Allow Document Numbering for Multiple Legal Reporting Units With Same Tax Registration Number

You can now allow document numbering for multiple legal reporting units that share the same tax registration number in India for Global Intercompany transactions.

Under the India GST tax regime, a taxpayer may have one tax registration number for a particular state, but may be required to report multiple gapless document sequences for the same tax registration. For example, a customer with a single GST Tax Registration Number (GSTIN) in a particular state may want to supply goods and services from 2 different locations registered as SEZs in this state. In this case, even though both locations/units are under the same GST Registration Number, the tax invoice numbers must be generated in separate gapless document sequences, if the goods and services are from these units.

The Document Fiscal Classification (DFC) tax attribute can manage this scenario for customer transactions. But for Global Intercompany invoices imported through the AGIS (FUN) module, the DFC cannot be derived. To support this requirement, customers have been creating multiple additional setups or adopting multiple manual steps that deviate from the automated processing of Intercompany invoices.

ERP Cloud now enables customers to define Document Numbering for India, based on Legal Reporting Units with the same GST Registration number for Global Intercompany transactions. The system automatically derives the underlying Legal Reporting Unit mapped to the Intercompany Organization in the Intercompany setups and derives the correct Document Sequence to generate the Tax Invoice Number from the India Document Numbering setup.

Follow these steps:

1. A new column Legal Reporting Unit is now available in the India Document Numbering Setup ADFDI sheet.
2. Navigate to the FSM Task and click Search.
3. Search for Manage Localization Document Numbering.
4. Search for India
5. Select the row, you want to edit and perform the setup:
   1. Under Application column for the row, select Receivables.
   2. Under Document Class column for the row, select Global Intercompany Invoice.

      Valid values appear in the LOV.

      Note: . This feature applies only to transactions created from the Global Intercompany System. Other combinations in the Legal Reporting Unit field do not retrieve any LOV values. If there are no entries available then the system derives the document sequence using existing rules.
   3. Choose the relevant Legal Reporting Unit which is mapped to the Intercompany Organization setup against the Provider Org.

      Legal Reporting Unit is associated with a list of values containing valid LRUs against the First Party Tax Registration Number selected at the header level of the setup.