OpenERP Spanish Localization                Features and status                                      Borja López Soilán   ...
IndexProject and Spanish CommunityFeaturesStatus
Project & Spanish Community
Project goalsDevelop modules to cover the managementsingularities of Spanish enterprises●   Accounting plan●   Financial &...
ComunidadIs an open project based on the community        everybody may participate!     Sharing doubts and experiences   ...
ComunidadIs an open project based on the community        everybody may participate!     Sharing doubts Forums            ...
Official forum   http://www.openerp.com/forum/espanol-forum-f21.html
OpenERPSite forum http://www.openerpsite.com/foro-openerp/
Mailing list   http://groups.google.es/group/openerp-spain
LaunchPad   https://launchpad.net/openerp-spain
LaunchPad   https://launchpad.net/openerp-spain
Features
FeaturesRoughly the Spanish localization provides:  Setup: Preconfiguration and base Spanish data  Accounting  ●   Spanish...
Localization modules (5.0)lp:openerp-spain/5.0lp:openobject-addons/extra-5.0
Setup   Localization modules (5.0)    Accounting                                 Treasury                                 ...
Setup   Localization modules (5.0)                                      Accounting                                        ...
Localization modules (6.0) lp:openerp-spain/6.0                        lp:openobject-addons/extra-6.0
Status
Status I  General localization5.0 6.0 –   Toponyms and base data (postal codes...)5.0 6.0 –   Spanish localization install...
Status II  Treasury:5.0 6.0 –   Partners customization (NIF, fiscal name...)5.0 6.0 –   Simple payment management (receiva...
Status III  Base accounting:5.0 6.0 –   Chart of Accounts (PGCE + PGCE PYMES)5.0 6.0 –   Chart of taxes (VAT + PIT)5.0 6.0...
Status IV  Legal reports (models):5.0 6.0 –   Models 110/115/190 (Personal Income Tax: real state            rental PIT [1...
Status V  Human resources5.0 6.0 –   Salary calculation5.0 6.0 –   Salary accounting entry creation5.0 6.0 –   Exportation...
Questions / Discussion / Workshop
Upcoming SlideShare
Loading in …5
×

OpenERP Spanish Localization 2011 - Features and Status

1,864 views
1,671 views

Published on

English presentation of the OpenERP Spanish Localization Project, its features and status, as shown on the OpenERP Jornadas 2011.

Published in: Technology
0 Comments
1 Like
Statistics
Notes
  • Be the first to comment

No Downloads
Views
Total views
1,864
On SlideShare
0
From Embeds
0
Number of Embeds
23
Actions
Shares
0
Downloads
36
Comments
0
Likes
1
Embeds 0
No embeds

No notes for slide

OpenERP Spanish Localization 2011 - Features and Status

  1. 1. OpenERP Spanish Localization Features and status Borja López Soilán http://www.kami.es https://twitter.com/NeoPolusIV Jornadas de OpenERP 2011. Cámara de Comercio de Lugo.
  2. 2. IndexProject and Spanish CommunityFeaturesStatus
  3. 3. Project & Spanish Community
  4. 4. Project goalsDevelop modules to cover the managementsingularities of Spanish enterprises● Accounting plan● Financial & fiscal reports● Banking processes● ...Translate OpenERP to the languages used onSpain
  5. 5. ComunidadIs an open project based on the community everybody may participate! Sharing doubts and experiences Reporting fails and problems Translating Analyzing the needs and providing orientation for the project Developing modules (or funding new developments)
  6. 6. ComunidadIs an open project based on the community everybody may participate! Sharing doubts Forums and experiences Reporting fails and-problems Bug tracker LaunchPad Translating Rosseta - LaunchPad Analyzing thelist - Google providing Mailing needs and groups orientation for the project Developing modules - LaunchPad Code repository (or funding new developments)
  7. 7. Official forum http://www.openerp.com/forum/espanol-forum-f21.html
  8. 8. OpenERPSite forum http://www.openerpsite.com/foro-openerp/
  9. 9. Mailing list http://groups.google.es/group/openerp-spain
  10. 10. LaunchPad https://launchpad.net/openerp-spain
  11. 11. LaunchPad https://launchpad.net/openerp-spain
  12. 12. Features
  13. 13. FeaturesRoughly the Spanish localization provides: Setup: Preconfiguration and base Spanish data Accounting ● Spanish account charts templates ● Taxes and fiscal positions templates ● Adapted accounting reports ● Accounting processes (P&L, fiscal year closing) Treasury ● Payment/Collection orders management (N19, N58) ● Bank statements (N43) Fiscal models (reports)
  14. 14. Localization modules (5.0)lp:openerp-spain/5.0lp:openobject-addons/extra-5.0
  15. 15. Setup Localization modules (5.0) Accounting Treasury Fiscal modelslp:openerp-spain/5.0lp:openobject-addons/extra-5.0
  16. 16. Setup Localization modules (5.0) Accounting Treasury Fiscal modelslp:openerp-spain/5.0 In the extra-addons there are more modules, created bylp:openobject-addons/extra-5.0 Spanish companies, to personalize some of the OpenERP accounting and banking features.
  17. 17. Localization modules (6.0) lp:openerp-spain/6.0 lp:openobject-addons/extra-6.0
  18. 18. Status
  19. 19. Status I General localization5.0 6.0 – Toponyms and base data (postal codes...)5.0 6.0 – Spanish localization installation Invoicing5.0 6.0 – Equivalence surcharge5.0 6.0 – Passive subject reversion (intracommunitary / Canary Is.)5.0 6.0 – Refund invoices5.0 6.0 – Advance
  20. 20. Status II Treasury:5.0 6.0 – Partners customization (NIF, fiscal name...)5.0 6.0 – Simple payment management (receivable/payable, conciliation, bank payment orders)5.0 6.0 – Complete payment management (payment status reflected on the accounting, nonpayment management...)5.0 6.0 – Payment orders exportation (standard 34)5.0 6.0 – Collection orders exportation (standards 19 and 58)5.0 6.0 – Importation and statement auto-conciliation (standard 43)5.0 6.0 – Cash management
  21. 21. Status III Base accounting:5.0 6.0 – Chart of Accounts (PGCE + PGCE PYMES)5.0 6.0 – Chart of taxes (VAT + PIT)5.0 6.0 – Account chart installer Legal reporting:5.0 6.0 – Additional reports with specific formats (invoices, journal, balance)5.0 6.0 – Annual accounts – Balance and P&L5.0 6.0 – Annual accounts – Net equity P&L5.0 6.0 – Annual accounts – Cashflow statuses5.0 6.0 – Annual accounts – Annual report (Notes to the financial statements)
  22. 22. Status IV Legal reports (models):5.0 6.0 – Models 110/115/190 (Personal Income Tax: real state rental PIT [110] / job PIT [115] / PIT summary [190]; tax/tree report avail.)5.0 6.0 – Model 347 (partner operations report)5.0 6.0 – Model 303 (Value Added Tax; tax/tree report available)5.0 6.0 – Model 340 (detailed invoice books report; invoice report available)5.0 6.0 – Model 349 (intracommunity operations) End of year operations:5.0 6.0 – Journal renumeration5.0 6.0 – Spanish fiscal year closing
  23. 23. Status V Human resources5.0 6.0 – Salary calculation5.0 6.0 – Salary accounting entry creation5.0 6.0 – Exportation of TC1/TC2 models. Assets5.0 6.0 – Assets aging depreciation5.0 6.0 – Assets loses/improvements depreciation/appreciation5.0 6.0 – Depreciation accounting entry creation
  24. 24. Questions / Discussion / Workshop

×