From 71a30082b1b83295841165603fad255f222e9e39 Mon Sep 17 00:00:00 2001 From: giri-odoo Date: Mon, 9 Jun 2025 10:23:45 -0300 Subject: [PATCH 1/7] Update brazil.rst MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit o comply with legal requirements—especially consumer protection laws (Lei de Proteção ao Consumidor) — and to ensure full transparency with our users, we provide the following explanation of how credit consumption works in the Avalara integration. --- .../finance/fiscal_localizations/brazil.rst | 52 +++++++++++++++++++ 1 file changed, 52 insertions(+) diff --git a/content/applications/finance/fiscal_localizations/brazil.rst b/content/applications/finance/fiscal_localizations/brazil.rst index 0a21479cd6..ef72b7ea55 100644 --- a/content/applications/finance/fiscal_localizations/brazil.rst +++ b/content/applications/finance/fiscal_localizations/brazil.rst @@ -159,6 +159,28 @@ how the product will be used. E-Invoice for goods (NF-e) ~~~~~~~~~~~~~~~~~~~~~~~~~~ +.. important:: + The Avalara integration works on a credit-based system, where each interaction with Avalara consumes 1 credit. Below are the main credit-consuming operations: + + :guilabel:`Sales Application`: + - Tax calculation on quotations and sales orders. + + :guilabel:`Accounting Application`: + - Tax calculation on invoices. + - Electronic invoice submission (NF-e or NFS-e). + + :guilabel:`Note:` If you calculate taxes in Sales and later issue the invoice in Accounting, the calculation happens twice, consuming 2 credits. + + :guilabel:`Example Workflow:` + Sales order confirmed → 1 credit (tax calculation) + Invoice created and confirmed → 1 credit (tax calculation) + Invoice submitted → 1 credit (tax calculation) + 1 credit (submit invoice) + → Total: 4 credits + + :guilabel:`Occasional Operations: (Each step is billed separately)` + - Correction letter (Carta de Correção) + - Invoice cancellation + - Other tax validations - :guilabel:`CEST Code`: code for products subject to ICMS tax substitution - :guilabel:`Mercosul NCM Code`: Mercosur Common Nomenclature Product Code @@ -181,6 +203,29 @@ E-Invoice for goods (NF-e) E-Invoice for services (NFS-e) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +.. important:: + The Avalara integration operates on a credit-based system, where each interaction with Avalara consumes 1 credit. Below are the main credit-consuming operations: + + :guilabel:`Sales Application`: + - Tax calculation on quotations and sales orders. + + :guilabel:`Accounting Application:` + - Tax calculation on invoices. + - Electronic invoice submission (NF-e or NFS-e). + - Invoice status check. (Each time you check the invoice status, 1 credit is consumed.) + + :guilabel:`Note:` If you calculate taxes in Sales and later issue the invoice in Accounting, the calculation happens twice — consuming 2 credits. + + :guilabel:`Example Workflow:` + Sales order confirmed → 1 credit (tax calculation) + Invoice created and confirmed → 1 credit (tax calculation) + Invoice submitted → 1 credit (tax calculation) + 1 credit (submit invoice) + → Total: 4 credits + + :guilabel:`Occasional Operations: (Each step is billed separately.)` + - Correction letter (Carta de Correção) + - Invoice cancellation + - Other actions requiring Avalara tax validation - :guilabel:`Mercosul NCM Code`: Mercosur Common Nomenclature Product Code - :guilabel:`Purpose of Use`: intended purpose of use for this product @@ -634,6 +679,13 @@ This electronic document can be issued through **Odoo Point of Sale app**. Its legal validity is guaranteed by the digital signature and by each Brazilian state's SEFAZ (Secretaria da Fazenda). +.. important:: + The Avalara integration operates on a credit-based system. Each operation that involves communication with Avalara consumes 1 credit. The following operations within the Point of Sale (POS) application are subject to credit consumption: + - :guilabel:`Tax calculation at the time of sale`. + - :guilabel:`Electronic invoice issuance (NF-e)`. + + `Note:' Each step is billed separately. For example, calculating taxes and issuing an invoice for the same POS transaction will consume 2 credits. + .. seealso:: :doc:`Point