diff --git a/content/applications/finance/fiscal_localizations/chile.rst b/content/applications/finance/fiscal_localizations/chile.rst index adcb4eca4c..5442410e86 100644 --- a/content/applications/finance/fiscal_localizations/chile.rst +++ b/content/applications/finance/fiscal_localizations/chile.rst @@ -2,898 +2,1001 @@ Chile ===== -Introduction -============ - -The Chilean localization has been improved and extended in Odoo v13. In this version, the next -modules are available: - -- **l10n_cl:** Adds accounting features for the Chilean localization, which represent the minimal - configuration required for a company to operate in Chile and under the SII (Servicio de Impuestos - Internos) regulations and guidelines. - -- **l10n_cl_edi:** Includes all technical and functional requirements to generate and receive - Electronic Invoice via web service, based on the SII regulations. +.. tip:: + Watch the two webinar recordings below for a general presentation of the localization, and search + the playlist for tutorials to discover practical workflows while using Odoo in Chile. -- **l10n_cl_reports:** Adds the reports Propuesta F29 y Balance Tributario (8 columnas). + - `Webinar: intro and demo `_. + - `Webinar: delivery guide `_. + - `Playlist of tutorials + `_. .. seealso:: - - `App Tour - Localización de Chile `_ - - `Smart Tutorial - Localización de Chile `_ - -Configuration -============= - -Install the Chilean localization modules ----------------------------------------- - -For this, go to *Apps* and search for Chile. Then click *Install* in the module **Chile -E-invoicing**. This module has a dependency with **Chile - Accounting**. In case this last -one is not installed, Odoo installs it automatically with E-invoicing. - -.. image:: chile/Chile01.png - :align: center - :alt: Chilean module to install on Odoo. + - `Chilean localization app tour `_ + - `Chilean localization smart tutorial + `_ + +.. _chile/configuration: + +Modules +======= + +:ref:`Install ` the following modules to utilize all the features of the Chilean +localization. + +.. list-table:: + :header-rows: 1 + + * - Name + - Technical name + - Description + * - :guilabel:`Chile - Accounting` + - `l10n_cl` + - Adds the minimal accounting features required for a company to operate in Chile under the + :abbr:`SII (Servicio de Impuestos Internos)` regulations and guidelines. + * - :guilabel:`Chile - Accounting Reports` + - `l10n_cl_reports` + - Adds the *Propuesta F29* and *Balance Tributario (8 columnas)* reports. + * - :guilabel:`Chile - E-invoiving` + - `l10n_cl_edi` + - Includes all technical and functional requirements to generate and receive electronic + invoices online based on the :abbr:`SII (Servicio de Impuestos Internos)` regulations. + * - :guilabel:`Chile - Electronic Receipt` + - `l10n_cl_boletas` + - Includes all technical and functional requirements to generate and receive electronic + invoices digitally based on the :abbr:`SII (Servicio de Impuestos Internos)` regulations. + * - :guilabel:`Electronic Esports of Goods for Chile` + - `l10n_cl_edi_exports` + - Includes technical and functional requirements to generate electronic invoices for exporting + goods based on the :abbr:`SII (Servicio de Impuestos Internos)` and customs regulations. + * - :guilabel:`Chile - E-Invoicing Delivery Guide` + - `l10n_cl_edi_stock` + - Includes all technical and functional requirements to generate delivery guides via web + service based on the :abbr:`SII (Servicio de Impuestos Internos)` regulations. + * - :guilabel:`Chile - E-Invoicing Delivery Guide` + - `l10n_cl_edi_stock` + - Includes all technical and functional requirements to generate delivery guides online based + on the :abbr:`SII (Servicio de Impuestos Internos)` regulations. .. note:: - When you install a database from scratch selecting Chile as country, Odoo will automatically - install the base module: Chile - Accounting. - - -Company Settings ----------------- - -Once the modules are installed, the first step is to set up your company data. Additional -to the basic information, you need to add all the data and elements required for Electronic -Invoice, the easiest way to configure it is in -:menuselection:`Accounting --> Settings --> Chilean Localization`. + - Odoo automatically installs the appropriate package for the company according to the country + selected at the creation of the database. + - The *Chile - E-Invoicing Delivery Guide* module depends on the *Inventory* application. .. important:: - All the following configuration and functionality is only available in Odoo if your - company already passed the `Certification process `_ - in the SII - Sistema de Facturación de Mercado, this certification enables you to - generate electronic invoices from your ERP and send them automatically to the SII. - If your company has not passed this certification yet, make sure you communicate this - to your Account Manager as a special process outside Odoo is required in order to complete - this certification. - -Fiscal Information -~~~~~~~~~~~~~~~~~~ + All features are only available if the company already completed the `SII Sistema de Facturación + de Mercado `_ + certification process. -Fill in the fiscal information for your company according to the SII register, follow the -instructions on each section. +Company information +=================== -.. image:: chile/Chile02.png - :align: center - :alt: Chilean company fiscal data. +Navigate to :menuselection:`Settings --> Companies: Update Info` and ensure the following company +information is up-to-date and correctly filled in: -Electronic Invoice Data -~~~~~~~~~~~~~~~~~~~~~~~ +- :guilabel:`Company Name` +- :guilabel:`Address`: -This is part of the main information required to generate electronic Invoice, select your -environment and the legal information, as well as the email address to receive invoices -from your vendors and the alias you use to send invoices to your customers. + - :guilabel:`Street` + - :guilabel:`City` + - :guilabel:`State` + - :guilabel:`ZIP` + - :guilabel:`Country` -.. image:: chile/Chile03.png - :align: center - :alt: Chilean edi environment settings. +- :guilabel:`Tax ID`: enter the identification number for the selected :ref:`Taxpayer Type + `. +- :guilabel:`Activity Names`: select up to four activity codes. +- :guilabel:`Company Activity Description`: enter a short description of the company's activity. -Configure DTE Incoming email server -*********************************** +Accounting settings +=================== -In order to receive you the claim and acceptance emails from your customers, it is -crucial to define the DTE incoming email server, considering this configuration: +Next, navigate to :menuselection:`Accounting --> Configuration --> Settings --> Chilean +Localization` and follow the instructions to configure the: -.. image:: chile/Chile03_2.png - :align: center - :alt: Incoming email server configuration for Chilean DTE. +- :ref:`Fiscal information ` +- :ref:`Electronic invoice data ` +- :ref:`DTE incoming email server ` +- :ref:`Signature certificates ` -.. tip:: - For your Go-live make sure you archive/remove from your inbox all the emails - related to vendor bills that are not required to be processed in Odoo. +.. _chile/fiscal-info: -Certificate -~~~~~~~~~~~ +Fiscal information +------------------ -In order to generate the electronic invoice signature, a digital certificate with the extension -``pfx`` is required, proceed to this section and load your file and password. +Configure the following :guilabel:`Tax payer information`: -.. image:: chile/Chile03_3.png - :align: center - :alt: Digital certificate access. +- :guilabel:`Taxpayer Type` by selecting the taxpayer type that applies: -.. image:: chile/Chile04.png - :align: center - :alt: Digital certificate configuration. + - :guilabel:`VAT Affected (1st Category)`: for invoices that charge taxes to customers + - :guilabel:`Fees Receipt Issuer (2nd Category)`: for suppliers who issue fees receipt (Boleta) + - :guilabel:`End consumer`: only issues receipts + - :guilabel:`Foreigner` -A certificate can be shared between several users. If this is the case leave the user field empty, -so all your billing users can use the same one. On the other hand, if you need to restrict the -certificate for a particular user, just define the users in the certificate. +- :guilabel:`SII Office`: select your company's :abbr:`SII (Servicio de Impuestos Internos)` + regional office -.. note:: - In some cases, depending on the certificate format, it is possible that the field Subject Serial - Number is not loaded automatically. If this is the case, you can manually edit this field by - filling it with the Certificate's legal representative RUT. +.. _chile/electronic-invoice: -Financial Reports -~~~~~~~~~~~~~~~~~ +Electronic invoice data +----------------------- -The report Propuesta F29 requires two values that need to be defined as part of the company -configuration: +Select your :guilabel:`SII Web Services` environment: -.. image:: chile/Chile05.png - :align: center - :alt: Fiscal reports parameters. +- :guilabel:`SII - Test`: for test databases using test :abbr:`CAFs (Folio + Authorization Code)` obtained from the :abbr:`SII (Servicio de Impuestos Internos)`. In this mode, + the direct connection flows can be tested, with the files being sent to the :abbr:`SII (Servicio + de Impuestos Internos)`. +- :guilabel:`SII - Production`: for production databases. +- :guilabel:`SII - Demo Mode`: files are created and accepted automatically in demo mode but are + **not** sent to the :abbr:`SII (Servicio de Impuestos Internos)`. For this reason, rejection + errors or *Accepted with Objections* will not appear in this mode. Every internal validation can + be tested in demo mode. Avoid selecting this option in a production database. -Multicurrency -~~~~~~~~~~~~~ +Then, enter the :guilabel:`Legal Electronic Invoicing Data`: -The official currency rate in Chile is provided by the Chilean service `mindicador.cl -`_. You can find this service in the currency rate configuration, and you -can set a predefined interval for the rate updates. +- :guilabel:`SII Resolution N°` +- :guilabel:`SII Resolution Date` -.. image:: chile/Chile05_2.png +.. image:: chile/electronic-invoice-data.png + :alt: Required information for electronic invoice. :align: center - :alt: Currency reate service for Chile. - -Chart of accounts -~~~~~~~~~~~~~~~~~ - -The chart of accounts is installed by default as part of the set of data included in -the localization module. The accounts are mapped automatically in: - -- Taxes. -- Default Account Payable. -- Default Account Receivable. -- Transfer Accounts. -- Conversion Rate. - - -Master Data ------------ - -Partner -~~~~~~~ - -Identification Type and VAT -*************************** -As part of the Chilean localization, the identification types defined by the SII -are now available on the Partner form. This information is essential for most transactions. +.. _chile/dte-email: -.. image:: chile/Chile06.png - :align: center - :alt: Chilean identification types for partners. - -TaxpayerType -************ +DTE incoming email server +========================= -In Chile, the document type associated with customers and vendors transactions is defined -based on the Taxpayer Type. This field should be defined in the partner form, when creating -a customer is important you make sure this value is set: +The :abbr:`DTE (Documentos Tributarios Electrónicos)` :guilabel:`Email Box Electronic Invoicing` can +be defined to receive your customers' claim and acceptance emails. Enabling this option from +:menuselection:`Accounting --> Configuration --> Settings --> Chilean Localization` is necessary if +you want to use *Email Box Electronic Invoicing* as the :abbr:`DTE (Documentos Tributarios +Electrónicos)` incoming email server. -.. image:: chile/Chile07.png +.. important:: + In order to receive your SII documents, it's necessary to set up your own email server. More + information on how to do this can be found in this documentation: + :doc:`../../general/email_communication/email_servers` + +Begin by clicking :guilabel:`Configure DTE Incoming Email`, then click :guilabel:`New` to add a +server and fill in the following fields: + +- :guilabel:`Name`: give the server a name. +- :guilabel:`Server Type`: select the server type used. + + - :guilabel:`IMAP Server` + - :guilabel:`POP Server` + - :guilabel:`Local Server`: uses a local script to fetch emails and create new records. The + script can be found in the :guilabel:`Configuration` section with this option selected. + - :guilabel:`Gmail OAuth Authentication`: requires your Gmail API credentials to be configured in + the general settings. A direct link to the configuration can be found in the :guilabel:`Login + Information` section. + +- :guilabel:`DTE Server`: enable this option. By checking this option, this email account will be + used to receive the electronic invoices from the suppliers, and communications from the :abbr:`SII + (Servicio de Impuestos Internos)` regarding the electronic invoices issued. In this case, this + email should match both emails declared on the :abbr:`SII (Servicio de Impuestos Internos)` site + in the section: *ACTUALIZACION DE DATOS DEL CONTRIBUYENTE*, *Mail Contacto SII* and *Mail Contacto + Empresas*. + +In the :guilabel:`Server & Login` tab (for IMAP and POP servers): + +- :guilabel:`Server Name`: enter the hostname or IP of the server. +- :guilabel:`Port`: enter the server port. +- :guilabel:`SSL/TLS`: enable this option if connections are encrypted using the SSL/TLS protocol. +- :guilabel:`Username`: enter the server login username. +- :guilabel:`Password`: enter the server login password. + +.. image:: chile/dte-incoming-email.png + :alt: Incoming email server configuration for Chilean DTE. :align: center - :alt: Chilean taxpayer types for partners. +.. tip:: + Before going live, it is recommended to archive or remove all emails related to vendor bills that + are not required to be processed in Odoo from your inbox. -Electronic Invoice Data -*********************** +.. _chile/certificate: -As part of the information that is sent in the electronic Invoice, you need to define the -email that is going to appear as the sender of the electronic invoice to your customer, and -the Industry description. +Certificate +----------- -.. image:: chile/Chile07_2.png - :align: center - :alt: Chilean electronic invoice data for partners. +A digital certificate in `.pfx` format is required to generate the electronic invoice signature. To +add one, click :guilabel:`Configure Signature Certificates` under the :guilabel:`Signature +Certificates` section. Then, click :guilabel:`New` to configure the certificate: +- :guilabel:`Certificate Key`: click :guilabel:`Upload your file` and select the `.pfx` file. +- :guilabel:`Certificate Passkey`: enter the file's passphrase. +- :guilabel:`Subject Serial Number`: depending on the certificate format, the field might not be + automatically populated. In that case, enter the certificate's legal representative :abbr:`RUT + (Rol Único Tributario)`. +- :guilabel:`Certificate Owner`: select one if you need to restrict the certificate for a specific + user. Leave the field empty to share it with all billing users. -Taxes -~~~~~ - -As part of the localization module, the taxes are created automatically with their related -financial account and configuration. - -.. image:: chile/Chile08.png +.. image:: chile/new-certificate.png + :alt: Digital certificate configuration. :align: center - :alt: Chilean taxes list. -Taxes Types -*********** +Multicurrency +============= -Chile has several tax types, the most common ones are: +The official currency rate is provided by `Chilean mindicador.cl `_. Navigate +to :menuselection:`Accounting --> Configuration --> Settings --> Currencies: Automatic Currency +Rates` to set an :guilabel:`Interval` for when the rate is automatically updated, or to select +another :guilabel:`Service`. -- VAT. Is the regular VAT and it can have several rates. -- ILA (Impuesto a la Ley de Alcholes). Taxes for alcoholic drinks. It has a different rate. +Partner information +=================== +Configuring partner contacts is also required to send :abbr:`SII (Servicio de Impuestos Internos)` +electronic invoices. Open the :menuselection:`Contacts` app to do so and fill in the following +fields on a new or existing contact form. -Fiscal Positions -~~~~~~~~~~~~~~~~ +- :guilabel:`Name` +- :guilabel:`Email` +- :guilabel:`Identification Number` +- :guilabel:`Taxpayer Type` +- :guilabel:`Activity Description` -Based on the purchase transactions, the VAT can have different affections. This will be done -in Odoo using the default purchase fiscal positions. +In the :guilabel:`Electronic Invoicing` tab: +- :guilabel:`DTE Email`: enter the sender's email address for the partner. +- :guilabel:`Delivery Guide Price`: select which price the delivery guide displays, if any. -Document Types -~~~~~~~~~~~~~~ +.. note:: + The :guilabel:`DTE Email` is the email used for sending electronic documents and must be set in + the contact that will be part of an electronic document. -In some Latin American countries, including Chile, some accounting transactions like invoices and -vendor bills are classified by document types defined by the government fiscal authorities (In -Chile case: SII). +.. image:: chile/dte-email-electronic-invoice.png + :alt: Chilean electronic invoice data for partners. + :align: center -The document type is essential information that needs to be displayed in the printed reports and -that needs to be easily identified within the set of invoices as well of account moves. +Document types +============== -Each document type can have a unique sequence per company. As part of the localization, -the Document Type includes the country on which the document is applicable and the data -is created automatically when the localization module is installed. +Accounting documents are categorized