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Primary Author: Harishankar, Yadunath VS, Mallikarjuna Gupta, Shekhar Jadhav, Narasimha Pai,
Contributors: R. Sivaramakrishnan, Anand Krishnan, Rajagopalan S
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Oracle India Localization Users Reference Manual
Contents
India Localization Support for iProcurement.................................................................................. 6
About this Manual ............................................................................................................................. 7
Audience for this Manual ................................................................................................................. 8
India Localization Support for iProcurement - Overview ............................................................. 9
Business Needs .............................................................................................................................. 10
Major Features................................................................................................................................. 11
IL Support for iProcurement - Set Up ........................................................................................... 13
SetUp Checklist............................................................................................................................... 13
Setup Steps ..................................................................................................................................... 14
Step 1 Define Organization Additional Information ___________________________________ 14
Step 2 Define Organization Trading Information_____________________________________ 14
Step 3 Define Sub Inventory Location_____________________________________________ 14
Step 4 Define Excise Invoice Generation __________________________________________ 14
Step 5 Define Localization Item Information ________________________________________ 15
Step 7 Define Tax Codes ______________________________________________________ 15
Step 8 Define Tax Categories ___________________________________________________ 15
Step 9 Define Item Categories __________________________________________________ 15
Step 10 Define Assessable Price Lists ____________________________________________ 16
Step 11 Define Supplier Additional Information _____________________________________ 16
Step 12 Define VAT Regime ____________________________________________________ 16
Step 13 Define VAT Claim Terms ________________________________________________ 16
Step 14 Define VAT Generation Sequence ________________________________________ 16
Step 15 Define User Authorization for IL iProcurement Access _________________________ 16
Processing iProcurement Transactions....................................................................................... 17
User Authorizations ___________________________________________________________ 17
iProcurement - Transaction flow _________________________________________________ 18
Requisitions _________________________________________________________________ 19
Purchase Orders _____________________________________________________________ 25
Receiving___________________________________________________________________ 28
Reports ____________________________________________________________________ 33
Table of Figures
Figure 1: Personal Profile Values ......................................................................................................... 17
Figure 2: iProcurement Transaction Flow ............................................................................................ 18
Figure 3: My Requisition....................................................................................................................... 19
Figure 4: My Requisition....................................................................................................................... 20
Figure 5: Requisition Details................................................................................................................. 20
Figure 6: India Localization Taxes for Requisition................................................................................ 21
Figure 7: Checkout: Requisition Information ........................................................................................ 22
Figure 8: Checkout: Review Approver List ........................................................................................... 23
Figure 9a: Checkout: Review and Submit Requisition ......................................................................... 24
Figure 9b: Checkout: Review and Submit Requisition ......................................................................... 24
Figure 10: Checkout: Review Approver List ......................................................................................... 25
Figure 11: Change Order #: Review Approver List .............................................................................. 26
Figure 12: Change Request Approval .................................................................................................. 27
Figure 13: Receipts Confirmation ......................................................................................................... 28
Figure 14: View/ Update IL Tax ............................................................................................................ 29
Figure 14a: Receive Items.................................................................................................................... 30
Figure 15: Process IL Returns.............................................................................................................. 31
Figure 16: List of Pending IL Returns ................................................................................................... 32
Business Needs
Oracle iProcurement is one of the starting points for Procure-to Pay process. It provides powerful selfservice requisitioning capability with an intuitive web-shopping interface. It constitutes a key
component of procure-to-pay business flow and helps an enterprise to process and manage
requisitions and receipt of the requested goods or services in an efficient and automated manner. The
following diagram shows the capabilities available in Oracle iProcurement that has been customized
to meet the requirements of India Localization.
Business needs specific to Indian context and with reference to the capabilities available in Oracle
iProcurement are listed below.
Carry forward taxes defaulted and added to a Requisition to Purchase Order (PO)
View Tax details and precedence for each Requisition and PO line
Allow modification of third party Vendor and Vendor Site in tax details of Receipts
Apply Bill of Entry payments to Receipt lines carrying Customs Duty Taxes
10
Major Features
User Authorization for Tax Review
Only authorized users are allowed to modify sensitive tax information on iProcurement Requisitions
and Receipts. Similarly only authorized users are allowed to process CENVAT claim for a Return
through the iProcurement web process.
