Regarding Tax Addition when sales order creation.

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Regarding Tax Addition when sales order creation.

arjun_1r
I want to add tax to a specific category. So that I have added a New
category in catalog and added some products for that category.
Configurations :

I have created a party Group (IND_TAX) with tax authority role.

I have configured Tax authority in accounting module. With the Party Group
(IND_TAX) i have created and i have used a Geo Id as IN-AP.

I have added my created categories to tax authority. And Product Rates as
sales tax percentage (10).

And in ofbiz ecommerce store configured the tax section as follows
Partyid - IND_TAX
Geo-ID - IN-AP
Prorate Taxes IS Y
  Show prices with VAT tax included   Y
  Show Tax Is Exempt N

And then i created a sales order for product (Price 300 USD ) with quantity.

Output  i got :
I got the item total as $333.00 and Adjustment as $0.0
And Subtotal as $300

I have two doubts as follows.
No.1 : 10 percent of $300 is $30 but the item total is added with $3 extra.
Why it is adding $3 dollar extra ??

No.2 : Why the subtotal is not added with sales tax. Why it is showing
original product price.

Please give me explanation about this. Is my configuration wrong. I don't
know whether i have understand the system wrongly.
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Re: Regarding Tax Addition when sales order creation.

Jacques Le Roux
Administrator

Le 07/01/2015 13:20, Arjun Rajappan a écrit :

> I want to add tax to a specific category. So that I have added a New
> category in catalog and added some products for that category.
> Configurations :
>
> I have created a party Group (IND_TAX) with tax authority role.
>
> I have configured Tax authority in accounting module. With the Party Group
> (IND_TAX) i have created and i have used a Geo Id as IN-AP.
>
> I have added my created categories to tax authority. And Product Rates as
> sales tax percentage (10).
>
> And in ofbiz ecommerce store configured the tax section as follows
> Partyid - IND_TAX
> Geo-ID - IN-AP
> Prorate Taxes IS Y
>    Show prices with VAT tax included   Y
>    Show Tax Is Exempt N
>
> And then i created a sales order for product (Price 300 USD ) with quantity.
>
> Output  i got :
> I got the item total as $333.00 and Adjustment as $0.0
> And Subtotal as $300
>
> I have two doubts as follows.
> No.1 : 10 percent of $300 is $30 but the item total is added with $3 extra.
> Why it is adding $3 dollar extra ??

Are you using the demo data?
Then as you can see here http://demo-trunk-ofbiz.apache.org/ordermgr/control/orderview?orderId=Demo1002
there is a 1% default tax for all orders (related to _NA_ party)
> No.2 : Why the subtotal is not added with sales tax. Why it is showing
> original product price.

This is the definition of the "Items SubTotal": total of all products w/o anything else (ie no promo, taxes, shipping, etc.)

> Please give me explanation about this. Is my configuration wrong. I don't
> know whether i have understand the system wrongly.
>
You need to set your own data (we call them seed and ext-seed). This a major part of the work, please read the documentation carefully

Jacques
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Re: Regarding Tax Addition when sales order creation.

arjun_1r
Mr jacquest le Roux thank you very much for your response. You shown me the
demo order id = Demo1002
<http://demo-trunk-ofbiz.apache.org/ordermgr/control/orderview?orderId=Demo1002>.
It that order screen

Promotion  -$12.00    Shipping and Handling  $12.10    Utah County, Utah
Sales Tax - Sales Tax  -$0.012
------------------------------
  Items SubTotal  $119.98    Total Other Order Adjustments  -$12.00    Total
Shipping and Handling  $12.10    Total Sales Tax  $7.01    Total Due
$127.09

This is what i exactly wanted to configure.

But in my order it showing only cart Total ______.

You have guided me well to use my own data. Yes i was used demo data
before. Now i want to configure same like you did in this order.

But at the user interface level by using promos screen not with seed data
when installing. Give me idea to achieve this by user interface level.

I read documentation but i not getting information regarding promos. If you
have exact link for this could you give it.

Even i have tried to configure like this in promos but i am not getting the
output. Remember i want to configure this at user interface level only not
via seed.

