[IMP] accounting/l10n_mx: update invoice cancellations

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
-<https://www.sat.gob.mx/home>`_.
+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.
 
 Payment cancellations
 *********************