Manejo de Tasas de Cambio

by
Odoo

194.47

v 14.0 Third Party
Required Apps Invoicing (account)
Lines of code 363
Technical Name trescloud_account_exchange_rate_simple
LicenseOPL-1
Websitehttp://www.trescloud.com
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Required Apps Invoicing (account)
Lines of code 363
Technical Name trescloud_account_exchange_rate_simple
LicenseOPL-1
Websitehttp://www.trescloud.com
tresclud-logo

Visión


Aplica la tasa de cambio de manera manual en las facturas, permite la configuración del uso de la tasa inversa, nativamente Odoo toma la tasa de cambio de la configuración en el menú de moneda con la idea de expandir está funcionalidad este módulo permite decidir si desea colocar una tasa de cambio manual en cada factura o si desea utilizar la predeterminada de Odoo, de igual forma permite el uso del cálculo de la inversa, colocando en cada moneda la configuración de la tasa inversa y permitiendo activarla.

Tutorial


Facturas de proveedor

Revisamos el subtotal de la línea de la factura en dólares americanos

Al cambiar el tipo de divisa, se nos activa dos campos, "Aplicar tasa manual" y "Tasa monetaría", si marcamos el check de "Aplicar tasa manual" nos permite colocar la tasa monetaria manual con la que se va a calcular la factura, si no activamos dicha opción utilizará la nativa de Odoo que se encuentra configurado en la divisa.
Revisamos el subtotal de la línea de la factura en euros.


Formulario de la divisa

En el formulario de la divisa podemos activar el check de "Usar tasa inversa" el cual Odoo tomará la tasa de cambio de forma inversa, estos valores para la tasa de cambio son totalmente configurables en el boton de la parte superior "Tasas".

En este menu podemos ingresar las diferentes tasas de cambio y tasas inversas que el sistema va a utilizar, el cual tomará por defecto la tasa más cercana a la fecha actual.


¿Necesitas ayuda?


Si tiene algo que compartir con nosotros sobre la base de su uso de este módulo, háganoslo saber. Estamos listos para ofrecer nuestro apoyo.

Email

info@trescloud.com

Contáctanos

https://www.trescloud.com/
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