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setting up TAX in ofbiz

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Rajesh Mallah

setting up TAX in ofbiz

Hi ,

Can someone point me to a useful documentation on setting up taxation.

Expectations :

(1) tax % should be allowed to be specified at a product / product
category level and indicate the tax authority

(2) There can be multiple kind of taxes having various rates .

(3) When we order the product from eCommerce storefront then the
end user is shown the total price including the tax.

(4) when we create an invoice for an internally created order
(non-eCommerce)
the tax amount should automatically get added to invoice.

Kindly indicate the best documentation that may help in setting the
above.

regds
mallah.

Rajesh Mallah

Re: setting up TAX in ofbiz

Creating an invoice for a Democustomer in demo data set
does meet most of the expectations.

The point is (at this moment) setting ofbiz is not a cakewalk :-(
I wish there were some blogs that could spoon feed me :-)
and which would cover the entire cycle.
I have customers' waiting for quotes and invoices :P
which i am not willing to type out using a word processor.

regds
mallah.

On Wed, Aug 30, 2017 at 11:52 AM, Rajesh Mallah <[hidden email]>
wrote:

> Hi ,
>
> Can someone point me to a useful documentation on setting up taxation.
>
> Expectations :
>
> (1) tax % should be allowed to be specified at a product / product
> category level and indicate the tax authority
>
> (2) There can be multiple kind of taxes having various rates .
>
> (3) When we order the product from eCommerce storefront then the
> end user is shown the total price including the tax.
>
>
> (4) when we create an invoice for an internally created order
> (non-eCommerce)
> the tax amount should automatically get added to invoice.
>
> Kindly indicate the best documentation that may help in setting the
> above.
>
> regds
> mallah.
>
>

Jacques Le Roux

Re: setting up TAX in ofbiz

Administrator

In reply to this post by Rajesh Mallah

This http://markmail.org/message/esl5ou2zo4x2lt3l :D

You should do more research in the ML archives ;)

Jacques

Le 30/08/2017 à 08:22, Rajesh Mallah a écrit :

Rajesh Mallah

Re: setting up TAX in ofbiz

thanks.

I hope i finally reach the mundane state soon.

regds
mallah.

On Wed, Aug 30, 2017 at 1:03 PM, Jacques Le Roux <
[hidden email]> wrote:

> This http://markmail.org/message/esl5ou2zo4x2lt3l :D
>
> You should do more research in the ML archives ;)
>
> Jacques
>
>
>
> Le 30/08/2017 à 08:22, Rajesh Mallah a écrit :
>
>> Hi ,
>>
>> Can someone point me to a useful documentation on setting up taxation.
>>
>> Expectations :
>>
>> (1) tax % should be allowed to be specified at a product / product
>> category level and indicate the tax authority
>>
>> (2) There can be multiple kind of taxes having various rates .
>>
>> (3) When we order the product from eCommerce storefront then the
>> end user is shown the total price including the tax.
>>
>>
>> (4) when we create an invoice for an internally created order
>> (non-eCommerce)
>> the tax amount should automatically get added to invoice.
>>
>> Kindly indicate the best documentation that may help in setting the
>> above.
>>
>> regds
>> mallah.
>>
>>
>

Jacques Le Roux

Re: setting up TAX in ofbiz

Administrator

You are doing very well comparing to some others ;)

Jacques

Le 30/08/2017 à 09:36, Rajesh Mallah a écrit :

> thanks.
>
> I hope i finally reach the mundane state soon.
>
> regds
> mallah.
>
> On Wed, Aug 30, 2017 at 1:03 PM, Jacques Le Roux <
> [hidden email]> wrote:
>
>> This http://markmail.org/message/esl5ou2zo4x2lt3l :D
>>
>> You should do more research in the ML archives ;)
>>
>> Jacques
>>
>>
>>
>> Le 30/08/2017 à 08:22, Rajesh Mallah a écrit :
>>
>>> Hi ,
>>>
>>> Can someone point me to a useful documentation on setting up taxation.
>>>
>>> Expectations :
>>>
>>> (1) tax % should be allowed to be specified at a product / product
>>> category level and indicate the tax authority
>>>
>>> (2) There can be multiple kind of taxes having various rates .
>>>
>>> (3) When we order the product from eCommerce storefront then the
>>> end user is shown the total price including the tax.
>>>
>>>
>>> (4) when we create an invoice for an internally created order
>>> (non-eCommerce)
>>> the tax amount should automatically get added to invoice.
>>>
>>> Kindly indicate the best documentation that may help in setting the
>>> above.
>>>
>>> regds
>>> mallah.
>>>
>>>

Rajesh Mallah

Re: setting up TAX in ofbiz

Thanks , Paul's reply did help , and I saw taxes getting
automatically added after the product was included in
a extra category of type *Tax* . I named to the category
as "Taxable Products" for time being (as suggested).

regds
mallah.

On Wed, Aug 30, 2017 at 1:56 PM, Jacques Le Roux <
[hidden email]> wrote:

> You are doing very well comparing to some others ;)
>
> Jacques
>
>
>
> Le 30/08/2017 à 09:36, Rajesh Mallah a écrit :
>
>> thanks.
>>
>> I hope i finally reach the mundane state soon.
>>
>> regds
>> mallah.
>>
>> On Wed, Aug 30, 2017 at 1:03 PM, Jacques Le Roux <
>> [hidden email]> wrote:
>>
>> This http://markmail.org/message/esl5ou2zo4x2lt3l :D
>>>
>>> You should do more research in the ML archives ;)
>>>
>>> Jacques
>>>
>>>
>>>
>>> Le 30/08/2017 à 08:22, Rajesh Mallah a écrit :
>>>
>>> Hi ,
>>>>
>>>> Can someone point me to a useful documentation on setting up taxation.
>>>>
>>>> Expectations :
>>>>
>>>> (1) tax % should be allowed to be specified at a product / product
>>>> category level and indicate the tax authority
>>>>
>>>> (2) There can be multiple kind of taxes having various rates .
>>>>
>>>> (3) When we order the product from eCommerce storefront then the
>>>> end user is shown the total price including the tax.
>>>>
>>>>
>>>> (4) when we create an invoice for an internally created order
>>>> (non-eCommerce)
>>>> the tax amount should automatically get added to invoice.
>>>>
>>>> Kindly indicate the best documentation that may help in setting the
>>>> above.
>>>>
>>>> regds
>>>> mallah.
>>>>
>>>>
>>>>
>

Deepak Nigam

Re: setting up TAX in ofbiz

Hi Rajesh,

Most of the mentioned requirements can be fulfilled by setting up data in
entities like TaxAuthorityCategory and TaxAuthorityRateProduct, as the
OFBiz tax engine internally uses data from these entities to perform tax
calculations.

Please refer to the following set of demo data. It can help you.

<Party partyId="IGST" partyTypeId="PARTY_GROUP"/>
<PartyGroup partyId="IGST" groupName="Integrated Goods and Services Tax"/>
<PartyRole partyId="IGST" roleTypeId="TAX_AUTHORITY"/>

<TaxAuthority taxAuthGeoId="_NA_" taxAuthPartyId="IGST"
taxIdFormatPattern="\d{2}[A-Z]{5}\d{4}[A-Z]\d[A-z]\d"/>

<ProductCategory productCategoryId="TAX_SLAB_1"
productCategoryTypeId="TAX_CATEGORY" description="5.00 %"
categoryName="5.00 %"/><TaxAuthorityCategory taxAuthGeoId="_NA_"
taxAuthPartyId="IGST" productCategoryId="TAX_SLAB_1"/>

<ProductCategory productCategoryId="TAX_SLAB_2"
productCategoryTypeId="TAX_CATEGORY" description="10.00 %"
categoryName="10.00 %"/><TaxAuthorityCategory taxAuthGeoId="_NA_"
taxAuthPartyId="IGST" productCategoryId="TAX_SLAB_2"/>

<Product productId="ACE_PARA_TAB" primaryProductCategoryId="ANALGESIC"
productTypeId="FINISHED_GOOD" productName="Aceclofenac Tab"
internalName="Aceclofenac + Paracetamol (100 mg + 325mg) Tab"
weightUomId="WT_kg" productWeight="0.01" description="Aceclofenac +
Paracetamol (100 mg + 325mg) Tab" isVirtual="N" isVariant="N"
billOfMaterialLevel="0" quantityIncluded="10"
introductionDate="2001-01-01 12:00:00.000"/>
<ProductCategoryMember productCategoryId="TAX_SLAB_1"
productId="ACE_PARA_TAB" fromDate="2001-01-01 12:00:00.000"/>

<Product productId="ACE_PARA_TAB2"
primaryProductCategoryId="ANALGESIC" productTypeId="FINISHED_GOOD"
productName="Aceclofenac Tab 2" internalName="Aceclofenac +
Paracetamol (100 mg + 325mg) Tab 2" weightUomId="WT_kg"
productWeight="0.01" description="Aceclofenac + Paracetamol (100 mg +
325mg) Tab 2" isVirtual="N" isVariant="N" billOfMaterialLevel="0"
quantityIncluded="10" introductionDate="2001-01-01 12:00:00.000"/>
<ProductCategoryMember productCategoryId="TAX_SLAB_2"
productId="ACE_PARA_TAB2" fromDate="2001-01-01 12:00:00.000"/>

<TaxAuthorityRateProduct taxAuthorityRateSeqId="9001" fromDate="2017-06-01
00:00:00.000" productCategoryId="TAX_SLAB_1" taxAuthGeoId="_NA_"
taxAuthPartyId="IGST" taxAuthorityRateTypeId="IGST" taxPercentage="5.00"
taxPromotions="N" taxShipping="N" description="IGST - Integrated Goods and
Services Tax"/>
<TaxAuthorityRateProduct taxAuthorityRateSeqId="9002" fromDate="2017-06-01
00:00:00.000" productCategoryId="TAX_SLAB_2" taxAuthGeoId="_NA_"
taxAuthPartyId="IGST" taxAuthorityRateTypeId="IGST" taxPercentage="10.00"
taxPromotions="N" taxShipping="N" description="IGST - Integrated Goods and
Services Tax"/>

Please revert in case of any doubt.

HTH!

Thanks & Regards
--
Deepak Nigam
Technical Consultant/Team Lead
HotWax Systems
www.hotwaxsystems.com

On Wed, Aug 30, 2017 at 2:02 PM, Rajesh Mallah <[hidden email]>
wrote:

> Thanks , Paul's reply did help , and I saw taxes getting
> automatically added after the product was included in
> a extra category of type *Tax* . I named to the category
> as "Taxable Products" for time being (as suggested).
>
> regds
> mallah.
>
>
> On Wed, Aug 30, 2017 at 1:56 PM, Jacques Le Roux <
> [hidden email]> wrote:
>
> > You are doing very well comparing to some others ;)
> >
> > Jacques
> >
> >
> >
> > Le 30/08/2017 à 09:36, Rajesh Mallah a écrit :
> >
> >> thanks.
> >>
> >> I hope i finally reach the mundane state soon.
> >>
> >> regds
> >> mallah.
> >>
> >> On Wed, Aug 30, 2017 at 1:03 PM, Jacques Le Roux <
> >> [hidden email]> wrote:
> >>
> >> This http://markmail.org/message/esl5ou2zo4x2lt3l :D
> >>>
> >>> You should do more research in the ML archives ;)
> >>>
> >>> Jacques
> >>>
> >>>
> >>>
> >>> Le 30/08/2017 à 08:22, Rajesh Mallah a écrit :
> >>>
> >>> Hi ,
> >>>>
> >>>> Can someone point me to a useful documentation on setting up taxation.
> >>>>
> >>>> Expectations :
> >>>>
> >>>> (1) tax % should be allowed to be specified at a product / product
> >>>> category level and indicate the tax authority
> >>>>
> >>>> (2) There can be multiple kind of taxes having various rates .
> >>>>
> >>>> (3) When we order the product from eCommerce storefront then the
> >>>> end user is shown the total price including the tax.
> >>>>
> >>>>
> >>>> (4) when we create an invoice for an internally created order
> >>>> (non-eCommerce)
> >>>> the tax amount should automatically get added to invoice.
> >>>>
> >>>> Kindly indicate the best documentation that may help in setting the
> >>>> above.
> >>>>
> >>>> regds
> >>>> mallah.
> >>>>
> >>>>
> >>>>
> >
>

Rajesh Mallah

Re: setting up TAX in ofbiz

Hi Deepak ,

Thanks for the useful demo data. I went through it and could
understand mostly, although perfect assimilation will take some
time owing to my current level in the learning curve. :-)

my current hurdle is follows and would appreciate help.

