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Oracle E-Business Tax : Upgrade from 11i to R12
Chandramouli Potnuru

Upgrade Process
Agenda- Upgrade Process
• Overview of Tax In 11i
• Mapping of 11i Tax entities with eBTax
Overview of Tax in 11i
• Location Based Taxes
• Tax Codes and Groups

Agenda- Overview of Tax in 11i
Tax in 11i- Location Based Tax
Tax in 11i- Location Based Taxes
Tax Code
Tax in 11i Tax in 11i- Location Based Taxes
Tax Locations and Rates (State Level)
Tax in 11i- Location Based Taxes
Tax Locations and Rates (County Level)
Tax in 11i- Location Based Taxes
Tax 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
99562 to
99572
Postal Code Ranges
10% 15%
Rate PercentageRate Percentage
Location Base Tax Set Up in 11i
Sales Tax
Location
Flexfield
Structure
Structure qualifiers
Sate City County
CA DL TX
Different States Values
99456 to
99492
99562 to
99572
Postal Code Ranges
10% 15%
Rate Percentage Rate Percentage
Tax Regime
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
99562 to
99572
Postal Code Ranges
10% 15%
Rate Percentage Rate Percentage
Tax Regime
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
99562 to
99572
Postal Code Ranges
10% 15%
Rate Percentage Rate Percentage
Tax Regime
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
99562 to
99572
Postal Code Ranges
10% 15%
Rate Percentage Rate Percentage
Tax Regime
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
Location based tax Mapping

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 R12
Location Tax Determination Rules (DEMO)
If Tax Classification Code = Location, Then Tax is Applicable
Tax 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
PST 8%
HST
GST 7%
Tax Rate
HST
Tax Classification
Code
Tax Code Tax Code
Tax Rules
PST
Standard
PST 8%
Tax Rate
Taxes
Status
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 Mapping
Tax Code in 11i Nature eBTax Regime
to Rate Set up
Tax Rule
HST Tax Group No NA
GST Tax Code Yes Direct Rate
Determination rule – If
Tax classification code =
HST then tax is
applicable
PST Tax Code Yes
• If tax codes are not part of any tax groups then there will be no
Direct Rate Determination rule
Upgraded Defaulting Hierarchy in R12
Tax Group Determination Rules
For GST If Tax Classification Code = HST, Then Tax is Applicable


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


Information Source
Chapter 3 of Oracle Financials and Oracle Procurement
Functional Upgrade Guide: Release 11i to Release 12
Q U E S T I O N S
A N S W E R S


Thank You.