[IMP] l10n_ec/accounting: ats report

closes odoo/documentation#8372

X-original-commit: 6ebc4d7b19
Signed-off-by: Roberto Palacios (rps) <rps@odoo.com>
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
This commit is contained in:
Sam Lieber (sali) 2024-03-08 11:54:22 -05:00
parent defed0ca0c
commit de73a61f2a
2 changed files with 58 additions and 0 deletions

View File

@ -66,6 +66,8 @@ localization:
When you install a database from scratch selecting `Ecuador` as the country, Odoo automatically
installs the base module :guilabel:`Ecuadorian - Accounting`.
.. _l10n_ec/configure-your-company:
Configure your company
----------------------
@ -586,3 +588,59 @@ includes the tax code within the parenthesis in order to report it to the SRI.
.. image:: ecuador/104-form.png
:align: center
:alt: Report 104 form for Ecuador.
ATS report
----------
:ref:`Install <general/install>` the *ATS Report* (`l10n_ec_reports_ats`) module to enable
downloading the ATS report in XML format.
.. note::
The Ecuadorian *ATS Report* module is dependent on the previous installation of the *Accounting*
app and the *Ecuadorian EDI module*.
Configuration
~~~~~~~~~~~~~
To issue electronic documents, ensure your company is configured as explained in the
:ref:`electronic invoice <l10n_ec/configure-your-company>` section.
In the :abbr:`ATS (Anexo Transaccional Simplificado)`, every document generated in Odoo (invoices,
vendor bills, sales and purchases withholdings, credit notes, and debit notes) will be included.
Vendor bills
************
When generating a vendor bill, it is necessary to register the authorization number from the
invoice that the vendor generated for the purchase. To do so, go to :menuselection:`Accounting
--> Vendors --> Bills` and select the bill. Then, enter the number from the vendor's invoice in the
:guilabel:`Authorization Number` field.
Credit and debit notes
**********************
When generating a credit note or debit note manually or through importation, it is necessary to link
this note to the sales invoice that is being modified by it.
.. note::
Remember to add all required information to the documents before downloading the :abbr:`ATS
(Anexo Transaccional Simplificado)` file. For example, add the *Authorization Number* and the
*SRI Payment Method* on documents, when needed.
XML generation
~~~~~~~~~~~~~~
To generate the :abbr:`ATS (Anexo Transaccional Simplificado)` report, go to
:menuselection:`Accounting --> Reports --> Tax Report` and choose a time period for the desired
:abbr:`ATS (Anexo Transaccional Simplificado)` report, then click :guilabel:`ATS`.
The downloaded XML file is ready to be uploaded to *DIMM Formularios*.
.. image:: ecuador/ats-report.png
:align: center
:alt: ATS report download for Ecuador in Odoo Accounting.
.. note::
When downloading the :abbr:`ATS (Anexo Transaccional Simplificado)` report, Odoo generates a
warning pop-up alerting the user if a document(s) has missing or incorrect data. Nevertheless,
the user can still download the XML file.

Binary file not shown.

After

Width:  |  Height:  |  Size: 15 KiB