I have configured a new product upto a stage that if it is invoiced
it to "Demo Customer" the taxes of Utah state & County gets applied.
I observe that DemoCustomer's postalAddress is of Utah too.
(so its probably being matched via the GeoID)

Trying to setup a analogous configuration

I have setup a new tax authority

Geo: IND
Party: IND_TAX_AUTH_GST

When i attempt to invoice a new party having postal address of India
I am not seeing the same happening when i use the "Add Tax" ui button.

In the product definition I have indicated

Tax Authority Party: IND_TAX_AUTH_GST
Tax Auth Geo ID: IND
Tax In Price: Yes

any help is solicited.

regds
mallah.

On Wed, Aug 30, 2017 at 2:34 PM, Deepak Nigam <
[hidden email]> wrote:

> Hi Rajesh,
>
> Most of the mentioned requirements can be fulfilled by setting up data in
> entities like TaxAuthorityCategory and TaxAuthorityRateProduct, as the
> OFBiz tax engine internally uses data from these entities to perform tax
> calculations.
>
> Please refer to the following set of demo data. It can help you.
>
> <Party partyId="IGST" partyTypeId="PARTY_GROUP"/>
> <PartyGroup partyId="IGST" groupName="Integrated Goods and Services Tax"/>
> <PartyRole partyId="IGST" roleTypeId="TAX_AUTHORITY"/>
>
> <TaxAuthority taxAuthGeoId="_NA_" taxAuthPartyId="IGST"
> taxIdFormatPattern="\d{2}[A-Z]{5}\d{4}[A-Z]\d[A-z]\d"/>
>
> <ProductCategory productCategoryId="TAX_SLAB_1"
> productCategoryTypeId="TAX_CATEGORY" description="5.00 %"
> categoryName="5.00 %"/><TaxAuthorityCategory taxAuthGeoId="_NA_"
> taxAuthPartyId="IGST" productCategoryId="TAX_SLAB_1"/>
>
> <ProductCategory productCategoryId="TAX_SLAB_2"
> productCategoryTypeId="TAX_CATEGORY" description="10.00 %"
> categoryName="10.00 %"/><TaxAuthorityCategory taxAuthGeoId="_NA_"
> taxAuthPartyId="IGST" productCategoryId="TAX_SLAB_2"/>
>
> <Product productId="ACE_PARA_TAB" primaryProductCategoryId="ANALGESIC"
> productTypeId="FINISHED_GOOD" productName="Aceclofenac Tab"
> internalName="Aceclofenac + Paracetamol (100 mg + 325mg) Tab"
> weightUomId="WT_kg" productWeight="0.01" description="Aceclofenac +
> Paracetamol (100 mg + 325mg) Tab" isVirtual="N" isVariant="N"
> billOfMaterialLevel="0" quantityIncluded="10"
> introductionDate="2001-01-01 12:00:00.000"/>
> <ProductCategoryMember productCategoryId="TAX_SLAB_1"
> productId="ACE_PARA_TAB" fromDate="2001-01-01 12:00:00.000"/>
>
> <Product productId="ACE_PARA_TAB2"
> primaryProductCategoryId="ANALGESIC" productTypeId="FINISHED_GOOD"
> productName="Aceclofenac Tab 2" internalName="Aceclofenac +
> Paracetamol (100 mg + 325mg) Tab 2" weightUomId="WT_kg"
> productWeight="0.01" description="Aceclofenac + Paracetamol (100 mg +
> 325mg) Tab 2" isVirtual="N" isVariant="N" billOfMaterialLevel="0"
> quantityIncluded="10" introductionDate="2001-01-01 12:00:00.000"/>
> <ProductCategoryMember productCategoryId="TAX_SLAB_2"
> productId="ACE_PARA_TAB2" fromDate="2001-01-01 12:00:00.000"/>
>
> <TaxAuthorityRateProduct taxAuthorityRateSeqId="9001" fromDate="2017-06-01
> 00:00:00.000" productCategoryId="TAX_SLAB_1" taxAuthGeoId="_NA_"
> taxAuthPartyId="IGST" taxAuthorityRateTypeId="IGST" taxPercentage="5.00"
> taxPromotions="N" taxShipping="N" description="IGST - Integrated Goods and
> Services Tax"/>
> <TaxAuthorityRateProduct taxAuthorityRateSeqId="9002" fromDate="2017-06-01
> 00:00:00.000" productCategoryId="TAX_SLAB_2" taxAuthGeoId="_NA_"
> taxAuthPartyId="IGST" taxAuthorityRateTypeId="IGST" taxPercentage="10.00"
> taxPromotions="N" taxShipping="N" description="IGST - Integrated Goods and
> Services Tax"/>
>
>
> Please revert in case of any doubt.
>
> HTH!
>
>
> Thanks & Regards
> --
> Deepak Nigam
> Technical Consultant/Team Lead
> HotWax Systems
> www.hotwaxsystems.com
>
> On Wed, Aug 30, 2017 at 2:02 PM, Rajesh Mallah <[hidden email]>
> wrote:
>
> > Thanks , Paul's reply did help , and I saw taxes getting
> > automatically added after the product was included in
> > a extra category of type *Tax* . I named to the category
> > as "Taxable Products" for time being (as suggested).
> >
> > regds
> > mallah.
> >
> >
> > On Wed, Aug 30, 2017 at 1:56 PM, Jacques Le Roux <
> > [hidden email]> wrote:
> >
> > > You are doing very well comparing to some others ;)
> > >
> > > Jacques
> > >
> > >
> > >
> > > Le 30/08/2017 à 09:36, Rajesh Mallah a écrit :
> > >
> > >> thanks.
> > >>
> > >> I hope i finally reach the mundane state soon.
> > >>
> > >> regds
> > >> mallah.
> > >>
> > >> On Wed, Aug 30, 2017 at 1:03 PM, Jacques Le Roux <
> > >> [hidden email]> wrote:
> > >>
> > >> This http://markmail.org/message/esl5ou2zo4x2lt3l :D
> > >>>
> > >>> You should do more research in the ML archives ;)
> > >>>
> > >>> Jacques
> > >>>
> > >>>
> > >>>
> > >>> Le 30/08/2017 à 08:22, Rajesh Mallah a écrit :
> > >>>
> > >>> Hi ,
> > >>>>
> > >>>> Can someone point me to a useful documentation on setting up
> taxation.
> > >>>>
> > >>>> Expectations :
> > >>>>
> > >>>> (1) tax % should be allowed to be specified at a product / product
> > >>>> category level and indicate the tax authority
> > >>>>
> > >>>> (2) There can be multiple kind of taxes having various rates .
> > >>>>
> > >>>> (3) When we order the product from eCommerce storefront then the
> > >>>> end user is shown the total price including the tax.
> > >>>>
> > >>>>
> > >>>> (4) when we create an invoice for an internally created order
> > >>>> (non-eCommerce)
> > >>>> the tax amount should automatically get added to invoice.
> > >>>>
> > >>>> Kindly indicate the best documentation that may help in setting the
> > >>>> above.
> > >>>>
> > >>>> regds
> > >>>> mallah.
> > >>>>
> > >>>>
> > >>>>
> > >
> >
>

Rajesh Mallah

Re: setting up TAX in ofbiz

Consider the Invoice:

https://demo-trunk.ofbiz.apache.org/accounting/control/invoiceOverview?invoiceId=CI2

The product in question does not belong to any taxable
category , i wanted to know how taxes are being applied
to it.

Product Categories:

https://demo-trunk.ofbiz.apache.org/catalog/control/EditProductCategories?productId=WG-9943-S4-BX2

regds
mallah.

On Wed, Aug 30, 2017 at 3:01 PM, Rajesh Mallah <[hidden email]>
wrote:

> Hi Deepak ,
>
> Thanks for the useful demo data. I went through it and could
> understand mostly, although perfect assimilation will take some
> time owing to my current level in the learning curve. :-)
>
> my current hurdle is follows and would appreciate help.
>
> I have configured a new product upto a stage that if it is invoiced
> it to "Demo Customer" the taxes of Utah state & County gets applied.
> I observe that DemoCustomer's postalAddress is of Utah too.
> (so its probably being matched via the GeoID)
>
> Trying to setup a analogous configuration
>
> I have setup a new tax authority
>
> Geo: IND
> Party: IND_TAX_AUTH_GST
>
> When i attempt to invoice a new party having postal address of India
> I am not seeing the same happening when i use the "Add Tax" ui button.
>
> In the product definition I have indicated
>
> Tax Authority Party: IND_TAX_AUTH_GST
> Tax Auth Geo ID: IND
> Tax In Price: Yes
>
> any help is solicited.
>
> regds
> mallah.
>
>
>
> On Wed, Aug 30, 2017 at 2:34 PM, Deepak Nigam <deepak.nigam@hotwaxsystems.
> com> wrote:
>
>> Hi Rajesh,
>>
>> Most of the mentioned requirements can be fulfilled by setting up data in
>> entities like TaxAuthorityCategory and TaxAuthorityRateProduct, as the
>> OFBiz tax engine internally uses data from these entities to perform tax
>> calculations.
>>
>> Please refer to the following set of demo data. It can help you.
>>
>> <Party partyId="IGST" partyTypeId="PARTY_GROUP"/>
>> <PartyGroup partyId="IGST" groupName="Integrated Goods and Services Tax"/>
>> <PartyRole partyId="IGST" roleTypeId="TAX_AUTHORITY"/>
>>
>> <TaxAuthority taxAuthGeoId="_NA_" taxAuthPartyId="IGST"
>> taxIdFormatPattern="\d{2}[A-Z]{5}\d{4}[A-Z]\d[A-z]\d"/>
>>
>> <ProductCategory productCategoryId="TAX_SLAB_1"
>> productCategoryTypeId="TAX_CATEGORY" description="5.00 %"
>> categoryName="5.00 %"/><TaxAuthorityCategory taxAuthGeoId="_NA_"
>> taxAuthPartyId="IGST" productCategoryId="TAX_SLAB_1"/>
>>
>> <ProductCategory productCategoryId="TAX_SLAB_2"
>> productCategoryTypeId="TAX_CATEGORY" description="10.00 %"
>> categoryName="10.00 %"/><TaxAuthorityCategory taxAuthGeoId="_NA_"
>> taxAuthPartyId="IGST" productCategoryId="TAX_SLAB_2"/>
>>
>> <Product productId="ACE_PARA_TAB" primaryProductCategoryId="ANALGESIC"
>> productTypeId="FINISHED_GOOD" productName="Aceclofenac Tab"
>> internalName="Aceclofenac + Paracetamol (100 mg + 325mg) Tab"
>> weightUomId="WT_kg" productWeight="0.01" description="Aceclofenac +
>> Paracetamol (100 mg + 325mg) Tab" isVirtual="N" isVariant="N"
>> billOfMaterialLevel="0" quantityIncluded="10"
>> introductionDate="2001-01-01 12:00:00.000"/>
>> <ProductCategoryMember productCategoryId="TAX_SLAB_1"
>> productId="ACE_PARA_TAB" fromDate="2001-01-01 12:00:00.000"/>
>>
>> <Product productId="ACE_PARA_TAB2"
>> primaryProductCategoryId="ANALGESIC" productTypeId="FINISHED_GOOD"
>> productName="Aceclofenac Tab 2" internalName="Aceclofenac +
>> Paracetamol (100 mg + 325mg) Tab 2" weightUomId="WT_kg"
>> productWeight="0.01" description="Aceclofenac + Paracetamol (100 mg +
>> 325mg) Tab 2" isVirtual="N" isVariant="N" billOfMaterialLevel="0"
>> quantityIncluded="10" introductionDate="2001-01-01 12:00:00.000"/>
>> <ProductCategoryMember productCategoryId="TAX_SLAB_2"
>> productId="ACE_PARA_TAB2" fromDate="2001-01-01 12:00:00.000"/>
>>
>> <TaxAuthorityRateProduct taxAuthorityRateSeqId="9001" fromDate="2017-06-01
>> 00:00:00.000" productCategoryId="TAX_SLAB_1" taxAuthGeoId="_NA_"
>> taxAuthPartyId="IGST" taxAuthorityRateTypeId="IGST" taxPercentage="5.00"
>> taxPromotions="N" taxShipping="N" description="IGST - Integrated Goods and
>> Services Tax"/>
>> <TaxAuthorityRateProduct taxAuthorityRateSeqId="9002" fromDate="2017-06-01
>> 00:00:00.000" productCategoryId="TAX_SLAB_2" taxAuthGeoId="_NA_"
>> taxAuthPartyId="IGST" taxAuthorityRateTypeId="IGST" taxPercentage="10.00"
>> taxPromotions="N" taxShipping="N" description="IGST - Integrated Goods and
>> Services Tax"/>
>>
>>
>> Please revert in case of any doubt.
>>
>> HTH!
>>
>>
>> Thanks & Regards
>> --
>> Deepak Nigam
>> Technical Consultant/Team Lead
>> HotWax Systems
>> www.hotwaxsystems.com
>>
>> On Wed, Aug 30, 2017 at 2:02 PM, Rajesh Mallah <[hidden email]>
>> wrote:
>>
>> > Thanks , Paul's reply did help , and I saw taxes getting
>> > automatically added after the product was included in
>> > a extra category of type *Tax* . I named to the category
>> > as "Taxable Products" for time being (as suggested).
>> >
>> > regds
>> > mallah.
>> >
>> >
>> > On Wed, Aug 30, 2017 at 1:56 PM, Jacques Le Roux <
>> > [hidden email]> wrote:
>> >
>> > > You are doing very well comparing to some others ;)
>> > >
>> > > Jacques
>> > >
>> > >
>> > >
>> > > Le 30/08/2017 à 09:36, Rajesh Mallah a écrit :
>> > >
>> > >> thanks.
>> > >>
>> > >> I hope i finally reach the mundane state soon.
>> > >>
>> > >> regds
>> > >> mallah.
>> > >>
>> > >> On Wed, Aug 30, 2017 at 1:03 PM, Jacques Le Roux <
>> > >> [hidden email]> wrote:
>> > >>
>> > >> This http://markmail.org/message/esl5ou2zo4x2lt3l :D
>> > >>>
>> > >>> You should do more research in the ML archives ;)
>> > >>>
>> > >>> Jacques
>> > >>>
>> > >>>
>> > >>>
>> > >>> Le 30/08/2017 à 08:22, Rajesh Mallah a écrit :
>> > >>>
>> > >>> Hi ,
>> > >>>>
>> > >>>> Can someone point me to a useful documentation on setting up
>> taxation.
>> > >>>>
>> > >>>> Expectations :
>> > >>>>
>> > >>>> (1) tax % should be allowed to be specified at a product / product
>> > >>>> category level and indicate the tax authority
>> > >>>>
>> > >>>> (2) There can be multiple kind of taxes having various rates .
>> > >>>>
>> > >>>> (3) When we order the product from eCommerce storefront then the
>> > >>>> end user is shown the total price including the tax.
>> > >>>>
>> > >>>>
>> > >>>> (4) when we create an invoice for an internally created order
>> > >>>> (non-eCommerce)
>> > >>>> the tax amount should automatically get added to invoice.
>> > >>>>
>> > >>>> Kindly indicate the best documentation that may help in setting the
>> > >>>> above.
>> > >>>>
>> > >>>> regds
>> > >>>> mallah.
>> > >>>>
>> > >>>>
>> > >>>>
>> > >
>> >
>>
>
>

