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[18.0][MIG] account_avatax_sale_oca: Migration to 18.0
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@@ -17,13 +17,13 @@ Avalara Avatax Certified Connector for Sales Orders | |
| :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html | ||
| :alt: License: AGPL-3 | ||
| .. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--fiscal--rule-lightgray.png?logo=github | ||
| :target: https://github.com/OCA/account-fiscal-rule/tree/17.0/account_avatax_sale_oca | ||
| :target: https://github.com/OCA/account-fiscal-rule/tree/18.0/account_avatax_sale_oca | ||
| :alt: OCA/account-fiscal-rule | ||
| .. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png | ||
| :target: https://translation.odoo-community.org/projects/account-fiscal-rule-17-0/account-fiscal-rule-17-0-account_avatax_sale_oca | ||
| :target: https://translation.odoo-community.org/projects/account-fiscal-rule-18-0/account-fiscal-rule-18-0-account_avatax_sale_oca | ||
| :alt: Translate me on Weblate | ||
| .. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png | ||
| :target: https://runboat.odoo-community.org/builds?repo=OCA/account-fiscal-rule&target_branch=17.0 | ||
| :target: https://runboat.odoo-community.org/builds?repo=OCA/account-fiscal-rule&target_branch=18.0 | ||
| :alt: Try me on Runboat | ||
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| |badge1| |badge2| |badge3| |badge4| |badge5| | ||
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@@ -52,55 +52,54 @@ will be reported as a net deduction on the line item cost. | |
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| Create New Sales Order | ||
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| - Navigate to: Sales >> Orders >> Orders | ||
| - Click Create button | ||
| - Navigate to: Sales >> Orders >> Orders | ||
| - Click Create button | ||
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| Compute Taxes with AvaTax | ||
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||
| - The module will calculate tax when the sales order is confirmed, or | ||
| by navigating to Action >> Update taxes with Avatax. At this step, | ||
| the sales order will retrieve the tax amount from Avalara but will | ||
| not report the transaction to the AvaTax dashboard. Only invoice, | ||
| refund, and payment activity are reported to the dashboard. | ||
| - The module will check if there is a selected warehouse and will | ||
| automatically determine the address of the warehouse and the origin | ||
| location. If no address is assigned to the warehouse the module will | ||
| automatically use the address of the company as its origin. Location | ||
| code will automatically populate with the warehouse code but can be | ||
| modified if needed. | ||
| - Hide Exemption & Tax Based on shipping address -- this will provide | ||
| this feature support at sale order level. | ||
| - The module will calculate tax when the sales order is confirmed, or by | ||
| navigating to Action >> Update taxes with Avatax. At this step, the | ||
| sales order will retrieve the tax amount from Avalara but will not | ||
| report the transaction to the AvaTax dashboard. Only invoice, refund, | ||
| and payment activity are reported to the dashboard. | ||
| - The module will check if there is a selected warehouse and will | ||
| automatically determine the address of the warehouse and the origin | ||
| location. If no address is assigned to the warehouse the module will | ||
| automatically use the address of the company as its origin. Location | ||
| code will automatically populate with the warehouse code but can be | ||
| modified if needed. | ||
| - Hide Exemption & Tax Based on shipping address -- this will provide | ||
| this feature support at sale order level. | ||
|
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||
| Tax Exemption Status | ||
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||
| - Tax exemption status can be defined on Contacts. | ||
| - In a multi-company environment, the exemption status is defined per | ||
| Company, since each individual company is required to secure the | ||
| exemption certificates to claim for exemption application, and this | ||
| may not be the case for all Companies. | ||
| - If the customer is tax exempt, in the "Avatax" tab, check the "Is Tax | ||
| Exempt" checkbox. When checked, the exemption details can be | ||
| provided. The Exemption Code is the type of exemption, and the | ||
