Scope for this Document )his document pro&ides the *unctiona# desi!n for +Orac#e *inancia#s for $ndia, O*$. product on definin! user confi!ura/#e item c#assification c#assification assi!nin! of item attri/utes attri/utes to &arious items and re!imes a#on! ith )a Determination 3 Defau#tin!'
"ote: T#e current content #as !een com*iled in reference to t#e fro,en sco*e of t#e ;3S GST Infrastructure Infrastructure delivera!les (Ref: GST P#ase -$ Delivera!les+docx)
urpose of this Document )his document is aimed at he#pin! the users to confi!ure ta defau#t setup for O*$ product'
!ntended "udience Audience for this this document is user !roups consu#tants and support team'
Subbarao Nemani
OFI-GST O2C Tax Defaulting-Phase-1
$- Introduction 1.1 Overview of GST )he 4oods and er&ices )a i## or 4) i## officia##7 8non as )he Constitution One 9undred and )ent7-econd Amendment. i## i## 201 proposes a nationa# a#ue added )a to /e imp#emented in $ndia' ;4oods and er&ices )a; ou#d /e a comprehensi&e indirect ta on manufacture sa#e and consumption of !oods and ser&ices throu!hout $ndia to rep#ace taes #e&ied /7 the Centra# and tate !o&ernments'
1.2 Order to Cash Tax Defaulting: $n this document e ha&e co&ered the setups re
Subbarao Nemani
OFI-GST O2C Tax Defaulting-Phase-1
!
2 - 5ser Confiura!le Tax Setu* efore e proceed an7 further e need to 8no ho this )a etup is confi!ured as' Oin! to chan!es in the )a tructure of $ndia the ne#7 created 4) )aes are the rep#acement for the $ndirect )aes' 9ere e i## #i8e to mention the )a etup in /road c#assification as /e#o:
)ransition )aes
>ithho#din! )aes )D .
4) )aes i## /e mapped under )ransition )aes hich is nothin! /ut the $ndirect )aes' >ithho#din! )aes are for the Direct )aes' )a Deducted at ource can /e mapped here'
- Setu*s for Tax Defaultin $n this section e ha&e mentioned the re
Subbarao Nemani
OFI-GST O2C Tax Defaulting-Phase-1
"
6 - Setu*s for Tax Rule 3asis #.1 Define Common Configuration )his is the Mandator7 setup hich decides on ho the )a defau#tin! mechanism shou#d happen' $t can /e defined at either the $n&entor7 Or!ani"ation Le&e# or at the Operatin! Unit #e&e#' )a defau#tin! mechanism is of to t7pes:
$tem Cate!or7 asis
Ru#e asis
e#o is the /rief o&er&ie of the )a Defau#tin! Mechanism' a. Item Category Basis: )his is identica# to the e istin! Orac#e *inancia#s for $ndia )a Defau#tin! en!ine here )aes are defau#ted on the a#es Order or AR $n&oice /asin! on the information shared at the Customer Additiona# $nformation creen' %recise#7 on choosin! this s7stem chec8s for the re#e&ant item cate!or7 setup hich is assi!ned to the item a#on! ith the )hird %art7 re!istration' $t can a#so /e referred to as )raditiona# >a7 of Determinin! )aes /asin! on $tem Cate!or7' )his etup is done at the Or!ani"ation #e&e#'
b. Rule Basis: )his determines set of Ru#es for the )a Cate!or7 Defau#tin!' )his !i&es us an approach to create a )a Determination mode# /asin! on the /usiness re
)his form can /e accessed &ia the /e#o na&i!ation: (. Orac#e *inancia#s for $ndia
Subbarao Nemani
)a Confi!uration
Define Common Confi!uration
OFI-GST O2C Tax Defaulting-Phase-1
#
Defined at OU Le&e#
End Date is optiona# to specif7 the effecti&e ti## date
hoin! that Ru#e asis is acti&e and defined for )a Defau#tin! tart Date is mandator7 hich sa7s the effecti&e from date
>e can chan!e the Defau#tin! Mechanism /7 end-datin! the current acti&e Determination asis and enterin! the ne &a#ue' )hese detai#s can /e entered in the form under )ransaction )a ta/'
e#o is the screen shot of form on se#ectin! >ithho#din! )a ta/'
Subbarao Nemani
OFI-GST O2C Tax Defaulting-Phase-1
$
)his setup here i## /e used on#7 hen >ithho#din! )a Re!istration num/er is not a&ai#a/#e' 9ere e specif7 the )a Cate!or7 hich i## /e defau#ted on hich Re!ime' )his is necessar7 on #7 for settin! up defau#tin! for Direct )aes'
#.2 Define $egime 9ere e i## define the respecti&e )a Re!ime used' )his Re!ime name entered is a user-confi!ura/#e fie#d and e can enter a &a#ue for the Re!ime (ame' (a&i!ation for this form is (.
