[ADD] accounting/l10n: add section about E-waybill (India)
closes odoo/documentation#3333 Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
@ -19,16 +19,19 @@ localization:
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* - :guilabel:`Indian - Accounting`
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- `l10n_in`
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- Default :doc:`fiscal localization package <../overview/fiscal_localization_packages>`
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* - :guilabel:`Indian E-invoice Integration`
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* - :guilabel:`Indian E-invoicing`
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- `l10n_in_edi`
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- :ref:`Indian e-invoicing integration <india/e-invoicing>`
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* - :guilabel:`Indian E-waybill`
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- `l10n_in_edi_ewaybill`
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- :ref:`Indian E-waybill integration <india/e-waybill>`
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.. _india/e-invoicing:
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Indian e-invoicing
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==================
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Odoo is compliant with the **Indian Good and Services Tax (GST) e-Invoice system** requirements.
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Odoo is compliant with the **Indian Goods and Services Tax (GST) e-Invoice system** requirements.
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.. important::
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Indian e-invoicing is available from Odoo 15.0. If needed, :doc:`upgrade
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@ -42,7 +45,7 @@ Registration on your NIC e-Invoice web portal
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You must register on the **NIC e-Invoice** web portal to get your **API credentials**. You need
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these credentials to :ref:`configure your Odoo Accounting app <india/e-invoicing-configuration>`.
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#. Login to the NIC e-Invoice web portal on - https://einvoice1.gst.gov.in/ by clicking on
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#. Log in to the NIC e-Invoice web portal at https://einvoice1.gst.gov.in/ by clicking on
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:guilabel:`Login` and entering your :guilabel:`Username` and :guilabel:`Password`.
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.. note::
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@ -65,7 +68,7 @@ these credentials to :ref:`configure your Odoo Accounting app <india/e-invoicing
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.. image:: india/trigger-otp.png
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:align: center
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:alt: Trigger an OTP to your registerd phone number
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:alt: Trigger an OTP to your registered phone number
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#. Select :guilabel:`Through GSP` in the first field, select :guilabel:`Tera Software Limited`
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as your GSP, and type in a :guilabel:`Username` and :guilabel:`Password` for your API.
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@ -153,17 +156,20 @@ the :guilabel:`Cancel reason` and :guilabel:`Cancel remarks` fields. Then, click
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:guilabel:`Request EDI cancellation`. The status of the :guilabel:`Electronic invoicing` field
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changes to :guilabel:`To Cancel`.
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.. important::
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Doing so cancels both the :ref:`E-invoice <india/e-invoicing>` and the :ref:`E-waybill
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<india/e-waybill>`.
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.. image:: india/e-invoice-cancellation.png
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:align: center
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:alt: cancel reason and remarks
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.. note::
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If you want to abort the cancellation before processing the invoice, then click on
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:guilabel:`Call Off EDI Cancellation`.
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Once you request to cancel the e-invoice, Odoo automatically submits the JSON Signed file to the
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government portal. If you want to process the invoice immediately, you can process it by clicking on
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:guilabel:`Process Now`.
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- If you want to abort the cancellation before processing the invoice, then click on
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:guilabel:`Call Off EDI Cancellation`.
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- Once you request to cancel the e-invoice, Odoo automatically submits the JSON Signed file to
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the government portal. You can click on :guilabel:`Process Now` if you want to process the
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invoice immediately.
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.. _india/verify-e-invoice:
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@ -187,3 +193,146 @@ website.
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.. image:: india/signed-invoice.png
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:align: center
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:alt: verified e-invoice
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.. _india/e-waybill:
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Indian E-waybill
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================
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Odoo is compliant with the **Indian Goods and Services Tax (GST) E-waybill system** requirements.
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.. important::
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Indian E-waybill is available from Odoo 15.0. If needed, :doc:`upgrade </administration/upgrade>`
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your database.
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.. _india/e-waybill-api:
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API Registration on your NIC E-waybill web portal
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--------------------------------------------------
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You must register on the **NIC E-waybill** web portal to create your **API credentials**. You need
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these credentials to :ref:`configure your Odoo Accounting app <india/e-waybill-configuration>`.
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#. Log in to the NIC E-waybill web portal at https://ewaybillgst.gov.in/ by clicking on
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:guilabel:`Login` and entering your :guilabel:`Username` and :guilabel:`Password`.
