diff --git a/locale/de/LC_MESSAGES/finance.po b/locale/de/LC_MESSAGES/finance.po index 6db4424ea..8e71ea69b 100644 --- a/locale/de/LC_MESSAGES/finance.po +++ b/locale/de/LC_MESSAGES/finance.po @@ -20,17 +20,17 @@ # Cécile Collart , 2022 # Felix Schubert , 2022 # Wolfgang Taferner, 2022 -# Martin Trigaux, 2022 # Friederike Fasterling-Nesselbosch, 2022 +# Martin Trigaux, 2022 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-07-22 09:36+0000\n" +"POT-Creation-Date: 2022-09-01 15:11+0000\n" "PO-Revision-Date: 2021-11-02 08:47+0000\n" -"Last-Translator: Friederike Fasterling-Nesselbosch, 2022\n" +"Last-Translator: Martin Trigaux, 2022\n" "Language-Team: German (https://www.transifex.com/odoo/teams/41243/de/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -306,13 +306,13 @@ msgstr "" #: ../../content/applications/finance/accounting/bank/misc/interbank.rst:14 #: ../../content/applications/finance/accounting/bank/reconciliation/reconciliation_models.rst:69 #: ../../content/applications/finance/accounting/bank/reconciliation/use_cases.rst:16 -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:22 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:16 #: ../../content/applications/finance/accounting/bank/setup/manage_cash_register.rst:9 #: ../../content/applications/finance/accounting/bank/setup/outstanding_accounts.rst:20 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:32 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:29 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:290 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:331 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:332 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:34 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/germany.rst:58 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/italy.rst:18 @@ -331,8 +331,9 @@ msgstr "" #: ../../content/applications/finance/accounting/payables/supplier_bills/invoice_digitization.rst:22 #: ../../content/applications/finance/accounting/payables/supplier_bills/manage.rst:31 #: ../../content/applications/finance/accounting/receivables/customer_invoices/cash_rounding.rst:14 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:55 #: ../../content/applications/finance/accounting/receivables/customer_invoices/epc_qr_code.rst:20 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:42 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:46 #: ../../content/applications/finance/accounting/receivables/customer_payments/batch.rst:15 #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:20 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:39 @@ -2077,233 +2078,167 @@ msgid "`Odoo Tutorials: Accounting Basics `_" msgstr "`Odoo Tutorials: Accounting Basics `_" #: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:3 -msgid "Manage a bank in a foreign currency" -msgstr "Verwalten einer Bank in einer Fremdwährung" +msgid "Manage a bank account in a foreign currency" +msgstr "" #: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:5 msgid "" "In Odoo, every transaction is recorded in the default currency of the " -"company. Reports are all based on the currency of the company. But for " -"transactions occurring in another currency, Odoo stores both the value in " -"the currency of the company and the value in the currency of the " -"transaction." +"company, and reports are all based on that default currency. When you have a" +" bank account in a foreign currency, for every transaction, Odoo stores two " +"values:" msgstr "" -"In Odoo wird jede Transaktion in der Standardwährung des Unternehmens " -"erfasst. Die Berichte basieren alle auf der Währung des Unternehmens. Bei " -"Transaktionen in einer anderen Währung speichert Odoo jedoch sowohl den Wert" -" in der Währung des Unternehmens als auch den Wert in der Währung der " -"Transaktion." -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:11 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:9 +msgid "The debit/credit in the currency of the *company*;" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:10 +msgid "The debit/credit in the currency of the *bank account*." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:12 msgid "" -"When you have a bank account in a foreign currencies, for every transaction," -" Odoo stores two values:" +"Currency rates are updated automatically using the web services of a banking" +" institution. By default, Odoo uses the European Central Bank's web services" +" but other options are available." msgstr "" -"Wenn Sie ein Bankkonto in einer Fremdwährung haben, speichert Odoo für jede " -"Transaktion zwei Werte:" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:14 -msgid "The debit/credit in the currency of the company" -msgstr "Das Soll/Haben in der Währung des Unternehmens" +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:19 +msgid "Activate multi-currencies" +msgstr "" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:16 -msgid "The debit/credit in the currency of the bank account" -msgstr "Die Belastung/Gutschrift in der Währung des Bankkontos" - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:18 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:21 msgid "" -"Currency rates are updated automatically using yahoo.com, or the European " -"Central bank web-services." +"To work with multiple currencies, go to :menuselection:`Accounting --> " +"Configuration --> Settings --> Currencies` and tick :guilabel:`Multi-" +"Currencies`. Under :guilabel:`Post Exchange difference entries in:`, provide" +" a :guilabel:`Journal`, a :guilabel:`Gain Account`, a :guilabel:`Loss " +"Account`, and then click on :guilabel:`Save`." msgstr "" -"Die Wechselkurse werden automatisch über yahoo.com oder die Webdienste der " -"Europäischen Zentralbank aktualisiert." - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:25 -msgid "Activate the multi-currency feature" -msgstr "Aktivieren Sie die Mehrwährungsfunktion" #: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:27 -msgid "" -"In order to allow your company to work with multiple currencies, you should " -"activate the multi-currency mode. In the accounting application, go into " -":menuselection:`Configuration --> Settings --> Accounting & Finance " -"Features` make sure the **Allow Multi-currencies** box is ticked. Provide a " -"**Currency Exchange Gain / Loss** account, then click on **Apply**." -msgstr "" -"Damit Ihr Unternehmen mit mehreren Währungen arbeiten kann, sollten Sie den " -"\"Mehrere Währungen“ aktivieren. Gehen Sie in der Buchhaltungsanwendung zu " -":menuselection:`Einstellungen --> Allgemeine Einstellungen --> Finanzen` und" -" stellen Sie sicher, dass das Kästchen **Mehrere Währungen** aktiviert ist. " -"Geben Sie ein Konto für **Kursdifferenzbuchungen** an und klicken Sie dann " -"auf **Anwenden**." - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:34 msgid "Configure currencies" msgstr "Währungen konfigurieren" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:36 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:29 msgid "" -"Once the Odoo is configured to support multiple currencies, you should " -"activate the currencies you plan to work with. To do that, go to the menu " -":menuselection:`Configuration --> Currencies`. All the currencies are " -"created by default, but you should activate the ones you plan to support (to" -" activate a currency, check its \"Active\" field)." +"Once Odoo is configured to support multiple currencies, they are all created" +" by default, but not necessarily active. To activate the new currencies, " +"click on :guilabel:`Activate Other Currencies` under the :guilabel:`Multi-" +"Currencies` setting or go to :menuselection:`Accounting --> Configuration " +"--> Accounting: Currencies`." msgstr "" -"Sobald Odoo so konfiguriert ist, dass es mehrere Währungen unterstützt, " -"sollten Sie die Währungen, mit denen Sie arbeiten möchten, aktivieren. Gehen" -" Sie dazu in das Menü :menuselection:`Einstellungen --> Währungen`. Alle " -"Währungen sind standardmäßig angelegt, aber Sie sollten die Währungen " -"aktivieren, die Sie unterstützen wollen (um eine Währung zu aktivieren, " -"markieren Sie das Feld \"Aktiv\")." -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:42 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:34 msgid "" -"After having activated the currencies, you can configure the parameters to " -"automate the currency rate update. These options are also in the settings of" -" the Accounting application, in the bottom of the page:" +"When the currencies are activated, you can choose to **automate** the " +"currency rate update, or leave it on **manual**. To configure the rate " +"update, go back to :menuselection:`Accounting --> Configuration --> Settings" +" --> Currencies`, check :guilabel:`Automatic Currency Rates`, set " +":guilabel:`Interval` to your desired frequency, and then click on " +":guilabel:`Save`. You also have the option to choose the :guilabel:`Service`" +" you wish to obtain currency rates from." msgstr "" -"Nachdem Sie die Währungen aktiviert haben, können Sie die Parameter " -"konfigurieren, um die Aktualisierung der Wechselkurse zu automatisieren. " -"Diese Optionen finden Sie auch in den Einstellungen der " -"Buchhaltungsanwendung, unten auf der Seite:" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:49 -msgid "Click on the **Update Now** link to update the currency rates now." +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:40 +msgid "" +"Click on the Update now button (:guilabel:`🗘`) besides the :guilabel:`Next " +"Run` field to update the currency rates manually." msgstr "" -"Klicken Sie auf den Link **Jetzt aktualisieren**, um die Währungskurse jetzt" -" zu aktualisieren." -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:52 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:44 msgid "Create a new bank account" msgstr "Ein neues Bankkonto einrichten" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:54 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:46 msgid "" -"In the accounting application, we first go to :menuselection:`Configuration " -"--> Accounting / Bank account`, and we create a new one." +"In the accounting application, go to :menuselection:`Accounting --> " +"Configuration --> Journals` and create a new one. Enter a :guilabel:`Journal" +" Name` and set the :guilabel:`Type` to `Bank`. In the :guilabel:`Journal " +"Entries` tab, enter a **short code**, a **currency**, and then finally click" +" on the :guilabel:`Bank Account` field to create a new account. In the pop-" +"up window of the account creation, enter a name, a code (ex.: 550007), set " +"its type to `Bank and Cash`, set a currency type, and save. When you are " +"back on the **journal**, click on the :guilabel:`Account Number` field, and " +"in the pop-up window, fill out the :guilabel:`Account Number`, " +":guilabel:`Bank` of your account, and save." msgstr "" -"In der Finanzen App gehen wir zunächst zu :menuselection:`Konfiguration --> " -"Eine Bank hinzufügen`, und legen ein neues an." -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:60 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:59 msgid "" -"Once you save this bank account, Odoo will create all the documents for you:" +"Upon creation of the journal, Odoo automatically links the bank account to " +"the journal. It can be found under :menuselection:`Accounting --> " +"Configuration --> Accounting: Chart of Accounts`." msgstr "" -"Sobald Sie dieses Bankkonto gespeichert haben, erstellt Odoo alle Dokumente " -"für Sie:" #: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:63 -msgid "An account in the trial balance" -msgstr "Ein Konto in der Vorläufigen Bilanz" +msgid "Vendor bill in a foreign currency" +msgstr "" #: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:65 -msgid "A journal in your dashboard" -msgstr "Ein Journal in Ihrem Dashboard" - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:67 msgid "" -"Information about the bank account in the footer of your invoices if checked" -" the box **Show in Invoices Footer**" +"To pay a bill in a foreign currency, simply select the currency next to the " +":guilabel:`Journal` field and register the payment. Odoo automatically " +"creates and posts the foreign **exchange gain or loss** as a new journal " +"entry." msgstr "" -"Informationen über das Bankkonto in der Fußzeile Ihrer Rechnungen, wenn das " -"Kästchen **In der Fußzeile der Rechnungen anzeigen** markiert ist" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:71 -msgid "Example: A vendor bill in a foreign currency" -msgstr "Beispiel: Eine Lieferantenrechnung in einer Fremdwährung" - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:73 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:74 msgid "" -"Based on the above example, let's assume we receive the following bill from " -"a supplier in China." +"Note that you can pay a foreign bill with another currency. In that case, " +"Odoo automatically converts between the two currencies." msgstr "" -"Nehmen wir einmal an, wir erhalten die folgende Rechnung von einem " -"Lieferanten in China." -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:76 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:78 +msgid "Unrealized Currency Gains/Losses Report" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:80 msgid "" -"In the :menuselection:`Purchase --> Vendor Bills` , this is what you could " -"see:" +"This report gives an overview of all unrealized amounts in a foreign " +"currency on your balance sheet, and allows you to adjust an entry or " +"manually set an exchange rate. To access this report, go to " +":menuselection:`Reporting --> Management: Unrealized Currency Gains/Losses`." +" From here, you have access to all open entries in your **balance sheet**." msgstr "" -"In :menuselection:`Einkauf --> Lieferantenrechnungen` sehen Sie das " -"folgendes:" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:81 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:89 msgid "" -"Once you are ready to pay this bill, click on register payment on the bill " -"to record a payment." +"If you wish to use a different currency rate than the one set in " +":menuselection:`Accounting --> Configuration --> Settings --> Currencies`, " +"click the :guilabel:`Exchange Rates` button and change the rate of the " +"foreign currencies in the report." msgstr "" -"Wenn Sie bereit sind, diese Rechnung zu bezahlen, klicken Sie auf Zahlung " -"registrieren auf der Rechnung, um eine Zahlung zu erfassen." -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:87 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:97 msgid "" -"That's all you have to do. Odoo will automatically post the foreign exchange" -" gain or loss at the reconciliation of the payment with the invoice, " -"depending if the currency rate increased or decreased between the invoice " -"and the payment date." +"When manually changing **exchange rates**, a yellow banner appears allowing " +"you to reset back to Odoo's rate. To do so, simply click on :guilabel:`Reset" +" to Odoo's Rate`." msgstr "" -"Das ist alles, was Sie tun müssen. Odoo bucht den Wechselkursgewinn oder " -"-verlust automatisch bei der Abstimmung der Zahlung mit der Rechnung, je " -"nachdem, ob der Wechselkurs zwischen der Rechnung und dem Zahlungsdatum " -"gestiegen oder gefallen ist." -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:92 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:104 msgid "" -"Note that you can pay a foreign bill with another currency. In such a case, " -"Odoo will automatically convert between the two currencies." +"In order to update your **balance sheet** with the amount of the " +":guilabel:`adjustment` column, click on the :guilabel:`Adjustment Entry` " +"button. In the pop-up window, select a :guilabel:`Journal`, " +":guilabel:`Expense Account` and :guilabel:`Income Account` to calculate and " +"process the **unrealized gains and losses**." msgstr "" -"Beachten Sie, dass Sie eine ausländische Rechnung mit einer anderen Währung " -"bezahlen können. In diesem Fall wird Odoo automatisch zwischen den beiden " -"Währungen umrechnen." - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:96 -msgid "Customers Statements" -msgstr "Kunden Kontoauszugszeilen" - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:98 -msgid "" -"Customers and vendor statements are managed in the currency of the invoice. " -"So, the amount due by your customer (to your vendor) is always expressed in " -"the currency of the invoice." -msgstr "" -"Kunden- und Lieferantenauszugszeilen werden in der Währung der Rechnung " -"verwaltet. Der von Ihrem Kunden (an Ihren Lieferanten) geschuldete Betrag " -"wird also immer in der Rechnungswährung angegeben." - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:102 -msgid "" -"If you have several invoices with different currencies for the same " -"customer, Odoo will split the customer statement by currency, as shown in " -"the report below." -msgstr "" -"Wenn Sie mehrere Rechnungen mit unterschiedlichen Währungen für denselben " -"Kunden haben, teilt Odoo den Kundenauszug nach Währungen auf, wie im " -"folgenden Bericht dargestellt." #: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:109 msgid "" -"In the above report, the account receivable associated to Camptocamp is not " -"managed in a secondary currency, which means that it keeps every transaction" -" in its own currency. If you prefer, you can set the account receivable for " -"this customer in a secondary currency and all its debts will automatically " -"be converted to this currency." +"You can set the date of the report in the :guilabel:`Date` field. Odoo " +"automatically reverses the booking entry to the date set in " +":guilabel:`Reversal Date`." msgstr "" -"Im obigen Bericht wird die mit Camptocamp verbundene Forderung nicht in " -"einer Sekundärwährung verwaltet, d.h. jede Transaktion wird in der eigenen " -"Währung geführt. Wenn Sie es vorziehen, können Sie die Forderung für diesen " -"Kunden in einer Sekundärwährung einstellen und alle seine Verbindlichkeiten " -"werden automatisch in diese Währung umgerechnet." -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:115 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:112 msgid "" -"In such a case, the customer statement always has only one currency. In " -"general, this is not what the customer expect as he prefers to see the " -"amounts in the currency of the invoices he received;" +"Once posted, the :guilabel:`adjustment` column should indicate `0.00`, " +"meaning all **unrealized gains/losses** have been adjusted." msgstr "" -"In einem solchen Fall weist der Kundenauszug immer nur eine Währung auf. Im " -"Allgemeinen ist dies nicht das, was der Kunde erwartet, da er die Beträge " -"lieber in der Währung der erhaltenen Rechnungen sehen möchte;" #: ../../content/applications/finance/accounting/bank/setup/manage_cash_register.rst:3 msgid "Manage a cash register" @@ -3618,7 +3553,7 @@ msgstr "" "Synchronisierung der Reihenfolge zwischen Odoo und AFIP zu lösen." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:515 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:651 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:653 #: ../../content/applications/finance/accounting/others/multicurrencies/invoices_payments.rst:64 msgid "Vendor Bills" msgstr "Lieferantenrechnungen" @@ -3977,11 +3912,9 @@ msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:26 msgid "" -"**l10n_cl_reports:** Adds the reports Propuesta F29 y Balance Tributario (8" -" columnas)." +"**l10n_cl_reports:** Adds the reports Propuesta F29 y Balance Tributario (8 " +"columnas)." msgstr "" -"**l10n_cl_reports:** Fügt die Berichte Propuesta F29 und Balance Tributario " -"(8 columnas) hinzu." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:32 msgid "Install the Chilean localization modules" @@ -4108,40 +4041,28 @@ msgstr "Zertifikat" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:103 msgid "" "In order to generate the electronic invoice signature, a digital certificate" -" with the extension ``.pfx`` is required, proceed to this section and load " +" with the extension ``pfx`` is required, proceed to this section and load " "your file and password." msgstr "" -"Um die elektronische Rechnungssignatur zu erstellen, ist ein digitales " -"Zertifikat mit der Endung ``.pfx`` erforderlich. Gehen Sie zu diesem " -"Abschnitt und laden Sie Ihre Datei und Ihr Passwort." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:114 msgid "" "A certificate can be shared between several users. If this is the case leave" " the user field empty, so all your billing users can use the same one. On " -"the other hand, if you need to restrict the certificate for a particular " +"the other hand, if you need to restrict the certificate for a particular " "user, just define the users in the certificate." msgstr "" -"Ein Zertifikat kann von mehreren Benutzern gemeinsam genutzt werden. Wenn " -"dies der Fall ist, lassen Sie das Benutzerfeld leer, so dass alle Ihre " -"Abrechnungsbenutzer dasselbe verwenden können. Wenn Sie hingegen das " -"Zertifikat für einen bestimmten Benutzer einschränken müssen, definieren Sie" -" einfach die Benutzer im Zertifikat." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:119 msgid "" "In some cases, depending on the certificate format, it is possible that the " "field Subject Serial Number is not loaded automatically. If this is the " -"case, you can manually edit this field by filling it with the Certificate’s " +"case, you can manually edit this field by filling it with the Certificate's " "legal representative RUT." msgstr "" -"In einigen Fällen, abhängig vom Zertifikatsformat, ist es möglich, dass das " -"Feld Subject Serial Number nicht automatisch geladen wird. Ist dies der " -"Fall, können Sie dieses Feld manuell bearbeiten, indem Sie es mit der RUT " -"des gesetzlichen Vertreters des Zertifikats ausfüllen." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:124 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:702 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:871 msgid "Financial Reports" msgstr "Finanzberichte" @@ -4306,15 +4227,11 @@ msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:233 msgid "" -"Each document type can have a unique sequence per company. As part of the " +"Each document type can have a unique sequence per company. As part of the " "localization, the Document Type includes the country on which the document " "is applicable and the data is created automatically when the localization " "module is installed." msgstr "" -"Jede Dokumentenart kann eine eindeutige Reihenfolge pro Unternehmen haben. " -"Als Teil der Lokalisierung enthält die Dokumentart das Land, für das das " -"Dokument gilt, und die Daten werden automatisch erstellt, wenn das " -"Lokalisierungsmodul installiert ist." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:253 msgid "" @@ -4437,7 +4354,7 @@ msgstr "" "Dokumenttypen verknüpft werden können. Standardmäßig werden alle erstellten " "Verkaufsjournale Dokumente verwenden." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:308 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:307 msgid "" "For the Chilean localization, it is important to define the default Debit " "and Credit accounts as they are required for one of the debit notes use " @@ -4447,11 +4364,11 @@ msgstr "" "Soll und Haben zu definieren, da sie für einen der " "Lastschriftanwendungsfälle erforderlich sind." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:312 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:313 msgid "CAF" msgstr "CAF" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:314 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:315 msgid "" "A CAF (Folio Authorization Code) is required, for each document type that is" " issued to your customers, the CAF is a file the SII provides to the Emisor " @@ -4462,7 +4379,7 @@ msgstr "" " dem Emisor mit dem für die elektronischen Rechnungsdokumente autorisierten " "Folio/Sequenz zur Verfügung stellt." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:318 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:319 msgid "" "Your company can make several requests for folios and obtain several CAFs, " "each one associated with different ranges of folios. The CAFs are shared " @@ -4475,15 +4392,14 @@ msgstr "" "nur einen aktiven CAF pro Dokumentenart, der auf alle Journale angewendet " "wird." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:322 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:323 msgid "" -"Please refer to the SII documentation to check the detail on how to acquire " -"the CAF: `SII Timbraje `_." +"Please refer to the `SII documentation " +"`_ to check the detail on how to" +" acquire the CAF." msgstr "" -"Bitte lesen Sie in der SII-Dokumentation nach, wie Sie das CAF erwerben " -"können: `SII Timbraje `_." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:326 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:327 msgid "" "The CAFs required by the SII are different from Production to Test " "(Certification mode). Make sure you have the correct CAF set depending on " @@ -4493,7 +4409,7 @@ msgstr "" " (Zertifizierungsmodus). Stellen Sie sicher, dass Sie je nach Umgebung den " "richtigen CAF eingestellt haben." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:333 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:334 msgid "" "Once you have the CAF files you need to associate them with a document type " "in Odoo, in order to add a CAF, just follow these steps:" @@ -4502,19 +4418,19 @@ msgstr "" "Odoo verknüpfen. Um ein CAF hinzuzufügen, folgen Sie einfach diesen " "Schritten:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:336 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:337 msgid "Access to :menuselection:`Accounting --> Settings --> CAF`" msgstr "Zugang zu :menuselection:`Accounting --> Settings --> CAF`" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:337 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:338 msgid "Upload the file." msgstr "Datei hochladen." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:338 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:339 msgid "Save the CAF." msgstr "Rettet den CAF." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:344 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:345 msgid "" "Once loaded, the status changes to *In Use*. At this moment, when a " "transaction is used for this document type, the invoice number takes the " @@ -4524,7 +4440,7 @@ msgstr "" "wenn eine Transaktion für diese Dokumentenart verwendet wird, nimmt die " "Rechnungsnummer das erste Folio in der Reihenfolge." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:348 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:349 msgid "" "In case you have used some folios in your previous system, make sure you set" " the next valid folio when the first transaction is created." @@ -4533,15 +4449,15 @@ msgstr "" "stellen Sie sicher, dass Sie bei der Erstellung der ersten Transaktion das " "nächste gültige Folio einstellen." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:354 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:355 msgid "Usage and Testing" msgstr "Verwendung und Prüfung" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:357 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:358 msgid "Electronic Invoice Workflow" msgstr "Workflow für elektronische Rechnungen" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:359 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:360 msgid "" "In the Chilean localization the electronic Invoice workflow covers the " "Emission of Customer Invoices and the reception of Vendor Bills, in the next" @@ -4554,11 +4470,11 @@ msgstr "" "Informationen an das SII und zwischen den Kunden und Lieferanten übertragen " "werden." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:369 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:370 msgid "Customer invoice Emission" msgstr "Kundenrechnung Emission" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:371 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:372 msgid "" "After the partners and journals are created and configured, the invoices are" " created in the standard way, for Chile one of the differentiators is the " @@ -4569,11 +4485,11 @@ msgstr "" "Unterscheidungsmerkmale für Chile die Dokumentenart ist, die automatisch auf" " der Grundlage des Steuerpflichtigen ausgewählt wird." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:375 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:376 msgid "You can manually change the document type if needed." msgstr "Sie können die Dokumentart bei Bedarf manuell ändern." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:382 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:383 msgid "" "Documents type 33: Electronic Invoice must have at least one item with tax, " "otherwise the SII rejects the document validation." @@ -4581,21 +4497,19 @@ msgstr "" "Dokumentenart 33: Elektronische Rechnungen müssen mindestens eine Position " "mit Steuer enthalten, andernfalls lehnt das SII die Belegvalidierung ab." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:386 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:389 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:813 msgid "Validation and DTE Status" msgstr "Validierung und DTE-Status" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:388 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:391 msgid "" "When all the invoice information is filled, either manually or automatically" -" when it’s created from a sales order, proceed to validate the invoice. " +" when it's created from a sales order, proceed to validate the invoice. " "After the invoice is posted:" msgstr "" -"Wenn alle Rechnungsinformationen ausgefüllt sind, entweder manuell oder " -"automatisch, wenn sie aus einem Kundenauftrag erstellt wurde, fahren Sie mit" -" der Validierung der Rechnung fort. Nachdem die Rechnung gebucht wurde:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:391 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:394 msgid "" "The DTE File (Electronic Tax Document) is created automatically and added in" " the chatter." @@ -4603,11 +4517,13 @@ msgstr "" "Die DTE-Datei (Elektronischer Steuerbeleg) wird automatisch erstellt und in " "den Chatter eingefügt." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:392 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:395 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:759 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:823 msgid "The DTE SII status is set as: Pending to be sent." msgstr "Der DEE-SII-Status wird wie folgt festgelegt: Zum Senden anstehend." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:398 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:401 msgid "" "The DTE Status is updated automatically by Odoo with a scheduled action that" " runs every day at night, if you need to get the response from the SII " @@ -4619,7 +4535,7 @@ msgstr "" "sofort erhalten möchten, können Sie dies auch manuell tun. Der Arbeitsablauf" " für den DTE-Status ist wie folgt:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:407 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:410 msgid "" "In the first step the DTE is sent to the SII, you can manually send it using" " the button: Enviar Ahora, a SII Tack number is generated and assigned to " @@ -4632,7 +4548,7 @@ msgstr "" " die Details zu überprüfen, die das SII per E-Mail zurückgeschickt hat. Der " "DTE-Status wird auf Status abfragen aktualisiert." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:412 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:415 msgid "" "Once the SII response is received Odoo updates the DTE Status, in case you " "want to do it manually just click on the button: Verify on SII. The result " @@ -4643,41 +4559,31 @@ msgstr "" " Auf SII überprüfen. Das Ergebnis kann entweder Akzeptiert, Akzeptiert mit " "Einspruch oder Abgelehnt lauten." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:421 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:424 msgid "" "There are several internal status in the SII before you get Acceptance or " -"Rejection, in case you click continuously the Button Verify in SII, you " -"will receive in the chatter the detail of those intermediate statuses:" +"Rejection, in case you click continuously the Button Verify in SII, you will" +" receive in the chatter the detail of those intermediate statuses:" msgstr "" -"Es gibt mehrere interne Status im SII, bevor Sie Akzeptanz oder Ablehnung " -"erhalten. Wenn Sie kontinuierlich auf die Schaltfläche Überprüfen im SII " -"klicken, erhalten Sie im Chat die Details dieser Zwischenstatus:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:429 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:432 msgid "The final response from the SII, can take on of these values:" msgstr "Die endgültige Antwort des SII kann einen dieser Werte annehmen:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:432 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:434 msgid "" "**Accepted:** Indicates the invoice information is correct, our document is " -"now fiscally valid and it’s automatically sent to the customer." +"now fiscally valid and it's automatically sent to the customer." msgstr "" -"**Akzeptiert:** Zeigt an, dass die Rechnungsinformationen korrekt sind, dass" -" unser Dokument jetzt steuerlich gültig ist und dass es automatisch an den " -"Kunden gesendet wird." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:435 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:437 msgid "" "**Accepted with objections:** Indicates the invoice information is correct " "but a minor issue was identified, nevertheless our document is now fiscally " -"valid and it’s automatically sent to the customer." +"valid and it's automatically sent to the customer." msgstr "" -"**Akzeptiert mit Einwänden:** Zeigt an, dass die Rechnungsinformationen " -"korrekt sind, aber ein kleines Problem festgestellt wurde. Trotzdem ist " -"unser Dokument jetzt steuerlich gültig und wird automatisch an den Kunden " -"gesendet." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:443 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:445 msgid "" "**Rejected:** Indicates the information in the invoice is incorrect and " "needs to be corrected, the detail of the issue is received in the emails you" @@ -4690,30 +4596,30 @@ msgstr "" "richtig konfiguriert ist, werden die Details auch im Chat abgerufen, sobald " "der E-Mail-Server verarbeitet wurde." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:448 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:450 msgid "If the invoice is Rejected please follow this steps:" msgstr "Wenn die Rechnung abgelehnt wird, folgen Sie bitte diesen Schritten:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:450 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:452 msgid "Change the document to draft." msgstr "Ändern Sie das Dokument in einen Entwurf." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:451 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:453 msgid "" "Make the required corrections based on the message received from the SII." msgstr "" "Nehmen Sie die erforderlichen Korrekturen auf der Grundlage der vom SII " "erhaltenen Nachricht vor." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:452 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:454 msgid "Post the invoice again." msgstr "Buchen Sie die Rechnung erneut." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:460 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:462 msgid "Crossed references" msgstr "Gestrichene Referenzen" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:462 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:464 msgid "" "When the Invoice is created as a result of another fiscal document, the " "information related to the originator document must be registered in the Tab" @@ -4728,12 +4634,12 @@ msgstr "" "Kundenrechnungen verwendet werden kann. Im Falle der Gut- und Lastschriften " "werden sie von Odoo automatisch gesetzt:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:472 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:474 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:450 msgid "Invoice PDF Report" msgstr "PDF-Rechnung" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:474 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:476 msgid "" "Once the invoice is accepted and validated by the SII and the PDF is " "printed, it includes the fiscal elements that indicate that the document is " @@ -4743,7 +4649,7 @@ msgstr "" " gedruckt wird, enthält sie die steuerlichen Elemente, die anzeigen, dass " "das Dokument steuerlich gültig ist:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:482 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:484 msgid "" "If you are hosted in Odoo SH or On-Premise, you should manually install the " "``pdf417gen`` library. Use the following command to install it: ``pip " @@ -4753,23 +4659,23 @@ msgstr "" "Bibliothek ``pdf417gen`` manuell installieren. Verwenden Sie den folgenden " "Befehl, um sie zu installieren: ``pip install pdf417gen``." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:486 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:488 msgid "Commercial Validation" msgstr "Kommerzielle Validierung" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:488 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:490 msgid "Once the invoice has been sent to the customer:" msgstr "Sobald die Rechnung an den Kunden verschickt wurde:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:490 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:492 msgid "DTE partner status changes to “Sent”." msgstr "Der Status des DTE-Partners ändert sich auf \"Gesendet\"." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:491 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:493 msgid "The customer must send a reception confirmation email." msgstr "Der Kunde muss eine Empfangsbestätigung per E-Mail senden." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:492 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:494 msgid "" "Subsequently, if all the commercial terms and invoice data are correct, they" " will send the Acceptance confirmation, otherwise they send a Claim." @@ -4777,33 +4683,28 @@ msgstr "" "Wenn alle Geschäftsbedingungen und Rechnungsdaten korrekt sind, senden sie " "anschließend die Annahmebestätigung, andernfalls eine Reklamation." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:494 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:496 msgid "The field DTE acceptation status is updated automatically." msgstr "Das Feld DTE-Akzeptanzstatus wird automatisch aktualisiert." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:502 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:504 msgid "Processed for Claimed invoices" msgstr "Verarbeitet für Reklamierte Rechnungen" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:504 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:506 msgid "" "Once the invoice has been Accepted by the SII **it can not be cancelled in " -"Odoo**. In case you get a Claim for your customer the correct way to " -"proceed is with a Credit Note to either cancel the Invoice or correct it. " -"Please refer to the Credit Notes section for more details." +"Odoo**. In case you get a Claim for your customer the correct way to proceed" +" is with a Credit Note to either cancel the Invoice or correct it. Please " +"refer to the :ref:`chile/credit-notes` section for more details." msgstr "" -"Sobald die Rechnung von der SII akzeptiert wurde, kann sie in Odoo nicht " -"mehr storniert werden**. Falls Sie eine Forderung für Ihren Kunden " -"erhalten, ist die richtige Vorgehensweise eine Gutschrift, um die Rechnung " -"entweder zu stornieren oder zu korrigieren. Weitere Einzelheiten finden Sie " -"im Abschnitt Gutschriften." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:513 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:515 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:426 msgid "Common Errors" msgstr "Häufige Fehler" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:515 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:517 msgid "" "There are multiple reasons behind a rejection from the SII, but these are " "some of the common errors you might have and which is the related solution." @@ -4811,11 +4712,11 @@ msgstr "" "Es gibt viele Gründe für eine Ablehnung durch die SII, aber dies sind einige" " der häufigsten Fehler, die Sie haben könnten, und die dazugehörige Lösung." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:518 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:520 msgid "Error: ``RECHAZO- DTE Sin Comuna Origen.``" msgstr "Fehler: ``RECHAZO- DTE Sin Comuna Origen.``" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:520 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:522 msgid "" "*Hint:* Make sure the Company Address is properly filled including the State" " and City." @@ -4823,12 +4724,12 @@ msgstr "" "*Hinweis:* Achten Sie darauf, dass die Firmenadresse einschließlich " "Bundesland und Stadt korrekt ausgefüllt ist." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:522 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:524 msgid "Error en Monto: ``- IVA debe declararse.``" msgstr "Fehler in Monto: ``- IVA debe declararse.``" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:524 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:528 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:526 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:530 msgid "" "*Hint:* The invoice lines should include one VAT tax, make sure you add one " "on each invoice line." @@ -4836,11 +4737,11 @@ msgstr "" "*Hinweis:* Die Rechnungszeilen sollten eine Mehrwertsteuer enthalten, " "stellen Sie sicher, dass Sie in jeder Rechnungszeile eine hinzufügen." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:526 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:528 msgid "Error: ``Rut No Autorizado a Firmar.``" msgstr "Fehler: ``Rut No Autorizado a Firmar.``" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:530 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:532 msgid "" "Error: ``Fecha/Número Resolucion Invalido RECHAZO- CAF Vencido : " "(Firma_DTE[AAAA-MM-DD] - CAF[AAAA-MM-DD]) > 6 meses.``" @@ -4848,15 +4749,13 @@ msgstr "" "Fehler: ``Fecha/Número Resolucion Invalido RECHAZO- CAF Vencido : " "(Firma_DTE[AAAA-MM-DD] - CAF[AAAA-MM-DD]) > 6 meses.``" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:533 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:535 msgid "" -"*Hint:* Try to add a new CAF related to this document as the one you’re " +"*Hint:* Try to add a new CAF related to this document as the one you're " "using is expired." msgstr "" -"*Hinweis:* Versuchen Sie, ein neues CAF zu diesem Dokument hinzuzufügen, da " -"das von Ihnen verwendete abgelaufen ist." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:535 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:537 msgid "" "Error: ``Element '{http://www.sii.cl/SiiDte%7DRutReceptor': This element is " "not expected. Expected is ( {http://www.sii.cl/SiiDte%7DRutEnvia ).``" @@ -4865,7 +4764,7 @@ msgstr "" "wird nicht erwartet. Erwartet wird ( {http://www.sii.cl/SiiDte%7DRutEnvia " ").``" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:538 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:540 msgid "" "*Hint:* Make sure the field Document Type and VAT are set either in the " "Customer and in the main company." @@ -4873,11 +4772,11 @@ msgstr "" "*Hinweis:* Vergewissern Sie sich, dass die Felder Belegart und MwSt. sowohl " "im Kunden als auch in der Hauptfirma gesetzt sind." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:541 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:543 msgid "GLOSA: ``Usuario sin permiso de envio.``" msgstr "GLOSA: ``Usuario sin permiso de envio.``" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:543 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:545 msgid "" "*Hint:* This error indicates that most likely, your company has not passed " "the `Certification process " @@ -4894,12 +4793,12 @@ msgstr "" "Kundendienst, da diese Zertifizierung nicht Teil der Odoo-Dienste ist, aber " "wir können Ihnen einige Alternativen anbieten." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:552 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:554 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:556 msgid "Credit Notes" msgstr "Gutschriften" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:554 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:556 msgid "" "When a cancellation or correction is needed over a validated invoice, a " "credit note must be generated. It is important to consider that a CAF file " @@ -4911,39 +4810,33 @@ msgstr "" " für die Gutschrift eine CAF-Datei erforderlich ist, die im SII als Dokument" " 64 gekennzeichnet ist." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:563 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:566 msgid "" -"Refer to the CAF section where we described the process to load the CAF on " -"each document type." +"Refer to the :ref:`CAF section ` where we described" +" the process to load the CAF on each document type." msgstr "" -"Lesen Sie den Abschnitt CAF, in dem das Verfahren zum Laden des CAF für " -"jeden Dokumententyp beschrieben wird." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:567 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:619 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:570 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:622 msgid "Use Cases" msgstr "Anwendungsfälle" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:570 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:573 msgid "Cancel Referenced document" msgstr "Abbrechen Referenziertes Dokument" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:572 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:575 msgid "" -"In case you need to cancel or invalid an Invoice, use the button Add Credit" -" note and select Full Refund, in this case the SII reference Code is " +"In case you need to cancel or invalid an Invoice, use the button Add Credit " +"note and select Full Refund, in this case the SII reference Code is " "automatically set to: Anula Documento de referencia." msgstr "" -"Falls Sie eine Rechnung stornieren oder ungültig machen müssen, verwenden " -"Sie die Schaltfläche Gutschrift hinzufügen und wählen Sie Vollständige " -"Rückerstattung, in diesem Fall wird der SII-Referenzcode automatisch auf " -"gesetzt: Anula Documento de referencia." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:580 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:583 msgid "Corrects Referenced Document Text" msgstr "Korrigiert referenzierten Dokumententext" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:582 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:585 msgid "" "If a correction in the invoice information is required, for example the " "Street Name, use the button Add Credit note,select Partial Refund and select" @@ -4956,7 +4849,7 @@ msgstr "" "diesem Fall wird der SII-Referenzcode automatisch auf gesetzt: Corrige el " "monto del Documento de Referencia." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:590 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:593 msgid "" "Odoo creates a Credit Note with the corrected text in an invoice and price " "0." @@ -4964,19 +4857,17 @@ msgstr "" "Odoo erstellt eine Gutschrift mit dem korrigierten Text in einer Rechnung " "und dem Preis 0." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:597 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:600 msgid "" -"It’s important to define the default credit account in the Sales journal as " +"It's important to define the default credit account in the Sales journal as " "it is taken for this use case in specific." msgstr "" -"Es ist wichtig, das Standardkreditkonto im Verkaufsjournal zu definieren, da" -" es speziell für diesen Anwendungsfall verwendet wird." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:601 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:604 msgid "Corrects Referenced Document Amount" msgstr "Korrigiert den Betrag des referenzierten Dokuments" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:603 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:606 msgid "" "When a correction on the amounts is required, use the button Add Credit note" " and select Partial Refund. In this case the SII reference Code is " @@ -4987,29 +4878,24 @@ msgstr "" "Fall wird der SII-Referenzcode automatisch auf gesetzt: Corrige el monto del" " Documento de Referencia." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:612 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:615 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:584 msgid "Debit Notes" msgstr "Lastschriften" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:614 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:617 msgid "" "As part of the Chilean localization, besides creating credit notes from an " "existing document you can also create debit Notes. For this just use the " -"button “Add Debit Note”. The two main use cases for debit notes are " -"detailed below." +"button “Add Debit Note”. The two main use cases for debit notes are detailed" +" below." msgstr "" -"Im Rahmen der chilenischen Lokalisierung können Sie neben der Erstellung von" -" Gutschriften aus einem bestehenden Dokument auch Lastschriften erstellen. " -"Verwenden Sie dazu einfach die Schaltfläche \"Lastschrift hinzufügen\". Die" -" beiden Hauptanwendungsfälle für Lastschriften werden im Folgenden " -"beschrieben." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:622 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:625 msgid "Add debt on Invoices" msgstr "Schulden auf Rechnungen hinzufügen" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:624 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:627 msgid "" "The most common use case for debit notes is to increase the value of an " "existing invoice, you need to select option 3 in the field Reference code " @@ -5019,7 +4905,7 @@ msgstr "" "einer bestehenden Rechnung. Dazu müssen Sie im Feld Referenzcode SII die " "Option 3 wählen:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:632 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:635 msgid "" "In this case Odoo automatically includes the source invoice in the cross " "reference section:" @@ -5027,11 +4913,11 @@ msgstr "" "In diesem Fall nimmt Odoo die Ausgangsrechnung automatisch in den " "Querverweisbereich auf:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:639 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:642 msgid "Cancel Credit Notes" msgstr "Gutschriften stornieren" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:641 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:644 msgid "" "In Chile the debits notes are used to cancel a validated Credit Note, in " "this case just select the button Add debit note and select the first option " @@ -5042,7 +4928,7 @@ msgstr "" "Lastschrift hinzufügen und wählen die erste Option im Assistenten: *1: Anula" " Documentos de referencia.*" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:653 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:655 msgid "" "As part of the Chilean localization, you can configure your Incoming email " "server as the same you have register in the SII in order to:" @@ -5050,7 +4936,7 @@ msgstr "" "Als Teil der chilenischen Lokalisierung können Sie Ihren Posteingangsserver " "als denselben konfigurieren, den Sie im SII registriert haben:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:656 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:658 msgid "" "Automatically receive the vendor bills DTE and create the vendor bill based " "on this information." @@ -5058,48 +4944,39 @@ msgstr "" "Automatischer Empfang der Lieferantenrechnungen DTE und Erstellung der " "Lieferantenrechnung auf der Grundlage dieser Informationen." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:657 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:659 msgid "Automatically Send the reception acknowledgement to your vendor." msgstr "Senden Sie die Empfangsbestätigung automatisch an Ihren Lieferanten." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:658 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:660 msgid "Accept or Claim the document and send this status to your vendor." msgstr "" "Akzeptieren oder reklamieren Sie den Beleg und senden Sie diesen Status an " "Ihren Lieferanten." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:662 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:663 msgid "Reception" msgstr "Empfang" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:664 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:665 msgid "" "As soon as the vendor email with the attached DTE is received: 1. The vendor" " Bill mapping all the information included in the xml. 2. An email is sent " "to the vendor with the Reception acknowledgement. 3. The DTE status is set " -"as: Acuse de Recibido Enviado" +"as: Acuse de Recibido Enviado" msgstr "" -"Sobald die E-Mail des Anbieters mit dem angehängten DTE eingegangen ist: 1. " -"Die Lieferantenrechnung bildet alle in der XML-Datei enthaltenen " -"Informationen ab. 2. Eine E-Mail mit der Empfangsbestätigung wird an den " -"Lieferanten gesendet. 3. Der DTE-Status wird wie folgt gesetzt: Acuse de " -"Recibido Enviado" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:674 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:675 msgid "Acceptation" msgstr "Akzeptanz" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:676 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:677 msgid "" -"If all the commercial information is correct on your vendor bill, you can " -"accept the document using the button: Aceptar Documento, once this is done " -"the DTE Acceptation Status changes to: Accepted and an email of acceptance " -"is sent to the vendor." +"If all the commercial information is correct on your vendor bill then you " +"can accept the document using the :guilabel:`Aceptar Documento` button. Once" +" this is done the DTE Acceptation Status changes to :guilabel:`Accepted`` " +"and an email of acceptance is sent to the vendor." msgstr "" -"Wenn alle kommerziellen Informationen auf Ihrer Lieferantenrechnung korrekt " -"sind, können Sie das Dokument über die Schaltfläche akzeptieren: Sobald dies" -" geschehen ist, ändert sich der DTE-Annahmestatus in: Angenommen und eine " -"E-Mail mit der Bestätigung der Annahme wird an den Lieferanten gesendet." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:686 msgid "Claim" @@ -5108,32 +4985,253 @@ msgstr "Claim" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:688 msgid "" "In case there is a commercial issue or the information is not correct on " -"your vendor bill, you can Claim the document before validating it, using " -"the button: Claim, once this is done the DTE Acceptation Status change to: " -"Claim and an email of acceptance is sent to the vendor." +"your vendor bill, you can Claim the document before validating it, using the" +" button: Claim, once this is done the DTE Acceptation Status change to: " +"Claim and an email of acceptance is sent to the vendor." msgstr "" -"Falls es ein kommerzielles Problem gibt oder die Informationen auf Ihrer " -"Lieferantenrechnung nicht korrekt sind, können Sie das Dokument vor der " -"Validierung über die Schaltfläche reklamieren: Sobald dies geschehen ist, " -"ändert sich der DTE-Akzeptanzstatus in: Reklamation, und der Lieferant " -"erhält eine E-Mail über die Annahme." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:696 msgid "" "If you claim a vendor bill, the status changes from draft to cancel " "automatically. Considering this as best practice, all the Claim documents " -"should be canceled as they won’t be valid for your accounting records." +"should be canceled as they won't be valid for your accounting records." msgstr "" -"Wenn Sie eine Lieferantenrechnung reklamieren, ändert sich der Status " -"automatisch von \"Entwurf\" zu \"Storno\". In Anbetracht dieser bewährten " -"Praxis sollten alle Reklamationsbelege storniert werden, da sie für Ihre " -"Buchhaltung nicht mehr gültig sind." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:705 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:701 +msgid "Delivery Guide" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:703 +msgid "" +"To install the Delivery Guide module, go to :menuselection:`Apps` and search" +" for :guilabel:`Chile (l10n_cl)`. Then click :guilabel:`Install` on the " +"module :guilabel:`Chile - E-Invoicing Delivery Guide`." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:708 +msgid "" +"*Chile - E-Invoicing Delivery Guide* has a dependency with *Chile - " +"Facturación Electrónica*. Odoo will install the dependency automatically " +"when the Delivery Guide module is installed." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:711 +msgid "" +"The Delivery Guide module includes sending the DTE to SII and the stamp in " +"PDF reports for deliveries." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:718 +msgid "" +"Once all configurations have been made for electronic invoices (e.g., " +"uploading a valid company certificate, setting up master data, etc.), " +"Delivery Guides need their own CAFs. Please refer to the :ref:`CAF " +"documentation ` to check the details on how to " +"acquire the CAFs for electronic Delivery Guides." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:723 +msgid "" +"Verify the following important information in the *Price for the Delivery " +"Guide* configuration:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:725 +msgid "" +":guilabel:`From Sales Order`: Delivery Guide takes the product price from " +"the Sales Order and shows it on the document." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:727 +msgid "" +":guilabel:`From Product Template`: Odoo takes the price configured in the " +"product template and shows it on the document." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:729 +msgid ":guilabel:`No show price`: no price is shown in the Delivery Guide." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:731 +msgid "" +"Electronic delivery guides are used to move stock from one place to another " +"and they can represent sales, sampling, consignment, internal transfers, and" +" basically any product move." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:735 +msgid "Delivery Guide from a Sales Process" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:737 +msgid "" +"When a Sales Order is created and confirmed, a Delivery Order is generated. " +"After validating the Delivery Order, the option to create a Delivery Guide " +"is activated." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:744 +msgid "" +"When clicking on :guilabel:`Create Delivery Guide` for the first time, a " +"warning message pops up, showing the following:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:751 +msgid "" +"This warning message means the user needs to indicate the next sequence " +"number Odoo has to take to generate the Delivery Guide, and only only " +"happens the *first time* a Delivery Guide is created in Odoo. After the " +"first document has been correctly generated, Odoo takes the CAFs next " +"available number to generate the following Delivery Guide and so on." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:756 +msgid "After the Delivery Guide is created:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:758 +msgid "" +"The DTE file (Electronic Tax Document) is automatically created and added to" +" the chatter." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:765 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:829 +msgid "" +"The DTE Status is automatically updated by Odoo with a scheduled action that" +" runs every day at night. To get a response from the SII immediately, press " +"the :guilabel:`Send now to SII` button." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:768 +msgid "" +"Once the Delivery Guide is sent, it may then be printed by clicking on the " +":guilabel:`Print Delivery Guide` button." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:776 +msgid "Electronic Receipt" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:778 +msgid "" +"To install the Electronic Receipt module, go to :menuselection:`Apps` and " +"search for :guilabel:`Chile (l10n_cl)`. Then click :guilabel:`Install` on " +"the module :guilabel:`Chile - Electronic Receipt`." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:783 +msgid "" +"*Chile - Electronic Receipt* has a dependency with *Chile - Facturación " +"Electrónica*. Odoo will install the dependency automatically when the " +"E-invoicing Delivery Guide module is installed." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:786 +msgid "" +"This module contains the electronic receipt and daily sales report, which " +"are automatically sent to SII." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:793 +msgid "" +"Once all configurations have been made for Electronic Invoices (e.g., " +"uploading a valid company certificate, setting up master data, etc.), " +"Electronic Receipts need their own CAFs. Please refer to the :ref:`CAF " +"documentation ` to check the details on how to " +"acquire the CAFs for Electronic Receipts." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:798 +msgid "" +"Electronic Receipts are useful when clients do not need an Electronic " +"Invoice. By default, there is a partner in the database called *Anonymous " +"Final Consumer* with a generic RUT 66666666-6 and taxpayer type of *Final " +"Consumer*. This partner can be used for Electronic Receipts or a new record " +"may be created for the same purpose." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:803 +msgid "" +"Although Electronic Receipts should be used for final consumers with a " +"generic RUT, it can also be used for specific partners. After the partners " +"and journals are created and configured, the Electronic Receipts are created" +" in the standard way as Electronic Invoice, but the type of document " +":guilabel:`(39) Electronic Receipt` should be selected, like so:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:815 +msgid "" +"When all of the Electronic Receipt information is filled, either manually or" +" automatically from a Sales Order, proceed to validate the receipt. By " +"default, Electronic Invoice is selected as the Document Type, however in " +"order to validate the receipt correctly, make sure to edit the Document Type" +" and change to Electronic Receipt." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:820 +msgid "After the receipt is posted:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:822 +msgid "" +"The DTE file (Electronic Tax Document) is created automatically and added to" +" the chatter." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:832 +msgid "" +"Please refer to the :ref:`DTE Workflow ` for Electronic Invoices as the workflow for Electronic Receipt " +"follows the same process." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:836 +msgid "Daily Sales Report" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:838 +msgid "" +"Once Electronic Receipts have been created, the system creates a daily sales" +" report containing all Electronic Receipts per day. This report is " +"electronically stamped and sent to the SII overnight in XML format. These " +"daily reports can be found in :menuselection:`Reports --> Daily Sales " +"Reports`." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:846 +msgid "A list of daily reports is displayed with all daily DTE sent to SII." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:852 +msgid "" +"If no Electronic Receipt was made on a particular day, the report is sent " +"but it will not have any receipts in it. The report will also have an answer" +" from the SII if it was accepted or rejected (depending on the company's " +"certificate and validated receipts)." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:861 +msgid "" +"For Chilean localization, note that the feature tax included in the price is" +" *not* supported for the Electronic Receipt." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:864 +msgid "" +"If a Daily Sales Report has already been created for a specific day in " +"another system, the daily report in Odoo will be rejected due to the " +"sequence number used. If that is the case, the user has to manually click on" +" :guilabel:`Retry` in order for a new sequence number to be generated (this " +"action is automatically done by Odoo). Afterwards, users can manually verify" +" report status with SII or wait for Odoo to update status later at night." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:874 msgid "Balance Tributario de 8 Columnas" msgstr "Balance Tributario de 8 Columnas" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:707 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:876 msgid "" "This report presents the accounts in detail (with their respective " "balances), classifying them according to their origin and determining the " @@ -5146,8 +5244,8 @@ msgstr "" "des bewerteten Zeitraums erzielt hat, so dass eine wirkliche und " "vollständige Kenntnis des Status eines Unternehmens möglich ist." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:711 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:727 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:880 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:896 msgid "" "You can find this report in :menuselection:`Accounting --> Accounting --> " "Reports`" @@ -5155,11 +5253,11 @@ msgstr "" "Sie finden diesen Bericht unter :menuselection:`Buchhaltung --> Buchhaltung " "--> Berichte`" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:718 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:887 msgid "Propuesta F29" msgstr "Propuesta F29" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:720 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:889 msgid "" "The form F29 is a new system that the SII enabled to taxpayers, and that " "replaces the Purchase and Sales Books. This report is integrated by Purchase" @@ -5173,13 +5271,11 @@ msgstr "" "der Mehrwertsteuer zu unterstützen und ihre Kontrolle und Erklärung zu " "verbessern." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:724 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:893 msgid "" -"This record is supplied by the electronic tax documents (DTE’s) that have " +"This record is supplied by the electronic tax documents (DTE's) that have " "been received by the SII." msgstr "" -"Dieser Datensatz wird von den elektronischen Steuerdokumenten (DTEs) " -"geliefert, die beim SII eingegangen sind." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:3 msgid "Colombia" @@ -6723,10 +6819,12 @@ msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:16 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/france.rst:182 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:93 msgid "Name" msgstr "Name" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:17 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:94 msgid "Technical name" msgstr "Technische Bezeichnung" @@ -6843,7 +6941,6 @@ msgid "These codes are confidential and should be stored safely." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:76 -#: ../../content/applications/finance/payment_acquirers/ogone.rst:9 msgid "Configuration on Odoo" msgstr "" @@ -7480,7 +7577,7 @@ msgstr "12" #: ../../content/applications/finance/accounting/getting_started/memento.rst:218 #: ../../content/applications/finance/accounting/getting_started/memento.rst:228 #: ../../content/applications/finance/accounting/getting_started/memento.rst:244 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:107 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:111 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:68 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:81 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:131 @@ -7512,7 +7609,7 @@ msgstr "13" #: ../../content/applications/finance/accounting/getting_started/memento.rst:218 #: ../../content/applications/finance/accounting/getting_started/memento.rst:228 #: ../../content/applications/finance/accounting/getting_started/memento.rst:244 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:107 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:111 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:68 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:81 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:131 @@ -12528,7 +12625,7 @@ msgid "EUR" msgstr "EUR" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:140 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:113 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:117 msgid "1000" msgstr "" @@ -14195,6 +14292,7 @@ msgstr "" #: ../../content/applications/finance/accounting/getting_started/initial_configuration/chart_of_accounts.rst:176 #: ../../content/applications/finance/accounting/getting_started/initial_configuration/setup.rst:193 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:52 #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:125 #: ../../content/applications/finance/accounting/taxation/taxes/default_taxes.rst:40 msgid "" @@ -14771,7 +14869,7 @@ msgstr "" #: ../../content/applications/finance/accounting/getting_started/memento.rst:86 #: ../../content/applications/finance/accounting/receivables/customer_invoices/credit_notes.rst:83 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:90 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:94 msgid "Journal Entries" msgstr "Buchungssätze" @@ -15036,7 +15134,7 @@ msgstr "" #: ../../content/applications/finance/accounting/getting_started/memento.rst:218 #: ../../content/applications/finance/accounting/getting_started/memento.rst:228 #: ../../content/applications/finance/accounting/getting_started/memento.rst:244 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:107 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:111 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:68 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:81 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:131 @@ -15045,8 +15143,8 @@ msgstr "Konto" #: ../../content/applications/finance/accounting/getting_started/memento.rst:220 #: ../../content/applications/finance/accounting/getting_started/memento.rst:246 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:109 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:111 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:113 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:115 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:70 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:133 msgid "Account Receivable" @@ -19898,6 +19996,233 @@ msgid "" "`_" msgstr "" +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:3 +msgid "Electronic invoicing (:abbr:`EDI (electronic data interchange)`)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:5 +msgid "" +"EDI, or electronic data interchange, is the inter-company communication of " +"business documents, such as purchase orders and invoices, in a standard " +"format. Sending documents according to an EDI standard ensures that the " +"machine receiving the message can interpret the information correctly. " +"Various EDI file formats exist and are available depending on your company's" +" country." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:10 +msgid "" +"EDI feature enables automating the administration between companies and " +"might also be required by some governments for fiscal control or to " +"facilitate the administration." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:13 +msgid "" +"Electronic invoicing of your documents such as customer invoices, credit " +"notes or vendor bills is one of the application of EDI." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:16 +msgid "Odoo supports, among others, the following formats." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:21 +msgid "Format Name" +msgstr "Format Name" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:22 +msgid "Applicability" +msgstr "Anwendbarkeit" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:23 +msgid "Factur-X (CII)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:24 +msgid "Default format on Odoo (enabled by default)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:25 +msgid "Peppol BIS Billing 3.0 (UBL)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:26 +msgid "" +"For companies whose countries are part of the `EAS list " +"`_" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:28 +msgid "E-FFF" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:29 +msgid "For Belgian companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:30 +msgid "XRechnung (UBL)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:31 +msgid "For German companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:32 +msgid "Fattura PA (IT)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:33 +msgid "For Italian companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:34 +msgid "CFDI (4.0)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:35 +msgid "For Mexican companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:36 +msgid "Peru UBL 2.1" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:37 +msgid "For Peruvian companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:38 +msgid "SII IVA Llevanza de libros registro (ES)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:39 +msgid "For Spanish companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:40 +msgid "UBL 2.1 (Columbia)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:41 +msgid "For Colombian companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:42 +msgid "Egyptian Tax Authority" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:43 +msgid "For Egyptian companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:44 +msgid "E-Invoice (IN)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:45 +msgid "For Indian companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:46 +msgid "NLCIUS (Netherlands)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:47 +msgid "For Dutch companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:48 +msgid "EHF 3.0" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:49 +msgid "For Norwegian companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:57 +msgid "" +"Go to :menuselection:`Accounting --> Configuration --> Journals --> Customer" +" Invoices --> Advanced Settings --> Electronic Invoicing` and enable the " +"formats you need for this journal." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:64 +msgid "" +"Once an electronic invoicing format is enabled, XML documents are generated " +"when clicking on :guilabel:`Confirm` in documents such as invoices, credit " +"notes, etc. These documents are either visible in the attachment section, or" +" embedded in the PDF." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:69 +msgid "" +"For E-FFF, the xml file only appears after having generated the PDF " +"(:guilabel:`Print` or :guilabel:`Send & Print` button), since the PDF needs " +"to be embedded inside the xml." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:71 +msgid "" +"By default, the :guilabel:`Factur-X` option is enabled. It means that an XML" +" file is automatically included in the PDF document that is sent." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:73 +msgid "" +"The formats available depend on the country registered in your company's " +":guilabel:`General Information`." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:75 +msgid "" +"Odoo supports the **Peppol BIS Billing 3.0** format that can be used via " +"existing access points." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:79 +msgid "Add new formats to a database created before July 2022" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:81 +msgid "" +"If your database was created before July 2022 and you wish to use one of the" +" formats available from July 2022, you have to :ref:`install " +"` the module :guilabel:`Import/Export electronic invoices " +"with UBL/CII` (module’s technical name: `account_edi_ubl_cii`) and your " +"country-specific module." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:87 +msgid "" +"If you want to use the Belgian format E-FFF in a database created prior to " +"July 2022, you need to :ref:`install `:" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:95 +msgid "Belgium - E-Invoicing (UBL 2.0, e-fff)" +msgstr "Belgien - E-Rechnungen (UBL 2.0, e-fff)" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:96 +msgid "`l10n_be_edi`" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:97 +msgid "Import/Export electronic invoices with UBL/CII" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:98 +msgid "`account_edi_ubl_cii`" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:101 +msgid "" +"Once the new module is installed, UBL 2.0 and UBL 2.1 formats no longer " +"appear in the journal since UBL BIS Billing 3.0 is available and more widely" +" supported." +msgstr "" + #: ../../content/applications/finance/accounting/receivables/customer_invoices/epc_qr_code.rst:3 msgid "Add EPC QR Codes to invoices" msgstr "" @@ -20356,49 +20681,59 @@ msgid "" "Conditions*." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:44 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:42 +msgid ":doc:`cash_discounts`" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:43 +msgid "" +"`Odoo Tutorials: Payment Terms `_" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:48 msgid "" "Go to :menuselection:`Accounting --> Configuration --> Payment Terms` and " "click on *Create*." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:46 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:50 msgid "" "The **Description on the Invoice** is the text displayed on the document " "(sale order, invoice, etc.)." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:49 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:53 msgid "" "In the **Terms** section, you can add a set of rules, called *terms*, to " "define what needs to be paid and by which due date." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:52 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:56 msgid "" "To add a term, click on *Add a line*, and define its *Type*, *Value*, and " "*Due Date Computation*." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:55 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:59 msgid "Terms are computed in the order they are set up." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:56 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:60 msgid "The **balance** should always be used for the last line." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:58 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:62 msgid "" "In the following example, 30% is due on the day of issuance, and the balance" " is due at the end of the following month." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:67 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:71 msgid "Using Payment Terms" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:69 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:73 msgid "" "Payment Terms can be defined in the **Due Date** field, with the **Terms** " "drop-down list, on:" @@ -20433,13 +20768,13 @@ msgid "" "*Due Date* is enough." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:80 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:84 msgid "" "You can also define a **Due Date** manually. If Payment Terms are already " "defined, empty the field so you can select a date." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:83 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:87 msgid "Payment Terms can be defined with the **Payment Terms** field on:" msgstr "" @@ -20454,66 +20789,56 @@ msgid "" "under the *Sales & Purchase* tab." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:92 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:96 msgid "" "Invoices with specific Payment Terms generate different *Journal Entries*, " "with one *Journal Item* for every computed *Due Date*." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:95 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:99 msgid "" "This makes for easier *Follow-ups* and *Reconciliation* since Odoo takes " "each due date into account, rather than just the balance due date. It also " "helps to get an accurate *Aged Receivable report*." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:103 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:107 msgid "" "In this example, an invoice of $1000 has been issued with the following " "payment terms: *30% is due on the day of issuance, and the balance is due at" " the end of the following month.*" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:107 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:111 msgid "Due date" msgstr "Fälligkeitsdatum" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:109 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:113 msgid "February 21" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:109 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:113 msgid "300" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:111 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:115 msgid "March 31" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:111 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:115 msgid "700" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:113 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:117 msgid "Product Sales" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:116 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:120 msgid "" "The $1000 debited on the Account Receivable is split into two distinct " "*Journal Items*. Both of them have their own **Due Date**." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:120 -msgid ":doc:`cash_discounts`" -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:121 -msgid "" -"`Odoo Tutorials: Terms and Conditions (T&C) and Payment Terms " -"`_" -msgstr "" - #: ../../content/applications/finance/accounting/receivables/customer_invoices/snailmail.rst:5 msgid "Send your invoices by post (Snailmail)" msgstr "" @@ -22367,12 +22692,13 @@ msgstr "" #: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:77 msgid "" -"always store the default price TAX EXCLUDED on the product form, and apply a" -" tax (price included on the product form)" +"always store the default price **tax excluded** on the product form, and " +"apply a tax (price excluded on the product form)" msgstr "" #: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:80 -msgid "create a pricelist with prices in TAX INCLUDED, for specific customers" +msgid "" +"create a pricelist with prices in **tax included**, for specific customers" msgstr "" #: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:83 @@ -22400,11 +22726,44 @@ msgid "" "website" msgstr "" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:97 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:99 +msgid "eCommerce" +msgstr "eCommerce" + +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:101 +msgid "" +"If you only use B2C or B2B prices on your website, simply select the " +"appropriate setting in the **Website** app settings." +msgstr "" + +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:104 +msgid "" +"If you have both B2B and B2C prices on a single website, please follow these" +" instructions:" +msgstr "" + +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:106 +msgid "" +"Activate the :ref:`developer mode ` and go to " +":menuselection:`General Settings --> Users & Companies --> Groups`." +msgstr "" + +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:108 +msgid "" +"Open either `Technical / Tax display B2B` or `Technical / Tax display B2C`." +msgstr "" + +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:109 +msgid "" +"Under the :guilabel:`Users` tab, add the users requiring access to the price" +" type. Add B2C users in the B2C group and B2B users in the B2B group." +msgstr "" + +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:113 msgid "Setting your products" msgstr "" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:99 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:115 msgid "" "Your company must be configured with tax excluded by default. This is " "usually the default configuration, but you can check your **Default Sale " @@ -22412,7 +22771,7 @@ msgid "" "Accounting application." msgstr "" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:107 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:123 msgid "" "Once done, you can create a **B2C** pricelist. You can activate the " "pricelist feature per customer from the menu: :menuselection:`Configuration " @@ -22420,25 +22779,25 @@ msgid "" "per customer segment**." msgstr "" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:112 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:128 msgid "" "Once done, create a B2C pricelist from the menu " ":menuselection:`Configuration --> Pricelists`. It's also good to rename the " "default pricelist into B2B to avoid confusion." msgstr "" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:116 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:132 msgid "" "Then, create a product at 8.26€, with a tax of 21% (defined as tax not " "included in price) and set a price on this product for B2C customers at 10€," " from the :menuselection:`Sales --> Products` menu of the Sales application:" msgstr "" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:125 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:141 msgid "Setting the B2C fiscal position" msgstr "" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:127 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:143 msgid "" "From the accounting application, create a B2C fiscal position from this " "menu: :menuselection:`Configuration --> Fiscal Positions`. This fiscal " @@ -22446,18 +22805,18 @@ msgid "" "included in price)" msgstr "" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:136 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:152 msgid "Test by creating a quotation" msgstr "" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:138 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:154 msgid "" "Create a quotation from the Sale application, using the " ":menuselection:`Sales --> Quotations` menu. You should have the following " "result: 8.26€ + 1.73€ = 9.99€." msgstr "" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:145 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:161 msgid "" "Then, create a quotation but **change the pricelist to B2C and the fiscal " "position to B2C** on the quotation, before adding your product. You should " @@ -22465,15 +22824,15 @@ msgid "" "8.26€ + 1.74€ = 10.00€." msgstr "" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:153 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:169 msgid "This is the expected behavior for a customer of your shop." msgstr "" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:156 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:172 msgid "Avoid changing every sale order" msgstr "" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:158 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:174 msgid "" "If you negotiate a contract with a customer, whether you negotiate tax " "included or tax excluded, you can set the pricelist and the fiscal position " @@ -22481,13 +22840,13 @@ msgid "" "of this customer." msgstr "" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:163 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:179 msgid "" "The pricelist is in the **Sales & Purchases** tab of the customer form, and " "the fiscal position is in the accounting tab." msgstr "" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:166 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:182 msgid "" "Note that this is error prone: if you set a fiscal position with tax " "included in prices but use a pricelist that is not included, you might have " @@ -25077,7 +25436,6 @@ msgstr "" #: ../../content/applications/finance/payment_acquirers/authorize.rst:15 #: ../../content/applications/finance/payment_acquirers/buckaroo.rst:15 #: ../../content/applications/finance/payment_acquirers/mollie.rst:14 -#: ../../content/applications/finance/payment_acquirers/ogone.rst:15 #: ../../content/applications/finance/payment_acquirers/paypal.rst:17 #: ../../content/applications/finance/payment_acquirers/sips.rst:15 msgid "Credentials tab" @@ -25232,7 +25590,7 @@ msgstr "" #: ../../content/applications/finance/payment_acquirers/authorize.rst:12 #: ../../content/applications/finance/payment_acquirers/buckaroo.rst:12 #: ../../content/applications/finance/payment_acquirers/mollie.rst:11 -#: ../../content/applications/finance/payment_acquirers/ogone.rst:12 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:9 #: ../../content/applications/finance/payment_acquirers/paypal.rst:14 #: ../../content/applications/finance/payment_acquirers/sips.rst:12 #: ../../content/applications/finance/payment_acquirers/stripe.rst:12 @@ -25377,10 +25735,9 @@ msgstr "" #: ../../content/applications/finance/payment_acquirers/authorize.rst:53 #: ../../content/applications/finance/payment_acquirers/buckaroo.rst:47 #: ../../content/applications/finance/payment_acquirers/mollie.rst:31 -#: ../../content/applications/finance/payment_acquirers/ogone.rst:88 #: ../../content/applications/finance/payment_acquirers/paypal.rst:144 #: ../../content/applications/finance/payment_acquirers/sips.rst:32 -#: ../../content/applications/finance/payment_acquirers/stripe.rst:130 +#: ../../content/applications/finance/payment_acquirers/stripe.rst:134 #: ../../content/applications/finance/payment_acquirers/wire_transfer.rst:39 msgid ":doc:`../payment_acquirers`" msgstr "" @@ -25630,142 +25987,204 @@ msgid "" "in secure electronic transactions." msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:17 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:10 msgid "" -"Odoo needs your **API Credentials** to connect with your Ogone account, " -"which comprise:" +"`Ogone's documentation `_." msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:19 -msgid "" -"**PSPID**: The ID solely used to identify the account with Ogone. You chose " -"it when you opened your account." +#: ../../content/applications/finance/payment_acquirers/ogone.rst:13 +msgid "Settings in Ogone" msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:21 -msgid "" -":ref:`API User ID `: The ID solely used to identify the user" -" with Ogone." +#: ../../content/applications/finance/payment_acquirers/ogone.rst:16 +msgid "Create an API user" msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:22 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:18 msgid "" -":ref:`API User Password `: Value used to identify the user " -"with Ogone." +"Log into your Ogone account and head to the :guilabel:`Configuration` tab." msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:23 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:20 msgid "" -":ref:`SHA Key IN `: Key used in the signature Odoo send to" -" Ogone." +"You need to create an **API user** to be used in the creation of " +"transactions from Odoo. While you can use your main account to do so, using " +"an **API user** ensures that if the credentials used in Odoo are leaked, no " +"access to your Ogone configuration is possible. Additionally, passwords for " +"**API users** do not need to be updated regularly, unlike normal users." msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:24 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:25 msgid "" -":ref:`SHA Key OUT `: Key used in the signature Ogone send" -" to Odoo." +"To create an **API user**, go to :menuselection:`Configuration --> Users` " +"and click on :guilabel:`New User`. The following fields must be configured:" msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:26 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:30 +msgid ":guilabel:`UserID`: you can choose anything you want." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:31 msgid "" -"You can copy your credentials from your Ogone account, and paste them in the" -" related fields under the **Credentials** tab." +":guilabel:`User's Name, E-mail and Timezone`: you can enter the information " +"you want." msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:32 -msgid "API User ID and Password" +msgid ":guilabel:`Profile`: should be set to :guilabel:`Admin`." msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:34 -msgid "" -"If you already created a user and have both its ID and password, just copy " -"them. You can also generate a new password from " -":menuselection:`Configuration --> Users --> Your chosen user --> change " -"password`." +#: ../../content/applications/finance/payment_acquirers/ogone.rst:33 +msgid ":guilabel:`Special user for API`: should be checked." msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:38 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:35 msgid "" -"If you don't have a user, create one by going to " -":menuselection:`Configuration --> Users --> New User`. Set your **User ID** " -"to get your **password** when you save your new user." +"After the creation of the user, you are required to generate a password. " +"Save the password and **UserID**, as they will be required later on during " +"the setup." msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:48 -msgid "SHA Key IN" -msgstr "SHA Schlüssel IN" - -#: ../../content/applications/finance/payment_acquirers/ogone.rst:50 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:39 msgid "" -"In order to retrieve the SHA Key IN, log into your ogone account, go to " -":menuselection:`Configuration --> Technical Information --> Data and origin " -"verification --> Checks for e-Commerce & Alias Gateway`, and retrieve **SHA " -"Key IN**." +"If you already have an user set up, make sure it is activated without any " +"error. If not, simply click the :guilabel:`Activate(Errors)` button to reset" +" the user." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:43 +msgid "Set up Ogone for Odoo" +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:45 +msgid "" +"Ogone must now be configured to accept payments from Odoo. Head to " +":menuselection:`Configuration --> Technical Information --> Global Security " +"Parameters`, select :guilabel:`SHA-1` as :guilabel:`Hash Algorithm` and " +":guilabel:`UTF-8` as :guilabel:`character encoding`. Then, go to the " +":guilabel:`Data and Origin verification` tab of the same page and leave the " +"URL field of the :guilabel:`e-Commerce and Alias Gateway` section blank." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:52 +msgid "" +"If you need to use another algorithm, such as `sha-256` or `sha-512`, within" +" Odoo, activate the :ref:`developer mode ` and go to " +":menuselection:`General Settings --> Technical --> System Parameters`. From " +"here, search for `payment_ogone.hash.function` and change the value line to " +"the desired algorithm (`sha-256` or `sha-512`)." msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:57 -msgid "SHA Key OUT" -msgstr "SHA Schlüssel OUT" - -#: ../../content/applications/finance/payment_acquirers/ogone.rst:59 msgid "" -"In order to retrieve the SHA Key OUT, log into your ogone account, go to " -":menuselection:`Configuration --> Technical Information --> Transaction " -"feedback --> All transaction submission modes`, and get or generate your " -"**API Key** and **Client Key**. Be careful to copy your API key as you'll " -"not be allowed to get it later without generating a new one." +"You are now required to generate **SHA-IN** passphrases. **SHA-IN** and " +"**SHA-OUT** passphrases are used to digitally sign the transaction requests " +"and responses between Odoo and Ogone. By using these secret passphrases and " +"the `sha-1` algorithm, both systems can ensure that the information they " +"receive from the other was not altered or tampered with." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:62 +msgid "" +"Enter the same **SHA-IN** passphrase in both :guilabel:`Checks for " +"e-Commerce & Alias Gateway` and :guilabel:`Checks for DirectLink and Batch " +"(Automatic)`. You can leave the IP address field blank." msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:65 msgid "" -"If you are trying Ogone as a test, with the Test Account, change the " -"**State** to *Test Mode*. We recommend doing this on a test Odoo database, " -"rather than on your main database." +"Your **SHA-IN** and **SHA-OUT** passphrases should be different, and between" +" 16 and 32 characters long. Make sure to use the same **SHA-IN** and **SHA-" +"OUT** passphrases throughout the entire Ogone configuration, as Odoo only " +"allows a single **SHA-IN** and single **SHA-OUT** passphrase." msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:69 -msgid "Configuration on Ogone" -msgstr "" - -#: ../../content/applications/finance/payment_acquirers/ogone.rst:71 msgid "" -"Now that Odoo can communicate with Ogone, we need to make sure that Ogone " -"can send information to your database." +"In order to retrieve the **SHA-OUT** key, log into your Ogone account, go to" +" :menuselection:`Configuration --> Technical Information --> Transaction " +"feedback --> All transaction submission modes`, and get or generate your " +"**API Key** and **Client Key**. Be careful to copy your API key as you’ll " +"not be allowed to get it later without generating a new one." msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:74 msgid "" -"To do so, log into your Ogone account and go to " -":menuselection:`Configuration --> Technical Information --> Transaction " -"feedback --> Direct HTTP server-to-server request`." +"When done, head to :menuselection:`Configuration --> Technical Information " +"--> Transaction Feedback` and check the following options:" msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:77 -msgid "Then, fill the form with the following data:" +msgid "" +"The :guilabel:`URL` fields for :guilabel:`HTTP redirection in the browser` " +"can be left empty, as Odoo will specify these URLs for every transaction " +"request." msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:79 msgid "" -"In the **Timing of the request**, select *Online but switch to a deferred " -"request when the online requests fail*." +":guilabel:`I would like to receive transaction feedback parameters on the " +"redirection URLs`: should be checked." msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:0 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:81 msgid "" -"Enter your Odoo databases URL in both **URLs** followed by " -"``/payment/ogone/return``." -msgstr "" - -#: ../../content/applications/finance/payment_acquirers/ogone.rst:0 -msgid "For example: ``https://yourcompany.odoo.com/payment/ogone/return``" +":guilabel:`Direct HTTP server-to-server request`: should to be set to " +"`Online but switch to a deferred request when the online request fails`." msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:83 -msgid "Select *POST* for the **Request Method**." +msgid "" +"Both **URL** fields should contain the same following URL, with `` " +"replaced by your database: `https:///payment/ogone/return`." msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:85 -msgid "Save, and you are ready to go!" +#: ../../content/applications/finance/payment_acquirers/ogone.rst:86 +msgid "" +":guilabel:`Dynamic eCommerce Parameters` should contain the following " +"values: `ALIAS`, `AMOUNT`, `CARDNO`, `CN`, `CURRENCY`, `IP`, `NCERROR` " +"`ORDERID`, `PAYID`, `PM`, `STATUS`, `TRXDATE`. Other parameters can be " +"included (if you have another integration with Ogone that requires them), " +"but are not advised." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:90 +msgid "" +"In the :guilabel:`All transaction submission modes` section, fill out **SHA-" +"OUT** passphrase and disable `HTTP request for status change`." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:93 +msgid "" +"To allow your customers to save their credit card credentials for future " +"use, head to :menuselection:`Configuration --> Alias --> My alias " +"information`. From this tab, you can configure how the user can have its " +"card details saved, for how long the information is saved, if a checkbox to " +"save the card information should be displayed, etc." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:99 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:11 +msgid "Settings in Odoo" +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:101 +msgid "" +"To set up Ogone in Odoo, head to :menuselection:`Accounting --> " +"Configuration --> Payment Acquirers` and open the Ogone acquirer. In the " +":guilabel:`Credentials` tab, enter the **PSPID** of your Ogone account, and " +"fill out the other fields as configured in your :ref:`Ogone portal " +"`." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:106 +msgid "" +"If you wish to run tests with Ogone, within the accounting app, go to " +":menuselection:`Configuration --> Payment Acquirers`. Click on " +":guilabel:`Ogone`, enable :guilabel:`Test Mode` and enter your credentials " +"in the :guilabel:`Credentials` tab. We recommend doing this on an Odoo test " +"database, rather than on your main database." msgstr "" #: ../../content/applications/finance/payment_acquirers/paypal.rst:3 @@ -25780,10 +26199,6 @@ msgid "" " where the customer is routed to the Paypal website to register the payment." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:11 -msgid "Settings in Odoo" -msgstr "" - #: ../../content/applications/finance/payment_acquirers/paypal.rst:19 msgid "" "Odoo needs your **API Credentials** to connect with your PayPal account, " @@ -26299,12 +26714,23 @@ msgstr "" #: ../../content/applications/finance/payment_acquirers/stripe.rst:119 msgid "" -"To enable specific local payment methods with Stripe, list them as supported" -" payment icons. To do so, go to :menuselection:`Payment Acquirers --> Stripe" -" --> Configuration` and add the desired payment methods in the **Supported " -"Payment Icons** field. If the desired payment method is already listed, you " -"don't have anything to do. If a payment icon record doesn't exist in the " -"database, its related payment method is considered enabled with Stripe." +"To enable some of these local payment methods with Stripe, list them as " +"supported payment icons. To do so, go to :menuselection:`Payment Acquirers " +"--> Stripe --> Configuration` and add the desired payment methods in the " +"**Supported Payment Icons** field. If the desired payment method is already " +"listed, you don't have anything to do." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/stripe.rst:129 +msgid "" +"If a payment icon record does not exist in the database and its related " +"local payment method is listed above, it is considered enabled with Stripe." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/stripe.rst:131 +msgid "" +"If a local payment method is not listed above, it is not supported and " +"cannot be enabled." msgstr "" #: ../../content/applications/finance/payment_acquirers/wire_transfer.rst:3 diff --git a/locale/de/LC_MESSAGES/productivity.po b/locale/de/LC_MESSAGES/productivity.po index 291c55954..1b2d4e66d 100644 --- a/locale/de/LC_MESSAGES/productivity.po +++ b/locale/de/LC_MESSAGES/productivity.po @@ -5,7 +5,6 @@ # # Translators: # Friederike Fasterling-Nesselbosch, 2022 -# Rudolf Schnapka , 2022 # e2f , 2022 # Martin Trigaux, 2022 # @@ -14,7 +13,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-07-22 09:36+0000\n" +"POT-Creation-Date: 2022-09-01 15:11+0000\n" "PO-Revision-Date: 2021-11-02 08:49+0000\n" "Last-Translator: Martin Trigaux, 2022\n" "Language-Team: German (https://www.transifex.com/odoo/teams/41243/de/)\n" @@ -1309,7 +1308,7 @@ msgstr "" #: ../../content/applications/productivity/iot/devices/scale.rst:17 msgid "" -"If your scale is `compatibale with Odoo IoT Box " +"If your scale is `compatible with Odoo IoT Box " "`_, there is no need to set up " "anything because it will be automatically detected as soon as it is " "connected." @@ -1654,925 +1653,1850 @@ msgstr "" msgid "Open any email; the shortcut should be displayed." msgstr "" -#: ../../content/applications/productivity/studio.rst:8 +#: ../../content/applications/productivity/studio.rst:6 msgid "Studio" msgstr "Studio" -#: ../../content/applications/productivity/studio.rst:10 +#: ../../content/applications/productivity/studio.rst:16 msgid "" -"Learn all you need in order to build custom applications: customize views, " -"create specific reports, automate actions, define approval workflows, etc." +"Studio is a toolbox that allows you to customize Odoo without coding " +"knowledge. For example, you can, on any app, add or modify:" msgstr "" -#: ../../content/applications/productivity/studio.rst:14 +#: ../../content/applications/productivity/studio.rst:19 +msgid ":doc:`Fields `" +msgstr "" + +#: ../../content/applications/productivity/studio.rst:20 +msgid ":doc:`Views `" +msgstr "" + +#: ../../content/applications/productivity/studio.rst:21 +msgid ":doc:`Models `" +msgstr "" + +#: ../../content/applications/productivity/studio.rst:22 +msgid ":doc:`Automated actions `" +msgstr "" + +#: ../../content/applications/productivity/studio.rst:23 +msgid "PDF reports" +msgstr "" + +#: ../../content/applications/productivity/studio.rst:24 +msgid "Approval rules" +msgstr "" + +#: ../../content/applications/productivity/studio.rst:25 +msgid "Security rules" +msgstr "" + +#: ../../content/applications/productivity/studio.rst:27 +msgid "" +"Or you can :doc:`build an app from scratch `." +msgstr "" + +#: ../../content/applications/productivity/studio.rst:30 msgid "`Odoo Tutorials: Studio `_" msgstr "" -#: ../../content/applications/productivity/studio/concepts.rst:5 -msgid "Concepts" +#: ../../content/applications/productivity/studio/automated_actions.rst:3 +msgid "Automated actions (automations)" msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:3 -msgid "Understanding Automated Actions" +#: ../../content/applications/productivity/studio/automated_actions.rst:5 +msgid "" +"Automated actions are used to trigger automatic changes based on user " +"actions (e.g., apply a modification when a field is set to a specific value)" +" or on time conditions (e.g., archive a record 7 days after its last " +"update)." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:6 +#: ../../content/applications/productivity/studio/automated_actions.rst:9 msgid "" -"Automated actions are used to trigger actions. They are based on conditions " -"and happen on top of Odoo’s default business logic." +"To create an automated action with Studio, go to :guilabel:`Automations` " +"from anywhere within Studio." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:9 +#: ../../content/applications/productivity/studio/automated_actions.rst:12 msgid "" -"Examples of automated actions include: creating a next activity upon a " -"quote's confirmation; adding a user as a follower of a confirmed invoice if " -"its total is higher than a certain amount; or preventing a lead from " -"changing stage if a field is not filled in." +"For every automated action you create, the following elements should be " +"defined: the :ref:`studio/automated-actions/model`, the " +":ref:`studio/automated-actions/trigger`, the :ref:`studio/automated-" +"actions/apply-on`, and the :ref:`studio/automated-actions/action`." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:25 +msgid "Model" +msgstr "Modell" + +#: ../../content/applications/productivity/studio/automated_actions.rst:27 +msgid "Select the model where the automated action should be applied." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:16 +#: ../../content/applications/productivity/studio/automated_actions.rst:30 msgid "" -"Let's understand how to properly define *when* an automated action runs and " -"*how* to create one:" +"The model you are on when you click on :guilabel:`Automations` is pre-" +"selected by default." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:35 +msgid "Trigger" +msgstr "Auslöser" + +#: ../../content/applications/productivity/studio/automated_actions.rst:37 +msgid "" +"Define when the automated action should be applied. Six triggers are " +"available." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:42 +msgid "On Creation" +msgstr "Bei Erstellung" + +#: ../../content/applications/productivity/studio/automated_actions.rst:44 +msgid "The action is triggered when a record is created and then saved." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:18 +#: ../../content/applications/productivity/studio/automated_actions.rst:49 +msgid "On Update" +msgstr "Beim Aktualisieren" + +#: ../../content/applications/productivity/studio/automated_actions.rst:51 msgid "" -"The first step is to choose the :doc:`Model ` on " -"which the action is applied." +"The action is triggered when a previously saved record is edited and then " +"saved." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:19 +#: ../../content/applications/productivity/studio/automated_actions.rst:53 msgid "" -"The **Trigger** field defines the event that causes the automated action to " -"happen:" +"Use :guilabel:`Trigger Fields` to specify which fields - and only those - " +"trigger the action on their update." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:21 +#: ../../content/applications/productivity/studio/automated_actions.rst:55 msgid "" -"*On Creation*: when a new record is created. Note that the record is created" -" once saved for the first time." +"To detect when a record changes from one state to another, define a " +":guilabel:`Before Update Domain` filter, which checks if the condition is " +"satisfied before the record is updated. Then set an :ref:`studio/automated-" +"actions/apply-on` filter, which checks if the condition is met after the " +"record is updated." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:23 +#: ../../content/applications/productivity/studio/automated_actions.rst:61 msgid "" -"*On Update*: when the record is updated. Note that the update happens once " -"the record is saved." +"If you want the automated action to happen when an email address is set on a" +" contact, define the :guilabel:`Before Update Domain` to `Email is not set`," +" and the :guilabel:`Apply on` domain to `Email is set`." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:24 +#: ../../content/applications/productivity/studio/automated_actions.rst:72 +msgid "On Creation & Update" +msgstr "Bei Erstellung und Aktualisierung" + +#: ../../content/applications/productivity/studio/automated_actions.rst:74 msgid "" -"*On Creation & Update*: on the creation and/or on the update of a record " -"once the form is saved." +"The action is triggered when a record is created and saved or edited " +"afterward and saved." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:25 -msgid "*On Deletion*: on the removal of a record under the condition set." +#: ../../content/applications/productivity/studio/automated_actions.rst:79 +msgid "On Deletion" +msgstr "Beim Löschen" + +#: ../../content/applications/productivity/studio/automated_actions.rst:81 +msgid "The action is triggered when a record is deleted." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:26 +#: ../../content/applications/productivity/studio/automated_actions.rst:84 msgid "" -"*Based on Form Modification*: when the value of the specified *Trigger* " -"field is changed in the interface (user sees the changes before saving the " -"record). Note that this action can only be used with the *Execute Python " -"Code* action type." +"This trigger is rarely used, as archiving records is usually preferred to " +"deletion." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:29 +#: ../../content/applications/productivity/studio/automated_actions.rst:89 +msgid "Based on Form Modification" +msgstr "Auf Basis von Formularanpassungen" + +#: ../../content/applications/productivity/studio/automated_actions.rst:91 msgid "" -"*Based on Timed Condition*: a delay happens after a specific date/time. Set " -"a *Delay after trigger date* if you need a delay to happen before the " -"*Trigger Date*. Example: to send a reminder 15min before a meeting. If the " -"date/time is not set on the form of the model chosen, the date/time " -"considered is the one of the creation/update of the record." +"The action is triggered when any change is done to a trigger field's value " +"on the :ref:`Form view `, even before saving the " +"record. This trigger only works on the user interface when a modification is" +" made by a user. If the field is changed through another action and not by " +"the user, the action will not run." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:34 -msgid "For every Trigger option, **conditions** can be applied, such as:" +#: ../../content/applications/productivity/studio/automated_actions.rst:97 +msgid "" +"This trigger can only be used with the :ref:`Execute Python Code action " +"`, so development is required." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:36 +#: ../../content/applications/productivity/studio/automated_actions.rst:103 +msgid "Based on Timed Condition" +msgstr "Auf Basis der erfassten Zeiten" + +#: ../../content/applications/productivity/studio/automated_actions.rst:105 msgid "" -"*Before Update Domain*: if designated, this condition must be satisfied " -"before the record is updated." +"The action is triggered when a trigger field's date or date & time value is " +"reached." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:38 +#: ../../content/applications/productivity/studio/automated_actions.rst:107 msgid "" -"*Apply on*: if designated, this condition must be satisfied before executing" -" the action rule (*Action To Do*), and after the update." +"To trigger the action after the :guilabel:`Trigger Date`, add a number of " +"minutes, hours, days, or months under :guilabel:`Delay after trigger date`. " +"To trigger the action before, add a negative number instead." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:41 +#: ../../content/applications/productivity/studio/automated_actions.rst:112 msgid "" -"The **Active** option is to be turned off when the rule should be hidden and" -" not executed." +"If you want to send a reminder email 30 minutes before the start of a " +"calendar event, select the :guilabel:`Start (Calendar Event)` under " +":guilabel:`Trigger Date` and set the :guilabel:`Delay after trigger date` to" +" **-30** :guilabel:`Minutes`." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:43 +#: ../../content/applications/productivity/studio/automated_actions.rst:121 +msgid "By default, the scheduler checks for trigger dates every 4 hours." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:126 +msgid "Apply on" +msgstr "Anzuwenden auf" + +#: ../../content/applications/productivity/studio/automated_actions.rst:128 msgid "" -"Under **Action To Do** choose the type of server action that must be " -"executed once records meet the *Trigger* conditions:" +"Define on which records of the model the automated action should be applied." +" It works the same way as when you apply filters on a model." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:45 +#: ../../content/applications/productivity/studio/automated_actions.rst:134 +msgid "Action" +msgstr "Aktion" + +#: ../../content/applications/productivity/studio/automated_actions.rst:136 msgid "" -"*Execute Python Code*: a block of code is executed. A *Help* tab with the " -"variables that can be used is available." +"Determine what the automated action should do (server action). There are " +"eight types of action to choose from." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:47 -msgid "*Create New Record*: a new record with new values is created." +#: ../../content/applications/productivity/studio/automated_actions.rst:142 +msgid "Execute Python Code" +msgstr "Python-Code ausführen" + +#: ../../content/applications/productivity/studio/automated_actions.rst:144 +msgid "" +"The action is used to execute Python code. The available variables are " +"described on the :guilabel:`Python Code` tab, which is also used to write " +"your code, or on the :guilabel:`Help` tab." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:147 +msgid "" +"To allow the action to be run through the website, tick :guilabel:`Available" +" on the Website` and add a :guilabel:`Website Path`." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:48 -msgid "*Update a Record*: updates the record that triggered the action." +#: ../../content/applications/productivity/studio/automated_actions.rst:153 +msgid "Create a new Record" +msgstr "Einen neuen Datensatz erzeugen" + +#: ../../content/applications/productivity/studio/automated_actions.rst:155 +msgid "The action is used to create a new record on any model." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:49 +#: ../../content/applications/productivity/studio/automated_actions.rst:158 msgid "" -"*Execute several actions*: defines an action that triggers other server " -"actions." +"Selecting a :guilabel:`Target Model` is only required if you want to target " +"another model than the one you are on." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:50 +#: ../../content/applications/productivity/studio/automated_actions.rst:161 msgid "" -"*Send Email*: an automatic :doc:`email " -"` is sent." +"To link the record that triggered the creation of the new record, select a " +"field under :guilabel:`Link Field`. For example, you could create a contact " +"automatically when a lead is turned into an opportunity." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:51 -msgid "*Add Followers*: followers are notified of changes in the task." +#: ../../content/applications/productivity/studio/automated_actions.rst:164 +msgid "" +":guilabel:`Data to Write` tab: the tab is used to specify the new record's " +"values. After selecting a :guilabel:`Field`, select its " +":guilabel:`Evaluation Type`:" msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:52 +#: ../../content/applications/productivity/studio/automated_actions.rst:167 msgid "" -"*Create Next Activity*: creates an activity such as: *Call*, *Email*, " -"*Reminder*." +":guilabel:`Value`: used to directly give the field's raw value in the " +":guilabel:`Value` column." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:53 +#: ../../content/applications/productivity/studio/automated_actions.rst:168 msgid "" -"*Send SMS Text Message*: sends an :doc:`SMS " -"`." +":guilabel:`Reference`: used to select the record under the " +":guilabel:`Record` column and let Studio add the internal ID in the " +":guilabel:`Value` column." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:56 -msgid "Example" +#: ../../content/applications/productivity/studio/automated_actions.rst:172 +msgid "" +"If an automated action creates a new task in a project, you can assign it to" +" a specific user by setting the :guilabel:`Field` to :guilabel:`Responsible " +"User (Project)`, the :guilabel:`Evaluation Type` to :guilabel:`Reference`, " +"and the :guilabel:`Record` to a specific user." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:58 +#: ../../content/applications/productivity/studio/automated_actions.rst:181 msgid "" -"This is the process of which the update of the *Email* field on the " -"Lead/Opportunity *Model*, with a *Trigger Condition* set to *On Update*, " -"goes through:" +":guilabel:`Python expression`: used to dynamically define the newly created " +"record’s value for a field using Python code in the :guilabel:`Value` " +"column." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:65 -msgid "The user creates the record without an email address set." +#: ../../content/applications/productivity/studio/automated_actions.rst:187 +msgid "Update the Record" +msgstr "Den Datensatz aktualisieren" + +#: ../../content/applications/productivity/studio/automated_actions.rst:189 +msgid "" +"The action is used to set value(s) for field(s) of any record on the current" +" model." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:66 -msgid "The user updates the record defining an email address." +#: ../../content/applications/productivity/studio/automated_actions.rst:192 +msgid "" +"The process to fill in the :guilabel:`Data to Write` tab is the same as " +"described under :ref:`studio/automated-actions/action/new-record`." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:67 +#: ../../content/applications/productivity/studio/automated_actions.rst:198 +msgid "Execute several actions" +msgstr "Ausführen mehrerer Aktionen" + +#: ../../content/applications/productivity/studio/automated_actions.rst:200 msgid "" -"Once the change is saved, the automation checks if any of the *Watched " -"Fields* are being updated (for the example: field name *email_from* (Email)." +"The action is used to trigger multiple actions at the same time. To do so, " +"click on :guilabel:`Add a line` under the :guilabel:`Actions` tab. In the " +":guilabel:`Child Actions` pop-up, click on :guilabel:`Create` and configure " +"the action." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:69 +#: ../../content/applications/productivity/studio/automated_actions.rst:207 +msgid "Send Email" +msgstr "E-Mail versenden" + +#: ../../content/applications/productivity/studio/automated_actions.rst:209 msgid "" -"If true, it checks if the record matches the *Before Update Domain* (for the" -" example: *email is not set*)." +"The action is used to send an email to a contact linked to a specific " +"record. To do so, select or create an :guilabel:`Email Template`." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:71 +#: ../../content/applications/productivity/studio/automated_actions.rst:215 +msgid "Add Followers" +msgstr "Abonnenten hinzufügen" + +#: ../../content/applications/productivity/studio/automated_actions.rst:217 +msgid "The action is used to subscribe existing contacts to the record." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:222 +msgid "Create Next Activity" +msgstr "Folgeaktivität erstellen" + +#: ../../content/applications/productivity/studio/automated_actions.rst:224 msgid "" -"If true, it checks (*after the update*) whether the record matches the " -"*Apply on* domain (for the example: *email is set*)." +"The action is used to schedule a new activity linked to the record. Use the " +":guilabel:`Activity` tab to set it up as usual, but instead of the " +":guilabel:`Assigned to` field, select an :guilabel:`Activity User Type`. " +"Select :guilabel:`Specific User` and add the user under " +":guilabel:`Responsible` if the activity should always be assigned to the " +"same user. To dynamically target a user linked to the record, select " +":guilabel:`Generic User From Record` instead and change the :guilabel:`User " +"field name` if necessary." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:73 -msgid "If true, the chosen *Action To Do* is performed on the record." +#: ../../content/applications/productivity/studio/automated_actions.rst:232 +msgid "" +"After a lead is turned into an opportunity, you want your automated action " +"to set up a call for the user responsible for the lead. To do so, set the " +":guilabel:`Activity` to :guilabel:`Call` and set the :guilabel:`Activity " +"User Type` to :guilabel:`Generic User From Record`." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:76 -msgid ":doc:`understanding_general`" +#: ../../content/applications/productivity/studio/automated_actions.rst:243 +msgid "Send SMS Text Message" +msgstr "Eine SMS versenden" + +#: ../../content/applications/productivity/studio/automated_actions.rst:245 +msgid "" +"The action is used to send an SMS to a contact linked to the record. To do " +"so, select or create an :guilabel:`SMS Template`." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:77 -msgid ":doc:`../use_cases/automated_actions`" +#: ../../content/applications/productivity/studio/automated_actions.rst:249 +msgid "" +"If you want sent messages to be logged in the Chatter, tick :guilabel:`Log " +"as Note`." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:3 -msgid "Understanding General Concepts" +#: ../../content/applications/productivity/studio/fields.rst:3 +msgid "Fields and widgets" msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:7 +#: ../../content/applications/productivity/studio/fields.rst:5 msgid "" -"Odoo Studio is a toolbox that allows you to add models or adapt " -"functionalities on top of Odoo’s standard behavior without coding knowledge." -" You can also create custom views and modify existing ones without having to" -" get into the XML code." +"Fields structure the models of a database. If you picture a model as a table" +" or spreadsheet, fields are the columns where data is stored in the records " +"(i.e., the rows). Fields also define the type of data that is stored within " +"them. How the data is presented and formatted on the :abbr:`UI (User " +"Interface)` is defined by their widget." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:11 +#: ../../content/applications/productivity/studio/fields.rst:10 msgid "" -"Even for experienced developers, typing out code requires time. By using " -"Odoo Studio, you can quickly get your models up and going and focus on the " -"crucial parts of your application. The result is a user-friendly solution " -"that makes customizations and designing new applications easy with or " -"without programming skills." +"From a technical point of view, there are 15 field types in Odoo. However, " +"you can choose from 20 fields in Studio, as some field types are available " +"more than once with a different default widget." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:15 -msgid "Getting started" +#: ../../content/applications/productivity/studio/fields.rst:14 +msgid "" +":guilabel:`New Fields` can only be added to the " +":ref:`studio/views/general/form` and :ref:`studio/views/multiple-" +"records/list` views. On other views, you can only add :guilabel:`Existing " +"Fields` :dfn:`(fields already on the model)`." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:17 +#: ../../content/applications/productivity/studio/fields.rst:21 +msgid "Simple fields" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:23 +msgid "Simple fields contain basic values, such as text, numbers, files, etc." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:26 +#: ../../content/applications/productivity/studio/fields.rst:325 +msgid "" +"Non-default widgets, when available, are presented as bullet points below." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:31 +msgid "Text (`char`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:33 +msgid "" +"The :guilabel:`Text` field is used for short text containing any character. " +"One text line is displayed when filling out the field." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:36 +#: ../../content/applications/productivity/studio/fields.rst:220 +msgid "" +":guilabel:`Badge`: displays the value inside a rounded shape, similar to a " +"tag. The value cannot be edited on the UI, but a default value can be set." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:38 +#: ../../content/applications/productivity/studio/fields.rst:71 +msgid "" +":guilabel:`Copy to Clipboard`: users can copy the value by clicking a " +"button." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:39 +msgid ":guilabel:`E-mail`: the value becomes a clickable *mailto* link." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:40 +msgid "" +":guilabel:`Image`: displays an image using a URL. The value cannot be edited" +" manually, but a default value can be set." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:44 msgid "" -"One you start using Odoo Studio, you automatically create a new *module* " -"that contains all your modifications. These modifications can be done on " -"existing screens (*views*), by adding new *fields* in existing applications," -" or by creating an entirely new *model*." +"This works differently than selecting the :ref:`Image field " +"` directly, as the image is not stored in" +" Odoo when using a :guilabel:`Text` field with the :guilabel:`Image` widget." +" For example, it can be useful if you want to save disk space." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:22 -msgid "What is a Module?" +#: ../../content/applications/productivity/studio/fields.rst:49 +msgid ":guilabel:`Phone`: the value becomes a clickable *tel* link." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:25 +#: ../../content/applications/productivity/studio/fields.rst:52 msgid "" -"An Odoo **Module** can contain a number of elements, such as: business " -"objects (models), object views, data files, web controllers, and static web " -"data. An application is a collection of modules." +"Tick :guilabel:`Enable SMS` to add an option to send an SMS directly from " +"Odoo next to the field." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:55 +msgid ":guilabel:`URL`: the value becomes a clickable URL." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:66 +msgid "Multiline Text (`text`)" msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:29 +#: ../../content/applications/productivity/studio/fields.rst:68 msgid "" -"In object-oriented programming, models usually represent a concept from the " -"real world. Example: Odoo has models for Sales Orders, Users, Countries, " -"etc. If you were to build an application to manage Real Estate sales, a " -"model that represents the Properties for sale would probably be your first " -"step." +"The :guilabel:`Multiline Text` field is used for longer text containing any " +"type of character. Two text lines are displayed on the UI when filling out " +"the field." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:38 -msgid "What is a Model (also called Object)?" +#: ../../content/applications/productivity/studio/fields.rst:82 +msgid "Integer (`integer`)" msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:40 +#: ../../content/applications/productivity/studio/fields.rst:84 msgid "" -"A **Model** determines the logical structure of a database and fundamentally" -" determines in which manner data can be stored, organized, and manipulated. " -"In other words, a model is a table of information that can be bridged with " -"other tables." +"The :guilabel:`Integer` field is used for all integer numbers " +"(:dfn:`positive, negative, or zero, without a decimal`)." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:45 -msgid "What are Fields?" +#: ../../content/applications/productivity/studio/fields.rst:87 +msgid "" +":guilabel:`Percentage Pie`: displays the value inside a percentage circle, " +"usually for a computed value. The value cannot be edited on the UI, but a " +"default value can be set." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:47 +#: ../../content/applications/productivity/studio/fields.rst:89 +#: ../../content/applications/productivity/studio/fields.rst:118 msgid "" -"**Fields** compose models. It is where a record (a piece of data) is " -"registered." +":guilabel:`Progress Bar`: displays the value next to a percentage bar, " +"usually for a computed value. The field cannot be edited manually, but a " +"default value can be set." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:49 +#: ../../content/applications/productivity/studio/fields.rst:91 msgid "" -"Example: on the Real Estate application, fields on the Properties model " -"would include the price, address, a picture, a link to the current owner, " -"etc." +":guilabel:`Handle`: displays a drag handle icon to order records manually in" +" :ref:`List view `." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:103 +msgid "Decimal (`float`)" msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:50 +#: ../../content/applications/productivity/studio/fields.rst:105 msgid "" -"There are 2 main types of fields in Odoo: *basic (or scalar) fields* and " -"*relational fields*." +"The :guilabel:`Decimal` field is used for all decimal numbers " +"(:dfn:`positive, negative, or zero, with a decimal`)." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:53 +#: ../../content/applications/productivity/studio/fields.rst:109 msgid "" -"Basic fields represent simple values, like numbers or text. Relational " -"fields represent relations between models. So, if you have a model for " -"*Customers* and another one for *Properties*, you would use a relational " -"field to link each Property to its Customer." +"Decimal numbers are displayed with two decimals after the decimal point on " +"the UI, but they are stored in the database with more precision." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:56 -msgid "Relational Fields in detail" +#: ../../content/applications/productivity/studio/fields.rst:112 +msgid "" +":guilabel:`Monetary`: it is similar to using the :ref:`Monetary field " +"`. It is recommended to use the later " +"as it offers more functionalities." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:59 +#: ../../content/applications/productivity/studio/fields.rst:115 msgid "" -"**Relational Fields** provide the option to link the data of one model with " -"the data of another model." +":guilabel:`Percentage`: displays a percent character `%` after the value." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:60 +#: ../../content/applications/productivity/studio/fields.rst:116 msgid "" -"In Odoo, relational field types are: *One2many*, *Many2one*, *Many2many*." +":guilabel:`Percentage Pie`: displays the value inside a percentage circle, " +"usually for a computed value. The field cannot be edited manually, but a " +"default value can be set." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:66 +#: ../../content/applications/productivity/studio/fields.rst:120 msgid "" -"An **One2many** field is a *one-way* direction of selecting *multiple* " -"records from a table." +":guilabel:`Time`: the value must follow the *hh:mm* format, with a maximum " +"of 59 minutes." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:68 +#: ../../content/applications/productivity/studio/fields.rst:131 +msgid "Monetary (`monetary`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:133 +msgid "The :guilabel:`Monetary` field is used for all monetary values." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:136 +msgid "" +"When you first add a :guilabel:`Monetary` field, you are prompted to add a " +":guilabel:`Currency` field if none exists already on the model. Odoo offers " +"to add the :guilabel:`Currency` field for you. Once it is added, add the " +":guilabel:`Monetary` field again." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:149 +msgid "Html (`html`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:151 msgid "" -"Example: a Sales Order can contain multiple Sales Order Lines, which also " -"contain multiple fields of information." +"The :guilabel:`Html` field is used to add text that can be edited using the " +"Odoo HTML editor." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:69 +#: ../../content/applications/productivity/studio/fields.rst:153 msgid "" -"A **Many2one** field is a *one-way* direction of selecting *one* record from" -" a table." +":guilabel:`Multiline Text`: disables the Odoo HTML editor to allow editing " +"raw HTML." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:164 +msgid "Date (`date`)" msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:70 +#: ../../content/applications/productivity/studio/fields.rst:166 +msgid "The :guilabel:`Date` field is used to select a date on a calendar." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:168 msgid "" -"Example: you can have many product categories, but each product can only " -"belong to one category." +":guilabel:`Remaining Days`: the remaining number of days before the selected" +" date is displayed (e.g., *In 5 days*), based on the current date." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:180 +msgid "Date & Time (`datetime`)" msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:71 +#: ../../content/applications/productivity/studio/fields.rst:182 msgid "" -"A **Many2many** field is a *two-way* direction of selecting records from a " -"table." +"The :guilabel:`Date & Time` field is used to select a date on a calendar and" +" a time on a clock. The user's current time is automatically used if no time" +" is set." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:72 -msgid "Example: multiple tags can be added to a lead’s form." +#: ../../content/applications/productivity/studio/fields.rst:185 +msgid "" +":guilabel:`Date`: used to record the time without displaying it on the UI." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:75 -msgid "An *One2many* field must have a *Many2one* related to it." +#: ../../content/applications/productivity/studio/fields.rst:186 +msgid "" +":guilabel:`Remaining days`: displays the remaining number of days before the" +" selected date (e.g., *In 5 days*), based on the current date and time." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:78 -msgid "What are Views?" +#: ../../content/applications/productivity/studio/fields.rst:198 +msgid "Checkbox (`boolean`)" msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:80 +#: ../../content/applications/productivity/studio/fields.rst:200 msgid "" -"**Views** define how records are displayed. They are specified in XML which " -"means that they can be edited independently from the models that they " -"represent. There are various types of views in Odoo, and each of them " -"represents a mode of visualization. Some examples are: *form*, *list*, " -"*kanban*." +"The :guilabel:`Checkbox` field is used when a value should only be true or " +"false, indicated by checking or unchecking a checkbox." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:85 -msgid "What is a Menu?" +#: ../../content/applications/productivity/studio/fields.rst:203 +msgid "" +":guilabel:`Button`: displays a radio button. The widget works without " +"switching to the edit mode." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:87 +#: ../../content/applications/productivity/studio/fields.rst:204 msgid "" -"A **Menu** is a button that executes an action. In Odoo Studio, to create " -"menus (models) and rearrange their hierarchy, click on *Edit Menu*." +":guilabel:`Toggle`: displays a toggle button. The widget works without " +"switching to the edit mode." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:95 -msgid "`Studio Basics `_" +#: ../../content/applications/productivity/studio/fields.rst:215 +msgid "Selection (`selection`)" msgstr "" -#: ../../content/applications/productivity/studio/how_to.rst:5 -msgid "How To" +#: ../../content/applications/productivity/studio/fields.rst:217 +msgid "" +"The :guilabel:`Selection` field is used when users should select a single " +"value from a group of predefined values." msgstr "" -#: ../../content/applications/productivity/studio/how_to/export_import.rst:3 -msgid "Export and Import Modules" +#: ../../content/applications/productivity/studio/fields.rst:222 +msgid "" +":guilabel:`Badges`: displays all selectable values simultaneously inside " +"rectangular shapes, organized horizontally." msgstr "" -#: ../../content/applications/productivity/studio/how_to/export_import.rst:5 +#: ../../content/applications/productivity/studio/fields.rst:224 msgid "" -"When you do customizations in Odoo Studio, a new module is created in your " -"database, making it easy to use Studio for prototyping." +":guilabel:`Priority`: displays star symbols instead of values, which can be " +"used to indicate an importance or satisfaction level, for example. This has " +"the same effect as selecting the :ref:`Priority field `, although, for the latter, four priority values are " +"already predefined." msgstr "" -#: ../../content/applications/productivity/studio/how_to/export_import.rst:8 +#: ../../content/applications/productivity/studio/fields.rst:228 +#: ../../content/applications/productivity/studio/fields.rst:352 msgid "" -"To export these customizations, activate Studio on the main dashboard and, " -"under the menu *Customizations*, click on *Export*. The default filename is " -"*customizations.zip*." +":guilabel:`Radio`: displays all selectable values at the same time as radio " +"buttons." msgstr "" -#: ../../content/applications/productivity/studio/how_to/export_import.rst:16 +#: ../../content/applications/productivity/studio/fields.rst:231 msgid "" -"The module created contains the definition of custom models and fields, as " -"well as the UI elements of any customization in an XML format." +"By default, radio buttons are organized vertically. Tick :guilabel:`display " +"horizontally` to switch the way they are displayed." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:243 +msgid "Priority (`selection`)" msgstr "" -#: ../../content/applications/productivity/studio/how_to/export_import.rst:18 +#: ../../content/applications/productivity/studio/fields.rst:245 msgid "" -"To import and install the customizations in another instance, connect to the" -" destination database, activate Studio and, under *Customizations*, click on" -" *Import*." +"The :guilabel:`Priority` field is used to display a three-star rating " +"system, which can be used to indicate importance or satisfaction level. This" +" field type is a :ref:`Selection field ` with the :guilabel:`Priority` widget selected by default " +"and four priority values predefined. Consequently, the :guilabel:`Badge`, " +":guilabel:`Badges`, :guilabel:`Radio`, and :guilabel:`Selection` widgets " +"have the same effects as described under :ref:`Selection " +"`." msgstr "" -#: ../../content/applications/productivity/studio/how_to/export_import.rst:25 +#: ../../content/applications/productivity/studio/fields.rst:253 msgid "" -"Studio does not know which apps are customized (because the same view can be" -" modified on different apps), therefore, it *does not* add the underlying " -"modules as dependencies of the exported module. In other words, the " -"applications installed on the source database should be installed on the " -"destination database." +"To change the number of available stars by adding or removing values, click " +":guilabel:`Edit Values`. Note that the first value is equal to 0 stars " +"(i.e., when no selection is made), so having four values results in a three-" +"star rating system, for example." msgstr "" -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:3 -msgid "Customizing the Rainbow Man" +#: ../../content/applications/productivity/studio/fields.rst:266 +msgid "File (`binary`)" msgstr "" -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:5 +#: ../../content/applications/productivity/studio/fields.rst:268 msgid "" -"The Rainbow Man in Odoo is an animation shown once the user completes " -"certain tasks and clicks on certain buttons. It is a way to make the " -"software fun to use, and rewarding, for employees." +"The :guilabel:`File` field is used to upload any type of file, or sign a " +"form (:guilabel:`Sign` widget)." msgstr "" -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:13 +#: ../../content/applications/productivity/studio/fields.rst:271 msgid "" -"On most buttons in Odoo, such as *Send by Email*, *Confirm* or *Cancel*, " -"once they are selected in Studio, under their *Properties*, the *Rainbow " -"Man* effect can be applied." +":guilabel:`Image`: users can upload an image file, which is then displayed " +"in :ref:`Form view `. This has the same effect as" +" using the :ref:`Image field `." msgstr "" -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:14 -msgid "By default, the feature is active:" +#: ../../content/applications/productivity/studio/fields.rst:274 +msgid "" +":guilabel:`PDF Viewer`: users can upload a PDF file, which can be then " +"browsed from the :ref:`Form view `." msgstr "" -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:16 -msgid "when opportunities are marked as won;" +#: ../../content/applications/productivity/studio/fields.rst:276 +msgid "" +":guilabel:`Sign`: users can electronically sign the form. This has the same " +"effect as selecting the :ref:`Sign field `." msgstr "" -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:17 -msgid "when users empty their inboxes;" +#: ../../content/applications/productivity/studio/fields.rst:288 +msgid "Image (`binary`)" msgstr "" -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:18 -msgid "when the user finishes a tour;" +#: ../../content/applications/productivity/studio/fields.rst:290 +msgid "" +"The :guilabel:`Image` field is used to upload an image and display it in " +":ref:`Form view `. This field type is a " +":ref:`File field ` with the " +":guilabel:`Image` widget selected by default. Consequently, the " +":guilabel:`File`, :guilabel:`PDF Viewer`, and :guilabel:`Sign` widgets have " +"the same effects as described under :ref:`File `." msgstr "" -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:19 -msgid "when the user finishes doing reconciliations." +#: ../../content/applications/productivity/studio/fields.rst:297 +msgid "" +"To change the display size of uploaded images, select :guilabel:`Small`, " +":guilabel:`Medium`, or :guilabel:`Large` under the :guilabel:`Size` option." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:3 -msgid "Customizing Reports" +#: ../../content/applications/productivity/studio/fields.rst:303 +msgid "Sign (`binary`)" msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:9 +#: ../../content/applications/productivity/studio/fields.rst:305 msgid "" -"Odoo uses HTML and CSS technologies to create reports. HTML is a markup " -"language that uses tags, also called elements. It is the core of any webpage" -" because it provides its basic structure. CSS interacts with HTML elements " -"to add style to the page, establishing how the HTML is shown to the user. " -"Odoo’s reports also use Bootstrap’s grid layout, which is the containers, " -"rows, and columns to align content, and support Odoo's website themes." +"The :guilabel:`Sign` field is used to sign the form electronically. This " +"field type is a :ref:`File field ` with " +"the :guilabel:`Sign` widget selected by default. Consequently, the " +":guilabel:`File`, :guilabel:`Image`, and :guilabel:`PDF Viewer` widgets have" +" the same effects as described under :ref:`File `." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:11 +#: ../../content/applications/productivity/studio/fields.rst:311 msgid "" -"When creating a new report, choose the purpose of it and if you would like " -"the report to include header and footer (company logo, name, address, phone," -" email address, etc.)." +"To give users the :guilabel:`Auto` option when having to draw their " +"signature, select one of the available :guilabel:`Auto-complete with` fields" +" (:ref:`Text `, :ref:`Many2One " +"`, and :ref:`Related Field " +"` on the model only). The " +"signature is automatically generated using the data from the selected field." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:320 +msgid "Relational fields" msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:17 +#: ../../content/applications/productivity/studio/fields.rst:322 msgid "" -"Under the tab **Add**, you find the fields to be dragged and dropped to the " -"view. *Fields*, *Data tables*, *Subtotal & Total*, and *Address Book* are " -"dynamic elements (meaning that they need a :doc:`one2many or a many2many " -"<../concepts/understanding_general>` related object). *Text*, *Title Block*," -" *Image*, and *Text in Cell* are static elements." +"Relational fields are used to link and display the data from records on " +"another model." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:26 +#: ../../content/applications/productivity/studio/fields.rst:330 +msgid "Many2One (`many2one`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:332 msgid "" -"Once the element is added to the view, select it to see its **Options**. The" -" first section shows the hierarchy of the selected object and its " -"properties, allowing you to individually edit them. Fields with related " -"objects have their directives shown on *Field Expression*." +"The :guilabel:`Many2One` field is used to link another record (from another " +"model) to the record being edited. The record's name from the other model is" +" then displayed on the record being edited." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:34 +#: ../../content/applications/productivity/studio/fields.rst:336 msgid "" -"Under **Visible if**, define the rule(s) to set visibility conditions to " -"fields." +"On the *Sales Order* model, the :guilabel:`Customer` field is a " +":guilabel:`Many2One` field pointing at the *Contact* model. This allows " +"**many** sales orders to be linked to **one** contact (customer)." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:36 +#: ../../content/applications/productivity/studio/fields.rst:345 msgid "" -"Example: if choosing to display a product image, you could set a visibility " -"rule to only display the ones that are *set* in the product form, avoiding " -"having a plain icon when they are not set." +"To prevent users from creating a new record in the linked model, tick " +":guilabel:`Disable creation`." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:40 +#: ../../content/applications/productivity/studio/fields.rst:347 msgid "" -"**Visible for** is used to set which :doc:`groups " -"` can have access to specific elements in the " -"report. **Limit visibility to groups**, under *Report*, sets the visibility " -"of the report to specifics groups, meaning that users belonging to other " -"groups do not see the same final document." +"To prevent users from opening records in a pop-up window, tick " +":guilabel:`Disable opening`." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:46 +#: ../../content/applications/productivity/studio/fields.rst:348 msgid "" -"Under the **Report** tab, name your report, choose the paper format, and if " -"the report should be added to the *Print* menu list on its respective " -"document form." +"To help users only select the right record, click on :guilabel:`Domain` to " +"create a filter." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:53 +#: ../../content/applications/productivity/studio/fields.rst:350 msgid "" -"If activating the :ref:`developer mode `, additional fields " -"such as *Class* under *Options*, and *Reload from attachment* under " -"*Report*, become visible." +":guilabel:`Badge`: displays the value inside a rounded shape, similar to a " +"tag. The value cannot be edited on the UI." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:56 +#: ../../content/applications/productivity/studio/fields.rst:357 +msgid "One2Many (`one2many`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:359 msgid "" -"*Class*: add custom CSS classes to the selected element (e.g. Bootstrap " -"classes such as *text-danger*)." +"The :guilabel:`One2Many` field is used to display the existing relations " +"between a record on the current model and multiple records from another " +"model." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:59 +#: ../../content/applications/productivity/studio/fields.rst:363 msgid "" -"*Reload from attachment*: saves the report as an attachment of the document " -"when printed. When the report is reprinted, it re-downloads that attachment " -"instead of re-printing it. This means that if the underlying record (e.g. " -"Invoice) changes when compared to the first impression, the report does not " -"reflect the changes because they were done after the attachment was created." -" This is typically useful for reports linked to documents that should not " -"change, such as Invoices." +"You could add a :guilabel:`One2Many` field on the *Contact* model to look at" +" **one** customer's **many** sales orders." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:67 +#: ../../content/applications/productivity/studio/fields.rst:371 msgid "" -"Actions in Odoo Studio can be undone until you *Close* the toolbox. Once you" -" have closed Studio, changes can not be undone anymore." +"To use a :guilabel:`One2Many` field, the two models must have been linked " +"already using a :ref:`Many2One field `. One2Many relations do not exist independently: a reverse-" +"search of existing Many2One relations is performed." msgstr "" -#: ../../content/applications/productivity/studio/use_cases.rst:5 -msgid "Use Cases" -msgstr "Anwendungsfälle" +#: ../../content/applications/productivity/studio/fields.rst:378 +msgid "Lines (`one2many`)" +msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:3 -msgid "Advanced Use Cases: Automated Actions" +#: ../../content/applications/productivity/studio/fields.rst:380 +msgid "" +"The :guilabel:`Lines` field is used to create a table with rows and columns " +"(e.g., the lines of products on a sales order)." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:5 +#: ../../content/applications/productivity/studio/fields.rst:384 msgid "" -"**Case scenario 1: when a Belgian lead is created, a 3-stars priority should" -" be automatically applied.**" +"To modify the columns, click on the :guilabel:`Lines` field and then " +":guilabel:`Edit List View`. To edit the form that pops up when a user clicks" +" on :guilabel:`Add a line`, click on :guilabel:`Edit Form View` instead." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:8 -msgid "Under *Automations*, click on *Create* and set the following rules:" +#: ../../content/applications/productivity/studio/fields.rst:397 +msgid "Many2Many (`many2many`)" msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:10 -msgid "*Model*: Lead/Opportunity" +#: ../../content/applications/productivity/studio/fields.rst:399 +msgid "" +"The :guilabel:`Many2Many` field is used to link multiple records from " +"another model to multiple records on the current model. Many2Many fields can" +" use :guilabel:`Disable creation`, :guilabel:`Disable opening`, " +":guilabel:`Domain`, just like :ref:`Many2One fields " +"`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:11 -msgid "*Active*: On" +#: ../../content/applications/productivity/studio/fields.rst:405 +msgid "" +"On the *Task* model, the :guilabel:`Assignees` field is a " +":guilabel:`Many2Many` field pointing at the *Contact* model. This allows a " +"single user to be assigned to **many** tasks and **many** users to be " +"assigned to a single task." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:12 -msgid "*Trigger*: On Creation & Update" +#: ../../content/applications/productivity/studio/fields.rst:413 +msgid "" +":guilabel:`Checkboxes`: users can select several values using checkboxes." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:13 -msgid "*Apply on*: Country > Country Name = Belgium" +#: ../../content/applications/productivity/studio/fields.rst:414 +msgid "" +":guilabel:`Tags`: users can select several values appearing in rounded " +"shapes, also known as *tags*. This has the same effect as selecting the " +":ref:`Tags field `." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:14 -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:53 -msgid "*Action To Do*: Update the Record" +#: ../../content/applications/productivity/studio/fields.rst:421 +msgid "Tags (`many2many`)" msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:15 -msgid "*Data to Write*: Lead/Opportunity > Value > 3" +#: ../../content/applications/productivity/studio/fields.rst:423 +msgid "" +"The :guilabel:`Tags` field is used to display several values from another " +"model appearing in rounded shapes, also known as *tags*. This field type is " +"a :ref:`Many2Many field ` with " +"the :guilabel:`Tags` widget selected by default. Consequently, the " +":guilabel:`Checkboxes` and :guilabel:`Many2Many` widgets have the same " +"effects as described under :ref:`Many2Many `." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:22 +#: ../../content/applications/productivity/studio/fields.rst:430 msgid "" -"Check :doc:`this doc ` in order to have another " -"automated action example." +"To display tags with different background colors, tick :guilabel:`Use " +"colors`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:25 -msgid ":doc:`../concepts/understanding_automated_actions`" +#: ../../content/applications/productivity/studio/fields.rst:441 +msgid "Related Field (`related`)" msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:26 -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:61 -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:138 -#: ../../content/applications/productivity/studio/use_cases/views.rst:28 -msgid ":doc:`../concepts/understanding_general`" +#: ../../content/applications/productivity/studio/fields.rst:443 +msgid "" +"A :guilabel:`Related Field` is not a relational field per se; no " +"relationship is created between models. It uses an existing relationship to " +"fetch and display information from another record." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:3 -msgid "Advanced Use Cases: Filters and Status Bar" +#: ../../content/applications/productivity/studio/fields.rst:447 +msgid "" +"To display the email address of a customer on the *Sales Order* model, use " +"the :guilabel:`Related Field` `partner_id.email` by selecting " +":guilabel:`Customer` and then :guilabel:`Email`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:5 +#: ../../content/applications/productivity/studio/fields.rst:453 +msgid "Properties" +msgstr "Eigenschaften" + +#: ../../content/applications/productivity/studio/fields.rst:455 msgid "" -"**Case scenario 1: on Sales, set a filter on Belgian customers and define it" -" as the default one (the user should still be able to unset the filter).**" +":guilabel:`Invisible`: When it is not necessary for users to view a field on" +" the UI, tick :guilabel:`Invisible`. It helps clear the UI by only showing " +"the essential fields depending on a specific situation." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:8 +#: ../../content/applications/productivity/studio/fields.rst:460 msgid "" -"On your customer’s page, use *Filters* > *Add Custom Filter* to group " -"customers by country. Now, under *Favorites*, *Save Current Search* enabling" -" *Use by default* and *Save*." +"On the *Form* view of the *Contact* model, the :guilabel:`Title` field only " +"appears when :guilabel:`Individual` is selected, as that field would not be " +"helpful for a :guilabel:`Company` contact." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:15 +#: ../../content/applications/productivity/studio/fields.rst:465 msgid "" -"On *Filter Rules* in Studio mode, select the respective filter and enable " -"*Default Filter*." +"The :guilabel:`Invisible` attribute also applies to Studio. To view hidden " +"fields inside Studio, click on a view's :guilabel:`View` tab and tick " +":guilabel:`Show Invisible Elements`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:21 +#: ../../content/applications/productivity/studio/fields.rst:469 msgid "" -"**Case scenario 2: add a status bar on the product form to manage its life " -"cycle. Set the values: ‘Prototype’, ‘In use’ and ‘Deprecated’. By default, " -"the Kanban view must be grouped by status.**" +":guilabel:`Required`: If a field should always be completed by the user " +"before being able to proceed, tick :guilabel:`Required`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:26 +#: ../../content/applications/productivity/studio/fields.rst:471 msgid "" -"On your product form, *Add a pipeline status bar* and name its values. " -"Status bars are *selection* fields that give you the ability to follow a " -"specific flow. They are useful to show you the progress that has been made." +":guilabel:`Read only`: If users should not be able to modify a field, tick " +":guilabel:`Read only`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:28 +#: ../../content/applications/productivity/studio/fields.rst:474 msgid "" -"On the *Views* menu, access *Kanban* and, under its *View* options, set the " -"*Default Group by* as *Pipeline status bar*." +"You can choose to apply these three properties only for specific records by " +"clicking on :guilabel:`Conditional` and creating a filter." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:34 +#: ../../content/applications/productivity/studio/fields.rst:477 msgid "" -"Now, open your product form and set the right status for that product. As " -"you move products throughout stages (also through the product’s form), " -"stages are shown in the Kanban view." +":guilabel:`Label`: The :guilabel:`Label` is the field's name on the UI." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:38 +#: ../../content/applications/productivity/studio/fields.rst:480 msgid "" -"To make modifications in the pipeline status bar, for example, remember to " -"go back to *Form View*." +"This is not the same name as used in the PostgreSQL database. To view and " +"change the latter, activate the :ref:`Developer mode `, and " +"edit the :guilabel:`Technical Name`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:44 +#: ../../content/applications/productivity/studio/fields.rst:483 msgid "" -"**Case scenario 2.a: when a product goes from ‘In use’ to ‘Deprecate’, set " -"its cost to 0€.**" +":guilabel:`Help Tooltip`: To explain the purpose of a field, write a " +"description under :guilabel:`Help Tooltip`. It is displayed inside a tooltip" +" box when hovering with your mouse over the field's label." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:46 +#: ../../content/applications/productivity/studio/fields.rst:486 msgid "" -"Create an :doc:`automated action " -"<../concepts/understanding_automated_actions>` with the selected values:" +":guilabel:`Placeholder`: To provide an example of how a field should be " +"completed, write it under :guilabel:`Placeholder`. It is displayed in light " +"gray in lieu of the field's value." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:49 -msgid "*Model*: Product Template" +#: ../../content/applications/productivity/studio/fields.rst:488 +msgid "" +":guilabel:`Widget`: To change the default appearance or functionality of a " +"field, select one of the available widgets." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:50 -msgid "*Trigger*: On Update" +#: ../../content/applications/productivity/studio/fields.rst:490 +msgid "" +":guilabel:`Default value`: To add a default value to a field when a record " +"is created, use :guilabel:`Default value`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:51 -msgid "*First Domain*: Pipeline status bar = In use" +#: ../../content/applications/productivity/studio/fields.rst:492 +msgid "" +":guilabel:`Limit visibility to groups`: To limit which users can see the " +"field, select a user access group." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:52 -msgid "*Second Domain*: Pipeline status bar = Deprecated" +#: ../../content/applications/productivity/studio/models_modules_apps.rst:3 +msgid "Models, modules, and apps" msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:54 -msgid "*Data to Write*: Cost (Product Template) > Value > 0" +#: ../../content/applications/productivity/studio/models_modules_apps.rst:5 +msgid "" +"Models determine the logical structure of a database and how data is stored," +" organized, and manipulated. In other words, a model is a table of " +"information that can be linked with other tables. A model usually represents" +" a business concept, such as a *sales order*, *contact*, or *product*." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:3 -msgid "Advanced Use Cases: Creating Models and Adding Fields" +#: ../../content/applications/productivity/studio/models_modules_apps.rst:9 +msgid "" +"Modules and apps contain various elements, such as models, views, data " +"files, web controllers, and static web data." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:5 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:13 msgid "" -"**Case scenario 1: on the leads’ form, if the chosen country is France, show" -" a field 'Pay by check?'**" +"All apps are modules. Larger, standalone modules are typically referred to " +"as apps, whereas other modules usually serve as add-ons to said apps." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:19 +msgid "Suggested features" msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:8 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:21 msgid "" -"On your leads’ form, add a *Related Field* to *Country > Country Name*." +"When you create a new model or app with Studio, you can choose to add up to " +"14 features to speed up the creation process. These features bundle fields, " +"default settings, and views that are usually used together to provide some " +"standard functionality. Most of these features can be added later on, but " +"adding them from the start makes the model creation process much easier. " +"Furthermore, these features interact together in some cases to increase " +"their usefulness." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:10 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:28 msgid "" -"Now, add a *Checkbox* field and define its invisibility options as *Country*" -" (carefully select the one just created) *> is not = > France.*" +"Creating a model with the :ref:`studio/models-modules-apps/suggested-" +"features/picture` and :ref:`studio/models-modules-apps/suggested-" +"features/pipeline-stages` features enabled adds the image in the card layout" +" of the :ref:`Kanban view `." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:11 -msgid "You can now hide the related field created (*Country*) if you wish." +#: ../../content/applications/productivity/studio/models_modules_apps.rst:39 +msgid "Contact details" +msgstr "Kontaktinformationen" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:41 +msgid "" +"Selecting :guilabel:`Contact details` adds to the :ref:`Form view " +"` a :ref:`Many2One field " +"` linked to the *Contact* model " +"and two of its :ref:`Related Fields `: :guilabel:`Phone` and :guilabel:`Email`. The " +":guilabel:`Contact` field is also added to the :ref:`List view " +"`, and the :ref:`Map view " +"` is activated." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:19 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:57 +msgid "User assignment" +msgstr "Benutzerzuordnung" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:59 msgid "" -"Another approach is to use the country’s ID. To do so, go to " -":menuselection:`Contacts --> Configuration --> Countries`, select France " -"(for example), and on the URL check its *ID*." +"Selecting :guilabel:`User assignment` adds to the :ref:`Form view " +"` a :ref:`Many2One field " +"` linked to the *Contact* model, " +"with the following :guilabel:`Domain`: `Share User is not set` to only allow" +" the selection of *Internal Users*. In addition, the " +":guilabel:`many2one_avatar_user` widget is used to display the user's " +"avatar. The :guilabel:`Responsible` field is also added to the :ref:`List " +"view `." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:21 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:75 +msgid "Date & Calendar" +msgstr "Datum & Kalender" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:77 msgid "" -"The related field invisibility path should now be *Country* (carefully " -"select the one just created) *> is not = > 75*." +"Selecting :guilabel:`Date & Calendar` adds to the :ref:`Form view " +"` a :ref:`Date field ` and activates the :ref:`Calendar view " +"`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:22 -msgid "Again, hide the related field with the country’s ID if you prefer." +#: ../../content/applications/productivity/studio/models_modules_apps.rst:84 +msgid "Date range & Gantt" +msgstr "Datumsbereich & Gantt" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:86 +msgid "" +"Selecting :guilabel:`Date range & Gantt` adds to the :ref:`Form view " +"` two :ref:`Date fields ` next to each other: one to set a start date, the other to set " +"an end date, using the :guilabel:`daterange` widget, and activates the " +":ref:`Gantt view `." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:28 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:94 +msgid "Pipeline stages" +msgstr "Pipeline-Stufen" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:96 msgid "" -"**Case scenario 2: create a model called 'Properties' and add fields called:" -" company, value, name, address, active, image.**" +"Selecting :guilabel:`Pipeline stages` activates the :ref:`Kanban view " +"`, adds several fields such as " +":ref:`Priority ` and :guilabel:`Kanban" +" State`, and three stages: :guilabel:`New`, :guilabel:`In Progress`, and " +":guilabel:`Done`. The :guilabel:`Pipeline status bar` and the " +":guilabel:`Kanban State` field are added to the :ref:`Form view " +"`. The :guilabel:`Color` field is added to the " +":ref:`List view `." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:105 +msgid "The :guilabel:`Pipeline stages` feature can be added at a later stage." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:31 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:110 +msgid "Tags" +msgstr "Stichwörter" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:112 msgid "" -"From the dashboard, (optionally) start a new module. Then, click on *Edit " -"Menu* and start a *New Menu* (model). Set your menu name and *Confirm*. Now," -" on its form, drag & drop the necessary fields." +"Selecting :guilabel:`Tags` adds to the :ref:`studio/views/general/form` and " +":ref:`studio/views/multiple-records/list` views a :ref:`Tags field " +"`, creating a *Tag* model with " +"preconfigured access rights in the process." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:39 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:120 +msgid "Picture" +msgstr "Bild" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:122 msgid "" -"**Case scenario 2.a: now, you would like to have a model called 'Regions' to" -" which each property must be linked. And, on 'Regions', you would like to " -"see the properties for each region.**" +"Selecting :guilabel:`Picture` adds to the top-right of the :ref:`Form view " +"` an :ref:`Image field `." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:43 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:126 +msgid "The :guilabel:`Picture` feature can be added at a later stage." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:131 +msgid "Lines" +msgstr "Linien" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:133 msgid "" -"Go to *Edit Menu > New Menu* and create your menu, calling it *Regions*. Add" -" the necessary fields on its form by dragging & dropping them." +"Selecting :guilabel:`Lines`: adds to the :ref:`Form view " +"` a :ref:`Lines field ` inside a :guilabel:`Tab` component." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:45 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:139 +msgid "Notes" +msgstr "Notizen" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:141 msgid "" -"Now, in the form view of *Properties*, add a *Many2one* field with a " -"relation to your model *Region*." +"Selecting :guilabel:`Notes` adds to the :ref:`Form view " +"` an :ref:`Html field ` using the full width of the form." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:147 +msgid "Monetary value" +msgstr "Geldwert" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:149 +msgid "" +"Selecting :guilabel:`Monetary value` adds to the " +":ref:`studio/views/general/form` and :ref:`studio/views/multiple-" +"records/list` views a :ref:`Monetary field `. The :ref:`studio/views/reporting/graph` and " +":ref:`studio/views/reporting/pivot` views are also activated." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:155 +msgid "A *Currency* field is added and hidden from the view." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:160 +msgid "Company" +msgstr "Unternehmen" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:162 +msgid "" +"Selecting :guilabel:`Company` adds to the :ref:`studio/views/general/form` " +"and :ref:`studio/views/multiple-records/list` views a :ref:`Many2One field " +"` linked to the *Company* model." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:167 +msgid "This is only useful if you work in a multi-company environment." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:172 +msgid "Custom Sorting" msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:48 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:174 msgid "" -"The *Existing Fields* are the ones that are on the current model but not yet" -" in the view." +"Selecting :guilabel:`Custom Sorting` adds to the :ref:`List view " +"` a drag handle icon to manually reorder" +" records." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:60 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:186 +msgid "Chatter" +msgstr "Chatter" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:188 msgid "" -"Now, go to the model *Regions*, select the form view, and add a status " -"button selecting *Regions (Properties)* as your relational field." +"Selecting :guilabel:`Chatter` adds to the :ref:`Form view " +"` Chatter functionalities (sending messages, " +"logging notes, and scheduling activities)." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:192 +msgid "The :guilabel:`Chatter` feature can be added at a later stage." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:62 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:203 +msgid "Archiving" +msgstr "Archivieren" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:205 msgid "" -"*Status buttons* are computed fields, meaning that they count the numbers of" -" records on the related model, and allow you to access them." +"Selecting :guilabel:`Archiving` adds to the :ref:`studio/views/general/form`" +" and :ref:`studio/views/multiple-records/list` views the :guilabel:`Archive`" +" action and hides archived records from searches and views by default." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:212 +msgid "Export and import customizations" msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:69 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:214 msgid "" -"When searching for relations, click on *Search more* and filter it by " -"*Custom*. This way you avoid creating duplicates." +"When you do any customization with Studio, a new module named " +":guilabel:`Studio customizations` is added to your database." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:76 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:217 msgid "" -"**Case scenario 2.b: in the model 'Properties', show all the tags as " -"checkboxes instead of tags.**" +"To export these customizations, go to :menuselection:`Main dashboard --> " +"Studio --> Customizations --> Export` to download a ZIP file containing all " +"customizations." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:78 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:220 msgid "" -"Once the field *Tags* is added to the form, select it and, under its " -"*Properties > Widgets*, choose *Checkboxes*." +"To import and install these customizations in another database, connect to " +"the destination database and go to :menuselection:`Main dashboard --> Studio" +" --> Customizations --> Import`, then upload the exported ZIP file before " +"clicking on the :guilabel:`Import` button." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:85 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:225 msgid "" -"**Case scenario 3: on the leads’ form, add a selection field with the " -"values:'Tags' & 'List' & 'Checkboxes'. According to the value of the field, " -"show tags as many2many_tags, many2many_radio, or many2many(_list).**" +"Before importing, make sure the destination database contains the same apps " +"and modules as the source database. Studio does not add the underlying " +"modules as dependencies of the exported module." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:89 +#: ../../content/applications/productivity/studio/views.rst:3 +msgid "Views" +msgstr "Ansichten" + +#: ../../content/applications/productivity/studio/views.rst:5 msgid "" -"In your form view, add a *Tags* field and relate it to *Partners Tag*. Under" -" *Properties*, define its *Widget* as *Many2many*. Do the same process " -"another 2 times for *Checkboxes* and *Tags*." +"Views are the interface that allows displaying the data contained in a " +"model. One model can have several views, which are simply different ways to " +"show the same data. In Studio, views are organized into four categories: " +":ref:`general `, :ref:`multiple records " +"`, :ref:`timeline `, " +"and :ref:`reporting `." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:96 -msgid "Now, add a *Selection* field and the necessary values." +#: ../../content/applications/productivity/studio/views.rst:12 +msgid "" +"To change the default view of a model, go to :menuselection:`Studio --> " +"Views --> Dropdown menu (⋮) --> Set as Default`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:99 +#: ../../content/applications/productivity/studio/views.rst:16 msgid "" -"Continue by selecting your *Tags* fields, one by one, to set their " -"*Invisible* options according to their *Widget*. In the example below, the " -"invisibility rule for the *Partner Tags* is set as: *Select Tag type > is " -"not = > Tags.*" +"You can modify views by using the built-in XML editor. To do so, activate " +":ref:`Developer mode `, go to the view you want to edit, " +"select the :guilabel:`View` tab and then click on :guilabel:` XML`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:105 +#: ../../content/applications/productivity/studio/views.rst:21 msgid "" -"**Case scenario 4: on a quotation’s form, add a selection field called " -"'Manager Validation' with the values: ‘Accepted’ and ‘Refused’. Only a sales" -" manager can see it, and the field should be set as mandatory if the untaxed" -" amount is higher than 500€.**" +"If you are editing a view using the XML editor, avoid making changes " +"directly to standard views and inherited views, as those would be reset and " +"would not be kept in case of an update or module upgrade. Always make sure " +"you select the right Studio inherited views. Indeed, when you modify a view " +"in Studio by drag-and-dropping a new field, a specific Studio inherited view" +" and its XPath, the latter which defines which part of the view is modified," +" are automatically generated." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:109 +#: ../../content/applications/productivity/studio/views.rst:31 +msgid "General views" +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:34 +#: ../../content/applications/productivity/studio/views.rst:97 +#: ../../content/applications/productivity/studio/views.rst:195 +#: ../../content/applications/productivity/studio/views.rst:311 msgid "" -"On your quotation form, add a *Selection* field with the values *Accepted* " -"and *Refused*. Set its *Required* condition as *Untaxed Amount > 500* and " -"the *Limit visibility to groups* as *Sales / Administrator* or managers." +"The settings described below are found under the view's :guilabel:`View` tab" +" unless specified otherwise." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:117 -msgid "**Case scenario 5: change the tooltip of a field for all views.**" +#: ../../content/applications/productivity/studio/views.rst:40 +msgid "Form" +msgstr "Formular" + +#: ../../content/applications/productivity/studio/views.rst:42 +msgid "" +"The :guilabel:`Form` view is used when creating and editing records, such as" +" contacts, sales orders, products, etc." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:119 -msgid "Activate the :ref:`developer mode ` and open Studio." +#: ../../content/applications/productivity/studio/views.rst:45 +msgid "" +"To structure a form, drag-and-drop the :guilabel:`Tabs and Columns` element " +"found under the :guilabel:`+ Add` tab." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:122 +#: ../../content/applications/productivity/studio/views.rst:47 +#: ../../content/applications/productivity/studio/views.rst:132 msgid "" -"Select the necessary field and, under *Properties*, click on *More* to write" -" your tooltip message on *Field Help*. The tooltip message is the " -"explanatory message shown when the user hovers the field. The message here " -"written is displayed on all views forms where the field is added." +"To prevent users from creating, editing, or deleting records, untick " +":guilabel:`Can Create`, :guilabel:`Can Edit`, or :guilabel:`Can Delete`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:129 +#: ../../content/applications/productivity/studio/views.rst:59 +msgid "Activity" +msgstr "Aktivität" + +#: ../../content/applications/productivity/studio/views.rst:61 msgid "" -"The *Field Help* message can only be applied to *new* fields. If you would " -"like to change/apply a tooltip for a specific field, use the *Help Tooltip* " -"option under *Properties*." +"The :guilabel:`Activity` view is used to schedule and have an overview of " +"activities (emails, calls, etc.) linked to records." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/views.rst:3 -msgid "Advanced Use Cases: Views" +#: ../../content/applications/productivity/studio/views.rst:65 +msgid "This view can only be modified within Studio by editing the XML code." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/views.rst:5 +#: ../../content/applications/productivity/studio/views.rst:76 +msgid "Search" +msgstr "Suchen" + +#: ../../content/applications/productivity/studio/views.rst:78 msgid "" -"**Case scenario 1: in Sales, show orders in a Kanban View instead of a List " -"View.**" +"The :guilabel:`Search` view is added on top of other views to filter, group," +" and search records." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/views.rst:7 +#: ../../content/applications/productivity/studio/views.rst:80 msgid "" -"From the Sales page, access Studio and, under *Views*, set the *Kanban* " -"option as the default one." +"To add custom :guilabel:`Filters` and structure them using " +":guilabel:`Separators`, go to the :guilabel:`+ Add` tab and drag and drop " +"them under :guilabel:`Filters`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/views.rst:14 +#: ../../content/applications/productivity/studio/views.rst:82 msgid "" -"**Case scenario 2: allow for the list of leads to be edited inline without " -"having to switch to the form view.**" +"To add an existing field under the search dropdown menu, go to the " +":guilabel:`+ Add` tab and drag-and-drop it under :guilabel:`Autocompletion " +"Fields`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/views.rst:19 +#: ../../content/applications/productivity/studio/views.rst:94 +msgid "Multiple records views" +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:103 +msgid "Kanban" +msgstr "Kanban" + +#: ../../content/applications/productivity/studio/views.rst:105 msgid "" -"On the *List View*, under *View* > *Editable*, choose between *New record on" -" top* or *New record at the bottom*. This way, besides defining the order in" -" which new records are displayed in the view, you are able to edit them." +"The :guilabel:`Kanban` view is often used to support business flows by " +"moving records across stages or as an alternative way to display records " +"inside *cards*." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/views.rst:21 +#: ../../content/applications/productivity/studio/views.rst:109 +msgid "" +"If the :guilabel:`Kanban` view exists, it is used by default to display data" +" on mobile devices instead of the :ref:`List view `." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:112 +msgid "" +"To prevent users from creating new records, untick :guilabel:`Can Create`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:113 +msgid "" +"To create records directly within the view, in a minimalistic form, enable " +":guilabel:`Quick Create`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:115 +msgid "" +"To change the way records are grouped by default, select a new group under " +":guilabel:`Default Group by`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:127 +msgid "List" +msgstr "Liste" + +#: ../../content/applications/productivity/studio/views.rst:129 +msgid "" +"The :guilabel:`List` view is used to overview many records at once, look for" +" records, and edit simple records." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:134 +msgid "" +"To create and edit records directly within the view, select either " +":guilabel:`New record on top` or :guilabel:`New record at the bottom` under " +":guilabel:`Editable`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:138 +msgid "" +"This prevents users from opening records in :ref:`Form view " +"` from the :guilabel:`List` view." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:141 +msgid "To edit several records at once, tick :guilabel:`Enable Mass Editing`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:142 +msgid "" +"To change the way records are sorted by default, select a field under " +":guilabel:`Sort By`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:145 +msgid "" +"To add a drag handle icon to reorder records manually, add an :ref:`Integer " +"field ` with the :guilabel:`Handle` " +"widget." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:161 +msgid "Map" +msgstr "Karte" + +#: ../../content/applications/productivity/studio/views.rst:163 +msgid "" +"The :guilabel:`Map` view is used to display records on a map. For example, " +"it is used in the Field Service app to plan an itinerary between different " +"tasks." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:167 +msgid "" +"A :ref:`Many2One field ` linked to" +" the *Contact* model is required to activate the view, as the contact " +"address is used to position records on the map." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:170 +msgid "" +"To select which kind of contact should be used on the map, select it under " +":guilabel:`Contact Field`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:172 +msgid "" +"To hide the name or the address of the record, tick :guilabel:`Hide name` or" +" :guilabel:`Hide Address`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:174 +msgid "" +"To add information from other fields, select them under " +":guilabel:`Additional Fields`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:175 +msgid "" +"To have a route suggested between the different records, tick " +":guilabel:`Enable Routing` and select which field should be used to sort " +"records for the routing." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:187 +msgid "Timeline views" +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:190 +msgid "" +"When you first activate one of the timeline views, you need to select which " +":ref:`Date ` or :ref:`Date & Time " +"` fields on your model should be used" +" to define when the records start and stop in order to display them on the " +"view. You can modify the :guilabel:`Start Date Field` and :guilabel:`Stop " +"Date Field` after activating the view." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:201 +msgid "Calendar" +msgstr "Kalender" + +#: ../../content/applications/productivity/studio/views.rst:203 +msgid "" +"The :guilabel:`Calendar` view is used to overview and manage records inside " +"a calendar." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:205 +msgid "" +"To create records directly within the view instead of opening the :ref:`Form" +" view `, enable :guilabel:`Quick Create`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:209 +msgid "" +"This only works on specific models that can be *quick-created* using only a " +"*name*. However, most models do not support quick creation and open the " +":guilabel:`Form` view to fill in the required fields." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:213 +msgid "" +"To color records on the calendar, select a field under :guilabel:`Color`. " +"All the records sharing the same value for that field are displayed using " +"the same color." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:217 +msgid "" +"As the number of colors is limited, the same color can end up being assigned" +" to different values." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:220 +msgid "" +"To display events lasting the whole day at the top of the calendar, select a" +" :ref:`Checkbox field ` that specifies" +" if the event lasts the whole day." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:223 +msgid "" +"To choose the default time scale used to display events, select " +":guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, or :guilabel:`Year` " +"under :guilabel:`Default Display Mode`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:227 +msgid "" +"You can also use :guilabel:`Delay Field` to display the duration of the " +"event in hours by selecting a :ref:`Decimal ` or :ref:`Integer ` " +"field on the model which specifies the duration of the event. However, if " +"you set an :guilabel:`End Date Field`, the :guilabel:`Delay Field` will not " +"be taken into account." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:242 +msgid "Cohort" +msgstr "Kohorte" + +#: ../../content/applications/productivity/studio/views.rst:244 +msgid "" +"The :guilabel:`Cohort` view is used to examine the life cycle of records " +"over a time period. For example, it is used in the Subscriptions app to view" +" the subscriptions' retention rate." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:247 +msgid "" +"To display a measure (i.e., the aggregated value of a given field) by " +"default on the view, select a :guilabel:`Measure Field`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:249 +msgid "" +"To choose which time interval is used by default to group results, select " +":guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, or :guilabel:`Year` " +"under :guilabel:`Interval`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:251 +msgid "" +"To change the cohort :guilabel:`Mode`, select either :guilabel:`Retention` " +":dfn:`the percentage of records staying over a period of time, it starts at " +"100% and decreases with time` or :guilabel:`Churn` :dfn:`the percentage of " +"records moving out over a period of time - it starts at 0% and increases " +"with time`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:255 +msgid "" +"To change the way the :guilabel:`Timeline` (i.e., the columns) progresses, " +"select either :guilabel:`Forward` (from 0 to +15) or :guilabel:`Backward` " +"(from -15 to 0). For most purposes, the :guilabel:`Forward` timeline is " +"used." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:268 +msgid "Gantt" +msgstr "Gantt" + +#: ../../content/applications/productivity/studio/views.rst:270 +msgid "" +"The :guilabel:`Gantt` view is used to forecast and examine the overall " +"progress of records. Records are represented by a bar under a time scale." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:273 +msgid "" +"To prevent users from creating or editing records, untick :guilabel:`Can " +"Create` or :guilabel:`Can Edit`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:275 +msgid "" +"To fill cells in gray whenever a record should not be created there (e.g., " +"on weekends for employees), tick :guilabel:`Display Unavailability`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:279 +msgid "" +"The underlying model must support this feature, and support for it cannot be" +" added using Studio. It is supported for the Project, Time Off, Planning, " +"and Manufacturing apps." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:282 +msgid "To show a total row at the bottom, tick :guilabel:`Display Total row`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:283 +msgid "" +"To collapse multiple records in a single row, tick :guilabel:`Collapse First" +" Level`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:284 +msgid "" +"To choose which way records are grouped by default on rows (e.g., per " +"employee or project), select a field under :guilabel:`Default Group by`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:286 +msgid "" +"To define a default time scale to view records, select :guilabel:`Day`, " +":guilabel:`Week`, :guilabel:`Month`, or :guilabel:`Year` under " +":guilabel:`Default Scale`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:288 +msgid "" +"To color records on the view, select a field under :guilabel:`Color`. All " +"the records sharing the same value for that field are displayed using the " +"same color." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:292 +msgid "" +"As the number of colors is limited, the same color can be assigned to " +"different values." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:294 +msgid "" +"To specify with which degree of precision each time scale should be divided " +"by, select :guilabel:`Quarter Hour`, :guilabel:`Half Hour`, or " +":guilabel:`Hour` under :guilabel:`Day Precision`, :guilabel:`Half Day` or " +":guilabel:`Day` under :guilabel:`Week Precision`, and :guilabel:`Month " +"Precision`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:308 +msgid "Reporting views" +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:317 +msgid "Pivot" +msgstr "Pivot" + +#: ../../content/applications/productivity/studio/views.rst:319 +msgid "" +"The :guilabel:`Pivot` view is used to explore and analyze the data contained" +" in records in an interactive manner. It is especially useful to aggregate " +"numeric data, create categories, and drill down the data by expanding and " +"collapsing different levels of data." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:323 +msgid "" +"To access all records whose data is aggregated under a cell, tick " +":guilabel:`Access records from cell`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:325 +msgid "" +"To divide the data into different categories, select field(s) under " +":guilabel:`Column grouping`, :guilabel:`Row grouping - First level`, or " +":guilabel:`Row grouping - Second level`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:327 +msgid "" +"To add different types of data to be measured using the view, select a field" +" under :guilabel:`Measures`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:329 +msgid "" +"To display a count of records that made up the aggregated data in a cell, " +"tick :guilabel:`Display count`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:341 +msgid "Graph" +msgstr "Diagramm" + +#: ../../content/applications/productivity/studio/views.rst:343 +msgid "" +"The :guilabel:`Graph` view is used to showcase data from records in a bar, " +"line, or pie chart." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:345 +msgid "" +"To change the default chart, select :guilabel:`Bar`, :guilabel:`Line`, or " +":guilabel:`Pie` under :guilabel:`Type`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:347 +msgid "" +"To choose a default data dimension (category), select a field under " +":guilabel:`First dimension` and, if needed, another under :guilabel:`Second " +"dimension`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:349 +msgid "" +"To select a default type of data to be measured using the view, select a " +"field under :guilabel:`Measure`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:351 +msgid "" +"*For Bar and Line charts only*: To sort the different data categories by " +"their value, select :guilabel:`Ascending` (from lowest to highest value) or " +":guilabel:`Descending` (from highest to lowest) under :guilabel:`Sorting`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:354 +msgid "" +"*For Bar and Pie charts only*: To access all records whose data is " +"aggregated under a data category on the chart, tick :guilabel:`Access " +"records from graph`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:356 +msgid "" +"*For Bar charts only*: When using two data dimensions (categories), display " +"the two columns on top of each other by default by ticking " +":guilabel:`Stacked graph`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:368 +msgid "Dashboard" +msgstr "Dashboard" + +#: ../../content/applications/productivity/studio/views.rst:370 msgid "" -"If the field is left blank, no editing is possible and records are shown " -"based on your column preferences on the lead's page (front-end)." +"The :guilabel:`Dashboard` view is used to display multiple reporting views " +"and key performance indicators. Which elements are displayed on the view " +"depends on the configuration of the other reporting views." msgstr "" diff --git a/locale/es/LC_MESSAGES/administration.po b/locale/es/LC_MESSAGES/administration.po index 8c79cb382..b26beca6b 100644 --- a/locale/es/LC_MESSAGES/administration.po +++ b/locale/es/LC_MESSAGES/administration.po @@ -23,7 +23,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-07-22 09:36+0000\n" +"POT-Creation-Date: 2022-09-01 15:11+0000\n" "PO-Revision-Date: 2022-03-18 14:59+0000\n" "Last-Translator: Braulio D. López Vázquez , 2022\n" "Language-Team: Spanish (https://www.transifex.com/odoo/teams/41243/es/)\n" @@ -314,8 +314,8 @@ msgstr "" #: ../../content/administration/install/deploy.rst:76 #: ../../content/administration/install/install.rst:338 -#: ../../content/administration/install/install.rst:514 -#: ../../content/administration/install/install.rst:698 +#: ../../content/administration/install/install.rst:525 +#: ../../content/administration/install/install.rst:720 msgid "PostgreSQL" msgstr "PostgreSQL" @@ -1705,7 +1705,7 @@ msgid "Odoo will automatically be started at the end of the installation." msgstr "Odoo se ejecutará automáticamente al finalizar la instalación." #: ../../content/administration/install/install.rst:105 -#: ../../content/administration/install/install.rst:433 +#: ../../content/administration/install/install.rst:444 msgid "Linux" msgstr "Linux" @@ -1724,8 +1724,8 @@ msgstr "" #: ../../content/administration/install/install.rst:113 #: ../../content/administration/install/install.rst:186 #: ../../content/administration/install/install.rst:313 -#: ../../content/administration/install/install.rst:492 -#: ../../content/administration/install/install.rst:676 +#: ../../content/administration/install/install.rst:503 +#: ../../content/administration/install/install.rst:698 msgid "Prepare" msgstr "Preparar" @@ -1744,8 +1744,8 @@ msgstr "" #: ../../content/administration/install/install.rst:123 #: ../../content/administration/install/install.rst:198 #: ../../content/administration/install/install.rst:380 -#: ../../content/administration/install/install.rst:566 -#: ../../content/administration/install/install.rst:748 +#: ../../content/administration/install/install.rst:577 +#: ../../content/administration/install/install.rst:770 msgid "" "`wkhtmltopdf` is not installed through **pip** and must be installed " "manually in version `0.12.5 `_ for it to " @@ -1937,14 +1937,14 @@ msgstr "" "mismo tiempo." #: ../../content/administration/install/install.rst:257 -#: ../../content/administration/install/install.rst:436 -#: ../../content/administration/install/install.rst:620 +#: ../../content/administration/install/install.rst:447 +#: ../../content/administration/install/install.rst:642 msgid "Fetch the sources" msgstr "Extraer los recursos" #: ../../content/administration/install/install.rst:259 -#: ../../content/administration/install/install.rst:438 -#: ../../content/administration/install/install.rst:622 +#: ../../content/administration/install/install.rst:449 +#: ../../content/administration/install/install.rst:644 msgid "" "There are two ways to obtain the source code of Odoo: as a zip **archive** " "or through **git**." @@ -1953,59 +1953,59 @@ msgstr "" "zip o **git**." #: ../../content/administration/install/install.rst:262 -#: ../../content/administration/install/install.rst:441 -#: ../../content/administration/install/install.rst:625 +#: ../../content/administration/install/install.rst:452 +#: ../../content/administration/install/install.rst:647 msgid "Archive" msgstr "Archivar" #: ../../content/administration/install/install.rst:264 -#: ../../content/administration/install/install.rst:443 -#: ../../content/administration/install/install.rst:627 +#: ../../content/administration/install/install.rst:454 +#: ../../content/administration/install/install.rst:649 msgid "Community Edition:" msgstr "Edición community:" #: ../../content/administration/install/install.rst:266 #: ../../content/administration/install/install.rst:272 -#: ../../content/administration/install/install.rst:445 -#: ../../content/administration/install/install.rst:451 -#: ../../content/administration/install/install.rst:629 -#: ../../content/administration/install/install.rst:635 +#: ../../content/administration/install/install.rst:456 +#: ../../content/administration/install/install.rst:462 +#: ../../content/administration/install/install.rst:651 +#: ../../content/administration/install/install.rst:657 msgid "`Official download page `_" msgstr "`Página oficial de descarga `_" #: ../../content/administration/install/install.rst:267 -#: ../../content/administration/install/install.rst:446 -#: ../../content/administration/install/install.rst:630 +#: ../../content/administration/install/install.rst:457 +#: ../../content/administration/install/install.rst:652 msgid "`GitHub repository `_" msgstr "`Repositorio GitHub `_" #: ../../content/administration/install/install.rst:268 -#: ../../content/administration/install/install.rst:447 -#: ../../content/administration/install/install.rst:631 +#: ../../content/administration/install/install.rst:458 +#: ../../content/administration/install/install.rst:653 msgid "`Nightly server `_" msgstr "`Servidor Nightly `_" #: ../../content/administration/install/install.rst:270 -#: ../../content/administration/install/install.rst:449 -#: ../../content/administration/install/install.rst:633 +#: ../../content/administration/install/install.rst:460 +#: ../../content/administration/install/install.rst:655 msgid "Enterprise Edition:" msgstr "Edición Enterprise:" #: ../../content/administration/install/install.rst:273 -#: ../../content/administration/install/install.rst:452 -#: ../../content/administration/install/install.rst:636 +#: ../../content/administration/install/install.rst:463 +#: ../../content/administration/install/install.rst:658 msgid "`GitHub repository `_" msgstr "`Repositorio GitHub `_" #: ../../content/administration/install/install.rst:278 -#: ../../content/administration/install/install.rst:457 -#: ../../content/administration/install/install.rst:641 +#: ../../content/administration/install/install.rst:468 +#: ../../content/administration/install/install.rst:663 msgid "Git" msgstr "Git" #: ../../content/administration/install/install.rst:280 -#: ../../content/administration/install/install.rst:459 -#: ../../content/administration/install/install.rst:643 +#: ../../content/administration/install/install.rst:470 +#: ../../content/administration/install/install.rst:665 msgid "" "The following requires `Git `_ to be installed on your machine and " "that you have basic knowledge of Git commands. To clone a Git repository, " @@ -2016,8 +2016,8 @@ msgid "" msgstr "" #: ../../content/administration/install/install.rst:287 -#: ../../content/administration/install/install.rst:466 -#: ../../content/administration/install/install.rst:650 +#: ../../content/administration/install/install.rst:477 +#: ../../content/administration/install/install.rst:672 msgid "" "**The Enterprise Git repository does not contain the full Odoo source " "code**. It is only a collection of extra add-ons. The main server code is in" @@ -2030,20 +2030,20 @@ msgid "" msgstr "" #: ../../content/administration/install/install.rst:296 -#: ../../content/administration/install/install.rst:475 -#: ../../content/administration/install/install.rst:659 +#: ../../content/administration/install/install.rst:486 +#: ../../content/administration/install/install.rst:681 msgid "Clone with HTTPS" msgstr "" #: ../../content/administration/install/install.rst:303 -#: ../../content/administration/install/install.rst:482 -#: ../../content/administration/install/install.rst:666 +#: ../../content/administration/install/install.rst:493 +#: ../../content/administration/install/install.rst:688 msgid "Clone with SSH" msgstr "" #: ../../content/administration/install/install.rst:316 -#: ../../content/administration/install/install.rst:495 -#: ../../content/administration/install/install.rst:679 +#: ../../content/administration/install/install.rst:506 +#: ../../content/administration/install/install.rst:701 msgid "Python" msgstr "Python" @@ -2067,8 +2067,8 @@ msgstr "" "esté revisado." #: ../../content/administration/install/install.rst:324 -#: ../../content/administration/install/install.rst:500 -#: ../../content/administration/install/install.rst:684 +#: ../../content/administration/install/install.rst:511 +#: ../../content/administration/install/install.rst:706 msgid "" "If Python 3 is already installed, make sure that the version is 3.7 or " "above, as previous versions are not compatible with Odoo." @@ -2077,8 +2077,8 @@ msgstr "" " que las versiones previas no son compatibles con Odoo." #: ../../content/administration/install/install.rst:331 -#: ../../content/administration/install/install.rst:507 -#: ../../content/administration/install/install.rst:691 +#: ../../content/administration/install/install.rst:518 +#: ../../content/administration/install/install.rst:713 msgid "Verify also that pip_ is installed for this version." msgstr "También verifique que pip_ esté instalado para esta versión." @@ -2093,8 +2093,8 @@ msgstr "" "(versión compatible: 10.0 y más avanzados)." #: ../../content/administration/install/install.rst:343 -#: ../../content/administration/install/install.rst:525 -#: ../../content/administration/install/install.rst:708 +#: ../../content/administration/install/install.rst:536 +#: ../../content/administration/install/install.rst:730 msgid "" "By default, the only user is `postgres` but Odoo forbids connecting as " "`postgres`, so you need to create a new PostgreSQL user:" @@ -2151,8 +2151,8 @@ msgstr "" "`Sí` y **¿Crear una base de datos?** a `Sí`." #: ../../content/administration/install/install.rst:359 -#: ../../content/administration/install/install.rst:537 -#: ../../content/administration/install/install.rst:720 +#: ../../content/administration/install/install.rst:548 +#: ../../content/administration/install/install.rst:742 msgid "Dependencies" msgstr "Dependencias" @@ -2171,8 +2171,8 @@ msgstr "" "C++** en la pestaña de **Carga de trabajo** e instálelo." #: ../../content/administration/install/install.rst:365 -#: ../../content/administration/install/install.rst:551 -#: ../../content/administration/install/install.rst:722 +#: ../../content/administration/install/install.rst:562 +#: ../../content/administration/install/install.rst:744 msgid "" "Odoo dependencies are listed in the `requirements.txt` file located at the " "root of the Odoo community directory." @@ -2181,8 +2181,8 @@ msgstr "" "que se encuentra en la raíz del directorio de Odoo community." #: ../../content/administration/install/install.rst:368 -#: ../../content/administration/install/install.rst:554 -#: ../../content/administration/install/install.rst:725 +#: ../../content/administration/install/install.rst:565 +#: ../../content/administration/install/install.rst:747 msgid "" "It can be preferable to not mix python modules packages between different " "instances of Odoo or with your system. You can use virtualenv_ to create " @@ -2203,8 +2203,8 @@ msgstr "" "de administrador**:" #: ../../content/administration/install/install.rst:385 -#: ../../content/administration/install/install.rst:571 -#: ../../content/administration/install/install.rst:753 +#: ../../content/administration/install/install.rst:582 +#: ../../content/administration/install/install.rst:775 msgid "" "For languages with right-to-left interface (such as Arabic or Hebrew), the " "package `rtlcss` is needed:" @@ -2217,8 +2217,8 @@ msgid "Download and install `nodejs `_." msgstr "Descargue e instale `nodejs `_." #: ../../content/administration/install/install.rst:389 -#: ../../content/administration/install/install.rst:575 -#: ../../content/administration/install/install.rst:757 +#: ../../content/administration/install/install.rst:586 +#: ../../content/administration/install/install.rst:779 msgid "Install `rtlcss`:" msgstr "Instale `rtlcss`:" @@ -2233,14 +2233,14 @@ msgstr "" "`C:\\\\Users\\\\\\\\AppData\\\\Roaming\\\\npm\\\\`)." #: ../../content/administration/install/install.rst:399 -#: ../../content/administration/install/install.rst:582 -#: ../../content/administration/install/install.rst:764 +#: ../../content/administration/install/install.rst:593 +#: ../../content/administration/install/install.rst:786 msgid "Running Odoo" msgstr "Ejecutar Odoo" #: ../../content/administration/install/install.rst:401 -#: ../../content/administration/install/install.rst:584 -#: ../../content/administration/install/install.rst:766 +#: ../../content/administration/install/install.rst:595 +#: ../../content/administration/install/install.rst:788 msgid "" "Once all dependencies are set up, Odoo can be launched by running `odoo-" "bin`, the command-line interface of the server. It is located at the root of" @@ -2251,8 +2251,8 @@ msgstr "" "encuentra en la raíz del directorio de Odoo Community." #: ../../content/administration/install/install.rst:404 -#: ../../content/administration/install/install.rst:587 -#: ../../content/administration/install/install.rst:769 +#: ../../content/administration/install/install.rst:598 +#: ../../content/administration/install/install.rst:791 msgid "" "To configure the server, you can either specify :ref:`command-line arguments" " ` or a :ref:`configuration file " @@ -2263,8 +2263,8 @@ msgstr "" "`." #: ../../content/administration/install/install.rst:407 -#: ../../content/administration/install/install.rst:590 -#: ../../content/administration/install/install.rst:772 +#: ../../content/administration/install/install.rst:601 +#: ../../content/administration/install/install.rst:794 msgid "" "For the Enterprise edition, you must add the path to the `enterprise` addons" " to the `addons-path` argument. Note that it must come before the other " @@ -2276,8 +2276,8 @@ msgstr "" "correctamente." #: ../../content/administration/install/install.rst:411 -#: ../../content/administration/install/install.rst:594 -#: ../../content/administration/install/install.rst:776 +#: ../../content/administration/install/install.rst:605 +#: ../../content/administration/install/install.rst:798 msgid "Common necessary configurations are:" msgstr "Estas son las configuraciones necesarias más comunes:" @@ -2286,16 +2286,16 @@ msgid "PostgreSQL user and password." msgstr "Usuario y contraseña de PostgreSQL" #: ../../content/administration/install/install.rst:414 -#: ../../content/administration/install/install.rst:599 -#: ../../content/administration/install/install.rst:781 +#: ../../content/administration/install/install.rst:610 +#: ../../content/administration/install/install.rst:803 msgid "Custom addon paths beyond the defaults, to load your own modules." msgstr "" "Rutas de complementos personalizadas más allá de lo predeterminado para " "cargar los módulos." #: ../../content/administration/install/install.rst:416 -#: ../../content/administration/install/install.rst:601 -#: ../../content/administration/install/install.rst:783 +#: ../../content/administration/install/install.rst:612 +#: ../../content/administration/install/install.rst:805 msgid "A typical way to run the server would be:" msgstr "Una forma típica de ejecutar el servidor sería:" @@ -2303,20 +2303,44 @@ msgstr "Una forma típica de ejecutar el servidor sería:" msgid "" "Where `CommunityPath` is the path of the Odoo Community installation, " "`dbuser` is the PostgreSQL login, `dbpassword` is the PostgreSQL password " -"and `mydb` is the default database to serve on `localhost:8069`." -msgstr "" -"Donde `CommunityPath` es la ruta de la instalación de Odoo Community, " -"`dbuser` es el inicio de sesión de PostgreSQL, `dbpassword` es la contraseña" -" de PostgreSQL y `mydb` es la base de datos automática que sirve en " -"`localhost:8069`. " - -#: ../../content/administration/install/install.rst:428 -#: ../../content/administration/install/install.rst:612 -#: ../../content/administration/install/install.rst:799 -msgid ":doc:`The exhaustive list of arguments for odoo-bin `." +"and `mydb` is the name of the PostgreSQL database." msgstr "" -#: ../../content/administration/install/install.rst:497 +#: ../../content/administration/install/install.rst:427 +#: ../../content/administration/install/install.rst:622 +#: ../../content/administration/install/install.rst:820 +msgid "" +"After the server has started (the INFO log `odoo.modules.loading: Modules " +"loaded.` is printed), open http://localhost:8069 in your web browser and log" +" in with the base administrator account: Use `admin` for the " +":guilabel:`Email` and, again, `admin` for the :guilabel:`Password`. That's " +"it, you just logged into your own Odoo database!" +msgstr "" + +#: ../../content/administration/install/install.rst:433 +#: ../../content/administration/install/install.rst:628 +#: ../../content/administration/install/install.rst:826 +msgid "" +"From there, you can create and manage new :doc:`users " +"`." +msgstr "" + +#: ../../content/administration/install/install.rst:435 +#: ../../content/administration/install/install.rst:630 +#: ../../content/administration/install/install.rst:828 +msgid "" +"The user account you use to log into Odoo's web interface differs from the " +":option:`--db_user ` CLI argument." +msgstr "" + +#: ../../content/administration/install/install.rst:439 +#: ../../content/administration/install/install.rst:634 +#: ../../content/administration/install/install.rst:832 +msgid "" +":doc:`The exhaustive list of CLI arguments for odoo-bin `." +msgstr "" + +#: ../../content/administration/install/install.rst:508 msgid "" "Odoo requires Python 3.7 or later to run. Use your package manager to " "download and install Python 3 on your machine if it is not already done." @@ -2325,7 +2349,7 @@ msgstr "" "gestor de paquetes para descargar e instalar Python 3 en su equipo si no lo " "ha hecho todavía." -#: ../../content/administration/install/install.rst:516 +#: ../../content/administration/install/install.rst:527 msgid "" "Odoo uses PostgreSQL as database management system. Use your package manager" " to download and install PostgreSQL (supported version: 10.0 and later)." @@ -2334,12 +2358,12 @@ msgstr "" "paquetes para descargar e instalar PostgreSQL (versión compatible: 10.0 y " "más avanzadas)." -#: ../../content/administration/install/install.rst:519 +#: ../../content/administration/install/install.rst:530 msgid "On Debian/Unbuntu, it can be achieved by executing the following:" msgstr "En Debian/Ubuntu, se puede lograr ejecutando lo siguiente:" -#: ../../content/administration/install/install.rst:533 -#: ../../content/administration/install/install.rst:716 +#: ../../content/administration/install/install.rst:544 +#: ../../content/administration/install/install.rst:738 msgid "" "Because your PostgreSQL user has the same name as your Unix login, you will " "be able to connect to the database without password." @@ -2347,7 +2371,7 @@ msgstr "" "Ya que su usuario de PostgreSQL tiene el mismo nombre que su inicio de " "sesión de Unix, podrá conectarse a la base de datos sin una contraseña." -#: ../../content/administration/install/install.rst:539 +#: ../../content/administration/install/install.rst:550 msgid "" "For libraries using native code, it is necessary to install development " "tools and native dependencies before the Python dependencies of Odoo. They " @@ -2359,7 +2383,7 @@ msgstr "" "de Odoo. Están disponibles en los paquetes `-dev` o `-devel` para Python, " "PostgreSQL, libxml2, libxslt1, libevent, libsasl2 y libldap2." -#: ../../content/administration/install/install.rst:543 +#: ../../content/administration/install/install.rst:554 msgid "" "On Debian/Unbuntu, the following command should install all the required " "libraries:" @@ -2367,8 +2391,8 @@ msgstr "" "En Debian/Ubuntu, este comando debería de instalar todas las bibliotecas " "necesarias:" -#: ../../content/administration/install/install.rst:557 -#: ../../content/administration/install/install.rst:728 +#: ../../content/administration/install/install.rst:568 +#: ../../content/administration/install/install.rst:750 msgid "" "Navigate to the path of your Odoo Community installation (`CommunityPath`) " "and run **pip** on the requirements file:" @@ -2376,12 +2400,12 @@ msgstr "" "Vaya a la ruta de su instalación de Odoo Community (`CommunityPath`) y " "ejecute **pip** en el archivo de solicitudes:" -#: ../../content/administration/install/install.rst:574 +#: ../../content/administration/install/install.rst:585 msgid "Download and install **nodejs** and **npm** with your package manager." msgstr "Descargue e instale **nodejs** y **npm** con su gestor de paquetería." -#: ../../content/administration/install/install.rst:596 -#: ../../content/administration/install/install.rst:778 +#: ../../content/administration/install/install.rst:607 +#: ../../content/administration/install/install.rst:800 msgid "" "PostgreSQL user and password. Odoo has no defaults beyond `psycopg2's " "defaults `_: connects over a UNIX" @@ -2392,20 +2416,18 @@ msgstr "" " conecta con un socket UNIX en el puerto `5432` con el usuario actual y sin " "contraseña." -#: ../../content/administration/install/install.rst:608 -#: ../../content/administration/install/install.rst:790 +#: ../../content/administration/install/install.rst:619 +#: ../../content/administration/install/install.rst:812 msgid "" "Where `CommunityPath` is the path of the Odoo Community installation and " -"`mydb` is the default database to serve on `localhost:8069`." +"`mydb` is the name of the PostgreSQL database." msgstr "" -"Donde `CommunityPath` es la ruta de la instalación de Odoo Community y " -"`mydb` es la base de datos que funciona en `localhost:8069`." -#: ../../content/administration/install/install.rst:617 +#: ../../content/administration/install/install.rst:639 msgid "Mac OS" msgstr "Mac OS" -#: ../../content/administration/install/install.rst:681 +#: ../../content/administration/install/install.rst:703 msgid "" "Odoo requires Python 3.7 or later to run. Use your preferred package manager" " (homebrew_, macports_) to download and install Python 3 on your machine if " @@ -2415,7 +2437,7 @@ msgstr "" "gestor de paquetes preferido (homebrew_, macports_) para descargar e " "instalar Python 3 en su equipo si no lo ha hecho todavía. " -#: ../../content/administration/install/install.rst:700 +#: ../../content/administration/install/install.rst:722 msgid "" "Odoo uses PostgreSQL as database management system. Use `postgres.app " "`_ to download and install PostgreSQL (supported " @@ -2425,24 +2447,24 @@ msgstr "" "`postgres.app `_ para descargar e instalar " "PostgreSQL (versión compatible: 10.0 y más avanzadas)." -#: ../../content/administration/install/install.rst:704 +#: ../../content/administration/install/install.rst:726 msgid "" "To make the command line tools bundled with `postgres.app` available, make " "sure to setup your `$PATH` variable by following the `Postgres.app CLI Tools" " Instructions `_." msgstr "" -#: ../../content/administration/install/install.rst:737 +#: ../../content/administration/install/install.rst:759 msgid "Non-Python dependencies need to be installed with a package manager:" msgstr "" "Las dependencias que no sean Python necesitan instalarse con un gestor de " "paquetes:" -#: ../../content/administration/install/install.rst:739 +#: ../../content/administration/install/install.rst:761 msgid "Download and install the **Command Line Tools**:" msgstr "Descargue e instale las **Herramientas de líneas de comando**:" -#: ../../content/administration/install/install.rst:745 +#: ../../content/administration/install/install.rst:767 msgid "" "Download and install the package manager of your choice (homebrew_, " "macports_)." @@ -2450,11 +2472,11 @@ msgstr "" "Descargue e instale el gestor de paquetes que usted haya elegido (homebrew_," " macports_)." -#: ../../content/administration/install/install.rst:746 +#: ../../content/administration/install/install.rst:768 msgid "Install non-python dependencies." msgstr "Instale dependencias que no sean python." -#: ../../content/administration/install/install.rst:756 +#: ../../content/administration/install/install.rst:778 msgid "" "Download and install **nodejs** with your preferred package manager " "(homebrew_, macports_)." @@ -2462,19 +2484,19 @@ msgstr "" "Descargue e instale **nodejs** con su gestor de paquete preferido " "(homebrew_, macports_)." -#: ../../content/administration/install/install.rst:794 +#: ../../content/administration/install/install.rst:816 msgid "" "Some versions of python on Mac might lead to the following error message: " "`current limit exceeds maximum limit`. In that case, add the following " "parameter `--limit-memory-hard 0` to avoid the problem." msgstr "" -#: ../../content/administration/install/install.rst:804 +#: ../../content/administration/install/install.rst:837 #: ../../content/administration/maintain/update.rst:147 msgid "Docker" msgstr "Docker" -#: ../../content/administration/install/install.rst:806 +#: ../../content/administration/install/install.rst:839 msgid "" "The full documentation on how to use Odoo with Docker can be found on the " "official Odoo `docker image `_ page." @@ -3932,7 +3954,7 @@ msgid "The URL you want to use for your database (e.g., `example.odoo.com`)" msgstr "" #: ../../content/administration/maintain/hosting_changes.rst:56 -msgid "Which brand you want to migrate" +msgid "Which branch you want to migrate" msgstr "" #: ../../content/administration/maintain/hosting_changes.rst:57 diff --git a/locale/es/LC_MESSAGES/finance.po b/locale/es/LC_MESSAGES/finance.po index eb4aabac6..63ab439f9 100644 --- a/locale/es/LC_MESSAGES/finance.po +++ b/locale/es/LC_MESSAGES/finance.po @@ -52,7 +52,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-07-22 09:36+0000\n" +"POT-Creation-Date: 2022-09-01 15:11+0000\n" "PO-Revision-Date: 2021-11-02 08:47+0000\n" "Last-Translator: Martin Trigaux, 2022\n" "Language-Team: Spanish (https://www.transifex.com/odoo/teams/41243/es/)\n" @@ -338,13 +338,13 @@ msgstr "" #: ../../content/applications/finance/accounting/bank/misc/interbank.rst:14 #: ../../content/applications/finance/accounting/bank/reconciliation/reconciliation_models.rst:69 #: ../../content/applications/finance/accounting/bank/reconciliation/use_cases.rst:16 -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:22 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:16 #: ../../content/applications/finance/accounting/bank/setup/manage_cash_register.rst:9 #: ../../content/applications/finance/accounting/bank/setup/outstanding_accounts.rst:20 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:32 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:29 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:290 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:331 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:332 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:34 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/germany.rst:58 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/italy.rst:18 @@ -363,8 +363,9 @@ msgstr "" #: ../../content/applications/finance/accounting/payables/supplier_bills/invoice_digitization.rst:22 #: ../../content/applications/finance/accounting/payables/supplier_bills/manage.rst:31 #: ../../content/applications/finance/accounting/receivables/customer_invoices/cash_rounding.rst:14 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:55 #: ../../content/applications/finance/accounting/receivables/customer_invoices/epc_qr_code.rst:20 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:42 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:46 #: ../../content/applications/finance/accounting/receivables/customer_payments/batch.rst:15 #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:20 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:39 @@ -2071,227 +2072,167 @@ msgstr "" "`_" #: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:3 -msgid "Manage a bank in a foreign currency" -msgstr "Gestionar un banco en divisa extranjera" +msgid "Manage a bank account in a foreign currency" +msgstr "" #: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:5 msgid "" "In Odoo, every transaction is recorded in the default currency of the " -"company. Reports are all based on the currency of the company. But for " -"transactions occurring in another currency, Odoo stores both the value in " -"the currency of the company and the value in the currency of the " -"transaction." +"company, and reports are all based on that default currency. When you have a" +" bank account in a foreign currency, for every transaction, Odoo stores two " +"values:" msgstr "" -"En Odoo, cada transacción se registra en la divisa predeterminada de la " -"empresa. Todos los reportes están basados en la moneda de la empresa. Pero " -"para transacciones que ocurren en otra moneda, Odoo guarda ambos, el valor " -"en la moneda de la empresa y el valor en la moneda de la transacción. " -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:11 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:9 +msgid "The debit/credit in the currency of the *company*;" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:10 +msgid "The debit/credit in the currency of the *bank account*." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:12 msgid "" -"When you have a bank account in a foreign currencies, for every transaction," -" Odoo stores two values:" +"Currency rates are updated automatically using the web services of a banking" +" institution. By default, Odoo uses the European Central Bank's web services" +" but other options are available." msgstr "" -"Cuando tiene un extracto bancario en una divisa extranjera, Odoo guarda dos " -"valores para cada transacción:" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:14 -msgid "The debit/credit in the currency of the company" -msgstr "El débito/crédito en la divisa de la empresa" +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:19 +msgid "Activate multi-currencies" +msgstr "" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:16 -msgid "The debit/credit in the currency of the bank account" -msgstr "El débito/crédito en la divisa de la cuenta bancaria" - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:18 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:21 msgid "" -"Currency rates are updated automatically using yahoo.com, or the European " -"Central bank web-services." +"To work with multiple currencies, go to :menuselection:`Accounting --> " +"Configuration --> Settings --> Currencies` and tick :guilabel:`Multi-" +"Currencies`. Under :guilabel:`Post Exchange difference entries in:`, provide" +" a :guilabel:`Journal`, a :guilabel:`Gain Account`, a :guilabel:`Loss " +"Account`, and then click on :guilabel:`Save`." msgstr "" -"Los tipos de moneda se actualizan automáticamente usando yahoo.com, o los " -"servicios web del Banco Central Europeo." - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:25 -msgid "Activate the multi-currency feature" -msgstr "Activar la función multidivisa" #: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:27 -msgid "" -"In order to allow your company to work with multiple currencies, you should " -"activate the multi-currency mode. In the accounting application, go into " -":menuselection:`Configuration --> Settings --> Accounting & Finance " -"Features` make sure the **Allow Multi-currencies** box is ticked. Provide a " -"**Currency Exchange Gain / Loss** account, then click on **Apply**." -msgstr "" -"Para permitir que su empresa trabaje con múltiples divisas, debe activar el " -"modo multi-moneda. En la aplicación contabilidad, vaya a " -":menuselection:`Configuración --> Ajustes --> Contabilidad y Funciones " -"Financieras` asegúrese de que la casilla **Permitir Multidivisas** esté " -"marcada. Proporcione una cuenta **Ganancia/Pérdida en Cambio de Divisa**, " -"luego de dar clic en **Aplicar**." - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:34 msgid "Configure currencies" msgstr "Configurar divisas" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:36 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:29 msgid "" -"Once the Odoo is configured to support multiple currencies, you should " -"activate the currencies you plan to work with. To do that, go to the menu " -":menuselection:`Configuration --> Currencies`. All the currencies are " -"created by default, but you should activate the ones you plan to support (to" -" activate a currency, check its \"Active\" field)." +"Once Odoo is configured to support multiple currencies, they are all created" +" by default, but not necessarily active. To activate the new currencies, " +"click on :guilabel:`Activate Other Currencies` under the :guilabel:`Multi-" +"Currencies` setting or go to :menuselection:`Accounting --> Configuration " +"--> Accounting: Currencies`." msgstr "" -"Una vez que configure Odoo para que sea compatible con diferentes divisas, " -"debe activar las divisas con las que planea trabajar. Para hacerlo, vaya al " -"menú de :menuselection:`Configuración --> Divisas`. Todas las divisas se " -"crean automáticamente, pero debe activar las que quiere usar (para activar " -"una divisa, marque el campo \"activar\")." -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:42 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:34 msgid "" -"After having activated the currencies, you can configure the parameters to " -"automate the currency rate update. These options are also in the settings of" -" the Accounting application, in the bottom of the page:" +"When the currencies are activated, you can choose to **automate** the " +"currency rate update, or leave it on **manual**. To configure the rate " +"update, go back to :menuselection:`Accounting --> Configuration --> Settings" +" --> Currencies`, check :guilabel:`Automatic Currency Rates`, set " +":guilabel:`Interval` to your desired frequency, and then click on " +":guilabel:`Save`. You also have the option to choose the :guilabel:`Service`" +" you wish to obtain currency rates from." msgstr "" -"Después de haber activado las divisas, puede configurar los parámetros para " -"automatizar la actualización del tipo de moneda. Estas opciones también " -"están en los ajustes de la aplicación Contabilidad, al final de la página:" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:49 -msgid "Click on the **Update Now** link to update the currency rates now." +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:40 +msgid "" +"Click on the Update now button (:guilabel:`🗘`) besides the :guilabel:`Next " +"Run` field to update the currency rates manually." msgstr "" -"Haga clic en el link **Actualizar ahora** para actualizar los tipos de " -"divisa al instante." -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:52 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:44 msgid "Create a new bank account" msgstr "Crear una nueva cuenta bancaria" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:54 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:46 msgid "" -"In the accounting application, we first go to :menuselection:`Configuration " -"--> Accounting / Bank account`, and we create a new one." +"In the accounting application, go to :menuselection:`Accounting --> " +"Configuration --> Journals` and create a new one. Enter a :guilabel:`Journal" +" Name` and set the :guilabel:`Type` to `Bank`. In the :guilabel:`Journal " +"Entries` tab, enter a **short code**, a **currency**, and then finally click" +" on the :guilabel:`Bank Account` field to create a new account. In the pop-" +"up window of the account creation, enter a name, a code (ex.: 550007), set " +"its type to `Bank and Cash`, set a currency type, and save. When you are " +"back on the **journal**, click on the :guilabel:`Account Number` field, and " +"in the pop-up window, fill out the :guilabel:`Account Number`, " +":guilabel:`Bank` of your account, and save." msgstr "" -"En la aplicación contabilidad, primero vamos a :menuselection:`Configuración" -" --> Contabilidad / Cuenta bancaria`, y creamos una nueva." -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:60 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:59 msgid "" -"Once you save this bank account, Odoo will create all the documents for you:" +"Upon creation of the journal, Odoo automatically links the bank account to " +"the journal. It can be found under :menuselection:`Accounting --> " +"Configuration --> Accounting: Chart of Accounts`." msgstr "" -"Ya que haya guardado esta cuenta bancaria, Odoo creará todos los documentos " -"por usted:" #: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:63 -msgid "An account in the trial balance" -msgstr "Una cuenta en el balance de comprobación" +msgid "Vendor bill in a foreign currency" +msgstr "" #: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:65 -msgid "A journal in your dashboard" -msgstr "Un diario en su tablero" - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:67 msgid "" -"Information about the bank account in the footer of your invoices if checked" -" the box **Show in Invoices Footer**" +"To pay a bill in a foreign currency, simply select the currency next to the " +":guilabel:`Journal` field and register the payment. Odoo automatically " +"creates and posts the foreign **exchange gain or loss** as a new journal " +"entry." msgstr "" -"Información acerca de la cuenta bancaria en el pie de página de sus facturas" -" si verifica la casilla **Mostrar en en el pie de página de las facturas**" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:71 -msgid "Example: A vendor bill in a foreign currency" -msgstr "Ejemplo: Una factura de proveedor en una divisa extranjera" - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:73 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:74 msgid "" -"Based on the above example, let's assume we receive the following bill from " -"a supplier in China." +"Note that you can pay a foreign bill with another currency. In that case, " +"Odoo automatically converts between the two currencies." msgstr "" -"Según el ejemplo anterior, asumamos que recibimos la siguiente factura de un" -" proveedor en China." -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:76 -msgid "" -"In the :menuselection:`Purchase --> Vendor Bills` , this is what you could " -"see:" -msgstr "En :menuselection:`Compra --> Factura de Proveedor` podrá ver: " - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:81 -msgid "" -"Once you are ready to pay this bill, click on register payment on the bill " -"to record a payment." +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:78 +msgid "Unrealized Currency Gains/Losses Report" msgstr "" -"Una vez que está listo para pagar esta factura, haga clic en registrar pago " -"en la factura para pagar." -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:87 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:80 msgid "" -"That's all you have to do. Odoo will automatically post the foreign exchange" -" gain or loss at the reconciliation of the payment with the invoice, " -"depending if the currency rate increased or decreased between the invoice " -"and the payment date." +"This report gives an overview of all unrealized amounts in a foreign " +"currency on your balance sheet, and allows you to adjust an entry or " +"manually set an exchange rate. To access this report, go to " +":menuselection:`Reporting --> Management: Unrealized Currency Gains/Losses`." +" From here, you have access to all open entries in your **balance sheet**." msgstr "" -"Eso es todo lo que tiene que hacer. Odoo automáticamente publicará la " -"ganancia o pérdida por tipo de cambio en la conciliación del pago con la " -"factura, dependiendo del aumento o reducción del tipo de moneda entre la " -"fecha de la factura y el pago." -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:92 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:89 msgid "" -"Note that you can pay a foreign bill with another currency. In such a case, " -"Odoo will automatically convert between the two currencies." +"If you wish to use a different currency rate than the one set in " +":menuselection:`Accounting --> Configuration --> Settings --> Currencies`, " +"click the :guilabel:`Exchange Rates` button and change the rate of the " +"foreign currencies in the report." msgstr "" -"Note que puede pagar una factura de proveedor con otra divisa. En tal caso, " -"Odoo automáticamente convertirá las dos divisas." -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:96 -msgid "Customers Statements" -msgstr "Extractos de clientes" - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:98 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:97 msgid "" -"Customers and vendor statements are managed in the currency of the invoice. " -"So, the amount due by your customer (to your vendor) is always expressed in " -"the currency of the invoice." +"When manually changing **exchange rates**, a yellow banner appears allowing " +"you to reset back to Odoo's rate. To do so, simply click on :guilabel:`Reset" +" to Odoo's Rate`." msgstr "" -"Los extractos de clientes y proveedores se administran en la divisa de la " -"factura. Entonces, el monto que debe su cliente (a su proveedor) siempre " -"está expresado en la divisa de la factura." -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:102 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:104 msgid "" -"If you have several invoices with different currencies for the same " -"customer, Odoo will split the customer statement by currency, as shown in " -"the report below." +"In order to update your **balance sheet** with the amount of the " +":guilabel:`adjustment` column, click on the :guilabel:`Adjustment Entry` " +"button. In the pop-up window, select a :guilabel:`Journal`, " +":guilabel:`Expense Account` and :guilabel:`Income Account` to calculate and " +"process the **unrealized gains and losses**." msgstr "" -"Si tiene varias facturas con diferentes monedas para el mismo cliente, Odoo " -"separará el extracto del cliente por moneda, como se muestra en el reporte " -"abajo." #: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:109 msgid "" -"In the above report, the account receivable associated to Camptocamp is not " -"managed in a secondary currency, which means that it keeps every transaction" -" in its own currency. If you prefer, you can set the account receivable for " -"this customer in a secondary currency and all its debts will automatically " -"be converted to this currency." +"You can set the date of the report in the :guilabel:`Date` field. Odoo " +"automatically reverses the booking entry to the date set in " +":guilabel:`Reversal Date`." msgstr "" -"En el reporte anterior, las cuentas por cobrar que están asociadas a " -"Camptocamp no se manejan en una divisa secundaria, lo que significa que cada" -" transacción se queda con su propia divisa. Si lo prefiere, puede configurar" -" las cuentas por cobrar de este cliente para que tengan una divisa " -"secundaria y todas las deudas se convertirán automáticamente a esa divisa." -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:115 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:112 msgid "" -"In such a case, the customer statement always has only one currency. In " -"general, this is not what the customer expect as he prefers to see the " -"amounts in the currency of the invoices he received;" +"Once posted, the :guilabel:`adjustment` column should indicate `0.00`, " +"meaning all **unrealized gains/losses** have been adjusted." msgstr "" -"En tal caso, el extracto del cliente siempre tiene solo una divisa. En " -"general, esto no es lo que el cliente espera, ya que prefiere ver los montos" -" en la divisa de las facturas que recibió;" #: ../../content/applications/finance/accounting/bank/setup/manage_cash_register.rst:3 msgid "Manage a cash register" @@ -3587,7 +3528,7 @@ msgstr "" "problema con la sincronización de secuencias entre Odoo y la AFIP." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:515 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:651 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:653 #: ../../content/applications/finance/accounting/others/multicurrencies/invoices_payments.rst:64 msgid "Vendor Bills" msgstr "Facturas de proveedores" @@ -3948,11 +3889,9 @@ msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:26 msgid "" -"**l10n_cl_reports:** Adds the reports Propuesta F29 y Balance Tributario (8" -" columnas)." -msgstr "" -"l10n_cl_reports: Agrega los informes Propuesta F29 y Balance tributario (8 " +"**l10n_cl_reports:** Adds the reports Propuesta F29 y Balance Tributario (8 " "columnas)." +msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:32 msgid "Install the Chilean localization modules" @@ -4079,40 +4018,28 @@ msgstr "Certificado" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:103 msgid "" "In order to generate the electronic invoice signature, a digital certificate" -" with the extension ``.pfx`` is required, proceed to this section and load " +" with the extension ``pfx`` is required, proceed to this section and load " "your file and password." msgstr "" -"Para generar la firma de la factura electrónica se requiere un certificado " -"digital con la extensión ``.pfx``, proceda a esta sección y cargue su " -"archivo y contraseña." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:114 msgid "" "A certificate can be shared between several users. If this is the case leave" " the user field empty, so all your billing users can use the same one. On " -"the other hand, if you need to restrict the certificate for a particular " +"the other hand, if you need to restrict the certificate for a particular " "user, just define the users in the certificate." msgstr "" -"Un certificado se puede compartir entre varios usuarios. Si este es el caso," -" deje el campo de usuario vacío, para que todos sus usuarios de facturación " -"puedan usar el mismo. Por otro lado, si necesita restringir el certificado " -"para un usuario en particular, simplemente defina los usuarios en el " -"certificado." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:119 msgid "" "In some cases, depending on the certificate format, it is possible that the " "field Subject Serial Number is not loaded automatically. If this is the " -"case, you can manually edit this field by filling it with the Certificate’s " +"case, you can manually edit this field by filling it with the Certificate's " "legal representative RUT." msgstr "" -"En algunos casos, dependiendo del formato de certificación, puede ser que el" -" campo de Número de serie no se cargue automáticamente. Si este es el caso, " -"usted puede editar manualmente este campo llenándolo con el RUT del " -"representante legal del Certificado." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:124 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:702 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:871 msgid "Financial Reports" msgstr "Informes financieros" @@ -4275,15 +4202,11 @@ msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:233 msgid "" -"Each document type can have a unique sequence per company. As part of the " +"Each document type can have a unique sequence per company. As part of the " "localization, the Document Type includes the country on which the document " "is applicable and the data is created automatically when the localization " "module is installed." msgstr "" -"Cada tipo de documento puede tener una única secuencia por empresa. Como " -"parte de la localización, el tipo de documento incluye el país en el que el " -"documento es aplicable y la información se crea automáticamente cuando se " -"instala el módulo de localización." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:253 msgid "" @@ -4402,7 +4325,7 @@ msgstr "" "disponibles en Chile. De forma predeterminada, todos los diarios de ventas " "creados utilizarán documentos." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:308 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:307 msgid "" "For the Chilean localization, it is important to define the default Debit " "and Credit accounts as they are required for one of the debit notes use " @@ -4412,11 +4335,11 @@ msgstr "" "de crédito predeterminadas ya que se necesitan para uno de los casos de uso " "de notas de débito." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:312 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:313 msgid "CAF" msgstr "CAF" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:314 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:315 msgid "" "A CAF (Folio Authorization Code) is required, for each document type that is" " issued to your customers, the CAF is a file the SII provides to the Emisor " @@ -4427,7 +4350,7 @@ msgstr "" " emisor con el folio/secuencia autorizados para documentos de facturación " "electrónica." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:318 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:319 msgid "" "Your company can make several requests for folios and obtain several CAFs, " "each one associated with different ranges of folios. The CAFs are shared " @@ -4439,15 +4362,14 @@ msgstr "" "entre todos los diarios, esto significa que solo necesita activar un CAF por" " tipo de documento y se aplicará a todos los diarios." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:322 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:323 msgid "" -"Please refer to the SII documentation to check the detail on how to acquire " -"the CAF: `SII Timbraje `_." +"Please refer to the `SII documentation " +"`_ to check the detail on how to" +" acquire the CAF." msgstr "" -"Consulte la documentación del SII para comprobar cómo adquirir el CAF: `SII " -"timbraje `_." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:326 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:327 msgid "" "The CAFs required by the SII are different from Production to Test " "(Certification mode). Make sure you have the correct CAF set depending on " @@ -4457,7 +4379,7 @@ msgstr "" " modo de certificación). Asegúrese de tener el CAF correcto activado " "dependiendo de su entorno." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:333 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:334 msgid "" "Once you have the CAF files you need to associate them with a document type " "in Odoo, in order to add a CAF, just follow these steps:" @@ -4465,19 +4387,19 @@ msgstr "" "Una vez que tenga los archivos CAF necesita asociarlos con un tipo de " "documento en Odoo. Para agregar un CAF solo tiene que seguir estos pasos:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:336 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:337 msgid "Access to :menuselection:`Accounting --> Settings --> CAF`" msgstr "Entre a :menuselection:`Contabilidad --> Ajustes --> CAF`," -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:337 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:338 msgid "Upload the file." msgstr "suba el archivo, y" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:338 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:339 msgid "Save the CAF." msgstr "guarde el CAF." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:344 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:345 msgid "" "Once loaded, the status changes to *In Use*. At this moment, when a " "transaction is used for this document type, the invoice number takes the " @@ -4487,7 +4409,7 @@ msgstr "" " cuando la transacción se use para este tipo de documento, el número de " "factura tomará su primer folio en la secuencia." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:348 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:349 msgid "" "In case you have used some folios in your previous system, make sure you set" " the next valid folio when the first transaction is created." @@ -4496,15 +4418,15 @@ msgstr "" "configurar el siguiente folio válido cuando se cree la siguiente " "transacción." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:354 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:355 msgid "Usage and Testing" msgstr "Uso y pruebas" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:357 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:358 msgid "Electronic Invoice Workflow" msgstr "Flujo de trabajo de la factura electrónica" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:359 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:360 msgid "" "In the Chilean localization the electronic Invoice workflow covers the " "Emission of Customer Invoices and the reception of Vendor Bills, in the next" @@ -4516,11 +4438,11 @@ msgstr "" "proveedor, en el siguiente diagrama explicamos cómo se transmite la " "información al SII y entre los clientes y proveedores." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:369 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:370 msgid "Customer invoice Emission" msgstr "Emisión de factura del cliente" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:371 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:372 msgid "" "After the partners and journals are created and configured, the invoices are" " created in the standard way, for Chile one of the differentiators is the " @@ -4531,11 +4453,11 @@ msgstr "" "tipo de documento que se selecciona automáticamente en función del " "Contribuyente." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:375 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:376 msgid "You can manually change the document type if needed." msgstr "Puede cambiar manualmente el tipo de documento si es necesario." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:382 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:383 msgid "" "Documents type 33: Electronic Invoice must have at least one item with tax, " "otherwise the SII rejects the document validation." @@ -4544,21 +4466,19 @@ msgstr "" "producto con impuesto, de lo contrario el SII rechaza la validación del " "documento." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:386 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:389 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:813 msgid "Validation and DTE Status" msgstr "Validación y estado del DTE" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:388 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:391 msgid "" "When all the invoice information is filled, either manually or automatically" -" when it’s created from a sales order, proceed to validate the invoice. " +" when it's created from a sales order, proceed to validate the invoice. " "After the invoice is posted:" msgstr "" -"Cuando se complete toda la información de la factura, ya sea de forma manual" -" o automática cuando se crea a partir de una orden de venta, proceda a " -"validar la factura. Después de que se registre la factura:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:391 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:394 msgid "" "The DTE File (Electronic Tax Document) is created automatically and added in" " the chatter." @@ -4566,11 +4486,13 @@ msgstr "" "El archivo del documento tributario electrónico (DTE) se crea " "automáticamente y se agrega en el chat." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:392 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:395 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:759 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:823 msgid "The DTE SII status is set as: Pending to be sent." msgstr "El estado del DTE de SII se establece como: Envío pendiente." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:398 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:401 msgid "" "The DTE Status is updated automatically by Odoo with a scheduled action that" " runs every day at night, if you need to get the response from the SII " @@ -4582,7 +4504,7 @@ msgstr "" " del SII de inmediato, también puede hacerlo manualmente. El flujo de " "trabajo del estado del DTE es:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:407 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:410 msgid "" "In the first step the DTE is sent to the SII, you can manually send it using" " the button: Enviar Ahora, a SII Tack number is generated and assigned to " @@ -4595,7 +4517,7 @@ msgstr "" "envía por correo electrónico. El estado del DTE se actualiza a Consultar " "estado." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:412 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:415 msgid "" "Once the SII response is received Odoo updates the DTE Status, in case you " "want to do it manually just click on the button: Verify on SII. The result " @@ -4606,39 +4528,31 @@ msgstr "" "botón: verificar en SII. El resultado puede ser aceptado, aceptado con " "errores o rechazado." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:421 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:424 msgid "" "There are several internal status in the SII before you get Acceptance or " -"Rejection, in case you click continuously the Button Verify in SII, you " -"will receive in the chatter the detail of those intermediate statuses:" +"Rejection, in case you click continuously the Button Verify in SII, you will" +" receive in the chatter the detail of those intermediate statuses:" msgstr "" -"Existen varios estados internos en el SII antes de obtener Aceptación o " -"Rechazo, en caso de que haga clic continuamente en el botón verificar en el " -"SII, recibirá en el chat el detalle de esos estados intermedios:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:429 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:432 msgid "The final response from the SII, can take on of these values:" msgstr "La respuesta final del SII puede asumir estos valores:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:432 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:434 msgid "" "**Accepted:** Indicates the invoice information is correct, our document is " -"now fiscally valid and it’s automatically sent to the customer." +"now fiscally valid and it's automatically sent to the customer." msgstr "" -"**Aceptado:** Indica que la información de la factura es correcta, nuestro " -"documento ahora es fiscalmente válido y se envía automáticamente al cliente." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:435 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:437 msgid "" "**Accepted with objections:** Indicates the invoice information is correct " "but a minor issue was identified, nevertheless our document is now fiscally " -"valid and it’s automatically sent to the customer." +"valid and it's automatically sent to the customer." msgstr "" -"**Aceptado con errores:** Indica que la información de la factura es " -"correcta pero se identificó un problema menor, sin embargo, nuestro " -"documento ahora es fiscalmente válido y se envía automáticamente al cliente." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:443 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:445 msgid "" "**Rejected:** Indicates the information in the invoice is incorrect and " "needs to be corrected, the detail of the issue is received in the emails you" @@ -4651,30 +4565,30 @@ msgstr "" "Odoo, los detalles también se recuperan en el chatter una vez que se procesa" " el servidor de correo electrónico." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:448 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:450 msgid "If the invoice is Rejected please follow this steps:" msgstr "Si se rechaza la factura, siga estos pasos:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:450 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:452 msgid "Change the document to draft." msgstr "Cambie el documento a borrador," -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:451 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:453 msgid "" "Make the required corrections based on the message received from the SII." msgstr "" "realice las correcciones necesarias en función del mensaje recibido del SII," " y" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:452 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:454 msgid "Post the invoice again." msgstr "publique la factura nuevamente." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:460 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:462 msgid "Crossed references" msgstr "Referencias cruzadas" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:462 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:464 msgid "" "When the Invoice is created as a result of another fiscal document, the " "information related to the originator document must be registered in the Tab" @@ -4689,12 +4603,12 @@ msgstr "" " se puede usar en facturas de cliente. Odoo configura automáticamente las " "notas de crédito o débito:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:472 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:474 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:450 msgid "Invoice PDF Report" msgstr "Reportes de facturas en PDF" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:474 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:476 msgid "" "Once the invoice is accepted and validated by the SII and the PDF is " "printed, it includes the fiscal elements that indicate that the document is " @@ -4704,7 +4618,7 @@ msgstr "" "que se haya impreso el PDF. El reporte incluye los elementos fiscales que " "indican que el documento ya es válido:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:482 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:484 msgid "" "If you are hosted in Odoo SH or On-Premise, you should manually install the " "``pdf417gen`` library. Use the following command to install it: ``pip " @@ -4714,24 +4628,24 @@ msgstr "" "librería ``pdf417gen`` . Use este comando para instalarla: ``pip install " "pdf417gen``." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:486 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:488 msgid "Commercial Validation" msgstr "Validación comercial" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:488 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:490 msgid "Once the invoice has been sent to the customer:" msgstr "Una vez que la factura se envió al cliente:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:490 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:492 msgid "DTE partner status changes to “Sent”." msgstr "El estado del DTE del cliente cambia a “Enviado”." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:491 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:493 msgid "The customer must send a reception confirmation email." msgstr "" "El cliente debe enviar un correo electrónico de confirmación de recepción." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:492 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:494 msgid "" "Subsequently, if all the commercial terms and invoice data are correct, they" " will send the Acceptance confirmation, otherwise they send a Claim." @@ -4740,32 +4654,28 @@ msgstr "" "son correctos, enviarán la confirmación de “aceptación”, en caso contrario " "enviarán un “reclamo”." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:494 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:496 msgid "The field DTE acceptation status is updated automatically." msgstr "El campo Estado de aceptación de DTE se actualiza automáticamente." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:502 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:504 msgid "Processed for Claimed invoices" msgstr "Procesado para facturas reclamadas" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:504 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:506 msgid "" "Once the invoice has been Accepted by the SII **it can not be cancelled in " -"Odoo**. In case you get a Claim for your customer the correct way to " -"proceed is with a Credit Note to either cancel the Invoice or correct it. " -"Please refer to the Credit Notes section for more details." +"Odoo**. In case you get a Claim for your customer the correct way to proceed" +" is with a Credit Note to either cancel the Invoice or correct it. Please " +"refer to the :ref:`chile/credit-notes` section for more details." msgstr "" -"Una vez que el SII haya aceptado la factura **no se puede cancelar en " -"Odoo**. En caso de que reciba un Reclamo de su cliente, la forma correcta de" -" proceder es con una nota de crédito para cancelar o corregir la factura. " -"Consulte la sección notas de crédito para obtener más detalles." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:513 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:515 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:426 msgid "Common Errors" msgstr "Errores comunes" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:515 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:517 msgid "" "There are multiple reasons behind a rejection from the SII, but these are " "some of the common errors you might have and which is the related solution." @@ -4773,11 +4683,11 @@ msgstr "" "El SII puede rechazar facturas por muchas razones, pero estos son algunos de" " los errores comunes que podría tener y cuál es la solución adecuada." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:518 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:520 msgid "Error: ``RECHAZO- DTE Sin Comuna Origen.``" msgstr "Error: ``RECHAZO- DTE Sin Comuna Origen.``" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:520 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:522 msgid "" "*Hint:* Make sure the Company Address is properly filled including the State" " and City." @@ -4785,12 +4695,12 @@ msgstr "" "*Pista:* asegúrese de que la dirección de la empresa esté completada " "correctamente, incluyendo el estado y la ciudad." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:522 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:524 msgid "Error en Monto: ``- IVA debe declararse.``" msgstr "Error en Monto: ``- IVA debe declararse.``" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:524 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:528 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:526 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:530 msgid "" "*Hint:* The invoice lines should include one VAT tax, make sure you add one " "on each invoice line." @@ -4798,11 +4708,11 @@ msgstr "" "*Pista:* las líneas de la factura deben incluir un impuesto de IVA, " "asegúrese de agregar uno en cada línea de la factura." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:526 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:528 msgid "Error: ``Rut No Autorizado a Firmar.``" msgstr "Error: ``Rut No Autorizado a Firmar.``" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:530 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:532 msgid "" "Error: ``Fecha/Número Resolucion Invalido RECHAZO- CAF Vencido : " "(Firma_DTE[AAAA-MM-DD] - CAF[AAAA-MM-DD]) > 6 meses.``" @@ -4810,15 +4720,13 @@ msgstr "" "Error: ``Fecha/Número Resolución Invalido RECHAZO- CAF Vencido : " "(Firma_DTE[AAAA-MM-DD] - CAF[AAAA-MM-DD]) > 6 meses.``" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:533 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:535 msgid "" -"*Hint:* Try to add a new CAF related to this document as the one you’re " +"*Hint:* Try to add a new CAF related to this document as the one you're " "using is expired." msgstr "" -"*Pista:* como el CAF que está usando caducó, intente agregar uno nuevo que " -"esté relacionado a este documento." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:535 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:537 msgid "" "Error: ``Element '{http://www.sii.cl/SiiDte%7DRutReceptor': This element is " "not expected. Expected is ( {http://www.sii.cl/SiiDte%7DRutEnvia ).``" @@ -4827,7 +4735,7 @@ msgstr "" "este elemento. El elemento esperado es ( " "{http://www.sii.cl/SiiDte%7DRutEnvia ).``" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:538 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:540 msgid "" "*Hint:* Make sure the field Document Type and VAT are set either in the " "Customer and in the main company." @@ -4835,11 +4743,11 @@ msgstr "" "*Pista:* Asegúrese de que el campo de tipo de documento e IVA esté " "configurado en el cliente y en la empresa principal." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:541 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:543 msgid "GLOSA: ``Usuario sin permiso de envio.``" msgstr "GLOSA: ``Usuario sin permiso de envió.``" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:543 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:545 msgid "" "*Hint:* This error indicates that most likely, your company has not passed " "the `Certification process " @@ -4855,12 +4763,12 @@ msgstr "" "con su account manager o con soporte al cliente ya que esta certificación no" " es parte de los servicios de Odoo, pero le podemos dar alternativas." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:552 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:554 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:556 msgid "Credit Notes" msgstr "Notas de crédito" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:554 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:556 msgid "" "When a cancellation or correction is needed over a validated invoice, a " "credit note must be generated. It is important to consider that a CAF file " @@ -4872,39 +4780,33 @@ msgstr "" "se necesita un archivo CAF para la nota de crédito, la cual se identifica " "como documento 64 en el SII." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:563 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:566 msgid "" -"Refer to the CAF section where we described the process to load the CAF on " -"each document type." +"Refer to the :ref:`CAF section ` where we described" +" the process to load the CAF on each document type." msgstr "" -"Vaya a la sección sobre el CAF donde describimos el proceso para cargar el " -"CAF en cada tipo de documento." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:567 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:619 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:570 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:622 msgid "Use Cases" msgstr "Casos de uso" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:570 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:573 msgid "Cancel Referenced document" msgstr "Cancelar documento de referencia" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:572 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:575 msgid "" -"In case you need to cancel or invalid an Invoice, use the button Add Credit" -" note and select Full Refund, in this case the SII reference Code is " +"In case you need to cancel or invalid an Invoice, use the button Add Credit " +"note and select Full Refund, in this case the SII reference Code is " "automatically set to: Anula Documento de referencia." msgstr "" -"En caso de que necesite cancelar o invalidar una factura, utilice el botón " -"agregar nota de crédito y seleccione reembolso total, en este caso el Código" -" de referencia SII se configura automáticamente como: Anula documento de " -"referencia." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:580 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:583 msgid "Corrects Referenced Document Text" msgstr "Corregir el texto del documento de referencia" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:582 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:585 msgid "" "If a correction in the invoice information is required, for example the " "Street Name, use the button Add Credit note,select Partial Refund and select" @@ -4917,7 +4819,7 @@ msgstr "" " caso, el Código de referencia del SII se establece automáticamente en: " "Corrige el monto del documento de referencia." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:590 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:593 msgid "" "Odoo creates a Credit Note with the corrected text in an invoice and price " "0." @@ -4925,19 +4827,17 @@ msgstr "" "Odoo crea una nota de crédito con el texto corregido en una factura y el " "precio 0." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:597 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:600 msgid "" -"It’s important to define the default credit account in the Sales journal as " +"It's important to define the default credit account in the Sales journal as " "it is taken for this use case in specific." msgstr "" -"Es importante definir la cuenta de crédito por defecto en el diario de " -"ventas ya que lo usaremos en este caso de uso en específico." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:601 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:604 msgid "Corrects Referenced Document Amount" msgstr "Corregir el el monto del documento de referencia" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:603 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:606 msgid "" "When a correction on the amounts is required, use the button Add Credit note" " and select Partial Refund. In this case the SII reference Code is " @@ -4948,28 +4848,24 @@ msgstr "" "referencia del SII se establece automáticamente en: Corrige el monto del " "documento de referencia." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:612 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:615 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:584 msgid "Debit Notes" msgstr "Notas débito" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:614 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:617 msgid "" "As part of the Chilean localization, besides creating credit notes from an " "existing document you can also create debit Notes. For this just use the " -"button “Add Debit Note”. The two main use cases for debit notes are " -"detailed below." +"button “Add Debit Note”. The two main use cases for debit notes are detailed" +" below." msgstr "" -"Como parte de la localización chilena, además de crear notas de crédito a " -"partir de un documento existente, también puede crear notas de débito. Para " -"ello, utilice el botón “Agregar nota de débito”. Los dos casos de uso " -"principales para notas de débito se detallan a continuación." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:622 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:625 msgid "Add debt on Invoices" msgstr "Agregar deuda en facturas" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:624 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:627 msgid "" "The most common use case for debit notes is to increase the value of an " "existing invoice, you need to select option 3 in the field Reference code " @@ -4979,7 +4875,7 @@ msgstr "" "una factura existente, debe seleccionar la opción 3 en el campo Código de " "referencia SII:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:632 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:635 msgid "" "In this case Odoo automatically includes the source invoice in the cross " "reference section:" @@ -4987,11 +4883,11 @@ msgstr "" "En este caso, Odoo incluye automáticamente la factura de origen en la " "sección de referencia cruzada:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:639 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:642 msgid "Cancel Credit Notes" msgstr "Cancelar notas de crédito" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:641 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:644 msgid "" "In Chile the debits notes are used to cancel a validated Credit Note, in " "this case just select the button Add debit note and select the first option " @@ -5002,7 +4898,7 @@ msgstr "" "débito y seleccione la primera opción en el asistente: *1: Anula Documentos " "de referencia.*" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:653 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:655 msgid "" "As part of the Chilean localization, you can configure your Incoming email " "server as the same you have register in the SII in order to:" @@ -5010,7 +4906,7 @@ msgstr "" "Como parte de la localización chilena, puede configurar su Servidor de " "correo entrante como el mismo que tiene registrado en el SII para:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:656 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:658 msgid "" "Automatically receive the vendor bills DTE and create the vendor bill based " "on this information." @@ -5018,46 +4914,37 @@ msgstr "" "Reciba automáticamente las facturas del proveedor DTE y cree la factura del " "proveedor basándose en esta información." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:657 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:659 msgid "Automatically Send the reception acknowledgement to your vendor." msgstr "Envíe automáticamente el acuse de recibo a su proveedor." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:658 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:660 msgid "Accept or Claim the document and send this status to your vendor." msgstr "Acepte o Reclame el documento y envíe este estado a su proveedor." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:662 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:663 msgid "Reception" msgstr "Recepción" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:664 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:665 msgid "" "As soon as the vendor email with the attached DTE is received: 1. The vendor" " Bill mapping all the information included in the xml. 2. An email is sent " "to the vendor with the Reception acknowledgement. 3. The DTE status is set " -"as: Acuse de Recibido Enviado" +"as: Acuse de Recibido Enviado" msgstr "" -"Tan pronto como se reciba el correo electrónico del proveedor con el DTE " -"adjunto: 1. La factura del proveedor en la que se mapea toda la información " -"incluida en el documento xml. 2. Se envía un correo electrónico al proveedor" -" con el acuse de recibo. 3. El estado de aceptación del DTE se establece " -"como: Acuse de recibido enviado." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:674 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:675 msgid "Acceptation" msgstr "Aceptación" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:676 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:677 msgid "" -"If all the commercial information is correct on your vendor bill, you can " -"accept the document using the button: Aceptar Documento, once this is done " -"the DTE Acceptation Status changes to: Accepted and an email of acceptance " -"is sent to the vendor." +"If all the commercial information is correct on your vendor bill then you " +"can accept the document using the :guilabel:`Aceptar Documento` button. Once" +" this is done the DTE Acceptation Status changes to :guilabel:`Accepted`` " +"and an email of acceptance is sent to the vendor." msgstr "" -"Si toda la información comercial es correcta en su factura de proveedor, " -"puede aceptar el documento mediante el botón \"Aceptar Documento\", una vez " -"hecho esto el Estado de Aceptación DTE cambia a \"Aceptado\" y se envía un " -"correo electrónico de aceptación al proveedor." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:686 msgid "Claim" @@ -5066,32 +4953,253 @@ msgstr "Reclamación" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:688 msgid "" "In case there is a commercial issue or the information is not correct on " -"your vendor bill, you can Claim the document before validating it, using " -"the button: Claim, once this is done the DTE Acceptation Status change to: " -"Claim and an email of acceptance is sent to the vendor." +"your vendor bill, you can Claim the document before validating it, using the" +" button: Claim, once this is done the DTE Acceptation Status change to: " +"Claim and an email of acceptance is sent to the vendor." msgstr "" -"En caso de que exista un problema comercial o la información no sea correcta" -" en su factura de proveedor, puede Reclamar el documento antes de validarlo," -" usando el botón \"Reclamar\", una vez hecho esto el Estado de Aceptación " -"DTE cambia a \"Reclamo\" y un correo electrónico de aceptación se envía al " -"proveedor." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:696 msgid "" "If you claim a vendor bill, the status changes from draft to cancel " "automatically. Considering this as best practice, all the Claim documents " -"should be canceled as they won’t be valid for your accounting records." +"should be canceled as they won't be valid for your accounting records." msgstr "" -"Si reclama una factura de proveedor, el estado cambia de \"borrador\" a " -"\"cancelar\" automáticamente. Considerando esto como una mejor práctica, " -"todos los documentos de Reclamación deben cancelarse ya que no serán válidos" -" para sus registros contables." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:705 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:701 +msgid "Delivery Guide" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:703 +msgid "" +"To install the Delivery Guide module, go to :menuselection:`Apps` and search" +" for :guilabel:`Chile (l10n_cl)`. Then click :guilabel:`Install` on the " +"module :guilabel:`Chile - E-Invoicing Delivery Guide`." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:708 +msgid "" +"*Chile - E-Invoicing Delivery Guide* has a dependency with *Chile - " +"Facturación Electrónica*. Odoo will install the dependency automatically " +"when the Delivery Guide module is installed." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:711 +msgid "" +"The Delivery Guide module includes sending the DTE to SII and the stamp in " +"PDF reports for deliveries." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:718 +msgid "" +"Once all configurations have been made for electronic invoices (e.g., " +"uploading a valid company certificate, setting up master data, etc.), " +"Delivery Guides need their own CAFs. Please refer to the :ref:`CAF " +"documentation ` to check the details on how to " +"acquire the CAFs for electronic Delivery Guides." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:723 +msgid "" +"Verify the following important information in the *Price for the Delivery " +"Guide* configuration:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:725 +msgid "" +":guilabel:`From Sales Order`: Delivery Guide takes the product price from " +"the Sales Order and shows it on the document." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:727 +msgid "" +":guilabel:`From Product Template`: Odoo takes the price configured in the " +"product template and shows it on the document." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:729 +msgid ":guilabel:`No show price`: no price is shown in the Delivery Guide." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:731 +msgid "" +"Electronic delivery guides are used to move stock from one place to another " +"and they can represent sales, sampling, consignment, internal transfers, and" +" basically any product move." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:735 +msgid "Delivery Guide from a Sales Process" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:737 +msgid "" +"When a Sales Order is created and confirmed, a Delivery Order is generated. " +"After validating the Delivery Order, the option to create a Delivery Guide " +"is activated." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:744 +msgid "" +"When clicking on :guilabel:`Create Delivery Guide` for the first time, a " +"warning message pops up, showing the following:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:751 +msgid "" +"This warning message means the user needs to indicate the next sequence " +"number Odoo has to take to generate the Delivery Guide, and only only " +"happens the *first time* a Delivery Guide is created in Odoo. After the " +"first document has been correctly generated, Odoo takes the CAFs next " +"available number to generate the following Delivery Guide and so on." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:756 +msgid "After the Delivery Guide is created:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:758 +msgid "" +"The DTE file (Electronic Tax Document) is automatically created and added to" +" the chatter." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:765 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:829 +msgid "" +"The DTE Status is automatically updated by Odoo with a scheduled action that" +" runs every day at night. To get a response from the SII immediately, press " +"the :guilabel:`Send now to SII` button." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:768 +msgid "" +"Once the Delivery Guide is sent, it may then be printed by clicking on the " +":guilabel:`Print Delivery Guide` button." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:776 +msgid "Electronic Receipt" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:778 +msgid "" +"To install the Electronic Receipt module, go to :menuselection:`Apps` and " +"search for :guilabel:`Chile (l10n_cl)`. Then click :guilabel:`Install` on " +"the module :guilabel:`Chile - Electronic Receipt`." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:783 +msgid "" +"*Chile - Electronic Receipt* has a dependency with *Chile - Facturación " +"Electrónica*. Odoo will install the dependency automatically when the " +"E-invoicing Delivery Guide module is installed." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:786 +msgid "" +"This module contains the electronic receipt and daily sales report, which " +"are automatically sent to SII." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:793 +msgid "" +"Once all configurations have been made for Electronic Invoices (e.g., " +"uploading a valid company certificate, setting up master data, etc.), " +"Electronic Receipts need their own CAFs. Please refer to the :ref:`CAF " +"documentation ` to check the details on how to " +"acquire the CAFs for Electronic Receipts." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:798 +msgid "" +"Electronic Receipts are useful when clients do not need an Electronic " +"Invoice. By default, there is a partner in the database called *Anonymous " +"Final Consumer* with a generic RUT 66666666-6 and taxpayer type of *Final " +"Consumer*. This partner can be used for Electronic Receipts or a new record " +"may be created for the same purpose." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:803 +msgid "" +"Although Electronic Receipts should be used for final consumers with a " +"generic RUT, it can also be used for specific partners. After the partners " +"and journals are created and configured, the Electronic Receipts are created" +" in the standard way as Electronic Invoice, but the type of document " +":guilabel:`(39) Electronic Receipt` should be selected, like so:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:815 +msgid "" +"When all of the Electronic Receipt information is filled, either manually or" +" automatically from a Sales Order, proceed to validate the receipt. By " +"default, Electronic Invoice is selected as the Document Type, however in " +"order to validate the receipt correctly, make sure to edit the Document Type" +" and change to Electronic Receipt." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:820 +msgid "After the receipt is posted:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:822 +msgid "" +"The DTE file (Electronic Tax Document) is created automatically and added to" +" the chatter." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:832 +msgid "" +"Please refer to the :ref:`DTE Workflow ` for Electronic Invoices as the workflow for Electronic Receipt " +"follows the same process." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:836 +msgid "Daily Sales Report" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:838 +msgid "" +"Once Electronic Receipts have been created, the system creates a daily sales" +" report containing all Electronic Receipts per day. This report is " +"electronically stamped and sent to the SII overnight in XML format. These " +"daily reports can be found in :menuselection:`Reports --> Daily Sales " +"Reports`." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:846 +msgid "A list of daily reports is displayed with all daily DTE sent to SII." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:852 +msgid "" +"If no Electronic Receipt was made on a particular day, the report is sent " +"but it will not have any receipts in it. The report will also have an answer" +" from the SII if it was accepted or rejected (depending on the company's " +"certificate and validated receipts)." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:861 +msgid "" +"For Chilean localization, note that the feature tax included in the price is" +" *not* supported for the Electronic Receipt." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:864 +msgid "" +"If a Daily Sales Report has already been created for a specific day in " +"another system, the daily report in Odoo will be rejected due to the " +"sequence number used. If that is the case, the user has to manually click on" +" :guilabel:`Retry` in order for a new sequence number to be generated (this " +"action is automatically done by Odoo). Afterwards, users can manually verify" +" report status with SII or wait for Odoo to update status later at night." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:874 msgid "Balance Tributario de 8 Columnas" msgstr "Balance Tributario de 8 Columnas" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:707 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:876 msgid "" "This report presents the accounts in detail (with their respective " "balances), classifying them according to their origin and determining the " @@ -5104,8 +5212,8 @@ msgstr "" "manera que se tenga un conocimiento real y completo del estado de una " "compañía." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:711 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:727 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:880 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:896 msgid "" "You can find this report in :menuselection:`Accounting --> Accounting --> " "Reports`" @@ -5113,11 +5221,11 @@ msgstr "" "Puedes encontrar este informe en :menuselection:`Contabilidad --> " "Contabilidad --> Reportes`" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:718 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:887 msgid "Propuesta F29" msgstr "Propuesta F29" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:720 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:889 msgid "" "The form F29 is a new system that the SII enabled to taxpayers, and that " "replaces the Purchase and Sales Books. This report is integrated by Purchase" @@ -5130,13 +5238,11 @@ msgstr "" " Su finalidad es apoyar las transacciones relacionadas con el IVA, mejorando" " su control y declaración." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:724 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:893 msgid "" -"This record is supplied by the electronic tax documents (DTE’s) that have " +"This record is supplied by the electronic tax documents (DTE's) that have " "been received by the SII." msgstr "" -"Este registro lo proporcionan los Documentos Tributarios Electrónicos (DTE) " -"que han sido recibidos por el SII." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:3 msgid "Colombia" @@ -6700,10 +6806,12 @@ msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:16 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/france.rst:182 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:93 msgid "Name" msgstr "Nombre" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:17 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:94 msgid "Technical name" msgstr "Nombre técnico" @@ -6820,7 +6928,6 @@ msgid "These codes are confidential and should be stored safely." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:76 -#: ../../content/applications/finance/payment_acquirers/ogone.rst:9 msgid "Configuration on Odoo" msgstr "" @@ -7490,7 +7597,7 @@ msgstr "12" #: ../../content/applications/finance/accounting/getting_started/memento.rst:218 #: ../../content/applications/finance/accounting/getting_started/memento.rst:228 #: ../../content/applications/finance/accounting/getting_started/memento.rst:244 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:107 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:111 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:68 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:81 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:131 @@ -7522,7 +7629,7 @@ msgstr "13" #: ../../content/applications/finance/accounting/getting_started/memento.rst:218 #: ../../content/applications/finance/accounting/getting_started/memento.rst:228 #: ../../content/applications/finance/accounting/getting_started/memento.rst:244 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:107 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:111 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:68 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:81 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:131 @@ -13404,7 +13511,7 @@ msgid "EUR" msgstr "EUR" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:140 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:113 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:117 msgid "1000" msgstr "1000" @@ -15420,6 +15527,7 @@ msgstr ":doc:`../../receivables/customer_invoices/deferred_revenues`" #: ../../content/applications/finance/accounting/getting_started/initial_configuration/chart_of_accounts.rst:176 #: ../../content/applications/finance/accounting/getting_started/initial_configuration/setup.rst:193 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:52 #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:125 #: ../../content/applications/finance/accounting/taxation/taxes/default_taxes.rst:40 msgid "" @@ -16191,7 +16299,7 @@ msgstr "Balance = Débito - Crédito" #: ../../content/applications/finance/accounting/getting_started/memento.rst:86 #: ../../content/applications/finance/accounting/receivables/customer_invoices/credit_notes.rst:83 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:90 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:94 msgid "Journal Entries" msgstr "Asientos contables" @@ -16495,7 +16603,7 @@ msgstr "" #: ../../content/applications/finance/accounting/getting_started/memento.rst:218 #: ../../content/applications/finance/accounting/getting_started/memento.rst:228 #: ../../content/applications/finance/accounting/getting_started/memento.rst:244 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:107 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:111 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:68 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:81 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:131 @@ -16504,8 +16612,8 @@ msgstr "Cuenta" #: ../../content/applications/finance/accounting/getting_started/memento.rst:220 #: ../../content/applications/finance/accounting/getting_started/memento.rst:246 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:109 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:111 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:113 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:115 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:70 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:133 msgid "Account Receivable" @@ -22786,6 +22894,233 @@ msgstr "" "`Odoo Academy: Deferred Revenues (Recognition) " "`_" +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:3 +msgid "Electronic invoicing (:abbr:`EDI (electronic data interchange)`)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:5 +msgid "" +"EDI, or electronic data interchange, is the inter-company communication of " +"business documents, such as purchase orders and invoices, in a standard " +"format. Sending documents according to an EDI standard ensures that the " +"machine receiving the message can interpret the information correctly. " +"Various EDI file formats exist and are available depending on your company's" +" country." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:10 +msgid "" +"EDI feature enables automating the administration between companies and " +"might also be required by some governments for fiscal control or to " +"facilitate the administration." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:13 +msgid "" +"Electronic invoicing of your documents such as customer invoices, credit " +"notes or vendor bills is one of the application of EDI." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:16 +msgid "Odoo supports, among others, the following formats." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:21 +msgid "Format Name" +msgstr "Nombre de Formato" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:22 +msgid "Applicability" +msgstr "Aplicación" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:23 +msgid "Factur-X (CII)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:24 +msgid "Default format on Odoo (enabled by default)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:25 +msgid "Peppol BIS Billing 3.0 (UBL)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:26 +msgid "" +"For companies whose countries are part of the `EAS list " +"`_" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:28 +msgid "E-FFF" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:29 +msgid "For Belgian companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:30 +msgid "XRechnung (UBL)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:31 +msgid "For German companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:32 +msgid "Fattura PA (IT)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:33 +msgid "For Italian companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:34 +msgid "CFDI (4.0)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:35 +msgid "For Mexican companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:36 +msgid "Peru UBL 2.1" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:37 +msgid "For Peruvian companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:38 +msgid "SII IVA Llevanza de libros registro (ES)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:39 +msgid "For Spanish companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:40 +msgid "UBL 2.1 (Columbia)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:41 +msgid "For Colombian companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:42 +msgid "Egyptian Tax Authority" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:43 +msgid "For Egyptian companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:44 +msgid "E-Invoice (IN)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:45 +msgid "For Indian companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:46 +msgid "NLCIUS (Netherlands)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:47 +msgid "For Dutch companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:48 +msgid "EHF 3.0" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:49 +msgid "For Norwegian companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:57 +msgid "" +"Go to :menuselection:`Accounting --> Configuration --> Journals --> Customer" +" Invoices --> Advanced Settings --> Electronic Invoicing` and enable the " +"formats you need for this journal." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:64 +msgid "" +"Once an electronic invoicing format is enabled, XML documents are generated " +"when clicking on :guilabel:`Confirm` in documents such as invoices, credit " +"notes, etc. These documents are either visible in the attachment section, or" +" embedded in the PDF." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:69 +msgid "" +"For E-FFF, the xml file only appears after having generated the PDF " +"(:guilabel:`Print` or :guilabel:`Send & Print` button), since the PDF needs " +"to be embedded inside the xml." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:71 +msgid "" +"By default, the :guilabel:`Factur-X` option is enabled. It means that an XML" +" file is automatically included in the PDF document that is sent." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:73 +msgid "" +"The formats available depend on the country registered in your company's " +":guilabel:`General Information`." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:75 +msgid "" +"Odoo supports the **Peppol BIS Billing 3.0** format that can be used via " +"existing access points." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:79 +msgid "Add new formats to a database created before July 2022" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:81 +msgid "" +"If your database was created before July 2022 and you wish to use one of the" +" formats available from July 2022, you have to :ref:`install " +"` the module :guilabel:`Import/Export electronic invoices " +"with UBL/CII` (module’s technical name: `account_edi_ubl_cii`) and your " +"country-specific module." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:87 +msgid "" +"If you want to use the Belgian format E-FFF in a database created prior to " +"July 2022, you need to :ref:`install `:" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:95 +msgid "Belgium - E-Invoicing (UBL 2.0, e-fff)" +msgstr "Bélgica - facturación electrónica (UBL 2.0, e-fff)" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:96 +msgid "`l10n_be_edi`" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:97 +msgid "Import/Export electronic invoices with UBL/CII" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:98 +msgid "`account_edi_ubl_cii`" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:101 +msgid "" +"Once the new module is installed, UBL 2.0 and UBL 2.1 formats no longer " +"appear in the journal since UBL BIS Billing 3.0 is available and more widely" +" supported." +msgstr "" + #: ../../content/applications/finance/accounting/receivables/customer_invoices/epc_qr_code.rst:3 msgid "Add EPC QR Codes to invoices" msgstr "Añadir códigos EPC QR a las facturas" @@ -23365,7 +23700,17 @@ msgstr "" "Este documento es sobre la función de los *Términos de Pago*, no sobre los " "*Términos y Condiciones*." -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:44 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:42 +msgid ":doc:`cash_discounts`" +msgstr ":doc:`cash_discounts`" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:43 +msgid "" +"`Odoo Tutorials: Payment Terms `_" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:48 msgid "" "Go to :menuselection:`Accounting --> Configuration --> Payment Terms` and " "click on *Create*." @@ -23373,7 +23718,7 @@ msgstr "" "Vaya a :menuselection:`Contabilidad --> Configuración --> Términos de pago` " "y haga clic en *Crear*." -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:46 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:50 msgid "" "The **Description on the Invoice** is the text displayed on the document " "(sale order, invoice, etc.)." @@ -23381,7 +23726,7 @@ msgstr "" "La **Descripción en la factura** es el texto que aparece en el documento " "(orden de venta, factura, etc.)." -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:49 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:53 msgid "" "In the **Terms** section, you can add a set of rules, called *terms*, to " "define what needs to be paid and by which due date." @@ -23390,7 +23735,7 @@ msgstr "" "*términos*, con el fin de definir qué se debe pagar y cuál es la fecha de " "vencimiento." -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:52 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:56 msgid "" "To add a term, click on *Add a line*, and define its *Type*, *Value*, and " "*Due Date Computation*." @@ -23398,15 +23743,15 @@ msgstr "" "Para añadir un término, haga clic en *Añadir línea*, y defina su *Tipo*, " "*Valor* y *Cálculo de la fecha de vencimiento*." -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:55 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:59 msgid "Terms are computed in the order they are set up." msgstr "Los plazos de calculan en el orden en que se han configurado." -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:56 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:60 msgid "The **balance** should always be used for the last line." msgstr "Siempre se debe usar **saldo** para la última línea." -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:58 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:62 msgid "" "In the following example, 30% is due on the day of issuance, and the balance" " is due at the end of the following month." @@ -23414,11 +23759,11 @@ msgstr "" "En el siguiente ejemplo, se debe pagar el 30% el día de la emisión y el " "resto al final del mes siguiente." -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:67 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:71 msgid "Using Payment Terms" msgstr "Usar Términos de Pago" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:69 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:73 msgid "" "Payment Terms can be defined in the **Due Date** field, with the **Terms** " "drop-down list, on:" @@ -23460,7 +23805,7 @@ msgstr "" "muy útil cuando debe gestionar términos de proveedor con varios plazos. De " "lo contrario, basta con establecer la *Fecha de vencimiento*." -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:80 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:84 msgid "" "You can also define a **Due Date** manually. If Payment Terms are already " "defined, empty the field so you can select a date." @@ -23469,7 +23814,7 @@ msgstr "" "están definidos los términos de pago, vacíe el campo para poder seleccionar " "una fecha." -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:83 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:87 msgid "Payment Terms can be defined with the **Payment Terms** field on:" msgstr "" "Los términos de pago se pueden definir en el campo **Términos de pago**:" @@ -23488,7 +23833,7 @@ msgstr "" "órdenes de venta y facturas. Se puede modificar en *vista de formularios* " "del contacto, en la pestaña *ventas y compras*." -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:92 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:96 msgid "" "Invoices with specific Payment Terms generate different *Journal Entries*, " "with one *Journal Item* for every computed *Due Date*." @@ -23497,7 +23842,7 @@ msgstr "" "de diario*, con un *apunte de diario* para cada *fecha de vencimiento* " "calculada." -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:95 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:99 msgid "" "This makes for easier *Follow-ups* and *Reconciliation* since Odoo takes " "each due date into account, rather than just the balance due date. It also " @@ -23508,7 +23853,7 @@ msgstr "" "del balance. También ayuda a obtener un reporte exacto de *cuentas antiguas " "por cobrar*." -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:103 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:107 msgid "" "In this example, an invoice of $1000 has been issued with the following " "payment terms: *30% is due on the day of issuance, and the balance is due at" @@ -23518,31 +23863,31 @@ msgstr "" "términos de pago: *El 30% debe pagarse el día de la emisión y el resto al " "final del siguiente mes.*" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:107 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:111 msgid "Due date" msgstr "Fecha vencimiento" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:109 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:113 msgid "February 21" msgstr "21 Febrero" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:109 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:113 msgid "300" msgstr "300" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:111 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:115 msgid "March 31" msgstr "31 Marzo" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:111 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:115 msgid "700" msgstr "700" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:113 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:117 msgid "Product Sales" msgstr "Venta de productos" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:116 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:120 msgid "" "The $1000 debited on the Account Receivable is split into two distinct " "*Journal Items*. Both of them have their own **Due Date**." @@ -23550,18 +23895,6 @@ msgstr "" "Los 1000$ cargados en Cuentas a Cobrar se dividen en 2 *apuntes contables* " "diferentes. Ambos tienen su propia **fecha de vencimiento**. " -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:120 -msgid ":doc:`cash_discounts`" -msgstr ":doc:`cash_discounts`" - -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:121 -msgid "" -"`Odoo Tutorials: Terms and Conditions (T&C) and Payment Terms " -"`_" -msgstr "" -"`Tutoriales de Odoo: Términos y condiciones (T&C) y términos de pago " -"`_" - #: ../../content/applications/finance/accounting/receivables/customer_invoices/snailmail.rst:5 msgid "Send your invoices by post (Snailmail)" msgstr "" @@ -26001,18 +26334,14 @@ msgstr "" #: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:77 msgid "" -"always store the default price TAX EXCLUDED on the product form, and apply a" -" tax (price included on the product form)" +"always store the default price **tax excluded** on the product form, and " +"apply a tax (price excluded on the product form)" msgstr "" -"siempre guardar el precio por defecto IMPUESTOS EXCLUIDO en el formulario " -"del producto y aplicar un impuesto (precio incluido) en el formulario del " -"producto." #: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:80 -msgid "create a pricelist with prices in TAX INCLUDED, for specific customers" +msgid "" +"create a pricelist with prices in **tax included**, for specific customers" msgstr "" -"crear una lista de precios con precios impuestos incluidos para clientes " -"especificos" #: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:83 msgid "" @@ -26046,11 +26375,44 @@ msgstr "" "pero queremos venderlo a 10€, impuestos incluídos, en nuestras tiendas o " "sitio web eCommerce" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:97 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:99 +msgid "eCommerce" +msgstr "Comercio electrónico" + +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:101 +msgid "" +"If you only use B2C or B2B prices on your website, simply select the " +"appropriate setting in the **Website** app settings." +msgstr "" + +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:104 +msgid "" +"If you have both B2B and B2C prices on a single website, please follow these" +" instructions:" +msgstr "" + +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:106 +msgid "" +"Activate the :ref:`developer mode ` and go to " +":menuselection:`General Settings --> Users & Companies --> Groups`." +msgstr "" + +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:108 +msgid "" +"Open either `Technical / Tax display B2B` or `Technical / Tax display B2C`." +msgstr "" + +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:109 +msgid "" +"Under the :guilabel:`Users` tab, add the users requiring access to the price" +" type. Add B2C users in the B2C group and B2B users in the B2B group." +msgstr "" + +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:113 msgid "Setting your products" msgstr "Configurar sus productos" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:99 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:115 msgid "" "Your company must be configured with tax excluded by default. This is " "usually the default configuration, but you can check your **Default Sale " @@ -26062,7 +26424,7 @@ msgstr "" "**Impuesto de venta por defecto** en el menú :menuselection:`Configuración " "--> Ajustes` de la aplicación de contabilidad." -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:107 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:123 msgid "" "Once done, you can create a **B2C** pricelist. You can activate the " "pricelist feature per customer from the menu: :menuselection:`Configuration " @@ -26074,7 +26436,7 @@ msgstr "" ":menuselection:`Configuración --> Ajustes` del módulo Ventas. Elija la " "opción **precios diferentes por segmento de cliente**" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:112 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:128 msgid "" "Once done, create a B2C pricelist from the menu " ":menuselection:`Configuration --> Pricelists`. It's also good to rename the " @@ -26084,7 +26446,7 @@ msgstr "" ":menuselection:`Configuration --> Pricelists`. También es bueno renombrar la" " lista de precios por defecto en B2B para evitar confusión. " -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:116 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:132 msgid "" "Then, create a product at 8.26€, with a tax of 21% (defined as tax not " "included in price) and set a price on this product for B2C customers at 10€," @@ -26095,11 +26457,11 @@ msgstr "" "clientes B2C en 10€, desde el: :menuselection:`Ventas --> Productos` menú de" " la aplicación Ventas. " -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:125 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:141 msgid "Setting the B2C fiscal position" msgstr "Configurando la posición fiscal B2C" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:127 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:143 msgid "" "From the accounting application, create a B2C fiscal position from this " "menu: :menuselection:`Configuration --> Fiscal Positions`. This fiscal " @@ -26111,11 +26473,11 @@ msgstr "" "fiscal debe corresponder al IVA 21% (impuesto excluido de precio) con un IVA" " 21% (impuesto incluido en precio)" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:136 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:152 msgid "Test by creating a quotation" msgstr "Ensaye creando una cotización" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:138 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:154 msgid "" "Create a quotation from the Sale application, using the " ":menuselection:`Sales --> Quotations` menu. You should have the following " @@ -26125,7 +26487,7 @@ msgstr "" ":menuselection:`Ventas --> Cotizaciones`. Debe tener el siguiente resultado:" " 8.26€ + 1.73€ = 9.99€." -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:145 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:161 msgid "" "Then, create a quotation but **change the pricelist to B2C and the fiscal " "position to B2C** on the quotation, before adding your product. You should " @@ -26137,15 +26499,15 @@ msgstr "" " tener el resultado esperado, el cual es un precio total de 10€ para el " "cliente: 8.26€ + 1.74€ = 10.00€." -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:153 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:169 msgid "This is the expected behavior for a customer of your shop." msgstr "Este es el comportamiento esperado para un cliente de su tienda. " -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:156 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:172 msgid "Avoid changing every sale order" msgstr "Evite cambiar cada orden de ventas" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:158 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:174 msgid "" "If you negotiate a contract with a customer, whether you negotiate tax " "included or tax excluded, you can set the pricelist and the fiscal position " @@ -26157,7 +26519,7 @@ msgstr "" "formulario del cliente para que se le apliquen automáticamente en cada " "venta." -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:163 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:179 msgid "" "The pricelist is in the **Sales & Purchases** tab of the customer form, and " "the fiscal position is in the accounting tab." @@ -26165,7 +26527,7 @@ msgstr "" "La lista de precios esta en la pestaña **Ventas y Compras** del formato del " "cliente, y la posición fiscal esta en la pestaña de contabilidad." -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:166 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:182 msgid "" "Note that this is error prone: if you set a fiscal position with tax " "included in prices but use a pricelist that is not included, you might have " @@ -28959,7 +29321,6 @@ msgstr "" #: ../../content/applications/finance/payment_acquirers/authorize.rst:15 #: ../../content/applications/finance/payment_acquirers/buckaroo.rst:15 #: ../../content/applications/finance/payment_acquirers/mollie.rst:14 -#: ../../content/applications/finance/payment_acquirers/ogone.rst:15 #: ../../content/applications/finance/payment_acquirers/paypal.rst:17 #: ../../content/applications/finance/payment_acquirers/sips.rst:15 msgid "Credentials tab" @@ -29146,7 +29507,7 @@ msgstr "" #: ../../content/applications/finance/payment_acquirers/authorize.rst:12 #: ../../content/applications/finance/payment_acquirers/buckaroo.rst:12 #: ../../content/applications/finance/payment_acquirers/mollie.rst:11 -#: ../../content/applications/finance/payment_acquirers/ogone.rst:12 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:9 #: ../../content/applications/finance/payment_acquirers/paypal.rst:14 #: ../../content/applications/finance/payment_acquirers/sips.rst:12 #: ../../content/applications/finance/payment_acquirers/stripe.rst:12 @@ -29311,10 +29672,9 @@ msgstr "" #: ../../content/applications/finance/payment_acquirers/authorize.rst:53 #: ../../content/applications/finance/payment_acquirers/buckaroo.rst:47 #: ../../content/applications/finance/payment_acquirers/mollie.rst:31 -#: ../../content/applications/finance/payment_acquirers/ogone.rst:88 #: ../../content/applications/finance/payment_acquirers/paypal.rst:144 #: ../../content/applications/finance/payment_acquirers/sips.rst:32 -#: ../../content/applications/finance/payment_acquirers/stripe.rst:130 +#: ../../content/applications/finance/payment_acquirers/stripe.rst:134 #: ../../content/applications/finance/payment_acquirers/wire_transfer.rst:39 msgid ":doc:`../payment_acquirers`" msgstr ":doc:`../payment_acquirers`" @@ -29629,169 +29989,204 @@ msgstr "" "pago Ingenico** es una empresa con sede en Francia que proporciona la " "tecnología involucrada en transacciones electrónicas seguras." -#: ../../content/applications/finance/payment_acquirers/ogone.rst:17 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:10 msgid "" -"Odoo needs your **API Credentials** to connect with your Ogone account, " -"which comprise:" +"`Ogone's documentation `_." msgstr "" -"Odoo necesita sus **credenciales API** para conectarse a su cuenta de Ogone," -" que comprenden:" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:19 -msgid "" -"**PSPID**: The ID solely used to identify the account with Ogone. You chose " -"it when you opened your account." +#: ../../content/applications/finance/payment_acquirers/ogone.rst:13 +msgid "Settings in Ogone" msgstr "" -"**PSPID**: el ID se usa solo para identificar la cuenta con Ogone. Lo eligió" -" cuando abrió su cuenta." -#: ../../content/applications/finance/payment_acquirers/ogone.rst:21 -msgid "" -":ref:`API User ID `: The ID solely used to identify the user" -" with Ogone." +#: ../../content/applications/finance/payment_acquirers/ogone.rst:16 +msgid "Create an API user" msgstr "" -":ref:`ID de usuario API `: el ID se usa solo para " -"identificar el usuario con Ogone." -#: ../../content/applications/finance/payment_acquirers/ogone.rst:22 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:18 msgid "" -":ref:`API User Password `: Value used to identify the user " -"with Ogone." +"Log into your Ogone account and head to the :guilabel:`Configuration` tab." msgstr "" -":ref:`Contraseña de usuario API `: el valor que se utiliza " -"para identificar el usuario con Ogone." -#: ../../content/applications/finance/payment_acquirers/ogone.rst:23 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:20 msgid "" -":ref:`SHA Key IN `: Key used in the signature Odoo send to" -" Ogone." +"You need to create an **API user** to be used in the creation of " +"transactions from Odoo. While you can use your main account to do so, using " +"an **API user** ensures that if the credentials used in Odoo are leaked, no " +"access to your Ogone configuration is possible. Additionally, passwords for " +"**API users** do not need to be updated regularly, unlike normal users." msgstr "" -":ref:`Clave SHA entrante `: la clave que se utiliza en la " -"firma que Odoo envía a Ogone." -#: ../../content/applications/finance/payment_acquirers/ogone.rst:24 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:25 msgid "" -":ref:`SHA Key OUT `: Key used in the signature Ogone send" -" to Odoo." +"To create an **API user**, go to :menuselection:`Configuration --> Users` " +"and click on :guilabel:`New User`. The following fields must be configured:" msgstr "" -":ref:`Clave SHA saliente `: la clave que se utiliza en la" -" firma que Ogone envía a Odoo." -#: ../../content/applications/finance/payment_acquirers/ogone.rst:26 -msgid "" -"You can copy your credentials from your Ogone account, and paste them in the" -" related fields under the **Credentials** tab." +#: ../../content/applications/finance/payment_acquirers/ogone.rst:30 +msgid ":guilabel:`UserID`: you can choose anything you want." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:31 +msgid "" +":guilabel:`User's Name, E-mail and Timezone`: you can enter the information " +"you want." msgstr "" -"Puede copiar las credenciales de su cuenta de Ogone y pegarlas en los campos" -" relacionados en la pestaña de **Credenciales**." #: ../../content/applications/finance/payment_acquirers/ogone.rst:32 -msgid "API User ID and Password" -msgstr "ID de usuario y contraseña API" - -#: ../../content/applications/finance/payment_acquirers/ogone.rst:34 -msgid "" -"If you already created a user and have both its ID and password, just copy " -"them. You can also generate a new password from " -":menuselection:`Configuration --> Users --> Your chosen user --> change " -"password`." +msgid ":guilabel:`Profile`: should be set to :guilabel:`Admin`." msgstr "" -"Si ya creó un usuarioy tiene tanto su ID como su contraseña, solo cópielos. " -"También puede generar una nueva contraseña en :menuselection:`Configuración " -"--> Usuarios --> Su usuario elegido --> Cambiar contraseña`." -#: ../../content/applications/finance/payment_acquirers/ogone.rst:38 -msgid "" -"If you don't have a user, create one by going to " -":menuselection:`Configuration --> Users --> New User`. Set your **User ID** " -"to get your **password** when you save your new user." +#: ../../content/applications/finance/payment_acquirers/ogone.rst:33 +msgid ":guilabel:`Special user for API`: should be checked." msgstr "" -"Si no tiene un usuario, cree uno al ir a :menuselection:`Configuración --> " -"Usuarios --> Nuevo usuario`. Establezca su **ID de usuario** para obtener su" -" **contraseña** cuando guarde su nuevo usuario." -#: ../../content/applications/finance/payment_acquirers/ogone.rst:48 -msgid "SHA Key IN" -msgstr "Clave SHA entrante" - -#: ../../content/applications/finance/payment_acquirers/ogone.rst:50 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:35 msgid "" -"In order to retrieve the SHA Key IN, log into your ogone account, go to " -":menuselection:`Configuration --> Technical Information --> Data and origin " -"verification --> Checks for e-Commerce & Alias Gateway`, and retrieve **SHA " -"Key IN**." +"After the creation of the user, you are required to generate a password. " +"Save the password and **UserID**, as they will be required later on during " +"the setup." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:39 +msgid "" +"If you already have an user set up, make sure it is activated without any " +"error. If not, simply click the :guilabel:`Activate(Errors)` button to reset" +" the user." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:43 +msgid "Set up Ogone for Odoo" +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:45 +msgid "" +"Ogone must now be configured to accept payments from Odoo. Head to " +":menuselection:`Configuration --> Technical Information --> Global Security " +"Parameters`, select :guilabel:`SHA-1` as :guilabel:`Hash Algorithm` and " +":guilabel:`UTF-8` as :guilabel:`character encoding`. Then, go to the " +":guilabel:`Data and Origin verification` tab of the same page and leave the " +"URL field of the :guilabel:`e-Commerce and Alias Gateway` section blank." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:52 +msgid "" +"If you need to use another algorithm, such as `sha-256` or `sha-512`, within" +" Odoo, activate the :ref:`developer mode ` and go to " +":menuselection:`General Settings --> Technical --> System Parameters`. From " +"here, search for `payment_ogone.hash.function` and change the value line to " +"the desired algorithm (`sha-256` or `sha-512`)." msgstr "" -"Para obtener su clave SHA entrante, inicie sesión en su cuenta de Ogone, " -"vaya a :menuselection:`Configuración --> Información técnica --> " -"Verificación de datos y origen --> Controles para Comercio electrónico y " -"seudónimo de portal`, y obtenga la **clave SHA entrante**." #: ../../content/applications/finance/payment_acquirers/ogone.rst:57 -msgid "SHA Key OUT" -msgstr "Clave SHA saliente" - -#: ../../content/applications/finance/payment_acquirers/ogone.rst:59 msgid "" -"In order to retrieve the SHA Key OUT, log into your ogone account, go to " -":menuselection:`Configuration --> Technical Information --> Transaction " -"feedback --> All transaction submission modes`, and get or generate your " -"**API Key** and **Client Key**. Be careful to copy your API key as you'll " -"not be allowed to get it later without generating a new one." +"You are now required to generate **SHA-IN** passphrases. **SHA-IN** and " +"**SHA-OUT** passphrases are used to digitally sign the transaction requests " +"and responses between Odoo and Ogone. By using these secret passphrases and " +"the `sha-1` algorithm, both systems can ensure that the information they " +"receive from the other was not altered or tampered with." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:62 +msgid "" +"Enter the same **SHA-IN** passphrase in both :guilabel:`Checks for " +"e-Commerce & Alias Gateway` and :guilabel:`Checks for DirectLink and Batch " +"(Automatic)`. You can leave the IP address field blank." msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:65 msgid "" -"If you are trying Ogone as a test, with the Test Account, change the " -"**State** to *Test Mode*. We recommend doing this on a test Odoo database, " -"rather than on your main database." +"Your **SHA-IN** and **SHA-OUT** passphrases should be different, and between" +" 16 and 32 characters long. Make sure to use the same **SHA-IN** and **SHA-" +"OUT** passphrases throughout the entire Ogone configuration, as Odoo only " +"allows a single **SHA-IN** and single **SHA-OUT** passphrase." msgstr "" -"Si está probando Ogone, con una cuenta de prueba, cambie el **Estado** a " -"*Modo de prueba*. Le recomendamos hacer esto en una base de datos de prueba " -"en lugar de su base de datos principal." #: ../../content/applications/finance/payment_acquirers/ogone.rst:69 -msgid "Configuration on Ogone" -msgstr "" - -#: ../../content/applications/finance/payment_acquirers/ogone.rst:71 msgid "" -"Now that Odoo can communicate with Ogone, we need to make sure that Ogone " -"can send information to your database." +"In order to retrieve the **SHA-OUT** key, log into your Ogone account, go to" +" :menuselection:`Configuration --> Technical Information --> Transaction " +"feedback --> All transaction submission modes`, and get or generate your " +"**API Key** and **Client Key**. Be careful to copy your API key as you’ll " +"not be allowed to get it later without generating a new one." msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:74 msgid "" -"To do so, log into your Ogone account and go to " -":menuselection:`Configuration --> Technical Information --> Transaction " -"feedback --> Direct HTTP server-to-server request`." +"When done, head to :menuselection:`Configuration --> Technical Information " +"--> Transaction Feedback` and check the following options:" msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:77 -msgid "Then, fill the form with the following data:" +msgid "" +"The :guilabel:`URL` fields for :guilabel:`HTTP redirection in the browser` " +"can be left empty, as Odoo will specify these URLs for every transaction " +"request." msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:79 msgid "" -"In the **Timing of the request**, select *Online but switch to a deferred " -"request when the online requests fail*." +":guilabel:`I would like to receive transaction feedback parameters on the " +"redirection URLs`: should be checked." msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:0 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:81 msgid "" -"Enter your Odoo databases URL in both **URLs** followed by " -"``/payment/ogone/return``." -msgstr "" - -#: ../../content/applications/finance/payment_acquirers/ogone.rst:0 -msgid "For example: ``https://yourcompany.odoo.com/payment/ogone/return``" +":guilabel:`Direct HTTP server-to-server request`: should to be set to " +"`Online but switch to a deferred request when the online request fails`." msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:83 -msgid "Select *POST* for the **Request Method**." +msgid "" +"Both **URL** fields should contain the same following URL, with `` " +"replaced by your database: `https:///payment/ogone/return`." msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:85 -msgid "Save, and you are ready to go!" +#: ../../content/applications/finance/payment_acquirers/ogone.rst:86 +msgid "" +":guilabel:`Dynamic eCommerce Parameters` should contain the following " +"values: `ALIAS`, `AMOUNT`, `CARDNO`, `CN`, `CURRENCY`, `IP`, `NCERROR` " +"`ORDERID`, `PAYID`, `PM`, `STATUS`, `TRXDATE`. Other parameters can be " +"included (if you have another integration with Ogone that requires them), " +"but are not advised." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:90 +msgid "" +"In the :guilabel:`All transaction submission modes` section, fill out **SHA-" +"OUT** passphrase and disable `HTTP request for status change`." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:93 +msgid "" +"To allow your customers to save their credit card credentials for future " +"use, head to :menuselection:`Configuration --> Alias --> My alias " +"information`. From this tab, you can configure how the user can have its " +"card details saved, for how long the information is saved, if a checkbox to " +"save the card information should be displayed, etc." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:99 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:11 +msgid "Settings in Odoo" +msgstr "Ajustes en Odoo" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:101 +msgid "" +"To set up Ogone in Odoo, head to :menuselection:`Accounting --> " +"Configuration --> Payment Acquirers` and open the Ogone acquirer. In the " +":guilabel:`Credentials` tab, enter the **PSPID** of your Ogone account, and " +"fill out the other fields as configured in your :ref:`Ogone portal " +"`." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:106 +msgid "" +"If you wish to run tests with Ogone, within the accounting app, go to " +":menuselection:`Configuration --> Payment Acquirers`. Click on " +":guilabel:`Ogone`, enable :guilabel:`Test Mode` and enter your credentials " +"in the :guilabel:`Credentials` tab. We recommend doing this on an Odoo test " +"database, rather than on your main database." msgstr "" #: ../../content/applications/finance/payment_acquirers/paypal.rst:3 @@ -29806,10 +30201,6 @@ msgid "" " where the customer is routed to the Paypal website to register the payment." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:11 -msgid "Settings in Odoo" -msgstr "Ajustes en Odoo" - #: ../../content/applications/finance/payment_acquirers/paypal.rst:19 msgid "" "Odoo needs your **API Credentials** to connect with your PayPal account, " @@ -30348,12 +30739,23 @@ msgstr "Przelewy24 (P24)" #: ../../content/applications/finance/payment_acquirers/stripe.rst:119 msgid "" -"To enable specific local payment methods with Stripe, list them as supported" -" payment icons. To do so, go to :menuselection:`Payment Acquirers --> Stripe" -" --> Configuration` and add the desired payment methods in the **Supported " -"Payment Icons** field. If the desired payment method is already listed, you " -"don't have anything to do. If a payment icon record doesn't exist in the " -"database, its related payment method is considered enabled with Stripe." +"To enable some of these local payment methods with Stripe, list them as " +"supported payment icons. To do so, go to :menuselection:`Payment Acquirers " +"--> Stripe --> Configuration` and add the desired payment methods in the " +"**Supported Payment Icons** field. If the desired payment method is already " +"listed, you don't have anything to do." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/stripe.rst:129 +msgid "" +"If a payment icon record does not exist in the database and its related " +"local payment method is listed above, it is considered enabled with Stripe." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/stripe.rst:131 +msgid "" +"If a local payment method is not listed above, it is not supported and " +"cannot be enabled." msgstr "" #: ../../content/applications/finance/payment_acquirers/wire_transfer.rst:3 diff --git a/locale/es/LC_MESSAGES/inventory_and_mrp.po b/locale/es/LC_MESSAGES/inventory_and_mrp.po index a14bbe387..b3a0ba4da 100644 --- a/locale/es/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/es/LC_MESSAGES/inventory_and_mrp.po @@ -29,7 +29,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-07-22 09:36+0000\n" +"POT-Creation-Date: 2022-09-01 15:11+0000\n" "PO-Revision-Date: 2021-11-02 08:48+0000\n" "Last-Translator: Patricia Gutiérrez Capetillo , 2022\n" "Language-Team: Spanish (https://www.transifex.com/odoo/teams/41243/es/)\n" @@ -40,8 +40,8 @@ msgstr "" "Plural-Forms: nplurals=3; plural=n == 1 ? 0 : n != 0 && n % 1000000 == 0 ? 1 : 2;\n" #: ../../content/applications/inventory_and_mrp.rst:5 -msgid "Inventory & Mrp" -msgstr "Inventario y MRP" +msgid "Inventory & MRP" +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory.rst:8 msgid "Inventory" @@ -6181,10 +6181,8 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/putaway.rst:23 msgid "" "Let’s suppose there are one warehouse location *WH/Stock* and two sub-" -"locations *WH/Stock/Vegatable* and *WH/Stock/Fruits*." +"locations *WH/Stock/Vegetables* and *WH/Stock/Fruits*." msgstr "" -"Supongamos que hay una ubicación de almacén *WH/Stock* y dos ubicaciones " -"secundarias *WH/Stock/Verduras* y *WH/Stock/Frutas*." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/putaway.rst:25 msgid "" diff --git a/locale/es/LC_MESSAGES/productivity.po b/locale/es/LC_MESSAGES/productivity.po index f57653608..b2d7bb161 100644 --- a/locale/es/LC_MESSAGES/productivity.po +++ b/locale/es/LC_MESSAGES/productivity.po @@ -4,26 +4,22 @@ # FIRST AUTHOR , YEAR. # # Translators: -# AleEscandon , 2021 -# Nicolás Broggi , 2021 -# José Cabrera Lozano , 2021 +# Pablo Rojas , 2021 # Jesús Alan Ramos Rodríguez , 2021 # Luis M. Ontalba , 2021 -# Pablo Rojas , 2021 # jabelchi, 2021 -# Patricia Gutiérrez Capetillo , 2022 -# Lucia Pacheco , 2022 -# Martin Trigaux, 2022 # Braulio D. López Vázquez , 2022 +# Patricia Gutiérrez Capetillo , 2022 +# Martin Trigaux, 2022 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-07-22 09:36+0000\n" +"POT-Creation-Date: 2022-09-01 15:11+0000\n" "PO-Revision-Date: 2021-11-02 08:49+0000\n" -"Last-Translator: Braulio D. López Vázquez , 2022\n" +"Last-Translator: Martin Trigaux, 2022\n" "Language-Team: Spanish (https://www.transifex.com/odoo/teams/41243/es/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -1673,14 +1669,11 @@ msgstr "En algunos casos, puede ser necesario un adaptador de serial a USB." #: ../../content/applications/productivity/iot/devices/scale.rst:17 msgid "" -"If your scale is `compatibale with Odoo IoT Box " +"If your scale is `compatible with Odoo IoT Box " "`_, there is no need to set up " "anything because it will be automatically detected as soon as it is " "connected." msgstr "" -"Si su báscula es `compatible con la Caja IoT de Odoo " -"`_, no es necesario configurar nada " -"porque lo detectará automáticamente en cuanto la conecte." #: ../../content/applications/productivity/iot/devices/scale.rst:24 msgid "" @@ -2105,1256 +2098,1850 @@ msgstr "" msgid "Open any email; the shortcut should be displayed." msgstr "Abra cualquier correo, el atajo debe aparecer." -#: ../../content/applications/productivity/studio.rst:8 +#: ../../content/applications/productivity/studio.rst:6 msgid "Studio" msgstr "Studio" -#: ../../content/applications/productivity/studio.rst:10 +#: ../../content/applications/productivity/studio.rst:16 msgid "" -"Learn all you need in order to build custom applications: customize views, " -"create specific reports, automate actions, define approval workflows, etc." +"Studio is a toolbox that allows you to customize Odoo without coding " +"knowledge. For example, you can, on any app, add or modify:" msgstr "" -"Aprenda todo lo que necesita para crear aplicaciones personalizadas: " -"personalizar vistas, crear reportes específicos, automatizar acciones, " -"definir flujos de trabajo de aprobación, etc." -#: ../../content/applications/productivity/studio.rst:14 +#: ../../content/applications/productivity/studio.rst:19 +msgid ":doc:`Fields `" +msgstr "" + +#: ../../content/applications/productivity/studio.rst:20 +msgid ":doc:`Views `" +msgstr "" + +#: ../../content/applications/productivity/studio.rst:21 +msgid ":doc:`Models `" +msgstr "" + +#: ../../content/applications/productivity/studio.rst:22 +msgid ":doc:`Automated actions `" +msgstr "" + +#: ../../content/applications/productivity/studio.rst:23 +msgid "PDF reports" +msgstr "" + +#: ../../content/applications/productivity/studio.rst:24 +msgid "Approval rules" +msgstr "" + +#: ../../content/applications/productivity/studio.rst:25 +msgid "Security rules" +msgstr "" + +#: ../../content/applications/productivity/studio.rst:27 +msgid "" +"Or you can :doc:`build an app from scratch `." +msgstr "" + +#: ../../content/applications/productivity/studio.rst:30 msgid "`Odoo Tutorials: Studio `_" msgstr "`Tutoriales de Odoo: Studio `_" -#: ../../content/applications/productivity/studio/concepts.rst:5 -msgid "Concepts" -msgstr "Conceptos" +#: ../../content/applications/productivity/studio/automated_actions.rst:3 +msgid "Automated actions (automations)" +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:5 +msgid "" +"Automated actions are used to trigger automatic changes based on user " +"actions (e.g., apply a modification when a field is set to a specific value)" +" or on time conditions (e.g., archive a record 7 days after its last " +"update)." +msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:3 -msgid "Understanding Automated Actions" -msgstr "Comprender las acciones automatizadas" +#: ../../content/applications/productivity/studio/automated_actions.rst:9 +msgid "" +"To create an automated action with Studio, go to :guilabel:`Automations` " +"from anywhere within Studio." +msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:6 +#: ../../content/applications/productivity/studio/automated_actions.rst:12 msgid "" -"Automated actions are used to trigger actions. They are based on conditions " -"and happen on top of Odoo’s default business logic." +"For every automated action you create, the following elements should be " +"defined: the :ref:`studio/automated-actions/model`, the " +":ref:`studio/automated-actions/trigger`, the :ref:`studio/automated-" +"actions/apply-on`, and the :ref:`studio/automated-actions/action`." msgstr "" -"Las acciones automatizadas se utilizan para activar acciones. Se basan en " -"condiciones y ocurren sobre la lógica empresarial predeterminada de Odoo." -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:9 +#: ../../content/applications/productivity/studio/automated_actions.rst:25 +msgid "Model" +msgstr "Modelo" + +#: ../../content/applications/productivity/studio/automated_actions.rst:27 +msgid "Select the model where the automated action should be applied." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:30 msgid "" -"Examples of automated actions include: creating a next activity upon a " -"quote's confirmation; adding a user as a follower of a confirmed invoice if " -"its total is higher than a certain amount; or preventing a lead from " -"changing stage if a field is not filled in." +"The model you are on when you click on :guilabel:`Automations` is pre-" +"selected by default." msgstr "" -"Algunos ejemplos de acciones automatizadas son: crear una siguiente " -"actividad tras la confirmación de una cotización, agregar un usuario como " -"seguidor de una factura confirmada si su total es superior a un determinado " -"importe, o impedir que un lead cambie de etapa si no se completa un campo." -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:16 +#: ../../content/applications/productivity/studio/automated_actions.rst:35 +msgid "Trigger" +msgstr "Activador" + +#: ../../content/applications/productivity/studio/automated_actions.rst:37 msgid "" -"Let's understand how to properly define *when* an automated action runs and " -"*how* to create one:" +"Define when the automated action should be applied. Six triggers are " +"available." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:42 +msgid "On Creation" +msgstr "Al crear" + +#: ../../content/applications/productivity/studio/automated_actions.rst:44 +msgid "The action is triggered when a record is created and then saved." msgstr "" -"Revisemos cómo definir de forma adecuada *cuando* se ejecuta una acción " -"automatizada y *cómo* crear una:" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:18 +#: ../../content/applications/productivity/studio/automated_actions.rst:49 +msgid "On Update" +msgstr "Al actualizar" + +#: ../../content/applications/productivity/studio/automated_actions.rst:51 msgid "" -"The first step is to choose the :doc:`Model ` on " -"which the action is applied." +"The action is triggered when a previously saved record is edited and then " +"saved." msgstr "" -"El primer paso es elegir el :doc:`Modelo ` donde se " -"aplica la acción." -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:19 +#: ../../content/applications/productivity/studio/automated_actions.rst:53 msgid "" -"The **Trigger** field defines the event that causes the automated action to " -"happen:" +"Use :guilabel:`Trigger Fields` to specify which fields - and only those - " +"trigger the action on their update." msgstr "" -"El campo de **Activador** define el evento que causa que la acción " -"automatizada suceda:" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:21 +#: ../../content/applications/productivity/studio/automated_actions.rst:55 msgid "" -"*On Creation*: when a new record is created. Note that the record is created" -" once saved for the first time." +"To detect when a record changes from one state to another, define a " +":guilabel:`Before Update Domain` filter, which checks if the condition is " +"satisfied before the record is updated. Then set an :ref:`studio/automated-" +"actions/apply-on` filter, which checks if the condition is met after the " +"record is updated." msgstr "" -"*Creación*: cuando se crea un nuevo registro. Tome en cuenta que el registro" -" se crea cuando se guarda por primera vez." -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:23 +#: ../../content/applications/productivity/studio/automated_actions.rst:61 msgid "" -"*On Update*: when the record is updated. Note that the update happens once " -"the record is saved." +"If you want the automated action to happen when an email address is set on a" +" contact, define the :guilabel:`Before Update Domain` to `Email is not set`," +" and the :guilabel:`Apply on` domain to `Email is set`." msgstr "" -"*Actualización*: cuando se actualiza el registro. Tome en cuenta que la " -"actualización sucede cuando el registro se guarda." -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:24 +#: ../../content/applications/productivity/studio/automated_actions.rst:72 +msgid "On Creation & Update" +msgstr "Al crear y actualizar" + +#: ../../content/applications/productivity/studio/automated_actions.rst:74 msgid "" -"*On Creation & Update*: on the creation and/or on the update of a record " -"once the form is saved." +"The action is triggered when a record is created and saved or edited " +"afterward and saved." msgstr "" -"*Creación y actualización*: en la creación y/o en la actualización de un " -"registro cuando se guarda el formulario." -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:25 -msgid "*On Deletion*: on the removal of a record under the condition set." +#: ../../content/applications/productivity/studio/automated_actions.rst:79 +msgid "On Deletion" +msgstr "Al eliminar" + +#: ../../content/applications/productivity/studio/automated_actions.rst:81 +msgid "The action is triggered when a record is deleted." msgstr "" -"*Eliminación*: en la eliminación de un registro bajo la condición " -"establecida." -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:26 +#: ../../content/applications/productivity/studio/automated_actions.rst:84 msgid "" -"*Based on Form Modification*: when the value of the specified *Trigger* " -"field is changed in the interface (user sees the changes before saving the " -"record). Note that this action can only be used with the *Execute Python " -"Code* action type." +"This trigger is rarely used, as archiving records is usually preferred to " +"deletion." msgstr "" -"*Según la modificación del formulario*: cuando el valor del campo " -"*Activador* especificado se cambia en la interfaz (el usuario puede ver los " -"cambios antes de guardar el registro). Tome en cuenta que esta acción solo " -"se puede utilizar con el tipo de acción *Ejecutar código Python*." -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:29 +#: ../../content/applications/productivity/studio/automated_actions.rst:89 +msgid "Based on Form Modification" +msgstr "Basado en la modificación de formulario" + +#: ../../content/applications/productivity/studio/automated_actions.rst:91 msgid "" -"*Based on Timed Condition*: a delay happens after a specific date/time. Set " -"a *Delay after trigger date* if you need a delay to happen before the " -"*Trigger Date*. Example: to send a reminder 15min before a meeting. If the " -"date/time is not set on the form of the model chosen, the date/time " -"considered is the one of the creation/update of the record." +"The action is triggered when any change is done to a trigger field's value " +"on the :ref:`Form view `, even before saving the " +"record. This trigger only works on the user interface when a modification is" +" made by a user. If the field is changed through another action and not by " +"the user, the action will not run." msgstr "" -"*Según una condición de tiempo*: ocurre un retraso después de una fecha u " -"hora específicas. Establezca un *Retraso después de la fecha de activación* " -"si necesita que ocurra un retraso antes de la *Fecha de activación*. Por " -"ejemplo: para enviar un recordatorio 15 minutos antes de una reunión. Si no " -"se establece la hora o fecha en el formulario del modelo elegido, se " -"considerará la hora o fecha de la creación o actualización del registro." -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:34 -msgid "For every Trigger option, **conditions** can be applied, such as:" +#: ../../content/applications/productivity/studio/automated_actions.rst:97 +msgid "" +"This trigger can only be used with the :ref:`Execute Python Code action " +"`, so development is required." msgstr "" -"Se pueden aplicar **condiciones** a todas las opciones de activadores, como:" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:36 +#: ../../content/applications/productivity/studio/automated_actions.rst:103 +msgid "Based on Timed Condition" +msgstr "Basado en una condición de tiempo" + +#: ../../content/applications/productivity/studio/automated_actions.rst:105 msgid "" -"*Before Update Domain*: if designated, this condition must be satisfied " -"before the record is updated." +"The action is triggered when a trigger field's date or date & time value is " +"reached." msgstr "" -"*Antes de actualizar el dominio*: si se designa, esta condición se debe " -"cumplir antes de que se actualice el registro." -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:38 +#: ../../content/applications/productivity/studio/automated_actions.rst:107 msgid "" -"*Apply on*: if designated, this condition must be satisfied before executing" -" the action rule (*Action To Do*), and after the update." +"To trigger the action after the :guilabel:`Trigger Date`, add a number of " +"minutes, hours, days, or months under :guilabel:`Delay after trigger date`. " +"To trigger the action before, add a negative number instead." msgstr "" -"*Aplicar en*: si se designa, esta condición se debe cumplir antes de " -"ejecutar la regla de acción (*Acción por hacer*), y después de la " -"actualización." -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:41 +#: ../../content/applications/productivity/studio/automated_actions.rst:112 msgid "" -"The **Active** option is to be turned off when the rule should be hidden and" -" not executed." +"If you want to send a reminder email 30 minutes before the start of a " +"calendar event, select the :guilabel:`Start (Calendar Event)` under " +":guilabel:`Trigger Date` and set the :guilabel:`Delay after trigger date` to" +" **-30** :guilabel:`Minutes`." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:121 +msgid "By default, the scheduler checks for trigger dates every 4 hours." msgstr "" -"Se debe desactivar la opción de **Activo** cuando la regla se debe ocultar y" -" no ejecutar." -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:43 +#: ../../content/applications/productivity/studio/automated_actions.rst:126 +msgid "Apply on" +msgstr "Aplicar sobre" + +#: ../../content/applications/productivity/studio/automated_actions.rst:128 msgid "" -"Under **Action To Do** choose the type of server action that must be " -"executed once records meet the *Trigger* conditions:" +"Define on which records of the model the automated action should be applied." +" It works the same way as when you apply filters on a model." msgstr "" -"En **Acción por realizar** elija el tipo de acción de servidor que se debe " -"ejecutar una vez que el registro cumpla las condiciones de *Activación*:" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:45 +#: ../../content/applications/productivity/studio/automated_actions.rst:134 +msgid "Action" +msgstr "Acción" + +#: ../../content/applications/productivity/studio/automated_actions.rst:136 msgid "" -"*Execute Python Code*: a block of code is executed. A *Help* tab with the " -"variables that can be used is available." +"Determine what the automated action should do (server action). There are " +"eight types of action to choose from." msgstr "" -"*Ejecutar código Python*: se ejecuta un bloque de código. Está disponible " -"una pestaña de *Ayuda* con las variables que se pueden utilizar." -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:47 -msgid "*Create New Record*: a new record with new values is created." -msgstr "*Crear nuevo registro*: se crea un nuevo registro con nuevos valores." +#: ../../content/applications/productivity/studio/automated_actions.rst:142 +msgid "Execute Python Code" +msgstr "Ejecutar el código Python" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:48 -msgid "*Update a Record*: updates the record that triggered the action." -msgstr "*Actualizar un registro*: actualiza el registro que activó la acción." +#: ../../content/applications/productivity/studio/automated_actions.rst:144 +msgid "" +"The action is used to execute Python code. The available variables are " +"described on the :guilabel:`Python Code` tab, which is also used to write " +"your code, or on the :guilabel:`Help` tab." +msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:49 +#: ../../content/applications/productivity/studio/automated_actions.rst:147 msgid "" -"*Execute several actions*: defines an action that triggers other server " -"actions." +"To allow the action to be run through the website, tick :guilabel:`Available" +" on the Website` and add a :guilabel:`Website Path`." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:153 +msgid "Create a new Record" +msgstr "Crear un nuevo registro" + +#: ../../content/applications/productivity/studio/automated_actions.rst:155 +msgid "The action is used to create a new record on any model." msgstr "" -"*Ejecutar varias acciones*: define una acción que activa otras acciones de " -"servidor." -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:50 +#: ../../content/applications/productivity/studio/automated_actions.rst:158 msgid "" -"*Send Email*: an automatic :doc:`email " -"` is sent." +"Selecting a :guilabel:`Target Model` is only required if you want to target " +"another model than the one you are on." msgstr "" -"*Enviar correo electrónico*: se envía un :doc:`correo electrónico " -"` automático." -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:51 -msgid "*Add Followers*: followers are notified of changes in the task." +#: ../../content/applications/productivity/studio/automated_actions.rst:161 +msgid "" +"To link the record that triggered the creation of the new record, select a " +"field under :guilabel:`Link Field`. For example, you could create a contact " +"automatically when a lead is turned into an opportunity." msgstr "" -"*Agregar seguidores*: se notifica a los seguidores de cambios en las tareas." -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:52 +#: ../../content/applications/productivity/studio/automated_actions.rst:164 msgid "" -"*Create Next Activity*: creates an activity such as: *Call*, *Email*, " -"*Reminder*." +":guilabel:`Data to Write` tab: the tab is used to specify the new record's " +"values. After selecting a :guilabel:`Field`, select its " +":guilabel:`Evaluation Type`:" msgstr "" -"*Crear siguiente actividad*: crea una actividad como: *llamada*, *correo " -"electrónico*, *recordatorio*." -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:53 +#: ../../content/applications/productivity/studio/automated_actions.rst:167 msgid "" -"*Send SMS Text Message*: sends an :doc:`SMS " -"`." +":guilabel:`Value`: used to directly give the field's raw value in the " +":guilabel:`Value` column." msgstr "" -"*Enviar mensaje de texto SMS*: envía un :doc:`SMS " -"`." -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:56 -msgid "Example" -msgstr "Ejemplo" +#: ../../content/applications/productivity/studio/automated_actions.rst:168 +msgid "" +":guilabel:`Reference`: used to select the record under the " +":guilabel:`Record` column and let Studio add the internal ID in the " +":guilabel:`Value` column." +msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:58 +#: ../../content/applications/productivity/studio/automated_actions.rst:172 msgid "" -"This is the process of which the update of the *Email* field on the " -"Lead/Opportunity *Model*, with a *Trigger Condition* set to *On Update*, " -"goes through:" +"If an automated action creates a new task in a project, you can assign it to" +" a specific user by setting the :guilabel:`Field` to :guilabel:`Responsible " +"User (Project)`, the :guilabel:`Evaluation Type` to :guilabel:`Reference`, " +"and the :guilabel:`Record` to a specific user." msgstr "" -"Este es el proceso por el que pasa la actualización del campo de *Correo " -"electrónico* en el *modelo* de lead/oportunidad, con una *condición de " -"activador* que se establece como *En la actualización*:" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:65 -msgid "The user creates the record without an email address set." +#: ../../content/applications/productivity/studio/automated_actions.rst:181 +msgid "" +":guilabel:`Python expression`: used to dynamically define the newly created " +"record’s value for a field using Python code in the :guilabel:`Value` " +"column." msgstr "" -"El usuario crea el registro sin una dirección de correo electrónico " -"establecida." -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:66 -msgid "The user updates the record defining an email address." +#: ../../content/applications/productivity/studio/automated_actions.rst:187 +msgid "Update the Record" +msgstr "Actualizar el registro" + +#: ../../content/applications/productivity/studio/automated_actions.rst:189 +msgid "" +"The action is used to set value(s) for field(s) of any record on the current" +" model." msgstr "" -"El usuario actualiza el registro al definir una dirección de correo " -"electrónico." -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:67 +#: ../../content/applications/productivity/studio/automated_actions.rst:192 msgid "" -"Once the change is saved, the automation checks if any of the *Watched " -"Fields* are being updated (for the example: field name *email_from* (Email)." +"The process to fill in the :guilabel:`Data to Write` tab is the same as " +"described under :ref:`studio/automated-actions/action/new-record`." msgstr "" -"Una vez que se guarde el cambio, la automatización comprueba si alguno de " -"los *campos observados* se están actualizando (para el ejemplo: *email_from*" -" (Correo electrónico) en el nombre del campo." -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:69 +#: ../../content/applications/productivity/studio/automated_actions.rst:198 +msgid "Execute several actions" +msgstr "Ejecutar varias acciones" + +#: ../../content/applications/productivity/studio/automated_actions.rst:200 msgid "" -"If true, it checks if the record matches the *Before Update Domain* (for the" -" example: *email is not set*)." +"The action is used to trigger multiple actions at the same time. To do so, " +"click on :guilabel:`Add a line` under the :guilabel:`Actions` tab. In the " +":guilabel:`Child Actions` pop-up, click on :guilabel:`Create` and configure " +"the action." msgstr "" -"Si es verdadero, comprueba si el registro coincide con el *dominio antes de " -"la actualización* (en el ejemplo: *no se estableció un correo electrónico*)." -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:71 +#: ../../content/applications/productivity/studio/automated_actions.rst:207 +msgid "Send Email" +msgstr "Enviar correo electrónico" + +#: ../../content/applications/productivity/studio/automated_actions.rst:209 msgid "" -"If true, it checks (*after the update*) whether the record matches the " -"*Apply on* domain (for the example: *email is set*)." +"The action is used to send an email to a contact linked to a specific " +"record. To do so, select or create an :guilabel:`Email Template`." msgstr "" -"Si es verdadero, comprueba (*después de la actualización*) si el registro " -"coincide con el dominio *Aplicar en* (para el ejemplo: *correo electrónico " -"establecido*)." -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:73 -msgid "If true, the chosen *Action To Do* is performed on the record." +#: ../../content/applications/productivity/studio/automated_actions.rst:215 +msgid "Add Followers" +msgstr "Añadir seguidores" + +#: ../../content/applications/productivity/studio/automated_actions.rst:217 +msgid "The action is used to subscribe existing contacts to the record." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:222 +msgid "Create Next Activity" +msgstr "Crear nueva actividad" + +#: ../../content/applications/productivity/studio/automated_actions.rst:224 +msgid "" +"The action is used to schedule a new activity linked to the record. Use the " +":guilabel:`Activity` tab to set it up as usual, but instead of the " +":guilabel:`Assigned to` field, select an :guilabel:`Activity User Type`. " +"Select :guilabel:`Specific User` and add the user under " +":guilabel:`Responsible` if the activity should always be assigned to the " +"same user. To dynamically target a user linked to the record, select " +":guilabel:`Generic User From Record` instead and change the :guilabel:`User " +"field name` if necessary." msgstr "" -"Si es verdadero, la *Acción por hacer* elegida se lleva a cabo en el " -"registro." -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:76 -msgid ":doc:`understanding_general`" -msgstr ":doc:`understanding_general`" +#: ../../content/applications/productivity/studio/automated_actions.rst:232 +msgid "" +"After a lead is turned into an opportunity, you want your automated action " +"to set up a call for the user responsible for the lead. To do so, set the " +":guilabel:`Activity` to :guilabel:`Call` and set the :guilabel:`Activity " +"User Type` to :guilabel:`Generic User From Record`." +msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:77 -msgid ":doc:`../use_cases/automated_actions`" -msgstr ":doc:`../use_cases/automated_actions`" +#: ../../content/applications/productivity/studio/automated_actions.rst:243 +msgid "Send SMS Text Message" +msgstr "Manda Mensaje de Texto SMS" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:3 -msgid "Understanding General Concepts" -msgstr "Entendiendo conceptos generales" +#: ../../content/applications/productivity/studio/automated_actions.rst:245 +msgid "" +"The action is used to send an SMS to a contact linked to the record. To do " +"so, select or create an :guilabel:`SMS Template`." +msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:7 +#: ../../content/applications/productivity/studio/automated_actions.rst:249 msgid "" -"Odoo Studio is a toolbox that allows you to add models or adapt " -"functionalities on top of Odoo’s standard behavior without coding knowledge." -" You can also create custom views and modify existing ones without having to" -" get into the XML code." +"If you want sent messages to be logged in the Chatter, tick :guilabel:`Log " +"as Note`." msgstr "" -"Odoo Studio es un conjunto de herramientas que permite añadir modelos o " -"adaptar funciones sobre el comportamiento estándar de Odoo sin necesidad de " -"tener conocimientos de programación. También puede crear vistas " -"personalizadas y modificar las existentes sin tener que modificar el código " -"XML." -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:11 +#: ../../content/applications/productivity/studio/fields.rst:3 +msgid "Fields and widgets" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:5 msgid "" -"Even for experienced developers, typing out code requires time. By using " -"Odoo Studio, you can quickly get your models up and going and focus on the " -"crucial parts of your application. The result is a user-friendly solution " -"that makes customizations and designing new applications easy with or " -"without programming skills." +"Fields structure the models of a database. If you picture a model as a table" +" or spreadsheet, fields are the columns where data is stored in the records " +"(i.e., the rows). Fields also define the type of data that is stored within " +"them. How the data is presented and formatted on the :abbr:`UI (User " +"Interface)` is defined by their widget." msgstr "" -"Incluso para los desarrolladores expertos, escribir código requiere tiempo. " -"Si utiliza Odoo Studio, podrá configurar rápidamente sus modelos y centrarse" -" en las partes cruciales de su aplicación. En conclusión, cuenta con una " -"solución accesible que realiza personalizaciones y diseña nuevas " -"aplicaciones sin necesidad de contar con conocimientos de programación." -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:15 -msgid "Getting started" -msgstr "Primeros pasos" +#: ../../content/applications/productivity/studio/fields.rst:10 +msgid "" +"From a technical point of view, there are 15 field types in Odoo. However, " +"you can choose from 20 fields in Studio, as some field types are available " +"more than once with a different default widget." +msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:17 +#: ../../content/applications/productivity/studio/fields.rst:14 msgid "" -"One you start using Odoo Studio, you automatically create a new *module* " -"that contains all your modifications. These modifications can be done on " -"existing screens (*views*), by adding new *fields* in existing applications," -" or by creating an entirely new *model*." +":guilabel:`New Fields` can only be added to the " +":ref:`studio/views/general/form` and :ref:`studio/views/multiple-" +"records/list` views. On other views, you can only add :guilabel:`Existing " +"Fields` :dfn:`(fields already on the model)`." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:21 +msgid "Simple fields" msgstr "" -"Una vez que comience a utilizar Odoo Studio, podrá crear automáticamente un " -"nuevo *módulo* que contenga todas sus modificaciones. Estas modificaciones " -"se pueden hacer en pantallas existentes (*vistas*), solo debe agregar nuevos" -" *campos* en las aplicaciones existentes o crear un *modelo* completamente " -"nuevo." -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:22 -msgid "What is a Module?" -msgstr "¿Qué es un Módulo?" +#: ../../content/applications/productivity/studio/fields.rst:23 +msgid "Simple fields contain basic values, such as text, numbers, files, etc." +msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:25 +#: ../../content/applications/productivity/studio/fields.rst:26 +#: ../../content/applications/productivity/studio/fields.rst:325 msgid "" -"An Odoo **Module** can contain a number of elements, such as: business " -"objects (models), object views, data files, web controllers, and static web " -"data. An application is a collection of modules." +"Non-default widgets, when available, are presented as bullet points below." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:31 +msgid "Text (`char`)" msgstr "" -"Un **módulo** de Odoo puede contener varios elementos, entre estos: objetos " -"empresariales (modelos), vistas de objeto, archivos de datos, controladores " -"web y datos web estáticos. Una aplicación es una colección de módulos." -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:29 +#: ../../content/applications/productivity/studio/fields.rst:33 msgid "" -"In object-oriented programming, models usually represent a concept from the " -"real world. Example: Odoo has models for Sales Orders, Users, Countries, " -"etc. If you were to build an application to manage Real Estate sales, a " -"model that represents the Properties for sale would probably be your first " -"step." +"The :guilabel:`Text` field is used for short text containing any character. " +"One text line is displayed when filling out the field." msgstr "" -"En la programación orientada a objetos, los modelos suelen representar un " -"concepto del mundo real. Ejemplo: Odoo tiene modelos para órdenes de venta, " -"usuarios, países, etc. Si usted fuera a construir una aplicación para " -"gestionar las ventas de bienes raíces, el primer paso probablemente sería " -"crear un modelo que represente las propiedades en venta." -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:38 -msgid "What is a Model (also called Object)?" -msgstr "¿Qué es un modelo (también conocido como objeto)?" +#: ../../content/applications/productivity/studio/fields.rst:36 +#: ../../content/applications/productivity/studio/fields.rst:220 +msgid "" +":guilabel:`Badge`: displays the value inside a rounded shape, similar to a " +"tag. The value cannot be edited on the UI, but a default value can be set." +msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:40 +#: ../../content/applications/productivity/studio/fields.rst:38 +#: ../../content/applications/productivity/studio/fields.rst:71 msgid "" -"A **Model** determines the logical structure of a database and fundamentally" -" determines in which manner data can be stored, organized, and manipulated. " -"In other words, a model is a table of information that can be bridged with " -"other tables." +":guilabel:`Copy to Clipboard`: users can copy the value by clicking a " +"button." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:39 +msgid ":guilabel:`E-mail`: the value becomes a clickable *mailto* link." msgstr "" -"Un **Modelo** determina la estructura lógica de una base de datos y " -"fundamentalmente determina de qué manera se pueden almacenar, organizar y " -"manipular los datos. En otras palabras, un modelo es una tabla de " -"información que puede conectarse con otras tablas." -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:45 -msgid "What are Fields?" -msgstr "¿Qué son Campos?" +#: ../../content/applications/productivity/studio/fields.rst:40 +msgid "" +":guilabel:`Image`: displays an image using a URL. The value cannot be edited" +" manually, but a default value can be set." +msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:47 +#: ../../content/applications/productivity/studio/fields.rst:44 msgid "" -"**Fields** compose models. It is where a record (a piece of data) is " -"registered." +"This works differently than selecting the :ref:`Image field " +"` directly, as the image is not stored in" +" Odoo when using a :guilabel:`Text` field with the :guilabel:`Image` widget." +" For example, it can be useful if you want to save disk space." msgstr "" -"Los **campos** componen modelos. Es el lugar donde se registra un registro " -"(un dato)." -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:49 +#: ../../content/applications/productivity/studio/fields.rst:49 +msgid ":guilabel:`Phone`: the value becomes a clickable *tel* link." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:52 msgid "" -"Example: on the Real Estate application, fields on the Properties model " -"would include the price, address, a picture, a link to the current owner, " -"etc." +"Tick :guilabel:`Enable SMS` to add an option to send an SMS directly from " +"Odoo next to the field." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:55 +msgid ":guilabel:`URL`: the value becomes a clickable URL." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:66 +msgid "Multiline Text (`text`)" msgstr "" -"Por ejemplo: en la aplicación de bienes raíces, los campos del modelo de " -"propiedades incluirían el precio, la dirección, una foto, un enlace al " -"propietario actual, etc." -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:50 +#: ../../content/applications/productivity/studio/fields.rst:68 msgid "" -"There are 2 main types of fields in Odoo: *basic (or scalar) fields* and " -"*relational fields*." +"The :guilabel:`Multiline Text` field is used for longer text containing any " +"type of character. Two text lines are displayed on the UI when filling out " +"the field." msgstr "" -"Hay 2 tipos principales de campos en Odoo: *campos básicos (o escalares)* y " -"*campos relacionales*." -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:53 +#: ../../content/applications/productivity/studio/fields.rst:82 +msgid "Integer (`integer`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:84 msgid "" -"Basic fields represent simple values, like numbers or text. Relational " -"fields represent relations between models. So, if you have a model for " -"*Customers* and another one for *Properties*, you would use a relational " -"field to link each Property to its Customer." +"The :guilabel:`Integer` field is used for all integer numbers " +"(:dfn:`positive, negative, or zero, without a decimal`)." msgstr "" -"Los campos básicos representan valores simples, como números o texto. Los " -"campos relacionales representan relaciones entre modelos. De esta forma, si " -"tiene un modelo para *Clientes* y otro para *Propiedades*, utilizaría un " -"campo relacional para vincular cada propiedad con su cliente." -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:56 -msgid "Relational Fields in detail" -msgstr "Campos relacionales a detalle" +#: ../../content/applications/productivity/studio/fields.rst:87 +msgid "" +":guilabel:`Percentage Pie`: displays the value inside a percentage circle, " +"usually for a computed value. The value cannot be edited on the UI, but a " +"default value can be set." +msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:59 +#: ../../content/applications/productivity/studio/fields.rst:89 +#: ../../content/applications/productivity/studio/fields.rst:118 msgid "" -"**Relational Fields** provide the option to link the data of one model with " -"the data of another model." +":guilabel:`Progress Bar`: displays the value next to a percentage bar, " +"usually for a computed value. The field cannot be edited manually, but a " +"default value can be set." msgstr "" -"Los **campos relacionales** ofrecen la posibilidad de vincular los datos de " -"un modelo con los de otro." -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:60 +#: ../../content/applications/productivity/studio/fields.rst:91 msgid "" -"In Odoo, relational field types are: *One2many*, *Many2one*, *Many2many*." +":guilabel:`Handle`: displays a drag handle icon to order records manually in" +" :ref:`List view `." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:103 +msgid "Decimal (`float`)" msgstr "" -"En Odoo, los tipos de campos relacionales son: *One2many*, *Many2one*, " -"*Many2many*." -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:66 +#: ../../content/applications/productivity/studio/fields.rst:105 msgid "" -"An **One2many** field is a *one-way* direction of selecting *multiple* " -"records from a table." +"The :guilabel:`Decimal` field is used for all decimal numbers " +"(:dfn:`positive, negative, or zero, with a decimal`)." msgstr "" -"Un campo **One2many** es una dirección de *sentido único* para seleccionar " -"*multiples* registros de una tabla." -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:68 +#: ../../content/applications/productivity/studio/fields.rst:109 msgid "" -"Example: a Sales Order can contain multiple Sales Order Lines, which also " -"contain multiple fields of information." +"Decimal numbers are displayed with two decimals after the decimal point on " +"the UI, but they are stored in the database with more precision." msgstr "" -"Por ejemplo: una orden de venta puede contener múltiples líneas de orden de " -"venta, que a su vez contienen múltiples campos de información." -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:69 +#: ../../content/applications/productivity/studio/fields.rst:112 msgid "" -"A **Many2one** field is a *one-way* direction of selecting *one* record from" -" a table." +":guilabel:`Monetary`: it is similar to using the :ref:`Monetary field " +"`. It is recommended to use the later " +"as it offers more functionalities." msgstr "" -"Un campo **Many2one** es una dirección *unidireccional* que permite " -"seleccionar *un* registro de una tabla." -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:70 +#: ../../content/applications/productivity/studio/fields.rst:115 msgid "" -"Example: you can have many product categories, but each product can only " -"belong to one category." +":guilabel:`Percentage`: displays a percent character `%` after the value." msgstr "" -"Por ejemplo: puede tener muchas categorías de productos, pero cada producto " -"solo puede pertenecer a una categoría." -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:71 +#: ../../content/applications/productivity/studio/fields.rst:116 msgid "" -"A **Many2many** field is a *two-way* direction of selecting records from a " -"table." +":guilabel:`Percentage Pie`: displays the value inside a percentage circle, " +"usually for a computed value. The field cannot be edited manually, but a " +"default value can be set." msgstr "" -"Un campo **Many2many** es una dirección *bidireccional* de selección de " -"registros de una tabla." -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:72 -msgid "Example: multiple tags can be added to a lead’s form." +#: ../../content/applications/productivity/studio/fields.rst:120 +msgid "" +":guilabel:`Time`: the value must follow the *hh:mm* format, with a maximum " +"of 59 minutes." msgstr "" -"Por ejemplo: se pueden añadir varias etiquetas al formulario de un lead." -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:75 -msgid "An *One2many* field must have a *Many2one* related to it." -msgstr "Un campo *One2many* debe tener un *Many2one* relacionado." +#: ../../content/applications/productivity/studio/fields.rst:131 +msgid "Monetary (`monetary`)" +msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:78 -msgid "What are Views?" -msgstr "¿Qué son las vistas?" +#: ../../content/applications/productivity/studio/fields.rst:133 +msgid "The :guilabel:`Monetary` field is used for all monetary values." +msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:80 +#: ../../content/applications/productivity/studio/fields.rst:136 msgid "" -"**Views** define how records are displayed. They are specified in XML which " -"means that they can be edited independently from the models that they " -"represent. There are various types of views in Odoo, and each of them " -"represents a mode of visualization. Some examples are: *form*, *list*, " -"*kanban*." +"When you first add a :guilabel:`Monetary` field, you are prompted to add a " +":guilabel:`Currency` field if none exists already on the model. Odoo offers " +"to add the :guilabel:`Currency` field for you. Once it is added, add the " +":guilabel:`Monetary` field again." msgstr "" -"Las **vistas** definen cómo se muestran los registros. Se especifican en " -"XML, lo que implica que se pueden editar independientemente de los modelos " -"que representan. Existen varios tipos de vistas en Odoo, y cada una de ellas" -" representa un modo de visualización. Algunos ejemplos son: *formulario*, " -"*lista*, *kanban*." -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:85 -msgid "What is a Menu?" -msgstr "¿Qué es un menú?" +#: ../../content/applications/productivity/studio/fields.rst:149 +msgid "Html (`html`)" +msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:87 +#: ../../content/applications/productivity/studio/fields.rst:151 msgid "" -"A **Menu** is a button that executes an action. In Odoo Studio, to create " -"menus (models) and rearrange their hierarchy, click on *Edit Menu*." +"The :guilabel:`Html` field is used to add text that can be edited using the " +"Odoo HTML editor." msgstr "" -"Un **Menú** es un botón que ejecuta una acción. Odoo Studio permite crear " -"menús (modelos) y reorganizar su jerarquía, solo haga clic en *Editar menú*." -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:95 -msgid "`Studio Basics `_" +#: ../../content/applications/productivity/studio/fields.rst:153 +msgid "" +":guilabel:`Multiline Text`: disables the Odoo HTML editor to allow editing " +"raw HTML." msgstr "" -"`Fundamentos de Studio `_" -#: ../../content/applications/productivity/studio/how_to.rst:5 -msgid "How To" -msgstr "Cómo..." +#: ../../content/applications/productivity/studio/fields.rst:164 +msgid "Date (`date`)" +msgstr "" -#: ../../content/applications/productivity/studio/how_to/export_import.rst:3 -msgid "Export and Import Modules" -msgstr "Módulos de importación y exportación" +#: ../../content/applications/productivity/studio/fields.rst:166 +msgid "The :guilabel:`Date` field is used to select a date on a calendar." +msgstr "" -#: ../../content/applications/productivity/studio/how_to/export_import.rst:5 +#: ../../content/applications/productivity/studio/fields.rst:168 msgid "" -"When you do customizations in Odoo Studio, a new module is created in your " -"database, making it easy to use Studio for prototyping." +":guilabel:`Remaining Days`: the remaining number of days before the selected" +" date is displayed (e.g., *In 5 days*), based on the current date." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:180 +msgid "Date & Time (`datetime`)" msgstr "" -"Cuando se hacen personalizaciones en Odoo Studio, se crea un nuevo módulo en" -" su base de datos, lo que facilita el uso de Studio para la creación de " -"prototipos." -#: ../../content/applications/productivity/studio/how_to/export_import.rst:8 +#: ../../content/applications/productivity/studio/fields.rst:182 msgid "" -"To export these customizations, activate Studio on the main dashboard and, " -"under the menu *Customizations*, click on *Export*. The default filename is " -"*customizations.zip*." +"The :guilabel:`Date & Time` field is used to select a date on a calendar and" +" a time on a clock. The user's current time is automatically used if no time" +" is set." msgstr "" -"Para exportar estas personalizaciones, active Studio en el tablero principal" -" y, en el menú *Personalizaciones*, haga clic en *Exportar*. El nombre " -"predeterminado del archivo es *customizations.zip*." -#: ../../content/applications/productivity/studio/how_to/export_import.rst:16 +#: ../../content/applications/productivity/studio/fields.rst:185 msgid "" -"The module created contains the definition of custom models and fields, as " -"well as the UI elements of any customization in an XML format." +":guilabel:`Date`: used to record the time without displaying it on the UI." msgstr "" -"El módulo creado contiene la definición de los modelos y los campos " -"personalizados, así como los elementos de la interfaz de cualquier " -"personalización en formato XML." -#: ../../content/applications/productivity/studio/how_to/export_import.rst:18 +#: ../../content/applications/productivity/studio/fields.rst:186 msgid "" -"To import and install the customizations in another instance, connect to the" -" destination database, activate Studio and, under *Customizations*, click on" -" *Import*." +":guilabel:`Remaining days`: displays the remaining number of days before the" +" selected date (e.g., *In 5 days*), based on the current date and time." msgstr "" -"Para importar e instalar las personalizaciones en otra instancia, conéctese " -"a la base de datos destino, active Studio y, en el menú *Personalizaciones*," -" haga clic en *Importar*." -#: ../../content/applications/productivity/studio/how_to/export_import.rst:25 +#: ../../content/applications/productivity/studio/fields.rst:198 +msgid "Checkbox (`boolean`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:200 msgid "" -"Studio does not know which apps are customized (because the same view can be" -" modified on different apps), therefore, it *does not* add the underlying " -"modules as dependencies of the exported module. In other words, the " -"applications installed on the source database should be installed on the " -"destination database." +"The :guilabel:`Checkbox` field is used when a value should only be true or " +"false, indicated by checking or unchecking a checkbox." msgstr "" -"Studio no sabe cuáles son las aplicaciones personalizadas (se puede " -"modificar la misma vista en diferentes aplicaciones), por lo tanto, *no* " -"añade los módulos subyacentes como dependencias de un módulo exportado. En " -"otras palabras, se deben instalar las aplicaciones instaladas de la base de " -"datos origen en la base de datos destino." -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:3 -msgid "Customizing the Rainbow Man" -msgstr "Personalizar al hombre arcoíris." +#: ../../content/applications/productivity/studio/fields.rst:203 +msgid "" +":guilabel:`Button`: displays a radio button. The widget works without " +"switching to the edit mode." +msgstr "" -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:5 +#: ../../content/applications/productivity/studio/fields.rst:204 msgid "" -"The Rainbow Man in Odoo is an animation shown once the user completes " -"certain tasks and clicks on certain buttons. It is a way to make the " -"software fun to use, and rewarding, for employees." +":guilabel:`Toggle`: displays a toggle button. The widget works without " +"switching to the edit mode." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:215 +msgid "Selection (`selection`)" msgstr "" -"En Odoo, el hombre arcoíris es una animación que aparece cada que un usuario" -" termina sus tareas y hace clic en ciertos botones. Es nuestra manera de " -"tener un software divertido de usar que a la vez sea gratificante para los " -"empleados." -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:13 +#: ../../content/applications/productivity/studio/fields.rst:217 msgid "" -"On most buttons in Odoo, such as *Send by Email*, *Confirm* or *Cancel*, " -"once they are selected in Studio, under their *Properties*, the *Rainbow " -"Man* effect can be applied." +"The :guilabel:`Selection` field is used when users should select a single " +"value from a group of predefined values." msgstr "" -"En la mayoría de los botones de Odoo, por ejemplo, *Enviar por correo " -"electrónico*, *Confirmar* y *Cancelar*, se puede aplicar el efecto del " -"*Hombre arcoíris*, solo se deben seleccionar en *Propiedades* dentro de " -"Studio." -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:14 -msgid "By default, the feature is active:" -msgstr "Esta función está activa de manera predeterminada cada que:" +#: ../../content/applications/productivity/studio/fields.rst:222 +msgid "" +":guilabel:`Badges`: displays all selectable values simultaneously inside " +"rectangular shapes, organized horizontally." +msgstr "" -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:16 -msgid "when opportunities are marked as won;" -msgstr "se marca una oportunidad como ganada," +#: ../../content/applications/productivity/studio/fields.rst:224 +msgid "" +":guilabel:`Priority`: displays star symbols instead of values, which can be " +"used to indicate an importance or satisfaction level, for example. This has " +"the same effect as selecting the :ref:`Priority field `, although, for the latter, four priority values are " +"already predefined." +msgstr "" -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:17 -msgid "when users empty their inboxes;" -msgstr "los usuarios limpian sus bandejas de entrada," +#: ../../content/applications/productivity/studio/fields.rst:228 +#: ../../content/applications/productivity/studio/fields.rst:352 +msgid "" +":guilabel:`Radio`: displays all selectable values at the same time as radio " +"buttons." +msgstr "" -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:18 -msgid "when the user finishes a tour;" -msgstr "un usuario termina su recorrido," +#: ../../content/applications/productivity/studio/fields.rst:231 +msgid "" +"By default, radio buttons are organized vertically. Tick :guilabel:`display " +"horizontally` to switch the way they are displayed." +msgstr "" -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:19 -msgid "when the user finishes doing reconciliations." -msgstr "cuando el usuario termina de hacer conciliaciones." +#: ../../content/applications/productivity/studio/fields.rst:243 +msgid "Priority (`selection`)" +msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:3 -msgid "Customizing Reports" -msgstr "Personalizar reportes" +#: ../../content/applications/productivity/studio/fields.rst:245 +msgid "" +"The :guilabel:`Priority` field is used to display a three-star rating " +"system, which can be used to indicate importance or satisfaction level. This" +" field type is a :ref:`Selection field ` with the :guilabel:`Priority` widget selected by default " +"and four priority values predefined. Consequently, the :guilabel:`Badge`, " +":guilabel:`Badges`, :guilabel:`Radio`, and :guilabel:`Selection` widgets " +"have the same effects as described under :ref:`Selection " +"`." +msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:9 +#: ../../content/applications/productivity/studio/fields.rst:253 msgid "" -"Odoo uses HTML and CSS technologies to create reports. HTML is a markup " -"language that uses tags, also called elements. It is the core of any webpage" -" because it provides its basic structure. CSS interacts with HTML elements " -"to add style to the page, establishing how the HTML is shown to the user. " -"Odoo’s reports also use Bootstrap’s grid layout, which is the containers, " -"rows, and columns to align content, and support Odoo's website themes." +"To change the number of available stars by adding or removing values, click " +":guilabel:`Edit Values`. Note that the first value is equal to 0 stars " +"(i.e., when no selection is made), so having four values results in a three-" +"star rating system, for example." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:266 +msgid "File (`binary`)" msgstr "" -"Odoo usa tecnología HTML y CSS para crear reportes. HTML es un lenguaje de " -"marcado que usa etiquetas, también conocidas como elementos. Es el elemento " -"principal de cualquier página web ya que brinda una estructura básica. CSS " -"interactúa con los elementos HTML, juntos añaden estilo a la página y de " -"esta manera se establece la manera en la que se muestra el HTML al usuario. " -"Los reportes de Odoo también usan el diseño de tabla de Bootstrap, el cual " -"consiste en contenedores, filas y columnas que acomodan el contenido, y son " -"compatibles con los temas del sitio web de Odoo." -#: ../../content/applications/productivity/studio/how_to/reports.rst:11 +#: ../../content/applications/productivity/studio/fields.rst:268 msgid "" -"When creating a new report, choose the purpose of it and if you would like " -"the report to include header and footer (company logo, name, address, phone," -" email address, etc.)." +"The :guilabel:`File` field is used to upload any type of file, or sign a " +"form (:guilabel:`Sign` widget)." msgstr "" -"Al momento de crear un nuevo reporte, escoja su propósito y si le gustaría " -"incluir un encabezado y pie de página (logo de su empresa, nombre, " -"dirección, teléfono, dirección de correo electrónico, etc)." -#: ../../content/applications/productivity/studio/how_to/reports.rst:17 +#: ../../content/applications/productivity/studio/fields.rst:271 msgid "" -"Under the tab **Add**, you find the fields to be dragged and dropped to the " -"view. *Fields*, *Data tables*, *Subtotal & Total*, and *Address Book* are " -"dynamic elements (meaning that they need a :doc:`one2many or a many2many " -"<../concepts/understanding_general>` related object). *Text*, *Title Block*," -" *Image*, and *Text in Cell* are static elements." +":guilabel:`Image`: users can upload an image file, which is then displayed " +"in :ref:`Form view `. This has the same effect as" +" using the :ref:`Image field `." msgstr "" -"En la pestaña **Agregar** puede encontrar los campos listos para arrastrar y" -" soltar en la vista. Los elementos *Campos*, *Tablas de datos*, *Subtotal y " -"total* y *Libretas de direcciones* son dinámicos (esto significa que " -"necesitan un objeto con relación :doc:`one2many o many2many " -"<../concepts/understanding_general>`). Los elementos *Texto*, *Bloque de " -"título*, *Imagen* y * Texto en celda* son estáticos." -#: ../../content/applications/productivity/studio/how_to/reports.rst:26 +#: ../../content/applications/productivity/studio/fields.rst:274 msgid "" -"Once the element is added to the view, select it to see its **Options**. The" -" first section shows the hierarchy of the selected object and its " -"properties, allowing you to individually edit them. Fields with related " -"objects have their directives shown on *Field Expression*." +":guilabel:`PDF Viewer`: users can upload a PDF file, which can be then " +"browsed from the :ref:`Form view `." msgstr "" -"Una vez que se agrega un elemento a la vista, selecciónelo para ver sus " -"**Opciones**. La primera sección muestra la jerarquía de los objetos " -"seleccionados y sus propiedades, permitiendo que los pueda editar de manera " -"individual. Los campos con objetos relacionados tienen sus directivas " -"mostradas en *Expresión de campo*." -#: ../../content/applications/productivity/studio/how_to/reports.rst:34 +#: ../../content/applications/productivity/studio/fields.rst:276 msgid "" -"Under **Visible if**, define the rule(s) to set visibility conditions to " -"fields." +":guilabel:`Sign`: users can electronically sign the form. This has the same " +"effect as selecting the :ref:`Sign field `." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:288 +msgid "Image (`binary`)" msgstr "" -"Defina las reglas para configurar las condiciones de visibilidad de los " -"campos en **Visible si**." -#: ../../content/applications/productivity/studio/how_to/reports.rst:36 +#: ../../content/applications/productivity/studio/fields.rst:290 msgid "" -"Example: if choosing to display a product image, you could set a visibility " -"rule to only display the ones that are *set* in the product form, avoiding " -"having a plain icon when they are not set." +"The :guilabel:`Image` field is used to upload an image and display it in " +":ref:`Form view `. This field type is a " +":ref:`File field ` with the " +":guilabel:`Image` widget selected by default. Consequently, the " +":guilabel:`File`, :guilabel:`PDF Viewer`, and :guilabel:`Sign` widgets have " +"the same effects as described under :ref:`File `." msgstr "" -"Ejemplo: si decide mostrar una imagen de producto, podría establecer una " -"regla de visibilidad para que solo se muestren las que están *configuradas* " -"en el formulario del producto, evitando que se muestre un icono cuando no " -"están configuradas de esta manera." -#: ../../content/applications/productivity/studio/how_to/reports.rst:40 +#: ../../content/applications/productivity/studio/fields.rst:297 msgid "" -"**Visible for** is used to set which :doc:`groups " -"` can have access to specific elements in the " -"report. **Limit visibility to groups**, under *Report*, sets the visibility " -"of the report to specifics groups, meaning that users belonging to other " -"groups do not see the same final document." +"To change the display size of uploaded images, select :guilabel:`Small`, " +":guilabel:`Medium`, or :guilabel:`Large` under the :guilabel:`Size` option." msgstr "" -"**Visible para** se utiliza para establecer qué :doc:`grupos " -"` pueden tener acceso a elementos específicos " -"del reporte. **Limitar visibilidad a grupos**, en *Reporte*, establece la " -"visibilidad del reporte a grupos específicos, lo que significa que los " -"usuarios que pertenecen a otros grupos no ven el mismo documento final." -#: ../../content/applications/productivity/studio/how_to/reports.rst:46 +#: ../../content/applications/productivity/studio/fields.rst:303 +msgid "Sign (`binary`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:305 msgid "" -"Under the **Report** tab, name your report, choose the paper format, and if " -"the report should be added to the *Print* menu list on its respective " -"document form." +"The :guilabel:`Sign` field is used to sign the form electronically. This " +"field type is a :ref:`File field ` with " +"the :guilabel:`Sign` widget selected by default. Consequently, the " +":guilabel:`File`, :guilabel:`Image`, and :guilabel:`PDF Viewer` widgets have" +" the same effects as described under :ref:`File `." msgstr "" -"En la pestaña **Reporte** puede nombrar su reporte, elegir el formato de " -"papel y si se debe agregar el reporte a la lista del menú *Imprimir* en su " -"respectivo formulario de documento." -#: ../../content/applications/productivity/studio/how_to/reports.rst:53 +#: ../../content/applications/productivity/studio/fields.rst:311 msgid "" -"If activating the :ref:`developer mode `, additional fields " -"such as *Class* under *Options*, and *Reload from attachment* under " -"*Report*, become visible." +"To give users the :guilabel:`Auto` option when having to draw their " +"signature, select one of the available :guilabel:`Auto-complete with` fields" +" (:ref:`Text `, :ref:`Many2One " +"`, and :ref:`Related Field " +"` on the model only). The " +"signature is automatically generated using the data from the selected field." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:320 +msgid "Relational fields" msgstr "" -"Si activa el :ref:`modo de desarrollador`, los campos adicionales como " -"*Clase* en *Opciones*, y *Volver a cargar desde el archivo adjunto* en " -"*Reporte*, se hacen visibles." -#: ../../content/applications/productivity/studio/how_to/reports.rst:56 +#: ../../content/applications/productivity/studio/fields.rst:322 msgid "" -"*Class*: add custom CSS classes to the selected element (e.g. Bootstrap " -"classes such as *text-danger*)." +"Relational fields are used to link and display the data from records on " +"another model." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:330 +msgid "Many2One (`many2one`)" msgstr "" -"*Clase*: añade clases personalizadas de CSS al elemento seleccionado (por " -"ejemplo, clases de Bootstrap como *text-danger*)." -#: ../../content/applications/productivity/studio/how_to/reports.rst:59 +#: ../../content/applications/productivity/studio/fields.rst:332 msgid "" -"*Reload from attachment*: saves the report as an attachment of the document " -"when printed. When the report is reprinted, it re-downloads that attachment " -"instead of re-printing it. This means that if the underlying record (e.g. " -"Invoice) changes when compared to the first impression, the report does not " -"reflect the changes because they were done after the attachment was created." -" This is typically useful for reports linked to documents that should not " -"change, such as Invoices." +"The :guilabel:`Many2One` field is used to link another record (from another " +"model) to the record being edited. The record's name from the other model is" +" then displayed on the record being edited." msgstr "" -"*Volver a cargar desde el archivo adjunto*: guarda el reporte como un " -"archivo adjunto del documento cuando se imprime. Cuando se vuelve a imprimir" -" el reporte, se vuelve a descargar ese archivo adjunto en lugar de solo " -"reimprimirlo. Esto significa que si el registro subyacente (por ejemplo, la " -"factura) es diferente en comparación con la primera impresión, el reporte no" -" refleja los cambios porque se hicieron después de la creación del archivo " -"adjunto. Esta opción suele ser útil para los reportes vinculados a " -"documentos que no deben cambiar, como las facturas." -#: ../../content/applications/productivity/studio/how_to/reports.rst:67 +#: ../../content/applications/productivity/studio/fields.rst:336 msgid "" -"Actions in Odoo Studio can be undone until you *Close* the toolbox. Once you" -" have closed Studio, changes can not be undone anymore." +"On the *Sales Order* model, the :guilabel:`Customer` field is a " +":guilabel:`Many2One` field pointing at the *Contact* model. This allows " +"**many** sales orders to be linked to **one** contact (customer)." msgstr "" -"Se pueden cancelar las acciones en Odoo Studio hasta que se *cierra* la caja" -" de herramientas. Una vez que haya cerrado Studio, ya no se pueden deshacer " -"los cambios." -#: ../../content/applications/productivity/studio/use_cases.rst:5 -msgid "Use Cases" -msgstr "Casos de uso" +#: ../../content/applications/productivity/studio/fields.rst:345 +msgid "" +"To prevent users from creating a new record in the linked model, tick " +":guilabel:`Disable creation`." +msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:3 -msgid "Advanced Use Cases: Automated Actions" -msgstr "Casos de uso avanzados: acciones automatizadas" +#: ../../content/applications/productivity/studio/fields.rst:347 +msgid "" +"To prevent users from opening records in a pop-up window, tick " +":guilabel:`Disable opening`." +msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:5 +#: ../../content/applications/productivity/studio/fields.rst:348 msgid "" -"**Case scenario 1: when a Belgian lead is created, a 3-stars priority should" -" be automatically applied.**" +"To help users only select the right record, click on :guilabel:`Domain` to " +"create a filter." msgstr "" -"**Caso 1: si se crea un lead de Bélgica, automáticamente se le aplica una " -"prioridad de 3 estrellas.**" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:8 -msgid "Under *Automations*, click on *Create* and set the following rules:" +#: ../../content/applications/productivity/studio/fields.rst:350 +msgid "" +":guilabel:`Badge`: displays the value inside a rounded shape, similar to a " +"tag. The value cannot be edited on the UI." msgstr "" -"En *automatizaciones*, haga clic en *crear* y configure las siguientes " -"reglas:" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:10 -msgid "*Model*: Lead/Opportunity" -msgstr "*Modelo*: Lead/Oportunidad" +#: ../../content/applications/productivity/studio/fields.rst:357 +msgid "One2Many (`one2many`)" +msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:11 -msgid "*Active*: On" -msgstr "*Activo*: Encendido" +#: ../../content/applications/productivity/studio/fields.rst:359 +msgid "" +"The :guilabel:`One2Many` field is used to display the existing relations " +"between a record on the current model and multiple records from another " +"model." +msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:12 -msgid "*Trigger*: On Creation & Update" -msgstr "*Activación*: Al crear y actualizar" +#: ../../content/applications/productivity/studio/fields.rst:363 +msgid "" +"You could add a :guilabel:`One2Many` field on the *Contact* model to look at" +" **one** customer's **many** sales orders." +msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:13 -msgid "*Apply on*: Country > Country Name = Belgium" -msgstr "*Aplicar en*: País > Nombre del país = Bélgica" +#: ../../content/applications/productivity/studio/fields.rst:371 +msgid "" +"To use a :guilabel:`One2Many` field, the two models must have been linked " +"already using a :ref:`Many2One field `. One2Many relations do not exist independently: a reverse-" +"search of existing Many2One relations is performed." +msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:14 -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:53 -msgid "*Action To Do*: Update the Record" -msgstr "*Acción a realizar*: Actualizar el registro" +#: ../../content/applications/productivity/studio/fields.rst:378 +msgid "Lines (`one2many`)" +msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:15 -msgid "*Data to Write*: Lead/Opportunity > Value > 3" -msgstr "*Datos para escribir*: Lead/Oportunidad > Valor > 3" +#: ../../content/applications/productivity/studio/fields.rst:380 +msgid "" +"The :guilabel:`Lines` field is used to create a table with rows and columns " +"(e.g., the lines of products on a sales order)." +msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:22 +#: ../../content/applications/productivity/studio/fields.rst:384 msgid "" -"Check :doc:`this doc ` in order to have another " -"automated action example." +"To modify the columns, click on the :guilabel:`Lines` field and then " +":guilabel:`Edit List View`. To edit the form that pops up when a user clicks" +" on :guilabel:`Add a line`, click on :guilabel:`Edit Form View` instead." msgstr "" -"Consulte :doc:`este documento ` para obtener otro " -"ejemplo de una acción automatizada." -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:25 -msgid ":doc:`../concepts/understanding_automated_actions`" -msgstr ":doc:`../concepts/understanding_automated_actions`" +#: ../../content/applications/productivity/studio/fields.rst:397 +msgid "Many2Many (`many2many`)" +msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:26 -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:61 -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:138 -#: ../../content/applications/productivity/studio/use_cases/views.rst:28 -msgid ":doc:`../concepts/understanding_general`" -msgstr ":doc:`../concepts/understanding_general`" +#: ../../content/applications/productivity/studio/fields.rst:399 +msgid "" +"The :guilabel:`Many2Many` field is used to link multiple records from " +"another model to multiple records on the current model. Many2Many fields can" +" use :guilabel:`Disable creation`, :guilabel:`Disable opening`, " +":guilabel:`Domain`, just like :ref:`Many2One fields " +"`." +msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:3 -msgid "Advanced Use Cases: Filters and Status Bar" -msgstr "Casos de uso avanzados: Filtros y barra de estado" +#: ../../content/applications/productivity/studio/fields.rst:405 +msgid "" +"On the *Task* model, the :guilabel:`Assignees` field is a " +":guilabel:`Many2Many` field pointing at the *Contact* model. This allows a " +"single user to be assigned to **many** tasks and **many** users to be " +"assigned to a single task." +msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:5 +#: ../../content/applications/productivity/studio/fields.rst:413 msgid "" -"**Case scenario 1: on Sales, set a filter on Belgian customers and define it" -" as the default one (the user should still be able to unset the filter).**" +":guilabel:`Checkboxes`: users can select several values using checkboxes." msgstr "" -"**Caso 1: en la aplicación de Ventas, establezca un filtro para los clientes" -" belgas y defínalo como el predeterminado (el usuario debe ser capaz de " -"desactivar el filtro).**" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:8 +#: ../../content/applications/productivity/studio/fields.rst:414 msgid "" -"On your customer’s page, use *Filters* > *Add Custom Filter* to group " -"customers by country. Now, under *Favorites*, *Save Current Search* enabling" -" *Use by default* and *Save*." +":guilabel:`Tags`: users can select several values appearing in rounded " +"shapes, also known as *tags*. This has the same effect as selecting the " +":ref:`Tags field `." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:421 +msgid "Tags (`many2many`)" msgstr "" -"En la página de su cliente, haga clic en *Filtros* > *Añadir filtro " -"personalizado* para agrupar a los clientes por país. Después, haga clic en " -"*Favoritos*, *Guardar búsqueda actual* y active *Usar de forma " -"predeterminada* y *Guardar*." -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:15 +#: ../../content/applications/productivity/studio/fields.rst:423 msgid "" -"On *Filter Rules* in Studio mode, select the respective filter and enable " -"*Default Filter*." +"The :guilabel:`Tags` field is used to display several values from another " +"model appearing in rounded shapes, also known as *tags*. This field type is " +"a :ref:`Many2Many field ` with " +"the :guilabel:`Tags` widget selected by default. Consequently, the " +":guilabel:`Checkboxes` and :guilabel:`Many2Many` widgets have the same " +"effects as described under :ref:`Many2Many `." msgstr "" -"En el modo Studio, vaya a *Reglas de filtro*, seleccione el filtro " -"respectivo y active el *Filtro predeterminado*." -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:21 +#: ../../content/applications/productivity/studio/fields.rst:430 msgid "" -"**Case scenario 2: add a status bar on the product form to manage its life " -"cycle. Set the values: ‘Prototype’, ‘In use’ and ‘Deprecated’. By default, " -"the Kanban view must be grouped by status.**" +"To display tags with different background colors, tick :guilabel:`Use " +"colors`." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:441 +msgid "Related Field (`related`)" msgstr "" -"**Caso 2: añadir una barra de estado en el formulario del producto para " -"gestionar su ciclo de vida. Establezca los valores: 'Prototipo', 'En uso' y " -"'Obsoleto'. De manera predeterminada, la vista de Kanban debe agruparse por " -"estado.**" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:26 +#: ../../content/applications/productivity/studio/fields.rst:443 msgid "" -"On your product form, *Add a pipeline status bar* and name its values. " -"Status bars are *selection* fields that give you the ability to follow a " -"specific flow. They are useful to show you the progress that has been made." +"A :guilabel:`Related Field` is not a relational field per se; no " +"relationship is created between models. It uses an existing relationship to " +"fetch and display information from another record." msgstr "" -"En el formulario de su producto, *añada una barra de estado del flujo* y " -"asigne un nombre a sus valores. Las barras de estado son campos de " -"*selección* que le permiten seguir un flujo específico. Resultan útiles para" -" mostrar el progreso que se ha realizado." -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:28 +#: ../../content/applications/productivity/studio/fields.rst:447 msgid "" -"On the *Views* menu, access *Kanban* and, under its *View* options, set the " -"*Default Group by* as *Pipeline status bar*." +"To display the email address of a customer on the *Sales Order* model, use " +"the :guilabel:`Related Field` `partner_id.email` by selecting " +":guilabel:`Customer` and then :guilabel:`Email`." msgstr "" -"Acceda a Kanban desde el menú \"Vistas\"; en las opciones de \"Vista\", " -"establezca el \"Grupo predeterminado por\" como \"Barra de estado del " -"flujo\"." -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:34 +#: ../../content/applications/productivity/studio/fields.rst:453 +msgid "Properties" +msgstr "Propiedades" + +#: ../../content/applications/productivity/studio/fields.rst:455 msgid "" -"Now, open your product form and set the right status for that product. As " -"you move products throughout stages (also through the product’s form), " -"stages are shown in the Kanban view." +":guilabel:`Invisible`: When it is not necessary for users to view a field on" +" the UI, tick :guilabel:`Invisible`. It helps clear the UI by only showing " +"the essential fields depending on a specific situation." msgstr "" -"A continuación, abra el formulario de su producto y establezca el estado " -"correcto para ese producto. A medida que mueva los productos a través de las" -" etapas (también a través del formulario del producto), se mostrarán las " -"etapas en vista Kanban." -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:38 +#: ../../content/applications/productivity/studio/fields.rst:460 msgid "" -"To make modifications in the pipeline status bar, for example, remember to " -"go back to *Form View*." +"On the *Form* view of the *Contact* model, the :guilabel:`Title` field only " +"appears when :guilabel:`Individual` is selected, as that field would not be " +"helpful for a :guilabel:`Company` contact." msgstr "" -"Si, por ejemplo, desea realizar modificaciones en la barra de estado del " -"flujo, recuerde regresar a la *Vista de formulario*." -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:44 +#: ../../content/applications/productivity/studio/fields.rst:465 msgid "" -"**Case scenario 2.a: when a product goes from ‘In use’ to ‘Deprecate’, set " -"its cost to 0€.**" +"The :guilabel:`Invisible` attribute also applies to Studio. To view hidden " +"fields inside Studio, click on a view's :guilabel:`View` tab and tick " +":guilabel:`Show Invisible Elements`." msgstr "" -"**Caso 2.a: cuando un producto pasa de \"En uso\" a \"Obsoleto\", su costo " -"se establece a 0€.**" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:46 +#: ../../content/applications/productivity/studio/fields.rst:469 msgid "" -"Create an :doc:`automated action " -"<../concepts/understanding_automated_actions>` with the selected values:" +":guilabel:`Required`: If a field should always be completed by the user " +"before being able to proceed, tick :guilabel:`Required`." msgstr "" -"Cree una :doc:`acción automatizada " -"<../concepts/understanding_automated_actions>` con los valores " -"seleccionados:" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:49 -msgid "*Model*: Product Template" -msgstr "*Modelo*: Plantilla de producto" +#: ../../content/applications/productivity/studio/fields.rst:471 +msgid "" +":guilabel:`Read only`: If users should not be able to modify a field, tick " +":guilabel:`Read only`." +msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:50 -msgid "*Trigger*: On Update" -msgstr "*Activador*: Al actualizar" +#: ../../content/applications/productivity/studio/fields.rst:474 +msgid "" +"You can choose to apply these three properties only for specific records by " +"clicking on :guilabel:`Conditional` and creating a filter." +msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:51 -msgid "*First Domain*: Pipeline status bar = In use" -msgstr "*Primer dominio*: Barra de estado del flujo = En uso" +#: ../../content/applications/productivity/studio/fields.rst:477 +msgid "" +":guilabel:`Label`: The :guilabel:`Label` is the field's name on the UI." +msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:52 -msgid "*Second Domain*: Pipeline status bar = Deprecated" -msgstr "*Segundo dominio*: Barra de estado del flujo = Obsoleto" +#: ../../content/applications/productivity/studio/fields.rst:480 +msgid "" +"This is not the same name as used in the PostgreSQL database. To view and " +"change the latter, activate the :ref:`Developer mode `, and " +"edit the :guilabel:`Technical Name`." +msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:54 -msgid "*Data to Write*: Cost (Product Template) > Value > 0" -msgstr "* Datos a escribir*: Costo (Plantilla de producto) > Valor > 0" +#: ../../content/applications/productivity/studio/fields.rst:483 +msgid "" +":guilabel:`Help Tooltip`: To explain the purpose of a field, write a " +"description under :guilabel:`Help Tooltip`. It is displayed inside a tooltip" +" box when hovering with your mouse over the field's label." +msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:3 -msgid "Advanced Use Cases: Creating Models and Adding Fields" -msgstr "Casos de uso avanzados: Crear modelos y añadir campos" +#: ../../content/applications/productivity/studio/fields.rst:486 +msgid "" +":guilabel:`Placeholder`: To provide an example of how a field should be " +"completed, write it under :guilabel:`Placeholder`. It is displayed in light " +"gray in lieu of the field's value." +msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:5 +#: ../../content/applications/productivity/studio/fields.rst:488 msgid "" -"**Case scenario 1: on the leads’ form, if the chosen country is France, show" -" a field 'Pay by check?'**" +":guilabel:`Widget`: To change the default appearance or functionality of a " +"field, select one of the available widgets." msgstr "" -"**Caso 1: si elige Francia como país de destino en el formulario de leads, " -"muestre un campo llamado '¿Pagar con cheque?'**" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:8 +#: ../../content/applications/productivity/studio/fields.rst:490 msgid "" -"On your leads’ form, add a *Related Field* to *Country > Country Name*." +":guilabel:`Default value`: To add a default value to a field when a record " +"is created, use :guilabel:`Default value`." msgstr "" -"En el formulario de sus leads, añada un *Campo relacionado* a *País > Nombre" -" del país*." -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:10 +#: ../../content/applications/productivity/studio/fields.rst:492 msgid "" -"Now, add a *Checkbox* field and define its invisibility options as *Country*" -" (carefully select the one just created) *> is not = > France.*" +":guilabel:`Limit visibility to groups`: To limit which users can see the " +"field, select a user access group." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:3 +msgid "Models, modules, and apps" msgstr "" -"Ahora, añada una *Casilla de verificación* y defina sus opciones de " -"invisibilidad como *País* (seleccione cuidadosamente el que acaba de crear) " -"*> no es = > Francia.*" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:11 -msgid "You can now hide the related field created (*Country*) if you wish." +#: ../../content/applications/productivity/studio/models_modules_apps.rst:5 +msgid "" +"Models determine the logical structure of a database and how data is stored," +" organized, and manipulated. In other words, a model is a table of " +"information that can be linked with other tables. A model usually represents" +" a business concept, such as a *sales order*, *contact*, or *product*." msgstr "" -"Ahora puede ocultar el campo relacionado creado (*País*) si así lo desea." -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:19 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:9 msgid "" -"Another approach is to use the country’s ID. To do so, go to " -":menuselection:`Contacts --> Configuration --> Countries`, select France " -"(for example), and on the URL check its *ID*." +"Modules and apps contain various elements, such as models, views, data " +"files, web controllers, and static web data." msgstr "" -"Otro método es utilizar el ID del país. Para ello, vaya a " -":menuselection:`Contactos --> Configuración --> Países`, seleccione Francia " -"(por ejemplo), y en la URL marque su *ID*." -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:21 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:13 msgid "" -"The related field invisibility path should now be *Country* (carefully " -"select the one just created) *> is not = > 75*." +"All apps are modules. Larger, standalone modules are typically referred to " +"as apps, whereas other modules usually serve as add-ons to said apps." msgstr "" -"La ruta de invisibilidad del campo relacionado debe ser *País* (seleccione " -"cuidadosamente el que acaba de crear) *> no es = > 75*." -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:22 -msgid "Again, hide the related field with the country’s ID if you prefer." +#: ../../content/applications/productivity/studio/models_modules_apps.rst:19 +msgid "Suggested features" msgstr "" -"Si lo prefiere, puede ocultar el campo relacionado con el ID del país." -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:28 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:21 msgid "" -"**Case scenario 2: create a model called 'Properties' and add fields called:" -" company, value, name, address, active, image.**" +"When you create a new model or app with Studio, you can choose to add up to " +"14 features to speed up the creation process. These features bundle fields, " +"default settings, and views that are usually used together to provide some " +"standard functionality. Most of these features can be added later on, but " +"adding them from the start makes the model creation process much easier. " +"Furthermore, these features interact together in some cases to increase " +"their usefulness." msgstr "" -"**Caso 2: cree un modelo llamado \"Propiedades\" y añada campos llamados: " -"empresa, valor, nombre, dirección, activo, imagen.**" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:31 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:28 msgid "" -"From the dashboard, (optionally) start a new module. Then, click on *Edit " -"Menu* and start a *New Menu* (model). Set your menu name and *Confirm*. Now," -" on its form, drag & drop the necessary fields." +"Creating a model with the :ref:`studio/models-modules-apps/suggested-" +"features/picture` and :ref:`studio/models-modules-apps/suggested-" +"features/pipeline-stages` features enabled adds the image in the card layout" +" of the :ref:`Kanban view `." msgstr "" -"Cree un nuevo módulo desde el tablero (opcional). Después, haga clic en " -"*Editar menú* e inicie un *Nuevo menú* (modelo). Establezca el nombre de su " -"menú y *Confirme*. A continuación, arrastre y suelte los campos necesarios " -"en su formulario." -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:39 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:39 +msgid "Contact details" +msgstr "Detalles de contacto" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:41 msgid "" -"**Case scenario 2.a: now, you would like to have a model called 'Regions' to" -" which each property must be linked. And, on 'Regions', you would like to " -"see the properties for each region.**" +"Selecting :guilabel:`Contact details` adds to the :ref:`Form view " +"` a :ref:`Many2One field " +"` linked to the *Contact* model " +"and two of its :ref:`Related Fields `: :guilabel:`Phone` and :guilabel:`Email`. The " +":guilabel:`Contact` field is also added to the :ref:`List view " +"`, and the :ref:`Map view " +"` is activated." msgstr "" -"**Caso 2.a: ahora le gustaría tener un modelo llamado 'Regiones' el cual " -"debe estar vinculado a cada propiedad. Además, le gustaría ver las " -"propiedades de cada región en este modelo.**" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:43 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:57 +msgid "User assignment" +msgstr "Asignación de usuario" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:59 msgid "" -"Go to *Edit Menu > New Menu* and create your menu, calling it *Regions*. Add" -" the necessary fields on its form by dragging & dropping them." +"Selecting :guilabel:`User assignment` adds to the :ref:`Form view " +"` a :ref:`Many2One field " +"` linked to the *Contact* model, " +"with the following :guilabel:`Domain`: `Share User is not set` to only allow" +" the selection of *Internal Users*. In addition, the " +":guilabel:`many2one_avatar_user` widget is used to display the user's " +"avatar. The :guilabel:`Responsible` field is also added to the :ref:`List " +"view `." msgstr "" -"Vaya a *Editar menú > Nuevo menú*, cree su menú y nómbrelo *Regiones*. Use " -"la función de arrastrar y soltar para añadir los campos necesarios en su " -"formulario." -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:45 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:75 +msgid "Date & Calendar" +msgstr "Fecha y calendario" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:77 msgid "" -"Now, in the form view of *Properties*, add a *Many2one* field with a " -"relation to your model *Region*." +"Selecting :guilabel:`Date & Calendar` adds to the :ref:`Form view " +"` a :ref:`Date field ` and activates the :ref:`Calendar view " +"`." msgstr "" -"A continuación, en la vista de formulario de *Propiedades*, añada un campo " -"*Many2one* relacionado a su modelo *Región*." -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:48 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:84 +msgid "Date range & Gantt" +msgstr "Rango de fechas y Gantt" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:86 msgid "" -"The *Existing Fields* are the ones that are on the current model but not yet" -" in the view." +"Selecting :guilabel:`Date range & Gantt` adds to the :ref:`Form view " +"` two :ref:`Date fields ` next to each other: one to set a start date, the other to set " +"an end date, using the :guilabel:`daterange` widget, and activates the " +":ref:`Gantt view `." msgstr "" -"Los *campos existentes* son los que están en el modelo actual pero aún no " -"están en la vista." -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:60 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:94 +msgid "Pipeline stages" +msgstr "Etapas del pipeline" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:96 msgid "" -"Now, go to the model *Regions*, select the form view, and add a status " -"button selecting *Regions (Properties)* as your relational field." +"Selecting :guilabel:`Pipeline stages` activates the :ref:`Kanban view " +"`, adds several fields such as " +":ref:`Priority ` and :guilabel:`Kanban" +" State`, and three stages: :guilabel:`New`, :guilabel:`In Progress`, and " +":guilabel:`Done`. The :guilabel:`Pipeline status bar` and the " +":guilabel:`Kanban State` field are added to the :ref:`Form view " +"`. The :guilabel:`Color` field is added to the " +":ref:`List view `." msgstr "" -"Ahora, vaya al modelo de *Regiones*, seleccione la vista de formulario, y " -"añada un botón de estado seleccionando *Regiones (Propiedades)* como su " -"campo relacional." -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:62 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:105 +msgid "The :guilabel:`Pipeline stages` feature can be added at a later stage." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:110 +msgid "Tags" +msgstr "Categorías" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:112 msgid "" -"*Status buttons* are computed fields, meaning that they count the numbers of" -" records on the related model, and allow you to access them." +"Selecting :guilabel:`Tags` adds to the :ref:`studio/views/general/form` and " +":ref:`studio/views/multiple-records/list` views a :ref:`Tags field " +"`, creating a *Tag* model with " +"preconfigured access rights in the process." msgstr "" -"Los *botones de estado* son campos calculados, es decir, cuentan el número " -"de registros en el modelo relacionado y permiten que pueda acceder a ellos." -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:69 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:120 +msgid "Picture" +msgstr "Foto" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:122 msgid "" -"When searching for relations, click on *Search more* and filter it by " -"*Custom*. This way you avoid creating duplicates." +"Selecting :guilabel:`Picture` adds to the top-right of the :ref:`Form view " +"` an :ref:`Image field `." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:126 +msgid "The :guilabel:`Picture` feature can be added at a later stage." msgstr "" -"Cuando busque relaciones, haga clic en *Buscar más* y filtre por " -"*Personalización*. De esta manera evitará crear duplicados." -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:76 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:131 +msgid "Lines" +msgstr "Líneas" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:133 msgid "" -"**Case scenario 2.b: in the model 'Properties', show all the tags as " -"checkboxes instead of tags.**" +"Selecting :guilabel:`Lines`: adds to the :ref:`Form view " +"` a :ref:`Lines field ` inside a :guilabel:`Tab` component." msgstr "" -"**Escenario 2.b: en el modelo 'Propiedades', muestre todas las etiquetas " -"como casillas de verificación en lugar de etiquetas.**" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:78 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:139 +msgid "Notes" +msgstr "Notas" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:141 msgid "" -"Once the field *Tags* is added to the form, select it and, under its " -"*Properties > Widgets*, choose *Checkboxes*." +"Selecting :guilabel:`Notes` adds to the :ref:`Form view " +"` an :ref:`Html field ` using the full width of the form." msgstr "" -"Una vez que haya añadido el campo *Etiquetas* al formulario, selecciónelo y," -" en *Propiedades > Widgets*, elija *Casillas de verificación*." -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:85 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:147 +msgid "Monetary value" +msgstr "Valor monetario" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:149 msgid "" -"**Case scenario 3: on the leads’ form, add a selection field with the " -"values:'Tags' & 'List' & 'Checkboxes'. According to the value of the field, " -"show tags as many2many_tags, many2many_radio, or many2many(_list).**" +"Selecting :guilabel:`Monetary value` adds to the " +":ref:`studio/views/general/form` and :ref:`studio/views/multiple-" +"records/list` views a :ref:`Monetary field `. The :ref:`studio/views/reporting/graph` and " +":ref:`studio/views/reporting/pivot` views are also activated." msgstr "" -"**Caso 3: en el formulario de los leads, añada un campo de selección con los" -" valores:'Etiquetas', 'Lista' y 'Casillas'. Dependiendo del valor del campo," -" muestre las etiquetas como many2many_tags, many2many_radio, o " -"many2many(_list).**" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:89 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:155 +msgid "A *Currency* field is added and hidden from the view." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:160 +msgid "Company" +msgstr "Empresa" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:162 msgid "" -"In your form view, add a *Tags* field and relate it to *Partners Tag*. Under" -" *Properties*, define its *Widget* as *Many2many*. Do the same process " -"another 2 times for *Checkboxes* and *Tags*." +"Selecting :guilabel:`Company` adds to the :ref:`studio/views/general/form` " +"and :ref:`studio/views/multiple-records/list` views a :ref:`Many2One field " +"` linked to the *Company* model." msgstr "" -"En la vista de formulario, añada un campo de *Etiquetas* y relaciónelo con " -"*Etiqueta de partners*. En *Propiedades*, defina su *Widget* como " -"*Many2many*. Repita el mismo proceso otras dos veces para las *Casillas de " -"verificación* y las *Etiquetas*." -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:96 -msgid "Now, add a *Selection* field and the necessary values." -msgstr "Ahora, añada un campo de *selección* y los valores necesarios." +#: ../../content/applications/productivity/studio/models_modules_apps.rst:167 +msgid "This is only useful if you work in a multi-company environment." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:172 +msgid "Custom Sorting" +msgstr "Orden Personalizado" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:99 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:174 msgid "" -"Continue by selecting your *Tags* fields, one by one, to set their " -"*Invisible* options according to their *Widget*. In the example below, the " -"invisibility rule for the *Partner Tags* is set as: *Select Tag type > is " -"not = > Tags.*" +"Selecting :guilabel:`Custom Sorting` adds to the :ref:`List view " +"` a drag handle icon to manually reorder" +" records." msgstr "" -"Continúe seleccionando sus campos de *Etiquetas*, uno por uno, para " -"establecer sus opciones de *Invisibilidad* a partir de su *Widget*. En el " -"siguiente ejemplo, la regla de invisibilidad para las *Etiquetas del " -"partner* se establece como: *Seleccionar tipo de etiqueta > no es = > " -"Etiquetas.*" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:105 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:186 +msgid "Chatter" +msgstr "Chatter" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:188 msgid "" -"**Case scenario 4: on a quotation’s form, add a selection field called " -"'Manager Validation' with the values: ‘Accepted’ and ‘Refused’. Only a sales" -" manager can see it, and the field should be set as mandatory if the untaxed" -" amount is higher than 500€.**" +"Selecting :guilabel:`Chatter` adds to the :ref:`Form view " +"` Chatter functionalities (sending messages, " +"logging notes, and scheduling activities)." msgstr "" -"**Caso 4: en el formulario de una cotización, añada un campo de selección " -"llamado 'Validación del gerente' con los valores: 'Aceptado' y 'Rechazado'. " -"Este campo solo lo podrá ver un gerente de ventas, y deberá ser obligatorio " -"si el importe sin impuestos es superior a 500€.**" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:109 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:192 +msgid "The :guilabel:`Chatter` feature can be added at a later stage." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:203 +msgid "Archiving" +msgstr "Archivando" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:205 msgid "" -"On your quotation form, add a *Selection* field with the values *Accepted* " -"and *Refused*. Set its *Required* condition as *Untaxed Amount > 500* and " -"the *Limit visibility to groups* as *Sales / Administrator* or managers." +"Selecting :guilabel:`Archiving` adds to the :ref:`studio/views/general/form`" +" and :ref:`studio/views/multiple-records/list` views the :guilabel:`Archive`" +" action and hides archived records from searches and views by default." msgstr "" -"En su formulario de cotización, añada un campo de *Selección* con los " -"valores *Aceptado* y *Rechazado*. Establezca su condición *Requerida* como " -"*Importe sin impuestos > 500* y la *Visibilidad limitada a grupos* como " -"*Ventas/Administrador* o gerentes." -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:117 -msgid "**Case scenario 5: change the tooltip of a field for all views.**" +#: ../../content/applications/productivity/studio/models_modules_apps.rst:212 +msgid "Export and import customizations" +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:214 +msgid "" +"When you do any customization with Studio, a new module named " +":guilabel:`Studio customizations` is added to your database." msgstr "" -"**Caso 5: cambiar las herramientas de un campo para todas las vistas.**" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:119 -msgid "Activate the :ref:`developer mode ` and open Studio." +#: ../../content/applications/productivity/studio/models_modules_apps.rst:217 +msgid "" +"To export these customizations, go to :menuselection:`Main dashboard --> " +"Studio --> Customizations --> Export` to download a ZIP file containing all " +"customizations." msgstr "" -"Active el :ref:`modo de desarrollador ` y abra Studio." -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:122 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:220 msgid "" -"Select the necessary field and, under *Properties*, click on *More* to write" -" your tooltip message on *Field Help*. The tooltip message is the " -"explanatory message shown when the user hovers the field. The message here " -"written is displayed on all views forms where the field is added." +"To import and install these customizations in another database, connect to " +"the destination database and go to :menuselection:`Main dashboard --> Studio" +" --> Customizations --> Import`, then upload the exported ZIP file before " +"clicking on the :guilabel:`Import` button." msgstr "" -"Seleccione el campo necesario y, en *Propiedades*, haga clic en *Más* para " -"escribir su mensaje explicativo en el *Campo de información*. Esta " -"descripción es el mensaje que se mostrará cuando el usuario pase el cursor " -"sobre el campo. El mensaje escrito aquí se mostrará en todos los formularios" -" de vista en los cuales se añada el campo." -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:129 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:225 msgid "" -"The *Field Help* message can only be applied to *new* fields. If you would " -"like to change/apply a tooltip for a specific field, use the *Help Tooltip* " -"option under *Properties*." +"Before importing, make sure the destination database contains the same apps " +"and modules as the source database. Studio does not add the underlying " +"modules as dependencies of the exported module." msgstr "" -"El mensaje en el *campo de información* solo puede aplicarse a los campos " -"*nuevos*. Si desea cambiar/aplicar un mensaje de información para un campo " -"específico, utilice la opción *Información de ayuda* en *Propiedades*." -#: ../../content/applications/productivity/studio/use_cases/views.rst:3 -msgid "Advanced Use Cases: Views" -msgstr "Casos de uso avanzados: Vistas" +#: ../../content/applications/productivity/studio/views.rst:3 +msgid "Views" +msgstr "Vistas" + +#: ../../content/applications/productivity/studio/views.rst:5 +msgid "" +"Views are the interface that allows displaying the data contained in a " +"model. One model can have several views, which are simply different ways to " +"show the same data. In Studio, views are organized into four categories: " +":ref:`general `, :ref:`multiple records " +"`, :ref:`timeline `, " +"and :ref:`reporting `." +msgstr "" -#: ../../content/applications/productivity/studio/use_cases/views.rst:5 +#: ../../content/applications/productivity/studio/views.rst:12 msgid "" -"**Case scenario 1: in Sales, show orders in a Kanban View instead of a List " -"View.**" +"To change the default view of a model, go to :menuselection:`Studio --> " +"Views --> Dropdown menu (⋮) --> Set as Default`." msgstr "" -"**Caso 1: mostrar las órdenes en vista de Kanban en vez de vista de lista en" -" la aplicación de Ventas.**" -#: ../../content/applications/productivity/studio/use_cases/views.rst:7 +#: ../../content/applications/productivity/studio/views.rst:16 msgid "" -"From the Sales page, access Studio and, under *Views*, set the *Kanban* " -"option as the default one." +"You can modify views by using the built-in XML editor. To do so, activate " +":ref:`Developer mode `, go to the view you want to edit, " +"select the :guilabel:`View` tab and then click on :guilabel:` XML`." msgstr "" -"Desde la página de Ventas, acceda a Studio y, en *Vistas*, establezca la " -"opción *Kanban* como la predeterminada." -#: ../../content/applications/productivity/studio/use_cases/views.rst:14 +#: ../../content/applications/productivity/studio/views.rst:21 msgid "" -"**Case scenario 2: allow for the list of leads to be edited inline without " -"having to switch to the form view.**" +"If you are editing a view using the XML editor, avoid making changes " +"directly to standard views and inherited views, as those would be reset and " +"would not be kept in case of an update or module upgrade. Always make sure " +"you select the right Studio inherited views. Indeed, when you modify a view " +"in Studio by drag-and-dropping a new field, a specific Studio inherited view" +" and its XPath, the latter which defines which part of the view is modified," +" are automatically generated." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:31 +msgid "General views" msgstr "" -"**Caso 2: permitir que la lista de leads se edite en línea sin tener que " -"cambiar a la vista de formulario.**" -#: ../../content/applications/productivity/studio/use_cases/views.rst:19 +#: ../../content/applications/productivity/studio/views.rst:34 +#: ../../content/applications/productivity/studio/views.rst:97 +#: ../../content/applications/productivity/studio/views.rst:195 +#: ../../content/applications/productivity/studio/views.rst:311 msgid "" -"On the *List View*, under *View* > *Editable*, choose between *New record on" -" top* or *New record at the bottom*. This way, besides defining the order in" -" which new records are displayed in the view, you are able to edit them." +"The settings described below are found under the view's :guilabel:`View` tab" +" unless specified otherwise." msgstr "" -"En la *vista de lista*, vaya a *Vista* > *Editable*, y elija entre *Nuevo " -"registro en la parte superior* o *Nuevo registro en la parte inferior*. De " -"este modo, además de definir el orden en que se muestran los nuevos " -"registros en la vista, podrá editarlos." -#: ../../content/applications/productivity/studio/use_cases/views.rst:21 +#: ../../content/applications/productivity/studio/views.rst:40 +msgid "Form" +msgstr "Formulario" + +#: ../../content/applications/productivity/studio/views.rst:42 +msgid "" +"The :guilabel:`Form` view is used when creating and editing records, such as" +" contacts, sales orders, products, etc." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:45 +msgid "" +"To structure a form, drag-and-drop the :guilabel:`Tabs and Columns` element " +"found under the :guilabel:`+ Add` tab." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:47 +#: ../../content/applications/productivity/studio/views.rst:132 +msgid "" +"To prevent users from creating, editing, or deleting records, untick " +":guilabel:`Can Create`, :guilabel:`Can Edit`, or :guilabel:`Can Delete`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:59 +msgid "Activity" +msgstr "Actividad" + +#: ../../content/applications/productivity/studio/views.rst:61 +msgid "" +"The :guilabel:`Activity` view is used to schedule and have an overview of " +"activities (emails, calls, etc.) linked to records." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:65 +msgid "This view can only be modified within Studio by editing the XML code." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:76 +msgid "Search" +msgstr "Búsqueda" + +#: ../../content/applications/productivity/studio/views.rst:78 +msgid "" +"The :guilabel:`Search` view is added on top of other views to filter, group," +" and search records." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:80 +msgid "" +"To add custom :guilabel:`Filters` and structure them using " +":guilabel:`Separators`, go to the :guilabel:`+ Add` tab and drag and drop " +"them under :guilabel:`Filters`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:82 +msgid "" +"To add an existing field under the search dropdown menu, go to the " +":guilabel:`+ Add` tab and drag-and-drop it under :guilabel:`Autocompletion " +"Fields`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:94 +msgid "Multiple records views" +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:103 +msgid "Kanban" +msgstr "Kanban" + +#: ../../content/applications/productivity/studio/views.rst:105 +msgid "" +"The :guilabel:`Kanban` view is often used to support business flows by " +"moving records across stages or as an alternative way to display records " +"inside *cards*." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:109 +msgid "" +"If the :guilabel:`Kanban` view exists, it is used by default to display data" +" on mobile devices instead of the :ref:`List view `." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:112 +msgid "" +"To prevent users from creating new records, untick :guilabel:`Can Create`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:113 +msgid "" +"To create records directly within the view, in a minimalistic form, enable " +":guilabel:`Quick Create`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:115 +msgid "" +"To change the way records are grouped by default, select a new group under " +":guilabel:`Default Group by`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:127 +msgid "List" +msgstr "Lista" + +#: ../../content/applications/productivity/studio/views.rst:129 +msgid "" +"The :guilabel:`List` view is used to overview many records at once, look for" +" records, and edit simple records." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:134 +msgid "" +"To create and edit records directly within the view, select either " +":guilabel:`New record on top` or :guilabel:`New record at the bottom` under " +":guilabel:`Editable`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:138 +msgid "" +"This prevents users from opening records in :ref:`Form view " +"` from the :guilabel:`List` view." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:141 +msgid "To edit several records at once, tick :guilabel:`Enable Mass Editing`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:142 +msgid "" +"To change the way records are sorted by default, select a field under " +":guilabel:`Sort By`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:145 +msgid "" +"To add a drag handle icon to reorder records manually, add an :ref:`Integer " +"field ` with the :guilabel:`Handle` " +"widget." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:161 +msgid "Map" +msgstr "Mapa" + +#: ../../content/applications/productivity/studio/views.rst:163 +msgid "" +"The :guilabel:`Map` view is used to display records on a map. For example, " +"it is used in the Field Service app to plan an itinerary between different " +"tasks." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:167 +msgid "" +"A :ref:`Many2One field ` linked to" +" the *Contact* model is required to activate the view, as the contact " +"address is used to position records on the map." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:170 +msgid "" +"To select which kind of contact should be used on the map, select it under " +":guilabel:`Contact Field`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:172 +msgid "" +"To hide the name or the address of the record, tick :guilabel:`Hide name` or" +" :guilabel:`Hide Address`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:174 +msgid "" +"To add information from other fields, select them under " +":guilabel:`Additional Fields`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:175 +msgid "" +"To have a route suggested between the different records, tick " +":guilabel:`Enable Routing` and select which field should be used to sort " +"records for the routing." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:187 +msgid "Timeline views" +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:190 +msgid "" +"When you first activate one of the timeline views, you need to select which " +":ref:`Date ` or :ref:`Date & Time " +"` fields on your model should be used" +" to define when the records start and stop in order to display them on the " +"view. You can modify the :guilabel:`Start Date Field` and :guilabel:`Stop " +"Date Field` after activating the view." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:201 +msgid "Calendar" +msgstr "Calendario" + +#: ../../content/applications/productivity/studio/views.rst:203 +msgid "" +"The :guilabel:`Calendar` view is used to overview and manage records inside " +"a calendar." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:205 +msgid "" +"To create records directly within the view instead of opening the :ref:`Form" +" view `, enable :guilabel:`Quick Create`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:209 +msgid "" +"This only works on specific models that can be *quick-created* using only a " +"*name*. However, most models do not support quick creation and open the " +":guilabel:`Form` view to fill in the required fields." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:213 +msgid "" +"To color records on the calendar, select a field under :guilabel:`Color`. " +"All the records sharing the same value for that field are displayed using " +"the same color." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:217 +msgid "" +"As the number of colors is limited, the same color can end up being assigned" +" to different values." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:220 +msgid "" +"To display events lasting the whole day at the top of the calendar, select a" +" :ref:`Checkbox field ` that specifies" +" if the event lasts the whole day." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:223 +msgid "" +"To choose the default time scale used to display events, select " +":guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, or :guilabel:`Year` " +"under :guilabel:`Default Display Mode`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:227 +msgid "" +"You can also use :guilabel:`Delay Field` to display the duration of the " +"event in hours by selecting a :ref:`Decimal ` or :ref:`Integer ` " +"field on the model which specifies the duration of the event. However, if " +"you set an :guilabel:`End Date Field`, the :guilabel:`Delay Field` will not " +"be taken into account." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:242 +msgid "Cohort" +msgstr "Cohorte" + +#: ../../content/applications/productivity/studio/views.rst:244 +msgid "" +"The :guilabel:`Cohort` view is used to examine the life cycle of records " +"over a time period. For example, it is used in the Subscriptions app to view" +" the subscriptions' retention rate." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:247 +msgid "" +"To display a measure (i.e., the aggregated value of a given field) by " +"default on the view, select a :guilabel:`Measure Field`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:249 +msgid "" +"To choose which time interval is used by default to group results, select " +":guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, or :guilabel:`Year` " +"under :guilabel:`Interval`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:251 +msgid "" +"To change the cohort :guilabel:`Mode`, select either :guilabel:`Retention` " +":dfn:`the percentage of records staying over a period of time, it starts at " +"100% and decreases with time` or :guilabel:`Churn` :dfn:`the percentage of " +"records moving out over a period of time - it starts at 0% and increases " +"with time`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:255 +msgid "" +"To change the way the :guilabel:`Timeline` (i.e., the columns) progresses, " +"select either :guilabel:`Forward` (from 0 to +15) or :guilabel:`Backward` " +"(from -15 to 0). For most purposes, the :guilabel:`Forward` timeline is " +"used." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:268 +msgid "Gantt" +msgstr "Gantt" + +#: ../../content/applications/productivity/studio/views.rst:270 +msgid "" +"The :guilabel:`Gantt` view is used to forecast and examine the overall " +"progress of records. Records are represented by a bar under a time scale." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:273 +msgid "" +"To prevent users from creating or editing records, untick :guilabel:`Can " +"Create` or :guilabel:`Can Edit`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:275 +msgid "" +"To fill cells in gray whenever a record should not be created there (e.g., " +"on weekends for employees), tick :guilabel:`Display Unavailability`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:279 +msgid "" +"The underlying model must support this feature, and support for it cannot be" +" added using Studio. It is supported for the Project, Time Off, Planning, " +"and Manufacturing apps." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:282 +msgid "To show a total row at the bottom, tick :guilabel:`Display Total row`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:283 +msgid "" +"To collapse multiple records in a single row, tick :guilabel:`Collapse First" +" Level`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:284 +msgid "" +"To choose which way records are grouped by default on rows (e.g., per " +"employee or project), select a field under :guilabel:`Default Group by`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:286 +msgid "" +"To define a default time scale to view records, select :guilabel:`Day`, " +":guilabel:`Week`, :guilabel:`Month`, or :guilabel:`Year` under " +":guilabel:`Default Scale`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:288 +msgid "" +"To color records on the view, select a field under :guilabel:`Color`. All " +"the records sharing the same value for that field are displayed using the " +"same color." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:292 +msgid "" +"As the number of colors is limited, the same color can be assigned to " +"different values." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:294 +msgid "" +"To specify with which degree of precision each time scale should be divided " +"by, select :guilabel:`Quarter Hour`, :guilabel:`Half Hour`, or " +":guilabel:`Hour` under :guilabel:`Day Precision`, :guilabel:`Half Day` or " +":guilabel:`Day` under :guilabel:`Week Precision`, and :guilabel:`Month " +"Precision`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:308 +msgid "Reporting views" +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:317 +msgid "Pivot" +msgstr "Pivote" + +#: ../../content/applications/productivity/studio/views.rst:319 +msgid "" +"The :guilabel:`Pivot` view is used to explore and analyze the data contained" +" in records in an interactive manner. It is especially useful to aggregate " +"numeric data, create categories, and drill down the data by expanding and " +"collapsing different levels of data." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:323 +msgid "" +"To access all records whose data is aggregated under a cell, tick " +":guilabel:`Access records from cell`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:325 +msgid "" +"To divide the data into different categories, select field(s) under " +":guilabel:`Column grouping`, :guilabel:`Row grouping - First level`, or " +":guilabel:`Row grouping - Second level`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:327 +msgid "" +"To add different types of data to be measured using the view, select a field" +" under :guilabel:`Measures`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:329 +msgid "" +"To display a count of records that made up the aggregated data in a cell, " +"tick :guilabel:`Display count`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:341 +msgid "Graph" +msgstr "Gráfico" + +#: ../../content/applications/productivity/studio/views.rst:343 +msgid "" +"The :guilabel:`Graph` view is used to showcase data from records in a bar, " +"line, or pie chart." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:345 +msgid "" +"To change the default chart, select :guilabel:`Bar`, :guilabel:`Line`, or " +":guilabel:`Pie` under :guilabel:`Type`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:347 +msgid "" +"To choose a default data dimension (category), select a field under " +":guilabel:`First dimension` and, if needed, another under :guilabel:`Second " +"dimension`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:349 +msgid "" +"To select a default type of data to be measured using the view, select a " +"field under :guilabel:`Measure`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:351 +msgid "" +"*For Bar and Line charts only*: To sort the different data categories by " +"their value, select :guilabel:`Ascending` (from lowest to highest value) or " +":guilabel:`Descending` (from highest to lowest) under :guilabel:`Sorting`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:354 +msgid "" +"*For Bar and Pie charts only*: To access all records whose data is " +"aggregated under a data category on the chart, tick :guilabel:`Access " +"records from graph`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:356 +msgid "" +"*For Bar charts only*: When using two data dimensions (categories), display " +"the two columns on top of each other by default by ticking " +":guilabel:`Stacked graph`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:368 +msgid "Dashboard" +msgstr "Tablero" + +#: ../../content/applications/productivity/studio/views.rst:370 msgid "" -"If the field is left blank, no editing is possible and records are shown " -"based on your column preferences on the lead's page (front-end)." +"The :guilabel:`Dashboard` view is used to display multiple reporting views " +"and key performance indicators. Which elements are displayed on the view " +"depends on the configuration of the other reporting views." msgstr "" -"Si se deja el campo en blanco, no será posible editarlo y los registros se " -"mostrarán según sus preferencias de columna en la página del lead " -"(frontend)." diff --git a/locale/fr/LC_MESSAGES/finance.po b/locale/fr/LC_MESSAGES/finance.po index 362cfe67a..4070c7acd 100644 --- a/locale/fr/LC_MESSAGES/finance.po +++ b/locale/fr/LC_MESSAGES/finance.po @@ -42,17 +42,17 @@ # Khadija Mbazaa , 2022 # jb78180 , 2022 # Jérôme Tanché , 2022 -# Martin Trigaux, 2022 # Cécile Collart , 2022 +# Martin Trigaux, 2022 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-07-22 09:36+0000\n" +"POT-Creation-Date: 2022-09-01 15:11+0000\n" "PO-Revision-Date: 2021-11-02 08:47+0000\n" -"Last-Translator: Cécile Collart , 2022\n" +"Last-Translator: Martin Trigaux, 2022\n" "Language-Team: French (https://www.transifex.com/odoo/teams/41243/fr/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -332,13 +332,13 @@ msgstr "" #: ../../content/applications/finance/accounting/bank/misc/interbank.rst:14 #: ../../content/applications/finance/accounting/bank/reconciliation/reconciliation_models.rst:69 #: ../../content/applications/finance/accounting/bank/reconciliation/use_cases.rst:16 -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:22 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:16 #: ../../content/applications/finance/accounting/bank/setup/manage_cash_register.rst:9 #: ../../content/applications/finance/accounting/bank/setup/outstanding_accounts.rst:20 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:32 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:29 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:290 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:331 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:332 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:34 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/germany.rst:58 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/italy.rst:18 @@ -357,8 +357,9 @@ msgstr "" #: ../../content/applications/finance/accounting/payables/supplier_bills/invoice_digitization.rst:22 #: ../../content/applications/finance/accounting/payables/supplier_bills/manage.rst:31 #: ../../content/applications/finance/accounting/receivables/customer_invoices/cash_rounding.rst:14 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:55 #: ../../content/applications/finance/accounting/receivables/customer_invoices/epc_qr_code.rst:20 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:42 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:46 #: ../../content/applications/finance/accounting/receivables/customer_payments/batch.rst:15 #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:20 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:39 @@ -2109,230 +2110,167 @@ msgstr "" "`_" #: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:3 -msgid "Manage a bank in a foreign currency" -msgstr "Gérer une banque en devise étrangère" +msgid "Manage a bank account in a foreign currency" +msgstr "" #: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:5 msgid "" "In Odoo, every transaction is recorded in the default currency of the " -"company. Reports are all based on the currency of the company. But for " -"transactions occurring in another currency, Odoo stores both the value in " -"the currency of the company and the value in the currency of the " -"transaction." +"company, and reports are all based on that default currency. When you have a" +" bank account in a foreign currency, for every transaction, Odoo stores two " +"values:" msgstr "" -"Dans Odoo, chaque transaction est enregistrée dans la devise par défaut de " -"la société. Les rapports sont tous basés sur la devise de la société. Mais " -"pour les transactions qui se produisent dans une autre devise, Odoo " -"enregistre en plus la valeur dans la devise de la transaction." -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:11 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:9 +msgid "The debit/credit in the currency of the *company*;" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:10 +msgid "The debit/credit in the currency of the *bank account*." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:12 msgid "" -"When you have a bank account in a foreign currencies, for every transaction," -" Odoo stores two values:" +"Currency rates are updated automatically using the web services of a banking" +" institution. By default, Odoo uses the European Central Bank's web services" +" but other options are available." msgstr "" -"Lorsque vous avez un compte bancaire dans une monnaie étrangère, pour chaque" -" transaction, Odoo stocke deux valeurs :" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:14 -msgid "The debit/credit in the currency of the company" -msgstr "Le débit/crédit dans la devise de la société" +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:19 +msgid "Activate multi-currencies" +msgstr "" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:16 -msgid "The debit/credit in the currency of the bank account" -msgstr "Le débit/crédit dans la devise du compte bancaire" - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:18 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:21 msgid "" -"Currency rates are updated automatically using yahoo.com, or the European " -"Central bank web-services." +"To work with multiple currencies, go to :menuselection:`Accounting --> " +"Configuration --> Settings --> Currencies` and tick :guilabel:`Multi-" +"Currencies`. Under :guilabel:`Post Exchange difference entries in:`, provide" +" a :guilabel:`Journal`, a :guilabel:`Gain Account`, a :guilabel:`Loss " +"Account`, and then click on :guilabel:`Save`." msgstr "" -"Les taux de change sont mis à jour automatiquement en utilisant yahoo.com ou" -" les web-services de la banque centrale européenne." - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:25 -msgid "Activate the multi-currency feature" -msgstr "Activez l'environnement multidevises" #: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:27 -msgid "" -"In order to allow your company to work with multiple currencies, you should " -"activate the multi-currency mode. In the accounting application, go into " -":menuselection:`Configuration --> Settings --> Accounting & Finance " -"Features` make sure the **Allow Multi-currencies** box is ticked. Provide a " -"**Currency Exchange Gain / Loss** account, then click on **Apply**." -msgstr "" -"Afin de permettre à votre entreprise de travailler avec plusieurs devises, " -"vous devez activer le mode multidevises. Dans l'application de comptabilité," -" allez dans :menuselection:`Configuration --> Configuration --> Comptabilité" -" & Finance` vérifiez que la case **Autoriser devises multiples** est cochée." -" Fournissez un **Journal des différences de taux**, puis cliquez sur " -"**Appliquer**." - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:34 msgid "Configure currencies" msgstr "Configurer des devises" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:36 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:29 msgid "" -"Once the Odoo is configured to support multiple currencies, you should " -"activate the currencies you plan to work with. To do that, go to the menu " -":menuselection:`Configuration --> Currencies`. All the currencies are " -"created by default, but you should activate the ones you plan to support (to" -" activate a currency, check its \"Active\" field)." +"Once Odoo is configured to support multiple currencies, they are all created" +" by default, but not necessarily active. To activate the new currencies, " +"click on :guilabel:`Activate Other Currencies` under the :guilabel:`Multi-" +"Currencies` setting or go to :menuselection:`Accounting --> Configuration " +"--> Accounting: Currencies`." msgstr "" -"Une fois qu'Odoo est configuré pour supporter plusieurs devises, vous devez " -"activer les devises avec lesquelles vous comptez travailler. Pour ce faire, " -"allez au menu :menuselection:`Configuration --> Devises`. Toutes les devises" -" sont créées par défaut, mais vous devez activer celles que vous allez " -"utiliser (pour activer une monnaie, cochez son champ \"Activé\")." -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:42 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:34 msgid "" -"After having activated the currencies, you can configure the parameters to " -"automate the currency rate update. These options are also in the settings of" -" the Accounting application, in the bottom of the page:" +"When the currencies are activated, you can choose to **automate** the " +"currency rate update, or leave it on **manual**. To configure the rate " +"update, go back to :menuselection:`Accounting --> Configuration --> Settings" +" --> Currencies`, check :guilabel:`Automatic Currency Rates`, set " +":guilabel:`Interval` to your desired frequency, and then click on " +":guilabel:`Save`. You also have the option to choose the :guilabel:`Service`" +" you wish to obtain currency rates from." msgstr "" -"After having activated the currencies, you can configure the parameters to " -"automate the currency rate update. These options are also in the settings of" -" the Accounting application, in the bottom of the page:" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:49 -msgid "Click on the **Update Now** link to update the currency rates now." +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:40 +msgid "" +"Click on the Update now button (:guilabel:`🗘`) besides the :guilabel:`Next " +"Run` field to update the currency rates manually." msgstr "" -"Cliquez sur le lien **Mettre à jour immédiatement** pour mettre à jour les " -"taux de change maintenant." -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:52 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:44 msgid "Create a new bank account" msgstr "Créer un nouveau compte bancaire" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:54 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:46 msgid "" -"In the accounting application, we first go to :menuselection:`Configuration " -"--> Accounting / Bank account`, and we create a new one." +"In the accounting application, go to :menuselection:`Accounting --> " +"Configuration --> Journals` and create a new one. Enter a :guilabel:`Journal" +" Name` and set the :guilabel:`Type` to `Bank`. In the :guilabel:`Journal " +"Entries` tab, enter a **short code**, a **currency**, and then finally click" +" on the :guilabel:`Bank Account` field to create a new account. In the pop-" +"up window of the account creation, enter a name, a code (ex.: 550007), set " +"its type to `Bank and Cash`, set a currency type, and save. When you are " +"back on the **journal**, click on the :guilabel:`Account Number` field, and " +"in the pop-up window, fill out the :guilabel:`Account Number`, " +":guilabel:`Bank` of your account, and save." msgstr "" -"Dans l'application de Comptabilité, nous allons d'abord à " -":menuselection:`Configuration --> Comptabilité --> Comptes bancaires`, et " -"nous en créons un nouveau." -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:60 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:59 msgid "" -"Once you save this bank account, Odoo will create all the documents for you:" +"Upon creation of the journal, Odoo automatically links the bank account to " +"the journal. It can be found under :menuselection:`Accounting --> " +"Configuration --> Accounting: Chart of Accounts`." msgstr "" -"Une fois que ce compte bancaire est enregistré, Odoo va créer tous les " -"documents pour vous :" #: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:63 -msgid "An account in the trial balance" -msgstr "Un compte dans la balance générale" +msgid "Vendor bill in a foreign currency" +msgstr "" #: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:65 -msgid "A journal in your dashboard" -msgstr "Un journal dans votre tableau de bord" - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:67 msgid "" -"Information about the bank account in the footer of your invoices if checked" -" the box **Show in Invoices Footer**" +"To pay a bill in a foreign currency, simply select the currency next to the " +":guilabel:`Journal` field and register the payment. Odoo automatically " +"creates and posts the foreign **exchange gain or loss** as a new journal " +"entry." msgstr "" -"Des informations sur le compte bancaire dans le pied de page de vos factures" -" si vous avez coché la case **Afficher dans le pied des factures**" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:71 -msgid "Example: A vendor bill in a foreign currency" -msgstr "Exemple : une facture fournisseur dans une monnaie étrangère" - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:73 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:74 msgid "" -"Based on the above example, let's assume we receive the following bill from " -"a supplier in China." +"Note that you can pay a foreign bill with another currency. In that case, " +"Odoo automatically converts between the two currencies." msgstr "" -"Based on the above example, let's assume we receive the following bill from " -"a supplier in China." -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:76 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:78 +msgid "Unrealized Currency Gains/Losses Report" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:80 msgid "" -"In the :menuselection:`Purchase --> Vendor Bills` , this is what you could " -"see:" +"This report gives an overview of all unrealized amounts in a foreign " +"currency on your balance sheet, and allows you to adjust an entry or " +"manually set an exchange rate. To access this report, go to " +":menuselection:`Reporting --> Management: Unrealized Currency Gains/Losses`." +" From here, you have access to all open entries in your **balance sheet**." msgstr "" -"In the :menuselection:`Purchase --> Vendor Bills` , this is what you could " -"see:" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:81 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:89 msgid "" -"Once you are ready to pay this bill, click on register payment on the bill " -"to record a payment." +"If you wish to use a different currency rate than the one set in " +":menuselection:`Accounting --> Configuration --> Settings --> Currencies`, " +"click the :guilabel:`Exchange Rates` button and change the rate of the " +"foreign currencies in the report." msgstr "" -"Quand vous êtes prêt à payer cette facture, cliquez sur Enregistrer un " -"paiement sur a facture pour enregistrer un paiement." -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:87 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:97 msgid "" -"That's all you have to do. Odoo will automatically post the foreign exchange" -" gain or loss at the reconciliation of the payment with the invoice, " -"depending if the currency rate increased or decreased between the invoice " -"and the payment date." +"When manually changing **exchange rates**, a yellow banner appears allowing " +"you to reset back to Odoo's rate. To do so, simply click on :guilabel:`Reset" +" to Odoo's Rate`." msgstr "" -"C'est tout ce que vous avez à faire. Odoo va automatiquement enregistrer le " -"gain ou la perte de change lors du lettrage du paiement de la facture, selon" -" que le taux de change a augmenté ou diminué entre la facture et la date de " -"paiement." -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:92 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:104 msgid "" -"Note that you can pay a foreign bill with another currency. In such a case, " -"Odoo will automatically convert between the two currencies." +"In order to update your **balance sheet** with the amount of the " +":guilabel:`adjustment` column, click on the :guilabel:`Adjustment Entry` " +"button. In the pop-up window, select a :guilabel:`Journal`, " +":guilabel:`Expense Account` and :guilabel:`Income Account` to calculate and " +"process the **unrealized gains and losses**." msgstr "" -"Notez que vous pouvez payer une facture étrangère avec une autre monnaie. " -"Dans ce cas, Odoo convertira automatiquement entre les deux monnaies." - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:96 -msgid "Customers Statements" -msgstr "Relevés Clients" - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:98 -msgid "" -"Customers and vendor statements are managed in the currency of the invoice. " -"So, the amount due by your customer (to your vendor) is always expressed in " -"the currency of the invoice." -msgstr "" -"Les relevés clients et fournisseurs sont gérés dans la monnaie de la " -"facture. Ainsi, le montant dû par le client (à votre fournisseur) est " -"toujours exprimée dans la monnaie de la facture." - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:102 -msgid "" -"If you have several invoices with different currencies for the same " -"customer, Odoo will split the customer statement by currency, as shown in " -"the report below." -msgstr "" -"Si vous avez plusieurs factures avec des devises différentes pour le même " -"client, Odoo va diviser le relevé client par devise, comme dans le rapport " -"ci-dessous." #: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:109 msgid "" -"In the above report, the account receivable associated to Camptocamp is not " -"managed in a secondary currency, which means that it keeps every transaction" -" in its own currency. If you prefer, you can set the account receivable for " -"this customer in a secondary currency and all its debts will automatically " -"be converted to this currency." +"You can set the date of the report in the :guilabel:`Date` field. Odoo " +"automatically reverses the booking entry to the date set in " +":guilabel:`Reversal Date`." msgstr "" -"Dans le rapport ci-dessus, le compte client associé à Camptocamp n'est pas " -"géré dans une devise secondaire, ce qui signifie qu'il conserve chaque " -"transaction dans sa propre devise. Si vous préférez, vous pouvez définir le " -"compte client de ce client dans une devise secondaire et toutes ses dettes " -"seront automatiquement converties dans cette devise." -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:115 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:112 msgid "" -"In such a case, the customer statement always has only one currency. In " -"general, this is not what the customer expect as he prefers to see the " -"amounts in the currency of the invoices he received;" +"Once posted, the :guilabel:`adjustment` column should indicate `0.00`, " +"meaning all **unrealized gains/losses** have been adjusted." msgstr "" -"Dans ce cas, la relevé client ne sera établi que dans une seule monnaie. En " -"général, ce n'est pas ce que le client attend car il préfère voir les " -"montants dans la devise des factures qu'il a reçues;" #: ../../content/applications/finance/accounting/bank/setup/manage_cash_register.rst:3 msgid "Manage a cash register" @@ -3594,7 +3532,7 @@ msgstr "" "tout problème de synchronisation des séquences entre Odoo et AFIP." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:515 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:651 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:653 #: ../../content/applications/finance/accounting/others/multicurrencies/invoices_payments.rst:64 msgid "Vendor Bills" msgstr "Factures fournisseurs" @@ -3959,11 +3897,9 @@ msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:26 msgid "" -"**l10n_cl_reports:** Adds the reports Propuesta F29 y Balance Tributario (8" -" columnas)." +"**l10n_cl_reports:** Adds the reports Propuesta F29 y Balance Tributario (8 " +"columnas)." msgstr "" -"**l10n_cl_reports:** Ajoute les rapports Propuesta F29 y Balance Tributario " -"(8 columnas)." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:32 msgid "Install the Chilean localization modules" @@ -4090,40 +4026,28 @@ msgstr "Certificat" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:103 msgid "" "In order to generate the electronic invoice signature, a digital certificate" -" with the extension ``.pfx`` is required, proceed to this section and load " +" with the extension ``pfx`` is required, proceed to this section and load " "your file and password." msgstr "" -"Afin de générer la signature électronique de la facture, un certificat " -"numérique avec l'extension ``.pfx`` est nécessaire, passez à cette section " -"et chargez votre fichier et votre mot de passe." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:114 msgid "" "A certificate can be shared between several users. If this is the case leave" " the user field empty, so all your billing users can use the same one. On " -"the other hand, if you need to restrict the certificate for a particular " +"the other hand, if you need to restrict the certificate for a particular " "user, just define the users in the certificate." msgstr "" -"Un certificat peut être partagé entre plusieurs utilisateurs. Si c'est le " -"cas, laissez le champ utilisateur vide, afin que tous vos utilisateurs de " -"facturation puissent utiliser le même. D'autre part, si vous devez " -"restreindre le certificat à un utilisateur particulier, définissez " -"simplement les utilisateurs dans le certificat." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:119 msgid "" "In some cases, depending on the certificate format, it is possible that the " "field Subject Serial Number is not loaded automatically. If this is the " -"case, you can manually edit this field by filling it with the Certificate’s " +"case, you can manually edit this field by filling it with the Certificate's " "legal representative RUT." msgstr "" -"Dans certains cas, en fonction du format du certificat, il est possible que " -"le champ Numéro de série du sujet ne soit pas chargé automatiquement. Si " -"c'est le cas, vous pouvez éditer manuellement ce champ en le remplissant " -"avec le RUT du représentant légal du certificat." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:124 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:702 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:871 msgid "Financial Reports" msgstr "Rapports financiers" @@ -4289,15 +4213,11 @@ msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:233 msgid "" -"Each document type can have a unique sequence per company. As part of the " +"Each document type can have a unique sequence per company. As part of the " "localization, the Document Type includes the country on which the document " "is applicable and the data is created automatically when the localization " "module is installed." msgstr "" -"Chaque type de document peut avoir une séquence unique par entreprise. Dans " -"le cadre de la localisation, le type de document inclut le pays sur lequel " -"le document est applicable et les données sont créées automatiquement " -"lorsque le module de localisation est installé." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:253 msgid "" @@ -4405,7 +4325,7 @@ msgid "" "By default, all the sales journals created will use documents." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:308 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:307 msgid "" "For the Chilean localization, it is important to define the default Debit " "and Credit accounts as they are required for one of the debit notes use " @@ -4415,11 +4335,11 @@ msgstr "" "débit et de crédit par défaut car ils sont requis pour l'un des cas " "d'utilisation des notes de débit." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:312 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:313 msgid "CAF" msgstr "CAF" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:314 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:315 msgid "" "A CAF (Folio Authorization Code) is required, for each document type that is" " issued to your customers, the CAF is a file the SII provides to the Emisor " @@ -4430,7 +4350,7 @@ msgstr "" " fournit à l'Emisor avec le folio/la séquence autorisé(e) pour les documents" " de facturation électronique." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:318 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:319 msgid "" "Your company can make several requests for folios and obtain several CAFs, " "each one associated with different ranges of folios. The CAFs are shared " @@ -4443,16 +4363,14 @@ msgstr "" "d'un seul CAF actif par type de document et qu'il sera appliqué sur tous les" " journaux." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:322 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:323 msgid "" -"Please refer to the SII documentation to check the detail on how to acquire " -"the CAF: `SII Timbraje `_." +"Please refer to the `SII documentation " +"`_ to check the detail on how to" +" acquire the CAF." msgstr "" -"Veuillez vous référer à la documentation SII pour vérifier les détails sur " -"la façon d'acquérir le CAF: `SII Timbraje " -"`_." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:326 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:327 msgid "" "The CAFs required by the SII are different from Production to Test " "(Certification mode). Make sure you have the correct CAF set depending on " @@ -4462,7 +4380,7 @@ msgstr "" "Certification). Assurez-vous que vous disposez du bon CAF en fonction de " "votre environnement." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:333 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:334 msgid "" "Once you have the CAF files you need to associate them with a document type " "in Odoo, in order to add a CAF, just follow these steps:" @@ -4470,19 +4388,19 @@ msgstr "" "Une fois que vous avez les fichiers CAF, vous devez les associer à un type " "de document dans Odoo, afin d'ajouter un CAF, suivez simplement ces étapes :" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:336 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:337 msgid "Access to :menuselection:`Accounting --> Settings --> CAF`" msgstr "Accédez à :menuselection:`Comptabilité --> Paramètres --> CAF`" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:337 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:338 msgid "Upload the file." msgstr "Téléchargez le fichier." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:338 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:339 msgid "Save the CAF." msgstr "Sauver le CAF." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:344 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:345 msgid "" "Once loaded, the status changes to *In Use*. At this moment, when a " "transaction is used for this document type, the invoice number takes the " @@ -4492,7 +4410,7 @@ msgstr "" "transaction est utilisée pour ce type de document, le numéro de facture " "prend le premier folio de la séquence." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:348 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:349 msgid "" "In case you have used some folios in your previous system, make sure you set" " the next valid folio when the first transaction is created." @@ -4501,15 +4419,15 @@ msgstr "" " définir le prochain folio valide lors de la création de la première " "transaction." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:354 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:355 msgid "Usage and Testing" msgstr "Utilisation et test" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:357 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:358 msgid "Electronic Invoice Workflow" msgstr "Flux de travail pour les factures électroniques" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:359 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:360 msgid "" "In the Chilean localization the electronic Invoice workflow covers the " "Emission of Customer Invoices and the reception of Vendor Bills, in the next" @@ -4522,11 +4440,11 @@ msgstr "" "les informations sont transmises au SII et entre les clients et les " "vendeurs." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:369 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:370 msgid "Customer invoice Emission" msgstr "Emission de la facture client" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:371 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:372 msgid "" "After the partners and journals are created and configured, the invoices are" " created in the standard way, for Chile one of the differentiators is the " @@ -4537,11 +4455,11 @@ msgstr "" "différenciateurs est le type de document qui est sélectionné automatiquement" " en fonction du contribuable." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:375 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:376 msgid "You can manually change the document type if needed." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:382 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:383 msgid "" "Documents type 33: Electronic Invoice must have at least one item with tax, " "otherwise the SII rejects the document validation." @@ -4549,28 +4467,31 @@ msgstr "" "Documents de type 33 : La facture électronique doit comporter au moins un " "article avec taxe, sinon le SII rejette la validation du document." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:386 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:389 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:813 msgid "Validation and DTE Status" msgstr "Validation et état DTE" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:388 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:391 msgid "" "When all the invoice information is filled, either manually or automatically" -" when it’s created from a sales order, proceed to validate the invoice. " +" when it's created from a sales order, proceed to validate the invoice. " "After the invoice is posted:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:391 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:394 msgid "" "The DTE File (Electronic Tax Document) is created automatically and added in" " the chatter." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:392 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:395 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:759 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:823 msgid "The DTE SII status is set as: Pending to be sent." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:398 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:401 msgid "" "The DTE Status is updated automatically by Odoo with a scheduled action that" " runs every day at night, if you need to get the response from the SII " @@ -4578,7 +4499,7 @@ msgid "" "follows:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:407 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:410 msgid "" "In the first step the DTE is sent to the SII, you can manually send it using" " the button: Enviar Ahora, a SII Tack number is generated and assigned to " @@ -4586,38 +4507,38 @@ msgid "" "by email. The DTE status is updated to Ask for Status." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:412 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:415 msgid "" "Once the SII response is received Odoo updates the DTE Status, in case you " "want to do it manually just click on the button: Verify on SII. The result " "can either be Accepted, Accepted With Objection or Rejected." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:421 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:424 msgid "" "There are several internal status in the SII before you get Acceptance or " -"Rejection, in case you click continuously the Button Verify in SII, you " -"will receive in the chatter the detail of those intermediate statuses:" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:429 -msgid "The final response from the SII, can take on of these values:" +"Rejection, in case you click continuously the Button Verify in SII, you will" +" receive in the chatter the detail of those intermediate statuses:" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:432 -msgid "" -"**Accepted:** Indicates the invoice information is correct, our document is " -"now fiscally valid and it’s automatically sent to the customer." +msgid "The final response from the SII, can take on of these values:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:435 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:434 +msgid "" +"**Accepted:** Indicates the invoice information is correct, our document is " +"now fiscally valid and it's automatically sent to the customer." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:437 msgid "" "**Accepted with objections:** Indicates the invoice information is correct " "but a minor issue was identified, nevertheless our document is now fiscally " -"valid and it’s automatically sent to the customer." +"valid and it's automatically sent to the customer." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:443 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:445 msgid "" "**Rejected:** Indicates the information in the invoice is incorrect and " "needs to be corrected, the detail of the issue is received in the emails you" @@ -4625,28 +4546,28 @@ msgid "" "are also retrieved in the chatter once the email server is processed." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:448 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:450 msgid "If the invoice is Rejected please follow this steps:" msgstr "Si la facture est rejetée, veuillez suivre ces étapes :" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:450 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:452 msgid "Change the document to draft." msgstr "Changer le document en brouillon." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:451 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:453 msgid "" "Make the required corrections based on the message received from the SII." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:452 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:454 msgid "Post the invoice again." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:460 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:462 msgid "Crossed references" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:462 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:464 msgid "" "When the Invoice is created as a result of another fiscal document, the " "information related to the originator document must be registered in the Tab" @@ -4655,42 +4576,42 @@ msgid "" "credit and debit notes, they are set automatically by Odoo:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:472 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:474 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:450 msgid "Invoice PDF Report" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:474 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:476 msgid "" "Once the invoice is accepted and validated by the SII and the PDF is " "printed, it includes the fiscal elements that indicate that the document is " "fiscally valid:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:482 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:484 msgid "" "If you are hosted in Odoo SH or On-Premise, you should manually install the " "``pdf417gen`` library. Use the following command to install it: ``pip " "install pdf417gen``." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:486 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:488 msgid "Commercial Validation" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:488 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:490 msgid "Once the invoice has been sent to the customer:" msgstr "Une fois que la facture a été envoyée au client :" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:490 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:492 msgid "DTE partner status changes to “Sent”." msgstr "L'état du partenaire DTE passe à “Envoyé”." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:491 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:493 msgid "The customer must send a reception confirmation email." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:492 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:494 msgid "" "Subsequently, if all the commercial terms and invoice data are correct, they" " will send the Acceptance confirmation, otherwise they send a Claim." @@ -4699,38 +4620,38 @@ msgstr "" "facturation sont correctes, ils enverront la confirmation d'acceptation, " "sinon ils enverront une réclamation." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:494 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:496 msgid "The field DTE acceptation status is updated automatically." msgstr "Le champ Statut d'acceptation DTE est mis à jour automatiquement." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:502 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:504 msgid "Processed for Claimed invoices" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:504 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:506 msgid "" "Once the invoice has been Accepted by the SII **it can not be cancelled in " -"Odoo**. In case you get a Claim for your customer the correct way to " -"proceed is with a Credit Note to either cancel the Invoice or correct it. " -"Please refer to the Credit Notes section for more details." +"Odoo**. In case you get a Claim for your customer the correct way to proceed" +" is with a Credit Note to either cancel the Invoice or correct it. Please " +"refer to the :ref:`chile/credit-notes` section for more details." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:513 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:515 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:426 msgid "Common Errors" msgstr "Erreurs courantes" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:515 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:517 msgid "" "There are multiple reasons behind a rejection from the SII, but these are " "some of the common errors you might have and which is the related solution." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:518 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:520 msgid "Error: ``RECHAZO- DTE Sin Comuna Origen.``" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:520 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:522 msgid "" "*Hint:* Make sure the Company Address is properly filled including the State" " and City." @@ -4738,40 +4659,40 @@ msgstr "" "*Astuce:* Assurez-vous que l'adresse de la société est correctement remplie," " y compris l'état et la ville." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:522 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:524 msgid "Error en Monto: ``- IVA debe declararse.``" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:524 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:528 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:526 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:530 msgid "" "*Hint:* The invoice lines should include one VAT tax, make sure you add one " "on each invoice line." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:526 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:528 msgid "Error: ``Rut No Autorizado a Firmar.``" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:530 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:532 msgid "" "Error: ``Fecha/Número Resolucion Invalido RECHAZO- CAF Vencido : " "(Firma_DTE[AAAA-MM-DD] - CAF[AAAA-MM-DD]) > 6 meses.``" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:533 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:535 msgid "" -"*Hint:* Try to add a new CAF related to this document as the one you’re " +"*Hint:* Try to add a new CAF related to this document as the one you're " "using is expired." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:535 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:537 msgid "" "Error: ``Element '{http://www.sii.cl/SiiDte%7DRutReceptor': This element is " "not expected. Expected is ( {http://www.sii.cl/SiiDte%7DRutEnvia ).``" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:538 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:540 msgid "" "*Hint:* Make sure the field Document Type and VAT are set either in the " "Customer and in the main company." @@ -4779,11 +4700,11 @@ msgstr "" "*Astuce:* Assurez-vous que les champs Type de document et TVA sont définis " "dans le client et dans la société principale." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:541 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:543 msgid "GLOSA: ``Usuario sin permiso de envio.``" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:543 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:545 msgid "" "*Hint:* This error indicates that most likely, your company has not passed " "the `Certification process " @@ -4793,12 +4714,12 @@ msgid "" "not part of the the Odoo services, but we can give you some alternatives." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:552 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:554 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:556 msgid "Credit Notes" msgstr "Avoirs" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:554 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:556 msgid "" "When a cancellation or correction is needed over a validated invoice, a " "credit note must be generated. It is important to consider that a CAF file " @@ -4810,33 +4731,33 @@ msgstr "" "fichier CAF est requis pour la note de crédit, qui est identifié comme le " "document 64 dans le SII." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:563 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:566 msgid "" -"Refer to the CAF section where we described the process to load the CAF on " -"each document type." +"Refer to the :ref:`CAF section ` where we described" +" the process to load the CAF on each document type." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:567 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:619 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:570 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:622 msgid "Use Cases" msgstr "Cas d'utilisation" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:570 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:573 msgid "Cancel Referenced document" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:572 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:575 msgid "" -"In case you need to cancel or invalid an Invoice, use the button Add Credit" -" note and select Full Refund, in this case the SII reference Code is " +"In case you need to cancel or invalid an Invoice, use the button Add Credit " +"note and select Full Refund, in this case the SII reference Code is " "automatically set to: Anula Documento de referencia." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:580 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:583 msgid "Corrects Referenced Document Text" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:582 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:585 msgid "" "If a correction in the invoice information is required, for example the " "Street Name, use the button Add Credit note,select Partial Refund and select" @@ -4844,23 +4765,23 @@ msgid "" "automatically set to: Corrige el monto del Documento de Referencia." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:590 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:593 msgid "" "Odoo creates a Credit Note with the corrected text in an invoice and price " "0." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:597 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:600 msgid "" -"It’s important to define the default credit account in the Sales journal as " +"It's important to define the default credit account in the Sales journal as " "it is taken for this use case in specific." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:601 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:604 msgid "Corrects Referenced Document Amount" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:603 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:606 msgid "" "When a correction on the amounts is required, use the button Add Credit note" " and select Partial Refund. In this case the SII reference Code is " @@ -4871,31 +4792,31 @@ msgstr "" " de référence SII est automatiquement défini sur : Corrige el monto del " "Documento de Referencia." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:612 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:615 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:584 msgid "Debit Notes" msgstr "Notes de débit" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:614 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:617 msgid "" "As part of the Chilean localization, besides creating credit notes from an " "existing document you can also create debit Notes. For this just use the " -"button “Add Debit Note”. The two main use cases for debit notes are " -"detailed below." +"button “Add Debit Note”. The two main use cases for debit notes are detailed" +" below." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:622 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:625 msgid "Add debt on Invoices" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:624 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:627 msgid "" "The most common use case for debit notes is to increase the value of an " "existing invoice, you need to select option 3 in the field Reference code " "SII:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:632 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:635 msgid "" "In this case Odoo automatically includes the source invoice in the cross " "reference section:" @@ -4903,59 +4824,59 @@ msgstr "" "Dans ce cas, Odoo inclut automatiquement la facture source dans la section " "des références croisées :" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:639 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:642 msgid "Cancel Credit Notes" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:641 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:644 msgid "" "In Chile the debits notes are used to cancel a validated Credit Note, in " "this case just select the button Add debit note and select the first option " "in the wizard: *1: Anula Documentos de referencia.*" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:653 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:655 msgid "" "As part of the Chilean localization, you can configure your Incoming email " "server as the same you have register in the SII in order to:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:656 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:658 msgid "" "Automatically receive the vendor bills DTE and create the vendor bill based " "on this information." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:657 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:659 msgid "Automatically Send the reception acknowledgement to your vendor." msgstr "Envoyez automatiquement l'accusé de réception à votre fournisseur." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:658 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:660 msgid "Accept or Claim the document and send this status to your vendor." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:662 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:663 msgid "Reception" msgstr "Réception" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:664 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:665 msgid "" "As soon as the vendor email with the attached DTE is received: 1. The vendor" " Bill mapping all the information included in the xml. 2. An email is sent " "to the vendor with the Reception acknowledgement. 3. The DTE status is set " -"as: Acuse de Recibido Enviado" +"as: Acuse de Recibido Enviado" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:674 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:675 msgid "Acceptation" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:676 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:677 msgid "" -"If all the commercial information is correct on your vendor bill, you can " -"accept the document using the button: Aceptar Documento, once this is done " -"the DTE Acceptation Status changes to: Accepted and an email of acceptance " -"is sent to the vendor." +"If all the commercial information is correct on your vendor bill then you " +"can accept the document using the :guilabel:`Aceptar Documento` button. Once" +" this is done the DTE Acceptation Status changes to :guilabel:`Accepted`` " +"and an email of acceptance is sent to the vendor." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:686 @@ -4965,23 +4886,253 @@ msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:688 msgid "" "In case there is a commercial issue or the information is not correct on " -"your vendor bill, you can Claim the document before validating it, using " -"the button: Claim, once this is done the DTE Acceptation Status change to: " -"Claim and an email of acceptance is sent to the vendor." +"your vendor bill, you can Claim the document before validating it, using the" +" button: Claim, once this is done the DTE Acceptation Status change to: " +"Claim and an email of acceptance is sent to the vendor." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:696 msgid "" "If you claim a vendor bill, the status changes from draft to cancel " "automatically. Considering this as best practice, all the Claim documents " -"should be canceled as they won’t be valid for your accounting records." +"should be canceled as they won't be valid for your accounting records." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:705 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:701 +msgid "Delivery Guide" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:703 +msgid "" +"To install the Delivery Guide module, go to :menuselection:`Apps` and search" +" for :guilabel:`Chile (l10n_cl)`. Then click :guilabel:`Install` on the " +"module :guilabel:`Chile - E-Invoicing Delivery Guide`." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:708 +msgid "" +"*Chile - E-Invoicing Delivery Guide* has a dependency with *Chile - " +"Facturación Electrónica*. Odoo will install the dependency automatically " +"when the Delivery Guide module is installed." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:711 +msgid "" +"The Delivery Guide module includes sending the DTE to SII and the stamp in " +"PDF reports for deliveries." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:718 +msgid "" +"Once all configurations have been made for electronic invoices (e.g., " +"uploading a valid company certificate, setting up master data, etc.), " +"Delivery Guides need their own CAFs. Please refer to the :ref:`CAF " +"documentation ` to check the details on how to " +"acquire the CAFs for electronic Delivery Guides." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:723 +msgid "" +"Verify the following important information in the *Price for the Delivery " +"Guide* configuration:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:725 +msgid "" +":guilabel:`From Sales Order`: Delivery Guide takes the product price from " +"the Sales Order and shows it on the document." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:727 +msgid "" +":guilabel:`From Product Template`: Odoo takes the price configured in the " +"product template and shows it on the document." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:729 +msgid ":guilabel:`No show price`: no price is shown in the Delivery Guide." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:731 +msgid "" +"Electronic delivery guides are used to move stock from one place to another " +"and they can represent sales, sampling, consignment, internal transfers, and" +" basically any product move." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:735 +msgid "Delivery Guide from a Sales Process" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:737 +msgid "" +"When a Sales Order is created and confirmed, a Delivery Order is generated. " +"After validating the Delivery Order, the option to create a Delivery Guide " +"is activated." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:744 +msgid "" +"When clicking on :guilabel:`Create Delivery Guide` for the first time, a " +"warning message pops up, showing the following:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:751 +msgid "" +"This warning message means the user needs to indicate the next sequence " +"number Odoo has to take to generate the Delivery Guide, and only only " +"happens the *first time* a Delivery Guide is created in Odoo. After the " +"first document has been correctly generated, Odoo takes the CAFs next " +"available number to generate the following Delivery Guide and so on." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:756 +msgid "After the Delivery Guide is created:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:758 +msgid "" +"The DTE file (Electronic Tax Document) is automatically created and added to" +" the chatter." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:765 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:829 +msgid "" +"The DTE Status is automatically updated by Odoo with a scheduled action that" +" runs every day at night. To get a response from the SII immediately, press " +"the :guilabel:`Send now to SII` button." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:768 +msgid "" +"Once the Delivery Guide is sent, it may then be printed by clicking on the " +":guilabel:`Print Delivery Guide` button." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:776 +msgid "Electronic Receipt" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:778 +msgid "" +"To install the Electronic Receipt module, go to :menuselection:`Apps` and " +"search for :guilabel:`Chile (l10n_cl)`. Then click :guilabel:`Install` on " +"the module :guilabel:`Chile - Electronic Receipt`." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:783 +msgid "" +"*Chile - Electronic Receipt* has a dependency with *Chile - Facturación " +"Electrónica*. Odoo will install the dependency automatically when the " +"E-invoicing Delivery Guide module is installed." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:786 +msgid "" +"This module contains the electronic receipt and daily sales report, which " +"are automatically sent to SII." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:793 +msgid "" +"Once all configurations have been made for Electronic Invoices (e.g., " +"uploading a valid company certificate, setting up master data, etc.), " +"Electronic Receipts need their own CAFs. Please refer to the :ref:`CAF " +"documentation ` to check the details on how to " +"acquire the CAFs for Electronic Receipts." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:798 +msgid "" +"Electronic Receipts are useful when clients do not need an Electronic " +"Invoice. By default, there is a partner in the database called *Anonymous " +"Final Consumer* with a generic RUT 66666666-6 and taxpayer type of *Final " +"Consumer*. This partner can be used for Electronic Receipts or a new record " +"may be created for the same purpose." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:803 +msgid "" +"Although Electronic Receipts should be used for final consumers with a " +"generic RUT, it can also be used for specific partners. After the partners " +"and journals are created and configured, the Electronic Receipts are created" +" in the standard way as Electronic Invoice, but the type of document " +":guilabel:`(39) Electronic Receipt` should be selected, like so:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:815 +msgid "" +"When all of the Electronic Receipt information is filled, either manually or" +" automatically from a Sales Order, proceed to validate the receipt. By " +"default, Electronic Invoice is selected as the Document Type, however in " +"order to validate the receipt correctly, make sure to edit the Document Type" +" and change to Electronic Receipt." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:820 +msgid "After the receipt is posted:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:822 +msgid "" +"The DTE file (Electronic Tax Document) is created automatically and added to" +" the chatter." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:832 +msgid "" +"Please refer to the :ref:`DTE Workflow ` for Electronic Invoices as the workflow for Electronic Receipt " +"follows the same process." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:836 +msgid "Daily Sales Report" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:838 +msgid "" +"Once Electronic Receipts have been created, the system creates a daily sales" +" report containing all Electronic Receipts per day. This report is " +"electronically stamped and sent to the SII overnight in XML format. These " +"daily reports can be found in :menuselection:`Reports --> Daily Sales " +"Reports`." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:846 +msgid "A list of daily reports is displayed with all daily DTE sent to SII." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:852 +msgid "" +"If no Electronic Receipt was made on a particular day, the report is sent " +"but it will not have any receipts in it. The report will also have an answer" +" from the SII if it was accepted or rejected (depending on the company's " +"certificate and validated receipts)." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:861 +msgid "" +"For Chilean localization, note that the feature tax included in the price is" +" *not* supported for the Electronic Receipt." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:864 +msgid "" +"If a Daily Sales Report has already been created for a specific day in " +"another system, the daily report in Odoo will be rejected due to the " +"sequence number used. If that is the case, the user has to manually click on" +" :guilabel:`Retry` in order for a new sequence number to be generated (this " +"action is automatically done by Odoo). Afterwards, users can manually verify" +" report status with SII or wait for Odoo to update status later at night." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:874 msgid "Balance Tributario de 8 Columnas" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:707 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:876 msgid "" "This report presents the accounts in detail (with their respective " "balances), classifying them according to their origin and determining the " @@ -4989,18 +5140,18 @@ msgid "" " time, so that a real and complete knowledge of the status of a company." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:711 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:727 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:880 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:896 msgid "" "You can find this report in :menuselection:`Accounting --> Accounting --> " "Reports`" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:718 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:887 msgid "Propuesta F29" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:720 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:889 msgid "" "The form F29 is a new system that the SII enabled to taxpayers, and that " "replaces the Purchase and Sales Books. This report is integrated by Purchase" @@ -5008,9 +5159,9 @@ msgid "" "transactions related to VAT, improving its control and declaration." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:724 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:893 msgid "" -"This record is supplied by the electronic tax documents (DTE’s) that have " +"This record is supplied by the electronic tax documents (DTE's) that have " "been received by the SII." msgstr "" @@ -6573,10 +6724,12 @@ msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:16 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/france.rst:182 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:93 msgid "Name" msgstr "Nom" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:17 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:94 msgid "Technical name" msgstr "Nom technique" @@ -6693,7 +6846,6 @@ msgid "These codes are confidential and should be stored safely." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:76 -#: ../../content/applications/finance/payment_acquirers/ogone.rst:9 msgid "Configuration on Odoo" msgstr "" @@ -7343,7 +7495,7 @@ msgstr "12" #: ../../content/applications/finance/accounting/getting_started/memento.rst:218 #: ../../content/applications/finance/accounting/getting_started/memento.rst:228 #: ../../content/applications/finance/accounting/getting_started/memento.rst:244 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:107 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:111 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:68 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:81 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:131 @@ -7375,7 +7527,7 @@ msgstr "13" #: ../../content/applications/finance/accounting/getting_started/memento.rst:218 #: ../../content/applications/finance/accounting/getting_started/memento.rst:228 #: ../../content/applications/finance/accounting/getting_started/memento.rst:244 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:107 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:111 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:68 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:81 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:131 @@ -12129,7 +12281,7 @@ msgid "EUR" msgstr "EUR" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:140 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:113 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:117 msgid "1000" msgstr "1000" @@ -13911,6 +14063,7 @@ msgstr ":doc:`../../receivables/customer_invoices/deferred_revenues`" #: ../../content/applications/finance/accounting/getting_started/initial_configuration/chart_of_accounts.rst:176 #: ../../content/applications/finance/accounting/getting_started/initial_configuration/setup.rst:193 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:52 #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:125 #: ../../content/applications/finance/accounting/taxation/taxes/default_taxes.rst:40 msgid "" @@ -14681,7 +14834,7 @@ msgstr "Solde = Débit - Crédit" #: ../../content/applications/finance/accounting/getting_started/memento.rst:86 #: ../../content/applications/finance/accounting/receivables/customer_invoices/credit_notes.rst:83 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:90 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:94 msgid "Journal Entries" msgstr "Pièces comptables" @@ -14978,7 +15131,7 @@ msgstr "" #: ../../content/applications/finance/accounting/getting_started/memento.rst:218 #: ../../content/applications/finance/accounting/getting_started/memento.rst:228 #: ../../content/applications/finance/accounting/getting_started/memento.rst:244 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:107 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:111 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:68 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:81 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:131 @@ -14987,8 +15140,8 @@ msgstr "Compte" #: ../../content/applications/finance/accounting/getting_started/memento.rst:220 #: ../../content/applications/finance/accounting/getting_started/memento.rst:246 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:109 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:111 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:113 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:115 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:70 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:133 msgid "Account Receivable" @@ -20960,6 +21113,233 @@ msgid "" msgstr "" "`Odoo Academy: Revenus reportés (Recognition) `_" +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:3 +msgid "Electronic invoicing (:abbr:`EDI (electronic data interchange)`)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:5 +msgid "" +"EDI, or electronic data interchange, is the inter-company communication of " +"business documents, such as purchase orders and invoices, in a standard " +"format. Sending documents according to an EDI standard ensures that the " +"machine receiving the message can interpret the information correctly. " +"Various EDI file formats exist and are available depending on your company's" +" country." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:10 +msgid "" +"EDI feature enables automating the administration between companies and " +"might also be required by some governments for fiscal control or to " +"facilitate the administration." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:13 +msgid "" +"Electronic invoicing of your documents such as customer invoices, credit " +"notes or vendor bills is one of the application of EDI." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:16 +msgid "Odoo supports, among others, the following formats." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:21 +msgid "Format Name" +msgstr "Format du Nom" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:22 +msgid "Applicability" +msgstr "Applicabilité" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:23 +msgid "Factur-X (CII)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:24 +msgid "Default format on Odoo (enabled by default)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:25 +msgid "Peppol BIS Billing 3.0 (UBL)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:26 +msgid "" +"For companies whose countries are part of the `EAS list " +"`_" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:28 +msgid "E-FFF" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:29 +msgid "For Belgian companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:30 +msgid "XRechnung (UBL)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:31 +msgid "For German companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:32 +msgid "Fattura PA (IT)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:33 +msgid "For Italian companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:34 +msgid "CFDI (4.0)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:35 +msgid "For Mexican companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:36 +msgid "Peru UBL 2.1" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:37 +msgid "For Peruvian companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:38 +msgid "SII IVA Llevanza de libros registro (ES)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:39 +msgid "For Spanish companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:40 +msgid "UBL 2.1 (Columbia)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:41 +msgid "For Colombian companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:42 +msgid "Egyptian Tax Authority" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:43 +msgid "For Egyptian companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:44 +msgid "E-Invoice (IN)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:45 +msgid "For Indian companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:46 +msgid "NLCIUS (Netherlands)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:47 +msgid "For Dutch companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:48 +msgid "EHF 3.0" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:49 +msgid "For Norwegian companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:57 +msgid "" +"Go to :menuselection:`Accounting --> Configuration --> Journals --> Customer" +" Invoices --> Advanced Settings --> Electronic Invoicing` and enable the " +"formats you need for this journal." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:64 +msgid "" +"Once an electronic invoicing format is enabled, XML documents are generated " +"when clicking on :guilabel:`Confirm` in documents such as invoices, credit " +"notes, etc. These documents are either visible in the attachment section, or" +" embedded in the PDF." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:69 +msgid "" +"For E-FFF, the xml file only appears after having generated the PDF " +"(:guilabel:`Print` or :guilabel:`Send & Print` button), since the PDF needs " +"to be embedded inside the xml." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:71 +msgid "" +"By default, the :guilabel:`Factur-X` option is enabled. It means that an XML" +" file is automatically included in the PDF document that is sent." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:73 +msgid "" +"The formats available depend on the country registered in your company's " +":guilabel:`General Information`." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:75 +msgid "" +"Odoo supports the **Peppol BIS Billing 3.0** format that can be used via " +"existing access points." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:79 +msgid "Add new formats to a database created before July 2022" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:81 +msgid "" +"If your database was created before July 2022 and you wish to use one of the" +" formats available from July 2022, you have to :ref:`install " +"` the module :guilabel:`Import/Export electronic invoices " +"with UBL/CII` (module’s technical name: `account_edi_ubl_cii`) and your " +"country-specific module." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:87 +msgid "" +"If you want to use the Belgian format E-FFF in a database created prior to " +"July 2022, you need to :ref:`install `:" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:95 +msgid "Belgium - E-Invoicing (UBL 2.0, e-fff)" +msgstr "Belgium - E-Facturation (UBL 2.0, e-fff)" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:96 +msgid "`l10n_be_edi`" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:97 +msgid "Import/Export electronic invoices with UBL/CII" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:98 +msgid "`account_edi_ubl_cii`" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:101 +msgid "" +"Once the new module is installed, UBL 2.0 and UBL 2.1 formats no longer " +"appear in the journal since UBL BIS Billing 3.0 is available and more widely" +" supported." +msgstr "" + #: ../../content/applications/finance/accounting/receivables/customer_invoices/epc_qr_code.rst:3 msgid "Add EPC QR Codes to invoices" msgstr "Ajouter des codes QR EPC aux factures" @@ -21527,7 +21907,17 @@ msgstr "" "Ce document concerne la fonctionnalité *Conditions de paiement*, et non les " "*Conditions générales*." -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:44 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:42 +msgid ":doc:`cash_discounts`" +msgstr ":doc:`cash_discounts`" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:43 +msgid "" +"`Odoo Tutorials: Payment Terms `_" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:48 msgid "" "Go to :menuselection:`Accounting --> Configuration --> Payment Terms` and " "click on *Create*." @@ -21535,7 +21925,7 @@ msgstr "" "Aller dans :menuselection:`Comptabilité --> Configuration --> Conditions de " "paiement` et cliquer sur *Créer*." -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:46 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:50 msgid "" "The **Description on the Invoice** is the text displayed on the document " "(sale order, invoice, etc.)." @@ -21543,7 +21933,7 @@ msgstr "" "La **Description sur la Facture** est le texte affiché sur le document (bon " "de commande, facture, etc.)." -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:49 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:53 msgid "" "In the **Terms** section, you can add a set of rules, called *terms*, to " "define what needs to be paid and by which due date." @@ -21552,7 +21942,7 @@ msgstr "" "appelées *conditions*, pour définir ce qui doit être payé et à quelle date " "d'échéance." -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:52 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:56 msgid "" "To add a term, click on *Add a line*, and define its *Type*, *Value*, and " "*Due Date Computation*." @@ -21560,15 +21950,15 @@ msgstr "" "Pour ajouter un terme, cliquez sur *Ajouter une ligne* et définissez son " "*Type*, *Valeur* et *Calcul de la date d'échéance*." -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:55 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:59 msgid "Terms are computed in the order they are set up." msgstr "Les termes sont calculés dans l'ordre dans lequel ils sont définis." -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:56 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:60 msgid "The **balance** should always be used for the last line." msgstr "La **balance** doit toujours être utilisé pour la dernière ligne." -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:58 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:62 msgid "" "In the following example, 30% is due on the day of issuance, and the balance" " is due at the end of the following month." @@ -21576,11 +21966,11 @@ msgstr "" "Dans l'exemple suivant, 30 % sont dus le jour de l'émission et le solde est " "dû à la fin du mois suivant." -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:67 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:71 msgid "Using Payment Terms" msgstr "Utilisation des Conditions de Paiement" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:69 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:73 msgid "" "Payment Terms can be defined in the **Due Date** field, with the **Terms** " "drop-down list, on:" @@ -21622,7 +22012,7 @@ msgstr "" "est surtout utile lorsque vous devez gérer les conditions du fournisseur en " "plusieurs versements. Sinon, le réglage de la *Date d'échéance* suffit." -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:80 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:84 msgid "" "You can also define a **Due Date** manually. If Payment Terms are already " "defined, empty the field so you can select a date." @@ -21631,7 +22021,7 @@ msgstr "" "conditions de paiement sont déjà définies, videz le champ pour pouvoir " "sélectionner une date." -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:83 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:87 msgid "Payment Terms can be defined with the **Payment Terms** field on:" msgstr "" "Les conditions de paiement peuvent être définies avec le champ **Conditions " @@ -21652,7 +22042,7 @@ msgstr "" "contact. Cela peut être modifié dans la *Vue du formulaire* du contact, sous" " l'onglet *Ventes & achats*." -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:92 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:96 msgid "" "Invoices with specific Payment Terms generate different *Journal Entries*, " "with one *Journal Item* for every computed *Due Date*." @@ -21661,7 +22051,7 @@ msgstr "" "différentes *pièces comptables*, avec une *écriture comptable* pour chaque " "*date d'échéance* calculée." -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:95 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:99 msgid "" "This makes for easier *Follow-ups* and *Reconciliation* since Odoo takes " "each due date into account, rather than just the balance due date. It also " @@ -21672,7 +22062,7 @@ msgstr "" "Cela aide également à obtenir un *rapport sur les créances anciennes* " "précis." -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:103 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:107 msgid "" "In this example, an invoice of $1000 has been issued with the following " "payment terms: *30% is due on the day of issuance, and the balance is due at" @@ -21682,31 +22072,31 @@ msgstr "" "paiement suivantes : *30 % sont dus le jour de l'émission et le solde est dû" " à la fin du mois suivant.*" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:107 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:111 msgid "Due date" msgstr "Date d'échéance" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:109 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:113 msgid "February 21" msgstr "21 Février" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:109 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:113 msgid "300" msgstr "300" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:111 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:115 msgid "March 31" msgstr "31 Mars" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:111 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:115 msgid "700" msgstr "700" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:113 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:117 msgid "Product Sales" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:116 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:120 msgid "" "The $1000 debited on the Account Receivable is split into two distinct " "*Journal Items*. Both of them have their own **Due Date**." @@ -21714,16 +22104,6 @@ msgstr "" "Les 1 000 $ débités sur le compte à recevoir sont divisés en deux *Écritures" " comptables* différentes. Les deux ont leur propre **Date d'échéance**." -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:120 -msgid ":doc:`cash_discounts`" -msgstr ":doc:`cash_discounts`" - -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:121 -msgid "" -"`Odoo Tutorials: Terms and Conditions (T&C) and Payment Terms " -"`_" -msgstr "" - #: ../../content/applications/finance/accounting/receivables/customer_invoices/snailmail.rst:5 msgid "Send your invoices by post (Snailmail)" msgstr "" @@ -23949,16 +24329,14 @@ msgstr "" #: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:77 msgid "" -"always store the default price TAX EXCLUDED on the product form, and apply a" -" tax (price included on the product form)" +"always store the default price **tax excluded** on the product form, and " +"apply a tax (price excluded on the product form)" msgstr "" -"toujours enregistrer le prix par défaut HT sur la fiche article, et " -"appliquer une taxe (prix inclus sur la fiche produit)" #: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:80 -msgid "create a pricelist with prices in TAX INCLUDED, for specific customers" +msgid "" +"create a pricelist with prices in **tax included**, for specific customers" msgstr "" -"créer une liste de prix avec les prix en TTC, pour des clients spécifiques" #: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:83 msgid "" @@ -23989,11 +24367,44 @@ msgid "" "website" msgstr "" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:97 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:99 +msgid "eCommerce" +msgstr "eCommerce" + +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:101 +msgid "" +"If you only use B2C or B2B prices on your website, simply select the " +"appropriate setting in the **Website** app settings." +msgstr "" + +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:104 +msgid "" +"If you have both B2B and B2C prices on a single website, please follow these" +" instructions:" +msgstr "" + +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:106 +msgid "" +"Activate the :ref:`developer mode ` and go to " +":menuselection:`General Settings --> Users & Companies --> Groups`." +msgstr "" + +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:108 +msgid "" +"Open either `Technical / Tax display B2B` or `Technical / Tax display B2C`." +msgstr "" + +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:109 +msgid "" +"Under the :guilabel:`Users` tab, add the users requiring access to the price" +" type. Add B2C users in the B2C group and B2B users in the B2B group." +msgstr "" + +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:113 msgid "Setting your products" msgstr "Configuration de vos articles" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:99 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:115 msgid "" "Your company must be configured with tax excluded by default. This is " "usually the default configuration, but you can check your **Default Sale " @@ -24001,7 +24412,7 @@ msgid "" "Accounting application." msgstr "" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:107 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:123 msgid "" "Once done, you can create a **B2C** pricelist. You can activate the " "pricelist feature per customer from the menu: :menuselection:`Configuration " @@ -24013,7 +24424,7 @@ msgstr "" ":menuselection:`Configuration --> Settings` de l'application de Ventes. " "Choisissez l'option **Prix différents par segment de clients**." -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:112 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:128 msgid "" "Once done, create a B2C pricelist from the menu " ":menuselection:`Configuration --> Pricelists`. It's also good to rename the " @@ -24024,7 +24435,7 @@ msgstr "" "recommandé de renommer la liste de prix par défaut en B2B pour éviter toute " "confusion." -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:116 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:132 msgid "" "Then, create a product at 8.26€, with a tax of 21% (defined as tax not " "included in price) and set a price on this product for B2C customers at 10€," @@ -24035,11 +24446,11 @@ msgstr "" "B2C à 10€, à partir du menu :menuselection:`Ventes --> Articles` de " "l'application de Ventes :" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:125 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:141 msgid "Setting the B2C fiscal position" msgstr "Configuration de la position fiscale B2C" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:127 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:143 msgid "" "From the accounting application, create a B2C fiscal position from this " "menu: :menuselection:`Configuration --> Fiscal Positions`. This fiscal " @@ -24051,11 +24462,11 @@ msgstr "" "fiscale devrait faire correspondre la TVA de 21% (taxe non incluse dans le " "prix) avec une TVA de 21% (taxe incluse dans le prix)" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:136 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:152 msgid "Test by creating a quotation" msgstr "Test en créant un devis" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:138 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:154 msgid "" "Create a quotation from the Sale application, using the " ":menuselection:`Sales --> Quotations` menu. You should have the following " @@ -24065,7 +24476,7 @@ msgstr "" ":menuselection:`Ventes --> Devis`. Vous devriez avoir le résultat suivant: " "8,26 € + 1,73 € = 9.99 €." -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:145 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:161 msgid "" "Then, create a quotation but **change the pricelist to B2C and the fiscal " "position to B2C** on the quotation, before adding your product. You should " @@ -24077,15 +24488,15 @@ msgstr "" "devriez avoir le résultat escompté, qui est un prix total de 10 € pour le " "client : 8,26 € + 1,74 € = 10.00 €." -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:153 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:169 msgid "This is the expected behavior for a customer of your shop." msgstr "Ceci est le comportement attendu pour un client de votre boutique." -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:156 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:172 msgid "Avoid changing every sale order" msgstr "Éviter de changer chaque bon de commande" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:158 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:174 msgid "" "If you negotiate a contract with a customer, whether you negotiate tax " "included or tax excluded, you can set the pricelist and the fiscal position " @@ -24097,7 +24508,7 @@ msgstr "" "fiche client afin qu'elle soit appliquée automatiquement à chaque vente de " "ce client." -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:163 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:179 msgid "" "The pricelist is in the **Sales & Purchases** tab of the customer form, and " "the fiscal position is in the accounting tab." @@ -24105,7 +24516,7 @@ msgstr "" "La liste des prix est définie dans l'onglet **Ventes et achats** de la fiche" " client, et la position fiscale dans l'onglet **Comptabilité**." -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:166 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:182 msgid "" "Note that this is error prone: if you set a fiscal position with tax " "included in prices but use a pricelist that is not included, you might have " @@ -26743,7 +27154,6 @@ msgstr "" #: ../../content/applications/finance/payment_acquirers/authorize.rst:15 #: ../../content/applications/finance/payment_acquirers/buckaroo.rst:15 #: ../../content/applications/finance/payment_acquirers/mollie.rst:14 -#: ../../content/applications/finance/payment_acquirers/ogone.rst:15 #: ../../content/applications/finance/payment_acquirers/paypal.rst:17 #: ../../content/applications/finance/payment_acquirers/sips.rst:15 msgid "Credentials tab" @@ -26933,7 +27343,7 @@ msgstr "" #: ../../content/applications/finance/payment_acquirers/authorize.rst:12 #: ../../content/applications/finance/payment_acquirers/buckaroo.rst:12 #: ../../content/applications/finance/payment_acquirers/mollie.rst:11 -#: ../../content/applications/finance/payment_acquirers/ogone.rst:12 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:9 #: ../../content/applications/finance/payment_acquirers/paypal.rst:14 #: ../../content/applications/finance/payment_acquirers/sips.rst:12 #: ../../content/applications/finance/payment_acquirers/stripe.rst:12 @@ -27088,10 +27498,9 @@ msgstr "" #: ../../content/applications/finance/payment_acquirers/authorize.rst:53 #: ../../content/applications/finance/payment_acquirers/buckaroo.rst:47 #: ../../content/applications/finance/payment_acquirers/mollie.rst:31 -#: ../../content/applications/finance/payment_acquirers/ogone.rst:88 #: ../../content/applications/finance/payment_acquirers/paypal.rst:144 #: ../../content/applications/finance/payment_acquirers/sips.rst:32 -#: ../../content/applications/finance/payment_acquirers/stripe.rst:130 +#: ../../content/applications/finance/payment_acquirers/stripe.rst:134 #: ../../content/applications/finance/payment_acquirers/wire_transfer.rst:39 msgid ":doc:`../payment_acquirers`" msgstr ":doc:`../payment_acquirers`" @@ -27400,172 +27809,204 @@ msgstr "" "d'**Ingenico Payment Services**, est une société basée en France qui fournit" " la technologie utilisée dans les transactions électroniques sécurisées." -#: ../../content/applications/finance/payment_acquirers/ogone.rst:17 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:10 msgid "" -"Odoo needs your **API Credentials** to connect with your Ogone account, " -"which comprise:" +"`Ogone's documentation `_." msgstr "" -"Odoo a besoin de vos **identifiants API** pour se connecter à votre compte " -"Ogone, ce qui comprend :" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:19 -msgid "" -"**PSPID**: The ID solely used to identify the account with Ogone. You chose " -"it when you opened your account." +#: ../../content/applications/finance/payment_acquirers/ogone.rst:13 +msgid "Settings in Ogone" msgstr "" -"**PSPID**: L'identifiant utilisé uniquement pour identifier le compte chez " -"Ogone. Vous l'avez choisi lors de l'ouverture de votre compte." -#: ../../content/applications/finance/payment_acquirers/ogone.rst:21 -msgid "" -":ref:`API User ID `: The ID solely used to identify the user" -" with Ogone." +#: ../../content/applications/finance/payment_acquirers/ogone.rst:16 +msgid "Create an API user" msgstr "" -":ref:`API User ID `: L'identifiant utilisé uniquement en vue" -" d'identifier l'utilisateur auprès d'Ogone." -#: ../../content/applications/finance/payment_acquirers/ogone.rst:22 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:18 msgid "" -":ref:`API User Password `: Value used to identify the user " -"with Ogone." +"Log into your Ogone account and head to the :guilabel:`Configuration` tab." msgstr "" -":ref:`API User Password `: La valeur utilisée pour " -"identifier l'utilisateur avec Ogone." -#: ../../content/applications/finance/payment_acquirers/ogone.rst:23 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:20 msgid "" -":ref:`SHA Key IN `: Key used in the signature Odoo send to" -" Ogone." +"You need to create an **API user** to be used in the creation of " +"transactions from Odoo. While you can use your main account to do so, using " +"an **API user** ensures that if the credentials used in Odoo are leaked, no " +"access to your Ogone configuration is possible. Additionally, passwords for " +"**API users** do not need to be updated regularly, unlike normal users." msgstr "" -":ref:`Clé SHA entrante `: Clé utilisée dans la signature " -"Odoo envoyée à Ogone." -#: ../../content/applications/finance/payment_acquirers/ogone.rst:24 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:25 msgid "" -":ref:`SHA Key OUT `: Key used in the signature Ogone send" -" to Odoo." +"To create an **API user**, go to :menuselection:`Configuration --> Users` " +"and click on :guilabel:`New User`. The following fields must be configured:" msgstr "" -":ref:`Clé SHA sortante `: La clé utilisée dans la " -"signature envoyée par Ogone à Odoo." -#: ../../content/applications/finance/payment_acquirers/ogone.rst:26 -msgid "" -"You can copy your credentials from your Ogone account, and paste them in the" -" related fields under the **Credentials** tab." +#: ../../content/applications/finance/payment_acquirers/ogone.rst:30 +msgid ":guilabel:`UserID`: you can choose anything you want." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:31 +msgid "" +":guilabel:`User's Name, E-mail and Timezone`: you can enter the information " +"you want." msgstr "" -"Vous pouvez copier vos identifiants depuis votre compte Ogone et les coller " -"dans les champs associés sous l'onglet **Identifiants**." #: ../../content/applications/finance/payment_acquirers/ogone.rst:32 -msgid "API User ID and Password" -msgstr "ID utilisateur et mot de passe API" - -#: ../../content/applications/finance/payment_acquirers/ogone.rst:34 -msgid "" -"If you already created a user and have both its ID and password, just copy " -"them. You can also generate a new password from " -":menuselection:`Configuration --> Users --> Your chosen user --> change " -"password`." +msgid ":guilabel:`Profile`: should be set to :guilabel:`Admin`." msgstr "" -"Si vous avez déjà créé un utilisateur et que vous disposez à la fois de son " -"identifiant et de son mot de passe, copiez-les simplement. Vous pouvez " -"également générer un nouveau mot de passe à partir de " -":menuselection:`Configuration --> Utilisateurs --> Votre utilisateur choisi " -"--> changer le mot de passe`." -#: ../../content/applications/finance/payment_acquirers/ogone.rst:38 -msgid "" -"If you don't have a user, create one by going to " -":menuselection:`Configuration --> Users --> New User`. Set your **User ID** " -"to get your **password** when you save your new user." +#: ../../content/applications/finance/payment_acquirers/ogone.rst:33 +msgid ":guilabel:`Special user for API`: should be checked." msgstr "" -"Si vous n'avez pas d'utilisateur, créez-en un en allant dans " -":menuselection:`Configuration --> Utilisateurs --> Nouvel utilisateur`. " -"Définissez votre **ID utilisateur** pour obtenir votre **mot de passe** " -"lorsque vous enregistrez votre nouvel utilisateur." -#: ../../content/applications/finance/payment_acquirers/ogone.rst:48 -msgid "SHA Key IN" -msgstr "Clé SHA entrante" - -#: ../../content/applications/finance/payment_acquirers/ogone.rst:50 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:35 msgid "" -"In order to retrieve the SHA Key IN, log into your ogone account, go to " -":menuselection:`Configuration --> Technical Information --> Data and origin " -"verification --> Checks for e-Commerce & Alias Gateway`, and retrieve **SHA " -"Key IN**." +"After the creation of the user, you are required to generate a password. " +"Save the password and **UserID**, as they will be required later on during " +"the setup." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:39 +msgid "" +"If you already have an user set up, make sure it is activated without any " +"error. If not, simply click the :guilabel:`Activate(Errors)` button to reset" +" the user." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:43 +msgid "Set up Ogone for Odoo" +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:45 +msgid "" +"Ogone must now be configured to accept payments from Odoo. Head to " +":menuselection:`Configuration --> Technical Information --> Global Security " +"Parameters`, select :guilabel:`SHA-1` as :guilabel:`Hash Algorithm` and " +":guilabel:`UTF-8` as :guilabel:`character encoding`. Then, go to the " +":guilabel:`Data and Origin verification` tab of the same page and leave the " +"URL field of the :guilabel:`e-Commerce and Alias Gateway` section blank." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:52 +msgid "" +"If you need to use another algorithm, such as `sha-256` or `sha-512`, within" +" Odoo, activate the :ref:`developer mode ` and go to " +":menuselection:`General Settings --> Technical --> System Parameters`. From " +"here, search for `payment_ogone.hash.function` and change the value line to " +"the desired algorithm (`sha-256` or `sha-512`)." msgstr "" -"Afin de récupérer la Clé SHA entrante, connectez-vous à votre compte Ogone, " -"allez dans :menuselection:`Configuration --> Informations techniques --> " -"Vérification des données et de l'origine --> Vérifications pour e-Commerce &" -" Alias Gateway`, et récupérez **Clé SHA entrante**." #: ../../content/applications/finance/payment_acquirers/ogone.rst:57 -msgid "SHA Key OUT" -msgstr "Clé SHA sortante" - -#: ../../content/applications/finance/payment_acquirers/ogone.rst:59 msgid "" -"In order to retrieve the SHA Key OUT, log into your ogone account, go to " -":menuselection:`Configuration --> Technical Information --> Transaction " -"feedback --> All transaction submission modes`, and get or generate your " -"**API Key** and **Client Key**. Be careful to copy your API key as you'll " -"not be allowed to get it later without generating a new one." +"You are now required to generate **SHA-IN** passphrases. **SHA-IN** and " +"**SHA-OUT** passphrases are used to digitally sign the transaction requests " +"and responses between Odoo and Ogone. By using these secret passphrases and " +"the `sha-1` algorithm, both systems can ensure that the information they " +"receive from the other was not altered or tampered with." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:62 +msgid "" +"Enter the same **SHA-IN** passphrase in both :guilabel:`Checks for " +"e-Commerce & Alias Gateway` and :guilabel:`Checks for DirectLink and Batch " +"(Automatic)`. You can leave the IP address field blank." msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:65 msgid "" -"If you are trying Ogone as a test, with the Test Account, change the " -"**State** to *Test Mode*. We recommend doing this on a test Odoo database, " -"rather than on your main database." +"Your **SHA-IN** and **SHA-OUT** passphrases should be different, and between" +" 16 and 32 characters long. Make sure to use the same **SHA-IN** and **SHA-" +"OUT** passphrases throughout the entire Ogone configuration, as Odoo only " +"allows a single **SHA-IN** and single **SHA-OUT** passphrase." msgstr "" -"Si vous essayez Ogone en tant que test, avec le compte Test, changez " -"**l'état** en *Mode test*. Nous vous recommandons de le faire sur une base " -"de données de test Odoo, plutôt que sur votre base de données principale." #: ../../content/applications/finance/payment_acquirers/ogone.rst:69 -msgid "Configuration on Ogone" -msgstr "" - -#: ../../content/applications/finance/payment_acquirers/ogone.rst:71 msgid "" -"Now that Odoo can communicate with Ogone, we need to make sure that Ogone " -"can send information to your database." +"In order to retrieve the **SHA-OUT** key, log into your Ogone account, go to" +" :menuselection:`Configuration --> Technical Information --> Transaction " +"feedback --> All transaction submission modes`, and get or generate your " +"**API Key** and **Client Key**. Be careful to copy your API key as you’ll " +"not be allowed to get it later without generating a new one." msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:74 msgid "" -"To do so, log into your Ogone account and go to " -":menuselection:`Configuration --> Technical Information --> Transaction " -"feedback --> Direct HTTP server-to-server request`." +"When done, head to :menuselection:`Configuration --> Technical Information " +"--> Transaction Feedback` and check the following options:" msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:77 -msgid "Then, fill the form with the following data:" +msgid "" +"The :guilabel:`URL` fields for :guilabel:`HTTP redirection in the browser` " +"can be left empty, as Odoo will specify these URLs for every transaction " +"request." msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:79 msgid "" -"In the **Timing of the request**, select *Online but switch to a deferred " -"request when the online requests fail*." +":guilabel:`I would like to receive transaction feedback parameters on the " +"redirection URLs`: should be checked." msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:0 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:81 msgid "" -"Enter your Odoo databases URL in both **URLs** followed by " -"``/payment/ogone/return``." -msgstr "" - -#: ../../content/applications/finance/payment_acquirers/ogone.rst:0 -msgid "For example: ``https://yourcompany.odoo.com/payment/ogone/return``" +":guilabel:`Direct HTTP server-to-server request`: should to be set to " +"`Online but switch to a deferred request when the online request fails`." msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:83 -msgid "Select *POST* for the **Request Method**." +msgid "" +"Both **URL** fields should contain the same following URL, with `` " +"replaced by your database: `https:///payment/ogone/return`." msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:85 -msgid "Save, and you are ready to go!" +#: ../../content/applications/finance/payment_acquirers/ogone.rst:86 +msgid "" +":guilabel:`Dynamic eCommerce Parameters` should contain the following " +"values: `ALIAS`, `AMOUNT`, `CARDNO`, `CN`, `CURRENCY`, `IP`, `NCERROR` " +"`ORDERID`, `PAYID`, `PM`, `STATUS`, `TRXDATE`. Other parameters can be " +"included (if you have another integration with Ogone that requires them), " +"but are not advised." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:90 +msgid "" +"In the :guilabel:`All transaction submission modes` section, fill out **SHA-" +"OUT** passphrase and disable `HTTP request for status change`." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:93 +msgid "" +"To allow your customers to save their credit card credentials for future " +"use, head to :menuselection:`Configuration --> Alias --> My alias " +"information`. From this tab, you can configure how the user can have its " +"card details saved, for how long the information is saved, if a checkbox to " +"save the card information should be displayed, etc." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:99 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:11 +msgid "Settings in Odoo" +msgstr "Paramètres dans Odoo" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:101 +msgid "" +"To set up Ogone in Odoo, head to :menuselection:`Accounting --> " +"Configuration --> Payment Acquirers` and open the Ogone acquirer. In the " +":guilabel:`Credentials` tab, enter the **PSPID** of your Ogone account, and " +"fill out the other fields as configured in your :ref:`Ogone portal " +"`." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:106 +msgid "" +"If you wish to run tests with Ogone, within the accounting app, go to " +":menuselection:`Configuration --> Payment Acquirers`. Click on " +":guilabel:`Ogone`, enable :guilabel:`Test Mode` and enter your credentials " +"in the :guilabel:`Credentials` tab. We recommend doing this on an Odoo test " +"database, rather than on your main database." msgstr "" #: ../../content/applications/finance/payment_acquirers/paypal.rst:3 @@ -27580,10 +28021,6 @@ msgid "" " where the customer is routed to the Paypal website to register the payment." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:11 -msgid "Settings in Odoo" -msgstr "Paramètres dans Odoo" - #: ../../content/applications/finance/payment_acquirers/paypal.rst:19 msgid "" "Odoo needs your **API Credentials** to connect with your PayPal account, " @@ -28137,12 +28574,23 @@ msgstr "" #: ../../content/applications/finance/payment_acquirers/stripe.rst:119 msgid "" -"To enable specific local payment methods with Stripe, list them as supported" -" payment icons. To do so, go to :menuselection:`Payment Acquirers --> Stripe" -" --> Configuration` and add the desired payment methods in the **Supported " -"Payment Icons** field. If the desired payment method is already listed, you " -"don't have anything to do. If a payment icon record doesn't exist in the " -"database, its related payment method is considered enabled with Stripe." +"To enable some of these local payment methods with Stripe, list them as " +"supported payment icons. To do so, go to :menuselection:`Payment Acquirers " +"--> Stripe --> Configuration` and add the desired payment methods in the " +"**Supported Payment Icons** field. If the desired payment method is already " +"listed, you don't have anything to do." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/stripe.rst:129 +msgid "" +"If a payment icon record does not exist in the database and its related " +"local payment method is listed above, it is considered enabled with Stripe." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/stripe.rst:131 +msgid "" +"If a local payment method is not listed above, it is not supported and " +"cannot be enabled." msgstr "" #: ../../content/applications/finance/payment_acquirers/wire_transfer.rst:3 diff --git a/locale/fr/LC_MESSAGES/inventory_and_mrp.po b/locale/fr/LC_MESSAGES/inventory_and_mrp.po index 81f67be67..f0903a0ed 100644 --- a/locale/fr/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/fr/LC_MESSAGES/inventory_and_mrp.po @@ -28,7 +28,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-07-22 09:36+0000\n" +"POT-Creation-Date: 2022-09-01 15:11+0000\n" "PO-Revision-Date: 2021-11-02 08:48+0000\n" "Last-Translator: Cécile Collart , 2022\n" "Language-Team: French (https://www.transifex.com/odoo/teams/41243/fr/)\n" @@ -39,8 +39,8 @@ msgstr "" "Plural-Forms: nplurals=3; plural=(n == 0 || n == 1) ? 0 : n != 0 && n % 1000000 == 0 ? 1 : 2;\n" #: ../../content/applications/inventory_and_mrp.rst:5 -msgid "Inventory & Mrp" -msgstr "Inventaire & MRP" +msgid "Inventory & MRP" +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory.rst:8 msgid "Inventory" @@ -4913,7 +4913,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/putaway.rst:23 msgid "" "Let’s suppose there are one warehouse location *WH/Stock* and two sub-" -"locations *WH/Stock/Vegatable* and *WH/Stock/Fruits*." +"locations *WH/Stock/Vegetables* and *WH/Stock/Fruits*." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/putaway.rst:25 diff --git a/locale/fr/LC_MESSAGES/productivity.po b/locale/fr/LC_MESSAGES/productivity.po index ea5368e16..84a1243df 100644 --- a/locale/fr/LC_MESSAGES/productivity.po +++ b/locale/fr/LC_MESSAGES/productivity.po @@ -5,11 +5,9 @@ # # Translators: # Renaud de Colombel , 2021 -# fr trans , 2021 # Jérôme Tanché , 2021 # Laura Piraux , 2021 # Nacim ABOURA , 2021 -# 5cad1b0f1319985f8413d48b70c3c192_b038c35, 2021 # Gunther Clauwaert , 2021 # Fernanda Marques , 2021 # Cécile Collart , 2022 @@ -20,7 +18,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-07-22 09:36+0000\n" +"POT-Creation-Date: 2022-09-01 15:11+0000\n" "PO-Revision-Date: 2021-11-02 08:49+0000\n" "Last-Translator: Martin Trigaux, 2022\n" "Language-Team: French (https://www.transifex.com/odoo/teams/41243/fr/)\n" @@ -1498,7 +1496,7 @@ msgstr "" #: ../../content/applications/productivity/iot/devices/scale.rst:17 msgid "" -"If your scale is `compatibale with Odoo IoT Box " +"If your scale is `compatible with Odoo IoT Box " "`_, there is no need to set up " "anything because it will be automatically detected as soon as it is " "connected." @@ -1843,925 +1841,1850 @@ msgstr "" msgid "Open any email; the shortcut should be displayed." msgstr "" -#: ../../content/applications/productivity/studio.rst:8 +#: ../../content/applications/productivity/studio.rst:6 msgid "Studio" msgstr "Studio" -#: ../../content/applications/productivity/studio.rst:10 +#: ../../content/applications/productivity/studio.rst:16 msgid "" -"Learn all you need in order to build custom applications: customize views, " -"create specific reports, automate actions, define approval workflows, etc." +"Studio is a toolbox that allows you to customize Odoo without coding " +"knowledge. For example, you can, on any app, add or modify:" msgstr "" -#: ../../content/applications/productivity/studio.rst:14 +#: ../../content/applications/productivity/studio.rst:19 +msgid ":doc:`Fields `" +msgstr "" + +#: ../../content/applications/productivity/studio.rst:20 +msgid ":doc:`Views `" +msgstr "" + +#: ../../content/applications/productivity/studio.rst:21 +msgid ":doc:`Models `" +msgstr "" + +#: ../../content/applications/productivity/studio.rst:22 +msgid ":doc:`Automated actions `" +msgstr "" + +#: ../../content/applications/productivity/studio.rst:23 +msgid "PDF reports" +msgstr "" + +#: ../../content/applications/productivity/studio.rst:24 +msgid "Approval rules" +msgstr "" + +#: ../../content/applications/productivity/studio.rst:25 +msgid "Security rules" +msgstr "" + +#: ../../content/applications/productivity/studio.rst:27 +msgid "" +"Or you can :doc:`build an app from scratch `." +msgstr "" + +#: ../../content/applications/productivity/studio.rst:30 msgid "`Odoo Tutorials: Studio `_" msgstr "" -#: ../../content/applications/productivity/studio/concepts.rst:5 -msgid "Concepts" -msgstr "Concepts" +#: ../../content/applications/productivity/studio/automated_actions.rst:3 +msgid "Automated actions (automations)" +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:5 +msgid "" +"Automated actions are used to trigger automatic changes based on user " +"actions (e.g., apply a modification when a field is set to a specific value)" +" or on time conditions (e.g., archive a record 7 days after its last " +"update)." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:9 +msgid "" +"To create an automated action with Studio, go to :guilabel:`Automations` " +"from anywhere within Studio." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:12 +msgid "" +"For every automated action you create, the following elements should be " +"defined: the :ref:`studio/automated-actions/model`, the " +":ref:`studio/automated-actions/trigger`, the :ref:`studio/automated-" +"actions/apply-on`, and the :ref:`studio/automated-actions/action`." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:25 +msgid "Model" +msgstr "Modèle" + +#: ../../content/applications/productivity/studio/automated_actions.rst:27 +msgid "Select the model where the automated action should be applied." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:30 +msgid "" +"The model you are on when you click on :guilabel:`Automations` is pre-" +"selected by default." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:35 +msgid "Trigger" +msgstr "Déclencheur" + +#: ../../content/applications/productivity/studio/automated_actions.rst:37 +msgid "" +"Define when the automated action should be applied. Six triggers are " +"available." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:42 +msgid "On Creation" +msgstr "À la création" + +#: ../../content/applications/productivity/studio/automated_actions.rst:44 +msgid "The action is triggered when a record is created and then saved." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:49 +msgid "On Update" +msgstr "Lors d'une mise à jour" + +#: ../../content/applications/productivity/studio/automated_actions.rst:51 +msgid "" +"The action is triggered when a previously saved record is edited and then " +"saved." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:53 +msgid "" +"Use :guilabel:`Trigger Fields` to specify which fields - and only those - " +"trigger the action on their update." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:55 +msgid "" +"To detect when a record changes from one state to another, define a " +":guilabel:`Before Update Domain` filter, which checks if the condition is " +"satisfied before the record is updated. Then set an :ref:`studio/automated-" +"actions/apply-on` filter, which checks if the condition is met after the " +"record is updated." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:61 +msgid "" +"If you want the automated action to happen when an email address is set on a" +" contact, define the :guilabel:`Before Update Domain` to `Email is not set`," +" and the :guilabel:`Apply on` domain to `Email is set`." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:72 +msgid "On Creation & Update" +msgstr "À la création et en lors d'une mise à jour" + +#: ../../content/applications/productivity/studio/automated_actions.rst:74 +msgid "" +"The action is triggered when a record is created and saved or edited " +"afterward and saved." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:79 +msgid "On Deletion" +msgstr "Lors de la suppression" + +#: ../../content/applications/productivity/studio/automated_actions.rst:81 +msgid "The action is triggered when a record is deleted." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:84 +msgid "" +"This trigger is rarely used, as archiving records is usually preferred to " +"deletion." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:89 +msgid "Based on Form Modification" +msgstr "Basé sur un changement dans le formulaire" + +#: ../../content/applications/productivity/studio/automated_actions.rst:91 +msgid "" +"The action is triggered when any change is done to a trigger field's value " +"on the :ref:`Form view `, even before saving the " +"record. This trigger only works on the user interface when a modification is" +" made by a user. If the field is changed through another action and not by " +"the user, the action will not run." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:97 +msgid "" +"This trigger can only be used with the :ref:`Execute Python Code action " +"`, so development is required." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:103 +msgid "Based on Timed Condition" +msgstr "D'après une condition de temps" + +#: ../../content/applications/productivity/studio/automated_actions.rst:105 +msgid "" +"The action is triggered when a trigger field's date or date & time value is " +"reached." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:107 +msgid "" +"To trigger the action after the :guilabel:`Trigger Date`, add a number of " +"minutes, hours, days, or months under :guilabel:`Delay after trigger date`. " +"To trigger the action before, add a negative number instead." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:112 +msgid "" +"If you want to send a reminder email 30 minutes before the start of a " +"calendar event, select the :guilabel:`Start (Calendar Event)` under " +":guilabel:`Trigger Date` and set the :guilabel:`Delay after trigger date` to" +" **-30** :guilabel:`Minutes`." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:121 +msgid "By default, the scheduler checks for trigger dates every 4 hours." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:126 +msgid "Apply on" +msgstr "Appliqué sur" + +#: ../../content/applications/productivity/studio/automated_actions.rst:128 +msgid "" +"Define on which records of the model the automated action should be applied." +" It works the same way as when you apply filters on a model." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:134 +msgid "Action" +msgstr "Action" + +#: ../../content/applications/productivity/studio/automated_actions.rst:136 +msgid "" +"Determine what the automated action should do (server action). There are " +"eight types of action to choose from." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:142 +msgid "Execute Python Code" +msgstr "Exécuter le code Python" + +#: ../../content/applications/productivity/studio/automated_actions.rst:144 +msgid "" +"The action is used to execute Python code. The available variables are " +"described on the :guilabel:`Python Code` tab, which is also used to write " +"your code, or on the :guilabel:`Help` tab." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:147 +msgid "" +"To allow the action to be run through the website, tick :guilabel:`Available" +" on the Website` and add a :guilabel:`Website Path`." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:153 +msgid "Create a new Record" +msgstr "Créer un nouvel enregistrement" + +#: ../../content/applications/productivity/studio/automated_actions.rst:155 +msgid "The action is used to create a new record on any model." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:158 +msgid "" +"Selecting a :guilabel:`Target Model` is only required if you want to target " +"another model than the one you are on." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:161 +msgid "" +"To link the record that triggered the creation of the new record, select a " +"field under :guilabel:`Link Field`. For example, you could create a contact " +"automatically when a lead is turned into an opportunity." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:164 +msgid "" +":guilabel:`Data to Write` tab: the tab is used to specify the new record's " +"values. After selecting a :guilabel:`Field`, select its " +":guilabel:`Evaluation Type`:" +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:167 +msgid "" +":guilabel:`Value`: used to directly give the field's raw value in the " +":guilabel:`Value` column." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:168 +msgid "" +":guilabel:`Reference`: used to select the record under the " +":guilabel:`Record` column and let Studio add the internal ID in the " +":guilabel:`Value` column." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:172 +msgid "" +"If an automated action creates a new task in a project, you can assign it to" +" a specific user by setting the :guilabel:`Field` to :guilabel:`Responsible " +"User (Project)`, the :guilabel:`Evaluation Type` to :guilabel:`Reference`, " +"and the :guilabel:`Record` to a specific user." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:181 +msgid "" +":guilabel:`Python expression`: used to dynamically define the newly created " +"record’s value for a field using Python code in the :guilabel:`Value` " +"column." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:187 +msgid "Update the Record" +msgstr "Mettre à jour l'enregistrement" + +#: ../../content/applications/productivity/studio/automated_actions.rst:189 +msgid "" +"The action is used to set value(s) for field(s) of any record on the current" +" model." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:192 +msgid "" +"The process to fill in the :guilabel:`Data to Write` tab is the same as " +"described under :ref:`studio/automated-actions/action/new-record`." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:198 +msgid "Execute several actions" +msgstr "Exécuter plusieurs actions" + +#: ../../content/applications/productivity/studio/automated_actions.rst:200 +msgid "" +"The action is used to trigger multiple actions at the same time. To do so, " +"click on :guilabel:`Add a line` under the :guilabel:`Actions` tab. In the " +":guilabel:`Child Actions` pop-up, click on :guilabel:`Create` and configure " +"the action." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:207 +msgid "Send Email" +msgstr "Envoyer un courriel" + +#: ../../content/applications/productivity/studio/automated_actions.rst:209 +msgid "" +"The action is used to send an email to a contact linked to a specific " +"record. To do so, select or create an :guilabel:`Email Template`." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:215 +msgid "Add Followers" +msgstr "Ajouter des abonnés" + +#: ../../content/applications/productivity/studio/automated_actions.rst:217 +msgid "The action is used to subscribe existing contacts to the record." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:222 +msgid "Create Next Activity" +msgstr "Créer une activité " + +#: ../../content/applications/productivity/studio/automated_actions.rst:224 +msgid "" +"The action is used to schedule a new activity linked to the record. Use the " +":guilabel:`Activity` tab to set it up as usual, but instead of the " +":guilabel:`Assigned to` field, select an :guilabel:`Activity User Type`. " +"Select :guilabel:`Specific User` and add the user under " +":guilabel:`Responsible` if the activity should always be assigned to the " +"same user. To dynamically target a user linked to the record, select " +":guilabel:`Generic User From Record` instead and change the :guilabel:`User " +"field name` if necessary." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:232 +msgid "" +"After a lead is turned into an opportunity, you want your automated action " +"to set up a call for the user responsible for the lead. To do so, set the " +":guilabel:`Activity` to :guilabel:`Call` and set the :guilabel:`Activity " +"User Type` to :guilabel:`Generic User From Record`." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:243 +msgid "Send SMS Text Message" +msgstr "Envoyer un SMS" + +#: ../../content/applications/productivity/studio/automated_actions.rst:245 +msgid "" +"The action is used to send an SMS to a contact linked to the record. To do " +"so, select or create an :guilabel:`SMS Template`." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:249 +msgid "" +"If you want sent messages to be logged in the Chatter, tick :guilabel:`Log " +"as Note`." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:3 +msgid "Fields and widgets" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:5 +msgid "" +"Fields structure the models of a database. If you picture a model as a table" +" or spreadsheet, fields are the columns where data is stored in the records " +"(i.e., the rows). Fields also define the type of data that is stored within " +"them. How the data is presented and formatted on the :abbr:`UI (User " +"Interface)` is defined by their widget." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:10 +msgid "" +"From a technical point of view, there are 15 field types in Odoo. However, " +"you can choose from 20 fields in Studio, as some field types are available " +"more than once with a different default widget." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:14 +msgid "" +":guilabel:`New Fields` can only be added to the " +":ref:`studio/views/general/form` and :ref:`studio/views/multiple-" +"records/list` views. On other views, you can only add :guilabel:`Existing " +"Fields` :dfn:`(fields already on the model)`." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:21 +msgid "Simple fields" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:23 +msgid "Simple fields contain basic values, such as text, numbers, files, etc." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:26 +#: ../../content/applications/productivity/studio/fields.rst:325 +msgid "" +"Non-default widgets, when available, are presented as bullet points below." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:31 +msgid "Text (`char`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:33 +msgid "" +"The :guilabel:`Text` field is used for short text containing any character. " +"One text line is displayed when filling out the field." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:36 +#: ../../content/applications/productivity/studio/fields.rst:220 +msgid "" +":guilabel:`Badge`: displays the value inside a rounded shape, similar to a " +"tag. The value cannot be edited on the UI, but a default value can be set." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:38 +#: ../../content/applications/productivity/studio/fields.rst:71 +msgid "" +":guilabel:`Copy to Clipboard`: users can copy the value by clicking a " +"button." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:39 +msgid ":guilabel:`E-mail`: the value becomes a clickable *mailto* link." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:40 +msgid "" +":guilabel:`Image`: displays an image using a URL. The value cannot be edited" +" manually, but a default value can be set." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:44 +msgid "" +"This works differently than selecting the :ref:`Image field " +"` directly, as the image is not stored in" +" Odoo when using a :guilabel:`Text` field with the :guilabel:`Image` widget." +" For example, it can be useful if you want to save disk space." +msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:3 -msgid "Understanding Automated Actions" +#: ../../content/applications/productivity/studio/fields.rst:49 +msgid ":guilabel:`Phone`: the value becomes a clickable *tel* link." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:6 +#: ../../content/applications/productivity/studio/fields.rst:52 msgid "" -"Automated actions are used to trigger actions. They are based on conditions " -"and happen on top of Odoo’s default business logic." +"Tick :guilabel:`Enable SMS` to add an option to send an SMS directly from " +"Odoo next to the field." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:55 +msgid ":guilabel:`URL`: the value becomes a clickable URL." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:66 +msgid "Multiline Text (`text`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:68 +msgid "" +"The :guilabel:`Multiline Text` field is used for longer text containing any " +"type of character. Two text lines are displayed on the UI when filling out " +"the field." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:82 +msgid "Integer (`integer`)" msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:9 +#: ../../content/applications/productivity/studio/fields.rst:84 msgid "" -"Examples of automated actions include: creating a next activity upon a " -"quote's confirmation; adding a user as a follower of a confirmed invoice if " -"its total is higher than a certain amount; or preventing a lead from " -"changing stage if a field is not filled in." +"The :guilabel:`Integer` field is used for all integer numbers " +"(:dfn:`positive, negative, or zero, without a decimal`)." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:16 +#: ../../content/applications/productivity/studio/fields.rst:87 msgid "" -"Let's understand how to properly define *when* an automated action runs and " -"*how* to create one:" +":guilabel:`Percentage Pie`: displays the value inside a percentage circle, " +"usually for a computed value. The value cannot be edited on the UI, but a " +"default value can be set." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:18 +#: ../../content/applications/productivity/studio/fields.rst:89 +#: ../../content/applications/productivity/studio/fields.rst:118 msgid "" -"The first step is to choose the :doc:`Model ` on " -"which the action is applied." +":guilabel:`Progress Bar`: displays the value next to a percentage bar, " +"usually for a computed value. The field cannot be edited manually, but a " +"default value can be set." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:19 +#: ../../content/applications/productivity/studio/fields.rst:91 msgid "" -"The **Trigger** field defines the event that causes the automated action to " -"happen:" +":guilabel:`Handle`: displays a drag handle icon to order records manually in" +" :ref:`List view `." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:21 +#: ../../content/applications/productivity/studio/fields.rst:103 +msgid "Decimal (`float`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:105 msgid "" -"*On Creation*: when a new record is created. Note that the record is created" -" once saved for the first time." +"The :guilabel:`Decimal` field is used for all decimal numbers " +"(:dfn:`positive, negative, or zero, with a decimal`)." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:23 +#: ../../content/applications/productivity/studio/fields.rst:109 msgid "" -"*On Update*: when the record is updated. Note that the update happens once " -"the record is saved." +"Decimal numbers are displayed with two decimals after the decimal point on " +"the UI, but they are stored in the database with more precision." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:24 +#: ../../content/applications/productivity/studio/fields.rst:112 msgid "" -"*On Creation & Update*: on the creation and/or on the update of a record " -"once the form is saved." +":guilabel:`Monetary`: it is similar to using the :ref:`Monetary field " +"`. It is recommended to use the later " +"as it offers more functionalities." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:25 -msgid "*On Deletion*: on the removal of a record under the condition set." +#: ../../content/applications/productivity/studio/fields.rst:115 +msgid "" +":guilabel:`Percentage`: displays a percent character `%` after the value." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:26 +#: ../../content/applications/productivity/studio/fields.rst:116 msgid "" -"*Based on Form Modification*: when the value of the specified *Trigger* " -"field is changed in the interface (user sees the changes before saving the " -"record). Note that this action can only be used with the *Execute Python " -"Code* action type." +":guilabel:`Percentage Pie`: displays the value inside a percentage circle, " +"usually for a computed value. The field cannot be edited manually, but a " +"default value can be set." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:29 +#: ../../content/applications/productivity/studio/fields.rst:120 msgid "" -"*Based on Timed Condition*: a delay happens after a specific date/time. Set " -"a *Delay after trigger date* if you need a delay to happen before the " -"*Trigger Date*. Example: to send a reminder 15min before a meeting. If the " -"date/time is not set on the form of the model chosen, the date/time " -"considered is the one of the creation/update of the record." +":guilabel:`Time`: the value must follow the *hh:mm* format, with a maximum " +"of 59 minutes." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:34 -msgid "For every Trigger option, **conditions** can be applied, such as:" +#: ../../content/applications/productivity/studio/fields.rst:131 +msgid "Monetary (`monetary`)" msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:36 +#: ../../content/applications/productivity/studio/fields.rst:133 +msgid "The :guilabel:`Monetary` field is used for all monetary values." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:136 msgid "" -"*Before Update Domain*: if designated, this condition must be satisfied " -"before the record is updated." +"When you first add a :guilabel:`Monetary` field, you are prompted to add a " +":guilabel:`Currency` field if none exists already on the model. Odoo offers " +"to add the :guilabel:`Currency` field for you. Once it is added, add the " +":guilabel:`Monetary` field again." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:38 +#: ../../content/applications/productivity/studio/fields.rst:149 +msgid "Html (`html`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:151 msgid "" -"*Apply on*: if designated, this condition must be satisfied before executing" -" the action rule (*Action To Do*), and after the update." +"The :guilabel:`Html` field is used to add text that can be edited using the " +"Odoo HTML editor." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:41 +#: ../../content/applications/productivity/studio/fields.rst:153 msgid "" -"The **Active** option is to be turned off when the rule should be hidden and" -" not executed." +":guilabel:`Multiline Text`: disables the Odoo HTML editor to allow editing " +"raw HTML." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:164 +msgid "Date (`date`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:166 +msgid "The :guilabel:`Date` field is used to select a date on a calendar." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:43 +#: ../../content/applications/productivity/studio/fields.rst:168 msgid "" -"Under **Action To Do** choose the type of server action that must be " -"executed once records meet the *Trigger* conditions:" +":guilabel:`Remaining Days`: the remaining number of days before the selected" +" date is displayed (e.g., *In 5 days*), based on the current date." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:45 +#: ../../content/applications/productivity/studio/fields.rst:180 +msgid "Date & Time (`datetime`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:182 +msgid "" +"The :guilabel:`Date & Time` field is used to select a date on a calendar and" +" a time on a clock. The user's current time is automatically used if no time" +" is set." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:185 msgid "" -"*Execute Python Code*: a block of code is executed. A *Help* tab with the " -"variables that can be used is available." +":guilabel:`Date`: used to record the time without displaying it on the UI." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:47 -msgid "*Create New Record*: a new record with new values is created." +#: ../../content/applications/productivity/studio/fields.rst:186 +msgid "" +":guilabel:`Remaining days`: displays the remaining number of days before the" +" selected date (e.g., *In 5 days*), based on the current date and time." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:48 -msgid "*Update a Record*: updates the record that triggered the action." +#: ../../content/applications/productivity/studio/fields.rst:198 +msgid "Checkbox (`boolean`)" msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:49 +#: ../../content/applications/productivity/studio/fields.rst:200 msgid "" -"*Execute several actions*: defines an action that triggers other server " -"actions." +"The :guilabel:`Checkbox` field is used when a value should only be true or " +"false, indicated by checking or unchecking a checkbox." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:50 +#: ../../content/applications/productivity/studio/fields.rst:203 msgid "" -"*Send Email*: an automatic :doc:`email " -"` is sent." +":guilabel:`Button`: displays a radio button. The widget works without " +"switching to the edit mode." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:51 -msgid "*Add Followers*: followers are notified of changes in the task." +#: ../../content/applications/productivity/studio/fields.rst:204 +msgid "" +":guilabel:`Toggle`: displays a toggle button. The widget works without " +"switching to the edit mode." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:215 +msgid "Selection (`selection`)" msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:52 +#: ../../content/applications/productivity/studio/fields.rst:217 msgid "" -"*Create Next Activity*: creates an activity such as: *Call*, *Email*, " -"*Reminder*." +"The :guilabel:`Selection` field is used when users should select a single " +"value from a group of predefined values." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:53 +#: ../../content/applications/productivity/studio/fields.rst:222 msgid "" -"*Send SMS Text Message*: sends an :doc:`SMS " -"`." +":guilabel:`Badges`: displays all selectable values simultaneously inside " +"rectangular shapes, organized horizontally." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:56 -msgid "Example" -msgstr "Exemple" +#: ../../content/applications/productivity/studio/fields.rst:224 +msgid "" +":guilabel:`Priority`: displays star symbols instead of values, which can be " +"used to indicate an importance or satisfaction level, for example. This has " +"the same effect as selecting the :ref:`Priority field `, although, for the latter, four priority values are " +"already predefined." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:228 +#: ../../content/applications/productivity/studio/fields.rst:352 +msgid "" +":guilabel:`Radio`: displays all selectable values at the same time as radio " +"buttons." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:231 +msgid "" +"By default, radio buttons are organized vertically. Tick :guilabel:`display " +"horizontally` to switch the way they are displayed." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:243 +msgid "Priority (`selection`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:245 +msgid "" +"The :guilabel:`Priority` field is used to display a three-star rating " +"system, which can be used to indicate importance or satisfaction level. This" +" field type is a :ref:`Selection field ` with the :guilabel:`Priority` widget selected by default " +"and four priority values predefined. Consequently, the :guilabel:`Badge`, " +":guilabel:`Badges`, :guilabel:`Radio`, and :guilabel:`Selection` widgets " +"have the same effects as described under :ref:`Selection " +"`." +msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:58 +#: ../../content/applications/productivity/studio/fields.rst:253 msgid "" -"This is the process of which the update of the *Email* field on the " -"Lead/Opportunity *Model*, with a *Trigger Condition* set to *On Update*, " -"goes through:" +"To change the number of available stars by adding or removing values, click " +":guilabel:`Edit Values`. Note that the first value is equal to 0 stars " +"(i.e., when no selection is made), so having four values results in a three-" +"star rating system, for example." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:65 -msgid "The user creates the record without an email address set." +#: ../../content/applications/productivity/studio/fields.rst:266 +msgid "File (`binary`)" msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:66 -msgid "The user updates the record defining an email address." +#: ../../content/applications/productivity/studio/fields.rst:268 +msgid "" +"The :guilabel:`File` field is used to upload any type of file, or sign a " +"form (:guilabel:`Sign` widget)." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:67 +#: ../../content/applications/productivity/studio/fields.rst:271 msgid "" -"Once the change is saved, the automation checks if any of the *Watched " -"Fields* are being updated (for the example: field name *email_from* (Email)." +":guilabel:`Image`: users can upload an image file, which is then displayed " +"in :ref:`Form view `. This has the same effect as" +" using the :ref:`Image field `." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:69 +#: ../../content/applications/productivity/studio/fields.rst:274 msgid "" -"If true, it checks if the record matches the *Before Update Domain* (for the" -" example: *email is not set*)." +":guilabel:`PDF Viewer`: users can upload a PDF file, which can be then " +"browsed from the :ref:`Form view `." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:71 +#: ../../content/applications/productivity/studio/fields.rst:276 msgid "" -"If true, it checks (*after the update*) whether the record matches the " -"*Apply on* domain (for the example: *email is set*)." +":guilabel:`Sign`: users can electronically sign the form. This has the same " +"effect as selecting the :ref:`Sign field `." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:73 -msgid "If true, the chosen *Action To Do* is performed on the record." +#: ../../content/applications/productivity/studio/fields.rst:288 +msgid "Image (`binary`)" msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:76 -msgid ":doc:`understanding_general`" +#: ../../content/applications/productivity/studio/fields.rst:290 +msgid "" +"The :guilabel:`Image` field is used to upload an image and display it in " +":ref:`Form view `. This field type is a " +":ref:`File field ` with the " +":guilabel:`Image` widget selected by default. Consequently, the " +":guilabel:`File`, :guilabel:`PDF Viewer`, and :guilabel:`Sign` widgets have " +"the same effects as described under :ref:`File `." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:77 -msgid ":doc:`../use_cases/automated_actions`" +#: ../../content/applications/productivity/studio/fields.rst:297 +msgid "" +"To change the display size of uploaded images, select :guilabel:`Small`, " +":guilabel:`Medium`, or :guilabel:`Large` under the :guilabel:`Size` option." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:3 -msgid "Understanding General Concepts" +#: ../../content/applications/productivity/studio/fields.rst:303 +msgid "Sign (`binary`)" msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:7 +#: ../../content/applications/productivity/studio/fields.rst:305 msgid "" -"Odoo Studio is a toolbox that allows you to add models or adapt " -"functionalities on top of Odoo’s standard behavior without coding knowledge." -" You can also create custom views and modify existing ones without having to" -" get into the XML code." +"The :guilabel:`Sign` field is used to sign the form electronically. This " +"field type is a :ref:`File field ` with " +"the :guilabel:`Sign` widget selected by default. Consequently, the " +":guilabel:`File`, :guilabel:`Image`, and :guilabel:`PDF Viewer` widgets have" +" the same effects as described under :ref:`File `." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:11 +#: ../../content/applications/productivity/studio/fields.rst:311 msgid "" -"Even for experienced developers, typing out code requires time. By using " -"Odoo Studio, you can quickly get your models up and going and focus on the " -"crucial parts of your application. The result is a user-friendly solution " -"that makes customizations and designing new applications easy with or " -"without programming skills." +"To give users the :guilabel:`Auto` option when having to draw their " +"signature, select one of the available :guilabel:`Auto-complete with` fields" +" (:ref:`Text `, :ref:`Many2One " +"`, and :ref:`Related Field " +"` on the model only). The " +"signature is automatically generated using the data from the selected field." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:15 -msgid "Getting started" -msgstr "Commencer" +#: ../../content/applications/productivity/studio/fields.rst:320 +msgid "Relational fields" +msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:17 +#: ../../content/applications/productivity/studio/fields.rst:322 msgid "" -"One you start using Odoo Studio, you automatically create a new *module* " -"that contains all your modifications. These modifications can be done on " -"existing screens (*views*), by adding new *fields* in existing applications," -" or by creating an entirely new *model*." +"Relational fields are used to link and display the data from records on " +"another model." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:22 -msgid "What is a Module?" +#: ../../content/applications/productivity/studio/fields.rst:330 +msgid "Many2One (`many2one`)" msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:25 +#: ../../content/applications/productivity/studio/fields.rst:332 msgid "" -"An Odoo **Module** can contain a number of elements, such as: business " -"objects (models), object views, data files, web controllers, and static web " -"data. An application is a collection of modules." +"The :guilabel:`Many2One` field is used to link another record (from another " +"model) to the record being edited. The record's name from the other model is" +" then displayed on the record being edited." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:29 +#: ../../content/applications/productivity/studio/fields.rst:336 msgid "" -"In object-oriented programming, models usually represent a concept from the " -"real world. Example: Odoo has models for Sales Orders, Users, Countries, " -"etc. If you were to build an application to manage Real Estate sales, a " -"model that represents the Properties for sale would probably be your first " -"step." +"On the *Sales Order* model, the :guilabel:`Customer` field is a " +":guilabel:`Many2One` field pointing at the *Contact* model. This allows " +"**many** sales orders to be linked to **one** contact (customer)." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:38 -msgid "What is a Model (also called Object)?" +#: ../../content/applications/productivity/studio/fields.rst:345 +msgid "" +"To prevent users from creating a new record in the linked model, tick " +":guilabel:`Disable creation`." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:40 +#: ../../content/applications/productivity/studio/fields.rst:347 msgid "" -"A **Model** determines the logical structure of a database and fundamentally" -" determines in which manner data can be stored, organized, and manipulated. " -"In other words, a model is a table of information that can be bridged with " -"other tables." +"To prevent users from opening records in a pop-up window, tick " +":guilabel:`Disable opening`." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:45 -msgid "What are Fields?" +#: ../../content/applications/productivity/studio/fields.rst:348 +msgid "" +"To help users only select the right record, click on :guilabel:`Domain` to " +"create a filter." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:47 +#: ../../content/applications/productivity/studio/fields.rst:350 msgid "" -"**Fields** compose models. It is where a record (a piece of data) is " -"registered." +":guilabel:`Badge`: displays the value inside a rounded shape, similar to a " +"tag. The value cannot be edited on the UI." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:357 +msgid "One2Many (`one2many`)" msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:49 +#: ../../content/applications/productivity/studio/fields.rst:359 msgid "" -"Example: on the Real Estate application, fields on the Properties model " -"would include the price, address, a picture, a link to the current owner, " -"etc." +"The :guilabel:`One2Many` field is used to display the existing relations " +"between a record on the current model and multiple records from another " +"model." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:50 +#: ../../content/applications/productivity/studio/fields.rst:363 msgid "" -"There are 2 main types of fields in Odoo: *basic (or scalar) fields* and " -"*relational fields*." +"You could add a :guilabel:`One2Many` field on the *Contact* model to look at" +" **one** customer's **many** sales orders." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:53 +#: ../../content/applications/productivity/studio/fields.rst:371 msgid "" -"Basic fields represent simple values, like numbers or text. Relational " -"fields represent relations between models. So, if you have a model for " -"*Customers* and another one for *Properties*, you would use a relational " -"field to link each Property to its Customer." +"To use a :guilabel:`One2Many` field, the two models must have been linked " +"already using a :ref:`Many2One field `. One2Many relations do not exist independently: a reverse-" +"search of existing Many2One relations is performed." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:56 -msgid "Relational Fields in detail" +#: ../../content/applications/productivity/studio/fields.rst:378 +msgid "Lines (`one2many`)" msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:59 +#: ../../content/applications/productivity/studio/fields.rst:380 msgid "" -"**Relational Fields** provide the option to link the data of one model with " -"the data of another model." +"The :guilabel:`Lines` field is used to create a table with rows and columns " +"(e.g., the lines of products on a sales order)." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:60 +#: ../../content/applications/productivity/studio/fields.rst:384 msgid "" -"In Odoo, relational field types are: *One2many*, *Many2one*, *Many2many*." +"To modify the columns, click on the :guilabel:`Lines` field and then " +":guilabel:`Edit List View`. To edit the form that pops up when a user clicks" +" on :guilabel:`Add a line`, click on :guilabel:`Edit Form View` instead." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:397 +msgid "Many2Many (`many2many`)" msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:66 +#: ../../content/applications/productivity/studio/fields.rst:399 msgid "" -"An **One2many** field is a *one-way* direction of selecting *multiple* " -"records from a table." +"The :guilabel:`Many2Many` field is used to link multiple records from " +"another model to multiple records on the current model. Many2Many fields can" +" use :guilabel:`Disable creation`, :guilabel:`Disable opening`, " +":guilabel:`Domain`, just like :ref:`Many2One fields " +"`." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:68 +#: ../../content/applications/productivity/studio/fields.rst:405 msgid "" -"Example: a Sales Order can contain multiple Sales Order Lines, which also " -"contain multiple fields of information." +"On the *Task* model, the :guilabel:`Assignees` field is a " +":guilabel:`Many2Many` field pointing at the *Contact* model. This allows a " +"single user to be assigned to **many** tasks and **many** users to be " +"assigned to a single task." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:69 +#: ../../content/applications/productivity/studio/fields.rst:413 msgid "" -"A **Many2one** field is a *one-way* direction of selecting *one* record from" -" a table." +":guilabel:`Checkboxes`: users can select several values using checkboxes." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:70 +#: ../../content/applications/productivity/studio/fields.rst:414 msgid "" -"Example: you can have many product categories, but each product can only " -"belong to one category." +":guilabel:`Tags`: users can select several values appearing in rounded " +"shapes, also known as *tags*. This has the same effect as selecting the " +":ref:`Tags field `." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:71 +#: ../../content/applications/productivity/studio/fields.rst:421 +msgid "Tags (`many2many`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:423 msgid "" -"A **Many2many** field is a *two-way* direction of selecting records from a " -"table." +"The :guilabel:`Tags` field is used to display several values from another " +"model appearing in rounded shapes, also known as *tags*. This field type is " +"a :ref:`Many2Many field ` with " +"the :guilabel:`Tags` widget selected by default. Consequently, the " +":guilabel:`Checkboxes` and :guilabel:`Many2Many` widgets have the same " +"effects as described under :ref:`Many2Many `." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:72 -msgid "Example: multiple tags can be added to a lead’s form." +#: ../../content/applications/productivity/studio/fields.rst:430 +msgid "" +"To display tags with different background colors, tick :guilabel:`Use " +"colors`." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:75 -msgid "An *One2many* field must have a *Many2one* related to it." +#: ../../content/applications/productivity/studio/fields.rst:441 +msgid "Related Field (`related`)" msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:78 -msgid "What are Views?" +#: ../../content/applications/productivity/studio/fields.rst:443 +msgid "" +"A :guilabel:`Related Field` is not a relational field per se; no " +"relationship is created between models. It uses an existing relationship to " +"fetch and display information from another record." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:80 +#: ../../content/applications/productivity/studio/fields.rst:447 msgid "" -"**Views** define how records are displayed. They are specified in XML which " -"means that they can be edited independently from the models that they " -"represent. There are various types of views in Odoo, and each of them " -"represents a mode of visualization. Some examples are: *form*, *list*, " -"*kanban*." +"To display the email address of a customer on the *Sales Order* model, use " +"the :guilabel:`Related Field` `partner_id.email` by selecting " +":guilabel:`Customer` and then :guilabel:`Email`." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:85 -msgid "What is a Menu?" +#: ../../content/applications/productivity/studio/fields.rst:453 +msgid "Properties" +msgstr "Propriétés" + +#: ../../content/applications/productivity/studio/fields.rst:455 +msgid "" +":guilabel:`Invisible`: When it is not necessary for users to view a field on" +" the UI, tick :guilabel:`Invisible`. It helps clear the UI by only showing " +"the essential fields depending on a specific situation." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:87 +#: ../../content/applications/productivity/studio/fields.rst:460 msgid "" -"A **Menu** is a button that executes an action. In Odoo Studio, to create " -"menus (models) and rearrange their hierarchy, click on *Edit Menu*." +"On the *Form* view of the *Contact* model, the :guilabel:`Title` field only " +"appears when :guilabel:`Individual` is selected, as that field would not be " +"helpful for a :guilabel:`Company` contact." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:95 -msgid "`Studio Basics `_" +#: ../../content/applications/productivity/studio/fields.rst:465 +msgid "" +"The :guilabel:`Invisible` attribute also applies to Studio. To view hidden " +"fields inside Studio, click on a view's :guilabel:`View` tab and tick " +":guilabel:`Show Invisible Elements`." msgstr "" -#: ../../content/applications/productivity/studio/how_to.rst:5 -msgid "How To" +#: ../../content/applications/productivity/studio/fields.rst:469 +msgid "" +":guilabel:`Required`: If a field should always be completed by the user " +"before being able to proceed, tick :guilabel:`Required`." msgstr "" -#: ../../content/applications/productivity/studio/how_to/export_import.rst:3 -msgid "Export and Import Modules" +#: ../../content/applications/productivity/studio/fields.rst:471 +msgid "" +":guilabel:`Read only`: If users should not be able to modify a field, tick " +":guilabel:`Read only`." msgstr "" -#: ../../content/applications/productivity/studio/how_to/export_import.rst:5 +#: ../../content/applications/productivity/studio/fields.rst:474 msgid "" -"When you do customizations in Odoo Studio, a new module is created in your " -"database, making it easy to use Studio for prototyping." +"You can choose to apply these three properties only for specific records by " +"clicking on :guilabel:`Conditional` and creating a filter." msgstr "" -#: ../../content/applications/productivity/studio/how_to/export_import.rst:8 +#: ../../content/applications/productivity/studio/fields.rst:477 msgid "" -"To export these customizations, activate Studio on the main dashboard and, " -"under the menu *Customizations*, click on *Export*. The default filename is " -"*customizations.zip*." +":guilabel:`Label`: The :guilabel:`Label` is the field's name on the UI." msgstr "" -#: ../../content/applications/productivity/studio/how_to/export_import.rst:16 +#: ../../content/applications/productivity/studio/fields.rst:480 msgid "" -"The module created contains the definition of custom models and fields, as " -"well as the UI elements of any customization in an XML format." +"This is not the same name as used in the PostgreSQL database. To view and " +"change the latter, activate the :ref:`Developer mode `, and " +"edit the :guilabel:`Technical Name`." msgstr "" -#: ../../content/applications/productivity/studio/how_to/export_import.rst:18 +#: ../../content/applications/productivity/studio/fields.rst:483 msgid "" -"To import and install the customizations in another instance, connect to the" -" destination database, activate Studio and, under *Customizations*, click on" -" *Import*." +":guilabel:`Help Tooltip`: To explain the purpose of a field, write a " +"description under :guilabel:`Help Tooltip`. It is displayed inside a tooltip" +" box when hovering with your mouse over the field's label." msgstr "" -#: ../../content/applications/productivity/studio/how_to/export_import.rst:25 +#: ../../content/applications/productivity/studio/fields.rst:486 msgid "" -"Studio does not know which apps are customized (because the same view can be" -" modified on different apps), therefore, it *does not* add the underlying " -"modules as dependencies of the exported module. In other words, the " -"applications installed on the source database should be installed on the " -"destination database." +":guilabel:`Placeholder`: To provide an example of how a field should be " +"completed, write it under :guilabel:`Placeholder`. It is displayed in light " +"gray in lieu of the field's value." msgstr "" -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:3 -msgid "Customizing the Rainbow Man" +#: ../../content/applications/productivity/studio/fields.rst:488 +msgid "" +":guilabel:`Widget`: To change the default appearance or functionality of a " +"field, select one of the available widgets." msgstr "" -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:5 +#: ../../content/applications/productivity/studio/fields.rst:490 msgid "" -"The Rainbow Man in Odoo is an animation shown once the user completes " -"certain tasks and clicks on certain buttons. It is a way to make the " -"software fun to use, and rewarding, for employees." +":guilabel:`Default value`: To add a default value to a field when a record " +"is created, use :guilabel:`Default value`." msgstr "" -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:13 +#: ../../content/applications/productivity/studio/fields.rst:492 msgid "" -"On most buttons in Odoo, such as *Send by Email*, *Confirm* or *Cancel*, " -"once they are selected in Studio, under their *Properties*, the *Rainbow " -"Man* effect can be applied." +":guilabel:`Limit visibility to groups`: To limit which users can see the " +"field, select a user access group." msgstr "" -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:14 -msgid "By default, the feature is active:" +#: ../../content/applications/productivity/studio/models_modules_apps.rst:3 +msgid "Models, modules, and apps" msgstr "" -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:16 -msgid "when opportunities are marked as won;" +#: ../../content/applications/productivity/studio/models_modules_apps.rst:5 +msgid "" +"Models determine the logical structure of a database and how data is stored," +" organized, and manipulated. In other words, a model is a table of " +"information that can be linked with other tables. A model usually represents" +" a business concept, such as a *sales order*, *contact*, or *product*." msgstr "" -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:17 -msgid "when users empty their inboxes;" +#: ../../content/applications/productivity/studio/models_modules_apps.rst:9 +msgid "" +"Modules and apps contain various elements, such as models, views, data " +"files, web controllers, and static web data." msgstr "" -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:18 -msgid "when the user finishes a tour;" +#: ../../content/applications/productivity/studio/models_modules_apps.rst:13 +msgid "" +"All apps are modules. Larger, standalone modules are typically referred to " +"as apps, whereas other modules usually serve as add-ons to said apps." msgstr "" -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:19 -msgid "when the user finishes doing reconciliations." -msgstr "lorsque l'utilisateur a terminé les lettrages." +#: ../../content/applications/productivity/studio/models_modules_apps.rst:19 +msgid "Suggested features" +msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:3 -msgid "Customizing Reports" +#: ../../content/applications/productivity/studio/models_modules_apps.rst:21 +msgid "" +"When you create a new model or app with Studio, you can choose to add up to " +"14 features to speed up the creation process. These features bundle fields, " +"default settings, and views that are usually used together to provide some " +"standard functionality. Most of these features can be added later on, but " +"adding them from the start makes the model creation process much easier. " +"Furthermore, these features interact together in some cases to increase " +"their usefulness." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:9 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:28 msgid "" -"Odoo uses HTML and CSS technologies to create reports. HTML is a markup " -"language that uses tags, also called elements. It is the core of any webpage" -" because it provides its basic structure. CSS interacts with HTML elements " -"to add style to the page, establishing how the HTML is shown to the user. " -"Odoo’s reports also use Bootstrap’s grid layout, which is the containers, " -"rows, and columns to align content, and support Odoo's website themes." +"Creating a model with the :ref:`studio/models-modules-apps/suggested-" +"features/picture` and :ref:`studio/models-modules-apps/suggested-" +"features/pipeline-stages` features enabled adds the image in the card layout" +" of the :ref:`Kanban view `." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:11 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:39 +msgid "Contact details" +msgstr "Détails de contact" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:41 msgid "" -"When creating a new report, choose the purpose of it and if you would like " -"the report to include header and footer (company logo, name, address, phone," -" email address, etc.)." +"Selecting :guilabel:`Contact details` adds to the :ref:`Form view " +"` a :ref:`Many2One field " +"` linked to the *Contact* model " +"and two of its :ref:`Related Fields `: :guilabel:`Phone` and :guilabel:`Email`. The " +":guilabel:`Contact` field is also added to the :ref:`List view " +"`, and the :ref:`Map view " +"` is activated." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:17 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:57 +msgid "User assignment" +msgstr "Assignation à un utilisateur" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:59 msgid "" -"Under the tab **Add**, you find the fields to be dragged and dropped to the " -"view. *Fields*, *Data tables*, *Subtotal & Total*, and *Address Book* are " -"dynamic elements (meaning that they need a :doc:`one2many or a many2many " -"<../concepts/understanding_general>` related object). *Text*, *Title Block*," -" *Image*, and *Text in Cell* are static elements." +"Selecting :guilabel:`User assignment` adds to the :ref:`Form view " +"` a :ref:`Many2One field " +"` linked to the *Contact* model, " +"with the following :guilabel:`Domain`: `Share User is not set` to only allow" +" the selection of *Internal Users*. In addition, the " +":guilabel:`many2one_avatar_user` widget is used to display the user's " +"avatar. The :guilabel:`Responsible` field is also added to the :ref:`List " +"view `." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:26 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:75 +msgid "Date & Calendar" +msgstr "Date & Calendrier" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:77 msgid "" -"Once the element is added to the view, select it to see its **Options**. The" -" first section shows the hierarchy of the selected object and its " -"properties, allowing you to individually edit them. Fields with related " -"objects have their directives shown on *Field Expression*." +"Selecting :guilabel:`Date & Calendar` adds to the :ref:`Form view " +"` a :ref:`Date field ` and activates the :ref:`Calendar view " +"`." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:34 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:84 +msgid "Date range & Gantt" +msgstr "Période de temps et Gantt" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:86 msgid "" -"Under **Visible if**, define the rule(s) to set visibility conditions to " -"fields." +"Selecting :guilabel:`Date range & Gantt` adds to the :ref:`Form view " +"` two :ref:`Date fields ` next to each other: one to set a start date, the other to set " +"an end date, using the :guilabel:`daterange` widget, and activates the " +":ref:`Gantt view `." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:36 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:94 +msgid "Pipeline stages" +msgstr "Étapes de pipeline" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:96 msgid "" -"Example: if choosing to display a product image, you could set a visibility " -"rule to only display the ones that are *set* in the product form, avoiding " -"having a plain icon when they are not set." +"Selecting :guilabel:`Pipeline stages` activates the :ref:`Kanban view " +"`, adds several fields such as " +":ref:`Priority ` and :guilabel:`Kanban" +" State`, and three stages: :guilabel:`New`, :guilabel:`In Progress`, and " +":guilabel:`Done`. The :guilabel:`Pipeline status bar` and the " +":guilabel:`Kanban State` field are added to the :ref:`Form view " +"`. The :guilabel:`Color` field is added to the " +":ref:`List view `." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:105 +msgid "The :guilabel:`Pipeline stages` feature can be added at a later stage." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:40 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:110 +msgid "Tags" +msgstr "Étiquettes" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:112 msgid "" -"**Visible for** is used to set which :doc:`groups " -"` can have access to specific elements in the " -"report. **Limit visibility to groups**, under *Report*, sets the visibility " -"of the report to specifics groups, meaning that users belonging to other " -"groups do not see the same final document." +"Selecting :guilabel:`Tags` adds to the :ref:`studio/views/general/form` and " +":ref:`studio/views/multiple-records/list` views a :ref:`Tags field " +"`, creating a *Tag* model with " +"preconfigured access rights in the process." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:46 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:120 +msgid "Picture" +msgstr "Image" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:122 msgid "" -"Under the **Report** tab, name your report, choose the paper format, and if " -"the report should be added to the *Print* menu list on its respective " -"document form." +"Selecting :guilabel:`Picture` adds to the top-right of the :ref:`Form view " +"` an :ref:`Image field `." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:53 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:126 +msgid "The :guilabel:`Picture` feature can be added at a later stage." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:131 +msgid "Lines" +msgstr "Lignes" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:133 msgid "" -"If activating the :ref:`developer mode `, additional fields " -"such as *Class* under *Options*, and *Reload from attachment* under " -"*Report*, become visible." +"Selecting :guilabel:`Lines`: adds to the :ref:`Form view " +"` a :ref:`Lines field ` inside a :guilabel:`Tab` component." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:56 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:139 +msgid "Notes" +msgstr "Notes" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:141 msgid "" -"*Class*: add custom CSS classes to the selected element (e.g. Bootstrap " -"classes such as *text-danger*)." +"Selecting :guilabel:`Notes` adds to the :ref:`Form view " +"` an :ref:`Html field ` using the full width of the form." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:59 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:147 +msgid "Monetary value" +msgstr "Valeur monétaire" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:149 msgid "" -"*Reload from attachment*: saves the report as an attachment of the document " -"when printed. When the report is reprinted, it re-downloads that attachment " -"instead of re-printing it. This means that if the underlying record (e.g. " -"Invoice) changes when compared to the first impression, the report does not " -"reflect the changes because they were done after the attachment was created." -" This is typically useful for reports linked to documents that should not " -"change, such as Invoices." +"Selecting :guilabel:`Monetary value` adds to the " +":ref:`studio/views/general/form` and :ref:`studio/views/multiple-" +"records/list` views a :ref:`Monetary field `. The :ref:`studio/views/reporting/graph` and " +":ref:`studio/views/reporting/pivot` views are also activated." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:67 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:155 +msgid "A *Currency* field is added and hidden from the view." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:160 +msgid "Company" +msgstr "Société" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:162 msgid "" -"Actions in Odoo Studio can be undone until you *Close* the toolbox. Once you" -" have closed Studio, changes can not be undone anymore." +"Selecting :guilabel:`Company` adds to the :ref:`studio/views/general/form` " +"and :ref:`studio/views/multiple-records/list` views a :ref:`Many2One field " +"` linked to the *Company* model." msgstr "" -#: ../../content/applications/productivity/studio/use_cases.rst:5 -msgid "Use Cases" -msgstr "Cas d'utilisation" +#: ../../content/applications/productivity/studio/models_modules_apps.rst:167 +msgid "This is only useful if you work in a multi-company environment." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:172 +msgid "Custom Sorting" +msgstr "Tri personnalisé" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:3 -msgid "Advanced Use Cases: Automated Actions" +#: ../../content/applications/productivity/studio/models_modules_apps.rst:174 +msgid "" +"Selecting :guilabel:`Custom Sorting` adds to the :ref:`List view " +"` a drag handle icon to manually reorder" +" records." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:5 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:186 +msgid "Chatter" +msgstr "Chatter" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:188 msgid "" -"**Case scenario 1: when a Belgian lead is created, a 3-stars priority should" -" be automatically applied.**" +"Selecting :guilabel:`Chatter` adds to the :ref:`Form view " +"` Chatter functionalities (sending messages, " +"logging notes, and scheduling activities)." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:8 -msgid "Under *Automations*, click on *Create* and set the following rules:" +#: ../../content/applications/productivity/studio/models_modules_apps.rst:192 +msgid "The :guilabel:`Chatter` feature can be added at a later stage." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:10 -msgid "*Model*: Lead/Opportunity" +#: ../../content/applications/productivity/studio/models_modules_apps.rst:203 +msgid "Archiving" +msgstr "Archivage" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:205 +msgid "" +"Selecting :guilabel:`Archiving` adds to the :ref:`studio/views/general/form`" +" and :ref:`studio/views/multiple-records/list` views the :guilabel:`Archive`" +" action and hides archived records from searches and views by default." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:11 -msgid "*Active*: On" +#: ../../content/applications/productivity/studio/models_modules_apps.rst:212 +msgid "Export and import customizations" msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:12 -msgid "*Trigger*: On Creation & Update" +#: ../../content/applications/productivity/studio/models_modules_apps.rst:214 +msgid "" +"When you do any customization with Studio, a new module named " +":guilabel:`Studio customizations` is added to your database." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:13 -msgid "*Apply on*: Country > Country Name = Belgium" +#: ../../content/applications/productivity/studio/models_modules_apps.rst:217 +msgid "" +"To export these customizations, go to :menuselection:`Main dashboard --> " +"Studio --> Customizations --> Export` to download a ZIP file containing all " +"customizations." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:220 +msgid "" +"To import and install these customizations in another database, connect to " +"the destination database and go to :menuselection:`Main dashboard --> Studio" +" --> Customizations --> Import`, then upload the exported ZIP file before " +"clicking on the :guilabel:`Import` button." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:14 -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:53 -msgid "*Action To Do*: Update the Record" +#: ../../content/applications/productivity/studio/models_modules_apps.rst:225 +msgid "" +"Before importing, make sure the destination database contains the same apps " +"and modules as the source database. Studio does not add the underlying " +"modules as dependencies of the exported module." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:15 -msgid "*Data to Write*: Lead/Opportunity > Value > 3" +#: ../../content/applications/productivity/studio/views.rst:3 +msgid "Views" +msgstr "Vues" + +#: ../../content/applications/productivity/studio/views.rst:5 +msgid "" +"Views are the interface that allows displaying the data contained in a " +"model. One model can have several views, which are simply different ways to " +"show the same data. In Studio, views are organized into four categories: " +":ref:`general `, :ref:`multiple records " +"`, :ref:`timeline `, " +"and :ref:`reporting `." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:22 +#: ../../content/applications/productivity/studio/views.rst:12 msgid "" -"Check :doc:`this doc ` in order to have another " -"automated action example." +"To change the default view of a model, go to :menuselection:`Studio --> " +"Views --> Dropdown menu (⋮) --> Set as Default`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:25 -msgid ":doc:`../concepts/understanding_automated_actions`" +#: ../../content/applications/productivity/studio/views.rst:16 +msgid "" +"You can modify views by using the built-in XML editor. To do so, activate " +":ref:`Developer mode `, go to the view you want to edit, " +"select the :guilabel:`View` tab and then click on :guilabel:` XML`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:26 -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:61 -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:138 -#: ../../content/applications/productivity/studio/use_cases/views.rst:28 -msgid ":doc:`../concepts/understanding_general`" +#: ../../content/applications/productivity/studio/views.rst:21 +msgid "" +"If you are editing a view using the XML editor, avoid making changes " +"directly to standard views and inherited views, as those would be reset and " +"would not be kept in case of an update or module upgrade. Always make sure " +"you select the right Studio inherited views. Indeed, when you modify a view " +"in Studio by drag-and-dropping a new field, a specific Studio inherited view" +" and its XPath, the latter which defines which part of the view is modified," +" are automatically generated." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:3 -msgid "Advanced Use Cases: Filters and Status Bar" +#: ../../content/applications/productivity/studio/views.rst:31 +msgid "General views" msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:5 +#: ../../content/applications/productivity/studio/views.rst:34 +#: ../../content/applications/productivity/studio/views.rst:97 +#: ../../content/applications/productivity/studio/views.rst:195 +#: ../../content/applications/productivity/studio/views.rst:311 msgid "" -"**Case scenario 1: on Sales, set a filter on Belgian customers and define it" -" as the default one (the user should still be able to unset the filter).**" +"The settings described below are found under the view's :guilabel:`View` tab" +" unless specified otherwise." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:8 +#: ../../content/applications/productivity/studio/views.rst:40 +msgid "Form" +msgstr "Formulaire" + +#: ../../content/applications/productivity/studio/views.rst:42 msgid "" -"On your customer’s page, use *Filters* > *Add Custom Filter* to group " -"customers by country. Now, under *Favorites*, *Save Current Search* enabling" -" *Use by default* and *Save*." +"The :guilabel:`Form` view is used when creating and editing records, such as" +" contacts, sales orders, products, etc." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:15 +#: ../../content/applications/productivity/studio/views.rst:45 msgid "" -"On *Filter Rules* in Studio mode, select the respective filter and enable " -"*Default Filter*." +"To structure a form, drag-and-drop the :guilabel:`Tabs and Columns` element " +"found under the :guilabel:`+ Add` tab." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:21 +#: ../../content/applications/productivity/studio/views.rst:47 +#: ../../content/applications/productivity/studio/views.rst:132 msgid "" -"**Case scenario 2: add a status bar on the product form to manage its life " -"cycle. Set the values: ‘Prototype’, ‘In use’ and ‘Deprecated’. By default, " -"the Kanban view must be grouped by status.**" +"To prevent users from creating, editing, or deleting records, untick " +":guilabel:`Can Create`, :guilabel:`Can Edit`, or :guilabel:`Can Delete`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:26 +#: ../../content/applications/productivity/studio/views.rst:59 +msgid "Activity" +msgstr "Activité" + +#: ../../content/applications/productivity/studio/views.rst:61 msgid "" -"On your product form, *Add a pipeline status bar* and name its values. " -"Status bars are *selection* fields that give you the ability to follow a " -"specific flow. They are useful to show you the progress that has been made." +"The :guilabel:`Activity` view is used to schedule and have an overview of " +"activities (emails, calls, etc.) linked to records." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:65 +msgid "This view can only be modified within Studio by editing the XML code." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:28 +#: ../../content/applications/productivity/studio/views.rst:76 +msgid "Search" +msgstr "Rechercher" + +#: ../../content/applications/productivity/studio/views.rst:78 msgid "" -"On the *Views* menu, access *Kanban* and, under its *View* options, set the " -"*Default Group by* as *Pipeline status bar*." +"The :guilabel:`Search` view is added on top of other views to filter, group," +" and search records." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:34 +#: ../../content/applications/productivity/studio/views.rst:80 msgid "" -"Now, open your product form and set the right status for that product. As " -"you move products throughout stages (also through the product’s form), " -"stages are shown in the Kanban view." +"To add custom :guilabel:`Filters` and structure them using " +":guilabel:`Separators`, go to the :guilabel:`+ Add` tab and drag and drop " +"them under :guilabel:`Filters`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:38 +#: ../../content/applications/productivity/studio/views.rst:82 msgid "" -"To make modifications in the pipeline status bar, for example, remember to " -"go back to *Form View*." +"To add an existing field under the search dropdown menu, go to the " +":guilabel:`+ Add` tab and drag-and-drop it under :guilabel:`Autocompletion " +"Fields`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:44 +#: ../../content/applications/productivity/studio/views.rst:94 +msgid "Multiple records views" +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:103 +msgid "Kanban" +msgstr "Kanban" + +#: ../../content/applications/productivity/studio/views.rst:105 msgid "" -"**Case scenario 2.a: when a product goes from ‘In use’ to ‘Deprecate’, set " -"its cost to 0€.**" +"The :guilabel:`Kanban` view is often used to support business flows by " +"moving records across stages or as an alternative way to display records " +"inside *cards*." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:46 +#: ../../content/applications/productivity/studio/views.rst:109 msgid "" -"Create an :doc:`automated action " -"<../concepts/understanding_automated_actions>` with the selected values:" +"If the :guilabel:`Kanban` view exists, it is used by default to display data" +" on mobile devices instead of the :ref:`List view `." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:49 -msgid "*Model*: Product Template" +#: ../../content/applications/productivity/studio/views.rst:112 +msgid "" +"To prevent users from creating new records, untick :guilabel:`Can Create`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:50 -msgid "*Trigger*: On Update" +#: ../../content/applications/productivity/studio/views.rst:113 +msgid "" +"To create records directly within the view, in a minimalistic form, enable " +":guilabel:`Quick Create`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:51 -msgid "*First Domain*: Pipeline status bar = In use" +#: ../../content/applications/productivity/studio/views.rst:115 +msgid "" +"To change the way records are grouped by default, select a new group under " +":guilabel:`Default Group by`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:52 -msgid "*Second Domain*: Pipeline status bar = Deprecated" +#: ../../content/applications/productivity/studio/views.rst:127 +msgid "List" +msgstr "Liste" + +#: ../../content/applications/productivity/studio/views.rst:129 +msgid "" +"The :guilabel:`List` view is used to overview many records at once, look for" +" records, and edit simple records." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:54 -msgid "*Data to Write*: Cost (Product Template) > Value > 0" +#: ../../content/applications/productivity/studio/views.rst:134 +msgid "" +"To create and edit records directly within the view, select either " +":guilabel:`New record on top` or :guilabel:`New record at the bottom` under " +":guilabel:`Editable`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:138 +msgid "" +"This prevents users from opening records in :ref:`Form view " +"` from the :guilabel:`List` view." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:3 -msgid "Advanced Use Cases: Creating Models and Adding Fields" +#: ../../content/applications/productivity/studio/views.rst:141 +msgid "To edit several records at once, tick :guilabel:`Enable Mass Editing`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:5 +#: ../../content/applications/productivity/studio/views.rst:142 msgid "" -"**Case scenario 1: on the leads’ form, if the chosen country is France, show" -" a field 'Pay by check?'**" +"To change the way records are sorted by default, select a field under " +":guilabel:`Sort By`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:8 +#: ../../content/applications/productivity/studio/views.rst:145 msgid "" -"On your leads’ form, add a *Related Field* to *Country > Country Name*." +"To add a drag handle icon to reorder records manually, add an :ref:`Integer " +"field ` with the :guilabel:`Handle` " +"widget." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:10 +#: ../../content/applications/productivity/studio/views.rst:161 +msgid "Map" +msgstr "Carte" + +#: ../../content/applications/productivity/studio/views.rst:163 msgid "" -"Now, add a *Checkbox* field and define its invisibility options as *Country*" -" (carefully select the one just created) *> is not = > France.*" +"The :guilabel:`Map` view is used to display records on a map. For example, " +"it is used in the Field Service app to plan an itinerary between different " +"tasks." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:11 -msgid "You can now hide the related field created (*Country*) if you wish." +#: ../../content/applications/productivity/studio/views.rst:167 +msgid "" +"A :ref:`Many2One field ` linked to" +" the *Contact* model is required to activate the view, as the contact " +"address is used to position records on the map." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:19 +#: ../../content/applications/productivity/studio/views.rst:170 msgid "" -"Another approach is to use the country’s ID. To do so, go to " -":menuselection:`Contacts --> Configuration --> Countries`, select France " -"(for example), and on the URL check its *ID*." +"To select which kind of contact should be used on the map, select it under " +":guilabel:`Contact Field`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:21 +#: ../../content/applications/productivity/studio/views.rst:172 msgid "" -"The related field invisibility path should now be *Country* (carefully " -"select the one just created) *> is not = > 75*." +"To hide the name or the address of the record, tick :guilabel:`Hide name` or" +" :guilabel:`Hide Address`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:22 -msgid "Again, hide the related field with the country’s ID if you prefer." +#: ../../content/applications/productivity/studio/views.rst:174 +msgid "" +"To add information from other fields, select them under " +":guilabel:`Additional Fields`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:28 +#: ../../content/applications/productivity/studio/views.rst:175 msgid "" -"**Case scenario 2: create a model called 'Properties' and add fields called:" -" company, value, name, address, active, image.**" +"To have a route suggested between the different records, tick " +":guilabel:`Enable Routing` and select which field should be used to sort " +"records for the routing." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:187 +msgid "Timeline views" msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:31 +#: ../../content/applications/productivity/studio/views.rst:190 msgid "" -"From the dashboard, (optionally) start a new module. Then, click on *Edit " -"Menu* and start a *New Menu* (model). Set your menu name and *Confirm*. Now," -" on its form, drag & drop the necessary fields." +"When you first activate one of the timeline views, you need to select which " +":ref:`Date ` or :ref:`Date & Time " +"` fields on your model should be used" +" to define when the records start and stop in order to display them on the " +"view. You can modify the :guilabel:`Start Date Field` and :guilabel:`Stop " +"Date Field` after activating the view." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:39 +#: ../../content/applications/productivity/studio/views.rst:201 +msgid "Calendar" +msgstr "Calendrier" + +#: ../../content/applications/productivity/studio/views.rst:203 msgid "" -"**Case scenario 2.a: now, you would like to have a model called 'Regions' to" -" which each property must be linked. And, on 'Regions', you would like to " -"see the properties for each region.**" +"The :guilabel:`Calendar` view is used to overview and manage records inside " +"a calendar." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:43 +#: ../../content/applications/productivity/studio/views.rst:205 msgid "" -"Go to *Edit Menu > New Menu* and create your menu, calling it *Regions*. Add" -" the necessary fields on its form by dragging & dropping them." +"To create records directly within the view instead of opening the :ref:`Form" +" view `, enable :guilabel:`Quick Create`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:45 +#: ../../content/applications/productivity/studio/views.rst:209 msgid "" -"Now, in the form view of *Properties*, add a *Many2one* field with a " -"relation to your model *Region*." +"This only works on specific models that can be *quick-created* using only a " +"*name*. However, most models do not support quick creation and open the " +":guilabel:`Form` view to fill in the required fields." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:48 +#: ../../content/applications/productivity/studio/views.rst:213 msgid "" -"The *Existing Fields* are the ones that are on the current model but not yet" -" in the view." +"To color records on the calendar, select a field under :guilabel:`Color`. " +"All the records sharing the same value for that field are displayed using " +"the same color." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:60 +#: ../../content/applications/productivity/studio/views.rst:217 msgid "" -"Now, go to the model *Regions*, select the form view, and add a status " -"button selecting *Regions (Properties)* as your relational field." +"As the number of colors is limited, the same color can end up being assigned" +" to different values." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:62 +#: ../../content/applications/productivity/studio/views.rst:220 msgid "" -"*Status buttons* are computed fields, meaning that they count the numbers of" -" records on the related model, and allow you to access them." +"To display events lasting the whole day at the top of the calendar, select a" +" :ref:`Checkbox field ` that specifies" +" if the event lasts the whole day." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:69 +#: ../../content/applications/productivity/studio/views.rst:223 msgid "" -"When searching for relations, click on *Search more* and filter it by " -"*Custom*. This way you avoid creating duplicates." +"To choose the default time scale used to display events, select " +":guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, or :guilabel:`Year` " +"under :guilabel:`Default Display Mode`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:76 +#: ../../content/applications/productivity/studio/views.rst:227 msgid "" -"**Case scenario 2.b: in the model 'Properties', show all the tags as " -"checkboxes instead of tags.**" +"You can also use :guilabel:`Delay Field` to display the duration of the " +"event in hours by selecting a :ref:`Decimal ` or :ref:`Integer ` " +"field on the model which specifies the duration of the event. However, if " +"you set an :guilabel:`End Date Field`, the :guilabel:`Delay Field` will not " +"be taken into account." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:78 +#: ../../content/applications/productivity/studio/views.rst:242 +msgid "Cohort" +msgstr "Cohorte" + +#: ../../content/applications/productivity/studio/views.rst:244 msgid "" -"Once the field *Tags* is added to the form, select it and, under its " -"*Properties > Widgets*, choose *Checkboxes*." +"The :guilabel:`Cohort` view is used to examine the life cycle of records " +"over a time period. For example, it is used in the Subscriptions app to view" +" the subscriptions' retention rate." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:85 +#: ../../content/applications/productivity/studio/views.rst:247 msgid "" -"**Case scenario 3: on the leads’ form, add a selection field with the " -"values:'Tags' & 'List' & 'Checkboxes'. According to the value of the field, " -"show tags as many2many_tags, many2many_radio, or many2many(_list).**" +"To display a measure (i.e., the aggregated value of a given field) by " +"default on the view, select a :guilabel:`Measure Field`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:89 +#: ../../content/applications/productivity/studio/views.rst:249 msgid "" -"In your form view, add a *Tags* field and relate it to *Partners Tag*. Under" -" *Properties*, define its *Widget* as *Many2many*. Do the same process " -"another 2 times for *Checkboxes* and *Tags*." +"To choose which time interval is used by default to group results, select " +":guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, or :guilabel:`Year` " +"under :guilabel:`Interval`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:96 -msgid "Now, add a *Selection* field and the necessary values." +#: ../../content/applications/productivity/studio/views.rst:251 +msgid "" +"To change the cohort :guilabel:`Mode`, select either :guilabel:`Retention` " +":dfn:`the percentage of records staying over a period of time, it starts at " +"100% and decreases with time` or :guilabel:`Churn` :dfn:`the percentage of " +"records moving out over a period of time - it starts at 0% and increases " +"with time`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:99 +#: ../../content/applications/productivity/studio/views.rst:255 msgid "" -"Continue by selecting your *Tags* fields, one by one, to set their " -"*Invisible* options according to their *Widget*. In the example below, the " -"invisibility rule for the *Partner Tags* is set as: *Select Tag type > is " -"not = > Tags.*" +"To change the way the :guilabel:`Timeline` (i.e., the columns) progresses, " +"select either :guilabel:`Forward` (from 0 to +15) or :guilabel:`Backward` " +"(from -15 to 0). For most purposes, the :guilabel:`Forward` timeline is " +"used." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:105 +#: ../../content/applications/productivity/studio/views.rst:268 +msgid "Gantt" +msgstr "Gantt" + +#: ../../content/applications/productivity/studio/views.rst:270 msgid "" -"**Case scenario 4: on a quotation’s form, add a selection field called " -"'Manager Validation' with the values: ‘Accepted’ and ‘Refused’. Only a sales" -" manager can see it, and the field should be set as mandatory if the untaxed" -" amount is higher than 500€.**" +"The :guilabel:`Gantt` view is used to forecast and examine the overall " +"progress of records. Records are represented by a bar under a time scale." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:109 +#: ../../content/applications/productivity/studio/views.rst:273 msgid "" -"On your quotation form, add a *Selection* field with the values *Accepted* " -"and *Refused*. Set its *Required* condition as *Untaxed Amount > 500* and " -"the *Limit visibility to groups* as *Sales / Administrator* or managers." +"To prevent users from creating or editing records, untick :guilabel:`Can " +"Create` or :guilabel:`Can Edit`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:117 -msgid "**Case scenario 5: change the tooltip of a field for all views.**" +#: ../../content/applications/productivity/studio/views.rst:275 +msgid "" +"To fill cells in gray whenever a record should not be created there (e.g., " +"on weekends for employees), tick :guilabel:`Display Unavailability`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:119 -msgid "Activate the :ref:`developer mode ` and open Studio." +#: ../../content/applications/productivity/studio/views.rst:279 +msgid "" +"The underlying model must support this feature, and support for it cannot be" +" added using Studio. It is supported for the Project, Time Off, Planning, " +"and Manufacturing apps." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:282 +msgid "To show a total row at the bottom, tick :guilabel:`Display Total row`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:283 +msgid "" +"To collapse multiple records in a single row, tick :guilabel:`Collapse First" +" Level`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:284 +msgid "" +"To choose which way records are grouped by default on rows (e.g., per " +"employee or project), select a field under :guilabel:`Default Group by`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:286 +msgid "" +"To define a default time scale to view records, select :guilabel:`Day`, " +":guilabel:`Week`, :guilabel:`Month`, or :guilabel:`Year` under " +":guilabel:`Default Scale`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:288 +msgid "" +"To color records on the view, select a field under :guilabel:`Color`. All " +"the records sharing the same value for that field are displayed using the " +"same color." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:292 +msgid "" +"As the number of colors is limited, the same color can be assigned to " +"different values." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:294 +msgid "" +"To specify with which degree of precision each time scale should be divided " +"by, select :guilabel:`Quarter Hour`, :guilabel:`Half Hour`, or " +":guilabel:`Hour` under :guilabel:`Day Precision`, :guilabel:`Half Day` or " +":guilabel:`Day` under :guilabel:`Week Precision`, and :guilabel:`Month " +"Precision`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:122 +#: ../../content/applications/productivity/studio/views.rst:308 +msgid "Reporting views" +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:317 +msgid "Pivot" +msgstr "Tableau croisé dynamique" + +#: ../../content/applications/productivity/studio/views.rst:319 msgid "" -"Select the necessary field and, under *Properties*, click on *More* to write" -" your tooltip message on *Field Help*. The tooltip message is the " -"explanatory message shown when the user hovers the field. The message here " -"written is displayed on all views forms where the field is added." +"The :guilabel:`Pivot` view is used to explore and analyze the data contained" +" in records in an interactive manner. It is especially useful to aggregate " +"numeric data, create categories, and drill down the data by expanding and " +"collapsing different levels of data." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:129 +#: ../../content/applications/productivity/studio/views.rst:323 msgid "" -"The *Field Help* message can only be applied to *new* fields. If you would " -"like to change/apply a tooltip for a specific field, use the *Help Tooltip* " -"option under *Properties*." +"To access all records whose data is aggregated under a cell, tick " +":guilabel:`Access records from cell`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/views.rst:3 -msgid "Advanced Use Cases: Views" +#: ../../content/applications/productivity/studio/views.rst:325 +msgid "" +"To divide the data into different categories, select field(s) under " +":guilabel:`Column grouping`, :guilabel:`Row grouping - First level`, or " +":guilabel:`Row grouping - Second level`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/views.rst:5 +#: ../../content/applications/productivity/studio/views.rst:327 +msgid "" +"To add different types of data to be measured using the view, select a field" +" under :guilabel:`Measures`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:329 +msgid "" +"To display a count of records that made up the aggregated data in a cell, " +"tick :guilabel:`Display count`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:341 +msgid "Graph" +msgstr "Graphique" + +#: ../../content/applications/productivity/studio/views.rst:343 msgid "" -"**Case scenario 1: in Sales, show orders in a Kanban View instead of a List " -"View.**" +"The :guilabel:`Graph` view is used to showcase data from records in a bar, " +"line, or pie chart." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/views.rst:7 +#: ../../content/applications/productivity/studio/views.rst:345 msgid "" -"From the Sales page, access Studio and, under *Views*, set the *Kanban* " -"option as the default one." +"To change the default chart, select :guilabel:`Bar`, :guilabel:`Line`, or " +":guilabel:`Pie` under :guilabel:`Type`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/views.rst:14 +#: ../../content/applications/productivity/studio/views.rst:347 msgid "" -"**Case scenario 2: allow for the list of leads to be edited inline without " -"having to switch to the form view.**" +"To choose a default data dimension (category), select a field under " +":guilabel:`First dimension` and, if needed, another under :guilabel:`Second " +"dimension`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/views.rst:19 +#: ../../content/applications/productivity/studio/views.rst:349 msgid "" -"On the *List View*, under *View* > *Editable*, choose between *New record on" -" top* or *New record at the bottom*. This way, besides defining the order in" -" which new records are displayed in the view, you are able to edit them." +"To select a default type of data to be measured using the view, select a " +"field under :guilabel:`Measure`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/views.rst:21 +#: ../../content/applications/productivity/studio/views.rst:351 +msgid "" +"*For Bar and Line charts only*: To sort the different data categories by " +"their value, select :guilabel:`Ascending` (from lowest to highest value) or " +":guilabel:`Descending` (from highest to lowest) under :guilabel:`Sorting`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:354 +msgid "" +"*For Bar and Pie charts only*: To access all records whose data is " +"aggregated under a data category on the chart, tick :guilabel:`Access " +"records from graph`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:356 +msgid "" +"*For Bar charts only*: When using two data dimensions (categories), display " +"the two columns on top of each other by default by ticking " +":guilabel:`Stacked graph`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:368 +msgid "Dashboard" +msgstr "Tableau de bord" + +#: ../../content/applications/productivity/studio/views.rst:370 msgid "" -"If the field is left blank, no editing is possible and records are shown " -"based on your column preferences on the lead's page (front-end)." +"The :guilabel:`Dashboard` view is used to display multiple reporting views " +"and key performance indicators. Which elements are displayed on the view " +"depends on the configuration of the other reporting views." msgstr "" diff --git a/locale/fr/LC_MESSAGES/services.po b/locale/fr/LC_MESSAGES/services.po index 5c18ca9f9..d8b2a5869 100644 --- a/locale/fr/LC_MESSAGES/services.po +++ b/locale/fr/LC_MESSAGES/services.po @@ -20,7 +20,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-07-22 09:36+0000\n" +"POT-Creation-Date: 2022-09-01 15:11+0000\n" "PO-Revision-Date: 2021-11-02 08:49+0000\n" "Last-Translator: Cécile Collart , 2022\n" "Language-Team: French (https://www.transifex.com/odoo/teams/41243/fr/)\n" @@ -1226,7 +1226,7 @@ msgid ":doc:`reinvoice_from_project`" msgstr ":doc:`reinvoice_from_project`" #: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:112 -#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:102 +#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:104 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/management/products/uom`" msgstr "" @@ -1239,13 +1239,10 @@ msgstr "" #: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:5 msgid "" -"The :guilabel:`Timesheet on Ticket` integration provides more control and " +"The :guilabel:`Timesheets` integration provides more control and " "transparency over how clients are charged, and what they're specifically " "billed for." msgstr "" -"L'intégration :guilabel:`Feuille de temps sur un ticket` offre plus de " -"contrôle et de transparence sur la manière dont les clients sont facturés, " -"et sur ce pour quoi ils sont spécifiquement facturés." #: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:8 msgid "" @@ -1264,34 +1261,21 @@ msgstr "Configuration" #: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:15 msgid "" -"To turn on the :guilabel:`Timesheet on Ticket` feature, go to " +"To turn on the :guilabel:`Timesheets` feature, go to " ":menuselection:`Helpdesk --> Configuration --> Helpdesk Teams`, select a " "Helpdesk team, and then, click :guilabel:`Edit`. Next, enable the options " -":guilabel:`Timesheet on Ticket` and :guilabel:`Time Reinvoicing`. Then, " -"click :guilabel:`Save` to apply these changes to the Helpdesk team settings." +":guilabel:`Timesheets` and :guilabel:`Time Billing`. Then, click " +":guilabel:`Save` to apply these changes to the Helpdesk team settings." msgstr "" -"Pour activer la fonctionnalité :guilabel:`Feuille de temps sur ticket`, " -"allez dans :menuselection:`Assistance --> Configuration --> Équipes " -"d'assistance`, sélectionnez une équipe d'assistance, puis cliquez sur " -":guilabel:`Modifier`. Ensuite, activez les options :guilabel:`Feuilles de " -"temps sur ticket` et :guilabel:`Refacturation du temps`. Ensuite, cliquez " -"sur :guilabel:`Sauvegarder` pour appliquer ces modifications aux paramètres " -"de l'équipe d'Assistance." #: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:20 msgid "" -"Once the :guilabel:`Timesheet on Ticket` feature is enabled, a " -":guilabel:`Project` drop-down option will appear below :guilabel:`Timesheet " -"on Ticket`. The :guilabel:`Project` drop-down option will automatically be " -"set to a Project that Odoo created for the Helpdesk team. The tickets' " -"timesheets will be stored in the selected Project." +"Once the :guilabel:`Timesheets` feature is enabled, a :guilabel:`Project` " +"drop-down option will appear below :guilabel:`Timesheets`. The " +":guilabel:`Project` drop-down option will automatically be set to a project " +"that Odoo created for the Helpdesk team. The tickets' timesheets will be " +"stored in the selected project." msgstr "" -"Une fois que la fonctionnalité :guilabel:`Feuille de temps sur ticket` est " -"activée, une option déroulante :guilabel:`Projet` apparaîtra sous " -":guilabel:`Feuille de temps sur ticket`. L'option déroulante " -":guilabel:`Projet` sera automatiquement définie sur un projet créé par Odoo " -"pour l'équipe de l'Assistance. Les feuilles de temps des tickets seront " -"stockées dans le projet sélectionné." #: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:26 msgid "Create a sales order" @@ -1325,18 +1309,11 @@ msgstr "" msgid "" "First, in the :guilabel:`General Information` tab, set the " ":guilabel:`Product Type` to :guilabel:`Service` and the :guilabel:`Sales " -"Price` to the Helpdesk agent's service rate. Then, in the :guilabel:`Sales` " -"tab, set the :guilabel:`Service Invoicing Policy` to :guilabel:`Timesheets " -"on tasks`. Finally, click :guilabel:`Save` to create the new product and add" -" it to the quotation." +"Price` to the Helpdesk agent's service rate. Then, set the " +":guilabel:`Invoicing Policy` to :guilabel:`Based on Timesheets`. Finally, " +"click :guilabel:`Save` to create the new product and add it to the " +"quotation." msgstr "" -"Tout d'abord, dans l'onglet :guilabel:`Informations générales`, définissez " -"le :guilabel:`Type de produit` sur :guilabel:`Service` et le :guilabel:`Prix" -" de vente` sur le taux de service de l'agent du service d'assistance. " -"Ensuite, dans l'onglet :guilabel:`Ventes`, définissez :guilabel:`Politique " -"de facturation du service` sur :guilabel:`Feuilles de temps sur les tâches`." -" Enfin, cliquez sur :guilabel:`Sauvegarder` pour créer le nouveau produit et" -" l'ajouter au devis." #: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:41 msgid "" @@ -1353,17 +1330,10 @@ msgstr "Enregistrer une feuille de temps" #: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:50 msgid "" "To record a timesheet, jump back to the Helpdesk ticket by going to the " -"Helpdesk dashboard and clicking :guilabel:`Tickets` on the team's card (or " -"by going to the Projects dashboard and clicking :guilabel:`Tickets` on the " -"project card). Then, click :guilabel:`Edit` and use the " -":guilabel:`Timesheets` tab to record the time spent on the ticket." +":guilabel:`Helpdesk` dashboard, clicking :guilabel:`Tickets` on the team's " +"card, and locating the correct ticket. Then, click :guilabel:`Edit` and use " +"the :guilabel:`Timesheets` tab to record the time spent on the ticket." msgstr "" -"Pour enregistrer une feuille de temps, revenez au ticket d'Assistance en " -"allant sur le tableau de bord de l'Assistance et cliquez sur " -":guilabel:`Tickets` sur la carte de l'équipe (ou en allant sur le tableau de" -" bord des projets et en cliquant sur :guilabel:`Tickets` sur la carte du " -"projet). Ensuite, cliquez sur :guilabel:`Modifier` et utilisez l'onglet " -":guilabel:`Feuilles de temps` pour enregistrer le temps passé sur le ticket." #: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:60 msgid "" @@ -1379,29 +1349,25 @@ msgstr "Lier un ticket d'assistance à un bon de commande" #: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:66 msgid "" -"Once a timesheet is recorded, the :guilabel:`Sales Order Item` field will " -"appear on the ticket form. To link the :abbr:`SO (Sales Order)` to the " -"ticket, start on the ticket form and click :guilabel:`Edit`. Next, select " -"the :abbr:`SO (Sales Order)` that was created earlier from the drop-down " -"menu. Odoo will automatically filter the sales orders to only show sales " -"orders that are connected to the ticket's customer. Lastly, click " -":guilabel:`Save` to connect the ticket and the :abbr:`SO (Sales Order)`." +"To link the :guilabel:`Sales Order` to the ticket, start on the ticket form " +"and click :guilabel:`Edit`. Next, select the :guilabel:`Sales Order` that " +"was created earlier from the :guilabel:`Sales Order Item` drop-down menu. " +"Odoo will automatically filter the options to only show sales orders that " +"are connected to the ticket's customer. Lastly, click :guilabel:`Save` to " +"connect the ticket and the :guilabel:`Sales Order Item`." msgstr "" -"Une fois qu'une feuille de temps est enregistrée, le champ :guilabel:`Bon de" -" commande` apparaîtra sur le formulaire de ticket. Pour lier le :abbr:`SO " -"(bon de commande)` au ticket, commencez sur le formulaire du ticket et " -"cliquez sur :guilabel:`Modifier`. Ensuite, sélectionnez le :abbr:`SO (bon de" -" commande)` qui a été créé précédemment dans le menu déroulant. Odoo va " -"automatiquement filtrer les commandes de vente pour ne montrer que les " -"commandes de vente qui sont liées au client du ticket. Enfin, cliquez sur " -":guilabel:`Sauvegarder` pour connecter le ticket et le :abbr:`SO (bon de " -"commande)`." -#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:78 +#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:77 +msgid "" +"The :guilabel:`Sales Order Item` can be connected to the ticket before or " +"after any timesheets are recorded, the order doesn't matter." +msgstr "" + +#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:81 msgid "Modify billing rates" msgstr "Modifier les tarifs de facturation" -#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:80 +#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:83 msgid "" "If a timesheet entry is recorded, but the agent does not want to bill the " "client for that time, go to the :guilabel:`Timesheets` tab and toggle on the" @@ -1417,7 +1383,7 @@ msgstr "" ":guilabel:`Ligne de vente` de l'entrée de feuille de temps non facturable " "vide." -#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:85 +#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:88 msgid "" "If the agent wants to charge a different rate for a timesheet entry, first, " "add a new product to the connected :abbr:`SO (Sales Order)` priced at the " @@ -1429,33 +1395,23 @@ msgstr "" "commande)` en question avec un prix actualisé. Ensuite, sélectionnez le " "nouveau produit dans le champ :guilabel:`Commande` de la feuille de temps." -#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:90 +#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:93 msgid "Create the invoice" msgstr "Création d'une facture" -#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:92 +#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:95 msgid "" "When the Helpdesk ticket is completed and the client is ready to be billed " "for time, begin by clicking the :guilabel:`Sales Order` smart button on the " -"ticket form to navigate to the :abbr:`SO (Sales Order)`. The " -":guilabel:`Delivered` column should match the number of hours recorded on " -"the ticket's timesheet. After checking and filling out the relevant " -"information, click :guilabel:`Create Invoice` to bill the client for the " -"time spent on the ticket. Odoo will automatically generate an invoice to " -"send to the client and the Helpdesk ticket can officially be closed." +"ticket form to navigate to the sales order. The :guilabel:`Delivered` column" +" should match the number of hours recorded on the ticket's timesheet. After " +"checking and filling out the relevant information, click :guilabel:`Create " +"Invoice` to bill the client for the time spent on the ticket. Odoo will " +"automatically generate an invoice to send to the client and the Helpdesk " +"ticket can officially be closed." msgstr "" -"Lorsque le ticket d'assistance est terminé et que le client est prêt à être " -"facturé pour le temps de travail de l'agent d'assistance, commencez par " -"cliquer sur le bouton intelligent :guilabel:`Bon de commande` sur le " -"formulaire du ticket pour naviguer vers le :abbr:`SO (Sales Order)`. La " -"colonne :guilabel:`Livré` doit correspondre au nombre d'heures enregistrées " -"sur la feuille de temps du ticket. Après avoir vérifié et rempli les " -"informations pertinentes, cliquez sur :guilabel:`Créer une facture` pour " -"facturer au client le temps passé sur le ticket. Odoo générera " -"automatiquement une facture à envoyer au client et le ticket d'Assistance " -"pourra être officiellement fermé." -#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:101 +#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:103 msgid ":doc:`invoice_time`" msgstr ":doc:`invoice_time`" diff --git a/locale/nl/LC_MESSAGES/finance.po b/locale/nl/LC_MESSAGES/finance.po index 16374032e..05ab7c1d7 100644 --- a/locale/nl/LC_MESSAGES/finance.po +++ b/locale/nl/LC_MESSAGES/finance.po @@ -21,7 +21,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-07-22 09:36+0000\n" +"POT-Creation-Date: 2022-09-01 15:11+0000\n" "PO-Revision-Date: 2021-11-02 08:47+0000\n" "Last-Translator: Martin Trigaux, 2022\n" "Language-Team: Dutch (https://www.transifex.com/odoo/teams/41243/nl/)\n" @@ -269,13 +269,13 @@ msgstr "" #: ../../content/applications/finance/accounting/bank/misc/interbank.rst:14 #: ../../content/applications/finance/accounting/bank/reconciliation/reconciliation_models.rst:69 #: ../../content/applications/finance/accounting/bank/reconciliation/use_cases.rst:16 -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:22 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:16 #: ../../content/applications/finance/accounting/bank/setup/manage_cash_register.rst:9 #: ../../content/applications/finance/accounting/bank/setup/outstanding_accounts.rst:20 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:32 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:29 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:290 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:331 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:332 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:34 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/germany.rst:58 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/italy.rst:18 @@ -294,8 +294,9 @@ msgstr "" #: ../../content/applications/finance/accounting/payables/supplier_bills/invoice_digitization.rst:22 #: ../../content/applications/finance/accounting/payables/supplier_bills/manage.rst:31 #: ../../content/applications/finance/accounting/receivables/customer_invoices/cash_rounding.rst:14 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:55 #: ../../content/applications/finance/accounting/receivables/customer_invoices/epc_qr_code.rst:20 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:42 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:46 #: ../../content/applications/finance/accounting/receivables/customer_payments/batch.rst:15 #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:20 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:39 @@ -1687,172 +1688,166 @@ msgid "`Odoo Tutorials: Accounting Basics `_" msgstr "" #: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:3 -msgid "Manage a bank in a foreign currency" +msgid "Manage a bank account in a foreign currency" msgstr "" #: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:5 msgid "" "In Odoo, every transaction is recorded in the default currency of the " -"company. Reports are all based on the currency of the company. But for " -"transactions occurring in another currency, Odoo stores both the value in " -"the currency of the company and the value in the currency of the " -"transaction." +"company, and reports are all based on that default currency. When you have a" +" bank account in a foreign currency, for every transaction, Odoo stores two " +"values:" msgstr "" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:11 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:9 +msgid "The debit/credit in the currency of the *company*;" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:10 +msgid "The debit/credit in the currency of the *bank account*." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:12 msgid "" -"When you have a bank account in a foreign currencies, for every transaction," -" Odoo stores two values:" +"Currency rates are updated automatically using the web services of a banking" +" institution. By default, Odoo uses the European Central Bank's web services" +" but other options are available." msgstr "" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:14 -msgid "The debit/credit in the currency of the company" +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:19 +msgid "Activate multi-currencies" msgstr "" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:16 -msgid "The debit/credit in the currency of the bank account" -msgstr "" - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:18 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:21 msgid "" -"Currency rates are updated automatically using yahoo.com, or the European " -"Central bank web-services." +"To work with multiple currencies, go to :menuselection:`Accounting --> " +"Configuration --> Settings --> Currencies` and tick :guilabel:`Multi-" +"Currencies`. Under :guilabel:`Post Exchange difference entries in:`, provide" +" a :guilabel:`Journal`, a :guilabel:`Gain Account`, a :guilabel:`Loss " +"Account`, and then click on :guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:25 -msgid "Activate the multi-currency feature" -msgstr "Activeer de multi valuta optie" - #: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:27 -msgid "" -"In order to allow your company to work with multiple currencies, you should " -"activate the multi-currency mode. In the accounting application, go into " -":menuselection:`Configuration --> Settings --> Accounting & Finance " -"Features` make sure the **Allow Multi-currencies** box is ticked. Provide a " -"**Currency Exchange Gain / Loss** account, then click on **Apply**." -msgstr "" - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:34 msgid "Configure currencies" msgstr "Configureer valuta" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:36 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:29 msgid "" -"Once the Odoo is configured to support multiple currencies, you should " -"activate the currencies you plan to work with. To do that, go to the menu " -":menuselection:`Configuration --> Currencies`. All the currencies are " -"created by default, but you should activate the ones you plan to support (to" -" activate a currency, check its \"Active\" field)." +"Once Odoo is configured to support multiple currencies, they are all created" +" by default, but not necessarily active. To activate the new currencies, " +"click on :guilabel:`Activate Other Currencies` under the :guilabel:`Multi-" +"Currencies` setting or go to :menuselection:`Accounting --> Configuration " +"--> Accounting: Currencies`." msgstr "" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:42 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:34 msgid "" -"After having activated the currencies, you can configure the parameters to " -"automate the currency rate update. These options are also in the settings of" -" the Accounting application, in the bottom of the page:" +"When the currencies are activated, you can choose to **automate** the " +"currency rate update, or leave it on **manual**. To configure the rate " +"update, go back to :menuselection:`Accounting --> Configuration --> Settings" +" --> Currencies`, check :guilabel:`Automatic Currency Rates`, set " +":guilabel:`Interval` to your desired frequency, and then click on " +":guilabel:`Save`. You also have the option to choose the :guilabel:`Service`" +" you wish to obtain currency rates from." msgstr "" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:49 -msgid "Click on the **Update Now** link to update the currency rates now." -msgstr "Klik op de **Update nu** link om uw wisselkoersen te updaten." +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:40 +msgid "" +"Click on the Update now button (:guilabel:`🗘`) besides the :guilabel:`Next " +"Run` field to update the currency rates manually." +msgstr "" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:52 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:44 msgid "Create a new bank account" msgstr "Maak een nieuwe bankrekening aan" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:54 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:46 msgid "" -"In the accounting application, we first go to :menuselection:`Configuration " -"--> Accounting / Bank account`, and we create a new one." +"In the accounting application, go to :menuselection:`Accounting --> " +"Configuration --> Journals` and create a new one. Enter a :guilabel:`Journal" +" Name` and set the :guilabel:`Type` to `Bank`. In the :guilabel:`Journal " +"Entries` tab, enter a **short code**, a **currency**, and then finally click" +" on the :guilabel:`Bank Account` field to create a new account. In the pop-" +"up window of the account creation, enter a name, a code (ex.: 550007), set " +"its type to `Bank and Cash`, set a currency type, and save. When you are " +"back on the **journal**, click on the :guilabel:`Account Number` field, and " +"in the pop-up window, fill out the :guilabel:`Account Number`, " +":guilabel:`Bank` of your account, and save." msgstr "" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:60 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:59 msgid "" -"Once you save this bank account, Odoo will create all the documents for you:" +"Upon creation of the journal, Odoo automatically links the bank account to " +"the journal. It can be found under :menuselection:`Accounting --> " +"Configuration --> Accounting: Chart of Accounts`." msgstr "" #: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:63 -msgid "An account in the trial balance" +msgid "Vendor bill in a foreign currency" msgstr "" #: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:65 -msgid "A journal in your dashboard" -msgstr "Een dagboek in uw dashboard" - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:67 msgid "" -"Information about the bank account in the footer of your invoices if checked" -" the box **Show in Invoices Footer**" +"To pay a bill in a foreign currency, simply select the currency next to the " +":guilabel:`Journal` field and register the payment. Odoo automatically " +"creates and posts the foreign **exchange gain or loss** as a new journal " +"entry." msgstr "" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:71 -msgid "Example: A vendor bill in a foreign currency" +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:74 +msgid "" +"Note that you can pay a foreign bill with another currency. In that case, " +"Odoo automatically converts between the two currencies." msgstr "" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:73 -msgid "" -"Based on the above example, let's assume we receive the following bill from " -"a supplier in China." +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:78 +msgid "Unrealized Currency Gains/Losses Report" msgstr "" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:76 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:80 msgid "" -"In the :menuselection:`Purchase --> Vendor Bills` , this is what you could " -"see:" +"This report gives an overview of all unrealized amounts in a foreign " +"currency on your balance sheet, and allows you to adjust an entry or " +"manually set an exchange rate. To access this report, go to " +":menuselection:`Reporting --> Management: Unrealized Currency Gains/Losses`." +" From here, you have access to all open entries in your **balance sheet**." msgstr "" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:81 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:89 msgid "" -"Once you are ready to pay this bill, click on register payment on the bill " -"to record a payment." +"If you wish to use a different currency rate than the one set in " +":menuselection:`Accounting --> Configuration --> Settings --> Currencies`, " +"click the :guilabel:`Exchange Rates` button and change the rate of the " +"foreign currencies in the report." msgstr "" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:87 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:97 msgid "" -"That's all you have to do. Odoo will automatically post the foreign exchange" -" gain or loss at the reconciliation of the payment with the invoice, " -"depending if the currency rate increased or decreased between the invoice " -"and the payment date." +"When manually changing **exchange rates**, a yellow banner appears allowing " +"you to reset back to Odoo's rate. To do so, simply click on :guilabel:`Reset" +" to Odoo's Rate`." msgstr "" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:92 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:104 msgid "" -"Note that you can pay a foreign bill with another currency. In such a case, " -"Odoo will automatically convert between the two currencies." -msgstr "" - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:96 -msgid "Customers Statements" -msgstr "Klantafschriften" - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:98 -msgid "" -"Customers and vendor statements are managed in the currency of the invoice. " -"So, the amount due by your customer (to your vendor) is always expressed in " -"the currency of the invoice." -msgstr "" - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:102 -msgid "" -"If you have several invoices with different currencies for the same " -"customer, Odoo will split the customer statement by currency, as shown in " -"the report below." +"In order to update your **balance sheet** with the amount of the " +":guilabel:`adjustment` column, click on the :guilabel:`Adjustment Entry` " +"button. In the pop-up window, select a :guilabel:`Journal`, " +":guilabel:`Expense Account` and :guilabel:`Income Account` to calculate and " +"process the **unrealized gains and losses**." msgstr "" #: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:109 msgid "" -"In the above report, the account receivable associated to Camptocamp is not " -"managed in a secondary currency, which means that it keeps every transaction" -" in its own currency. If you prefer, you can set the account receivable for " -"this customer in a secondary currency and all its debts will automatically " -"be converted to this currency." +"You can set the date of the report in the :guilabel:`Date` field. Odoo " +"automatically reverses the booking entry to the date set in " +":guilabel:`Reversal Date`." msgstr "" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:115 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:112 msgid "" -"In such a case, the customer statement always has only one currency. In " -"general, this is not what the customer expect as he prefers to see the " -"amounts in the currency of the invoices he received;" +"Once posted, the :guilabel:`adjustment` column should indicate `0.00`, " +"meaning all **unrealized gains/losses** have been adjusted." msgstr "" #: ../../content/applications/finance/accounting/bank/setup/manage_cash_register.rst:3 @@ -2906,7 +2901,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:515 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:651 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:653 #: ../../content/applications/finance/accounting/others/multicurrencies/invoices_payments.rst:64 msgid "Vendor Bills" msgstr "Leveranciersfacturen" @@ -3187,8 +3182,8 @@ msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:26 msgid "" -"**l10n_cl_reports:** Adds the reports Propuesta F29 y Balance Tributario (8" -" columnas)." +"**l10n_cl_reports:** Adds the reports Propuesta F29 y Balance Tributario (8 " +"columnas)." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:32 @@ -3282,7 +3277,7 @@ msgstr "Certificaat" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:103 msgid "" "In order to generate the electronic invoice signature, a digital certificate" -" with the extension ``.pfx`` is required, proceed to this section and load " +" with the extension ``pfx`` is required, proceed to this section and load " "your file and password." msgstr "" @@ -3290,7 +3285,7 @@ msgstr "" msgid "" "A certificate can be shared between several users. If this is the case leave" " the user field empty, so all your billing users can use the same one. On " -"the other hand, if you need to restrict the certificate for a particular " +"the other hand, if you need to restrict the certificate for a particular " "user, just define the users in the certificate." msgstr "" @@ -3298,12 +3293,12 @@ msgstr "" msgid "" "In some cases, depending on the certificate format, it is possible that the " "field Subject Serial Number is not loaded automatically. If this is the " -"case, you can manually edit this field by filling it with the Certificate’s " +"case, you can manually edit this field by filling it with the Certificate's " "legal representative RUT." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:124 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:702 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:871 msgid "Financial Reports" msgstr "Financiële rapportages" @@ -3432,7 +3427,7 @@ msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:233 msgid "" -"Each document type can have a unique sequence per company. As part of the " +"Each document type can have a unique sequence per company. As part of the " "localization, the Document Type includes the country on which the document " "is applicable and the data is created automatically when the localization " "module is installed." @@ -3534,25 +3529,25 @@ msgid "" "By default, all the sales journals created will use documents." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:308 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:307 msgid "" "For the Chilean localization, it is important to define the default Debit " "and Credit accounts as they are required for one of the debit notes use " "cases." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:312 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:313 msgid "CAF" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:314 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:315 msgid "" "A CAF (Folio Authorization Code) is required, for each document type that is" " issued to your customers, the CAF is a file the SII provides to the Emisor " "with the folio/sequence authorized for the electronic invoice documents." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:318 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:319 msgid "" "Your company can make several requests for folios and obtain several CAFs, " "each one associated with different ranges of folios. The CAFs are shared " @@ -3560,59 +3555,60 @@ msgid "" "document type and it will be applied on all journals." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:322 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:323 msgid "" -"Please refer to the SII documentation to check the detail on how to acquire " -"the CAF: `SII Timbraje `_." +"Please refer to the `SII documentation " +"`_ to check the detail on how to" +" acquire the CAF." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:326 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:327 msgid "" "The CAFs required by the SII are different from Production to Test " "(Certification mode). Make sure you have the correct CAF set depending on " "your environment." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:333 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:334 msgid "" "Once you have the CAF files you need to associate them with a document type " "in Odoo, in order to add a CAF, just follow these steps:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:336 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:337 msgid "Access to :menuselection:`Accounting --> Settings --> CAF`" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:337 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:338 msgid "Upload the file." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:338 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:339 msgid "Save the CAF." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:344 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:345 msgid "" "Once loaded, the status changes to *In Use*. At this moment, when a " "transaction is used for this document type, the invoice number takes the " "first folio in the sequence." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:348 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:349 msgid "" "In case you have used some folios in your previous system, make sure you set" " the next valid folio when the first transaction is created." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:354 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:355 msgid "Usage and Testing" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:357 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:358 msgid "Electronic Invoice Workflow" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:359 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:360 msgid "" "In the Chilean localization the electronic Invoice workflow covers the " "Emission of Customer Invoices and the reception of Vendor Bills, in the next" @@ -3620,49 +3616,52 @@ msgid "" "the customers and Vendors." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:369 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:370 msgid "Customer invoice Emission" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:371 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:372 msgid "" "After the partners and journals are created and configured, the invoices are" " created in the standard way, for Chile one of the differentiators is the " "document type which is selected automatically based on the Taxpayer." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:375 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:376 msgid "You can manually change the document type if needed." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:382 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:383 msgid "" "Documents type 33: Electronic Invoice must have at least one item with tax, " "otherwise the SII rejects the document validation." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:386 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:389 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:813 msgid "Validation and DTE Status" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:388 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:391 msgid "" "When all the invoice information is filled, either manually or automatically" -" when it’s created from a sales order, proceed to validate the invoice. " +" when it's created from a sales order, proceed to validate the invoice. " "After the invoice is posted:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:391 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:394 msgid "" "The DTE File (Electronic Tax Document) is created automatically and added in" " the chatter." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:392 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:395 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:759 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:823 msgid "The DTE SII status is set as: Pending to be sent." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:398 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:401 msgid "" "The DTE Status is updated automatically by Odoo with a scheduled action that" " runs every day at night, if you need to get the response from the SII " @@ -3670,7 +3669,7 @@ msgid "" "follows:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:407 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:410 msgid "" "In the first step the DTE is sent to the SII, you can manually send it using" " the button: Enviar Ahora, a SII Tack number is generated and assigned to " @@ -3678,38 +3677,38 @@ msgid "" "by email. The DTE status is updated to Ask for Status." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:412 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:415 msgid "" "Once the SII response is received Odoo updates the DTE Status, in case you " "want to do it manually just click on the button: Verify on SII. The result " "can either be Accepted, Accepted With Objection or Rejected." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:421 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:424 msgid "" "There are several internal status in the SII before you get Acceptance or " -"Rejection, in case you click continuously the Button Verify in SII, you " -"will receive in the chatter the detail of those intermediate statuses:" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:429 -msgid "The final response from the SII, can take on of these values:" +"Rejection, in case you click continuously the Button Verify in SII, you will" +" receive in the chatter the detail of those intermediate statuses:" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:432 -msgid "" -"**Accepted:** Indicates the invoice information is correct, our document is " -"now fiscally valid and it’s automatically sent to the customer." +msgid "The final response from the SII, can take on of these values:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:435 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:434 +msgid "" +"**Accepted:** Indicates the invoice information is correct, our document is " +"now fiscally valid and it's automatically sent to the customer." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:437 msgid "" "**Accepted with objections:** Indicates the invoice information is correct " "but a minor issue was identified, nevertheless our document is now fiscally " -"valid and it’s automatically sent to the customer." +"valid and it's automatically sent to the customer." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:443 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:445 msgid "" "**Rejected:** Indicates the information in the invoice is incorrect and " "needs to be corrected, the detail of the issue is received in the emails you" @@ -3717,28 +3716,28 @@ msgid "" "are also retrieved in the chatter once the email server is processed." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:448 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:450 msgid "If the invoice is Rejected please follow this steps:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:450 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:452 msgid "Change the document to draft." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:451 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:453 msgid "" "Make the required corrections based on the message received from the SII." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:452 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:454 msgid "Post the invoice again." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:460 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:462 msgid "Crossed references" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:462 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:464 msgid "" "When the Invoice is created as a result of another fiscal document, the " "information related to the originator document must be registered in the Tab" @@ -3747,128 +3746,128 @@ msgid "" "credit and debit notes, they are set automatically by Odoo:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:472 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:474 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:450 msgid "Invoice PDF Report" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:474 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:476 msgid "" "Once the invoice is accepted and validated by the SII and the PDF is " "printed, it includes the fiscal elements that indicate that the document is " "fiscally valid:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:482 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:484 msgid "" "If you are hosted in Odoo SH or On-Premise, you should manually install the " "``pdf417gen`` library. Use the following command to install it: ``pip " "install pdf417gen``." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:486 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:488 msgid "Commercial Validation" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:488 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:490 msgid "Once the invoice has been sent to the customer:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:490 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:492 msgid "DTE partner status changes to “Sent”." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:491 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:493 msgid "The customer must send a reception confirmation email." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:492 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:494 msgid "" "Subsequently, if all the commercial terms and invoice data are correct, they" " will send the Acceptance confirmation, otherwise they send a Claim." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:494 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:496 msgid "The field DTE acceptation status is updated automatically." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:502 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:504 msgid "Processed for Claimed invoices" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:504 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:506 msgid "" "Once the invoice has been Accepted by the SII **it can not be cancelled in " -"Odoo**. In case you get a Claim for your customer the correct way to " -"proceed is with a Credit Note to either cancel the Invoice or correct it. " -"Please refer to the Credit Notes section for more details." +"Odoo**. In case you get a Claim for your customer the correct way to proceed" +" is with a Credit Note to either cancel the Invoice or correct it. Please " +"refer to the :ref:`chile/credit-notes` section for more details." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:513 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:515 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:426 msgid "Common Errors" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:515 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:517 msgid "" "There are multiple reasons behind a rejection from the SII, but these are " "some of the common errors you might have and which is the related solution." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:518 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:520 msgid "Error: ``RECHAZO- DTE Sin Comuna Origen.``" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:520 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:522 msgid "" "*Hint:* Make sure the Company Address is properly filled including the State" " and City." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:522 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:524 msgid "Error en Monto: ``- IVA debe declararse.``" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:524 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:528 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:526 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:530 msgid "" "*Hint:* The invoice lines should include one VAT tax, make sure you add one " "on each invoice line." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:526 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:528 msgid "Error: ``Rut No Autorizado a Firmar.``" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:530 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:532 msgid "" "Error: ``Fecha/Número Resolucion Invalido RECHAZO- CAF Vencido : " "(Firma_DTE[AAAA-MM-DD] - CAF[AAAA-MM-DD]) > 6 meses.``" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:533 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:535 msgid "" -"*Hint:* Try to add a new CAF related to this document as the one you’re " +"*Hint:* Try to add a new CAF related to this document as the one you're " "using is expired." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:535 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:537 msgid "" "Error: ``Element '{http://www.sii.cl/SiiDte%7DRutReceptor': This element is " "not expected. Expected is ( {http://www.sii.cl/SiiDte%7DRutEnvia ).``" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:538 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:540 msgid "" "*Hint:* Make sure the field Document Type and VAT are set either in the " "Customer and in the main company." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:541 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:543 msgid "GLOSA: ``Usuario sin permiso de envio.``" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:543 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:545 msgid "" "*Hint:* This error indicates that most likely, your company has not passed " "the `Certification process " @@ -3878,12 +3877,12 @@ msgid "" "not part of the the Odoo services, but we can give you some alternatives." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:552 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:554 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:556 msgid "Credit Notes" msgstr "Creditfacturen" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:554 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:556 msgid "" "When a cancellation or correction is needed over a validated invoice, a " "credit note must be generated. It is important to consider that a CAF file " @@ -3891,33 +3890,33 @@ msgid "" "SII." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:563 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:566 msgid "" -"Refer to the CAF section where we described the process to load the CAF on " -"each document type." +"Refer to the :ref:`CAF section ` where we described" +" the process to load the CAF on each document type." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:567 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:619 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:570 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:622 msgid "Use Cases" msgstr "Use cases" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:570 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:573 msgid "Cancel Referenced document" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:572 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:575 msgid "" -"In case you need to cancel or invalid an Invoice, use the button Add Credit" -" note and select Full Refund, in this case the SII reference Code is " +"In case you need to cancel or invalid an Invoice, use the button Add Credit " +"note and select Full Refund, in this case the SII reference Code is " "automatically set to: Anula Documento de referencia." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:580 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:583 msgid "Corrects Referenced Document Text" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:582 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:585 msgid "" "If a correction in the invoice information is required, for example the " "Street Name, use the button Add Credit note,select Partial Refund and select" @@ -3925,112 +3924,112 @@ msgid "" "automatically set to: Corrige el monto del Documento de Referencia." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:590 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:593 msgid "" "Odoo creates a Credit Note with the corrected text in an invoice and price " "0." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:597 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:600 msgid "" -"It’s important to define the default credit account in the Sales journal as " +"It's important to define the default credit account in the Sales journal as " "it is taken for this use case in specific." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:601 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:604 msgid "Corrects Referenced Document Amount" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:603 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:606 msgid "" "When a correction on the amounts is required, use the button Add Credit note" " and select Partial Refund. In this case the SII reference Code is " "automatically set to: Corrige el monto del Documento de Referencia." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:612 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:615 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:584 msgid "Debit Notes" msgstr "Debetfacturen" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:614 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:617 msgid "" "As part of the Chilean localization, besides creating credit notes from an " "existing document you can also create debit Notes. For this just use the " -"button “Add Debit Note”. The two main use cases for debit notes are " -"detailed below." +"button “Add Debit Note”. The two main use cases for debit notes are detailed" +" below." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:622 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:625 msgid "Add debt on Invoices" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:624 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:627 msgid "" "The most common use case for debit notes is to increase the value of an " "existing invoice, you need to select option 3 in the field Reference code " "SII:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:632 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:635 msgid "" "In this case Odoo automatically includes the source invoice in the cross " "reference section:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:639 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:642 msgid "Cancel Credit Notes" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:641 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:644 msgid "" "In Chile the debits notes are used to cancel a validated Credit Note, in " "this case just select the button Add debit note and select the first option " "in the wizard: *1: Anula Documentos de referencia.*" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:653 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:655 msgid "" "As part of the Chilean localization, you can configure your Incoming email " "server as the same you have register in the SII in order to:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:656 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:658 msgid "" "Automatically receive the vendor bills DTE and create the vendor bill based " "on this information." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:657 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:659 msgid "Automatically Send the reception acknowledgement to your vendor." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:658 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:660 msgid "Accept or Claim the document and send this status to your vendor." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:662 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:663 msgid "Reception" msgstr "Ontvangst" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:664 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:665 msgid "" "As soon as the vendor email with the attached DTE is received: 1. The vendor" " Bill mapping all the information included in the xml. 2. An email is sent " "to the vendor with the Reception acknowledgement. 3. The DTE status is set " -"as: Acuse de Recibido Enviado" +"as: Acuse de Recibido Enviado" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:674 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:675 msgid "Acceptation" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:676 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:677 msgid "" -"If all the commercial information is correct on your vendor bill, you can " -"accept the document using the button: Aceptar Documento, once this is done " -"the DTE Acceptation Status changes to: Accepted and an email of acceptance " -"is sent to the vendor." +"If all the commercial information is correct on your vendor bill then you " +"can accept the document using the :guilabel:`Aceptar Documento` button. Once" +" this is done the DTE Acceptation Status changes to :guilabel:`Accepted`` " +"and an email of acceptance is sent to the vendor." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:686 @@ -4040,23 +4039,253 @@ msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:688 msgid "" "In case there is a commercial issue or the information is not correct on " -"your vendor bill, you can Claim the document before validating it, using " -"the button: Claim, once this is done the DTE Acceptation Status change to: " -"Claim and an email of acceptance is sent to the vendor." +"your vendor bill, you can Claim the document before validating it, using the" +" button: Claim, once this is done the DTE Acceptation Status change to: " +"Claim and an email of acceptance is sent to the vendor." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:696 msgid "" "If you claim a vendor bill, the status changes from draft to cancel " "automatically. Considering this as best practice, all the Claim documents " -"should be canceled as they won’t be valid for your accounting records." +"should be canceled as they won't be valid for your accounting records." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:705 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:701 +msgid "Delivery Guide" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:703 +msgid "" +"To install the Delivery Guide module, go to :menuselection:`Apps` and search" +" for :guilabel:`Chile (l10n_cl)`. Then click :guilabel:`Install` on the " +"module :guilabel:`Chile - E-Invoicing Delivery Guide`." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:708 +msgid "" +"*Chile - E-Invoicing Delivery Guide* has a dependency with *Chile - " +"Facturación Electrónica*. Odoo will install the dependency automatically " +"when the Delivery Guide module is installed." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:711 +msgid "" +"The Delivery Guide module includes sending the DTE to SII and the stamp in " +"PDF reports for deliveries." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:718 +msgid "" +"Once all configurations have been made for electronic invoices (e.g., " +"uploading a valid company certificate, setting up master data, etc.), " +"Delivery Guides need their own CAFs. Please refer to the :ref:`CAF " +"documentation ` to check the details on how to " +"acquire the CAFs for electronic Delivery Guides." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:723 +msgid "" +"Verify the following important information in the *Price for the Delivery " +"Guide* configuration:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:725 +msgid "" +":guilabel:`From Sales Order`: Delivery Guide takes the product price from " +"the Sales Order and shows it on the document." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:727 +msgid "" +":guilabel:`From Product Template`: Odoo takes the price configured in the " +"product template and shows it on the document." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:729 +msgid ":guilabel:`No show price`: no price is shown in the Delivery Guide." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:731 +msgid "" +"Electronic delivery guides are used to move stock from one place to another " +"and they can represent sales, sampling, consignment, internal transfers, and" +" basically any product move." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:735 +msgid "Delivery Guide from a Sales Process" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:737 +msgid "" +"When a Sales Order is created and confirmed, a Delivery Order is generated. " +"After validating the Delivery Order, the option to create a Delivery Guide " +"is activated." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:744 +msgid "" +"When clicking on :guilabel:`Create Delivery Guide` for the first time, a " +"warning message pops up, showing the following:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:751 +msgid "" +"This warning message means the user needs to indicate the next sequence " +"number Odoo has to take to generate the Delivery Guide, and only only " +"happens the *first time* a Delivery Guide is created in Odoo. After the " +"first document has been correctly generated, Odoo takes the CAFs next " +"available number to generate the following Delivery Guide and so on." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:756 +msgid "After the Delivery Guide is created:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:758 +msgid "" +"The DTE file (Electronic Tax Document) is automatically created and added to" +" the chatter." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:765 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:829 +msgid "" +"The DTE Status is automatically updated by Odoo with a scheduled action that" +" runs every day at night. To get a response from the SII immediately, press " +"the :guilabel:`Send now to SII` button." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:768 +msgid "" +"Once the Delivery Guide is sent, it may then be printed by clicking on the " +":guilabel:`Print Delivery Guide` button." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:776 +msgid "Electronic Receipt" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:778 +msgid "" +"To install the Electronic Receipt module, go to :menuselection:`Apps` and " +"search for :guilabel:`Chile (l10n_cl)`. Then click :guilabel:`Install` on " +"the module :guilabel:`Chile - Electronic Receipt`." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:783 +msgid "" +"*Chile - Electronic Receipt* has a dependency with *Chile - Facturación " +"Electrónica*. Odoo will install the dependency automatically when the " +"E-invoicing Delivery Guide module is installed." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:786 +msgid "" +"This module contains the electronic receipt and daily sales report, which " +"are automatically sent to SII." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:793 +msgid "" +"Once all configurations have been made for Electronic Invoices (e.g., " +"uploading a valid company certificate, setting up master data, etc.), " +"Electronic Receipts need their own CAFs. Please refer to the :ref:`CAF " +"documentation ` to check the details on how to " +"acquire the CAFs for Electronic Receipts." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:798 +msgid "" +"Electronic Receipts are useful when clients do not need an Electronic " +"Invoice. By default, there is a partner in the database called *Anonymous " +"Final Consumer* with a generic RUT 66666666-6 and taxpayer type of *Final " +"Consumer*. This partner can be used for Electronic Receipts or a new record " +"may be created for the same purpose." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:803 +msgid "" +"Although Electronic Receipts should be used for final consumers with a " +"generic RUT, it can also be used for specific partners. After the partners " +"and journals are created and configured, the Electronic Receipts are created" +" in the standard way as Electronic Invoice, but the type of document " +":guilabel:`(39) Electronic Receipt` should be selected, like so:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:815 +msgid "" +"When all of the Electronic Receipt information is filled, either manually or" +" automatically from a Sales Order, proceed to validate the receipt. By " +"default, Electronic Invoice is selected as the Document Type, however in " +"order to validate the receipt correctly, make sure to edit the Document Type" +" and change to Electronic Receipt." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:820 +msgid "After the receipt is posted:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:822 +msgid "" +"The DTE file (Electronic Tax Document) is created automatically and added to" +" the chatter." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:832 +msgid "" +"Please refer to the :ref:`DTE Workflow ` for Electronic Invoices as the workflow for Electronic Receipt " +"follows the same process." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:836 +msgid "Daily Sales Report" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:838 +msgid "" +"Once Electronic Receipts have been created, the system creates a daily sales" +" report containing all Electronic Receipts per day. This report is " +"electronically stamped and sent to the SII overnight in XML format. These " +"daily reports can be found in :menuselection:`Reports --> Daily Sales " +"Reports`." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:846 +msgid "A list of daily reports is displayed with all daily DTE sent to SII." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:852 +msgid "" +"If no Electronic Receipt was made on a particular day, the report is sent " +"but it will not have any receipts in it. The report will also have an answer" +" from the SII if it was accepted or rejected (depending on the company's " +"certificate and validated receipts)." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:861 +msgid "" +"For Chilean localization, note that the feature tax included in the price is" +" *not* supported for the Electronic Receipt." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:864 +msgid "" +"If a Daily Sales Report has already been created for a specific day in " +"another system, the daily report in Odoo will be rejected due to the " +"sequence number used. If that is the case, the user has to manually click on" +" :guilabel:`Retry` in order for a new sequence number to be generated (this " +"action is automatically done by Odoo). Afterwards, users can manually verify" +" report status with SII or wait for Odoo to update status later at night." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:874 msgid "Balance Tributario de 8 Columnas" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:707 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:876 msgid "" "This report presents the accounts in detail (with their respective " "balances), classifying them according to their origin and determining the " @@ -4064,18 +4293,18 @@ msgid "" " time, so that a real and complete knowledge of the status of a company." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:711 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:727 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:880 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:896 msgid "" "You can find this report in :menuselection:`Accounting --> Accounting --> " "Reports`" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:718 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:887 msgid "Propuesta F29" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:720 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:889 msgid "" "The form F29 is a new system that the SII enabled to taxpayers, and that " "replaces the Purchase and Sales Books. This report is integrated by Purchase" @@ -4083,9 +4312,9 @@ msgid "" "transactions related to VAT, improving its control and declaration." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:724 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:893 msgid "" -"This record is supplied by the electronic tax documents (DTE’s) that have " +"This record is supplied by the electronic tax documents (DTE's) that have " "been received by the SII." msgstr "" @@ -5341,10 +5570,12 @@ msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:16 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/france.rst:182 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:93 msgid "Name" msgstr "Naam" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:17 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:94 msgid "Technical name" msgstr "Technische naam" @@ -5461,7 +5692,6 @@ msgid "These codes are confidential and should be stored safely." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:76 -#: ../../content/applications/finance/payment_acquirers/ogone.rst:9 msgid "Configuration on Odoo" msgstr "" @@ -6098,7 +6328,7 @@ msgstr "12" #: ../../content/applications/finance/accounting/getting_started/memento.rst:218 #: ../../content/applications/finance/accounting/getting_started/memento.rst:228 #: ../../content/applications/finance/accounting/getting_started/memento.rst:244 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:107 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:111 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:68 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:81 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:131 @@ -6130,7 +6360,7 @@ msgstr "13" #: ../../content/applications/finance/accounting/getting_started/memento.rst:218 #: ../../content/applications/finance/accounting/getting_started/memento.rst:228 #: ../../content/applications/finance/accounting/getting_started/memento.rst:244 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:107 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:111 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:68 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:81 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:131 @@ -10603,7 +10833,7 @@ msgid "EUR" msgstr "EUR" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:140 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:113 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:117 msgid "1000" msgstr "1000" @@ -12268,6 +12498,7 @@ msgstr "" #: ../../content/applications/finance/accounting/getting_started/initial_configuration/chart_of_accounts.rst:176 #: ../../content/applications/finance/accounting/getting_started/initial_configuration/setup.rst:193 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:52 #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:125 #: ../../content/applications/finance/accounting/taxation/taxes/default_taxes.rst:40 msgid "" @@ -12855,7 +13086,7 @@ msgstr "Balans = Debet - Credit" #: ../../content/applications/finance/accounting/getting_started/memento.rst:86 #: ../../content/applications/finance/accounting/receivables/customer_invoices/credit_notes.rst:83 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:90 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:94 msgid "Journal Entries" msgstr "Boekingen" @@ -13122,7 +13353,7 @@ msgstr "" #: ../../content/applications/finance/accounting/getting_started/memento.rst:218 #: ../../content/applications/finance/accounting/getting_started/memento.rst:228 #: ../../content/applications/finance/accounting/getting_started/memento.rst:244 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:107 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:111 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:68 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:81 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:131 @@ -13131,8 +13362,8 @@ msgstr "Rekening" #: ../../content/applications/finance/accounting/getting_started/memento.rst:220 #: ../../content/applications/finance/accounting/getting_started/memento.rst:246 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:109 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:111 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:113 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:115 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:70 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:133 msgid "Account Receivable" @@ -18029,6 +18260,233 @@ msgid "" "`_" msgstr "" +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:3 +msgid "Electronic invoicing (:abbr:`EDI (electronic data interchange)`)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:5 +msgid "" +"EDI, or electronic data interchange, is the inter-company communication of " +"business documents, such as purchase orders and invoices, in a standard " +"format. Sending documents according to an EDI standard ensures that the " +"machine receiving the message can interpret the information correctly. " +"Various EDI file formats exist and are available depending on your company's" +" country." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:10 +msgid "" +"EDI feature enables automating the administration between companies and " +"might also be required by some governments for fiscal control or to " +"facilitate the administration." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:13 +msgid "" +"Electronic invoicing of your documents such as customer invoices, credit " +"notes or vendor bills is one of the application of EDI." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:16 +msgid "Odoo supports, among others, the following formats." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:21 +msgid "Format Name" +msgstr "Soort" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:22 +msgid "Applicability" +msgstr "Toepasbaarheid" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:23 +msgid "Factur-X (CII)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:24 +msgid "Default format on Odoo (enabled by default)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:25 +msgid "Peppol BIS Billing 3.0 (UBL)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:26 +msgid "" +"For companies whose countries are part of the `EAS list " +"`_" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:28 +msgid "E-FFF" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:29 +msgid "For Belgian companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:30 +msgid "XRechnung (UBL)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:31 +msgid "For German companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:32 +msgid "Fattura PA (IT)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:33 +msgid "For Italian companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:34 +msgid "CFDI (4.0)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:35 +msgid "For Mexican companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:36 +msgid "Peru UBL 2.1" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:37 +msgid "For Peruvian companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:38 +msgid "SII IVA Llevanza de libros registro (ES)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:39 +msgid "For Spanish companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:40 +msgid "UBL 2.1 (Columbia)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:41 +msgid "For Colombian companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:42 +msgid "Egyptian Tax Authority" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:43 +msgid "For Egyptian companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:44 +msgid "E-Invoice (IN)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:45 +msgid "For Indian companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:46 +msgid "NLCIUS (Netherlands)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:47 +msgid "For Dutch companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:48 +msgid "EHF 3.0" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:49 +msgid "For Norwegian companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:57 +msgid "" +"Go to :menuselection:`Accounting --> Configuration --> Journals --> Customer" +" Invoices --> Advanced Settings --> Electronic Invoicing` and enable the " +"formats you need for this journal." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:64 +msgid "" +"Once an electronic invoicing format is enabled, XML documents are generated " +"when clicking on :guilabel:`Confirm` in documents such as invoices, credit " +"notes, etc. These documents are either visible in the attachment section, or" +" embedded in the PDF." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:69 +msgid "" +"For E-FFF, the xml file only appears after having generated the PDF " +"(:guilabel:`Print` or :guilabel:`Send & Print` button), since the PDF needs " +"to be embedded inside the xml." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:71 +msgid "" +"By default, the :guilabel:`Factur-X` option is enabled. It means that an XML" +" file is automatically included in the PDF document that is sent." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:73 +msgid "" +"The formats available depend on the country registered in your company's " +":guilabel:`General Information`." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:75 +msgid "" +"Odoo supports the **Peppol BIS Billing 3.0** format that can be used via " +"existing access points." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:79 +msgid "Add new formats to a database created before July 2022" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:81 +msgid "" +"If your database was created before July 2022 and you wish to use one of the" +" formats available from July 2022, you have to :ref:`install " +"` the module :guilabel:`Import/Export electronic invoices " +"with UBL/CII` (module’s technical name: `account_edi_ubl_cii`) and your " +"country-specific module." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:87 +msgid "" +"If you want to use the Belgian format E-FFF in a database created prior to " +"July 2022, you need to :ref:`install `:" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:95 +msgid "Belgium - E-Invoicing (UBL 2.0, e-fff)" +msgstr "België - E-Invoicing (UBL 2.0, e-fff)" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:96 +msgid "`l10n_be_edi`" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:97 +msgid "Import/Export electronic invoices with UBL/CII" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:98 +msgid "`account_edi_ubl_cii`" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:101 +msgid "" +"Once the new module is installed, UBL 2.0 and UBL 2.1 formats no longer " +"appear in the journal since UBL BIS Billing 3.0 is available and more widely" +" supported." +msgstr "" + #: ../../content/applications/finance/accounting/receivables/customer_invoices/epc_qr_code.rst:3 msgid "Add EPC QR Codes to invoices" msgstr "" @@ -18519,49 +18977,59 @@ msgid "" "Conditions*." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:44 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:42 +msgid ":doc:`cash_discounts`" +msgstr ":doc:`cash_discounts`" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:43 +msgid "" +"`Odoo Tutorials: Payment Terms `_" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:48 msgid "" "Go to :menuselection:`Accounting --> Configuration --> Payment Terms` and " "click on *Create*." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:46 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:50 msgid "" "The **Description on the Invoice** is the text displayed on the document " "(sale order, invoice, etc.)." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:49 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:53 msgid "" "In the **Terms** section, you can add a set of rules, called *terms*, to " "define what needs to be paid and by which due date." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:52 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:56 msgid "" "To add a term, click on *Add a line*, and define its *Type*, *Value*, and " "*Due Date Computation*." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:55 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:59 msgid "Terms are computed in the order they are set up." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:56 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:60 msgid "The **balance** should always be used for the last line." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:58 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:62 msgid "" "In the following example, 30% is due on the day of issuance, and the balance" " is due at the end of the following month." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:67 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:71 msgid "Using Payment Terms" msgstr "Betalingstermijnen gebruiken" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:69 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:73 msgid "" "Payment Terms can be defined in the **Due Date** field, with the **Terms** " "drop-down list, on:" @@ -18596,13 +19064,13 @@ msgid "" "*Due Date* is enough." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:80 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:84 msgid "" "You can also define a **Due Date** manually. If Payment Terms are already " "defined, empty the field so you can select a date." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:83 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:87 msgid "Payment Terms can be defined with the **Payment Terms** field on:" msgstr "" @@ -18617,66 +19085,56 @@ msgid "" "under the *Sales & Purchase* tab." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:92 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:96 msgid "" "Invoices with specific Payment Terms generate different *Journal Entries*, " "with one *Journal Item* for every computed *Due Date*." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:95 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:99 msgid "" "This makes for easier *Follow-ups* and *Reconciliation* since Odoo takes " "each due date into account, rather than just the balance due date. It also " "helps to get an accurate *Aged Receivable report*." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:103 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:107 msgid "" "In this example, an invoice of $1000 has been issued with the following " "payment terms: *30% is due on the day of issuance, and the balance is due at" " the end of the following month.*" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:107 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:111 msgid "Due date" msgstr "Vervaldatum" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:109 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:113 msgid "February 21" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:109 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:113 msgid "300" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:111 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:115 msgid "March 31" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:111 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:115 msgid "700" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:113 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:117 msgid "Product Sales" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:116 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:120 msgid "" "The $1000 debited on the Account Receivable is split into two distinct " "*Journal Items*. Both of them have their own **Due Date**." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:120 -msgid ":doc:`cash_discounts`" -msgstr ":doc:`cash_discounts`" - -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:121 -msgid "" -"`Odoo Tutorials: Terms and Conditions (T&C) and Payment Terms " -"`_" -msgstr "" - #: ../../content/applications/finance/accounting/receivables/customer_invoices/snailmail.rst:5 msgid "Send your invoices by post (Snailmail)" msgstr "" @@ -20580,17 +21038,14 @@ msgstr "" #: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:77 msgid "" -"always store the default price TAX EXCLUDED on the product form, and apply a" -" tax (price included on the product form)" +"always store the default price **tax excluded** on the product form, and " +"apply a tax (price excluded on the product form)" msgstr "" -"bewaar altijd de standaard prijs EXCLUSIEF BELASTINGEN op het product " -"formulier en pas een belasting toe (prijs inclusief op het productformulier)" #: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:80 -msgid "create a pricelist with prices in TAX INCLUDED, for specific customers" +msgid "" +"create a pricelist with prices in **tax included**, for specific customers" msgstr "" -"maak een prijslijst met prijzen in BELASTING INBEGREPEN, voor specifieke " -"klanten" #: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:83 msgid "" @@ -20622,11 +21077,44 @@ msgid "" "website" msgstr "" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:97 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:99 +msgid "eCommerce" +msgstr "eCommerce" + +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:101 +msgid "" +"If you only use B2C or B2B prices on your website, simply select the " +"appropriate setting in the **Website** app settings." +msgstr "" + +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:104 +msgid "" +"If you have both B2B and B2C prices on a single website, please follow these" +" instructions:" +msgstr "" + +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:106 +msgid "" +"Activate the :ref:`developer mode ` and go to " +":menuselection:`General Settings --> Users & Companies --> Groups`." +msgstr "" + +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:108 +msgid "" +"Open either `Technical / Tax display B2B` or `Technical / Tax display B2C`." +msgstr "" + +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:109 +msgid "" +"Under the :guilabel:`Users` tab, add the users requiring access to the price" +" type. Add B2C users in the B2C group and B2B users in the B2B group." +msgstr "" + +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:113 msgid "Setting your products" msgstr "Uw producten instellen" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:99 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:115 msgid "" "Your company must be configured with tax excluded by default. This is " "usually the default configuration, but you can check your **Default Sale " @@ -20634,7 +21122,7 @@ msgid "" "Accounting application." msgstr "" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:107 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:123 msgid "" "Once done, you can create a **B2C** pricelist. You can activate the " "pricelist feature per customer from the menu: :menuselection:`Configuration " @@ -20646,7 +21134,7 @@ msgstr "" ":menuselection:`Configuratie --> Instellingen` van de verkopen applicatie. " "Kies de optie **verschillende prijzen per klantensegment**. " -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:112 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:128 msgid "" "Once done, create a B2C pricelist from the menu " ":menuselection:`Configuration --> Pricelists`. It's also good to rename the " @@ -20656,7 +21144,7 @@ msgstr "" ":menuselection:`Configuratie --> Prijslijsten` menu. Het is ook goed om de " "standaard prijslijst te hernoemen naar B2B om verwarring te vermijden." -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:116 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:132 msgid "" "Then, create a product at 8.26€, with a tax of 21% (defined as tax not " "included in price) and set a price on this product for B2C customers at 10€," @@ -20667,11 +21155,11 @@ msgstr "" "prijs in voor dit product van 10€ voor de B2C klant, vanuit het " ":menuselection:`Verkopen --> Producten` menu vanuit de verkopen applicatie: " -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:125 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:141 msgid "Setting the B2C fiscal position" msgstr "De B2C fiscale positie instellen" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:127 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:143 msgid "" "From the accounting application, create a B2C fiscal position from this " "menu: :menuselection:`Configuration --> Fiscal Positions`. This fiscal " @@ -20683,11 +21171,11 @@ msgstr "" "positie moet linken naar de BTW 21% (prijs exclusief belastingen) met een " "BTW 21% (prijs inclusief belastingen)" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:136 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:152 msgid "Test by creating a quotation" msgstr "Test door een offerte aan te maken" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:138 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:154 msgid "" "Create a quotation from the Sale application, using the " ":menuselection:`Sales --> Quotations` menu. You should have the following " @@ -20697,7 +21185,7 @@ msgstr "" ":menuselection:`Verkopen --> Offertes` menu. U moet het volgende resultaat " "hebben: 8.26€ + 1.73€ = 9.99€." -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:145 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:161 msgid "" "Then, create a quotation but **change the pricelist to B2C and the fiscal " "position to B2C** on the quotation, before adding your product. You should " @@ -20709,15 +21197,15 @@ msgstr "" "verwachte resultaat moeten krijgen, wat een totaalprijs van 10€ is voor de " "klant: 8.26€ + 1.74€ = 10.00€." -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:153 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:169 msgid "This is the expected behavior for a customer of your shop." msgstr "Dit is het verwachte gedrag van een klant voor uw winkel." -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:156 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:172 msgid "Avoid changing every sale order" msgstr "Vermijd het wijzigen van elk verkooporder" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:158 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:174 msgid "" "If you negotiate a contract with a customer, whether you negotiate tax " "included or tax excluded, you can set the pricelist and the fiscal position " @@ -20725,7 +21213,7 @@ msgid "" "of this customer." msgstr "" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:163 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:179 msgid "" "The pricelist is in the **Sales & Purchases** tab of the customer form, and " "the fiscal position is in the accounting tab." @@ -20733,7 +21221,7 @@ msgstr "" "De prijslijst is onder het **Verkopen & Inkopen** tabblad van het " "klantenformulier en de fiscale positie is in het boekhoud tabblad." -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:166 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:182 msgid "" "Note that this is error prone: if you set a fiscal position with tax " "included in prices but use a pricelist that is not included, you might have " @@ -22925,7 +23413,6 @@ msgstr "" #: ../../content/applications/finance/payment_acquirers/authorize.rst:15 #: ../../content/applications/finance/payment_acquirers/buckaroo.rst:15 #: ../../content/applications/finance/payment_acquirers/mollie.rst:14 -#: ../../content/applications/finance/payment_acquirers/ogone.rst:15 #: ../../content/applications/finance/payment_acquirers/paypal.rst:17 #: ../../content/applications/finance/payment_acquirers/sips.rst:15 msgid "Credentials tab" @@ -23080,7 +23567,7 @@ msgstr "" #: ../../content/applications/finance/payment_acquirers/authorize.rst:12 #: ../../content/applications/finance/payment_acquirers/buckaroo.rst:12 #: ../../content/applications/finance/payment_acquirers/mollie.rst:11 -#: ../../content/applications/finance/payment_acquirers/ogone.rst:12 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:9 #: ../../content/applications/finance/payment_acquirers/paypal.rst:14 #: ../../content/applications/finance/payment_acquirers/sips.rst:12 #: ../../content/applications/finance/payment_acquirers/stripe.rst:12 @@ -23225,10 +23712,9 @@ msgstr "" #: ../../content/applications/finance/payment_acquirers/authorize.rst:53 #: ../../content/applications/finance/payment_acquirers/buckaroo.rst:47 #: ../../content/applications/finance/payment_acquirers/mollie.rst:31 -#: ../../content/applications/finance/payment_acquirers/ogone.rst:88 #: ../../content/applications/finance/payment_acquirers/paypal.rst:144 #: ../../content/applications/finance/payment_acquirers/sips.rst:32 -#: ../../content/applications/finance/payment_acquirers/stripe.rst:130 +#: ../../content/applications/finance/payment_acquirers/stripe.rst:134 #: ../../content/applications/finance/payment_acquirers/wire_transfer.rst:39 msgid ":doc:`../payment_acquirers`" msgstr "" @@ -23478,142 +23964,204 @@ msgid "" "in secure electronic transactions." msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:17 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:10 msgid "" -"Odoo needs your **API Credentials** to connect with your Ogone account, " -"which comprise:" +"`Ogone's documentation `_." msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:19 -msgid "" -"**PSPID**: The ID solely used to identify the account with Ogone. You chose " -"it when you opened your account." +#: ../../content/applications/finance/payment_acquirers/ogone.rst:13 +msgid "Settings in Ogone" msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:21 -msgid "" -":ref:`API User ID `: The ID solely used to identify the user" -" with Ogone." +#: ../../content/applications/finance/payment_acquirers/ogone.rst:16 +msgid "Create an API user" msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:22 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:18 msgid "" -":ref:`API User Password `: Value used to identify the user " -"with Ogone." +"Log into your Ogone account and head to the :guilabel:`Configuration` tab." msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:23 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:20 msgid "" -":ref:`SHA Key IN `: Key used in the signature Odoo send to" -" Ogone." +"You need to create an **API user** to be used in the creation of " +"transactions from Odoo. While you can use your main account to do so, using " +"an **API user** ensures that if the credentials used in Odoo are leaked, no " +"access to your Ogone configuration is possible. Additionally, passwords for " +"**API users** do not need to be updated regularly, unlike normal users." msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:24 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:25 msgid "" -":ref:`SHA Key OUT `: Key used in the signature Ogone send" -" to Odoo." +"To create an **API user**, go to :menuselection:`Configuration --> Users` " +"and click on :guilabel:`New User`. The following fields must be configured:" msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:26 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:30 +msgid ":guilabel:`UserID`: you can choose anything you want." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:31 msgid "" -"You can copy your credentials from your Ogone account, and paste them in the" -" related fields under the **Credentials** tab." +":guilabel:`User's Name, E-mail and Timezone`: you can enter the information " +"you want." msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:32 -msgid "API User ID and Password" +msgid ":guilabel:`Profile`: should be set to :guilabel:`Admin`." msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:34 -msgid "" -"If you already created a user and have both its ID and password, just copy " -"them. You can also generate a new password from " -":menuselection:`Configuration --> Users --> Your chosen user --> change " -"password`." +#: ../../content/applications/finance/payment_acquirers/ogone.rst:33 +msgid ":guilabel:`Special user for API`: should be checked." msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:38 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:35 msgid "" -"If you don't have a user, create one by going to " -":menuselection:`Configuration --> Users --> New User`. Set your **User ID** " -"to get your **password** when you save your new user." +"After the creation of the user, you are required to generate a password. " +"Save the password and **UserID**, as they will be required later on during " +"the setup." msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:48 -msgid "SHA Key IN" -msgstr "SHA Key IN" - -#: ../../content/applications/finance/payment_acquirers/ogone.rst:50 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:39 msgid "" -"In order to retrieve the SHA Key IN, log into your ogone account, go to " -":menuselection:`Configuration --> Technical Information --> Data and origin " -"verification --> Checks for e-Commerce & Alias Gateway`, and retrieve **SHA " -"Key IN**." +"If you already have an user set up, make sure it is activated without any " +"error. If not, simply click the :guilabel:`Activate(Errors)` button to reset" +" the user." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:43 +msgid "Set up Ogone for Odoo" +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:45 +msgid "" +"Ogone must now be configured to accept payments from Odoo. Head to " +":menuselection:`Configuration --> Technical Information --> Global Security " +"Parameters`, select :guilabel:`SHA-1` as :guilabel:`Hash Algorithm` and " +":guilabel:`UTF-8` as :guilabel:`character encoding`. Then, go to the " +":guilabel:`Data and Origin verification` tab of the same page and leave the " +"URL field of the :guilabel:`e-Commerce and Alias Gateway` section blank." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:52 +msgid "" +"If you need to use another algorithm, such as `sha-256` or `sha-512`, within" +" Odoo, activate the :ref:`developer mode ` and go to " +":menuselection:`General Settings --> Technical --> System Parameters`. From " +"here, search for `payment_ogone.hash.function` and change the value line to " +"the desired algorithm (`sha-256` or `sha-512`)." msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:57 -msgid "SHA Key OUT" -msgstr "SHA Key UIT" - -#: ../../content/applications/finance/payment_acquirers/ogone.rst:59 msgid "" -"In order to retrieve the SHA Key OUT, log into your ogone account, go to " -":menuselection:`Configuration --> Technical Information --> Transaction " -"feedback --> All transaction submission modes`, and get or generate your " -"**API Key** and **Client Key**. Be careful to copy your API key as you'll " -"not be allowed to get it later without generating a new one." +"You are now required to generate **SHA-IN** passphrases. **SHA-IN** and " +"**SHA-OUT** passphrases are used to digitally sign the transaction requests " +"and responses between Odoo and Ogone. By using these secret passphrases and " +"the `sha-1` algorithm, both systems can ensure that the information they " +"receive from the other was not altered or tampered with." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:62 +msgid "" +"Enter the same **SHA-IN** passphrase in both :guilabel:`Checks for " +"e-Commerce & Alias Gateway` and :guilabel:`Checks for DirectLink and Batch " +"(Automatic)`. You can leave the IP address field blank." msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:65 msgid "" -"If you are trying Ogone as a test, with the Test Account, change the " -"**State** to *Test Mode*. We recommend doing this on a test Odoo database, " -"rather than on your main database." +"Your **SHA-IN** and **SHA-OUT** passphrases should be different, and between" +" 16 and 32 characters long. Make sure to use the same **SHA-IN** and **SHA-" +"OUT** passphrases throughout the entire Ogone configuration, as Odoo only " +"allows a single **SHA-IN** and single **SHA-OUT** passphrase." msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:69 -msgid "Configuration on Ogone" -msgstr "" - -#: ../../content/applications/finance/payment_acquirers/ogone.rst:71 msgid "" -"Now that Odoo can communicate with Ogone, we need to make sure that Ogone " -"can send information to your database." +"In order to retrieve the **SHA-OUT** key, log into your Ogone account, go to" +" :menuselection:`Configuration --> Technical Information --> Transaction " +"feedback --> All transaction submission modes`, and get or generate your " +"**API Key** and **Client Key**. Be careful to copy your API key as you’ll " +"not be allowed to get it later without generating a new one." msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:74 msgid "" -"To do so, log into your Ogone account and go to " -":menuselection:`Configuration --> Technical Information --> Transaction " -"feedback --> Direct HTTP server-to-server request`." +"When done, head to :menuselection:`Configuration --> Technical Information " +"--> Transaction Feedback` and check the following options:" msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:77 -msgid "Then, fill the form with the following data:" +msgid "" +"The :guilabel:`URL` fields for :guilabel:`HTTP redirection in the browser` " +"can be left empty, as Odoo will specify these URLs for every transaction " +"request." msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:79 msgid "" -"In the **Timing of the request**, select *Online but switch to a deferred " -"request when the online requests fail*." +":guilabel:`I would like to receive transaction feedback parameters on the " +"redirection URLs`: should be checked." msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:0 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:81 msgid "" -"Enter your Odoo databases URL in both **URLs** followed by " -"``/payment/ogone/return``." -msgstr "" - -#: ../../content/applications/finance/payment_acquirers/ogone.rst:0 -msgid "For example: ``https://yourcompany.odoo.com/payment/ogone/return``" +":guilabel:`Direct HTTP server-to-server request`: should to be set to " +"`Online but switch to a deferred request when the online request fails`." msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:83 -msgid "Select *POST* for the **Request Method**." +msgid "" +"Both **URL** fields should contain the same following URL, with `` " +"replaced by your database: `https:///payment/ogone/return`." msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:85 -msgid "Save, and you are ready to go!" +#: ../../content/applications/finance/payment_acquirers/ogone.rst:86 +msgid "" +":guilabel:`Dynamic eCommerce Parameters` should contain the following " +"values: `ALIAS`, `AMOUNT`, `CARDNO`, `CN`, `CURRENCY`, `IP`, `NCERROR` " +"`ORDERID`, `PAYID`, `PM`, `STATUS`, `TRXDATE`. Other parameters can be " +"included (if you have another integration with Ogone that requires them), " +"but are not advised." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:90 +msgid "" +"In the :guilabel:`All transaction submission modes` section, fill out **SHA-" +"OUT** passphrase and disable `HTTP request for status change`." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:93 +msgid "" +"To allow your customers to save their credit card credentials for future " +"use, head to :menuselection:`Configuration --> Alias --> My alias " +"information`. From this tab, you can configure how the user can have its " +"card details saved, for how long the information is saved, if a checkbox to " +"save the card information should be displayed, etc." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:99 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:11 +msgid "Settings in Odoo" +msgstr "Instellingen in Odo" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:101 +msgid "" +"To set up Ogone in Odoo, head to :menuselection:`Accounting --> " +"Configuration --> Payment Acquirers` and open the Ogone acquirer. In the " +":guilabel:`Credentials` tab, enter the **PSPID** of your Ogone account, and " +"fill out the other fields as configured in your :ref:`Ogone portal " +"`." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:106 +msgid "" +"If you wish to run tests with Ogone, within the accounting app, go to " +":menuselection:`Configuration --> Payment Acquirers`. Click on " +":guilabel:`Ogone`, enable :guilabel:`Test Mode` and enter your credentials " +"in the :guilabel:`Credentials` tab. We recommend doing this on an Odoo test " +"database, rather than on your main database." msgstr "" #: ../../content/applications/finance/payment_acquirers/paypal.rst:3 @@ -23628,10 +24176,6 @@ msgid "" " where the customer is routed to the Paypal website to register the payment." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:11 -msgid "Settings in Odoo" -msgstr "Instellingen in Odo" - #: ../../content/applications/finance/payment_acquirers/paypal.rst:19 msgid "" "Odoo needs your **API Credentials** to connect with your PayPal account, " @@ -24148,12 +24692,23 @@ msgstr "" #: ../../content/applications/finance/payment_acquirers/stripe.rst:119 msgid "" -"To enable specific local payment methods with Stripe, list them as supported" -" payment icons. To do so, go to :menuselection:`Payment Acquirers --> Stripe" -" --> Configuration` and add the desired payment methods in the **Supported " -"Payment Icons** field. If the desired payment method is already listed, you " -"don't have anything to do. If a payment icon record doesn't exist in the " -"database, its related payment method is considered enabled with Stripe." +"To enable some of these local payment methods with Stripe, list them as " +"supported payment icons. To do so, go to :menuselection:`Payment Acquirers " +"--> Stripe --> Configuration` and add the desired payment methods in the " +"**Supported Payment Icons** field. If the desired payment method is already " +"listed, you don't have anything to do." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/stripe.rst:129 +msgid "" +"If a payment icon record does not exist in the database and its related " +"local payment method is listed above, it is considered enabled with Stripe." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/stripe.rst:131 +msgid "" +"If a local payment method is not listed above, it is not supported and " +"cannot be enabled." msgstr "" #: ../../content/applications/finance/payment_acquirers/wire_transfer.rst:3 diff --git a/locale/nl/LC_MESSAGES/productivity.po b/locale/nl/LC_MESSAGES/productivity.po index 58a2ef328..d7de811a6 100644 --- a/locale/nl/LC_MESSAGES/productivity.po +++ b/locale/nl/LC_MESSAGES/productivity.po @@ -14,7 +14,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-07-22 09:36+0000\n" +"POT-Creation-Date: 2022-09-01 15:11+0000\n" "PO-Revision-Date: 2021-11-02 08:49+0000\n" "Last-Translator: Martin Trigaux, 2022\n" "Language-Team: Dutch (https://www.transifex.com/odoo/teams/41243/nl/)\n" @@ -1326,7 +1326,7 @@ msgstr "" #: ../../content/applications/productivity/iot/devices/scale.rst:17 msgid "" -"If your scale is `compatibale with Odoo IoT Box " +"If your scale is `compatible with Odoo IoT Box " "`_, there is no need to set up " "anything because it will be automatically detected as soon as it is " "connected." @@ -1671,925 +1671,1850 @@ msgstr "" msgid "Open any email; the shortcut should be displayed." msgstr "" -#: ../../content/applications/productivity/studio.rst:8 +#: ../../content/applications/productivity/studio.rst:6 msgid "Studio" msgstr "Studio" -#: ../../content/applications/productivity/studio.rst:10 +#: ../../content/applications/productivity/studio.rst:16 msgid "" -"Learn all you need in order to build custom applications: customize views, " -"create specific reports, automate actions, define approval workflows, etc." +"Studio is a toolbox that allows you to customize Odoo without coding " +"knowledge. For example, you can, on any app, add or modify:" msgstr "" -#: ../../content/applications/productivity/studio.rst:14 +#: ../../content/applications/productivity/studio.rst:19 +msgid ":doc:`Fields `" +msgstr "" + +#: ../../content/applications/productivity/studio.rst:20 +msgid ":doc:`Views `" +msgstr "" + +#: ../../content/applications/productivity/studio.rst:21 +msgid ":doc:`Models `" +msgstr "" + +#: ../../content/applications/productivity/studio.rst:22 +msgid ":doc:`Automated actions `" +msgstr "" + +#: ../../content/applications/productivity/studio.rst:23 +msgid "PDF reports" +msgstr "" + +#: ../../content/applications/productivity/studio.rst:24 +msgid "Approval rules" +msgstr "" + +#: ../../content/applications/productivity/studio.rst:25 +msgid "Security rules" +msgstr "" + +#: ../../content/applications/productivity/studio.rst:27 +msgid "" +"Or you can :doc:`build an app from scratch `." +msgstr "" + +#: ../../content/applications/productivity/studio.rst:30 msgid "`Odoo Tutorials: Studio `_" msgstr "" -#: ../../content/applications/productivity/studio/concepts.rst:5 -msgid "Concepts" -msgstr "Concepten" +#: ../../content/applications/productivity/studio/automated_actions.rst:3 +msgid "Automated actions (automations)" +msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:3 -msgid "Understanding Automated Actions" +#: ../../content/applications/productivity/studio/automated_actions.rst:5 +msgid "" +"Automated actions are used to trigger automatic changes based on user " +"actions (e.g., apply a modification when a field is set to a specific value)" +" or on time conditions (e.g., archive a record 7 days after its last " +"update)." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:6 +#: ../../content/applications/productivity/studio/automated_actions.rst:9 msgid "" -"Automated actions are used to trigger actions. They are based on conditions " -"and happen on top of Odoo’s default business logic." +"To create an automated action with Studio, go to :guilabel:`Automations` " +"from anywhere within Studio." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:9 +#: ../../content/applications/productivity/studio/automated_actions.rst:12 msgid "" -"Examples of automated actions include: creating a next activity upon a " -"quote's confirmation; adding a user as a follower of a confirmed invoice if " -"its total is higher than a certain amount; or preventing a lead from " -"changing stage if a field is not filled in." +"For every automated action you create, the following elements should be " +"defined: the :ref:`studio/automated-actions/model`, the " +":ref:`studio/automated-actions/trigger`, the :ref:`studio/automated-" +"actions/apply-on`, and the :ref:`studio/automated-actions/action`." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:25 +msgid "Model" +msgstr "Type" + +#: ../../content/applications/productivity/studio/automated_actions.rst:27 +msgid "Select the model where the automated action should be applied." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:16 +#: ../../content/applications/productivity/studio/automated_actions.rst:30 msgid "" -"Let's understand how to properly define *when* an automated action runs and " -"*how* to create one:" +"The model you are on when you click on :guilabel:`Automations` is pre-" +"selected by default." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:35 +msgid "Trigger" +msgstr "Activeer" + +#: ../../content/applications/productivity/studio/automated_actions.rst:37 +msgid "" +"Define when the automated action should be applied. Six triggers are " +"available." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:42 +msgid "On Creation" +msgstr "Bij aanmaken" + +#: ../../content/applications/productivity/studio/automated_actions.rst:44 +msgid "The action is triggered when a record is created and then saved." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:18 +#: ../../content/applications/productivity/studio/automated_actions.rst:49 +msgid "On Update" +msgstr "Bij bijwerken" + +#: ../../content/applications/productivity/studio/automated_actions.rst:51 msgid "" -"The first step is to choose the :doc:`Model ` on " -"which the action is applied." +"The action is triggered when a previously saved record is edited and then " +"saved." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:19 +#: ../../content/applications/productivity/studio/automated_actions.rst:53 msgid "" -"The **Trigger** field defines the event that causes the automated action to " -"happen:" +"Use :guilabel:`Trigger Fields` to specify which fields - and only those - " +"trigger the action on their update." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:21 +#: ../../content/applications/productivity/studio/automated_actions.rst:55 msgid "" -"*On Creation*: when a new record is created. Note that the record is created" -" once saved for the first time." +"To detect when a record changes from one state to another, define a " +":guilabel:`Before Update Domain` filter, which checks if the condition is " +"satisfied before the record is updated. Then set an :ref:`studio/automated-" +"actions/apply-on` filter, which checks if the condition is met after the " +"record is updated." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:23 +#: ../../content/applications/productivity/studio/automated_actions.rst:61 msgid "" -"*On Update*: when the record is updated. Note that the update happens once " -"the record is saved." +"If you want the automated action to happen when an email address is set on a" +" contact, define the :guilabel:`Before Update Domain` to `Email is not set`," +" and the :guilabel:`Apply on` domain to `Email is set`." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:24 +#: ../../content/applications/productivity/studio/automated_actions.rst:72 +msgid "On Creation & Update" +msgstr "Bij aanmaken & bijwerken" + +#: ../../content/applications/productivity/studio/automated_actions.rst:74 msgid "" -"*On Creation & Update*: on the creation and/or on the update of a record " -"once the form is saved." +"The action is triggered when a record is created and saved or edited " +"afterward and saved." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:25 -msgid "*On Deletion*: on the removal of a record under the condition set." +#: ../../content/applications/productivity/studio/automated_actions.rst:79 +msgid "On Deletion" +msgstr "Bij het verwijderen" + +#: ../../content/applications/productivity/studio/automated_actions.rst:81 +msgid "The action is triggered when a record is deleted." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:26 +#: ../../content/applications/productivity/studio/automated_actions.rst:84 msgid "" -"*Based on Form Modification*: when the value of the specified *Trigger* " -"field is changed in the interface (user sees the changes before saving the " -"record). Note that this action can only be used with the *Execute Python " -"Code* action type." +"This trigger is rarely used, as archiving records is usually preferred to " +"deletion." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:29 +#: ../../content/applications/productivity/studio/automated_actions.rst:89 +msgid "Based on Form Modification" +msgstr "Gebaseerd op formulier wijziging" + +#: ../../content/applications/productivity/studio/automated_actions.rst:91 msgid "" -"*Based on Timed Condition*: a delay happens after a specific date/time. Set " -"a *Delay after trigger date* if you need a delay to happen before the " -"*Trigger Date*. Example: to send a reminder 15min before a meeting. If the " -"date/time is not set on the form of the model chosen, the date/time " -"considered is the one of the creation/update of the record." +"The action is triggered when any change is done to a trigger field's value " +"on the :ref:`Form view `, even before saving the " +"record. This trigger only works on the user interface when a modification is" +" made by a user. If the field is changed through another action and not by " +"the user, the action will not run." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:34 -msgid "For every Trigger option, **conditions** can be applied, such as:" +#: ../../content/applications/productivity/studio/automated_actions.rst:97 +msgid "" +"This trigger can only be used with the :ref:`Execute Python Code action " +"`, so development is required." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:36 +#: ../../content/applications/productivity/studio/automated_actions.rst:103 +msgid "Based on Timed Condition" +msgstr "Gebaseerd op tijd" + +#: ../../content/applications/productivity/studio/automated_actions.rst:105 msgid "" -"*Before Update Domain*: if designated, this condition must be satisfied " -"before the record is updated." +"The action is triggered when a trigger field's date or date & time value is " +"reached." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:38 +#: ../../content/applications/productivity/studio/automated_actions.rst:107 msgid "" -"*Apply on*: if designated, this condition must be satisfied before executing" -" the action rule (*Action To Do*), and after the update." +"To trigger the action after the :guilabel:`Trigger Date`, add a number of " +"minutes, hours, days, or months under :guilabel:`Delay after trigger date`. " +"To trigger the action before, add a negative number instead." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:41 +#: ../../content/applications/productivity/studio/automated_actions.rst:112 msgid "" -"The **Active** option is to be turned off when the rule should be hidden and" -" not executed." +"If you want to send a reminder email 30 minutes before the start of a " +"calendar event, select the :guilabel:`Start (Calendar Event)` under " +":guilabel:`Trigger Date` and set the :guilabel:`Delay after trigger date` to" +" **-30** :guilabel:`Minutes`." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:121 +msgid "By default, the scheduler checks for trigger dates every 4 hours." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:43 +#: ../../content/applications/productivity/studio/automated_actions.rst:126 +msgid "Apply on" +msgstr "Toepassen op" + +#: ../../content/applications/productivity/studio/automated_actions.rst:128 msgid "" -"Under **Action To Do** choose the type of server action that must be " -"executed once records meet the *Trigger* conditions:" +"Define on which records of the model the automated action should be applied." +" It works the same way as when you apply filters on a model." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:45 +#: ../../content/applications/productivity/studio/automated_actions.rst:134 +msgid "Action" +msgstr "Actie" + +#: ../../content/applications/productivity/studio/automated_actions.rst:136 msgid "" -"*Execute Python Code*: a block of code is executed. A *Help* tab with the " -"variables that can be used is available." +"Determine what the automated action should do (server action). There are " +"eight types of action to choose from." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:47 -msgid "*Create New Record*: a new record with new values is created." +#: ../../content/applications/productivity/studio/automated_actions.rst:142 +msgid "Execute Python Code" +msgstr "Voer Python code uit" + +#: ../../content/applications/productivity/studio/automated_actions.rst:144 +msgid "" +"The action is used to execute Python code. The available variables are " +"described on the :guilabel:`Python Code` tab, which is also used to write " +"your code, or on the :guilabel:`Help` tab." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:147 +msgid "" +"To allow the action to be run through the website, tick :guilabel:`Available" +" on the Website` and add a :guilabel:`Website Path`." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:48 -msgid "*Update a Record*: updates the record that triggered the action." +#: ../../content/applications/productivity/studio/automated_actions.rst:153 +msgid "Create a new Record" +msgstr "Maak een nieuwe regel" + +#: ../../content/applications/productivity/studio/automated_actions.rst:155 +msgid "The action is used to create a new record on any model." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:49 +#: ../../content/applications/productivity/studio/automated_actions.rst:158 msgid "" -"*Execute several actions*: defines an action that triggers other server " -"actions." +"Selecting a :guilabel:`Target Model` is only required if you want to target " +"another model than the one you are on." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:50 +#: ../../content/applications/productivity/studio/automated_actions.rst:161 msgid "" -"*Send Email*: an automatic :doc:`email " -"` is sent." +"To link the record that triggered the creation of the new record, select a " +"field under :guilabel:`Link Field`. For example, you could create a contact " +"automatically when a lead is turned into an opportunity." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:51 -msgid "*Add Followers*: followers are notified of changes in the task." +#: ../../content/applications/productivity/studio/automated_actions.rst:164 +msgid "" +":guilabel:`Data to Write` tab: the tab is used to specify the new record's " +"values. After selecting a :guilabel:`Field`, select its " +":guilabel:`Evaluation Type`:" msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:52 +#: ../../content/applications/productivity/studio/automated_actions.rst:167 msgid "" -"*Create Next Activity*: creates an activity such as: *Call*, *Email*, " -"*Reminder*." +":guilabel:`Value`: used to directly give the field's raw value in the " +":guilabel:`Value` column." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:53 +#: ../../content/applications/productivity/studio/automated_actions.rst:168 msgid "" -"*Send SMS Text Message*: sends an :doc:`SMS " -"`." +":guilabel:`Reference`: used to select the record under the " +":guilabel:`Record` column and let Studio add the internal ID in the " +":guilabel:`Value` column." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:56 -msgid "Example" -msgstr "Voorbeeld" +#: ../../content/applications/productivity/studio/automated_actions.rst:172 +msgid "" +"If an automated action creates a new task in a project, you can assign it to" +" a specific user by setting the :guilabel:`Field` to :guilabel:`Responsible " +"User (Project)`, the :guilabel:`Evaluation Type` to :guilabel:`Reference`, " +"and the :guilabel:`Record` to a specific user." +msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:58 +#: ../../content/applications/productivity/studio/automated_actions.rst:181 msgid "" -"This is the process of which the update of the *Email* field on the " -"Lead/Opportunity *Model*, with a *Trigger Condition* set to *On Update*, " -"goes through:" +":guilabel:`Python expression`: used to dynamically define the newly created " +"record’s value for a field using Python code in the :guilabel:`Value` " +"column." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:65 -msgid "The user creates the record without an email address set." +#: ../../content/applications/productivity/studio/automated_actions.rst:187 +msgid "Update the Record" +msgstr "Update het record" + +#: ../../content/applications/productivity/studio/automated_actions.rst:189 +msgid "" +"The action is used to set value(s) for field(s) of any record on the current" +" model." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:66 -msgid "The user updates the record defining an email address." +#: ../../content/applications/productivity/studio/automated_actions.rst:192 +msgid "" +"The process to fill in the :guilabel:`Data to Write` tab is the same as " +"described under :ref:`studio/automated-actions/action/new-record`." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:198 +msgid "Execute several actions" +msgstr "Start verschillende acties" + +#: ../../content/applications/productivity/studio/automated_actions.rst:200 +msgid "" +"The action is used to trigger multiple actions at the same time. To do so, " +"click on :guilabel:`Add a line` under the :guilabel:`Actions` tab. In the " +":guilabel:`Child Actions` pop-up, click on :guilabel:`Create` and configure " +"the action." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:67 +#: ../../content/applications/productivity/studio/automated_actions.rst:207 +msgid "Send Email" +msgstr "Verzend e-mail" + +#: ../../content/applications/productivity/studio/automated_actions.rst:209 msgid "" -"Once the change is saved, the automation checks if any of the *Watched " -"Fields* are being updated (for the example: field name *email_from* (Email)." +"The action is used to send an email to a contact linked to a specific " +"record. To do so, select or create an :guilabel:`Email Template`." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:69 +#: ../../content/applications/productivity/studio/automated_actions.rst:215 +msgid "Add Followers" +msgstr "Volgers toevoegen" + +#: ../../content/applications/productivity/studio/automated_actions.rst:217 +msgid "The action is used to subscribe existing contacts to the record." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:222 +msgid "Create Next Activity" +msgstr "Volgende activiteit" + +#: ../../content/applications/productivity/studio/automated_actions.rst:224 msgid "" -"If true, it checks if the record matches the *Before Update Domain* (for the" -" example: *email is not set*)." +"The action is used to schedule a new activity linked to the record. Use the " +":guilabel:`Activity` tab to set it up as usual, but instead of the " +":guilabel:`Assigned to` field, select an :guilabel:`Activity User Type`. " +"Select :guilabel:`Specific User` and add the user under " +":guilabel:`Responsible` if the activity should always be assigned to the " +"same user. To dynamically target a user linked to the record, select " +":guilabel:`Generic User From Record` instead and change the :guilabel:`User " +"field name` if necessary." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:71 +#: ../../content/applications/productivity/studio/automated_actions.rst:232 msgid "" -"If true, it checks (*after the update*) whether the record matches the " -"*Apply on* domain (for the example: *email is set*)." +"After a lead is turned into an opportunity, you want your automated action " +"to set up a call for the user responsible for the lead. To do so, set the " +":guilabel:`Activity` to :guilabel:`Call` and set the :guilabel:`Activity " +"User Type` to :guilabel:`Generic User From Record`." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:73 -msgid "If true, the chosen *Action To Do* is performed on the record." +#: ../../content/applications/productivity/studio/automated_actions.rst:243 +msgid "Send SMS Text Message" +msgstr "Verzend SMS tekstbericht" + +#: ../../content/applications/productivity/studio/automated_actions.rst:245 +msgid "" +"The action is used to send an SMS to a contact linked to the record. To do " +"so, select or create an :guilabel:`SMS Template`." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:76 -msgid ":doc:`understanding_general`" +#: ../../content/applications/productivity/studio/automated_actions.rst:249 +msgid "" +"If you want sent messages to be logged in the Chatter, tick :guilabel:`Log " +"as Note`." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:77 -msgid ":doc:`../use_cases/automated_actions`" +#: ../../content/applications/productivity/studio/fields.rst:3 +msgid "Fields and widgets" msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:3 -msgid "Understanding General Concepts" +#: ../../content/applications/productivity/studio/fields.rst:5 +msgid "" +"Fields structure the models of a database. If you picture a model as a table" +" or spreadsheet, fields are the columns where data is stored in the records " +"(i.e., the rows). Fields also define the type of data that is stored within " +"them. How the data is presented and formatted on the :abbr:`UI (User " +"Interface)` is defined by their widget." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:7 +#: ../../content/applications/productivity/studio/fields.rst:10 msgid "" -"Odoo Studio is a toolbox that allows you to add models or adapt " -"functionalities on top of Odoo’s standard behavior without coding knowledge." -" You can also create custom views and modify existing ones without having to" -" get into the XML code." +"From a technical point of view, there are 15 field types in Odoo. However, " +"you can choose from 20 fields in Studio, as some field types are available " +"more than once with a different default widget." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:11 +#: ../../content/applications/productivity/studio/fields.rst:14 msgid "" -"Even for experienced developers, typing out code requires time. By using " -"Odoo Studio, you can quickly get your models up and going and focus on the " -"crucial parts of your application. The result is a user-friendly solution " -"that makes customizations and designing new applications easy with or " -"without programming skills." +":guilabel:`New Fields` can only be added to the " +":ref:`studio/views/general/form` and :ref:`studio/views/multiple-" +"records/list` views. On other views, you can only add :guilabel:`Existing " +"Fields` :dfn:`(fields already on the model)`." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:15 -msgid "Getting started" -msgstr "Starten" +#: ../../content/applications/productivity/studio/fields.rst:21 +msgid "Simple fields" +msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:17 +#: ../../content/applications/productivity/studio/fields.rst:23 +msgid "Simple fields contain basic values, such as text, numbers, files, etc." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:26 +#: ../../content/applications/productivity/studio/fields.rst:325 msgid "" -"One you start using Odoo Studio, you automatically create a new *module* " -"that contains all your modifications. These modifications can be done on " -"existing screens (*views*), by adding new *fields* in existing applications," -" or by creating an entirely new *model*." +"Non-default widgets, when available, are presented as bullet points below." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:22 -msgid "What is a Module?" +#: ../../content/applications/productivity/studio/fields.rst:31 +msgid "Text (`char`)" msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:25 +#: ../../content/applications/productivity/studio/fields.rst:33 msgid "" -"An Odoo **Module** can contain a number of elements, such as: business " -"objects (models), object views, data files, web controllers, and static web " -"data. An application is a collection of modules." +"The :guilabel:`Text` field is used for short text containing any character. " +"One text line is displayed when filling out the field." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:29 +#: ../../content/applications/productivity/studio/fields.rst:36 +#: ../../content/applications/productivity/studio/fields.rst:220 msgid "" -"In object-oriented programming, models usually represent a concept from the " -"real world. Example: Odoo has models for Sales Orders, Users, Countries, " -"etc. If you were to build an application to manage Real Estate sales, a " -"model that represents the Properties for sale would probably be your first " -"step." +":guilabel:`Badge`: displays the value inside a rounded shape, similar to a " +"tag. The value cannot be edited on the UI, but a default value can be set." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:38 +#: ../../content/applications/productivity/studio/fields.rst:71 +msgid "" +":guilabel:`Copy to Clipboard`: users can copy the value by clicking a " +"button." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:39 +msgid ":guilabel:`E-mail`: the value becomes a clickable *mailto* link." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:38 -msgid "What is a Model (also called Object)?" +#: ../../content/applications/productivity/studio/fields.rst:40 +msgid "" +":guilabel:`Image`: displays an image using a URL. The value cannot be edited" +" manually, but a default value can be set." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:40 +#: ../../content/applications/productivity/studio/fields.rst:44 msgid "" -"A **Model** determines the logical structure of a database and fundamentally" -" determines in which manner data can be stored, organized, and manipulated. " -"In other words, a model is a table of information that can be bridged with " -"other tables." +"This works differently than selecting the :ref:`Image field " +"` directly, as the image is not stored in" +" Odoo when using a :guilabel:`Text` field with the :guilabel:`Image` widget." +" For example, it can be useful if you want to save disk space." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:45 -msgid "What are Fields?" +#: ../../content/applications/productivity/studio/fields.rst:49 +msgid ":guilabel:`Phone`: the value becomes a clickable *tel* link." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:47 +#: ../../content/applications/productivity/studio/fields.rst:52 msgid "" -"**Fields** compose models. It is where a record (a piece of data) is " -"registered." +"Tick :guilabel:`Enable SMS` to add an option to send an SMS directly from " +"Odoo next to the field." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:55 +msgid ":guilabel:`URL`: the value becomes a clickable URL." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:66 +msgid "Multiline Text (`text`)" msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:49 +#: ../../content/applications/productivity/studio/fields.rst:68 msgid "" -"Example: on the Real Estate application, fields on the Properties model " -"would include the price, address, a picture, a link to the current owner, " -"etc." +"The :guilabel:`Multiline Text` field is used for longer text containing any " +"type of character. Two text lines are displayed on the UI when filling out " +"the field." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:50 +#: ../../content/applications/productivity/studio/fields.rst:82 +msgid "Integer (`integer`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:84 msgid "" -"There are 2 main types of fields in Odoo: *basic (or scalar) fields* and " -"*relational fields*." +"The :guilabel:`Integer` field is used for all integer numbers " +"(:dfn:`positive, negative, or zero, without a decimal`)." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:53 +#: ../../content/applications/productivity/studio/fields.rst:87 msgid "" -"Basic fields represent simple values, like numbers or text. Relational " -"fields represent relations between models. So, if you have a model for " -"*Customers* and another one for *Properties*, you would use a relational " -"field to link each Property to its Customer." +":guilabel:`Percentage Pie`: displays the value inside a percentage circle, " +"usually for a computed value. The value cannot be edited on the UI, but a " +"default value can be set." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:56 -msgid "Relational Fields in detail" +#: ../../content/applications/productivity/studio/fields.rst:89 +#: ../../content/applications/productivity/studio/fields.rst:118 +msgid "" +":guilabel:`Progress Bar`: displays the value next to a percentage bar, " +"usually for a computed value. The field cannot be edited manually, but a " +"default value can be set." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:59 +#: ../../content/applications/productivity/studio/fields.rst:91 msgid "" -"**Relational Fields** provide the option to link the data of one model with " -"the data of another model." +":guilabel:`Handle`: displays a drag handle icon to order records manually in" +" :ref:`List view `." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:103 +msgid "Decimal (`float`)" msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:60 +#: ../../content/applications/productivity/studio/fields.rst:105 msgid "" -"In Odoo, relational field types are: *One2many*, *Many2one*, *Many2many*." +"The :guilabel:`Decimal` field is used for all decimal numbers " +"(:dfn:`positive, negative, or zero, with a decimal`)." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:66 +#: ../../content/applications/productivity/studio/fields.rst:109 msgid "" -"An **One2many** field is a *one-way* direction of selecting *multiple* " -"records from a table." +"Decimal numbers are displayed with two decimals after the decimal point on " +"the UI, but they are stored in the database with more precision." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:68 +#: ../../content/applications/productivity/studio/fields.rst:112 msgid "" -"Example: a Sales Order can contain multiple Sales Order Lines, which also " -"contain multiple fields of information." +":guilabel:`Monetary`: it is similar to using the :ref:`Monetary field " +"`. It is recommended to use the later " +"as it offers more functionalities." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:69 +#: ../../content/applications/productivity/studio/fields.rst:115 msgid "" -"A **Many2one** field is a *one-way* direction of selecting *one* record from" -" a table." +":guilabel:`Percentage`: displays a percent character `%` after the value." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:70 +#: ../../content/applications/productivity/studio/fields.rst:116 msgid "" -"Example: you can have many product categories, but each product can only " -"belong to one category." +":guilabel:`Percentage Pie`: displays the value inside a percentage circle, " +"usually for a computed value. The field cannot be edited manually, but a " +"default value can be set." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:71 +#: ../../content/applications/productivity/studio/fields.rst:120 msgid "" -"A **Many2many** field is a *two-way* direction of selecting records from a " -"table." +":guilabel:`Time`: the value must follow the *hh:mm* format, with a maximum " +"of 59 minutes." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:72 -msgid "Example: multiple tags can be added to a lead’s form." +#: ../../content/applications/productivity/studio/fields.rst:131 +msgid "Monetary (`monetary`)" msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:75 -msgid "An *One2many* field must have a *Many2one* related to it." +#: ../../content/applications/productivity/studio/fields.rst:133 +msgid "The :guilabel:`Monetary` field is used for all monetary values." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:78 -msgid "What are Views?" +#: ../../content/applications/productivity/studio/fields.rst:136 +msgid "" +"When you first add a :guilabel:`Monetary` field, you are prompted to add a " +":guilabel:`Currency` field if none exists already on the model. Odoo offers " +"to add the :guilabel:`Currency` field for you. Once it is added, add the " +":guilabel:`Monetary` field again." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:149 +msgid "Html (`html`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:151 +msgid "" +"The :guilabel:`Html` field is used to add text that can be edited using the " +"Odoo HTML editor." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:80 +#: ../../content/applications/productivity/studio/fields.rst:153 msgid "" -"**Views** define how records are displayed. They are specified in XML which " -"means that they can be edited independently from the models that they " -"represent. There are various types of views in Odoo, and each of them " -"represents a mode of visualization. Some examples are: *form*, *list*, " -"*kanban*." +":guilabel:`Multiline Text`: disables the Odoo HTML editor to allow editing " +"raw HTML." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:85 -msgid "What is a Menu?" +#: ../../content/applications/productivity/studio/fields.rst:164 +msgid "Date (`date`)" msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:87 +#: ../../content/applications/productivity/studio/fields.rst:166 +msgid "The :guilabel:`Date` field is used to select a date on a calendar." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:168 msgid "" -"A **Menu** is a button that executes an action. In Odoo Studio, to create " -"menus (models) and rearrange their hierarchy, click on *Edit Menu*." +":guilabel:`Remaining Days`: the remaining number of days before the selected" +" date is displayed (e.g., *In 5 days*), based on the current date." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:95 -msgid "`Studio Basics `_" +#: ../../content/applications/productivity/studio/fields.rst:180 +msgid "Date & Time (`datetime`)" msgstr "" -#: ../../content/applications/productivity/studio/how_to.rst:5 -msgid "How To" +#: ../../content/applications/productivity/studio/fields.rst:182 +msgid "" +"The :guilabel:`Date & Time` field is used to select a date on a calendar and" +" a time on a clock. The user's current time is automatically used if no time" +" is set." msgstr "" -#: ../../content/applications/productivity/studio/how_to/export_import.rst:3 -msgid "Export and Import Modules" +#: ../../content/applications/productivity/studio/fields.rst:185 +msgid "" +":guilabel:`Date`: used to record the time without displaying it on the UI." msgstr "" -#: ../../content/applications/productivity/studio/how_to/export_import.rst:5 +#: ../../content/applications/productivity/studio/fields.rst:186 msgid "" -"When you do customizations in Odoo Studio, a new module is created in your " -"database, making it easy to use Studio for prototyping." +":guilabel:`Remaining days`: displays the remaining number of days before the" +" selected date (e.g., *In 5 days*), based on the current date and time." msgstr "" -#: ../../content/applications/productivity/studio/how_to/export_import.rst:8 +#: ../../content/applications/productivity/studio/fields.rst:198 +msgid "Checkbox (`boolean`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:200 msgid "" -"To export these customizations, activate Studio on the main dashboard and, " -"under the menu *Customizations*, click on *Export*. The default filename is " -"*customizations.zip*." +"The :guilabel:`Checkbox` field is used when a value should only be true or " +"false, indicated by checking or unchecking a checkbox." msgstr "" -#: ../../content/applications/productivity/studio/how_to/export_import.rst:16 +#: ../../content/applications/productivity/studio/fields.rst:203 msgid "" -"The module created contains the definition of custom models and fields, as " -"well as the UI elements of any customization in an XML format." +":guilabel:`Button`: displays a radio button. The widget works without " +"switching to the edit mode." msgstr "" -#: ../../content/applications/productivity/studio/how_to/export_import.rst:18 +#: ../../content/applications/productivity/studio/fields.rst:204 msgid "" -"To import and install the customizations in another instance, connect to the" -" destination database, activate Studio and, under *Customizations*, click on" -" *Import*." +":guilabel:`Toggle`: displays a toggle button. The widget works without " +"switching to the edit mode." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:215 +msgid "Selection (`selection`)" msgstr "" -#: ../../content/applications/productivity/studio/how_to/export_import.rst:25 +#: ../../content/applications/productivity/studio/fields.rst:217 msgid "" -"Studio does not know which apps are customized (because the same view can be" -" modified on different apps), therefore, it *does not* add the underlying " -"modules as dependencies of the exported module. In other words, the " -"applications installed on the source database should be installed on the " -"destination database." +"The :guilabel:`Selection` field is used when users should select a single " +"value from a group of predefined values." msgstr "" -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:3 -msgid "Customizing the Rainbow Man" +#: ../../content/applications/productivity/studio/fields.rst:222 +msgid "" +":guilabel:`Badges`: displays all selectable values simultaneously inside " +"rectangular shapes, organized horizontally." msgstr "" -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:5 +#: ../../content/applications/productivity/studio/fields.rst:224 msgid "" -"The Rainbow Man in Odoo is an animation shown once the user completes " -"certain tasks and clicks on certain buttons. It is a way to make the " -"software fun to use, and rewarding, for employees." +":guilabel:`Priority`: displays star symbols instead of values, which can be " +"used to indicate an importance or satisfaction level, for example. This has " +"the same effect as selecting the :ref:`Priority field `, although, for the latter, four priority values are " +"already predefined." msgstr "" -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:13 +#: ../../content/applications/productivity/studio/fields.rst:228 +#: ../../content/applications/productivity/studio/fields.rst:352 msgid "" -"On most buttons in Odoo, such as *Send by Email*, *Confirm* or *Cancel*, " -"once they are selected in Studio, under their *Properties*, the *Rainbow " -"Man* effect can be applied." +":guilabel:`Radio`: displays all selectable values at the same time as radio " +"buttons." msgstr "" -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:14 -msgid "By default, the feature is active:" +#: ../../content/applications/productivity/studio/fields.rst:231 +msgid "" +"By default, radio buttons are organized vertically. Tick :guilabel:`display " +"horizontally` to switch the way they are displayed." msgstr "" -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:16 -msgid "when opportunities are marked as won;" +#: ../../content/applications/productivity/studio/fields.rst:243 +msgid "Priority (`selection`)" msgstr "" -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:17 -msgid "when users empty their inboxes;" +#: ../../content/applications/productivity/studio/fields.rst:245 +msgid "" +"The :guilabel:`Priority` field is used to display a three-star rating " +"system, which can be used to indicate importance or satisfaction level. This" +" field type is a :ref:`Selection field ` with the :guilabel:`Priority` widget selected by default " +"and four priority values predefined. Consequently, the :guilabel:`Badge`, " +":guilabel:`Badges`, :guilabel:`Radio`, and :guilabel:`Selection` widgets " +"have the same effects as described under :ref:`Selection " +"`." msgstr "" -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:18 -msgid "when the user finishes a tour;" +#: ../../content/applications/productivity/studio/fields.rst:253 +msgid "" +"To change the number of available stars by adding or removing values, click " +":guilabel:`Edit Values`. Note that the first value is equal to 0 stars " +"(i.e., when no selection is made), so having four values results in a three-" +"star rating system, for example." msgstr "" -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:19 -msgid "when the user finishes doing reconciliations." +#: ../../content/applications/productivity/studio/fields.rst:266 +msgid "File (`binary`)" msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:3 -msgid "Customizing Reports" +#: ../../content/applications/productivity/studio/fields.rst:268 +msgid "" +"The :guilabel:`File` field is used to upload any type of file, or sign a " +"form (:guilabel:`Sign` widget)." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:9 +#: ../../content/applications/productivity/studio/fields.rst:271 msgid "" -"Odoo uses HTML and CSS technologies to create reports. HTML is a markup " -"language that uses tags, also called elements. It is the core of any webpage" -" because it provides its basic structure. CSS interacts with HTML elements " -"to add style to the page, establishing how the HTML is shown to the user. " -"Odoo’s reports also use Bootstrap’s grid layout, which is the containers, " -"rows, and columns to align content, and support Odoo's website themes." +":guilabel:`Image`: users can upload an image file, which is then displayed " +"in :ref:`Form view `. This has the same effect as" +" using the :ref:`Image field `." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:11 +#: ../../content/applications/productivity/studio/fields.rst:274 msgid "" -"When creating a new report, choose the purpose of it and if you would like " -"the report to include header and footer (company logo, name, address, phone," -" email address, etc.)." +":guilabel:`PDF Viewer`: users can upload a PDF file, which can be then " +"browsed from the :ref:`Form view `." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:17 +#: ../../content/applications/productivity/studio/fields.rst:276 msgid "" -"Under the tab **Add**, you find the fields to be dragged and dropped to the " -"view. *Fields*, *Data tables*, *Subtotal & Total*, and *Address Book* are " -"dynamic elements (meaning that they need a :doc:`one2many or a many2many " -"<../concepts/understanding_general>` related object). *Text*, *Title Block*," -" *Image*, and *Text in Cell* are static elements." +":guilabel:`Sign`: users can electronically sign the form. This has the same " +"effect as selecting the :ref:`Sign field `." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:288 +msgid "Image (`binary`)" msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:26 +#: ../../content/applications/productivity/studio/fields.rst:290 msgid "" -"Once the element is added to the view, select it to see its **Options**. The" -" first section shows the hierarchy of the selected object and its " -"properties, allowing you to individually edit them. Fields with related " -"objects have their directives shown on *Field Expression*." +"The :guilabel:`Image` field is used to upload an image and display it in " +":ref:`Form view `. This field type is a " +":ref:`File field ` with the " +":guilabel:`Image` widget selected by default. Consequently, the " +":guilabel:`File`, :guilabel:`PDF Viewer`, and :guilabel:`Sign` widgets have " +"the same effects as described under :ref:`File `." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:34 +#: ../../content/applications/productivity/studio/fields.rst:297 msgid "" -"Under **Visible if**, define the rule(s) to set visibility conditions to " -"fields." +"To change the display size of uploaded images, select :guilabel:`Small`, " +":guilabel:`Medium`, or :guilabel:`Large` under the :guilabel:`Size` option." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:36 +#: ../../content/applications/productivity/studio/fields.rst:303 +msgid "Sign (`binary`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:305 msgid "" -"Example: if choosing to display a product image, you could set a visibility " -"rule to only display the ones that are *set* in the product form, avoiding " -"having a plain icon when they are not set." +"The :guilabel:`Sign` field is used to sign the form electronically. This " +"field type is a :ref:`File field ` with " +"the :guilabel:`Sign` widget selected by default. Consequently, the " +":guilabel:`File`, :guilabel:`Image`, and :guilabel:`PDF Viewer` widgets have" +" the same effects as described under :ref:`File `." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:40 +#: ../../content/applications/productivity/studio/fields.rst:311 msgid "" -"**Visible for** is used to set which :doc:`groups " -"` can have access to specific elements in the " -"report. **Limit visibility to groups**, under *Report*, sets the visibility " -"of the report to specifics groups, meaning that users belonging to other " -"groups do not see the same final document." +"To give users the :guilabel:`Auto` option when having to draw their " +"signature, select one of the available :guilabel:`Auto-complete with` fields" +" (:ref:`Text `, :ref:`Many2One " +"`, and :ref:`Related Field " +"` on the model only). The " +"signature is automatically generated using the data from the selected field." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:320 +msgid "Relational fields" msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:46 +#: ../../content/applications/productivity/studio/fields.rst:322 msgid "" -"Under the **Report** tab, name your report, choose the paper format, and if " -"the report should be added to the *Print* menu list on its respective " -"document form." +"Relational fields are used to link and display the data from records on " +"another model." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:330 +msgid "Many2One (`many2one`)" msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:53 +#: ../../content/applications/productivity/studio/fields.rst:332 msgid "" -"If activating the :ref:`developer mode `, additional fields " -"such as *Class* under *Options*, and *Reload from attachment* under " -"*Report*, become visible." +"The :guilabel:`Many2One` field is used to link another record (from another " +"model) to the record being edited. The record's name from the other model is" +" then displayed on the record being edited." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:56 +#: ../../content/applications/productivity/studio/fields.rst:336 msgid "" -"*Class*: add custom CSS classes to the selected element (e.g. Bootstrap " -"classes such as *text-danger*)." +"On the *Sales Order* model, the :guilabel:`Customer` field is a " +":guilabel:`Many2One` field pointing at the *Contact* model. This allows " +"**many** sales orders to be linked to **one** contact (customer)." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:59 +#: ../../content/applications/productivity/studio/fields.rst:345 msgid "" -"*Reload from attachment*: saves the report as an attachment of the document " -"when printed. When the report is reprinted, it re-downloads that attachment " -"instead of re-printing it. This means that if the underlying record (e.g. " -"Invoice) changes when compared to the first impression, the report does not " -"reflect the changes because they were done after the attachment was created." -" This is typically useful for reports linked to documents that should not " -"change, such as Invoices." +"To prevent users from creating a new record in the linked model, tick " +":guilabel:`Disable creation`." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:67 +#: ../../content/applications/productivity/studio/fields.rst:347 msgid "" -"Actions in Odoo Studio can be undone until you *Close* the toolbox. Once you" -" have closed Studio, changes can not be undone anymore." +"To prevent users from opening records in a pop-up window, tick " +":guilabel:`Disable opening`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases.rst:5 -msgid "Use Cases" -msgstr "Use cases" +#: ../../content/applications/productivity/studio/fields.rst:348 +msgid "" +"To help users only select the right record, click on :guilabel:`Domain` to " +"create a filter." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:350 +msgid "" +":guilabel:`Badge`: displays the value inside a rounded shape, similar to a " +"tag. The value cannot be edited on the UI." +msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:3 -msgid "Advanced Use Cases: Automated Actions" +#: ../../content/applications/productivity/studio/fields.rst:357 +msgid "One2Many (`one2many`)" msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:5 +#: ../../content/applications/productivity/studio/fields.rst:359 msgid "" -"**Case scenario 1: when a Belgian lead is created, a 3-stars priority should" -" be automatically applied.**" +"The :guilabel:`One2Many` field is used to display the existing relations " +"between a record on the current model and multiple records from another " +"model." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:8 -msgid "Under *Automations*, click on *Create* and set the following rules:" +#: ../../content/applications/productivity/studio/fields.rst:363 +msgid "" +"You could add a :guilabel:`One2Many` field on the *Contact* model to look at" +" **one** customer's **many** sales orders." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:10 -msgid "*Model*: Lead/Opportunity" +#: ../../content/applications/productivity/studio/fields.rst:371 +msgid "" +"To use a :guilabel:`One2Many` field, the two models must have been linked " +"already using a :ref:`Many2One field `. One2Many relations do not exist independently: a reverse-" +"search of existing Many2One relations is performed." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:11 -msgid "*Active*: On" +#: ../../content/applications/productivity/studio/fields.rst:378 +msgid "Lines (`one2many`)" msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:12 -msgid "*Trigger*: On Creation & Update" +#: ../../content/applications/productivity/studio/fields.rst:380 +msgid "" +"The :guilabel:`Lines` field is used to create a table with rows and columns " +"(e.g., the lines of products on a sales order)." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:13 -msgid "*Apply on*: Country > Country Name = Belgium" +#: ../../content/applications/productivity/studio/fields.rst:384 +msgid "" +"To modify the columns, click on the :guilabel:`Lines` field and then " +":guilabel:`Edit List View`. To edit the form that pops up when a user clicks" +" on :guilabel:`Add a line`, click on :guilabel:`Edit Form View` instead." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:14 -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:53 -msgid "*Action To Do*: Update the Record" +#: ../../content/applications/productivity/studio/fields.rst:397 +msgid "Many2Many (`many2many`)" msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:15 -msgid "*Data to Write*: Lead/Opportunity > Value > 3" +#: ../../content/applications/productivity/studio/fields.rst:399 +msgid "" +"The :guilabel:`Many2Many` field is used to link multiple records from " +"another model to multiple records on the current model. Many2Many fields can" +" use :guilabel:`Disable creation`, :guilabel:`Disable opening`, " +":guilabel:`Domain`, just like :ref:`Many2One fields " +"`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:22 +#: ../../content/applications/productivity/studio/fields.rst:405 msgid "" -"Check :doc:`this doc ` in order to have another " -"automated action example." +"On the *Task* model, the :guilabel:`Assignees` field is a " +":guilabel:`Many2Many` field pointing at the *Contact* model. This allows a " +"single user to be assigned to **many** tasks and **many** users to be " +"assigned to a single task." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:25 -msgid ":doc:`../concepts/understanding_automated_actions`" +#: ../../content/applications/productivity/studio/fields.rst:413 +msgid "" +":guilabel:`Checkboxes`: users can select several values using checkboxes." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:26 -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:61 -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:138 -#: ../../content/applications/productivity/studio/use_cases/views.rst:28 -msgid ":doc:`../concepts/understanding_general`" +#: ../../content/applications/productivity/studio/fields.rst:414 +msgid "" +":guilabel:`Tags`: users can select several values appearing in rounded " +"shapes, also known as *tags*. This has the same effect as selecting the " +":ref:`Tags field `." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:3 -msgid "Advanced Use Cases: Filters and Status Bar" +#: ../../content/applications/productivity/studio/fields.rst:421 +msgid "Tags (`many2many`)" msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:5 +#: ../../content/applications/productivity/studio/fields.rst:423 msgid "" -"**Case scenario 1: on Sales, set a filter on Belgian customers and define it" -" as the default one (the user should still be able to unset the filter).**" +"The :guilabel:`Tags` field is used to display several values from another " +"model appearing in rounded shapes, also known as *tags*. This field type is " +"a :ref:`Many2Many field ` with " +"the :guilabel:`Tags` widget selected by default. Consequently, the " +":guilabel:`Checkboxes` and :guilabel:`Many2Many` widgets have the same " +"effects as described under :ref:`Many2Many `." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:8 +#: ../../content/applications/productivity/studio/fields.rst:430 msgid "" -"On your customer’s page, use *Filters* > *Add Custom Filter* to group " -"customers by country. Now, under *Favorites*, *Save Current Search* enabling" -" *Use by default* and *Save*." +"To display tags with different background colors, tick :guilabel:`Use " +"colors`." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:441 +msgid "Related Field (`related`)" msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:15 +#: ../../content/applications/productivity/studio/fields.rst:443 msgid "" -"On *Filter Rules* in Studio mode, select the respective filter and enable " -"*Default Filter*." +"A :guilabel:`Related Field` is not a relational field per se; no " +"relationship is created between models. It uses an existing relationship to " +"fetch and display information from another record." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:21 +#: ../../content/applications/productivity/studio/fields.rst:447 msgid "" -"**Case scenario 2: add a status bar on the product form to manage its life " -"cycle. Set the values: ‘Prototype’, ‘In use’ and ‘Deprecated’. By default, " -"the Kanban view must be grouped by status.**" +"To display the email address of a customer on the *Sales Order* model, use " +"the :guilabel:`Related Field` `partner_id.email` by selecting " +":guilabel:`Customer` and then :guilabel:`Email`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:26 +#: ../../content/applications/productivity/studio/fields.rst:453 +msgid "Properties" +msgstr "Eigenschappen" + +#: ../../content/applications/productivity/studio/fields.rst:455 msgid "" -"On your product form, *Add a pipeline status bar* and name its values. " -"Status bars are *selection* fields that give you the ability to follow a " -"specific flow. They are useful to show you the progress that has been made." +":guilabel:`Invisible`: When it is not necessary for users to view a field on" +" the UI, tick :guilabel:`Invisible`. It helps clear the UI by only showing " +"the essential fields depending on a specific situation." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:28 +#: ../../content/applications/productivity/studio/fields.rst:460 msgid "" -"On the *Views* menu, access *Kanban* and, under its *View* options, set the " -"*Default Group by* as *Pipeline status bar*." +"On the *Form* view of the *Contact* model, the :guilabel:`Title` field only " +"appears when :guilabel:`Individual` is selected, as that field would not be " +"helpful for a :guilabel:`Company` contact." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:34 +#: ../../content/applications/productivity/studio/fields.rst:465 msgid "" -"Now, open your product form and set the right status for that product. As " -"you move products throughout stages (also through the product’s form), " -"stages are shown in the Kanban view." +"The :guilabel:`Invisible` attribute also applies to Studio. To view hidden " +"fields inside Studio, click on a view's :guilabel:`View` tab and tick " +":guilabel:`Show Invisible Elements`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:38 +#: ../../content/applications/productivity/studio/fields.rst:469 msgid "" -"To make modifications in the pipeline status bar, for example, remember to " -"go back to *Form View*." +":guilabel:`Required`: If a field should always be completed by the user " +"before being able to proceed, tick :guilabel:`Required`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:44 +#: ../../content/applications/productivity/studio/fields.rst:471 msgid "" -"**Case scenario 2.a: when a product goes from ‘In use’ to ‘Deprecate’, set " -"its cost to 0€.**" +":guilabel:`Read only`: If users should not be able to modify a field, tick " +":guilabel:`Read only`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:46 +#: ../../content/applications/productivity/studio/fields.rst:474 msgid "" -"Create an :doc:`automated action " -"<../concepts/understanding_automated_actions>` with the selected values:" +"You can choose to apply these three properties only for specific records by " +"clicking on :guilabel:`Conditional` and creating a filter." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:49 -msgid "*Model*: Product Template" +#: ../../content/applications/productivity/studio/fields.rst:477 +msgid "" +":guilabel:`Label`: The :guilabel:`Label` is the field's name on the UI." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:50 -msgid "*Trigger*: On Update" +#: ../../content/applications/productivity/studio/fields.rst:480 +msgid "" +"This is not the same name as used in the PostgreSQL database. To view and " +"change the latter, activate the :ref:`Developer mode `, and " +"edit the :guilabel:`Technical Name`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:51 -msgid "*First Domain*: Pipeline status bar = In use" +#: ../../content/applications/productivity/studio/fields.rst:483 +msgid "" +":guilabel:`Help Tooltip`: To explain the purpose of a field, write a " +"description under :guilabel:`Help Tooltip`. It is displayed inside a tooltip" +" box when hovering with your mouse over the field's label." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:52 -msgid "*Second Domain*: Pipeline status bar = Deprecated" +#: ../../content/applications/productivity/studio/fields.rst:486 +msgid "" +":guilabel:`Placeholder`: To provide an example of how a field should be " +"completed, write it under :guilabel:`Placeholder`. It is displayed in light " +"gray in lieu of the field's value." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:54 -msgid "*Data to Write*: Cost (Product Template) > Value > 0" +#: ../../content/applications/productivity/studio/fields.rst:488 +msgid "" +":guilabel:`Widget`: To change the default appearance or functionality of a " +"field, select one of the available widgets." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:3 -msgid "Advanced Use Cases: Creating Models and Adding Fields" +#: ../../content/applications/productivity/studio/fields.rst:490 +msgid "" +":guilabel:`Default value`: To add a default value to a field when a record " +"is created, use :guilabel:`Default value`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:5 +#: ../../content/applications/productivity/studio/fields.rst:492 msgid "" -"**Case scenario 1: on the leads’ form, if the chosen country is France, show" -" a field 'Pay by check?'**" +":guilabel:`Limit visibility to groups`: To limit which users can see the " +"field, select a user access group." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:8 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:3 +msgid "Models, modules, and apps" +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:5 msgid "" -"On your leads’ form, add a *Related Field* to *Country > Country Name*." +"Models determine the logical structure of a database and how data is stored," +" organized, and manipulated. In other words, a model is a table of " +"information that can be linked with other tables. A model usually represents" +" a business concept, such as a *sales order*, *contact*, or *product*." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:10 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:9 msgid "" -"Now, add a *Checkbox* field and define its invisibility options as *Country*" -" (carefully select the one just created) *> is not = > France.*" +"Modules and apps contain various elements, such as models, views, data " +"files, web controllers, and static web data." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:11 -msgid "You can now hide the related field created (*Country*) if you wish." +#: ../../content/applications/productivity/studio/models_modules_apps.rst:13 +msgid "" +"All apps are modules. Larger, standalone modules are typically referred to " +"as apps, whereas other modules usually serve as add-ons to said apps." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:19 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:19 +msgid "Suggested features" +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:21 msgid "" -"Another approach is to use the country’s ID. To do so, go to " -":menuselection:`Contacts --> Configuration --> Countries`, select France " -"(for example), and on the URL check its *ID*." +"When you create a new model or app with Studio, you can choose to add up to " +"14 features to speed up the creation process. These features bundle fields, " +"default settings, and views that are usually used together to provide some " +"standard functionality. Most of these features can be added later on, but " +"adding them from the start makes the model creation process much easier. " +"Furthermore, these features interact together in some cases to increase " +"their usefulness." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:21 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:28 msgid "" -"The related field invisibility path should now be *Country* (carefully " -"select the one just created) *> is not = > 75*." +"Creating a model with the :ref:`studio/models-modules-apps/suggested-" +"features/picture` and :ref:`studio/models-modules-apps/suggested-" +"features/pipeline-stages` features enabled adds the image in the card layout" +" of the :ref:`Kanban view `." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:22 -msgid "Again, hide the related field with the country’s ID if you prefer." +#: ../../content/applications/productivity/studio/models_modules_apps.rst:39 +msgid "Contact details" +msgstr "Contactdetails" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:41 +msgid "" +"Selecting :guilabel:`Contact details` adds to the :ref:`Form view " +"` a :ref:`Many2One field " +"` linked to the *Contact* model " +"and two of its :ref:`Related Fields `: :guilabel:`Phone` and :guilabel:`Email`. The " +":guilabel:`Contact` field is also added to the :ref:`List view " +"`, and the :ref:`Map view " +"` is activated." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:28 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:57 +msgid "User assignment" +msgstr "Gebruikerstoewijzing" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:59 msgid "" -"**Case scenario 2: create a model called 'Properties' and add fields called:" -" company, value, name, address, active, image.**" +"Selecting :guilabel:`User assignment` adds to the :ref:`Form view " +"` a :ref:`Many2One field " +"` linked to the *Contact* model, " +"with the following :guilabel:`Domain`: `Share User is not set` to only allow" +" the selection of *Internal Users*. In addition, the " +":guilabel:`many2one_avatar_user` widget is used to display the user's " +"avatar. The :guilabel:`Responsible` field is also added to the :ref:`List " +"view `." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:31 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:75 +msgid "Date & Calendar" +msgstr "Datum & Kalender" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:77 msgid "" -"From the dashboard, (optionally) start a new module. Then, click on *Edit " -"Menu* and start a *New Menu* (model). Set your menu name and *Confirm*. Now," -" on its form, drag & drop the necessary fields." +"Selecting :guilabel:`Date & Calendar` adds to the :ref:`Form view " +"` a :ref:`Date field ` and activates the :ref:`Calendar view " +"`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:39 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:84 +msgid "Date range & Gantt" +msgstr "Datumbereik & Gantt" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:86 msgid "" -"**Case scenario 2.a: now, you would like to have a model called 'Regions' to" -" which each property must be linked. And, on 'Regions', you would like to " -"see the properties for each region.**" +"Selecting :guilabel:`Date range & Gantt` adds to the :ref:`Form view " +"` two :ref:`Date fields ` next to each other: one to set a start date, the other to set " +"an end date, using the :guilabel:`daterange` widget, and activates the " +":ref:`Gantt view `." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:43 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:94 +msgid "Pipeline stages" +msgstr "Pijplijn fases" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:96 msgid "" -"Go to *Edit Menu > New Menu* and create your menu, calling it *Regions*. Add" -" the necessary fields on its form by dragging & dropping them." +"Selecting :guilabel:`Pipeline stages` activates the :ref:`Kanban view " +"`, adds several fields such as " +":ref:`Priority ` and :guilabel:`Kanban" +" State`, and three stages: :guilabel:`New`, :guilabel:`In Progress`, and " +":guilabel:`Done`. The :guilabel:`Pipeline status bar` and the " +":guilabel:`Kanban State` field are added to the :ref:`Form view " +"`. The :guilabel:`Color` field is added to the " +":ref:`List view `." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:45 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:105 +msgid "The :guilabel:`Pipeline stages` feature can be added at a later stage." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:110 +msgid "Tags" +msgstr "Labels" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:112 msgid "" -"Now, in the form view of *Properties*, add a *Many2one* field with a " -"relation to your model *Region*." +"Selecting :guilabel:`Tags` adds to the :ref:`studio/views/general/form` and " +":ref:`studio/views/multiple-records/list` views a :ref:`Tags field " +"`, creating a *Tag* model with " +"preconfigured access rights in the process." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:48 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:120 +msgid "Picture" +msgstr "Afbeelding" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:122 msgid "" -"The *Existing Fields* are the ones that are on the current model but not yet" -" in the view." +"Selecting :guilabel:`Picture` adds to the top-right of the :ref:`Form view " +"` an :ref:`Image field `." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:60 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:126 +msgid "The :guilabel:`Picture` feature can be added at a later stage." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:131 +msgid "Lines" +msgstr "Regels" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:133 +msgid "" +"Selecting :guilabel:`Lines`: adds to the :ref:`Form view " +"` a :ref:`Lines field ` inside a :guilabel:`Tab` component." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:139 +msgid "Notes" +msgstr "Notities" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:141 +msgid "" +"Selecting :guilabel:`Notes` adds to the :ref:`Form view " +"` an :ref:`Html field ` using the full width of the form." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:147 +msgid "Monetary value" +msgstr "Monetaire waarde" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:149 +msgid "" +"Selecting :guilabel:`Monetary value` adds to the " +":ref:`studio/views/general/form` and :ref:`studio/views/multiple-" +"records/list` views a :ref:`Monetary field `. The :ref:`studio/views/reporting/graph` and " +":ref:`studio/views/reporting/pivot` views are also activated." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:155 +msgid "A *Currency* field is added and hidden from the view." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:160 +msgid "Company" +msgstr "Bedrijf" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:162 +msgid "" +"Selecting :guilabel:`Company` adds to the :ref:`studio/views/general/form` " +"and :ref:`studio/views/multiple-records/list` views a :ref:`Many2One field " +"` linked to the *Company* model." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:167 +msgid "This is only useful if you work in a multi-company environment." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:172 +msgid "Custom Sorting" +msgstr "Aangepast sorteren" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:174 msgid "" -"Now, go to the model *Regions*, select the form view, and add a status " -"button selecting *Regions (Properties)* as your relational field." +"Selecting :guilabel:`Custom Sorting` adds to the :ref:`List view " +"` a drag handle icon to manually reorder" +" records." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:62 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:186 +msgid "Chatter" +msgstr "Chatter" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:188 msgid "" -"*Status buttons* are computed fields, meaning that they count the numbers of" -" records on the related model, and allow you to access them." +"Selecting :guilabel:`Chatter` adds to the :ref:`Form view " +"` Chatter functionalities (sending messages, " +"logging notes, and scheduling activities)." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:192 +msgid "The :guilabel:`Chatter` feature can be added at a later stage." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:69 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:203 +msgid "Archiving" +msgstr "Archiveren" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:205 msgid "" -"When searching for relations, click on *Search more* and filter it by " -"*Custom*. This way you avoid creating duplicates." +"Selecting :guilabel:`Archiving` adds to the :ref:`studio/views/general/form`" +" and :ref:`studio/views/multiple-records/list` views the :guilabel:`Archive`" +" action and hides archived records from searches and views by default." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:76 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:212 +msgid "Export and import customizations" +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:214 msgid "" -"**Case scenario 2.b: in the model 'Properties', show all the tags as " -"checkboxes instead of tags.**" +"When you do any customization with Studio, a new module named " +":guilabel:`Studio customizations` is added to your database." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:78 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:217 msgid "" -"Once the field *Tags* is added to the form, select it and, under its " -"*Properties > Widgets*, choose *Checkboxes*." +"To export these customizations, go to :menuselection:`Main dashboard --> " +"Studio --> Customizations --> Export` to download a ZIP file containing all " +"customizations." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:85 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:220 msgid "" -"**Case scenario 3: on the leads’ form, add a selection field with the " -"values:'Tags' & 'List' & 'Checkboxes'. According to the value of the field, " -"show tags as many2many_tags, many2many_radio, or many2many(_list).**" +"To import and install these customizations in another database, connect to " +"the destination database and go to :menuselection:`Main dashboard --> Studio" +" --> Customizations --> Import`, then upload the exported ZIP file before " +"clicking on the :guilabel:`Import` button." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:89 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:225 msgid "" -"In your form view, add a *Tags* field and relate it to *Partners Tag*. Under" -" *Properties*, define its *Widget* as *Many2many*. Do the same process " -"another 2 times for *Checkboxes* and *Tags*." +"Before importing, make sure the destination database contains the same apps " +"and modules as the source database. Studio does not add the underlying " +"modules as dependencies of the exported module." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:96 -msgid "Now, add a *Selection* field and the necessary values." +#: ../../content/applications/productivity/studio/views.rst:3 +msgid "Views" +msgstr "Weergaven" + +#: ../../content/applications/productivity/studio/views.rst:5 +msgid "" +"Views are the interface that allows displaying the data contained in a " +"model. One model can have several views, which are simply different ways to " +"show the same data. In Studio, views are organized into four categories: " +":ref:`general `, :ref:`multiple records " +"`, :ref:`timeline `, " +"and :ref:`reporting `." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:99 +#: ../../content/applications/productivity/studio/views.rst:12 msgid "" -"Continue by selecting your *Tags* fields, one by one, to set their " -"*Invisible* options according to their *Widget*. In the example below, the " -"invisibility rule for the *Partner Tags* is set as: *Select Tag type > is " -"not = > Tags.*" +"To change the default view of a model, go to :menuselection:`Studio --> " +"Views --> Dropdown menu (⋮) --> Set as Default`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:105 +#: ../../content/applications/productivity/studio/views.rst:16 msgid "" -"**Case scenario 4: on a quotation’s form, add a selection field called " -"'Manager Validation' with the values: ‘Accepted’ and ‘Refused’. Only a sales" -" manager can see it, and the field should be set as mandatory if the untaxed" -" amount is higher than 500€.**" +"You can modify views by using the built-in XML editor. To do so, activate " +":ref:`Developer mode `, go to the view you want to edit, " +"select the :guilabel:`View` tab and then click on :guilabel:` XML`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:109 +#: ../../content/applications/productivity/studio/views.rst:21 msgid "" -"On your quotation form, add a *Selection* field with the values *Accepted* " -"and *Refused*. Set its *Required* condition as *Untaxed Amount > 500* and " -"the *Limit visibility to groups* as *Sales / Administrator* or managers." +"If you are editing a view using the XML editor, avoid making changes " +"directly to standard views and inherited views, as those would be reset and " +"would not be kept in case of an update or module upgrade. Always make sure " +"you select the right Studio inherited views. Indeed, when you modify a view " +"in Studio by drag-and-dropping a new field, a specific Studio inherited view" +" and its XPath, the latter which defines which part of the view is modified," +" are automatically generated." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:117 -msgid "**Case scenario 5: change the tooltip of a field for all views.**" +#: ../../content/applications/productivity/studio/views.rst:31 +msgid "General views" msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:119 -msgid "Activate the :ref:`developer mode ` and open Studio." +#: ../../content/applications/productivity/studio/views.rst:34 +#: ../../content/applications/productivity/studio/views.rst:97 +#: ../../content/applications/productivity/studio/views.rst:195 +#: ../../content/applications/productivity/studio/views.rst:311 +msgid "" +"The settings described below are found under the view's :guilabel:`View` tab" +" unless specified otherwise." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:122 +#: ../../content/applications/productivity/studio/views.rst:40 +msgid "Form" +msgstr "Formulier" + +#: ../../content/applications/productivity/studio/views.rst:42 msgid "" -"Select the necessary field and, under *Properties*, click on *More* to write" -" your tooltip message on *Field Help*. The tooltip message is the " -"explanatory message shown when the user hovers the field. The message here " -"written is displayed on all views forms where the field is added." +"The :guilabel:`Form` view is used when creating and editing records, such as" +" contacts, sales orders, products, etc." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:129 +#: ../../content/applications/productivity/studio/views.rst:45 msgid "" -"The *Field Help* message can only be applied to *new* fields. If you would " -"like to change/apply a tooltip for a specific field, use the *Help Tooltip* " -"option under *Properties*." +"To structure a form, drag-and-drop the :guilabel:`Tabs and Columns` element " +"found under the :guilabel:`+ Add` tab." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/views.rst:3 -msgid "Advanced Use Cases: Views" +#: ../../content/applications/productivity/studio/views.rst:47 +#: ../../content/applications/productivity/studio/views.rst:132 +msgid "" +"To prevent users from creating, editing, or deleting records, untick " +":guilabel:`Can Create`, :guilabel:`Can Edit`, or :guilabel:`Can Delete`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/views.rst:5 +#: ../../content/applications/productivity/studio/views.rst:59 +msgid "Activity" +msgstr "Activiteit" + +#: ../../content/applications/productivity/studio/views.rst:61 msgid "" -"**Case scenario 1: in Sales, show orders in a Kanban View instead of a List " -"View.**" +"The :guilabel:`Activity` view is used to schedule and have an overview of " +"activities (emails, calls, etc.) linked to records." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/views.rst:7 +#: ../../content/applications/productivity/studio/views.rst:65 +msgid "This view can only be modified within Studio by editing the XML code." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:76 +msgid "Search" +msgstr "Zoek" + +#: ../../content/applications/productivity/studio/views.rst:78 msgid "" -"From the Sales page, access Studio and, under *Views*, set the *Kanban* " -"option as the default one." +"The :guilabel:`Search` view is added on top of other views to filter, group," +" and search records." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/views.rst:14 +#: ../../content/applications/productivity/studio/views.rst:80 msgid "" -"**Case scenario 2: allow for the list of leads to be edited inline without " -"having to switch to the form view.**" +"To add custom :guilabel:`Filters` and structure them using " +":guilabel:`Separators`, go to the :guilabel:`+ Add` tab and drag and drop " +"them under :guilabel:`Filters`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/views.rst:19 +#: ../../content/applications/productivity/studio/views.rst:82 msgid "" -"On the *List View*, under *View* > *Editable*, choose between *New record on" -" top* or *New record at the bottom*. This way, besides defining the order in" -" which new records are displayed in the view, you are able to edit them." +"To add an existing field under the search dropdown menu, go to the " +":guilabel:`+ Add` tab and drag-and-drop it under :guilabel:`Autocompletion " +"Fields`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/views.rst:21 +#: ../../content/applications/productivity/studio/views.rst:94 +msgid "Multiple records views" +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:103 +msgid "Kanban" +msgstr "Kanban" + +#: ../../content/applications/productivity/studio/views.rst:105 +msgid "" +"The :guilabel:`Kanban` view is often used to support business flows by " +"moving records across stages or as an alternative way to display records " +"inside *cards*." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:109 +msgid "" +"If the :guilabel:`Kanban` view exists, it is used by default to display data" +" on mobile devices instead of the :ref:`List view `." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:112 +msgid "" +"To prevent users from creating new records, untick :guilabel:`Can Create`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:113 +msgid "" +"To create records directly within the view, in a minimalistic form, enable " +":guilabel:`Quick Create`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:115 +msgid "" +"To change the way records are grouped by default, select a new group under " +":guilabel:`Default Group by`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:127 +msgid "List" +msgstr "Lijst" + +#: ../../content/applications/productivity/studio/views.rst:129 +msgid "" +"The :guilabel:`List` view is used to overview many records at once, look for" +" records, and edit simple records." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:134 +msgid "" +"To create and edit records directly within the view, select either " +":guilabel:`New record on top` or :guilabel:`New record at the bottom` under " +":guilabel:`Editable`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:138 +msgid "" +"This prevents users from opening records in :ref:`Form view " +"` from the :guilabel:`List` view." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:141 +msgid "To edit several records at once, tick :guilabel:`Enable Mass Editing`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:142 +msgid "" +"To change the way records are sorted by default, select a field under " +":guilabel:`Sort By`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:145 +msgid "" +"To add a drag handle icon to reorder records manually, add an :ref:`Integer " +"field ` with the :guilabel:`Handle` " +"widget." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:161 +msgid "Map" +msgstr "Kaart" + +#: ../../content/applications/productivity/studio/views.rst:163 +msgid "" +"The :guilabel:`Map` view is used to display records on a map. For example, " +"it is used in the Field Service app to plan an itinerary between different " +"tasks." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:167 +msgid "" +"A :ref:`Many2One field ` linked to" +" the *Contact* model is required to activate the view, as the contact " +"address is used to position records on the map." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:170 +msgid "" +"To select which kind of contact should be used on the map, select it under " +":guilabel:`Contact Field`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:172 +msgid "" +"To hide the name or the address of the record, tick :guilabel:`Hide name` or" +" :guilabel:`Hide Address`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:174 +msgid "" +"To add information from other fields, select them under " +":guilabel:`Additional Fields`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:175 +msgid "" +"To have a route suggested between the different records, tick " +":guilabel:`Enable Routing` and select which field should be used to sort " +"records for the routing." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:187 +msgid "Timeline views" +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:190 +msgid "" +"When you first activate one of the timeline views, you need to select which " +":ref:`Date ` or :ref:`Date & Time " +"` fields on your model should be used" +" to define when the records start and stop in order to display them on the " +"view. You can modify the :guilabel:`Start Date Field` and :guilabel:`Stop " +"Date Field` after activating the view." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:201 +msgid "Calendar" +msgstr "Agenda" + +#: ../../content/applications/productivity/studio/views.rst:203 +msgid "" +"The :guilabel:`Calendar` view is used to overview and manage records inside " +"a calendar." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:205 +msgid "" +"To create records directly within the view instead of opening the :ref:`Form" +" view `, enable :guilabel:`Quick Create`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:209 +msgid "" +"This only works on specific models that can be *quick-created* using only a " +"*name*. However, most models do not support quick creation and open the " +":guilabel:`Form` view to fill in the required fields." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:213 +msgid "" +"To color records on the calendar, select a field under :guilabel:`Color`. " +"All the records sharing the same value for that field are displayed using " +"the same color." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:217 +msgid "" +"As the number of colors is limited, the same color can end up being assigned" +" to different values." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:220 +msgid "" +"To display events lasting the whole day at the top of the calendar, select a" +" :ref:`Checkbox field ` that specifies" +" if the event lasts the whole day." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:223 +msgid "" +"To choose the default time scale used to display events, select " +":guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, or :guilabel:`Year` " +"under :guilabel:`Default Display Mode`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:227 +msgid "" +"You can also use :guilabel:`Delay Field` to display the duration of the " +"event in hours by selecting a :ref:`Decimal ` or :ref:`Integer ` " +"field on the model which specifies the duration of the event. However, if " +"you set an :guilabel:`End Date Field`, the :guilabel:`Delay Field` will not " +"be taken into account." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:242 +msgid "Cohort" +msgstr "Cohort" + +#: ../../content/applications/productivity/studio/views.rst:244 +msgid "" +"The :guilabel:`Cohort` view is used to examine the life cycle of records " +"over a time period. For example, it is used in the Subscriptions app to view" +" the subscriptions' retention rate." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:247 +msgid "" +"To display a measure (i.e., the aggregated value of a given field) by " +"default on the view, select a :guilabel:`Measure Field`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:249 +msgid "" +"To choose which time interval is used by default to group results, select " +":guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, or :guilabel:`Year` " +"under :guilabel:`Interval`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:251 +msgid "" +"To change the cohort :guilabel:`Mode`, select either :guilabel:`Retention` " +":dfn:`the percentage of records staying over a period of time, it starts at " +"100% and decreases with time` or :guilabel:`Churn` :dfn:`the percentage of " +"records moving out over a period of time - it starts at 0% and increases " +"with time`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:255 +msgid "" +"To change the way the :guilabel:`Timeline` (i.e., the columns) progresses, " +"select either :guilabel:`Forward` (from 0 to +15) or :guilabel:`Backward` " +"(from -15 to 0). For most purposes, the :guilabel:`Forward` timeline is " +"used." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:268 +msgid "Gantt" +msgstr "Gantt" + +#: ../../content/applications/productivity/studio/views.rst:270 +msgid "" +"The :guilabel:`Gantt` view is used to forecast and examine the overall " +"progress of records. Records are represented by a bar under a time scale." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:273 +msgid "" +"To prevent users from creating or editing records, untick :guilabel:`Can " +"Create` or :guilabel:`Can Edit`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:275 +msgid "" +"To fill cells in gray whenever a record should not be created there (e.g., " +"on weekends for employees), tick :guilabel:`Display Unavailability`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:279 +msgid "" +"The underlying model must support this feature, and support for it cannot be" +" added using Studio. It is supported for the Project, Time Off, Planning, " +"and Manufacturing apps." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:282 +msgid "To show a total row at the bottom, tick :guilabel:`Display Total row`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:283 +msgid "" +"To collapse multiple records in a single row, tick :guilabel:`Collapse First" +" Level`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:284 +msgid "" +"To choose which way records are grouped by default on rows (e.g., per " +"employee or project), select a field under :guilabel:`Default Group by`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:286 +msgid "" +"To define a default time scale to view records, select :guilabel:`Day`, " +":guilabel:`Week`, :guilabel:`Month`, or :guilabel:`Year` under " +":guilabel:`Default Scale`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:288 +msgid "" +"To color records on the view, select a field under :guilabel:`Color`. All " +"the records sharing the same value for that field are displayed using the " +"same color." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:292 +msgid "" +"As the number of colors is limited, the same color can be assigned to " +"different values." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:294 +msgid "" +"To specify with which degree of precision each time scale should be divided " +"by, select :guilabel:`Quarter Hour`, :guilabel:`Half Hour`, or " +":guilabel:`Hour` under :guilabel:`Day Precision`, :guilabel:`Half Day` or " +":guilabel:`Day` under :guilabel:`Week Precision`, and :guilabel:`Month " +"Precision`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:308 +msgid "Reporting views" +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:317 +msgid "Pivot" +msgstr "Draaitabel" + +#: ../../content/applications/productivity/studio/views.rst:319 +msgid "" +"The :guilabel:`Pivot` view is used to explore and analyze the data contained" +" in records in an interactive manner. It is especially useful to aggregate " +"numeric data, create categories, and drill down the data by expanding and " +"collapsing different levels of data." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:323 +msgid "" +"To access all records whose data is aggregated under a cell, tick " +":guilabel:`Access records from cell`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:325 +msgid "" +"To divide the data into different categories, select field(s) under " +":guilabel:`Column grouping`, :guilabel:`Row grouping - First level`, or " +":guilabel:`Row grouping - Second level`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:327 +msgid "" +"To add different types of data to be measured using the view, select a field" +" under :guilabel:`Measures`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:329 +msgid "" +"To display a count of records that made up the aggregated data in a cell, " +"tick :guilabel:`Display count`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:341 +msgid "Graph" +msgstr "Diagram" + +#: ../../content/applications/productivity/studio/views.rst:343 +msgid "" +"The :guilabel:`Graph` view is used to showcase data from records in a bar, " +"line, or pie chart." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:345 +msgid "" +"To change the default chart, select :guilabel:`Bar`, :guilabel:`Line`, or " +":guilabel:`Pie` under :guilabel:`Type`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:347 +msgid "" +"To choose a default data dimension (category), select a field under " +":guilabel:`First dimension` and, if needed, another under :guilabel:`Second " +"dimension`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:349 +msgid "" +"To select a default type of data to be measured using the view, select a " +"field under :guilabel:`Measure`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:351 +msgid "" +"*For Bar and Line charts only*: To sort the different data categories by " +"their value, select :guilabel:`Ascending` (from lowest to highest value) or " +":guilabel:`Descending` (from highest to lowest) under :guilabel:`Sorting`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:354 +msgid "" +"*For Bar and Pie charts only*: To access all records whose data is " +"aggregated under a data category on the chart, tick :guilabel:`Access " +"records from graph`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:356 +msgid "" +"*For Bar charts only*: When using two data dimensions (categories), display " +"the two columns on top of each other by default by ticking " +":guilabel:`Stacked graph`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:368 +msgid "Dashboard" +msgstr "Dashboard" + +#: ../../content/applications/productivity/studio/views.rst:370 msgid "" -"If the field is left blank, no editing is possible and records are shown " -"based on your column preferences on the lead's page (front-end)." +"The :guilabel:`Dashboard` view is used to display multiple reporting views " +"and key performance indicators. Which elements are displayed on the view " +"depends on the configuration of the other reporting views." msgstr "" diff --git a/locale/th/LC_MESSAGES/finance.po b/locale/th/LC_MESSAGES/finance.po index 0d062128b..d9c1f2b29 100644 --- a/locale/th/LC_MESSAGES/finance.po +++ b/locale/th/LC_MESSAGES/finance.po @@ -8,17 +8,17 @@ # Seksan Poltree , 2022 # Odoo Thaidev , 2022 # Khwunchai Jaengsawang , 2022 -# Wichanon Jamwutthipreecha, 2022 # Martin Trigaux, 2022 +# Wichanon Jamwutthipreecha, 2022 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-07-22 09:36+0000\n" +"POT-Creation-Date: 2022-09-01 15:11+0000\n" "PO-Revision-Date: 2021-11-02 08:47+0000\n" -"Last-Translator: Martin Trigaux, 2022\n" +"Last-Translator: Wichanon Jamwutthipreecha, 2022\n" "Language-Team: Thai (https://www.transifex.com/odoo/teams/41243/th/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -248,13 +248,13 @@ msgstr "" #: ../../content/applications/finance/accounting/bank/misc/interbank.rst:14 #: ../../content/applications/finance/accounting/bank/reconciliation/reconciliation_models.rst:69 #: ../../content/applications/finance/accounting/bank/reconciliation/use_cases.rst:16 -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:22 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:16 #: ../../content/applications/finance/accounting/bank/setup/manage_cash_register.rst:9 #: ../../content/applications/finance/accounting/bank/setup/outstanding_accounts.rst:20 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:32 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:29 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:290 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:331 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:332 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:34 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/germany.rst:58 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/italy.rst:18 @@ -273,8 +273,9 @@ msgstr "" #: ../../content/applications/finance/accounting/payables/supplier_bills/invoice_digitization.rst:22 #: ../../content/applications/finance/accounting/payables/supplier_bills/manage.rst:31 #: ../../content/applications/finance/accounting/receivables/customer_invoices/cash_rounding.rst:14 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:55 #: ../../content/applications/finance/accounting/receivables/customer_invoices/epc_qr_code.rst:20 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:42 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:46 #: ../../content/applications/finance/accounting/receivables/customer_payments/batch.rst:15 #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:20 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:39 @@ -1573,172 +1574,166 @@ msgid "`Odoo Tutorials: Accounting Basics `_" msgstr "" #: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:3 -msgid "Manage a bank in a foreign currency" +msgid "Manage a bank account in a foreign currency" msgstr "" #: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:5 msgid "" "In Odoo, every transaction is recorded in the default currency of the " -"company. Reports are all based on the currency of the company. But for " -"transactions occurring in another currency, Odoo stores both the value in " -"the currency of the company and the value in the currency of the " -"transaction." +"company, and reports are all based on that default currency. When you have a" +" bank account in a foreign currency, for every transaction, Odoo stores two " +"values:" msgstr "" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:11 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:9 +msgid "The debit/credit in the currency of the *company*;" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:10 +msgid "The debit/credit in the currency of the *bank account*." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:12 msgid "" -"When you have a bank account in a foreign currencies, for every transaction," -" Odoo stores two values:" +"Currency rates are updated automatically using the web services of a banking" +" institution. By default, Odoo uses the European Central Bank's web services" +" but other options are available." msgstr "" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:14 -msgid "The debit/credit in the currency of the company" +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:19 +msgid "Activate multi-currencies" msgstr "" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:16 -msgid "The debit/credit in the currency of the bank account" -msgstr "" - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:18 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:21 msgid "" -"Currency rates are updated automatically using yahoo.com, or the European " -"Central bank web-services." -msgstr "" - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:25 -msgid "Activate the multi-currency feature" +"To work with multiple currencies, go to :menuselection:`Accounting --> " +"Configuration --> Settings --> Currencies` and tick :guilabel:`Multi-" +"Currencies`. Under :guilabel:`Post Exchange difference entries in:`, provide" +" a :guilabel:`Journal`, a :guilabel:`Gain Account`, a :guilabel:`Loss " +"Account`, and then click on :guilabel:`Save`." msgstr "" #: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:27 -msgid "" -"In order to allow your company to work with multiple currencies, you should " -"activate the multi-currency mode. In the accounting application, go into " -":menuselection:`Configuration --> Settings --> Accounting & Finance " -"Features` make sure the **Allow Multi-currencies** box is ticked. Provide a " -"**Currency Exchange Gain / Loss** account, then click on **Apply**." -msgstr "" - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:34 msgid "Configure currencies" msgstr "" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:36 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:29 msgid "" -"Once the Odoo is configured to support multiple currencies, you should " -"activate the currencies you plan to work with. To do that, go to the menu " -":menuselection:`Configuration --> Currencies`. All the currencies are " -"created by default, but you should activate the ones you plan to support (to" -" activate a currency, check its \"Active\" field)." +"Once Odoo is configured to support multiple currencies, they are all created" +" by default, but not necessarily active. To activate the new currencies, " +"click on :guilabel:`Activate Other Currencies` under the :guilabel:`Multi-" +"Currencies` setting or go to :menuselection:`Accounting --> Configuration " +"--> Accounting: Currencies`." msgstr "" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:42 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:34 msgid "" -"After having activated the currencies, you can configure the parameters to " -"automate the currency rate update. These options are also in the settings of" -" the Accounting application, in the bottom of the page:" +"When the currencies are activated, you can choose to **automate** the " +"currency rate update, or leave it on **manual**. To configure the rate " +"update, go back to :menuselection:`Accounting --> Configuration --> Settings" +" --> Currencies`, check :guilabel:`Automatic Currency Rates`, set " +":guilabel:`Interval` to your desired frequency, and then click on " +":guilabel:`Save`. You also have the option to choose the :guilabel:`Service`" +" you wish to obtain currency rates from." msgstr "" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:49 -msgid "Click on the **Update Now** link to update the currency rates now." +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:40 +msgid "" +"Click on the Update now button (:guilabel:`🗘`) besides the :guilabel:`Next " +"Run` field to update the currency rates manually." msgstr "" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:52 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:44 msgid "Create a new bank account" msgstr "" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:54 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:46 msgid "" -"In the accounting application, we first go to :menuselection:`Configuration " -"--> Accounting / Bank account`, and we create a new one." +"In the accounting application, go to :menuselection:`Accounting --> " +"Configuration --> Journals` and create a new one. Enter a :guilabel:`Journal" +" Name` and set the :guilabel:`Type` to `Bank`. In the :guilabel:`Journal " +"Entries` tab, enter a **short code**, a **currency**, and then finally click" +" on the :guilabel:`Bank Account` field to create a new account. In the pop-" +"up window of the account creation, enter a name, a code (ex.: 550007), set " +"its type to `Bank and Cash`, set a currency type, and save. When you are " +"back on the **journal**, click on the :guilabel:`Account Number` field, and " +"in the pop-up window, fill out the :guilabel:`Account Number`, " +":guilabel:`Bank` of your account, and save." msgstr "" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:60 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:59 msgid "" -"Once you save this bank account, Odoo will create all the documents for you:" +"Upon creation of the journal, Odoo automatically links the bank account to " +"the journal. It can be found under :menuselection:`Accounting --> " +"Configuration --> Accounting: Chart of Accounts`." msgstr "" #: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:63 -msgid "An account in the trial balance" +msgid "Vendor bill in a foreign currency" msgstr "" #: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:65 -msgid "A journal in your dashboard" -msgstr "" - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:67 msgid "" -"Information about the bank account in the footer of your invoices if checked" -" the box **Show in Invoices Footer**" +"To pay a bill in a foreign currency, simply select the currency next to the " +":guilabel:`Journal` field and register the payment. Odoo automatically " +"creates and posts the foreign **exchange gain or loss** as a new journal " +"entry." msgstr "" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:71 -msgid "Example: A vendor bill in a foreign currency" -msgstr "" - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:73 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:74 msgid "" -"Based on the above example, let's assume we receive the following bill from " -"a supplier in China." +"Note that you can pay a foreign bill with another currency. In that case, " +"Odoo automatically converts between the two currencies." msgstr "" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:76 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:78 +msgid "Unrealized Currency Gains/Losses Report" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:80 msgid "" -"In the :menuselection:`Purchase --> Vendor Bills` , this is what you could " -"see:" +"This report gives an overview of all unrealized amounts in a foreign " +"currency on your balance sheet, and allows you to adjust an entry or " +"manually set an exchange rate. To access this report, go to " +":menuselection:`Reporting --> Management: Unrealized Currency Gains/Losses`." +" From here, you have access to all open entries in your **balance sheet**." msgstr "" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:81 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:89 msgid "" -"Once you are ready to pay this bill, click on register payment on the bill " -"to record a payment." +"If you wish to use a different currency rate than the one set in " +":menuselection:`Accounting --> Configuration --> Settings --> Currencies`, " +"click the :guilabel:`Exchange Rates` button and change the rate of the " +"foreign currencies in the report." msgstr "" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:87 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:97 msgid "" -"That's all you have to do. Odoo will automatically post the foreign exchange" -" gain or loss at the reconciliation of the payment with the invoice, " -"depending if the currency rate increased or decreased between the invoice " -"and the payment date." +"When manually changing **exchange rates**, a yellow banner appears allowing " +"you to reset back to Odoo's rate. To do so, simply click on :guilabel:`Reset" +" to Odoo's Rate`." msgstr "" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:92 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:104 msgid "" -"Note that you can pay a foreign bill with another currency. In such a case, " -"Odoo will automatically convert between the two currencies." -msgstr "" - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:96 -msgid "Customers Statements" -msgstr "" - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:98 -msgid "" -"Customers and vendor statements are managed in the currency of the invoice. " -"So, the amount due by your customer (to your vendor) is always expressed in " -"the currency of the invoice." -msgstr "" - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:102 -msgid "" -"If you have several invoices with different currencies for the same " -"customer, Odoo will split the customer statement by currency, as shown in " -"the report below." +"In order to update your **balance sheet** with the amount of the " +":guilabel:`adjustment` column, click on the :guilabel:`Adjustment Entry` " +"button. In the pop-up window, select a :guilabel:`Journal`, " +":guilabel:`Expense Account` and :guilabel:`Income Account` to calculate and " +"process the **unrealized gains and losses**." msgstr "" #: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:109 msgid "" -"In the above report, the account receivable associated to Camptocamp is not " -"managed in a secondary currency, which means that it keeps every transaction" -" in its own currency. If you prefer, you can set the account receivable for " -"this customer in a secondary currency and all its debts will automatically " -"be converted to this currency." +"You can set the date of the report in the :guilabel:`Date` field. Odoo " +"automatically reverses the booking entry to the date set in " +":guilabel:`Reversal Date`." msgstr "" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:115 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:112 msgid "" -"In such a case, the customer statement always has only one currency. In " -"general, this is not what the customer expect as he prefers to see the " -"amounts in the currency of the invoices he received;" +"Once posted, the :guilabel:`adjustment` column should indicate `0.00`, " +"meaning all **unrealized gains/losses** have been adjusted." msgstr "" #: ../../content/applications/finance/accounting/bank/setup/manage_cash_register.rst:3 @@ -2791,7 +2786,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:515 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:651 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:653 #: ../../content/applications/finance/accounting/others/multicurrencies/invoices_payments.rst:64 msgid "Vendor Bills" msgstr "บิลผู้ขาย" @@ -3072,8 +3067,8 @@ msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:26 msgid "" -"**l10n_cl_reports:** Adds the reports Propuesta F29 y Balance Tributario (8" -" columnas)." +"**l10n_cl_reports:** Adds the reports Propuesta F29 y Balance Tributario (8 " +"columnas)." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:32 @@ -3167,7 +3162,7 @@ msgstr "ใบรับรอง" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:103 msgid "" "In order to generate the electronic invoice signature, a digital certificate" -" with the extension ``.pfx`` is required, proceed to this section and load " +" with the extension ``pfx`` is required, proceed to this section and load " "your file and password." msgstr "" @@ -3175,7 +3170,7 @@ msgstr "" msgid "" "A certificate can be shared between several users. If this is the case leave" " the user field empty, so all your billing users can use the same one. On " -"the other hand, if you need to restrict the certificate for a particular " +"the other hand, if you need to restrict the certificate for a particular " "user, just define the users in the certificate." msgstr "" @@ -3183,12 +3178,12 @@ msgstr "" msgid "" "In some cases, depending on the certificate format, it is possible that the " "field Subject Serial Number is not loaded automatically. If this is the " -"case, you can manually edit this field by filling it with the Certificate’s " +"case, you can manually edit this field by filling it with the Certificate's " "legal representative RUT." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:124 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:702 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:871 msgid "Financial Reports" msgstr "รายงานทางการเงิน" @@ -3317,7 +3312,7 @@ msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:233 msgid "" -"Each document type can have a unique sequence per company. As part of the " +"Each document type can have a unique sequence per company. As part of the " "localization, the Document Type includes the country on which the document " "is applicable and the data is created automatically when the localization " "module is installed." @@ -3419,25 +3414,25 @@ msgid "" "By default, all the sales journals created will use documents." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:308 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:307 msgid "" "For the Chilean localization, it is important to define the default Debit " "and Credit accounts as they are required for one of the debit notes use " "cases." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:312 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:313 msgid "CAF" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:314 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:315 msgid "" "A CAF (Folio Authorization Code) is required, for each document type that is" " issued to your customers, the CAF is a file the SII provides to the Emisor " "with the folio/sequence authorized for the electronic invoice documents." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:318 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:319 msgid "" "Your company can make several requests for folios and obtain several CAFs, " "each one associated with different ranges of folios. The CAFs are shared " @@ -3445,59 +3440,60 @@ msgid "" "document type and it will be applied on all journals." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:322 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:323 msgid "" -"Please refer to the SII documentation to check the detail on how to acquire " -"the CAF: `SII Timbraje `_." +"Please refer to the `SII documentation " +"`_ to check the detail on how to" +" acquire the CAF." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:326 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:327 msgid "" "The CAFs required by the SII are different from Production to Test " "(Certification mode). Make sure you have the correct CAF set depending on " "your environment." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:333 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:334 msgid "" "Once you have the CAF files you need to associate them with a document type " "in Odoo, in order to add a CAF, just follow these steps:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:336 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:337 msgid "Access to :menuselection:`Accounting --> Settings --> CAF`" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:337 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:338 msgid "Upload the file." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:338 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:339 msgid "Save the CAF." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:344 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:345 msgid "" "Once loaded, the status changes to *In Use*. At this moment, when a " "transaction is used for this document type, the invoice number takes the " "first folio in the sequence." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:348 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:349 msgid "" "In case you have used some folios in your previous system, make sure you set" " the next valid folio when the first transaction is created." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:354 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:355 msgid "Usage and Testing" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:357 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:358 msgid "Electronic Invoice Workflow" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:359 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:360 msgid "" "In the Chilean localization the electronic Invoice workflow covers the " "Emission of Customer Invoices and the reception of Vendor Bills, in the next" @@ -3505,49 +3501,52 @@ msgid "" "the customers and Vendors." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:369 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:370 msgid "Customer invoice Emission" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:371 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:372 msgid "" "After the partners and journals are created and configured, the invoices are" " created in the standard way, for Chile one of the differentiators is the " "document type which is selected automatically based on the Taxpayer." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:375 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:376 msgid "You can manually change the document type if needed." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:382 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:383 msgid "" "Documents type 33: Electronic Invoice must have at least one item with tax, " "otherwise the SII rejects the document validation." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:386 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:389 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:813 msgid "Validation and DTE Status" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:388 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:391 msgid "" "When all the invoice information is filled, either manually or automatically" -" when it’s created from a sales order, proceed to validate the invoice. " +" when it's created from a sales order, proceed to validate the invoice. " "After the invoice is posted:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:391 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:394 msgid "" "The DTE File (Electronic Tax Document) is created automatically and added in" " the chatter." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:392 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:395 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:759 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:823 msgid "The DTE SII status is set as: Pending to be sent." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:398 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:401 msgid "" "The DTE Status is updated automatically by Odoo with a scheduled action that" " runs every day at night, if you need to get the response from the SII " @@ -3555,7 +3554,7 @@ msgid "" "follows:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:407 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:410 msgid "" "In the first step the DTE is sent to the SII, you can manually send it using" " the button: Enviar Ahora, a SII Tack number is generated and assigned to " @@ -3563,38 +3562,38 @@ msgid "" "by email. The DTE status is updated to Ask for Status." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:412 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:415 msgid "" "Once the SII response is received Odoo updates the DTE Status, in case you " "want to do it manually just click on the button: Verify on SII. The result " "can either be Accepted, Accepted With Objection or Rejected." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:421 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:424 msgid "" "There are several internal status in the SII before you get Acceptance or " -"Rejection, in case you click continuously the Button Verify in SII, you " -"will receive in the chatter the detail of those intermediate statuses:" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:429 -msgid "The final response from the SII, can take on of these values:" +"Rejection, in case you click continuously the Button Verify in SII, you will" +" receive in the chatter the detail of those intermediate statuses:" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:432 -msgid "" -"**Accepted:** Indicates the invoice information is correct, our document is " -"now fiscally valid and it’s automatically sent to the customer." +msgid "The final response from the SII, can take on of these values:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:435 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:434 +msgid "" +"**Accepted:** Indicates the invoice information is correct, our document is " +"now fiscally valid and it's automatically sent to the customer." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:437 msgid "" "**Accepted with objections:** Indicates the invoice information is correct " "but a minor issue was identified, nevertheless our document is now fiscally " -"valid and it’s automatically sent to the customer." +"valid and it's automatically sent to the customer." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:443 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:445 msgid "" "**Rejected:** Indicates the information in the invoice is incorrect and " "needs to be corrected, the detail of the issue is received in the emails you" @@ -3602,28 +3601,28 @@ msgid "" "are also retrieved in the chatter once the email server is processed." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:448 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:450 msgid "If the invoice is Rejected please follow this steps:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:450 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:452 msgid "Change the document to draft." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:451 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:453 msgid "" "Make the required corrections based on the message received from the SII." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:452 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:454 msgid "Post the invoice again." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:460 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:462 msgid "Crossed references" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:462 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:464 msgid "" "When the Invoice is created as a result of another fiscal document, the " "information related to the originator document must be registered in the Tab" @@ -3632,128 +3631,128 @@ msgid "" "credit and debit notes, they are set automatically by Odoo:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:472 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:474 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:450 msgid "Invoice PDF Report" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:474 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:476 msgid "" "Once the invoice is accepted and validated by the SII and the PDF is " "printed, it includes the fiscal elements that indicate that the document is " "fiscally valid:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:482 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:484 msgid "" "If you are hosted in Odoo SH or On-Premise, you should manually install the " "``pdf417gen`` library. Use the following command to install it: ``pip " "install pdf417gen``." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:486 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:488 msgid "Commercial Validation" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:488 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:490 msgid "Once the invoice has been sent to the customer:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:490 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:492 msgid "DTE partner status changes to “Sent”." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:491 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:493 msgid "The customer must send a reception confirmation email." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:492 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:494 msgid "" "Subsequently, if all the commercial terms and invoice data are correct, they" " will send the Acceptance confirmation, otherwise they send a Claim." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:494 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:496 msgid "The field DTE acceptation status is updated automatically." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:502 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:504 msgid "Processed for Claimed invoices" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:504 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:506 msgid "" "Once the invoice has been Accepted by the SII **it can not be cancelled in " -"Odoo**. In case you get a Claim for your customer the correct way to " -"proceed is with a Credit Note to either cancel the Invoice or correct it. " -"Please refer to the Credit Notes section for more details." +"Odoo**. In case you get a Claim for your customer the correct way to proceed" +" is with a Credit Note to either cancel the Invoice or correct it. Please " +"refer to the :ref:`chile/credit-notes` section for more details." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:513 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:515 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:426 msgid "Common Errors" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:515 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:517 msgid "" "There are multiple reasons behind a rejection from the SII, but these are " "some of the common errors you might have and which is the related solution." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:518 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:520 msgid "Error: ``RECHAZO- DTE Sin Comuna Origen.``" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:520 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:522 msgid "" "*Hint:* Make sure the Company Address is properly filled including the State" " and City." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:522 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:524 msgid "Error en Monto: ``- IVA debe declararse.``" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:524 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:528 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:526 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:530 msgid "" "*Hint:* The invoice lines should include one VAT tax, make sure you add one " "on each invoice line." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:526 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:528 msgid "Error: ``Rut No Autorizado a Firmar.``" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:530 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:532 msgid "" "Error: ``Fecha/Número Resolucion Invalido RECHAZO- CAF Vencido : " "(Firma_DTE[AAAA-MM-DD] - CAF[AAAA-MM-DD]) > 6 meses.``" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:533 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:535 msgid "" -"*Hint:* Try to add a new CAF related to this document as the one you’re " +"*Hint:* Try to add a new CAF related to this document as the one you're " "using is expired." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:535 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:537 msgid "" "Error: ``Element '{http://www.sii.cl/SiiDte%7DRutReceptor': This element is " "not expected. Expected is ( {http://www.sii.cl/SiiDte%7DRutEnvia ).``" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:538 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:540 msgid "" "*Hint:* Make sure the field Document Type and VAT are set either in the " "Customer and in the main company." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:541 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:543 msgid "GLOSA: ``Usuario sin permiso de envio.``" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:543 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:545 msgid "" "*Hint:* This error indicates that most likely, your company has not passed " "the `Certification process " @@ -3763,12 +3762,12 @@ msgid "" "not part of the the Odoo services, but we can give you some alternatives." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:552 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:554 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:556 msgid "Credit Notes" msgstr "ใบลดหนี้" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:554 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:556 msgid "" "When a cancellation or correction is needed over a validated invoice, a " "credit note must be generated. It is important to consider that a CAF file " @@ -3776,33 +3775,33 @@ msgid "" "SII." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:563 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:566 msgid "" -"Refer to the CAF section where we described the process to load the CAF on " -"each document type." -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:567 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:619 -msgid "Use Cases" +"Refer to the :ref:`CAF section ` where we described" +" the process to load the CAF on each document type." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:570 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:622 +msgid "Use Cases" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:573 msgid "Cancel Referenced document" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:572 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:575 msgid "" -"In case you need to cancel or invalid an Invoice, use the button Add Credit" -" note and select Full Refund, in this case the SII reference Code is " +"In case you need to cancel or invalid an Invoice, use the button Add Credit " +"note and select Full Refund, in this case the SII reference Code is " "automatically set to: Anula Documento de referencia." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:580 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:583 msgid "Corrects Referenced Document Text" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:582 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:585 msgid "" "If a correction in the invoice information is required, for example the " "Street Name, use the button Add Credit note,select Partial Refund and select" @@ -3810,112 +3809,112 @@ msgid "" "automatically set to: Corrige el monto del Documento de Referencia." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:590 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:593 msgid "" "Odoo creates a Credit Note with the corrected text in an invoice and price " "0." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:597 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:600 msgid "" -"It’s important to define the default credit account in the Sales journal as " +"It's important to define the default credit account in the Sales journal as " "it is taken for this use case in specific." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:601 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:604 msgid "Corrects Referenced Document Amount" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:603 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:606 msgid "" "When a correction on the amounts is required, use the button Add Credit note" " and select Partial Refund. In this case the SII reference Code is " "automatically set to: Corrige el monto del Documento de Referencia." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:612 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:615 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:584 msgid "Debit Notes" msgstr "ใบเพิ่มหนี้" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:614 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:617 msgid "" "As part of the Chilean localization, besides creating credit notes from an " "existing document you can also create debit Notes. For this just use the " -"button “Add Debit Note”. The two main use cases for debit notes are " -"detailed below." +"button “Add Debit Note”. The two main use cases for debit notes are detailed" +" below." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:622 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:625 msgid "Add debt on Invoices" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:624 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:627 msgid "" "The most common use case for debit notes is to increase the value of an " "existing invoice, you need to select option 3 in the field Reference code " "SII:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:632 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:635 msgid "" "In this case Odoo automatically includes the source invoice in the cross " "reference section:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:639 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:642 msgid "Cancel Credit Notes" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:641 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:644 msgid "" "In Chile the debits notes are used to cancel a validated Credit Note, in " "this case just select the button Add debit note and select the first option " "in the wizard: *1: Anula Documentos de referencia.*" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:653 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:655 msgid "" "As part of the Chilean localization, you can configure your Incoming email " "server as the same you have register in the SII in order to:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:656 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:658 msgid "" "Automatically receive the vendor bills DTE and create the vendor bill based " "on this information." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:657 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:659 msgid "Automatically Send the reception acknowledgement to your vendor." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:658 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:660 msgid "Accept or Claim the document and send this status to your vendor." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:662 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:663 msgid "Reception" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:664 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:665 msgid "" "As soon as the vendor email with the attached DTE is received: 1. The vendor" " Bill mapping all the information included in the xml. 2. An email is sent " "to the vendor with the Reception acknowledgement. 3. The DTE status is set " -"as: Acuse de Recibido Enviado" +"as: Acuse de Recibido Enviado" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:674 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:675 msgid "Acceptation" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:676 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:677 msgid "" -"If all the commercial information is correct on your vendor bill, you can " -"accept the document using the button: Aceptar Documento, once this is done " -"the DTE Acceptation Status changes to: Accepted and an email of acceptance " -"is sent to the vendor." +"If all the commercial information is correct on your vendor bill then you " +"can accept the document using the :guilabel:`Aceptar Documento` button. Once" +" this is done the DTE Acceptation Status changes to :guilabel:`Accepted`` " +"and an email of acceptance is sent to the vendor." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:686 @@ -3925,23 +3924,253 @@ msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:688 msgid "" "In case there is a commercial issue or the information is not correct on " -"your vendor bill, you can Claim the document before validating it, using " -"the button: Claim, once this is done the DTE Acceptation Status change to: " -"Claim and an email of acceptance is sent to the vendor." +"your vendor bill, you can Claim the document before validating it, using the" +" button: Claim, once this is done the DTE Acceptation Status change to: " +"Claim and an email of acceptance is sent to the vendor." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:696 msgid "" "If you claim a vendor bill, the status changes from draft to cancel " "automatically. Considering this as best practice, all the Claim documents " -"should be canceled as they won’t be valid for your accounting records." +"should be canceled as they won't be valid for your accounting records." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:705 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:701 +msgid "Delivery Guide" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:703 +msgid "" +"To install the Delivery Guide module, go to :menuselection:`Apps` and search" +" for :guilabel:`Chile (l10n_cl)`. Then click :guilabel:`Install` on the " +"module :guilabel:`Chile - E-Invoicing Delivery Guide`." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:708 +msgid "" +"*Chile - E-Invoicing Delivery Guide* has a dependency with *Chile - " +"Facturación Electrónica*. Odoo will install the dependency automatically " +"when the Delivery Guide module is installed." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:711 +msgid "" +"The Delivery Guide module includes sending the DTE to SII and the stamp in " +"PDF reports for deliveries." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:718 +msgid "" +"Once all configurations have been made for electronic invoices (e.g., " +"uploading a valid company certificate, setting up master data, etc.), " +"Delivery Guides need their own CAFs. Please refer to the :ref:`CAF " +"documentation ` to check the details on how to " +"acquire the CAFs for electronic Delivery Guides." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:723 +msgid "" +"Verify the following important information in the *Price for the Delivery " +"Guide* configuration:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:725 +msgid "" +":guilabel:`From Sales Order`: Delivery Guide takes the product price from " +"the Sales Order and shows it on the document." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:727 +msgid "" +":guilabel:`From Product Template`: Odoo takes the price configured in the " +"product template and shows it on the document." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:729 +msgid ":guilabel:`No show price`: no price is shown in the Delivery Guide." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:731 +msgid "" +"Electronic delivery guides are used to move stock from one place to another " +"and they can represent sales, sampling, consignment, internal transfers, and" +" basically any product move." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:735 +msgid "Delivery Guide from a Sales Process" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:737 +msgid "" +"When a Sales Order is created and confirmed, a Delivery Order is generated. " +"After validating the Delivery Order, the option to create a Delivery Guide " +"is activated." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:744 +msgid "" +"When clicking on :guilabel:`Create Delivery Guide` for the first time, a " +"warning message pops up, showing the following:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:751 +msgid "" +"This warning message means the user needs to indicate the next sequence " +"number Odoo has to take to generate the Delivery Guide, and only only " +"happens the *first time* a Delivery Guide is created in Odoo. After the " +"first document has been correctly generated, Odoo takes the CAFs next " +"available number to generate the following Delivery Guide and so on." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:756 +msgid "After the Delivery Guide is created:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:758 +msgid "" +"The DTE file (Electronic Tax Document) is automatically created and added to" +" the chatter." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:765 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:829 +msgid "" +"The DTE Status is automatically updated by Odoo with a scheduled action that" +" runs every day at night. To get a response from the SII immediately, press " +"the :guilabel:`Send now to SII` button." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:768 +msgid "" +"Once the Delivery Guide is sent, it may then be printed by clicking on the " +":guilabel:`Print Delivery Guide` button." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:776 +msgid "Electronic Receipt" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:778 +msgid "" +"To install the Electronic Receipt module, go to :menuselection:`Apps` and " +"search for :guilabel:`Chile (l10n_cl)`. Then click :guilabel:`Install` on " +"the module :guilabel:`Chile - Electronic Receipt`." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:783 +msgid "" +"*Chile - Electronic Receipt* has a dependency with *Chile - Facturación " +"Electrónica*. Odoo will install the dependency automatically when the " +"E-invoicing Delivery Guide module is installed." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:786 +msgid "" +"This module contains the electronic receipt and daily sales report, which " +"are automatically sent to SII." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:793 +msgid "" +"Once all configurations have been made for Electronic Invoices (e.g., " +"uploading a valid company certificate, setting up master data, etc.), " +"Electronic Receipts need their own CAFs. Please refer to the :ref:`CAF " +"documentation ` to check the details on how to " +"acquire the CAFs for Electronic Receipts." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:798 +msgid "" +"Electronic Receipts are useful when clients do not need an Electronic " +"Invoice. By default, there is a partner in the database called *Anonymous " +"Final Consumer* with a generic RUT 66666666-6 and taxpayer type of *Final " +"Consumer*. This partner can be used for Electronic Receipts or a new record " +"may be created for the same purpose." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:803 +msgid "" +"Although Electronic Receipts should be used for final consumers with a " +"generic RUT, it can also be used for specific partners. After the partners " +"and journals are created and configured, the Electronic Receipts are created" +" in the standard way as Electronic Invoice, but the type of document " +":guilabel:`(39) Electronic Receipt` should be selected, like so:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:815 +msgid "" +"When all of the Electronic Receipt information is filled, either manually or" +" automatically from a Sales Order, proceed to validate the receipt. By " +"default, Electronic Invoice is selected as the Document Type, however in " +"order to validate the receipt correctly, make sure to edit the Document Type" +" and change to Electronic Receipt." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:820 +msgid "After the receipt is posted:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:822 +msgid "" +"The DTE file (Electronic Tax Document) is created automatically and added to" +" the chatter." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:832 +msgid "" +"Please refer to the :ref:`DTE Workflow ` for Electronic Invoices as the workflow for Electronic Receipt " +"follows the same process." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:836 +msgid "Daily Sales Report" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:838 +msgid "" +"Once Electronic Receipts have been created, the system creates a daily sales" +" report containing all Electronic Receipts per day. This report is " +"electronically stamped and sent to the SII overnight in XML format. These " +"daily reports can be found in :menuselection:`Reports --> Daily Sales " +"Reports`." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:846 +msgid "A list of daily reports is displayed with all daily DTE sent to SII." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:852 +msgid "" +"If no Electronic Receipt was made on a particular day, the report is sent " +"but it will not have any receipts in it. The report will also have an answer" +" from the SII if it was accepted or rejected (depending on the company's " +"certificate and validated receipts)." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:861 +msgid "" +"For Chilean localization, note that the feature tax included in the price is" +" *not* supported for the Electronic Receipt." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:864 +msgid "" +"If a Daily Sales Report has already been created for a specific day in " +"another system, the daily report in Odoo will be rejected due to the " +"sequence number used. If that is the case, the user has to manually click on" +" :guilabel:`Retry` in order for a new sequence number to be generated (this " +"action is automatically done by Odoo). Afterwards, users can manually verify" +" report status with SII or wait for Odoo to update status later at night." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:874 msgid "Balance Tributario de 8 Columnas" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:707 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:876 msgid "" "This report presents the accounts in detail (with their respective " "balances), classifying them according to their origin and determining the " @@ -3949,18 +4178,18 @@ msgid "" " time, so that a real and complete knowledge of the status of a company." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:711 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:727 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:880 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:896 msgid "" "You can find this report in :menuselection:`Accounting --> Accounting --> " "Reports`" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:718 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:887 msgid "Propuesta F29" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:720 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:889 msgid "" "The form F29 is a new system that the SII enabled to taxpayers, and that " "replaces the Purchase and Sales Books. This report is integrated by Purchase" @@ -3968,9 +4197,9 @@ msgid "" "transactions related to VAT, improving its control and declaration." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:724 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:893 msgid "" -"This record is supplied by the electronic tax documents (DTE’s) that have " +"This record is supplied by the electronic tax documents (DTE's) that have " "been received by the SII." msgstr "" @@ -5226,10 +5455,12 @@ msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:16 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/france.rst:182 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:93 msgid "Name" msgstr "ชื่อ" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:17 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:94 msgid "Technical name" msgstr "ชื่อทางเทคนิค" @@ -5346,7 +5577,6 @@ msgid "These codes are confidential and should be stored safely." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:76 -#: ../../content/applications/finance/payment_acquirers/ogone.rst:9 msgid "Configuration on Odoo" msgstr "" @@ -5983,7 +6213,7 @@ msgstr "12" #: ../../content/applications/finance/accounting/getting_started/memento.rst:218 #: ../../content/applications/finance/accounting/getting_started/memento.rst:228 #: ../../content/applications/finance/accounting/getting_started/memento.rst:244 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:107 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:111 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:68 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:81 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:131 @@ -6015,7 +6245,7 @@ msgstr "" #: ../../content/applications/finance/accounting/getting_started/memento.rst:218 #: ../../content/applications/finance/accounting/getting_started/memento.rst:228 #: ../../content/applications/finance/accounting/getting_started/memento.rst:244 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:107 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:111 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:68 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:81 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:131 @@ -10487,7 +10717,7 @@ msgid "EUR" msgstr "EUR" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:140 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:113 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:117 msgid "1000" msgstr "" @@ -12150,6 +12380,7 @@ msgstr "" #: ../../content/applications/finance/accounting/getting_started/initial_configuration/chart_of_accounts.rst:176 #: ../../content/applications/finance/accounting/getting_started/initial_configuration/setup.rst:193 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:52 #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:125 #: ../../content/applications/finance/accounting/taxation/taxes/default_taxes.rst:40 msgid "" @@ -12726,7 +12957,7 @@ msgstr "" #: ../../content/applications/finance/accounting/getting_started/memento.rst:86 #: ../../content/applications/finance/accounting/receivables/customer_invoices/credit_notes.rst:83 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:90 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:94 msgid "Journal Entries" msgstr "รายการบันทึกสมุดรายวัน" @@ -12991,7 +13222,7 @@ msgstr "" #: ../../content/applications/finance/accounting/getting_started/memento.rst:218 #: ../../content/applications/finance/accounting/getting_started/memento.rst:228 #: ../../content/applications/finance/accounting/getting_started/memento.rst:244 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:107 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:111 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:68 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:81 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:131 @@ -13000,8 +13231,8 @@ msgstr "บัญชี" #: ../../content/applications/finance/accounting/getting_started/memento.rst:220 #: ../../content/applications/finance/accounting/getting_started/memento.rst:246 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:109 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:111 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:113 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:115 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:70 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:133 msgid "Account Receivable" @@ -17854,6 +18085,233 @@ msgid "" "`_" msgstr "" +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:3 +msgid "Electronic invoicing (:abbr:`EDI (electronic data interchange)`)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:5 +msgid "" +"EDI, or electronic data interchange, is the inter-company communication of " +"business documents, such as purchase orders and invoices, in a standard " +"format. Sending documents according to an EDI standard ensures that the " +"machine receiving the message can interpret the information correctly. " +"Various EDI file formats exist and are available depending on your company's" +" country." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:10 +msgid "" +"EDI feature enables automating the administration between companies and " +"might also be required by some governments for fiscal control or to " +"facilitate the administration." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:13 +msgid "" +"Electronic invoicing of your documents such as customer invoices, credit " +"notes or vendor bills is one of the application of EDI." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:16 +msgid "Odoo supports, among others, the following formats." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:21 +msgid "Format Name" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:22 +msgid "Applicability" +msgstr "การบังคับใช้" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:23 +msgid "Factur-X (CII)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:24 +msgid "Default format on Odoo (enabled by default)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:25 +msgid "Peppol BIS Billing 3.0 (UBL)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:26 +msgid "" +"For companies whose countries are part of the `EAS list " +"`_" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:28 +msgid "E-FFF" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:29 +msgid "For Belgian companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:30 +msgid "XRechnung (UBL)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:31 +msgid "For German companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:32 +msgid "Fattura PA (IT)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:33 +msgid "For Italian companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:34 +msgid "CFDI (4.0)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:35 +msgid "For Mexican companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:36 +msgid "Peru UBL 2.1" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:37 +msgid "For Peruvian companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:38 +msgid "SII IVA Llevanza de libros registro (ES)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:39 +msgid "For Spanish companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:40 +msgid "UBL 2.1 (Columbia)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:41 +msgid "For Colombian companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:42 +msgid "Egyptian Tax Authority" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:43 +msgid "For Egyptian companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:44 +msgid "E-Invoice (IN)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:45 +msgid "For Indian companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:46 +msgid "NLCIUS (Netherlands)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:47 +msgid "For Dutch companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:48 +msgid "EHF 3.0" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:49 +msgid "For Norwegian companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:57 +msgid "" +"Go to :menuselection:`Accounting --> Configuration --> Journals --> Customer" +" Invoices --> Advanced Settings --> Electronic Invoicing` and enable the " +"formats you need for this journal." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:64 +msgid "" +"Once an electronic invoicing format is enabled, XML documents are generated " +"when clicking on :guilabel:`Confirm` in documents such as invoices, credit " +"notes, etc. These documents are either visible in the attachment section, or" +" embedded in the PDF." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:69 +msgid "" +"For E-FFF, the xml file only appears after having generated the PDF " +"(:guilabel:`Print` or :guilabel:`Send & Print` button), since the PDF needs " +"to be embedded inside the xml." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:71 +msgid "" +"By default, the :guilabel:`Factur-X` option is enabled. It means that an XML" +" file is automatically included in the PDF document that is sent." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:73 +msgid "" +"The formats available depend on the country registered in your company's " +":guilabel:`General Information`." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:75 +msgid "" +"Odoo supports the **Peppol BIS Billing 3.0** format that can be used via " +"existing access points." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:79 +msgid "Add new formats to a database created before July 2022" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:81 +msgid "" +"If your database was created before July 2022 and you wish to use one of the" +" formats available from July 2022, you have to :ref:`install " +"` the module :guilabel:`Import/Export electronic invoices " +"with UBL/CII` (module’s technical name: `account_edi_ubl_cii`) and your " +"country-specific module." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:87 +msgid "" +"If you want to use the Belgian format E-FFF in a database created prior to " +"July 2022, you need to :ref:`install `:" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:95 +msgid "Belgium - E-Invoicing (UBL 2.0, e-fff)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:96 +msgid "`l10n_be_edi`" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:97 +msgid "Import/Export electronic invoices with UBL/CII" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:98 +msgid "`account_edi_ubl_cii`" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:101 +msgid "" +"Once the new module is installed, UBL 2.0 and UBL 2.1 formats no longer " +"appear in the journal since UBL BIS Billing 3.0 is available and more widely" +" supported." +msgstr "" + #: ../../content/applications/finance/accounting/receivables/customer_invoices/epc_qr_code.rst:3 msgid "Add EPC QR Codes to invoices" msgstr "" @@ -18312,49 +18770,59 @@ msgid "" "Conditions*." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:44 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:42 +msgid ":doc:`cash_discounts`" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:43 +msgid "" +"`Odoo Tutorials: Payment Terms `_" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:48 msgid "" "Go to :menuselection:`Accounting --> Configuration --> Payment Terms` and " "click on *Create*." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:46 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:50 msgid "" "The **Description on the Invoice** is the text displayed on the document " "(sale order, invoice, etc.)." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:49 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:53 msgid "" "In the **Terms** section, you can add a set of rules, called *terms*, to " "define what needs to be paid and by which due date." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:52 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:56 msgid "" "To add a term, click on *Add a line*, and define its *Type*, *Value*, and " "*Due Date Computation*." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:55 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:59 msgid "Terms are computed in the order they are set up." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:56 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:60 msgid "The **balance** should always be used for the last line." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:58 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:62 msgid "" "In the following example, 30% is due on the day of issuance, and the balance" " is due at the end of the following month." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:67 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:71 msgid "Using Payment Terms" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:69 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:73 msgid "" "Payment Terms can be defined in the **Due Date** field, with the **Terms** " "drop-down list, on:" @@ -18389,13 +18857,13 @@ msgid "" "*Due Date* is enough." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:80 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:84 msgid "" "You can also define a **Due Date** manually. If Payment Terms are already " "defined, empty the field so you can select a date." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:83 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:87 msgid "Payment Terms can be defined with the **Payment Terms** field on:" msgstr "" @@ -18410,66 +18878,56 @@ msgid "" "under the *Sales & Purchase* tab." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:92 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:96 msgid "" "Invoices with specific Payment Terms generate different *Journal Entries*, " "with one *Journal Item* for every computed *Due Date*." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:95 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:99 msgid "" "This makes for easier *Follow-ups* and *Reconciliation* since Odoo takes " "each due date into account, rather than just the balance due date. It also " "helps to get an accurate *Aged Receivable report*." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:103 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:107 msgid "" "In this example, an invoice of $1000 has been issued with the following " "payment terms: *30% is due on the day of issuance, and the balance is due at" " the end of the following month.*" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:107 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:111 msgid "Due date" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:109 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:113 msgid "February 21" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:109 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:113 msgid "300" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:111 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:115 msgid "March 31" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:111 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:115 msgid "700" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:113 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:117 msgid "Product Sales" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:116 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:120 msgid "" "The $1000 debited on the Account Receivable is split into two distinct " "*Journal Items*. Both of them have their own **Due Date**." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:120 -msgid ":doc:`cash_discounts`" -msgstr "" - -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:121 -msgid "" -"`Odoo Tutorials: Terms and Conditions (T&C) and Payment Terms " -"`_" -msgstr "" - #: ../../content/applications/finance/accounting/receivables/customer_invoices/snailmail.rst:5 msgid "Send your invoices by post (Snailmail)" msgstr "" @@ -20323,12 +20781,13 @@ msgstr "" #: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:77 msgid "" -"always store the default price TAX EXCLUDED on the product form, and apply a" -" tax (price included on the product form)" +"always store the default price **tax excluded** on the product form, and " +"apply a tax (price excluded on the product form)" msgstr "" #: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:80 -msgid "create a pricelist with prices in TAX INCLUDED, for specific customers" +msgid "" +"create a pricelist with prices in **tax included**, for specific customers" msgstr "" #: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:83 @@ -20356,11 +20815,44 @@ msgid "" "website" msgstr "" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:97 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:99 +msgid "eCommerce" +msgstr "eCommerce" + +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:101 +msgid "" +"If you only use B2C or B2B prices on your website, simply select the " +"appropriate setting in the **Website** app settings." +msgstr "" + +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:104 +msgid "" +"If you have both B2B and B2C prices on a single website, please follow these" +" instructions:" +msgstr "" + +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:106 +msgid "" +"Activate the :ref:`developer mode ` and go to " +":menuselection:`General Settings --> Users & Companies --> Groups`." +msgstr "" + +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:108 +msgid "" +"Open either `Technical / Tax display B2B` or `Technical / Tax display B2C`." +msgstr "" + +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:109 +msgid "" +"Under the :guilabel:`Users` tab, add the users requiring access to the price" +" type. Add B2C users in the B2C group and B2B users in the B2B group." +msgstr "" + +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:113 msgid "Setting your products" msgstr "" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:99 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:115 msgid "" "Your company must be configured with tax excluded by default. This is " "usually the default configuration, but you can check your **Default Sale " @@ -20368,7 +20860,7 @@ msgid "" "Accounting application." msgstr "" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:107 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:123 msgid "" "Once done, you can create a **B2C** pricelist. You can activate the " "pricelist feature per customer from the menu: :menuselection:`Configuration " @@ -20376,25 +20868,25 @@ msgid "" "per customer segment**." msgstr "" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:112 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:128 msgid "" "Once done, create a B2C pricelist from the menu " ":menuselection:`Configuration --> Pricelists`. It's also good to rename the " "default pricelist into B2B to avoid confusion." msgstr "" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:116 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:132 msgid "" "Then, create a product at 8.26€, with a tax of 21% (defined as tax not " "included in price) and set a price on this product for B2C customers at 10€," " from the :menuselection:`Sales --> Products` menu of the Sales application:" msgstr "" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:125 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:141 msgid "Setting the B2C fiscal position" msgstr "" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:127 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:143 msgid "" "From the accounting application, create a B2C fiscal position from this " "menu: :menuselection:`Configuration --> Fiscal Positions`. This fiscal " @@ -20402,18 +20894,18 @@ msgid "" "included in price)" msgstr "" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:136 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:152 msgid "Test by creating a quotation" msgstr "" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:138 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:154 msgid "" "Create a quotation from the Sale application, using the " ":menuselection:`Sales --> Quotations` menu. You should have the following " "result: 8.26€ + 1.73€ = 9.99€." msgstr "" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:145 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:161 msgid "" "Then, create a quotation but **change the pricelist to B2C and the fiscal " "position to B2C** on the quotation, before adding your product. You should " @@ -20421,15 +20913,15 @@ msgid "" "8.26€ + 1.74€ = 10.00€." msgstr "" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:153 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:169 msgid "This is the expected behavior for a customer of your shop." msgstr "" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:156 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:172 msgid "Avoid changing every sale order" msgstr "" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:158 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:174 msgid "" "If you negotiate a contract with a customer, whether you negotiate tax " "included or tax excluded, you can set the pricelist and the fiscal position " @@ -20437,13 +20929,13 @@ msgid "" "of this customer." msgstr "" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:163 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:179 msgid "" "The pricelist is in the **Sales & Purchases** tab of the customer form, and " "the fiscal position is in the accounting tab." msgstr "" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:166 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:182 msgid "" "Note that this is error prone: if you set a fiscal position with tax " "included in prices but use a pricelist that is not included, you might have " @@ -22628,7 +23120,6 @@ msgstr "" #: ../../content/applications/finance/payment_acquirers/authorize.rst:15 #: ../../content/applications/finance/payment_acquirers/buckaroo.rst:15 #: ../../content/applications/finance/payment_acquirers/mollie.rst:14 -#: ../../content/applications/finance/payment_acquirers/ogone.rst:15 #: ../../content/applications/finance/payment_acquirers/paypal.rst:17 #: ../../content/applications/finance/payment_acquirers/sips.rst:15 msgid "Credentials tab" @@ -22783,7 +23274,7 @@ msgstr "" #: ../../content/applications/finance/payment_acquirers/authorize.rst:12 #: ../../content/applications/finance/payment_acquirers/buckaroo.rst:12 #: ../../content/applications/finance/payment_acquirers/mollie.rst:11 -#: ../../content/applications/finance/payment_acquirers/ogone.rst:12 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:9 #: ../../content/applications/finance/payment_acquirers/paypal.rst:14 #: ../../content/applications/finance/payment_acquirers/sips.rst:12 #: ../../content/applications/finance/payment_acquirers/stripe.rst:12 @@ -22928,10 +23419,9 @@ msgstr "" #: ../../content/applications/finance/payment_acquirers/authorize.rst:53 #: ../../content/applications/finance/payment_acquirers/buckaroo.rst:47 #: ../../content/applications/finance/payment_acquirers/mollie.rst:31 -#: ../../content/applications/finance/payment_acquirers/ogone.rst:88 #: ../../content/applications/finance/payment_acquirers/paypal.rst:144 #: ../../content/applications/finance/payment_acquirers/sips.rst:32 -#: ../../content/applications/finance/payment_acquirers/stripe.rst:130 +#: ../../content/applications/finance/payment_acquirers/stripe.rst:134 #: ../../content/applications/finance/payment_acquirers/wire_transfer.rst:39 msgid ":doc:`../payment_acquirers`" msgstr "" @@ -23181,142 +23671,204 @@ msgid "" "in secure electronic transactions." msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:17 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:10 msgid "" -"Odoo needs your **API Credentials** to connect with your Ogone account, " -"which comprise:" +"`Ogone's documentation `_." msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:19 -msgid "" -"**PSPID**: The ID solely used to identify the account with Ogone. You chose " -"it when you opened your account." +#: ../../content/applications/finance/payment_acquirers/ogone.rst:13 +msgid "Settings in Ogone" msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:21 -msgid "" -":ref:`API User ID `: The ID solely used to identify the user" -" with Ogone." +#: ../../content/applications/finance/payment_acquirers/ogone.rst:16 +msgid "Create an API user" msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:22 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:18 msgid "" -":ref:`API User Password `: Value used to identify the user " -"with Ogone." +"Log into your Ogone account and head to the :guilabel:`Configuration` tab." msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:23 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:20 msgid "" -":ref:`SHA Key IN `: Key used in the signature Odoo send to" -" Ogone." +"You need to create an **API user** to be used in the creation of " +"transactions from Odoo. While you can use your main account to do so, using " +"an **API user** ensures that if the credentials used in Odoo are leaked, no " +"access to your Ogone configuration is possible. Additionally, passwords for " +"**API users** do not need to be updated regularly, unlike normal users." msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:24 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:25 msgid "" -":ref:`SHA Key OUT `: Key used in the signature Ogone send" -" to Odoo." +"To create an **API user**, go to :menuselection:`Configuration --> Users` " +"and click on :guilabel:`New User`. The following fields must be configured:" msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:26 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:30 +msgid ":guilabel:`UserID`: you can choose anything you want." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:31 msgid "" -"You can copy your credentials from your Ogone account, and paste them in the" -" related fields under the **Credentials** tab." +":guilabel:`User's Name, E-mail and Timezone`: you can enter the information " +"you want." msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:32 -msgid "API User ID and Password" +msgid ":guilabel:`Profile`: should be set to :guilabel:`Admin`." msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:34 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:33 +msgid ":guilabel:`Special user for API`: should be checked." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:35 msgid "" -"If you already created a user and have both its ID and password, just copy " -"them. You can also generate a new password from " -":menuselection:`Configuration --> Users --> Your chosen user --> change " -"password`." +"After the creation of the user, you are required to generate a password. " +"Save the password and **UserID**, as they will be required later on during " +"the setup." msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:38 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:39 msgid "" -"If you don't have a user, create one by going to " -":menuselection:`Configuration --> Users --> New User`. Set your **User ID** " -"to get your **password** when you save your new user." +"If you already have an user set up, make sure it is activated without any " +"error. If not, simply click the :guilabel:`Activate(Errors)` button to reset" +" the user." msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:48 -msgid "SHA Key IN" +#: ../../content/applications/finance/payment_acquirers/ogone.rst:43 +msgid "Set up Ogone for Odoo" msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:50 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:45 msgid "" -"In order to retrieve the SHA Key IN, log into your ogone account, go to " -":menuselection:`Configuration --> Technical Information --> Data and origin " -"verification --> Checks for e-Commerce & Alias Gateway`, and retrieve **SHA " -"Key IN**." +"Ogone must now be configured to accept payments from Odoo. Head to " +":menuselection:`Configuration --> Technical Information --> Global Security " +"Parameters`, select :guilabel:`SHA-1` as :guilabel:`Hash Algorithm` and " +":guilabel:`UTF-8` as :guilabel:`character encoding`. Then, go to the " +":guilabel:`Data and Origin verification` tab of the same page and leave the " +"URL field of the :guilabel:`e-Commerce and Alias Gateway` section blank." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:52 +msgid "" +"If you need to use another algorithm, such as `sha-256` or `sha-512`, within" +" Odoo, activate the :ref:`developer mode ` and go to " +":menuselection:`General Settings --> Technical --> System Parameters`. From " +"here, search for `payment_ogone.hash.function` and change the value line to " +"the desired algorithm (`sha-256` or `sha-512`)." msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:57 -msgid "SHA Key OUT" +msgid "" +"You are now required to generate **SHA-IN** passphrases. **SHA-IN** and " +"**SHA-OUT** passphrases are used to digitally sign the transaction requests " +"and responses between Odoo and Ogone. By using these secret passphrases and " +"the `sha-1` algorithm, both systems can ensure that the information they " +"receive from the other was not altered or tampered with." msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:59 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:62 msgid "" -"In order to retrieve the SHA Key OUT, log into your ogone account, go to " -":menuselection:`Configuration --> Technical Information --> Transaction " -"feedback --> All transaction submission modes`, and get or generate your " -"**API Key** and **Client Key**. Be careful to copy your API key as you'll " -"not be allowed to get it later without generating a new one." +"Enter the same **SHA-IN** passphrase in both :guilabel:`Checks for " +"e-Commerce & Alias Gateway` and :guilabel:`Checks for DirectLink and Batch " +"(Automatic)`. You can leave the IP address field blank." msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:65 msgid "" -"If you are trying Ogone as a test, with the Test Account, change the " -"**State** to *Test Mode*. We recommend doing this on a test Odoo database, " -"rather than on your main database." +"Your **SHA-IN** and **SHA-OUT** passphrases should be different, and between" +" 16 and 32 characters long. Make sure to use the same **SHA-IN** and **SHA-" +"OUT** passphrases throughout the entire Ogone configuration, as Odoo only " +"allows a single **SHA-IN** and single **SHA-OUT** passphrase." msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:69 -msgid "Configuration on Ogone" -msgstr "" - -#: ../../content/applications/finance/payment_acquirers/ogone.rst:71 msgid "" -"Now that Odoo can communicate with Ogone, we need to make sure that Ogone " -"can send information to your database." +"In order to retrieve the **SHA-OUT** key, log into your Ogone account, go to" +" :menuselection:`Configuration --> Technical Information --> Transaction " +"feedback --> All transaction submission modes`, and get or generate your " +"**API Key** and **Client Key**. Be careful to copy your API key as you’ll " +"not be allowed to get it later without generating a new one." msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:74 msgid "" -"To do so, log into your Ogone account and go to " -":menuselection:`Configuration --> Technical Information --> Transaction " -"feedback --> Direct HTTP server-to-server request`." +"When done, head to :menuselection:`Configuration --> Technical Information " +"--> Transaction Feedback` and check the following options:" msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:77 -msgid "Then, fill the form with the following data:" +msgid "" +"The :guilabel:`URL` fields for :guilabel:`HTTP redirection in the browser` " +"can be left empty, as Odoo will specify these URLs for every transaction " +"request." msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:79 msgid "" -"In the **Timing of the request**, select *Online but switch to a deferred " -"request when the online requests fail*." +":guilabel:`I would like to receive transaction feedback parameters on the " +"redirection URLs`: should be checked." msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:0 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:81 msgid "" -"Enter your Odoo databases URL in both **URLs** followed by " -"``/payment/ogone/return``." -msgstr "" - -#: ../../content/applications/finance/payment_acquirers/ogone.rst:0 -msgid "For example: ``https://yourcompany.odoo.com/payment/ogone/return``" +":guilabel:`Direct HTTP server-to-server request`: should to be set to " +"`Online but switch to a deferred request when the online request fails`." msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:83 -msgid "Select *POST* for the **Request Method**." +msgid "" +"Both **URL** fields should contain the same following URL, with `` " +"replaced by your database: `https:///payment/ogone/return`." msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:85 -msgid "Save, and you are ready to go!" +#: ../../content/applications/finance/payment_acquirers/ogone.rst:86 +msgid "" +":guilabel:`Dynamic eCommerce Parameters` should contain the following " +"values: `ALIAS`, `AMOUNT`, `CARDNO`, `CN`, `CURRENCY`, `IP`, `NCERROR` " +"`ORDERID`, `PAYID`, `PM`, `STATUS`, `TRXDATE`. Other parameters can be " +"included (if you have another integration with Ogone that requires them), " +"but are not advised." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:90 +msgid "" +"In the :guilabel:`All transaction submission modes` section, fill out **SHA-" +"OUT** passphrase and disable `HTTP request for status change`." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:93 +msgid "" +"To allow your customers to save their credit card credentials for future " +"use, head to :menuselection:`Configuration --> Alias --> My alias " +"information`. From this tab, you can configure how the user can have its " +"card details saved, for how long the information is saved, if a checkbox to " +"save the card information should be displayed, etc." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:99 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:11 +msgid "Settings in Odoo" +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:101 +msgid "" +"To set up Ogone in Odoo, head to :menuselection:`Accounting --> " +"Configuration --> Payment Acquirers` and open the Ogone acquirer. In the " +":guilabel:`Credentials` tab, enter the **PSPID** of your Ogone account, and " +"fill out the other fields as configured in your :ref:`Ogone portal " +"`." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:106 +msgid "" +"If you wish to run tests with Ogone, within the accounting app, go to " +":menuselection:`Configuration --> Payment Acquirers`. Click on " +":guilabel:`Ogone`, enable :guilabel:`Test Mode` and enter your credentials " +"in the :guilabel:`Credentials` tab. We recommend doing this on an Odoo test " +"database, rather than on your main database." msgstr "" #: ../../content/applications/finance/payment_acquirers/paypal.rst:3 @@ -23331,10 +23883,6 @@ msgid "" " where the customer is routed to the Paypal website to register the payment." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:11 -msgid "Settings in Odoo" -msgstr "" - #: ../../content/applications/finance/payment_acquirers/paypal.rst:19 msgid "" "Odoo needs your **API Credentials** to connect with your PayPal account, " @@ -23850,12 +24398,23 @@ msgstr "" #: ../../content/applications/finance/payment_acquirers/stripe.rst:119 msgid "" -"To enable specific local payment methods with Stripe, list them as supported" -" payment icons. To do so, go to :menuselection:`Payment Acquirers --> Stripe" -" --> Configuration` and add the desired payment methods in the **Supported " -"Payment Icons** field. If the desired payment method is already listed, you " -"don't have anything to do. If a payment icon record doesn't exist in the " -"database, its related payment method is considered enabled with Stripe." +"To enable some of these local payment methods with Stripe, list them as " +"supported payment icons. To do so, go to :menuselection:`Payment Acquirers " +"--> Stripe --> Configuration` and add the desired payment methods in the " +"**Supported Payment Icons** field. If the desired payment method is already " +"listed, you don't have anything to do." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/stripe.rst:129 +msgid "" +"If a payment icon record does not exist in the database and its related " +"local payment method is listed above, it is considered enabled with Stripe." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/stripe.rst:131 +msgid "" +"If a local payment method is not listed above, it is not supported and " +"cannot be enabled." msgstr "" #: ../../content/applications/finance/payment_acquirers/wire_transfer.rst:3 diff --git a/locale/th/LC_MESSAGES/productivity.po b/locale/th/LC_MESSAGES/productivity.po index 450956499..fe201564d 100644 --- a/locale/th/LC_MESSAGES/productivity.po +++ b/locale/th/LC_MESSAGES/productivity.po @@ -5,18 +5,18 @@ # # Translators: # Odoo Thaidev , 2022 -# Martin Trigaux, 2022 # Khwunchai Jaengsawang , 2022 # Wichanon Jamwutthipreecha, 2022 +# Martin Trigaux, 2022 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-07-22 09:36+0000\n" +"POT-Creation-Date: 2022-09-01 15:11+0000\n" "PO-Revision-Date: 2021-11-02 08:49+0000\n" -"Last-Translator: Wichanon Jamwutthipreecha, 2022\n" +"Last-Translator: Martin Trigaux, 2022\n" "Language-Team: Thai (https://www.transifex.com/odoo/teams/41243/th/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -1309,7 +1309,7 @@ msgstr "" #: ../../content/applications/productivity/iot/devices/scale.rst:17 msgid "" -"If your scale is `compatibale with Odoo IoT Box " +"If your scale is `compatible with Odoo IoT Box " "`_, there is no need to set up " "anything because it will be automatically detected as soon as it is " "connected." @@ -1654,925 +1654,1850 @@ msgstr "" msgid "Open any email; the shortcut should be displayed." msgstr "" -#: ../../content/applications/productivity/studio.rst:8 +#: ../../content/applications/productivity/studio.rst:6 msgid "Studio" msgstr "สตูดิโอ" -#: ../../content/applications/productivity/studio.rst:10 +#: ../../content/applications/productivity/studio.rst:16 msgid "" -"Learn all you need in order to build custom applications: customize views, " -"create specific reports, automate actions, define approval workflows, etc." +"Studio is a toolbox that allows you to customize Odoo without coding " +"knowledge. For example, you can, on any app, add or modify:" msgstr "" -#: ../../content/applications/productivity/studio.rst:14 +#: ../../content/applications/productivity/studio.rst:19 +msgid ":doc:`Fields `" +msgstr "" + +#: ../../content/applications/productivity/studio.rst:20 +msgid ":doc:`Views `" +msgstr "" + +#: ../../content/applications/productivity/studio.rst:21 +msgid ":doc:`Models `" +msgstr "" + +#: ../../content/applications/productivity/studio.rst:22 +msgid ":doc:`Automated actions `" +msgstr "" + +#: ../../content/applications/productivity/studio.rst:23 +msgid "PDF reports" +msgstr "" + +#: ../../content/applications/productivity/studio.rst:24 +msgid "Approval rules" +msgstr "" + +#: ../../content/applications/productivity/studio.rst:25 +msgid "Security rules" +msgstr "" + +#: ../../content/applications/productivity/studio.rst:27 +msgid "" +"Or you can :doc:`build an app from scratch `." +msgstr "" + +#: ../../content/applications/productivity/studio.rst:30 msgid "`Odoo Tutorials: Studio `_" msgstr "" -#: ../../content/applications/productivity/studio/concepts.rst:5 -msgid "Concepts" +#: ../../content/applications/productivity/studio/automated_actions.rst:3 +msgid "Automated actions (automations)" msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:3 -msgid "Understanding Automated Actions" +#: ../../content/applications/productivity/studio/automated_actions.rst:5 +msgid "" +"Automated actions are used to trigger automatic changes based on user " +"actions (e.g., apply a modification when a field is set to a specific value)" +" or on time conditions (e.g., archive a record 7 days after its last " +"update)." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:9 +msgid "" +"To create an automated action with Studio, go to :guilabel:`Automations` " +"from anywhere within Studio." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:12 +msgid "" +"For every automated action you create, the following elements should be " +"defined: the :ref:`studio/automated-actions/model`, the " +":ref:`studio/automated-actions/trigger`, the :ref:`studio/automated-" +"actions/apply-on`, and the :ref:`studio/automated-actions/action`." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:25 +msgid "Model" +msgstr "โมเดล" + +#: ../../content/applications/productivity/studio/automated_actions.rst:27 +msgid "Select the model where the automated action should be applied." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:30 +msgid "" +"The model you are on when you click on :guilabel:`Automations` is pre-" +"selected by default." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:35 +msgid "Trigger" +msgstr "เปิดใช้งาน" + +#: ../../content/applications/productivity/studio/automated_actions.rst:37 +msgid "" +"Define when the automated action should be applied. Six triggers are " +"available." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:42 +msgid "On Creation" +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:44 +msgid "The action is triggered when a record is created and then saved." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:49 +msgid "On Update" +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:51 +msgid "" +"The action is triggered when a previously saved record is edited and then " +"saved." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:53 +msgid "" +"Use :guilabel:`Trigger Fields` to specify which fields - and only those - " +"trigger the action on their update." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:55 +msgid "" +"To detect when a record changes from one state to another, define a " +":guilabel:`Before Update Domain` filter, which checks if the condition is " +"satisfied before the record is updated. Then set an :ref:`studio/automated-" +"actions/apply-on` filter, which checks if the condition is met after the " +"record is updated." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:61 +msgid "" +"If you want the automated action to happen when an email address is set on a" +" contact, define the :guilabel:`Before Update Domain` to `Email is not set`," +" and the :guilabel:`Apply on` domain to `Email is set`." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:72 +msgid "On Creation & Update" +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:74 +msgid "" +"The action is triggered when a record is created and saved or edited " +"afterward and saved." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:79 +msgid "On Deletion" +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:81 +msgid "The action is triggered when a record is deleted." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:84 +msgid "" +"This trigger is rarely used, as archiving records is usually preferred to " +"deletion." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:89 +msgid "Based on Form Modification" +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:91 +msgid "" +"The action is triggered when any change is done to a trigger field's value " +"on the :ref:`Form view `, even before saving the " +"record. This trigger only works on the user interface when a modification is" +" made by a user. If the field is changed through another action and not by " +"the user, the action will not run." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:97 +msgid "" +"This trigger can only be used with the :ref:`Execute Python Code action " +"`, so development is required." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:103 +msgid "Based on Timed Condition" +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:105 +msgid "" +"The action is triggered when a trigger field's date or date & time value is " +"reached." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:107 +msgid "" +"To trigger the action after the :guilabel:`Trigger Date`, add a number of " +"minutes, hours, days, or months under :guilabel:`Delay after trigger date`. " +"To trigger the action before, add a negative number instead." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:112 +msgid "" +"If you want to send a reminder email 30 minutes before the start of a " +"calendar event, select the :guilabel:`Start (Calendar Event)` under " +":guilabel:`Trigger Date` and set the :guilabel:`Delay after trigger date` to" +" **-30** :guilabel:`Minutes`." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:121 +msgid "By default, the scheduler checks for trigger dates every 4 hours." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:126 +msgid "Apply on" +msgstr "ใช้เมื่อ" + +#: ../../content/applications/productivity/studio/automated_actions.rst:128 +msgid "" +"Define on which records of the model the automated action should be applied." +" It works the same way as when you apply filters on a model." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:134 +msgid "Action" +msgstr "การดำเนินการ" + +#: ../../content/applications/productivity/studio/automated_actions.rst:136 +msgid "" +"Determine what the automated action should do (server action). There are " +"eight types of action to choose from." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:142 +msgid "Execute Python Code" +msgstr "Python Code" + +#: ../../content/applications/productivity/studio/automated_actions.rst:144 +msgid "" +"The action is used to execute Python code. The available variables are " +"described on the :guilabel:`Python Code` tab, which is also used to write " +"your code, or on the :guilabel:`Help` tab." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:147 +msgid "" +"To allow the action to be run through the website, tick :guilabel:`Available" +" on the Website` and add a :guilabel:`Website Path`." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:153 +msgid "Create a new Record" +msgstr "สร้างรายการบันทึกใหม่" + +#: ../../content/applications/productivity/studio/automated_actions.rst:155 +msgid "The action is used to create a new record on any model." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:158 +msgid "" +"Selecting a :guilabel:`Target Model` is only required if you want to target " +"another model than the one you are on." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:161 +msgid "" +"To link the record that triggered the creation of the new record, select a " +"field under :guilabel:`Link Field`. For example, you could create a contact " +"automatically when a lead is turned into an opportunity." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:164 +msgid "" +":guilabel:`Data to Write` tab: the tab is used to specify the new record's " +"values. After selecting a :guilabel:`Field`, select its " +":guilabel:`Evaluation Type`:" +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:167 +msgid "" +":guilabel:`Value`: used to directly give the field's raw value in the " +":guilabel:`Value` column." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:168 +msgid "" +":guilabel:`Reference`: used to select the record under the " +":guilabel:`Record` column and let Studio add the internal ID in the " +":guilabel:`Value` column." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:172 +msgid "" +"If an automated action creates a new task in a project, you can assign it to" +" a specific user by setting the :guilabel:`Field` to :guilabel:`Responsible " +"User (Project)`, the :guilabel:`Evaluation Type` to :guilabel:`Reference`, " +"and the :guilabel:`Record` to a specific user." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:181 +msgid "" +":guilabel:`Python expression`: used to dynamically define the newly created " +"record’s value for a field using Python code in the :guilabel:`Value` " +"column." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:187 +msgid "Update the Record" +msgstr "ไม่มีอัพเดท:" + +#: ../../content/applications/productivity/studio/automated_actions.rst:189 +msgid "" +"The action is used to set value(s) for field(s) of any record on the current" +" model." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:192 +msgid "" +"The process to fill in the :guilabel:`Data to Write` tab is the same as " +"described under :ref:`studio/automated-actions/action/new-record`." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:198 +msgid "Execute several actions" +msgstr "Execute several actions" + +#: ../../content/applications/productivity/studio/automated_actions.rst:200 +msgid "" +"The action is used to trigger multiple actions at the same time. To do so, " +"click on :guilabel:`Add a line` under the :guilabel:`Actions` tab. In the " +":guilabel:`Child Actions` pop-up, click on :guilabel:`Create` and configure " +"the action." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:207 +msgid "Send Email" +msgstr "ส่งอีเมล" + +#: ../../content/applications/productivity/studio/automated_actions.rst:209 +msgid "" +"The action is used to send an email to a contact linked to a specific " +"record. To do so, select or create an :guilabel:`Email Template`." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:215 +msgid "Add Followers" +msgstr "เพิ่มผู้ติดตาม" + +#: ../../content/applications/productivity/studio/automated_actions.rst:217 +msgid "The action is used to subscribe existing contacts to the record." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:222 +msgid "Create Next Activity" +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:224 +msgid "" +"The action is used to schedule a new activity linked to the record. Use the " +":guilabel:`Activity` tab to set it up as usual, but instead of the " +":guilabel:`Assigned to` field, select an :guilabel:`Activity User Type`. " +"Select :guilabel:`Specific User` and add the user under " +":guilabel:`Responsible` if the activity should always be assigned to the " +"same user. To dynamically target a user linked to the record, select " +":guilabel:`Generic User From Record` instead and change the :guilabel:`User " +"field name` if necessary." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:232 +msgid "" +"After a lead is turned into an opportunity, you want your automated action " +"to set up a call for the user responsible for the lead. To do so, set the " +":guilabel:`Activity` to :guilabel:`Call` and set the :guilabel:`Activity " +"User Type` to :guilabel:`Generic User From Record`." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:243 +msgid "Send SMS Text Message" +msgstr "ส่งข้อความ SMS" + +#: ../../content/applications/productivity/studio/automated_actions.rst:245 +msgid "" +"The action is used to send an SMS to a contact linked to the record. To do " +"so, select or create an :guilabel:`SMS Template`." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:249 +msgid "" +"If you want sent messages to be logged in the Chatter, tick :guilabel:`Log " +"as Note`." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:3 +msgid "Fields and widgets" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:5 +msgid "" +"Fields structure the models of a database. If you picture a model as a table" +" or spreadsheet, fields are the columns where data is stored in the records " +"(i.e., the rows). Fields also define the type of data that is stored within " +"them. How the data is presented and formatted on the :abbr:`UI (User " +"Interface)` is defined by their widget." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:10 +msgid "" +"From a technical point of view, there are 15 field types in Odoo. However, " +"you can choose from 20 fields in Studio, as some field types are available " +"more than once with a different default widget." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:14 +msgid "" +":guilabel:`New Fields` can only be added to the " +":ref:`studio/views/general/form` and :ref:`studio/views/multiple-" +"records/list` views. On other views, you can only add :guilabel:`Existing " +"Fields` :dfn:`(fields already on the model)`." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:21 +msgid "Simple fields" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:23 +msgid "Simple fields contain basic values, such as text, numbers, files, etc." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:26 +#: ../../content/applications/productivity/studio/fields.rst:325 +msgid "" +"Non-default widgets, when available, are presented as bullet points below." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:31 +msgid "Text (`char`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:33 +msgid "" +"The :guilabel:`Text` field is used for short text containing any character. " +"One text line is displayed when filling out the field." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:36 +#: ../../content/applications/productivity/studio/fields.rst:220 +msgid "" +":guilabel:`Badge`: displays the value inside a rounded shape, similar to a " +"tag. The value cannot be edited on the UI, but a default value can be set." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:38 +#: ../../content/applications/productivity/studio/fields.rst:71 +msgid "" +":guilabel:`Copy to Clipboard`: users can copy the value by clicking a " +"button." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:39 +msgid ":guilabel:`E-mail`: the value becomes a clickable *mailto* link." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:40 +msgid "" +":guilabel:`Image`: displays an image using a URL. The value cannot be edited" +" manually, but a default value can be set." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:44 +msgid "" +"This works differently than selecting the :ref:`Image field " +"` directly, as the image is not stored in" +" Odoo when using a :guilabel:`Text` field with the :guilabel:`Image` widget." +" For example, it can be useful if you want to save disk space." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:49 +msgid ":guilabel:`Phone`: the value becomes a clickable *tel* link." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:52 +msgid "" +"Tick :guilabel:`Enable SMS` to add an option to send an SMS directly from " +"Odoo next to the field." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:55 +msgid ":guilabel:`URL`: the value becomes a clickable URL." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:66 +msgid "Multiline Text (`text`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:68 +msgid "" +"The :guilabel:`Multiline Text` field is used for longer text containing any " +"type of character. Two text lines are displayed on the UI when filling out " +"the field." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:82 +msgid "Integer (`integer`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:84 +msgid "" +"The :guilabel:`Integer` field is used for all integer numbers " +"(:dfn:`positive, negative, or zero, without a decimal`)." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:87 +msgid "" +":guilabel:`Percentage Pie`: displays the value inside a percentage circle, " +"usually for a computed value. The value cannot be edited on the UI, but a " +"default value can be set." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:89 +#: ../../content/applications/productivity/studio/fields.rst:118 +msgid "" +":guilabel:`Progress Bar`: displays the value next to a percentage bar, " +"usually for a computed value. The field cannot be edited manually, but a " +"default value can be set." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:91 +msgid "" +":guilabel:`Handle`: displays a drag handle icon to order records manually in" +" :ref:`List view `." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:103 +msgid "Decimal (`float`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:105 +msgid "" +"The :guilabel:`Decimal` field is used for all decimal numbers " +"(:dfn:`positive, negative, or zero, with a decimal`)." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:109 +msgid "" +"Decimal numbers are displayed with two decimals after the decimal point on " +"the UI, but they are stored in the database with more precision." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:112 +msgid "" +":guilabel:`Monetary`: it is similar to using the :ref:`Monetary field " +"`. It is recommended to use the later " +"as it offers more functionalities." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:115 +msgid "" +":guilabel:`Percentage`: displays a percent character `%` after the value." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:6 +#: ../../content/applications/productivity/studio/fields.rst:116 msgid "" -"Automated actions are used to trigger actions. They are based on conditions " -"and happen on top of Odoo’s default business logic." +":guilabel:`Percentage Pie`: displays the value inside a percentage circle, " +"usually for a computed value. The field cannot be edited manually, but a " +"default value can be set." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:9 +#: ../../content/applications/productivity/studio/fields.rst:120 msgid "" -"Examples of automated actions include: creating a next activity upon a " -"quote's confirmation; adding a user as a follower of a confirmed invoice if " -"its total is higher than a certain amount; or preventing a lead from " -"changing stage if a field is not filled in." +":guilabel:`Time`: the value must follow the *hh:mm* format, with a maximum " +"of 59 minutes." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:131 +msgid "Monetary (`monetary`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:133 +msgid "The :guilabel:`Monetary` field is used for all monetary values." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:136 +msgid "" +"When you first add a :guilabel:`Monetary` field, you are prompted to add a " +":guilabel:`Currency` field if none exists already on the model. Odoo offers " +"to add the :guilabel:`Currency` field for you. Once it is added, add the " +":guilabel:`Monetary` field again." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:149 +msgid "Html (`html`)" msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:16 +#: ../../content/applications/productivity/studio/fields.rst:151 msgid "" -"Let's understand how to properly define *when* an automated action runs and " -"*how* to create one:" +"The :guilabel:`Html` field is used to add text that can be edited using the " +"Odoo HTML editor." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:18 +#: ../../content/applications/productivity/studio/fields.rst:153 msgid "" -"The first step is to choose the :doc:`Model ` on " -"which the action is applied." +":guilabel:`Multiline Text`: disables the Odoo HTML editor to allow editing " +"raw HTML." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:19 +#: ../../content/applications/productivity/studio/fields.rst:164 +msgid "Date (`date`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:166 +msgid "The :guilabel:`Date` field is used to select a date on a calendar." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:168 msgid "" -"The **Trigger** field defines the event that causes the automated action to " -"happen:" +":guilabel:`Remaining Days`: the remaining number of days before the selected" +" date is displayed (e.g., *In 5 days*), based on the current date." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:180 +msgid "Date & Time (`datetime`)" msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:21 +#: ../../content/applications/productivity/studio/fields.rst:182 msgid "" -"*On Creation*: when a new record is created. Note that the record is created" -" once saved for the first time." +"The :guilabel:`Date & Time` field is used to select a date on a calendar and" +" a time on a clock. The user's current time is automatically used if no time" +" is set." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:23 +#: ../../content/applications/productivity/studio/fields.rst:185 msgid "" -"*On Update*: when the record is updated. Note that the update happens once " -"the record is saved." +":guilabel:`Date`: used to record the time without displaying it on the UI." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:24 +#: ../../content/applications/productivity/studio/fields.rst:186 msgid "" -"*On Creation & Update*: on the creation and/or on the update of a record " -"once the form is saved." +":guilabel:`Remaining days`: displays the remaining number of days before the" +" selected date (e.g., *In 5 days*), based on the current date and time." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:25 -msgid "*On Deletion*: on the removal of a record under the condition set." +#: ../../content/applications/productivity/studio/fields.rst:198 +msgid "Checkbox (`boolean`)" msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:26 +#: ../../content/applications/productivity/studio/fields.rst:200 msgid "" -"*Based on Form Modification*: when the value of the specified *Trigger* " -"field is changed in the interface (user sees the changes before saving the " -"record). Note that this action can only be used with the *Execute Python " -"Code* action type." +"The :guilabel:`Checkbox` field is used when a value should only be true or " +"false, indicated by checking or unchecking a checkbox." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:29 +#: ../../content/applications/productivity/studio/fields.rst:203 msgid "" -"*Based on Timed Condition*: a delay happens after a specific date/time. Set " -"a *Delay after trigger date* if you need a delay to happen before the " -"*Trigger Date*. Example: to send a reminder 15min before a meeting. If the " -"date/time is not set on the form of the model chosen, the date/time " -"considered is the one of the creation/update of the record." +":guilabel:`Button`: displays a radio button. The widget works without " +"switching to the edit mode." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:34 -msgid "For every Trigger option, **conditions** can be applied, such as:" +#: ../../content/applications/productivity/studio/fields.rst:204 +msgid "" +":guilabel:`Toggle`: displays a toggle button. The widget works without " +"switching to the edit mode." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:215 +msgid "Selection (`selection`)" msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:36 +#: ../../content/applications/productivity/studio/fields.rst:217 msgid "" -"*Before Update Domain*: if designated, this condition must be satisfied " -"before the record is updated." +"The :guilabel:`Selection` field is used when users should select a single " +"value from a group of predefined values." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:38 +#: ../../content/applications/productivity/studio/fields.rst:222 msgid "" -"*Apply on*: if designated, this condition must be satisfied before executing" -" the action rule (*Action To Do*), and after the update." +":guilabel:`Badges`: displays all selectable values simultaneously inside " +"rectangular shapes, organized horizontally." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:41 +#: ../../content/applications/productivity/studio/fields.rst:224 msgid "" -"The **Active** option is to be turned off when the rule should be hidden and" -" not executed." +":guilabel:`Priority`: displays star symbols instead of values, which can be " +"used to indicate an importance or satisfaction level, for example. This has " +"the same effect as selecting the :ref:`Priority field `, although, for the latter, four priority values are " +"already predefined." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:43 +#: ../../content/applications/productivity/studio/fields.rst:228 +#: ../../content/applications/productivity/studio/fields.rst:352 msgid "" -"Under **Action To Do** choose the type of server action that must be " -"executed once records meet the *Trigger* conditions:" +":guilabel:`Radio`: displays all selectable values at the same time as radio " +"buttons." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:45 +#: ../../content/applications/productivity/studio/fields.rst:231 msgid "" -"*Execute Python Code*: a block of code is executed. A *Help* tab with the " -"variables that can be used is available." +"By default, radio buttons are organized vertically. Tick :guilabel:`display " +"horizontally` to switch the way they are displayed." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:47 -msgid "*Create New Record*: a new record with new values is created." +#: ../../content/applications/productivity/studio/fields.rst:243 +msgid "Priority (`selection`)" msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:48 -msgid "*Update a Record*: updates the record that triggered the action." +#: ../../content/applications/productivity/studio/fields.rst:245 +msgid "" +"The :guilabel:`Priority` field is used to display a three-star rating " +"system, which can be used to indicate importance or satisfaction level. This" +" field type is a :ref:`Selection field ` with the :guilabel:`Priority` widget selected by default " +"and four priority values predefined. Consequently, the :guilabel:`Badge`, " +":guilabel:`Badges`, :guilabel:`Radio`, and :guilabel:`Selection` widgets " +"have the same effects as described under :ref:`Selection " +"`." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:49 +#: ../../content/applications/productivity/studio/fields.rst:253 msgid "" -"*Execute several actions*: defines an action that triggers other server " -"actions." +"To change the number of available stars by adding or removing values, click " +":guilabel:`Edit Values`. Note that the first value is equal to 0 stars " +"(i.e., when no selection is made), so having four values results in a three-" +"star rating system, for example." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:50 +#: ../../content/applications/productivity/studio/fields.rst:266 +msgid "File (`binary`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:268 +msgid "" +"The :guilabel:`File` field is used to upload any type of file, or sign a " +"form (:guilabel:`Sign` widget)." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:271 msgid "" -"*Send Email*: an automatic :doc:`email " -"` is sent." +":guilabel:`Image`: users can upload an image file, which is then displayed " +"in :ref:`Form view `. This has the same effect as" +" using the :ref:`Image field `." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:51 -msgid "*Add Followers*: followers are notified of changes in the task." +#: ../../content/applications/productivity/studio/fields.rst:274 +msgid "" +":guilabel:`PDF Viewer`: users can upload a PDF file, which can be then " +"browsed from the :ref:`Form view `." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:276 +msgid "" +":guilabel:`Sign`: users can electronically sign the form. This has the same " +"effect as selecting the :ref:`Sign field `." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:288 +msgid "Image (`binary`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:290 +msgid "" +"The :guilabel:`Image` field is used to upload an image and display it in " +":ref:`Form view `. This field type is a " +":ref:`File field ` with the " +":guilabel:`Image` widget selected by default. Consequently, the " +":guilabel:`File`, :guilabel:`PDF Viewer`, and :guilabel:`Sign` widgets have " +"the same effects as described under :ref:`File `." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:297 +msgid "" +"To change the display size of uploaded images, select :guilabel:`Small`, " +":guilabel:`Medium`, or :guilabel:`Large` under the :guilabel:`Size` option." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:303 +msgid "Sign (`binary`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:305 +msgid "" +"The :guilabel:`Sign` field is used to sign the form electronically. This " +"field type is a :ref:`File field ` with " +"the :guilabel:`Sign` widget selected by default. Consequently, the " +":guilabel:`File`, :guilabel:`Image`, and :guilabel:`PDF Viewer` widgets have" +" the same effects as described under :ref:`File `." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:52 +#: ../../content/applications/productivity/studio/fields.rst:311 msgid "" -"*Create Next Activity*: creates an activity such as: *Call*, *Email*, " -"*Reminder*." +"To give users the :guilabel:`Auto` option when having to draw their " +"signature, select one of the available :guilabel:`Auto-complete with` fields" +" (:ref:`Text `, :ref:`Many2One " +"`, and :ref:`Related Field " +"` on the model only). The " +"signature is automatically generated using the data from the selected field." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:53 +#: ../../content/applications/productivity/studio/fields.rst:320 +msgid "Relational fields" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:322 msgid "" -"*Send SMS Text Message*: sends an :doc:`SMS " -"`." +"Relational fields are used to link and display the data from records on " +"another model." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:56 -msgid "Example" +#: ../../content/applications/productivity/studio/fields.rst:330 +msgid "Many2One (`many2one`)" msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:58 +#: ../../content/applications/productivity/studio/fields.rst:332 msgid "" -"This is the process of which the update of the *Email* field on the " -"Lead/Opportunity *Model*, with a *Trigger Condition* set to *On Update*, " -"goes through:" +"The :guilabel:`Many2One` field is used to link another record (from another " +"model) to the record being edited. The record's name from the other model is" +" then displayed on the record being edited." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:65 -msgid "The user creates the record without an email address set." +#: ../../content/applications/productivity/studio/fields.rst:336 +msgid "" +"On the *Sales Order* model, the :guilabel:`Customer` field is a " +":guilabel:`Many2One` field pointing at the *Contact* model. This allows " +"**many** sales orders to be linked to **one** contact (customer)." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:66 -msgid "The user updates the record defining an email address." +#: ../../content/applications/productivity/studio/fields.rst:345 +msgid "" +"To prevent users from creating a new record in the linked model, tick " +":guilabel:`Disable creation`." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:67 +#: ../../content/applications/productivity/studio/fields.rst:347 msgid "" -"Once the change is saved, the automation checks if any of the *Watched " -"Fields* are being updated (for the example: field name *email_from* (Email)." +"To prevent users from opening records in a pop-up window, tick " +":guilabel:`Disable opening`." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:69 +#: ../../content/applications/productivity/studio/fields.rst:348 msgid "" -"If true, it checks if the record matches the *Before Update Domain* (for the" -" example: *email is not set*)." +"To help users only select the right record, click on :guilabel:`Domain` to " +"create a filter." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:71 +#: ../../content/applications/productivity/studio/fields.rst:350 msgid "" -"If true, it checks (*after the update*) whether the record matches the " -"*Apply on* domain (for the example: *email is set*)." +":guilabel:`Badge`: displays the value inside a rounded shape, similar to a " +"tag. The value cannot be edited on the UI." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:73 -msgid "If true, the chosen *Action To Do* is performed on the record." +#: ../../content/applications/productivity/studio/fields.rst:357 +msgid "One2Many (`one2many`)" msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:76 -msgid ":doc:`understanding_general`" +#: ../../content/applications/productivity/studio/fields.rst:359 +msgid "" +"The :guilabel:`One2Many` field is used to display the existing relations " +"between a record on the current model and multiple records from another " +"model." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:77 -msgid ":doc:`../use_cases/automated_actions`" +#: ../../content/applications/productivity/studio/fields.rst:363 +msgid "" +"You could add a :guilabel:`One2Many` field on the *Contact* model to look at" +" **one** customer's **many** sales orders." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:3 -msgid "Understanding General Concepts" +#: ../../content/applications/productivity/studio/fields.rst:371 +msgid "" +"To use a :guilabel:`One2Many` field, the two models must have been linked " +"already using a :ref:`Many2One field `. One2Many relations do not exist independently: a reverse-" +"search of existing Many2One relations is performed." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:378 +msgid "Lines (`one2many`)" msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:7 +#: ../../content/applications/productivity/studio/fields.rst:380 msgid "" -"Odoo Studio is a toolbox that allows you to add models or adapt " -"functionalities on top of Odoo’s standard behavior without coding knowledge." -" You can also create custom views and modify existing ones without having to" -" get into the XML code." +"The :guilabel:`Lines` field is used to create a table with rows and columns " +"(e.g., the lines of products on a sales order)." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:11 +#: ../../content/applications/productivity/studio/fields.rst:384 msgid "" -"Even for experienced developers, typing out code requires time. By using " -"Odoo Studio, you can quickly get your models up and going and focus on the " -"crucial parts of your application. The result is a user-friendly solution " -"that makes customizations and designing new applications easy with or " -"without programming skills." +"To modify the columns, click on the :guilabel:`Lines` field and then " +":guilabel:`Edit List View`. To edit the form that pops up when a user clicks" +" on :guilabel:`Add a line`, click on :guilabel:`Edit Form View` instead." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:15 -msgid "Getting started" +#: ../../content/applications/productivity/studio/fields.rst:397 +msgid "Many2Many (`many2many`)" msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:17 +#: ../../content/applications/productivity/studio/fields.rst:399 msgid "" -"One you start using Odoo Studio, you automatically create a new *module* " -"that contains all your modifications. These modifications can be done on " -"existing screens (*views*), by adding new *fields* in existing applications," -" or by creating an entirely new *model*." +"The :guilabel:`Many2Many` field is used to link multiple records from " +"another model to multiple records on the current model. Many2Many fields can" +" use :guilabel:`Disable creation`, :guilabel:`Disable opening`, " +":guilabel:`Domain`, just like :ref:`Many2One fields " +"`." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:22 -msgid "What is a Module?" +#: ../../content/applications/productivity/studio/fields.rst:405 +msgid "" +"On the *Task* model, the :guilabel:`Assignees` field is a " +":guilabel:`Many2Many` field pointing at the *Contact* model. This allows a " +"single user to be assigned to **many** tasks and **many** users to be " +"assigned to a single task." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:25 +#: ../../content/applications/productivity/studio/fields.rst:413 msgid "" -"An Odoo **Module** can contain a number of elements, such as: business " -"objects (models), object views, data files, web controllers, and static web " -"data. An application is a collection of modules." +":guilabel:`Checkboxes`: users can select several values using checkboxes." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:29 +#: ../../content/applications/productivity/studio/fields.rst:414 msgid "" -"In object-oriented programming, models usually represent a concept from the " -"real world. Example: Odoo has models for Sales Orders, Users, Countries, " -"etc. If you were to build an application to manage Real Estate sales, a " -"model that represents the Properties for sale would probably be your first " -"step." +":guilabel:`Tags`: users can select several values appearing in rounded " +"shapes, also known as *tags*. This has the same effect as selecting the " +":ref:`Tags field `." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:421 +msgid "Tags (`many2many`)" msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:38 -msgid "What is a Model (also called Object)?" +#: ../../content/applications/productivity/studio/fields.rst:423 +msgid "" +"The :guilabel:`Tags` field is used to display several values from another " +"model appearing in rounded shapes, also known as *tags*. This field type is " +"a :ref:`Many2Many field ` with " +"the :guilabel:`Tags` widget selected by default. Consequently, the " +":guilabel:`Checkboxes` and :guilabel:`Many2Many` widgets have the same " +"effects as described under :ref:`Many2Many `." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:40 +#: ../../content/applications/productivity/studio/fields.rst:430 msgid "" -"A **Model** determines the logical structure of a database and fundamentally" -" determines in which manner data can be stored, organized, and manipulated. " -"In other words, a model is a table of information that can be bridged with " -"other tables." +"To display tags with different background colors, tick :guilabel:`Use " +"colors`." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:45 -msgid "What are Fields?" +#: ../../content/applications/productivity/studio/fields.rst:441 +msgid "Related Field (`related`)" msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:47 +#: ../../content/applications/productivity/studio/fields.rst:443 msgid "" -"**Fields** compose models. It is where a record (a piece of data) is " -"registered." +"A :guilabel:`Related Field` is not a relational field per se; no " +"relationship is created between models. It uses an existing relationship to " +"fetch and display information from another record." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:49 +#: ../../content/applications/productivity/studio/fields.rst:447 msgid "" -"Example: on the Real Estate application, fields on the Properties model " -"would include the price, address, a picture, a link to the current owner, " -"etc." +"To display the email address of a customer on the *Sales Order* model, use " +"the :guilabel:`Related Field` `partner_id.email` by selecting " +":guilabel:`Customer` and then :guilabel:`Email`." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:50 +#: ../../content/applications/productivity/studio/fields.rst:453 +msgid "Properties" +msgstr "คุณสมบัติ" + +#: ../../content/applications/productivity/studio/fields.rst:455 msgid "" -"There are 2 main types of fields in Odoo: *basic (or scalar) fields* and " -"*relational fields*." +":guilabel:`Invisible`: When it is not necessary for users to view a field on" +" the UI, tick :guilabel:`Invisible`. It helps clear the UI by only showing " +"the essential fields depending on a specific situation." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:53 +#: ../../content/applications/productivity/studio/fields.rst:460 msgid "" -"Basic fields represent simple values, like numbers or text. Relational " -"fields represent relations between models. So, if you have a model for " -"*Customers* and another one for *Properties*, you would use a relational " -"field to link each Property to its Customer." +"On the *Form* view of the *Contact* model, the :guilabel:`Title` field only " +"appears when :guilabel:`Individual` is selected, as that field would not be " +"helpful for a :guilabel:`Company` contact." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:56 -msgid "Relational Fields in detail" +#: ../../content/applications/productivity/studio/fields.rst:465 +msgid "" +"The :guilabel:`Invisible` attribute also applies to Studio. To view hidden " +"fields inside Studio, click on a view's :guilabel:`View` tab and tick " +":guilabel:`Show Invisible Elements`." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:59 +#: ../../content/applications/productivity/studio/fields.rst:469 msgid "" -"**Relational Fields** provide the option to link the data of one model with " -"the data of another model." +":guilabel:`Required`: If a field should always be completed by the user " +"before being able to proceed, tick :guilabel:`Required`." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:60 +#: ../../content/applications/productivity/studio/fields.rst:471 msgid "" -"In Odoo, relational field types are: *One2many*, *Many2one*, *Many2many*." +":guilabel:`Read only`: If users should not be able to modify a field, tick " +":guilabel:`Read only`." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:66 +#: ../../content/applications/productivity/studio/fields.rst:474 msgid "" -"An **One2many** field is a *one-way* direction of selecting *multiple* " -"records from a table." +"You can choose to apply these three properties only for specific records by " +"clicking on :guilabel:`Conditional` and creating a filter." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:68 +#: ../../content/applications/productivity/studio/fields.rst:477 msgid "" -"Example: a Sales Order can contain multiple Sales Order Lines, which also " -"contain multiple fields of information." +":guilabel:`Label`: The :guilabel:`Label` is the field's name on the UI." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:69 +#: ../../content/applications/productivity/studio/fields.rst:480 msgid "" -"A **Many2one** field is a *one-way* direction of selecting *one* record from" -" a table." +"This is not the same name as used in the PostgreSQL database. To view and " +"change the latter, activate the :ref:`Developer mode `, and " +"edit the :guilabel:`Technical Name`." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:70 +#: ../../content/applications/productivity/studio/fields.rst:483 msgid "" -"Example: you can have many product categories, but each product can only " -"belong to one category." +":guilabel:`Help Tooltip`: To explain the purpose of a field, write a " +"description under :guilabel:`Help Tooltip`. It is displayed inside a tooltip" +" box when hovering with your mouse over the field's label." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:71 +#: ../../content/applications/productivity/studio/fields.rst:486 msgid "" -"A **Many2many** field is a *two-way* direction of selecting records from a " -"table." +":guilabel:`Placeholder`: To provide an example of how a field should be " +"completed, write it under :guilabel:`Placeholder`. It is displayed in light " +"gray in lieu of the field's value." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:72 -msgid "Example: multiple tags can be added to a lead’s form." +#: ../../content/applications/productivity/studio/fields.rst:488 +msgid "" +":guilabel:`Widget`: To change the default appearance or functionality of a " +"field, select one of the available widgets." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:75 -msgid "An *One2many* field must have a *Many2one* related to it." +#: ../../content/applications/productivity/studio/fields.rst:490 +msgid "" +":guilabel:`Default value`: To add a default value to a field when a record " +"is created, use :guilabel:`Default value`." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:78 -msgid "What are Views?" +#: ../../content/applications/productivity/studio/fields.rst:492 +msgid "" +":guilabel:`Limit visibility to groups`: To limit which users can see the " +"field, select a user access group." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:3 +msgid "Models, modules, and apps" msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:80 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:5 msgid "" -"**Views** define how records are displayed. They are specified in XML which " -"means that they can be edited independently from the models that they " -"represent. There are various types of views in Odoo, and each of them " -"represents a mode of visualization. Some examples are: *form*, *list*, " -"*kanban*." +"Models determine the logical structure of a database and how data is stored," +" organized, and manipulated. In other words, a model is a table of " +"information that can be linked with other tables. A model usually represents" +" a business concept, such as a *sales order*, *contact*, or *product*." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:85 -msgid "What is a Menu?" +#: ../../content/applications/productivity/studio/models_modules_apps.rst:9 +msgid "" +"Modules and apps contain various elements, such as models, views, data " +"files, web controllers, and static web data." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:87 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:13 msgid "" -"A **Menu** is a button that executes an action. In Odoo Studio, to create " -"menus (models) and rearrange their hierarchy, click on *Edit Menu*." +"All apps are modules. Larger, standalone modules are typically referred to " +"as apps, whereas other modules usually serve as add-ons to said apps." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:95 -msgid "`Studio Basics `_" +#: ../../content/applications/productivity/studio/models_modules_apps.rst:19 +msgid "Suggested features" msgstr "" -#: ../../content/applications/productivity/studio/how_to.rst:5 -msgid "How To" +#: ../../content/applications/productivity/studio/models_modules_apps.rst:21 +msgid "" +"When you create a new model or app with Studio, you can choose to add up to " +"14 features to speed up the creation process. These features bundle fields, " +"default settings, and views that are usually used together to provide some " +"standard functionality. Most of these features can be added later on, but " +"adding them from the start makes the model creation process much easier. " +"Furthermore, these features interact together in some cases to increase " +"their usefulness." msgstr "" -#: ../../content/applications/productivity/studio/how_to/export_import.rst:3 -msgid "Export and Import Modules" +#: ../../content/applications/productivity/studio/models_modules_apps.rst:28 +msgid "" +"Creating a model with the :ref:`studio/models-modules-apps/suggested-" +"features/picture` and :ref:`studio/models-modules-apps/suggested-" +"features/pipeline-stages` features enabled adds the image in the card layout" +" of the :ref:`Kanban view `." msgstr "" -#: ../../content/applications/productivity/studio/how_to/export_import.rst:5 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:39 +msgid "Contact details" +msgstr "รายละเอียดการติดต่อ" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:41 msgid "" -"When you do customizations in Odoo Studio, a new module is created in your " -"database, making it easy to use Studio for prototyping." +"Selecting :guilabel:`Contact details` adds to the :ref:`Form view " +"` a :ref:`Many2One field " +"` linked to the *Contact* model " +"and two of its :ref:`Related Fields `: :guilabel:`Phone` and :guilabel:`Email`. The " +":guilabel:`Contact` field is also added to the :ref:`List view " +"`, and the :ref:`Map view " +"` is activated." msgstr "" -#: ../../content/applications/productivity/studio/how_to/export_import.rst:8 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:57 +msgid "User assignment" +msgstr "การมอบหมายผู้ใช้" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:59 msgid "" -"To export these customizations, activate Studio on the main dashboard and, " -"under the menu *Customizations*, click on *Export*. The default filename is " -"*customizations.zip*." +"Selecting :guilabel:`User assignment` adds to the :ref:`Form view " +"` a :ref:`Many2One field " +"` linked to the *Contact* model, " +"with the following :guilabel:`Domain`: `Share User is not set` to only allow" +" the selection of *Internal Users*. In addition, the " +":guilabel:`many2one_avatar_user` widget is used to display the user's " +"avatar. The :guilabel:`Responsible` field is also added to the :ref:`List " +"view `." msgstr "" -#: ../../content/applications/productivity/studio/how_to/export_import.rst:16 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:75 +msgid "Date & Calendar" +msgstr "วันที่และปฏิทิน" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:77 msgid "" -"The module created contains the definition of custom models and fields, as " -"well as the UI elements of any customization in an XML format." +"Selecting :guilabel:`Date & Calendar` adds to the :ref:`Form view " +"` a :ref:`Date field ` and activates the :ref:`Calendar view " +"`." msgstr "" -#: ../../content/applications/productivity/studio/how_to/export_import.rst:18 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:84 +msgid "Date range & Gantt" +msgstr "ช่วงวันที่และแกนต์" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:86 msgid "" -"To import and install the customizations in another instance, connect to the" -" destination database, activate Studio and, under *Customizations*, click on" -" *Import*." +"Selecting :guilabel:`Date range & Gantt` adds to the :ref:`Form view " +"` two :ref:`Date fields ` next to each other: one to set a start date, the other to set " +"an end date, using the :guilabel:`daterange` widget, and activates the " +":ref:`Gantt view `." msgstr "" -#: ../../content/applications/productivity/studio/how_to/export_import.rst:25 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:94 +msgid "Pipeline stages" +msgstr "ขั้นตอนไปป์ไลน์" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:96 msgid "" -"Studio does not know which apps are customized (because the same view can be" -" modified on different apps), therefore, it *does not* add the underlying " -"modules as dependencies of the exported module. In other words, the " -"applications installed on the source database should be installed on the " -"destination database." +"Selecting :guilabel:`Pipeline stages` activates the :ref:`Kanban view " +"`, adds several fields such as " +":ref:`Priority ` and :guilabel:`Kanban" +" State`, and three stages: :guilabel:`New`, :guilabel:`In Progress`, and " +":guilabel:`Done`. The :guilabel:`Pipeline status bar` and the " +":guilabel:`Kanban State` field are added to the :ref:`Form view " +"`. The :guilabel:`Color` field is added to the " +":ref:`List view `." msgstr "" -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:3 -msgid "Customizing the Rainbow Man" +#: ../../content/applications/productivity/studio/models_modules_apps.rst:105 +msgid "The :guilabel:`Pipeline stages` feature can be added at a later stage." msgstr "" -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:5 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:110 +msgid "Tags" +msgstr "แท็ก" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:112 msgid "" -"The Rainbow Man in Odoo is an animation shown once the user completes " -"certain tasks and clicks on certain buttons. It is a way to make the " -"software fun to use, and rewarding, for employees." +"Selecting :guilabel:`Tags` adds to the :ref:`studio/views/general/form` and " +":ref:`studio/views/multiple-records/list` views a :ref:`Tags field " +"`, creating a *Tag* model with " +"preconfigured access rights in the process." msgstr "" -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:13 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:120 +msgid "Picture" +msgstr "รูปภาพ" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:122 msgid "" -"On most buttons in Odoo, such as *Send by Email*, *Confirm* or *Cancel*, " -"once they are selected in Studio, under their *Properties*, the *Rainbow " -"Man* effect can be applied." +"Selecting :guilabel:`Picture` adds to the top-right of the :ref:`Form view " +"` an :ref:`Image field `." msgstr "" -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:14 -msgid "By default, the feature is active:" +#: ../../content/applications/productivity/studio/models_modules_apps.rst:126 +msgid "The :guilabel:`Picture` feature can be added at a later stage." msgstr "" -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:16 -msgid "when opportunities are marked as won;" +#: ../../content/applications/productivity/studio/models_modules_apps.rst:131 +msgid "Lines" +msgstr "ไลน์" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:133 +msgid "" +"Selecting :guilabel:`Lines`: adds to the :ref:`Form view " +"` a :ref:`Lines field ` inside a :guilabel:`Tab` component." msgstr "" -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:17 -msgid "when users empty their inboxes;" +#: ../../content/applications/productivity/studio/models_modules_apps.rst:139 +msgid "Notes" +msgstr "โน้ต" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:141 +msgid "" +"Selecting :guilabel:`Notes` adds to the :ref:`Form view " +"` an :ref:`Html field ` using the full width of the form." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:147 +msgid "Monetary value" +msgstr "ค่าของเงิน" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:149 +msgid "" +"Selecting :guilabel:`Monetary value` adds to the " +":ref:`studio/views/general/form` and :ref:`studio/views/multiple-" +"records/list` views a :ref:`Monetary field `. The :ref:`studio/views/reporting/graph` and " +":ref:`studio/views/reporting/pivot` views are also activated." msgstr "" -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:18 -msgid "when the user finishes a tour;" +#: ../../content/applications/productivity/studio/models_modules_apps.rst:155 +msgid "A *Currency* field is added and hidden from the view." msgstr "" -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:19 -msgid "when the user finishes doing reconciliations." +#: ../../content/applications/productivity/studio/models_modules_apps.rst:160 +msgid "Company" +msgstr "บริษัทเดียว" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:162 +msgid "" +"Selecting :guilabel:`Company` adds to the :ref:`studio/views/general/form` " +"and :ref:`studio/views/multiple-records/list` views a :ref:`Many2One field " +"` linked to the *Company* model." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:3 -msgid "Customizing Reports" +#: ../../content/applications/productivity/studio/models_modules_apps.rst:167 +msgid "This is only useful if you work in a multi-company environment." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:9 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:172 +msgid "Custom Sorting" +msgstr "การเรียงลำดับแบบกำหนดเอง" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:174 msgid "" -"Odoo uses HTML and CSS technologies to create reports. HTML is a markup " -"language that uses tags, also called elements. It is the core of any webpage" -" because it provides its basic structure. CSS interacts with HTML elements " -"to add style to the page, establishing how the HTML is shown to the user. " -"Odoo’s reports also use Bootstrap’s grid layout, which is the containers, " -"rows, and columns to align content, and support Odoo's website themes." +"Selecting :guilabel:`Custom Sorting` adds to the :ref:`List view " +"` a drag handle icon to manually reorder" +" records." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:11 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:186 +msgid "Chatter" +msgstr "แชท" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:188 msgid "" -"When creating a new report, choose the purpose of it and if you would like " -"the report to include header and footer (company logo, name, address, phone," -" email address, etc.)." +"Selecting :guilabel:`Chatter` adds to the :ref:`Form view " +"` Chatter functionalities (sending messages, " +"logging notes, and scheduling activities)." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:192 +msgid "The :guilabel:`Chatter` feature can be added at a later stage." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:17 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:203 +msgid "Archiving" +msgstr "กำลังเก็บถาวร" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:205 msgid "" -"Under the tab **Add**, you find the fields to be dragged and dropped to the " -"view. *Fields*, *Data tables*, *Subtotal & Total*, and *Address Book* are " -"dynamic elements (meaning that they need a :doc:`one2many or a many2many " -"<../concepts/understanding_general>` related object). *Text*, *Title Block*," -" *Image*, and *Text in Cell* are static elements." +"Selecting :guilabel:`Archiving` adds to the :ref:`studio/views/general/form`" +" and :ref:`studio/views/multiple-records/list` views the :guilabel:`Archive`" +" action and hides archived records from searches and views by default." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:212 +msgid "Export and import customizations" msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:26 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:214 msgid "" -"Once the element is added to the view, select it to see its **Options**. The" -" first section shows the hierarchy of the selected object and its " -"properties, allowing you to individually edit them. Fields with related " -"objects have their directives shown on *Field Expression*." +"When you do any customization with Studio, a new module named " +":guilabel:`Studio customizations` is added to your database." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:34 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:217 msgid "" -"Under **Visible if**, define the rule(s) to set visibility conditions to " -"fields." +"To export these customizations, go to :menuselection:`Main dashboard --> " +"Studio --> Customizations --> Export` to download a ZIP file containing all " +"customizations." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:36 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:220 msgid "" -"Example: if choosing to display a product image, you could set a visibility " -"rule to only display the ones that are *set* in the product form, avoiding " -"having a plain icon when they are not set." +"To import and install these customizations in another database, connect to " +"the destination database and go to :menuselection:`Main dashboard --> Studio" +" --> Customizations --> Import`, then upload the exported ZIP file before " +"clicking on the :guilabel:`Import` button." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:40 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:225 msgid "" -"**Visible for** is used to set which :doc:`groups " -"` can have access to specific elements in the " -"report. **Limit visibility to groups**, under *Report*, sets the visibility " -"of the report to specifics groups, meaning that users belonging to other " -"groups do not see the same final document." +"Before importing, make sure the destination database contains the same apps " +"and modules as the source database. Studio does not add the underlying " +"modules as dependencies of the exported module." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:46 +#: ../../content/applications/productivity/studio/views.rst:3 +msgid "Views" +msgstr "ยอดเข้าชม" + +#: ../../content/applications/productivity/studio/views.rst:5 msgid "" -"Under the **Report** tab, name your report, choose the paper format, and if " -"the report should be added to the *Print* menu list on its respective " -"document form." +"Views are the interface that allows displaying the data contained in a " +"model. One model can have several views, which are simply different ways to " +"show the same data. In Studio, views are organized into four categories: " +":ref:`general `, :ref:`multiple records " +"`, :ref:`timeline `, " +"and :ref:`reporting `." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:53 +#: ../../content/applications/productivity/studio/views.rst:12 msgid "" -"If activating the :ref:`developer mode `, additional fields " -"such as *Class* under *Options*, and *Reload from attachment* under " -"*Report*, become visible." +"To change the default view of a model, go to :menuselection:`Studio --> " +"Views --> Dropdown menu (⋮) --> Set as Default`." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:56 +#: ../../content/applications/productivity/studio/views.rst:16 msgid "" -"*Class*: add custom CSS classes to the selected element (e.g. Bootstrap " -"classes such as *text-danger*)." +"You can modify views by using the built-in XML editor. To do so, activate " +":ref:`Developer mode `, go to the view you want to edit, " +"select the :guilabel:`View` tab and then click on :guilabel:` XML`." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:59 +#: ../../content/applications/productivity/studio/views.rst:21 msgid "" -"*Reload from attachment*: saves the report as an attachment of the document " -"when printed. When the report is reprinted, it re-downloads that attachment " -"instead of re-printing it. This means that if the underlying record (e.g. " -"Invoice) changes when compared to the first impression, the report does not " -"reflect the changes because they were done after the attachment was created." -" This is typically useful for reports linked to documents that should not " -"change, such as Invoices." +"If you are editing a view using the XML editor, avoid making changes " +"directly to standard views and inherited views, as those would be reset and " +"would not be kept in case of an update or module upgrade. Always make sure " +"you select the right Studio inherited views. Indeed, when you modify a view " +"in Studio by drag-and-dropping a new field, a specific Studio inherited view" +" and its XPath, the latter which defines which part of the view is modified," +" are automatically generated." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:67 +#: ../../content/applications/productivity/studio/views.rst:31 +msgid "General views" +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:34 +#: ../../content/applications/productivity/studio/views.rst:97 +#: ../../content/applications/productivity/studio/views.rst:195 +#: ../../content/applications/productivity/studio/views.rst:311 msgid "" -"Actions in Odoo Studio can be undone until you *Close* the toolbox. Once you" -" have closed Studio, changes can not be undone anymore." +"The settings described below are found under the view's :guilabel:`View` tab" +" unless specified otherwise." msgstr "" -#: ../../content/applications/productivity/studio/use_cases.rst:5 -msgid "Use Cases" +#: ../../content/applications/productivity/studio/views.rst:40 +msgid "Form" +msgstr "ฟอร์ม" + +#: ../../content/applications/productivity/studio/views.rst:42 +msgid "" +"The :guilabel:`Form` view is used when creating and editing records, such as" +" contacts, sales orders, products, etc." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:3 -msgid "Advanced Use Cases: Automated Actions" +#: ../../content/applications/productivity/studio/views.rst:45 +msgid "" +"To structure a form, drag-and-drop the :guilabel:`Tabs and Columns` element " +"found under the :guilabel:`+ Add` tab." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:5 +#: ../../content/applications/productivity/studio/views.rst:47 +#: ../../content/applications/productivity/studio/views.rst:132 msgid "" -"**Case scenario 1: when a Belgian lead is created, a 3-stars priority should" -" be automatically applied.**" +"To prevent users from creating, editing, or deleting records, untick " +":guilabel:`Can Create`, :guilabel:`Can Edit`, or :guilabel:`Can Delete`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:8 -msgid "Under *Automations*, click on *Create* and set the following rules:" +#: ../../content/applications/productivity/studio/views.rst:59 +msgid "Activity" +msgstr "กิจกรรม" + +#: ../../content/applications/productivity/studio/views.rst:61 +msgid "" +"The :guilabel:`Activity` view is used to schedule and have an overview of " +"activities (emails, calls, etc.) linked to records." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:10 -msgid "*Model*: Lead/Opportunity" +#: ../../content/applications/productivity/studio/views.rst:65 +msgid "This view can only be modified within Studio by editing the XML code." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:11 -msgid "*Active*: On" +#: ../../content/applications/productivity/studio/views.rst:76 +msgid "Search" +msgstr "ค้นหา" + +#: ../../content/applications/productivity/studio/views.rst:78 +msgid "" +"The :guilabel:`Search` view is added on top of other views to filter, group," +" and search records." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:12 -msgid "*Trigger*: On Creation & Update" +#: ../../content/applications/productivity/studio/views.rst:80 +msgid "" +"To add custom :guilabel:`Filters` and structure them using " +":guilabel:`Separators`, go to the :guilabel:`+ Add` tab and drag and drop " +"them under :guilabel:`Filters`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:13 -msgid "*Apply on*: Country > Country Name = Belgium" +#: ../../content/applications/productivity/studio/views.rst:82 +msgid "" +"To add an existing field under the search dropdown menu, go to the " +":guilabel:`+ Add` tab and drag-and-drop it under :guilabel:`Autocompletion " +"Fields`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:14 -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:53 -msgid "*Action To Do*: Update the Record" +#: ../../content/applications/productivity/studio/views.rst:94 +msgid "Multiple records views" msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:15 -msgid "*Data to Write*: Lead/Opportunity > Value > 3" +#: ../../content/applications/productivity/studio/views.rst:103 +msgid "Kanban" +msgstr "คัมบัง" + +#: ../../content/applications/productivity/studio/views.rst:105 +msgid "" +"The :guilabel:`Kanban` view is often used to support business flows by " +"moving records across stages or as an alternative way to display records " +"inside *cards*." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:22 +#: ../../content/applications/productivity/studio/views.rst:109 msgid "" -"Check :doc:`this doc ` in order to have another " -"automated action example." +"If the :guilabel:`Kanban` view exists, it is used by default to display data" +" on mobile devices instead of the :ref:`List view `." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:25 -msgid ":doc:`../concepts/understanding_automated_actions`" +#: ../../content/applications/productivity/studio/views.rst:112 +msgid "" +"To prevent users from creating new records, untick :guilabel:`Can Create`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:26 -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:61 -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:138 -#: ../../content/applications/productivity/studio/use_cases/views.rst:28 -msgid ":doc:`../concepts/understanding_general`" +#: ../../content/applications/productivity/studio/views.rst:113 +msgid "" +"To create records directly within the view, in a minimalistic form, enable " +":guilabel:`Quick Create`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:3 -msgid "Advanced Use Cases: Filters and Status Bar" +#: ../../content/applications/productivity/studio/views.rst:115 +msgid "" +"To change the way records are grouped by default, select a new group under " +":guilabel:`Default Group by`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:5 +#: ../../content/applications/productivity/studio/views.rst:127 +msgid "List" +msgstr "รายการ" + +#: ../../content/applications/productivity/studio/views.rst:129 msgid "" -"**Case scenario 1: on Sales, set a filter on Belgian customers and define it" -" as the default one (the user should still be able to unset the filter).**" +"The :guilabel:`List` view is used to overview many records at once, look for" +" records, and edit simple records." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:8 +#: ../../content/applications/productivity/studio/views.rst:134 msgid "" -"On your customer’s page, use *Filters* > *Add Custom Filter* to group " -"customers by country. Now, under *Favorites*, *Save Current Search* enabling" -" *Use by default* and *Save*." +"To create and edit records directly within the view, select either " +":guilabel:`New record on top` or :guilabel:`New record at the bottom` under " +":guilabel:`Editable`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:15 +#: ../../content/applications/productivity/studio/views.rst:138 msgid "" -"On *Filter Rules* in Studio mode, select the respective filter and enable " -"*Default Filter*." +"This prevents users from opening records in :ref:`Form view " +"` from the :guilabel:`List` view." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:21 +#: ../../content/applications/productivity/studio/views.rst:141 +msgid "To edit several records at once, tick :guilabel:`Enable Mass Editing`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:142 msgid "" -"**Case scenario 2: add a status bar on the product form to manage its life " -"cycle. Set the values: ‘Prototype’, ‘In use’ and ‘Deprecated’. By default, " -"the Kanban view must be grouped by status.**" +"To change the way records are sorted by default, select a field under " +":guilabel:`Sort By`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:26 +#: ../../content/applications/productivity/studio/views.rst:145 msgid "" -"On your product form, *Add a pipeline status bar* and name its values. " -"Status bars are *selection* fields that give you the ability to follow a " -"specific flow. They are useful to show you the progress that has been made." +"To add a drag handle icon to reorder records manually, add an :ref:`Integer " +"field ` with the :guilabel:`Handle` " +"widget." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:28 +#: ../../content/applications/productivity/studio/views.rst:161 +msgid "Map" +msgstr "แผนที่" + +#: ../../content/applications/productivity/studio/views.rst:163 msgid "" -"On the *Views* menu, access *Kanban* and, under its *View* options, set the " -"*Default Group by* as *Pipeline status bar*." +"The :guilabel:`Map` view is used to display records on a map. For example, " +"it is used in the Field Service app to plan an itinerary between different " +"tasks." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:34 +#: ../../content/applications/productivity/studio/views.rst:167 msgid "" -"Now, open your product form and set the right status for that product. As " -"you move products throughout stages (also through the product’s form), " -"stages are shown in the Kanban view." +"A :ref:`Many2One field ` linked to" +" the *Contact* model is required to activate the view, as the contact " +"address is used to position records on the map." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:38 +#: ../../content/applications/productivity/studio/views.rst:170 msgid "" -"To make modifications in the pipeline status bar, for example, remember to " -"go back to *Form View*." +"To select which kind of contact should be used on the map, select it under " +":guilabel:`Contact Field`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:44 +#: ../../content/applications/productivity/studio/views.rst:172 msgid "" -"**Case scenario 2.a: when a product goes from ‘In use’ to ‘Deprecate’, set " -"its cost to 0€.**" +"To hide the name or the address of the record, tick :guilabel:`Hide name` or" +" :guilabel:`Hide Address`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:46 +#: ../../content/applications/productivity/studio/views.rst:174 msgid "" -"Create an :doc:`automated action " -"<../concepts/understanding_automated_actions>` with the selected values:" +"To add information from other fields, select them under " +":guilabel:`Additional Fields`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:49 -msgid "*Model*: Product Template" +#: ../../content/applications/productivity/studio/views.rst:175 +msgid "" +"To have a route suggested between the different records, tick " +":guilabel:`Enable Routing` and select which field should be used to sort " +"records for the routing." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:50 -msgid "*Trigger*: On Update" +#: ../../content/applications/productivity/studio/views.rst:187 +msgid "Timeline views" msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:51 -msgid "*First Domain*: Pipeline status bar = In use" +#: ../../content/applications/productivity/studio/views.rst:190 +msgid "" +"When you first activate one of the timeline views, you need to select which " +":ref:`Date ` or :ref:`Date & Time " +"` fields on your model should be used" +" to define when the records start and stop in order to display them on the " +"view. You can modify the :guilabel:`Start Date Field` and :guilabel:`Stop " +"Date Field` after activating the view." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:52 -msgid "*Second Domain*: Pipeline status bar = Deprecated" +#: ../../content/applications/productivity/studio/views.rst:201 +msgid "Calendar" +msgstr "ปฏิทิน" + +#: ../../content/applications/productivity/studio/views.rst:203 +msgid "" +"The :guilabel:`Calendar` view is used to overview and manage records inside " +"a calendar." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:54 -msgid "*Data to Write*: Cost (Product Template) > Value > 0" +#: ../../content/applications/productivity/studio/views.rst:205 +msgid "" +"To create records directly within the view instead of opening the :ref:`Form" +" view `, enable :guilabel:`Quick Create`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:3 -msgid "Advanced Use Cases: Creating Models and Adding Fields" +#: ../../content/applications/productivity/studio/views.rst:209 +msgid "" +"This only works on specific models that can be *quick-created* using only a " +"*name*. However, most models do not support quick creation and open the " +":guilabel:`Form` view to fill in the required fields." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:5 +#: ../../content/applications/productivity/studio/views.rst:213 msgid "" -"**Case scenario 1: on the leads’ form, if the chosen country is France, show" -" a field 'Pay by check?'**" +"To color records on the calendar, select a field under :guilabel:`Color`. " +"All the records sharing the same value for that field are displayed using " +"the same color." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:8 +#: ../../content/applications/productivity/studio/views.rst:217 msgid "" -"On your leads’ form, add a *Related Field* to *Country > Country Name*." +"As the number of colors is limited, the same color can end up being assigned" +" to different values." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:10 +#: ../../content/applications/productivity/studio/views.rst:220 msgid "" -"Now, add a *Checkbox* field and define its invisibility options as *Country*" -" (carefully select the one just created) *> is not = > France.*" +"To display events lasting the whole day at the top of the calendar, select a" +" :ref:`Checkbox field ` that specifies" +" if the event lasts the whole day." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:11 -msgid "You can now hide the related field created (*Country*) if you wish." +#: ../../content/applications/productivity/studio/views.rst:223 +msgid "" +"To choose the default time scale used to display events, select " +":guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, or :guilabel:`Year` " +"under :guilabel:`Default Display Mode`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:19 +#: ../../content/applications/productivity/studio/views.rst:227 msgid "" -"Another approach is to use the country’s ID. To do so, go to " -":menuselection:`Contacts --> Configuration --> Countries`, select France " -"(for example), and on the URL check its *ID*." +"You can also use :guilabel:`Delay Field` to display the duration of the " +"event in hours by selecting a :ref:`Decimal ` or :ref:`Integer ` " +"field on the model which specifies the duration of the event. However, if " +"you set an :guilabel:`End Date Field`, the :guilabel:`Delay Field` will not " +"be taken into account." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:21 +#: ../../content/applications/productivity/studio/views.rst:242 +msgid "Cohort" +msgstr "หมู่คณะ" + +#: ../../content/applications/productivity/studio/views.rst:244 msgid "" -"The related field invisibility path should now be *Country* (carefully " -"select the one just created) *> is not = > 75*." +"The :guilabel:`Cohort` view is used to examine the life cycle of records " +"over a time period. For example, it is used in the Subscriptions app to view" +" the subscriptions' retention rate." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:22 -msgid "Again, hide the related field with the country’s ID if you prefer." +#: ../../content/applications/productivity/studio/views.rst:247 +msgid "" +"To display a measure (i.e., the aggregated value of a given field) by " +"default on the view, select a :guilabel:`Measure Field`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:28 +#: ../../content/applications/productivity/studio/views.rst:249 msgid "" -"**Case scenario 2: create a model called 'Properties' and add fields called:" -" company, value, name, address, active, image.**" +"To choose which time interval is used by default to group results, select " +":guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, or :guilabel:`Year` " +"under :guilabel:`Interval`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:31 +#: ../../content/applications/productivity/studio/views.rst:251 msgid "" -"From the dashboard, (optionally) start a new module. Then, click on *Edit " -"Menu* and start a *New Menu* (model). Set your menu name and *Confirm*. Now," -" on its form, drag & drop the necessary fields." +"To change the cohort :guilabel:`Mode`, select either :guilabel:`Retention` " +":dfn:`the percentage of records staying over a period of time, it starts at " +"100% and decreases with time` or :guilabel:`Churn` :dfn:`the percentage of " +"records moving out over a period of time - it starts at 0% and increases " +"with time`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:39 +#: ../../content/applications/productivity/studio/views.rst:255 msgid "" -"**Case scenario 2.a: now, you would like to have a model called 'Regions' to" -" which each property must be linked. And, on 'Regions', you would like to " -"see the properties for each region.**" +"To change the way the :guilabel:`Timeline` (i.e., the columns) progresses, " +"select either :guilabel:`Forward` (from 0 to +15) or :guilabel:`Backward` " +"(from -15 to 0). For most purposes, the :guilabel:`Forward` timeline is " +"used." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:43 +#: ../../content/applications/productivity/studio/views.rst:268 +msgid "Gantt" +msgstr "แกนต์" + +#: ../../content/applications/productivity/studio/views.rst:270 msgid "" -"Go to *Edit Menu > New Menu* and create your menu, calling it *Regions*. Add" -" the necessary fields on its form by dragging & dropping them." +"The :guilabel:`Gantt` view is used to forecast and examine the overall " +"progress of records. Records are represented by a bar under a time scale." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:45 +#: ../../content/applications/productivity/studio/views.rst:273 msgid "" -"Now, in the form view of *Properties*, add a *Many2one* field with a " -"relation to your model *Region*." +"To prevent users from creating or editing records, untick :guilabel:`Can " +"Create` or :guilabel:`Can Edit`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:48 +#: ../../content/applications/productivity/studio/views.rst:275 msgid "" -"The *Existing Fields* are the ones that are on the current model but not yet" -" in the view." +"To fill cells in gray whenever a record should not be created there (e.g., " +"on weekends for employees), tick :guilabel:`Display Unavailability`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:60 +#: ../../content/applications/productivity/studio/views.rst:279 msgid "" -"Now, go to the model *Regions*, select the form view, and add a status " -"button selecting *Regions (Properties)* as your relational field." +"The underlying model must support this feature, and support for it cannot be" +" added using Studio. It is supported for the Project, Time Off, Planning, " +"and Manufacturing apps." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:62 +#: ../../content/applications/productivity/studio/views.rst:282 +msgid "To show a total row at the bottom, tick :guilabel:`Display Total row`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:283 msgid "" -"*Status buttons* are computed fields, meaning that they count the numbers of" -" records on the related model, and allow you to access them." +"To collapse multiple records in a single row, tick :guilabel:`Collapse First" +" Level`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:69 +#: ../../content/applications/productivity/studio/views.rst:284 msgid "" -"When searching for relations, click on *Search more* and filter it by " -"*Custom*. This way you avoid creating duplicates." +"To choose which way records are grouped by default on rows (e.g., per " +"employee or project), select a field under :guilabel:`Default Group by`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:76 +#: ../../content/applications/productivity/studio/views.rst:286 msgid "" -"**Case scenario 2.b: in the model 'Properties', show all the tags as " -"checkboxes instead of tags.**" +"To define a default time scale to view records, select :guilabel:`Day`, " +":guilabel:`Week`, :guilabel:`Month`, or :guilabel:`Year` under " +":guilabel:`Default Scale`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:78 +#: ../../content/applications/productivity/studio/views.rst:288 msgid "" -"Once the field *Tags* is added to the form, select it and, under its " -"*Properties > Widgets*, choose *Checkboxes*." +"To color records on the view, select a field under :guilabel:`Color`. All " +"the records sharing the same value for that field are displayed using the " +"same color." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:85 +#: ../../content/applications/productivity/studio/views.rst:292 msgid "" -"**Case scenario 3: on the leads’ form, add a selection field with the " -"values:'Tags' & 'List' & 'Checkboxes'. According to the value of the field, " -"show tags as many2many_tags, many2many_radio, or many2many(_list).**" +"As the number of colors is limited, the same color can be assigned to " +"different values." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:89 +#: ../../content/applications/productivity/studio/views.rst:294 msgid "" -"In your form view, add a *Tags* field and relate it to *Partners Tag*. Under" -" *Properties*, define its *Widget* as *Many2many*. Do the same process " -"another 2 times for *Checkboxes* and *Tags*." +"To specify with which degree of precision each time scale should be divided " +"by, select :guilabel:`Quarter Hour`, :guilabel:`Half Hour`, or " +":guilabel:`Hour` under :guilabel:`Day Precision`, :guilabel:`Half Day` or " +":guilabel:`Day` under :guilabel:`Week Precision`, and :guilabel:`Month " +"Precision`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:96 -msgid "Now, add a *Selection* field and the necessary values." +#: ../../content/applications/productivity/studio/views.rst:308 +msgid "Reporting views" msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:99 +#: ../../content/applications/productivity/studio/views.rst:317 +msgid "Pivot" +msgstr "หมุน" + +#: ../../content/applications/productivity/studio/views.rst:319 msgid "" -"Continue by selecting your *Tags* fields, one by one, to set their " -"*Invisible* options according to their *Widget*. In the example below, the " -"invisibility rule for the *Partner Tags* is set as: *Select Tag type > is " -"not = > Tags.*" +"The :guilabel:`Pivot` view is used to explore and analyze the data contained" +" in records in an interactive manner. It is especially useful to aggregate " +"numeric data, create categories, and drill down the data by expanding and " +"collapsing different levels of data." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:105 +#: ../../content/applications/productivity/studio/views.rst:323 msgid "" -"**Case scenario 4: on a quotation’s form, add a selection field called " -"'Manager Validation' with the values: ‘Accepted’ and ‘Refused’. Only a sales" -" manager can see it, and the field should be set as mandatory if the untaxed" -" amount is higher than 500€.**" +"To access all records whose data is aggregated under a cell, tick " +":guilabel:`Access records from cell`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:109 +#: ../../content/applications/productivity/studio/views.rst:325 msgid "" -"On your quotation form, add a *Selection* field with the values *Accepted* " -"and *Refused*. Set its *Required* condition as *Untaxed Amount > 500* and " -"the *Limit visibility to groups* as *Sales / Administrator* or managers." +"To divide the data into different categories, select field(s) under " +":guilabel:`Column grouping`, :guilabel:`Row grouping - First level`, or " +":guilabel:`Row grouping - Second level`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:117 -msgid "**Case scenario 5: change the tooltip of a field for all views.**" +#: ../../content/applications/productivity/studio/views.rst:327 +msgid "" +"To add different types of data to be measured using the view, select a field" +" under :guilabel:`Measures`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:119 -msgid "Activate the :ref:`developer mode ` and open Studio." +#: ../../content/applications/productivity/studio/views.rst:329 +msgid "" +"To display a count of records that made up the aggregated data in a cell, " +"tick :guilabel:`Display count`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:122 +#: ../../content/applications/productivity/studio/views.rst:341 +msgid "Graph" +msgstr "กราฟ" + +#: ../../content/applications/productivity/studio/views.rst:343 msgid "" -"Select the necessary field and, under *Properties*, click on *More* to write" -" your tooltip message on *Field Help*. The tooltip message is the " -"explanatory message shown when the user hovers the field. The message here " -"written is displayed on all views forms where the field is added." +"The :guilabel:`Graph` view is used to showcase data from records in a bar, " +"line, or pie chart." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:129 +#: ../../content/applications/productivity/studio/views.rst:345 msgid "" -"The *Field Help* message can only be applied to *new* fields. If you would " -"like to change/apply a tooltip for a specific field, use the *Help Tooltip* " -"option under *Properties*." +"To change the default chart, select :guilabel:`Bar`, :guilabel:`Line`, or " +":guilabel:`Pie` under :guilabel:`Type`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/views.rst:3 -msgid "Advanced Use Cases: Views" +#: ../../content/applications/productivity/studio/views.rst:347 +msgid "" +"To choose a default data dimension (category), select a field under " +":guilabel:`First dimension` and, if needed, another under :guilabel:`Second " +"dimension`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/views.rst:5 +#: ../../content/applications/productivity/studio/views.rst:349 msgid "" -"**Case scenario 1: in Sales, show orders in a Kanban View instead of a List " -"View.**" +"To select a default type of data to be measured using the view, select a " +"field under :guilabel:`Measure`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/views.rst:7 +#: ../../content/applications/productivity/studio/views.rst:351 msgid "" -"From the Sales page, access Studio and, under *Views*, set the *Kanban* " -"option as the default one." +"*For Bar and Line charts only*: To sort the different data categories by " +"their value, select :guilabel:`Ascending` (from lowest to highest value) or " +":guilabel:`Descending` (from highest to lowest) under :guilabel:`Sorting`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/views.rst:14 +#: ../../content/applications/productivity/studio/views.rst:354 msgid "" -"**Case scenario 2: allow for the list of leads to be edited inline without " -"having to switch to the form view.**" +"*For Bar and Pie charts only*: To access all records whose data is " +"aggregated under a data category on the chart, tick :guilabel:`Access " +"records from graph`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/views.rst:19 +#: ../../content/applications/productivity/studio/views.rst:356 msgid "" -"On the *List View*, under *View* > *Editable*, choose between *New record on" -" top* or *New record at the bottom*. This way, besides defining the order in" -" which new records are displayed in the view, you are able to edit them." +"*For Bar charts only*: When using two data dimensions (categories), display " +"the two columns on top of each other by default by ticking " +":guilabel:`Stacked graph`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/views.rst:21 +#: ../../content/applications/productivity/studio/views.rst:368 +msgid "Dashboard" +msgstr "แดชบอร์ด" + +#: ../../content/applications/productivity/studio/views.rst:370 msgid "" -"If the field is left blank, no editing is possible and records are shown " -"based on your column preferences on the lead's page (front-end)." +"The :guilabel:`Dashboard` view is used to display multiple reporting views " +"and key performance indicators. Which elements are displayed on the view " +"depends on the configuration of the other reporting views." msgstr "" diff --git a/locale/uk/LC_MESSAGES/finance.po b/locale/uk/LC_MESSAGES/finance.po index cbe754c7d..dd81db45b 100644 --- a/locale/uk/LC_MESSAGES/finance.po +++ b/locale/uk/LC_MESSAGES/finance.po @@ -6,7 +6,7 @@ # Translators: # Zoriana Zaiats, 2021 # Bohdan Lisnenko, 2021 -# Alina Lisnenko , 2022 +# Alina Lisnenko , 2022 # Martin Trigaux, 2022 # #, fuzzy @@ -14,7 +14,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-07-22 09:36+0000\n" +"POT-Creation-Date: 2022-09-01 15:11+0000\n" "PO-Revision-Date: 2021-11-02 08:47+0000\n" "Last-Translator: Martin Trigaux, 2022\n" "Language-Team: Ukrainian (https://www.transifex.com/odoo/teams/41243/uk/)\n" @@ -246,13 +246,13 @@ msgstr "" #: ../../content/applications/finance/accounting/bank/misc/interbank.rst:14 #: ../../content/applications/finance/accounting/bank/reconciliation/reconciliation_models.rst:69 #: ../../content/applications/finance/accounting/bank/reconciliation/use_cases.rst:16 -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:22 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:16 #: ../../content/applications/finance/accounting/bank/setup/manage_cash_register.rst:9 #: ../../content/applications/finance/accounting/bank/setup/outstanding_accounts.rst:20 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:32 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:29 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:290 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:331 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:332 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:34 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/germany.rst:58 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/italy.rst:18 @@ -271,8 +271,9 @@ msgstr "" #: ../../content/applications/finance/accounting/payables/supplier_bills/invoice_digitization.rst:22 #: ../../content/applications/finance/accounting/payables/supplier_bills/manage.rst:31 #: ../../content/applications/finance/accounting/receivables/customer_invoices/cash_rounding.rst:14 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:55 #: ../../content/applications/finance/accounting/receivables/customer_invoices/epc_qr_code.rst:20 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:42 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:46 #: ../../content/applications/finance/accounting/receivables/customer_payments/batch.rst:15 #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:20 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:39 @@ -1659,228 +1660,167 @@ msgid "`Odoo Tutorials: Accounting Basics `_" msgstr "" #: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:3 -msgid "Manage a bank in a foreign currency" +msgid "Manage a bank account in a foreign currency" msgstr "" #: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:5 msgid "" "In Odoo, every transaction is recorded in the default currency of the " -"company. Reports are all based on the currency of the company. But for " -"transactions occurring in another currency, Odoo stores both the value in " -"the currency of the company and the value in the currency of the " -"transaction." +"company, and reports are all based on that default currency. When you have a" +" bank account in a foreign currency, for every transaction, Odoo stores two " +"values:" msgstr "" -"В Odoo кожна операція фіксується у валюті за замовчуванням компанії. Звіти " -"складаються з урахуванням валюти компанії. Але для операцій, що відбуваються" -" в іншій валюті, Odoo зберігає як вартість у валюті компанії, так і вартість" -" у валюті операції." -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:11 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:9 +msgid "The debit/credit in the currency of the *company*;" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:10 +msgid "The debit/credit in the currency of the *bank account*." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:12 msgid "" -"When you have a bank account in a foreign currencies, for every transaction," -" Odoo stores two values:" +"Currency rates are updated automatically using the web services of a banking" +" institution. By default, Odoo uses the European Central Bank's web services" +" but other options are available." msgstr "" -"Якщо у вас є банківський рахунок в іноземній валюті, для кожної транзакції " -"Odoo зберігає два значення:" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:14 -msgid "The debit/credit in the currency of the company" -msgstr "Дебет/кредит у валюті компанії" +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:19 +msgid "Activate multi-currencies" +msgstr "" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:16 -msgid "The debit/credit in the currency of the bank account" -msgstr "Дебет/кредит у валюті банківського рахунку" - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:18 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:21 msgid "" -"Currency rates are updated automatically using yahoo.com, or the European " -"Central bank web-services." +"To work with multiple currencies, go to :menuselection:`Accounting --> " +"Configuration --> Settings --> Currencies` and tick :guilabel:`Multi-" +"Currencies`. Under :guilabel:`Post Exchange difference entries in:`, provide" +" a :guilabel:`Journal`, a :guilabel:`Gain Account`, a :guilabel:`Loss " +"Account`, and then click on :guilabel:`Save`." msgstr "" -"Курси валют оновлюються автоматично за допомогою модуля синхронізації з " -"Нацбанком України." - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:25 -msgid "Activate the multi-currency feature" -msgstr "Активуйте мультивалютну функцію" #: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:27 -msgid "" -"In order to allow your company to work with multiple currencies, you should " -"activate the multi-currency mode. In the accounting application, go into " -":menuselection:`Configuration --> Settings --> Accounting & Finance " -"Features` make sure the **Allow Multi-currencies** box is ticked. Provide a " -"**Currency Exchange Gain / Loss** account, then click on **Apply**." -msgstr "" -"Щоб ваша компанія могла працювати з кількома валютами, потрібно активувати " -"режим мультивалют. У бухгалтерській програмі перейдіть до розділу " -":menuselection:`Налаштування --> Налаштування --> Функції бухгалтерського " -"обліку та фінансування` переконайтеся, що позначено поле **Дозволити " -"мультивалютність**. Надайте облік **Доходів/витрат курсової різниці** та " -"натисніть **Застосувати**." - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:34 msgid "Configure currencies" msgstr "Налаштуйте валюту" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:36 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:29 msgid "" -"Once the Odoo is configured to support multiple currencies, you should " -"activate the currencies you plan to work with. To do that, go to the menu " -":menuselection:`Configuration --> Currencies`. All the currencies are " -"created by default, but you should activate the ones you plan to support (to" -" activate a currency, check its \"Active\" field)." +"Once Odoo is configured to support multiple currencies, they are all created" +" by default, but not necessarily active. To activate the new currencies, " +"click on :guilabel:`Activate Other Currencies` under the :guilabel:`Multi-" +"Currencies` setting or go to :menuselection:`Accounting --> Configuration " +"--> Accounting: Currencies`." msgstr "" -"Після того, як Odoo буде налаштоване на підтримку кількох валют, вам слід " -"активувати валюти, з якими ви плануєте працювати. Щоб зробити це, перейдіть " -"в меню :menuselection:`Налаштування --> Валюти`. Усі валюти створюються за " -"замовчуванням, але вам слід активувати ті, з які ви плануєте підтримувати " -"(щоб активувати валюту, позначте це поле, як \"Активно\")." -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:42 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:34 msgid "" -"After having activated the currencies, you can configure the parameters to " -"automate the currency rate update. These options are also in the settings of" -" the Accounting application, in the bottom of the page:" +"When the currencies are activated, you can choose to **automate** the " +"currency rate update, or leave it on **manual**. To configure the rate " +"update, go back to :menuselection:`Accounting --> Configuration --> Settings" +" --> Currencies`, check :guilabel:`Automatic Currency Rates`, set " +":guilabel:`Interval` to your desired frequency, and then click on " +":guilabel:`Save`. You also have the option to choose the :guilabel:`Service`" +" you wish to obtain currency rates from." msgstr "" -"Після активації валют ви можете налаштувати параметри для автоматизації " -"оновлення курсу валюти. Ці параметри також знаходяться в налаштуваннях " -"бухгалтерської програми у нижній частині сторінки:" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:49 -msgid "Click on the **Update Now** link to update the currency rates now." -msgstr "Натисніть посилання **Оновити зараз**, щоб оновити курси валют зараз." +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:40 +msgid "" +"Click on the Update now button (:guilabel:`🗘`) besides the :guilabel:`Next " +"Run` field to update the currency rates manually." +msgstr "" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:52 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:44 msgid "Create a new bank account" msgstr "Створіть новий банківський рахунок" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:54 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:46 msgid "" -"In the accounting application, we first go to :menuselection:`Configuration " -"--> Accounting / Bank account`, and we create a new one." +"In the accounting application, go to :menuselection:`Accounting --> " +"Configuration --> Journals` and create a new one. Enter a :guilabel:`Journal" +" Name` and set the :guilabel:`Type` to `Bank`. In the :guilabel:`Journal " +"Entries` tab, enter a **short code**, a **currency**, and then finally click" +" on the :guilabel:`Bank Account` field to create a new account. In the pop-" +"up window of the account creation, enter a name, a code (ex.: 550007), set " +"its type to `Bank and Cash`, set a currency type, and save. When you are " +"back on the **journal**, click on the :guilabel:`Account Number` field, and " +"in the pop-up window, fill out the :guilabel:`Account Number`, " +":guilabel:`Bank` of your account, and save." msgstr "" -"У бухгалтерській програмі ми спочатку переходимо до " -":menuselection:`Налаштування --> Бухоблік / Банківський рахунок`, і " -"створюємо новий." -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:60 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:59 msgid "" -"Once you save this bank account, Odoo will create all the documents for you:" +"Upon creation of the journal, Odoo automatically links the bank account to " +"the journal. It can be found under :menuselection:`Accounting --> " +"Configuration --> Accounting: Chart of Accounts`." msgstr "" -"Після збереження цього банківського рахунку Odoo створить для вас всі " -"документи:" #: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:63 -msgid "An account in the trial balance" -msgstr "Обліковий запис у пробному балансі" +msgid "Vendor bill in a foreign currency" +msgstr "" #: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:65 -msgid "A journal in your dashboard" -msgstr "Журнал на інформаційній панелі" - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:67 msgid "" -"Information about the bank account in the footer of your invoices if checked" -" the box **Show in Invoices Footer**" +"To pay a bill in a foreign currency, simply select the currency next to the " +":guilabel:`Journal` field and register the payment. Odoo automatically " +"creates and posts the foreign **exchange gain or loss** as a new journal " +"entry." msgstr "" -"Інформація про банківський рахунок у нижньому куті ваших рахунків-фактур, " -"якщо позначено **Показати в нижній частині рахунка-фактури**" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:71 -msgid "Example: A vendor bill in a foreign currency" -msgstr "Приклад: рахунок постачальника в іноземній валюті" - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:73 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:74 msgid "" -"Based on the above example, let's assume we receive the following bill from " -"a supplier in China." +"Note that you can pay a foreign bill with another currency. In that case, " +"Odoo automatically converts between the two currencies." msgstr "" -"Виходячи з наведеного вище прикладу, припустимо, що ми отримуємо наступний " -"рахунок від постачальника у Китаї." -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:76 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:78 +msgid "Unrealized Currency Gains/Losses Report" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:80 msgid "" -"In the :menuselection:`Purchase --> Vendor Bills` , this is what you could " -"see:" +"This report gives an overview of all unrealized amounts in a foreign " +"currency on your balance sheet, and allows you to adjust an entry or " +"manually set an exchange rate. To access this report, go to " +":menuselection:`Reporting --> Management: Unrealized Currency Gains/Losses`." +" From here, you have access to all open entries in your **balance sheet**." msgstr "" -"У :menuselection:`Купівлі --> Рахунки постачальника` , те, що ви можете " -"бачити:" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:81 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:89 msgid "" -"Once you are ready to pay this bill, click on register payment on the bill " -"to record a payment." +"If you wish to use a different currency rate than the one set in " +":menuselection:`Accounting --> Configuration --> Settings --> Currencies`, " +"click the :guilabel:`Exchange Rates` button and change the rate of the " +"foreign currencies in the report." msgstr "" -"Коли ви готові оплатити цей рахунок, натисніть зареєструвати платіж на " -"рахунку, щоб записати платіж." -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:87 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:97 msgid "" -"That's all you have to do. Odoo will automatically post the foreign exchange" -" gain or loss at the reconciliation of the payment with the invoice, " -"depending if the currency rate increased or decreased between the invoice " -"and the payment date." +"When manually changing **exchange rates**, a yellow banner appears allowing " +"you to reset back to Odoo's rate. To do so, simply click on :guilabel:`Reset" +" to Odoo's Rate`." msgstr "" -"Це все, що вам потрібно зробити. Odoo автоматично публікує прибуток або " -"витрати в іноземній валюті при узгодженні платежу з рахунком-фактурою, " -"залежно від того, збільшився чи зменшився курс валюти між рахунком-фактурою " -"та датою платежу." -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:92 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:104 msgid "" -"Note that you can pay a foreign bill with another currency. In such a case, " -"Odoo will automatically convert between the two currencies." +"In order to update your **balance sheet** with the amount of the " +":guilabel:`adjustment` column, click on the :guilabel:`Adjustment Entry` " +"button. In the pop-up window, select a :guilabel:`Journal`, " +":guilabel:`Expense Account` and :guilabel:`Income Account` to calculate and " +"process the **unrealized gains and losses**." msgstr "" -"Зауважте, що ви можете оплатити іноземний рахунок іншою валютою. У такому " -"випадку Odoo буде автоматично конвертувати між двома валютами." - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:96 -msgid "Customers Statements" -msgstr "Звірки з клієнтами" - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:98 -msgid "" -"Customers and vendor statements are managed in the currency of the invoice. " -"So, the amount due by your customer (to your vendor) is always expressed in " -"the currency of the invoice." -msgstr "" -"Звірки з клієнтами та постачальниками керуються у валюті рахунка-фактури. " -"Таким чином, сума, яка належить вашим клієнтам (вашим постачальникам), " -"завжди виражається у валюті рахунка-фактури." - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:102 -msgid "" -"If you have several invoices with different currencies for the same " -"customer, Odoo will split the customer statement by currency, as shown in " -"the report below." -msgstr "" -"Якщо у вас є кілька рахунків-фактур із різними валютами для одного і того ж " -"клієнта, Odoo розділить виписку клієнта за валютою, як показано у звіті " -"нижче." #: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:109 msgid "" -"In the above report, the account receivable associated to Camptocamp is not " -"managed in a secondary currency, which means that it keeps every transaction" -" in its own currency. If you prefer, you can set the account receivable for " -"this customer in a secondary currency and all its debts will automatically " -"be converted to this currency." +"You can set the date of the report in the :guilabel:`Date` field. Odoo " +"automatically reverses the booking entry to the date set in " +":guilabel:`Reversal Date`." msgstr "" -"У вищезгаданому звіті дебіторська заборгованість, пов’язана з Camptocamp, не" -" керується у вторинній валюті, що означає, що вона зберігає кожну операцію у" -" власній валюті. Якщо ви віддаєте перевагу цьому, ви можете встановити " -"дебіторську заборгованість за цим клієнтом у вторинній валюті, і всі його " -"борги автоматично конвертуються у цю валюту." -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:115 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:112 msgid "" -"In such a case, the customer statement always has only one currency. In " -"general, this is not what the customer expect as he prefers to see the " -"amounts in the currency of the invoices he received;" +"Once posted, the :guilabel:`adjustment` column should indicate `0.00`, " +"meaning all **unrealized gains/losses** have been adjusted." msgstr "" -"У такому випадку у звірці з клієнтом завжди є лише одна валюта. Загалом, це " -"не те, що очікує клієнт, оскільки він вважає за краще бачити суми у валюті " -"отриманих рахунків-фактур." #: ../../content/applications/finance/accounting/bank/setup/manage_cash_register.rst:3 msgid "Manage a cash register" @@ -2948,7 +2888,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:515 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:651 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:653 #: ../../content/applications/finance/accounting/others/multicurrencies/invoices_payments.rst:64 msgid "Vendor Bills" msgstr "Рахунки постачальників" @@ -3229,8 +3169,8 @@ msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:26 msgid "" -"**l10n_cl_reports:** Adds the reports Propuesta F29 y Balance Tributario (8" -" columnas)." +"**l10n_cl_reports:** Adds the reports Propuesta F29 y Balance Tributario (8 " +"columnas)." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:32 @@ -3324,7 +3264,7 @@ msgstr "Сертифікат" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:103 msgid "" "In order to generate the electronic invoice signature, a digital certificate" -" with the extension ``.pfx`` is required, proceed to this section and load " +" with the extension ``pfx`` is required, proceed to this section and load " "your file and password." msgstr "" @@ -3332,7 +3272,7 @@ msgstr "" msgid "" "A certificate can be shared between several users. If this is the case leave" " the user field empty, so all your billing users can use the same one. On " -"the other hand, if you need to restrict the certificate for a particular " +"the other hand, if you need to restrict the certificate for a particular " "user, just define the users in the certificate." msgstr "" @@ -3340,12 +3280,12 @@ msgstr "" msgid "" "In some cases, depending on the certificate format, it is possible that the " "field Subject Serial Number is not loaded automatically. If this is the " -"case, you can manually edit this field by filling it with the Certificate’s " +"case, you can manually edit this field by filling it with the Certificate's " "legal representative RUT." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:124 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:702 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:871 msgid "Financial Reports" msgstr "Фінансові звіти" @@ -3474,7 +3414,7 @@ msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:233 msgid "" -"Each document type can have a unique sequence per company. As part of the " +"Each document type can have a unique sequence per company. As part of the " "localization, the Document Type includes the country on which the document " "is applicable and the data is created automatically when the localization " "module is installed." @@ -3576,25 +3516,25 @@ msgid "" "By default, all the sales journals created will use documents." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:308 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:307 msgid "" "For the Chilean localization, it is important to define the default Debit " "and Credit accounts as they are required for one of the debit notes use " "cases." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:312 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:313 msgid "CAF" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:314 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:315 msgid "" "A CAF (Folio Authorization Code) is required, for each document type that is" " issued to your customers, the CAF is a file the SII provides to the Emisor " "with the folio/sequence authorized for the electronic invoice documents." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:318 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:319 msgid "" "Your company can make several requests for folios and obtain several CAFs, " "each one associated with different ranges of folios. The CAFs are shared " @@ -3602,59 +3542,60 @@ msgid "" "document type and it will be applied on all journals." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:322 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:323 msgid "" -"Please refer to the SII documentation to check the detail on how to acquire " -"the CAF: `SII Timbraje `_." +"Please refer to the `SII documentation " +"`_ to check the detail on how to" +" acquire the CAF." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:326 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:327 msgid "" "The CAFs required by the SII are different from Production to Test " "(Certification mode). Make sure you have the correct CAF set depending on " "your environment." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:333 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:334 msgid "" "Once you have the CAF files you need to associate them with a document type " "in Odoo, in order to add a CAF, just follow these steps:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:336 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:337 msgid "Access to :menuselection:`Accounting --> Settings --> CAF`" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:337 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:338 msgid "Upload the file." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:338 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:339 msgid "Save the CAF." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:344 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:345 msgid "" "Once loaded, the status changes to *In Use*. At this moment, when a " "transaction is used for this document type, the invoice number takes the " "first folio in the sequence." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:348 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:349 msgid "" "In case you have used some folios in your previous system, make sure you set" " the next valid folio when the first transaction is created." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:354 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:355 msgid "Usage and Testing" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:357 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:358 msgid "Electronic Invoice Workflow" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:359 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:360 msgid "" "In the Chilean localization the electronic Invoice workflow covers the " "Emission of Customer Invoices and the reception of Vendor Bills, in the next" @@ -3662,49 +3603,52 @@ msgid "" "the customers and Vendors." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:369 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:370 msgid "Customer invoice Emission" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:371 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:372 msgid "" "After the partners and journals are created and configured, the invoices are" " created in the standard way, for Chile one of the differentiators is the " "document type which is selected automatically based on the Taxpayer." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:375 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:376 msgid "You can manually change the document type if needed." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:382 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:383 msgid "" "Documents type 33: Electronic Invoice must have at least one item with tax, " "otherwise the SII rejects the document validation." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:386 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:389 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:813 msgid "Validation and DTE Status" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:388 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:391 msgid "" "When all the invoice information is filled, either manually or automatically" -" when it’s created from a sales order, proceed to validate the invoice. " +" when it's created from a sales order, proceed to validate the invoice. " "After the invoice is posted:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:391 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:394 msgid "" "The DTE File (Electronic Tax Document) is created automatically and added in" " the chatter." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:392 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:395 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:759 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:823 msgid "The DTE SII status is set as: Pending to be sent." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:398 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:401 msgid "" "The DTE Status is updated automatically by Odoo with a scheduled action that" " runs every day at night, if you need to get the response from the SII " @@ -3712,7 +3656,7 @@ msgid "" "follows:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:407 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:410 msgid "" "In the first step the DTE is sent to the SII, you can manually send it using" " the button: Enviar Ahora, a SII Tack number is generated and assigned to " @@ -3720,38 +3664,38 @@ msgid "" "by email. The DTE status is updated to Ask for Status." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:412 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:415 msgid "" "Once the SII response is received Odoo updates the DTE Status, in case you " "want to do it manually just click on the button: Verify on SII. The result " "can either be Accepted, Accepted With Objection or Rejected." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:421 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:424 msgid "" "There are several internal status in the SII before you get Acceptance or " -"Rejection, in case you click continuously the Button Verify in SII, you " -"will receive in the chatter the detail of those intermediate statuses:" -msgstr "" - -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:429 -msgid "The final response from the SII, can take on of these values:" +"Rejection, in case you click continuously the Button Verify in SII, you will" +" receive in the chatter the detail of those intermediate statuses:" msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:432 -msgid "" -"**Accepted:** Indicates the invoice information is correct, our document is " -"now fiscally valid and it’s automatically sent to the customer." +msgid "The final response from the SII, can take on of these values:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:435 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:434 +msgid "" +"**Accepted:** Indicates the invoice information is correct, our document is " +"now fiscally valid and it's automatically sent to the customer." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:437 msgid "" "**Accepted with objections:** Indicates the invoice information is correct " "but a minor issue was identified, nevertheless our document is now fiscally " -"valid and it’s automatically sent to the customer." +"valid and it's automatically sent to the customer." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:443 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:445 msgid "" "**Rejected:** Indicates the information in the invoice is incorrect and " "needs to be corrected, the detail of the issue is received in the emails you" @@ -3759,28 +3703,28 @@ msgid "" "are also retrieved in the chatter once the email server is processed." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:448 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:450 msgid "If the invoice is Rejected please follow this steps:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:450 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:452 msgid "Change the document to draft." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:451 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:453 msgid "" "Make the required corrections based on the message received from the SII." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:452 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:454 msgid "Post the invoice again." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:460 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:462 msgid "Crossed references" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:462 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:464 msgid "" "When the Invoice is created as a result of another fiscal document, the " "information related to the originator document must be registered in the Tab" @@ -3789,128 +3733,128 @@ msgid "" "credit and debit notes, they are set automatically by Odoo:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:472 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:474 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:450 msgid "Invoice PDF Report" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:474 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:476 msgid "" "Once the invoice is accepted and validated by the SII and the PDF is " "printed, it includes the fiscal elements that indicate that the document is " "fiscally valid:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:482 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:484 msgid "" "If you are hosted in Odoo SH or On-Premise, you should manually install the " "``pdf417gen`` library. Use the following command to install it: ``pip " "install pdf417gen``." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:486 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:488 msgid "Commercial Validation" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:488 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:490 msgid "Once the invoice has been sent to the customer:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:490 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:492 msgid "DTE partner status changes to “Sent”." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:491 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:493 msgid "The customer must send a reception confirmation email." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:492 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:494 msgid "" "Subsequently, if all the commercial terms and invoice data are correct, they" " will send the Acceptance confirmation, otherwise they send a Claim." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:494 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:496 msgid "The field DTE acceptation status is updated automatically." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:502 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:504 msgid "Processed for Claimed invoices" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:504 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:506 msgid "" "Once the invoice has been Accepted by the SII **it can not be cancelled in " -"Odoo**. In case you get a Claim for your customer the correct way to " -"proceed is with a Credit Note to either cancel the Invoice or correct it. " -"Please refer to the Credit Notes section for more details." +"Odoo**. In case you get a Claim for your customer the correct way to proceed" +" is with a Credit Note to either cancel the Invoice or correct it. Please " +"refer to the :ref:`chile/credit-notes` section for more details." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:513 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:515 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:426 msgid "Common Errors" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:515 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:517 msgid "" "There are multiple reasons behind a rejection from the SII, but these are " "some of the common errors you might have and which is the related solution." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:518 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:520 msgid "Error: ``RECHAZO- DTE Sin Comuna Origen.``" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:520 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:522 msgid "" "*Hint:* Make sure the Company Address is properly filled including the State" " and City." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:522 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:524 msgid "Error en Monto: ``- IVA debe declararse.``" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:524 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:528 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:526 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:530 msgid "" "*Hint:* The invoice lines should include one VAT tax, make sure you add one " "on each invoice line." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:526 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:528 msgid "Error: ``Rut No Autorizado a Firmar.``" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:530 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:532 msgid "" "Error: ``Fecha/Número Resolucion Invalido RECHAZO- CAF Vencido : " "(Firma_DTE[AAAA-MM-DD] - CAF[AAAA-MM-DD]) > 6 meses.``" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:533 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:535 msgid "" -"*Hint:* Try to add a new CAF related to this document as the one you’re " +"*Hint:* Try to add a new CAF related to this document as the one you're " "using is expired." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:535 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:537 msgid "" "Error: ``Element '{http://www.sii.cl/SiiDte%7DRutReceptor': This element is " "not expected. Expected is ( {http://www.sii.cl/SiiDte%7DRutEnvia ).``" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:538 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:540 msgid "" "*Hint:* Make sure the field Document Type and VAT are set either in the " "Customer and in the main company." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:541 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:543 msgid "GLOSA: ``Usuario sin permiso de envio.``" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:543 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:545 msgid "" "*Hint:* This error indicates that most likely, your company has not passed " "the `Certification process " @@ -3920,12 +3864,12 @@ msgid "" "not part of the the Odoo services, but we can give you some alternatives." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:552 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:554 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:556 msgid "Credit Notes" msgstr "Сторно" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:554 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:556 msgid "" "When a cancellation or correction is needed over a validated invoice, a " "credit note must be generated. It is important to consider that a CAF file " @@ -3933,33 +3877,33 @@ msgid "" "SII." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:563 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:566 msgid "" -"Refer to the CAF section where we described the process to load the CAF on " -"each document type." +"Refer to the :ref:`CAF section ` where we described" +" the process to load the CAF on each document type." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:567 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:619 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:570 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:622 msgid "Use Cases" msgstr "Використовувати досвід" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:570 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:573 msgid "Cancel Referenced document" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:572 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:575 msgid "" -"In case you need to cancel or invalid an Invoice, use the button Add Credit" -" note and select Full Refund, in this case the SII reference Code is " +"In case you need to cancel or invalid an Invoice, use the button Add Credit " +"note and select Full Refund, in this case the SII reference Code is " "automatically set to: Anula Documento de referencia." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:580 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:583 msgid "Corrects Referenced Document Text" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:582 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:585 msgid "" "If a correction in the invoice information is required, for example the " "Street Name, use the button Add Credit note,select Partial Refund and select" @@ -3967,112 +3911,112 @@ msgid "" "automatically set to: Corrige el monto del Documento de Referencia." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:590 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:593 msgid "" "Odoo creates a Credit Note with the corrected text in an invoice and price " "0." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:597 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:600 msgid "" -"It’s important to define the default credit account in the Sales journal as " +"It's important to define the default credit account in the Sales journal as " "it is taken for this use case in specific." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:601 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:604 msgid "Corrects Referenced Document Amount" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:603 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:606 msgid "" "When a correction on the amounts is required, use the button Add Credit note" " and select Partial Refund. In this case the SII reference Code is " "automatically set to: Corrige el monto del Documento de Referencia." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:612 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:615 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:584 msgid "Debit Notes" msgstr "Дебіторські повернення" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:614 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:617 msgid "" "As part of the Chilean localization, besides creating credit notes from an " "existing document you can also create debit Notes. For this just use the " -"button “Add Debit Note”. The two main use cases for debit notes are " -"detailed below." +"button “Add Debit Note”. The two main use cases for debit notes are detailed" +" below." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:622 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:625 msgid "Add debt on Invoices" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:624 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:627 msgid "" "The most common use case for debit notes is to increase the value of an " "existing invoice, you need to select option 3 in the field Reference code " "SII:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:632 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:635 msgid "" "In this case Odoo automatically includes the source invoice in the cross " "reference section:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:639 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:642 msgid "Cancel Credit Notes" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:641 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:644 msgid "" "In Chile the debits notes are used to cancel a validated Credit Note, in " "this case just select the button Add debit note and select the first option " "in the wizard: *1: Anula Documentos de referencia.*" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:653 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:655 msgid "" "As part of the Chilean localization, you can configure your Incoming email " "server as the same you have register in the SII in order to:" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:656 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:658 msgid "" "Automatically receive the vendor bills DTE and create the vendor bill based " "on this information." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:657 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:659 msgid "Automatically Send the reception acknowledgement to your vendor." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:658 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:660 msgid "Accept or Claim the document and send this status to your vendor." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:662 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:663 msgid "Reception" msgstr "Надходження" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:664 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:665 msgid "" "As soon as the vendor email with the attached DTE is received: 1. The vendor" " Bill mapping all the information included in the xml. 2. An email is sent " "to the vendor with the Reception acknowledgement. 3. The DTE status is set " -"as: Acuse de Recibido Enviado" +"as: Acuse de Recibido Enviado" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:674 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:675 msgid "Acceptation" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:676 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:677 msgid "" -"If all the commercial information is correct on your vendor bill, you can " -"accept the document using the button: Aceptar Documento, once this is done " -"the DTE Acceptation Status changes to: Accepted and an email of acceptance " -"is sent to the vendor." +"If all the commercial information is correct on your vendor bill then you " +"can accept the document using the :guilabel:`Aceptar Documento` button. Once" +" this is done the DTE Acceptation Status changes to :guilabel:`Accepted`` " +"and an email of acceptance is sent to the vendor." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:686 @@ -4082,23 +4026,253 @@ msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:688 msgid "" "In case there is a commercial issue or the information is not correct on " -"your vendor bill, you can Claim the document before validating it, using " -"the button: Claim, once this is done the DTE Acceptation Status change to: " -"Claim and an email of acceptance is sent to the vendor." +"your vendor bill, you can Claim the document before validating it, using the" +" button: Claim, once this is done the DTE Acceptation Status change to: " +"Claim and an email of acceptance is sent to the vendor." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:696 msgid "" "If you claim a vendor bill, the status changes from draft to cancel " "automatically. Considering this as best practice, all the Claim documents " -"should be canceled as they won’t be valid for your accounting records." +"should be canceled as they won't be valid for your accounting records." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:705 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:701 +msgid "Delivery Guide" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:703 +msgid "" +"To install the Delivery Guide module, go to :menuselection:`Apps` and search" +" for :guilabel:`Chile (l10n_cl)`. Then click :guilabel:`Install` on the " +"module :guilabel:`Chile - E-Invoicing Delivery Guide`." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:708 +msgid "" +"*Chile - E-Invoicing Delivery Guide* has a dependency with *Chile - " +"Facturación Electrónica*. Odoo will install the dependency automatically " +"when the Delivery Guide module is installed." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:711 +msgid "" +"The Delivery Guide module includes sending the DTE to SII and the stamp in " +"PDF reports for deliveries." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:718 +msgid "" +"Once all configurations have been made for electronic invoices (e.g., " +"uploading a valid company certificate, setting up master data, etc.), " +"Delivery Guides need their own CAFs. Please refer to the :ref:`CAF " +"documentation ` to check the details on how to " +"acquire the CAFs for electronic Delivery Guides." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:723 +msgid "" +"Verify the following important information in the *Price for the Delivery " +"Guide* configuration:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:725 +msgid "" +":guilabel:`From Sales Order`: Delivery Guide takes the product price from " +"the Sales Order and shows it on the document." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:727 +msgid "" +":guilabel:`From Product Template`: Odoo takes the price configured in the " +"product template and shows it on the document." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:729 +msgid ":guilabel:`No show price`: no price is shown in the Delivery Guide." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:731 +msgid "" +"Electronic delivery guides are used to move stock from one place to another " +"and they can represent sales, sampling, consignment, internal transfers, and" +" basically any product move." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:735 +msgid "Delivery Guide from a Sales Process" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:737 +msgid "" +"When a Sales Order is created and confirmed, a Delivery Order is generated. " +"After validating the Delivery Order, the option to create a Delivery Guide " +"is activated." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:744 +msgid "" +"When clicking on :guilabel:`Create Delivery Guide` for the first time, a " +"warning message pops up, showing the following:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:751 +msgid "" +"This warning message means the user needs to indicate the next sequence " +"number Odoo has to take to generate the Delivery Guide, and only only " +"happens the *first time* a Delivery Guide is created in Odoo. After the " +"first document has been correctly generated, Odoo takes the CAFs next " +"available number to generate the following Delivery Guide and so on." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:756 +msgid "After the Delivery Guide is created:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:758 +msgid "" +"The DTE file (Electronic Tax Document) is automatically created and added to" +" the chatter." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:765 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:829 +msgid "" +"The DTE Status is automatically updated by Odoo with a scheduled action that" +" runs every day at night. To get a response from the SII immediately, press " +"the :guilabel:`Send now to SII` button." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:768 +msgid "" +"Once the Delivery Guide is sent, it may then be printed by clicking on the " +":guilabel:`Print Delivery Guide` button." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:776 +msgid "Electronic Receipt" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:778 +msgid "" +"To install the Electronic Receipt module, go to :menuselection:`Apps` and " +"search for :guilabel:`Chile (l10n_cl)`. Then click :guilabel:`Install` on " +"the module :guilabel:`Chile - Electronic Receipt`." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:783 +msgid "" +"*Chile - Electronic Receipt* has a dependency with *Chile - Facturación " +"Electrónica*. Odoo will install the dependency automatically when the " +"E-invoicing Delivery Guide module is installed." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:786 +msgid "" +"This module contains the electronic receipt and daily sales report, which " +"are automatically sent to SII." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:793 +msgid "" +"Once all configurations have been made for Electronic Invoices (e.g., " +"uploading a valid company certificate, setting up master data, etc.), " +"Electronic Receipts need their own CAFs. Please refer to the :ref:`CAF " +"documentation ` to check the details on how to " +"acquire the CAFs for Electronic Receipts." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:798 +msgid "" +"Electronic Receipts are useful when clients do not need an Electronic " +"Invoice. By default, there is a partner in the database called *Anonymous " +"Final Consumer* with a generic RUT 66666666-6 and taxpayer type of *Final " +"Consumer*. This partner can be used for Electronic Receipts or a new record " +"may be created for the same purpose." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:803 +msgid "" +"Although Electronic Receipts should be used for final consumers with a " +"generic RUT, it can also be used for specific partners. After the partners " +"and journals are created and configured, the Electronic Receipts are created" +" in the standard way as Electronic Invoice, but the type of document " +":guilabel:`(39) Electronic Receipt` should be selected, like so:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:815 +msgid "" +"When all of the Electronic Receipt information is filled, either manually or" +" automatically from a Sales Order, proceed to validate the receipt. By " +"default, Electronic Invoice is selected as the Document Type, however in " +"order to validate the receipt correctly, make sure to edit the Document Type" +" and change to Electronic Receipt." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:820 +msgid "After the receipt is posted:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:822 +msgid "" +"The DTE file (Electronic Tax Document) is created automatically and added to" +" the chatter." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:832 +msgid "" +"Please refer to the :ref:`DTE Workflow ` for Electronic Invoices as the workflow for Electronic Receipt " +"follows the same process." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:836 +msgid "Daily Sales Report" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:838 +msgid "" +"Once Electronic Receipts have been created, the system creates a daily sales" +" report containing all Electronic Receipts per day. This report is " +"electronically stamped and sent to the SII overnight in XML format. These " +"daily reports can be found in :menuselection:`Reports --> Daily Sales " +"Reports`." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:846 +msgid "A list of daily reports is displayed with all daily DTE sent to SII." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:852 +msgid "" +"If no Electronic Receipt was made on a particular day, the report is sent " +"but it will not have any receipts in it. The report will also have an answer" +" from the SII if it was accepted or rejected (depending on the company's " +"certificate and validated receipts)." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:861 +msgid "" +"For Chilean localization, note that the feature tax included in the price is" +" *not* supported for the Electronic Receipt." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:864 +msgid "" +"If a Daily Sales Report has already been created for a specific day in " +"another system, the daily report in Odoo will be rejected due to the " +"sequence number used. If that is the case, the user has to manually click on" +" :guilabel:`Retry` in order for a new sequence number to be generated (this " +"action is automatically done by Odoo). Afterwards, users can manually verify" +" report status with SII or wait for Odoo to update status later at night." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:874 msgid "Balance Tributario de 8 Columnas" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:707 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:876 msgid "" "This report presents the accounts in detail (with their respective " "balances), classifying them according to their origin and determining the " @@ -4106,18 +4280,18 @@ msgid "" " time, so that a real and complete knowledge of the status of a company." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:711 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:727 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:880 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:896 msgid "" "You can find this report in :menuselection:`Accounting --> Accounting --> " "Reports`" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:718 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:887 msgid "Propuesta F29" msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:720 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:889 msgid "" "The form F29 is a new system that the SII enabled to taxpayers, and that " "replaces the Purchase and Sales Books. This report is integrated by Purchase" @@ -4125,9 +4299,9 @@ msgid "" "transactions related to VAT, improving its control and declaration." msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:724 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:893 msgid "" -"This record is supplied by the electronic tax documents (DTE’s) that have " +"This record is supplied by the electronic tax documents (DTE's) that have " "been received by the SII." msgstr "" @@ -5508,10 +5682,12 @@ msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:16 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/france.rst:182 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:93 msgid "Name" msgstr "Назва" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:17 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:94 msgid "Technical name" msgstr "Технічна назва" @@ -5628,7 +5804,6 @@ msgid "These codes are confidential and should be stored safely." msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:76 -#: ../../content/applications/finance/payment_acquirers/ogone.rst:9 msgid "Configuration on Odoo" msgstr "" @@ -6265,7 +6440,7 @@ msgstr "12" #: ../../content/applications/finance/accounting/getting_started/memento.rst:218 #: ../../content/applications/finance/accounting/getting_started/memento.rst:228 #: ../../content/applications/finance/accounting/getting_started/memento.rst:244 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:107 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:111 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:68 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:81 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:131 @@ -6297,7 +6472,7 @@ msgstr "13" #: ../../content/applications/finance/accounting/getting_started/memento.rst:218 #: ../../content/applications/finance/accounting/getting_started/memento.rst:228 #: ../../content/applications/finance/accounting/getting_started/memento.rst:244 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:107 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:111 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:68 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:81 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:131 @@ -10911,7 +11086,7 @@ msgid "EUR" msgstr "EUR" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:140 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:113 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:117 msgid "1000" msgstr "1000" @@ -12628,6 +12803,7 @@ msgstr "" #: ../../content/applications/finance/accounting/getting_started/initial_configuration/chart_of_accounts.rst:176 #: ../../content/applications/finance/accounting/getting_started/initial_configuration/setup.rst:193 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:52 #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:125 #: ../../content/applications/finance/accounting/taxation/taxes/default_taxes.rst:40 msgid "" @@ -13298,7 +13474,7 @@ msgstr "Баланс = Дебет - Кредит" #: ../../content/applications/finance/accounting/getting_started/memento.rst:86 #: ../../content/applications/finance/accounting/receivables/customer_invoices/credit_notes.rst:83 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:90 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:94 msgid "Journal Entries" msgstr "Записи в журналі" @@ -13596,7 +13772,7 @@ msgstr "" #: ../../content/applications/finance/accounting/getting_started/memento.rst:218 #: ../../content/applications/finance/accounting/getting_started/memento.rst:228 #: ../../content/applications/finance/accounting/getting_started/memento.rst:244 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:107 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:111 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:68 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:81 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:131 @@ -13605,8 +13781,8 @@ msgstr "Рахунок" #: ../../content/applications/finance/accounting/getting_started/memento.rst:220 #: ../../content/applications/finance/accounting/getting_started/memento.rst:246 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:109 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:111 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:113 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:115 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:70 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:133 msgid "Account Receivable" @@ -19437,6 +19613,233 @@ msgid "" "`_" msgstr "" +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:3 +msgid "Electronic invoicing (:abbr:`EDI (electronic data interchange)`)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:5 +msgid "" +"EDI, or electronic data interchange, is the inter-company communication of " +"business documents, such as purchase orders and invoices, in a standard " +"format. Sending documents according to an EDI standard ensures that the " +"machine receiving the message can interpret the information correctly. " +"Various EDI file formats exist and are available depending on your company's" +" country." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:10 +msgid "" +"EDI feature enables automating the administration between companies and " +"might also be required by some governments for fiscal control or to " +"facilitate the administration." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:13 +msgid "" +"Electronic invoicing of your documents such as customer invoices, credit " +"notes or vendor bills is one of the application of EDI." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:16 +msgid "Odoo supports, among others, the following formats." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:21 +msgid "Format Name" +msgstr "Назва формату" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:22 +msgid "Applicability" +msgstr "Застосовуваність" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:23 +msgid "Factur-X (CII)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:24 +msgid "Default format on Odoo (enabled by default)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:25 +msgid "Peppol BIS Billing 3.0 (UBL)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:26 +msgid "" +"For companies whose countries are part of the `EAS list " +"`_" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:28 +msgid "E-FFF" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:29 +msgid "For Belgian companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:30 +msgid "XRechnung (UBL)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:31 +msgid "For German companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:32 +msgid "Fattura PA (IT)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:33 +msgid "For Italian companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:34 +msgid "CFDI (4.0)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:35 +msgid "For Mexican companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:36 +msgid "Peru UBL 2.1" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:37 +msgid "For Peruvian companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:38 +msgid "SII IVA Llevanza de libros registro (ES)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:39 +msgid "For Spanish companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:40 +msgid "UBL 2.1 (Columbia)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:41 +msgid "For Colombian companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:42 +msgid "Egyptian Tax Authority" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:43 +msgid "For Egyptian companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:44 +msgid "E-Invoice (IN)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:45 +msgid "For Indian companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:46 +msgid "NLCIUS (Netherlands)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:47 +msgid "For Dutch companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:48 +msgid "EHF 3.0" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:49 +msgid "For Norwegian companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:57 +msgid "" +"Go to :menuselection:`Accounting --> Configuration --> Journals --> Customer" +" Invoices --> Advanced Settings --> Electronic Invoicing` and enable the " +"formats you need for this journal." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:64 +msgid "" +"Once an electronic invoicing format is enabled, XML documents are generated " +"when clicking on :guilabel:`Confirm` in documents such as invoices, credit " +"notes, etc. These documents are either visible in the attachment section, or" +" embedded in the PDF." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:69 +msgid "" +"For E-FFF, the xml file only appears after having generated the PDF " +"(:guilabel:`Print` or :guilabel:`Send & Print` button), since the PDF needs " +"to be embedded inside the xml." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:71 +msgid "" +"By default, the :guilabel:`Factur-X` option is enabled. It means that an XML" +" file is automatically included in the PDF document that is sent." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:73 +msgid "" +"The formats available depend on the country registered in your company's " +":guilabel:`General Information`." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:75 +msgid "" +"Odoo supports the **Peppol BIS Billing 3.0** format that can be used via " +"existing access points." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:79 +msgid "Add new formats to a database created before July 2022" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:81 +msgid "" +"If your database was created before July 2022 and you wish to use one of the" +" formats available from July 2022, you have to :ref:`install " +"` the module :guilabel:`Import/Export electronic invoices " +"with UBL/CII` (module’s technical name: `account_edi_ubl_cii`) and your " +"country-specific module." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:87 +msgid "" +"If you want to use the Belgian format E-FFF in a database created prior to " +"July 2022, you need to :ref:`install `:" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:95 +msgid "Belgium - E-Invoicing (UBL 2.0, e-fff)" +msgstr "Бельгія - Електронне виставлення рахунків (UBL 2.0, e-fff)" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:96 +msgid "`l10n_be_edi`" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:97 +msgid "Import/Export electronic invoices with UBL/CII" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:98 +msgid "`account_edi_ubl_cii`" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:101 +msgid "" +"Once the new module is installed, UBL 2.0 and UBL 2.1 formats no longer " +"appear in the journal since UBL BIS Billing 3.0 is available and more widely" +" supported." +msgstr "" + #: ../../content/applications/finance/accounting/receivables/customer_invoices/epc_qr_code.rst:3 msgid "Add EPC QR Codes to invoices" msgstr "" @@ -19958,49 +20361,59 @@ msgid "" "Conditions*." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:44 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:42 +msgid ":doc:`cash_discounts`" +msgstr ":doc:`cash_discounts`" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:43 +msgid "" +"`Odoo Tutorials: Payment Terms `_" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:48 msgid "" "Go to :menuselection:`Accounting --> Configuration --> Payment Terms` and " "click on *Create*." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:46 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:50 msgid "" "The **Description on the Invoice** is the text displayed on the document " "(sale order, invoice, etc.)." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:49 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:53 msgid "" "In the **Terms** section, you can add a set of rules, called *terms*, to " "define what needs to be paid and by which due date." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:52 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:56 msgid "" "To add a term, click on *Add a line*, and define its *Type*, *Value*, and " "*Due Date Computation*." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:55 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:59 msgid "Terms are computed in the order they are set up." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:56 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:60 msgid "The **balance** should always be used for the last line." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:58 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:62 msgid "" "In the following example, 30% is due on the day of issuance, and the balance" " is due at the end of the following month." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:67 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:71 msgid "Using Payment Terms" msgstr "Використання умов оплати" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:69 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:73 msgid "" "Payment Terms can be defined in the **Due Date** field, with the **Terms** " "drop-down list, on:" @@ -20035,13 +20448,13 @@ msgid "" "*Due Date* is enough." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:80 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:84 msgid "" "You can also define a **Due Date** manually. If Payment Terms are already " "defined, empty the field so you can select a date." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:83 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:87 msgid "Payment Terms can be defined with the **Payment Terms** field on:" msgstr "" @@ -20056,66 +20469,56 @@ msgid "" "under the *Sales & Purchase* tab." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:92 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:96 msgid "" "Invoices with specific Payment Terms generate different *Journal Entries*, " "with one *Journal Item* for every computed *Due Date*." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:95 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:99 msgid "" "This makes for easier *Follow-ups* and *Reconciliation* since Odoo takes " "each due date into account, rather than just the balance due date. It also " "helps to get an accurate *Aged Receivable report*." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:103 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:107 msgid "" "In this example, an invoice of $1000 has been issued with the following " "payment terms: *30% is due on the day of issuance, and the balance is due at" " the end of the following month.*" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:107 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:111 msgid "Due date" msgstr "Установлений термін" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:109 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:113 msgid "February 21" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:109 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:113 msgid "300" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:111 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:115 msgid "March 31" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:111 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:115 msgid "700" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:113 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:117 msgid "Product Sales" msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:116 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:120 msgid "" "The $1000 debited on the Account Receivable is split into two distinct " "*Journal Items*. Both of them have their own **Due Date**." msgstr "" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:120 -msgid ":doc:`cash_discounts`" -msgstr ":doc:`cash_discounts`" - -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:121 -msgid "" -"`Odoo Tutorials: Terms and Conditions (T&C) and Payment Terms " -"`_" -msgstr "" - #: ../../content/applications/finance/accounting/receivables/customer_invoices/snailmail.rst:5 msgid "Send your invoices by post (Snailmail)" msgstr "" @@ -22285,16 +22688,14 @@ msgstr "" #: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:77 msgid "" -"always store the default price TAX EXCLUDED on the product form, and apply a" -" tax (price included on the product form)" +"always store the default price **tax excluded** on the product form, and " +"apply a tax (price excluded on the product form)" msgstr "" -"завжди зберігайте ціну за замовчуванням, виключену на формі товару, і " -"вказуйте податок (ціна вказана у формі товару)" #: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:80 -msgid "create a pricelist with prices in TAX INCLUDED, for specific customers" +msgid "" +"create a pricelist with prices in **tax included**, for specific customers" msgstr "" -"створіть прайслист із цінами із включеним податком, для конкретних клієнтів" #: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:83 msgid "" @@ -22329,11 +22730,44 @@ msgstr "" "але ми хочемо продати його за 10 євро, включаючи ціну, в наших магазинах або" " на сайті електронної комерції" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:97 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:99 +msgid "eCommerce" +msgstr "Електронна комерція" + +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:101 +msgid "" +"If you only use B2C or B2B prices on your website, simply select the " +"appropriate setting in the **Website** app settings." +msgstr "" + +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:104 +msgid "" +"If you have both B2B and B2C prices on a single website, please follow these" +" instructions:" +msgstr "" + +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:106 +msgid "" +"Activate the :ref:`developer mode ` and go to " +":menuselection:`General Settings --> Users & Companies --> Groups`." +msgstr "" + +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:108 +msgid "" +"Open either `Technical / Tax display B2B` or `Technical / Tax display B2C`." +msgstr "" + +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:109 +msgid "" +"Under the :guilabel:`Users` tab, add the users requiring access to the price" +" type. Add B2C users in the B2C group and B2B users in the B2B group." +msgstr "" + +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:113 msgid "Setting your products" msgstr "Налаштуйте ваші товари" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:99 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:115 msgid "" "Your company must be configured with tax excluded by default. This is " "usually the default configuration, but you can check your **Default Sale " @@ -22345,7 +22779,7 @@ msgstr "" "продаж за замовчуванням** у меню :menuselection:`Налаштування --> " "Налаштування` в модулі Бухоблік." -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:107 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:123 msgid "" "Once done, you can create a **B2C** pricelist. You can activate the " "pricelist feature per customer from the menu: :menuselection:`Configuration " @@ -22357,7 +22791,7 @@ msgstr "" " --> Налаштування` додатку Продаж. Виберіть опцію **різні ціни на сегмент " "клієнта**." -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:112 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:128 msgid "" "Once done, create a B2C pricelist from the menu " ":menuselection:`Configuration --> Pricelists`. It's also good to rename the " @@ -22367,7 +22801,7 @@ msgstr "" "Прайслист`. Також добре перейменувати прайслист за замовчуванням на B2B, щоб" " уникнути плутанини." -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:116 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:132 msgid "" "Then, create a product at 8.26€, with a tax of 21% (defined as tax not " "included in price) and set a price on this product for B2C customers at 10€," @@ -22378,11 +22812,11 @@ msgstr "" "клієнтів B2C на рівні 10 євро з меню :menuselection:`Продажі --> Товари` з " "додатку Продажі:" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:125 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:141 msgid "Setting the B2C fiscal position" msgstr "Встановіть схему оподаткування B2C" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:127 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:143 msgid "" "From the accounting application, create a B2C fiscal position from this " "menu: :menuselection:`Configuration --> Fiscal Positions`. This fiscal " @@ -22394,11 +22828,11 @@ msgstr "" "оподаткування повинна відображати ПДВ 21% (без урахування податку) з ПДВ 21%" " (податок входить у вартість)" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:136 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:152 msgid "Test by creating a quotation" msgstr "Перевірте, створивши комерційну пропозицію" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:138 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:154 msgid "" "Create a quotation from the Sale application, using the " ":menuselection:`Sales --> Quotations` menu. You should have the following " @@ -22408,7 +22842,7 @@ msgstr "" ":menuselection:`Продажі --> Комерційні пропозиції`. Ви маєте наступний " "результат: 8.26€ + 1.73€ = 9.99€." -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:145 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:161 msgid "" "Then, create a quotation but **change the pricelist to B2C and the fiscal " "position to B2C** on the quotation, before adding your product. You should " @@ -22420,15 +22854,15 @@ msgstr "" "товар. Ви повинні отримати очікуваний результат, загальна ціна якого 10€ для" " клієнта: 8.26€ + 1.74€ = 10.00€." -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:153 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:169 msgid "This is the expected behavior for a customer of your shop." msgstr "Це очікувана поведінка для покупця вашого магазину." -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:156 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:172 msgid "Avoid changing every sale order" msgstr "Уникайте змін у кожному замовленні на продаж" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:158 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:174 msgid "" "If you negotiate a contract with a customer, whether you negotiate tax " "included or tax excluded, you can set the pricelist and the fiscal position " @@ -22440,7 +22874,7 @@ msgstr "" "оподаткування у формі клієнта, щоб вона застосовувалася автоматично при " "кожному продажі цього клієнта." -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:163 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:179 msgid "" "The pricelist is in the **Sales & Purchases** tab of the customer form, and " "the fiscal position is in the accounting tab." @@ -22448,7 +22882,7 @@ msgstr "" "Прайслист знаходиться на вкладці **Продажі та Купівлі** у формі клієнта, а " "схема оподаткування знаходиться на вкладці бухобліку." -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:166 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:182 msgid "" "Note that this is error prone: if you set a fiscal position with tax " "included in prices but use a pricelist that is not included, you might have " @@ -24728,7 +25162,6 @@ msgstr "" #: ../../content/applications/finance/payment_acquirers/authorize.rst:15 #: ../../content/applications/finance/payment_acquirers/buckaroo.rst:15 #: ../../content/applications/finance/payment_acquirers/mollie.rst:14 -#: ../../content/applications/finance/payment_acquirers/ogone.rst:15 #: ../../content/applications/finance/payment_acquirers/paypal.rst:17 #: ../../content/applications/finance/payment_acquirers/sips.rst:15 msgid "Credentials tab" @@ -24883,7 +25316,7 @@ msgstr "" #: ../../content/applications/finance/payment_acquirers/authorize.rst:12 #: ../../content/applications/finance/payment_acquirers/buckaroo.rst:12 #: ../../content/applications/finance/payment_acquirers/mollie.rst:11 -#: ../../content/applications/finance/payment_acquirers/ogone.rst:12 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:9 #: ../../content/applications/finance/payment_acquirers/paypal.rst:14 #: ../../content/applications/finance/payment_acquirers/sips.rst:12 #: ../../content/applications/finance/payment_acquirers/stripe.rst:12 @@ -25028,10 +25461,9 @@ msgstr "" #: ../../content/applications/finance/payment_acquirers/authorize.rst:53 #: ../../content/applications/finance/payment_acquirers/buckaroo.rst:47 #: ../../content/applications/finance/payment_acquirers/mollie.rst:31 -#: ../../content/applications/finance/payment_acquirers/ogone.rst:88 #: ../../content/applications/finance/payment_acquirers/paypal.rst:144 #: ../../content/applications/finance/payment_acquirers/sips.rst:32 -#: ../../content/applications/finance/payment_acquirers/stripe.rst:130 +#: ../../content/applications/finance/payment_acquirers/stripe.rst:134 #: ../../content/applications/finance/payment_acquirers/wire_transfer.rst:39 msgid ":doc:`../payment_acquirers`" msgstr "" @@ -25281,142 +25713,204 @@ msgid "" "in secure electronic transactions." msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:17 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:10 msgid "" -"Odoo needs your **API Credentials** to connect with your Ogone account, " -"which comprise:" +"`Ogone's documentation `_." msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:19 -msgid "" -"**PSPID**: The ID solely used to identify the account with Ogone. You chose " -"it when you opened your account." +#: ../../content/applications/finance/payment_acquirers/ogone.rst:13 +msgid "Settings in Ogone" msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:21 -msgid "" -":ref:`API User ID `: The ID solely used to identify the user" -" with Ogone." +#: ../../content/applications/finance/payment_acquirers/ogone.rst:16 +msgid "Create an API user" msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:22 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:18 msgid "" -":ref:`API User Password `: Value used to identify the user " -"with Ogone." +"Log into your Ogone account and head to the :guilabel:`Configuration` tab." msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:23 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:20 msgid "" -":ref:`SHA Key IN `: Key used in the signature Odoo send to" -" Ogone." +"You need to create an **API user** to be used in the creation of " +"transactions from Odoo. While you can use your main account to do so, using " +"an **API user** ensures that if the credentials used in Odoo are leaked, no " +"access to your Ogone configuration is possible. Additionally, passwords for " +"**API users** do not need to be updated regularly, unlike normal users." msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:24 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:25 msgid "" -":ref:`SHA Key OUT `: Key used in the signature Ogone send" -" to Odoo." +"To create an **API user**, go to :menuselection:`Configuration --> Users` " +"and click on :guilabel:`New User`. The following fields must be configured:" msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:26 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:30 +msgid ":guilabel:`UserID`: you can choose anything you want." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:31 msgid "" -"You can copy your credentials from your Ogone account, and paste them in the" -" related fields under the **Credentials** tab." +":guilabel:`User's Name, E-mail and Timezone`: you can enter the information " +"you want." msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:32 -msgid "API User ID and Password" +msgid ":guilabel:`Profile`: should be set to :guilabel:`Admin`." msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:34 -msgid "" -"If you already created a user and have both its ID and password, just copy " -"them. You can also generate a new password from " -":menuselection:`Configuration --> Users --> Your chosen user --> change " -"password`." +#: ../../content/applications/finance/payment_acquirers/ogone.rst:33 +msgid ":guilabel:`Special user for API`: should be checked." msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:38 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:35 msgid "" -"If you don't have a user, create one by going to " -":menuselection:`Configuration --> Users --> New User`. Set your **User ID** " -"to get your **password** when you save your new user." +"After the creation of the user, you are required to generate a password. " +"Save the password and **UserID**, as they will be required later on during " +"the setup." msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:48 -msgid "SHA Key IN" -msgstr "SHA Key IN" - -#: ../../content/applications/finance/payment_acquirers/ogone.rst:50 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:39 msgid "" -"In order to retrieve the SHA Key IN, log into your ogone account, go to " -":menuselection:`Configuration --> Technical Information --> Data and origin " -"verification --> Checks for e-Commerce & Alias Gateway`, and retrieve **SHA " -"Key IN**." +"If you already have an user set up, make sure it is activated without any " +"error. If not, simply click the :guilabel:`Activate(Errors)` button to reset" +" the user." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:43 +msgid "Set up Ogone for Odoo" +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:45 +msgid "" +"Ogone must now be configured to accept payments from Odoo. Head to " +":menuselection:`Configuration --> Technical Information --> Global Security " +"Parameters`, select :guilabel:`SHA-1` as :guilabel:`Hash Algorithm` and " +":guilabel:`UTF-8` as :guilabel:`character encoding`. Then, go to the " +":guilabel:`Data and Origin verification` tab of the same page and leave the " +"URL field of the :guilabel:`e-Commerce and Alias Gateway` section blank." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:52 +msgid "" +"If you need to use another algorithm, such as `sha-256` or `sha-512`, within" +" Odoo, activate the :ref:`developer mode ` and go to " +":menuselection:`General Settings --> Technical --> System Parameters`. From " +"here, search for `payment_ogone.hash.function` and change the value line to " +"the desired algorithm (`sha-256` or `sha-512`)." msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:57 -msgid "SHA Key OUT" -msgstr "SHA Key OUT" - -#: ../../content/applications/finance/payment_acquirers/ogone.rst:59 msgid "" -"In order to retrieve the SHA Key OUT, log into your ogone account, go to " -":menuselection:`Configuration --> Technical Information --> Transaction " -"feedback --> All transaction submission modes`, and get or generate your " -"**API Key** and **Client Key**. Be careful to copy your API key as you'll " -"not be allowed to get it later without generating a new one." +"You are now required to generate **SHA-IN** passphrases. **SHA-IN** and " +"**SHA-OUT** passphrases are used to digitally sign the transaction requests " +"and responses between Odoo and Ogone. By using these secret passphrases and " +"the `sha-1` algorithm, both systems can ensure that the information they " +"receive from the other was not altered or tampered with." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:62 +msgid "" +"Enter the same **SHA-IN** passphrase in both :guilabel:`Checks for " +"e-Commerce & Alias Gateway` and :guilabel:`Checks for DirectLink and Batch " +"(Automatic)`. You can leave the IP address field blank." msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:65 msgid "" -"If you are trying Ogone as a test, with the Test Account, change the " -"**State** to *Test Mode*. We recommend doing this on a test Odoo database, " -"rather than on your main database." +"Your **SHA-IN** and **SHA-OUT** passphrases should be different, and between" +" 16 and 32 characters long. Make sure to use the same **SHA-IN** and **SHA-" +"OUT** passphrases throughout the entire Ogone configuration, as Odoo only " +"allows a single **SHA-IN** and single **SHA-OUT** passphrase." msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:69 -msgid "Configuration on Ogone" -msgstr "" - -#: ../../content/applications/finance/payment_acquirers/ogone.rst:71 msgid "" -"Now that Odoo can communicate with Ogone, we need to make sure that Ogone " -"can send information to your database." +"In order to retrieve the **SHA-OUT** key, log into your Ogone account, go to" +" :menuselection:`Configuration --> Technical Information --> Transaction " +"feedback --> All transaction submission modes`, and get or generate your " +"**API Key** and **Client Key**. Be careful to copy your API key as you’ll " +"not be allowed to get it later without generating a new one." msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:74 msgid "" -"To do so, log into your Ogone account and go to " -":menuselection:`Configuration --> Technical Information --> Transaction " -"feedback --> Direct HTTP server-to-server request`." +"When done, head to :menuselection:`Configuration --> Technical Information " +"--> Transaction Feedback` and check the following options:" msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:77 -msgid "Then, fill the form with the following data:" +msgid "" +"The :guilabel:`URL` fields for :guilabel:`HTTP redirection in the browser` " +"can be left empty, as Odoo will specify these URLs for every transaction " +"request." msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:79 msgid "" -"In the **Timing of the request**, select *Online but switch to a deferred " -"request when the online requests fail*." +":guilabel:`I would like to receive transaction feedback parameters on the " +"redirection URLs`: should be checked." msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:0 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:81 msgid "" -"Enter your Odoo databases URL in both **URLs** followed by " -"``/payment/ogone/return``." -msgstr "" - -#: ../../content/applications/finance/payment_acquirers/ogone.rst:0 -msgid "For example: ``https://yourcompany.odoo.com/payment/ogone/return``" +":guilabel:`Direct HTTP server-to-server request`: should to be set to " +"`Online but switch to a deferred request when the online request fails`." msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:83 -msgid "Select *POST* for the **Request Method**." +msgid "" +"Both **URL** fields should contain the same following URL, with `` " +"replaced by your database: `https:///payment/ogone/return`." msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:85 -msgid "Save, and you are ready to go!" +#: ../../content/applications/finance/payment_acquirers/ogone.rst:86 +msgid "" +":guilabel:`Dynamic eCommerce Parameters` should contain the following " +"values: `ALIAS`, `AMOUNT`, `CARDNO`, `CN`, `CURRENCY`, `IP`, `NCERROR` " +"`ORDERID`, `PAYID`, `PM`, `STATUS`, `TRXDATE`. Other parameters can be " +"included (if you have another integration with Ogone that requires them), " +"but are not advised." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:90 +msgid "" +"In the :guilabel:`All transaction submission modes` section, fill out **SHA-" +"OUT** passphrase and disable `HTTP request for status change`." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:93 +msgid "" +"To allow your customers to save their credit card credentials for future " +"use, head to :menuselection:`Configuration --> Alias --> My alias " +"information`. From this tab, you can configure how the user can have its " +"card details saved, for how long the information is saved, if a checkbox to " +"save the card information should be displayed, etc." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:99 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:11 +msgid "Settings in Odoo" +msgstr "Налаштування в Odoo" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:101 +msgid "" +"To set up Ogone in Odoo, head to :menuselection:`Accounting --> " +"Configuration --> Payment Acquirers` and open the Ogone acquirer. In the " +":guilabel:`Credentials` tab, enter the **PSPID** of your Ogone account, and " +"fill out the other fields as configured in your :ref:`Ogone portal " +"`." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:106 +msgid "" +"If you wish to run tests with Ogone, within the accounting app, go to " +":menuselection:`Configuration --> Payment Acquirers`. Click on " +":guilabel:`Ogone`, enable :guilabel:`Test Mode` and enter your credentials " +"in the :guilabel:`Credentials` tab. We recommend doing this on an Odoo test " +"database, rather than on your main database." msgstr "" #: ../../content/applications/finance/payment_acquirers/paypal.rst:3 @@ -25431,10 +25925,6 @@ msgid "" " where the customer is routed to the Paypal website to register the payment." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:11 -msgid "Settings in Odoo" -msgstr "Налаштування в Odoo" - #: ../../content/applications/finance/payment_acquirers/paypal.rst:19 msgid "" "Odoo needs your **API Credentials** to connect with your PayPal account, " @@ -25960,12 +26450,23 @@ msgstr "" #: ../../content/applications/finance/payment_acquirers/stripe.rst:119 msgid "" -"To enable specific local payment methods with Stripe, list them as supported" -" payment icons. To do so, go to :menuselection:`Payment Acquirers --> Stripe" -" --> Configuration` and add the desired payment methods in the **Supported " -"Payment Icons** field. If the desired payment method is already listed, you " -"don't have anything to do. If a payment icon record doesn't exist in the " -"database, its related payment method is considered enabled with Stripe." +"To enable some of these local payment methods with Stripe, list them as " +"supported payment icons. To do so, go to :menuselection:`Payment Acquirers " +"--> Stripe --> Configuration` and add the desired payment methods in the " +"**Supported Payment Icons** field. If the desired payment method is already " +"listed, you don't have anything to do." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/stripe.rst:129 +msgid "" +"If a payment icon record does not exist in the database and its related " +"local payment method is listed above, it is considered enabled with Stripe." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/stripe.rst:131 +msgid "" +"If a local payment method is not listed above, it is not supported and " +"cannot be enabled." msgstr "" #: ../../content/applications/finance/payment_acquirers/wire_transfer.rst:3 diff --git a/locale/uk/LC_MESSAGES/productivity.po b/locale/uk/LC_MESSAGES/productivity.po index a5ed7c840..586de0992 100644 --- a/locale/uk/LC_MESSAGES/productivity.po +++ b/locale/uk/LC_MESSAGES/productivity.po @@ -4,7 +4,7 @@ # FIRST AUTHOR , YEAR. # # Translators: -# Alina Lisnenko , 2021 +# Alina Lisnenko , 2021 # Martin Trigaux, 2022 # #, fuzzy @@ -12,7 +12,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-07-22 09:36+0000\n" +"POT-Creation-Date: 2022-09-01 15:11+0000\n" "PO-Revision-Date: 2021-11-02 08:49+0000\n" "Last-Translator: Martin Trigaux, 2022\n" "Language-Team: Ukrainian (https://www.transifex.com/odoo/teams/41243/uk/)\n" @@ -1400,7 +1400,7 @@ msgstr "У деяких випадках може знадобитися USB-а #: ../../content/applications/productivity/iot/devices/scale.rst:17 msgid "" -"If your scale is `compatibale with Odoo IoT Box " +"If your scale is `compatible with Odoo IoT Box " "`_, there is no need to set up " "anything because it will be automatically detected as soon as it is " "connected." @@ -1745,925 +1745,1850 @@ msgstr "" msgid "Open any email; the shortcut should be displayed." msgstr "" -#: ../../content/applications/productivity/studio.rst:8 +#: ../../content/applications/productivity/studio.rst:6 msgid "Studio" msgstr "Студія" -#: ../../content/applications/productivity/studio.rst:10 +#: ../../content/applications/productivity/studio.rst:16 msgid "" -"Learn all you need in order to build custom applications: customize views, " -"create specific reports, automate actions, define approval workflows, etc." +"Studio is a toolbox that allows you to customize Odoo without coding " +"knowledge. For example, you can, on any app, add or modify:" msgstr "" -#: ../../content/applications/productivity/studio.rst:14 +#: ../../content/applications/productivity/studio.rst:19 +msgid ":doc:`Fields `" +msgstr "" + +#: ../../content/applications/productivity/studio.rst:20 +msgid ":doc:`Views `" +msgstr "" + +#: ../../content/applications/productivity/studio.rst:21 +msgid ":doc:`Models `" +msgstr "" + +#: ../../content/applications/productivity/studio.rst:22 +msgid ":doc:`Automated actions `" +msgstr "" + +#: ../../content/applications/productivity/studio.rst:23 +msgid "PDF reports" +msgstr "" + +#: ../../content/applications/productivity/studio.rst:24 +msgid "Approval rules" +msgstr "" + +#: ../../content/applications/productivity/studio.rst:25 +msgid "Security rules" +msgstr "" + +#: ../../content/applications/productivity/studio.rst:27 +msgid "" +"Or you can :doc:`build an app from scratch `." +msgstr "" + +#: ../../content/applications/productivity/studio.rst:30 msgid "`Odoo Tutorials: Studio `_" msgstr "" -#: ../../content/applications/productivity/studio/concepts.rst:5 -msgid "Concepts" -msgstr "Поняття" +#: ../../content/applications/productivity/studio/automated_actions.rst:3 +msgid "Automated actions (automations)" +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:5 +msgid "" +"Automated actions are used to trigger automatic changes based on user " +"actions (e.g., apply a modification when a field is set to a specific value)" +" or on time conditions (e.g., archive a record 7 days after its last " +"update)." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:9 +msgid "" +"To create an automated action with Studio, go to :guilabel:`Automations` " +"from anywhere within Studio." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:12 +msgid "" +"For every automated action you create, the following elements should be " +"defined: the :ref:`studio/automated-actions/model`, the " +":ref:`studio/automated-actions/trigger`, the :ref:`studio/automated-" +"actions/apply-on`, and the :ref:`studio/automated-actions/action`." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:25 +msgid "Model" +msgstr "Модель" + +#: ../../content/applications/productivity/studio/automated_actions.rst:27 +msgid "Select the model where the automated action should be applied." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:30 +msgid "" +"The model you are on when you click on :guilabel:`Automations` is pre-" +"selected by default." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:35 +msgid "Trigger" +msgstr "Запуск" + +#: ../../content/applications/productivity/studio/automated_actions.rst:37 +msgid "" +"Define when the automated action should be applied. Six triggers are " +"available." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:42 +msgid "On Creation" +msgstr "На створення" + +#: ../../content/applications/productivity/studio/automated_actions.rst:44 +msgid "The action is triggered when a record is created and then saved." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:49 +msgid "On Update" +msgstr "На оновлення" + +#: ../../content/applications/productivity/studio/automated_actions.rst:51 +msgid "" +"The action is triggered when a previously saved record is edited and then " +"saved." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:53 +msgid "" +"Use :guilabel:`Trigger Fields` to specify which fields - and only those - " +"trigger the action on their update." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:55 +msgid "" +"To detect when a record changes from one state to another, define a " +":guilabel:`Before Update Domain` filter, which checks if the condition is " +"satisfied before the record is updated. Then set an :ref:`studio/automated-" +"actions/apply-on` filter, which checks if the condition is met after the " +"record is updated." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:61 +msgid "" +"If you want the automated action to happen when an email address is set on a" +" contact, define the :guilabel:`Before Update Domain` to `Email is not set`," +" and the :guilabel:`Apply on` domain to `Email is set`." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:72 +msgid "On Creation & Update" +msgstr "На створення та оновлення" + +#: ../../content/applications/productivity/studio/automated_actions.rst:74 +msgid "" +"The action is triggered when a record is created and saved or edited " +"afterward and saved." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:79 +msgid "On Deletion" +msgstr "При видаленні" + +#: ../../content/applications/productivity/studio/automated_actions.rst:81 +msgid "The action is triggered when a record is deleted." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:84 +msgid "" +"This trigger is rarely used, as archiving records is usually preferred to " +"deletion." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:89 +msgid "Based on Form Modification" +msgstr "На підставі модифікації форми" + +#: ../../content/applications/productivity/studio/automated_actions.rst:91 +msgid "" +"The action is triggered when any change is done to a trigger field's value " +"on the :ref:`Form view `, even before saving the " +"record. This trigger only works on the user interface when a modification is" +" made by a user. If the field is changed through another action and not by " +"the user, the action will not run." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:97 +msgid "" +"This trigger can only be used with the :ref:`Execute Python Code action " +"`, so development is required." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:103 +msgid "Based on Timed Condition" +msgstr "На основі умовного часу" + +#: ../../content/applications/productivity/studio/automated_actions.rst:105 +msgid "" +"The action is triggered when a trigger field's date or date & time value is " +"reached." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:107 +msgid "" +"To trigger the action after the :guilabel:`Trigger Date`, add a number of " +"minutes, hours, days, or months under :guilabel:`Delay after trigger date`. " +"To trigger the action before, add a negative number instead." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:112 +msgid "" +"If you want to send a reminder email 30 minutes before the start of a " +"calendar event, select the :guilabel:`Start (Calendar Event)` under " +":guilabel:`Trigger Date` and set the :guilabel:`Delay after trigger date` to" +" **-30** :guilabel:`Minutes`." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:121 +msgid "By default, the scheduler checks for trigger dates every 4 hours." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:126 +msgid "Apply on" +msgstr "Подати заявку на" + +#: ../../content/applications/productivity/studio/automated_actions.rst:128 +msgid "" +"Define on which records of the model the automated action should be applied." +" It works the same way as when you apply filters on a model." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:134 +msgid "Action" +msgstr "Дія" + +#: ../../content/applications/productivity/studio/automated_actions.rst:136 +msgid "" +"Determine what the automated action should do (server action). There are " +"eight types of action to choose from." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:142 +msgid "Execute Python Code" +msgstr "Виконати код Python" + +#: ../../content/applications/productivity/studio/automated_actions.rst:144 +msgid "" +"The action is used to execute Python code. The available variables are " +"described on the :guilabel:`Python Code` tab, which is also used to write " +"your code, or on the :guilabel:`Help` tab." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:147 +msgid "" +"To allow the action to be run through the website, tick :guilabel:`Available" +" on the Website` and add a :guilabel:`Website Path`." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:153 +msgid "Create a new Record" +msgstr "Створити новий запис" + +#: ../../content/applications/productivity/studio/automated_actions.rst:155 +msgid "The action is used to create a new record on any model." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:158 +msgid "" +"Selecting a :guilabel:`Target Model` is only required if you want to target " +"another model than the one you are on." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:161 +msgid "" +"To link the record that triggered the creation of the new record, select a " +"field under :guilabel:`Link Field`. For example, you could create a contact " +"automatically when a lead is turned into an opportunity." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:164 +msgid "" +":guilabel:`Data to Write` tab: the tab is used to specify the new record's " +"values. After selecting a :guilabel:`Field`, select its " +":guilabel:`Evaluation Type`:" +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:167 +msgid "" +":guilabel:`Value`: used to directly give the field's raw value in the " +":guilabel:`Value` column." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:168 +msgid "" +":guilabel:`Reference`: used to select the record under the " +":guilabel:`Record` column and let Studio add the internal ID in the " +":guilabel:`Value` column." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:172 +msgid "" +"If an automated action creates a new task in a project, you can assign it to" +" a specific user by setting the :guilabel:`Field` to :guilabel:`Responsible " +"User (Project)`, the :guilabel:`Evaluation Type` to :guilabel:`Reference`, " +"and the :guilabel:`Record` to a specific user." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:181 +msgid "" +":guilabel:`Python expression`: used to dynamically define the newly created " +"record’s value for a field using Python code in the :guilabel:`Value` " +"column." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:187 +msgid "Update the Record" +msgstr "Оновити запис" + +#: ../../content/applications/productivity/studio/automated_actions.rst:189 +msgid "" +"The action is used to set value(s) for field(s) of any record on the current" +" model." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:192 +msgid "" +"The process to fill in the :guilabel:`Data to Write` tab is the same as " +"described under :ref:`studio/automated-actions/action/new-record`." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:198 +msgid "Execute several actions" +msgstr "Виконати декілька дій" + +#: ../../content/applications/productivity/studio/automated_actions.rst:200 +msgid "" +"The action is used to trigger multiple actions at the same time. To do so, " +"click on :guilabel:`Add a line` under the :guilabel:`Actions` tab. In the " +":guilabel:`Child Actions` pop-up, click on :guilabel:`Create` and configure " +"the action." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:207 +msgid "Send Email" +msgstr "Надіслати ел. листа" + +#: ../../content/applications/productivity/studio/automated_actions.rst:209 +msgid "" +"The action is used to send an email to a contact linked to a specific " +"record. To do so, select or create an :guilabel:`Email Template`." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:215 +msgid "Add Followers" +msgstr "Додати підписників" + +#: ../../content/applications/productivity/studio/automated_actions.rst:217 +msgid "The action is used to subscribe existing contacts to the record." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:222 +msgid "Create Next Activity" +msgstr "Створити нову дію" + +#: ../../content/applications/productivity/studio/automated_actions.rst:224 +msgid "" +"The action is used to schedule a new activity linked to the record. Use the " +":guilabel:`Activity` tab to set it up as usual, but instead of the " +":guilabel:`Assigned to` field, select an :guilabel:`Activity User Type`. " +"Select :guilabel:`Specific User` and add the user under " +":guilabel:`Responsible` if the activity should always be assigned to the " +"same user. To dynamically target a user linked to the record, select " +":guilabel:`Generic User From Record` instead and change the :guilabel:`User " +"field name` if necessary." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:232 +msgid "" +"After a lead is turned into an opportunity, you want your automated action " +"to set up a call for the user responsible for the lead. To do so, set the " +":guilabel:`Activity` to :guilabel:`Call` and set the :guilabel:`Activity " +"User Type` to :guilabel:`Generic User From Record`." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:243 +msgid "Send SMS Text Message" +msgstr "Надіслати SMS-повідомлення" + +#: ../../content/applications/productivity/studio/automated_actions.rst:245 +msgid "" +"The action is used to send an SMS to a contact linked to the record. To do " +"so, select or create an :guilabel:`SMS Template`." +msgstr "" + +#: ../../content/applications/productivity/studio/automated_actions.rst:249 +msgid "" +"If you want sent messages to be logged in the Chatter, tick :guilabel:`Log " +"as Note`." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:3 +msgid "Fields and widgets" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:5 +msgid "" +"Fields structure the models of a database. If you picture a model as a table" +" or spreadsheet, fields are the columns where data is stored in the records " +"(i.e., the rows). Fields also define the type of data that is stored within " +"them. How the data is presented and formatted on the :abbr:`UI (User " +"Interface)` is defined by their widget." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:10 +msgid "" +"From a technical point of view, there are 15 field types in Odoo. However, " +"you can choose from 20 fields in Studio, as some field types are available " +"more than once with a different default widget." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:14 +msgid "" +":guilabel:`New Fields` can only be added to the " +":ref:`studio/views/general/form` and :ref:`studio/views/multiple-" +"records/list` views. On other views, you can only add :guilabel:`Existing " +"Fields` :dfn:`(fields already on the model)`." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:21 +msgid "Simple fields" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:23 +msgid "Simple fields contain basic values, such as text, numbers, files, etc." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:26 +#: ../../content/applications/productivity/studio/fields.rst:325 +msgid "" +"Non-default widgets, when available, are presented as bullet points below." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:31 +msgid "Text (`char`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:33 +msgid "" +"The :guilabel:`Text` field is used for short text containing any character. " +"One text line is displayed when filling out the field." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:36 +#: ../../content/applications/productivity/studio/fields.rst:220 +msgid "" +":guilabel:`Badge`: displays the value inside a rounded shape, similar to a " +"tag. The value cannot be edited on the UI, but a default value can be set." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:38 +#: ../../content/applications/productivity/studio/fields.rst:71 +msgid "" +":guilabel:`Copy to Clipboard`: users can copy the value by clicking a " +"button." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:39 +msgid ":guilabel:`E-mail`: the value becomes a clickable *mailto* link." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:40 +msgid "" +":guilabel:`Image`: displays an image using a URL. The value cannot be edited" +" manually, but a default value can be set." +msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:3 -msgid "Understanding Automated Actions" +#: ../../content/applications/productivity/studio/fields.rst:44 +msgid "" +"This works differently than selecting the :ref:`Image field " +"` directly, as the image is not stored in" +" Odoo when using a :guilabel:`Text` field with the :guilabel:`Image` widget." +" For example, it can be useful if you want to save disk space." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:49 +msgid ":guilabel:`Phone`: the value becomes a clickable *tel* link." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:6 +#: ../../content/applications/productivity/studio/fields.rst:52 msgid "" -"Automated actions are used to trigger actions. They are based on conditions " -"and happen on top of Odoo’s default business logic." +"Tick :guilabel:`Enable SMS` to add an option to send an SMS directly from " +"Odoo next to the field." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:55 +msgid ":guilabel:`URL`: the value becomes a clickable URL." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:66 +msgid "Multiline Text (`text`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:68 +msgid "" +"The :guilabel:`Multiline Text` field is used for longer text containing any " +"type of character. Two text lines are displayed on the UI when filling out " +"the field." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:82 +msgid "Integer (`integer`)" msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:9 +#: ../../content/applications/productivity/studio/fields.rst:84 msgid "" -"Examples of automated actions include: creating a next activity upon a " -"quote's confirmation; adding a user as a follower of a confirmed invoice if " -"its total is higher than a certain amount; or preventing a lead from " -"changing stage if a field is not filled in." +"The :guilabel:`Integer` field is used for all integer numbers " +"(:dfn:`positive, negative, or zero, without a decimal`)." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:16 +#: ../../content/applications/productivity/studio/fields.rst:87 msgid "" -"Let's understand how to properly define *when* an automated action runs and " -"*how* to create one:" +":guilabel:`Percentage Pie`: displays the value inside a percentage circle, " +"usually for a computed value. The value cannot be edited on the UI, but a " +"default value can be set." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:18 +#: ../../content/applications/productivity/studio/fields.rst:89 +#: ../../content/applications/productivity/studio/fields.rst:118 msgid "" -"The first step is to choose the :doc:`Model ` on " -"which the action is applied." +":guilabel:`Progress Bar`: displays the value next to a percentage bar, " +"usually for a computed value. The field cannot be edited manually, but a " +"default value can be set." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:19 +#: ../../content/applications/productivity/studio/fields.rst:91 msgid "" -"The **Trigger** field defines the event that causes the automated action to " -"happen:" +":guilabel:`Handle`: displays a drag handle icon to order records manually in" +" :ref:`List view `." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:103 +msgid "Decimal (`float`)" msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:21 +#: ../../content/applications/productivity/studio/fields.rst:105 msgid "" -"*On Creation*: when a new record is created. Note that the record is created" -" once saved for the first time." +"The :guilabel:`Decimal` field is used for all decimal numbers " +"(:dfn:`positive, negative, or zero, with a decimal`)." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:23 +#: ../../content/applications/productivity/studio/fields.rst:109 msgid "" -"*On Update*: when the record is updated. Note that the update happens once " -"the record is saved." +"Decimal numbers are displayed with two decimals after the decimal point on " +"the UI, but they are stored in the database with more precision." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:24 +#: ../../content/applications/productivity/studio/fields.rst:112 msgid "" -"*On Creation & Update*: on the creation and/or on the update of a record " -"once the form is saved." +":guilabel:`Monetary`: it is similar to using the :ref:`Monetary field " +"`. It is recommended to use the later " +"as it offers more functionalities." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:25 -msgid "*On Deletion*: on the removal of a record under the condition set." +#: ../../content/applications/productivity/studio/fields.rst:115 +msgid "" +":guilabel:`Percentage`: displays a percent character `%` after the value." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:26 +#: ../../content/applications/productivity/studio/fields.rst:116 msgid "" -"*Based on Form Modification*: when the value of the specified *Trigger* " -"field is changed in the interface (user sees the changes before saving the " -"record). Note that this action can only be used with the *Execute Python " -"Code* action type." +":guilabel:`Percentage Pie`: displays the value inside a percentage circle, " +"usually for a computed value. The field cannot be edited manually, but a " +"default value can be set." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:29 +#: ../../content/applications/productivity/studio/fields.rst:120 msgid "" -"*Based on Timed Condition*: a delay happens after a specific date/time. Set " -"a *Delay after trigger date* if you need a delay to happen before the " -"*Trigger Date*. Example: to send a reminder 15min before a meeting. If the " -"date/time is not set on the form of the model chosen, the date/time " -"considered is the one of the creation/update of the record." +":guilabel:`Time`: the value must follow the *hh:mm* format, with a maximum " +"of 59 minutes." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:131 +msgid "Monetary (`monetary`)" msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:34 -msgid "For every Trigger option, **conditions** can be applied, such as:" +#: ../../content/applications/productivity/studio/fields.rst:133 +msgid "The :guilabel:`Monetary` field is used for all monetary values." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:36 +#: ../../content/applications/productivity/studio/fields.rst:136 msgid "" -"*Before Update Domain*: if designated, this condition must be satisfied " -"before the record is updated." +"When you first add a :guilabel:`Monetary` field, you are prompted to add a " +":guilabel:`Currency` field if none exists already on the model. Odoo offers " +"to add the :guilabel:`Currency` field for you. Once it is added, add the " +":guilabel:`Monetary` field again." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:38 +#: ../../content/applications/productivity/studio/fields.rst:149 +msgid "Html (`html`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:151 msgid "" -"*Apply on*: if designated, this condition must be satisfied before executing" -" the action rule (*Action To Do*), and after the update." +"The :guilabel:`Html` field is used to add text that can be edited using the " +"Odoo HTML editor." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:41 +#: ../../content/applications/productivity/studio/fields.rst:153 msgid "" -"The **Active** option is to be turned off when the rule should be hidden and" -" not executed." +":guilabel:`Multiline Text`: disables the Odoo HTML editor to allow editing " +"raw HTML." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:43 +#: ../../content/applications/productivity/studio/fields.rst:164 +msgid "Date (`date`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:166 +msgid "The :guilabel:`Date` field is used to select a date on a calendar." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:168 msgid "" -"Under **Action To Do** choose the type of server action that must be " -"executed once records meet the *Trigger* conditions:" +":guilabel:`Remaining Days`: the remaining number of days before the selected" +" date is displayed (e.g., *In 5 days*), based on the current date." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:180 +msgid "Date & Time (`datetime`)" msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:45 +#: ../../content/applications/productivity/studio/fields.rst:182 msgid "" -"*Execute Python Code*: a block of code is executed. A *Help* tab with the " -"variables that can be used is available." +"The :guilabel:`Date & Time` field is used to select a date on a calendar and" +" a time on a clock. The user's current time is automatically used if no time" +" is set." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:47 -msgid "*Create New Record*: a new record with new values is created." +#: ../../content/applications/productivity/studio/fields.rst:185 +msgid "" +":guilabel:`Date`: used to record the time without displaying it on the UI." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:48 -msgid "*Update a Record*: updates the record that triggered the action." +#: ../../content/applications/productivity/studio/fields.rst:186 +msgid "" +":guilabel:`Remaining days`: displays the remaining number of days before the" +" selected date (e.g., *In 5 days*), based on the current date and time." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:49 +#: ../../content/applications/productivity/studio/fields.rst:198 +msgid "Checkbox (`boolean`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:200 msgid "" -"*Execute several actions*: defines an action that triggers other server " -"actions." +"The :guilabel:`Checkbox` field is used when a value should only be true or " +"false, indicated by checking or unchecking a checkbox." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:50 +#: ../../content/applications/productivity/studio/fields.rst:203 msgid "" -"*Send Email*: an automatic :doc:`email " -"` is sent." +":guilabel:`Button`: displays a radio button. The widget works without " +"switching to the edit mode." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:51 -msgid "*Add Followers*: followers are notified of changes in the task." +#: ../../content/applications/productivity/studio/fields.rst:204 +msgid "" +":guilabel:`Toggle`: displays a toggle button. The widget works without " +"switching to the edit mode." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:52 +#: ../../content/applications/productivity/studio/fields.rst:215 +msgid "Selection (`selection`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:217 msgid "" -"*Create Next Activity*: creates an activity such as: *Call*, *Email*, " -"*Reminder*." +"The :guilabel:`Selection` field is used when users should select a single " +"value from a group of predefined values." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:53 +#: ../../content/applications/productivity/studio/fields.rst:222 msgid "" -"*Send SMS Text Message*: sends an :doc:`SMS " -"`." +":guilabel:`Badges`: displays all selectable values simultaneously inside " +"rectangular shapes, organized horizontally." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:224 +msgid "" +":guilabel:`Priority`: displays star symbols instead of values, which can be " +"used to indicate an importance or satisfaction level, for example. This has " +"the same effect as selecting the :ref:`Priority field `, although, for the latter, four priority values are " +"already predefined." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:228 +#: ../../content/applications/productivity/studio/fields.rst:352 +msgid "" +":guilabel:`Radio`: displays all selectable values at the same time as radio " +"buttons." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:231 +msgid "" +"By default, radio buttons are organized vertically. Tick :guilabel:`display " +"horizontally` to switch the way they are displayed." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:243 +msgid "Priority (`selection`)" msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:56 -msgid "Example" -msgstr "Приклад" +#: ../../content/applications/productivity/studio/fields.rst:245 +msgid "" +"The :guilabel:`Priority` field is used to display a three-star rating " +"system, which can be used to indicate importance or satisfaction level. This" +" field type is a :ref:`Selection field ` with the :guilabel:`Priority` widget selected by default " +"and four priority values predefined. Consequently, the :guilabel:`Badge`, " +":guilabel:`Badges`, :guilabel:`Radio`, and :guilabel:`Selection` widgets " +"have the same effects as described under :ref:`Selection " +"`." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:253 +msgid "" +"To change the number of available stars by adding or removing values, click " +":guilabel:`Edit Values`. Note that the first value is equal to 0 stars " +"(i.e., when no selection is made), so having four values results in a three-" +"star rating system, for example." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:266 +msgid "File (`binary`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:268 +msgid "" +"The :guilabel:`File` field is used to upload any type of file, or sign a " +"form (:guilabel:`Sign` widget)." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:271 +msgid "" +":guilabel:`Image`: users can upload an image file, which is then displayed " +"in :ref:`Form view `. This has the same effect as" +" using the :ref:`Image field `." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:274 +msgid "" +":guilabel:`PDF Viewer`: users can upload a PDF file, which can be then " +"browsed from the :ref:`Form view `." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:276 +msgid "" +":guilabel:`Sign`: users can electronically sign the form. This has the same " +"effect as selecting the :ref:`Sign field `." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:288 +msgid "Image (`binary`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:290 +msgid "" +"The :guilabel:`Image` field is used to upload an image and display it in " +":ref:`Form view `. This field type is a " +":ref:`File field ` with the " +":guilabel:`Image` widget selected by default. Consequently, the " +":guilabel:`File`, :guilabel:`PDF Viewer`, and :guilabel:`Sign` widgets have " +"the same effects as described under :ref:`File `." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:297 +msgid "" +"To change the display size of uploaded images, select :guilabel:`Small`, " +":guilabel:`Medium`, or :guilabel:`Large` under the :guilabel:`Size` option." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:303 +msgid "Sign (`binary`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:305 +msgid "" +"The :guilabel:`Sign` field is used to sign the form electronically. This " +"field type is a :ref:`File field ` with " +"the :guilabel:`Sign` widget selected by default. Consequently, the " +":guilabel:`File`, :guilabel:`Image`, and :guilabel:`PDF Viewer` widgets have" +" the same effects as described under :ref:`File `." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:311 +msgid "" +"To give users the :guilabel:`Auto` option when having to draw their " +"signature, select one of the available :guilabel:`Auto-complete with` fields" +" (:ref:`Text `, :ref:`Many2One " +"`, and :ref:`Related Field " +"` on the model only). The " +"signature is automatically generated using the data from the selected field." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:320 +msgid "Relational fields" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:322 +msgid "" +"Relational fields are used to link and display the data from records on " +"another model." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:330 +msgid "Many2One (`many2one`)" +msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:58 +#: ../../content/applications/productivity/studio/fields.rst:332 msgid "" -"This is the process of which the update of the *Email* field on the " -"Lead/Opportunity *Model*, with a *Trigger Condition* set to *On Update*, " -"goes through:" +"The :guilabel:`Many2One` field is used to link another record (from another " +"model) to the record being edited. The record's name from the other model is" +" then displayed on the record being edited." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:65 -msgid "The user creates the record without an email address set." +#: ../../content/applications/productivity/studio/fields.rst:336 +msgid "" +"On the *Sales Order* model, the :guilabel:`Customer` field is a " +":guilabel:`Many2One` field pointing at the *Contact* model. This allows " +"**many** sales orders to be linked to **one** contact (customer)." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:66 -msgid "The user updates the record defining an email address." +#: ../../content/applications/productivity/studio/fields.rst:345 +msgid "" +"To prevent users from creating a new record in the linked model, tick " +":guilabel:`Disable creation`." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:67 +#: ../../content/applications/productivity/studio/fields.rst:347 msgid "" -"Once the change is saved, the automation checks if any of the *Watched " -"Fields* are being updated (for the example: field name *email_from* (Email)." +"To prevent users from opening records in a pop-up window, tick " +":guilabel:`Disable opening`." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:69 +#: ../../content/applications/productivity/studio/fields.rst:348 msgid "" -"If true, it checks if the record matches the *Before Update Domain* (for the" -" example: *email is not set*)." +"To help users only select the right record, click on :guilabel:`Domain` to " +"create a filter." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:71 +#: ../../content/applications/productivity/studio/fields.rst:350 msgid "" -"If true, it checks (*after the update*) whether the record matches the " -"*Apply on* domain (for the example: *email is set*)." +":guilabel:`Badge`: displays the value inside a rounded shape, similar to a " +"tag. The value cannot be edited on the UI." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:73 -msgid "If true, the chosen *Action To Do* is performed on the record." +#: ../../content/applications/productivity/studio/fields.rst:357 +msgid "One2Many (`one2many`)" msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:76 -msgid ":doc:`understanding_general`" +#: ../../content/applications/productivity/studio/fields.rst:359 +msgid "" +"The :guilabel:`One2Many` field is used to display the existing relations " +"between a record on the current model and multiple records from another " +"model." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:77 -msgid ":doc:`../use_cases/automated_actions`" +#: ../../content/applications/productivity/studio/fields.rst:363 +msgid "" +"You could add a :guilabel:`One2Many` field on the *Contact* model to look at" +" **one** customer's **many** sales orders." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:3 -msgid "Understanding General Concepts" +#: ../../content/applications/productivity/studio/fields.rst:371 +msgid "" +"To use a :guilabel:`One2Many` field, the two models must have been linked " +"already using a :ref:`Many2One field `. One2Many relations do not exist independently: a reverse-" +"search of existing Many2One relations is performed." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:7 +#: ../../content/applications/productivity/studio/fields.rst:378 +msgid "Lines (`one2many`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:380 msgid "" -"Odoo Studio is a toolbox that allows you to add models or adapt " -"functionalities on top of Odoo’s standard behavior without coding knowledge." -" You can also create custom views and modify existing ones without having to" -" get into the XML code." +"The :guilabel:`Lines` field is used to create a table with rows and columns " +"(e.g., the lines of products on a sales order)." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:11 +#: ../../content/applications/productivity/studio/fields.rst:384 msgid "" -"Even for experienced developers, typing out code requires time. By using " -"Odoo Studio, you can quickly get your models up and going and focus on the " -"crucial parts of your application. The result is a user-friendly solution " -"that makes customizations and designing new applications easy with or " -"without programming skills." +"To modify the columns, click on the :guilabel:`Lines` field and then " +":guilabel:`Edit List View`. To edit the form that pops up when a user clicks" +" on :guilabel:`Add a line`, click on :guilabel:`Edit Form View` instead." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:15 -msgid "Getting started" +#: ../../content/applications/productivity/studio/fields.rst:397 +msgid "Many2Many (`many2many`)" msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:17 +#: ../../content/applications/productivity/studio/fields.rst:399 msgid "" -"One you start using Odoo Studio, you automatically create a new *module* " -"that contains all your modifications. These modifications can be done on " -"existing screens (*views*), by adding new *fields* in existing applications," -" or by creating an entirely new *model*." +"The :guilabel:`Many2Many` field is used to link multiple records from " +"another model to multiple records on the current model. Many2Many fields can" +" use :guilabel:`Disable creation`, :guilabel:`Disable opening`, " +":guilabel:`Domain`, just like :ref:`Many2One fields " +"`." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:22 -msgid "What is a Module?" +#: ../../content/applications/productivity/studio/fields.rst:405 +msgid "" +"On the *Task* model, the :guilabel:`Assignees` field is a " +":guilabel:`Many2Many` field pointing at the *Contact* model. This allows a " +"single user to be assigned to **many** tasks and **many** users to be " +"assigned to a single task." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:25 +#: ../../content/applications/productivity/studio/fields.rst:413 msgid "" -"An Odoo **Module** can contain a number of elements, such as: business " -"objects (models), object views, data files, web controllers, and static web " -"data. An application is a collection of modules." +":guilabel:`Checkboxes`: users can select several values using checkboxes." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:29 +#: ../../content/applications/productivity/studio/fields.rst:414 msgid "" -"In object-oriented programming, models usually represent a concept from the " -"real world. Example: Odoo has models for Sales Orders, Users, Countries, " -"etc. If you were to build an application to manage Real Estate sales, a " -"model that represents the Properties for sale would probably be your first " -"step." +":guilabel:`Tags`: users can select several values appearing in rounded " +"shapes, also known as *tags*. This has the same effect as selecting the " +":ref:`Tags field `." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:38 -msgid "What is a Model (also called Object)?" +#: ../../content/applications/productivity/studio/fields.rst:421 +msgid "Tags (`many2many`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:423 +msgid "" +"The :guilabel:`Tags` field is used to display several values from another " +"model appearing in rounded shapes, also known as *tags*. This field type is " +"a :ref:`Many2Many field ` with " +"the :guilabel:`Tags` widget selected by default. Consequently, the " +":guilabel:`Checkboxes` and :guilabel:`Many2Many` widgets have the same " +"effects as described under :ref:`Many2Many `." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:40 +#: ../../content/applications/productivity/studio/fields.rst:430 msgid "" -"A **Model** determines the logical structure of a database and fundamentally" -" determines in which manner data can be stored, organized, and manipulated. " -"In other words, a model is a table of information that can be bridged with " -"other tables." +"To display tags with different background colors, tick :guilabel:`Use " +"colors`." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:45 -msgid "What are Fields?" +#: ../../content/applications/productivity/studio/fields.rst:441 +msgid "Related Field (`related`)" msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:47 +#: ../../content/applications/productivity/studio/fields.rst:443 msgid "" -"**Fields** compose models. It is where a record (a piece of data) is " -"registered." +"A :guilabel:`Related Field` is not a relational field per se; no " +"relationship is created between models. It uses an existing relationship to " +"fetch and display information from another record." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:49 +#: ../../content/applications/productivity/studio/fields.rst:447 msgid "" -"Example: on the Real Estate application, fields on the Properties model " -"would include the price, address, a picture, a link to the current owner, " -"etc." +"To display the email address of a customer on the *Sales Order* model, use " +"the :guilabel:`Related Field` `partner_id.email` by selecting " +":guilabel:`Customer` and then :guilabel:`Email`." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:50 +#: ../../content/applications/productivity/studio/fields.rst:453 +msgid "Properties" +msgstr "Властивості" + +#: ../../content/applications/productivity/studio/fields.rst:455 msgid "" -"There are 2 main types of fields in Odoo: *basic (or scalar) fields* and " -"*relational fields*." +":guilabel:`Invisible`: When it is not necessary for users to view a field on" +" the UI, tick :guilabel:`Invisible`. It helps clear the UI by only showing " +"the essential fields depending on a specific situation." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:53 +#: ../../content/applications/productivity/studio/fields.rst:460 msgid "" -"Basic fields represent simple values, like numbers or text. Relational " -"fields represent relations between models. So, if you have a model for " -"*Customers* and another one for *Properties*, you would use a relational " -"field to link each Property to its Customer." +"On the *Form* view of the *Contact* model, the :guilabel:`Title` field only " +"appears when :guilabel:`Individual` is selected, as that field would not be " +"helpful for a :guilabel:`Company` contact." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:56 -msgid "Relational Fields in detail" +#: ../../content/applications/productivity/studio/fields.rst:465 +msgid "" +"The :guilabel:`Invisible` attribute also applies to Studio. To view hidden " +"fields inside Studio, click on a view's :guilabel:`View` tab and tick " +":guilabel:`Show Invisible Elements`." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:59 +#: ../../content/applications/productivity/studio/fields.rst:469 msgid "" -"**Relational Fields** provide the option to link the data of one model with " -"the data of another model." +":guilabel:`Required`: If a field should always be completed by the user " +"before being able to proceed, tick :guilabel:`Required`." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:60 +#: ../../content/applications/productivity/studio/fields.rst:471 msgid "" -"In Odoo, relational field types are: *One2many*, *Many2one*, *Many2many*." +":guilabel:`Read only`: If users should not be able to modify a field, tick " +":guilabel:`Read only`." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:66 +#: ../../content/applications/productivity/studio/fields.rst:474 msgid "" -"An **One2many** field is a *one-way* direction of selecting *multiple* " -"records from a table." +"You can choose to apply these three properties only for specific records by " +"clicking on :guilabel:`Conditional` and creating a filter." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:68 +#: ../../content/applications/productivity/studio/fields.rst:477 msgid "" -"Example: a Sales Order can contain multiple Sales Order Lines, which also " -"contain multiple fields of information." +":guilabel:`Label`: The :guilabel:`Label` is the field's name on the UI." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:69 +#: ../../content/applications/productivity/studio/fields.rst:480 msgid "" -"A **Many2one** field is a *one-way* direction of selecting *one* record from" -" a table." +"This is not the same name as used in the PostgreSQL database. To view and " +"change the latter, activate the :ref:`Developer mode `, and " +"edit the :guilabel:`Technical Name`." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:70 +#: ../../content/applications/productivity/studio/fields.rst:483 msgid "" -"Example: you can have many product categories, but each product can only " -"belong to one category." +":guilabel:`Help Tooltip`: To explain the purpose of a field, write a " +"description under :guilabel:`Help Tooltip`. It is displayed inside a tooltip" +" box when hovering with your mouse over the field's label." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:71 +#: ../../content/applications/productivity/studio/fields.rst:486 msgid "" -"A **Many2many** field is a *two-way* direction of selecting records from a " -"table." +":guilabel:`Placeholder`: To provide an example of how a field should be " +"completed, write it under :guilabel:`Placeholder`. It is displayed in light " +"gray in lieu of the field's value." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:72 -msgid "Example: multiple tags can be added to a lead’s form." +#: ../../content/applications/productivity/studio/fields.rst:488 +msgid "" +":guilabel:`Widget`: To change the default appearance or functionality of a " +"field, select one of the available widgets." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:75 -msgid "An *One2many* field must have a *Many2one* related to it." +#: ../../content/applications/productivity/studio/fields.rst:490 +msgid "" +":guilabel:`Default value`: To add a default value to a field when a record " +"is created, use :guilabel:`Default value`." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:78 -msgid "What are Views?" +#: ../../content/applications/productivity/studio/fields.rst:492 +msgid "" +":guilabel:`Limit visibility to groups`: To limit which users can see the " +"field, select a user access group." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:80 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:3 +msgid "Models, modules, and apps" +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:5 msgid "" -"**Views** define how records are displayed. They are specified in XML which " -"means that they can be edited independently from the models that they " -"represent. There are various types of views in Odoo, and each of them " -"represents a mode of visualization. Some examples are: *form*, *list*, " -"*kanban*." +"Models determine the logical structure of a database and how data is stored," +" organized, and manipulated. In other words, a model is a table of " +"information that can be linked with other tables. A model usually represents" +" a business concept, such as a *sales order*, *contact*, or *product*." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:85 -msgid "What is a Menu?" +#: ../../content/applications/productivity/studio/models_modules_apps.rst:9 +msgid "" +"Modules and apps contain various elements, such as models, views, data " +"files, web controllers, and static web data." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:87 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:13 msgid "" -"A **Menu** is a button that executes an action. In Odoo Studio, to create " -"menus (models) and rearrange their hierarchy, click on *Edit Menu*." +"All apps are modules. Larger, standalone modules are typically referred to " +"as apps, whereas other modules usually serve as add-ons to said apps." msgstr "" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:95 -msgid "`Studio Basics `_" +#: ../../content/applications/productivity/studio/models_modules_apps.rst:19 +msgid "Suggested features" msgstr "" -#: ../../content/applications/productivity/studio/how_to.rst:5 -msgid "How To" +#: ../../content/applications/productivity/studio/models_modules_apps.rst:21 +msgid "" +"When you create a new model or app with Studio, you can choose to add up to " +"14 features to speed up the creation process. These features bundle fields, " +"default settings, and views that are usually used together to provide some " +"standard functionality. Most of these features can be added later on, but " +"adding them from the start makes the model creation process much easier. " +"Furthermore, these features interact together in some cases to increase " +"their usefulness." msgstr "" -#: ../../content/applications/productivity/studio/how_to/export_import.rst:3 -msgid "Export and Import Modules" +#: ../../content/applications/productivity/studio/models_modules_apps.rst:28 +msgid "" +"Creating a model with the :ref:`studio/models-modules-apps/suggested-" +"features/picture` and :ref:`studio/models-modules-apps/suggested-" +"features/pipeline-stages` features enabled adds the image in the card layout" +" of the :ref:`Kanban view `." msgstr "" -#: ../../content/applications/productivity/studio/how_to/export_import.rst:5 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:39 +msgid "Contact details" +msgstr "Деталі контакту" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:41 msgid "" -"When you do customizations in Odoo Studio, a new module is created in your " -"database, making it easy to use Studio for prototyping." +"Selecting :guilabel:`Contact details` adds to the :ref:`Form view " +"` a :ref:`Many2One field " +"` linked to the *Contact* model " +"and two of its :ref:`Related Fields `: :guilabel:`Phone` and :guilabel:`Email`. The " +":guilabel:`Contact` field is also added to the :ref:`List view " +"`, and the :ref:`Map view " +"` is activated." msgstr "" -#: ../../content/applications/productivity/studio/how_to/export_import.rst:8 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:57 +msgid "User assignment" +msgstr "Призначення користувача" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:59 msgid "" -"To export these customizations, activate Studio on the main dashboard and, " -"under the menu *Customizations*, click on *Export*. The default filename is " -"*customizations.zip*." +"Selecting :guilabel:`User assignment` adds to the :ref:`Form view " +"` a :ref:`Many2One field " +"` linked to the *Contact* model, " +"with the following :guilabel:`Domain`: `Share User is not set` to only allow" +" the selection of *Internal Users*. In addition, the " +":guilabel:`many2one_avatar_user` widget is used to display the user's " +"avatar. The :guilabel:`Responsible` field is also added to the :ref:`List " +"view `." msgstr "" -#: ../../content/applications/productivity/studio/how_to/export_import.rst:16 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:75 +msgid "Date & Calendar" +msgstr "Дата та календар" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:77 msgid "" -"The module created contains the definition of custom models and fields, as " -"well as the UI elements of any customization in an XML format." +"Selecting :guilabel:`Date & Calendar` adds to the :ref:`Form view " +"` a :ref:`Date field ` and activates the :ref:`Calendar view " +"`." msgstr "" -#: ../../content/applications/productivity/studio/how_to/export_import.rst:18 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:84 +msgid "Date range & Gantt" +msgstr "Діапазон дат і діаграма Ганта" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:86 msgid "" -"To import and install the customizations in another instance, connect to the" -" destination database, activate Studio and, under *Customizations*, click on" -" *Import*." +"Selecting :guilabel:`Date range & Gantt` adds to the :ref:`Form view " +"` two :ref:`Date fields ` next to each other: one to set a start date, the other to set " +"an end date, using the :guilabel:`daterange` widget, and activates the " +":ref:`Gantt view `." msgstr "" -#: ../../content/applications/productivity/studio/how_to/export_import.rst:25 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:94 +msgid "Pipeline stages" +msgstr "Етапи конвеєру" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:96 msgid "" -"Studio does not know which apps are customized (because the same view can be" -" modified on different apps), therefore, it *does not* add the underlying " -"modules as dependencies of the exported module. In other words, the " -"applications installed on the source database should be installed on the " -"destination database." +"Selecting :guilabel:`Pipeline stages` activates the :ref:`Kanban view " +"`, adds several fields such as " +":ref:`Priority ` and :guilabel:`Kanban" +" State`, and three stages: :guilabel:`New`, :guilabel:`In Progress`, and " +":guilabel:`Done`. The :guilabel:`Pipeline status bar` and the " +":guilabel:`Kanban State` field are added to the :ref:`Form view " +"`. The :guilabel:`Color` field is added to the " +":ref:`List view `." msgstr "" -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:3 -msgid "Customizing the Rainbow Man" +#: ../../content/applications/productivity/studio/models_modules_apps.rst:105 +msgid "The :guilabel:`Pipeline stages` feature can be added at a later stage." msgstr "" -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:5 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:110 +msgid "Tags" +msgstr "Мітки" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:112 msgid "" -"The Rainbow Man in Odoo is an animation shown once the user completes " -"certain tasks and clicks on certain buttons. It is a way to make the " -"software fun to use, and rewarding, for employees." +"Selecting :guilabel:`Tags` adds to the :ref:`studio/views/general/form` and " +":ref:`studio/views/multiple-records/list` views a :ref:`Tags field " +"`, creating a *Tag* model with " +"preconfigured access rights in the process." msgstr "" -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:13 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:120 +msgid "Picture" +msgstr "Зображення" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:122 msgid "" -"On most buttons in Odoo, such as *Send by Email*, *Confirm* or *Cancel*, " -"once they are selected in Studio, under their *Properties*, the *Rainbow " -"Man* effect can be applied." +"Selecting :guilabel:`Picture` adds to the top-right of the :ref:`Form view " +"` an :ref:`Image field `." msgstr "" -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:14 -msgid "By default, the feature is active:" +#: ../../content/applications/productivity/studio/models_modules_apps.rst:126 +msgid "The :guilabel:`Picture` feature can be added at a later stage." msgstr "" -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:16 -msgid "when opportunities are marked as won;" +#: ../../content/applications/productivity/studio/models_modules_apps.rst:131 +msgid "Lines" +msgstr "Рядки" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:133 +msgid "" +"Selecting :guilabel:`Lines`: adds to the :ref:`Form view " +"` a :ref:`Lines field ` inside a :guilabel:`Tab` component." msgstr "" -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:17 -msgid "when users empty their inboxes;" +#: ../../content/applications/productivity/studio/models_modules_apps.rst:139 +msgid "Notes" +msgstr "Примітки" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:141 +msgid "" +"Selecting :guilabel:`Notes` adds to the :ref:`Form view " +"` an :ref:`Html field ` using the full width of the form." msgstr "" -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:18 -msgid "when the user finishes a tour;" +#: ../../content/applications/productivity/studio/models_modules_apps.rst:147 +msgid "Monetary value" +msgstr "Грошова вартість" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:149 +msgid "" +"Selecting :guilabel:`Monetary value` adds to the " +":ref:`studio/views/general/form` and :ref:`studio/views/multiple-" +"records/list` views a :ref:`Monetary field `. The :ref:`studio/views/reporting/graph` and " +":ref:`studio/views/reporting/pivot` views are also activated." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:155 +msgid "A *Currency* field is added and hidden from the view." msgstr "" -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:19 -msgid "when the user finishes doing reconciliations." +#: ../../content/applications/productivity/studio/models_modules_apps.rst:160 +msgid "Company" +msgstr "Компанія" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:162 +msgid "" +"Selecting :guilabel:`Company` adds to the :ref:`studio/views/general/form` " +"and :ref:`studio/views/multiple-records/list` views a :ref:`Many2One field " +"` linked to the *Company* model." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:3 -msgid "Customizing Reports" +#: ../../content/applications/productivity/studio/models_modules_apps.rst:167 +msgid "This is only useful if you work in a multi-company environment." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:9 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:172 +msgid "Custom Sorting" +msgstr "Кастомне сортування" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:174 msgid "" -"Odoo uses HTML and CSS technologies to create reports. HTML is a markup " -"language that uses tags, also called elements. It is the core of any webpage" -" because it provides its basic structure. CSS interacts with HTML elements " -"to add style to the page, establishing how the HTML is shown to the user. " -"Odoo’s reports also use Bootstrap’s grid layout, which is the containers, " -"rows, and columns to align content, and support Odoo's website themes." +"Selecting :guilabel:`Custom Sorting` adds to the :ref:`List view " +"` a drag handle icon to manually reorder" +" records." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:11 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:186 +msgid "Chatter" +msgstr "Чатер" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:188 msgid "" -"When creating a new report, choose the purpose of it and if you would like " -"the report to include header and footer (company logo, name, address, phone," -" email address, etc.)." +"Selecting :guilabel:`Chatter` adds to the :ref:`Form view " +"` Chatter functionalities (sending messages, " +"logging notes, and scheduling activities)." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:17 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:192 +msgid "The :guilabel:`Chatter` feature can be added at a later stage." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:203 +msgid "Archiving" +msgstr "Архівування" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:205 msgid "" -"Under the tab **Add**, you find the fields to be dragged and dropped to the " -"view. *Fields*, *Data tables*, *Subtotal & Total*, and *Address Book* are " -"dynamic elements (meaning that they need a :doc:`one2many or a many2many " -"<../concepts/understanding_general>` related object). *Text*, *Title Block*," -" *Image*, and *Text in Cell* are static elements." +"Selecting :guilabel:`Archiving` adds to the :ref:`studio/views/general/form`" +" and :ref:`studio/views/multiple-records/list` views the :guilabel:`Archive`" +" action and hides archived records from searches and views by default." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:26 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:212 +msgid "Export and import customizations" +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:214 msgid "" -"Once the element is added to the view, select it to see its **Options**. The" -" first section shows the hierarchy of the selected object and its " -"properties, allowing you to individually edit them. Fields with related " -"objects have their directives shown on *Field Expression*." +"When you do any customization with Studio, a new module named " +":guilabel:`Studio customizations` is added to your database." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:34 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:217 msgid "" -"Under **Visible if**, define the rule(s) to set visibility conditions to " -"fields." +"To export these customizations, go to :menuselection:`Main dashboard --> " +"Studio --> Customizations --> Export` to download a ZIP file containing all " +"customizations." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:36 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:220 msgid "" -"Example: if choosing to display a product image, you could set a visibility " -"rule to only display the ones that are *set* in the product form, avoiding " -"having a plain icon when they are not set." +"To import and install these customizations in another database, connect to " +"the destination database and go to :menuselection:`Main dashboard --> Studio" +" --> Customizations --> Import`, then upload the exported ZIP file before " +"clicking on the :guilabel:`Import` button." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:40 +#: ../../content/applications/productivity/studio/models_modules_apps.rst:225 msgid "" -"**Visible for** is used to set which :doc:`groups " -"` can have access to specific elements in the " -"report. **Limit visibility to groups**, under *Report*, sets the visibility " -"of the report to specifics groups, meaning that users belonging to other " -"groups do not see the same final document." +"Before importing, make sure the destination database contains the same apps " +"and modules as the source database. Studio does not add the underlying " +"modules as dependencies of the exported module." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:46 +#: ../../content/applications/productivity/studio/views.rst:3 +msgid "Views" +msgstr "Переглядів" + +#: ../../content/applications/productivity/studio/views.rst:5 msgid "" -"Under the **Report** tab, name your report, choose the paper format, and if " -"the report should be added to the *Print* menu list on its respective " -"document form." +"Views are the interface that allows displaying the data contained in a " +"model. One model can have several views, which are simply different ways to " +"show the same data. In Studio, views are organized into four categories: " +":ref:`general `, :ref:`multiple records " +"`, :ref:`timeline `, " +"and :ref:`reporting `." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:53 +#: ../../content/applications/productivity/studio/views.rst:12 msgid "" -"If activating the :ref:`developer mode `, additional fields " -"such as *Class* under *Options*, and *Reload from attachment* under " -"*Report*, become visible." +"To change the default view of a model, go to :menuselection:`Studio --> " +"Views --> Dropdown menu (⋮) --> Set as Default`." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:56 +#: ../../content/applications/productivity/studio/views.rst:16 msgid "" -"*Class*: add custom CSS classes to the selected element (e.g. Bootstrap " -"classes such as *text-danger*)." +"You can modify views by using the built-in XML editor. To do so, activate " +":ref:`Developer mode `, go to the view you want to edit, " +"select the :guilabel:`View` tab and then click on :guilabel:` XML`." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:59 +#: ../../content/applications/productivity/studio/views.rst:21 msgid "" -"*Reload from attachment*: saves the report as an attachment of the document " -"when printed. When the report is reprinted, it re-downloads that attachment " -"instead of re-printing it. This means that if the underlying record (e.g. " -"Invoice) changes when compared to the first impression, the report does not " -"reflect the changes because they were done after the attachment was created." -" This is typically useful for reports linked to documents that should not " -"change, such as Invoices." +"If you are editing a view using the XML editor, avoid making changes " +"directly to standard views and inherited views, as those would be reset and " +"would not be kept in case of an update or module upgrade. Always make sure " +"you select the right Studio inherited views. Indeed, when you modify a view " +"in Studio by drag-and-dropping a new field, a specific Studio inherited view" +" and its XPath, the latter which defines which part of the view is modified," +" are automatically generated." msgstr "" -#: ../../content/applications/productivity/studio/how_to/reports.rst:67 +#: ../../content/applications/productivity/studio/views.rst:31 +msgid "General views" +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:34 +#: ../../content/applications/productivity/studio/views.rst:97 +#: ../../content/applications/productivity/studio/views.rst:195 +#: ../../content/applications/productivity/studio/views.rst:311 msgid "" -"Actions in Odoo Studio can be undone until you *Close* the toolbox. Once you" -" have closed Studio, changes can not be undone anymore." +"The settings described below are found under the view's :guilabel:`View` tab" +" unless specified otherwise." msgstr "" -#: ../../content/applications/productivity/studio/use_cases.rst:5 -msgid "Use Cases" -msgstr "Використовувати досвід" +#: ../../content/applications/productivity/studio/views.rst:40 +msgid "Form" +msgstr "Форма" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:3 -msgid "Advanced Use Cases: Automated Actions" +#: ../../content/applications/productivity/studio/views.rst:42 +msgid "" +"The :guilabel:`Form` view is used when creating and editing records, such as" +" contacts, sales orders, products, etc." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:5 +#: ../../content/applications/productivity/studio/views.rst:45 msgid "" -"**Case scenario 1: when a Belgian lead is created, a 3-stars priority should" -" be automatically applied.**" +"To structure a form, drag-and-drop the :guilabel:`Tabs and Columns` element " +"found under the :guilabel:`+ Add` tab." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:8 -msgid "Under *Automations*, click on *Create* and set the following rules:" +#: ../../content/applications/productivity/studio/views.rst:47 +#: ../../content/applications/productivity/studio/views.rst:132 +msgid "" +"To prevent users from creating, editing, or deleting records, untick " +":guilabel:`Can Create`, :guilabel:`Can Edit`, or :guilabel:`Can Delete`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:10 -msgid "*Model*: Lead/Opportunity" +#: ../../content/applications/productivity/studio/views.rst:59 +msgid "Activity" +msgstr "Дія" + +#: ../../content/applications/productivity/studio/views.rst:61 +msgid "" +"The :guilabel:`Activity` view is used to schedule and have an overview of " +"activities (emails, calls, etc.) linked to records." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:11 -msgid "*Active*: On" +#: ../../content/applications/productivity/studio/views.rst:65 +msgid "This view can only be modified within Studio by editing the XML code." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:12 -msgid "*Trigger*: On Creation & Update" +#: ../../content/applications/productivity/studio/views.rst:76 +msgid "Search" +msgstr "Пошук" + +#: ../../content/applications/productivity/studio/views.rst:78 +msgid "" +"The :guilabel:`Search` view is added on top of other views to filter, group," +" and search records." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:13 -msgid "*Apply on*: Country > Country Name = Belgium" +#: ../../content/applications/productivity/studio/views.rst:80 +msgid "" +"To add custom :guilabel:`Filters` and structure them using " +":guilabel:`Separators`, go to the :guilabel:`+ Add` tab and drag and drop " +"them under :guilabel:`Filters`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:14 -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:53 -msgid "*Action To Do*: Update the Record" +#: ../../content/applications/productivity/studio/views.rst:82 +msgid "" +"To add an existing field under the search dropdown menu, go to the " +":guilabel:`+ Add` tab and drag-and-drop it under :guilabel:`Autocompletion " +"Fields`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:15 -msgid "*Data to Write*: Lead/Opportunity > Value > 3" +#: ../../content/applications/productivity/studio/views.rst:94 +msgid "Multiple records views" +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:103 +msgid "Kanban" +msgstr "Канбан" + +#: ../../content/applications/productivity/studio/views.rst:105 +msgid "" +"The :guilabel:`Kanban` view is often used to support business flows by " +"moving records across stages or as an alternative way to display records " +"inside *cards*." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:22 +#: ../../content/applications/productivity/studio/views.rst:109 msgid "" -"Check :doc:`this doc ` in order to have another " -"automated action example." +"If the :guilabel:`Kanban` view exists, it is used by default to display data" +" on mobile devices instead of the :ref:`List view `." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:25 -msgid ":doc:`../concepts/understanding_automated_actions`" +#: ../../content/applications/productivity/studio/views.rst:112 +msgid "" +"To prevent users from creating new records, untick :guilabel:`Can Create`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:26 -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:61 -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:138 -#: ../../content/applications/productivity/studio/use_cases/views.rst:28 -msgid ":doc:`../concepts/understanding_general`" +#: ../../content/applications/productivity/studio/views.rst:113 +msgid "" +"To create records directly within the view, in a minimalistic form, enable " +":guilabel:`Quick Create`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:3 -msgid "Advanced Use Cases: Filters and Status Bar" +#: ../../content/applications/productivity/studio/views.rst:115 +msgid "" +"To change the way records are grouped by default, select a new group under " +":guilabel:`Default Group by`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:5 +#: ../../content/applications/productivity/studio/views.rst:127 +msgid "List" +msgstr "Список" + +#: ../../content/applications/productivity/studio/views.rst:129 msgid "" -"**Case scenario 1: on Sales, set a filter on Belgian customers and define it" -" as the default one (the user should still be able to unset the filter).**" +"The :guilabel:`List` view is used to overview many records at once, look for" +" records, and edit simple records." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:8 +#: ../../content/applications/productivity/studio/views.rst:134 msgid "" -"On your customer’s page, use *Filters* > *Add Custom Filter* to group " -"customers by country. Now, under *Favorites*, *Save Current Search* enabling" -" *Use by default* and *Save*." +"To create and edit records directly within the view, select either " +":guilabel:`New record on top` or :guilabel:`New record at the bottom` under " +":guilabel:`Editable`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:15 +#: ../../content/applications/productivity/studio/views.rst:138 msgid "" -"On *Filter Rules* in Studio mode, select the respective filter and enable " -"*Default Filter*." +"This prevents users from opening records in :ref:`Form view " +"` from the :guilabel:`List` view." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:21 +#: ../../content/applications/productivity/studio/views.rst:141 +msgid "To edit several records at once, tick :guilabel:`Enable Mass Editing`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:142 msgid "" -"**Case scenario 2: add a status bar on the product form to manage its life " -"cycle. Set the values: ‘Prototype’, ‘In use’ and ‘Deprecated’. By default, " -"the Kanban view must be grouped by status.**" +"To change the way records are sorted by default, select a field under " +":guilabel:`Sort By`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:26 +#: ../../content/applications/productivity/studio/views.rst:145 msgid "" -"On your product form, *Add a pipeline status bar* and name its values. " -"Status bars are *selection* fields that give you the ability to follow a " -"specific flow. They are useful to show you the progress that has been made." +"To add a drag handle icon to reorder records manually, add an :ref:`Integer " +"field ` with the :guilabel:`Handle` " +"widget." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:28 +#: ../../content/applications/productivity/studio/views.rst:161 +msgid "Map" +msgstr "Карта" + +#: ../../content/applications/productivity/studio/views.rst:163 msgid "" -"On the *Views* menu, access *Kanban* and, under its *View* options, set the " -"*Default Group by* as *Pipeline status bar*." +"The :guilabel:`Map` view is used to display records on a map. For example, " +"it is used in the Field Service app to plan an itinerary between different " +"tasks." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:34 +#: ../../content/applications/productivity/studio/views.rst:167 msgid "" -"Now, open your product form and set the right status for that product. As " -"you move products throughout stages (also through the product’s form), " -"stages are shown in the Kanban view." +"A :ref:`Many2One field ` linked to" +" the *Contact* model is required to activate the view, as the contact " +"address is used to position records on the map." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:38 +#: ../../content/applications/productivity/studio/views.rst:170 msgid "" -"To make modifications in the pipeline status bar, for example, remember to " -"go back to *Form View*." +"To select which kind of contact should be used on the map, select it under " +":guilabel:`Contact Field`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:44 +#: ../../content/applications/productivity/studio/views.rst:172 msgid "" -"**Case scenario 2.a: when a product goes from ‘In use’ to ‘Deprecate’, set " -"its cost to 0€.**" +"To hide the name or the address of the record, tick :guilabel:`Hide name` or" +" :guilabel:`Hide Address`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:46 +#: ../../content/applications/productivity/studio/views.rst:174 msgid "" -"Create an :doc:`automated action " -"<../concepts/understanding_automated_actions>` with the selected values:" +"To add information from other fields, select them under " +":guilabel:`Additional Fields`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:49 -msgid "*Model*: Product Template" +#: ../../content/applications/productivity/studio/views.rst:175 +msgid "" +"To have a route suggested between the different records, tick " +":guilabel:`Enable Routing` and select which field should be used to sort " +"records for the routing." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:50 -msgid "*Trigger*: On Update" +#: ../../content/applications/productivity/studio/views.rst:187 +msgid "Timeline views" msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:51 -msgid "*First Domain*: Pipeline status bar = In use" +#: ../../content/applications/productivity/studio/views.rst:190 +msgid "" +"When you first activate one of the timeline views, you need to select which " +":ref:`Date ` or :ref:`Date & Time " +"` fields on your model should be used" +" to define when the records start and stop in order to display them on the " +"view. You can modify the :guilabel:`Start Date Field` and :guilabel:`Stop " +"Date Field` after activating the view." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:52 -msgid "*Second Domain*: Pipeline status bar = Deprecated" +#: ../../content/applications/productivity/studio/views.rst:201 +msgid "Calendar" +msgstr "Календар" + +#: ../../content/applications/productivity/studio/views.rst:203 +msgid "" +"The :guilabel:`Calendar` view is used to overview and manage records inside " +"a calendar." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:54 -msgid "*Data to Write*: Cost (Product Template) > Value > 0" +#: ../../content/applications/productivity/studio/views.rst:205 +msgid "" +"To create records directly within the view instead of opening the :ref:`Form" +" view `, enable :guilabel:`Quick Create`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:3 -msgid "Advanced Use Cases: Creating Models and Adding Fields" +#: ../../content/applications/productivity/studio/views.rst:209 +msgid "" +"This only works on specific models that can be *quick-created* using only a " +"*name*. However, most models do not support quick creation and open the " +":guilabel:`Form` view to fill in the required fields." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:5 +#: ../../content/applications/productivity/studio/views.rst:213 msgid "" -"**Case scenario 1: on the leads’ form, if the chosen country is France, show" -" a field 'Pay by check?'**" +"To color records on the calendar, select a field under :guilabel:`Color`. " +"All the records sharing the same value for that field are displayed using " +"the same color." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:8 +#: ../../content/applications/productivity/studio/views.rst:217 msgid "" -"On your leads’ form, add a *Related Field* to *Country > Country Name*." +"As the number of colors is limited, the same color can end up being assigned" +" to different values." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:10 +#: ../../content/applications/productivity/studio/views.rst:220 msgid "" -"Now, add a *Checkbox* field and define its invisibility options as *Country*" -" (carefully select the one just created) *> is not = > France.*" +"To display events lasting the whole day at the top of the calendar, select a" +" :ref:`Checkbox field ` that specifies" +" if the event lasts the whole day." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:11 -msgid "You can now hide the related field created (*Country*) if you wish." +#: ../../content/applications/productivity/studio/views.rst:223 +msgid "" +"To choose the default time scale used to display events, select " +":guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, or :guilabel:`Year` " +"under :guilabel:`Default Display Mode`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:19 +#: ../../content/applications/productivity/studio/views.rst:227 msgid "" -"Another approach is to use the country’s ID. To do so, go to " -":menuselection:`Contacts --> Configuration --> Countries`, select France " -"(for example), and on the URL check its *ID*." +"You can also use :guilabel:`Delay Field` to display the duration of the " +"event in hours by selecting a :ref:`Decimal ` or :ref:`Integer ` " +"field on the model which specifies the duration of the event. However, if " +"you set an :guilabel:`End Date Field`, the :guilabel:`Delay Field` will not " +"be taken into account." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:21 +#: ../../content/applications/productivity/studio/views.rst:242 +msgid "Cohort" +msgstr "Когорта" + +#: ../../content/applications/productivity/studio/views.rst:244 msgid "" -"The related field invisibility path should now be *Country* (carefully " -"select the one just created) *> is not = > 75*." +"The :guilabel:`Cohort` view is used to examine the life cycle of records " +"over a time period. For example, it is used in the Subscriptions app to view" +" the subscriptions' retention rate." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:22 -msgid "Again, hide the related field with the country’s ID if you prefer." +#: ../../content/applications/productivity/studio/views.rst:247 +msgid "" +"To display a measure (i.e., the aggregated value of a given field) by " +"default on the view, select a :guilabel:`Measure Field`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:28 +#: ../../content/applications/productivity/studio/views.rst:249 msgid "" -"**Case scenario 2: create a model called 'Properties' and add fields called:" -" company, value, name, address, active, image.**" +"To choose which time interval is used by default to group results, select " +":guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, or :guilabel:`Year` " +"under :guilabel:`Interval`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:31 +#: ../../content/applications/productivity/studio/views.rst:251 msgid "" -"From the dashboard, (optionally) start a new module. Then, click on *Edit " -"Menu* and start a *New Menu* (model). Set your menu name and *Confirm*. Now," -" on its form, drag & drop the necessary fields." +"To change the cohort :guilabel:`Mode`, select either :guilabel:`Retention` " +":dfn:`the percentage of records staying over a period of time, it starts at " +"100% and decreases with time` or :guilabel:`Churn` :dfn:`the percentage of " +"records moving out over a period of time - it starts at 0% and increases " +"with time`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:39 +#: ../../content/applications/productivity/studio/views.rst:255 msgid "" -"**Case scenario 2.a: now, you would like to have a model called 'Regions' to" -" which each property must be linked. And, on 'Regions', you would like to " -"see the properties for each region.**" +"To change the way the :guilabel:`Timeline` (i.e., the columns) progresses, " +"select either :guilabel:`Forward` (from 0 to +15) or :guilabel:`Backward` " +"(from -15 to 0). For most purposes, the :guilabel:`Forward` timeline is " +"used." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:43 +#: ../../content/applications/productivity/studio/views.rst:268 +msgid "Gantt" +msgstr "Діаграма Ґанта" + +#: ../../content/applications/productivity/studio/views.rst:270 msgid "" -"Go to *Edit Menu > New Menu* and create your menu, calling it *Regions*. Add" -" the necessary fields on its form by dragging & dropping them." +"The :guilabel:`Gantt` view is used to forecast and examine the overall " +"progress of records. Records are represented by a bar under a time scale." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:45 +#: ../../content/applications/productivity/studio/views.rst:273 msgid "" -"Now, in the form view of *Properties*, add a *Many2one* field with a " -"relation to your model *Region*." +"To prevent users from creating or editing records, untick :guilabel:`Can " +"Create` or :guilabel:`Can Edit`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:48 +#: ../../content/applications/productivity/studio/views.rst:275 msgid "" -"The *Existing Fields* are the ones that are on the current model but not yet" -" in the view." +"To fill cells in gray whenever a record should not be created there (e.g., " +"on weekends for employees), tick :guilabel:`Display Unavailability`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:60 +#: ../../content/applications/productivity/studio/views.rst:279 msgid "" -"Now, go to the model *Regions*, select the form view, and add a status " -"button selecting *Regions (Properties)* as your relational field." +"The underlying model must support this feature, and support for it cannot be" +" added using Studio. It is supported for the Project, Time Off, Planning, " +"and Manufacturing apps." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:62 +#: ../../content/applications/productivity/studio/views.rst:282 +msgid "To show a total row at the bottom, tick :guilabel:`Display Total row`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:283 msgid "" -"*Status buttons* are computed fields, meaning that they count the numbers of" -" records on the related model, and allow you to access them." +"To collapse multiple records in a single row, tick :guilabel:`Collapse First" +" Level`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:69 +#: ../../content/applications/productivity/studio/views.rst:284 msgid "" -"When searching for relations, click on *Search more* and filter it by " -"*Custom*. This way you avoid creating duplicates." +"To choose which way records are grouped by default on rows (e.g., per " +"employee or project), select a field under :guilabel:`Default Group by`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:76 +#: ../../content/applications/productivity/studio/views.rst:286 msgid "" -"**Case scenario 2.b: in the model 'Properties', show all the tags as " -"checkboxes instead of tags.**" +"To define a default time scale to view records, select :guilabel:`Day`, " +":guilabel:`Week`, :guilabel:`Month`, or :guilabel:`Year` under " +":guilabel:`Default Scale`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:78 +#: ../../content/applications/productivity/studio/views.rst:288 msgid "" -"Once the field *Tags* is added to the form, select it and, under its " -"*Properties > Widgets*, choose *Checkboxes*." +"To color records on the view, select a field under :guilabel:`Color`. All " +"the records sharing the same value for that field are displayed using the " +"same color." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:85 +#: ../../content/applications/productivity/studio/views.rst:292 msgid "" -"**Case scenario 3: on the leads’ form, add a selection field with the " -"values:'Tags' & 'List' & 'Checkboxes'. According to the value of the field, " -"show tags as many2many_tags, many2many_radio, or many2many(_list).**" +"As the number of colors is limited, the same color can be assigned to " +"different values." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:89 +#: ../../content/applications/productivity/studio/views.rst:294 msgid "" -"In your form view, add a *Tags* field and relate it to *Partners Tag*. Under" -" *Properties*, define its *Widget* as *Many2many*. Do the same process " -"another 2 times for *Checkboxes* and *Tags*." +"To specify with which degree of precision each time scale should be divided " +"by, select :guilabel:`Quarter Hour`, :guilabel:`Half Hour`, or " +":guilabel:`Hour` under :guilabel:`Day Precision`, :guilabel:`Half Day` or " +":guilabel:`Day` under :guilabel:`Week Precision`, and :guilabel:`Month " +"Precision`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:96 -msgid "Now, add a *Selection* field and the necessary values." +#: ../../content/applications/productivity/studio/views.rst:308 +msgid "Reporting views" msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:99 +#: ../../content/applications/productivity/studio/views.rst:317 +msgid "Pivot" +msgstr "Зведена таблиця" + +#: ../../content/applications/productivity/studio/views.rst:319 msgid "" -"Continue by selecting your *Tags* fields, one by one, to set their " -"*Invisible* options according to their *Widget*. In the example below, the " -"invisibility rule for the *Partner Tags* is set as: *Select Tag type > is " -"not = > Tags.*" +"The :guilabel:`Pivot` view is used to explore and analyze the data contained" +" in records in an interactive manner. It is especially useful to aggregate " +"numeric data, create categories, and drill down the data by expanding and " +"collapsing different levels of data." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:105 +#: ../../content/applications/productivity/studio/views.rst:323 msgid "" -"**Case scenario 4: on a quotation’s form, add a selection field called " -"'Manager Validation' with the values: ‘Accepted’ and ‘Refused’. Only a sales" -" manager can see it, and the field should be set as mandatory if the untaxed" -" amount is higher than 500€.**" +"To access all records whose data is aggregated under a cell, tick " +":guilabel:`Access records from cell`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:109 +#: ../../content/applications/productivity/studio/views.rst:325 msgid "" -"On your quotation form, add a *Selection* field with the values *Accepted* " -"and *Refused*. Set its *Required* condition as *Untaxed Amount > 500* and " -"the *Limit visibility to groups* as *Sales / Administrator* or managers." +"To divide the data into different categories, select field(s) under " +":guilabel:`Column grouping`, :guilabel:`Row grouping - First level`, or " +":guilabel:`Row grouping - Second level`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:117 -msgid "**Case scenario 5: change the tooltip of a field for all views.**" +#: ../../content/applications/productivity/studio/views.rst:327 +msgid "" +"To add different types of data to be measured using the view, select a field" +" under :guilabel:`Measures`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:119 -msgid "Activate the :ref:`developer mode ` and open Studio." +#: ../../content/applications/productivity/studio/views.rst:329 +msgid "" +"To display a count of records that made up the aggregated data in a cell, " +"tick :guilabel:`Display count`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:122 +#: ../../content/applications/productivity/studio/views.rst:341 +msgid "Graph" +msgstr "Графік" + +#: ../../content/applications/productivity/studio/views.rst:343 msgid "" -"Select the necessary field and, under *Properties*, click on *More* to write" -" your tooltip message on *Field Help*. The tooltip message is the " -"explanatory message shown when the user hovers the field. The message here " -"written is displayed on all views forms where the field is added." +"The :guilabel:`Graph` view is used to showcase data from records in a bar, " +"line, or pie chart." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:129 +#: ../../content/applications/productivity/studio/views.rst:345 msgid "" -"The *Field Help* message can only be applied to *new* fields. If you would " -"like to change/apply a tooltip for a specific field, use the *Help Tooltip* " -"option under *Properties*." +"To change the default chart, select :guilabel:`Bar`, :guilabel:`Line`, or " +":guilabel:`Pie` under :guilabel:`Type`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/views.rst:3 -msgid "Advanced Use Cases: Views" +#: ../../content/applications/productivity/studio/views.rst:347 +msgid "" +"To choose a default data dimension (category), select a field under " +":guilabel:`First dimension` and, if needed, another under :guilabel:`Second " +"dimension`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/views.rst:5 +#: ../../content/applications/productivity/studio/views.rst:349 msgid "" -"**Case scenario 1: in Sales, show orders in a Kanban View instead of a List " -"View.**" +"To select a default type of data to be measured using the view, select a " +"field under :guilabel:`Measure`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/views.rst:7 +#: ../../content/applications/productivity/studio/views.rst:351 msgid "" -"From the Sales page, access Studio and, under *Views*, set the *Kanban* " -"option as the default one." +"*For Bar and Line charts only*: To sort the different data categories by " +"their value, select :guilabel:`Ascending` (from lowest to highest value) or " +":guilabel:`Descending` (from highest to lowest) under :guilabel:`Sorting`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/views.rst:14 +#: ../../content/applications/productivity/studio/views.rst:354 msgid "" -"**Case scenario 2: allow for the list of leads to be edited inline without " -"having to switch to the form view.**" +"*For Bar and Pie charts only*: To access all records whose data is " +"aggregated under a data category on the chart, tick :guilabel:`Access " +"records from graph`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/views.rst:19 +#: ../../content/applications/productivity/studio/views.rst:356 msgid "" -"On the *List View*, under *View* > *Editable*, choose between *New record on" -" top* or *New record at the bottom*. This way, besides defining the order in" -" which new records are displayed in the view, you are able to edit them." +"*For Bar charts only*: When using two data dimensions (categories), display " +"the two columns on top of each other by default by ticking " +":guilabel:`Stacked graph`." msgstr "" -#: ../../content/applications/productivity/studio/use_cases/views.rst:21 +#: ../../content/applications/productivity/studio/views.rst:368 +msgid "Dashboard" +msgstr "Панель приладів" + +#: ../../content/applications/productivity/studio/views.rst:370 msgid "" -"If the field is left blank, no editing is possible and records are shown " -"based on your column preferences on the lead's page (front-end)." +"The :guilabel:`Dashboard` view is used to display multiple reporting views " +"and key performance indicators. Which elements are displayed on the view " +"depends on the configuration of the other reporting views." msgstr "" diff --git a/locale/zh_CN/LC_MESSAGES/administration.po b/locale/zh_CN/LC_MESSAGES/administration.po index 6ff8e1feb..a0a9a96c5 100644 --- a/locale/zh_CN/LC_MESSAGES/administration.po +++ b/locale/zh_CN/LC_MESSAGES/administration.po @@ -19,15 +19,16 @@ # Martin Trigaux, 2022 # diaojiaolou <124412206@qq.com>, 2022 # Jeana Jiang, 2022 +# Emily Jia , 2022 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-07-22 09:36+0000\n" +"POT-Creation-Date: 2022-09-01 15:11+0000\n" "PO-Revision-Date: 2022-03-18 14:59+0000\n" -"Last-Translator: Jeana Jiang, 2022\n" +"Last-Translator: Emily Jia , 2022\n" "Language-Team: Chinese (China) (https://www.transifex.com/odoo/teams/41243/zh_CN/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -257,8 +258,8 @@ msgstr "" #: ../../content/administration/install/deploy.rst:76 #: ../../content/administration/install/install.rst:338 -#: ../../content/administration/install/install.rst:514 -#: ../../content/administration/install/install.rst:698 +#: ../../content/administration/install/install.rst:525 +#: ../../content/administration/install/install.rst:720 msgid "PostgreSQL" msgstr "PostgreSQL" @@ -1387,7 +1388,7 @@ msgid "Odoo will automatically be started at the end of the installation." msgstr "Odoo将在安装结束时自动启动。" #: ../../content/administration/install/install.rst:105 -#: ../../content/administration/install/install.rst:433 +#: ../../content/administration/install/install.rst:444 msgid "Linux" msgstr "Linux" @@ -1406,8 +1407,8 @@ msgstr "" #: ../../content/administration/install/install.rst:113 #: ../../content/administration/install/install.rst:186 #: ../../content/administration/install/install.rst:313 -#: ../../content/administration/install/install.rst:492 -#: ../../content/administration/install/install.rst:676 +#: ../../content/administration/install/install.rst:503 +#: ../../content/administration/install/install.rst:698 msgid "Prepare" msgstr "准备" @@ -1424,8 +1425,8 @@ msgstr "" #: ../../content/administration/install/install.rst:123 #: ../../content/administration/install/install.rst:198 #: ../../content/administration/install/install.rst:380 -#: ../../content/administration/install/install.rst:566 -#: ../../content/administration/install/install.rst:748 +#: ../../content/administration/install/install.rst:577 +#: ../../content/administration/install/install.rst:770 msgid "" "`wkhtmltopdf` is not installed through **pip** and must be installed " "manually in version `0.12.5 `_ for it to " @@ -1581,73 +1582,73 @@ msgid "" msgstr "最后，它提供了对系统设置的更大控制，并允许更轻松地并排保存（和运行）多个版本的Odoo。" #: ../../content/administration/install/install.rst:257 -#: ../../content/administration/install/install.rst:436 -#: ../../content/administration/install/install.rst:620 +#: ../../content/administration/install/install.rst:447 +#: ../../content/administration/install/install.rst:642 msgid "Fetch the sources" msgstr "获取源" #: ../../content/administration/install/install.rst:259 -#: ../../content/administration/install/install.rst:438 -#: ../../content/administration/install/install.rst:622 +#: ../../content/administration/install/install.rst:449 +#: ../../content/administration/install/install.rst:644 msgid "" "There are two ways to obtain the source code of Odoo: as a zip **archive** " "or through **git**." msgstr "有两种方法可以获得Odoo的源代码：作为zip **archive **通** git**。" #: ../../content/administration/install/install.rst:262 -#: ../../content/administration/install/install.rst:441 -#: ../../content/administration/install/install.rst:625 +#: ../../content/administration/install/install.rst:452 +#: ../../content/administration/install/install.rst:647 msgid "Archive" msgstr "存档" #: ../../content/administration/install/install.rst:264 -#: ../../content/administration/install/install.rst:443 -#: ../../content/administration/install/install.rst:627 +#: ../../content/administration/install/install.rst:454 +#: ../../content/administration/install/install.rst:649 msgid "Community Edition:" msgstr "(社区版)" #: ../../content/administration/install/install.rst:266 #: ../../content/administration/install/install.rst:272 -#: ../../content/administration/install/install.rst:445 -#: ../../content/administration/install/install.rst:451 -#: ../../content/administration/install/install.rst:629 -#: ../../content/administration/install/install.rst:635 +#: ../../content/administration/install/install.rst:456 +#: ../../content/administration/install/install.rst:462 +#: ../../content/administration/install/install.rst:651 +#: ../../content/administration/install/install.rst:657 msgid "`Official download page `_" msgstr "`官方下载页面`_" #: ../../content/administration/install/install.rst:267 -#: ../../content/administration/install/install.rst:446 -#: ../../content/administration/install/install.rst:630 +#: ../../content/administration/install/install.rst:457 +#: ../../content/administration/install/install.rst:652 msgid "`GitHub repository `_" msgstr "`GitHub repository `_" #: ../../content/administration/install/install.rst:268 -#: ../../content/administration/install/install.rst:447 -#: ../../content/administration/install/install.rst:631 +#: ../../content/administration/install/install.rst:458 +#: ../../content/administration/install/install.rst:653 msgid "`Nightly server `_" msgstr "“夜间服务器”_" #: ../../content/administration/install/install.rst:270 -#: ../../content/administration/install/install.rst:449 -#: ../../content/administration/install/install.rst:633 +#: ../../content/administration/install/install.rst:460 +#: ../../content/administration/install/install.rst:655 msgid "Enterprise Edition:" msgstr "（企业版）" #: ../../content/administration/install/install.rst:273 -#: ../../content/administration/install/install.rst:452 -#: ../../content/administration/install/install.rst:636 +#: ../../content/administration/install/install.rst:463 +#: ../../content/administration/install/install.rst:658 msgid "`GitHub repository `_" msgstr "`GitHub repository `_" #: ../../content/administration/install/install.rst:278 -#: ../../content/administration/install/install.rst:457 -#: ../../content/administration/install/install.rst:641 +#: ../../content/administration/install/install.rst:468 +#: ../../content/administration/install/install.rst:663 msgid "Git" msgstr "Git" #: ../../content/administration/install/install.rst:280 -#: ../../content/administration/install/install.rst:459 -#: ../../content/administration/install/install.rst:643 +#: ../../content/administration/install/install.rst:470 +#: ../../content/administration/install/install.rst:665 msgid "" "The following requires `Git `_ to be installed on your machine and " "that you have basic knowledge of Git commands. To clone a Git repository, " @@ -1661,8 +1662,8 @@ msgstr "" " started` 开发者教程，或计划投稿Odoo源代码，请选择 SSH。" #: ../../content/administration/install/install.rst:287 -#: ../../content/administration/install/install.rst:466 -#: ../../content/administration/install/install.rst:650 +#: ../../content/administration/install/install.rst:477 +#: ../../content/administration/install/install.rst:672 msgid "" "**The Enterprise Git repository does not contain the full Odoo source " "code**. It is only a collection of extra add-ons. The main server code is in" @@ -1678,20 +1679,20 @@ msgstr "" " Odoo 企业版安装。" #: ../../content/administration/install/install.rst:296 -#: ../../content/administration/install/install.rst:475 -#: ../../content/administration/install/install.rst:659 +#: ../../content/administration/install/install.rst:486 +#: ../../content/administration/install/install.rst:681 msgid "Clone with HTTPS" msgstr "使用HTTPS克隆" #: ../../content/administration/install/install.rst:303 -#: ../../content/administration/install/install.rst:482 -#: ../../content/administration/install/install.rst:666 +#: ../../content/administration/install/install.rst:493 +#: ../../content/administration/install/install.rst:688 msgid "Clone with SSH" msgstr "使用SSH克隆" #: ../../content/administration/install/install.rst:316 -#: ../../content/administration/install/install.rst:495 -#: ../../content/administration/install/install.rst:679 +#: ../../content/administration/install/install.rst:506 +#: ../../content/administration/install/install.rst:701 msgid "Python" msgstr "Python" @@ -1712,16 +1713,16 @@ msgid "" msgstr "在安装过程中，选中“ ** Python 3 添加到 PATH**”，然后单击“ **定义安** ”并确保选中“**pip**”。" #: ../../content/administration/install/install.rst:324 -#: ../../content/administration/install/install.rst:500 -#: ../../content/administration/install/install.rst:684 +#: ../../content/administration/install/install.rst:511 +#: ../../content/administration/install/install.rst:706 msgid "" "If Python 3 is already installed, make sure that the version is 3.7 or " "above, as previous versions are not compatible with Odoo." msgstr "如果已经安装了Python 3，请确保版本为3.7或更高版本，因为以前的版本与Odoo不兼容。" #: ../../content/administration/install/install.rst:331 -#: ../../content/administration/install/install.rst:507 -#: ../../content/administration/install/install.rst:691 +#: ../../content/administration/install/install.rst:518 +#: ../../content/administration/install/install.rst:713 msgid "Verify also that pip_ is installed for this version." msgstr "还要验证是否为此版本安装了pip_。" @@ -1735,8 +1736,8 @@ msgstr "" "”_（支持的版本：10.0 及更高版本）。" #: ../../content/administration/install/install.rst:343 -#: ../../content/administration/install/install.rst:525 -#: ../../content/administration/install/install.rst:708 +#: ../../content/administration/install/install.rst:536 +#: ../../content/administration/install/install.rst:730 msgid "" "By default, the only user is `postgres` but Odoo forbids connecting as " "`postgres`, so you need to create a new PostgreSQL user:" @@ -1784,8 +1785,8 @@ msgid "" msgstr "打开“权限”选项卡，将“可以登录？”切换为“是”，将“创建数据库？”切换为“是”。" #: ../../content/administration/install/install.rst:359 -#: ../../content/administration/install/install.rst:537 -#: ../../content/administration/install/install.rst:720 +#: ../../content/administration/install/install.rst:548 +#: ../../content/administration/install/install.rst:742 msgid "Dependencies" msgstr "相关性" @@ -1802,16 +1803,16 @@ msgstr "" "studio-2019>的生成工具”。`_." msgstr "下载并安装 `nodejs `_。" #: ../../content/administration/install/install.rst:389 -#: ../../content/administration/install/install.rst:575 -#: ../../content/administration/install/install.rst:757 +#: ../../content/administration/install/install.rst:586 +#: ../../content/administration/install/install.rst:779 msgid "Install `rtlcss`:" msgstr "安装 `rtlcss`：" @@ -1852,14 +1853,14 @@ msgstr "" "编辑系统环境的变量“PATH”以添加“rtlcss.cmd”所在的文件夹（通常为：“C：\\\\Users\\\\\\\\AppData\\\\Roaming\\\\npm\\\\”）。" #: ../../content/administration/install/install.rst:399 -#: ../../content/administration/install/install.rst:582 -#: ../../content/administration/install/install.rst:764 +#: ../../content/administration/install/install.rst:593 +#: ../../content/administration/install/install.rst:786 msgid "Running Odoo" msgstr "运行 Odoo" #: ../../content/administration/install/install.rst:401 -#: ../../content/administration/install/install.rst:584 -#: ../../content/administration/install/install.rst:766 +#: ../../content/administration/install/install.rst:595 +#: ../../content/administration/install/install.rst:788 msgid "" "Once all dependencies are set up, Odoo can be launched by running `odoo-" "bin`, the command-line interface of the server. It is located at the root of" @@ -1867,8 +1868,8 @@ msgid "" msgstr "一旦设置了所有依赖项，就可以通过运行服务器的命令行界面“odoo-bin”来启动Odoo。它位于Odoo社区目录的根目录。" #: ../../content/administration/install/install.rst:404 -#: ../../content/administration/install/install.rst:587 -#: ../../content/administration/install/install.rst:769 +#: ../../content/administration/install/install.rst:598 +#: ../../content/administration/install/install.rst:791 msgid "" "To configure the server, you can either specify :ref:`command-line arguments" " ` or a :ref:`configuration file " @@ -1878,8 +1879,8 @@ msgstr "" "`。" #: ../../content/administration/install/install.rst:407 -#: ../../content/administration/install/install.rst:590 -#: ../../content/administration/install/install.rst:772 +#: ../../content/administration/install/install.rst:601 +#: ../../content/administration/install/install.rst:794 msgid "" "For the Enterprise edition, you must add the path to the `enterprise` addons" " to the `addons-path` argument. Note that it must come before the other " @@ -1887,8 +1888,8 @@ msgid "" msgstr "对于企业版，必须将“企业”插件的路径添加到“插件路径”参数中。请注意，它必须位于“插件路径”中的其他路径之前，才能正确加载插件。" #: ../../content/administration/install/install.rst:411 -#: ../../content/administration/install/install.rst:594 -#: ../../content/administration/install/install.rst:776 +#: ../../content/administration/install/install.rst:605 +#: ../../content/administration/install/install.rst:798 msgid "Common necessary configurations are:" msgstr "常见的必要配置有：" @@ -1897,14 +1898,14 @@ msgid "PostgreSQL user and password." msgstr "PostgreSQL 用户和密码。" #: ../../content/administration/install/install.rst:414 -#: ../../content/administration/install/install.rst:599 -#: ../../content/administration/install/install.rst:781 +#: ../../content/administration/install/install.rst:610 +#: ../../content/administration/install/install.rst:803 msgid "Custom addon paths beyond the defaults, to load your own modules." msgstr "超出默认值的自定义插件路径，以加载您自己的模块。" #: ../../content/administration/install/install.rst:416 -#: ../../content/administration/install/install.rst:601 -#: ../../content/administration/install/install.rst:783 +#: ../../content/administration/install/install.rst:612 +#: ../../content/administration/install/install.rst:805 msgid "A typical way to run the server would be:" msgstr "运行服务器的典型方法是：" @@ -1912,40 +1913,67 @@ msgstr "运行服务器的典型方法是：" msgid "" "Where `CommunityPath` is the path of the Odoo Community installation, " "`dbuser` is the PostgreSQL login, `dbpassword` is the PostgreSQL password " -"and `mydb` is the default database to serve on `localhost:8069`." +"and `mydb` is the name of the PostgreSQL database." msgstr "" -"其中“CommunityPath”是Odoo社区安装的路径，“dbuser”是PostgreSQL登录名，“dbpassword”是PostgreSQL密码，“mydb”是“localhost：8069”上的默认数据库。" -#: ../../content/administration/install/install.rst:428 -#: ../../content/administration/install/install.rst:612 -#: ../../content/administration/install/install.rst:799 -msgid ":doc:`The exhaustive list of arguments for odoo-bin `." -msgstr "doc:`odoo-bin的详尽参数列表`。" +#: ../../content/administration/install/install.rst:427 +#: ../../content/administration/install/install.rst:622 +#: ../../content/administration/install/install.rst:820 +msgid "" +"After the server has started (the INFO log `odoo.modules.loading: Modules " +"loaded.` is printed), open http://localhost:8069 in your web browser and log" +" in with the base administrator account: Use `admin` for the " +":guilabel:`Email` and, again, `admin` for the :guilabel:`Password`. That's " +"it, you just logged into your own Odoo database!" +msgstr "" -#: ../../content/administration/install/install.rst:497 +#: ../../content/administration/install/install.rst:433 +#: ../../content/administration/install/install.rst:628 +#: ../../content/administration/install/install.rst:826 +msgid "" +"From there, you can create and manage new :doc:`users " +"`." +msgstr "" + +#: ../../content/administration/install/install.rst:435 +#: ../../content/administration/install/install.rst:630 +#: ../../content/administration/install/install.rst:828 +msgid "" +"The user account you use to log into Odoo's web interface differs from the " +":option:`--db_user ` CLI argument." +msgstr "" + +#: ../../content/administration/install/install.rst:439 +#: ../../content/administration/install/install.rst:634 +#: ../../content/administration/install/install.rst:832 +msgid "" +":doc:`The exhaustive list of CLI arguments for odoo-bin `." +msgstr "" + +#: ../../content/administration/install/install.rst:508 msgid "" "Odoo requires Python 3.7 or later to run. Use your package manager to " "download and install Python 3 on your machine if it is not already done." msgstr "Odoo需要Python 3.7或更高版本才能运行。使用包管理器在计算机上下载并安装 Python 3（如果尚未完成）。" -#: ../../content/administration/install/install.rst:516 +#: ../../content/administration/install/install.rst:527 msgid "" "Odoo uses PostgreSQL as database management system. Use your package manager" " to download and install PostgreSQL (supported version: 10.0 and later)." msgstr "Odoo使用PostgreSQL作为数据库管理系统。使用包管理器下载并安装 PostgreSQL（支持的版本：10.0 及更高版本）。" -#: ../../content/administration/install/install.rst:519 +#: ../../content/administration/install/install.rst:530 msgid "On Debian/Unbuntu, it can be achieved by executing the following:" msgstr "在 Debian/Unbuntu 上，可以通过执行以下命令来实现：" -#: ../../content/administration/install/install.rst:533 -#: ../../content/administration/install/install.rst:716 +#: ../../content/administration/install/install.rst:544 +#: ../../content/administration/install/install.rst:738 msgid "" "Because your PostgreSQL user has the same name as your Unix login, you will " "be able to connect to the database without password." msgstr "由于您的PostgreSQL用户与您的Unix登录名同名，因此您将能够在没有密码的情况下连接到数据库。" -#: ../../content/administration/install/install.rst:539 +#: ../../content/administration/install/install.rst:550 msgid "" "For libraries using native code, it is necessary to install development " "tools and native dependencies before the Python dependencies of Odoo. They " @@ -1954,25 +1982,25 @@ msgid "" msgstr "" "对于使用原生代码的库，有必要在Odoo的Python依赖之前安装开发工具和原生依赖项。它们可用于Python，PostgreSQL，libxml2，libxslt1，libevent，libsasl2和libldap2的`-dev`或`-devel`包。" -#: ../../content/administration/install/install.rst:543 +#: ../../content/administration/install/install.rst:554 msgid "" "On Debian/Unbuntu, the following command should install all the required " "libraries:" msgstr "在 Debian/Unbuntu 上，以下命令应该安装所有必需的库：" -#: ../../content/administration/install/install.rst:557 -#: ../../content/administration/install/install.rst:728 +#: ../../content/administration/install/install.rst:568 +#: ../../content/administration/install/install.rst:750 msgid "" "Navigate to the path of your Odoo Community installation (`CommunityPath`) " "and run **pip** on the requirements file:" msgstr "导航到 Odoo 社区安装的路径（“CommunityPath”），并在需求文件上运行 **pip**：" -#: ../../content/administration/install/install.rst:574 +#: ../../content/administration/install/install.rst:585 msgid "Download and install **nodejs** and **npm** with your package manager." msgstr "使用包管理器下载并安装 **nodejs** 和 **npm**。" -#: ../../content/administration/install/install.rst:596 -#: ../../content/administration/install/install.rst:778 +#: ../../content/administration/install/install.rst:607 +#: ../../content/administration/install/install.rst:800 msgid "" "PostgreSQL user and password. Odoo has no defaults beyond `psycopg2's " "defaults `_: connects over a UNIX" @@ -1981,18 +2009,18 @@ msgstr "" "PostgreSQL " "用户和密码。Odoo除了“psycopg2的默认值”_之外没有默认值：通过端口“5432”上的UNIX套接字与当前用户连接，没有密码。" -#: ../../content/administration/install/install.rst:608 -#: ../../content/administration/install/install.rst:790 +#: ../../content/administration/install/install.rst:619 +#: ../../content/administration/install/install.rst:812 msgid "" "Where `CommunityPath` is the path of the Odoo Community installation and " -"`mydb` is the default database to serve on `localhost:8069`." -msgstr "其中“CommunityPath”是Odoo社区安装的路径，“mydb”是“localhost：8069”上提供的默认数据库。" +"`mydb` is the name of the PostgreSQL database." +msgstr "" -#: ../../content/administration/install/install.rst:617 +#: ../../content/administration/install/install.rst:639 msgid "Mac OS" msgstr "Mac OS" -#: ../../content/administration/install/install.rst:681 +#: ../../content/administration/install/install.rst:703 msgid "" "Odoo requires Python 3.7 or later to run. Use your preferred package manager" " (homebrew_, macports_) to download and install Python 3 on your machine if " @@ -2001,7 +2029,7 @@ msgstr "" "Odoo需要Python 3.7或更高版本才能运行。使用首选的包管理器（homebrew_、macports_）在计算机上下载并安装 Python " "3（如果尚未完成）。" -#: ../../content/administration/install/install.rst:700 +#: ../../content/administration/install/install.rst:722 msgid "" "Odoo uses PostgreSQL as database management system. Use `postgres.app " "`_ to download and install PostgreSQL (supported " @@ -2010,7 +2038,7 @@ msgstr "" "Odoo使用PostgreSQL作为数据库管理系统。使用`postgres.app " "`_下载并安装PostgreSQL（支持的版本：10.0及更高版本）。" -#: ../../content/administration/install/install.rst:704 +#: ../../content/administration/install/install.rst:726 msgid "" "To make the command line tools bundled with `postgres.app` available, make " "sure to setup your `$PATH` variable by following the `Postgres.app CLI Tools" @@ -2019,31 +2047,31 @@ msgstr "" "要使与 `postgres.app` 捆绑在一起的命令行工具可用，请确保按照 `Postgres.app CLI工具说明 " "`_设置您的 `$PATH` 变量。" -#: ../../content/administration/install/install.rst:737 +#: ../../content/administration/install/install.rst:759 msgid "Non-Python dependencies need to be installed with a package manager:" msgstr "非Python依赖项需要与包管理器一起安装：" -#: ../../content/administration/install/install.rst:739 +#: ../../content/administration/install/install.rst:761 msgid "Download and install the **Command Line Tools**:" msgstr "下载并安装命令行工** ：" -#: ../../content/administration/install/install.rst:745 +#: ../../content/administration/install/install.rst:767 msgid "" "Download and install the package manager of your choice (homebrew_, " "macports_)." msgstr "下载并安装您选择的软件包管理器（homebrew_、macports_）。" -#: ../../content/administration/install/install.rst:746 +#: ../../content/administration/install/install.rst:768 msgid "Install non-python dependencies." msgstr "安装非 python 依赖项。" -#: ../../content/administration/install/install.rst:756 +#: ../../content/administration/install/install.rst:778 msgid "" "Download and install **nodejs** with your preferred package manager " "(homebrew_, macports_)." msgstr "使用您的首选包管理器下载并安** nodejs**（homebrew_，macports_）。" -#: ../../content/administration/install/install.rst:794 +#: ../../content/administration/install/install.rst:816 msgid "" "Some versions of python on Mac might lead to the following error message: " "`current limit exceeds maximum limit`. In that case, add the following " @@ -2052,12 +2080,12 @@ msgstr "" "Mac上某些版本的python可能会导致以下错误消息：`限流超出最大限制`。在这种情况下，添加以下参数 `--limit-memory-hard 0` " "以避免该问题。" -#: ../../content/administration/install/install.rst:804 +#: ../../content/administration/install/install.rst:837 #: ../../content/administration/maintain/update.rst:147 msgid "Docker" msgstr "Docker" -#: ../../content/administration/install/install.rst:806 +#: ../../content/administration/install/install.rst:839 msgid "" "The full documentation on how to use Odoo with Docker can be found on the " "official Odoo `docker image `_ page." @@ -2846,7 +2874,7 @@ msgstr "" #: ../../content/administration/maintain/google_oauth.rst:3 msgid "Connect Gmail to Odoo using Google OAuth" -msgstr "" +msgstr "使用谷歌OAuth连接Gmail到Odoo" #: ../../content/administration/maintain/google_oauth.rst:5 msgid "" @@ -2907,7 +2935,7 @@ msgstr "" #: ../../content/administration/maintain/google_oauth.rst:42 msgid "Edit app registration" -msgstr "" +msgstr "编辑应用程序注册" #: ../../content/administration/maintain/google_oauth.rst:44 msgid "" @@ -3022,7 +3050,7 @@ msgstr "" #: ../../content/administration/maintain/google_oauth.rst:98 msgid "Configure outgoing email server" -msgstr "" +msgstr "配置邮件外发服务器" #: ../../content/administration/maintain/google_oauth.rst:100 msgid "" @@ -3071,11 +3099,11 @@ msgstr "" #: ../../content/administration/maintain/google_oauth.rst:131 msgid "Google OAuth FAQ" -msgstr "" +msgstr "谷歌OAuth常见问题解答" #: ../../content/administration/maintain/google_oauth.rst:134 msgid "Production VS Testing Publishing Status" -msgstr "" +msgstr "生产VS测试发布状态" #: ../../content/administration/maintain/google_oauth.rst:136 msgid "" @@ -3093,13 +3121,13 @@ msgstr "" #: ../../content/administration/maintain/google_oauth.rst:148 msgid "No Test Users Added" -msgstr "" +msgstr "无新增测试用户" #: ../../content/administration/maintain/google_oauth.rst:150 msgid "" "If no test users are added to the OAuth consent screen, then a 403 access " "denied error will populate." -msgstr "" +msgstr "如果没有将测试用户添加到OAuth同意屏幕，则会出现403访问拒绝错误。" #: ../../content/administration/maintain/google_oauth.rst:157 msgid "" @@ -3110,7 +3138,7 @@ msgstr "" #: ../../content/administration/maintain/google_oauth.rst:162 msgid "Gmail Module not updated" -msgstr "" +msgstr "Gmail模块未更新" #: ../../content/administration/maintain/google_oauth.rst:164 msgid "" @@ -3148,7 +3176,7 @@ msgstr "" #: ../../content/administration/maintain/google_oauth.rst:192 msgid "Replace *yourdbname* in the URL with the Odoo database name." -msgstr "" +msgstr "将URL中的 *yourdbname* 替换为Odoo数据库名称。" #: ../../content/administration/maintain/hosting_changes.rst:6 msgid "Change hosting solution" @@ -3301,23 +3329,23 @@ msgstr "" #: ../../content/administration/maintain/hosting_changes.rst:54 msgid "Your subscription number" -msgstr "" +msgstr "您的订阅编号" #: ../../content/administration/maintain/hosting_changes.rst:55 msgid "The URL you want to use for your database (e.g., `example.odoo.com`)" msgstr "" #: ../../content/administration/maintain/hosting_changes.rst:56 -msgid "Which brand you want to migrate" -msgstr "" +msgid "Which branch you want to migrate" +msgstr "您想要迁移哪个分支" #: ../../content/administration/maintain/hosting_changes.rst:57 msgid "In which region you want to be hosted:" -msgstr "" +msgstr "你希望托管在哪个地区:" #: ../../content/administration/maintain/hosting_changes.rst:59 msgid "Americas" -msgstr "" +msgstr "美洲" #: ../../content/administration/maintain/hosting_changes.rst:60 msgid "Europe" @@ -3365,13 +3393,13 @@ msgstr "" #: ../../content/administration/maintain/hosting_changes.rst:80 msgid "Databases are **not reachable** during their migration." -msgstr "" +msgstr "数据库在迁移期间**不可访问**。" #: ../../content/administration/maintain/hosting_changes.rst:81 msgid "" "**If you have time constraints, contact us earlier to schedule the " "transfer**." -msgstr "" +msgstr "**如果您有时间限制，请提前联系我们安排时间**。" #: ../../content/administration/maintain/hosting_changes.rst:84 msgid "From Odoo.sh to on-premises" diff --git a/locale/zh_CN/LC_MESSAGES/finance.po b/locale/zh_CN/LC_MESSAGES/finance.po index 840e8659f..76348e7e4 100644 --- a/locale/zh_CN/LC_MESSAGES/finance.po +++ b/locale/zh_CN/LC_MESSAGES/finance.po @@ -6,7 +6,6 @@ # Translators: # bf2549c5415a9287249cba2b8a5823c7, 2021 # waveyeung , 2021 -# 宣一敏 , 2021 # Felix Yang , 2021 # liulixia , 2021 # John Lin , 2021 @@ -24,7 +23,6 @@ # Cécile Collart , 2021 # Norman Chang , 2021 # 湘子 南 <1360857908@qq.com>, 2021 -# Jeffery CHEN , 2022 # Robin Xia , 2022 # 飛行de魚 , 2022 # mrshelly , 2022 @@ -35,19 +33,20 @@ # 老窦 北京 <2662059195@qq.com>, 2022 # Datasource International , 2022 # Mandy Choy , 2022 -# Martin Trigaux, 2022 # 山西清水欧度(QQ:54773801) <54773801@qq.com>, 2022 # diaojiaolou <124412206@qq.com>, 2022 # Raymond Yu , 2022 +# Jeffery CHEN , 2022 +# Martin Trigaux, 2022 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-07-22 09:36+0000\n" +"POT-Creation-Date: 2022-09-01 15:11+0000\n" "PO-Revision-Date: 2021-11-02 08:47+0000\n" -"Last-Translator: Raymond Yu , 2022\n" +"Last-Translator: Martin Trigaux, 2022\n" "Language-Team: Chinese (China) (https://www.transifex.com/odoo/teams/41243/zh_CN/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -284,13 +283,13 @@ msgstr "银行同步在测试数据库不可用." #: ../../content/applications/finance/accounting/bank/misc/interbank.rst:14 #: ../../content/applications/finance/accounting/bank/reconciliation/reconciliation_models.rst:69 #: ../../content/applications/finance/accounting/bank/reconciliation/use_cases.rst:16 -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:22 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:16 #: ../../content/applications/finance/accounting/bank/setup/manage_cash_register.rst:9 #: ../../content/applications/finance/accounting/bank/setup/outstanding_accounts.rst:20 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:32 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:29 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:290 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:331 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:332 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:34 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/germany.rst:58 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/italy.rst:18 @@ -309,8 +308,9 @@ msgstr "银行同步在测试数据库不可用." #: ../../content/applications/finance/accounting/payables/supplier_bills/invoice_digitization.rst:22 #: ../../content/applications/finance/accounting/payables/supplier_bills/manage.rst:31 #: ../../content/applications/finance/accounting/receivables/customer_invoices/cash_rounding.rst:14 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:55 #: ../../content/applications/finance/accounting/receivables/customer_invoices/epc_qr_code.rst:20 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:42 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:46 #: ../../content/applications/finance/accounting/receivables/customer_payments/batch.rst:15 #: ../../content/applications/finance/accounting/receivables/customer_payments/batch_sdd.rst:20 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:39 @@ -1675,180 +1675,167 @@ msgid "`Odoo Tutorials: Accounting Basics `_" msgstr "\"Odoo教程：会计基础知识\"_" #: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:3 -msgid "Manage a bank in a foreign currency" -msgstr "用外币管理银行" +msgid "Manage a bank account in a foreign currency" +msgstr "" #: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:5 msgid "" "In Odoo, every transaction is recorded in the default currency of the " -"company. Reports are all based on the currency of the company. But for " -"transactions occurring in another currency, Odoo stores both the value in " -"the currency of the company and the value in the currency of the " -"transaction." +"company, and reports are all based on that default currency. When you have a" +" bank account in a foreign currency, for every transaction, Odoo stores two " +"values:" msgstr "" -"在Odoo，每一笔交易以公司的默认币种记录。报告都是基于公司的币种。对于以其他币种发生的交易, " -"Odoo同时以公司的币种的价值，以及以交易币种的价值存储." -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:11 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:9 +msgid "The debit/credit in the currency of the *company*;" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:10 +msgid "The debit/credit in the currency of the *bank account*." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:12 msgid "" -"When you have a bank account in a foreign currencies, for every transaction," -" Odoo stores two values:" -msgstr "当你有一个外币的银行账户, 对于每笔交易, Odoo都保存两种币值 :" +"Currency rates are updated automatically using the web services of a banking" +" institution. By default, Odoo uses the European Central Bank's web services" +" but other options are available." +msgstr "" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:14 -msgid "The debit/credit in the currency of the company" -msgstr "公司币别中的借方／贷方" +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:19 +msgid "Activate multi-currencies" +msgstr "" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:16 -msgid "The debit/credit in the currency of the bank account" -msgstr "银行账户币别中的借方／贷方" - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:18 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:21 msgid "" -"Currency rates are updated automatically using yahoo.com, or the European " -"Central bank web-services." -msgstr "汇率会自动更新, 使用yahoo.com, 或者欧洲央行的在线服务." - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:25 -msgid "Activate the multi-currency feature" -msgstr "激活多币种功能" +"To work with multiple currencies, go to :menuselection:`Accounting --> " +"Configuration --> Settings --> Currencies` and tick :guilabel:`Multi-" +"Currencies`. Under :guilabel:`Post Exchange difference entries in:`, provide" +" a :guilabel:`Journal`, a :guilabel:`Gain Account`, a :guilabel:`Loss " +"Account`, and then click on :guilabel:`Save`." +msgstr "" #: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:27 -msgid "" -"In order to allow your company to work with multiple currencies, you should " -"activate the multi-currency mode. In the accounting application, go into " -":menuselection:`Configuration --> Settings --> Accounting & Finance " -"Features` make sure the **Allow Multi-currencies** box is ticked. Provide a " -"**Currency Exchange Gain / Loss** account, then click on **Apply**." -msgstr "" -"为了让贵公司使用多种货币，你应该激活多种货币的模式。在会计应用程序中，进入 :menuselection:`配置 --> 设置 --> 会计与财务功能`" -" ，确保 **许多种货** 已勾选。提供一个 **币兑换损** 科目，然后点击 **** 。" - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:34 msgid "Configure currencies" msgstr "配置货币" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:36 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:29 msgid "" -"Once the Odoo is configured to support multiple currencies, you should " -"activate the currencies you plan to work with. To do that, go to the menu " -":menuselection:`Configuration --> Currencies`. All the currencies are " -"created by default, but you should activate the ones you plan to support (to" -" activate a currency, check its \"Active\" field)." +"Once Odoo is configured to support multiple currencies, they are all created" +" by default, but not necessarily active. To activate the new currencies, " +"click on :guilabel:`Activate Other Currencies` under the :guilabel:`Multi-" +"Currencies` setting or go to :menuselection:`Accounting --> Configuration " +"--> Accounting: Currencies`." msgstr "" -"如Odoo配置为支持多币种，你应激活计划使用的币种。为此，进入菜单 :menuselection:`配置 --> " -"币种`。默认情况下，所有币种都已创建，但你应激活计划支持的币种（要激活某币种，勾选其 *有效* 字段）。" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:42 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:34 msgid "" -"After having activated the currencies, you can configure the parameters to " -"automate the currency rate update. These options are also in the settings of" -" the Accounting application, in the bottom of the page:" -msgstr "激活货币后，你可以配置的参数自动更新汇率。这些选项的设置也在会计应用程序中，在页面的底部：" +"When the currencies are activated, you can choose to **automate** the " +"currency rate update, or leave it on **manual**. To configure the rate " +"update, go back to :menuselection:`Accounting --> Configuration --> Settings" +" --> Currencies`, check :guilabel:`Automatic Currency Rates`, set " +":guilabel:`Interval` to your desired frequency, and then click on " +":guilabel:`Save`. You also have the option to choose the :guilabel:`Service`" +" you wish to obtain currency rates from." +msgstr "" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:49 -msgid "Click on the **Update Now** link to update the currency rates now." -msgstr "点击 **在更** 链接到目前最新的汇率." +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:40 +msgid "" +"Click on the Update now button (:guilabel:`🗘`) besides the :guilabel:`Next " +"Run` field to update the currency rates manually." +msgstr "" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:52 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:44 msgid "Create a new bank account" msgstr "创建银行账户" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:54 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:46 msgid "" -"In the accounting application, we first go to :menuselection:`Configuration " -"--> Accounting / Bank account`, and we create a new one." -msgstr "在会计应用程序中，我们首先去 :menuselection:`配置 --> 会计/银行账户` ，我们创建一个新的账户。" +"In the accounting application, go to :menuselection:`Accounting --> " +"Configuration --> Journals` and create a new one. Enter a :guilabel:`Journal" +" Name` and set the :guilabel:`Type` to `Bank`. In the :guilabel:`Journal " +"Entries` tab, enter a **short code**, a **currency**, and then finally click" +" on the :guilabel:`Bank Account` field to create a new account. In the pop-" +"up window of the account creation, enter a name, a code (ex.: 550007), set " +"its type to `Bank and Cash`, set a currency type, and save. When you are " +"back on the **journal**, click on the :guilabel:`Account Number` field, and " +"in the pop-up window, fill out the :guilabel:`Account Number`, " +":guilabel:`Bank` of your account, and save." +msgstr "" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:60 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:59 msgid "" -"Once you save this bank account, Odoo will create all the documents for you:" -msgstr "一旦你保存这个银行账户，Odoo将为您创建的所有文件：" +"Upon creation of the journal, Odoo automatically links the bank account to " +"the journal. It can be found under :menuselection:`Accounting --> " +"Configuration --> Accounting: Chart of Accounts`." +msgstr "" #: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:63 -msgid "An account in the trial balance" -msgstr "试算表的科目" +msgid "Vendor bill in a foreign currency" +msgstr "" #: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:65 -msgid "A journal in your dashboard" -msgstr "将此帐簿显示在仪表盘上" - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:67 msgid "" -"Information about the bank account in the footer of your invoices if checked" -" the box **Show in Invoices Footer**" -msgstr "如果选择框 **发票页脚显** , 银行信息将在发票页脚显示" +"To pay a bill in a foreign currency, simply select the currency next to the " +":guilabel:`Journal` field and register the payment. Odoo automatically " +"creates and posts the foreign **exchange gain or loss** as a new journal " +"entry." +msgstr "" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:71 -msgid "Example: A vendor bill in a foreign currency" -msgstr "例如：外币的供应商账单" - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:73 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:74 msgid "" -"Based on the above example, let's assume we receive the following bill from " -"a supplier in China." -msgstr "根据上面的例子中, 我们假设我们收到中国供应商的发票." +"Note that you can pay a foreign bill with another currency. In that case, " +"Odoo automatically converts between the two currencies." +msgstr "" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:76 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:78 +msgid "Unrealized Currency Gains/Losses Report" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:80 msgid "" -"In the :menuselection:`Purchase --> Vendor Bills` , this is what you could " -"see:" -msgstr "在 :menuselection:`采购 --> 供应商账单` ，你可以看到：" +"This report gives an overview of all unrealized amounts in a foreign " +"currency on your balance sheet, and allows you to adjust an entry or " +"manually set an exchange rate. To access this report, go to " +":menuselection:`Reporting --> Management: Unrealized Currency Gains/Losses`." +" From here, you have access to all open entries in your **balance sheet**." +msgstr "" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:81 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:89 msgid "" -"Once you are ready to pay this bill, click on register payment on the bill " -"to record a payment." -msgstr "一旦你已经准备好支付这个账单, 点击登记付款记录付款." +"If you wish to use a different currency rate than the one set in " +":menuselection:`Accounting --> Configuration --> Settings --> Currencies`, " +"click the :guilabel:`Exchange Rates` button and change the rate of the " +"foreign currencies in the report." +msgstr "" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:87 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:97 msgid "" -"That's all you have to do. Odoo will automatically post the foreign exchange" -" gain or loss at the reconciliation of the payment with the invoice, " -"depending if the currency rate increased or decreased between the invoice " -"and the payment date." -msgstr "这是你所要做的。Odoo将在调节时, 自动将发票日和付款日的汇率差计入外汇损益." +"When manually changing **exchange rates**, a yellow banner appears allowing " +"you to reset back to Odoo's rate. To do so, simply click on :guilabel:`Reset" +" to Odoo's Rate`." +msgstr "" -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:92 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:104 msgid "" -"Note that you can pay a foreign bill with another currency. In such a case, " -"Odoo will automatically convert between the two currencies." -msgstr "注意, 您可以用另一种货币支付外汇发票。在这种情况下, Odoo将自动完成两种货币之间的转换." - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:96 -msgid "Customers Statements" -msgstr "客户对账单" - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:98 -msgid "" -"Customers and vendor statements are managed in the currency of the invoice. " -"So, the amount due by your customer (to your vendor) is always expressed in " -"the currency of the invoice." -msgstr "客户和供应商的报表是用发票货币来管理的。所以, 客户(供应商)的到期金额总是用发票的货币表示." - -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:102 -msgid "" -"If you have several invoices with different currencies for the same " -"customer, Odoo will split the customer statement by currency, as shown in " -"the report below." -msgstr "如果同一客户有几个不同货币的发票, Odoo将按货币分类, 如下报告所示." +"In order to update your **balance sheet** with the amount of the " +":guilabel:`adjustment` column, click on the :guilabel:`Adjustment Entry` " +"button. In the pop-up window, select a :guilabel:`Journal`, " +":guilabel:`Expense Account` and :guilabel:`Income Account` to calculate and " +"process the **unrealized gains and losses**." +msgstr "" #: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:109 msgid "" -"In the above report, the account receivable associated to Camptocamp is not " -"managed in a secondary currency, which means that it keeps every transaction" -" in its own currency. If you prefer, you can set the account receivable for " -"this customer in a secondary currency and all its debts will automatically " -"be converted to this currency." +"You can set the date of the report in the :guilabel:`Date` field. Odoo " +"automatically reverses the booking entry to the date set in " +":guilabel:`Reversal Date`." msgstr "" -"在上面的报告中，与Camptocamp相关的应收帐款没有用第二种货币进行管理，也就是说，每笔交易都使用本币。如需要，你可以将该客户的应收帐款设置为第二种货币，则所有的债务将自动转换该货币." -#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:115 +#: ../../content/applications/finance/accounting/bank/setup/foreign_currency.rst:112 msgid "" -"In such a case, the customer statement always has only one currency. In " -"general, this is not what the customer expect as he prefers to see the " -"amounts in the currency of the invoices he received;" -msgstr "在这种情况下, 客户对账单总是只有一种货币。一般来说, 这不是什么客户所希望的, 他更喜欢看到他收到发票的货币金额;" +"Once posted, the :guilabel:`adjustment` column should indicate `0.00`, " +"meaning all **unrealized gains/losses** have been adjusted." +msgstr "" #: ../../content/applications/finance/accounting/bank/setup/manage_cash_register.rst:3 msgid "Manage a cash register" @@ -3109,7 +3096,7 @@ msgstr "" "synchronization between Odoo and AFIP." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/argentina.rst:515 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:651 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:653 #: ../../content/applications/finance/accounting/others/multicurrencies/invoices_payments.rst:64 msgid "Vendor Bills" msgstr "供应商账单" @@ -3438,11 +3425,9 @@ msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:26 msgid "" -"**l10n_cl_reports:** Adds the reports Propuesta F29 y Balance Tributario (8" -" columnas)." +"**l10n_cl_reports:** Adds the reports Propuesta F29 y Balance Tributario (8 " +"columnas)." msgstr "" -"**l10n_cl_reports:** Adds the reports Propuesta F29 y Balance Tributario (8" -" columnas)." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:32 msgid "Install the Chilean localization modules" @@ -3559,36 +3544,28 @@ msgstr "证书" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:103 msgid "" "In order to generate the electronic invoice signature, a digital certificate" -" with the extension ``.pfx`` is required, proceed to this section and load " +" with the extension ``pfx`` is required, proceed to this section and load " "your file and password." msgstr "" -"In order to generate the electronic invoice signature, a digital certificate" -" with the extension ``.pfx`` is required, proceed to this section and load " -"your file and password." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:114 msgid "" "A certificate can be shared between several users. If this is the case leave" " the user field empty, so all your billing users can use the same one. On " -"the other hand, if you need to restrict the certificate for a particular " +"the other hand, if you need to restrict the certificate for a particular " "user, just define the users in the certificate." msgstr "" -"A certificate can be shared between several users. If this is the case leave" -" the user field empty, so all your billing users can use the same one. On " -"the other hand, if you need to restrict the certificate for a particular " -"user, just define the users in the certificate." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:119 msgid "" "In some cases, depending on the certificate format, it is possible that the " "field Subject Serial Number is not loaded automatically. If this is the " -"case, you can manually edit this field by filling it with the Certificate’s " +"case, you can manually edit this field by filling it with the Certificate's " "legal representative RUT." msgstr "" -"在某些情况下，根据证书格式，字段“使用者序列号”可能不会自动加载。如果是这种情况，您可以通过使用证书的法定代表人 RUT 填充此字段来手动编辑此字段。" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:124 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:702 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:871 msgid "Financial Reports" msgstr "财务报告" @@ -3746,12 +3723,11 @@ msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:233 msgid "" -"Each document type can have a unique sequence per company. As part of the " +"Each document type can have a unique sequence per company. As part of the " "localization, the Document Type includes the country on which the document " "is applicable and the data is created automatically when the localization " "module is installed." msgstr "" -"每个公司的每个文档类型都可以有一个唯一的序列。 作为本地化的一部分，文档类型包括文档适用的国家/地区，并且在安装本地化模块时会自动创建数据。" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:253 msgid "" @@ -3867,18 +3843,18 @@ msgstr "" "can be related to the different sets of document types available in Chile. " "By default, all the sales journals created will use documents." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:308 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:307 msgid "" "For the Chilean localization, it is important to define the default Debit " "and Credit accounts as they are required for one of the debit notes use " "cases." msgstr "对于智利本地化，定义默认的借方和贷方帐户非常重要，因为它们是其中一个借方票据用例所必需的。" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:312 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:313 msgid "CAF" msgstr "CAF" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:314 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:315 msgid "" "A CAF (Folio Authorization Code) is required, for each document type that is" " issued to your customers, the CAF is a file the SII provides to the Emisor " @@ -3886,7 +3862,7 @@ msgid "" msgstr "" "CAF（作品集授权码）是必需的，对于发给客户的每种单据类型，CAF是SII提供给Emisor的文件，其中包含电子发票单据授权的对开页/序列。" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:318 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:319 msgid "" "Your company can make several requests for folios and obtain several CAFs, " "each one associated with different ranges of folios. The CAFs are shared " @@ -3896,61 +3872,60 @@ msgstr "" "您的公司可以对作品集提出多个请求并获取多个 CAF，每个 CAF 都与不同范围的作品集相关联。CAF " "在所有日志中共享，这意味着每个文档类型只需要一个活动 CAF，它将应用于所有日志。" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:322 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:323 msgid "" -"Please refer to the SII documentation to check the detail on how to acquire " -"the CAF: `SII Timbraje `_." +"Please refer to the `SII documentation " +"`_ to check the detail on how to" +" acquire the CAF." msgstr "" -"Please refer to the SII documentation to check the detail on how to acquire " -"the CAF: `SII Timbraje `_." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:326 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:327 msgid "" "The CAFs required by the SII are different from Production to Test " "(Certification mode). Make sure you have the correct CAF set depending on " "your environment." msgstr "SII 要求的 CAF 因生产与测试（认证模式）而异。请确保您具有正确的 CAF 集，具体取决于您的环境。" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:333 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:334 msgid "" "Once you have the CAF files you need to associate them with a document type " "in Odoo, in order to add a CAF, just follow these steps:" msgstr "获得CAF文件后，您需要将它们与Odoo中的文档类型相关联，以便添加CAF，只需按照以下步骤操作：" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:336 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:337 msgid "Access to :menuselection:`Accounting --> Settings --> CAF`" msgstr "访问：菜单选择：“会计 -->设置 --> CAF`" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:337 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:338 msgid "Upload the file." msgstr "Upload the file." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:338 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:339 msgid "Save the CAF." msgstr "Save the CAF." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:344 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:345 msgid "" "Once loaded, the status changes to *In Use*. At this moment, when a " "transaction is used for this document type, the invoice number takes the " "first folio in the sequence." msgstr "加载后，状态将更改为“*使用中*”。此时，当交易记录用于此单据类型时，发票编号将采用序列中的第一个作品集。" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:348 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:349 msgid "" "In case you have used some folios in your previous system, make sure you set" " the next valid folio when the first transaction is created." msgstr "如果您在以前的系统中使用了某些作品集，请确保在创建第一个事务时设置下一个有效的作品集。" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:354 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:355 msgid "Usage and Testing" msgstr "Usage and Testing" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:357 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:358 msgid "Electronic Invoice Workflow" msgstr "Electronic Invoice Workflow" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:359 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:360 msgid "" "In the Chilean localization the electronic Invoice workflow covers the " "Emission of Customer Invoices and the reception of Vendor Bills, in the next" @@ -3962,11 +3937,11 @@ msgstr "" " diagram we explain how the information transmitted to the SII and between " "the customers and Vendors." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:369 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:370 msgid "Customer invoice Emission" msgstr "Customer invoice Emission" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:371 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:372 msgid "" "After the partners and journals are created and configured, the invoices are" " created in the standard way, for Chile one of the differentiators is the " @@ -3976,43 +3951,43 @@ msgstr "" " created in the standard way, for Chile one of the differentiators is the " "document type which is selected automatically based on the Taxpayer." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:375 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:376 msgid "You can manually change the document type if needed." msgstr "You can manually change the document type if needed." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:382 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:383 msgid "" "Documents type 33: Electronic Invoice must have at least one item with tax, " "otherwise the SII rejects the document validation." msgstr "单据类型 33：电子发票必须至少有一个含税物料，否则 SII 拒绝单据验证。" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:386 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:389 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:813 msgid "Validation and DTE Status" msgstr "Validation and DTE Status" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:388 -msgid "" -"When all the invoice information is filled, either manually or automatically" -" when it’s created from a sales order, proceed to validate the invoice. " -"After the invoice is posted:" -msgstr "" -"When all the invoice information is filled, either manually or automatically" -" when it’s created from a sales order, proceed to validate the invoice. " -"After the invoice is posted:" - #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:391 msgid "" +"When all the invoice information is filled, either manually or automatically" +" when it's created from a sales order, proceed to validate the invoice. " +"After the invoice is posted:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:394 +msgid "" "The DTE File (Electronic Tax Document) is created automatically and added in" " the chatter." msgstr "" "The DTE File (Electronic Tax Document) is created automatically and added in" " the chatter." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:392 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:395 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:759 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:823 msgid "The DTE SII status is set as: Pending to be sent." msgstr "The DTE SII status is set as: Pending to be sent." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:398 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:401 msgid "" "The DTE Status is updated automatically by Odoo with a scheduled action that" " runs every day at night, if you need to get the response from the SII " @@ -4024,7 +3999,7 @@ msgstr "" "immediately you can do it manually as well. The DTE status workflow is as " "follows:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:407 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:410 msgid "" "In the first step the DTE is sent to the SII, you can manually send it using" " the button: Enviar Ahora, a SII Tack number is generated and assigned to " @@ -4036,7 +4011,7 @@ msgstr "" "the invoice, you can use this number to check the details the SII sent back " "by email. The DTE status is updated to Ask for Status." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:412 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:415 msgid "" "Once the SII response is received Odoo updates the DTE Status, in case you " "want to do it manually just click on the button: Verify on SII. The result " @@ -4046,39 +4021,31 @@ msgstr "" "want to do it manually just click on the button: Verify on SII. The result " "can either be Accepted, Accepted With Objection or Rejected." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:421 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:424 msgid "" "There are several internal status in the SII before you get Acceptance or " -"Rejection, in case you click continuously the Button Verify in SII, you " -"will receive in the chatter the detail of those intermediate statuses:" +"Rejection, in case you click continuously the Button Verify in SII, you will" +" receive in the chatter the detail of those intermediate statuses:" msgstr "" -"There are several internal status in the SII before you get Acceptance or " -"Rejection, in case you click continuously the Button Verify in SII, you " -"will receive in the chatter the detail of those intermediate statuses:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:429 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:432 msgid "The final response from the SII, can take on of these values:" msgstr "The final response from the SII, can take on of these values:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:432 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:434 msgid "" "**Accepted:** Indicates the invoice information is correct, our document is " -"now fiscally valid and it’s automatically sent to the customer." +"now fiscally valid and it's automatically sent to the customer." msgstr "" -"**Accepted:** Indicates the invoice information is correct, our document is " -"now fiscally valid and it’s automatically sent to the customer." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:435 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:437 msgid "" "**Accepted with objections:** Indicates the invoice information is correct " "but a minor issue was identified, nevertheless our document is now fiscally " -"valid and it’s automatically sent to the customer." +"valid and it's automatically sent to the customer." msgstr "" -"**Accepted with objections:** Indicates the invoice information is correct " -"but a minor issue was identified, nevertheless our document is now fiscally " -"valid and it’s automatically sent to the customer." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:443 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:445 msgid "" "**Rejected:** Indicates the information in the invoice is incorrect and " "needs to be corrected, the detail of the issue is received in the emails you" @@ -4090,29 +4057,29 @@ msgstr "" " registered in the SII, if it is properly configured in Odoo, the details " "are also retrieved in the chatter once the email server is processed." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:448 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:450 msgid "If the invoice is Rejected please follow this steps:" msgstr "If the invoice is Rejected please follow this steps:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:450 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:452 msgid "Change the document to draft." msgstr "Change the document to draft." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:451 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:453 msgid "" "Make the required corrections based on the message received from the SII." msgstr "" "Make the required corrections based on the message received from the SII." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:452 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:454 msgid "Post the invoice again." msgstr "Post the invoice again." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:460 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:462 msgid "Crossed references" msgstr "Crossed references" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:462 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:464 msgid "" "When the Invoice is created as a result of another fiscal document, the " "information related to the originator document must be registered in the Tab" @@ -4126,19 +4093,19 @@ msgstr "" "some cases can be used on Customer Invoices as well. In the case of the " "credit and debit notes, they are set automatically by Odoo:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:472 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:474 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:450 msgid "Invoice PDF Report" msgstr "Invoice PDF Report" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:474 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:476 msgid "" "Once the invoice is accepted and validated by the SII and the PDF is " "printed, it includes the fiscal elements that indicate that the document is " "fiscally valid:" msgstr "一旦 SII 接受并验证发票并打印了 PDF，它就会包含指示文档在财务上有效的会计元素：" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:482 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:484 msgid "" "If you are hosted in Odoo SH or On-Premise, you should manually install the " "``pdf417gen`` library. Use the following command to install it: ``pip " @@ -4146,23 +4113,23 @@ msgid "" msgstr "" "如果您托管在Odoo SH或本地，则应手动安装“pdf417gen”库。使用以下命令安装它：“pip install pdf417gen”。" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:486 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:488 msgid "Commercial Validation" msgstr "Commercial Validation" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:488 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:490 msgid "Once the invoice has been sent to the customer:" msgstr "Once the invoice has been sent to the customer:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:490 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:492 msgid "DTE partner status changes to “Sent”." msgstr "DTE partner status changes to “Sent”." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:491 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:493 msgid "The customer must send a reception confirmation email." msgstr "The customer must send a reception confirmation email." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:492 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:494 msgid "" "Subsequently, if all the commercial terms and invoice data are correct, they" " will send the Acceptance confirmation, otherwise they send a Claim." @@ -4170,32 +4137,28 @@ msgstr "" "Subsequently, if all the commercial terms and invoice data are correct, they" " will send the Acceptance confirmation, otherwise they send a Claim." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:494 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:496 msgid "The field DTE acceptation status is updated automatically." msgstr "The field DTE acceptation status is updated automatically." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:502 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:504 msgid "Processed for Claimed invoices" msgstr "Processed for Claimed invoices" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:504 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:506 msgid "" "Once the invoice has been Accepted by the SII **it can not be cancelled in " -"Odoo**. In case you get a Claim for your customer the correct way to " -"proceed is with a Credit Note to either cancel the Invoice or correct it. " -"Please refer to the Credit Notes section for more details." +"Odoo**. In case you get a Claim for your customer the correct way to proceed" +" is with a Credit Note to either cancel the Invoice or correct it. Please " +"refer to the :ref:`chile/credit-notes` section for more details." msgstr "" -"Once the invoice has been Accepted by the SII **it can not be cancelled in " -"Odoo**. In case you get a Claim for your customer the correct way to " -"proceed is with a Credit Note to either cancel the Invoice or correct it. " -"Please refer to the Credit Notes section for more details." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:513 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:515 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:426 msgid "Common Errors" msgstr "Common Errors" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:515 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:517 msgid "" "There are multiple reasons behind a rejection from the SII, but these are " "some of the common errors you might have and which is the related solution." @@ -4203,11 +4166,11 @@ msgstr "" "There are multiple reasons behind a rejection from the SII, but these are " "some of the common errors you might have and which is the related solution." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:518 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:520 msgid "Error: ``RECHAZO- DTE Sin Comuna Origen.``" msgstr "错误：``RECHAZO- DTE Sin Comuna Origen.``" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:520 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:522 msgid "" "*Hint:* Make sure the Company Address is properly filled including the State" " and City." @@ -4215,12 +4178,12 @@ msgstr "" "*Hint:* Make sure the Company Address is properly filled including the State" " and City." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:522 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:524 msgid "Error en Monto: ``- IVA debe declararse.``" msgstr "Error en Monto： ``- IVA debe declararse.``" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:524 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:528 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:526 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:530 msgid "" "*Hint:* The invoice lines should include one VAT tax, make sure you add one " "on each invoice line." @@ -4228,11 +4191,11 @@ msgstr "" "*Hint:* The invoice lines should include one VAT tax, make sure you add one " "on each invoice line." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:526 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:528 msgid "Error: ``Rut No Autorizado a Firmar.``" msgstr "错误：``Rut No Autorizado a Firmar.``" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:530 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:532 msgid "" "Error: ``Fecha/Número Resolucion Invalido RECHAZO- CAF Vencido : " "(Firma_DTE[AAAA-MM-DD] - CAF[AAAA-MM-DD]) > 6 meses.``" @@ -4240,31 +4203,31 @@ msgstr "" "错误： ``Fecha/Número Resolucion Invalido RECHAZO- CAF Vencido ： " "（Firma_DTE[AAAA-MM-DD] - CAF[AAAA-MM-DD]） > 6 个 meses。``" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:533 -msgid "" -"*Hint:* Try to add a new CAF related to this document as the one you’re " -"using is expired." -msgstr "*提示：* 尝试添加与此文档相关的新 CAF，因为您正在使用的文档已过期。" - #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:535 msgid "" +"*Hint:* Try to add a new CAF related to this document as the one you're " +"using is expired." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:537 +msgid "" "Error: ``Element '{http://www.sii.cl/SiiDte%7DRutReceptor': This element is " "not expected. Expected is ( {http://www.sii.cl/SiiDte%7DRutEnvia ).``" msgstr "" "错误：“元素”{http://www.sii.cl/SiiDte%7DRutReceptor“：此元素不是预期的。