On Thu, Jan 8, 2015 at 2:51 AM, Jacques Le Roux <
[hidden email]> wrote:

>
> Le 07/01/2015 13:20, Arjun Rajappan a écrit :
>
>> I want to add tax to a specific category. So that I have added a New
>> category in catalog and added some products for that category.
>> Configurations :
>>
>> I have created a party Group (IND_TAX) with tax authority role.
>>
>> I have configured Tax authority in accounting module. With the Party Group
>> (IND_TAX) i have created and i have used a Geo Id as IN-AP.
>>
>> I have added my created categories to tax authority. And Product Rates as
>> sales tax percentage (10).
>>
>> And in ofbiz ecommerce store configured the tax section as follows
>> Partyid - IND_TAX
>> Geo-ID - IN-AP
>> Prorate Taxes IS Y
>>    Show prices with VAT tax included   Y
>>    Show Tax Is Exempt N
>>
>> And then i created a sales order for product (Price 300 USD ) with
>> quantity.
>>
>> Output  i got :
>> I got the item total as $333.00 and Adjustment as $0.0
>> And Subtotal as $300
>>
>> I have two doubts as follows.
>> No.1 : 10 percent of $300 is $30 but the item total is added with $3
>> extra.
>> Why it is adding $3 dollar extra ??
>>
>
> Are you using the demo data?
> Then as you can see here http://demo-trunk-ofbiz.
> apache.org/ordermgr/control/orderview?orderId=Demo1002
> there is a 1% default tax for all orders (related to _NA_ party)
>
>> No.2 : Why the subtotal is not added with sales tax. Why it is showing
>> original product price.
>>
>
> This is the definition of the "Items SubTotal": total of all products w/o
> anything else (ie no promo, taxes, shipping, etc.)
>
>  Please give me explanation about this. Is my configuration wrong. I don't
>> know whether i have understand the system wrongly.
>>
>>  You need to set your own data (we call them seed and ext-seed). This a
> major part of the work, please read the documentation carefully
>
> Jacques
>
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Re: Regarding Tax Addition when sales order creation.

Jacques Le Roux
Administrator
You need to consider several parts for prices:
Product prices, eg http://demo-trunk-ofbiz.apache.org/catalog/control/EditProductPrices?productId=GZ-1000
Prices rules (optional) http://demo-trunk-ofbiz.apache.org/catalog/control/FindProductPriceRules
Promotions (optional) http://demo-trunk-ofbiz.apache.org/catalog/control/FindProductPromo
Tax Authorities http://demo-trunk-ofbiz.apache.org/accounting/control/FindTaxAuthority 
https://cwiki.apache.org/confluence/display/OFBIZ/OFBiz%27s+Tax+Authority+Data+Model
Store (optional) , eg http://demo-trunk-ofbiz.apache.org/catalog/control/EditProductStore?productStoreId=9000
Provider prices, eg http://demo-trunk-ofbiz.apache.org/catalog/control/EditProductSuppliers?productId=GZ-1000

There are more optionals (like agreements, etc.), but those are the necessary basics.
Note that I far prefer to handle data in XML (easy to C/P) than using the UI, but it's good to be acquainted to it also, and I must say safer...

You will need to take care of inventory also...

HTH

Jacques

Le 08/01/2015 05:56, Arjun Rajappan a écrit :

