VAT identification number, Rounding, State _NA_
Hello @ all. This is my first post on this mailing list. I am new with OFBiz - and thanks to Jukka - https://lists.apache.org/thread.html/r1dfabad66b325882900a3ca2628d6bee5448851c8e725b133dd4b8a9%40%3Cuser.ofbiz.apache.org%3E - we have a nice running local OFBiz test environment. The OFBiz demo data was installed and now I want to add or modfy some content. -- When adding a new business partner (company), we need to add the VAT identification number: https://en.wikipedia.org/wiki/Value_added_tax_identification_number But there is no such field on the "Create Customer" page. Same with the own company profile - no field for the VAT number available. Which settings must be modified that this field appears? -- How is OFBiz with demo data handling the rounding? We need "kaufmännisch Runden" like explained here: https://de.wikipedia.org/wiki/Rundung#Kaufm%C3%A4nnisches_Runden -- Address: In the demo, the own company address is displayed like: "City", "State", "Postal Code" But for invoicing within our country we need: "Postal Code" "City" Where to change that? -- I was digging within the OFBiz doku but I couldn't find an answer to these topics or I'm using the wrong keywords when searching. Thank you! Siegfried
Re: Different VAT product / transportation
Hi Wolfgang, Yes, TaxAuthorityRateProduct is inflexible. I was thinking about another table with rules for tax on adjustments as opposed to products. Then you could set a different rate for shipping compared to the product. See discussions on the mailing list: http://ofbiz.135035.n4.nabble.com/VAT-is-not-applied-for-the-shipping-td3234699.html http://ofbiz.135035.n4.nabble.com/Shipping-Adjustments-vs-Products-td4639135.html Cheers Paul Foxworthy On Sat, 30 Mar 2019 at 22:09, Ankush Upadhyay < ankush.upadh...@hotwaxsystems.com> wrote: > Hello, > I tried to check support in TaxAuthorityServices.java but looks like to > achieve your requirement, you need to setup TaxAuthorityRateProduct for > transportation tax rate, also need to turned of "Tax Shipping" and "Is Tax > In Shipping Price" in existing tax authorities(for 10% rate). But still you > may need to customise getTaxAdjustments() because for me it is creating > extra SALES_TAX entry that seems incorrect. > Thanks > -- > Ankush Upadhyay > > > On Tue, Mar 26, 2019 at 5:27 AM wp.rauchh...@gmail.com < > wp.rauchh...@gmail.com> wrote: > > > I setup the tax authorities such that an VAT of 10% is applied. > > But transportation should be taxed at 21%. How can I set this up? > > > > Thanks, Wolfgang > > > -- Coherent Software Australia Pty Ltd PO Box 2773 Cheltenham Vic 3192 Australia Phone: +61 3 9585 6788 Web: http://www.coherentsoftware.com.au/ Email: i...@coherentsoftware.com.au
Re: VAT setup in ofbiz
Thank you Jacques
On Sat, Apr 13, 2019 at 6:10 PM Jacques Le Roux <
jacques.le.r...@les7arts.com> wrote:
> It works following this tip, I just moved the 2nd and 3rd line above the
> 1st.
>
> Else you get an explaining error. You need to set the fields "Vat Tax Auth
> Geo Id"and especially "Vat Tax Auth Party Id" before setting "Show Prices
> With Vat Tax"=Y.
> I used respectively FRA and FRA_TA
>
> For the point 4.c, I set a 20% percentage for the type Value Added Tax
>
> To create this example:
> https://demo-trunk.ofbiz.apache.org/ordermgr/control/orderview?orderId=WSCO1
> where you can see a VAT of 20% (only today,
> the shared DB is only for 1 day) I ordered as FrenchCustomer (I create a
> password for it before)
>
> Because, as explained in the line for Vat Tax Auth Geo Id: "it's a default
> value, remember the VAT is applied in function of the client Geo"
>
> Et voilà
>
> HTH
>
> Jacques
>
> Le 12/04/2019 à 13:22, Jacques Le Roux a écrit :
> > Ah sorry no, I confused with the advice below ("Certificate for RMI")
> >
> > I'll check anyway
> >
> > Le 12/04/2019 à 13:20, Jacques Le Roux a écrit :
> >> Thanks,
> >>
> >> Mmm, as I suspected this is a very old advice (more than 10 years).
> I'll have a look...
> >>
> >> Jacques
> >>
> >> Le 11/04/2019 à 20:33, Wolfgang Paul Rauchholz a écrit :
> >>> Here is the link:
> >>>
> https://cwiki.apache.org/confluence/display/OFBIZ/FAQ+-+Tips+-+Tricks+-+Cookbook+-+HowTo#FAQ-Tips-Tricks-Cookbook-HowTo-PricesWithVAT
> >>>
> >>>
> >>>
> >>> On Thu, Apr 11, 2019 at 19:50 Jacques Le Roux <
> jacques.le.r...@les7arts.com>
> >>> wrote:
> >>>
> >>>> Le 11/04/2019 à 15:19, wp.rauchh...@gmail.com a écrit :
> >>>>> Show prices with VAT included in eCommerce (B2C)
> >>>> Where does that come from exactly? Have you an URL, something else?
> >>>>
> >>>> Jacques
> >>>>
> >>>> --
> >>> Wolfgang Rauchholz
> >>>
> >>
> >
>
--
Wolfgang Rauchholz
Re: VAT setup in ofbiz
It works following this tip, I just moved the 2nd and 3rd line above the 1st.
Else you get an explaining error. You need to set the fields "Vat Tax Auth Geo Id"and especially "Vat Tax Auth Party Id" before setting "Show Prices
With Vat Tax"=Y.
I used respectively FRA and FRA_TA
For the point 4.c, I set a 20% percentage for the type Value Added Tax
To create this example: https://demo-trunk.ofbiz.apache.org/ordermgr/control/orderview?orderId=WSCO1 where you can see a VAT of 20% (only today,
the shared DB is only for 1 day) I ordered as FrenchCustomer (I create a password for it before)
Because, as explained in the line for Vat Tax Auth Geo Id: "it's a default value,
remember the VAT is applied in function of the client Geo"
Et voilà
HTH
Jacques
Le 12/04/2019 à 13:22, Jacques Le Roux a écrit :
Ah sorry no, I confused with the advice below ("Certificate for RMI")
I'll check anyway
Le 12/04/2019 à 13:20, Jacques Le Roux a écrit :
Thanks,
Mmm, as I suspected this is a very old advice (more than 10 years). I'll have a
look...
Jacques
Le 11/04/2019 à 20:33, Wolfgang Paul Rauchholz a écrit :
Here is the link:
https://cwiki.apache.org/confluence/display/OFBIZ/FAQ+-+Tips+-+Tricks+-+Cookbook+-+HowTo#FAQ-Tips-Tricks-Cookbook-HowTo-PricesWithVAT
On Thu, Apr 11, 2019 at 19:50 Jacques Le Roux
wrote:
Le 11/04/2019 à 15:19, wp.rauchh...@gmail.com a écrit :
Show prices with VAT included in eCommerce (B2C)
Where does that come from exactly? Have you an URL, something else?
Jacques
--
Wolfgang Rauchholz
Re: VAT setup in ofbiz
Ah sorry no, I confused with the advice below ("Certificate for RMI")
I'll check anyway
Le 12/04/2019 à 13:20, Jacques Le Roux a écrit :
Thanks,
Mmm, as I suspected this is a very old advice (more than 10 years). I'll have a
look...
Jacques
Le 11/04/2019 à 20:33, Wolfgang Paul Rauchholz a écrit :
Here is the link:
https://cwiki.apache.org/confluence/display/OFBIZ/FAQ+-+Tips+-+Tricks+-+Cookbook+-+HowTo#FAQ-Tips-Tricks-Cookbook-HowTo-PricesWithVAT
On Thu, Apr 11, 2019 at 19:50 Jacques Le Roux
wrote:
Le 11/04/2019 à 15:19, wp.rauchh...@gmail.com a écrit :
Show prices with VAT included in eCommerce (B2C)
Where does that come from exactly? Have you an URL, something else?
Jacques
--
Wolfgang Rauchholz
Re: VAT setup in ofbiz
Thanks, Mmm, as I suspected this is a very old advice (more than 10 years). I'll have a look... Jacques Le 11/04/2019 à 20:33, Wolfgang Paul Rauchholz a écrit : Here is the link: https://cwiki.apache.org/confluence/display/OFBIZ/FAQ+-+Tips+-+Tricks+-+Cookbook+-+HowTo#FAQ-Tips-Tricks-Cookbook-HowTo-PricesWithVAT On Thu, Apr 11, 2019 at 19:50 Jacques Le Roux wrote: Le 11/04/2019 à 15:19, wp.rauchh...@gmail.com a écrit : Show prices with VAT included in eCommerce (B2C) Where does that come from exactly? Have you an URL, something else? Jacques -- Wolfgang Rauchholz
Re: VAT setup in ofbiz
Here is the link: https://cwiki.apache.org/confluence/display/OFBIZ/FAQ+-+Tips+-+Tricks+-+Cookbook+-+HowTo#FAQ-Tips-Tricks-Cookbook-HowTo-PricesWithVAT On Thu, Apr 11, 2019 at 19:50 Jacques Le Roux wrote: > Le 11/04/2019 à 15:19, wp.rauchh...@gmail.com a écrit : > > Show prices with VAT included in eCommerce (B2C) > > Where does that come from exactly? Have you an URL, something else? > > Jacques > > -- Wolfgang Rauchholz
Re: VAT setup in ofbiz
Le 11/04/2019 à 15:19, wp.rauchh...@gmail.com a écrit : Show prices with VAT included in eCommerce (B2C) Where does that come from exactly? Have you an URL, something else? Jacques
VAT setup in ofbiz
Is this the latest and accurate guide to setup VAT in ofbiz?
Show prices with VAT included in eCommerce (B2C)
For that you must :
In your store, set the field "Show Prices With Vat Tax"=Y
Set the field "Vat Tax Auth Geo Id" with the corresponding VAT Geo (it's a
default value, remember the VAT is applied in function of the client Geo)
Set the field "Vat Tax Auth Party Id" with a correctly set Tax Authority
(see below how to set it in accouting)
In accouting, set your Tax Authority (and any you will need)
"Include Tax In Price"=Y
Create the "Categories" that will include products with VAT included
(this is not mandatory, it allows to limit the scope)
Set the "Product Rates" you need. Note that you can Tax Promotions and
Shipping if needed
I followed this guide, but VAT is not shown in ecommerce.
Wolfgang
Re: Different VAT product / transportation
Hello, I tried to check support in TaxAuthorityServices.java but looks like to achieve your requirement, you need to setup TaxAuthorityRateProduct for transportation tax rate, also need to turned of "Tax Shipping" and "Is Tax In Shipping Price" in existing tax authorities(for 10% rate). But still you may need to customise getTaxAdjustments() because for me it is creating extra SALES_TAX entry that seems incorrect. Thanks -- Ankush Upadhyay On Tue, Mar 26, 2019 at 5:27 AM wp.rauchh...@gmail.com < wp.rauchh...@gmail.com> wrote: > I setup the tax authorities such that an VAT of 10% is applied. > But transportation should be taxed at 21%. How can I set this up? > > Thanks, Wolfgang >
Different VAT product / transportation
I setup the tax authorities such that an VAT of 10% is applied. But transportation should be taxed at 21%. How can I set this up? Thanks, Wolfgang
RE: VAT
Great - Are you adding to both sales and purchase side? Any support for the upcoming requirement in the UK to digitally report? Original Message Subject: Re: VAT From: Jacques Le Roux Date: Thu, November 15, 2018 9:20 am To: user@ofbiz.apache.org Yes I'm working on https://issues.apache.org/jira/browse/OFBIZ-4160 It should be committed soon. Hopefully https://issues.apache.org/jira/browse/OFBIZ-5662 too I guess you know https://cwiki.apache.org/confluence/display/OFBIZ/VAT https://cwiki.apache.org/confluence/display/OFBIZ/OFBiz%27s+Tax+Authority+Data+Model ilscipio is based on OFBiz with adaptations Jacques Le 15/11/2018 à 15:52, ja...@productive1.com a écrit : > I spoke to Scipio and unfortunately we would have to move our entire > platform over to theirs. Has there been any development directly in > ofbiz on VAT? > > Original Message > Subject: Re: VAT > From: Wolfgang Paul Rauchholz > Date: Thu, October 25, 2018 5:40 am > To: user@ofbiz.apache.org > > Alternatively you can check Scipio ERP. > A German derivate of ofbiz. > > On Thu, 25 Oct 2018 at 13:15, wrote: > >> I found on the web there was some development done specifically for >> Opentaps for sale. It covered VAT for Sales Side, Purchase Side, and >> reporting. >> >> http://shop.opentaps.org/index.php/featured/vat-module-by-integratingweb.html >> >> I am hesitant to purchase anything on this site as I am not sure how >> active it is. Anyone know anyone from Integrating Web, Opentaps, or >> Shen Chi who may have access to this code? >> >> It includes: >> >> The Vat module by IntegratingWeb, an opentaps Partner, allows you to >> easily manage VAT for sales orders, purchase orders and invoice in your >> Opentaps CRM-ERP System. This module includes gwt integration, ledger >> posting, detailed reports and the capability to override VAT when you >> create an invoice. >> >> Features of the VAT module include: >> >> Adds vat to Sales orders and Purchase orders >> >> Calculates vat using the rate associated to the product and the geo >> location of the customer or supplier >> >> Adds an extra vat number field to the crm module: account and leads. >> >> Vat number associated to a party can be validated with a syntax >> validator and with the VIES system >> >> Prints the vat number on the invoices >> >> Sales and vendor vat invoices >> >> Vat on invoices can be overridden >> >> Vat posting on specific gl accounts >> >> Vat posting on gl accounts can be configured >> >> Vat reports that calculate the vat return. >> >> Thanks, >> >> James >> >> Original Message >> Subject: Re: VAT >> From: Wolfgang Paul Rauchholz >> Date: Wed, October 24, 2018 11:23 pm >> To: user@ofbiz.apache.org >> >> Here some reads about treatment of VAT in ofbiz. >> https://cwiki.apache.org/confluence/display/OFBENDUSER/08+Tax+Authorities >> >> https://cwiki.apache.org/confluence/display/OFBIZ/FAQ+-+Tips+-+Tricks+-+Cookbook+-+HowTo#FAQ-Tips-Tricks-Cookbook-HowTo-PricesWithVAT >> >> https://cwiki.apache.org/confluence/display/OFBIZ/OFBiz%27s+Tax+Authority+Data+Model >> >> Wolfgang >> >> On Thu, Oct 25, 2018 at 4:42 AM wrote: >> >>> Does Ofbiz handle VAT for the EU both on the sales side as well as >>> purchasing side? If so has anyone explored the new electronic >>> integration to the government that is being required in 2019? >>> >>> Thanks, >>> >>> James >>> >> >> -- >> >> Wolfgang Rauchholz >>
Re: VAT
Yes I'm working on https://issues.apache.org/jira/browse/OFBIZ-4160 It should be committed soon. Hopefully https://issues.apache.org/jira/browse/OFBIZ-5662 too I guess you know https://cwiki.apache.org/confluence/display/OFBIZ/VAT https://cwiki.apache.org/confluence/display/OFBIZ/OFBiz%27s+Tax+Authority+Data+Model ilscipio is based on OFBiz with adaptations Jacques Le 15/11/2018 à 15:52, ja...@productive1.com a écrit : I spoke to Scipio and unfortunately we would have to move our entire platform over to theirs. Has there been any development directly in ofbiz on VAT? Original Message Subject: Re: VAT From: Wolfgang Paul Rauchholz Date: Thu, October 25, 2018 5:40 am To: user@ofbiz.apache.org Alternatively you can check Scipio ERP. A German derivate of ofbiz. On Thu, 25 Oct 2018 at 13:15, wrote: I found on the web there was some development done specifically for Opentaps for sale. It covered VAT for Sales Side, Purchase Side, and reporting. http://shop.opentaps.org/index.php/featured/vat-module-by-integratingweb.html I am hesitant to purchase anything on this site as I am not sure how active it is. Anyone know anyone from Integrating Web, Opentaps, or Shen Chi who may have access to this code? It includes: The Vat module by IntegratingWeb, an opentaps Partner, allows you to easily manage VAT for sales orders, purchase orders and invoice in your Opentaps CRM-ERP System. This module includes gwt integration, ledger posting, detailed reports and the capability to override VAT when you create an invoice. Features of the VAT module include: Adds vat to Sales orders and Purchase orders Calculates vat using the rate associated to the product and the geo location of the customer or supplier Adds an extra vat number field to the crm module: account and leads. Vat number associated to a party can be validated with a syntax validator and with the VIES system Prints the vat number on the invoices Sales and vendor vat invoices Vat on invoices can be overridden Vat posting on specific gl accounts Vat posting on gl accounts can be configured Vat reports that calculate the vat return. Thanks, James Original Message Subject: Re: VAT From: Wolfgang Paul Rauchholz Date: Wed, October 24, 2018 11:23 pm To: user@ofbiz.apache.org Here some reads about treatment of VAT in ofbiz. https://cwiki.apache.org/confluence/display/OFBENDUSER/08+Tax+Authorities https://cwiki.apache.org/confluence/display/OFBIZ/FAQ+-+Tips+-+Tricks+-+Cookbook+-+HowTo#FAQ-Tips-Tricks-Cookbook-HowTo-PricesWithVAT https://cwiki.apache.org/confluence/display/OFBIZ/OFBiz%27s+Tax+Authority+Data+Model Wolfgang On Thu, Oct 25, 2018 at 4:42 AM wrote: Does Ofbiz handle VAT for the EU both on the sales side as well as purchasing side? If so has anyone explored the new electronic integration to the government that is being required in 2019? Thanks, James -- Wolfgang Rauchholz
RE: VAT
I spoke to Scipio and unfortunately we would have to move our entire platform over to theirs. Has there been any development directly in ofbiz on VAT? Original Message Subject: Re: VAT From: Wolfgang Paul Rauchholz Date: Thu, October 25, 2018 5:40 am To: user@ofbiz.apache.org Alternatively you can check Scipio ERP. A German derivate of ofbiz. On Thu, 25 Oct 2018 at 13:15, wrote: > I found on the web there was some development done specifically for > Opentaps for sale. It covered VAT for Sales Side, Purchase Side, and > reporting. > > http://shop.opentaps.org/index.php/featured/vat-module-by-integratingweb.html > > I am hesitant to purchase anything on this site as I am not sure how > active it is. Anyone know anyone from Integrating Web, Opentaps, or > Shen Chi who may have access to this code? > > It includes: > > The Vat module by IntegratingWeb, an opentaps Partner, allows you to > easily manage VAT for sales orders, purchase orders and invoice in your > Opentaps CRM-ERP System. This module includes gwt integration, ledger > posting, detailed reports and the capability to override VAT when you > create an invoice. > > Features of the VAT module include: > > Adds vat to Sales orders and Purchase orders > > Calculates vat using the rate associated to the product and the geo > location of the customer or supplier > > Adds an extra vat number field to the crm module: account and leads. > > Vat number associated to a party can be validated with a syntax > validator and with the VIES system > > Prints the vat number on the invoices > > Sales and vendor vat invoices > > Vat on invoices can be overridden > > Vat posting on specific gl accounts > > Vat posting on gl accounts can be configured > > Vat reports that calculate the vat return. > > Thanks, > > James > > Original Message > Subject: Re: VAT > From: Wolfgang Paul Rauchholz > Date: Wed, October 24, 2018 11:23 pm > To: user@ofbiz.apache.org > > Here some reads about treatment of VAT in ofbiz. > https://cwiki.apache.org/confluence/display/OFBENDUSER/08+Tax+Authorities > > https://cwiki.apache.org/confluence/display/OFBIZ/FAQ+-+Tips+-+Tricks+-+Cookbook+-+HowTo#FAQ-Tips-Tricks-Cookbook-HowTo-PricesWithVAT > > https://cwiki.apache.org/confluence/display/OFBIZ/OFBiz%27s+Tax+Authority+Data+Model > > Wolfgang > > On Thu, Oct 25, 2018 at 4:42 AM wrote: > > > > > Does Ofbiz handle VAT for the EU both on the sales side as well as > > purchasing side? If so has anyone explored the new electronic > > integration to the government that is being required in 2019? > > > > Thanks, > > > > James > > > > > -- > > Wolfgang Rauchholz > -- Wolfgang Rauchholz
Re: VAT
Hi James, For a contact regarding Scipio ERP you should contact the supporting organisation. Best regards, Pierre Smits *Apache Trafodion <https://trafodion.apache.org>, Vice President* *Apache Directory <https://directory.apache.org>, PMC Member* Apache Incubator <https://incubator.apache.org>, committer *Apache OFBiz <https://ofbiz.apache.org>, contributor (without privileges) since 2008* Apache Steve <https://steve.apache.org>, committer On Thu, Oct 25, 2018 at 3:29 PM wrote: > is there a contact at Scipio ERP > > > Original Message > Subject: Re: VAT > From: Wolfgang Paul Rauchholz > Date: Thu, October 25, 2018 5:40 am > To: user@ofbiz.apache.org > > Alternatively you can check Scipio ERP. > A German derivate of ofbiz. > > On Thu, 25 Oct 2018 at 13:15, wrote: > > > I found on the web there was some development done specifically for > > Opentaps for sale. It covered VAT for Sales Side, Purchase Side, and > > reporting. > > > > > http://shop.opentaps.org/index.php/featured/vat-module-by-integratingweb.html > > > > I am hesitant to purchase anything on this site as I am not sure how > > active it is. Anyone know anyone from Integrating Web, Opentaps, or > > Shen Chi who may have access to this code? > > > > It includes: > > > > The Vat module by IntegratingWeb, an opentaps Partner, allows you to > > easily manage VAT for sales orders, purchase orders and invoice in your > > Opentaps CRM-ERP System. This module includes gwt integration, ledger > > posting, detailed reports and the capability to override VAT when you > > create an invoice. > > > > Features of the VAT module include: > > > > Adds vat to Sales orders and Purchase orders > > > > Calculates vat using the rate associated to the product and the geo > > location of the customer or supplier > > > > Adds an extra vat number field to the crm module: account and leads. > > > > Vat number associated to a party can be validated with a syntax > > validator and with the VIES system > > > > Prints the vat number on the invoices > > > > Sales and vendor vat invoices > > > > Vat on invoices can be overridden > > > > Vat posting on specific gl accounts > > > > Vat posting on gl accounts can be configured > > > > Vat reports that calculate the vat return. > > > > Thanks, > > > > James > > > > Original Message > > Subject: Re: VAT > > From: Wolfgang Paul Rauchholz > > Date: Wed, October 24, 2018 11:23 pm > > To: user@ofbiz.apache.org > > > > Here some reads about treatment of VAT in ofbiz. > > > https://cwiki.apache.org/confluence/display/OFBENDUSER/08+Tax+Authorities > > > > > https://cwiki.apache.org/confluence/display/OFBIZ/FAQ+-+Tips+-+Tricks+-+Cookbook+-+HowTo#FAQ-Tips-Tricks-Cookbook-HowTo-PricesWithVAT > > > > > https://cwiki.apache.org/confluence/display/OFBIZ/OFBiz%27s+Tax+Authority+Data+Model > > > > Wolfgang > > > > On Thu, Oct 25, 2018 at 4:42 AM wrote: > > > > > > > > Does Ofbiz handle VAT for the EU both on the sales side as well as > > > purchasing side? If so has anyone explored the new electronic > > > integration to the government that is being required in 2019? > > > > > > Thanks, > > > > > > James > > > > > > > > > -- > > > > Wolfgang Rauchholz > > > -- > > Wolfgang Rauchholz >
Re: VAT
