Yogi:

My apologies for the flippant remarks, it was unprofessional of me.

The tax method in Adagio is designed to meet any taxing regime and certainly Eco and/or Environment Fees qualify as a tax and can be handled by Adagio.

I would be happy to assist you with the implementation. Please note that providing this type of assistance is my business so there will be a charge. You can contact me offline at either douglas@accsyssolutions.com or toll free at 1.888.534.4344 to discuss this further.

Has anyone figured out what to do here to comply with the OES WEEE program? Is Doug's suggestion above about using Cost 1 still the best solution or has anyone figured out another method?? Can we add a tax group in OE and have it applicable only to items with a certain tax status code?? We are just finishing up our year end here and way behind the 8 ball on this WEEE program that starts tomorrow.

Should this thread be in the technical support forum??

Hello Susan:

Doug's technique works very well for calculating the fee just like a tax.

The issue that Yogi has wrestled with is that he wants to see a separate ECO line following each item. For example:
1 - Sold 10 Desktop computers
2 - ECO fee for 10 Desktop computers
3 - Sold 5 Notebook computers
4 - ECO fee for 5 Notebook computers
etc.

Doug's approach will display a single line for the total ECO fee amount. For example:
1 - Sold 10 Desktop computers
2 - Sold 5 Notebook computers
3 - Total ECO fee
etc.

If you only need to see a single total, then Doug's recommendation will work perfectly.

There is no requirement that the fee be shown separately for each item. Having said that, we are looking to see whether there is something simple we can do that would allow the tax to be printed in that way. However, I can guarantee that whatever we decide to do, it won't be done by tomorrow!

Doug described above "The Fee is GST taxable - this requires a new tax group as the fee must come before GST in order to be taxed by the GST."

My question is: For Ontario customers that are NOT PST exempt and therefore PAY PST, how will Adagio know to charge only GST on the ECO Fee and not PST?

Susan, we ended up creating about 5 inventory items for the eco fees with separate catogory code and control account.This way we can show these fees under each effected items.

Andrew, with all due respect...MY customers (at least some) demand that these fees be brocken down as separate line items for charging different departments.

We have 3 supplieRs - one is bunching up these fees as one sum total at the end of the invoice.

The girl who is posting the inventory is also in charge of placing orders. She has stopped ordering anything from this supplier. And I can see why!

Hi Yogi,

I also created 5 inventory items (non-stock) with tax status of GST only.. no PST. That way if the customer pays PST, they will not have to pay PST on the ECO fees. The only problem is that each person on staff will have to remember to manually add these fees when applicable when they are invoicing. I can add alerts to every item where ECO tax applies to help them remember but that is not as efficient as having the system determine and calculate adding the fees.

However I also agree with you that the customers will want the breakdown of fees so they know which amounts pertain to which items so they can build it into their cost and appropriately bill it out to their customers. I suppose we can send them the fee schedule so they can figure out the calculation.

If time permits, I'd like to try both methods and figure out which is best.

The next release of Adagio OrderEntry (the AR 9.0 compatible release) will allow you to place the tax under the item to which it applies using the forms designer. Of course, this will require a change to the specification to add the necessay display section, but it won't be too difficult. You might want to implement the fee using the tax method, knowing that the presentation option will exist in a couple of months.

Yogi,

Please let me know if you find a better solution for these Ontario WEEE Fees. We have way too many alerts set up on way too many items to remind employees to bill out the WEEE fees. Then they have to check to see if the customer is from Ontario and then if so whether or not they are WEEE exempt. This is not an efficient way to handle these fees. We are being alerted to death.

I had a look at adding tax groups and tax types but I can't figure it out. Even if I could accomplish what Douglas suggested in putting the total WEEE fee in the tax section that was taxable only by GST and not PST, it would only give us a total amount collected in a ledger account. How would we submit the detailed report that OES requires with our remission?

Unless I hear otherwise, I'm thinking we have to live with non-stock item codes for the WEEE fees and alerts. Please let me know if you have any better ideas.