From c7b9e0e159c3d531bee5b6e9b93d5f820413c6e2 Mon Sep 17 00:00:00 2001 From: "Tiffany Chang (tic)" Date: Mon, 2 Dec 2024 14:11:08 +0100 Subject: [PATCH] [I18N] *: export latest terms As per usual, leave off developer.pot and contributing.pot since we don't translate them (not useful, can't really contribute to/dev in Odoo without knowing English) closes odoo/documentation#11495 Signed-off-by: Tiffany Chang (tic) --- locale/sources/administration.pot | 42 +- locale/sources/finance.pot | 1965 +++++++++++++++----------- locale/sources/hr.pot | 373 +++-- locale/sources/inventory_and_mrp.pot | 398 +++--- locale/sources/marketing.pot | 228 ++- locale/sources/productivity.pot | 359 +++-- locale/sources/sales.pot | 30 +- locale/sources/websites.pot | 82 +- 8 files changed, 2104 insertions(+), 1373 deletions(-) diff --git a/locale/sources/administration.pot b/locale/sources/administration.pot index a16911bf5..d5772c5d6 100644 --- a/locale/sources/administration.pot +++ b/locale/sources/administration.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-11-04 11:48+0000\n" +"POT-Creation-Date: 2024-12-02 12:38+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -3175,11 +3175,11 @@ msgid "As the update notification must be able to reach Odoo's subscription vali msgstr "" #: ../../content/administration/on_premise.rst:64 -msgid "Odoo 18.0 and above: `services.odoo.com` on port `443` (or `80`)" +msgid "Odoo 18.0 and above: `services.odoo.com` on port `80`" msgstr "" #: ../../content/administration/on_premise.rst:65 -msgid "Odoo 17.0 and below: `services.openerp.com` on port `443` (or `80`)" +msgid "Odoo 17.0 and below: `services.openerp.com` on port `80`" msgstr "" #: ../../content/administration/on_premise.rst:67 @@ -3203,7 +3203,7 @@ msgid "When the message appears, you have 30 days to act before the database exp msgstr "" #: ../../content/administration/on_premise.rst:82 -#: ../../content/administration/on_premise.rst:108 +#: ../../content/administration/on_premise.rst:102 msgid "To resolve the issue, either:" msgstr "" @@ -3215,19 +3215,15 @@ msgstr "" msgid ":ref:`Deactivate users ` and **reject** the upsell quotation." msgstr "" -#: ../../content/administration/on_premise.rst:89 -msgid "If you are on a monthly subscription plan, the database will automatically update to reflect the added user(s). If you are on a yearly or multi-year plan, an expiration banner will appear in the database. You can create the upsell quotation by clicking the banner to update the subscription or `send a support ticket `_ to resolve the issue." -msgstr "" - -#: ../../content/administration/on_premise.rst:94 +#: ../../content/administration/on_premise.rst:88 msgid "Once your database has the correct number of users, the expiration message disappears automatically after a few days, when the next verification occurs." msgstr "" -#: ../../content/administration/on_premise.rst:98 +#: ../../content/administration/on_premise.rst:92 msgid "Database expired error" msgstr "" -#: ../../content/administration/on_premise.rst:100 +#: ../../content/administration/on_premise.rst:94 msgid "If your database expires before you renew your subscription, the following message should be displayed." msgstr "" @@ -3235,15 +3231,15 @@ msgstr "" msgid "Database expired error message" msgstr "" -#: ../../content/administration/on_premise.rst:106 +#: ../../content/administration/on_premise.rst:100 msgid "This message appears if you fail to act before the end of the 30-day countdown." msgstr "" -#: ../../content/administration/on_premise.rst:110 +#: ../../content/administration/on_premise.rst:104 msgid "Click the :guilabel:`Renew your subscription` link displayed in the message and complete the process. If you pay by wire transfer, your subscription will be renewed when the payment arrives which can take a few days. Credit card payments are processed immediately." msgstr "" -#: ../../content/administration/on_premise.rst:113 +#: ../../content/administration/on_premise.rst:107 msgid "`Send a support ticket `_." msgstr "" @@ -5102,7 +5098,7 @@ msgid "Even though we don't support older versions, you can always `upgrade from msgstr "" #: ../../content/administration/upgrade.rst:5 -msgid "An upgrade involves moving a database from an older version to a newer supported version (e.g., from Odoo 15.0 to Odoo 17.0). Regular upgrades are crucial as each version offers new features, bug fixes, and security patches. Using a :doc:`supported version ` is strongly recommended. Each major version is supported for three years." +msgid "An upgrade involves moving a database from an older version to a newer supported version (e.g., from Odoo 16.0 to Odoo 18.0). Regular upgrades are crucial as each version offers new features, bug fixes, and security patches. Using a :doc:`supported version ` is strongly recommended. Each major version is supported for three years." msgstr "" #: ../../content/administration/upgrade.rst:10 @@ -5110,11 +5106,11 @@ msgid "Depending on the hosting type and Odoo version used, a database upgrade c msgstr "" #: ../../content/administration/upgrade.rst:16 -msgid "If a database is on a **major version** (e.g., 15.0, 16.0, 17.0), an upgrade is mandatory every two years." +msgid "If a database is on a **major version** (e.g., 16.0, 17.0, 18.0), an upgrade is mandatory every two years." msgstr "" #: ../../content/administration/upgrade.rst:18 -msgid "If a database is on a **minor version** (e.g., 17.1, 17.2, 17.4), an upgrade is mandatory a few weeks after the next version is released. Minor versions are usually released every three months." +msgid "If a database is on a **minor version** (e.g., 17.1, 17.2, 17.4), an upgrade is mandatory a few weeks after the next version is released. Minor versions are usually released every two months." msgstr "" #: ../../content/administration/upgrade.rst:24 @@ -5638,21 +5634,17 @@ msgid "the **cleaning** of pre-existing data and configurations while upgrading; msgstr "" #: ../../content/administration/upgrade.rst:433 -msgid "the upgrade of **custom modules created in-house or by third parties**, including Odoo partners;" +msgid "the upgrade of **additional modules not covered by a maintenance contract** that are created in-house or by third parties, including Odoo partners; and" msgstr "" -#: ../../content/administration/upgrade.rst:434 -msgid "lines of **code added to standard modules**, i.e., customizations created outside the Studio app, code entered manually, and :ref:`automated actions using Python code `; and" -msgstr "" - -#: ../../content/administration/upgrade.rst:437 +#: ../../content/administration/upgrade.rst:435 msgid "**training** on using the upgraded version's features and workflows." msgstr "" -#: ../../content/administration/upgrade.rst:440 +#: ../../content/administration/upgrade.rst:438 msgid ":doc:`Odoo.sh documentation `" msgstr "" -#: ../../content/administration/upgrade.rst:441 +#: ../../content/administration/upgrade.rst:439 msgid ":doc:`Supported Odoo versions `" msgstr "" diff --git a/locale/sources/finance.pot b/locale/sources/finance.pot index f1597f04e..582db4e42 100644 --- a/locale/sources/finance.pot +++ b/locale/sources/finance.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-11-04 11:48+0000\n" +"POT-Creation-Date: 2024-12-02 12:38+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -119,6 +119,7 @@ msgid "The **Partner Ledger** report displays the balance of your customers and msgstr "" #: ../../content/applications/finance/accounting.rst:129 +#: ../../content/applications/finance/accounting/customer_invoices.rst:204 #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:90 #: ../../content/applications/finance/accounting/reporting.rst:5 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:90 @@ -142,12 +143,11 @@ msgid "Statement" msgstr "" #: ../../content/applications/finance/accounting.rst:137 -#: ../../content/applications/finance/accounting/customer_invoices.rst:214 +#: ../../content/applications/finance/accounting/customer_invoices.rst:248 msgid "Balance sheet" msgstr "" #: ../../content/applications/finance/accounting.rst:139 -#: ../../content/applications/finance/accounting/customer_invoices.rst:204 msgid "Profit and loss" msgstr "" @@ -453,7 +453,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:8 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:256 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:532 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:28 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:39 #: ../../content/applications/finance/fiscal_localizations/canada.rst:22 #: ../../content/applications/finance/fiscal_localizations/chile.rst:763 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:21 @@ -465,6 +465,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/italy.rst:8 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:8 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:6 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:10 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:40 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:637 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:749 @@ -1389,6 +1390,7 @@ msgid "The search bar within the :guilabel:`Match Existing Entries` tab allows y msgstr "" #: ../../content/applications/finance/accounting/bank/reconciliation.rst:103 +#: ../../content/applications/finance/accounting/payments.rst:104 msgid "Batch payments" msgstr "" @@ -1684,332 +1686,321 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:5 #: ../../content/applications/finance/accounting/payments/batch_sdd.rst:90 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:433 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:444 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:365 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:314 #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:260 msgid "Customer invoices" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:8 -msgid "From Customer Invoice to Payments Collection" +#: ../../content/applications/finance/accounting/customer_invoices.rst:7 +msgid "A customer invoice is a document issued by a company for products and/or services sold to a customer. It records receivables as they are sent to customers. Customer invoices can include amounts due for the goods and/or services provided, applicable sales taxes, shipping and handling fees, and other charges. Odoo supports multiple invoicing and payment workflows." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:10 -msgid "Odoo supports multiple invoicing and payment workflows, so you can choose and use the ones that match your business needs. Whether you want to accept a single payment for a single invoice, or process a payment spanning multiple invoices and taking discounts for early payments, you can do so efficiently and accurately." +#: ../../content/applications/finance/accounting/customer_invoices.rst:14 +msgid ":doc:`/applications/finance/accounting/customer_invoices/overview`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:17 -msgid "From Draft Invoice to Profit and Loss" +#: ../../content/applications/finance/accounting/customer_invoices.rst:16 +msgid "From draft invoice to profit and loss report, the process involves several steps once the goods (or services) have been ordered/shipped (or rendered) to a customer, depending on the invoicing policy:" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:19 -msgid "If we pick up at the end of a typical 'order to cash' scenario, after the goods have been shipped, you will: issue an invoice; receive payment; deposit that payment at the bank; make sure the Customer Invoice is closed; follow up if Customers are late; and finally present your Income on the Profit and Loss report and show the decrease in Assets on the Balance Sheet report." +msgid ":ref:`accounting/invoice/creation`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:26 -msgid "Invoicing in most countries occurs when a contractual obligation is met. If you ship a box to a customer, you have met the terms of the contract and can bill them. If your supplier sends you a shipment, they have met the terms of that contract and can bill you. Therefore, the terms of the contract is fulfilled when the box moves to or from the truck. At this point, Odoo supports the creation of what is called a Draft Invoice by Warehouse staff." +#: ../../content/applications/finance/accounting/customer_invoices.rst:20 +msgid ":ref:`accounting/invoice/confirmation`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:35 +#: ../../content/applications/finance/accounting/customer_invoices.rst:21 +msgid ":ref:`accounting/invoice/sending`" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:22 +msgid ":ref:`accounting/invoice/paymentandreconciliation`" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:23 +msgid ":ref:`accounting/invoice/followup`" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:24 +msgid ":ref:`accounting/invoice/reporting`" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:29 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:284 msgid "Invoice creation" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:37 -msgid "Draft invoices can be manually generated from other documents such as Sales Orders, Purchase Orders,etc. Although you can create a draft invoice directly if you would like." +#: ../../content/applications/finance/accounting/customer_invoices.rst:31 +msgid "Draft invoices can be created directly from documents like sales orders or purchase orders or manually from the :guilabel:`Customer Invoices` journal in the :guilabel:`Accounting Dashboard`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:41 -msgid "An invoice must be provided to the customer with the necessary information in order for them to pay for the goods and services ordered and delivered. It must also include other information needed to pay the invoice in a timely and precise manner." +#: ../../content/applications/finance/accounting/customer_invoices.rst:34 +msgid "An invoice must include the required information to enable the customer to pay promptly for their goods and services. Make sure the following fields are appropriately completed:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:37 +msgid ":guilabel:`Customer`: When a customer is selected, Odoo automatically pulls information from the customer record like the invoice address, :doc:`preferred payment terms `, :doc:`fiscal positions `, receivable account, and more onto the invoice. To change these values for this specific invoice, edit them directly on the invoice. To change them for future invoices, change the values on the contact record." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:43 +msgid ":guilabel:`Invoice Date`: If not set manually, this field is automatically set as the current date upon confirmation." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:45 +msgid ":guilabel:`Due Date` or :doc:`payment terms `: To specify when the customer has to pay the invoice." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:47 -msgid "Draft invoices" +msgid ":guilabel:`Journal`: Is automatically set and can be changed if needed." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:48 +msgid ":doc:`Currency `" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:49 -msgid "The system generates invoice which are initially set to the Draft state. While these invoices remain unvalidated, they have no accounting impact within the system. There is nothing to stop users from creating their own draft invoices." +msgid ":guilabel:`Product`: Click :guilabel:`Add a line` to add a product." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:53 -msgid "Let's create a customer invoice with following information:" +#: ../../content/applications/finance/accounting/customer_invoices.rst:50 +msgid ":guilabel:`Quantity`" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:51 +msgid ":guilabel:`Price`" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:52 +msgid ":doc:`Taxes ` (if applicable)" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:55 -msgid "Customer: Agrolait" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:56 -msgid "Product: iMac" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:57 -msgid "Quantity: 1" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:58 -msgid "Unit Price: 100" +msgid "To display the total amount of the invoice in words, go to :menuselection:`Accounting --> Configuration --> Settings` and activate the :guilabel:`Total amount of invoice in letters` option." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:59 -msgid "Taxes: Tax 15%" +msgid "The :guilabel:`Journal Items` tab displays the accounting entries created. Additional invoice information such as the :guilabel:`Customer Reference`, :doc:`Fiscal Positions `, :doc:`Incoterms `, and more can be added or modified in the :guilabel:`Other Info` tab." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:65 -msgid "The document is composed of three parts:" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:67 -msgid "the top of the invoice, with customer information," -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:68 -msgid "the main body of the invoice, with detailed invoice lines," +msgid "Odoo initially creates invoices in :guilabel:`Draft` status. Draft invoices have no accounting impact until they are :ref:`confirmed `." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:69 -msgid "the bottom of the page, with detail about the taxes, and the totals." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:72 -msgid "Open or Pro-forma invoices" +#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:45 +msgid ":doc:`/applications/sales/sales/invoicing/proforma`" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:74 -msgid "An invoice will usually include the quantity and the price of goods and/or services, the date, any parties involved, the unique invoice number, and any tax information." +msgid "Invoice confirmation" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:78 -msgid "\"Validate\" the invoice when you are ready to approve it. The invoice then moves from the Draft state to the Open state." +#: ../../content/applications/finance/accounting/customer_invoices.rst:76 +msgid "Click :guilabel:`Confirm` when the document is completed. The document's status changes to :guilabel:`Posted`, and a journal entry is generated based on the invoice configuration. On confirmation, Odoo assigns each document a unique number from a defined :ref:`sequence `." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:81 -msgid "When you have validated an invoice, Odoo gives it a unique number from a defined, and modifiable, sequence." +#: ../../content/applications/finance/accounting/customer_invoices.rst:82 +msgid "Once confirmed, an invoice can no longer be updated. Click :guilabel:`Reset to draft` if changes are needed." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:86 -msgid "Accounting entries corresponding to this invoice are automatically generated when you validate the invoice. You can see the details by clicking on the entry in the Journal Entry field in the \"Other Info\" tab." +#: ../../content/applications/finance/accounting/customer_invoices.rst:84 +msgid "If required, invoices and other journal entries can be locked once posted using the :ref:`Lock posted entries with hash ` feature." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:94 -msgid "Send the invoice to customer" +#: ../../content/applications/finance/accounting/customer_invoices.rst:90 +msgid "Invoice sending" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:96 -msgid "After validating the customer invoice, you can directly send it to the customer via the 'Send by email' functionality." +#: ../../content/applications/finance/accounting/customer_invoices.rst:92 +msgid "To send the invoice to the customer, click :guilabel:`Send & Print`. A :guilabel:`Configure your document layout` pop-up window will appear if a :ref:`default invoice layout ` hasn't been customized. Then, select how to send this invoice to the customer in the :guilabel:`Send` window." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:101 -msgid "A typical journal entry generated from a validated invoice will look like as follows:" +#: ../../content/applications/finance/accounting/customer_invoices.rst:97 +msgid "To send and print multiple invoices, go to :menuselection:`Accounting --> Customers --> Invoices` and select them. Then click the :icon:`fa-cog` :guilabel:`Actions` menu and select :guilabel:`Send & Print`. A banner will appear on the selected invoices to indicate they are part of an ongoing send and print batch. This helps prevent the process from being triggered manually again, as it may take some time to complete for exceptionally large batches." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:105 -#: ../../content/applications/finance/accounting/customer_invoices.rst:126 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:39 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:56 -msgid "**Account**" +#: ../../content/applications/finance/accounting/customer_invoices.rst:106 +msgid "Payment and reconciliation" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:105 -#: ../../content/applications/finance/accounting/customer_invoices.rst:126 -msgid "**Partner**" +#: ../../content/applications/finance/accounting/customer_invoices.rst:108 +msgid "In Odoo, an invoice is considered :guilabel:`Paid` when the associated accounting entry has been reconciled with a corresponding bank transaction." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:105 -#: ../../content/applications/finance/accounting/customer_invoices.rst:126 -msgid "**Due date**" +#: ../../content/applications/finance/accounting/customer_invoices.rst:112 +msgid ":doc:`payments`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:105 -#: ../../content/applications/finance/accounting/customer_invoices.rst:126 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:40 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:57 -#: ../../content/applications/finance/accounting/taxes/cash_basis.rst:68 -#: ../../content/applications/finance/accounting/taxes/cash_basis.rst:82 -#: ../../content/applications/finance/accounting/taxes/cash_basis.rst:99 -msgid "**Debit**" +#: ../../content/applications/finance/accounting/customer_invoices.rst:113 +#: ../../content/applications/finance/accounting/payments.rst:19 +msgid ":doc:`bank/reconciliation`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:105 -#: ../../content/applications/finance/accounting/customer_invoices.rst:126 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:41 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:58 -#: ../../content/applications/finance/accounting/taxes/cash_basis.rst:68 -#: ../../content/applications/finance/accounting/taxes/cash_basis.rst:82 -#: ../../content/applications/finance/accounting/taxes/cash_basis.rst:99 -msgid "**Credit**" +#: ../../content/applications/finance/accounting/customer_invoices.rst:118 +msgid "Payment follow-up" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:107 -#: ../../content/applications/finance/accounting/customer_invoices.rst:130 -#: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:170 -#: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:58 -msgid "Accounts Receivable" +#: ../../content/applications/finance/accounting/customer_invoices.rst:120 +msgid "Odoo's :doc:`follow-up actions ` help companies follow up on customer invoices. Different actions can be set up to remind customers to pay their outstanding invoices, depending on how much the customer is overdue. These actions are bundled into follow-up levels that trigger when an invoice is overdue by a certain number of days. If there are multiple overdue invoices for the same customer, the actions are performed on the most overdue invoice." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:107 -#: ../../content/applications/finance/accounting/customer_invoices.rst:109 -#: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/customer_invoices.rst:130 -msgid "Agrolait" +#: ../../content/applications/finance/accounting/customer_invoices.rst:129 +msgid "Sequence" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:107 -msgid "01/07/2015" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:107 -#: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/customer_invoices.rst:130 -msgid "115" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:109 -#: ../../content/applications/finance/accounting/get_started.rst:83 -#: ../../content/applications/finance/accounting/taxes.rst:5 -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:169 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:32 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:243 -#: ../../content/applications/finance/fiscal_localizations/canada.rst:180 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:366 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:376 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:192 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:184 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:121 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:293 -#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:121 -#: ../../content/applications/finance/fiscal_localizations/spain.rst:33 -#: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:116 -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:52 -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:234 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:209 -msgid "Taxes" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:109 -#: ../../content/applications/finance/fiscal_localizations/france.rst:101 -msgid "15" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:111 -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:16 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:142 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:146 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:150 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:154 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:158 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:162 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:130 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:132 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:134 -#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:136 -msgid "Sales" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:111 -#: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:172 -#: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:226 -#: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:228 -#: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:236 -#: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:238 -#: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:252 -#: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:254 -#: ../../content/applications/finance/accounting/taxes.rst:112 -msgid "100" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:115 -msgid "Payment" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:117 -msgid "In Odoo, an invoice is considered to be paid when the associated accounting entry has been reconciled with the payment entries. If there has not been a reconciliation, the invoice will remain in the Open state until you have entered the payment." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:122 -msgid "A typical journal entry generated from a payment will look like as follows:" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:128 -#: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:238 -#: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:254 -#: ../../content/applications/finance/accounting/payments/checks.rst:108 -#: ../../content/applications/finance/accounting/payments/checks.rst:127 -#: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:67 -msgid "Bank" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:134 -msgid "Receive a partial payment through the bank statement" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:136 -msgid "You can manually enter your bank statements in Odoo, or you can import them in from a csv file or from several other predefined formats according to your accounting localisation." +#: ../../content/applications/finance/accounting/customer_invoices.rst:131 +msgid "The sequence that Odoo assigns to each document is a unique number made up of a prefix and a number. The prefix combines the journal code and the entry date and is used to group entries by period. The number is unique for each period and is used to identify the entry. The default sequence on customer invoices is INV/YYYY/number. In some specific cases, :ref:`resequencing ` invoices might be necessary." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:140 -msgid "Create a bank statement from the accounting dashboard with the related journal and enter an amount of $100 ." +msgid "Resequencing" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:142 +msgid "Resequencing is not possible:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:144 +msgid "When entries are before a lock date." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:145 +msgid "When the sequence leads to a duplicate." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:146 -msgid "Reconcile" +msgid "When the :guilabel:`Invoice Date` doesn't match the date contained in the new sequence number, e.g., if the sequence is changed to INV/2023/XXXXX for a document with an :guilabel:`Invoice Date` of 2024." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:148 -msgid "Now let's reconcile!" +#: ../../content/applications/finance/accounting/customer_invoices.rst:150 +msgid "To change the invoice sequence with the structure INV/YYYY/MM/number, add `/MM` with the number of the month of the :guilabel:`Invoice date`. Odoo will recognize the \"/\" term as a month and update the future invoice sequence appropriately with the month of the :guilabel:`Invoice date`. For example, if the invoice date is January, change the sequence to `INV/2024/01/XXXXX`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:152 -msgid "You can now go through every transaction and reconcile them or you can mass reconcile with instructions at the bottom." +#: ../../content/applications/finance/accounting/customer_invoices.rst:155 +msgid "In this case, if the :guilabel:`Invoice date` isn't aligned with the sequence number, a :guilabel:`Validation Error` message appears." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:154 -msgid "After reconciling the items in the sheet, the related invoice will now display \"You have outstanding payments for this customer. You can reconcile them to pay this invoice. \"" +#: ../../content/applications/finance/accounting/customer_invoices.rst:160 +msgid "All sequence changes are logged in the chatter to keep the information." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:162 -msgid "Apply the payment. Below, you can see that the payment has been added to the invoice." +#: ../../content/applications/finance/accounting/customer_invoices.rst:161 +msgid "Sequence changes also affect the format of future invoices' sequences." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:166 +msgid "Resequencing a single invoice" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:168 -msgid "Payment Followup" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:170 -msgid "There's a growing trend of customers paying bills later and later. Therefore, collectors must make every effort to collect money and collect it faster." +msgid "To resequence the last confirmed invoice, click :guilabel:`Reset to Draft`, then change the sequence. The invoice now appears in red on the :guilabel:`Customer Invoices` list." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:174 -msgid "Odoo will help you define your follow-up strategy. To remind customers to pay their outstanding invoices, you can define different actions depending on how severely overdue the customer is. These actions are bundled into follow-up levels that are triggered when the due date of an invoice has passed a certain number of days. If there are other overdue invoices for the same customer, the actions of the most overdue invoice will be executed." +msgid "Mass-resequencing invoices" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:182 -msgid "By going to the customer record and diving into the \"Overdue Payments\" you will see the follow-up message and all overdue invoices." +#: ../../content/applications/finance/accounting/customer_invoices.rst:176 +msgid "It can be helpful to resequence multiple invoice numbers. For example, when importing invoices from another invoicing or accounting system and the reference originates from the previous software, continuity for the current year must be maintained without restarting from the beginning." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:181 +msgid "This feature is only available to users with administrator or advisor access." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:183 +msgid "Follow these steps to resequence invoice numbers:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:185 +msgid "Activate the :ref:`developer mode `." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:186 +msgid "From the :guilabel:`Accounting Dashboard`, open the :guilabel:`Customer Invoices` journal." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:187 +msgid "Select the invoices that need a new sequence." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:188 +msgid "Click the :icon:`fa-cog` :guilabel:`Actions` menu and select :guilabel:`Resequence`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:189 +msgid "In the :guilabel:`Ordering` field, choose to" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:191 +msgid ":guilabel:`Keep current order`: The order of the numbers remains the same." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:192 -msgid "Customer aging report:" +msgid ":guilabel:`Reorder by accounting date`: The number is reordered by accounting date." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:193 +msgid "Set the :guilabel:`First New Sequence`." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:194 -msgid "The customer aging report will be an additional key tool for the collector to understand the customer credit issues, and to prioritize their work." +msgid ":guilabel:`Preview Modifications` and click :guilabel:`Confirm`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:198 -msgid "Use the aging report to determine which customers are overdue and begin your collection efforts." +#: ../../content/applications/finance/accounting/customer_invoices.rst:196 +msgid "The first invoice using the new sequence appears in red in the :guilabel:`Customer Invoices` list." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:206 -msgid "The Profit and Loss statement displays your revenue and expense details. Ultimately, this gives you a clear image of your Net Profit and Loss. It is sometimes referred to as the \"Income Statement\" or \"Statement of Revenues and Expenses.\"" +#: ../../content/applications/finance/accounting/customer_invoices.rst:-1 +msgid "Resequence options window" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:209 +msgid "Partner reports" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:214 +msgid "Partner Ledger" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:216 -msgid "The balance sheet summarizes your company's liabilities, assets and equity at a specific moment in time." +msgid "The :guilabel:`Partner Ledger` report shows the balance of customers and suppliers. To access it, go to :menuselection:`Accounting --> Reporting --> Partner Ledger`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:223 -msgid "For example, if you manage your inventory using the perpetual accounting method, you should expect a decrease in account \"Current Assets\" once the material has been shipped to the customer." +#: ../../content/applications/finance/accounting/customer_invoices.rst:222 +#: ../../content/applications/finance/accounting/reporting.rst:102 +msgid "Aged Receivable" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:224 +msgid "To review outstanding customer invoices and their related due dates, use the :ref:`Aged Receivable ` report. To access it, go to :menuselection:`Accounting --> Reporting --> Aged Receivable`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:231 +#: ../../content/applications/finance/accounting/reporting.rst:110 +msgid "Aged Payable" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:233 +msgid "To review outstanding vendor bills and their related due dates, use the :ref:`Aged Payable ` report. To access it, go to :menuselection:`Accounting --> Reporting --> Aged Payable`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:240 +#: ../../content/applications/finance/accounting/reporting.rst:48 +msgid "Profit and Loss" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:242 +msgid "The :ref:`Profit and Loss ` statement shows details of income and expenses." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices.rst:250 +msgid "The :ref:`Balance Sheet ` summarizes the company's assets, liabilities, and equity at a specific time." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:3 @@ -3401,6 +3392,20 @@ msgstr "" msgid "Depending on your business, you may opt for one of the following way to create draft invoices:" msgstr "" +#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:16 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:142 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:146 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:150 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:154 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:158 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:162 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:130 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:132 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:134 +#: ../../content/applications/finance/fiscal_localizations/switzerland.rst:136 +msgid "Sales" +msgstr "" + #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:19 msgid "Sales Order ‣ Invoice" msgstr "" @@ -3433,10 +3438,6 @@ msgstr "" msgid "This process is good for both services and physical products." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:45 -msgid ":doc:`/applications/sales/sales/invoicing/proforma`" -msgstr "" - #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:48 msgid "Sales Order ‣ Delivery Order ‣ Invoice" msgstr "" @@ -3787,7 +3788,7 @@ msgid "Invoices with specific payment terms generate different *journal entries* msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:116 -msgid "This makes for easier :doc:`follow-ups ` and :doc:`reconciliation ` since Odoo takes each due date into account, rather than just the balance due date. It also helps to get an accurate :ref:`aged receivable report `." +msgid "This makes for easier :doc:`follow-ups ` and :doc:`reconciliation ` since Odoo takes each due date into account, rather than just the balance due date. It also helps to get an accurate :ref:`aged receivable report `." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:-1 @@ -4080,6 +4081,27 @@ msgstr "" msgid ":doc:`Click here ` for more information about Bank Accounts." msgstr "" +#: ../../content/applications/finance/accounting/get_started.rst:83 +#: ../../content/applications/finance/accounting/taxes.rst:5 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:169 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:32 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:254 +#: ../../content/applications/finance/fiscal_localizations/canada.rst:180 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:366 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:376 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:192 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:184 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:121 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:293 +#: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:121 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:33 +#: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:116 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:52 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:234 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:209 +msgid "Taxes" +msgstr "" + #: ../../content/applications/finance/accounting/get_started.rst:85 msgid "This menu allows you to create new taxes, (de)activate, or modify existing taxes. Depending on the :doc:`localization package <../fiscal_localizations>` installed on your database, taxes required for your country are already configured." msgstr "" @@ -4296,213 +4318,213 @@ msgid "**Incoming Qty**: count of products arriving in the new shipment;" msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:70 -msgid "**Purchase Price**: estimated price of products at the reception of products (since vendor bills may arrive later). The amount includes not only the price for the products, but also added costs, such as shipping, taxes, and :ref:`landed costs `. At reception of the vendor bill, this price is adjusted;" +msgid "**Purchase Price**: estimated price of products at the reception of products (since vendor bills may arrive later). The amount includes not only the price for the products, but also added costs, such as shipping, taxes, and :doc:`landed costs <../../../inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs>`. At reception of the vendor bill, this price is adjusted;" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:74 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:75 msgid "**Final Qty**: quantity of on-hand stock after the stock move." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:79 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:80 msgid "When products leave the warehouse, the average cost **does not** change. Read about why the average cost valuation is **not** adjusted :ref:`here `." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:85 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:86 msgid "Compute average cost" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:87 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:88 msgid "To understand how the average cost of a product changes with each shipment, consider the following table of warehouse operations and stock moves. Each is a different example of how the average cost valuation is affected." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:92 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:198 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:239 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:276 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:199 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:240 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 msgid "Operation" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:92 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 msgid "Incoming Value" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:92 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:198 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:239 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:276 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:199 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:240 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 msgid "Inventory Value" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:92 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:198 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:239 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:276 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:199 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:240 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 msgid "Qty On Hand" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:92 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:198 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:239 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:276 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:199 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:240 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 msgid "Avg Cost" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:94 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:94 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:278 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:278 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:282 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:286 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:288 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:292 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:293 #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:406 #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:420 #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:427 msgid "$0" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:94 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:278 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 #: ../../content/applications/finance/fiscal_localizations/france.rst:245 #: ../../content/applications/finance/fiscal_localizations/france.rst:245 msgid "0" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:96 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 msgid "Receive 8 tables at $10/unit" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:96 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 msgid "8 * $10" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:96 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:280 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:282 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 msgid "$80" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:96 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:280 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:282 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 msgid "8" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:96 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:280 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:282 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 msgid "$10" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:98 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:99 msgid "Receive 4 tables at $16/unit" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:98 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:99 msgid "4 * $16" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:98 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:284 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:286 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:99 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 msgid "$144" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:98 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:284 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:286 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:99 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 #: ../../content/applications/finance/fiscal_localizations/france.rst:93 #: ../../content/applications/finance/fiscal_localizations/france.rst:116 msgid "12" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:98 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:100 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:200 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:202 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:202 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:241 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:243 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:243 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:245 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:284 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:286 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:288 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:290 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:292 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:292 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:99 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:101 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:201 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:203 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:203 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:244 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:244 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:246 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:291 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:293 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:293 msgid "$12" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:100 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:101 msgid "Deliver 10 tables" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:100 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:101 msgid "-10 * $12" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:100 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:200 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:241 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:288 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:101 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:201 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 msgid "$24" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:100 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:200 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:241 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:288 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:101 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:201 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 msgid "2" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:106 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:107 msgid "Ensure comprehension of the above computations by reviewing the \"Receive 8 tables at $10/unit\" example." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:109 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:110 msgid "Initially, the product stock is 0, so all values are $0." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:111 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:112 msgid "In the first warehouse operation, `8` tables are received at `$10` each. The average cost is calculated using the :ref:`formula `:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:114 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:115 msgid "Avg~Cost = \\frac{0 + 8 \\times $10}{8} = \\frac{$80}{8} = $10\n" "\n" "" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:118 msgid "Since the *incoming quantity* of tables is `8` and the *purchase price* for each is `$10`," msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:118 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:119 msgid "The inventory value in the numerator is evaluated to `$80`;" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:119 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:120 msgid "`$80` is divided by the total amount of tables to store, `8`;" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:120 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:121 msgid "`$10` is the average cost of a single table from the first shipment." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:122 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:123 msgid "To verify this in Odoo, in the *Purchase* app, order `8` quantities of a new product, `Table`, with no previous stock moves, for `$10` each." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:125 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:126 msgid "In the table's :guilabel:`Product Category` field in the :guilabel:`General Information` tab of the product form, click the :guilabel:`➡️ (arrow)` icon, to open an :guilabel:`External Link` to edit the product category. Set the :guilabel:`Costing Method` to `Average Cost (AVCO)` and :guilabel:`Inventory Valuation` to `Automated`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:130 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:131 msgid "Then, return to the purchase order. Click :guilabel:`Confirm Order`, and click :guilabel:`Receive Products` to confirm receipt." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:133 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:134 msgid "Next, check the inventory valuation record generated by the product reception by navigating to :menuselection:`Inventory --> Reporting --> Inventory Valuation`. Select the drop-down for `Table`, and view the :guilabel:`Total Value` column for the *valuation layer* (:dfn:`inventory valuation at a specific point in time = on-hand quantity * unit price`). The 8 tables in-stock are worth $80." msgstr "" @@ -4510,53 +4532,53 @@ msgstr "" msgid "Show inventory valuation of 8 tables in Odoo." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:145 msgid "When the product category's :guilabel:`Costing Method` is set to :guilabel:`AVCO`, then the average cost of a product is also displayed on the :guilabel:`Cost` field, under the :guilabel:`General Information` tab, on the product page itself." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:149 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:150 msgid "Product delivery (use case)" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:151 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:152 msgid "For outgoing shipments, :ref:`outbound products have no effect on the average cost valuation `. Although the average cost valuation is not recalculated, the inventory value still decreases because the product is removed from stock and delivered to the customer location." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:157 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 msgid "To demonstrate that the average cost valuation is not recalculated, examine the \"Deliver 10 tables\" example." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:160 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:161 msgid "Avg~Cost = \\frac{12 \\times $12 + (-10) \\times $12}{12-10} = \\frac{24}{2} = $12\n" "\n" "" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:163 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:164 msgid "Because 10 tables are being sent out to customers, the *incoming quantity* is `-10`. The previous average cost (`$12`) is used in lieu of a vendor's *purchase price*;" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:165 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:166 msgid "The *incoming inventory value* is `-10 * $12 = -$120`;" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:166 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:167 msgid "The old *inventory value* (`$144`) is added to the *incoming inventory value* (`-$120`), so `$144 + -$120 = $24`;" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:168 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:169 msgid "Only `2` tables remain after shipping out `10` tables from `12`. So the current *inventory value* (`$24`) is divided by the on-hand quantity (`2`);" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:170 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:171 msgid "`$24 / 2 = $12`, which is the same average cost as the previous operation." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:172 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:173 msgid "To verify this in Odoo, sell `10` tables in the *Sales* app, validate the delivery, and then review the inventory valuation record by going to in :menuselection:`Inventory --> Reporting --> Inventory Valuation`. In the topmost valuation layer, delivering `10` tables reduces the product's value by `-$120`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:177 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:178 msgid "**Note**: What is not represented in this stock valuation record is the revenue made from this sale, so this decrease is not a loss to the company." msgstr "" @@ -4564,59 +4586,59 @@ msgstr "" msgid "Show how deliveries decrease inventory valuation." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:187 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:188 msgid "Return items to supplier (use case)" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:189 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:190 msgid "Because the price paid to suppliers can differ from the price the product is valued at with the |AVCO| method, Odoo handles returned items in a specific way." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:192 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:193 msgid "Products are returned to suppliers at the original purchase price, but;" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:193 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:194 msgid "The internal cost valuation remains unchanged." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:195 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:196 msgid "The above :ref:`example table ` is updated as follows:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:198 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:199 msgid "Qty*Avg Cost" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:202 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:203 msgid "Return 1 table bought at $10" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:202 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:203 msgid "-1 * $12" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:202 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:243 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:290 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:292 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:203 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:244 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:291 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:293 #: ../../content/applications/finance/fiscal_localizations/france.rst:247 msgid "1" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:205 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:206 msgid "In other words, returns to vendors are perceived by Odoo as another form of a product exiting the warehouse. To Odoo, because the table is valued at $12 per unit, the inventory value is reduced by `$12` when the product is returned; the initial purchase price of `$10` is unrelated to the table's average cost." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:211 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:212 msgid "To return a single table that was purchased for `$10`, navigate to the receipt in the *Inventory* app for the :ref:`8 tables purchased in Exercise 1 ` by going to the :guilabel:`Inventory Overview`, clicking on :guilabel:`Receipts`, and selecting the desired receipt." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:216 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:217 msgid "Then, click :guilabel:`Return` on the validated delivery order, and modify the quantity to `1` in the reverse transfer window. This creates an outgoing shipment for the table. Select :guilabel:`Validate` to confirm the outgoing shipment." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:220 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:221 msgid "Return to :menuselection:`Inventory --> Reporting --> Inventory Valuation` to see how the outgoing shipment decreases the inventory value by $12." msgstr "" @@ -4624,181 +4646,181 @@ msgstr "" msgid "Inventory valuation for return." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:230 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:231 msgid "Eliminate stock valuation errors in outgoing products" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:232 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:233 msgid "Inconsistencies can occur in a company's inventory when the average cost valuation is recalculated on outgoing shipments." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:235 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:236 msgid "To demonstrate this error, the table below displays a scenario in which 1 table is shipped to a customer and another is returned to a supplier at the purchased price." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:239 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:240 msgid "Qty*Price" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:243 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:244 msgid "Ship 1 product to customer" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:243 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:244 msgid "-1 \\* $12" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:245 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:246 msgid "Return 1 product initially bought at $10" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:245 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:246 msgid "-1 \\* $10" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:245 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:290 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:246 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:291 msgid "**$2**" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:245 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:246 msgid "**0**" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:248 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:249 msgid "In the final operation above, the final inventory valuation for the table is `$2` even though there are `0` tables left in stock." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:251 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:252 msgid "Correct method" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:253 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:254 msgid "Use the average cost to value the return. This does not mean the company gets $12 back for a $10 purchase; the item returned for $10 is valued internally at $12. The inventory value change represents a product worth $12 no longer being accounted for in company assets." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:258 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:259 msgid "Anglo-Saxon accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:260 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:261 msgid "In addition to using |AVCO|, companies that use **Anglo-Saxon accounting** also keep a holding account that tracks the amount to be paid to vendors. Once a vendor delivers an order, **inventory value** increases based on the vendor price of the products that have entered the stock. The holding account (called **stock input**) is credited and only reconciled once the vendor bill is received." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:266 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:267 msgid ":ref:`Anglo-Saxon vs. Continental `" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:268 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:269 msgid "The table below reflects journal entries and accounts. The *stock input* account stores the money intended to pay vendors when the vendor bill has not yet been received. To balance accounts when returning products that have a price difference between the price the product is **valued at** and the price it was bought for, a *price difference* account is created." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:276 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 msgid "Stock Input" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:276 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 msgid "Price Diff" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:280 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 msgid "Receive 8 tables at $10" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:280 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 msgid "($80)" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:282 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 msgid "Receive vendor bill $80" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:284 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 msgid "Receive 4 tables at $16" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:284 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 msgid "($64)" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:286 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 msgid "Receive vendor bill $64" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:288 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 msgid "Deliver 10 tables to customer" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:290 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:291 msgid "Return 1 table initially bought at $10" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:290 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:291 msgid "**$10**" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:290 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:291 msgid "**$12**" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:292 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:293 msgid "Receive vendor refund $10" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:292 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:293 msgid "$2" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:296 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:297 msgid "Product reception" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:299 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:300 msgid "Summary" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:301 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:302 msgid "At product reception, Odoo ensures companies can pay for goods that were purchased by preemptively moving an amount matching the price of received goods into the :doc:`liability account `, **Stock Input**. Then, once the bill has been received, the amount in the holding account is transferred to *Accounts Payable*. Transfers into this account means the bill has been paid. **Stock Input** is reconciled once the vendor bill is received." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:308 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:309 msgid "Inventory valuation is a method of calculating how much each in-stock product is worth internally. Since there is a difference between the price the product is **valuated at** and the price the product was actually **purchased for**, the **Inventory Valuation** account is unrelated to the crediting and debiting operations of the **Stock Input** account." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:313 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:314 msgid "To conceptualize all this, follow the breakdown below." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:316 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:317 msgid "Accounts balanced at received products" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:318 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:319 msgid "In this example, a company starts with zero units of a product, `table`, in stock. Then, 8 tables are received from the vendor:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:321 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:322 msgid "The **Stock Input** account stores `$80` of credit owed to the vendor. The amount in this account is unrelated to the inventory value." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:323 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:324 msgid "`$80` worth of tables came **in** (**debit** the *Inventory Value* account `$80`), and" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:324 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:325 msgid "`$80` must be paid **out** for received goods (**credit** the *Stock Input* account `$80`)." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:327 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:370 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:328 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:371 msgid "In Odoo" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:329 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:330 msgid "Odoo generates an accounting journal entry when shipments that use |AVCO| costing method are received. Configure a :guilabel:`Price Difference Account` by selecting the :guilabel:`➡️ (arrow)` icon next to the :guilabel:`Product Category` field on the product page." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:333 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:334 msgid "Under :guilabel:`Account Properties`, create a new :guilabel:`Price Difference Account` by typing in the name of the account and clicking :guilabel:`Create and Edit`. Then set the account :guilabel:`Type` as `Expenses`, and click :guilabel:`Save`." msgstr "" @@ -4806,7 +4828,7 @@ msgstr "" msgid "Create price difference account." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:341 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:342 msgid "Then, receive the shipment in the *Purchase* app or *Inventory* app, and navigate to the :menuselection:`Accounting app --> Accounting --> Journal Entries`. In the list, find the :guilabel:`Reference` that matches the warehouse reception operation for the relevant product." msgstr "" @@ -4814,7 +4836,7 @@ msgstr "" msgid "Show accounting entry of 8 tables from the list." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:349 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:350 msgid "Click on the line for 8 tables. This accounting journal entry shows that when the 8 tables were received, the `Stock Valuation` account increased by `$80`. Conversely, the **Stock Input** account (set as `Stock Interim (Received)` account by default) is credited `$80`." msgstr "" @@ -4822,31 +4844,31 @@ msgstr "" msgid "Debit stock valuation and credit stock input 80 dollars." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:358 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:359 msgid "Accounts balanced at received vendor bill" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:360 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:361 msgid "In this example, a company starts with zero units of a product, table, in stock. Then, 8 tables are received from the vendor. When the bill is received from vendor for 8 tables:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:363 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:364 msgid "Use `$80` in the **Stock Input** account to pay the bill. This cancels out and the account now holds `$0`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:365 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:366 msgid "Debit **Stock Input** `$80` (to reconcile this account)." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:366 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:367 msgid "Credit **Accounts payable** `$80`. This account stores the amount the company owes others, so accountants use the amount to write checks to vendors." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:372 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:373 msgid "Once the vendor requests payment, navigate to the :menuselection:`Purchase app --> Orders --> Purchase` and select the :abbr:`PO (Purchase Order)` for 8 tables. Inside the :abbr:`PO (Purchase Order)`, select :guilabel:`Create Bill`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:376 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:377 msgid "Switch to the :guilabel:`Journal Items` tab to view how `$80` is transferred from the holding account, `Stock Interim (Received)` to `Accounts Payable`. :guilabel:`Confirm` the bill to record the payment to the vendor." msgstr "" @@ -4854,19 +4876,19 @@ msgstr "" msgid "Show bill linked to the purchase order for 8 tables." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:385 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:386 msgid "On product delivery" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:387 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:388 msgid "In the :ref:`above example table `, when 10 products are delivered to a customer, the **Stock Input** account is untouched because there are no new products coming in. To put it simply:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:391 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:392 msgid "**Inventory valuation** is credited `$120`. Subtracting from inventory valuation represents `$120` worth of products exiting the company." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:393 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:394 msgid "Debit **Accounts Receivable** to record revenue from the sale." msgstr "" @@ -4874,39 +4896,39 @@ msgstr "" msgid "Show journal items linked to sale order." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:401 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:402 msgid "In the accounting journal entry invoicing a customer for 10 tables, the accounts **Product Sales**, **Tax Received**, and **Accounts Receivable** all pertain to the sale of the product. **Accounts Receivable** is the account where the customer payment will be received." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:405 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:406 msgid "Anglo-Saxon accounting recognizes the cost of goods sold (COGS) once the sale is made. So, up until the product is sold, scrapped, or returned, costs of keeping the product in stock are not accounted for. The **Expense** account is debited `$120` to log the costs of storing 10 tables during this period of time." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:411 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:412 msgid "On product return" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:413 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:414 msgid "In the :ref:`above example table `, when returning 1 product to a vendor purchased at `$10`, a company expects `$10` in the **Accounts Payable** account from the vendor. However, **Stock Input** account must be debited `$12` because the average cost is `$12` at the time of the return. The missing `$2` is accounted for in the :guilabel:`Price Difference Account`, which is set up in the product's :guilabel:`Product Category`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:420 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:421 msgid "Behavior of *price difference accounts* varies from localization. In this case, the account is intended to store differences between vendor price and *automated* inventory valuation methods." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:423 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:424 msgid "Summary:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:425 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:426 msgid "Debit **Stock Input** account `$10` to move the table from stock to stock input. This move is to indicate that the table is to be processed for an outgoing shipment." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:427 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:428 msgid "Debit **Stock Input** an additional `$2` to account for the **Price Difference**." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:428 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:429 msgid "Credit **Stock Valuation** `$12` because the item is leaving the stock." msgstr "" @@ -4914,15 +4936,15 @@ msgstr "" msgid "2 dollar difference expensed in Price Difference account." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:434 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:435 msgid "Once the vendor's refund is received," msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:436 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:437 msgid "Credit **Stock Input** account `$10` to reconcile the price of the table." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:437 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:438 msgid "Debit **Accounts Payable** `$10` to have the accountants collect and register the payment in their journal." msgstr "" @@ -4934,7 +4956,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:79 #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:87 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:17 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:209 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:220 #: ../../content/applications/finance/fiscal_localizations/canada.rst:61 #: ../../content/applications/finance/fiscal_localizations/chile.rst:361 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:247 @@ -5442,10 +5464,26 @@ msgstr "" msgid "Customer Statement Example" msgstr "" +#: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:170 +#: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:58 +msgid "Accounts Receivable" +msgstr "" + #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:172 msgid "Invoice 1" msgstr "" +#: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:172 +#: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:226 +#: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:228 +#: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:236 +#: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:238 +#: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:252 +#: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:254 +#: ../../content/applications/finance/accounting/taxes.rst:112 +msgid "100" +msgstr "" + #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:174 msgid "Partial payment 1/2" msgstr "" @@ -5548,6 +5586,14 @@ msgstr "" msgid "Check 0123" msgstr "" +#: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:238 +#: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:254 +#: ../../content/applications/finance/accounting/payments/checks.rst:108 +#: ../../content/applications/finance/accounting/payments/checks.rst:127 +#: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:67 +msgid "Bank" +msgstr "" + #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:243 msgid "A journal entry is created by registering the payment on the invoice. When reconciling the bank statement, the statement line is linked to the existing journal entry." msgstr "" @@ -5646,7 +5692,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:99 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:254 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:222 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:233 #: ../../content/applications/finance/fiscal_localizations/chile.rst:278 #: ../../content/applications/finance/fiscal_localizations/france.rst:199 #: ../../content/applications/finance/fiscal_localizations/india.rst:101 @@ -5793,23 +5839,19 @@ msgid "In Odoo, payments can either be automatically linked to an invoice or bil msgstr "" #: ../../content/applications/finance/accounting/payments.rst:10 -msgid "If a payment is **linked to an invoice or bill**, it reduces/settles the amount due of the invoice. You can have multiple payments related to the same invoice." +msgid "If a payment is **linked to an invoice or bill**, it reduces/settles the amount due on the invoice. Multiple payments on the same invoice are possible." msgstr "" #: ../../content/applications/finance/accounting/payments.rst:13 -msgid "If a payment is **not linked to an invoice or bill**, the customer has an outstanding credit with your company, or your company has an outstanding debit with a vendor. You can use those outstanding amounts to reduce/settle unpaid invoices/bills." +msgid "If a payment is **not linked to an invoice or bill**, the customer has an outstanding credit with the company, or the company has an outstanding debit with a vendor. Those outstanding amounts reduce/settle unpaid invoices/bills." msgstr "" #: ../../content/applications/finance/accounting/payments.rst:18 msgid ":doc:`Internal transfers `" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:19 -msgid ":doc:`bank/reconciliation`" -msgstr "" - #: ../../content/applications/finance/accounting/payments.rst:20 -msgid "`Odoo Tutorials: Bank Configuration `_" +msgid "`Odoo Tutorials: Bank Configuration `_" msgstr "" #: ../../content/applications/finance/accounting/payments.rst:26 @@ -5817,123 +5859,160 @@ msgid "Registering payment from an invoice or bill" msgstr "" #: ../../content/applications/finance/accounting/payments.rst:28 -msgid "When clicking :guilabel:`Register payment` in a customer invoice or vendor bill, it generates a new journal entry and changes the amount due according to the payment amount. The counterpart is reflected in an :ref:`outstanding ` **receipts** or **payments** account. At this point, the customer invoice or vendor bill is marked as :guilabel:`In payment`. Then, when the outstanding account is reconciled with a bank statement line, the invoice or vendor bill changes to the :guilabel:`Paid` status." +msgid "When clicking :guilabel:`Register payment` in a customer invoice or vendor bill, it generates a new journal entry and changes the amount due according to the payment amount. The counterpart is reflected in an :ref:`outstanding ` **receipts** or **payments** account. At this point, the customer invoice or vendor bill is marked as :guilabel:`In payment`. Then, when the outstanding account is reconciled with a bank transaction line, the invoice or vendor bill changes to the :guilabel:`Paid` status." msgstr "" #: ../../content/applications/finance/accounting/payments.rst:35 -msgid "The information icon near the payment line displays more information about the payment. You can access additional information, such as the related journal, by clicking :guilabel:`View`." +msgid "The :icon:`fa-info-circle` information icon next to the payment line displays more information about the payment. To access additional information, such as the related journal, click :guilabel:`View`." msgstr "" #: ../../content/applications/finance/accounting/payments.rst:-1 msgid "See detailed information of a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:42 +#: ../../content/applications/finance/accounting/payments.rst:43 msgid "The customer invoice or vendor bill must be in the :guilabel:`Posted` status to register the payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:44 -msgid "If you unreconcile a payment, it still appears in your books but is no longer linked to the invoice." +#: ../../content/applications/finance/accounting/payments.rst:45 +msgid "If a payment is unreconciled, it still appears in the books but is no longer linked to the invoice." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:46 -msgid "If you (un)reconcile a payment in a different currency, a journal entry is automatically created to post the currency exchange gains/losses (reversal) amount." +#: ../../content/applications/finance/accounting/payments.rst:47 +msgid "If a payment is (un)reconciled in a different currency, a journal entry is automatically created to post the currency exchange gains/losses (reversal) amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:48 -msgid "If you (un)reconcile a payment and an invoice having cash basis taxes, a journal entry is automatically created to post the cash basis tax (reversal) amount." +#: ../../content/applications/finance/accounting/payments.rst:49 +msgid "If a payment is (un)reconciled and an invoice with cash-basis taxes, a journal entry is automatically created to post the cash-basis tax (reversal) amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:52 -msgid "If your main bank account is set as an :ref:`outstanding account `, and the payment is registered in Odoo (not through a related bank statement), invoices and bills are directly registered as :guilabel:`Paid`." +#: ../../content/applications/finance/accounting/payments.rst:53 +msgid "If the main bank account is set as an :ref:`outstanding account `, and the payment is registered in Odoo (not through a related bank transaction), invoices and bills are directly registered as :guilabel:`Paid`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:57 +#: ../../content/applications/finance/accounting/payments.rst:60 msgid "Registering payments not tied to an invoice or bill" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:59 -msgid "When a new payment is registered via :menuselection:`Customers / Vendors --> Payments` menu, it is not directly linked to an invoice or bill. Instead, the account receivable or the account payable is matched with the **outstanding account** until it is manually matched with its related invoice or bill." +#: ../../content/applications/finance/accounting/payments.rst:62 +msgid "When a new payment is registered via :menuselection:`Customers / Vendors --> Payments`, it is not directly linked to an invoice or bill. Instead, the account receivable or the account payable is matched with the **outstanding account** until it is manually matched with its related invoice or bill." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:65 +#: ../../content/applications/finance/accounting/payments.rst:70 msgid "Matching invoices and bills with payments" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:67 -msgid "A blue banner appears when you validate a new invoice/bill and an **outstanding payment** exists for this specific customer or vendor. It can easily be matched from the invoice or bill by clicking :guilabel:`ADD` under :guilabel:`Outstanding Credits` or :guilabel:`Outstanding Debits`." +#: ../../content/applications/finance/accounting/payments.rst:72 +msgid "A blue banner appears when validating a new invoice/bill and an **outstanding payment** exists for this specific customer or vendor. To match it with the invoice or bill, click :guilabel:`ADD` under :guilabel:`Outstanding Credits` or :guilabel:`Outstanding Debits`." msgstr "" #: ../../content/applications/finance/accounting/payments.rst:-1 msgid "Shows the ADD option to reconcile an invoice or a bill with a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:74 -msgid "The invoice or bill is now marked as :guilabel:`In payment` until it is reconciled with its corresponding bank statement." +#: ../../content/applications/finance/accounting/payments.rst:79 +msgid "The invoice or bill is now marked as :guilabel:`In payment` until it is reconciled with its corresponding bank transaction." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:80 -msgid "Batch payment" +#: ../../content/applications/finance/accounting/payments.rst:85 +msgid "Group payments" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:82 -msgid "Batch payments allow you to group different payments to ease :doc:`reconciliation `. They are also useful when you deposit :doc:`checks ` to the bank or for :doc:`SEPA payments `. To do so, go to :menuselection:`Accounting --> Customers --> Batch Payments` or :menuselection:`Accounting --> Vendors --> Batch Payments`. In the list view of payments, you can select and group several payments in a batch by clicking :menuselection:`Action --> Create Batch Payment`." +#: ../../content/applications/finance/accounting/payments.rst:87 +msgid "Group payments allow combining outgoing and incoming payments from the same contact into a single payment to simplify the process and improve payment usability. To register a group payment:" msgstr "" #: ../../content/applications/finance/accounting/payments.rst:90 -msgid ":doc:`payments/batch`" +msgid "Go to :menuselection:`Accounting --> Customers --> Invoices/Credit Notes` or :menuselection:`Accounting --> Vendors --> Bills/Refunds`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:91 -msgid ":doc:`payments/batch_sdd`" +#: ../../content/applications/finance/accounting/payments.rst:92 +msgid "Select the relevant invoices/credit notes or bills/refunds linked to a specific contact." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:93 +msgid "Click the :icon:`fa-cog` (:guilabel:`Action menu`) icon and select :guilabel:`Register Payment`." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:94 +msgid "In the :guilabel:`Register Payment` window, select the :guilabel:`Journal`, the :guilabel:`Payment Method`, and the :guilabel:`Payment Date`." msgstr "" #: ../../content/applications/finance/accounting/payments.rst:96 -msgid "Payments matching" +msgid "Enable the :guilabel:`Group Payments` option and click :guilabel:`Create payment`." msgstr "" #: ../../content/applications/finance/accounting/payments.rst:98 -msgid "The :guilabel:`Payments matching` tool opens all unreconciled customer invoices or vendor bills and allows you to process them individually, matching all payments and invoices in one place. You can reach this tool from the :menuselection:`Accounting Dashboard --> Customer Invoices / Vendor Bills`, click the drop-down menu button (:guilabel:`⋮`), and select :guilabel:`Payments Matching`, or go to :menuselection:`Accounting --> Accounting --> Reconciliation`." +msgid "The invoices or bills are now marked as :guilabel:`In payment` until they are reconciled with the corresponding bank transactions. The credit notes or refunds are marked as :guilabel:`Paid`." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:106 +msgid "Batch payments allow grouping payments from multiple contacts to ease :doc:`reconciliation `. They are also useful when depositing :doc:`checks ` to the bank or for :doc:`SEPA payments `. To do so, go to :menuselection:`Accounting --> Customers --> Batch Payments` or :menuselection:`Accounting --> Vendors --> Batch Payments`. In the list view of payments, to group several payments in a batch, select them and click :menuselection:`Action --> Create Batch Payment`." +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:114 +msgid ":doc:`payments/batch`" +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:115 +msgid ":doc:`payments/batch_sdd`" +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:120 +msgid "Payments matching" +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:122 +msgid "The :guilabel:`Payments matching` tool opens all unreconciled customer invoices or vendor bills and allows them to be processed individually, matching all payments and invoices in one place. Go to the :guilabel:`Accounting Dashboard`, click the :icon:`fa-ellipsis-v` (:guilabel:`dropdown menu`) button from the :guilabel:`Customer Invoices` or :guilabel:`Vendor Bills` journals, and select :guilabel:`Payments Matching`, or go to :menuselection:`Accounting --> Accounting --> Reconciliation`." msgstr "" #: ../../content/applications/finance/accounting/payments.rst:-1 msgid "Payments matching menu in the drop-down menu." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:108 -msgid "During the :doc:`reconciliation `, if the sum of the debits and credits does not match, there is a remaining balance. This either needs to be reconciled at a later date or needs to be written off directly." +#: ../../content/applications/finance/accounting/payments.rst:133 +msgid "During the :doc:`reconciliation `, if the sum of the debits and credits does not match, there is a remaining balance. This either needs to be reconciled at a later date or written off directly." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:113 +#: ../../content/applications/finance/accounting/payments.rst:140 msgid "Batch payments matching" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:115 -msgid "You can use the **batch reconciliation feature** to reconcile several outstanding payments or invoices simultaneously for a specific customer or vendor. Go to your **Accounting Dashboard** and open your **bank journal**. In the **bank reconciliation** view, select a **transaction**, and click the :guilabel:`Batch Payments` tab. From here, you can reconcile your :doc:`batch payments ` with your outstanding payments or invoices." +#: ../../content/applications/finance/accounting/payments.rst:142 +msgid "Use the batch reconciliation feature to reconcile several outstanding payments or invoices simultaneously for a specific customer or vendor. Go to :menuselection:`Accounting --> Reporting --> Aged Receivable / Aged Payable`. All transactions that have not yet been reconciled for that contact are visible, and when a customer or vendor is selected, the :guilabel:`Reconcile` option is displayed." msgstr "" #: ../../content/applications/finance/accounting/payments.rst:-1 msgid "The batch payment reconcile option." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:125 +#: ../../content/applications/finance/accounting/payments.rst:154 msgid "Registering a partial payment" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:127 -msgid "To register a **partial payment**, click :guilabel:`Register payment` from the related invoice or bill, and enter the amount received or paid. Upon entering the amount, a prompt appears to decide whether to :guilabel:`Keep open` the invoice or bill, or :guilabel:`Mark as fully paid`. Select :guilabel:`Keep open` and click :guilabel:`Create payment`. The invoice or bill is now marked as :guilabel:`Partial`. Select :guilabel:`Mark as fully paid` if you wish to settle the invoice or bill with a difference in the amount." +#: ../../content/applications/finance/accounting/payments.rst:156 +msgid "To register a partial payment, click on :guilabel:`Register Payment` from the related invoice or bill. In the case of a partial payment (when the :guilabel:`Amount` paid is less than the total remaining amount on the invoice or the bill), the :guilabel:`Payment Difference` field displays the outstanding balance. There are two options:" +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:161 +msgid ":guilabel:`Keep open`: Keep the invoice or the bill open and mark it with a :guilabel:`Partial` banner;" +msgstr "" + +#: ../../content/applications/finance/accounting/payments.rst:163 +msgid ":guilabel:`Mark as fully paid`: Select an account in the :guilabel:`Post Difference In` field and change the :guilabel:`Label` if needed. A journal entry will be created to balance the accounts payable or receivable with the selected account." msgstr "" #: ../../content/applications/finance/accounting/payments.rst:-1 -msgid "Partial payment of an invoice or bill." +#: ../../content/applications/finance/accounting/vendor_bills.rst:-1 +msgid "register a partial payment" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:138 -msgid "Reconciling payments with bank statements" +#: ../../content/applications/finance/accounting/payments.rst:173 +msgid "Reconciling payments with bank transactions" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:140 -msgid "Once a payment has been registered, the status of the invoice or bill is :guilabel:`In payment`. The next step is :doc:`reconciling ` it with the related bank statement line to have the transaction finalized and the invoice or bill marked as :guilabel:`Paid`." +#: ../../content/applications/finance/accounting/payments.rst:175 +msgid "Once a payment has been registered, the status of the invoice or bill is :guilabel:`In payment`. The next step is :doc:`reconciling ` it with the related bank transaction line to finalize the payment workflow and mark the invoice or bill as :guilabel:`Paid`." msgstr "" #: ../../content/applications/finance/accounting/payments/batch.rst:3 @@ -6527,6 +6606,27 @@ msgstr "" msgid "Bank journal (Bank A)" msgstr "" +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:39 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:56 +msgid "**Account**" +msgstr "" + +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:40 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:57 +#: ../../content/applications/finance/accounting/taxes/cash_basis.rst:68 +#: ../../content/applications/finance/accounting/taxes/cash_basis.rst:82 +#: ../../content/applications/finance/accounting/taxes/cash_basis.rst:99 +msgid "**Debit**" +msgstr "" + +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:41 +#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:58 +#: ../../content/applications/finance/accounting/taxes/cash_basis.rst:68 +#: ../../content/applications/finance/accounting/taxes/cash_basis.rst:82 +#: ../../content/applications/finance/accounting/taxes/cash_basis.rst:99 +msgid "**Credit**" +msgstr "" + #: ../../content/applications/finance/accounting/payments/internal_transfers.rst:42 msgid "Outstanding Payments account" msgstr "" @@ -7040,10 +7140,6 @@ msgstr "" msgid "The :guilabel:`Balance Sheet` shows a snapshot of your organization's assets, liabilities, and equity at a particular date." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:48 -msgid "Profit and Loss" -msgstr "" - #: ../../content/applications/finance/accounting/reporting.rst:50 msgid "The :guilabel:`Profit and Loss` report (or **Income Statement**) shows your company's net income by deducting expenses from revenue for the reporting period." msgstr "" @@ -7132,18 +7228,10 @@ msgstr "" msgid "The :guilabel:`General Ledger` report shows all transactions from all accounts for a selected date range. The initial summary report shows the totals for each account. To expand an account and view its details, click the :icon:`fa-caret-right` (:guilabel:`right arrow`) on the left. This report is useful for reviewing each transaction that occurred during a specific period." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:102 -msgid "Aged Receivable" -msgstr "" - #: ../../content/applications/finance/accounting/reporting.rst:104 msgid "The :guilabel:`Aged Receivable` report shows the sales invoices awaiting payment during a selected month and several months prior." msgstr "" -#: ../../content/applications/finance/accounting/reporting.rst:110 -msgid "Aged Payable" -msgstr "" - #: ../../content/applications/finance/accounting/reporting.rst:112 msgid "The :guilabel:`Aged Payable` report displays information on individual bills, credit notes, and overpayments you owe and how long these have gone unpaid." msgstr "" @@ -8563,7 +8651,7 @@ msgid "Audit all accounts, being sure to fully understand all transactions and t msgstr "" #: ../../content/applications/finance/accounting/reporting/year_end.rst:65 -msgid "Optionally, run :ref:`payments matching ` to validate any open vendor bills and customer invoices with their payments. While this step is optional, it could assist the year-end closing process if all outstanding payments and invoices are reconciled, potentially finding errors or mistakes in the system." +msgid "Optionally, run :ref:`payments matching ` to validate any open vendor bills and customer invoices with their payments. While this step is optional, it could assist the year-end closing process if all outstanding payments and invoices are reconciled, potentially finding errors or mistakes in the system." msgstr "" #: ../../content/applications/finance/accounting/reporting/year_end.rst:70 @@ -8683,7 +8771,7 @@ msgid "The **tax name** is displayed for backend users in the :guilabel:`Taxes` msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:73 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:387 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:398 msgid "Tax computation" msgstr "" @@ -9433,7 +9521,7 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/avatax.rst:163 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:29 #: ../../content/applications/finance/fiscal_localizations/austria.rst:14 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:40 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:51 #: ../../content/applications/finance/fiscal_localizations/canada.rst:36 #: ../../content/applications/finance/fiscal_localizations/chile.rst:30 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:33 @@ -9444,6 +9532,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:16 #: ../../content/applications/finance/fiscal_localizations/italy.rst:17 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:14 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:23 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:71 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:115 #: ../../content/applications/finance/fiscal_localizations/peru.rst:20 @@ -9460,7 +9549,7 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/avatax.rst:164 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:30 #: ../../content/applications/finance/fiscal_localizations/austria.rst:15 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:41 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:52 #: ../../content/applications/finance/fiscal_localizations/canada.rst:37 #: ../../content/applications/finance/fiscal_localizations/chile.rst:31 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:34 @@ -9470,6 +9559,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:17 #: ../../content/applications/finance/fiscal_localizations/italy.rst:18 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:15 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:24 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:72 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:116 #: ../../content/applications/finance/fiscal_localizations/peru.rst:21 @@ -9488,7 +9578,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:16 #: ../../content/applications/finance/fiscal_localizations/australia.rst:100 #: ../../content/applications/finance/fiscal_localizations/austria.rst:16 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:42 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:53 #: ../../content/applications/finance/fiscal_localizations/canada.rst:38 #: ../../content/applications/finance/fiscal_localizations/chile.rst:32 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:35 @@ -9499,6 +9589,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:18 #: ../../content/applications/finance/fiscal_localizations/italy.rst:19 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:16 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:25 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:73 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:117 #: ../../content/applications/finance/fiscal_localizations/peru.rst:22 @@ -10844,7 +10935,7 @@ msgstr "" #: ../../content/applications/finance/accounting/vendor_bills.rst:5 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:592 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:571 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:582 #: ../../content/applications/finance/fiscal_localizations/chile.rst:699 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:768 #: ../../content/applications/finance/fiscal_localizations/italy.rst:119 @@ -10896,7 +10987,7 @@ msgid ":guilabel:`Vendor`: Odoo automatically fills some information based on th msgstr "" #: ../../content/applications/finance/accounting/vendor_bills.rst:39 -msgid ":guilabel:`Bill Reference`: add the sales order reference provided by the vendor and is used to do the :ref:`matching ` when you receive the products." +msgid ":guilabel:`Bill Reference`: add the sales order reference provided by the vendor and is used to do the :ref:`matching ` when you receive the products." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills.rst:41 @@ -10971,10 +11062,6 @@ msgstr "" msgid ":guilabel:`Mark as fully paid`: In this case, select an account in the :guilabel:`Post Difference In` field and change the :guilabel:`Label` if needed. A journal entry will be created to balance the account receivable with the selected account." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:-1 -msgid "register a partial payment" -msgstr "" - #: ../../content/applications/finance/accounting/vendor_bills.rst:90 msgid "The :guilabel:`Memo` field is filled automatically if the :guilabel:`Payment Reference` has been set correctly in the vendor bill. If the field is empty, select the vendor invoice number as a reference." msgstr "" @@ -11438,7 +11525,7 @@ msgid "`Test Odoo's invoice digitization `_" +msgid "`Odoo Tutorials: Vendor Bill Digitization `_" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:20 @@ -12764,130 +12851,134 @@ msgid ":doc:`Luxembourg - Accounting `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:96 -msgid "Maroc - Accounting" +msgid ":doc:`Malaysia - Accounting `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:97 -msgid ":doc:`Mexico - Accounting `" +msgid "Maroc - Accounting" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:98 -msgid "Mongolia - Accounting" +msgid ":doc:`Mexico - Accounting `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:99 -msgid ":doc:`Netherlands - Accounting `" +msgid "Mongolia - Accounting" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:100 -msgid "New Zealand - Accounting" +msgid ":doc:`Netherlands - Accounting `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:101 -msgid "Norway - Accounting" +msgid "New Zealand - Accounting" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:102 -msgid "OHADA - Accounting" +msgid "Norway - Accounting" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:103 -msgid "Pakistan - Accounting" +msgid "OHADA - Accounting" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:104 -msgid "Panama - Accounting" +msgid "Pakistan - Accounting" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:105 -msgid ":doc:`Peru - Accounting `" +msgid "Panama - Accounting" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:106 -msgid ":doc:`Philippines - Accounting `" +msgid ":doc:`Peru - Accounting `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:107 -msgid "Poland - Accounting" +msgid ":doc:`Philippines - Accounting `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:108 -msgid "Portugal - Accounting" +msgid "Poland - Accounting" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:109 -msgid ":doc:`Romania - Accounting `" +msgid "Portugal - Accounting" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:110 -msgid ":doc:`Saudi Arabia - Accounting `" +msgid ":doc:`Romania - Accounting `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:111 -msgid ":doc:`Singapore - Accounting `" +msgid ":doc:`Saudi Arabia - Accounting `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:112 -msgid "Slovak - Accounting" +msgid ":doc:`Singapore - Accounting `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:113 -msgid "Slovenian - Accounting" +msgid "Slovak - Accounting" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:114 -msgid "South Africa - Accounting" +msgid "Slovenian - Accounting" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:115 -msgid ":doc:`Spain - Accounting (PGCE 2008) `" +msgid "South Africa - Accounting" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:116 -msgid "Sweden - Accounting" +msgid ":doc:`Spain - Accounting (PGCE 2008) `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:117 -msgid ":doc:`Switzerland - Accounting `" +msgid "Sweden - Accounting" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:118 -msgid "Taiwan - Accounting" +msgid ":doc:`Switzerland - Accounting `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:119 -msgid ":doc:`Thailand - Accounting `" +msgid "Taiwan - Accounting" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:120 -msgid "Turkey - Accounting" +msgid ":doc:`Thailand - Accounting `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:121 -msgid ":doc:`United Arab Emirates - Accounting `" +msgid "Turkey - Accounting" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:122 -msgid ":doc:`UK - Accounting `" +msgid ":doc:`United Arab Emirates - Accounting `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:123 -msgid "Ukraine - Accounting" +msgid ":doc:`UK - Accounting `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:124 -msgid ":doc:`United States - Accounting `" +msgid "Ukraine - Accounting" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:125 -msgid ":doc:`Uruguay - Accounting `" +msgid ":doc:`United States - Accounting `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:126 -msgid "Venezuela - Accounting" +msgid ":doc:`Uruguay - Accounting `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:127 +msgid "Venezuela - Accounting" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations.rst:128 msgid ":doc:`Vietnam - Accounting `" msgstr "" @@ -12917,11 +13008,12 @@ msgid "`Smart Tutorial - Localización de Argentina ` the following modules to get all the features of the Brazilian localization:" +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:28 +msgid "Links to helpful resources for the Brazilian localization, including onboarding materials and videos:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:43 -msgid ":guilabel:`Brazilian - Accounting`" +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:31 +msgid "`Onboarding checklist for new users `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:33 +msgid "`YouTube playlist - Brazil (Localization) `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:35 +msgid "`YouTube playlist - Tutoriais Odoo em Português `_." msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:44 -msgid "`l10n_br`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:45 -msgid "Default :ref:`fiscal localization package `, which represents having the Generic Brazilian chart of accounts and Taxes, together with document types and identification types." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:48 -msgid ":guilabel:`Brazil - Accounting Reports`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:49 -msgid "`l10n_br_reports`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:50 -msgid "Accounting reports for Brazil." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:51 -msgid ":guilabel:`AvaTax Brazil` & :guilabel:`AvaTax Brazil for Services`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:52 -msgid "`l10n_br_avatax` & `l10n_br_avatax_services`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:53 -msgid "Goods and Services tax computation through Avalara." +msgid ":ref:`Install ` the following modules to get all the features of the Brazilian localization:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:54 -msgid ":guilabel:`Brazilian Accounting EDI` & :guilabel:`Brazilian Accounting EDI for services`" +msgid ":guilabel:`Brazilian - Accounting`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:55 -msgid "`l10n_br_edi` & `l10n_br_edi_services`" +msgid "`l10n_br`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:56 -msgid "Provides electronic invoicing for goods and services for Brazil through AvaTax." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:57 -msgid ":guilabel:`Brazil Pix QR codes`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:58 -msgid "`l10n_br_pix`" +msgid "Default :ref:`fiscal localization package `, which represents having the Generic Brazilian chart of accounts and Taxes, together with document types and identification types." msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:59 -msgid "Implements Pix QR codes for Brazil." +msgid ":guilabel:`Brazil - Accounting Reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:60 +msgid "`l10n_br_reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:61 +msgid "Accounting reports for Brazil." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:62 +msgid ":guilabel:`AvaTax Brazil` & :guilabel:`AvaTax Brazil for Services`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:63 +msgid "`l10n_br_avatax` & `l10n_br_avatax_services`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:64 +msgid "Goods and Services tax computation through Avalara." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:65 +msgid ":guilabel:`Brazilian Accounting EDI` & :guilabel:`Brazilian Accounting EDI for services`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:66 -msgid "To configure your company information, go to the :menuselection:`Contacts` app and search the name given to your company." +msgid "`l10n_br_edi` & `l10n_br_edi_services`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:67 +msgid "Provides electronic invoicing for goods and services for Brazil through AvaTax." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:68 +msgid ":guilabel:`Brazil Pix QR codes`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:69 +msgid "`l10n_br_pix`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:70 +msgid "Implements Pix QR codes for Brazil." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:77 +msgid "To configure your company information, go to the :menuselection:`Contacts` app and search the name given to your company." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:80 msgid "Select the :guilabel:`Company` option at the top of the page. Then, configure the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:72 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:314 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:83 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:325 #: ../../content/applications/finance/fiscal_localizations/chile.rst:232 #: ../../content/applications/finance/fiscal_localizations/chile.rst:1095 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:97 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:290 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:48 msgid ":guilabel:`Name`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:73 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:315 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:84 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:326 msgid ":guilabel:`Address`: add :guilabel:`City`, :guilabel:`State`, :guilabel:`Zip Code`, :guilabel:`Country`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:76 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:87 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:52 msgid "In the :guilabel:`Street` field, enter the street name, number, and any additional address information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:78 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:319 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:89 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:330 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:54 msgid "In the :guilabel:`Street 2` field, enter the neighborhood." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:80 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:321 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:91 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:332 msgid ":guilabel:`Identification Number`: :guilabel:`CNPJ` or :guilabel:`CPF`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:81 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:322 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:92 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:333 msgid ":guilabel:`Tax ID`: associated with the identification type" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:82 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:93 msgid ":guilabel:`IE`: State registration" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:83 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:94 msgid ":guilabel:`IM`: Municipal registration" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:84 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:95 msgid ":guilabel:`SUFRAMA code`: Superintendence of the Manaus Free Trade Zone - add if applicable" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:86 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:327 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:97 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:338 #: ../../content/applications/finance/fiscal_localizations/chile.rst:233 #: ../../content/applications/finance/fiscal_localizations/chile.rst:1096 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:102 @@ -16652,24 +16769,24 @@ msgstr "" msgid "Company configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:91 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:102 msgid "Configure the :guilabel:`Fiscal Information` within the :guilabel:`Sales and Purchase` tab:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:93 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:104 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:115 msgid "Add the :guilabel:`Fiscal Position` for :ref:`AvaTax Brazil `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:94 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:105 msgid ":guilabel:`Tax Regime`: Federal Tax Regime" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:95 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:106 msgid ":guilabel:`ICMS Taxpayer Type`: indicates :guilabel:`ICMS regime`, :guilabel:`Exempt status`, or :guilabel:`Non-Taxpayer`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:97 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:108 msgid ":guilabel:`Main Activity Sector`" msgstr "" @@ -16677,21 +16794,21 @@ msgstr "" msgid "Company fiscal configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:102 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:348 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:113 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:359 msgid "Configure the following extra :guilabel:`Fiscal Information` if you are going to issue NFS-e:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:105 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:351 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:116 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:362 msgid ":guilabel:`COFINS Details`: :guilabel:`Taxable, Not Taxable, Taxable with rate 0%, Exempt, Suspended`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:107 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:118 msgid ":guilabel:`PIS Details` :guilabel:`Taxable, Not Taxable, Taxable with rate 0%, Exempt, Suspended`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:109 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:120 msgid ":guilabel:`CSLL Taxable` If the company is subject to CSLL or not" msgstr "" @@ -16699,63 +16816,63 @@ msgstr "" msgid "Company fiscal configuration for NFSe." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:114 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:125 msgid "Finally, upload a company logo and save the contact." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:117 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:128 msgid "If you are a simplified regime, you need to configure the ICMS rate under :menuselection:`Accounting --> Configuration --> Settings --> Taxes --> AvaTax Brazil`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:123 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:134 msgid "Configure AvaTax integration" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:125 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:136 msgid "Avalara AvaTax is a tax calculation and electronic invoicing provider that can be integrated in Odoo to automatically compute taxes by taking into account the company, contact (customer), product, and transaction information to retrieve the correct tax to be used and process the e-invoice afterward with the government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:130 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:141 msgid "Using this integration requires :doc:`In-App-Purchases (IAPs) <../../essentials/in_app_purchase>` to compute the taxes and to send the electronic invoices. Whenever you compute taxes, send an electronic document (NF-e, NFS-e, etc), or perform any electronic flow (NF-e Cancellation, Correction letter, Invalidate invoice number range), an API call is made using credits from your `IAP credits balance `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:137 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:148 msgid "Odoo is a certified partner of Avalara Brazil." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:138 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:149 msgid "You can `buy IAP credit on odoo.com `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:139 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:150 msgid "On creation, new databases receive 500 free credits." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:142 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:153 msgid "Credential configuration" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:144 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:155 msgid "To activate AvaTax in Odoo, you need to create an account. To do so, go to :menuselection:`Accounting --> Configuration --> Settings --> Taxes`, and in the :guilabel:`AvaTax Brazil` section, add the administration email address to be used for the AvaTax portal in the :guilabel:`AvaTax Portal Email`, and then click on :guilabel:`Create account`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:150 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:161 msgid "When **testing** or **creating a production** :guilabel:`AvaTax Portal Email` integration in a sandbox or production database, use a real email address, as it is needed to log in to the Avalara Portal and set up the certificates, whether you want to test or use it on production." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:154 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:165 msgid "There are two different Avalara Portals, one for testing and one for production:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:156 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:167 msgid "Sandbox: https://portal.sandbox.avalarabrasil.com.br/" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:157 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:168 msgid "Production: https://portal.avalarabrasil.com.br/" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:159 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:170 msgid "When you create the account from Odoo, be sure to select the right environment. Moreover, the email used to open the account cannot be used to open another account. Save your :guilabel:`API ID` and :guilabel:`API Key` when you create the account from Odoo." msgstr "" @@ -16763,27 +16880,27 @@ msgstr "" msgid "Transfer API Credentials." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:166 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:177 msgid "After you create the account from Odoo, you need to go to the Avalara Portal to set up your password:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:169 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:180 msgid "Access the `Avalara portal `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:170 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:181 msgid "Click on :guilabel:`Meu primeiro acesso`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:171 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:182 msgid "Add the email address you used in Odoo to create the Avalara/AvaTax account, and then click :guilabel:`Solicitar Senha`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:173 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:184 msgid "You will receive an email with a token and a link to create your password. Click on this link and copy-paste the token to allocate your desired password." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:177 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:188 msgid "You can start using AvaTax in Odoo for tax computation **only** without creating a password and accessing the Avalara portal in the Odoo database. However, in order to use the electronic invoice service, you **must** access the AvaTax portal and upload your certificate there." msgstr "" @@ -16791,48 +16908,48 @@ msgstr "" msgid "AvaTax account configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:185 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:196 msgid "You can transfer |API| credentials. Use this only when you have already created an account in another Odoo instance and wish to reuse it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:189 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:200 msgid "A1 certificate upload" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:191 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:202 msgid "In order to issue electronic invoices, a certificate needs to be uploaded to the `AvaTax portal `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:194 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:205 msgid "The certificate will be synchronized with Odoo, as long as the external identifier number in the AvaTax portal matches - without special characters - with the CNPJ number, and the identification number (CNPJ) in Odoo matches with the CNPJ in AvaTax." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:199 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:210 msgid "To issue NFS-e, some cities require that you link the certificate within the City Portal system before issuing NFS-e from Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:202 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:213 msgid "If you receive an error message from the city that says :guilabel:`Your certificate is not linked to the user`, that means this process needs to be done in the city portal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:211 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:222 msgid "The :doc:`chart of accounts <../accounting/get_started/chart_of_accounts>` is installed by default as part of the data set included in the localization module. The accounts are mapped automatically in their corresponding taxes, and the default account payable and account receivable fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:216 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:227 msgid "The chart of accounts for Brazil is based on the SPED CoA, which gives a baseline of the accounts needed in Brazil." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:219 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:230 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:269 msgid "You can add or delete accounts according to the company's needs." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:224 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:235 msgid "In Brazil, a *series* number is linked to a sequence number range for electronic invoices. The series number can be configured in Odoo on a sales journal from the :guilabel:`Series` field. If more than one series is needed, then a new sales journal will need to be created and a new series number assigned to it for each series needed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:229 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:240 msgid "The :guilabel:`Use Documents` field needs to be selected. When issuing electronic and non-electronic invoices, the :guilabel:`Type` field selects the document type used when creating the invoice. The :guilabel:`Type` field will only be displayed if the :guilabel:`Use Documents` field is selected on the journal." msgstr "" @@ -16840,57 +16957,57 @@ msgstr "" msgid "Journal configuration with the Use Documents? field checked." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:238 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:249 msgid "When creating the journal, ensure the field :guilabel:`Dedicated Credit Note Sequence` is unchecked, as in Brazil, sequences between invoices, credit notes, and debit notes are shared per series number, which means per journal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:245 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:256 msgid "Taxes are automatically created when installing the Brazilian localization. Taxes are already configured, and some of them are used by Avalara when computing taxes on the sales order or invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:248 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:259 msgid "Taxes can be edited, or more taxes can be added. For example, some taxes used for services need to be manually added and configured, as the rate may differ depending on the city where you are offering the service." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:253 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:264 msgid "If you decide to do service taxes manually, you won't be able to issue an NFS-e. To electronically send an NFS-e, you need to compute taxes using Avalara." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:257 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:268 msgid "Do not delete taxes, as they are used for the AvaTax tax computation. If deleted, Odoo creates them again when used in an |SO| or invoice and computing taxes with AvaTax, but the account used to register the tax needs to be re-configured in the tax's :guilabel:`Definition` tab, under the :guilabel:`Distribution for invoices` and :guilabel:`Distribution for refunds` sections." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:263 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:274 msgid ":doc:`Taxes functional documentation <../accounting/taxes>`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:270 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:281 msgid "To use the AvaTax integration on sale orders and invoices, first specify the following information on the product depending on its intended use:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:274 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:285 msgid "E-Invoice for goods (NF-e)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:276 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:287 msgid ":guilabel:`CEST Code`: Code for products subject to ICMS tax substitution" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:277 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:296 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:288 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:307 msgid ":guilabel:`Mercosul NCM Code`: Mercosur Common Nomenclature Product Code" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:278 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:289 msgid ":guilabel:`Source of Origin`: Indicates the origin of the product, which can be foreign or domestic, among other possible options depending on the specific use case" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:280 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:291 msgid ":guilabel:`SPED Fiscal Product Type`: Fiscal product type according to SPED list table" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:281 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:297 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:292 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:308 msgid ":guilabel:`Purpose of Use`: Specify the intended purpose of use for this product" msgstr "" @@ -16898,28 +17015,29 @@ msgstr "" msgid "Product configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:287 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:298 msgid "Odoo automatically creates three products to be used for transportation costs associated with sales. These are named `Freight`, `Insurance`, and `Other Costs`. They are already configured, if more need to be created, duplicate and use the same configuration (configuration needed: :guilabel:`Product Type` `Service`, :guilabel:`Transportation Cost Type` `Insurance`, `Freight`, or `Other Costs`)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:294 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:305 msgid "E-Invoice for services (NFS-e)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:298 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:309 msgid ":guilabel:`Service Code Origin`: City Service Code where the provider is registered" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:299 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:310 msgid ":guilabel:`Service Codes`: City Service Code where the service will be provided, if no code is added, the Origin City Code will be used" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:301 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:312 msgid ":guilabel:`Labor Assignment`: Defines if your services includes labor" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:306 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:317 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:284 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:161 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:172 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:640 #: ../../content/applications/finance/fiscal_localizations/philippines.rst:42 @@ -16927,31 +17045,31 @@ msgstr "" msgid "Contacts" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:308 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:319 msgid "Before using the integration, specify the following information on the contact:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:310 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:321 msgid "General information about the contact:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:312 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:323 msgid "Select the :guilabel:`Company` option for a contact with a tax ID (CNPJ), or check :guilabel:`Individual` for a contact with a CPF." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:318 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:329 msgid "In the :guilabel:`Street` field, enter the street, number, and any extra address information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:323 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:334 msgid ":guilabel:`IE`: state tax identification number" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:324 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:335 msgid ":guilabel:`IM`: municipal tax identification number" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:325 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:336 msgid ":guilabel:`SUFRAMA code`: SUFRAMA registration number" msgstr "" @@ -16959,27 +17077,27 @@ msgstr "" msgid "Contact configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:333 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:344 msgid "The :guilabel:`CPF`, :guilabel:`IE`, :guilabel:`IM`, and :guilabel:`SUFRAMA code` fields are are hidden until the :guilabel:`Country` is set to `Brazil`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:336 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:347 msgid "Fiscal information about the contact under the :guilabel:`Sales \\& Purchase` tab:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:338 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:349 msgid ":guilabel:`Fiscal Position`: add the AvaTax fiscal position to automatically compute taxes on sale orders and invoices automatically" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:340 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:351 msgid ":guilabel:`Tax Regime`: federal tax regime" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:341 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:352 msgid ":guilabel:`ICMS Taxpayer Type`: taxpayer type determines if the contact is within the :guilabel:`ICMS regime`, :guilabel:`Exempt status`, or :guilabel:`Non-taxpayer`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:343 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:354 msgid ":guilabel:`Main Activity Sector`: list of main activity sectors of the contact" msgstr "" @@ -16987,15 +17105,15 @@ msgstr "" msgid "Contact fiscal configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:350 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:361 msgid "Add the :guilabel:`Fiscal Position` for :ref:`AvaTax Brazil `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:353 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:364 msgid ":guilabel:`PIS Details`: :guilabel:`Taxable, Not Taxable, Taxable with rate 0%, Exempt, Suspended`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:355 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:366 msgid ":guilabel:`CSLL Taxable`: If the company is subject to CSLL or not" msgstr "" @@ -17003,16 +17121,16 @@ msgstr "" msgid "Contact fiscal configuration for NFSe." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:363 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:374 #: ../../content/applications/finance/fiscal_localizations/canada.rst:132 msgid "Fiscal positions" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:365 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:376 msgid "To compute taxes and send electronic invoices on sale orders and invoices, both the :guilabel:`Detect Automatically` and the :guilabel:`Use AvaTax API` options need to be enabled in the :guilabel:`Fiscal Position`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:369 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:380 msgid "The :guilabel:`Fiscal Position` can be configured on the :ref:`contact ` or selected when creating a sales order or an invoice." msgstr "" @@ -17020,136 +17138,136 @@ msgstr "" msgid "Fiscal position configuration" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:376 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:387 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:357 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:304 #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:252 msgid "Workflows" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:378 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:389 msgid "This section provides an overview of the actions that trigger `API calls `_ for tax computation, along with instructions on how to send electronic invoices for goods (NF-e) and services (NFS-e) for government validation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:383 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:394 msgid "Please note that each |API| call incurs a cost. Be mindful of the actions that trigger these calls to manage costs effectively." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:390 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:401 msgid "Tax calculations on quotations and sales orders" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:392 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:403 msgid "Trigger an |API| call to calculate taxes on a quotation or sales order automatically with AvaTax in any of the following ways:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:395 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:406 msgid "**Quotation confirmation**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:396 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:407 msgid "Confirm a quotation into a sales order." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:397 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:413 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:408 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:424 msgid "**Manual trigger**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:398 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:414 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:409 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:425 msgid "Click on :guilabel:`Compute Taxes Using AvaTax`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:399 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:415 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:410 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:426 msgid "**Preview**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:400 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:416 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:411 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:427 msgid "Click on the :guilabel:`Preview` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:401 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:412 msgid "**Email a quotation / sales order**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:402 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:413 msgid "Send a quotation or sales order to a customer via email." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:405 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:416 msgid "**Online quotation access**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:404 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:415 msgid "When a customer accesses the quotation online (via the portal view), the |API| call is triggered." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:408 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:419 msgid "Tax calculations on invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:410 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:421 msgid "Trigger an |API| call to calculate taxes on a customer invoice automatically with AvaTax in any of the following ways:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:418 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:429 msgid "**Online invoice access**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:418 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:429 msgid "When a customer accesses the invoice online (via the portal view), the |API| call is triggered." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:421 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:432 msgid "The :guilabel:`Fiscal Position` must be set to `Automatic Tax Mapping (Avalara Brazil)` for any of these actions to compute taxes automatically." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:425 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:436 msgid ":doc:`Fiscal positions (tax and account mapping) <../accounting/taxes/fiscal_positions>`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:430 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:441 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:111 msgid "Electronic documents" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:435 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:446 msgid "To process an electronic invoice for goods (NF-e) or services (NFS-e), the invoice needs to be confirmed and taxes need to be computed by Avalara. Once that step is done, click on the :guilabel:`Send & Print` button in the upper left corner. In the pop-up that appears, click on :guilabel:`Process e-invoice` and any of the other options - :guilabel:`Download` or :guilabel:`Email`. Finally, click on :guilabel:`Send & Print` to process the invoice with the government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:442 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:453 msgid "Before sending the electronic invoice for goods (NF-e) or services (NFS-e), some fields need to be filled out on the invoice:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:445 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:456 msgid ":guilabel:`Customer`, with all the customer information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:446 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:579 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:457 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:590 msgid ":guilabel:`Payment Method: Brazil`: how the invoice is planned to be paid" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:447 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:458 msgid ":guilabel:`Fiscal Position` set as the :guilabel:`Automatic Tax Mapping (Avalara Brazil)`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:448 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:459 msgid ":guilabel:`Document Type` set as :guilabel:`(55) Electronic Invoice (NF-e)` or :guilabel:`(SE) Electronic Service Invoice (NFS-e)`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:451 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:462 msgid "There are some other optional fields that depend on the nature of the transaction. These fields are not required, so no errors will appear from the government if these optional fields are not populated for most cases:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:455 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:466 msgid ":guilabel:`Freight Model` determines how the goods are planned to be transported - domestic" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:456 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:467 msgid ":guilabel:`Transporter Brazil` determines who is doing the transportation" msgstr "" @@ -17161,11 +17279,11 @@ msgstr "" msgid "Process electronic invoice pop-up in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:465 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:476 msgid "All of the fields available on the invoice used to issue an electronic invoice are also available on the sales order, if needed. When creating the first invoice, the field :guilabel:`Document Number` is displayed, allocated as the first number to be used sequentially for subsequent invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:471 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:482 #: ../../content/applications/finance/fiscal_localizations/chile.rst:594 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:370 @@ -17173,56 +17291,57 @@ msgstr "" msgid "Credit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:473 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:484 msgid "If a sales return needs to be registered, then a credit note can be created in Odoo to be sent to the government for validation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:477 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:488 msgid "Credit notes are only available for electronic invoices for goods (NF-e)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:480 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:491 msgid ":ref:`Issue a credit note `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:483 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:494 #: ../../content/applications/finance/fiscal_localizations/peru.rst:607 msgid "Debit Notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:485 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:496 msgid "If additional information needs to be included, or values need to be corrected that were not accurately provided in the original invoice, a debit note can be issued." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:489 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:500 msgid "Debit notes are only available for electronic invoices for goods (NF-e)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:491 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:502 msgid "Only the products included in the original invoice can be part of the debit note. While changes can be made to the product's unit price or quantity, products **cannot** be added to the debit note. The purpose of this document is only to declare the amount that you want to add to the original invoice for the same or fewer products." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:497 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:508 msgid ":ref:`Issue a debit note `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:500 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:511 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:212 msgid "Invoice cancellation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:502 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:513 msgid "It is possible to cancel an electronic invoice that was validated by the government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:505 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:516 msgid "Check whether the electronic invoice is still within the cancellation deadline, which may vary according to the legislation of each state." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:509 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:520 msgid "E-invoices for goods (NF-e)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:511 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:522 msgid "Cancel an e-invoice for goods (NF-e) in Odoo by clicking :guilabel:`Request Cancel` and adding a cancellation :guilabel:`Reason` on the pop-up that appears. If you want to send this cancellation reason to the customer via email, activate the :guilabel:`E-mail` checkbox." msgstr "" @@ -17230,27 +17349,27 @@ msgstr "" msgid "Invoice cancellation reason in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:519 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:530 msgid "This is an electronic cancellation, which means that Odoo will send a request to the government to cancel the NF-e, and it will then consume one |IAP| credit, as an |API| call occurs." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:523 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:534 msgid "E-invoices for services (NFS-e)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:525 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:536 msgid "Cancel an e-invoice for services (NFS-e) in Odoo by clicking :guilabel:`Request Cancel`. In this case, there is no electronic cancellation process, as not every city has this service available. The user needs to manually cancel this NFS-e on the city portal. Once that step is completed, they can request the cancellation in Odoo, which will cancel the invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:531 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:542 msgid "Correction letter" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:533 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:544 msgid "A correction letter can be created and linked to an electronic invoice for goods (NF-e) that was validated by the government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:536 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:547 msgid "This can be done in Odoo by clicking :guilabel:`Correction Letter` and adding a correction :guilabel:`Reason` on the pop-up that appears. To send this correction reason to a customer via email, activate the :guilabel:`E-mail` checkbox." msgstr "" @@ -17258,15 +17377,15 @@ msgstr "" msgid "Correction letter reason in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:544 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:555 msgid "Correction letters are only available for electronic invoices for goods (NF-e)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:547 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:558 msgid "Invalidate invoice number range" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:549 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:560 msgid "A range of sequences that are assigned to sales journals can be invalidated with the government if they are not currently used, **and** will not be used in the future. To do so, navigate to the journal, and click the :menuselection:`⚙️ (gear) icon --> Invalidate Number Range (BR)`. On the :guilabel:`Invalidate Number Range (BR)` wizard, add the :guilabel:`Initial Number` and :guilabel:`End Number` of the range that should be canceled, and enter an invalidation :guilabel:`Reason`." msgstr "" @@ -17278,35 +17397,35 @@ msgstr "" msgid "Number range invalidation wizard in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:563 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:574 msgid "Invalidate invoice number range documents are only available for electronic invoices for goods (NF-e)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:567 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:578 msgid "The log of the canceled numbers along with the XML file are recorded in the chatter of the journal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:573 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:584 msgid "On the vendor bills side, when receiving an invoice from a supplier, you can encode the bill in Odoo by adding all the commercial information together with the same Brazilian specific information that is recorded on the :ref:`customer invoices `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:577 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:588 msgid "These Brazilian specific fields are:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:580 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:591 msgid ":guilabel:`Document Type`: used by your vendor" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:581 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:592 msgid ":guilabel:`Document Number`: the invoice number from your supplier" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:582 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:593 msgid ":guilabel:`Freight Model`: **NF-e specific** how goods are planned to be transported - domestic" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:583 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:594 msgid ":guilabel:`Transporter Brazil`: **NF-e specific** who is doing the transportation." msgstr "" @@ -17990,6 +18109,7 @@ msgid ":guilabel:`Address`:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:78 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:166 #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:199 msgid ":guilabel:`State`" msgstr "" @@ -18549,7 +18669,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:508 #: ../../content/applications/finance/fiscal_localizations/india.rst:133 -#: ../../content/applications/finance/fiscal_localizations/india.rst:271 +#: ../../content/applications/finance/fiscal_localizations/india.rst:270 msgid "Invoice PDF report" msgstr "" @@ -19860,7 +19980,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:306 #: ../../content/applications/finance/fiscal_localizations/india.rst:116 -#: ../../content/applications/finance/fiscal_localizations/india.rst:257 +#: ../../content/applications/finance/fiscal_localizations/india.rst:256 #: ../../content/applications/finance/fiscal_localizations/peru.rst:424 msgid "Invoice validation" msgstr "" @@ -21776,6 +21896,10 @@ msgstr "" msgid "`move_line.fec_matching_number`" msgstr "" +#: ../../content/applications/finance/fiscal_localizations/france.rst:101 +msgid "15" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/france.rst:101 msgid "DateLet" msgstr "" @@ -23884,6 +24008,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:89 #: ../../content/applications/finance/fiscal_localizations/india.rst:228 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:130 msgid "Configuration in Odoo" msgstr "" @@ -23901,6 +24026,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:111 #: ../../content/applications/finance/fiscal_localizations/india.rst:240 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:184 msgid "Workflow" msgstr "" @@ -23913,7 +24039,7 @@ msgid "Indian e-invoicing confirmation message" msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:126 -#: ../../content/applications/finance/fiscal_localizations/india.rst:266 +#: ../../content/applications/finance/fiscal_localizations/india.rst:265 msgid "You can find the JSON-signed file in the attached files in the chatter." msgstr "" @@ -24042,26 +24168,26 @@ msgid "Send an E-Way bill" msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:247 -msgid "You can manually send an E-Way bill by clicking :guilabel:`Send E-Way bill`. To send the E-Way bill automatically when an invoice or a bill is confirmed, enable :guilabel:`E-Way bill (IN)` in your :ref:`Sales or Purchase journal `." +msgid "To send an E-Way bill, confirm the customer invoice/vendor bill and click :guilabel:`Send E-Way bill`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:-1 msgid "Send E-waybill button on invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:259 -msgid "Once an invoice has been issued and sent via :guilabel:`Send E-Way bill`, a confirmation message is displayed." +#: ../../content/applications/finance/fiscal_localizations/india.rst:258 +msgid "Once an invoice/bill has been issued and sent via :guilabel:`Send E-Way bill`, a confirmation message is displayed." msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:-1 msgid "Indian e-Way bill confirmation message" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:267 -msgid "Odoo automatically uploads the JSON-signed file to the government portal after some time. Click :guilabel:`Process now` if you want to process the invoice immediately." +#: ../../content/applications/finance/fiscal_localizations/india.rst:266 +msgid "Odoo automatically uploads the JSON-signed file to the government portal after some time. Click :guilabel:`Process now` if you want to process the invoice/bill immediately." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:273 +#: ../../content/applications/finance/fiscal_localizations/india.rst:272 msgid "You can print the invoice PDF report once you have submitted the E-Way bill. The report includes the **E-Way bill number** and the **E-Way bill validity date**." msgstr "" @@ -24069,15 +24195,15 @@ msgstr "" msgid "E-way bill acknowledgment number and date" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:282 +#: ../../content/applications/finance/fiscal_localizations/india.rst:281 msgid "E-Way bill cancellation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:284 -msgid "If you want to cancel an E-Way bill, go to the :guilabel:`E-Way bill` tab of the related invoice and fill out the :guilabel:`Cancel reason` and :guilabel:`Cancel remarks` fields. Then, click :guilabel:`Request EDI Cancellation`." +#: ../../content/applications/finance/fiscal_localizations/india.rst:283 +msgid "If you want to cancel an E-Way bill, go to the :guilabel:`E-Way bill` tab of the related invoice/bill and fill out the :guilabel:`Cancel reason` and :guilabel:`Cancel remarks` fields. Then, click :guilabel:`Request EDI Cancellation`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:289 +#: ../../content/applications/finance/fiscal_localizations/india.rst:288 msgid "Doing so cancels both the :ref:`e-Invoice ` (if applicable) and the :ref:`E-Way bill `." msgstr "" @@ -24085,27 +24211,27 @@ msgstr "" msgid "Cancel reason and remarks" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:296 +#: ../../content/applications/finance/fiscal_localizations/india.rst:295 msgid "If you want to abort the cancellation before processing the invoice, click :guilabel:`Call Off EDI Cancellation`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:298 +#: ../../content/applications/finance/fiscal_localizations/india.rst:297 msgid "Once you request to cancel the E-Way bill, Odoo automatically submits the JSON-signed file to the government portal. You can click :guilabel:`Process Now` if you want to process the invoice immediately." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:305 +#: ../../content/applications/finance/fiscal_localizations/india.rst:304 msgid "Indian GST Return filing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:310 +#: ../../content/applications/finance/fiscal_localizations/india.rst:309 msgid "Enable API access" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:312 +#: ../../content/applications/finance/fiscal_localizations/india.rst:311 msgid "To file GST Returns in Odoo, you must first enable API access on the GST portal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:314 +#: ../../content/applications/finance/fiscal_localizations/india.rst:313 msgid "Log into the `GST portal `_ by entering your :guilabel:`Username` and :guilabel:`Password`, and go to :guilabel:`My Profile` on your **profile menu**;" msgstr "" @@ -24113,7 +24239,7 @@ msgstr "" msgid "Click On the My Profile from profile" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:321 +#: ../../content/applications/finance/fiscal_localizations/india.rst:320 msgid "Select :guilabel:`Manage API Access`, and click :guilabel:`Yes` to enable API access;" msgstr "" @@ -24121,19 +24247,19 @@ msgstr "" msgid "Click Yes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:326 +#: ../../content/applications/finance/fiscal_localizations/india.rst:325 msgid "Doing so enables a :guilabel:`Duration` drop-down menu. Select the :guilabel:`Duration` of your preference, and click :guilabel:`Confirm`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:332 +#: ../../content/applications/finance/fiscal_localizations/india.rst:331 msgid "Indian GST Service In Odoo" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:334 +#: ../../content/applications/finance/fiscal_localizations/india.rst:333 msgid "Once you have enabled the :ref:`API access ` on the GST portal, you can set up the :guilabel:`Indian GST Service` in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:337 +#: ../../content/applications/finance/fiscal_localizations/india.rst:336 msgid "Go to :menuselection:`Accounting --> Configuration --> Settings --> Indian GST Service` and enter the :guilabel:`GST Username`. Click :guilabel:`Send OTP`, enter the code, and finally, :guilabel:`Validate`." msgstr "" @@ -24141,27 +24267,27 @@ msgstr "" msgid "Please enter your GST portal Username as Username" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:347 +#: ../../content/applications/finance/fiscal_localizations/india.rst:346 msgid "File-in GST Return" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:349 +#: ../../content/applications/finance/fiscal_localizations/india.rst:348 msgid "When the :guilabel:`Indian GST Service` is configured, you can file your GST return. Go to :menuselection:`Accounting --> Reporting --> India --> GST Return periods` and create a new **GST Return Period** if it does not exist. GST Return file-in is done in **three steps** in Odoo:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:354 +#: ../../content/applications/finance/fiscal_localizations/india.rst:353 msgid "**Tax Return Periodicity** can be :doc:`configured <../accounting/reporting/tax_returns>` according to the user's needs." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:361 +#: ../../content/applications/finance/fiscal_localizations/india.rst:360 msgid "Send GSTR-1" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:363 +#: ../../content/applications/finance/fiscal_localizations/india.rst:362 msgid "The user can verify the :ref:`GSTR-1 ` report before uploading it to the **GST portal** by clicking :guilabel:`GSTR-1 Report`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:366 +#: ../../content/applications/finance/fiscal_localizations/india.rst:365 msgid "The user can also get details to be submitted in **GSTR-1** in **Spreadsheet view** by clicking on :guilabel:`Generate`;" msgstr "" @@ -24173,7 +24299,7 @@ msgstr "" msgid "GSTR-1 Spreadsheet View" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:375 +#: ../../content/applications/finance/fiscal_localizations/india.rst:374 msgid "If the **GSTR-1** report is correct, then click :guilabel:`Push to GSTN` to send it to the **GST portal**. The status of the :guilabel:`GSTR-1` report changes to :guilabel:`Sending`;" msgstr "" @@ -24181,7 +24307,7 @@ msgstr "" msgid "GSTR-1 in the Sending Status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:381 +#: ../../content/applications/finance/fiscal_localizations/india.rst:380 msgid "After a few seconds, the status of the **GSTR-1** report changes to :guilabel:`Waiting for Status`. It means that the **GSTR-1** report has been sent to the :guilabel:`GST Portal` and is being verified on the :guilabel:`GST Portal`;" msgstr "" @@ -24189,11 +24315,11 @@ msgstr "" msgid "GSTR-1 in the Waiting for Status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:388 +#: ../../content/applications/finance/fiscal_localizations/india.rst:387 msgid "Once more, after a few seconds, the status either changes to :guilabel:`Sent` or :guilabel:`Error in Invoice`. The status :guilabel:`Error in Invoice` indicates that some of the invoices are not correctly filled out to be validated by the **GST portal**;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:392 +#: ../../content/applications/finance/fiscal_localizations/india.rst:391 msgid "If the state of the **GSTR-1** is :guilabel:`Sent`, it means your **GSTR-1** report is ready to be filed on the **GST portal**." msgstr "" @@ -24201,7 +24327,7 @@ msgstr "" msgid "GSTR-1 Sent" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:398 +#: ../../content/applications/finance/fiscal_localizations/india.rst:397 msgid "If the state of the **GSTR-1** is :guilabel:`Error in Invoice`, invoices can be checked for errors in the :guilabel:`Log Note`. Once issues have been resolved, the user can click :guilabel:`Push to GSTN` to submit the file again on the **GST portal**." msgstr "" @@ -24213,7 +24339,7 @@ msgstr "" msgid "GSTR-1 Error in Invoice Log" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:408 +#: ../../content/applications/finance/fiscal_localizations/india.rst:407 msgid "Click :guilabel:`Mark as Filed` after filing the **GSTR-1** report on the **GST portal**. The status of the report changes to :guilabel:`Filed` in **Odoo**." msgstr "" @@ -24221,15 +24347,15 @@ msgstr "" msgid "GSTR-1 in the Filed Status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:417 +#: ../../content/applications/finance/fiscal_localizations/india.rst:416 msgid "Receive GSTR-2B" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:419 +#: ../../content/applications/finance/fiscal_localizations/india.rst:418 msgid "Users can retrieve the **GSTR-2B Report** from the **GST portal**. This automatically reconciles the **GSTR-2B** report with your Odoo bills;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:422 +#: ../../content/applications/finance/fiscal_localizations/india.rst:421 msgid "Click :guilabel:`Fetch GSTR-2B Summary` to retrieve the **GSTR-2B** summary. After a few seconds, the status of the report changes to :guilabel:`Waiting for Reception`. This means Odoo is trying to receive the **GSTR-2B** report from the **GST portal**;" msgstr "" @@ -24238,15 +24364,15 @@ msgstr "" msgid "GSTR-2B in Waiting for Reception" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:429 +#: ../../content/applications/finance/fiscal_localizations/india.rst:428 msgid "Once more, after a few seconds, the status of the **GSTR-2B** changes to the :guilabel:`Being Processed`. It means Odoo is reconciling the **GSTR-2B** report with your Odoo bills;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:435 +#: ../../content/applications/finance/fiscal_localizations/india.rst:434 msgid "Once it is done, the status of the **GSTR-2B** report changes to either :guilabel:`Matched` or :guilabel:`Partially Matched`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:438 +#: ../../content/applications/finance/fiscal_localizations/india.rst:437 msgid "If the status is :guilabel:`Matched`:" msgstr "" @@ -24254,7 +24380,7 @@ msgstr "" msgid "GSTR-2B Matched" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:443 +#: ../../content/applications/finance/fiscal_localizations/india.rst:442 msgid "If the status is :guilabel:`Partially Matched`, you can make changes in bills by clicking :guilabel:`View Reconciled Bills`. Once it is done, click :guilabel:`re-match`." msgstr "" @@ -24266,20 +24392,20 @@ msgstr "" msgid "GSTR-2B Reconciled Bills" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:455 -#: ../../content/applications/finance/fiscal_localizations/india.rst:500 +#: ../../content/applications/finance/fiscal_localizations/india.rst:454 +#: ../../content/applications/finance/fiscal_localizations/india.rst:499 msgid "GSTR-3 report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:457 +#: ../../content/applications/finance/fiscal_localizations/india.rst:456 msgid "The :ref:`GSTR-3 ` report is a monthly summary of **sales** and **purchases**. This return is auto-generated by extracting information from **GSTR-1** and **GSTR-2**." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:460 +#: ../../content/applications/finance/fiscal_localizations/india.rst:459 msgid "Users can compare the **GSTR-3** report with the **GSTR-3** report available on the **GST portal** to verify if they match by clicking :guilabel:`GSTR-3 Report`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:463 +#: ../../content/applications/finance/fiscal_localizations/india.rst:462 msgid "Once the **GSTR-3** report has been verified by the user and the tax amount on the **GST portal** has been paid. Once paid, the report can be **closed** by clicking :guilabel:`Closing Entry`;" msgstr "" @@ -24287,7 +24413,7 @@ msgstr "" msgid "GSTR-3" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:469 +#: ../../content/applications/finance/fiscal_localizations/india.rst:468 msgid "In :guilabel:`Closing Entry`, add the tax amount paid on the **GST portal** using challan, and click :guilabel:`POST` to post the :guilabel:`Closing Entry`;" msgstr "" @@ -24295,7 +24421,7 @@ msgstr "" msgid "GSTR-3 Post Entry" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:475 +#: ../../content/applications/finance/fiscal_localizations/india.rst:474 msgid "Once posted, the **GSTR-3** report status changes to :guilabel:`Filed`." msgstr "" @@ -24303,15 +24429,15 @@ msgstr "" msgid "GSTR-3 Filed" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:483 +#: ../../content/applications/finance/fiscal_localizations/india.rst:482 msgid "Tax reports" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:488 +#: ../../content/applications/finance/fiscal_localizations/india.rst:487 msgid "GSTR-1 report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:490 +#: ../../content/applications/finance/fiscal_localizations/india.rst:489 msgid "The :guilabel:`GSTR-1` report is divided into sections. It displays the :guilabel:`Base` amount, :abbr:`CGST (Central Goods and Services Tax)`, :abbr:`SGST (State Goods and Service Tax)`, :abbr:`IGST (Integrated Goods and Services Tax)`, and :guilabel:`CESS` for each section." msgstr "" @@ -24319,23 +24445,23 @@ msgstr "" msgid "GSTR-1 Report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:502 +#: ../../content/applications/finance/fiscal_localizations/india.rst:501 msgid "The :guilabel:`GSTR-3` report contains different sections:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:504 +#: ../../content/applications/finance/fiscal_localizations/india.rst:503 msgid "Details of inward and outward supply subject to a **reverse charge**;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:505 +#: ../../content/applications/finance/fiscal_localizations/india.rst:504 msgid "Eligible :abbr:`ITC (Income Tax Credit)`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:506 +#: ../../content/applications/finance/fiscal_localizations/india.rst:505 msgid "Values of **exempt**, **Nil-rated**, and **non-GST** inward supply;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:507 +#: ../../content/applications/finance/fiscal_localizations/india.rst:506 msgid "Details of inter-state supplies made to **unregistered** persons." msgstr "" @@ -25928,6 +26054,248 @@ msgstr "" msgid "Go to :menuselection:`Accounting --> Reporting --> Audit Reports --> General Ledger`, then click on :guilabel:`FAIA`." msgstr "" +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:3 +msgid "Malaysia" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:17 +msgid ":ref:`Install ` the following modules to get all the features of the Malaysian localization:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:26 +msgid ":guilabel:`Malaysia - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:27 +msgid "`l10n_my`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:28 +msgid "This module includes the default :ref:`fiscal localization package `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:30 +msgid ":guilabel:`Malaysia - Accounting Reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:31 +msgid "`l10n_my_reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:32 +msgid "This module includes the accounting reports for Malaysia." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:33 +msgid ":guilabel:`Malaysia - UBL PINT`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:34 +msgid "`l10n_my_ubl_pint`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:35 +msgid "This module includes the features required to export invoices in PINT format." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:36 +msgid ":guilabel:`Malaysia - E-invoicing`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:37 +msgid "`l10n_my_edi`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:38 +msgid "This module includes the features required for integration with MyInvois under IRBM." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:45 +msgid "To configure your company information, go to the :guilabel:`Contacts` app, search for your company, and select it. Then configure the following fields:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:49 +msgid ":guilabel:`Address`, including the :guilabel:`City`, :guilabel:`State`, :guilabel:`Zip Code`, and :guilabel:`Country`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:56 +msgid ":guilabel:`Tax ID`: Tax identification number" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:57 +msgid ":guilabel:`SST`: Malaysian Sales and Service Tax Number, if applicable" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:58 +msgid ":guilabel:`TTx`: Malaysian Tourism Tax Number, if applicable" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:64 +msgid "E-invoicing integration with MyInvois" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:66 +msgid "The MyInvois Portal is a platform provided by the :abbr:`IRBM (Inland Revenue Board of Malaysia)` that facilitates the implementation of e-invoices for Malaysian taxpayers. Odoo supports integration with MyInvois to submit the invoices generated in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:71 +msgid "The :guilabel:`Malaysia - E-invoicing module` must be installed to submit invoices to MyInvois." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:76 +msgid "Set-up" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:81 +msgid "MyInvois registration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:83 +msgid "To send electronic invoices to MyInvois, you first need to register and log in to the MyInvois portal to grant Odoo the **right to invoice** as an intermediary for your company." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:87 +msgid "If this is the first time you log into the MyInvois portal, click :guilabel:`User Manual` on MyTax_ to learn more about the registration process. Both the **pre-production** (:dfn:`testing environment to try the functions before using the actual (production) environment`) and **production** (:dfn:`actual environment to submit e-invoices with accurate information`) environments are supported." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:93 +msgid "Log into MyTax_. Choose the :guilabel:`ID Type` and the corresponding :guilabel:`identification number` used to register for the digital certificate." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:95 +msgid "From the dashboard, click the :icon:`fa-angle-down` :guilabel:`(angle-down)` icon in the top-right corner and select :guilabel:`View Taxpayer Profile`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:97 +msgid "In the :guilabel:`Representatives` section, click :guilabel:`Add Intermediary` in the top-right corner." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:0 +msgid "MyInvois add intermediary" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:103 +msgid "Add `ODOO S.A.` as an intermediary using the following information:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:105 +msgid ":guilabel:`TIN`: `C57800417080`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:106 +msgid ":guilabel:`BRN`: `BE0477472701`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:107 +msgid ":guilabel:`Name`: `ODOO S.A.`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:109 +msgid "Grant the following permissions by clicking the :icon:`fa-toggle-on` :guilabel:`(toggle-on)` icon:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:112 +msgid ":guilabel:`Representation From`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:113 +msgid ":guilabel:`Document - Submit`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:114 +msgid ":guilabel:`Document - Cancel`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:115 +msgid ":guilabel:`Document - Request Rejection`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:118 +msgid "Access can be revoked in the future if needed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:119 +msgid "Odoo, as an intermediary, does not store invoices sent on behalf of the client on the proxy server." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:122 +msgid "Click :guilabel:`Save`. The status for `ODOO S.A.` is then :guilabel:`Active`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:0 +msgid "MyInvois status active" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:137 +msgid "Go to :menuselection:`Accounting --> Configuration --> Settings`. In the :guilabel:`Malaysian Electronic Invoicing` section, choose the relevant :guilabel:`MyInvois mode` based on the environment you used to register on MyInvois." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:141 +msgid "Make sure to allow Odoo to process e-invoices by checking the box, then click :guilabel:`Register`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:144 +msgid "To change the TIN reference, click :guilabel:`Unregister`, change the company's information and make sure the number registered on MyInvois matches, then :guilabel:`Register` again." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:150 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:45 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:77 +msgid "Company" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:152 +msgid "Open the Settings app, and in the :guilabel:`Companies` section, click :guilabel:`Update Info`. Then, in the :guilabel:`E-invoicing` section, fill in the following fields:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:155 +msgid ":guilabel:`Identification`: The :guilabel:`ID Type` and associated :guilabel:`Identification number` used to register for the digital certificate." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:157 +msgid ":guilabel:`Ind. Classification`: The 5-digit numeric code that represents the nature and activity of the business." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:163 +msgid "Access the contact's form and fill in the following fields:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:168 +msgid ":guilabel:`Tax ID`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:169 +msgid ":guilabel:`Identification`: the :guilabel:`ID Type` and the corresponding :guilabel:`Identification number` of the contact registered on MyTax." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:177 +msgid "All products to be included in e-invoices require a Malaysian classification code. To add it, access the :guilabel:`Product` form and in the :guilabel:`General Information` tab, fill in the :guilabel:`Malaysian classification code` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:189 +msgid "Send invoices to MyInvois" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:191 +msgid "Invoices can be sent to MyInvois once they have been confirmed. To do so, follow the :ref:`invoice sending ` steps, and in the :guilabel:`Send` window, enable the :guilabel:`Send to MyInvois` option and click :guilabel:`Send & Print`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:198 +msgid "MyInvois status" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:200 +msgid "In the :guilabel:`MyInvois` tab of the invoice, the :guilabel:`MyInvois State` is updated to :guilabel:`Valid` when the submission to MyInvois is successful. The :guilabel:`Submission UID`, :guilabel:`MyInvois` and :guilabel:`Validation Time` are also updated. The same information is available on MyInvois." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:206 +msgid "If no information is received from the MyInvois portal, the :guilabel:`MyInvois State` is :guilabel:`In Progress`. In this case, Odoo automatically checks and updates the status." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:214 +msgid "Sent invoices can be canceled within 72 hours from :guilabel:`Validation time`. In this case, open the invoice and click :guilabel:`Request Cancel`. In the :guilabel:`Cancel document` window, include the cancellation :guilabel:`Reason`, then click :guilabel:`Update Invoice`. The :guilabel:`MyInvois State` is updated to :guilabel:`cancelled`." +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/mexico.rst:3 msgid "Mexico" msgstr "" @@ -26378,7 +26746,7 @@ msgid "`PPD` (Pago en Parcialidades o Diferido/Payment in Installements or Defer msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:372 -msgid ":doc:`../../inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs`" +msgid ":doc:`../../inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:374 @@ -26938,7 +27306,7 @@ msgid "Do not confuse this feature with external trade. The customs numbers are msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:885 -msgid "In order to track the correct customs number for a specific invoice, Odoo uses :doc:`landed costs <../../inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs>`. Go to :menuselection:`Inventory --> Configuration --> Settings --> Valuation`. Make sure that :guilabel:`Landed Costs` is activated." +msgid "In order to track the correct customs number for a specific invoice, Odoo uses :doc:`landed costs <../../inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs>`. Go to :menuselection:`Inventory --> Configuration --> Settings --> Valuation`. Make sure that :guilabel:`Landed Costs` is activated." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:890 @@ -28747,11 +29115,6 @@ msgstr "" msgid "Currently, Odoo only supports the generation of the monthly/quarterly D.406 declaration (containing journal entries, invoices, vendor bills, and payments). The yearly declaration (including assets) and the on-demand declaration (including inventory) are not yet supported." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/romania.rst:45 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:77 -msgid "Company" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/romania.rst:47 msgid "Under :guilabel:`Settings --> General Settings`, in the **Companies** section, click :guilabel:`Update Info` and fill in the company's :guilabel:`Country`, :guilabel:`City`, and :guilabel:`Telephone Number`." msgstr "" @@ -31163,7 +31526,7 @@ msgid "Now, record each payment in Odoo using the |NACHA| payment method." msgstr "" #: ../../content/applications/finance/fiscal_localizations/united_states.rst:708 -msgid ":ref:`Register Payments in Odoo `" +msgid ":ref:`Register Payments in Odoo `" msgstr "" #: ../../content/applications/finance/fiscal_localizations/united_states.rst:711 diff --git a/locale/sources/hr.pot b/locale/sources/hr.pot index a68a22259..668c4f6c5 100644 --- a/locale/sources/hr.pot +++ b/locale/sources/hr.