diff --git a/content/applications/finance/accounting/taxes/fiscal_positions.rst b/content/applications/finance/accounting/taxes/fiscal_positions.rst index 5d3de50fb..611b9a26e 100644 --- a/content/applications/finance/accounting/taxes/fiscal_positions.rst +++ b/content/applications/finance/accounting/taxes/fiscal_positions.rst @@ -3,108 +3,111 @@ Fiscal positions (tax and account mapping) ========================================== Default taxes and accounts are set on products and customers to create new transactions on the fly. -However, you might have to use different taxes and record the transactions on different accounts, -according to your customers' and providers' localizations and business types. +However, depending on the customers' and providers' localization and business type, using different +taxes and accounts for a transaction might be necessary. -**Fiscal Positions** allow you to create *sets of rules* to automatically adapt the taxes and the -accounts used for a transaction. +**Fiscal positions** allow the creation of rules to adapt the taxes and accounts used for a +transaction automatically. -.. image:: fiscal_positions/fiscal-positions-intra-community.png - :align: center - :alt: Example: Belgian to Intra-Community tax mapping with Fiscal Positions in Odoo Accounting - -They can be applied in various ways: - -- :ref:`automatically applied, based on some rules ` -- :ref:`manually applied on a transaction ` -- :ref:`assigned to a partner, on its contact form ` +They can be applied :ref:`automatically `, :ref:`manually +`, or :ref:`assigned to a partner `. .. note:: - A few Fiscal Positions are already preconfigured on your database, as part of your :ref:`fiscal - localization package `. + Several default fiscal positions are available as part of your :ref:`fiscal localization + package `. Configuration ============= .. _fiscal_positions/mapping: -Tax and Account Mapping +Tax and account mapping ----------------------- -To edit or create a Fiscal Position, go to :menuselection:`Accounting --> Configuration --> Fiscal -Positions`, and open the entry you want to modify or click on *Create*. +To edit or create a fiscal position, go to :menuselection:`Accounting --> Configuration --> Fiscal +Positions`, and open the entry to modify or click on :guilabel:`New`. The mapping of taxes and accounts is based on the default taxes and accounts defined in the -products' forms. +product form. -- To map to another tax or account, fill out the right column (**Tax to Apply**/**Account to Use - Instead**). -- To remove a tax, rather than replacing it with another, leave the field **Tax to Apply** empty. -- To replace a tax with multiple other taxes, add multiple lines with the same **Tax on Product**. +- To map to another tax or account, fill out the right column (:guilabel:`Tax to Apply`/ + :guilabel:`Account to Use Instead`). + +.. image:: fiscal_positions/fiscal-positions-tax-mapping.png + :align: center + :alt: Example of a fiscal position's tax mapping + +.. image:: fiscal_positions/fiscal-positions-account-mapping.png + :align: center + :alt: Example of a fiscal position's account mapping + +- To remove a tax, leave the field :guilabel:`Tax to Apply` empty. +- To replace a tax with several other taxes, add multiple lines using the same :guilabel:`Tax on + Product`. .. note:: The mapping only works with *active* taxes. Therefore, make sure they are active by going to :menuselection:`Accounting --> Configuration --> Taxes`. +Application +=========== + .. _fiscal_positions/automatic: Automatic application --------------------- -You can configure your Fiscal Positions to be applied automatically, following a set of conditions. +To automatically apply a fiscal position following a set of conditions, go to +:menuselection:`Accounting --> Configuration --> Fiscal Positions`, open the fiscal position to +modify, and tick :guilabel:`Detect Automatically`. -To do so, open the Fiscal Position you want to modify and click on **Detect Automatically**. You can -configure a few conditions: +From there, several conditions can be activated: -- **VAT Required**: The VAT number *must* be indicated in the customer's contact form. -- **Country Group** / **Country**: The Fiscal Position is applied to these countries. +- :guilabel:`VAT Required`: the customer's VAT number must be present on their contact form. +- :guilabel:`Country Group` and :guilabel:`Country`: the fiscal position is only applied to the + selected country or country group. .. image:: fiscal_positions/fiscal-positions-automatic.png :align: center - :alt: Example of settings to apply a Fiscal Position automatically + :alt: Example of a fiscal position automatic application settings .. note:: - Taxes on **eCommerce orders** are automatically updated once the visitor has logged in or filled + Taxes on **eCommerce orders** are automatically updated once the customer has logged in or filled out their billing details. .. important:: - The Fiscal Positions' **sequence** - the order in which they are arranged - defines which - Fiscal Position to apply if the conditions are met in multiple Fiscal Positions. + The fiscal positions' **sequence** defines which fiscal position is applied if all conditions + set on multiple fiscal positions are met simultaneously. - For example, if the first Fiscal Position targets *country A*, and the second Fiscal Position - targets a *Country Group* that also comprises *country A*, only