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Branden Strickland

Sales Tax

I'm getting all kinds of foreign key constraint conflicts while trying to
add in the Sales Tax information.

I'm not going to post the SQL error, only because I think it's solely me not
inputting the data correctly.

If I'm using the Sales tax for the POS application, must I create a (I live
in the USA in Pennsylvania) PA tax party, and then set my store tax info to
PA and set the Tax Auth ID to the party I set?

I have a feeling I'm doing the steps in the wrong order, or making things
way too hard.

Really for now, I just want the 5% sales tax from PA to be calculated into
the proper taxable items in my POS.

If you guys feel as though you'd like the SQL error, just let me know, but I
really think the error lies 100% in me :P

Thanks!

Jacques Le Roux

Re: Sales Tax

Administrator

From: "Branden Strickland" <[hidden email]>
> If I'm using the Sales tax for the POS application, must I create a (I live
> in the USA in Pennsylvania) PA tax party, and then set my store tax info to
> PA and set the Tax Auth ID to the party I set?

Did you read http://docs.ofbiz.org/display/OFBTECH/OFBiz%27s+Tax+Authority+Data+Model ?

You must create a PA tax authority, add concerned categorie(s) of products, and set a product rate of 5% for this(those)
categorie(s) in relation with your store.

Have a look at https://demo.hotwaxmedia.com/accounting/control/EditTaxAuthorityRateProducts?taxAuthPartyId=_NA_&taxAuthGeoId=_NA_
which is the default Party used for POS client (but PA will be the one for your store, see Vat Tax Auth Geo Id and Vat Tax Auth
Party Id)

Jacques

Branden Strickland

Re: Sales Tax

Thank you!!

I actually just found it right before I read your email. Here's what I did.

I made a PA state tax party group.

I went to accounting, and set up the new tax authority, but accidently bound
it to my Company ID. Not the PA tax auth party (I thought it was asking me
which store to apply the tax to).
Now I can't delete the tax auth through the webapps, or my 'mysql' query
analyzer. I now get a foreign key constraint for that as well.. DOH!

Any options at this point other than using manual intervention with the a
SQL DELETE command?

Thanks Jacques!

On Mon, Mar 10, 2008 at 12:54 PM, Jacques Le Roux <
[hidden email]> wrote:

> From: "Branden Strickland" <[hidden email]>
> > If I'm using the Sales tax for the POS application, must I create a (I
> live
> > in the USA in Pennsylvania) PA tax party, and then set my store tax info
> to
> > PA and set the Tax Auth ID to the party I set?
>
> Did you read
> http://docs.ofbiz.org/display/OFBTECH/OFBiz%27s+Tax+Authority+Data+Model ?
>
> You must create a PA tax authority, add concerned categorie(s) of
> products, and set a product rate of 5% for this(those)
> categorie(s) in relation with your store.
>
> Have a look at
> https://demo.hotwaxmedia.com/accounting/control/EditTaxAuthorityRateProducts?taxAuthPartyId=_NA_&taxAuthGeoId=_NA_
> which is the default Party used for POS client (but PA will be the one for
> your store, see Vat Tax Auth Geo Id and Vat Tax Auth
> Party Id)
>
> Jacques
>
>

Branden Strickland

Re: Sales Tax

Nevermind I got it after I removed the "product info" info.

hope I didn't have you diggin around!

THanks for the prior advice too!

On Mon, Mar 10, 2008 at 1:13 PM, Branden Strickland <
[hidden email]> wrote:

> Thank you!!
>
> I actually just found it right before I read your email. Here's what I
> did.
>
> I made a PA state tax party group.
>
> I went to accounting, and set up the new tax authority, but accidently
> bound it to my Company ID. Not the PA tax auth party (I thought it was
> asking me which store to apply the tax to).
> Now I can't delete the tax auth through the webapps, or my 'mysql' query
> analyzer. I now get a foreign key constraint for that as well.. DOH!
>
> Any options at this point other than using manual intervention with the a
> SQL DELETE command?
>
> Thanks Jacques!
>
>
> On Mon, Mar 10, 2008 at 12:54 PM, Jacques Le Roux <
> [hidden email]> wrote:
>
> > From: "Branden Strickland" <[hidden email]>
> > > If I'm using the Sales tax for the POS application, must I create a (I
> > live
> > > in the USA in Pennsylvania) PA tax party, and then set my store tax
> > info to
> > > PA and set the Tax Auth ID to the party I set?
> >
> > Did you read
> > http://docs.ofbiz.org/display/OFBTECH/OFBiz%27s+Tax+Authority+Data+Model?
> >
> > You must create a PA tax authority, add concerned categorie(s) of
> > products, and set a product rate of 5% for this(those)
> > categorie(s) in relation with your store.
> >
> > Have a look at
> > https://demo.hotwaxmedia.com/accounting/control/EditTaxAuthorityRateProducts?taxAuthPartyId=_NA_&taxAuthGeoId=_NA_
> > which is the default Party used for POS client (but PA will be the one
> > for your store, see Vat Tax Auth Geo Id and Vat Tax Auth
> > Party Id)
> >
> > Jacques
> >
> >
>

Branden Strickland

Re: Sales Tax

Jaques,

I've gotten everything (store, product, party) set for my geo id, and tax
vat id.
I've set up accounting for the tax_authority and set it to my categories,
and my store.
I've looked through and grepped for so much stuff that would have to do with
tax, but to no avail. I've read over the document you gave me, but look
below.

when I run the POS terminal I get this
for condition:((productStoreId = '9100' OR productStoreId IS NULL) AND
((taxAuthPartyId = '_NA_' AND taxAuthGeoId = '_NA_') OR (taxAuthPartyId =
'NY_DTF' AND taxAuthGeoId = 'NY') OR (taxAuthPartyId = 'USA_IRS' AND
taxAuthGeoId = 'USA')) AND (productCategoryId IS NULL OR productCategoryId
IN ( 'mamascategory' )) AND (minItemPrice IS NULL OR minItemPrice <= '1.5')
AND (minPurchase IS NULL OR minPurchase <= '1.5'))

Even though in my retail store (modified version not new version of your
demo retail store). ID is 9001. But for some reason it's still looking for
_NA_ NY and USA, which is what it was to begin with.

I did populate the db with demo data, so if something is hard coded in, I'd
love to know where to change it :P

Thanks Jacques (or anyone else).

Sorry to keep bothering you!

On Mon, Mar 10, 2008 at 2:33 PM, Branden Strickland <
[hidden email]> wrote:

> Nevermind I got it after I removed the "product info" info.
>
> hope I didn't have you diggin around!
>
> THanks for the prior advice too!
>
>
> On Mon, Mar 10, 2008 at 1:13 PM, Branden Strickland <
> [hidden email]> wrote:
>
> > Thank you!!
> >
> > I actually just found it right before I read your email. Here's what I
> > did.
> >
> > I made a PA state tax party group.
> >
> > I went to accounting, and set up the new tax authority, but accidently
> > bound it to my Company ID. Not the PA tax auth party (I thought it was
> > asking me which store to apply the tax to).
> > Now I can't delete the tax auth through the webapps, or my 'mysql' query
> > analyzer. I now get a foreign key constraint for that as well.. DOH!
> >
> > Any options at this point other than using manual intervention with the
> > a SQL DELETE command?
> >
> > Thanks Jacques!
> >
> >
> > On Mon, Mar 10, 2008 at 12:54 PM, Jacques Le Roux <
> > [hidden email]> wrote:
> >
> > > From: "Branden Strickland" <[hidden email]>
> > > > If I'm using the Sales tax for the POS application, must I create a
> > > (I live
> > > > in the USA in Pennsylvania) PA tax party, and then set my store tax
> > > info to
> > > > PA and set the Tax Auth ID to the party I set?
> > >
> > > Did you read
> > > http://docs.ofbiz.org/display/OFBTECH/OFBiz%27s+Tax+Authority+Data+Model?
> > >
> > > You must create a PA tax authority, add concerned categorie(s) of
> > > products, and set a product rate of 5% for this(those)
> > > categorie(s) in relation with your store.
> > >
> > > Have a look at
> > > https://demo.hotwaxmedia.com/accounting/control/EditTaxAuthorityRateProducts?taxAuthPartyId=_NA_&taxAuthGeoId=_NA_
> > > which is the default Party used for POS client (but PA will be the one
> > > for your store, see Vat Tax Auth Geo Id and Vat Tax Auth
> > > Party Id)
> > >
> > > Jacques
> > >
> > >
> >
>

Branden Strickland

Sales Tax

I changed _NA_ to reflect the percentage, added _NA_ to my store's Vat Tax
Auth Geo ID and Vat Tax Auth Party ID.

I don't know where else to change it. I added _NA_ to my party's "Tax
Infos" tab as well.

I'm still getting 0.0 for every product. Is there something on the products
data that I'm missing?

Nothing like adding over 100 items to figure out you need to change them
all. I'm going to take a look at them while I await a reply.

Thanks lads.

On Thu, Mar 13, 2008 at 1:56 PM, Branden Strickland <
[hidden email]> wrote:

> That makes perfect sense. I was creating a new tax auth for PA, and
> completely ignoring the _NA_ thinking I wouldn't need it anymore.
>
> I'll work on this and see how it works.
>
> Is there a way to change the Code in the POS so that it points somewhere
> more specific?
>
> Thanks!
>
>
> On Tue, Mar 11, 2008 at 4:37 AM, Jacques Le Roux <
> [hidden email]> wrote:
>
> > Not sure of your question/ issue but beware that tax is applied to the
> > client. The client by default in POS is unknown (_NA_), so his/her geoId .
> > Hence you must set also _NA_ with the value of PA and it should work like
> > you want (after all you are selling in PA isn'it ?).
> > ,
> > Jacques
> >
> > ----- Original Message -----
> > *From:* Branden Strickland <[hidden email]>
> > *To:* [hidden email] ; Jacques Le Roux<[hidden email]>
> > *Sent:* Monday, March 10, 2008 9:40 PM
> > *Subject:* Re: Sales Tax
> >
> > Jaques,
> >
> > I've gotten everything (store, product, party) set for my geo id, and
> > tax vat id.
> > I've set up accounting for the tax_authority and set it to my
> > categories, and my store.
> > I've looked through and grepped for so much stuff that would have to do
> > with tax, but to no avail. I've read over the document you gave me, but
> > look below.
> >
> > when I run the POS terminal I get this
> > for condition:((productStoreId = '9100' OR productStoreId IS NULL) AND
> > ((taxAuthPartyId = '_NA_' AND taxAuthGeoId = '_NA_') OR (taxAuthPartyId =
> > 'NY_DTF' AND taxAuthGeoId = 'NY') OR (taxAuthPartyId = 'USA_IRS' AND
> > taxAuthGeoId = 'USA')) AND (productCategoryId IS NULL OR productCategoryId
> > IN ( 'mamascategory' )) AND (minItemPrice IS NULL OR minItemPrice <= '
> > 1.5') AND (minPurchase IS NULL OR minPurchase <= '1.5'))
> >
> > Even though in my retail store (modified version not new version of your
> > demo retail store). ID is 9001. But for some reason it's still looking for
> > _NA_ NY and USA, which is what it was to begin with.
> >
> > I did populate the db with demo data, so if something is hard coded in,
> > I'd love to know where to change it :P
> >
> > Thanks Jacques (or anyone else).
> >
> > Sorry to keep bothering you!
> >
> > On Mon, Mar 10, 2008 at 2:33 PM, Branden Strickland <
> > [hidden email]> wrote:
> >
> > > Nevermind I got it after I removed the "product info" info.
> > >
> > > hope I didn't have you diggin around!
> > >
> > > THanks for the prior advice too!
> > >
> > >
> > > On Mon, Mar 10, 2008 at 1:13 PM, Branden Strickland <
> > > [hidden email]> wrote:
> > >
> > > > Thank you!!
> > > >
> > > > I actually just found it right before I read your email. Here's
> > > > what I did.
> > > >
> > > > I made a PA state tax party group.
> > > >
> > > > I went to accounting, and set up the new tax authority, but
> > > > accidently bound it to my Company ID. Not the PA tax auth party (I thought
> > > > it was asking me which store to apply the tax to).
> > > > Now I can't delete the tax auth through the webapps, or my 'mysql'
> > > > query analyzer. I now get a foreign key constraint for that as well.. DOH!
> > > >
> > > > Any options at this point other than using manual intervention with
> > > > the a SQL DELETE command?
> > > >
> > > > Thanks Jacques!
> > > >
> > > >
> > > > On Mon, Mar 10, 2008 at 12:54 PM, Jacques Le Roux <
> > > > [hidden email]> wrote:
> > > >
> > > > > From: "Branden Strickland" <[hidden email]>
> > > > > > If I'm using the Sales tax for the POS application, must I
> > > > > create a (I live
> > > > > > in the USA in Pennsylvania) PA tax party, and then set my store
> > > > > tax info to
> > > > > > PA and set the Tax Auth ID to the party I set?
> > > > >
> > > > > Did you read
> > > > > http://docs.ofbiz.org/display/OFBTECH/OFBiz%27s+Tax+Authority+Data+Model?
> > > > >
> > > > > You must create a PA tax authority, add concerned categorie(s) of
> > > > > products, and set a product rate of 5% for this(those)
> > > > > categorie(s) in relation with your store.
> > > > >
> > > > > Have a look at
> > > > > https://demo.hotwaxmedia.com/accounting/control/EditTaxAuthorityRateProducts?taxAuthPartyId=_NA_&taxAuthGeoId=_NA_
> > > > > which is the default Party used for POS client (but PA will be the
> > > > > one for your store, see Vat Tax Auth Geo Id and Vat Tax Auth
> > > > > Party Id)
> > > > >
> > > > > Jacques
> > > > >
> > > > >
> > > >
> > >
> >
>

Branden Strickland

Re: Sales Tax

SOLVED

It should be noted that you can't (for some reason) use the demo log on
(which I was using to test) for the POS terminal (U:1 P:1). I created a new
logon for a user linked to my party and VWALA it started working.

FYI for anyone else

On Thu, Mar 13, 2008 at 2:31 PM, Branden Strickland <
[hidden email]> wrote:

> I changed _NA_ to reflect the percentage, added _NA_ to my store's Vat
> Tax Auth Geo ID and Vat Tax Auth Party ID.
>
> I don't know where else to change it. I added _NA_ to my party's "Tax
> Infos" tab as well.
>
> I'm still getting 0.0 for every product. Is there something on the
> products data that I'm missing?
>
> Nothing like adding over 100 items to figure out you need to change them
> all. I'm going to take a look at them while I await a reply.
>
> Thanks lads.
>
>
> On Thu, Mar 13, 2008 at 1:56 PM, Branden Strickland <
> [hidden email]> wrote:
>
> > That makes perfect sense. I was creating a new tax auth for PA, and
> > completely ignoring the _NA_ thinking I wouldn't need it anymore.
> >
> > I'll work on this and see how it works.
> >
> > Is there a way to change the Code in the POS so that it points somewhere
> > more specific?
> >
> > Thanks!
> >
> >
> > On Tue, Mar 11, 2008 at 4:37 AM, Jacques Le Roux <
> > [hidden email]> wrote:
> >
> > > Not sure of your question/ issue but beware that tax is applied to
> > > the client. The client by default in POS is unknown (_NA_), so his/her geoId
> > > . Hence you must set also _NA_ with the value of PA and it should work like
> > > you want (after all you are selling in PA isn'it ?).
> > > ,
> > > Jacques
> > >
> > > ----- Original Message -----
> > > *From:* Branden Strickland <[hidden email]>
> > > *To:* [hidden email] ; Jacques Le Roux<[hidden email]>
> > > *Sent:* Monday, March 10, 2008 9:40 PM
> > > *Subject:* Re: Sales Tax
> > >
> > > Jaques,
> > >
> > > I've gotten everything (store, product, party) set for my geo id, and
> > > tax vat id.
> > > I've set up accounting for the tax_authority and set it to my
> > > categories, and my store.
> > > I've looked through and grepped for so much stuff that would have to
> > > do with tax, but to no avail. I've read over the document you gave me, but
> > > look below.
> > >
> > > when I run the POS terminal I get this
> > > for condition:((productStoreId = '9100' OR productStoreId IS NULL)
> > > AND ((taxAuthPartyId = '_NA_' AND taxAuthGeoId = '_NA_') OR (taxAuthPartyId
> > > = 'NY_DTF' AND taxAuthGeoId = 'NY') OR (taxAuthPartyId = 'USA_IRS' AND
> > > taxAuthGeoId = 'USA')) AND (productCategoryId IS NULL OR productCategoryId
> > > IN ( 'mamascategory' )) AND (minItemPrice IS NULL OR minItemPrice <= '
> > > 1.5') AND (minPurchase IS NULL OR minPurchase <= '1.5'))
> > >
> > > Even though in my retail store (modified version not new version of
> > > your demo retail store). ID is 9001. But for some reason it's still looking
> > > for _NA_ NY and USA, which is what it was to begin with.
> > >
> > > I did populate the db with demo data, so if something is hard coded
> > > in, I'd love to know where to change it :P
> > >
> > > Thanks Jacques (or anyone else).
> > >
> > > Sorry to keep bothering you!
> > >
> > > On Mon, Mar 10, 2008 at 2:33 PM, Branden Strickland <
> > > [hidden email]> wrote:
> > >
> > > > Nevermind I got it after I removed the "product info" info.
> > > >
> > > > hope I didn't have you diggin around!
> > > >
> > > > THanks for the prior advice too!
> > > >
> > > >
> > > > On Mon, Mar 10, 2008 at 1:13 PM, Branden Strickland <
> > > > [hidden email]> wrote:
> > > >
> > > > > Thank you!!
> > > > >
> > > > > I actually just found it right before I read your email. Here's
> > > > > what I did.
> > > > >
> > > > > I made a PA state tax party group.
> > > > >
> > > > > I went to accounting, and set up the new tax authority, but
> > > > > accidently bound it to my Company ID. Not the PA tax auth party (I thought
> > > > > it was asking me which store to apply the tax to).
> > > > > Now I can't delete the tax auth through the webapps, or my 'mysql'
> > > > > query analyzer. I now get a foreign key constraint for that as well.. DOH!
> > > > >
> > > > > Any options at this point other than using manual intervention
> > > > > with the a SQL DELETE command?
> > > > >
> > > > > Thanks Jacques!
> > > > >
> > > > >
> > > > > On Mon, Mar 10, 2008 at 12:54 PM, Jacques Le Roux <
> > > > > [hidden email]> wrote:
> > > > >
> > > > > > From: "Branden Strickland" <[hidden email]>
> > > > > > > If I'm using the Sales tax for the POS application, must I
> > > > > > create a (I live
> > > > > > > in the USA in Pennsylvania) PA tax party, and then set my
> > > > > > store tax info to
> > > > > > > PA and set the Tax Auth ID to the party I set?
> > > > > >
> > > > > > Did you read
> > > > > > http://docs.ofbiz.org/display/OFBTECH/OFBiz%27s+Tax+Authority+Data+Model?
> > > > > >
> > > > > > You must create a PA tax authority, add concerned categorie(s)
> > > > > > of products, and set a product rate of 5% for this(those)
> > > > > > categorie(s) in relation with your store.
> > > > > >
> > > > > > Have a look at
> > > > > > https://demo.hotwaxmedia.com/accounting/control/EditTaxAuthorityRateProducts?taxAuthPartyId=_NA_&taxAuthGeoId=_NA_
> > > > > > which is the default Party used for POS client (but PA will be
> > > > > > the one for your store, see Vat Tax Auth Geo Id and Vat Tax Auth
> > > > > > Party Id)
> > > > > >
> > > > > > Jacques
> > > > > >
> > > > > >
> > > > >
> > > >
> > >
> >
>
>

