openerp spanish localization 2011 - features and status
DESCRIPTION
English presentation of the OpenERP Spanish Localization Project, its features and status, as shown on the OpenERP Jornadas 2011.TRANSCRIPT
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OpenERP Spanish LocalizationFeatures and status
IV Jornadas de OpenERP 2011. Cámara de Comercio de Lugo.
Borja López Soilánhttp://www.kami.eshttps://twitter.com/NeoPolus
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Index
Project and Spanish Community
Features
Status
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Project & Spanish Community
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Project goals
Develop modules to cover the management singularities of Spanish enterprises ● Accounting plan● Financial & fiscal reports● Banking processes● ...Translate OpenERP to the languages used on Spain
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ComunidadIs an open project based on the community
everybody may participate!
Sharing doubts and experiencesReporting fails and problemsTranslatingAnalyzing the needs and providing orientation for the projectDeveloping modules (or funding new developments)
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Sharing doubts and experiencesReporting fails and problemsTranslatingAnalyzing the needs and providing orientation for the projectDeveloping modules (or funding new developments)
ComunidadIs an open project based on the community
everybody may participate!
ForumsBug tracker - LaunchPad
Rosseta - LaunchPadMailing list - Google groups
Code repository - LaunchPad
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Official forum http://www.openerp.com/forum/espanol-forum-f21.html
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Mailing list http://groups.google.es/group/openerp-spain
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Features
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Features
Roughly the Spanish localization provides:Setup: Preconfiguration and base Spanish data
Accounting● Spanish account charts templates● Taxes and fiscal positions templates● Adapted accounting reports● Accounting processes (P&L, fiscal year closing)
Treasury● Payment/Collection orders management (N19, N58)● Bank statements (N43)
Fiscal 'models' (reports)
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Localization modules (5.0)
lp:openerp-spain/5.0
lp:openobject-addons/extra-5.0
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Localization modules (5.0)
lp:openerp-spain/5.0
Setup
Accounting
Treasury
Fiscal models
lp:openobject-addons/extra-5.0
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Localization modules (5.0)
lp:openerp-spain/5.0
lp:openobject-addons/extra-5.0In the extra-addons
there are more modules, created by Spanish companies, to personalize some
of the OpenERP accounting and banking features.
Setup
Accounting
Treasury
Fiscal models
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Localization modules (6.0)lp:openerp-spain/6.0
lp:openobject-addons/extra-6.0
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Status
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Status I
General localization– Toponyms and base data (postal codes...)– Spanish localization installation
Invoicing– Equivalence surcharge– Passive subject reversion (intracommunitary / Canary Is.)– Refund invoices– Advance
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Status II
Treasury:– Partners customization (NIF, fiscal name...)– Simple payment management (receivable/payable,
conciliation, bank payment orders)– Complete payment management (payment status
reflected on the accounting, nonpayment management...)– Payment orders exportation (standard 34)– Collection orders exportation (standards 19 and 58)– Importation and statement auto-conciliation (standard 43)– Cash management
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Status III
Base accounting:– Chart of Accounts (PGCE + PGCE PYMES)– Chart of taxes (VAT + PIT)– Account chart installer
Legal reporting:– Additional reports with specific formats (invoices, journal,
balance) – Annual accounts – Balance and P&L– Annual accounts – Net equity P&L– Annual accounts – Cashflow statuses– Annual accounts – Annual report (Notes to the financial statements)
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Status IV
Legal reports (models):– Models 110/115/190 (Personal Income Tax: real state
rental PIT [110] / job PIT [115] / PIT summary [190]; tax/tree report avail.)
– Model 347 (partner operations report)– Model 303 (Value Added Tax; tax/tree report available)– Model 340 (detailed invoice books report; invoice report
available)– Model 349 (intracommunity operations)
End of year operations:– Journal renumeration– Spanish fiscal year closing
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Status V
Human resources– Salary calculation– Salary accounting entry creation– Exportation of TC1/TC2 models.
Assets– Assets aging depreciation– Assets loses/improvements depreciation/appreciation – Depreciation accounting entry creation
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Questions / Discussion / Workshop