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Specify work site for projects and tasks

You need to specify a work site for every project customer to be billed. The work site is a shipping address of the customer. You specify a customer work site in the Customers window, which is accessible from the Projects form.

You can also specify task work sites, which may be different from the project customer work site, in the Task Detail window, which is accessible from the Tasks window of the Projects form. If you use invoice formats that group by work site, you can bill work performed according to the task work sites. If you do not group invoice formats by work site, Oracle Receivables calculates tax for taxable invoice lines using the project customer work site. See: Project Entry and Entering Project and Task Options.

Generate an invoice

When you generate a draft invoice, the Generate Draft Invoice process groups expenditure items into invoice lines based on the invoice formats you specify for the project. The Generate Draft Invoice process bills one event per invoice line. Each invoice line is created as non-taxable.

Identify taxable invoice lines

Your project administration and accounting staff who understand your organization's tax requirements should review the draft invoices and identify the lines to be taxed. You specify an invoice line as taxable using the in Invoice Review form. After you release an invoice, you cannot change the taxable status of an invoice line.

Interface invoices to Oracle Receivables

After you release an invoice, you interface invoices to Oracle Receivables.

The Interface Invoices to Receivables process interfaces invoice lines to the Oracle Receivables interface tables.

The Oracle Receivables AutoInvoice process creates invoices in Oracle Receivables from the invoice lines in the interface table. When creating the invoices in Oracle Receivables, the AutoInvoice process calculates tax for taxable invoice lines based on the work site of the invoice line and the taxable status of the customer.

Oracle Receivables stores the tax information for each invoice. This tax information includes the amount, the rate, and the liability account to which the tax is posted.

Report and view tax information in Oracle Receivables

You can report company tax liabilities using Oracle Receivables reports.

You can print tax information on a customer invoice using the Oracle Receivables invoice printing program or using a custom invoice printing program which reports tax information from the Oracle Receivables invoice tables.

You can view tax information using the Oracle Receivables View Invoice Image form.