[ADD] Finance: POS certification doc blackbox setup

closes odoo/documentation#3755

X-original-commit: f6dfea8206
Signed-off-by: Perazzo Loredana (lrpz) <lrpz@odoo.com>

content/applications/finance/fiscal_localizations.rst

@@ -62,7 +62,7 @@ available on Odoo.
 - :doc:`Argentina - Accounting <fiscal_localizations/argentina>`
 - :doc:`Australian - Accounting <fiscal_localizations/australia>`
 - Austria - Accounting
-- Belgium - Accounting
+- :doc:`Belgium - Accounting <fiscal_localizations/belgium>`
 - Bolivia - Accounting
 - Brazilian - Accounting
 - Canada - Accounting
@@ -137,6 +137,7 @@ available on Odoo.
 
    fiscal_localizations/argentina
    fiscal_localizations/australia
+   fiscal_localizations/belgium
    fiscal_localizations/chile
    fiscal_localizations/colombia
    fiscal_localizations/colombia_ES

content/applications/finance/fiscal_localizations/belgium.rst

@@ -0,0 +1,181 @@
+=======
+Belgium
+=======
+
+.. _belgium/introduction:
+
+Fiscal certification: POS restaurant
+====================================
+
+In Belgium, the owner of a cooking business such as a restaurant or food truck is required by law to
+use a government-certified **Cash Register System** for their receipts. This applies if their yearly
+earnings (excluding VAT, drinks, and take-away food) exceed 25,000 euros.
+
+This government-certified system entails the use of a :ref:`certified POS system
+<belgium/certified>`, along with a device called a :ref:`Fiscal Data Module <belgium/fdm>` (or
+**black box**) and a :ref:`VAT Signing Card <belgium/vat>`.
+
+.. important::
+   Do not forget to register as *foodservice industry manager* on the `Federal Public Service
+   Finance registration form <https://www.systemedecaisseenregistreuse.be/fr/enregistrement>`_.
+
+.. _belgium/certified:
+
+Certified POS system
+--------------------
+
+The Odoo POS system is certified for the major versions of databases hosted on **Odoo Online** and
+**Odoo.sh**. Please refer to the following table to ensure that your POS system is certified.
+
+.. list-table::
+   :header-rows: 1
+   :stub-columns: 1
+
+   * -
+     - Odoo Online
+     - Odoo.sh
+     - On-Premise
+   * - Odoo 16.0
+     - Review in progress
+     - Review in progress
+     - Not certified
+   * - Odoo 15.2
+     - Not certified
+     - Not certified
+     - Not certified
+   * - Odoo 15.0
+     - Certified
+     - Certified
+     - Not certified
+   * - Odoo 14.0
+     - Certified
+     - Certified
+     - Not certified
+
+.. seealso::
+   :doc:`/administration/maintain/supported_versions`
+
+A `certified POS system <https://www.systemedecaisseenregistreuse.be/systemes-certifies>`_ must
+adhere to rigorous government regulations, which means it operates differently from a non-certified
+POS.
+
+- On a certified POS, you cannot:
+
+  - Make a refund.
+  - Set up and use the **global discounts** feature (the `pos_discount` module is blacklisted and
+    cannot be activated).
+  - Set up and use the **loyalty programs** feature (the `pos_loyalty` module is blacklisted and
+    cannot be activated).
+  - Reprint receipts (the `pos_reprint` module is blacklisted and cannot be activated).
+  - Modify prices in order lines.
+  - Modify or delete order lines in POS orders.
+  - Sell products without a valid VAT number.
+  - Use a POS that is not connected to an IoT box.
+
+- The :doc:`cash rounding <../../sales/point_of_sale/shop/cash_rounding>` feature must be activated
+  and set to a :guilabel:`Rounding Precision` of `0,05` and a :guilabel:`Rounding Method` set as
+  :guilabel:`Half-Up`.
+- Taxes must be set as included in the price. To set it up, go to :menuselection:`Point of Sale -->
+  Configuration --> Settings`, and from the :guilabel:`Taxes` section, open the :guilabel:`Default
+  Sales Tax` form by clicking the arrow next to the default sales tax field. There, click
+  :guilabel:`Advanced Options` and enable :guilabel:`Included in Price`.
+- At the start of a POS session, users must click :guilabel:`Work in` to clock in. Doing so allows
+  the registration of POS orders. If users are not clocked in, they cannot make POS orders.