| Exemption Number is an identification number to use on the customer's | ||
| State. | ||
| - This exemption status will only be applied for delivery addresses in | ||
| the State matching the State of the exemption address. The same | ||
| customer can have exemptiions on several states. For this use | ||
| additional Contact/Addresses for those states, and enter the | ||
| exempention details there. | ||
| - To make this data management simpler, is it possible to set the | ||
| customer as exempt country wide, using the corresponding checkbox. In | ||
| this case the exemption status will be used for delivery addresses in | ||
| any state. Using this option has compliance risks, so plase use it | ||
| with care. | ||
| - Tax exemption status can be defined on Contacts. | ||
| - In a multi-company environment, the exemption status is defined per | ||
| Company, since each individual company is required to secure the | ||
| exemption certificates to claim for exemption application, and this | ||
| may not be the case for all Companies. | ||
| - If the customer is tax exempt, in the "Avatax" tab, check the "Is Tax | ||
| Exempt" checkbox. When checked, the exemption details can be provided. | ||
| The Exemption Code is the type of exemption, and the Exemption Number | ||
| is an identification number to use on the customer's State. | ||
| - This exemption status will only be applied for delivery addresses in | ||
| the State matching the State of the exemption address. The same | ||
| customer can have exemptiions on several states. For this use | ||
| additional Contact/Addresses for those states, and enter the | ||
| exempention details there. | ||
| - To make this data management simpler, is it possible to set the | ||
| customer as exempt country wide, using the corresponding checkbox. In | ||
| this case the exemption status will be used for delivery addresses in | ||
| any state. Using this option has compliance risks, so plase use it | ||
| with care. | ||
|
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| Bug Tracker | ||
| =========== | ||
|
|
||
| Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-fiscal-rule/issues>`_. | ||
| In case of trouble, please check there if your issue has already been reported. | ||
| If you spotted it first, help us to smash it by providing a detailed and welcomed | ||
| `feedback <https://github.com/OCA/account-fiscal-rule/issues/new?body=module:%20account_avatax_sale_oca%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. | ||
| `feedback <https://github.com/OCA/account-fiscal-rule/issues/new?body=module:%20account_avatax_sale_oca%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. | ||
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| Do not contact contributors directly about support or help with technical issues. | ||
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@@ -117,24 +116,28 @@ Authors | |
| Contributors | ||
| ------------ | ||
|
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| - Odoo SA | ||
| - Odoo SA | ||
|
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| - Fabrice Henrion | ||
| - Fabrice Henrion | ||
|
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| - Open Source Integrators (https://opensourceintegrators.com) | ||
| - Open Source Integrators (https://opensourceintegrators.com) | ||
|
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| - Daniel Reis <[email protected]> | ||
| - Bhavesh Odedra <[email protected]> | ||
| - Sandip Mangukiya <[email protected]> | ||
| - Nikul Chaudhary <[email protected]> | ||
| - Daniel Reis <[email protected]> | ||
| - Bhavesh Odedra <[email protected]> | ||
| - Sandip Mangukiya <[email protected]> | ||
| - Nikul Chaudhary <[email protected]> | ||
|
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||
| - Serpent CS | ||
| - Serpent CS | ||
|
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| - Murtuza Saleh | ||
| - Murtuza Saleh | ||
|
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||
| - Sodexis | ||
| - Sodexis | ||
|
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| - Atchuthan Ubendran | ||
| - Atchuthan Ubendran | ||
|
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| - Kencove (https://kencove.com) | ||
|
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| - Mohamed Alkobrosli <[email protected]> | ||
|
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| Maintainers | ||
| ----------- | ||
|
