ebs tax setup
TRANSCRIPT
E-Business TaxAgenda
Introduction– Description– Benefits
Setup and Process– How to set up the feature– How to use the feature
Dependencies and Interactions
Summary
E-Business Tax Description
– A new infrastructure for tax knowledge management and delivery.
– Provides a global system architecture that is configurable and scalable for adding country specific tax content.
– Delivers tax services uniformly to Oracle E-Business Suite business flows through one application interface.
E-Business Tax
E-Business Suite ApplicationsE-Business Suite Applications
Tax PartnerTax Partner
Interface APIsInterface APIs
ServicesServicesTax Tax Content Content ServicesServices
Tax Tax Determination Determination ServicesServices
Tax Tax Administration Administration ServicesServices
PartnerPartnerTax Content Tax Content
InterfaceInterface
Tax Content Tax Content
Transaction Tax DataTransaction Tax DataTransaction DataTransaction Data
ContentContentRepositoryRepository
RecordRecordRepositoryRepository
Partner Partner Tax Services Tax Services
InterfaceInterface
Tax Services Tax Services
Oracle E-Business TaxOracle E-Business Tax
E-Business TaxBenefits
Prior to E-Business Tax• Basic tax setup – tax codes and tax groups
With E-Business Tax• Comprehensive solution addressing complex tax requirements
• Single point tax solution across E-Business Suite
– Single interface: tax setup and 3rd party integration– Uniform services– Single repository
• Fragmented tax solution across E-Business Suite modules
– Multiple tax engines– Duplicate tax setup– Fragmented data storage– Duplicate 3rd party integration
Setup
• Pre-R12 tax setup- Automatically migrated to E-Business Tax
Tax Codes and Tax Groups Tax Classification Tax defaulting hierarchy Tax Classification defaulting
E-Business Tax Migration of Existing Setup
• Customers with pre-R12 tax setup who continue using tax solution without modification
- No further setup necessary- Tax functionalities similar to pre-R12 tax solution
• Customers with pre-R12 tax setup who want to utilize E-Business Tax new functionalities
- Additional E-Business Tax setup needed- Enhanced or full tax capabilities
• New Installations- New E-Business Tax setup necessary- Enhanced or full tax capabilities
E-Business Tax Setup
E-Business Tax Setup
Tax setup tasks on E-Business Tax home page
Create TaxRegime - 4
Tax - 5*for GCO
Create Tax Status -7
* Mark as Default
CreateJurisdiction - 6
a. Determine Place of Supplyb. Determine Tax Registrationc. Determine Taxable Basisd. Determine Tax Calculation
9
Supplier - 12
Customer Site -13
Third Party - TaxProfile - 14* Optional
Third Party Site -Tax Profile - 15
* Optional
TAX DEFINITION DEFAULTS & CONTROLS ORG, PARTY & TAX PROFILES
Review 'EventClass Tax
Options' - 16
Event Options
Define OU - 1
Rule Defaults
OU - Tax Profile- 2
Config. OwnerTax Options - 3
Global Content
Create Tax Status* (Optional)
Create Tax Rate - 8* Mark as Default
Create Tax Rate* (Optional)
Assign Regime to Party - 10
Customer - 12
Supplier Site - 13
Enable Tax - 11
E-Business Tax Setup
Tax setup steps
Process
E-Business Tax Process – Tax Calculation
• Purchase documents- Purchase Requisitions- Internal Requisitions- Standard Purchase Orders- Planned Purchase Orders- Blanket Releases- Scheduled Releases
• Tax calculation events- Transaction line creation- Transaction line update
E-Business Tax Process – Accessing Tax Detail
Actions : Manage Tax
E-Business Tax Process – Tax Detail
Document’s tax information
Calculated tax at PO shipment level
Applicable tax lines
E-Business Tax Process – Tax Detail
Tax recovery information
Calculated tax at PO distribution level
E-Business Tax Process – New Tax Attributes
Extended Set of Attributes for more accurate tax determination
E-Business Tax Process – Tax Classification
• Tax Classification on Additional Tax Information page (replaces Tax Code in pre-R12)• Settable if 'eBTax: Allow Override of Tax Classification Code' profile option value is ‘Yes'
E-Business Tax Process – Applying Tax Classification
Calculated tax based on ‘VAT-5%’ Tax Classification.
E-Business Tax Process – Tax Recovery Rate
• Tax Recovery Rate on PO Distributions - displays the recovery rate override • Settable if 'eBTax: Allow Override of Tax Recovery Rate' profile option value is ‘Yes'
Dependencies and Interactions
E-Business Tax Dependencies and Interactions
• Oracle E-Business Tax- Tax setup- Tax calculation- Other tax services
Summary
E-Business Tax Summary
• Oracle E-Business Tax provides a new infrastructure for tax knowledge management and delivery using a global system architecture that is configurable and scalable for adding country specific tax content.
It is a comprehensive solution to configure, maintain, manage, and access transaction-based taxes, enabling organizations to effectively address varying tax needs.
