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[ADD] accounting: incoterms

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Seperating Incoterms section from "Intrastat" doc to make it a stand
alone documentation.

task-3305222

closes odoo/documentation#4613

X-original-commit: 971543266a
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
This commit is contained in:
Tom Aarab (toaa)
2023-05-31 12:46:05 +00:00
committed by Jonathan Castillo (jcs)
parent 670f8bb76c
commit f2ce4374aa
3 changed files with 48 additions and 32 deletions
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content/applications/finance/accounting/reporting/intrastat.rst
+1 -32
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@@ -29,11 +29,6 @@ Enable the Intrastat report by going to :menuselection:`Accounting --> Configura
Under the :guilabel:`Customer Invoices` section, tick :guilabel:`Intrastat` and then
:guilabel:`Save`.
.. important::
If your Odoo database was created before **January 13, 2022**, first :ref:`upgrade
<general/upgrade>` the `account_intrastat` module to add the new transaction codes and
:ref:`install <general/install>` the `account_intrastat_expiry` module to archive the old codes.
.. _intrastat/default-transaction-codes:
Default transaction codes: invoice and refund
@@ -44,16 +39,6 @@ invoice and refund transactions. Under :menuselection:`Accounting --> Configurat
select a :guilabel:`Default invoice transaction code` and/or a :guilabel:`Default refund transaction
code` and then :guilabel:`Save`. The code will be set automatically on all respective invoice lines.
.. _intrastat/default-incoterm:
Default Incoterm rule
---------------------
You can set a default :ref:`Incoterm rule <intrastat/incoterm>` to automatically populate the
Incoterm field on all newly created invoices and bills. Under :menuselection:`Accounting -->
Configuration --> Settings`, select the company's :guilabel:`Default Incoterm` and then
:guilabel:`Save`.
.. _intrastat/region-code:
Region code
@@ -143,22 +128,6 @@ to select a transaction code.
`National Bank of Belgium - Intrastat: Nature of transactions from January 2022
<https://www.nbb.be/doc/dd/onegate/data/new_natures_of_transaction_2022_en.pdf>`_
.. _intrastat/incoterm:
Incoterm rule
-------------
Incoterms are 11 internationally recognized rules defining the responsibilities of sellers and
buyers, specifying who is responsible for paying and managing the shipment, insurance,
documentation, customs clearance, and other logistical activities. A :ref:`default Incoterm
<intrastat/default-incoterm>` can be set for all invoices and bills.
To set the Incoterm manually, create an invoice or a bill, click the :guilabel:`Other Info` tab, and
select the :guilabel:`Incoterm`.
.. seealso::
`Wikipedia: Incoterms <https://en.wikipedia.org/wiki/Incoterms>`_
.. _intrastat/partner-country:
Partner country
@@ -223,7 +192,7 @@ Each report line refers to a single invoice line and contains the following info
- :ref:`Origin Country <intrastat/origin-country>`;
- :ref:`Partner VAT <intrastat/partner>`;
- :ref:`Transport Code <intrastat/transport-code>`;
- :ref:`Incoterm Code <intrastat/incoterm>`;
- :doc:`Incoterm Code <../customer_invoices/incoterms>`;
- :ref:`Weight <intrastat/quantity>`;
- :ref:`Supplementary Units <intrastat/quantity>`; and
- :ref:`Value <intrastat/value>`, which is always expressed in euros even if the original invoice or