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India Localization Support for iProcurement

Users Reference Manual

Release 11i

May 2007

Oracle India Localization Users Reference Manual

Oracle India Localization Support for iProcurement User Reference Manual


Release 11i
Oracle Corporation
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Oracle India Localization Users Reference Manual

Oracle India Localization

Contents
India Localization Support for iProcurement.................................................................................. 6
About this Manual ............................................................................................................................. 7
Audience for this Manual ................................................................................................................. 8
India Localization Support for iProcurement - Overview ............................................................. 9
Business Needs .............................................................................................................................. 10
Major Features................................................................................................................................. 11
IL Support for iProcurement - Set Up ........................................................................................... 13
SetUp Checklist............................................................................................................................... 13
Setup Steps ..................................................................................................................................... 14
Step 1 Define Organization Additional Information ___________________________________ 14
Step 2 Define Organization Trading Information_____________________________________ 14
Step 3 Define Sub Inventory Location_____________________________________________ 14
Step 4 Define Excise Invoice Generation __________________________________________ 14
Step 5 Define Localization Item Information ________________________________________ 15
Step 7 Define Tax Codes ______________________________________________________ 15
Step 8 Define Tax Categories ___________________________________________________ 15
Step 9 Define Item Categories __________________________________________________ 15
Step 10 Define Assessable Price Lists ____________________________________________ 16
Step 11 Define Supplier Additional Information _____________________________________ 16
Step 12 Define VAT Regime ____________________________________________________ 16
Step 13 Define VAT Claim Terms ________________________________________________ 16
Step 14 Define VAT Generation Sequence ________________________________________ 16
Step 15 Define User Authorization for IL iProcurement Access _________________________ 16
Processing iProcurement Transactions....................................................................................... 17
User Authorizations ___________________________________________________________ 17
iProcurement - Transaction flow _________________________________________________ 18
Requisitions _________________________________________________________________ 19
Purchase Orders _____________________________________________________________ 25
Receiving___________________________________________________________________ 28
Reports ____________________________________________________________________ 33

Oracle India Localization Users Reference Manual

Oracle India Localization

Table of Figures
Figure 1: Personal Profile Values ......................................................................................................... 17
Figure 2: iProcurement Transaction Flow ............................................................................................ 18
Figure 3: My Requisition....................................................................................................................... 19
Figure 4: My Requisition....................................................................................................................... 20
Figure 5: Requisition Details................................................................................................................. 20
Figure 6: India Localization Taxes for Requisition................................................................................ 21
Figure 7: Checkout: Requisition Information ........................................................................................ 22
Figure 8: Checkout: Review Approver List ........................................................................................... 23
Figure 9a: Checkout: Review and Submit Requisition ......................................................................... 24
Figure 9b: Checkout: Review and Submit Requisition ......................................................................... 24
Figure 10: Checkout: Review Approver List ......................................................................................... 25
Figure 11: Change Order #: Review Approver List .............................................................................. 26
Figure 12: Change Request Approval .................................................................................................. 27
Figure 13: Receipts Confirmation ......................................................................................................... 28
Figure 14: View/ Update IL Tax ............................................................................................................ 29
Figure 14a: Receive Items.................................................................................................................... 30
Figure 15: Process IL Returns.............................................................................................................. 31
Figure 16: List of Pending IL Returns ................................................................................................... 32

Oracle India Localization Users Reference Manual

Oracle India Localization

India Localization Support for


iProcurement
This document details functionality that is made available as part of iProcurement Product to support
India specific Statutory Tax needs.
This enhancement is available to users of Oracle Base Application - Release 11.5.10 version with
India Localization patch set IN60107

Oracle India Localization Users Reference Manual

Oracle India Localization

About this Manual


The Oracle Applications 11i India Localization support for iProcurement User Reference Manual
includes all information required to use Oracle iProcurement solution effectively with India
Localization. It provides detailed steps and procedures to use India Local Taxes and Processes in
iProcurement transactions.
India Local support for iProcurement Solution extends the IL functionality to iProcurement product by
providing relevant tax information and related processing for the iProcurement transactions.
This manual is to be referred in conjunction with Oracle Applications 11i Reference Manuals of the
respective base product modules and Oracle India Localization User Reference Manual.

Oracle India Localization Users Reference Manual

Audience for this Manual


This manual is a complete source of information about India Localization support for iProcurement
enhancement and is designed to provide useful guidance and assistance to:
Consultants implementing India Localization version of Oracle Applications
Key user team of Oracle Applications
Accountants
Accounting Mangers
Auditors
Chief Financial Officers
Controllers
Data Entry Clerks
Financial Analysts
Line Managers
MIS Professionals
The Oracle Applications India Localization support for iProcurement manual assumes that you have a
basic understanding of Localization requirements in India and a thorough understanding of India
Localization features. It also assumes that you have a basic familiarity of Procure-to-Pay transactions
flows as also iProcurement process flows in Oracle Applications.

Oracle India Localization Users Reference Manual

Oracle India Localization

India Localization Support for iProcurement - Overview


Oracle iProcurement 11i enables internal corporate requesters to independently order items from
both local (internal) and remote (external) sources. India Localization (IL) support for iProcurement
extends the IL functionality to enable Self-Service Web Application (SSWA) users in using India
Localization Taxes in the iProcurement transactions. The entire feature is built by leveraging the
existing setup and functionality available in Oracle India Localization Purchasing module.
IL support for iProcurement satisfies all tax needs of corporate requestors by providing tax links in
existing base iProcurement transactions. Tax Codes defined in India Localization setups can be used
in iProcurement transactions. Taxes get defaulted on iProcurement Requisitions, Receipts including
ISO Receipts, Returns and Receipts Correction transactions based on the IL tax defaulting hierarchy.
These taxes can be viewed / modified based on the user access authorization assigned to you.
Tax calculation and tax accounting operations available in India Local Purchasing are also applicable
to iProcurement. You can view accounting entries passed for iProcurement Receiving transactions
using the IL forms. In case of Excise and Value Added Tax (VAT) type of taxes, CENVAT and VAT
recovery claim can be done using India Localization forms. Excise registers and VAT repository gets
updated appropriately on completion of CENVAT and VAT claim process.
IL support to iProcurement also facilitates application of Bill of Entry (BOE) payments to Receipts
created in iProcurement. The Receipt can be fetched in the Receipt Localized form for application of
Customs Duty against the advance BOE payment made to the authority.

Oracle iProcurement India Localization User Guide

Oracle India Localization

Business Needs
Oracle iProcurement is one of the starting points for Procure-to Pay process. It provides powerful selfservice requisitioning capability with an intuitive web-shopping interface. It constitutes a key
component of procure-to-pay business flow and helps an enterprise to process and manage
requisitions and receipt of the requested goods or services in an efficient and automated manner. The
following diagram shows the capabilities available in Oracle iProcurement that has been customized
to meet the requirements of India Localization.

Business needs specific to Indian context and with reference to the capabilities available in Oracle
iProcurement are listed below.

Restricted access to users to modify IL taxes in Purchase Requisition and Receipts

Defaulting IL taxes on Requisitions automatically based on IL tax Defaulting hierarchy

Display IL taxes for each Requisition line

Recalculate IL taxes on changing quantity of approved Requisitions

Cancel IL taxes on cancellation of iProcurement Requisitions

Carry forward taxes defaulted and added to a Requisition to Purchase Order (PO)

Display IL taxes in Purchase Orders details for each requisition

View Tax details and precedence for each Requisition and PO line

Default IL taxes on Receipts automatically based on IL tax Defaulting hierarchy

Display IL taxes for each Receipt line

Allow modification of defaulted taxes on Receipts

Allow modification of third party Vendor and Vendor Site in tax details of Receipts

Claim CENVAT / Value Added Tax recovery for the Receipts

Accounting for IL Taxes on Receipts

Update relevant Excise Registers on Receiving

Apply Bill of Entry payments to Receipt lines carrying Customs Duty Taxes

Update Item costs with Non-Recoverable tax portion on Receipts

Facilitate Accounting and Excise Invoice Number generation for Returns

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Oracle India Localization

Major Features
User Authorization for Tax Review
Only authorized users are allowed to modify sensitive tax information on iProcurement Requisitions
and Receipts. Similarly only authorized users are allowed to process CENVAT claim for a Return
through the iProcurement web process.
Defaulting Taxes to iProcurement Requisitions
For Items that attract Localization Taxes, Taxes will be defaulted on the iProcurement Web UI when a
Requisition is created. These taxes will be defaulted based on the Tax Defaulting Rules. Taxes would
be defaulted automatically based on Item Category assigned to the Supplier Supplier Site; Supplier
Null Site or based on the Item Class assigned to the Tax Category for the Supplier. Taxes
applicable to an Agreement shall be defaulted on shopping a specific item attached to a Blanket
Purchase Agreement / Contract. In case of Non-Catalog Requests, taxes need to be added manually
as tax defaulting mechanism in IL is available only to items with Inventory Setups.
Manual Changes to Defaulted Taxes to iProcurement Requisitions
Taxes defaulted during iProcurement Requisition can be modified manually in case of a need,
depending on your Authorization. New taxes can be added or existing taxes modified / deleted based
on your Authorization levels. You can define / modify precedence logic for calculation of Tax Base
Amount on which the Tax Rate would be applied. The Tax Base Amount can either be the line
amount or line amount including other taxes calculated for the transaction.
Taxes Applicable at the Time of Receipt
When material is received against Requisitions, the taxes defined at the PO level get defaulted
proportional to the quantity received. You can modify the taxes defaulted on Receipts based on your
Authorization. Localization provides the functionality to modify the taxes at the time of receipt on
completion of base iProcurement Receipt. Tax changes are not allowed once you commit the tax
changes and initiates the tax accounting process. But taxes amounts are displayed against each
receipt line to enable viewing.
CENVAT and VAT claims
CENVAT and VAT claims can be made for the iProcurement Receipt using MODVAT on Receipts
India and VAT-Tax Claim forms respectively. All IL tax inputs provided in iProcurement shall be
fetched to the receipt form automatically.
Application of Bill of Entry (BOE) at the Time of Receipt
Provision to apply the BOE to the receipt is provided similar to CENVAT and VAT claims. You need to
navigate to the IL Receipt form to identify and apply the BOE payment against the particular Receipt.
The Bill of Entry can only be applied against the customs duty type of taxes (i.e. Basic, Counter
veiling Duty and Additional Customs Duty) attached to the iProcurement Receipt.

Oracle iProcurement India Localization User Guide

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Oracle India Localization

Advance Shipment Notice (ASN)/ Internal Sales Order (ISO) Receipts


Oracle iProcurement supports multiple receipts against In-transit Shipments (ASN shipments and ISO
receipts). IL only supports creation of single receipt against an ASN / ISO. IL support to iProcurement
defaults IL taxes on these shipments on Receiving.
Returns
Based on the User Authorization assigned, you can generate Excise / VAT invoice number for Return
to Vendor transactions. Accounting for RTV transactions are initiated from iProcurement Returns UI
and the same can be viewed using the IL Receipts forms.
Receipt Corrections
IProcurement provides the functionality of receipt corrections. On performing receipt corrections to
receipts in the base iProcurement application, corresponding modifications are made to the Cenvat /
VAT / Tax costing entries as these taxes have already been processed in India Localization.

Oracle iProcurement India Localization User Guide

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Oracle India Localization

IL Support for iProcurement - Set Up


This section provides an overview along with details of each setup that needs to be completed in
order to use India Localization support to iProcurement.

SetUp Checklist
The following table lists the IL setup steps. These setups need to be completed in addition with the
setups mandated by Oracle iProcurement Implementation User Guide for iProcurement transactions.
Step No
Step 1
Step 2
Step 4
Step 3
Step 5
Step 6
Step 7
Step 8
Step 9
Step 10
Step 11
Step 12
Step 13
Step 14
Step 15

Required
Required
Optional
Required
Optional
Required
Required
Optional
Optional
Optional
Required
Optional
Required
Required
Required
Required

Step Title
Define Organization Additional Information
Define Trading Registration Details
Define Sub Inventory Location
Define Excise Invoice Generation
Define Localization Item Information
Define Tax Codes
Define Tax Categories
Define Item Categories
Define Assessble Price List
Define Additional Supplier Information
Define Inter Organization Relationship (Shipping Networks)
Define VAT Regime
Define VAT Claim Terms
Define VAT Invoice Generation Sequence
Define Profile Option Settings

Note: Complete the above basic IL setup steps by logging on to the Oracle forms application.

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Oracle India Localization

Setup Steps
This section provides an overview and details of each step involved in completion of IL support to
iProcurement Setup.

Step 1 Define Organization Additional Information


Identify and Define Inventory Organizations and Locations that would be procuring items / services
using IProcurement. The information defined at this level would be the basis for Recording, Reporting
and Accounting of the local taxes. Apart from this you would also define the Organization Registration
details with Excise, Customs, Sales Tax and TDS authorities. This information available in Additional
Organization Information is the basic data for all India Localization activities. The Organization and
Locations defined through Common Application would be available for setup. While creating the
Additional Organization Information, it is mandatory to create two sets of records, one at Null Location
level and another with Location.
The master child relationship among the Organization and Location would be used only for
consolidation of Excise Registers at Master Organization Level.
See Also: Defining Trading Registration Details, India Local Inventory Chapter.

Step 2 Define Organization Trading Information


Define Organizations Registered under the Central Excise Rules as a Dealer/Depot. Navigate to
Trading Information Tab of the Additional Organization Information to enter Excise Registration
details of a Dealer. The information entered here would be printed on all relevant reports and invoices
raised from this Organization.
You need to ensure that no values are entered in any of the boxes falling under the Excise region of
the Tax Information tab of the Additional Organization Information. Any value entered in this region
would categorize this Organization as a Manufacturing Organization.
See Also: Defining Trading Registration Details, India Local Inventory Chapter

Step 3 Define Sub Inventory Location


As a part of Localization setup, sub-inventories have to be associated to a combination of
Organization/Location. Excise related transactions and records would be updated only for those sub
Inventories that are identified as bonded for Manufacturing Organizations and as traded for Trading
Organizations.
See Also: Defining Sub Inventory Location, India Local Inventory Chapter

Step 4 Define Excise Invoice Generation


This feature can be used to automate the Excise Invoice document sequence generation. You can
setup a document sequence for the combination of Transaction Type, Order / Invoice Type and
Register Type. You can define an alpha / alphanumeric value which would be prefixed to the number
series generated for each Excise Invoice. The setup would be restricted to the Order / Invoice Types
for which it is created. For all other Excise Invoices which are created using Order / Invoice Types for
which setup has not been made, the system use the default number series. This would be a numeric
series, starting with one, incremented by one. The sequence would be different for each Organization
/ Location and the nature of clearance. Within the Organization, the sequence would be different for
the Domestic clearances and Export Clearances.
See Also: Defining Excise Invoice Generation, India Local Inventory Chapter

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Oracle India Localization

Step 5 Define Localization Item Information


The recording, recoverability and reporting of Localization Taxes would depend on India Localization
related information setup for the Item. These values have to be entered in India Localization context
of the Items DFF, attached to the Item Master. Excise Registers would be updated only when the
Excise Flag is set to YES. Similarly, considering CENVAT Credit and updating the Excise Registers
for a Receiving transaction would happen only when the MODVAT flag is set to Yes. The option
chosen in the Item Class attribute would be the basis on which the type of Excise Credit Register that
has to be hit. Items classified in the other classes (such as OTIN, OTEX) would not be updating
Excise Records.
The Trading Flag would work together with the Organization Trading Information setup. RG23D
Register would be hit only when the Trading item is transacted in a trading Organization.
See Also: Defining Item Information, India Local Inventory Chapter

Step 7 Define Tax Codes


The Tax Definition is a localization feature to define taxes that are applicable to the transactions
created in your Organization. The Taxes can be classified in different Types. The Type would be
useful to recognize the relevance of the tax for the Excise Registers, Sales Tax Form generation and
TDS Certificate generation. The Type chosen would also have influence over the behavior of other
boxes in this form. You can specify the Tax Rate, Surcharge, Recoverability, Rounding Rule,
Expense Account Code, Tax (Third party) Vendor, Multi-currency and Effective Period for the Tax. In
a multi-organization setup, Taxes would be specific to an Organization. On choosing the Taxes
Localized option from the menu, you would get the list of Inventory Organizations, to choose from.
The tax defined can be used only for the Organization for which it is defined. Taxes once saved
cannot be updated.
See Also: Defining Tax Names / Codes, India Local Purchasing Chapter

Step 8 Define Tax Categories


If you can identify your purchase and sales transactions into clear categories for which a similar set of
taxes with similar precedence and calculation are applicable, then you can group such taxes into a
Tax Category. In a Tax Category you can choose the Taxes along with the precedence order and
calculation basis.
An Item Class can be identified for a Tax Category. These taxes would default for all the Items falling
in this class. This would be useful, where the Item class drives the tax applicability. These taxes
would default for the transactions created for the items in the item class. You can however, manually
add new tax lines and can change, delete, change precedence for the defaulted lines.
See Also: Defining Tax Categories, India Local Purchasing Chapter

Step 9 Define Item Categories


Item Category allows you to assign Tax Categories to an inventory item in an Organization. You can
attach an Item Category to the Additional Internal Customer information. The Taxes defaulted for a
transaction line would be based on the Item Category attached to the Internal Customer and the Tax
Category assigned to the Item in this category.
See Also: Defining Item Category List, India Local Purchasing Chapter

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Oracle India Localization

Step 10 Define Assessable Price Lists


When the Taxable basis for the calculation of the Excise Duty is different from the Price at which the
Item is transferred, then you will has to create additional Price Lists with the Item Excise Assessable
Price. This price list has to be attached to the Internal Customer / Customer Site. The Assessable
Price would be considered only for calculation of the Excise Duty. Assessable Price Lists needs to be
defined separately for Excise and VAT if the taxable basis is different
See Also: Defining Assessable Price List, India Local Inventory Chapter

Step 11 Define Supplier Additional Information


Before you start creating transactions for the Supplier, it would pre-requisite to record the localization
related information for the Supplier Site. You need to provide the Supplier Registration details with the
Excise, Sales Tax and Income Tax Authorities and also attach the Assessable Price list that should
be considered for the calculation of Excise Duty and VAT. Item Category list can also be attached to
default localization taxes.
The above setup needs to be completed for each Supplier Site.
See Also: Defining Supplier Additional Information, India Local Purchasing Chapter

Step 12 Define VAT Regime


Regime would be used to define rules that would be applicable to all Taxes assigned to it. You need
to complete this setup step before you move ahead with other setups. Setups made for a Regime
would be applicable to all transactions created from the Organizations assigned to it. Information
defined here would be generic unless you assign different properties at an Organization Level.
In the Regime you has to provide VAT Registration Number and Accounts associated with the
Regime such as Liability and Interim Liability accounts for the Taxes and assign Organizations to it.
See Also: Define VAT Regime, Value Added Tax Chapter

Step 13 Define VAT Claim Terms


VAT taxes applicable to a purchase of Capital Goods can be recovered over a period of time as
specified under the VAT Act. The VAT Claim terms enables you to define VAT Recovery Term. These
terms can be assigned to the VAT Item Classes.
See Also: Define Claim Terms, Value Added Tax Chapter

Step 14 Define VAT Generation Sequence


VAT Invoice sequence can be defined for an Order/Invoice Type. You can also specify prefixes for
each series. A default series would be defined automatically for the regime. This would be applicable
to the Transaction Types to which no series has been defined.
See Also: Define VAT Invoice Sequence, Value Added Tax Chapter

Step 15 Define User Authorization for IL iProcurement Access


This step has to be carried out by the System Administrators. Profile options IL: Access iProcurement
Tax information and IL: Allow iProcurement RTV CENVAT Process need to be selected with values
of YES or NO based on the authorization levels of the iProcurement users. You will be allowed to
modify taxes or claim CENVAT through iProcurement only if you have these profile option values set
to YES.

Oracle iProcurement India Localization User Guide

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Oracle India Localization

Processing iProcurement Transactions


User Authorizations
Two new Profile Names specific to iProcurement for IL Taxes are added to System Profile Values to
restrict tax modification and entry. Authority to modify taxes in iProcurement is controlled by IL:
Access iProcurement Tax information while IL: Allow iProcurement RTV CENVAT Process profile
allows you to claim CENVAT during iProcurement Return to Vendor transactions. The default values
for these profiles are set to NO implying No Access to modify IL taxes (See below Figure1:
Personal Profile Values) during the iProcurement process flows System Administrators should set the
profile values to each iProcurement users with appropriate values to ensure the proper user
authorization levels.

Figure 1: Personal Profile Values


Navigation Path: Oracle Purchasing -> Personal Profiles

Oracle iProcurement India Localization User Guide

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Oracle India Localization

iProcurement - Transaction flow


Oracle iProcurement module handles limited functions of procure to pay cycle. You have to switch
between the forms and the self-service applications (SSWA) to complete the procurement function.
The flow of transaction to complete the iProcurement with respect to IL process is shown below to
you in navigating between Forms and SSWA (Refer Figure 2: iProcurement Transaction Flow). You
should note that any changes made in the IL taxes either in Forms or SSWA would get reflected in
the other immediately.

Figure 2: iProcurement Transaction Flow

Oracle iProcurement India Localization User Guide

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Oracle India Localization

Requisitions
Oracle iProcurement provides following functionality in requisitions:

Reviewing Requisitions
Creation of Requisition Searching and adding items (from local catalog / supplier catalogs)
to the shopping cart can create Requisitions. On checking out, system creates a requisition
using the items added to the shopping cart.
Cancellation or Changing existing Requisition

Requisition Review
In the Requisition Review flow, India Localization tax button / links are made available in the following
pages for authorized users against individual Requisition lines:

My Requisitions page (See Figure 3 below)


Requisitions Summary page (See Figure 4 below)
Requisitions Lines page (See Figure 5 below)

Figure 3: My Requisition
Navigation Path: India Local iProcurement -> Shop -> Stores

Oracle iProcurement India Localization User Guide

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Oracle India Localization

Figure 4: My Requisition
Navigation Path: India Local iProcurement -> Requisitions -> Requisitions

Figure 5: Requisition Details


Navigation Path: India Local iProcurement -> Requisitions -> Drill Down on Requisition Number in
Figure 4
On clicking these links, you can navigate to the India Localization Tax details page with the
corresponding tax details as shown below (See Figure 6 below).

Oracle iProcurement India Localization User Guide

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Oracle India Localization

Figure 6: India Localization Taxes for Requisition


Please note that in the Requisition Review flow, the tax details page shall be in a view only mode.
Requisition Creation
In the requisition creation flow, India Localization Taxes can be added during the check out process in
the Checkout: Requisition Information page. A new button View/Update IL taxes is added in the top
right corner of the Requisition Information page (Refer Figure 7 below). On clicking this button, you
can navigate to the India Localization Tax details page. India Localization Taxes page facilitates you
to add IL Taxes with desired precedence for calculation. Taxes are defaulted automatically when Item
/Tax categories are mapped to the Supplier / Supplier Site / Item Class. Apart from the defaulted
taxes, you can add new tax lines through Add New Tax button. The selected tax codes can be saved
by Apply changes or discarded by cancelling / navigating back to the Requisition. You also have the
option to delete a particular tax line that is not required. Provision to modify the defaulted taxes is
available only to Authorized Users.
Note: Authority to modify taxes is based on the User Profile Options assigned to you. For more
details on User Profile Options refer User Authorization Paragraph above.

Oracle iProcurement India Localization User Guide

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Oracle India Localization

Figure 7: Checkout: Requisition Information


Navigation Path: India Local iProcurement -> Shop -> Stores -> Checkout: Requisition information
Note: Whenever India Local Taxes are applicable, the base taxability is always should be set to NO
in the Billing section of Requisition Information page (Refer Taxable Box in Figure 7 above)
India Localization taxes can be viewed and edited in the Checkout: Review Approver List page also
during the Checkout process.

Oracle iProcurement India Localization User Guide

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Oracle India Localization

Figure 8: Checkout: Review Approver List


Navigation Path: India Local iProcurement -> Shop -> Stores -> Checkout: Review Approver List
Requisition Review and Submit
In the Checkout: Review and Submit Requisition page during the Checkout flow, Localization taxes
are displayed against each line item of the requisition with a facility to drill down to the detailed view.
Taxes can be modified at this stage also depending on your user authorization.
No further modifications are allowed on completion of Requisition checkout as the status is updated
to Approved. However you can view IL tax amounts and the Tax details in the Requisitions Lines
page as shown in Figure 5 above.
Total IL tax amount is displayed for each requisition line in the Printable Page provided in Checkout:
Review and Submit Requisition (See Figure 9a and 9b below)

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Oracle India Localization

Figure 9a: Checkout: Review and Submit Requisition


Navigation Path: India Local iProcurement -> Shop -> Stores -> Checkout: Review and Submit
Requisition

Figure 9b: Checkout: Review and Submit Requisition


Navigation Path: India Local iProcurement -> Shop -> Stores -> Checkout: Review and Submit
Requisition (Printable Page)
Requisition Change / Cancellation
Oracle iProcurement provides facility to Change / Cancel the approved Requisitions. When
Requisitions quantities are changed in iProcurement, all IL Taxes get recalculated based on the
revised quantity automatically. In case of Cancellation of Requisitions, IL Taxes attached to the
cancelled requisition are also cancelled simultaneously.

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Oracle India Localization

Purchase Orders
Purchase Orders can be auto-created based on the Purchase Requisitions created in iProcurement.
The Taxes provided in the Requisition gets defaulted to the Purchase order automatically. You can
modify these taxes using the IL Purchase Order form.
Viewing PO Details
Oracle iProcurement provides links to view details of Purchase Orders created using iProcurement
Requisition Summary page. India Localization tax links are also made available in the Purchase
Order details page (Refer Figure 10 below). India Localization tax amount and details will be
displayed in a view only mode for each purchase order line in this link page. You can navigate to the
Purchase Order IL Tax details page by clicking these links available in the Requisition summary page
shown in Figure 4 above.

Figure 10: Checkout: Review Approver List

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Oracle India Localization

Navigation Path: India Local iProcurement -> Requisitions -> Requisition Summary - Order Link
PO Change Requests
Changes can be made to Requisitions on approving the Purchase Order created by submitting an
iProcurement Requisition Change Request. The Change Request page accepts the modifications
made by you and highlights the changes by indicating both Original and Changed values before
Submission. In case of multiple changes, all modifications made to the requisition are displayed with
appropriate icons to identify the last updated values as shown in Figure 11.

Figure 11: Change Order #: Review Approver List


Navigation Path: India Local iProcurement -> Requisitions -> Requisition Summary -> Change
Requisition
Approving PO Changes
Authorized Approver can Approve / Reject / Reassign the submitted Change Request by opening the
appropriate Notification. (See Figure 12 below)
On Approval, all changes made to the Requisition are effected to the PO automatically. Existing India
Localization functionality ensures that corresponding changes are done to related tax lines based on
the changes affected to the Requisition.
On Rejection, changes made to the Requisition are deleted without affecting the Purchase Order
details. Original Taxes that were calculated remain unaffected.

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Oracle India Localization

Figure 12: Change Request Approval


Navigation Path: India Local iProcurement -> Requisitions -> Notifications -> Open Change
Requisition Notification

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Receiving
iProcurement has following functionality in receiving:

Create receipts Users can create receipts against orders in Oracle iProcurement. For an
order to appear in the receiving module it must have a receipt routing of Direct Delivery
(cannot create receipts against orders with a receipt routing of Standard or Inspection). It
is also possible to receive against In transit Shipments (ASN shipments and ISO receipts)
Create returns
Perform corrections

Receipts Creation
In the iProcurement receipt process flow, IL tax entry / update UI will be available to you, depending
on your User Authorization, after the base item receiving details are entered and the receipt process
is completed.
IL taxes can be viewed / updated using View / Update IL taxes link available against each receipt
line on Confirming a base iProcurement receipt (See Figure 13 below). Similar to Requisitions, Taxes
are defaulted automatically based on the IL Tax Defaulting Hierarchy i.e. from Purchase Order as in
the case of normal receipts created using the form-based functionality.

Figure 13: Receipts Confirmation


Navigation Path: India Local iProcurement -> Receiving -> Requisition to Receive -> Receive
On clicking View / Update IL Taxes button, the IL Tax page is opened (See Figure 14 below). You
can add new tax lines through Add New Tax button and delete the defaulted taxes when not
relevant. This page allows Authorized Users to do receipt tax modification, particularly to add third
party taxes, Supplier Name and Supplier Site depending on Organization level parameter 'Allow Tax

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Oracle India Localization

change on Receipts and User Authorization. It also facilitates modification of tax precedence. On
completion of modification, the taxes can be re-calculated and saved. Changed made to the IL taxes
can also be ignored when not necessary. This action should however be done before saving the
changes.
On Completion of the Receipt, accounting entries and costing for all non-recoverable taxes gets
effected through India Local concurrent program India Receiving Transaction Processor which is
automatically launched on completion of the above mentioned web process.

Figure 14: View/ Update IL Tax


Navigation Path: India Local iProcurement -> Receiving -> Requisition to Receive -> View/ Update
IL Tax button
Note: You must note the following in case of an iProcurement Receipt

CENVAT and VAT Claim need to be done using the existing India Localization forms as per
the existing IL processes.
BOE application process needs to be done separately in the BOE application form available
in IL Receipts after the receipt is created in the iProcurement Web process.

ASN/ASBN Receipts
iProcurement supports Receiving based on ASN / ASBN created from the iSupplier portal. You can
receive items referring the ASN / ASBN Shipment Number created by the supplier in the supplier
portal. The shipment number is defaulted against the Order with a facility to view the ASN / ASBN
details (Refer Figure 14a Receive Items).

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Oracle India Localization

Figure 14a: Receive Items


Navigation Path: India Local iProcurement -> Receive Items
If the ASBN is created using the India Localization iSupplier solution, India Localization taxes can be
assigned to the ASBN. When receipt is created in iProcurement using such an ASBN number, taxes
attached to the ASBN are defaulted to the receipt instead of directly from the Purchase Order.
Note: You should note the following in case of ASN / ASBN receipts

The referred ASN / ASBN should be in PROCESSED status in iSupplier. To make a receipt
of the ASN / ASBN in India Local iProcurement you should run the RECEIVING
TRANSACTION PROCESSOR concurrent in the Forms world.
Taxes defaulted from the ASBN cannot be modified at the iProcurement Receipt. Further only
third party or customs type of taxes can be added to an ASBN receipt
India Localization does not currently support creation of multiple Receipts against a single
ASN / ASBN.

Receipt Corrections
IProcurement provides the functionality of receipt corrections in the Receiving home page.You can
select "Correct Items" and proceed to correct an existing receipt. The existing India Localization
process of running the concurrent India Receiving Transaction Processor after Receipt corrections
is also applicable to iProcurement Receipt Corrections. You can run this concurrent using the IL
Requests form after making necessary Receipt corrections. The concurrent will make the necessary
modifications to the India Localization registers, accounting and costing records based on the receipt
corrections done in iProcurement.
Returns

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IProcurement provides the functionality of receipt returns in the Receiving home page. You can select
"Return Items" and proceed to return quantities of an existing receipt to the Supplier.
In the iProcurement Returns process, Authorized Users will be provided the option to decide on
Generating Excise / Vat Invoice Number on Returns. You can navigate to the India Localization web
page by clicking Process IL Returns button on the base apps Returns page (See Figure 15 below).

Figure 15: Process IL Returns


Navigation Path: India Local iProcurement -> Receiving -> Returns -> Return Confirmation
This web page offers the values of YES /NO to Generate RTV Accounting (Refer Figure 16 below).
You can specify your preference for each line item returned. When you specify YES, Excise Invoice
Generation and Register update shall be done for the Return line.
You need to select NO in case of modification of IL taxes (e.g. Return to SSI suppliers) and use
existing IL Return to Vendor (India) form by querying the concerned receipt.

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Figure 16: List of Pending IL Returns


Navigation Path: India Local iProcurement -> Receiving -> Returns -> Process IL Returns

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Reports
India Localization support for iProcurement do not involve any additional reports at the
iProcurement solution. Existing India Localization reports available in the form based functionality
need to be used for all reporting purposes.

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