Session ID:

Cloud Estimated Tax on a 10445

Quote in CPQ across EU,
US, ROW! Prepared by:

Sridevi Ganti/Rajeev Pandey

Considering estimated tax on Senior Consultants
Hitachi
any quotation tool, things that
28-Feb-2018
you need to know!
Remember to complete your evaluation for this session within the app!
Introductions

Sridevi Ganti Rajeev Pandey

Hitachi Ltd. | A global technology leader
Table of Contents

Objectives

CPQ – Quotation Layer

Customer Integration

Cloud Tax Webservice overview

Estimated Tax on Quote

Regional Tax in USA, Canada, Europe, Singapore, China

Objectives

Identify business objects for integration

Understand the opportunities and challenges with integration

Implement best practices in integration

CPQ – Quotation Layer

Determine a quoting layer

Do you have a quoting process in place?
Who enters quotes/orders in your organization?
How complex is your pricing model?
Do you use Oracle CPQ or similar tools for quoting?
Determine the authentication mechanism required
How is the authentication done (Active Directory, SSO)?
Determine what data should be passed to CPQ or Quoting tool?
Account
Opportunity
Product line
Bulk Integration - Items (Products), Price List (Price Books)
Customer Integration

Customers?
Parties, Accounts, Addresses, Contacts, Relationships, Contact Points
How is the customer data created
External Sources, Internally created
How large is the customer data?
How fluid is the customer data?
Determine the customer model in place
Customer Model

Key Entities

PARTIES

PARTY RELATIONSHIPS

CUSTOMER ACCOUNTS

LOCATION/SITES

CONTACTS
Party..Account..Location

A read thing that exists, like a Person or Organization

Enters into business relationships
Person parties organization parties can be created
Can be related to any number of parties
An Account cannot be created without a party
CRM applications refer to party layer to be a customer
CRP applications refer to the account layer to be a customer
Location is a party site with one or more site uses
Party centric approach
Site centric approach
Cloud Tax Overview
Cloud Tax Overview

• A single solution
• A single repository
• A single integration
• Simple and complex country-
specific tax legislation.
• Cross-border
What’s new and exciting

THRESHHOLDS

TAX POINT DATE

NEW DETERMINING FACTORS

TAX SIMULATOR

TAX WEBSERVICE
Tax Simulator

Enable taxes for Simulation only.

Manage Tax Simulator Transactions page to test your tax

configuration.

Use existing and new data to test.

No impact on active data.

Do not enable tax during spreadsheet load.

Tax rules evaluation using simulator
Tax Webservice

Enables any quoting tool to call this service and get estimated tax

Ability to send party name & party site name and get the tax for any party

Ability to use regional taxes set up and get the estimated ta

No impact on existing tax set ups

Tax Webservice
Analysis for Implementation

Who am I?
First Party

Where do I operate?
Place

What is the type of Business I conduct?

Process

What products do I buy or sell?

Product

Who are my customers and suppliers?

Third Party

Where are my operating needs?

Tax Rules structure
Regional Tax
Tax Configuration Flow
 Webservice fetches tax…

Gets tax for site centric or party centric approach

Gets tax as long as the combination of party name/party site location is unique
Gets tax based on the ship and bill to locations
Gets tax even if the site location are on different Business Units
 Sridevi.ganti@gmail.com

Session ID:
10445

Remember to complete your evaluation for this session within the app!