EBTax Migrating From 11i To R12

1
Copyright 2014, Oracle and/or its affiliates. All rights reserved.
Oracle Advisor Webcast Program
Current schedule
Archived recordings
Doc ID 740966.1
E-Business Tax Webcast Series

Teleconference Access:
VOICE STREAMING
ENABLED
1. Prerequisites for Regime to Rate Flow Creation

COMPLETED
2. Basic Overview, Regime To Rate Setup & Transactional Flow
(US Based Setup) From A Financials Perspective
COMPLETED
North America:
3. Regime to Rate Setup & Transactional Flow (Non-US Based
877-664-9143
Setup) From A Manufacturing Perspective COMPLETED
4. Advanced Setups From A Financials Perspective
International:
COMPLETED
706-634-8961
5. Fiscal Classification Types & Their Creation For Tax
Calculation From A Manufacturing Perspective
Conference ID: 2152576
COMPLETED
6. TODAY : Migrating From 11i To Release 12
Doc ID 1626087.1
3
Doc ID 740966.1 upcoming & archived Advisor Webcast details
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Oracle Advisor Webcast

E-Business Tax Series, Session 6
Migrating from 11i to Release 12
Annapurna Chittilla, Principle Technical

Support Engineer
E-Business Tax Webcast Series, Session 6

Resource Links
To access the E-Business Tax Series, Session 6 Migrating from
11i to Release 12 webcast recording:

https://oracleaw.webex.com/oracleaw/lsr.php?RCID=bfd2805b680a59d75c4308a909d4b9c7
Continue the Discussion! To ask questions on any of the webcasts
in the E-Business Tax Webcast Series and to review the webcast

Q&As: https://community.oracle.com/thread/3550398
Note: The link to download the presentation PDF is included in the
Continue the Discussion link above.
Objectives
Understand what happens during
the upgrade process
Learn how to create Tax Groups
in the migrated environment
Agenda
Upgrade Process
Fresh Implementation
Partner Integrations
Localizations
Demonstration
Troubleshooting Tips
Upgrade Process
Functionality supported by Oracle E-Business Tax:
Procure to Pay Transactional Taxes
Order to Cash Transactional Taxes
Sales and Use Tax (Location Based Tax)

Tax Reporting
Tax on General Ledger
Upgrade Process
Functionality not migrated to Oracle E-Business Tax:
Latin Tax Engine
Payables Withholdings
Payables Extended Withholdings (Latin America)
Brazilian Withholding Tax Calendar
Functionality not available in Oracle E-Business Tax:

Payroll Taxes (Oracle HRMS)
Property Taxes (Oracle Assets)
10
Upgrade Process
Implementation Options
What Happens During the Upgrade
Mapping of 11i Tax Entities With E-BTax
Defaulting Hierarchy
11
1.
Upgrade Path
Standard migration
Completely automated
11i tax functionality supported out of the box
2.
Upgrade + New Features

Minimum setup changes
Allows enhanced E-BTax functionality

Can be tailored based on business needs
3.
Fresh Implementation
Fully utilizing E-BTax functionality and features
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Upgrade Process
13
Standard Tax Classification (STCC) Template

Created during migration
Available as Regime Determination Set on Configuration Tax Owner
Option for the Operating Unit Owning Tax Content

Shortcut approach used to calculate tax
Tax is calculated based on the 11i Approach
14
Data Ownership of Upgraded Data

Item
15
Release 11i
R12
Tax Codes
Each Application &

Operating Unit (OU)
Single source for tax determination & tax

calculation services
Operating Units
with Release 11i
Tax Setup
Operating Units
Party-specific Configuration Owners

Operating unit owns tax setup
Location-based tax
setup
Receivables or
Projects tax setup
Part of the common configuration; Global

Configuration Owner owns location-based
tax setup
Supplier & Supplier

Sites
Owned by Accounts
Payable (AP)
Migrated to Trading Community

Architecture (TCA) as TCA Parties &
Party Sites
Upgrade of Tax Recovery And Registrations

Item
16
Release 11i
R12
Tax Recovery enabled at
Financial Systems
Options level
Regime and Tax Level
Recovery Rules
Accounting based
Recovery Rate Rules
Tax Registrations
HR locations or HR
Organization levels
Tax Registrations at Party Tax

Profile for Legal Establishments
Override Options
Item
Override of Customer
Exemptions
17
Release 11i
Responsibility level
Profile Options
R12
Application Tax Options for a
specific Operating Unit &
Application
Overriding Of Inclusive Receivables Systems

Tax Lines
Options
Configuration Owner Tax Options

for a specific Configuration Owner
& Application
Tax Rounding
Override
Receivables System
Options, Customer, &
Customer Sites
Tax Regime & Tax Level
Tax Rate Override
Tax Code level
Tax Status level
Receivables Side Setup

Item
18
Release 11i
R12
Receivables Tax
Calculation Flag on
Transaction Types
Tax Calculation checkbox
Default Tax Classification

checkbox
Different credit
percentages for Tax
and Line for AR Credit
Transactions
When an applied Credit