+  Likewise, they must click :guilabel:`Work Out` to clock out at the end of the session.
+
+.. warning::
+   If you configure a POS to work with a black box, you cannot use it again without it.
+
+.. _belgium/fdm:
+
+The Fiscal Data Module
+----------------------
+
+The :abbr:`FDM (Fiscal Data Module)`, or `black box <https://www.boîtenoire.be/fonctionnement>`_, is
+a government-certified device that works together with the Point of Sale application and saves your
+POS orders information. Concretely, a **hash** (:dfn:`unique code`) is generated for each POS order
+and added to its receipt. This allows the government to verify that all revenue is declared.
+
+.. note::
+   Ensure your black box is approved by the Belgian government. You can check the compliance of your
+   black box by visiting the `Federal Public Service Finance
+   <https://www.systemedecaisseenregistreuse.be/systemes-certifies#FDM%20certifiés>`_ website.
+
+Configuration
+~~~~~~~~~~~~~
+
+Before setting up your database to work with an FDM, ensure you have the following hardware:
+
+- a registered :ref:`black box <belgium/blackbox>` (go to `www.boîtenoire.be
+  <https://www.boîtenoire.be/ma-caisse/>`_ to order yours);
+- an RS-232 serial null modem cable per FDM;
+- an RS-232 serial-to-USB adapter per FDM;
+- an :ref:`IoT Box <belgium/iotbox>` (one IoT box per black box); and
+- a receipt printer.
+
+.. _belgium/blackbox:
+
+Black box module
+****************
+
+As a pre-requisite, :ref:`activate <general/install>` the `Belgian Registered Cash Register` module
+(technical name: `pos_blackbox_be`).
+
+.. image:: belgium/be-modules.png
+   :align: center
+   :alt: black box modules for belgian fiscal certification
+
+Once the module is activated, add your VAT number to your company information. To set it up, go to
+:menuselection:`Settings --> Companies --> Update Info`, and fill in the :guilabel:`VAT` field.
+Then, enter a national registration number for every staff member who operates the POS system. To do
+so, go to the :guilabel:`Employees` app and open an employee form. There, go to :menuselection:`HR
+settings tab --> Attendance`, and fill in the :guilabel:`INSZ or BIS number` field.
+
+.. image:: belgium/bis-number.png
+   :align: center
+   :alt: ISNZ or BIS number field on employee form
+
+.. tip::
+   To input your information, click on your avatar, go to :menuselection:`My Profile --> Preference
+   tab`, and enter your INSZ or BIS number in the designated field.
+
+.. warning::
+   You must configure the black box directly in the production database. Utilizing it in a testing
+   environment may result in incorrect data being stored within the black box.
+
+.. _belgium/iotbox:
+
+IoT Box
+*******
+
+In order to use a Fiscal Data Module, you need a registered IoT Box. To register your IoT box, you
+must contact us through our `support contact form <https://www.odoo.com/help>`_ and provide the
+following information:
+
+- your VAT number;
+- your company's name, address, and legal structure; and
+- the Mac address of your IoT Box.
+
+Once your IoT box is certified, :doc:`connect <../../productivity/iot/config/connect>` it to your
+database. To verify that the IoT Box recognizes the FDM, go to the IoT homepage and scroll down the
+:guilabel:`IOT Device` section, which should display the FDM.
+
+.. image:: belgium/iot-devices.png
+   :align: center
+   :alt: Hardware status page on a registered IoT Box
+
+Then, add the IoT to your POS. To do so, go to :menuselection:`Point of Sale --> Configuration -->
+Point of Sale`, select your POS, scroll down to the :guilabel:`Connected Device` section, and enable
+:guilabel:`IoT Box`. Lastly, add the FMD in the :guilabel:`Fiscal Data Module` field.
+
+.. note::
+   To be able to use an FDM, you must at least connect one :guilabel:`Receipt Printer`.
+
+.. _belgium/vat:
+
+VAT signing card
+----------------
+
+When you open a POS session and make your initial transaction, you are prompted to enter the PIN
+provided with your :abbr:`VSC (VAT signing card)`. The card is delivered by the :abbr:`FPS (Service
+Public Federal Finances)` upon `registration <https://www.systemedecaisseenregistreuse.be/fr/enregistrement>`_.