Defaulting Taxes to iProcurement Requisitions
For Items that attract Localization Taxes, Taxes will be defaulted on the iProcurement Web UI when a
Requisition is created. These taxes will be defaulted based on the Tax Defaulting Rules. Taxes would
be defaulted automatically based on Item Category assigned to the Supplier Supplier Site; Supplier
Null Site or based on the Item Class assigned to the Tax Category for the Supplier. Taxes
applicable to an Agreement shall be defaulted on shopping a specific item attached to a Blanket
Purchase Agreement / Contract. In case of Non-Catalog Requests, taxes need to be added manually
as tax defaulting mechanism in IL is available only to items with Inventory Setups.
Manual Changes to Defaulted Taxes to iProcurement Requisitions
Taxes defaulted during iProcurement Requisition can be modified manually in case of a need,
depending on your Authorization. New taxes can be added or existing taxes modified / deleted based
on your Authorization levels. You can define / modify precedence logic for calculation of Tax Base
Amount on which the Tax Rate would be applied. The Tax Base Amount can either be the line
amount or line amount including other taxes calculated for the transaction.
Taxes Applicable at the Time of Receipt
When material is received against Requisitions, the taxes defined at the PO level get defaulted
proportional to the quantity received. You can modify the taxes defaulted on Receipts based on your
Authorization. Localization provides the functionality to modify the taxes at the time of receipt on
completion of base iProcurement Receipt. Tax changes are not allowed once you commit the tax
changes and initiates the tax accounting process. But taxes amounts are displayed against each
receipt line to enable viewing.
CENVAT and VAT claims
CENVAT and VAT claims can be made for the iProcurement Receipt using MODVAT on Receipts
India and VAT-Tax Claim forms respectively. All IL tax inputs provided in iProcurement shall be
fetched to the receipt form automatically.
Application of Bill of Entry (BOE) at the Time of Receipt
Provision to apply the BOE to the receipt is provided similar to CENVAT and VAT claims. You need to
navigate to the IL Receipt form to identify and apply the BOE payment against the particular Receipt.
The Bill of Entry can only be applied against the customs duty type of taxes (i.e. Basic, Counter
veiling Duty and Additional Customs Duty) attached to the iProcurement Receipt.
11
12
SetUp Checklist
The following table lists the IL setup steps. These setups need to be completed in addition with the
setups mandated by Oracle iProcurement Implementation User Guide for iProcurement transactions.
Step No
Step 1
Step 2
Step 4
Step 3
Step 5
Step 6
Step 7
Step 8
Step 9
Step 10
Step 11
Step 12
Step 13
Step 14
Step 15
Required
Required
Optional
Required
Optional
Required
Required
Optional
Optional
Optional
Required
Optional
Required
Required
Required
Required
Step Title
Define Organization Additional Information
Define Trading Registration Details
Define Sub Inventory Location
Define Excise Invoice Generation
Define Localization Item Information
Define Tax Codes
Define Tax Categories
Define Item Categories
Define Assessble Price List
Define Additional Supplier Information
Define Inter Organization Relationship (Shipping Networks)
Define VAT Regime
Define VAT Claim Terms
Define VAT Invoice Generation Sequence
Define Profile Option Settings
Note: Complete the above basic IL setup steps by logging on to the Oracle forms application.
13
Setup Steps
This section provides an overview and details of each step involved in completion of IL support to
iProcurement Setup.
14
15
16
17
18
Requisitions
Oracle iProcurement provides following functionality in requisitions:
Reviewing Requisitions
Creation of Requisition Searching and adding items (from local catalog / supplier catalogs)
to the shopping cart can create Requisitions. On checking out, system creates a requisition
using the items added to the shopping cart.
Cancellation or Changing existing Requisition
Requisition Review
In the Requisition Review flow, India Localization tax button / links are made available in the following
pages for authorized users against individual Requisition lines:
Figure 3: My Requisition
Navigation Path: India Local iProcurement -> Shop -> Stores
19
Figure 4: My Requisition
Navigation Path: India Local iProcurement -> Requisitions -> Requisitions
20
21
22
23
24
Purchase Orders
Purchase Orders can be auto-created based on the Purchase Requisitions created in iProcurement.
The Taxes provided in the Requisition gets defaulted to the Purchase order automatically. You can
modify these taxes using the IL Purchase Order form.
