Beruflich Dokumente
Kultur Dokumente
April 8, 2014
The client can use a minimal configuration of E-Business Tax and use a
3rd party vendor to calculate Sales Tax and Use Tax or the client take
full advantage of its features. Regardless, the E-Business Tax module
cannot be ignored if the client decides to use Oracle R12.
Problem Definition
Project Accounting has not yet been upgraded to Oracles R12
Architecture. Tax does not automatically calculate on Receivables
invoices when they are generated in Project Accounting. Enabling E-
Business Tax will automatically calculate the tax on Receivables
invoices originating in Project Accounting.
Step 3. Create Tax Condition Set for use when constructing the custom
tax rule for all 65 countries
Solution Details
This section details the associated configuration steps required in Oracle
E-Business Tax and how to build the custom tax rule needed to enable
taxes to automatically calculate on invoices generated in Project
Accounting before they are interfaced to Oracle Receivables.
ASSUMPTIONS:
Field Description
(Create short descriptive meaningful name)
Tax Determining Factor Set
DEFAULT TAX CALC FOR AR
(Create short descriptive meaningful name)
Tax Determining Factor Set Name
DEFAULT TAX CALC FOR AR
Set Usage Tax Rules
**Ledger
**Regime Code
Determining Factor Class Registration
Class Qualifier Bill To Party
Determining Factor Name Registration Status
Required No
WARNING: Never enter the Ledger and/or Regime Code unless you want
the Tax Determining Factor Set to be applicable for only a
specific Ledger and/or Tax Regime Code. If, for example you
are creating this tax rule for multiple countries, a
generically named Tax Determining Factor Set (where
Ledger and/or Regime Code is not specified) will be able to
be used for each country for which the rule needs to be built.
In Release 12, the E-Business Tax module allows you to configure a tax
rule that uses the Tax Registration Status as the determining factor for
deriving the proper tax to apply.
Although the Registration Statuses listed above come seeded, new values
can be added using the following responsibility and navigation to the
Application Object Library Lookups window.
The tax condition set is the logic of the tax rule. It specifies the factors to
consider, and the resulting value that must exist for each factor, in order
for the result of the tax rule to be true (and therefore the tax to calculate).
NOTE: The Tax Condition Set, for this tax rule will be built without
the country name. Omitting the country name will enable the
same Tax Condition Set to be used for each tax rule for every
tax.
Field Description
**Country Name
WARNING: Never enter the Country Name unless you want the Tax
Condition Set to be applicable for only the Country
specified.
Field Description
Determining Factor Class Registration
Class Qualifier Bill To Party
Determining Factor Name Registration Status
Operator Not Equal To
Value / From Range Agent
To Range
Ignore Condition No (leave check box unchecked)
NOTE: Once you use a tax condition set to create a tax rule, you can no
longer update the condition set.
Tax rules are created for each combination of configuration owner, tax
regime, and tax.
2. Enter the Configuration Owner, Tax Regime Code and Tax for
which the tax rule needs to be created. To serve as an example,
the following information and subsequent tax rule was entered
for Austria (ISO code AU).
The rule types and related processes used for tax line determination and
tax calculation are:
the new custom tax rule icon beneath Expert Rule Entry.
Field Description
10. The Create Tax Rule: Rule Conditions page will be displayed.
Field Description
(Condition Set Code created for this tax rule)
Condition Set Code
DEFAULT TAX CALC FOR AR
(Condition Set Name created for this tax rule)
Name
DEFAULT TAX CALC FOR AR
(If multiple conditions exist for a tax rule, enter
the order of each condition in which EBTax
Order
should follow to calculate the tax rule)
1
Result Bill To
Application
13. The Create Tax Rule: Rule Order page will be displayed.
15. After the information has been entered, [click] on the Finish button.
16. Oracle will display a Confirmation that the tax rule was successfully
created.
F INAL N OTE :
In addition to configuring the above, Default Tax Rate Names for each of
the 64 countries were provided to the Technical Team. The Technical
Team included the Default Tax Rate Names in their custom program for
the Project Accounting module.
Business Benefits
This associated configuration and custom tax rule will enable tax to
automatically calculate on Receivables invoices when they originate in
Project Accounting.
Summary
This document provided an overview of Oracle Release 12 E-Business
Tax (EBTax). It highlighted the configuration required before
constructing custom tax rules in EBTax using the Expert Rule Entry.
Additionally, this paper detailed how the Expert Rule Entry can be
utilized to configure custom tax rules for multiple Tax Regimes.
AST Corporation
1755 Park Street, Suite 100
Naperville, Illinois 60563
Phone: 888-278-0002
Fax: 630-778-1179
www.astcorporation.com