Go to their web page. I contacted with Paul Piper: p...@ilscipio.com On Thu, Oct 25, 2018 at 3:29 PM wrote: > is there a contact at Scipio ERP > > > Original Message > Subject: Re: VAT > From: Wolfgang Paul Rauchholz > Date: Thu, October 25, 2018 5:40 am > To: user@ofbiz.apache.org > > Alternatively you can check Scipio ERP. > A German derivate of ofbiz. > > On Thu, 25 Oct 2018 at 13:15, wrote: > > > I found on the web there was some development done specifically for > > Opentaps for sale. It covered VAT for Sales Side, Purchase Side, and > > reporting. > > > > > http://shop.opentaps.org/index.php/featured/vat-module-by-integratingweb.html > > > > I am hesitant to purchase anything on this site as I am not sure how > > active it is. Anyone know anyone from Integrating Web, Opentaps, or > > Shen Chi who may have access to this code? > > > > It includes: > > > > The Vat module by IntegratingWeb, an opentaps Partner, allows you to > > easily manage VAT for sales orders, purchase orders and invoice in your > > Opentaps CRM-ERP System. This module includes gwt integration, ledger > > posting, detailed reports and the capability to override VAT when you > > create an invoice. > > > > Features of the VAT module include: > > > > Adds vat to Sales orders and Purchase orders > > > > Calculates vat using the rate associated to the product and the geo > > location of the customer or supplier > > > > Adds an extra vat number field to the crm module: account and leads. > > > > Vat number associated to a party can be validated with a syntax > > validator and with the VIES system > > > > Prints the vat number on the invoices > > > > Sales and vendor vat invoices > > > > Vat on invoices can be overridden > > > > Vat posting on specific gl accounts > > > > Vat posting on gl accounts can be configured > > > > Vat reports that calculate the vat return. > > > > Thanks, > > > > James > > > > Original Message > > Subject: Re: VAT > > From: Wolfgang Paul Rauchholz > > Date: Wed, October 24, 2018 11:23 pm > > To: user@ofbiz.apache.org > > > > Here some reads about treatment of VAT in ofbiz. > > > https://cwiki.apache.org/confluence/display/OFBENDUSER/08+Tax+Authorities > > > > > https://cwiki.apache.org/confluence/display/OFBIZ/FAQ+-+Tips+-+Tricks+-+Cookbook+-+HowTo#FAQ-Tips-Tricks-Cookbook-HowTo-PricesWithVAT > > > > > https://cwiki.apache.org/confluence/display/OFBIZ/OFBiz%27s+Tax+Authority+Data+Model > > > > Wolfgang > > > > On Thu, Oct 25, 2018 at 4:42 AM wrote: > > > > > > > > Does Ofbiz handle VAT for the EU both on the sales side as well as > > > purchasing side? If so has anyone explored the new electronic > > > integration to the government that is being required in 2019? > > > > > > Thanks, > > > > > > James > > > > > > > > > -- > > > > Wolfgang Rauchholz > > > -- > > Wolfgang Rauchholz > -- Wolfgang Rauchholz
RE: VAT
is there a contact at Scipio ERP Original Message Subject: Re: VAT From: Wolfgang Paul Rauchholz Date: Thu, October 25, 2018 5:40 am To: user@ofbiz.apache.org Alternatively you can check Scipio ERP. A German derivate of ofbiz. On Thu, 25 Oct 2018 at 13:15, wrote: > I found on the web there was some development done specifically for > Opentaps for sale. It covered VAT for Sales Side, Purchase Side, and > reporting. > > http://shop.opentaps.org/index.php/featured/vat-module-by-integratingweb.html > > I am hesitant to purchase anything on this site as I am not sure how > active it is. Anyone know anyone from Integrating Web, Opentaps, or > Shen Chi who may have access to this code? > > It includes: > > The Vat module by IntegratingWeb, an opentaps Partner, allows you to > easily manage VAT for sales orders, purchase orders and invoice in your > Opentaps CRM-ERP System. This module includes gwt integration, ledger > posting, detailed reports and the capability to override VAT when you > create an invoice. > > Features of the VAT module include: > > Adds vat to Sales orders and Purchase orders > > Calculates vat using the rate associated to the product and the geo > location of the customer or supplier > > Adds an extra vat number field to the crm module: account and leads. > > Vat number associated to a party can be validated with a syntax > validator and with the VIES system > > Prints the vat number on the invoices > > Sales and vendor vat invoices > > Vat on invoices can be overridden > > Vat posting on specific gl accounts > > Vat posting on gl accounts can be configured > > Vat reports that calculate the vat return. > > Thanks, > > James > > Original Message > Subject: Re: VAT > From: Wolfgang Paul Rauchholz > Date: Wed, October 24, 2018 11:23 pm > To: user@ofbiz.apache.org > > Here some reads about treatment of VAT in ofbiz. > https://cwiki.apache.org/confluence/display/OFBENDUSER/08+Tax+Authorities > > https://cwiki.apache.org/confluence/display/OFBIZ/FAQ+-+Tips+-+Tricks+-+Cookbook+-+HowTo#FAQ-Tips-Tricks-Cookbook-HowTo-PricesWithVAT > > https://cwiki.apache.org/confluence/display/OFBIZ/OFBiz%27s+Tax+Authority+Data+Model > > Wolfgang > > On Thu, Oct 25, 2018 at 4:42 AM wrote: > > > > > Does Ofbiz handle VAT for the EU both on the sales side as well as > > purchasing side? If so has anyone explored the new electronic > > integration to the government that is being required in 2019? > > > > Thanks, > > > > James > > > > > -- > > Wolfgang Rauchholz > -- Wolfgang Rauchholz
Re: VAT
Alternatively you can check Scipio ERP. A German derivate of ofbiz. On Thu, 25 Oct 2018 at 13:15, wrote: > I found on the web there was some development done specifically for > Opentaps for sale. It covered VAT for Sales Side, Purchase Side, and > reporting. > > http://shop.opentaps.org/index.php/featured/vat-module-by-integratingweb.html > > I am hesitant to purchase anything on this site as I am not sure how > active it is. Anyone know anyone from Integrating Web, Opentaps, or > Shen Chi who may have access to this code? > > It includes: > > The Vat module by IntegratingWeb, an opentaps Partner, allows you to > easily manage VAT for sales orders, purchase orders and invoice in your > Opentaps CRM-ERP System. This module includes gwt integration, ledger > posting, detailed reports and the capability to override VAT when you > create an invoice. > > Features of the VAT module include: > > Adds vat to Sales orders and Purchase orders > > Calculates vat using the rate associated to the product and the geo > location of the customer or supplier > > Adds an extra vat number field to the crm module: account and leads. > > Vat number associated to a party can be validated with a syntax > validator and with the VIES system > > Prints the vat number on the invoices > > Sales and vendor vat invoices > > Vat on invoices can be overridden > > Vat posting on specific gl accounts > > Vat posting on gl accounts can be configured > > Vat reports that calculate the vat return. > > Thanks, > > James > > Original Message > Subject: Re: VAT > From: Wolfgang Paul Rauchholz > Date: Wed, October 24, 2018 11:23 pm > To: user@ofbiz.apache.org > > Here some reads about treatment of VAT in ofbiz. > https://cwiki.apache.org/confluence/display/OFBENDUSER/08+Tax+Authorities > > https://cwiki.apache.org/confluence/display/OFBIZ/FAQ+-+Tips+-+Tricks+-+Cookbook+-+HowTo#FAQ-Tips-Tricks-Cookbook-HowTo-PricesWithVAT > > https://cwiki.apache.org/confluence/display/OFBIZ/OFBiz%27s+Tax+Authority+Data+Model > > Wolfgang > > On Thu, Oct 25, 2018 at 4:42 AM wrote: > > > > > Does Ofbiz handle VAT for the EU both on the sales side as well as > > purchasing side? If so has anyone explored the new electronic > > integration to the government that is being required in 2019? > > > > Thanks, > > > > James > > > > > -- > > Wolfgang Rauchholz > -- Wolfgang Rauchholz
RE: VAT
I found on the web there was some development done specifically for Opentaps for sale. It covered VAT for Sales Side, Purchase Side, and reporting. http://shop.opentaps.org/index.php/featured/vat-module-by-integratingweb.html I am hesitant to purchase anything on this site as I am not sure how active it is. Anyone know anyone from Integrating Web, Opentaps, or Shen Chi who may have access to this code? It includes: The Vat module by IntegratingWeb, an opentaps Partner, allows you to easily manage VAT for sales orders, purchase orders and invoice in your Opentaps CRM-ERP System. This module includes gwt integration, ledger posting, detailed reports and the capability to override VAT when you create an invoice. Features of the VAT module include: Adds vat to Sales orders and Purchase orders Calculates vat using the rate associated to the product and the geo location of the customer or supplier Adds an extra vat number field to the crm module: account and leads. Vat number associated to a party can be validated with a syntax validator and with the VIES system Prints the vat number on the invoices Sales and vendor vat invoices Vat on invoices can be overridden Vat posting on specific gl accounts Vat posting on gl accounts can be configured Vat reports that calculate the vat return. Thanks, James Original Message Subject: Re: VAT From: Wolfgang Paul Rauchholz Date: Wed, October 24, 2018 11:23 pm To: user@ofbiz.apache.org Here some reads about treatment of VAT in ofbiz. https://cwiki.apache.org/confluence/display/OFBENDUSER/08+Tax+Authorities https://cwiki.apache.org/confluence/display/OFBIZ/FAQ+-+Tips+-+Tricks+-+Cookbook+-+HowTo#FAQ-Tips-Tricks-Cookbook-HowTo-PricesWithVAT https://cwiki.apache.org/confluence/display/OFBIZ/OFBiz%27s+Tax+Authority+Data+Model Wolfgang On Thu, Oct 25, 2018 at 4:42 AM wrote: > > Does Ofbiz handle VAT for the EU both on the sales side as well as > purchasing side? If so has anyone explored the new electronic > integration to the government that is being required in 2019? > > Thanks, > > James > -- Wolfgang Rauchholz
Re: VAT
Here some reads about treatment of VAT in ofbiz. https://cwiki.apache.org/confluence/display/OFBENDUSER/08+Tax+Authorities https://cwiki.apache.org/confluence/display/OFBIZ/FAQ+-+Tips+-+Tricks+-+Cookbook+-+HowTo#FAQ-Tips-Tricks-Cookbook-HowTo-PricesWithVAT https://cwiki.apache.org/confluence/display/OFBIZ/OFBiz%27s+Tax+Authority+Data+Model Wolfgang On Thu, Oct 25, 2018 at 4:42 AM wrote: > > Does Ofbiz handle VAT for the EU both on the sales side as well as > purchasing side? If so has anyone explored the new electronic > integration to the government that is being required in 2019? > > Thanks, > > James > -- Wolfgang Rauchholz
VAT
Does Ofbiz handle VAT for the EU both on the sales side as well as purchasing side? If so has anyone explored the new electronic integration to the government that is being required in 2019? Thanks, James
Re: VAT Setup
Thanks Peter, I have just adjusted the concerned versions Jacques Le 14/08/2015 20:53, Peter Arnold a écrit : Dear Sharan, Thank you for reproducing this setup and verifying its unexpected outcome. I agree with your conclusions and have opened a Jira. https://issues.apache.org/jira/browse/OFBIZ-6576 I hope I have done that well since it's the first one I have opened. Thank you and regards, Peter --- El software de antivirus Avast ha analizado este correo electrónico en busca de virus. http://www.avast.com
RE: VAT Setup
Hi Peter I've been through your scenario and it is as you describe and I think it is a bug. In the demo data there is no pricing at the virtual product level and pricing has only been included at the variant product level so perhaps it this has been why the issue hasn't been identified properly before. If pricing is setup at the virtual product (T-Shirt Virtual) level then I would have expected that it would be brought through as the default price to the variant product (and without the tax if this has been specified). The pricing on the variant product itself (T-Shirt Blue, T-Shirt - Red) would then act as an override to the default virtual product price. To me it looks like the variant product override is working correctly but that the default price for including tax in the price on the virtual product is not. I've also taken a look through Jira to see if it has been reported before but I couldn't find anything so I think it would be good if you could create a Jira issue for this. Thanks Sharan -- View this message in context: http://ofbiz.135035.n4.nabble.com/VAT-Setup-tp4671326p4671388.html Sent from the OFBiz - User mailing list archive at Nabble.com.
RE: VAT Setup
Dear Sharan, Thank you for reproducing this setup and verifying its unexpected outcome. I agree with your conclusions and have opened a Jira. https://issues.apache.org/jira/browse/OFBIZ-6576 I hope I have done that well since it's the first one I have opened. Thank you and regards, Peter --- El software de antivirus Avast ha analizado este correo electrónico en busca de virus. http://www.avast.com
Re: VAT Setup
Le 11/08/2015 17:52, Peter Arnold a écrit : When pricing is added directly to variant products, the prices are indicated correctly in product screens, shopping cart and final order review. However prices are indicated with added sales tax when I apply pricing only to the virtual product. This could be a bug indeed. Could you please give us ALL the steps you used to get this result? One of the reasons to use virtual-, variant- products is that pricing has to be applied only on the virtual product. For example if I sell T-shirts in different colors, each being a variant, it would be the idea to apply pricing just to the virtual T-shirt product since all colors cost the same. Yes this is indeed the way in this case. Jacques This still is not working in my test environment. Regards, Peter --- El software de antivirus Avast ha analizado este correo electrónico en busca de virus. http://www.avast.com
RE: VAT Setup
Jaques, Thank you for the interesting insight on debugging and your interest in the problems I am describing here. In order to reproduce the prices with added sales tax on the variant product, even though set up as VAT and with Tax in Price included please follow the following steps. It's a bit long but that's what I am doing step by step. By the way, right now everything is setup with the following procedure in the online test system OFBiz release 13.07. http://demo-stable-ofbiz.apache.org/catalog/control/main?USERNAME=adminPASSWORD=ofbizJavaScriptEnabled=Y This safes you the work of setting up again. Here is the procedure: In Party Manager: 1. Create new Party Group with Name SII_CHL (Leave all settings for group creation as per standard) 2. Assign Role Tax Authority to party SII_CHL In Accounting Module / Tax Autorities: 3. Create New Tax Authority with following settings: Geo:CHL Party: SII_CHL Include Tax in Price: Y Leave other setting as is 4. Under Product Rates create new tax with following settings: Type: Value Added Tax Tax Percentage: 19 From Date: Now Leave other settings as is 5. Expire the Sales Tax created under tax authority _NA_ by setting its corresponding thru date to NOW. 6. Under Catalog Manager / Stores: Modify following Settings for OFBiz Ecommerce Store (ID:9000) Tax settings: Show Prices with VAT tax included: Y VAT Tax Auth Geo Id: CHL VAT Tax Auth Party Id: 1 (Or the Party ID corresponding to the created Tax Authority SII_CHL) 7. Expire all Promotions for OFBIZ E-Commerce Store [ID:9000] by setting all thru-dates to NOW 8. Under Catalog Manager / Products: Create New Product with following settings: Internal Name: T-Shirt Is Virtual Product: Y 9. Under Catalog Manager / Products / Categories Assign the virtual product T-Shirt to the products category ID 200 (Widgets) - Product Category ID: 200 - From Date: Now Add 10 Under Catalog Manager / Products / Content In override Simple Fields Set Product Name to: T-Shirt Virtual Update 11. Under Catalog Manager / Features: Create New Feature Category. - Description: T-Shirt Colors Submit 12. Create new Feature within feature Category T-Shirt Colors: Create New Feature - Feature Type: Color - Description: Red Update Create New Feature - Feature Type: Color - Description: Blue Update 13. Create 2 variant products under the virtual product T-Shirt Under Catalog Manager / Products Find T-Shirt Product Once T-Shirt Product is selected: Press Features Tab Under Add product features from Category or Group - Choose T-Shirt Colors Category - Feature Application Type: Selectable Add Screen with Blue and Red T-Shirt Colors appears. Set for both colors From Date: Now Sequence:1 for blue Sequence:2 for red Set a tick on each feature in order to select the feature for adding it. Apply 14. Under Catalog Manager / Products with T-Shirt virtual product selected press the Variants tab The Quick add Variants screen appears. Define Product IDs for Blue and Red features. Blue: T-Shirt Blue Red: T-Shirt Red Set tick on both features in order to select for variant product creation. Create 15. Under Catalog Manager / Products / Prices set 2 new product prices for the created virtual product T-Shirt: - Default Price - From Date: Now - Price: 11.9 - Tax Percentage: 19 - Tax in price: Y Create - List Price - From Date: Now - Price: 11.9 - Tax Percentage: 19 - Tax in price: Y Create Now the products should be visible in the E-Shop. The Virtual Products Price appears at USD 14.16 If I Select the blue or the red T-Shirt Price is 11.9USD Now I modify the Product Pricing on the Virtual Product. On Default- and List- Prices add: - Tax Percentage: 19 - Tax Authority Party (ID): 1 (Or whatever ID corresponds to SII_CHL Party) - Tax Auth Geo Id: CHL Update Back in the E-Shop on the product display now the correct prices appear. I.E. 11.9 USD for the virtual product, the red, and the blue shirt. Now I preselect the blue T-Shirt and add 1 to the shopping cart. If I go to the cart now the price of the Blue T-Shirt is 14,16USD. Now let's define a product price directly on the Red T-Shirt variant product: Under Catalog Manager / Product select the product T-Shirt Red. Under
Re: VAT Setup
Peter, Inline... Le 11/08/2015 16:50, Peter Arnold a écrit : Jaques, Thank you for this hint. With this description of course I would have succeeded earlier. Though the very important part would be to know how you track down such a problem and even get to know that the service createProductPrice is responsible for the problem one experiences. Because I had to look at it before, I even fixed/clarified the description at r1613121 http://svn.apache.org/viewvc/ofbiz/trunk/applications/product/servicedef/services.xml?r1=1613121r2=1613120pathrev=1613121 Of course the debugging knowledge here plays an important role. I think this is also why many possible users of OFBiz are finding it hard to get started. Personally I am not a developer even though I like the topic quite a lot and my informatic skills are also not so bad. I am running OFBiz through Eclipse Luna but am still not able to use debugging functions within Eclipse since during setup there are several errors which I was not able to resolve. So I depend mainly on the logs and on my still limited knowledge of OFBiz. Ftl, groovy and Java are causing also problems and therefore I am not always able to follow through the code, especially when variables are taken out of available context. As I said, I am not a developer. It would be great if you could give some hints on how to improve the ability to debug the system. It seems you are already doing good. I guess you found the page about the Eclipse Debugger in the wiki. But anyway In this case the Eclipse Java debugger was not needed. It's only a description into a (XML) service definition. You though need to know that prices are created (stored in DB) with createProductPrice service. That you should be able to find in the log. You should also then be able to read the createProductPrice service implementation and get your own idea about it, that's how I fixed the description. Actually most of the time you start from the log, and then follow the flow until you reach the point were the issue is. Of course It needs some time to get acquainted... HTH Jacques I know that I am asking a complicated and wide ranging question but you know It's better to learn fishing than to receive some fishes for free...) Kind regards, Peter
Re: VAT Setup
Hi Peter,
You might benefit from a book written by community member Sharan Foga on
the subject of accounting with OFBiz.
See:
http://www.lulu.com/shop/sharan-foga/getting-started-with-apache-ofbiz-accounting/paperback/product-21841766.html
Best regards,
Pierre
Op dinsdag 11 augustus 2015 heeft Peter Arnold parn...@paec.cl het
volgende geschreven:
The VAT tax seems to be added to the price because of following code in
TaxAuthorityServices.java:
TaxAuthorityServices.java
// add up amounts from adjustments (amount OR exemptAmount,
sourcePercentage)
for (GenericValue taxAdjustment : taxAdustmentList) {
if
(SALES_TAX.equals(taxAdjustment.getString(orderAdjustmentTypeId))) {
taxPercentage =
taxPercentage.add(taxAdjustment.getBigDecimal(sourcePercentage));
BigDecimal adjAmount =
taxAdjustment.getBigDecimal(amount);
taxTotal = taxTotal.add(adjAmount);
priceWithTax =
priceWithTax.add(adjAmount.divide(quantity,salestaxCalcDecimals,salestaxRounding));
Debug.logInfo(For productId [ + productId + ]
added [ + adjAmount.divide(quantity,salestaxCalcDecimals,salestaxRounding)
+ ] of tax to price for geoId [ + taxAdjustment.getString(taxAuthGeoId)
+ ], new price is [ + priceWithTax + ], module);
Somehow, somewhere orderAdjustmentTypeId is set to SALES_TAX
eventhough I am not aware where this might be done as I have created the
tax as a VAT-Tax.
Since above code detects: if
(SALES_TAX.equals(taxAdjustment.getString(orderAdjustmentTypeId))) as
true, subsequently the line
priceWithTax =
priceWithTax.add(adjAmount.divide(quantity,salestaxCalcDecimals,salestaxRounding));
is executed which is responsible for adding the VAT tax.
I have tracked this by using verbose - logging.
By comenting out above code the prices are correctly indicated when the
product is displayed in the ecommerce shop.
Nevertheless when performing Quick Check-Out and shipping the order to a
Chilean address once again a Sales Tax of 19% is added.
So far I have not found out which part of the code is responsible for
adding the Sales Tax.
Help on this subject is much appreciated.
Regards,
Peter
---
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--
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*ORRTIZ.COM http://www.orrtiz.com*
Services Solutions for Cloud-
Based Manufacturing, Professional
Services and Retail Trade
http://www.orrtiz.com
Re: VAT Setup
Hi Peter Thanks for including the details of your test as this made it easy for me to re-run your scenario. And Jacques is right – the answer lies in the product price setup. I added the rate, Tax Authority Party and Geo Id on the product pricing itself. The correct price is then brought through into the shopping cart and no tax is added to the order. Did you run also your test with a Chilean Customer rather than DemoCustomer? Remember that your tax authority and rates are linked to the delivery address of your customer so your customer must have an address in Chile for the rate to be applied. (e.g. DemoCustomer has a US address so the US tax rates will be applied). I'm not sure why updating the Include Tax in Price flag at the store level doesn't achieve this too. Anyway I hope this helps. Thanks Sharan -- View this message in context: http://ofbiz.135035.n4.nabble.com/VAT-Setup-tp4671326p4671361.html Sent from the OFBiz - User mailing list archive at Nabble.com.
Re: VAT Setup
Did you check how prices are created? It depends on parameters you pass
You can read the createProductPrice description in its definition:
Create a Product Price.
If taxAuthGeoId and taxAuthPartyId are (or taxAuthCombinedId is)
passed in then the price will be considered a price
with tax included (the priceWithoutTax, priceWithTax, taxAmount,
and taxPercentage fields will also be populated).