Orac#e
*inancia#s for $ndia
)a
Confi!uration
Define
Re!ime
Field
Descri*tion
Re!ime Code
User Entera/#e &a#ue for Re!ime Code
Re!ime (ame
User Entera/#e &a#ue for Re!ime (ame
tart Date
Effecti&e *rom
End Date
Effecti&e unti#
Re!ime )7pe
(eed to choose from )ransaction )a >ithho#din! )a' ince e are usin! 4) taes hich are in p#ace for a## $ndirect taes e se#ect as +)ransaction )a,'
Subbarao Nemani
OFI-GST O2C Tax Defaulting-Phase-1
%
)a Authorit7
Enter the re#e&ant )a Authorit7
)a Ca#endar
(eed to pic8 &a#ue as )D Ca#endar
Under the )a/ Roundin! e can define Roundin! asis as /e#o:
)a Amount: 4) i## /e considered for ta amount'
)aa/#e Amount: )his is on hich the ta !ets computed'
Fuantit7: created in &ie of c#ean ener!7 cess'
#.% Define $eporting T&pe )he purpose of Reportin! )7pe is used to capture Additiona# $nformation or User defined specific attri/utes' $n the Contet of )a Defau#tin! e define this' )his can /e used for settin! up Reportin! Code for /e#o
*irst %art7
$tem
)hird %art7
$n the /e#o eamp#e e ha&e shon for Entit7 as $tem ith Reportin! Usa!e as )a Determination hich means that if )a Ru#es are defined for $tem Reportin! Code ith a &a#ue on matchin! on this entr7 )a Cate!or7 defined in the Ru#e i## /e defau#ted for these transactions' (.
Orac#e
*inancia#s for $ndia
Subbarao Nemani
Reportin!
Define
Reportin! )7pes'
OFI-GST O2C Tax Defaulting-Phase-1
1&
Sl+no+
Field
Functional Descri*tion
alidation
1'
Reportin! )7pe Code
User Entera/#e Reportin! Code
--
2'
Reportin! )7pe (ame
(ame for this etup
--
?'
Reportin! Usa!e
*or the )a Determination e se#ect as )a Determination
LO containin! &a#ues as Le!a# Reportin! Reportin! )a Determination )ransaction Attri/ute *or the ta defau#tin! on#7 a#ue )a Determination from the LO is usefu#
'
Entit7
Subbarao Nemani
$tem G for $tem Reportin! )7pe *irst %art7 G *or Reportin! )7pe at first part7 )hird %art7
OFI-GST O2C Tax Defaulting-Phase-1
11
5'
Data )7pe
6'
User Confi!ura/#e
@'
tart Date
'
End Date
Can pic8 a &a#ue from /e#o A#pha A#pha (umeric Date (umeric Can this /e modified /7 User after setup at transaction #e&e# pecif7 Effecti&e *rom Date Effecti&e unti# date
Under the Reportin! Code Detai#s e i## enter Reportin! Code &a#ue its &a#id description a#on! ith the Effecti&e dates'
#.# Define Tax T&pe )aes in 4) are /road#7 c#assified as Centra# 4oods and er&ice )a C4). $nte!rated 4oods and er&ice )a $4). tate 4oods and er&ice )a 4).' $n this form e are !oin! to specif7 the re
Orac#e
*inancia#s for $ndia
)a Confi!uration
Define )a )7pe
On sele'ting ()''ounting* Tab+ belo, is the s'reen shot .ere ,e s/e'if0 all the ne'essar0 a''ounts for the tax
Subbarao Nemani
OFI-GST O2C Tax Defaulting-Phase-1
12
#.' Define Tax $ate 9ere e specif7 the rate of ta hich is supposed to /e ca#cu#ated on the transaction' As per our re
Orac#e
*inancia#s for $ndia
)a
Confi!uration
Define
)a Ru#e
S'reen shot of the form ,here ,e hae efine the tax as 1&& 4e'oerable
Subbarao Nemani
OFI-GST O2C Tax Defaulting-Phase-1
13
5elo, is the information about the form fiel etails at the .eaer leel Sl+no+
Field
Functional Descri*tion
alidation
1'
Operatin! Unit
User i## se#ect the Respecti&e Operatin! Unit from the LO
Lists don the Operatin! Units'
2'
)a Re!ime Code
User i## ha&e to se#ect the Re!ime defined'
Lists don the Re!ime defined under the OU'
?'
)a Re!ime (ame
Disp#a7s the )a Re!ime name
Re!ime (ame auto popu#ates'
'
)a )7pe Code
User i## se#ect the )a )7pes defined
Lists don the define )a t7pes for that OU and re!ime'
5'
)a )7pe
Disp#a7s the )a )7pe name
)a )7pe name auto popu#ates'
6'
)a Rate )7pe
LO here e chose ho the ta rate shou#d /e ca#cu#ated as
List of &a#ues are:
@'
)a tatus
Subbarao Nemani
LO specifies the nature of
Adhoc Amount %ercenta!e UOM UOM Adhoc
List of &a#ues are :
OFI-GST O2C Tax Defaulting-Phase-1
1
)a tatus
Eempted 9i!her Loer Reduced tandard Hero
'
Reco&er7 Rate
User Entera/#e Reco&er7 Rate
)o define the I of )a Reco&er7 i'e' 100I reco&era/#e or 50I reco&era/#e or (on reco&era/#e ta
B'
$nc#usi&e )a
)o 8no if the defined ta is inc#usi&e in nature
On chec8in! the ta turns as $nc#usi&e in nature'
Under Rate Detai#s )a/ e specif7 the re
Subbarao Nemani
OFI-GST O2C Tax Defaulting-Phase-1
1!
6ner the )''ount tab+ ,e s/e'if0 its releant )''ount etails
#.( Define !tem Classification )his setup is re
Orac#e
*inancia#s for $ndia
Subbarao Nemani
$tem
Definition
$tem
C#assification
OFI-GST O2C Tax Defaulting-Phase-1
1"
>e are supposed to enter the Operatin! Unit Or!ani"ation and $tem (ame' As o/ser&ed e ha&e defined for $tem name: JA$RM$(' On c#ic8in! *ind if the setup a#read7 eists /e#o form opens up'
pecif7in! the item c#assification
Assi!nment to the re!ime
pecif7in! $tem attri/utes as app#ica/#e a#on! ith their &a#ues
$f the setup doesn,t eist e are supposed to define a ne setup /7 enterin! Or!ani"ation name $tem $tem C#assification at the header #e&e#' Under $tem Attri/utes )a/ e specif7 to hich )a Re!ime is this setup app#ica/#e' On se#ectin! Reportin! Codes ta/ /e#o is the screen shot'
4e/orting Coe Tab
Subbarao Nemani
OFI-GST O2C Tax Defaulting-Phase-1
1#
Reportin! Codes are usefu# for )a cate!or7 Determination on the )ransaction /asin! on the )a Ru#es pro&ided' )a Determination can a#so /e carried out on the /asin! of $tem Reportin! Code' )his is done /7 definin! attri/ute $tem Reportin! Code under a )a Ru#e' e#o are the detai#s under Reportin! Code ' Sl+no+
Field
Functional Descri*tion
alidation
1'
Reportin! Usa!e
User can se#ect the determination &a#ue' *or )a Defau#tin! e need to se#ect )D G )a Determination
LO containin! &a#ues as Le!a# Reportin! Reportin! )a Determination )ransaction Attri/ute *or the ta defau#tin! on#7 a#ue )a Determination from the LO is usefu#'
2
Re!ime (ame
%ic8 the Re!ime hich is app#ica/#e
(eed to se#ect the Re!ime defined'
?'
Reportin! )7pe (ame
LO #ists out the reportin! t7pe
$t contains the defined Reportin! )7pes here usa!e is defined as )a Determination on#7'
5'
Reportin! Code
%opu#ates the reportin! code &a#ue
Disp#a7s the &a#ue
6'
Description
Description
--
@'
tart Date
pecifies the ith Effecti&e from Date
--
'
End Date
Can end date the setup for reportin! Code
--
#.) Define Tax T&pe Subbarao Nemani
OFI-GST O2C Tax Defaulting-Phase-1
1$
)he (ature of the ta is defined here' >e can specif7 the Reco&era/#e or (on Reco&era/#e )a in this setup' (.