the first Fiscal Position will be - applied to customers from *country A*. + For example, suppose the first fiscal position in a sequence targets *country A* while the second + fiscal position targets a *country group* that comprises *country A*. In that case, only the + first fiscal position will be applied to customers from *country A*. -.. _fiscal_positions/application: +.. _fiscal_positions/manual: -Application -=========== +Manual application +------------------ + +To manually select a fiscal position, open a sales order, invoice, or bill, go to the +:guilabel:`Other Info` tab and select the desired :guilabel:`Fiscal Position` before adding product +lines. + +.. image:: fiscal_positions/fiscal-positions-manual.png + :align: center + :alt: Selection of a fiscal position on a sales order, invoice, or bill .. _fiscal_positions/partner: -Assign a Fiscal Position to a partner -------------------------------------- +Assign to a partner +------------------- -You can manually define which Fiscal Position must be used by default for a specific partner. +To define which fiscal position must be used by default for a specific partner, go to +:menuselection:`Accounting --> Customers --> Customers`, select the partner, open the +:guilabel:`Sales & Purchase` tab, and select the :guilabel:`Fiscal Position`. -To do so, open the partner's contact form, go to the **Sales & Purchase** tab, edit the **Fiscal -Position** field, and click on *Save*. - -.. image:: fiscal_positions/fiscal-positions-partner.png +.. image:: fiscal_positions/fiscal-positions-customer.png :align: center - :alt: Selection of a Fiscal Position on a Sales Order / Invoice / Bill in Odoo Accounting - -.. _fiscal_positions/transaction: - -Choose Fiscal Positions manually on Sales Orders, Invoices, and Bills ---------------------------------------------------------------------- - -To manually select which Fiscal Position to use for a new Sales Order, Invoice, or Bill, go to the -**Other Info** tab and select the right **Fiscal Position** *before* adding product lines. - -.. image:: fiscal_positions/fiscal-positions-transaction.png - :align: center - :alt: Selection of a Fiscal Position on a Sales Order / Invoice / Bill in Odoo Accounting + :alt: Selection of a fiscal position on a customer .. seealso:: diff --git a/content/applications/finance/accounting/taxes/fiscal_positions/fiscal-positions-account-mapping.png b/content/applications/finance/accounting/taxes/fiscal_positions/fiscal-positions-account-mapping.png new file mode 100644 index 000000000..8e43b8af9 Binary files /dev/null and b/content/applications/finance/accounting/taxes/fiscal_positions/fiscal-positions-account-mapping.png differ diff --git a/content/applications/finance/accounting/taxes/fiscal_positions/fiscal-positions-automatic.png b/content/applications/finance/accounting/taxes/fiscal_positions/fiscal-positions-automatic.png index 95ae975b9..e9594d36f 100644 Binary files a/content/applications/finance/accounting/taxes/fiscal_positions/fiscal-positions-automatic.png and b/content/applications/finance/accounting/taxes/fiscal_positions/fiscal-positions-automatic.png differ diff --git a/content/applications/finance/accounting/taxes/fiscal_positions/fiscal-positions-customer.png b/content/applications/finance/accounting/taxes/fiscal_positions/fiscal-positions-customer.png new file mode 100644 index 000000000..4ead42199 Binary files /dev/null and b/content/applications/finance/accounting/taxes/fiscal_positions/fiscal-positions-customer.png differ diff --git a/content/applications/finance/accounting/taxes/fiscal_positions/fiscal-positions-intra-community.png b/content/applications/finance/accounting/taxes/fiscal_positions/fiscal-positions-intra-community.png deleted file mode 100644 index c0ccf0ee5..000000000 Binary files a/content/applications/finance/accounting/taxes/fiscal_positions/fiscal-positions-intra-community.png and /dev/null differ diff --git a/content/applications/finance/accounting/taxes/fiscal_positions/fiscal-positions-manual.png b/content/applications/finance/accounting/taxes/fiscal_positions/fiscal-positions-manual.png new file mode 100644 index 000000000..507b666c9 Binary files /dev/null and b/content/applications/finance/accounting/taxes/fiscal_positions/fiscal-positions-manual.png differ diff --git a/content/applications/finance/accounting/taxes/fiscal_positions/fiscal-positions-partner.png b/content/applications/finance/accounting/taxes/fiscal_positions/fiscal-positions-partner.png deleted file mode 100644 index a4db2967d..000000000 Binary files a/content/applications/finance/accounting/taxes/fiscal_positions/fiscal-positions-partner.png and /dev/null differ diff --git a/content/applications/finance/accounting/taxes/fiscal_positions/fiscal-positions-tax-mapping.png b/content/applications/finance/accounting/taxes/fiscal_positions/fiscal-positions-tax-mapping.png new file mode 100644 index 000000000..ace6efff7 Binary files /dev/null and b/content/applications/finance/accounting/taxes/fiscal_positions/fiscal-positions-tax-mapping.png differ diff --git a/content/applications/finance/accounting/taxes/fiscal_positions/fiscal-positions-transaction.png b/content/applications/finance/accounting/taxes/fiscal_positions/fiscal-positions-transaction.png deleted file mode 100644 index 1668f5014..000000000 Binary files a/content/applications/finance/accounting/taxes/fiscal_positions/fiscal-positions-transaction.png and /dev/null differ