[IMP] l10n_id: Improve Indonesia localization module documentation

content/applications/finance/fiscal_localizations/indonesia.rst

@@ -2,131 +2,142 @@
 Indonesia
 =========
 
-.. _localization_indonesia/e-faktur:
+.. _localizations/indonesia/modules:
 
-E-Faktur Module
-===============
+Modules
+=======
 
-The **E-Faktur Module** is installed by default with the Indonesian localization module. It allows
-one to generate a CSV file for one tax invoice or for a batch of tax invoices to upload to the
-**Tax Office e-Faktur** application.
+The following modules related to the Indonesian localization are available:
 
-.. _localization_indonesia/npwp_nik:
+.. list-table::
+   :widths: 25 25 50
+   :header-rows: 1
 
-NPWP/NIK settings
------------------
+   * - Name
+     - Technical name
+     - Description
+   * - :guilabel:`Indonesian - Accounting`
+     - `l10n_id`
+     - This module includes the default fiscal localization package.
+   * - :guilabel:`Indonesia E-faktur`
+     - `l10n_id_efaktur`
+     - This module includes the features required to export invoices as e-Faktur.
+   * - :guilabel:`Indonesia E-faktur (Coretax)`
+     - `l10n_id_efaktur_coretax`
+     - This module facilitates the generation of XML files for the Coretax system.
+
+.. _localizations/indonesia/configuration:
+
+Configuration
+=============
+
+.. _localizations/indonesia/configuration-company:
+
+Company
+-------
+
+Open the :guilabel:`Settings` app, go to the :doc:`Companies <../../general/companies>` section,
+and click :ref:`Update Info <general/companies/company>`.
+Ensure the :guilabel:`NPWP` field contains the **Tax Identification Number**, as an e-Faktur cannot
+be generated from an invoice otherwise.
+
+.. _localizations/indonesia/configuration-contacts:
 
-- | **Your Company**
-  | This information is used in the FAPR line in the effect file format. You need to set a VAT
-    number on the related partner of your Odoo company. If you don't, it won't be possible to create
-    an e-Faktur from an invoice.
-- | **Your Clients**
-  | You need to set the checkbox *ID PKP* to generate e-fakturs for a customer. You can use the VAT
-    field on the customer's contact to set the NPWP needed to generate the e-Faktur file. If your
-    customer does not have an NPWP, just enter the NIK in the same VAT field.
+Contacts
+--------
 
-  .. image:: indonesia/indonesia-partner-nik.png
-     :align: center
+To configure a partner for e-Faktur, go to their :doc:`contact <../../essentials/contacts>` form
+and fill in the following Indonesian-specific fields:
 
-.. _localization_indonesia/e-faktur_usage:
+* :guilabel:`Is PKP`: Check this box to allow e-Faktur generation for the partner.
+* :guilabel:`NPWP`: Enter the partner's Tax Identification Number.
+* :guilabel:`NIK`: If the partner does not have an :guilabel:`NPWP`, enter the :guilabel:`NIK` in
+  the :guilabel:`Accounting` tab under :guilabel:`Indonesian taxes`.
 
-Usage
------
+.. _localizations/indonesia/configuration-products:
 
-.. _localization_indonesia/tax_invoice_sn:
+Products
+--------
 
-Generate Tax Invoice Serial Number
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+To set a product's E-Faktur product code, go to :menuselection:`Accounting --> Customers -->
+Products` and access the desired product form. In the :guilabel:`Indonesian Localization` section,
+select a code in the :guilabel:`E-Faktur Product code` field. By default, the code is set to
+:guilabel:`000000 - Barang`.
 
-#. Go to :menuselection:`Accounting --> Customers --> e-Faktur`. In order to be able to export
-   customer invoices as e-Faktur for the Indonesian government, you need to put here the ranges of
-   numbers you were assigned by the government. When you validate an invoice, a number will be
-   assigned based on these ranges. Afterwards, you can filter the invoices still to export in the
-   invoices list and click on *Action*, then on *Download e-Faktur*.
-#. After receiving new serial numbers from the Indonesian Revenue Department, you can create a set
-   of tax invoice serial numbers group through this list view. You only have to specify the Min and
-   Max of each serial numbers' group and Odoo will format the number automatically to a 13-digits
-   number, as requested by the Indonesia Tax Revenue Department.
-#. There is a counter to inform you how many unused numbers are left in that group.
+.. image:: indonesia/efaktur_product.png
+   :alt: Product with the E-Faktur Product Code.
 
