[IMP] accounting: fiscal position update

taskid: 3272939

Author: chiaraprattico

content/applications/finance/accounting/taxation/taxes/fiscal_positions.rst

@@ -3,21 +3,18 @@ Fiscal positions (tax and account mapping)
 ==========================================
 
 Default taxes and accounts are set on products and customers to create new transactions on the fly.
-However, you might have to use different taxes and record the transactions on different accounts,
-according to your customers' and providers' localizations and business types.
+However, different taxes and different accounts for transactions might be necessary according to
+customers' and providers' localizations and business types.
 
-**Fiscal Positions** allow you to create *sets of rules* to automatically adapt the taxes and the
+**Fiscal Positions** allow the creation of sets of rules to automatically adapt the taxes and the
 accounts used for a transaction.
 
 .. image:: fiscal_positions/fiscal-positions-intra-community.png
    :align: center
-   :alt: Example: Belgian to Intra-Community tax mapping with Fiscal Positions in Odoo Accounting
+   :alt:   Example: Belgian to Intra-Community tax mapping with Fiscal Positions in Odoo Accounting
 
-They can be applied in various ways:
-
-- :ref:`automatically applied, based on some rules <fiscal_positions/automatic>`
-- :ref:`manually applied on a transaction <fiscal_positions/partner>`
-- :ref:`assigned to a partner, on its contact form <fiscal_positions/transaction>`
+They can be applied :ref:`automatically <fiscal_positions/automatic>`, :ref:`manually <fiscal_positions/partner>`
+or be directly :ref:`assigned to a partner <fiscal_positions/transaction>`.
 
 .. note::
    A few Fiscal Positions are already preconfigured on your database, as part of your :ref:`fiscal
@@ -28,40 +25,54 @@ Configuration
 
  .. _fiscal_positions/mapping:
 
-Tax and Account Mapping
+Tax and account mapping
 -----------------------
 
-To edit or create a Fiscal Position, go to :menuselection:`Accounting --> Configuration --> Fiscal
-Positions`, and open the entry you want to modify or click on *Create*.
+To edit or create a fiscal position, go to :menuselection:`Accounting --> Configuration --> Fiscal
+Positions`, and open the entry you want to modify or click on :guilabel:`New`.
 
 The mapping of taxes and accounts is based on the default taxes and accounts defined in the
-products' forms.
+products forms.
 
 - To map to another tax or account, fill out the right column (**Tax to Apply**/**Account to Use
   Instead**).
-- To remove a tax, rather than replacing it with another, leave the field **Tax to Apply** empty.
-- To replace a tax with multiple other taxes, add multiple lines with the same **Tax on Product**.
+
+.. image:: fiscal_positions/fiscal-position-tax-map.png
+   :align: center
+   :alt:   Tax mapping for fiscal positions
+
+.. image:: fiscal_positions/fiscal-position-account-map.png
+   :align: center
+   :alt:   Account mapping for fiscal positions
+
+- To remove a tax, rather than replacing it with another, leave the field :guilabel:`Tax to Apply`
+  empty.
+- To replace a tax with multiple other taxes, add multiple lines with the same
+  :guilabel:`Tax on Product`.
 
 .. note::
    The mapping only works with *active* taxes. Therefore, make sure they are active by going to
    :menuselection:`Accounting --> Configuration --> Taxes`.
 
 .. _fiscal_positions/automatic:
 
+Application
+===========
+
 Automatic application
 ---------------------
 
 You can configure your Fiscal Positions to be applied automatically, following a set of conditions.
+To do so, open the Fiscal Position you want to modify and tick the :guilabel:`Detect Automatically`
+button. In this view, other configurations can be activated:
 
-To do so, open the Fiscal Position you want to modify and click on **Detect Automatically**. You can
-configure a few conditions:
-
-- **VAT Required**: The VAT number *must* be indicated in the customer's contact form.
-- **Country Group** / **Country**: The Fiscal Position is applied to these countries.
+- :guilabel:`VAT Required`: The VAT number must be indicated in the customer's contact form.
+- :guilabel:`Country Group` and :guilabel:`Country`: The Fiscal Position is applied to these
+  countries.
 
-.. image:: fiscal_positions/fiscal-positions-automatic.png
+.. image:: fiscal_positions/fiscal-positions-country.png
    :align: center
-   :alt: Example of settings to apply a Fiscal Position automatically
+   :alt:   Example of settings to apply a Fiscal Position automatically
 
 .. note::
    Taxes on **eCommerce orders** are automatically updated once the visitor has logged in or filled
@@ -75,36 +86,31 @@ configure a few conditions:
    targets a *Country Group* that also comprises *country A*, only the first Fiscal Position will be
    applied to customers from *country A*.
 
-.. _fiscal_positions/application:
-
-Application
-===========
-
-.. _fiscal_positions/partner:
-
-Assign a Fiscal Position to a partner
--------------------------------------
+.. _fiscal_positions/transaction:
 
-You can manually define which Fiscal Position must be used by default for a specific partner.
+Manual application
+------------------
 
-To do so, open the partner's contact form, go to the **Sales & Purchase** tab, edit the **Fiscal
-Position** field, and click on *Save*.
+To manually select a fiscal position, go to the :guilabel:`Other Info` tab of the sales order,
+invoice, or bill and select the right :guilabel:`Fiscal Position` before adding product lines.
 
-.. image:: fiscal_positions/fiscal-positions-partner.png
+.. image:: fiscal_positions/fiscal-positions-transactions.png
    :align: center
    :alt: Selection of a Fiscal Position on a Sales Order / Invoice / Bill in Odoo Accounting
 
-.. _fiscal_positions/transaction:
+.. _fiscal_positions/partner:
 
-Choose Fiscal Positions manually on Sales Orders, Invoices, and Bills
----------------------------------------------------------------------
+Assign to a partner
+-------------------
 
-To manually select which Fiscal Position to use for a new Sales Order, Invoice, or Bill, go to the
-**Other Info** tab and select the right **Fiscal Position** *before* adding product lines.
+You can manually define which fiscal position must be used by default for a specific partner. To do
+so, go to :menuselection:`Accounting --> Customers --> Customers`, open the customer's contact form,
+go to the :guilabel:`Sales & Purchase` tab, and edit the :guilabel:`Fiscal Position` field in
+the :guilabel:`Fiscal information` section.
 
-.. image:: fiscal_positions/fiscal-positions-transaction.png
+.. image:: fiscal_positions/fiscal-position-customer.png
    :align: center
-   :alt: Selection of a Fiscal Position on a Sales Order / Invoice / Bill in Odoo Accounting
+   :alt: Selection of a Fiscal Position for partner
 
 .. seealso::