Openbravo Issue Tracking System - Openbravo ERP
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IDProjectCategoryView StatusDate SubmittedLast Update
0035425Openbravo ERP09. Financial managementpublic2017-03-03 10:522019-02-01 01:50
Reporterngarcia 
Assigned Tomarkmm82 
PriorityhighSeverityminorReproducibilityalways
StatusscheduledResolutionopen 
PlatformOS5OS Version
Product Version 
Target VersionFixed in Version 
Merge Request Status
Review Assigned To
OBNetwork customer
Web browser
ModulesCore
Support ticket
Regression level
Regression date
Regression introduced in release
Regression introduced by commit
Triggers an Emergency PackNo
Summary0035425: Product's tax category is not taken into account when selecting a tax for an exempt customer
DescriptionProduct's tax category is not taken into account when selecting a tax for an exempt customer
Steps To ReproduceAs group admin role:
   Go to Tax Rate window and filter by:
      Sales/Purchase Type: Sales Tax & Both
      Tax Exempt: Y
   Sort the records by its Valid From Date (descending)
   Get the organization and tax category of the first tax
   Set a Customer as Tax Exempt
   Create a Sales Invoice for the same organization as the first tax
   Add the previously created customer
   Add a product with a different tax category from the first tax. Check first it exists an exempt tax rate in that category
   Check the first tax is automatically selected in the invoice line instead of selecting the one that belong to the tax category of the product
Proposed Solution
Additional Information
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Issue History
Date ModifiedUsernameFieldChange
2017-03-03 10:52ngarciaNew Issue
2017-03-03 10:52ngarciaAssigned To => Triage Finance
2017-03-03 10:52ngarciaModules => Core
2017-03-03 10:52ngarciaTriggers an Emergency Pack => No
2017-03-03 10:52ngarciaIssue Monitored: networkb
2019-01-28 12:49SandrahuguetAssigned ToTriage Finance => markmm82
2019-01-30 15:38markmm82Statusnew => scheduled
2019-02-01 01:50markmm82Note Added: 0109374

Notes
(0109374)
markmm82   
2019-02-01 01:50   
Test Plan>
As System Admin:
   Go to Windows, Tabs and Fields and select the Tax Rate window.
   Go to Tax Rate tab and set the Tax Exempt field as visible on grid.
As group admin role:
   Go to Tax Rate window and filter by:
      Sales/Purchase Type: Sales Tax & Both
      Tax Exempt: Y
   Sort the records by its Valid From Date (descending)
   Get the organization and tax category of the first tax defined for all countries and regions (with any destination region and country). For example Servicios prestados exentos:
     Organization: F&B España, S.A
     Tax Category: Exento Servicios
   Set a Customer as Tax Exempt, for example Alimentos y Supermercados, S.A business partner.

   Go to Product window and check that Cerveza Ale 0,5L has IVA Normal Tax Category
     If you go to the Tax Rate window and filter by IVA Normal Tax Category you will see there are some tax rates defined as exempt.
     Add the following filters:
      Sales/Purchase Type: Sales Tax & Both
      Tax Exempt: Y
   Sort the records by its Valid From Date (descending)
   Notice that the first record is the tax rate to be applied for products of this category by default:
     Entregas a Canarias,Ceuta y Melilla (%N=>0%)

   Create a Sales Invoice for the same organization as the first tax and the previously created customer:
     Organization: F&B España, S.A
     Business Partner: Alimentos y Supermercados, S.A
   Add a line with a product with a different tax category from the first tax. Check first
it exists an exempt tax rate in that category, for example using Cerveza Ale 0,5L it is linked to IVA Normal.
     
   Check the firs tax related to the Product's Tax Category is automatically selected in the invoice line: Entregas a Canarias,Ceuta y Melilla (%N=>0%) wich is correct.