What is a localization in Odoo?
Odoo handles a term called "Fiscal localization" and refers to those modules that allow Odoo to comply with the mandatory guidelines established by the tax authority of a country. In the case of Mexico, the fiscal authority is the SAT.
An important point is that localizations only work on Odoo Enterprise.
The magic happens in the accounting module of Odoo, which has a default configuration that contains:
A chart of accounts defined by the tax body.
The tax catalog with its percentages.
Tax positions.
Legal declarations.
Flows of some features of Odoo that are affected by localization:
Specific certificates.
Electronic billing.
What is the Mexican Localization?
The Mexican localization or also known as OML (Odoo Mexico Localization) are the modules that allow Odoo to comply with the guidelines established by the SAT.
As of 2019, the Odoo company maintains the Mexican localization, its improvements and support, this applies to the current version of Odoo and 2 previous versions, that is, V15, V14 and V13 of Odoo Enterprise.
The native settings and functionalities of the Mexican localization are:
1. The configuration of the entire accounting module.
1.1 Adjustment and configuration of taxes.
1.1.1 General purchase taxes.
1.1.2 Import Taxes.
1.1.3 Non-creditable taxes.
1.1.4 Sales taxes.
1.1.5 IEPS taxes, among others.
1.2 Catalog of SAT codes for billable products to customers.
1.3 Catalog of the SAT grouping code for accounting classification.
2. The electronic invoicing process.
2.1 Electronic billing to customers.
2.2 Payment add-ons.
2.3 Cancellation of invoices.
3. The delivery of obligatory reports (XML Reports - SAT) that the SAT requests monthly or periodically).
3.1 General Balance.
3.2 Chart of accounts.
3.3 DIOT.
4. The localization contemplates the updates made by the fiscal entity to the electronic invoicing methods.
What is Vauxoo's Extended Mexican Localization?
The extended OML is a private project, developed and maintained by Vauxoo, to extend the native functionalities of Odoo around the Mexican legality.
That is to say, the project starts from the accounting and operational base of Odoo in its accounting base modules and continues with new modules made by Vauxoo that aims to extend the functionalities that apply to the business models for which we work.
Functionalities, developments and complements of the extended Mexican localization
Features
Current taxes: All the set of taxes necessary to work in Mexico.
Invoice workflow (this includes electronic invoicing): All the configurations necessary to work with invoicing in Mexico, meeting the operational requirements defined by the SAT. They are signed electronically, flows of 1 transaction 1 invoice (B2B), Several transactions 1 Electronic signature (B2C).
Flow of payments and banking management (Accounting): Improvements around VAT actually paid and management of advances.
Supplier management (DIOT).
Customer management (Tax Information).
Accounting: All information related to Accounts and Transactions necessary to deliver the correct reports after compliance with the electronic format for Mexico.
Featured Developments
Bill from the point of sale.
Self-invoicing Portal.
Expenses from XML.
UUID SAT validation of all CFDIs.
RFC blacklist.
Management of advances.
CFDI complements
Within the extended localization of Vauxoo there are several official complements requested by the SAT:
Partial construction services.
Foreign trade **.
Reception of payments**.
Works of plastic arts and antiques.
Stamping of payroll receipt v1.2 until Odoo V13.
Statement of fuel from electronic wallets.
Donees.
Buy foreign exchange.
Retail sales sector (Retailer).
Renewal and replacement of vehicles.
Airlines.
Certificate of destruction.
INE.
Digital tax stamp (TFD).
Fuel Consumption.
Other duties and taxes.
Tax legends.
Natural person who is a member of the coordinator.
Foreign passenger tourist.
Spei from third to third.
CFDI Tax registration.
Payment in kind.
Pantry vouchers.
Public Notaries.
Used vehicle.
[**] Means that the plugin is part of the official Odoo repository, the extended module is not required to use it.
Why should you use the extended OML?
In addition to all the functionalities, developments and complements already described above, with the extended OML you will have access to:
The code of different versions.
Vauxoo quality control.
Support by the developer team (12 years dedicated only to Odoo localizations).
Access to Vauxoo's Runbot.
Ticket support management.
Update of new mandatory requirements, free of charge.
New developments at a special price.