Jacques Le Roux

Re: Sales Tax

Administrator

In reply to this post by Branden Strickland

From: "Branden Strickland" <[hidden email]>
>I changed _NA_ to reflect the percentage,

Good (I suppose you mean in tax authority)

>added _NA_ to my store's Vat Tax
> Auth Geo ID and Vat Tax Auth Party ID.
> I don't know where else to change it. I added _NA_ to my party's "Tax
> Infos" tab as well.

Nogood, keep your real values (PA was). You must understand what you are doing, else you will run into problems... Here _NA_ is the
Geo of the client (tax is for the client) not for you store (you report taxes somewhere, isn'it ?)

Jacques

> I'm still getting 0.0 for every product. Is there something on the products
> data that I'm missing?
>
> Nothing like adding over 100 items to figure out you need to change them
> all. I'm going to take a look at them while I await a reply.
>
> Thanks lads.
>
>
> On Thu, Mar 13, 2008 at 1:56 PM, Branden Strickland <
> [hidden email]> wrote:
>
>> That makes perfect sense. I was creating a new tax auth for PA, and
>> completely ignoring the _NA_ thinking I wouldn't need it anymore.
>>
>> I'll work on this and see how it works.
>>
>> Is there a way to change the Code in the POS so that it points somewhere
>> more specific?
>>
>> Thanks!
>>
>>
>> On Tue, Mar 11, 2008 at 4:37 AM, Jacques Le Roux <
>> [hidden email]> wrote:
>>
>> > Not sure of your question/ issue but beware that tax is applied to the
>> > client. The client by default in POS is unknown (_NA_), so his/her geoId .
>> > Hence you must set also _NA_ with the value of PA and it should work like
>> > you want (after all you are selling in PA isn'it ?).
>> > ,
>> > Jacques
>> >
>> > ----- Original Message -----
>> > *From:* Branden Strickland <[hidden email]>
>> > *To:* [hidden email] ; Jacques Le Roux<[hidden email]>
>> > *Sent:* Monday, March 10, 2008 9:40 PM
>> > *Subject:* Re: Sales Tax
>> >
>> > Jaques,
>> >
>> > I've gotten everything (store, product, party) set for my geo id, and
>> > tax vat id.
>> > I've set up accounting for the tax_authority and set it to my
>> > categories, and my store.
>> > I've looked through and grepped for so much stuff that would have to do
>> > with tax, but to no avail. I've read over the document you gave me, but
>> > look below.
>> >
>> > when I run the POS terminal I get this
>> > for condition:((productStoreId = '9100' OR productStoreId IS NULL) AND
>> > ((taxAuthPartyId = '_NA_' AND taxAuthGeoId = '_NA_') OR (taxAuthPartyId =
>> > 'NY_DTF' AND taxAuthGeoId = 'NY') OR (taxAuthPartyId = 'USA_IRS' AND
>> > taxAuthGeoId = 'USA')) AND (productCategoryId IS NULL OR productCategoryId
>> > IN ( 'mamascategory' )) AND (minItemPrice IS NULL OR minItemPrice <= '
>> > 1.5') AND (minPurchase IS NULL OR minPurchase <= '1.5'))
>> >
>> > Even though in my retail store (modified version not new version of your
>> > demo retail store). ID is 9001. But for some reason it's still looking for
>> > _NA_ NY and USA, which is what it was to begin with.
>> >
>> > I did populate the db with demo data, so if something is hard coded in,
>> > I'd love to know where to change it :P
>> >
>> > Thanks Jacques (or anyone else).
>> >
>> > Sorry to keep bothering you!
>> >
>> > On Mon, Mar 10, 2008 at 2:33 PM, Branden Strickland <
>> > [hidden email]> wrote:
>> >
>> > > Nevermind I got it after I removed the "product info" info.
>> > >
>> > > hope I didn't have you diggin around!
>> > >
>> > > THanks for the prior advice too!
>> > >
>> > >
>> > > On Mon, Mar 10, 2008 at 1:13 PM, Branden Strickland <
>> > > [hidden email]> wrote:
>> > >
>> > > > Thank you!!
>> > > >
>> > > > I actually just found it right before I read your email. Here's
>> > > > what I did.
>> > > >
>> > > > I made a PA state tax party group.
>> > > >
>> > > > I went to accounting, and set up the new tax authority, but
>> > > > accidently bound it to my Company ID. Not the PA tax auth party (I thought
>> > > > it was asking me which store to apply the tax to).
>> > > > Now I can't delete the tax auth through the webapps, or my 'mysql'
>> > > > query analyzer. I now get a foreign key constraint for that as well.. DOH!
>> > > >
>> > > > Any options at this point other than using manual intervention with
>> > > > the a SQL DELETE command?
>> > > >
>> > > > Thanks Jacques!
>> > > >
>> > > >
>> > > > On Mon, Mar 10, 2008 at 12:54 PM, Jacques Le Roux <
>> > > > [hidden email]> wrote:
>> > > >
>> > > > > From: "Branden Strickland" <[hidden email]>
>> > > > > > If I'm using the Sales tax for the POS application, must I
>> > > > > create a (I live
>> > > > > > in the USA in Pennsylvania) PA tax party, and then set my store
>> > > > > tax info to
>> > > > > > PA and set the Tax Auth ID to the party I set?
>> > > > >
>> > > > > Did you read
>> > > > > http://docs.ofbiz.org/display/OFBTECH/OFBiz%27s+Tax+Authority+Data+Model?
>> > > > >
>> > > > > You must create a PA tax authority, add concerned categorie(s) of
>> > > > > products, and set a product rate of 5% for this(those)
>> > > > > categorie(s) in relation with your store.
>> > > > >
>> > > > > Have a look at
>> > > > > https://demo.hotwaxmedia.com/accounting/control/EditTaxAuthorityRateProducts?taxAuthPartyId=_NA_&taxAuthGeoId=_NA_
>> > > > > which is the default Party used for POS client (but PA will be the
>> > > > > one for your store, see Vat Tax Auth Geo Id and Vat Tax Auth
>> > > > > Party Id)
>> > > > >
>> > > > > Jacques
>> > > > >
>> > > > >
>> > > >
>> > >
>> >
>>
>

