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Oracle Advisor Webcast Program

Current schedule
Archived recordings
Doc ID 740966.1

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Oracle Advisor Webcast
How To Use E-Business Tax Simulator
Vikranth Medury, Principal Software
Engineer
 How To Use E-Business Tax Simulator Webcast
Resource Links
To access the How To Use E-Business Tax Simulator webcast
recording:
https://oracleaw.webex.com/oracleaw/lsr.php?RCID=ad7992b04b1b3781b3016552879f7c83

Questions? To ask questions on the How To Use E-Business Tax

Simulator webcast: https://community.oracle.com/thread/3582702

Note: The link to download the presentation PDF is included in the

Continue the Discussion link above.

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 Objectives

Understand what the Tax

Simulator is
Become familiar with the
benefits of using this tool
Get comfortable using the
Simulator to test tax scenarios
for Payables & Receivables
invoices

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 Agenda
What Is The Tax Simulator?
What Can You Use It For?
What It Does Not Do
Simulator User Interface
Tax Simulator Analysis Tools
Demonstrations

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 What Is The Tax Simulator?

Separate user interface

(UI): ZXTRXSIM.fmb
Test various tax
calculations
Emulates but does not
trigger real transactions

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 What Can You Use The Tax Simulator For?
Flexibility to test new and/or changed tax rules
View applied tax rules & the processed result for each rule type
Simulate characteristics of the Payables, Purchasing, &
Receivables Workbenches
View individual & summarized tax lines generated
Use the associated tax windows to view and/or override tax lines
Quickly enter transactions with fewer validations to perform what-if
scenarios on tax calculation

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 What The Tax Simulator Does Not Do

Simulate tax recovery processing

Test actions performed on transactions/transaction lines
Canceling
Deleting
Reversing lines
Verify user control settings
Show tax accounting

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 Tax Simulator User Interface (UI)
From the Main Menu navigate to Tax Simulator Responsibility

Header
Section

Line
Section

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 Header Information Main
Application, legal entity, operating unit & main document details

Application Items
Oracle Payables Expense Reports, Prepayment Invoices,
Standard Invoices
Purchasing Charges, PO_PA, Release, Requisition
Receivables Credit Memo, Debit Memo, Invoice, Invoice
Adjustment, Receipts
Trade Management Trade Management Payables, Trade
Management Receivables

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 Header Information Main

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 Header Information Party

Enter shipping and billing parties

Must select at least one location for a transaction

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 Header Information Sites

Enter the shipping & billing party sites and locations

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 Header Information Currency

Enter currency & exchange rate information

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 Header Information Misc

Enter Default Taxation Country & Document Sub Type

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 Header Information Location
Enter Points Of Acceptance & Origin

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 Line Information Main
Enter standard line level information

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 Line Information More
Enter additional charges, discounts or exemption details

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 Line Information Reference Documents
Enter information related to a prior document in the business flow

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 Line Information Adjusted Documents
Enter a prior document that is adjusted by the current document

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 Line Information Applied Documents
Enter a prior document that is applied to the current document

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 Line Information Tax
Enter manual tax lines

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 Transaction Distributions Window
Click on Distributions Button on Main Form

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 Tax Simulator Analysis Tools
Summary Tax Lines Window
Detailed Tax Lines Window
Rules Window
View Tax Logs
Purge Process

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 Summary Tax Lines Window

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 Detailed Tax Lines Window

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 Rules Window
Click on Tax Rules Button on Detailed Tax Lines Page

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 View Tax Logs
Set the following profiles:
FND: Debug Log Level - Statement
FND: Debug Log Module - ZX%
From Menu navigate to Tools > View Tax Log

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 View Tax Log Sample

From Menu navigate to : Tools

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 Purge Process
Navigate to Tax Manager Responsibility > View >Requests > Submit New

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 Tax Simulator Demo
Use GB_GENERAL_VAT tax when Ship From country = United Kingdom
Customer : VM UN CT Exempt Tax Registration Status- Registered
Supplier : VM UK CT -Tax Registration Status- Unregistered
There are 3 tax statues

GB_STANDARD GB_EXEMPT GB_REDUCED

Default Rate: Default Rate: Default Rate:
GB_STANDARD_17.5 GB_EXEMPT_0 GB_REDUCED_5
When Ship to party not When Ship to party is When Ship to party is
registered registered & registered &
Intended use = GB Intended use <> GB
LINKED TO EXEMPT LINKED TO EXEMPT
SALES SALES

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 Demonstration
viewlets available in
Doc ID 1906992.1
Demonstrations
1. Payables Invoice
2. Receivables Invoice

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 Summary
What we covered today

What the Tax Simulator is and what

it is used for
Things the simulator does not do
Reviewed the user interface
Demonstrated using the Simulator
to test tax scenarios for Payables &
Receivables invoices

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 Top Articles and Community Links

How To Use The E-Business Tax

Simulator [Video] (Doc ID
1906992.1)

For links to the webcast recordings,

presentation materials & Q&A for
the 6 part EBTax Webcast Series:
https://community.oracle.com/thread/3550398

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 Top Articles and Community Links
Questions? For follow up questions on topics covered in this webcast,
connect via this E-Business Tax Community thread:
https://community.oracle.com/thread/3582702

E-Business Tax Community:

https://community.oracle.com/community/support/oracle_e-business_suite/e-business_tax

Payables Community:
https://community.oracle.com/community/support/oracle_e-business_suite/payables

Procurement Community:
https://community.oracle.com/community/support/oracle_e-business_suite/procurement

Receivables Community:
https://community.oracle.com/community/support/oracle_e-business_suite/receivables

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Twitter: @Oracle_EBS
Facebook: OracleEBusinessSuiteSupport
Blog: http://blogs.oracle.com/EBS
My Oracle Support EBS Community:
https://community.oracle.com/community/support/oracle_e-business_suite

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 Oracle Advisor Webcast Program
Locating Current Schedule & Archived Recordings

From Doc ID 740966.1

drill down to your
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For us, E-Business

Suite (EBS)

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 Oracle Advisor Webcast Program
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Access the EBS page

directly via Doc ID
1455369.1

Drill down to your area of

interest

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 Oracle Advisor Webcast Program
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 Where Can I Get The Slides From This Session?
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2. Receivables Community >Content Tab > Documents (within 24 hours)

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