Orac#e
*inancia#s for $ndia
Subbarao Nemani
)a
Confi!uration
Define
)a )7pe
OFI-GST O2C Tax Defaulting-Phase-1
1%
6ner ()''ounting (tab+ it lists o,n the O6+ Organi7ation an its lo'ation ,here the res/e'tie a''ounts being assigne to
#.* Define Third art& $egistration Customers are referred to as )hird %arties ' o hen transactin! in Order to Cash c7c#e definin! Customers is necessar7 for the )a Defau#tin!' (.
Orac#e
*inancia#s for $ndia
Subbarao Nemani
%art7
Re!istration
Define
)hird %art7
OFI-GST O2C Tax Defaulting-Phase-1
2&
Nee to sele't as Customer
e#o are the detai#s under the Re!istration ta/' Sl+no+
#.+ Define Third art& $eporting Code $f )a Determination asis is )a Ru#es and defau#tin! attri/ute is Customer Reportin! Code then e need to define this Reportin! Code in the )hird %art7 Re!istration form'
User Entered Reportin! Code a#ue used for ta defau#tin!
Effecti&e dates of the reportin! code
#.1, Define -irst art& $egistration $n order to defau#t the ta cate!or7 on the transaction /asin! on the $n&entor7 Or!ani"ation e need to specif7 this setup' (.
Orac#e
*inancia#s for $ndia
Subbarao Nemani
%art7
Re!istrations
Define
*irst %art7 Re!istration
OFI-GST O2C Tax Defaulting-Phase-1
22
e#ect the Or!ani"ation
e#ect the app#ica/#e or!ani"ation t7pe
As o/ser&ed from the a/o&e screen shot e ha&e assi!ned the re!ime 4))aDO2C ith the respecti&e re!istration name and its num/er'
#.11 Define -irst art& $eporting Code )o defau#t )a Cate!or7 /asin! on the Reportin! code at the Or!ani"ation #e&e# e need this setup to /e performed' $n the same *irst %art7 Reportin! Code form se#ect the )a/ Reportin! Code '
Subbarao Nemani
OFI-GST O2C Tax Defaulting-Phase-1
23
#.12 Define !tem $eporting Code *or )a defau#tin! on the transaction /asin! on the $tem Reportin! code such that a## items ith these reportin! codes the respecti&e ta cate!or7 i## /e defau#ted e need define this setup' (.
Orac#e
*inancia#s for $ndia
$tem
Definition
Define
$tem C#assification
e#ect Reportin! Code )a/
#.1% Define Tax Categories As mentioned from the inception of this document )a Cate!or7 i## /e defau#ted on the transaction /asin! on the respecti&e setups' (o e i## define the )a Cate!or7 itse#f' (.
Orac#e
*inancia#s for $ndia
Subbarao Nemani
)a
Confi!uration Define )a Cate!ories
OFI-GST O2C Tax Defaulting-Phase-1
2
User entered )a Cate!or7 (ame
Assi!n the defined )a Rates
#.1# Define Third art& $egistration um/er )o defau#t taes /asin! on the Re!istration (um/er of the Customer e se#ect the )hird %art7 Re!istration (um/er in the ta ru#es' (.
Orac#e
*inancia#s for $ndia
Subbarao Nemani
%art7
Re!istration
Define
)hird %art7 Re!istration
OFI-GST O2C Tax Defaulting-Phase-1
2!
#.1' Define Tax $ules *or defau#tin! )a Cate!or7 on a transaction /asin! on a set of Ru#es as per /usiness re
Orac#e
*inancia#s for $ndia
)a
Confi!uration
Define
)a Ru#es
*or the sa8e of understandin! e are sp#ittin! the form as header and #ine section here #ines determines information under )a Determination Ru#es /asis and header is a/o&e it' 9eader Detai#s Sl+no+
Field
Functional Descri*tion
alidation
1'
Operatin! Unit
User to se#ect the OU
--
2'
)a Ru#e code
User Entera/#e a#ue
--
?'