Jacques Le Roux

Re: Sales Tax

Administrator

In reply to this post by Branden Strickland

From: "Branden Strickland" <[hidden email]>
> SOLVED
>
> It should be noted that you can't (for some reason) use the demo log on
> (which I was using to test) for the POS terminal (U:1 P:1). I created a new
> logon for a user linked to my party and VWALA it started working.

Could you explain "it started working" ?

Thanks

Jacques

> FYI for anyone else
>
> On Thu, Mar 13, 2008 at 2:31 PM, Branden Strickland <
> [hidden email]> wrote:
>
>> I changed _NA_ to reflect the percentage, added _NA_ to my store's Vat
>> Tax Auth Geo ID and Vat Tax Auth Party ID.
>>
>> I don't know where else to change it. I added _NA_ to my party's "Tax
>> Infos" tab as well.
>>
>> I'm still getting 0.0 for every product. Is there something on the
>> products data that I'm missing?
>>
>> Nothing like adding over 100 items to figure out you need to change them
>> all. I'm going to take a look at them while I await a reply.
>>
>> Thanks lads.
>>
>>
>> On Thu, Mar 13, 2008 at 1:56 PM, Branden Strickland <
>> [hidden email]> wrote:
>>
>> > That makes perfect sense. I was creating a new tax auth for PA, and
>> > completely ignoring the _NA_ thinking I wouldn't need it anymore.
>> >
>> > I'll work on this and see how it works.
>> >
>> > Is there a way to change the Code in the POS so that it points somewhere
>> > more specific?
>> >
>> > Thanks!
>> >
>> >
>> > On Tue, Mar 11, 2008 at 4:37 AM, Jacques Le Roux <
>> > [hidden email]> wrote:
>> >
>> > > Not sure of your question/ issue but beware that tax is applied to
>> > > the client. The client by default in POS is unknown (_NA_), so his/her geoId
>> > > . Hence you must set also _NA_ with the value of PA and it should work like
>> > > you want (after all you are selling in PA isn'it ?).
>> > > ,
>> > > Jacques
>> > >
>> > > ----- Original Message -----
>> > > *From:* Branden Strickland <[hidden email]>
>> > > *To:* [hidden email] ; Jacques Le Roux<[hidden email]>
>> > > *Sent:* Monday, March 10, 2008 9:40 PM
>> > > *Subject:* Re: Sales Tax
>> > >
>> > > Jaques,
>> > >
>> > > I've gotten everything (store, product, party) set for my geo id, and
>> > > tax vat id.
>> > > I've set up accounting for the tax_authority and set it to my
>> > > categories, and my store.
>> > > I've looked through and grepped for so much stuff that would have to
>> > > do with tax, but to no avail. I've read over the document you gave me, but
>> > > look below.
>> > >
>> > > when I run the POS terminal I get this
>> > > for condition:((productStoreId = '9100' OR productStoreId IS NULL)
>> > > AND ((taxAuthPartyId = '_NA_' AND taxAuthGeoId = '_NA_') OR (taxAuthPartyId
>> > > = 'NY_DTF' AND taxAuthGeoId = 'NY') OR (taxAuthPartyId = 'USA_IRS' AND
>> > > taxAuthGeoId = 'USA')) AND (productCategoryId IS NULL OR productCategoryId
>> > > IN ( 'mamascategory' )) AND (minItemPrice IS NULL OR minItemPrice <= '
>> > > 1.5') AND (minPurchase IS NULL OR minPurchase <= '1.5'))
>> > >
>> > > Even though in my retail store (modified version not new version of
>> > > your demo retail store). ID is 9001. But for some reason it's still looking
>> > > for _NA_ NY and USA, which is what it was to begin with.
>> > >
>> > > I did populate the db with demo data, so if something is hard coded
>> > > in, I'd love to know where to change it :P
>> > >
>> > > Thanks Jacques (or anyone else).
>> > >
>> > > Sorry to keep bothering you!
>> > >
>> > > On Mon, Mar 10, 2008 at 2:33 PM, Branden Strickland <
>> > > [hidden email]> wrote:
>> > >
>> > > > Nevermind I got it after I removed the "product info" info.
>> > > >
>> > > > hope I didn't have you diggin around!
>> > > >
>> > > > THanks for the prior advice too!
>> > > >
>> > > >
>> > > > On Mon, Mar 10, 2008 at 1:13 PM, Branden Strickland <
>> > > > [hidden email]> wrote:
>> > > >
>> > > > > Thank you!!
>> > > > >
>> > > > > I actually just found it right before I read your email. Here's
>> > > > > what I did.
>> > > > >
>> > > > > I made a PA state tax party group.
>> > > > >
>> > > > > I went to accounting, and set up the new tax authority, but
>> > > > > accidently bound it to my Company ID. Not the PA tax auth party (I thought
>> > > > > it was asking me which store to apply the tax to).
>> > > > > Now I can't delete the tax auth through the webapps, or my 'mysql'
>> > > > > query analyzer. I now get a foreign key constraint for that as well.. DOH!
>> > > > >
>> > > > > Any options at this point other than using manual intervention
>> > > > > with the a SQL DELETE command?
>> > > > >
>> > > > > Thanks Jacques!
>> > > > >
>> > > > >
>> > > > > On Mon, Mar 10, 2008 at 12:54 PM, Jacques Le Roux <
>> > > > > [hidden email]> wrote:
>> > > > >
>> > > > > > From: "Branden Strickland" <[hidden email]>
>> > > > > > > If I'm using the Sales tax for the POS application, must I
>> > > > > > create a (I live
>> > > > > > > in the USA in Pennsylvania) PA tax party, and then set my
>> > > > > > store tax info to
>> > > > > > > PA and set the Tax Auth ID to the party I set?
>> > > > > >
>> > > > > > Did you read
>> > > > > > http://docs.ofbiz.org/display/OFBTECH/OFBiz%27s+Tax+Authority+Data+Model?
>> > > > > >
>> > > > > > You must create a PA tax authority, add concerned categorie(s)
>> > > > > > of products, and set a product rate of 5% for this(those)
>> > > > > > categorie(s) in relation with your store.
>> > > > > >
>> > > > > > Have a look at
>> > > > > > https://demo.hotwaxmedia.com/accounting/control/EditTaxAuthorityRateProducts?taxAuthPartyId=_NA_&taxAuthGeoId=_NA_
>> > > > > > which is the default Party used for POS client (but PA will be
>> > > > > > the one for your store, see Vat Tax Auth Geo Id and Vat Tax Auth
>> > > > > > Party Id)
>> > > > > >
>> > > > > > Jacques
>> > > > > >
>> > > > > >
>> > > > >
>> > > >
>> > >
>> >
>>
>>
>

