[MERGE] Forward port of 13.0 to 13.2

This commit is contained in:
Martin Trigaux 2020-06-25 12:08:34 +02:00
commit b11a339786
434 changed files with 3752 additions and 1925 deletions

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@ -1,4 +1,6 @@
{% extends "basic/layout.html" %}
{% set html5_doctype = True %}
{%- block scripts %}
{{ super() }}
<script type="text/javascript" src="{{ pathto('_static/jquery.min.js', 1) }}"></script>
@ -16,14 +18,9 @@
{% set classes = classes + ['has_code_col'] %}
{% endif %}
{%- block doctype -%}
<!doctype html>
{%- endblock -%}
{%- block htmltitle -%}
<meta http-equiv="X-UA-Compatible" content="IE=edge">
<meta name="viewport" content="width=device-width, initial-scale=1">
{{ super() }}
{%- endblock -%}
{% if 'classes' in meta %}
{% set classes = classes + meta['classes'].split() %}
{% endif %}
{%- block linktags -%}
{% for code, url in language_codes %}

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@ -32,10 +32,6 @@ class BootstrapTranslator(nodes.NodeVisitor, object):
html_subtitle = 'html_subtitle'
# <meta> tags
meta = [
'<meta http-equiv="X-UA-Compatible" content="IE=edge">',
'<meta name="viewport" content="width=device-width, initial-scale=1">'
]
def __init__(self, builder, document):
# order of parameter swapped between Sphinx 1.x and 2.x, check if
@ -45,6 +41,11 @@ class BootstrapTranslator(nodes.NodeVisitor, object):
super(BootstrapTranslator, self).__init__(document)
self.builder = builder
self.meta = [
'', '',
'\n <meta http-equiv="X-UA-Compatible" content="IE=edge">',
'\n <meta name="viewport" content="width=device-width, initial-scale=1">'
]
self.body = []
self.fragment = self.body
self.html_body = self.body
@ -74,6 +75,9 @@ class BootstrapTranslator(nodes.NodeVisitor, object):
0xa0: u'&nbsp;'
})
def add_meta(self, meta):
self.meta.append('\n ' + meta)
def starttag(self, node, tagname, **attributes):
tagname = tagname.lower()
@ -130,6 +134,14 @@ class BootstrapTranslator(nodes.NodeVisitor, object):
def depart_document(self, node):
pass
def visit_meta(self, node):
if node.hasattr('lang'):
node['xml:lang'] = node['lang']
meta = self.starttag(node, 'meta', **node.non_default_attributes())
self.add_meta(meta)
def depart_meta(self, node):
pass
def visit_section(self, node):
# close "parent" or preceding section, unless this is the opening of
# the first section

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@ -82,7 +82,7 @@
\renewcommand{\footrulewidth}{0.1pt}
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\noindent\rule{\textwidth}{1pt}\par
\vspace*{-2.5cm}
\begin{flushright}
\sphinxlogo
\py@HeaderFamily
@ -95,6 +95,21 @@
}
% For sphinx 1.8.3+, the command is \sphinxmaketitle and the
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\sphinxlogo
\py@HeaderFamily
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\@thanks
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\newcommand{\makeodootitleold}{%
\begin{titlepage}
\titlepagedecoration

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_static/legal.css Normal file
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section#terms-and-conditions table td {
/* make sure icons and links aren't wrapped */
white-space: nowrap;
}
section#terms-and-conditions table th {
text-align: center;
}
section#terms-and-conditions table img.img-responsive {
margin: 0px;
}
section#terms-and-conditions table td:nth-child(2),
section#terms-and-conditions table th:nth-child(2) {
background-color: #f3f3f3;
}

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@ -10,6 +10,7 @@ Localizations
localizations/colombia_ES
localizations/france
localizations/germany
localizations/indonesia
localizations/italy_IT
localizations/mexico
localizations/netherlands

