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Wednesday, March 7, 2012

Oracle ebusiness tax tables

Following are the main E-Business tax tables that will contain the setup information that will help support in troubleshooting E-Business tax information.

a. Tax Regimes: ZX_REGIMES_B
b. Taxes: ZX_TAXES_B
c. Tax Status: ZX_STATUS_B
d. Tax Rates: ZX_RATES_B
e. Tax Jurisdictions: ZX_JURISDICTIONS_B
f. Tax Rules: ZX_RULES_B

To get a dump of the eTax setups, you can use the following set of queries.
Please provide the tax regime code when prompted. If the issue is limited to a tax then provide the tax name when prompted else please leave it blank.

SELECT *
FROM zx_regimes_b
WHERE tax_regime_code = '&tax_regime_code';

SELECT *
FROM zx_taxes_b
WHERE DECODE('&tax_name',null,'xxx',tax) = nvl('&tax_name','xxx')
AND tax_regime_code = '&tax_regime_code';

SELECT *
FROM zx_status_b
WHERE tax = '&tax_name'
AND tax_regime_code = '&tax_regime_code';

SELECT *
FROM zx_rates_b
WHERE tax = '&tax_name'
AND tax_regime_code = '&tax_regime_code';

SELECT *
FROM zx_jurisdictions_b
WHERE DECODE('&tax_name',null,'xxx',tax) = nvl('&tax_name','xxx')
AND tax_regime_code = '&tax_regime_code';

SELECT *
FROM zx_rules_b
WHERE tax = '&tax_name'
AND tax_regime_code = '&tax_regime_code';

EBTAX TRANSACTION TABLES --

Following are the main E-Business tax tables that will contain the transaction information that will have the tax details after tax is calculated.

a. ZX_LINES: This table will have the tax lines for associated with PO/Release schedules.
TRX_ID: Transaction ID. This is linked to the
PO_HEADERS_ALL.PO_HEADER_ID
TRX_LINE_ID: Transaction Line ID. This is linked to the
PO_LINE_LOCATIONS_ALL.LINE_LOCATION_ID

b. ZX_REC_NREC_DIST: This table will have the tax distributions for associated with PO/Release distributions.
TRX_ID: Transaction ID. This is linked to the
PO_HEADERS_ALL.PO_HEADER_ID
TRX_LINE_ID: Transaction Line ID. This is linked to the
PO_LINE_LOCATIONS_ALL.LINE_LOCATION_ID
TRX_LINE_DIST_ID: Transaction Line Distribution ID. This is linked to the
PO_DISTRIBUTIONS_ALL.PO_DISTRIBUTION_ID
RECOVERABLE_FLAG: Recoverable Flag. If the distribution is recoverable then the flag will be set to Y and there will be values in the RECOVERY_TYPE_CODE and RECOVERY_RATE_CODE.

c. PO_REQ_DISTRIBUTIONS_ALL: This table will have the tax distributions for associated with Requisition distribution.

RECOVERABLE_TAX: Recoverable tax amount
NONRECOVERABLE_TAX: Non Recoverable tax amount

d. ZX_LINES_DET_FACTORS: This table holds all the information of the tax line transaction for both the requisitions as well as the purchase orders/releases.

TRX_ID: Transaction ID. This is linked to the
PO_REQUISITION_HEADERS_ALL.REQUISITION_HEADER_ID /
PO_HEADERS_ALL.PO_HEADER_ID
TRX_LINE_ID: Transaction Line ID. This is linked to the
PO_REQUISITION_LINES_ALL.REQUISITION_LINE_ID /
PO_LINE_LOCATIONS_ALL.LINE_LOCATION_ID

-- BELOW QUERY  RETRIEVES CUSTOMER ADDRESSES THAT DOESNT HAVE ANY GEOGRAPHY REFERENCE --

SELECT    HCA.ACCOUNT_NUMBER
              ,HCA.ACCOUNT_NAME
              ,HCS_SHIP.SITE_USE_CODE
              ,HL_SHIP.ADDRESS1 ADDRESS
              ,HL_SHIP.STATE STATE
              ,HL_SHIP.COUNTY COUNTY
              ,HL_SHIP.CITY CITY
              ,HL_SHIP.POSTAL_CODE
          FROM  HZ_CUST_SITE_USES_ALL HCS_SHIP
              , HZ_CUST_ACCT_SITES_ALL HCA_SHIP
              , HZ_CUST_ACCOUNTS HCA
              , HZ_PARTY_SITES HPS_SHIP
              , HZ_LOCATIONS HL_SHIP
         WHERE HCA.CUST_ACCOUNT_ID=HCA_SHIP.CUST_ACCOUNT_ID(+)
           AND HCS_SHIP.CUST_ACCT_SITE_ID(+) = HCA_SHIP.CUST_ACCT_SITE_ID
          -- AND HCA.ACCOUNT_NUMBER='10001'
           AND HCA_SHIP.PARTY_SITE_ID = HPS_SHIP.PARTY_SITE_ID
           AND HPS_SHIP.LOCATION_ID = HL_SHIP.LOCATION_ID
           AND HCA.STATUS='A'
           AND HCS_SHIP.STATUS='A'
           AND HCA_SHIP.STATUS='A'
           AND HL_SHIP.COUNTRY='US'
           AND NOT EXISTS (SELECT 1 FROM HZ_GEOGRAPHIES HG
                             WHERE HG.GEOGRAPHY_ELEMENT2_CODE=HL_SHIP.STATE
                                AND UPPER(HL_SHIP.COUNTY)=UPPER(HG.GEOGRAPHY_ELEMENT3_CODE)
                                AND UPPER(HL_SHIP.CITY)=UPPER(HG.GEOGRAPHY_ELEMENT4_CODE)
                                AND SYSDATE BETWEEN HG.START_DATE AND HG.END_DATE)

================================================================================================================

-- BELOW SQL QUERY RETRIEVES LIST OF JURISDICTIONS' FOR WHICH TAX RATES HAS BEEN DEFINED --

SELECT  TAX,
        TAX_JURISDICTION_CODE,
        GEOGRAPHY_ELEMENT2_CODE STATE_CODE,
        GEOGRAPHY_ELEMENT3_CODE COUNTY_CODE,
        GEOGRAPHY_ELEMENT4_CODE CITY_CODE
FROM ZX_JURISDICTIONS_B ZJ,
     HZ_GEOGRAPHIES HG
WHERE
    ZJ.TAX_REGIME_CODE='US_SALE_AND_USE_TAX'
    AND SYSDATE BETWEEN ZJ.EFFECTIVE_FROM AND NVL(ZJ.EFFECTIVE_TO,'31-DEC-4999')
    AND SYSDATE BETWEEN HG.START_DATE AND HG.END_DATE
    AND ZJ.ZONE_GEOGRAPHY_ID=HG.GEOGRAPHY_ID
    AND ZJ.TAX=HG.GEOGRAPHY_TYPE
    AND NOT EXISTS (SELECT 1 FROM ZX_RATES_B ZR
                    WHERE
                        ZR.TAX_REGIME_CODE='US_SALE_AND_USE_TAX'
                        AND ZR.TAX_JURISDICTION_CODE=ZJ.TAX_JURISDICTION_CODE)
ORDER BY TAX,
        TAX_JURISDICTION_CODE,
        GEOGRAPHY_ELEMENT2_CODE ,
        GEOGRAPHY_ELEMENT3_CODE,
        GEOGRAPHY_ELEMENT4_CODE
=====================================================================================================================

-- BELOW QUERY RETRIEVES LIST OF GEOGRAPHY'S WITHOUT JURISDICTIONS--

SELECT * FROM
(SELECT  GEOGRAPHY_TYPE,
        GEOGRAPHY_ELEMENT2_CODE STATE_CODE,
        GEOGRAPHY_ELEMENT3_CODE COUNTY_CODE,
        GEOGRAPHY_ELEMENT4_CODE CITY_CODE
    FROM
        HZ_GEOGRAPHIES HG
    WHERE HG.GEOGRAPHY_TYPE='STATE'
        AND SYSDATE BETWEEN HG.START_DATE AND HG.END_DATE
        AND GEOGRAPHY_ELEMENT1_CODE='US'
        AND NOT EXISTS (SELECT 1 FROM ZX_JURISDICTIONS_B ZJ
                        WHERE ZJ.ZONE_GEOGRAPHY_ID=HG.GEOGRAPHY_ID
                              AND ZJ.TAX_REGIME_CODE='US_SALE_AND_USE_TAX'
                              AND SYSDATE BETWEEN ZJ.EFFECTIVE_FROM AND NVL(ZJ.EFFECTIVE_TO,'31-DEC-4999')
                              AND ZJ.TAX=HG.GEOGRAPHY_TYPE)
UNION
SELECT  GEOGRAPHY_TYPE,
        GEOGRAPHY_ELEMENT2_CODE STATE_CODE,
        GEOGRAPHY_ELEMENT3_CODE COUNTY_CODE,
        GEOGRAPHY_ELEMENT4_CODE CITY_CODE
    FROM
        HZ_GEOGRAPHIES HG
    WHERE HG.GEOGRAPHY_TYPE='COUNTY'
        AND SYSDATE BETWEEN HG.START_DATE AND HG.END_DATE
        AND GEOGRAPHY_ELEMENT1_CODE='US'
        AND NOT EXISTS (SELECT 1 FROM ZX_JURISDICTIONS_B ZJ
                        WHERE ZJ.ZONE_GEOGRAPHY_ID=HG.GEOGRAPHY_ID
                                AND ZJ.TAX_REGIME_CODE='US_SALE_AND_USE_TAX'
                              AND SYSDATE BETWEEN ZJ.EFFECTIVE_FROM AND NVL(ZJ.EFFECTIVE_TO,'31-DEC-4999')
                              AND ZJ.TAX=HG.GEOGRAPHY_TYPE)
UNION
SELECT  GEOGRAPHY_TYPE,
        GEOGRAPHY_ELEMENT2_CODE STATE_CODE,
        GEOGRAPHY_ELEMENT3_CODE COUNTY_CODE,
        GEOGRAPHY_ELEMENT4_CODE CITY_CODE
    FROM
        HZ_GEOGRAPHIES HG
    WHERE HG.GEOGRAPHY_TYPE='CITY'
        AND SYSDATE BETWEEN HG.START_DATE AND HG.END_DATE
        AND GEOGRAPHY_ELEMENT1_CODE='US'
        AND NOT EXISTS (SELECT 1 FROM ZX_JURISDICTIONS_B ZJ
                        WHERE ZJ.ZONE_GEOGRAPHY_ID=HG.GEOGRAPHY_ID
                              AND ZJ.TAX_REGIME_CODE='_US_SALE_AND_USE_TAX'
                              AND SYSDATE BETWEEN ZJ.EFFECTIVE_FROM AND NVL(ZJ.EFFECTIVE_TO,'31-DEC-4999')
                              AND ZJ.TAX=HG.GEOGRAPHY_TYPE))
ORDER BY GEOGRAPHY_TYPE,STATE_CODE,
        COUNTY_CODE,
        CITY_CODE
===========================================================================================================

--SUPPLIER TAX REGISTRATION CREATION--

Use the below script to create Tax Registrations for suppliers - if you have defined any tax rule based on Tax Registrations

DECLARE X_RETURN_STATUS VARCHAR2(1);
BEGIN

     ZX_REGISTRATIONS_PKG.INSERT_ROW (       P_REQUEST_ID => NULL
                                            ,P_ATTRIBUTE1 => NULL
                                            ,P_ATTRIBUTE2 => NULL
                                            ,P_ATTRIBUTE3 => NULL
                                            ,P_ATTRIBUTE4 => NULL
                                            ,P_ATTRIBUTE5 => NULL
                                            ,P_ATTRIBUTE6 => NULL
                                            ,P_VALIDATION_RULE => NULL
                                            ,P_ROUNDING_RULE_CODE => 'UP'
                                            ,P_TAX_JURISDICTION_CODE => NULL
                                            ,P_SELF_ASSESS_FLAG => 'Y'
                                            ,P_REGISTRATION_STATUS_CODE => 'REGISTERED'
                                            ,P_REGISTRATION_SOURCE_CODE => 'IMPLICIT'
                                            ,P_REGISTRATION_REASON_CODE => NULL
                                            ,P_TAX => NULL
                                            ,P_TAX_REGIME_CODE => 'DAR'
                                            ,P_INCLUSIVE_TAX_FLAG => 'N'
                                            ,P_EFFECTIVE_FROM => TO_DATE('01-DEC-2007','DD-MON-YYYY')
                                            ,P_EFFECTIVE_TO => NULL
                                            ,P_REP_PARTY_TAX_NAME => NULL
                                            ,P_DEFAULT_REGISTRATION_FLAG => 'N'
                                            ,P_BANK_ACCOUNT_NUM => NULL
                                            ,P_RECORD_TYPE_CODE => NULL
                                            ,P_LEGAL_LOCATION_ID => NULL
                                            ,P_TAX_AUTHORITY_ID => NULL
                                            ,P_REP_TAX_AUTHORITY_ID => NULL
                                            ,P_COLL_TAX_AUTHORITY_ID => NULL
                                            ,P_REGISTRATION_TYPE_CODE => NULL
                                            ,P_REGISTRATION_NUMBER => NULL
                                            ,P_PARTY_TAX_PROFILE_ID => 812988
                                            ,P_LEGAL_REGISTRATION_ID => NULL
                                            ,P_BANK_ID => NULL
                                            ,P_BANK_BRANCH_ID => NULL
                                            ,P_ACCOUNT_SITE_ID => NULL
                                            ,P_ATTRIBUTE14 => NULL
                                            ,P_ATTRIBUTE15 => NULL
                                            ,P_ATTRIBUTE_CATEGORY => NULL
                                            ,P_PROGRAM_LOGIN_ID => NULL
                                            ,P_ACCOUNT_ID => NULL
                                            ,P_TAX_CLASSIFICATION_CODE => NULL
                                            ,P_ATTRIBUTE7 => NULL
                                            ,P_ATTRIBUTE8 => NULL
                                            ,P_ATTRIBUTE9 => NULL
                                            ,P_ATTRIBUTE10 => NULL
                                            ,P_ATTRIBUTE11 => NULL
                                            ,P_ATTRIBUTE12 => NULL
                                            ,P_ATTRIBUTE13 => NULL
                                            ,X_RETURN_STATUS => X_RETURN_STATUS
);

DBMS_OUTPUT.PUT_LINE('RETURN STATUS :' ||X_RETURN_STATUS);
COMMIT;
END;
===========================================================================================================

--EXCLUDE FREIGHT FROM DISCOUNT--

SELECT  APS.VENDOR_NAME,
             APS.EXCLUDE_FREIGHT_FROM_DISCOUNT VEND_EXCD,
            APSS.VENDOR_SITE_CODE,
            APSS.EXCLUDE_FREIGHT_FROM_DISCOUNT SITE_EXCD
 FROM   APPS.AP_SUPPLIERS APS,
            APPS.AP_SUPPLIER_SITES_ALL APSS
 WHERE    APS.VENDOR_ID = APSS.VENDOR_ID
        AND APS.VENDOR_ID NOT IN (1, 2, 3)
        AND APSS.EXCLUDE_FREIGHT_FROM_DISCOUNT IS NULL
        AND APS.EXCLUDE_FREIGHT_FROM_DISCOUNT  IS NULL



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