Add support for multi-location taxation

Description

Add support for different tax rates at each practice location.
This will allow practice locations in different states, with different tax rates, to be hosted in a single OpenVPMS instance.
NOTE:: this change is only applicable to practice locations in the same timezone, as OpenVPMS stores all all timestamps in the local time of the OpenVPMS server.

To support this:

  • A new Practice level flag, Use Location Tax Rates will be added. This will be disabled by default, to reflect the existing tax behaviour.

  • A new Taxes field will be added to Practice Location, which indicates the tax rates applicable to a practice location

When Use Location Tax Rates is enabled, the tax rate for a product is determined as follows:
1. collect the tax rate lookups associated with the product. If there are none, collect the tax rates associated with the product type. If there are none, collect the tax rates associated with the practice
2. remove any tax rates not present on the practice location
3. remove any tax rates that the customer has exemptions for
4. sum the remaining rates

When Use Location Tax Rates is disabled, step 2 is ignored.

Charge taxation

Charges will use the tax rates at the location that they were created in.

Order taxation

Supplier orders will use the tax rates at the location linked to their stock location.

Discounts

Discounts calculated from an At-cost + Rate + Tax discount type will use the:

  • tax rates of the charge location for charges; or

  • tax rates of the current location for estimates. This is because estimates aren't associated with any location

Product price editing

When editing product prices, the Tax-inclusive Price will include the tax for the current practice location.

Product export

The Products - Information - Export exports product prices. When Use Location Tax Rates is enabled, this will export tax rates determined by the current location.

End Of Period processing

Any overdue balance that results in a fee being charged will use the customer's practice location to determine the tax rates.
If the customer doesn't have a practice location assigned, the current practice location will be used.

Archetype Changes

The following archetypes will change:

  • party.organisationPractice will have an optional boolean useLocationTaxRates flag added

  • party.organisationLocation will have a taxes node added, that may be assigned lookup.taxType lookups

Reporting Functions

The following functions are required for practices that use location based tax rates:

  • productrice(product,taxExPrice, location)

  • productrice(product,taxExPrice, taxInclusive, location)

  • product:taxRate(product, location)

Reports

The following reports need to be updated to use the new reporting functions:

  • Product List Report

  • Product Price List Report

  • Product Price Structure Report

Environment

None

Status

Assignee

Tim Anderson

Reporter

Tim Anderson

Labels

None

Priority

Major
Configure