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@@ -157,6 +160,6 @@ Current `maintainer <https://odoo-community.org/page/maintainer-role>`__: | |
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| |maintainer-dreispt| | ||
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| This module is part of the `OCA/account-fiscal-rule <https://github.com/OCA/account-fiscal-rule/tree/17.0/account_avatax_sale_oca>`_ project on GitHub. | ||
| This module is part of the `OCA/account-fiscal-rule <https://github.com/OCA/account-fiscal-rule/tree/18.0/account_avatax_sale_oca>`_ project on GitHub. | ||
|
|
||
| You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. | ||
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@@ -9,3 +9,5 @@ | |
| - Murtuza Saleh | ||
| - Sodexis | ||
| - Atchuthan Ubendran | ||
| - Kencove (<https://kencove.com>) | ||
| - Mohamed Alkobrosli \<<[email protected]>\> | ||
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| /* | ||
| :Author: David Goodger ([email protected]) | ||
| :Id: $Id: html4css1.css 8954 2022-01-20 10:10:25Z milde $ | ||
| :Id: $Id: html4css1.css 9511 2024-01-13 09:50:07Z milde $ | ||
| :Copyright: This stylesheet has been placed in the public domain. | ||
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| Default cascading style sheet for the HTML output of Docutils. | ||
| Despite the name, some widely supported CSS2 features are used. | ||
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| See https://docutils.sourceforge.io/docs/howto/html-stylesheets.html for how to | ||
| customize this style sheet. | ||
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| margin-left: 2em ; | ||
| margin-right: 2em } | ||
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| pre.code .ln { color: grey; } /* line numbers */ | ||
| pre.code .ln { color: gray; } /* line numbers */ | ||
| pre.code, code { background-color: #eeeeee } | ||
| pre.code .comment, code .comment { color: #5C6576 } | ||
| pre.code .keyword, code .keyword { color: #3B0D06; font-weight: bold } | ||
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| span.problematic, pre.problematic { | ||
| color: red } | ||
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| span.section-subtitle { | ||
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@@ -368,7 +369,7 @@ <h1 class="title">Avalara Avatax Certified Connector for Sales Orders</h1> | |
| !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
| !! source digest: sha256:27ff9d1210f28b5d09820d54064d01e7cd14f54fb45e081f4f906b8adec6c46a | ||
| !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! --> | ||
| <p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Production/Stable" src="https://img.shields.io/badge/maturity-Production%2FStable-green.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/account-fiscal-rule/tree/17.0/account_avatax_sale_oca"><img alt="OCA/account-fiscal-rule" src="https://img.shields.io/badge/github-OCA%2Faccount--fiscal--rule-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/account-fiscal-rule-17-0/account-fiscal-rule-17-0-account_avatax_sale_oca"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/account-fiscal-rule&target_branch=17.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p> | ||
| <p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Production/Stable" src="https://img.shields.io/badge/maturity-Production%2FStable-green.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/account-fiscal-rule/tree/18.0/account_avatax_sale_oca"><img alt="OCA/account-fiscal-rule" src="https://img.shields.io/badge/github-OCA%2Faccount--fiscal--rule-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/account-fiscal-rule-18-0/account-fiscal-rule-18-0-account_avatax_sale_oca"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/account-fiscal-rule&target_branch=18.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p> | ||
| <p>This module is a component of the Avatax Integration with odoo app. | ||
| Please refer to the corresponding documentation.</p> | ||
| <p><strong>Table of contents</strong></p> | ||
|
|
@@ -401,11 +402,11 @@ <h1><a class="toc-backref" href="#toc-entry-1">Usage</a></h1> | |
| </ul> | ||
| <p>Compute Taxes with AvaTax</p> | ||
| <ul class="simple"> | ||
| <li>The module will calculate tax when the sales order is confirmed, or | ||
| by navigating to Action >> Update taxes with Avatax. At this step, | ||
| the sales order will retrieve the tax amount from Avalara but will | ||
| not report the transaction to the AvaTax dashboard. Only invoice, | ||
| refund, and payment activity are reported to the dashboard.</li> | ||
| <li>The module will calculate tax when the sales order is confirmed, or by | ||
| navigating to Action >> Update taxes with Avatax. At this step, the | ||
| sales order will retrieve the tax amount from Avalara but will not | ||
| report the transaction to the AvaTax dashboard. Only invoice, refund, | ||
| and payment activity are reported to the dashboard.</li> | ||
| <li>The module will check if there is a selected warehouse and will | ||
| automatically determine the address of the warehouse and the origin | ||
| location. If no address is assigned to the warehouse the module will | ||
|
|
@@ -423,10 +424,9 @@ <h1><a class="toc-backref" href="#toc-entry-1">Usage</a></h1> | |
| exemption certificates to claim for exemption application, and this | ||
| may not be the case for all Companies.</li> | ||
| <li>If the customer is tax exempt, in the “Avatax” tab, check the “Is Tax | ||
| Exempt” checkbox. When checked, the exemption details can be | ||
| provided. The Exemption Code is the type of exemption, and the | ||
| Exemption Number is an identification number to use on the customer’s | ||
| State.</li> | ||
| Exempt” checkbox. When checked, the exemption details can be provided. | ||
| The Exemption Code is the type of exemption, and the Exemption Number | ||
| is an identification number to use on the customer’s State.</li> | ||
| <li>This exemption status will only be applied for delivery addresses in | ||
| the State matching the State of the exemption address. The same | ||
| customer can have exemptiions on several states. For this use | ||
|
|
@@ -444,7 +444,7 @@ <h1><a class="toc-backref" href="#toc-entry-2">Bug Tracker</a></h1> | |
| <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/account-fiscal-rule/issues">GitHub Issues</a>. | ||
| In case of trouble, please check there if your issue has already been reported. | ||
| If you spotted it first, help us to smash it by providing a detailed and welcomed | ||
| <a class="reference external" href="https://github.com/OCA/account-fiscal-rule/issues/new?body=module:%20account_avatax_sale_oca%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> | ||
| <a class="reference external" href="https://github.com/OCA/account-fiscal-rule/issues/new?body=module:%20account_avatax_sale_oca%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> | ||
| <p>Do not contact contributors directly about support or help with technical issues.</p> | ||
| </div> | ||
| <div class="section" id="credits"> | ||
|
|
@@ -479,18 +479,24 @@ <h2><a class="toc-backref" href="#toc-entry-5">Contributors</a></h2> | |
| <li>Atchuthan Ubendran</li> | ||
| </ul> | ||
| </li> | ||
| <li>Kencove (<a class="reference external" href="https://kencove.com">https://kencove.com</a>)<ul> | ||
| <li>Mohamed Alkobrosli <<a class="reference external" href="mailto:malkobrosly@kencove.com">malkobrosly@kencove.com</a>></li> | ||
| </ul> | ||
| </li> | ||
| </ul> | ||
| </div> | ||
| <div class="section" id="maintainers"> | ||
| <h2><a class="toc-backref" href="#toc-entry-6">Maintainers</a></h2> | ||
| <p>This module is maintained by the OCA.</p> | ||
| <a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a> | ||
| <a class="reference external image-reference" href="https://odoo-community.org"> | ||
| <img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /> | ||
| </a> | ||
| <p>OCA, or the Odoo Community Association, is a nonprofit organization whose | ||
| mission is to support the collaborative development of Odoo features and | ||
| promote its widespread use.</p> | ||
| <p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p> | ||
| <p><a class="reference external image-reference" href="https://github.com/dreispt"><img alt="dreispt" src="https://github.com/dreispt.png?size=40px" /></a></p> | ||
| <p>This module is part of the <a class="reference external" href="https://github.com/OCA/account-fiscal-rule/tree/17.0/account_avatax_sale_oca">OCA/account-fiscal-rule</a> project on GitHub.</p> | ||
| <p>This module is part of the <a class="reference external" href="https://github.com/OCA/account-fiscal-rule/tree/18.0/account_avatax_sale_oca">OCA/account-fiscal-rule</a> project on GitHub.</p> | ||
| <p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p> | ||
| </div> | ||
| </div> | ||
|
|
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