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Author SHA1 Message Date
LoredanaLrpz
ca3ddaaa80 [IMP] l10n: pos 18.0 and on-premise certification
task-4391068

X-original-commit: 50daadf7d1
2024-12-09 11:48:52 +00:00
Sam Lieber (sali)
989d5b1110 [IMP] accounting/avatax: update limitations for 18
closes odoo/documentation#11528

X-original-commit: 5060b34697
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
2024-12-06 17:47:11 +00:00
samueljlieber
d18e03f3a1 [IMP] sales: update settings navigation for multi address
closes odoo/documentation#11473

X-original-commit: c22f90137b
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Dina Klarisse Dugar (dikd) <dikd@odoo.com>
2024-12-05 22:36:10 +00:00
Sam Lieber (sali)
f621677aa8 [FIX] tutorials: explicit translation function example
closes odoo/documentation#11526

X-original-commit: cb1f1e89d6
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
2024-12-05 22:36:07 +00:00
LoredanaLrpz
a912cf32c7 [IMP] POS: returns and credit note
task-4016275

closes odoo/documentation#11502

X-original-commit: 208c1b8e81
Signed-off-by: Loredana Perazzo (lrpz) <lrpz@odoo.com>
2024-12-05 09:09:19 +00:00
xpl-odoo
82289fe0fa [IMP] website: cloudflare configuration
task-4113085

closes odoo/documentation#11515

X-original-commit: f8cb28ce14
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
2024-12-04 19:51:45 +00:00
Parish Bracha
58aee61dcd [IMP] Email marketing: Analyze metrics reports
closes odoo/documentation#11449

X-original-commit: 47da91a9d6
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2024-12-03 17:47:36 +00:00
John Holton (hojo)
d60310c25e [IMP] Manufacturing: update MO costs
closes odoo/documentation#11475

X-original-commit: e1227f0c2b
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: John Holton (hojo) <hojo@odoo.com>
2024-12-03 17:47:35 +00:00
John Holton (hojo)
921bf0d82e [IMP] Quality: add spreadsheet check to QCP doc
closes odoo/documentation#11476

X-original-commit: 34c1edef12
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: John Holton (hojo) <hojo@odoo.com>
2024-12-03 17:47:34 +00:00
Tiffany Chang (tic)
7b64c95fe3 [I18N] *: export latest termsi
As per usual, leave off developer.pot and contributing.pot since we
don't translate them (not useful, can't really contribute to/dev in
Odoo without knowing English)

closes odoo/documentation#11516

X-original-commit: eb714d1772
Signed-off-by: Tiffany Chang (tic) <tic@odoo.com>
2024-12-03 11:08:31 +00:00
afma-odoo
d7ecf97869 [IMP] Fiscal localizations: Add info about Teledec and liasse fiscale
task-4342454

closes odoo/documentation#11512

X-original-commit: d4564632c3
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
2024-12-03 11:08:29 +00:00
afma-odoo
7405eb2f9e [IMP] Fiscal Localizations: Add CIS deduction info for UK
task-4341297

closes odoo/documentation#11513

X-original-commit: f4d64763c0
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
2024-12-03 11:08:27 +00:00
Doh (KIDO)
2f0c08242e [IMP] l10n_my: MyInvois documentation
Recently, there has been a new module to support MyInvois which is legally mandatory for Malaysia. With its release this week, documentation is required for the users to add specific information to register Odoo as an intermediary but also to let them know how the set-up is and the business flow achievable in Odoo.

task-3953659

closes odoo/documentation#11508

X-original-commit: 9040443bcc
Signed-off-by: Kim Dohyun (kido) <kido@odoo.com>
2024-12-03 11:08:19 +00:00
afma-odoo
faa204e0a0 [IMP] accounting: info about proforma label on invoices
task-3938154
task-3416326
task-2466972

closes odoo/documentation#11491

X-original-commit: 2920b764f1
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
2024-12-02 07:22:53 +00:00
vava-odoo
d53fbfc995 [FIX] developer/tutorials/importable_modules: no self in actions
In ir.actions.server, the variable containing the record(s) is not
`self`, but `record` and `records`.
Also, since there is a word about `store` attribute for computed
fields, this commit specifies the behaviour of `readonly` attribute.

closes odoo/documentation#11489

X-original-commit: d77d3ace2a
Signed-off-by: Vallaeys Valentin (vava) <vava@odoo.com>
2024-11-30 01:38:27 +00:00
Paolo Gatti
096d17c474 [IMP] developer: added "--shell-file" CLI option
Added the description for the new '--shell-file' option, which overrides
the the $PYTHONSTARTUP env variable to initialize the shell session with
a startup Python script.

Related docs: https://docs.python.org/3/using/cmdline.html#envvar-PYTHONSTARTUP

Community PR: odoo/odoo#185075
task-4306704

closes odoo/documentation#11334

Signed-off-by: Paolo Gatti (pgi) <pgi@odoo.com>
2024-11-27 15:32:22 +00:00
Harsh Modi
112551a0f7 [FIX] l10n_in_edi_ewaybill: fix the typos and update the functionality
In commit - 1e4c53871d (diff-fe059f98e5cefbc09ee21ab8b14d90ba3676d8b0998d9589865d1b5a2d708a7eR38)

The automation sending of ewaybill was removed. But the documentation still
says that we provide automation sending of the ewaybill. In this commit
we update documentation as per the current code

closes odoo/documentation#11460

X-original-commit: 30d6e17cf9
Signed-off-by: Harsh Modi (hamo) <hamo@odoo.com>
2024-11-27 02:35:05 +00:00
John Holton (hojo)
1e90d132a6 [IMP] Inventory: add UPS warning
closes odoo/documentation#11438

X-original-commit: 3a85ef3436
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: John Holton (hojo) <hojo@odoo.com>
2024-11-25 16:58:10 +00:00
masi-odoo
ac71b91edc [IMP] accounting/l10n_co: Update documentation for DIAN module
This commit improves the official documentation to support the strategy to focus on the new DIAN electronic invoicing module on V18 (leaving notes and references for clients still using Carvajal in this version)

closes odoo/documentation#11445

X-original-commit: 9cb00bdb01
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
2024-11-22 15:22:07 +00:00
Donatienne (dopi)
e3e39a0177 [IMP] ecommerce: cross-upselling
closes odoo/documentation#11443

Taskid: 4273498
X-original-commit: 4590851acf
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Donatienne Pirlot (dopi) <dopi@odoo.com>
2024-11-22 08:34:26 +00:00
xpl-odoo
f1a3515f83 [IMP] on-premise: remove too many users upsell alert block
task-4343506

closes odoo/documentation#11436

X-original-commit: b923389182
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
2024-11-21 22:44:54 +00:00
xpl-odoo
ccc9337f2c [IMP] upgrade: harmonize release interval
task-4346126

closes odoo/documentation#11432

X-original-commit: e953d8f838
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
2024-11-21 22:44:53 +00:00
xpl-odoo
7f7ff980ec [IMP] localizations: clarify, simplify and update the content
closes odoo/documentation#11423

X-original-commit: b58c84f8aa
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
2024-11-20 18:46:42 +00:00
Harsh Modi
bd285ab701 [IMP] l10n_in_gstin_status: add documentation for GSTIN status
task-4143187

closes odoo/documentation#11416

X-original-commit: 88e6f46765
Related: odoo/odoo#187766
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Harsh Modi (hamo) <hamo@odoo.com>
2024-11-20 04:11:10 +00:00
kekiss
483cb357d4 [IMP] Productivity: Discuss Getting Started rewrite
[FIX] Updates to Discuss doc for 17.0

Adding reviewer suggestions

Added blank line at end of file

closes odoo/documentation#11421

X-original-commit: cdf833810f
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
2024-11-20 02:50:44 +00:00
Valentino
57712dfb99 [IMP] accounting/l10n_br: Resourceful links section for onboarding
Add the relevant links to improve the onboarding of new customers. This documentation is accessible from the `res.config` in the customer DB.

To improve the onboarding, when the customer clicks in the DB is redirected here, and the first thing they see are the videos and the onboarding document with more details on how to configure the Avalara Portal, Use cases, tips, and tricks.

closes odoo/documentation#11387

X-original-commit: 79758ab9de
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Valentino Gaffuri Bedetta (vbe) <vbe@odoo.com>
2024-11-20 01:24:03 +00:00
jero-odoo
44388a8645 [IMP] VoIP: Update settings menu images
closes odoo/documentation#11412

X-original-commit: 982e27382e
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
2024-11-19 23:55:25 +00:00
Demesmaeker
b639c62201 [IMP] send_quotations/pdf_quote_builder
Add documentation about the new features and possibilities of the PDF quote builder.
Delete obsolote information.

closes odoo/documentation#11413

X-original-commit: 3c7f6c0e55
Signed-off-by: Morgane Demesmaeker <edm@odoo.com>
2024-11-19 23:55:12 +00:00
Merel Geens (mege)
a3a1be4fb7 [FIX] administration/on-premise: Incorrect ports
In Odoo 18 and lower versions, update notifications are sent over HTTP,
not HTTPS:

Odoo 18: bbcafb7bb1/odoo/tools/config.py (L78)
Odoo 17: a7ccd81fb2/odoo/tools/config.py (L78)
Odoo 16: 6b5a839428/odoo/tools/config.py (L78)

The documentation has listed 443 as the main port since 2019:
https://github.com/odoo/documentation/pull/324 , but what it mentions
about the most recent version of Odoo using services.odoo.com wasn't
true until Odoo 18: https://github.com/odoo/odoo/pull/163202 . That PR
kept the HTTP usage and not HTTPS as was originally intended:
https://github.com/odoo/odoo/pull/30272 .

closes odoo/documentation#11408

X-original-commit: 4d079db7f8
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
2024-11-19 17:14:55 +00:00
Felicious
07122aa8a8 [IMP] inventory: landed cost conditions
closes odoo/documentation#11395

X-original-commit: 22a0a1834e
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
2024-11-15 16:38:13 +00:00
Loredana Perazzo
9490048209 [IMP] pos: remove warning "july 22" in six
task-4337378

closes odoo/documentation#11401

X-original-commit: 738703df14
Signed-off-by: Loredana Perazzo (lrpz) <lrpz@odoo.com>
2024-11-15 15:14:03 +00:00
jero-odoo
c31d61cb5b [IMP] POS: remove star printer reference
closes odoo/documentation#11383

X-original-commit: 54359951db
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
2024-11-15 09:49:54 +00:00
Joris Makauskis
085613f63e [IMP] extract_api: Add bank statement documentation
- Updated documentation to include details on the new bank statement
extraction via OCR.
- Removed mention of unsupported discount, product, and unit features
from invoice_lines feature.

Task-3895452

closes odoo/documentation#11393

X-original-commit: 8c93ff790e
Signed-off-by: Joris Makauskis (jmak) <jmak@odoo.com>
2024-11-15 07:00:34 +00:00
afma-odoo
0292755fe1 [IMP] accounting: adding info about group payments
task-3518648

closes odoo/documentation#11358

X-original-commit: 75af17192f
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
2024-11-15 07:00:22 +00:00
Albaraa Maktabi
6d7d9aacb7 [FIX] developer/tutorials/pdf_reports: fix a grammer issue
On line 60 changed "we will can print..." to "we will be able to print..."

closes odoo/documentation#11366

X-original-commit: ad624afdf8
Signed-off-by: Victor Feyens (vfe) <vfe@odoo.com>
2024-11-15 00:08:44 +00:00
Audrey (auva)
71b426177a [IMP] payment_providers/paypal: new PayPal version
task-3355211

closes odoo/documentation#11388

X-original-commit: 3a24e18b45
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
2024-11-15 00:08:37 +00:00
Zachary Straub (ZST)
b29eae5102 [FIX] accounting: fix broken OCR tutorial link
closes odoo/documentation#11371

X-original-commit: 724f7000d7
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2024-11-14 09:13:04 +00:00
jero-odoo
3218baee71 [ADD] Essentials: Keyboard shortcuts
closes odoo/documentation#10969

X-original-commit: e8f3736722
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: kekiss <karaekiss@yahoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
2024-11-13 19:23:50 +00:00
xpl-odoo
08a3f15732 [IMP] upgrade: sla clarifications
closes odoo/documentation#11365

X-original-commit: 470af9bf21
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
2024-11-13 09:04:17 +00:00
jero-odoo
d458c753b5 [IMP] Calendar sync: changing title of google doc
closes odoo/documentation#11351

X-original-commit: e0b025fce0
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
2024-11-11 16:49:31 +00:00
larm-odoo
740cf75f94 [ADD] Payroll: Salary attachments
closes odoo/documentation#11342

X-original-commit: afe998d6a0
Signed-off-by: Lara Martini (larm) <larm@odoo.com>
2024-11-08 15:32:01 +00:00
Krzysztof Magusiak
6395455f0b [IMP] core: SQLObject replaces _sql_constraints
task-3390431

closes odoo/documentation#11071

Related: odoo/odoo#175783
Related: odoo/enterprise#68589
Signed-off-by: Krzysztof Magusiak (krma) <krma@odoo.com>
2024-11-08 07:33:30 +00:00
Louis Wicket (wil)
381ae7793b [I18N] add es_419 to the documentation
This commit adds es_419 (LATAM Spanish) to the available languages. It
populates LATAM Spanish translation based on the existing Spanish
translation.

closes odoo/documentation#11221

X-original-commit: da7fe3d69d
Signed-off-by: Louis Wicket (wil) <wil@odoo.com>
2024-11-07 10:49:02 +00:00
Tiffany Chang (tic)
7d8368e553 [I18N] *: export latest terms
As per usual, leave off developer.pot and contributing.pot since we
don't translate them (not useful, can't really contribute to/dev in
Odoo without knowing English)

closes odoo/documentation#11331

X-original-commit: 63f88d7adb
Signed-off-by: Tiffany Chang (tic) <tic@odoo.com>
2024-11-05 16:26:16 +00:00
jero-odoo
07ef80ec47 [IMP] General: Update manage inbound email doc
closes odoo/documentation#11309

X-original-commit: 1b14a732b9
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
2024-11-05 15:13:53 +00:00
Louis Wicket (wil)
973c9a1f5a [I18N] add vi and id to the language switcher
closes odoo/documentation#11323

X-original-commit: 204db28154
Signed-off-by: Tiffany Chang (tic) <tic@odoo.com>
2024-11-05 09:30:53 +00:00
Sam Lieber (sali)
d7b4114728 [IMP] l10n_cl: Update main EDI module and description
closes odoo/documentation#11329

X-original-commit: dc20497ab1
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
2024-11-04 19:31:51 +00:00
larm-odoo
2e661006e5 [ADD] Payroll: Salary attachment report
closes odoo/documentation#11313

X-original-commit: ce55e4affb
Signed-off-by: Lara Martini (larm) <larm@odoo.com>
2024-11-04 15:09:37 +00:00
Albaraa Maktabi
7c2a16b28d [FW][FIX] developer/view_architectures: fix a typo
Corrected a typo in the file view_architectures.rst on line 2395. Changed 'than' to 'that'.

closes odoo/documentation#11317

Forward-port-of: odoo/documentation#11314
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2024-11-04 15:09:23 +00:00
Damien Bouvy
44b4138a45 [ADD] Developer: data module tutorial
Introduce a new tutorial about creating Odoo modules using XML data files
instead of Python code.

This guide is follows closely the 'Server Framework 101' tutorial and
covers the following:

- Module structure and deployment
- Defining models and fields
- Setting up security and access rights
- Creating views and actions
- Implementing relational fields (many2one, many2many, one2many)
- Working with computed and related fields
- Adding business logic through server actions and automation rules
- Creating website controllers for API endpoints

The tutorial includes practical exercises and code examples to reinforce
learning, catering to developers who need to customize Odoo without writing
Python code (e.g. Odoo PS-Tech employees, partners that focus on SaaS instances
or author of Industry modules).

Task-4167176

closes odoo/documentation#11305

X-original-commit: c6a8619367
Signed-off-by: Bouvy Damien (dbo) <dbo@odoo.com>
2024-11-04 13:52:31 +00:00
Aurelien van Delft (avd)
7b6f0d9226 [IMP] contributing/git: add [PERF] to the valid commit tags
The [PERF] commit tag passes the runbot minimal check and has been
used in lots of patches. E.g.
 - odoo/odoo@f02bcfadcb
 - odoo/odoo@b30b059898
 - odoo/odoo@780a2bb601

However this tag was not listed in the documentation yet. This led
to confusion for reviewers not accustomed with it. This commit
fixes that.

closes odoo/documentation#11300

X-original-commit: ac8f3d2aa4
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Aurélien van Delft (avd) <avd@odoo.com>
2024-10-29 15:07:08 +00:00
gmz-odoo
24bf905cd9 [IMP] accounting/l10n_pe: update modules and description
Remove older ‘Introduction section’
Add a table listing and update of the currently supported features and modules with a description of its functionality (like the format/structure displayed for Chile Localization page)
Update the description of suggested and related resources, such as Smart Tutorial videos

closes odoo/documentation#11282

X-original-commit: af29704626
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
2024-10-28 13:19:59 +00:00
Julien Castiaux
f3d2381bf4 [IMP] developer/changelog: controllers json -> jsonrpc
Task-4257153

closes odoo/documentation#11292

Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2024-10-28 09:38:24 +00:00
benderliz
117aae0771 [IMP] accounting: ca_l10n spelling fix
closes odoo/documentation#11260

X-original-commit: 96269013b5
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2024-10-27 16:11:12 +00:00
Loredana Perazzo
9c4d9b35dc [IMP] POS: add a configuration step to enable ePos printers
task-4055549

closes odoo/documentation#11289

X-original-commit: f83f35955e
Signed-off-by: Loredana Perazzo (lrpz) <lrpz@odoo.com>
2024-10-25 14:18:19 +00:00
jero-odoo
bd5fdcfbb4 [IMP] Iot: Remove star printer reference
closes odoo/documentation#11281

X-original-commit: 229e633c9c
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
2024-10-25 12:12:21 +00:00
“Dallas”
8b7c7f4b6e [FIX] l10n_de: Fix second broken GoBD link
There were two broken links originally, one of which was fixed by PR#10074. This commit will remove the first link entirely and fix the second link, as suggested by TSB.

task-4088554

closes odoo/documentation#11274

X-original-commit: 33ef1f8918
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Dallas Dean (dade) <dade@odoo.com>
2024-10-24 10:59:52 +00:00
Felicious
eed7e42a14 [ADD] inventory: dispatch management system
closes odoo/documentation#11268

X-original-commit: ad6843be92
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Co-authored-by: larm-odoo <121518652+larm-odoo@users.noreply.github.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
2024-10-23 17:41:17 +00:00
Krzysztof Magusiak
11cc952979 [IMP] core: Deprecate toggle_active()
task-3983933

closes odoo/documentation#11261

Related: odoo/odoo#183691
Related: odoo/enterprise#71963
Signed-off-by: Krzysztof Magusiak (krma) <krma@odoo.com>
2024-10-23 13:30:32 +00:00
Aurelien van Delft (avd)
9049311711 [ADD] tools: add populate cli documentation
closes odoo/documentation#11266

X-original-commit: b0ede2819a
Signed-off-by: Aurélien van Delft (avd) <avd@odoo.com>
2024-10-23 12:07:16 +00:00
Loredana Perazzo
51369b1001 [IMP] POS: move replicated title into one page
task-3973404

Must come back in 16.0 & 17.0

closes odoo/documentation#11265

X-original-commit: 4556487f10
Signed-off-by: Loredana Perazzo (lrpz) <lrpz@odoo.com>
2024-10-23 10:50:24 +00:00
benderliz
1e551ebb73 [IMP] ar_l10n: remove extra comma
closes odoo/documentation#11256

X-original-commit: 15bc972085
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Liz Bender (beli) <beli@odoo.com>
2024-10-22 18:56:31 +00:00
Valentino
9dfef5e151 [IMP] accounting/l10n_br: IAP Free Credits Clarification
Odoo gives users 500 free IAP credits when they start with Odoo in BR in production databases. This is an important information that was not clarified.

closes odoo/documentation#11245

X-original-commit: 9ba3a1bc10
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
2024-10-22 13:03:03 +00:00
xpl-odoo
4a927f0d46 [ADD] sign: legality of electronic signatures in germany
closes odoo/documentation#11249

X-original-commit: 74437b0e74
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
2024-10-22 13:03:01 +00:00
Ricardo Gomes Rodrigues
9b3e9a3c8e [IMP] accounting: deferred full months
Feature added in commit 5dca9c0c26

closes odoo/documentation#11239

X-original-commit: 939d0de821
Signed-off-by: Ricardo Gomes Rodrigues (rigr) <rigr@odoo.com>
2024-10-21 15:10:55 +00:00
Ricardo Gomes Rodrigues
987a40cb29 [IMP] accounting: add loan management
This has been done in https://github.com/odoo/enterprise/pull/68698

closes odoo/documentation#11235

X-original-commit: 8f73708332
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Ricardo Gomes Rodrigues (rigr) <rigr@odoo.com>
2024-10-21 12:22:39 +00:00
Joseph (jcb)
e6ffeb0da4 [IMP] web: notification: custom autoclose delay
closes odoo/documentation#11230

X-original-commit: d50ff09926
Related: odoo/odoo#184297
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Joseph Caburnay (jcb) <jcb@odoo.com>
2024-10-21 09:37:08 +00:00
jero-odoo
cfd0fbe6b0 [IMP] Contacts: Update contacts basics
closes odoo/documentation#11223

X-original-commit: e9c19f63d4
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
2024-10-18 12:14:34 +00:00
benderliz
dfa899e959 [IMP] Inventory: Updating serial numbers documentation
closes odoo/documentation#11218

X-original-commit: 3270549c3a
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Liz Bender (beli) <beli@odoo.com>
Co-authored-by: Felicia Kuan <feku@odoo.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
2024-10-17 17:48:37 +00:00
masp-odoo
76d6a9a84e [FIX] general : Update link from Google Domains to Squarespace
Task-4224635

closes odoo/documentation#11215

X-original-commit: 399b20d9c7
Signed-off-by: Marion Spindler (masp) <masp@odoo.com>
2024-10-17 09:17:49 +00:00
Olivier Dony
343d8cafb4
[FIX] legal: update license info for 18.0
X-original-commit: ab9313a451
2024-10-16 19:11:27 +02:00
xpl-odoo
72ccbd43d7 [IMP] studio: update approval rules for v18
closes odoo/documentation#11209

X-original-commit: 868ecc61a5
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
2024-10-16 15:19:52 +00:00
bhra-odoo
4caa891ad8 [ADD] l10n_in_withholding: add TDS/TCS threshold alert (India)
with this commit:
added TDS/TCS threshold alert (India)

task - 4143155

closes odoo/documentation#11109

Signed-off-by: Raj Bhuva (bhra) <bhra@odoo.com>
2024-10-16 14:05:52 +00:00
Felicious
dcb48c3dc4 [IMP] inventory: improve routes definitions
closes odoo/documentation#11169

X-original-commit: 21cb6bb5cf
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
2024-10-15 20:22:41 +00:00
Felicious
8b7be69be6 [IMP] inventory: merge resupply
closes odoo/documentation#11205

X-original-commit: 7f24a51d7d
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Co-authored-by: Liz Bender <92882399+benderliz@users.noreply.github.com>
Co-authored-by: Zachary Straub <zst@odoo.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
2024-10-15 20:22:40 +00:00
KC (ksc)
81f28e0793 [IMP] surveys: add cards and links/intros
closes odoo/documentation#11177

X-original-commit: 3337149a62
Signed-off-by: Kevin Scannell (ksc) <ksc@odoo.com>
2024-10-15 13:34:44 +00:00
Gorash
f1a607a9c7 [IMP] *: Using class name corresponding to odoo models
closes odoo/documentation#11115

Related: odoo/odoo#178200
Related: odoo/enterprise#69762
Related: odoo/upgrade#6577
Related: odoo/design-themes#988
Related: odoo/upgrade-util#143
Signed-off-by: Christophe Matthieu (chm) <chm@odoo.com>
2024-10-15 09:33:04 +00:00
Felicious
9368181d04 [REF] inventory: resupply warehouses
closes odoo/documentation#11195

X-original-commit: ef367bd442
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
2024-10-12 00:07:43 +00:00
Felicious
d87271002b [IMP] inventory: fix typos in shipping table
closes odoo/documentation#11185

X-original-commit: e41e3c7ba0
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
2024-10-11 18:36:35 +00:00
larm-odoo
783ab8f2c0 [ADD] Payroll: Work entry analysis report
closes odoo/documentation#11181

X-original-commit: 34814984ec
Signed-off-by: Lara Martini (larm) <larm@odoo.com>
2024-10-11 14:12:17 +00:00
Odoo's Mergebot
da0360cdd5 [FW][ADD] odoo.sh: new ci token usage
closes odoo/documentation#11190

Forward-port-of: odoo/documentation#11172
Signed-off-by: Fabien Meghazi (fme) <fme@odoo.com>
Signed-off-by: Stanislas Sobieski (sts) <sts@odoo.com>
Co-authored-by: Fabien Meghazi <fme@odoo.com>
Co-authored-by: Stanislas Sobieski <sts@odoo.com>
2024-10-11 12:51:43 +00:00
Demesmaeker
e17d6d7689 [ADD] payment_providers/worldline
task-3499275

New payment provider and its related configuration; remove Ogone and SIPS payments providers as they were replaced by Wordline.

closes odoo/documentation#11173

X-original-commit: da682b7f22
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
2024-10-10 12:18:16 +00:00
Donatienne (dopi)
e174fa9e3e [IMP] ecommerce: products page updated
closes odoo/documentation#11165

Taskid: 4056328
X-original-commit: 1c5bf1337e
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Donatienne Pirlot (dopi) <dopi@odoo.com>
2024-10-10 06:11:28 +00:00
Ricardo Gomes Rodrigues
3d2422b3bd [IMP] accounting: split deferred settings
This has been done in 39fffc5541

closes odoo/documentation#11163

X-original-commit: ac69e2872c
Signed-off-by: Ricardo Gomes Rodrigues (rigr) <rigr@odoo.com>
2024-10-09 13:23:06 +00:00
dikd-odoo
d7eb8f014b [IMP] calendar: expand parent documentation
[ADD] expand parent calendar documentation

[FIX] formatting changes

[FIX] formatting changes

[FIX] content changes

Apply suggestions from KAEK review

[FIX] KAEK review edits

[FIX] resize images

Apply suggestions from KSC review

[FIX] content from KSC review

[FIX] revisions KSC review

[FIX] formatting

newline

formatting

Apply suggestions from KSC review

[FIX] Content change

[FIX] Content changes

Apply suggestions from KSC review

Apply suggestions from SALI review

Apply suggestions from SALI review2

content changes

format

Apply suggestions from SALI review

content

content

closes odoo/documentation#11133

X-original-commit: 721c07d341
Signed-off-by: Dina Klarisse Dugar (dikd) <dikd@odoo.com>
Co-authored-by: kekiss <karaekiss@yahoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
2024-10-08 16:57:49 +00:00
xpl-odoo
9a2921ba52 [IMP] administration: on-premise publisher warranty URL
task-4226945

closes odoo/documentation#11155

X-original-commit: 544e2c18d0
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
2024-10-07 17:10:50 +00:00
Tiffany Chang (tic)
c42963cda9 [I18N] *: export latest terms
As per usual, leave off developer.pot and contributing.pot since we
don't translate them (not useful, can't really contribute to/dev in
Odoo without knowing English)

Also update the tx/config to point to v18 project

closes odoo/documentation#11149

X-original-commit: d21d77b181
Signed-off-by: Tiffany Chang (tic) <tic@odoo.com>
2024-10-07 14:42:49 +00:00
Felicious
38ce2431e5 [ADD] purchase: import vendor pricelist
closes odoo/documentation#11142

X-original-commit: 3b69030302
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Co-authored-by: kekiss <karaekiss@yahoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
2024-10-04 21:22:31 +00:00
larm-odoo
5c43477540 [IMP] Appraisals: Skills Report - highest improvement
closes odoo/documentation#11137

X-original-commit: 6c843244eb
Signed-off-by: Lara Martini (larm) <larm@odoo.com>
2024-10-04 19:37:34 +00:00
Felicious
e56cfe5e48 [ADD] inventory: valuation by lots
closes odoo/documentation#10858

Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Co-authored-by: larm-odoo <121518652+larm-odoo@users.noreply.github.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
2024-10-04 19:37:33 +00:00
Antoine Vandevenne (anv)
5627bea8aa [IMP] supported_versions: release 18.0
closes odoo/documentation#11126

X-original-commit: a0472c95e5
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2024-10-01 12:07:13 +00:00
Pierre Pulinckx (PIPU)
3f048e7997 [FW][IMP] developer/testing: update tours documentation
The towers interface was modified during version 17. Therefore, in this commit, we update the documentation of this interface.

closes odoo/documentation#11117

Forward-port-of: odoo/documentation#11116
Signed-off-by: Victor Feyens (vfe) <vfe@odoo.com>
2024-09-30 15:13:24 +00:00
afma-odoo
a13bf9b24f [IMP] accounting: pdf menu to export reports
task-3605633

closes odoo/documentation#11114

X-original-commit: 380c4bc10f
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
2024-09-29 19:51:54 +00:00
masp-odoo
615d282910 [FIX] website: recaptcha threshold number
task-4145451

closes odoo/documentation#11108

X-original-commit: 0aa1a671dd
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Marion Spindler (masp) <masp@odoo.com>
2024-09-26 22:58:38 +00:00
larm-odoo
f820f189a2 [ADD] Appraisals: Skills Evolution reporting
closes odoo/documentation#11102

X-original-commit: 1e39d90420
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Lara Martini (larm) <larm@odoo.com>
2024-09-25 20:43:42 +00:00
larm-odoo
1d17ceda3c [ADD] Employees: Certifications
closes odoo/documentation#11101

X-original-commit: 14007868bb
Signed-off-by: Lara Martini (larm) <larm@odoo.com>
2024-09-25 20:43:41 +00:00
larm-odoo
4b5b008063 [ADD] Employees: Employee retention report
closes odoo/documentation#11094

X-original-commit: 43d99f8070
Signed-off-by: Lara Martini (larm) <larm@odoo.com>
2024-09-25 20:43:39 +00:00
387 changed files with 302923 additions and 11935 deletions

View File

@ -1,7 +1,7 @@
[main]
host = https://www.transifex.com
[o:odoo:p:odoo-17-doc:r:administration]
[o:odoo:p:odoo-18-doc:r:administration]
file_filter = locale/<lang>/LC_MESSAGES/administration.po
source_file = locale/sources/administration.pot
type = POT
@ -11,7 +11,7 @@ replace_edited_strings = false
keep_translations = false
source_lang = en
[o:odoo:p:odoo-17-doc:r:applications]
[o:odoo:p:odoo-18-doc:r:applications]
file_filter = locale/<lang>/LC_MESSAGES/applications.po
source_file = locale/sources/applications.pot
type = POT
@ -21,7 +21,7 @@ replace_edited_strings = false
keep_translations = false
source_lang = en
[o:odoo:p:odoo-17-doc:r:essentials]
[o:odoo:p:odoo-18-doc:r:essentials]
file_filter = locale/<lang>/LC_MESSAGES/essentials.po
source_file = locale/sources/essentials.pot
type = POT
@ -31,7 +31,7 @@ replace_edited_strings = false
keep_translations = false
source_lang = en
[o:odoo:p:odoo-17-doc:r:finance]
[o:odoo:p:odoo-18-doc:r:finance]
file_filter = locale/<lang>/LC_MESSAGES/finance.po
source_file = locale/sources/finance.pot
type = POT
@ -41,7 +41,7 @@ replace_edited_strings = false
keep_translations = false
source_lang = en
[o:odoo:p:odoo-17-doc:r:general]
[o:odoo:p:odoo-18-doc:r:general]
file_filter = locale/<lang>/LC_MESSAGES/general.po
source_file = locale/sources/general.pot
type = POT
@ -51,7 +51,7 @@ replace_edited_strings = false
keep_translations = false
source_lang = en
[o:odoo:p:odoo-17-doc:r:hr]
[o:odoo:p:odoo-18-doc:r:hr]
file_filter = locale/<lang>/LC_MESSAGES/hr.po
source_file = locale/sources/hr.pot
type = POT
@ -61,7 +61,7 @@ replace_edited_strings = false
keep_translations = false
source_lang = en
[o:odoo:p:odoo-17-doc:r:index]
[o:odoo:p:odoo-18-doc:r:index]
file_filter = locale/<lang>/LC_MESSAGES/index.po
source_file = locale/sources/index.pot
type = POT
@ -71,7 +71,7 @@ replace_edited_strings = false
keep_translations = false
source_lang = en
[o:odoo:p:odoo-17-doc:r:inventory_and_mrp]
[o:odoo:p:odoo-18-doc:r:inventory_and_mrp]
file_filter = locale/<lang>/LC_MESSAGES/inventory_and_mrp.po
source_file = locale/sources/inventory_and_mrp.pot
type = POT
@ -81,7 +81,7 @@ replace_edited_strings = false
keep_translations = false
source_lang = en
[o:odoo:p:odoo-17-doc:r:marketing]
[o:odoo:p:odoo-18-doc:r:marketing]
file_filter = locale/<lang>/LC_MESSAGES/marketing.po
source_file = locale/sources/marketing.pot
type = POT
@ -91,7 +91,7 @@ replace_edited_strings = false
keep_translations = false
source_lang = en
[o:odoo:p:odoo-17-doc:r:productivity]
[o:odoo:p:odoo-18-doc:r:productivity]
file_filter = locale/<lang>/LC_MESSAGES/productivity.po
source_file = locale/sources/productivity.pot
type = POT
@ -101,7 +101,7 @@ replace_edited_strings = false
keep_translations = false
source_lang = en
[o:odoo:p:odoo-17-doc:r:sales]
[o:odoo:p:odoo-18-doc:r:sales]
file_filter = locale/<lang>/LC_MESSAGES/sales.po
source_file = locale/sources/sales.pot
type = POT
@ -111,7 +111,7 @@ replace_edited_strings = false
keep_translations = false
source_lang = en
[o:odoo:p:odoo-17-doc:r:services]
[o:odoo:p:odoo-18-doc:r:services]
file_filter = locale/<lang>/LC_MESSAGES/services.po
source_file = locale/sources/services.pot
type = POT
@ -121,7 +121,7 @@ replace_edited_strings = false
keep_translations = false
source_lang = en
[o:odoo:p:odoo-17-doc:r:user_settings]
[o:odoo:p:odoo-18-doc:r:user_settings]
file_filter = locale/<lang>/LC_MESSAGES/settings.po
source_file = locale/sources/settings.pot
type = POT
@ -131,7 +131,7 @@ replace_edited_strings = false
keep_translations = false
source_lang = en
[o:odoo:p:odoo-17-doc:r:studio]
[o:odoo:p:odoo-18-doc:r:studio]
file_filter = locale/<lang>/LC_MESSAGES/studio.po
source_file = locale/sources/studio.pot
type = POT
@ -141,7 +141,7 @@ replace_edited_strings = false
keep_translations = false
source_lang = en
[o:odoo:p:odoo-17-doc:r:websites]
[o:odoo:p:odoo-18-doc:r:websites]
file_filter = locale/<lang>/LC_MESSAGES/websites.po
source_file = locale/sources/websites.pot
type = POT

11
conf.py
View File

@ -231,18 +231,12 @@ sphinx.transforms.i18n.docname_to_domain = (
# is populated. If a version is passed to `versions` but is not listed here, it will not be shown.
versions_names = {
'master': "Master",
'18.0': "Odoo 18",
'saas-17.4': "Odoo Online",
'saas-17.2': "Odoo Online",
'saas-17.1': "Odoo Online",
'17.0': "Odoo 17",
'saas-16.4': "Odoo Online",
'saas-16.3': "Odoo Online",
'saas-16.2': "Odoo Online",
'saas-16.1': "Odoo Online",
'16.0': "Odoo 16",
'saas-15.2': "Odoo Online",
'15.0': "Odoo 15",
'14.0': "Odoo 14",
}
# The language names that should be shown in the language switcher, if the config option `languages`
@ -251,7 +245,9 @@ languages_names = {
'de': 'DE',
'en': 'EN',
'es': 'ES',
'es_419': 'ES (LATAM)',
'fr': 'FR',
'id': 'ID',
'it': 'IT',
'ja': 'JA',
'ko': 'KR',
@ -261,6 +257,7 @@ languages_names = {
'sv': 'SV',
'th': 'TH',
'uk': 'UA',
'vi': 'VI',
'zh_CN': 'ZH (CN)',
'zh_TW': 'ZH (TW)'
}

View File

@ -217,6 +217,26 @@ Production and staging builds are excluded, visitors can only see their status.
.. _odoosh-gettingstarted-settings-modules-installation:
GitHub commit statuses
======================
This option enables Odoo.sh to push commit statuses to your GitHub repository when a build is
created or updated. It requires a GitHub token with permissions to push commit statuses to the
repository. Refer to `GitHub's documentation on personal access tokens <https://docs.github.com/en/authentication/keeping-your-account-and-data-secure/managing-your-personal-access-tokens>`_
for instructions to create yours.
.. note::
GitHub's **fine-grained personal tokens** have an expiration date and will be disabled if they
fail to update the commit status. You can replace the token at any time on Odoo.sh.
The commit statuses pushed to GitHub can have the following contexts:
- :guilabel:`ci/odoo.sh (dev)`: status of a development build
- :guilabel:`ci/odoo.sh (staging)`: status of a staging build
- :guilabel:`ci/odoo.sh (production)`: status of a production build
- :guilabel:`ci/odoo.sh (test_ci)`: testing the token from the Settings page will push a test
status on the last commit of your repository
Custom domains
==============

View File

@ -61,8 +61,8 @@ To resolve the issue:
your **network and firewall settings** allow the Odoo server to open outgoing connections
towards:
- `services.odoo.com` on port `443` (or `80`)
- for older deployments, `services.openerp.com` on port `443` (or `80`)
- Odoo 18.0 and above: `services.odoo.com` on port `80`
- Odoo 17.0 and below: `services.openerp.com` on port `80`
These ports must be kept open even after registering a database, as the update notification runs
once a week.
@ -85,12 +85,6 @@ To resolve the issue, either:
displayed in the message to validate the upsell quotation and pay for the extra users.
- :ref:`Deactivate users <users/deactivate>` and **reject** the upsell quotation.
.. important::
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 <https://www.odoo.com/help>`_ to resolve the issue.
Once your database has the correct number of users, the expiration message disappears automatically
after a few days, when the next verification occurs.

View File

@ -31,24 +31,24 @@ This matrix shows the support status of every version.
- On-Premise
- Release date
- End of support
* - Odoo saas~17.4
* - **Odoo 18.0**
- |green|
- |green|
- |green|
- October 2024
- October 2027 (planned)
* - Odoo SaaS 17.4
- |green|
- N/A
- N/A
- July 2024
-
* - Odoo saas~17.2
* - Odoo SaaS 17.2
- |green|
- N/A
- N/A
- April 2024
-
* - Odoo saas~17.1
- |green|
- N/A
- N/A
- January 2024
-
* - **Odoo 17.0**
- |green|
- |green|
@ -60,31 +60,25 @@ This matrix shows the support status of every version.
- |green|
- |green|
- October 2022
- November 2025 (planned)
- October 2025 (planned)
* - **Odoo 15.0**
- |green|
- |green|
- |green|
- |red|
- |red|
- |red|
- October 2021
- November 2024 (planned)
- October 2024
* - **Odoo 14.0**
- |red|
- |red|
- |red|
- October 2020
- November 2023
* - **Odoo 13.0**
- |red|
- |red|
- |red|
- October 2019
- October 2022
* - Older versions
- |red|
- |red|
- |red|
- Before 2019
- Before 2022
- Before 2020
- Before 2023
.. admonition:: Legend

View File

@ -3,7 +3,7 @@ Upgrade
=======
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
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 <supported_versions>` is strongly
recommended. Each major version is supported for three years.
@ -13,11 +13,11 @@ Depending on the hosting type and Odoo version used, a database upgrade can be *
.. group-tab:: Odoo Online
- If a database is on a **major version** (e.g., 15.0, 16.0, 17.0), an upgrade is mandatory
- If a database is on a **major version** (e.g., 16.0, 17.0, 18.0), an upgrade is mandatory
every two years.
- 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.
two months.
.. group-tab:: Odoo.sh
@ -430,10 +430,8 @@ Upgrade services not covered by the SLA
The following upgrade-related services are **not** included:
- the **cleaning** of pre-existing data and configurations while upgrading;
- the upgrade of **custom modules created in-house or by third parties**, including Odoo partners;
- 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
<studio/automated-actions/action>`; and
- the upgrade of **additional modules not covered by a maintenance contract** that are created
in-house or by third parties, including Odoo partners; and
- **training** on using the upgraded version's features and workflows.
.. seealso::

View File

@ -10,3 +10,4 @@ Odoo essentials
essentials/contacts
essentials/export_import_data
essentials/in_app_purchase
essentials/keyboard_shortcuts

View File

@ -4,9 +4,9 @@
Contacts
========
The *Contacts* application comes installed on all Odoo databases. Contacts are created for customers
the company does business with through Odoo. A contact is a repository of vital business
information, facilitating communication and business transactions.
Contacts are created in the **Contacts** application for customers the company does business with
through Odoo. A contact is a repository of vital business information, facilitating communication
and business transactions.
Contact form
============

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@ -0,0 +1,86 @@
==================
Keyboard shortcuts
==================
Users in Odoo can utilize several keyboard shortcuts to navigate through modules, execute actions,
and manage data.
.. tip::
Hold :kbd:`Ctrl` to view the keyboard shortcuts assigned to each element on the interface.
.. image:: keyboard_shortcuts/menu-shortcuts.png
:align: center
:alt: A selection of keyboard shortcuts in Odoo.
.. important::
Some keyboard shortcuts may not be available on different versions of Odoo or effective depending
on browsers, extensions, or other individual settings.
Keyboard shortcuts by operating system
======================================
Below is a list of some of the most commonly used keyboard shortcuts within Odoo, listed by
operating system.
.. list-table::
:header-rows: 1
:stub-columns: 1
* - Description
- Windows / Linux
- macOS
* - Previous breadcrumb
- :kbd:`Alt` + :kbd:`B`
- :kbd:`Ctrl` + :kbd:`B`
* - Create new record
- :kbd:`Alt` + :kbd:`C`
- :kbd:`Ctrl` + :kbd:`C`
* - Odoo Home Page
- :kbd:`Alt` + :kbd:`H`
- :kbd:`Ctrl` + :kbd:`H`
* - Discard changes
- :kbd:`Alt` + :kbd:`J`
- :kbd:`Ctrl` + :kbd:`J`
* - Save changes
- :kbd:`Alt` + :kbd:`S`
- :kbd:`Ctrl` + :kbd:`S`
* - Next page
- :kbd:`Alt` + :kbd:`N`
- :kbd:`Ctrl` + :kbd:`N`
* - Previous page
- :kbd:`Alt` + :kbd:`P`
- :kbd:`Ctrl` + :kbd:`P`
* - Search
- :kbd:`Alt` + :kbd:`Q`
- :kbd:`Ctrl` + :kbd:`Q`
* - Select menus
- :kbd:`Alt` + :kbd:`1-9`
- :kbd:`Ctrl` + :kbd:`1-9`
* - Create a new To-Do
- :kbd:`Alt` + :kbd:`Shift` + :kbd:`T`
- :kbd:`Ctrl` + :kbd:`Shift` + :kbd:`T`
* - Search a Knowledge article
- :kbd:`Alt` + :kbd:`F`
- :kbd:`Ctrl` + :kbd:`F`
* - Share a Knowledge article
- :kbd:`Alt` + :kbd:`Shift` + :kbd:`S`
- :kbd:`Ctrl` + :kbd:`Shift` + :kbd:`S`
* - Open command palette
- :kbd:`Ctrl` + :kbd:`K`
- :kbd:`Command` + :kbd:`K`
.. tip::
After opening the command palette, search using the following keyboard shortcuts:
- :kbd:`/`: search for menus, applications, and modules.
- :kbd:`@`: search for users.
- :kbd:`#`: search for **Discuss** channels.
- :kbd:`?`: search for **Knowledge** articles.
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.
.. image:: keyboard_shortcuts/command-palete.png
:align: center
:alt: The command palette in Odoo, with the menu search option selected.

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@ -193,3 +193,4 @@ Payments` tab. To display the outstanding accounts column, click on the toggle b
bank/reconciliation
bank/reconciliation_models
bank/foreign_currency
bank/loans

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@ -0,0 +1,70 @@
================
Loans management
================
Odoo's loan management gives a comprehensive list of all loans undertaken by your company in order
to maintain a holistic and forecasted view of upcoming due dates (e.g., cash forecast). Set up
amortization schedules—or import them—and let Odoo automatically handle monthly interest and
principal adjustments so that your financial reports are always accurate with minimal effort.
Create a new loan
-----------------
Create a new loan by going to :menuselection:`Accounting --> Accounting --> Loans`. When creating a
new loan, there are three options for how to create amortization schedules:
- importing it from a supported file;
- calculating it from multiple input values (e.g., the :guilabel:`Amount Borrowed`, the
:guilabel:`Duration`, etc.) using the :guilabel:`Compute` button;
- manually filling in the lines of the schedule.
In each case, three different fields are required for each line of the amortization schedule: the
:guilabel:`Date`, the :guilabel:`Principal`, and the :guilabel:`Interest`.
The :guilabel:`Amount Borrowed`, :guilabel:`Interest`, and :guilabel:`Duration` fields will be red
if the sum of the lines does not match the total of the amortization schedule lines.
Loan entries mechanism
----------------------
When the amount borrowed is credited to a bank account, it should be transferred to a long-term
account (defined in the :guilabel:`Loan Settings` tab). Then, upon the validation of the loan, Odoo
creates the necessary journal entries so that there is always a holistic and forecasted view of
upcoming due dates. The entire process is completely automated with a long-term and short-term
principal reclassification mechanism.
For each line of the amortization schedule, Odoo creates the following entries:
A payment entry on the same date that
- debits the principal amount to the long-term account;
- debits the interest amount to the expense account;
- credits the payment amount to the short-term account: this is the amount that will be
withdrawn by the bank.
A reclassification entry on the same date that
- debits the sum of the principal amounts of the next 12 months to the long-term account;
- credits the sum of the principal amounts of the next 12 months to the short-term account.
A reversed entry of the reclassification entry on *the next day* that simply reverses the previous
one.
With this mechanism, month after month, the short-term account is always up to date with the
current short-term due amounts.
Closing a loan
--------------
By default, a loan will be closed whenever its last payment entry is posted. However, it can also
be manually closed (e.g., because it is being paid off early) by clicking on the :guilabel:`Close`
button. A wizard will appear asking from which date the loan should be closed. All draft entries
after this date will be deleted too.
A loan can also be cancelled. In that case, all entries will be deleted even if they were already
posted.
Loans Analysis Report
---------------------
By going to :menuselection:`Accounting --> Reporting --> Loans Analysis`, you can access a
report with a pivot view of your ongoing loans. By default, the report shows the principal,
interest, and total payment for each year for the loan duration.

