diff --git a/_static/banners/download-icon.png b/_static/banners/download-icon.png new file mode 100644 index 000000000..111c11c58 Binary files /dev/null and b/_static/banners/download-icon.png differ diff --git a/_static/files/certificate.cer b/_static/files/certificate.cer new file mode 100644 index 000000000..677bdcec1 Binary files /dev/null and b/_static/files/certificate.cer differ diff --git a/_static/files/certificate.key b/_static/files/certificate.key new file mode 100644 index 000000000..479ecae37 Binary files /dev/null and b/_static/files/certificate.key differ diff --git a/accounting/localizations.rst b/accounting/localizations.rst index 1e4db26b5..0dbb246be 100644 --- a/accounting/localizations.rst +++ b/accounting/localizations.rst @@ -5,4 +5,5 @@ Localizations .. toctree:: :titlesonly: - localizations/switzerland \ No newline at end of file + localizations/switzerland + localizations/mexico \ No newline at end of file diff --git a/accounting/localizations/media/mexico01.png b/accounting/localizations/media/mexico01.png new file mode 100644 index 000000000..0aad28941 Binary files /dev/null and b/accounting/localizations/media/mexico01.png differ diff --git a/accounting/localizations/media/mexico02.png b/accounting/localizations/media/mexico02.png new file mode 100644 index 000000000..132efa5e2 Binary files /dev/null and b/accounting/localizations/media/mexico02.png differ diff --git a/accounting/localizations/media/mexico03.png b/accounting/localizations/media/mexico03.png new file mode 100644 index 000000000..70222cd59 Binary files /dev/null and b/accounting/localizations/media/mexico03.png differ diff --git a/accounting/localizations/media/mexico04.png b/accounting/localizations/media/mexico04.png new file mode 100644 index 000000000..45f8afbce Binary files /dev/null and b/accounting/localizations/media/mexico04.png differ diff --git a/accounting/localizations/media/mexico05.png b/accounting/localizations/media/mexico05.png new file mode 100644 index 000000000..68337f9dc Binary files /dev/null and b/accounting/localizations/media/mexico05.png differ diff --git a/accounting/localizations/media/mexico06.png b/accounting/localizations/media/mexico06.png new file mode 100644 index 000000000..577ed35a1 Binary files /dev/null and b/accounting/localizations/media/mexico06.png differ diff --git a/accounting/localizations/mexico.rst b/accounting/localizations/mexico.rst new file mode 100644 index 000000000..aa7595086 --- /dev/null +++ b/accounting/localizations/mexico.rst @@ -0,0 +1,111 @@ +============================== +Mexico Accounting Localization +============================== + +Configuration +~~~~~~~~~~~~~~ + +First, install the Mexican Accounting Localization. For this, go in Apps +and search for Mexico. Then click on *Install*. + +.. image:: media/mexico01.png + :align: center + +.. tip:: + When creating a database from www.odoo.com, if you choose Mexico + as country when creating your account, the mexican localization will be + automatically installed. + +Accounting Reports +~~~~~~~~~~~~~~~~~~ + +Some specific reports have been added for the Mexican accounting +localization : + +- DIOT + +- COA + +- Trial Balance + +Electronic Invoices (CDFI format) +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +When sending a customer invoice by email, there is an option to join the +xml file of the invoice to your email (CDFI format). To activate this +setting, go in accounting > settings and activate the Mexican Electronic +Invoicing. + +.. image:: media/mexico02.png + :align: center + + +Invoices Certification +~~~~~~~~~~~~~~~~~~~~~~ + +With the Odoo Mexican Localization, certify your customer invoices. + +Create your customer invoice and simply send it to a PAC. The PAC will +sign the invoice and send it back to you but also send the invoice to +the SAT. Your customer is able to check on the SAT if your invoice is +well valid before paying it. + +Configuration +^^^^^^^^^^^^^ + +First, make sure that your company is configured with the correct data. +Go in :menuselection:`Settings --> Users --> Companies` +and enter a valid address and VAT for +your company. Don’t forget to define a mexican fiscal position on your +company’s contact. + +.. tip:: + If you want to test the Mexican Localization, you can copy the + below configuration. + +.. image:: media/mexico03.png + :align: center + +To configure the EDI with the **PACs**, you can go in +:menuselection:`Accounting --> Settings --> Electronic Invoicing (MX)``. +You can choose a PAC within the`list of supported PACs and then enter +your PAC username and PAC password. + +.. image:: media/mexico04.png + :align: center + +.. tip:: + If you ticked the box *MX PAC test environment* there is no need + to enter a PAC username or password. + +You then have to enter your **SAT Certificates**. You will have to +upload your certificate, your certificate key and type your certificate +password. + +.. image:: media/mexico05.png + :align: center + +.. |download_mexico_certificate_cer| image:: ../../_static/banners/download-icon.png + :alt: Certificate + :target: ../../_static/files/certificate.cer + +.. |download_mexico_certificate_key| image:: ../../_static/banners/download-icon.png + :alt: Certificate Key + :target: ../../_static/files/certificate.key + +.. tip:: + Here is a SAT certificate you can use if you want to test the + Mexican Accounting Locatization. + + - :ref:`Certificate:` |download_mexico_certificate_cer| + - :ref:`Certificate Key:` |download_mexico_certificate_key| + - Certificate password : 12345678a + +Process +^^^^^^^ + +Create a customer invoice and validate it. Now you can click on *Action* +and *Update PAC status*. Your invoice status will be updated. + +.. image:: media/mexico06.png + :align: center