Branden Strickland

Re: Sales Tax

Sorry for the late reply Jacques.

It was always working I'm sure, but it wouldn't register any tax no matter
what if I was using the demo U:1 P:1 to log into the POS termnal. Once I
set up my own login for the POS using (ex. U:100 P:01389) then it picked the
tax up.

Not completely sure why it wouldn't under the default demo logon.

Is that what you were wondering?

On Thu, Mar 13, 2008 at 5:08 PM, Jacques Le Roux <
[hidden email]> wrote:

> From: "Branden Strickland" <[hidden email]>
> > SOLVED
> >
> > It should be noted that you can't (for some reason) use the demo log on
> > (which I was using to test) for the POS terminal (U:1 P:1). I created a
> new
> > logon for a user linked to my party and VWALA it started working.
>
> Could ySou explain "it started working" ?
>
> Thanks
>
> Jacques
>
>
> > FYI for anyone else
> >
> > On Thu, Mar 13, 2008 at 2:31 PM, Branden Strickland <
> > [hidden email]> wrote:
> >
> >> I changed _NA_ to reflect the percentage, added _NA_ to my store's Vat
> >> Tax Auth Geo ID and Vat Tax Auth Party ID.
> >>
> >> I don't know where else to change it. I added _NA_ to my party's "Tax
> >> Infos" tab as well.
> >>
> >> I'm still getting 0.0 for every product. Is there something on the
> >> products data that I'm missing?
> >>
> >> Nothing like adding over 100 items to figure out you need to change
> them
> >> all. I'm going to take a look at them while I await a reply.
> >>
> >> Thanks lads.
> >>
> >>
> >> On Thu, Mar 13, 2008 at 1:56 PM, Branden Strickland <
> >> [hidden email]> wrote:
> >>
> >> > That makes perfect sense. I was creating a new tax auth for PA, and
> >> > completely ignoring the _NA_ thinking I wouldn't need it anymore.
> >> >
> >> > I'll work on this and see how it works.
> >> >
> >> > Is there a way to change the Code in the POS so that it points
> somewhere
> >> > more specific?
> >> >
> >> > Thanks!
> >> >
> >> >
> >> > On Tue, Mar 11, 2008 at 4:37 AM, Jacques Le Roux <
> >> > [hidden email]> wrote:
> >> >
> >> > > Not sure of your question/ issue but beware that tax is applied to
> >> > > the client. The client by default in POS is unknown (_NA_), so
> his/her geoId
> >> > > . Hence you must set also _NA_ with the value of PA and it should
> work like
> >> > > you want (after all you are selling in PA isn'it ?).
> >> > > ,
> >> > > Jacques
> >> > >
> >> > > ----- Original Message -----
> >> > > *From:* Branden Strickland <[hidden email]>
> >> > > *To:* [hidden email] ; Jacques Le Roux<
> [hidden email]>
> >> > > *Sent:* Monday, March 10, 2008 9:40 PM
> >> > > *Subject:* Re: Sales Tax
> >> > >
> >> > > Jaques,
> >> > >
> >> > > I've gotten everything (store, product, party) set for my geo id,
> and
> >> > > tax vat id.
> >> > > I've set up accounting for the tax_authority and set it to my
> >> > > categories, and my store.
> >> > > I've looked through and grepped for so much stuff that would have
> to
> >> > > do with tax, but to no avail. I've read over the document you gave
> me, but
> >> > > look below.
> >> > >
> >> > > when I run the POS terminal I get this
> >> > > for condition:((productStoreId = '9100' OR productStoreId IS NULL)
> >> > > AND ((taxAuthPartyId = '_NA_' AND taxAuthGeoId = '_NA_') OR
> (taxAuthPartyId
> >> > > = 'NY_DTF' AND taxAuthGeoId = 'NY') OR (taxAuthPartyId = 'USA_IRS'
> AND
> >> > > taxAuthGeoId = 'USA')) AND (productCategoryId IS NULL OR
> productCategoryId
> >> > > IN ( 'mamascategory' )) AND (minItemPrice IS NULL OR minItemPrice
> <= '
> >> > > 1.5') AND (minPurchase IS NULL OR minPurchase <= '1.5'))
> >> > >
> >> > > Even though in my retail store (modified version not new version of
> >> > > your demo retail store). ID is 9001. But for some reason it's
> still looking
> >> > > for _NA_ NY and USA, which is what it was to begin with.
> >> > >
> >> > > I did populate the db with demo data, so if something is hard coded
> >> > > in, I'd love to know where to change it :P
> >> > >
> >> > > Thanks Jacques (or anyone else).
> >> > >
> >> > > Sorry to keep bothering you!
> >> > >
> >> > > On Mon, Mar 10, 2008 at 2:33 PM, Branden Strickland <
> >> > > [hidden email]> wrote:
> >> > >
> >> > > > Nevermind I got it after I removed the "product info" info.
> >> > > >
> >> > > > hope I didn't have you diggin around!
> >> > > >
> >> > > > THanks for the prior advice too!
> >> > > >
> >> > > >
> >> > > > On Mon, Mar 10, 2008 at 1:13 PM, Branden Strickland <
> >> > > > [hidden email]> wrote:
> >> > > >
> >> > > > > Thank you!!
> >> > > > >
> >> > > > > I actually just found it right before I read your email.
> Here's
> >> > > > > what I did.
> >> > > > >
> >> > > > > I made a PA state tax party group.
> >> > > > >
> >> > > > > I went to accounting, and set up the new tax authority, but
> >> > > > > accidently bound it to my Company ID. Not the PA tax auth
> party (I thought
> >> > > > > it was asking me which store to apply the tax to).
> >> > > > > Now I can't delete the tax auth through the webapps, or my
> 'mysql'
> >> > > > > query analyzer. I now get a foreign key constraint for that as
> well.. DOH!
> >> > > > >
> >> > > > > Any options at this point other than using manual intervention
> >> > > > > with the a SQL DELETE command?
> >> > > > >
> >> > > > > Thanks Jacques!
> >> > > > >
> >> > > > >
> >> > > > > On Mon, Mar 10, 2008 at 12:54 PM, Jacques Le Roux <
> >> > > > > [hidden email]> wrote:
> >> > > > >
> >> > > > > > From: "Branden Strickland" <[hidden email]>
> >> > > > > > > If I'm using the Sales tax for the POS application, must I
> >> > > > > > create a (I live
> >> > > > > > > in the USA in Pennsylvania) PA tax party, and then set my
> >> > > > > > store tax info to
> >> > > > > > > PA and set the Tax Auth ID to the party I set?
> >> > > > > >
> >> > > > > > Did you read
> >> > > > > >
> http://docs.ofbiz.org/display/OFBTECH/OFBiz%27s+Tax+Authority+Data+Model?
> >> > > > > >
> >> > > > > > You must create a PA tax authority, add concerned
> categorie(s)
> >> > > > > > of products, and set a product rate of 5% for this(those)
> >> > > > > > categorie(s) in relation with your store.
> >> > > > > >
> >> > > > > > Have a look at
> >> > > > > >
> https://demo.hotwaxmedia.com/accounting/control/EditTaxAuthorityRateProducts?taxAuthPartyId=_NA_&taxAuthGeoId=_NA_
> >> > > > > > which is the default Party used for POS client (but PA will
> be
> >> > > > > > the one for your store, see Vat Tax Auth Geo Id and Vat Tax
> Auth
> >> > > > > > Party Id)
> >> > > > > >
> >> > > > > > Jacques
> >> > > > > >
> >> > > > > >
> >> > > > >
> >> > > >
> >> > >
> >> >
> >>
> >>
> >
>

Jacques Le Roux

Re: Sales Tax

Administrator

From: "Branden Strickland" <[hidden email]>

> Sorry for the late reply Jacques.
>
> It was always working I'm sure, but it wouldn't register any tax no matter
> what if I was using the demo U:1 P:1 to log into the POS termnal. Once I
> set up my own login for the POS using (ex. U:100 P:01389) then it picked the
> tax up.
>
> Not completely sure why it wouldn't under the default demo logon.
>
> Is that what you were wondering?

Yes, it's surely related to your taxes configuration, anyway forget it as it works :o)

Jacques

> On Thu, Mar 13, 2008 at 5:08 PM, Jacques Le Roux <
> [hidden email]> wrote:
>
>> From: "Branden Strickland" <[hidden email]>
>> > SOLVED
>> >
>> > It should be noted that you can't (for some reason) use the demo log on
>> > (which I was using to test) for the POS terminal (U:1 P:1). I created a
>> new
>> > logon for a user linked to my party and VWALA it started working.
>>
>> Could ySou explain "it started working" ?
>>
>> Thanks
>>
>> Jacques
>>
>>
>> > FYI for anyone else
>> >
>> > On Thu, Mar 13, 2008 at 2:31 PM, Branden Strickland <
>> > [hidden email]> wrote:
>> >
>> >> I changed _NA_ to reflect the percentage, added _NA_ to my store's Vat
>> >> Tax Auth Geo ID and Vat Tax Auth Party ID.
>> >>
>> >> I don't know where else to change it. I added _NA_ to my party's "Tax
>> >> Infos" tab as well.
>> >>
>> >> I'm still getting 0.0 for every product. Is there something on the
>> >> products data that I'm missing?
>> >>
>> >> Nothing like adding over 100 items to figure out you need to change
>> them
>> >> all. I'm going to take a look at them while I await a reply.
>> >>
>> >> Thanks lads.
>> >>
>> >>
>> >> On Thu, Mar 13, 2008 at 1:56 PM, Branden Strickland <
>> >> [hidden email]> wrote:
>> >>
>> >> > That makes perfect sense. I was creating a new tax auth for PA, and
>> >> > completely ignoring the _NA_ thinking I wouldn't need it anymore.
>> >> >
>> >> > I'll work on this and see how it works.
>> >> >
>> >> > Is there a way to change the Code in the POS so that it points
>> somewhere
>> >> > more specific?
>> >> >
>> >> > Thanks!
>> >> >
>> >> >
>> >> > On Tue, Mar 11, 2008 at 4:37 AM, Jacques Le Roux <
>> >> > [hidden email]> wrote:
>> >> >
>> >> > > Not sure of your question/ issue but beware that tax is applied to
>> >> > > the client. The client by default in POS is unknown (_NA_), so
>> his/her geoId
>> >> > > . Hence you must set also _NA_ with the value of PA and it should
>> work like
>> >> > > you want (after all you are selling in PA isn'it ?).
>> >> > > ,
>> >> > > Jacques
>> >> > >
>> >> > > ----- Original Message -----
>> >> > > *From:* Branden Strickland <[hidden email]>
>> >> > > *To:* [hidden email] ; Jacques Le Roux<
>> [hidden email]>
>> >> > > *Sent:* Monday, March 10, 2008 9:40 PM
>> >> > > *Subject:* Re: Sales Tax
>> >> > >
>> >> > > Jaques,
>> >> > >
>> >> > > I've gotten everything (store, product, party) set for my geo id,
>> and
>> >> > > tax vat id.
>> >> > > I've set up accounting for the tax_authority and set it to my
>> >> > > categories, and my store.
>> >> > > I've looked through and grepped for so much stuff that would have
>> to
>> >> > > do with tax, but to no avail. I've read over the document you gave
>> me, but
>> >> > > look below.
>> >> > >
>> >> > > when I run the POS terminal I get this
>> >> > > for condition:((productStoreId = '9100' OR productStoreId IS NULL)
>> >> > > AND ((taxAuthPartyId = '_NA_' AND taxAuthGeoId = '_NA_') OR
>> (taxAuthPartyId
>> >> > > = 'NY_DTF' AND taxAuthGeoId = 'NY') OR (taxAuthPartyId = 'USA_IRS'
>> AND
>> >> > > taxAuthGeoId = 'USA')) AND (productCategoryId IS NULL OR
>> productCategoryId
>> >> > > IN ( 'mamascategory' )) AND (minItemPrice IS NULL OR minItemPrice
>> <= '
>> >> > > 1.5') AND (minPurchase IS NULL OR minPurchase <= '1.5'))
>> >> > >
>> >> > > Even though in my retail store (modified version not new version of
>> >> > > your demo retail store). ID is 9001. But for some reason it's
>> still looking
>> >> > > for _NA_ NY and USA, which is what it was to begin with.
>> >> > >
>> >> > > I did populate the db with demo data, so if something is hard coded
>> >> > > in, I'd love to know where to change it :P
>> >> > >
>> >> > > Thanks Jacques (or anyone else).
>> >> > >
>> >> > > Sorry to keep bothering you!
>> >> > >
>> >> > > On Mon, Mar 10, 2008 at 2:33 PM, Branden Strickland <
>> >> > > [hidden email]> wrote:
>> >> > >
>> >> > > > Nevermind I got it after I removed the "product info" info.
>> >> > > >
>> >> > > > hope I didn't have you diggin around!
>> >> > > >
>> >> > > > THanks for the prior advice too!
>> >> > > >
>> >> > > >
>> >> > > > On Mon, Mar 10, 2008 at 1:13 PM, Branden Strickland <
>> >> > > > [hidden email]> wrote:
>> >> > > >
>> >> > > > > Thank you!!
>> >> > > > >
>> >> > > > > I actually just found it right before I read your email.
>> Here's
>> >> > > > > what I did.
>> >> > > > >
>> >> > > > > I made a PA state tax party group.
>> >> > > > >
>> >> > > > > I went to accounting, and set up the new tax authority, but
>> >> > > > > accidently bound it to my Company ID. Not the PA tax auth
>> party (I thought
>> >> > > > > it was asking me which store to apply the tax to).
>> >> > > > > Now I can't delete the tax auth through the webapps, or my
>> 'mysql'
>> >> > > > > query analyzer. I now get a foreign key constraint for that as
>> well.. DOH!
>> >> > > > >
>> >> > > > > Any options at this point other than using manual intervention
>> >> > > > > with the a SQL DELETE command?
>> >> > > > >
>> >> > > > > Thanks Jacques!
>> >> > > > >
>> >> > > > >
>> >> > > > > On Mon, Mar 10, 2008 at 12:54 PM, Jacques Le Roux <
>> >> > > > > [hidden email]> wrote:
>> >> > > > >
>> >> > > > > > From: "Branden Strickland" <[hidden email]>
>> >> > > > > > > If I'm using the Sales tax for the POS application, must I
>> >> > > > > > create a (I live
>> >> > > > > > > in the USA in Pennsylvania) PA tax party, and then set my
>> >> > > > > > store tax info to
>> >> > > > > > > PA and set the Tax Auth ID to the party I set?
>> >> > > > > >
>> >> > > > > > Did you read
>> >> > > > > >
>> http://docs.ofbiz.org/display/OFBTECH/OFBiz%27s+Tax+Authority+Data+Model?
>> >> > > > > >
>> >> > > > > > You must create a PA tax authority, add concerned
>> categorie(s)
>> >> > > > > > of products, and set a product rate of 5% for this(those)
>> >> > > > > > categorie(s) in relation with your store.
>> >> > > > > >
>> >> > > > > > Have a look at
>> >> > > > > >
>> https://demo.hotwaxmedia.com/accounting/control/EditTaxAuthorityRateProducts?taxAuthPartyId=_NA_&taxAuthGeoId=_NA_
>> >> > > > > > which is the default Party used for POS client (but PA will
>> be
>> >> > > > > > the one for your store, see Vat Tax Auth Geo Id and Vat Tax
>> Auth
>> >> > > > > > Party Id)
>> >> > > > > >
>> >> > > > > > Jacques
>> >> > > > > >
>> >> > > > > >
>> >> > > > >
>> >> > > >
>> >> > >
>> >> >
>> >>
>> >>
>> >
>>
>