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@ -4,225 +4,251 @@
Customer invoices
=================
From Customer Invoice to Payments Collection
============================================
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.
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.
.. seealso::
:doc:`/applications/finance/accounting/customer_invoices/overview`
From Draft Invoice to Profit and Loss
-------------------------------------
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:
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.
- :ref:`accounting/invoice/creation`
- :ref:`accounting/invoice/confirmation`
- :ref:`accounting/invoice/sending`
- :ref:`accounting/invoice/paymentandreconciliation`
- :ref:`accounting/invoice/followup`
- :ref:`accounting/invoice/reporting`
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.
.. _accounting/invoice/creation:
Invoice creation
----------------
================
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.
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`.
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.
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:
Draft invoices
--------------
- :guilabel:`Customer`: When a customer is selected, Odoo automatically pulls information from the
customer record like the invoice address,
:doc:`preferred payment terms <customer_invoices/payment_terms>`,
:doc:`fiscal positions <taxes/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.
- :guilabel:`Invoice Date`: If not set manually, this field is automatically set as the current date
upon confirmation.
- :guilabel:`Due Date` or :doc:`payment terms <customer_invoices/payment_terms>`: To specify when
the customer has to pay the invoice.
- :guilabel:`Journal`: Is automatically set and can be changed if needed.
- :doc:`Currency <get_started/multi_currency>`
- :guilabel:`Product`: Click :guilabel:`Add a line` to add a product.
- :guilabel:`Quantity`
- :guilabel:`Price`
- :doc:`Taxes <taxes>` (if applicable)
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.
.. tip::
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.
Let's create a customer invoice with following information:
The :guilabel:`Journal Items` tab displays the accounting entries created.
Additional invoice information such as the :guilabel:`Customer Reference`, :doc:`Fiscal Positions
<taxes/fiscal_positions>`, :doc:`Incoterms <customer_invoices/incoterms>`, and more can be added or
modified in the :guilabel:`Other Info` tab.
- Customer: Agrolait
- Product: iMac
- Quantity: 1
- Unit Price: 100
- Taxes: Tax 15%
.. note::
Odoo initially creates invoices in :guilabel:`Draft` status. Draft invoices have no accounting
impact until they are :ref:`confirmed <accounting/invoice/confirmation>`.
.. image:: customer_invoices/invoice01.png
.. seealso::
:doc:`/applications/sales/sales/invoicing/proforma`
.. image:: customer_invoices/invoice02.png
.. _accounting/invoice/confirmation:
The document is composed of three parts:
Invoice confirmation
====================
- the top of the invoice, with customer information,
- the main body of the invoice, with detailed invoice lines,
- the bottom of the page, with detail about the taxes, and the totals.
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 <accounting/invoice/sequence>`.
Open or Pro-forma invoices
--------------------------
.. note::
- Once confirmed, an invoice can no longer be updated. Click :guilabel:`Reset to draft` if
changes are needed.
- If required, invoices and other journal entries can be locked once posted
using the :ref:`Secure posted entries with hash <data-inalterability/restricted>` feature.
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.
.. _accounting/invoice/sending:
"Validate" the invoice when you are ready to approve it. The invoice
then moves from the Draft state to the Open state.
Invoice sending
===============
When you have validated an invoice, Odoo gives it a unique number from a
defined, and modifiable, sequence.
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
<studio/pdf-reports/default-layout>` hasn't been customized. Then, select how to send this invoice
to the customer in the :guilabel:`Send` window.
.. image:: customer_invoices/invoice03.png
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.
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.
.. _accounting/invoice/paymentandreconciliation:
.. image:: customer_invoices/invoice04.png
Payment and reconciliation
==========================
Send the invoice to customer
----------------------------
In Odoo, an invoice is considered :guilabel:`Paid` when the associated accounting entry has been
reconciled with a corresponding bank transaction.
After validating the customer invoice, you can directly send it to the
customer via the 'Send by email' functionality.
.. seealso::
- :doc:`payments`
- :doc:`bank/reconciliation`
.. image:: customer_invoices/invoice05.png
.. _accounting/invoice/followup:
A typical journal entry generated from a validated invoice will look
like as follows:
Payment follow-up
=================
+-----------------------+---------------+----------------+-------------+--------------+
| **Account** | **Partner** | **Due date** | **Debit** | **Credit** |
+=======================+===============+================+=============+==============+
| Accounts Receivable | Agrolait | 01/07/2015 | 115 | |
+-----------------------+---------------+----------------+-------------+--------------+
| Taxes | Agrolait | | | 15 |
+-----------------------+---------------+----------------+-------------+--------------+
| Sales | | | | 100 |
+-----------------------+---------------+----------------+-------------+--------------+
Odoo's :doc:`follow-up actions <payments/follow_up>` 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.
Payment
-------
.. _accounting/invoice/sequence:
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.
Sequence
========
A typical journal entry generated from a payment will look like as
follows:
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 <accounting/invoice/resequencing>` invoices might be necessary.
+-----------------------+---------------+----------------+-------------+--------------+
| **Account** | **Partner** | **Due date** | **Debit** | **Credit** |
+=======================+===============+================+=============+==============+
| Bank | Agrolait | | 115 | |
+-----------------------+---------------+----------------+-------------+--------------+
| Accounts Receivable | Agrolait | | | 115 |
+-----------------------+---------------+----------------+-------------+--------------+
.. _accounting/invoice/resequencing:
Receive a partial payment through the bank statement
----------------------------------------------------
Resequencing
------------
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.
Resequencing is not possible:
Create a bank statement from the accounting dashboard with the related
journal and enter an amount of $100 .
- When entries are before a lock date.
- When the sequence leads to a duplicate.
- 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.
.. image:: customer_invoices/invoice06.png
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`.
Reconcile
---------
In this case, if the :guilabel:`Invoice date` isn't aligned with the sequence number, a
:guilabel:`Validation Error` message appears.
Now let's reconcile!
.. note::
.. image:: customer_invoices/invoice07.png
- All sequence changes are logged in the chatter to keep the information.
- Sequence changes also affect the format of future invoices' sequences.
You can now go through every transaction and reconcile them or you can mass reconcile with instructions at the bottom.
.. _accounting/invoice/resequencing-one-invoice:
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. "
Resequencing a single invoice
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
.. image:: customer_invoices/invoice08.png
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.
.. image:: customer_invoices/invoice09.png
.. _accounting/invoice/mass-resequencing:
Apply the payment. Below, you can see that the payment has been added to
the invoice.
Mass-resequencing invoices
~~~~~~~~~~~~~~~~~~~~~~~~~~
.. image:: customer_invoices/invoice10.png
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.
Payment Followup
----------------
.. note::
This feature is only available to users with administrator or advisor access.
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.
Follow these steps to resequence invoice numbers:
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.
#. Activate the :ref:`developer mode <developer-mode>`.
#. From the :guilabel:`Accounting Dashboard`, open the :guilabel:`Customer Invoices` journal.
#. Select the invoices that need a new sequence.
#. Click the :icon:`fa-cog` :guilabel:`Actions` menu and select :guilabel:`Resequence`.
#. In the :guilabel:`Ordering` field, choose to
By going to the customer record and diving into the "Overdue Payments"
you will see the follow-up message and all overdue invoices.
- :guilabel:`Keep current order`: The order of the numbers remains the same.
- :guilabel:`Reorder by accounting date`: The number is reordered by accounting date.
#. Set the :guilabel:`First New Sequence`.
#. :guilabel:`Preview Modifications` and click :guilabel:`Confirm`.
.. image:: customer_invoices/invoice11.png
The first invoice using the new sequence appears in red in the :guilabel:`Customer Invoices` list.
.. image:: customer_invoices/invoice12.png
.. image:: customer_invoices/invoice-sequencing.png
:alt: Resequence options window
.. _customer-invoices/aging-report:
.. _accounting/invoice/reporting:
Customer aging report:
~~~~~~~~~~~~~~~~~~~~~~
Reporting
=========
The customer aging report will be an additional key tool for the
collector to understand the customer credit issues, and to prioritize
their work.
.. _accounting/invoice/partner-reports:
Use the aging report to determine which customers are overdue and begin
your collection efforts.
.. image:: customer_invoices/invoice13.png
Profit and loss
Partner reports
---------------
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."
.. _accounting/invoices/partner-ledger:
.. image:: customer_invoices/invoice14.png
Partner Ledger
~~~~~~~~~~~~~~
The :guilabel:`Partner Ledger` report shows the balance of customers and suppliers. To access it,
go to :menuselection:`Accounting --> Reporting --> Partner Ledger`.
.. _accounting/invoices/aging-report:
Aged Receivable
~~~~~~~~~~~~~~~
To review outstanding customer invoices and their related due dates, use the
:ref:`Aged Receivable <accounting/reporting/aged-receivable>` report. To access it, go to
:menuselection:`Accounting --> Reporting --> Aged Receivable`.
.. _accounting/invoices/aged-payable:
Aged Payable
~~~~~~~~~~~~
To review outstanding vendor bills and their related due dates, use the
:ref:`Aged Payable <accounting/reporting/aged-payable>` report. To access it, go to
:menuselection:`Accounting --> Reporting --> Aged Payable`.
.. _accounting/invoices/profit-and-loss:
Profit and Loss
---------------
The :ref:`Profit and Loss <accounting/reporting/profit-and-loss>` statement shows details of income
and expenses.
.. _accounting/invoices/balance-sheet:
Balance sheet
-------------
The balance sheet summarizes your company's liabilities,
assets and equity at a specific moment in time.
.. image:: customer_invoices/invoice15.png
.. image:: customer_invoices/invoice16.png
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.
The :ref:`Balance Sheet <accounting/reporting/balance-sheet>` summarizes the company's assets,
liabilities, and equity at a specific time.
.. toctree::
:titlesonly:

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@ -33,19 +33,28 @@ Make sure the default settings are correctly configured for your business. To do
Journal
The deferral entries are posted in this journal.
Deferred Expense Account
Expenses are deferred on this Current Asset account until they are recognized.
Deferred Revenue Account
Deferred Revenue
Revenues are deferred on this Current Liability account until they are recognized.
Generate Entries
By default, Odoo :ref:`automatically generates <customer_invoices/deferred/generate_on_validation>`
the deferral entries when you post a customer invoice. However, you can also choose to
:ref:`generate them manually <customer_invoices/deferred/generate_manually>` by selecting the
:guilabel:`Manually & Grouped` option instead.
Amount Computation
Suppose an invoice of $1200 must be deferred over 12 months. The :guilabel:`Equal per month`
computation accounts for $100 each month, while the :guilabel:`Based on days` computation
accounts for different amounts depending on the number of days in each month.
Based on
Suppose an invoice of $1200 must be deferred over 12 months.
- The :guilabel:`Months` option accounts for $100 each month prorated to the number of days in
that month (e.g., $50 for the first month if the :guilabel:`Start Date` is set to the 15th of
the month).
- The :guilabel:`Full Months` option considers each month started to be full (e.g., $100 for the
first month even if the :guilabel:`Start Date` is set to the 15th of the month); this means that
with the :guilabel:`Full Months` option, a full $100 is recognized in the first partial month,
eliminating the need for a 13th month to recognize any remainder as would be the case when using
the :guilabel:`Months` option.
- The :guilabel:`Days` option accounts for different amounts depending on the number of days in
each month (e.g., ~$102 for January and ~$92 for February).
.. _customer_invoices/deferred/generate_on_validation:

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@ -116,7 +116,7 @@ for every computed *due date*.
This makes for easier :doc:`follow-ups </applications/finance/accounting/payments/follow_up>` and
:doc:`reconciliation </applications/finance/accounting/bank/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 <customer-invoices/aging-report>`.
:ref:`aged receivable report <accounting/invoices/aging-report>`.
.. example::
.. image:: payment_terms/journal-entry.png

View File

@ -69,8 +69,9 @@ When new products arrive, the new average cost for each product is recomputed us
- **Incoming Qty**: count of products arriving in the new shipment;
- **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 <inventory/reporting/landed_costs>`. At reception
of the vendor bill, this price is adjusted;
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;
- **Final Qty**: quantity of on-hand stock after the stock move.
.. _inventory/avg_cost/definite_rule:

View File

@ -7,20 +7,20 @@ Payments
In Odoo, payments can either be automatically linked to an invoice or bill or be stand-alone records
for use at a later date:
- 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.
- 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.
- 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.
the company, or the company has an outstanding debit with a vendor. Those outstanding amounts
reduce/settle unpaid invoices/bills.
.. seealso::
- :doc:`Internal transfers <payments/internal_transfers>`
- :doc:`bank/reconciliation`
- `Odoo Tutorials: Bank Configuration
<https://www.odoo.com/slides/slide/bank-configuration-1880>`_
<https://www.odoo.com/slides/slide/bank-configuration-6832>`_
.. _payments/register:
.. _accounting/payments/from-invoice-bill:
Registering payment from an invoice or bill
===========================================
@ -29,11 +29,12 @@ When clicking :guilabel:`Register payment` in a customer invoice or vendor bill,
journal entry and changes the amount due according to the payment amount. The counterpart is
reflected in an :ref:`outstanding <bank/outstanding-accounts>` **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.
the outstanding account is reconciled with a bank transaction line, the invoice or vendor bill
changes to the :guilabel:`Paid` status.
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`.
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`.
.. image:: payments/information-icon.png
:alt: See detailed information of a payment.
@ -41,65 +42,89 @@ access additional information, such as the related journal, by clicking :guilabe
.. note::
- The customer invoice or vendor bill must be in the :guilabel:`Posted` status to register the
payment.
- If you unreconcile a payment, it still appears in your books but is no longer linked to the
- If a payment is unreconciled, it still appears in the books but is no longer linked to the
invoice.
- If you (un)reconcile a payment in a different currency, a journal entry is automatically
- 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.
- 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.
- 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.
.. tip::
- If your main bank account is set as an :ref:`outstanding account
<bank/outstanding-accounts>`, and the payment is registered in Odoo (not through a related
bank statement), invoices and bills are directly registered as :guilabel:`Paid`.
If the main bank account is set as an :ref:`outstanding account
<bank/outstanding-accounts>`, and the payment is registered in Odoo (not through a related
bank transaction), invoices and bills are directly registered as :guilabel:`Paid`.
.. _accounting/payments/not-tied:
Registering payments not tied to an invoice or bill
===================================================
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
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.
.. _accounting/payments/matching-invoices-bills:
Matching invoices and bills with payments
-----------------------------------------
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`.
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`.
.. image:: payments/add-option.png
:alt: Shows the ADD option to reconcile an invoice or a bill with a payment.
The invoice or bill is now marked as :guilabel:`In payment` until it is reconciled with its
corresponding bank statement.
corresponding bank transaction.
.. _payments/batch-payments:
.. _accounting/payments/group-payments:
Batch payment
-------------
Group payments
--------------
Batch payments allow you to group different payments to ease :doc:`reconciliation
<bank/reconciliation>`. They are also useful when you deposit :doc:`checks <payments/checks>` to the
bank or for :doc:`SEPA payments <payments/pay_sepa>`. 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`.
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:
#. Go to :menuselection:`Accounting --> Customers --> Invoices/Credit Notes` or
:menuselection:`Accounting --> Vendors --> Bills/Refunds`.
#. Select the relevant invoices/credit notes or bills/refunds linked to a specific contact.