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@ -85,7 +85,7 @@ Contacto (Tercero)
~~~~~~~~~~~~~~~~~~
Identificación
^^^^^^^^^^^^^^
**************
Como parte de la Localización Colombiana, los tipos de documentos
definidos por la DIAN ahora están disponibles en el formulario de
@ -102,7 +102,7 @@ terceros.
Estructura Fiscal (RUT)
^^^^^^^^^^^^^^^^^^^^^^^
***********************
Los Códigos de tipo de Obligación aplicables a los terceros (sección 53
en el documento de RUT), son incluidos como parte del módulo de
@ -291,3 +291,305 @@ Casos de Uso adicionales
El proceso para las Notas de Crédito y Débito (Proveedores) es
exactamente el mismo que en las Facturas. Su flujo de trabajo funcional
se mantiene igual.
Consideraciones del Anexo 1.7
=============================
Contexto
--------
Contexto Normativo
~~~~~~~~~~~~~~~~~~
| Soporte Normativo:
| Resolución DIAN Número 000042 ( 5 de Mayo de 2020) Por la cual se desarrollan:
- Los sistemas de facturación,
- Los proveedores tecnológicos,
- El registro de la factura electrónica de venta como título valor,
- Se expide el anexo técnico de factura electrónica de venta y
- Se dictan otras disposiciones en materia de sistemas de facturación.
Anexo 1.7: Principales Cambios
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
- Cambios en la definición de Consumidor Final.
- Informar bienes cubiertos para los 3 dias sin IVA.
- Actualización de descripción de Impuestos.
- Se agrega concepto para IVA Excluido.
- Informar la fecha efectiva de entrega de los bienes.
- Adecuaciones en la representación Gráfica (PDF).
Calendario
~~~~~~~~~~
Se tiene varias fechas límites para la salida a producción bajo las condiciones del Anexo 1.7 las
cuales dependen de los siguientes factores:
#. Calendario de implementación de acuerdo con la actividad económica principal en el RUT:
.. image:: media/colombia-es-calendario-rut.png
:align: center
#. Calendario de implementación, para otros sujetos obligados:
.. image:: media/colombia-es-calendario-otros-obligados.png
:align: center
#. Calendario de implementación permanente:
.. image:: media/colombia-es-calendario-permanente.png
:align: center
Requerimientos en Odoo
----------------------
Con la finalidad de facilitar el proceso de preparación de las bases de Odoo estándar V12 y v13,
únicamente será necesario que los administradores actualicen algunos módulos y creen los datos
maestros relacionados a los nuevos procesos.
Actualización de listado de Apps
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Utilizando el modo desarrollador, acceder al módulo de Aplicaciones y seleccionar el menú
*Actualizar Lista*.
.. image:: media/colombia-es-actualizar-lista.png
:align: center
Actualización de Módulos
~~~~~~~~~~~~~~~~~~~~~~~~
Una vez actualizado Buscar *Colombia*, los siguientes módulos serán desplegados, se requieren
actualizar dos módulos.
#. Colombia - Contabilidad - l10n_co
#. Electronic invoicing for Colombia with Carvajal UBL 2.1 - l10n_co_edi_ubl_2_1
.. image:: media/colombia-es-modulos.png
:align: center
En cada módulo o ícono hay que desplegar el menú opciones utilizando los 3 puntos de la esquina
superior derecha y seleccionamos *Actualizar*.
Primero lo hacemos con en el módulo l10n_co:
.. image:: media/colombia-es-actualizar-contabilidad.png
:align: center
Posteriormente lo hacemos con el módulo l10n_co_edi_ubl_2_1:
.. image:: media/colombia-es-actualizar-electronic-invoicing.png
:align: center
Creación de Datos Maestros
~~~~~~~~~~~~~~~~~~~~~~~~~~
Las bases de datos existentes a Junio 2020 tanto en V12 como V13, deberán crear algunos datos
maestros necesarios para operar correctamente con los cambios del Anexo 1.7.
Consumidor Final
****************
La figura del consumidor final será utilizada para aquellas ventas sobre las cuales no es posible
identificar toda la información fiscal y demográfica del cliente por lo que la factura se genera a
nombre de este registro genérico.
Es importante coordinar y definir los casos de uso en los que dependiendo de su empresa se tendrá
permitido utilizar este registro genérico.
Dentro de Odoo se tendrá que crear un contacto con las siguientes características, es importante que
se defina de esta manera debido a que son los parámetros definidos por la DIAN.
- **Tipo de contacto:** Individuo
- **Nombre:** Consumidor Final
- **Tipo de documento:** Cedula de Ciudadania
- **Numero de Identificacion:** 222222222222
.. image:: media/colombia-es-consumidor-final-nuevo-contacto.png
:align: center
Dentro de la pestaña Ventas y Compras, en la sección Información Fiscal, del campo Obligaciones y
Responsabilidades colocaremos el valor: **R-99-PN**.
.. image:: media/colombia-es-consumidor-final-r-99-pn.png
:align: center
IVA Excluido - Bienes Cubiertos
*******************************
Para reportar las transacciones realizadas mediante Bienes Cubiertos para los tres días sin IVA,
será necesario crear un nuevo Impuesto al cual se le debe de asociar un grupo de impuestos
específico que será utilizado por Odoo para agregar la sección requerida en el XML de factura
electrónica.
Para el crear el impuesto accederemos a Contabilidad dentro del menú :menuselection:`Configuración
--> Impuestos`:
.. image:: media/colombia-es-menu-impuestos.png
:align: center
Procedemos a crear un nuevo Impuesto con importe 0% considerando los siguientes parámetros:
.. image:: media/colombia-es-nuevo-impuesto.png
:align: center
El nombre del Impuesto puede ser definido a preferencia del usuario, sin embargo el campo clave es
**Grupo de Impuestos** dentro de Opciones avanzadas, el cual debe ser: *bienes cubiertos* y el campo
**Tipo de Valor**: *IVA*.
.. image:: media/colombia-es-nuevo-impuesto-opciones-avanzadas.png
:align: center
Actualización de descripción de Departamentos
*********************************************
Es necesario actualizar la descripción de algunos departamentos, para lo cual accederemos a módulo
de Contactos y dentro del menú de :menuselection:`Configuración --> Provincias`.
.. image:: media/colombia-es-menu-provincias.png
:align: center
Posteriormente, podemos agregar por País para identificar claramente las provincias (Departamentos)
de Colombia:
.. image:: media/colombia-es-provincias-agrupar.png
:align: center
Una vez agrupados buscar los siguientes departamentos para actualizarlos con el valor indicado en la
columna **Nombre actualizado**:
+------------------------------+---------------------+--------------------------+
| Nombre de provincia | Código de Provincia | Nombre actualizado |
+==============================+=====================+==========================+
| D.C. | DC | Bogotá |
+------------------------------+---------------------+--------------------------+
| Quindio | QUI | Quindío |
+------------------------------+---------------------+--------------------------+
| Archipiélago de San Andrés, | SAP | San Andrés y Providencia |
| Providencia y Santa Catalina | | |
+------------------------------+---------------------+--------------------------+
Ejemplo:
.. image:: media/colombia-es-provincias-ejemplo.png
:align: center
Verificación de Código postal
*****************************
Dentro del Anexo 1.7 se comienza a validar que el código postal de las direcciones para contactos
colombianos corresponda a las tablas oficiales definidas por la DIAN, por lo que se debe verificar
que este campo está debidamente diligenciado de acuerdo a los definidos en la sigueinte fuente:
`Codigos_Postales_Nacionales.csv
<http://visor.codigopostal.gov.co/472/visor/Codigos_Postales_Nacionales.csv>`_
Consideraciones Operativas
--------------------------
Consumidor Final
~~~~~~~~~~~~~~~~
Una vez que resgistro de Consumidor final ha sido creado este deberá ser utilizado a demanda,
generalmente será utilizado en las transacciones de facturación del punto de punto de venta.
- El proceso de validación de la Factura será realizado de forma convencional en Odoo y la factura
será generada de la misma manera. Al detectar que el número de identificación corresponde a
consumidor Final, el XML que se envía a Carvajal será generado con las consideraciones y secciones
correspondientes.
- Contablemente todos los registros de Consumidor final quedarán asociados al identificador generico:
.. image:: media/colombia-es-consumidor-final-asociado.png
:align: center
IVA Excluido - Bienes Cubiertos
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
El 21 mayo del 2020 fue publicado el El Decreto 682 el cual establece Excepción especial en el
Impuesto sobre las ventas. El principal objetivo de este decreto es reactivar la economía en
Colombia por las bajas ventas generadas a causa del COVID.
Fechas
******
Días de excención del impuesto sobre las ventas IVA para bienes cubiertos (3 días SIN IVA).
- **Primer día**: 19 de junio de 2020
- **Segundo día**: 3 de Julio de 2020
- **Tercer día**: 19 de Julio de 2020
Condiciones
***********
Debido a que estas transacciones serán generadas de forma excepcional y que se tiene una combinación
de varios factores y condiciones, los productores debera ser actualizados de forma manual en Odoo
asignados temporalmente el impuesto de venta *IVA exento - Bienes cubierto* en cada empresa según
corresponda.
A continuación se mencionan algunas de las principales condiciones, sin embargo, cabe mencionar que
las empresas deben de verificar todos los detalles en el `Decreto 682
<https://dapre.presidencia.gov.co/normativa/normativa/DECRETO%20682%20DEL%2021%20DE%20MAYO%20DE%202020.pdf>`_.
- Tipo de productos y precio Máximo:
+-----------------------------+---------------------------------------+
| Tipo de Productos | Precio Máximo |
+=============================+=======================================+
| Electrodomesticos | 40 UVT: $1,4 millones. |
+-----------------------------+---------------------------------------+
| Vestuario y complementos | | 3 UVT: $106.000 |
| | | En el caso de los complementos es: |
| | | 10 UVT- $356.000 |
+-----------------------------+---------------------------------------+
| Elementos deportivos | 10 UVT- $356.000 |
+-----------------------------+---------------------------------------+
| Juguetes y Utiles Escolares | 5 UVT - $178.035 |
+-----------------------------+---------------------------------------+
| Utiles Escolares | 5 UVT - $178.035 |
+-----------------------------+---------------------------------------+
| Bienes o servicios para | 80 UVT - $2.848.560 |
| el sector agropecuario | |
+-----------------------------+---------------------------------------+
- Métodos de Pago:
- El pago debe realizarse por medios electrónico por ejemplo tarjetas de crédito/débito o bien mecanismos de pago online.
- Limite de unidades:
- Cada cliente puede adquirir únicamente 3 unidades como máximo de cada producto.
Medidas en Odoo
***************
- **Preparación de datos**
- Crear el Impuesto para Bienes cubiertos de acuerdo a lo indicado en este punto: Datos maestros.
- Identificar los productos y transacciones a los cuales les aplicará la Exclusión de IVA de
acuerdo a las condiciones establecidas en el decreto 682. En caso de ser un porcentaje
significativo de productos, se recomienda actualizar el impuesto de forma temporal en Odoo.
- Exportar un listado con los productos que serán afectados incluyendo el campo IVA Venta el cual
será sustituido temporalmente por el IVA de Bienes Cubiertos.
- Al finalizar las operaciones del día anterior a las fechas establecidas de día sin IVA, se debe
hacer la actualización temporal a IVA de Bienes Cubiertos.
.. image:: media/columbia-es-producto-iva-bienes-cubiertos.png
:align: center
- **Durante el día SIN IVA**
- Por defecto los productos previamente considerados con IVA de Bienes cubiertos serán generados
con este parámetro tanto en Órdenes de venta como facturas creadas durante ese mismo día.
.. image:: media/columbia-es-factura-iva-bienes-cubiertos.png
:align: center
- Las órdenes de venta generadas con este impuesto deberán ser facturas el mismo día.
- En caso de que alguna de las condiciones no sea cumplida (ejemplo el pago es realizado en
efectivo) el impuesto deberá ser actualizado manualmente al momento de facturar.
- **Posterior al día SIN IVA**
- Los productos que fueron actualizados deberá ser reconfigurados a su IVA original.
- En caso de que se detecte alguna Orden de venta facturar en la cual se incluya IVA de Bienes
Cubiertos, se deberá realizar actualización manual correspondiente al IVA convencional.