> Mr jacquest le Roux thank you very much for your response. You shown me the
> demo order id = Demo1002
> <http://demo-trunk-ofbiz.apache.org/ordermgr/control/orderview?orderId=Demo1002>.
> It that order screen
>
> Promotion  -$12.00    Shipping and Handling  $12.10    Utah County, Utah
> Sales Tax - Sales Tax  -$0.012
> ------------------------------
>    Items SubTotal  $119.98    Total Other Order Adjustments  -$12.00    Total
> Shipping and Handling  $12.10    Total Sales Tax  $7.01    Total Due
> $127.09
>
> This is what i exactly wanted to configure.
>
> But in my order it showing only cart Total ______.
>
> You have guided me well to use my own data. Yes i was used demo data
> before. Now i want to configure same like you did in this order.
>
> But at the user interface level by using promos screen not with seed data
> when installing. Give me idea to achieve this by user interface level.
>
> I read documentation but i not getting information regarding promos. If you
> have exact link for this could you give it.
>
> Even i have tried to configure like this in promos but i am not getting the
> output. Remember i want to configure this at user interface level only not
> via seed.
>
> On Thu, Jan 8, 2015 at 2:51 AM, Jacques Le Roux <
> [hidden email]> wrote:
>
>> Le 07/01/2015 13:20, Arjun Rajappan a écrit :
>>
>>> I want to add tax to a specific category. So that I have added a New
>>> category in catalog and added some products for that category.
>>> Configurations :
>>>
>>> I have created a party Group (IND_TAX) with tax authority role.
>>>
>>> I have configured Tax authority in accounting module. With the Party Group
>>> (IND_TAX) i have created and i have used a Geo Id as IN-AP.
>>>
>>> I have added my created categories to tax authority. And Product Rates as
>>> sales tax percentage (10).
>>>
>>> And in ofbiz ecommerce store configured the tax section as follows
>>> Partyid - IND_TAX
>>> Geo-ID - IN-AP
>>> Prorate Taxes IS Y
>>>     Show prices with VAT tax included   Y
>>>     Show Tax Is Exempt N
>>>
>>> And then i created a sales order for product (Price 300 USD ) with
>>> quantity.
>>>
>>> Output  i got :
>>> I got the item total as $333.00 and Adjustment as $0.0
>>> And Subtotal as $300
>>>
>>> I have two doubts as follows.
>>> No.1 : 10 percent of $300 is $30 but the item total is added with $3
>>> extra.
>>> Why it is adding $3 dollar extra ??
>>>
>> Are you using the demo data?
>> Then as you can see here http://demo-trunk-ofbiz.
>> apache.org/ordermgr/control/orderview?orderId=Demo1002
>> there is a 1% default tax for all orders (related to _NA_ party)
>>
>>> No.2 : Why the subtotal is not added with sales tax. Why it is showing
>>> original product price.
>>>
>> This is the definition of the "Items SubTotal": total of all products w/o
>> anything else (ie no promo, taxes, shipping, etc.)
>>
>>   Please give me explanation about this. Is my configuration wrong. I don't
>>> know whether i have understand the system wrongly.
>>>
>>>   You need to set your own data (we call them seed and ext-seed). This a
>> major part of the work, please read the documentation carefully
>>
>> Jacques
>>
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Re: Regarding Tax Addition when sales order creation.

arjun_1r
Thank you very much Jacquest Le Roux . Finally i found the way to do it. I
configured for one of my state in India successfully. And i got exactly
what i was looking for. Yes as you said we have work on so many areas in
application to do this.



On Thu, Jan 8, 2015 at 6:57 PM, Jacques Le Roux <
[hidden email]> wrote:

> You need to consider several parts for prices:
> Product prices, eg http://demo-trunk-ofbiz.apache.org/catalog/control/
> EditProductPrices?productId=GZ-1000
> Prices rules (optional) http://demo-trunk-ofbiz.
> apache.org/catalog/control/FindProductPriceRules
> Promotions (optional) http://demo-trunk-ofbiz.apache.org/catalog/control/
> FindProductPromo
> Tax Authorities http://demo-trunk-ofbiz.apache.org/accounting/control/
> FindTaxAuthority https://cwiki.apache.org/confluence/display/OFBIZ/
> OFBiz%27s+Tax+Authority+Data+Model
> Store (optional) , eg http://demo-trunk-ofbiz.apache.org/catalog/control/
> EditProductStore?productStoreId=9000
> Provider prices, eg http://demo-trunk-ofbiz.apache.org/catalog/control/
> EditProductSuppliers?productId=GZ-1000
>
> There are more optionals (like agreements, etc.), but those are the
> necessary basics.
> Note that I far prefer to handle data in XML (easy to C/P) than using the
> UI, but it's good to be acquainted to it also, and I must say safer...
>
> You will need to take care of inventory also...
>
> HTH
>
> Jacques
>
> Le 08/01/2015 05:56, Arjun Rajappan a écrit :
>
>> Mr jacquest le Roux thank you very much for your response. You shown me
>> the
>> demo order id = Demo1002
>> <http://demo-trunk-ofbiz.apache.org/ordermgr/control/
>> orderview?orderId=Demo1002>.
>> It that order screen
>>
>> Promotion  -$12.00    Shipping and Handling  $12.10    Utah County, Utah
>> Sales Tax - Sales Tax  -$0.012
>> ------------------------------
>>
>>    Items SubTotal  $119.98    Total Other Order Adjustments  -$12.00
>> Total
>> Shipping and Handling  $12.10    Total Sales Tax  $7.01    Total Due
>> $127.09
>>
>> This is what i exactly wanted to configure.
>>
>> But in my order it showing only cart Total ______.
>>
>> You have guided me well to use my own data. Yes i was used demo data
>> before. Now i want to configure same like you did in this order.
>>
>> But at the user interface level by using promos screen not with seed data
>> when installing. Give me idea to achieve this by user interface level.
>>
>> I read documentation but i not getting information regarding promos. If
>> you
>> have exact link for this could you give it.
>>
>> Even i have tried to configure like this in promos but i am not getting
>> the
>> output. Remember i want to configure this at user interface level only not
>> via seed.
>>
>> On Thu, Jan 8, 2015 at 2:51 AM, Jacques Le Roux <
>> [hidden email]> wrote:
>>
>>  Le 07/01/2015 13:20, Arjun Rajappan a écrit :
>>>
>>>  I want to add tax to a specific category. So that I have added a New
>>>> category in catalog and added some products for that category.
>>>> Configurations :
>>>>
>>>> I have created a party Group (IND_TAX) with tax authority role.
>>>>
>>>> I have configured Tax authority in accounting module. With the Party
>>>> Group
>>>> (IND_TAX) i have created and i have used a Geo Id as IN-AP.
>>>>
>>>> I have added my created categories to tax authority. And Product Rates
>>>> as
>>>> sales tax percentage (10).
>>>>
>>>> And in ofbiz ecommerce store configured the tax section as follows
>>>> Partyid - IND_TAX
>>>> Geo-ID - IN-AP
>>>> Prorate Taxes IS Y
>>>>     Show prices with VAT tax included   Y
>>>>     Show Tax Is Exempt N
>>>>
>>>> And then i created a sales order for product (Price 300 USD ) with
>>>> quantity.
>>>>
>>>> Output  i got :
>>>> I got the item total as $333.00 and Adjustment as $0.0
>>>> And Subtotal as $300
>>>>
>>>> I have two doubts as follows.
>>>> No.1 : 10 percent of $300 is $30 but the item total is added with $3
>>>> extra.
>>>> Why it is adding $3 dollar extra ??
>>>>
>>>>  Are you using the demo data?
>>> Then as you can see here http://demo-trunk-ofbiz.
>>> apache.org/ordermgr/control/orderview?orderId=Demo1002
>>> there is a 1% default tax for all orders (related to _NA_ party)
>>>
>>>  No.2 : Why the subtotal is not added with sales tax. Why it is showing
>>>> original product price.
>>>>
>>>>  This is the definition of the "Items SubTotal": total of all products
>>> w/o
>>> anything else (ie no promo, taxes, shipping, etc.)
>>>
>>>   Please give me explanation about this. Is my configuration wrong. I
>>> don't
>>>
>>>> know whether i have understand the system wrongly.
>>>>
>>>>   You need to set your own data (we call them seed and ext-seed). This a
>>>>
>>> major part of the work, please read the documentation carefully
>>>
>>> Jacques
>>>
>>>
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Re: Regarding Tax Addition when sales order creation.

Jacques Le Roux
Administrator
Ha! you might also considered books: https://cwiki.apache.org/confluence/display/OFBADMIN/OFBiz+Related+Books

Jacques

Le 08/01/2015 14:37, Arjun Rajappan a écrit :

