Upgrade Process

Agenda- Upgrade ProcessOverview of Tax In 11iMapping of 11i Tax entities with eBTax

Overview of Tax in 11i

Location Based TaxesTax Codes and Groups

Agenda- Overview of Tax in 11i

Tax in 11i- Location Based Tax

Tax in 11i- Location Based TaxesTax Code

Tax in 11iTax in 11i- Location Based TaxesTax Locations and Rates (State Level)

Tax in 11i- Location Based TaxesTax Locations and Rates (County Level)

Tax in 11i- Location Based TaxesTax Locations and Rates (City Level)

Mapping of 11i Tax entities with eBTax

Location based tax Mapping

Tax set up Mapping

Location based tax Mapping

Sales Tax Location Flexfield Structure

Structure qualifiers

Sate

City

County

CA

DL

TX

Different States Values

99456 to 99492

10%

99562 to 99572

Postal Code Ranges

15%

Rate Percentage

Rate Percentage

Location Base Tax Set Up in 11i

Location based tax Mapping

Sales Tax Location Flexfield Structure

Structure qualifiers

Sate

City

County

CA

DL

TX

Different States Values

99456 to 99492

10%

99562 to 99572

Postal Code Ranges

15%

Tax Regime

Rate Percentage

Rate Percentage

Location Base Tax Set Up in 11i

Location Base Tax Migration in R12

Location based tax Mapping

Sales Tax Location Flexfield Structure

Structure qualifiers

Sate

City

County

CA

DL

TX

Different States Values

99456 to 99492

10%

99562 to 99572

Postal Code Ranges

15%

Tax Regime

Rate Percentage

Rate Percentage

Taxes

Sate

City

County

Status

Location Base Tax Set Up in 11i

Location Base Tax Migration in R12

Standard

Standard

Standard

Status

Status

Location based tax Mapping

Sales Tax Location Flexfield Structure

Structure qualifiers

Sate

City

County

CA

DL

TX

Different States Values

99456 to 99492

10%

99562 to 99572

Postal Code Ranges

15%

Tax Regime

Rate Percentage

Rate Percentage

Taxes

Sate

City

County

Status

CA

DL

TX

Jurisdictions

99456 to 99492

99562 to 99572

Tax Zones

Location Base Tax Set Up in 11i

Location Base Tax Migration in R12

Standard

Standard

Standard

Status

Status

Location based tax Mapping

Sales Tax Location Flexfield Structure

Structure qualifiers

Sate

City

County

CA

DL

TX

Different States Values

99456 to 99492

10%

99562 to 99572

Postal Code Ranges

15%

Tax Regime

Rate Percentage

Rate Percentage

Taxes

Sate

City

County

Status

CA

DL

TX

Jurisdictions

99456 to 99492

99562 to 99572

Tax Zones

10%

15%

Tax Rate Code

Tax Rate Code

Location Base Tax Set Up in 11i

Location Base Tax Migration in R12

Standard

Standard

Standard

Status

Status

Upgraded Location Based Tax in R12 Tax Definition Hierarchy: Regime (DEMO)

Upgraded Location Based Tax in R12 Tax Definition Hierarchy: Taxes (DEMO)

Upgraded Location Based Tax in R12 Tax Definition Hierarchy: State Tax (DEMO)

Upgraded Location Based Tax in R12 Tax Definition Hierarchy: Statuses (DEMO)

Upgraded Location Based Tax in R12 Tax Definition Hierarchy: Tax Jurisdiction (DEMO)

Upgraded Location Based Tax in R12 Tax Definition Hierarchy: Tax Jurisdiction (DEMO)

Upgraded Location Based Tax in R12 Tax Definition Hierarchy: Rates (DEMO)

Upgraded Location Based Tax in R12 TCA Geography Hierarchy: Tax Zone Types (DEMO)

Upgraded Location Based Tax in R12 TCA Geography Hierarchy: Tax Zone Types (DEMO)

Upgraded Location Based Tax in R12 TCA Geography Hierarchy: (Tax Defaults)

Upgraded Location Based Tax in R12Location Tax Determination Rules (DEMO)If Tax Classification Code = Location, Then Tax is ApplicableTax Rate would be the Jurisdiction (location) specific rate.

Tax Code and Groups Mapping

Tax Codes and Groups In 11i

Tax Codes in 11i

Tax Groups In 11i

Mapping of 11i Tax entities with eBTax

Tax Code and Groups Mapping

GST

Tax Codes and Groups in 11i

PST

HST

Tax Code

Tax Code

Tax Group

Tax Code and Groups Mapping

GST 7%

Tax Codes and Groups in 11i

Tax Codes and Groups Migration in R12

Tax Regime CA-Tax

PST 8%

HST

Tax Code

Tax Code

Taxes

GST

Status

Standard

GST 7%

Tax Rate

PST

Standard

PST 8%

Tax Rate

Taxes

Status

Tax Group

Tax Code and Groups Mapping

GST 7%

Taxes

GST

Status

Tax Codes and Groups in 11i

Tax Codes and Groups Migration in R12

Standard

Tax Regime CA-Tax

Standard

PST 8%

PST 8%

HST

GST 7%

Tax Rate

Taxes

Status

Tax Rate

HSTTax Classification Code

Tax Code

Tax Code

Tax Rules

PST

Tax Group

Upgraded Tax Groups in R12 Tax Definition Hierarchy: Regime (DEMO)

Upgraded Tax Groups in R12 Tax Definition Hierarchy: Tax (DEMO)

Upgraded Tax Groups in R12 Tax Definition Hierarchy: Tax Status (DEMO)

Upgraded Tax Groups in R12 Tax Definition Hierarchy: Tax Rate (DEMO)

Tax Code and Groups MappingIf tax codes are not part of any tax groups then there will be no Direct Rate Determination rule

Tax Code in 11iNatureeBTax Regime to Rate Set upTax RuleHSTTax GroupNoNAGSTTax CodeYesDirect Rate Determination rule If Tax classification code = HST then tax is applicablePSTTax CodeYes

Upgraded Defaulting Hierarchy in R12 Tax Group Determination RulesFor GST If Tax Classification Code = HST, Then Tax is Applicable

Upgraded Defaulting Hierarchy in R12 Tax Group Determination RulesFor PST If Tax Classification Code = HST, Then Tax is Applicable

Information SourceChapter 3 of Oracle Financials and Oracle Procurement Functional Upgrade Guide: Release 11i to Release 12

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Thank You.

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