diff --git a/locale/sources/administration.pot b/locale/sources/administration.pot index 9592a5354..9f6b102ac 100644 --- a/locale/sources/administration.pot +++ b/locale/sources/administration.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-11-05 09:20+0000\n" +"POT-Creation-Date: 2024-12-02 16:24+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/essentials.pot b/locale/sources/essentials.pot index 7062c5830..827a7832b 100644 --- a/locale/sources/essentials.pot +++ b/locale/sources/essentials.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-11-05 09:20+0000\n" +"POT-Creation-Date: 2024-12-02 16:24+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -1723,6 +1723,230 @@ msgstr "" msgid "Odoo sends a low-credit alert to the :guilabel:`Warning Email` when the balance of credits falls below the amount listed as the :guilabel:`Threshold`." msgstr "" +#: ../../content/applications/essentials/keyboard_shortcuts.rst:3 +msgid "Keyboard shortcuts" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:5 +msgid "Users in Odoo can utilize several keyboard shortcuts to navigate through modules, execute actions, and manage data." +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:9 +msgid "Hold :kbd:`Ctrl` to view the keyboard shortcuts assigned to each element on the interface." +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:0 +msgid "A selection of keyboard shortcuts in Odoo." +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:16 +msgid "Some keyboard shortcuts may not be available on different versions of Odoo or effective depending on browsers, extensions, or other individual settings." +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:20 +msgid "Keyboard shortcuts by operating system" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:22 +msgid "Below is a list of some of the most commonly used keyboard shortcuts within Odoo, listed by operating system." +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:29 +msgid "Description" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:30 +msgid "Windows / Linux" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:31 +msgid "macOS" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:32 +msgid "Previous breadcrumb" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:33 +msgid ":kbd:`Alt` + :kbd:`B`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:34 +msgid ":kbd:`Ctrl` + :kbd:`B`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:35 +msgid "Create new record" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:36 +msgid ":kbd:`Alt` + :kbd:`C`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:37 +msgid ":kbd:`Ctrl` + :kbd:`C`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:38 +msgid "Odoo Home Page" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:39 +msgid ":kbd:`Alt` + :kbd:`H`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:40 +msgid ":kbd:`Ctrl` + :kbd:`H`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:41 +msgid "Discard changes" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:42 +msgid ":kbd:`Alt` + :kbd:`J`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:43 +msgid ":kbd:`Ctrl` + :kbd:`J`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:44 +msgid "Save changes" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:45 +msgid ":kbd:`Alt` + :kbd:`S`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:46 +msgid ":kbd:`Ctrl` + :kbd:`S`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:47 +msgid "Next page" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:48 +msgid ":kbd:`Alt` + :kbd:`N`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:49 +msgid ":kbd:`Ctrl` + :kbd:`N`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:50 +msgid "Previous page" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:51 +msgid ":kbd:`Alt` + :kbd:`P`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:52 +msgid ":kbd:`Ctrl` + :kbd:`P`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:53 +msgid "Search" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:54 +msgid ":kbd:`Alt` + :kbd:`Q`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:55 +msgid ":kbd:`Ctrl` + :kbd:`Q`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:56 +msgid "Select menus" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:57 +msgid ":kbd:`Alt` + :kbd:`1-9`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:58 +msgid ":kbd:`Ctrl` + :kbd:`1-9`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:59 +msgid "Create a new To-Do" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:60 +msgid ":kbd:`Alt` + :kbd:`Shift` + :kbd:`T`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:61 +msgid ":kbd:`Ctrl` + :kbd:`Shift` + :kbd:`T`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:62 +msgid "Search a Knowledge article" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:63 +msgid ":kbd:`Alt` + :kbd:`F`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:64 +msgid ":kbd:`Ctrl` + :kbd:`F`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:65 +msgid "Share a Knowledge article" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:66 +msgid ":kbd:`Alt` + :kbd:`Shift` + :kbd:`S`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:67 +msgid ":kbd:`Ctrl` + :kbd:`Shift` + :kbd:`S`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:68 +msgid "Open command palette" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:69 +msgid ":kbd:`Ctrl` + :kbd:`K`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:70 +msgid ":kbd:`Command` + :kbd:`K`" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:73 +msgid "After opening the command palette, search using the following keyboard shortcuts:" +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:75 +msgid ":kbd:`/`: search for menus, applications, and modules." +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:76 +msgid ":kbd:`@`: search for users." +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:77 +msgid ":kbd:`#`: search for **Discuss** channels." +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:78 +msgid ":kbd:`?`: search for **Knowledge** articles." +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:80 +msgid "Enter a name (or term) in the search bar, or use the arrow keys to scroll through the available options. Then, click :kbd:`Ctrl` + :kbd:`Enter` to open the selected app, module, or menu in a new tab." +msgstr "" + +#: ../../content/applications/essentials/keyboard_shortcuts.rst:0 +msgid "The command palette in Odoo, with the menu search option selected." +msgstr "" + #: ../../content/applications/essentials/reporting.rst:3 msgid "Reporting" msgstr "" diff --git a/locale/sources/finance.pot b/locale/sources/finance.pot index 702879216..5f52ccfee 100644 --- a/locale/sources/finance.pot +++ b/locale/sources/finance.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-11-05 09:20+0000\n" +"POT-Creation-Date: 2024-12-02 16:24+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:88 #: ../../content/applications/finance/accounting/reporting.rst:5 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:88 @@ -131,8 +132,8 @@ msgstr "" #: ../../content/applications/finance/accounting.rst:135 #: ../../content/applications/finance/fiscal_localizations/austria.rst:28 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1205 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:418 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1202 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:452 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:712 msgid "Financial reports" msgstr "" @@ -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 "" @@ -195,7 +195,6 @@ msgstr "" #: ../../content/applications/finance/accounting.rst:157 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:140 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:138 #: ../../content/applications/finance/fiscal_localizations/peru.rst:367 msgid "Partner" msgstr "" @@ -440,7 +439,7 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/retention.rst:11 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:29 #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:18 -#: ../../content/applications/finance/fiscal_localizations.rst:21 +#: ../../content/applications/finance/fiscal_localizations.rst:16 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:17 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:894 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:963 @@ -452,10 +451,10 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:8 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:256 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:531 -#: ../../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 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:760 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:34 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:34 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:585 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:759 @@ -487,7 +486,6 @@ msgstr "" #: ../../content/applications/finance/payment_providers/authorize.rst:62 #: ../../content/applications/finance/payment_providers/demo.rst:9 #: ../../content/applications/finance/payment_providers/mollie.rst:8 -#: ../../content/applications/finance/payment_providers/paypal.rst:101 #: ../../content/applications/finance/payment_providers/wire_transfer.rst:30 msgid "Configuration" msgstr "" @@ -1491,6 +1489,7 @@ 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 "" @@ -1786,333 +1785,321 @@ 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/fiscal_localizations/colombia.rst:284 +#: ../../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:304 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:`Secure 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:96 -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:139 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:143 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:147 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:151 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:155 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:159 -#: ../../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 -#: ../../content/applications/finance/fiscal_localizations/india.rst:207 -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 @@ -3512,6 +3499,20 @@ 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:139 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:143 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:147 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:151 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:155 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:159 +#: ../../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 "" @@ -3544,10 +3545,6 @@ 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 "" @@ -3898,7 +3895,7 @@ 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 @@ -4191,6 +4188,27 @@ 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:363 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:373 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:200 +#: ../../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 "" @@ -4407,216 +4425,216 @@ 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:240 #: ../../content/applications/finance/fiscal_localizations/france.rst:240 -#: ../../content/applications/finance/fiscal_localizations/india.rst:209 +#: ../../content/applications/finance/fiscal_localizations/india.rst:212 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:88 #: ../../content/applications/finance/fiscal_localizations/france.rst:111 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/fiscal_localizations/india.rst:195 -#: ../../content/applications/finance/fiscal_localizations/india.rst:209 +#: ../../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 +#: ../../content/applications/finance/fiscal_localizations/india.rst:198 +#: ../../content/applications/finance/fiscal_localizations/india.rst:212 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 "" @@ -4624,53 +4642,53 @@ 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 "" @@ -4678,62 +4696,62 @@ 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:242 -#: ../../content/applications/finance/fiscal_localizations/india.rst:193 -#: ../../content/applications/finance/fiscal_localizations/india.rst:197 -#: ../../content/applications/finance/fiscal_localizations/india.rst:207 +#: ../../content/applications/finance/fiscal_localizations/india.rst:196 +#: ../../content/applications/finance/fiscal_localizations/india.rst:200 +#: ../../content/applications/finance/fiscal_localizations/india.rst:210 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 "" @@ -4741,181 +4759,181 @@ 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 "" @@ -4923,7 +4941,7 @@ 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 "" @@ -4931,7 +4949,7 @@ 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 "" @@ -4939,31 +4957,31 @@ 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 "" @@ -4971,19 +4989,19 @@ 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 "" @@ -4991,39 +5009,39 @@ 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 "" @@ -5031,15 +5049,15 @@ 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 "" @@ -5051,10 +5069,10 @@ 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 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:358 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:270 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:260 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:978 #: ../../content/applications/finance/fiscal_localizations/romania.rst:65 @@ -5559,10 +5577,27 @@ 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 +#: ../../content/applications/finance/fiscal_localizations/india.rst:210 +msgid "100" +msgstr "" + #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:174 msgid "Partial payment 1/2" msgstr "" @@ -5665,6 +5700,14 @@ 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 "" @@ -5763,10 +5806,10 @@ 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/chile.rst:278 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:233 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:275 #: ../../content/applications/finance/fiscal_localizations/france.rst:194 -#: ../../content/applications/finance/fiscal_localizations/india.rst:108 +#: ../../content/applications/finance/fiscal_localizations/india.rst:111 #: ../../content/applications/finance/fiscal_localizations/peru.rst:342 msgid "Journals" msgstr "" @@ -5910,23 +5953,19 @@ 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 @@ -5934,123 +5973,160 @@ 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 @@ -6644,6 +6720,27 @@ 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 "" @@ -7157,10 +7254,6 @@ 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 "" @@ -7249,18 +7342,10 @@ 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 "" @@ -8740,7 +8825,7 @@ 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 @@ -8860,7 +8945,7 @@ 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 "" @@ -8925,8 +9010,8 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:127 #: ../../content/applications/finance/accounting/taxes.rst:127 #: ../../content/applications/finance/accounting/taxes.rst:271 -#: ../../content/applications/finance/fiscal_localizations/india.rst:193 -#: ../../content/applications/finance/fiscal_localizations/india.rst:207 +#: ../../content/applications/finance/fiscal_localizations/india.rst:196 +#: ../../content/applications/finance/fiscal_localizations/india.rst:210 msgid "1,000" msgstr "" @@ -9608,10 +9693,10 @@ 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 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:48 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:48 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:16 #: ../../content/applications/finance/fiscal_localizations/france.rst:182 @@ -9635,10 +9720,10 @@ 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 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:49 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:49 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:17 #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:15 @@ -9663,10 +9748,10 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:16 #: ../../content/applications/finance/fiscal_localizations/australia.rst:97 #: ../../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 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:50 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:50 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:18 #: ../../content/applications/finance/fiscal_localizations/france.rst:59 @@ -11003,8 +11088,8 @@ 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/chile.rst:699 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:582 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:696 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:768 #: ../../content/applications/finance/fiscal_localizations/italy.rst:119 msgid "Vendor bills" @@ -11055,7 +11140,7 @@ 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 @@ -11130,10 +11215,6 @@ 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 "" @@ -11605,7 +11686,7 @@ msgid "`Test Odoo's invoice digitization `_" +msgid "`Odoo Tutorials: Vendor Bill Digitization `_" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:20 @@ -12596,8 +12677,8 @@ msgid ":doc:`Posting expenses in accounting <../expenses/post_expenses>`" msgstr "" #: ../../content/applications/finance/expenses/reinvoice_expenses.rst:33 -#: ../../content/applications/finance/fiscal_localizations/india.rst:62 -#: ../../content/applications/finance/fiscal_localizations/india.rst:244 +#: ../../content/applications/finance/fiscal_localizations/india.rst:65 +#: ../../content/applications/finance/fiscal_localizations/india.rst:247 msgid "Setup" msgstr "" @@ -12725,345 +12806,464 @@ msgstr "" msgid "Fiscal localizations" msgstr "" -#: ../../content/applications/finance/fiscal_localizations.rst:10 -msgid "Fiscal localization packages" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations.rst:12 -msgid "**Fiscal Localization Packages** are country-specific modules that install pre-configured taxes, fiscal positions, chart of accounts, and legal statements on your database. Some additional features, such as the configuration of specific certificates, are also added to your Accounting app, following your fiscal administration requirements." +#: ../../content/applications/finance/fiscal_localizations.rst:7 +msgid "Fiscal localizations are country-specific modules that allow you to be compliant with a country's fiscal requirements. Most of these modules are related to the :ref:`Accounting ` or :ref:`Payroll ` app, but they can also be necessary for other apps such as Point of Sale, eCommerce, etc., depending on a country's fiscal requirements." msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:18 -msgid "Odoo continuously adds new localizations and improves the existing packages." +msgid "Odoo should automatically install the required fiscal localization modules based on the company's country when the related app is installed. Refer to the :ref:`list of countries ` to view the currently supported countries and access their specific documentation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations.rst:23 -msgid "Odoo automatically installs the appropriate package for your company, according to the country selected at the creation of the database." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations.rst:27 -msgid "As long as you haven't posted any entry, you can still select another package." +#: ../../content/applications/finance/fiscal_localizations.rst:24 +msgid "Each company in a multi-company environment can use different fiscal localization modules." msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:29 -msgid "To select a fiscal localization package for your company, go to :menuselection:`Accounting --> Configuration --> Settings --> Fiscal Localization`, select the appropriate package from the list and save." +msgid "Accounting" msgstr "" -#: ../../content/applications/finance/fiscal_localizations.rst:-1 -msgid "Select your country's fiscal localization package in Odoo Accounting." +#: ../../content/applications/finance/fiscal_localizations.rst:31 +msgid "Verify the right package of modules is installed by going to :menuselection:`Accounting --> Configuration --> Settings` and checking the :guilabel:`Package` field under the :guilabel:`Fiscal Localization` section. Select another one if necessary." msgstr "" -#: ../../content/applications/finance/fiscal_localizations.rst:37 -#: ../../content/applications/finance/fiscal_localizations/france.rst:59 -msgid "Use" +#: ../../content/applications/finance/fiscal_localizations.rst:36 +msgid "Selecting another package is only possible if no entry has been posted." msgstr "" -#: ../../content/applications/finance/fiscal_localizations.rst:39 -msgid "These packages require you to fine-tune your chart of accounts according to your needs, activate the taxes you use, and configure your country-specific statements and certifications." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations.rst:43 -msgid ":doc:`accounting/get_started/chart_of_accounts`" +#: ../../content/applications/finance/fiscal_localizations.rst:38 +msgid "These packages require fine-tuning the chart of accounts, activating the taxes to be used, configuring the country-specific statements and certifications, and sometimes more." msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:44 -msgid ":doc:`accounting/taxes`" +#: ../../content/applications/finance/fiscal_localizations/australia.rst:537 +#: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:96 +#: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:453 +msgid "Payroll" msgstr "" -#: ../../content/applications/finance/fiscal_localizations.rst:49 -msgid "List of supported countries" +#: ../../content/applications/finance/fiscal_localizations.rst:46 +msgid "Localization settings can be accessed by going to :menuselection:`Payroll --> Configuration --> Settings` and searching for the country's **Localization** section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations.rst:51 -msgid "Odoo Accounting can be used in many countries out of the box by installing the appropriate module. Here is a list of all :ref:`fiscal localization package ` that are available on Odoo." +#: ../../content/applications/finance/fiscal_localizations.rst:52 +msgid "List of countries" msgstr "" -#: ../../content/applications/finance/fiscal_localizations.rst:55 -msgid "Algeria - Accounting" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations.rst:56 -msgid ":doc:`Argentina - Accounting `" +#: ../../content/applications/finance/fiscal_localizations.rst:54 +msgid "Fiscal localization modules are available for the countries listed below." msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:57 -msgid ":doc:`Australian - Accounting `" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations.rst:58 -msgid ":doc:`Austria - Accounting `" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations.rst:59 -msgid ":doc:`Belgium - Accounting `" +msgid "New countries are frequently added to this list and Odoo keeps expanding and improving existing localizations and the related documentation." msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:60 -msgid "Bolivia - Accounting" +msgid "Algeria" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:61 -msgid ":doc:`Brazilian - Accounting `" +msgid ":doc:`Argentina `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:62 -msgid ":doc:`Canada - Accounting `" +msgid ":doc:`Australia `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:63 -msgid ":doc:`Chile - Accounting `" +msgid ":doc:`Austria `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:64 -msgid "China - Accounting" +msgid "Bangladesh" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:65 -msgid ":doc:`Colombia - Accounting `" +msgid ":doc:`Belgium `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:66 -msgid "Costa Rica - Accounting" +msgid "Benin" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:67 -msgid "Croatia - Accounting (RRIF 2012)" +msgid "Bolivia" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:68 -msgid "Czech - Accounting" +msgid ":doc:`Brazil `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:69 -msgid "Denmark - Accounting" +msgid "Burkina Faso" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:70 -msgid "Dominican Republic - Accounting" +msgid "Bulgaria" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:71 -msgid ":doc:`Ecuadorian - Accounting `" +msgid "Cameroon" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:72 -msgid ":doc:`Egypt - Accounting `" +msgid ":doc:`Canada `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:73 -msgid "Ethiopia - Accounting" +msgid "Central African Republic" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:74 -msgid "Finnish Localization" +msgid "Chad" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:75 -msgid ":doc:`France - Accounting `" +msgid ":doc:`Chile `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:76 -msgid "Generic - Accounting" +msgid "China" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:77 -msgid ":doc:`Germany `" +msgid ":doc:`Colombia `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations.rst:78 +msgid "Comoros" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:79 -msgid "Germany SKR03 - Accounting" +msgid "Congo" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:80 -msgid "Germany SKR04 - Accounting" +msgid "Costa Rica" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations.rst:81 +msgid "Croatia" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:82 -msgid "Greece - Accounting" +msgid "Cyprus" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:83 -msgid "Guatemala - Accounting" +msgid "Czech Republic" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:84 -msgid "Honduras - Accounting" +msgid "Democratic Republic of the Congo" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:85 -msgid ":doc:`Hong Kong - Accounting `" +msgid "Denmark" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:86 -msgid "Hungarian - Accounting" +msgid "Dominican Republic" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:87 -msgid ":doc:`Indian - Accounting `" +msgid ":doc:`Ecuador `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:88 -msgid ":doc:`Indonesian - Accounting `" +msgid ":doc:`Egypt `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:89 -msgid "Ireland - Accounting" +msgid "Equatorial Guinea" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:90 -msgid "Israel - Accounting" +msgid "Estonia" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:91 -msgid ":doc:`Italy - Accounting `" +msgid "Ethiopia" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:92 -msgid "Japan - Accounting" +msgid "Finland" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:93 -msgid ":doc:`Kenya - Accounting `" +msgid ":doc:`France `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:94 -msgid "Lithuania - Accounting" +msgid "Gabon" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:95 -msgid ":doc:`Luxembourg - Accounting `" +msgid ":doc:`Germany `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:96 -msgid ":doc:`Malaysia - Accounting `" +msgid "Guinea" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:97 -msgid "Maroc - Accounting" +msgid "Greece" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:98 -msgid ":doc:`Mexico - Accounting `" +msgid "Guatemala" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:99 -msgid "Mongolia - Accounting" +msgid "Guinea-Bissau" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:100 -msgid ":doc:`Netherlands - Accounting `" +msgid "Honduras" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:101 -msgid ":doc:`New Zealand - Accounting `" +msgid ":doc:`Hong Kong `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:102 -msgid "Norway - Accounting" +msgid "Hungary" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:103 -msgid "OHADA - Accounting" +msgid ":doc:`India `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:104 -msgid "Pakistan - Accounting" +msgid ":doc:`Indonesia `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:105 -msgid "Panama - Accounting" +msgid ":doc:`Italy `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:106 -msgid ":doc:`Peru - Accounting `" +msgid "Ivory Coast" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:107 -msgid ":doc:`Philippines - Accounting `" +msgid "Japan" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:108 -msgid "Poland - Accounting" +msgid "Jordan" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:109 -msgid "Portugal - Accounting" +msgid "Kazakhstan" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:110 -msgid ":doc:`Romania - Accounting `" +msgid ":doc:`Kenya `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:111 -msgid ":doc:`Saudi Arabia - Accounting `" +msgid "Kuwait" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:112 -msgid ":doc:`Singapore - Accounting `" +msgid "Latvia" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:113 -msgid "Slovak - Accounting" +msgid "Lithuania" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:114 -msgid "Slovenian - Accounting" +msgid ":doc:`Luxembourg `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:115 -msgid "South Africa - Accounting" +msgid "Mali" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:116 -msgid ":doc:`Spain - Accounting (PGCE 2008) `" +msgid "Malta" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:117 -msgid "Sweden - Accounting" +msgid "Mauritius" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:118 -msgid ":doc:`Switzerland - Accounting `" +msgid ":doc:`Malaysia `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:119 -msgid "Taiwan - Accounting" +msgid ":doc:`Mexico `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:120 -msgid ":doc:`Thailand - Accounting `" +msgid "Mongolia" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:121 -msgid "Turkey - Accounting" +msgid "Morocco" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:122 -msgid ":doc:`United Arab Emirates - Accounting `" +msgid "Mozambique" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:123 -msgid ":doc:`UK - Accounting `" +msgid ":doc:`Netherlands `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:124 -msgid "Ukraine - Accounting" +msgid ":doc:`New Zealand `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:125 -msgid ":doc:`United States - Accounting `" +msgid "Niger" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:126 -msgid ":doc:`Uruguay - Accounting `" +msgid "Nigeria" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:127 -msgid "Venezuela - Accounting" +msgid "Norway" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:128 -msgid ":doc:`Vietnam - Accounting `" +msgid "Pakistan" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations.rst:129 +msgid "Panama" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations.rst:130 +msgid ":doc:`Peru `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations.rst:131 +msgid ":doc:`Philippines `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations.rst:132 +msgid "Poland" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations.rst:133 +msgid "Portugal" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations.rst:134 +msgid "Qatar" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations.rst:135 +msgid ":doc:`Romania `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations.rst:136 +msgid "Rwanda" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations.rst:137 +msgid ":doc:`Saudi Arabia `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations.rst:138 +msgid "Senegal" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations.rst:139 +msgid "Serbia" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations.rst:140 +msgid ":doc:`Singapore `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations.rst:141 +msgid "Slovakia" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations.rst:142 +msgid "Slovenia" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations.rst:143 +msgid "South Africa" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations.rst:144 +msgid ":doc:`Spain `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations.rst:145 +msgid "Sweden" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations.rst:146 +msgid ":doc:`Switzerland `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations.rst:147 +msgid "Taiwan" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations.rst:148 +msgid "Tanzania" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations.rst:149 +msgid ":doc:`Thailand `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations.rst:150 +msgid "Tunisia" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations.rst:151 +msgid "Türkiye" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations.rst:152 +msgid "Uganda" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations.rst:153 +msgid "Ukraine" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations.rst:154 +msgid ":doc:`United Arab Emirates `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations.rst:155 +msgid ":doc:`United Kingdom `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations.rst:156 +msgid ":doc:`United States of America `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations.rst:157 +msgid ":doc:`Uruguay `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations.rst:158 +msgid "Venezuela" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations.rst:159 +msgid ":doc:`Vietnam `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations.rst:160 +msgid "Zambia" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations.rst:163 +msgid ":doc:`Employment Hero Payroll documentation `" msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:3 @@ -13092,9 +13292,9 @@ msgid "`Smart Tutorial - Localización de Argentina `_" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:537 -#: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:96 -#: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:150 -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:453 -msgid "Payroll" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/australia.rst:540 msgid "Odoo is currently not compliant with STP Phase 2." msgstr "" @@ -15742,7 +15935,8 @@ msgid "This section explains how to configure the database to ensure all the inf msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:52 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:68 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:65 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:76 #: ../../content/applications/finance/fiscal_localizations/italy.rst:37 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:38 msgid "Company information" @@ -15757,30 +15951,30 @@ msgid ":guilabel:`Address`, by providing at least the following information:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:59 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:76 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:73 msgid ":guilabel:`Street`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:60 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:77 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:74 #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:198 msgid ":guilabel:`City`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:61 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:79 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:76 #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:200 msgid ":guilabel:`ZIP`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:62 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:80 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:77 msgid ":guilabel:`Country`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:64 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:85 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:326 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:96 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:337 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:101 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:294 msgid ":guilabel:`Phone`" @@ -15827,7 +16021,7 @@ msgid "For partners that are companies, fill in the VAT number (including the co msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:88 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:88 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:85 msgid "Accounting settings" msgstr "" @@ -16612,127 +16806,143 @@ msgstr "" msgid "The localization also includes taxes and a chart of accounts template that can be modified if needed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:33 -msgid ":ref:`Install ` 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/chile.rst:232 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1095 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:83 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:325 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:229 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1092 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:97 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:290 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 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 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/chile.rst:233 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1096 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:97 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:338 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:230 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1093 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:102 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:295 msgid ":guilabel:`Email`" @@ -16742,24 +16952,24 @@ 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 "" @@ -16767,21 +16977,21 @@ 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 "" @@ -16789,63 +16999,63 @@ 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 "" @@ -16853,27 +17063,27 @@ 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 "" @@ -16881,48 +17091,48 @@ 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 "" @@ -16930,57 +17140,57 @@ 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 "" @@ -16988,27 +17198,28 @@ 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/colombia.rst:178 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:284 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:172 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:640 @@ -17017,31 +17228,31 @@ 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 "" @@ -17049,27 +17260,27 @@ 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 "" @@ -17077,15 +17288,15 @@ 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 "" @@ -17093,16 +17304,16 @@ 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 "" @@ -17110,136 +17321,136 @@ 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 "" @@ -17251,68 +17462,68 @@ 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/chile.rst:594 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:482 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:591 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:368 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:370 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:341 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 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 "" @@ -17320,27 +17531,27 @@ 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 "" @@ -17348,15 +17559,15 @@ 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 cancelled, and enter an invalidation :guilabel:`Reason`." msgstr "" @@ -17368,35 +17579,35 @@ 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 cancelled 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 "" @@ -18011,173 +18222,160 @@ msgid "`l10n_cl_edi`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:42 -msgid "Includes all technical and functional requirements to generate and receive electronic invoices online based on the :abbr:`SII (Servicio de Impuestos Internos)` regulations." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/chile.rst:44 -msgid ":guilabel:`Chile - Electronic Receipt`" +msgid "Includes all technical and functional requirements to receive and generate **electronic receipts** and **invoices** online based on the :abbr:`SII (Servicio de Impuestos Internos)` regulations." msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:45 -msgid "`l10n_cl_boletas`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/chile.rst:46 -msgid "Includes all technical and functional requirements to generate and receive electronic invoices digitally based on the :abbr:`SII (Servicio de Impuestos Internos)` regulations." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/chile.rst:48 msgid ":guilabel:`Electronic Exports of Goods for Chile`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:49 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:46 msgid "`l10n_cl_edi_exports`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:50 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:47 msgid "Includes technical and functional requirements to generate electronic invoices for exporting goods based on the :abbr:`SII (Servicio de Impuestos Internos)` and customs regulations." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:52 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:49 msgid ":guilabel:`Chile - E-Invoicing Delivery Guide`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:53 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:50 msgid "`l10n_cl_edi_stock`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:54 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:51 msgid "Includes all technical and functional requirements to generate delivery guides via web service based on the :abbr:`SII (Servicio de Impuestos Internos)` regulations." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:58 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:55 #: ../../content/applications/finance/fiscal_localizations/peru.rst:70 msgid "Odoo automatically installs the appropriate package for the company according to the country selected at the creation of the database." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:60 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:57 msgid "The *Chile - E-Invoicing Delivery Guide* module depends on the *Inventory* application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:63 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:60 msgid "All features are only available if the company already completed the `SII Sistema de Facturación de Mercado `_ certification process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:70 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:67 msgid "Navigate to :menuselection:`Settings --> Companies: Update Info` and ensure the following company information is up-to-date and correctly filled in:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:73 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:70 #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:82 #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:194 msgid ":guilabel:`Company Name`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:74 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:71 #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:195 msgid ":guilabel:`Address`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:78 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:75 #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:199 msgid ":guilabel:`State`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:82 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:79 msgid ":guilabel:`Tax ID`: enter the identification number for the selected :ref:`Taxpayer Type `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:84 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:81 msgid ":guilabel:`Activity Names`: select up to four activity codes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:85 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:82 msgid ":guilabel:`Company Activity Description`: enter a short description of the company's activity." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:90 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:87 msgid "Next, navigate to :menuselection:`Accounting --> Configuration --> Settings --> Chilean Localization` and follow the instructions to configure the:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:93 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:90 msgid ":ref:`Fiscal information `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:94 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:91 msgid ":ref:`Electronic invoice data `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:95 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:92 msgid ":ref:`DTE incoming email server `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:96 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:93 msgid ":ref:`Signature certificates `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:101 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:162 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:98 msgid "Fiscal information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:103 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:100 msgid "Configure the following :guilabel:`Tax payer information`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:105 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:102 msgid ":guilabel:`Taxpayer Type` by selecting the taxpayer type that applies:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:107 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:104 msgid ":guilabel:`VAT Affected (1st Category)`: for invoices that charge taxes to customers" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:108 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:105 msgid ":guilabel:`Fees Receipt Issuer (2nd Category)`: for suppliers who issue fees receipt (Boleta)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:109 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:106 msgid ":guilabel:`End consumer`: only issues receipts" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:110 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:107 msgid ":guilabel:`Foreigner`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:112 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:109 msgid ":guilabel:`SII Office`: select your company's :abbr:`SII (Servicio de Impuestos Internos)` regional office" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:118 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:115 #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:143 msgid "Electronic invoice data" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:120 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:117 msgid "Select your :guilabel:`SII Web Services` environment:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:122 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:119 msgid ":guilabel:`SII - Test`: for test databases using test :abbr:`CAFs (Folio Authorization Code)` obtained from the :abbr:`SII (Servicio de Impuestos Internos)`. In this mode, the direct connection flows can be tested, with the files being sent to the :abbr:`SII (Servicio de Impuestos Internos)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:126 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:123 msgid ":guilabel:`SII - Production`: for production databases." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:127 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:124 msgid ":guilabel:`SII - Demo Mode`: files are created and accepted automatically in demo mode but are **not** sent to the :abbr:`SII (Servicio de Impuestos Internos)`. For this reason, rejection errors or *Accepted with Objections* will not appear in this mode. Every internal validation can be tested in demo mode. Avoid selecting this option in a production database." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:132 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:129 msgid "Then, enter the :guilabel:`Legal Electronic Invoicing Data`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:134 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:131 msgid ":guilabel:`SII Resolution N°`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:135 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:132 msgid ":guilabel:`SII Resolution Date`" msgstr "" @@ -18186,71 +18384,71 @@ msgstr "" msgid "Required information for electronic invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:144 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:141 msgid "DTE incoming email server" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:146 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:143 msgid "The :abbr:`DTE (Documentos Tributarios Electrónicos)` :guilabel:`Email Box Electronic Invoicing` can be defined to receive your customers' claim and acceptance emails. Enabling this option from :menuselection:`Accounting --> Configuration --> Settings --> Chilean Localization` is necessary if you want to use *Email Box Electronic Invoicing* as the :abbr:`DTE (Documentos Tributarios Electrónicos)` incoming email server." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:153 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:150 msgid "In order to receive your SII documents, it's necessary to set up your own email server. More information on how to do this can be found in this documentation: :doc:`../../general/email_communication`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:157 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:154 msgid "Begin by clicking :guilabel:`Configure DTE Incoming Email`, then click :guilabel:`New` to add a server and fill in the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:160 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:157 msgid ":guilabel:`Name`: give the server a name." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:161 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:158 msgid ":guilabel:`Server Type`: select the server type used." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:163 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:160 msgid ":guilabel:`IMAP Server`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:164 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:161 msgid ":guilabel:`POP Server`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:165 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:162 msgid ":guilabel:`Local Server`: uses a local script to fetch emails and create new records. The script can be found in the :guilabel:`Configuration` section with this option selected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:167 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:164 msgid ":guilabel:`Gmail OAuth Authentication`: requires your Gmail API credentials to be configured in the general settings. A direct link to the configuration can be found in the :guilabel:`Login Information` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:171 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:168 msgid ":guilabel:`DTE Server`: enable this option. By checking this option, this email account will be used to receive the electronic invoices from the suppliers, and communications from the :abbr:`SII (Servicio de Impuestos Internos)` regarding the electronic invoices issued. In this case, this email should match both emails declared on the :abbr:`SII (Servicio de Impuestos Internos)` site in the section: *ACTUALIZACION DE DATOS DEL CONTRIBUYENTE*, *Mail Contacto SII* and *Mail Contacto Empresas*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:178 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:175 msgid "In the :guilabel:`Server & Login` tab (for IMAP and POP servers):" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:180 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:177 msgid ":guilabel:`Server Name`: enter the hostname or IP of the server." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:181 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:178 msgid ":guilabel:`Port`: enter the server port." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:182 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:179 msgid ":guilabel:`SSL/TLS`: enable this option if connections are encrypted using the SSL/TLS protocol." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:183 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:180 msgid ":guilabel:`Username`: enter the server login username." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:184 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:181 msgid ":guilabel:`Password`: enter the server login password." msgstr "" @@ -18258,32 +18456,32 @@ msgstr "" msgid "Incoming email server configuration for Chilean DTE." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:191 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:188 msgid "Before going live, it is recommended to archive or remove all emails related to vendor bills that are not required to be processed in Odoo from your inbox." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:197 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:194 #: ../../content/applications/finance/fiscal_localizations/peru.rst:266 msgid "Certificate" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:199 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:196 msgid "A digital certificate in `.pfx` format is required to generate the electronic invoice signature. To add one, click :guilabel:`Configure Signature Certificates` under the :guilabel:`Signature Certificates` section. Then, click :guilabel:`New` to configure the certificate:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:203 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:200 msgid ":guilabel:`Certificate Key`: click :guilabel:`Upload your file` and select the `.pfx` file." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:204 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:201 msgid ":guilabel:`Certificate Passkey`: enter the file's passphrase." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:205 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:202 msgid ":guilabel:`Subject Serial Number`: depending on the certificate format, the field might not be automatically populated. In that case, enter the certificate's legal representative :abbr:`RUT (Rol Único Tributario)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:208 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:205 msgid ":guilabel:`Certificate Owner`: select one if you need to restrict the certificate for a specific user. Leave the field empty to share it with all billing users." msgstr "" @@ -18291,52 +18489,52 @@ msgstr "" msgid "Digital certificate configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:216 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:213 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:550 #: ../../content/applications/finance/fiscal_localizations/peru.rst:276 msgid "Multicurrency" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:218 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:215 msgid "The official currency rate is provided by `Chilean mindicador.cl `_. Navigate to :menuselection:`Accounting --> Configuration --> Settings --> Currencies: Automatic Currency Rates` to set an :guilabel:`Interval` for when the rate is automatically updated, or to select another :guilabel:`Service`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:226 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:223 #: ../../content/applications/finance/fiscal_localizations/france.rst:306 msgid "Partner information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:228 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:225 msgid "Configuring partner contacts is also required to send :abbr:`SII (Servicio de Impuestos Internos)` electronic invoices. Open the :menuselection:`Contacts` app to do so and fill in the following fields on a new or existing contact form." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:234 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:231 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:99 msgid ":guilabel:`Identification Number`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:235 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:232 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:100 msgid ":guilabel:`Taxpayer Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:236 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:233 msgid ":guilabel:`Activity Description`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:238 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:235 msgid "In the :guilabel:`Electronic Invoicing` tab:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:240 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:237 msgid ":guilabel:`DTE Email`: enter the sender's email address for the partner." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:241 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:238 msgid ":guilabel:`Delivery Guide Price`: select which price the delivery guide displays, if any." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:244 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:241 msgid "The :guilabel:`DTE Email` is the email used for sending electronic documents and must be set in the contact that will be part of an electronic document." msgstr "" @@ -18344,11 +18542,11 @@ msgstr "" msgid "Chilean electronic invoice data for partners." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:254 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:251 msgid "Accounting documents are categorized by :abbr:`SII (Servicio de Impuestos Internos)`-defined document types." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:257 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:254 msgid "Document types are created automatically upon installation of the localization module, and can be managed by navigating to :menuselection:`Accounting --> Configuration --> Document Types`." msgstr "" @@ -18356,166 +18554,166 @@ msgstr "" msgid "Chilean fiscal document types list." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:265 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:262 msgid "Several document types are inactive by default but can be activated by toggling the :guilabel:`Active` option." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:271 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:268 msgid "The document type on each transaction is determined by:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:273 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:270 msgid "The journal related to the invoice, identifying if the journal uses documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:274 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:271 msgid "The condition applied based on the type of issuer and recipient (e.g., the buyer or vendor's fiscal regime)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:280 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:277 msgid "*Sales journals* in Odoo usually represent a business unit or location." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:283 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:280 msgid "Ventas Santiago." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:284 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:281 msgid "Ventas Valparaiso." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:286 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:283 msgid "For retail stores it is common to have one journal per :abbr:`POS (Point of Sale)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:289 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:286 msgid "Cashier 1." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:290 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:287 msgid "Cashier 2." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:292 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:289 msgid "The *purchase* transactions can be managed with a single journal, but sometimes companies use more than one journal in order to handle some accounting transactions that are not related to vendor bills. This configuration can easily be set by using the following model." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:297 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:294 msgid "Tax payments to the government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:298 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:295 msgid "Employees payments." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:301 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:298 msgid "Create a sales journal" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:303 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:300 msgid "To create a sales journal, navigate to :menuselection:`Accounting --> Configuration --> Journals`. Then, click the :guilabel:`New` button, and fill in the following required information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:306 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:303 msgid ":guilabel:`Type`: select :guilabel:`Sale` from the drop-down menu for customer invoice journals." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:307 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:304 msgid ":guilabel:`Point of sale type`: if the sales journal will be used for electronic documents, the option :guilabel:`Online` must be selected. Otherwise, if the journal is used for invoices imported from a previous system or if you are using the :abbr:`SII (Servicio de Impuestos Internos)` portal *Facturación MiPyme*, you can use the option :guilabel:`Manual`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:311 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:308 msgid ":guilabel:`Use Documents`: check this field if the journal will use document types. This field is only applicable to purchase and sales journals that can be related to the different sets of document types available in Chile. By default, all the sales journals created will use documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:315 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:312 msgid "Next, from the :guilabel:`Jounal Entries` tab, define the :guilabel:`Default Income Account` and :guilabel:`Dedicated Credit Note Squence` in the :guilabel:`Accounting Information` section. Configuring these fields is required for one of the debit notes :ref:`use cases `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:322 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:319 msgid "CAF" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:324 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:321 msgid "A *folio authorization code* (CAF) is required for each document type that will be issued electronically. The :abbr:`CAF (Folio Authorization Code)` is a file the :abbr:`SII (Servicio de Impuestos Internos)` provides to the issuer with the folios/sequences authorized for the electronic invoice documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:329 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:326 msgid "Your company can request multiple folios and obtain several :abbr:`CAFs (Folio Authorization Codes)` linked to different folio ranges. These :abbr:`CAFs (Folio Authorization Code)` are shared within all journals, so you only need one active :abbr:`CAF (Folio Authorization Code)` per document type, and it will be applied to all journals." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:334 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:331 msgid "Please refer to the `SII documentation `_ to check the details on how to acquire the :abbr:`CAF (Folio Authorization Code)` files." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:338 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:335 msgid "The :abbr:`CAFs (Folio Authorization Code)` required by the :abbr:`SII (Servicio de Impuestos Internos)` are different from production to test (certification mode). Make sure you have the correct :abbr:`CAF (Folio Authorization Code)` set depending on your environment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:343 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:340 msgid "Upload CAF files" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:345 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:342 msgid "Once the :abbr:`CAF (Folio Authorization Code)` files have been acquired from the :abbr:`SII (Servicio de Impuestos Internos)` portal, they need to be uploaded in the database by navigating to :menuselection:`Accounting --> Configuration: Chilean SII --> CAFs`. Then, click the :guilabel:`New` begin the configuration. On the :abbr:`CAF (Folio Authorization Code)` form, upload your :abbr:`CAF (Folio Authorization Code)` file by clicking the :guilabel:`Upload your file` button and then click :guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:352 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:349 msgid "Once uploaded, the status changes to :guilabel:`In Use`. At this moment, when a transaction is used for this document type, the invoice number takes the first folio in the sequence." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:356 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:353 msgid "The document types have to be active before uploading the :abbr:`CAF (Folio Authorization Code)` files. In case some folios have been used in the previous system, the next valid folio has to be set when the first transaction is created." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:363 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:360 msgid "The chart of accounts is installed by default as part of the data set included in the localization module. The accounts are mapped automatically in:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:367 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:364 msgid "Default Account Payable" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:368 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:365 #: ../../content/applications/finance/fiscal_localizations/peru.rst:123 msgid "Default Account Receivable" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:369 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:366 msgid "Transfer Accounts" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:370 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:367 msgid "Conversion Rate" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:378 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:375 msgid "As part of the localization module, taxes are created automatically with their related financial account and configuration. These taxes can be managed from :menuselection:`Accounting --> Configuration --> Taxes`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:382 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:379 msgid "Chile has several tax types, the most common ones are:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:384 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:381 msgid "**VAT**: the regular VAT can have several rates." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:385 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:382 msgid "**ILA**: the tax for alcoholic drinks." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:388 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:385 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:125 #: ../../content/applications/finance/fiscal_localizations/romania.rst:106 msgid ":doc:`../accounting/taxes`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:394 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:391 msgid "Electronic invoice workflow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:396 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:393 msgid "In the Chilean localization, the electronic invoice workflow includes customer invoice issuance and vendor bill reception. The following diagram explains how information is shared to the :abbr:`SII (Servicio de Impuestos Internos)`, customers, and vendors." msgstr "" @@ -18523,11 +18721,11 @@ msgstr "" msgid "Diagram with Electronic invoice transactions." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:405 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:402 msgid "Customer invoice emission" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:407 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:404 msgid "After the partners and journals are created and configured, the invoices are created in the standard way. For Chile, one of the differences is the document type that is automatically selected based on the taxpayer. The document type can be changed manually if needed on the invoice by navigating to :menuselection:`Accounting --> Customers --> Invoices`." msgstr "" @@ -18535,24 +18733,24 @@ msgstr "" msgid "Customer invoice document type selection." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:417 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:414 msgid ":guilabel:`Documents type 33` electronic invoice must have at least one item with tax, otherwise the :abbr:`SII (Servicio de Impuestos Internos)` rejects the document validation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:423 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:923 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:420 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:920 msgid "Validation and DTE status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:425 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:422 msgid "Once all invoice information is filled, either manually or automatically when generated from a sales order, validate the invoice. After the invoice is posted:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:428 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:425 msgid "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file is created automatically and recorded in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:430 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:427 msgid "The :abbr:`DTE (Documentos Tributarios Electrónicos)` :abbr:`SII (Servicio de Impuestos Internos)` status is set as :guilabel:`Pending` to be sent." msgstr "" @@ -18560,7 +18758,7 @@ msgstr "" msgid "DTE XML File displayed in chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:437 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:434 msgid "The :abbr:`DTE (Documentos Tributarios Electrónicos)` status is updated automatically by Odoo with a scheduled action that runs every day at night, if the response from the :abbr:`SII (Servicio de Impuestos Internos)` is needed immediately, you can do it manually as well by following the :abbr:`DTE (Documentos Tributarios Electrónicos)` status workflow:" msgstr "" @@ -18568,11 +18766,11 @@ msgstr "" msgid "Transition of DTE status flow." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:446 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:443 msgid "The first step is to send the :abbr:`DTE (Documentos Tributarios Electrónicos)` to the :abbr:`SII (Servicio de Impuestos Internos)`. This can be sent manually by clicking the :guilabel:`Enviar Ahora` button. This generates a :guilabel:`SII Tack number` for the invoice, which is used to check the details sent by the :abbr:`SII (Servicio de Impuestos Internos)` via email. Then, the :guilabel:`DTE status` is updated to :guilabel:`Ask for Status`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:451 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:448 msgid "Once the :abbr:`SII (Servicio de Impuestos Internos)` response is received, Odoo updates the :guilabel:`DTE status`. To do it manually, click on the button :guilabel:`Verify on SII`. The result can either be :guilabel:`Accepted`, :guilabel:`Accepted With Objection` or :guilabel:`Rejected`." msgstr "" @@ -18580,7 +18778,7 @@ msgstr "" msgid "Identification transaction for invoice and Status update." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:461 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:458 msgid "There are intermediate statuses in the :abbr:`SII (Serviciqo de Impuestos Internos)` before acceptance or rejection. It's recommended to **NOT** continuously click :guilabel:`Verify in SII` for smooth processing." msgstr "" @@ -18588,35 +18786,35 @@ msgstr "" msgid "Electronic invoice data statuses." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:469 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:466 msgid "The final response from the :abbr:`SII (Servicio de Impuestos Internos)` can take on one of these values:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:472 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:469 msgid ":guilabel:`Accepted`: indicates the invoice information is correct, our document is now fiscally valid and it's automatically sent to the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:474 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:471 msgid ":guilabel:`Accepted with objections`: indicates the invoice information is correct, but a minor issue was identified, nevertheless the document is now fiscally valid and it's automatically sent to the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:477 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:474 msgid ":guilabel:`Rejected`: indicates the invoice information is incorrect and must be corrected. Details are sent to emails you registered in the :abbr:`SII (Servicio de Impuestos Internos)`. If it is properly configured in Odoo, the details are also retrieved in the chatter once the email server is processed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:482 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:479 msgid "If the invoice is rejected please follow these steps:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:484 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:481 msgid "Change the document to :guilabel:`Draft`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:485 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:482 msgid "Make the required corrections based on the message received from the :abbr:`SII (Servicio de Impuestos Internos)` in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:487 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:484 msgid "Post the invoice again." msgstr "" @@ -18624,11 +18822,11 @@ msgstr "" msgid "Message when an invoice is rejected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:494 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:491 msgid "Crossed references" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:496 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:493 msgid "When the invoice is created, as a result of another fiscal document, the information related to the originator document must be registered in the :guilabel:`Cross-Reference` tab. This tab is commonly used for credit or debit notes, however, in some cases it can be used for customer invoices, as well. In the case of the credit and debit notes, they are set automatically by Odoo." msgstr "" @@ -18636,13 +18834,13 @@ msgstr "" msgid "Crossed referenced document(s)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:508 -#: ../../content/applications/finance/fiscal_localizations/india.rst:140 -#: ../../content/applications/finance/fiscal_localizations/india.rst:320 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:505 +#: ../../content/applications/finance/fiscal_localizations/india.rst:143 +#: ../../content/applications/finance/fiscal_localizations/india.rst:322 msgid "Invoice PDF report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:510 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:507 msgid "Once the invoice is accepted and validated by the :abbr:`SII (Servicio de Impuestos Internos)` and the PDF is printed, it includes the fiscal elements that indicate that the document is fiscally valid." msgstr "" @@ -18650,31 +18848,31 @@ msgstr "" msgid "Fiscal elements and barcode printed in accepted invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:518 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:515 msgid "If you are hosted in Odoo SH or On-Premise, you should manually install the `pdf417gen `_ library. Use the following command to install it: :command:`pip install pdf417gen`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:523 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:520 msgid "Commercial validation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:525 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:522 msgid "Once the invoice has been sent to the customer:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:527 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:524 msgid ":guilabel:`DTE Partner Status` changes to :guilabel:`Sent`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:528 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:525 msgid "The customer must send a reception confirmation email." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:529 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:526 msgid "Subsequently, if commercial terms and invoice data are correct, an acceptance confirmation is sent; otherwise, a claim is sent." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:531 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:528 msgid "The field :guilabel:`DTE Acceptance Status` is updated automatically." msgstr "" @@ -18682,11 +18880,11 @@ msgstr "" msgid "Message with the commercial acceptance from the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:538 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:535 msgid "Processed for claimed invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:540 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:537 msgid "Once the invoice has been accepted by the :abbr:`SII (Servicio de Impuestos Internos)`, **it can not be cancelled in Odoo**. In case you get a claim for your customer, the correct way to proceed is with a credit note to either cancel the invoice or correct it. Please refer to the :ref:`chile/credit-notes` section for more details." msgstr "" @@ -18694,13 +18892,13 @@ msgstr "" msgid "Invoice Commercial status updated to claimed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:550 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:403 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:547 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:431 #: ../../content/applications/finance/fiscal_localizations/peru.rst:843 msgid "Common errors" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:552 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:549 msgid "There are multiple reasons behind a rejection from the :abbr:`SII (Servicio de Impuestos Internos)`, but these are some of the common errors you might have and how to solve them:" msgstr "" @@ -18760,27 +18958,27 @@ msgstr "" msgid "**Hint:** there are just five reasons why this error could show up and all of them are related to the *Caratula* section of the XML:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:584 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:581 msgid "The company's :abbr:`RUT (Rol Único Tributario)` number is incorrect or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:585 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:582 msgid "The certificate owner :abbr:`RUT (Rol Único Tributario)` number is incorrect or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:586 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:583 msgid "The :abbr:`SII's (Servicio de Impuestos Internos)` :abbr:`RUT (Rol Único Tributario)` number (this should be correct by default) is incorrect or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:588 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:585 msgid "The resolution date is incorrect or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:589 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:586 msgid "The resolution number is incorrect or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:596 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:593 msgid "When a cancellation or correction is needed over a validated invoice, a credit note must be generated. It is important to consider that a :abbr:`CAF (Folio Authorization Code)` file is required for the credit note, which is identified as :guilabel:`Document Type` :guilabel:`61` in the :abbr:`SII (Servicio de Impuestos Internos)`. Please refer to the :ref:`CAF section ` for more information on the process to load the :abbr:`CAF (Folio Authorization Code)` on each document type." msgstr "" @@ -18788,16 +18986,16 @@ msgstr "" msgid "Creation of CAF for Credit notes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:608 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:664 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:605 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:661 msgid "Use cases" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:611 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:608 msgid "Cancel referenced document" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:613 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:610 msgid "In case you need to cancel or invalidate an invoice, navigate to :menuselection:`Accounting --> Customers --> Invoices` and select the desired invoice. Then, use the button :guilabel:`Add Credit Note` and select :guilabel:`Full Refund`, in this case the :abbr:`SII (Servicio de Impuestos Internos)` reference code is automatically set to :guilabel:`Anula Documento de referencia`." msgstr "" @@ -18805,11 +19003,11 @@ msgstr "" msgid "Credit note cancelling the referenced document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:623 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:620 msgid "Correct referenced document" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:625 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:622 msgid "If a correction in the invoice information is required, for example the street name on the original invoice is wrong, then use the button :guilabel:`Add Credit Note`, select :guilabel:`Partial Refund` and select the option :guilabel:`Only Text Correction`. In this case the :guilabel:`SII Reference Code` field is automatically set to :guilabel:`Corrects Referenced Document Text`." msgstr "" @@ -18817,7 +19015,7 @@ msgstr "" msgid "Credit note correcting referenced document text." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:634 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:631 msgid "Odoo creates a credit note with the corrected text in an invoice and :guilabel:`Price` `0.00`." msgstr "" @@ -18825,15 +19023,15 @@ msgstr "" msgid "Credit note with the corrected value on the invoice lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:641 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:638 msgid "Make sure to define the :guilabel:`Default Credit Account` in the sales journal specifically for this use case." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:645 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:642 msgid "Corrects referenced document amount" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:647 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:644 msgid "When a correction on the amounts is required, use the button :guilabel:`Add Credit note` and select :guilabel:`Partial Refund`. In this case the :guilabel:`SII Reference Code` is automatically set to :guilabel:`Corrige el monto del Documento de Referencia`." msgstr "" @@ -18841,20 +19039,20 @@ msgstr "" msgid "Credit note for partial refund to correct amounts, using the SII reference code 3." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:656 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:368 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:653 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:394 msgid "Debit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:658 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:655 msgid "In Chilean localization, debit notes, in addition to credit notes, can be created using the :guilabel:`Add Debit Note` button, with two main use cases." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:667 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:664 msgid "Add debt on invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:669 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:666 msgid "The primary use case for debit notes is to increase the value of an existing invoice. To do so, select option :guilabel:`3. Corrige el monto del Documento de Referencia` for the :guilabel:`Reference Code SII` field." msgstr "" @@ -18862,7 +19060,7 @@ msgstr "" msgid "Debit note correcting referenced document amount." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:677 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:674 msgid "In this case Odoo automatically includes the :guilabel:`Source Invoice` in the :guilabel:`Cross Reference` tab." msgstr "" @@ -18870,15 +19068,15 @@ msgstr "" msgid "Automatic reference to invoice in a debit note." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:685 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:682 msgid "You can only add debit notes to an invoice already accepted by the SII." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:688 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:685 msgid "Cancel credit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:690 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:687 msgid "In Chile, debits notes are used to cancel a valid credit note. To do this, click the :guilabel:`Add Debit Note` button and select the :guilabel:`1: Anula Documentos de referencia` option for the :guilabel:`Reference Code SII` field." msgstr "" @@ -18886,47 +19084,47 @@ msgstr "" msgid "Debit note to cancel the referenced document (credit note)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:701 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:698 msgid "As part of the Chilean localization, you can configure your incoming email server to match the one you have registered in the :abbr:`SII (Servicio de Impuestos Internos)` in order to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:704 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:701 msgid "Automatically receive the vendor bills :abbr:`DTE (Documentos Tributarios Electrónicos)` and create the vendor bill based on this information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:706 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:703 msgid "Automatically send the reception acknowledgement to your vendor." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:707 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:704 msgid "Accept or claim the document and send this status to your vendor." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:710 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:707 msgid "Reception" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:712 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:709 msgid "As soon as the vendor email with the attached :abbr:`DTE (Documentos Tributarios Electrónicos)` is received:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:715 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:712 msgid "The vendor bill maps all the information included in the XML." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:716 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:713 msgid "An email is sent to the vendor with the reception acknowledgement." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:717 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:714 msgid "The :guilabel:`DTE Status` is set as :guilabel:`Acuse de Recibido Enviado`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:720 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:717 msgid "Acceptation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:722 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:719 msgid "If all the commercial information is correct on your vendor bill, then you can accept the document using the :guilabel:`Aceptar Documento` button. Once this is done, the :guilabel:`DTE Acceptation Status` changes to :guilabel:`Accepted` and an email of acceptance is sent to the vendor." msgstr "" @@ -18934,11 +19132,11 @@ msgstr "" msgid "Button for accepting vendor bills." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:731 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:728 msgid "Claim" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:733 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:730 msgid "In case there is a commercial issue or the information is not correct on your vendor bill, you can claim the document before validating it, using the :guilabel:`Claim` button. Once this is done, the :guilabel:`DTE Acceptation Status` changes to :guilabel:`Claim` and a rejection email is sent to the vendor." msgstr "" @@ -18947,122 +19145,122 @@ msgid "Claim button in vendor bills to inform the vendor all the document is com "rejected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:743 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:740 msgid "If you claim a vendor bill, the status changes from :guilabel:`Draft` to :guilabel:`Cancel` automatically. Considering this as best practice, all the claimed documents should be cancelled as they won't be valid for your accounting records." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:748 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:745 msgid "Electronic purchase invoice" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:750 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:747 msgid "The *electronic purchase invoice* is a feature included in the `l10n_cl_edi` module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:752 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:749 msgid "Once all configurations have been made for :ref:`electronic invoices ` (e.g., uploading a valid company certificate, setting up master data, etc.), the electronic purchase invoices need their own :abbr:`CAFs (Folio Authorization Code)`. Please refer to the :ref:`CAF documentation ` to check the details on how to acquire the :abbr:`CAFs (Folio Authorization Code)` for electronic purchase invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:758 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:755 msgid "Electronic purchase invoices are useful when vendors are not obligated to expedite an electronic vendor bill for your purchase. Still, your obligations require a document to be sent to the :abbr:`SII (Servicio de Impuestos Internos)` as proof of purchase." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:765 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:762 msgid "To generate an electronic purchase invoice from a vendor bill, the bill must be created in a purchase journal with the *Use Documents* feature enabled. It is possible to modify an existing purchase journal or create a new one in the following process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:769 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:766 msgid "To modify the existing purchase journal, or create a new purchase journal, navigate to :menuselection:`Accounting --> Configuration --> Journals`. Then, click the :guilabel:`New` button, and fill in the following required information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:773 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:770 msgid ":guilabel:`Type`: select :guilabel:`Purchase` from the drop-down menu for vendor bill journals." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:774 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:771 msgid ":guilabel:`Use Documents`: check this field so the journal can generate electronic documents (in this case the electronic purchase invoice)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:778 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:775 msgid "Generate an electronic purchase invoice" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:780 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:777 msgid "To generate this type of document, it is necessary to create a vendor bill in Odoo. To do so, navigate to :menuselection:`Accounting --> Vendors --> Bills`, and click the :guilabel:`New` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:783 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:780 msgid "When all of the electronic purchase invoice information is filled, select the option :guilabel:`(46) Electronic Purchase Invoice` in the :guilabel:`Document Type` field:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:786 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:783 msgid "After the vendor bill is posted:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:788 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:785 msgid "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax Document) is automatically created and added to the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:790 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:864 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:934 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:787 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:861 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:931 msgid "The :guilabel:`DTE SII Status` is set as :guilabel:`Pending to be sent`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:792 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:789 msgid "Odoo automatically updates the *DTE Status* every night using a scheduled action. To get a response from the :abbr:`SII (Servicio de Impuestos Internos)` immediately, click the :guilabel:`Send now to SII` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:797 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:794 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:725 msgid "Delivery guide" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:799 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:796 msgid "To install the :guilabel:`Delivery Guide` module, go to :menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click :guilabel:`Install` on the module :guilabel:`Chile - E-Invoicing Delivery Guide`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:804 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:801 msgid ":guilabel:`Chile - E-Invoicing Delivery Guide` has a dependency with :guilabel:`Chile - Facturación Electrónica`. Odoo will install the dependency automatically when the :guilabel:`Delivery Guide` module is installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:808 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:805 msgid "The *Delivery Guide* module includes the ability to send the :abbr:`DTE (Documentos Tributarios Electrónicos)` to :abbr:`SII (Servicio de Impuestos Internos)` and the stamp in PDF reports for deliveries." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:812 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:809 msgid "Once all configurations have been made for :ref:`electronic invoices ` (e.g., uploading a valid company certificate, setting up master data, etc.), delivery guides need their own :abbr:`CAFs (Folio Authorization Code)`. Please refer to the :ref:`CAF documentation ` to check the details on how to acquire the :abbr:`CAF (Folio Authorization Code)` for electronic Delivery Guides." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:818 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:815 msgid "Verify the following important information in the :guilabel:`Price for the Delivery Guide` configuration:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:821 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:818 msgid ":guilabel:`From Sales Order`: delivery guide takes the product price from the sales order and shows it on the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:823 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:820 msgid ":guilabel:`From Product Template`: Odoo takes the price configured in the product template and shows it on the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:825 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:822 msgid ":guilabel:`No show price`: no price is shown in the delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:827 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:824 msgid "Electronic delivery guides are used to move stock from one place to another and they can represent sales, sampling, consignment, internal transfers, and basically any product move." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:831 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:828 msgid "Delivery guide from a sales process" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:834 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:831 msgid "A delivery guide should **not** be longer than one page or contain more than 60 product lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:836 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:833 msgid "When a sales order is created and confirmed, a delivery order is generated. After validating the delivery order, the option to create a delivery guide is activated." msgstr "" @@ -19070,11 +19268,11 @@ msgstr "" msgid "Create Delivery Guide button on a sales process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:844 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:841 msgid "When clicking on :guilabel:`Create Delivery Guide` for the first time, a warning message pops up, stating the following:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:847 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:844 msgid "`No se encontró una secuencia para la guía de despacho. Por favor, establezca el primer número dentro del campo número para la guía de despacho`" msgstr "" @@ -19082,15 +19280,15 @@ msgstr "" msgid "First Delivery Guide number warning message." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:854 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:851 msgid "This warning message means the user needs to indicate the next sequence number Odoo has to take to generate the delivery guide (e.g. next available :abbr:`CAF (Folio Authorization Code)` number), and only happens the first time a delivery guide is created in Odoo. After the first document has been correctly generated, Odoo takes the next available number in the :abbr:`CAF (Folio Authorization Code)` file to generate the following delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:860 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:857 msgid "After the delivery guide is created:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:862 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:859 msgid "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax Document) is automatically created and added to the :guilabel:`chatter`." msgstr "" @@ -19098,11 +19296,11 @@ msgstr "" msgid "Chatter notes of Delivery Guide creation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:870 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:867 msgid "The :guilabel:`DTE Status` is automatically updated by Odoo with a scheduled action that runs every night. To get a response from the :abbr:`SII (Servicio de Impuestos Internos)` immediately, press the :guilabel:`Send now to SII` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:874 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:871 msgid "Once the delivery guide is sent, it may then be printed by clicking on the :guilabel:`Print Delivery Guide` button." msgstr "" @@ -19110,27 +19308,27 @@ msgstr "" msgid "Printing Delivery Guide PDF." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:881 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:878 msgid "Delivery guide will have fiscal elements that indicate that the document is fiscally valid when printed (if hosted in *Odoo SH* or on *On-premise* remember to manually add the :guilabel:`pdf417gen` library mentioned in the :ref:`Invoice PDF report section `)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:887 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:884 msgid "Electronic receipt" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:889 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:886 msgid "To install the :guilabel:`Electronic Receipt` module, go to :menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click :guilabel:`Install` on the module :guilabel:`Chile - Electronic Receipt`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:894 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:891 msgid ":guilabel:`Chile - Electronic Receipt` has a dependency with :guilabel:`Chile - Facturación Electrónica`. Odoo will install the dependency automatically when the :guilabel:`E-invoicing Delivery Guide` module is installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:898 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:895 msgid "Once all configurations have been made for :ref:`electronic invoices ` (e.g., uploading a valid company certificate, setting up master data, etc.), electronic receipts need their own :abbr:`CAFs (Folio Authorization Code)`. Please refer to the :ref:`CAF documentation ` to check the details on how to acquire the :abbr:`CAFs (Folio Authorization Code)` for electronic receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:904 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:901 msgid "Electronic receipts are useful when clients do not need an electronic invoice. By default, there is a partner in the database called :guilabel:`Anonymous Final Consumer` with a generic :abbr:`RUT (Rol Único Tributario)` `66666666-6` and taxpayer type of :guilabel:`Final Consumer`. This partner can be used for electronic receipts or a new record may be created for the same purpose." msgstr "" @@ -19138,7 +19336,7 @@ msgstr "" msgid "Electronic Receipt module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:913 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:910 msgid "Although electronic receipts should be used for final consumers with a generic :abbr:`RUT (Rol Único Tributario)`, it can also be used for specific partners. After the partners and journals are created and configured, the electronic receipts are created in the standard way as electronic invoice, but the type of document :guilabel:`(39) Electronic Receipt` should be selected in the invoice form:" msgstr "" @@ -19146,15 +19344,15 @@ msgstr "" msgid "Document type 39 for Electronic Receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:925 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:922 msgid "When all of the electronic receipt information is filled, manually (or automatically) proceed to validate the receipt from the sales order. By default, :guilabel:`Electronic Invoice` is selected as the :guilabel:`Document Type`, however in order to validate the receipt correctly, make sure to edit the :guilabel:`Document Type` and change to :guilabel:`Electronic Receipt`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:930 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:927 msgid "After the receipt is posted:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:932 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:929 msgid "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax Document) is created automatically and added to the :guilabel:`chatter`." msgstr "" @@ -19162,35 +19360,35 @@ msgstr "" msgid "Electronic Receipts STE creation status." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:940 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:937 msgid "The :guilabel:`DTE Status` is automatically updated by Odoo with a scheduled action that runs every day at night. To get a response from the :abbr:`SII (Servicio de Impuestos Internos)` immediately, press the :guilabel:`Send now to SII` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:944 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:941 msgid "Please refer to the :ref:`DTE Workflow ` for electronic invoices as the workflow for electronic receipt follows the same process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:948 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:945 msgid "Electronic export of goods" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:950 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:947 msgid "To install the :guilabel:`Electronic Exports of Goods` module, go to :menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click :guilabel:`Install` on the module :guilabel:`Electronic Exports of Goods for Chile`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:955 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:952 msgid ":guilabel:`Chile - Electronic Exports of Goods for Chile` has a dependency with :guilabel:`Chile - Facturación Electrónica`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:958 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:955 msgid "Once all configurations have been made for :ref:`electronic invoices ` (e.g., uploading a valid company certificate, setting up master data, etc.), electronic exports of goods need their own :abbr:`CAFs (Folio Authorization Code)`. Please refer to the :ref:`CAF documentation ` to check the details on how to acquire the :abbr:`CAFs (Folio Authorization Code)` for electronic receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:964 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:961 msgid "Electronic invoices for the export of goods are tax documents that are used not only for the :abbr:`SII (Servicio de Impuestos Internos)` but are also used with customs and contain the information required by it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:969 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:966 msgid "Contact configurations" msgstr "" @@ -19198,11 +19396,11 @@ msgstr "" msgid "Taxpayer Type needed for the Electronic Exports of Goods module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:976 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:973 msgid "Chilean customs" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:978 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:975 msgid "When creating an electronic exports of goods invoice, these new fields in the :guilabel:`Other Info` tab are required to comply with Chilean regulations." msgstr "" @@ -19210,11 +19408,11 @@ msgstr "" msgid "Chilean customs fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:986 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:983 msgid "PDF report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:988 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:985 msgid "Once the invoice is accepted and validated by the :abbr:`SII (Servicio de Impuestos Internos)` and the PDF is printed, it includes the fiscal elements that indicate that the document is fiscally valid and a new section needed for customs." msgstr "" @@ -19222,12 +19420,12 @@ msgstr "" msgid "PDF report section for the Electronic Exports of Goods PDF Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:997 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:994 #: ../../content/applications/finance/fiscal_localizations/peru.rst:888 msgid "eCommerce electronic invoicing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:999 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:996 msgid "To install the :guilabel:`Chilean eCommerce` module, go to :menuselection:`Apps, search for the module by its technical name `l10n_cl_edi_website_sale`, and click the :guilabel:`Activate` button." msgstr "" @@ -19235,27 +19433,27 @@ msgstr "" msgid "l10n_cl eCommerce module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1006 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1003 msgid "This module enables the features and configurations to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1008 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1005 msgid "Generate electronic documents from the *eCommerce* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1009 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1006 msgid "Support for required fiscal fields in the *eCommerce* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1010 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1007 msgid "Effectively let the final client decide the electronic document to be generated for their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1013 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1010 msgid "Once all of the configurations are made for the Chilean :ref:`electronic invoice ` flow, the following configurations are required for the eCommerce flow to be integrated." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1017 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1014 msgid "To configure your website to generate electronic documents during the sale process, go to :menuselection:`Website --> Configuration --> Settings --> Invoicing` and activate the :guilabel:`Automatic Invoice` feature. Activating this feature allows electronic documents to be automatically generated when an online payment is confirmed." msgstr "" @@ -19263,15 +19461,15 @@ msgstr "" msgid "Invoice Policy and Automatic Invoice configurations." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1026 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1023 msgid "Since an online payment needs to be confirmed for the *automatic invoice* feature to generate the document, a payment provider must be configured for the related website." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1030 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1027 msgid "Review the :doc:`../payment_providers` documentation for information on which payment providers are supported in Odoo, and how to configure them." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1033 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1030 msgid "It is also recommended to configure your products so they are able to be invoiced when an online payment is confirmed. To do so, go to :menuselection:`Website --> eCommerce --> Products` and select the product template of the desired product. Then, set the :guilabel:`Invoicing Policy` to :guilabel:`Ordered quantities`." msgstr "" @@ -19279,13 +19477,13 @@ msgstr "" msgid "Invoice Policy configuration in Products." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1043 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1129 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1040 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1126 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:673 msgid "Invoicing flows" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1045 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1042 msgid "Clients from Chile will be able to select if they need an **invoice** or a **ballot** for their purchase with an extra step added during the checkout process." msgstr "" @@ -19293,7 +19491,7 @@ msgstr "" msgid "Option for EDI Documents for clients." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1052 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1049 msgid "If the customer selects the :guilabel:`Electronic Invoice` option, fiscal fields are required to be filled out, including the :guilabel:`Activity Description`, the :guilabel:`Identification Number` and their :guilabel:`DTE Email`." msgstr "" @@ -19301,24 +19499,24 @@ msgstr "" msgid "Fiscal fields required for an Invoice to be requested." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1060 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1057 msgid "If the client selects the :guilabel:`Electronic Receipts` option, they will be directed to the next step, and the electronic document will be generated for the *Consumidor Final Anónimo* contact." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1063 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1060 msgid "Clients from countries other than Chile, will have their electronic receipts automatically generated for them by Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1067 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1064 msgid "If a purchase through eCommerce requires an export, the customer will need to contact your company to generate an electronic export invoice (*document type 110*), which can be done from the *Accounting* app." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1072 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1069 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:655 msgid "Point of Sale electronic invoicing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1074 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1071 msgid "To install the :guilabel:`Chilean Module for Point of Sale`, go to the :menuselection:`Apps` application on the main Odoo dashboard, search for the module by its technical name `l10n_cl_edi_pos`, and click the :guilabel:`Activate` button." msgstr "" @@ -19326,47 +19524,47 @@ msgstr "" msgid "l10n_cl POS EDI module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1082 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1079 msgid "This module enables the following features and configurations to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1084 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1081 msgid "Generate electronic documents from the *Point of Sale* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1085 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1082 msgid "Support the required fiscal fields for contacts created in the *Point of Sale* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1086 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1083 msgid "Effectively lets the final client decide the type of electronic document to be generated for their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1088 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1085 msgid "Print QR or 5-digit codes in tickets to access to electronic invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1090 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1087 msgid "To configure contacts with the required fiscal information, review the :ref:`partner information ` section, or directly modify a contact. Navigate to :menuselection:`Point of Sale --> Session --> Customers --> Details`, and edit any of the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1097 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1094 msgid ":guilabel:`Identification Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1098 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1095 msgid ":guilabel:`Tax Payer Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1099 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1096 msgid ":guilabel:`Type Giro`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1100 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1097 msgid ":guilabel:`DTE Email`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1101 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1098 msgid ":guilabel:`RUT`" msgstr "" @@ -19374,7 +19572,7 @@ msgstr "" msgid "Contact with fiscal information created from POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1107 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1104 msgid "To configure the products, navigate to :menuselection:`Point of Sale --> Products --> Products` and select a product record. In the :guilabel:`Sales` tab of the product form, it is necessary to mark the product as :guilabel:`Available for POS`, this makes the product available for sale in the *Point of Sale* app." msgstr "" @@ -19382,15 +19580,15 @@ msgstr "" msgid "Product with fiscal information created from POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1116 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1113 msgid "Optionally, the following features are available for configuration in the :menuselection:`Point of Sale --> Configuration --> Settings --> Bills & Receipts section`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1119 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1116 msgid ":guilabel:`Use QR code on ticket`: this feature enables a QR code to be printed on the user's receipt so they can easily request an invoice after their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1121 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1118 msgid ":guilabel:`Generate a code on ticket`: this feature enables a 5-digit code to be generated on the receipt, allowing the user to request an invoice through the customer portal" msgstr "" @@ -19398,15 +19596,15 @@ msgstr "" msgid "Configuration to generate QR or 5 digit codes on tickets." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1131 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1128 msgid "The following sections cover the invoicing flows for the *Point of Sale* application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1134 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1131 msgid "Electronic receipts: anonymous end user" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1136 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1133 msgid "When making a purchase as an anonymous user that does not request an electronic invoice, Odoo automatically selects :guilabel:`Consumidor Final Anónimo` as the contact for the order and generates the electronic receipt." msgstr "" @@ -19414,15 +19612,15 @@ msgstr "" msgid "Automatic contact selection of an anonymous end consumer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1145 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1142 msgid "If the client requests a credit note due to a return of their purchase, the credit note should be made using the *Accounting* app. See the :doc:`credit notes and refunds <../accounting/customer_invoices/credit_notes>` documentation for detailed instructions." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1150 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1147 msgid "Electronic receipts: specific customer" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1152 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1149 msgid "When specific user makes a purchase that does not request an electronic invoice, Odoo automatically selects the contact for the order as the :guilabel:`Consumidor Final Anónimo`, and allows you to select or create the required customer contact with their fiscal information for the receipt." msgstr "" @@ -19430,16 +19628,16 @@ msgstr "" msgid "Selection of contact for the receipt." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1161 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1158 msgid "If the client requests a credit note because of a return of this type of purchase, the credit note and return process can be managed directly from the :abbr:`POS (Point of Sale)` session." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1165 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:260 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1162 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:285 msgid "Electronic invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1167 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1164 msgid "When clients request an electronic invoice, it is possible to select or create the required contact with their fiscal information. When the payment is being made, select the option :guilabel:`Invoice` to generate the document." msgstr "" @@ -19447,15 +19645,15 @@ msgstr "" msgid "Selection of invoice option at payment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1176 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1173 msgid "For both the electronic receipts and invoices, if the product is not affected by taxes, Odoo detects this and generates the correct type of document for tax-exempt sales." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1180 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1177 msgid "Returns" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1182 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1179 msgid "For electronic receipts (not generated for the *Consumidor Final Anónimo*) and electronic invoices, it is possible to manage the process to return products sold in a :abbr:`POS (Point of Sale)` order by selecting the :guilabel:`Refund` button." msgstr "" @@ -19463,7 +19661,7 @@ msgstr "" msgid "Refund option in the POS application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1190 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1187 msgid "Orders can be searched by the order status or by contact, and be selected for the refund to be based on the client's original order." msgstr "" @@ -19471,23 +19669,23 @@ msgstr "" msgid "Selection of order for the refund process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1197 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1194 msgid "When the return payment is validated, Odoo generates the necessary credit note, referencing the original receipt or invoice, partially or fully cancelling the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1201 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1198 msgid "`Smart tutorial - Electronic invoicing for point of sale `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1208 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1205 msgid "Balance tributario de 8 columnas" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1210 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1207 msgid "This report presents the accounts in detail (with their respective balances), classifying them according to their origin and determining the level of profit or loss that the business had within the evaluated period of time." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1214 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1211 msgid "You can find this report in :menuselection:`Accounting --> Reporting --> Balance Sheet` and selecting in the :guilabel:`Report` field the option :guilabel:`Chilean Fiscal Balance (8 Columns) (CL)`." msgstr "" @@ -19499,23 +19697,23 @@ msgstr "" msgid "Chilean Fiscal Balance (8 Columns)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1227 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1224 msgid "Propuesta F29" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1229 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1226 msgid "The form *F29* is a new system that the :abbr:`SII (Servicio de Impuestos Internos)` enabled to taxpayers, and that replaces the *Purchase and Sales Books*. This report is integrated by Purchase Register (CR) and the Sales Register (RV). Its purpose is to support the transactions related to VAT, improving its control and declaration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1235 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1232 msgid "The *Propuesta F29 (CL)* report in Odoo covers the basic legal requirements as a first proposal for your final tax declaration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1238 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1235 msgid "This record is supplied by the electronic tax documents (DTE's) that have been received by the :abbr:`SII (Servicio de Impuestos Internos)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1241 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1238 msgid "You can find this report in :menuselection:`Accounting --> Reporting --> Tax Reports` and selecting the :guilabel:`Report` option :guilabel:`Propuesta F29 (CL)`." msgstr "" @@ -19523,7 +19721,7 @@ msgstr "" msgid "Location of the Propuesta F29 (CL) Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1248 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1245 msgid "It is possible to set the :abbr:`PPM (Provisional Monthly Payments rate)` and the :guilabel:`Proportional Factor for the fiscal year` from the :menuselection:`Accounting --> Configuration --> Settings`." msgstr "" @@ -19531,7 +19729,7 @@ msgstr "" msgid "Default PPM and Proportional Factor for the Propuesta F29 Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1256 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1253 msgid "Or manually in the reports by clicking on the :guilabel:`✏️ (pencil)` icon." msgstr "" @@ -19543,579 +19741,605 @@ msgstr "" msgid "Colombia" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:7 -msgid "Odoo's Colombian localization package provides accounting, fiscal, and legal features for databases in Colombia – such as chart of accounts, taxes, and electronic invoicing." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:8 +msgid "Odoo's Colombian localization package provides accounting, fiscal, and legal features for databases in Colombia - such as chart of accounts, taxes, and electronic invoicing. The localization has the following `prerequisites `_ when using the `DIAN Own Software `_ solution with Odoo:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:10 -msgid "In addition, a series of videos on the subject is also available. These videos cover how to start from scratch, set up configurations, complete common workflows, and provide in-depth looks at some specific use cases as well." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:16 +msgid "Be registered in the `RUT `_ (Registro Único Tributario) with a valid |NIT|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:15 -msgid "`Smart Tutorial - Colombian Localization `_." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:19 +msgid "Have a valid digital signature certificate `approved by the ONAC `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:21 +msgid "`Register and get enabled `_ by completing the certification process required by the |DIAN|." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:26 -msgid ":ref:`Install ` the following modules to get all the features of the Colombian localization:" +msgid "For more information on how to complete the certification process for the |DIAN| module, review the following `webinar `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:36 -msgid ":guilabel:`Colombia - Accounting`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:37 -msgid "`l10n_co`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:38 -msgid "Default :ref:`fiscal localization package `. This module adds the base accounting features for the Colombian localization: chart of accounts, taxes, withholdings, and identification document type." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:28 +msgid "`Smart Tutorial - Colombian Localization `_." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:41 -msgid ":guilabel:`Colombian - Accounting Reports`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:42 -msgid "`l10n_co_reports`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:43 -msgid "Includes accounting reports for sending certifications to suppliers for withholdings applied." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:44 -msgid ":guilabel:`Electronic invoicing for Colombia with Carvajal`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:45 -msgid "`l10n_co_edi`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:46 -msgid "This module includes the features required for integration with Carvajal, and generates the electronic invoices and support documents related to the vendor bills, based on |DIAN| regulations." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:49 -msgid ":guilabel:`Colombian - Point of Sale`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:50 -msgid "`l10n_co_pos`" +msgid ":ref:`Install ` the following modules to get all the features of the Colombian localization:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:51 -msgid "Includes Point of Sale receipts for Colombian localization." +msgid ":guilabel:`Colombia - Accounting`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:54 -msgid "When `Colombia` is selected for a company's :guilabel:`Fiscal Localization`, Odoo automatically installs certain modules." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:52 +msgid "`l10n_co`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:53 +msgid "Default :ref:`fiscal localization package `. This module adds the base accounting features for the Colombian localization: chart of accounts, taxes, withholdings, and identification document type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:56 +msgid ":guilabel:`Electronic invoicing for Colombia with DIAN`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:57 +msgid "`l10n_co_dian`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:58 -msgid "Company configuration" +msgid "This module includes the features required for integration with the |DIAN| as its own software, and adds the ability to generate electronic invoices and support documents based on |DIAN| regulations." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:60 -msgid "To configure your company information, go to the :menuselection:`Contacts` app, and search for your company." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:61 +msgid ":guilabel:`Colombian - Accounting Reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:62 +msgid "`l10n_co_reports`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:63 -msgid "Alternatively, activate :ref:`developer mode ` and navigate to :menuselection:`General Setting --> Company --> Update Info --> Contact`. Then, edit the contact form and configure the following information:" +msgid "This module includes accounting reports for sending certifications to suppliers for withholdings applied." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:65 +msgid ":guilabel:`Electronic invoicing for Colombia with Carvajal`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:66 +msgid "`l10n_co_edi`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:67 -msgid ":guilabel:`Company Name`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:68 -msgid ":guilabel:`Address`: Including :guilabel:`City`, :guilabel:`Department` and :guilabel:`ZIP` code." +msgid "This module includes the features required for integration with Carvajal. Adds the ability to generate the electronic invoices and support documents, based on |DIAN| regulations." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:69 -msgid ":guilabel:`Identification Number`: Select the :guilabel:`Identification Type` (`NIT`, `Cédula de Ciudadanía`, `Registro Civil`, etc.). When the :guilabel:`Identification Type` is `NIT`, the :guilabel:`Identification Number` **must** have the *verification digit* at the end of the ID prefixed by a hyphen (`-`)." +msgid ":guilabel:`Colombian - Point of Sale`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:74 -msgid "Next, configure the :guilabel:`Fiscal Information` in the :guilabel:`Sales & Purchase` tab:" +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:70 +msgid "`l10n_co_pos`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:76 -msgid ":guilabel:`Obligaciones y Responsabilidades`: Select the fiscal responsibility for the company (`O-13` Gran Contribuyente, `O-15` Autorretenedor, `O-23` Agente de retención IVA, `O-47` Regimen de tributación simple, `R-99-PN` No Aplica)." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:71 +msgid "This module includes **Point of Sale** receipts for Colombian localization." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:79 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:173 -msgid ":guilabel:`Gran Contribuyente`: If the company is *Gran Contribuyente* this option should be selected." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:78 +msgid "To configure your company information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:81 -msgid ":guilabel:`Fiscal Regimen`: Select the Tribute Name for the company (`IVA`, `INC`, `IVA e INC`, or `No Aplica`)" +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:80 +msgid "Access your company's contact form:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:82 +msgid "Go to the :guilabel:`Contacts` app and search for your company or;" msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:83 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:177 -msgid ":guilabel:`Commercial Name`: If the company uses a specific commercial name, and it needs to be displayed in the invoice." +msgid "Go to the :guilabel:`Settings` app, activate the :ref:`developer mode `, and in the :guilabel:`Companies` section, click :guilabel:`Update Info`. Then, in the :guilabel:`Contact` field, click on the company name." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:87 -msgid "Carjaval credentials configuration" +msgid "Configure the following information:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:89 -msgid "Once the modules are installed, the user credentials **must** be configured, in order to connect with Carvajal Web Service. To do so, navigate to :menuselection:`Accounting --> Configuration --> Settings` and scroll to the :guilabel:`Colombian Electronic Invoicing` section. Then, fill in the required configuration information provided by Carvajal:" +msgid ":guilabel:`Company Name`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:94 -msgid ":guilabel:`Username` and :guilabel:`Password`: Username and password (provided by Carvajal) to the company." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:90 +msgid ":guilabel:`Address`: Including :guilabel:`City`, :guilabel:`Department`, and :guilabel:`ZIP` code." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:96 -msgid ":guilabel:`Company Registry`: Company's NIT number *without* the verification code." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:97 -msgid ":guilabel:`Account ID`: Company's NIT number followed by `_01`." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:92 +msgid ":guilabel:`Identification Number`: Select the :guilabel:`Identification Type` (:guilabel:`NIT`, :guilabel:`Cédula de Ciudadanía`, :guilabel:`Registro Civil`, etc.). When the :guilabel:`Identification Type` is :guilabel:`NIT`, the :guilabel:`Identification Number` **must** have the *verification digit* at the end of the ID prefixed by a hyphen (`-`)." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:98 -msgid ":guilabel:`Colombia Template Code`: Select one of the two available templates (`CGEN03` or `CGNE04`) to be used in the PDF format of the electronic invoice." +msgid "Go to the :guilabel:`Sales & Purchase` tab and configure the :guilabel:`Fiscal Information`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:101 -msgid "Enable the :guilabel:`Test mode` checkbox to connect with the Carvajal testing environment." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:100 +msgid ":guilabel:`Obligaciones y Responsabilidades`: Select the fiscal responsibility for the company. (:guilabel:`O-13` Gran Contribuyente, :guilabel:`O-15` Autorretenedor, :guilabel:`O-23` Agente de retención IVA, :guilabel:`O-47` Regimen de tributación simple, :guilabel:`R-99-PN` No Aplica)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:103 -msgid "Once Odoo and Carvajal are fully configured and ready for production, deactivate the :guilabel:`Test mode` checkbox to use the production database." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:104 +msgid ":guilabel:`Gran Contribuyente`: If the company is *Gran Contribuyente*, enable this option." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:-1 -msgid "Configure credentials for Carvajal web service in Odoo." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:105 +msgid ":guilabel:`Fiscal Regimen`: Select the Tribute Name for the company (:guilabel:`IVA`, :guilabel:`INC`, :guilabel:`IVA e INC`, or :guilabel:`No Aplica`)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:107 +msgid ":guilabel:`Commercial Name`: If the company uses a specific commercial name and it needs to be displayed in the invoice." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:111 -msgid ":guilabel:`Test mode` must **only** be used on duplicated databases, **not** the production environment." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:115 -msgid "Report data configuration" +msgid "The data configured in the :guilabel:`Fiscal Information` section is printed in the valid fiscal PDF reports." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:117 -msgid "Report data can be defined for the fiscal section and bank information of the PDF as part of the configurable information sent in the XML." +msgid "Electronic invoicing credentials and |DIAN| environment" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:120 -msgid "Navigate to :menuselection:`Accounting --> Configuration --> Settings`, and scroll to the :guilabel:`Colombian Electronic Invoicing` section, in order to find the :guilabel:`Report Configuration` fields. Here the header information for each report type can be configured." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:119 +msgid "To configure the user credentials to be used to connect with the |DIAN|'s web service and the |DIAN| environment, navigate to :menuselection:`Accounting --> Configuration --> Settings` and scroll to the :guilabel:`Colombian Electronic Invoicing` section. Then, follow these steps:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:123 +msgid "Select :guilabel:`DIAN: Free Service` as the :guilabel:`Electronic Invoicing Provider`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:124 -msgid ":guilabel:`Gran Contribuyente`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:125 -msgid ":guilabel:`Tipo de Régimen`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:126 -msgid ":guilabel:`Retenedores de IVA`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:127 -msgid ":guilabel:`Autorretenedores`" +msgid "Configure the :guilabel:`Operation Modes` for the respective types of documents (*electronic invoices* or *support documents*) to be generated from Odoo. Click :guilabel:`Add a line`, then fill in the fields:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:128 -msgid ":guilabel:`Resolución Aplicable`" +msgid ":guilabel:`Software Mode`: the type of document to be generated with the operation mode." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:129 -msgid ":guilabel:`Actividad Económica`" +msgid ":guilabel:`Software ID`: the ID generated by |DIAN| for the specific operation mode." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:130 -msgid ":guilabel:`Bank Information`" +msgid ":guilabel:`Software PIN`: the PIN selected in the operation mode configuration in the |DIAN| portal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:132 +msgid ":guilabel:`Testing ID`: the testing ID generated by |DIAN| and obtained after testing the operation mode." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:135 -msgid "Master data configuration" +msgid "Configure the available :guilabel:`Certificates` to sign the electronic documents. Click :guilabel:`Add a line`, then fill in the fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:140 -msgid "Partner contacts can be created in the *Contacts* app. To do so, navigate to :menuselection:`Contacts`, and click the :guilabel:`Create` button." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:138 +msgid ":guilabel:`Name`: the name of the certificate." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:143 -msgid "Then, name the contact, and using the radio buttons, select the contact type, either :guilabel:`Individual` or :guilabel:`Company`." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:139 +msgid ":guilabel:`Certificate`: upload the certificate file in PEM format. In the :guilabel:`Private Key` field that appears on the screen, select an existing private key or create a new one. To do so, enter a key name and select :guilabel:`Create and edit`. Then, in the :guilabel:`Create Private Key` wizard, upload a valid :guilabel:`Key file` and click :guilabel:`Save & Close`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:146 -msgid "Complete the full :guilabel:`Address`, including the :guilabel:`City`, :guilabel:`State`, and :guilabel:`ZIP` code. Then, complete the identification and fiscal information." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:0 +msgid "Colombian electronic invoicing credentials configured." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:147 +msgid "Configure the |DIAN| environment; the |DIAN| electronic invoicing module offers three different |DIAN| environments to connect with:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:150 -msgid "Identification information" +msgid "**Certification environment**: This environment is useful to pass the |DIAN| certification process and obtain the *Enabled* status to invoice from Odoo. To activate it, enable both the :guilabel:`Test environment` and the :guilabel:`Activate the certification process` checkboxes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:152 -msgid "Identification types, defined by the |DIAN|, are available on the partner form, as part of the Colombian localization. Colombian partners **must** have their :guilabel:`Identification Number` (VAT) and :guilabel:`Document Type` set." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:154 +msgid "**Testing environment**: This environment allows reproducing electronic invoicing flows and validations in the |DIAN| testing portal. To activate it, enable only the :guilabel:`Test Environment` checkbox." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:157 -msgid "When the :guilabel:`Document Type` is `NIT`, the :guilabel:`Identification Number` needs to be configured in Odoo, including the *verification digit at the end of the ID, prefixed by a hyphen (`-`)*." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:158 +msgid "**Production environment**: Activate production databases to generate valid electronic documents. To activate it, disable both the :guilabel:`Test environment` and the :guilabel:`Activate the certification process` checkboxes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:164 -msgid "The partner's responsibility codes (section 53 in the :abbr:`RUT (Registro único tributario)` document) are included as part of the electronic invoicing module, as it is required by the |DIAN|." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:163 +msgid "In a multi-company database, each company can have its own certificate." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:167 -msgid "The required fields can be found under :menuselection:`Partner --> Sales & Purchase Tab --> Fiscal Information section`:" +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:166 +msgid "For electronic invoicing configurations using the Carvajal solution, review the following video: `Configuración de Facturación Electrónica - Localización de Colombia `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:170 -msgid ":guilabel:`Obligaciones y Responsabilidades`: Select the fiscal responsibility for the company (`O-13` Gran Contribuyente, `O-15` Autorretenedor, `O-23` Agente de retención IVA, `O-47` Regimen de tributación simple, or `R-99-PN` No Aplica)." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:173 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:174 +msgid "Master data" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:175 -msgid ":guilabel:`Fiscal Regimen`: Select the tribute name for the company (`IVA`, `INC`, `IVA e INC`, or `No Aplica`)" +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:180 +msgid "Configure the following fields on the :doc:`contact form <../../essentials/contacts>`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:183 -msgid "To manage products, navigate to :menuselection:`Accounting --> Customers --> Products`, then click on a product." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:182 +msgid ":guilabel:`Identification Number` (VAT): Select the identification number type and enter the identification number. If the identification number type is :guilabel:`NIT`, the identification number must include the verification digit at the end, prefixed by a hyphen (`-`)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:186 -msgid "When adding general information on the product form, it is required that either the :guilabel:`UNSPSC Category` (:guilabel:`Accounting` tab), or :guilabel:`Internal Reference` (:guilabel:`General Information` tab) field is configured. Be sure to :guilabel:`Save` the product once configured." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:185 +msgid ":ref:`Fiscal Information fields ` in the :guilabel:`Sales & Purchase` tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:194 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:193 +msgid "Access the product's form via :menuselection:`Accounting --> Customers --> Products` and ensure that either the :guilabel:`UNSPSC Category` field (found in the :guilabel:`Accounting tab`) or the :guilabel:`Internal Reference` field (in the :guilabel:`General Information` tab) is configured." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:202 msgid "To create or modify taxes, go to :menuselection:`Accounting --> Configuration --> Taxes`, and select the related tax." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:197 -msgid "If sales transactions include products with taxes, the :guilabel:`Value Type` field in the :guilabel:`Advanced Options` tab needs to be configured per tax. Retention tax types (:guilabel:`ICA`, :guilabel:`IVA`, :guilabel:`Fuente`) are also included. This configuration is used to display taxes correctly in the invoice PDF." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:205 +msgid "If sales transactions include products with taxes, configure the :guilabel:`Value Type` field in the :guilabel:`Advanced Options` tab. Retention tax types (:guilabel:`ICA`, :guilabel:`IVA`, :guilabel:`Fuente`) are also included. This configuration is used to display taxes correctly on the invoice." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:-1 -msgid "The ICA, IVA and Fuente fields in the Advanced Options tab in Odoo." +msgid "Specific tax configurations per DIAN regulations." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:209 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:216 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:85 #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:239 msgid "Sales journals" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:211 -msgid "Once the |DIAN| has assigned the official sequence and prefix for the electronic invoice resolution, the sales journals related to the invoice documents **must** be updated in Odoo. To do so, navigate to :menuselection:`Accounting --> Configuration --> Journals`, and select an existing sales journal, or create a new one with the :guilabel:`Create` button." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:216 -msgid "On the sales journal form, input the :guilabel:`Journal Name`, :guilabel:`Type`, and set a unique :guilabel:`Short Code` in the :guilabel:`Journals Entries` tab. Then, configure the following data in the :guilabel:`Advanced Settings` tab:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:220 -msgid ":guilabel:`Electronic invoicing`: Enable :guilabel:`UBL 2.1 (Colombia)`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:221 -msgid ":guilabel:`Invoicing Resolution`: Resolution number issued by |DIAN| to the company." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:222 -msgid ":guilabel:`Resolution Date`: Initial effective date of the resolution." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:218 +msgid "Once the |DIAN| has assigned the official sequence and prefix for the electronic invoice resolution, the sales journals related to the invoices **must** be updated in Odoo. To do so, navigate to :menuselection:`Accounting --> Configuration --> Journals` and select an existing sales journal or create a new one with the :guilabel:`Create` button." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:223 -msgid ":guilabel:`Resolution end date`: End date of the resolution's validity." +msgid "On the sales journal form, enter the :guilabel:`Journal Name` and :guilabel:`Type`, then set a unique :guilabel:`Short Code` in the :guilabel:`Journals Entries` tab. Then, configure the following data in the :guilabel:`Advanced Settings` tab:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:224 -msgid ":guilabel:`Range of Numbering (minimum)`: First authorized invoice number." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:225 -msgid ":guilabel:`Range of Numbering (maximum)`: Last authorized invoice number." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:227 +msgid ":guilabel:`Electronic invoicing`: enable UBL 2.1 (Colombia)." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:228 -msgid "The sequence and resolution of the journal **must** match the one configured in Carvajal and the |DIAN|." +msgid ":guilabel:`Invoicing Resolution`: resolution number issued by |DIAN| to the company via their test set." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:230 +msgid ":guilabel:`Resolution Date`: initial effective date of the resolution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:231 +msgid ":guilabel:`Resolution End Date`: end date of the resolution's validity." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:232 -msgid "Invoice sequence" +msgid ":guilabel:`Range of Numbering (minimum)`: first authorized invoice number." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:233 +msgid ":guilabel:`Range of Numbering (maximum)`: last authorized invoice number." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:234 -msgid "The invoice sequence and prefix **must** be correctly configured when the first document is created." +msgid ":guilabel:`Technical Key`: control key received from the |DIAN| portal test set or from their web service in case of the production environment." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:237 -msgid "Odoo automatically assigns a prefix and sequence to the following invoices." +msgid "When the database is configured for the :ref:`production environment `, instead of configuring these fields manually, click the :guilabel:`Reload DIAN configuration` button to obtain the |DIAN| resolution information from the |DIAN| web service." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:240 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:-1 +msgid "Reload DIAN configuration button in sale journals." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:246 +msgid "The short code and resolution of the journal **must** match the ones received in the |DIAN| portal test set or from the MUISCA portal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:248 +msgid "The :ref:`invoice sequence and prefix ` **must** be correctly configured when the first invoice is created. Odoo automatically assigns a prefix and sequence to the following invoices." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:255 msgid "Purchase journals" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:242 -msgid "Once the |DIAN| has assigned the official sequence and prefix for the *support document* related to vendor bills, the purchase journals related to their supporting documents need to be updated in Odoo. The process is similar to the configuration of the :ref:`sales journals `." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:249 -msgid "The :doc:`chart of accounts ` is installed by default as part of the localization module, the accounts are mapped automatically in taxes, default account payable, and default account receivable. The chart of accounts for Colombia is based on the PUC (Plan Unico de Cuentas)." -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/colombia.rst:257 -msgid "Main workflows" +msgid "Once the |DIAN| has assigned the official sequence and prefix for the *support document* related to vendor bills, the purchase journals related to their supporting documents need to be updated in Odoo. The process is similar to the configuration of the :ref:`sales journals `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:262 -msgid "The following is a breakdown of the main workflow for electronic invoices with the Colombian localization:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:265 -msgid "Sender creates an invoice." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:266 -msgid "Electronic invoice provider generates the legal XML file." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:267 -msgid "Electronic invoice provider creates the CUFE (Invoice Electronic Code) with the electronic signature." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:269 -msgid "Electronic invoice provider sends a notification to |DIAN|." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:270 -msgid "|DIAN| validates the invoice." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:271 -msgid "|DIAN| accepts or rejects the invoice." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:263 +msgid "For more information on support document journals using the Carvajal solution, review the `Documento Soporte - Localización de Colombia video `_." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:272 -msgid "Electronic invoice provider generates the PDF invoice with a QR code." +msgid "The :doc:`chart of accounts ` is installed by default as part of the localization module. The accounts are mapped automatically in taxes, default account payable, and default account receivable. The chart of accounts for Colombia is based on the PUC (Plan Unico de Cuentas)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:273 -msgid "Electronic invoice provider sends invoice to the acquirer." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:274 -msgid "Acquirer sends a receipt of acknowledgement, and accepts or rejects the invoice." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:275 -msgid "Sender downloads a :file:`.zip` file with the PDF and XML." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:-1 -msgid "Electronic invoice workflow for Colombian localization." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:280 +msgid "Main workflows" msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:287 -msgid "The functional workflow taking place before an invoice validation does **not** alter the main changes introduced with the electronic invoice." +msgid "The following is a breakdown of the main workflow for electronic invoices with the Colombian localization:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:290 -msgid "Electronic invoices are generated and sent to both the |DIAN| and customer through Carvajal's web service integration. These documents can be created from your sales order or manually generated. To create a new invoice, go to :menuselection:`Accounting --> Customers --> Invoices`, and select :guilabel:`Create`. On the invoice form configure the following fields:" +msgid "The user creates an invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:291 +msgid "Odoo generates the legal XML file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:292 +msgid "Odoo generates the CUFE (Invoice Electronic Code) with the electronic signature." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:293 +msgid "Odoo sends a notification to DIAN." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:294 +msgid "|DIAN| validates the invoice." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:295 -msgid ":guilabel:`Customer`: Customer's information." +msgid "|DIAN| accepts or rejects the invoice." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:296 -msgid ":guilabel:`Journal`: Journal used for electronic invoices." +msgid "Odoo generates the PDF invoice with a QR code." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:297 -msgid ":guilabel:`Electronic Invoice Type`: Select the type of document. By default, :guilabel:`Factura de Venta` is selected." +msgid "Odoo compresses the attached document (containing the sent XML file and the DIAN validation response) and the fiscal valid PDF into a :file:`.zip` file." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:299 -msgid ":guilabel:`Invoice Lines`: Specify the products with the correct taxes." +msgid "The user sends the invoice (:file:`.zip` file) via Odoo to the acquirer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:301 -msgid "When done, click :guilabel:`Confirm`." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:307 +msgid "The functional workflow taking place before an invoice validation does **not** alter the main changes introduced with the electronic invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:306 -#: ../../content/applications/finance/fiscal_localizations/india.rst:123 -#: ../../content/applications/finance/fiscal_localizations/india.rst:306 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:424 -msgid "Invoice validation" +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:310 +msgid "Electronic invoices are generated and sent to both the |DIAN| and the customer. These documents can be created from the sales order or manually generated. To create a new invoice, go to :menuselection:`Accounting --> Costumers --> Invoices`, and select :guilabel:`Create`. On the invoice form, configure the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:308 -msgid "After the invoice confirmation, an XML file is created and sent automatically to Carvajal. The invoice is then processed asynchronously by the E-invoicing service UBL 2.1 (Colombia). The file is also displayed in the chatter." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:-1 -msgid "Carvajal XML invoice file in Odoo chatter." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:315 +msgid ":guilabel:`Customer`: customer's information." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:316 -msgid "The :guilabel:`Electronic Invoice Name` field is now displayed in the :guilabel:`EDI Documents` tab, with the name of the XML file. Additionally, the :guilabel:`Electronic Invoice Status` field is displayed with the initial value :guilabel:`To Send`. To process the invoice manually, click on the :guilabel:`Process Now` button." +msgid ":guilabel:`Journal`: journal used for electronic invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:324 -msgid "Reception of legal XML and PDF" +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:317 +msgid ":guilabel:`Electronic Invoice Type`: Select the type of document. By default, :guilabel:`Factura de Venta` is selected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:326 -msgid "The electronic invoice vendor (Carvajal) receives the XML file, and proceeds to validate its structure and information." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:319 +msgid ":guilabel:`Invoice Lines`: Specify the products with the correct taxes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:329 -msgid "After validating the electronic invoice, proceed to generate a legal XML which includes a digital signature and a unique code (CUFE), a PDF invoice that includes a QR code and the CUFE is also generated. If everything is correct the :guilabel:`Electronic Invoicing` field value changes to :guilabel:`Sent`." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:322 +msgid "When creating the first invoice related to an electronic invoicing journal, it is required to manually change the *sequence* of the invoice to the |DIAN| format: `Prefix + Sequence`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:325 +msgid "For example, format the sequence from `SETP/2024/00001` to `SETP1`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:327 +msgid "When done, click :guilabel:`Confirm`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:332 +msgid "Electronic invoice sending" msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:334 -msgid "A :file:`.zip` containing the legal electronic invoice (in XML format) and the invoice in (PDF format) is downloaded and displayed in the invoice chatter:" +msgid "After the :ref:`invoice confirmation `, click :guilabel:`Print & Send`. In the wizard that appears, make sure to enable the :guilabel:`DIAN` and :guilabel:`Email` checkboxes to send an XML to the |DIAN| web service and the validated invoice to the client fiscal email and click :guilabel:`Print & Send`. Then:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:-1 -msgid "ZIP file displayed in the invoice chatter in Odoo." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:339 +msgid "The XML document is created." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:340 +msgid "The CUFE is generated." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:341 -msgid "The electronic invoice status changes to :guilabel:`Accepted`." +msgid "The XML is processed synchronously by the |DIAN|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:346 -msgid "The process for credit notes is the same as for invoices. To create a credit note with reference to an invoice, go to :menuselection:`Accounting --> Customers --> Invoices`. On the invoice, click :guilabel:`Add Credit Note`, and complete the following information:" +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:342 +msgid "If accepted, the file is displayed in the chatter and the email to the client with the corresponding :file:`.zip` file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:-1 +msgid "EDI documents available in the chatter." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:348 +msgid "The :guilabel:`DIAN` tab then displays the following:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:350 -msgid ":guilabel:`Credit Method`: Select the type of credit method." +msgid ":guilabel:`Signed Date`: timestamp recorded of the XML creation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:352 -msgid ":guilabel:`Partial Refund`: Use this option when it is a partial amount." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:351 +msgid ":guilabel:`Status`: Status result obtained in the |DIAN| response. If the invoice was rejected, the error messages can be seen here." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:353 -msgid ":guilabel:`Full Refund`: Use this option if the credit note is for the full amount." +msgid ":guilabel:`Testing Environment`: To know if the document sent was delivered to the |DIAN| testing environment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:354 -msgid ":guilabel:`Full refund and new draft invoice`: Use this option if the credit note is auto-validated and reconciled with the invoice. The original invoice is duplicated as a new draft." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:355 +msgid ":guilabel:`Certification Process`: To know if the document was sent as part of the certification process with the |DIAN|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:358 -msgid ":guilabel:`Reason`: Enter the reason for the credit note." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:357 +msgid ":guilabel:`Download`: To download the sent XML file, even if the |DIAN| result was rejected." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:359 -msgid ":guilabel:`Reversal Date`: Select if you want a specific date for the credit note or if it is the journal entry date." +msgid ":guilabel:`Fetch Attached Document`: To download the generated attached document file included in the delivered :file:`.zip` file to the client." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:361 -msgid ":guilabel:`Use Specific Journal`: Select the journal for your credit note or leave it empty if you want to use the same journal as the original invoice." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:363 -msgid ":guilabel:`Refund Date`: If you chose a specific date, select the date for the refund." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:365 -msgid "Once reviewed, click the :guilabel:`Reverse` button." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:-1 +msgid "EDI document record available in DIAN tab." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:370 -msgid "The process for debit notes is similar to credit notes. To create a debit note with reference to an invoice, go to :menuselection:`Accounting --> Customers --> Invoices`. On the invoice, click the :guilabel:`Add Debit Note` button, and enter the following information:" +msgid "The process for credit notes is the same as for invoices. To create a credit note with reference to an invoice, go to :menuselection:`Accounting --> Customers --> Invoices`. On the invoice, click :guilabel:`Add Credit Note`, and complete the following information:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:374 +msgid ":guilabel:`Credit Method`: Select the type of credit method." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:376 +msgid ":guilabel:`Partial Refund`: Use this option when it is a partial amount." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:377 +msgid ":guilabel:`Full Refund`: Use this option if the credit note is for the full amount." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:378 +msgid ":guilabel:`Full refund and new draft invoice`: Use this option if the credit note is auto-validated and reconciled with the invoice. The original invoice is duplicated as a new draft." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:382 +msgid ":guilabel:`Reason`: Enter the reason for the credit note." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:383 +msgid ":guilabel:`Reversal Date`: Select if you want a specific date for the credit note or if it is the journal entry date." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:385 +msgid ":guilabel:`Use Specific Journal`: Select the journal for your credit note or leave it empty if you want to use the same journal as the original invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:387 +msgid ":guilabel:`Refund Date`: If you chose a specific date, select the date for the refund." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:389 +msgid "Once reviewed, click the :guilabel:`Reverse` button." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:396 +msgid "The process for debit notes is similar to credit notes. To create a debit note with reference to an invoice, go to :menuselection:`Accounting --> Customers --> Invoices`. On the invoice, click the :guilabel:`Add Debit Note` button, and enter the following information:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:400 #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:300 msgid ":guilabel:`Reason`: Type the reason for the debit note." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:375 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:401 msgid ":guilabel:`Debit note date`: Select the specific options." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:376 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:402 msgid ":guilabel:`Copy lines`: Select this option if you need to register a debit note with the same lines of invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:378 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:404 msgid ":guilabel:`Use Specific Journal`: Select the printer point for your debit note, or leave it empty if you want to use the same journal as the original invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:381 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:407 msgid "When done, click :guilabel:`Create Debit Note`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:384 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:412 msgid "Support document for vendor bills" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:386 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:414 msgid "With master data, credentials, and the purchase journal configured for support documents related to vendor bills, you can start using *support documents*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:389 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:417 msgid "Support documents for vendor bills can be created from your purchase order or manually. Go to :menuselection:`Accounting --> Vendors --> Bills` and fill in the following data:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:392 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:420 msgid ":guilabel:`Vendor`: Enter the vendor's information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:393 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:421 msgid ":guilabel:`Bill Date`: Select the date of the bill." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:394 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:422 msgid ":guilabel:`Journal`: Select the journal for support documents related to the vendor bills." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:395 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:423 msgid ":guilabel:`Invoiced Lines`: Specify the products with the correct taxes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:397 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:425 msgid "Once reviewed, click the :guilabel:`Confirm` button. Upon confirmation, an XML file is created and automatically sent to Carvajal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:405 -msgid "During the XML validation, the most common errors are related to missing master data (*Contact Tax ID*, *Address*, *Products*, *Taxes*). In such cases, error messages are shown in the chatter after updating the electronic invoice status." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:433 +msgid "During the XML validation, the most common errors are related to missing :ref:`master data `. In such cases, a validation error message is displayed and sending is blocked." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:409 -msgid "After the master data is corrected, it's possible to reprocess the XML with the new data and send the updated version, using the :guilabel:`Retry` button." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:437 +msgid "If the invoice was sent and set as *Rejected* by the |DIAN|, the error messages are visible by clicking the :icon:`fa-info-circle` :guilabel:`(info circle)` icon next to the :guilabel:`Status` field in the :guilabel:`DIAN` tab. Using the reported error codes, it is possible to review solutions to apply before re-sending." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:-1 -msgid "XML validation errors shown in the invoice chatter in Odoo." +msgid "Example of error messages on rejected invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:421 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:445 +msgid "After the master data or other issues are corrected, it is possible to reprocess the XML again. Do so by following the :ref:`electronic invoice sending ` flow." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:457 msgid "Certificado de Retención en ICA" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:423 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:459 msgid "This report is a certification to vendors for withholdings made for the Colombian Industry and Commerce (ICA) tax. The report can be found under :menuselection:`Accounting --> Reporting --> Colombian Statements --> Certificado de Retención en ICA`." msgstr "" +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:463 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:478 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:493 +msgid "Click the :icon:`fa-cog` :guilabel:`(gear)` icon to display options to :guilabel:`Download Excel` and :guilabel:`Copy to Documents`." +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/colombia.rst:-1 msgid "Certificado de Retención en ICA report in Odoo Accounting." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:432 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:472 msgid "Certificado de Retención en IVA" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:434 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:474 msgid "This report issues a certificate on the amount withheld from vendors for VAT withholding. The report can be found under :menuselection:`Accounting --> Reporting --> Colombian Statements --> Certificado de Retención en IVA`." msgstr "" @@ -20123,11 +20347,11 @@ msgstr "" msgid "Certificado de Retención en IVA report in Odoo Accounting." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:443 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:487 msgid "Certificado de Retención en la Fuente" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:445 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:489 msgid "This certificate is issued to partners for the withholding tax that they have made. The report can be found under :menuselection:`Accounting --> Reporting --> Colombian Statements --> Certificado de Retención en Fuente`." msgstr "" @@ -21711,6 +21935,10 @@ msgstr "" msgid "Field name" msgstr "" +#: ../../content/applications/finance/fiscal_localizations/france.rst:59 +msgid "Use" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/france.rst:59 msgid "Format" msgstr "" @@ -21950,6 +22178,10 @@ msgstr "" msgid "`move_line.fec_matching_number`" msgstr "" +#: ../../content/applications/finance/fiscal_localizations/france.rst:96 +msgid "15" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/france.rst:96 msgid "DateLet" msgstr "" @@ -22278,8 +22510,8 @@ msgid "**75%**" msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:246 -#: ../../content/applications/finance/fiscal_localizations/india.rst:191 -#: ../../content/applications/finance/fiscal_localizations/india.rst:205 +#: ../../content/applications/finance/fiscal_localizations/india.rst:194 +#: ../../content/applications/finance/fiscal_localizations/india.rst:208 msgid "**Total**" msgstr "" @@ -23955,62 +24187,74 @@ msgid ":ref:`Indian E-way bill integration `" msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:28 -msgid ":guilabel:`Indian - GSTR India eFiling`" +msgid ":guilabel:`Indian - Check GST Number Status`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:29 -msgid "`l10n_in_reports_gstr`" +msgid "`l10n_in_gstin_status`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:30 -msgid ":ref:`Indian GST Return filing `" +msgid ":ref:`Indian Check GST Number Status `" msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:31 -msgid ":guilabel:`Indian - Accounting Reports`" +msgid ":guilabel:`Indian - GSTR India eFiling`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:32 -msgid "`l10n_in_reports`" +msgid "`l10n_in_reports_gstr`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:33 -msgid ":ref:`Indian tax reports `" +msgid ":ref:`Indian GST Return filing `" msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:34 -msgid ":guilabel:`Indian - Purchase Report(GST)`" +msgid ":guilabel:`Indian - Accounting Reports`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:35 -msgid "`l10n_in_purchase`" +msgid "`l10n_in_reports`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:36 -msgid "Indian GST Purchase report" +msgid ":ref:`Indian tax reports `" msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:37 -msgid ":guilabel:`Indian - Sale Report(GST)`" +msgid ":guilabel:`Indian - Purchase Report(GST)`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:38 -msgid "`l10n_in_sale`" +msgid "`l10n_in_purchase`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:39 -msgid "Indian GST Sale report" +msgid "Indian GST Purchase report" msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:40 -msgid ":guilabel:`Indian - Stock Report(GST)`" +msgid ":guilabel:`Indian - Sale Report(GST)`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:41 -msgid "`l10n_in_stock`" +msgid "`l10n_in_sale`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:42 +msgid "Indian GST Sale report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:43 +msgid ":guilabel:`Indian - Stock Report(GST)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:44 +msgid "`l10n_in_stock`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:45 msgid "Indian GST Stock report" msgstr "" @@ -24018,35 +24262,35 @@ msgstr "" msgid "Indian localization modules" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:50 +#: ../../content/applications/finance/fiscal_localizations/india.rst:53 msgid "Indian Configuration" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:52 +#: ../../content/applications/finance/fiscal_localizations/india.rst:55 msgid "In :menuselection:`Settings --> Users & Companies --> Companies`, add your :guilabel:`PAN` and :guilabel:`GSTIN`. The PAN is essential for determining the type of taxpayer, while GSTIN is required for generating e-Invoices and E-waybills." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:57 +#: ../../content/applications/finance/fiscal_localizations/india.rst:60 msgid "e-Invoice system" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:59 +#: ../../content/applications/finance/fiscal_localizations/india.rst:62 msgid "Odoo is compliant with the **Indian Goods and Services Tax (GST) e-Invoice system** requirements." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:67 +#: ../../content/applications/finance/fiscal_localizations/india.rst:70 msgid "NIC e-Invoice registration" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:69 +#: ../../content/applications/finance/fiscal_localizations/india.rst:72 msgid "You must register on the :abbr:`NIC (National Informatics Centre)` e-Invoice portal to get your **API credentials**. You need these credentials to :ref:`configure your Odoo Accounting app `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:73 +#: ../../content/applications/finance/fiscal_localizations/india.rst:76 msgid "Log in to the `NIC e-Invoice portal `_ by clicking :guilabel:`Login` and entering your :guilabel:`Username` and :guilabel:`Password`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:77 +#: ../../content/applications/finance/fiscal_localizations/india.rst:80 msgid "If you are already registered on the NIC portal, you can use the same login credentials." msgstr "" @@ -24054,15 +24298,15 @@ msgstr "" msgid "Register Odoo ERP system on e-invoice web portal" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:82 +#: ../../content/applications/finance/fiscal_localizations/india.rst:85 msgid "From the dashboard, go to :menuselection:`API Registration --> User Credentials --> Create API User`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:84 +#: ../../content/applications/finance/fiscal_localizations/india.rst:87 msgid "After that, you should receive an :abbr:`OTP (one-time password)` code on your registered mobile number. Enter the OTP code and click :guilabel:`Verify OTP`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:86 +#: ../../content/applications/finance/fiscal_localizations/india.rst:89 msgid "Select :guilabel:`Through GSP` for the API interface, set :guilabel:`Tera Software Limited` as GSP, and type in a :guilabel:`Username` and :guilabel:`Password` for your API. Once it is done, click :guilabel:`Submit`." msgstr "" @@ -24070,12 +24314,13 @@ msgstr "" msgid "Submit API specific Username and Password" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:96 -#: ../../content/applications/finance/fiscal_localizations/india.rst:277 +#: ../../content/applications/finance/fiscal_localizations/india.rst:99 +#: ../../content/applications/finance/fiscal_localizations/india.rst:280 +#: ../../content/applications/finance/payment_providers/paypal.rst:42 msgid "Configuration in Odoo" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:98 +#: ../../content/applications/finance/fiscal_localizations/india.rst:101 msgid "To enable the e-Invoice service in Odoo, go to :menuselection:`Accounting --> Configuration --> Settings --> Indian Electronic Invoicing`, and enter the :guilabel:`Username` and :guilabel:`Password` previously set for the API." msgstr "" @@ -24083,16 +24328,22 @@ msgstr "" msgid "Setup e-invoice service" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:110 +#: ../../content/applications/finance/fiscal_localizations/india.rst:113 msgid "To automatically send e-Invoices to the NIC e-Invoice portal, you must first configure your *sales* journal by going to :menuselection:`Accounting --> Configuration --> Journals`, opening your *sales* journal, and in the :guilabel:`Advanced Settings` tab, under :guilabel:`Electronic Data Interchange`, enable :guilabel:`E-Invoice (IN)` and save." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:118 -#: ../../content/applications/finance/fiscal_localizations/india.rst:289 +#: ../../content/applications/finance/fiscal_localizations/india.rst:121 +#: ../../content/applications/finance/fiscal_localizations/india.rst:292 msgid "Workflow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:125 +#: ../../content/applications/finance/fiscal_localizations/india.rst:126 +#: ../../content/applications/finance/fiscal_localizations/india.rst:308 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:424 +msgid "Invoice validation" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:128 msgid "Once an invoice is validated, a confirmation message is displayed at the top. Odoo automatically uploads the JSON-signed file of validated invoices to the NIC e-Invoice portal after some time. If you want to process the invoice immediately, click :guilabel:`Process now`." msgstr "" @@ -24100,16 +24351,16 @@ msgstr "" msgid "Indian e-invoicing confirmation message" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:133 -#: ../../content/applications/finance/fiscal_localizations/india.rst:315 +#: ../../content/applications/finance/fiscal_localizations/india.rst:136 +#: ../../content/applications/finance/fiscal_localizations/india.rst:317 msgid "You can find the JSON-signed file in the attached files in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:134 +#: ../../content/applications/finance/fiscal_localizations/india.rst:137 msgid "You can check the document's :abbr:`EDI (electronic data interchange)` status under the :guilabel:`EDI Document` tab or the :guilabel:`Electronic invoicing` field of the invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:142 +#: ../../content/applications/finance/fiscal_localizations/india.rst:145 msgid "Once an invoice is validated and submitted, the invoice PDF report can be printed. The report includes the :abbr:`IRN (Invoice Reference Number)`, :guilabel:`Ack. No` (acknowledgment number) and :guilabel:`Ack. Date` (acknowledgment date), and QR code. These certify that the invoice is a valid fiscal document." msgstr "" @@ -24117,15 +24368,15 @@ msgstr "" msgid "IRN and QR code" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:153 +#: ../../content/applications/finance/fiscal_localizations/india.rst:156 msgid "e-Invoice cancellation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:155 +#: ../../content/applications/finance/fiscal_localizations/india.rst:158 msgid "If you want to cancel an e-Invoice, go to the :guilabel:`Other info` tab of the invoice and fill out the :guilabel:`Cancel reason` and :guilabel:`Cancel remarks` fields. Then, click :guilabel:`Request EDI cancellation`. The status of the :guilabel:`Electronic invoicing` field changes to :guilabel:`To Cancel`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:161 +#: ../../content/applications/finance/fiscal_localizations/india.rst:164 msgid "Doing so cancels both the :ref:`e-Invoice ` and the :ref:`E-Way bill `." msgstr "" @@ -24133,147 +24384,147 @@ msgstr "" msgid "cancel reason and remarks" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:168 +#: ../../content/applications/finance/fiscal_localizations/india.rst:171 msgid "If you want to abort the cancellation before processing the invoice, then click :guilabel:`Call Off EDI Cancellation`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:170 +#: ../../content/applications/finance/fiscal_localizations/india.rst:173 msgid "Once you request to cancel the e-Invoice, Odoo automatically submits the JSON-signed file to the NIC e-Invoice portal. You can click :guilabel:`Process now` if you want to process the invoice immediately." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:177 +#: ../../content/applications/finance/fiscal_localizations/india.rst:180 msgid "Management of negative lines in e-Invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:179 +#: ../../content/applications/finance/fiscal_localizations/india.rst:182 msgid "Negative lines are typically used to represent discounts or adjustments associated with specific products or global discounts. The government portal prohibits the submission of data with negative lines, which means they need to be converted based on the HSN code and GST rate. This is done automatically by Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:186 +#: ../../content/applications/finance/fiscal_localizations/india.rst:189 msgid "Consider the following example:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:189 -#: ../../content/applications/finance/fiscal_localizations/india.rst:203 +#: ../../content/applications/finance/fiscal_localizations/india.rst:192 +#: ../../content/applications/finance/fiscal_localizations/india.rst:206 msgid "**Product Details**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:191 -#: ../../content/applications/finance/fiscal_localizations/india.rst:205 +#: ../../content/applications/finance/fiscal_localizations/india.rst:194 +#: ../../content/applications/finance/fiscal_localizations/india.rst:208 msgid "**Product Name**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:191 -#: ../../content/applications/finance/fiscal_localizations/india.rst:205 +#: ../../content/applications/finance/fiscal_localizations/india.rst:194 +#: ../../content/applications/finance/fiscal_localizations/india.rst:208 msgid "**HSN Code**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:191 -#: ../../content/applications/finance/fiscal_localizations/india.rst:205 +#: ../../content/applications/finance/fiscal_localizations/india.rst:194 +#: ../../content/applications/finance/fiscal_localizations/india.rst:208 msgid "**Tax Excluded**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:191 -#: ../../content/applications/finance/fiscal_localizations/india.rst:205 +#: ../../content/applications/finance/fiscal_localizations/india.rst:194 +#: ../../content/applications/finance/fiscal_localizations/india.rst:208 msgid "**Quantity**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:191 -#: ../../content/applications/finance/fiscal_localizations/india.rst:205 +#: ../../content/applications/finance/fiscal_localizations/india.rst:194 +#: ../../content/applications/finance/fiscal_localizations/india.rst:208 msgid "**GST Rate**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:193 -#: ../../content/applications/finance/fiscal_localizations/india.rst:207 +#: ../../content/applications/finance/fiscal_localizations/india.rst:196 +#: ../../content/applications/finance/fiscal_localizations/india.rst:210 msgid "Product A" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:193 -#: ../../content/applications/finance/fiscal_localizations/india.rst:197 -#: ../../content/applications/finance/fiscal_localizations/india.rst:207 +#: ../../content/applications/finance/fiscal_localizations/india.rst:196 +#: ../../content/applications/finance/fiscal_localizations/india.rst:200 +#: ../../content/applications/finance/fiscal_localizations/india.rst:210 msgid "123456" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:193 -#: ../../content/applications/finance/fiscal_localizations/india.rst:197 -#: ../../content/applications/finance/fiscal_localizations/india.rst:207 +#: ../../content/applications/finance/fiscal_localizations/india.rst:196 +#: ../../content/applications/finance/fiscal_localizations/india.rst:200 +#: ../../content/applications/finance/fiscal_localizations/india.rst:210 msgid "18%" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:193 +#: ../../content/applications/finance/fiscal_localizations/india.rst:196 msgid "1,180" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:195 -#: ../../content/applications/finance/fiscal_localizations/india.rst:209 +#: ../../content/applications/finance/fiscal_localizations/india.rst:198 +#: ../../content/applications/finance/fiscal_localizations/india.rst:212 msgid "Product B" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:195 -#: ../../content/applications/finance/fiscal_localizations/india.rst:209 +#: ../../content/applications/finance/fiscal_localizations/india.rst:198 +#: ../../content/applications/finance/fiscal_localizations/india.rst:212 msgid "239345" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:195 -#: ../../content/applications/finance/fiscal_localizations/india.rst:209 +#: ../../content/applications/finance/fiscal_localizations/india.rst:198 +#: ../../content/applications/finance/fiscal_localizations/india.rst:212 msgid "1,500" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:195 -#: ../../content/applications/finance/fiscal_localizations/india.rst:209 +#: ../../content/applications/finance/fiscal_localizations/india.rst:198 +#: ../../content/applications/finance/fiscal_localizations/india.rst:212 msgid "5%" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:195 -#: ../../content/applications/finance/fiscal_localizations/india.rst:209 +#: ../../content/applications/finance/fiscal_localizations/india.rst:198 +#: ../../content/applications/finance/fiscal_localizations/india.rst:212 msgid "3,150" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:197 +#: ../../content/applications/finance/fiscal_localizations/india.rst:200 msgid "Discount on Product A" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:197 +#: ../../content/applications/finance/fiscal_localizations/india.rst:200 msgid "-100" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:197 +#: ../../content/applications/finance/fiscal_localizations/india.rst:200 msgid "-118" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:200 +#: ../../content/applications/finance/fiscal_localizations/india.rst:203 msgid "Here's the transformed representation:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:205 +#: ../../content/applications/finance/fiscal_localizations/india.rst:208 msgid "**Discount**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:207 +#: ../../content/applications/finance/fiscal_localizations/india.rst:210 msgid "1,062" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:212 +#: ../../content/applications/finance/fiscal_localizations/india.rst:215 msgid "In this conversion, negative lines have been transformed into positive discounts, maintaining accurate calculations based on the HSN Code and GST rate. This ensures a more straightforward and standardized representation in the E-invoice records." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:219 +#: ../../content/applications/finance/fiscal_localizations/india.rst:222 msgid "GST e-Invoice verification" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:221 +#: ../../content/applications/finance/fiscal_localizations/india.rst:224 msgid "After submitting an e-Invoice, you can verify if the invoice is signed from the GST e-Invoice system website itself." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:224 +#: ../../content/applications/finance/fiscal_localizations/india.rst:227 msgid "Download the JSON file from the attached files. It can be found in the chatter of the related invoice;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:226 +#: ../../content/applications/finance/fiscal_localizations/india.rst:229 msgid "Open the `NIC e-Invoice portal `_ and go to :menuselection:`Search --> Verify Signed Invoice`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:228 +#: ../../content/applications/finance/fiscal_localizations/india.rst:231 msgid "Select the JSON file and submit it;" msgstr "" @@ -24281,7 +24532,7 @@ msgstr "" msgid "select the JSON file for verify invoice" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:233 +#: ../../content/applications/finance/fiscal_localizations/india.rst:236 msgid "If the file is signed, a confirmation message is displayed." msgstr "" @@ -24289,35 +24540,35 @@ msgstr "" msgid "verified e-invoice" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:241 +#: ../../content/applications/finance/fiscal_localizations/india.rst:244 msgid "E-Way bill" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:246 +#: ../../content/applications/finance/fiscal_localizations/india.rst:249 msgid "Odoo is compliant with the **Indian Goods and Services Tax (GST) E-waybill system** requirements." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:251 +#: ../../content/applications/finance/fiscal_localizations/india.rst:254 msgid "API registration on NIC E-Way bill" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:253 +#: ../../content/applications/finance/fiscal_localizations/india.rst:256 msgid "You must register on the :abbr:`NIC (National Informatics Centre)` E-Way bill portal to create your **API credentials**. You need these credentials to :ref:`configure your Odoo Accounting app `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:257 +#: ../../content/applications/finance/fiscal_localizations/india.rst:260 msgid "Log in to the `NIC E-Way bill portal `_ by clicking :guilabel:`Login` and entering your :guilabel:`Username` and :guilabel:`Password`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:259 +#: ../../content/applications/finance/fiscal_localizations/india.rst:262 msgid "From your dashboard, go to :menuselection:`Registration --> For GSP`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:260 +#: ../../content/applications/finance/fiscal_localizations/india.rst:263 msgid "Click :guilabel:`Send OTP`. Once you have received the code on your registered mobile number, enter it and click :guilabel:`Verify OTP`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:262 +#: ../../content/applications/finance/fiscal_localizations/india.rst:265 msgid "Check if :guilabel:`Tera Software Limited` is already on the registered GSP/ERP list. If so, use the username and password used to log in to the NIC portal. Otherwise, follow the next steps;" msgstr "" @@ -24325,7 +24576,7 @@ msgstr "" msgid "E-Way bill list of registered GSP/ERP" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:268 +#: ../../content/applications/finance/fiscal_localizations/india.rst:271 msgid "Select :guilabel:`Add/New`, select :guilabel:`Tera Software Limited` as your GSP Name, create a :guilabel:`Username` and a :guilabel:`Password` for your API, and click :guilabel:`Add`." msgstr "" @@ -24333,7 +24584,7 @@ msgstr "" msgid "Submit GSP API registration details" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:279 +#: ../../content/applications/finance/fiscal_localizations/india.rst:282 msgid "To set up the E-Way bill service, go to :menuselection:`Accounting --> Configuration --> Settings --> Indian Electronic WayBill --> Setup E-Way bill`, and enter your :guilabel:`Username` and :guilabel:`Password`." msgstr "" @@ -24341,31 +24592,31 @@ msgstr "" msgid "E-way bill setup odoo" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:294 +#: ../../content/applications/finance/fiscal_localizations/india.rst:297 msgid "Send an E-Way bill" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:296 -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 `." +#: ../../content/applications/finance/fiscal_localizations/india.rst:299 +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:308 -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:310 +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:316 -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:318 +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:322 +#: ../../content/applications/finance/fiscal_localizations/india.rst:324 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 "" @@ -24373,15 +24624,15 @@ msgstr "" msgid "E-way bill acknowledgment number and date" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:331 +#: ../../content/applications/finance/fiscal_localizations/india.rst:333 msgid "E-Way bill cancellation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:333 -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:335 +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:338 +#: ../../content/applications/finance/fiscal_localizations/india.rst:340 msgid "Doing so cancels both the :ref:`e-Invoice ` (if applicable) and the :ref:`E-Way bill `." msgstr "" @@ -24389,27 +24640,51 @@ msgstr "" msgid "Cancel reason and remarks" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:345 +#: ../../content/applications/finance/fiscal_localizations/india.rst:347 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:347 +#: ../../content/applications/finance/fiscal_localizations/india.rst:349 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:354 -msgid "Indian GST Return filing" +#: ../../content/applications/finance/fiscal_localizations/india.rst:356 +msgid "Indian Check GSTIN Status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:359 -msgid "Enable API access" +#: ../../content/applications/finance/fiscal_localizations/india.rst:358 +msgid "The :guilabel:`Indian - Check GST Number Status` module allows you to verify the status of a :abbr:`GSTIN (Goods and Services Tax Identification Number)` directly from Odoo." msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:361 +msgid "To verify the status of a contact's GST number, access the customer's/vendor's form and click :guilabel:`Check GSTIN Status` next to the :guilabel:`GSTIN` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:364 +msgid "To verify the status of a GST number entered on an invoice/bill, access the invoice/bill and click the :icon:`fa-refresh` (:guilabel:`refresh`) button next to the :guilabel:`GST Status` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:-1 +msgid "Check GSTIN status of an invoice" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:370 +msgid "A notification is displayed to confirm the status update and the GSTIN status and verification date are logged in the contact's chatter." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:376 +msgid "Indian GST Return filing" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:381 +msgid "Enable API access" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:383 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:363 +#: ../../content/applications/finance/fiscal_localizations/india.rst:385 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 "" @@ -24417,7 +24692,7 @@ msgstr "" msgid "Click On the My Profile from profile" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:370 +#: ../../content/applications/finance/fiscal_localizations/india.rst:392 msgid "Select :guilabel:`Manage API Access`, and click :guilabel:`Yes` to enable API access;" msgstr "" @@ -24425,19 +24700,19 @@ msgstr "" msgid "Click Yes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:375 +#: ../../content/applications/finance/fiscal_localizations/india.rst:397 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:381 +#: ../../content/applications/finance/fiscal_localizations/india.rst:403 msgid "Indian GST Service In Odoo" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:383 +#: ../../content/applications/finance/fiscal_localizations/india.rst:405 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:386 +#: ../../content/applications/finance/fiscal_localizations/india.rst:408 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 "" @@ -24445,27 +24720,27 @@ msgstr "" msgid "Please enter your GST portal Username as Username" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:396 +#: ../../content/applications/finance/fiscal_localizations/india.rst:418 msgid "File-in GST Return" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:398 +#: ../../content/applications/finance/fiscal_localizations/india.rst:420 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:403 +#: ../../content/applications/finance/fiscal_localizations/india.rst:425 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:410 +#: ../../content/applications/finance/fiscal_localizations/india.rst:432 msgid "Send GSTR-1" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:412 +#: ../../content/applications/finance/fiscal_localizations/india.rst:434 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:415 +#: ../../content/applications/finance/fiscal_localizations/india.rst:437 msgid "The user can also get details to be submitted in **GSTR-1** in **Spreadsheet view** by clicking on :guilabel:`Generate`;" msgstr "" @@ -24477,7 +24752,7 @@ msgstr "" msgid "GSTR-1 Spreadsheet View" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:424 +#: ../../content/applications/finance/fiscal_localizations/india.rst:446 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 "" @@ -24485,7 +24760,7 @@ msgstr "" msgid "GSTR-1 in the Sending Status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:430 +#: ../../content/applications/finance/fiscal_localizations/india.rst:452 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 "" @@ -24493,11 +24768,11 @@ msgstr "" msgid "GSTR-1 in the Waiting for Status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:437 +#: ../../content/applications/finance/fiscal_localizations/india.rst:459 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:441 +#: ../../content/applications/finance/fiscal_localizations/india.rst:463 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 "" @@ -24505,7 +24780,7 @@ msgstr "" msgid "GSTR-1 Sent" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:447 +#: ../../content/applications/finance/fiscal_localizations/india.rst:469 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 "" @@ -24517,7 +24792,7 @@ msgstr "" msgid "GSTR-1 Error in Invoice Log" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:457 +#: ../../content/applications/finance/fiscal_localizations/india.rst:479 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 "" @@ -24525,15 +24800,15 @@ msgstr "" msgid "GSTR-1 in the Filed Status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:466 +#: ../../content/applications/finance/fiscal_localizations/india.rst:488 msgid "Receive GSTR-2B" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:468 +#: ../../content/applications/finance/fiscal_localizations/india.rst:490 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:471 +#: ../../content/applications/finance/fiscal_localizations/india.rst:493 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 "" @@ -24542,15 +24817,15 @@ msgstr "" msgid "GSTR-2B in Waiting for Reception" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:478 +#: ../../content/applications/finance/fiscal_localizations/india.rst:500 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:484 +#: ../../content/applications/finance/fiscal_localizations/india.rst:506 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:487 +#: ../../content/applications/finance/fiscal_localizations/india.rst:509 msgid "If the status is :guilabel:`Matched`:" msgstr "" @@ -24558,7 +24833,7 @@ msgstr "" msgid "GSTR-2B Matched" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:492 +#: ../../content/applications/finance/fiscal_localizations/india.rst:514 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 "" @@ -24570,20 +24845,20 @@ msgstr "" msgid "GSTR-2B Reconciled Bills" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:504 -#: ../../content/applications/finance/fiscal_localizations/india.rst:549 +#: ../../content/applications/finance/fiscal_localizations/india.rst:526 +#: ../../content/applications/finance/fiscal_localizations/india.rst:571 msgid "GSTR-3 report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:506 +#: ../../content/applications/finance/fiscal_localizations/india.rst:528 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:509 +#: ../../content/applications/finance/fiscal_localizations/india.rst:531 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:512 +#: ../../content/applications/finance/fiscal_localizations/india.rst:534 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 "" @@ -24591,7 +24866,7 @@ msgstr "" msgid "GSTR-3" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:518 +#: ../../content/applications/finance/fiscal_localizations/india.rst:540 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 "" @@ -24599,7 +24874,7 @@ msgstr "" msgid "GSTR-3 Post Entry" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:524 +#: ../../content/applications/finance/fiscal_localizations/india.rst:546 msgid "Once posted, the **GSTR-3** report status changes to :guilabel:`Filed`." msgstr "" @@ -24607,15 +24882,15 @@ msgstr "" msgid "GSTR-3 Filed" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:532 +#: ../../content/applications/finance/fiscal_localizations/india.rst:554 msgid "Tax reports" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:537 +#: ../../content/applications/finance/fiscal_localizations/india.rst:559 msgid "GSTR-1 report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:539 +#: ../../content/applications/finance/fiscal_localizations/india.rst:561 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 "" @@ -24623,23 +24898,23 @@ msgstr "" msgid "GSTR-1 Report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:551 +#: ../../content/applications/finance/fiscal_localizations/india.rst:573 msgid "The :guilabel:`GSTR-3` report contains different sections:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:553 +#: ../../content/applications/finance/fiscal_localizations/india.rst:575 msgid "Details of inward and outward supply subject to a **reverse charge**;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:554 +#: ../../content/applications/finance/fiscal_localizations/india.rst:576 msgid "Eligible :abbr:`ITC (Income Tax Credit)`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:555 +#: ../../content/applications/finance/fiscal_localizations/india.rst:577 msgid "Values of **exempt**, **Nil-rated**, and **non-GST** inward supply;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:556 +#: ../../content/applications/finance/fiscal_localizations/india.rst:578 msgid "Details of inter-state supplies made to **unregistered** persons." msgstr "" @@ -24647,11 +24922,11 @@ msgstr "" msgid "GSTR-3 Report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:562 +#: ../../content/applications/finance/fiscal_localizations/india.rst:584 msgid "Profit and Loss (IN) report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:564 +#: ../../content/applications/finance/fiscal_localizations/india.rst:586 msgid "This is a :guilabel:`Profit and Loss` report that displays the balances for **Opening Stock** and **Closing Stock**. It helps users using Continental accounting to accurately determine the cost of goods (i.e :guilabel:`Opening Stock` + purchases during the period - :guilabel:`Closing Stock`)." msgstr "" @@ -26756,7 +27031,7 @@ 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 @@ -27316,7 +27591,7 @@ 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 @@ -28545,6 +28820,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/peru.rst:704 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:107 +#: ../../content/applications/finance/payment_providers/paypal.rst:56 msgid "Testing" msgstr "" @@ -31566,7 +31842,7 @@ msgid "Now, record each payment in Odoo using the |NACHA| payment method." msgstr "" #: ../../content/applications/finance/fiscal_localizations/united_states.rst:720 -msgid ":ref:`Register Payments in Odoo `" +msgid ":ref:`Register Payments in Odoo `" msgstr "" #: ../../content/applications/finance/fiscal_localizations/united_states.rst:723 @@ -31830,10 +32106,6 @@ msgstr "" msgid "This data can be obtained from the Uruware portal, after configuring the :ref:`Uruware account `. The :guilabel:`Uruware WS Password` differs from the password you use to enter your Uruware account." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:174 -msgid "Master data" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:179 msgid "The :doc:`chart of accounts <../accounting/get_started/chart_of_accounts>` is installed by default as part of the set of data included in the localization module, the accounts are mapped automatically in taxes, default accounts payable, and default accounts receivable." msgstr "" @@ -32584,7 +32856,6 @@ msgstr "" #: ../../content/applications/finance/payment_providers/authorize.rst:12 #: ../../content/applications/finance/payment_providers/demo.rst:12 #: ../../content/applications/finance/payment_providers/mollie.rst:11 -#: ../../content/applications/finance/payment_providers/paypal.rst:86 msgid ":ref:`payment_providers/add_new`" msgstr "" @@ -32596,7 +32867,7 @@ msgstr "" #: ../../content/applications/finance/payment_providers/flutterwave.rst:44 #: ../../content/applications/finance/payment_providers/mercado_pago.rst:39 #: ../../content/applications/finance/payment_providers/mollie.rst:31 -#: ../../content/applications/finance/payment_providers/paypal.rst:121 +#: ../../content/applications/finance/payment_providers/paypal.rst:80 #: ../../content/applications/finance/payment_providers/razorpay.rst:54 #: ../../content/applications/finance/payment_providers/stripe.rst:118 #: ../../content/applications/finance/payment_providers/worldline.rst:68 @@ -33354,128 +33625,103 @@ msgid "PayPal" msgstr "" #: ../../content/applications/finance/payment_providers/paypal.rst:5 -msgid "`Paypal `_ is an American online payment provider available worldwide, and one of the few that does not charge a subscription fee." +msgid "`Paypal `_ is an American online payment provider available worldwide and one of the few that does not charge a subscription fee." msgstr "" #: ../../content/applications/finance/payment_providers/paypal.rst:9 msgid "While PayPal is available in `over 200 countries/regions `_, only `a selection of currencies are supported `_." msgstr "" -#: ../../content/applications/finance/payment_providers/paypal.rst:14 -msgid "Settings in PayPal" -msgstr "" - #: ../../content/applications/finance/payment_providers/paypal.rst:16 -msgid "To access your PayPal account settings, log into PayPal, open the :guilabel:`Account Settings`, and open the :guilabel:`Website payments` menu." +msgid "Configuration in PayPal" msgstr "" -#: ../../content/applications/finance/payment_providers/paypal.rst:-1 -msgid "PayPal account menu" +#: ../../content/applications/finance/payment_providers/paypal.rst:18 +msgid "`Log into your PayPal Developer Dashboard `_." msgstr "" -#: ../../content/applications/finance/payment_providers/paypal.rst:24 -msgid "Note that for PayPal to work **in Odoo**, the options :ref:`Auto Return ` and :ref:`PDT ` **must** be enabled." +#: ../../content/applications/finance/payment_providers/paypal.rst:19 +msgid "Click :guilabel:`Apps & Credentials` and click :guilabel:`Create App`." msgstr "" -#: ../../content/applications/finance/payment_providers/paypal.rst:30 -msgid "Auto Return" +#: ../../content/applications/finance/payment_providers/paypal.rst:20 +msgid "Enter an :guilabel:`App Name` and click :guilabel:`Create App`." msgstr "" -#: ../../content/applications/finance/payment_providers/paypal.rst:32 -msgid "The **Auto Return** feature automatically redirects customers to Odoo once the payment is processed." +#: ../../content/applications/finance/payment_providers/paypal.rst:21 +msgid "Copy the :guilabel:`Client ID` and :guilabel:`Secret` and save them for :ref:`later `." msgstr "" -#: ../../content/applications/finance/payment_providers/paypal.rst:34 -msgid "From :guilabel:`Website payments`, go to :menuselection:`Website preferences --> Update --> Auto return for website payments --> Auto return` and select :guilabel:`On`. Enter the address of your Odoo database (e.g., `https://yourcompany.odoo.com`) in the :guilabel:`Return URL` field, and :guilabel:`Save`." +#: ../../content/applications/finance/payment_providers/paypal.rst:25 +msgid "If you use customer names or addresses that include accented or non-Latin characters, you **must** configure the encoding format of the payment request sent by Odoo to PayPal to avoid transaction failures without notice. To do so, access the `PayPal button language encoding setting `_, click :guilabel:`More Options`, and set the :guilabel:`Encoding` field to :guilabel:`UTF-8`." msgstr "" -#: ../../content/applications/finance/payment_providers/paypal.rst:40 -msgid "Any URL does the job. Odoo only needs the setting to be enabled since it uses another URL." +#: ../../content/applications/finance/payment_providers/paypal.rst:31 +msgid "If you are trying PayPal as a test, access your :ref:`PayPal Sandbox account ` and `configure the encoding format for your sandbox account `_." +msgstr "" + +#: ../../content/applications/finance/payment_providers/paypal.rst:36 +msgid "For encrypted website payments & EWP_SETTINGS errors, please check the `PayPal documentation `_." +msgstr "" + +#: ../../content/applications/finance/payment_providers/paypal.rst:44 +msgid ":ref:`Navigate to the payment provider PayPal `." msgstr "" #: ../../content/applications/finance/payment_providers/paypal.rst:45 -msgid "Payment Data Transfer (PDT)" +msgid "In the :guilabel:`Credentials` tab, enter the :guilabel:`Email` linked to your PayPal account, then fill in the :guilabel:`Client ID` and :guilabel:`Client Secret` fields with the values you saved at the step :ref:`payment_providers/paypal/configuration-paypal`." msgstr "" -#: ../../content/applications/finance/payment_providers/paypal.rst:47 -msgid ":abbr:`PDT (Payment Data Transfer)` allows to receive payment confirmations, displays the payment status to the customers, and verifies the authenticity of the payments. From :menuselection:`Website preferences --> Update`, scroll down to :guilabel:`Payment data transfer` and select :guilabel:`On`." +#: ../../content/applications/finance/payment_providers/paypal.rst:48 +msgid "Click :guilabel:`Generate your webhook` to create the :guilabel:`Webhook ID`." msgstr "" -#: ../../content/applications/finance/payment_providers/paypal.rst:52 -msgid "PayPal displays your **PDT Identity Token** as soon as :ref:`Auto return ` and :ref:`Payment Data Transfer (PDT) ` are enabled. If you need the **PDT Identity Token**, disable and re-enable :guilabel:`Payment data transfer` to display the token again." +#: ../../content/applications/finance/payment_providers/paypal.rst:49 +msgid "Set the :guilabel:`State` field to :guilabel:`Enabled`, and make sure the PayPal payment provider is :guilabel:`Published`." msgstr "" -#: ../../content/applications/finance/payment_providers/paypal.rst:57 -msgid "PayPal Account Optional" +#: ../../content/applications/finance/payment_providers/paypal.rst:51 +msgid "Configure the remaining options as desired." msgstr "" -#: ../../content/applications/finance/payment_providers/paypal.rst:59 -msgid "We advise not to prompt customers to log in with a PayPal account upon payment. It is better and more accessible for customers to pay with a debit/credit card. To disable that prompt, go to :menuselection:`Account Settings --> Website payments --> Update` and select :guilabel:`On` for :guilabel:`PayPal account optional`." +#: ../../content/applications/finance/payment_providers/paypal.rst:58 +msgid "PayPal provides two sandbox accounts that you can use to simulate live transactions:" msgstr "" -#: ../../content/applications/finance/payment_providers/paypal.rst:65 -msgid "Payment Messages Format" +#: ../../content/applications/finance/payment_providers/paypal.rst:60 +msgid "A business account (to use as the merchant account, e.g., `ab-1abc12345678@business.example.com`);" msgstr "" -#: ../../content/applications/finance/payment_providers/paypal.rst:67 -msgid "If you use accented characters (or anything other than primary Latin characters) for customer names or addresses, then you **must** configure the encoding format of the payment request sent by Odoo to PayPal. If you do not, some transactions fail without notice." +#: ../../content/applications/finance/payment_providers/paypal.rst:61 +msgid "A default personal account (to use as the shopper account, e.g., `ba-9cba87654321@personal.example.com`)." msgstr "" -#: ../../content/applications/finance/payment_providers/paypal.rst:71 -msgid "To do so, go to `your production account `_. Then, click :guilabel:`More Options` and set the two default encoding formats as :guilabel:`UTF-8`." +#: ../../content/applications/finance/payment_providers/paypal.rst:64 +msgid "To test the PayPal payment workflow in Odoo:" +msgstr "" + +#: ../../content/applications/finance/payment_providers/paypal.rst:66 +msgid "Log into the `Paypal Developer Site `_ using your PayPal credentials and go to :menuselection:`Testing Tools --> Sandbox Accounts`." +msgstr "" + +#: ../../content/applications/finance/payment_providers/paypal.rst:68 +msgid "Click the :icon:`fa-ellipsis-v` (:guilabel:`ellipsis`) icon next to the sandbox business account and select :guilabel:`View/Edit account`." +msgstr "" + +#: ../../content/applications/finance/payment_providers/paypal.rst:70 +msgid "Copy the :guilabel:`Email`, :guilabel:`Client ID`, and :guilabel:`Secret` and save them for the next step." +msgstr "" + +#: ../../content/applications/finance/payment_providers/paypal.rst:72 +msgid "In Odoo, :ref:`configure the PayPal payment provider ` with the values saved at the previous step and set the :guilabel:`State` field to :guilabel:`Test Mode`." msgstr "" #: ../../content/applications/finance/payment_providers/paypal.rst:76 -msgid "For Encrypted Website Payments & EWP_SETTINGS error, please check the `Paypal documentation `_." +msgid "You can then run a test transaction from Odoo using the sandbox personal account." msgstr "" -#: ../../content/applications/finance/payment_providers/paypal.rst:78 -msgid "Configure your :ref:`Paypal Sandbox account `, then follow this `link `_ to configure the encoding format in a test environment." -msgstr "" - -#: ../../content/applications/finance/payment_providers/paypal.rst:83 -#: ../../content/applications/finance/payment_providers/worldline.rst:55 -msgid "Settings in Odoo" -msgstr "" - -#: ../../content/applications/finance/payment_providers/paypal.rst:88 -msgid "Odoo needs your **API Credentials** to connect with your PayPal account. To do so, go to :menuselection:`Accounting --> Configuration --> Payment Providers` and :guilabel:`Activate` PayPal. Then, enter your PayPal account credentials in the :guilabel:`Credentials` tab:" -msgstr "" - -#: ../../content/applications/finance/payment_providers/paypal.rst:92 -msgid ":guilabel:`Email`: the login email address in Paypal;" -msgstr "" - -#: ../../content/applications/finance/payment_providers/paypal.rst:93 -msgid ":guilabel:`PDT Identity Token`: the key used to verify the authenticity of transactions." -msgstr "" - -#: ../../content/applications/finance/payment_providers/paypal.rst:98 -msgid "Test environment" -msgstr "" - -#: ../../content/applications/finance/payment_providers/paypal.rst:103 -msgid "Thanks to PayPal sandbox accounts, you can test the entire payment flow in Odoo." -msgstr "" - -#: ../../content/applications/finance/payment_providers/paypal.rst:105 -msgid "Log into the `Paypal Developer Site `_ using your PayPal credentials, which creates two sandbox accounts:" -msgstr "" - -#: ../../content/applications/finance/payment_providers/paypal.rst:108 -msgid "A business account (to use as merchants, e.g., `pp.merch01-facilitator@example.com `_);" -msgstr "" - -#: ../../content/applications/finance/payment_providers/paypal.rst:110 -msgid "A default personal account (to use as shoppers, e.g., `pp.merch01-buyer@example.com `_)." -msgstr "" - -#: ../../content/applications/finance/payment_providers/paypal.rst:113 -msgid "Log into PayPal sandbox using the merchant account and follow the same configuration instructions. Enter your sandbox credentials in Odoo (:menuselection:`Accounting --> Configuration --> Payment Providers --> PayPal` in the :guilabel:`Credentials` tab, and make sure the status is set on :guilabel:`Test Mode`." -msgstr "" - -#: ../../content/applications/finance/payment_providers/paypal.rst:118 -msgid "Run a test transaction from Odoo using the sandbox personal account." +#: ../../content/applications/finance/payment_providers/paypal.rst:79 +msgid ":ref:`payment_providers/test-mode`" msgstr "" #: ../../content/applications/finance/payment_providers/razorpay.rst:3 @@ -33849,6 +34095,10 @@ msgstr "" msgid "For example: `https://example.odoo.com/payment/worldline/webhook`." msgstr "" +#: ../../content/applications/finance/payment_providers/worldline.rst:55 +msgid "Settings in Odoo" +msgstr "" + #: ../../content/applications/finance/payment_providers/worldline.rst:57 msgid "To set up Worldline in Odoo:" msgstr "" diff --git a/locale/sources/general.pot b/locale/sources/general.pot index dea5fd2c9..0dbb2b9c8 100644 --- a/locale/sources/general.pot +++ b/locale/sources/general.