Oracle R12 EBTax SQL Queries for Functional Implementers for Troubleshooting

Contents

1. 1 -- EBTAX SETUP TABLES --2. 2 -- EBTAX TRANSACTION TABLES --3. 3 -- SQL FOR PARTY FISCAL CLASSIFICATION CODE --4. 4 -- BELOW QUERY RETRIEVES CUSTOMER ADDRESSES THAT DOESNT HAVE ANY GEOGRAPHY REFERENCE --5. 5 -- BELOW SQL QUERY RETRIEVES LIST OF JURISDICTIONS' FOR WHICH TAX RATES HAS BEEN DEFINED --6. 6 -- BELOW QUERY RETRIEVES LIST OF GEOGRAPHY'S WITHOUT JURISDICTIONS--7. 7 --SUPPLIER TAX REGISTRATION CREATION--8. 8 --EXCLUDE FREIGHT FROM DISCOUNT--

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-- 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_Bb. Taxes: ZX_TAXES_Bc. Tax Status: ZX_STATUS_Bd. Tax Rates: ZX_RATES_Be. Tax Jurisdictions: ZX_JURISDICTIONS_Bf. Tax Rules: ZX_RULES_BTo 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_bWHERE tax_regime_code = '&tax_regime_code';SELECT *FROM zx_taxes_bWHERE DECODE('&tax_name',null,'xxx',tax) = nvl('&tax_name','xxx')AND tax_regime_code = '&tax_regime_code';SELECT *FROM zx_status_bWHERE tax = '&tax_name'AND tax_regime_code = '&tax_regime_code';SELECT *FROM zx_rates_bWHERE tax = '&tax_name'AND tax_regime_code = '&tax_regime_code';SELECT *FROM zx_jurisdictions_bWHERE DECODE('&tax_name',null,'xxx',tax) = nvl('&tax_name','xxx')AND tax_regime_code = '&tax_regime_code';SELECT *FROM zx_rules_bWHERE 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 thePO_HEADERS_ALL.PO_HEADER_IDTRX_LINE_ID: Transaction Line ID. This is linked to thePO_LINE_LOCATIONS_ALL.LINE_LOCATION_IDb. 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 thePO_HEADERS_ALL.PO_HEADER_IDTRX_LINE_ID: Transaction Line ID. This is linked to thePO_LINE_LOCATIONS_ALL.LINE_LOCATION_IDTRX_LINE_DIST_ID: Transaction Line Distribution ID. This is linked to thePO_DISTRIBUTIONS_ALL.PO_DISTRIBUTION_IDRECOVERABLE_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 amountNONRECOVERABLE_TAX: Non Recoverable tax amountd. 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 thePO_REQUISITION_HEADERS_ALL.REQUISITION_HEADER_ID /PO_HEADERS_ALL.PO_HEADER_IDTRX_LINE_ID: Transaction Line ID. This is linked to thePO_REQUISITION_LINES_ALL.REQUISITION_LINE_ID /PO_LINE_LOCATIONS_ALL.LINE_LOCATION_ID

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-- 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_IDFROM 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(+) = 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)

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-- 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 HGWHERE 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)UNIONSELECT 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)UNIONSELECT 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_EXCDFROM APPS.AP_SUPPLIERS APS, APPS.AP_SUPPLIER_SITES_ALL APSSWHERE 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==============================================================================================================