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documentation/content/applications/finance/fiscal_localizations/egypt.rst
Sylvain Francis beeeff9068 [FIX] Egypt fiscal localizations: Update proxy install instructions 
Since Odoo 16, to install the local proxy, users need to select the
"Odoo IoT" option install of the "Local Proxy Mode" to install the local
proxy.

This commit updates both the text and accompanying screenshot

closes odoo/documentation#11620

Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
2024-12-31 15:46:26 +00:00

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=====
Egypt
=====
.. _egypt/installation:
Installation
============
:ref:`Install <general/install>` the following modules to get all the features of the Egyptian
localization:
.. list-table::
:header-rows: 1
* - Name
- Technical name
- Description
* - :guilabel:`Egypt - Accounting`
- ``l10n_eg``
- Default :ref:`fiscal localization package <fiscal_localizations/packages>`
* - :guilabel:`Egyptian E-invoice Integration`
- ``l10n_eg_edi_eta``
- :ref:`Egyptian Tax Authority (ETA) e-invoicing integration <egypt/e-invoicing>`
.. _egypt/e-invoicing:
Egyptian e-invoicing
====================
Odoo is compliant with the **Egyptian Tax Authority (ETA) e-invoicing** requirements.
.. important::
Egyptian e-invoicing is available from Odoo 15.0. If needed, :doc:`upgrade
</administration/upgrade>` your database.
.. seealso::
- `Video: Egypt E-invoicing <https://www.youtube.com/watch?v=NXuBPLR4pVw>`_
- :doc:`/administration/upgrade`
.. _egypt/e-invoicing-eta-portal:
Register Odoo on your ETA portal
--------------------------------
You must register your Odoo ERP system on your ETA portal to get your API credentials. You need
these codes to :ref:`configure your Odoo Accounting app <egypt/e-invoicing-configuration>`.
Access your company profile on the ETA portal by clicking on :guilabel:`View Taxpayer Profile`.
.. image:: egypt/taxpayer-profile.png
:align: center
:alt: Clicking on "View Taxpayer Profile" on an ETA invoicing portal
Next, go to the :guilabel:`Representatives` section and then click on :guilabel:`Register ERP`.
Fill out the :guilabel:`ERP Name` (e.g., ``Odoo``) and leave the other fields empty.
.. image:: egypt/add-erp-system.png
:align: center
:alt: Filling out of the form to register an ERP system on the ETA portal.
Once successfully registered, the website displays your API credentials:
- Client ID
- Client Secret 1
- Client Secret 2
.. note::
- ETA should give you a username and a password to access their online portal.
- Ask ETA to provide you with preproduction portal access as well.
- These codes are confidential and should be stored safely.
.. _egypt/e-invoicing-configuration:
Configuration on Odoo
---------------------
To connect your Odoo database to your ETA portal account, go to :menuselection:`Accounting -->
Configuration --> Settings --> ETA E-Invoicing Settings`, and set the :guilabel:`ETA Client ID` and
:guilabel:`ETA Secret` that you retrieved when you :ref:`registered Odoo on your ETA portal
<egypt/e-invoicing-eta-portal>`. Set an invoicing threshold if needed.
.. image:: egypt/eta-api-integration.png
:align: center
:alt: Configuration of the ETA E-Invoicing credentials in Odoo Accounting
.. important::
- **Test on your preproduction portal** before starting to issue real invoices on the production
ETA portal.
- **Credentials** for preproduction and production environments are different. Make sure to
update them on Odoo when you move from one environment to another.
- If not done yet, fill out your company details with your company's full address, country, and
Tax ID.
.. _egypt/e-invoicing-eta-codes:
ETA codes
~~~~~~~~~
E-invoicing works with a set of codes provided by the ETA. You can use the `ETA documentation
<https://sdk.preprod.invoicing.eta.gov.eg/codes/>`_ to code your business attributes.
Most of these codes are handled automatically by Odoo, provided that your :ref:`branches
<egypt/e-invoicing-branches>`, :ref:`customers <egypt/e-invoicing-customers>`, and :ref:`products
<egypt/e-invoicing-products>` are correctly configured.
- Company Information:
- Company Tax ID
- | Branch ID
| If you have only one branch, use ``0`` as the branch code.
- Activity type Code
- Other Information:
- | Product Codes
| Your company's products should be coded and matched with their **GS1** or **EGS** codes.
- | Tax Codes
| Most of the taxes codes are already configured on Odoo in the :guilabel:`ETA Code (Egypt)`
