Re: Tax exemptions / price including tax

[Sharan Foga]

(Sending this message again as my first message didn't get through!)

Hi Frank

Thanks very much for providing all these details. VAT and Sales Tax setup in 
OFBiz can sometimes  seem to be a little temperamental :-)

I’ll try duplicating a simple version of your setup on a clean OFBiz install 
and let you know what happens.

Thanks
Sharan

On 2018/07/24 08:38:48, Frank Herrman  wrote: 
> Hello there,
> 
> Currently I am trying to find a way to implement tax exemptions. I have found 
> multiple discussions about this issue which is common in Europe. We want to 
> sell from The Netherlands to Belgium. When we sell to other businesses there 
> we do not have to charge the VAT (21%). This post brought me close:
> 
> http://ofbiz.135035.n4.nabble.com/German-store-with-vat-selling-to-europe-and-other-countries-without-Vat-tp4642750p4642752.html
>  (especially the part after ‘secondly’), but it is still not working. While 
> typing this e-mail I reproduced all my steps and even got a bit further ahead.
> 
> The things I did so far:
> 
> 
>   *   I created two parties, the Dutch and Belgium tax authorities. I went to 
> accounting->tax authorities to make them tax authorities within Ofbiz for the 
> two beforementioned countries. I have set ‘require tax id for exemption’ to 
> ‘N’ for testing purposes (want to make sure this is not the issue).
>   *   In the product rates tab for the Dutch authority 
> (/accounting/control/EditTaxAuthorityRateProducts?taxAuthPartyId=BELASTINGDIENST&taxAuthGeoId=NED)
>  I have added Value Added Taxes of 21% for each of my stores.
>   *   In the Parties tab (still of the Dutch tax authority) I connected the 
> Belgium Party with ‘Is exempt’ set to ‘Y’.
> 
> Still no luck, it keeps charging 21% VAT when I create an order within Ofbiz.
> 
> Then I tried to connect the party to the Belgium tax authority and set ‘is 
> exempt’ to ‘y’ as well. Now when I placed an order I got a really nice 
> overview:
> Adjustment: Sales Tax  Jurisdiction: Belgium [BEL] Rate: 21% Customer Tax ID: 
> FODFINANCIEN Exempt Amount: 4.2
> 
> The grand total was still the original amount including VAT (20 euro’s in 
> this case). It should have charged 16,53 euro while the exempt is 3,47 euro. 
> So it seems to ignore the fact that the price includes VAT already. That 
> seems to be the bigger issue.
> 
> So some things I don’t get:
> 
>   *   How come that it does something different when I connect the party to 
> the Belgium tax authority (exempt=y) then to the Dutch authority (exempt=y)?
>   *   In the product pricing I can set the tax authority, tax rate and if 
> prices include VAT (set to Y of course). Do I need to set that if I set the 
> VAT percentage in the Tax Authority? I tried adding and removing it, didn’t 
> make any difference.
>   *   How can I make sure prices are including taxes? I checked the store 
> settings, but couldn’t find anything usefull there. The stores are connected 
> to the Dutch tax authority. ‘Show prices with VAT tax included’ is set to ‘N’ 
> but does not make any difference (seems to influence webshop only, but I’m 
> not using Ofbiz for that). The only thing I’m not sure about is ‘Prorate 
> Taxes’, I don’t know what it means since English is not my native language. 
> Changing it did not make any difference though.
>   *   The difference between sales taxes and VAT within Ofbiz. Somehow it is 
> now showing my VAT tax rules as ‘sales tax’ where it was VAT before. I like 
> sales tax better since it is also showing in the grand total (as it should), 
> but still I’m not sure why it switched from VAT to Salex tax when I was 
> messing around with the tax authorities.
> 
> Thank you for reading this far and hopefully someone can shed some light on 
> the pricing/VAT system. It seems really powerfull, but I’m a bit lost.
> 
> Best regards,
> 
> Frank
> 
> 

Re: Shippable Weight - r1720900 - OFBIZ-6777

[Jacques Le Roux]

Hi Jacopo, Suraj, Ashish  and Paul,

Because there is no answer, I suppose it's a Vika's oversight? Else (even w/o 
answers) I'll digg it...