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-11-05 09:20+0000\n" +"POT-Creation-Date: 2024-12-02 16:24+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -2366,6 +2366,46 @@ msgstr "" msgid "These parameters are only used to prevent the creation of new records. They **do not prevent replies** from being added to the chatter." msgstr "" +#: ../../content/applications/general/email_communication/email_servers_inbound.rst:322 +msgid "Allow alias domain system parameter" +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers_inbound.rst:324 +msgid "Incoming aliases are set in the Odoo database to create records by receiving incoming emails. To view aliases set in the Odoo database, first activate the :ref:`developer mode `. Then, go to :menuselection:`Settings app --> Technical --> Aliases`." +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers_inbound.rst:328 +msgid "The following system parameter, `mail.catchall.domain.allowed`, set with allowed alias domain values, separated by commas, filters out correctly addressed emails to aliases. Setting the domains for which the alias can create a ticket, lead, opportunity, etc., eliminates false positives where email addresses with only the prefix alias, not the domain, are present." +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers_inbound.rst:333 +msgid "In some instances, matches have been made in the Odoo database when an email is received with the same alias prefix and a different domain on the incoming email address. This is true in the sender, recipient, and :abbr:`CC (Carbon Copy)` email addresses of an incoming email." +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers_inbound.rst:338 +msgid "When Odoo receives emails with the `commercial` prefix alias in the sender, recipient, or :abbr:`CC (Carbon Copy)` email addresses (e.g. commercial\\@example.com), the database falsely treats the email as the full `commercial` alias, with a different domain, and therefore, creates a ticket/lead/opportunity/etc." +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers_inbound.rst:343 +msgid "To add the `mail.catchall.domain.allowed` system parameter, first, activate the :ref:`developer mode `. Then, go to :menuselection:`Settings app --> Technical --> System Parameters`. Click :guilabel:`New`. Then, type in `mail.catchall.domain.allowed` for the :guilabel:`Key` field." +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers_inbound.rst:347 +msgid "Next, for the :guilabel:`Value` field, add the domains separated by commas. Manually :icon:`fa-cloud-upload` :guilabel:`(Save)`, and the system parameter takes immediate effect." +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers_inbound.rst:-1 +msgid "mail.catchall.domain.allowed system parameter set." +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers_inbound.rst:354 +msgid "Local-part based incoming detection" +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers_inbound.rst:356 +msgid "When creating a new alias, there is an option to enable :guilabel:`Local-part based incoming detection`. If enabled, Odoo only requires the local-part to match for routing an incoming email. If this feature is turned off, Odoo requires the whole email address to match for routing an incoming email." +msgstr "" + #: ../../content/applications/general/email_communication/email_servers_outbound.rst:3 msgid "Manage outbound messages" msgstr "" diff --git a/locale/sources/hr.pot b/locale/sources/hr.pot index 38df7f98d..2e04b720e 100644 --- a/locale/sources/hr.pot +++ b/locale/sources/hr.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-11-05 09:20+0000\n" +"POT-Creation-Date: 2024-12-02 16:24+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -2342,7 +2342,7 @@ msgid "Resumé tab" msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:110 -#: ../../content/applications/hr/payroll.rst:874 +#: ../../content/applications/hr/payroll.rst:857 #: ../../content/applications/hr/recruitment/recruitment-flow.rst:38 msgid "Resumé" msgstr "" @@ -3196,7 +3196,7 @@ 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:877 #: ../../content/applications/hr/payroll/work_entries.rst:56 #: ../../content/applications/hr/time_off.rst:221 msgid "Enter the following information on the form:" @@ -6390,7 +6390,7 @@ msgid "The second of the extras configured for a free beverage with purchase." msgstr "" #: ../../content/applications/hr/payroll.rst:5 -#: ../../content/applications/hr/payroll.rst:81 +#: ../../content/applications/hr/payroll.rst:83 #: ../../content/applications/hr/payroll/reporting.rst:31 msgid "Payroll" msgstr "" @@ -6427,156 +6427,156 @@ msgstr "" msgid ":guilabel:`Batch Account Move Lines`: enable this option to have a single account move line created from all the accounting entries from the same period. This disables the generation of single payments." msgstr "" -#: ../../content/applications/hr/payroll.rst:33 +#: ../../content/applications/hr/payroll.rst:35 msgid "Localizations" msgstr "" -#: ../../content/applications/hr/payroll.rst:35 +#: ../../content/applications/hr/payroll.rst:37 msgid "*Localizations* are country-specific settings pre-configured in Odoo at the creation of the database, which account for all taxes, fees, and allowances for that particular country." msgstr "" -#: ../../content/applications/hr/payroll.rst:38 +#: ../../content/applications/hr/payroll.rst:40 msgid "The :guilabel:`Localization` section of the *Payroll* app :guilabel:`Settings` page may include specific settings that need to be set for the specific locality. This selection also provides a detailed view of all benefits provided to employees." msgstr "" -#: ../../content/applications/hr/payroll.rst:42 +#: ../../content/applications/hr/payroll.rst:44 msgid "The settings and options shown in this section varies, depending on the localization enabled for the database." msgstr "" -#: ../../content/applications/hr/payroll.rst:46 +#: ../../content/applications/hr/payroll.rst:48 msgid "It is **not** recommended to alter the localization settings, unless specifically required." msgstr "" -#: ../../content/applications/hr/payroll.rst:49 +#: ../../content/applications/hr/payroll.rst:51 msgid "Odoo can handle a multi-company configuration. This is generally done when there is a main company or office location, such as a headquarters, and there are other offices/branches around the country or globe, that fall under that main company or headquarters. In Odoo, each company, including the headquarters, would be set up as their own company/branch using the multi-company method." msgstr "" -#: ../../content/applications/hr/payroll.rst:55 +#: ../../content/applications/hr/payroll.rst:57 msgid "Each individual company can have a different localization setting configured for that specific company, since company locations can vary and be located anywhere in the world, where rules and laws differ." msgstr "" -#: ../../content/applications/hr/payroll.rst:59 +#: ../../content/applications/hr/payroll.rst:61 msgid "For more information on companies, refer to the :doc:`Companies <../general/companies>` documentation, which covers how to set up companies." msgstr "" -#: ../../content/applications/hr/payroll.rst:63 +#: ../../content/applications/hr/payroll.rst:65 msgid "Time off" msgstr "" -#: ../../content/applications/hr/payroll.rst:65 +#: ../../content/applications/hr/payroll.rst:67 msgid ":guilabel:`Deferred Time Off`: if time off is taken after payslips are validated, the time off needs to be applied to the following pay period. Select the person responsible for validating these specific time off situations using the drop-down menu in the :guilabel:`Responsible` field." msgstr "" -#: ../../content/applications/hr/payroll.rst:70 +#: ../../content/applications/hr/payroll.rst:72 msgid "An employee is paid on the 15th of the month and the last day of the month. Payslips are typically processed a day before." msgstr "" -#: ../../content/applications/hr/payroll.rst:73 +#: ../../content/applications/hr/payroll.rst:75 msgid "If an employee's payslip is approved and processed on the 30th, but that same employee takes an unexpected sick day on the 31st, the time off needs to be logged." msgstr "" -#: ../../content/applications/hr/payroll.rst:76 +#: ../../content/applications/hr/payroll.rst:78 msgid "Since the employee is already paid for a regular work day on the 31st, to keep the time off balances correct, the sick day is moved/applied to the 1st of the next month (the next pay period)." msgstr "" -#: ../../content/applications/hr/payroll.rst:83 +#: ../../content/applications/hr/payroll.rst:85 msgid ":guilabel:`Contract Expiration Notice Period`: enter the number of :guilabel:`Days` before a contract expires, and Odoo notifies the responsible person about the upcoming expiration at that time." msgstr "" -#: ../../content/applications/hr/payroll.rst:86 +#: ../../content/applications/hr/payroll.rst:88 msgid ":guilabel:`Work Permit Expiration Notice Period`: enter the number of :guilabel:`Days` before a work permit expires, and Odoo notifies the responsible person about the upcoming expiration at that time." msgstr "" -#: ../../content/applications/hr/payroll.rst:89 +#: ../../content/applications/hr/payroll.rst:91 msgid ":guilabel:`Payslip PDF Display`: enable this option to have payslips display a PDF file on the payslip form." msgstr "" -#: ../../content/applications/hr/payroll.rst:95 +#: ../../content/applications/hr/payroll.rst:97 #: ../../content/applications/hr/payroll/contracts.rst:3 msgid "Contracts" msgstr "" -#: ../../content/applications/hr/payroll.rst:97 +#: ../../content/applications/hr/payroll.rst:99 msgid "In order for an employee to be paid, they **must** have an active contract for a specific type of employment. Creating and viewing contract templates, and creating and viewing employment types, is possible from this section of the configuration header menu." msgstr "" -#: ../../content/applications/hr/payroll.rst:104 +#: ../../content/applications/hr/payroll.rst:106 msgid "Templates" msgstr "" -#: ../../content/applications/hr/payroll.rst:106 +#: ../../content/applications/hr/payroll.rst:108 msgid "Contract templates are used with the *Recruitment* application when sending an offer to a candidate. The contract template forms the basis of an offer, and can be modified for specific candidates or employees, when necessary. If a contract template is created or modified in the *Payroll* application, the changes are also reflected in the *Recruitment* application." msgstr "" -#: ../../content/applications/hr/payroll.rst:112 +#: ../../content/applications/hr/payroll.rst:114 msgid "To access contract templates, the *Salary Configurator* (`hr_contract_salary`) module **must** be :ref:`installed `." msgstr "" -#: ../../content/applications/hr/payroll.rst:115 +#: ../../content/applications/hr/payroll.rst:117 msgid "To view all the current contract templates in the database, navigate to :menuselection:`Payroll app --> Configuration --> Contracts: Templates`." msgstr "" -#: ../../content/applications/hr/payroll.rst:118 +#: ../../content/applications/hr/payroll.rst:120 msgid "On the :guilabel:`Contract Templates` page, all current contract templates appear in a list view. To view the details of a contract template, click anywhere on the line to open the contract form. The contract template can be modified from this form. Proceed to make any desired changes to the contract." msgstr "" -#: ../../content/applications/hr/payroll.rst:123 +#: ../../content/applications/hr/payroll.rst:125 msgid "To create a new contract template, click the :guilabel:`New` button. Then, enter the following information on the blank contract template form that appears:" msgstr "" -#: ../../content/applications/hr/payroll.rst:126 +#: ../../content/applications/hr/payroll.rst:128 msgid ":guilabel:`Contract Reference`: enter a brief description for the template. This should be clear and easily understood, as this name appears in the *Recruitment* application, as well." msgstr "" -#: ../../content/applications/hr/payroll.rst:128 +#: ../../content/applications/hr/payroll.rst:130 msgid ":guilabel:`Working Schedule`: select the desired working schedule the contract applies to from the drop-down menu. If a new working schedule is needed, create a :ref:`new working schedule `." msgstr "" -#: ../../content/applications/hr/payroll.rst:131 +#: ../../content/applications/hr/payroll.rst:133 msgid ":guilabel:`Work Entry Source`: select how the work entries are generated. Choices are either:" msgstr "" -#: ../../content/applications/hr/payroll.rst:133 +#: ../../content/applications/hr/payroll.rst:135 msgid ":guilabel:`Working Schedule`: work entries are generated based on the selected working schedule." msgstr "" -#: ../../content/applications/hr/payroll.rst:134 +#: ../../content/applications/hr/payroll.rst:136 msgid ":guilabel:`Attendances`: work entries are generated based on the employee's attendance, as they are logged in the *Attendances* application. Refer to the :ref:`Attendances ` documentation for information on checking in and out." msgstr "" -#: ../../content/applications/hr/payroll.rst:137 +#: ../../content/applications/hr/payroll.rst:139 msgid ":guilabel:`Planning`: work entries are generated based on the employee's planning in the *Planning* application." msgstr "" -#: ../../content/applications/hr/payroll.rst:140 +#: ../../content/applications/hr/payroll.rst:142 msgid ":guilabel:`Salary Structure Type`: select the :ref:`salary structure type ` from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll.rst:142 +#: ../../content/applications/hr/payroll.rst:144 msgid ":guilabel:`Department`: select the department the contract template applies to from the drop-down menu. If blank, the template applies to all departments." msgstr "" -#: ../../content/applications/hr/payroll.rst:144 +#: ../../content/applications/hr/payroll.rst:146 msgid ":guilabel:`Job Position`: select the :ref:`job position ` the contract template applies to from the drop-down menu. If blank, the template applies to all job positions." msgstr "" -#: ../../content/applications/hr/payroll.rst:146 +#: ../../content/applications/hr/payroll.rst:148 msgid ":guilabel:`Wage on Payroll`: enter the monthly wage in the field." msgstr "" -#: ../../content/applications/hr/payroll.rst:147 +#: ../../content/applications/hr/payroll.rst:149 msgid ":guilabel:`Contract Type`: select the type of contract from the drop-down menu. This list is the same as the :ref:`Employment Types `." msgstr "" -#: ../../content/applications/hr/payroll.rst:149 +#: ../../content/applications/hr/payroll.rst:151 msgid ":guilabel:`HR Responsible`: select the employee responsible for validating contracts, using this template, from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll.rst:151 +#: ../../content/applications/hr/payroll.rst:153 msgid ":guilabel:`New Contract Document Template`: select a default document that a new employee has to sign to accept an offer." msgstr "" -#: ../../content/applications/hr/payroll.rst:153 +#: ../../content/applications/hr/payroll.rst:155 msgid ":guilabel:`Contract Update Document Template`: select a default document that a current employee has to sign to update their contract." msgstr "" @@ -6584,31 +6584,31 @@ msgstr "" msgid "A new contract template form, with the fields filled in." msgstr "" -#: ../../content/applications/hr/payroll.rst:161 +#: ../../content/applications/hr/payroll.rst:163 msgid "Salary information tab" msgstr "" -#: ../../content/applications/hr/payroll.rst:163 +#: ../../content/applications/hr/payroll.rst:165 msgid ":guilabel:`Wage Type`: select either :guilabel:`Fixed Wage` or :guilabel:`Hourly Wage` from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll.rst:165 +#: ../../content/applications/hr/payroll.rst:167 msgid ":guilabel:`Schedule Pay`: using the drop-down menu, select how often the employee is paid. Options include :guilabel:`Annually`, :guilabel:`Semi-annually`, :guilabel:`Quarterly`, :guilabel:`Bi-monthly`, :guilabel:`Monthly`, :guilabel:`Semi-monthly`, :guilabel:`Bi-weekly`, :guilabel:`Weekly`, or :guilabel:`Daily`." msgstr "" -#: ../../content/applications/hr/payroll.rst:169 +#: ../../content/applications/hr/payroll.rst:171 msgid ":guilabel:`Wage`: enter the gross wage. The time period presented in this field is based on what is selected for the :guilabel:`Scheduled Pay` field. It is recommended to populate the :guilabel:`Yearly Cost (Real)` field *first*, since that entry updates this field automatically." msgstr "" -#: ../../content/applications/hr/payroll.rst:172 +#: ../../content/applications/hr/payroll.rst:174 msgid ":guilabel:`Yearly Cost (Real)`: enter the total yearly cost the employee costs the employer. When this value is entered, the :guilabel:`Monthly Cost (Real)` is automatically updated." msgstr "" -#: ../../content/applications/hr/payroll.rst:174 +#: ../../content/applications/hr/payroll.rst:176 msgid ":guilabel:`Monthly Cost (Real)`: this field is **not** editable. The value is automatically populated after the :guilabel:`Yearly Cost (Real)` is entered." msgstr "" -#: ../../content/applications/hr/payroll.rst:178 +#: ../../content/applications/hr/payroll.rst:180 msgid "The :guilabel:`Schedule Pay`, :guilabel:`Wage`, and :guilabel:`Yearly Cost (Real)` fields are all linked. If any of these fields are updated, the other two fields automatically update to reflect the change. It is best practice to check these three fields if any modifications have been made, to ensure they are accurate." msgstr "" @@ -6616,47 +6616,47 @@ msgstr "" msgid "The salary information tab, with the fields filled in." msgstr "" -#: ../../content/applications/hr/payroll.rst:188 +#: ../../content/applications/hr/payroll.rst:190 msgid "Pre-tax benefits and post-tax deductions" msgstr "" -#: ../../content/applications/hr/payroll.rst:190 +#: ../../content/applications/hr/payroll.rst:192 msgid "Depending on the localization settings set for the company, the entries presented in this section either vary, or may not appear at all." msgstr "" -#: ../../content/applications/hr/payroll.rst:193 +#: ../../content/applications/hr/payroll.rst:195 msgid "For example, some entries may pertain to retirement accounts, health insurance benefits, and commuter benefits." msgstr "" -#: ../../content/applications/hr/payroll.rst:196 +#: ../../content/applications/hr/payroll.rst:198 msgid "Enter the monetary amounts or percentages to specify how much of the employee's salary goes to the various benefits and/or deductions." msgstr "" -#: ../../content/applications/hr/payroll.rst:202 +#: ../../content/applications/hr/payroll.rst:204 msgid "Employment types" msgstr "" -#: ../../content/applications/hr/payroll.rst:204 +#: ../../content/applications/hr/payroll.rst:206 msgid "To view all the pre-configured employment types, navigate to :menuselection:`Payroll application --> Configuration --> Contracts: Employment Types`." msgstr "" -#: ../../content/applications/hr/payroll.rst:207 +#: ../../content/applications/hr/payroll.rst:209 msgid "The employment types are presented in a list view on the :guilabel:`Employment Types` page." msgstr "" -#: ../../content/applications/hr/payroll.rst:209 +#: ../../content/applications/hr/payroll.rst:211 msgid "The default employment types are :guilabel:`Permanent`, :guilabel:`Temporary`, :guilabel:`Seasonal`, :guilabel:`Interim`, :guilabel:`Full-Time`, :guilabel:`Part-Time`, and :guilabel:`Permanent`." msgstr "" -#: ../../content/applications/hr/payroll.rst:212 +#: ../../content/applications/hr/payroll.rst:214 msgid "To make a new employment type, click the :guilabel:`New` button in the upper-left corner, and a blank line appears at the bottom of the :guilabel:`Employment Types` page." msgstr "" -#: ../../content/applications/hr/payroll.rst:215 +#: ../../content/applications/hr/payroll.rst:217 msgid "On this new blank line, enter the name of the employment type in the :guilabel:`Name` column. If the employment type is country-specific, select the country using the drop-down menu in the :guilabel:`Country` column. If a country is selected, then the employment type is *only* applicable for that specific country." msgstr "" -#: ../../content/applications/hr/payroll.rst:220 +#: ../../content/applications/hr/payroll.rst:222 msgid "To rearrange the order of the employment types, click the :guilabel:`six small gray boxes` icon to the left of the employment type :guilabel:`Name`, and drag the line to the desired position on the list." msgstr "" @@ -6664,32 +6664,32 @@ msgstr "" msgid "The employment types in the database by default, in a list view." msgstr "" -#: ../../content/applications/hr/payroll.rst:231 +#: ../../content/applications/hr/payroll.rst:233 #: ../../content/applications/hr/payroll/work_entries.rst:3 msgid "Work entries" msgstr "" -#: ../../content/applications/hr/payroll.rst:233 +#: ../../content/applications/hr/payroll.rst:235 msgid "A *work entry* is an individual record on an employee's timesheet. Work entries can be configured to account for all types of work and time off, such as :guilabel:`Attendance`, :guilabel:`Sick Time Off`, :guilabel:`Training`, or :guilabel:`Public Holiday`." msgstr "" -#: ../../content/applications/hr/payroll.rst:238 +#: ../../content/applications/hr/payroll.rst:240 msgid ":doc:`Manage work entries `" msgstr "" -#: ../../content/applications/hr/payroll.rst:241 +#: ../../content/applications/hr/payroll.rst:243 msgid "Work entry types" msgstr "" -#: ../../content/applications/hr/payroll.rst:243 +#: ../../content/applications/hr/payroll.rst:245 msgid "When creating a work entry in the *Payroll* application, or when an employee enters information in the *Timesheets* application, a :guilabel:`Work Entry Type` needs to be selected. The list of :guilabel:`Work Entry Types` is automatically created based on localization settings set in the database." msgstr "" -#: ../../content/applications/hr/payroll.rst:248 +#: ../../content/applications/hr/payroll.rst:250 msgid "To view the current work entry types available, go to :menuselection:`Payroll app --> Configuration --> Work Entries --> Work Entry Types`." msgstr "" -#: ../../content/applications/hr/payroll.rst:251 +#: ../../content/applications/hr/payroll.rst:253 msgid "Each work entry type has a code to aid in the creation of payslips, and to ensure all taxes and fees are correctly entered." msgstr "" @@ -6697,117 +6697,117 @@ msgstr "" msgid "List of all work entry types currently available for use, with the payroll code and color." msgstr "" -#: ../../content/applications/hr/payroll.rst:259 +#: ../../content/applications/hr/payroll.rst:261 msgid "New work entry type" msgstr "" -#: ../../content/applications/hr/payroll.rst:261 +#: ../../content/applications/hr/payroll.rst:263 msgid "To create a new :guilabel:`Work Entry Type`, click the :guilabel:`New` button, and enter the information for the following sections on the form." msgstr "" -#: ../../content/applications/hr/payroll.rst:265 -#: ../../content/applications/hr/payroll.rst:730 +#: ../../content/applications/hr/payroll.rst:267 +#: ../../content/applications/hr/payroll.rst:713 #: ../../content/applications/hr/payroll/contracts.rst:40 msgid "General information section" msgstr "" -#: ../../content/applications/hr/payroll.rst:267 +#: ../../content/applications/hr/payroll.rst:269 msgid ":guilabel:`Work Entry Type Name`: the name should be short and descriptive, such as `Sick Time` or `Public Holiday`." msgstr "" -#: ../../content/applications/hr/payroll.rst:269 +#: ../../content/applications/hr/payroll.rst:271 msgid ":guilabel:`Payroll Code`: this code appears with the work entry type on timesheets and payslips. Since the code is used in conjunction with the *Accounting* application, it is advised to check with the accounting department for a code to use." msgstr "" -#: ../../content/applications/hr/payroll.rst:272 +#: ../../content/applications/hr/payroll.rst:274 msgid ":guilabel:`DMFA code`: this code is used to identify :abbr:`DMFA (De Multifunctionele Aangifte)` entries on a corresponding :abbr:`DMFA (De Multifunctionele Aangifte)` report. The :abbr:`DMFA (De Multifunctionele Aangifte)` report is a quarterly report that Belgian-based companies are required to submit for social security reporting purposes. This report states the work done by the employees during the quarter, as well as the salaries paid to those employees." msgstr "" -#: ../../content/applications/hr/payroll.rst:277 +#: ../../content/applications/hr/payroll.rst:279 msgid ":guilabel:`External Code`: this code is used for exporting data to a third-party payroll service. Check with the third-party being used to determine the :guilabel:`External Code` to enter for the new work entry type." msgstr "" -#: ../../content/applications/hr/payroll.rst:280 +#: ../../content/applications/hr/payroll.rst:282 msgid ":guilabel:`SDWorx code`: this code is only for companies that use SDWorx, a payroll service provider." msgstr "" -#: ../../content/applications/hr/payroll.rst:282 +#: ../../content/applications/hr/payroll.rst:284 msgid ":guilabel:`Color`: select a color for the particular work entry type." msgstr "" -#: ../../content/applications/hr/payroll.rst:285 +#: ../../content/applications/hr/payroll.rst:287 msgid "Display in payslip section" msgstr "" -#: ../../content/applications/hr/payroll.rst:287 +#: ../../content/applications/hr/payroll.rst:289 msgid ":guilabel:`Rounding`: the rounding method selected determines how quantities on timesheet entries are displayed on the payslip." msgstr "" -#: ../../content/applications/hr/payroll.rst:290 +#: ../../content/applications/hr/payroll.rst:292 msgid ":guilabel:`No Rounding`: a timesheet entry is not modified." msgstr "" -#: ../../content/applications/hr/payroll.rst:291 +#: ../../content/applications/hr/payroll.rst:293 msgid ":guilabel:`Half Day`: a timesheet entry is rounded to the closest half day amount." msgstr "" -#: ../../content/applications/hr/payroll.rst:292 +#: ../../content/applications/hr/payroll.rst:294 msgid ":guilabel:`Day`: a timesheet entry is rounded to the closest full day amount." msgstr "" -#: ../../content/applications/hr/payroll.rst:295 +#: ../../content/applications/hr/payroll.rst:297 msgid "If the working time is set to an 8-hour work day (40-hour work week), and an employee enters a time of 5.5 hours on a timesheet, and :guilabel:`Rounding` is set to :guilabel:`No Rounding`, the entry remains 5.5 hours. If :guilabel:`Rounding` is set to :guilabel:`Half Day`, the entry is changed to 4 hours. If it is set to :guilabel:`Day`, it is changed to 8 hours." msgstr "" -#: ../../content/applications/hr/payroll.rst:301 +#: ../../content/applications/hr/payroll.rst:303 msgid "Unpaid section" msgstr "" -#: ../../content/applications/hr/payroll.rst:303 +#: ../../content/applications/hr/payroll.rst:305 msgid ":guilabel:`Unpaid in Structures Types`: if the work entry is for work that is not paid, specify which pay structure the unpaid work entry applies to from the drop-down menu. Some situations where work is logged on a timesheet, but no compensation given would be for unpaid internships, unpaid training, or volunteer work." msgstr "" -#: ../../content/applications/hr/payroll.rst:309 +#: ../../content/applications/hr/payroll.rst:311 msgid "Valid for advantages section" msgstr "" -#: ../../content/applications/hr/payroll.rst:311 +#: ../../content/applications/hr/payroll.rst:313 msgid ":guilabel:`Meal Voucher`: if the work entry should count towards a meal voucher, check the box." msgstr "" -#: ../../content/applications/hr/payroll.rst:312 +#: ../../content/applications/hr/payroll.rst:314 msgid ":guilabel:`Representation Fees`: if the work entry should count towards representation fees, check the box." msgstr "" -#: ../../content/applications/hr/payroll.rst:314 +#: ../../content/applications/hr/payroll.rst:316 msgid ":guilabel:`Private Car Reimbursement`: if the work entry should count towards a private car reimbursement, check the box." msgstr "" -#: ../../content/applications/hr/payroll.rst:318 +#: ../../content/applications/hr/payroll.rst:320 msgid "Time off options section" msgstr "" -#: ../../content/applications/hr/payroll.rst:320 +#: ../../content/applications/hr/payroll.rst:322 msgid ":guilabel:`Time Off`: check this box if the work entry type can be selected for a time off request, or entry, in the *Time Off* application." msgstr "" -#: ../../content/applications/hr/payroll.rst:323 +#: ../../content/applications/hr/payroll.rst:325 msgid "If :guilabel:`Time Off` is checked, a :guilabel:`Time Off Type` field appears. This field has a drop-down menu to select the specific type of time off, such as `Paid Time Off`, `Sick Time Off`, or `Extra Hours`, for example." msgstr "" -#: ../../content/applications/hr/payroll.rst:327 +#: ../../content/applications/hr/payroll.rst:329 msgid "A new type of time off can be entered in the field, if the listed types of time off in the drop-down menu do **not** display the type of time off needed." msgstr "" -#: ../../content/applications/hr/payroll.rst:329 +#: ../../content/applications/hr/payroll.rst:331 msgid ":guilabel:`Keep Time Off Right`: this is for Belgian-specific companies **only**, and does **not** appear for other localizations. Check this box if the work entry is for time off that affects the time off benefits for the following year. Workers are given time off each year, according to the government, and in some cases, time off taken during a specific time period can affect how much time off the employee receives or accrues the following year." msgstr "" -#: ../../content/applications/hr/payroll.rst:336 +#: ../../content/applications/hr/payroll.rst:338 msgid "Reporting section" msgstr "" -#: ../../content/applications/hr/payroll.rst:338 +#: ../../content/applications/hr/payroll.rst:340 msgid ":guilabel:`Unforeseen Absence`: if the work entry should be visible on the unforeseen absences report, check this box." msgstr "" @@ -6815,23 +6815,23 @@ msgstr "" msgid "New work entry type form with all fields to be filled in." msgstr "" -#: ../../content/applications/hr/payroll.rst:348 +#: ../../content/applications/hr/payroll.rst:350 msgid "Working schedules" msgstr "" -#: ../../content/applications/hr/payroll.rst:350 +#: ../../content/applications/hr/payroll.rst:352 msgid "To view the currently configured working schedules, go to :menuselection:`Payroll app --> Configuration --> Work Entries --> Working Schedules`. The working schedules that are available for an employee's contracts and work entries are found in this list." msgstr "" -#: ../../content/applications/hr/payroll.rst:354 +#: ../../content/applications/hr/payroll.rst:356 msgid "Working schedules are company-specific. Each company **must** identify each type of working schedule they use. If the database is created for only one company, the company column is not available." msgstr "" -#: ../../content/applications/hr/payroll.rst:358 +#: ../../content/applications/hr/payroll.rst:360 msgid "An Odoo database containing multiple companies that use a standard 40-hour work week needs to have a separate working schedule entry for each company that uses the 40-hour standard work week." msgstr "" -#: ../../content/applications/hr/payroll.rst:361 +#: ../../content/applications/hr/payroll.rst:363 msgid "A database with five companies that all use a standard 40-hour work week needs to have five separate 40-hour working schedules configured." msgstr "" @@ -6839,27 +6839,27 @@ msgstr "" msgid "All working schedules available to use currently set up in the database for the company." msgstr "" -#: ../../content/applications/hr/payroll.rst:371 +#: ../../content/applications/hr/payroll.rst:373 msgid "New working schedule" msgstr "" -#: ../../content/applications/hr/payroll.rst:373 +#: ../../content/applications/hr/payroll.rst:375 msgid "To create a new working schedule, click the :guilabel:`New` button, and enter the information on the form." msgstr "" -#: ../../content/applications/hr/payroll.rst:376 +#: ../../content/applications/hr/payroll.rst:378 msgid "The fields are auto-populated for a regular 40-hour work week but can be modified. First, change the name of the working time by modifying the text in the :guilabel:`Name` field. Next, make any adjustments to the days and times that apply to the new working time." msgstr "" -#: ../../content/applications/hr/payroll.rst:380 +#: ../../content/applications/hr/payroll.rst:382 msgid "In the :guilabel:`Working Hours` tab, modify the :guilabel:`Day of Week`, :guilabel:`Day Period`, and :guilabel:`Work Entry Type` selections by clicking on the drop-down menus in each column and making the desired selection. The :guilabel:`Work From` and :guilabel:`Work To` columns are modified by typing in the time." msgstr "" -#: ../../content/applications/hr/payroll.rst:386 +#: ../../content/applications/hr/payroll.rst:388 msgid "The :guilabel:`Work From` and :guilabel:`Work To` times must be in a 24-hour format. For example, `2:00 PM` would be entered as `14:00`." msgstr "" -#: ../../content/applications/hr/payroll.rst:389 +#: ../../content/applications/hr/payroll.rst:391 msgid "If the working time should be in a two-week configuration, click the :guilabel:`Switch to 2 weeks calendar` button in the top-left. This creates entries for an :guilabel:`Even week` and an :guilabel:`Odd week`." msgstr "" @@ -6867,31 +6867,31 @@ msgstr "" msgid "New working schedule form." msgstr "" -#: ../../content/applications/hr/payroll.rst:398 +#: ../../content/applications/hr/payroll.rst:400 msgid "Salary" msgstr "" -#: ../../content/applications/hr/payroll.rst:403 +#: ../../content/applications/hr/payroll.rst:405 msgid "Structure types" msgstr "" -#: ../../content/applications/hr/payroll.rst:405 +#: ../../content/applications/hr/payroll.rst:407 msgid "In Odoo, an employee's payslip is based on *structures* and *structure types*, which both affect how an employee enters timesheets. Each structure type is an individual set of rules for processing a timesheet entry, which consists of different structures nested within it. Structure types define how often an employee gets paid, the working hours, and if wages are based on a salary (fixed) or how many hours the employee worked (varied)." msgstr "" -#: ../../content/applications/hr/payroll.rst:411 +#: ../../content/applications/hr/payroll.rst:413 msgid "For example, a structure type could be `Employee`, and that structure type could have two different structures in it: a `Regular Pay` structure which includes all the separate rules for processing regular pay, as well as a structure for an `End of Year Bonus` which includes the rules only for the end of year bonus. Both the `Regular Pay` structure and `End of Year Bonus` structure are structures within the `Employee` structure type." msgstr "" -#: ../../content/applications/hr/payroll.rst:417 +#: ../../content/applications/hr/payroll.rst:419 msgid "The different :guilabel:`Structure Types` can be seen by navigating to :menuselection:`Payroll app --> Configuration --> Salary: Structure Types`." msgstr "" -#: ../../content/applications/hr/payroll.rst:420 +#: ../../content/applications/hr/payroll.rst:422 msgid "Two default structure types are configured in Odoo: :guilabel:`Employee` and :guilabel:`Worker`." msgstr "" -#: ../../content/applications/hr/payroll.rst:422 +#: ../../content/applications/hr/payroll.rst:424 msgid "Typically, :guilabel:`Employee` is used for salaried employees, which is why the wage type is :guilabel:`Monthly Fixed Wage`, and :guilabel:`Worker` is typically used for employees paid by the hour, so the wage type is :guilabel:`Hourly Wage`." msgstr "" @@ -6899,59 +6899,59 @@ msgstr "" msgid "List of all currently configured structure types available to use." msgstr "" -#: ../../content/applications/hr/payroll.rst:433 +#: ../../content/applications/hr/payroll.rst:435 msgid "New structure type" msgstr "" -#: ../../content/applications/hr/payroll.rst:435 +#: ../../content/applications/hr/payroll.rst:437 msgid "To make a new structure type, click the :guilabel:`New` button, and a blank structure type form appears." msgstr "" -#: ../../content/applications/hr/payroll.rst:438 +#: ../../content/applications/hr/payroll.rst:440 msgid "Proceed to enter information in the fields. Most fields are pre-populated, but all the fields can be modified." msgstr "" -#: ../../content/applications/hr/payroll.rst:441 +#: ../../content/applications/hr/payroll.rst:443 msgid ":guilabel:`Structure Type`: enter the name for the new structure type, such as `Employee` or `Worker`." msgstr "" -#: ../../content/applications/hr/payroll.rst:443 +#: ../../content/applications/hr/payroll.rst:445 msgid ":guilabel:`Country`: select the country that the new structure type applies to from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll.rst:445 +#: ../../content/applications/hr/payroll.rst:447 msgid ":guilabel:`Wage Type`: select what type of wage the new structure type uses, either :guilabel:`Fixed Wage` or :guilabel:`Hourly Wage`." msgstr "" -#: ../../content/applications/hr/payroll.rst:448 +#: ../../content/applications/hr/payroll.rst:450 msgid "If the type is to be used for salaried employees, who receive the same wage every pay period, select :guilabel:`Fixed Wage`." msgstr "" -#: ../../content/applications/hr/payroll.rst:451 +#: ../../content/applications/hr/payroll.rst:453 msgid "If the type is to be used for employees, who receive wages based on how many hours they worked during a pay period, select :guilabel:`Hourly Wage`." msgstr "" -#: ../../content/applications/hr/payroll.rst:453 +#: ../../content/applications/hr/payroll.rst:455 msgid ":guilabel:`Default Scheduled Pay`: select the typical pay schedule for the new structure type from the drop-down menu. Options are :guilabel:`Monthly`, :guilabel:`Quarterly`, :guilabel:`Semi-annually`, :guilabel:`Annually`, :guilabel:`Weekly`, :guilabel:`Bi-weekly`, :guilabel:`Bi-monthly`. This indicates how often this specific type of structure is paid out." msgstr "" -#: ../../content/applications/hr/payroll.rst:457 +#: ../../content/applications/hr/payroll.rst:459 msgid ":guilabel:`Default Working Hours`: select the default working hours for the new structure type from the drop-down menu. All available working hours for the currently selected company appear in the drop-down menu. The default working hours that are pre-configured in Odoo is the :guilabel:`Standard 40 hours/week` option. If the needed working hours do not appear in the list, a :ref:`new set of default working hours can be created `." msgstr "" -#: ../../content/applications/hr/payroll.rst:462 +#: ../../content/applications/hr/payroll.rst:464 msgid ":guilabel:`Regular Pay Structure`: type in the name for the regular pay structure." msgstr "" -#: ../../content/applications/hr/payroll.rst:463 +#: ../../content/applications/hr/payroll.rst:465 msgid ":guilabel:`Default Work Entry Type`: select the default type of work entry the new structure type falls under from the drop-down menu. The default options include :guilabel:`Attendance`, :guilabel:`Overtime Hours`, :guilabel:`Generic Time Off`, :guilabel:`Compensatory Time Off`, :guilabel:`Home Working`, :guilabel:`Unpaid`, :guilabel:`Sick Time Off`, :guilabel:`Paid Time Off`, :guilabel:`Out Of Contract`, :guilabel:`Extra Hours`, and :guilabel:`Long Term Time Off`." msgstr "" -#: ../../content/applications/hr/payroll.rst:469 +#: ../../content/applications/hr/payroll.rst:471 msgid "To view all the options for the :guilabel:`Default Work Entry Type`, click the :guilabel:`Search More..` button at the bottom of the drop-down list." msgstr "" -#: ../../content/applications/hr/payroll.rst:472 +#: ../../content/applications/hr/payroll.rst:474 msgid "Depending on the localization settings, this list may contain more options in addition to the default options." msgstr "" @@ -6959,75 +6959,75 @@ msgstr "" msgid "New structure type form to fill out when creating a new structure type." msgstr "" -#: ../../content/applications/hr/payroll.rst:482 +#: ../../content/applications/hr/payroll.rst:484 msgid "New default working hours" msgstr "" -#: ../../content/applications/hr/payroll.rst:484 +#: ../../content/applications/hr/payroll.rst:486 msgid "To make new default working hours, type the name for the new working hours in the :guilabel:`Default Working Hours` field on the new structure type form. Click :guilabel:`Create and edit`. A default working hours form pops up. The default working hours form has two sections, a general information section and a tab listing out all the individual working hours by day and time. When the form is completed, click :guilabel:`Save & Close`." msgstr "" -#: ../../content/applications/hr/payroll.rst:490 +#: ../../content/applications/hr/payroll.rst:492 msgid ":guilabel:`Name`: type in the name for the new default working hours. This should be descriptive and clear to understand, such as `Standard 20 Hours/Week`." msgstr "" -#: ../../content/applications/hr/payroll.rst:492 +#: ../../content/applications/hr/payroll.rst:494 msgid ":guilabel:`Company`: select the company that can use these new default working hours from the drop-down menu. Keep in mind, working hours are company-specific, and cannot be shared between companies. Each company needs to have their own working hours set." msgstr "" -#: ../../content/applications/hr/payroll.rst:495 +#: ../../content/applications/hr/payroll.rst:497 msgid ":guilabel:`Average Hour Per Day`: the average hours per day field is auto-populated, based on the working hours configured in the :guilabel:`Working Hours` tab. This entry affects resource planning, since the average daily hours affect what resources can be used, and in what quantity, per work day." msgstr "" -#: ../../content/applications/hr/payroll.rst:499 +#: ../../content/applications/hr/payroll.rst:501 msgid ":guilabel:`Timezone`: select the time zone to be used for the new default working hours from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll.rst:501 +#: ../../content/applications/hr/payroll.rst:503 msgid ":guilabel:`Company Full Time`: enter the number of hours per week an employee would need to work to be considered a full-time employee. Typically, this is approximately 40 hours, and this number affects what types of benefits an employee can receive, based on their employment status (full-time vs part-time)." msgstr "" -#: ../../content/applications/hr/payroll.rst:505 +#: ../../content/applications/hr/payroll.rst:507 msgid ":guilabel:`Work Time Rate`: this percentage is auto-generated based on the entry for the :guilabel:`Company Full Time` and the working hours configured in the :guilabel:`Working Hours` tab. This number should be between `0.00%` and `100%`, so if the percentage is above `100%`, it is an indication that the working times and/or :guilabel:`Company Full Time` hours need adjustment." msgstr "" -#: ../../content/applications/hr/payroll.rst:509 +#: ../../content/applications/hr/payroll.rst:511 msgid ":guilabel:`Working Hours` Tab: this tab is where each day's specific working hours are listed. When a new default working hour form is created, the :guilabel:`Working Hours` tab is pre-populated with a default 40-hour week, with each day divided into three timed sections." msgstr "" -#: ../../content/applications/hr/payroll.rst:513 +#: ../../content/applications/hr/payroll.rst:515 msgid "Every day has morning (8:00-12:00), lunch (12:00-13:00), and evening (13:00-17:00) hours configured, using a 24 hour time format." msgstr "" -#: ../../content/applications/hr/payroll.rst:516 +#: ../../content/applications/hr/payroll.rst:518 msgid "To adjust any of these hours, click on the specific field to adjust, and make the adjustment using the drop-down menus, or in the specific case of the times, type in the desired time." msgstr "" -#: ../../content/applications/hr/payroll.rst:519 +#: ../../content/applications/hr/payroll.rst:521 msgid "Keep in mind, working hours are company-specific, and cannot be shared between companies. Each company needs to have their own working hours set." msgstr "" -#: ../../content/applications/hr/payroll.rst:523 +#: ../../content/applications/hr/payroll.rst:525 msgid "If the working hours are not consistent each week, and the hours are on a bi-weekly schedule instead, click the :guilabel:`Switch to 2 week calendar` button at the top of the new default working hours form. This changes the :guilabel:`Working Hours` tab to display two weeks of working times that can be adjusted." msgstr "" -#: ../../content/applications/hr/payroll.rst:529 +#: ../../content/applications/hr/payroll.rst:531 msgid "Structures" msgstr "" -#: ../../content/applications/hr/payroll.rst:531 +#: ../../content/applications/hr/payroll.rst:533 msgid "*Salary structures* are the different ways an employee gets paid within a specific *structure*, and are specifically defined by various rules." msgstr "" -#: ../../content/applications/hr/payroll.rst:534 +#: ../../content/applications/hr/payroll.rst:536 msgid "The amount of structures a company needs for each structure type depends on how many different ways employees are paid, and how their pay is calculated. For example, a common structure that could be useful to add may be a `Bonus`." msgstr "" -#: ../../content/applications/hr/payroll.rst:538 +#: ../../content/applications/hr/payroll.rst:540 msgid "To view all the various structures for each structure type, go to :menuselection:`Payroll app --> Configuration --> Salary --> Structures`." msgstr "" -#: ../../content/applications/hr/payroll.rst:541 +#: ../../content/applications/hr/payroll.rst:543 msgid "Each :ref:`structure type ` lists the various structures associated with it. Each structure contains a set of rules that define it." msgstr "" @@ -7035,7 +7035,7 @@ msgstr "" msgid "All available salary structures." msgstr "" -#: ../../content/applications/hr/payroll.rst:548 +#: ../../content/applications/hr/payroll.rst:550 msgid "Click on a structure to view its :guilabel:`Salary Rules`. These rules are what calculate the payslip for the employee." msgstr "" @@ -7043,60 +7043,60 @@ msgstr "" msgid "Salary structure details for Regular Pay, listing all the specific Salary Rules." msgstr "" -#: ../../content/applications/hr/payroll.rst:556 +#: ../../content/applications/hr/payroll.rst:558 #: ../../content/applications/hr/time_off.rst:273 msgid "Rules" msgstr "" -#: ../../content/applications/hr/payroll.rst:558 +#: ../../content/applications/hr/payroll.rst:560 