If the taxInPrice field is 'Y' then the price field will be left
with the tax included (price will be equal to priceWithTax),
otherwise tax will be removed from the passed in price and the
price field will be equal to the priceWithoutTax field.
If taxAuthGeoId or taxAuthPartyId empty, and taxAuthCombinedId is empty,
then the taxInPrice field will be ignored.
HTH
Jacques
Le 11/08/2015 07:00, Peter Arnold a écrit :
The VAT tax seems to be added to the price because of following code in
TaxAuthorityServices.java:
TaxAuthorityServices.java
// add up amounts from adjustments (amount OR exemptAmount, sourcePercentage)
for (GenericValue taxAdjustment : taxAdustmentList) {
if
(SALES_TAX.equals(taxAdjustment.getString(orderAdjustmentTypeId))) {
taxPercentage =
taxPercentage.add(taxAdjustment.getBigDecimal(sourcePercentage));
BigDecimal adjAmount =
taxAdjustment.getBigDecimal(amount);
taxTotal = taxTotal.add(adjAmount);
priceWithTax =
priceWithTax.add(adjAmount.divide(quantity,salestaxCalcDecimals,salestaxRounding));
Debug.logInfo(For productId [ + productId + ] added [ +
adjAmount.divide(quantity,salestaxCalcDecimals,salestaxRounding) + ] of tax to price for geoId [ +
taxAdjustment.getString(taxAuthGeoId) + ], new price is [ + priceWithTax + ], module);
Somehow, somewhere orderAdjustmentTypeId is set to SALES_TAX eventhough I
am not aware where this might be done as I have created the tax as a VAT-Tax.
Since above code detects: if
(SALES_TAX.equals(taxAdjustment.getString(orderAdjustmentTypeId))) as true,
subsequently the line
priceWithTax =
priceWithTax.add(adjAmount.divide(quantity,salestaxCalcDecimals,salestaxRounding));
is executed which is responsible for adding the VAT tax.
I have tracked this by using verbose - logging.
By comenting out above code the prices are correctly indicated when the product
is displayed in the ecommerce shop.
Nevertheless when performing Quick Check-Out and shipping the order to a
Chilean address once again a Sales Tax of 19% is added.
So far I have not found out which part of the code is responsible for adding
the Sales Tax.
Help on this subject is much appreciated.
Regards,
Peter
---
El software de antivirus Avast ha analizado este correo electrónico en busca de
virus.
http://www.avast.com
Re: VAT Setup
Thanks for your test and the confirmation Sharan :) Jacques Le 11/08/2015 11:41, Sharan-F a écrit : Hi Peter Thanks for including the details of your test as this made it easy for me to re-run your scenario. And Jacques is right – the answer lies in the product price setup. I added the rate, Tax Authority Party and Geo Id on the product pricing itself. The correct price is then brought through into the shopping cart and no tax is added to the order. Did you run also your test with a Chilean Customer rather than DemoCustomer? Remember that your tax authority and rates are linked to the delivery address of your customer so your customer must have an address in Chile for the rate to be applied. (e.g. DemoCustomer has a US address so the US tax rates will be applied). I'm not sure why updating the Include Tax in Price flag at the store level doesn't achieve this too. Anyway I hope this helps. Thanks Sharan -- View this message in context: http://ofbiz.135035.n4.nabble.com/VAT-Setup-tp4671326p4671361.html Sent from the OFBiz - User mailing list archive at Nabble.com.
RE: VAT Setup
Hi Pierre, Sharan and Jaques, I have read all your comments. Thank you very much for helping. Pierre, Thanks for the hint, Sharan's book is already on my shelf and has brought me to where I am without too much troubles, however on the VAT-Tax setup I remain confused. Sharan, Thank you for reproducing the same test as I did. You are right, by adding the Tax rate, Tax Authority Party and Geo Id directly to the product pricing, prices are indicated correctly on the product screens. For a normal finished good product the prices now also are correct once in the shopping cart and at final order review. But in my local installation I am running the test also with variant products since I pretend to use them intensively. With pricing being set up on the virtual product in the same manner as indicated by you unfortunately for the variant product in the shopping cart and final order review still the sales tax is being added. So I either have still some configuration problems or there is some missing functionality or bugs in the system. I am using a Chilean Customer for the test, so there shouldn't be a problem with that. Jaques, Thank you for this hint. With this description of course I would have succeeded earlier. Though the very important part would be to know how you track down such a problem and even get to know that the service createProductPrice is responsible for the problem one experiences. Of course the debugging knowledge here plays an important role. I think this is also why many possible users of OFBiz are finding it hard to get started. Personally I am not a developer even though I like the topic quite a lot and my informatic skills are also not so bad. I am running OFBiz through Eclipse Luna but am still not able to use debugging functions within Eclipse since during setup there are several errors which I was not able to resolve. So I depend mainly on the logs and on my still limited knowledge of OFBiz. Ftl, groovy and Java are causing also problems and therefore I am not always able to follow through the code, especially when variables are taken out of available context. As I said, I am not a developer. It would be great if you could give some hints on how to improve the ability to debug the system. I know that I am asking a complicated and wide ranging question but you know It's better to learn fishing than to receive some fishes for free...) Kind regards, Peter --- El software de antivirus Avast ha analizado este correo electrónico en busca de virus. http://www.avast.com
RE: VAT Setup
When pricing is added directly to variant products, the prices are indicated correctly in product screens, shopping cart and final order review. However prices are indicated with added sales tax when I apply pricing only to the virtual product. One of the reasons to use virtual-, variant- products is that pricing has to be applied only on the virtual product. For example if I sell T-shirts in different colors, each being a variant, it would be the idea to apply pricing just to the virtual T-shirt product since all colors cost the same. This still is not working in my test environment. Regards, Peter --- El software de antivirus Avast ha analizado este correo electrónico en busca de virus. http://www.avast.com
VAT Setup
I am trying to setup VAT for a chilean localization and am currently doing some tests in OFBiz online Demo 13.07. I have setup a Tax Authority for Geo ID CHL and a VAT Tax which should be collected by this entity. VAT Tax percentage is set to 19%. Taxes included in prices is set up for this tax authority. I also set up the demo store (OFBiz Ecommerce Store ID 9000) with the Show prices with VAT tax included flag set to Y. The stores VAT Tax Auth Geo ID is set to CHL The stores Vat Tax Auth Party ID is set to 1 which is the Id which was assigned automatically to the Tax Authority I created. Then I created a product VAT-TestProduct 1 which belongs to the Widgets product category. (Product Category ID 200) The corresponding products List- and Default-Prices are both USD 119, and for both prices the flag Tax in Price is set to Y. Furthermore I have expired all promos for the OFBiz Ecommerce Store. Finally I have expired the Sales Tax which is created under the _NA_ Tax authority in order to avoid that this sales tax intervenes with my setup. I am doing then a product purchase on the e-commerce page and add one VAT-TestProduct 1 to the basket. What I expect is that the product price should be 119USD since everywhere Tax included in Price was set, i.e. in the Tax Authority, in the Store and in the product prices. Nevertheless the indicated product price is USD 141,61. This is equal to USD119 +19%. This means that the VAT tax was added to the product even though I set up everywhere that VAT is already included in the product price of USD 119. The products net price would be USD 100, i.e. the correct price with VAT tax included is USD 100 + 19% = USD 119. To me the indicate product price of USD 141,61 seems to be not correct since VAT was added, even though it was already included. I have also researched the user list and several related Jira issues and have found that I am not the first one to be confused about the correct VAT setup. I would appreciate very much to receive some help on this. Currently everything is configured in OFBiz online demo 13.07 as described above. Kind regards, Peter --- El software de antivirus Avast ha analizado este correo electrónico en busca de virus. http://www.avast.com
RE: VAT Setup
The VAT tax seems to be added to the price because of following code in
TaxAuthorityServices.java:
TaxAuthorityServices.java
// add up amounts from adjustments (amount OR exemptAmount, sourcePercentage)
for (GenericValue taxAdjustment : taxAdustmentList) {
if
(SALES_TAX.equals(taxAdjustment.getString(orderAdjustmentTypeId))) {
taxPercentage =
taxPercentage.add(taxAdjustment.getBigDecimal(sourcePercentage));
BigDecimal adjAmount =
taxAdjustment.getBigDecimal(amount);
taxTotal = taxTotal.add(adjAmount);
priceWithTax =
priceWithTax.add(adjAmount.divide(quantity,salestaxCalcDecimals,salestaxRounding));
Debug.logInfo(For productId [ + productId + ] added
[ + adjAmount.divide(quantity,salestaxCalcDecimals,salestaxRounding) + ] of
tax to price for geoId [ + taxAdjustment.getString(taxAuthGeoId) + ], new
price is [ + priceWithTax + ], module);
Somehow, somewhere orderAdjustmentTypeId is set to SALES_TAX eventhough I
am not aware where this might be done as I have created the tax as a VAT-Tax.
Since above code detects: if
(SALES_TAX.equals(taxAdjustment.getString(orderAdjustmentTypeId))) as true,
subsequently the line
priceWithTax =
priceWithTax.add(adjAmount.divide(quantity,salestaxCalcDecimals,salestaxRounding));
is executed which is responsible for adding the VAT tax.
I have tracked this by using verbose - logging.
By comenting out above code the prices are correctly indicated when the product
is displayed in the ecommerce shop.
Nevertheless when performing Quick Check-Out and shipping the order to a
Chilean address once again a Sales Tax of 19% is added.
So far I have not found out which part of the code is responsible for adding
the Sales Tax.
Help on this subject is much appreciated.
Regards,
Peter
---
El software de antivirus Avast ha analizado este correo electrónico en busca de
virus.
http://www.avast.com
RE: VAT problem
Adrian, Jacques, In fact it is important here to mention that at the moment this way of setting the VAT taxes is one thing, but the second thing is to verify that all taxes are in the right manner set up and to do such a verification is very difficult in Ofbiz. There are no tools to help you decide that in your e-shop taxes are now ok for every country (for example in Europe). It should be very useful if there should be an overview page with all VAT taxes applied on all tax categories for all countries. Then you have one look and you know you have set it up right. Until now, it is more via experience that you know , oh my VAT tax for this category for that country was not set. So I have to inform the possible e-shop customer that the calculation was done wrong and I have to correct it and ask the customer to pay more . Regards, Eric -Original Message- From: Adrian Crum [mailto:adrian.c...@sandglass-software.com] Sent: Wednesday, March 13, 2013 3:36 PM To: user@ofbiz.apache.org Subject: Re: VAT problem I agree with Paul. Having tax-specific categories is the most reliable way to get VAT calculated correctly. -Adrian On 3/12/2013 2:42 AM, Paul Foxworthy wrote: Hi Eric, You are quite right that there is a problem with the handling of Shipping and Promotion tax in TaxAuthorityRateProduct, and the fix as I gather you have discovered is to set those things to Y only once. Those two flags have nothing to do with the ProductCategory and should be in a separate table. You may not have noticed that you can have many different product categories within different catalogs, and a product can belong to more than one. I would suggest that the categories for tax should be independent of the categories for user searching. If you do have a separate category, it probably doesn't need hierarchical rollup stuff. It might be as simple as a category TAXABLE or EU_VAT_TAXABLE. For instance in Australia, there are two sorts of food: basic unprocessed food, which is GST exempt, and processed food, which attracts GST like most other goods. Don't ask me what the difference is, or whether a specific food product is taxable or not. To my customer, I would present categories that actually make sense. I would have separate categories for taxability that the customer doesn't see. Cheers Paul Foxworthy Info Olagos wrote Yes, the empty category is for the rollup function. So that i can view in the ecommerce page in the rollup all my categories under this empty category in the rollup. Because the top category in the rollup is apparently not visible. So when i use a top category for the rollup with products in it, it should never see them in the page . Or i have to put it as promotions category perhaps. By the way: all this explanations are not for the www.olagos.eu . I am creating a new e-shop which i will make available when finished. Regards, Eric 2013/3/2 Jacques Le Roux lt; jacques.le.roux@ gt; Why do you have an empty categ? Jacques info.olagos wrote: Hello, I use ofbiz11.0.4 and found a real VAT problem. I have many categories residing under the catalog1 type browse root. The first category is an empty category 10001 which via rollup configuration contains all the other categories like Puzzels 10001B, 180001, 180002B, and many more. Category 10001 is a empty category. It contains no products. All the other categories underneath it in the rollup configuration contain many products. All categories take part into the only one catalog 1. For the VAT taxes: When i insert under Accounting Tax Authorities and then under Belgium which has tax authority party _NA_ . I added for product rate a VAT line from 21% for the category 10003 only at the moment. I buy via ecommerce a product 10001_0003 for example which is a category 10001B member. (not a category 10003 member). So for category 10001B there is no VAT configured. The checkout review shows this: 10001_0003 Qty=1 Unit Price = 9.05€ Price Adjustment = €0.00 Subtotal=€9.05 . (this is the price without VAT) Subtotal: €9.05 Shipping and handling : 9.60€ Sales Taks: 2.02€(is then calculated on the 9.60€) Grand Total: 20.67€ What i see , is that per VAT line i add for other categories than the one of the product i buy in the Accounting ,Tax Authorities , product rate tab, there is added 2.02 € sales tax per category i add . So if i add all my categories from the other products in the store, i come at the end up with a Sales Taks = 150 € added for any sale of any product. What do i wrong Or is there a bug in the system?? REgards, ERic -- Olagos bvba http://www.olagos.eu http://www.olagos.com http://www.olagos.be http://www.olagos.nl Olagos team Kerkstraat 34 2570 Duffel Belgium - -- Coherent Software Australia Pty Ltd http://www.coherentsoftware.com.au/ Bonsai ERP, the all-inclusive ERP system http
Re: VAT problem
HI Eric, How do you envision that such a solution/tool (set of functionalities) should look like with respect to VAT setup verification? Feel free to create a JIRA issue if you believe such an improvement would be to the benefit of all. Best regards, Pierre Smits *ORRTIZ.COM http://www.orrtiz.com* Services Solutions for Cloud- Based Manufacturing, Professional Services and Retail Trade http://www.orrtiz.com On Fri, Feb 20, 2015 at 3:00 PM, eric.l...@ec.europa.eu wrote: Adrian, Jacques, In fact it is important here to mention that at the moment this way of setting the VAT taxes is one thing, but the second thing is to verify that all taxes are in the right manner set up and to do such a verification is very difficult in Ofbiz. There are no tools to help you decide that in your e-shop taxes are now ok for every country (for example in Europe). It should be very useful if there should be an overview page with all VAT taxes applied on all tax categories for all countries. Then you have one look and you know you have set it up right. Until now, it is more via experience that you know , oh my VAT tax for this category for that country was not set. So I have to inform the possible e-shop customer that the calculation was done wrong and I have to correct it and ask the customer to pay more . Regards, Eric -Original Message- From: Adrian Crum [mailto:adrian.c...@sandglass-software.com] Sent: Wednesday, March 13, 2013 3:36 PM To: user@ofbiz.apache.org Subject: Re: VAT problem I agree with Paul. Having tax-specific categories is the most reliable way to get VAT calculated correctly. -Adrian On 3/12/2013 2:42 AM, Paul Foxworthy wrote: Hi Eric, You are quite right that there is a problem with the handling of Shipping and Promotion tax in TaxAuthorityRateProduct, and the fix as I gather you have discovered is to set those things to Y only once. Those two flags have nothing to do with the ProductCategory and should be in a separate table. You may not have noticed that you can have many different product categories within different catalogs, and a product can belong to more than one. I would suggest that the categories for tax should be independent of the categories for user searching. If you do have a separate category, it probably doesn't need hierarchical rollup stuff. It might be as simple as a category TAXABLE or EU_VAT_TAXABLE. For instance in Australia, there are two sorts of food: basic unprocessed food, which is GST exempt, and processed food, which attracts GST like most other goods. Don't ask me what the difference is, or whether a specific food product is taxable or not. To my customer, I would present categories that actually make sense. I would have separate categories for taxability that the customer doesn't see. Cheers Paul Foxworthy Info Olagos wrote Yes, the empty category is for the rollup function. So that i can view in the ecommerce page in the rollup all my categories under this empty category in the rollup. Because the top category in the rollup is apparently not visible. So when i use a top category for the rollup with products in it, it should never see them in the page . Or i have to put it as promotions category perhaps. By the way: all this explanations are not for the www.olagos.eu . I am creating a new e-shop which i will make available when finished. Regards, Eric 2013/3/2 Jacques Le Roux lt; jacques.le.roux@ gt; Why do you have an empty categ? Jacques info.olagos wrote: Hello, I use ofbiz11.0.4 and found a real VAT problem. I have many categories residing under the catalog1 type browse root. The first category is an empty category 10001 which via rollup configuration contains all the other categories like Puzzels 10001B, 180001, 180002B, and many more. Category 10001 is a empty category. It contains no products. All the other categories underneath it in the rollup configuration contain many products. All categories take part into the only one catalog 1. For the VAT taxes: When i insert under Accounting Tax Authorities and then under Belgium which has tax authority party _NA_ . I added for product rate a VAT line from 21% for the category 10003 only at the moment. I buy via ecommerce a product 10001_0003 for example which is a category 10001B member. (not a category 10003 member). So for category 10001B there is no VAT configured. The checkout review shows this: 10001_0003 Qty=1 Unit Price = 9.05€ Price Adjustment = €0.00 Subtotal=€9.05 . (this is the price without VAT) Subtotal: €9.05 Shipping and handling : 9.60€ Sales Taks: 2.02€(is then calculated on the 9.60€) Grand Total: 20.67€ What i see , is that per VAT line i add for other categories than the one of the product i buy in the Accounting ,Tax Authorities
Re: VAT problem
Hello Pierre, Yes i will create a jira issue. Eric Olagos bvba Heidi Dehaes Kerkstraat 34 2570 Duffel Belgium Tel. : 015/31 53 04 GSM :0485/22 35 80 E-mail : info.ola...@gmail.com http://www.olagos.eu http://www.olagos.com http://www.olagos.be http://www.olagos.nl 2015-02-20 15:24 GMT+01:00 Pierre Smits pierre.sm...@gmail.com: HI Eric, How do you envision that such a solution/tool (set of functionalities) should look like with respect to VAT setup verification? Feel free to create a JIRA issue if you believe such an improvement would be to the benefit of all. Best regards, Pierre Smits *ORRTIZ.COM http://www.orrtiz.com* Services Solutions for Cloud- Based Manufacturing, Professional Services and Retail Trade http://www.orrtiz.com On Fri, Feb 20, 2015 at 3:00 PM, eric.l...@ec.europa.eu wrote: Adrian, Jacques, In fact it is important here to mention that at the moment this way of setting the VAT taxes is one thing, but the second thing is to verify that all taxes are in the right manner set up and to do such a verification is very difficult in Ofbiz. There are no tools to help you decide that in your e-shop taxes are now ok for every country (for example in Europe). It should be very useful if there should be an overview page with all VAT taxes applied on all tax categories for all countries. Then you have one look and you know you have set it up right. Until now, it is more via experience that you know , oh my VAT tax for this category for that country was not set. So I have to inform the possible e-shop customer that the calculation was done wrong and I have to correct it and ask the customer to pay more . Regards, Eric -Original Message- From: Adrian Crum [mailto:adrian.c...@sandglass-software.com] Sent: Wednesday, March 13, 2013 3:36 PM To: user@ofbiz.apache.org Subject: Re: VAT problem I agree with Paul. Having tax-specific categories is the most reliable way to get VAT calculated correctly. -Adrian On 3/12/2013 2:42 AM, Paul Foxworthy wrote: Hi Eric, You are quite right that there is a problem with the handling of Shipping and Promotion tax in TaxAuthorityRateProduct, and the fix as I gather you have discovered is to set those things to Y only once. Those two flags have nothing to do with the ProductCategory and should be in a separate table. You may not have noticed that you can have many different product categories within different catalogs, and a product can belong to more than one. I would suggest that the categories for tax should be independent of the categories for user searching. If you do have a separate category, it probably doesn't need hierarchical rollup stuff. It might be as simple as a category TAXABLE or EU_VAT_TAXABLE. For instance in Australia, there are two sorts of food: basic unprocessed food, which is GST exempt, and processed food, which attracts GST like most other goods. Don't ask me what the difference is, or whether a specific food product is taxable or not. To my customer, I would present categories that actually make sense. I would have separate categories for taxability that the customer doesn't see. Cheers Paul Foxworthy Info Olagos wrote Yes, the empty category is for the rollup function. So that i can view in the ecommerce page in the rollup all my categories under this empty category in the rollup. Because the top category in the rollup is apparently not visible. So when i use a top category for the rollup with products in it, it should never see them in the page . Or i have to put it as promotions category perhaps. By the way: all this explanations are not for the www.olagos.eu . I am creating a new e-shop which i will make available when finished. Regards, Eric 2013/3/2 Jacques Le Roux lt; jacques.le.roux@ gt; Why do you have an empty categ? Jacques info.olagos wrote: Hello, I use ofbiz11.0.4 and found a real VAT problem. I have many categories residing under the catalog1 type browse root. The first category is an empty category 10001 which via rollup configuration contains all the other categories like Puzzels 10001B, 180001, 180002B, and many more. Category 10001 is a empty category. It contains no products. All the other categories underneath it in the rollup configuration contain many products. All categories take part into the only one catalog 1. For the VAT taxes: When i insert under Accounting Tax Authorities and then under Belgium which has tax authority party _NA_ . I added for product rate a VAT line from 21% for the category 10003 only at the moment. I buy via ecommerce a product 10001_0003 for example which is a category 10001B member. (not a category 10003 member
Re: VAT problem