View File

@ -0,0 +1,128 @@
=========
Indonesia
=========
.. _localization_indonesia/e-faktur:
E-Faktur Module
===============
The **E-Faktur Module** is installed by default with the Indonesian localization module. It allows
one to generate a CSV file for one tax invoice or for a batch of tax invoices to upload to the
**Tax Office e-Faktur** application.
.. _localization_indonesia/npwp_nik:
NPWP/NIK settings
-----------------
- | **Your Company**
| This information is used in the FAPR line in the effect file format. You need to set a VAT
number on the related partner of your Odoo company. If you don't, it won't be possible to create
an e-Faktur from an invoice.
- | **Your Clients**
| You need to set the checkbox *ID PKP* to generate e-fakturs for a customer. You can use the VAT
field on the customer's contact to set the NPWP needed to generate the e-Faktur file. If your
customer does not have an NPWP, just enter the NIK in the same VAT field.
.. image:: media/indonesia-partner-nik.png
:align: center
.. _localization_indonesia/e-faktur_usage:
Usage
-----
.. _localization_indonesia/tax_invoice_sn:
Generate Tax Invoice Serial Number
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
#. Go to :menuselection:`Accounting --> Customers --> e-Faktur`. In order to be able to export
customer invoices as e-Faktur for the Indonesian government, you need to put here the ranges of
numbers you were assigned by the government. When you validate an invoice, a number will be
assigned based on these ranges. Afterwards, you can filter the invoices still to export in the
invoices list and click on *Action*, then on *Download e-Faktur*.
#. After receiving new serial numbers from the Indonesian Revenue Department, you can create a set
of tax invoice serial numbers group through this list view. You only have to specify the Min and
Max of each serial numbers' group and Odoo will format the number automatically to a 13-digits
number, as requested by the Indonesia Tax Revenue Department.
#. There is a counter to inform you how many unused numbers are left in that group.
.. image:: media/indonesia-sn-count.png
:align: center
.. _localization_indonesia/csv:
Generate e-faktur csv for a single invoice or a batch invoices
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
#. Create an invoice from :menuselection:`Accounting --> Customers --> Invoices`. If the invoice
customer's country is Indonesia and the customer is set as *ID PKP*, Odoo will allow you to
create an e-Faktur.
#. Set a Kode Transaksi for the e-Faktur. There are constraints related to the Kode transaksi and
the type of VAT applied to invoice lines.
.. image:: media/indonesia-kode-transaksi.png
:align: center
#. Odoo will automatically pick the next available serial number from the e-Faktur number table (see
the :ref:`section above <localization_indonesia/tax_invoice_sn>`) and generate the e-faktur
number as a concatenation of Kode Transaksi and serial number. You can see this from the invoice
form view under the page *Extra Info* in the box *Electronic Tax*.
.. image:: media/indonesia-e-faktur-sn.png
:align: center
#. Once the invoice is posted, you can generate and download the e-Faktur from the *Action* menu
item *Download e-faktur*. The checkbox *CSV created* will be set.
.. image:: media/indonesia-csv-created.png
:align: center
#. You can select multiple invoices in list view and generate a batch e-Faktur .csv.
.. _localization_indonesia/kode_transaksi_fp:
Kode Transaksi FP (Transaction Code)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
The following codes are available when generating an e-Faktur.
- 01 Kepada Pihak yang Bukan Pemungut PPN (Customer Biasa)
- 02 Kepada Pemungut Bendaharawan (Dinas Kepemerintahan)
- 03 Kepada Pemungut Selain Bendaharawan (BUMN)
- 04 DPP Nilai Lain (PPN 1%)
- 06 Penyerahan Lainnya (Turis Asing)
- 07 Penyerahan yang PPN-nya Tidak Dipungut (Kawasan Ekonomi Khusus/ Batam)
- 08 Penyerahan yang PPN-nya Dibebaskan (Impor Barang Tertentu)
- 09 Penyerahan Aktiva (Pasal 16D UU PPN)
.. _localization_indonesia/replace_invoice:
Correct an invoice that has been posted and downloaded: Replace Invoice feature
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
#. Cancel the original wrong invoice in Odoo. For instance, we will change the Kode Transakski from 01
to 03 for the INV/2020/0001.
#. Create a new invoice and set the canceled invoice in the *Replace Invoice* field. In this field,
we can only select invoices in *Cancel* state from the same customer.
#. As you validate, Odoo will automatically use the same e-Faktur serial number as the canceled and
replaced invoice replacing the third digit of the original serial number with *1* (as requested
to upload a replacement invoice in the e-Faktur app).
.. image:: media/indonesia-replace-invoice.png
:align: center
.. _localization_indonesia/reset_e-faktur:
Correct an invoice that has been posted but not downloaded yet: Reset e-Faktur
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
#. Reset the invoice to draft and cancel it.
#. Click on the button *Reset e-Faktur* on the invoice form view.
#. The serial number will be unassigned, and we will be able to reset the invoice to draft, edit it
and re-assign a new serial number.
.. image:: media/indonesia-e-faktur-reset.png
:align: center

View File

@ -25,7 +25,7 @@ elettronica sono i seguenti:
di posta elettronica certificata sono fornite dal tuo fornitore o dal
Ministero. Lo stesso server deve essere configurato come server che
gestisce tutta la corrispondenza mail in Odoo, per saperne di più si
puo consultare la relativa :doc:`guida <../../../discuss/email_servers>`.
puo consultare la relativa :doc:`guida <../../../discuss/advanced/email_servers>`.
- Indirizzo PEC dell Azienda, tale indirizzo deve essere lo stesso
registrato presso lAgenzia delle Entrate per lutilizzo dei servizi

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@ -28,12 +28,27 @@ Then you open a pdf with the ISR.
There exists two layouts for ISR: one with, and one without the bank
coordinates. To choose which one to use, there is an option to print the
bank information on the ISR. To activate it, go in
:menuselection:`Accounting --> Configuration --> Settings --> Accounting Reports`
and tick this box :
:menuselection:`Accounting --> Configuration --> Settings --> Customer Invoices`
and enable **Print bank on ISR**:
.. image:: media/switzerland03.png
:align: center
ISR reference on invoices
-------------------------
To ease the reconciliation process, you can add your ISR reference as **Payment Reference** on your
invoices.
To do so, you need to configure the Journal you usually use to issue invoices. Go to
:menuselection:`Accounting --> Configuration --> Journals`, open the Journal you want to modify (By
default, the Journal is named *Customer Invoices*), click en *Edit*, and open the *Advanced
Settings* tab. In the **Communication Standard** field, select *Switzerland*, and click on *Save*.
.. image:: media/switzerland-isr-reference.png
:align: center
:alt: Configure your Journal to display your ISR as payment reference on your invoices in Odoo
Currency Rate Live Update
=========================

View File

@ -7,9 +7,10 @@ Taxes
taxes/create
taxes/default_taxes
taxes/application
taxes/fiscal_positions
taxes/taxcloud
taxes/tax_included
taxes/retention
taxes/B2B_B2C
taxes/cash_basis_taxes
taxes/cash_basis_taxes
taxes/vat_validation