#. Click the :icon:`fa-cog` (:guilabel:`Action menu`) icon and select :guilabel:`Register Payment`.
#. In the :guilabel:`Register Payment` window, select the :guilabel:`Journal`, the
:guilabel:`Payment Method`, and the :guilabel:`Payment Date`.
#. Enable the :guilabel:`Group Payments` option and click :guilabel:`Create payment`.
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`.
.. _accounting/payments/batch-payments:
Batch payments
--------------
Batch payments allow grouping payments from multiple contacts to ease
:doc:`reconciliation <bank/reconciliation>`. They are also useful when depositing :doc:`checks
<payments/checks>` to the bank or for :doc:`SEPA payments <payments/pay_sepa>`. 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`.
.. seealso::
- :doc:`payments/batch`
- :doc:`payments/batch_sdd`
.. _payments/matching:
.. _accounting/payments/matching:
Payments matching
-----------------
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`.
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`.
.. image:: payments/payments-journal.png
:alt: Payments matching menu in the drop-down menu.
@ -107,39 +132,49 @@ click the drop-down menu button (:guilabel:`⋮`), and select :guilabel:`Payment
.. note::
During the :doc:`reconciliation <bank/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.
written off directly.
.. _accounting/payments/batch-payments-matching:
Batch payments matching
-----------------------
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 <payments/batch>` with your outstanding payments or invoices.
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.
.. image:: payments/reconcile-option.png
:alt: The batch payment reconcile option.
.. _accounting/payments/partial-payment:
Registering a partial payment
=============================
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.
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:
.. image:: payments/payment-difference.png
:alt: Partial payment of an invoice or bill.
- :guilabel:`Keep open`: Keep the invoice or the bill open and mark it with a :guilabel:`Partial`
banner;
- :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.
Reconciling payments with bank statements
=========================================
.. image:: payments/partial-payment.png
:alt: register a partial payment
.. _accounting/payments/reconciling-payments:
Reconciling payments with bank transactions
===========================================
Once a payment has been registered, the status of the invoice or bill is :guilabel:`In payment`. The
next step is :doc:`reconciling <bank/reconciliation>` it with the related bank statement line to
have the transaction finalized and the invoice or bill marked as :guilabel:`Paid`.
next step is :doc:`reconciling <bank/reconciliation>` it with the related bank transaction line to
finalize the payment workflow and mark the invoice or bill as :guilabel:`Paid`.
.. toctree::
:titlesonly:

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@ -24,8 +24,9 @@ the details.
.. image:: reporting/reporting-annotate.png
:alt: Annotate reports.
To export reports in PDF or XLSX format, click :guilabel:`PDF` or :guilabel:`XLSX` at the top of the
page.
To export reports in PDF or XLSX format, click :guilabel:`PDF` at the top or click the
:icon:`fa-caret-down` (:guilabel:`down arrow`) icon next to the :guilabel:`PDF` button and
select :guilabel:`XLSX`.
To compare values across periods, click the :guilabel:`Comparison` menu and select the periods you
want to compare.

View File

@ -62,10 +62,10 @@ Then, to close the fiscal year:
<accounting/reporting/aged-payable>` reports.
- Audit all accounts, being sure to fully understand all transactions and their nature, making
sure to include loans and fixed assets.
- Optionally, run :ref:`payments matching <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.
- Optionally, run :ref:`payments matching <accounting/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.
Next, the accountant likely verifies balance sheet items and book entries for:

View File

@ -24,10 +24,8 @@ programming interface)` integration.
.. important::
Some limitations exist in Odoo while using AvaTax for tax calculation:
- AvaTax is **not** supported in Odoo's **Point of Sale** app, because a dynamic tax
calculation model is excessive for transactions within a single delivery address, such as
stores or restaurants.
- AvaTax and Odoo use the company address, **not** the warehouse address.
- AvaTax uses the company address by default. To use the warehouse address, enable :doc:`Allow
Ship Later <../../../sales/point_of_sale/shop/ship_later>` in the **POS** app settings.
- Excise tax is **not** supported. This includes tobacco/vape taxes, fuel taxes, and other
specific industries.

View File

@ -37,7 +37,7 @@ appropriately completed:
- :guilabel:`Vendor`: Odoo automatically fills some information based on the vendor's registered
information, previous purchase orders, or bills.
- :guilabel:`Bill Reference`: add the sales order reference provided by the vendor and is used to do
the :ref:`matching <payments/matching>` when you receive the products.
the :ref:`matching <accounting/payments/matching>` when you receive the products.
- :guilabel:`Auto-Complete`: select a past bill/purchase order to automatically complete the
document. The :guilabel:`Vendor` field should be completed prior to completing this field.
- :guilabel:`Bill Date`: is the issuance date of the document.

View File

@ -33,19 +33,28 @@ Make sure the default settings are correctly configured for your business. To do
Journal
The deferral entries are posted in this journal.
Deferred Expense Account
Deferred Expense
Expenses are deferred on this Current Asset account until they are recognized.
Deferred Revenue Account
Revenues are deferred on this Current Liability account until they are recognized.
Generate Entries
By default, Odoo :ref:`automatically generates <vendor_bills/deferred/generate_on_validation>`
the deferral entries when you post a vendor bill. However, you can also choose to
:ref:`generate them manually <vendor_bills/deferred/generate_manually>` by selecting the
:guilabel:`Manually & Grouped` option instead.
Amount Computation
Suppose a bill of $1200 must be deferred over 12 months. The :guilabel:`Equal per month`
computation recognizes $100 each month, while the :guilabel:`Based on days` computation recognizes
different amounts depending on the number of days in each month.
Based on
Suppose a bill of $1200 must be deferred over 12 months.
- The :guilabel:`Months` option accounts for $100 each month prorated to the number of days in
that month (e.g., $50 for the first month if the :guilabel:`Start Date` is set to the 15th of
the month).
- The :guilabel:`Full Months` option considers each month started to be full (e.g., $100 for the
first month even if the :guilabel:`Start Date` is set to the 15th of the month); this means that
with the :guilabel:`Full Months` option, a full $100 is recognized in the first partial month,
eliminating the need for a 13th month to recognize any remainder as would be the case when using
the :guilabel:`Months` option.
- The :guilabel:`Days` option accounts for different amounts depending on the number of days in
each month (e.g., ~$102 for January and ~$92 for February).
.. _vendor_bills/deferred/generate_on_validation:

View File

@ -11,8 +11,8 @@ created and populated based on the scanned invoices.
.. seealso::
- `Test Odoo's invoice digitization <https://www.odoo.com/app/invoice-automation>`_
- `Odoo Tutorials: Invoice Digitization with OCR
<https://www.odoo.com/slides/slide/digitize-bills-with-ocr-1712>`_
- `Odoo Tutorials: Vendor Bill Digitization
<https://www.odoo.com/slides/slide/vendor-bill-digitization-7065>`_
Configuration
=============

View File

@ -4,128 +4,163 @@
Fiscal localizations
====================
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
<fiscal_localizations/accounting>` or :ref:`Payroll <fiscal_localizations/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.
.. _fiscal_localizations/packages:
Fiscal localization packages
============================
Configuration
=============
**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.
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
<fiscal_localizations/countries-list>` to view the currently supported countries and access their
specific documentation.
.. note::
Odoo continuously adds new localizations and improves the existing packages.
Each company in a multi-company environment can use different fiscal localization modules.
Configuration
-------------
.. _fiscal_localizations/accounting:
Odoo automatically installs the appropriate package for your company, according to the country
selected at the creation of the database.
Accounting
----------
.. important::
As long as you haven't posted any entry, you can still select another package.
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.
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.
.. warning::
Selecting another package is only possible if no entry has been posted.
.. image:: fiscal_localizations/package-selection.png
:alt: Select your country's fiscal localization package in Odoo Accounting.
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.
Use
---
.. _fiscal_localizations/payroll:
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.
Payroll
-------
.. seealso::
- :doc:`accounting/get_started/chart_of_accounts`
- :doc:`accounting/taxes`
Localization settings can be accessed by going to :menuselection:`Payroll --> Configuration -->
Settings` and searching for the country's **Localization** section.
.. _fiscal_localizations/countries-list:
List of supported countries
===========================
List of countries
=================
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 <fiscal_localizations/packages>` that are
available on Odoo.
Fiscal localization modules are available for the countries listed below.
- Algeria - Accounting
- :doc:`Argentina - Accounting <fiscal_localizations/argentina>`
- :doc:`Australian - Accounting <fiscal_localizations/australia>`
- :doc:`Austria - Accounting <fiscal_localizations/austria>`
- :doc:`Belgium - Accounting <fiscal_localizations/belgium>`
- Bolivia - Accounting
- :doc:`Brazilian - Accounting <fiscal_localizations/brazil>`
- :doc:`Canada - Accounting <fiscal_localizations/canada>`
- :doc:`Chile - Accounting <fiscal_localizations/chile>`
- China - Accounting
- :doc:`Colombia - Accounting <fiscal_localizations/colombia>`
- Costa Rica - Accounting
- Croatia - Accounting (RRIF 2012)
- Czech - Accounting
- Denmark - Accounting
- Dominican Republic - Accounting
- :doc:`Ecuadorian - Accounting <fiscal_localizations/ecuador>`
- :doc:`Egypt - Accounting <fiscal_localizations/egypt>`
- Ethiopia - Accounting
- Finnish Localization
- :doc:`France - Accounting <fiscal_localizations/france>`
- Generic - Accounting
.. note::
New countries are frequently added to this list and Odoo keeps expanding and improving existing
localizations and the related documentation.
- Algeria
- :doc:`Argentina <fiscal_localizations/argentina>`
- :doc:`Australia <fiscal_localizations/australia>`
- :doc:`Austria <fiscal_localizations/austria>`
- Bangladesh
- :doc:`Belgium <fiscal_localizations/belgium>`
- Benin
- Bolivia
- :doc:`Brazil <fiscal_localizations/brazil>`
- Burkina Faso
- Bulgaria
- Cameroon
- :doc:`Canada <fiscal_localizations/canada>`
- Central African Republic
- Chad
- :doc:`Chile <fiscal_localizations/chile>`
- China
- :doc:`Colombia <fiscal_localizations/colombia>`
- Comoros
- Congo
- Costa Rica
- Croatia
- Cyprus
- Czech Republic
- Democratic Republic of the Congo
- Denmark
- Dominican Republic
- :doc:`Ecuador <fiscal_localizations/ecuador>`
- :doc:`Egypt <fiscal_localizations/egypt>`
- Equatorial Guinea
- Estonia
- Ethiopia
- Finland
- :doc:`France <fiscal_localizations/france>`
- Gabon
- :doc:`Germany <fiscal_localizations/germany>`
- Guinea
- Greece
- Guatemala
- Guinea-Bissau
- Honduras
- :doc:`Hong Kong <fiscal_localizations/hong_kong>`
- Hungary
- :doc:`India <fiscal_localizations/india>`
- :doc:`Indonesia <fiscal_localizations/indonesia>`
- :doc:`Italy <fiscal_localizations/italy>`
- Ivory Coast
- Japan
- Jordan
- Kazakhstan
- :doc:`Kenya <fiscal_localizations/kenya>`
- Kuwait
- Latvia
- Lithuania
- :doc:`Luxembourg <fiscal_localizations/luxembourg>`
- Mali
- Malta
- Mauritius
- :doc:`Malaysia <fiscal_localizations/malaysia>`
- :doc:`Mexico <fiscal_localizations/mexico>`
- Mongolia
- Morocco
- Mozambique
- :doc:`Netherlands <fiscal_localizations/netherlands>`
- :doc:`New Zealand <fiscal_localizations/new_zealand>`
- Niger
- Nigeria
- Norway
- Pakistan
- Panama
- :doc:`Peru <fiscal_localizations/peru>`
- :doc:`Philippines <fiscal_localizations/philippines>`
- Poland
- Portugal
- Qatar
- :doc:`Romania <fiscal_localizations/romania>`
- Rwanda
- :doc:`Saudi Arabia <fiscal_localizations/saudi_arabia>`
- Senegal
- Serbia
- :doc:`Singapore <fiscal_localizations/singapore>`
- Slovakia
- Slovenia
- South Africa
- :doc:`Spain <fiscal_localizations/spain>`
- Sweden
- :doc:`Switzerland <fiscal_localizations/switzerland>`
- Taiwan
- Tanzania
- :doc:`Thailand <fiscal_localizations/thailand>`
- Tunisia
- Türkiye
- Uganda
- Ukraine
- :doc:`United Arab Emirates <fiscal_localizations/united_arab_emirates>`
- :doc:`United Kingdom <fiscal_localizations/united_kingdom>`
- :doc:`United States of America <fiscal_localizations/united_states>`
- :doc:`Uruguay <fiscal_localizations/uruguay>`
- Venezuela
- :doc:`Vietnam <fiscal_localizations/vietnam>`
- Zambia
- Germany SKR03 - Accounting
- Germany SKR04 - Accounting
- Greece - Accounting
- Guatemala - Accounting
- Honduras - Accounting
- :doc:`Hong Kong - Accounting <fiscal_localizations/hong_kong>`
- Hungarian - Accounting
- :doc:`Indian - Accounting <fiscal_localizations/india>`
- :doc:`Indonesian - Accounting <fiscal_localizations/indonesia>`
- Ireland - Accounting
- Israel - Accounting
- :doc:`Italy - Accounting <fiscal_localizations/italy>`
- Japan - Accounting
- :doc:`Kenya - Accounting <fiscal_localizations/kenya>`
- Lithuania - Accounting
- :doc:`Luxembourg - Accounting <fiscal_localizations/luxembourg>`
- :doc:`Malaysia - Accounting <fiscal_localizations/malaysia>`
- Maroc - Accounting
- :doc:`Mexico - Accounting <fiscal_localizations/mexico>`
- Mongolia - Accounting
- :doc:`Netherlands - Accounting <fiscal_localizations/netherlands>`
- :doc:`New Zealand - Accounting <fiscal_localizations/new_zealand>`
- Norway - Accounting
- OHADA - Accounting
- Pakistan - Accounting
- Panama - Accounting
- :doc:`Peru - Accounting <fiscal_localizations/peru>`
- :doc:`Philippines - Accounting <fiscal_localizations/philippines>`
- Poland - Accounting
- Portugal - Accounting
- :doc:`Romania - Accounting <fiscal_localizations/romania>`
- :doc:`Saudi Arabia - Accounting <fiscal_localizations/saudi_arabia>`
- :doc:`Singapore - Accounting <fiscal_localizations/singapore>`
- Slovak - Accounting
- Slovenian - Accounting
- South Africa - Accounting
- :doc:`Spain - Accounting (PGCE 2008) <fiscal_localizations/spain>`
- Sweden - Accounting
- :doc:`Switzerland - Accounting <fiscal_localizations/switzerland>`
- Taiwan - Accounting
- :doc:`Thailand - Accounting <fiscal_localizations/thailand>`
- Turkey - Accounting
- :doc:`United Arab Emirates - Accounting <fiscal_localizations/united_arab_emirates>`
- :doc:`UK - Accounting <fiscal_localizations/united_kingdom>`
- Ukraine - Accounting
- :doc:`United States - Accounting <fiscal_localizations/united_states>`
- :doc:`Uruguay - Accounting <fiscal_localizations/uruguay>`
- Venezuela - Accounting
- :doc:`Vietnam - Accounting <fiscal_localizations/vietnam>`
.. seealso::
:doc:`Employment Hero Payroll documentation <fiscal_localizations/employment_hero>`
.. toctree::
:titlesonly:

View File

@ -619,9 +619,9 @@ document, an automatic validation can be set in :menuselection:`Accounting --> S
Argentinean Localization --> Validate document in the AFIP`, considering the following levels:
- :guilabel:`Not available:` the verification is not done (this is the default value);
- :guilabel:`Available:` the verification is done. In case the number is not valid it, only displays
- :guilabel:`Available:` the verification is done. In case the number is not valid, it only displays
a warning but still allows the vendor bill to be posted;
- :guilabel:`Required:` the verification is done and it does not allow the user to post the vendor
- :guilabel:`Required:` the verification is done, and it does not allow the user to post the vendor
bill if the document number is not valid.
.. image:: argentina/verify-vendor-bills.png

View File

@ -449,8 +449,9 @@ This government-certified system entails the use of a :ref:`certified POS system
Certified POS system
--------------------
The Odoo POS system is certified for the major versions of databases hosted on **Odoo Online** and
**Odoo.sh**. Please refer to the following table to ensure that your POS system is certified.
The Odoo POS system is certified for the major versions of databases hosted on **Odoo Online**,
**Odoo.sh**, and **On-Premise**. Please refer to the following table to ensure that your POS system
is certified.
.. list-table::
:header-rows: 1
@ -460,22 +461,26 @@ The Odoo POS system is certified for the major versions of databases hosted on *
- Odoo Online
- Odoo.sh
- On-Premise
* - Odoo 18.0
- Certified
- Certified
- Certified
* - Odoo 17.0
- Certified
- Certified
- Not certified
- Certified
* - Odoo 16.0
- Certified
- Certified
- Not certified
- Certified
* - Odoo 15.0
- Certified
- Certified
- Not certified
- Certified
* - Odoo 14.0
- Certified
- Certified
- Not certified
- Certified
.. seealso::
:doc:`/administration/supported_versions`

View File

@ -24,6 +24,17 @@ with AvaTax.
The localization also includes taxes and a chart of accounts template that can be modified if
needed.
.. seealso::
Links to helpful resources for the Brazilian localization, including onboarding materials and
videos:
- `Onboarding checklist for new users
<https://docs.google.com/document/d/e/2PACX-1vSNYTYVnR_BzvQKL3kn5YdVzPjjHc-WHw_U3udk5tz_dJXo69woj9QrTMinH_siyOX2rLGjvspvc8AF/pub>`_.
- `YouTube playlist - Brazil (Localization)
<https://youtube.com/playlist?list=PL1-aSABtP6ADqexw4YNCbKPmpFggajxlX&si=RgmZR3Jco3223Np4>`_.
- `YouTube playlist - Tutoriais Odoo em Português
<https://youtube.com/playlist?list=PL1-aSABtP6ACGOW2UREePGjHQ2Bgdy-UZ&si=j6tiI36eB7BoKVQB>`_.
Configuration
=============
@ -136,6 +147,7 @@ Correction letter, Invalidate invoice number range), an API call is made using c
.. note::
- Odoo is a certified partner of Avalara Brazil.
- You can `buy IAP credit on odoo.com <https://iap.odoo.com/iap/in-app-services/819>`_.
- On creation, new databases receive 500 free credits.
Credential configuration
~~~~~~~~~~~~~~~~~~~~~~~~

