Service Proposal

Tax Migration in Indian Localization
TAXINJ -> TAXINN

SAP India

Confidential

Agenda

 Customer requirement
 Scope
 Out of scope
 Assumptions
 Phases of implementation
 Challenges
 Delivery model

© 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 2

Public 3 .Customer Requirement  GST is being rolled out in India to simplify the indirect taxation regime and to remove the cascading effect of indirect taxes on the end consumer  It is now mandatory to use TAXINN tax procedure (condition based rather than tax code based) in SAP  Hence the primary requirement is to migrate from TAXINJ to TAXINN © 2016 SAP SE or an SAP affiliate company. All rights reserved.

Public 4 .Scope  Understanding current logistic scenario (procurement. sales. sub- contracting) and the tax calculations using TAXINJ frame work  Map the scenario to TAXINN frame work  Execute calculation of taxes in TAXINN scenario and validate with TAXINJ frame work results (procurement and sales scenarios)  Setting up necessary enhancement for TAXINN if needed  Maintain mapping table of TAXINJ tax code to new TAXINN tax codes  Execute migration of open MM documents (PO and contract) to TAXINN frame work © 2016 SAP SE or an SAP affiliate company. All rights reserved.

All rights reserved..Out of Scope  Changes in process of procure to pay. record to report etc. Public 5 .  Change management needed for the new tax procedure  End user training  Changes to indirect tax return preparation and filing process  Changes to any enhancement or development other than covered in the scope  Any kind of basis activity  Re-design of user authorizations  Changes to any legacy system or interfaces  Changes to business place setting in the system © 2016 SAP SE or an SAP affiliate company. order to cash.

All rights reserved. Public 6 .Out of Scope  Changes in any other SAP systems (SRM. Ariba etc.)  Data cleansing  Performance optimization © 2016 SAP SE or an SAP affiliate company. CRM..

MM and SD)  Availability of business team to validate the results in the new TAXINN procedure  Separate system or a new client with copy of production data (may not be full data) for executing mock migration before migrating in quality environment  Quality system should be copied with the latest production data (may not be full data) for executing quality system migration  Need production system shutdown (no logistic operations) during productive migration  Patch level required for tax procedure migration would be ensured by customer before start of the project © 2016 SAP SE or an SAP affiliate company. All rights reserved.Assumptions  Availability of core SAP team (FI. Public 7 .

Public 8 .Phases of implementation  Project preparation  Blueprint  Realization  Deploy. All rights reserved. Go-live and support © 2016 SAP SE or an SAP affiliate company.

All rights reserved.Project preparation High Level Activity Activity Details Customer Pre Requisites Assumptions Exclusions Check the patch level Check the compliance to Update to the patch level Patch level would be Helping in update to the patch level as pre required updated before project start required patch level requirement Ensure availability of Check the availability of Make the mock system Mock system with copy of Setting the mock system system system for the project (mock available production data (may not be with production data system) full data) Empower the project team Will conduct brief session on Availability of Project team TAXINN Tax procedure and Tax Migration in Indian Localization © 2016 SAP SE or an SAP affiliate company. Public 9 .

applications or changes in applications/Custom • Account key used for posting to FI • Availability of documented Collabra analysis should be applications • User exit or BADI in tax calculation business process relating to done by Customer.Blue print (1 of 2) High Level Activity Details Customer Pre Requisites Assumptions Exclusions Activity Study of existing • Tax procedure and routines • Availability of Core tax • For changes in Non SAP • Any changes on non SAP TAXINJ procedure • Tax conditions and controls processing team. • Only higher level impact of • Customer to share all the custom program for reporting Business Scenarios and return process would be Study of reporting • Understand the reports usage for tax • SAP can provide standard studied and return process • Understand the reports or development for scenarios which can be • return preparation considered for initial testing • Changes to existing custom development would be taken Interface with other • Understand interface with Collabra care by customer applications • Understand interface with any other custom applications • understand interface with any other SAP applications Logistic scenario • Understand the procurement process from tax angle • Understand the sales process from tax angle © 2016 SAP SE or an SAP affiliate company. • List of Tax codes and usage Taxes. All rights reserved. • ABAP and Basis Resource • Custom development in tax calculation • Availability of Test scripts used will be provided by Customer for validating tax process. Public 10 .

Public 11 . Customer & Services) © 2016 SAP SE or an SAP affiliate company. All rights reserved. Vendor.Blue print (2 of 2) High Level Activity Details Customer Pre Requisites Assumptions Exclusions Activity Recommendation of • TAXINN procedure to be used TAXINN (Blue print • Tax conditions to be used document) • Access sequence to be used • Usage of user exit or BADI for meeting customer specific requirement • Enhancement needed in logistic transactions to meet TAX requirement • Changes or enhancement to Reporting and return process • Changes or enhancement to interface with other systems • Identification of Number of Condition Records to be maintained and how it will be maintained (Tool to upload condition records per condition types) • Identification of Changes with regards to Master Data (Material.