Rajesh Mallah

Re: setting up TAX in ofbiz

In reply to this post by Deepak Nigam

Some more progress:

I was able to apply taxes to demo products using new tax
authority . The incremental steps i did were:

(1) setup "Categories" , "Association" , "Product Rates" for the new
tax authority in Accounting --> Tax Auth .

Rite now the problem is when i add "Items" in invoice using product id
the added items do not pick the correct price. As a result (i feel) "Add
taxes" is
also calculating taxes on 0 .(=0)

regds
mallah.

On Wed, Aug 30, 2017 at 2:34 PM, Deepak Nigam <
[hidden email]> wrote:

Pranay Pandey-3

Re: setting up TAX in ofbiz

In reply to this post by Deepak Nigam

Hi Deepak,

Thanks for providing these details. It's good material to go in a document
on OFBiz Wiki if doesn't exist already.

Best regards,
Pranay Pandey

On Wed, Aug 30, 2017 at 2:34 PM, Deepak Nigam <
[hidden email]> wrote:

Deepak Nigam

Re: setting up TAX in ofbiz

In reply to this post by Rajesh Mallah

Hi Rajesh,

I think you try with a different product also. It is possible that
ProductPrice data is not correct/sufficient for the selected product and
system is not picking the correct price.

Thanks & Regards
--
Deepak Nigam
Technical Consultant/Team Lead
HotWax Systems
www.hotwaxsystems.com

On Wed, Aug 30, 2017 at 4:46 PM, Rajesh Mallah <[hidden email]>
wrote:

> Some more progress:
>
> I was able to apply taxes to demo products using new tax
> authority . The incremental steps i did were:
>
> (1) setup "Categories" , "Association" , "Product Rates" for the new
> tax authority in Accounting --> Tax Auth .
>
> Rite now the problem is when i add "Items" in invoice using product id
> the added items do not pick the correct price. As a result (i feel) "Add
> taxes" is
> also calculating taxes on 0 .(=0)
>
>
> regds
> mallah.
>
>
>
>
>
>
>
>
>
>
>
> On Wed, Aug 30, 2017 at 2:34 PM, Deepak Nigam <
> [hidden email]> wrote:
>
> > Hi Rajesh,
> >
> > Most of the mentioned requirements can be fulfilled by setting up data in
> > entities like TaxAuthorityCategory and TaxAuthorityRateProduct, as the
> > OFBiz tax engine internally uses data from these entities to perform tax
> > calculations.
> >
> > Please refer to the following set of demo data. It can help you.
> >
> > <Party partyId="IGST" partyTypeId="PARTY_GROUP"/>
> > <PartyGroup partyId="IGST" groupName="Integrated Goods and Services
> Tax"/>
> > <PartyRole partyId="IGST" roleTypeId="TAX_AUTHORITY"/>
> >
> > <TaxAuthority taxAuthGeoId="_NA_" taxAuthPartyId="IGST"
> > taxIdFormatPattern="\d{2}[A-Z]{5}\d{4}[A-Z]\d[A-z]\d"/>
> >
> > <ProductCategory productCategoryId="TAX_SLAB_1"
> > productCategoryTypeId="TAX_CATEGORY" description="5.00 %"
> > categoryName="5.00 %"/><TaxAuthorityCategory taxAuthGeoId="_NA_"
> > taxAuthPartyId="IGST" productCategoryId="TAX_SLAB_1"/>
> >
> > <ProductCategory productCategoryId="TAX_SLAB_2"
> > productCategoryTypeId="TAX_CATEGORY" description="10.00 %"
> > categoryName="10.00 %"/><TaxAuthorityCategory taxAuthGeoId="_NA_"
> > taxAuthPartyId="IGST" productCategoryId="TAX_SLAB_2"/>
> >
> > <Product productId="ACE_PARA_TAB" primaryProductCategoryId="ANALGESIC"
> > productTypeId="FINISHED_GOOD" productName="Aceclofenac Tab"
> > internalName="Aceclofenac + Paracetamol (100 mg + 325mg) Tab"
> > weightUomId="WT_kg" productWeight="0.01" description="Aceclofenac +
> > Paracetamol (100 mg + 325mg) Tab" isVirtual="N" isVariant="N"
> > billOfMaterialLevel="0" quantityIncluded="10"
> > introductionDate="2001-01-01 12:00:00.000"/>
> > <ProductCategoryMember productCategoryId="TAX_SLAB_1"
> > productId="ACE_PARA_TAB" fromDate="2001-01-01 12:00:00.000"/>
> >
> > <Product productId="ACE_PARA_TAB2"
> > primaryProductCategoryId="ANALGESIC" productTypeId="FINISHED_GOOD"
> > productName="Aceclofenac Tab 2" internalName="Aceclofenac +
> > Paracetamol (100 mg + 325mg) Tab 2" weightUomId="WT_kg"
> > productWeight="0.01" description="Aceclofenac + Paracetamol (100 mg +
> > 325mg) Tab 2" isVirtual="N" isVariant="N" billOfMaterialLevel="0"
> > quantityIncluded="10" introductionDate="2001-01-01 12:00:00.000"/>
> > <ProductCategoryMember productCategoryId="TAX_SLAB_2"
> > productId="ACE_PARA_TAB2" fromDate="2001-01-01 12:00:00.000"/>
> >
> > <TaxAuthorityRateProduct taxAuthorityRateSeqId="9001"
> fromDate="2017-06-01
> > 00:00:00.000" productCategoryId="TAX_SLAB_1" taxAuthGeoId="_NA_"
> > taxAuthPartyId="IGST" taxAuthorityRateTypeId="IGST" taxPercentage="5.00"
> > taxPromotions="N" taxShipping="N" description="IGST - Integrated Goods
> and
> > Services Tax"/>
> > <TaxAuthorityRateProduct taxAuthorityRateSeqId="9002"
> fromDate="2017-06-01
> > 00:00:00.000" productCategoryId="TAX_SLAB_2" taxAuthGeoId="_NA_"
> > taxAuthPartyId="IGST" taxAuthorityRateTypeId="IGST" taxPercentage="10.00"
> > taxPromotions="N" taxShipping="N" description="IGST - Integrated Goods
> and
> > Services Tax"/>
> >
> >
> > Please revert in case of any doubt.
> >
> > HTH!
> >
> >
> > Thanks & Regards
> > --
> > Deepak Nigam
> > Technical Consultant/Team Lead
> > HotWax Systems
> > www.hotwaxsystems.com
> >
> > On Wed, Aug 30, 2017 at 2:02 PM, Rajesh Mallah <[hidden email]>
> > wrote:
> >
> > > Thanks , Paul's reply did help , and I saw taxes getting
> > > automatically added after the product was included in
> > > a extra category of type *Tax* . I named to the category
> > > as "Taxable Products" for time being (as suggested).
> > >
> > > regds
> > > mallah.
> > >
> > >
> > > On Wed, Aug 30, 2017 at 1:56 PM, Jacques Le Roux <
> > > [hidden email]> wrote:
> > >
> > > > You are doing very well comparing to some others ;)
> > > >
> > > > Jacques
> > > >
> > > >
> > > >
> > > > Le 30/08/2017 à 09:36, Rajesh Mallah a écrit :
> > > >
> > > >> thanks.
> > > >>
> > > >> I hope i finally reach the mundane state soon.
> > > >>
> > > >> regds
> > > >> mallah.
> > > >>
> > > >> On Wed, Aug 30, 2017 at 1:03 PM, Jacques Le Roux <
> > > >> [hidden email]> wrote:
> > > >>
> > > >> This http://markmail.org/message/esl5ou2zo4x2lt3l :D
> > > >>>
> > > >>> You should do more research in the ML archives ;)
> > > >>>
> > > >>> Jacques
> > > >>>
> > > >>>
> > > >>>
> > > >>> Le 30/08/2017 à 08:22, Rajesh Mallah a écrit :
> > > >>>
> > > >>> Hi ,
> > > >>>>
> > > >>>> Can someone point me to a useful documentation on setting up
> > taxation.
> > > >>>>
> > > >>>> Expectations :
> > > >>>>
> > > >>>> (1) tax % should be allowed to be specified at a product / product
> > > >>>> category level and indicate the tax authority
> > > >>>>
> > > >>>> (2) There can be multiple kind of taxes having various rates .
> > > >>>>
> > > >>>> (3) When we order the product from eCommerce storefront then the
> > > >>>> end user is shown the total price including the tax.
> > > >>>>
> > > >>>>
> > > >>>> (4) when we create an invoice for an internally created order
> > > >>>> (non-eCommerce)
> > > >>>> the tax amount should automatically get added to invoice.
> > > >>>>
> > > >>>> Kindly indicate the best documentation that may help in setting
> the
> > > >>>> above.
> > > >>>>
> > > >>>> regds
> > > >>>> mallah.
> > > >>>>
> > > >>>>
> > > >>>>
> > > >
> > >
> >
>

Deepak Nigam

Re: setting up TAX in ofbiz

In reply to this post by Pranay Pandey-3

Thanks, Pranay.
Sure I'll have a look into OFBiz Wiki for the same.

