GENCI Report Picking Valued

Beta License: AGPL-3 sygel-technology/sy-l10n-spain

Display the GENCI contribution on valued delivery slips generated from sales orders. Calculations are performed based on the done quantity when it is different from 0. Otherwise, calculations are based on the reserved quantity.

This module extends the functionality of valued delivery slips to include the total GENCI contribution based on delivered or reserved quantities.

Main features:

Table of contents

Installation

To install this module, you need to:

Configuration

Prerequisites

Before using this module, make sure that the base module l10n_es_genci_account is correctly configured:

1. Company enabled for GENCI

  • Go to Settings → Companies → Select your company
  • In the GENCI tab, enable “Company subject to GENCI”

2. GENCI rules configured

  • Go to Invoicing → Configuration → GENCI → GENCI Rules
  • Create the required rules with their corresponding rates
  • Configure validity dates if needed

3. Products configured

  • On each product form, Invoicing tab:
  • Enable “Subject to GENCI”
  • Select the applicable GENCI rule

4. Contacts configured

  • By default, all contacts are subject to GENCI
  • If a contact should NOT apply GENCI, disable “Subject to GENCI” on the contact form

Valued delivery slip configuration

For the GENCI contribution to appear on the valued delivery slip, the delivery slip contact must have the “Valued Delivery Slip” option enabled in the “Sales & Purchases” tab of the contact form.

Steps

  1. Go to Contacts and open the customer form
  2. Open the “Sales & Purchases” tab
  3. Enable the “Valued Delivery Slip” checkbox

Usage

Workflow

Create sales order

  • Create a sales order with products subject to GENCI
  • Enable “Apply GENCI” on the order
  • GENCI lines are created automatically

Validate delivery slip

  • When validating the outgoing delivery slip, GENCI amounts are calculated automatically
  • Calculations are based on the delivered or reserved quantities

View valued delivery slip

  • Print the valued delivery slip using the “Print” button
  • The report displays:
    • Standard delivery slip totals
    • A GENCI summary table with subtotal, tax, and total contribution
    • Delivery slip total including GENCI
    • GENCI contribution per product line (small print)

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

Authors

  • Sygel

Contributors

  • Sygel:
    • Ángel Rivas
    • Valentín Vinagre

Maintainers

This module is part of the sygel-technology/sy-l10n-spain project on GitHub.

You are welcome to contribute.