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Verify Tax Setup

Enter an Order (Oracle Order Entry)

Enter an order in Oracle Order Entry. Entering information at the order header sets up the customer, the ship-to and the bill-to address for the order. Moving to the Enter Order Lines region, each item is selected with the quantity, unit of measure and the unit price. The tax code will default to the Tax Group that was first found in the search according to the hierarchy you defined in the System Options window. You can override the Tax Code by entering a value of 'Tax Group'.

The Payment Information region will display the value of the total order and the total tax (GST + PST) that has been applied to the order based on the calculation done by the Receivables Tax Engine.

Additional overrides can be made for each item where the ship-to address can be changed for that item. This will trigger a recalculation of the taxes for that item based on the new ship-to address and credit check. See: Defining Credit Check Rules and Automatic Credit Checking of Orders.

Import Orders from Order Entry into Receivables

Run AutoInvoice to import orders from Order Entry into Receivables. Taxes will be recalculated based on the tax calculation and invoice creation setup options you defined.

Note: You can set up the Order Entry Receivables Interface and AutoInvoice programs to run automatically or you can request them manually (manually is the default).

View and Maintain Invoices (Receivables)

Verify that you can query, view, and maintain invoices in the Transaction windows. Open the Lines window and verify that all items display as they were created. The Tax field should display the total tax calculated for this invoice.

Choose Tax to view information about each tax line. Choose Accounting to view the tax account distribution for a line.

Suggestion: To find the invoice number assigned to this order, go to the View Orders window in Oracle Order Entry and locate the invoice number. Then, navigate to Receivables and query the invoice in the Transaction window as explained above.

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