Thanks & Regards
--
Deepak Nigam
Technical Consultant/Team Lead
HotWax Systems
www.hotwaxsystems.com

On Wed, Aug 30, 2017 at 5:37 PM, Pranay Pandey <
[hidden email]> wrote:

> Hi Deepak,
>
> Thanks for providing these details. It's good material to go in a document
> on OFBiz Wiki if doesn't exist already.
>
> Best regards,
> Pranay Pandey
>
> On Wed, Aug 30, 2017 at 2:34 PM, Deepak Nigam <
> [hidden email]> wrote:
>
> > Hi Rajesh,
> >
> > Most of the mentioned requirements can be fulfilled by setting up data in
> > entities like TaxAuthorityCategory and TaxAuthorityRateProduct, as the
> > OFBiz tax engine internally uses data from these entities to perform tax
> > calculations.
> >
> > Please refer to the following set of demo data. It can help you.
> >
> > <Party partyId="IGST" partyTypeId="PARTY_GROUP"/>
> > <PartyGroup partyId="IGST" groupName="Integrated Goods and Services
> Tax"/>
> > <PartyRole partyId="IGST" roleTypeId="TAX_AUTHORITY"/>
> >
> > <TaxAuthority taxAuthGeoId="_NA_" taxAuthPartyId="IGST"
> > taxIdFormatPattern="\d{2}[A-Z]{5}\d{4}[A-Z]\d[A-z]\d"/>
> >
> > <ProductCategory productCategoryId="TAX_SLAB_1"
> > productCategoryTypeId="TAX_CATEGORY" description="5.00 %"
> > categoryName="5.00 %"/><TaxAuthorityCategory taxAuthGeoId="_NA_"
> > taxAuthPartyId="IGST" productCategoryId="TAX_SLAB_1"/>
> >
> > <ProductCategory productCategoryId="TAX_SLAB_2"
> > productCategoryTypeId="TAX_CATEGORY" description="10.00 %"
> > categoryName="10.00 %"/><TaxAuthorityCategory taxAuthGeoId="_NA_"
> > taxAuthPartyId="IGST" productCategoryId="TAX_SLAB_2"/>
> >
> > <Product productId="ACE_PARA_TAB" primaryProductCategoryId="ANALGESIC"
> > productTypeId="FINISHED_GOOD" productName="Aceclofenac Tab"
> > internalName="Aceclofenac + Paracetamol (100 mg + 325mg) Tab"
> > weightUomId="WT_kg" productWeight="0.01" description="Aceclofenac +
> > Paracetamol (100 mg + 325mg) Tab" isVirtual="N" isVariant="N"
> > billOfMaterialLevel="0" quantityIncluded="10"
> > introductionDate="2001-01-01 12:00:00.000"/>
> > <ProductCategoryMember productCategoryId="TAX_SLAB_1"
> > productId="ACE_PARA_TAB" fromDate="2001-01-01 12:00:00.000"/>
> >
> > <Product productId="ACE_PARA_TAB2"
> > primaryProductCategoryId="ANALGESIC" productTypeId="FINISHED_GOOD"
> > productName="Aceclofenac Tab 2" internalName="Aceclofenac +
> > Paracetamol (100 mg + 325mg) Tab 2" weightUomId="WT_kg"
> > productWeight="0.01" description="Aceclofenac + Paracetamol (100 mg +
> > 325mg) Tab 2" isVirtual="N" isVariant="N" billOfMaterialLevel="0"
> > quantityIncluded="10" introductionDate="2001-01-01 12:00:00.000"/>
> > <ProductCategoryMember productCategoryId="TAX_SLAB_2"
> > productId="ACE_PARA_TAB2" fromDate="2001-01-01 12:00:00.000"/>
> >
> > <TaxAuthorityRateProduct taxAuthorityRateSeqId="9001"
> fromDate="2017-06-01
> > 00:00:00.000" productCategoryId="TAX_SLAB_1" taxAuthGeoId="_NA_"
> > taxAuthPartyId="IGST" taxAuthorityRateTypeId="IGST" taxPercentage="5.00"
> > taxPromotions="N" taxShipping="N" description="IGST - Integrated Goods
> and
> > Services Tax"/>
> > <TaxAuthorityRateProduct taxAuthorityRateSeqId="9002"
> fromDate="2017-06-01
> > 00:00:00.000" productCategoryId="TAX_SLAB_2" taxAuthGeoId="_NA_"
> > taxAuthPartyId="IGST" taxAuthorityRateTypeId="IGST" taxPercentage="10.00"
> > taxPromotions="N" taxShipping="N" description="IGST - Integrated Goods
> and
> > Services Tax"/>
> >
> >
> > Please revert in case of any doubt.
> >
> > HTH!
> >
> >
> > Thanks & Regards
> > --
> > Deepak Nigam
> > Technical Consultant/Team Lead
> > HotWax Systems
> > www.hotwaxsystems.com
> >
> > On Wed, Aug 30, 2017 at 2:02 PM, Rajesh Mallah <[hidden email]>
> > wrote:
> >
> > > Thanks , Paul's reply did help , and I saw taxes getting
> > > automatically added after the product was included in
> > > a extra category of type *Tax* . I named to the category
> > > as "Taxable Products" for time being (as suggested).
> > >
> > > regds
> > > mallah.
> > >
> > >
> > > On Wed, Aug 30, 2017 at 1:56 PM, Jacques Le Roux <
> > > [hidden email]> wrote:
> > >
> > > > You are doing very well comparing to some others ;)
> > > >
> > > > Jacques
> > > >
> > > >
> > > >
> > > > Le 30/08/2017 à 09:36, Rajesh Mallah a écrit :
> > > >
> > > >> thanks.
> > > >>
> > > >> I hope i finally reach the mundane state soon.
> > > >>
> > > >> regds
> > > >> mallah.
> > > >>
> > > >> On Wed, Aug 30, 2017 at 1:03 PM, Jacques Le Roux <
> > > >> [hidden email]> wrote:
> > > >>
> > > >> This http://markmail.org/message/esl5ou2zo4x2lt3l :D
> > > >>>
> > > >>> You should do more research in the ML archives ;)
> > > >>>
> > > >>> Jacques
> > > >>>
> > > >>>
> > > >>>
> > > >>> Le 30/08/2017 à 08:22, Rajesh Mallah a écrit :
> > > >>>
> > > >>> Hi ,
> > > >>>>
> > > >>>> Can someone point me to a useful documentation on setting up
> > taxation.
> > > >>>>
> > > >>>> Expectations :
> > > >>>>
> > > >>>> (1) tax % should be allowed to be specified at a product / product
> > > >>>> category level and indicate the tax authority
> > > >>>>
> > > >>>> (2) There can be multiple kind of taxes having various rates .
> > > >>>>
> > > >>>> (3) When we order the product from eCommerce storefront then the
> > > >>>> end user is shown the total price including the tax.
> > > >>>>
> > > >>>>
> > > >>>> (4) when we create an invoice for an internally created order
> > > >>>> (non-eCommerce)
> > > >>>> the tax amount should automatically get added to invoice.
> > > >>>>
> > > >>>> Kindly indicate the best documentation that may help in setting
> the
> > > >>>> above.
> > > >>>>
> > > >>>> regds
> > > >>>> mallah.
> > > >>>>
> > > >>>>
> > > >>>>
> > > >
> > >
> >
>

Rajesh Mallah

Re: setting up TAX in ofbiz

In reply to this post by Deepak Nigam

>
> Hi Rajesh,
>
> I think you try with a different product also. It is possible that
> ProductPrice data is not correct/sufficient for the selected product and
> system is not picking the correct price.

Hi Deepak ,

I saw a currency related issue. I added a price with USD currency the price
was being picked correctly and so were the taxes being calculated.

regds
mallah.

On Wed, Aug 30, 2017 at 6:10 PM, Deepak Nigam <
[hidden email]> wrote:

> Hi Rajesh,
>
> I think you try with a different product also. It is possible that
> ProductPrice data is not correct/sufficient for the selected product and
> system is not picking the correct price.
>
> Thanks & Regards
> --
> Deepak Nigam
> Technical Consultant/Team Lead
> HotWax Systems
> www.hotwaxsystems.com
>
> On Wed, Aug 30, 2017 at 4:46 PM, Rajesh Mallah <[hidden email]>
> wrote:
>
> > Some more progress:
> >
> > I was able to apply taxes to demo products using new tax
> > authority . The incremental steps i did were:
> >
> > (1) setup "Categories" , "Association" , "Product Rates" for the new
> > tax authority in Accounting --> Tax Auth .
> >
> > Rite now the problem is when i add "Items" in invoice using product id
> > the added items do not pick the correct price. As a result (i feel) "Add
> > taxes" is
> > also calculating taxes on 0 .(=0)
> >
> >
> > regds
> > mallah.
> >
> >
> >
> >
> >
> >
> >
> >
> >
> >
> >
> > On Wed, Aug 30, 2017 at 2:34 PM, Deepak Nigam <
> > [hidden email]> wrote:
> >
> > > Hi Rajesh,
> > >
> > > Most of the mentioned requirements can be fulfilled by setting up data
> in
> > > entities like TaxAuthorityCategory and TaxAuthorityRateProduct, as the
> > > OFBiz tax engine internally uses data from these entities to perform
> tax
> > > calculations.
> > >
> > > Please refer to the following set of demo data. It can help you.
> > >
> > > <Party partyId="IGST" partyTypeId="PARTY_GROUP"/>
> > > <PartyGroup partyId="IGST" groupName="Integrated Goods and Services
> > Tax"/>
> > > <PartyRole partyId="IGST" roleTypeId="TAX_AUTHORITY"/>
> > >
> > > <TaxAuthority taxAuthGeoId="_NA_" taxAuthPartyId="IGST"
> > > taxIdFormatPattern="\d{2}[A-Z]{5}\d{4}[A-Z]\d[A-z]\d"/>
> > >
> > > <ProductCategory productCategoryId="TAX_SLAB_1"
> > > productCategoryTypeId="TAX_CATEGORY" description="5.00 %"
> > > categoryName="5.00 %"/><TaxAuthorityCategory taxAuthGeoId="_NA_"
> > > taxAuthPartyId="IGST" productCategoryId="TAX_SLAB_1"/>
> > >
> > > <ProductCategory productCategoryId="TAX_SLAB_2"
> > > productCategoryTypeId="TAX_CATEGORY" description="10.00 %"
> > > categoryName="10.00 %"/><TaxAuthorityCategory taxAuthGeoId="_NA_"
> > > taxAuthPartyId="IGST" productCategoryId="TAX_SLAB_2"/>
> > >
> > > <Product productId="ACE_PARA_TAB" primaryProductCategoryId="ANALGESIC"
> > > productTypeId="FINISHED_GOOD" productName="Aceclofenac Tab"
> > > internalName="Aceclofenac + Paracetamol (100 mg + 325mg) Tab"
> > > weightUomId="WT_kg" productWeight="0.01" description="Aceclofenac +
> > > Paracetamol (100 mg + 325mg) Tab" isVirtual="N" isVariant="N"
> > > billOfMaterialLevel="0" quantityIncluded="10"
> > > introductionDate="2001-01-01 12:00:00.000"/>
> > > <ProductCategoryMember productCategoryId="TAX_SLAB_1"
> > > productId="ACE_PARA_TAB" fromDate="2001-01-01 12:00:00.000"/>
> > >
> > > <Product productId="ACE_PARA_TAB2"
> > > primaryProductCategoryId="ANALGESIC" productTypeId="FINISHED_GOOD"
> > > productName="Aceclofenac Tab 2" internalName="Aceclofenac +
> > > Paracetamol (100 mg + 325mg) Tab 2" weightUomId="WT_kg"
> > > productWeight="0.01" description="Aceclofenac + Paracetamol (100 mg +
> > > 325mg) Tab 2" isVirtual="N" isVariant="N" billOfMaterialLevel="0"
> > > quantityIncluded="10" introductionDate="2001-01-01 12:00:00.000"/>
> > > <ProductCategoryMember productCategoryId="TAX_SLAB_2"
> > > productId="ACE_PARA_TAB2" fromDate="2001-01-01 12:00:00.000"/>
> > >
> > > <TaxAuthorityRateProduct taxAuthorityRateSeqId="9001"
> > fromDate="2017-06-01
> > > 00:00:00.000" productCategoryId="TAX_SLAB_1" taxAuthGeoId="_NA_"
> > > taxAuthPartyId="IGST" taxAuthorityRateTypeId="IGST"
> taxPercentage="5.00"
> > > taxPromotions="N" taxShipping="N" description="IGST - Integrated Goods
> > and
> > > Services Tax"/>
> > > <TaxAuthorityRateProduct taxAuthorityRateSeqId="9002"
> > fromDate="2017-06-01
> > > 00:00:00.000" productCategoryId="TAX_SLAB_2" taxAuthGeoId="_NA_"
> > > taxAuthPartyId="IGST" taxAuthorityRateTypeId="IGST"
> taxPercentage="10.00"
> > > taxPromotions="N" taxShipping="N" description="IGST - Integrated Goods
> > and
> > > Services Tax"/>
> > >
> > >
> > > Please revert in case of any doubt.
> > >
> > > HTH!
> > >
> > >
> > > Thanks & Regards
> > > --
> > > Deepak Nigam
> > > Technical Consultant/Team Lead
> > > HotWax Systems
> > > www.hotwaxsystems.com
> > >
> > > On Wed, Aug 30, 2017 at 2:02 PM, Rajesh Mallah <
> [hidden email]>
> > > wrote:
> > >
> > > > Thanks , Paul's reply did help , and I saw taxes getting
> > > > automatically added after the product was included in
> > > > a extra category of type *Tax* . I named to the category
> > > > as "Taxable Products" for time being (as suggested).
> > > >
> > > > regds
> > > > mallah.
> > > >
> > > >
> > > > On Wed, Aug 30, 2017 at 1:56 PM, Jacques Le Roux <
> > > > [hidden email]> wrote:
> > > >
> > > > > You are doing very well comparing to some others ;)
> > > > >
> > > > > Jacques
> > > > >
> > > > >
> > > > >
> > > > > Le 30/08/2017 à 09:36, Rajesh Mallah a écrit :
> > > > >
> > > > >> thanks.
> > > > >>
> > > > >> I hope i finally reach the mundane state soon.
> > > > >>
> > > > >> regds
> > > > >> mallah.
> > > > >>
> > > > >> On Wed, Aug 30, 2017 at 1:03 PM, Jacques Le Roux <
> > > > >> [hidden email]> wrote:
> > > > >>
> > > > >> This http://markmail.org/message/esl5ou2zo4x2lt3l :D
> > > > >>>
> > > > >>> You should do more research in the ML archives ;)
> > > > >>>
> > > > >>> Jacques
> > > > >>>
> > > > >>>
> > > > >>>
> > > > >>> Le 30/08/2017 à 08:22, Rajesh Mallah a écrit :
> > > > >>>
> > > > >>> Hi ,
> > > > >>>>
> > > > >>>> Can someone point me to a useful documentation on setting up
> > > taxation.
> > > > >>>>
> > > > >>>> Expectations :
> > > > >>>>
> > > > >>>> (1) tax % should be allowed to be specified at a product /
> product
> > > > >>>> category level and indicate the tax authority
> > > > >>>>
> > > > >>>> (2) There can be multiple kind of taxes having various rates .
> > > > >>>>
> > > > >>>> (3) When we order the product from eCommerce storefront then the
> > > > >>>> end user is shown the total price including the tax.
> > > > >>>>
> > > > >>>>
> > > > >>>> (4) when we create an invoice for an internally created order
> > > > >>>> (non-eCommerce)
> > > > >>>> the tax amount should automatically get added to
> invoice.
> > > > >>>>
> > > > >>>> Kindly indicate the best documentation that may help in setting
> > the
> > > > >>>> above.
> > > > >>>>
> > > > >>>> regds
> > > > >>>> mallah.
> > > > >>>>
> > > > >>>>
> > > > >>>>
> > > > >
> > > >
> > >
> >
>

Rishi Solanki

Re: setting up TAX in ofbiz

Rajesh,

IMO, what Deepak is suggesting seems correct, please try with different
product or share the xml data setup you did for the product you are trying
to add tax.

May some extra setup/price override the behavior or incorrect setup for
tax. Data will help us to diagnose and reply.

Rishi Solanki
Sr Manager, Enterprise Software Development
HotWax Systems Pvt. Ltd.
Direct: +91-9893287847
http://www.hotwaxsystems.com
www.hotwax.co

On Wed, Aug 30, 2017 at 8:26 PM, Rajesh Mallah <[hidden email]>
wrote:

> >
> > Hi Rajesh,
> >
> > I think you try with a different product also. It is possible that
> > ProductPrice data is not correct/sufficient for the selected product and
> > system is not picking the correct price.
>
>
> Hi Deepak ,
>
> I saw a currency related issue. I added a price with USD currency the price
> was being picked correctly and so were the taxes being calculated.
>
> regds
> mallah.
>
>
>
>
>
>
> On Wed, Aug 30, 2017 at 6:10 PM, Deepak Nigam <
> [hidden email]> wrote:
>
> > Hi Rajesh,
> >
> > I think you try with a different product also. It is possible that
> > ProductPrice data is not correct/sufficient for the selected product and
> > system is not picking the correct price.
> >
> > Thanks & Regards
> > --
> > Deepak Nigam
> > Technical Consultant/Team Lead
> > HotWax Systems
> > www.hotwaxsystems.com
> >
> > On Wed, Aug 30, 2017 at 4:46 PM, Rajesh Mallah <[hidden email]>
> > wrote:
> >
> > > Some more progress:
> > >
> > > I was able to apply taxes to demo products using new tax
> > > authority . The incremental steps i did were:
> > >
> > > (1) setup "Categories" , "Association" , "Product Rates" for the new
> > > tax authority in Accounting --> Tax Auth .
> > >
> > > Rite now the problem is when i add "Items" in invoice using product id
> > > the added items do not pick the correct price. As a result (i feel)
> "Add
> > > taxes" is
> > > also calculating taxes on 0 .(=0)
> > >
> > >
> > > regds
> > > mallah.
> > >
> > >
> > >
> > >
> > >
> > >
> > >
> > >
> > >
> > >
> > >
> > > On Wed, Aug 30, 2017 at 2:34 PM, Deepak Nigam <
> > > [hidden email]> wrote:
> > >
> > > > Hi Rajesh,
> > > >
> > > > Most of the mentioned requirements can be fulfilled by setting up
> data
> > in
> > > > entities like TaxAuthorityCategory and TaxAuthorityRateProduct, as
> the
> > > > OFBiz tax engine internally uses data from these entities to perform
> > tax
> > > > calculations.
> > > >
> > > > Please refer to the following set of demo data. It can help you.
> > > >
> > > > <Party partyId="IGST" partyTypeId="PARTY_GROUP"/>
> > > > <PartyGroup partyId="IGST" groupName="Integrated Goods and Services
> > > Tax"/>
> > > > <PartyRole partyId="IGST" roleTypeId="TAX_AUTHORITY"/>
> > > >
> > > > <TaxAuthority taxAuthGeoId="_NA_" taxAuthPartyId="IGST"
> > > > taxIdFormatPattern="\d{2}[A-Z]{5}\d{4}[A-Z]\d[A-z]\d"/>
> > > >
> > > > <ProductCategory productCategoryId="TAX_SLAB_1"
> > > > productCategoryTypeId="TAX_CATEGORY" description="5.00 %"
> > > > categoryName="5.00 %"/><TaxAuthorityCategory taxAuthGeoId="_NA_"
> > > > taxAuthPartyId="IGST" productCategoryId="TAX_SLAB_1"/>
> > > >
> > > > <ProductCategory productCategoryId="TAX_SLAB_2"
> > > > productCategoryTypeId="TAX_CATEGORY" description="10.00 %"
> > > > categoryName="10.00 %"/><TaxAuthorityCategory taxAuthGeoId="_NA_"
> > > > taxAuthPartyId="IGST" productCategoryId="TAX_SLAB_2"/>
> > > >
> > > > <Product productId="ACE_PARA_TAB" primaryProductCategoryId="
> ANALGESIC"
> > > > productTypeId="FINISHED_GOOD" productName="Aceclofenac Tab"
> > > > internalName="Aceclofenac + Paracetamol (100 mg + 325mg) Tab"
> > > > weightUomId="WT_kg" productWeight="0.01" description="Aceclofenac +
> > > > Paracetamol (100 mg + 325mg) Tab" isVirtual="N" isVariant="N"
> > > > billOfMaterialLevel="0" quantityIncluded="10"
> > > > introductionDate="2001-01-01 12:00:00.000"/>
> > > > <ProductCategoryMember productCategoryId="TAX_SLAB_1"
> > > > productId="ACE_PARA_TAB" fromDate="2001-01-01 12:00:00.000"/>
> > > >
> > > > <Product productId="ACE_PARA_TAB2"
> > > > primaryProductCategoryId="ANALGESIC" productTypeId="FINISHED_GOOD"
> > > > productName="Aceclofenac Tab 2" internalName="Aceclofenac +
> > > > Paracetamol (100 mg + 325mg) Tab 2" weightUomId="WT_kg"
> > > > productWeight="0.01" description="Aceclofenac + Paracetamol (100 mg +
> > > > 325mg) Tab 2" isVirtual="N" isVariant="N" billOfMaterialLevel="0"
> > > > quantityIncluded="10" introductionDate="2001-01-01 12:00:00.000"/>
> > > > <ProductCategoryMember productCategoryId="TAX_SLAB_2"
> > > > productId="ACE_PARA_TAB2" fromDate="2001-01-01 12:00:00.000"/>
> > > >
> > > > <TaxAuthorityRateProduct taxAuthorityRateSeqId="9001"
> > > fromDate="2017-06-01
> > > > 00:00:00.000" productCategoryId="TAX_SLAB_1" taxAuthGeoId="_NA_"
> > > > taxAuthPartyId="IGST" taxAuthorityRateTypeId="IGST"
> > taxPercentage="5.00"
> > > > taxPromotions="N" taxShipping="N" description="IGST - Integrated
> Goods
> > > and
> > > > Services Tax"/>
> > > > <TaxAuthorityRateProduct taxAuthorityRateSeqId="9002"
> > > fromDate="2017-06-01
> > > > 00:00:00.000" productCategoryId="TAX_SLAB_2" taxAuthGeoId="_NA_"
> > > > taxAuthPartyId="IGST" taxAuthorityRateTypeId="IGST"
> > taxPercentage="10.00"
> > > > taxPromotions="N" taxShipping="N" description="IGST - Integrated
> Goods
> > > and
> > > > Services Tax"/>
> > > >
> > > >
> > > > Please revert in case of any doubt.
> > > >
> > > > HTH!
> > > >
> > > >
> > > > Thanks & Regards
> > > > --
> > > > Deepak Nigam
> > > > Technical Consultant/Team Lead
> > > > HotWax Systems
> > > > www.hotwaxsystems.com
> > > >
> > > > On Wed, Aug 30, 2017 at 2:02 PM, Rajesh Mallah <
> > [hidden email]>
> > > > wrote:
> > > >
> > > > > Thanks , Paul's reply did help , and I saw taxes getting
> > > > > automatically added after the product was included in
> > > > > a extra category of type *Tax* . I named to the category
> > > > > as "Taxable Products" for time being (as suggested).
> > > > >
> > > > > regds
> > > > > mallah.
> > > > >
> > > > >
> > > > > On Wed, Aug 30, 2017 at 1:56 PM, Jacques Le Roux <
> > > > > [hidden email]> wrote:
> > > > >
> > > > > > You are doing very well comparing to some others ;)
> > > > > >
> > > > > > Jacques
> > > > > >
> > > > > >
> > > > > >
> > > > > > Le 30/08/2017 à 09:36, Rajesh Mallah a écrit :
> > > > > >
> > > > > >> thanks.
> > > > > >>
> > > > > >> I hope i finally reach the mundane state soon.
> > > > > >>
> > > > > >> regds
> > > > > >> mallah.
> > > > > >>
> > > > > >> On Wed, Aug 30, 2017 at 1:03 PM, Jacques Le Roux <
> > > > > >> [hidden email]> wrote:
> > > > > >>
> > > > > >> This http://markmail.org/message/esl5ou2zo4x2lt3l :D
> > > > > >>>
> > > > > >>> You should do more research in the ML archives ;)
> > > > > >>>
> > > > > >>> Jacques
> > > > > >>>
> > > > > >>>
> > > > > >>>
> > > > > >>> Le 30/08/2017 à 08:22, Rajesh Mallah a écrit :
> > > > > >>>
> > > > > >>> Hi ,
> > > > > >>>>
> > > > > >>>> Can someone point me to a useful documentation on setting up
> > > > taxation.
> > > > > >>>>
> > > > > >>>> Expectations :
> > > > > >>>>
> > > > > >>>> (1) tax % should be allowed to be specified at a product /
> > product
> > > > > >>>> category level and indicate the tax authority
> > > > > >>>>
> > > > > >>>> (2) There can be multiple kind of taxes having various rates .
> > > > > >>>>
> > > > > >>>> (3) When we order the product from eCommerce storefront then
> the
> > > > > >>>> end user is shown the total price including the tax.
> > > > > >>>>
> > > > > >>>>
> > > > > >>>> (4) when we create an invoice for an internally created order
> > > > > >>>> (non-eCommerce)
> > > > > >>>> the tax amount should automatically get added to
> > invoice.
> > > > > >>>>
> > > > > >>>> Kindly indicate the best documentation that may help in
> setting
> > > the
> > > > > >>>> above.
> > > > > >>>>
> > > > > >>>> regds
> > > > > >>>> mallah.
> > > > > >>>>
> > > > > >>>>
> > > > > >>>>
> > > > > >
> > > > >
> > > >
> > >
> >
>