-   .. image:: indonesia/indonesia-sn-count.png
-      :align: center
+.. note::
+   :guilabel:`E-Faktur product codes` are pre-generated by Odoo and cannot be edited. Select a code
+   from the available options.
 
-.. _localization_indonesia/csv:
+.. _localizations/indonesia/configuration-uom-code:
 
-Generate e-faktur csv for a single invoice or a batch invoices
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+E-Faktur UoM Code
+~~~~~~~~~~~~~~~~~
 
-#. Create an invoice from :menuselection:`Accounting --> Customers --> Invoices`. If the invoice
-   customer's country is Indonesia and the customer is set as *ID PKP*, Odoo will allow you to
-   create an e-Faktur.
-#. Set a Kode Transaksi for the e-Faktur. There are constraints related to the Kode transaksi and
-   the type of VAT applied to invoice lines.
+.. tip::
+   Go to :menuselection:`Inventory --> Configuration --> Settings` to make sure the
+   :guilabel:`Units of Measure` option has been enabled.
 
-   .. image:: indonesia/indonesia-kode-transaksi.png
-      :align: center
+To configure the :guilabel:`E-Faktur UoM code`, go to :menuselection:`Inventory --> Configuration
+--> UoM Categories`. Open a category and select the appropriate :guilabel:`E-Faktur UoM Code` from
+the options.
 
-#. Odoo will automatically pick the next available serial number from the e-Faktur number table (see
-   the :ref:`section above <localization_indonesia/tax_invoice_sn>`) and generate the e-faktur
-   number as a concatenation of Kode Transaksi and serial number. You can see this from the invoice
-   form view under the page *Extra Info* in the box *Electronic Tax*.
+.. image:: indonesia/efaktur_uom.png
+   :alt: E-Faktur UoM.
 
-   .. image:: indonesia/indonesia-e-faktur-sn.png
-      :align: center
 
-#. Once the invoice is posted, you can generate and download the e-Faktur from the *Action* menu
-   item *Download e-faktur*. The checkbox *CSV created* will be set.
+.. _localizations/indonesia/accounting:
 
-   .. image:: indonesia/indonesia-csv-created.png
-      :align: center
+Accounting
+==========
 
-#. You can select multiple invoices in list view and generate a batch e-Faktur .csv.
+.. _localizations/indonesia/e-invoicing:
 
-.. _localization_indonesia/kode_transaksi_fp:
+E-invoicing
+-----------
 
-Kode Transaksi FP (Transaction Code)
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+.. _localizations/indonesia/e-faktur-xml:
 
-The following codes are available when generating an e-Faktur.
-- 01 Kepada Pihak yang Bukan Pemungut PPN (Customer Biasa)
-- 02 Kepada Pemungut Bendaharawan (Dinas Kepemerintahan)
-- 03 Kepada Pemungut Selain Bendaharawan (BUMN)
-- 04 DPP Nilai Lain (PPN 1%)
-- 06 Penyerahan Lainnya (Turis Asing)
-- 07 Penyerahan yang PPN-nya Tidak Dipungut (Kawasan Ekonomi Khusus/ Batam)
-- 08 Penyerahan yang PPN-nya Dibebaskan (Impor Barang Tertentu)
-- 09 Penyerahan Aktiva (Pasal 16D UU PPN)
+Generate an E-Faktur XML
+~~~~~~~~~~~~~~~~~~~~~~~~
 
-.. _localization_indonesia/replace_invoice:
+An e-Faktur can be created for an invoice if the customer's country is Indonesia and the
+:guilabel:`Is PKP` checkbox is enabled on their  :ref:`contact
+<localizations/indonesia/configuration-contacts>` form.
 