> Thank you very much Jacquest Le Roux . Finally i found the way to do it. I
> configured for one of my state in India successfully. And i got exactly
> what i was looking for. Yes as you said we have work on so many areas in
> application to do this.
>
>
>
> On Thu, Jan 8, 2015 at 6:57 PM, Jacques Le Roux <
> [hidden email]> wrote:
>
>> You need to consider several parts for prices:
>> Product prices, eg http://demo-trunk-ofbiz.apache.org/catalog/control/
>> EditProductPrices?productId=GZ-1000
>> Prices rules (optional) http://demo-trunk-ofbiz.
>> apache.org/catalog/control/FindProductPriceRules
>> Promotions (optional) http://demo-trunk-ofbiz.apache.org/catalog/control/
>> FindProductPromo
>> Tax Authorities http://demo-trunk-ofbiz.apache.org/accounting/control/
>> FindTaxAuthority https://cwiki.apache.org/confluence/display/OFBIZ/
>> OFBiz%27s+Tax+Authority+Data+Model
>> Store (optional) , eg http://demo-trunk-ofbiz.apache.org/catalog/control/
>> EditProductStore?productStoreId=9000
>> Provider prices, eg http://demo-trunk-ofbiz.apache.org/catalog/control/
>> EditProductSuppliers?productId=GZ-1000
>>
>> There are more optionals (like agreements, etc.), but those are the
>> necessary basics.
>> Note that I far prefer to handle data in XML (easy to C/P) than using the
>> UI, but it's good to be acquainted to it also, and I must say safer...
>>
>> You will need to take care of inventory also...
>>
>> HTH
>>
>> Jacques
>>
>> Le 08/01/2015 05:56, Arjun Rajappan a écrit :
>>
>>> Mr jacquest le Roux thank you very much for your response. You shown me
>>> the
>>> demo order id = Demo1002
>>> <http://demo-trunk-ofbiz.apache.org/ordermgr/control/
>>> orderview?orderId=Demo1002>.
>>> It that order screen
>>>
>>> Promotion  -$12.00    Shipping and Handling  $12.10    Utah County, Utah
>>> Sales Tax - Sales Tax  -$0.012
>>> ------------------------------
>>>
>>>     Items SubTotal  $119.98    Total Other Order Adjustments  -$12.00
>>> Total
>>> Shipping and Handling  $12.10    Total Sales Tax  $7.01    Total Due
>>> $127.09
>>>
>>> This is what i exactly wanted to configure.
>>>
>>> But in my order it showing only cart Total ______.
>>>
>>> You have guided me well to use my own data. Yes i was used demo data
>>> before. Now i want to configure same like you did in this order.
>>>
>>> But at the user interface level by using promos screen not with seed data
>>> when installing. Give me idea to achieve this by user interface level.
>>>
>>> I read documentation but i not getting information regarding promos. If
>>> you
>>> have exact link for this could you give it.
>>>
>>> Even i have tried to configure like this in promos but i am not getting
>>> the
>>> output. Remember i want to configure this at user interface level only not
>>> via seed.
>>>
>>> On Thu, Jan 8, 2015 at 2:51 AM, Jacques Le Roux <
>>> [hidden email]> wrote:
>>>
>>>   Le 07/01/2015 13:20, Arjun Rajappan a écrit :
>>>>   I want to add tax to a specific category. So that I have added a New
>>>>> category in catalog and added some products for that category.
>>>>> Configurations :
>>>>>
>>>>> I have created a party Group (IND_TAX) with tax authority role.
>>>>>
>>>>> I have configured Tax authority in accounting module. With the Party
>>>>> Group
>>>>> (IND_TAX) i have created and i have used a Geo Id as IN-AP.
>>>>>
>>>>> I have added my created categories to tax authority. And Product Rates
>>>>> as
>>>>> sales tax percentage (10).
>>>>>
>>>>> And in ofbiz ecommerce store configured the tax section as follows
>>>>> Partyid - IND_TAX
>>>>> Geo-ID - IN-AP
>>>>> Prorate Taxes IS Y
>>>>>      Show prices with VAT tax included   Y
>>>>>      Show Tax Is Exempt N
>>>>>
>>>>> And then i created a sales order for product (Price 300 USD ) with
>>>>> quantity.
>>>>>
>>>>> Output  i got :
>>>>> I got the item total as $333.00 and Adjustment as $0.0
>>>>> And Subtotal as $300
>>>>>
>>>>> I have two doubts as follows.
>>>>> No.1 : 10 percent of $300 is $30 but the item total is added with $3
>>>>> extra.
>>>>> Why it is adding $3 dollar extra ??
>>>>>
>>>>>   Are you using the demo data?
>>>> Then as you can see here http://demo-trunk-ofbiz.
>>>> apache.org/ordermgr/control/orderview?orderId=Demo1002
>>>> there is a 1% default tax for all orders (related to _NA_ party)
>>>>
>>>>   No.2 : Why the subtotal is not added with sales tax. Why it is showing
>>>>> original product price.
>>>>>
>>>>>   This is the definition of the "Items SubTotal": total of all products
>>>> w/o
>>>> anything else (ie no promo, taxes, shipping, etc.)
>>>>
>>>>    Please give me explanation about this. Is my configuration wrong. I
>>>> don't
>>>>
>>>>> know whether i have understand the system wrongly.
>>>>>
>>>>>    You need to set your own data (we call them seed and ext-seed). This a
>>>>>
>>>> major part of the work, please read the documentation carefully
>>>>
>>>> Jacques
>>>>
>>>>
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Re: Regarding Tax Addition when sales order creation.

arjun_1r
No Jacques Le Roux without usage of this books i had understood many
modules but only accounting module giving lot of trouble to understand.
Especially General ledger part is very difficult to get. I am trying with
some data now. Anyway thanks for your references. Those books are not free
so costly.    .