)a Ru#e (ame
User Entera/#e a#ue
Description
'
)a Cate!or7
LO to pic8 the defined ta cate!ories
5'
tart Date
Date Effecti&e *rom
--
6'
End Date
Date Effecti&e )o
--
Subbarao Nemani
OFI-GST O2C Tax Defaulting-Phase-1
2"
At the #ine #e&e# e can specif7 the )a ru#es usin! the /e#o attri/utes = &a#ues' )a Determination asis = Ru#e contains /e#o a#ue as shon in the screen shot'
Sl+no+
Field
Functional Descri*tion
alidation
1'
App#ication
e#ect the app#ication from the LO
a#ues are
2'
Customer Reportin! Code
Reportin! Code defined at )hird %art7 Re!istration
?'
*irst %art7 Re!istration (um/er
Re!istration num/er specified in *irst %art7 Re!istration
--
'
*irst %art7 Reportin! Code
Reportin! Code defined at *irst %art7 Re!istration
--
5'
$tem C#assification
a#ue fetched after Definin! $tem C#assification setup
--
Subbarao Nemani
OFI-GST O2C Tax Defaulting-Phase-1
4enera# Led!er %a7a/#es %urchasin! Recei&a/#es %roects $n&entor7 Order Mana!ement
Re!istration num/er of third part7 defined in )hird %art7 re!istration form
--
Subbarao Nemani
OFI-GST O2C Tax Defaulting-Phase-1
2$
7 - Tax Defaultin it# Item Cateor4 Setu* '.1 Define Common Configuration )he Common Confi!uration setup has to /e defined for $tem Cate!or7' e#o is the screen shot of the form shoin! that $tem Cate!or7 setup is acti&e'
$tem Cate!or7 etup is Acti&e'
'.2 Define !tem Categories 9ere e are !oin! to create $tem Cate!or7 List here this is assi!ned to a specific $tem a#on! ith the respecti&e )a Cate!or7' (.
Orac#e
*inancia#s for $ndia
Subbarao Nemani
$tem
Definition
Define
$tem Cate!ories
OFI-GST O2C Tax Defaulting-Phase-1
2%
Sl+no+
Field
Functional Descri*tion
alidation
1'
(ame
Enter the (ame for the $tem Cate!or7
--
2'
Description
User description
--
?'
$tem
%ic8 the re#e&ant item on hich the ta cate!or7 shou#d /e defau#ted
LO #ists don a## the items'
'
)a Cate!or7
e#ect the )a Cate!or7 hich shou#d !et defau#ted at the item
'.% Define Third art& $egistration After creation of $tem Cate!or7 e no need to add this setup at the )hird %art7 Re!istration or for the respecti&e Customer'
Subbarao Nemani
OFI-GST O2C Tax Defaulting-Phase-1
3&
e#ect the Defined $tem Cate!or7
As o/ser&ed the Description of the Created )a Cate!or7 !ets shon in the LO here the respecti&e $tem Cate!or7 etup i## /e chec8ed' On sa&in! no the $tem Cate!or7 /asis method of )a Defau#tin! or8s and on creatin! an Order taes i## /e defau#ted /asin! on this setup'
Subbarao Nemani
OFI-GST O2C Tax Defaulting-Phase-1
31
& - Flo C#art for Tax Defaultin )his section contains the f#o chat representation of ho the )a defau#tin! or8s' )a defau#tin! can /e done ith the ne approach of Definin! )a Ru#es or simi#ar the eistin! approach of defau#tin! &ia the $tem Cate!or7 refer the /e#o f#o'
(.1 !tem Categor& 0asis tart
)a Ru#es
Chec8 for a#ue of Common Confi!uration
(o
$s $tem Cate!or7 Defined Nes
Chec8 if $tem Cate!or7 Assi!ned at )hird %art7 Re!istrations
(o (o )a
Nes
Default Tax on Sales orer ia the assigne
)aes defau#ted /asin! on )a Ru#es setu
Subbarao Nemani
End
OFI-GST O2C Tax Defaulting-Phase-1
32
&+2 Tax Defaulting 0asing on Tax $ules tart
$tem Cate!or7 Chec8 for a#ue of Common Confi!uration )a Ru#es
(o
(o )a Cate!or7
$s )a Ru#e Defined Nes
Che'8 for 9at'hing )ttributes in all Tax 4ules
$f Attri/utes are Matchin! from )o or More Ru#es
(o
%ic8 Ru#e of Loer %riorit7
Nes %ic8 )a Ru#e hich is matchin! a## attri/utes
Defau#t )a Cate!or7 from the )a Ru#e )aes defau#ted /asin! on )a Ru#es setu