by :abbr:`SII (Servicio de Impuestos Internos)`-defined +document types. -The information required for the document types is included by default so the user doesn't need to -fill anything on this view: +Document types are created automatically upon installation of the localization module, and can be +managed by navigating to :menuselection:`Accounting --> Configuration --> Document Types`. -.. image:: chile/Chile09.png - :align: center +.. image:: chile/chilean-document-types.png :alt: Chilean fiscal document types list. + :align: center .. note:: - There are several document types that are inactive by default but can be activated if needed. - - -Use on Invoices -*************** + Several document types are inactive by default but can be activated by toggling the + :guilabel:`Active` option. -The document type on each transaction will be determined by: +Use on invoices +--------------- -- The Journal related to the Invoice, identifying if the journal uses documents. -- Condition applied based on the type of Issues and Receiver (ex. Type of fiscal - regimen of the buyer and type of fiscal regimen of the vendor). +The document type on each transaction is determined by: +- The journal related to the invoice, identifying if the journal uses documents. +- The condition applied based on the type of issuer and recipient (e.g., the buyer or vendor's + fiscal regime). Journals --------- +======== -Usage -~~~~~ - -Sales -***** +*Sales journals* in Odoo usually represent a business unit or location. -Sales Journals in Odoo usually represent a business unit or location, example: +.. example:: + - Ventas Santiago. + - Ventas Valparaiso. -- Ventas Santiago. -- Ventas Valparaiso. +For retail stores it is common to have one journal per :abbr:`POS (Point of Sale)`. -For the retail stores is common to have one journal per POS: +.. example:: + - Cashier 1. + - Cashier 2. -- Cashier 1. -- Cashier 2. +The *purchase* transactions can be managed with a single journal, but sometimes companies use more +than one journal in order to handle some accounting transactions that are not related to vendor +bills. This configuration can easily be set by using the following model. +.. example:: + - Tax payments to the government. + - Employees payments. -Purchases -********* +Create a sales journal +---------------------- -The transactions purchase can be managed with a single journal, but sometimes companies use -more than one in order to handle some accounting transactions that are not related to vendor -bills but can be easily registered using this model, for example: +To create a sales journal, navigate to :menuselection:`Accounting --> Configuration --> Journals`. +Then, click the :guilabel:`New` button, and fill in the following required information: -- Tax Payments to government. -- Employees payments. +- :guilabel:`Type`: select :guilabel:`Sale` from the drop-down menu for customer invoice journals. +- :guilabel:`Point of sale type`: if the sales journal will be used for electronic documents, the + option :guilabel:`Online` must be selected. Otherwise, if the journal is used for invoices + imported from a previous system or if you are using the :abbr:`SII (Servicio de Impuestos + Internos)` portal *Facturación MiPyme*, you can use the option :guilabel:`Manual`. +- :guilabel:`Use Documents`: check this field if the journal will use document types. This field is + only applicable to purchase and sales journals that can be related to the different sets of + document types available in Chile. By default, all the sales journals created will use documents. +Next, from the :guilabel:`Jounal Entries` tab, define the :guilabel:`Default Income Account` and +:guilabel:`Dedicated Credit Note Squence` in the :guilabel:`Accounting Information` section. +Configuring these fields is required for one of the debit notes :ref:`use cases `. -Configuration -~~~~~~~~~~~~~ +.. _chile/caf-documentation: -When creating sales journals the next information must be filled in: +CAF +=== -**Point of sale type**: If the Sales journal will be used for electronic documents, the option -Online must be selected. Otherwise, if the journal is used for invoices imported from a previous -system or if you are using the SII portal “Facturación MiPyme“ you can use the option Manual. +A *folio authorization code* (CAF) is required for each document type that will be issued +electronically. The :abbr:`CAF (Folio Authorization Code)` is a file the :abbr:`SII (Servicio de +Impuestos Internos)` provides to the issuer with the folios/sequences authorized for the electronic +invoice documents. -**Use Documents**: This field is used to define if the journal will use Document Types. It is only -applicable to Purchase and Sales journals that can be related to the different sets of document -types available in Chile. By default, all the sales journals created will use documents. +Your company can request multiple folios and obtain several :abbr:`CAFs (Folio Authorization Codes)` +linked to different folio ranges. These :abbr:`CAFs (Folio Authorization Code)` are shared within +all journals, so you only need one active :abbr:`CAF (Folio Authorization Code)` per document type, +and it will be applied to all journals. -.. image:: chile/Chile41.png - :align: center - :alt: Document type configuration on Journal. +Please refer to the `SII documentation `_ to check the +details on how to acquire the :abbr:`CAF (Folio Authorization Code)` files. .. important:: - For the Chilean localization, it is important to define the default Debit and Credit accounts - as they are required for one of the debit notes use cases. + The :abbr:`CAFs (Folio Authorization Code)` required by the :abbr:`SII (Servicio de Impuestos + Internos)` are different from production to test (certification mode). Make sure you have the + correct :abbr:`CAF (Folio Authorization Code)` set depending on your environment. -.. _chile/caf-documentation: - -CAF ---- - -A CAF (Folio Authorization Code) is required, for each document type that is issued to your -customers, the CAF is a file the SII provides to the Emisor with the folio/sequence authorized -for the electronic invoice documents. +Upload CAF files +---------------- -Your company can make several requests for folios and obtain several CAFs, each one associated -with different ranges of folios. The CAFs are shared within all the journals, this means -that you only need one active CAF per document type and it will be applied on all journals. +Once the :abbr:`CAF (Folio Authorization Code)` files have been acquired from the :abbr:`SII +(Servicio de Impuestos Internos)` portal, they need to be uploaded in the database by navigating to +:menuselection:`Accounting --> Configuration: Chilean SII --> CAFs`. Then, click the :guilabel:`New` +begin the configuration. On the :abbr:`CAF (Folio Authorization Code)` form, upload your :abbr:`CAF +(Folio Authorization Code)` file by clicking the :guilabel:`Upload your file` button and then click +:guilabel:`Save`. -Please refer to the `SII documentation `_ to check the -detail on how to acquire the CAF. +Once uploaded, the status changes to :guilabel:`In Use`. At this moment, when a transaction is used +for this document type, the invoice number takes the first folio in the sequence. .. important:: - The CAFs required by the SII are different from Production to Test (Certification mode). Make - sure you have the correct CAF set depending on your environment. + The document types have to be active before uploading the :abbr:`CAF (Folio Authorization Code)` + files. In case some folios have been used in the previous system, the next valid folio has to be + set when the first transaction is created. +Chart of accounts +================= -Configuration -~~~~~~~~~~~~~ +The chart of accounts is installed by default as part of the data set included in the localization +module. The accounts are mapped automatically in: -Once you have the CAF files you need to associate them with a document type in Odoo, -in order to add a CAF, just follow these steps: +- Taxes +- Default Account Payable +- Default Account Receivable +- Transfer Accounts +- Conversion Rate -1. Access to :menuselection:`Accounting --> Settings --> CAF` -2. Upload the file. -3. Save the CAF. +.. seealso:: + :doc:`../accounting/get_started/chart_of_accounts` -.. image:: chile/Chile39.png - :align: center - :alt: Steps to add a new CAF. +Taxes +===== -Once loaded, the status changes to *In Use*. At this moment, when a transaction is used -for this document type, the invoice number takes the first folio in the sequence. +As part of the localization module, taxes are created automatically with their related financial +account and configuration. These taxes can be managed from :menuselection:`Accounting --> +Configuration --> Taxes`. -.. important:: - In case you have used some folios in your previous system, make sure you set the next valid - folio when the first transaction is created. +Chile has several tax types, the most common ones are: +- **VAT**: the regular VAT can have several rates. +- **ILA**: the tax for alcoholic drinks. +.. seealso:: + :doc:`../accounting/taxes` -Usage and Testing +Usage and testing ================= -Electronic Invoice Workflow +Electronic invoice workflow --------------------------- -In the Chilean localization the electronic Invoice workflow covers the Emission of Customer -Invoices and the reception of Vendor Bills, in the next diagram we explain how the information -transmitted to the SII and between the customers and Vendors. +In the Chilean localization, the electronic invoice workflow includes customer invoice issuance and +vendor bill reception. The following diagram explains how information is shared to the :abbr:`SII +(Servicio de Impuestos Internos)`, customers, and vendors. -.. image:: chile/Chile14.png - :align: center +.. image:: chile/electronic-invoice-workflow.png :alt: Diagram with Electronic invoice transactions. + :align: center - -Customer invoice Emission +Customer invoice emission ------------------------- -After the partners and journals are created and configured, the invoices are created in the -standard way, for Chile one of the differentiators is the document type which is selected -automatically based on the Taxpayer. - -You can manually change the document type if needed. +After the partners and journals are created and configured, the invoices are created in the standard +way. For Chile, one of the differences is the document type that is automatically selected based on +the taxpayer. The document type can be changed manually if needed on the invoice by navigating to +:menuselection:`Accounting --> Customers --> Invoices`. -.. image:: chile/Chile15.png +.. image:: chile/customer-invoice-document-type.png + :alt: Customer invoice document type selection. :align: center - :alt: Document type selection on invoices. .. important:: - Documents type 33: Electronic Invoice must have at least one item with tax, otherwise the SII - rejects the document validation. + :guilabel:`Documents type 33` electronic invoice must have at least one item with tax, otherwise + the :abbr:`SII (Servicio de Impuestos Internos)` rejects the document validation. .. _chile/electronic-invoice-validation: -Validation and DTE Status +Validation and DTE status ~~~~~~~~~~~~~~~~~~~~~~~~~ -When all the invoice information is filled, either manually or automatically when it's created -from a sales order, proceed to validate the invoice. After the invoice is posted: +Once all invoice information is filled, either manually or automatically when generated from a sales +order, validate the invoice. After the invoice is posted: -- The DTE File (Electronic Tax Document) is created automatically and added in the chatter. -- The DTE SII status is set as: Pending to be sent. +- The :abbr:`DTE (Documentos Tributarios Electrónicos)` file is created automatically and recorded + in the chatter. +- The :abbr:`DTE (Documentos Tributarios Electrónicos)` :abbr:`SII (Servicio de Impuestos Internos)` + status is set as :guilabel:`Pending` to be sent. - .. image:: chile/Chile16.png - :align: center + .. image:: chile/xml-creation.png :alt: DTE XML File displayed in chatter. + :align: center -The DTE Status is updated automatically by Odoo with a scheduled action that runs every day -at night, if you need to get the response from the SII immediately you can do it manually as well. -The DTE status workflow is as follows: +The :abbr:`DTE (Documentos Tributarios Electrónicos)` status is updated automatically by Odoo with a +scheduled action that runs every day at night, if the response from the :abbr:`SII (Servicio de +Impuestos Internos)` is needed immediately, you can do it manually as well by following the +:abbr:`DTE (Documentos Tributarios Electrónicos)` status workflow: -.. image:: chile/Chile17.png +.. image:: chile/dte-status-flow.png + :alt: Transition of DTE status flow. :align: center - :alt: Transition of DTE statuses. - - -1. In the first step the DTE is sent to the SII, you can manually send it using the button: Enviar - Ahora, a SII Tack number is generated and assigned to the invoice, you can use this number to - check the details the SII sent back by email. The DTE status is updated to Ask for Status. - -2. Once the SII response is received Odoo updates the DTE Status, in case you want to do it - manually just click on the button: Verify on SII. The result can either be Accepted, Accepted - With Objection or Rejected. +#. The first step is to send the :abbr:`DTE (Documentos Tributarios Electrónicos)` to the :abbr:`SII + (Servicio de Impuestos Internos)`. This can be sent manually by clicking the :guilabel:`Enviar + Ahora` button. This generates a :guilabel:`SII Tack number` for the invoice, which is used to + check the details sent by the :abbr:`SII (Servicio de Impuestos Internos)` via email. Then, the + :guilabel:`DTE status` is updated to :guilabel:`Ask for Status`. +#. Once the :abbr:`SII (Servicio de Impuestos Internos)` response is received, Odoo updates the + :guilabel:`DTE status`. To do it manually, click on the button :guilabel:`Verify on SII`. The + result can either be :guilabel:`Accepted`, :guilabel:`Accepted With Objection` or + :guilabel:`Rejected`. - .. image:: chile/Chile18.png - :align: center + .. image:: chile/dte-status-steps.png :alt: Identification transaction for invoice and Status update. - - - There are several internal status in the SII before you get Acceptance or Rejection, in case you - click continuously the Button Verify in SII, you will receive in the chatter the detail of - those intermediate statuses: - - .. image:: chile/Chile18_2.png :align: center - :alt: Descprtion of each DTE status in the chatter. - -3. The final response from the SII, can take on of these values: - **Accepted:** Indicates the invoice information is correct, our document is now fiscally valid - and it's automatically sent to the customer. + .. important:: + There are intermediate statuses in the :abbr:`SII (Serviciqo de Impuestos Internos)` before + acceptance or rejection. It's recommended to **NOT** continuously click :guilabel:`Verify in + SII` for smooth processing. - **Accepted with objections:** Indicates the invoice information is correct but a minor issue was - identified, nevertheless our document is now fiscally valid and it's automatically sent to the - customer. + .. image:: chile/chatter-internal-statuses.png + :alt: Electronic invoice data statuses. + :align: center - .. image:: chile/Chile19.png - :align: center - :alt: Email track once it is sent to the customer. - - **Rejected:** Indicates the information in the invoice is incorrect and needs to be corrected, - the detail of the issue is received in the emails you registered in the SII, if it is properly - configured in Odoo, the details are also retrieved in the chatter once the email server is - processed. +#. The final response from the :abbr:`SII (Servicio de Impuestos Internos)` can take on one of these + values: - If the invoice is Rejected please follow this steps: + - :guilabel:`Accepted`: indicates the invoice information is correct, our document is now + fiscally valid and it's automatically sent to the customer. + - :guilabel:`Accepted with objections`: indicates the invoice information is correct, but a minor + issue was identified, nevertheless the document is now fiscally valid and it's automatically + sent to the customer. + - :guilabel:`Rejected`: indicates the invoice information is incorrect and must be corrected. + Details are sent to emails you registered in the :abbr:`SII (Servicio de Impuestos Internos)`. + If it is properly configured in Odoo, the details are also retrieved in the chatter once the + email server is processed. - * Change the document to draft. - * Make the required corrections based on the message received from the SII. - * Post the invoice again. + If the invoice is rejected please follow these steps: - .. image:: chile/Chile20.png - :align: center - :alt: Message when an invoice is rejected. + #. Change the document to :guilabel:`Draft`. + #. Make the required corrections based on the message received from the :abbr:`SII (Servicio + de Impuestos Internos)` in the chatter. + #. Post the invoice again. + .. image:: chile/rejected-invoice.png + :alt: Message when an invoice is rejected. + :align: center Crossed references ~~~~~~~~~~~~~~~~~~ -When the Invoice is created as a result of another fiscal document, the information related to the -originator document must be registered in the Tab Cross Reference, which is commonly used for -credit or debit notes, but in some cases can be used on Customer Invoices as well. In the case of -the credit and debit notes, they are set automatically by Odoo: +When the invoice is created, as a result of another fiscal document, the information related to the +originator document must be registered in the :guilabel:`Cross-Reference` tab. This tab is commonly +used for credit or debit notes, however, in some cases it can be used for