Viewing PO Details
Oracle iProcurement provides links to view details of Purchase Orders created using iProcurement
Requisition Summary page. India Localization tax links are also made available in the Purchase
Order details page (Refer Figure 10 below). India Localization tax amount and details will be
displayed in a view only mode for each purchase order line in this link page. You can navigate to the
Purchase Order IL Tax details page by clicking these links available in the Requisition summary page
shown in Figure 4 above.
25
Navigation Path: India Local iProcurement -> Requisitions -> Requisition Summary - Order Link
PO Change Requests
Changes can be made to Requisitions on approving the Purchase Order created by submitting an
iProcurement Requisition Change Request. The Change Request page accepts the modifications
made by you and highlights the changes by indicating both Original and Changed values before
Submission. In case of multiple changes, all modifications made to the requisition are displayed with
appropriate icons to identify the last updated values as shown in Figure 11.
26
27
Receiving
iProcurement has following functionality in receiving:
Create receipts Users can create receipts against orders in Oracle iProcurement. For an
order to appear in the receiving module it must have a receipt routing of Direct Delivery
(cannot create receipts against orders with a receipt routing of Standard or Inspection). It
is also possible to receive against In transit Shipments (ASN shipments and ISO receipts)
Create returns
Perform corrections
Receipts Creation
In the iProcurement receipt process flow, IL tax entry / update UI will be available to you, depending
on your User Authorization, after the base item receiving details are entered and the receipt process
is completed.
IL taxes can be viewed / updated using View / Update IL taxes link available against each receipt
line on Confirming a base iProcurement receipt (See Figure 13 below). Similar to Requisitions, Taxes
are defaulted automatically based on the IL Tax Defaulting Hierarchy i.e. from Purchase Order as in
the case of normal receipts created using the form-based functionality.
28
change on Receipts and User Authorization. It also facilitates modification of tax precedence. On
completion of modification, the taxes can be re-calculated and saved. Changed made to the IL taxes
can also be ignored when not necessary. This action should however be done before saving the
changes.
On Completion of the Receipt, accounting entries and costing for all non-recoverable taxes gets
effected through India Local concurrent program India Receiving Transaction Processor which is
automatically launched on completion of the above mentioned web process.
CENVAT and VAT Claim need to be done using the existing India Localization forms as per
the existing IL processes.
BOE application process needs to be done separately in the BOE application form available
in IL Receipts after the receipt is created in the iProcurement Web process.
ASN/ASBN Receipts
iProcurement supports Receiving based on ASN / ASBN created from the iSupplier portal. You can
receive items referring the ASN / ASBN Shipment Number created by the supplier in the supplier
portal. The shipment number is defaulted against the Order with a facility to view the ASN / ASBN
details (Refer Figure 14a Receive Items).
29
The referred ASN / ASBN should be in PROCESSED status in iSupplier. To make a receipt
of the ASN / ASBN in India Local iProcurement you should run the RECEIVING
TRANSACTION PROCESSOR concurrent in the Forms world.
Taxes defaulted from the ASBN cannot be modified at the iProcurement Receipt. Further only
third party or customs type of taxes can be added to an ASBN receipt
India Localization does not currently support creation of multiple Receipts against a single
ASN / ASBN.
Receipt Corrections
IProcurement provides the functionality of receipt corrections in the Receiving home page.You can
select "Correct Items" and proceed to correct an existing receipt. The existing India Localization
process of running the concurrent India Receiving Transaction Processor after Receipt corrections
is also applicable to iProcurement Receipt Corrections. You can run this concurrent using the IL
Requests form after making necessary Receipt corrections. The concurrent will make the necessary
modifications to the India Localization registers, accounting and costing records based on the receipt
corrections done in iProcurement.
Returns
30
IProcurement provides the functionality of receipt returns in the Receiving home page. You can select
"Return Items" and proceed to return quantities of an existing receipt to the Supplier.
In the iProcurement Returns process, Authorized Users will be provided the option to decide on
Generating Excise / Vat Invoice Number on Returns. You can navigate to the India Localization web
page by clicking Process IL Returns button on the base apps Returns page (See Figure 15 below).
31
32
Reports
India Localization support for iProcurement do not involve any additional reports at the
iProcurement solution. Existing India Localization reports available in the form based functionality
need to be used for all reporting purposes.
33