Configuration Owners

and Service Providers

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 Objectives

After completing this module, you should be able to:

• Understand configuration owners and the Global
Configuration Owner
• Understand E-Business Tax and third-party tax service
providers
• Set up a configuration option and service subscription
• Review event class settings, and update event class
settings for a combination of configuration owner and
application event class

Copyright © 2007, Oracle. All rights reserved.

 Agenda

– Overview of Configuration Owners

– Specify Configuration Options
– Set up Service Subscriptions
– Use Event Classes

Party Product Place Process

2 Configuration

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 E-Business Tax Architecture

5
Tax Repository, Reports, KPIs, Dashboards ….
Management
Services Calculate Determine Meta
4 Taxes Recovery ….. Data
Registration Rates Taxonomy
Rule Tax Regimes Place of
3 Taxes Supply Taxable Basis Recovery
& Rules
Engine
Party Product Place Process
2 Configuration
Meta Data
Repository

1
Tax Tax Jurisdiction Status
Authority Tax
Definition Regime Rates

Single Data Model

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 E-Business Tax Home Page –
Configuration Owner & Options

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 Tax Configuration Ownership

Tax Configuration Ownership

• Legal entities and operating units can own tax content

• Legal entities and operating units can share the

centralized tax content of the Global Configuration
Owner

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 Tax Configuration Options

Tax Configuration Options

• Configuration for Taxes and Rules

• Configuration for Product Exceptions

• Service Subscriptions

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 Configuration for Taxes and Rules

Configuration Options
• Common Configuration
• Common Configuration with
Party Overrides
• Party-Specific Configuration

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 Configuration for Product Exceptions

The configuration option setting for product exceptions

determines whether the product tax exceptions defined for
this tax regime are:
• Shared with other parties.
• Remain specific to one party.

Copyright © 2007, Oracle. All rights reserved.

 Legal Entity and Operating Unit
Configuration Options
Relationships between parties and tax requirements
• One party : One tax configuration
• Multiple parties : One tax configuration
• Multiple parties : One tax configuration with individual
overrides allowed
• One party : One tax configuration with use of third party
tax services for specific transaction events

Copyright © 2007, Oracle. All rights reserved.

 Agenda

– Overview of Configuration Owners

– Specify Configuration Options
– Set up Service Subscriptions
– Use Event Classes

Party Product Place Process

2 Configuration

Copyright © 2007, Oracle. All rights reserved.

 Configuration Options

Set up tax configuration options when you

create:
• Tax regime
• Party tax profile for a first party legal
entity or operating unit

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 Configuration Options Setup

• Prerequisites:
– Set the eBTax: Read/Write Access to GCO Data profile
option (for Global Configuration Owner setup)
– Set up tax regimes
– Set up party tax profiles

Copyright © 2007, Oracle. All rights reserved.

 Agenda

– Overview of Configuration Owners

– Specify Configuration Options
– Set up Service Subscriptions
– Use Event Classes

Party Product Place Process

2 Configuration

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 Service Subscriptions

External Service Providers

• Taxware, LP - A First Data Company
• Vertex, Inc.

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 Service Subscriptions Setup

• Prerequisites:
– Set up tax regimes
– Set up party tax profiles
– Set up configuration options

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 Agenda

– Overview of Configuration Owners

– Specify Configuration Options
– Set up Service Subscriptions
– Use Event Classes

Party Product Place Process

2 Configuration

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 Event Classes

Payables Receivables
• Standard invoices • Invoices
• Prepaid invoices • Credit memos
• Expense reports • Debit memos

Purchasing Trade Management

• Requisitions • Tax Event for Claims
• Purchase orders and Interfacing to AP
agreements • Tax Event for Claims
• Releases Interfacing to AR

Copyright © 2007, Oracle. All rights reserved.

 Configuration Owner Tax Options

Set up configuration owner tax options for a combination

of:
• Configuration owner
• Application event class

Copyright © 2007, Oracle. All rights reserved.

 Summary

In this module, you should have learned how to:

• Understand configuration owners and the Global
Configuration Owner
• Understand E-Business Tax and third-party tax service
providers
• Set up a configuration option and service subscription
• Review event class settings, and update event class
settings for a combination of configuration owner and
application

Copyright © 2007, Oracle. All rights reserved.