[IMP] accouting/l10n_br: Adding NFC-e feature

Adding the NFC-e configurations and workflows to the user guide.

Author: sclo-odoo

content/applications/finance/fiscal_localizations/brazil.rst

@@ -509,6 +509,7 @@ accurately provided in the original invoice, a debit note can be issued.
 .. seealso::
    :ref:`Issue a debit note <accounting/credit_notes/issue-debit-note>`
 
+
 Invoice cancellation
 ~~~~~~~~~~~~~~~~~~~~
 
@@ -580,6 +581,173 @@ journal, and click the :menuselection:`⚙️ (gear) icon --> Invalidate Number
    The log of the cancelled numbers along with the XML file are recorded in the chatter of the
    journal.
 
+PoS NFC-e
+---------
+
+The NFC-e in Brazil is a legal document that supports the selling of goods or merchandise for Final Consumer.
+Just like the NF-e, the Electronic Consumer Invoice is also issued in XML file format and has an auxiliary document (DANFC-e) also known as the “NFC-e Summary”.
+This electronic document can be issued through Odoo POS app.
+Its legal validity is guaranteed by the digital signature and by SEFAZ (Secretaria da Fazenda) of each brazilian state.
+
+Configuration
+~~~~~~~~~~~~~
+
+Install the new module: **l10nbr_edi_pos**.
+
+.. image:: brazil/l10n-br-new-module.png
+   :alt: NFC-e Module
+
+CSC Details
+~~~~~~~~~~~
+
+Navigate to **Accounting** ‣ **Configuration** ‣ **Settings** ‣ **Avatax Brazil** section.
+.. image:: brazil/l10n-br-csc-fields.png
+   :alt: CSC Fields
+
+Ensure to enter the **CSC (Taxpayer Security Code)** information:
+**- CSC ID**
+**- CSC Number**
+
+These information can be generated through **SEFAZ Website** of each brazilian state by the company’s accountant.
+
+
+Product Configuration
+~~~~~~~~~~~~~~~~~~~~~
+
+Navigate to **Products** ‣ **Products** ‣ **New**
+
+Activate the **“Point of Sale”** checkbox on the product form:
+.. image:: brazil/l10n-br-new-product.png
+   :alt: Activate point of sale on product
+
+Now, Navigate to **Sales tab** ‣ **Brazil accounting**
+.. image:: brazil/l10n-br-brazil-accounting-product.png
+   :alt: Product Brazil Accounting Fields
+
+Enter the information on the following fields:
+**CEST Code**
+**Mercosul NCM Code**
+**Source of Origin**
+**SPED Fiscal Product Type**
+**Purpose of Use**
+
+Click on Save.
+
+Shop Configuration
+~~~~~~~~~~~~~~~~~~
+
+Navigate to **Point of Sale** ‣ **Configuration** ‣ **Point of sales** ‣ **Create a new Point of Sale**
+.. image:: brazil/l10n-br-new-shop.png
+   :alt: Create a point of sale
+
+Choose a name for the new Point of Sale and save.
+.. image:: brazil/l10n-br-create-new-shop.png
+   :alt: Point of sale form
+
+Now, Navigate to **Point of Sale** ‣ **Configuration** ‣ **Setting** ‣ **Brazilian EDI** section.
+Make sure that the correct Point of Sale is selected on the top of the screen
+.. image:: brazil/l10n-br-select-right-shop.png
+   :alt: Point of sale configuration settings
+
+Enter the following NFC-e informations:
+**- Series**
+**- Next number**
+
+.. note::
+This is the next NFC-e number in the sequence to be issued, for instance, if the last number issued in SEFAZ is 100, the next number will be 101.
+
+.. image:: brazil/l10n-br-brazilian-edi.png
+   :alt: Brazilian EDI Fields
+
+.. note::
+For the production environment, make sure that this information is updated.
+
+Generating an NFC-e
+~~~~~~~~~~~~~~~~~~~
+
+Open the Shop and make a sale.
+
+After validating the payment, Odoo will calculate taxes and issue an NFC-e. The valid NFC-e will appear on the right side of the screen.
+
