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Customer Maintenance: Tax Reference field
12-27-2017, 08:16 AM, (This post was last modified: 12-27-2017, 08:30 AM by VortecCPI.)
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RE: Customer Maintenance: Tax Reference field
(12-27-2017, 08:12 AM)HDeriauFF Wrote:
(12-27-2017, 07:57 AM)VortecCPI Wrote: You are very welcome my USA friend. I am happy to help in any way I can even though I am a webERP novice.

I am currently implementing webERP for a Go-Live so I may have run into some of the same questions you have so keep on asking...

I am testing it for a US distributor of French Food.
WebERP is so far the only only that meet our expectations in terms of multi-currency, UOM, kits as the business is quite particular: we buy fin Euros from manufacturers and sell BOTH wholesale AND retail to businesses tax free and individuals sometimes with tax: fun!
We need to deal with purchases in cases and sales in cases and sometimes less than a case.
I'm still a bit confused with these tax groups and authorities as I get error messages in my invoices that it's not correctly set for the branch...

And I seem to have an affinity for features that are not implemented yet but already present in the system... but don't work yet lol

There is so much to discover...

Thank you for your help it's greatly appreciated!

Yes... Taxes! It was very difficult at first for me to grasp but after very careful reading of the manual and some experimentation and verification I got it figured out.

Since I set mine up for USA State Tax would that be helpful to share with you? Below is SQL DUMP of how I set it up for USA and two states:

INSERT INTO `taxauthorities` (`taxid`, `description`, `taxglcode`, `purchtaxglaccount`, `bank`, `bankacctype`, `bankacc`, `bankswift`) VALUES
(1, 'USA State Sales Tax', '2320', '2330', '', '', '', '');

INSERT INTO `taxauthrates` (`taxauthority`, `dispatchtaxprovince`, `taxcatid`, `taxrate`) VALUES
(1, 1, 1, 0.07),
(1, 1, 2, 0),
(1, 1, 4, 0),
(1, 1, 5, 0),
(1, 2, 1, 0.0725),
(1, 2, 2, 0),
(1, 2, 4, 0),
(1, 2, 5, 0);

INSERT INTO `taxcategories` (`taxcatid`, `taxcatname`) VALUES
(1, 'Taxable Supply'),
(2, 'Luxury Items'),
(4, 'Exempt'),
(5, 'Freight');

INSERT INTO `taxgroups` (`taxgroupid`, `taxgroupdescription`) VALUES
(1, 'USA Sales Tax'),
(2, 'USA Exempt');

INSERT INTO `taxgrouptaxes` (`taxgroupid`, `taxauthid`, `calculationorder`, `taxontax`) VALUES
(1, 1, 1, 0);

INSERT INTO `taxprovinces` (`taxprovinceid`, `taxprovincename`) VALUES
(1, 'USA State Sales Tax (FL)'),
(2, 'USA State Sales Tax (NC)');

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RE: Customer Maintenance: Tax Reference field - by VortecCPI - 12-27-2017, 08:16 AM

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