Oracle r12 eb tax sql queries for functional implementers for troubleshooting oracle r12 upgrade and e-business tax implementa

Oracle R12 Upgrade and E-Business Tax
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Oracle R12 E-Business Tax (EBTax) Implementation Resources
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Oracle R12 EBTax SQL Queries for Functional Implementers
for Troubleshooting
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About Author
Oracle Applications (ERP) Financials Functional
Consultant with over 12 years of Experience
I can be easily reached at
Email - orafinr12docs@gmail.com
Oracle R12 EBTax Experience:
Total 8 Implementations (5 implementations & 3
upgrades – Industries Include)
- Utility
- Higher Education (University)
- Distribution
- Retail
- Semi- Conductor
- Bio Sciences & Nutritional (Web Sales)
Countries Implemented - United States, Canada, UK &
EU VAT
Expertise on P2P and O2C Side – Evaluations /
proposals/ solution Design / implementing complex
solutions etc
0
Oracle R12 EBTax SQL Queries for Functional Implementers for
Troubleshooting
Contents
1 -- EBTAX SETUP TABLES --
2 -- EBTAX TRANSACTION TABLES --
3 -- SQL FOR PARTY FISCAL CLASSIFICATION CODE --
4 -- BELOW QUERY RETRIEVES CUSTOMER ADDRESSES THAT DOESNT HAVE ANY GEOGRAPHY REFERENCE --
5 -- BELOW SQL QUERY RETRIEVES LIST OF JURISDICTIONS' FOR WHICH TAX RATES HAS BEEN DEFINED --
6 -- BELOW QUERY RETRIEVES LIST OF GEOGRAPHY'S WITHOUT JURISDICTIONS--
7 --SUPPLIER TAX REGISTRATION CREATION--
8 --EXCLUDE FREIGHT FROM DISCOUNT--
=========================================================================================================
-- EBTAX SETUP 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'
SELECT *
FROM zx_rates_b
SELECT *
FROM zx_jurisdictions_b
WHERE DECODE('&tax_name',null,'xxx',tax) =
nvl('&tax_name','xxx')
SELECT *
FROM zx_rules_b
=====================================================================
-- 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
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1 of 5 24/07/2012 12:55

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_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.
PO_REQUISITION_HEADERS_ALL.REQUISITION_HEADER_ID
/
PO_REQUISITION_LINES_ALL.REQUISITION_LINE_ID /
=============================================================================================================
-- SQL FOR PARTY FISCAL CLASSIFICATION
CODE --
SELECT HPP.PARTY_NAME,HP.PARTY_SITE_NAME ,HCA.*
FROM ZX_PARTY_TAX_PROFILE ZP
,HZ_CODE_ASSIGNMENTS HCA
,HZ_PARTY_SITES HP
,HZ_PARTIES HPP
WHERE ZP.PARTY_TAX_PROFILE_ID = HCA.OWNER_TABLE_ID
--AND ZP.PARTY_ID = :PARTY_ID
AND HCA.OWNER_TABLE_NAME = 'ZX_PARTY_TAX_PROFILE'
AND HP.PARTY_SITE_ID = ZP.PARTY_ID
AND HPP.PARTY_ID= HP.PARTY_ID
AND HCA.CLASS_CODE IS NOT NULL
ORDER BY ZP.LAST_UPDATE_DATE DESC
SELECT HP.PARTY_ID, HP.PARTY_NAME, HPS.PARTY_SITE_ID,
HPS.PARTY_SITE_NAME, ZP.PARTY_TAX_PROFILE_ID
FROM ZX_PARTY_TAX_PROFILE ZP,
HZ_PARTY_SITES HPS,
HZ_PARTIES HP,
HZ_CUST_ACCOUNTS_ALL CA
WHERE HP.PARTY_ID = HPS.PARTY_ID
AND HP.PARTY_ID = CA.PARTY_ID
AND HPS.PARTY_SITE_ID = ZP.PARTY_ID
AND CA.CUSTOMER_CLASS_CODE = 'WEB CUSTOMER'
AND UPPER(HP.PARTY_NAME) LIKE 'CAROLE%FINCK%'
AND EXISTS (
SELECT 1
FROM HZ_CODE_ASSIGNMENTS HCA
WHERE HCA.OWNER_TABLE_ID =
ZP.PARTY_TAX_PROFILE_ID
AND HCA.OWNER_TABLE_NAME =
'ZX_PARTY_TAX_PROFILE'
AND HCA.CLASS_CODE IS NOT NULL)
ORDER BY ZP.LAST_UPDATE_DATE DESC;
===============================================================================================================
-- 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(+) =
2 of 5 24/07/2012 12:55

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,
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
AND SYSDATE BETWEEN ZJ.EFFECTIVE_FROM
AND NVL(ZJ.EFFECTIVE_TO,'31-DEC-4999')
AND ZJ.TAX=HG.GEOGRAPHY_TYPE)
UNION
SELECT GEOGRAPHY_TYPE,
FROM
HZ_GEOGRAPHIES HG
WHERE HG.GEOGRAPHY_TYPE='COUNTY'
HG.END_DATE
WHERE
AND
AND ZJ.TAX=HG.GEOGRAPHY_TYPE)
UNION
SELECT GEOGRAPHY_TYPE,
FROM
HZ_GEOGRAPHIES HG
3 of 5 24/07/2012 12:55

WHERE HG.GEOGRAPHY_TYPE='CITY'
HG.END_DATE
WHERE
AND
ZJ.TAX_REGIME_CODE='_US_SALE_AND_USE_TAX'
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_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_ATTRIBUTE_CATEGORY => NULL
,P_PROGRAM_LOGIN_ID => NULL
,P_ACCOUNT_ID => NULL
,P_TAX_CLASSIFICATION_CODE =>
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
4 of 5 24/07/2012 12:55

AND APS.EXCLUDE_FREIGHT_FROM_DISCOUNT IS NULL
==============================================================================================================
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Oracle r12 eb tax sql queries for functional implementers for troubleshooting oracle r12 upgrade and e-business tax implementa