Triangular VAT in Europe ?

[Nicolas Malin-2]

Hello, In Europe with the B2B drop shipment process we have a specific rule to calculate the VAT. The particularity comes from the purchase order, applying the VAT of the product origin country if billing address OR shipping address is in the same country. 1. I'm a French society that ordered product from Italy to sale in Denmark -> No VAT 2. I'm a French society that ordered product from Italy to sale in Italy -> Italian VAT 3. I'm a French society that ordered product from France to sale in Italy -> French VAT Currently to resolve the taxAuth in OFBiz we use the shipping address only, so we can see that the point 3. isn't covered because the product wasn't shipped in France. Does anyone ever met the same problem ? I propose to improve the taxAuth resolution with also the origin address and the billing address. After that, I have the problem to say when we need to check the origin instead of the shipping. Hmmmm ... my first idea would be to check if the payToPartyId is an internal organisation. If yes, resolve taxAuth with the shipping else, I check if the origin is the same country than the shipping or billing. After TaxAuth the rate resolved come without change. However, I suggest to add a customMethodId on taxAuthRateProduct to increase the configuration of complex cases.

Any suggest ?

[Heidi Dehaes - Olagos]

Hello,

There exists also something like the refutation of the VAT (la réfutation du TVA).

If a company in Belgium purchases a product or service in the Netherlands, the company in the Netherlands can send an invoice to the Belgium company without VAT by mentioning "refutation of VAT" and it is the Belgium company who will have to pay the VAT afterwards to the VAT organisation.

Eric

2016-01-27 16:37 GMT+01:00 Nicolas Malin <[hidden email]>:

Hello, In Europe with the B2B drop shipment process we have a specific rule to calculate the VAT. The particularity comes from the purchase order, applying the VAT of the product origin country if billing address OR shipping address is in the same country. 1. I'm a French society that ordered product from Italy to sale in Denmark -> No VAT 2. I'm a French society that ordered product from Italy to sale in Italy -> Italian VAT 3. I'm a French society that ordered product from France to sale in Italy -> French VAT Currently to resolve the taxAuth in OFBiz we use the shipping address only, so we can see that the point 3. isn't covered because the product wasn't shipped in France. Does anyone ever met the same problem ? I propose to improve the taxAuth resolution with also the origin address and the billing address. After that, I have the problem to say when we need to check the origin instead of the shipping. Hmmmm ... my first idea would be to check if the payToPartyId is an internal organisation. If yes, resolve taxAuth with the shipping else, I check if the origin is the same country than the shipping or billing. After TaxAuth the rate resolved come without change. However, I suggest to add a customMethodId on taxAuthRateProduct to increase the configuration of complex cases.

Any suggest ?

--
#jeSuisCharlie

Nicolas Malin Ingénieur d'étude. Dernier sujet : "Les vaches portant un prénom pouvent trouver la sortie d'un labyrinthe en cas de toxoplasmose [hidden email] 8 rue des Déportés 37000 TOURS, 02 47 50 30 54

Apache OFBiz |  ofbiz-fr |  | réseau LE

[Nicolas Malin-2]

Le 27/01/2016 17:28, Heidi Dehaes - Olagos a écrit :
> Hello,
>
> There exists also something like the refutation of the VAT (la
> réfutation du TVA).
> If a company in Belgium purchases a product or service in the
> Netherlands, the company in the Netherlands can send an invoice to the
> Belgium company without VAT by mentioning "refutation of VAT" and it
> is the Belgium company who will have to pay the VAT afterwards to the
> VAT organisation.
And in your purchase invoice, the VAT is from Belgium ?

In other words : What vat you want to see/have on the purchase order
present in OFBiz ?

On the other way : for the sales invoices you set a vat to 0 with the
indication "refutation of VAT" ?

Nicolas

>
> Eric
>
> Olagos bvba
> Heidi Dehaes
> Kerkstraat 34
> 2570 Duffel
> Belgium
> Tel. :  [phone]
> GSM : 0485/22 35 80
> E-mail : [hidden email] <mailto:[hidden email]>
> http://www.olagos.eu <http://www.olagos.eu/>
> http://www.olagos.com <http://www.olagos.com/>
> http://www.olagos.be <http://www.olagos.be/>
> http://www.olagos.nl <http://www.olagos.nl/>
>
> 2016-01-27 16:37 GMT+01:00 Nicolas Malin <[hidden email]
> <mailto:[hidden email]>>:
>
>     Hello, In Europe with the B2B drop shipment process we have a
>     specific rule to calculate the VAT. The particularity comes from
>     the purchase order, applying the VAT of the product origin country
>     if billing address OR shipping address is in the same country. 1.
>     I'm a French society that ordered product from Italy to sale in
>     Denmark -> No VAT 2. I'm a French society that ordered product
>     from Italy to sale in Italy -> Italian VAT 3. I'm a French society
>     that ordered product from France to sale in Italy -> French VAT
>     Currently to resolve the taxAuth in OFBiz we use the shipping
>     address only, so we can see that the point 3. isn't covered
>     because the product wasn't shipped in France. Does anyone ever met
>     the same problem ? I propose to improve the taxAuth resolution
>     with also the origin address and the billing address. After that,
>     I have the problem to say when we need to check the origin instead
>     of the shipping. Hmmmm ... my first idea would be to check if the
>     payToPartyId is an internal organisation. If yes, resolve taxAuth
>     with the shipping else, I check if the origin is the same country
>     than the shipping or billing. After TaxAuth the rate resolved come
>     without change. However, I suggest to add a customMethodId on
>     taxAuthRateProduct to increase the configuration of complex cases.
>
>     Any suggest ?
>
>     --
>     #jeSuisCharlie
>     logoNrd <http://nereide.fr/>
>     Nicolas Malin
>     Ingénieur d'étude. Dernier sujet : "Les vaches portant un prénom
>     pouvent trouver la sortie d'un labyrinthe en cas de toxoplasmose
>     [hidden email] <mailto:[hidden email]>
>     8 rue des Déportés 37000 TOURS, 02 47 50 30 54
>
>     Apache OFBiz <http://ofbiz.apache.org/> | ofbiz-fr
>     <http://www.ofbiz-fr.org/> | | réseau LE
>     <http://www.libre-entreprise.org/>
>
>

[Pierre Smits]

In the EU VAT number checking is required and vat numbers must be stated on
the invoice when it comes to cross border sales (B2B), aka export of goods
and services. A site to check the VAT number is
http://ec.europa.eu/taxation_customs/vies/. See my posting in this related
thread:
http://ofbiz.markmail.org/message/7jtninjzwusf2d37?q=%22German+store+with+vat%22

If, and when, the vat number can't be verified the selling party is
required to state the domestic VAT on the export invoice. And when it can
be verified the selling party must apply the domestic VAT regime/rules to
export invoices, whereby many countries follow the principle to allow 0%
due to complications in the VAT collections process (countries don't want
to pay other countries) . Start here for a reference:
http://europa.eu/youreurope/business/vat-customs/cross-border/index_en.htm

The VAT on the purchase invoice has little to do with that, and must be
processed according to the country's regulations.

Best regards,

Pierre Smits

ORRTIZ.COM <http://www.orrtiz.com>
OFBiz based solutions & services

OFBiz Extensions Marketplace
http://oem.ofbizci.net/oci-2/

[Jacques Le Roux]

Le 27/01/2016 à 16:37, Nicolas Malin a écrit :

Hello, In Europe with the B2B drop shipment process we have a specific rule to calculate the VAT. The particularity comes from the purchase order, applying the VAT of the product origin country if billing address OR shipping address is in the same country. 1. I'm a French society that ordered product from Italy to sale in Denmark -> No VAT 2. I'm a French society that ordered product from Italy to sale in Italy -> Italian VAT 3. I'm a French society that ordered product from France to sale in Italy -> French VAT Currently to resolve the taxAuth in OFBiz we use the shipping address only, so we can see that the point 3. isn't covered because the product wasn't shipped in France. Does anyone ever met the same problem ? I propose to improve the taxAuth resolution with also the origin address and the billing address. After that, I have the problem to say when we need to check the origin instead of the shipping. Hmmmm ... my first idea would be to check if the payToPartyId is an internal organisation. If yes, resolve taxAuth with the shipping else, I check if the origin is the same country than the shipping or billing. After TaxAuth the rate resolved come without change. However, I suggest to add a customMethodId on taxAuthRateProduct to increase the configuration of complex cases.

Any suggest ?

Hi Nicolas,

Did you finally implement this? If yes would you contribute (just curious)?