View File

@ -139,7 +139,7 @@ Positions`.
The following fiscal positions are available by default:
- :guilabel:`Alberta (AB)`
- :guilabel:`British Colombia (BC)`
- :guilabel:`British Columbia (BC)`
- :guilabel:`Manitoba (MB)`
- :guilabel:`New Brunswick (NB)`
- :guilabel:`Newfoundland and Labrador (NL)`

View File

@ -39,12 +39,9 @@ localization.
- Adds the *Propuesta F29* and *Balance Tributario (8 columnas)* reports.
* - :guilabel:`Chile - E-invoicing`
- `l10n_cl_edi`
- Includes all technical and functional requirements to generate and receive electronic
invoices online based on the :abbr:`SII (Servicio de Impuestos Internos)` regulations.
* - :guilabel:`Chile - Electronic Receipt`
- `l10n_cl_boletas`
- Includes all technical and functional requirements to generate and receive electronic
invoices digitally based on the :abbr:`SII (Servicio de Impuestos Internos)` regulations.
- 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.
* - :guilabel:`Electronic Exports of Goods for Chile`
- `l10n_cl_edi_exports`
- Includes technical and functional requirements to generate electronic invoices for exporting

View File

@ -3,23 +3,38 @@ Colombia
========
.. |DIAN| replace:: :abbr:`DIAN (Dirección de Impuestos y Aduanas Nacionales)`
.. |NIT| replace:: :abbr:`NIT (El Número de Identificación Tributaria)`
Odoo's Colombian localization package provides accounting, fiscal, and legal features for databases
in Colombia such as chart of accounts, taxes, and electronic invoicing.
in Colombia - such as chart of accounts, taxes, and electronic invoicing. The localization has the
following `prerequisites
<https://micrositios.dian.gov.co/sistema-de-facturacion-electronica/que-requieres-para-factura-electronicamente/>`_
when using the `DIAN Own Software
<https://micrositios.dian.gov.co/sistema-de-facturacion-electronica/como-puedes-facturar-electronicamente/>`_
solution with Odoo:
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.
- Be registered in the `RUT
<https://www.dian.gov.co/tramitesservicios/tramites-y-servicios/tributarios/Paginas/RUT.aspx>`_
(Registro Único Tributario) with a valid |NIT|.
- Have a valid digital signature certificate `approved by the ONAC
<https://onac.org.co/directorio-de-acreditados/>`_.
- `Register and get enabled
<https://micrositios.dian.gov.co/sistema-de-facturacion-electronica/proceso-de-registro-y-habilitacion-como-facturador-electronico/>`_
by completing the certification process required by the |DIAN|.
.. seealso::
`Smart Tutorial - Colombian Localization
<https://www.odoo.com/slides/smart-tutorial-localizacion-de-colombia-132>`_.
- For more information on how to complete the certification process for the |DIAN| module, review
the following `webinar <https://www.youtube.com/watch?v=l0G6iDc7NQA>`_.
- `Smart Tutorial - Colombian Localization
<https://www.odoo.com/slides/smart-tutorial-localizacion-de-colombia-132>`_.
.. _colombia/configuration:
.. _localization/colombia/configuration:
Configuration
=============
.. _localization/colombia/modules:
Modules installation
--------------------
@ -38,155 +53,148 @@ localization:
- Default :ref:`fiscal localization package <fiscal_localizations/packages>`. This module adds
the base accounting features for the Colombian localization: chart of accounts, taxes,
withholdings, and identification document type.
* - :guilabel:`Electronic invoicing for Colombia with DIAN`
- `l10n_co_dian`
- 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.
* - :guilabel:`Colombian - Accounting Reports`
- `l10n_co_reports`
- Includes accounting reports for sending certifications to suppliers for withholdings applied.
- This module includes accounting reports for sending certifications to suppliers for
withholdings applied.
* - :guilabel:`Electronic invoicing for Colombia with Carvajal`
- `l10n_co_edi`
- 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.
- 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.
* - :guilabel:`Colombian - Point of Sale`
- `l10n_co_pos`
- Includes Point of Sale receipts for Colombian localization.
- This module includes **Point of Sale** receipts for Colombian localization.
.. note::
When `Colombia` is selected for a company's :guilabel:`Fiscal Localization`, Odoo automatically
installs certain modules.
.. _localization/colombia/configuration/company:
Company configuration
---------------------
Company information
-------------------
To configure your company information, go to the :menuselection:`Contacts` app, and search for your
company.
To configure your company information:
Alternatively, activate :ref:`developer mode <developer-mode>` and navigate to
:menuselection:`General Setting --> Company --> Update Info --> Contact`. Then, edit the contact
form and configure the following information:
#. Access your company's contact form:
- :guilabel:`Company Name`.
- :guilabel:`Address`: Including :guilabel:`City`, :guilabel:`Department` and :guilabel:`ZIP` code.
- :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 (`-`).
- Go to the :guilabel:`Contacts` app and search for your company or;
- Go to the :guilabel:`Settings` app, activate the :ref:`developer mode <developer-mode>`, and in
the :guilabel:`Companies` section, click :guilabel:`Update Info`. Then, in the
:guilabel:`Contact` field, click on the company name.
Next, configure the :guilabel:`Fiscal Information` in the :guilabel:`Sales & Purchase` tab:
#. Configure the following information:
- :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).
- :guilabel:`Gran Contribuyente`: If the company is *Gran Contribuyente* this option should be
selected.
- :guilabel:`Fiscal Regimen`: Select the Tribute Name for the company (`IVA`, `INC`, `IVA e INC`,
or `No Aplica`)
- :guilabel:`Commercial Name`: If the company uses a specific commercial name, and it needs to be
displayed in the invoice.
- :guilabel:`Company Name`.
- :guilabel:`Address`: Including :guilabel:`City`, :guilabel:`Department`, and :guilabel:`ZIP`
code.
- :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 (`-`).
Carjaval credentials configuration
----------------------------------
#. Go to the :guilabel:`Sales & Purchase` tab and configure the :guilabel:`Fiscal Information`:
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:
- :guilabel:`Username` and :guilabel:`Password`: Username and password (provided by Carvajal) to the
company.
- :guilabel:`Company Registry`: Company's NIT number *without* the verification code.
- :guilabel:`Account ID`: Company's NIT number followed by `_01`.
- :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.
Enable the :guilabel:`Test mode` checkbox to connect with the Carvajal testing environment.
Once Odoo and Carvajal are fully configured and ready for production, deactivate the :guilabel:`Test
mode` checkbox to use the production database.
.. image:: colombia/carvajal-configuration.png
:align: center
:alt: Configure credentials for Carvajal web service in Odoo.
.. important::
:guilabel:`Test mode` must **only** be used on duplicated databases, **not** the production
environment.
Report data configuration
-------------------------
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.
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.
- :guilabel:`Gran Contribuyente`
- :guilabel:`Tipo de Régimen`
- :guilabel:`Retenedores de IVA`
- :guilabel:`Autorretenedores`
- :guilabel:`Resolución Aplicable`
- :guilabel:`Actividad Económica`
- :guilabel:`Bank Information`
.. _colombia/master-data:
Master data configuration
-------------------------
Partner
~~~~~~~
Partner contacts can be created in the *Contacts* app. To do so, navigate to
:menuselection:`Contacts`, and click the :guilabel:`Create` button.
Then, name the contact, and using the radio buttons, select the contact type, either
:guilabel:`Individual` or :guilabel:`Company`.
Complete the full :guilabel:`Address`, including the :guilabel:`City`, :guilabel:`State`, and
:guilabel:`ZIP` code. Then, complete the identification and fiscal information.
Identification information
**************************
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.
- :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).
- :guilabel:`Gran Contribuyente`: If the company is *Gran Contribuyente*, enable this option.
- :guilabel:`Fiscal Regimen`: Select the Tribute Name for the company (:guilabel:`IVA`,
:guilabel:`INC`, :guilabel:`IVA e INC`, or :guilabel:`No Aplica`)
- :guilabel:`Commercial Name`: If the company uses a specific commercial name and it needs to be
displayed in the invoice.
.. tip::
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
(`-`)*.
The data configured in the :guilabel:`Fiscal Information` section is printed in the valid fiscal
PDF reports.
Fiscal information
******************
.. _localization/colombia/einvoice-configuration:
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|.
Electronic invoicing credentials and |DIAN| environment
-------------------------------------------------------
The required fields can be found under :menuselection:`Partner --> Sales & Purchase Tab --> Fiscal
Information section`:
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:
- :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).
- :guilabel:`Gran Contribuyente`: If the company is *Gran Contribuyente* this option should be
selected.
- :guilabel:`Fiscal Regimen`: Select the tribute name for the company (`IVA`, `INC`, `IVA e INC`, or
`No Aplica`)
- :guilabel:`Commercial Name`: If the company uses a specific commercial name, and it needs to be
displayed in the invoice.
#. Select :guilabel:`DIAN: Free Service` as the :guilabel:`Electronic Invoicing Provider`.
#. 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:
- :guilabel:`Software Mode`: the type of document to be generated with the operation mode.
- :guilabel:`Software ID`: the ID generated by |DIAN| for the specific operation mode.
- :guilabel:`Software PIN`: the PIN selected in the operation mode configuration in the |DIAN|
portal.
- :guilabel:`Testing ID`: the testing ID generated by |DIAN| and obtained after testing the
operation mode.
#. Configure the available :guilabel:`Certificates` to sign the electronic documents. Click
:guilabel:`Add a line`, then fill in the fields:
- :guilabel:`Name`: the name of the certificate.
- :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`.
.. image:: colombia/dian-credentials-configuration.png
:alt: Colombian electronic invoicing credentials configured.
#. Configure the |DIAN| environment; the |DIAN| electronic invoicing module offers three different
|DIAN| environments to connect with:
- **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.
- **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.
- **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.
.. note::
In a multi-company database, each company can have its own certificate.
.. seealso::
For electronic invoicing configurations using the Carvajal solution, review the following video:
`Configuración de Facturación Electrónica - Localización de Colombia
<https://www.youtube.com/watch?v=bzweMwTEbfY&list=PL1-aSABtP6ABxZshems3snMjx7bj_7ZsZ&index=3>`_.
.. _localization/colombia/master-data:
Master data
-----------
.. _localization/colombia/contacts:
Contacts
~~~~~~~~
Configure the following fields on the :doc:`contact form <../../essentials/contacts>`:
- :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 (`-`).
- :ref:`Fiscal Information fields <localization/colombia/configuration/company>` in the
:guilabel:`Sales & Purchase` tab.
.. _localization/colombia/products:
Products
~~~~~~~~
To manage products, navigate to :menuselection:`Accounting --> Customers --> Products`, then click
on a product.
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.
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.
.. _localization/colombia/taxes:
Taxes
~~~~~
@ -194,91 +202,103 @@ Taxes
To create or modify taxes, go to :menuselection:`Accounting --> Configuration --> Taxes`, and select
the related tax.
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.
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.
.. image:: colombia/retention-tax-types.png
:align: center
:alt: The ICA, IVA and Fuente fields in the Advanced Options tab in Odoo.
.. image:: colombia/dian-taxes-configuration.png
:alt: Specific tax configurations per DIAN regulations.
.. _co-journals:
.. _localization/colombia/co-journals:
Sales journals
~~~~~~~~~~~~~~
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,
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.
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:
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:
- :guilabel:`Electronic invoicing`: Enable :guilabel:`UBL 2.1 (Colombia)`.
- :guilabel:`Invoicing Resolution`: Resolution number issued by |DIAN| to the company.
- :guilabel:`Resolution Date`: Initial effective date of the resolution.
- :guilabel:`Resolution end date`: End date of the resolution's validity.
- :guilabel:`Range of Numbering (minimum)`: First authorized invoice number.
- :guilabel:`Range of Numbering (maximum)`: Last authorized invoice number.
- :guilabel:`Electronic invoicing`: enable UBL 2.1 (Colombia).
- :guilabel:`Invoicing Resolution`: resolution number issued by |DIAN| to the company via their test
set.
- :guilabel:`Resolution Date`: initial effective date of the resolution.
- :guilabel:`Resolution End Date`: end date of the resolution's validity.
- :guilabel:`Range of Numbering (minimum)`: first authorized invoice number.
- :guilabel:`Range of Numbering (maximum)`: last authorized invoice number.
- :guilabel:`Technical Key`: control key received from the |DIAN| portal test set or from their web
service in case of the production environment.
.. note::
The sequence and resolution of the journal **must** match the one configured in Carvajal and the
|DIAN|.
When the database is configured for the :ref:`production environment
<localization/colombia/einvoice-configuration>`, instead of configuring these fields manually,
click the :guilabel:`Reload DIAN configuration` button to obtain the |DIAN| resolution information
from the |DIAN| web service.
Invoice sequence
****************
.. image:: colombia/reload-dian-configuration-button.png
:alt: Reload DIAN configuration button in sale journals.
The invoice sequence and prefix **must** be correctly configured when the first document is created.
.. important::
- The short code and resolution of the journal **must** match the ones received in the |DIAN|
portal test set or from the MUISCA portal.
- The :ref:`invoice sequence and prefix <localization/colombia/invoice-creation>` **must** be
correctly configured when the first invoice is created. Odoo automatically assigns a prefix
and sequence to the following invoices.
.. note::
Odoo automatically assigns a prefix and sequence to the following invoices.
.. _localization/colombia/purchase-journals:
Purchase journals
*****************
~~~~~~~~~~~~~~~~~
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 <co-journals>`.
Odoo. The process is similar to the configuration of the :ref:`sales journals
<localization/colombia/co-journals>`.
.. seealso::
For more information on support document journals using the Carvajal solution, review the
`Documento Soporte - Localización de Colombia video
<https://www.youtube.com/watch?v=UmYsFcD7xzE&list=PL1-aSABtP6ABxZshems3snMjx7bj_7ZsZ&index=8>`_.
.. _localization/colombia/chart-of-accounts:
Chart of accounts
*****************
~~~~~~~~~~~~~~~~~
The :doc:`chart of accounts </applications/finance/accounting/get_started/chart_of_accounts>` is
installed by default as part of the localization module, the accounts are mapped automatically in
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).
.. _colombia/workflows:
.. _localization/colombia/workflows:
Main workflows
==============
.. _localization/colombia/electronic-invoices:
Electronic invoices
-------------------
The following is a breakdown of the main workflow for electronic invoices with the Colombian
localization:
#. Sender creates an invoice.
#. Electronic invoice provider generates the legal XML file.
#. Electronic invoice provider creates the CUFE (Invoice Electronic Code) with the electronic
signature.
#. Electronic invoice provider sends a notification to |DIAN|.
#. The user creates an invoice.
#. Odoo generates the legal XML file.
#. Odoo generates the CUFE (Invoice Electronic Code) with the electronic signature.
#. Odoo sends a notification to DIAN.
#. |DIAN| validates the invoice.
#. |DIAN| accepts or rejects the invoice.
#. Electronic invoice provider generates the PDF invoice with a QR code.
#. Electronic invoice provider sends invoice to the acquirer.
#. Acquirer sends a receipt of acknowledgement, and accepts or rejects the invoice.
#. Sender downloads a :file:`.zip` file with the PDF and XML.
#. Odoo generates the PDF invoice with a QR code.
#. 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.
#. The user sends the invoice (:file:`.zip` file) via Odoo to the acquirer.
.. image:: colombia/workflow-electronic-invoice.png
:align: center
:alt: Electronic invoice workflow for Colombian localization.
.. _colombia/invoice-creation:
.. _localization/colombia/invoice-creation:
Invoice creation
~~~~~~~~~~~~~~~~
@ -287,58 +307,62 @@ Invoice creation
The functional workflow taking place before an invoice validation does **not** alter the main
changes introduced with the electronic invoice.
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:
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:
- :guilabel:`Customer`: Customer's information.
- :guilabel:`Journal`: Journal used for electronic invoices.
- :guilabel:`Customer`: customer's information.
- :guilabel:`Journal`: journal used for electronic invoices.
- :guilabel:`Electronic Invoice Type`: Select the type of document. By default, :guilabel:`Factura
de Venta` is selected.
- :guilabel:`Invoice Lines`: Specify the products with the correct taxes.
.. important::
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`.
For example, format the sequence from `SETP/2024/00001` to `SETP1`.
When done, click :guilabel:`Confirm`.
.. _colombia/invoice-validation:
.. _localization/colombia/send-electronic-invoice:
Invoice validation
~~~~~~~~~~~~~~~~~~
Electronic invoice sending
~~~~~~~~~~~~~~~~~~~~~~~~~~
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.
After the :ref:`invoice confirmation <localization/colombia/invoice-creation>`, 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:
.. image:: colombia/invoice-sent.png
:align: center
:alt: Carvajal XML invoice file in Odoo chatter.
- The XML document is created.
- The CUFE is generated.
- The XML is processed synchronously by the |DIAN|.
- If accepted, the file is displayed in the chatter and the email to the client with the
corresponding :file:`.zip` file.
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.
.. image:: colombia/zip-xml-chatter-colombia.png
:alt: EDI documents available in the chatter.
.. _colombia/invoice-xml:
The :guilabel:`DIAN` tab then displays the following:
Reception of legal XML and PDF
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
- :guilabel:`Signed Date`: timestamp recorded of the XML creation.
- :guilabel:`Status`: Status result obtained in the |DIAN| response. If the invoice was
rejected, the error messages can be seen here.
- :guilabel:`Testing Environment`: To know if the document sent was delivered to the |DIAN| testing
environment.
- :guilabel:`Certification Process`: To know if the document was sent as part of the certification
process with the |DIAN|.
- :guilabel:`Download`: To download the sent XML file, even if the |DIAN| result was
rejected.
- :guilabel:`Fetch Attached Document`: To download the generated attached document file included in
the delivered :file:`.zip` file to the client.
The electronic invoice vendor (Carvajal) receives the XML file, and proceeds to validate its
structure and information.
.. image:: colombia/dian-tab-electronic-document.png
:alt: EDI document record available in DIAN tab.
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`.
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:
.. image:: colombia/invoice-zip.png
:align: center
:alt: ZIP file displayed in the invoice chatter in Odoo.
The electronic invoice status changes to :guilabel:`Accepted`.
.. _localization/colombia/credit-notes:
Credit notes
------------
@ -364,6 +388,8 @@ an invoice, go to :menuselection:`Accounting --> Customers --> Invoices`. On the
Once reviewed, click the :guilabel:`Reverse` button.
.. _localization/colombia/debit-notes:
Debit notes
-----------
@ -380,6 +406,8 @@ invoice, go to :menuselection:`Accounting --> Customers --> Invoices`. On the in
When done, click :guilabel:`Create Debit Note`.
.. _localization/colombia/support-document:
Support document for vendor bills
---------------------------------
@ -397,26 +425,34 @@ Support documents for vendor bills can be created from your purchase order or ma
Once reviewed, click the :guilabel:`Confirm` button. Upon confirmation, an XML file is created and
automatically sent to Carvajal.
.. _colombia/common-errors:
.. _localization/colombia/common-errors:
Common errors
-------------
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.
During the XML validation, the most common errors are related to missing :ref:`master data
<localization/colombia/master-data>`. In such cases, a validation error message is displayed and
sending is blocked.
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.
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.
.. image:: colombia/xml-validation-error.png
:alt: XML validation errors shown in the invoice chatter in Odoo.
.. image:: colombia/rejected-invoice-error-message.png
:alt: Example of error messages on rejected invoices.
.. _colombia/reports:
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 <localization/colombia/send-electronic-invoice>`
flow.
.. _localization/colombia/reports:
Financial reports
=================
.. _localization/colombia/certificado-ica:
Certificado de Retención en ICA
-------------------------------
@ -424,10 +460,14 @@ This report is a certification to vendors for withholdings made for the Colombia
Commerce (ICA) tax. The report can be found under :menuselection:`Accounting --> Reporting -->
Colombian Statements --> Certificado de Retención en ICA`.
.. image:: colombia/ica-report.png
:align: center
Click the :icon:`fa-cog` :guilabel:`(gear)` icon to display options to :guilabel:`Download Excel`
and :guilabel:`Copy to Documents`.
.. image:: colombia/retencion-ica-dian.png
:alt: Certificado de Retención en ICA report in Odoo Accounting.
.. _localization/colombia/certificado-iva:
Certificado de Retención en IVA
-------------------------------
@ -435,10 +475,14 @@ This report issues a certificate on the amount withheld from vendors for VAT wit
can be found under :menuselection:`Accounting --> Reporting --> Colombian Statements --> Certificado
de Retención en IVA`.
.. image:: colombia/iva-report.png
:align: center
Click the :icon:`fa-cog` :guilabel:`(gear)` icon to display options to :guilabel:`Download Excel`
and :guilabel:`Copy to Documents`.
.. image:: colombia/retencion-iva-dian.png
:alt: Certificado de Retención en IVA report in Odoo Accounting.
.. _localization/colombia/certificado-fuente:
Certificado de Retención en la Fuente
-------------------------------------
@ -446,6 +490,8 @@ This certificate is issued to partners for the withholding tax that they have ma
be found under :menuselection:`Accounting --> Reporting --> Colombian Statements --> Certificado de
Retención en Fuente`.
.. image:: colombia/fuente-report.png
:align: center
Click the :icon:`fa-cog` :guilabel:`(gear)` icon to display options to :guilabel:`Download Excel`
and :guilabel:`Copy to Documents`.
.. image:: colombia/retencion-fuente-dian.png
:alt: Certificado de Retención en Fuente report in Odoo Accounting.

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@ -38,7 +38,7 @@ Configuration
:ref:`Malaysia <malaysia/employment-hero>`,
:ref:`New Zealand <new-zealand/employment-hero>`,
:ref:`Singapore <singapore/employment-hero>`,
and the :ref:`United Kingdom <united-kingdom/employment-hero>`.
and the :ref:`United Kingdom <localization/united-kingdom/employment-hero>`.
- You can find the **Business ID** in the Employment Hero URL. (i.e., `189241`)

View File

@ -2,7 +2,7 @@
France
======
.. _france/fec:
.. _localization/france/fec:
FEC - Fichier des Écritures Comptables
======================================
@ -14,7 +14,9 @@ arranged in chronological order.
Since January 1st, 2014, every French company is required to produce and transmit this file upon
request by the tax authorities for audit purposes.
FEC Import
.. _localization/france/fec-import:
FEC import
----------
To make the onboarding of new users easier, Odoo Enterprise's French :ref:`fiscal localization
@ -34,6 +36,8 @@ click on *Import*.
year, you might need to cancel those entries in the User Interface. Odoo makes those entries
(RAN) useless.
.. _localization/france/fec-file:
File formats
~~~~~~~~~~~~
@ -52,6 +56,8 @@ Our module expects the files to meet the following technical specifications:
- **Line terminators**: both CR+LF (`\\r\\n`) and LF (`\\n`) character groups are supported.
- **Date format**: `%Y%m%d`
.. _localization/france/fec-fields:
Fields description and use
~~~~~~~~~~~~~~~~~~~~~~~~~~
@ -115,6 +121,8 @@ These two fields can be found in place of the others in the sence above.
| | | or "D" for Debit | or `move_line.credit` | |
+----+---------------+--------------------------------------+-----------------------------------+-----------------+
.. _localization/france/fec-implementation:
Implementation details
~~~~~~~~~~~~~~~~~~~~~~
@ -130,12 +138,16 @@ header.
If the check passes, then the file is read in full, kept in memory, and scanned. Accounting entities
are imported one type at a time, in the following order.
.. _localization/france/fec-accounts:
Accounts
********
Every accounting entry is related to an account, which should be determined by the field
`CompteNum`.
.. _localization/france/fec-code-matching:
Code matching
*************
@ -153,6 +165,8 @@ the first six digits of the codes.
The account code `65800000` in the file is matched against an existing `658000` account in Odoo,
and that account is used instead of creating a new one.
.. _localization/france/fec-reconcilable-flag:
Reconcilable flag
*****************
@ -166,7 +180,9 @@ reconciled with another one.
with a payment that hasn't yet been recorded, this isn't a problem anyway; the account is
flagged as reconcilable as soon as the import of the move lines requires it.
Account type and Templates matching
.. _localization/france/fec-account-type-template-matching:
Account type and templates matching
***********************************
As the **type** of the account is not specified in the FEC format, **new** accounts are created
@ -190,6 +206,8 @@ The match is done with the left-most digits, starting by using all digits, then
The type of the account is then flagged as *payable* and *reconcilable* as per the account template.
.. _localization/france/fec-journals:
Journals
********
@ -206,6 +224,8 @@ New journals have their name prefixed by the string ``FEC-``.
The journals are *not* archived, the user is entitled to handle them as he wishes.
.. _localization/france/fec-journal-type:
Journal type determination
**************************
@ -249,6 +269,8 @@ moves and accounts:
The journal `type` would be `bank`, because the bank moves percentage (75%) exceeds the threshold
(70%).
.. _localization/france/fec-partners:
Partners
********
@ -265,6 +287,8 @@ Each partner keeps its `Reference` from the field `CompAuxNum`.
partner entries may be merged by the user, with assistance from the system that groups them by
similar entries.
.. _localization/france/fec-moves:
Moves
*****
@ -274,6 +298,8 @@ do the matching between the entries themselves.
The `EcritureNum` field represents the name of the moves. We noticed that sometimes it may not be
filled out. In this case, the field `PieceRef` is used.
.. _localization/france/fec-rounding:
Rounding issues
***************
@ -284,6 +310,8 @@ targeting the accounts:
- `658000` Charges diverses de gestion courante, for added debits
- `758000` Produits divers de gestion courante, for added credits
.. _localization/france/fec-missing-move-name:
Missing move name
*****************
@ -302,12 +330,16 @@ each different combination of journal and date creates a new move.
Should this attempt fail, the user is prompted an error message with all the move lines that are
supposedly unbalanced.
.. _localization/france/fec-partner-info:
Partner information
*******************
If a line has the partner information specified, the information is copied to the accounting move
itself if the targeted Journal is of type *payable* or *receivable*.
.. _localization/france/fec-partner-info-export:
Export
------
@ -327,7 +359,9 @@ France --> FEC`.
- `Test-Compta-Demat (Official FEC Testing tool)
<https://github.com/DGFiP/Test-Compta-Demat>`_
French Accounting Reports
.. _localization/france/accounting-reports:
French accounting reports
=========================
If you have installed the French Accounting, you will have access to some accounting reports
@ -337,6 +371,103 @@ specific to France:
- Compte de résultats
- Plan de Taxes France
.. _localization/france/liasse-fiscale:
Liasse fiscale
==============
The *liasse fiscale* (tax returns) is a collection of standardized financial documents that
businesses must submit annually to the tax authorities. It comprehensively summarizes the companys
financial activities and determines corporate taxes.
`Teledec <https://www.teledec.fr>`_ is a platform used to prepare and submit tax returns using data
from accounting records. To synchronize your accounting data stored in Odoo with Teledec and
electronically send your company's *liasse fiscale* to the DGFiP (Direction Générale des Finances
Publiques), follow these steps:
#. :ref:`localization/france/teledec-account`
#. :ref:`localization/france/teledec-registration`
#. :ref:`localization/france/teledec-synchronization`
.. _localization/france/teledec-account:
Teledec account creation
------------------------
To create a Teledec account, access the `Teledec account creation page <https://www.teledec.fr/s-enregistrer>`_
and fill in the :guilabel:`Adresse e-mail` field with an email address. Choose a secure password,
accept the general terms and conditions by checking the box, and click :guilabel:`S'enregistrer` to
save. Then, enter the :abbr:`SIREN (Système d'identification du répertoire des entreprises,
Business Directory Identification System)` number of the company.
.. note::
If the account has already been created, click :guilabel:`Déjà enregistré?` (Already registered).
.. _localization/france/teledec-registration:
Company registration and fiscal year information
------------------------------------------------
To register the company on Teledec, go to :guilabel:`Vos entreprises` (Your companies) and click
:guilabel:`Enregistrer votre entreprise` (Register your company). Make sure to fill in the following
company information in the :guilabel:`Coordonnées de l'entreprise` (Company's details) and
:guilabel:`Représentant légal` (Legal representative) sections:
- :guilabel:`Nom de l'entreprise`: Company's name.
- :guilabel:`Forme juridique`: Select the company's legal form.
- :guilabel:`Les comptes sont clôturés le`: Closing date.
- :guilabel:`Régime d'imposition, choix de la liasse`: Select the Tax scheme and tax return option.
- :guilabel:`Adresse du siège social`: Head office address.
- :guilabel:`Nom du représentant légal`: Legal representative's name.
- :guilabel:`Agissant en qualité de`: Legal representative's function.
- :guilabel:`Numéro de téléphone`: Phone number.
Click :guilabel:`Sauvegarder` (Save) to display the next step
:guilabel:`Informations générales sur l'exercice déclaré` (General information about the declared
fiscal year). Then, fill in information on the financial year, such as the fiscal year start and end
dates or the closing date and duration of the previous fiscal period. After saving, the list of
documents included in the *liasse fiscale* is displayed, including both standard tax forms and
those customized for the companys tax return.
.. tip::
- The :guilabel:`Etat` (Status) column shows the progress of the document filing.
- Click :guilabel:`Compléter` to fill out a document, then :guilabel:`Sauvegarder` to save.
- To print a blank version of the declaration, click :guilabel:`Imprimer la déclaration` and
select the :guilabel:`Imprimer la déclaration avec les notices` option.
.. _localization/france/teledec-synchronization:
Odoo synchronization
--------------------
To enable Odoo to automatically fill in the data for the :guilabel:`Liasse fiscale`, click
:guilabel:`Autres actions` (Other actions) in the top-right corner and select
:guilabel:`Synchroniser avec un logiciel tiers` (Synchronize with third-party software), then
:guilabel:`Synchroniser cette liasse avec Odoo` (Synchronize this *liasse* with Odoo).
In the :guilabel:`Synchroniser cette liasse avec Odoo` window, fill in the following
information to complete the synchronization:
- :guilabel:`Nom / URL complète de la base de données ODOO`: Odoo database name or URL. To provide
the full URL of the database, enable :guilabel:`Je voudrais donner une url complète hors .odoo.com`
option.
- :guilabel:`Nom de l'utilisateur`: User name associated with the Odoo account.
- :guilabel:`Clé API`: :ref:`API key <api/external_api/keys>` generated by the Odoo instance.
Next, click :guilabel:`Importer` to synch data from Odoo. In the
:guilabel:`Confirmation de la synchronisation de liasse avec Odoo` window, review the amounts and
make any necessary changes. Then click :guilabel:`Importer la balance` to confirm the
synchronization of the *liasse fiscale* with Odoo and import the balance.
.. important::
Clicking :guilabel:`Importer la balance` may overwrite or alter any manual updates made
previously.
To make payment and send the declaration to the tax authorities, click :guilabel:`Paiement & envoi
de la déclaration`.
.. _localization/france/anti-fraud:
Get the VAT anti-fraud certification with Odoo
==============================================
@ -346,6 +477,8 @@ concerning the inalterability, security, storage and archiving of sales data.
These legal requirements are implemented in Odoo, version 9 onward,
through a module and a certificate of conformity to download.
.. _localization/france/anti-fraud-software:
Is my company required to use anti-fraud software?
--------------------------------------------------
@ -358,6 +491,8 @@ Odoo (CGI art. 286, I. 3° bis) if:
This rule applies to any company size. Auto-entrepreneurs are exempted from
VAT and therefore are not affected.
.. _localization/france/anti-fraud-odoo-certification:
Get certified with Odoo
-----------------------
@ -400,6 +535,8 @@ To get the certification, just follow the following steps:
Finally, make sure the following module *l10n_fr_sale_closing*
is installed.
.. _localization/france/anti-fraud-features:
Anti-fraud features
-------------------
@ -411,6 +548,8 @@ The anti-fraud module introduces the following features:
- **Storage**: automatic sales closings with computation of both period
and cumulative totals (daily, monthly, annually).
.. _localization/france/anti-fraud-inalterability:
Inalterability
~~~~~~~~~~~~~~
@ -422,6 +561,8 @@ if the company is located in France or in any DOM-TOM.
If you run a multi-companies environment, only the documents of such companies are impacted.
.. _localization/france/anti-fraud-security:
Security
~~~~~~~~
@ -442,6 +583,8 @@ For POS orders, go to
For invoices or journal entries,
go to :menuselection:`Invoicing/Accounting --> Reporting --> French Statements`.
.. _localization/france/anti-fraud-storage:
Storage
~~~~~~~
@ -477,6 +620,8 @@ Invoicing and Accounting apps.
:ref:`developer mode <developer-mode>`.
- Then go to :menuselection:`Settings --> Technical --> Automation --> Scheduled Actions`.
.. _localization/france/anti-fraud-responsibilities:
Responsibilities
----------------
@ -490,7 +635,9 @@ the inalterability of data.
Odoo absolves itself of all and any responsibility in case of changes
in the modules functions caused by 3rd party applications not certified by Odoo.
More Information
.. _localization/france/anti-fraud-more-info:
More information
----------------
You can find more information about this legislation in the following official documents.

