Adding new invoice template

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Adding new invoice template

Nicolas Malin-2
Hello,

I'm currently work on a new invoice template (issue OFBIZ-10215 [1])
that would be more parameterizable and compatible with main European rules.
I identified different improvement:
  * add a legal notice, in french we have mandatory to set some specific
text on the invoice, I have the idea to implement a new PartyContentType
(INVOICE_LEGAL_NOTICE or something like that) to indicate what the text
we need to use for a company
  * add the shipping address mandatory on some case by customs official
with other shipping information
  * indicate the base amount for each tax level
  * indicate some mandatory fiscal number, I will add a dedicate
PartyIdentificationType FISCAL_NUMBER as parent to resolve all them easily

If you have any remark or others idea to improve invoice information,
your welcome.

I will open some issues as subtask

Nicolas

[1] https://issues.apache.org/jira/browse/OFBIZ-10215

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Re: Adding new invoice template

Jean-Luc MALET-2
Hi,

I made some other modifications for invoice template for a french
customer :

- the customers of my customer have the possibility to make in french
'Affacturage', in google translation 'factoring business'. In this case,
I have to print of the invoice a text template to inform that the
paiement is to make to a factoring company.
- I have also the case of a proforma invoice : the customer doesn't pay
the VAT one the first invoice but he has to pay on the others.

Thanks Nico to intergrate these 2 more points on the case.

Regards.

Jean-Luc.


Le 25/02/2018 à 10:07, Nicolas Malin a écrit :

> Hello,
>
> I'm currently work on a new invoice template (issue OFBIZ-10215 [1])
> that would be more parameterizable and compatible with main European
> rules.
> I identified different improvement:
>  * add a legal notice, in french we have mandatory to set some
> specific text on the invoice, I have the idea to implement a new
> PartyContentType (INVOICE_LEGAL_NOTICE or something like that) to
> indicate what the text we need to use for a company
>  * add the shipping address mandatory on some case by customs official
> with other shipping information
>  * indicate the base amount for each tax level
>  * indicate some mandatory fiscal number, I will add a dedicate
> PartyIdentificationType FISCAL_NUMBER as parent to resolve all them
> easily
>
> If you have any remark or others idea to improve invoice information,
> your welcome.
>
> I will open some issues as subtask
>
> Nicolas
>
> [1] https://issues.apache.org/jira/browse/OFBIZ-10215
>

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Re: Adding new invoice template

Nicolas Malin-2
Hello Jean-Luc,

On 25/02/2018 11:20, Jean-Luc MALET wrote:
> Hi,
>
> I made some other modifications for invoice template for a french
> customer :
>
> - the customers of my customer have the possibility to make in french
> 'Affacturage', in google translation 'factoring business'. In this
> case, I have to print of the invoice a text template to inform that
> the paiement is to make to a factoring company.
I think this process is more link to a definition of InvoiceRole instead
a template improvement. I suggest to wait the notice area on the invoice
the see if you can manage it by a Content.

> - I have also the case of a proforma invoice : the customer doesn't
> pay the VAT one the first invoice but he has to pay on the others.
I propose to manage this type directly on the order template because
it's not related to a value transfer.

Nicolas

>
> Thanks Nico to intergrate these 2 more points on the case.
>
> Regards.
>
> Jean-Luc.
>
>
> Le 25/02/2018 à 10:07, Nicolas Malin a écrit :
>> Hello,
>>
>> I'm currently work on a new invoice template (issue OFBIZ-10215 [1])
>> that would be more parameterizable and compatible with main European
>> rules.
>> I identified different improvement:
>>  * add a legal notice, in french we have mandatory to set some
>> specific text on the invoice, I have the idea to implement a new
>> PartyContentType (INVOICE_LEGAL_NOTICE or something like that) to
>> indicate what the text we need to use for a company
>>  * add the shipping address mandatory on some case by customs
>> official with other shipping information
>>  * indicate the base amount for each tax level
>>  * indicate some mandatory fiscal number, I will add a dedicate
>> PartyIdentificationType FISCAL_NUMBER as parent to resolve all them
>> easily
>>
>> If you have any remark or others idea to improve invoice information,
>> your welcome.
>>
>> I will open some issues as subtask
>>
>> Nicolas
>>
>> [1] https://issues.apache.org/jira/browse/OFBIZ-10215
>>
>
>

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Re: Adding new invoice template

Nicolas Malin-2
In reply to this post by Nicolas Malin-2
Hi,
On 25/02/2018 10:07, Nicolas Malin wrote:
> * add a legal notice, in french we have mandatory to set some specific
> text on the invoice, I have the idea to implement a new
> PartyContentType (INVOICE_LEGAL_NOTICE or something like that) to
> indicate what the text we need to use for a company
I will continue the work to legal notice. My first idea would be
introduce new PartyContentType 'INVOICE_LEGAL_NOTICE' and sub type
'SAL_INV_LEGAL_NOTICE' and 'PUR_INV_LEGAL_NOTICE'. When we rendering an
invoice we resolve all legal notice linked to invoice.partyIdFrom from
PartyContent with a partyContentType  matching with the invoice type (or
a party content sub type)

Example I implement PartyContentType :
* INVOICE_LEGAL_NOTICE
** SAL_INV_LEGAL_NOTICE
*** VAT_INV_LEGAL_NOTICE
*** EUR_INV_LEGAL_NOTICE
*** FR_INV_LEGAL_NOTICE

I create three PartyContent to party Company for each PartyContentType
and when I print a sales invoice from Company I will have three legal
notice block on VAT, European and French.

What do you think about that ?

Nicolas