How to create a basic setup configuration of eb tax in purchasing

3/17/2016 Document 562809.1
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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)
Modified: 25Feb2015 Type: HOWTO
In this Document
Goal
Solution

CREATE REGIME

CREATE TAX
CREATE TAX STATUS
CREATE TAX JURISDICTIONS

CREATE RATE
CREATE TAX RULES
MAKE TAX AVAILABLE FOR TRANSACTION
APPLIES TO:
Oracle Purchasing Version 12.0 to 12.2.4 [Release 12 to 12.2]
Information in this document applies to any platform.
GOAL
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 EBTax functionality.
Process start creating the regime, tax, tax status, jurisdiction, rate, tax rules and finish making the Tax Available For
Transactions. Then, create a standard purchase order in Oracle Purchasing to be sure the tax is calculated properly.
Note that this configuration is for testing purposes and is not intended to replace any EBTax configuration manual or
user's guide.
SOLUTION

CREATE REGIME
Go to Tax Administrator Responsibility > Tax Regimes > Create

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Main Details

Field Value
Tax Regime Code NAME US REGIME

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Name NAME US REGIME
Regime Level Country
Country Name United States
Effective From 01Apr2008
Parent Regime Code
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

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Click on Continue button

Field Value
Party Name Vision Operations – Operating Unit
Configuration for Tax & Rules Common Configuration
Configuration for Products Exception Common Configuration

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Click on Finish
CREATE TAX

Click on Taxes > Create

Field Value
Configuration Owner Global Configuration Owner
Tax Source Create a New Tax
Tax NAME US TAX
Tax Name NAME US TAX

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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 01Apr2008
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

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Field Value
Tax NAME US TAX
Tax Status Code NAME US STATUS
Tax Rate Code NAME US RATE
Tax Jurisdiction Code NAME US JURISDICTION
Rate Type Percentage
Percentage Rate 5.5

Click on Rate Details icon

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Field Value
Set As Default Yes
Default Effective Date 01Apr2008

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CREATE TAX RULES

Field Value
Tax NAME US TAX
Click on Go button

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

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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
See the following warning:

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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

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See the Tax calculated correctly:

3/17/2016 Document 562809.1

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