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Oracle r12 eb tax sql queries for functional implementers for troubleshooting oracle r12 upgrade and e-business tax implementa

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  • 1. Oracle R12 Upgrade and E-Business Tax Implementation Resources Navigation 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 Search this site CRM Strategy Research Build Deep Customer Knowledge. Download The Featured Report Now. Forrester.com/CRM-White-Paper Oracle R12 EBTax SQL Queries for Functional Implementers for Trou... https://sites.google.com/site/oracler12ebtax/oracle-r12-ebtax-sql-querie... 1 of 5 24/07/2012 12:55
  • 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(+) = Oracle R12 EBTax SQL Queries for Functional Implementers for Trou... https://sites.google.com/site/oracler12ebtax/oracle-r12-ebtax-sql-querie... 2 of 5 24/07/2012 12:55
  • 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 Oracle R12 EBTax SQL Queries for Functional Implementers for Trou... https://sites.google.com/site/oracler12ebtax/oracle-r12-ebtax-sql-querie... 3 of 5 24/07/2012 12:55
  • 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 Oracle R12 EBTax SQL Queries for Functional Implementers for Trou... https://sites.google.com/site/oracler12ebtax/oracle-r12-ebtax-sql-querie... 4 of 5 24/07/2012 12:55
  • 5. AND APS.EXCLUDE_FREIGHT_FROM_DISCOUNT IS NULL ============================================================================================================== Sign in | Report Abuse | Print Page | Remove Access | Powered By Google Sites Oracle R12 EBTax SQL Queries for Functional Implementers for Trou... https://sites.google.com/site/oracler12ebtax/oracle-r12-ebtax-sql-querie... 5 of 5 24/07/2012 12:55