On Thu, Jan 8, 2015 at 7:30 PM, Jacques Le Roux <
[hidden email]> wrote:

> Ha! you might also considered books: https://cwiki.apache.org/
> confluence/display/OFBADMIN/OFBiz+Related+Books
>
> Jacques
>
> Le 08/01/2015 14:37, Arjun Rajappan a écrit :
>
>  Thank you very much Jacquest Le Roux . Finally i found the way to do it. I
>> configured for one of my state in India successfully. And i got exactly
>> what i was looking for. Yes as you said we have work on so many areas in
>> application to do this.
>>
>>
>>
>> On Thu, Jan 8, 2015 at 6:57 PM, Jacques Le Roux <
>> [hidden email]> wrote:
>>
>>  You need to consider several parts for prices:
>>> Product prices, eg http://demo-trunk-ofbiz.apache.org/catalog/control/
>>> EditProductPrices?productId=GZ-1000
>>> Prices rules (optional) http://demo-trunk-ofbiz.
>>> apache.org/catalog/control/FindProductPriceRules
>>> Promotions (optional) http://demo-trunk-ofbiz.
>>> apache.org/catalog/control/
>>> FindProductPromo
>>> Tax Authorities http://demo-trunk-ofbiz.apache.org/accounting/control/
>>> FindTaxAuthority https://cwiki.apache.org/confluence/display/OFBIZ/
>>> OFBiz%27s+Tax+Authority+Data+Model
>>> Store (optional) , eg http://demo-trunk-ofbiz.
>>> apache.org/catalog/control/
>>> EditProductStore?productStoreId=9000
>>> Provider prices, eg http://demo-trunk-ofbiz.apache.org/catalog/control/
>>> EditProductSuppliers?productId=GZ-1000
>>>
>>> There are more optionals (like agreements, etc.), but those are the
>>> necessary basics.
>>> Note that I far prefer to handle data in XML (easy to C/P) than using the
>>> UI, but it's good to be acquainted to it also, and I must say safer...
>>>
>>> You will need to take care of inventory also...
>>>
>>> HTH
>>>
>>> Jacques
>>>
>>> Le 08/01/2015 05:56, Arjun Rajappan a écrit :
>>>
>>>  Mr jacquest le Roux thank you very much for your response. You shown me
>>>> the
>>>> demo order id = Demo1002
>>>> <http://demo-trunk-ofbiz.apache.org/ordermgr/control/
>>>> orderview?orderId=Demo1002>.
>>>> It that order screen
>>>>
>>>> Promotion  -$12.00    Shipping and Handling  $12.10    Utah County, Utah
>>>> Sales Tax - Sales Tax  -$0.012
>>>> ------------------------------
>>>>
>>>>     Items SubTotal  $119.98    Total Other Order Adjustments  -$12.00
>>>> Total
>>>> Shipping and Handling  $12.10    Total Sales Tax  $7.01    Total Due
>>>> $127.09
>>>>
>>>> This is what i exactly wanted to configure.
>>>>
>>>> But in my order it showing only cart Total ______.
>>>>
>>>> You have guided me well to use my own data. Yes i was used demo data
>>>> before. Now i want to configure same like you did in this order.
>>>>
>>>> But at the user interface level by using promos screen not with seed
>>>> data
>>>> when installing. Give me idea to achieve this by user interface level.
>>>>
>>>> I read documentation but i not getting information regarding promos. If
>>>> you
>>>> have exact link for this could you give it.
>>>>
>>>> Even i have tried to configure like this in promos but i am not getting
>>>> the
>>>> output. Remember i want to configure this at user interface level only
>>>> not
>>>> via seed.
>>>>
>>>> On Thu, Jan 8, 2015 at 2:51 AM, Jacques Le Roux <
>>>> [hidden email]> wrote:
>>>>
>>>>   Le 07/01/2015 13:20, Arjun Rajappan a écrit :
>>>>
>>>>>   I want to add tax to a specific category. So that I have added a New
>>>>>
>>>>>> category in catalog and added some products for that category.
>>>>>> Configurations :
>>>>>>
>>>>>> I have created a party Group (IND_TAX) with tax authority role.
>>>>>>
>>>>>> I have configured Tax authority in accounting module. With the Party
>>>>>> Group
>>>>>> (IND_TAX) i have created and i have used a Geo Id as IN-AP.
>>>>>>
>>>>>> I have added my created categories to tax authority. And Product Rates
>>>>>> as
>>>>>> sales tax percentage (10).
>>>>>>
>>>>>> And in ofbiz ecommerce store configured the tax section as follows
>>>>>> Partyid - IND_TAX
>>>>>> Geo-ID - IN-AP
>>>>>> Prorate Taxes IS Y
>>>>>>      Show prices with VAT tax included   Y
>>>>>>      Show Tax Is Exempt N
>>>>>>
>>>>>> And then i created a sales order for product (Price 300 USD ) with
>>>>>> quantity.
>>>>>>
>>>>>> Output  i got :
>>>>>> I got the item total as $333.00 and Adjustment as $0.0
>>>>>> And Subtotal as $300
>>>>>>
>>>>>> I have two doubts as follows.
>>>>>> No.1 : 10 percent of $300 is $30 but the item total is added with $3
>>>>>> extra.
>>>>>> Why it is adding $3 dollar extra ??
>>>>>>
>>>>>>   Are you using the demo data?
>>>>>>
>>>>> Then as you can see here http://demo-trunk-ofbiz.
>>>>> apache.org/ordermgr/control/orderview?orderId=Demo1002
>>>>> there is a 1% default tax for all orders (related to _NA_ party)
>>>>>
>>>>>   No.2 : Why the subtotal is not added with sales tax. Why it is
>>>>> showing
>>>>>
>>>>>> original product price.
>>>>>>
>>>>>>   This is the definition of the "Items SubTotal": total of all
>>>>>> products
>>>>>>
>>>>> w/o
>>>>> anything else (ie no promo, taxes, shipping, etc.)
>>>>>
>>>>>    Please give me explanation about this. Is my configuration wrong. I
>>>>> don't
>>>>>
>>>>>  know whether i have understand the system wrongly.
>>>>>>
>>>>>>    You need to set your own data (we call them seed and ext-seed).
>>>>>> This a
>>>>>>
>>>>>>  major part of the work, please read the documentation carefully
>>>>>
>>>>> Jacques
>>>>>
>>>>>
>>>>>
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Re: Regarding Tax Addition when sales order creation.

Jacques Le Roux
Administrator
For accounting I highly recommend you Sharan's book, it will save you many days of research!

Jacques

Le 08/01/2015 15:20, Arjun Rajappan a écrit :

> No Jacques Le Roux without usage of this books i had understood many
> modules but only accounting module giving lot of trouble to understand.
> Especially General ledger part is very difficult to get. I am trying with
> some data now. Anyway thanks for your references. Those books are not free
> so costly.    .
>
> On Thu, Jan 8, 2015 at 7:30 PM, Jacques Le Roux <
> [hidden email]> wrote:
>
>> Ha! you might also considered books: https://cwiki.apache.org/
>> confluence/display/OFBADMIN/OFBiz+Related+Books
>>
>> Jacques
>>
>> Le 08/01/2015 14:37, Arjun Rajappan a écrit :
>>
>>   Thank you very much Jacquest Le Roux . Finally i found the way to do it. I
>>> configured for one of my state in India successfully. And i got exactly
>>> what i was looking for. Yes as you said we have work on so many areas in
>>> application to do this.
>>>
>>>
>>>
>>> On Thu, Jan 8, 2015 at 6:57 PM, Jacques Le Roux <
>>> [hidden email]> wrote:
>>>
>>>   You need to consider several parts for prices:
>>>> Product prices, eg http://demo-trunk-ofbiz.apache.org/catalog/control/
>>>> EditProductPrices?productId=GZ-1000
>>>> Prices rules (optional) http://demo-trunk-ofbiz.
>>>> apache.org/catalog/control/FindProductPriceRules
>>>> Promotions (optional) http://demo-trunk-ofbiz.
>>>> apache.org/catalog/control/
>>>> FindProductPromo
>>>> Tax Authorities http://demo-trunk-ofbiz.apache.org/accounting/control/
>>>> FindTaxAuthority https://cwiki.apache.org/confluence/display/OFBIZ/
>>>> OFBiz%27s+Tax+Authority+Data+Model
>>>> Store (optional) , eg http://demo-trunk-ofbiz.
>>>> apache.org/catalog/control/
>>>> EditProductStore?productStoreId=9000
>>>> Provider prices, eg http://demo-trunk-ofbiz.apache.org/catalog/control/
>>>> EditProductSuppliers?productId=GZ-1000
>>>>
>>>> There are more optionals (like agreements, etc.), but those are the
>>>> necessary basics.
>>>> Note that I far prefer to handle data in XML (easy to C/P) than using the
>>>> UI, but it's good to be acquainted to it also, and I must say safer...
>>>>
>>>> You will need to take care of inventory also...
>>>>
>>>> HTH
>>>>
>>>> Jacques
>>>>
>>>> Le 08/01/2015 05:56, Arjun Rajappan a écrit :
>>>>
>>>>   Mr jacquest le Roux thank you very much for your response. You shown me
>>>>> the
>>>>> demo order id = Demo1002
>>>>> <http://demo-trunk-ofbiz.apache.org/ordermgr/control/
>>>>> orderview?orderId=Demo1002>.
>>>>> It that order screen
>>>>>
>>>>> Promotion  -$12.00    Shipping and Handling  $12.10    Utah County, Utah
>>>>> Sales Tax - Sales Tax  -$0.012
>>>>> ------------------------------
>>>>>
>>>>>      Items SubTotal  $119.98    Total Other Order Adjustments  -$12.00
>>>>> Total
>>>>> Shipping and Handling  $12.10    Total Sales Tax  $7.01    Total Due
>>>>> $127.09
>>>>>
>>>>> This is what i exactly wanted to configure.
>>>>>
