[IMP] accounting: peppol

In 17.0 we have introduced some additional features in Peppol:
- switching between the demo mode/test mode/live
- better UI that allows fetch peppol message status, new documents, etc from the accounting dashboard
- peppol ready filter to filter customer invoices that are ready to be sent via peppol

part of:
task-3614809

closes odoo/documentation#7402

X-original-commit: 47300c10bf
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Aliya Tastemirova (alta) <alta@odoo.com>
This commit is contained in:
aliya 2024-01-08 17:08:13 +01:00 committed by “Audrey
parent 2c1277d0f7
commit 73499c595e
9 changed files with 43 additions and 5 deletions

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@ -124,8 +124,14 @@ If not done yet, :ref:`install <general/install>` the :guilabel:`Peppol` module
Registration
------------
Go to :menuselection:`Accounting --> Configuration --> Settings`, tick the :guilabel:`Use PEPPOL
Invoicing` checkbox, and fill in the following information:
Go to :menuselection:`Accounting --> Configuration --> Settings`. If you do not have the
Peppol module installed, first tick the :guilabel:`Enable PEPPOL` checkbox and then **manually
save**.
.. image:: electronic_invoicing/peppol-install.png
:alt: Peppol module installation
Fill in the following information:
- :guilabel:`Peppol EAS`. This is the Peppol Electronic Address Scheme and usually depends on your
company's country. Odoo often prefills this with the most commonly used EAS code in your country.
@ -145,14 +151,21 @@ previous provider.
.. image:: electronic_invoicing/peppol-settings.png
:alt: Configuration for peppol
Finally, click on :guilabel:`Validate registration`.
Finally, click :guilabel:`Validate registration`. If you want to explore or demo Peppol, you can
choose to register in :guilabel:`Demo` mode. Otherwise, select :guilabel:`Live`.
.. image:: electronic_invoicing/peppol-demo-mode.png
:alt: Peppol demo mode selection
.. note::
When testing Peppol, the system parameter `account_peppol.edi.mode` can be changed to `test`.
Then, the registration occurs on the test server.
Then, a radio button appears with the option to register on the test server.
.. image:: electronic_invoicing/peppol-system-parameter.png
:alt: Peppol test mode
:alt: Peppol test mode parameter
.. image:: electronic_invoicing/peppol-test-mode-settings.png
:alt: Peppol test mode selection
Now, you can request a verification code to be sent to you by clicking :guilabel:`Verify phone
number`.
@ -205,6 +218,10 @@ is set to Valid.
While Odoo prefills both the EAS code and the Endpoint number based on the information available
for a contact, it is better to confirm these details directly with the contact.
It is possible to verify the Peppol participant status of several customers at once.
To do so, go to :menuselection:`Accounting --> Customers --> Customers` and switch to the list view.
Select the customers you want to verify and then click :menuselection:`Actions --> Verify Peppol`.
Send invoices
-------------
@ -216,6 +233,13 @@ invoice form. To queue multiple invoices, select them in the list view and click
.. image:: electronic_invoicing/peppol-send-print.png
:alt: Send peppol invoice
Posted invoices that can be sent via Peppol are marked as :guilabel:`Peppol Ready`.
To display them, use the :guilabel:`Peppol Ready` filter or access the Accounting dashboard and
click :guilabel:`Peppol ready invoices` on the corresponding sales journal.
.. image:: electronic_invoicing/peppol-ready-invoices.png
:alt: Filter Peppol ready invoices
Once the invoices are sent via Peppol, the status is changed to :guilabel:`Processing`. The
status is changed to `Done` after they have been successfully delivered to the contact's Access
Point.
@ -228,6 +252,13 @@ Point.
it displayed by selecting it from the optional columns, accessible from the top right corner of
the Invoices list view.
A cron runs regularly to check the status of these invoices. It is possible to check the status
before the cron runs by clicking :guilabel:`Fetch Peppol invoice status` in the corresponding
sales journal on the Accounting dashboard.
.. image:: electronic_invoicing/peppol-fetch-message-status.png
:alt: Fetch invoice Peppol status
Receive vendor bills
--------------------
@ -237,3 +268,10 @@ drafts.
.. image:: electronic_invoicing/peppol-receive-bills.png
:alt: peppol receive bills
If you want to retrieve incoming Peppol documents before the cron runs, you can do so from the
Accounting dashboard on the main Peppol purchase journal that you set up in the settings. Just click
:guilabel:`Fetch from Peppol`.
.. image:: electronic_invoicing/peppol-fetch-bills.png
:alt: Fetch bills from Peppol

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