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[18.0][MIG] account_avatax_sale_oca: Migration to 18.0 #464

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2bef3c4
account_avatax_sale_oca: renamed from account_sale_avatax
dreispt Aug 2, 2022
ff6faa8
Update account_avatax_sale_oca.pot
Sep 8, 2022
244902d
README.rst
OCA-git-bot Sep 8, 2022
c749bce
account_avatax_sale_oca 15.0.2.0.0
OCA-git-bot Sep 8, 2022
ab89644
account_avatax_sale_oca: black, isort, prettier
Nikul-OSI Apr 7, 2023
252bc2b
account_avatax_sale_oca: Migrated to v16
Nikul-OSI Apr 10, 2023
288ef54
Update account_avatax_sale_oca.pot
Aug 3, 2023
1b62b15
README.rst
OCA-git-bot Aug 3, 2023
98ef61c
README.rst
OCA-git-bot Sep 3, 2023
3f74776
account_avatax_sale_oca: tax calculation improvements
RLeeOSI Aug 3, 2023
67c4594
post-merge updates
OCA-git-bot Oct 10, 2023
8f71dc9
account_avatax_sale_oca (Fixes Sale Line Access Error)
patrickrwilson Oct 12, 2023
5a6b243
post-merge updates
OCA-git-bot Nov 9, 2023
d9f2952
account_avatax_sale_oca : override the create method in batch
metaminux Nov 24, 2023
1b092f6
post-merge updates
OCA-git-bot Nov 28, 2023
5460370
Added translation using Weblate (Italian)
mymage Feb 27, 2024
4a84fe3
[FIX] account_avatax_sale_oca: black, isort, prettier
Nikul-OSI Mar 8, 2024
d0f10ae
[MIG] account_avatax_sale_oca: Migrated in v17
Nikul-OSI Mar 8, 2024
8e0a330
[FIX] account_avatax_sale_oca: property_exemption_country_wide moved …
dreispt Mar 22, 2024
ef4d8eb
[UPD] Update account_avatax_sale_oca.pot
Mar 22, 2024
0676c54
[BOT] post-merge updates
OCA-git-bot Mar 22, 2024
522c7ba
Update translation files
weblate Mar 22, 2024
cafa44f
Translated using Weblate (Italian)
mymage Mar 25, 2024
725a1ba
Translated using Weblate (Italian)
mymage Mar 26, 2024
d554262
[FX] account_avatax_sale_oca: Exemption is editable for Accounting Ma…
dreispt Apr 6, 2024
69ddf4c
[BOT] post-merge updates
OCA-git-bot Apr 10, 2024
171463a
[18.0][MIG] account_avatax_sale_oca: Migration to 18.0
kobros-tech Jan 5, 2025
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165 changes: 165 additions & 0 deletions account_avatax_sale_oca/README.rst
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===================================================
Avalara Avatax Certified Connector for Sales Orders
===================================================

..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:27ff9d1210f28b5d09820d54064d01e7cd14f54fb45e081f4f906b8adec6c46a
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png
:target: https://odoo-community.org/page/development-status
:alt: Production/Stable
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
: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/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-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=18.0
:alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

This module is a component of the Avatax Integration with odoo app.
Please refer to the corresponding documentation.

**Table of contents**

.. contents::
:local:

Usage
=====

The AvaTax module is integrated into Sales Orders and allows computation
of taxes. Sales order transactions do not appear in the in the AvaTax
interface.

The information placed in the sales order will automatically pass to the
invoice on the Avalara server and can be viewed in the AvaTax control
panel.

Discounts are handled when they are enabled in Odoo's settings. They
will be reported as a net deduction on the line item cost.

Create New Sales Order

- Navigate to: Sales >> Orders >> Orders
- Click Create button

Compute Taxes with AvaTax

- 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.

Tax Exemption Status

- 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.

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:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
-------

* Open Source Integrators
* Fabrice Henrion
* Sodexis

Contributors
------------

- Odoo SA

- Fabrice Henrion

- Open Source Integrators (https://opensourceintegrators.com)

- Daniel Reis <[email protected]>
- Bhavesh Odedra <[email protected]>
- Sandip Mangukiya <[email protected]>
- Nikul Chaudhary <[email protected]>

- Serpent CS

- Murtuza Saleh

- Sodexis

- Atchuthan Ubendran

- Kencove (https://kencove.com)

- Mohamed Alkobrosli <[email protected]>

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org

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.

