EBTAXDocument 562809

Document 562809.1 https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=10...
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How To Create A Basic Setup Configuration Of EBTax In Purchasing And Test It In Purchase
Order Documents? (Doc ID 562809.1)
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CREATE REGIME
Type:
CREATE TAX Status:
Last
CREATE TAX STATUS
Major
CREATE TAX JURISDICTIONS Update:
Last
CREATE RATE Update:
CREATE TAX RULES
MAKE TAX AVAILABLE FOR TRANSACTION Related Products
Oracle Purchasing
APPLIES TO:
Information Cen
Oracle Purchasing - Version 12.0 to 12.2.4 [Release 12 to 12.2] Information Cente
Information in this document applies to any platform. Purchasing FAQ
[1586684.2]
GOAL Information Cente
Procurement Suite
This document has the purpose to help users to create and test a basic setup for a Sales tax applied in a purchase order using [1391332.2]
EBTax functionality.
Process start creating the regime, tax, tax status, jurisdiction, rate, tax rules and finish making the Tax Available For Information Cente
Transactions. Then, create a standard purchase order in Oracle Purchasing to be sure the tax is calculated properly. Purchasing [13916
Note that this configuration is for testing purposes and is not intended to replace any EBTax configuration manual or user's
guide.
Document Refer
SOLUTION No References ava
for this document.
Recently Viewed
Ability to Override
CREATE REGIME Calculated In E-Bu
Tax [458218.1]
Go to Tax Administrator Responsibility > Tax Regimes > Create R12: ZX: Zero Tax
Are Created For PO
Matched Invoice
[1363168.1]
EBS AP, AR and EB
Setup/Data Integri
Analyzer [1529429
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How to set up EBT

Tax Is Calculated o
Payables Invoice?
[1520430.1]
Taxes On PO Are N
Flowing To AP For
Invoices [2235444
Show More
Main Details
Field Value
Tax Regime Code NAME US REGIME
Name NAME US REGIME
Regime Level Country
Country Name United States
Effective From 01-Apr-2008
Parent Regime Code
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Used To Group Regimes No
Click on Show Controls And Defaults
Default and Control Level Details
Field Value
Allow Tax Recovery No
Allow Override and Entry of Inclusive Tax Lines Yes
Allow Tax Exemptions Yes
Allow Tax Exceptions Yes
Tax Currency USD
Minimum Accountable Unit 0.01
Rounding Rule Nearest
Tax Precision 2
Allow Multiple Jurisdictions No
Exchange Rate Type
Reporting Tax Authority
Collecting Tax Authority
Click on Continue button
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Field Value
Party Name Vision Operations Operating Unit
Configuration for Tax & Rules Common Configuration
Configuration for Products Exception Common Configuration
Click on Finish
CREATE TAX
Click on Taxes > Create
Field Value
Configuration Owner Global Configuration Owner
Tax Source Create a New Tax
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Tax NAME US TAX
Tax Name NAME US TAX
Tax Type Sales
Geography Type State
Parent Geography Type Country
Parent Geography Name United States
Set as Offset Tax No
Set for Reporting Purpose only No
Click on Show Controls And Defaults
Field Value
Allow Tax Inclusion
Allow Override and Entry of Inclusive Tax Lines Yes
Allow Tax Rounding Override Yes
Allow Override for Calculated Tax Lines Yes
Use Legal Registration Number No
Allow Duplicate Tax Registration Number No
Allow Multiple Jurisdictions Yes
Allow Mass Create of Jurisdictions Yes
Allow Tax rate Rules Yes
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CREATE TAX STATUS
Field Value
Tax Regime NAME US REGIME
Tax NAME US TAX
Tax Status Code NAME US STATUS
Name NAME US STATUS
Set as Default Tax Status Yes
Default Status Effective From 01-Apr-2008
Click on Apply button
CREATE TAX JURISDICTIONS
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Field Value
Tax Jurisdiction Code NAME US JURISDICTION
Name NAME US JURISDICTION
Tax NAME US TAX
Geography Name CA
Set as Default Jurisdiction Yes
CREATE RATE
Field Value
Tax NAME US TAX
Tax Status Code NAME US STATUS
Tax Rate Code NAME US RATE
Tax Jurisdiction Code NAME US JURISDICTION
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Rate Type Percentage
Percentage Rate 5.5
Click on Rate Details icon
Field Value
Set As Default Yes
Default Effective Date 01-Apr-2008
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CREATE TAX RULES
Field Value
Tax NAME US TAX
Click on Go button
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Click on Pencil icon in column Set Default to change defaults
Field Name
Determine Place of Supply Ship to, use bill to if ship to is not found
Determine Tax Applicability Applicable
Determine Tax Registration Ship to, use bill to if ship to is not found
Determine Tax Status NAME US STATUS
Determine Tax Rate NAME US RATE
Determine Taxable Basis STANDARD_TB
Calculate Tax Amounts STANDARD_TC
MAKE TAX AVAILABLE FOR TRANSACTION
Click on Taxes menu
Search for NAME US TAX under Country United States

Click on Update pencil icon
Click on Make Tax Available For Transactions
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See the following warning:
Click on Yes
Click on Home
Select Purchasing > Purchase Orders
Create a Purchase Order as follows:
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Click on Actions > Manage Tax
See the Tax calculated correctly:
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Didn't find what you are looking for? Ask in Community...
Attachments
CreateJurisdiction10.gif (1.79 KB)
CreateJurisdictionSettings11.gif (15.54 KB)
CreatePurchaseOrder26.gif (26.74 KB)
CreateStatus9.gif (1.63 KB)
CreateTax6.gif (3.12 KB)
CreateTaxAvailableForTransactionsCheck22.gif (31.9 KB)
CreateTaxControls8.gif (11.85 KB)
CreateTaxMainInfo7.gif (23.23 KB)
CreateTaxRateDetails13.gif (3.73 KB)
CreateTaxRateOtherDetails15.gif (15.27 KB)
CreateTaxRateSummary14.gif (23.01 KB)
CreateTaxRates12.gif (1.72 KB)
CreateTaxRuleSearch17.gif (20.15 KB)
CreateTaxRules16.gif (2.38 KB)
CreateTaxRulesConf18.gif (18.47 KB)
CreateTaxSearch20.gif (23.48 KB)
CreateTaxUpdateIcon21.gif (4.14 KB)
CreateTaxWarning23.gif (10.01 KB)
CreateTaxes19.gif (1.32 KB)
HomeLink24.gif (6.92 KB)
POActionsManageTax27.gif (28.01 KB)
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Purchasing25.gif (5.74 KB)

SuccessTax28.gif (16.14 KB)
TaxAdministrator1.gif (6.49 KB)
TaxRegimeConfiguration5.gif (31.34 KB)
Related
Products
Oracle E-Business Suite > Procurement > Procurement > Oracle Purchasing > E-Business Tax Issues > E-Business Tax Issues
Keywords
CALCULATE TAX; CONTROL; DEFAULT; MANAGE TAX; OFFSET TAX; OVERRIDE; PURCHASE ORDER; ROUNDING; SALES TAX; SETUP; STANDARD PU
ORDER; TAX AUTHORITY; TAX EXCEPTIONS; TAX EXEMPTIONS; TAX JURISDICTION; TAX RATE; TAX REGIME; TAX REGISTRATION NUMBER
TAX STATUS
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Document 562809.1 https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=10...

PowerView is Off Khayyam (Available) (0) Contact Us

Dashboard Knowledge Service Requests Patches & Updates

In this Document Was this docume

How to set up EBT

Tax Regime Code NAME US REGIME

Name NAME US REGIME

Regime Level Country

Country Name United States

Effective From 01-Apr-2008

Parent Regime Code

Used To Group Regimes No

Click on Show Controls And Defaults

Default and Control Level Details

Allow Tax Recovery No

Allow Override and Entry of Inclusive Tax Lines Yes

Allow Tax Exemptions Yes

Allow Tax Exceptions Yes

Tax Currency USD

Minimum Accountable Unit 0.01

Rounding Rule Nearest

Allow Multiple Jurisdictions No

Exchange Rate Type

Reporting Tax Authority

Collecting Tax Authority

Click on Continue button

Party Name Vision Operations Operating Unit

Configuration for Tax & Rules Common Configuration

Configuration for Products Exception Common Configuration

Effective From 01-Apr-2008

Click on Taxes > Create

Tax Regime Code NAME US REGIME

Configuration Owner Global Configuration Owner

Tax Source Create a New Tax

Tax NAME US TAX

Tax Name NAME US TAX

Tax Type Sales

Geography Type State

Parent Geography Type Country

Parent Geography Name United States

Set as Offset Tax No

Set for Reporting Purpose only No

Click on Show Controls And Defaults

Allow Tax Inclusion

Allow Override and Entry of Inclusive Tax Lines Yes

Allow Tax Rounding Override Yes

Allow Override for Calculated Tax Lines Yes

Use Legal Registration Number No

Allow Duplicate Tax Registration Number No

Allow Multiple Jurisdictions Yes

Allow Mass Create of Jurisdictions Yes

Allow Tax rate Rules Yes

CREATE TAX STATUS

Tax Regime NAME US REGIME

Tax NAME US TAX

Tax Status Code NAME US STATUS

Name NAME US STATUS

Effective From 01-Apr-2008

Set as Default Tax Status Yes

Default Status Effective From 01-Apr-2008

Click on Apply button

CREATE TAX JURISDICTIONS

Tax Jurisdiction Code NAME US JURISDICTION

Name NAME US JURISDICTION