Appendix: Calculating India Excise and Sales Tax in PeopleSoft Billing

This appendix discusses how to:

• Import India excise duty and sales tax information into the Billing tables.

• Calculate India excise duties and sales tax in bill entry.

• Change the status of bill lines with excise duty and sales tax.

• Calculate final taxes and print taxes on invoices.

• Prepare to generate India excise and sales tax accounting entries.

• Create accounting entries for excise duties and sales tax in PeopleSoft Billing.

• Passing excise duties and sales tax information to PeopleSoft Receivables.

• Calculate excise duties and sales tax for bill adjustments.

• Calculate taxes for returned material authorizations (RMAs) in PeopleSoft Billing.

• Run the Billing Excise and Sales Tax Determination process.

• Review Billing Tax Determination and Calculation process errors.

See Also

(IND) Setting Up Excise Duty, Sales Tax, and Customs Duty for India

(IND) Processing Customs, Excise Duties, and Sales Tax for India

Importing Excise Duty and Sales Tax Information into the PeopleSoft Billing Tables

PeopleSoft Order Management can pass India excise duty and sales tax-related data to the Billing application through the Billing interface.

Note. The Billing system does not accept India excise or sales tax data on invoices from any source except PeopleSoft Order Management.

This section provides an overview of excise duty and sales tax processing in the Billing interface, and discusses how to:

• Populate the Billing interface tables.

• Define tax parameter default status.

• Correct Billing interface errors.

Understanding Excise Duty and Sales Tax Data Processing in the Billing Interface

The Billing interface staging area supports the online bill data structure and stores one or more rows of data for each line of chargeable activity that is sent into PeopleSoft Billing. The type of data that you store in the Billing interface is characterized by one of seven transaction types. The transaction type EXSD represents India excise duty and sales tax detail transactions.

The Billing Business Unit Tax Indicator

In PeopleSoft Billing, you can apply only a single method for tax calculation to each invoice. The invoice can be subject to standard taxes, including U.S. sales tax and value-added tax (VAT), subject to third-party taxation when the business unit is associated with a third-party tax vendor such as Vertex or Taxware, or associated with India tax processing. These methods are mutually exclusive. For example, if PeopleSoft Billing identifies that an invoice requires VAT processing, the system assumes that the invoice requires no India tax processing.

You must bill sales order shipments with excise or India sales tax applicability under a Billing business unit that is associated with an organization's tax location.

For example, consider the following Inventory, Order Management, and Billing business units called IND01, which are all associated with an organization tax location. Imagine that there also exists the following additional Billing business units:

• IND02, which is not associated with an organization tax location.

• FRA01, which is associated with a VAT entity.

If a sales order shipment is associated with the Inventory business unit IND01, you should not bill the sales order shipment under billing business units IND02 or FRA01, as these business units are not associated with an organization tax location. If you bill this sales order shipment under IND02 or FRA01, PeopleSoft Billing does not display or calculate the India taxes correctly for this shipment. Even if there exists previously calculated excise duty for the shipment, PeopleSoft Billing does not display the excise duty if the shipment is billed under a business unit that is not associated with an organization tax location.

The correct procedure is to bill the shipment under the Billing business unit IND01, which is tied to an organization tax location. If the Inventory or Order Management business units are tied to an organization tax location, you must also associate their respective Billing business units to an organization tax location to ensure that the appropriate tax processing occurs in PeopleSoft Billing.

The Billing Interface process or online bill entry determines the type of tax to which the Billing business unit is subject and populates the billing business unit tax indicator (BI_BU_TAX_IND) field with one the following values:

Bill-By Functionality

PeopleSoft Billing uses the bill-by identifier to define how to group billing activity when it is added to a bill through the Billing Interface. You can define the bill-by identifier at the customer, bill source, bill type, and business unit levels.

Use the following fields as bill-by fields when you require India tax processing to ensure that the invoices have bill lines that share the same associated state tax authority:

• SHIP_FROM_BU

• SHIP_TO_CUST_ID

• BUSINESS_UNIT_OM

To associate one excise invoice to one commercial invoice, you must also add EXD_INVOICE_NO as a bill-by field.

