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Oracle R12 E-Business Tax (EBTax) Implementation Resources
Comparision - Vertex, Taxware and Sabrix for Oracle EBTax
CV040 - EBTax Supplier Conversion Components for P2P Taxes
EBTax Third Party Tax Rate File Upload Solution Design &
Process Overview
Oracle E-Business Tax - Importing AP Invoices - Payables Open
Invoice Interface
Oracle E-Business Tax Implementation Scenarios for United
States
Oracle E-Business Tax Integration with Taxware
Oracle EBTax - Business Processes in Vertex and Taxware
Oracle EBTax BR100 Setup Document
Oracle EBTax Canadian VAT Setup Examples
Oracle EBTax Files and Documents
Oracle EBTax UK VAT Setup Examples
Oracle EBTax US Sales and Use Tax Setup Examples
Oracle R12 E-Business Tax Implementation Presentations
Oracle R12 E-Business Tax Integration with Oracle Payables -
Presentations
Oracle R12 EBTax SQL Queries for Functional Implementers
for Troubleshooting
Oracle R12 Enhancements Cheat Sheet
Oracle R12 Financials PreUpgrade Setup Tips
Oracle R12 Upgrade Enhancements - Financial Modules
R12 EB Tax Accounting - Setting Up Tax Accounts
R12 EBTax Upgrade Considerations
TCA Architechture in Oracle R12
Troubleshooting why eBTax does Not Calculate in Oracle
E-Business Suite
About Author
Oracle Applications (ERP) Financials Functional
Consultant with over 12 years of Experience
I can be easily reached at
Email - orafinr12docs@gmail.com
Oracle R12 EBTax Experience:
Total 8 Implementations (5 implementations & 3
upgrades – Industries Include)
- Utility
- Higher Education (University)
- Distribution
- Retail
- Semi- Conductor
- Bio Sciences & Nutritional (Web Sales)
Countries Implemented - United States, Canada, UK &
EU VAT
Expertise on P2P and O2C Side – Evaluations /
proposals/ solution Design / implementing complex
solutions etc
0
Oracle R12 EBTax SQL Queries for Functional Implementers for
Troubleshooting
Contents
1 -- EBTAX SETUP TABLES --
2 -- EBTAX TRANSACTION TABLES --
3 -- SQL FOR PARTY FISCAL CLASSIFICATION CODE --
4 -- BELOW QUERY RETRIEVES CUSTOMER ADDRESSES THAT DOESNT HAVE ANY GEOGRAPHY REFERENCE --
5 -- BELOW SQL QUERY RETRIEVES LIST OF JURISDICTIONS' FOR WHICH TAX RATES HAS BEEN DEFINED --
6 -- BELOW QUERY RETRIEVES LIST OF GEOGRAPHY'S WITHOUT JURISDICTIONS--
7 --SUPPLIER TAX REGISTRATION CREATION--
8 --EXCLUDE FREIGHT FROM DISCOUNT--
=========================================================================================================
-- EBTAX SETUP TABLES --
Following are the main E-Business tax tables that will
contain the setup information that will help support in
troubleshooting E-Business tax information.
a. Tax Regimes: ZX_REGIMES_B
b. Taxes: ZX_TAXES_B
c. Tax Status: ZX_STATUS_B
d. Tax Rates: ZX_RATES_B
e. Tax Jurisdictions: ZX_JURISDICTIONS_B
f. Tax Rules: ZX_RULES_B
To get a dump of the eTax setups, you can use the
following set of queries.
Please provide the tax regime code when prompted. If the
issue is limited to a tax then provide the tax name when
prompted else please leave it blank.
SELECT *
FROM zx_regimes_b
WHERE tax_regime_code = '&tax_regime_code';
SELECT *
FROM zx_taxes_b
WHERE DECODE('&tax_name',null,'xxx',tax) =
nvl('&tax_name','xxx')
AND tax_regime_code = '&tax_regime_code';
SELECT *
FROM zx_status_b
WHERE tax = '&tax_name'
AND tax_regime_code = '&tax_regime_code';
SELECT *
FROM zx_rates_b
WHERE tax = '&tax_name'
AND tax_regime_code = '&tax_regime_code';
SELECT *
FROM zx_jurisdictions_b
WHERE DECODE('&tax_name',null,'xxx',tax) =
nvl('&tax_name','xxx')
AND tax_regime_code = '&tax_regime_code';
SELECT *
FROM zx_rules_b
WHERE tax = '&tax_name'
AND tax_regime_code = '&tax_regime_code';
=====================================================================
-- EBTAX TRANSACTION TABLES --
Following are the main E-Business tax tables that will
contain the transaction information that will have the
tax details after tax is calculated.
a. ZX_LINES: This table will have the tax lines for
associated with PO/Release schedules.
TRX_ID: Transaction ID. This is linked to the
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2. PO_HEADERS_ALL.PO_HEADER_ID
TRX_LINE_ID: Transaction Line ID. This is linked to the
PO_LINE_LOCATIONS_ALL.LINE_LOCATION_ID
b. ZX_REC_NREC_DIST: This table will have the tax
distributions for associated with PO/Release distributions.
TRX_ID: Transaction ID. This is linked to the
PO_HEADERS_ALL.PO_HEADER_ID
TRX_LINE_ID: Transaction Line ID. This is linked to the
PO_LINE_LOCATIONS_ALL.LINE_LOCATION_ID
TRX_LINE_DIST_ID: Transaction Line Distribution ID. This
is linked to the
PO_DISTRIBUTIONS_ALL.PO_DISTRIBUTION_ID
RECOVERABLE_FLAG: Recoverable Flag. If the distribution
is recoverable then the flag will be set to Y and there will
be values in the RECOVERY_TYPE_CODE and
RECOVERY_RATE_CODE.
c. PO_REQ_DISTRIBUTIONS_ALL: This table will have the
tax distributions for associated with Requisition distribution.
RECOVERABLE_TAX: Recoverable tax amount
NONRECOVERABLE_TAX: Non Recoverable tax amount
d. ZX_LINES_DET_FACTORS: This table holds all the
information of the tax line transaction for both the
requisitions as well as the purchase orders/releases.
TRX_ID: Transaction ID. This is linked to the
PO_REQUISITION_HEADERS_ALL.REQUISITION_HEADER_ID
/
PO_HEADERS_ALL.PO_HEADER_ID
TRX_LINE_ID: Transaction Line ID. This is linked to the
PO_REQUISITION_LINES_ALL.REQUISITION_LINE_ID /
PO_LINE_LOCATIONS_ALL.LINE_LOCATION_ID
=============================================================================================================
-- SQL FOR PARTY FISCAL CLASSIFICATION
CODE --
SELECT HPP.PARTY_NAME,HP.PARTY_SITE_NAME ,HCA.*
FROM ZX_PARTY_TAX_PROFILE ZP
,HZ_CODE_ASSIGNMENTS HCA
,HZ_PARTY_SITES HP
,HZ_PARTIES HPP
WHERE ZP.PARTY_TAX_PROFILE_ID = HCA.OWNER_TABLE_ID
--AND ZP.PARTY_ID = :PARTY_ID
AND HCA.OWNER_TABLE_NAME = 'ZX_PARTY_TAX_PROFILE'
AND HP.PARTY_SITE_ID = ZP.PARTY_ID
AND HPP.PARTY_ID= HP.PARTY_ID
AND HCA.CLASS_CODE IS NOT NULL
ORDER BY ZP.LAST_UPDATE_DATE DESC
SELECT HP.PARTY_ID, HP.PARTY_NAME, HPS.PARTY_SITE_ID,
HPS.PARTY_SITE_NAME, ZP.PARTY_TAX_PROFILE_ID
FROM ZX_PARTY_TAX_PROFILE ZP,
HZ_PARTY_SITES HPS,
HZ_PARTIES HP,
HZ_CUST_ACCOUNTS_ALL CA
WHERE HP.PARTY_ID = HPS.PARTY_ID
AND HP.PARTY_ID = CA.PARTY_ID
AND HPS.PARTY_SITE_ID = ZP.PARTY_ID
AND CA.CUSTOMER_CLASS_CODE = 'WEB CUSTOMER'
AND UPPER(HP.PARTY_NAME) LIKE 'CAROLE%FINCK%'
AND EXISTS (
SELECT 1
FROM HZ_CODE_ASSIGNMENTS HCA
WHERE HCA.OWNER_TABLE_ID =
ZP.PARTY_TAX_PROFILE_ID
AND HCA.OWNER_TABLE_NAME =
'ZX_PARTY_TAX_PROFILE'
AND HCA.CLASS_CODE IS NOT NULL)
ORDER BY ZP.LAST_UPDATE_DATE DESC;
===============================================================================================================
-- BELOW QUERY RETRIEVES CUSTOMER
ADDRESSES THAT DOESNT HAVE ANY
GEOGRAPHY REFERENCE --
SELECT HCA.ACCOUNT_NUMBER
,HCA.ACCOUNT_NAME
,HCS_SHIP.SITE_USE_CODE
,HL_SHIP.ADDRESS1 ADDRESS
,HL_SHIP.STATE STATE
,HL_SHIP.COUNTY COUNTY
,HL_SHIP.CITY CITY
,HL_SHIP.POSTAL_CODE
FROM HZ_CUST_SITE_USES_ALL HCS_SHIP
, HZ_CUST_ACCT_SITES_ALL HCA_SHIP
, HZ_CUST_ACCOUNTS HCA
, HZ_PARTY_SITES HPS_SHIP
, HZ_LOCATIONS HL_SHIP
WHERE
HCA.CUST_ACCOUNT_ID=HCA_SHIP.CUST_ACCOUNT_ID(+)
AND HCS_SHIP.CUST_ACCT_SITE_ID(+) =
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3. HCA_SHIP.CUST_ACCT_SITE_ID
-- AND HCA.ACCOUNT_NUMBER='10001'
AND HCA_SHIP.PARTY_SITE_ID =
HPS_SHIP.PARTY_SITE_ID
AND HPS_SHIP.LOCATION_ID = HL_SHIP.LOCATION_ID
AND HCA.STATUS='A'
AND HCS_SHIP.STATUS='A'
AND HCA_SHIP.STATUS='A'
AND HL_SHIP.COUNTRY='US'
AND NOT EXISTS (SELECT 1 FROM HZ_GEOGRAPHIES HG
WHERE
HG.GEOGRAPHY_ELEMENT2_CODE=HL_SHIP.STATE
AND
UPPER(HL_SHIP.COUNTY)=UPPER(HG.GEOGRAPHY_ELEMENT3_CODE)
AND
UPPER(HL_SHIP.CITY)=UPPER(HG.GEOGRAPHY_ELEMENT4_CODE)
AND SYSDATE BETWEEN HG.START_DATE
AND HG.END_DATE)
================================================================================================================
-- BELOW SQL QUERY RETRIEVES LIST OF
JURISDICTIONS' FOR WHICH TAX RATES HAS
BEEN DEFINED --
SELECT TAX,
TAX_JURISDICTION_CODE,
GEOGRAPHY_ELEMENT2_CODE STATE_CODE,
GEOGRAPHY_ELEMENT3_CODE COUNTY_CODE,
GEOGRAPHY_ELEMENT4_CODE CITY_CODE
FROM ZX_JURISDICTIONS_B ZJ,
HZ_GEOGRAPHIES HG
WHERE
ZJ.TAX_REGIME_CODE='US_SALE_AND_USE_TAX'
AND SYSDATE BETWEEN ZJ.EFFECTIVE_FROM AND
NVL(ZJ.EFFECTIVE_TO,'31-DEC-4999')
AND SYSDATE BETWEEN HG.START_DATE AND HG.END_DATE
AND ZJ.ZONE_GEOGRAPHY_ID=HG.GEOGRAPHY_ID
AND ZJ.TAX=HG.GEOGRAPHY_TYPE
AND NOT EXISTS (SELECT 1 FROM ZX_RATES_B ZR
WHERE
ZR.TAX_REGIME_CODE='US_SALE_AND_USE_TAX'
AND
ZR.TAX_JURISDICTION_CODE=ZJ.TAX_JURISDICTION_CODE)
ORDER BY TAX,
TAX_JURISDICTION_CODE,
GEOGRAPHY_ELEMENT2_CODE ,
GEOGRAPHY_ELEMENT3_CODE,
GEOGRAPHY_ELEMENT4_CODE
==================================================================================================================
-- BELOW QUERY RETRIEVES LIST OF
GEOGRAPHY'S WITHOUT JURISDICTIONS--
SELECT * FROM
(SELECT GEOGRAPHY_TYPE,
GEOGRAPHY_ELEMENT2_CODE STATE_CODE,
GEOGRAPHY_ELEMENT3_CODE COUNTY_CODE,
GEOGRAPHY_ELEMENT4_CODE CITY_CODE
FROM
HZ_GEOGRAPHIES HG
WHERE HG.GEOGRAPHY_TYPE='STATE'
AND SYSDATE BETWEEN HG.START_DATE AND
HG.END_DATE
AND GEOGRAPHY_ELEMENT1_CODE='US'
AND NOT EXISTS (SELECT 1 FROM ZX_JURISDICTIONS_B ZJ
WHERE
ZJ.ZONE_GEOGRAPHY_ID=HG.GEOGRAPHY_ID
AND
ZJ.TAX_REGIME_CODE='US_SALE_AND_USE_TAX'
AND SYSDATE BETWEEN ZJ.EFFECTIVE_FROM
AND NVL(ZJ.EFFECTIVE_TO,'31-DEC-4999')
AND ZJ.TAX=HG.GEOGRAPHY_TYPE)
UNION
SELECT GEOGRAPHY_TYPE,
GEOGRAPHY_ELEMENT2_CODE STATE_CODE,
GEOGRAPHY_ELEMENT3_CODE COUNTY_CODE,
GEOGRAPHY_ELEMENT4_CODE CITY_CODE
FROM
HZ_GEOGRAPHIES HG
WHERE HG.GEOGRAPHY_TYPE='COUNTY'
AND SYSDATE BETWEEN HG.START_DATE AND
HG.END_DATE
AND GEOGRAPHY_ELEMENT1_CODE='US'
AND NOT EXISTS (SELECT 1 FROM ZX_JURISDICTIONS_B ZJ
WHERE
ZJ.ZONE_GEOGRAPHY_ID=HG.GEOGRAPHY_ID
AND
ZJ.TAX_REGIME_CODE='US_SALE_AND_USE_TAX'
AND SYSDATE BETWEEN ZJ.EFFECTIVE_FROM
AND NVL(ZJ.EFFECTIVE_TO,'31-DEC-4999')
AND ZJ.TAX=HG.GEOGRAPHY_TYPE)
UNION
SELECT GEOGRAPHY_TYPE,
GEOGRAPHY_ELEMENT2_CODE STATE_CODE,
GEOGRAPHY_ELEMENT3_CODE COUNTY_CODE,
GEOGRAPHY_ELEMENT4_CODE CITY_CODE
FROM
HZ_GEOGRAPHIES HG
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4. WHERE HG.GEOGRAPHY_TYPE='CITY'
AND SYSDATE BETWEEN HG.START_DATE AND
HG.END_DATE
AND GEOGRAPHY_ELEMENT1_CODE='US'
AND NOT EXISTS (SELECT 1 FROM ZX_JURISDICTIONS_B ZJ
WHERE
ZJ.ZONE_GEOGRAPHY_ID=HG.GEOGRAPHY_ID
AND
ZJ.TAX_REGIME_CODE='_US_SALE_AND_USE_TAX'
AND SYSDATE BETWEEN ZJ.EFFECTIVE_FROM
AND NVL(ZJ.EFFECTIVE_TO,'31-DEC-4999')
AND ZJ.TAX=HG.GEOGRAPHY_TYPE))
ORDER BY GEOGRAPHY_TYPE,STATE_CODE,
COUNTY_CODE,
CITY_CODE