View File

@ -1,87 +0,0 @@
=================================================
Adapt taxes to my customer status or localization
=================================================
Most often sales tax rates depend on your customer status or localization.
To map taxes, Odoo brings the so-called *Fiscal Positions*.
Create tax mapping
==================
A fiscal position is just a set of rules that maps default taxes (as defined
on product form) into other taxes. In the screenshot below, foreign customers
get a 0% tax instead of the default 15%, for both sales and purchases.
.. image:: media/application02.png
:align: center
The main fiscal positions are automatically created according to your
localization. But you may have to create fiscal positions for specific use cases.
To define fiscal positions, go to
:menuselection:`Invoicing/Accounting --> Configuration --> Fiscal Positions`.
.. note::
If you use Odoo Accounting, you can also map the Income/Expense accounts according to the fiscal
position. For example, in some countries, revenues from sales are not posted in
the same account than revenues from sales in foreign countries.
Adapt taxes to your customer status
===================================
If a customer falls into a specific taxation rule, you need to apply a tax-mapping.
To do so, create a fiscal position and assign it to your customers.
.. image:: media/application01.png
:align: center
Odoo will use this specific fiscal position for any order/invoice recorded for the customer.
.. note::
If you set the fiscal position in the sales order or invoice manually, it will only
apply to this document and not to future orders/invoices of the same customer.
Adapt taxes to your customer address (destination-based)
========================================================
Depending on your localization, sales taxes may be origin-based or destination-based.
Most states or countries require you to collect taxes at the rate of the destination
(i.e. your buyers address) while some others require to collect them at the rate effective
at the point of origin (i.e. your office or warehouse).
If you are under the destination-based rule, create one fiscal position per tax-mapping to apply.
* Check the box *Detect Automatically*.
* Select a country group, country, state or city to trigger the tax-mapping.
.. image:: media/application04.png
:align: center
This way if no fiscal position is set on the customer, Odoo will choose the fiscal position matching the
shipping address on creating an order.
.. note::
For eCommerce orders, the tax of the visitor's cart will automatically
update and apply the new tax after the visitor has logged in or filled
in his shipping address.
Specific use cases
==================
If, for some fiscal positions, you want to remove a tax, instead of
replacing by another, just keep the *Tax to Apply* field empty.
.. image:: media/application03.png
:align: center
If, for some fiscal positions, you want to replace a tax by two other
taxes, just create two lines having the same *Tax on Product*.
.. note::
The fiscal positions are not applied on assets and deferred revenues.
.. seealso::
* :doc:`create`
* :doc:`taxcloud`
* :doc:`tax_included`
* :doc:`B2B_B2C`

View File

@ -66,5 +66,5 @@ Advanced configuration
.. seealso::
* :doc:`application`
* :doc:`fiscal_positions`
* :doc:`tax_included`

View File

@ -1,31 +1,40 @@
=================
Set default taxes
=================
=============
Default Taxes
=============
Taxes applied in your country are installed automatically for most localizations.
**Default Taxes** define which :doc:`taxes <create>` are automatically selected when there is no
other indication about which tax to use. For example, Odoo prefills the **Taxes** field with the
Default Taxes when you create a new product or add a new line on an invoice.
Default taxes set in orders and invoices come from each product's Invoicing tab.
Such taxes are used when you sell to companies that are in the same country/state than you.
.. image:: media/application05.png
.. image:: media/default-taxes-invoice-line.png
:align: center
:alt: Odoo fills out the Tax field automatically according to the Default Taxes
To change the default taxes set for any new product created go to
:menuselection:`Invoicing/Accounting --> Configuration --> Settings`.
.. important::
:doc:`Fiscal Positions <fiscal_positions>` take the Default Tax into account. Therefore, if a
Fiscal Position is applied to an invoice, Odoo applies the related tax instead of the Default
Taxes, as mapped in the Fiscal Position.
.. image:: media/create04.png
Configuration
=============
**Default Taxes** are automatically set up according to the country selected at the creation of your
database, or when you set up a :doc:`Fiscal Localization Package
<../../fiscal_localizations/overview/fiscal_localization_packages>` for your company.
To change your **Default Taxes**, go to :menuselection:`Accounting --> Configuration --> Settings
--> Taxes --> Default Taxes`, select the appropriate taxes for your default **Sales Tax** and
**Purchase Tax**, and click on *Save*.
.. image:: media/default-taxes-configuration.png
:align: center
:alt: Define which taxes to use by default on Odoo
.. tip::
If you work in a multi-companies environment, the sales and
purchase taxes may have a different value according to the
company you work for. You can login into two different companies
and change this field for each company.
.. note::
Databases with multiple companies: the Default Taxes values are company-specific.
.. seealso::
* :doc:`create`
* :doc:`application`
* :doc:`taxcloud`
* :doc:`B2B_B2C`
* :doc:`tax_included`
- :doc:`create`
- :doc:`fiscal_positions`
- :doc:`../../fiscal_localizations/overview/fiscal_localization_packages`