Rajesh Mallah

Re: setting up TAX in ofbiz

In reply to this post by Rajesh Mallah

Hi Everyone ,

I am referring to old thread message:

http://markmail.org/message/kwygn6w2tmfzvtbv

In my case also i see that the

Base Currency: USD in screen
IN : Applications > Accounting > Organization GL Settings > Setup
with no means of updating it.

In said thread it is suggested to update it by hand , but do we really need
to
do so ? I am generally averse to an hackish approach

regds
mallah.

On Wed, Aug 30, 2017 at 8:26 PM, Rajesh Mallah <[hidden email]>
wrote:

> Hi Rajesh,
>>
>> I think you try with a different product also. It is possible that
>> ProductPrice data is not correct/sufficient for the selected product and
>> system is not picking the correct price.
>
>
> Hi Deepak ,
>
> I saw a currency related issue. I added a price with USD currency the
> price
> was being picked correctly and so were the taxes being calculated.
>
> regds
> mallah.
>
>
>
>
>
>
> On Wed, Aug 30, 2017 at 6:10 PM, Deepak Nigam <deepak.nigam@hotwaxsystems.
> com> wrote:
>
>> Hi Rajesh,
>>
>> I think you try with a different product also. It is possible that
>> ProductPrice data is not correct/sufficient for the selected product and
>> system is not picking the correct price.
>>
>> Thanks & Regards
>> --
>> Deepak Nigam
>> Technical Consultant/Team Lead
>> HotWax Systems
>> www.hotwaxsystems.com
>>
>> On Wed, Aug 30, 2017 at 4:46 PM, Rajesh Mallah <[hidden email]>
>> wrote:
>>
>> > Some more progress:
>> >
>> > I was able to apply taxes to demo products using new tax
>> > authority . The incremental steps i did were:
>> >
>> > (1) setup "Categories" , "Association" , "Product Rates" for the new
>> > tax authority in Accounting --> Tax Auth .
>> >
>> > Rite now the problem is when i add "Items" in invoice using product id
>> > the added items do not pick the correct price. As a result (i feel) "Add
>> > taxes" is
>> > also calculating taxes on 0 .(=0)
>> >
>> >
>> > regds
>> > mallah.
>> >
>> >
>> >
>> >
>> >
>> >
>> >
>> >
>> >
>> >
>> >
>> > On Wed, Aug 30, 2017 at 2:34 PM, Deepak Nigam <
>> > [hidden email]> wrote:
>> >
>> > > Hi Rajesh,
>> > >
>> > > Most of the mentioned requirements can be fulfilled by setting up
>> data in
>> > > entities like TaxAuthorityCategory and TaxAuthorityRateProduct, as the
>> > > OFBiz tax engine internally uses data from these entities to perform
>> tax
>> > > calculations.
>> > >
>> > > Please refer to the following set of demo data. It can help you.
>> > >
>> > > <Party partyId="IGST" partyTypeId="PARTY_GROUP"/>
>> > > <PartyGroup partyId="IGST" groupName="Integrated Goods and Services
>> > Tax"/>
>> > > <PartyRole partyId="IGST" roleTypeId="TAX_AUTHORITY"/>
>> > >
>> > > <TaxAuthority taxAuthGeoId="_NA_" taxAuthPartyId="IGST"
>> > > taxIdFormatPattern="\d{2}[A-Z]{5}\d{4}[A-Z]\d[A-z]\d"/>
>> > >
>> > > <ProductCategory productCategoryId="TAX_SLAB_1"
>> > > productCategoryTypeId="TAX_CATEGORY" description="5.00 %"
>> > > categoryName="5.00 %"/><TaxAuthorityCategory taxAuthGeoId="_NA_"
>> > > taxAuthPartyId="IGST" productCategoryId="TAX_SLAB_1"/>
>> > >
>> > > <ProductCategory productCategoryId="TAX_SLAB_2"
>> > > productCategoryTypeId="TAX_CATEGORY" description="10.00 %"
>> > > categoryName="10.00 %"/><TaxAuthorityCategory taxAuthGeoId="_NA_"
>> > > taxAuthPartyId="IGST" productCategoryId="TAX_SLAB_2"/>
>> > >
>> > > <Product productId="ACE_PARA_TAB" primaryProductCategoryId="ANAL
>> GESIC"
>> > > productTypeId="FINISHED_GOOD" productName="Aceclofenac Tab"
>> > > internalName="Aceclofenac + Paracetamol (100 mg + 325mg) Tab"
>> > > weightUomId="WT_kg" productWeight="0.01" description="Aceclofenac +
>> > > Paracetamol (100 mg + 325mg) Tab" isVirtual="N" isVariant="N"
>> > > billOfMaterialLevel="0" quantityIncluded="10"
>> > > introductionDate="2001-01-01 12:00:00.000"/>
>> > > <ProductCategoryMember productCategoryId="TAX_SLAB_1"
>> > > productId="ACE_PARA_TAB" fromDate="2001-01-01 12:00:00.000"/>
>> > >
>> > > <Product productId="ACE_PARA_TAB2"
>> > > primaryProductCategoryId="ANALGESIC" productTypeId="FINISHED_GOOD"
>> > > productName="Aceclofenac Tab 2" internalName="Aceclofenac +
>> > > Paracetamol (100 mg + 325mg) Tab 2" weightUomId="WT_kg"
>> > > productWeight="0.01" description="Aceclofenac + Paracetamol (100 mg +
>> > > 325mg) Tab 2" isVirtual="N" isVariant="N" billOfMaterialLevel="0"
>> > > quantityIncluded="10" introductionDate="2001-01-01 12:00:00.000"/>
>> > > <ProductCategoryMember productCategoryId="TAX_SLAB_2"
>> > > productId="ACE_PARA_TAB2" fromDate="2001-01-01 12:00:00.000"/>
>> > >
>> > > <TaxAuthorityRateProduct taxAuthorityRateSeqId="9001"
>> > fromDate="2017-06-01
>> > > 00:00:00.000" productCategoryId="TAX_SLAB_1" taxAuthGeoId="_NA_"
>> > > taxAuthPartyId="IGST" taxAuthorityRateTypeId="IGST"
>> taxPercentage="5.00"
>> > > taxPromotions="N" taxShipping="N" description="IGST - Integrated Goods
>> > and
>> > > Services Tax"/>
>> > > <TaxAuthorityRateProduct taxAuthorityRateSeqId="9002"
>> > fromDate="2017-06-01
>> > > 00:00:00.000" productCategoryId="TAX_SLAB_2" taxAuthGeoId="_NA_"
>> > > taxAuthPartyId="IGST" taxAuthorityRateTypeId="IGST"
>> taxPercentage="10.00"
>> > > taxPromotions="N" taxShipping="N" description="IGST - Integrated Goods
>> > and
>> > > Services Tax"/>
>> > >
>> > >
>> > > Please revert in case of any doubt.
>> > >
>> > > HTH!
>> > >
>> > >
>> > > Thanks & Regards
>> > > --
>> > > Deepak Nigam
>> > > Technical Consultant/Team Lead
>> > > HotWax Systems
>> > > www.hotwaxsystems.com
>> > >
>> > > On Wed, Aug 30, 2017 at 2:02 PM, Rajesh Mallah <
>> [hidden email]>
>> > > wrote:
>> > >
>> > > > Thanks , Paul's reply did help , and I saw taxes getting
>> > > > automatically added after the product was included in
>> > > > a extra category of type *Tax* . I named to the category
>> > > > as "Taxable Products" for time being (as suggested).
>> > > >
>> > > > regds
>> > > > mallah.
>> > > >
>> > > >
>> > > > On Wed, Aug 30, 2017 at 1:56 PM, Jacques Le Roux <
>> > > > [hidden email]> wrote:
>> > > >
>> > > > > You are doing very well comparing to some others ;)
>> > > > >
>> > > > > Jacques
>> > > > >
>> > > > >
>> > > > >
>> > > > > Le 30/08/2017 à 09:36, Rajesh Mallah a écrit :
>> > > > >
>> > > > >> thanks.
>> > > > >>
>> > > > >> I hope i finally reach the mundane state soon.
>> > > > >>
>> > > > >> regds
>> > > > >> mallah.
>> > > > >>
>> > > > >> On Wed, Aug 30, 2017 at 1:03 PM, Jacques Le Roux <
>> > > > >> [hidden email]> wrote:
>> > > > >>
>> > > > >> This http://markmail.org/message/esl5ou2zo4x2lt3l :D
>> > > > >>>
>> > > > >>> You should do more research in the ML archives ;)
>> > > > >>>
>> > > > >>> Jacques
>> > > > >>>
>> > > > >>>
>> > > > >>>
>> > > > >>> Le 30/08/2017 à 08:22, Rajesh Mallah a écrit :
>> > > > >>>
>> > > > >>> Hi ,
>> > > > >>>>
>> > > > >>>> Can someone point me to a useful documentation on setting up
>> > > taxation.
>> > > > >>>>
>> > > > >>>> Expectations :
>> > > > >>>>
>> > > > >>>> (1) tax % should be allowed to be specified at a product /
>> product
>> > > > >>>> category level and indicate the tax authority
>> > > > >>>>
>> > > > >>>> (2) There can be multiple kind of taxes having various rates .
>> > > > >>>>
>> > > > >>>> (3) When we order the product from eCommerce storefront then
>> the
>> > > > >>>> end user is shown the total price including the tax.
>> > > > >>>>
>> > > > >>>>
>> > > > >>>> (4) when we create an invoice for an internally created order
>> > > > >>>> (non-eCommerce)
>> > > > >>>> the tax amount should automatically get added to
>> invoice.
>> > > > >>>>
>> > > > >>>> Kindly indicate the best documentation that may help in setting
>> > the
>> > > > >>>> above.
>> > > > >>>>
>> > > > >>>> regds
>> > > > >>>> mallah.
>> > > > >>>>
>> > > > >>>>
>> > > > >>>>
>> > > > >
>> > > >
>> > >
>> >
>>
>
>

Rajesh Mallah

Re: setting up TAX in ofbiz

In reply to this post by Rishi Solanki

Hi Rishi ,

I am doing almost all functions using the UI only
Is it possible to export selected entities created
using Web-UI to xml ?

I am going to create a new product now and see how it
does.

regds
mallah.

