Tasa Genci - Ventas

Key Features

• “Apply GENCI” checkbox on sale orders to control GENCI application
• Automatic creation of GENCI lines based on product rules and quantities
• Consolidation of multiple products with the same rule into single GENCI lines
• Display of GENCI amounts on sale order reports (when enabled in company settings)

Table of contents

Installation

To install this module, you need to:

• Only install

Usage

Prerequisites

Before using this module, ensure that the base module ``l10n_es_genci_account`` is properly configured:

• Company GENCI is enabled (Settings → Companies → GENCI tab)
• GENCI rules are created with validity dates if necessary
• Products are configured as “Subject to GENCI” with linked rules
• Partners have “Subject to GENCI” checked (default)

Important:

For GENCI fee lines to compute and update their invoiced quantities correctly, ensure that the “Tasa GENCI” product is configured with the invoicing policy “Based on ordered quantities.” GENCI lines are not driven by delivered quantities; they must always follow the product’s ordered quantity invoicing logic.

For detailed configuration instructions, refer to the ``l10n_es_genci_account`` module documentation.

1. Create a Sale Order

1. Go to Sales → Orders → Quotations → Create
2. Select a partner that has “Subject to GENCI” enabled

2. Apply GENCI Checkbox

• The “Apply GENCI” checkbox appears in the order header (only when company GENCI is enabled)
• If the partner is GENCI-subject, check this box to apply GENCI rates
• If it remains unchecked, GENCI lines will not be created, even if products require it

3. Add Products

• Add products that are configured as “Subject to GENCI”
• Products must have a valid GENCI rule assigned
• The rule’s validity dates must include the order date

4. Automatic GENCI Line Creation

GENCI lines are automatically generated when:

• You save the order
• Or you modify order lines

Behavior:

• One GENCI line is created per distinct GENCI rule
• Quantity = sum of all product quantities using that rule

Application Logic

Conditions for GENCI Application

• Company has GENCI enabled
• “Apply GENCI” checkbox is checked on the order
• Partner is subject to GENCI
• Fiscal position (if set) allows GENCI
• Products have valid GENCI rules for the order date

Known issues / Roadmap

Pending Features:

• Product GENCI flag type The genci_subject field on products is currently a selection (yes / no), inherited from l10n_es_genci_account. Once this field is migrated to a Boolean in the parent module, this module should be updated accordingly to use a Boolean flag.
• GENCI logic reuse Purchase and Sale modules currently share very similar GENCI logic. As a future improvement or during a migration, this logic should be extracted into a shared mixin to reduce duplication and improve maintainability.
• Units of Measure handling for GENCI calculations GENCI amounts are currently computed per purchased unit (product_qty), without applying any Unit of Measure (UoM) conversion. This is an intentional design decision, as GENCI rules are defined per product unit. If future requirements introduce UoM-dependent GENCI rules (e.g. weight or volume based), this logic should be reviewed and adapted accordingly.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits