Oracle Applications

Oracle for Beginners

Archive for the ‘Setup’ Category

High Level Setup for Oracle E-Business Tax

Posted by shameemakhtar on June 30, 2009


Platform: R12

Copyright Info: Document from Oracle Help

Oracle E-Business Tax Setup Prerequisites

Complete the setup tasks in the E-Business Suite applications that E-Business Tax uses for tax-related processes. These setup tasks include:

  • Legal Entities and Establishments – Set up legal entities and establishments to represent the first parties and tax authorities involved in your tax transactions.
  • Lookup Codes – Set up lookup codes for E-Business Tax lookup types.
  • Inventory Item Category Sets and Categories – Set up Inventory item categories for the items involved in your tax transactions. You associate Inventory item categories with product fiscal classifications to use in tax determination.
  • TCA Party Class Categories and Codes – Set up TCA classifications to create tax-related categories to classify third parties for tax purposes.
  • Tax Zones – Set up tax zones to group together geographical regions that share the same tax requirement.

Tax Configuration

Complete the E-Business Tax setup tasks to create a basic tax configuration for each of your tax regimes. A basic tax configuration contains the data applicable to the taxes belonging to a tax regime.

The tax configuration setup tasks are:

  • Tax Authority Party Tax Profiles – Set up a party tax profile for each tax authority involved in your transaction taxes.
  • Tax Regimes – Set up tax regimes in each country and geographical region where you do business and where a separate tax applies.
  • First Party Legal Entity Party Tax Profiles – Set up a party tax profile for each first party legal entity involved in your transaction taxes. When you first set up the party tax profile, set up configuration options for the tax regimes associated with the party.
    • Configuration Options – Set up configuration options to associate tax regimes with first parties.
    • Service Subscriptions and Exclusions – Where applicable, set up service subscriptions and service exclusions to use the tax services of external service providers for tax calculation.
  • Taxes – Set up a record for each of the taxes belonging to a tax regime.
  • Tax Reporting Codes – Set up tax reporting types and tax reporting codes to capture additional tax information on transactions for your tax reports, and apply them to the entities that you want to report on for each tax.

Where applicable, add tax reporting codes for the tax.

  • Tax Status – Set up the tax statuses for each tax.
  • Tax Jurisdictions – Set up tax jurisdictions for each tax to identify the geographical locations where the tax authority levies the tax.
  • Tax Recovery Rates – Set up tax recovery rates for each tax for full or partial recovery of taxes on transactions.
    • Tax Accounts – Where applicable, enter or update tax accounts for each tax recovery rate.
  • Tax Rates – Set up tax rates for each tax.
    • Tax Accounts – Where applicable, enter or update tax accounts for each tax rate.
    • Tax Reporting Codes – Where applicable, add tax reporting codes for each tax rate.

Fiscal Classification System

Complete the E-Business Tax setup tasks for fiscal classifications, if you intend to use fiscal classifications in the creation of tax rules for tax determination. Complete each setup task that applies.

  • Oracle Inventory – Set up Inventory-based product fiscal classification types using Oracle Inventory category sets. The product fiscal classification is defaulted on the transaction line for any item that belongs to the inventory category set.
    • Product Classification – Set up product fiscal classifications against an Inventory category set.
    • Product Intended use – Set up product intended use fiscal classifications against an Inventory category set when the intended use of the Inventory item is a factor either in tax determination or the tax recovery rate.
  • Non-Inventory – Set up non-Inventory-based product fiscal classification types using the E-Business Tax product category. You use the E-Business Tax product category if you do not use Oracle Inventory and for other special product classification needs.
    • Product Classification – Set up product fiscal classifications using the E-Business Tax product category. You can enter these product fiscal classification codes on a transaction line irrespective of the item.
    • Product Intended Use – Set up product intended use fiscal classifications using the E-Business Tax product category when the intended use of the product fiscal classification is a factor either in tax determination or the tax recovery rate.
  • Party Classification – Set up party fiscal classifications for your customers and customer sites and suppliers and supplier sites. You can also use the legal classification tax usage of legal activity codes according to your tax determination and tax reporting requirements.
  • Transaction Classification – Set up transaction fiscal classifications to classify transactions for tax determination and tax reporting purposes.
  • Transaction Business Categories – Set up a hierarchy of transaction fiscal classification codes under transaction business categories to identify specific transaction events.
  • Document Classification – Set up document fiscal classifications to classify transactions that require special documentation to accompany the transaction.
  • User Defined Transaction Classification – Set up user defined transaction fiscal classification codes to classify any tax requirement that you cannot define using the existing fiscal classification types.

Country Defaults

Set up country default controls to default tax registration information for the applicable tax regimes and taxes to legal establishment party tax profiles.

Tax Exceptions

Set up tax exceptions to apply special tax rates to products.

Tax Rules

Set up tax rules to manage the setup and execution of the E-Business Tax tax determination process for your tax regimes and taxes.

Complete First Party Legal Entity Party Tax Profile

Complete the party tax profile of the first party legal entity.

  • Party Classifications – If applicable, associate party fiscal classification codes with this party to use as determining factors in tax rules.
  • Tax Reporting Codes – If you associated tax reporting types with party tax profile, enter any applicable tax reporting codes.

First Party Legal Establishment Party Tax Profile

Complete the party tax profile for each legal establishment belonging to the first party legal entity.

  • Tax Registration – Set up tax registrations records for the first party legal establishment.
    • Tax Accounts – Where applicable, enter or update tax accounts for each tax registration.
    • Tax Reporting Codes – If you associated tax reporting types with tax registration, enter any applicable tax reporting codes.
  • Party Fiscal Classifications – If applicable, associate party fiscal classification codes with this party to use as determining factors in tax rules.
  • Tax Reporting Codes – If you associated tax reporting types with party tax profile, enter any applicable tax reporting codes.

Party Tax Profiles for Third Parties

Set up third party tax profiles for your customers and customer sites and suppliers and supplier sites.

Customers

  • Party Tax Profile Details – Set up a party tax profile for each customer.
    • Tax Registration – Set up tax registrations records for the customer.
    • Tax Exemption – Set up tax exemptions for the customer and customer sites.
    • Tax Reporting Codes – If you associated tax reporting types with tax registration, enter any applicable tax reporting codes.
  • Party Fiscal Classifications – If applicable, associate party fiscal classification codes with this party to use as determining factors in tax rules.
  • Tax Reporting Codes – If you associated tax reporting types with party tax profile, enter any applicable tax reporting codes.

Suppliers

  • Party Tax Profile Details – Set up a party tax profile for each supplier.
  • Party Fiscal Classifications – If applicable, associate party fiscal classification codes with this party to use as determining factors in tax rules.
  • Tax Reporting Codes – If you associated tax reporting types with party tax profile, enter any applicable tax reporting codes.

Configuration Owner Tax Options

Where applicable, set up configuration owner tax options for a combination of configuration owner and application event class.

Application Tax Options

Set up application tax options to update migrated tax setup or to create new tax setup based on the Release 11i defaulting hierarchy model. The defaulting hierarchy model defaults tax classification codes to transactions.

Note: You must complete additional setup tasks to use migrated tax data on transactions with E-Business Tax.

Make Tax Available on Transactions

After you complete your tax setup and verify that the tax setup behaves according to your requirements, you can enable each tax in the tax regime. Enabling a tax makes it available for use on transactions.

Simulate Transactions

After you complete your setup tasks, use the Tax Simulator to test the details of your tax configuration.

Using the Tax Configuration Region

After you complete tax setups, you can use the Tax Configuration region to display tax configuration data by country or by tax regime.

Oracle Help

30 June 2009

Advertisements

Posted in Articles, E-Business Tax, Financials, Oracle Apps, Setup | Tagged: , , , | 7 Comments »

Oracle Apps – R12 – High Level Setup for OLM

Posted by shameemakhtar on June 17, 2009


The checklist below should give you a high level overview of setup for the Oracle Learning Management Module (previously OTA):

  1. Define Menus and Responsibilities
  2. Set HR and OTA profile options
  3. Define Training Organizations
  4. Define OLM Lookup Values
  5. Enable Currencies
  6. Define Training Resource Key Flexfield
  7. Define Enrollment Statuses
  8. Define Enrollment Justifications
  9. Define Delivery Modes
  10. Set OTA Waitlisting Options
  11. Schedule Concurrent Programs (requests)
    1. Enrollment and Waitlisting
      1. Enrollment Cancellation and Automatic Waitlisting
    2. Learning Path Reminder
      1. Send Learning Path Completion Target Notifications
      2. Send Learning Path Component Completion Target Notifications
    3. Learning Certification Reminder
      1. Send Certification Notifications
      2. Synchronize Certification Subscriptions with Class Enrollments
      3. Update Certification Subscription Status to Expired
    4. Class Notifications
      1. Send Class Beginning Notifications to Waitlisted Learners
      2. Remind Instructors Prior to Class or Session Start
  12. Assign Roles to Users

Shameem Bauccha

18 June 2009

Posted in Articles, Human Resource Management, Learning Management, Oracle Apps, Setup | Tagged: , , , , , , , | 2 Comments »

Oracle Apps – R12 – High Level Setup for Core HR

Posted by shameemakhtar on June 17, 2009


Basic Administration Checklist

Define the following Key Flexfields

  1. Job (Human Resources)
  2. Position (Human Resources)
  3. Grade (Human Resources)
  4. Competence (Human Resources)
  5. People Group (Payroll)
  6. Cost Allocation (Payroll)

Define Descriptive Flexfields where required:

  1. Additional Job Details (Human Resources)
  2. Additional Position Details (Human Resources)
  3. Additional Organization Unit Details (Human Resources)

Complete the following Work Structures Checklist:

  1. Define Locations
  2. Define Business Group
  3. Define Other Organizations
  4. Define Organization Hierarchies

Define Roles

  1. Define Jobs
  2. Define Positions
  3. Define Grades
  4. Define Position Hierarchies

Person Types and Assignment Statuses

  1. Define Person types
  2. Define Assignment Statuses for Employees

Profile Options & Lookups

  1. Set Profile Options
  2. Configure Lookups if required

Localization

  1. Run International HRMS setup (if required)

Shameem Bauccha

18 June 2009

Posted in Articles, Core HR, Human Resource Management, Oracle Apps, Setup | Tagged: , , , , | 6 Comments »