It should be fairly easy to set up an automated test for that - using the existing test framework. Adrian Crum Sandglass Software www.sandglass-software.com On 2/20/2015 6:00 AM, eric.l...@ec.europa.eu wrote: Adrian, Jacques, In fact it is important here to mention that at the moment this way of setting the VAT taxes is one thing, but the second thing is to verify that all taxes are in the right manner set up and to do such a verification is very difficult in Ofbiz. There are no tools to help you decide that in your e-shop taxes are now ok for every country (for example in Europe). It should be very useful if there should be an overview page with all VAT taxes applied on all tax categories for all countries. Then you have one look and you know you have set it up right. Until now, it is more via experience that you know , oh my VAT tax for this category for that country was not set. So I have to inform the possible e-shop customer that the calculation was done wrong and I have to correct it and ask the customer to pay more . Regards, Eric -Original Message- From: Adrian Crum [mailto:adrian.c...@sandglass-software.com] Sent: Wednesday, March 13, 2013 3:36 PM To: user@ofbiz.apache.org Subject: Re: VAT problem I agree with Paul. Having tax-specific categories is the most reliable way to get VAT calculated correctly. -Adrian On 3/12/2013 2:42 AM, Paul Foxworthy wrote: Hi Eric, You are quite right that there is a problem with the handling of Shipping and Promotion tax in TaxAuthorityRateProduct, and the fix as I gather you have discovered is to set those things to Y only once. Those two flags have nothing to do with the ProductCategory and should be in a separate table. You may not have noticed that you can have many different product categories within different catalogs, and a product can belong to more than one. I would suggest that the categories for tax should be independent of the categories for user searching. If you do have a separate category, it probably doesn't need hierarchical rollup stuff. It might be as simple as a category TAXABLE or EU_VAT_TAXABLE. For instance in Australia, there are two sorts of food: basic unprocessed food, which is GST exempt, and processed food, which attracts GST like most other goods. Don't ask me what the difference is, or whether a specific food product is taxable or not. To my customer, I would present categories that actually make sense. I would have separate categories for taxability that the customer doesn't see. Cheers Paul Foxworthy Info Olagos wrote Yes, the empty category is for the rollup function. So that i can view in the ecommerce page in the rollup all my categories under this empty category in the rollup. Because the top category in the rollup is apparently not visible. So when i use a top category for the rollup with products in it, it should never see them in the page . Or i have to put it as promotions category perhaps. By the way: all this explanations are not for the www.olagos.eu . I am creating a new e-shop which i will make available when finished. Regards, Eric 2013/3/2 Jacques Le Roux lt; jacques.le.roux@ gt; Why do you have an empty categ? Jacques info.olagos wrote: Hello, I use ofbiz11.0.4 and found a real VAT problem. I have many categories residing under the catalog1 type browse root. The first category is an empty category 10001 which via rollup configuration contains all the other categories like Puzzels 10001B, 180001, 180002B, and many more. Category 10001 is a empty category. It contains no products. All the other categories underneath it in the rollup configuration contain many products. All categories take part into the only one catalog 1. For the VAT taxes: When i insert under Accounting Tax Authorities and then under Belgium which has tax authority party _NA_ . I added for product rate a VAT line from 21% for the category 10003 only at the moment. I buy via ecommerce a product 10001_0003 for example which is a category 10001B member. (not a category 10003 member). So for category 10001B there is no VAT configured. The checkout review shows this: 10001_0003 Qty=1 Unit Price = 9.05€ Price Adjustment = €0.00 Subtotal=€9.05 . (this is the price without VAT) Subtotal: €9.05 Shipping and handling : 9.60€ Sales Taks: 2.02€(is then calculated on the 9.60€) Grand Total: 20.67€ What i see , is that per VAT line i add for other categories than the one of the product i buy in the Accounting ,Tax Authorities , product rate tab, there is added 2.02 € sales tax per category i add . So if i add all my categories from the other products in the store, i come at the end up with a Sales Taks = 150 € added for any sale of any product. What do i wrong Or is there a bug in the system?? REgards, ERic -- Olagos bvba http://www.olagos.eu http://www.olagos.com http://www.olagos.be http://www.olagos.nl Olagos team Kerkstraat 34 2570 Duffel Belgium
RE: VAT problem
You mean a selenium test? Eric -Original Message- From: Adrian Crum [mailto:adrian.c...@sandglass-software.com] Sent: Friday, February 20, 2015 4:14 PM To: user@ofbiz.apache.org Subject: Re: VAT problem It should be fairly easy to set up an automated test for that - using the existing test framework. Adrian Crum Sandglass Software www.sandglass-software.com On 2/20/2015 6:00 AM, eric.l...@ec.europa.eu wrote: Adrian, Jacques, In fact it is important here to mention that at the moment this way of setting the VAT taxes is one thing, but the second thing is to verify that all taxes are in the right manner set up and to do such a verification is very difficult in Ofbiz. There are no tools to help you decide that in your e-shop taxes are now ok for every country (for example in Europe). It should be very useful if there should be an overview page with all VAT taxes applied on all tax categories for all countries. Then you have one look and you know you have set it up right. Until now, it is more via experience that you know , oh my VAT tax for this category for that country was not set. So I have to inform the possible e-shop customer that the calculation was done wrong and I have to correct it and ask the customer to pay more . Regards, Eric -Original Message- From: Adrian Crum [mailto:adrian.c...@sandglass-software.com] Sent: Wednesday, March 13, 2013 3:36 PM To: user@ofbiz.apache.org Subject: Re: VAT problem I agree with Paul. Having tax-specific categories is the most reliable way to get VAT calculated correctly. -Adrian On 3/12/2013 2:42 AM, Paul Foxworthy wrote: Hi Eric, You are quite right that there is a problem with the handling of Shipping and Promotion tax in TaxAuthorityRateProduct, and the fix as I gather you have discovered is to set those things to Y only once. Those two flags have nothing to do with the ProductCategory and should be in a separate table. You may not have noticed that you can have many different product categories within different catalogs, and a product can belong to more than one. I would suggest that the categories for tax should be independent of the categories for user searching. If you do have a separate category, it probably doesn't need hierarchical rollup stuff. It might be as simple as a category TAXABLE or EU_VAT_TAXABLE. For instance in Australia, there are two sorts of food: basic unprocessed food, which is GST exempt, and processed food, which attracts GST like most other goods. Don't ask me what the difference is, or whether a specific food product is taxable or not. To my customer, I would present categories that actually make sense. I would have separate categories for taxability that the customer doesn't see. Cheers Paul Foxworthy Info Olagos wrote Yes, the empty category is for the rollup function. So that i can view in the ecommerce page in the rollup all my categories under this empty category in the rollup. Because the top category in the rollup is apparently not visible. So when i use a top category for the rollup with products in it, it should never see them in the page . Or i have to put it as promotions category perhaps. By the way: all this explanations are not for the www.olagos.eu . I am creating a new e-shop which i will make available when finished. Regards, Eric 2013/3/2 Jacques Le Roux lt; jacques.le.roux@ gt; Why do you have an empty categ? Jacques info.olagos wrote: Hello, I use ofbiz11.0.4 and found a real VAT problem. I have many categories residing under the catalog1 type browse root. The first category is an empty category 10001 which via rollup configuration contains all the other categories like Puzzels 10001B, 180001, 180002B, and many more. Category 10001 is a empty category. It contains no products. All the other categories underneath it in the rollup configuration contain many products. All categories take part into the only one catalog 1. For the VAT taxes: When i insert under Accounting Tax Authorities and then under Belgium which has tax authority party _NA_ . I added for product rate a VAT line from 21% for the category 10003 only at the moment. I buy via ecommerce a product 10001_0003 for example which is a category 10001B member. (not a category 10003 member). So for category 10001B there is no VAT configured. The checkout review shows this: 10001_0003 Qty=1 Unit Price = 9.05€ Price Adjustment = €0.00 Subtotal=€9.05 . (this is the price without VAT) Subtotal: €9.05 Shipping and handling : 9.60€ Sales Taks: 2.02€(is then calculated on the 9.60€) Grand Total: 20.67€ What i see , is that per VAT line i add for other categories than the one of the product i buy in the Accounting ,Tax Authorities , product rate tab, there is added 2.02 € sales tax per category i add . So if i add all my categories from the other products in the store, i come
Re: Implement different VAT Behaviour
Hi Adrian, Having multiple (sub) tax authorities with each one product category and percentage, and each pointing to a specific GL account is a work-around. Regards, Pierre Smits *ORRTIZ.COM http://www.orrtiz.com* Services Solutions for Cloud- Based Manufacturing, Professional Services and Retail Trade http://www.orrtiz.com On Wed, Nov 12, 2014 at 4:41 PM, Adrian Stern adrian.st...@unchained.ch wrote: Ok. Now i understand. Overall it is a *yes* to the multi-account approach in the exact way described above, but additionally with multiple debit-accounts also per SSS rate. With this it is easy to calculate. An existing drawback is the JIRA issue you mentioned, because due to that it is not possible to post to multiple Tax-Accounts out of a single Tax-Authority. Like the description mentions, its necessary to be able to post to a tax-Account by Product Category. Maybe it is possible to simply create multiple tax-Authorities per SSS-Rate (nested ones) as a workaround? Freundliche Grüsse Adrian Stern unchained - web solutions adrian.st...@unchained.ch +41 79 292 83 47 On Wed, Nov 12, 2014 at 3:46 PM, Pierre Smits pierre.sm...@gmail.com wrote: Hi Adrian, See my comments inline. Regards, Pierre Smits *ORRTIZ.COM http://www.orrtiz.com* Services Solutions for Cloud- Based Manufacturing, Professional Services and Retail Trade http://www.orrtiz.com On Wed, Nov 12, 2014 at 3:03 PM, Adrian Stern adrian.st...@unchained.ch wrote: Hi Pierre I'm in the process of reading this book. So far i'm half way trough and it did clarify most of my configuration issues. The main issue lies in the internal workings of ofbiz which are not documented too well. Also there is a bit of a language barriere, which may be the main reason for me asking back. *For example:* Total VAT applicable turnover: 100 Total VAT collected: 8 Total VAT due (100 + 8) x 6% = 6.42 I know what those names mean and what the values represent. But i'm not entierly sure if i have access (do they exist in ofbiz?) to those values to work with. As far as i know there is only one value available which would be Total VAT collected - i believe this represents the GlAccount where the VAT billed to the customer is posted to.(Tax Authority GlAccount) As to the other one, Total VAT applicable turnover - where would this be stored? In what way would i access it? This would be equivalent to the gl account that you use to register your sales to. *Second:* Since there is more than one SSS rate involved i cannot post all the VAT collected to the same account, because i have to calculate the Total VAT due for only certain transactions. For Example: - *rateA*: Beer without alcohol: SSS is 0.1 - *rateB*: Beer with alcohol: SSS is 3.7 Thats the Reason for my previous example with the Accounts per SSS rate: - Total VAT applicable turnover *rateA*: 100 - Total VAT collected *rateA*: 8 - Total VAT due *rateA* (100+8) x 0.1% = x.zy - --- - Total VAT applicable turnover *rateB*: 50 - Total VAT collected *rateB*: 2.5 - Total VAT due *rateB* (100+2.5) x 3.7% = x.zy Thus my idea of creating one Tax-Account per SSS rate to which all VAT collected will be postet in regards to the SSS rate they need to be further processed with. It seems to me that your predicament is equivalent to the following JIRA issue: https://issues.apache.org/jira/browse/OFBIZ-5403 For now i'm seeking a viable approach to later implemet the SSS Tax. If i had those three accounts per SSS rate: *applicable turnover*, *collected*, *due* i could calculate *due* by turnover and collected and as you mentioned reset those two accounts to 0 while keeping *due* until the end of the period. Have a look at balance and income statement generated by your OFBiz implementation. Freundliche Grüsse Adrian Stern unchained - web solutions adrian.st...@unchained.ch +41 79 292 83 47 On Wed, Nov 12, 2014 at 9:07 AM, Pierre Smits pierre.sm...@gmail.com wrote:
Re: Implement different VAT Behaviour
Adrian, No worries It seems to me that you're missing some vital knowledge regarding working with the accounting module of OFBiz. I advise you to get the 'Getting Started With Apache OFBiz Accounting' book, written by our fellow contributor Sharan Foga. It will be a EURO 50,-- (or thereabouts) well spent to get acquainted with the component. For more details on the book, see: http://www.lulu.com/shop/sharan-foga/getting-started-with-apache-ofbiz-accounting/paperback/product-21841766.html , or contact Sharan. Furthermore you can: - get in touch with someone who understands Swiss accounting and taxes and solicit his advice, and/or - get in touch with someone who understands accounting in relation to OFBiz and solicit support to get your issue resolved. I am certain that such much be achievable. Best regards, Pierre Smits *ORRTIZ.COM http://www.orrtiz.com* Services Solutions for Cloud- Based Manufacturing, Professional Services and Retail Trade http://www.orrtiz.com On Tue, Nov 11, 2014 at 10:12 AM, Adrian Stern adrian.st...@unchained.ch wrote: Hi Pierre As always tanks for your effort. You say I've got this information at my disposal. In what form? Where? I'am asking because I'm not sure if you're implying that I can use those values in code or if I find them somewhere else. One more Problem. I should've mentioned it from the start but there is more than one SSS rate, just as there is more than one VAT rate. Depending on the product/service sold i have to use one of these rates here http://www.admin.ch/opc/de/classified-compilation/20102858/index.html to calculate Total VAT due. If i could get a split like: - Total VAT applicable turnover *rateA*: 100 - Total VAT collected *rateA*: 8 - Total VAT due *rateA* (100+8) x 6% = 6.42 - --- - Total VAT applicable turnover *rateB*: 50 - Total VAT collected *rateB*: 2.5 - Total VAT due *rateB* (100+2.5) x 3% = 3.075 Like creating different Tax accounts to use for the different SSS rates. Would such a setup be possible? How would I Access the VAT collected, turnover, due information? Freundliche Grüsse Adrian Stern unchained - web solutions adrian.st...@unchained.ch +41 79 292 83 47 On Mon, Nov 10, 2014 at 4:36 PM, Pierre Smits pierre.sm...@gmail.com wrote: Hi Adrian, Please see my comment(s) inline. Regards, Pierre Smits *ORRTIZ.COM http://www.orrtiz.com* Services Solutions for Cloud- Based Manufacturing, Professional Services and Retail Trade http://www.orrtiz.com On Mon, Nov 10, 2014 at 3:30 PM, Adrian Stern adrian.st...@unchained.ch wrote: Yes. Tax is not easy. You did understand me correctly and yes it is some kind of subsidy scheme. I'm afraid I cannot follow you. Let me racap. Since i always bill the customer for the net amount plus 8% VAT - I should configure that. This will fill my Tax account with the amounts due for the different VAT Rates and also create me the correct invoice to bill the customer. Yes, in order to get correct invoicing and VAT collection from your customer you have to set the tax category and the appropriate percentage (8%). This will lead to GL transactions of the following kind: Debtors (accounts receivable): 108 debit (asset) VAT collected: 8 credit (liability) Turnover on sales: 100 credit (income) Nothing needs to be done additionally configuration wise. But how would I correct this after? I would have to check each invoice by hand (or create an export for calculation) and manually subtract this amount from the tax account. This would be a lot of work. In addition, would the balance be wrong most of the time since it includes the VAT Rates and not the SSS Rate. I don't believe any accountant would like that. Now, whenever (at the end of each period) you have to submit your VAT declaration to the Swiss tax authority, you have the following information at your disposal to generate the statement: Total VAT applicable turnover: 100 Total VAT collected: 8 Total VAT due (100 + 8) x 6% = 6.42 So your GL transaction regarding this would/could be: VAT Transfer account: 8 debit (countering the previous transaction entry, rendering the balance to 0) VAT due: 6.42 credit (liability) VAT deferred 1.58 credit (income - subsidy aspect for small companies) This would eliminate the need to implement the following: What do you mean by specific tax categorization of product-customer combinations? I assume you don't mean the categories tab from tax authorities? So what do you mean more specifically by reducing the percentage with it? Freundliche Grüsse Adrian Stern unchained - web solutions adrian.st...@unchained.ch +41 79 292 83 47 On Mon, Nov 10, 2014 at 1:32 PM, Pierre Smits pierre.sm...@gmail.com
Re: Implement different VAT Behaviour
Hi Pierre I'm in the process of reading this book. So far i'm half way trough and it did clarify most of my configuration issues. The main issue lies in the internal workings of ofbiz which are not documented too well. Also there is a bit of a language barriere, which may be the main reason for me asking back. *For example:* Total VAT applicable turnover: 100 Total VAT collected: 8 Total VAT due (100 + 8) x 6% = 6.42 I know what those names mean and what the values represent. But i'm not entierly sure if i have access (do they exist in ofbiz?) to those values to work with. As far as i know there is only one value available which would be Total VAT collected - i believe this represents the GlAccount where the VAT billed to the customer is posted to.(Tax Authority GlAccount) As to the other one, Total VAT applicable turnover - where would this be stored? In what way would i access it? *Second:* Since there is more than one SSS rate involved i cannot post all the VAT collected to the same account, because i have to calculate the Total VAT due for only certain transactions. For Example: - *rateA*: Beer without alcohol: SSS is 0.1 - *rateB*: Beer with alcohol: SSS is 3.7 Thats the Reason for my previous example with the Accounts per SSS rate: - Total VAT applicable turnover *rateA*: 100 - Total VAT collected *rateA*: 8 - Total VAT due *rateA* (100+8) x 0.1% = x.zy - --- - Total VAT applicable turnover *rateB*: 50 - Total VAT collected *rateB*: 2.5 - Total VAT due *rateB* (100+2.5) x 3.7% = x.zy Thus my idea of creating one Tax-Account per SSS rate to which all VAT collected will be postet in regards to the SSS rate they need to be further processed with. For now i'm seeking a viable approach to later implemet the SSS Tax. If i had those three accounts per SSS rate: *applicable turnover*, *collected*, *due* i could calculate *due* by turnover and collected and as you mentioned reset those two accounts to 0 while keeping *due* until the end of the period. Freundliche Grüsse Adrian Stern unchained - web solutions adrian.st...@unchained.ch +41 79 292 83 47 On Wed, Nov 12, 2014 at 9:07 AM, Pierre Smits pierre.sm...@gmail.com wrote: Adrian, No worries It seems to me that you're missing some vital knowledge regarding working with the accounting module of OFBiz. I advise you to get the 'Getting Started With Apache OFBiz Accounting' book, written by our fellow contributor Sharan Foga. It will be a EURO 50,-- (or thereabouts) well spent to get acquainted with the component. For more details on the book, see: http://www.lulu.com/shop/sharan-foga/getting-started-with-apache-ofbiz-accounting/paperback/product-21841766.html , or contact Sharan. Furthermore you can: - get in touch with someone who understands Swiss accounting and taxes and solicit his advice, and/or - get in touch with someone who understands accounting in relation to OFBiz and solicit support to get your issue resolved. I am certain that such much be achievable. Best regards, Pierre Smits *ORRTIZ.COM http://www.orrtiz.com* Services Solutions for Cloud- Based Manufacturing, Professional Services and Retail Trade http://www.orrtiz.com On Tue, Nov 11, 2014 at 10:12 AM, Adrian Stern adrian.st...@unchained.ch wrote: Hi Pierre As always tanks for your effort. You say I've got this information at my disposal. In what form? Where? I'am asking because I'm not sure if you're implying that I can use those values in code or if I find them somewhere else. One more Problem. I should've mentioned it from the start but there is more than one SSS rate, just as there is more than one VAT rate. Depending on the product/service sold i have to use one of these rates here http://www.admin.ch/opc/de/classified-compilation/20102858/index.html to calculate Total VAT due. If i could get a split like: - Total VAT applicable turnover *rateA*: 100 - Total VAT collected *rateA*: 8 - Total VAT due *rateA* (100+8) x 6% = 6.42 - --- - Total VAT applicable turnover *rateB*: 50 - Total VAT collected *rateB*: 2.5 - Total VAT due *rateB* (100+2.5) x 3% = 3.075 Like creating different Tax accounts to use for the different SSS rates. Would such a setup be possible? How would I Access the VAT collected, turnover, due information? Freundliche Grüsse Adrian Stern unchained - web solutions adrian.st...@unchained.ch +41 79 292 83 47 On Mon, Nov 10, 2014 at 4:36 PM, Pierre Smits pierre.sm...@gmail.com wrote: Hi Adrian, Please see my comment(s) inline. Regards, Pierre Smits *ORRTIZ.COM http://www.orrtiz.com* Services Solutions for Cloud- Based Manufacturing, Professional Services and Retail Trade http://www.orrtiz.com On Mon, Nov
Re: Implement different VAT Behaviour
Hi Adrian, See my comments inline. Regards, Pierre Smits *ORRTIZ.COM http://www.orrtiz.com* Services Solutions for Cloud- Based Manufacturing, Professional Services and Retail Trade http://www.orrtiz.com On Wed, Nov 12, 2014 at 3:03 PM, Adrian Stern adrian.st...@unchained.ch wrote: Hi Pierre I'm in the process of reading this book. So far i'm half way trough and it did clarify most of my configuration issues. The main issue lies in the internal workings of ofbiz which are not documented too well. Also there is a bit of a language barriere, which may be the main reason for me asking back. *For example:* Total VAT applicable turnover: 100 Total VAT collected: 8 Total VAT due (100 + 8) x 6% = 6.42 I know what those names mean and what the values represent. But i'm not entierly sure if i have access (do they exist in ofbiz?) to those values to work with. As far as i know there is only one value available which would be Total VAT collected - i believe this represents the GlAccount where the VAT billed to the customer is posted to.(Tax Authority GlAccount) As to the other one, Total VAT applicable turnover - where would this be stored? In what way would i access it? This would be equivalent to the gl account that you use to register your sales to. *Second:* Since there is more than one SSS rate involved i cannot post all the VAT collected to the same account, because i have to calculate the Total VAT due for only certain transactions. For Example: - *rateA*: Beer without alcohol: SSS is 0.1 - *rateB*: Beer with alcohol: SSS is 3.7 Thats the Reason for my previous example with the Accounts per SSS rate: - Total VAT applicable turnover *rateA*: 100 - Total VAT collected *rateA*: 8 - Total VAT due *rateA* (100+8) x 0.1% = x.zy - --- - Total VAT applicable turnover *rateB*: 50 - Total VAT collected *rateB*: 2.5 - Total VAT due *rateB* (100+2.5) x 3.7% = x.zy Thus my idea of creating one Tax-Account per SSS rate to which all VAT collected will be postet in regards to the SSS rate they need to be further processed with. It seems to me that your predicament is equivalent to the following JIRA issue: https://issues.apache.org/jira/browse/OFBIZ-5403 For now i'm seeking a viable approach to later implemet the SSS Tax. If i had those three accounts per SSS rate: *applicable turnover*, *collected*, *due* i could calculate *due* by turnover and collected and as you mentioned reset those two accounts to 0 while keeping *due* until the end of the period. Have a look at balance and income statement generated by your OFBiz implementation. Freundliche Grüsse Adrian Stern unchained - web solutions adrian.st...@unchained.ch +41 79 292 83 47 On Wed, Nov 12, 2014 at 9:07 AM, Pierre Smits pierre.sm...@gmail.com wrote:
Re: Implement different VAT Behaviour
Ok. Now i understand. Overall it is a *yes* to the multi-account approach in the exact way described above, but additionally with multiple debit-accounts also per SSS rate. With this it is easy to calculate. An existing drawback is the JIRA issue you mentioned, because due to that it is not possible to post to multiple Tax-Accounts out of a single Tax-Authority. Like the description mentions, its necessary to be able to post to a tax-Account by Product Category. Maybe it is possible to simply create multiple tax-Authorities per SSS-Rate (nested ones) as a workaround? Freundliche Grüsse Adrian Stern unchained - web solutions adrian.st...@unchained.ch +41 79 292 83 47 On Wed, Nov 12, 2014 at 3:46 PM, Pierre Smits pierre.sm...@gmail.com wrote: Hi Adrian, See my comments inline. Regards, Pierre Smits *ORRTIZ.COM http://www.orrtiz.com* Services Solutions for Cloud- Based Manufacturing, Professional Services and Retail Trade http://www.orrtiz.com On Wed, Nov 12, 2014 at 3:03 PM, Adrian Stern adrian.st...@unchained.ch wrote: Hi Pierre I'm in the process of reading this book. So far i'm half way trough and it did clarify most of my configuration issues. The main issue lies in the internal workings of ofbiz which are not documented too well. Also there is a bit of a language barriere, which may be the main reason for me asking back. *For example:* Total VAT applicable turnover: 100 Total VAT collected: 8 Total VAT due (100 + 8) x 6% = 6.42 I know what those names mean and what the values represent. But i'm not entierly sure if i have access (do they exist in ofbiz?) to those values to work with. As far as i know there is only one value available which would be Total VAT collected - i believe this represents the GlAccount where the VAT billed to the customer is posted to.(Tax Authority GlAccount) As to the other one, Total VAT applicable turnover - where would this be stored? In what way would i access it? This would be equivalent to the gl account that you use to register your sales to. *Second:* Since there is more than one SSS rate involved i cannot post all the VAT collected to the same account, because i have to calculate the Total VAT due for only certain transactions. For Example: - *rateA*: Beer without alcohol: SSS is 0.1 - *rateB*: Beer with alcohol: SSS is 3.7 Thats the Reason for my previous example with the Accounts per SSS rate: - Total VAT applicable turnover *rateA*: 100 - Total VAT collected *rateA*: 8 - Total VAT due *rateA* (100+8) x 0.1% = x.zy - --- - Total VAT applicable turnover *rateB*: 50 - Total VAT collected *rateB*: 2.5 - Total VAT due *rateB* (100+2.5) x 3.7% = x.zy Thus my idea of creating one Tax-Account per SSS rate to which all VAT collected will be postet in regards to the SSS rate they need to be further processed with. It seems to me that your predicament is equivalent to the following JIRA issue: https://issues.apache.org/jira/browse/OFBIZ-5403 For now i'm seeking a viable approach to later implemet the SSS Tax. If i had those three accounts per SSS rate: *applicable turnover*, *collected*, *due* i could calculate *due* by turnover and collected and as you mentioned reset those two accounts to 0 while keeping *due* until the end of the period. Have a look at balance and income statement generated by your OFBiz implementation. Freundliche Grüsse Adrian Stern unchained - web solutions adrian.st...@unchained.ch +41 79 292 83 47 On Wed, Nov 12, 2014 at 9:07 AM, Pierre Smits pierre.sm...@gmail.com wrote:
Re: Implement different VAT Behaviour
Hi Pierre As always tanks for your effort. You say I've got this information at my disposal. In what form? Where? I'am asking because I'm not sure if you're implying that I can use those values in code or if I find them somewhere else. One more Problem. I should've mentioned it from the start but there is more than one SSS rate, just as there is more than one VAT rate. Depending on the product/service sold i have to use one of these rates here http://www.admin.ch/opc/de/classified-compilation/20102858/index.html to calculate Total VAT due. If i could get a split like: - Total VAT applicable turnover *rateA*: 100 - Total VAT collected *rateA*: 8 - Total VAT due *rateA* (100+8) x 6% = 6.42 - --- - Total VAT applicable turnover *rateB*: 50 - Total VAT collected *rateB*: 2.5 - Total VAT due *rateB* (100+2.5) x 3% = 3.075 Like creating different Tax accounts to use for the different SSS rates. Would such a setup be possible? How would I Access the VAT collected, turnover, due information? Freundliche Grüsse Adrian Stern unchained - web solutions adrian.st...@unchained.ch +41 79 292 83 47 On Mon, Nov 10, 2014 at 4:36 PM, Pierre Smits pierre.sm...@gmail.com wrote: Hi Adrian, Please see my comment(s) inline. Regards, Pierre Smits *ORRTIZ.COM http://www.orrtiz.com* Services Solutions for Cloud- Based Manufacturing, Professional Services and Retail Trade http://www.orrtiz.com On Mon, Nov 10, 2014 at 3:30 PM, Adrian Stern adrian.st...@unchained.ch wrote: Yes. Tax is not easy. You did understand me correctly and yes it is some kind of subsidy scheme. I'm afraid I cannot follow you. Let me racap. Since i always bill the customer for the net amount plus 8% VAT - I should configure that. This will fill my Tax account with the amounts due for the different VAT Rates and also create me the correct invoice to bill the customer. Yes, in order to get correct invoicing and VAT collection from your customer you have to set the tax category and the appropriate percentage (8%). This will lead to GL transactions of the following kind: Debtors (accounts receivable): 108 debit (asset) VAT collected: 8 credit (liability) Turnover on sales: 100 credit (income) Nothing needs to be done additionally configuration wise. But how would I correct this after? I would have to check each invoice by hand (or create an export for calculation) and manually subtract this amount from the tax account. This would be a lot of work. In addition, would the balance be wrong most of the time since it includes the VAT Rates and not the SSS Rate. I don't believe any accountant would like that. Now, whenever (at the end of each period) you have to submit your VAT declaration to the Swiss tax authority, you have the following information at your disposal to generate the statement: Total VAT applicable turnover: 100 Total VAT collected: 8 Total VAT due (100 + 8) x 6% = 6.42 So your GL transaction regarding this would/could be: VAT Transfer account: 8 debit (countering the previous transaction entry, rendering the balance to 0) VAT due: 6.42 credit (liability) VAT deferred 1.58 credit (income - subsidy aspect for small companies) This would eliminate the need to implement the following: What do you mean by specific tax categorization of product-customer combinations? I assume you don't mean the categories tab from tax authorities? So what do you mean more specifically by reducing the percentage with it? Freundliche Grüsse Adrian Stern unchained - web solutions adrian.st...@unchained.ch +41 79 292 83 47 On Mon, Nov 10, 2014 at 1:32 PM, Pierre Smits pierre.sm...@gmail.com wrote: Adrian, Always keep in mind what the legal and fiscal requirements are that are imposed on your company. If I understand you posting correctly you are required to include tax for 8% VAT regarding the net amount on the invoice to your customer. Your customer must pay this 108% to you. I also understand that at the end of a certain period you must submit your VAT tax statement pertaining the invoice of 100. On that statement you have to declare 6% of 108 (100 +8%) as the VAT due. Now, the following question might help you to find the answer to your question/request: what about the difference between the 8 mentioned on the invoice and the 6,48 that you are required to pay to the tax authority? Are you required to refund the customer, or is it some kind of subsidy scheme in your country to further your company? Anyway, I would suggest to avoid - as much as possible - increasing your invoicing scheme and your gl setup with some complex price ruling mechanism to get to the 6.48. If you are expected (at periods end) to have only included VAT up to 6.48 you can either correct this manually
Implement different VAT Behaviour
Hi For smaller businesses we have an alternative kind of VAT called Saldosteuersatz (Balance based taxes). They work similar to regular VAT with a few key differences. On Regular VAT i have a sales order for products with a total amount of 100.- witch will create a 108.- invoice (+8% VAT). These 8% will be posted to the Tax Account in GL. At the end of a periode i have to pay whatever amount is inside this account. 108 - Accounts Receivable (Debit) 8 - Tax Payable On Balance based taxes I am allowed to bill the customer with VAT-Rates but are only obliged to pay taxes of 6% of the invoices total. I have the same sales order for 100.- resulting in an invoice of 108.-. But this time the 8% VAT shall not be posted to GL at all. In the end of the year i have to pay 6% (Balance based tax rate) of the billed 108.- resulting in a payment of 6.48.-. 108 - Accounts Receivable (Debit) (Bill) 6.48 - Tax Payable *I would like to hear your opinions about how to best implement this.* I could implement the 8% taxes with price rules (Default Price + 8%) and implement the 6% as VAT. The problem here is that the resulting invoice will show a total of (product price) + (price rule) + (Vat) - 100 + 8 + 4.48 = 114.48 while i'am only allowed to invoice 108.-. Correct would be: 1) A Bill for the amount of Product Price + VAT = 108.- 2) 6% of 108.- posted to the Tax account Freundliche Grüsse Adrian Stern unchained - web solutions adrian.st...@unchained.ch +41 79 292 83 47
Re: Implement different VAT Behaviour
Adrian, Always keep in mind what the legal and fiscal requirements are that are imposed on your company. If I understand you posting correctly you are required to include tax for 8% VAT regarding the net amount on the invoice to your customer. Your customer must pay this 108% to you. I also understand that at the end of a certain period you must submit your VAT tax statement pertaining the invoice of 100. On that statement you have to declare 6% of 108 (100 +8%) as the VAT due. Now, the following question might help you to find the answer to your question/request: what about the difference between the 8 mentioned on the invoice and the 6,48 that you are required to pay to the tax authority? Are you required to refund the customer, or is it some kind of subsidy scheme in your country to further your company? Anyway, I would suggest to avoid - as much as possible - increasing your invoicing scheme and your gl setup with some complex price ruling mechanism to get to the 6.48. If you are expected (at periods end) to have only included VAT up to 6.48 you can either correct this manually then, or reduce the percentage through specific tax categorisation of those product-customer combinations. Tax is never easy! Best regards, Pierre Smits *ORRTIZ.COM http://www.orrtiz.com* Services Solutions for Cloud- Based Manufacturing, Professional Services and Retail Trade http://www.orrtiz.com
Re: Implement different VAT Behaviour
Yes. Tax is not easy. You did understand me correctly and yes it is some kind of subsidy scheme. I'm afraid I cannot follow you. Let me racap. Since i always bill the customer for the net amount plus 8% VAT - I should configure that. This will fill my Tax account with the amounts due for the different VAT Rates and also create me the correct invoice to bill the customer. But how would I correct this after? I would have to check each invoice by hand (or create an export for calculation) and manually subtract this amount from the tax account. This would be a lot of work. In addition, would the balance be wrong most of the time since it includes the VAT Rates and not the SSS Rate. I don't believe any accountant would like that. What do you mean by specific tax categorization of product-customer combinations? I assume you don't mean the categories tab from tax authorities? So what do you mean more specifically by reducing the percentage with it? Freundliche Grüsse Adrian Stern unchained - web solutions adrian.st...@unchained.ch +41 79 292 83 47 On Mon, Nov 10, 2014 at 1:32 PM, Pierre Smits pierre.sm...@gmail.com wrote: Adrian, Always keep in mind what the legal and fiscal requirements are that are imposed on your company. If I understand you posting correctly you are required to include tax for 8% VAT regarding the net amount on the invoice to your customer. Your customer must pay this 108% to you. I also understand that at the end of a certain period you must submit your VAT tax statement pertaining the invoice of 100. On that statement you have to declare 6% of 108 (100 +8%) as the VAT due. Now, the following question might help you to find the answer to your question/request: what about the difference between the 8 mentioned on the invoice and the 6,48 that you are required to pay to the tax authority? Are you required to refund the customer, or is it some kind of subsidy scheme in your country to further your company? Anyway, I would suggest to avoid - as much as possible - increasing your invoicing scheme and your gl setup with some complex price ruling mechanism to get to the 6.48. If you are expected (at periods end) to have only included VAT up to 6.48 you can either correct this manually then, or reduce the percentage through specific tax categorisation of those product-customer combinations. Tax is never easy! Best regards, Pierre Smits *ORRTIZ.COM http://www.orrtiz.com* Services Solutions for Cloud- Based Manufacturing, Professional Services and Retail Trade http://www.orrtiz.com
Re: Implement different VAT Behaviour
Hi Adrian, Please see my comment(s) inline. Regards, Pierre Smits *ORRTIZ.COM http://www.orrtiz.com* Services Solutions for Cloud- Based Manufacturing, Professional Services and Retail Trade http://www.orrtiz.com On Mon, Nov 10, 2014 at 3:30 PM, Adrian Stern adrian.st...@unchained.ch wrote: Yes. Tax is not easy. You did understand me correctly and yes it is some kind of subsidy scheme. I'm afraid I cannot follow you. Let me racap. Since i always bill the customer for the net amount plus 8% VAT - I should configure that. This will fill my Tax account with the amounts due for the different VAT Rates and also create me the correct invoice to bill the customer. Yes, in order to get correct invoicing and VAT collection from your customer you have to set the tax category and the appropriate percentage (8%). This will lead to GL transactions of the following kind: Debtors (accounts receivable): 108 debit (asset) VAT collected: 8 credit (liability) Turnover on sales: 100 credit (income) Nothing needs to be done additionally configuration wise. But how would I correct this after? I would have to check each invoice by hand (or create an export for calculation) and manually subtract this amount from the tax account. This would be a lot of work. In addition, would the balance be wrong most of the time since it includes the VAT Rates and not the SSS Rate. I don't believe any accountant would like that. Now, whenever (at the end of each period) you have to submit your VAT declaration to the Swiss tax authority, you have the following information at your disposal to generate the statement: Total VAT applicable turnover: 100 Total VAT collected: 8 Total VAT due (100 + 8) x 6% = 6.42 So your GL transaction regarding this would/could be: VAT Transfer account: 8 debit (countering the previous transaction entry, rendering the balance to 0) VAT due: 6.42 credit (liability) VAT deferred 1.58 credit (income - subsidy aspect for small companies) This would eliminate the need to implement the following: What do you mean by specific tax categorization of product-customer combinations? I assume you don't mean the categories tab from tax authorities? So what do you mean more specifically by reducing the percentage with it? Freundliche Grüsse Adrian Stern unchained - web solutions adrian.st...@unchained.ch +41 79 292 83 47 On Mon, Nov 10, 2014 at 1:32 PM, Pierre Smits pierre.sm...@gmail.com wrote: Adrian, Always keep in mind what the legal and fiscal requirements are that are imposed on your company. If I understand you posting correctly you are required to include tax for 8% VAT regarding the net amount on the invoice to your customer. Your customer must pay this 108% to you. I also understand that at the end of a certain period you must submit your VAT tax statement pertaining the invoice of 100. On that statement you have to declare 6% of 108 (100 +8%) as the VAT due. Now, the following question might help you to find the answer to your question/request: what about the difference between the 8 mentioned on the invoice and the 6,48 that you are required to pay to the tax authority? Are you required to refund the customer, or is it some kind of subsidy scheme in your country to further your company? Anyway, I would suggest to avoid - as much as possible - increasing your invoicing scheme and your gl setup with some complex price ruling mechanism to get to the 6.48. If you are expected (at periods end) to have only included VAT up to 6.48 you can either correct this manually then, or reduce the percentage through specific tax categorisation of those product-customer combinations. Tax is never easy! Best regards, Pierre Smits *ORRTIZ.COM http://www.orrtiz.com* Services Solutions for Cloud- Based Manufacturing, Professional Services and Retail Trade http://www.orrtiz.com
Re: Setup VAT-Taxes
Hi Sharan I tried the process starting from a sales order. The prices where added automatically but there where still no taxes calculated. No Tax-Account used in balance. The process of creating a sales order was a bit painful. I had to create payment methods for the store - which does make sense. When i was finalizing my order i hit complete many times but it was just reloading the same page without a message explaining why the order could not be created... after adjusting a few things it works but i dont know exactly why as of yet. *So the Questtion: *When you tried this steps, where the taxes applied correctly? Freundliche Grüsse Adrian Stern unchained - web solutions adrian.st...@unchained.ch +41 79 292 83 47 On Thu, Oct 9, 2014 at 1:39 PM, Adrian Stern adrian.st...@unchained.ch wrote: This is my business mail address. I will not use the other one anymore. Freundliche Grüsse Adrian Stern unchained - web solutions adrian.st...@unchained.ch +41 79 292 83 47
Re: Setup VAT-Taxes
This is my business mail address. I will not use the other one anymore. Freundliche Grüsse Adrian Stern unchained - web solutions adrian.st...@unchained.ch +41 79 292 83 47
Re: Setup VAT-Taxes
Small Update: The 5-Step Accounting Guide does not help with tax matters. I've ordered the book and it should arrive sometimes next week. I've found out what nexus means for a company and changed the setting to Y. Which did not help. Also i changed the Tax-Type from VAT to Sales Tax in order to verify if it works with this seemingly more common setting. It did not. What i did to check if the settings apply and the taxes get calculated is to create an invoice with the product from my catalog, created a payment with the necessary amount and paid it. To check the glAccouns i used the Trial Balance. For my understanding: Is Nexus basically defines if a party has to actually pay taxes because some treshold is reached. *Is my understanding of nexus correct?* *Does the Trial Balance and my general procedure to test taxes suffice?* On 6 October 2014 14:29, Adrian Stern archd...@gmail.com wrote: @Pierre Smits Thanks for your Reply. Both of this i did. The percentage is used was 10 instead of 0.1. But if it had worked, the numbers would've just been bigger. Also i did create the Link to Company. @joelfradkin Since you're talking about a whole book, which i cannot purchase in time, is this by chance what you are talking about? https://de.scribd.com/doc/138056993/Accounting-5-Step-Guide When i've found the time to read en re-check, i will reply once more. So thanks for the time being. On 3 October 2014 19:22, joelfrad...@gmail.com joelfrad...@gmail.com wrote: Getting started with apache OFBiz accounting by Sharon Foga has a example of adding a new tax authority. Not sure this is what you are looking for as it does not mention in the steps VAT. Her steps are create tax authority party, tax authority setup rates, region),link the tax authority to the company, process a customer order to veify that the rate from new authority is applied. Hope that helps. - Joel Fradkin -- View this message in context: http://ofbiz.135035.n4.nabble.com/Setup-VAT-Taxes-tp4656487p4656494.html Sent from the OFBiz - User mailing list archive at Nabble.com.
Re: Setup VAT-Taxes
Adrian, For a short explanation on nexus, in the tax context, have a look here: http://en.wikipedia.org/wiki/State_income_tax#Nexus In general, the nexus is the party responsible for the taxes due by its subsidiaries. Best regards, Pierre Smits *ORRTIZ.COM http://www.orrtiz.com* Services Solutions for Cloud- Based Manufacturing, Professional Services and Retail Trade http://www.orrtiz.com On Wed, Oct 8, 2014 at 10:55 AM, Adrian Stern archd...@gmail.com wrote: Small Update: The 5-Step Accounting Guide does not help with tax matters. I've ordered the book and it should arrive sometimes next week. I've found out what nexus means for a company and changed the setting to Y. Which did not help. Also i changed the Tax-Type from VAT to Sales Tax in order to verify if it works with this seemingly more common setting. It did not. What i did to check if the settings apply and the taxes get calculated is to create an invoice with the product from my catalog, created a payment with the necessary amount and paid it. To check the glAccouns i used the Trial Balance. For my understanding: Is Nexus basically defines if a party has to actually pay taxes because some treshold is reached. *Is my understanding of nexus correct?* *Does the Trial Balance and my general procedure to test taxes suffice?* On 6 October 2014 14:29, Adrian Stern archd...@gmail.com wrote: @Pierre Smits Thanks for your Reply. Both of this i did. The percentage is used was 10 instead of 0.1. But if it had worked, the numbers would've just been bigger. Also i did create the Link to Company. @joelfradkin Since you're talking about a whole book, which i cannot purchase in time, is this by chance what you are talking about? https://de.scribd.com/doc/138056993/Accounting-5-Step-Guide When i've found the time to read en re-check, i will reply once more. So thanks for the time being. On 3 October 2014 19:22, joelfrad...@gmail.com joelfrad...@gmail.com wrote: Getting started with apache OFBiz accounting by Sharon Foga has a example of adding a new tax authority. Not sure this is what you are looking for as it does not mention in the steps VAT. Her steps are create tax authority party, tax authority setup rates, region),link the tax authority to the company, process a customer order to veify that the rate from new authority is applied. Hope that helps. - Joel Fradkin -- View this message in context: http://ofbiz.135035.n4.nabble.com/Setup-VAT-Taxes-tp4656487p4656494.html Sent from the OFBiz - User mailing list archive at Nabble.com.
Re: Setup VAT-Taxes
@Pierre Smits Thanks for your Reply. Both of this i did. The percentage is used was 10 instead of 0.1. But if it had worked, the numbers would've just been bigger. Also i did create the Link to Company. @joelfradkin Since you're talking about a whole book, which i cannot purchase in time, is this by chance what you are talking about? https://de.scribd.com/doc/138056993/Accounting-5-Step-Guide When i've found the time to read en re-check, i will reply once more. So thanks for the time being. On 3 October 2014 19:22, joelfrad...@gmail.com joelfrad...@gmail.com wrote: Getting started with apache OFBiz accounting by Sharon Foga has a example of adding a new tax authority. Not sure this is what you are looking for as it does not mention in the steps VAT. Her steps are create tax authority party, tax authority setup rates, region),link the tax authority to the company, process a customer order to veify that the rate from new authority is applied. Hope that helps. - Joel Fradkin -- View this message in context: http://ofbiz.135035.n4.nabble.com/Setup-VAT-Taxes-tp4656487p4656494.html Sent from the OFBiz - User mailing list archive at Nabble.com.
Setup VAT-Taxes
Hi I've spent the last two days trying to setung VAT-Taxes for Switzerland. Well... first just a working configuration and from there i will got further. So using the Information i've found in various snippets of unfinished documentation i've created a TaxAuthority and setup a Catalog containing a Category which contains a single product. When i create a new invoice and add the product (for which i did define a price), the price is not added to the invoice. Also if i set a Price manually in the position of the invoice, the taxes don't get added to it. So my conclusion is: None of he below mentioned Documentation shows the big picture necessary to understand the VAT-Implementation giving realistic expectation about what is gonna work, thus leaving out importent parts making it impossible to work with them. *If someone could point me to a usable documentation of the topic or could tell me the key-settings for enabling VAT. I would really appreciate it. If i get it to work satisfactory, i will create a documentation and put it in the wiki at the end of the semester.* Something like a checklist maybe? 1. Create Products 1. Enable foo on product 2. Setting bar on category 2. Create Tax Authority 1. And so on... Tax: 1. https://cwiki.apache.org/confluence/display/OFBIZ/08+Tax+Authorities 2. https://cwiki.apache.org/confluence/display/OFBTECH/OFBiz's+Tax+Authority+Data+Model 3. https://cwiki.apache.org/confluence/display/OFBIZ/VAT Catalog: 1. Set up catalog/categories http://www.hotwaxmedia.com/apache-ofbiz-blog/ofbiz-tutorial-how-to-setup-the-ofbiz-catalog-manager/ 2. http://ritesht.blogspot.ch/2008/03/categories-and-catalog.html Various 1. Ofbiz Tutorials - Hotwaxmedia http://www.hotwaxmedia.com/apache-ofbiz-erp/tutorials/ 2. https://cwiki.apache.org/confluence/display/OFBIZ/FAQ+-+Tips+-+Tricks+-+Cookbook+-+HowTo#FAQ-Tips-Tricks-Cookbook-HowTo-PricesWithVAT
Re: Setup VAT-Taxes
Adrian, Not only do you need a tax authority (set up in accounting), and a product category for products that are taxable, but you need to connect the two as well. See this example: http://demo-stable-ofbiz.apache.org/accounting/control/EditTaxAuthorityCategories?taxAuthPartyId=UT_UTAH_TAXMANtaxAuthGeoId=UT-UTAH Also, you'll need to set the percentage, see this example: http://demo-stable-ofbiz.apache.org/accounting/control/EditTaxAuthorityRateProducts?taxAuthPartyId=UT_UTAH_TAXMANtaxAuthGeoId=UT-UTAH I trust that helps. Regards, Pierre Smits *ORRTIZ.COM http://www.orrtiz.com* Services Solutions for Cloud- Based Manufacturing, Professional Services and Retail Trade http://www.orrtiz.com On Fri, Oct 3, 2014 at 4:34 PM, Adrian Stern archd...@gmail.com wrote: Hi I've spent the last two days trying to setung VAT-Taxes for Switzerland. Well... first just a working configuration and from there i will got further. So using the Information i've found in various snippets of unfinished documentation i've created a TaxAuthority and setup a Catalog containing a Category which contains a single product. When i create a new invoice and add the product (for which i did define a price), the price is not added to the invoice. Also if i set a Price manually in the position of the invoice, the taxes don't get added to it. So my conclusion is: None of he below mentioned Documentation shows the big picture necessary to understand the VAT-Implementation giving realistic expectation about what is gonna work, thus leaving out importent parts making it impossible to work with them. *If someone could point me to a usable documentation of the topic or could tell me the key-settings for enabling VAT. I would really appreciate it. If i get it to work satisfactory, i will create a documentation and put it in the wiki at the end of the semester.* Something like a checklist maybe? 1. Create Products 1. Enable foo on product 2. Setting bar on category 2. Create Tax Authority 1. And so on... Tax: 1. https://cwiki.apache.org/confluence/display/OFBIZ/08+Tax+Authorities 2. https://cwiki.apache.org/confluence/display/OFBTECH/OFBiz's+Tax+Authority+Data+Model 3. https://cwiki.apache.org/confluence/display/OFBIZ/VAT Catalog: 1. Set up catalog/categories http://www.hotwaxmedia.com/apache-ofbiz-blog/ofbiz-tutorial-how-to-setup-the-ofbiz-catalog-manager/ 2. http://ritesht.blogspot.ch/2008/03/categories-and-catalog.html Various 1. Ofbiz Tutorials - Hotwaxmedia http://www.hotwaxmedia.com/apache-ofbiz-erp/tutorials/ 2. https://cwiki.apache.org/confluence/display/OFBIZ/FAQ+-+Tips+-+Tricks+-+Cookbook+-+HowTo#FAQ-Tips-Tricks-Cookbook-HowTo-PricesWithVAT
Re: Setup VAT-Taxes
Getting started with apache OFBiz accounting by Sharon Foga has a example of adding a new tax authority. Not sure this is what you are looking for as it does not mention in the steps VAT. Her steps are create tax authority party, tax authority setup rates, region),link the tax authority to the company, process a customer order to veify that the rate from new authority is applied. Hope that helps. - Joel Fradkin -- View this message in context: http://ofbiz.135035.n4.nabble.com/Setup-VAT-Taxes-tp4656487p4656494.html Sent from the OFBiz - User mailing list archive at Nabble.com.
