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Doc ID 740966.1
Doc ID 1626087.1
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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
Upgrade Process
Functionality not migrated to Oracle E-Business Tax:
Latin Tax Engine
Payables Withholdings
Payables Extended Withholdings (Latin America)
Brazilian Withholding Tax Calendar
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Upgrade Process
Implementation Options
What Happens During the Upgrade
Mapping of 11i Tax Entities With E-BTax
Defaulting Hierarchy
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Implementation Options
1.
Upgrade Path
Standard migration
Completely automated
2.
3.
Fresh Implementation
Fully utilizing E-BTax functionality and features
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Upgrade Process
Implementation Options
What Happens During the Upgrade
Mapping of 11i Tax Entities With E-BTax
Defaulting Hierarchy
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Release 11i
R12
Tax Codes
Operating Units
with Release 11i
Tax Setup
Operating Units
Location-based tax
setup
Receivables or
Projects tax setup
Owned by Accounts
Payable (AP)
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Release 11i
R12
Financial Systems
Options level
Recovery Rules
Accounting based
Tax Registrations
HR locations or HR
Organization levels
Override Options
Item
Override of Customer
Exemptions
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Release 11i
Responsibility level
Profile Options
R12
Application Tax Options for a
specific Operating Unit &
Application
Tax Rounding
Override
Receivables System
Options, Customer, &
Customer Sites
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Release 11i
R12
Receivables Tax
Calculation Flag on
Transaction Types
Different credit
percentages for Tax
and Line for AR Credit
Transactions
Receivables Address
Validation Parameter
System Parameters
address validation level
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Release 12
Naming Convention
Location-based tax
Tax Regime: <Code of Country of Operating Unit>||"-SALES_Tax-
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>
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Upgrade Process
Implementation Options
What Happens During the Upgrade
Mapping of 11i Tax Entities With E-BTax
Defaulting Hierarchy
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State
County
Tax Regime
Structure Qualifiers
City
Tax Codes
State
County
Statuses
STANDARD
CA
TX
DL
State Values
STANDARD
STANDARD
Jurisdictions
CA
City
TX
DL
Tax Zones
99456 - 99492
99562 - 99572
Rate Percentages
10%
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15%
10%
15%
Release 12
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
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Tax
Rules
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Release 12
Tax Code
Nature
TG
Tax Group No
NA
TC1
Tax Code
Yes
TC2
Tax Code
Yes
TC3
Tax Code
Yes
Regime to Rate
Setup
Tax Rule
Upgrade Process
Implementation Options
What Happens During the Upgrade
Mapping of 11i Tax Entities With E-BTax
Defaulting Hierarchy
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Defaulting Hierarchy
AR / AP / PO / PA System Options upgraded as Tax Classification Code
Defaulting Hierarchy in the Application Tax Options for each OU and Application
Product
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Live Demonstration
Application Tax Options
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Process
Party
EBTax
Place
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Product
R12
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Partner Integrations
What are partner integrations?
Who are the certified partners?
Vertex
Taxware
Setup
Service Mappings
Service Extensions
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Partner Integrations
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Localizations
Separate Tax engine
India Localization
Latin America Localization
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Business Scenario
Migrated from 11i to R12
Used Group Taxes in 11i
How do we keep the same flow in R12 for new taxes?
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Troubleshooting
When Tax does not calculate as expected, verify the following:
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1.
2.
3.
4.
5.
Tax Rules
Troubleshooting
1.
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Troubleshooting
2.
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Troubleshooting
3.
4.
values in TCA
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Troubleshooting
5.
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Summary
What we covered today
What happens with E-BTax when
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1604480.1)
Oracle Financials and Oracle Procurement Functional Upgrade
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(Doc ID 806575.1)
http://www.oracle.com/us/partnerships/solutions/index.html#currentval
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472055.1)
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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
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Stay Connected
Oracle E-Business Suite Support Social Media Channels
Twitter: @Oracle_EBS
Facebook: OracleEBusinessSuiteSupport
Blog: http://blogs.oracle.com/EBS
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Community Tab
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2. Directly https://communities.oracle.com
Learn More
Available References and Resources to Get Proactive
About Oracle Support Best Practices
www.oracle.com/goto/proactivesupport
Get Proactive in My Oracle Support
https://support. oracle.com | Doc ID: 432.1
Get Proactive Blog
https://blogs.oracle.com/getproactive/
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THANK YOU
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