diff --git a/content/applications/finance/fiscal_localizations/mexico.rst b/content/applications/finance/fiscal_localizations/mexico.rst index f03408783..494297a7d 100644 --- a/content/applications/finance/fiscal_localizations/mexico.rst +++ b/content/applications/finance/fiscal_localizations/mexico.rst @@ -13,6 +13,7 @@ Mexico .. |PPD| replace:: :abbr:`PPD (Pago en Parcialidades o Diferido/Payment in Installements or Deferred)` .. |PUE| replace:: :abbr:`PUE (Pago en una Sola Exhibición/Payment in a Single Exhibition)` +.. |CFDI| replace:: :abbr:`CFDI (Comprobante Fiscal Digital por Internet)` Webinars ======== @@ -449,66 +450,71 @@ It is possible to cancel the EDI documents sent to the |SAT|. According to the ` there are two requirements for this: - With all cancellation requests, you **must** specify a *cancellation reason*. -- After 24 hours have passed since the creation of the invoice, the client **must** be asked to - accept the cancellation. +- After 24 hours from the invoice creation, the client must be asked to approve the cancellation. If + there is no response within 72 hours, the cancellation is processed automatically. -There are four different cancellation reasons. In Odoo, you can cancel invoices with the reasons *01 -Invoices sent with errors with a relation*, and *02 Invoices sent with errors without a relation*. +Invoice cancellations can be made for one of the following reasons: -The following sections break down the process of cancelling invoices for each cancellation reason in -Odoo. +- 01 - Invoice issued with errors (with related document) +- 02 - Invoice issued with errors (no replacement) +- 03 - The operation was not carried out +- 04 - Nominative operation related to the global invoice -.. important:: - Odoo has certain limitations to cancelling invoices in the |SAT|: The reasons 03 and 04 - (*Operation did not take place* and *Nominative transactions related to a global invoice*, - respectively) are not currently supported by Odoo. For this, you need to cancel the invoice - directly in the |SAT|, and press :guilabel:`Retry` in the :guilabel:`SAT Status field`. +To initiate a cancellation, go to :menuselection:`Accounting --> Customers --> Invoices`, select the +posted invoice to cancel, and click :guilabel:`Request Cancel`. Then, refer to the +:ref:`localizations/mexico/01-invoice-cancellation` or +:ref:`localizations/mexico/02-03-04-invoice-cancellation` sections, depending on the cancellation +reason. -01 - invoices sent with errors with a relation -********************************************** +.. tip:: + Alternatively, request a cancellation from the :guilabel:`CFDI` tab by clicking + :guilabel:`Cancel` on the line item. -This cancellation reason must be used when a new invoice needs to substitute the original one, due -to an error in any field. +.. _localizations/mexico/01-invoice-cancellation: -Begin by navigating to :menuselection:`Accounting --> Customers --> Invoices`, and select the old -invoice. Copy the :guilabel:`Fiscal Folio` from the old invoice. Then, navigate to the new invoice, -and in the :guilabel:`CFDI Origin` field, add the value `04|` and paste the :guilabel:`Fiscal Folio` -of the old invoice after the value. Finally, sign the new document. +Cancellation reason 01 - Invoice issued with errors (with related document) +*************************************************************************** -Next, navigate back to the old invoice, and notice the :guilabel:`Substituted By` field is now -available. Click the :guilabel:`Request EDI Cancellation` button on the old invoice, and then click -:guilabel:`Process Now` in the blue section that appears. The invoice status changes to -:guilabel:`Cancelled`, and a confirmation is logged in the chatter. +#. In the :guilabel:`Request CFDI Cancellation` pop-up window, select :guilabel:`01 - Invoice issued + with errors (with related document)` from the :guilabel:`Reason` field and click + :guilabel:`Create Replacement Invoice` to create a new draft invoice. This new draft invoice + replaces the previous invoice, along with the related |CFDI|. +#. :guilabel:`Confirm` the draft and :guilabel:`Send & Print` the invoice. +#. Return to the initial invoice (i.e., the invoice from which you first requested the + cancellation). Notice the :guilabel:`Substituted By` field appears with a reference to the + new replacement invoice. +#. Click :guilabel:`Request Cancel`. In the :guilabel:`Request CFDI Cancellation` pop-up window, the + :guilabel:`01 - Invoice issued with errors (with related document)` option is automatically + selected in the :guilabel:`Reason` field. +#. Click :guilabel:`Confirm`. -Now, the invoice should be cancelled in the |SAT| as well. You can confirm this was done correctly, -by pressing :guilabel:`Retry` in the |SAT| status field. +The invoice cancellation is then generated with a reason line item in the :guilabel:`CFDI` tab. -If the document was cancelled more than 24 hours after its creation, you may need to ask the client -to accept the cancellation in their “Buzón Tributario” directly from the `SAT website -`_. +.. image:: mexico/mx-invoice-cancellation-reason-01.png + :alt: Canceled invoice line item in the CFDI tab. .. note:: - The `04|` is only a code that helps Odoo to perform this process. It has no relation to the - method 04 reason for cancellation. + - If the client rejects the cancellation, the invoice cancellation line item is removed from the + :guilabel:`CFDI` tab. + - When using the *01 - Invoice issued with errors (with related document)* cancellation reason, + the `04|` prefix may appear in the :guilabel:`Fiscal Folio` field. This is an internal prefix + used by Odoo to complete the cancellation and **does not** mean that the cancellation reason + was *04 - Nominative operation related to the global invoice*. -.. image:: mexico/mx-01-invoice-cancellation-substitute.png - :alt: Old invoice with CFDI Origin. +.. _localizations/mexico/02-03-04-invoice-cancellation: -.. image:: mexico/mx-01-invoice-cancellation.png - :alt: Invoice with the Substituted By field referencing the CFDI Origin invoice. +Cancellation reasons 02, 03, and 04 +*********************************** -02 - invoices sent with errors without a relation -************************************************* +In the :guilabel:`Request CFDI Cancellation` pop-up window, select the desired cancellation +:guilabel:`Reason` and :guilabel:`Confirm` the cancellation. -This cancellation reason has to be used when an invoice was sent with an error in any field, and -does not need to be replaced by another one. +Upon doing so, the invoice cancellation is generated with a reason line item in the :guilabel:`CFDI` +tab. -For this case, navigate to :menuselection:`Accounting --> Customers --> Invoices`, and select the -old invoice. From here, the only requirement is to click the :guilabel:`Request EDI Cancellation` -button, and then click the :guilabel:`Process Now` button. - -Because the field :guilabel:`Substituted By` does not appear when using this cancellation reason, -the |SAT| should automatically detect that the cancellation reason is 02. +.. note:: + If the client rejects the cancellation, the invoice cancellation line item is removed from the + :guilabel:`CFDI` tab. 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