Thanks

Jacques

Le 09/03/2018 à 01:56, Vikas Mayur a écrit :

Is there anyone who could please confirm if this is bug and a ticket need
to be opened? Sorry for any oversight on my side.

Regards
Vikas

On Tue, Mar 6, 2018 at 8:11 PM, Vikas Mayur  wrote:


Hi,

I see this commit was done to fix the inconsistencies with the weight
column on the product. The product_weight is now used instead so if I am
not wrong migrating to OFBiz 16 from OFBiz 12 would require me to copy the
weight column to product_weight column and everything should magically
happen. Of-course I need to change the custom code to adapt to this change.

When I looked closer, the service 'recalcShippingTotal' make use of the
column shipping_weight (OrderReadHelper.getItemWeight()) instead.

So, my question is why would we use product_weight on order entry and
shipping_weight when an item is canceled to recalculate the order total?

Secondly, if product_weight is used in first place, what is the
significance of shipping_weight and which one should be used to calculate
the shipping options (shipping methods and shipping cost) in general?

Please let me know if I misunderstood the change.

Thanks in advance.

Regards
Vikas

Re: Tax exemptions / price including tax

[Sharan Foga]

Hi Frank

There are a few things to cover here so I’ll answer what I can.

* Including VAT in Product Prices *

In general for Sales Orders - the tax setup and flow for OFBiz is mainly based 
on the US system where the product pricing does not include sales tax (or VAT). 
The Sales Tax (or VAT) is calculated once you have selected where the order 
will be shipped to. OFBiz uses the shipping address to define which Tax 
Authority to use to calculate the tax.

That being said there are some ways around it.

1.  You can setup your product pricing to exclude VAT. This means that it will 
be added back into the Sales Order when it is created. 

2. You can setup your product price inclusive of VAT then add the tax authority 
at the product pricing level (so in the Price tab for the actual Product). Add 
the Tax Authority, and set the include tax in the price. Don’t include a rate 
at this level because (OFBiz will ignore it!). The tax rate is taken from the 
main Tax Authority setup.

What this will do – is that it will assume that the tax is already included in 
the product price so at Sales Order entry it will separate it out. So if you 
set the product price at 100 Euros and have created the Dutch Tax Authority 
using 21%  then at Sales Order Review you should get an adjustment line showing 
the 17.36 Euros VAT. (Which is 21% VAT on 82.64, and 82.64+17.36 = 100)

What I found was missing was that it doesn’t add the VAT adjustment into the 
VAT Total as part of the Sales Oorder summary. The adjustment message actually 
says VAT not added to totals! (So that is a potential fix that needs to be 
done).

3. We can look for someone to volunteer to do some more analysis on why the 
include tax in price flag on the Tax Authorities are not working.

If you need to get up and running quickly then options 1 and 2 should help.

* Tax Exemptions *

This is interesting because OFBiz has some functionaliy that calculates tax 
exempt amounts based on the flags set for the customer in the Tax Authority 
Parties tab.  For Purchase Order it calculates and displays the exempt tax 
amounts– but for Sales Order it seems to be a bit different.

So what is happening with your setup is that you have created a Dutch Tax 
Authority and a Belgian Tax Authority, so when you create a Sales Order, OFBiz 
is looking at the delivery address and then using the Tax Authority linked to 
the delivery location to calculate the taxes. (I think Belgium has 21% VAT 
too!).  This means that if you have a Belgium customer, OFBiz ignores the Dutch 
Tax Authority and is using the Belgian one on your order. 

The quickest way to stop VAT being calculated on the Belgian customer order is 
to remove the Product Rate from the Belgian Tax Authority and setup the Product 
Pricing to not include VAT.
OFBiz will then simply use the Product Price and if it is already exclusive of 
VAT, it will be fine. (If it is inclusive of VAT then you will have to do a 
customisation  to adjust it).