+.. image:: brazil/l10n-br-nfce-succesfully-issued.png
+   :alt: NFC-e Success
+
+.. note::
+It’s also possible to issue NFC-e identifying the customer by their CPF/CNPJ, just click on guilabel:`Customer` button, then search for the customer if it’s already registered or click on guilabel:`Create` option.
+
+.. image:: brazil/l10n-br-customer-button.png
+   :alt: Point of Sale Creating New Customer
+
+**The mandatory fields to issue CPF/CNPJ Identified NFC-e are:**
+**- Name**
+**- City** (where it’s being issued the invoice)
+**- State** (where it’s being issued the invoice)
+**- CPF/CNPJ**
+.. image:: brazil/l10n-br-create-new-customer.png
+   :alt: Final Consumer Form
+
+After saving the register, just click on validate, then the NFC-e will appear highlighting the Customer’s CPF on the print.
+
+At this point, there’s two options to deliver the invoice to the customer:
+**- Print**
+**- Send via e-mail**
+
+NFC-e Ticket Print
+~~~~~~~~~~~~~~~~~~
+
+This is the DANFC-e, the print of NFC-e when it is successfully issued and showing all the important information that is legally required.
+
+.. image:: brazil/l10n-br-nfc-e-print.png
+   :alt: NFC-e Print
+
+.. note::
+**Tips**
+1- There’s no need to use Odoo IotBox to integrate the print NFC-e through the Point of Sale app.
+2- Odoo NFC-e Feature works with any thermal printer.
+
+Re-issue PoS Order with NFC-e error
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+If the NFC-e return an error, you can see the error message and after the error get fixed, it can be issued again:
+Inside the Shop Screen, navigate to **Options** ‣ **Orders**.
+
+.. image:: brazil/l10n-br-shop-selecting-orders.png
+   :alt: Access Orders on Shop
+
+Filter for **Paid Orders** ‣  Click on the **Details** Button. Now you can see the Error and the button to “Send NFC-e”.
+.. image:: brazil/l10n-br-order-error-screen.png
+   :alt: Point of sale order view form
+
+.. note::
+If the error fix is already done and the PoS Session is closed, it shows the Journal Entry of that order indicating that the taxes weren’t calculated correctly and after reprocessing the NFC-e, Odoo indicates the tax adjustment on that Journal Entry in the chatter.
+
+NFC-e Refunds & Cancellations
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+The current scope of Odoo allows you to create refunds from Odoo, but cancellations need to be done on the government portal.
+
+.. note::
+SEFAZ only allows users to cancel an NFC-e within 30 minutes after it has been issued directly on the SEFAZ Website. After this time, you need to make a Refund and issue a Return of Goods NF-e.
+
+Navigate to **Orders** ‣ **Paid Orders** ‣ **Open the order** ‣ Click **Refund** button
+
+Choose the payment method, amount, then click **“Payment”**
+
+.. image:: brazil/l10n-br-reimbursement.png
+   :alt: Reimbursement button
+
+.. image:: brazil/l10n-br-make-payment-refund.png
+   :alt: Make Payment Refund
+
+.. note::
+**Alternative Flow**
+- You can also reimburse and cancel the NFC-e through back-end navigating to **Orders** ‣ **Orders** ‣ **Open the Order** ‣ **Select a customer** ‣ Click the button **Payment** to reimburse ‣ Then click the button **Invoice** at the top of the screen to create the invoice and issue the Return of Goods NF-e.
+
+When the process is finalized, the approved return NF-e will be created, meaning the **previous NFC-e is canceled**.
+
+.. image:: brazil/l10n-br-return-succeed.png
+   :alt: Return of Goods NF-e Approved
+
 Vendor bills
 ------------