.. |maintainer-dreispt| image:: https://github.com/dreispt.png?size=40px
:target: https://github.com/dreispt
:alt: dreispt

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-dreispt|

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.
1 change: 1 addition & 0 deletions account_avatax_sale_oca/__init__.py
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from . import models
18 changes: 18 additions & 0 deletions account_avatax_sale_oca/__manifest__.py
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{
"name": "Avalara Avatax Certified Connector for Sales Orders",
"version": "18.0.1.0.0",
"author": "Open Source Integrators, Fabrice Henrion,"
"Sodexis, Odoo Community Association (OCA)",
"summary": "Sales Orders with automatic Tax application using Avatax",
"license": "AGPL-3",
"category": "Accounting",
"website": "https://github.com/OCA/account-fiscal-rule",
"depends": ["account_avatax_oca", "sale_stock"],
"data": [
"views/sale_order_view.xml",
"views/avalara_salestax_view.xml",
],
"auto_install": True,
"development_status": "Production/Stable",
"maintainers": ["dreispt"],
}
202 changes: 202 additions & 0 deletions account_avatax_sale_oca/i18n/account_avatax_sale.pot
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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * account_avatax_sale
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 15.0\n"
"Report-Msgid-Bugs-To: \n"
"Last-Translator: \n"
"Language-Team: \n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: \n"

#. module: account_avatax_sale
#: model:ir.model.fields,field_description:account_avatax_sale.field_avalara_salestax__sale_calculate_tax
msgid "Auto Calculate Tax on SO Save"
msgstr ""

#. module: account_avatax_sale
#: model:ir.model.fields,help:account_avatax_sale.field_avalara_salestax__sale_calculate_tax
msgid ""
"Automatically triggers API to calculate tax If changes made onSO's "
"warehouse_id, tax_on_shipping_address, SO line's price_unit, discount, "
"product_uom_qty"
msgstr ""

#. module: account_avatax_sale
#: model:ir.model.fields,field_description:account_avatax_sale.field_sale_order__tax_amount
#: model:ir.model.fields,field_description:account_avatax_sale.field_sale_order_line__tax_amt
msgid "AvaTax"
msgstr ""

#. module: account_avatax_sale
#: model:ir.model,name:account_avatax_sale.model_avalara_salestax
msgid "AvaTax Configuration"
msgstr ""

#. module: account_avatax_sale
#: model:ir.model.fields,field_description:account_avatax_sale.field_sale_order__avatax_request_log
msgid "Avatax API Request Log"
msgstr ""

#. module: account_avatax_sale
#: model:ir.model.fields,field_description:account_avatax_sale.field_sale_order__avatax_response_log
msgid "Avatax API Response Log"
msgstr ""

#. module: account_avatax_sale
#: model_terms:ir.ui.view,arch_db:account_avatax_sale.sale_order_update_form_view
msgid "Avatax Log"
msgstr ""

#. module: account_avatax_sale
#: model:ir.model.fields,field_description:account_avatax_sale.field_sale_order__calculate_tax_on_save
msgid "Calculate Tax On Save"
msgstr ""

#. module: account_avatax_sale
#: model_terms:ir.ui.view,arch_db:account_avatax_sale.sale_order_update_form_view
msgid "Compute Taxes"
msgstr ""

#. module: account_avatax_sale
#: model:ir.model,name:account_avatax_sale.model_res_partner
msgid "Contact"
msgstr ""

#. module: account_avatax_sale
#: code:addons/account_avatax_sale/models/partner.py:0
#, python-format
msgid ""
"Enabling the exemption status for all states may have tax compliance risks, and should be carefully considered.\n"
"\n"
" Please ensure that your tax advisor was consulted and the necessary tax exemption documentation was obtained for every state this Partner may have transactions."
msgstr ""

#. module: account_avatax_sale
#: model:ir.model.fields,field_description:account_avatax_sale.field_res_partner__property_exemption_country_wide
#: model:ir.model.fields,field_description:account_avatax_sale.field_res_users__property_exemption_country_wide
msgid "Exemption Applies Country Wide"
msgstr ""

