[IMP] accounting/l10n_ec: add eCommerce section
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closes odoo/documentation#8992
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Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
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@ -321,8 +321,8 @@ The following options have been automatically configured:
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of 103 form if it is a income tax withholding code.
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- :guilabel:`Tax Name`:
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- For IVA tax, format the name as: `IVA [percent] (104, [form code] [tax support code] [tax support
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short name])`
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- For IVA tax, format the name as: `IVA [percent] (104, [form code] [tax support code] [tax
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support short name])`
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- For income tax withholding code, format the name as: `Code ATS [Percent of withhold] [withhold
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name]`
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@ -569,13 +569,94 @@ withholdings percentages apply.
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withholding of 70% in a new line with the same tax support, the system will allow you as long as
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the total of the bases matches the total from the :guilabel:`Vendor Bill`.
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eCommerce
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---------
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The :ref:`ATS Report module <ecuador/ats>` enables the following:
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- Choose the SRI Payment Method in each payment method's configuration.
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- Customers can manually input their identification type and identification number during the
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eCommerce checkout process.
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- Automatically generate a valid electronic invoice for Ecuador at the end of the checkout process.
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Configuration
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~~~~~~~~~~~~~
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Website
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*******
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To generate an invoice after the checkout process, navigate to :menuselection:`Website -->
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Configuration --> Settings` and activate the :guilabel:`Automatic Invoice` option found under the
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:guilabel:`Invoicing` section.
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.. tip::
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The invoice's email template can be modified from the :guilabel:`Invoice Email Template` field
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under the :guilabel:`Automatic Invoice` option.
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.. important::
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The sales journal used for invoicing is the first in the sequence of priority in the
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:guilabel:`Journal` menu.
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Payment providers
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*****************
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To activate the payment providers that should be used to capture eCommerce payments, navigate to
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:menuselection:`Website --> Configuration --> Payment Providers` section and then click on the
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:guilabel:`View other providers` button under the :guilabel:`Activate Payments` heading. From here,
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each payment provider can be configured by selecting a provider record. Refer to the :doc:`payment
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provider <../payment_providers>` documentation for more information.
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Payment methods
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^^^^^^^^^^^^^^^
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To activate one or more payment methods for a payment provider, click :guilabel:`→ Enable Payment
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Methods` within the :guilabel:`Configuration` tab of each provider.
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When configuring the payment method, it is **mandatory** to set the :guilabel:`SRI Payment Method`
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for each method. This field appears after you create and save the payment method for the first
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time.
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.. note::
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Adding the :guilabel:`SRI Payment Method` is necessary to generate correctly the electronic
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invoice from an eCommerce sale. Select a **payment method** to access its configuration menu and
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the field.
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.. seealso::
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:doc:`Payment provider <../payment_providers>`
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.. image:: ecuador/l10n-ec-sri-payment-method.png
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:align: center
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:alt: l10n_ec SRI Payment Method.
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eCommerce workflow
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~~~~~~~~~~~~~~~~~~
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Type and identification number
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******************************
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The client who is making a purchase will have the option to indicate their identification type and
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number during the checkout process. This information is required to correctly generate the
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electronic invoice after the checkout is completed.
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.. image:: ecuador/website-checkout-form.png
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:align: center
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:alt: Website checkout form.
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.. note::
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Verification is done to ensure the *Identification Number* field is completed and has the correct
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number of digits. For RUC identification, 13 digits are required. For Cédula, 9 digits are
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required.
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After finishing the checkout process, a confirmed invoice is generated, ready to be sent manually or
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asynchronously to the SRI.
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Financial Reports
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=================
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In Ecuador, there are fiscal reports that the company presents to SRI. In Odoo, we have two of the
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main financial reports used by companies. These are the reports 103 and 104.
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In Ecuador, there are fiscal reports that the company presents to SRI. Odoo supports two of the main
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financial reports used by companies: **reports 103** and **104**.
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To get these reports go to the :guilabel:`Accounting` app and select :menuselection:`Reporting -->
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To get these reports, go to the **Accounting** app and select :menuselection:`Reporting -->
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Statements Reports --> Tax Report` and then filter by `Tax Report 103` or `Tax Report 104`.
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Report 103
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@ -584,8 +665,8 @@ Report 103
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This report contains information of income tax withholdings in a given period, this can be reported
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monthly or semi-annually.
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You can see the information needed to report, which includes base and tax amounts, which also
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includes the tax code within the parenthesis in order to report it to the SRI.
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You can see the information needed to report, which includes base and tax amounts, but also includes
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the tax code within the parenthesis in order to report it to the SRI.
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.. image:: ecuador/103-form.png
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:align: center
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@ -597,13 +678,15 @@ Report 104
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This report contains information on VAT tax and VAT withholding for a given period, this can be
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monthly or semi-annually.
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You can see the information needed to report, which includes base and tax amounts, which also
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includes the tax code within the parenthesis in order to report it to the SRI.
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You can see the information needed to report, which includes base and tax amounts, but also includes
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the tax code within the parenthesis to report it to the SRI.
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.. image:: ecuador/104-form.png
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:align: center
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:alt: Report 104 form for Ecuador.
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.. _ecuador/ats:
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ATS report
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----------
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@ -611,8 +694,8 @@ ATS report
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downloading the ATS report in XML format.
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.. note::
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The Ecuadorian *ATS Report* module is dependent on the previous installation of the *Accounting*
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app and the *Ecuadorian EDI module*.
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The Ecuadorian *ATS Report* module depends on the previous installation of the *Accounting* app
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and the *Ecuadorian EDI module*.
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Configuration
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~~~~~~~~~~~~~
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