[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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tiku-odoo 2024-05-08 10:38:04 -04:00
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@ -100,3 +100,62 @@ value. To recalculate the taxes, click :guilabel:`Compute taxes using Avatax`.
.. tip::
Tax calculation can even be done on negative subtotals and credit notes.
Logging
=======
It is possible to log Avalara/*AvaTax* actions in Odoo for further analysis, or verification of
functionality. Logging is accessible through the *AvaTax* settings.
To start logging *AvaTax* actions, first, navigate to the :menuselection:`Accounting app -->
Configuration --> Settings`.
Then, in the :guilabel:`Taxes` section, under the :guilabel:`AvaTax` settings, click
:guilabel:`Start logging for 30 minutes`.
Upon starting the log process, Odoo will log all Avalara/*AvaTax* actions performed in the database.
To view the logs, click on :guilabel:`Show logs` to the right of the :guilabel:`Start logging for 30
minutes`. This reveals a detailed list of Avalara/*AvaTax* actions. This list is sortable by the
following columns:
- :guilabel:`Created on`: timestamp of the *AvaTax* calculation.
- :guilabel:`Created by`: numeric value of the user in the database.
- :guilabel:`Database name`: name of the database.
- :guilabel:`Type`: two values can be chosen for this field, :guilabel:`Server` or
:guilabel:`Client`.
- :guilabel:`Name`: Avalara service name. In this case, it will be *AvaTax*.
- :guilabel:`Level`: by default, this will be `INFO`.
- :guilabel:`Path`: indicates the path taken to make the calculation.
- :guilabel:`Line`: indicates the line the calculation is made on.
- :guilabel:`Function`: indicates the calculation taken on the line.
.. image:: avatax_use/logging.png
:align: center
:alt: Avalara logging page with top row of list highlighted.
Click into the log line to reveal another field, called :guilabel:`Message`.
This field populates a raw transcription of the transaction, which involves the creation (or
adjustment) of a sales invoice using the Avalara *AvaTax* API.
The transaction includes details, such as addresses for shipping from and to, line items describing
the products or services, tax codes, tax amounts, and other relevant information.
The :guilabel:`Message` contains the calculated taxes for different jurisdictions and confirms the
creation (or adjustment) of the transaction.
.. tip::
Custom fields can be made using Odoo *Studio*. Click the :icon:`fa-ellipsis-v`
:guilabel:`(ellipsis)` menu to the far-right of the header row. Then click :icon:`fa-plus`
:guilabel:`Add custom field`. This action opens Odoo *Studio*.
.. important::
Odoo *Studio* requires a *custom* pricing plan. Consult the database's customer success manager
for more information on switching plans. Or to see if Odoo *Studio* is included in the database's
current pricing plan. See this documentation: :doc:`../../../../studio`.
.. seealso::
- :doc:`../avatax`
- `US Tax Compliance: Avatax elearning video
<https://www.odoo.com/slides/slide/us-tax-compliance-avatax-2858?fullscreen=1>`_

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