On Wed, Aug 30, 2017 at 9:14 PM, Rishi Solanki <[hidden email]>
wrote:

> Rajesh,
>
> IMO, what Deepak is suggesting seems correct, please try with different
> product or share the xml data setup you did for the product you are trying
> to add tax.
>
> May some extra setup/price override the behavior or incorrect setup for
> tax. Data will help us to diagnose and reply.
>
>
>
> Rishi Solanki
> Sr Manager, Enterprise Software Development
> HotWax Systems Pvt. Ltd.
> Direct: +91-9893287847
> http://www.hotwaxsystems.com
> www.hotwax.co
>
> On Wed, Aug 30, 2017 at 8:26 PM, Rajesh Mallah <[hidden email]>
> wrote:
>
> > >
> > > Hi Rajesh,
> > >
> > > I think you try with a different product also. It is possible that
> > > ProductPrice data is not correct/sufficient for the selected product
> and
> > > system is not picking the correct price.
> >
> >
> > Hi Deepak ,
> >
> > I saw a currency related issue. I added a price with USD currency the
> price
> > was being picked correctly and so were the taxes being calculated.
> >
> > regds
> > mallah.
> >
> >
> >
> >
> >
> >
> > On Wed, Aug 30, 2017 at 6:10 PM, Deepak Nigam <
> > [hidden email]> wrote:
> >
> > > Hi Rajesh,
> > >
> > > I think you try with a different product also. It is possible that
> > > ProductPrice data is not correct/sufficient for the selected product
> and
> > > system is not picking the correct price.
> > >
> > > Thanks & Regards
> > > --
> > > Deepak Nigam
> > > Technical Consultant/Team Lead
> > > HotWax Systems
> > > www.hotwaxsystems.com
> > >
> > > On Wed, Aug 30, 2017 at 4:46 PM, Rajesh Mallah <
> [hidden email]>
> > > wrote:
> > >
> > > > Some more progress:
> > > >
> > > > I was able to apply taxes to demo products using new tax
> > > > authority . The incremental steps i did were:
> > > >
> > > > (1) setup "Categories" , "Association" , "Product Rates" for the new
> > > > tax authority in Accounting --> Tax Auth .
> > > >
> > > > Rite now the problem is when i add "Items" in invoice using product
> id
> > > > the added items do not pick the correct price. As a result (i feel)
> > "Add
> > > > taxes" is
> > > > also calculating taxes on 0 .(=0)
> > > >
> > > >
> > > > regds
> > > > mallah.
> > > >
> > > >
> > > >
> > > >
> > > >
> > > >
> > > >
> > > >
> > > >
> > > >
> > > >
> > > > On Wed, Aug 30, 2017 at 2:34 PM, Deepak Nigam <
> > > > [hidden email]> wrote:
> > > >
> > > > > Hi Rajesh,
> > > > >
> > > > > Most of the mentioned requirements can be fulfilled by setting up
> > data
> > > in
> > > > > entities like TaxAuthorityCategory and TaxAuthorityRateProduct, as
> > the
> > > > > OFBiz tax engine internally uses data from these entities to
> perform
> > > tax
> > > > > calculations.
> > > > >
> > > > > Please refer to the following set of demo data. It can help you.
> > > > >
> > > > > <Party partyId="IGST" partyTypeId="PARTY_GROUP"/>
> > > > > <PartyGroup partyId="IGST" groupName="Integrated Goods and Services
> > > > Tax"/>
> > > > > <PartyRole partyId="IGST" roleTypeId="TAX_AUTHORITY"/>
> > > > >
> > > > > <TaxAuthority taxAuthGeoId="_NA_" taxAuthPartyId="IGST"
> > > > > taxIdFormatPattern="\d{2}[A-Z]{5}\d{4}[A-Z]\d[A-z]\d"/>
> > > > >
> > > > > <ProductCategory productCategoryId="TAX_SLAB_1"
> > > > > productCategoryTypeId="TAX_CATEGORY" description="5.00 %"
> > > > > categoryName="5.00 %"/><TaxAuthorityCategory taxAuthGeoId="_NA_"
> > > > > taxAuthPartyId="IGST" productCategoryId="TAX_SLAB_1"/>
> > > > >
> > > > > <ProductCategory productCategoryId="TAX_SLAB_2"
> > > > > productCategoryTypeId="TAX_CATEGORY" description="10.00 %"
> > > > > categoryName="10.00 %"/><TaxAuthorityCategory taxAuthGeoId="_NA_"
> > > > > taxAuthPartyId="IGST" productCategoryId="TAX_SLAB_2"/>
> > > > >
> > > > > <Product productId="ACE_PARA_TAB" primaryProductCategoryId="
> > ANALGESIC"
> > > > > productTypeId="FINISHED_GOOD" productName="Aceclofenac Tab"
> > > > > internalName="Aceclofenac + Paracetamol (100 mg + 325mg) Tab"
> > > > > weightUomId="WT_kg" productWeight="0.01" description="Aceclofenac +
> > > > > Paracetamol (100 mg + 325mg) Tab" isVirtual="N" isVariant="N"
> > > > > billOfMaterialLevel="0" quantityIncluded="10"
> > > > > introductionDate="2001-01-01 12:00:00.000"/>
> > > > > <ProductCategoryMember productCategoryId="TAX_SLAB_1"
> > > > > productId="ACE_PARA_TAB" fromDate="2001-01-01 12:00:00.000"/>
> > > > >
> > > > > <Product productId="ACE_PARA_TAB2"
> > > > > primaryProductCategoryId="ANALGESIC" productTypeId="FINISHED_GOOD"
> > > > > productName="Aceclofenac Tab 2" internalName="Aceclofenac +
> > > > > Paracetamol (100 mg + 325mg) Tab 2" weightUomId="WT_kg"
> > > > > productWeight="0.01" description="Aceclofenac + Paracetamol (100
> mg +
> > > > > 325mg) Tab 2" isVirtual="N" isVariant="N" billOfMaterialLevel="0"
> > > > > quantityIncluded="10" introductionDate="2001-01-01 12:00:00.000"/>
> > > > > <ProductCategoryMember productCategoryId="TAX_SLAB_2"
> > > > > productId="ACE_PARA_TAB2" fromDate="2001-01-01 12:00:00.000"/>
> > > > >
> > > > > <TaxAuthorityRateProduct taxAuthorityRateSeqId="9001"
> > > > fromDate="2017-06-01
> > > > > 00:00:00.000" productCategoryId="TAX_SLAB_1" taxAuthGeoId="_NA_"
> > > > > taxAuthPartyId="IGST" taxAuthorityRateTypeId="IGST"
> > > taxPercentage="5.00"
> > > > > taxPromotions="N" taxShipping="N" description="IGST - Integrated
> > Goods
> > > > and
> > > > > Services Tax"/>
> > > > > <TaxAuthorityRateProduct taxAuthorityRateSeqId="9002"
> > > > fromDate="2017-06-01
> > > > > 00:00:00.000" productCategoryId="TAX_SLAB_2" taxAuthGeoId="_NA_"
> > > > > taxAuthPartyId="IGST" taxAuthorityRateTypeId="IGST"
> > > taxPercentage="10.00"
> > > > > taxPromotions="N" taxShipping="N" description="IGST - Integrated
> > Goods
> > > > and
> > > > > Services Tax"/>
> > > > >
> > > > >
> > > > > Please revert in case of any doubt.
> > > > >
> > > > > HTH!
> > > > >
> > > > >
> > > > > Thanks & Regards
> > > > > --
> > > > > Deepak Nigam
> > > > > Technical Consultant/Team Lead
> > > > > HotWax Systems
> > > > > www.hotwaxsystems.com
> > > > >
> > > > > On Wed, Aug 30, 2017 at 2:02 PM, Rajesh Mallah <
> > > [hidden email]>
> > > > > wrote:
> > > > >
> > > > > > Thanks , Paul's reply did help , and I saw taxes getting
> > > > > > automatically added after the product was included in
> > > > > > a extra category of type *Tax* . I named to the category
> > > > > > as "Taxable Products" for time being (as suggested).
> > > > > >
> > > > > > regds
> > > > > > mallah.
> > > > > >
> > > > > >
> > > > > > On Wed, Aug 30, 2017 at 1:56 PM, Jacques Le Roux <
> > > > > > [hidden email]> wrote:
> > > > > >
> > > > > > > You are doing very well comparing to some others ;)
> > > > > > >
> > > > > > > Jacques
> > > > > > >
> > > > > > >
> > > > > > >
> > > > > > > Le 30/08/2017 à 09:36, Rajesh Mallah a écrit :
> > > > > > >
> > > > > > >> thanks.
> > > > > > >>
> > > > > > >> I hope i finally reach the mundane state soon.
> > > > > > >>
> > > > > > >> regds
> > > > > > >> mallah.
> > > > > > >>
> > > > > > >> On Wed, Aug 30, 2017 at 1:03 PM, Jacques Le Roux <
> > > > > > >> [hidden email]> wrote:
> > > > > > >>
> > > > > > >> This http://markmail.org/message/esl5ou2zo4x2lt3l :D
> > > > > > >>>
> > > > > > >>> You should do more research in the ML archives ;)
> > > > > > >>>
> > > > > > >>> Jacques
> > > > > > >>>
> > > > > > >>>
> > > > > > >>>
> > > > > > >>> Le 30/08/2017 à 08:22, Rajesh Mallah a écrit :
> > > > > > >>>
> > > > > > >>> Hi ,
> > > > > > >>>>
> > > > > > >>>> Can someone point me to a useful documentation on setting up
> > > > > taxation.
> > > > > > >>>>
> > > > > > >>>> Expectations :
> > > > > > >>>>
> > > > > > >>>> (1) tax % should be allowed to be specified at a product /
> > > product
> > > > > > >>>> category level and indicate the tax authority
> > > > > > >>>>
> > > > > > >>>> (2) There can be multiple kind of taxes having various
> rates .
> > > > > > >>>>
> > > > > > >>>> (3) When we order the product from eCommerce storefront then
> > the
> > > > > > >>>> end user is shown the total price including the tax.
> > > > > > >>>>
> > > > > > >>>>
> > > > > > >>>> (4) when we create an invoice for an internally created
> order
> > > > > > >>>> (non-eCommerce)
> > > > > > >>>> the tax amount should automatically get added to
> > > invoice.
> > > > > > >>>>
> > > > > > >>>> Kindly indicate the best documentation that may help in
> > setting
> > > > the
> > > > > > >>>> above.
> > > > > > >>>>
> > > > > > >>>> regds
> > > > > > >>>> mallah.
> > > > > > >>>>
> > > > > > >>>>
> > > > > > >>>>
> > > > > > >
> > > > > >
> > > > >
> > > >
> > >
> >
>

Rajesh Mallah

Re: setting up TAX in ofbiz

In reply to this post by Rishi Solanki

Hi Rishi / List ,

I did create a new product in same category and set its price
and average price in INR . I took care to select the currency as
INR . (everything using the UI only)

still the price is picked a 0 which i try to add the new product as
an invoice item.

regds
mallah.

