From 6766c701696a52907fc7ebdbb8d8f97b7e4b391c Mon Sep 17 00:00:00 2001 From: masi-odoo Date: Mon, 26 Feb 2024 16:36:46 -0800 Subject: [PATCH] [IMP] accounting/l10n_cl: electronic purchase invoice Google Drive image folder: https://drive.google.com/drive/folders/12OaeDvzn-u5Nf_AjhIzrWaZWEb7smlTL?usp=drive_link closes odoo/documentation#8268 X-original-commit: 39910d1e7b3ded42d465df18dbc4a6ae85ec8b4a Signed-off-by: Marco Antonio Iribe Sepulveda (masi) Signed-off-by: Samuel Lieber (sali) --- .../finance/fiscal_localizations/chile.rst | 49 +++++++++++++++++++ 1 file changed, 49 insertions(+) diff --git a/content/applications/finance/fiscal_localizations/chile.rst b/content/applications/finance/fiscal_localizations/chile.rst index 095d969e5..bd9b0bcca 100644 --- a/content/applications/finance/fiscal_localizations/chile.rst +++ b/content/applications/finance/fiscal_localizations/chile.rst @@ -745,6 +745,55 @@ If you claim a vendor bill, the status changes from :guilabel:`Draft` to :guilab automatically. Considering this as best practice, all the claimed documents should be canceled as they won't be valid for your accounting records. +Electronic purchase invoice +--------------------------- + +The *electronic purchase invoice* is a feature included in the `l10n_cl_edi` module. + +Once all configurations have been made for :ref:`electronic invoices ` +(e.g., uploading a valid company certificate, setting up master data, etc.), the electronic +purchase invoices need their own :abbr:`CAFs (Folio Authorization Code)`. Please refer to the +:ref:`CAF documentation ` to check the details on how to acquire the +:abbr:`CAFs (Folio Authorization Code)` for electronic purchase invoices. + +Electronic purchase invoices are useful when vendors are not obligated to expedite an electronic +vendor bill for your purchase. Still, your obligations require a document to be sent to the +:abbr:`SII (Servicio de Impuestos Internos)` as proof of purchase. + +Configuration +~~~~~~~~~~~~~ + +To generate an electronic purchase invoice from a vendor bill, the bill must be created in a +purchase journal with the *Use Documents* feature enabled. It is possible to modify an existing +purchase journal or create a new one in the following process. + +To modify the existing purchase journal, or create a new purchase journal, navigate to +:menuselection:`Accounting --> Configuration --> Journals`. Then, click the :guilabel:`New` button, +and fill in the following required information: + +- :guilabel:`Type`: select :guilabel:`Purchase` from the drop-down menu for vendor bill journals. +- :guilabel:`Use Documents`: check this field so the journal can generate electronic documents (in + this case the electronic purchase invoice). + +Generate an electronic purchase invoice +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +To generate this type of document, it is necessary to create a vendor bill in Odoo. To do so, +navigate to :menuselection:`Accounting --> Vendors --> Bills`, and click the :guilabel:`New` button. + +When all of the electronic purchase invoice information is filled, select the option :guilabel:`(46) +Electronic Purchase Invoice` in the :guilabel:`Document Type` field: + +After the vendor bill is posted: + +- The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax Document) is + automatically created and added to the chatter. +- The :guilabel:`DTE SII Status` is set as :guilabel:`Pending to be sent`. + +Odoo automatically updates the *DTE Status* every night using a scheduled action. To get a response +from the :abbr:`SII (Servicio de Impuestos Internos)` immediately, click the :guilabel:`Send now to +SII` button. + Delivery guide --------------