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.. image:: india/e-waybill-system-login.png
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:align: center
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:alt: E-waybill login
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#. From your dashboard, go to :menuselection:`Registration --> For GSP`.
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.. image:: india/e-waybill-registration-menu.png
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:align: center
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:alt: E-waybill registration
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#. Click on :guilabel:`Send OTP`; you should receive an :abbr:`OTP (one-time password)` code to your
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registered mobile number.
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#. Enter the OTP code and click on :guilabel:`Verify OTP`.
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.. image:: india/e-waybill-gsp-registration.png
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:align: center
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:alt: E-waybill OTP verification
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#. Check if :guilabel:`Tera Software Limited` is already on the list of registered GSP/ERP. If so,
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use this username and password. Otherwise, follow the next steps.
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.. image:: india/e-waybill-gsp-list.png
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:align: center
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:alt: E-waybill list of registered GSP/ERP
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#. Select :guilabel:`Add/New`, select :guilabel:`Tera Software Limited` as your GSP Name, create a
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:guilabel:`Username` and a :guilabel:`Password` for your API, and click on :guilabel:`Add`.
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.. image:: india/e-waybill-registration-details.png
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:align: center
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:alt: Submit GSP API registration details
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.. _india/e-waybill-configuration:
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Configuration on Odoo
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---------------------
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To set up the E-waybill service, go to :menuselection:`Accounting --> Configuration --> Settings -->
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Indian Electronic WayBill --> Setup E-Waybill`, and enter your :guilabel:`Username` and
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:guilabel:`Password`.
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.. image:: india/e-waybill-configuration.png
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:align: center
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:alt: E-waybill setup odoo
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.. _india/e-waybill-workflow:
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Workflow
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--------
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To issue an E-waybill from Odoo, you must create an invoice/bill with the details of the E-waybill
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using the standard invoicing/bill flow (either from a sales/purchase order or the invoice/bill menu
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in Accounting).
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.. _india/e-waybill-send:
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Send an E-waybill
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~~~~~~~~~~~~~~~~~
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You can manually send an E-waybill by clicking on :guilabel:`Send E-waybill`.
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.. image:: india/e-waybill-send-button.png
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:align: center
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:alt: Send E-waybill button on invoices
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To send the E-waybill automatically when you confirm an invoice or a bill, enable
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:guilabel:`E-waybill (IN)` in your :ref:`Sale/Purchase Journal <india/e-invoicing-journals>`.
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.. _india/invoice-validation-e-way:
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Invoice validation
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~~~~~~~~~~~~~~~~~~
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Once you have issued the invoice and clicked on :guilabel:`Send E-waybill`, a confirmation message
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is displayed.
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.. note::
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- Odoo automatically uploads the JSON-signed file to the government portal after a while. You can
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click on :guilabel:`Process Now` if you want to process the invoice immediately.
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- You can find the JSON-signed file in the attached files in the chatter.
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.. image:: india/e-waybill-process.png
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:align: center
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:alt: Indian e-waybill confirmation message: "The invoice will be processed asynchronously by
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the following E-waybill service : E-waybill (IN)"
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Invoice PDF Report
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~~~~~~~~~~~~~~~~~~
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You can print the invoice PDF report once you have submitted the E-waybill. The report includes the
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**E-waybill number** and the **E-waybill validity date**.
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.. image:: india/e-waybill-invoice-report.png
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:align: center
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:alt: E-waybill acknowledgment number and date
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.. _india/e-waybill-cancellation:
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E-waybill Cancellation
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~~~~~~~~~~~~~~~~~~~~~~
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If you want to cancel an E-waybill, go to the :guilabel:`eWayBill` tab of the invoice and fill out
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the :guilabel:`Cancel reason` and :guilabel:`Cancel remarks` fields. Then, click on
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:guilabel:`Request EDI Cancellation`.
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.. important::
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Doing so cancels both the :ref:`E-invoice <india/e-invoicing>` and the :ref:`E-waybill
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<india/e-waybill>`.
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.. image:: india/e-waybill-cancellation.png
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:align: center
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:alt: cancel reason and remarks
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.. note::
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- If you want to abort the cancellation before processing the invoice, click on :guilabel:`Call
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Off EDI Cancellation`.
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- If the E-invoice is applicable for this invoice, then it will also be canceled.
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- Once you request to cancel the E-waybill, Odoo automatically submits the JSON Signed file to
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the government portal. You can click on :guilabel:`Process Now` if you want to process the
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invoice immediately.
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