field. We advise you to make sure these codes match your company's taxes.
.. seealso::
- `Egyptian eInvoicing & eReceipt SDK - Code Tables
<https://sdk.preprod.invoicing.eta.gov.eg/codes/>`_
- :doc:`../accounting/taxes`
.. _egypt/e-invoicing-branches:
Branches
~~~~~~~~
Create a contact and a journal for each branch of your company and configure its ETA settings.
To do so, go to :menuselection:`Accounting --> Configuration --> Journals`, then click on
:guilabel:`Create`.
Name the journal according to your company's branch and set the :guilabel:`Type` as
:guilabel:`Sales`. Next, open the :menuselection:`Advanced Settings` tab and fill out the
:guilabel:`Egyptian ETA settings` section:
- In the :guilabel:`Branch` field, select the branch's contact or create it.
- Set the :guilabel:`ETA Activity Code`.
- Set the :guilabel:`ETA Branch ID` (use ``0`` if you have one branch only).
.. image:: egypt/branch-journal.png
:align: center
:alt: Sales journal configuration of an Egyptian company's branch
.. important::
The contact selected in the :guilabel:`Branch` field must be set as a :guilabel:`Company`
(**not** as an :guilabel:`Individual`), and the :guilabel:`Address` and :guilabel:`Tax ID` fields
must be filled out.
.. _egypt/e-invoicing-customers:
Customers
~~~~~~~~~
Make sure your customers' contact forms are correctly filled out so your e-invoices are valid:
- contact type: :guilabel:`Individual`: or :guilabel:`Company`:
- :guilabel:`Country`:
- :guilabel:`Tax ID`: Tax ID or Company registry for companies. National ID for individuals.
.. note::
You can edit your customers' contact forms by going to :menuselection:`Accounting --> Customers
--> Customers`.
.. _egypt/e-invoicing-products:
Products
~~~~~~~~
Make sure your products are correctly configured so your e-invoices are valid:
- :guilabel:`Product Type`: storable products, consumables, or services.
- :guilabel:`Unit of Measure`: if you also use Odoo Inventory and have enabled :doc:`Units of
Measure <../../inventory_and_mrp/inventory/product_management/configure/uom>`.
- :guilabel:`Barcode`: **GS1** or **EGS** barcode
- :guilabel:`ETA Item code` (under the :menuselection:`Accounting` tab): if the barcode doesn't
match your ETA item code.
.. note::
You can edit your products by going to :menuselection:`Accounting --> Customers --> Products`.
.. _egypt/e-invoicing-usb-authentication:
USB authentication
------------------
Each person who needs to electronically sign invoices needs a specific USB key to authenticate and
send invoices to the ETA portal through an ERP.
.. note::
You can contact the :abbr:`ETA (Egyptian Tax Authority)` or `Egypt Trust
<https://www.egypttrust.com/>`_ to get these USB keys.
.. _egypt/e-invoicing-local-proxy:
Install Odoo as a local proxy on your computer
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
An Odoo local server works as a bridge between your computer and your Odoo database hosted online.
Download the Odoo Community installer from the page https://www.odoo.com/page/download and start the
installation on your computer.
Select :guilabel:`Odoo IoT` as the type of install.
.. image:: egypt/install-odoo-local-proxy.png
:align: center
:alt: Selection of "Odoo IoT" during the installation of Odoo Community.
.. note::
This installation of Odoo only works as a server and does not install any Odoo apps on your
computer.
Once the installation is complete, the installer displays your **access token** for the Odoo Local
Proxy. Copy the token and save it in a safe place for later use.
.. seealso::
- `Odoo: Download Odoo <https://www.odoo.com/page/download>`_
- :doc:`../../../administration/on_premise`
.. _egypt/e-invoicing-usb-configuration:
Configure the USB key
~~~~~~~~~~~~~~~~~~~~~
Once the local proxy server is installed on your computer, you can link it with your Odoo database.
#. Go to :menuselection:`Accounting --> Configurations --> Thumb Drive` and click on
:guilabel:`Create`.
#. Input a :guilabel:`Company` name, the :guilabel:`ETA USB Pin` given to you by your USB key
provider, and the :guilabel:`Access Token` provided at the end of the :ref:`local proxy
installation <egypt/e-invoicing-local-proxy>`, then click on :guilabel:`Save`.
#. Click on :guilabel:`Get certificate`.
.. image:: egypt/thumb-drive.png
:align: center
:alt: Creating a new thumb drive for the e-invoicing of an egyptian company.
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