© 2016 SAP SE or an SAP affiliate company. SAP will support throughout the testing phase for all critical issues. Identifying the custom reports/programs. external interfaces and testing with new tax procedure Testing Test various scenarios Testing all the tax related Confirm tax calculation as per current scenarios effectively in short TAXINJ procedure period. Migration to Maintain mapping table between SAP will provide custom QA system with latest copy TAXINN (QA TAXINJ and TAXINN reports and tools related to of production data. Creating condition records for all the scenarios & Tax Codes in TAXINN. Public 12 . SD and FI Transport route for moving transport route side) changes to development Support in building the system effective condition technique / Access sequence. with Production Execute migration of open logistic (MM) migration in few cases to data) documents reduce the efforts and Test the result of migration improving the project quality SAP will support throughout the testing phase for all critical issues after migration.Realization High Level Activity Details Customer Pre Requisites Assumptions Exclusions Activity TAXINN Configure TAXINN Creating the required Tax Existence of mock system Setting up system or Configuration Realize all development objects Codes (MM. All rights reserved.

Public 13 .Deploy & Go Live Phase High Level Activity Details Customer Pre Requisites Assumptions Exclusions Activity Plan for system Transport all changes to production Ensure no logistic users are shutdown (no Migrate production system using the system during logistic production migration transactions) After go-live Support business users (Level 2) Level 1 support to be Availability of system to log Level 1 support support provided by customer the issues and tracking Setting up system for status support © 2016 SAP SE or an SAP affiliate company. All rights reserved.

Challenges  Identification of all logistic scenario  Availability of core team and business users  Availability of system for doing configuration and mock migration  Through testing to ensure results of all scenario under TAXINN © 2016 SAP SE or an SAP affiliate company. Public 14 . All rights reserved.

All rights reserved. Public 15 .Delivery Model Project Governance  SAP Delivery – Highlights  SAP Consulting : Bangalore SAP Consulting involvement: Scope & Timelines  Configurations as per the SAP Standard CIN processes  Location Scope:  Approach for deploying SAP CIN functionalities in SAP system  India  Support customer team in Unit & Integration Test  Support End user and configuration documentation preparation  Resources : SAP by customer team  MM consultant – 1  Knowledge transfer  SD consultant – 1  FI/CO Consultant – 1  Expert Consultant – Need Base Execution highlights:  ABAP & BASIS consultant – To be provided by  Global Template developed & maintained by customer team customer  Knowledge Transfer at Customer site  Resources : Customer  MM consultant – 1  SD consultant – 1  FI/CO Consultant – 1  ABAP & BASIS consultant  Business users for testing various scenarios © 2016 SAP SE or an SAP affiliate company.

All rights reserved. Public 16 .Time Lines Phase/Timeline (Weeks) Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Week 7 Week 8 Week 9 Week 10 Week 11 Week 12 Week 13 Week 14 Week 15 Preparation Business Blue print Realization Deploy Go-live support © 2016 SAP SE or an SAP affiliate company.

SAP India Education GST Trainings .

SAP India Education – GST Trainings Training # Topic Duration Availability 1 Tax INJ to Tax INN Migration 2 days Available 2 GST Migration 2 or 3 days After GST solution release by SAP Product Team Audience Members of Consulting Organizations or Customer Core Teams. Project Management © 2016 SAP SE or an SAP affiliate company. Procurement 2. focused on 1. Finance 4. All rights reserved. Sales 3. Public 18 .

User Training Unit 2 Planning the work estimated in ‘Study’ step in sequence of Unit 5 Understanding minimum scenarios to be tested to Plan activities to be carried out for migration from Tax INJ to Tax Test confirm successful migration INN Details of Tax Migration Training available in link https://www. Learning Configuration steps Introduction 2.Tax Migration Training Unit Content Unit Content Unit 0 1. Public 19 . Understanding impact of GST in customer SAP Do 2. Operating SAP tool to identify open purchase Study involved in Tax INJ to Tax INN migration in customer SAP Migrate documents (like Purchase Order. Operating SAP tool to migrate open purchase 2.) 1. Testing 4. Learning generic approaches for re-working applications customized developments 3. Understanding need for migrating from Tax INJ to Tax INN as a preparation for GST migration Unit 1 Checklist based approach to arrive at the total work Unit 4 1.sapindiacertification. Contracts system. Configuration 2. Developments documents from Tax INN to Tax INJ 3.com/gstphase1/ © 2016 SAP SE or an SAP affiliate company. All rights reserved. Understanding GST Unit 3 1. including etc. Data Migration 5.

com SAP Education G Chandra Mouleeswaran GST Training E: gchandra.com Instruction Outcome Class Room / Virtual Live Course completion Class Room certificate © 2016 SAP SE or an SAP affiliate company. All rights reserved.Approach Send in your inquiries to following members of Content Server SAP India Education Hard Copy Practice Simulations Akshay Gaikwad E: akshay.mouleeswaran@sap. Public 20 .gaikwad@sap.