diff --git a/content/applications/finance/fiscal_localizations/uruguay.rst b/content/applications/finance/fiscal_localizations/uruguay.rst index 069d8221cd..bb00926c8e 100644 --- a/content/applications/finance/fiscal_localizations/uruguay.rst +++ b/content/applications/finance/fiscal_localizations/uruguay.rst @@ -105,39 +105,61 @@ search for your company to verify the following: Set up a Uruware account ------------------------ -To set up a Uruware account, first be sure to have a valid Odoo subscription. Then follow the -proceeding steps. +To set up a Uruware account, follow these steps: -Locate the Uruware credentials settings by navigating to the :menuselection:`Accounting --> -Configuration --> Settings`. Scroll down to the :guilabel:`Uruguayan Localization` section and click -on :guilabel:`Create Uruware Account`. +#. Verify that you have a valid Odoo subscription. +#. Locate the Uruware credentials settings by navigating to the :menuselection:`Accounting --> + Configuration --> Settings`. +#. Scroll down to the :guilabel:`Uruguayan Localization` section and select the environment + (:guilabel:`Production` or :guilabel:`Testing`). +#. Click on :guilabel:`Create Uruware Account`. Upon doing so, an email is sent to the address associated with your Odoo subscription with the -username and password to enter Uruware's portal and set up your account. +password to enter Uruware's portal and set up your account. .. tip:: - Your :guilabel:`Tax ID` needs to be setup to be able to create your account. + - The email with the credentials is not immediate; it might take up to 48 hours for the account to + be created. + - The company's :guilabel:`Tax ID` needs to be set up to be able to create an Uruware account. + - The password sent expires after 24 hours. In this case, reset it by using the *Forgot Password* + link in Uruware's portal. .. note:: This action will create an account with Uruware with the following information: - Legal name (razón social) - RUT from the company - - User name (RUT.odoo) + - Username (the Odoo subscription email or `RUT`.odoo. For example: `213344556677.odoo`) - Odoo database link To ensure your account is created correctly, please add any missing information from above. -Once the account is created, a confirmation email is sent to the email linked to your subscription -in Odoo, containing the credentials to configure the account directly in the Uruware -`testing portal `_ or +Once the account is created and you have received the email containing the credentials, configure +your accounts directly in the Uruware `testing portal `_ or `production portal `_: -Use the account credentials in the email to log in to the portal. +Use the account credentials in the email to log in to the to the corresponding (`test +`_ or `production `_) +portal. + +In Uruware's portal, the following steps are needed to be able to issue invoices from Odoo: + +#. Complete and correct the company's information. +#. Add your digital certificate. +#. Add your :abbr:`CAEs (Constancia de Autorización para Emisión)` for each document-type you plan + to issue. +#. Configure the format of the PDF to be printed and sent to your customers. .. important:: - Be sure to configure two accounts, one for testing and one for production. The email address can - be changed in Uruware and the same can be used in both environments. + Be sure to configure two accounts, one for testing and one for production. The certificate is + needed in both environments, but :abbr:`CAEs (Constancia de Autorización para Emisión)` are only + needed in production. + +.. seealso:: + - `Odoo Tutorials: Uruguay Localization + `_ + - `Odoo Help Forum: Uruguay + `_ Electronic invoice data ----------------------- @@ -156,6 +178,9 @@ First, select the :guilabel:`UCFE Web Services` environment: to the |DGI|. For this reason, rejection errors will not appear in this mode. Every internal validation can be tested in demo mode. Avoid selecting this option in a production database. +.. note:: + Using :guilabel:`Demo` mode does not require a Uruware account. + Then, enter the :guilabel:`Uruware Data`: - :guilabel:`Uruware WS Password` @@ -166,9 +191,16 @@ Then, enter the :guilabel:`Uruware Data`: :alt: Required information for electronic invoice. .. note:: - This data can be obtained from the Uruware portal, after configuring the :ref:`Uruware account - `. The :guilabel:`Uruware WS Password` differs from the password you use - to enter your Uruware account. + This data can be obtained from the Uruware portal after configuring the :ref:`Uruware account + `. + + To get the :guilabel:`Uruware WS Password`, go to :menuselection:`Configuration --> Company --> + Edit` and look for the :guilabel:`Validators and Additional Information` tab to find + :guilabel:`WS Password`. + + To get the :guilabel:`Commerce Code`, go to :menuselection:`Configuration --> Branches`. + + To get the :guilabel:`Terminal Code`, go to :menuselection:`Configuration --> Issuing Points`. Master data -----------