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[IMP] accounting/l10n: update payment terms doc in Mexican localization

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SAT changed the rules related to how PPD and PUE payment terms are calculated, moving the date that determines whether it is one or the other from the 17th to the 1st. We have received several support calls and tickets where customers point this out to us.
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JGA 2020-11-18 10:43:48 -08:00 committed by Jonathan
parent e24bf2034a
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accounting/fiscal_localizations/localizations/mexico.rst
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@ -283,41 +283,41 @@ process in Odoo, this considerations to understand the behavior are important.
**1.1. How can I generate an invoice with payment term `PUE`?**
`According to the SAT documentation`_ a payment is classified as ``PUE`` if
the invoice was agreed to be fully payed before the 17th of the next
calendar month (the next month of the CFDI date), any other condition
will generate a ``PPD`` invoice.
it was agreed that the invoice would be fully payed before the 1st of the
next calendar month (the month after the one in the CFDI date); any other
condition will generate a ``PPD`` invoice.
**1.2. How can I get this with Odoo?**
**1.2. How is this done in Odoo?**
In order to set the appropriate CFDI payment term (PPD or PUE), you can
easily set it by using the ``Payment Terms`` defined in the invoice.
The appropriate CFDI payment term (PPD or PUE) is determined by the dates
and the ``Payment Terms`` that are selected in the invoice.
- If an invoice is generated without ``Payment Term`` the attribute
``MetodoPago`` will be ``PUE``.
``MetodoPago`` will always be ``PUE``.
- Today, if is the first day of the month and is generated an invoice with
``Payment Term`` ``30 Net Days`` the ``Due Date`` calculated is going to
be the first day of the following month, this means its before the 17th
of the next month, then the attribute ``MetodoPago`` will be ``PUE``.
- If this is the first week of the month and an invoice is generated
with ``Payment Term`` ``15 Net Days`` the calculated ``Due Date`` will
be before the 1st of the next month, which will result in the
attribute ``MetodoPago`` being ``PUE``.
- Today, if an invoice is generated with ``Payment Term`` ``30 Net Days``
and the ``Due Date`` is higher than the day 17 of the next month the
``MetodoPago`` will be ``PPD``.
- If this is not the first week of the month and an invoice is generated
with ``Payment Term`` ``30 Net Days``, the ``Due Date`` will be later higher
than the 1st day of the next month and the ``MetodoPago`` will be ``PPD``.
- If having a ``Payment Term`` with 2 lines or more, for example
``30% Advance End of Following Month``, this is an installments term,
then the attribute ``MetodoPago`` will be ``PPD``.
- If the ``Payment Term`` are defined with 2 or more lines (for example
``30% Advance`` and ``End of Following Month``), this is an installments
term, and the attribute ``MetodoPago`` will always be ``PPD``.
#. To test a normal signed payment just create an invoice with payment term
``30% Advance End of Following Month`` and then register a payment to it.
#. To test a normal signed payment just create an invoice with the payment term
``30% Advance, End of Following Month`` and register a payment to it.
#. You must print the payment in order to retrieve the PDF properly.
#. Regarding the "Payments in Advance" you must create a proper invoice with
the payment in advance itself as a product line setting the proper SAT code
following the procedure on the official documentation `given by the SAT`_
#. Regarding "Payments in Advance" you must create a proper invoice with
the advance payment itself as a product line setting the proper SAT code
following the procedure in the official documentation `given by the SAT`_
in the section **Apéndice 2 Procedimiento para la emisión de los CFDI en el
caso de anticipos recibidos**.
#. Related to topic 4 it is blocked the possibility to create a Customer
Payment without a proper invoice.
#. Related to topic 4, creating a Customer Payment without a proper invoice
is not allowed.
Accounting