diff --git a/content/applications/finance/accounting/fiscal_localizations/localizations/india.rst b/content/applications/finance/accounting/fiscal_localizations/localizations/india.rst index d6b52278a..f60865c38 100644 --- a/content/applications/finance/accounting/fiscal_localizations/localizations/india.rst +++ b/content/applications/finance/accounting/fiscal_localizations/localizations/india.rst @@ -19,16 +19,19 @@ localization: * - :guilabel:`Indian - Accounting` - `l10n_in` - Default :doc:`fiscal localization package <../overview/fiscal_localization_packages>` - * - :guilabel:`Indian E-invoice Integration` + * - :guilabel:`Indian E-invoicing` - `l10n_in_edi` - :ref:`Indian e-invoicing integration ` + * - :guilabel:`Indian E-waybill` + - `l10n_in_edi_ewaybill` + - :ref:`Indian E-waybill integration ` .. _india/e-invoicing: Indian e-invoicing ================== -Odoo is compliant with the **Indian Good and Services Tax (GST) e-Invoice system** requirements. +Odoo is compliant with the **Indian Goods and Services Tax (GST) e-Invoice system** requirements. .. important:: Indian e-invoicing is available from Odoo 15.0. If needed, :doc:`upgrade @@ -42,7 +45,7 @@ Registration on your NIC e-Invoice web portal You must register on the **NIC e-Invoice** web portal to get your **API credentials**. You need these credentials to :ref:`configure your Odoo Accounting app `. -#. Login to the NIC e-Invoice web portal on - https://einvoice1.gst.gov.in/ by clicking on +#. Log in to the NIC e-Invoice web portal at https://einvoice1.gst.gov.in/ by clicking on :guilabel:`Login` and entering your :guilabel:`Username` and :guilabel:`Password`. .. note:: @@ -65,7 +68,7 @@ these credentials to :ref:`configure your Odoo Accounting app ` and the :ref:`E-waybill + `. + .. image:: india/e-invoice-cancellation.png :align: center :alt: cancel reason and remarks .. note:: - If you want to abort the cancellation before processing the invoice, then click on - :guilabel:`Call Off EDI Cancellation`. - -Once you request to cancel the e-invoice, Odoo automatically submits the JSON Signed file to the -government portal. If you want to process the invoice immediately, you can process it by clicking on -:guilabel:`Process Now`. + - If you want to abort the cancellation before processing the invoice, then click on + :guilabel:`Call Off EDI Cancellation`. + - Once you request to cancel the e-invoice, Odoo automatically submits the JSON Signed file to + the government portal. You can click on :guilabel:`Process Now` if you want to process the + invoice immediately. .. _india/verify-e-invoice: @@ -187,3 +193,146 @@ website. .. image:: india/signed-invoice.png :align: center :alt: verified e-invoice + +.. _india/e-waybill: + +Indian E-waybill +================ + +Odoo is compliant with the **Indian Goods and Services Tax (GST) E-waybill system** requirements. + +.. important:: + Indian E-waybill is available from Odoo 15.0. If needed, :doc:`upgrade ` + your database. + +.. _india/e-waybill-api: + +API Registration on your NIC E-waybill web portal +-------------------------------------------------- + +You must register on the **NIC E-waybill** web portal to create your **API credentials**. You need +these credentials to :ref:`configure your Odoo Accounting app `. + +#. Log in to the NIC E-waybill web portal at https://ewaybillgst.gov.in/ by clicking on + :guilabel:`Login` and entering your :guilabel:`Username` and :guilabel:`Password`. + + .. image:: india/e-waybill-system-login.png + :align: center + :alt: E-waybill login + +#. From your dashboard, go to :menuselection:`Registration --> For GSP`. + + .. image:: india/e-waybill-registration-menu.png + :align: center + :alt: E-waybill registration + +#. Click on :guilabel:`Send OTP`; you should receive an :abbr:`OTP (one-time password)` code to your + registered mobile number. +#. Enter the OTP code and click on :guilabel:`Verify OTP`. + + .. image:: india/e-waybill-gsp-registration.png + :align: center + :alt: E-waybill OTP verification + +#. Check if :guilabel:`Tera Software Limited` is already on the list of registered GSP/ERP. If so, + use this username and password. Otherwise, follow the next steps. + + .. image:: india/e-waybill-gsp-list.png + :align: center + :alt: E-waybill list of registered GSP/ERP + +#. Select :guilabel:`Add/New`, select :guilabel:`Tera Software Limited` as your GSP Name, create a + :guilabel:`Username` and a :guilabel:`Password` for your API, and click on :guilabel:`Add`. + + .. image:: india/e-waybill-registration-details.png + :align: center + :alt: Submit GSP API registration details + +.. _india/e-waybill-configuration: + +Configuration on Odoo +--------------------- + +To set up the E-waybill service, go to :menuselection:`Accounting --> Configuration --> Settings --> +Indian Electronic WayBill --> Setup E-Waybill`, and enter your :guilabel:`Username` and +:guilabel:`Password`. + +.. image:: india/e-waybill-configuration.png + :align: center + :alt: E-waybill setup odoo + +.. _india/e-waybill-workflow: + +Workflow +-------- + +To issue an E-waybill from Odoo, you must create an invoice/bill with the details of the E-waybill +using the standard invoicing/bill flow (either from a sales/purchase order or the invoice/bill menu +in Accounting). + +.. _india/e-waybill-send: + +Send an E-waybill +~~~~~~~~~~~~~~~~~ + +You can manually send an E-waybill by clicking on :guilabel:`Send E-waybill`. + +.. image:: india/e-waybill-send-button.png + :align: center + :alt: Send E-waybill button on invoices + +To send the E-waybill automatically when you confirm an invoice or a bill, enable +:guilabel:`E-waybill (IN)` in your :ref:`Sale/Purchase Journal `. + +.. _india/invoice-validation-e-way: + +Invoice validation +~~~~~~~~~~~~~~~~~~ + +Once you have issued the invoice and clicked on :guilabel:`Send E-waybill`, a confirmation message +is displayed. + +.. note:: + - Odoo automatically uploads the JSON-signed file to the government portal after a while. You can + click on :guilabel:`Process Now` if you want to process the invoice immediately. + - You can find the JSON-signed file in the attached files in the chatter. + +.. image:: india/e-waybill-process.png + :align: center + :alt: Indian e-waybill confirmation message: "The invoice will be processed asynchronously by + the following E-waybill service : E-waybill (IN)" + +Invoice PDF Report +~~~~~~~~~~~~~~~~~~ + +You can print the invoice PDF report once you have submitted the E-waybill. The report includes the +**E-waybill number** and the **E-waybill validity date**. + +.. image:: india/e-waybill-invoice-report.png + :align: center + :alt: E-waybill acknowledgment number and date + +.. _india/e-waybill-cancellation: + +E-waybill Cancellation +~~~~~~~~~~~~~~~~~~~~~~ + +If you want to cancel an E-waybill, go to the :guilabel:`eWayBill` tab of the invoice and fill out +the :guilabel:`Cancel reason` and :guilabel:`Cancel remarks` fields. Then, click on +:guilabel:`Request EDI Cancellation`. + +.. important:: + Doing so cancels both the :ref:`E-invoice ` and the :ref:`E-waybill + `. + +.. image:: india/e-waybill-cancellation.png + :align: center + :alt: cancel reason and remarks + +.. note:: + - If you want to abort the cancellation before processing the invoice, click on :guilabel:`Call + Off EDI Cancellation`. + - If the E-invoice is applicable for this invoice, then it will also be canceled. + - Once you request to cancel the E-waybill, Odoo automatically submits the JSON Signed file to + the government portal. 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