View File

@ -170,9 +170,8 @@ triggered and is being processed. You have to click on *Refresh State* to check
German Tax Accounting Standards: Odoo's guide to GoBD Compliance
================================================================
**GoBD** stands for `Grundsätze zur ordnungsmäßigen Führung und Aufbewahrung von Büchern,
Aufzeichnungen und Unterlagen in elektronischer Form sowie zum Datenzugriff
<https://ao.bundesfinanzministerium.de/ao/2021/Anhaenge/BMF-Schreiben-und-gleichlautende-Laendererlasse/Anhang-64/anhang-64.html>`_.
**GoBD** stands for *Grundsätze zur ordnungsmäßigen Führung und Aufbewahrung von Büchern,
Aufzeichnungen und Unterlagen in elektronischer Form sowie zum Datenzugriff*.
In short, it is a **guideline for the proper management and storage of books, records, and documents
in electronic form, as well as for data access**, that is relevant for the German tax authority, tax
declaration, and balance sheet.
@ -191,7 +190,7 @@ What do you need to know about GoBD when relying on accounting software?
.. note::
If you can, the best way to understand GoBD is to Read the `Official GoBD text
<https://www.bundesfinanzministerium.de/Content/DE/Downloads/BMF_Schreiben/Weitere_Steuerthemen/Abgabenordnung/2019-11-28-GoBD.pdf>`_.
<https://ao.bundesfinanzministerium.de/ao/2021/Anhaenge/BMF-Schreiben-und-gleichlautende-Laendererlasse/Anhang-64/anhang-64.html>`_.
It is a bit long but quite readable for non-experts. But in short, here is what to expect:
The **GoBD is binding for companies that have to present accounts, which includes SMEs, freelancers,
@ -312,7 +311,7 @@ offer our customer any legal certainty.
.. important::
The BMF actually states the following in the `Official GoBD text
<https://www.bundesfinanzministerium.de/Content/DE/Downloads/BMF_Schreiben/Weitere_Steuerthemen/Abgabenordnung/2019-11-28-GoBD.pdf>`_:
<https://ao.bundesfinanzministerium.de/ao/2021/Anhaenge/BMF-Schreiben-und-gleichlautende-Laendererlasse/Anhang-64/anhang-64.html>`_:
- 180. Positive attestations on the correctness of the bookkeeping - and thus on the correctness
of IT-based bookkeeping systems - are not issued either in the context of a tax field audit or

View File

@ -25,6 +25,9 @@ localization:
* - :guilabel:`Indian E-waybill`
- `l10n_in_edi_ewaybill`
- :ref:`Indian E-way bill integration <india/e-waybill>`
* - :guilabel:`Indian - Check GST Number Status`
- `l10n_in_gstin_status`
- :ref:`Indian Check GST Number Status <india/gstin_status>`
* - :guilabel:`Indian - GSTR India eFiling`
- `l10n_in_reports_gstr`
- :ref:`Indian GST Return filing <india/gstr>`
@ -293,9 +296,8 @@ Workflow
Send an E-Way bill
~~~~~~~~~~~~~~~~~~
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 <india/e-invoicing-journals>`.
To send an E-Way bill, confirm the customer invoice/vendor bill and click :guilabel:`Send E-Way
bill`.
.. image:: india/e-waybill-send-button.png
:alt: Send E-waybill button on invoices
@ -305,8 +307,8 @@ automatically when an invoice or a bill is confirmed, enable :guilabel:`E-Way bi
Invoice validation
~~~~~~~~~~~~~~~~~~
Once an invoice has been issued and sent via :guilabel:`Send E-Way bill`, a confirmation message is
displayed.
Once an invoice/bill has been issued and sent via :guilabel:`Send E-Way bill`, a confirmation
message is displayed.
.. image:: india/e-waybill-process.png
:alt: Indian e-Way bill confirmation message
@ -314,7 +316,7 @@ displayed.
.. note::
- You can find the JSON-signed file in the attached files in the chatter.
- 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.
:guilabel:`Process now` if you want to process the invoice/bill immediately.
Invoice PDF report
~~~~~~~~~~~~~~~~~~
@ -330,9 +332,9 @@ You can print the invoice PDF report once you have submitted the E-Way bill. The
E-Way bill cancellation
~~~~~~~~~~~~~~~~~~~~~~~
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`.
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`.
.. important::
Doing so cancels both the :ref:`e-Invoice <india/e-invoicing>` (if applicable) and the
@ -348,6 +350,26 @@ fill out the :guilabel:`Cancel reason` and :guilabel:`Cancel remarks` fields. Th
the government portal. You can click :guilabel:`Process Now` if you want to process the invoice
immediately.
.. _india/gstin_status:
Indian Check GSTIN Status
=========================
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.
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.
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.
.. image:: india/gstin-status-invoice.png
:alt: Check GSTIN status of an invoice
A notification is displayed to confirm the status update and the GSTIN status and verification date
are logged in the contact's chatter.
.. _india/gstr:
Indian GST Return filing
@ -567,3 +589,95 @@ goods (i.e :guilabel:`Opening Stock` + purchases during the period - :guilabel:`
.. image:: india/profit-and-loss-report.png
:alt: Profit and Loss report
.. _india/tds-tcs-threshold:
TDS/TCS threshold alert
=======================
:abbr:`TDS (tax deducted at source)` and :abbr:`TCS (tax collected at source)` are tax provisions
under Indian law, triggered when transaction amounts exceed specified thresholds. This alert
notifies users when the value of invoices or bills surpasses these limits, prompting the application
of the appropriate TDS/TCS.
To configure Odoo to advise you on when to apply TDS/TCS, set the :guilabel:`TDS/TCS section`
field on the corresponding account in the chart of accounts. Odoo will display a banner suggesting
the TDS/TCS section under which tax might be applicable when recording an invoice or bill.
Configuration
-------------
#. Navigate to :menuselection:`Accounting --> Configuration --> Settings`
#. In the :guilabel:`Indian Integration` section, enable the :guilabel:`TDS and TCS` feature.
#. Navigate to :menuselection:`Accounting --> Configuration --> Chart of Accounts`.
#. Click :guilabel:`View` on the desired account, and set the :guilabel:`TDS/TCS Section` field.
.. note::
The TDS/TCS sections are pre-configured with threshold limits. If you need to modify these
limits, go to :menuselection:`Accounting --> Configuration --> Taxes`. In the :guilabel:`Advanced
Options` tab, click on the :icon:`fa-arrow-right` :guilabel:`(internal link)` icon of the
:guilabel:`Section` field.
.. image:: india/tds-tcs-section-modify.png
:alt: TDS/TCS section modify
Applying TCS/TDS on invoices and bills
--------------------------------------
Based on the account used on the customer invoice or vendor bill, Odoo checks the TCS/TDS threshold
limit. If the limit specified in the :guilabel:`TCS/TDS Section` of the account is exceeded, Odoo
displays an alert that suggests applying the appropriate TCS/TDS. The alert will disappear once the
TCS/TDS is applied.
.. image:: india/tcs-warning.png
:alt: TCS advice
**TCS** is directly applicable in the tax on the invoice lines. To apply **TDS**, click the
:guilabel:`TDS Entry` smart button on the vendor bill/payment. The popup window allows specifying
the TDS details. Confirm the entry to apply the TDS.
.. image:: india/tds-apply.png
:alt: TDS application
In Odoo, the aggregate total is calculated for partners sharing the same PAN number, across all company branches.
.. example::
.. list-table::
:header-rows: 1
:widths: 10 20 10 20 15
* - **Branch**
- **Customer**
- **Invoice**
- **Transaction Amount (₹)**
- **PAN Number**
* - IN - MH
- XYZ Enterprise - GJ
- Invoice 1
- ₹50,000
- ABCPX1234E
* - IN - MH
- XYZ Enterprise - GJ
- Invoice 2
- ₹30,000
- ABCPX1234E
* - IN - MH
- XYZ Enterprise - MH
- Invoice 3
- ₹40,000
- ABCPX1234E
* - IN - DL
- XYZ Enterprise - GJ
- Invoice 4
- ₹20,000
- ABCPX1234E
* - IN - GJ
- XYZ Enterprise - MH
- Invoice 5
- ₹60,000
- ABCPX1234E
- **Aggregate total** = 50,000 + 30,000 + 40,000 + 20,000 + 60,000 = ₹200,000
- The aggregate total for all customers (XYZ Enterprise - GJ, MH, DL) sharing the PAN number
ABCPX1234E across all branches is ₹200,000.

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@ -2,6 +2,220 @@
Malaysia
========
.. _MyTax: https://mytax.hasil.gov.my
.. _malaysia/configuration:
Configuration
=============
.. _malaysia/configuration/modules:
Modules installation
--------------------
:ref:`Install <general/install>` the following modules to get all the features of the Malaysian
localization:
.. list-table::
:header-rows: 1
* - Name
- Technical name
- Description
* - :guilabel:`Malaysia - Accounting`
- `l10n_my`
- This module includes the default
:ref:`fiscal localization package <fiscal_localizations/packages>`.
* - :guilabel:`Malaysia - Accounting Reports`
- `l10n_my_reports`
- This module includes the accounting reports for Malaysia.
* - :guilabel:`Malaysia - UBL PINT`
- `l10n_my_ubl_pint`
- This module includes the features required to export invoices in PINT format.
* - :guilabel:`Malaysia - E-invoicing`
- `l10n_my_edi`
- This module includes the features required for integration with MyInvois under IRBM.
.. _malaysia/configuration/company:
Company information
-------------------
To configure your company information, go to the :guilabel:`Contacts` app, search for your company,
and select it. Then configure the following fields:
- :guilabel:`Name`
- :guilabel:`Address`, including the :guilabel:`City`, :guilabel:`State`, :guilabel:`Zip Code`,
and :guilabel:`Country`.
- In the :guilabel:`Street` field, enter the street name, number, and any additional address
information.
- In the :guilabel:`Street 2` field, enter the neighborhood.
- :guilabel:`Tax ID`: Tax identification number
- :guilabel:`SST`: Malaysian Sales and Service Tax Number, if applicable
- :guilabel:`TTx`: Malaysian Tourism Tax Number, if applicable
- :guilabel:`Phone`
.. _malaysia/myinvois:
E-invoicing integration with MyInvois
=====================================
The MyInvois Portal is a platform provided by the :abbr:`IRBM (Inland Revenue Board of Malaysia)`
that facilitates the implementation of e-invoices for Malaysian taxpayers.
Odoo supports integration with MyInvois to submit the invoices generated in Odoo.
.. note::
The :guilabel:`Malaysia - E-invoicing module` must be installed to submit invoices to MyInvois.
.. _malaysia/myinvois/setup:
Set-up
------
.. _malaysia/myinvois/setup/registration:
MyInvois registration
~~~~~~~~~~~~~~~~~~~~~
To send electronic invoices to MyInvois, you first need to register and log in to the MyInvois
portal to grant Odoo the **right to invoice** as an intermediary for your company.
.. note::
If this is the first time you log into the MyInvois portal, click :guilabel:`User Manual` on
MyTax_ to learn more about the registration process. Both the **pre-production** (:dfn:`testing
environment to try the functions before using the actual (production) environment`) and
**production** (:dfn:`actual environment to submit e-invoices with accurate information`)
environments are supported.
#. Log into MyTax_. Choose the :guilabel:`ID Type` and the corresponding
:guilabel:`identification number` used to register for the digital certificate.
#. From the dashboard, click the :icon:`fa-angle-down` :guilabel:`(angle-down)` icon in the
top-right corner and select :guilabel:`View Taxpayer Profile`.
#. In the :guilabel:`Representatives` section, click :guilabel:`Add Intermediary` in the top-right
corner.
.. image:: malaysia/myinvois-add-intermediary.png
:alt: MyInvois add intermediary
#. Add `ODOO S.A.` as an intermediary using the following information:
- :guilabel:`TIN`: `C57800417080`
- :guilabel:`BRN`: `BE0477472701`
- :guilabel:`Name`: `ODOO S.A.`
#. Grant the following permissions by clicking the :icon:`fa-toggle-on` :guilabel:`(toggle-on)`
icon:
- :guilabel:`Representation From`
- :guilabel:`Document - Submit`
- :guilabel:`Document - Cancel`
- :guilabel:`Document - Request Rejection`
.. note::
- Access can be revoked in the future if needed.
- Odoo, as an intermediary, does not store invoices sent on behalf of the client on the proxy
server.
#. Click :guilabel:`Save`. The status for `ODOO S.A.` is then :guilabel:`Active`.
.. image:: malaysia/myinvois-intermediary-active.png
:alt: MyInvois status active
.. _malaysia/myinvois/setup/odoo:
Configuration in Odoo
~~~~~~~~~~~~~~~~~~~~~
.. _malaysia/myinvois/setup/odoo/einvoicing:
Electronic invoicing
********************
Go to :menuselection:`Accounting --> Configuration --> Settings`. In the
:guilabel:`Malaysian Electronic Invoicing` section, choose the relevant :guilabel:`MyInvois mode`
based on the environment you used to register on MyInvois.
Make sure to allow Odoo to process e-invoices by checking the box, then click :guilabel:`Register`.
.. note::
To change the TIN reference, click :guilabel:`Unregister`, change the company's information and
make sure the number registered on MyInvois matches, then :guilabel:`Register` again.
.. _malaysia/myinvois/setup/odoo/company:
Company
*******
Open the Settings app, and in the :guilabel:`Companies` section, click :guilabel:`Update Info`. Then,
in the :guilabel:`E-invoicing` section, fill in the following fields:
- :guilabel:`Identification`: The :guilabel:`ID Type` and associated :guilabel:`Identification
number` used to register for the digital certificate.
- :guilabel:`Ind. Classification`: The 5-digit numeric code that represents the nature and
activity of the business.
Contacts
********
Access the contact's form and fill in the following fields:
- :guilabel:`Country`
- :guilabel:`State`
- :guilabel:`Phone`
- :guilabel:`Tax ID`
- :guilabel:`Identification`: the :guilabel:`ID Type` and the corresponding
:guilabel:`Identification number` of the contact registered on MyTax.
.. _malaysia/myinvois/setup/odoo/product:
Products
********
All products to be included in e-invoices require a Malaysian classification code. To add it,
access the :guilabel:`Product` form and in the :guilabel:`General Information` tab, fill in the
:guilabel:`Malaysian classification code` field.
.. _malaysia/myinvois/workflow:
Workflow
--------
.. _malaysia/myinvois/workflow/sending:
Send invoices to MyInvois
~~~~~~~~~~~~~~~~~~~~~~~~~
Invoices can be sent to MyInvois once they have been confirmed. To do so, follow the
:ref:`invoice sending <accounting/invoice/sending>` steps, and in the :guilabel:`Send` window,
enable the :guilabel:`Send to MyInvois` option and click :guilabel:`Print & Send`.
.. _malaysia/myinvois/workflow/sending/status:
MyInvois status
***************
In the :guilabel:`MyInvois` tab of the invoice, the :guilabel:`MyInvois State` is updated to
:guilabel:`Valid` when the submission to MyInvois is successful. The :guilabel:`Submission UID`,
:guilabel:`MyInvois` and :guilabel:`Validation Time` are also updated.
The same information is available on MyInvois.
.. note::
If no information is received from the MyInvois portal, the :guilabel:`MyInvois State` is
:guilabel:`In Progress`. In this case, Odoo automatically checks and updates the status.
.. _malaysia/myinvois/workflow/cancellation:
Invoice cancellation
~~~~~~~~~~~~~~~~~~~~
Sent invoices can be canceled within 72 hours from :guilabel:`Validation time`. In this case, open
the invoice and click :guilabel:`Request Cancel`. In the :guilabel:`Cancel document` window, include
the cancellation :guilabel:`Reason`, then click :guilabel:`Update Invoice`. The
:guilabel:`MyInvois State` is updated to :guilabel:`cancelled`.
.. _malaysia/employment-hero:
Employment Hero payroll

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@ -369,7 +369,7 @@ the SAT documentation, there are two types of payments:
- `PPD` (Pago en Parcialidades o Diferido/Payment in Installements or Deferred)
.. seealso::
:doc:`../../inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs`
:doc:`../../inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs`
The difference lies in the *Due Date* or *Payment Terms* of the invoice.
@ -883,8 +883,8 @@ Configuration
~~~~~~~~~~~~~
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
<../../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.
Begin by creating a *service*-type product called, `Pedimento`. In the :guilabel:`Purchase` tab,

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@ -2,33 +2,80 @@
Peru
====
.. |SUNAT| replace:: :abbr:`SUNAT (Superintendencia Nacional de Aduanas y de Administración Tributaria)`
.. |SUNAT| replace:: :abbr:`SUNAT (Superintendencia Nacional de Aduanas y de Administración
Tributaria)`
.. |GRE| replace:: :abbr:`GRE (Guía de Remisión Electrónica)`
.. |RUS| replace:: :abbr:`RUS (Régimen Único Simplificado)`
.. |EDI| replace:: :abbr:`EDI (Electronic Data Interchange)`
Introduction
============
Modules
=======
The Peruvian localization has been improved and extended, in this version the next modules are
available:
:ref:`Install <general/install>` the following modules to utilize all the current features of the
Peruvian localization.
- **l10n_pe**: Adds accounting features for the Peruvian localization, which represent the minimal
configuration required for a company to operate in Peru and under the SUNAT regulations and
guidelines. The main elements included in this module are: Chart of account, taxes,
document types.
.. list-table::
:header-rows: 1
- **l10n_pe_edi**: includes all technical and functional requirements to generate and validate
Electronic Invoice, based on the SUNAT specification to create and process valid electronic
documents, for more technical detail you can access the
`SUNAT EDI specifications <https://cpe.sunat.gob.pe/node/88/>`_,
that keeps track of new changes and updates.
The features of this module are based on the resolutions published on the
`SUNAT Legislation <https://www.sunat.gob.pe/legislacion/general/index.html/>`_.
* - Name
- Technical name
- Description
* - :guilabel:`Peru - Accounting`
- `l10n_pe`
- Adds accounting features for the Peruvian localization, which represent the minimal
configuration required for a company to operate in Peru and under the SUNAT regulations and
guidelines. The main elements included in this module are the chart of accounts, taxes,
document types.
* - :guilabel:`Peru - E-invoicing`
- `l10n_pe_edi`
- Includes all technical and functional requirements to generate and receive electronic
invoices online based on the SUNAT regulations.
* - :guilabel:`Peru - Accounting Reports`
- `l10n_pe_reports`
- Includes the following financial reports:
- 1st set of main financial reports:
- Registro de Ventas e Ingresos (RVIE) - 14.4
- Registro de Compras Electrónico (RCE) - 8.4
- Registro de Compras Electrónico - Información de Operaciones con Sujetos no Domiciliados
(RCE) - 8.5
- 2nd set of financial reports:
- PLE 5.1 General Journal
- PLE 5.3 Chart of Accounts
- PLE 6.1 General Ledger
- 3rd set of financial reports:
- PLE 1.1 Libro de Caja
- PLE 1.2 Libro de Bancos
* - :guilabel:`Peruvian - Electronic Delivery Note`
- `l10n_pe_edi_stock`
- Adds the delivery guide (Guía de Remisión), which is needed as proof that you are sending
goods between A and B. It is only when a delivery order is validated that the delivery guide
can be created.
* - :guilabel:`Peruvian eCommerce`
- `l10n_pe_website_sale`
- Enables the identification type in eCommerce checkout forms and the ability to generate
electronic invoices.
* - :guilabel:`Peruvian - Point of Sale with PE Doc`
- `l10n_pe_pos`
- Enables contact fiscal information to be editable from a PoS Session to generate electronic
invoices and refunds.
.. note::
- Odoo automatically installs the appropriate package for the company according to the country
selected at the creation of the database.
- The *Peruvian - Electronic Delivery Guide* module depends on the *Inventory* application to be
installed.
.. seealso::
- `App Tour - Localización de Peru <https://youtu.be/Ic3mGovkf8Y>`_
- `Smart Tutorial - Localización de Peru <https://www.odoo.com/slides/smart-tutorial-localizacion-de-peru-133>`_
- `Smart Tutorial - Localización de Peru (videos for workflows and configurations)
<https://www.odoo.com/slides/smart-tutorial-localizacion-de-peru-133>`_
Configuration
=============
@ -41,7 +88,6 @@ dependency with *Peru - Accounting*. In case this last one is not installed, Odo
automatically within EDI.
.. image:: peru/peru-modules.png
:align: center
:alt: The "Module" filter is set on "Peru"
.. note::
@ -57,9 +103,7 @@ the establishment code assigned by the SUNAT when companies register their RUC (
Registration):
.. image:: peru/peru-company.png
:align: center
:alt: Company data for Peru including RUC and Address type code
:alt: Company data for Peru including RUC and Address type code.
.. tip::
In case the Address type code is unknown, you can set it as the default value: 0000. Be aware
@ -68,7 +112,6 @@ Registration):
.. note::
The NIF should be set following the RUC format.
Chart of Account
~~~~~~~~~~~~~~~~
@ -105,7 +148,6 @@ Here are some terms that are essential on the Peruvian localization:
- **SOL Credentials**: Sunat Operaciones en Línea. User and password are provided by the SUNAT and
grant access to Online Operations systems.
Signature Provider
~~~~~~~~~~~~~~~~~~
@ -126,8 +168,7 @@ This is the default and the suggested option, considering the digital ceritifica
part of the service.
.. image:: peru/peru-IAP.png
:align: center
:alt: IAP option as signature providers
:alt: IAP option as signature providers.
What is the IAP?
^^^^^^^^^^^^^^^^
@ -190,8 +231,7 @@ document validation directly to Digiflow. In this case you need to consider:
- Provide your SOL credentials.
.. image:: peru/peru-Digiflow.png
:align: center
:alt: Digiflow
:alt: Digiflow.
SUNAT
*****
@ -230,18 +270,16 @@ certificate with the extension ``.pfx`` is required. Proceed to this section and
password.
.. image:: peru/peru-Certificate.png
:align: center
:alt: EDI Certificate wizard
:alt: EDI Certificate wizard.
Multicurrency
~~~~~~~~~~~~~
The official currency exchange rate in Peru is provided by the Bank of Peru. Odoo can connect
directly to its services and get the currency rate either automatically or manually.
The official currency exchange rate in Peru is provided by the SUNAT. Odoo can connect directly to
its services and get the currency rate either automatically or manually.
.. image:: peru/peru-multicurrency.png
:align: center
:alt: Bank of Peru is displayed in Multicurrency Service option
.. image:: peru/l10n-pe-banksync-sunat.png
:alt: SUNAT displayed in Multicurrency Service option.
Please refer to the next section in our documentation for more information about
:doc:`multicurrencies <../accounting/get_started/multi_currency>`.
@ -258,8 +296,7 @@ As part of the localization module the taxes are created automatically with thei
financial account and electronic invoice configuration.
.. image:: peru/peru-taxes.png
:align: center
:alt: List of default taxes
:alt: List of default taxes.
EDI Configuration
*****************
@ -269,9 +306,7 @@ the taxes created by default have this data included, but in case you create new
sure you fill in the fields:
.. image:: peru/peru-taxes-edi.png
:align: center
:alt: Taxes EDI data for Peru
:alt: Taxes EDI data for Peru.
Fiscal Positions
~~~~~~~~~~~~~~~~
@ -297,8 +332,7 @@ The information required for the document types is included by default so the us
to fill anything on this view:
.. image:: peru/peru-document-type.png
:align: center
:alt: Document Type list
:alt: Document Type list.
.. warning::
Currently the documents supported on customer invoices are: Invoice, Boleta, Debit Note and
@ -324,8 +358,7 @@ This section indicates which EDI workflow is used in the invoice, for Peru we mu
“Peru UBL 2.1”.
.. image:: peru/peru-journal-edi.png
:align: center
:alt: Journal EDI field
:alt: Journal EDI field.
.. warning::
By default, the value Factur-X (FR) is always displayed, make sure you can uncheck it manually.
@ -341,9 +374,7 @@ available on the Partner form, this information is essential for most transactio
the sender company and in the customer, make sure you fill in this information in your records.
.. image:: peru/peru-id-type.png
:align: center
:alt: Partner identification type
:alt: Partner identification type.
Product
~~~~~~~
@ -352,9 +383,7 @@ Additional to the basic information in your products, for the Peruvian localizat
Code on the product is a required value to be configured.
.. image:: peru/peru-unspc-code.png
:align: center
:alt: UNSPC Code on products
:alt: UNSPC Code on products.
Usage and testing
=================
@ -374,16 +403,14 @@ fields required as part of the Peru EDI:
document type if needed and select Boleta for example.
.. image:: peru/peru-invoice-document-type.png
:align: center
:alt: Invoice document type field on invoices
:alt: Invoice document type field on invoices.
- **Operation type**: This value is required for Electronic Invoice and indicates the transaction
type, the default value is “Internal Sale” but another value can be selected manually when needed,
for example Export of Goods.
.. image:: peru/peru-operation-type.png
:align: center
:alt: Invoice operation type field on invoices
:alt: Invoice operation type field on invoices.
- **EDI Affectation Reason**: In the invoice lines, additional to the Tax there is a field “EDI
Affectation Reason” that determines the tax scope based on the SUNAT list that is displayed.
@ -391,8 +418,7 @@ fields required as part of the Peru EDI:
you can manually select another one when creating the invoice.
.. image:: peru/peru-tax-affectation-reason.png
:align: center
:alt: Tax affectation reason in invoice line
:alt: Tax affectation reason in invoice line.
Invoice validation
~~~~~~~~~~~~~~~~~~
@ -402,8 +428,7 @@ action registers the account move and triggers the Electronic invoice workflow t
OSE and the SUNAT. The following message is displayed at the top of the invoice:
.. image:: peru/peru-posted-invoice.png
:align: center
:alt: Sending of EDI Invoice in blue
:alt: Sending of EDI Invoice in blue.
Asynchronous means that the document is not sent automatically after the invoice has been posted.
@ -417,16 +442,14 @@ done either automatically by Odoo with a *cron* that runs every hour, or the use
immediately by clicking on the button “Sent now”.
.. image:: peru/peru-sent-manual.png
:align: center
:alt: Send EDI manually
:alt: Send EDI manually.
**Sent**: Indicates the document was sent to the OSE and was successfully validated. As part of
the validation a ZIP file is downloaded and a message is logged in the chatter indicating the
correct Government validation.
.. image:: peru/peru-invoice-sent.png
:align: center
:alt: Message on chatter when the invoice is valid
:alt: Message on chatter when the invoice is valid.
In case there is a validation error the Electronic Invoice status remains in “To be sent” so the
corrections can be made and the invoice can be sent again.
@ -453,8 +476,7 @@ If a validation error is received, you have two options:
changes, and then send the invoice again to the SUNAT for another validation.
.. image:: peru/peru-errors.png
:align: center
:alt: List of common errors on invoices
:alt: List of common errors on invoices.
For more detail please refert to `Common errors in SUNAT
<https://www.nubefact.com/codigos-error-sunat/>`_.
@ -466,8 +488,7 @@ After the invoice is accepted and validated by the SUNAT, the invoice PDF report
The report includes a QR code, indicating the invoice is a valid fiscal document.
.. image:: peru/peru-PDF.png
:align: center
:alt: Invoice PDF report
:alt: Invoice PDF report.
IAP Credits
~~~~~~~~~~~
@ -480,8 +501,7 @@ additional credits are required, you can easily buy them by accessing the link p
the message.
.. image:: peru/peru-credits-IAP.png
:align: center
:alt: Buying credits in the IAP
:alt: Buying credits in the IAP.
In the IAP service includes packages with different pricing based on the number of credits.
The price list in the IAP is always displayed in EUR.
@ -497,8 +517,7 @@ If the invoice was already sent and validated by the SUNAT, the correct way to p
clicking on the button Request Cancellation:
.. image:: peru/peru-cancellation.png
:align: center
:alt: Request invoice cancellation button
:alt: Request invoice cancellation button.
In order to cancel an invoice, please provide a cancellation Reason.
@ -511,22 +530,20 @@ immediately by clicking on the button “Send now”. Once it is sent, a cancell
created, as a result the next message and CDR File are logged in the chatter:
.. image:: peru/peru-cancellation-cdr.png
:align: center
:alt: Cancellation CDR sent by the SUNAT
:alt: Cancellation CDR sent by the SUNAT.
**Cancelled**: Indicates the cancellation request was sent to the OSE and was successfully
validated. As part of the validation a ZIP file is downloaded and a message is logged in the
chatter indicating the correct Government validation.
.. image:: peru/peru-cancelled.png
:align: center
:alt: nvoice after cancellation
:alt: Invoice after cancellation.
.. warning::
One credit is consumed on each cancellation request.
Cancellation process
********************
Export invoices
***************
When creating exportation invoices, take into account the next considerations:
@ -535,8 +552,7 @@ When creating exportation invoices, take into account the next considerations:
- The taxes included in the invoice lines should be EXP taxes.
.. image:: peru/peru-exp-invoice.png
:align: center
:alt: Exportation invoices main data
:alt: Exportation invoices main data.
Advance Payments
****************
@ -555,13 +571,11 @@ When creating invoices that is subject to Detractions, take into account the nex
#. All the products included in the invoice must have these fields configured:
.. image:: peru/peru-detraction.png
:align: center
:alt: Detraction fields on products
:alt: Detraction fields on products.
#. Operation type in your invoice must be ``1001``
.. image:: peru/peru-detraction-invoice.png
:align: center
:alt: Detraction code on invoices.
Credit Notes
@ -572,8 +586,7 @@ for this just click on the button “Add Credit Note”, a part of the Peruvian
to prove a Credit Reason selecting one of the options in the list.
.. image:: peru/peru-credit-note.png
:align: center
:alt: Add Credit Note from invoice
:alt: Add Credit Note from invoice.
.. tip::
When creating your first credit Note, select the Credit Method: Partial Refund, this allows you
@ -582,8 +595,7 @@ to prove a Credit Reason selecting one of the options in the list.
By default the Credit Note is set in the document type:
.. image:: peru/peru-credit-note-document.png
:align: center
:alt: Credit Note document type
:alt: Credit Note document type.
To finish the workflow please follow the instructions on :doc:`our page about Credit Notes
<../accounting/customer_invoices/credit_notes>`.