Thanks

[Nicolas Malin-2]

Hi Jacques,


Le 01/05/2016 19:47, Jacques Le Roux a écrit :

Le 27/01/2016 à 16:37, Nicolas Malin a écrit :

Hello, In Europe with the B2B drop shipment process we have a specific rule to calculate the VAT. The particularity comes from the purchase order, applying the VAT of the product origin country if billing address OR shipping address is in the same country. 1. I'm a French society that ordered product from Italy to sale in Denmark -> No VAT 2. I'm a French society that ordered product from Italy to sale in Italy -> Italian VAT 3. I'm a French society that ordered product from France to sale in Italy -> French VAT Currently to resolve the taxAuth in OFBiz we use the shipping address only, so we can see that the point 3. isn't covered because the product wasn't shipped in France. Does anyone ever met the same problem ? I propose to improve the taxAuth resolution with also the origin address and the billing address. After that, I have the problem to say when we need to check the origin instead of the shipping. Hmmmm ... my first idea would be to check if the payToPartyId is an internal organisation. If yes, resolve taxAuth with the shipping else, I check if the origin is the same country than the shipping or billing. After TaxAuth the rate resolved come without change. However, I suggest to add a customMethodId on taxAuthRateProduct to increase the configuration of complex cases.

Any suggest ?

Hi Nicolas,

Did you finally implement this? If yes would you contribute (just curious)?

I sharing with pleasure, because is now in production ;)

To manage this I extend the function TaxAuthorityServices.getTaxAuthorities with this  (I implement the solution on 13.07):
****************************************
EntityCondition cond = EntityCondition.makeCondition(UtilMisc.toList(
                EntityCondition.makeCondition("partyId", payToPartyId),
                EntityCondition.makeCondition("isNexus", "Y")));
        List<GenericValue> taxAuthorityRawList = delegator.findList("PartyTaxAuthInfo", cond, null, null, null, true);
        List<EntityCondition> taxCondList = new ArrayList<EntityCondition>();
        if (!taxAuthorityRawList.isEmpty()) {
            taxCondList.add(EntityCondition.makeCondition("taxAuthPartyId", EntityOperator.IN, EntityUtil.getFieldListFromEntityList(taxAuthorityRawList, "taxAuthPartyId", true)));
            if (Debug.infoOn()) Debug.logInfo("Search tax authority relation for " + payToPartyId + " " + taxCondList, module);
            if (originAddress == null) {
                originAddress = ContactMechWorker.getTaxOriginAddress(delegator, payToPartyId);
            }
            if (billingAddress == null) {
                billingAddress = ContactMechWorker.getTaxBillingAddress(delegator, billToPartyId);
            }
            if (originAddress != null && billingAddress != null) {
                if (originAddress.getString("countryGeoId").equals(billingAddress.getString("countryGeoId"))) {
                    //ok we will analyse the country where come from the flow
                    address = originAddress;
                }
            }
            if (Debug.infoOn()) {
                Debug.logInfo("          shipping found " + shippingAddress.getString("countryGeoId"), module);
                Debug.logInfo("          origin found " + originAddress.getString("countryGeoId"), module);
                Debug.logInfo("          billing found " + billingAddress.getString("countryGeoId"), module);
                Debug.logInfo("          country found " + address.getString("countryGeoId"), module);
            }
        } else {
            if (Debug.infoOn()) Debug.logInfo("No specific relation, run the std resolution", module);
        }
******************************************

The idea, when an order check the vat, I resolv the taxAuth to use first with the payToParty. I check if this party have a dedicate relation with a specific tax authority by PartyTaxAuthInfo. If yes, I check with the shipping and the billing adress to understand if this order is cover by the same country.

If no I continue with the standard method.

This is a simple hack, because a better solution would be use the orderContachMech to resolve the shipping, billing and origin adress, but this works fine like that :) .

The rest is only data configuration on the PartyAuth and bill from vendor.


After to implement a specific text on invoice template and resolve the reason of an exoneration, I use a seca like this :

    <eca service="setInvoiceStatus" event="invoke">
         <condition operator="equals" field-name="statusId" value="INVOICE_READY"/>
         <action service="checkInvoiceForVATExemptReason" mode="sync" ignore-error="false"/>
    </eca>

The service checkInvoiceForVATExemptReason, check if the invoice have vat line and if not call this :

