diff --git a/content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst b/content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst index c0f078bef..ae54582d4 100644 --- a/content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst +++ b/content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst @@ -112,8 +112,8 @@ If not done yet, :ref:`install ` the :guilabel:`Peppol` module - Peppol registration is **free** and available in Odoo Community - You can send **Customer Invoices** and **Credit Notes** and receive **Vendor Bills** and **Refunds** via Peppol. - - You can send in one of the following supported document formats: **BIS Billing 3.0, XRechnung - CIUS, NLCIUS**. + - You can send and receive in one of the following supported document formats: + **BIS Billing 3.0, XRechnung CIUS, NLCIUS**. - | The following **countries** are eligible for **Peppol registration in Odoo**: | Andorra, Albania, Austria, Bosnia and Herzegovina, Belgium, Bulgaria, Switzerland, Cyprus, Czech Republic, Germany, Denmark, Estonia, Spain, Finland, France, United Kingdom, Greece, @@ -126,79 +126,102 @@ Registration 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**. +save**. Click :guilabel:`Start sending via Peppol` to open the registration form. -.. image:: electronic_invoicing/peppol-install.png - :alt: Peppol module installation +.. note:: + This registration form also pops up if you choose to :guilabel:`Send & Print` an + invoice via Peppol without completing the registration process. + +.. image:: electronic_invoicing/peppol-registration-settings.png + :alt: Peppol registration button + +You can register either as a sender or a receiver. A sender can only send invoices and credit notes +on Odoo via Peppol, without ever registering as a Peppol participant on Odoo SMP. If you have an +existing Peppol registration elsewhere that you want to keep, but want to send invoices from your +Odoo database and receive other documents in another software, register as a **sender**. + +.. tip:: + - You can always register as a sender first and register to receive documents later. + - When registering, you can specify if you would also like to receive documents. + +.. image:: electronic_invoicing/peppol-registration-wizard.png + :alt: Peppol registration form Fill in the following information: -- :guilabel:`Peppol EAS`. This is the Peppol Electronic Address Scheme and usually depends on your +- Check the receiver box if you want to register on Odoo SMP. If you are migrating from another + service provider, insert the :guilabel:`Migration key` from the previous provider (the field + becomes visible after you tick the checkbox). +- :guilabel:`E-Address Scheme`: the Peppol Electronic Address Scheme usually depends on your company's country. Odoo often prefills this with the most commonly used EAS code in your country. - For example, the preferred EAS code for most companies in Belgium is 0208. -- :guilabel:`Peppol Endpoint`. This is usually a Company Registry number or a VAT number. -- :guilabel:`Phone Number`, including the country code (e.g., `+32` in Belgium) -- :guilabel:`Primary contact email` + For example, the preferred EAS code for most companies in Belgium is `0208`. +- :guilabel:`Endpoint`: this is usually a Company Registry number or a VAT number. +- :guilabel:`Phone`: phone number including the country code (e.g., `+32` in Belgium). +- :guilabel:`Email`: this is the email Odoo can use to contact you regarding your Peppol + registration. + +If you want to explore or demo Peppol, you can choose to register in :guilabel:`Demo` mode. +Otherwise, select :guilabel:`Live`. + +.. tip:: + - Selecting :guilabel:`Demo` simulates everything in Odoo. There is no sending, receiving, or + partner verification. + - For **advanced users only**, it is possible to run tests on Peppol's test network. The server + allows to register on Peppol and send/receive test invoices to/from other participants. + To do so, enable the :ref:`developer-mode`, open the **Settings** app, go to + :menuselection:`Technical --> System Parameters`, and search for `account_peppol.edi.mode`. + Click the parameter and change the :guilabel:`Value` to `test`. Go back to the Peppol setup + menu in the **Settings** app. The option :guilabel:`Test` is now available. + + .. image:: electronic_invoicing/peppol-system-parameter.png + :alt: Peppol test mode parameter .. seealso:: - `Peppol EAS - European Commision `_ - `Peppol Endpoint - OpenPeppol eDEC Code Lists `_ (open the "Participant Identifier Schemes" as HTML page) -If you are migrating from another access point, insert the :guilabel:`Migration key` from the -previous provider. +When set up, request a verification code to be sent to you by clicking :guilabel:`Send a +registration code by SMS`. A text message containing a code is sent to the phone number provided to +finalize the verification process. -.. image:: electronic_invoicing/peppol-settings.png - :alt: Configuration for peppol - -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, a radio button appears with the option to register on the test server. - - .. image:: electronic_invoicing/peppol-system-parameter.png - :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`. - -.. image:: electronic_invoicing/peppol-registration-verify.png - :alt: phone validation request verification - -A text message containing a code is sent to the phone number provided to finalize the verification -process. - -.. image:: electronic_invoicing/phone-registration.png +.. image:: electronic_invoicing/peppol-phone-verification.png :alt: phone validation -Once you enter the code and click :guilabel:`Confirm`, you can see that your registration is pending -activation. From this point onwards, the default journal for receiving Vendor Bills can be set. +Once you enter the code and click :guilabel:`Register`, your Peppol participant status is updated. +If you chose to only send documents, then the status changes to :guilabel:`Can send but +not receive`. +If you opted to receive documents as well, the status changes to :guilabel:`Can send, pending +registration to receive`. In that case, it should be automatically activated within a day. -.. image:: electronic_invoicing/peppol-registration-pending.png - :alt: pending application - -It should be automatically activated within a day. +Then, set the default journal for receiving vendor bills in the :guilabel:`Incoming Invoices +Journal`. .. tip:: - It is also possible to manually trigger the cron that checks the registration status by going to - :menuselection:`Settings --> Technical --> Scheduled Actions --> PEPPOL\: update participant - status`. + To manually trigger the cron that checks the registration status, enable the + :ref:`developer-mode`, then go to :menuselection:`Settings --> Technical --> Scheduled Actions`, + and search for the :guilabel:`PEPPOL: update participant status` action. -Your application status should be updated soon after you are registered on the Peppol network. +Your receiver application status should be updated soon after you are registered on the Peppol +network. -.. image:: electronic_invoicing/peppol-registration-active.png - :alt: active application +.. image:: electronic_invoicing/peppol-receiver.png + :alt: receiver application All invoices and vendor bills can now be sent directly using the Peppol network. +.. important:: + To update the email that Odoo can use to contact you, modify the email and click + :guilabel:`Update contact details`. + +Configure Peppol services +------------------------- + +Once you are registered on Odoo SMP, the :guilabel:`Configure Peppol Services` button +becomes visible to allow you to enable or disable document formats that other participants +can send you via Peppol. By default, all document formats supported by Odoo are enabled (depending +on the installed modules). + Contact verification -------------------- @@ -222,6 +245,13 @@ It is possible to verify the Peppol participant status of several customers at o 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`. +If the participant is registered on the Peppol network but cannot receive the format you selected +for them, the :guilabel:`Peppol endpoint validity` label changes to :guilabel:`Cannot +receive this format`. + +.. image:: electronic_invoicing/peppol-participant-format.png + :alt: verify contact ubl format + Send invoices ------------- diff --git a/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-contact-verify.png b/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-contact-verify.png index fecc4aaa0..e84a35c55 100644 Binary files a/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-contact-verify.png and b/content/applications/finance/accounting/customer_invoices/electronic_invoicing/peppol-contact-verify.png differ diff --git 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