[ADD] l10n: saudi arabia e-invoicing
task-3422500 closes odoo/documentation#5117 Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
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@ -113,7 +113,7 @@ available on Odoo.
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- Poland - Accounting
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- Portugal - Accounting
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- Romania - Accounting
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- Saudi Arabia - Accounting
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- :doc:`Saudi Arabia - Accounting <fiscal_localizations/saudi_arabia>`
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- Singapore - Accounting
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- Slovak - Accounting
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- Slovenian - Accounting
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@ -152,6 +152,7 @@ available on Odoo.
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fiscal_localizations/mexico
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fiscal_localizations/netherlands
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fiscal_localizations/peru
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fiscal_localizations/saudi_arabia
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fiscal_localizations/spain
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fiscal_localizations/switzerland
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fiscal_localizations/united_arab_emirates
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@ -0,0 +1,148 @@
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============
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Saudi Arabia
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============
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Configuration
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=============
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:ref:`Install <general/install>` the following modules to get all the features of the Saudi Arabian
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localization:
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.. list-table::
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:header-rows: 1
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:stub-columns: 1
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* - Name
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- Technical name
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- Description
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* - Saudi Arabia - Accounting
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- `l10n_sa`
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- Default :ref:`fiscal localization package <fiscal_localizations/packages>`
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* - Saudi Arabia - E-invoicing
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- `l10n_sa_edi`
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- ZATCA e-invoices implementation
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* - Saudi Arabia - E-invoicing (Simplified)
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- `l10n_sa_edi_simplified`
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- ZATCA simplified e-invoices implementation (Point of Sale)
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* - Saudi Arabia - Invoice
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- `l10n_sa_invoice`
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- Invoice compliance
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* - Saudi Arabia - Point of Sale
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- `l10n_sa_pos`
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- Point of Sale compliance
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ZATCA e-invoices
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================
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The ZATCA e-invoicing system is designed to streamline and digitize the invoicing process for
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businesses operating in Saudi Arabia.
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.. seealso::
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`ZATCA e-invoicing page <https://zatca.gov.sa/en/E-Invoicing/Pages/default.aspx>`_
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Company information
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-------------------
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Go to :menuselection:`Settings --> General Settings --> Companies`, click :guilabel:`Update info`,
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and ensure the following company information is complete and up-to-date.
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- The full :guilabel:`Company Name`.
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- All relevant :guilabel:`Address` fields, including the :guilabel:`Building Number` and
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:guilabel:`Plot Identification` (four digits each).
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- Select an enterprise :guilabel:`Identification Scheme`. It is recommended to use the
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:guilabel:`Commercial Registration Number`.
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- Enter the :guilabel:`Identification Number` for the selected :guilabel:`Identification Scheme`.
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- The :guilabel:`VAT` number.
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- Ensure the :guilabel:`Currency` is set to :guilabel:`SAR`.
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.. note::
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It is also necessary to fill out similar information for partner companies.
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Simulation mode
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---------------
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.. important::
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It is strongly recommended to thoroughly test all invoicing workflows using the Fatoora
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**simulation** portal first, as **any** invoice submitted to the regular Fatoora portal will be
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accounted for, which could lead to fines and penalties.
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Fatoora simulation portal
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~~~~~~~~~~~~~~~~~~~~~~~~~
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Log in on the `Fatoora portal <https://fatoora.zatca.gov.sa/>`_ using the company's ZATCA
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credentials. Then, click the :guilabel:`Fatoora Simulation Portal` button to switch to the
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simulation portal.
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.. seealso::
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`ZACTA Fatoora portal user manual version 3 (May 2023) <https://zatca.gov.sa/en/E-Invoicing/Introduction/Guidelines/Documents/Fatoora_Portal_User_Manual_English.pdf>`_
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.. _saudi-arabia/api-mode:
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ZATCA API integration
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~~~~~~~~~~~~~~~~~~~~~
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On Odoo, go to :menuselection:`Accounting --> Configuration --> Settings`. Under :guilabel:`ZATCA
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API Integration`, select the :guilabel:`Simulation (Pre-Production)` :guilabel:`API mode` and click
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:guilabel:`Save`.
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.. _saudi-arabia/journals:
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Sales journals
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~~~~~~~~~~~~~~
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Each sales journal on Odoo needs to be configured. To do so, go to :menuselection:`Accounting -->
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Configuration --> Journals`, open any sales journal (e.g., Customer Invoices), and go to the
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:guilabel:`ZATCA` tab. Once there, enter any :guilabel:`Serial Number` to identify the journal.
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.. note::
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The same serial number can be used for all of the company's sales journals.
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Next, click :guilabel:`Onboard Journal`. In the dialog box, providing an :abbr:`OTP (one-time
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password)` code is required. To retrieve it, open the `Fatoora simulation portal
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<https://fatoora.zatca.gov.sa/>`_, click :guilabel:`Onboard New Solution Unit/Device`, choose the
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number of OTP codes to generate (one per journal to configure), and click :guilabel:`Generate OTP
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Code`. Copy an OTP code, it into the dialog box on Odoo, and click :guilabel:`Request`.
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.. note::
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OTP codes expire after one hour.
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.. tip::
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If any issue occurs during onboarding, click :guilabel:`Regenerate CSR` to start again.
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Testing
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~~~~~~~
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When confirming an invoice, there is now an option to process the invoice, sending it directly the
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Fatoora simulation portal. Odoo displays the portal's response after each submission. Only rejected
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invoices can be reset to draft and edited on Odoo. Furthermore, at the end of each day, Odoo sends
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all unprocessed invoices to the portal.
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.. tip::
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- Testing all invoicing workflows, preferably with real invoices and for a reasonable amount of
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time, is recommended.
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- Compare the invoices received statistics page on the Fatoora simulation portal with the list of
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invoices on Odoo to ensure both align.
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Taxes
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~~~~~
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When using a **0% tax** in a customer invoice, it is necessary to specify the reason behind such a
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rate. To configure taxes, go to :menuselection:`Accounting --> Configuration --> Settings -->
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Taxes`, and open the tax to edit. Under the :guilabel:`Advanced Options`, select an
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:guilabel:`Exemption Reason Code` and click :guilabel:`Save`.
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When using **retention** or **withholding an amount** in a customer invoice, the tax used to retain
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the amount needs to be specified.
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Production mode
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---------------
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When ready for production, change the :ref:`API mode <saudi-arabia/api-mode>` to
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:guilabel:`Production` and click :guilabel:`Save`.
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.. warning::
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Setting the :guilabel:`API mode` to :guilabel:`Production` is **irreversible**.
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The sales journals initially linked to the simulation portal now needs to be linked to the regular
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portal. To do so, :ref:`onboard the journals <saudi-arabia/journals>` again, ensuring to use the
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regular `Fatoora portal <https://fatoora.zatca.gov.sa/>`_ this time.
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