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@ -2,7 +2,7 @@
United Kingdom
==============
.. _united-kingdom/modules:
.. _localization/united-kingdom/modules:
Configuration
=============
@ -27,17 +27,28 @@ Reports` modules to get all the features of the UK localization.
- Allows sending the tax report via the MTD-VAT API to HMRC.
* - :guilabel:`UK BACS Payment Files`
- `l10n_uk_bacs`
- Allows generating :ref:`united-kingdom/BACS-files` for bill and invoice payments
- Allows generating :ref:`localization/united-kingdom/BACS-files` for bill and invoice payments
* - :guilabel:`UK - Construction Industry Scheme`
- `l10n_uk_reports_cis`
- - Allows sending the Monthly return to |HMRC|
- CIS Deduction (GB) report for UK construction industry
* - :guilabel:`UK - HMRC API`
- `l10n_uk_hmrc`
- Includes the |HMRC| basics.
.. note::
- Only UK-based companies can submit reports to HMRC.
- Installing the module :guilabel:`UK - Accounting Reports` installs all two modules at once.
- The :guilabel:`UK - Construction Industry Scheme` module automatically includes the
:guilabel:`UK - HMRC API` module during installation.
.. seealso::
- `HM Revenue & Customs <https://www.gov.uk/government/organisations/hm-revenue-customs/>`_
- `Overview of Making Tax Digital
<https://www.gov.uk/government/publications/making-tax-digital/overview-of-making-tax-digital/>`_
.. _localization/united-kingdom/chart-of-account:
Chart of accounts
=================
@ -48,6 +59,8 @@ Setup your :abbr:`CoA (chart of accounts)` by going to :menuselection:`Accountin
--> Settings --> Accounting Import section` and choose to :guilabel:`Review Manually` or
:guilabel:`Import (recommended)` your initial balances.
.. _localization/united-kingdom/taxes:
Taxes
=====
@ -66,6 +79,8 @@ Configuration --> Accounting: Taxes`.
- Tutorial: `Tax report and return
<https://www.odoo.com/slides/slide/tax-report-and-return-1719?fullscreen=1>`_.
.. _localization/united-kingdom/digital-tax:
Making Tax Digital (MTD)
------------------------
@ -82,7 +97,7 @@ The **UK - Accounting Reports** module enables you to comply with the `HM Revenu
it through Odoo, as Odoo only retrieves open bonds from the last three months. Your submission
has to be done manually by contacting HMRC.
.. _uk_localization/hmrc-registration:
.. _localization/united-kingdom/hmrc-registration:
Register your company to HMRC before the first submission
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
@ -91,6 +106,8 @@ Go to :menuselection:`Accounting --> Reporting --> Tax report` and click on
:guilabel:`Connect to HMRC`. Enter your company information on the HMRC platform. You only need to
do it once.
.. _localization/united-kingdom/periodic-hmrc-submission:
Periodic submission to HMRC
~~~~~~~~~~~~~~~~~~~~~~~~~~~
@ -104,6 +121,8 @@ clicking :guilabel:`Send to HMRC`.
the value line to `demo`. You can get such credentials from the `HMRC Developer Hub
<https://developer.service.hmrc.gov.uk/api-test-user>`_.
.. _localization/united-kingdom/periodic-hmrc-submission-multi:
Periodic submission to HMRC for multi-company
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
@ -116,15 +135,15 @@ each submission:
:guilabel:`Manage Users`. Select the user who is connected to HMRC.
#. Go to the :guilabel:`UK HMRC Integration` tab and click :guilabel:`Reset Authentication
Credentials` or :guilabel:`Remove Authentication Credentials` button.
#. You can now :ref:`register your company to HMRC <uk_localization/hmrc-registration>` and submit
the tax report for this company.
#. :ref:`Register your company to HMRC <localization/united-kingdom/hmrc-registration>` and submit
the company's tax report.
#. Repeat the steps for other companies' HMRC submissions.
.. note::
During this process, the :guilabel:`Connect to HMRC` button no longer appears for other UK-based
companies.
.. _united-kingdom/BACS-files:
.. _localization/united-kingdom/BACS-files:
Bacs files
==========
@ -132,8 +151,8 @@ Bacs files
:abbr:`Bacs (Bankers' Automated Clearing Services)` files are electronic files used in the UK to
process payments and transfers between bank accounts.
To enable the use of Bacs files, make sure the :ref:`UK BACS Payment Files <united-kingdom/modules>`
module is installed, then:
To enable the use of Bacs files, make sure the
:ref:`UK BACS Payment Files <localization/united-kingdom/modules>` module is installed, then:
#. Configure your Bacs Service User Number:
@ -154,6 +173,8 @@ module is installed, then:
the :guilabel:`Accounting` tab, click :guilabel:`Add a line` and fill in the
:guilabel:`Account Number` and :guilabel:`Bank` fields.
.. _localization/united-kingdom/bill-payments:
Bill payments
-------------
@ -179,6 +200,8 @@ Export File` if you need a new Bacs file for that batch payment.
.. image:: united_kingdom/bacs-files.png
:alt: Vendor Batch Payment view with generated BACS file.
.. _localization/united-kingdom/invoice-payments:
Invoice payments
----------------
@ -216,7 +239,7 @@ Then, create a customer batch payment:
Once validated, the Bacs file is available in the chatter. You can also :guilabel:`Re-generate
Export File` if you need a new Bacs file for that batch payment.
.. _united-kingdom/employment-hero:
.. _localization/united-kingdom/employment-hero:
Employment Hero payroll
=======================
@ -227,3 +250,153 @@ use our connector as an alternative payroll solution.
.. important::
To :ref:`configure the Employment Hero API <employment_hero/configuration>` for **United
Kingdom**, use the following value as :guilabel:`Payroll URL`: `https://api.yourpayroll.co.uk/`.
.. _localization/united-kingdom/cis-deduction:
.. |HMRC| replace:: :abbr:`HMRC (HM Revenue and Customs)`
.. |CIS| replace:: :abbr:`CIS (Construction Industry Scheme)`
CIS deduction
=============
The Construction Industry Scheme deduction (CIS deduction) is a tax deduction system used in the UK
designed specifically for the construction industry. It requires contractors to deduct a percentage
of payments made to subcontractors and forward these deductions to HM Revenue and Customs (HMRC).
These deductions apply only to the labor portion of the payments and serve as advance payments
towards the subcontractor's tax and National Insurance contributions. Contractors are required to
register for the scheme, but subcontractors are not. However, subcontractors who are not registered
face higher payment deductions. Under the |CIS|, contractors must deduct 20% from payments to
registered subcontractors, while the deduction increases to 30% for unregistered ones.
.. seealso::
- `Construction Industry Scheme (CIS) <https://www.gov.uk/what-is-the-construction-industry-scheme>`_
- `Guidelines for CIS contractors
<https://www.gov.uk/what-you-must-do-as-a-cis-contractor>`_
- `Guidelines for CIS subcontractors
<https://www.gov.uk/what-you-must-do-as-a-cis-subcontractor>`_
As a contractor, you are required to register with the |CIS| before hiring subcontractors and to
check whether each subcontractor is registered with the |CIS|. You must also maintain records of all
payments and deductions and submit monthly returns to HMRC, including the following details:
- information about the subcontractors
- records of payments made and any deductions applied
- a declaration confirming that the employment status of all subcontractors has been reviewed
- a declaration confirming that all subcontractors requiring verification have been verified
.. note::
If no payments were made to subcontractors in the previous tax month, contractors must notify
|HMRC| by the 19th of the month to avoid a penalty.
To submit Monthly Returns to |HMRC|, :ref:`install <general/install>` the
:ref:`UK - Construction Industry Scheme <localization/united-kingdom/modules>` module.
.. tip::
To enable the :guilabel:`Test` mode and use test credentials, open the Settings app, activate the
:ref:`developer mode <developer-mode>` and go to :menuselection:`Settings --> Technical -->
System Parameters`. Search for `l10n_uk_hmrc.api_mode`, select it, and change the
:guilabel:`Value` from `production` to `test`.
.. _localization/united-kingdom/cis-monthly-returns:
Monthly returns
---------------
Monthly returns only work for vendor bills and vendor refunds. To submit a complete return to
|HMRC|, several steps must be followed to report all payments made to subcontractors under the
scheme during the previous tax month:
- :ref:`localization/united-kingdom/cis-contractor-setup`
- :ref:`localization/united-kingdom/cis-subcontractor-setup`
- :ref:`localization/united-kingdom/cis-vendorbills`
- :ref:`localization/united-kingdom/cis-monthly-return-sending`
.. _localization/united-kingdom/cis-contractor-setup:
Contractor (company) setup
~~~~~~~~~~~~~~~~~~~~~~~~~~
To configure your company's |HMRC| information, go to the Settings app and, in the
:guilabel:`Companies` section, click :guilabel:`Update Info`. Open the :guilabel:`HMRC` tab and
configure the information in the :guilabel:`HMRC Credentials` and the :guilabel:`Contractor details`
sections. All fields are mandatory.
.. _localization/united-kingdom/cis-subcontractor-setup:
Subcontractor setup
~~~~~~~~~~~~~~~~~~~
Access the subcontractor's contact form and select the :guilabel:`Accounting` tab. In the
:guilabel:`HMRC Details` section, enable the :guilabel:`Construction Industry Scheme` option; the
|CIS|-related fields are displayed.
By default, the :guilabel:`Deduction rate` is set to 30%. To modify it, first enter the
:guilabel:`Verification Number` provided by |HMRC| when verifying the subcontractor's status, then
update the :guilabel:`Deduction Rate` accordingly.
.. note::
The :guilabel:`Forename` and :guilabel:`Surname` fields are mandatory if the contact type is set
to :guilabel:`Individual`.
.. _localization/united-kingdom/cis-vendorbills:
Vendor bills
~~~~~~~~~~~~
The appropriate |CIS| tax must be applied to **labor items** on vendor bills based on the
subcontractor's :guilabel:`Deduction Rate`: :guilabel:`0% CIS`, :guilabel:`20% CIS` or
:guilabel:`30% CIS`. To apply the rate, go to the :guilabel:`Invoice Lines` section of the vendor
bill and select the appropriate |CIS| tax rate in the :guilabel:`Taxes` column of the **labor**
items.
.. note::
- The |CIS| tax rate is not necessary for material items on vendor bills.
- A yellow banner appears at the top of the page if:
- The :guilabel:`Construction Industry Scheme` option hasn't been enabled in the
:ref:`subcontractor <localization/united-kingdom/cis-subcontractor-setup>`'s
:guilabel:`Contact` form when creating a vendor bill.
- The |CIS| tax used in the vendor bill does not match the expected |CIS| deduction rate for a
:ref:`subcontractor <localization/united-kingdom/cis-subcontractor-setup>`.
.. _localization/united-kingdom/cis-monthly-return-sending:
Monthly returns sending
~~~~~~~~~~~~~~~~~~~~~~~
On the 6th of each month, Odoo sends a reminder email to submit a monthly return to |HMRC|. The
recipient email address is the one entered in the company :guilabel:`Email` field. To send monthly
returns to |HMRC|, go to :menuselection:`Accounting --> Reporting --> Tax Return` and follow these
steps:
#. Click :icon:`fa-book` :guilabel:`Report:` and select :guilabel:`CIS Deduction (GB)`.
#. In the :icon:`fa-calendar` :guilabel:`(calendar)` date selector, the :guilabel:`Tax Period` is
automatically adjusted to match the |CIS| deduction period.
#. Click on :guilabel:`Send to HMRC` in the top-left corner.
#. In the :guilabel:`CIS monthly return` window, select the required options in the
:guilabel:`Declaration` section:
- :guilabel:`Employment Status`: To declare that the employment status of all subcontractors has
been reviewed.
- :guilabel:`Subcontractor Verification`: To declare that all submitted subcontractors requiring
verification have been verified.
- :guilabel:`Inactivity Indicator`: To declare temporary inactivity.
#. In the :guilabel:`Information correct declaration` section, confirm the information is true and
complete by checking the box. Then, enter the :guilabel:`Password` used in the
:guilabel:`HMRC Credentials` section during
:ref:`contractor setup <localization/united-kingdom/cis-contractor-setup>`.
#. Click :guilabel:`Send` to prompt Odoo to request |HMRC| to initiate the transaction.
When |HMRC| replies to a transaction, Odoo automatically notifies the user who submitted it by
email. The email informs them that the response is available in the company's chatter with an
attached XML document for download. Both the electronic and paper versions of the |HMRC| receipt
should be retained. If an error is detected, a new submission is required to comply with |HMRC|
requirements.
.. note::
- Transactions are updated daily. To manually update the |HMRC| request, click the :icon:`fa-cog`
:guilabel:`(gear)` icon and select :guilabel:`Refresh HMRC request`.
- |CIS| invoices are included in the :guilabel:`CIS Deduction (GB)` report but are not sent to
|HMRC|.

View File

@ -717,7 +717,7 @@ Create batch payment
Now, record each payment in Odoo using the |NACHA| payment method.
.. seealso::
:ref:`Register Payments in Odoo <payments/register>`
:ref:`Register Payments in Odoo <accounting/payments/from-invoice-bill>`
.. important::
Be aware of the cut-off time for same-day payments. Either the file needs to have a future date

View File

@ -17,11 +17,10 @@ Online payments
payment_providers/flutterwave
payment_providers/mercado_pago
payment_providers/mollie
payment_providers/ogone
payment_providers/paypal
payment_providers/razorpay
payment_providers/sips
payment_providers/stripe
payment_providers/worldline
payment_providers/xendit
Odoo embeds several **payment providers** that allow your customers to pay online, on their
@ -126,18 +125,18 @@ Online payment providers
- Full only
- Full and partial
-
* - :doc:`SIPS <payment_providers/sips>`
- The provider's website
-
-
-
-
* - :doc:`Stripe <payment_providers/stripe>`
- Odoo
- |V|
- Full only
- Full and partial
- |V|
* - :doc:`Worldline <payment_providers/worldline>`
- The provider's website
- |V|
-
-
-
* - :doc:`Xendit <payment_providers/xendit>`
- The provider's website
-
@ -457,11 +456,10 @@ other payments.
- :doc:`payment_providers/demo`
- :doc:`payment_providers/mercado_pago`
- :doc:`payment_providers/mollie`
- :doc:`payment_providers/ogone`
- :doc:`payment_providers/paypal`
- :doc:`payment_providers/razorpay`
- :doc:`payment_providers/sips`
- :doc:`payment_providers/stripe`
- :doc:`payment_providers/worldline`
- :doc:`payment_providers/xendit`
- :doc:`../websites/ecommerce/checkout_payment_shipping/payments`
- :doc:`accounting/bank`

View File

@ -1,107 +0,0 @@
=====
Ogone
=====
`Ogone <https://www.ingenico.com/>`_, also known as **Ingenico Payment Services** is a France-based
company that provides the technology involved in secure electronic transactions.
.. seealso::
- :ref:`payment_providers/add_new`
- `Ogone's documentation <https://epayments-support.ingenico.com/get-started/>`_.
.. warning::
The provider Ogone is deprecated. It is recommended to use :doc:`stripe` instead.
Settings in Ogone
=================
Create an API user
------------------
Log into your Ogone account and head to the :guilabel:`Configuration` tab.
You need to create an **API user** to be used in the creation of transactions from Odoo. While you
can use your main account to do so, using an **API user** ensures that if the credentials used in
Odoo are leaked, no access to your Ogone configuration is possible. Additionally, passwords for
**API users** do not need to be updated regularly, unlike normal users.
To create an **API user**, go to :menuselection:`Configuration --> Users` and click on
:guilabel:`New User`. The following fields must be configured:
.. _ogone/ogone:
- :guilabel:`UserID`: you can choose anything you want.
- :guilabel:`User's Name, E-mail and Timezone`: you can enter the information you want.
- :guilabel:`Profile`: should be set to :guilabel:`Admin`.
- :guilabel:`Special user for API`: should be checked.
After the creation of the user, you are required to generate a password. Save the password and
**UserID**, as they will be required later on during the setup.
.. tip::
If you already have an user set up, make sure it is activated without any error. If not, simply
click the :guilabel:`Activate(Errors)` button to reset the user.
Set up Ogone for Odoo
---------------------
Ogone must now be configured to accept payments from Odoo. Head to :menuselection:`Configuration -->
Technical Information --> Global Security Parameters`, select :guilabel:`SHA-512` as
:guilabel:`Hash Algorithm` and :guilabel:`UTF-8` as :guilabel:`character encoding`. Then, go to the
:guilabel:`Data and Origin verification` tab of the same page and leave the URL field of the
:guilabel:`e-Commerce and Alias Gateway` section blank.
.. tip::
If you need to use another algorithm, such as `sha-1` or `sha-256`, within Odoo, activate the
:ref:`developer mode <developer-mode>` and go to the **Payment Providers** page in
:menuselection:`Accounting --> Configuration --> Payment Providers`. Click on :guilabel:`Ogone`,
and in the :guilabel:`Credentials` tab, select the algorithm you wish to use in the
:guilabel:`Hash function` field.
You are now required to generate **SHA-IN** passphrases. **SHA-IN** and **SHA-OUT** passphrases are
used to digitally sign the transaction requests and responses between Odoo and Ogone. By using these
secret passphrases and the `sha-1` algorithm, both systems can ensure that the information they
receive from the other was not altered or tampered with.
Enter the same **SHA-IN** passphrase in both :guilabel:`Checks for e-Commerce & Alias Gateway` and
:guilabel:`Checks for DirectLink and Batch (Automatic)`. You can leave the IP address field blank.
Your **SHA-IN** and **SHA-OUT** passphrases should be different, and between 16 and 32 characters
long. Make sure to use the same **SHA-IN** and **SHA-OUT** passphrases throughout the entire Ogone
configuration, as Odoo only allows a single **SHA-IN** and single **SHA-OUT** passphrase.
In order to retrieve the **SHA-OUT** key, log into your Ogone account, go to
:menuselection:`Configuration --> Technical Information --> Transaction feedback --> All
transaction submission modes`, and get or generate your **API Key** and **Client Key**. Be careful
to copy your API key as youll not be allowed to get it later without generating a new one.
When done, head to :menuselection:`Configuration --> Technical Information --> Transaction Feedback`
and check the following options:
- The :guilabel:`URL` fields for :guilabel:`HTTP redirection in the browser` can be left empty, as
Odoo will specify these URLs for every transaction request.
- :guilabel:`I would like to receive transaction feedback parameters on the redirection URLs`:
should be checked.
- :guilabel:`Direct HTTP server-to-server request`: should to be set to `Online but switch to a
deferred request when the online request fails`.
- Both **URL** fields should contain the same following URL, with `<example>` replaced by your
database: `https://<example>/payment/ogone/return`.
- :guilabel:`Dynamic eCommerce Parameters` should contain the following values: `ALIAS`, `AMOUNT`,
`CARDNO`, `CN`, `CURRENCY`, `IP`, `NCERROR` `ORDERID`, `PAYID`, `PM`, `STATUS`, `TRXDATE`. Other
parameters can be included (if you have another integration with Ogone that requires them), but
are not advised.
- In the :guilabel:`All transaction submission modes` section, fill out **SHA-OUT** passphrase and
disable `HTTP request for status change`.
To allow your customers to save their credit card credentials for future use, head to
:menuselection:`Configuration --> Alias --> My alias information`. From this tab, you can configure
how the user can have its card details saved, for how long the information is saved, if a checkbox
to save the card information should be displayed, etc.
Settings in Odoo
================
To set up Ogone in Odoo, head to :menuselection:`Accounting --> Configuration --> Payment Providers`
and open the Ogone provider. In the :guilabel:`Credentials` tab, enter the **PSPID** of your Ogone
account, and fill out the other fields as configured in your :ref:`Ogone portal <ogone/ogone>`.

View File

@ -2,7 +2,7 @@
PayPal
======
`Paypal <https://www.paypal.com/>`_ is an American online payment provider available worldwide, and
`Paypal <https://www.paypal.com/>`_ is an American online payment provider available worldwide and
one of the few that does not charge a subscription fee.
.. note::
@ -10,112 +10,71 @@ one of the few that does not charge a subscription fee.
<https://www.paypal.com/webapps/mpp/country-worldwide>`_, only `a selection of currencies are
supported <https://developer.paypal.com/docs/reports/reference/paypal-supported-currencies>`_.
Settings in PayPal
==================
.. _payment_providers/paypal/configuration-paypal:
To access your PayPal account settings, log into PayPal, open the :guilabel:`Account Settings`, and
open the :guilabel:`Website payments` menu.
Configuration in PayPal
=======================
.. image:: paypal/paypal-account.png
:align: center
:alt: PayPal account menu
#. `Log into your PayPal Developer Dashboard <https://developer.paypal.com/dashboard/>`_.
#. Click :guilabel:`Apps & Credentials` and click :guilabel:`Create App`.
#. Enter an :guilabel:`App Name` and click :guilabel:`Create App`.
#. Copy the :guilabel:`Client ID` and :guilabel:`Secret` and save them for
:ref:`later <payment_providers/paypal/configuration-odoo>`.
.. important::
Note that for PayPal to work **in Odoo**, the options :ref:`Auto Return <paypal/auto-return>` and