>>>>> But in my order it showing only cart Total ______.
>>>>>
>>>>> You have guided me well to use my own data. Yes i was used demo data
>>>>> before. Now i want to configure same like you did in this order.
>>>>>
>>>>> But at the user interface level by using promos screen not with seed
>>>>> data
>>>>> when installing. Give me idea to achieve this by user interface level.
>>>>>
>>>>> I read documentation but i not getting information regarding promos. If
>>>>> you
>>>>> have exact link for this could you give it.
>>>>>
>>>>> Even i have tried to configure like this in promos but i am not getting
>>>>> the
>>>>> output. Remember i want to configure this at user interface level only
>>>>> not
>>>>> via seed.
>>>>>
>>>>> On Thu, Jan 8, 2015 at 2:51 AM, Jacques Le Roux <
>>>>> [hidden email]> wrote:
>>>>>
>>>>>    Le 07/01/2015 13:20, Arjun Rajappan a écrit :
>>>>>
>>>>>>    I want to add tax to a specific category. So that I have added a New
>>>>>>
>>>>>>> category in catalog and added some products for that category.
>>>>>>> Configurations :
>>>>>>>
>>>>>>> I have created a party Group (IND_TAX) with tax authority role.
>>>>>>>
>>>>>>> I have configured Tax authority in accounting module. With the Party
>>>>>>> Group
>>>>>>> (IND_TAX) i have created and i have used a Geo Id as IN-AP.
>>>>>>>
>>>>>>> I have added my created categories to tax authority. And Product Rates
>>>>>>> as
>>>>>>> sales tax percentage (10).
>>>>>>>
>>>>>>> And in ofbiz ecommerce store configured the tax section as follows
>>>>>>> Partyid - IND_TAX
>>>>>>> Geo-ID - IN-AP
>>>>>>> Prorate Taxes IS Y
>>>>>>>       Show prices with VAT tax included   Y
>>>>>>>       Show Tax Is Exempt N
>>>>>>>
>>>>>>> And then i created a sales order for product (Price 300 USD ) with
>>>>>>> quantity.
>>>>>>>
>>>>>>> Output  i got :
>>>>>>> I got the item total as $333.00 and Adjustment as $0.0
>>>>>>> And Subtotal as $300
>>>>>>>
>>>>>>> I have two doubts as follows.
>>>>>>> No.1 : 10 percent of $300 is $30 but the item total is added with $3
>>>>>>> extra.
>>>>>>> Why it is adding $3 dollar extra ??
>>>>>>>
>>>>>>>    Are you using the demo data?
>>>>>>>
>>>>>> Then as you can see here http://demo-trunk-ofbiz.
>>>>>> apache.org/ordermgr/control/orderview?orderId=Demo1002
>>>>>> there is a 1% default tax for all orders (related to _NA_ party)
>>>>>>
>>>>>>    No.2 : Why the subtotal is not added with sales tax. Why it is
>>>>>> showing
>>>>>>
>>>>>>> original product price.
>>>>>>>
>>>>>>>    This is the definition of the "Items SubTotal": total of all
>>>>>>> products
>>>>>>>
>>>>>> w/o
>>>>>> anything else (ie no promo, taxes, shipping, etc.)
>>>>>>
>>>>>>     Please give me explanation about this. Is my configuration wrong. I
>>>>>> don't
>>>>>>
>>>>>>   know whether i have understand the system wrongly.
>>>>>>>     You need to set your own data (we call them seed and ext-seed).
>>>>>>> This a
>>>>>>>
>>>>>>>   major part of the work, please read the documentation carefully
>>>>>> Jacques
>>>>>>
>>>>>>
>>>>>>