Subbarao Nemani
End
OFI-GST O2C Tax Defaulting-Phase-1
)a Cate!or7
33
8 - Test Case Scenarios ).1 xample: 9o to defau#t )aes on a#es order /asin! on )a Ru#es setup if chosen the )a Determination asis=Ru#e as: App#ication here )a Cate!or7 4))CDO2C shou#d /e defau#ted on the a#es order upon sa&in!' "pproach: Step 1: Define )a Ru#e as /e#o Tax Rule "ame
Tax Cateor4
Priorit4
4))RD
4))CDO2C
2
Step 2 : Define )a Attri/utes as /e#o Sl+no+
Tax Determination Rule 3asis < Rule
Tax Determination alues
Su! alues
1'
App#ication
Order Mana!ement
--
e#o is the creen shot of the Define )a Ru#e'
Subbarao Nemani
OFI-GST O2C Tax Defaulting-Phase-1
3
Step 3: Create a a#es Order' 9ere a#es order (um/er @ is created'
Step 4: 4o ac8 to Order 9eader $nformation' C#ic8 on )oo#s G $ndia )a Detai#s *orm'
Order header
(. ia )oo#s G $ndia )a Detai#s *orm'
Subbarao Nemani
OFI-GST O2C Tax Defaulting-Phase-1
3!
tep 5: )aes are defau#ted as per the defined )a Ru#e setup'
)a Cate!or7 Defau#ted'
)aes on the Order Line #e&e#
)aes hich are defined as per the )a Cate!or7 are defau#ted on a&in! the order as per the created )a Ru#e setup'
).2 xample: )o Determine )a Defau#tin! asin! on $tem C#assification and )hird %art7 Re!istration of the customer so that hen an order is created for this customer )aes shou#d popu#ate automatica##7' '**roac#: Step1: Define $tem C#assification Refer section: Define $tem C#assification for setup detai#s'
Define )hird %art7 Re!istration for setup detai#s'
Step 3: Define )a Ru#e as e#o Tax Rule "ame
Tax Cateor4
Priorit4
4))RD
4))CDO2C
2
Step 4: )a Ru#e is defined as /e#o Sl+no+
Tax Determination Rule 3asis < Rule
Tax Determination alues
Su! alues
1'
$tem C#assification
Ra Materia# $ndi!enous-$(D
--
2'
)hird %art7 Re!istration (um/er
ECC12?56@B10
--
creen shot of the )a Ru#e'
Subbarao Nemani
OFI-GST O2C Tax Defaulting-Phase-1
3#
Step 5: Sales orer for Customer I; Customer&2 ,here the Thir Part0 4egistration setu/ is efine for
Step 6 : (. to )oo#s G $ndia )a Detai#s
Subbarao Nemani
OFI-GST O2C Tax Defaulting-Phase-1
3$
)a Cate!or7 Defau#ted' a#es Order (um/er
)he re#e&ant )aes defined for the ta cate!or7 are defau#ted on to the order here item is defined as RM$( and for customer here the )hird %art7 re!istration setup is defined for'
Step 5 : Create a#es order for customer $L Customer02 for hich this )hird %art7 Reportin! Code and $tem setup are defined'
Subbarao Nemani
OFI-GST O2C Tax Defaulting-Phase-1
&
Step 6: )t Orer .eaer leel+
)aes are !ettin! defau#ted on to the order /asin! on the defined setup'
).# xample:
Subbarao Nemani
OFI-GST O2C Tax Defaulting-Phase-1
1
9o to defau#t taes on to the order /asin! on $tem Reportin! Code a#on! ith pre&ious setups of $tem C#assification and )hird part7 re!istration in Continuation to Eamp#e ?. '**roac#: Step 1: Define $tem C#assification Refer section Define $tem C#assification for setup detai#s' Step 2 : Define Customer Reportin! Code Refer section Define )hird %art7 Reportin! Code for setup detai#s' Step 3: Define $tem Reportin! Code Refer section Define Reportin! )7pe under hich chec8 for the setup ith Reportin! Usa!e as )a Determination and Entit7 as $tem' Step 4: Define )a Ru#es Define )a Ru#e as e#o Tax Rule "ame
Tax Cateor4
Priorit4
4))RD
4))CDO2C
2
Step 5 : )a Ru#e is defined as /e#o Sl+no+
Tax Determination Rule 3asis < Rule
Tax Determination alues
Su! alues
1'
$tem C#assification
Ra Materia# $ndi!enous-$(D
--
2'
Customer Reportin! Code
12?5
--
?'
