Yannick Tivisse
7ad1fa3bea
https://docs.google.com/document/d/17dRCx09_TjJepXjvfXWmb_UMdoBYmP_63ztvv7qq6nk/edit#heading=h.2cgkkd8178p5
112 lines
3.1 KiB
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112 lines
3.1 KiB
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==============================
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Mexico Accounting Localization
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==============================
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Configuration
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~~~~~~~~~~~~~~
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First, install the Mexican Accounting Localization. For this, go in Apps
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and search for Mexico. Then click on *Install*.
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.. image:: media/mexico01.png
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:align: center
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.. tip::
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When creating a database from www.odoo.com, if you choose Mexico
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as country when creating your account, the mexican localization will be
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automatically installed.
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Accounting Reports
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~~~~~~~~~~~~~~~~~~
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Some specific reports have been added for the Mexican accounting
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localization :
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- DIOT
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- COA
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- Trial Balance
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Electronic Invoices (CDFI format)
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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When sending a customer invoice by email, there is an option to join the
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xml file of the invoice to your email (CDFI format). To activate this
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setting, go in accounting > settings and activate the Mexican Electronic
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Invoicing.
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.. image:: media/mexico02.png
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:align: center
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Invoices Certification
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~~~~~~~~~~~~~~~~~~~~~~
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With the Odoo Mexican Localization, certify your customer invoices.
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Create your customer invoice and simply send it to a PAC. The PAC will
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sign the invoice and send it back to you but also send the invoice to
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the SAT. Your customer is able to check on the SAT if your invoice is
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well valid before paying it.
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Configuration
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^^^^^^^^^^^^^
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First, make sure that your company is configured with the correct data.
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Go in :menuselection:`Settings --> Users --> Companies`
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and enter a valid address and VAT for
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your company. Don’t forget to define a mexican fiscal position on your
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company’s contact.
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.. tip::
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If you want to test the Mexican Localization, you can copy the
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below configuration.
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.. image:: media/mexico03.png
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:align: center
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To configure the EDI with the **PACs**, you can go in
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:menuselection:`Accounting --> Settings --> Electronic Invoicing (MX)``.
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You can choose a PAC within the`list of supported PACs and then enter
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your PAC username and PAC password.
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.. image:: media/mexico04.png
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:align: center
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.. tip::
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If you ticked the box *MX PAC test environment* there is no need
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to enter a PAC username or password.
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You then have to enter your **SAT Certificates**. You will have to
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upload your certificate, your certificate key and type your certificate
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password.
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.. image:: media/mexico05.png
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:align: center
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.. |download_mexico_certificate_cer| image:: ../../_static/banners/download-icon.png
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:alt: Certificate
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:target: ../../_static/files/certificate.cer
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.. |download_mexico_certificate_key| image:: ../../_static/banners/download-icon.png
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:alt: Certificate Key
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:target: ../../_static/files/certificate.key
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.. tip::
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Here is a SAT certificate you can use if you want to test the
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Mexican Accounting Locatization.
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- :ref:`Certificate:` |download_mexico_certificate_cer|
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- :ref:`Certificate Key:` |download_mexico_certificate_key|
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- Certificate password : 12345678a
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Process
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^^^^^^^
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Create a customer invoice and validate it. Now you can click on *Action*
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and *Update PAC status*. Your invoice status will be updated.
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.. image:: media/mexico06.png
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:align: center
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