msgid "Each structure has a set of *salary rules* to follow for accounting purposes. These rules are configured by the localization, and affect actions in the *Accounting* application, so modifications to the default rules, or the creation of new rules, should only be done when necessary." msgstr "" -#: ../../content/applications/hr/payroll.rst:562 +#: ../../content/applications/hr/payroll.rst:564 msgid "To view all the rules, go to :menuselection:`Payroll app --> Configuration --> Salary --> Rules`. Click on a structure (such as :guilabel:`Regular Pay`) to view all the rules." msgstr "" -#: ../../content/applications/hr/payroll.rst:565 +#: ../../content/applications/hr/payroll.rst:567 msgid "To make a new rule, click :guilabel:`New`. A new rule form appears. Enter the following information in the fields." msgstr "" -#: ../../content/applications/hr/payroll.rst:569 +#: ../../content/applications/hr/payroll.rst:571 msgid "Top section" msgstr "" -#: ../../content/applications/hr/payroll.rst:571 +#: ../../content/applications/hr/payroll.rst:573 msgid ":guilabel:`Rule Name`: enter a name for the rule. This field is required." msgstr "" -#: ../../content/applications/hr/payroll.rst:572 +#: ../../content/applications/hr/payroll.rst:574 msgid ":guilabel:`Category`: select a category the rule applies to from the drop-down menu, or enter a new one. This field is required." msgstr "" -#: ../../content/applications/hr/payroll.rst:574 +#: ../../content/applications/hr/payroll.rst:576 msgid ":guilabel:`Code`: enter a code to be used for this new rule. It is recommended to coordinate with the accounting department for a code to use as this affects accounting reports and payroll processing. This field is required." msgstr "" -#: ../../content/applications/hr/payroll.rst:577 +#: ../../content/applications/hr/payroll.rst:579 msgid ":guilabel:`Sequence`: enter a number indicating when this rule is calculated in the sequence of all other rules." msgstr "" -#: ../../content/applications/hr/payroll.rst:579 +#: ../../content/applications/hr/payroll.rst:581 msgid ":guilabel:`Salary Structure`: select a salary structure the rule applies to from the drop-down menu, or enter a new one. This field is required." msgstr "" -#: ../../content/applications/hr/payroll.rst:581 +#: ../../content/applications/hr/payroll.rst:583 msgid ":guilabel:`Active`: enable this toggle, so the rule is available for use. Disable the toggle to hide the rule without deleting it in the database." msgstr "" -#: ../../content/applications/hr/payroll.rst:583 +#: ../../content/applications/hr/payroll.rst:585 msgid ":guilabel:`Appears on payslip`: tick the checkbox to have the rule appear on employee payslips." msgstr "" -#: ../../content/applications/hr/payroll.rst:584 +#: ../../content/applications/hr/payroll.rst:586 msgid ":guilabel:`View on Employer Cost Dashboard`: tick the checkbox to have the rule appear on the :guilabel:`Employer Cost` report, located on the *Payroll* app dashboard." msgstr "" -#: ../../content/applications/hr/payroll.rst:586 +#: ../../content/applications/hr/payroll.rst:588 msgid ":guilabel:`View on Payroll Reporting`: tick the checkbox to have the rule appear on payroll reports." msgstr "" @@ -7104,72 +7104,72 @@ msgstr "" msgid "Enter the information for the new rule on the new rule form." msgstr "" -#: ../../content/applications/hr/payroll.rst:594 +#: ../../content/applications/hr/payroll.rst:596 msgid "General tab" msgstr "" -#: ../../content/applications/hr/payroll.rst:597 +#: ../../content/applications/hr/payroll.rst:599 msgid "Conditions" msgstr "" -#: ../../content/applications/hr/payroll.rst:599 +#: ../../content/applications/hr/payroll.rst:601 msgid ":guilabel:`Condition Based on`: select from the drop-down menu whether the rule is :guilabel:`Always True` (always applies), a :guilabel:`Range` (applies to a specific range, which is entered beneath the selection), or a :guilabel:`Python Expression` (the code is entered beneath the selection). This field is required." msgstr "" -#: ../../content/applications/hr/payroll.rst:605 +#: ../../content/applications/hr/payroll.rst:607 msgid "Computation" msgstr "" -#: ../../content/applications/hr/payroll.rst:607 +#: ../../content/applications/hr/payroll.rst:609 msgid ":guilabel:`Amount Type`: select from the drop-down menu whether the amount is a :guilabel:`Fixed Amount`, a :guilabel:`Percentage (%)`, or a :guilabel:`Python Code`. Depending on what is selected, the fixed amount, percentage, or Python code needs to be entered next. This field is required." msgstr "" -#: ../../content/applications/hr/payroll.rst:613 +#: ../../content/applications/hr/payroll.rst:615 msgid "Company contribution" msgstr "" -#: ../../content/applications/hr/payroll.rst:615 +#: ../../content/applications/hr/payroll.rst:617 msgid ":guilabel:`Partner`: if another company financially contributes to this rule, select the company from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll.rst:619 -#: ../../content/applications/hr/payroll.rst:815 +#: ../../content/applications/hr/payroll.rst:621 +#: ../../content/applications/hr/payroll.rst:798 msgid "Description tab" msgstr "" -#: ../../content/applications/hr/payroll.rst:621 +#: ../../content/applications/hr/payroll.rst:623 msgid "Provide any additional information in this tab to help clarify the rule. This tab only appears in the rule form." msgstr "" -#: ../../content/applications/hr/payroll.rst:625 +#: ../../content/applications/hr/payroll.rst:627 msgid "Accounting tab" msgstr "" -#: ../../content/applications/hr/payroll.rst:627 +#: ../../content/applications/hr/payroll.rst:629 msgid ":guilabel:`Debit Account`: select the debit account from the drop-down menu the rule affects." msgstr "" -#: ../../content/applications/hr/payroll.rst:628 +#: ../../content/applications/hr/payroll.rst:630 msgid ":guilabel:`Credit Account`: select the credit account from the drop-down menu the rule affects." msgstr "" -#: ../../content/applications/hr/payroll.rst:629 +#: ../../content/applications/hr/payroll.rst:631 msgid ":guilabel:`Not computed in net accountability`: tick the checkbox to delete the value of this rule in the `Net Salary` rule." msgstr "" -#: ../../content/applications/hr/payroll.rst:633 +#: ../../content/applications/hr/payroll.rst:635 msgid "Rule parameters" msgstr "" -#: ../../content/applications/hr/payroll.rst:636 +#: ../../content/applications/hr/payroll.rst:638 msgid "Currently, the :guilabel:`Rule Parameters` feature found inside the :menuselection:`Payroll app --> Configuration --> Salary --> Rule Parameters` menu is still in development and only serves a specific use case for Belgian markets. The documentation will be updated when this section has matured to more markets." msgstr "" -#: ../../content/applications/hr/payroll.rst:642 +#: ../../content/applications/hr/payroll.rst:644 msgid "Other input types" msgstr "" -#: ../../content/applications/hr/payroll.rst:644 +#: ../../content/applications/hr/payroll.rst:646 msgid "When creating payslips, it is sometimes necessary to add other entries for specific circumstances, like expenses, reimbursements, or deductions. These other inputs can be configured by navigating to :menuselection:`Payroll app --> Configuration --> Salary --> Other Input Types`." msgstr "" @@ -7178,11 +7178,11 @@ msgid "A list of other input types for payroll that can be selected when creatin "a payslip." msgstr "" -#: ../../content/applications/hr/payroll.rst:653 +#: ../../content/applications/hr/payroll.rst:655 msgid "To create a new input type, click the :guilabel:`New` button. Enter the :guilabel:`Description`, the :guilabel:`Code`, and which structure it applies to in the :guilabel:`Availability in Structure` field." msgstr "" -#: ../../content/applications/hr/payroll.rst:658 +#: ../../content/applications/hr/payroll.rst:660 msgid "The :guilabel:`Code` is used in the salary rules to compute payslips. If the :guilabel:`Availability in Structure` field is left blank, it indicates that the new input type is available for all payslips and is not exclusive to a specific structure." msgstr "" @@ -7190,48 +7190,28 @@ msgstr "" 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:673 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:678 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:684 msgid "Benefits" msgstr "" -#: ../../content/applications/hr/payroll.rst:703 +#: ../../content/applications/hr/payroll.rst:686 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:690 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 "" @@ -7239,67 +7219,67 @@ 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:699 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:703 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:707 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:710 msgid "The various fields for creating a benefit are as follows:" msgstr "" -#: ../../content/applications/hr/payroll.rst:732 +#: ../../content/applications/hr/payroll.rst:715 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:716 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:717 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:722 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:726 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:728 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:731 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:733 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:735 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:738 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:741 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:743 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 "" @@ -7307,100 +7287,100 @@ msgstr "" msgid "A new benefit form filled out for an internet subscription." msgstr "" -#: ../../content/applications/hr/payroll.rst:768 +#: ../../content/applications/hr/payroll.rst:751 msgid "Display section" msgstr "" -#: ../../content/applications/hr/payroll.rst:770 +#: ../../content/applications/hr/payroll.rst:753 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:755 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:760 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:762 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:765 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:767 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:770 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:771 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:775 msgid "Activity section" msgstr "" -#: ../../content/applications/hr/payroll.rst:794 +#: ../../content/applications/hr/payroll.rst:777 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:779 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:782 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:785 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:789 #: ../../content/applications/hr/payroll/contracts.rst:163 msgid "Sign section" msgstr "" -#: ../../content/applications/hr/payroll.rst:808 +#: ../../content/applications/hr/payroll.rst:791 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:794 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:800 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:803 msgid "Personal info" msgstr "" -#: ../../content/applications/hr/payroll.rst:822 +#: ../../content/applications/hr/payroll.rst:805 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:809 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:813 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:817 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:819 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 "" @@ -7408,31 +7388,31 @@ 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:827 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:830 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:832 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:835 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:839 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:844 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:847 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 "" @@ -7440,71 +7420,71 @@ msgstr "" msgid "New personal information entry." msgstr "" -#: ../../content/applications/hr/payroll.rst:876 +#: ../../content/applications/hr/payroll.rst:859 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:862 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:865 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:868 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:871 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:874 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:879 msgid ":guilabel:`Information`: type in a name for this field." msgstr "" -#: ../../content/applications/hr/payroll.rst:897 +#: ../../content/applications/hr/payroll.rst:880 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:884 msgid "New categories can be made if needed." msgstr "" -#: ../../content/applications/hr/payroll.rst:903 +#: ../../content/applications/hr/payroll.rst:886 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:891 msgid "Finally, click :guilabel:`Save & Close`." msgstr "" -#: ../../content/applications/hr/payroll.rst:909 +#: ../../content/applications/hr/payroll.rst:892 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:894 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:897 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:900 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:902 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:905 msgid ":guilabel:`Code`: select the code this rule applies to from the drop-down menu." msgstr "" @@ -7512,28 +7492,28 @@ 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:912 msgid "Jobs" msgstr "" -#: ../../content/applications/hr/payroll.rst:931 +#: ../../content/applications/hr/payroll.rst:914 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:920 #: ../../content/applications/hr/recruitment/new_job.rst:3 msgid "Job positions" msgstr "" -#: ../../content/applications/hr/payroll.rst:939 +#: ../../content/applications/hr/payroll.rst:922 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:926 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:929 msgid "A list of all the job positions appear, along with the corresponding department, on the :guilabel:`Job Position` page." msgstr "" @@ -7541,39 +7521,43 @@ msgstr "" msgid "A list of all the job positions and corresponding departments." msgstr "" -#: ../../content/applications/hr/payroll.rst:953 +#: ../../content/applications/hr/payroll.rst:936 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:938 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:941 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:945 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:946 msgid ":doc:`payroll/work_entries`" msgstr "" -#: ../../content/applications/hr/payroll.rst:965 +#: ../../content/applications/hr/payroll.rst:947 +msgid ":doc:`payroll/salary_attachments`" +msgstr "" + +#: ../../content/applications/hr/payroll.rst:948 +msgid ":doc:`payroll/payslips`" +msgstr "" + +#: ../../content/applications/hr/payroll.rst:949 msgid ":doc:`payroll/reporting`" msgstr "" -#: ../../content/applications/hr/payroll.rst:966 +#: ../../content/applications/hr/payroll.rst:950 msgid ":doc:`payroll/work_entry_analysis`" msgstr "" -#: ../../content/applications/hr/payroll.rst:967 +#: ../../content/applications/hr/payroll.rst:951 msgid ":doc:`payroll/salary_attachment`" msgstr "" @@ -7970,6 +7954,7 @@ 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 "" @@ -8902,6 +8887,170 @@ 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 5634e69ef..80336f61c 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 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-11-05 09:20+0000\n" +"POT-Creation-Date: 2024-12-02 16:24+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/inventory_valuation/valuation_by_lots.rst:20 #: ../../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 @@ -2971,7 +2971,7 @@ 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" @@ -3296,202 +3296,6 @@ 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" @@ -4111,6 +3915,202 @@ 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 "" @@ -11935,7 +11935,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:85 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:90 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:158 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:165 msgid "Setup in Odoo" msgstr "" @@ -12987,14 +12987,22 @@ msgid "Set up shipping method in Odoo" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:21 +msgid "When configuring a shipping method to use UPS, make sure the :guilabel:`Provider` is set to :guilabel:`UPS`, **NOT** :guilabel:`UPS Legacy`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:24 +msgid "If shipping methods currently exist with the :guilabel:`Provider` set to :guilabel:`UPS Legacy`, archive them, and create new shipping methods using :guilabel:`UPS`, instead." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:28 msgid "UPS account setup" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:23 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:30 msgid "To get started, go to the `UPS website `_ and click the :guilabel:`Log In` button in the top-right corner to log in or create a UPS account." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:26 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:33 msgid "After logging in, click the profile icon in the top-right corner, and select :guilabel:`Accounts and Payment` from the drop-down menu." msgstr "" @@ -13002,15 +13010,15 @@ msgstr "" msgid "Show how to navigate to the \"Accounts and Payment\" page from the home screen." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:33 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:40 msgid "On the :guilabel:`Accounts and Payment Options` page, two accounts must be configured: an Odoo shipment account and a payment card." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:37 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:44 msgid "Shipping account" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:39 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:46 msgid "To add an Odoo shipment account, select :guilabel:`Add New Account` from the :guilabel:`Add a Payment Method` drop-down menu, and click :guilabel:`Add`." msgstr "" @@ -13018,11 +13026,11 @@ msgstr "" msgid "Display \"Add an account\" option from the drop-down menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:53 msgid "On the next screen, labeled :guilabel:`Open a Shipping Account`, complete the forms to configure the shipping account type (e.g. :guilabel:`Business`) and if any regulated items will be shipped. Then finish the remaining three steps in the wizard to :guilabel:`Add Addresses`, :guilabel:`Verify Identity`, and :guilabel:`Explore Discounts`, with the last option being optional." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:58 msgid "When complete, submit the application on the last page of the wizard to finish setting up the shipping account." msgstr "" @@ -13030,11 +13038,11 @@ msgstr "" msgid "Display UPS form to fill out company shipping information." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:68 msgid "Get account number" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:63 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:70 msgid "With the shipping account set up, the UPS :guilabel:`Account Number` becomes available. To access it, navigate to :menuselection:`Profile --> Accounts and Payment` and refer to the shipping account's :guilabel:`Number` field." msgstr "" @@ -13042,11 +13050,11 @@ msgstr "" msgid "Show Account \"Number\" field for the shipping account." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:79 msgid "Payment card" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:74 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:81 msgid "Navigate back to the :guilabel:`Accounts and Payments` page and select the :guilabel:`Add Payment Card` option from the :guilabel:`Add a Payment Method` drop-down menu. Then, complete the form to add the credit card information." msgstr "" @@ -13054,11 +13062,11 @@ msgstr "" msgid "Show \"Add Payment Card\" option from the drop-down." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:83 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:90 msgid "UPS developer account setup" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:92 msgid "Next, log into the `UPS developer account `_ to generate the developer key. To begin, click the profile icon in the top-right corner, and choose the :guilabel:`Apps` option from the drop-down menu." msgstr "" @@ -13066,15 +13074,15 @@ msgstr "" msgid "Display the \"Apps\" drop-down option after clicking the profile picture icon." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:101 msgid "Add app" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:96 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:103 msgid "Then, click the :guilabel:`Add Apps` button to begin filling out the form. In the :guilabel:`I need API credentials because \\*` field, select :guilabel:`I want to integrate UPS technology into my business`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:100 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:107 msgid "Under the next label, :guilabel:`Choose an account to associate with these credentials. \\*`, select :guilabel:`Add existing account` from the drop-down menu in the corresponding field, and then select the :ref:`account number ` linked to the UPS account created in the previous step." msgstr "" @@ -13082,51 +13090,51 @@ msgstr "" msgid "Show form to fill in the UPS account number." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:116 msgid "Click :guilabel:`Next`, and proceed to the :guilabel:`Add App` form, and fill out the fields:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:111 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:118 msgid ":guilabel:`App Name`: Type the name to identify the app by." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:119 msgid ":guilabel:`Callback URL`: Type the URL of the Odoo database, in the format: `https://databaseName.odoo.com`. Do **not** include `www` in the URL." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:122 msgid "In the :guilabel:`Add Products` section on the right, search for and click the :guilabel:`+ (plus)` icon to add the following products to the app:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:118 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:125 msgid ":guilabel:`Authorization (O Auth)`: Used to generate the authorization token to request information from the UPS API." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:120 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:127 msgid ":guilabel:`Address Validation`: Validates addresses at the street level in the United States and Puerto Rico." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:129 msgid ":guilabel:`Locator`: Enables search for UPS shipping locations based on type and available services." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:131 msgid ":guilabel:`Paperless Documents`: Enables the upload of document images to link to shipments." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:125 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:132 msgid ":guilabel:`Shipping`: Enables UPS shipping services, such as preparing packages for shipment, managing returns, and cancelling scheduled shipments." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:127 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:134 msgid ":guilabel:`Rating`: Compare delivery services and shipping rates." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:136 msgid "Finally, click :guilabel:`Save` and accept UPS's terms and conditions." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:132 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:139 msgid "`UPS API Catalog `_" msgstr "" @@ -13134,11 +13142,11 @@ msgstr "" msgid "Show \"Add Apps\" form, where the app details are configured." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:141 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:148 msgid "Client ID and Client Secret" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:143 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:150 msgid "With the new app created, in the :menuselection:`Profile --> My Apps --> App` page, select the app from the :guilabel:`Credentials` section to view the UPS credentials." msgstr "" @@ -13146,7 +13154,7 @@ msgstr "" msgid "Show newly created app in the \"My Apps\" section." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:150 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:157 msgid "In the :guilabel:`Credentials` section, copy the :guilabel:`Client ID` and :guilabel:`Client Secret` key." msgstr "" @@ -13154,55 +13162,55 @@ msgstr "" msgid "Display the \"Client ID\" and \"Client Secret\" key." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:160 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:167 msgid "With the credentials obtained, configure the UPS shipping method in Odoo by going to :menuselection:`Inventory app --> Configuration --> Shipping Methods`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:163 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:170 msgid "On the :guilabel:`Shipping Methods` page, click the :guilabel:`New` button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:173 msgid "For existing UPS shipping methods whose :guilabel:`Provider` is :guilabel:`UPS Legacy`, archive it and create a new shipping method using :guilabel:`UPS`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:169 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:176 msgid "In the :guilabel:`Provider` field, select :guilabel:`UPS`. Doing so reveals the :guilabel:`UPS Configuration` tab, where various fields must be entered. For details instructions on configuring the other fields on the shipping method, refer to the :doc:`Configure third-party carrier ` documentation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:174 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:181 msgid "In the :guilabel:`UPS Configuration` tab, complete the following fields:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:176 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:183 msgid ":guilabel:`UPS Account Number`: (*required*) Get the :ref:`account number ` from the UPS portal." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:178 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:185 msgid ":guilabel:`UPS Client ID`: (*required*) Get the :ref:`Client ID ` from the UPS developer website." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:187 msgid ":guilabel:`UPS Client Secret`: (*required*) Get the :ref:`Client Secret ` key from the UPS developer website." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:189 msgid ":guilabel:`UPS Service Type`: Select from the drop-down menu the type of shipping service." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:190 msgid ":guilabel:`UPS Package Type`: (*required*) Select from the drop-down menu the :doc:`package type <../../product_management/configure/package>` that is supported for the shipping service." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:185 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:192 msgid ":guilabel:`Package Weight Unit`: The unit of measure for the package weight." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:186 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:193 msgid ":guilabel:`Package Size Unit`: The unit of measure for the package dimensions." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:187 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:194 msgid ":guilabel:`Label Format`: Choose the label format shipping labels: :guilabel:`PDF`, :guilabel:`ZPL`, :guilabel:`EPL`, or :guilabel:`SPL`." msgstr "" @@ -13210,23 +13218,23 @@ msgstr "" msgid "Show the \"UPS Configuration\" tab on the Shipping Methods form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:194 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:201 msgid "In the :guilabel:`Options` section, the following features are available:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:196 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:203 msgid ":guilabel:`Bill My Account`: Charge the user's UPS account for shipping in the *eCommerce* app." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:197 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:204 msgid ":guilabel:`Collect on Delivery`: Collect payment from customers for shipping after the shipment is delivered." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:199 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:206 msgid ":guilabel:`Generate Return Label`: Print the return label for the order after the delivery order is validated." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:201 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:208 msgid ":guilabel:`Duties paid by`: Select whether duties or other fees are charged to the :guilabel:`Sender` or :guilabel:`Recipient` of the order." msgstr "" @@ -18672,27 +18680,27 @@ msgid "Manufacturing order costs" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:11 -msgid "The ability to accurately calculate the cost of manufacturing a product is critical when determining product profitability. Odoo's *Manufacturing* app simplifies this calculation by automatically calculating the cost to complete each manufacturing order (MO), as well as the average production cost of a product, based on all completed |MOs|." +msgid "The ability to accurately calculate the cost of manufacturing a product is critical when determining product profitability. Odoo's **Manufacturing** app simplifies this calculation by automatically calculating the cost to complete each manufacturing order (MO), as well as the average production cost of a product, based on all completed |MOs|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:17 -msgid "Odoo's Manufacturing app distinguishes between the *manufacturing order cost* and the *real cost* of an |MO|." +msgid "Odoo's Manufacturing app distinguishes between the *MO cost* and the *real cost* of an |MO|." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:20 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:19 msgid "The |MO| cost represents how much it *should* cost to complete an |MO|, based on the configuration of the product's bill of materials (BoM). This takes into account the cost and quantity of components, as well as the cost of completing the necessary operations." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:24 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:23 msgid "The real cost represents how much it *actually* costs to complete the |MO|. A few factors can cause the real cost to differ from the |MO| cost. For example, an operation may take longer to complete than estimated, a greater component quantity might be needed than was specified on the |BoM|, or the price of components may change during manufacturing." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:30 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:29 msgid "Cost configuration" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:32 -msgid "Odoo computes |MO| costs based on the configuration of the |BoM| used to manufacture a product. This includes the cost and quantity of components and operations listed on the |BoM|, in addition to the operating costs of the work centers where those operations are carried out." +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:31 +msgid "Odoo computes |MO| costs based on the configuration of the |BoM| used to manufacture a product. This calculation includes the cost and quantity of components and operations listed on the |BoM|, in addition to the operating costs of the work centers where those operations are carried out, and the amount paid to each employee who works on an operation." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:37 @@ -18704,106 +18712,118 @@ msgid "Component cost is calculated automatically, based on the average purchase msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:44 -msgid "It is possible to set the cost of a component manually, by clicking the :guilabel:`Cost` field on the component's product form, and entering a value. However, any future |POs| for the component override a value entered manually, resetting the :guilabel:`Cost` field back to an automatically computed value." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:50 -msgid "Work center cost" +msgid "It is possible to set the cost of a component manually, by clicking the :guilabel:`Cost` field on the component's product form and entering a value. However, any future |POs| for the component override a manually entered value, resetting the :guilabel:`Cost` field back to an automatically computed value." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:52 +msgid "Work center cost" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:54 msgid "To set the operating cost for a specific work center, navigate to :menuselection:`Manufacturing app --> Configuration --> Work Centers`, and select a work center." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:55 -msgid "To set the operating cost for the work center, as a whole, enter a value in the :guilabel:`per workcenter` field, located beside the :guilabel:`Cost per hour` section on the work center's :guilabel:`General Information` tab. This operating cost is used regardless of how many employees are working at the work center at any given time." +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:57 +msgid "To set the cost of operating the work center for one hour, enter a value in the :guilabel:`per workcenter` field, located beside the :guilabel:`Cost per hour` section on the work center's :guilabel:`General Information` tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:60 -msgid "To set the operating cost for the work center based on the number of employees working there at a given time, enter a value in the :guilabel:`per employee` field, located beside the :guilabel:`Cost per hour` section on the work center's :guilabel:`General Information` tab. For example, if `25.00` is entered in the :guilabel:`per employee` field, it costs $25.00 per hour for *each* employee working at the work center." +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:61 +msgid "To set the hourly cost of each employee that operates the work center, enter a value in the :guilabel:`per employee` field, located beside the :guilabel:`Cost per hour` section on the work center's :guilabel:`General Information` tab. For example, if `25.00` is entered in the :guilabel:`per employee` field, it costs $25.00 per hour for *each* employee working at the work center." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:66 -msgid "Note that, if values are entered in both the :guilabel:`per workcenter` *and* :guilabel:`per employee` fields, the value in the :guilabel:`per workcenter` field takes precedence, and the value in the :guilabel:`per employee` field is ignored." +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:68 +msgid "The value entered in the :guilabel:`per employee` field is only used to calculate the |MO| cost, which is the estimated cost of completing the |MO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:71 -msgid "It is also possible to set a per hour cost for specific employees, by navigating to the :menuselection:`Employees` app, selecting an employee, clicking the :guilabel:`HR Settings` tab on their employee form, and entering a value in the :guilabel:`Hourly Cost` field." +msgid "The actual cost of completing the |MO| is represented by the real cost. Instead of using the value entered in the :guilabel:`per employee` field, the real cost is calculated using the hourly cost specific to each employee." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:75 -msgid "Just like the *per workcenter* field on a work center form, the :guilabel:`Hourly Cost` field on an employee's form overrides the *per employee* field on a work center form." +msgid "For example, if the :guilabel:`per employee` cost of a work center is '$50.00', and an employee with an hourly cost of '$60.00' completes a work order there, the |MO| cost (estimated) is calculated using the $50/hr cost, while the real cost is calculated using the $60/hr cost." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:78 -msgid "However, the *per workcenter* field takes precedence over both the *per employee* field on the workcenter form *and* the :guilabel:`Hourly Cost` field on the employee form." +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:79 +msgid "See the :ref:`employee cost section ` below for information on how to set the cost for specific employees." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:82 -msgid "|BoM| cost" +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:85 +msgid "Employee cost" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:84 -msgid "Configuring a |BoM| so Odoo can accurately calculate the cost of |MOs| that use it requires two steps. First, components **must** be added, and the required quantity specified. Second, operations **must** be added, along with the work centers where they are carried out." +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:87 +msgid "To set the hourly cost for a specific employee, navigate to the :menuselection:`Employees` app, and select an employee. On the employee's form, select the :guilabel:`Settings` tab, and enter the employee's rate in the :guilabel:`Hourly Cost` field of the :guilabel:`Application Settings` section." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:88 -msgid "Begin by navigating to :menuselection:`Manufacturing app --> Products --> Bills of Materials`. Select a |BoM|, or create a new one by clicking :guilabel:`New`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:91 -msgid "In the :guilabel:`Components` tab of the |BoM| form, add each component by clicking :guilabel:`Add a line`, selecting the component from the drop-down menu in the :guilabel:`Component` column, and entering the quantity in the :guilabel:`Quantity` column." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:95 -msgid "In the :guilabel:`Operations` tab, add an operation by clicking :guilabel:`Add a line` to open the :guilabel:`Create Operations` pop-up window. Enter a title for the operation in the :guilabel:`Operation` field." +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:93 +msgid "As detailed in the :ref:`work center cost section ` above, the value entered in the :guilabel:`Hourly Cost` field on the employee's form is used to calculate the real cost of an |MO|. The estimated cost of an |MO|, referred to as the |MO| cost, uses the per employee cost set on each work center's form." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:99 +msgid "|BoM| configuration" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:101 +msgid "Configuring a |BoM| so Odoo can accurately calculate the cost of |MOs| that use it requires two steps. First, components **must** be added, and the required quantity specified. Second, operations **must** be added, along with the work centers where they are carried out." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:105 +msgid "Begin by navigating to :menuselection:`Manufacturing app --> Products --> Bills of Materials`. Select a |BoM|, or create a new one by clicking :guilabel:`New`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:108 +msgid "In the :guilabel:`Components` tab of the |BoM| form, add each component by clicking :guilabel:`Add a line`, selecting the component from the drop-down menu in the :guilabel:`Component` column, and entering the quantity in the :guilabel:`Quantity` column." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:112 +msgid "In the :guilabel:`Operations` tab, add an operation by clicking :guilabel:`Add a line` to open the :guilabel:`Create Operations` pop-up window. Enter a title for the operation in the :guilabel:`Operation` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:116 msgid "Select the :guilabel:`Work Center` where the operation is carried out. Then, add a :guilabel:`Default Duration`, which is the estimated amount of time the operation takes to complete." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:102 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:119 msgid "By default, the :guilabel:`Duration Computation` field is set to :guilabel:`Set duration manually`, which means that the number entered in :guilabel:`Default Duration` field is always used as the expected duration of the operation." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:106 -msgid "Selecting :guilabel:`Compute based on tracked time` causes Odoo to automatically compute the default duration based on a certain number of work orders, which is set in the :guilabel:`Based on` field. Before there are work orders to compute this duration, the value in the :guilabel:`Default Duration` field is used instead." +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:123 +msgid "Selecting :guilabel:`Compute based on tracked time` causes Odoo to automatically compute the :guilabel:`Default Duration` based on a certain number of work orders, which is set in the :guilabel:`Based on` field. Before there are work orders to compute this duration, the value in the :guilabel:`Default Duration` field is used instead." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:111 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:128 msgid "The hourly cost of operating the work center, and the duration of the operation, are used to calculate the operation's cost." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:114 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:131 msgid "Finally, click :guilabel:`Save & Close` to add the operation to the |BoM|, and close the :guilabel:`Create Operations` pop-up window. Alternatively, click :guilabel:`Save & New` to add the operation to the |BoM|, and open a blank :guilabel:`Create Operations` pop-up window to add another operation." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:120 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:137 msgid "For a full overview of |BoM| configuration, see the documentation on :doc:`bills of materials `." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:124 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:141 msgid "|MO| overview" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:126 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:143 msgid "Each |MO| has an *overview* page, which lists a variety of information about the |MO|, including |MO| cost and real cost. To view the overview for an |MO|, navigate to :menuselection:`Manufacturing app --> Operations --> Manufacturing Orders`, and select an |MO|. Then, click the :icon:`fa-bars` :guilabel:`Overview` smart button at the top of the |MO|." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:131 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:148 msgid "Both the |MO| cost and real cost take into account the cost and quantity of components, as well as the cost of completing each work order. The overview page lists a row for each of these values, with the sum of them listed at the bottom of the :guilabel:`MO Cost` and :guilabel:`Real Cost` columns." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:135 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:152 msgid "Before work begins on an |MO|, the :guilabel:`MO Cost` and :guilabel:`Real Cost` columns display the same costs. This is the *estimated* cost of completing the |MO|." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:138 -msgid "However, once work commences, the values in the :guilabel:`Real Cost` column may begin to diverge from the values in the :guilabel:`MO Cost` column. This happens if a different component quantity is used than was listed on the |MO|, or if the duration of a work order is different than expected." +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:155 +msgid "However, once work commences, the values in the :guilabel:`Real Cost` column may begin to diverge from the values in the :guilabel:`MO Cost` column. This happens if a different component quantity is used than was listed on the |MO|, the duration of a work order is different than expected, or the hourly cost of the employee performing a work order differs from the employee cost set on the work center." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:142 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:161 msgid "Once the |MO| has been completed by clicking :guilabel:`Produce All`, the values in the :guilabel:`MO Cost` column update to match those displayed in the :guilabel:`Real Cost` column." msgstr "" @@ -18811,71 +18831,71 @@ msgstr "" msgid "The MO Overview page." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:150 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:169 msgid "Average manufacturing cost" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:152 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:171 msgid "In addition to the cost of each individual |MO| for a product, Odoo also tracks the average cost of manufacturing the product, taking into account the cost of every completed |MO|. To view this, navigate to :menuselection:`Inventory app --> Products --> Products`, and select a product." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:156 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:175 msgid "The manufacturing cost of the product is displayed per unit of measure in the :guilabel:`Cost` field, located in the :guilabel:`General Information` tab. The value continues to update as the costs of additional |MOs| are factored into the average cost." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:160 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:179 msgid "To the right of the :guilabel:`Cost` field is a :guilabel:`Compute Price from BoM` button, which only appears for products with at least one |BoM|. Click this button to reset the cost of the product to the expected cost, which only takes into account the components and operations listed on the |BoM|." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:167 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:186 msgid "Be aware that clicking :guilabel:`Compute Price from BoM` does not set the price permanently. The cost continues to update based on the average of the |BoM| price and the real cost of any future |MOs|." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:171 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:190 msgid "Example workflow: manufacturing cost" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:174 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:193 msgid "Golf product manufacturer *Fairway Fields* produces a variety of golf products, including an indoor *putting green*. They have configured a |BoM| for the putting green, so Odoo automatically calculates the manufacturing cost of each putting green |MO|." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:178 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:197 msgid "The |BoM| lists two components:" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:180 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:199 msgid "One unit of *green felt*, which costs $20.00." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:181 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:200 msgid "One unit of a *rubber pad*, which costs $30.00." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:183 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:202 msgid "The |BoM| also lists four operations, all of which are carried out at *Assembly Station 1*, which has an hourly operating cost of $30.00. Those operations are as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:186 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:205 msgid "*Cut felt*: default duration of seven minutes, for a total cost of $3.50." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:187 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:206 msgid "*Cut rubber pad*: default duration of five minutes, for a total cost of $2.50." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:188 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:207 msgid "*Attach pad to felt*: default duration of 15 minutes, for a total cost of $7.50." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:189 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:208 msgid "*Cut holes*: default duration of three minutes, for a total cost of $1.50." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:191 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:210 msgid "Altogether, the components required to produce one putting green cost $50.00, and the operations required cost $15.00, for a total manufacturing cost of $65.00. This cost is reflected in the :guilabel:`Cost` field on the putting green's product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:195 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:214 msgid "Fairway Fields confirms an |MO| for one putting green. Before manufacturing starts, the |MO| overview lists a cost of `$65.00` in both the :guilabel:`MO Cost` and :guilabel:`Real Cost` fields." msgstr "" @@ -18883,7 +18903,7 @@ msgstr "" msgid "The MO Overview page for one putting green, before production starts." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:203 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:222 msgid "Manufacturing begins, and the operations take ten minutes longer than expected, for a total manufacturing time of 40 minutes. This deviation from the |BoM| is reflected on the |MO| overview, which now lists a :guilabel:`Real Cost` of `$70.00`." msgstr "" @@ -18891,11 +18911,11 @@ msgstr "" msgid "The MO Overview page for one putting green, during production." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:211 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:230 msgid "Once manufacturing is finished, and the |MO| is marked as *Done*, the |MO| overview updates again, so the values in the :guilabel:`MO Cost` and :guilabel:`Real Cost` columns match, each displaying a value of `$70.00`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:215 +#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:234 msgid "On the putting green's product page, the :guilabel:`Cost` field now displays a cost of `$67.50`, the average of the original cost of $65.00 and the real cost of $70.00 from the |MO|." msgstr "" @@ -26804,114 +26824,130 @@ msgid "When creating a new |QCP|, at least one operation must be listed in the : msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:42 -msgid "If the :guilabel:`Manufacturing` operation is selected in the :guilabel:`Operations` field, a new field appears below it, titled :guilabel:`Work Order Operation`. From this field, select a specific work order to generate quality checks for that operation, rather than the manufacturing operation in general." +msgid "If the :guilabel:`Manufacturing` operation is selected in the :guilabel:`Operations` field, a new field appears below it, titled :guilabel:`Work Order Operation`. From this field, select a specific work order to generate quality checks for that operation, rather than the manufacturing operation, in general." msgstr "" -#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:47 -msgid "For example, a |QCP| could be configured to create quality checks for the `Assembly` work order of the `Coffee Table` product. Then, if a new |MO| is confirmed for a `Coffee Table`, the |QCP| creates a quality check specifically for the `Assembly` operation." +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:48 +msgid "A |QCP| could be configured to create quality checks for the `Assembly` work order of the `Coffee Table` product. Then, if a new |MO| is confirmed for a `Coffee Table`, the |QCP| creates a quality check specifically for the `Assembly` operation." msgstr "" -#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:51 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:52 msgid "The :guilabel:`Control Per` field is set to one of three options that determine *when* a new quality check is created:" msgstr "" -#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:54 -msgid ":guilabel:`Operation`: one check is requested for the specified operation, as a whole." -msgstr "" - #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:55 -msgid ":guilabel:`Product`: one check is requested for each *unique* product included in the specified operation. For example, a delivery operation for one table and four chairs would generate two checks, since two *unique* products are included in the operation." +msgid ":guilabel:`Operation`: One check is requested for the specified operation, as a whole." msgstr "" -#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:58 -msgid ":guilabel:`Quantity`: a check is requested for a certain percentage of items within the specified operation. This percentage is set by enabling the :guilabel:`Partial Transfer Test` checkbox, and then entering a numerical value in the :guilabel:`Percentage` field that appears below. If the checkbox is not enabled, one quality check is created for the full quantity." +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:56 +msgid ":guilabel:`Product`: One check is requested for each *unique* product included in the specified operation. For example, a delivery operation for one table and four chairs would generate two checks, since two *unique* products are included in the operation." msgstr "" -#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:63 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:59 +msgid ":guilabel:`Quantity`: A check is requested for a certain percentage of items within the specified operation. This percentage is set by enabling the :guilabel:`Partial Transfer Test` checkbox, and then entering a numerical value in the :guilabel:`Percentage` field that appears below. If the checkbox is not enabled, one quality check is created for the full quantity." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:64 msgid "The :guilabel:`Control Frequency` field is set to one of three options that determine *how often* a new quality check is created:" msgstr "" -#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:66 -msgid ":guilabel:`All`: a quality check is requested every time the conditions of the |QCP| are met." -msgstr "" - #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:67 -msgid ":guilabel:`Randomly`: a quality check is randomly requested for a certain percentage of operations, which can be specified in the :guilabel:`Every #% of Transfers` field that appears below." +msgid ":guilabel:`All`: A quality check is requested every time the conditions of the |QCP| are met." msgstr "" -#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:70 -msgid ":guilabel:`Periodically`: a quality check is requested once every set period of time, which is specified by entering a numerical value in the field below, and choosing either :guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months` as the desired time interval." +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:68 +msgid ":guilabel:`Randomly`: A quality check is randomly requested for a certain percentage of operations, which can be specified in the :guilabel:`Every #% of Operations` field that appears below." msgstr "" -#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:74 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:71 +msgid ":guilabel:`Periodically`: A quality check is requested once every set period of time, which is specified by entering a numerical value in the field below, and choosing either :guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months` as the desired time interval." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:75 msgid "In the :guilabel:`Type` field, specify the type of quality check that should be performed. The method for processing quality checks created by the |QCP| depends upon the type of quality check selected:" msgstr "" -#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:78 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:79 msgid ":guilabel:`Instructions` checks provide specific instructions for how to complete the quality check." msgstr "" -#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:80 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:81 msgid ":guilabel:`Take a Picture` checks require a picture of the product be uploaded for later review by the assigned quality team." msgstr "" -#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:82 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:83 msgid ":guilabel:`Register Production` checks prompt manufacturing employees to confirm the quantity of the product that was produced during the manufacturing operation." msgstr "" -#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:84 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:85 msgid ":guilabel:`Pass - Fail` checks specify a criterion that products must meet for the check to pass." msgstr "" -#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:85 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:86 msgid ":guilabel:`Measure` checks prompt employees to record a measurement of the product that must be within a tolerance of a norm value for the check to pass." msgstr "" -#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:87 -msgid ":guilabel:`Worksheet` checks provide an interactive worksheet that must be filled out by the employee processing the check." +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:88 +msgid ":guilabel:`Worksheet` checks require the employee processing the check to fill out an interactive worksheet." msgstr "" -#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:91 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:90 +msgid ":guilabel:`Spreadsheet` checks require the employee processing the check to fill out an interactive spreadsheet." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:94 msgid "An *Instructions* check is the same as a step on a work order for an MO." msgstr "" -#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:93 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:96 msgid "When a step is added to a work order, Odoo stores it in the Quality app as a |QCP|. It is possible to manually create a |QCP| with the *Instructions* check type, and even assign it to an operation other than manufacturing, like receipts." msgstr "" -#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:97 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:100 msgid "However, when creating a control point specifically for quality control purposes, using a different check type is probably more effective." msgstr "" -#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:100 -msgid "In the :guilabel:`Team` field, specify the quality team that is responsible for managing the |QCP|, and the quality checks it creates. If a specific quality team member is responsible for the |QCP|, select them in the :guilabel:`Responsible` field." -msgstr "" - #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:104 -msgid "The :guilabel:`Step Document` field has two options that specify the location of an instructional document detailing how to complete the quality checks created by the |QCP|." +msgid "When creating a |QCP| with the :guilabel:`Worksheet` or :guilabel:`Spreadsheet` check types, it is necessary to specify a *Quality Worksheet Template* or *Quality Spreadsheet Template* in the :guilabel:`Template` field that appears below the :guilabel:`Type` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:107 -msgid "Select :guilabel:`Specific Page of Operation Worksheet` if the document is included with the instructional worksheet for the work order, then enter the page number in the :guilabel:`Worksheet Page` field that appears below." +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:108 +msgid "The selected template is duplicated for each quality check created by the |QCP|, and **must** be filled out to complete the quality check." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:111 -msgid "Select :guilabel:`Custom` if the document should be included in the :guilabel:`Instructions` tab at the bottom of the |QCP|." +msgid "To create a new template, navigate to :menuselection:`Quality app --> Configuration --> Quality Worksheet/Spreadsheet Templates`, and click :guilabel:`New`." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:114 +msgid "In the :guilabel:`Team` field, specify the quality team that is responsible for managing the |QCP|, and the quality checks it creates. If a specific quality team member is responsible for the |QCP|, select them in the :guilabel:`Responsible` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:118 +msgid "The :guilabel:`Step Document` field has two options that specify the location of an instructional document detailing how to complete the quality checks created by the |QCP|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:121 +msgid "Select :guilabel:`Specific Page of Operation Worksheet` if the document is included with the instructional worksheet for the work order, then enter the page number in the :guilabel:`Worksheet Page` field that appears below." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:125 +msgid "Select :guilabel:`Custom` if the document should be included in the :guilabel:`Instructions` tab at the bottom of the |QCP|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:128 msgid "In the :guilabel:`Instructions` tab at the bottom of the form, enter instructions for how to complete the quality checks created by the |QCP|." msgstr "" -#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:117 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:131 msgid "If the :guilabel:`Custom` option was selected in the :guilabel:`Step Document` field above, a document can be attached in this tab. To do so, either select the :guilabel:`Upload your file` button to open the device's file manager, and then select a file, or add a link to a Google Slides document in the :guilabel:`Google Slide Link` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:122 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:136 msgid "In the :guilabel:`Message If Failure` tab, include instructions for what to do if the quality check fails. For example, instruct the employee processing the quality check to create a :doc:`quality alert `." msgstr "" -#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:126 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:140 msgid "The :guilabel:`Notes` tab is used to provide additional information about the |QCP|, like the reason it was created. The information entered in this tab is **not** shown to employees processing the quality checks created by the |QCP|." msgstr "" diff --git a/locale/sources/productivity.pot b/locale/sources/productivity.pot index f086ae903..c8438a3b2 100644 --- a/locale/sources/productivity.pot +++ b/locale/sources/productivity.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-11-05 09:20+0000\n" +"POT-Creation-Date: 2024-12-02 16:24+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/canned_responses.rst:3 msgid "Canned responses" msgstr "" @@ -3182,16 +3343,6 @@ 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 "" @@ -10505,7 +10656,7 @@ msgid "Introduction" msgstr "" #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:8 -msgid "Odoo VoIP (Voice over Internet Protocol) can be set up to work together with `Axivox `_. In that case, an Asterisk server is **not** necessary, as the infrastructure is hosted and managed by Axivox." +msgid "Odoo VoIP (Voice over Internet Protocol) can be set up to work together with `Axivox `_. In that case, a VoIP server is **not** necessary, as the infrastructure is hosted and managed by Axivox." msgstr "" #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:12 @@ -10517,7 +10668,7 @@ msgid "To configure Axivox in Odoo, go to the :menuselection:`Apps` application, msgstr "" #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:22 -msgid "Next, go to :menuselection:`Settings app --> General Settings --> Integrations section`, and fill out the :guilabel:`Asterisk (VoIP)` field:" +msgid "Next, go to :menuselection:`Settings app --> General Settings --> Integrations section`, and fill out the :guilabel:`VoIP` field:" msgstr "" #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:25 @@ -13078,7 +13229,7 @@ msgid "Odoo VoIP setting" msgstr "" #: ../../content/applications/productivity/voip/onsip.rst:48 -msgid "After installing the *VOIP OnSIP* module, go to the :menuselection:`Settings app`, scroll down to the :guilabel:`Integrations` section, and locate the :guilabel:`Asterisk (VoIP)` fields. Then, proceed to fill in those three fields with the following information:" +msgid "After installing the *VOIP OnSIP* module, go to the :menuselection:`Settings app`, scroll down to the :guilabel:`Integrations` section, and locate the :guilabel:`VoIP` fields. Then, proceed to fill in those three fields with the following information:" msgstr "" #: ../../content/applications/productivity/voip/onsip.rst:52 diff --git a/locale/sources/sales.pot b/locale/sources/sales.pot index 6d475e6e1..d28fb1131 100644 --- a/locale/sources/sales.pot +++ b/locale/sources/sales.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-11-05 09:20+0000\n" +"POT-Creation-Date: 2024-12-02 16:24+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -62,7 +62,7 @@ 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/viva_wallet.rst:13 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:16 @@ -5443,7 +5443,7 @@ 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 @@ -6361,7 +6361,7 @@ 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/viva_wallet.rst:81 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:72 @@ -6666,38 +6666,34 @@ 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 "" @@ -6705,7 +6701,7 @@ 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 "" @@ -6713,7 +6709,7 @@ 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 "" @@ -14049,7 +14045,7 @@ msgid "Then, whenever that specific quotation template is used in a quote, an ex msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:56 -#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:230 +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:274 msgid ":doc:`/applications/sales/sales/send_quotations/quote_template`" msgstr "" @@ -14568,7 +14564,7 @@ msgid "The *PDF Quote Builder* in Odoo *Sales* provides the opportunity to send msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:9 -msgid "The PDF Quote Builder groups header pages, product descriptions, the price(s), and footer pages to create a detailed quote. It can also inject dynamic texts in the PDF to personalize the offer for the customer." +msgid "The PDF Quote Builder groups header pages, product descriptions, the price(s), and footer pages to create a detailed quote. It can also inject dynamic texts or custom notes in the PDF to personalize the offer for the customer." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:13 @@ -14591,135 +14587,159 @@ msgstr "" msgid "To do that, navigate to :menuselection:`Sales app --> Configuration --> Settings`. Then, on the :guilabel:`Settings` page, scroll to the :guilabel:`Quotations & Orders` section, and locate the :guilabel:`PDF Quote builder` feature." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:-1 -msgid "The PDF Quote Builder feature located on the Settings page of the Sales application." +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:34 +msgid "Add PDF as Header/Footer" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:37 -msgid "Here, custom :guilabel:`Header pages` and :guilabel:`Footer pages` can be uploaded. To upload either, click the :guilabel:`Upload your file` button, or the :guilabel:`✏️ (pencil)` icon to the right of the desired field, and proceed to locate, select, and upload the desired PDF file." +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:36 +msgid "In Odoo *Sales*, it's possible to add a custom PDF that can be used either as a header or a footer. When the PDF quote builder is activated in a quotation, you can then select as many headers and footers as you wish to use, these PDF will then also be inserted in the final PDF." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:42 -msgid "Headers and footers can also be added directly in a quotation template, so it's possible to have different variations per template." +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:40 +msgid "To add a custom PDF as header or footer, start by navigating to :menuselection:`Sales app --> Configuration --> Headers/Footers`. From this page, either click :guilabel:`New` or :guilabel:`Upload`." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:45 -msgid "Clicking the :guilabel:`🗑️ (trash)` icon deletes the current PDF file and replaces the blank field with an :guilabel:`Upload your file` button." +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:44 +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:173 +msgid "Clicking :guilabel:`Upload` instantly provides the opportunity to upload the desired document. Then, the document can be further configured on the document card, or by clicking the three dots icon in the top right corner of the document card, and then clicking :guilabel:`Edit`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:48 -msgid "Once the desired PDF file(s) are uploaded in the appropriate fields in the :guilabel:`PDF Quote builder` section of the *Sales* :guilabel:`Settings` page, be sure to click :guilabel:`Save`." +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:177 +msgid "Clicking :guilabel:`New` reveals a blank documents form, in which the desired PDF can be uploaded via the :guilabel:`Upload your file` button on the form, located in the :guilabel:`File Content` field." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:51 -msgid "The files uploaded here will be the default PDF used for all quotes." +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:52 +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:185 +msgid "Various information and configurations related to the uploaded document can be modified here." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:54 -msgid "Values set in the PDF Quote Builder settings are company-specific." +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:187 +msgid "The first field on the documents form is for the :guilabel:`Name` of the document, and it is grayed-out (not clickable) until a document is uploaded. Once a PDF has been uploaded, the :guilabel:`Name` field is auto-populated with the name of the PDF, and it can then be edited." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:57 -msgid "Dynamic text in PDFs" -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:59 -msgid "While creating custom PDFs for quotes, use *dynamic text* for Odoo to auto-fill the PDF content with information related to the quote from the Odoo database, like names, prices, etc." +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:58 +msgid "Then, in the :guilabel:`Document Type` field, click the drop-down menu, and select either: :guilabel:`Header`, or :guilabel:`Footer` to define whether these files would be selectable to be at the beginning or at the end of your quote." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:62 -msgid "Dynamic text values are form components (text inputs) that can be added in a PDF file, and Odoo automatically fills those values in with information related to the quote." +msgid "Under this, in the :guilabel:`Quotation Templates` section, you can restrict this PDF to some quotation templates only." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:66 -msgid "Dynamic text values" -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:68 -msgid "Below are common dynamic text values used in custom PDFs, and what they represent:" +msgid "Alternatively, you can also navigate to :menuselection:`Sales app --> Configuration --> Quotation Templates`, select a template and directly :guilabel:`Add` or :guilabel:`Upload` a PDF to it in the :guilabel:`Quote Builder` tab." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:70 -msgid ":guilabel:`name`: Sales Order Reference" -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:71 -msgid ":guilabel:`partner_id__name`: Customer Name" -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:72 -msgid ":guilabel:`user_id__name`: Salesperson Name" -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:73 -msgid ":guilabel:`amount_untaxed`: Untaxed Amount" +msgid "Lastly, beside the :guilabel:`File Content` field, you have the possibility to :guilabel:`Configure dynamic fields`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:74 -msgid ":guilabel:`amount_total`: Total Amount" -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:75 -msgid ":guilabel:`delivery_date`: Delivery Date" +msgid "Dynamic text in PDFs" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:76 -msgid ":guilabel:`validity_date`: Expiration Date" +msgid "While creating custom PDFs for quotes, use *dynamic text* for Odoo to auto-fill the PDF content with information related to the quote from the Odoo database, like names, prices, etc." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:77 -msgid ":guilabel:`client_order_ref`: Customer Reference" +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:79 +msgid "Dynamic text values are form components (text inputs) that can be added in a PDF file, and Odoo automatically fills those values in with information related to the quote." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:80 -msgid "Double underscore notation for :guilabel:`partner_id__name` and :guilabel:`user_id__name` values are used in place of the typically used `.` symbol because the library currently does not support the `.` symbol." +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:83 +msgid "Dynamic text values" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:84 -msgid "Product-specific dynamic text values are as follows:" -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:86 -msgid ":guilabel:`description`: Product Description" -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:87 -msgid ":guilabel:`quantity`: Quantity" +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:85 +msgid "Below are common dynamic text values used in custom PDFs that are already mapped to the correct fields, and what they represent." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:88 -msgid ":guilabel:`uom`: Unit of Measure (UoM)" -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:89 -msgid ":guilabel:`price_unit`: Price Unit" +msgid "For headers and footers PDF:" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:90 -msgid ":guilabel:`discount`: Discount" +msgid ":guilabel:`name`: Sales Order Reference" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:91 -msgid ":guilabel:`product_sale_price`: Product List Price" +msgid ":guilabel:`partner_id__name`: Customer Name" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:92 -msgid ":guilabel:`taxes`: Taxes name joined by a comma (`,`)" +msgid ":guilabel:`user_id__name`: Salesperson Name" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:93 -msgid ":guilabel:`tax_excl_price`: Tax Excluded Price" +msgid ":guilabel:`amount_untaxed`: Untaxed Amount" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:94 -msgid ":guilabel:`tax_incl_price`: Tax Included Price" +msgid ":guilabel:`amount_total`: Total Amount" +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:95 +msgid ":guilabel:`delivery_date`: Delivery Date" +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:96 +msgid ":guilabel:`validity_date`: Expiration Date" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:97 +msgid ":guilabel:`client_order_ref`: Customer Reference" +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:100 +msgid "For product PDF:" +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:102 +msgid ":guilabel:`description`: Product Description" +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:103 +msgid ":guilabel:`quantity`: Quantity" +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:104 +msgid ":guilabel:`uom`: Unit of Measure (UoM)" +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:105 +msgid ":guilabel:`price_unit`: Price Unit" +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:106 +msgid ":guilabel:`discount`: Discount" +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:107 +msgid ":guilabel:`product_sale_price`: Product List Price" +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:108 +msgid ":guilabel:`taxes`: Taxes name joined by a comma (`,`)" +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:109 +msgid ":guilabel:`tax_excl_price`: Tax Excluded Price" +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:110 +msgid ":guilabel:`tax_incl_price`: Tax Included Price" +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:112 +msgid "After uploading a PDF, you can then :guilabel:`Configure dynamic fields`. This will allow you to map any field name found in your PDF to the field you want to show by writing down any existing path. Headers and footers starts from the current :guilabel:`sale_order` model, whereas product document follows their path from their :guilabel:`sale_order_line`. Leaving that path empty allows you to fill a custom notes, directly from the specific quote that requires it." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:120 msgid "When a PDF is built, it's best practice to use common dynamic text values (:guilabel:`name` and :guilabel:`partner_id_name`). When uploaded into the database, Odoo auto-populates those fields with the information from their respective fields." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:101 +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:124 msgid "In this case, Odoo would auto-populate the Sales Order Reference in the :guilabel:`name` dynamic text field, and the Customer Name in the :guilabel:`partner_id_name` field." msgstr "" @@ -14727,39 +14747,39 @@ msgstr "" msgid "PDF quote being built using common dynamic placeholders." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:108 -msgid "Once the PDF file(s) are complete, save them to the computer's hard drive, and proceed to upload them to Odoo via :menuselection:`Sales app --> Configuration --> Settings --> PDF Quote builder`." +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:131 +msgid "Once the PDF file(s) are complete, save them to the computer's hard drive, and proceed to upload them to Odoo via :menuselection:`Sales app --> Configuration --> Headers/Footers`." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:111 -msgid "Upload the created PDF in the :guilabel:`Header pages` or :guilabel:`Footer pages` field." +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:135 +msgid "When uploading PDF containing the form field :guilabel:`invoice_partner_country`, which is an information available in the sales order, configure the :guilabel:`path` of the :guilabel:`Form Field Name` to: - :guilabel:`partner_invoice_id.country_id.name` for a header or footer document - :guilabel:`order_id.partner_invoice_id.country_id.name` for a product document fills the form with the invoice partner country's name when the PDF is built." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:113 -msgid "Once the upload(s) are complete, click :guilabel:`Save`." +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:143 +msgid "When uploading any PDF containing the form field :guilabel:`custom_note`, leaving the :guilabel:`path` empty allows the seller to write down any note where that form field is in that document and shown when the PDF is built." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:116 +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:148 msgid "Add PDF to product" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:118 +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:150 msgid "In Odoo *Sales*, it's also possible to add a custom PDF to a product form. When a PDF is added to a product, and that product is used in a quotation, that PDF is also inserted in the final PDF." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:121 +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:153 msgid "To add a custom PDF to a product, start by navigating to :menuselection:`Sales app --> Products --> Products`, and select the desired product to which a custom PDF should be added." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:125 +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:157 msgid "A document could also be added to a product variant, instead of a product. If there are documents on a product *and* on its variant, **only** the documents in the variant are shown." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:128 +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:160 msgid "To add a custom document to a product variant, navigate to :menuselection:`Sales app --> Products --> Product Variants`. Select the desired variant, click the :guilabel:`Documents` smart button, and proceed to upload the custom document(s) to the specific product variant." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:132 +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:164 msgid "On the product page, click the :guilabel:`Documents` smart button at the top of the page." msgstr "" @@ -14767,31 +14787,15 @@ msgstr "" msgid "The Documents smart button on a product form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:138 +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:170 msgid "Doing so reveals a separate :guilabel:`Documents` page for that product, wherein files related to that product can be uploaded. From this page, either click :guilabel:`New` or :guilabel:`Upload`." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:141 -msgid "Clicking :guilabel:`Upload` instantly provides the opportunity to upload the desired document. Then, the document can be further configured on the document card, or by clicking the three dots icon in the top right corner of the document card, and then clicking :guilabel:`Edit`." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:145 -msgid "Clicking :guilabel:`New` reveals a blank documents form, in which the desired PDF can be uploaded via the :guilabel:`Upload your file` button on the form, located in the :guilabel:`File Content` field." -msgstr "" - #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:-1 msgid "A standard document form with various fields for a specific product in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:153 -msgid "Various information and configurations related to the uploaded document can be modified here." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:155 -msgid "The first field on the documents form is for the :guilabel:`Name` of the document, and it is grayed-out (not clickable) until a document is uploaded. Once a PDF has been uploaded, the :guilabel:`Name` field is auto-populated with the name of the PDF, and it can then be edited." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:159 +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:191 msgid "Prior to uploading a document, there's the option to designate whether the document is a :guilabel:`File` or :guilabel:`URL` from the :guilabel:`Type` drop-down field menu." msgstr "" @@ -14799,27 +14803,27 @@ msgstr "" msgid "A standard document form with an uploaded pdf in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:167 +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:199 msgid "If a PDF is uploaded, the :guilabel:`Type` field is auto-populated to :guilabel:`File`, and it cannot be modified." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:170 +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:202 msgid "Then, in the :guilabel:`Sales` section, in the :guilabel:`Visible at` field, click the drop-down menu, and select either: :guilabel:`Quotation`, :guilabel:`Confirmed order`, or :guilabel:`Inside quote`." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:174 +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:206 msgid ":guilabel:`Quotation`: the document is sent to (and accessible by) customers at any time." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:176 +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:208 msgid ":guilabel:`Confirmed order`: the document is sent to customers upon the confirmation of an order. This is best for user manuals and other supplemental documents." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:179 +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:211 msgid ":guilabel:`Inside quote`: the document is included in the PDF of the quotation, between the header pages and the :guilabel:`Pricing` section of the quote." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:183 +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:215 msgid "When the :guilabel:`Inside quote` option for the :guilabel:`Visible at` field is chosen, and the custom PDF file, `Sample Builder.pdf` is uploaded, the PDF is visible on the quotation the in the *customer portal* under the :guilabel:`Documents` field." msgstr "" @@ -14827,15 +14831,19 @@ msgstr "" msgid "Sample of an uploaded pdf with the inside quote option chosen in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:191 +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:223 +msgid "Beside the :guilabel:`File Content` field, you have the possibility to :guilabel:`Configure dynamic fields`. When doing so, remember that the starting model is the :guilabel:`sale_order_line`, unlike for headers and footers that start from the :guilabel:`sale_order`." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:228 msgid "Lastly, in the :guilabel:`E-Commerce` section, decide whether or not to :guilabel:`Show on product page` on the front-end (in the online store)." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:195 +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:232 msgid "When the :guilabel:`Show on product page` option is enabled, a link to the uploaded document, `Sample Builder.pdf`, appears on the product's page, located on the frontend in the online store." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:198 +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:235 msgid "It appears beneath a :guilabel:`Documents` heading, with a link showcasing the name of the uploaded document." msgstr "" @@ -14843,15 +14851,23 @@ msgstr "" msgid "Showing a link to an uploaded document on a product page using Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:206 +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:243 msgid "PDF quote" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:208 +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:245 +msgid "On a :guilabel:`Sales Order`, in the :guilabel:`Quote Builder` tab, select any document you want to be merged within the final PDF. If this document has custom fields, you'll then be able to write same notes to fill the PDF." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:249 +msgid "You can add as many headers, product documents and footers you want to customize your quote to the needs of your customers." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:252 msgid "Once a quote with a pre-configured PDF has been confirmed, Odoo provides the option to print the confirmed quote to check for errors, or to keep for records." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:211 +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:255 msgid "To print the PDF quote, navigate to the confirmed quote, and click the :guilabel:`⚙️ (gear)` icon to reveal a drop-down menu. From this drop-down menu, select :guilabel:`Print`, then select :guilabel:`PDF Quote`." msgstr "" @@ -14859,11 +14875,11 @@ msgstr "" msgid "Print pdf quote option on drop-down menu located on confirmed sales order in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:219 +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:263 msgid "Doing so instantly downloads the PDF quote. When opened, the PDF quote, along with the configured product PDF that was set to be visible inside the quote, can be viewed and printed." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:223 +#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:267 msgid "Download these :download:`PDF quote builder examples ` or download :download:`sample quotation ` for added reference." msgstr "" diff --git a/locale/sources/websites.pot b/locale/sources/websites.pot index c0598526e..ca7a8418e 100644 --- a/locale/sources/websites.pot +++ b/locale/sources/websites.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-11-05 09:20+0000\n" +"POT-Creation-Date: 2024-12-02 16:24+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