View File

@ -0,0 +1,111 @@
==========================================
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.
**Fiscal Positions** allow you to create *sets of rules* to automatically adapt the taxes and the
accounts used for a transaction.
.. image:: media/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 <fiscal_positions/automatic>`
- :ref:`manually applied on a transaction <fiscal_positions/partner>`
- :ref:`assigned to a partner, on its contact form <fiscal_positions/transaction>`
.. note::
A few Fiscal Positions are already preconfigured on your database, as part of your :doc:`Fiscal
Localization Package <../../fiscal_localizations/overview/fiscal_localization_packages>`.
Configuration
=============
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*.
The mapping of taxes and accounts is based on the default taxes and accounts defined in the
products' forms.
- 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**.
.. note::
The mapping only works with *active* taxes. Therefore, make sure they are active by going to
:menuselection:`Accounting --> Configuration --> Taxes`.
.. _fiscal_positions/automatic:
Automatic application
---------------------
You can configure your Fiscal Positions to be applied automatically, following a set of conditions.
To do so, open the Fiscal Position you want to modify and click on **Detect Automatically**. You can
configure a few conditions:
- **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.
.. image:: media/fiscal-positions-automatic.png
:align: center
:alt: Example of settings to apply a Fiscal Position automatically
.. note::
Taxes on **eCommerce orders** are automatically updated once the visitor 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.
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*.
.. _fiscal_positions/application:
Application
===========
.. _fiscal_positions/partner:
Assign a Fiscal Position to a partner
--------------------------------------
You can manually define which Fiscal Position must be used by default for a specific partner.
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:: media/fiscal-positions-partner.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:: media/fiscal-positions-transaction.png
:align: center
:alt: Selection of a Fiscal Position on a Sales Order / Invoice / Bill in Odoo Accounting
.. seealso::
* :doc:`create`
* :doc:`taxcloud`
* :doc:`B2B_B2C`

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@ -47,7 +47,7 @@ How it works
============
Salestax is calculated in Odoo based on fiscal positions
(see :doc:`application`).
(see :doc:`fiscal_positions`).
A Fiscal Position for the United States is created when installing *TaxCloud*.
Everything works out-of-the-box.
@ -90,4 +90,4 @@ price is the equivalent of a 7% tax on half the price), but this might be surpri
point of view.
.. seealso::
- :doc:`application`
- :doc:`fiscal_positions`

View File

@ -0,0 +1,43 @@
===========================
VIES VAT numbers validation
===========================
**VAT Information Exchange System** - abbreviated **VIES** - is a tool provided by the European
Commission that allows you to check the validity of VAT numbers of companies registered in the
European Union.
Odoo provides a feature to **Verify VAT Numbers** when you save a contact. This helps you make sure
that your contacts provided you with a valid VAT number without leaving Odoo interface.
Configuration
=============
To enable this feature, go to :menuselection:`Accounting --> Configuration --> Settings --> Taxes`,
enable the **Verify VAT Numbers** feature, and click on *Save*.
.. image:: media/vat-validation-configuration.png
:align: center
:alt: Enable "Verify VAT Numbers" in Odoo Accounting
VAT Number validation
=====================
Whenever you create or modify a contact, make sure to fill out the **Country** and **VAT** fields.
.. image:: media/vat-validation-contact-form.png
:align: center
:alt: Fill out the contact form with the country and VAT number before clicking on *Save*
When you click on *Save*, Odoo runs a VIES VAT number check, and displays an error message if the
VAT number is invalid.
.. image:: media/vat-validation-error.png
:align: center
:alt: Odoo displays an error message instead of saving when the VAT number is invalid
.. important::
This tool checks the VAT number's validity but does not check the other fields' validity.
.. seealso::
- `European Commission: VIES search engine <https://ec.europa.eu/taxation_customs/vies/vatRequest.html>`__

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@ -6,7 +6,7 @@ Customer Payments
:titlesonly:
customer_payments/recording
customer_payments/credit_cards
customer_payments/online_payment
customer_payments/check
customer_payments/batch_sdd
customer_payments/followup

View File

@ -1,167 +0,0 @@
=========================================
Register credit card payments on invoices
=========================================
There are two ways to handle payments received by credit cards. Odoo
support both approaches so that you can use the one that better fits
your habits.
1. **Undeposited Funds** (mostly used in european countries): once you
receive the credit card payment authorization, you record a
payment by credit card on the invoice (using a Credit card
journal and posted on the Undeposited Fund account). Then, once
the credit card payments arrives in your bank account, move money
from Undeposited Funds to your bank account.
2. **One journal entry only** (mostly used in the U.S.): once your
receive the credit card payment, you record a payment on your
bank, paid by credit card, without going through the Undeposited
Funds. Once you process your bank statement, you do the matching
with your bank feed and the credit card payment, without creating
a dedicated journal entry .
We recommend the first approach as it is more accurate (your bank
account balance is accurate, taking into accounts credit cards that have
not been cashed yet). Both approaches require the same effort.
If you use eCommerce and an automated payment gateway, you will only
need to take care of the bank reconciliation part as paid invoice will
be automatically recorded in the right journal. You will use the second
approach.
Even if the first method is cleaner, Odoo support the second approach
because some accountants are used to it (*QuickBooks* and *Peachtree*
users).
Option 1: Undeposited Funds
===========================
Configuration
-------------
On the Accounting module, go to :menuselection:`Configuration --> Journals --> Create`
Create a Journal called 'Credit card payments' with the following data:
- **Journal Name**: Credit card
- **Default debit account**: Credit cards
- **Default credit account**: Credit cards
The account type should be "Credit Card". Once it's done, don't forget to set the "Credit cards" account as "Allow
Reconciliation".
.. image:: ./media/credit01.png
:align: center
From credit card payments to bank statements
--------------------------------------------
The first way to handle credit cards is to create a credit card journal.
Thus, credit cards become a payment method in itself and you will record
two transactions.
Once you receive a customer credit card payment, go to the related
invoice and click on Register Payment. Fill in the information about the
payment:
- **Payment method**: Credit card
- **Memo**: write the invoice reference
.. image:: ./media/credit02.png
:align: center
This operation will produce the following journal entry:
+----------------------+-------------------+----------+----------+
| Account | Statement Match | Debit | Credit |
+======================+===================+==========+==========+
| Account Receivable | | | 100.00 |
+----------------------+-------------------+----------+----------+
| Credit Cards | | 100.00 | |
+----------------------+-------------------+----------+----------+
The invoice is marked as paid as soon as you record the credit card
payment.
Then, once you get the bank statements, you will match this statement
with the credit card that is in the 'Credit card' account.
+----------------+-------------------+----------+----------+
| Account | Statement Match | Debit | Credit |
+================+===================+==========+==========+
| Credit cards | X | | 100.00 |
+----------------+-------------------+----------+----------+
| Bank | | 100.00 | |
+----------------+-------------------+----------+----------+
If you use this approach to manage credit cards payments, you get the
list of credit cards payments that have not been cashed in the "Credit
card" account (accessible, for example, from the general ledger).
.. note::
Both methods will produce the same data in your accounting at the end of the
process. But, if you have credit cards that have not been cashed, this one
is cleaner because those credit cards have not been reported yet on your bank
account.
Option 2: One journal entry only
================================
Configuration
-------------
There is nothing to configure if you plan to manage your credit cards
using this method.
From credit card payments to bank statements
--------------------------------------------
Once you receive a customer credit card payment, go to the related
invoice and click on Register Payment. Fill in the information about the
payment:
- **Payment method**: the bank that will be used for the deposit
- **Memo**: write the credit card transaction number
.. image:: ./media/credit03.png
:align: center
The invoice is marked as paid as soon as the credit card payment has
been recorded. Once you receive the bank statements, you will do the
matching with the statement and this actual payment (technically: point
this payment and relate it to the statement line).
With this approach, you will get the following journal entry in your
books:
+----------------------+-------------------+----------+----------+
| Account | Statement Match | Debit | Credit |
+======================+===================+==========+==========+
| Account Receivable | X | | 100.00 |
+----------------------+-------------------+----------+----------+
| Bank | | 100.00 | |
+----------------------+-------------------+----------+----------+
.. tip::
You may also record the payment directly without going on the customer
invoice, using the top menu :menuselection:`Sales --> Payments`. This method may be more
convenient if you have a lot of credit cards to record in a batch but you
will have to reconcile entries afterwards (matching payments with invoices).
If you use this approach to manage received credit cards, you can use
the report "Bank Reconciliation Report" to verify which credit cards
have been received or paid by the bank (this report is available from
the "More" option from the Accounting dashboard on the related bank
account).
.. image:: ./media/credit04.png
:align: center
.. seealso::
* :doc:`recording`
* :doc:`../../bank/feeds/paypal`
* :doc:`check`
* :doc:`followup`