I've included some responses to your questions below:

On 2018/07/24 08:38:48, Frank Herrman  wrote: 
> Hello there,
> 
> Currently I am trying to find a way to implement tax exemptions. I have found 
> multiple discussions about this issue which is common in Europe. We want to 
> sell from The Netherlands to Belgium. When we sell to other businesses there 
> we do not have to charge the VAT (21%). This post brought me close:
> 
> http://ofbiz.135035.n4.nabble.com/German-store-with-vat-selling-to-europe-and-other-countries-without-Vat-tp4642750p4642752.html
>  (especially the part after ‘secondly’), but it is still not working. While 
> typing this e-mail I reproduced all my steps and even got a bit further ahead.
> 
> The things I did so far:
> 
> 
>   *   I created two parties, the Dutch and Belgium tax authorities. I went to 
> accounting->tax authorities to make them tax authorities within Ofbiz for the 
> two beforementioned countries. I have set ‘require tax id for exemption’ to 
> ‘N’ for testing purposes (want to make sure this is not the issue).
>   *   In the product rates tab for the Dutch authority 
> (/accounting/control/EditTaxAuthorityRateProducts?taxAuthPartyId=BELASTINGDIENST&taxAuthGeoId=NED)
>  I have added Value Added Taxes of 21% for each of my stores.
>   *   In the Parties tab (still of the Dutch tax authority) I connected the 
> Belgium Party with ‘Is exempt’ set to ‘Y’.
> 
> Still no luck, it keeps charging 21% VAT when I create an order within Ofbiz.
> 
> Then I tried to connect the party to the Belgium tax authority and set ‘is 
> exempt’ to ‘y’ as well. Now when I placed an order I got a really nice 
> overview:
> Adjustment: Sales Tax  Jurisdiction: Belgium [BEL] Rate: 21% Customer Tax ID: 
> FODFINANCIEN Exempt Amount: 4.2
> 
> The grand total was still the original amount including VAT (20 euro’s in 
> this case). It should have charged 16,53 euro while the exempt is 3,47 euro. 
> So it seems to ignore the fact that the price includes VAT already. 

Error log

[Tom Luo]

Hi, All,

Does Ofbiz provide a error log? My Ofbiz can run for several hours and then
stop running.
I don't know why. I am running Ofbiz in the background, so I cannot see the
error log in the running screen.


Thanks,

Tom




On Thu, Jul 26, 2018 at 11:32 PM, Tom Luo  wrote:

> Hi, All,
>
> I feel Ofbiz CRM is quite simple. Does Ofbiz have plugin to enhance the
> CRM features?
> For example, sugarCRM has a lot features. Could Ofbiz come close to
> sugarCRM in terms of CRM features?
>
>
> Thanks,
>
> Tom
>
>
>
> On Thu, Jul 26, 2018 at 11:31 PM, Tom Luo  wrote:
>
>> Hi, All,
>>
>> I feel Ofbiz CRM is quite simple. Does Ofbiz have plugin to enhance the
>> CMS features?
>> For example, sugarCRM has a lot features. Could Ofbiz come close to
>> sugarCRM in terms of CRM features?
>>
>>
>> Thanks,
>>
>> Tom
>>
>>
>

Re: Error log

[Oleg Andreyev]

Hi Tom,

The logs can be found in runtime/logs.

On Fri, Jul 27, 2018 at 11:16 PM Tom Luo  wrote:

> Hi, All,
>
> Does Ofbiz provide a error log? My Ofbiz can run for several hours and then
> stop running.
> I don't know why. I am running Ofbiz in the background, so I cannot see the
> error log in the running screen.
>
>
> Thanks,
>
> Tom
>
>
>
>
> On Thu, Jul 26, 2018 at 11:32 PM, Tom Luo  wrote:
>
> > Hi, All,
> >
> > I feel Ofbiz CRM is quite simple. Does Ofbiz have plugin to enhance the
> > CRM features?
> > For example, sugarCRM has a lot features. Could Ofbiz come close to
> > sugarCRM in terms of CRM features?
> >
> >
> > Thanks,
> >
> > Tom
> >
> >
> >
> > On Thu, Jul 26, 2018 at 11:31 PM, Tom Luo  wrote:
> >
> >> Hi, All,
> >>
> >> I feel Ofbiz CRM is quite simple. Does Ofbiz have plugin to enhance the
> >> CMS features?
> >> For example, sugarCRM has a lot features. Could Ofbiz come close to
> >> sugarCRM in terms of CRM features?
> >>
> >>
> >> Thanks,
> >>
> >> Tom
> >>
> >>
> >
>


-- 
Best regards,

Oleg Andreyev
Freelance Developer
at Upwork