Re: ofbiz 12.04r1532787: VAT fails in cart/order - so ofbiz 12.04r1532787 fails in the EU
Le 17/06/2014 10:40, ofbiz.u...@nym.hush.com a écrit : Dear Jaques, thanks for your answer. I double-checked: In fact my sources are based on a 12.04 checkout from around Oktober 13, not an 11.04. So my 12.04 checkout did not contain the patch mentioned. I applied the patch and had recognizable progress. I found further bugs, but no more showstoppers as to now. I would like to report my findings, but as we have seen, I do not measure from the correct baseline; so my problems may be only mine, greatly irrellevant to ofbiz. As I am trying to find a base for deployment, I am reluctant to go for trunk, as the baseline for testing could vanish randomly every day. So I went for 12.04 in 08.2013, because it looked more stable than 13.xx then. I would also not be comfortable with randomly updating my production environment with trunk checkouts. I do not yet fully understand the development/configuration/release model of ofbiz, please allow me to ask: Are there labels for 12.04.01, 12.04.02, 12.04.03, 12.04.04? (I observed o voting for 12.04.03. What is it about?) This is explained here http://ofbiz.apache.org/download.html (Release Information section) How can I reproduce these releases? I only find labels like 12.04 at github. Because you are using a branch not an official release Which up-to-date label would you recommend as a base for end to end tests and following production deployment after fixes? I personally use trunk but you can now also rely on R13.07 Basically...maybe I lost it: do you even plan on freezing a release, or is a release just a snapshot from trunk? You need to learn more about the Apache way :) http://www.apache.org/dev/release.html Is a release based on a defined feature set, that is patched up after release until stable? What is the difference between 12.04.xx and 13.xx.xx? Is the data model stable or compatible in 12.xx? On release update steps must I plan for full blown data migration? HTH, Let me know if you need more info Jacques Kind regards, ofbiz-u...@nym.hush.com Subject: Re: ofbiz 12.04r1532787: VAT fails in cart/order - so ofbiz 12.04r1532787 fails in the EU From: Jacques Le Roux jacques.le.r...@les7arts.com Date: 13.06.2014 09:39 +0200 To: user@ofbiz.apache.org Le 12/06/2014 13:12, ofbiz.u...@nym.hush.com a écrit : I really would like to use ofiz in EU, so I need VAT. How can I find out about this issue? ...after a lot of googling, I found https://issues.apache.org/jira/browse/OFBIZ- 4160?page=com.atlassian.jirafisheyeplugin:fisheye-issuepanel from 08-2011. How can I get it working? Is it fixed in the trunk now (which version?), It's fixed in trunk HEAD, since http://svn.apache.org/viewvc?view=revisionrevision=1070830 can I fix it with that patch (is it tested?) It's already in all official living releases (R11.04 being the older one) From my comment date in the Jira issue you could have deduced that Also by looking at the Source tab in the Jira issue OFBIZ-4160_shipping_tax.patch 01/Feb/11 07:40 2 kB How can I find out if this issue has been addressed or fixed, if so, in which revision of which version? Or do I have to gut the tax system myself in sleepless nights, submitting changes only to myself? Please don't speak about sleepless nights, I have more than my share Jacques --
Re: Re: ofbiz 12.04r1532787: VAT fails in cart/order - so ofbiz 12.04r1532787 fails in the EU
Dear Jaques, thanks for your answer. I double-checked: In fact my sources are based on a 12.04 checkout from around Oktober 13, not an 11.04. So my 12.04 checkout did not contain the patch mentioned. I applied the patch and had recognizable progress. I found further bugs, but no more showstoppers as to now. I would like to report my findings, but as we have seen, I do not measure from the correct baseline; so my problems may be only mine, greatly irrellevant to ofbiz. As I am trying to find a base for deployment, I am reluctant to go for trunk, as the baseline for testing could vanish randomly every day. So I went for 12.04 in 08.2013, because it looked more stable than 13.xx then. I would also not be comfortable with randomly updating my production environment with trunk checkouts. I do not yet fully understand the development/configuration/release model of ofbiz, please allow me to ask: Are there labels for 12.04.01, 12.04.02, 12.04.03, 12.04.04? (I observed o voting for 12.04.03. What is it about?) How can I reproduce these releases? I only find labels like 12.04 at github. Which up-to-date label would you recommend as a base for end to end tests and following production deployment after fixes? Basically...maybe I lost it: do you even plan on freezing a release, or is a release just a snapshot from trunk? Is a release based on a defined feature set, that is patched up after release until stable? What is the difference between 12.04.xx and 13.xx.xx? Is the data model stable or compatible in 12.xx? On release update steps must I plan for full blown data migration? Kind regards, ofbiz-u...@nym.hush.com Subject: Re: ofbiz 12.04r1532787: VAT fails in cart/order - so ofbiz 12.04r1532787 fails in the EU From: Jacques Le Roux jacques.le.r...@les7arts.com Date: 13.06.2014 09:39 +0200 To: user@ofbiz.apache.org Le 12/06/2014 13:12, ofbiz.u...@nym.hush.com a écrit : I really would like to use ofiz in EU, so I need VAT. How can I find out about this issue? ...after a lot of googling, I found https://issues.apache.org/jira/browse/OFBIZ- 4160?page=com.atlassian.jirafisheyeplugin:fisheye-issuepanel from 08-2011. How can I get it working? Is it fixed in the trunk now (which version?), It's fixed in trunk HEAD, since http://svn.apache.org/viewvc?view=revisionrevision=1070830 can I fix it with that patch (is it tested?) It's already in all official living releases (R11.04 being the older one) From my comment date in the Jira issue you could have deduced that Also by looking at the Source tab in the Jira issue OFBIZ-4160_shipping_tax.patch 01/Feb/11 07:40 2 kB How can I find out if this issue has been addressed or fixed, if so, in which revision of which version? Or do I have to gut the tax system myself in sleepless nights, submitting changes only to myself? Please don't speak about sleepless nights, I have more than my share Jacques
Re: Re: ofbiz 12.04r1532787: VAT fails in cart/order - so ofbiz 12.04r1532787 fails in the EU
Hi Ofbiz User, Chances are that the fix is included in r12.04.03 which should be available any day now, as voting for release has been concluded positively. This update of the r12.04 branch contains several bug fixes. Regarding your question about the difference between the 12.x and the 13.x branches expect at least changes in field type definitions. So be sure to expect migration issues if you are already using your r12.x setup in some kind of production configuration, Regards, Pierre Smits *ORRTIZ.COM http://www.orrtiz.com* Services Solutions for Cloud- Based Manufacturing, Professional Services and Retail Trade http://www.orrtiz.com
Re: ofbiz 12.04r1532787: VAT fails in cart/order - so ofbiz 12.04r1532787 fails in the EU
Le 12/06/2014 13:12, ofbiz.u...@nym.hush.com a écrit : I really would like to use ofiz in EU, so I need VAT. How can I find out about this issue? ...after a lot of googling, I found https://issues.apache.org/jira/browse/OFBIZ- 4160?page=com.atlassian.jirafisheyeplugin:fisheye-issuepanel from 08-2011. How can I get it working? Is it fixed in the trunk now (which version?), It's fixed in trunk HEAD, since http://svn.apache.org/viewvc?view=revisionrevision=1070830 can I fix it with that patch (is it tested?) It's already in all official living releases (R11.04 being the older one) From my comment date in the Jira issue you could have deduced that Also by looking at the Source tab in the Jira issue OFBIZ-4160_shipping_tax.patch 01/Feb/11 07:40 2 kB How can I find out if this issue has been addressed or fixed, if so, in which revision of which version? Or do I have to gut the tax system myself in sleepless nights, submitting changes only to myself? Please don't speak about sleepless nights, I have more than my share Jacques
ofbiz 12.04r1532787: VAT fails in cart/order - so ofbiz 12.04r1532787 fails in the EU
I really would like to use ofiz in EU, so I need VAT. How can I find out about this issue? ...after a lot of googling, I found https://issues.apache.org/jira/browse/OFBIZ- 4160?page=com.atlassian.jirafisheyeplugin:fisheye-issuepanel from 08-2011. How can I get it working? Is it fixed in the trunk now (which version?), can I fix it with that patch (is it tested?) OFBIZ-4160_shipping_tax.patch 01/Feb/11 07:40 2 kB How can I find out if this issue has been addressed or fixed, if so, in which revision of which version? Or do I have to gut the tax system myself in sleepless nights, submitting changes only to myself?
Re: Why calculation of Sales tax or VAT service (CalcTax) need ProductId?
Hi Adrian, sorry to come back on this but we need this for invoices not related to orders but related to time entries which are generated by the project manager or scrum component. Sure they will work, because it will use the general default which is in general fine for us. If not good enough it can easiliy be adjusted on the generated entry. This is a user problem, now the user has to calculate it manually which is prone for errors. Let me know if you have further objections. Regards, Hans On 07/30/2013 07:06 PM, Adrian Crum wrote: It would be best to leave the tax calculation service as-is. If a user enters a line item that is not a product, then they can also enter a tax amount. Without a product ID or product category, your proposals have no way to determine a tax rate - therefore they will not work. Btw, this discussion should be on the dev mailing list. -Adrian On 7/29/2013 8:46 PM, Hans Bakker wrote: Opinions needed Problem: At an purchase order or invoice, when the item product Id is blank, tax is not calculated and/or often give a screen error. The reason: Currently the CalcTax service has the productid as mandatory field in the input and uses this as a key in the Item sequence. However: 1. on the purchase order it is possible to enter order items without a productId (Bulk) 2. when creating an invoice, it is possible to leave the productId blank on the invoiceItem. And an invoice or order can have a mixed list of items with and without a productId. Proposed solution: - 1. add an optional Item sequence number list to the CalcTax service and make the productItem list also optional. 2. check in the CalcTax service that least one on the two lists (sequence or product) is provided for compatibility. 3. change the service that it works with a missing productId selecting the tax percentage from the entity TaxAuthorityRateProduct where the productId is null. When no major objections i will create a Jira for this. Regards, Hans AntWebsystems.com quality services for competitive rates.
Re: Why calculation of Sales tax or VAT service (CalcTax) need ProductId?
In that case, the product you are selling is a service - so it should have a product ID. Adrian Crum Sandglass Software www.sandglass-software.com On 9/16/2013 7:04 PM, Hans Bakker wrote: Hi Adrian, sorry to come back on this but we need this for invoices not related to orders but related to time entries which are generated by the project manager or scrum component. Sure they will work, because it will use the general default which is in general fine for us. If not good enough it can easiliy be adjusted on the generated entry. This is a user problem, now the user has to calculate it manually which is prone for errors. Let me know if you have further objections. Regards, Hans On 07/30/2013 07:06 PM, Adrian Crum wrote: It would be best to leave the tax calculation service as-is. If a user enters a line item that is not a product, then they can also enter a tax amount. Without a product ID or product category, your proposals have no way to determine a tax rate - therefore they will not work. Btw, this discussion should be on the dev mailing list. -Adrian On 7/29/2013 8:46 PM, Hans Bakker wrote: Opinions needed Problem: At an purchase order or invoice, when the item product Id is blank, tax is not calculated and/or often give a screen error. The reason: Currently the CalcTax service has the productid as mandatory field in the input and uses this as a key in the Item sequence. However: 1. on the purchase order it is possible to enter order items without a productId (Bulk) 2. when creating an invoice, it is possible to leave the productId blank on the invoiceItem. And an invoice or order can have a mixed list of items with and without a productId. Proposed solution: - 1. add an optional Item sequence number list to the CalcTax service and make the productItem list also optional. 2. check in the CalcTax service that least one on the two lists (sequence or product) is provided for compatibility. 3. change the service that it works with a missing productId selecting the tax percentage from the entity TaxAuthorityRateProduct where the productId is null. When no major objections i will create a Jira for this. Regards, Hans AntWebsystems.com quality services for competitive rates.
Re: Why calculation of Sales tax or VAT service (CalcTax) need ProductId?
valid point, will look into this. thanks, Regards, Hans On 09/17/2013 09:12 AM, Adrian Crum wrote: In that case, the product you are selling is a service - so it should have a product ID. Adrian Crum Sandglass Software www.sandglass-software.com On 9/16/2013 7:04 PM, Hans Bakker wrote: Hi Adrian, sorry to come back on this but we need this for invoices not related to orders but related to time entries which are generated by the project manager or scrum component. Sure they will work, because it will use the general default which is in general fine for us. If not good enough it can easiliy be adjusted on the generated entry. This is a user problem, now the user has to calculate it manually which is prone for errors. Let me know if you have further objections. Regards, Hans On 07/30/2013 07:06 PM, Adrian Crum wrote: It would be best to leave the tax calculation service as-is. If a user enters a line item that is not a product, then they can also enter a tax amount. Without a product ID or product category, your proposals have no way to determine a tax rate - therefore they will not work. Btw, this discussion should be on the dev mailing list. -Adrian On 7/29/2013 8:46 PM, Hans Bakker wrote: Opinions needed Problem: At an purchase order or invoice, when the item product Id is blank, tax is not calculated and/or often give a screen error. The reason: Currently the CalcTax service has the productid as mandatory field in the input and uses this as a key in the Item sequence. However: 1. on the purchase order it is possible to enter order items without a productId (Bulk) 2. when creating an invoice, it is possible to leave the productId blank on the invoiceItem. And an invoice or order can have a mixed list of items with and without a productId. Proposed solution: - 1. add an optional Item sequence number list to the CalcTax service and make the productItem list also optional. 2. check in the CalcTax service that least one on the two lists (sequence or product) is provided for compatibility. 3. change the service that it works with a missing productId selecting the tax percentage from the entity TaxAuthorityRateProduct where the productId is null. When no major objections i will create a Jira for this. Regards, Hans AntWebsystems.com quality services for competitive rates.
Re: German store with vat, selling to europe and other countries without Vat
Hi Pierre and Robert, Yes, isNexus implies the company has enough of a presence in a tax authority's region that it should collect tax. See David Jones's nice description at http://ofbiz.135035.n4.nabble.com/VAT-tax-authority-tp192517p192530.html Cheers Paul Foxworthy Pierre Smits-3 wrote Robert, Re Nexus This is something US American. I don't use it here in The Netherlands. Re: prices in webstore. The easiest way would be to setup a different webstore for B2B with that setting, I guess. But I guess that setting up different tax authorities for B2B customers should also work. Pierre Smits - -- Coherent Software Australia Pty Ltd http://www.coherentsoftware.com.au/ Bonsai ERP, the all-inclusive ERP system http://www.bonsaierp.com.au/ -- View this message in context: http://ofbiz.135035.n4.nabble.com/German-store-with-vat-selling-to-europe-and-other-countries-without-Vat-tp4642750p4643247.html Sent from the OFBiz - User mailing list archive at Nabble.com.
Re: Why calculation of Sales tax or VAT service (CalcTax) need ProductId?
Hans, Please create a JIRA for this. When creating a new purchase order, the user has the opportunity to select either bulk item (BULK_ORDER_ITEM) or work item (WORK_ORDER_ITEM) if he doesn't order a product in the catalog. He also has the opportunity to select a category. BTW, what is meant by bulk in this context? Couldn't the category selected be used as the driving factor for VAT determination and calculation on the order? Wouldn't that make it easier to solve? Furthermore, when the order item is added to the order, the user has the opportunity to change the item type. But now the user can select different item types, namely: - PO: Inventory (which in my view shouldn't be possible, because it is not a product in the catalog - PO: Supplies (to Expense) - PO: Fixed Asset Anyway, it seems to me that bulk item is like the PO: Supplies (to Expense) orderitemtype and work item is like a PO: WorkEffort related orderitemtype (which is missing, IMO). Pierre Smits
Re: Why calculation of Sales tax or VAT service (CalcTax) need ProductId?
It would be best to leave the tax calculation service as-is. If a user enters a line item that is not a product, then they can also enter a tax amount. Without a product ID or product category, your proposals have no way to determine a tax rate - therefore they will not work. Btw, this discussion should be on the dev mailing list. -Adrian On 7/29/2013 8:46 PM, Hans Bakker wrote: Opinions needed Problem: At an purchase order or invoice, when the item product Id is blank, tax is not calculated and/or often give a screen error. The reason: Currently the CalcTax service has the productid as mandatory field in the input and uses this as a key in the Item sequence. However: 1. on the purchase order it is possible to enter order items without a productId (Bulk) 2. when creating an invoice, it is possible to leave the productId blank on the invoiceItem. And an invoice or order can have a mixed list of items with and without a productId. Proposed solution: - 1. add an optional Item sequence number list to the CalcTax service and make the productItem list also optional. 2. check in the CalcTax service that least one on the two lists (sequence or product) is provided for compatibility. 3. change the service that it works with a missing productId selecting the tax percentage from the entity TaxAuthorityRateProduct where the productId is null. When no major objections i will create a Jira for this. Regards, Hans AntWebsystems.com quality services for competitive rates.
Why calculation of Sales tax or VAT service (CalcTax) need ProductId?
Opinions needed Problem: At an purchase order or invoice, when the item product Id is blank, tax is not calculated and/or often give a screen error. The reason: Currently the CalcTax service has the productid as mandatory field in the input and uses this as a key in the Item sequence. However: 1. on the purchase order it is possible to enter order items without a productId (Bulk) 2. when creating an invoice, it is possible to leave the productId blank on the invoiceItem. And an invoice or order can have a mixed list of items with and without a productId. Proposed solution: - 1. add an optional Item sequence number list to the CalcTax service and make the productItem list also optional. 2. check in the CalcTax service that least one on the two lists (sequence or product) is provided for compatibility. 3. change the service that it works with a missing productId selecting the tax percentage from the entity TaxAuthorityRateProduct where the productId is null. When no major objections i will create a Jira for this. Regards, Hans AntWebsystems.com quality services for competitive rates.
Re: German store with vat, selling to europe and other countries without Vat
Robert, VAT calculation is by definition (and in general - see various legal documents or ask you fiscal advisor) based on where the place of delivery is. And not where invoice is supposed to go. As such both use-cases (delivery abroad and invoice in home country giving 0% VAT versus delivery in home country and invoice abroad giving 19%) are correct. As such it is also, as you have shown, in OFBiz. Regards, Pierre Smits
Re: German store with vat, selling to europe and other countries without Vat
Hey Pierre, thank you for creating the jira. I am still on checking the VAT PRocesses, that everything works. Now I found a small problem: Situation: Customer registered with Vat and is Vat free approved from me Customer goes to quickcheckout Customer chooses a Shipping addres within the EU (i.ex. his home country Austria - AUT) Customer chooses a billing address in my home country (Germany) Than the checkoutreview page shows 0% Vat. otherways arround are fine (billing addres in AUT and shipping addres to Germany, than 19% calculated). Do you know where the logic is handled? Because I think its not common to offer the change of the billing address, maybe I should deactivate that. But I thought that sometimes it is interesting for the customer. The logic just seems to check the shipping destination and not the billing destination. Greetings. -- View this message in context: http://ofbiz.135035.n4.nabble.com/German-store-with-vat-selling-to-europe-and-other-countries-without-Vat-tp4642750p4642830.html Sent from the OFBiz - User mailing list archive at Nabble.com.
Re: German store with vat, selling to europe and other countries without Vat
Jira https://cwiki.apache.org/confluence/display/OFBADMIN/OFBiz+Contributors+Best+Practices Also it would be great if you could put the info about the regepxs in Wiki VAT page https://cwiki.apache.org/confluence/display/OFBIZ/VAT Thanks Jacques From: Robert G. g...@mercon24.de I dont really know how to create a jira, but I will check that soon. I am wondering if I can use a group (geoTypeId=Group). within the GeoData I found the Group EU and I can choose that when I add a new Tax authority. Indeed I cannot use EU because each country has it's own taxId pattern, but maybe I can use it for all other countries. I mean I add a geo group for all countries outside the EU where I want to sell to. Than I add a tax authority for this one and than I exclude the tax for buyers. I think this should work and saves work and also makes it clearer for the user. I will give it a try. Greetings -- View this message in context: http://ofbiz.135035.n4.nabble.com/German-store-with-vat-selling-to-europe-and-other-countries-without-Vat-tp4642750p4642771.html Sent from the OFBiz - User mailing list archive at Nabble.com.
Re: German store with vat, selling to europe and other countries without Vat
@Jacques: I will do so as soon I collected the RegExp and as soon as I got the full understanding of this process, thank you for the link's @Pierre: hey Pierre, I archieved the following status: - alle neccessary TA added (all start with the GeoId) - customer can register an webshop and if he enter a TaxId and a corresponding country, than the system takes a lookup for the corresponding TA. If he finds the combination the system add the customerparty to the TA with his taxid and set the Exempt flag to N (to be sure, that we controll the validation later). - now after the customer registered I check the status of the taxid and approve or reject the Vat 0% request. until this point everything is fine. Again thank you :) Now the customer: - has allready ordered with 19% tax and I want to change the 19% to 0% or - he want to order (or I create the order within the admin). But in both cases on the order's I only see the adjustment of 19% for the german tax authority (Exempt flag in TA Party is set to Y). Is the condition of 0% Tax calculated within invoice process and not within the order process? So I will only see the adjustment by creating an invoice, or even not there? I am asking because every customer from us expect to get an order confirmation, where data is correct, so he expect there his and our Vat Id to be written (this i can implement by my self if not ootb) and all product lines and tax information with 0% tax. how is it in your system? -- View this message in context: http://ofbiz.135035.n4.nabble.com/German-store-with-vat-selling-to-europe-and-other-countries-without-Vat-tp4642750p4642774.html Sent from the OFBiz - User mailing list archive at Nabble.com.
