Define Document Numbering for Multiple Legal Reporting Units with the Same Tax Registration Number

You can define 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. However, the DFC cannot be derived for Global Intercompany invoices imported through the AGIS (FUN) module. 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.

Customers can 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.

1. Navigate to FSM Task, Search and Search for: Manage Localization Document Numbering.
2. Search for: India
3. Perform the setup for Application=Receivable and Document class= Global Intercompany Invoice.
4. Choose the relevant Legal Reporting Unit that is mapped to the Intercompany Organization setup against the Provider Org.
   Tips and Considerations:

   • 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.
   • Valid values appear in the LOV when Application = Receivable and Document Class = Global Intercompany Invoice. Other combinations in the Legal Reporting Unit field will not retrieve any LOV values. This is to ensure that this feature applies only to transactions created from the Global Intercompany System.
   • If there are no entries available for Application = Receivable and Document Class = Global Intercompany Invoice in the India Document Numbering setup, then the system derives the document sequence using existing rules.