customer invoices, as +well. In the case of the credit and debit notes, they are set automatically by Odoo. -.. image:: chile/Chile21.png +.. image:: chile/cross-reference-tab-registration.png + :alt: Crossed referenced document(s). :align: center - :alt: Invoice tab with origin document number and data. -Invoice PDF Report +.. _chile/electronic-invoice-pdf-report: + +Invoice PDF report ~~~~~~~~~~~~~~~~~~ -Once the invoice is accepted and validated by the SII and the PDF is printed, it includes the -fiscal elements that indicate that the document is fiscally valid: +Once the invoice is accepted and validated by the :abbr:`SII (Servicio de Impuestos Internos)` and +the PDF is printed, it includes the fiscal elements that indicate that the document is fiscally +valid. -.. image:: chile/Chile22.png +.. image:: chile/sii-validation-elements.png + :alt: SII Validation fiscal elements. :align: center - :alt: Barcode and fiscal elements in the invoice report. .. important:: - If you are hosted in Odoo SH or On-Premise, you should manually install the ``pdf417gen`` - library. Use the following command to install it: ``pip install pdf417gen``. + If you are hosted in Odoo SH or On-Premise, you should manually install the `pdf417gen + `_ library. Use the following command to install it: + :command:`pip install pdf417gen`. -Commercial Validation +Commercial validation ~~~~~~~~~~~~~~~~~~~~~ Once the invoice has been sent to the customer: -1. DTE partner status changes to “Sent”. -2. The customer must send a reception confirmation email. -3. Subsequently, if all the commercial terms and invoice data are correct, they will send the - Acceptance confirmation, otherwise they send a Claim. -4. The field DTE acceptation status is updated automatically. +#. :guilabel:`DTE Partner Status` changes to :guilabel:`Sent`. +#. The customer must send a reception confirmation email. +#. Subsequently, if commercial terms and invoice data are correct, an acceptance confirmation is + sent; otherwise, a claim is sent. +#. The field :guilabel:`DTE Acceptance Status` is updated automatically. -.. image:: chile/Chile23.png - :align: center +.. image:: chile/partner-dte-status.png :alt: Message with the commercial acceptance from the customer. + :align: center - -Processed for Claimed invoices +Processed for claimed invoices ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ -Once the invoice has been Accepted by the SII **it can not be cancelled in Odoo**. In case you get -a Claim for your customer the correct way to proceed is with a Credit Note to either cancel the -Invoice or correct it. Please refer to the :ref:`chile/credit-notes` section for more details. +Once the invoice has been accepted by the :abbr:`SII (Servicio de Impuestos Internos)`, **it can not +be cancelled in Odoo**. In case you get a claim for your customer, the correct way to proceed is +with a credit note to either cancel the invoice or correct it. Please refer to the +:ref:`chile/credit-notes` section for more details. -.. image:: chile/Chile24.png +.. image:: chile/accepted-invoice.png + :alt: Invoice Commercial status updated to claimed. :align: center - :alt: Invoice Comercial status updated to Claimed. -Common Errors +Common errors ~~~~~~~~~~~~~ -There are multiple reasons behind a rejection from the SII, but these are some of the common errors -you might have and which is the related solution. - -- Error: ``RECHAZO- DTE Sin Comuna Origen.`` - - *Hint:* Make sure the Company Address is properly filled including the State and City. - -- Error en Monto: ``- IVA debe declararse.`` - - *Hint:* The invoice lines should include one VAT tax, make sure you add one on each invoice line. - -- Error: ``Rut No Autorizado a Firmar.`` - - *Hint:* The invoice lines should include one VAT tax, make sure you add one on each invoice line. - -- Error: ``Fecha/Número Resolucion Invalido RECHAZO- CAF Vencido : (Firma_DTE[AAAA-MM-DD] - - CAF[AAAA-MM-DD]) > 6 meses.`` - - *Hint:* Try to add a new CAF related to this document as the one you're using is expired. - -- Error: ``Element '{http://www.sii.cl/SiiDte%7DRutReceptor': This element is not expected. Expected - is ( {http://www.sii.cl/SiiDte%7DRutEnvia ).`` - - *Hint:* Make sure the field Document Type and VAT are set either in the Customer and in the main - company. - -- GLOSA: ``Usuario sin permiso de envio.`` - - *Hint:* This error indicates that most likely, your company has not passed the `Certification - process `_ in - the SII - Sistema de Facturación de Mercado. If this is the case, please contact your Account - Manager or Customer Support as this certification is not part of the the Odoo services, but we - can give you some alternatives. +There are multiple reasons behind a rejection from the :abbr:`SII (Servicio de Impuestos Internos)`, +but these are some of the common errors you might have and how to solve them: + +- | **Error:** `RECHAZO- DTE Sin Comuna Origen` + | **Hint:** make sure the company address is properly filled including the state and city. +- | **Error:** `en Monto - IVA debe declararse` + | **Hint:** the invoice lines should include one VAT tax, make sure you add one on each invoice + line. +- | **Error:** `Rut No Autorizado a Firmar` + | **Hint:** the :abbr:`RUT (Rol Único Tributario)` entered is not allowed to invoice + electronically, make sure the company :abbr:`RUT (Rol Único Tributario)` is correct and is valid + in the :abbr:`SII (Servicio de Impuestos Internos)` to invoice electronically. +- | **Error:** `Fecha/Número Resolucion Invalido RECHAZO- CAF Vencido : (Firma_DTE[AAAA-MM-DD] - + CAF[AAAA-MM-DD]) > 6 meses` + | **Hint:** try to add a new CAF related to this document as the one you're using is expired. +- | **Error:** `Element '{http://www.sii.cl/SiiDte%7DRutReceptor': This element is not expected. + Expected is ( {http://www.sii.cl/SiiDte%7DRutEnvia ).` + | **Hint:** Make sure the field :guilabel:`Document Type` and :guilabel:`VAT` are set in the + customer and in the main company. +- | **Error:** `Usuario sin permiso de envio.` + | **Hint:** this error indicates that most likely, your company has not passed the `Certification + process `_ in + the :abbr:`SII (Servicio de Impuestos Internos)` - Sistema de Facturación de Mercado. If this is + the case, please contact your Account Manager or Customer Support as this certification is not + part of the Odoo services, but we can give you some alternatives. If you already passed the + certification process, this error appears when a user different from the owner of the + certificate is trying to send :abbr:`DTE (Documentos Tributarios Electrónicos)` files to the + :abbr:`SII (Servicio de Impuestos Internos)`. +- | **Error:** `CARATULA` + | **Hint:** there are just five reasons why this error could show up and all of them are related + to the *Caratula* section of the XML: + + - The company's :abbr:`RUT (Rol Único Tributario)` number is incorrect or missing. + - The certificate owner :abbr:`RUT (Rol Único Tributario)` number is incorrect or missing. + - The :abbr:`SII's (Servicio de Impuestos Internos)` :abbr:`RUT (Rol Único Tributario)` number + (this should be correct by default) is incorrect or missing. + - The resolution date is incorrect or missing. + - The resolution number is incorrect or missing. .. _chile/credit-notes: -Credit Notes +Credit notes ------------ When a cancellation or correction is needed over a validated invoice, a credit note must be -generated. It is important to consider that a CAF file is required for the Credit Note, -which is identified as document 64 in the SII. +generated. It is important to consider that a :abbr:`CAF (Folio Authorization Code)` file is +required for the credit note, which is identified as :guilabel:`Document Type` :guilabel:`61` in the +:abbr:`SII (Servicio de Impuestos Internos)`. Please refer to the :ref:`CAF section +` for more information on the process to load the :abbr:`CAF (Folio +Authorization Code)` on each document type. -.. image:: chile/Chile40.png - :align: center +.. image:: chile/credit-note-document-type.png :alt: Creation of CAF for Credit notes. + :align: center - -.. tip:: - Refer to the :ref:`CAF section ` where we described the process to load - the CAF on each document type. - -Use Cases +Use cases ~~~~~~~~~ -Cancel Referenced document +Cancel referenced document ************************** -In case you need to cancel or invalid an Invoice, use the button Add Credit note and select Full -Refund, in this case the SII reference Code is automatically set to: Anula Documento de referencia. +In case you need to cancel or invalidate an invoice, navigate to :menuselection:`Accounting --> +Customers --> Invoices` and select the desired invoice. Then, use the button :guilabel:`Add Credit +Note` and select :guilabel:`Full Refund`, in this case the :abbr:`SII (Servicio de Impuestos +Internos)` reference code is automatically set to :guilabel:`Anula Documento de referencia`. -.. image:: chile/Chile26.png +.. image:: chile/credit-note-cancel-ref-doc.png + :alt: Credit note canceling the referenced document. :align: center - :alt: Full invoice refund with SII reference code 1. -Corrects Referenced Document Text -********************************* +Correct referenced document +*************************** -If a correction in the invoice information is required, for example the Street Name, use the button -Add Credit note,select Partial Refund and select the option “Solo corregir Texto”. In this case -the SII reference Code is automatically set to: Corrige el monto del Documento de Referencia. +If a correction in the invoice information is required, for example the street name on the original +invoice is wrong, then use the button :guilabel:`Add Credit Note`, select :guilabel:`Partial Refund` +and select the option :guilabel:`Only Text Correction`. In this case the :guilabel:`SII Reference +Code` field is automatically set to :guilabel:`Corrects Referenced Document Text`. -.. image:: chile/Chile27.png +.. image:: chile/credit-note-correct-text.png + :alt: Credit note correcting referenced document text. :align: center - :alt: Partial refund to correct text including the corrected value. -Odoo creates a Credit Note with the corrected text in an invoice and price 0. +Odoo creates a credit note with the corrected text in an invoice and :guilabel:`Price` `0.00`. -.. image:: chile/Chile28.png - :align: center +.. image:: chile/text-correction-label.png :alt: Credit note with the corrected value on the invoice lines. + :align: center .. important:: - It's important to define the default credit account in the Sales journal as it - is taken for this use case in specific. + Make sure to define the :guilabel:`Default Credit Account` in the sales journal specifically for + this use case. -Corrects Referenced Document Amount +Corrects referenced document amount *********************************** -When a correction on the amounts is required, use the button Add Credit note and select Partial -Refund. In this case the SII reference Code is automatically set to: Corrige el monto del Documento -de Referencia. +When a correction on the amounts is required, use the button :guilabel:`Add Credit note` and select +:guilabel:`Partial Refund`. In this case the :guilabel:`SII Reference Code` is automatically set to +:guilabel:`Corrige el monto del Documento de Referencia`. -.. image:: chile/Chile30.png - :align: center +.. image:: chile/credit-note-correct-amount.png :alt: Credit note for partial refund to correct amounts, using the SII reference code 3. + :align: center -Debit Notes +Debit notes ----------- -As part of the Chilean localization, besides creating credit notes from an existing document you -can also create debit Notes. For this just use the button “Add Debit Note”. The two main use cases -for debit notes are detailed below. +In Chilean localization, debit notes, in addition to credit notes, can be created using the +:guilabel:`Add Debit Note` button, with two main use cases. + +.. _chile/use-cases: -Use Cases +Use cases ~~~~~~~~~ -Add debt on Invoices +Add debt on invoices ******************** -The most common use case for debit notes is to increase the value of an existing invoice, you -need to select option 3 in the field Reference code SII: +The primary use case for debit notes is to increase the value of an existing invoice. To do so, +select option :guilabel:`3. Corrige el monto del Documento de Referencia` for the +:guilabel:`Reference Code SII` field. -.. image:: chile/Chile31.png +.. image:: chile/debit-note-correct-amount.png + :alt: Debit note correcting referenced document amount. :align: center - :alt: Debit note for partial refund to crrect amounts, using the SII reference code 3. +In this case Odoo automatically includes the :guilabel:`Source Invoice` in the :guilabel:`Cross +Reference` tab. -In this case Odoo automatically includes the source invoice in the cross reference section: - -.. image:: chile/Chile32.png +.. image:: chile/auto-ref-debit-note.png + :alt: Automatic reference to invoice in a debit note. :align: center - :alt: Invoice data on crossed reference section for debit notes. -Cancel Credit Notes +.. tip:: + You can only add debit notes to an invoice already accepted by the SII. + +Cancel credit notes ******************* -In Chile the debits notes are used to cancel a validated Credit Note, in this case just -select the button Add debit note and select the first option in the wizard: *1: Anula -Documentos de referencia.* +In Chile, debits notes are used to cancel a valid credit note. To do this, click the :guilabel:`Add +Debit Note` button and select the :guilabel:`1: Anula Documentos de referencia` option for the +:guilabel:`Reference Code SII` field. -.. image:: chile/Chile33.png +.. image:: chile/debit-note-cancel-ref-doc.png + :alt: Debit note to cancel the referenced document (credit note). :align: center - :alt: Creating a debit note to cancel a credit note with the SII code reference 1. -Vendor Bills +Vendor bills ------------ -As part of the Chilean localization, you can configure your Incoming email server as the same you -have register in the SII in order to: +As part of the Chilean localization, you can configure your incoming email server to match the one +you have registered in the :abbr:`SII (Servicio de Impuestos Internos)` in order to: -- Automatically receive the vendor bills DTE and create the vendor bill based on this information. -- Automatically Send the reception acknowledgement to your vendor. -- Accept or Claim the document and send this status to your vendor. +- Automatically receive the vendor bills :abbr:`DTE (Documentos Tributarios Electrónicos)` and + create the vendor bill based on this information. +- Automatically send the reception acknowledgement to your vendor. +- Accept or claim the document and send this status to your vendor. Reception ~~~~~~~~~ -As soon as the vendor email with the attached DTE is received: -1. The vendor Bill mapping all the information included in the xml. -2. An email is sent to the vendor with the Reception acknowledgement. -3. The DTE status is set as: Acuse de Recibido Enviado +As soon as the vendor email with the attached :abbr:`DTE (Documentos Tributarios Electrónicos)` is +received: -.. image:: chile/Chile34.png - :align: center - :alt: Messages recorded in the chatter with the reception notification for the vendor. +#. The vendor bill maps all the information included in the XML. +#. An email is sent to the vendor with the reception acknowledgement. +#. The :guilabel:`DTE Status` is set as :guilabel:`Acuse de Recibido Enviado`. Acceptation ~~~~~~~~~~~ -If all the commercial information is correct on your vendor bill then you can accept the document -using the :guilabel:`Aceptar Documento` button. Once this is done the DTE Acceptation Status -changes to :guilabel:`Accepted`` and an email of acceptance is sent to the vendor. +If all the commercial information is correct on your vendor bill, then you can accept the document +using the :guilabel:`Aceptar Documento` button. Once this is done, the :guilabel:`DTE Acceptation +Status` changes to :guilabel:`Accepted` and an email of acceptance is sent to the vendor. -.. image:: chile/Chile35.png +.. image:: chile/accept-vendor-bill-btn.png + :alt: Button for accepting vendor bills. :align: center - :alt: Acceptance button in vendor bills to inform vendor the document is comercially accepted. Claim ~~~~~ In case there is a commercial issue or the information is not correct on your vendor bill, you can -Claim the document before validating it, using the button: Claim, once this is done the DTE -Acceptation Status change to: Claim and an email of acceptance is sent to the vendor. +claim the document before validating it, using the :guilabel:`Claim` button. Once this is done, the +:guilabel:`DTE Acceptation Status` changes to :guilabel:`Claim` and a rejection email is sent to the +vendor. -.. image:: chile/Chile36.png +.. image:: chile/claim-vendor-bill-btn.png + :alt: Claim button in vendor bills to inform the vendor all the document is commercially + rejected. :align: center - :alt: Claim button in vendor bills to inform the vendor all the document is comercially rejected. -If you claim a vendor bill, the status changes from draft to cancel automatically. Considering this -as best practice, all the Claim documents should be canceled as they won't be valid for your -accounting records. +If you claim a vendor bill, the status changes from :guilabel:`Draft` to :guilabel:`Cancel` +automatically. Considering this as best practice, all the claimed documents should be canceled as +they won't be valid for your accounting records. -Delivery Guide +Delivery guide -------------- -To install the Delivery Guide module, go to :menuselection:`Apps` and search for :guilabel:`Chile +To install the :guilabel:`Delivery Guide` module, go to :menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click :guilabel:`Install` on the module :guilabel:`Chile - E-Invoicing Delivery Guide`. .. note:: - *Chile - E-Invoicing Delivery Guide* has a dependency with *Chile - Facturación Electrónica*. - Odoo will install the dependency automatically when the Delivery Guide module is installed. + :guilabel:`Chile - E-Invoicing Delivery Guide` has a dependency with :guilabel:`Chile - + Facturación Electrónica`. Odoo will install the dependency automatically when the + :guilabel:`Delivery Guide` module is installed. -The Delivery Guide module includes sending the DTE to SII and the stamp in PDF reports for +The *Delivery Guide* module includes the ability to send the :abbr:`DTE (Documentos Tributarios +Electrónicos)` to :abbr:`SII (Servicio de Impuestos Internos)` and the stamp in PDF reports for deliveries. -.. image:: chile/chile42.png - :align: center - :alt: Install Delivery Guide Module +Once all configurations have been made for :ref:`electronic invoices ` +(e.g., uploading a valid company certificate, setting up master data, etc.), delivery guides need +their own :abbr:`CAFs (Folio Authorization Code)`. Please refer to the :ref:`CAF documentation +` to check the details on how to acquire the :abbr:`CAF (Folio +Authorization Code)` for electronic Delivery Guides. -Once all configurations have been made for electronic invoices (e.g., uploading a valid company -certificate, setting up master data, etc.), Delivery Guides need their own CAFs. Please refer to the -:ref:`CAF documentation ` to check the details on how to acquire the CAFs -for electronic Delivery Guides. - -Verify the following important information in the *Price for the Delivery Guide* configuration: +Verify the following important information in the :guilabel:`Price for the Delivery Guide` +configuration: -- :guilabel:`From Sales Order`: Delivery Guide takes the product price from the Sales Order and +- :guilabel:`From Sales Order`: delivery guide takes the product price from the sales order and shows it on the document. - :guilabel:`From Product Template`: Odoo takes the price configured in the product template and shows it on the document. -- :guilabel:`No show price`: no price is shown in the Delivery Guide. +- :guilabel:`No show price`: no price is shown in the delivery guide. Electronic delivery guides are used to move stock from one place to another and they can represent sales, sampling, consignment, internal transfers, and basically any product move. -Delivery Guide from a Sales Process +Delivery guide from a sales process ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ .. warning:: A delivery guide should **not** be longer than one page or contain more than 60 product lines. -When a Sales Order is created and confirmed, a Delivery Order is generated. After validating the -Delivery Order, the option to create a Delivery Guide is activated. +When a sales order is created and confirmed, a delivery order is generated. After validating the +delivery order, the option to create a delivery guide is activated. -.. image:: chile/chile43.png +.. image:: chile/delivery-guide-creation-btn.png + :alt: Create Delivery Guide button on a sales process. :align: center - :alt: Create Delivery Guide Button -When clicking on :guilabel:`Create Delivery Guide` for the first time, a warning message pops up, -showing the following: +.. warning:: + When clicking on :guilabel:`Create Delivery Guide` for the first time, a warning message pops up, + stating the following: -.. image:: chile/chile44.png - :align: center - :alt: An example sequence error when creating a Delivery Guide in Odoo + `No se encontró una secuencia para la guía de despacho. Por favor, establezca el primer número + dentro del campo número para la guía de despacho` + + .. image:: chile/delivery-guide-number-warning.png + :alt: First Delivery Guide number warning message. + :align: center This warning message means the user needs to indicate the next sequence number Odoo has to take to -generate the Delivery Guide, and only only happens the *first time* a Delivery Guide is created in -Odoo. After the first document has been correctly generated, Odoo takes the CAFs next available -number to generate the following Delivery Guide and so on. +generate the delivery guide (e.g. next available :abbr:`CAF (Folio Authorization Code)` number), and +only happens the first time a delivery guide is created in Odoo. After the first document has been +correctly generated, Odoo takes the next available number in the :abbr:`CAF (Folio Authorization +Code)` file to generate the following delivery guide. -After the Delivery Guide is created: +After the delivery guide is created: -- The DTE file (Electronic Tax Document) is automatically created and added to the chatter. -- The DTE SII status is set as: Pending to be sent. +- The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax Document) is + automatically created and added to the :guilabel:`chatter`. +- The :guilabel:`DTE SII Status` is set as :guilabel:`Pending to be sent`. -.. image:: chile/chile45.png +.. image:: chile/chatter-delivery-guide.png + :alt: Chatter notes of Delivery Guide creation. :align: center - :alt: DTE Status in SII and creation of DTE/XML -The DTE Status is automatically updated by Odoo with a scheduled action that runs every day at -night. To get a response from the SII immediately, press the :guilabel:`Send now to SII` button. +The :guilabel:`DTE Status` is automatically updated by Odoo with a scheduled action that runs every +night. To get a response from the :abbr:`SII (Servicio de Impuestos Internos)` immediately, press +the :guilabel:`Send now to SII` button. -Once the Delivery Guide is sent, it may then be printed by clicking on the :guilabel:`Print -Delivery Guide` button. +Once the delivery guide is sent, it may then be printed by clicking on the :guilabel:`Print Delivery +Guide` button. -.. image:: chile/chile46.png +.. image:: chile/print-delivery-guide-btn.png + :alt: Printing Delivery Guide PDF. :align: center - :alt: Printing Delivery Guide PDF -Electronic Receipt +Delivery guide will have fiscal elements that indicate that the document is fiscally valid when +printed (if hosted in *Odoo SH* or on *On-premise* remember to manually add the +:guilabel:`pdf417gen` library mentioned in the :ref:`Invoice PDF report section +`). + +Electronic receipt ------------------ -To install the Electronic Receipt module, go to :menuselection:`Apps` and search for -:guilabel:`Chile (l10n_cl)`. Then click :guilabel:`Install` on the module :guilabel:`Chile - -Electronic Receipt`. +To install the :guilabel:`Electronic Receipt` module, go to :menuselection:`Apps` and search for +`Chile (l10n_cl)`. Then click :guilabel:`Install` on the module :guilabel:`Chile - Electronic +Receipt`. .. note:: - *Chile - Electronic Receipt* has a dependency with *Chile - Facturación Electrónica*. Odoo will - install the dependency automatically when the E-invoicing Delivery Guide module is installed. + :guilabel:`Chile - Electronic Receipt` has a dependency with :guilabel:`Chile - Facturación + Electrónica`. Odoo will install the dependency automatically when the :guilabel:`E-invoicing + Delivery Guide` module is installed. -This module contains the electronic receipt and daily sales report, which are automatically sent to -SII. +Once all configurations have been made for :ref:`electronic invoices ` +(e.g., uploading a valid company certificate, setting up master data, etc.), electronic receipts +need their own :abbr:`CAFs (Folio Authorization Code)`. Please refer to the :ref:`CAF documentation +` to check the details on how to acquire the :abbr:`CAFs (Folio +Authorization Code)` for electronic receipts. -.. image:: chile/chile47.png - :align: center - :alt: Install Electronic Receipt module - -Once all configurations have been made for Electronic Invoices (e.g., uploading a valid company -certificate, setting up master data, etc.), Electronic Receipts need their own CAFs. Please refer -to the :ref:`CAF documentation ` to check the details on how to acquire the -CAFs for Electronic Receipts. +Electronic receipts are useful when clients do not need an electronic invoice. By default, there is +a partner in the database called :guilabel:`Anonymous Final Consumer` with a generic :abbr:`RUT (Rol +Único Tributario)` `66666666-6` and taxpayer type of :guilabel:`Final Consumer`. This partner can be +used for electronic receipts or a new record may be created for the same purpose. -Electronic Receipts are useful when clients do not need an Electronic Invoice. By default, there is -a partner in the database called *Anonymous Final Consumer* with a generic RUT 66666666-6 and -taxpayer type of *Final Consumer*. This partner can be used for Electronic Receipts or a new record -may be created for the same purpose. +.. image:: chile/electronic-receipt-customer.png + :alt: Electronic Receipt module. + :align: center -Although Electronic Receipts should be used for final consumers with a generic RUT, it can also be -used for specific partners. After the partners and journals are created and configured, the -Electronic Receipts are created