Populating the Billing Interface With Indian Tax Information

The process to pass information to PeopleSoft Billing depends on whether the item is a shipped item or a non-shipped item. Shipped items require an excise invoice. If an excise invoice is required, an excise invoice must be generated and in a ready state. This is when the excise duty and sales tax is calculated. The Populate Billing process retrieves the calculated excise duty and sales tax information from the excise invoice and passes it to the Billing Interface.

Note: Excise duty or sales tax is not calculated for direct-ship products.

If the item is not going to be shipped, in the case of a service, the Tax Applicability process must be run. The Tax Applicability process determines sales tax applicability and sales tax defaults for the item so that they can be passed to the Billing Interface. In addition, if an item requires an excise invoice and it is not created, it sets the excise duty applicable flag on the Excise and Sales Tax page to indicate that an excise invoice is needed. PeopleSoft Inventory creates the excise invoice in subsequent runs of the Applicability Check process (OM_EXS_APPL) so it can be passed to the Billing Interface for billing.

PeopleSoft Billing calculates the actual sales tax amounts.

The scenarios describe what is passed to PeopleSoft Billing.

  • When neither excise duties nor sales taxes are applicable, Populate Billing passes a blank excise invoice number, excise tax applicability as no, sales tax applicability as no, and passes no tax parameters or tax details.

  • When both excise duties and sales taxes are applicable and the excise invoice is created, the Populate Billing process passes the excise invoice number, excise tax applicability as yes, sales tax applicability as yes, and all tax parameters for excise duties and sales taxes are passed.

    If the excise invoice is not yet created, billing activity is not passed. This activity can be passed in a later processing run after the excise invoice is created.

  • When excise duties are not applicable but sales taxes are applicable, no excise invoice is needed. The Populate Billing process passes a blank excise invoice number, excise tax applicability as no, sales tax applicability as yes, and all tax parameters for sales tax are passed.

The table summarizes how excise duty and sales tax information are passed to the Billing Interface by the Populate Billing process.

Excise Tax Applicability

Sales Tax Applicability

Passed to PeopleSoft Billing Interface

Yes

No

  • Excise tax components

  • Excise tax amounts

Yes

Yes

  • Excise tax components

  • Excise tax amounts

  • Sales tax components

  • Sales tax amounts

No

Yes

  • Sales tax components

  • Sales tax amounts

No

No

None

Page Name

Definition Name

Usage

Applicability Check

RUN_OM_EXS_APP_CHK

Run the Applicability Check process, which checks each ship line to determine if excise duties and sales taxes are applicable. Specify a business unit or all ship lines for all business units are selected.

Populate Billing Page

RUN_OM_BILLING1

Run the Populate Billing process (OM_BILL) or run the OM Invoicing multi-process job (OM_INC) to populate the Billing Interface tables with excise duty and sales tax information from the excise invoice. When you select the OM Invoicing process, the Populate Billing, Billing Interface, and Process VAT Defaults processes are run. These processes are also part of the Direct Invoicing multi-process job (DIRCTIV2).