[ADD] accounting: incoterms
Seperating Incoterms section from "Intrastat" doc to make it a stand alone documentation. task-3305222 closes odoo/documentation#4572 Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
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@ -236,3 +236,4 @@ the material has been shipped to the customer.
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customer_invoices/electronic_invoicing
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customer_invoices/snailmail
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customer_invoices/epc_qr_code
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customer_invoices/incoterms
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@ -0,0 +1,46 @@
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=========
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Incoterms
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=========
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:abbr:`Incoterms (International Commercial Terms)` are standardized trade terms used in
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international transactions to define the rights and responsibilities of buyers and sellers. They
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establish the obligations related to the delivery of goods, the transfer of risks, and the
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distribution of costs between the parties involved. Incoterms specify important details, such as the
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point at which the risk and costs transfer from the seller to the buyer, the responsibility for
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transportation, insurance, customs clearance, and other relevant aspects of the transaction.
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.. note::
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By default, all 11 Incoterms are available in Odoo:
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- **EXW**: Ex works
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- **FCA**: Free carrier
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- **FAS**: Free alongside ship
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- **FOB**: Free on board
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- **CFR**: Cost and freight
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- **CIF**: Cost, insurance and freight
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- **CPT**: Carriage paid to
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- **CIP**: Carriage and insurance paid to
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- **DPU**: Delivered at place unloaded
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- **DPA**: Delivered at place
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- **DDP**: Delivered duty paid
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.. seealso::
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:doc:`../reporting/intrastat`
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.. _incoterms/invoices:
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Define an Incoterm
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==================
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To define an Incoterm manually, create an invoice or bill, click the :guilabel:`Other Info` tab, and
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select the :guilabel:`Incoterm`.
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.. _incoterms/default:
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Default Incoterm configuration
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==============================
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You can set a default Incoterm rule to **automatically** populate the Incoterm field on all newly
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created invoices and bills. Under :menuselection:`Accounting/Invoicing --> Configuration -->
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Settings`, scroll down to the :guilabel:`Customer Invoices` section, and select an Incoterm in the
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:guilabel:`Default Incoterm` field.
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@ -29,11 +29,6 @@ Enable the Intrastat report by going to :menuselection:`Accounting --> Configura
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Under the :guilabel:`Customer Invoices` section, tick :guilabel:`Intrastat` and then
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:guilabel:`Save`.
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.. important::
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If your Odoo database was created before **January 13, 2022**, first :ref:`upgrade
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<general/upgrade>` the `account_intrastat` module to add the new transaction codes and
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:ref:`install <general/install>` the `account_intrastat_expiry` module to archive the old codes.
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.. _intrastat/default-transaction-codes:
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Default transaction codes: invoice and refund
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@ -44,16 +39,6 @@ invoice and refund transactions. Under :menuselection:`Accounting --> Configurat
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select a :guilabel:`Default invoice transaction code` and/or a :guilabel:`Default refund transaction
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code` and then :guilabel:`Save`. The code will be set automatically on all respective invoice lines.
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.. _intrastat/default-incoterm:
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Default Incoterm rule
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---------------------
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You can set a default :ref:`Incoterm rule <intrastat/incoterm>` to automatically populate the
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Incoterm field on all newly created invoices and bills. Under :menuselection:`Accounting -->
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Configuration --> Settings`, select the company's :guilabel:`Default Incoterm` and then
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:guilabel:`Save`.
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.. _intrastat/region-code:
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Region code
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@ -143,22 +128,6 @@ to select a transaction code.
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`National Bank of Belgium - Intrastat: Nature of transactions from January 2022
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<https://www.nbb.be/doc/dd/onegate/data/new_natures_of_transaction_2022_en.pdf>`_
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.. _intrastat/incoterm:
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Incoterm rule
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-------------
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Incoterms are 11 internationally recognized rules defining the responsibilities of sellers and
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buyers, specifying who is responsible for paying and managing the shipment, insurance,
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documentation, customs clearance, and other logistical activities. A :ref:`default Incoterm
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<intrastat/default-incoterm>` can be set for all invoices and bills.
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To set the Incoterm manually, create an invoice or a bill, click the :guilabel:`Other Info` tab, and
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select the :guilabel:`Incoterm`.
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.. seealso::
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`Wikipedia: Incoterms <https://en.wikipedia.org/wiki/Incoterms>`_
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.. _intrastat/partner-country:
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Partner country
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@ -223,7 +192,7 @@ Each report line refers to a single invoice line and contains the following info
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- :ref:`Origin Country <intrastat/origin-country>`;
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- :ref:`Partner VAT <intrastat/partner>`;
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- :ref:`Transport Code <intrastat/transport-code>`;
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- :ref:`Incoterm Code <intrastat/incoterm>`;
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- :doc:`Incoterm Code <../customer_invoices/incoterms>`;
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- :ref:`Weight <intrastat/quantity>`;
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- :ref:`Supplementary Units <intrastat/quantity>`; and
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- :ref:`Value <intrastat/value>`, which is always expressed in euros even if the original invoice or
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