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@ -0,0 +1,45 @@
======================
Invoice Online Payment
======================
To make it more convenient for your customers to pay the invoices you issue, you can activate the
**Invoice Online Payment** feature, which adds a *Pay Now* button on their **Customer Portal**. This
allows your customers to see their invoices online and pay directly with their favorite payment
method, making the payment process much easier.
.. image:: media/online-payment-acquirers.png
:align: center
:alt: Payment acquirer choice after having clicked on "Pay Now"
Configuration
=============
Make sure your :ref:`Payment Acquirers are correctly configured <payment_acquirers/configuration>`.
.. note::
By default, ":doc:`Wire Transfer <../../../general/payment_acquirers/wire_transfer>`" is the only
Payment Acquirer activated, but you still have to fill out the payment details.
To activate the Invoice Online Payment, go to :menuselection:`Accounting --> Configuration -->
Settings --> Customer Payments`, enable **Invoice Online Payment**, and click on *Save*.
Customer Portal
===============
After issuing the invoice, click on *Send & Print* and send the invoice by email to the customer.
They will receive an email with a link that redirects them to the invoice on their **Customer
Portal**.
.. image:: media/online-payment-view-invoice.png
:align: center
:alt: Email with a link to view the invoice online on the Customer Portal.
They can choose which Payment Acquirer to use by clicking on *Pay Now*.
.. image:: media/online-payment-pay-now.png
:align: center
:alt: "Pay now" button on an invoice in the Customer Portal.
.. seealso::
- :doc:`../../../general/payment_acquirers/payment_acquirers`

View File

@ -121,7 +121,7 @@ payments.
.. seealso::
- :doc:`credit_cards`
- :doc:`online_payment`
- :doc:`../../bank/feeds/paypal`
- :doc:`check`
- :doc:`followup`

View File

@ -77,4 +77,5 @@ Applications
events
survey
expense/expense
mobile/firebase
studio
mobile/firebase

View File

@ -231,7 +231,7 @@ latex_documents = [
('legal/terms/i18n/partnership_tex_fr', 'odoo_partnership_agreement_fr.tex', 'Odoo Partnership Agreement (FR)', '', 'howto'),
('legal/terms/i18n/terms_of_sale_fr', 'terms_of_sale_fr.tex', u'Conditions Générales de Vente Odoo', '', 'howto'),
#('legal/terms/i18n/enterprise_tex_nl', 'odoo_enterprise_agreement_nl.tex', 'Odoo Enterprise Subscription Agreement (NL)', '', 'howto'),
('legal/terms/i18n/enterprise_tex_nl', 'odoo_enterprise_agreement_nl.tex', 'Odoo Enterprise Subscription Agreement (NL)', '', 'howto'),
#('legal/terms/i18n/partnership_tex_nl', 'odoo_partnership_agreement_nl.tex', 'Odoo Partnership Agreement (NL)', '', 'howto'),
('legal/terms/i18n/enterprise_tex_de', 'odoo_enterprise_agreement_de.tex', 'Odoo Enterprise Subscription Agreement (DE)', '', 'howto'),
@ -322,6 +322,7 @@ LANGUAGES = {
def setup(app):
app.add_stylesheet('accounting.css')
app.add_stylesheet('legal.css')
app.add_javascript('prefixfree.min.js')
app.add_javascript('atom.js')
app.add_javascript('immutable.js')

View File

@ -52,7 +52,7 @@ This is an In-App Purchase feature, each generated lead will cost you one credit
If you choose to get contact information each contact will also cost us one additional credit.
Here is the pricing for this `feature <https://iap.odoo.com/iap/in-app-services/167?>`__,
To buy credits you can either go to :menuselection:`CRM --> Configuration --> Settings --> Buy
Credits`; or go to `Settings --> In-App Purchases --> View my Services`.
Credits`; or go to :menuselection: `Settings --> In-App Purchases --> View my Services`.
.. image:: media/LM6.png
:align: center

