Why calculation of Sales tax or VAT service (CalcTax) need ProductId?

[hans_bakker]

Opinions needed....

Problem:
------------
At an purchase order or invoice, when the item product Id is blank, tax
is not calculated and/or often give a screen error.

The reason:
----------------
Currently the CalcTax service has the productid as mandatory field in
the input and uses this as a key in the Item sequence.

However:
1. on the purchase order it is possible to enter order items without a
productId (Bulk)
2. when creating an invoice, it is possible to leave the productId blank
on the invoiceItem.

And an invoice or order can have a mixed list of items with and without
a productId.

Proposed solution:
-------------------------
1. add an optional Item sequence number list to the CalcTax service and
make the productItem list also optional.
2. check in the CalcTax service that least one on the two lists
(sequence or product) is provided for compatibility.
3. change the service that it works with a missing productId selecting
the tax percentage from the entity TaxAuthorityRateProduct where the
productId is null.

When no major objections i will create a Jira for this.

Regards,
Hans

AntWebsystems.com quality services for competitive rates.

[Pierre Smits]

Hans,

Please create a JIRA for this.

When creating a new purchase order, the user has the opportunity to select
either bulk item (BULK_ORDER_ITEM) or work item (WORK_ORDER_ITEM) if he
doesn't order a product in the catalog. He also has the opportunity to
select a category.

BTW, what is meant by bulk in this context?

Couldn't the category selected be used as the driving factor for VAT
determination and calculation on the order? Wouldn't that make it easier to
solve?

Furthermore, when the order item is added to the order, the user has the
opportunity to change the item type. But now the user can select different
item types, namely:
- PO: Inventory (which in my view shouldn't be possible, because it is not
a product in the catalog
- PO: Supplies (to Expense)
- PO: Fixed Asset

Anyway, it seems to me that bulk item is like the PO: Supplies (to Expense)
orderitemtype and work item is like a PO: WorkEffort related orderitemtype
(which is missing, IMO).



Pierre Smits

[Adrian Crum-3]

It would be best to leave the tax calculation service as-is. If a user
enters a line item that is not a product, then they can also enter a tax
amount.

Without a product ID or product category, your proposals have no way to
determine a tax rate - therefore they will not work.

Btw, this discussion should be on the dev mailing list.

-Adrian


On 7/29/2013 8:46 PM, Hans Bakker wrote:

> Opinions needed....
>
> Problem:
> ------------
> At an purchase order or invoice, when the item product Id is blank,
> tax is not calculated and/or often give a screen error.
>
> The reason:
> ----------------
> Currently the CalcTax service has the productid as mandatory field in
> the input and uses this as a key in the Item sequence.
>
> However:
> 1. on the purchase order it is possible to enter order items without a
> productId (Bulk)
> 2. when creating an invoice, it is possible to leave the productId
> blank on the invoiceItem.
>
> And an invoice or order can have a mixed list of items with and
> without a productId.
>
> Proposed solution:
> -------------------------
> 1. add an optional Item sequence number list to the CalcTax service
> and make the productItem list also optional.
> 2. check in the CalcTax service that least one on the two lists
> (sequence or product) is provided for compatibility.
> 3. change the service that it works with a missing productId selecting
> the tax percentage from the entity TaxAuthorityRateProduct where the
> productId is null.
>
> When no major objections i will create a Jira for this.
>
> Regards,
> Hans
>
> AntWebsystems.com quality services for competitive rates.

[hans_bakker]

Hi Adrian,

sorry to come back on this but we need this for invoices not related to
orders but related to time entries which are generated by the project
manager or scrum component.

Sure they will work, because it will use the general default which is in
general fine for us. If not good enough it can easiliy be adjusted on
the generated entry.

This is a user problem, now the user has to calculate it manually which
is prone for errors.

Let me know if you have further objections.

Regards,
Hans

On 07/30/2013 07:06 PM, Adrian Crum wrote:

> It would be best to leave the tax calculation service as-is. If a user
> enters a line item that is not a product, then they can also enter a
> tax amount.
>
> Without a product ID or product category, your proposals have no way
> to determine a tax rate - therefore they will not work.
>
> Btw, this discussion should be on the dev mailing list.
>
> -Adrian
>
>
> On 7/29/2013 8:46 PM, Hans Bakker wrote:
>> Opinions needed....
>>
>> Problem:
>> ------------
>> At an purchase order or invoice, when the item product Id is blank,
>> tax is not calculated and/or often give a screen error.
>>
>> The reason:
>> ----------------
>> Currently the CalcTax service has the productid as mandatory field in
>> the input and uses this as a key in the Item sequence.
>>
>> However:
>> 1. on the purchase order it is possible to enter order items without
>> a productId (Bulk)
>> 2. when creating an invoice, it is possible to leave the productId
>> blank on the invoiceItem.
>>
>> And an invoice or order can have a mixed list of items with and
>> without a productId.
>>
>> Proposed solution:
>> -------------------------
>> 1. add an optional Item sequence number list to the CalcTax service
>> and make the productItem list also optional.
>> 2. check in the CalcTax service that least one on the two lists
>> (sequence or product) is provided for compatibility.
>> 3. change the service that it works with a missing productId
>> selecting the tax percentage from the entity TaxAuthorityRateProduct
>> where the productId is null.
>>
>> When no major objections i will create a Jira for this.
>>
>> Regards,
>> Hans
>>
>> AntWebsystems.com quality services for competitive rates.
>

[Adrian Crum-3]

In that case, the product you are selling is a service - so it should
have a product ID.