****************
 GenericValue partyAuth = EntityUtil.getFirst(partyAuths);
        EntityCondition condTax = EntityCondition.makeCondition(UtilMisc.toList(
                EntityExpr.makeCondition("taxAuthPartyId", partyAuth.get("taxAuthPartyId")),
                EntityExpr.makeCondition("taxAuthGeoId", partyAuth.get("taxAuthGeoId")),
                EntityExpr.makeCondition("taxPercentage", GenericEntity.NULL_FIELD),
                EntityExpr.makeCondition("taxAmount",GenericEntity.NULL_FIELD),
                EntityCondition.makeCondition("taxAuthorityRateTypeId", EntityOperator.NOT_EQUAL, "SALES_TAX")));
        List<GenericValue> taxRates = delegator.findList("TaxAuthorityRateProduct", condTax, null, UtilMisc.toList("sequenceNum"), null, true);
        if (Debug.infoOn()) Debug.logInfo(" ### taxRates " + taxRates.size(), module);
        taxRates = EntityUtil.filterByDate(taxRates, invoice.getTimestamp("invoiceDate"));
        if (UtilValidate.isEmpty(taxRates)) {
            if (Debug.infoOn()) Debug.logInfo(" no specific rules find", module);
            return result;
        }
        //check match case rate
        for (GenericValue taxRate : taxRates) {
            GenericValue custMethod = null;
            String serviceName = null;
            if (UtilValidate.isNotEmpty(taxRate.getString("customMethodId"))) {
                custMethod = delegator.findOne("CustomMethod", true, "customMethodId", taxRate.get("customMethodId"));
            }
            if (custMethod != null) serviceName = custMethod.getString("customMethodName");
            if (UtilValidate.isNotEmpty(serviceName)) {
                ModelService service = dctx.getModelService(serviceName);
                if (service != null) {
                    if (Debug.infoOn()) Debug.logInfo(" call service " + serviceName + "related to taxRate : " + taxRate.get("taxAuthorityRateSeqId"), module);
                    Map<String,Object> serviceCtx = service.makeValid(context, ModelService.IN_PARAM);
                    serviceCtx.put("taxAuthorityRateSeqId", taxRate.get("taxAuthorityRateSeqId"));
                    Map<String,Object> serviceResult = dctx.getDispatcher().runSync(serviceName, serviceCtx);
                    if (ServiceUtil.isError(serviceResult)) {
                        throw new GeneralException(ServiceUtil.getErrorMessage(serviceResult));
                    }
                    if ("Y".equalsIgnoreCase((String) serviceResult.get("taxExempt"))) {
                        Map<String, Object> invoiceItemMap = dctx.makeValidContext("createInvoiceItem", "IN", context);
                        invoiceItemMap.put("taxAuthorityRateSeqId", taxRate.get("taxAuthorityRateSeqId"));
                        invoiceItemMap.put("taxAuthPartyId", taxRate.get("taxAuthPartyId"));
                        invoiceItemMap.put("taxAuthGeoId", taxRate.get("taxAuthGeoId"));
                        invoiceItemMap.put("invoiceItemTypeId", "ITM_SALES_TAX");
                        invoiceItemMap.put("quantity", 0);
                        invoiceItemMap.put("amount", 0);
                        if (Debug.infoOn()) Debug.logInfo( "Nice is an exempt reason, store it on invoice.", module);
                        serviceResult = dctx.getDispatcher().runSync("createInvoiceItem", invoiceItemMap);
                        if (ServiceUtil.isError(serviceResult)) {
                            throw new GeneralException(ServiceUtil.getErrorMessage(serviceResult));
                        }
                        break;
                    }
                }
            }
        }
**********************
* You check the related TaxAuth with empty rate (I used Export type)
* For each find, you call a customMethod to understand why you don't have VAT

Example :
    private static boolean isEuropeanIntracomCountry(Delegator delegator, String countryGeoId) throws GenericEntityException {
        if (countryGeoId != null) {
            return delegator.findOne("GeoAssoc", true, "geoIdTo", "EU", "geoId", countryGeoId) != null;
        }
        return false;
Or
    public static Map<String, Object> checkEuropeanVatExempt(DispatchContext dctx, Map<String, Object> context)
    throws GeneralException {
        Delegator delegator = dctx.getDelegator();
        Map<String, Object> result = ServiceUtil.returnSuccess();
        String invoiceId = (String) context.get("invoiceId");
        result.put("taxExempt", "N");

        String deliveryCountryGeoId = resolvDeliveryCountryGeoId(delegator, invoiceId);
        //Si pas TVA triangulaire dans l'UE alors TVA export Intra com
        if (isEuropeanIntracomCountry(delegator, deliveryCountryGeoId)) {
            result.put("taxExempt", "Y");
        }
        return result;

My apologies for the big raw email and congrat to read up to here ! :)
Nicolas

Thanks

[Jacques Le Roux]

Thanks Nicolas,

Could you please open a Jira improvement with your comments below?

Thanks

Jacques

Le 26/05/2016 à 22:25, Nicolas Malin a écrit :

Hi Jacques,


Le 01/05/2016 19:47, Jacques Le Roux a écrit :

Le 27/01/2016 à 16:37, Nicolas Malin a écrit :

Hello, In Europe with the B2B drop shipment process we have a specific rule to calculate the VAT. The particularity comes from the purchase order, applying the VAT of the product origin country if billing address OR shipping address is in the same country. 1. I'm a French society that ordered product from Italy to sale in Denmark -> No VAT 2. I'm a French society that ordered product from Italy to sale in Italy -> Italian VAT 3. I'm a French society that ordered product from France to sale in Italy -> French VAT Currently to resolve the taxAuth in OFBiz we use the shipping address only, so we can see that the point 3. isn't covered because the product wasn't shipped in France. Does anyone ever met the same problem ? I propose to improve the taxAuth resolution with also the origin address and the billing address. After that, I have the problem to say when we need to check the origin instead of the shipping. Hmmmm ... my first idea would be to check if the payToPartyId is an internal organisation. If yes, resolve taxAuth with the shipping else, I check if the origin is the same country than the shipping or billing. After TaxAuth the rate resolved come without change. However, I suggest to add a customMethodId on taxAuthRateProduct to increase the configuration of complex cases.

Any suggest ?

Hi Nicolas,

Did you finally implement this? If yes would you contribute (just curious)?

I sharing with pleasure, because is now in production ;)

To manage this I extend the function TaxAuthorityServices.getTaxAuthorities with this  (I implement the solution on 13.07):
****************************************
EntityCondition cond = EntityCondition.makeCondition(UtilMisc.toList(
                EntityCondition.makeCondition("partyId", payToPartyId),
                EntityCondition.makeCondition("isNexus", "Y")));
        List<GenericValue> taxAuthorityRawList = delegator.findList("PartyTaxAuthInfo", cond, null, null, null, true);
        List<EntityCondition> taxCondList = new ArrayList<EntityCondition>();
        if (!taxAuthorityRawList.isEmpty()) {
            taxCondList.add(EntityCondition.makeCondition("taxAuthPartyId", EntityOperator.IN, EntityUtil.getFieldListFromEntityList(taxAuthorityRawList, "taxAuthPartyId", true)));
            if (Debug.infoOn()) Debug.logInfo("Search tax authority relation for " + payToPartyId + " " + taxCondList, module);
            if (originAddress == null) {
                originAddress = ContactMechWorker.getTaxOriginAddress(delegator, payToPartyId);
            }
            if (billingAddress == null) {
                billingAddress = ContactMechWorker.getTaxBillingAddress(delegator, billToPartyId);
            }
            if (originAddress != null && billingAddress != null) {
                if (originAddress.getString("countryGeoId").equals(billingAddress.getString("countryGeoId"))) {
                    //ok we will analyse the country where come from the flow
                    address = originAddress;
                }
            }
            if (Debug.infoOn()) {
                Debug.logInfo("          shipping found " + shippingAddress.getString("countryGeoId"), module);
                Debug.logInfo("          origin found " + originAddress.getString("countryGeoId"), module);
                Debug.logInfo("          billing found " + billingAddress.getString("countryGeoId"), module);
                Debug.logInfo("          country found " + address.getString("countryGeoId"), module);
            }
        } else {
            if (Debug.infoOn()) Debug.logInfo("No specific relation, run the std resolution", module);
        }
******************************************

The idea, when an order check the vat, I resolv the taxAuth to use first with the payToParty. I check if this party have a dedicate relation with a specific tax authority by PartyTaxAuthInfo. If yes, I check with the shipping and the billing adress to understand if this order is cover by the same country.

If no I continue with the standard method.

This is a simple hack, because a better solution would be use the orderContachMech to resolve the shipping, billing and origin adress, but this works fine like that :) .

The rest is only data configuration on the PartyAuth and bill from vendor.


After to implement a specific text on invoice template and resolve the reason of an exoneration, I use a seca like this :

    <eca service="setInvoiceStatus" event="invoke">
         <condition operator="equals" field-name="statusId" value="INVOICE_READY"/>
         <action service="checkInvoiceForVATExemptReason" mode="sync" ignore-error="false"/>
    </eca>

The service checkInvoiceForVATExemptReason, check if the invoice have vat line and if not call this :

****************
 GenericValue partyAuth = EntityUtil.getFirst(partyAuths);
        EntityCondition condTax = EntityCondition.makeCondition(UtilMisc.toList(
                EntityExpr.makeCondition("taxAuthPartyId", partyAuth.get("taxAuthPartyId")),
                EntityExpr.makeCondition("taxAuthGeoId", partyAuth.get("taxAuthGeoId")),
                EntityExpr.makeCondition("taxPercentage", GenericEntity.NULL_FIELD),
                EntityExpr.makeCondition("taxAmount",GenericEntity.NULL_FIELD),
                EntityCondition.makeCondition("taxAuthorityRateTypeId", EntityOperator.NOT_EQUAL, "SALES_TAX")));
        List<GenericValue> taxRates = delegator.findList("TaxAuthorityRateProduct", condTax, null, UtilMisc.toList("sequenceNum"), null, true);
        if (Debug.infoOn()) Debug.logInfo(" ### taxRates " + taxRates.size(), module);
        taxRates = EntityUtil.filterByDate(taxRates, invoice.getTimestamp("invoiceDate"));
        if (UtilValidate.isEmpty(taxRates)) {
            if (Debug.infoOn()) Debug.logInfo(" no specific rules find", module);
            return result;
        }
        //check match case rate
        for (GenericValue taxRate : taxRates) {
            GenericValue custMethod = null;
            String serviceName = null;
            if (UtilValidate.isNotEmpty(taxRate.getString("customMethodId"))) {
                custMethod = delegator.findOne("CustomMethod", true, "customMethodId", taxRate.get("customMethodId"));
            }
            if (custMethod != null) serviceName = custMethod.getString("customMethodName");
            if (UtilValidate.isNotEmpty(serviceName)) {
                ModelService service = dctx.getModelService(serviceName);
                if (service != null) {
                    if (Debug.infoOn()) Debug.logInfo(" call service " + serviceName + "related to taxRate : " + taxRate.get("taxAuthorityRateSeqId"), module);
                    Map<String,Object> serviceCtx = service.makeValid(context, ModelService.IN_PARAM);
                    serviceCtx.put("taxAuthorityRateSeqId", taxRate.get("taxAuthorityRateSeqId"));
                    Map<String,Object> serviceResult = dctx.getDispatcher().runSync(serviceName, serviceCtx);
                    if (ServiceUtil.isError(serviceResult)) {
                        throw new GeneralException(ServiceUtil.getErrorMessage(serviceResult));
                    }
                    if ("Y".equalsIgnoreCase((String) serviceResult.get("taxExempt"))) {
                        Map<String, Object> invoiceItemMap = dctx.makeValidContext("createInvoiceItem", "IN", context);
                        invoiceItemMap.put("taxAuthorityRateSeqId", taxRate.get("taxAuthorityRateSeqId"));
                        invoiceItemMap.put("taxAuthPartyId", taxRate.get("taxAuthPartyId"));
                        invoiceItemMap.put("taxAuthGeoId", taxRate.get("taxAuthGeoId"));
                        invoiceItemMap.put("invoiceItemTypeId", "ITM_SALES_TAX");
                        invoiceItemMap.put("quantity", 0);
                        invoiceItemMap.put("amount", 0);
                        if (Debug.infoOn()) Debug.logInfo( "Nice is an exempt reason, store it on invoice.", module);
                        serviceResult = dctx.getDispatcher().runSync("createInvoiceItem", invoiceItemMap);
                        if (ServiceUtil.isError(serviceResult)) {
                            throw new GeneralException(ServiceUtil.getErrorMessage(serviceResult));
                        }
                        break;
                    }
                }
            }
        }
**********************
* You check the related TaxAuth with empty rate (I used Export type)
* For each find, you call a customMethod to understand why you don't have VAT

Example :
    private static boolean isEuropeanIntracomCountry(Delegator delegator, String countryGeoId) throws GenericEntityException {
        if (countryGeoId != null) {
            return delegator.findOne("GeoAssoc", true, "geoIdTo", "EU", "geoId", countryGeoId) != null;
        }
        return false;
Or
    public static Map<String, Object> checkEuropeanVatExempt(DispatchContext dctx, Map<String, Object> context)
    throws GeneralException {
        Delegator delegator = dctx.getDelegator();
        Map<String, Object> result = ServiceUtil.returnSuccess();
        String invoiceId = (String) context.get("invoiceId");
        result.put("taxExempt", "N");

        String deliveryCountryGeoId = resolvDeliveryCountryGeoId(delegator, invoiceId);
        //Si pas TVA triangulaire dans l'UE alors TVA export Intra com
        if (isEuropeanIntracomCountry(delegator, deliveryCountryGeoId)) {
            result.put("taxExempt", "Y");
        }
        return result;

My apologies for the big raw email and congrat to read up to here ! :)
Nicolas

Thanks

[Nicolas Malin-2]

Le 27/05/2016 07:35, Jacques Le Roux a écrit :

Thanks Nicolas,

Could you please open a Jira improvement with your comments below?

Ok done Jacques,

https://issues.apache.org/jira/browse/OFBIZ-7138

All suggest are welcome because my solution came from my brain ... warn !!

Nicolas

Thanks

Jacques

Le 26/05/2016 à 22:25, Nicolas Malin a écrit :

Hi Jacques,


Le 01/05/2016 19:47, Jacques Le Roux a écrit :

Le 27/01/2016 à 16:37, Nicolas Malin a écrit :

Hello, In Europe with the B2B drop shipment process we have a specific rule to calculate the VAT. The particularity comes from the purchase order, applying the VAT of the product origin country if billing address OR shipping address is in the same country. 1. I'm a French society that ordered product from Italy to sale in Denmark -> No VAT 2. I'm a French society that ordered product from Italy to sale in Italy -> Italian VAT 3. I'm a French society that ordered product from France to sale in Italy -> French VAT Currently to resolve the taxAuth in OFBiz we use the shipping address only, so we can see that the point 3. isn't covered because the product wasn't shipped in France. Does anyone ever met the same problem ? I propose to improve the taxAuth resolution with also the origin address and the billing address. After that, I have the problem to say when we need to check the origin instead of the shipping. Hmmmm ... my first idea would be to check if the payToPartyId is an internal organisation. If yes, resolve taxAuth with the shipping else, I check if the origin is the same country than the shipping or billing. After TaxAuth the rate resolved come without change. However, I suggest to add a customMethodId on taxAuthRateProduct to increase the configuration of complex cases.

Any suggest ?

Hi Nicolas,

Did you finally implement this? If yes would you contribute (just curious)?

I sharing with pleasure, because is now in production ;)

To manage this I extend the function TaxAuthorityServices.getTaxAuthorities with this  (I implement the solution on 13.07):
****************************************
EntityCondition cond = EntityCondition.makeCondition(UtilMisc.toList(
                EntityCondition.makeCondition("partyId", payToPartyId),
                EntityCondition.makeCondition("isNexus", "Y")));
        List<GenericValue> taxAuthorityRawList = delegator.findList("PartyTaxAuthInfo", cond, null, null, null, true);
        List<EntityCondition> taxCondList = new ArrayList<EntityCondition>();
        if (!taxAuthorityRawList.isEmpty()) {
            taxCondList.add(EntityCondition.makeCondition("taxAuthPartyId", EntityOperator.IN, EntityUtil.getFieldListFromEntityList(taxAuthorityRawList, "taxAuthPartyId", true)));
            if (Debug.infoOn()) Debug.logInfo("Search tax authority relation for " + payToPartyId + " " + taxCondList, module);
            if (originAddress == null) {
                originAddress = ContactMechWorker.getTaxOriginAddress(delegator, payToPartyId);
            }
            if (billingAddress == null) {
                billingAddress = ContactMechWorker.getTaxBillingAddress(delegator, billToPartyId);
            }
            if (originAddress != null && billingAddress != null) {
                if (originAddress.getString("countryGeoId").equals(billingAddress.getString("countryGeoId"))) {
                    //ok we will analyse the country where come from the flow
                    address = originAddress;
                }
            }
            if (Debug.infoOn()) {
                Debug.logInfo("          shipping found " + shippingAddress.getString("countryGeoId"), module);
                Debug.logInfo("          origin found " + originAddress.getString("countryGeoId"), module);
                Debug.logInfo("          billing found " + billingAddress.getString("countryGeoId"), module);
                Debug.logInfo("          country found " + address.getString("countryGeoId"), module);
            }
        } else {
            if (Debug.infoOn()) Debug.logInfo("No specific relation, run the std resolution", module);
        }
******************************************

The idea, when an order check the vat, I resolv the taxAuth to use first with the payToParty. I check if this party have a dedicate relation with a specific tax authority by PartyTaxAuthInfo. If yes, I check with the shipping and the billing adress to understand if this order is cover by the same country.

If no I continue with the standard method.

This is a simple hack, because a better solution would be use the orderContachMech to resolve the shipping, billing and origin adress, but this works fine like that :) .

The rest is only data configuration on the PartyAuth and bill from vendor.


After to implement a specific text on invoice template and resolve the reason of an exoneration, I use a seca like this :

    <eca service="setInvoiceStatus" event="invoke">
         <condition operator="equals" field-name="statusId" value="INVOICE_READY"/>
         <action service="checkInvoiceForVATExemptReason" mode="sync" ignore-error="false"/>
    </eca>

The service checkInvoiceForVATExemptReason, check if the invoice have vat line and if not call this :

****************
 GenericValue partyAuth = EntityUtil.getFirst(partyAuths);
        EntityCondition condTax = EntityCondition.makeCondition(UtilMisc.toList(
                EntityExpr.makeCondition("taxAuthPartyId", partyAuth.get("taxAuthPartyId")),
                EntityExpr.makeCondition("taxAuthGeoId", partyAuth.get("taxAuthGeoId")),
                EntityExpr.makeCondition("taxPercentage", GenericEntity.NULL_FIELD),
                EntityExpr.makeCondition("taxAmount",GenericEntity.NULL_FIELD),
                EntityCondition.makeCondition("taxAuthorityRateTypeId", EntityOperator.NOT_EQUAL, "SALES_TAX")));
        List<GenericValue> taxRates = delegator.findList("TaxAuthorityRateProduct", condTax, null, UtilMisc.toList("sequenceNum"), null, true);
        if (Debug.infoOn()) Debug.logInfo(" ### taxRates " + taxRates.size(), module);
        taxRates = EntityUtil.filterByDate(taxRates, invoice.getTimestamp("invoiceDate"));
        if (UtilValidate.isEmpty(taxRates)) {
            if (Debug.infoOn()) Debug.logInfo(" no specific rules find", module);
            return result;
        }
        //check match case rate
        for (GenericValue taxRate : taxRates) {
            GenericValue custMethod = null;
            String serviceName = null;
            if (UtilValidate.isNotEmpty(taxRate.getString("customMethodId"))) {
                custMethod = delegator.findOne("CustomMethod", true, "customMethodId", taxRate.get("customMethodId"));
            }
            if (custMethod != null) serviceName = custMethod.getString("customMethodName");
            if (UtilValidate.isNotEmpty(serviceName)) {
                ModelService service = dctx.getModelService(serviceName);
                if (service != null) {
                    if (Debug.infoOn()) Debug.logInfo(" call service " + serviceName + "related to taxRate : " + taxRate.get("taxAuthorityRateSeqId"), module);
                    Map<String,Object> serviceCtx = service.makeValid(context, ModelService.IN_PARAM);
                    serviceCtx.put("taxAuthorityRateSeqId", taxRate.get("taxAuthorityRateSeqId"));
                    Map<String,Object> serviceResult = dctx.getDispatcher().runSync(serviceName, serviceCtx);
                    if (ServiceUtil.isError(serviceResult)) {
                        throw new GeneralException(ServiceUtil.getErrorMessage(serviceResult));
                    }
                    if ("Y".equalsIgnoreCase((String) serviceResult.get("taxExempt"))) {
                        Map<String, Object> invoiceItemMap = dctx.makeValidContext("createInvoiceItem", "IN", context);
                        invoiceItemMap.put("taxAuthorityRateSeqId", taxRate.get("taxAuthorityRateSeqId"));
                        invoiceItemMap.put("taxAuthPartyId", taxRate.get("taxAuthPartyId"));
                        invoiceItemMap.put("taxAuthGeoId", taxRate.get("taxAuthGeoId"));
                        invoiceItemMap.put("invoiceItemTypeId", "ITM_SALES_TAX");
                        invoiceItemMap.put("quantity", 0);
                        invoiceItemMap.put("amount", 0);
                        if (Debug.infoOn()) Debug.logInfo( "Nice is an exempt reason, store it on invoice.", module);
                        serviceResult = dctx.getDispatcher().runSync("createInvoiceItem", invoiceItemMap);
                        if (ServiceUtil.isError(serviceResult)) {
                            throw new GeneralException(ServiceUtil.getErrorMessage(serviceResult));
                        }
                        break;
                    }
                }
            }
        }
**********************
* You check the related TaxAuth with empty rate (I used Export type)
* For each find, you call a customMethod to understand why you don't have VAT

Example :
    private static boolean isEuropeanIntracomCountry(Delegator delegator, String countryGeoId) throws GenericEntityException {
        if (countryGeoId != null) {
            return delegator.findOne("GeoAssoc", true, "geoIdTo", "EU", "geoId", countryGeoId) != null;
        }
        return false;
Or
    public static Map<String, Object> checkEuropeanVatExempt(DispatchContext dctx, Map<String, Object> context)
    throws GeneralException {
        Delegator delegator = dctx.getDelegator();
        Map<String, Object> result = ServiceUtil.returnSuccess();
        String invoiceId = (String) context.get("invoiceId");
        result.put("taxExempt", "N");

        String deliveryCountryGeoId = resolvDeliveryCountryGeoId(delegator, invoiceId);
        //Si pas TVA triangulaire dans l'UE alors TVA export Intra com
        if (isEuropeanIntracomCountry(delegator, deliveryCountryGeoId)) {
            result.put("taxExempt", "Y");
        }
        return result;

My apologies for the big raw email and congrat to read up to here ! :)
Nicolas

Thanks