Automatic Invoice Validation for Partner Tax Calculation
You can automatically validate Payables invoices selected for partner tax calculation after the response is received from the tax partner.
Currently, the Validate Payables Invoices process needs to be initiated twice: initially to mark invoices for the Partner Tax Data Extract and again following the execution of the Record Partner Tax Lines process.
With this feature activated, it simplifies the tax partner calculation workflow by removing the need to repeat the Validate Payables Invoices process after the Record Partner Tax Lines process has been completed. Here's how this feature works:
- Submit Import Payables Invoices process to import invoices into Oracle Fusion Cloud ERP.
- Submit Validate Payables Invoices process to flag transactions for inclusion in the Partner Tax Data Extract. If the Calculate tax during import option is set to 'Y' during invoice import, this step is not needed.
- Submit Partner Transaction Data Extract process to create a transaction file with the necessary attributes for tax processing for the tax partner.
- Submit Record Partner Tax Lines process is directly launched by the tax partner once the Partner Transaction Data Extract file is processed, and the associated tax results returned, to update the tax lines in Oracle Fusion Cloud ERP. The tax partner invokes the Oracle web service, which automatically launches the Record Partner Tax Lines process.
- Validate Payables Invoices process is submitted automatically, and invoices are validated. There is no need to submit or schedule the Validate Payables Invoices process manually. It will be submitted by the partner integration user.
Steps to Enable
Here’s how to enable this process:
- Navigate to Manage Standard Lookups.
- Search for the ORA_ERP_CONTROLLED_CONFIG lookup type.
- Define the lookup code ZX_35388055 if not already created.
| Field | Value |
|---|---|
| Lookup Code | ZX_35388055 |
| Display Sequence | Any sequence number value like 1. |
| Enabled | checked |
| Start Date | Any valid date from which the optin is active like 01-Jan-2023 |
| End Date | Do not provide any value |
| Meaning | Optin to automatically validate the AP Invoices that use Tax Partner |
| Description | Can be left blank |
Access Required
The user defined at the time of Tax Partner onboarding must be assigned configured job roles that have the following privileges:
- AP_VALIDATE_PAYABLES_INVOICE_PRIV
- AP_SUBMIT_PAYABLES_INVOICE_VALIDATION_REPORT_PRIV
- AP_MANAGE_PAYABLES_INVOICES_PRIV
If you enabled the Enable invoice account coding workflow option in the Manage Invoices Options page, provide the user with the privilege to access the Initiate Invoice Account Coding Workflow process that is launched from the Validate Payables Invoices process.
If segment security is enabled provide the user with access to the flexfield segments.