of Sale <../../sales/point_of_sale>` From 8fec082a0e7c7d5c737604a2c721c770db28c588 Mon Sep 17 00:00:00 2001 From: giri-odoo Date: Mon, 9 Jun 2025 15:05:09 -0300 Subject: [PATCH 2/7] Update content/applications/finance/fiscal_localizations/brazil.rst Co-authored-by: Valentino --- content/applications/finance/fiscal_localizations/brazil.rst | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/content/applications/finance/fiscal_localizations/brazil.rst b/content/applications/finance/fiscal_localizations/brazil.rst index ef72b7ea55..68f0e65868 100644 --- a/content/applications/finance/fiscal_localizations/brazil.rst +++ b/content/applications/finance/fiscal_localizations/brazil.rst @@ -173,8 +173,8 @@ E-Invoice for goods (NF-e) :guilabel:`Example Workflow:` Sales order confirmed → 1 credit (tax calculation) - Invoice created and confirmed → 1 credit (tax calculation) - Invoice submitted → 1 credit (tax calculation) + 1 credit (submit invoice) + Invoice created → 1 credit (tax calculation) + Invoice confirmed and submitted → 1 credit (tax calculation) + 1 credit (submit invoice) → Total: 4 credits :guilabel:`Occasional Operations: (Each step is billed separately)` From 038abeb62b2db68da23cd1ecfb8c10ff33b2b36b Mon Sep 17 00:00:00 2001 From: giri-odoo Date: Mon, 9 Jun 2025 15:06:41 -0300 Subject: [PATCH 3/7] Update content/applications/finance/fiscal_localizations/brazil.rst Co-authored-by: Valentino --- content/applications/finance/fiscal_localizations/brazil.rst | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/content/applications/finance/fiscal_localizations/brazil.rst b/content/applications/finance/fiscal_localizations/brazil.rst index 68f0e65868..5e35ff1732 100644 --- a/content/applications/finance/fiscal_localizations/brazil.rst +++ b/content/applications/finance/fiscal_localizations/brazil.rst @@ -682,7 +682,7 @@ Its legal validity is guaranteed by the digital signature and by each Brazilian .. important:: The Avalara integration operates on a credit-based system. Each operation that involves communication with Avalara consumes 1 credit. The following operations within the Point of Sale (POS) application are subject to credit consumption: - :guilabel:`Tax calculation at the time of sale`. - - :guilabel:`Electronic invoice issuance (NF-e)`. + - :guilabel:`Electronic invoice issuance (NFC-e)`. `Note:' Each step is billed separately. For example, calculating taxes and issuing an invoice for the same POS transaction will consume 2 credits. From a9addc4e43724cb9a4ee617f0a3117cb862d06bb Mon Sep 17 00:00:00 2001 From: giri-odoo Date: Mon, 9 Jun 2025 15:46:16 -0300 Subject: [PATCH 4/7] [IMP] accouting/l10n_br: Adding information about credit usage in the Avalara integration.rst Update informations --- .../finance/fiscal_localizations/brazil.rst | 22 ++++++++++++------- 1 file changed, 14 insertions(+), 8 deletions(-) diff --git a/content/applications/finance/fiscal_localizations/brazil.rst b/content/applications/finance/fiscal_localizations/brazil.rst index 5e35ff1732..0a009bb28c 100644 --- a/content/applications/finance/fiscal_localizations/brazil.rst +++ b/content/applications/finance/fiscal_localizations/brazil.rst @@ -178,9 +178,12 @@ E-Invoice for goods (NF-e) → Total: 4 credits :guilabel:`Occasional Operations: (Each step is billed separately)` - - Correction letter (Carta de Correção) - - Invoice cancellation - - Other tax validations + - :ref:`Correction letter (Carta de Correção) ` + - :ref:`Invoice cancellation ` + - :ref:`Sales Refund via Credit Note ` + - :ref:`Sales Complementary Invoice via Debit Note ` + - :ref:`Invalidate invoice number range ` + - Other tax validations. - :guilabel:`CEST Code`: code for products subject to ICMS tax substitution - :guilabel:`Mercosul NCM Code`: Mercosur Common Nomenclature Product Code @@ -218,14 +221,17 @@ E-Invoice for services (NFS-e) :guilabel:`Example Workflow:` Sales order confirmed → 1 credit (tax calculation) - Invoice created and confirmed → 1 credit (tax calculation) - Invoice submitted → 1 credit (tax calculation) + 1 credit (submit invoice) + Invoice created → 1 credit (tax calculation) + Invoice confirmed and submitted → 1 credit (tax calculation) + 1 credit (submit invoice) → Total: 4 credits :guilabel:`Occasional Operations: (Each step is billed separately.)