[FW][IMP] accounting: add a warning about invoices in USD in Mexico

Mexican companies very commonly issue invoices in USD, to be fulfiled
in MXN, at the official exchange rate defined by the Banco de Mexico
on the day of payment.

(Presumably, this is to insure against the volatility of the Mexican
peso.)

Odoo supports this workflow, but only if the payment is registered
directly on the invoice using the 'Register Payment' button.

If the payment is created separately, and then reconciled manually
with the invoice, a whole host of problems occur:
- the payment typically can't be reconciled fully with the invoice,
  (even though that can usually be solved by manually creating
  an exchange move)
- but more problematically, the amounts on the payment CFDI will
  be wrong, and even manually creating an exchange move won't solve
  that.

So, we absolutely need to warn users not to try to do that.

(We've been encountering lots of tickets lately in the tech-support
pipe because of users who tried this and then wonder why it doesn't
work.)

This is currently an issue in 14.0, 15.0 and master.

closes odoo/documentation#1917

Forward-port-of: odoo/documentation#1728
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
This commit is contained in:
Antoine Dupuis (andu) 2022-03-18 16:52:33 +00:00
parent cee726d01d
commit eee614be25

View File

@ -555,6 +555,14 @@ be *In Payment* since the payment will be effectively validated when it is bank
associated with the invoice, it must be valid so that the stamped payment complement can be
created.
.. warning::
- When making a payment in MXN for an invoice in USD, the payment must be created using the
:guilabel:`Register Payment` button **on the invoice view** and not separately as a payment.
Otherwise, the payment CFDI is not correctly generated.
- As such, a payment in MXN cannot be used to pay multiple invoices in USD. Rather, the payment
should be separated into multiple payments created using the :guilabel:`Register Payment`
button on the corresponding invoices.
Register PUE Payments
~~~~~~~~~~~~~~~~~~~~~