(IND) Working with Transactions for Purchase Tax

This chapter discusses how to:

• Assign form types to purchase vouchers for an interstate purchase.

• Enter the form details for purchase vouchers.

• Print the list of items used for personal consumption.

• Update purchase orders for VAT items.

• Update purchase orders.

• Update purchase taxes for purchase vouchers.

• Enter direct expenses.

Assigning Form Types to Purchase Vouchers for an Interstate Purchase

This section provides an overview of the assignment of form types to purchase vouchers for interstate purchases and discusses how to:

• Set the processing option for Purchase CST Update (P75I2131).

• Assign a form type to a purchase voucher for an interstate purchase.

Understanding the Assignment of Form Types to Purchase Vouchers for Interstate Purchases

Use the Purchase CST Update program (P75I2131) to select the records for interstate purchases and assign concession form types to purchase vouchers. For example, you assign Form C to claim the 4% central sales tax (CST) exemption for an interstate purchase.

Forms Used to Assign Form Types to Purchase Vouchers for Interstate Purchases

Setting the Processing Option for Purchase CST Update (P75I2131)

Processing options enable you to specify the default processing for programs and reports.

Defaults

Assigning a Form Type to a Purchase Voucher for an Interstate Purchase

Access the Assign Form1 form.

Form Type	Enter a user-defined code from UDC table 75I/FS to specify the form type for sales tax concession. Examples are: C: Form C. D: Form D. E I: Form E I. E II: Form E II. F: Form F. H: Form H.
Amount Vouchered To Date	Enter the total amount of purchase orders for a voucher for a selected form type.

Entering the Form Details for Purchase Vouchers

This section provides overviews of form detail entry and revisions for purchase vouchers and discusses how to:

• Enter the form details for a purchase voucher.

• Revise the form details for a purchase voucher.

Understanding Form Detail Entry for Purchase Vouchers

Use the Form Entry program (P75I2132) to enter the form details such as form number, form date, and state of origin for the form type that is attached to a voucher. After the purchase tax update, you can enter the form details for the vouchers of the selected form type.

The Form Entry program updates information in the Purchase Tax Form Details - Summary table (F75I402).

Understanding Form Detail Revisions for Purchase Vouchers

Use the Purchase Return & Form Revision program (P75I2137) to revise form details such as form number, form receipt date, and the state issuing the purchase voucher. Before you revise the form details, you can review purchase vouchers by VAT item, CST item, or CST non four percent item on the Select Form Number form.

Using the Select Form Number form, you can also temporarily or permanently unclaim the tax for a purchase voucher by selecting Temporary/Unclaim or Permanent/Unclaim from the Row menu. You can also initiate the return of purchased items for a purchase voucher by selecting Purchase Return from the Row menu.

Purchase Returns for Goods Under Warranty or Maintenance

Follow these standard procedures to process purchase returns:

1. Process the receipt of the goods.

   The system uses the landed cost setup to calculate and apply taxes.

2. Enter negative amounts on a purchase order to reverse the receipt when goods are returned or rejected.

   The system uses the landed cost setup to reverse the taxes.

Forms Used to Enter the Form Details for Purchase Vouchers

Entering the Form Details for a Purchase Voucher

Access the Fill Form Details - Final form.

Form Number	Enter the form number of the form.
Origin State	Enter a user-defined code from UDC table 00/S to specify the state from which the shipment originates.
Form Date	Enter the date on which the form was submitted for processing.

Revising the Form Details for a Purchase Voucher

Access the Form Revision form.

Order Type

Enter a user defined code from UDC table 00/DT that identifies the origin and purpose of the transaction. J. D Edwards EnterpriseOne reserves several prefixes for document types, such as vouchers, invoices, receipts, and time sheets. The reserved document type prefixes for codes are: P: Accounts payable documents. R: Accounts receivable documents. T: Time and pay documents. I: Inventory documents. O: Purchase order documents. S: Sales order documents.

Printing the List of Items Used for Personal Consumption

This section discusses how to:

• Run the Items Used for Personal Consumption (R75I2134) program.

• Set processing options for Items Used for Personal Consumption (R75I2134).

Running the Items Used for Personal Consumption (R75I2134) Program

Run this report to print a list of the items used for personal consumption. VAT is not charged on goods used for personal consumption. In final mode, this report updates the VAT offset amount in the Consolidated tax payment table (F75I404).

Select Purchase Tax (G75I2222), Items Used for Personal Consumption.

Setting Processing Options for Items Used for Personal Consumption (R75I2134)

Processing options enable you to specify the default processing for programs and reports.

Display

Updating Purchase Orders for VAT Items

This section discusses how to:

• Run the VAT- Purchase Update program.

• Set processing options for VAT- Purchase Update (R75I210).

Running the VAT- Purchase Update Program

Use the VAT- Purchase Update program (R75I210) to print a list of purchase orders that are applicable for VAT for a specific date range. The program prints all the purchase orders with item category codes E and C that are stored in the Item Category Code Relationship table (F75I407).

Select Purchase Tax (G75I2212), VAT- Purchase Update.

Setting Processing Options for VAT- Purchase Update (R75I210)

Processing options enable you to specify the default processing for programs and reports.

Update

Updating Purchase Orders in India

This section provides an overview of purchase order updates and discusses how to:

• Update purchase order details.

• Update purchase order details - Dealers First Stage.

• Update purchase order details - Dealers Second Stage.

Understanding Purchase Order Updates

After you generate a purchase order, you use the Purchase Order Receiver Tag File – IND – 43 program (P75I008) to enter required information about the manufacturer or importer, such as the manufacturer or importer number, invoice number, and invoice date. The system stores purchase order information in the Purchase Order Receiver Tag File table (F75I008). The F75I008 table contains information about the tax regime, tax type, and excise chapter number for each purchase order received. You use the Dealer - RG23D Register report (R75I307) to review the manufacturer or importer details.

Forms Used to Update Purchase Orders

Updating Purchase Order Details

Access the Update Purchase Order Receiver Tag File form.

Recoverable	Enter a user-defined code from UDC table 75I/RF to specify whether the tax is recoverable. Values are: N: Nonrecoverable. Y: Recoverable.
Assessable Value	Enter the value on which the tax calculations are based.
Deferred Date	Enter the date from which the cenvat credit amount is available.

Updating Purchase Order Details - Dealer First Stage

Access the Dealer First Stage - Update PUR Tag File form.

Customs House

Enter the customs house details of the importer.

Updating Purchase Order Details - Dealer Second Stage

Access Dealer Second Stage - Update PUR Tag File form.

Original Manufacturer or Importer	Enter the address number of the manufacturer or importer.
Original Invoice Number	Enter the invoice number of the goods received from the manufacturer or importer.
Original Invoice Date	Enter the invoice date of the goods received from the manufacturer or importer.
Original Unit of measure	Enter a user-defined code form UDC table 00/UM that identifies the unit of measure in which you receive the item from the manufacturer or importer.
Original Customs House	Enter the customs house details of the original importer who procured the goods and passed them on to the dealers .
Original Unit Amount of Duty	Enter the duty amount per unit for the line item listed in the purchase order.
Original Total Duty	Enter the total original duty of the manufacturer or importer.
Original Duty Rate %	Enter the original duty rate percentage for the manufacturer or importer.

Updating Purchase Taxes for Purchase Vouchers

This section provides an overview of purchase tax update for purchase vouchers, lists a prerequisite, and discusses how to assign a form type to a purchase voucher.

Understanding Purchase Tax Update for Purchase Vouchers

To update the purchase tax that is applicable for a supplier, assign a form type code to the purchase voucher using the Purchase Tax Update program (P75I4131). You can use the Work with Purchase Vouchers form to review purchase vouchers for a specific landed cost component, supplier, and so on, and then update the associated purchase vouchers with form type codes. When you assign a form type code to a purchase voucher, the system updates the applicable purchase tax and stores the information in the Purchase Tax Form Details table (F75I402).

Forms Used to Update Purchase Taxes for Purchase Vouchers

Assigning a Form Type to a Purchase Voucher

Access Assign Form.

Form Type	Enter a user-defined code from UDC table 75I/FS to specify the form type for purchase tax concession. Examples are: C: Form C. D: Form D. E I: Form E I. E II: Form E II. F: Form F. H: Form H.
Amount Vouchered To Date	Enter the total amount of the purchase order voucher for the selected form type.

Entering Direct Expenses

This section provides an overview of direct expenses and discusses how to:

• Set the processing option for Direct Expense Entries (P75I2142).

• Enter a direct expense.

Understanding Direct Expenses

Use the Direct Expense Entries program (P75I2142) to enter the direct expenses incurred for capital goods, goods used for personal consumption, and stock transfers for a specific month, year, and business unit. The system calculates the total amount of direct expenses incurred.

Direct expenses do not require a purchase order.

Forms Used to Enter Direct Expenses

Setting the Processing Option for Direct Expense Entries (P75I2142)

Processing options enable you to specify the default processing for programs and reports.

Display

Entering a Direct Expense

Access Work with Claims for Selected Period form.

For Capital Goods	Enter the amount incurred for capital goods.
On Personal Consumption	Enter the amount incurred on goods for personal consumption.
For Transferred Stock Advance	Enter the amount incurred on transferred goods .
General Set Off	Enter the expense amount incurred for other purposes.