Re: German store with vat, selling to europe and other countries without Vat
sorry, I just realised that now it works ;) Dont know what was wrong :) the thing is that the system does not change the current order, but with a new order it seems to work when I create the order by myself within admin panel. So before I post more questions I should test all cases :) greettings -- View this message in context: http://ofbiz.135035.n4.nabble.com/German-store-with-vat-selling-to-europe-and-other-countries-without-Vat-tp4642750p4642775.html Sent from the OFBiz - User mailing list archive at Nabble.com.
Re: German store with vat, selling to europe and other countries without Vat
edit: It works now, because added under the TA - product tax tab an entry with 0% for testing. Than the calculation of 0% tax is done when a party is referenced. But than all referenced parties (even if exempt flag is to N get 0% Tax, what is not my intention :) So is the connection between the exempt flag and the calculated selling tax ootb available? Or do I need to implement it? -- View this message in context: http://ofbiz.135035.n4.nabble.com/German-store-with-vat-selling-to-europe-and-other-countries-without-Vat-tp4642750p4642776.html Sent from the OFBiz - User mailing list archive at Nabble.com.
Re: German store with vat, selling to europe and other countries without Vat
HI Robert, If you will send me your tax authority data I will create the JIRA and I will combine our data to generate a patch. Regards, Pierre Smits
Re: German store with vat, selling to europe and other countries without Vat
Robert, Are you servicing both your B2C and B2B customers the same catalogs and categories? If so, it might be so that there lies your problem. Regards, Pierre Smits
Re: German store with vat, selling to europe and other countries without Vat
=PRT_VAT_AGEN includeTaxInPrice=N requireTaxIdForExemption=Y taxAuthGeoId=PRT taxIdFormatPattern=/ Party partyId=ROU_VAT_AGEN partyTypeId=PARTY_GROUP preferredCurrencyUomId=EUR statusId=PARTY_ENABLED createdDatetime=2013-07-12 00:00:00.000/ PartyGroup partyId=ROU_VAT_AGEN groupName=Steuerbehörde RO/ PartyRole partyId=ROU_VAT_AGEN roleTypeId=TAX_AUTHORITY/ TaxAuthority taxAuthPartyId=ROU_VAT_AGEN includeTaxInPrice=N requireTaxIdForExemption=Y taxAuthGeoId=ROU taxIdFormatPattern=/ Party partyId=SWE_VAT_AGEN partyTypeId=PARTY_GROUP preferredCurrencyUomId=EUR statusId=PARTY_ENABLED createdDatetime=2013-07-12 00:00:00.000/ PartyGroup partyId=SWE_VAT_AGEN groupName=Steuerbehörde SE/ PartyRole partyId=SWE_VAT_AGEN roleTypeId=TAX_AUTHORITY/ TaxAuthority taxAuthPartyId=SWE_VAT_AGEN includeTaxInPrice=N requireTaxIdForExemption=Y taxAuthGeoId=SWE taxIdFormatPattern=/ Party partyId=SVK_VAT_AGEN partyTypeId=PARTY_GROUP preferredCurrencyUomId=EUR statusId=PARTY_ENABLED createdDatetime=2013-07-12 00:00:00.000/ PartyGroup partyId=SVK_VAT_AGEN groupName=Steuerbehörde SK/ PartyRole partyId=SVK_VAT_AGEN roleTypeId=TAX_AUTHORITY/ TaxAuthority taxAuthPartyId=SVK_VAT_AGEN includeTaxInPrice=N requireTaxIdForExemption=Y taxAuthGeoId=SVK taxIdFormatPattern=/ Party partyId=SVN_VAT_AGEN partyTypeId=PARTY_GROUP preferredCurrencyUomId=EUR statusId=PARTY_ENABLED createdDatetime=2013-07-12 00:00:00.000/ PartyGroup partyId=SVN_VAT_AGEN groupName=Steuerbehörde SI (Slowenien)/ PartyRole partyId=SVN_VAT_AGEN roleTypeId=TAX_AUTHORITY/ TaxAuthority taxAuthPartyId=SVN_VAT_AGEN includeTaxInPrice=N requireTaxIdForExemption=Y taxAuthGeoId=SVN taxIdFormatPattern=/ Party partyId=ESP_VAT_AGEN partyTypeId=PARTY_GROUP preferredCurrencyUomId=EUR statusId=PARTY_ENABLED createdDatetime=2013-07-12 00:00:00.000/ PartyGroup partyId=ESP_VAT_AGEN groupName=Steuerbehörde ES/ PartyRole partyId=ESP_VAT_AGEN roleTypeId=TAX_AUTHORITY/ TaxAuthority taxAuthPartyId=ESP_VAT_AGEN includeTaxInPrice=N requireTaxIdForExemption=Y taxAuthGeoId=ESP taxIdFormatPattern=/ Party partyId=CZE_VAT_AGEN partyTypeId=PARTY_GROUP preferredCurrencyUomId=EUR statusId=PARTY_ENABLED createdDatetime=2013-07-12 00:00:00.000/ PartyGroup partyId=CZE_VAT_AGEN groupName=Steuerbehörde CZ/ PartyRole partyId=CZE_VAT_AGEN roleTypeId=TAX_AUTHORITY/ TaxAuthority taxAuthPartyId=CZE_VAT_AGEN includeTaxInPrice=N requireTaxIdForExemption=Y taxAuthGeoId=CZE taxIdFormatPattern=/ Party partyId=HUN_VAT_AGEN partyTypeId=PARTY_GROUP preferredCurrencyUomId=EUR statusId=PARTY_ENABLED createdDatetime=2013-07-12 00:00:00.000/ PartyGroup partyId=HUN_VAT_AGEN groupName=Steuerbehörde HU/ PartyRole partyId=HUN_VAT_AGEN roleTypeId=TAX_AUTHORITY/ TaxAuthority taxAuthPartyId=HUN_VAT_AGEN includeTaxInPrice=N requireTaxIdForExemption=Y taxAuthGeoId=HUN taxIdFormatPattern=/ Party partyId=CYP_VAT_AGEN partyTypeId=PARTY_GROUP preferredCurrencyUomId=EUR statusId=PARTY_ENABLED createdDatetime=2013-07-12 00:00:00.000/ PartyGroup partyId=CYP_VAT_AGEN groupName=Steuerbehörde CY/ PartyRole partyId=CYP_VAT_AGEN roleTypeId=TAX_AUTHORITY/ TaxAuthority taxAuthPartyId=CYP_VAT_AGEN includeTaxInPrice=N requireTaxIdForExemption=Y taxAuthGeoId=CYP taxIdFormatPattern=/ Party partyId=FIN_VAT_AGEN partyTypeId=PARTY_GROUP preferredCurrencyUomId=EUR statusId=PARTY_ENABLED createdDatetime=2013-07-12 00:00:00.000/ PartyGroup partyId=FIN_VAT_AGEN groupName=Steuerbehörde FI/ PartyRole partyId=FIN_VAT_AGEN roleTypeId=TAX_AUTHORITY/ TaxAuthority taxAuthPartyId=FIN_VAT_AGEN includeTaxInPrice=N requireTaxIdForExemption=Y taxAuthGeoId=FIN taxIdFormatPattern=/ -- View this message in context: http://ofbiz.135035.n4.nabble.com/German-store-with-vat-selling-to-europe-and-other-countries-without-Vat-tp4642750p4642785.html Sent from the OFBiz - User mailing list archive at Nabble.com.
Re: German store with vat, selling to europe and other countries without Vat
Robert, I have created JIRA issue-5262https://issues.apache.org/jira/browse/OFBIZ-5262regarding the tax authorities and have created a patch for this. Regarding TaxAuthId and naming I have made some corrections to include the names as I could find them on the official sites of the tax authorities. I also several regex regarding the tax id patterns. As well as the correct currencies of the parties involved. Please give the patch a lookover. Regards, Pierre Smits
Re: German store with vat, selling to europe and other countries without Vat
Hi Robert, First of all, please read/check following pages on the subject: http://en.wikipedia.org/wiki/VAT_identification_number#European_Union_VAT_identification_numbers http://ec.europa.eu/taxation_customs/vies/ The latter one provides the official EU statements on the subject and a page to verify IDs. According to that site they also provide a service to check IDs through SOAP. Re: tax authorities. Yes, I would suggest to create a tax authority for each country. I have done so. The reason for this was that each country has its own methodology to define the ID and thus each tax authority can have its own regex for ID validation. The fields you mentioned are on the tax authority page in accounting menu. See: https://demo-trunk.ofbiz.apache.org/accounting/control/EditTaxAuthority?taxAuthPartyId=USA_IRStaxAuthGeoId=USA That is the first step. Both would be required to facilitate tax calculation and exemption. Secondly under the parties tab of the tax authority you can have the list of the customers See https://demo-trunk.ofbiz.apache.org/accounting/control/ListTaxAuthorityParties?taxAuthPartyId=USA_IRStaxAuthGeoId=USA Re: your point 1. Remember: the burden of VAT ID validation is on your organisation and your organisation may be held liable when selling goods without VAT when you should have. So be careful with automatically assuming that VAT ID provided (by the customer) is correct. Also, VAT is (or at least should be) part of the total order amount. The total order amount stated the obligation of the customer to fulfil (pay) to come to a successful conclusion of the agreement between your organisation and your customer. Thus, when finalizing the order (in OFBiz) prepping it for payment through paypal (or any other payment mechanism), VAT (even if 0%) must be part of the total order amount. With pay more I guess you mean paypal transaction costs. If you mean total amount due, remember that customers can ask for tax return on foreign bought goods. Re: your point 2 It is basically a matter of timing. If and when the TAX ID is validated between the moments of ordering and delivery-invoicing you could process the order witn VAT exempted. If already invoiced, you get into another business process. Am I correct to assume that you are talking about resellers (or other businesses) as customers? If so, I would register (and provide process and functionality to validate) VAT ID when establishing the relationship. if VAT ID proves invalid, you just set the exempt flag on the party page of the tax authority to N. Basically the business rule is: if VAT ID is not empty and ExemptFlag is Y, then exempt VAT (charge 0%) If VAT ID is empty or ExemptFlag is N, then not exempt VAT (charge appropriate %) By the way, be sure that on all your invoices VAT IDs of both your organisation and your customer is stated. With kind regards, Pierre Smits
Re: German store with vat, selling to europe and other countries without Vat
I see, great, many many thanks for the detailed explanation, this was really important for me. And you are right, it is enough to let the customer contact me that I add him to the corresponding tax free authorities. with that way, do he also see the prices without tax in the webstore? If its not ootb I think its easy to manage. your list of tax authorities and especialy the regulare expressions, you do not like to share, dont you? :) :) and my last question: what is Is Nexus for (option next to is Nexus) greetings robert -- View this message in context: http://ofbiz.135035.n4.nabble.com/German-store-with-vat-selling-to-europe-and-other-countries-without-Vat-tp4642750p4642759.html Sent from the OFBiz - User mailing list archive at Nabble.com.
Re: German store with vat, selling to europe and other countries without Vat
I found someone, who allready collected the regulare expressions. Ihave not validated yet, but maybe it helps someone. https://metacpan.org/source/RSIMOES/Regexp-Common-VATIN-v0.0.9/lib/Regexp/Common/VATIN.pm greetings -- View this message in context: http://ofbiz.135035.n4.nabble.com/German-store-with-vat-selling-to-europe-and-other-countries-without-Vat-tp4642750p4642760.html Sent from the OFBiz - User mailing list archive at Nabble.com.
Re: German store with vat, selling to europe and other countries without Vat
Robert, Re Nexus This is something US American. I don't use it here in The Netherlands. Re: prices in webstore. The easiest way would be to setup a different webstore for B2B with that setting, I guess. But I guess that setting up different tax authorities for B2B customers should also work. Pierre Smits
Re: German store with vat, selling to europe and other countries without Vat
great great great :) webstore B2B: Yes I thought about that, but that makes more work concerning daily handling and keeping products up to date etc. I will find here a solution to show the prices without tax, should not be that difficult. thank you for providing your data :) Concerning the registration process of the customer I decided to ad the customer automaticaly to the tax authority and set the flag to N, so prices are still including Vat. Afterwards I will send me an email to check the VAT-Customer, or I create new screens for it to approve them. With this way the customer do not has to call first and we have not the work to add the party to our system, so the handling is easier but error save. Again thank you for your explanation, this helped me a lot in understanding the tax processes, if it works I will see later ;) Greetings from Germany -- View this message in context: http://ofbiz.135035.n4.nabble.com/German-store-with-vat-selling-to-europe-and-other-countries-without-Vat-tp4642750p4642766.html Sent from the OFBiz - User mailing list archive at Nabble.com.
Re: German store with vat, selling to europe and other countries without Vat
Sorry I got a last question :) After adding the European Tax Authorities It would be interesting to add also other countries out of Europe, like switzerland etc. For those customer we also sell Vat free, so my question is: Can I add a Tax authoriy like Worldwide except the GEO which are allready added? I believe that this is not possible, so I think I have to add for each other country also their tax authority, correct? Thanks -- View this message in context: http://ofbiz.135035.n4.nabble.com/German-store-with-vat-selling-to-europe-and-other-countries-without-Vat-tp4642750p4642767.html Sent from the OFBiz - User mailing list archive at Nabble.com.
Re: German store with vat, selling to europe and other countries without Vat
Thanks Robert, Could you put it in the wiki VAT page? Jacques From: Robert G. g...@mercon24.de I found someone, who allready collected the regulare expressions. Ihave not validated yet, but maybe it helps someone. https://metacpan.org/source/RSIMOES/Regexp-Common-VATIN-v0.0.9/lib/Regexp/Common/VATIN.pm greetings -- View this message in context: http://ofbiz.135035.n4.nabble.com/German-store-with-vat-selling-to-europe-and-other-countries-without-Vat-tp4642750p4642760.html Sent from the OFBiz - User mailing list archive at Nabble.com.
Re: German store with vat, selling to europe and other countries without Vat
Robert, Indeed you can't add a party as tax authority without a geoId as both the partyId and the geoId are set as primary keys in the TaxAuthority entity. Would you care for creating a JIRA to improve demodata related to taxauthorites? You're welcome. Pierre Smits
Re: German store with vat, selling to europe and other countries without Vat
I dont really know how to create a jira, but I will check that soon. I am wondering if I can use a group (geoTypeId=Group). within the GeoData I found the Group EU and I can choose that when I add a new Tax authority. Indeed I cannot use EU because each country has it's own taxId pattern, but maybe I can use it for all other countries. I mean I add a geo group for all countries outside the EU where I want to sell to. Than I add a tax authority for this one and than I exclude the tax for buyers. I think this should work and saves work and also makes it clearer for the user. I will give it a try. Greetings -- View this message in context: http://ofbiz.135035.n4.nabble.com/German-store-with-vat-selling-to-europe-and-other-countries-without-Vat-tp4642750p4642771.html Sent from the OFBiz - User mailing list archive at Nabble.com.
German stor with vat, selling to europe and other countries without Vat
HEy guys, I found a lot of mailings about Vat, but I could not get it clear for me, so I have to ask here again. We have a german online store, where we sell items with 19% vat included in the product price. That works fine actualy. Now I want to sell items to the outland of Europe, where we have to sell the items without tax (0% Vat) for every buyer. We also want to sell to European customer as B2B. Most of the B2B Customer in Europe own a VAT Identity with that they can buy taxfree (0% Vat) within europe, so we have also to deduct the Vat from the selling price. Now I am not sure How I can handle that within the ofbiz engine. The countries outside of the EU, I can track with the GEO I think, but the European countries (except my own) I have to track by geo and also by a valid VAT ID. The Vat Id the customer should insert within his registering process. After that he can buy without Tax. What do you think? Do anyone has sth like a how to, or a step by step explanation? Thaaanks :) -- View this message in context: http://ofbiz.135035.n4.nabble.com/German-stor-with-vat-selling-to-europe-and-other-countries-without-Vat-tp4642750.html Sent from the OFBiz - User mailing list archive at Nabble.com.
Re: German stor with vat, selling to europe and other countries without Vat
Hi Robert, Re: VAT rules in the EC To my understanding the general rule (in any EC country) is that you have to include the VAT on your invoice to any customer, disregard whether they are consumers of business customers. This general rule applies to both domestic and foreign customers. With regards to business customers the exception is that they can deduct the stated (and paid) VAT from their charged (and received) VAT on their VAT return to the tax authorithy. This applies to both VAT paid on domestic purchases as on foreign purchases. Due to tax agreements between countries this has been simplified to charging foreign customers with a VAT charge of 0%. But, and this is a strong but, only when the foreign customer has provided a)TAX id, and verification has been established of its b) correctness and being c) associated to the (legal entity of) customer. The burden of this verification is on the seller. Only after positive verification (of b and c mentioned before) the seller is allowed to state a VAT charge of 0%. Re VAT charging and OFBiz. First of all, there is a specific page in the OFBiz documentation regarding VAT, see https://cwiki.apache.org/confluence/display/OFBIZ/VAT This document was last updated on April 24, 2012. So it could prove not in sync with situation today. Plus, recently I have seen some modifications been done to VAT calculation and charging functionality. Paul (Foxworthy) was in control of implementing the modifications I saw. Please check with dev mailing list archive and/of Paul. Secondly, in order to do proper VAT calculation and charging (both domestic and abroad) all parameters need to be set correctly. Among others that means: - Country Code must be registered on the appropriate contact mechanism for each party. - In Accounting (menu item Tax Authority) you can associate the foreign customer to the tax authority of that country, and with that association you can set the 'Exempt' flag for that customer if you have a positive verification. See https://demo-trunk.ofbiz.apache.org:8443/accounting/control/ListTaxAuthorityParties?taxAuthPartyId=CA_BOEtaxAuthGeoId=CA If you have done so, OFBiz should calculate the proper VAT charge (being 0%) applicable for that country-customer combination. With kind regards, Pierre Smits Pierre Smits On Thu, Jul 11, 2013 at 11:08 PM, Robert G. g...@mercon24.de wrote: HEy guys, I found a lot of mailings about Vat, but I could not get it clear for me, so I have to ask here again. We have a german online store, where we sell items with 19% vat included in the product price. That works fine actualy. Now I want to sell items to the outland of Europe, where we have to sell the items without tax (0% Vat) for every buyer. We also want to sell to European customer as B2B. Most of the B2B Customer in Europe own a VAT Identity with that they can buy taxfree (0% Vat) within europe, so we have also to deduct the Vat from the selling price. Now I am not sure How I can handle that within the ofbiz engine. The countries outside of the EU, I can track with the GEO I think, but the European countries (except my own) I have to track by geo and also by a valid VAT ID. The Vat Id the customer should insert within his registering process. After that he can buy without Tax. What do you think? Do anyone has sth like a how to, or a step by step explanation? Thaaanks :) -- View this message in context: http://ofbiz.135035.n4.nabble.com/German-stor-with-vat-selling-to-europe-and-other-countries-without-Vat-tp4642750.html Sent from the OFBiz - User mailing list archive at Nabble.com.
Re: German store with vat, selling to europe and other countries without Vat
Hello Pierre, thank you for your really fast answer to this subject. I know that the mentioned points have to be proved. This we would do after the customer ordered. Concerning your point I want to ask more: /In Accounting (menu item Tax Authority) you can associate the foreign customer to the tax authority of that country, and with that association you can set the 'Exempt' flag for that customer if you have a positive verification. See / This way is means, that each customer I have to associate manually to the tax authority. What I think is easier, that the customer get's automated associated to the corresponding tax authority by the following reason: 1. He can directly purchase without Vat. That is really important for external payment services like paypal. Paypal uses the order amount directly after the customer has placed the order. When this is including VAT, the customer has to pay more. 2. we check the VAT after the customer placed the order. If it is not correct, we want to remove the association from the Tax authority and add the Vat to him. This way is more effective I think because most of the customer's conditions concerning Vat-Free buying are correct, so only a small percentage has wrong parameter, so we have to reassociate him. what do you think? Btw. you said, that I have to add a tax authority for the country without Vat. Does that mean, that I have to add all european countries to the tax authority (for each create one authority)? And which fields do I us for the VAT Identification Number? Are these the fields: Require Tax Id For Exemption -- change to Y and Tax Id Format Pattern -- add the regulare expression pattern to get a match for the VAT ID format? I know this subject is not the easiest, but cause by this I want to reask to be 100% sure :) thank you btw. the links I will read soon -- View this message in context: http://ofbiz.135035.n4.nabble.com/German-stor-with-vat-selling-to-europe-and-other-countries-without-Vat-tp4642750p4642753.html Sent from the OFBiz - User mailing list archive at Nabble.com.
Re: VAT problem / sources of new e-shop
Hello Eric,
Am 03.03.2013 00:07, schrieb info.olagos:
Yes, the empty category is for the rollup function.
So that i can view in the ecommerce page in the rollup all my categories
under this empty category in the rollup.
Because the top category in the rollup is apparently not visible. So when i
use a top category for the rollup with products in it, it should never see
them in the page .
Or i have to put it as promotions category perhaps.
By the way: all this explanations are not for the www.olagos.eu . I am
creating a new e-shop which i will make available when finished.
Have you already finished the new e-shop and made it's sources publicly
available?
It would be a great help for a lot of people new to OFBiz eCommerce when
learning
how to create own shops.
I have bought and read some (recommended) OFBiz books and even they are OK
for better understanding of OFBiz they don't really help to create own
shops.
BigFish is a very nice solution but it is rather difficult to follow
it's source code at the beginning.
Some interesting statistics:
# ---
apache-*ofbiz*-*10.04.05*/specialpurpose/ecommerce$ find . | awk -F.
'/\.[a-zA-Z][a-zA-Z]*$/ {print *.$NF}' | sort -n | uniq -c
1 *.css
142 *.ftl
60 *.groovy
1 *.java
1 *.jpg
4 *.js
5 *.jsp
1 *.png
1 *.properties
62 *.xml
# ---
# ---
apache-*ofbiz-11.04.02*/specialpurpose/ecommerce$ find . | awk -F.
'/\.[a-zA-Z][a-zA-Z]*$/ {print *.$NF}' | sort -n | uniq -c
1 *.css
146 *.ftl
61 *.groovy
1 *.java
1 *.jpg
4 *.js
6 *.jsp
1 *.png
1 *.properties
63 *.xml
# ---
# ---
*BigFish-eCommerce-v1.10*$ find . | awk -F. '/\.[a-zA-Z][a-zA-Z]*$/
{print *.$NF}' | sort -n | uniq -c
1 *.conf
9 *.css
9 *.db
594 *.ftl
173 *.gif
188 *.groovy
141 *.htm
1 *.html
2 *.ico
43 *.jar
70 *.java
2 *.jpeg
50 *.jpg
47 *.js
24 *.jsp
1 *.patch
184 *.png
2 *.properties
1 *.sql
26 *.template
20 *.txt
1 *.xjb
3 *.xls
130 *.xml
1 *.xsd
11 *.xsl
# ---
# ---
*BigFish-eCommerce-v1.10-FashionDemo*$ find . | awk -F.
