tiku-odoo
928d3e44c6
closes odoo/documentation#5976 Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
119 lines
4.3 KiB
ReStructuredText
119 lines
4.3 KiB
ReStructuredText
==========================================
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Fiscal positions (tax and account mapping)
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==========================================
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Default taxes and accounts are set on products and customers to create new transactions on the fly.
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However, depending on the customers' and providers' localization and business type, using different
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taxes and accounts for a transaction might be necessary.
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**Fiscal positions** allow the creation of rules to adapt the taxes and accounts used for a
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transaction automatically.
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They can be applied :ref:`automatically <fiscal_positions/automatic>`, :ref:`manually
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<fiscal_positions/manual>`, or :ref:`assigned to a partner <fiscal_positions/partner>`.
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.. note::
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Several default fiscal positions are available as part of your :ref:`fiscal localization
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package <fiscal_localizations/packages>`.
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Configuration
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=============
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.. _fiscal_positions/mapping:
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Tax and account mapping
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-----------------------
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To edit or create a fiscal position, go to :menuselection:`Accounting --> Configuration --> Fiscal
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Positions`, and open the entry to modify or click on :guilabel:`New`.
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The mapping of taxes and accounts is based on the default taxes and accounts defined in the
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product form.
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- To map to another tax or account, fill out the right column (:guilabel:`Tax to Apply`/
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:guilabel:`Account to Use Instead`).
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.. image:: fiscal_positions/fiscal-positions-tax-mapping.png
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:align: center
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:alt: Example of a fiscal position's tax mapping
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.. image:: fiscal_positions/fiscal-positions-account-mapping.png
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:align: center
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:alt: Example of a fiscal position's account mapping
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- To remove a tax, leave the field :guilabel:`Tax to Apply` empty.
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- To replace a tax with several other taxes, add multiple lines using the same :guilabel:`Tax on
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Product`.
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.. note::
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The mapping only works with *active* taxes. Therefore, make sure they are active by going to
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:menuselection:`Accounting --> Configuration --> Taxes`.
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Application
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===========
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.. _fiscal_positions/automatic:
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Automatic application
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---------------------
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To automatically apply a fiscal position following a set of conditions, go to
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:menuselection:`Accounting --> Configuration --> Fiscal Positions`, open the fiscal position to
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modify, and tick :guilabel:`Detect Automatically`.
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From there, several conditions can be activated:
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- :guilabel:`VAT Required`: the customer's VAT number must be present on their contact form.
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- :guilabel:`Country Group` and :guilabel:`Country`: the fiscal position is only applied to the
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selected country or country group.
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.. image:: fiscal_positions/fiscal-positions-automatic.png
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:align: center
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:alt: Example of a fiscal position automatic application settings
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.. note::
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- If the :doc:`Verify VAT Numbers <vat_verification>` feature is enabled, any fiscal positions
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with :guilabel:`VAT required` enabled will require Intra-Community valid VAT numbers to apply
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automatically.
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- Taxes on **eCommerce orders** are automatically updated once the customer has logged in or
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filled out their billing details.
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.. important::
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The fiscal positions' **sequence** defines which fiscal position is applied if all conditions
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set on multiple fiscal positions are met simultaneously.
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For example, suppose the first fiscal position in a sequence targets *country A* while the second
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fiscal position targets a *country group* that comprises *country A*. In that case, only the
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first fiscal position will be applied to customers from *country A*.
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.. _fiscal_positions/manual:
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Manual application
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------------------
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To manually select a fiscal position, open a sales order, invoice, or bill, go to the
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:guilabel:`Other Info` tab and select the desired :guilabel:`Fiscal Position` before adding product
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lines.
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.. image:: fiscal_positions/fiscal-positions-manual.png
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:align: center
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:alt: Selection of a fiscal position on a sales order, invoice, or bill
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.. _fiscal_positions/partner:
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Assign to a partner
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-------------------
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To define which fiscal position must be used by default for a specific partner, go to
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:menuselection:`Accounting --> Customers --> Customers`, select the partner, open the
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:guilabel:`Sales & Purchase` tab, and select the :guilabel:`Fiscal Position`.
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.. image:: fiscal_positions/fiscal-positions-customer.png
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:align: center
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:alt: Selection of a fiscal position on a customer
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.. seealso::
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* :doc:`../taxes`
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* :doc:`B2B_B2C`
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