Memo is created, users
can specify different
percentages of lines and
taxes to be credited
The user is no longer allowed to

credit different percentages of
Line and Tax
Receivables Address
Validation Parameter
System Parameters
address validation level
Trading Community Architecture

(TCA) Geography Structure
address validation parameter
Location Based Tax Upgrade

Create Tax Regime for each Geography structure defined at Receivables
Systems Options level

Hard coded tax called "LOCATION upgraded as 'dummy' tax
Other taxes created for each qualifier of the Sales Tax Key Flexfield
Such as STATE, COUNTY and CITY
Automatically create Tax Jurisdictions for each Tax Zone within the context of a
Regime and Tax

Tax calculated based on the 11i Approach
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Tax Transactional Upgrade

Single repository containing detailed, fully-allocated tax lines
Tax Line IDs / Tax Distributions IDs are
Stamped on AR/AP Tax Lines to allow for reconciliation between the
Tax Repository and Product Transactions

Carried on the accounting transactions to allow reconciliation between
Product Tax Transactions and Tax Accounts
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Tax Profile Upgrade

Release 11 i
21
Release 12
Invoice Freight as Revenue
eBTax: Invoice Freight as Revenue
Tax Inventory Item for Freight
eBTax: Inventory Item for Freight
Tax: Allow Ad Hoc Tax Changes
eBTax: Allow Ad Hoc Tax Changes
Tax: Allow Manual Tax Lines
eBTax: Allow Manual Tax Lines
Tax: Allow Override of Customer

Exemptions
eBTax: Allow Override of Customer

Exemptions
Tax: Allow override of tax code
eBTax: Allow Override of Tax

Classification Code
Naming Convention
Location-based tax
Tax Regime: <Code of Country of Operating Unit>||"-SALES_Tax-
"||<Location Structure ID>

Example - US-SALES-Tax-101
For State level Tax Jurisdictions: Geography_type||'-'||
location_segment_user_value)||'-'|| from_postal_code
Example - ST-CA-90000-00
Non-location-based tax
Tax Regime:<Country Code of OU>||<Tax> or <Country Code of
OU>||<Tax Type>
22
Upgrade Process
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Basic Location Based Tax Setup
State
County
Tax Regime
Structure Qualifiers
City
Tax Codes
State
County
Statuses
STANDARD
CA
TX
DL
State Values
STANDARD
STANDARD
Jurisdictions
CA
Postal Code Ranges

99562 - 99572
99456 - 99492
City
TX
DL
Tax Zones
99456 - 99492
99562 - 99572
Rate Percentages
10%
24
15%
10%
Tax Rate Codes
15%
Release 12
Release 11i
Sales Tax Location

Flexfield Structure
Tax Codes & Groups (Migrated)

Release 11i
Release 12
Tax Regime
Tax Code
Tax Code
TC1
7%
TC2
8%
Tax Code
TC1
Tax
Status
STANDARD
Tax
Rate
7%
TC2
Tax
Status
STANDARD
Tax
Rate
8%
TG1
Tax Group
TG1
Tax Classification Code
25
Tax
Rules
Tax Codes and Groups (Migrated)

Release 11i
26
Release 12
Tax Code
Nature
TG
Tax Group No
NA
TC1
Tax Code
Yes
TC2
Tax Code
Yes
TC3
Tax Code
Yes
Direct Rate Determination

Rule:
If Tax Classification Code =
TG Then Tax is Applicable
Regime to Rate
Setup
Tax Rule
Upgrade Process
27
AR / AP / PO / PA System Options upgraded as Tax Classification Code
Defaulting Hierarchy in the Application Tax Options for each OU and Application
Product
28
Live Demonstration
Application Tax Options
29
Fresh Implementation Analyze Requirements

Who are you? A corporation, Government, non-government
What are your operations/businesses?
Where do your businesses operate? (Place)
What type of business do you conduct? (Process)

What products/services do you buy or sell? (Product)
Process
Who are your customers and suppliers? (Party)
What taxes are you subject to?
Party
EBTax
Place
30
Product
Fresh Implementation Considerations

Configuration ownership
Global
Operating Unit (OU) specific
Exemptions must be created manually

No interface
No Application Programming Interface (API) (Party Tax Profile)
Geographical Location Information (API for US location only)

User defined PL/SQL Taxable Basis Type at Tax Code level obsolete in
R12
31
What are partner integrations?
Who are the certified partners?
Vertex
Taxware
Setup
Service Mappings
Service Extensions
How does it work?
32
33
Localizations
Separate Tax engine
India Localization
Latin America Localization
Extend E-Business Tax

China Golden Tax Adaptor
EMEA Localizations
Asia Localizations
34
Business Scenario
Migrated from 11i to R12
Used Group Taxes in 11i
How do we keep the same flow in R12 for new taxes?
35
Live Demonstration Group

Tax R12
36
Troubleshooting
When Tax does not calculate as expected, verify the following:
37
1.
Configuration Owner & Regime Subscription
2.
Event Class Settings
3.
Regime to Rate flow
4.
Trading Community Architecture (TCA)
5.
Tax Rules
Troubleshooting
1.
38
Configuration Owner & Regime Subscription
Troubleshooting
2.
39
Event Class Settings
Troubleshooting
3.
Regime to Rate Flow verify:

Every set up entity is effective for the transaction date
There is a default status
Each status has a default rate
4.
Trading Community Architecture (TCA) verify if the:

Geography Structure is defined for the country of taxation
Tax Validation flag is checked for all types of geography

Geography value (e.g., value of a state etc.) is available in geography
values in TCA
40
Troubleshooting
5.
Tax Rules check:

Default place of supply or the rule for the place of supply
If tax is applicable by default

At least one rule must be satisfied
41
Summary
What we covered today
What happens with E-BTax when
upgrading from Release 11i to 12

How various components map
between Release 11i and 12
Demonstrations of Tax Options and
Group Tax in Release 12
Troubleshooting tips
42
Top Articles and Community Links

Upgrade:
How to Perform a Sanity Check To Verify if the Upgrade Was
Successful (Doc ID 1596476.1)

How to Setup a Group Tax in R12 E-Business Tax (EBTax) (Doc ID
1604480.1)
Oracle Financials and Oracle Procurement Functional Upgrade
Guide: Release 11i to Release 12

Overview of the E-Business Tax R12 Upgrade for Order to Cash
(Important Pre-Upgrade Patches to Consider) (Doc ID 810443.1)

Case Study: How to Switch From an Upgraded Tax Regime to a New
Tax Regime - Canada HST example (Doc ID 1062897.1)
43

Tax Partners:
Oracle E-Business Tax: Vertex Q-Series and Taxware Sales / Use
Tax System Implementation Guide - Release 12

Using Vertex Q Series and Troubleshooting the Integration with R12
eBTax (Doc ID 761438.1)

Using Taxware and Troubleshooting the Integration with R12 eBTax
(Doc ID 806575.1)
http://www.oracle.com/us/partnerships/solutions/index.html#currentval
44

Localizations:
Oracle Golden Tax Adaptor for Mainland China Release Notes,
Release 12.1.1 (Doc ID 811483.1)

Troubleshooting Latin America Tax Release 12 Tax Calculation
Issues (Doc ID 784692.1)

India Localization uptake of E-Business Tax in R12 (Doc ID
472055.1)
45
Top Articles & Community Links

Continue the discussion! For follow up questions on topics covered
in this webcast, connect via this E-Business Tax Community thread:

https://community.oracle.com/thread/3550398
E-Business Tax Community:

https://community.oracle.com/community/support/oracle_e-business_suite/e-business_tax
Payables Community:
https://community.oracle.com/community/support/oracle_e-business_suite/payables
Procurement Community:
https://community.oracle.com/community/support/oracle_e-business_suite/procurement
Receivables Community:
https://community.oracle.com/community/support/oracle_e-business_suite/receivables
46
Stay Connected
Oracle E-Business Suite Support Social Media Channels
Twitter: @Oracle_EBS
Facebook: OracleEBusinessSuiteSupport
Blog: http://blogs.oracle.com/EBS
My Oracle Support EBS Community:

https://community.oracle.com/community/support/oracle_e-business_suite
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Access the EBS page

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Continue the discussion on

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via the Questions? link
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Where Can I Get The Slides From This Session?

1. PDF link from Doc ID 740966.1 (within 48 hours)
2. E-BTax Community >Content Tab > Documents (within 24 hours)
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Accessing My Oracle Support Community

1. Via My Oracle Support ->
Community Tab
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Learn More
Available References and Resources to Get Proactive
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Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Oracle Advisor Webcast Program

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

E-Business Tax Webcast Series

1. Prerequisites for Regime to Rate Flow Creation

Doc ID 740966.1 upcoming & archived Advisor Webcast details

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Safe Harbor Statement

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Oracle Advisor Webcast

Annapurna Chittilla, Principle Technical

E-Business Tax Webcast Series, Session 6

11i to Release 12 webcast recording:

Continue the Discussion! To ask questions on any of the webcasts

in the E-Business Tax Webcast Series and to review the webcast

Continue the Discussion link above.

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Sales and Use Tax (Location Based Tax)

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Functionality not available in Oracle E-Business Tax:

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

11i tax functionality supported out of the box

Upgrade + New Features

Allows enhanced E-BTax functionality

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Standard Tax Classification (STCC) Template

Option for the Operating Unit Owning Tax Content

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Data Ownership of Upgraded Data

Each Application &

Single source for tax determination & tax

Party-specific Configuration Owners

Part of the common configuration; Global

Supplier & Supplier

Migrated to Trading Community

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Upgrade of Tax Recovery And Registrations

Tax Recovery enabled at

Regime and Tax Level

Recovery Rate Rules

Tax Registrations at Party Tax

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Overriding Of Inclusive Receivables Systems

Configuration Owner Tax Options

Tax Regime & Tax Level

Tax Rate Override

Tax Code level

Tax Status level

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Receivables Side Setup

Tax Calculation checkbox

Default Tax Classification

When an applied Credit

The user is no longer allowed to

Trading Community Architecture

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Location Based Tax Upgrade

Systems Options level