#. module: account_avatax_sale
#: model:ir.model.fields,field_description:account_avatax_sale.field_sale_order__exemption_code_id
msgid "Exemption Code"
msgstr ""

#. module: account_avatax_sale
#: model:ir.model.fields,field_description:account_avatax_sale.field_sale_order__exemption_code
msgid "Exemption Number"
msgstr ""

#. module: account_avatax_sale
#: model:ir.model.fields,field_description:account_avatax_sale.field_sale_order__hide_exemption
msgid "Hide Exemption & Tax Based on shipping address"
msgstr ""

#. module: account_avatax_sale
#: model:ir.model.fields,help:account_avatax_sale.field_sale_order__exemption_code_id
msgid "It show the customer exemption code"
msgstr ""

#. module: account_avatax_sale
#: model:ir.model.fields,help:account_avatax_sale.field_sale_order__exemption_code
msgid "It show the customer exemption number"
msgstr ""

#. module: account_avatax_sale
#: model:ir.model,name:account_avatax_sale.model_account_move
msgid "Journal Entry"
msgstr ""

#. module: account_avatax_sale
#: model:ir.model.fields,field_description:account_avatax_sale.field_sale_order__location_code
msgid "Location Code"
msgstr ""

#. module: account_avatax_sale
#: model:ir.model.fields,help:account_avatax_sale.field_sale_order__location_code
msgid "Origin address location code"
msgstr ""

#. module: account_avatax_sale
#: model:ir.model.fields,field_description:account_avatax_sale.field_avalara_salestax__override_line_taxes
msgid "Override Line Taxes"
msgstr ""

#. module: account_avatax_sale
#: model:ir.model,name:account_avatax_sale.model_sale_order
msgid "Sales Order"
msgstr ""

#. module: account_avatax_sale
#: model:ir.model,name:account_avatax_sale.model_sale_order_line
msgid "Sales Order Line"
msgstr ""

#. module: account_avatax_sale
#: model:ir.model,name:account_avatax_sale.model_account_tax
msgid "Tax"
msgstr ""

#. module: account_avatax_sale
#: model:ir.model.fields,field_description:account_avatax_sale.field_sale_order__tax_address_id
msgid "Tax Address"
msgstr ""

#. module: account_avatax_sale
#: code:addons/account_avatax_sale/models/partner.py:0
#, python-format
msgid "Tax Compliance Risk"
msgstr ""

#. module: account_avatax_sale
#: model:ir.model.fields,field_description:account_avatax_sale.field_sale_order__tax_on_shipping_address
msgid "Tax based on shipping address"
msgstr ""

#. module: account_avatax_sale
#: model:ir.model.fields,help:account_avatax_sale.field_sale_order__hide_exemption
msgid ""
"Uncheck the this field to show exemption fields on SO/Invoice form view. "
"Also, it will show Tax based on shipping address button"
msgstr ""

#. module: account_avatax_sale
#: model:ir.actions.server,name:account_avatax_sale.action_sale_order_compute_taxes
msgid "Update taxes with AvaTax"
msgstr ""

#. module: account_avatax_sale
#: model:ir.model.fields,field_description:account_avatax_sale.field_sale_order__is_avatax
msgid "Use Avatax API"
msgstr ""

#. module: account_avatax_sale
#: model:ir.model.fields,field_description:account_avatax_sale.field_avalara_salestax__use_partner_invoice_id
msgid "Use Invoice partner's customer code in SO"
msgstr ""

#. module: account_avatax_sale
#: model:ir.model.fields,help:account_avatax_sale.field_avalara_salestax__use_partner_invoice_id
msgid "Use Sales Order's Invoice Address field to determine TaxableStatus"
msgstr ""

#. module: account_avatax_sale
#: model:ir.model.fields,help:account_avatax_sale.field_avalara_salestax__override_line_taxes
msgid ""
"When checked, the Avatax computed tax will replace any other taxes that may "
"exist in the document line."
msgstr ""

#. module: account_avatax_sale
#: model:ir.model.fields,help:account_avatax_sale.field_res_partner__property_exemption_country_wide
#: model:ir.model.fields,help:account_avatax_sale.field_res_users__property_exemption_country_wide
msgid ""
"When enabled, the delivery address State is irrelevant when looking up the "
"exemption status, meaning that the exemption is considered applicable for "
"all states"
msgstr ""
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