-Correct an invoice that has been posted and downloaded: Replace Invoice feature
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+To generate an e-Faktur XML:
 
-#. Cancel the original wrong invoice in Odoo. For instance, we will change the Kode Transakski from
-   01 to 03 for the INV/2020/0001.
-#. Create a new invoice and set the cancelled invoice in the *Replace Invoice* field. In this field,
-   we can only select invoices in *Cancel* state from the same customer.
-#. As you validate, Odoo will automatically use the same e-Faktur serial number as the cancelled and
-   replaced invoice replacing the third digit of the original serial number with *1* (as requested
-   to upload a replacement invoice in the e-Faktur app).
+#. Go to :menuselection:`Accounting --> Customers --> Invoices` and :ref:`create an invoice
+   <accounting/invoice/creation>`.
 
-.. image:: indonesia/indonesia-replace-invoice.png
-   :align: center
+#. In the :guilabel:`Other Info` tab, under the :guilabel:`Electronic Tax` section, select a
+   :guilabel:`Kode Transaksi` code.
 
-.. _localization_indonesia/reset_e-faktur:
+   .. note::
+      The :guilabel:`Kode Transaksi` codes are pre-generated by Odoo and cannot be edited.
 
-Correct an invoice that has been posted but not downloaded yet: Reset e-Faktur
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+#. After confirming the invoice, click the :icon:`fa-cog` :guilabel:`(Actions)` icon and select
+   :guilabel:`Download e-faktur`.
 
-#. Reset the invoice to draft and cancel it.
-#. Click on the button *Reset e-Faktur* on the invoice form view.
-#. The serial number will be unassigned, and we will be able to reset the invoice to draft, edit it
-   and re-assign a new serial number.
+The downloaded XML file can then be uploaded to the Coretax system. After the file is generated,
+the :guilabel:`e-Faktur Document (Coretax)` field in the invoice's :guilabel:`Electronic Tax`
+section is populated automatically.
 
-.. image:: indonesia/indonesia-e-faktur-reset.png
-   :align: center
+   .. image:: indonesia/faktur_invoice_confirmed.png
+      :alt: Invoice with E-Faktur Document.
 
-.. _localization_indonesia/qris-qr:
+   .. note::
+      To create a batch XML file for several invoices, select them in the invoice list view and
+      choose :guilabel:`Download e-faktur` from the :guilabel:`Actions` menu.
+
+.. important::
+   - The tax invoice number is generated by the Coretax system, not by Odoo.
+   - Once an e-Faktur XML file has been downloaded, it cannot be changed. Any subsequent download
+     will retrieve the original file.
+
+.. _localizations/indonesia/qris:
 
 QRIS QR code on invoices
 ========================
@@ -139,12 +150,16 @@ payments by scanning the QR code from their preferred e-wallet.
     QRIS expires after 30 minutes. Due to this restriction, the QR code is not included in reports
     sent to customers and is only available on the customer portal.
 
+.. _localizations/indonesia/qris-activate-qr-code:
+
 Activate QR codes
 -----------------
 
 Go to :menuselection:`Accounting --> Configuration --> Settings`. Under the :guilabel:`Customer
 Payments` section, activate the :guilabel:`QR Codes` feature.
 
+.. _localizations/indonesia/qris-bank-account-config:
+
 QRIS bank account configuration
 -------------------------------
 
@@ -161,6 +176,8 @@ based on the information provided by QRIS.
 .. seealso::
    :doc:`../accounting/bank`
 
+.. _localizations/indonesia/qris-bank-journal-configuration:
+
 Bank journal configuration
 --------------------------
 
@@ -170,11 +187,13 @@ out the :guilabel:`Account Number` and :guilabel:`Bank` under the :guilabel:`Jou
 .. image:: indonesia/journal-bank-config.png
     :alt: Bank journal configuration
 
+.. _localizations/indonesia/qris-invoices:
+
 Issue invoices with QRIS QR codes
 ---------------------------------
 
 When creating a new invoice, open the :guilabel:`Other Info` tab and set the :guilabel:`Payment
-QR-code` option to `QRIS`.
+QR-code` option to :guilabel:`QRIS`.
 
 .. image:: indonesia/invoice-qris.png
    :alt: Select QRIS QR-code option