预期是 （ " "{http://www.sii.cl/SiiDte%7DRutEnvia ）。''" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:538 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:540 msgid "" "*Hint:* Make sure the field Document Type and VAT are set either in the " "Customer and in the main company." msgstr "*提示：* 确保在客户和主公司中设置了“文档类型”和“增值税”字段。" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:541 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:543 msgid "GLOSA: ``Usuario sin permiso de envio.``" msgstr "GLOSA： ``Usuario sin permiso de envio.``" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:543 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:545 msgid "" "*Hint:* This error indicates that most likely, your company has not passed " "the `Certification process " @@ -4276,12 +4239,12 @@ msgstr "" "*提示：* 此错误表明，您的公司很可能尚未通过 SII - Sistema de Facturación de Mercado " "中的“认证流程”。如果是这种情况，请联系您的客户经理或客户支持，因为此认证不是Odoo服务的一部分，但我们可以为您提供一些替代方案。" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:552 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:554 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:556 msgid "Credit Notes" msgstr "退款" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:554 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:556 msgid "" "When a cancellation or correction is needed over a validated invoice, a " "credit note must be generated. It is important to consider that a CAF file " @@ -4289,36 +4252,33 @@ msgid "" "SII." msgstr "当需要对已验证的发票进行取消或更正时，必须生成贷方通知单。重要的是要考虑到信用票据需要CAF文件，该信用票据在SII中被标识为文档64。" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:563 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:566 msgid "" -"Refer to the CAF section where we described the process to load the CAF on " -"each document type." -msgstr "请参阅 CAF 部分，其中我们描述了在每种文档类型上加载 CAF 的过程。" +"Refer to the :ref:`CAF section ` where we described" +" the process to load the CAF on each document type." +msgstr "" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:567 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:619 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:570 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:622 msgid "Use Cases" msgstr "案例" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:570 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:573 msgid "Cancel Referenced document" msgstr "Cancel Referenced document" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:572 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:575 msgid "" -"In case you need to cancel or invalid an Invoice, use the button Add Credit" -" note and select Full Refund, in this case the SII reference Code is " +"In case you need to cancel or invalid an Invoice, use the button Add Credit " +"note and select Full Refund, in this case the SII reference Code is " "automatically set to: Anula Documento de referencia." msgstr "" -"In case you need to cancel or invalid an Invoice, use the button Add Credit" -" note and select Full Refund, in this case the SII reference Code is " -"automatically set to: Anula Documento de referencia." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:580 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:583 msgid "Corrects Referenced Document Text" msgstr "Corrects Referenced Document Text" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:582 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:585 msgid "" "If a correction in the invoice information is required, for example the " "Street Name, use the button Add Credit note,select Partial Refund and select" @@ -4330,7 +4290,7 @@ msgstr "" " the option “Solo corregir Texto”. In this case the SII reference Code is " "automatically set to: Corrige el monto del Documento de Referencia." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:590 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:593 msgid "" "Odoo creates a Credit Note with the corrected text in an invoice and price " "0." @@ -4338,19 +4298,17 @@ msgstr "" "Odoo creates a Credit Note with the corrected text in an invoice and price " "0." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:597 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:600 msgid "" -"It’s important to define the default credit account in the Sales journal as " +"It's important to define the default credit account in the Sales journal as " "it is taken for this use case in specific." msgstr "" -"It’s important to define the default credit account in the Sales journal as " -"it is taken for this use case in specific." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:601 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:604 msgid "Corrects Referenced Document Amount" msgstr "Corrects Referenced Document Amount" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:603 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:606 msgid "" "When a correction on the amounts is required, use the button Add Credit note" " and select Partial Refund. In this case the SII reference Code is " @@ -4360,28 +4318,24 @@ msgstr "" " and select Partial Refund. In this case the SII reference Code is " "automatically set to: Corrige el monto del Documento de Referencia." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:612 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:615 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:584 msgid "Debit Notes" msgstr "借方备注" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:614 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:617 msgid "" "As part of the Chilean localization, besides creating credit notes from an " "existing document you can also create debit Notes. For this just use the " -"button “Add Debit Note”. The two main use cases for debit notes are " -"detailed below." +"button “Add Debit Note”. The two main use cases for debit notes are detailed" +" below." msgstr "" -"As part of the Chilean localization, besides creating credit notes from an " -"existing document you can also create debit Notes. For this just use the " -"button “Add Debit Note”. The two main use cases for debit notes are " -"detailed below." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:622 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:625 msgid "Add debt on Invoices" msgstr "Add debt on Invoices" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:624 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:627 msgid "" "The most common use case for debit notes is to increase the value of an " "existing invoice, you need to select option 3 in the field Reference code " @@ -4391,7 +4345,7 @@ msgstr "" "existing invoice, you need to select option 3 in the field Reference code " "SII:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:632 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:635 msgid "" "In this case Odoo automatically includes the source invoice in the cross " "reference section:" @@ -4399,11 +4353,11 @@ msgstr "" "In this case Odoo automatically includes the source invoice in the cross " "reference section:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:639 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:642 msgid "Cancel Credit Notes" msgstr "Cancel Credit Notes" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:641 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:644 msgid "" "In Chile the debits notes are used to cancel a validated Credit Note, in " "this case just select the button Add debit note and select the first option " @@ -4413,7 +4367,7 @@ msgstr "" "this case just select the button Add debit note and select the first option " "in the wizard: *1: Anula Documentos de referencia.*" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:653 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:655 msgid "" "As part of the Chilean localization, you can configure your Incoming email " "server as the same you have register in the SII in order to:" @@ -4421,7 +4375,7 @@ msgstr "" "As part of the Chilean localization, you can configure your Incoming email " "server as the same you have register in the SII in order to:" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:656 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:658 msgid "" "Automatically receive the vendor bills DTE and create the vendor bill based " "on this information." @@ -4429,45 +4383,37 @@ msgstr "" "Automatically receive the vendor bills DTE and create the vendor bill based " "on this information." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:657 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:659 msgid "Automatically Send the reception acknowledgement to your vendor." msgstr "Automatically Send the reception acknowledgement to your vendor." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:658 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:660 msgid "Accept or Claim the document and send this status to your vendor." msgstr "Accept or Claim the document and send this status to your vendor." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:662 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:663 msgid "Reception" msgstr "接收" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:664 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:665 msgid "" "As soon as the vendor email with the attached DTE is received: 1. The vendor" " Bill mapping all the information included in the xml. 2. An email is sent " "to the vendor with the Reception acknowledgement. 3. The DTE status is set " -"as: Acuse de Recibido Enviado" +"as: Acuse de Recibido Enviado" msgstr "" -"As soon as the vendor email with the attached DTE is received: 1. The vendor" -" Bill mapping all the information included in the xml. 2. An email is sent " -"to the vendor with the Reception acknowledgement. 3. The DTE status is set " -"as: Acuse de Recibido Enviado" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:674 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:675 msgid "Acceptation" msgstr "Acceptation" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:676 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:677 msgid "" -"If all the commercial information is correct on your vendor bill, you can " -"accept the document using the button: Aceptar Documento, once this is done " -"the DTE Acceptation Status changes to: Accepted and an email of acceptance " -"is sent to the vendor." +"If all the commercial information is correct on your vendor bill then you " +"can accept the document using the :guilabel:`Aceptar Documento` button. Once" +" this is done the DTE Acceptation Status changes to :guilabel:`Accepted`` " +"and an email of acceptance is sent to the vendor." msgstr "" -"If all the commercial information is correct on your vendor bill, you can " -"accept the document using the button: Aceptar Documento, once this is done " -"the DTE Acceptation Status changes to: Accepted and an email of acceptance " -"is sent to the vendor." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:686 msgid "Claim" @@ -4476,30 +4422,253 @@ msgstr "Claim" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:688 msgid "" "In case there is a commercial issue or the information is not correct on " -"your vendor bill, you can Claim the document before validating it, using " -"the button: Claim, once this is done the DTE Acceptation Status change to: " -"Claim and an email of acceptance is sent to the vendor." +"your vendor bill, you can Claim the document before validating it, using the" +" button: Claim, once this is done the DTE Acceptation Status change to: " +"Claim and an email of acceptance is sent to the vendor." msgstr "" -"In case there is a commercial issue or the information is not correct on " -"your vendor bill, you can Claim the document before validating it, using " -"the button: Claim, once this is done the DTE Acceptation Status change to: " -"Claim and an email of acceptance is sent to the vendor." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:696 msgid "" "If you claim a vendor bill, the status changes from draft to cancel " "automatically. Considering this as best practice, all the Claim documents " -"should be canceled as they won’t be valid for your accounting records." +"should be canceled as they won't be valid for your accounting records." msgstr "" -"If you claim a vendor bill, the status changes from draft to cancel " -"automatically. Considering this as best practice, all the Claim documents " -"should be canceled as they won’t be valid for your accounting records." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:705 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:701 +msgid "Delivery Guide" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:703 +msgid "" +"To install the Delivery Guide module, go to :menuselection:`Apps` and search" +" for :guilabel:`Chile (l10n_cl)`. Then click :guilabel:`Install` on the " +"module :guilabel:`Chile - E-Invoicing Delivery Guide`." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:708 +msgid "" +"*Chile - E-Invoicing Delivery Guide* has a dependency with *Chile - " +"Facturación Electrónica*. Odoo will install the dependency automatically " +"when the Delivery Guide module is installed." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:711 +msgid "" +"The Delivery Guide module includes sending the DTE to SII and the stamp in " +"PDF reports for deliveries." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:718 +msgid "" +"Once all configurations have been made for electronic invoices (e.g., " +"uploading a valid company certificate, setting up master data, etc.), " +"Delivery Guides need their own CAFs. Please refer to the :ref:`CAF " +"documentation ` to check the details on how to " +"acquire the CAFs for electronic Delivery Guides." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:723 +msgid "" +"Verify the following important information in the *Price for the Delivery " +"Guide* configuration:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:725 +msgid "" +":guilabel:`From Sales Order`: Delivery Guide takes the product price from " +"the Sales Order and shows it on the document." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:727 +msgid "" +":guilabel:`From Product Template`: Odoo takes the price configured in the " +"product template and shows it on the document." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:729 +msgid ":guilabel:`No show price`: no price is shown in the Delivery Guide." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:731 +msgid "" +"Electronic delivery guides are used to move stock from one place to another " +"and they can represent sales, sampling, consignment, internal transfers, and" +" basically any product move." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:735 +msgid "Delivery Guide from a Sales Process" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:737 +msgid "" +"When a Sales Order is created and confirmed, a Delivery Order is generated. " +"After validating the Delivery Order, the option to create a Delivery Guide " +"is activated." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:744 +msgid "" +"When clicking on :guilabel:`Create Delivery Guide` for the first time, a " +"warning message pops up, showing the following:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:751 +msgid "" +"This warning message means the user needs to indicate the next sequence " +"number Odoo has to take to generate the Delivery Guide, and only only " +"happens the *first time* a Delivery Guide is created in Odoo. After the " +"first document has been correctly generated, Odoo takes the CAFs next " +"available number to generate the following Delivery Guide and so on." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:756 +msgid "After the Delivery Guide is created:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:758 +msgid "" +"The DTE file (Electronic Tax Document) is automatically created and added to" +" the chatter." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:765 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:829 +msgid "" +"The DTE Status is automatically updated by Odoo with a scheduled action that" +" runs every day at night. To get a response from the SII immediately, press " +"the :guilabel:`Send now to SII` button." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:768 +msgid "" +"Once the Delivery Guide is sent, it may then be printed by clicking on the " +":guilabel:`Print Delivery Guide` button." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:776 +msgid "Electronic Receipt" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:778 +msgid "" +"To install the Electronic Receipt module, go to :menuselection:`Apps` and " +"search for :guilabel:`Chile (l10n_cl)`. Then click :guilabel:`Install` on " +"the module :guilabel:`Chile - Electronic Receipt`." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:783 +msgid "" +"*Chile - Electronic Receipt* has a dependency with *Chile - Facturación " +"Electrónica*. Odoo will install the dependency automatically when the " +"E-invoicing Delivery Guide module is installed." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:786 +msgid "" +"This module contains the electronic receipt and daily sales report, which " +"are automatically sent to SII." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:793 +msgid "" +"Once all configurations have been made for Electronic Invoices (e.g., " +"uploading a valid company certificate, setting up master data, etc.), " +"Electronic Receipts need their own CAFs. Please refer to the :ref:`CAF " +"documentation ` to check the details on how to " +"acquire the CAFs for Electronic Receipts." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:798 +msgid "" +"Electronic Receipts are useful when clients do not need an Electronic " +"Invoice. By default, there is a partner in the database called *Anonymous " +"Final Consumer* with a generic RUT 66666666-6 and taxpayer type of *Final " +"Consumer*. This partner can be used for Electronic Receipts or a new record " +"may be created for the same purpose." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:803 +msgid "" +"Although Electronic Receipts should be used for final consumers with a " +"generic RUT, it can also be used for specific partners. After the partners " +"and journals are created and configured, the Electronic Receipts are created" +" in the standard way as Electronic Invoice, but the type of document " +":guilabel:`(39) Electronic Receipt` should be selected, like so:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:815 +msgid "" +"When all of the Electronic Receipt information is filled, either manually or" +" automatically from a Sales Order, proceed to validate the receipt. By " +"default, Electronic Invoice is selected as the Document Type, however in " +"order to validate the receipt correctly, make sure to edit the Document Type" +" and change to Electronic Receipt." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:820 +msgid "After the receipt is posted:" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:822 +msgid "" +"The DTE file (Electronic Tax Document) is created automatically and added to" +" the chatter." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:832 +msgid "" +"Please refer to the :ref:`DTE Workflow ` for Electronic Invoices as the workflow for Electronic Receipt " +"follows the same process." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:836 +msgid "Daily Sales Report" +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:838 +msgid "" +"Once Electronic Receipts have been created, the system creates a daily sales" +" report containing all Electronic Receipts per day. This report is " +"electronically stamped and sent to the SII overnight in XML format. These " +"daily reports can be found in :menuselection:`Reports --> Daily Sales " +"Reports`." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:846 +msgid "A list of daily reports is displayed with all daily DTE sent to SII." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:852 +msgid "" +"If no Electronic Receipt was made on a particular day, the report is sent " +"but it will not have any receipts in it. The report will also have an answer" +" from the SII if it was accepted or rejected (depending on the company's " +"certificate and validated receipts)." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:861 +msgid "" +"For Chilean localization, note that the feature tax included in the price is" +" *not* supported for the Electronic Receipt." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:864 +msgid "" +"If a Daily Sales Report has already been created for a specific day in " +"another system, the daily report in Odoo will be rejected due to the " +"sequence number used. If that is the case, the user has to manually click on" +" :guilabel:`Retry` in order for a new sequence number to be generated (this " +"action is automatically done by Odoo). Afterwards, users can manually verify" +" report status with SII or wait for Odoo to update status later at night." +msgstr "" + +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:874 msgid "Balance Tributario de 8 Columnas" msgstr "Balance Tributario de 8 Columnas" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:707 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:876 msgid "" "This report presents the accounts in detail (with their respective " "balances), classifying them according to their origin and determining the " @@ -4511,8 +4680,8 @@ msgstr "" "level of profit or loss that the business had within the evaluated period of" " time, so that a real and complete knowledge of the status of a company." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:711 -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:727 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:880 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:896 msgid "" "You can find this report in :menuselection:`Accounting --> Accounting --> " "Reports`" @@ -4520,11 +4689,11 @@ msgstr "" "You can find this report in :menuselection:`Accounting --> Accounting --> " "Reports`" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:718 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:887 msgid "Propuesta F29" msgstr "Propuesta F29" -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:720 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:889 msgid "" "The form F29 is a new system that the SII enabled to taxpayers, and that " "replaces the Purchase and Sales Books. This report is integrated by Purchase" @@ -4536,13 +4705,11 @@ msgstr "" " Register (CR) and the Sales Register (RV). Its purpose is to support the " "transactions related to VAT, improving its control and declaration." -#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:724 +#: ../../content/applications/finance/accounting/fiscal_localizations/localizations/chile.rst:893 msgid "" -"This record is supplied by the electronic tax documents (DTE’s) that have " +"This record is supplied by the electronic tax documents (DTE's) that have " "been received by the SII." msgstr "" -"This record is supplied by the electronic tax documents (DTE’s) that have " -"been received by the SII." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/colombia.rst:3 msgid "Colombia" @@ -6082,10 +6249,12 @@ msgstr "" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:16 #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/france.rst:182 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:93 msgid "Name" msgstr "名称" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:17 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:94 msgid "Technical name" msgstr "技术名称" @@ -6202,7 +6371,6 @@ msgid "These codes are confidential and should be stored safely." msgstr "这些代码是机密的，应安全存储." #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/egypt.rst:76 -#: ../../content/applications/finance/payment_acquirers/ogone.rst:9 msgid "Configuration on Odoo" msgstr "" "Odoo 电子商务\n" @@ -6998,7 +7166,7 @@ msgstr "12" #: ../../content/applications/finance/accounting/getting_started/memento.rst:218 #: ../../content/applications/finance/accounting/getting_started/memento.rst:228 #: ../../content/applications/finance/accounting/getting_started/memento.rst:244 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:107 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:111 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:68 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:81 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:131 @@ -7030,7 +7198,7 @@ msgstr "13" #: ../../content/applications/finance/accounting/getting_started/memento.rst:218 #: ../../content/applications/finance/accounting/getting_started/memento.rst:228 #: ../../content/applications/finance/accounting/getting_started/memento.rst:244 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:107 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:111 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:68 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:81 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:131 @@ -11948,7 +12116,7 @@ msgid "EUR" msgstr "欧元" #: ../../content/applications/finance/accounting/fiscal_localizations/localizations/peru.rst:140 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:113 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:117 msgid "1000" msgstr "1000" @@ -13724,6 +13892,7 @@ msgstr ":doc:`../../receivables/customer_invoices/deferred_revenues`" #: ../../content/applications/finance/accounting/getting_started/initial_configuration/chart_of_accounts.rst:176 #: ../../content/applications/finance/accounting/getting_started/initial_configuration/setup.rst:193 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:52 #: ../../content/applications/finance/accounting/reporting/declarations/tax_returns.rst:125 #: ../../content/applications/finance/accounting/taxation/taxes/default_taxes.rst:40 msgid "" @@ -14328,7 +14497,7 @@ msgstr "余额 = 借方 - 贷方" #: ../../content/applications/finance/accounting/getting_started/memento.rst:86 #: ../../content/applications/finance/accounting/receivables/customer_invoices/credit_notes.rst:83 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:90 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:94 msgid "Journal Entries" msgstr "会计凭证" @@ -14593,7 +14762,7 @@ msgstr "第一个日记帐分录是由注册在发票付款创建的。注册银 #: ../../content/applications/finance/accounting/getting_started/memento.rst:218 #: ../../content/applications/finance/accounting/getting_started/memento.rst:228 #: ../../content/applications/finance/accounting/getting_started/memento.rst:244 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:107 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:111 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:68 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:81 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:131 @@ -14602,8 +14771,8 @@ msgstr "账户" #: ../../content/applications/finance/accounting/getting_started/memento.rst:220 #: ../../content/applications/finance/accounting/getting_started/memento.rst:246 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:109 -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:111 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:113 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:115 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:70 #: ../../content/applications/finance/accounting/receivables/customer_payments/check.rst:133 msgid "Account Receivable" @@ -19639,6 +19808,233 @@ msgid "" "`_" msgstr "`Odoo学院：递延收入（确认） `_" +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:3 +msgid "Electronic invoicing (:abbr:`EDI (electronic data interchange)`)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:5 +msgid "" +"EDI, or electronic data interchange, is the inter-company communication of " +"business documents, such as purchase orders and invoices, in a standard " +"format. Sending documents according to an EDI standard ensures that the " +"machine receiving the message can interpret the information correctly. " +"Various EDI file formats exist and are available depending on your company's" +" country." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:10 +msgid "" +"EDI feature enables automating the administration between companies and " +"might also be required by some governments for fiscal control or to " +"facilitate the administration." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:13 +msgid "" +"Electronic invoicing of your documents such as customer invoices, credit " +"notes or vendor bills is one of the application of EDI." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:16 +msgid "Odoo supports, among others, the following formats." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:21 +msgid "Format Name" +msgstr "格式名称" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:22 +msgid "Applicability" +msgstr "适用范围" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:23 +msgid "Factur-X (CII)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:24 +msgid "Default format on Odoo (enabled by default)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:25 +msgid "Peppol BIS Billing 3.0 (UBL)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:26 +msgid "" +"For companies whose countries are part of the `EAS list " +"`_" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:28 +msgid "E-FFF" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:29 +msgid "For Belgian companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:30 +msgid "XRechnung (UBL)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:31 +msgid "For German companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:32 +msgid "Fattura PA (IT)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:33 +msgid "For Italian companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:34 +msgid "CFDI (4.0)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:35 +msgid "For Mexican companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:36 +msgid "Peru UBL 2.1" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:37 +msgid "For Peruvian companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:38 +msgid "SII IVA Llevanza de libros registro (ES)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:39 +msgid "For Spanish companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:40 +msgid "UBL 2.1 (Columbia)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:41 +msgid "For Colombian companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:42 +msgid "Egyptian Tax Authority" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:43 +msgid "For Egyptian companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:44 +msgid "E-Invoice (IN)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:45 +msgid "For Indian companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:46 +msgid "NLCIUS (Netherlands)" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:47 +msgid "For Dutch companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:48 +msgid "EHF 3.0" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:49 +msgid "For Norwegian companies" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:57 +msgid "" +"Go to :menuselection:`Accounting --> Configuration --> Journals --> Customer" +" Invoices --> Advanced Settings --> Electronic Invoicing` and enable the " +"formats you need for this journal." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:64 +msgid "" +"Once an electronic invoicing format is enabled, XML documents are generated " +"when clicking on :guilabel:`Confirm` in documents such as invoices, credit " +"notes, etc. These documents are either visible in the attachment section, or" +" embedded in the PDF." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:69 +msgid "" +"For E-FFF, the xml file only appears after having generated the PDF " +"(:guilabel:`Print` or :guilabel:`Send & Print` button), since the PDF needs " +"to be embedded inside the xml." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:71 +msgid "" +"By default, the :guilabel:`Factur-X` option is enabled. It means that an XML" +" file is automatically included in the PDF document that is sent." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:73 +msgid "" +"The formats available depend on the country registered in your company's " +":guilabel:`General Information`." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:75 +msgid "" +"Odoo supports the **Peppol BIS Billing 3.0** format that can be used via " +"existing access points." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:79 +msgid "Add new formats to a database created before July 2022" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:81 +msgid "" +"If your database was created before July 2022 and you wish to use one of the" +" formats available from July 2022, you have to :ref:`install " +"` the module :guilabel:`Import/Export electronic invoices " +"with UBL/CII` (module’s technical name: `account_edi_ubl_cii`) and your " +"country-specific module." +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:87 +msgid "" +"If you want to use the Belgian format E-FFF in a database created prior to " +"July 2022, you need to :ref:`install `:" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:95 +msgid "Belgium - E-Invoicing (UBL 2.0, e-fff)" +msgstr "比利时-电子开票(UBL 2.0, e-fff)" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:96 +msgid "`l10n_be_edi`" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:97 +msgid "Import/Export electronic invoices with UBL/CII" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:98 +msgid "`account_edi_ubl_cii`" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/electronic_invoicing.rst:101 +msgid "" +"Once the new module is installed, UBL 2.0 and UBL 2.1 formats no longer " +"appear in the journal since UBL BIS Billing 3.0 is available and more widely" +" supported." +msgstr "" + #: ../../content/applications/finance/accounting/receivables/customer_invoices/epc_qr_code.rst:3 msgid "Add EPC QR Codes to invoices" msgstr "向发票添加EPC二维码" @@ -20107,49 +20503,59 @@ msgid "" "Conditions*." msgstr "本文档是关于*付款条款*功能，而不是*条款和条件*。" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:44 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:42 +msgid ":doc:`cash_discounts`" +msgstr ":doc:`cash_discounts`" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:43 +msgid "" +"`Odoo Tutorials: Payment Terms `_" +msgstr "" + +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:48 msgid "" "Go to :menuselection:`Accounting --> Configuration --> Payment Terms` and " "click on *Create*." msgstr "前往 :menuselection:`会计 --> 配置 --> 付款条件`并点击*创建*." -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:46 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:50 msgid "" "The **Description on the Invoice** is the text displayed on the document " "(sale order, invoice, etc.)." msgstr "发票上的**描述**是单据（销售订单、发票等）上显示的文本。" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:49 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:53 msgid "" "In the **Terms** section, you can add a set of rules, called *terms*, to " "define what needs to be paid and by which due date." msgstr "在“**条款**”部分中，您可以添加一组称为“*条款*”的规则，以定义需要支付的费用以及截止日期。" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:52 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:56 msgid "" "To add a term, click on *Add a line*, and define its *Type*, *Value*, and " "*Due Date Computation*." msgstr "如要添加条件，点击*添加行*，并定义*类型*、*值*和*截止日期计算*." -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:55 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:59 msgid "Terms are computed in the order they are set up." msgstr "条件将按设置的顺序进行计算." -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:56 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:60 msgid "The **balance** should always be used for the last line." msgstr "**余额**应始终用于最后一行." -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:58 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:62 msgid "" "In the following example, 30% is due on the day of issuance, and the balance" " is due at the end of the following month." msgstr "在以下示例中，30% i在发行当天到期，余额在下个月月底到期。" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:67 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:71 msgid "Using Payment Terms" msgstr "使用付款条款" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:69 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:73 msgid "" "Payment Terms can be defined in the **Due Date** field, with the **Terms** " "drop-down list, on:" @@ -20184,13 +20590,13 @@ msgid "" "*Due Date* is enough." msgstr "对账单设置特定付款条件。这项功能对于管理多次分期付款的供应商条件非常有用。否则，只需设置*截止日期*." -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:80 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:84 msgid "" "You can also define a **Due Date** manually. If Payment Terms are already " "defined, empty the field so you can select a date." msgstr "您还可以手动定义**截止日期**。如果已定义付款条款，请清空该字段，以便您可以选择日期。" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:83 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:87 msgid "Payment Terms can be defined with the **Payment Terms** field on:" msgstr "付款条件可在以下各项的**付款条件**字段中定义：" @@ -20205,66 +20611,56 @@ msgid "" "under the *Sales & Purchase* tab." msgstr "在联系人的新销售订单、发票、账单上自动设置特定付款条件。它可在*销售和采购*选项卡下联系人*表单视图*中修改." -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:92 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:96 msgid "" "Invoices with specific Payment Terms generate different *Journal Entries*, " "with one *Journal Item* for every computed *Due Date*." msgstr "具有特定付款期限的发票生成不同的 *日记帐分录*，每个计算的 *到期日* 都有一个 *日记帐项目*。" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:95 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:99 msgid "" "This makes for easier *Follow-ups* and *Reconciliation* since Odoo takes " "each due date into account, rather than just the balance due date. It also " "helps to get an accurate *Aged Receivable report*." msgstr "这使得*跟进*和*对账*更容易，因为Odoo考虑了每个到期日，而不仅仅是余额到期日。它还有助于获得准确的*老化应收账款报告*。" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:103 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:107 msgid "" "In this example, an invoice of $1000 has been issued with the following " "payment terms: *30% is due on the day of issuance, and the balance is due at" " the end of the following month.*" msgstr "在此示例中，已开具 1000 美元的发票，其中包含以下付款条件：*30% 在签发当天到期，余额在下个月月底到期*" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:107 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:111 msgid "Due date" msgstr "到期日期" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:109 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:113 msgid "February 21" msgstr "2月21日" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:109 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:113 msgid "300" msgstr "300" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:111 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:115 msgid "March 31" msgstr "3月31日" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:111 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:115 msgid "700" msgstr "700" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:113 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:117 msgid "Product Sales" msgstr "产品销售" -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:116 +#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:120 msgid "" "The $1000 debited on the Account Receivable is split into two distinct " "*Journal Items*. Both of them have their own **Due Date**." msgstr "应收账款科目上的$1000被分成两个不同的*日记账项目*。它们都有自己的**截至日期**." -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:120 -msgid ":doc:`cash_discounts`" -msgstr ":doc:`cash_discounts`" - -#: ../../content/applications/finance/accounting/receivables/customer_invoices/payment_terms.rst:121 -msgid "" -"`Odoo Tutorials: Terms and Conditions (T&C) and Payment Terms " -"`_" -msgstr "'Odoo教程：条款和条件（T&C）和付款条款'_" - #: ../../content/applications/finance/accounting/receivables/customer_invoices/snailmail.rst:5 msgid "Send your invoices by post (Snailmail)" msgstr "" @@ -22223,13 +22619,14 @@ msgstr "如果你实在做不来并且把价格谈定为价外税, 但是对其 #: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:77 msgid "" -"always store the default price TAX EXCLUDED on the product form, and apply a" -" tax (price included on the product form)" -msgstr "总是在产品信息中默认的维护不含税价并且维护一个税(产品信息中包含价格)" +"always store the default price **tax excluded** on the product form, and " +"apply a tax (price excluded on the product form)" +msgstr "" #: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:80 -msgid "create a pricelist with prices in TAX INCLUDED, for specific customers" -msgstr "为特定的客户创建一个含税价的价格表" +msgid "" +"create a pricelist with prices in **tax included**, for specific customers" +msgstr "" #: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:83 msgid "" @@ -22256,11 +22653,44 @@ msgid "" "website" msgstr "但我们想在门店或者电商网站中卖10€，含税价" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:97 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:99 +msgid "eCommerce" +msgstr "电子商务" + +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:101 +msgid "" +"If you only use B2C or B2B prices on your website, simply select the " +"appropriate setting in the **Website** app settings." +msgstr "" + +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:104 +msgid "" +"If you have both B2B and B2C prices on a single website, please follow these" +" instructions:" +msgstr "" + +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:106 +msgid "" +"Activate the :ref:`developer mode ` and go to " +":menuselection:`General Settings --> Users & Companies --> Groups`." +msgstr "" + +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:108 +msgid "" +"Open either `Technical / Tax display B2B` or `Technical / Tax display B2C`." +msgstr "" + +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:109 +msgid "" +"Under the :guilabel:`Users` tab, add the users requiring access to the price" +" type. Add B2C users in the B2C group and B2B users in the B2B group." +msgstr "" + +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:113 msgid "Setting your products" msgstr "设置你的产品" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:99 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:115 msgid "" "Your company must be configured with tax excluded by default. This is " "usually the default configuration, but you can check your **Default Sale " @@ -22270,7 +22700,7 @@ msgstr "" "你的公司必须要配置为默认不含税价格。通常这是默认的配置，但是你可以在会计应用程序中访问菜单 :menuselection:`配置 --> " "设置`并勾选**默认销售税**." -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:107 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:123 msgid "" "Once done, you can create a **B2C** pricelist. You can activate the " "pricelist feature per customer from the menu: :menuselection:`Configuration " @@ -22280,7 +22710,7 @@ msgstr "" "一旦完成, 你就可以创建 **B2C** 价格表。你可以在以下菜单项激活价格表特性 :menuselection:`配置 -->设置` 。选择设置 " "**不同的客户段不同的价格** ." -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:112 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:128 msgid "" "Once done, create a B2C pricelist from the menu " ":menuselection:`Configuration --> Pricelists`. It's also good to rename the " @@ -22289,7 +22719,7 @@ msgstr "" "一旦完成, 从以下路径创建一个B2C价格表 :销售模块菜单项 : menuselection :`配置 --> 价格表` " "。当然也可以把默认的价格表更名为B2B." -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:116 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:132 msgid "" "Then, create a product at 8.26€, with a tax of 21% (defined as tax not " "included in price) and set a price on this product for B2C customers at 10€," @@ -22298,11 +22728,11 @@ msgstr "" "然后, 创建一个标价为8.26€的产品, 税是 21%(不含税价), 并且给该产品的B2C客户设置价格为10€。可以通过以下菜单项 " ":menuselection:`销售 --> 产品菜单` 在销售应用程序中:" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:125 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:141 msgid "Setting the B2C fiscal position" msgstr "设置B2C的财政状况" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:127 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:143 msgid "" "From the accounting application, create a B2C fiscal position from this " "menu: :menuselection:`Configuration --> Fiscal Positions`. This fiscal " @@ -22312,11 +22742,11 @@ msgstr "" "在会计模块下创建一个B2C的财务结构 :menuselection:`配置 --> 财务结构` 。该财政位置做了VAT 21%(不含税价)和VAT " "21%(含税价)的映射" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:136 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:152 msgid "Test by creating a quotation" msgstr "创建报价单测试" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:138 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:154 msgid "" "Create a quotation from the Sale application, using the " ":menuselection:`Sales --> Quotations` menu. You should have the following " @@ -22325,7 +22755,7 @@ msgstr "" "在销售模块下创建一个报价单, 使用 :menuselection:`销售 --> 报价单` 菜单。你会得到以下结果 : 8.26€ + 1.73€ = " "9.99€." -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:145 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:161 msgid "" "Then, create a quotation but **change the pricelist to B2C and the fiscal " "position to B2C** on the quotation, before adding your product. You should " @@ -22335,15 +22765,15 @@ msgstr "" "然后, 创建一个报价单但是在添加产品之前把报价单上的 **价格表更改为B2C并且财政位置也更改为B2C** 。你会得到预期的结果 :总价是10€, " "对客户就是: 8.26€ + 1.74€ = 10.00€." -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:153 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:169 msgid "This is the expected behavior for a customer of your shop." msgstr "这是你的店铺中客户的预期行为." -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:156 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:172 msgid "Avoid changing every sale order" msgstr "避免更改每一张销售订单" -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:158 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:174 msgid "" "If you negotiate a contract with a customer, whether you negotiate tax " "included or tax excluded, you can set the pricelist and the fiscal position " @@ -22351,13 +22781,13 @@ msgid "" "of this customer." msgstr "如果你和客户谈下来一个合同，不管谈下来的价格是否含税，你都可以在客户表单中设置价格表和财政状况，然后该客户的所有订单都会自动适用该规则." -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:163 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:179 msgid "" "The pricelist is in the **Sales & Purchases** tab of the customer form, and " "the fiscal position is in the accounting tab." msgstr "价格表在客户的 **销售&采购** 标签页面，财政位置在客户的会计标签页面." -#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:166 +#: ../../content/applications/finance/accounting/taxation/taxes/B2B_B2C.rst:182 msgid "" "Note that this is error prone: if you set a fiscal position with tax " "included in prices but use a pricelist that is not included, you might have " @@ -24626,7 +25056,6 @@ msgstr "" #: ../../content/applications/finance/payment_acquirers/authorize.rst:15 #: ../../content/applications/finance/payment_acquirers/buckaroo.rst:15 #: ../../content/applications/finance/payment_acquirers/mollie.rst:14 -#: ../../content/applications/finance/payment_acquirers/ogone.rst:15 #: ../../content/applications/finance/payment_acquirers/paypal.rst:17 #: ../../content/applications/finance/payment_acquirers/sips.rst:15 msgid "Credentials tab" @@ -24783,7 +25212,7 @@ msgstr "" #: ../../content/applications/finance/payment_acquirers/authorize.rst:12 #: ../../content/applications/finance/payment_acquirers/buckaroo.rst:12 #: ../../content/applications/finance/payment_acquirers/mollie.rst:11 -#: ../../content/applications/finance/payment_acquirers/ogone.rst:12 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:9 #: ../../content/applications/finance/payment_acquirers/paypal.rst:14 #: ../../content/applications/finance/payment_acquirers/sips.rst:12 #: ../../content/applications/finance/payment_acquirers/stripe.rst:12 @@ -24928,10 +25357,9 @@ msgstr "" #: ../../content/applications/finance/payment_acquirers/authorize.rst:53 #: ../../content/applications/finance/payment_acquirers/buckaroo.rst:47 #: ../../content/applications/finance/payment_acquirers/mollie.rst:31 -#: ../../content/applications/finance/payment_acquirers/ogone.rst:88 #: ../../content/applications/finance/payment_acquirers/paypal.rst:144 #: ../../content/applications/finance/payment_acquirers/sips.rst:32 -#: ../../content/applications/finance/payment_acquirers/stripe.rst:130 +#: ../../content/applications/finance/payment_acquirers/stripe.rst:134 #: ../../content/applications/finance/payment_acquirers/wire_transfer.rst:39 msgid ":doc:`../payment_acquirers`" msgstr "" @@ -25181,142 +25609,204 @@ msgid "" "in secure electronic transactions." msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:17 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:10 msgid "" -"Odoo needs your **API Credentials** to connect with your Ogone account, " -"which comprise:" +"`Ogone's documentation `_." msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:19 -msgid "" -"**PSPID**: The ID solely used to identify the account with Ogone. You chose " -"it when you opened your account." +#: ../../content/applications/finance/payment_acquirers/ogone.rst:13 +msgid "Settings in Ogone" msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:21 -msgid "" -":ref:`API User ID `: The ID solely used to identify the user" -" with Ogone." +#: ../../content/applications/finance/payment_acquirers/ogone.rst:16 +msgid "Create an API user" msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:22 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:18 msgid "" -":ref:`API User Password `: Value used to identify the user " -"with Ogone." +"Log into your Ogone account and head to the :guilabel:`Configuration` tab." msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:23 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:20 msgid "" -":ref:`SHA Key IN `: Key used in the signature Odoo send to" -" Ogone." +"You need to create an **API user** to be used in the creation of " +"transactions from Odoo. While you can use your main account to do so, using " +"an **API user** ensures that if the credentials used in Odoo are leaked, no " +"access to your Ogone configuration is possible. Additionally, passwords for " +"**API users** do not need to be updated regularly, unlike normal users." msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:24 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:25 msgid "" -":ref:`SHA Key OUT `: Key used in the signature Ogone send" -" to Odoo." +"To create an **API user**, go to :menuselection:`Configuration --> Users` " +"and click on :guilabel:`New User`. The following fields must be configured:" msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:26 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:30 +msgid ":guilabel:`UserID`: you can choose anything you want." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:31 msgid "" -"You can copy your credentials from your Ogone account, and paste them in the" -" related fields under the **Credentials** tab." +":guilabel:`User's Name, E-mail and Timezone`: you can enter the information " +"you want." msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:32 -msgid "API User ID and Password" +msgid ":guilabel:`Profile`: should be set to :guilabel:`Admin`." msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:34 -msgid "" -"If you already created a user and have both its ID and password, just copy " -"them. You can also generate a new password from " -":menuselection:`Configuration --> Users --> Your chosen user --> change " -"password`." +#: ../../content/applications/finance/payment_acquirers/ogone.rst:33 +msgid ":guilabel:`Special user for API`: should be checked." msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:38 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:35 msgid "" -"If you don't have a user, create one by going to " -":menuselection:`Configuration --> Users --> New User`. Set your **User ID** " -"to get your **password** when you save your new user." +"After the creation of the user, you are required to generate a password. " +"Save the password and **UserID**, as they will be required later on during " +"the setup." msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:48 -msgid "SHA Key IN" -msgstr "SHA Key IN" - -#: ../../content/applications/finance/payment_acquirers/ogone.rst:50 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:39 msgid "" -"In order to retrieve the SHA Key IN, log into your ogone account, go to " -":menuselection:`Configuration --> Technical Information --> Data and origin " -"verification --> Checks for e-Commerce & Alias Gateway`, and retrieve **SHA " -"Key IN**." +"If you already have an user set up, make sure it is activated without any " +"error. If not, simply click the :guilabel:`Activate(Errors)` button to reset" +" the user." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:43 +msgid "Set up Ogone for Odoo" +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:45 +msgid "" +"Ogone must now be configured to accept payments from Odoo. Head to " +":menuselection:`Configuration --> Technical Information --> Global Security " +"Parameters`, select :guilabel:`SHA-1` as :guilabel:`Hash Algorithm` and " +":guilabel:`UTF-8` as :guilabel:`character encoding`. Then, go to the " +":guilabel:`Data and Origin verification` tab of the same page and leave the " +"URL field of the :guilabel:`e-Commerce and Alias Gateway` section blank." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:52 +msgid "" +"If you need to use another algorithm, such as `sha-256` or `sha-512`, within" +" Odoo, activate the :ref:`developer mode ` and go to " +":menuselection:`General Settings --> Technical --> System Parameters`. From " +"here, search for `payment_ogone.hash.function` and change the value line to " +"the desired algorithm (`sha-256` or `sha-512`)." msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:57 -msgid "SHA Key OUT" -msgstr "SHA Key OUT" - -#: ../../content/applications/finance/payment_acquirers/ogone.rst:59 msgid "" -"In order to retrieve the SHA Key OUT, log into your ogone account, go to " -":menuselection:`Configuration --> Technical Information --> Transaction " -"feedback --> All transaction submission modes`, and get or generate your " -"**API Key** and **Client Key**. Be careful to copy your API key as you'll " -"not be allowed to get it later without generating a new one." +"You are now required to generate **SHA-IN** passphrases. **SHA-IN** and " +"**SHA-OUT** passphrases are used to digitally sign the transaction requests " +"and responses between Odoo and Ogone. By using these secret passphrases and " +"the `sha-1` algorithm, both systems can ensure that the information they " +"receive from the other was not altered or tampered with." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:62 +msgid "" +"Enter the same **SHA-IN** passphrase in both :guilabel:`Checks for " +"e-Commerce & Alias Gateway` and :guilabel:`Checks for DirectLink and Batch " +"(Automatic)`. You can leave the IP address field blank." msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:65 msgid "" -"If you are trying Ogone as a test, with the Test Account, change the " -"**State** to *Test Mode*. We recommend doing this on a test Odoo database, " -"rather than on your main database." +"Your **SHA-IN** and **SHA-OUT** passphrases should be different, and between" +" 16 and 32 characters long. Make sure to use the same **SHA-IN** and **SHA-" +"OUT** passphrases throughout the entire Ogone configuration, as Odoo only " +"allows a single **SHA-IN** and single **SHA-OUT** passphrase." msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:69 -msgid "Configuration on Ogone" -msgstr "" - -#: ../../content/applications/finance/payment_acquirers/ogone.rst:71 msgid "" -"Now that Odoo can communicate with Ogone, we need to make sure that Ogone " -"can send information to your database." +"In order to retrieve the **SHA-OUT** key, log into your Ogone account, go to" +" :menuselection:`Configuration --> Technical Information --> Transaction " +"feedback --> All transaction submission modes`, and get or generate your " +"**API Key** and **Client Key**. Be careful to copy your API key as you’ll " +"not be allowed to get it later without generating a new one." msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:74 msgid "" -"To do so, log into your Ogone account and go to " -":menuselection:`Configuration --> Technical Information --> Transaction " -"feedback --> Direct HTTP server-to-server request`." +"When done, head to :menuselection:`Configuration --> Technical Information " +"--> Transaction Feedback` and check the following options:" msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:77 -msgid "Then, fill the form with the following data:" +msgid "" +"The :guilabel:`URL` fields for :guilabel:`HTTP redirection in the browser` " +"can be left empty, as Odoo will specify these URLs for every transaction " +"request." msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:79 msgid "" -"In the **Timing of the request**, select *Online but switch to a deferred " -"request when the online requests fail*." +":guilabel:`I would like to receive transaction feedback parameters on the " +"redirection URLs`: should be checked." msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:0 +#: ../../content/applications/finance/payment_acquirers/ogone.rst:81 msgid "" -"Enter your Odoo databases URL in both **URLs** followed by " -"``/payment/ogone/return``." -msgstr "" - -#: ../../content/applications/finance/payment_acquirers/ogone.rst:0 -msgid "For example: ``https://yourcompany.odoo.com/payment/ogone/return``" +":guilabel:`Direct HTTP server-to-server request`: should to be set to " +"`Online but switch to a deferred request when the online request fails`." msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:83 -msgid "Select *POST* for the **Request Method**." +msgid "" +"Both **URL** fields should contain the same following URL, with `` " +"replaced by your database: `https:///payment/ogone/return`." msgstr "" -#: ../../content/applications/finance/payment_acquirers/ogone.rst:85 -msgid "Save, and you are ready to go!" +#: ../../content/applications/finance/payment_acquirers/ogone.rst:86 +msgid "" +":guilabel:`Dynamic eCommerce Parameters` should contain the following " +"values: `ALIAS`, `AMOUNT`, `CARDNO`, `CN`, `CURRENCY`, `IP`, `NCERROR` " +"`ORDERID`, `PAYID`, `PM`, `STATUS`, `TRXDATE`. Other parameters can be " +"included (if you have another integration with Ogone that requires them), " +"but are not advised." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:90 +msgid "" +"In the :guilabel:`All transaction submission modes` section, fill out **SHA-" +"OUT** passphrase and disable `HTTP request for status change`." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:93 +msgid "" +"To allow your customers to save their credit card credentials for future " +"use, head to :menuselection:`Configuration --> Alias --> My alias " +"information`. From this tab, you can configure how the user can have its " +"card details saved, for how long the information is saved, if a checkbox to " +"save the card information should be displayed, etc." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:99 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:11 +msgid "Settings in Odoo" +msgstr "在Odoo上设置" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:101 +msgid "" +"To set up Ogone in Odoo, head to :menuselection:`Accounting --> " +"Configuration --> Payment Acquirers` and open the Ogone acquirer. In the " +":guilabel:`Credentials` tab, enter the **PSPID** of your Ogone account, and " +"fill out the other fields as configured in your :ref:`Ogone portal " +"`." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/ogone.rst:106 +msgid "" +"If you wish to run tests with Ogone, within the accounting app, go to " +":menuselection:`Configuration --> Payment Acquirers`. Click on " +":guilabel:`Ogone`, enable :guilabel:`Test Mode` and enter your credentials " +"in the :guilabel:`Credentials` tab. We recommend doing this on an Odoo test " +"database, rather than on your main database." msgstr "" #: ../../content/applications/finance/payment_acquirers/paypal.rst:3 @@ -25331,10 +25821,6 @@ msgid "" " where the customer is routed to the Paypal website to register the payment." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:11 -msgid "Settings in Odoo" -msgstr "在Odoo上设置" - #: ../../content/applications/finance/payment_acquirers/paypal.rst:19 msgid "" "Odoo needs your **API Credentials** to connect with your PayPal account, " @@ -25852,12 +26338,23 @@ msgstr "" #: ../../content/applications/finance/payment_acquirers/stripe.rst:119 msgid "" -"To enable specific local payment methods with Stripe, list them as supported" -" payment icons. To do so, go to :menuselection:`Payment Acquirers --> Stripe" -" --> Configuration` and add the desired payment methods in the **Supported " -"Payment Icons** field. If the desired payment method is already listed, you " -"don't have anything to do. If a payment icon record doesn't exist in the " -"database, its related payment method is considered enabled with Stripe." +"To enable some of these local payment methods with Stripe, list them as " +"supported payment icons. To do so, go to :menuselection:`Payment Acquirers " +"--> Stripe --> Configuration` and add the desired payment methods in the " +"**Supported Payment Icons** field. If the desired payment method is already " +"listed, you don't have anything to do." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/stripe.rst:129 +msgid "" +"If a payment icon record does not exist in the database and its related " +"local payment method is listed above, it is considered enabled with Stripe." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/stripe.rst:131 +msgid "" +"If a local payment method is not listed above, it is not supported and " +"cannot be enabled." msgstr "" #: ../../content/applications/finance/payment_acquirers/wire_transfer.rst:3 diff --git a/locale/zh_CN/LC_MESSAGES/inventory_and_mrp.po b/locale/zh_CN/LC_MESSAGES/inventory_and_mrp.po index 50baef40b..9f3922dbb 100644 --- a/locale/zh_CN/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/zh_CN/LC_MESSAGES/inventory_and_mrp.po @@ -19,15 +19,16 @@ # Jeana Jiang, 2022 # diaojiaolou <124412206@qq.com>, 2022 # Raymond Yu , 2022 +# Emily Jia , 2022 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-07-22 09:36+0000\n" +"POT-Creation-Date: 2022-09-01 15:11+0000\n" "PO-Revision-Date: 2021-11-02 08:48+0000\n" -"Last-Translator: Raymond Yu , 2022\n" +"Last-Translator: Emily Jia , 2022\n" "Language-Team: Chinese (China) (https://www.transifex.com/odoo/teams/41243/zh_CN/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -36,8 +37,8 @@ msgstr "" "Plural-Forms: nplurals=1; plural=0;\n" #: ../../content/applications/inventory_and_mrp.rst:5 -msgid "Inventory & Mrp" -msgstr "库存和物料需求计划" +msgid "Inventory & MRP" +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory.rst:8 msgid "Inventory" @@ -2366,7 +2367,7 @@ msgid "" "**Purchase Security Lead Time**: margin of error for vendor lead times. When" " the system generates Purchase Orders for procuring products, they will be " "scheduled that many days earlier to cope with unexpected vendor delays." -msgstr "" +msgstr "**提前采购安全期**：供应商提前期的误差幅度。当系统生成用于采购产品的采购订单时，将提前几天安排这些订单，以应对意外的供应商延迟交货。" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:46 msgid "" @@ -4131,7 +4132,7 @@ msgstr "" msgid "" "Don't forget to validate your inventory once you have recorded the state of " "all your products." -msgstr "" +msgstr "一旦您记录了所有产品的状态，请不要忘记验证库存。" #: ../../content/applications/inventory_and_mrp/inventory/routes/concepts/inter_warehouse.rst:74 msgid "Create an internal transfer" @@ -4201,7 +4202,7 @@ msgid "" "If you decide to process the transfer order partially (e.g., a part of the " "products can't be shipped yet due to an unexpected event), Odoo " "automatically asks if you wish to create a **backorder**." -msgstr "" +msgstr "如果您决定部分处理转移订单（例如，由于意外事件，部分产品无法发货），Odoo会自动询问您是否希望创建**延期交货**。" #: ../../content/applications/inventory_and_mrp/inventory/routes/concepts/inter_warehouse.rst:128 msgid "" @@ -4834,8 +4835,8 @@ msgstr "在某些情况下，就像零售店储存蔬菜水果一样，我们必 #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/putaway.rst:23 msgid "" "Let’s suppose there are one warehouse location *WH/Stock* and two sub-" -"locations *WH/Stock/Vegatable* and *WH/Stock/Fruits*." -msgstr "假设我们有一个*WH/Stock*库位和*WH/Stock/蔬菜*及*WH/Stock/水果*两个子库位。" +"locations *WH/Stock/Vegetables* and *WH/Stock/Fruits*." +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/putaway.rst:25 msgid "" @@ -6126,6 +6127,7 @@ msgid "" "waiting for one to be available, it's not always simple to have visibility " "on which work center is busy and plan resources accordingly in real-time." msgstr "" +"在同一工作中心同时制造多个不同的产品是制造公司的常见情况。虽然在实践中，员工可以在另一个工作中心制造货物，而不是等待一个工作中心可用，但要了解哪个工作中心繁忙并实时相应地计划资源并不总是那么简单。" #: ../../content/applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst:11 msgid "" @@ -6208,7 +6210,7 @@ msgstr "物料清单是定义制造或交付成品所需的每个组件数量的 msgid "" "With Odoo's MRP solution, multiple BOMs can also be linked to each product, " "so that even product variants can have their *own* tailored BOM." -msgstr "" +msgstr "使用 Odoo 的 MRP 解决方案，还可以将多个 BOM 链接到每个产品，这样即使产品变型也可以拥有*自己的*定制 BOM。" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:13 msgid "" @@ -6235,6 +6237,8 @@ msgid "" " spot. Note that if you go through the product form to create your BOM, the " "product will already be set for you." msgstr "" +"要从制造应用创建BoM，请转到:menuselection: ' Products -> Bills of Materials " +"'。如果你点击**创建**，你要做的第一件事就是指定最终产品。对于现有产品，只需从列表中选择它，或当场创建一个新产品。注意，如果您遍历产品表单来创建您的BOM，那么产品已经为您设置好了。" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:27 msgid "" @@ -6251,7 +6255,7 @@ msgstr "" msgid "" "The destination location should **not** be a scrap location. A scrap " "location is where you put products that you don't need." -msgstr "" +msgstr "目标位置**不应**为废料位置。废品站是你放置不需要的产品的地方。" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:41 msgid "Using the same BoM to describe Variants" @@ -6321,7 +6325,7 @@ msgid "" "Once the feature is enabled, you can add *by-products* to your *BoMs*. Note " "that if you have Operations, you'll need to specify in which operation the " "by-product is produced." -msgstr "" +msgstr "启用该功能后，您可以将*副产品*添加到*BoMs*。请注意，如果您有操作，则需要指定在哪个操作中生产副产品。" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:3 msgid "Kits" @@ -6403,7 +6407,7 @@ msgstr "" msgid "" "In that case the product type will be storable, and the BOM type either " "'Manufacture this product' or 'Subcontracting' as shown below." -msgstr "" +msgstr "在这种情况下，产品类型将是可存储的，BOM类型为“制造此产品”或“分包”，如下所示。" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:62 msgid "Build a cleaner BOM" @@ -6490,7 +6494,7 @@ msgid "" "Whether you want to control the quality of your production, or the " "production of your subcontractor, before registering the products into your " "stock, you can rely on Odoo's Quality module." -msgstr "" +msgstr "无论你是想控制你的生产质量，还是你的分包商的生产，在注册产品到你的库存之前，你可以依靠Odoo的质量模块。" #: ../../content/applications/inventory_and_mrp/manufacturing/management/quality_control.rst:10 msgid "" @@ -6509,7 +6513,7 @@ msgid "" "Regarding the reception of subcontracted products, instead of the " "Manufacturing Operation Type, you need to select the 'Receipts' Operation " "type. For the rest, the same principles apply." -msgstr "" +msgstr "对于分包产品的接收，您需要选择“收据”操作类型，而不是“制造操作类型”。对于其他的，同样的原则也适用。" #: ../../content/applications/inventory_and_mrp/manufacturing/management/quality_control.rst:25 msgid "" @@ -6576,7 +6580,7 @@ msgstr "有几种方法可以管理各种生产订单的触发。" msgid "" "If every time a manufacturing order is confirmed for the main product, you'd" " like one for the semi-finished products as well, you have two options:" -msgstr "" +msgstr "如果每次确认主要产品的生产订单时，你也想要一个半成品订单，你有两种选择:" #: ../../content/applications/inventory_and_mrp/manufacturing/management/sub_assemblies.rst:42 msgid "" @@ -6822,7 +6826,7 @@ msgid "" "As you can see, the reception of both of these non-tracked products can " "either be executed by selecting the 'Set Quantities' Option or via the move " "line hamburger menus." -msgstr "" +msgstr "正如你所看到的，这两种非追溯产品的接收可以通过选择“设置数量”选项或通过移动线汉堡菜单来执行" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:149 msgid "Automate Replenishment of Subcontractors" @@ -6845,7 +6849,7 @@ msgid "" "warehouse, you must activate the 'Resupply Subcontractor on Order' route as " "shown below. If this is a component that you buy from a vendor, the buy " "route should also be activated." -msgstr "" +msgstr "如果您从自己的仓库向分包商供应原材料，则必须激活“按订单再供应分包商”路线，如下所示。如果这是您从供应商处购买的组件，则还应激活购买路线。" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:169 msgid "" @@ -6857,6 +6861,10 @@ msgid "" "this route will create a dropship RFQ from your vendor to that " "subcontractor. You then just need to review and validate it." msgstr "" +"现在，如果您希望您的供应商直接为您的分包商补货，您必须选择“Dropship Subcontractor on " +"Order”选项。为了使此选项在产品表单上处于活动状态，您必须首先从 :menuselection:“Purchase --> " +"Configuration --> Settings --> Dropshipping”激活 dropship " +"选项。验证分包商的采购订单后，此路线将创建从您的供应商到该分包商的托运 RFQ。然后，您只需要查看并验证它。" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:182 msgid "" @@ -6890,7 +6898,7 @@ msgid "" "convenience, select the 'Resupply Subcontractor' Operation Type from the " "*Inventory* Module, and create a picking, specifying to which subcontractor " "you are delivering to." -msgstr "" +msgstr "如果您想在方便时将组件发送给您的分包商，请从 *库存* 应用中选择“再供应分包商”操作类型，然后创建一个拣货，指定您要交付给哪个分包商。" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:210 msgid "" @@ -7176,6 +7184,10 @@ msgid "" "click on *Add a condition* instead. Once you have added all the desired " "filtering options, click on *Apply*." msgstr "" +"由于有 31 种筛选选项可供选择，您自定义数据集的可能性几乎是无限的。转到:menuselection:“Filters --> Add Custom " +"Filter”，指定筛选选项应满足的条件（例如*等于*、*包含*等），然后单击*应用*。如果您想选择同时匹配多个条件的订单（*and* " +"运算符），请重复该过程以添加另一个自定义过滤器。如果您想使用 *or* 运算符，请不要单击 *应用*，而是单击 *Add a " +"condition*。添加所有所需的筛选选项后，单击*应用*。" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:74 msgid "" @@ -7198,6 +7210,7 @@ msgid "" "both views. You can access each view separately by clicking on the icons at " "the top right of the dashboard." msgstr "" +"在选择要测量的内容之前，您需要决定是更喜欢使用图表视图还是数据透视视图。默认情况下，仪表板显示两个视图。但是，您选择的度量不会应用于这两个视图。您可以通过单击仪表板右上角的图标来单独访问每个视图。" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:92 msgid "Visualize your data" @@ -7236,12 +7249,13 @@ msgid "" "*Groups*. If you click on a group's **+** sign, you can add a sub-group, and" " so on." msgstr "" +"透视表视图使您能够非常详细地研究数据。与图形视图不同，透视表允许您同时添加几个度量。通过单击*Measures*或*Total*列中的**+**符号，您可以添加任意数量的措施，每个措施分配到一个新列。通过点击*Total*行中的**+**符号，您可以添加*Groups*。如果您单击一个组的**+**符号，您可以添加子组，等等。" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:121 msgid "" "You can insert your pivot table's data directly in the Spreadsheet app or " "export it as an Excel file." -msgstr "" +msgstr "您可以在电子表格应用程序中直接插入透视表的数据，或将其导出为Excel文件。" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals.rst:5 msgid "Manage deals" @@ -7324,6 +7338,8 @@ msgid "" "automatically* if you don't want your requests for quotations to be pre-" "filled in with that information." msgstr "" +"行：通常，您总是希望选择*使用协议行*，这是您在设置采购协议时可以配置的不同产品线。但是，如果您不希望在报价请求中预先填写该信息，您可以选择*不自动创建" +" RfQ 行*。" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/agreements.rst:49 msgid "" @@ -7333,6 +7349,7 @@ msgid "" "quantities manually*, while for calls for tenders are set to *Use quantities" " of agreement*." msgstr "" +"数量：如果您使用协议行，您还可以单独指定是否应使用产品数量来预先填写新的报价请求。一揽子订单的默认选项是*手动设置数量*，而招标设置为*使用协议数量*。" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/agreements.rst:59 msgid "Set up a blanket order" @@ -7344,6 +7361,8 @@ msgid "" " Select *Blanket Order* as your *Agreement Type*. Next, select the vendor. " "The other fields aren't mandatory." msgstr "" +"转到 :menuselection:“Orders --> Purchase Agreements” 并单击 " +"*Create*。选择*一揽子订单*作为您的*协议类型*。接下来，选择供应商。其他字段不是强制性的。" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/agreements.rst:64 msgid "" @@ -7362,6 +7381,8 @@ msgid "" "*Confirm*. Its status then changes from *Draft* to *Ongoing* and it's ready " "to be used." msgstr "" +"您还可以在协议底部写下任何*条款和条件*。一旦您对一揽子订单感到满意，请单击 *Confirm*。然后它的状态从 *Draft* 变为 " +"*Ongoing* 并且可以使用了。" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/agreements.rst:78 msgid "Create requests for quotation from the blanket order" @@ -7415,13 +7436,15 @@ msgid "" "agreement deadline. You usually don't want to select a vendor for calls for " "tenders as you are looking to get quotations from multiple vendors." msgstr "" +"转到 :menuselection:“Orders --> Purchase Agreements” 并单击 " +"*Create*。选择*招标*作为您的*协议类型*。其他字段不是强制性的，但您可以添加要交付的日期并设置协议截止日期。您通常不想选择一个供应商进行招标，因为您希望从多个供应商处获得报价。" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/agreements.rst:115 msgid "" "Next, add the products you want to order and in what quantity. For calls for" " tenders, you typically don't add a price, as the vendors should give you " "their best quote." -msgstr "" +msgstr "接下来，添加您要订购的产品和数量。对于招标，您通常不会添加价格，因为供应商应该给您他们最好的报价。" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/agreements.rst:118 msgid "" @@ -7460,6 +7483,8 @@ msgid "" "click on *Confirm Order*. This automatically closes the call for tenders. " "You can now proceed with the purchase order as you would for a regular one." msgstr "" +"单击每个报价请求以手动添加供应商传达的价格。完成后，选择最有利的报价并单击 *Confirm " +"Order*。这会自动关闭招标。您现在可以像处理普通订单一样处理采购订单。" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:3 msgid "Control and know when vendor bills should be paid" @@ -7513,7 +7538,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:36 msgid "Change a specific product's control policy" -msgstr "" +msgstr "更改特定产品的控制策略" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:38 msgid "" @@ -7522,10 +7547,12 @@ msgid "" "the *Purchase tab*. There you can change a product's default bill control " "policy." msgstr "" +"如果要修改特定产品的控制策略，请转到:menuselection:“Products --> Products”，打开它，单击*Edit* " +"并转到*Purchase tab*。您可以在此处更改产品的默认账单控制策略。" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:47 msgid "View a purchase order's billing status" -msgstr "" +msgstr "查看采购订单的帐单状态" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:49 msgid "" @@ -7537,7 +7564,7 @@ msgstr "确认订单后，您可以通过*其他信息*选项卡查看其*账单 msgid "" "Below you can find a list of the different *Billing Status*, and when they " "are displayed, depending on the products' bill control policy." -msgstr "" +msgstr "下面你可以找到不同的*账单状态*的列表，以及它们显示的时间，取决于产品的账单控制策略。" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:60 msgid "**Billing status**" @@ -7624,6 +7651,8 @@ msgid "" "received in the draft bill - the *Should Be Paid* status is set to *Yes* " "when you create one." msgstr "" +"由于您在收到产品之前无法创建账单 - 并且如果您还没有收到所有产品，Odoo 只会将您收到的产品包含在账单草稿中 - " +"当您创建一个时，*应该支付*状态设置为 *是*。" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:97 msgid "" @@ -7680,6 +7709,7 @@ msgid "" "isn't necessary for the reordering rule to work. In addition, you can add a " "minimum quantity you must order to benefit from that price." msgstr "" +"当您从供应商购买此产品时，请进入该产品的*购买选项卡*，并通过单击*添加一行*添加供应商。您可以添加多个供应商，但要确保对它们进行正确订购，因为重新订购规则总是使用列表中的第一个供应商。您可以添加价格，但重新订购规则不是必须的。此外，你可以添加一个必须订购的最低数量，以受益于该价格。" #: ../../content/applications/inventory_and_mrp/purchase/products/reordering.rst:27 msgid "" @@ -7689,6 +7719,8 @@ msgid "" "purpose, you can add the same vendor multiple times with different prices " "for different quantities." msgstr "" +"如果 Odoo 必须重新订购的数量与指定的最小数量不匹配，Odoo " +"会选择您列表中的下一个供应商。如果您的列表中没有其他供应商，则重新订购规则将不起作用。为此，您可以多次添加同一供应商，但数量不同，价格不同。" #: ../../content/applications/inventory_and_mrp/purchase/products/reordering.rst:37 msgid "" @@ -7719,7 +7751,7 @@ msgstr "打开产品并单击*重新订购规则*按钮。" #: ../../content/applications/inventory_and_mrp/purchase/products/reordering.rst:58 msgid "" "Once you are on the product's reordering rules page, click on *Create*." -msgstr "" +msgstr "进入产品的重新订购规则页面后，单击*创建*。" #: ../../content/applications/inventory_and_mrp/purchase/products/reordering.rst:61 msgid "" @@ -7854,6 +7886,10 @@ msgid "" "for other apps such as inventory). Then, select the *Purchase Unit of " "Measure* to be used for purchases." msgstr "" +"要为销售和购买指定不同的计量单位，请打开购买应用程序并转到:menuselection:“Products --> " +"Products”。创建产品或选择现有产品。在产品的 *General Information* " +"选项卡下，首先选择要用于销售（以及其他应用程序，例如库存）的 *Unit of Measure*。然后，选择要用于采购的 *Purchase Unit " +"of Measure*。" #: ../../content/applications/inventory_and_mrp/purchase/products/uom.rst:47 msgid "" @@ -7913,7 +7949,7 @@ msgstr "" msgid "" "In the example, as you cannot purchase less than 1 roll and won't use " "fractions of a roll as a unit of measure, you can enter 1." -msgstr "" +msgstr "在示例中，由于您不能购买少于 1 卷并且不会使用卷的分数作为计量单位，因此您可以输入1。" #: ../../content/applications/inventory_and_mrp/purchase/products/uom.rst:89 msgid "" @@ -7958,4 +7994,4 @@ msgstr "对于卷帘，比率应设置为100。" msgid "" "You can now configure your product just as you would using Odoo's standard " "units of measure." -msgstr "" +msgstr "您现在可以像使用Odoo的标准测量单位一样配置您的产品。" diff --git a/locale/zh_CN/LC_MESSAGES/productivity.po b/locale/zh_CN/LC_MESSAGES/productivity.po index fa7ba0b2a..15eb349fc 100644 --- a/locale/zh_CN/LC_MESSAGES/productivity.po +++ b/locale/zh_CN/LC_MESSAGES/productivity.po @@ -5,28 +5,26 @@ # # Translators: # Datasource International , 2021 -# Gary Wei , 2021 # fausthuang, 2021 # LINYUN TONG , 2021 # 黎伟杰 <674416404@qq.com>, 2021 -# Jeffery CHEN , 2021 -# 山西清水欧度(QQ:54773801) <54773801@qq.com>, 2021 -# 稀饭~~ , 2021 # F4NNIU , 2021 # Mandy Choy , 2021 # 新 陈 , 2021 -# Martin Trigaux, 2022 # diaojiaolou <124412206@qq.com>, 2022 # Raymond Yu , 2022 +# Jeffery CHEN , 2022 +# 山西清水欧度(QQ:54773801) <54773801@qq.com>, 2022 +# Martin Trigaux, 2022 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2022-07-22 09:36+0000\n" +"POT-Creation-Date: 2022-09-01 15:11+0000\n" "PO-Revision-Date: 2021-11-02 08:49+0000\n" -"Last-Translator: Raymond Yu , 2022\n" +"Last-Translator: Martin Trigaux, 2022\n" "Language-Team: Chinese (China) (https://www.transifex.com/odoo/teams/41243/zh_CN/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -1391,13 +1389,11 @@ msgstr "在某些情况下，可能需要USB转串口适配器。" #: ../../content/applications/productivity/iot/devices/scale.rst:17 msgid "" -"If your scale is `compatibale with Odoo IoT Box " +"If your scale is `compatible with Odoo IoT Box " "`_, there is no need to set up " "anything because it will be automatically detected as soon as it is " "connected." msgstr "" -"如果你的天平与Odoo IoT盒子兼容``_，无需设置任何内容，因为连接后会自动检测到。" #: ../../content/applications/productivity/iot/devices/scale.rst:24 msgid "" @@ -1751,1027 +1747,1850 @@ msgstr "在*邮件*下选择*自定义操作*，单击*Outlook的Odoo*，然后 msgid "Open any email; the shortcut should be displayed." msgstr "打开任何电子邮件；应显示快捷方式。" -#: ../../content/applications/productivity/studio.rst:8 +#: ../../content/applications/productivity/studio.rst:6 msgid "Studio" msgstr "在线开发工具" -#: ../../content/applications/productivity/studio.rst:10 +#: ../../content/applications/productivity/studio.rst:16 msgid "" -"Learn all you need in order to build custom applications: customize views, " -"create specific reports, automate actions, define approval workflows, etc." -msgstr "了解构建自定义应用程序所需的一切：自定义视图、创建特定报告、自动化操作、定义审批工作流等。" +"Studio is a toolbox that allows you to customize Odoo without coding " +"knowledge. For example, you can, on any app, add or modify:" +msgstr "" -#: ../../content/applications/productivity/studio.rst:14 +#: ../../content/applications/productivity/studio.rst:19 +msgid ":doc:`Fields `" +msgstr "" + +#: ../../content/applications/productivity/studio.rst:20 +msgid ":doc:`Views `" +msgstr "" + +#: ../../content/applications/productivity/studio.rst:21 +msgid ":doc:`Models `" +msgstr "" + +#: ../../content/applications/productivity/studio.rst:22 +msgid ":doc:`Automated actions `" +msgstr "" + +#: ../../content/applications/productivity/studio.rst:23 +msgid "PDF reports" +msgstr "" + +#: ../../content/applications/productivity/studio.rst:24 +msgid "Approval rules" +msgstr "" + +#: ../../content/applications/productivity/studio.rst:25 +msgid "Security rules" +msgstr "" + +#: ../../content/applications/productivity/studio.rst:27 +msgid "" +"Or you can :doc:`build an app from scratch `." +msgstr "" + +#: ../../content/applications/productivity/studio.rst:30 msgid "`Odoo Tutorials: Studio `_" msgstr "`Odoo 教程：Studio`_" -#: ../../content/applications/productivity/studio/concepts.rst:5 -msgid "Concepts" -msgstr "概念" - -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:3 -msgid "Understanding Automated Actions" -msgstr "了解自动操作" - -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:6 -msgid "" -"Automated actions are used to trigger actions. They are based on conditions " -"and happen on top of Odoo’s default business logic." -msgstr "自动操作用于触发操作。它们基于条件，并且发生在 Odoo 的默认业务逻辑上。" - -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:9 -msgid "" -"Examples of automated actions include: creating a next activity upon a " -"quote's confirmation; adding a user as a follower of a confirmed invoice if " -"its total is higher than a certain amount; or preventing a lead from " -"changing stage if a field is not filled in." +#: ../../content/applications/productivity/studio/automated_actions.rst:3 +msgid "Automated actions (automations)" msgstr "" -"自动操作的示例包括：在报价确认后创建下一个活动;如果用户的总数高于一定金额，则将其添加为已确认发票的追随者;或在未填写字段时阻止潜在顾客更改阶段。" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:16 +#: ../../content/applications/productivity/studio/automated_actions.rst:5 msgid "" -"Let's understand how to properly define *when* an automated action runs and " -"*how* to create one:" -msgstr "让我们了解如何正确定义*when* 自动操作运行和*how* 创建一个：" - -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:18 -msgid "" -"The first step is to choose the :doc:`Model ` on " -"which the action is applied." -msgstr "第一步是选择:doc:`Model ` 应用操作。" - -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:19 -msgid "" -"The **Trigger** field defines the event that causes the automated action to " -"happen:" -msgstr "**Trigger **段定义导致自动操作发生的事件：" - -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:21 -msgid "" -"*On Creation*: when a new record is created. Note that the record is created" -" once saved for the first time." -msgstr "*On Creation*: 创建新记录时。请注意，记录是首次保存一次时创建的。" - -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:23 -msgid "" -"*On Update*: when the record is updated. Note that the update happens once " -"the record is saved." -msgstr "*On Update*:更新记录时。请注意，更新在保存记录后发生。" - -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:24 -msgid "" -"*On Creation & Update*: on the creation and/or on the update of a record " -"once the form is saved." -msgstr "*On Creation & Update*：在创建和/或更新记录后，窗体保存。" - -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:25 -msgid "*On Deletion*: on the removal of a record under the condition set." -msgstr "*On Deletion*：在设置的条件下删除记录。" - -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:26 -msgid "" -"*Based on Form Modification*: when the value of the specified *Trigger* " -"field is changed in the interface (user sees the changes before saving the " -"record). Note that this action can only be used with the *Execute Python " -"Code* action type." +"Automated actions are used to trigger automatic changes based on user " +"actions (e.g., apply a modification when a field is set to a specific value)" +" or on time conditions (e.g., archive a record 7 days after its last " +"update)." msgstr "" -"*Based on Form Modification*：当指定 *Trigger* " -"字段的值在界面中更改时（用户在保存记录之前看到更改）。请注意，此操作只能与 *Execute Python Code* 操作类型一起使用。" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:29 +#: ../../content/applications/productivity/studio/automated_actions.rst:9 msgid "" -"*Based on Timed Condition*: a delay happens after a specific date/time. Set " -"a *Delay after trigger date* if you need a delay to happen before the " -"*Trigger Date*. Example: to send a reminder 15min before a meeting. If the " -"date/time is not set on the form of the model chosen, the date/time " -"considered is the one of the creation/update of the record." +"To create an automated action with Studio, go to :guilabel:`Automations` " +"from anywhere within Studio." msgstr "" -"*Based on Timed Condition*：特定日期/时间之后发生延迟。如果需要在*Delay after trigger date* " -"触发日期后设置 *Trigger Date*。示例：在会议前 15 " -"分钟发送提醒。如果未在所选模型的形式上设置日期/时间，则所考虑的日期/时间是创建/更新记录的日期/时间。" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:34 -msgid "For every Trigger option, **conditions** can be applied, such as:" -msgstr "对于每个触发器选项，**conditions **以应用，例如：" - -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:36 +#: ../../content/applications/productivity/studio/automated_actions.rst:12 msgid "" -"*Before Update Domain*: if designated, this condition must be satisfied " -"before the record is updated." -msgstr "*Before Update Domain*：如果指定，在更新记录之前必须满足此条件。" - -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:38 -msgid "" -"*Apply on*: if designated, this condition must be satisfied before executing" -" the action rule (*Action To Do*), and after the update." -msgstr "*Apply on*：如果指定，在执行操作规则 (*Action To Do*)之前和更新之后，必须满足此条件。" - -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:41 -msgid "" -"The **Active** option is to be turned off when the rule should be hidden and" -" not executed." -msgstr "**Active** 选项将在应隐藏且不执行规则时关闭。" - -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:43 -msgid "" -"Under **Action To Do** choose the type of server action that must be " -"executed once records meet the *Trigger* conditions:" -msgstr "在 **Action To Do **，选择记录满足 *Trigger* 条件后必须执行的服务器操作类型：" - -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:45 -msgid "" -"*Execute Python Code*: a block of code is executed. A *Help* tab with the " -"variables that can be used is available." -msgstr "*Execute Python Code*:执行代码块。可用 *Help* 选项卡，包含可以使用的变量。" - -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:47 -msgid "*Create New Record*: a new record with new values is created." -msgstr "*Create New Record*:将创建具有新值的新记录。" - -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:48 -msgid "*Update a Record*: updates the record that triggered the action." -msgstr "*Update a Record*:更新触发操作的记录。" - -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:49 -msgid "" -"*Execute several actions*: defines an action that triggers other server " -"actions." -msgstr "*Execute several actions*:定义触发其他服务器操作的操作。" - -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:50 -msgid "" -"*Send Email*: an automatic :doc:`email " -"` is sent." +"For every automated action you create, the following elements should be " +"defined: the :ref:`studio/automated-actions/model`, the " +":ref:`studio/automated-actions/trigger`, the :ref:`studio/automated-" +"actions/apply-on`, and the :ref:`studio/automated-actions/action`." msgstr "" -"*发送电子邮件*：自动发送：文档:`email " -"` 。" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:51 -msgid "*Add Followers*: followers are notified of changes in the task." -msgstr "*添加关注者*：关注者收到任务更改的通知。" +#: ../../content/applications/productivity/studio/automated_actions.rst:25 +msgid "Model" +msgstr "模型" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:52 -msgid "" -"*Create Next Activity*: creates an activity such as: *Call*, *Email*, " -"*Reminder*." -msgstr "*Create Next Activity*: 创建活动，例如：*Call*, *Email*, *Reminder*." - -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:53 -msgid "" -"*Send SMS Text Message*: sends an :doc:`SMS " -"`." +#: ../../content/applications/productivity/studio/automated_actions.rst:27 +msgid "Select the model where the automated action should be applied." msgstr "" -"*发送SMS短信*：发送：doc:`SMS " -"`。" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:56 -msgid "Example" -msgstr "例子" - -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:58 +#: ../../content/applications/productivity/studio/automated_actions.rst:30 msgid "" -"This is the process of which the update of the *Email* field on the " -"Lead/Opportunity *Model*, with a *Trigger Condition* set to *On Update*, " -"goes through:" +"The model you are on when you click on :guilabel:`Automations` is pre-" +"selected by default." msgstr "" -"这是潜在顾客/商机模型 *Model*上的*Email* 字段的更新过程，将*Trigger Condition* 设置为 *On " -"Update*，将经历：" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:65 -msgid "The user creates the record without an email address set." -msgstr "用户创建记录时没有设置电子邮件地址。" +#: ../../content/applications/productivity/studio/automated_actions.rst:35 +msgid "Trigger" +msgstr "触发器" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:66 -msgid "The user updates the record defining an email address." -msgstr "用户更新定义电子邮件地址的记录。" - -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:67 +#: ../../content/applications/productivity/studio/automated_actions.rst:37 msgid "" -"Once the change is saved, the automation checks if any of the *Watched " -"Fields* are being updated (for the example: field name *email_from* (Email)." -msgstr "保存更改后，自动化将检查是否更新了任何 *Watched Fields* （例如：字段名称 *email_from* (Email)。" - -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:69 -msgid "" -"If true, it checks if the record matches the *Before Update Domain* (for the" -" example: *email is not set*)." -msgstr "如果为 true，它将检查记录是否与 *Before Update Domain* 匹配（例如： *email is not set*）。" - -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:71 -msgid "" -"If true, it checks (*after the update*) whether the record matches the " -"*Apply on* domain (for the example: *email is set*)." +"Define when the automated action should be applied. Six triggers are " +"available." msgstr "" -"如果为 true，它将检查 (*after the update*)记录是否与*Apply on*域匹配（例如： *email is set*）。" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:73 -msgid "If true, the chosen *Action To Do* is performed on the record." -msgstr "如果为 true，则对记录执行所选的 *Action To Do*。" +#: ../../content/applications/productivity/studio/automated_actions.rst:42 +msgid "On Creation" +msgstr "创建时" -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:76 -msgid ":doc:`understanding_general`" -msgstr ":doc:`understanding_general`" - -#: ../../content/applications/productivity/studio/concepts/understanding_automated_actions.rst:77 -msgid ":doc:`../use_cases/automated_actions`" -msgstr ":doc:`../use_cases/automated_actions`" - -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:3 -msgid "Understanding General Concepts" -msgstr "了解一般概念" - -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:7 -msgid "" -"Odoo Studio is a toolbox that allows you to add models or adapt " -"functionalities on top of Odoo’s standard behavior without coding knowledge." -" You can also create custom views and modify existing ones without having to" -" get into the XML code." +#: ../../content/applications/productivity/studio/automated_actions.rst:44 +msgid "The action is triggered when a record is created and then saved." msgstr "" -"Odoo Studio 是一个工具箱，允许您在 Odoo " -"的标准行为上添加模型或调整功能，而无需编码知识。您还可以创建自定义视图并修改现有视图，而无需进入 XML 代码。" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:11 +#: ../../content/applications/productivity/studio/automated_actions.rst:49 +msgid "On Update" +msgstr "更新时" + +#: ../../content/applications/productivity/studio/automated_actions.rst:51 msgid "" -"Even for experienced developers, typing out code requires time. By using " -"Odoo Studio, you can quickly get your models up and going and focus on the " -"crucial parts of your application. The result is a user-friendly solution " -"that makes customizations and designing new applications easy with or " -"without programming skills." +"The action is triggered when a previously saved record is edited and then " +"saved." msgstr "" -"即使对于有经验的开发人员，键入代码也需要时间。通过使用 Odoo " -"Studio，您可以快速启动模型并专注于应用程序的关键部分。结果是用户友好的解决方案，使自定义和设计新应用程序容易有或没有编程技能。" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:15 -msgid "Getting started" -msgstr "POS 入门" - -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:17 +#: ../../content/applications/productivity/studio/automated_actions.rst:53 msgid "" -"One you start using Odoo Studio, you automatically create a new *module* " -"that contains all your modifications. These modifications can be done on " -"existing screens (*views*), by adding new *fields* in existing applications," -" or by creating an entirely new *model*." +"Use :guilabel:`Trigger Fields` to specify which fields - and only those - " +"trigger the action on their update." msgstr "" -"一个您开始使用 Odoo Studio，您会自动创建一个新的*module* ，其中包含您的所有修改。这些修改可以在现有屏幕上 " -"(*views*)完成，在现有应用程序中添加新的*fields* ，或者通过创建全新的*model*。" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:22 -msgid "What is a Module?" -msgstr "什么是模块？" - -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:25 +#: ../../content/applications/productivity/studio/automated_actions.rst:55 msgid "" -"An Odoo **Module** can contain a number of elements, such as: business " -"objects (models), object views, data files, web controllers, and static web " -"data. An application is a collection of modules." +"To detect when a record changes from one state to another, define a " +":guilabel:`Before Update Domain` filter, which checks if the condition is " +"satisfied before the record is updated. Then set an :ref:`studio/automated-" +"actions/apply-on` filter, which checks if the condition is met after the " +"record is updated." msgstr "" -"Odoo **Module** 可以包含许多元素，例如：业务对象(models)、对象视图、数据文件、Web 控制器和静态 Web " -"数据。应用程序是模块的集合。" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:29 +#: ../../content/applications/productivity/studio/automated_actions.rst:61 msgid "" -"In object-oriented programming, models usually represent a concept from the " -"real world. Example: Odoo has models for Sales Orders, Users, Countries, " -"etc. If you were to build an application to manage Real Estate sales, a " -"model that represents the Properties for sale would probably be your first " -"step." +"If you want the automated action to happen when an email address is set on a" +" contact, define the :guilabel:`Before Update Domain` to `Email is not set`," +" and the :guilabel:`Apply on` domain to `Email is set`." msgstr "" -"在面向对象的编程中，模型通常表示来自现实世界的概念。示例：Odoo " -"具有销售订单、用户、国家/地区等的模型。如果要构建一个应用程序来管理房地产销售，则表示要出售的房产的模型可能是您的第一步。" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:38 -msgid "What is a Model (also called Object)?" -msgstr "什么是模型（也称为对象）？" +#: ../../content/applications/productivity/studio/automated_actions.rst:72 +msgid "On Creation & Update" +msgstr "创建以及更新时" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:40 +#: ../../content/applications/productivity/studio/automated_actions.rst:74 msgid "" -"A **Model** determines the logical structure of a database and fundamentally" -" determines in which manner data can be stored, organized, and manipulated. " -"In other words, a model is a table of information that can be bridged with " -"other tables." -msgstr "**Model **定数据库的逻辑结构，从根本上确定数据的存储、组织和操作方式。换句话说，模型是可与其他表桥接的信息表。" - -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:45 -msgid "What are Fields?" -msgstr "什么是字段？" - -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:47 -msgid "" -"**Fields** compose models. It is where a record (a piece of data) is " -"registered." -msgstr "**Fields **成模型。这是记录（一段数据）的注册地。" - -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:49 -msgid "" -"Example: on the Real Estate application, fields on the Properties model " -"would include the price, address, a picture, a link to the current owner, " -"etc." -msgstr "示例：像在建房子的过程中一样，属性模型上的字段将包括价格、地址、图片、指向当前所有者的链接等。" - -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:50 -msgid "" -"There are 2 main types of fields in Odoo: *basic (or scalar) fields* and " -"*relational fields*." -msgstr "Odoo 有 2 种主要类型的字段： *basic (or scalar) fields* 和 *relational fields*。" - -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:53 -msgid "" -"Basic fields represent simple values, like numbers or text. Relational " -"fields represent relations between models. So, if you have a model for " -"*Customers* and another one for *Properties*, you would use a relational " -"field to link each Property to its Customer." +"The action is triggered when a record is created and saved or edited " +"afterward and saved." msgstr "" -"基本字段表示简单值，如数字或文本。关系字段表示模型之间的关系。因此，如果您有 *Customers* 的模型，以及 *Properties* " -"的模型，则将使用关系字段将每个属性链接到其客户。" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:56 -msgid "Relational Fields in detail" -msgstr "详细关系字段" +#: ../../content/applications/productivity/studio/automated_actions.rst:79 +msgid "On Deletion" +msgstr "删除时" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:59 -msgid "" -"**Relational Fields** provide the option to link the data of one model with " -"the data of another model." -msgstr "**Relational Fields** 提供将一个模型的数据与另一个模型的数据链接的选项。" - -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:60 -msgid "" -"In Odoo, relational field types are: *One2many*, *Many2one*, *Many2many*." -msgstr "在 Odoo 中，关系字段类型包括：*One2many*, *Many2one*, *Many2many*." - -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:66 -msgid "" -"An **One2many** field is a *one-way* direction of selecting *multiple* " -"records from a table." -msgstr "**One2many **段是从表中选择 *multiple* 记录 *one-way* 方向。" - -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:68 -msgid "" -"Example: a Sales Order can contain multiple Sales Order Lines, which also " -"contain multiple fields of information." -msgstr "示例：销售订单可以包含多个销售订单行，其中也包含多个信息字段。" - -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:69 -msgid "" -"A **Many2one** field is a *one-way* direction of selecting *one* record from" -" a table." -msgstr "**Many2one** 字段是从表中选择 *one* 记录 *one-way* 方向。" - -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:70 -msgid "" -"Example: you can have many product categories, but each product can only " -"belong to one category." -msgstr "示例：您可以有许多产品类别，但每个产品只能属于一个类别。" - -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:71 -msgid "" -"A **Many2many** field is a *two-way* direction of selecting records from a " -"table." -msgstr "**Many2many** 字段是从表中选择记录的 *two-way* 方向。" - -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:72 -msgid "Example: multiple tags can be added to a lead’s form." -msgstr "示例：可以向潜在顾客的窗体添加多个标记。" - -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:75 -msgid "An *One2many* field must have a *Many2one* related to it." -msgstr "*One2many* 字段必须具有与它相关的*Many2one*。" - -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:78 -msgid "What are Views?" -msgstr "什么是视图？" - -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:80 -msgid "" -"**Views** define how records are displayed. They are specified in XML which " -"means that they can be edited independently from the models that they " -"represent. There are various types of views in Odoo, and each of them " -"represents a mode of visualization. Some examples are: *form*, *list*, " -"*kanban*." +#: ../../content/applications/productivity/studio/automated_actions.rst:81 +msgid "The action is triggered when a record is deleted." msgstr "" -"**Views **义记录的显示方式。它们在 XML 中指定，这意味着它们可以独立于它们表示的模型进行编辑。Odoo " -"中有各种类型的视图，每种视图都表示可视化模式。一些例子是：*form*, *list*, *kanban*。" -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:85 -msgid "What is a Menu?" -msgstr "什么是菜单？" - -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:87 +#: ../../content/applications/productivity/studio/automated_actions.rst:84 msgid "" -"A **Menu** is a button that executes an action. In Odoo Studio, to create " -"menus (models) and rearrange their hierarchy, click on *Edit Menu*." -msgstr "**菜单**执行动作的按钮。在Odoo Studio中，要创建菜单（模型）并重新排列其层次结构，请单击*编辑菜单*。" - -#: ../../content/applications/productivity/studio/concepts/understanding_general.rst:95 -msgid "`Studio Basics `_" -msgstr "`Studio Basics `_" - -#: ../../content/applications/productivity/studio/how_to.rst:5 -msgid "How To" -msgstr "如何" - -#: ../../content/applications/productivity/studio/how_to/export_import.rst:3 -msgid "Export and Import Modules" -msgstr "导出和导入模块" - -#: ../../content/applications/productivity/studio/how_to/export_import.rst:5 -msgid "" -"When you do customizations in Odoo Studio, a new module is created in your " -"database, making it easy to use Studio for prototyping." -msgstr "在 Odoo Studio 中进行自定义时，在数据库中创建一个新模块，以便于使用 Studio 进行原型设计。" - -#: ../../content/applications/productivity/studio/how_to/export_import.rst:8 -msgid "" -"To export these customizations, activate Studio on the main dashboard and, " -"under the menu *Customizations*, click on *Export*. The default filename is " -"*customizations.zip*." +"This trigger is rarely used, as archiving records is usually preferred to " +"deletion." msgstr "" -"要导出这些自定义项，请激活主仪表板上的 " -"Studio，并在菜单*Customizations*下单击*Export*。默认文件名为*customizations.zip*。" -#: ../../content/applications/productivity/studio/how_to/export_import.rst:16 -msgid "" -"The module created contains the definition of custom models and fields, as " -"well as the UI elements of any customization in an XML format." -msgstr "创建的模块包含自定义模型和字段的定义，以及 XML 格式的任何自定义的 UI 元素。" +#: ../../content/applications/productivity/studio/automated_actions.rst:89 +msgid "Based on Form Modification" +msgstr "基于表单修改" -#: ../../content/applications/productivity/studio/how_to/export_import.rst:18 +#: ../../content/applications/productivity/studio/automated_actions.rst:91 msgid "" -"To import and install the customizations in another instance, connect to the" -" destination database, activate Studio and, under *Customizations*, click on" -" *Import*." -msgstr "若要在另一实例中导入和安装自定义项，请连接到目标数据库，激活 Studio，并在 *Customizations*下单击*Import*。" - -#: ../../content/applications/productivity/studio/how_to/export_import.rst:25 -msgid "" -"Studio does not know which apps are customized (because the same view can be" -" modified on different apps), therefore, it *does not* add the underlying " -"modules as dependencies of the exported module. In other words, the " -"applications installed on the source database should be installed on the " -"destination database." +"The action is triggered when any change is done to a trigger field's value " +"on the :ref:`Form view `, even before saving the " +"record. This trigger only works on the user interface when a modification is" +" made by a user. If the field is changed through another action and not by " +"the user, the action will not run." msgstr "" -"Studio 不知道自定义了哪些应用（因为可以在不同应用中修改相同的视图），因此，它*does not* " -"将基础模块添加为导出模块的依赖项。换句话说，源数据库上安装的应用程序应安装在目标数据库上。" -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:3 -msgid "Customizing the Rainbow Man" -msgstr "定制彩虹人" - -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:5 +#: ../../content/applications/productivity/studio/automated_actions.rst:97 msgid "" -"The Rainbow Man in Odoo is an animation shown once the user completes " -"certain tasks and clicks on certain buttons. It is a way to make the " -"software fun to use, and rewarding, for employees." -msgstr "Odoo 中的彩虹人是一个动画显示一旦用户完成某些任务并点击某些按钮。这是一种让软件变得有趣的方式，为员工带来回报。" - -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:13 -msgid "" -"On most buttons in Odoo, such as *Send by Email*, *Confirm* or *Cancel*, " -"once they are selected in Studio, under their *Properties*, the *Rainbow " -"Man* effect can be applied." +"This trigger can only be used with the :ref:`Execute Python Code action " +"`, so development is required." msgstr "" -"在 Odoo 中的大多数按钮上，例如 *Send by Email*、*Confirm* 或 *Cancel*，一旦在 Studio " -"中选择了它们，在它们 *Properties* 下，就可以应用*Rainbow Man*效果。" -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:14 -msgid "By default, the feature is active:" -msgstr "默认情况下，该功能处于活动状态：" +#: ../../content/applications/productivity/studio/automated_actions.rst:103 +msgid "Based on Timed Condition" +msgstr "基于时间条件" -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:16 -msgid "when opportunities are marked as won;" -msgstr "当机会被标记为获胜时;" - -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:17 -msgid "when users empty their inboxes;" -msgstr "当用户清空收件箱时;" - -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:18 -msgid "when the user finishes a tour;" -msgstr "当用户完成游览时;" - -#: ../../content/applications/productivity/studio/how_to/rainbow_man.rst:19 -msgid "when the user finishes doing reconciliations." -msgstr "当用户完成对帐时。" - -#: ../../content/applications/productivity/studio/how_to/reports.rst:3 -msgid "Customizing Reports" -msgstr "自定义报表" - -#: ../../content/applications/productivity/studio/how_to/reports.rst:9 +#: ../../content/applications/productivity/studio/automated_actions.rst:105 msgid "" -"Odoo uses HTML and CSS technologies to create reports. HTML is a markup " -"language that uses tags, also called elements. It is the core of any webpage" -" because it provides its basic structure. CSS interacts with HTML elements " -"to add style to the page, establishing how the HTML is shown to the user. " -"Odoo’s reports also use Bootstrap’s grid layout, which is the containers, " -"rows, and columns to align content, and support Odoo's website themes." +"The action is triggered when a trigger field's date or date & time value is " +"reached." msgstr "" -"Odoo 使用 HTML 和 CSS 技术创建报表。HTML 是一种使用标记（也称为元素）的标记语言。它是任何网页的核心，因为它提供了其基本结构。CSS" -" 与 HTML 元素交互，以向页面添加样式，从而确定向用户显示 HTML 的方式。Odoo 的报告还使用 Bootstrap " -"的网格布局，即容器、行和列来对齐内容，并支持 Odoo 的网站主题。" -#: ../../content/applications/productivity/studio/how_to/reports.rst:11 +#: ../../content/applications/productivity/studio/automated_actions.rst:107 msgid "" -"When creating a new report, choose the purpose of it and if you would like " -"the report to include header and footer (company logo, name, address, phone," -" email address, etc.)." -msgstr "创建新报表时，请选择其用途，如果希望报表包含页眉和页脚（公司徽标、名称、地址、电话、电子邮件地址等）。" - -#: ../../content/applications/productivity/studio/how_to/reports.rst:17 -msgid "" -"Under the tab **Add**, you find the fields to be dragged and dropped to the " -"view. *Fields*, *Data tables*, *Subtotal & Total*, and *Address Book* are " -"dynamic elements (meaning that they need a :doc:`one2many or a many2many " -"<../concepts/understanding_general>` related object). *Text*, *Title Block*," -" *Image*, and *Text in Cell* are static elements." +"To trigger the action after the :guilabel:`Trigger Date`, add a number of " +"minutes, hours, days, or months under :guilabel:`Delay after trigger date`. " +"To trigger the action before, add a negative number instead." msgstr "" -"在选项** Add **，您可以找到要拖动的字段并将其拖到视图中。*Fields*, *Data tables*, *Subtotal & " -"Total*, 和 *Address Book*是动态元素 (这意味着他们需要一个 :doc:`one2many or a many2many " -"<../concepts/understanding_general>`相关对象)。 *Text*, *Title Block*, " -"*Image*,和*Text in Cell*是静态元素。" -#: ../../content/applications/productivity/studio/how_to/reports.rst:26 +#: ../../content/applications/productivity/studio/automated_actions.rst:112 msgid "" -"Once the element is added to the view, select it to see its **Options**. The" -" first section shows the hierarchy of the selected object and its " -"properties, allowing you to individually edit them. Fields with related " -"objects have their directives shown on *Field Expression*." +"If you want to send a reminder email 30 minutes before the start of a " +"calendar event, select the :guilabel:`Start (Calendar Event)` under " +":guilabel:`Trigger Date` and set the :guilabel:`Delay after trigger date` to" +" **-30** :guilabel:`Minutes`." msgstr "" -"将元素添加到视图中后，选择它以查看** " -"Options**。第一部分显示所选对象的层次结构及其属性，允许您单独编辑它们。具有相关对象的字段的指令显示在*Field Expression*。" -#: ../../content/applications/productivity/studio/how_to/reports.rst:34 -msgid "" -"Under **Visible if**, define the rule(s) to set visibility conditions to " -"fields." -msgstr "在 **Visible if **，定义规则以将可见性条件设置为字段。" - -#: ../../content/applications/productivity/studio/how_to/reports.rst:36 -msgid "" -"Example: if choosing to display a product image, you could set a visibility " -"rule to only display the ones that are *set* in the product form, avoiding " -"having a plain icon when they are not set." -msgstr "示例：如果选择显示产品图像，可以设置可见性规则，以便仅在产品窗体中显示*set* 的图标，避免在未设置时具有纯图标。" - -#: ../../content/applications/productivity/studio/how_to/reports.rst:40 -msgid "" -"**Visible for** is used to set which :doc:`groups " -"` can have access to specific elements in the " -"report. **Limit visibility to groups**, under *Report*, sets the visibility " -"of the report to specifics groups, meaning that users belonging to other " -"groups do not see the same final document." +#: ../../content/applications/productivity/studio/automated_actions.rst:121 +msgid "By default, the scheduler checks for trigger dates every 4 hours." msgstr "" -"**可见性来自 **于设置哪些：doc:`用户组`可以访问报告中的特定元素 **制组的可见**" -" ，在*报告*下，将报告的可见性设置为特定组，这意味着属于其他组的用户看不到相同的最终文档。" -#: ../../content/applications/productivity/studio/how_to/reports.rst:46 -msgid "" -"Under the **Report** tab, name your report, choose the paper format, and if " -"the report should be added to the *Print* menu list on its respective " -"document form." -msgstr "在 **Report **项卡下，命名报表，选择纸张格式，以及报告是否应添加到相应文档窗体上的 *Print* 菜单列表中。" +#: ../../content/applications/productivity/studio/automated_actions.rst:126 +msgid "Apply on" +msgstr "应用于" -#: ../../content/applications/productivity/studio/how_to/reports.rst:53 +#: ../../content/applications/productivity/studio/automated_actions.rst:128 msgid "" -"If activating the :ref:`developer mode `, additional fields " -"such as *Class* under *Options*, and *Reload from attachment* under " -"*Report*, become visible." +"Define on which records of the model the automated action should be applied." +" It works the same way as when you apply filters on a model." msgstr "" -"如果激活：来自:`开发者模式`，则其他字段（如*选项*下的*种类*）和*报告*下的*从附件重新加载*）将可见。" -#: ../../content/applications/productivity/studio/how_to/reports.rst:56 +#: ../../content/applications/productivity/studio/automated_actions.rst:134 +msgid "Action" +msgstr "动作" + +#: ../../content/applications/productivity/studio/automated_actions.rst:136 msgid "" -"*Class*: add custom CSS classes to the selected element (e.g. Bootstrap " -"classes such as *text-danger*)." +"Determine what the automated action should do (server action). There are " +"eight types of action to choose from." msgstr "" -"*Class*: 将自定义 CSS 类添加到所选元素 (e.g. Bootstrap classes such as *text-danger*)." -#: ../../content/applications/productivity/studio/how_to/reports.rst:59 +#: ../../content/applications/productivity/studio/automated_actions.rst:142 +msgid "Execute Python Code" +msgstr "可执行Python代码" + +#: ../../content/applications/productivity/studio/automated_actions.rst:144 msgid "" -"*Reload from attachment*: saves the report as an attachment of the document " -"when printed. When the report is reprinted, it re-downloads that attachment " -"instead of re-printing it. This means that if the underlying record (e.g. " -"Invoice) changes when compared to the first impression, the report does not " -"reflect the changes because they were done after the attachment was created." -" This is typically useful for reports linked to documents that should not " -"change, such as Invoices." +"The action is used to execute Python code. The available variables are " +"described on the :guilabel:`Python Code` tab, which is also used to write " +"your code, or on the :guilabel:`Help` tab." msgstr "" -"*Reload from attachment*: " -"打印时将报表保存为文档的附件。重印报表时，它会重新下载该附件，而不是重新打印。这意味着，如果基础记录（例如发票）与第一次展示结果相比发生更改，则报表不会反映更改，因为它们是在创建附件后完成的。这通常适用于链接到不应更改的文档（如发票）的报表。" -#: ../../content/applications/productivity/studio/how_to/reports.rst:67 +#: ../../content/applications/productivity/studio/automated_actions.rst:147 msgid "" -"Actions in Odoo Studio can be undone until you *Close* the toolbox. Once you" -" have closed Studio, changes can not be undone anymore." -msgstr "在您关闭工具箱之前，可以撤消 Odoo 工作室中的操作。 *Close* Studio 后，不能再撤消更改。" - -#: ../../content/applications/productivity/studio/use_cases.rst:5 -msgid "Use Cases" -msgstr "案例" - -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:3 -msgid "Advanced Use Cases: Automated Actions" -msgstr "高级用例：自动操作" - -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:5 -msgid "" -"**Case scenario 1: when a Belgian lead is created, a 3-stars priority should" -" be automatically applied.**" +"To allow the action to be run through the website, tick :guilabel:`Available" +" on the Website` and add a :guilabel:`Website Path`." msgstr "" -"**Case scenario 1: when a Belgian lead is created, a 3-stars priority should" -" be automatically applied.**" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:8 -msgid "Under *Automations*, click on *Create* and set the following rules:" -msgstr "在 *Automations*下，单击 *Create* 并设置以下规则：" +#: ../../content/applications/productivity/studio/automated_actions.rst:153 +msgid "Create a new Record" +msgstr "创建一条新记录" -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:10 -msgid "*Model*: Lead/Opportunity" -msgstr "*Model*: 潜在顾客/机会" - -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:11 -msgid "*Active*: On" -msgstr "*Active*: On" - -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:12 -msgid "*Trigger*: On Creation & Update" -msgstr "*Trigger*: 在创建和更新" - -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:13 -msgid "*Apply on*: Country > Country Name = Belgium" -msgstr "*Apply on*: 国家 > 国家名称 = 比利时" - -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:14 -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:53 -msgid "*Action To Do*: Update the Record" -msgstr "*Action To Do*: 更新记录" - -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:15 -msgid "*Data to Write*: Lead/Opportunity > Value > 3" -msgstr "*Data to Write*:潜在顾客/机会 > 价值 > 3" - -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:22 -msgid "" -"Check :doc:`this doc ` in order to have another " -"automated action example." -msgstr "检查 :doc:`this doc ` 以便有另一个自动操作示例。" - -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:25 -msgid ":doc:`../concepts/understanding_automated_actions`" -msgstr ":doc:`../concepts/understanding_automated_actions`" - -#: ../../content/applications/productivity/studio/use_cases/automated_actions.rst:26 -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:61 -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:138 -#: ../../content/applications/productivity/studio/use_cases/views.rst:28 -msgid ":doc:`../concepts/understanding_general`" -msgstr ":doc:`../concepts/understanding_general`" - -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:3 -msgid "Advanced Use Cases: Filters and Status Bar" -msgstr "高级用例：筛选器和状态栏" - -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:5 -msgid "" -"**Case scenario 1: on Sales, set a filter on Belgian customers and define it" -" as the default one (the user should still be able to unset the filter).**" +#: ../../content/applications/productivity/studio/automated_actions.rst:155 +msgid "The action is used to create a new record on any model." msgstr "" -"**Case scenario 1: on Sales, set a filter on Belgian customers and define it" -" as the default one (the user should still be able to unset the filter).**" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:8 +#: ../../content/applications/productivity/studio/automated_actions.rst:158 msgid "" -"On your customer’s page, use *Filters* > *Add Custom Filter* to group " -"customers by country. Now, under *Favorites*, *Save Current Search* enabling" -" *Use by default* and *Save*." +"Selecting a :guilabel:`Target Model` is only required if you want to target " +"another model than the one you are on." msgstr "" -"在客户页面上，使用*Filters* > *Add Custom Filter*按国家/地区对客户进行分组。现在，*Favorites*下， *Save" -" Current Search*使 *Use by default* 和 *Save*." -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:15 +#: ../../content/applications/productivity/studio/automated_actions.rst:161 msgid "" -"On *Filter Rules* in Studio mode, select the respective filter and enable " -"*Default Filter*." -msgstr "在 在 Studio 模式下的 *Filter Rules*上，选择相应的筛选器并启用 *Default Filter*。" - -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:21 -msgid "" -"**Case scenario 2: add a status bar on the product form to manage its life " -"cycle. Set the values: ‘Prototype’, ‘In use’ and ‘Deprecated’. By default, " -"the Kanban view must be grouped by status.**" +"To link the record that triggered the creation of the new record, select a " +"field under :guilabel:`Link Field`. For example, you could create a contact " +"automatically when a lead is turned into an opportunity." msgstr "" -"**Case scenario 2: add a status bar on the product form to manage its life " -"cycle. Set the values: ‘Prototype’, ‘In use’ and ‘Deprecated’. By default, " -"the Kanban view must be grouped by status.**" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:26 +#: ../../content/applications/productivity/studio/automated_actions.rst:164 msgid "" -"On your product form, *Add a pipeline status bar* and name its values. " -"Status bars are *selection* fields that give you the ability to follow a " -"specific flow. They are useful to show you the progress that has been made." +":guilabel:`Data to Write` tab: the tab is used to specify the new record's " +"values. After selecting a :guilabel:`Field`, select its " +":guilabel:`Evaluation Type`:" msgstr "" -"在产品窗体上，*Add a pipeline status bar*并命名其值。状态栏是 *selection* " -"字段，使您可以跟踪特定流。它们有助于向您展示已取得的进展。" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:28 +#: ../../content/applications/productivity/studio/automated_actions.rst:167 msgid "" -"On the *Views* menu, access *Kanban* and, under its *View* options, set the " -"*Default Group by* as *Pipeline status bar*." +":guilabel:`Value`: used to directly give the field's raw value in the " +":guilabel:`Value` column." msgstr "" -"在 *Views* 菜单上，访问 *Kanban*，并在其 *View* 选项下将 *Default Group by* 设置为 " -"*Pipeline status bar*。" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:34 +#: ../../content/applications/productivity/studio/automated_actions.rst:168 msgid "" -"Now, open your product form and set the right status for that product. As " -"you move products throughout stages (also through the product’s form), " -"stages are shown in the Kanban view." -msgstr "现在，打开您的产品表单，并设置该产品正确的状态。当您在整个阶段（也通过产品的形式）移动产品时，看板视图中将显示阶段。" - -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:38 -msgid "" -"To make modifications in the pipeline status bar, for example, remember to " -"go back to *Form View*." -msgstr "例如，若要修改管道状态栏，请记住返回*Form View*。" - -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:44 -msgid "" -"**Case scenario 2.a: when a product goes from ‘In use’ to ‘Deprecate’, set " -"its cost to 0€.**" +":guilabel:`Reference`: used to select the record under the " +":guilabel:`Record` column and let Studio add the internal ID in the " +":guilabel:`Value` column." msgstr "" -"**Case scenario 2.a: when a product goes from ‘In use’ to ‘Deprecate’, set " -"its cost to 0€.**" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:46 +#: ../../content/applications/productivity/studio/automated_actions.rst:172 msgid "" -"Create an :doc:`automated action " -"<../concepts/understanding_automated_actions>` with the selected values:" +"If an automated action creates a new task in a project, you can assign it to" +" a specific user by setting the :guilabel:`Field` to :guilabel:`Responsible " +"User (Project)`, the :guilabel:`Evaluation Type` to :guilabel:`Reference`, " +"and the :guilabel:`Record` to a specific user." msgstr "" -"创建 :doc:`automated action <../concepts/understanding_automated_actions>` " -"与所选值：" -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:49 -msgid "*Model*: Product Template" -msgstr "*Model*: 产品模板" - -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:50 -msgid "*Trigger*: On Update" -msgstr "*Trigger*: 更新时" - -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:51 -msgid "*First Domain*: Pipeline status bar = In use" -msgstr "*First Domain*:管道状态栏 = 正在使用中" - -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:52 -msgid "*Second Domain*: Pipeline status bar = Deprecated" -msgstr "*Second Domain*: 管道状态栏 = 已弃用" - -#: ../../content/applications/productivity/studio/use_cases/filters_status_bar.rst:54 -msgid "*Data to Write*: Cost (Product Template) > Value > 0" -msgstr "*Data to Write*: 成本（产品模板） >价值 > 0" - -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:3 -msgid "Advanced Use Cases: Creating Models and Adding Fields" -msgstr "高级用例：创建模型和添加字段" - -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:5 +#: ../../content/applications/productivity/studio/automated_actions.rst:181 msgid "" -"**Case scenario 1: on the leads’ form, if the chosen country is France, show" -" a field 'Pay by check?'**" -msgstr "高级用例：创建模型和添加字段" - -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:8 -msgid "" -"On your leads’ form, add a *Related Field* to *Country > Country Name*." -msgstr "在你的线索的表格上，添加 *Related Field* 到 *Country > Country Name*." - -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:10 -msgid "" -"Now, add a *Checkbox* field and define its invisibility options as *Country*" -" (carefully select the one just created) *> is not = > France.*" +":guilabel:`Python expression`: used to dynamically define the newly created " +"record’s value for a field using Python code in the :guilabel:`Value` " +"column." msgstr "" -"现在，添加一个 *Checkbox* 字段并将其隐身选项定义为 *Country* （仔细选择刚刚创建的字段）*> is not = > " -"France.*" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:11 -msgid "You can now hide the related field created (*Country*) if you wish." -msgstr "如果您愿意，现在可以隐藏创建的相关字段 (*Country*)。" +#: ../../content/applications/productivity/studio/automated_actions.rst:187 +msgid "Update the Record" +msgstr "更新记录" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:19 +#: ../../content/applications/productivity/studio/automated_actions.rst:189 msgid "" -"Another approach is to use the country’s ID. To do so, go to " -":menuselection:`Contacts --> Configuration --> Countries`, select France " -"(for example), and on the URL check its *ID*." +"The action is used to set value(s) for field(s) of any record on the current" +" model." msgstr "" -"另一种方法就是使用该国的 ID。为此，请转到 ：菜单选择：`Contacts --> Configuration --> " -"Countries`,选择法国（例如），并在 URL 上检查其 *ID*。" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:21 +#: ../../content/applications/productivity/studio/automated_actions.rst:192 msgid "" -"The related field invisibility path should now be *Country* (carefully " -"select the one just created) *> is not = > 75*." -msgstr "相关的字段隐身路径现在应为 *Country*（仔细选择刚刚创建的字段）*> is not = > 75*." - -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:22 -msgid "Again, hide the related field with the country’s ID if you prefer." -msgstr "同样，如果您愿意，请使用国家/地区 ID 隐藏相关字段。" - -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:28 -msgid "" -"**Case scenario 2: create a model called 'Properties' and add fields called:" -" company, value, name, address, active, image.**" +"The process to fill in the :guilabel:`Data to Write` tab is the same as " +"described under :ref:`studio/automated-actions/action/new-record`." msgstr "" -"**Case scenario 2: create a model called 'Properties' and add fields called:" -" company, value, name, address, active, image.**" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:31 +#: ../../content/applications/productivity/studio/automated_actions.rst:198 +msgid "Execute several actions" +msgstr "执行几个动作" + +#: ../../content/applications/productivity/studio/automated_actions.rst:200 msgid "" -"From the dashboard, (optionally) start a new module. Then, click on *Edit " -"Menu* and start a *New Menu* (model). Set your menu name and *Confirm*. Now," -" on its form, drag & drop the necessary fields." +"The action is used to trigger multiple actions at the same time. To do so, " +"click on :guilabel:`Add a line` under the :guilabel:`Actions` tab. In the " +":guilabel:`Child Actions` pop-up, click on :guilabel:`Create` and configure " +"the action." msgstr "" -"从仪表板（可选）启动新模块。然后，单击 *Edit Menu* and start a *New Menu* (model). 设置菜单名称和 " -"*Confirm*.现在，在其窗体上，拖放必要的字段。" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:39 +#: ../../content/applications/productivity/studio/automated_actions.rst:207 +msgid "Send Email" +msgstr "发送EMail" + +#: ../../content/applications/productivity/studio/automated_actions.rst:209 msgid "" -"**Case scenario 2.a: now, you would like to have a model called 'Regions' to" -" which each property must be linked. And, on 'Regions', you would like to " -"see the properties for each region.**" +"The action is used to send an email to a contact linked to a specific " +"record. To do so, select or create an :guilabel:`Email Template`." msgstr "" -"**Case scenario 2.a: now, you would like to have a model called 'Regions' to" -" which each property must be linked. And, on 'Regions', you would like to " -"see the properties for each region.**" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:43 -msgid "" -"Go to *Edit Menu > New Menu* and create your menu, calling it *Regions*. Add" -" the necessary fields on its form by dragging & dropping them." -msgstr "转到*Edit Menu > New Menu*并创建菜单，称之为 *Regions*。通过拖放和删除窗体上添加必要的字段。" +#: ../../content/applications/productivity/studio/automated_actions.rst:215 +msgid "Add Followers" +msgstr "添加关注者" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:45 -msgid "" -"Now, in the form view of *Properties*, add a *Many2one* field with a " -"relation to your model *Region*." -msgstr "现在，在 *Properties* 窗体视图中，添加一个*Many2one* 字段，该字段与模型 *Region*相关。" - -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:48 -msgid "" -"The *Existing Fields* are the ones that are on the current model but not yet" -" in the view." -msgstr "*Existing Fields* 是当前模型上但尚未在视图中的字段。" - -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:60 -msgid "" -"Now, go to the model *Regions*, select the form view, and add a status " -"button selecting *Regions (Properties)* as your relational field." -msgstr "现在，转到模型 *Regions*，选择窗体视图，并添加一个状态按钮，选择 *Regions (Properties)*作为关系字段。" - -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:62 -msgid "" -"*Status buttons* are computed fields, meaning that they count the numbers of" -" records on the related model, and allow you to access them." -msgstr "*Status buttons* 是计算字段，这意味着它们计算相关模型上的记录数，并允许您访问它们。" - -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:69 -msgid "" -"When searching for relations, click on *Search more* and filter it by " -"*Custom*. This way you avoid creating duplicates." -msgstr "搜索关系时，单击 *Search more*并按*Custom* 筛选它。这样，您就避免了创建重复项。" - -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:76 -msgid "" -"**Case scenario 2.b: in the model 'Properties', show all the tags as " -"checkboxes instead of tags.**" +#: ../../content/applications/productivity/studio/automated_actions.rst:217 +msgid "The action is used to subscribe existing contacts to the record." msgstr "" -"**Case scenario 2.b: in the model 'Properties', show all the tags as " -"checkboxes instead of tags.**" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:78 -msgid "" -"Once the field *Tags* is added to the form, select it and, under its " -"*Properties > Widgets*, choose *Checkboxes*." -msgstr "将字段 *Tags* 添加到窗体后，选择它，下其 *Properties > Widgets*，选择*Checkboxes*。" +#: ../../content/applications/productivity/studio/automated_actions.rst:222 +msgid "Create Next Activity" +msgstr "创建新活动" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:85 +#: ../../content/applications/productivity/studio/automated_actions.rst:224 msgid "" -"**Case scenario 3: on the leads’ form, add a selection field with the " -"values:'Tags' & 'List' & 'Checkboxes'. According to the value of the field, " -"show tags as many2many_tags, many2many_radio, or many2many(_list).**" +"The action is used to schedule a new activity linked to the record. Use the " +":guilabel:`Activity` tab to set it up as usual, but instead of the " +":guilabel:`Assigned to` field, select an :guilabel:`Activity User Type`. " +"Select :guilabel:`Specific User` and add the user under " +":guilabel:`Responsible` if the activity should always be assigned to the " +"same user. To dynamically target a user linked to the record, select " +":guilabel:`Generic User From Record` instead and change the :guilabel:`User " +"field name` if necessary." msgstr "" -"**Case scenario 3: on the leads’ form, add a selection field with the " -"values:'Tags' & 'List' & 'Checkboxes'. According to the value of the field, " -"show tags as many2many_tags, many2many_radio, or many2many(_list).**" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:89 +#: ../../content/applications/productivity/studio/automated_actions.rst:232 msgid "" -"In your form view, add a *Tags* field and relate it to *Partners Tag*. Under" -" *Properties*, define its *Widget* as *Many2many*. Do the same process " -"another 2 times for *Checkboxes* and *Tags*." +"After a lead is turned into an opportunity, you want your automated action " +"to set up a call for the user responsible for the lead. To do so, set the " +":guilabel:`Activity` to :guilabel:`Call` and set the :guilabel:`Activity " +"User Type` to :guilabel:`Generic User From Record`." msgstr "" -"在表单视图中，添加*Tags* 字段并将其与 *Partners Tag*.关联。在 *Properties* 下，将其*Widget* 定义为 " -"*Many2many* 。对*Checkboxes* 和 *Tags*再执行 2 次相同的过程。" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:96 -msgid "Now, add a *Selection* field and the necessary values." -msgstr "现在，添加 *Selection* 字段和必要的值。" +#: ../../content/applications/productivity/studio/automated_actions.rst:243 +msgid "Send SMS Text Message" +msgstr "发送文本短信" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:99 +#: ../../content/applications/productivity/studio/automated_actions.rst:245 msgid "" -"Continue by selecting your *Tags* fields, one by one, to set their " -"*Invisible* options according to their *Widget*. In the example below, the " -"invisibility rule for the *Partner Tags* is set as: *Select Tag type > is " -"not = > Tags.*" +"The action is used to send an SMS to a contact linked to the record. To do " +"so, select or create an :guilabel:`SMS Template`." msgstr "" -"继续选择您的 *Tags* 字段，一个一个，以设置其*Invisible* 选项根据其 *Widget*。在下面的示例中， *Partner Tags*" -" 的隐身规则设置为： *Select Tag type > is not = > Tags.*" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:105 +#: ../../content/applications/productivity/studio/automated_actions.rst:249 msgid "" -"**Case scenario 4: on a quotation’s form, add a selection field called " -"'Manager Validation' with the values: ‘Accepted’ and ‘Refused’. Only a sales" -" manager can see it, and the field should be set as mandatory if the untaxed" -" amount is higher than 500€.**" +"If you want sent messages to be logged in the Chatter, tick :guilabel:`Log " +"as Note`." msgstr "" -"**Case scenario 4: on a quotation’s form, add a selection field called " -"'Manager Validation' with the values: ‘Accepted’ and ‘Refused’. Only a sales" -" manager can see it, and the field should be set as mandatory if the untaxed" -" amount is higher than 500€.**" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:109 -msgid "" -"On your quotation form, add a *Selection* field with the values *Accepted* " -"and *Refused*. Set its *Required* condition as *Untaxed Amount > 500* and " -"the *Limit visibility to groups* as *Sales / Administrator* or managers." +#: ../../content/applications/productivity/studio/fields.rst:3 +msgid "Fields and widgets" msgstr "" -"在报价单上添加一个*Selection* 字段，该字段的值为*Accepted*和*Refused*。将其 *Required*条件设置为 " -"*Untaxed Amount > 500*和 *Limit visibility to groups*作为 *Sales / " -"Administrator*或经理的可见性。" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:117 -msgid "**Case scenario 5: change the tooltip of a field for all views.**" -msgstr "**Case scenario 5: change the tooltip of a field for all views.**" - -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:119 -msgid "Activate the :ref:`developer mode ` and open Studio." -msgstr "激活 :引用:`开发者模式 ` 并打开Studio。" - -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:122 +#: ../../content/applications/productivity/studio/fields.rst:5 msgid "" -"Select the necessary field and, under *Properties*, click on *More* to write" -" your tooltip message on *Field Help*. The tooltip message is the " -"explanatory message shown when the user hovers the field. The message here " -"written is displayed on all views forms where the field is added." +"Fields structure the models of a database. If you picture a model as a table" +" or spreadsheet, fields are the columns where data is stored in the records " +"(i.e., the rows). Fields also define the type of data that is stored within " +"them. How the data is presented and formatted on the :abbr:`UI (User " +"Interface)` is defined by their widget." msgstr "" -"选择必要的字段，并在*Properties* 下单击*More*在 *Field " -"Help*上书写工具提示消息。工具提示消息是用户悬停字段时显示的解释性消息。此处写入的消息将显示在添加字段的所有视图窗体上。" -#: ../../content/applications/productivity/studio/use_cases/models_fields.rst:129 +#: ../../content/applications/productivity/studio/fields.rst:10 msgid "" -"The *Field Help* message can only be applied to *new* fields. If you would " -"like to change/apply a tooltip for a specific field, use the *Help Tooltip* " -"option under *Properties*." +"From a technical point of view, there are 15 field types in Odoo. However, " +"you can choose from 20 fields in Studio, as some field types are available " +"more than once with a different default widget." msgstr "" -"*Field Help* 消息只能应用于 *new* 字段。如果要更改/应用特定字段的工具提示，请使用 *Properties*下的 *Help " -"Tooltip* 选项。" -#: ../../content/applications/productivity/studio/use_cases/views.rst:3 -msgid "Advanced Use Cases: Views" -msgstr "高级用例：视图" - -#: ../../content/applications/productivity/studio/use_cases/views.rst:5 +#: ../../content/applications/productivity/studio/fields.rst:14 msgid "" -"**Case scenario 1: in Sales, show orders in a Kanban View instead of a List " -"View.**" +":guilabel:`New Fields` can only be added to the " +":ref:`studio/views/general/form` and :ref:`studio/views/multiple-" +"records/list` views. On other views, you can only add :guilabel:`Existing " +"Fields` :dfn:`(fields already on the model)`." msgstr "" -"**Case scenario 1: in Sales, show orders in a Kanban View instead of a List " -"View.**" -#: ../../content/applications/productivity/studio/use_cases/views.rst:7 -msgid "" -"From the Sales page, access Studio and, under *Views*, set the *Kanban* " -"option as the default one." -msgstr "在销售页中，访问 Studio，并在 *Views*下将*Kanban* 选项设置为默认选项。" - -#: ../../content/applications/productivity/studio/use_cases/views.rst:14 -msgid "" -"**Case scenario 2: allow for the list of leads to be edited inline without " -"having to switch to the form view.**" +#: ../../content/applications/productivity/studio/fields.rst:21 +msgid "Simple fields" msgstr "" -"**Case scenario 2: allow for the list of leads to be edited inline without " -"having to switch to the form view.**" -#: ../../content/applications/productivity/studio/use_cases/views.rst:19 -msgid "" -"On the *List View*, under *View* > *Editable*, choose between *New record on" -" top* or *New record at the bottom*. This way, besides defining the order in" -" which new records are displayed in the view, you are able to edit them." +#: ../../content/applications/productivity/studio/fields.rst:23 +msgid "Simple fields contain basic values, such as text, numbers, files, etc." msgstr "" -"在*List View*下 *View*> *Editable*，在 *New record on top*或 *New record at the " -"bottom*之间进行选择。这样，除了定义新记录的显示顺序外，您还可以编辑它们。" -#: ../../content/applications/productivity/studio/use_cases/views.rst:21 +#: ../../content/applications/productivity/studio/fields.rst:26 +#: ../../content/applications/productivity/studio/fields.rst:325 msgid "" -"If the field is left blank, no editing is possible and records are shown " -"based on your column preferences on the lead's page (front-end)." -msgstr "如果该字段留空，则无法进行编辑，并且根据潜在顾客页面上的列首选项（前端）显示记录。" +"Non-default widgets, when available, are presented as bullet points below." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:31 +msgid "Text (`char`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:33 +msgid "" +"The :guilabel:`Text` field is used for short text containing any character. " +"One text line is displayed when filling out the field." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:36 +#: ../../content/applications/productivity/studio/fields.rst:220 +msgid "" +":guilabel:`Badge`: displays the value inside a rounded shape, similar to a " +"tag. The value cannot be edited on the UI, but a default value can be set." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:38 +#: ../../content/applications/productivity/studio/fields.rst:71 +msgid "" +":guilabel:`Copy to Clipboard`: users can copy the value by clicking a " +"button." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:39 +msgid ":guilabel:`E-mail`: the value becomes a clickable *mailto* link." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:40 +msgid "" +":guilabel:`Image`: displays an image using a URL. The value cannot be edited" +" manually, but a default value can be set." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:44 +msgid "" +"This works differently than selecting the :ref:`Image field " +"` directly, as the image is not stored in" +" Odoo when using a :guilabel:`Text` field with the :guilabel:`Image` widget." +" For example, it can be useful if you want to save disk space." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:49 +msgid ":guilabel:`Phone`: the value becomes a clickable *tel* link." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:52 +msgid "" +"Tick :guilabel:`Enable SMS` to add an option to send an SMS directly from " +"Odoo next to the field." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:55 +msgid ":guilabel:`URL`: the value becomes a clickable URL." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:66 +msgid "Multiline Text (`text`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:68 +msgid "" +"The :guilabel:`Multiline Text` field is used for longer text containing any " +"type of character. Two text lines are displayed on the UI when filling out " +"the field." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:82 +msgid "Integer (`integer`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:84 +msgid "" +"The :guilabel:`Integer` field is used for all integer numbers " +"(:dfn:`positive, negative, or zero, without a decimal`)." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:87 +msgid "" +":guilabel:`Percentage Pie`: displays the value inside a percentage circle, " +"usually for a computed value. The value cannot be edited on the UI, but a " +"default value can be set." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:89 +#: ../../content/applications/productivity/studio/fields.rst:118 +msgid "" +":guilabel:`Progress Bar`: displays the value next to a percentage bar, " +"usually for a computed value. The field cannot be edited manually, but a " +"default value can be set." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:91 +msgid "" +":guilabel:`Handle`: displays a drag handle icon to order records manually in" +" :ref:`List view `." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:103 +msgid "Decimal (`float`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:105 +msgid "" +"The :guilabel:`Decimal` field is used for all decimal numbers " +"(:dfn:`positive, negative, or zero, with a decimal`)." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:109 +msgid "" +"Decimal numbers are displayed with two decimals after the decimal point on " +"the UI, but they are stored in the database with more precision." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:112 +msgid "" +":guilabel:`Monetary`: it is similar to using the :ref:`Monetary field " +"`. It is recommended to use the later " +"as it offers more functionalities." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:115 +msgid "" +":guilabel:`Percentage`: displays a percent character `%` after the value." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:116 +msgid "" +":guilabel:`Percentage Pie`: displays the value inside a percentage circle, " +"usually for a computed value. The field cannot be edited manually, but a " +"default value can be set." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:120 +msgid "" +":guilabel:`Time`: the value must follow the *hh:mm* format, with a maximum " +"of 59 minutes." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:131 +msgid "Monetary (`monetary`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:133 +msgid "The :guilabel:`Monetary` field is used for all monetary values." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:136 +msgid "" +"When you first add a :guilabel:`Monetary` field, you are prompted to add a " +":guilabel:`Currency` field if none exists already on the model. Odoo offers " +"to add the :guilabel:`Currency` field for you. Once it is added, add the " +":guilabel:`Monetary` field again." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:149 +msgid "Html (`html`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:151 +msgid "" +"The :guilabel:`Html` field is used to add text that can be edited using the " +"Odoo HTML editor." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:153 +msgid "" +":guilabel:`Multiline Text`: disables the Odoo HTML editor to allow editing " +"raw HTML." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:164 +msgid "Date (`date`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:166 +msgid "The :guilabel:`Date` field is used to select a date on a calendar." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:168 +msgid "" +":guilabel:`Remaining Days`: the remaining number of days before the selected" +" date is displayed (e.g., *In 5 days*), based on the current date." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:180 +msgid "Date & Time (`datetime`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:182 +msgid "" +"The :guilabel:`Date & Time` field is used to select a date on a calendar and" +" a time on a clock. The user's current time is automatically used if no time" +" is set." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:185 +msgid "" +":guilabel:`Date`: used to record the time without displaying it on the UI." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:186 +msgid "" +":guilabel:`Remaining days`: displays the remaining number of days before the" +" selected date (e.g., *In 5 days*), based on the current date and time." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:198 +msgid "Checkbox (`boolean`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:200 +msgid "" +"The :guilabel:`Checkbox` field is used when a value should only be true or " +"false, indicated by checking or unchecking a checkbox." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:203 +msgid "" +":guilabel:`Button`: displays a radio button. The widget works without " +"switching to the edit mode." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:204 +msgid "" +":guilabel:`Toggle`: displays a toggle button. The widget works without " +"switching to the edit mode." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:215 +msgid "Selection (`selection`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:217 +msgid "" +"The :guilabel:`Selection` field is used when users should select a single " +"value from a group of predefined values." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:222 +msgid "" +":guilabel:`Badges`: displays all selectable values simultaneously inside " +"rectangular shapes, organized horizontally." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:224 +msgid "" +":guilabel:`Priority`: displays star symbols instead of values, which can be " +"used to indicate an importance or satisfaction level, for example. This has " +"the same effect as selecting the :ref:`Priority field `, although, for the latter, four priority values are " +"already predefined." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:228 +#: ../../content/applications/productivity/studio/fields.rst:352 +msgid "" +":guilabel:`Radio`: displays all selectable values at the same time as radio " +"buttons." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:231 +msgid "" +"By default, radio buttons are organized vertically. Tick :guilabel:`display " +"horizontally` to switch the way they are displayed." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:243 +msgid "Priority (`selection`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:245 +msgid "" +"The :guilabel:`Priority` field is used to display a three-star rating " +"system, which can be used to indicate importance or satisfaction level. This" +" field type is a :ref:`Selection field ` with the :guilabel:`Priority` widget selected by default " +"and four priority values predefined. Consequently, the :guilabel:`Badge`, " +":guilabel:`Badges`, :guilabel:`Radio`, and :guilabel:`Selection` widgets " +"have the same effects as described under :ref:`Selection " +"`." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:253 +msgid "" +"To change the number of available stars by adding or removing values, click " +":guilabel:`Edit Values`. Note that the first value is equal to 0 stars " +"(i.e., when no selection is made), so having four values results in a three-" +"star rating system, for example." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:266 +msgid "File (`binary`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:268 +msgid "" +"The :guilabel:`File` field is used to upload any type of file, or sign a " +"form (:guilabel:`Sign` widget)." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:271 +msgid "" +":guilabel:`Image`: users can upload an image file, which is then displayed " +"in :ref:`Form view `. This has the same effect as" +" using the :ref:`Image field `." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:274 +msgid "" +":guilabel:`PDF Viewer`: users can upload a PDF file, which can be then " +"browsed from the :ref:`Form view `." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:276 +msgid "" +":guilabel:`Sign`: users can electronically sign the form. This has the same " +"effect as selecting the :ref:`Sign field `." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:288 +msgid "Image (`binary`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:290 +msgid "" +"The :guilabel:`Image` field is used to upload an image and display it in " +":ref:`Form view `. This field type is a " +":ref:`File field ` with the " +":guilabel:`Image` widget selected by default. Consequently, the " +":guilabel:`File`, :guilabel:`PDF Viewer`, and :guilabel:`Sign` widgets have " +"the same effects as described under :ref:`File `." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:297 +msgid "" +"To change the display size of uploaded images, select :guilabel:`Small`, " +":guilabel:`Medium`, or :guilabel:`Large` under the :guilabel:`Size` option." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:303 +msgid "Sign (`binary`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:305 +msgid "" +"The :guilabel:`Sign` field is used to sign the form electronically. This " +"field type is a :ref:`File field ` with " +"the :guilabel:`Sign` widget selected by default. Consequently, the " +":guilabel:`File`, :guilabel:`Image`, and :guilabel:`PDF Viewer` widgets have" +" the same effects as described under :ref:`File `." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:311 +msgid "" +"To give users the :guilabel:`Auto` option when having to draw their " +"signature, select one of the available :guilabel:`Auto-complete with` fields" +" (:ref:`Text `, :ref:`Many2One " +"`, and :ref:`Related Field " +"` on the model only). The " +"signature is automatically generated using the data from the selected field." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:320 +msgid "Relational fields" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:322 +msgid "" +"Relational fields are used to link and display the data from records on " +"another model." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:330 +msgid "Many2One (`many2one`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:332 +msgid "" +"The :guilabel:`Many2One` field is used to link another record (from another " +"model) to the record being edited. The record's name from the other model is" +" then displayed on the record being edited." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:336 +msgid "" +"On the *Sales Order* model, the :guilabel:`Customer` field is a " +":guilabel:`Many2One` field pointing at the *Contact* model. This allows " +"**many** sales orders to be linked to **one** contact (customer)." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:345 +msgid "" +"To prevent users from creating a new record in the linked model, tick " +":guilabel:`Disable creation`." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:347 +msgid "" +"To prevent users from opening records in a pop-up window, tick " +":guilabel:`Disable opening`." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:348 +msgid "" +"To help users only select the right record, click on :guilabel:`Domain` to " +"create a filter." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:350 +msgid "" +":guilabel:`Badge`: displays the value inside a rounded shape, similar to a " +"tag. The value cannot be edited on the UI." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:357 +msgid "One2Many (`one2many`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:359 +msgid "" +"The :guilabel:`One2Many` field is used to display the existing relations " +"between a record on the current model and multiple records from another " +"model." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:363 +msgid "" +"You could add a :guilabel:`One2Many` field on the *Contact* model to look at" +" **one** customer's **many** sales orders." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:371 +msgid "" +"To use a :guilabel:`One2Many` field, the two models must have been linked " +"already using a :ref:`Many2One field `. One2Many relations do not exist independently: a reverse-" +"search of existing Many2One relations is performed." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:378 +msgid "Lines (`one2many`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:380 +msgid "" +"The :guilabel:`Lines` field is used to create a table with rows and columns " +"(e.g., the lines of products on a sales order)." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:384 +msgid "" +"To modify the columns, click on the :guilabel:`Lines` field and then " +":guilabel:`Edit List View`. To edit the form that pops up when a user clicks" +" on :guilabel:`Add a line`, click on :guilabel:`Edit Form View` instead." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:397 +msgid "Many2Many (`many2many`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:399 +msgid "" +"The :guilabel:`Many2Many` field is used to link multiple records from " +"another model to multiple records on the current model. Many2Many fields can" +" use :guilabel:`Disable creation`, :guilabel:`Disable opening`, " +":guilabel:`Domain`, just like :ref:`Many2One fields " +"`." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:405 +msgid "" +"On the *Task* model, the :guilabel:`Assignees` field is a " +":guilabel:`Many2Many` field pointing at the *Contact* model. This allows a " +"single user to be assigned to **many** tasks and **many** users to be " +"assigned to a single task." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:413 +msgid "" +":guilabel:`Checkboxes`: users can select several values using checkboxes." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:414 +msgid "" +":guilabel:`Tags`: users can select several values appearing in rounded " +"shapes, also known as *tags*. This has the same effect as selecting the " +":ref:`Tags field `." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:421 +msgid "Tags (`many2many`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:423 +msgid "" +"The :guilabel:`Tags` field is used to display several values from another " +"model appearing in rounded shapes, also known as *tags*. This field type is " +"a :ref:`Many2Many field ` with " +"the :guilabel:`Tags` widget selected by default. Consequently, the " +":guilabel:`Checkboxes` and :guilabel:`Many2Many` widgets have the same " +"effects as described under :ref:`Many2Many `." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:430 +msgid "" +"To display tags with different background colors, tick :guilabel:`Use " +"colors`." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:441 +msgid "Related Field (`related`)" +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:443 +msgid "" +"A :guilabel:`Related Field` is not a relational field per se; no " +"relationship is created between models. It uses an existing relationship to " +"fetch and display information from another record." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:447 +msgid "" +"To display the email address of a customer on the *Sales Order* model, use " +"the :guilabel:`Related Field` `partner_id.email` by selecting " +":guilabel:`Customer` and then :guilabel:`Email`." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:453 +msgid "Properties" +msgstr "属性" + +#: ../../content/applications/productivity/studio/fields.rst:455 +msgid "" +":guilabel:`Invisible`: When it is not necessary for users to view a field on" +" the UI, tick :guilabel:`Invisible`. It helps clear the UI by only showing " +"the essential fields depending on a specific situation." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:460 +msgid "" +"On the *Form* view of the *Contact* model, the :guilabel:`Title` field only " +"appears when :guilabel:`Individual` is selected, as that field would not be " +"helpful for a :guilabel:`Company` contact." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:465 +msgid "" +"The :guilabel:`Invisible` attribute also applies to Studio. To view hidden " +"fields inside Studio, click on a view's :guilabel:`View` tab and tick " +":guilabel:`Show Invisible Elements`." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:469 +msgid "" +":guilabel:`Required`: If a field should always be completed by the user " +"before being able to proceed, tick :guilabel:`Required`." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:471 +msgid "" +":guilabel:`Read only`: If users should not be able to modify a field, tick " +":guilabel:`Read only`." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:474 +msgid "" +"You can choose to apply these three properties only for specific records by " +"clicking on :guilabel:`Conditional` and creating a filter." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:477 +msgid "" +":guilabel:`Label`: The :guilabel:`Label` is the field's name on the UI." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:480 +msgid "" +"This is not the same name as used in the PostgreSQL database. To view and " +"change the latter, activate the :ref:`Developer mode `, and " +"edit the :guilabel:`Technical Name`." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:483 +msgid "" +":guilabel:`Help Tooltip`: To explain the purpose of a field, write a " +"description under :guilabel:`Help Tooltip`. It is displayed inside a tooltip" +" box when hovering with your mouse over the field's label." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:486 +msgid "" +":guilabel:`Placeholder`: To provide an example of how a field should be " +"completed, write it under :guilabel:`Placeholder`. It is displayed in light " +"gray in lieu of the field's value." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:488 +msgid "" +":guilabel:`Widget`: To change the default appearance or functionality of a " +"field, select one of the available widgets." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:490 +msgid "" +":guilabel:`Default value`: To add a default value to a field when a record " +"is created, use :guilabel:`Default value`." +msgstr "" + +#: ../../content/applications/productivity/studio/fields.rst:492 +msgid "" +":guilabel:`Limit visibility to groups`: To limit which users can see the " +"field, select a user access group." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:3 +msgid "Models, modules, and apps" +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:5 +msgid "" +"Models determine the logical structure of a database and how data is stored," +" organized, and manipulated. In other words, a model is a table of " +"information that can be linked with other tables. A model usually represents" +" a business concept, such as a *sales order*, *contact*, or *product*." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:9 +msgid "" +"Modules and apps contain various elements, such as models, views, data " +"files, web controllers, and static web data." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:13 +msgid "" +"All apps are modules. Larger, standalone modules are typically referred to " +"as apps, whereas other modules usually serve as add-ons to said apps." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:19 +msgid "Suggested features" +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:21 +msgid "" +"When you create a new model or app with Studio, you can choose to add up to " +"14 features to speed up the creation process. These features bundle fields, " +"default settings, and views that are usually used together to provide some " +"standard functionality. Most of these features can be added later on, but " +"adding them from the start makes the model creation process much easier. " +"Furthermore, these features interact together in some cases to increase " +"their usefulness." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:28 +msgid "" +"Creating a model with the :ref:`studio/models-modules-apps/suggested-" +"features/picture` and :ref:`studio/models-modules-apps/suggested-" +"features/pipeline-stages` features enabled adds the image in the card layout" +" of the :ref:`Kanban view `." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:39 +msgid "Contact details" +msgstr "详细联系方式" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:41 +msgid "" +"Selecting :guilabel:`Contact details` adds to the :ref:`Form view " +"` a :ref:`Many2One field " +"` linked to the *Contact* model " +"and two of its :ref:`Related Fields `: :guilabel:`Phone` and :guilabel:`Email`. The " +":guilabel:`Contact` field is also added to the :ref:`List view " +"`, and the :ref:`Map view " +"` is activated." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:57 +msgid "User assignment" +msgstr "用户分配" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:59 +msgid "" +"Selecting :guilabel:`User assignment` adds to the :ref:`Form view " +"` a :ref:`Many2One field " +"` linked to the *Contact* model, " +"with the following :guilabel:`Domain`: `Share User is not set` to only allow" +" the selection of *Internal Users*. In addition, the " +":guilabel:`many2one_avatar_user` widget is used to display the user's " +"avatar. The :guilabel:`Responsible` field is also added to the :ref:`List " +"view `." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:75 +msgid "Date & Calendar" +msgstr "日期和日历" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:77 +msgid "" +"Selecting :guilabel:`Date & Calendar` adds to the :ref:`Form view " +"` a :ref:`Date field ` and activates the :ref:`Calendar view " +"`." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:84 +msgid "Date range & Gantt" +msgstr "日期范围和甘特图" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:86 +msgid "" +"Selecting :guilabel:`Date range & Gantt` adds to the :ref:`Form view " +"` two :ref:`Date fields ` next to each other: one to set a start date, the other to set " +"an end date, using the :guilabel:`daterange` widget, and activates the " +":ref:`Gantt view `." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:94 +msgid "Pipeline stages" +msgstr "渠道阶段" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:96 +msgid "" +"Selecting :guilabel:`Pipeline stages` activates the :ref:`Kanban view " +"`, adds several fields such as " +":ref:`Priority ` and :guilabel:`Kanban" +" State`, and three stages: :guilabel:`New`, :guilabel:`In Progress`, and " +":guilabel:`Done`. The :guilabel:`Pipeline status bar` and the " +":guilabel:`Kanban State` field are added to the :ref:`Form view " +"`. The :guilabel:`Color` field is added to the " +":ref:`List view `." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:105 +msgid "The :guilabel:`Pipeline stages` feature can be added at a later stage." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:110 +msgid "Tags" +msgstr "标签" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:112 +msgid "" +"Selecting :guilabel:`Tags` adds to the :ref:`studio/views/general/form` and " +":ref:`studio/views/multiple-records/list` views a :ref:`Tags field " +"`, creating a *Tag* model with " +"preconfigured access rights in the process." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:120 +msgid "Picture" +msgstr "图片" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:122 +msgid "" +"Selecting :guilabel:`Picture` adds to the top-right of the :ref:`Form view " +"` an :ref:`Image field `." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:126 +msgid "The :guilabel:`Picture` feature can be added at a later stage." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:131 +msgid "Lines" +msgstr "明细行" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:133 +msgid "" +"Selecting :guilabel:`Lines`: adds to the :ref:`Form view " +"` a :ref:`Lines field ` inside a :guilabel:`Tab` component." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:139 +msgid "Notes" +msgstr "备注" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:141 +msgid "" +"Selecting :guilabel:`Notes` adds to the :ref:`Form view " +"` an :ref:`Html field ` using the full width of the form." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:147 +msgid "Monetary value" +msgstr "货币价值" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:149 +msgid "" +"Selecting :guilabel:`Monetary value` adds to the " +":ref:`studio/views/general/form` and :ref:`studio/views/multiple-" +"records/list` views a :ref:`Monetary field `. The :ref:`studio/views/reporting/graph` and " +":ref:`studio/views/reporting/pivot` views are also activated." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:155 +msgid "A *Currency* field is added and hidden from the view." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:160 +msgid "Company" +msgstr "公司" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:162 +msgid "" +"Selecting :guilabel:`Company` adds to the :ref:`studio/views/general/form` " +"and :ref:`studio/views/multiple-records/list` views a :ref:`Many2One field " +"` linked to the *Company* model." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:167 +msgid "This is only useful if you work in a multi-company environment." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:172 +msgid "Custom Sorting" +msgstr "自定义排序" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:174 +msgid "" +"Selecting :guilabel:`Custom Sorting` adds to the :ref:`List view " +"` a drag handle icon to manually reorder" +" records." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:186 +msgid "Chatter" +msgstr "图表" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:188 +msgid "" +"Selecting :guilabel:`Chatter` adds to the :ref:`Form view " +"` Chatter functionalities (sending messages, " +"logging notes, and scheduling activities)." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:192 +msgid "The :guilabel:`Chatter` feature can be added at a later stage." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:203 +msgid "Archiving" +msgstr "归档" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:205 +msgid "" +"Selecting :guilabel:`Archiving` adds to the :ref:`studio/views/general/form`" +" and :ref:`studio/views/multiple-records/list` views the :guilabel:`Archive`" +" action and hides archived records from searches and views by default." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:212 +msgid "Export and import customizations" +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:214 +msgid "" +"When you do any customization with Studio, a new module named " +":guilabel:`Studio customizations` is added to your database." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:217 +msgid "" +"To export these customizations, go to :menuselection:`Main dashboard --> " +"Studio --> Customizations --> Export` to download a ZIP file containing all " +"customizations." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:220 +msgid "" +"To import and install these customizations in another database, connect to " +"the destination database and go to :menuselection:`Main dashboard --> Studio" +" --> Customizations --> Import`, then upload the exported ZIP file before " +"clicking on the :guilabel:`Import` button." +msgstr "" + +#: ../../content/applications/productivity/studio/models_modules_apps.rst:225 +msgid "" +"Before importing, make sure the destination database contains the same apps " +"and modules as the source database. Studio does not add the underlying " +"modules as dependencies of the exported module." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:3 +msgid "Views" +msgstr "查看" + +#: ../../content/applications/productivity/studio/views.rst:5 +msgid "" +"Views are the interface that allows displaying the data contained in a " +"model. One model can have several views, which are simply different ways to " +"show the same data. In Studio, views are organized into four categories: " +":ref:`general `, :ref:`multiple records " +"`, :ref:`timeline `, " +"and :ref:`reporting `." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:12 +msgid "" +"To change the default view of a model, go to :menuselection:`Studio --> " +"Views --> Dropdown menu (⋮) --> Set as Default`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:16 +msgid "" +"You can modify views by using the built-in XML editor. To do so, activate " +":ref:`Developer mode `, go to the view you want to edit, " +"select the :guilabel:`View` tab and then click on :guilabel:` XML`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:21 +msgid "" +"If you are editing a view using the XML editor, avoid making changes " +"directly to standard views and inherited views, as those would be reset and " +"would not be kept in case of an update or module upgrade. Always make sure " +"you select the right Studio inherited views. Indeed, when you modify a view " +"in Studio by drag-and-dropping a new field, a specific Studio inherited view" +" and its XPath, the latter which defines which part of the view is modified," +" are automatically generated." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:31 +msgid "General views" +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:34 +#: ../../content/applications/productivity/studio/views.rst:97 +#: ../../content/applications/productivity/studio/views.rst:195 +#: ../../content/applications/productivity/studio/views.rst:311 +msgid "" +"The settings described below are found under the view's :guilabel:`View` tab" +" unless specified otherwise." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:40 +msgid "Form" +msgstr "表单" + +#: ../../content/applications/productivity/studio/views.rst:42 +msgid "" +"The :guilabel:`Form` view is used when creating and editing records, such as" +" contacts, sales orders, products, etc." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:45 +msgid "" +"To structure a form, drag-and-drop the :guilabel:`Tabs and Columns` element " +"found under the :guilabel:`+ Add` tab." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:47 +#: ../../content/applications/productivity/studio/views.rst:132 +msgid "" +"To prevent users from creating, editing, or deleting records, untick " +":guilabel:`Can Create`, :guilabel:`Can Edit`, or :guilabel:`Can Delete`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:59 +msgid "Activity" +msgstr "活动" + +#: ../../content/applications/productivity/studio/views.rst:61 +msgid "" +"The :guilabel:`Activity` view is used to schedule and have an overview of " +"activities (emails, calls, etc.) linked to records." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:65 +msgid "This view can only be modified within Studio by editing the XML code." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:76 +msgid "Search" +msgstr "搜索" + +#: ../../content/applications/productivity/studio/views.rst:78 +msgid "" +"The :guilabel:`Search` view is added on top of other views to filter, group," +" and search records." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:80 +msgid "" +"To add custom :guilabel:`Filters` and structure them using " +":guilabel:`Separators`, go to the :guilabel:`+ Add` tab and drag and drop " +"them under :guilabel:`Filters`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:82 +msgid "" +"To add an existing field under the search dropdown menu, go to the " +":guilabel:`+ Add` tab and drag-and-drop it under :guilabel:`Autocompletion " +"Fields`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:94 +msgid "Multiple records views" +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:103 +msgid "Kanban" +msgstr "看板" + +#: ../../content/applications/productivity/studio/views.rst:105 +msgid "" +"The :guilabel:`Kanban` view is often used to support business flows by " +"moving records across stages or as an alternative way to display records " +"inside *cards*." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:109 +msgid "" +"If the :guilabel:`Kanban` view exists, it is used by default to display data" +" on mobile devices instead of the :ref:`List view `." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:112 +msgid "" +"To prevent users from creating new records, untick :guilabel:`Can Create`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:113 +msgid "" +"To create records directly within the view, in a minimalistic form, enable " +":guilabel:`Quick Create`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:115 +msgid "" +"To change the way records are grouped by default, select a new group under " +":guilabel:`Default Group by`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:127 +msgid "List" +msgstr "列表" + +#: ../../content/applications/productivity/studio/views.rst:129 +msgid "" +"The :guilabel:`List` view is used to overview many records at once, look for" +" records, and edit simple records." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:134 +msgid "" +"To create and edit records directly within the view, select either " +":guilabel:`New record on top` or :guilabel:`New record at the bottom` under " +":guilabel:`Editable`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:138 +msgid "" +"This prevents users from opening records in :ref:`Form view " +"` from the :guilabel:`List` view." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:141 +msgid "To edit several records at once, tick :guilabel:`Enable Mass Editing`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:142 +msgid "" +"To change the way records are sorted by default, select a field under " +":guilabel:`Sort By`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:145 +msgid "" +"To add a drag handle icon to reorder records manually, add an :ref:`Integer " +"field ` with the :guilabel:`Handle` " +"widget." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:161 +msgid "Map" +msgstr "地图" + +#: ../../content/applications/productivity/studio/views.rst:163 +msgid "" +"The :guilabel:`Map` view is used to display records on a map. For example, " +"it is used in the Field Service app to plan an itinerary between different " +"tasks." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:167 +msgid "" +"A :ref:`Many2One field ` linked to" +" the *Contact* model is required to activate the view, as the contact " +"address is used to position records on the map." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:170 +msgid "" +"To select which kind of contact should be used on the map, select it under " +":guilabel:`Contact Field`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:172 +msgid "" +"To hide the name or the address of the record, tick :guilabel:`Hide name` or" +" :guilabel:`Hide Address`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:174 +msgid "" +"To add information from other fields, select them under " +":guilabel:`Additional Fields`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:175 +msgid "" +"To have a route suggested between the different records, tick " +":guilabel:`Enable Routing` and select which field should be used to sort " +"records for the routing." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:187 +msgid "Timeline views" +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:190 +msgid "" +"When you first activate one of the timeline views, you need to select which " +":ref:`Date ` or :ref:`Date & Time " +"` fields on your model should be used" +" to define when the records start and stop in order to display them on the " +"view. You can modify the :guilabel:`Start Date Field` and :guilabel:`Stop " +"Date Field` after activating the view." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:201 +msgid "Calendar" +msgstr "日历" + +#: ../../content/applications/productivity/studio/views.rst:203 +msgid "" +"The :guilabel:`Calendar` view is used to overview and manage records inside " +"a calendar." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:205 +msgid "" +"To create records directly within the view instead of opening the :ref:`Form" +" view `, enable :guilabel:`Quick Create`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:209 +msgid "" +"This only works on specific models that can be *quick-created* using only a " +"*name*. However, most models do not support quick creation and open the " +":guilabel:`Form` view to fill in the required fields." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:213 +msgid "" +"To color records on the calendar, select a field under :guilabel:`Color`. " +"All the records sharing the same value for that field are displayed using " +"the same color." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:217 +msgid "" +"As the number of colors is limited, the same color can end up being assigned" +" to different values." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:220 +msgid "" +"To display events lasting the whole day at the top of the calendar, select a" +" :ref:`Checkbox field ` that specifies" +" if the event lasts the whole day." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:223 +msgid "" +"To choose the default time scale used to display events, select " +":guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, or :guilabel:`Year` " +"under :guilabel:`Default Display Mode`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:227 +msgid "" +"You can also use :guilabel:`Delay Field` to display the duration of the " +"event in hours by selecting a :ref:`Decimal ` or :ref:`Integer ` " +"field on the model which specifies the duration of the event. However, if " +"you set an :guilabel:`End Date Field`, the :guilabel:`Delay Field` will not " +"be taken into account." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:242 +msgid "Cohort" +msgstr "群组视图" + +#: ../../content/applications/productivity/studio/views.rst:244 +msgid "" +"The :guilabel:`Cohort` view is used to examine the life cycle of records " +"over a time period. For example, it is used in the Subscriptions app to view" +" the subscriptions' retention rate." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:247 +msgid "" +"To display a measure (i.e., the aggregated value of a given field) by " +"default on the view, select a :guilabel:`Measure Field`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:249 +msgid "" +"To choose which time interval is used by default to group results, select " +":guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, or :guilabel:`Year` " +"under :guilabel:`Interval`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:251 +msgid "" +"To change the cohort :guilabel:`Mode`, select either :guilabel:`Retention` " +":dfn:`the percentage of records staying over a period of time, it starts at " +"100% and decreases with time` or :guilabel:`Churn` :dfn:`the percentage of " +"records moving out over a period of time - it starts at 0% and increases " +"with time`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:255 +msgid "" +"To change the way the :guilabel:`Timeline` (i.e., the columns) progresses, " +"select either :guilabel:`Forward` (from 0 to +15) or :guilabel:`Backward` " +"(from -15 to 0). For most purposes, the :guilabel:`Forward` timeline is " +"used." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:268 +msgid "Gantt" +msgstr "甘特图" + +#: ../../content/applications/productivity/studio/views.rst:270 +msgid "" +"The :guilabel:`Gantt` view is used to forecast and examine the overall " +"progress of records. Records are represented by a bar under a time scale." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:273 +msgid "" +"To prevent users from creating or editing records, untick :guilabel:`Can " +"Create` or :guilabel:`Can Edit`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:275 +msgid "" +"To fill cells in gray whenever a record should not be created there (e.g., " +"on weekends for employees), tick :guilabel:`Display Unavailability`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:279 +msgid "" +"The underlying model must support this feature, and support for it cannot be" +" added using Studio. It is supported for the Project, Time Off, Planning, " +"and Manufacturing apps." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:282 +msgid "To show a total row at the bottom, tick :guilabel:`Display Total row`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:283 +msgid "" +"To collapse multiple records in a single row, tick :guilabel:`Collapse First" +" Level`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:284 +msgid "" +"To choose which way records are grouped by default on rows (e.g., per " +"employee or project), select a field under :guilabel:`Default Group by`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:286 +msgid "" +"To define a default time scale to view records, select :guilabel:`Day`, " +":guilabel:`Week`, :guilabel:`Month`, or :guilabel:`Year` under " +":guilabel:`Default Scale`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:288 +msgid "" +"To color records on the view, select a field under :guilabel:`Color`. All " +"the records sharing the same value for that field are displayed using the " +"same color." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:292 +msgid "" +"As the number of colors is limited, the same color can be assigned to " +"different values." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:294 +msgid "" +"To specify with which degree of precision each time scale should be divided " +"by, select :guilabel:`Quarter Hour`, :guilabel:`Half Hour`, or " +":guilabel:`Hour` under :guilabel:`Day Precision`, :guilabel:`Half Day` or " +":guilabel:`Day` under :guilabel:`Week Precision`, and :guilabel:`Month " +"Precision`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:308 +msgid "Reporting views" +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:317 +msgid "Pivot" +msgstr "透视表" + +#: ../../content/applications/productivity/studio/views.rst:319 +msgid "" +"The :guilabel:`Pivot` view is used to explore and analyze the data contained" +" in records in an interactive manner. It is especially useful to aggregate " +"numeric data, create categories, and drill down the data by expanding and " +"collapsing different levels of data." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:323 +msgid "" +"To access all records whose data is aggregated under a cell, tick " +":guilabel:`Access records from cell`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:325 +msgid "" +"To divide the data into different categories, select field(s) under " +":guilabel:`Column grouping`, :guilabel:`Row grouping - First level`, or " +":guilabel:`Row grouping - Second level`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:327 +msgid "" +"To add different types of data to be measured using the view, select a field" +" under :guilabel:`Measures`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:329 +msgid "" +"To display a count of records that made up the aggregated data in a cell, " +"tick :guilabel:`Display count`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:341 +msgid "Graph" +msgstr "图形" + +#: ../../content/applications/productivity/studio/views.rst:343 +msgid "" +"The :guilabel:`Graph` view is used to showcase data from records in a bar, " +"line, or pie chart." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:345 +msgid "" +"To change the default chart, select :guilabel:`Bar`, :guilabel:`Line`, or " +":guilabel:`Pie` under :guilabel:`Type`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:347 +msgid "" +"To choose a default data dimension (category), select a field under " +":guilabel:`First dimension` and, if needed, another under :guilabel:`Second " +"dimension`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:349 +msgid "" +"To select a default type of data to be measured using the view, select a " +"field under :guilabel:`Measure`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:351 +msgid "" +"*For Bar and Line charts only*: To sort the different data categories by " +"their value, select :guilabel:`Ascending` (from lowest to highest value) or " +":guilabel:`Descending` (from highest to lowest) under :guilabel:`Sorting`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:354 +msgid "" +"*For Bar and Pie charts only*: To access all records whose data is " +"aggregated under a data category on the chart, tick :guilabel:`Access " +"records from graph`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:356 +msgid "" +"*For Bar charts only*: When using two data dimensions (categories), display " +"the two columns on top of each other by default by ticking " +":guilabel:`Stacked graph`." +msgstr "" + +#: ../../content/applications/productivity/studio/views.rst:368 +msgid "Dashboard" +msgstr "仪表板" + +#: ../../content/applications/productivity/studio/views.rst:370 +msgid "" +"The :guilabel:`Dashboard` view is used to display multiple reporting views " +"and key performance indicators. Which elements are displayed on the view " +"depends on the configuration of the other reporting views." +msgstr ""