Example of Using Tax Simulator

Use the Tax Simulator to validate new and existing tax setup for procure-to-pay and order-to-cash transactions.

You can:

• Use the Manage Tax Simulator Transactions page to choose a source of Payables, Purchasing, Receivables, or Tax Simulator.

• Search on the source of Tax Simulator for transactions entered or copied into the Tax Simulator.

• Query and copy transactions from the respective subledgers.

Scenario

For example, you have a Payables invoice where the tax calculation isn't what you expect. Use the Tax Simulator to:

1. Search in the Manage Simulator Transactions page for a source of Payables, an event class of Purchase invoice, and respective business unit, document number, and date information.

2. View the applicable transaction in the Search Results table. If needed, use Query by Example to further identify the desired transaction.

3. Select the Purchase invoice and click Simulate Transaction to copy the transaction into the Tax Simulator.

4. Review the information on the Create Simulator Transaction page. The application populates the transaction details.

5. Populate the document number with the new number. The source document number is populated with the original document number. You can update all attributes except the document event class and source document number.

6. Save the document and click View Tax Lines to view the tax output.

If you want to test multiple variations of the same transaction, you can query the transaction with a source of Tax Simulator in the Manage Tax Simulator Transactions page. Select the transaction in the search results and click the Duplicate action to duplicate the transaction details into a new document leaving the previous transaction details intact.