in the standard way as Electronic Invoice, but the type of document -:guilabel:`(39) Electronic Receipt` should be selected, like so: +Although electronic receipts should be used for final consumers with a generic :abbr:`RUT (Rol Único +Tributario)`, it can also be used for specific partners. After the partners and journals are created +and configured, the electronic receipts are created in the standard way as electronic invoice, but +the type of document :guilabel:`(39) Electronic Receipt` should be selected in the invoice form: -.. image:: chile/chile48.png +.. image:: chile/document-type-39.png + :alt: Document type 39 for Electronic Receipts. :align: center - :alt: Select type of Document: (39) Boleta Electrónica -Validation and DTE Status +Validation and DTE status ~~~~~~~~~~~~~~~~~~~~~~~~~ -When all of the Electronic Receipt information is filled, either manually or automatically from a -Sales Order, proceed to validate the receipt. By default, Electronic Invoice is selected as the -Document Type, however in order to validate the receipt correctly, make sure to edit the Document -Type and change to Electronic Receipt. +When all of the electronic receipt information is filled, manually (or automatically) proceed to +validate the receipt from the sales order. By default, :guilabel:`Electronic Invoice` is selected as +the :guilabel:`Document Type`, however in order to validate the receipt correctly, make sure to edit +the :guilabel:`Document Type` and change to :guilabel:`Electronic Receipt`. After the receipt is posted: -- The DTE file (Electronic Tax Document) is created automatically and added to the chatter. -- The DTE SII status is set as: Pending to be sent. +- The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax Document) is created + automatically and added to the :guilabel:`chatter`. +- The :guilabel:`DTE SII Status` is set as :guilabel:`Pending to be sent`. -.. image:: chile/chile49.png +.. image:: chile/electronic-receipt-ste-status.png + :alt: Electronic Receipts STE creation status. :align: center - :alt: DTE status in SII and creation of DTE/XML -The DTE Status is automatically updated by Odoo with a scheduled action that runs every day at -night. To get a response from the SII immediately, press the :guilabel:`Send now to SII` button. +The :guilabel:`DTE Status` is automatically updated by Odoo with a scheduled action that runs every +day at night. To get a response from the :abbr:`SII (Servicio de Impuestos Internos)` immediately, +press the :guilabel:`Send now to SII` button. -Please refer to the :ref:`DTE Workflow ` for Electronic -Invoices as the workflow for Electronic Receipt follows the same process. +Please refer to the :ref:`DTE Workflow ` for electronic +invoices as the workflow for electronic receipt follows the same process. -Daily Sales Report -~~~~~~~~~~~~~~~~~~ +Electronic export of goods +-------------------------- -Once Electronic Receipts have been created, the system creates a daily sales report containing all -Electronic Receipts per day. This report is electronically stamped and sent to the SII overnight in -XML format. These daily reports can be found in :menuselection:`Reports --> Daily Sales Reports`. +To install the :guilabel:`Electronic Exports of Goods` module, go to :menuselection:`Apps` and +search for `Chile (l10n_cl)`. Then click :guilabel:`Install` on the module :guilabel:`Electronic +Exports of Goods for Chile`. -.. image:: chile/chile50.png - :align: center - :alt: Find Electronic Receipts in the Reports menu, under Daily Sales Reports +.. note:: + :guilabel:`Chile - Electronic Exports of Goods for Chile` has a dependency with :guilabel:`Chile + - Facturación Electrónica`. + +Once all configurations have been made for :ref:`electronic invoices ` +(e.g., uploading a valid company certificate, setting up master data, etc.), electronic exports of +goods need their own :abbr:`CAFs (Folio Authorization Code)`. Please refer to the :ref:`CAF +documentation ` to check the details on how to acquire the :abbr:`CAFs +(Folio Authorization Code)` for electronic receipts. + +Electronic invoices for the export of goods are tax documents that are used not only for the +:abbr:`SII (Servicio de Impuestos Internos)` but are also used with customs and contain the +information required by it. -A list of daily reports is displayed with all daily DTE sent to SII. +Contact configurations +~~~~~~~~~~~~~~~~~~~~~~ -.. image:: chile/chile51.png +.. image:: chile/taxpayer-type-export-goods.png + :alt: Taxpayer Type needed for the Electronic Exports of Goods module. :align: center - :alt: List of Daily Reports -If no Electronic Receipt was made on a particular day, the report is sent but it will not have any -receipts in it. The report will also have an answer from the SII if it was accepted or rejected -(depending on the company's certificate and validated receipts). +Chilean customs +~~~~~~~~~~~~~~~ -.. image:: chile/chile52.png +When creating an electronic exports of goods invoice, these new fields in the :guilabel:`Other Info` +tab are required to comply with Chilean regulations. + +.. image:: chile/chilean-custom-fields.png + :alt: Chilean customs fields. :align: center - :alt: Daily Sales Book example -.. important:: - For Chilean localization, note that the feature tax included in the price is *not* supported for - the Electronic Receipt. +PDF report +~~~~~~~~~~ - If a Daily Sales Report has already been created for a specific day in another system, the daily - report in Odoo will be rejected due to the sequence number used. If that is the case, the user - has to manually click on :guilabel:`Retry` in order for a new sequence number to be generated - (this action is automatically done by Odoo). Afterwards, users can manually verify report status - with SII or wait for Odoo to update status later at night. +Once the invoice is accepted and validated by the :abbr:`SII (Servicio de Impuestos Internos)` and +the PDF is printed, it includes the fiscal elements that indicate that the document is fiscally +valid and a new section needed for customs. -Financial Reports +.. image:: chile/pdf-report-section.png + :alt: PDF report section for the Electronic Exports of Goods PDF Report. + :align: center + +Financial reports ================= -Balance Tributario de 8 Columnas +Balance tributario de 8 columnas -------------------------------- This report presents the accounts in detail (with their respective balances), classifying them according to their origin and determining the level of profit or loss that the business had within -the evaluated period of time, so that a real and complete knowledge of the status of a company. +the evaluated period of time. -You can find this report in :menuselection:`Accounting --> Accounting --> Reports` +You can find this report in :menuselection:`Accounting --> Reporting --> Balance Sheet` and +selecting in the :guilabel:`Report` field the option :guilabel:`Chilean Fiscal Balance (8 Columns) +(CL)`. -.. image:: chile/Chile37.png +.. image:: chile/locate-fiscal-balance-report.png + :alt: Location of the Reporte Balance Tributario de 8 Columnas. + :align: center + +.. image:: chile/8-col-fiscal-balance-report.png + :alt: Chilean Fiscal Balance (8 Columns). :align: center - :alt: Columns and data displayed in the report Balance Tributario 8 Columnas. Propuesta F29 ------------- -The form F29 is a new system that the SII enabled to taxpayers, and that replaces the Purchase and -Sales Books. This report is integrated by Purchase Register (CR) and the Sales Register (RV). -Its purpose is to support the transactions related to VAT, improving its control and declaration. +The form *F29* is a new system that the :abbr:`SII (Servicio de Impuestos Internos)` enabled to +taxpayers, and that replaces the *Purchase and Sales Books*. This report is integrated by Purchase +Register (CR) and the Sales Register (RV). Its purpose is to support the transactions related to +VAT, improving its control and declaration. This record is supplied by the electronic tax documents (DTE's) that have been received by the -SII. +:abbr:`SII (Servicio de Impuestos Internos)`. + +You can find this report in :menuselection:`Accounting --> Reporting --> Tax Reports` and selecting +the :guilabel:`Report` option :guilabel:`Propuesta F29 (CL)`. + +.. image:: chile/locate-propuesta-f29-report.png + :alt: Location of the Propuesta F29 (CL) Report. + :align: center + +It is possible to set the :abbr:`PPM (Provisional Monthly Payments rate)` and the +:guilabel:`Proportional Factor for the fiscal year` from the :menuselection:`Accounting --> +Configuration --> Settings`. + +.. image:: chile/f29-report.png + :alt: Default PPM and Proportional Factor for the Propuesta F29 Report. + :align: center -You can find this report in :menuselection:`Accounting --> Accounting --> Reports` +Or manually in the reports by clicking on the :guilabel:`✏️ (pencil)` icon. -.. image:: chile/Chile38.png +.. image:: 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