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-11-04 11:48+0000\n" +"POT-Creation-Date: 2024-12-02 12:38+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -2285,7 +2285,7 @@ msgid "Resumé tab" msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:110 -#: ../../content/applications/hr/payroll.rst:874 +#: ../../content/applications/hr/payroll.rst:855 #: ../../content/applications/hr/recruitment/recruitment-flow.rst:38 msgid "Resumé" msgstr "" @@ -3139,7 +3139,7 @@ msgstr "" #: ../../content/applications/hr/fleet/service.rst:380 #: ../../content/applications/hr/frontdesk.rst:33 #: ../../content/applications/hr/lunch/products.rst:12 -#: ../../content/applications/hr/payroll.rst:894 +#: ../../content/applications/hr/payroll.rst:875 #: ../../content/applications/hr/payroll/work_entries.rst:56 #: ../../content/applications/hr/time_off.rst:221 msgid "Enter the following information on the form:" @@ -6649,7 +6649,7 @@ msgid "To create a new :guilabel:`Work Entry Type`, click the :guilabel:`New` bu msgstr "" #: ../../content/applications/hr/payroll.rst:265 -#: ../../content/applications/hr/payroll.rst:730 +#: ../../content/applications/hr/payroll.rst:711 #: ../../content/applications/hr/payroll/contracts.rst:40 msgid "General information section" msgstr "" @@ -7076,7 +7076,7 @@ msgid ":guilabel:`Partner`: if another company financially contributes to this r msgstr "" #: ../../content/applications/hr/payroll.rst:619 -#: ../../content/applications/hr/payroll.rst:815 +#: ../../content/applications/hr/payroll.rst:796 msgid "Description tab" msgstr "" @@ -7134,47 +7134,27 @@ msgid "A new Input Type form filled in." msgstr "" #: ../../content/applications/hr/payroll.rst:669 -msgid "Salary attachment types" -msgstr "" - -#: ../../content/applications/hr/payroll.rst:671 -msgid "Salary attachments, also thought of as \"wage garnishments\", are portions of earnings taken out of a payslip for something specific. Much like all other aspects of payroll configurations, the types of salary attachments **must** be defined." -msgstr "" - -#: ../../content/applications/hr/payroll.rst:675 -msgid "To view the currently configured salary attachments, navigate to :menuselection:`Payroll app --> Configuration --> Salary --> Salary Attachment Types`. The default salary attachment types are :guilabel:`Attachment of Salary`, :guilabel:`Assignment of Salary`, and :guilabel:`Child Support`." -msgstr "" - -#: ../../content/applications/hr/payroll.rst:679 -msgid "To make a new type of salary attachment, click the :guilabel:`New` button. Then, enter the :guilabel:`Name`, the :guilabel:`Code` (used in the salary rules to compute payslips), and decide if it should have :guilabel:`No End Date`." -msgstr "" - -#: ../../content/applications/hr/payroll.rst:-1 -msgid "A new salary attachment form filled in." -msgstr "" - -#: ../../content/applications/hr/payroll.rst:688 #: ../../content/applications/hr/recruitment.rst:167 msgid "Salary package configurator" msgstr "" -#: ../../content/applications/hr/payroll.rst:690 +#: ../../content/applications/hr/payroll.rst:671 msgid "The various options under the :guilabel:`Salary Package Configurator` section of the :menuselection:`Payroll app --> Configuration --> Salary Package Configurator` menu all affect an employee's potential salary. These sections (:guilabel:`Benefits`, :guilabel:`Personal Info`, and :guilabel:`Resume`) specify what benefits can be offered to an employee in their salary package." msgstr "" -#: ../../content/applications/hr/payroll.rst:695 +#: ../../content/applications/hr/payroll.rst:676 msgid "Depending on what information an employee enters (such as deductions, dependents, etc.), their salary is adjusted accordingly. When an applicant applies for a job on the company website, the sections under :guilabel:`Salary Package Configurator` directly affect what the applicant sees, and what is populated, as the applicant enters information." msgstr "" -#: ../../content/applications/hr/payroll.rst:701 +#: ../../content/applications/hr/payroll.rst:682 msgid "Benefits" msgstr "" -#: ../../content/applications/hr/payroll.rst:703 +#: ../../content/applications/hr/payroll.rst:684 msgid "When offering potential employees a position, there can be certain benefits set in Odoo, in addition to the salary, to make an offer more appealing (such as extra time off, the use of a company car, reimbursement for a phone or internet, etc.)." msgstr "" -#: ../../content/applications/hr/payroll.rst:707 +#: ../../content/applications/hr/payroll.rst:688 msgid "To view the benefits, go to :menuselection:`Payroll app --> Configuration --> Salary Package Configurator: Benefits`. Benefits are grouped by :guilabel:`Structure type`, and the benefit listed for a particular structure type is only available for that specific structure." msgstr "" @@ -7182,67 +7162,67 @@ msgstr "" msgid "A list view of all the benefits available for each structure type." msgstr "" -#: ../../content/applications/hr/payroll.rst:716 +#: ../../content/applications/hr/payroll.rst:697 msgid "A company has two structure types, one labeled :guilabel:`Employee`, and another labeled :guilabel:`Intern`. The :guilabel:`Employee` structure type contains the benefit of using a company car, while the :guilabel:`Intern` structure type has a meal voucher benefit available." msgstr "" -#: ../../content/applications/hr/payroll.rst:720 +#: ../../content/applications/hr/payroll.rst:701 msgid "A person hired under the :guilabel:`Employee` structure type can use the company car benefit, but cannot have meal vouchers. A person hired under the :guilabel:`Intern` structure type would have meal voucher benefits available to them, not the use of a company car." msgstr "" -#: ../../content/applications/hr/payroll.rst:724 +#: ../../content/applications/hr/payroll.rst:705 msgid "To make a new benefit, click the :guilabel:`New` button, and enter the information in the fields on the blank benefits form." msgstr "" -#: ../../content/applications/hr/payroll.rst:727 +#: ../../content/applications/hr/payroll.rst:708 msgid "The various fields for creating a benefit are as follows:" msgstr "" -#: ../../content/applications/hr/payroll.rst:732 +#: ../../content/applications/hr/payroll.rst:713 msgid ":guilabel:`Benefits`: enter the name for the benefit. This field is required." msgstr "" -#: ../../content/applications/hr/payroll.rst:733 +#: ../../content/applications/hr/payroll.rst:714 msgid ":guilabel:`Benefit Field`: select from the drop-down menu the type of benefit this is." msgstr "" -#: ../../content/applications/hr/payroll.rst:734 +#: ../../content/applications/hr/payroll.rst:715 msgid ":guilabel:`Cost Field`: select from the drop-down menu the type of cost incurred by the company for this specific benefit. The default options are :guilabel:`Calendar Changed`, :guilabel:`Yearly Cost (Real)`, :guilabel:`Extra Time Off`, :guilabel:`Hourly Wage`, :guilabel:`Part Time`, :guilabel:`Wage`, :guilabel:`Wage with Holidays`, and :guilabel:`Work time rate`. Depending on the localization settings, additional options are available." msgstr "" -#: ../../content/applications/hr/payroll.rst:739 +#: ../../content/applications/hr/payroll.rst:720 msgid ":guilabel:`Related Type`: select from the drop-down menu what type of benefit it is. Select from :guilabel:`Monthly Benefit in Kind`, :guilabel:`Monthly Benefit in Net`, :guilabel:`Monthly Benefit in Cash`, :guilabel:`Yearly Benefits in Cash`, or :guilabel:`Non Financial Benefits`. This field is required." msgstr "" -#: ../../content/applications/hr/payroll.rst:743 +#: ../../content/applications/hr/payroll.rst:724 msgid ":guilabel:`Benefit Field`: select from the drop-down menu the specific field on the contract the benefit appears." msgstr "" -#: ../../content/applications/hr/payroll.rst:745 +#: ../../content/applications/hr/payroll.rst:726 msgid ":guilabel:`Cost Field`: select the specific field on the contract that the cost of the benefit is linked to, using the drop-down menu. If this field is left blank, the cost of the benefit is not computed in the employee budget." msgstr "" -#: ../../content/applications/hr/payroll.rst:748 +#: ../../content/applications/hr/payroll.rst:729 msgid ":guilabel:`Impacts Net Salary`: tick the checkbox if the benefit should impact the employee's net salary." msgstr "" -#: ../../content/applications/hr/payroll.rst:750 +#: ../../content/applications/hr/payroll.rst:731 msgid ":guilabel:`Requested Documents`: select any document that is required to be submitted for this benefit, from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll.rst:752 +#: ../../content/applications/hr/payroll.rst:733 msgid ":guilabel:`Mandatory Benefits`: using the drop-down menu, select the benefit that is required in order for this specific benefit to be offered to the employee." msgstr "" -#: ../../content/applications/hr/payroll.rst:755 +#: ../../content/applications/hr/payroll.rst:736 msgid "For example, a benefit for car insurance would populate `Company Car` in this field. This would allow the car insurance benefit to **only** be displayed if the employee has selected/enabled the benefit of a company car." msgstr "" -#: ../../content/applications/hr/payroll.rst:758 +#: ../../content/applications/hr/payroll.rst:739 msgid ":guilabel:`Salary Structure Type`: select from the drop-down menu which salary structure type this benefit applies to. This field is required." msgstr "" -#: ../../content/applications/hr/payroll.rst:760 +#: ../../content/applications/hr/payroll.rst:741 msgid ":guilabel:`Unit of Measure`: select the metric that the benefit is granted, using the drop-down menu. The options are :guilabel:`Days`, :guilabel:`Percent`, or :guilabel:`Currency`." msgstr "" @@ -7250,100 +7230,100 @@ msgstr "" msgid "A new benefit form filled out for an internet subscription." msgstr "" -#: ../../content/applications/hr/payroll.rst:768 +#: ../../content/applications/hr/payroll.rst:749 msgid "Display section" msgstr "" -#: ../../content/applications/hr/payroll.rst:770 +#: ../../content/applications/hr/payroll.rst:751 msgid ":guilabel:`Show Name`: tick the checkbox to have the benefit name appear in the salary package configurator." msgstr "" -#: ../../content/applications/hr/payroll.rst:772 +#: ../../content/applications/hr/payroll.rst:753 msgid ":guilabel:`Display Type`: select from the drop-down menu how this benefit is displayed. The options are :guilabel:`Always Selected`, :guilabel:`Dropdown`, :guilabel:`Dropdown Group`, :guilabel:`Slider`, :guilabel:`Radio Buttons`, :guilabel:`Manual Input`, or :guilabel:`Text`. This field is required." msgstr "" -#: ../../content/applications/hr/payroll.rst:777 +#: ../../content/applications/hr/payroll.rst:758 msgid "Depending on the selection made, additional configurations need to be made. For example, if :guilabel:`Radio Buttons` is selected, the individual radio buttons must be entered." msgstr "" -#: ../../content/applications/hr/payroll.rst:779 +#: ../../content/applications/hr/payroll.rst:760 msgid ":guilabel:`Icon`: an icon from the `Font Awesome 4 library `_ can be visible for this benefit. Enter the text code for the icon in this field. For example, to display a suitcase icon, the code `fa fa-suitcase` is entered on this line." msgstr "" -#: ../../content/applications/hr/payroll.rst:782 +#: ../../content/applications/hr/payroll.rst:763 msgid ":guilabel:`Hide Description`: tick the checkbox to hide the benefit description if the benefit is not selected by the employee." msgstr "" -#: ../../content/applications/hr/payroll.rst:784 +#: ../../content/applications/hr/payroll.rst:765 msgid ":guilabel:`Folded`: if the benefit should be folded, or hidden, because it is dependant on another benefit selection, tick the checkbox. The following fields appear when this is active:" msgstr "" -#: ../../content/applications/hr/payroll.rst:787 +#: ../../content/applications/hr/payroll.rst:768 msgid ":guilabel:`Fold Label`: enter a name for the folded section of the benefit." msgstr "" -#: ../../content/applications/hr/payroll.rst:788 +#: ../../content/applications/hr/payroll.rst:769 msgid ":guilabel:`Fold Res Field`: select the contract field this benefit is tied to using the drop-down menu. If this field is selected on the contract, then this benefit becomes visible." msgstr "" -#: ../../content/applications/hr/payroll.rst:792 +#: ../../content/applications/hr/payroll.rst:773 msgid "Activity section" msgstr "" -#: ../../content/applications/hr/payroll.rst:794 +#: ../../content/applications/hr/payroll.rst:775 msgid ":guilabel:`Activity Type`: from the drop-down menu, select the activity type that is automatically created when this benefit is selected by the employee." msgstr "" -#: ../../content/applications/hr/payroll.rst:796 +#: ../../content/applications/hr/payroll.rst:777 msgid ":guilabel:`Activity Creation`: select when the activity is created, either when the :guilabel:`Employee signs his contract`, or when the :guilabel:`Contract is countersigned`. Click the radio button next to the desired selection." msgstr "" -#: ../../content/applications/hr/payroll.rst:799 +#: ../../content/applications/hr/payroll.rst:780 msgid ":guilabel:`Activity Creation Type`: select the parameters for when the activity is created, either :guilabel:`When the benefit is set` or :guilabel:`When the benefit is modified`. Click the radio button next to the desired selection." msgstr "" -#: ../../content/applications/hr/payroll.rst:802 +#: ../../content/applications/hr/payroll.rst:783 msgid ":guilabel:`Assigned to`: select the user the activity is automatically assigned to, using the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll.rst:806 +#: ../../content/applications/hr/payroll.rst:787 #: ../../content/applications/hr/payroll/contracts.rst:163 msgid "Sign section" msgstr "" -#: ../../content/applications/hr/payroll.rst:808 +#: ../../content/applications/hr/payroll.rst:789 msgid ":guilabel:`Template to Sign`: if the employee is required to sign a document when selecting this benefit, select the document template from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll.rst:811 +#: ../../content/applications/hr/payroll.rst:792 msgid "For example, a benefit regarding the use of a company car may require the employee to sign a document acknowledging the company's car policies." msgstr "" -#: ../../content/applications/hr/payroll.rst:817 +#: ../../content/applications/hr/payroll.rst:798 msgid "Provide any additional information in this tab to help clarify the benefit." msgstr "" -#: ../../content/applications/hr/payroll.rst:820 +#: ../../content/applications/hr/payroll.rst:801 msgid "Personal info" msgstr "" -#: ../../content/applications/hr/payroll.rst:822 +#: ../../content/applications/hr/payroll.rst:803 msgid "Every employee in Odoo has an *employee card* which is created when a candidate becomes an employee. This card includes all of their personal information, resume, work information, and documents." msgstr "" -#: ../../content/applications/hr/payroll.rst:826 +#: ../../content/applications/hr/payroll.rst:807 msgid "The personal information is gathered from the salary package configurator section that a candidate fills out after being offered a position. This personal information is then transferred to the employee card when they are hired." msgstr "" -#: ../../content/applications/hr/payroll.rst:830 +#: ../../content/applications/hr/payroll.rst:811 msgid "To view an employee's card, go to the main :menuselection:`Employees` app dashboard, and click on the employee's card." msgstr "" -#: ../../content/applications/hr/payroll.rst:834 +#: ../../content/applications/hr/payroll.rst:815 msgid "An employee card can be thought of as an employee personnel file." msgstr "" -#: ../../content/applications/hr/payroll.rst:836 +#: ../../content/applications/hr/payroll.rst:817 msgid "The :guilabel:`Personal Info` section lists all of the fields that are available to enter on the employee's card. To access this section, go to :menuselection:`Payroll app --> Configuration --> Salary Package Configurator: Personal Info`." msgstr "" @@ -7351,31 +7331,31 @@ msgstr "" msgid "A list of all the personal information that appears on the employee card to enter." msgstr "" -#: ../../content/applications/hr/payroll.rst:844 +#: ../../content/applications/hr/payroll.rst:825 msgid "To edit a personal info entry, select an entry from the list on the :guilabel:`Personal Info` page, and modify the personal info on the form that appears." msgstr "" -#: ../../content/applications/hr/payroll.rst:847 +#: ../../content/applications/hr/payroll.rst:828 msgid "To create a new personal info entry, click the :guilabel:`New` button." msgstr "" -#: ../../content/applications/hr/payroll.rst:849 +#: ../../content/applications/hr/payroll.rst:830 msgid "The required fields, aside from entering the :guilabel:`Information` name, are :guilabel:`Related Model`, :guilabel:`Related Field`, and :guilabel:`Category`." msgstr "" -#: ../../content/applications/hr/payroll.rst:852 +#: ../../content/applications/hr/payroll.rst:833 msgid "Select a :guilabel:`Related Model` from the drop-down menu. :guilabel:`Employee` populates the field by default, but the :guilabel:`Bank Account` option is also available if the information is related to a bank account, instead." msgstr "" -#: ../../content/applications/hr/payroll.rst:856 +#: ../../content/applications/hr/payroll.rst:837 msgid "Select a :guilabel:`Related Field` from the drop-down menu that best describes what kind of personal information this entry is, and where it is stored in the backend. Then, select a :guilabel:`Category` from the drop-down menu that the personal information should be under, such as :guilabel:`Address` or :guilabel:`Personal Documents`." msgstr "" -#: ../../content/applications/hr/payroll.rst:861 +#: ../../content/applications/hr/payroll.rst:842 msgid "The two most important fields on the personal info form are :guilabel:`Is Required` and :guilabel:`Display Type`." msgstr "" -#: ../../content/applications/hr/payroll.rst:864 +#: ../../content/applications/hr/payroll.rst:845 msgid "Checking the :guilabel:`Is Required` box makes the field mandatory on the employee's card. The :guilabel:`Display Type` drop-down menu allows for the information to be entered in a variety of ways, like a :guilabel:`Text` box, to a customizable :guilabel:`Radio` button, a :guilabel:`Checkbox`, a :guilabel:`Document`, and more." msgstr "" @@ -7383,71 +7363,71 @@ msgstr "" msgid "New personal information entry." msgstr "" -#: ../../content/applications/hr/payroll.rst:876 +#: ../../content/applications/hr/payroll.rst:857 msgid "The resumé section, housed within the salary package configurator section of the settings menu, is how salary information rules are configured when offering a position to potential employees." msgstr "" -#: ../../content/applications/hr/payroll.rst:879 +#: ../../content/applications/hr/payroll.rst:860 msgid "When an offer is sent to a prospective employee, the values for the offer are computed from these settings, and appear on the offer page." msgstr "" -#: ../../content/applications/hr/payroll.rst:882 +#: ../../content/applications/hr/payroll.rst:863 msgid "To configure this section, navigate to :menuselection:`Payroll app --> Configuration --> Salary Package Configurator: Resumé`." msgstr "" -#: ../../content/applications/hr/payroll.rst:885 +#: ../../content/applications/hr/payroll.rst:866 msgid "By default, there are three :guilabel:`Salary Structure Types` pre-configured in Odoo: :guilabel:`Worker`, :guilabel:`Employee`, and :guilabel:`None`." msgstr "" -#: ../../content/applications/hr/payroll.rst:888 +#: ../../content/applications/hr/payroll.rst:869 msgid "Each :guilabel:`Salary Structure Type` has several rules configured. These affect how an offer is calculated using that particular :guilabel:`Salary Structure Type`." msgstr "" -#: ../../content/applications/hr/payroll.rst:891 +#: ../../content/applications/hr/payroll.rst:872 msgid "To create a new rule, click the :guilabel:`New` button, and a blank :guilabel:`Contract Salary Resumé` form loads." msgstr "" -#: ../../content/applications/hr/payroll.rst:896 +#: ../../content/applications/hr/payroll.rst:877 msgid ":guilabel:`Information`: type in a name for this field." msgstr "" -#: ../../content/applications/hr/payroll.rst:897 +#: ../../content/applications/hr/payroll.rst:878 msgid ":guilabel:`Category`: select the category this value is housed under, using the drop-down menu. The default options are :guilabel:`Monthly Salary`, :guilabel:`Monthly Benefits`, :guilabel:`Yearly Benefits`, and :guilabel:`Total`." msgstr "" -#: ../../content/applications/hr/payroll.rst:901 +#: ../../content/applications/hr/payroll.rst:882 msgid "New categories can be made if needed." msgstr "" -#: ../../content/applications/hr/payroll.rst:903 +#: ../../content/applications/hr/payroll.rst:884 msgid "Click the :guilabel:`New` button, then enter the name for the new category in the :guilabel:`Name` field. Next, select the :guilabel:`Periodicity` from the drop-down menu, either :guilabel:`Monthly` or :guilabel:`Yearly`. Last, enter a number for the sequence. This corresponds to where this rule appears in the :guilabel:`Salary Structure Type` rule list." msgstr "" -#: ../../content/applications/hr/payroll.rst:908 +#: ../../content/applications/hr/payroll.rst:889 msgid "Finally, click :guilabel:`Save & Close`." msgstr "" -#: ../../content/applications/hr/payroll.rst:909 +#: ../../content/applications/hr/payroll.rst:890 msgid ":guilabel:`Impacts Monthly Total`: tick the checkbox if this value is added in the monthly total calculation." msgstr "" -#: ../../content/applications/hr/payroll.rst:911 +#: ../../content/applications/hr/payroll.rst:892 msgid ":guilabel:`Unit of Measure`: select what kind of value this rule is, either :guilabel:`Currency`, :guilabel:`Days`, or :guilabel:`Percent`." msgstr "" -#: ../../content/applications/hr/payroll.rst:914 +#: ../../content/applications/hr/payroll.rst:895 msgid ":guilabel:`Currency` is for a set monetary value, :guilabel:`Days` is for compensation in the form of time off, and :guilabel:`Percent` is for a monetary value awarded that is based upon another metric, such as commissions." msgstr "" -#: ../../content/applications/hr/payroll.rst:917 +#: ../../content/applications/hr/payroll.rst:898 msgid ":guilabel:`Salary Structure Type`: select which :guilabel:`Salary Structure Type` this rule is nested under, from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll.rst:919 +#: ../../content/applications/hr/payroll.rst:900 msgid ":guilabel:`Value Type`: select how the value is computed, using the drop-down menu. The default options are :guilabel:`Fixed Value`, :guilabel:`Contract Value`, :guilabel:`Payslip Value`, :guilabel:`Sum of Benefits Values`, and :guilabel:`Monthly Total`." msgstr "" -#: ../../content/applications/hr/payroll.rst:922 +#: ../../content/applications/hr/payroll.rst:903 msgid ":guilabel:`Code`: select the code this rule applies to from the drop-down menu." msgstr "" @@ -7455,28 +7435,28 @@ msgstr "" msgid "The net wage rule form filled out, with all the information for net pay." msgstr "" -#: ../../content/applications/hr/payroll.rst:929 +#: ../../content/applications/hr/payroll.rst:910 msgid "Jobs" msgstr "" -#: ../../content/applications/hr/payroll.rst:931 +#: ../../content/applications/hr/payroll.rst:912 msgid "Since the *Payroll* application is responsible for paying employees for specific job positions, the complete list of job positions can be found in both the *Payroll* and *Recruitment* applications." msgstr "" -#: ../../content/applications/hr/payroll.rst:937 +#: ../../content/applications/hr/payroll.rst:918 #: ../../content/applications/hr/recruitment/new_job.rst:3 msgid "Job positions" msgstr "" -#: ../../content/applications/hr/payroll.rst:939 +#: ../../content/applications/hr/payroll.rst:920 msgid "The job positions listed in the *Payroll* application are identical to the job positions listed in the *Recruitment* application. If a new job position is added in the *Recruitment* application, it is also visible in the *Payroll* application, and vice versa." msgstr "" -#: ../../content/applications/hr/payroll.rst:943 +#: ../../content/applications/hr/payroll.rst:924 msgid "To view the job positions, navigate to :menuselection:`Payroll app --> Configuration --> Jobs: Job Positions`." msgstr "" -#: ../../content/applications/hr/payroll.rst:946 +#: ../../content/applications/hr/payroll.rst:927 msgid "A list of all the job positions appear, along with the corresponding department, on the :guilabel:`Job Position` page." msgstr "" @@ -7484,39 +7464,43 @@ msgstr "" msgid "A list of all the job positions and corresponding departments." msgstr "" -#: ../../content/applications/hr/payroll.rst:953 +#: ../../content/applications/hr/payroll.rst:934 msgid "To create a new job description, click the :guilabel:`New` button and a job form appears." msgstr "" -#: ../../content/applications/hr/payroll.rst:955 +#: ../../content/applications/hr/payroll.rst:936 msgid "Enter the information on the form for the new position. The information is identical as to the information entered when creating a new job position in the *Recruitment* application." msgstr "" -#: ../../content/applications/hr/payroll.rst:958 +#: ../../content/applications/hr/payroll.rst:939 msgid "Refer to the :doc:`../hr/recruitment/new_job` documentation for more details on how to fill out this form." msgstr "" -#: ../../content/applications/hr/payroll.rst:962 +#: ../../content/applications/hr/payroll.rst:943 msgid ":doc:`payroll/contracts`" msgstr "" -#: ../../content/applications/hr/payroll.rst:963 -msgid ":doc:`payroll/payslips`" -msgstr "" - -#: ../../content/applications/hr/payroll.rst:964 +#: ../../content/applications/hr/payroll.rst:944 msgid ":doc:`payroll/work_entries`" msgstr "" -#: ../../content/applications/hr/payroll.rst:965 +#: ../../content/applications/hr/payroll.rst:945 +msgid ":doc:`payroll/salary_attachments`" +msgstr "" + +#: ../../content/applications/hr/payroll.rst:946 +msgid ":doc:`payroll/payslips`" +msgstr "" + +#: ../../content/applications/hr/payroll.rst:947 msgid ":doc:`payroll/reporting`" msgstr "" -#: ../../content/applications/hr/payroll.rst:966 +#: ../../content/applications/hr/payroll.rst:948 msgid ":doc:`payroll/work_entry_analysis`" msgstr "" -#: ../../content/applications/hr/payroll.rst:967 +#: ../../content/applications/hr/payroll.rst:949 msgid ":doc:`payroll/salary_attachment`" msgstr "" @@ -7913,6 +7897,7 @@ msgid "To send a contract using the :guilabel:`Generate Simulation Link`, there msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:330 +#: ../../content/applications/hr/payroll/salary_attachments.rst:3 msgid "Salary attachments" msgstr "" @@ -8845,6 +8830,170 @@ msgstr "" msgid "The salary attachment report modified to compare to the previous year." msgstr "" +#: ../../content/applications/hr/payroll/salary_attachments.rst:5 +msgid "Salary attachments are portions of earnings taken directly out of a payslip for a specific purpose, whether voluntary or required." +msgstr "" + +#: ../../content/applications/hr/payroll/salary_attachments.rst:8 +msgid "When the deduction is voluntary, they are typically considered *deductions*. When the deduction is court-ordered, or involuntary, it is sometimes referred to as a *wage garnishment*. In Odoo, these are all universally called, *salary attachments*." +msgstr "" + +#: ../../content/applications/hr/payroll/salary_attachments.rst:15 +msgid "Salary attachment types" +msgstr "" + +#: ../../content/applications/hr/payroll/salary_attachments.rst:17 +msgid "To view the currently configured salary attachment types, navigate to :menuselection:`Payroll app --> Configuration --> Salary Attachment Types`. The default salary attachment types are: :guilabel:`Attachment of Salary`, :guilabel:`Assignment of Salary`, and :guilabel:`Child Support`." +msgstr "" + +#: ../../content/applications/hr/payroll/salary_attachments.rst:21 +msgid "Each salary attachment type displays the :guilabel:`Name` of the attachment type, the :guilabel:`Code` used when calculating payslips, a checkbox to indicate if there is :guilabel:`No End Date`, and whether it is :guilabel:`Country` specific (or universal)." +msgstr "" + +#: ../../content/applications/hr/payroll/salary_attachments.rst:-1 +msgid "The default salary attachment types." +msgstr "" + +#: ../../content/applications/hr/payroll/salary_attachments.rst:29 +msgid "Create new salary attachment types" +msgstr "" + +#: ../../content/applications/hr/payroll/salary_attachments.rst:32 +msgid "Upon installation of the **Payroll** application, the pre-configured default salary attachment types are linked to a variety of rules that are linked to various salary structures, as well as the installed :ref:`localization package `." +msgstr "" + +#: ../../content/applications/hr/payroll/salary_attachments.rst:36 +msgid "It is **not** recommended to alter or modify **any** of the preconfigured salary attachment types, especially if they have been previously used on payslips in the database. Doing so may affect various salary rules, and can prevent the creation of payslips." +msgstr "" + +#: ../../content/applications/hr/payroll/salary_attachments.rst:40 +msgid "A new salary attachment type *can* be created, but this should only be done when absolutely necessary. All salary attachments can be associated with one of the three default salary attachment types." +msgstr "" + +#: ../../content/applications/hr/payroll/salary_attachments.rst:44 +msgid "To make a new type of salary attachment, click the :guilabel:`New` button, and a blank :guilabel:`Salary Attachment Types` form loads. Enter the :guilabel:`Name` for the new salary attachment type in the corresponding field. Next, enter the :guilabel:`Code` used in the salary rules to compute payslips. Last, tick the :guilabel:`No End Date` checkbox if this salary attachment never expires." +msgstr "" + +#: ../../content/applications/hr/payroll/salary_attachments.rst:50 +msgid "If in a multi-company database, with locations in multiple countries, a :guilabel:`Country` field also appears on the :guilabel:`Salary Attachment Types` form. Select the country the attachment applies to, or leave blank if it is universal." +msgstr "" + +#: ../../content/applications/hr/payroll/salary_attachments.rst:57 +msgid "Create a salary attachment" +msgstr "" + +#: ../../content/applications/hr/payroll/salary_attachments.rst:59 +msgid "All salary attachments must be configured separately for each employee, for each type of salary attachment. To view the currently configured salary attachments, navigate to :menuselection:`Payroll app --> Contracts --> Salary Attachments`." +msgstr "" + +#: ../../content/applications/hr/payroll/salary_attachments.rst:63 +msgid "All salary attachments appear in a default list view, and displays the name of the :guilabel:`Employees`, :guilabel:`Description`, the salary attachment :guilabel:`Type`, the :guilabel:`Monthly Amount`, :guilabel:`Start Date`, and current :guilabel:`Status`." +msgstr "" + +#: ../../content/applications/hr/payroll/salary_attachments.rst:67 +msgid "To create a new salary attachment, click the :guilabel:`New` button in the top-left corner, and a blank :guilabel:`Salary Attachment` form loads. Enter the following information on the form:" +msgstr "" + +#: ../../content/applications/hr/payroll/salary_attachments.rst:70 +msgid ":guilabel:`Employees`: Using the drop-down menu, select the desired employees. Multiple employees can be listed in this field." +msgstr "" + +#: ../../content/applications/hr/payroll/salary_attachments.rst:72 +msgid ":guilabel:`Description`: Enter a short description of the salary attachment." +msgstr "" + +#: ../../content/applications/hr/payroll/salary_attachments.rst:73 +msgid ":guilabel:`Type`: Using the drop-down menu, select the specific :ref:`salary attachment type `." +msgstr "" + +#: ../../content/applications/hr/payroll/salary_attachments.rst:75 +msgid ":guilabel:`Start Date`: Using the calendar selector, select the date the salary attachment goes into effect." +msgstr "" + +#: ../../content/applications/hr/payroll/salary_attachments.rst:77 +msgid ":guilabel:`Estimated End Date`: This field is **not** modifiable, and **only** appears after the :guilabel:`Monthly Amount` field is populated. This field is the estimated date when the salary attachment will be completed. Today's date populates the field by default. Then, when the :guilabel:`Total Amount` field is populated, this date is updated." +msgstr "" + +#: ../../content/applications/hr/payroll/salary_attachments.rst:81 +msgid ":guilabel:`Document`: If any documentation is needed, such as a court order, click the :guilabel:`Upload your file` button, and a file explorer window loads. Select the desired document to attach it to the record. Only **one** document can be attached to a salary attachment." +msgstr "" + +#: ../../content/applications/hr/payroll/salary_attachments.rst:84 +msgid ":guilabel:`Monthly Amount`: Enter the amount taken out of each paycheck every month in this field." +msgstr "" + +#: ../../content/applications/hr/payroll/salary_attachments.rst:85 +msgid ":guilabel:`Total Amount`: This field **only** appears if the :ref:`salary attachment type ` has no end date (the :guilabel:`No End Date` option is **not** ticked.)" +msgstr "" + +#: ../../content/applications/hr/payroll/salary_attachments.rst:-1 +msgid "The salary attachment form with all fields filled out." +msgstr "" + +#: ../../content/applications/hr/payroll/salary_attachments.rst:92 +msgid "Since the salary attachment form auto saves as the fields are populated, after making a salary attachment for an individual employee, there is no further action required." +msgstr "" + +#: ../../content/applications/hr/payroll/salary_attachments.rst:95 +msgid "If creating salary attachments for multiple employees on a single salary attachment form, after the form is filled out, click the :guilabel:`Create Individual Attachments` button. This creates separate salary attachments for each of the employees listed in the :guilabel:`Employees` field." +msgstr "" + +#: ../../content/applications/hr/payroll/salary_attachments.rst:99 +msgid "After the separate salary attachments have been created, the screen returns to the :guilabel:`Salary Attachment` dashboard, but with a :guilabel:`Description` filter, populated with the description filled in on the salary attachment form. All the salary attachments have a status of :guilabel:`Running`, since they are currently active. Clear the filter in the search box to view the default :guilabel:`Salary Attachment` dashboard in its entirety." +msgstr "" + +#: ../../content/applications/hr/payroll/salary_attachments.rst:106 +msgid "Manage salary attachments" +msgstr "" + +#: ../../content/applications/hr/payroll/salary_attachments.rst:108 +msgid "Salary attachments can have one of three statuses: *Running*, *Completed*, or *Canceled*. To view the current status of all salary attachments, navigate to :menuselection:`Payroll app --> Contracts --> Salary Attachments`." +msgstr "" + +#: ../../content/applications/hr/payroll/salary_attachments.rst:112 +msgid "All salary attachments appear in the order they were configured. To view the salary attachments by a particular metric, such as the :guilabel:`Status`, or :guilabel:`Type`, click on the column title to sort by that specific column." +msgstr "" + +#: ../../content/applications/hr/payroll/salary_attachments.rst:117 +msgid "Completed salary attachments" +msgstr "" + +#: ../../content/applications/hr/payroll/salary_attachments.rst:119 +msgid "When a salary attachment is created, it has a status of :guilabel:`Running`. Once the salary attachment is finished (the *Total Amount* entered on the :ref:`salary attachment form ` has been paid in full), the status automatically changes to *Completed*, and the employee no longer has the money taken out of future paychecks." +msgstr "" + +#: ../../content/applications/hr/payroll/salary_attachments.rst:124 +msgid "If a salary attachment has been fulfilled, but has not automatically changed to *Completed*, the record can be manually updated. To change the status, open the *Salary Attachment* dashboard by navigating to :menuselection:`Payroll app --> Contracts --> Salary Attachments`." +msgstr "" + +#: ../../content/applications/hr/payroll/salary_attachments.rst:128 +msgid "Click on the record to update, and the detailed :guilabel:`Salary Attachment` form loads. On the individual :guilabel:`Salary Attachment` record, click the :guilabel:`Mark as Completed` button in the upper-left corner, and the status changes to :guilabel:`Completed`." +msgstr "" + +#: ../../content/applications/hr/payroll/salary_attachments.rst:133 +msgid "The following is an example of when a payroll manager may need to manually change a salary attachment from :guilabel:`Active` to :guilabel:`Cancelled`." +msgstr "" + +#: ../../content/applications/hr/payroll/salary_attachments.rst:136 +msgid "Rose Smith has a salary attachment for a lawsuit settlement, where she is required to pay $3,000.00. A salary attachment is created that takes $250.00 a month out of Rose's paycheck, to go towards this settlement payment." +msgstr "" + +#: ../../content/applications/hr/payroll/salary_attachments.rst:140 +msgid "After six months, Rose has paid $1,500.00 from her salary. She received a tax refund, and uses the money to pay off the remainder of the lawsuit settlement. After sending the relevant documentation to the payroll manager, showing the settlement has been paid in full, the payroll manager manually changes the status of her salary attachment to :guilabel:`Completed`." +msgstr "" + +#: ../../content/applications/hr/payroll/salary_attachments.rst:146 +msgid "Cancel salary attachments" +msgstr "" + +#: ../../content/applications/hr/payroll/salary_attachments.rst:148 +msgid "Any salary attachment can be cancelled at any time. To cancel a salary attachment, click on the individual attachment record from the main :guilabel:`Salary Attachment` dashboard to open the record. From the :guilabel:`Salary Attachment` record, click the :guilabel:`Cancel` button to cancel the salary attachment, and stop having the designated money taken out of future paychecks." +msgstr "" + +#: ../../content/applications/hr/payroll/salary_attachments.rst:154 +msgid ":doc:`salary_attachment`" +msgstr "" + #: ../../content/applications/hr/payroll/work_entries.rst:5 msgid "Work entries are created automatically in the *Payroll* app, based on the employee's :ref:`salary structure type `, and from the *Planning*, *Attendances*, and *Time Off* applications." msgstr "" diff --git a/locale/sources/inventory_and_mrp.pot b/locale/sources/inventory_and_mrp.pot index 4f7f78d36..6e28326f4 100644 --- a/locale/sources/inventory_and_mrp.pot +++ b/locale/sources/inventory_and_mrp.