diff --git a/content/applications/finance/fiscal_localizations/mexico.rst b/content/applications/finance/fiscal_localizations/mexico.rst index 7dc0931a3..6486dc2ec 100644 --- a/content/applications/finance/fiscal_localizations/mexico.rst +++ b/content/applications/finance/fiscal_localizations/mexico.rst @@ -13,6 +13,7 @@ Mexico .. |PPD| replace:: :abbr:`PPD (Pago en Parcialidades o Diferido/Payment in Installements or Deferred)` .. |PUE| replace:: :abbr:`PUE (Pago en una Sola Exhibición/Payment in a Single Exhibition)` +.. |CFDI| replace:: :abbr:`CFDI (Comprobante Fiscal Digital por Internet)` Webinars ======== @@ -450,65 +451,80 @@ there are two requirements for this: - With all cancellation requests, you **must** specify a *cancellation reason*. - After 24 hours have passed since the creation of the invoice, the client **must** be asked to - accept the cancellation. + accept the cancellation (after 72 hours with no response, the cancellation will be processed). -There are four different cancellation reasons. In Odoo, you can cancel invoices with the reasons *01 -Invoices sent with errors with a relation*, and *02 Invoices sent with errors without a relation*. +Invoice cancellations can be made with four different reasons, each of which are broken down below: -The following sections break down the process of canceling invoices for each cancellation reason in -Odoo. +- 01 - Invoice issued with errors (with related document) +- 02 - Invoice issued with errors (no replacement) +- 03 - The operation was not carried out +- 04 - Nominative operation related to the global invoice -.. important:: - Odoo has certain limitations to canceling invoices in the |SAT|: The reasons 03 and 04 - (*Operation did not take place* and *Nominative transactions related to a global invoice*, - respectively) are not currently supported by Odoo. For this, you need to cancel the invoice - directly in the |SAT|, and press :guilabel:`Retry` in the :guilabel:`SAT Status field`. +To initiate a cancellation, navigate to :menuselection:`Accounting --> Customers --> Invoices`, and +select the posted invoice to cancel. -01 - invoices sent with errors with a relation -********************************************** +Next, click on the :guilabel:`Request Cancel` button to begin the cancellation. Upon doing so, the +:guilabel:`Request CFDI Cancellation` pop-up window opens. -This cancellation reason must be used when a new invoice needs to substitute the original one, due -to an error in any field. +.. tip:: + Alternatively, request a cancellation from the :guilabel:`CFDI` tab by clicking + :guilabel:`Cancel` on the line item. -Begin by navigating to :menuselection:`Accounting --> Customers --> Invoices`, and select the old -invoice. Copy the :guilabel:`Fiscal Folio` from the old invoice. Then, navigate to the new invoice, -and in the :guilabel:`CFDI Origin` field, add the value `04|` and paste the :guilabel:`Fiscal Folio` -of the old invoice after the value. Finally, sign the new document. +Next proceed to either the :ref:`l10n_mx/01-invoice-cancellation` or +:ref:`l10n_mx/02-03-04-invoice-cancellation` sections. -Next, navigate back to the old invoice, and notice the :guilabel:`Substituted By` field is now -available. Click the :guilabel:`Request EDI Cancellation` button on the old invoice, and then click -:guilabel:`Process Now` in the blue section that appears. The invoice status changes to -:guilabel:`Canceled`, and a confirmation is logged in the chatter. +.. _l10n_mx/01-invoice-cancellation: -Now, the invoice should be canceled in the |SAT| as well. You can confirm this was done correctly, -by pressing :guilabel:`Retry` in the |SAT| status field. +01 - Invoice issued with errors (with related document) +******************************************************* -If the document was canceled more than 24 hours after its creation, you may need to ask the client -to accept the cancellation in their “Buzón Tributario” directly from the `SAT website -`_. +In the :guilabel:`Request CFDI Cancellation` pop-up window, select :guilabel:`01 - Invoice issued +with errors (with related document)` from the :guilabel:`Reason` field and click the +:guilabel:`Create Replacement Invoice` button to create a new draft invoice. + +This new draft invoice replaces the previous invoice, along with the related |CFDI|. +:guilabel:`Confirm` the draft and :guilabel:`Send & Print` the invoice. + +Then, return to the initial invoice (from which you first requested the cancellation). Notice the +:guilabel:`Substituted By` field appears with a reference to the new replacement invoice. Once +again, click the :guilabel:`Request Cancel` button. + +In the :guilabel:`Request CFDI Cancellation` pop-up window, the :guilabel:`01 - Invoice issued +with errors (with related document)` option is automatically selected in the :guilabel:`Reason` +field. + +Finally, click the :guilabel:`Confirm` button. + +Upon doing so, the invoice cancellation is generated with a reason line item in the :guilabel:`CFDI` +tab. .. note:: - The `04|` is only a code that helps Odoo to perform this process. It has no relation to the - method 04 reason for cancellation. + If the client rejects the cancellation, the invoice cancellation line item is removed from the + :guilabel:`CFDI` tab. -.. image:: mexico/mx-01-invoice-cancellation-substitute.png - :alt: Old invoice with CFDI Origin. +.. image:: mexico/mx-invoice-cancellation-reason-01.png + :alt: Cancelled invoice line item in the CFDI tab. -.. image:: mexico/mx-01-invoice-cancellation.png - :alt: Invoice with the Substituted By field referencing the CFDI Origin invoice. +.. note:: + When using the *01 - Invoice issued with errors (with related document)* cancellation reason, the + `04|` prefix may appear in the :guilabel:`Fiscal Folio` field. This is an internal prefix used by + Odoo to complete the cancellation and it **does not** mean that the cancellation reason was *04 - + Nominative operation related to the global invoice*. -02 - invoices sent with errors without a relation -************************************************* +.. _l10n_mx/02-03-04-invoice-cancellation: -This cancellation reason has to be used when an invoice was sent with an error in any field, and -does not need to be replaced by another one. +Reasons 02, 03, and 04 +********************** -For this case, navigate to :menuselection:`Accounting --> Customers --> Invoices`, and select the -old invoice. From here, the only requirement is to click the :guilabel:`Request EDI Cancellation` -button, and then click the :guilabel:`Process Now` button. +In the :guilabel:`Request CFDI Cancellation` pop-up window, select the option specific to the +cancellation :guilabel:`Reason`, and :guilabel:`Confirm` the cancellation. -Because the field :guilabel:`Substituted By` does not appear when using this cancellation reason, -the |SAT| should automatically detect that the cancellation reason is 02. +Upon doing so, the invoice cancellation is generated with a reason line item in the :guilabel:`CFDI` +tab. + +.. note:: + If the client rejects the cancellation, the invoice cancellation line item is removed from the + :guilabel:`CFDI` tab. 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