content/applications/sales/point_of_sale.rst

@@ -22,4 +22,3 @@ is able to continue working even if you are offline.
    point_of_sale/restaurant
    point_of_sale/payment
    point_of_sale/advanced_pricing_features
-   point_of_sale/belgian_fdm

content/applications/sales/point_of_sale/belgian_fdm.rst

@@ -1,10 +0,0 @@
-:nosearch:
-
-===================
-Fiscal Data Modules
-===================
-
-.. toctree::
-   :titlesonly:
-
-   belgian_fdm/setup

content/applications/sales/point_of_sale/belgian_fdm/setup.rst

@@ -1,92 +0,0 @@
-===================================================
-Setting up the Fiscal Data Module with the Odoo POS
-===================================================
-
-Introduction
-============
-
-The Belgian government requires certain businesses to use a
-government-certified device called a **Fiscal Data Module** (also
-known as a **blackbox**). This device works together with the POS
-application and logs certain transactions. On top of that, the used
-POS application must also be certified by the government and must
-adhere to strict standards specified by them. `Odoo 9 (Enterprise Edition) is a
-certified application
-<http://www.systemedecaisseenregistreuse.be/systemes-certifies>`_. More
-information concerning the Fiscal Data Module can be found on `the
-official website <http://www.systemedecaisseenregistreuse.be/>`_.
-
-Required hardware
-=================
-
-* A government certified `Fiscal Data Module
-  <http://www.systemedecaisseenregistreuse.be/systemes-certifies#FDM%20certifiés>`_
-  per POS, all of them should work, but the Cleancash SC-B is
-  recommended, you will also need:
-
-  * Serial null modem cable per FDM (`example
-    <http://www.startech.com/Cables/Serial-Parallel-PS-2/DB9-DB25/10-ft-Cross-Wired-Serial-Null-Modem-Cable-DB9-FM~SCNM9FM>`__)
-  * Serial-to-USB adapter per FDM (`example
-    <http://trendnet.com/products/proddetail.asp?prod=265_TU-S9>`__)
-
-* A registered IoT Box per POS configuration
-
-Setup
-=====
-
-IoT Box
--------
-
-In order to use a Fiscal Data Module, you will need a registered
-IoT Box. These IoT Boxes are similar to the regular IoT Boxes we sell,
-but they are registered with the Belgian government. This is required
-by law. Attempting to use a Fiscal Data Module on a non-registered
-IoT Box will not work. You can verify that the Fiscal Data Module is
-recognized by the IoT Box by going to the *Hardware status page* via
-the IoT Box homepage.
-
-.. image:: setup/posbox_fdm_hardware_status.png
-    :align: center
-
-Odoo
-----
-
-An Odoo POS app can be given certified POS capabilities by installing
-the **Belgian Registered Cash Register** app (technical name:
-``pos_blackbox_be``). Because of government restrictions imposed on
-us, this installation cannot be undone. After this, you will have to
-ensure that each POS configuration has a unique registered IoT Box
-associated with it (:menuselection:`Point of Sale --> Configuration
---> Point of Sale` and ensure Hardware Proxy / IoT Box and the serial
-number of your IoT Box is set). The first time you open the Point of
-Sale and attempt to do a transaction, you will be asked to input the
-PIN that you received with your VAT signing card.
-
-.. image:: setup/vat_signing_card_pin.png
-    :align: center
-
-Certification & On-premise
-==========================
-
-The certification granted by the government is restricted to the use on odoo.com
-Odoo Online instance. The usage of the module from the source or a modified version
-will **not** be certified. For on-premise users, we also support the Fiscal Data
-Module in such installations. The main restriction is that this requires an
-obfuscated version of the ``pos_blackbox_be`` module we will provide on request
-for Enterprise customers.
-
-Restrictions
-============
-
-As mentioned before, in order to get certified the POS application
-must adhere to strict government guidelines. Because of this, a
-certified Odoo POS has some limitations not present in the
-non-certified Odoo POS.
-
-* Refunding is disabled
-* Modifying orderline prices
-* Creating/modifying/deleting POS orders
-* Selling products without a valid tax
-* Multiple Odoo POS configurations per IoT Box are not allowed
-* Using the POS without a connection to the IoT Box (and thus FDM)
-* Blacklisted modules: pos_discount, pos_reprint, pos_loyalty

redirects/14.0.txt

@@ -35,6 +35,7 @@ applications/finance/accounting/payables/supplier_bills/manage.rst applications/
 
 applications/sales/crm/acquire_leads/generate_from_email.rst applications/sales/crm/acquire_leads/generate_leads.rst       # (#986)
 applications/sales/crm/acquire_leads/generate_from_website.rst applications/sales/crm/acquire_leads/generate_leads.rst       # (#986)
+applications/sales/point_of_sale/belgian_fdm/setup.rst applications/finance/fiscal_localizations/belgium.rst
 applications/sales/sales/advanced/portal.rst applications/general/users/portal.rst
 
 # developer/howtos