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-11-04 11:48+0000\n" +"POT-Creation-Date: 2024-12-02 12:38+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -247,8 +247,8 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:38 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:20 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst:21 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:20 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:44 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/create_sn.rst:35 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/cross_dock.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:16 @@ -2951,7 +2951,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:93 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:162 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:77 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:54 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:77 msgid "Create purchase order" @@ -3276,202 +3276,6 @@ msgstr "" msgid "Inventory valuation" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:3 -msgid "Landed costs" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:12 -msgid "When shipping products to customers, the landed cost is the total price of a product or shipment, including all expenses associated with shipping the product." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:15 -msgid "In Odoo, the *Landed Costs* feature is used to take additional costs into account when calculating the valuation of a product. This includes the cost of shipment, insurance, customs duties, taxes, and other fees." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:22 -msgid "To add landed costs to products, the *Landed Costs* feature must first be enabled. To enable this feature, navigate to :menuselection:`Inventory app --> Configuration --> Settings`, and scroll to the :guilabel:`Valuation` section." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:26 -msgid "Tick the checkbox next to the :guilabel:`Landed Costs` option, and click :guilabel:`Save` to save changes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:29 -msgid "Once the page refreshes, a new :guilabel:`Default Journal` field appears below the :guilabel:`Landed Costs` feature in the :guilabel:`Valuation` section." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:32 -msgid "Click the :guilabel:`Default Journal` drop-down menu to reveal a list of accounting journals. Select a journal for which all accounting entries related to landed costs should be recorded." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:-1 -msgid "Landed Costs feature and resulting Default Journal field in the Inventory settings." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:40 -msgid "Create landed cost product" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:42 -msgid "For charges that are consistently added as landed costs, a landed cost product can be created in Odoo. This way, a landed cost product can be quickly added to a vendor bill as an invoice line, instead of having to be manually entered every time a new vendor bill is created." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:46 -msgid "To do this, create a new product by going to :menuselection:`Inventory app --> Products --> Products`, and clicking :guilabel:`New`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:49 -msgid "Assign a name to the landed cost product in the :guilabel:`Product Name` field (i.e. `International Shipping`). In the :guilabel:`Product Type` field, click the drop-down menu, and select :guilabel:`Service` as the :guilabel:`Product Type`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:54 -msgid "Landed cost products **must** have their :guilabel:`Product Type` set to :guilabel:`Service`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:56 -msgid "Click the :guilabel:`Purchase` tab, and tick the checkbox next to :guilabel:`Is a Landed Cost` in the :guilabel:`Vendor Bills` section. Once ticked, a new :guilabel:`Default Split Method` field appears below it, prompting a selection. Clicking that drop-down menu reveals the following options:" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:60 -msgid ":guilabel:`Equal`: splits the cost equally across each product included in the receipt, regardless of the quantity of each." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:62 -msgid ":guilabel:`By Quantity`: splits the cost across each unit of all products in the receipt." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:63 -msgid ":guilabel:`By Current Cost`: splits the cost according to the cost of each product unit, so a product with a higher cost receives a greater share of the landed cost." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:65 -msgid ":guilabel:`By Weight`: splits the cost, according to the weight of the products in the receipt." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:66 -msgid ":guilabel:`By Volume`: splits the cost, according to the volume of the products in the receipt." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:-1 -msgid "Is a Landed Cost checkbox and Default Split Method on service type product form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:72 -msgid "When creating new vendor bills, this product can be added as an invoice line as a landed cost." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:75 -msgid "To apply a landed cost on a vendor bill, the products included in the original |PO| **must** belong to a *Product Category* with its *Force Removal Strategy* set to |FIFO|. The *Costing Method* can be set to either |AVCO| or |FIFO|, and the valuation method can be :doc:`manual ` or :doc:`automatic `." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:83 -msgid "Navigate to :menuselection:`Purchase app --> New` to create a new request for quotation (RfQ). In the :guilabel:`Vendor` field, add a vendor to order products from. Then, click :guilabel:`Add a product`, under the :guilabel:`Products` tab, to add products to the |RfQ|." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:87 -msgid "Once ready, click :guilabel:`Confirm Order` to confirm the order. Then, click :guilabel:`Receive Products` once the products have been received, followed by :guilabel:`Validate`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:91 -msgid "Create vendor bill" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:93 -msgid "Once the vendor fulfills the |PO| and sends a bill, a vendor bill can be created from the |PO| in Odoo." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:96 -msgid "Navigate to the :menuselection:`Purchase app`, and click into the |PO| for which a vendor bill should be created. Then, click :guilabel:`Create Bill`. This opens a new :guilabel:`Vendor Bill` in the :guilabel:`Draft` stage." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:100 -msgid "In the :guilabel:`Bill Date` field, click the line to open a calendar popover menu, and select the date on which this draft bill should be billed." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:103 -msgid "Then, under the :guilabel:`Invoice Lines` tab, click :guilabel:`Add a line`, and click the drop-down menu in the :guilabel:`Product` column to select the previously-created landed cost product. Click the :icon:`fa-cloud-upload` :guilabel:`(cloud with arrow)` icon to manually save and update the draft bill." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:-1 -msgid "Landed Costs column checkboxes for product and landed cost." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:112 -msgid "In the :guilabel:`Landed Costs` column, the product ordered from the vendor does **not** have its checkbox ticked, while the landed cost product's checkbox **is** ticked. This differentiates landed costs from all other costs displayed on the bill." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:116 -msgid "Additionally, at the top of the form, a :guilabel:`Create Landed Costs` button appears." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:-1 -msgid "Create Landed Costs button on vendor bill." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:123 -msgid "Add landed cost" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:125 -msgid "Once a landed cost is added to the vendor bill, click :guilabel:`Create Landed Costs` at the top of the vendor bill." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:128 -msgid "Doing so automatically creates a landed cost record, with a set landed cost pre-filled in the product line in the :guilabel:`Additional Costs` tab." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:131 -msgid "From the :guilabel:`Landed Cost` form, click the :guilabel:`Transfers` drop-down menu, and select which transfer the landed cost belongs to." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:-1 -msgid "Landed cost form with selected receipt transfer." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:139 -msgid "In addition to creating landed costs directly from a vendor bill, landed cost records can *also* be created by navigating to :menuselection:`Inventory app --> Operations --> Landed Costs`, and clicking :guilabel:`New`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:143 -msgid "After setting the picking from the :guilabel:`Transfers` drop-down menu, click :guilabel:`Compute` (at the bottom of the form, under the :guilabel:`Total:` cost)." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:146 -msgid "Click the :guilabel:`Valuation Adjustments` tab to see the impact of the landed costs. The :guilabel:`Original Value` column lists the original price of the |PO|, the :guilabel:`Additional Landed Cost` column displays the landed cost, and the :guilabel:`New Value` displays the sum of the two, for the total cost of the |PO|." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:151 -msgid "Once ready, click :guilabel:`Validate` to post the landed cost entry to the accounting journal." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:153 -msgid "This causes a :guilabel:`Valuation` smart button to appear at the top of the form. Click the :guilabel:`Valuation` smart button to open a :guilabel:`Stock Valuation` page, with the product's updated valuation listed." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:158 -msgid "For a :guilabel:`Valuation` smart button to appear upon validation, the product's :guilabel:`Product Type` **must** be set to :guilabel:`Storable`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:161 -msgid "To view the valuation of *every* product, including landed costs, navigate to :menuselection:`Inventory app --> Reporting --> Valuation`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:165 -msgid "Each journal entry created for a landed cost on a vendor bill can be viewed in the *Accounting* app." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:168 -msgid "To locate these journal entries, navigate to :menuselection:`Accounting app --> Accounting --> Journal Entries`, and locate the correct entry, by number (i.e. `PBNK1/2024/XXXXX`)." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:171 -msgid "Click into the journal entry to view the :guilabel:`Journal Items`, and other information about the entry." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:0 -msgid "Journal Entry form for landed cost created from vendor bill." -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:3 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:15 msgid "Automatic inventory valuation" @@ -4089,6 +3893,202 @@ msgstr "" msgid "Show Stock Valuation journals in a list." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:3 +msgid "Landed costs" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:10 +msgid "When shipping products to customers, the landed cost is the total price of a product or shipment, including all expenses associated with shipping the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:13 +msgid "In Odoo, the *Landed Costs* feature is used to take additional costs into account when calculating the valuation of a product. This includes the cost of shipment, insurance, customs duties, taxes, and other fees." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:20 +msgid "To add landed costs to products, the *Landed Costs* feature must first be enabled. To enable this feature, navigate to :menuselection:`Inventory app --> Configuration --> Settings`, and scroll to the :guilabel:`Valuation` section." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:24 +msgid "Tick the checkbox next to the :guilabel:`Landed Costs` option, and click :guilabel:`Save` to save changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:27 +msgid "Once the page refreshes, a new :guilabel:`Default Journal` field appears below the :guilabel:`Landed Costs` feature in the :guilabel:`Valuation` section." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:30 +msgid "Click the :guilabel:`Default Journal` drop-down menu to reveal a list of accounting journals. Select a journal for which all accounting entries related to landed costs should be recorded." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:-1 +msgid "Landed Costs feature and resulting Default Journal field in the Inventory settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:37 +msgid "Create landed cost product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:39 +msgid "For charges that are consistently added as landed costs, a landed cost product can be created in Odoo. This way, a landed cost product can be quickly added to a vendor bill as an invoice line, instead of having to be manually entered every time a new vendor bill is created." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:43 +msgid "To do this, create a new product by going to :menuselection:`Inventory app --> Products --> Products`, and clicking :guilabel:`New`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:46 +msgid "Assign a name to the landed cost product in the :guilabel:`Product Name` field (i.e. `International Shipping`). In the :guilabel:`Product Type` field, click the drop-down menu, and select :guilabel:`Service` as the :guilabel:`Product Type`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:51 +msgid "Landed cost products **must** have their :guilabel:`Product Type` set to :guilabel:`Service`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:53 +msgid "Click the :guilabel:`Purchase` tab, and tick the checkbox next to :guilabel:`Is a Landed Cost` in the :guilabel:`Vendor Bills` section. Once ticked, a new :guilabel:`Default Split Method` field appears below it, prompting a selection. Clicking that drop-down menu reveals the following options:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:57 +msgid ":guilabel:`Equal`: splits the cost equally across each product included in the receipt, regardless of the quantity of each." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:59 +msgid ":guilabel:`By Quantity`: splits the cost across each unit of all products in the receipt." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:60 +msgid ":guilabel:`By Current Cost`: splits the cost according to the cost of each product unit, so a product with a higher cost receives a greater share of the landed cost." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:62 +msgid ":guilabel:`By Weight`: splits the cost, according to the weight of the products in the receipt." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:63 +msgid ":guilabel:`By Volume`: splits the cost, according to the volume of the products in the receipt." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:-1 +msgid "Is a Landed Cost checkbox and Default Split Method on service type product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:68 +msgid "When creating new vendor bills, this product can be added as an invoice line as a landed cost." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:71 +msgid "To apply a landed cost on a vendor bill, products in the original |PO| **must** belong to a *Product Category* with a *Costing Method* of either |AVCO| or |FIFO|, and the valuation method can be :doc:`manual ` or :doc:`automatic `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:79 +msgid "Navigate to :menuselection:`Purchase app --> New` to create a new request for quotation (RfQ). In the :guilabel:`Vendor` field, add a vendor to order products from. Then, click :guilabel:`Add a product`, under the :guilabel:`Products` tab, to add products to the |RfQ|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:83 +msgid "Once ready, click :guilabel:`Confirm Order` to confirm the order. Then, click :guilabel:`Receive Products` once the products have been received, followed by :guilabel:`Validate`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:87 +msgid "Create vendor bill" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:89 +msgid "Once the vendor fulfills the |PO| and sends a bill, a vendor bill can be created from the |PO| in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:92 +msgid "Navigate to the :menuselection:`Purchase app`, and click into the |PO| for which a vendor bill should be created. Then, click :guilabel:`Create Bill`. This opens a new :guilabel:`Vendor Bill` in the :guilabel:`Draft` stage." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:96 +msgid "In the :guilabel:`Bill Date` field, click the line to open a calendar popover menu, and select the date on which this draft bill should be billed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:99 +msgid "Then, under the :guilabel:`Invoice Lines` tab, click :guilabel:`Add a line`, and click the drop-down menu in the :guilabel:`Product` column to select the previously-created landed cost product. Click the :icon:`fa-cloud-upload` :guilabel:`(cloud with arrow)` icon to manually save and update the draft bill." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:-1 +msgid "Landed Costs column checkboxes for product and landed cost." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:107 +msgid "In the :guilabel:`Landed Costs` column, the product ordered from the vendor does **not** have its checkbox ticked, while the landed cost product's checkbox **is** ticked. This differentiates landed costs from all other costs displayed on the bill." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:111 +msgid "Additionally, at the top of the form, a :guilabel:`Create Landed Costs` button appears." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:-1 +msgid "Create Landed Costs button on vendor bill." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:117 +msgid "Add landed cost" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:119 +msgid "Once a landed cost is added to the vendor bill, click :guilabel:`Create Landed Costs` at the top of the vendor bill." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:122 +msgid "Doing so automatically creates a landed cost record, with a set landed cost pre-filled in the product line in the :guilabel:`Additional Costs` tab." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:125 +msgid "From the :guilabel:`Landed Cost` form, click the :guilabel:`Transfers` drop-down menu, and select which transfer the landed cost belongs to." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:-1 +msgid "Landed cost form with selected receipt transfer." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:132 +msgid "In addition to creating landed costs directly from a vendor bill, landed cost records can *also* be created by navigating to :menuselection:`Inventory app --> Operations --> Landed Costs`, and clicking :guilabel:`New`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:136 +msgid "After setting the picking from the :guilabel:`Transfers` drop-down menu, click :guilabel:`Compute` (at the bottom of the form, under the :guilabel:`Total:` cost)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:139 +msgid "Click the :guilabel:`Valuation Adjustments` tab to see the impact of the landed costs. The :guilabel:`Original Value` column lists the original price of the |PO|, the :guilabel:`Additional Landed Cost` column displays the landed cost, and the :guilabel:`New Value` displays the sum of the two, for the total cost of the |PO|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:144 +msgid "Once ready, click :guilabel:`Validate` to post the landed cost entry to the accounting journal." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:146 +msgid "This causes a :guilabel:`Valuation` smart button to appear at the top of the form. Click the :guilabel:`Valuation` smart button to open a :guilabel:`Stock Valuation` page, with the product's updated valuation listed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:151 +msgid "For a :guilabel:`Valuation` smart button to appear upon validation, the product's :guilabel:`Product Type` **must** be set to :guilabel:`Storable`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:154 +msgid "To view the valuation of *every* product, including landed costs, navigate to :menuselection:`Inventory app --> Reporting --> Valuation`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:158 +msgid "Each journal entry created for a landed cost on a vendor bill can be viewed in the *Accounting* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:161 +msgid "To locate these journal entries, navigate to :menuselection:`Accounting app --> Accounting --> Journal Entries`, and locate the correct entry, by number (i.e. `PBNK1/2024/XXXXX`)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:164 +msgid "Click into the journal entry to view the :guilabel:`Journal Items`, and other information about the entry." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:0 +msgid "Journal Entry form for landed cost created from vendor bill." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:3 msgid "Using inventory valuation" msgstr "" diff --git a/locale/sources/marketing.pot b/locale/sources/marketing.pot index 2922c49f6..49920153c 100644 --- a/locale/sources/marketing.pot +++ b/locale/sources/marketing.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-11-04 11:48+0000\n" +"POT-Creation-Date: 2024-12-02 12:38+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -1007,134 +1007,234 @@ msgid "Analyze metrics" msgstr "" #: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:7 -msgid "In order to properly understand the success or failure of an email marketing campaign, it is necessary to monitor several key metrics. The insights gained from these metrics can then be used to optimize future campaigns. Odoo's *Email Marketing* application tracks several :ref:`key metrics `, that can be interpreted to improve future campaigns." +msgid "In order to properly understand the success or failure of an email marketing campaign, it is necessary to monitor several key metrics. The insights gained from these metrics can then be used to optimize future campaigns. Odoo's **Email Marketing** application tracks several :ref:`key metrics `, that can be interpreted through :ref:`reports ` to improve future campaigns." msgstr "" -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:13 +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:16 msgid "View metrics" msgstr "" -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:15 +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:18 msgid "After a mass mail has been sent, the results for that particular mailing are displayed in multiple locations." msgstr "" -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:18 -msgid "To access the metrics for an individual mailing, navigate to :menuselection:`Email Marketing app --> Mailings`. Locate the specific mailing in the list view, and use the column headings to view the results for that mailing. Click on one of the mailings in the list to open the record. At the top of the record, detailed metrics are displayed as smart buttons." +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:21 +msgid "To access the metrics for an individual mailing, navigate to :menuselection:`Email Marketing app --> Mailings`. Locate the specific mailing in the list view, and use the column headings to view the results for that mailing. Click on one of the mailings in the list to open the record." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:25 +msgid "At the top of the record, detailed metrics are displayed as smart buttons." msgstr "" #: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:-1 msgid "The smart buttons on a mass mailing, displaying the results of the message." msgstr "" -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:28 -msgid "Click on the smart buttons to see the recipient records for each metric." -msgstr "" - -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:33 +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:32 msgid "Opened rate" msgstr "" -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:35 -msgid "The *Opened* rate measures the percentage of emails opened by recipients against the total number of sent emails." +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:34 +msgid "The percentage of emails opened by recipients, against the total number of sent emails." msgstr "" -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:38 -msgid "A high open rate may indicate that the subject line was timely, compelling, and successfully prompted the recipients to view the message." +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:36 +msgid "In cases where a reply is expected, such as cold outreach emails, high open rate may indicate the subject line was timely, compelling, and successfully prompted the recipients to view the message." msgstr "" -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:41 -msgid "A low open rate may indicate the subject line failed to capture the recipients' interest. It could also indicate the email ended up in a spam or junk folder due to having a poor sender reputation or failing to :doc:`configure the proper DNS records <../../general/email_communication/email_domain>`." +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:39 +msgid "In cases where a reply is not expected, such as promotional emails, it may indicate an issue with the email, such as incorrect product links or coupon codes." msgstr "" -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:46 +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:42 +msgid "In cases where a reply is expected, a low open rate may indicate the subject line failed to capture the recipients' interest or the message ended up in a spam or junk folder. It could also indicate the email ended up in a spam or junk folder." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:47 +msgid "Emails that consistently land in recipient spam folders could be due to having a poor sender reputation (i.e. high unsubscribe rate, high percentage of past emails marked as spam, etc.), or failing to :doc:`configure the proper DNS records <../../general/email_communication/email_domain>`." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:53 msgid "Replied rate" msgstr "" -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:48 -msgid "The *Replied* rate measures the percentage of recipients who responded to the email directly against the total number of sent emails." +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:55 +msgid "The percentage of recipients who responded to the email, against the total number of sent emails." msgstr "" -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:51 +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:57 msgid "A high replied rate may indicate the email resonated with recipients, prompting them to take action or provide feedback." msgstr "" -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:54 -msgid "A low replied rate may suggest that the message lacked relevance or did not contain a clear call to action." +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:60 +msgid "A low replied rate may suggest the message lacked relevance or did not contain a clear call-to-action." msgstr "" -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:58 +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:64 msgid "Clicked rate" msgstr "" -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:60 -msgid "The *Clicked* through rate (CTR), measures the percentage of recipients who clicked on a link within the email against the total number of sent emails." +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:66 +msgid "This represents the *Clicked through rate (CTR)*, which measures the percentage of recipients who clicked on a link within the email, against the total number of sent emails." msgstr "" -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:63 +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:70 msgid "A high |CTR| may indicate the email content was relevant and appropriately targeted. Recipients were motivated to click the links provided, and likely found the content engaging." msgstr "" -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:66 -msgid "A low |CTR| may indicate issues with either the targeting, or the content itself. Recipients may have been unmotivated by the calls to action, if there were any, or the message itself may have been directed toward the wrong audience." +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:73 +msgid "A low |CTR| may indicate issues with either the targeting, or the content itself. Recipients may have been unmotivated by the calls-to-action, if there were any, or the message itself may have been directed toward the wrong audience." msgstr "" -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:71 +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:78 msgid "Received rate" msgstr "" -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:73 -msgid "The *Received* rate measures the percentage of emails that were successfully delivered against the total number of sent emails." +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:80 +msgid "This rate measures the percentage of emails that were **successfully** delivered, against the total number of sent emails." msgstr "" -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:76 -msgid "A high received rate can indicate that the mailing list used is up to date and the sender authentication is trusted by email providers." -msgstr "" - -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:79 -msgid "A low received rate may indicate issues either with the mailing list used for the mailing or with the sender authentication. View the :ref:`email-marketing/deliverability-issues` section for more information." -msgstr "" - -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:84 -msgid "Bounced rate" +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:83 +msgid "A high received rate can indicate the mailing list used is up-to-date, and the sender authentication is trusted by email providers." msgstr "" #: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:86 -msgid "The *Bounced* rate measures the percentage of emails that were unsuccessfully delivered, against the total number of sent emails." +msgid "A low received rate may indicate issues, either with the mailing list used for the mailing, or with the sender authentication. View the :ref:`email-marketing/deliverability-issues` section for more information." msgstr "" -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:89 -msgid "A high bounce rate could indicate issues either with the mailing list used for the mailing or with the sender authentication." +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:91 +msgid "Bounced rate" msgstr "" -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:92 -msgid "A low bounce rate may indicate that the mailing list used is up to date and the sender authentication is trusted by email providers. View the :ref:`email-marketing/deliverability-issues` section for more information." +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:93 +msgid "This rate measures the percentage of emails that were **unsuccessfully** delivered, and did not enter a recipient's inbox, against the total number of sent emails." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:96 +msgid "A high bounce rate could indicate issues, either with the mailing list used for the mailing, or with the sender authentication." msgstr "" #: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:99 -msgid "Deliverability issues" +msgid "A low bounce rate may indicate that the mailing list used is up-to-date, and the sender authentication is trusted by email providers. View the :ref:`email-marketing/deliverability-issues` section for more information." msgstr "" -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:101 -msgid "The following define possible reasons for a high bounce rate or low received rate:" +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:104 +msgid "Click on the respective smart buttons to see all the corresponding recipient records that are attributed to each metric. When these filtered records are in view, multiple types of reports can be run for further analysis." msgstr "" -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:103 -msgid "Using a mailing list that contains outdated contact information, or malformed email addresses are likely to result in a high bounce rate and/or a low received rate." -msgstr "" - -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:105 -msgid "Mailings sent using a *From* email address that differs from the sender's domain are likely to bounce with certain email providers due to failing :ref:`DMARC authentication `." -msgstr "" - -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:108 -msgid "Failing to :doc:`configure the proper DNS records <../../general/email_communication/email_domain>` can also result in a high bounce rate." -msgstr "" - -#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:112 -msgid ":ref:`Mailing campaigns `" +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:111 +msgid "Create metrics reports" msgstr "" #: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:113 +msgid "Individual metrics can be analyzed by creating a report. To begin, click on the smart button of the desired metric." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:116 +msgid "Next, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` to the right of the search bar to see a drop-down menu of filtering and grouping parameters." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:119 +msgid ":guilabel:`Filters`, located in the left column of the search options, can be used to keep only the results that fit the filter. For example, selecting the *Bounced* filter only shows emails that could not be delivered." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:123 +msgid ":guilabel:`Group By`, found in the middle column, is used to organize the results into groups, and can be used with or without filters." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:127 +msgid "Setting multiple :guilabel:`Group By` options creates nested groups, according to which option is selected first. For example, selecting :guilabel:`Sent Period`, followed by :guilabel:`Add Custom Group --> Responsible`, in the :guilabel:`Group By` column, sorts all results *first* by the sent period, *then* by the team member responsible. This is a useful metric for analyzing who on the team is sending in volume or quantity over a set time period." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:133 +msgid "This can be verified by looking at the direction, and order, of the selections in the group tile that appears in the search bar after the selections are made." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:137 +msgid "A monthly newsletter has been sent out, and 6.9% of the sent emails were bounced." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:0 +msgid "The metrics smart buttons of the newsletter." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:143 +msgid "To see what these bounced recipients have in common, the records are grouped using a custom group targeting :guilabel:`Mailing Lists`, which groups all records by the mailing lists they are on. The records are then filtered using a custom filter with the rule `Created on >= 07/01/2024 00:00:00`, to filter by when the mailing list was last checked. This filter only includes recipients that have been created on, or after, July 1st, 2024, in the report." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:0 +msgid "The custom filter creation form." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:153 +msgid "Using these configurations, it is evident that all the recipients with bounced emails were added after the list was last checked. Looking closer at the domains, it is evident that each recipient has a malformed email domain (i.e: @yaoo.com instead of @yahoo.com), likely due to a manual entry error while updating the database." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:0 +msgid "A list of bounced email addresses with malformed email domains." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:163 +msgid "View :doc:`../../essentials/search` for more information about making custom groups and filters." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:169 +msgid "Mass mailing analysis" +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:171 +msgid "It is also possible to analyze the success between mailing campaigns by creating a *Mass Mailing Analysis* report. To begin, navigate to :menuselection:`Email Marketing app --> Reporting --> Mass Mailing Analysis`." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:175 +msgid "A dashboard appears displaying a bar chart containing each mailing campaign. By default, :guilabel:`Sent` is selected, displaying the number of sent records on the y-axis. To change the measure, click the :guilabel:`Measures` button, and select the desired measure from the drop-down menu." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:181 +msgid "The following chart displays the number of opened emails from two different mass mailings." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:183 +msgid "In this view, it can be seen that the first mass mailing led to a higher opened rate than the second. Because a lower opened rate can sometimes be attributed to a subject line that failed to capture readers' attention, the subject line of each mass mailing can be a good place to begin looking." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:0 +msgid "A bar chart displaying the different opened rate between two mass mailing campaigns." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:192 +msgid "Comparing the two subject lines, it is clear the newsletter's subject line was less engaging, which may have led to the lower opened rate, when compared to the other mass mailing." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:0 +msgid "alt text" +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:200 +msgid "Deliverability issues" +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:202 +msgid "The following define possible reasons for a high bounce rate or low received rate:" +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:204 +msgid "Using a mailing list that contains outdated contact information, or malformed email addresses are likely to result in a high bounce rate and/or a low received rate." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:206 +msgid "Mailings sent using a *From* email address that differs from the sender's domain are likely to bounce with certain email providers due to failing :ref:`DMARC authentication `." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:209 +msgid "Failing to :doc:`configure the proper DNS records <../../general/email_communication/email_domain>` can also result in a high bounce rate." +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:213 +msgid ":ref:`Mailing campaigns `" +msgstr "" + +#: ../../content/applications/marketing/email_marketing/analyze_metrics.rst:214 msgid ":doc:`Manage unsubscriptions `" msgstr "" diff --git a/locale/sources/productivity.pot b/locale/sources/productivity.pot index eb12799ae..4a0a0b38a 100644 --- a/locale/sources/productivity.pot +++ b/locale/sources/productivity.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-11-04 11:48+0000\n" +"POT-Creation-Date: 2024-12-02 12:38+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -385,7 +385,7 @@ msgid "Information added to the :guilabel:`Extra Message on Confirmation` field msgstr "" #: ../../content/applications/productivity/calendar/google.rst:3 -msgid "Synchronize Google calendar with Odoo" +msgid "Google Calendar synchronization" msgstr "" #: ../../content/applications/productivity/calendar/google.rst:5 @@ -1525,124 +1525,285 @@ msgid "Discuss" msgstr "" #: ../../content/applications/productivity/discuss.rst:8 -msgid "Odoo *Discuss* is an internal communication app that allows users to connect through messages, notes, and file sharing, either through a persistent chat window that works across applications, or through the dedicated *Discuss* dashboard." +msgid "Odoo **Discuss** is an internal communication app that allows users to connect through messages, notes, file sharing, and video calls. **Discuss** enables communication through a persistent chat window that works across applications, or through the dedicated *Discuss* dashboard." +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:12 +msgid "Upon opening the :menuselection:`Discuss app`, the :guilabel:`Discuss` dashboard appears." msgstr "" #: ../../content/applications/productivity/discuss.rst:15 -msgid "Choose notifications preference" +msgid "Inbox, starred, and history" msgstr "" #: ../../content/applications/productivity/discuss.rst:17 -msgid "Access user-specific preferences for the *Discuss* app by navigating to :menuselection:`Settings app --> Users --> User --> Preferences tab`." +msgid "Upon opening the :menuselection:`Discuss app`, the *Discuss* dashboard appears." +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:19 +msgid "On the :guilabel:`Discuss` dashboard, unread messages are visible in the :icon:`fa-inbox` :guilabel:`Inbox`. :icon:`fa-star-o` :guilabel:`Starred` is where starred messages are stored. :icon:`fa-history` :guilabel:`History` shows chatter updates for records in the Odoo database the user has been assigned to, or tagged on." +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:25 +msgid "Direct messages" +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:27 +msgid "*Direct messages* allow the user to communicate privately with one or multiple team members. To start a new direct message, click the :icon:`fa-plus` icon, next to :guilabel:`Direct Messages` on the :guilabel:`Discuss` dashboard, and enter the name of the desired person in the :guilabel:`Start a conversation` search bar that appears." +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:33 +msgid "Multiple names can be selected in the :guilabel:`Start a conversation` search bar. Once all of the names have been entered, press :kbd:`Enter`." +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:37 +msgid "Direct message actions" +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:39 +msgid "Hover over a direct message in the chat window to see a menu of actions to take on the message." +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:41 +msgid ":icon:`oi-smile-add` :guilabel:`(Add a Reaction)`: open a drop-down menu of emojis that can be used to react to the direct message." +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:43 +msgid ":icon:`fa-reply` :guilabel:`(Reply)`: reply to the direct message in a thread." +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:44 +msgid ":icon:`fa-star-o` :guilabel:`(Mark as Todo)`: add the message to the :guilabel:`Starred` tab." +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:45 +msgid ":icon:`fa-ellipsis-h` :guilabel:`(Expand)`: reveals more message actions, including:" +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:47 +msgid ":icon:`fa-thumb-tack` :guilabel:`Pin`" +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:48 +msgid ":icon:`fa-eye-slash` :guilabel:`Mark as Unread`" +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:49 +msgid ":icon:`fa-pencil` :guilabel:`Edit`" +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:50 +msgid ":icon:`fa-trash` :guilabel:`Delete`" +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:53 +msgid "Conversation actions" +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:55 +msgid "The icons in the top-right corner of a direct message conversation represent different actions the user can take on that conversation." +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:58 +msgid "Click :icon:`fa-bell` :guilabel:`Notification Settings` to set up notification preferences for the conversation, or click :icon:`fa-phone` :guilabel:`Start a Call` to begin a meeting. See the :ref:`Meetings ` section for more information about meetings." +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:62 +msgid "At the top of the direct message window, click the name of the direct message to change the group name, and choose to add a description in the adjacent :guilabel:`Add a description` field." +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:-1 +msgid "View of the conversation actions." +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:70 +msgid "The :guilabel:`Add a description` field is **only** available for group messages with more than two participants." +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:74 +msgid "User status" +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:76 +msgid "It is helpful to see what colleagues are up to, and how quickly they can respond to messages, by checking their status. The status is displayed as a circle in the bottom-right corner of a contact's photo in the :icon:`fa-users` :guilabel:`(Members List)`." +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:80 +msgid "The color of the circle represents the user's status:" +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:82 +msgid "Green = online" +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:83 +msgid "Orange = away" +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:84 +msgid "White = offline" +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:85 +msgid "Airplane = out of the office" +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:88 +msgid "Leave a direct message conversation" +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:90 +msgid "To leave a direct message conversations, click the :icon:`fa-times` :guilabel:`(Leave this channel)` icon next to the conversation name in the :guilabel:`Direct Messages` section of the sidebar." +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:94 +msgid "Leaving a conversation does **not** delete the direct messages in the conversation. The direct message conversation's history is visible when another direct message with the same person, or group, is created." +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:101 +msgid "Meetings" +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:103 +msgid "In **Discuss**, *Meetings* are video calls. To start a meeting from the :guilabel:`Discuss` dashboard, click :guilabel:`Start a meeting` in the top-left corner, and select who to invite to the meeting, via the :guilabel:`Invite People` drop-down window that appears. To start a meeting from a direct message, click the :icon:`fa-phone` :guilabel:`Start a Call` icon in the top-right corner." +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:-1 +msgid "View of a Meeting in Odoo Discuss." +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:111 +msgid "Once a meeting has been started, the following buttons can be used:" +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:114 +msgid "Icon" +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:114 +#: ../../content/applications/productivity/knowledge/articles_editing.rst:119 +#: ../../content/applications/productivity/knowledge/articles_editing.rst:149 +#: ../../content/applications/productivity/knowledge/articles_editing.rst:169 +#: ../../content/applications/productivity/knowledge/articles_editing.rst:183 +#: ../../content/applications/productivity/knowledge/articles_editing.rst:201 +#: ../../content/applications/productivity/knowledge/articles_editing.rst:215 +#: ../../content/applications/productivity/knowledge/articles_editing.rst:240 +msgid "Use" +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:116 +msgid ":icon:`fa-microphone`" +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:116 +msgid ":guilabel:`Mute`" +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:118 +msgid ":icon:`fa-microphone-slash`" +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:118 +msgid ":guilabel:`Unmute`" +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:120 +msgid ":icon:`fa-headphones`" +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:120 +msgid ":guilabel:`Deafen`" +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:122 +msgid ":icon:`fa-deaf`" +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:122 +msgid ":guilabel:`Undeafen`" +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:124 +msgid ":icon:`fa-video-camera`" +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:124 +msgid ":guilabel:`Turn camera on/off`" +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:126 +msgid ":icon:`fa-hand-paper-o`" +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:126 +msgid ":guilabel:`Raise Hand`" +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:128 +msgid ":icon:`fa-desktop`" +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:128 +msgid ":guilabel:`Share Screen`" +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:130 +msgid ":icon:`fa-arrows-alt`" +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:130 +msgid ":guilabel:`Enter Full Screen`" +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:136 +msgid "User-specific notification preferences" +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:138 +msgid "Access user-specific preferences for the **Discuss** app by navigating to :menuselection:`Settings app --> Manage Users`, select a user, then click the :guilabel:`Preferences` tab." msgstr "" #: ../../content/applications/productivity/discuss.rst:-1 msgid "View of the Preferences tab for Odoo Discuss." msgstr "" -#: ../../content/applications/productivity/discuss.rst:23 -msgid "By default, the :guilabel:`Notification` field is set as :guilabel:`Handle by Emails`. With this setting enabled, a notification email will be sent by Odoo every time a message is sent from the chatter, a note is sent with an `@` mention (from chatter), or a notification is sent for a record that the user follows. Something that triggers a notification is changing of the stage (if an email\\ is configured to be sent, for example if the task is set to :guilabel:`Done`)." +#: ../../content/applications/productivity/discuss.rst:144 +msgid "By default, the :guilabel:`Notification` field is set as :guilabel:`Handle by Emails`. With this setting enabled, a notification email is sent by Odoo every time a message is sent from the chatter of a record, a note is sent with an `@` mention (from the chatter of a record), or a notification is sent for a record the user follows." msgstr "" -#: ../../content/applications/productivity/discuss.rst:29 -msgid "By choosing :guilabel:`Handle in Odoo`, the above notifications are shown in the *Discuss* app's *inbox*. Messages can have the following actions taken on them: respond with an emoji by clicking :guilabel:`Add a Reaction`, or reply to the message by clicking on :guilabel:`Reply`. Additional actions may include starring the message by clicking :guilabel:`Marked as Todo`, or pinning the message by selecting :guilabel:`Pin` or even mark the message as unread by selecting :guilabel:`Marked as unread`." +#: ../../content/applications/productivity/discuss.rst:149 +msgid "By choosing :guilabel:`Handle in Odoo`, the above notifications are shown in the **Discuss** app's *Inbox*." +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:153 +msgid "Chat from different applications" +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:155 +msgid "The **Discuss** application enables communication across all of Odoo's applications. To view chats and channels, or start a new message, select the speech bubbles that are consistently present in the upper-right corner of the database header." msgstr "" #: ../../content/applications/productivity/discuss.rst:-1 -msgid "View of an inbox message and its action options in Odoo Discuss." +msgid "Use Discuss across other applications by clicking the speech bubbles." msgstr "" -#: ../../content/applications/productivity/discuss.rst:39 -msgid "Clicking :guilabel:`Mark as Todo` on a message causes it to appear on the :guilabel:`Starred` page, while clicking :guilabel:`Mark as Read` moves the message to :guilabel:`History`." -msgstr "" - -#: ../../content/applications/productivity/discuss.rst:-1 -msgid "View of messages marked as todo in Odoo Discuss." -msgstr "" - -#: ../../content/applications/productivity/discuss.rst:46 -msgid "Start chatting" -msgstr "" - -#: ../../content/applications/productivity/discuss.rst:48 -msgid "The first time a user logs in to their account, OdooBot sends a message asking for permission to send desktop notifications for chats. If accepted, the user will receive push notifications on their desktop for the messages they receive, regardless of where the user is in Odoo." -msgstr "" - -#: ../../content/applications/productivity/discuss.rst:-1 -msgid "View of the messages under the messaging menu emphasizing the request for push\n" -"notifications for Odoo Discuss." -msgstr "" - -#: ../../content/applications/productivity/discuss.rst:57 -msgid "To stop receiving desktop notifications, reset the notifications settings of the browser." -msgstr "" - -#: ../../content/applications/productivity/discuss.rst:59 -msgid "To start a chat, go to the :menuselection:`Discuss` app and click on the :guilabel:`+ (plus)` icon next to :guilabel:`Direct Messages` or :guilabel:`Channels` in the left menu of the dashboard." -msgstr "" - -#: ../../content/applications/productivity/discuss.rst:-1 -msgid "View of Discuss's panel emphasizing the titles channels and direct messages in Odoo\n" -"Discuss." -msgstr "" - -#: ../../content/applications/productivity/discuss.rst:67 -msgid "A company can also easily create :doc:`public and private channels `." -msgstr "" - -#: ../../content/applications/productivity/discuss.rst:70 -msgid "Mentions in the chat and on the chatter" -msgstr "" - -#: ../../content/applications/productivity/discuss.rst:72 -msgid "To mention a user within a chat or the chatter, type `@user-name`; to refer to a channel, type `#channel-name`. The user mentioned will be notified in their *inbox* or through an email, depending on their communication settings." -msgstr "" - -#: ../../content/applications/productivity/discuss.rst:-1 -msgid "View of a couple of chat window messages for Odoo Discuss." -msgstr "" - -#: ../../content/applications/productivity/discuss.rst:80 -msgid "When a user is mentioned, the search list (list of names) suggests values first based on the task's followers, and secondly on employees. If the record being searched does not match with either a follower or employee, the scope of the search becomes all partners." -msgstr "" - -#: ../../content/applications/productivity/discuss.rst:85 -msgid "User status" -msgstr "" - -#: ../../content/applications/productivity/discuss.rst:87 -msgid "It is helpful to see what colleagues are up to and how quickly they can respond to messages by checking their *status*. The status is shown on the left side of a contact's name on the :guilabel:`Discuss` sidebar, on the *messaging menu* and when listed in the *chatter*." -msgstr "" - -#: ../../content/applications/productivity/discuss.rst:91 -msgid "Green = online" -msgstr "" - -#: ../../content/applications/productivity/discuss.rst:92 -msgid "Orange = away" -msgstr "" - -#: ../../content/applications/productivity/discuss.rst:93 -msgid "White = offline" -msgstr "" - -#: ../../content/applications/productivity/discuss.rst:94 -msgid "Airplane = out of the office" -msgstr "" - -#: ../../content/applications/productivity/discuss.rst:-1 -msgid "View of the contacts' status for Odoo Discuss." -msgstr "" - -#: ../../content/applications/productivity/discuss.rst:101 +#: ../../content/applications/productivity/discuss.rst:163 msgid ":doc:`discuss/team_communication`" msgstr "" -#: ../../content/applications/productivity/discuss.rst:102 +#: ../../content/applications/productivity/discuss.rst:164 #: ../../content/applications/productivity/discuss/team_communication.rst:114 msgid ":doc:`/applications/essentials/activities`" msgstr "" +#: ../../content/applications/productivity/discuss.rst:165 +msgid ":doc:`discuss/ice_servers`" +msgstr "" + +#: ../../content/applications/productivity/discuss.rst:166 +msgid ":doc:`discuss/chatter`" +msgstr "" + #: ../../content/applications/productivity/discuss/chatter.rst:3 msgid "Chatter" msgstr "" @@ -3032,16 +3193,6 @@ msgstr "" msgid "Command" msgstr "" -#: ../../content/applications/productivity/knowledge/articles_editing.rst:119 -#: ../../content/applications/productivity/knowledge/articles_editing.rst:149 -#: ../../content/applications/productivity/knowledge/articles_editing.rst:169 -#: ../../content/applications/productivity/knowledge/articles_editing.rst:183 -#: ../../content/applications/productivity/knowledge/articles_editing.rst:201 -#: ../../content/applications/productivity/knowledge/articles_editing.rst:215 -#: ../../content/applications/productivity/knowledge/articles_editing.rst:240 -msgid "Use" -msgstr "" - #: ../../content/applications/productivity/knowledge/articles_editing.rst:120 msgid ":guilabel:`Bulleted list`" msgstr "" diff --git a/locale/sources/sales.pot b/locale/sources/sales.pot index 638da90a6..28f9b2d24 100644 --- a/locale/sources/sales.pot +++ b/locale/sources/sales.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-11-04 11:48+0000\n" +"POT-Creation-Date: 2024-12-02 12:38+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -61,7 +61,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:15 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:20 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:12 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:16 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:14 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:19 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:17 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:13 @@ -5432,7 +5432,7 @@ msgid "Epson printers using Wi-Fi/Ethernet connections and following the `EPOS S msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:60 -msgid "Thermal printers using ESC/POS or StarPRNT protocol are compatible **with** an :doc:`IoT Box `." +msgid "Thermal printers using ESC/POS are compatible **with** an :doc:`IoT Box `." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:62 @@ -6114,7 +6114,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:73 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:41 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:30 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:55 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:53 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:22 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:81 @@ -6420,38 +6420,34 @@ msgid "Connecting a SIX payment terminal allows you to offer a fluid payment flo msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:9 -msgid "Starting in July 2022, it will **not** be possible anymore to connect and use a Six payment terminal in PoS." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:11 msgid "Even though Worldline has recently acquired SIX Payment Services and both companies use Yomani payment terminals, the firmware they run is different. Terminals received from Worldline are therefore not compatible with this integration." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:19 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:17 msgid "Install the POS IoT Six module" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:21 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:19 msgid "To activate the POS IoT Six module, go to :guilabel:`Apps`, remove the :guilabel:`Apps` filter, and search for **POS IoT Six**. This module adds the necessary driver and interface to your database to detect Six terminals." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:26 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:24 msgid "This module replaces the **POS Six** module." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:29 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:27 msgid "Connect an IoT box" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:31 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:29 msgid "Connecting a Six payment terminal to Odoo is requires :doc:`using a Raspberry Pi or virtual (for Windows OS only) IoT box `." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:35 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:33 msgid "Configure the terminal ID" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:37 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:35 msgid "Navigate to your IoT Box homepage, where you can find the :guilabel:`Six payment terminal` field once your database server is connected to the IoT box. Click :guilabel:`Configure`, fill in the :guilabel:`Terminal ID` field with the ID received from Six, and click :guilabel:`Connect`. Your Six terminal ID should appear in the :guilabel:`Current Terminal Id` section." msgstr "" @@ -6459,7 +6455,7 @@ msgstr "" msgid "Setting the Six terminal ID" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:45 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:43 msgid "Odoo automatically restarts the IoT box when the Six terminal ID is configured. If your Six terminal is online, it will be automatically detected and connected to the database. Check the IoT box homepage under the :guilabel:`Payments` section to confirm the connection." msgstr "" @@ -6467,7 +6463,7 @@ msgstr "" msgid "Confirming the connection to the Six payment terminal" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:57 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:55 msgid "Enable the payment terminal :ref:`in the application settings ` and :doc:`create the related payment method <../../payment_methods>`. Set the journal type as :guilabel:`Bank` and select :guilabel:`SIX IOT` in the :guilabel:`Use a Payment Terminal` field. Then, select your terminal device in the :guilabel:`Payment Terminal Device` field." msgstr "" diff --git a/locale/sources/websites.pot b/locale/sources/websites.pot index 8feae0d8a..871da4372 100644 --- a/locale/sources/websites.pot +++ b/locale/sources/websites.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-11-04 11:48+0000\n" +"POT-Creation-Date: 2024-12-02 12:38+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -1755,91 +1755,71 @@ msgid "Cross-selling and upselling" msgstr "" #: ../../content/applications/websites/ecommerce/products/cross_upselling.rst:5 -msgid "Any sales process is an opportunity to maximize revenues. **Cross-selling and upselling** are sales techniques consisting in selling customers additional or more expensive products and services than what they were originally shopping for. It is a great way to maximize the value of each one of your customers." -msgstr "" - -#: ../../content/applications/websites/ecommerce/products/cross_upselling.rst:10 -msgid "**Cross-selling** can be done via **two** features:" +msgid ":ref:`Cross-selling ` and :ref:`upselling ` are sales techniques designed to encourage customers to purchase additional or higher-priced products and services from your :doc:`catalog`." msgstr "" #: ../../content/applications/websites/ecommerce/products/cross_upselling.rst:12 -msgid ":ref:`Optional products ` upon **adding to cart**;" -msgstr "" - -#: ../../content/applications/websites/ecommerce/products/cross_upselling.rst:13 -msgid ":ref:`Accessory products ` on the **checkout page**." -msgstr "" - -#: ../../content/applications/websites/ecommerce/products/cross_upselling.rst:15 -msgid "**Upselling** is only done via :ref:`alternative products ` on the **product page**." -msgstr "" - -#: ../../content/applications/websites/ecommerce/products/cross_upselling.rst:19 -msgid ":doc:`catalog`" -msgstr "" - -#: ../../content/applications/websites/ecommerce/products/cross_upselling.rst:22 msgid "Cross-selling" msgstr "" -#: ../../content/applications/websites/ecommerce/products/cross_upselling.rst:27 +#: ../../content/applications/websites/ecommerce/products/cross_upselling.rst:14 +msgid "Cross-selling can be achieved by suggesting :ref:`optional products ` when items are added to the cart or by recommending :ref:`accessory products ` on the checkout page." +msgstr "" + +#: ../../content/applications/websites/ecommerce/products/cross_upselling.rst:21 msgid "Optional products" msgstr "" -#: ../../content/applications/websites/ecommerce/products/cross_upselling.rst:29 -msgid "**Optional products** are suggested when customers click :guilabel:`Add to cart`, either from the **product page** or **catalog page**. Upon clicking, a pop-up window opens with the **optional products** displayed in the :guilabel:`Available Options` section." +#: ../../content/applications/websites/ecommerce/products/cross_upselling.rst:23 +msgid "**Optional products** are suggested when the customer selects a product and clicks :guilabel:`Add to cart`." +msgstr "" + +#: ../../content/applications/websites/ecommerce/products/cross_upselling.rst:26 +msgid "To enable **optional products**, go to :menuselection:`Website --> eCommerce --> Products`, select a product, go to the :guilabel:`Sales` tab, and enter the products you wish to feature in the :guilabel:`Optional Products` field." msgstr "" #: ../../content/applications/websites/ecommerce/products/cross_upselling.rst:-1 msgid "Optional products cross-selling" msgstr "" -#: ../../content/applications/websites/ecommerce/products/cross_upselling.rst:37 -msgid "To enable **optional products** go to :menuselection:`Website --> eCommerce --> Products`, select a product, go to the :guilabel:`Sales` tab, and enter the products you wish to feature in the :guilabel:`Optional Products` field. Optional products are **linked** to the product(s) they are set up with on the **product template**. They only appear when that product is added to the cart." -msgstr "" - -#: ../../content/applications/websites/ecommerce/products/cross_upselling.rst:43 -msgid "You can also access the :guilabel:`Sales` tab of the **product template** by selecting a product on your **main shop page** and clicking :guilabel:`Product` in the top-right corner." -msgstr "" - -#: ../../content/applications/websites/ecommerce/products/cross_upselling.rst:49 +#: ../../content/applications/websites/ecommerce/products/cross_upselling.rst:36 msgid "Accessory products" msgstr "" -#: ../../content/applications/websites/ecommerce/products/cross_upselling.rst:51 -msgid "**Accessory products** are displayed in the :guilabel:`Suggested Accessories` section before processing to checkout at the :guilabel:`Review Order` step." +#: ../../content/applications/websites/ecommerce/products/cross_upselling.rst:38 +msgid "**Accessory products** are showcased in the :guilabel:`Suggested Accessories` section during the :guilabel:`Review Order` step, just before proceeding to checkout." +msgstr "" + +#: ../../content/applications/websites/ecommerce/products/cross_upselling.rst:41 +msgid "To enable **accessory products**, go to :menuselection:`Website --> eCommerce --> Products`, select a product, go to the :guilabel:`Sales` tab, and enter the products you wish to feature in the :guilabel:`Accessory Products` field." msgstr "" #: ../../content/applications/websites/ecommerce/products/cross_upselling.rst:-1 msgid "Suggested accessories at checkout during cart review" msgstr "" -#: ../../content/applications/websites/ecommerce/products/cross_upselling.rst:58 -msgid "To enable **accessory products**, go to :menuselection:`Website --> eCommerce --> Products`, select a product, go to the :guilabel:`Sales` tab, and enter the products you wish to feature in the :guilabel:`Accessory Products` field. Suggested accessory products are **linked** to the product(s) they are set up with on the **product template**. They only appear when that product is at the checkout process review." -msgstr "" - -#: ../../content/applications/websites/ecommerce/products/cross_upselling.rst:65 +#: ../../content/applications/websites/ecommerce/products/cross_upselling.rst:51 msgid "Upselling" msgstr "" -#: ../../content/applications/websites/ecommerce/products/cross_upselling.rst:70 -msgid "Alternative products" -msgstr "" - -#: ../../content/applications/websites/ecommerce/products/cross_upselling.rst:72 -msgid "**Alternative products** are suggested on the **product page** and usually incentivize customers to buy a more expensive variant or product than the one they were initially shopping for." +#: ../../content/applications/websites/ecommerce/products/cross_upselling.rst:53 +msgid "You can display **alternative products** at the bottom of the product page as an upselling technique, encouraging customers to consider a more expensive variant or product than their initial choice by presenting appealing alternatives." msgstr "" #: ../../content/applications/websites/ecommerce/products/cross_upselling.rst:-1 msgid "Alternative products on the product page" msgstr "" -#: ../../content/applications/websites/ecommerce/products/cross_upselling.rst:79 -msgid "To enable **alternative products**, go to :menuselection:`Website --> eCommerce --> Products`, select a product, go to the :guilabel:`Sales` tab, and enter the products you wish to feature in the :guilabel:`Alternative Products` field. Then, go to the related **product page** by clicking :guilabel:`Go To Website`, and click :menuselection:`Edit`. Stay on the :guilabel:`Blocks` tab, and scroll down to the :guilabel:`Dynamic Content` section. Then, drag and drop the :guilabel:`Products` building block anywhere on the **product page**." +#: ../../content/applications/websites/ecommerce/products/cross_upselling.rst:60 +msgid "To enable alternative products, navigate to :menuselection:`Website --> eCommerce --> Products`, select the desired product, and go to the :guilabel:`Sales` tab. In the :guilabel:`Alternative Products` field, add the products you want to feature." msgstr "" -#: ../../content/applications/websites/ecommerce/products/cross_upselling.rst:86 -msgid "When placed, in :guilabel:`Edit` mode, click the **block** to access various settings for that :guilabel:`Products` building block. In the :guilabel:`Filter` field, select :guilabel:`Alternative Products`. You can configure several additional settings, such as how many elements are displayed (:guilabel:`Fetched Elements`), the :guilabel:`Template` used, etc." +#: ../../content/applications/websites/ecommerce/products/cross_upselling.rst:64 +msgid "Click :guilabel:`Go to Website` to view the alternative products displayed at the bottom of the product page." +msgstr "" + +#: ../../content/applications/websites/ecommerce/products/cross_upselling.rst:67 +msgid "To adjust the settings, click :guilabel:`Edit` and select the related :doc:`building block <../../website/web_design/building_blocks>`. In the :guilabel:`Customize` tab, scroll to the :guilabel:`Alternative Products` section and modify the settings as needed to tailor the display to your preferences." msgstr "" #: ../../content/applications/websites/ecommerce/products/price_management.rst:3