See Also

Understanding the Billing Interface Staging Area

Using the Bill-By Identifier with the Billing Interface

Populating the Billing Interface Tables

The following tables describe how the Billing interface staging tables (INTFC_BI and INTFC_BI2) are populated by the Populate Billing process (OMBILL). Because PeopleSoft Order Management performs tax determination for excise and sales tax, the Populate Billing process populates the fields that are in the staging table so that the Billing system knows what input parameters are used for the tax determination.

Note. The Billing interface staging table fields that begin with the EXS prefix represent both excise and sales tax. When the EXS_TAX_TYPE is sales, all EXS fields are populated with sales tax-related data. When EXS_TAX_TYPE is excise, all EXS fields are populated with excise tax-related data.

See Also

Setting Up the Billing Interface

Determining Tax Parameter Default Status

The Billing Interface process assigns the Excise and Sales Tax Defaults Applied flag (EXS_DFLTS_APPLIED) to facilitate later processing in PeopleSoft Billing. The interface process sets the value of this flag to one of the following values:

Correcting Billing Interface Errors

To verify data integrity, the Billing Interface process performs edit checks on the data that is presented to the interface staging area. If the Billing Interface process finds an error, it marks the LOAD_STATUS_BI for all related rows as ERR (error). The Billing Interface process also marks the ERROR_STATUS_BI column with a more specific error condition. On the Correct Interface Errors page, review the errors and take the appropriate action to correct the error. The following Billing interface errors table contains information that is specific to India excise duty and sales tax error conditions.

See Also

Correcting Billing Interface Process Errors

Calculating Excise Duties and Sales Tax in Bill Entry

This section provides an overview of excise duty and sales tax calculation in bill entry and discusses how to review excise duty and sales tax details in bill entry.

See Also

Entering Bills Online

Using Express Billing

Understanding Excise Duty and Sales Tax Calculation in Bill Entry

Bills that PeopleSoft Order Management and Inventory pass through the Billing interface can have excise duty and sales tax that was previously calculated. A bill line with an associated excise invoice number indicates that excise duty and sales tax are calculated outside of the PeopleSoft Billing application. In this scenario, you cannot modify the tax parameters. Parameters such as quantity, unit price, amounts, tax parameters, and tax rate codes are not available for edit.

Adding New Bills in Bill Entry

When you add new bills in bill entry or express bill entry, and the Billing business unit requires India tax processing, PeopleSoft Billing calls the Tax Determination process to determine excise and sales tax applicability and to determine the appropriate tax rate codes and components for each bill line. PeopleSoft Billing functionality enables you to modify some tax parameters, including the tax rate codes and the parameters that determine the tax rate codes.

Note. To automatically initiate the algorithm that makes excise and sales tax information appear by default on the Standard Billing - Line - Excise/Tax Info page, you must enter a value in the Identifier field when you first add a bill line to a bill that requires India tax processing.

When India sales taxes apply, you must associate all bill lines that are on an invoice with the same sales tax authority code. When you add a bill line with sales tax applicability, the system compares the sales tax authority code that is returned for the line with the sales tax authority code that is on the bill header. If the header value is blank, the system populates the header sales tax authority code with the line value. If the header and line sales tax authority codes are different, the system displays an error message for the line. To correct an error, you can change the ship-to customer or ship-to customer address. You can also delete the line and add it to a different invoice as long as that invoice has the same associated sales tax authority.

Modifying Excise Duty and Sales Tax on the Bill Header

Use the following table to determine when you can modify excise and sales tax information on the bill header and to review the impact that those changes have:

Modifying Excise Duty and Sales Tax on Bill Lines

Use the following table to determine when you can modify excise and sales tax on the bill line and to review the impact those changes have:

Note. The system calls the Tax Determination process for modifications that are noted in the preceding table only if the tax defaults are determined initially (if EXS_DFLTS_APPLIED = Y). Otherwise, you must click the Get Tax Defaults button to update the excise duty and sales tax rate codes and details with the modifications that are noted in the preceding table.

