EBS Tax Setup

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


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


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'


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




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


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



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

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