$tem Reportin! Code
12?
--
creen shot of the defined )a Ru#e *orm
Subbarao Nemani
OFI-GST O2C Tax Defaulting-Phase-1
2
Step 6 : Create Order'
Step 7 : S'reen shot of the Tools > Inia Tax Details form+ ,here the taxes are efaulte on to the Orer
Subbarao Nemani
OFI-GST O2C Tax Defaulting-Phase-1
3
).' xample: )o Determine taes on to the Order /asin! on the *irst %art7 Reportin! Code etup *irst %art7 Re!istration (um/er a#on! ith pre&ious setups' '**roac# Step 1: tep 1: Define $tem C#assification Refer section Define $tem C#assification for setup detai#s' Step 2 : Define Customer Reportin! Code Refer section Define )hird %art7 Reportin! Code for setup detai#s' Step 3: Define $tem Reportin! Code Refer section Define Reportin! )7pe under hich chec8 for the setup ith Reportin! Usa!e as )a Determination and Entit7 as $tem' Step 4: Define *irst %art7 Reportin! Code Refer section Define *irst %art7 Reportin! Code' Step 5 : Define *irst %art7 Re!istration (um/er Refer ection Define *irst %art7 Re!istration Step 6 : Define )a Ru#es
Subbarao Nemani
OFI-GST O2C Tax Defaulting-Phase-1
Define )a Ru#e as e#o Tax Rule "ame
Tax Cateor4
Priorit4
4))RD
4))CDO2C
2
Step : )a Ru#e is defined as /e#o Sl+no+
Tax Determination Rule 3asis < Rule
Tax Determination alues
Su! alues
1'
$tem C#assification
Ra Materia# $ndi!enous$(D
--
2'
Customer Reportin! Code
12?5
--
?'
$tem Reportin! Code
12?
--
'
*irst %art7 Reportin! Code
$(D$$DUAL
--
5'
*irst %art7 Re!istration (um/er
4)D125
--
creen shot of the )a Ru#es form'
Step 8: Create Sales orer
Subbarao Nemani
OFI-GST O2C Tax Defaulting-Phase-1
!
Step 9: Obsere that Tax 'ategor0 is efaulte on to the orer
Subbarao Nemani
OFI-GST O2C Tax Defaulting-Phase-1
"
).( xample: $f there are to )a Determination Ru#es defined in the s7stem hich )a Cate!or7 is pic8ed up for Defau#tin! )aes on the order '**roac#: Step1: )a Ru#es defined in this s7stem are as /e#o:Sl+"o
Tax Rule Code
Tax Rule "ame
Priorit4
Tax Cateor4 Defaulted
1
O2C1
O2C1
1
O2C
2
4))RD
4))RD
2
4))CDO2C
Step 2 : )a Determination is defined as /e#o:Tax Rule "ame
Tax Rule Code
Priorit4
Tax Rule
Tax Determination alue
O2C1
O2C
1
$tem C#assification
Ra Materia# $ndi!enous-$(D
4))RD
4))CDO2C
2
$tem C#assification
Ra Materia# $ndi!enous-$(D
9ere /oth taes ru#es are defined ith )a Determination &a#ue as $tem C#assification' *or etup re#atin! to $tem C#assification refer Define $tem C#assification' ince oth are ha&in! the same num/er of attri/utes and )a ru#es /ein! the same #et,s see hich ta Cate!or7 i## /e the s7stem pic8 for )a defau#tin! '$dea##7 as per the desi!n if the Attri/utes are of same num/er and matchin! across to different ta ru#es then s7stem i## ta8e #oer num/er as priorit7 for precedence o&er the #ar!er num/er' Step 3: Create a#es order'
Subbarao Nemani
OFI-GST O2C Tax Defaulting-Phase-1
#
Step 4: creen shot of the )oo#s- $ndia )a Detai#s
Subbarao Nemani
OFI-GST O2C Tax Defaulting-Phase-1
$
As o/ser&ed )a Cate!or7 O2C* is efaulte on to the orer
).) xample: >hich )a Ru#e i## the s7stem pic8 the scenario here )o )a Ru#es are defined in the s7stem here /oth one has more num/er of matched attri/utes than the other /ut ith there is a %riorit7 difference' )a ru#es are defined /e#o: Step 1 )a Ru#e: O2C1 Tax Rule Code
