ebtax migrating from 11i to r12

8/18/2019 EBTax Migrating From 11i to R12

1/56

Copyright © 2014, Oracle and/or its affiliates. All rights reserved.1


2/56


Oracle Advisor Webcast Program

Current schedule

Archived recordings

Doc ID 740966.1

https://support.us.oracle.com/oip/faces/secure/km/DocumentDisplay.jspx?id=740966.1https://support.us.oracle.com/oip/faces/secure/km/DocumentDisplay.jspx?id=740966.1


3/56


E-Business Tax Webcast Series1. Prerequisites for Regime to Rate Flow Creat

COMPLETED

2. Basic Overview, Regime To Rate Setup & Tr

(US Based Setup) From A Financials PerspeCOMPLETED

3. Regime to Rate Setup & Transactional Flow

Setup) From A Manufacturing Perspective –

4. Advanced Setups From A Financials Perspe

COMPLETED

5. Fiscal Classification Types & Their Creation F

Calculation From A Manufacturing PerspectivCOMPLETED

6. TODAY : Migrating From 11i To Release 12

Doc ID 740966.1 upcoming & archived Advisor

Teleconference Access:

VOICE STREAMING

ENABLED

North America:

877-664-9143

International:

706-634-8961

Conference ID: 2152576

Doc ID 1626087.1

http://support.oracle.com/rs?type=doc&id=740966.1http://support.oracle.com/rs?type=doc&id=1626087.1http://support.oracle.com/rs?type=doc&id=1626087.1http://support.oracle.com/rs?type=doc&id=740966.1


4/56


The following is intended to outline our general produc

direction. It is intended for information purposes only, a

may not be incorporated into any contract. It is not a

commitment to deliver any material, code, or functiona

and should not be relied upon in making purchasing de

The development, release, and timing of any features functionality described for Oracle’s products remains a

sole discretion of Oracle.

Safe Harbor Statement


5/56

Oracle Advisor WebcastE-Business Tax Series, Session 6 –

Migrating from 11i to Release 12

Annapurna Chittilla, Principle Technical

Support Engineer


6/56Copyright © 2014, Oracle and/or its affiliates. All rights reserved.6

E-Business Tax Webcast Series, SessiResource Links To access the E-Business Tax Series, Session 6 – Migrat

11i to Release 12 webcast recording: https://oracleaw.webex.com/oracleaw/lsr.php?RCID=bfd2805b680a59d75c4308a9

Continue the Discussion! To ask questions on any of the

in the E-Business Tax Webcast Series and to review the w

Q&As: https://community.oracle.com/thread/3550398

Note: The link to download the presentation PDF is includ

Continue the Discussion link above.

https://oracleaw.webex.com/oracleaw/lsr.php?RCID=bfd2805b680a59d75c4308a909d4b9c7https://community.oracle.com/thread/3550398https://community.oracle.com/thread/3550398https://oracleaw.webex.com/oracleaw/lsr.php?RCID=bfd2805b680a59d75c4308a909d4b9c7https://oracleaw.webex.com/oracleaw/lsr.php?RCID=bfd2805b680a59d75c4308a909d4b9c7


7/56


Objectives

Understand what happens during

the upgrade process

Learn how to create Tax Groups

in the migrated environment


8/56


Upgrade Process

Fresh Implementation

Partner Integrations

Localizations

Demonstration

Troubleshooting Tips

Agenda


9/56


Functionality supported by Oracle E-Business Tax:

– Procure to Pay Transactional Taxes

– Order to Cash Transactional Taxes

– Sales and Use Tax (Location Based Tax)

– Tax Reporting

– Tax on General Ledger

Upgrade Process


10/56


Functionality not migrated to Oracle E-Business Tax:

– Latin Tax Engine

– Payables Withholdings

– Payables Extended Withholdings (Latin America)

– Brazilian Withholding Tax Calendar

Functionality not available in Oracle E-Business Tax:

– Payroll Taxes (Oracle HRMS)

– Property Taxes (Oracle Assets)

Upgrade Process


11/56


Implementation Options

What Happens During the Upgrade

Mapping of 11i Tax Entities With E-BTax

Defaulting Hierarchy

Upgrade Process


12/56


1. Upgrade Path

Standard migration

Completely automated

11i tax functionality supported out of the box

2. Upgrade + New Features

Minimum setup changes

Allows enhanced E-BTax functionality Can be tailored based on business needs

3. Fresh Implementation

Fully utilizing E-BTax functionality and features



13/56






Upgrade Process


14/56


Created during migration

Available as Regime Determination Set on Configuratio

Option for the Operating Unit Owning Tax Content

Shortcut approach used to calculate tax

Tax is calculated based on the 11i Approach

Standard Tax Classification (STCC) Tem


15/56


Data Ownership of Upgraded Data

Item Release 11i R12

Tax Codes Each Application &

Operating Unit (OU)

Single source for tax determi

calculation services

Operating Units

with Release 11i

Tax Setup

Operating Units Party-specific Configuration O

Operating unit owns tax setu

Location-based tax

setup

Receivables or

Projects tax setup

Part of the common configura

Configuration Owner owns lo

tax setup

Supplier & Supplier

Sites

Owned by Accounts

Payable (AP)Migrated to Trading Comm

Architecture (TCA) as TCA

Party Sites


16/56



Tax Recovery enabled at Financial SystemsOptions level

Regime and Tax Le

Recovery Rules Accounting based Recovery Rate Ru

Tax Registrations HR locations or HR

Organization levels

Tax Registrations a

Profile for Legal Es

Upgrade of Tax Recovery And Registra


17/56



Override of Customer

Exemptions

Responsibility level

Profile Options

Application Tax Option

specific Operating Uni Application

Overriding Of Inclusive

Tax Lines

Receivables Systems

Options

Configuration Owner T

for a specific Configura

& Application

Tax Rounding

Override

Receivables System

Options, Customer, &Customer Sites

Tax Regime & Tax Lev

Tax Rate Override Tax Code level Tax Status level

Override Options


18/56



Receivables Tax

Calculation Flag onTransaction Types

Tax Calculation checkbox Default Tax Classific

checkbox

Different credit

percentages for Tax

and Line for AR Credit

Transactions

When an applied Credit

Memo is created, users

can specify different

percentages of lines and

taxes to be credited

The user is no longe

credit different perce

Line and Tax

Receivables Address

Validation Parameter

System Parameters

address validation level

Trading Community

(TCA) Geography S

address validation p

Receivables Side Setup


19/56


Create Tax Regime for each Geography structure defined at Rec

Systems Options level

Hard coded tax called "LOCATION“ upgraded as 'dummy' tax Other taxes created for each qualifier of the Sales Tax Key Flexf

Such as STATE, COUNTY and CITY

Automatically create Tax Jurisdictions for each Tax Zone within t

Regime and Tax

Tax calculated based on the 11i Approach

Location Based Tax Upgrade


20/56


Single repository containing detailed, fully-allocated tax

Tax Line IDs / Tax Distributions IDs are

Stamped on AR/AP Tax Lines to allow for reconciliation be

Tax Repository and Product Transactions

Carried on the accounting transactions to allow reconciliat

Product Tax Transactions and Tax Accounts

Tax Transactional Upgrade


21/56


Release 11 i Release 12

Invoice Freight as Revenue eBTax: Invoice Freight as

Tax Inventory Item for Freight eBTax: Inventory Item for F

Tax: Allow Ad Hoc Tax Changes eBTax: Allow Ad Hoc Tax C

Tax: Allow Manual Tax Lines eBTax: Allow Manual Tax L

Tax: Allow Override of Customer

Exemptions

eBTax: Allow Override of C

ExemptionsTax: Allow override of tax code eBTax: Allow Override of T

Classification Code

Tax Profile Upgrade


22/56


Location-based tax

Tax Regime: ||"-SALES_

"|| Example - US-SALES-Tax-101

For State level Tax Jurisdictions: Geography_type||'-'||

location_segment_user_value)||'-'|| from_postal_code

Example - ST-CA-90000-00

Non-location-based tax

Tax Regime:|| or ||

Naming Convention


23/56






Upgrade Process


24/56


R e l e a s e 1 1 i

Basic Location Based Tax Setup

Tax Regime

Tax Codes

STANDARD

CA TX

STANDARD

Statuses

99456 - 99492

Jurisdictions

10%

9956

Tax Zones

Tax Rate Code

Sales Tax Location

Flexfield Structure

State CityStructure Qualifiers

CA TX

County

DL

99456 - 99492

State Values

10% 15%

99562 - 99572

Postal Code Ranges

Rate Percentages

State County

T C d & G (Mi d)


25/56


Release 11i Release 12

TC1

7%TC2

8%

Tax Code Tax Code

TG1

Tax Group

Tax Regime

TC1 TC2

Tax Code

STANDARD

Tax Status

STAN

Tax S

7%

Tax Rate

8%

Tax R

T

R

TG1

Tax Classification Code

Tax Codes & Groups (Migrated)

T C d d G (Mi t d)


26/56


Release 11i Release 12

Tax Code Nature Regime to Rate

Setup

Tax Rule

TG Tax Group No NA

TC1 Tax Code Yes Direct Rate DetermRule:

If Tax Classification

TG Then Tax is AppTC2 Tax Code Yes

TC3 Tax Code Yes

Tax Codes and Groups (Migrated)

U d P


27/56






Upgrade Process

D f lti Hi h


28/56



• AR / AP / PO / PA System Options upgraded as Tax Classificatio

Defaulting Hierarchy in the Application Tax Options for each OU a

Product


29/56


Live Demonstration – Application Tax Options

Fresh Implementation Anal e Req i


30/56


BParty

Pro

P

Who are you? A corporation, Government, non-governme

What are your operations/businesses?

Where do your businesses operate? (Place)

What type of business do you conduct? (Process)

What products/services do you buy or sell? (Product)

Who are your customers and suppliers? (Party)

What taxes are you subject to?

Fresh Implementation – Analyze Requi

Fresh Implementation Consideration


31/56


Configuration ownership

Global

Operating Unit (OU) specific Exemptions must be created manually

No interface

No Application Programming Interface (API) (Party Tax Profi

Geographical Location Information (API for US location on

User defined PL/SQL Taxable Basis Type at Tax Code lev

R12

Fresh Implementation – Consideration



32/56


What are partner integrations?

Who are the certified partners?

Vertex

Taxware

Setup

Service Mappings

Service Extensions How does it work?




33/56



Localizations


34/56


Separate Tax engine

India Localization

Latin America Localization

Extend E-Business Tax

China Golden Tax Adaptor

EMEA Localizations Asia Localizations

Localizations

Business Scenario


35/56


Migrated from 11i to R12

Used Group Taxes in 11i

How do we keep the same flow in R12 for new taxes?

Business Scenario


36/56

Troubleshooting


37/56


When Tax does not calculate as expected, verify the follow

1. Configuration Owner & Regime Subscription

2. Event Class Settings3. Regime to Rate flow

4. Trading Community Architecture (TCA)

5. Tax Rules

Troubleshooting

Troubleshooting


38/56


1. Configuration Owner & Regime Subscription

Troubleshooting

Troubleshooting


39/56


2. Event Class Settings

Troubleshooting

Troubleshooting


40/56


3. Regime to Rate Flow – verify:

Every set up entity is effective for the transaction date

There is a default status Each status has a default rate

4. Trading Community Architecture (TCA) – verify if the:

Geography Structure is defined for the country of taxation

Tax Validation flag is checked for all types of geography

Geography value (e.g., value of a state etc.) is available in g

values in TCA

Troubleshooting

Troubleshooting


41/56


5. Tax Rules – check:

Default place of supply or the rule for the place of supply

If tax is applicable by default

At least one rule must be satisfied

Troubleshooting

Summary


42/56


SummaryWhat we covered today

What happens with E-BTax when

upgrading from Release 11i to 12 How various components map

between Release 11i and 12

Demonstrations of Tax Options and

Group Tax in Release 12

Troubleshooting tips

Top Articles and Community Links


43/56



Upgrade:

– How to Perform a Sanity Check To Verify if the Upgrade W

Successful (Doc ID 1596476.1) – How to Setup a Group Tax in R12 E-Business Tax (EBTax)

1604480.1)

– Oracle Financials and Oracle Procurement Functional Upg

Guide: Release 11i to Release 12

– Overview of the E-Business Tax R12 Upgrade for Order to (Important Pre-Upgrade Patches to Consider) (Doc ID 810

– Case Study: How to Switch From an Upgraded Tax Regime

Tax Regime - Canada HST example (Doc ID 1062897.1)


http://support.oracle.com/rs?type=doc&id=1596476.1http://support.oracle.com/rs?type=doc&id=1604480.1http://support.oracle.com/rs?type=doc&id=810443.1http://support.oracle.com/rs?type=doc&id=1062897.1http://support.oracle.com/rs?type=doc&id=1062897.1http://support.oracle.com/rs?type=doc&id=810443.1http://support.oracle.com/rs?type=doc&id=1604480.1http://support.oracle.com/rs?type=doc&id=1596476.1


44/56



Tax Partners:

– Oracle E-Business Tax: Vertex Q-Series and Taxware Sale

Tax System Implementation Guide - Release 12 – Using Vertex Q Series and Troubleshooting the Integration

eBTax (Doc ID 761438.1)

– Using Taxware and Troubleshooting the Integration with R1

(Doc ID 806575.1)

– http://www.oracle.com/us/partnerships/solutions/index.html#cu


http://support.oracle.com/rs?type=doc&id=761438.1http://support.oracle.com/rs?type=doc&id=806575.1http://www.oracle.com/us/partnerships/solutions/index.htmlhttp://www.oracle.com/us/partnerships/solutions/index.htmlhttp://support.oracle.com/rs?type=doc&id=806575.1http://support.oracle.com/rs?type=doc&id=761438.1


45/56


p y

Localizations:

– Oracle Golden Tax Adaptor for Mainland China Release No

Release 12.1.1 (Doc ID 811483.1) – Troubleshooting Latin America Tax Release 12 Tax Calcula

Issues (Doc ID 784692.1)

– India Localization uptake of E-Business Tax in R12 (Doc ID

472055.1)

Top Articles & Community Links

http://support.oracle.com/rs?type=doc&id=811483.1http://support.oracle.com/rs?type=doc&id=784692.1http://support.oracle.com/rs?type=doc&id=472055.1http://support.oracle.com/rs?type=doc&id=472055.1http://support.oracle.com/rs?type=doc&id=472055.1http://support.oracle.com/rs?type=doc&id=472055.1http://support.oracle.com/rs?type=doc&id=784692.1http://support.oracle.com/rs?type=doc&id=811483.1


46/56


p y

Continue the discussion! For follow up questions on topicin this webcast, connect via this E-Business Tax Community thr

https://community.oracle.com/thread/3550398

E-Business Tax Community:

https://community.oracle.com/community/support/oracle_e-business_suite/e-business_

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/procuremen

Receivables Community:

https://community.oracle.com/community/support/oracle_e-business_suite/receivables

Stay Connected

https://community.oracle.com/thread/3550398https://community.oracle.com/community/support/oracle_e-business_suite/e-business_taxhttps://community.oracle.com/community/support/oracle_e-business_suite/payableshttps://community.oracle.com/community/support/oracle_e-business_suite/procurementhttps://community.oracle.com/community/support/oracle_e-business_suite/receivableshttps://community.oracle.com/community/support/oracle_e-business_suite/receivableshttps://community.oracle.com/community/support/oracle_e-business_suite/receivableshttps://community.oracle.com/community/support/oracle_e-business_suite/receivableshttps://community.oracle.com/community/support/oracle_e-business_suite/procurementhttps://community.oracle.com/community/support/oracle_e-business_suite/procurementhttps://community.oracle.com/community/support/oracle_e-business_suite/procurementhttps://community.oracle.com/community/support/oracle_e-business_suite/payableshttps://community.oracle.com/community/support/oracle_e-business_suite/payableshttps://community.oracle.com/community/support/oracle_e-business_suite/payableshttps://community.oracle.com/community/support/oracle_e-business_suite/e-business_taxhttps://community.oracle.com/community/support/oracle_e-business_suite/e-business_taxhttps://community.oracle.com/community/support/oracle_e-business_suite/e-business_taxhttps://community.oracle.com/community/support/oracle_e-business_suite/e-business_taxhttps://community.oracle.com/community/support/oracle_e-business_suite/e-business_taxhttps://community.oracle.com/thread/3550398


47/56


y

Twitter: @Oracle_EBS Facebook: OracleEBusinessSuiteSupport

Blog: http://blogs.oracle.com/EBS

My Oracle Support EBS Community:https://community.oracle.com/community/support/oracle_e-business_s

Oracle E-Business Suite Support Social Media Channels


https://twitter.com/Oracle_EBShttp://www.facebook.com/OracleEBusinessSuiteSupporthttp://blogs.oracle.com/EBShttps://community.oracle.com/community/support/oracle_e-business_suitehttps://community.oracle.com/community/support/oracle_e-business_suitehttps://community.oracle.com/community/support/oracle_e-business_suitehttps://community.oracle.com/community/support/oracle_e-business_suitehttp://blogs.oracle.com/EBShttp://www.facebook.com/OracleEBusinessSuiteSupporthttps://twitter.com/Oracle_EBS


48/56


Locating Current Schedule & Archived Recordings

From Doc ID 740966.1

drill down to your area of interest

For us, E-Business

Suite (EBS)




49/56


gLocating Current Schedule & Archived Recordings For EB

Access the EBS page

directly via Doc ID1455369.1

Drill down to your area of

interest


https://support.us.oracle.com/oip/faces/secure/km/DocumentDisplay.jspx?id=1455369.1https://support.us.oracle.com/oip/faces/secure/km/DocumentDisplay.jspx?id=1455369.1https://support.us.oracle.com/oip/faces/secure/km/DocumentDisplay.jspx?id=1455369.1https://support.us.oracle.com/oip/faces/secure/km/DocumentDisplay.jspx?id=1455369.1


50/56


Note:

Click column headings to

sort

Hover on Webcast Title for

more information

Recordings available within

48 hours

Continue the discussion on

a webcast or ask questions

via the Questions? link

Locating Current Schedule & Archived Recordings For EB

Where Can I Get The Slides From This


51/56


1. PDF link from Doc ID 740966.1 (within 48 hours)

2. E-BTax Community >Content Tab > Documents (within 24 hou

Accessing My Oracle Support Commun



52/56


1. Via My Oracle Support ->

Community Tab2. Directly – https://communities.orac

Learn More

https://support.oracle.com/https://community.oracle.com/https://community.oracle.com/https://support.oracle.com/


53/56


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/

Ask the Get Proactive Team

[email protected]

Available References and Resources to Get Proactive

http://www.oracle.com/goto/proactivesupporthttps://support.us.oracle.com/https://blogs.oracle.com/getproactive/mailto:[email protected]:[email protected]:[email protected]:[email protected]://blogs.oracle.com/getproactive/https://support.us.oracle.com/http://www.oracle.com/goto/proactivesupport


54/56


Questions & Answers


55/56


THANK YOU


56/56