Adrian Crum
Sandglass Software
www.sandglass-software.com

On 9/16/2013 7:04 PM, Hans Bakker wrote:

> Hi Adrian,
>
> sorry to come back on this but we need this for invoices not related to
> orders but related to time entries which are generated by the project
> manager or scrum component.
>
> Sure they will work, because it will use the general default which is in
> general fine for us. If not good enough it can easiliy be adjusted on
> the generated entry.
>
> This is a user problem, now the user has to calculate it manually which
> is prone for errors.
>
> Let me know if you have further objections.
>
> Regards,
> Hans
>
> On 07/30/2013 07:06 PM, Adrian Crum wrote:
>> It would be best to leave the tax calculation service as-is. If a user
>> enters a line item that is not a product, then they can also enter a
>> tax amount.
>>
>> Without a product ID or product category, your proposals have no way
>> to determine a tax rate - therefore they will not work.
>>
>> Btw, this discussion should be on the dev mailing list.
>>
>> -Adrian
>>
>>
>> On 7/29/2013 8:46 PM, Hans Bakker wrote:
>>> Opinions needed....
>>>
>>> Problem:
>>> ------------
>>> At an purchase order or invoice, when the item product Id is blank,
>>> tax is not calculated and/or often give a screen error.
>>>
>>> The reason:
>>> ----------------
>>> Currently the CalcTax service has the productid as mandatory field in
>>> the input and uses this as a key in the Item sequence.
>>>
>>> However:
>>> 1. on the purchase order it is possible to enter order items without
>>> a productId (Bulk)
>>> 2. when creating an invoice, it is possible to leave the productId
>>> blank on the invoiceItem.
>>>
>>> And an invoice or order can have a mixed list of items with and
>>> without a productId.
>>>
>>> Proposed solution:
>>> -------------------------
>>> 1. add an optional Item sequence number list to the CalcTax service
>>> and make the productItem list also optional.
>>> 2. check in the CalcTax service that least one on the two lists
>>> (sequence or product) is provided for compatibility.
>>> 3. change the service that it works with a missing productId
>>> selecting the tax percentage from the entity TaxAuthorityRateProduct
>>> where the productId is null.
>>>
>>> When no major objections i will create a Jira for this.
>>>
>>> Regards,
>>> Hans
>>>
>>> AntWebsystems.com quality services for competitive rates.
>>
>

[hans_bakker]

valid point, will look into this.
thanks,
Regards,
Hans

On 09/17/2013 09:12 AM, Adrian Crum wrote:

> In that case, the product you are selling is a service - so it should
> have a product ID.
>
> Adrian Crum
> Sandglass Software
> www.sandglass-software.com
>
> On 9/16/2013 7:04 PM, Hans Bakker wrote:
>> Hi Adrian,
>>
>> sorry to come back on this but we need this for invoices not related to
>> orders but related to time entries which are generated by the project
>> manager or scrum component.
>>
>> Sure they will work, because it will use the general default which is in
>> general fine for us. If not good enough it can easiliy be adjusted on
>> the generated entry.
>>
>> This is a user problem, now the user has to calculate it manually which
>> is prone for errors.
>>
>> Let me know if you have further objections.
>>
>> Regards,
>> Hans
>>
>> On 07/30/2013 07:06 PM, Adrian Crum wrote:
>>> It would be best to leave the tax calculation service as-is. If a user
>>> enters a line item that is not a product, then they can also enter a
>>> tax amount.
>>>
>>> Without a product ID or product category, your proposals have no way
>>> to determine a tax rate - therefore they will not work.
>>>
>>> Btw, this discussion should be on the dev mailing list.
>>>
>>> -Adrian
>>>
>>>
>>> On 7/29/2013 8:46 PM, Hans Bakker wrote:
>>>> Opinions needed....
>>>>
>>>> Problem:
>>>> ------------
>>>> At an purchase order or invoice, when the item product Id is blank,
>>>> tax is not calculated and/or often give a screen error.
>>>>
>>>> The reason:
>>>> ----------------
>>>> Currently the CalcTax service has the productid as mandatory field in
>>>> the input and uses this as a key in the Item sequence.
>>>>
>>>> However:
>>>> 1. on the purchase order it is possible to enter order items without
>>>> a productId (Bulk)
>>>> 2. when creating an invoice, it is possible to leave the productId
>>>> blank on the invoiceItem.
>>>>
>>>> And an invoice or order can have a mixed list of items with and
>>>> without a productId.
>>>>
>>>> Proposed solution:
>>>> -------------------------
>>>> 1. add an optional Item sequence number list to the CalcTax service
>>>> and make the productItem list also optional.
>>>> 2. check in the CalcTax service that least one on the two lists
>>>> (sequence or product) is provided for compatibility.
>>>> 3. change the service that it works with a missing productId
>>>> selecting the tax percentage from the entity TaxAuthorityRateProduct
>>>> where the productId is null.
>>>>
>>>> When no major objections i will create a Jira for this.
>>>>
>>>> Regards,
>>>> Hans
>>>>
>>>> AntWebsystems.com quality services for competitive rates.
>>>
>>