Tax Rule "ame
Tax Cateor4
Priorit4
Start Date
;nd Date
O2C1
O2C1
O2C
1
1B-Au!-2016
--
Step 2: )a Determination attri/utes are defined as Tax Determination Rule
Tax Determination alue
Su!- alues 0 if a**lica!le
$tem C#assification
Ra Materia# $ndi!enous-$(D
--
Step 3: !a" Rule #S!$!R$D Tax rule code
Tax rule "ame
Tax Cateor4
Priorit4
Start Date
;nd Date
4))RD
4))RD
4))CDO2C
2
2?-MAR-2016
--
Step 4: !a" Determination attributes %e&ine% as Tax Determination Rule
Tax Determination alue
Su!- alues 0 if a**lica!le
$tem C#assification
Ra Materia# $ndi!enous-$(D
--
)hird %art7 Re!istration (um/er
ECC12?56@B10
*irst %art7 Re!istration (um/er
4)D12?5
*irst %art7 Reportin! Code
$(D$$DUAL
Step 5: a#es order is created'
Subbarao Nemani
OFI-GST O2C Tax Defaulting-Phase-1
%
Step 6: e#o are the detai#s a/out this order here the fo##oin! setups are defined'
$tem C#assification
)hird %art7 Re!istration (um/er
*irst %art7 Re!istration (um/er
*irst %art7 Reportin! Code
Step : On sa&in! the order )a Cate!or7 4))CDO2C is defau#ted hich means )a Ru#e ; 4))CDO2C is pic8ed thou!h this is ha&in! priorit7 as 2' 1 means hi!hest. Step ': $t means that it chec8s for the num/er of matchin! attri/utes here for )a ru#e O2C1 on#7 the item C#assification setup is matchin!' >hereas in this Order there are other attri/utes hich are matchin! ith another ta ru#e' 9ence s7stem pic8s the ru#e here a## the attri/utes in )a Determination Ru#e are matchin!'
).* xample: >anted to 8no on ho to defau#t )a Cate!or7 on the Order here a#es order is created ith to different $tems '**roac#: a#es order containin! to items' a' ?)IT4)D /' ?)I49IN
Step 1: Create $tem C#assification setup for item: JA$)RAD
Subbarao Nemani
OFI-GST O2C Tax Defaulting-Phase-1
!&
Step 2 : Create $tem C#assification setup for item: JA$RM$( Step 3: Create )a Ru#es as /e#o a. !a" rule 1 &or item ()I!R)D )a Determination Ru#es #'no'
ince there are to different ru#es created for to different items here for /oth on#7 1 c#assification. is matchin! e are not mentionin! a/out priorit7'
attri/ute item
Step 4: Create a#es order ith these to items'
Subbarao Nemani
OFI-GST O2C Tax Defaulting-Phase-1
!1
Step 5 : )a defau#tin! on the Order /asin! on the each item respecti&e defined )a ru#es' a' creen shot of ta cate!or7 defau#tin! O2C for #ine num/er 1' Nou ma7 chec8 for the )aes section
Subbarao Nemani
OFI-GST O2C Tax Defaulting-Phase-1
!2
/' creen shot of )a Cate!or7 4))CDO2C defau#tin! a#on! ith respecti&e taes on to the order #ine num/er 2'
).+ xample: 9o to defau#t ta cate!or7 on the order ith $tem C#assification setup defined' '**roac# Step1: Define Common Confi!uration At the common confi!uration setup ensue that $tem Cate!or7 asis is acti&e'
Subbarao Nemani
OFI-GST O2C Tax Defaulting-Phase-1
!3
Step 2 : Define $tem Cate!or7 Refer Define $tem Cate!ories tep ?: Assi!n $tem Cate!or7 Created in tep 2 in )hird %art7 Re!istration form for the Customer'
$tem C#assification setup attached
Step 4: Create a#es Order'
Subbarao Nemani
OFI-GST O2C Tax Defaulting-Phase-1
!
Step 5 : )oo#s- $ndia )a Detai#s
)aes are defau#ted /asin! on the $tem Cate!or7 setup /asis'
