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ID
0049233
TypeCategorySeverityReproducibilityDate SubmittedLast Update
feature request[Openbravo Localizations] Localization Portugalmajorhave not tried2022-05-05 13:422022-05-18 15:45
ReporterpsanjuanView Statuspublic 
Assigned Topsanjuan 
PrioritynormalResolutionopenFixed in Version
StatusnewFix in branchFixed in SCM revision
ProjectionnoneETAnoneTarget Version
OSLinux 64 bitDatabasePostgreSQLJava version7.x
OS VersionOpenbravo Appliance 14.04Database version9.3.xAnt version1.9.x
Product VersionSCM revision 
Regression date
Regression introduced by commit
Regression level
Regression introduced in release
Summary

0049233: New GDPR laws in PT required that there is not need to identify the customer, unless the costumer wants it.

DescriptionThis means that for normal and simplified invoices, there is no need to identify the customer, unless the costumer wants it.

If the customer is taxable person, the invoices must identify him, but only if he wants to deduce the VAT amount stated in the invoices.

In any case, simplified invoices must comply with the limits for it issuance (100 in the case of taxable persons and 1000 in the case of not taxable persons or individuals).
 

 
Steps To ReproduceN/A
Proposed SolutionA new pop-up needs to be shown before completing a sales transaction, therefore the seller can ask the buyer if he/she wants to be identified.

* if the answer is yes, and the customer of the sale is already identified in the OB DB (Name, Location and Tax ID (NÂș del contribuyente). That information will be then taken and included in the corresponding template (simplified invoice, full invoice or nota de credito).

* if the answer is yes, and the customer is already identified in the OB DB (Name, Location), "Tax ID" pop up will be shown for the seller to enter the tax id of the customer. That information will be taken and included in the corresponding template (simplified invoice, full invoice or nota de credito), and saved (Tax ID) in the OB DB.

* if the answer is yes, and the customer is an anonymous one, it will have to be identified.

* if the answer is no, no matter if the customer is identified or not in the OB DB, customer data if any will not be printed in the corresponding template (simplified invoice, full invoice or nota de credito) and no tax id pop up will be shown.

A preference could be added to force and therefore make mandatory, that the Tax ID is given for "Companies" business partner type, at the time of issuing a Full Invoice.
TagsNo tags attached.
Attached Files

- Relationships Relation Graph ] Dependency Graph ]

-  Notes
(0137433)
psanjuan (manager)
2022-05-18 14:05

Related to Jira https://openbravo.atlassian.net/browse/RM-564 [^] [^]
(0137436)
psanjuan (manager)
2022-05-18 15:44
edited on: 2022-05-18 15:45

This feature has been discussed internally high level.

Functional Specification (Business requirement that explain the big picture/approach, and after that define the level of detail) needs to be created (together David B.) to be reviewed and estimated by sw team.


- Issue History
Date Modified Username Field Change
2022-05-05 13:42 psanjuan New Issue
2022-05-05 13:42 psanjuan Assigned To => psanjuan
2022-05-10 12:10 psanjuan Proposed Solution updated
2022-05-10 12:11 psanjuan Proposed Solution updated
2022-05-10 15:32 psanjuan Proposed Solution updated
2022-05-10 15:38 psanjuan Proposed Solution updated
2022-05-10 16:15 psanjuan Summary New GDPR laws in PT required that there is not need to inform about the Tax ID of "Individuals" while issuing a Fatura. => New GDPR laws in PT required that there is not need to there is no need to identify the customer, unless the costumer wants it.
2022-05-10 16:15 psanjuan Description Updated View Revisions
2022-05-10 16:15 psanjuan Proposed Solution updated
2022-05-10 16:16 psanjuan Description Updated View Revisions
2022-05-10 16:20 psanjuan Description Updated View Revisions
2022-05-10 16:21 psanjuan Summary New GDPR laws in PT required that there is not need to there is no need to identify the customer, unless the costumer wants it. => New GDPR laws in PT required that there is not need to identify the customer, unless the costumer wants it.
2022-05-10 16:25 psanjuan Description Updated View Revisions
2022-05-10 16:25 psanjuan Proposed Solution updated
2022-05-12 13:29 psanjuan Proposed Solution updated
2022-05-18 14:05 psanjuan Note Added: 0137433
2022-05-18 15:44 psanjuan Note Added: 0137436
2022-05-18 15:45 psanjuan Note Edited: 0137436 View Revisions
2022-05-18 15:45 psanjuan Type design defect => feature request


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