` - - Correction letter (Carta de Correção) - - Invoice cancellation - - Other actions requiring Avalara tax validation + - :ref:`Correction letter (Carta de Correção) ` + - :ref:`Invoice cancellation ` + - :ref:`Sales Refund via Credit Note ` + - :ref:`Sales Complementary Invoice via Debit Note ` + - :ref:`Invalidate invoice number range ` + - Other tax validations. - :guilabel:`Mercosul NCM Code`: Mercosur Common Nomenclature Product Code - :guilabel:`Purpose of Use`: intended purpose of use for this product From 8748f1658e16a825332ea54556d5401d3481c32c Mon Sep 17 00:00:00 2001 From: giri-odoo Date: Tue, 10 Jun 2025 11:27:26 -0300 Subject: [PATCH 5/7] [IMP] accouting/l10n_br: Adding information about credit usage in the Avalara integration.rst Update changes --- .../finance/fiscal_localizations/brazil.rst | 60 +++++++++---------- 1 file changed, 30 insertions(+), 30 deletions(-) diff --git a/content/applications/finance/fiscal_localizations/brazil.rst b/content/applications/finance/fiscal_localizations/brazil.rst index 0a009bb28c..3d37911636 100644 --- a/content/applications/finance/fiscal_localizations/brazil.rst +++ b/content/applications/finance/fiscal_localizations/brazil.rst @@ -166,24 +166,24 @@ E-Invoice for goods (NF-e) - Tax calculation on quotations and sales orders. :guilabel:`Accounting Application`: - - Tax calculation on invoices. - - Electronic invoice submission (NF-e or NFS-e). + - Tax calculation on invoices. + - Electronic invoice submission (NF-e or NFS-e). :guilabel:`Note:` If you calculate taxes in Sales and later issue the invoice in Accounting, the calculation happens twice, consuming 2 credits. :guilabel:`Example Workflow:` - Sales order confirmed → 1 credit (tax calculation) - Invoice created → 1 credit (tax calculation) - Invoice confirmed and submitted → 1 credit (tax calculation) + 1 credit (submit invoice) - → Total: 4 credits + Sales order confirmed → 1 credit (tax calculation) + Invoice created → 1 credit (tax calculation) + Invoice confirmed and submitted → 1 credit (tax calculation) + 1 credit (submit invoice) + → Total: 4 credits :guilabel:`Occasional Operations: (Each step is billed separately)` - - :ref:`Correction letter (Carta de Correção) ` - - :ref:`Invoice cancellation ` - - :ref:`Sales Refund via Credit Note ` - - :ref:`Sales Complementary Invoice via Debit Note ` - - :ref:`Invalidate invoice number range ` - - Other tax validations. + - :ref:`Correction letter (Carta de Correção) ` + - :ref:`Invoice cancellation ` + - :ref:`Sales Refund via Credit Note ` + - :ref:`Sales Complementary Invoice via Debit Note ` + - :ref:`Invalidate invoice number range ` + - Other tax validations. - :guilabel:`CEST Code`: code for products subject to ICMS tax substitution - :guilabel:`Mercosul NCM Code`: Mercosur Common Nomenclature Product Code @@ -209,29 +209,29 @@ E-Invoice for services (NFS-e) .. important:: The Avalara integration operates on a credit-based system, where each interaction with Avalara consumes 1 credit. Below are the main credit-consuming operations: - :guilabel:`Sales Application`: - - Tax calculation on quotations and sales orders. + :guilabel:`Sales Application:` + - Tax calculation on quotations and sales orders. :guilabel:`Accounting Application:` - - Tax calculation on invoices. - - Electronic invoice submission (NF-e or NFS-e). - - Invoice status check. (Each time you check the invoice status, 1 credit is consumed.) - + - Tax calculation on invoices. + - Electronic invoice submission (NF-e or NFS-e). + - Invoice status check. (Each time you check the invoice status, 1 credit is consumed.) + :guilabel:`Note:` If you calculate taxes in Sales and later issue the invoice in Accounting, the calculation happens twice — consuming 2 credits. :guilabel:`Example Workflow:` - Sales order confirmed → 1 credit (tax calculation) - Invoice created → 1 credit (tax calculation) - Invoice confirmed and submitted → 1 credit (tax calculation) + 1 credit (submit invoice) - → Total: 4 credits + Sales order confirmed → 1 credit (tax calculation) + Invoice created → 1 credit (tax calculation) + Invoice confirmed and submitted → 1 credit (tax calculation) + 1 credit (submit invoice) + → Total: 4 credits :guilabel:`Occasional Operations: (Each step is billed separately.)