Benefits
• Comprehensive solution addressing complex tax requirements• Single point tax solution across E-Business Suite
– Single interface: tax setup and 3rd party integration– Uniform services– Single repository
Document Publishing EnhancementsAgenda
Introduction– Description– Benefits
Setup and Process– How to set up the feature– How to use the feature
Dependencies and Interactions
Summary
Document Publishing EnhancementsDescription
Support Microsoft RTF and Adobe PDF Layout Templates, which require little training to configure and maintain
New in Release 12.0
Document Publishing EnhancementsDescription
Document prints in one layout per document type
Print purchasing documents in
multiple layouts
Effortlessly design document layouts
Publish documents in multiple formats
Generate government forms
Document Publishing EnhancementsBenefits
Setup and Process
Design DocumentLayout
Upload Layout
Create document withContract Terms
Print document invarious formats?
No action
Open SRS form to runPDF generation program
Specify layout
PDF generatedNo
Yes
Document Publishing Enhancements Setup and Process
SETUP PROCESS
Document Publishing Enhancements Setup – PDF Template
Tag fields with corresponding system codes
Document Publishing Enhancements Setup – RTF Template
Document Publishing Enhancements Setup – Upload Template
Document Publishing Enhancements Process – Printing in Procurement Flow
Document Publishing Enhancements Process – Print Purchasing Document
Pre-defined layout
templates
Dependencies and Interactions
Document Publishing Enhancements Dependencies and Interactions
Oracle XML Publisher (Required)– Store layout templates
Oracle Procurement Contracts (Optional)– Ability to print contract terms and conditions
Summary
Design RTF Template readily, using Oracle XML Publisher Desktop
Design layouts in Adobe PDF format Print purchasing documents in multiple pre-defined
layouts
Document Publishing EnhancementsSummary
Benefits• Effortlessly design document layout• Publish documents in multiple formats• Generate government forms
Communicate Document Attachments to SuppliersAgenda
Introduction– Description– Benefits
Setup and Process– How to set up the feature– How to use the feature
Summary
Communicate Document Attachments to SuppliersDescription
Email Attachments to Supplier– Attachments Sent Along with PDF Document– Includes Text Attachments, Notes, Files and URLs– Attachments Compressed as .zip Files – Failure Notifications Sent to Supplier and Buyer
Communicate Document Attachments to SuppliersDescription
Attachment Type 11i10 and Before r12
Notes to Supplier
Long/Short Text
Files (e.g. MS Word, Drawings)
URLs
Streamline Document Communication– Eliminate manual processing
Communicate Document Attachments to SuppliersBenefits
Setup and Process
Communicate Document Attachments to SuppliersSetup
Enter MaximumAttachment
Size
Define EmailAttachment
Filename
Specify PDF asOutput Format
SETUP
Communicate Document Attachments to SuppliersSetup – Define Purchasing Options
Specify Output Format, Attachment Size, and Attachment Filename
Communicate Document Attachments to SuppliersProcess
Attach Files atAppropriate Levels
Notify Buyer &Supplier of Error Automated process
PROCESS
AttachmentsExceed Size
Limit?
Any OtherErrors?
Email DocumentAnd Attachments
To Supplier
Create PurchasingDocument
(e.g. PO, Agreement)
Yes
No
Yes
No
Approve Document
Email DocumentsWithout
Attachments
Summary
Communicate Document Attachments to SuppliersSummary
Email Attachments to Supplier– Attachments Sent Along with PDF– Includes Text Attachments, Notes, Files and URLs– Attachments Compressed as .zip Files to Minimize
Network Traffic– Failure Notifications Sent to Supplier and Buyer
Benefits• Streamlines Document Communication
– Eliminates Manual Processing
Oracle Supplier NetworkAgenda
Description Benefits New Features
Oracle Supplier NetworkDescription
Electronic transaction delivery service for Oracle Purchasing customers and their suppliers
24X7, Oracle hosted service providing centralized message management, routing, and monitoring
Global community of XML-enabled suppliers available for messaging
Supports six PO-related XML transactions Outbound PO & PO Change/Cancel Inbound PO Acknowledgement, SO Change, ASN, & Invoice
Dual messaging hubs allow for separate test and production transaction routing
Note: Refer to the Oracle Supplier Network product page for more information and resources: — http://www-apps.us.oracle.com:1100/osn/index.html
• Buying Organizations exchange OAG XML messages with the Oracle SN• Transformation maps allow suppliers the option to support cXML or OAG format• Supported transmission protocols for message delivery: HTTP/S, OXTA, SMTP
Oracle SupplierNetwork
Supplier
OAG over OXTA
Oracle EBS
Supplier
SupplierOn-Line
SMTP
HTTP/SOracle EBS
Oracle EBS
Transacting over the Oracle SN
Reduce messaging costs / IT Support – Scale electronic transaction delivery to more suppliers with less effort
Decrease PO fulfillment cycle time– Machine-to-machine delivery enables real-time order processing– Eliminate lost transactions and data entry errors
Increase opportunity for pricing leverage – High volume suppliers open to pricing discounts for electronic PO delivery– Reduced transaction costs provides opportunity to renegotiate contracts
Oracle Supplier NetworkBenefits
Oracle Supplier NetworkNew Features
• Certified R12 connectivity
• Multi-user accounts and role based security
• Self-service document management: archiving, retrieval, re-send
• iSupplier Portal punch-in integration
• User-subscribed transaction notifications
• Self-testing tools to expedite connectivity