On Wed, Aug 30, 2017 at 9:14 PM, Rishi Solanki <[hidden email]>
wrote:

Jacques Le Roux

Re: setting up TAX in ofbiz

Administrator

In reply to this post by Rajesh Mallah

Yes, look in webtools for export

Jacques

Le 30/08/2017 à 18:02, Rajesh Mallah a écrit :

> Hi Rishi ,
>
> I am doing almost all functions using the UI only
> Is it possible to export selected entities created
> using Web-UI to xml ?
>
> I am going to create a new product now and see how it
> does.
>
>
> regds
> mallah.
>
>
>
>
> On Wed, Aug 30, 2017 at 9:14 PM, Rishi Solanki <[hidden email]>
> wrote:
>
>> Rajesh,
>>
>> IMO, what Deepak is suggesting seems correct, please try with different
>> product or share the xml data setup you did for the product you are trying
>> to add tax.
>>
>> May some extra setup/price override the behavior or incorrect setup for
>> tax. Data will help us to diagnose and reply.
>>
>>
>>
>> Rishi Solanki
>> Sr Manager, Enterprise Software Development
>> HotWax Systems Pvt. Ltd.
>> Direct: +91-9893287847
>> http://www.hotwaxsystems.com
>> www.hotwax.co
>>
>> On Wed, Aug 30, 2017 at 8:26 PM, Rajesh Mallah <[hidden email]>
>> wrote:
>>
>>>> Hi Rajesh,
>>>>
>>>> I think you try with a different product also. It is possible that
>>>> ProductPrice data is not correct/sufficient for the selected product
>> and
>>>> system is not picking the correct price.
>>>
>>> Hi Deepak ,
>>>
>>> I saw a currency related issue. I added a price with USD currency the
>> price
>>> was being picked correctly and so were the taxes being calculated.
>>>
>>> regds
>>> mallah.
>>>
>>>
>>>
>>>
>>>
>>>
>>> On Wed, Aug 30, 2017 at 6:10 PM, Deepak Nigam <
>>> [hidden email]> wrote:
>>>
>>>> Hi Rajesh,
>>>>
>>>> I think you try with a different product also. It is possible that
>>>> ProductPrice data is not correct/sufficient for the selected product
>> and
>>>> system is not picking the correct price.
>>>>
>>>> Thanks & Regards
>>>> --
>>>> Deepak Nigam
>>>> Technical Consultant/Team Lead
>>>> HotWax Systems
>>>> www.hotwaxsystems.com
>>>>
>>>> On Wed, Aug 30, 2017 at 4:46 PM, Rajesh Mallah <
>> [hidden email]>
>>>> wrote:
>>>>
>>>>> Some more progress:
>>>>>
>>>>> I was able to apply taxes to demo products using new tax
>>>>> authority . The incremental steps i did were:
>>>>>
>>>>> (1) setup "Categories" , "Association" , "Product Rates" for the new
>>>>> tax authority in Accounting --> Tax Auth .
>>>>>
>>>>> Rite now the problem is when i add "Items" in invoice using product
>> id
>>>>> the added items do not pick the correct price. As a result (i feel)
>>> "Add
>>>>> taxes" is
>>>>> also calculating taxes on 0 .(=0)
>>>>>
>>>>>
>>>>> regds
>>>>> mallah.
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>> On Wed, Aug 30, 2017 at 2:34 PM, Deepak Nigam <
>>>>> [hidden email]> wrote:
>>>>>
>>>>>> Hi Rajesh,
>>>>>>
>>>>>> Most of the mentioned requirements can be fulfilled by setting up
>>> data
>>>> in
>>>>>> entities like TaxAuthorityCategory and TaxAuthorityRateProduct, as
>>> the
>>>>>> OFBiz tax engine internally uses data from these entities to
>> perform
>>>> tax
>>>>>> calculations.
>>>>>>
>>>>>> Please refer to the following set of demo data. It can help you.
>>>>>>
>>>>>> <Party partyId="IGST" partyTypeId="PARTY_GROUP"/>
>>>>>> <PartyGroup partyId="IGST" groupName="Integrated Goods and Services
>>>>> Tax"/>
>>>>>> <PartyRole partyId="IGST" roleTypeId="TAX_AUTHORITY"/>
>>>>>>
>>>>>> <TaxAuthority taxAuthGeoId="_NA_" taxAuthPartyId="IGST"
>>>>>> taxIdFormatPattern="\d{2}[A-Z]{5}\d{4}[A-Z]\d[A-z]\d"/>
>>>>>>
>>>>>> <ProductCategory productCategoryId="TAX_SLAB_1"
>>>>>> productCategoryTypeId="TAX_CATEGORY" description="5.00 %"
>>>>>> categoryName="5.00 %"/><TaxAuthorityCategory taxAuthGeoId="_NA_"
>>>>>> taxAuthPartyId="IGST" productCategoryId="TAX_SLAB_1"/>
>>>>>>
>>>>>> <ProductCategory productCategoryId="TAX_SLAB_2"
>>>>>> productCategoryTypeId="TAX_CATEGORY" description="10.00 %"
>>>>>> categoryName="10.00 %"/><TaxAuthorityCategory taxAuthGeoId="_NA_"
>>>>>> taxAuthPartyId="IGST" productCategoryId="TAX_SLAB_2"/>
>>>>>>
>>>>>> <Product productId="ACE_PARA_TAB" primaryProductCategoryId="
>>> ANALGESIC"
>>>>>> productTypeId="FINISHED_GOOD" productName="Aceclofenac Tab"
>>>>>> internalName="Aceclofenac + Paracetamol (100 mg + 325mg) Tab"
>>>>>> weightUomId="WT_kg" productWeight="0.01" description="Aceclofenac +
>>>>>> Paracetamol (100 mg + 325mg) Tab" isVirtual="N" isVariant="N"
>>>>>> billOfMaterialLevel="0" quantityIncluded="10"
>>>>>> introductionDate="2001-01-01 12:00:00.000"/>
>>>>>> <ProductCategoryMember productCategoryId="TAX_SLAB_1"
>>>>>> productId="ACE_PARA_TAB" fromDate="2001-01-01 12:00:00.000"/>
>>>>>>
>>>>>> <Product productId="ACE_PARA_TAB2"
>>>>>> primaryProductCategoryId="ANALGESIC" productTypeId="FINISHED_GOOD"
>>>>>> productName="Aceclofenac Tab 2" internalName="Aceclofenac +
>>>>>> Paracetamol (100 mg + 325mg) Tab 2" weightUomId="WT_kg"
>>>>>> productWeight="0.01" description="Aceclofenac + Paracetamol (100
>> mg +
>>>>>> 325mg) Tab 2" isVirtual="N" isVariant="N" billOfMaterialLevel="0"
>>>>>> quantityIncluded="10" introductionDate="2001-01-01 12:00:00.000"/>
>>>>>> <ProductCategoryMember productCategoryId="TAX_SLAB_2"
>>>>>> productId="ACE_PARA_TAB2" fromDate="2001-01-01 12:00:00.000"/>
>>>>>>
>>>>>> <TaxAuthorityRateProduct taxAuthorityRateSeqId="9001"
>>>>> fromDate="2017-06-01
>>>>>> 00:00:00.000" productCategoryId="TAX_SLAB_1" taxAuthGeoId="_NA_"
>>>>>> taxAuthPartyId="IGST" taxAuthorityRateTypeId="IGST"
>>>> taxPercentage="5.00"
>>>>>> taxPromotions="N" taxShipping="N" description="IGST - Integrated
>>> Goods
>>>>> and
>>>>>> Services Tax"/>
>>>>>> <TaxAuthorityRateProduct taxAuthorityRateSeqId="9002"
>>>>> fromDate="2017-06-01
>>>>>> 00:00:00.000" productCategoryId="TAX_SLAB_2" taxAuthGeoId="_NA_"
>>>>>> taxAuthPartyId="IGST" taxAuthorityRateTypeId="IGST"
>>>> taxPercentage="10.00"
>>>>>> taxPromotions="N" taxShipping="N" description="IGST - Integrated
>>> Goods
>>>>> and
>>>>>> Services Tax"/>
>>>>>>
>>>>>>
>>>>>> Please revert in case of any doubt.
>>>>>>
>>>>>> HTH!
>>>>>>
>>>>>>
>>>>>> Thanks & Regards
>>>>>> --
>>>>>> Deepak Nigam
>>>>>> Technical Consultant/Team Lead
>>>>>> HotWax Systems
>>>>>> www.hotwaxsystems.com
>>>>>>
>>>>>> On Wed, Aug 30, 2017 at 2:02 PM, Rajesh Mallah <
>>>> [hidden email]>
>>>>>> wrote:
>>>>>>
>>>>>>> Thanks , Paul's reply did help , and I saw taxes getting
>>>>>>> automatically added after the product was included in
>>>>>>> a extra category of type *Tax* . I named to the category
>>>>>>> as "Taxable Products" for time being (as suggested).
>>>>>>>
>>>>>>> regds
>>>>>>> mallah.
>>>>>>>
>>>>>>>
>>>>>>> On Wed, Aug 30, 2017 at 1:56 PM, Jacques Le Roux <
>>>>>>> [hidden email]> wrote:
>>>>>>>
>>>>>>>> You are doing very well comparing to some others ;)
>>>>>>>>
>>>>>>>> Jacques
>>>>>>>>
>>>>>>>>
>>>>>>>>
>>>>>>>> Le 30/08/2017 à 09:36, Rajesh Mallah a écrit :
>>>>>>>>
>>>>>>>>> thanks.
>>>>>>>>>
>>>>>>>>> I hope i finally reach the mundane state soon.
>>>>>>>>>
>>>>>>>>> regds
>>>>>>>>> mallah.
>>>>>>>>>
>>>>>>>>> On Wed, Aug 30, 2017 at 1:03 PM, Jacques Le Roux <
>>>>>>>>> [hidden email]> wrote:
>>>>>>>>>
>>>>>>>>> This http://markmail.org/message/esl5ou2zo4x2lt3l :D
>>>>>>>>>> You should do more research in the ML archives ;)
>>>>>>>>>>
>>>>>>>>>> Jacques
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> Le 30/08/2017 à 08:22, Rajesh Mallah a écrit :
>>>>>>>>>>
>>>>>>>>>> Hi ,
>>>>>>>>>>> Can someone point me to a useful documentation on setting up
>>>>>> taxation.
>>>>>>>>>>> Expectations :
>>>>>>>>>>>
>>>>>>>>>>> (1) tax % should be allowed to be specified at a product /
>>>> product
>>>>>>>>>>> category level and indicate the tax authority
>>>>>>>>>>>
>>>>>>>>>>> (2) There can be multiple kind of taxes having various
>> rates .
>>>>>>>>>>> (3) When we order the product from eCommerce storefront then
>>> the
>>>>>>>>>>> end user is shown the total price including the tax.
>>>>>>>>>>>
>>>>>>>>>>>
>>>>>>>>>>> (4) when we create an invoice for an internally created
>> order
>>>>>>>>>>> (non-eCommerce)
>>>>>>>>>>> the tax amount should automatically get added to
>>>> invoice.
>>>>>>>>>>> Kindly indicate the best documentation that may help in
>>> setting
>>>>> the
>>>>>>>>>>> above.
>>>>>>>>>>>
>>>>>>>>>>> regds
>>>>>>>>>>> mallah.
>>>>>>>>>>>
>>>>>>>>>>>
>>>>>>>>>>>

Rajesh Mallah

Re: setting up TAX in ofbiz

In reply to this post by Deepak Nigam

Hi Deepak ,

as specifically asked the, ProductPrice dump is below grepped
for the said productID

<ProductPrice productId="10000" productPriceTypeId="DEFAULT_PRICE"
productPricePurposeId="PURCHASE" currencyUomId="INR"
productStoreGroupId="_NA_" fromDate="2017-08-30 20:19:36.0"
thruDate="2017-12-31 00:00:00.0" price="15000.000" taxInPrice="Y"
createdDate="2017-08-30 20:20:59.364" createdByUserLogin="admin"
lastModifiedDate="2017-08-30 20:20:59.364" lastModifiedByUserLogin="admin"
lastUpdatedStamp="2017-08-30 20:20:59.364" lastUpdatedTxStamp="2017-08-30
20:20:59.33" createdStamp="2017-08-30 20:20:59.364"
createdTxStamp="2017-08-30 20:20:59.33"/>
<ProductPrice productId="10000" productPriceTypeId="DEFAULT_PRICE"
productPricePurposeId="PURCHASE" currencyUomId="USD"
productStoreGroupId="_NA_" fromDate="2017-08-30 21:54:23.0"
price="10000.000" taxInPrice="Y" createdDate="2017-08-30 21:54:45.151"
createdByUserLogin="admin" lastModifiedDate="2017-08-30 21:54:45.151"
lastModifiedByUserLogin="admin" lastUpdatedStamp="2017-08-30 21:54:45.151"
lastUpdatedTxStamp="2017-08-30 21:54:45.102" createdStamp="2017-08-30
21:54:45.151" createdTxStamp="2017-08-30 21:54:45.102"/>

Please note that the pricing for entity2 is being picked up when we attempt
to
add the item (productID=10000) to invoice.

Pls suggest which other entity dump shall be useful for debugging the
situation.

regds
mallah.

On Wed, Aug 30, 2017 at 6:10 PM, Deepak Nigam <
[hidden email]> wrote: