seven easy steps to configure complex rules in e...

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Presented By

Ashish Nagarkar

anagarka@astcorporation.com

Seven Easy Steps to Configure Complex Rules

in

E-Business Tax August 26, 2014 (9:30 – 10:30 AM)

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Agenda

Introduction to E-Business Tax

Architecture Overview

Tax Processing Overview

Key Concepts

Key Configuration Flow

Setting up Rules

Q & A

Oracle E-Business Tax

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Oracle E-Business Tax Introduction

New Product

Infrastructure for Tax Knowledge Management

Global System Architecture

Configurable and Scalable

Single Point Solution

Tax Service to all E-Business Suite Business Flows

One Application Interface

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Oracle E-Business Tax Requirements met in R12

Sales and Use Tax in Procurement

Self-Assessed Tax in Payables

Multiple Registrations

Deferred Tax in AP

Enhanced Handling of Tax on Freight

Enhanced Exemptions and Exceptions

Multiple Inclusive, Compounding

Quantity Based Rates in Procurement

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Agenda

Introduction to E-Business Tax

Architecture Overview

Tax Processing Overview

Key Concepts

Key Configuration Flow

Q & A

Oracle E-Business Tax

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Oracle E-Business Tax Architecture Overview

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Agenda

Introduction to E-Business Tax

Architecture Overview

Tax Processing Overview

Key Concepts

Key Configuration Flow

Q & A

Oracle E-Business Tax

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Oracle E-Business Tax Tax Processing Overview

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Oracle E-Business Tax Tax Processing Overview

• Legal Entities

• First and Third Party

• Ship From / To, Bill From / To, etc.

• Capture First and Third Party

• Tax Registrations

• Classifications

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Oracle E-Business Tax Tax Processing Overview

• Party Locations

• Define and Validate Party

Locations

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Oracle E-Business Tax Tax Processing Overview

• Type (Physical Nature)

• Categories

• Fiscal Classifications

• Intended Use

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Oracle E-Business Tax Tax Processing Overview

• Document Type

• Transaction Business

Categories

• Transaction Fiscal

Classifications

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Oracle E-Business Tax Tax Processing Overview

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Agenda

Introduction to E-Business Tax

Architecture Overview

Tax Processing Overview

Key Concepts

Key Configuration Flow

Q & A

Oracle E-Business Tax

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Oracle E-Business Tax Key Concepts

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Oracle E-Business Tax Key Concepts

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Oracle E-Business Tax Key Concepts

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Oracle E-Business Tax Key Concepts

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Agenda

Introduction to E-Business Tax

Architecture Overview

Tax Processing Overview

Key Concepts

Key Configuration Flow

Q & A

Oracle E-Business Tax

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Oracle E-Business Tax Overall Product Configuration Flow

Legal Entity

and

Establish.

Tax

Authorities

Lookup

Codes

Item

Category /

Categ. Sets

Tax

Zones

Party Class

Categ. And

Codes

Tax

Auth.

Tax

Profile

1st Party

Tax

Profile

Oracle E-Business Tax Overall Configuration Flow

External Components eBTax Components

Regime

To

Rates

Tax

Rules

Recovery

Rates

Tax

Jurisdictions

3rd Party

Tax

Profile

Registrations

Exemptions

1st Party

Tax

Profile

Exceptions

Product

Classifications

Transaction

Classifications

Party

Classifications

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Oracle E-Business Tax Regime to Rates Flow with US Sales Tax

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Oracle E-Business Tax Regime to Rates Flow with US Sales Tax

Demo

Regime to Rate Flow

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Oracle E-Business Tax Configurations

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Oracle E-Business Tax Configurations – Create Tax Regime

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Oracle E-Business Tax Configurations

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Oracle E-Business Tax Configurations – Tax Regime

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Oracle E-Business Tax Configurations – Tax Regime

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Oracle E-Business Tax Configurations – Create Tax

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Oracle E-Business Tax Configurations – Create Tax

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Oracle E-Business Tax Configurations – Create Tax

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Oracle E-Business Tax Configurations – Create Tax

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Oracle E-Business Tax Configurations – Create Tax Status

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Oracle E-Business Tax Configurations – Create Tax Status

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Oracle E-Business Tax Configurations – Tax Jurisdictions

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Oracle E-Business Tax Configurations – Tax Jurisdictions

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Oracle E-Business Tax Configurations – Tax Jurisdictions

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Oracle E-Business Tax Configurations – Create Tax Rate

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Oracle E-Business Tax Configurations – Create Tax Rate

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Oracle E-Business Tax Party Tax Profile Flow

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Oracle E-Business Tax Configurations – Party Tax Profiles

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Oracle E-Business Tax Configurations – Party Tax Profile

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Oracle E-Business Tax Party Tax Profile – Legal Establishments

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Oracle E-Business Tax Party Tax Profile – Registrations

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Oracle E-Business Tax Party Tax Profile – Third Party

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Oracle E-Business Tax Third Party - Registrations

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Oracle E-Business Tax Third Party - Registrations

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Agenda

Introduction to E-Business Tax

Architecture Overview

Tax Processing Overview

Key Concepts

Key Configuration Flow

Setting up Rules

Q & A

Oracle E-Business Tax

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Oracle E-Business Tax Rules - Example

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Oracle E-Business Tax Tax Determining Factors

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Oracle E-Business Tax Tax Determining Factors

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Oracle E-Business Tax Tax Determination Service Flow

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Oracle E-Business Tax Configurations – Tax Rules

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Oracle E-Business Tax Tax Rules Guided Flow

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Oracle E-Business Tax Configurations – Tax Rules

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Oracle E-Business Tax Configurations – Tax Rules

Define Rules

• Guided Entry

• Expert Entry

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Oracle E-Business Tax Configurations – Tax Rules

Guided Entry Steps

• General Information

• Rule Conditions

• Rule Results

• Rule Order

• Rule Sets

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Oracle E-Business Tax Configurations – Tax Rules

General Information

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Oracle E-Business Tax Configurations – Tax Rules

Rule Conditions - Transaction

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Oracle E-Business Tax Configurations – Tax Rules

Rule Conditions - Party

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Oracle E-Business Tax Configurations – Tax Rules

Rule Conditions - Product

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Oracle E-Business Tax Configurations – Tax Rules

Rule Results – Applicable / Not Applicable

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Oracle E-Business Tax Configurations – Tax Rules

Rule Order – Enable to use the rule.

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Oracle E-Business Tax Configurations – Tax Rules

Rule Sets – Factor Set and Condition Set.

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Oracle E-Business Tax Configurations – Tax Rules

Expert Entry Steps

• General Information

• Rule Conditions

• Rule Results

• Rule Order

• Rule Sets

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Oracle E-Business Tax Configurations – Tax Rules

General Information

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Oracle E-Business Tax Configurations – Tax Rules

Rule Conditions

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Oracle E-Business Tax Configurations – Tax Rules

Rule Order

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Oracle E-Business Tax Configurations – Tax Rules

Re-query Tax Rules

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Oracle E-Business Tax Configurations – Tax Rules

Add New rules and define conditions

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Oracle E-Business Tax Regime to Rates Flow with US Sales Tax

Demo

Define Rules

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Oracle E-Business Tax Product Fiscal Classifications Flow

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Oracle E-Business Tax Rules - Example

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Oracle E-Business Tax Tax Determination Services – Solution Overview

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Oracle E-Business Tax Tax Determination Services – Solution Overview

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Questions and Answers

Contact Information

Ashish Nagarkar

Email: anagarka@astcorporation.com

Phone: 630-778-1180

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