:ref:`PDT <paypal/pdt>` **must** be enabled.
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 <https://www.paypal.com/cgi-bin/websrc?cmd=_profile-language-encoding>`_, click
:guilabel:`More Options`, and set the :guilabel:`Encoding` field to :guilabel:`UTF-8`.
.. _paypal/auto-return:
Auto Return
-----------
The **Auto Return** feature automatically redirects customers to Odoo once the payment is processed.
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`.
.. note::
Any URL does the job. Odoo only needs the setting to be enabled since it uses another URL.
.. _paypal/pdt:
Payment Data Transfer (PDT)
---------------------------
: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`.
If you are trying PayPal as a test, access your :ref:`PayPal Sandbox account
<payment_providers/paypal/testing>` and `configure the encoding format for your sandbox account
<https://sandbox.paypal.com/cgi-bin/customerprofileweb?cmd=_profile-language-encoding>`_.
.. tip::
PayPal displays your **PDT Identity Token** as soon as :ref:`Auto return <paypal/auto-return>`
and :ref:`Payment Data Transfer (PDT) <paypal/pdt>` are enabled. If you need the **PDT Identity
Token**, disable and re-enable :guilabel:`Payment data transfer` to display the token again.
For encrypted website payments & EWP_SETTINGS errors, please check the `PayPal documentation
<https://developer.paypal.com/docs/online/>`_.
PayPal Account Optional
-----------------------
.. _payment_providers/paypal/configuration-odoo:
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`.
Configuration in Odoo
=====================
Payment Messages Format
-----------------------
#. :ref:`Navigate to the payment provider PayPal <payment_providers/add_new>`.
#. 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`.
#. Click :guilabel:`Generate your webhook` to create the :guilabel:`Webhook ID`.
#. Set the :guilabel:`State` field to :guilabel:`Enabled`, and make sure the PayPal payment provider
is :guilabel:`Published`.
#. Configure the remaining options as desired.
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.
.. _payment_providers/paypal/testing:
To do so, go to `your production account <https://www.paypal.com/cgi-bin/customerprofileweb
?cmd=_profile-language-encoding>`_. Then, click :guilabel:`More Options` and set the two default
encoding formats as :guilabel:`UTF-8`.
Testing
=======
.. tip::
- For Encrypted Website Payments & EWP_SETTINGS error, please check the `Paypal documentation
<https://developer.paypal.com/docs/online/>`_.
- Configure your :ref:`Paypal Sandbox account <paypal/testing>`, then follow this
`link <https://sandbox.paypal.com/cgi-bin/customerprofileweb?cmd=_profile-language-encoding>`_
to configure the encoding format in a test environment.
PayPal provides two sandbox accounts that you can use to simulate live transactions:
Settings in Odoo
================
.. seealso::
:ref:`payment_providers/add_new`
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:
- :guilabel:`Email`: the login email address in Paypal;
- :guilabel:`PDT Identity Token`: the key used to verify the authenticity of transactions.
.. _paypal/testing:
Test environment
================
Configuration
-------------
Thanks to PayPal sandbox accounts, you can test the entire payment flow in Odoo.
Log into the `Paypal Developer Site <https://developer.paypal.com/>`_ using your PayPal credentials,
which creates two sandbox accounts:
- A business account (to use as merchants, e.g.,
`pp.merch01-facilitator@example.com <mailto:pp.merch01-facilitator@example.com>`_);
- A default personal account (to use as shoppers, e.g.,
`pp.merch01-buyer@example.com <mailto:pp.merch01-buyer@example.com>`_).
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`.
Run a test transaction from Odoo using the sandbox personal account.
- A business account (to use as the merchant account, e.g., `ab-1abc12345678@business.example.com`);
- A default personal account (to use as the shopper account, e.g.,
`ba-9cba87654321@personal.example.com`).
To test the PayPal payment workflow in Odoo:
#. Log into the `Paypal Developer Site <https://developer.paypal.com/>`_ using your PayPal
credentials and go to :menuselection:`Testing Tools --> Sandbox Accounts`.
#. Click the :icon:`fa-ellipsis-v` (:guilabel:`ellipsis`) icon next to the sandbox business account
and select :guilabel:`View/Edit account`.
#. Copy the :guilabel:`Email`, :guilabel:`Client ID`, and :guilabel:`Secret` and save them for the
next step.
#. In Odoo, :ref:`configure the PayPal payment provider <payment_providers/paypal/configuration-odoo>`
with the values saved at the previous step and set the :guilabel:`State` field to
:guilabel:`Test Mode`.
You can then run a test transaction from Odoo using the sandbox personal account.
.. seealso::
- :ref:`payment_providers/test-mode`
- :doc:`../payment_providers`

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@ -1,32 +0,0 @@
====
SIPS
====
`SIPS <https://sips.worldline.com/>`_ is an online payments solution from the multinational
Worldline.
Configuration
=============
.. seealso::
- :ref:`payment_providers/add_new`
Credentials tab
---------------
Odoo needs your **API Credentials** to connect with your SIPS account, which comprise:
- **Merchant ID**: The ID solely used to identify the merchant account with SIPS.
- **Secret Key**: The key to sign the merchant account with SIPS.
- **Secret Key Version**: The version of the key, pre-filled.
- **Interface Version**: Pre-filled, don't change it.
You can copy your credentials from your SIPS environment info documentation, in the section
**PROD**, and paste them in the related fields under the **Credentials** tab.
.. important::
If you are trying SIPS as a test, with the *TEST* credentials, change the **State** to *Test
Mode*. We recommend doing this on a test Odoo database, rather than on your main database.
.. seealso::
- :doc:`../payment_providers`

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@ -0,0 +1,68 @@
=========
Worldline
=========
`Worldline <https://worldline.com/>`_ is a France-based company and the world's fourth largest
payment provider.
Settings in Worldline
=====================
.. _worldline/API-user:
Create an API user
------------------
It is recommended to set up an **API user** to create transactions from Odoo to ensure that your
Worldline configuration remains safe even if credentials are compromised. Additionally, API users do
not require frequent password updates like regular accounts.
To create an **API user**, proceed as follows:
#. Log into your `Worldline Merchant Portal <https://merchant-portal.preprod.worldline-solutions.com/dashboard>`_,
click the :icon:`fa-th` (:guilabel:`menu`) icon, and select :guilabel:`Back Office`.
#. Go to :menuselection:`Configuration --> Users` and click on :guilabel:`New User`.
#. Configure the following fields:
#. Specify a :guilabel:`UserID`, :guilabel:`User's name`, :guilabel:`E-mail address`, and
:guilabel:`Timezone` of your choice.
#. Set the :guilabel:`Profile` field to :guilabel:`Admin`.
#. Enable :guilabel:`Special user for API`.
.. tip::
If you have already set up a user, make sure it is activated without any error.
.. _worldline/set-up:
Set up Worldline for Odoo
-------------------------
Worldline must now be configured to accept payments from Odoo.
#. From your merchant portal, go to :menuselection:`Developer --> Payment API` and click on
:guilabel:`Generate API key`. Copy the :guilabel:`API key ID` and the :guilabel:`Secret API key`
and save them for :ref:`later <wordline/odoo-configuration>`.
#. Go to :menuselection:`Developer --> Webhooks` and click on :guilabel:`Generate webhook keys`.
Copy the :guilabel:`Webhook ID` and the associated :guilabel:`Secret webhook key` and
save them for :ref:`later <wordline/odoo-configuration>`.
#. | Click :guilabel:`Add webhook endpoint`, enter your Odoo database's URL followed by
`/payment/worldline/webhook` in the :guilabel:`Endpoint url` field, and :guilabel:`Confirm`.
| For example: `https://example.odoo.com/payment/worldline/webhook`.
.. _wordline/odoo-configuration:
Settings in Odoo
================
To set up Worldline in Odoo:
#. :ref:`Navigate to the payment provider Worldline <payment_providers/add_new>` and change its
state to :guilabel:`Enabled`.
#. In the :guilabel:`Credentials` tab, enter the :guilabel:`PSPID` of your Worldline account and
fill in the :guilabel:`API Key`, :guilabel:`API Secret`, :guilabel:`Webhook Key`, and
:guilabel:`Webhook Secret` with the values you saved at the step :ref:`Set up Worldline for
Odoo <worldline/set-up>`.
#. Configure the rest of the options to your liking.
.. seealso::
:doc:`../payment_providers`

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@ -141,7 +141,7 @@ SPF, DKIM and DMARC documentation of common providers
- `GoDaddy CNAME record <https://www.godaddy.com/help/add-a-cname-record-19236>`_
- `NameCheap <https://www.namecheap.com/support/knowledgebase/article.aspx/317/2237/how-do-i-add-txtspfdkimdmarc-records-for-my-domain/>`_
- `CloudFlare DNS <https://support.cloudflare.com/hc/en-us/articles/360019093151>`_
- `Google Domains <https://support.google.com/domains/answer/3290350?hl=en>`_
- `Squarespace DNS records <https://support.squarespace.com/hc/en-us/articles/360002101888-Adding-custom-DNS-records-to-your-Squarespace-managed-domain>`_
- `Azure DNS <https://docs.microsoft.com/en-us/azure/dns/dns-getstarted-portal>`_
To fully test the configuration, use the `Mail-Tester <https://www.mail-tester.com/>`_ tool, which

View File

@ -317,3 +317,43 @@ To change the default behavior, enable :ref:`developer-mode`, then go to :menuse
.. important::
These parameters are only used to prevent the creation of new records. They **do not prevent
replies** from being added to the chatter.
Allow alias domain system parameter
===================================
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 <developer-mode>`.
Then, go to :menuselection:`Settings app --> Technical --> Aliases`.
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.
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.
.. example::
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.
To add the `mail.catchall.domain.allowed` system parameter, first, activate the :ref:`developer mode
<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.
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.
.. image:: email_servers_inbound/allowed-domain.png
:alt: mail.catchall.domain.allowed system parameter set.
Local-part based incoming detection
===================================
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.

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@ -97,8 +97,8 @@ printer.
:alt: Edit the printer connected to the IoT box.
.. note::
Epson and Star receipt printers and Zebra label printers do not need a driver to work. Make sure
that no driver is selected for those printers.
Epson receipt printers and Zebra label printers do not need a driver to work. Make sure that no
driver is selected for those printers.
The printer is detected but is not recognized correctly
-------------------------------------------------------

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@ -174,6 +174,7 @@ document.
- :doc:`appraisals/new_appraisals`
- :doc:`appraisals/goals`
- :doc:`appraisals/appraisal_analysis`
- :doc:`appraisals/skills_evolution`
.. toctree::
:titlesonly:
@ -181,3 +182,4 @@ document.
appraisals/new_appraisals
appraisals/goals
appraisals/appraisal_analysis
appraisals/skills_evolution

View File

@ -24,13 +24,12 @@ Each appraisal card displays the following information:
- **Name**: the employee's name.
- **Department**: the department the employee is associated with.
- **Company**: the company the employee works for. This only appears in a multi-company
database.
- **Company**: the company the employee works for. This only appears in a multi-company database.
- **Date**: the date the appraisal was requested, or is scheduled for in the future.
- **Activities**: any :doc:`activities <../../essentials/activities>` that are scheduled for the
appraisal, such as *Meetings* or *Phone Calls*.
- **Manager**: the employee's manager, indicated by the profile icon in the bottom-right
corner of an appraisal card.
- **Manager**: the employee's manager, indicated by the profile icon in the bottom-right corner of
an appraisal card.
- **Status banner**: the status of the appraisal. A banner appears if an appraisal is marked as
either *Canceled* or *Done*. If no banner is present, that means the appraisal has not happened,
or has not been scheduled yet.
@ -274,8 +273,9 @@ Once the appraisal is marked as *Done*, the :guilabel:`Mark as Done` button disa
button.
Then, click the :guilabel:`Confirm` button that appears, and make any modifications needed. Once
all modifications are complete, click the the :guilabel:`Mark as Done` button again.
all modifications are complete, click the :guilabel:`Mark as Done` button again.
.. seealso::
- :doc:`../appraisals/goals`
- :doc:`../appraisals/appraisal_analysis`
- :doc:`../appraisals/skills_evolution`

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@ -0,0 +1,164 @@
================
Skills evolution
================
In Odoo's **Appraisals** app, it is possible to view employee's skills as they progress over time in
the :ref:`Skills Evolution <appraisals/identify-skills-evolution>` report, also known as the
*Appraisal Skills Report*.
Managers can use this to see who is achieving their various skill goals set on their appraisals, who
is meeting their skill deadlines, who has the highest performance in terms of skill development, and
more.
The *Skills Evolution* report also provides the ability to :ref:`search for employees with specific
skills <appraisals/identify-skills>` at certain levels, which can be helpful for scenarios where
specific skills are required.
.. _appraisals/identify-skills-evolution:
Skills evolution report
=======================
To access this *Skills Evolution* report, navigate to :menuselection:`Appraisals app --> Reporting
--> Skills Evolution`.
Doing so reveals the :guilabel:`Appraisal Skills Report` page, which displays a report of all
skills, grouped by employee, in alphabetical order, by default.
.. note::
Skill levels are **only** updated after an appraisal is marked as done. Any skill level changes
from ongoing appraisals that have **not** been finalized are **not** included in this report.
All the :guilabel:`Employee` lines are expanded, with all the various skill types nested below. Each
individual skill type is collapsed, by default. To view the individual skills contained within a
skill type, click anywhere on the skill type line to expand the data.
Each skill has the following information listed:
- :guilabel:`Employee`: the name of the employee.
- :guilabel:`Skill Type`: the category the skill falls under.
- :guilabel:`Skill`: the specific, individual skill.
- :guilabel:`Previous Skill Level`: the level the employee had previously achieved for the skill.
- :guilabel:`Previous Skill Progress`: the previous percentage of competency achieved for the skill
(based on the :guilabel:`Skill Level`).
- :guilabel:`Current Skill Level`: the current level the employee has achieved for the skill.
- :guilabel:`Current Skill Progress`: the current percentage of competency achieved for the skill.
- :guilabel:`Justification`: any notes entered on the skill, explaining the progress.
The color of the skill text indicates any changes from the previous appraisal. Skill levels that
have increased since the last appraisal appear in green, as an *Improvement*. Skill levels that have
**not** changed appear in black, as *No Change*. Skills that have regressed appear in red, as
*Regression*.
This report can be modified to find specific information by adjusting the :ref:`filters
<search/filters>` and :ref:`groupings <search/group>` set in the search bar at the top.
.. image:: skills_evolution/skills-report.png
:align: center
:alt: A report showing all the skills grouped by employee.
.. _appraisals/identify-skills:
Use case: Identify employees with specific skills
=================================================
Since the :guilabel:`Appraisal Skills Report` organizes all skills by employee, it can be difficult
to find employees with a specific skill at a specific level. To find these employees, a custom
filter must be used.
In this example, the report is modified to show employees with an expert level of Javascript
knowledge. To view only those employees, first remove all active filters in the search bar.
Next, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon in the search bar, then click
:guilabel:`Add Custom Filter` beneath the :icon:`fa-filters` :guilabel:`Filters` column to load an
:guilabel:`Add Custom Filter` pop-up window.
Using the drop-down menu in the first field, select :guilabel:`Skill`. Then, keep the second field
as-is, and select :guilabel:`Javascript` from the third drop-down menu in the third field.
Next, click :guilabel:`New Rule`, and another line appears. In this second line, select
:guilabel:`Current Skill Level` for the first drop-down field, leave the second field as-is, then
select :guilabel:`Expert` for the third drop-down field.
After the :guilabel:`New Rule` button is clicked, the word :guilabel:`"any"` in the sentence
:guilabel:`Match any of the following rules:`, changes from plain text into a drop-down menu. Click
the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon after the word :guilabel:`any`, and select
:guilabel:`all`.
Finally, click the :guilabel:`Add` button.
.. image:: skills_evolution/javascript.png
:align: center
:alt: The Custom Filter pop-up with the parameters set.
Now, only employees that have an :guilabel:`Expert` level for the skill :guilabel:`Javascript`
appear. In this example, only :guilabel:`Marc Demo` meets these criteria.
.. image:: skills_evolution/results.png
:align: center
:alt: The employees with expert Javascript skills.
Use case: Assess highest improvement
====================================
Another way to modify the :guilabel:`Appraisal Skills Report` is to identify the employee who has
the highest amount of improved skills over a specific period of time.
To view this information, first remove the default filter in the search bar. Next, click the
:icon:`fa-caret-down` :guilabel:`(down arrow)` icon in the search bar, then click
:guilabel:`Improvement` beneath the :icon:`fa-filter` :guilabel:`Filters` column. Enabling this
filter only presents skills that have improved.
It is possible to view the skills that have improved over a period of time, such as a specific
quarter, or month. With the search bar drop-down menu still expanded, click :guilabel:`Add Custom
Filter` at the bottom of the :icon:`fa-filter` :guilabel:`Filters` column, and an :guilabel:`Add
Custom Filter` pop-up window appears.
Select :guilabel:`Create Date` for the first drop-down field, then select :guilabel:`is between` for
the second drop-down field. Once :guilabel:`is between` is selected, a second field appears after
the last field. Using the calendar selector, select the date range to apply the filter to. Once all
the fields are properly formatted, click :guilabel:`Add`.
The custom filter presents only the skills that have improved during the specified time period,
organized by employee.
.. example::
To determine the employee with the most amount of improved skills for the third quarter, remove
the default filter in the search bar of the :guilabel:`Appraisal Skills Report`. Next, activate
the :guilabel:`Improvement` filter, then click :guilabel:`Add Custom Filter` at the bottom of the
:icon:`fa-filter` :guilabel:`Filters` column.
In the resulting :guilabel:`Add Custom Filter` pop-up window, select :guilabel:`Create Date` for
the first drop-down field, then select :guilabel:`is between` for the second drop-down field. Two
date fields appear after :guilabel:`is between` is selected.
Using the calendar selector, set the first date to :guilabel:`07/01/2024` and the second date to
:guilabel:`09/30/2024`, then click :guilabel:`Add`.
These filters present only the skills that have improved during the third quarter (between July
1st and September 30th, 2024), organized by employee.
.. image:: skills_evolution/custom-filter.png
:alt: The Custom Filter pop-up with the parameters set.
To view the number of employees and skills in further detail, click the :icon:`oi-view-pivot`
:guilabel:`(Pivot)` icon in the top-right corner to view the data in a pivot table. This presents a
pivot table with the employees populating the rows, and the only visible column represents the total
number of improved skills.
To expand more rows or columns to view which skill types had the most overall improvement, click
:icon:`fa-plus-square` :guilabel:`Total` above the :guilabel:`Count` column, then click
:guilabel:`Skill Type` from the resulting drop-down menu. This organizes the total improved skills
by their respective skill type.
.. example::
In this example, it is determined that :guilabel:`Charles Reginald` had the largest improvement
in the third quarter, with six improved skills. Additionally, they also had the most skill
improvements for both :guilabel:`Languages` (three) and :guilabel:`Programming Languages` (two).
.. image:: skills_evolution/largest-improvement.png
:alt: The pivot table showing the skill improvements for the third quarter.
.. seealso::
- :doc:`Odoo essentials reporting <../../essentials/reporting>`
- :doc:`../../essentials/search`

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