Populating the INTFC_BI_TAX Table

This topic provides an overview of the INTFC_BI_TAX table and discusses how to populate the INTFC_BI_TAX table for LINE transactions.

The Tax Detail table (INTFC_BI_TAX) is used to report the details of sales and use taxes paid for fully-paid invoices. Report taxes by line, using separate transactions to reflect the amount levied by each tax authority. The following four attributes comprise the INTFC_BI_TAX key::

Term	Definition
INTFC_ID (interface ID)	Represents a group or batch of billing activity. This PeopleSoft application uses the term group or batch to mean a collection of billing activity that may be produced by a billing source system. Some systems may generate a group or batch each night. Other systems may produce a group or batch for a certain kind of billing activity.
INTFC_LINE_NUM (interface line number)	With INTFC_ID, identifies the bill line charge on the INTFC_BI table to which this tax detail entry applies.
TRANS_TYPE_BI (transaction type billing)	Characterizes the type of data being stored. The only option is TAX. For each interface line number associated with an interface ID, only one row of transaction type LINE should appear in the INTFC_BI table. Multiple rows can have transaction type TAX in the INTFC_BI_TAX table.
TRANS_TYPE_BI_SEQ (transaction type billing sequence)	The transaction type sequence is part of the key. It provides uniqueness in the event that a bill line charge has multiple tax detail records.

Note: Billing ignores any INTFC_BI_TAX entries unless the invoice is fully-paid.

Billing does not validate whether taxes should be levied on fully-paid invoices.

For each bill line charge added as a bill line to the bill data structure, the Billing Interface table contains one row of data with a transaction type of LINE. The value of the TRANS_TYPE_BI column for the INTFC_BI_TAX table must be TAX. For each bill line charge row with a transaction type of LINE, the Billing Interface Tax table can contain multiple tax detail entries.

The following table shows how to populate the INTFC_BI_TAX table for LINE transactions:

Field Number	Field Name	TAX
1	INTFC_ID	Required. Used to group or batch a collection of Billing interface activity.
2	INTFC_LINE_NUM	Required. Each unique interface line number for an interface ID represents a separate bill line charge.
3	TRANS_TYPE_BI	Required. Value must be TAX.
4	TRANS_TYPE_BI_SEQ	Required. If more than one tax detail entry is populated for a particular transaction, the transaction type sequence must be used for uniqueness.
5	LOAD_STATUS_BI	Initialize to NEW or leave blank.
6	ERROR_STATUS_BI	Leave blank.
7	BUSINESS_UNIT	The Billing business unit.
8	INVOICE	Invoice number of the invoice to which the tax detail record applies.
9	LINE_SEQ_NUM	Line sequence number of the invoice line to which the tax detail record applies.
10	TAX_AUTHORITY_CD	Tax authority code.
11	SEQ_NBR_5	Leave blank.
12	TAX_JUR_NAME	Tax journal for logging the tax.
13	BI_CURRENCY_CD	Currency in which the taxes were paid.
14	BASE_CURRENCY	Leave blank.
15	TAX_AMT	Report the amount of sales and use tax paid for the applicable line and tax authority. The sum of the TAX_AMT fields of all records on the INTFC_BI_TAX table correlating to a line transaction must equal the TAX_AMT fields on the INTFC_BI2 tables for that line.
16	TAX_AMT_BSE	Leave blank.
17	TAX_PCT	Report the percentage tax rate of prepaid sales and use taxes.
18	TAX_EXEMPT_AMT	Report the portion of the line amount held exempt in the tax calculation.
19	NON_TAXABLE_AMT	Report the portion of the line amount held nontaxable in the tax calculation.
20	TAX_BASIS_AMT	Report the tax basis amount used in the tax calculation.
21	MAX_TAX_FLG	Set to Y if prepaid sales and use taxes were calculated taking advantage of maximum tax rules.
22	TARGET_INVOICE	Leave blank.
23	PROCESS_INSTANCE	Leave blank.
24	ADD_DTTM	Required for accurate reporting purposes and for Billing interface workflow functionality.
25	LAST_UPDATE_DTTM	Leave blank.

Populating the INTFC_BI_TAX Table

Understanding the INTFC_BI_TAX Table

Populating the INTFC_BI_TAX Table for LINE Transactions