` - - :ref:`Correction letter (Carta de Correção) ` - - :ref:`Invoice cancellation ` - - :ref:`Sales Refund via Credit Note ` - - :ref:`Sales Complementary Invoice via Debit Note ` - - :ref:`Invalidate invoice number range ` - - Other tax validations. + - :ref:`Correction letter (Carta de Correção) ` + - :ref:`Invoice cancellation ` + - :ref:`Sales Refund via Credit Note ` + - :ref:`Sales Complementary Invoice via Debit Note ` + - :ref:`Invalidate invoice number range ` + - Other tax validations. - :guilabel:`Mercosul NCM Code`: Mercosur Common Nomenclature Product Code - :guilabel:`Purpose of Use`: intended purpose of use for this product @@ -687,8 +687,8 @@ Its legal validity is guaranteed by the digital signature and by each Brazilian .. important:: The Avalara integration operates on a credit-based system. Each operation that involves communication with Avalara consumes 1 credit. The following operations within the Point of Sale (POS) application are subject to credit consumption: - - :guilabel:`Tax calculation at the time of sale`. - - :guilabel:`Electronic invoice issuance (NFC-e)`. + - :guilabel:`Tax calculation at the time of sale` + - :guilabel:`Electronic invoice issuance (NFC-e)` `Note:' Each step is billed separately. For example, calculating taxes and issuing an invoice for the same POS transaction will consume 2 credits. From 5c90a9f724556b0647d1abb93d3a6828859b801c Mon Sep 17 00:00:00 2001 From: giri-odoo Date: Tue, 10 Jun 2025 15:09:54 -0300 Subject: [PATCH 6/7] [IMP] accouting/l10n_br: Adding information about credit usage in the Avalara integration.rst Update new changes --- content/applications/finance/fiscal_localizations/brazil.rst | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/content/applications/finance/fiscal_localizations/brazil.rst b/content/applications/finance/fiscal_localizations/brazil.rst index 3d37911636..9731f76019 100644 --- a/content/applications/finance/fiscal_localizations/brazil.rst +++ b/content/applications/finance/fiscal_localizations/brazil.rst @@ -690,7 +690,7 @@ Its legal validity is guaranteed by the digital signature and by each Brazilian - :guilabel:`Tax calculation at the time of sale` - :guilabel:`Electronic invoice issuance (NFC-e)` - `Note:' Each step is billed separately. For example, calculating taxes and issuing an invoice for the same POS transaction will consume 2 credits. + :guilabel:`Note:` Each step is billed separately. For example, calculating taxes and issuing an invoice for the same POS transaction will consume 2 credits. .. seealso:: :doc:`Point of Sale <../../sales/point_of_sale>` From e2f20abc821756be0e40079ff1ff0e19d17f87be Mon Sep 17 00:00:00 2001 From: giri-odoo Date: Tue, 10 Jun 2025 15:40:47 -0300 Subject: [PATCH 7/7] [IMP] accouting/l10n_br: Adding information about credit usage in the Avalara integration.rst --- content/applications/finance/fiscal_localizations/brazil.rst | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/content/applications/finance/fiscal_localizations/brazil.rst b/content/applications/finance/fiscal_localizations/brazil.rst index 9731f76019..cc1dab79f1 100644 --- a/content/applications/finance/fiscal_localizations/brazil.rst +++ b/content/applications/finance/fiscal_localizations/brazil.rst @@ -687,8 +687,8 @@ Its legal validity is guaranteed by the digital signature and by each Brazilian .. important:: The Avalara integration operates on a credit-based system. Each operation that involves communication with Avalara consumes 1 credit. The following operations within the Point of Sale (POS) application are subject to credit consumption: - - :guilabel:`Tax calculation at the time of sale` - - :guilabel:`Electronic invoice issuance (NFC-e)` + - Tax calculation at the time of sale + - Electronic invoice issuance (NFC-e) :guilabel:`Note:` Each step is billed separately. For example, calculating taxes and issuing an invoice for the same POS transaction will consume 2 credits.