242 lines
8.3 KiB
ReStructuredText
242 lines
8.3 KiB
ReStructuredText
=====
|
|
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.
|