View File

@ -9,3 +9,4 @@ Optimize your Day-to-Day work
optimize/onsip
optimize/setup
optimize/partner_autocomplete
optimize/gamification

View File

@ -0,0 +1,86 @@
==========================================
How to motivate and reward my salespeople?
==========================================
Challenging your employees to reach specific targets with goals and rewards is an excellent way to
reinforce good habits and improve your salespeople productivity. The Gamification module gives you
simple and creative ways to motivate and evaluate your employees with real-time recognition and
badges inspired by game mechanics.
Configuration
=============
Install the *Gamification* module, or the *CRM gamification* one, which adds some useful data
(goals and challenges) that can be used on *CRM/Sale*.
.. image:: media/gamification_module_install.png
:align: center
:alt: View of the gamification module being installed in Odoo
Create a challenge
==================
Now, create your first challenge by going to :menuselection:`Settings --> Gamification Tools
--> Challenges`.
.. note::
As the gamification tool is a one-time technical setup, you need to activate the technical
features in order to access the configuration. To do so, go to *Settings* and *Activate the
developer mode*.
.. image:: media/gamification_tools_menu.png
:align: center
:alt: View if the gamification tools menu in Odoo Settings
A challenge is a mission that you send to your sales team. It can include one or several goals, set
for a specific period of time. Configure your challenge as follows:
#. Assign the salespeople to be challenged;
#. Assign a responsible;
#. Set up the periodicity along with the start and the end date;
#. Select your goals;
#. Set up your rewards (badges).
.. note::
Badges are granted when a challenge is finished. This is either at the end of a running period
(eg: end of the month for a monthly challenge), at the end date of a challenge (if no periodicity
is set), or when the challenge is manually closed.
In the example below, 2 employees are being challenged with a *Monthly Sales Target*. The challenge
is based on 2 goals: the total amount invoiced and number of new leads generated. At the end of the
month, the winner will be granted with a badge.
.. image:: media/challenges.png
:align: center
:alt: View of the challenge form and a challenge being created for Odoo Sales
Set up goals
------------
| The users can be evaluated using goals and numerical objectives to reach.
| **Goals** are assigned through *challenges* that evaluate (see image above) and compare members of
a team throughout time.
| You can create a new goal on the fly from a *Challenge* by clicking on *Add new item*, under
*Goals*. Select the business object according to your company's needs. Examples: number of new
leads, time to qualify a lead, total amount invoiced in a specific week, month or any other time
frame based on your management preferences, etc.
.. image:: media/goal_definitions.png
:align: center
:alt: View of the goal definition form and a goal definition being created for Odoo Sales
.. note::
Goals may include your database setup as well (e.g. set your company data and a timezone,
create new users, etc.).
Set up rewards
--------------
For non-numerical achievements, **Badges** can be granted to users. From a simple thank you to an
exceptional achievement, a badge is an easy way to express gratitude to a user for their good work.
To create and grant badges to your employees based on their performance, go to
:menuselection:`Settings --> Gamification Tools --> Badges`.
.. image:: media/badges.png
:align: center
:alt: View of the badges page in Odoo

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@ -5,6 +5,6 @@ Organize the pipeline
.. toctree::
:titlesonly:
../discuss/plan_activities
../discuss/overview/plan_activities
pipeline/lost_opportunities
pipeline/multi_sales_team

View File

@ -8,11 +8,4 @@ Discuss
:titlesonly:
discuss/overview
discuss/tracking
discuss/monitoring
discuss/mentions
discuss/team_communication
discuss/plan_activities
discuss/mail_twitter
discuss/email_servers
discuss/advanced

View File

@ -6,4 +6,5 @@ Advanced
:titlesonly:
:glob:
advanced/emailtemplate
advanced/email_servers
advanced/email_template

View File

@ -1,5 +1,5 @@
============================================================
How to use my mail server to send and receive emails in Odoo
How to Use my Mail Server to Send and Receive Emails in Odoo
============================================================
If you are a user of Odoo Online or Odoo.sh...
@ -105,6 +105,10 @@ you should add a DNS "odoo._domainkey" CNAME record to
For example, for "foo.com" they should have a record "odoo._domainkey.foo.com"
that is a CNAME with the value "odoo._domainkey.odoo.com".
Restriction
-----------
Please note that the port 25 is blocked for security reasons. Try using 587, 465 or 2525.
How to manage inbound messages
==============================

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@ -1,41 +0,0 @@
====================================
How to follow Twitter feed from Odoo
====================================
.. image:: media/twitter_user-image.png
:align: center
You can follow specific hashtags on Twitter and see the tweets within the
Odoo Discuss channels of your choice. The tweets are retrieved periodically from Twitter.
An authenticated user can retweet the messages.
Setting up the App on Twitter's side
====================================
Twitter uses an "App" on its side which is opens a gate to which Odoo asks for
tweets, and through which a user can retweet.
To set up this app, go to http://apps.twitter.com/app/new and put in the values:
- Name: this is the name of the application on Twitter
- Website: this is the external url of your Odoo database, with "/web" added.
For example, if your Odoo instance is hosted at "http://www.example.com", you
should put "http://www.example.com/web" in this field.
- Callback URL: this is the address on which Twitter will respond. Following the
previous example you should write "http://www.example.com/web/twitter/callback".
Do not forget to accept the terms **Developer agreement** of use and click on
**Create your Twitter application** at the bottom of the page.
Getting the API key and secret
==============================
When on the App dashboard, switch to the **Keys and Access Tokens** tab.
.. image:: media/api_key.png
:align: center
And copy those values in Odoo in :menuselection:`Settings--> General Settings--> Twitter discuss integration`
and click on **Save** to save the settings.

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