===========================================================================================================
--SUPPLIER TAX REGISTRATION CREATION--
Use the below script to create Tax Registrations for suppliers - if you
have defined any tax rule based on Tax Registrations
DECLARE X_RETURN_STATUS VARCHAR2(1);
BEGIN
ZX_REGISTRATIONS_PKG.INSERT_ROW ( P_REQUEST_ID
=> NULL
,P_ATTRIBUTE1 => NULL
,P_ATTRIBUTE2 => NULL
,P_ATTRIBUTE3 => NULL
,P_ATTRIBUTE4 => NULL
,P_ATTRIBUTE5 => NULL
,P_ATTRIBUTE6 => NULL
,P_VALIDATION_RULE => NULL
,P_ROUNDING_RULE_CODE => 'UP'
,P_TAX_JURISDICTION_CODE => NULL
,P_SELF_ASSESS_FLAG => 'Y'
,P_REGISTRATION_STATUS_CODE =>
'REGISTERED'
,P_REGISTRATION_SOURCE_CODE =>
'IMPLICIT'
,P_REGISTRATION_REASON_CODE =>
NULL
,P_TAX => NULL
,P_TAX_REGIME_CODE => 'DAR'
,P_INCLUSIVE_TAX_FLAG => 'N'
,P_EFFECTIVE_FROM => TO_DATE('01-
DEC-2007','DD-MON-YYYY')
,P_EFFECTIVE_TO => NULL
,P_REP_PARTY_TAX_NAME => NULL
,P_DEFAULT_REGISTRATION_FLAG =>
'N'
,P_BANK_ACCOUNT_NUM => NULL
,P_RECORD_TYPE_CODE => NULL
,P_LEGAL_LOCATION_ID => NULL
,P_TAX_AUTHORITY_ID => NULL
,P_REP_TAX_AUTHORITY_ID => NULL
,P_COLL_TAX_AUTHORITY_ID => NULL
,P_REGISTRATION_TYPE_CODE =>
NULL
,P_REGISTRATION_NUMBER => NULL
,P_PARTY_TAX_PROFILE_ID => 812988
,P_LEGAL_REGISTRATION_ID => NULL
,P_BANK_ID => NULL
,P_BANK_BRANCH_ID => NULL
,P_ACCOUNT_SITE_ID => NULL
,P_ATTRIBUTE14 => NULL
,P_ATTRIBUTE15 => NULL
,P_ATTRIBUTE_CATEGORY => NULL
,P_PROGRAM_LOGIN_ID => NULL
,P_ACCOUNT_ID => NULL
,P_TAX_CLASSIFICATION_CODE =>
NULL
,P_ATTRIBUTE7 => NULL
,P_ATTRIBUTE8 => NULL
,P_ATTRIBUTE9 => NULL
,P_ATTRIBUTE10 => NULL
,P_ATTRIBUTE11 => NULL
,P_ATTRIBUTE12 => NULL
,P_ATTRIBUTE13 => NULL
,X_RETURN_STATUS =>
X_RETURN_STATUS
);
DBMS_OUTPUT.PUT_LINE('RETURN STATUS :'
||X_RETURN_STATUS);
COMMIT;
END;
===========================================================================================================
--EXCLUDE FREIGHT FROM DISCOUNT--
SELECT APS.VENDOR_NAME,
APS.EXCLUDE_FREIGHT_FROM_DISCOUNT VEND_EXCD,
APSS.VENDOR_SITE_CODE,
APSS.EXCLUDE_FREIGHT_FROM_DISCOUNT SITE_EXCD
FROM APPS.AP_SUPPLIERS APS,
APPS.AP_SUPPLIER_SITES_ALL APSS
WHERE APS.VENDOR_ID = APSS.VENDOR_ID
AND APS.VENDOR_ID NOT IN (1, 2, 3)
AND APSS.EXCLUDE_FREIGHT_FROM_DISCOUNT IS NULL
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5. AND APS.EXCLUDE_FREIGHT_FROM_DISCOUNT IS NULL
==============================================================================================================
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