'/\.[a-zA-Z][a-zA-Z]*$/ {print *.$NF}' | sort -n | uniq -c
1 *.avi
1 *.bmp
10 *.css
18 *.db
197 *.gif
141 *.htm
2 *.jar
1 *.java
343 *.jpeg
4003 *.jpg
46 *.js
191 *.png
2 *.properties
4 *.scc
8 *.swf
26 *.template
1 *.txt
35 *.xml
# ---
Thank you in advance for any hints.
regards, Mark
--
m...@it-infrastrukturen.org
http://rsync.it-infrastrukturen.org
Re: VAT problem
Eric, I saw that the browse root category and other category in hierarchy all should be of type CATALOG_CATEGORY. If you are using some of those categories for applying tax is not accurate. What you need to do is; Say you have 3 type of taxes to apply; 10%, 20% and 30% for a region they will be 5%, 15% and 25%. For this you need to create 6 categories which are not of type CATALOG_CATEGORY but should be type of TAX_CATEGORY. Prepare rules (that means create records in TaxAuthorityCategory and TaxAuthorityRateProduct) on them and associate products to them to see the tax calculation. It will be bit tricky but after doing this you do not need to do any customization for calculating the tax. I would say do not mess the CATALOG_CATEGORY and TAX_CATEOGRY with each other and njoy the ootb support. It will work for sure. -- Rishi Solanki Manager, Enterprise Software Development HotWax Media Pvt. Ltd. Direct: +91-9893287847 http://www.hotwaxmedia.com On Tue, Mar 12, 2013 at 3:24 PM, info.olagos info.ola...@gmail.com wrote: Hello Paul, Just a first reaction. As said i use version ofbiz 11.04.1 but also in the former versions , there is the following problem related to VAT problem: If you make a product member of more than one category , for example two categories, it will calculate tax or VAT two times for the product in place of one time. Because the tax is calculated for each category from which it is member from. So that is also something which needs to be solved. By the way: what stands the abreviation GST for? Regards, Eric 2013/3/12 Paul Foxworthy p...@cohsoft.com.au Hi Eric, You are quite right that there is a problem with the handling of Shipping and Promotion tax in TaxAuthorityRateProduct, and the fix as I gather you have discovered is to set those things to Y only once. Those two flags have nothing to do with the ProductCategory and should be in a separate table. You may not have noticed that you can have many different product categories within different catalogs, and a product can belong to more than one. I would suggest that the categories for tax should be independent of the categories for user searching. If you do have a separate category, it probably doesn't need hierarchical rollup stuff. It might be as simple as a category TAXABLE or EU_VAT_TAXABLE. For instance in Australia, there are two sorts of food: basic unprocessed food, which is GST exempt, and processed food, which attracts GST like most other goods. Don't ask me what the difference is, or whether a specific food product is taxable or not. To my customer, I would present categories that actually make sense. I would have separate categories for taxability that the customer doesn't see. Cheers Paul Foxworthy Info Olagos wrote Yes, the empty category is for the rollup function. So that i can view in the ecommerce page in the rollup all my categories under this empty category in the rollup. Because the top category in the rollup is apparently not visible. So when i use a top category for the rollup with products in it, it should never see them in the page . Or i have to put it as promotions category perhaps. By the way: all this explanations are not for the www.olagos.eu . I am creating a new e-shop which i will make available when finished. Regards, Eric 2013/3/2 Jacques Le Roux lt; jacques.le.roux@ gt; Why do you have an empty categ? Jacques info.olagos wrote: Hello, I use ofbiz11.0.4 and found a real VAT problem. I have many categories residing under the catalog1 type browse root. The first category is an empty category 10001 which via rollup configuration contains all the other categories like Puzzels 10001B, 180001, 180002B, and many more. Category 10001 is a empty category. It contains no products. All the other categories underneath it in the rollup configuration contain many products. All categories take part into the only one catalog 1. For the VAT taxes: When i insert under Accounting Tax Authorities and then under Belgium which has tax authority party _NA_ . I added for product rate a VAT line from 21% for the category 10003 only at the moment. I buy via ecommerce a product 10001_0003 for example which is a category 10001B member. (not a category 10003 member). So for category 10001B there is no VAT configured. The checkout review shows this: 10001_0003 Qty=1 Unit Price = 9.05€ Price Adjustment = €0.00 Subtotal=€9.05 . (this is the price without VAT) Subtotal: €9.05 Shipping and handling : 9.60€ Sales Taks: 2.02€(is then calculated on the 9.60€) Grand Total: 20.67€ What i see , is that per VAT line i add for other categories than the one
Re: VAT problem
I agree with Paul. Having tax-specific categories is the most reliable way to get VAT calculated correctly. -Adrian On 3/12/2013 2:42 AM, Paul Foxworthy wrote: Hi Eric, You are quite right that there is a problem with the handling of Shipping and Promotion tax in TaxAuthorityRateProduct, and the fix as I gather you have discovered is to set those things to Y only once. Those two flags have nothing to do with the ProductCategory and should be in a separate table. You may not have noticed that you can have many different product categories within different catalogs, and a product can belong to more than one. I would suggest that the categories for tax should be independent of the categories for user searching. If you do have a separate category, it probably doesn't need hierarchical rollup stuff. It might be as simple as a category TAXABLE or EU_VAT_TAXABLE. For instance in Australia, there are two sorts of food: basic unprocessed food, which is GST exempt, and processed food, which attracts GST like most other goods. Don't ask me what the difference is, or whether a specific food product is taxable or not. To my customer, I would present categories that actually make sense. I would have separate categories for taxability that the customer doesn't see. Cheers Paul Foxworthy Info Olagos wrote Yes, the empty category is for the rollup function. So that i can view in the ecommerce page in the rollup all my categories under this empty category in the rollup. Because the top category in the rollup is apparently not visible. So when i use a top category for the rollup with products in it, it should never see them in the page . Or i have to put it as promotions category perhaps. By the way: all this explanations are not for the www.olagos.eu . I am creating a new e-shop which i will make available when finished. Regards, Eric 2013/3/2 Jacques Le Roux lt; jacques.le.roux@ gt; Why do you have an empty categ? Jacques info.olagos wrote: Hello, I use ofbiz11.0.4 and found a real VAT problem. I have many categories residing under the catalog1 type browse root. The first category is an empty category 10001 which via rollup configuration contains all the other categories like Puzzels 10001B, 180001, 180002B, and many more. Category 10001 is a empty category. It contains no products. All the other categories underneath it in the rollup configuration contain many products. All categories take part into the only one catalog 1. For the VAT taxes: When i insert under Accounting Tax Authorities and then under Belgium which has tax authority party _NA_ . I added for product rate a VAT line from 21% for the category 10003 only at the moment. I buy via ecommerce a product 10001_0003 for example which is a category 10001B member. (not a category 10003 member). So for category 10001B there is no VAT configured. The checkout review shows this: 10001_0003 Qty=1 Unit Price = 9.05€ Price Adjustment = €0.00 Subtotal=€9.05 . (this is the price without VAT) Subtotal: €9.05 Shipping and handling : 9.60€ Sales Taks: 2.02€(is then calculated on the 9.60€) Grand Total: 20.67€ What i see , is that per VAT line i add for other categories than the one of the product i buy in the Accounting ,Tax Authorities , product rate tab, there is added 2.02 € sales tax per category i add . So if i add all my categories from the other products in the store, i come at the end up with a Sales Taks = 150 € added for any sale of any product. What do i wrong Or is there a bug in the system?? REgards, ERic -- Olagos bvba http://www.olagos.eu http://www.olagos.com http://www.olagos.be http://www.olagos.nl Olagos team Kerkstraat 34 2570 Duffel Belgium - -- Coherent Software Australia Pty Ltd http://www.coherentsoftware.com.au/ Bonsai ERP, the all-inclusive ERP system http://www.bonsaierp.com.au/ -- View this message in context: http://ofbiz.135035.n4.nabble.com/VAT-problem-tp4639645p4639810.html Sent from the OFBiz - User mailing list archive at Nabble.com.
Re: VAT problem
Hello Paul, Just a first reaction. As said i use version ofbiz 11.04.1 but also in the former versions , there is the following problem related to VAT problem: If you make a product member of more than one category , for example two categories, it will calculate tax or VAT two times for the product in place of one time. Because the tax is calculated for each category from which it is member from. So that is also something which needs to be solved. By the way: what stands the abreviation GST for? Regards, Eric 2013/3/12 Paul Foxworthy p...@cohsoft.com.au Hi Eric, You are quite right that there is a problem with the handling of Shipping and Promotion tax in TaxAuthorityRateProduct, and the fix as I gather you have discovered is to set those things to Y only once. Those two flags have nothing to do with the ProductCategory and should be in a separate table. You may not have noticed that you can have many different product categories within different catalogs, and a product can belong to more than one. I would suggest that the categories for tax should be independent of the categories for user searching. If you do have a separate category, it probably doesn't need hierarchical rollup stuff. It might be as simple as a category TAXABLE or EU_VAT_TAXABLE. For instance in Australia, there are two sorts of food: basic unprocessed food, which is GST exempt, and processed food, which attracts GST like most other goods. Don't ask me what the difference is, or whether a specific food product is taxable or not. To my customer, I would present categories that actually make sense. I would have separate categories for taxability that the customer doesn't see. Cheers Paul Foxworthy Info Olagos wrote Yes, the empty category is for the rollup function. So that i can view in the ecommerce page in the rollup all my categories under this empty category in the rollup. Because the top category in the rollup is apparently not visible. So when i use a top category for the rollup with products in it, it should never see them in the page . Or i have to put it as promotions category perhaps. By the way: all this explanations are not for the www.olagos.eu . I am creating a new e-shop which i will make available when finished. Regards, Eric 2013/3/2 Jacques Le Roux lt; jacques.le.roux@ gt; Why do you have an empty categ? Jacques info.olagos wrote: Hello, I use ofbiz11.0.4 and found a real VAT problem. I have many categories residing under the catalog1 type browse root. The first category is an empty category 10001 which via rollup configuration contains all the other categories like Puzzels 10001B, 180001, 180002B, and many more. Category 10001 is a empty category. It contains no products. All the other categories underneath it in the rollup configuration contain many products. All categories take part into the only one catalog 1. For the VAT taxes: When i insert under Accounting Tax Authorities and then under Belgium which has tax authority party _NA_ . I added for product rate a VAT line from 21% for the category 10003 only at the moment. I buy via ecommerce a product 10001_0003 for example which is a category 10001B member. (not a category 10003 member). So for category 10001B there is no VAT configured. The checkout review shows this: 10001_0003 Qty=1 Unit Price = 9.05€ Price Adjustment = €0.00 Subtotal=€9.05 . (this is the price without VAT) Subtotal: €9.05 Shipping and handling : 9.60€ Sales Taks: 2.02€(is then calculated on the 9.60€) Grand Total: 20.67€ What i see , is that per VAT line i add for other categories than the one of the product i buy in the Accounting ,Tax Authorities , product rate tab, there is added 2.02 € sales tax per category i add . So if i add all my categories from the other products in the store, i come at the end up with a Sales Taks = 150 € added for any sale of any product. What do i wrong Or is there a bug in the system?? REgards, ERic -- Olagos bvba http://www.olagos.eu http://www.olagos.com http://www.olagos.be http://www.olagos.nl Olagos team Kerkstraat 34 2570 Duffel Belgium - -- Coherent Software Australia Pty Ltd http://www.coherentsoftware.com.au/ Bonsai ERP, the all-inclusive ERP system http://www.bonsaierp.com.au/ -- View this message in context: http://ofbiz.135035.n4.nabble.com/VAT-problem-tp4639645p4639810.html Sent from the OFBiz - User mailing list archive at Nabble.com. -- Olagos bvba http://www.olagos.eu http://www.olagos.com http://www.olagos.be http://www.olagos.nl Olagos team Kerkstraat 34 2570 Duffel Belgium
Re: VAT problem
Hi Eric, You are quite right that there is a problem with the handling of Shipping and Promotion tax in TaxAuthorityRateProduct, and the fix as I gather you have discovered is to set those things to Y only once. Those two flags have nothing to do with the ProductCategory and should be in a separate table. You may not have noticed that you can have many different product categories within different catalogs, and a product can belong to more than one. I would suggest that the categories for tax should be independent of the categories for user searching. If you do have a separate category, it probably doesn't need hierarchical rollup stuff. It might be as simple as a category TAXABLE or EU_VAT_TAXABLE. For instance in Australia, there are two sorts of food: basic unprocessed food, which is GST exempt, and processed food, which attracts GST like most other goods. Don't ask me what the difference is, or whether a specific food product is taxable or not. To my customer, I would present categories that actually make sense. I would have separate categories for taxability that the customer doesn't see. Cheers Paul Foxworthy Info Olagos wrote Yes, the empty category is for the rollup function. So that i can view in the ecommerce page in the rollup all my categories under this empty category in the rollup. Because the top category in the rollup is apparently not visible. So when i use a top category for the rollup with products in it, it should never see them in the page . Or i have to put it as promotions category perhaps. By the way: all this explanations are not for the www.olagos.eu . I am creating a new e-shop which i will make available when finished. Regards, Eric 2013/3/2 Jacques Le Roux lt; jacques.le.roux@ gt; Why do you have an empty categ? Jacques info.olagos wrote: Hello, I use ofbiz11.0.4 and found a real VAT problem. I have many categories residing under the catalog1 type browse root. The first category is an empty category 10001 which via rollup configuration contains all the other categories like Puzzels 10001B, 180001, 180002B, and many more. Category 10001 is a empty category. It contains no products. All the other categories underneath it in the rollup configuration contain many products. All categories take part into the only one catalog 1. For the VAT taxes: When i insert under Accounting Tax Authorities and then under Belgium which has tax authority party _NA_ . I added for product rate a VAT line from 21% for the category 10003 only at the moment. I buy via ecommerce a product 10001_0003 for example which is a category 10001B member. (not a category 10003 member). So for category 10001B there is no VAT configured. The checkout review shows this: 10001_0003 Qty=1 Unit Price = 9.05€ Price Adjustment = €0.00 Subtotal=€9.05 . (this is the price without VAT) Subtotal: €9.05 Shipping and handling : 9.60€ Sales Taks: 2.02€(is then calculated on the 9.60€) Grand Total: 20.67€ What i see , is that per VAT line i add for other categories than the one of the product i buy in the Accounting ,Tax Authorities , product rate tab, there is added 2.02 € sales tax per category i add . So if i add all my categories from the other products in the store, i come at the end up with a Sales Taks = 150 € added for any sale of any product. What do i wrong Or is there a bug in the system?? REgards, ERic -- Olagos bvba http://www.olagos.eu http://www.olagos.com http://www.olagos.be http://www.olagos.nl Olagos team Kerkstraat 34 2570 Duffel Belgium - -- Coherent Software Australia Pty Ltd http://www.coherentsoftware.com.au/ Bonsai ERP, the all-inclusive ERP system http://www.bonsaierp.com.au/ -- View this message in context: http://ofbiz.135035.n4.nabble.com/VAT-problem-tp4639645p4639810.html Sent from the OFBiz - User mailing list archive at Nabble.com.
Re: VAT problem
anyone who can give me a hint? ERic 2013/3/1 info.olagos info.ola...@gmail.com What happens , is that taks shipping is set for a certain category in Taks Authorities, Rate Products. Even if the taks shipping is set on another category than the category which contains the product i want to buy via ecommerce, this taks shipping is calculated however. And this as many times there are lines in the taks authorities , rate products for that country. The taks shipping is not taking into account the category group of the product. Not normal i think Eric 2013/3/1 info.olagos info.ola...@gmail.com Hello, I use ofbiz11.0.4 and found a real VAT problem. I have many categories residing under the catalog1 type browse root. The first category is an empty category 10001 which via rollup configuration contains all the other categories like Puzzels 10001B, 180001, 180002B, and many more. Category 10001 is a empty category. It contains no products. All the other categories underneath it in the rollup configuration contain many products. All categories take part into the only one catalog 1. For the VAT taxes: When i insert under Accounting Tax Authorities and then under Belgium which has tax authority party _NA_ . I added for product rate a VAT line from 21% for the category 10003 only at the moment. I buy via ecommerce a product 10001_0003 for example which is a category 10001B member. (not a category 10003 member). So for category 10001B there is no VAT configured. The checkout review shows this: 10001_0003 Qty=1 Unit Price = 9.05€ Price Adjustment = €0.00 Subtotal=€9.05 . (this is the price without VAT) Subtotal: €9.05 Shipping and handling : 9.60€ Sales Taks: 2.02€(is then calculated on the 9.60€) Grand Total: 20.67€ What i see , is that per VAT line i add for other categories than the one of the product i buy in the Accounting ,Tax Authorities , product rate tab, there is added 2.02 € sales tax per category i add . So if i add all my categories from the other products in the store, i come at the end up with a Sales Taks = 150 € added for any sale of any product. What do i wrong Or is there a bug in the system?? REgards, ERic -- Olagos bvba http://www.olagos.eu http://www.olagos.com http://www.olagos.be http://www.olagos.nl Olagos team Kerkstraat 34 2570 Duffel Belgium -- Olagos bvba http://www.olagos.eu http://www.olagos.com http://www.olagos.be http://www.olagos.nl Olagos team Kerkstraat 34 2570 Duffel Belgium -- Olagos bvba http://www.olagos.eu http://www.olagos.com http://www.olagos.be http://www.olagos.nl Olagos team Kerkstraat 34 2570 Duffel Belgium
Re: VAT problem
i don't find it in the JIRA issues. ERic 2013/3/2 info.olagos info.ola...@gmail.com anyone who can give me a hint? ERic 2013/3/1 info.olagos info.ola...@gmail.com What happens , is that taks shipping is set for a certain category in Taks Authorities, Rate Products. Even if the taks shipping is set on another category than the category which contains the product i want to buy via ecommerce, this taks shipping is calculated however. And this as many times there are lines in the taks authorities , rate products for that country. The taks shipping is not taking into account the category group of the product. Not normal i think Eric 2013/3/1 info.olagos info.ola...@gmail.com Hello, I use ofbiz11.0.4 and found a real VAT problem. I have many categories residing under the catalog1 type browse root. The first category is an empty category 10001 which via rollup configuration contains all the other categories like Puzzels 10001B, 180001, 180002B, and many more. Category 10001 is a empty category. It contains no products. All the other categories underneath it in the rollup configuration contain many products. All categories take part into the only one catalog 1. For the VAT taxes: When i insert under Accounting Tax Authorities and then under Belgium which has tax authority party _NA_ . I added for product rate a VAT line from 21% for the category 10003 only at the moment. I buy via ecommerce a product 10001_0003 for example which is a category 10001B member. (not a category 10003 member). So for category 10001B there is no VAT configured. The checkout review shows this: 10001_0003 Qty=1 Unit Price = 9.05€ Price Adjustment = €0.00 Subtotal=€9.05 . (this is the price without VAT) Subtotal: €9.05 Shipping and handling : 9.60€ Sales Taks: 2.02€(is then calculated on the 9.60€) Grand Total: 20.67€ What i see , is that per VAT line i add for other categories than the one of the product i buy in the Accounting ,Tax Authorities , product rate tab, there is added 2.02 € sales tax per category i add . So if i add all my categories from the other products in the store, i come at the end up with a Sales Taks = 150 € added for any sale of any product. What do i wrong Or is there a bug in the system?? REgards, ERic -- Olagos bvba http://www.olagos.eu http://www.olagos.com http://www.olagos.be http://www.olagos.nl Olagos team Kerkstraat 34 2570 Duffel Belgium -- Olagos bvba http://www.olagos.eu http://www.olagos.com http://www.olagos.be http://www.olagos.nl Olagos team Kerkstraat 34 2570 Duffel Belgium -- Olagos bvba http://www.olagos.eu http://www.olagos.com http://www.olagos.be http://www.olagos.nl Olagos team Kerkstraat 34 2570 Duffel Belgium -- Olagos bvba http://www.olagos.eu http://www.olagos.com http://www.olagos.be http://www.olagos.nl Olagos team Kerkstraat 34 2570 Duffel Belgium
Re: VAT problem
I couldn't read the whole question because of the time constraint but in my experience the VAT calculation in TaxAuthorityServices works in such a way that the VAT becomes a sum of multiple categories it's member of. You may require some customization in this class file to meet your requirement. On Sat, Mar 2, 2013 at 8:33 PM, info.olagos info.ola...@gmail.com wrote: i don't find it in the JIRA issues. ERic 2013/3/2 info.olagos info.ola...@gmail.com anyone who can give me a hint? ERic 2013/3/1 info.olagos info.ola...@gmail.com What happens , is that taks shipping is set for a certain category in Taks Authorities, Rate Products. Even if the taks shipping is set on another category than the category which contains the product i want to buy via ecommerce, this taks shipping is calculated however. And this as many times there are lines in the taks authorities , rate products for that country. The taks shipping is not taking into account the category group of the product. Not normal i think Eric 2013/3/1 info.olagos info.ola...@gmail.com Hello, I use ofbiz11.0.4 and found a real VAT problem. I have many categories residing under the catalog1 type browse root. The first category is an empty category 10001 which via rollup configuration contains all the other categories like Puzzels 10001B, 180001, 180002B, and many more. Category 10001 is a empty category. It contains no products. All the other categories underneath it in the rollup configuration contain many products. All categories take part into the only one catalog 1. For the VAT taxes: When i insert under Accounting Tax Authorities and then under Belgium which has tax authority party _NA_ . I added for product rate a VAT line from 21% for the category 10003 only at the moment. I buy via ecommerce a product 10001_0003 for example which is a category 10001B member. (not a category 10003 member). So for category 10001B there is no VAT configured. The checkout review shows this: 10001_0003 Qty=1 Unit Price = 9.05€ Price Adjustment = €0.00 Subtotal=€9.05 . (this is the price without VAT) Subtotal: €9.05 Shipping and handling : 9.60€ Sales Taks: 2.02€(is then calculated on the 9.60€) Grand Total: 20.67€ What i see , is that per VAT line i add for other categories than the one of the product i buy in the Accounting ,Tax Authorities , product rate tab, there is added 2.02 € sales tax per category i add . So if i add all my categories from the other products in the store, i come at the end up with a Sales Taks = 150 € added for any sale of any product. What do i wrong Or is there a bug in the system?? REgards, ERic -- Olagos bvba http://www.olagos.eu http://www.olagos.com http://www.olagos.be http://www.olagos.nl Olagos team Kerkstraat 34 2570 Duffel Belgium -- Olagos bvba http://www.olagos.eu http://www.olagos.com http://www.olagos.be http://www.olagos.nl Olagos team Kerkstraat 34 2570 Duffel Belgium -- Olagos bvba http://www.olagos.eu http://www.olagos.com http://www.olagos.be http://www.olagos.nl Olagos team Kerkstraat 34 2570 Duffel Belgium -- Olagos bvba http://www.olagos.eu http://www.olagos.com http://www.olagos.be http://www.olagos.nl Olagos team Kerkstraat 34 2570 Duffel Belgium -- Thanks, Deepak Agarwal, Mobile: +91 9501190044