Reviewing Excise Duty and Sales Tax Online

You can review excise duty and sales tax information in the bill entry and express bill entry components on the Standard Billing - Line - Excise/Sales Tax Info page, which displays the parameters that determine the tax rate codes, including the tax rate codes and the components that comprise the tax rate codes. When the Order Management system passes a bill line with an associated excise invoice number to the Billing system, the line appears with the previously calculated tax amounts. Bill lines with no associated excise invoice number appear with no tax amounts unless you calculate tax amounts online through bill summary or by running the Pro Forma Pre-process and Finalization process (BIIVC000).

Calculating Taxes in Bill Summary

When a bill requires India tax processing (the business unit tax indicator value is 2), the Bill Summary page displays the total excise duty and total sales tax amounts. You can click the Calculate Taxes button to call the Tax Calculation process and calculate the excise duty and sales tax for corresponding bill lines that are excise or sales applicable.

When the Order Management system passes an excise invoice number and tax amount on a bill line, the Billing system performs no tax calculations for the corresponding bill line. However, the system uses the tax amounts that are on these lines to calculate the total excise and sales tax amounts at the bill header level.

Note. PeopleSoft Billing does not include in tax calculation bill lines with tax applicability flags that are blank or defined as N, or where the tax rate codes are blank.

Copying Bills

When you copy a bill with excise duty and sales tax, the system copies the original bill information, including any discounts, surcharges, notes, tax details, and accounting distributions, from one bill to the next. The system does not copy the excise invoice number and excise line number. It creates the new bill with a status of new, a blank invoice date, and a current date in the Date Bill Added field.

Calculating Taxes for Bill Adjustments

PeopleSoft Billing performs no tax calculations on adjustment credit bills or on adjustment credit lines, as credit bills and credit lines have taxes that are calculated for the original bill. However, the system copies the existing taxes and uses the tax amounts that are on these lines to calculate the total excise and sales tax amounts that are at the bill header level.

See Also

Copying Bill Information

Pages Used to Review and Calculate Excise Duties and Sales Tax in Bill Entry

Reviewing Excise Duty and Sales Tax Details in Bill Entry

Access the Standard Billing - Line - Excise and Sales Tax page.

Note. If the business unit tax indicator that is at the bill header has a value other than 2 (a value of 2 in the BI_BU_TAX_IND field indicates that India tax processing is required), no fields that are on this page are available for entry.

Excise/Sales Tax Details

In this grid, the system displays tax component information, including tax percentages and amounts, when these values are previously calculated for the bill line.

Changing the Status of Bill Lines with Excise Duty and Sales Tax

When a bill is changed online or in batch processing to ready for invoicing status, the system performs validations to ensure that the tax applicability, tax rate codes, and tax components were previously determined (if the bill is excise duty or sales tax applicable). The Finalization process requires that this information be present when it calculates the final taxes on the bill.

When a bill requires India tax processing (the business unit tax indicator value is 2), the following conditions must be met to save a bill:

1. If the line is excise tax applicable and an excise tax rate code exists on the line, excise tax details must also exist on the BI_LINE_EXS_DTL for the excise rate code.

   You can enter the excise tax rate code manually and click the Refresh button to get the excise tax details, or click the Get Tax Defaults button on the Standard Billing - Line - Excise/Sales Tax Info page.

2. If the line is sales tax applicable and a sales tax rate code exists on the line, sales tax details must also exist on the BI_LINE_EXS_DTL for the sales tax rate code.

   You can enter the sales tax rate code manually and click the Refresh button to get the sales tax details, or click the Get Tax Defaults button on the Standard Billing - Line - Excise/Sales Tax Info page.

The following additional conditions must be met to change the status of a bill to ready:

1. If the excise invoice number (BI_LINE. EXD_INVOICE_NO) is not populated:

   1. The excise tax applicable flag (BI_LINE. EXD_APPL_FLG) and sales tax applicable flag (BI_LINE. STX_APPL_FLG) must be populated.

      To populate the excise and sales tax applicable flags, you can click the Get Tax Defaults button on the Standard Billing - Line - Excise/Sales Tax Info page.

   2. If you set the excise tax applicable flag or the sales tax applicable flag to yes, you must also set the tax defaults applied flag (BI_LINE. EXD_DFLTS_APPLIED) as yes.

      To populate the tax defaults applied flag, you can click the Get Tax Defaults button on the Standard Billing - Line - Excise/Sales Tax Info page.

   3. If you set the excise tax applicable flag or the sales tax applicable flag to yes, you must populate the tax transaction type (BI_LINE. EXS_TAX_TXN_TYPE).

      To populate the tax transaction type, you can manually enter the tax transaction type or click the Get Tax Defaults button that is on the Standard Billing - Line - Excise/Sales Tax Info page.

   4. If the bill line is excise tax applicable and the default excise tax rate code is blank, the system displays a warning message. You can enter an excise tax rate code on the bill line or accept the blank value.

   5. If the bill line is sales tax applicable and the default sales tax rate code is blank, the system displays a warning message. You can enter a sales tax rate code on the bill line or accept the blank value.

2. If the excise invoice number is populated, the system assumes that the line has all the tax information that is necessary for ready status.

   PeopleSoft Billing does not calculate taxes for these bill lines.

3. All bill lines that are sales tax applicable and are grouped on the same invoice must share the same sales tax authority code.

Note. Tax amounts are not calculated in bill entry. To review initial tax amounts for bills without an associated excise invoice number, calculate taxes on the Bill Summary page by clicking the Calculate Taxes button. You can also generate a pro forma invoice to review the calculated preliminary taxes.

Calculating Final Taxes and Printing Taxes on Invoices

This section provides overviews of final tax calculation and invoice tax detail display.

Understanding Final Tax Calculation

If an invoice requires India excise duty and sales tax calculation, the Finalization process (BIIVC000) calls the Tax Calculation common process and updates the invoice total amounts for those lines with no associated excise invoice number.

When the Finalization process calculates final taxes, all information that the Tax Calculation process requires must be available and saved in the appropriate PeopleSoft Billing tables. If this information is not available, the Finalization process marks the affected invoices in error, and requires you to provide the necessary information before the invoices can be finalized.

Note. If a bill line has no associated excise invoice number and amount, and both tax applicability flags are defined as no, the Finalization process does not include the bill line in excise duty or sales tax calculation.

Understanding Invoice Tax Detail Display

PeopleSoft Billing invoice print processes retrieve the following India tax processing detail fields for display on the commercial invoice:

• The customer's central excise, central sales tax, and local sales tax registration numbers from the CUST_ADDR_EXS table.

  Processing stops if:

  1. Excise duties exist but no central excise registration number exist.

  2. Sales taxes exist but no central or local sales tax registration numbers exist.

• All detail lines from the BI_LINE_EXS_DTL.

  The tax type can be excise or sales, and any given invoice can have both excise and sales taxes.

  Excise duties appear first, followed by sales taxes.

  Invoice print processes populate the tax percentage column for an associated component code only when the calculation scheme is defined as percentage.

• The total excise duty and sales tax amounts from the BI_HDR table.

  If there were no excise duties or sales taxes applied to the bill line, no excise duties or sales tax totals appear, respectively, on the invoice.

  If excise duties or sales taxes applied to the bill line net to zero, excise duties or sales tax totals appear, respectively, as zero on the invoice.

• The form names (where form direction is buyer to seller) from the STX_FORM_CD_DTL table.

Note. The system prints no India tax processing details on Crystal, PeopleSoft Project Costing invoice formats, and PeopleSoft Contracts invoice formats.

Preparing to Generate India Excise and Sales Tax Accounting Entries

The PeopleSoft Billing Pre-Load process (BIPRELD) creates accounting entry staging rows in the BI_ACCT_LN_STG table for excise and sales tax information, to be picked up by the Load GL process (BILDGL01) and the Load AR process (BILDAR01) when PeopleSoft Billing creates accounting entries. The Pre-Load process inserts one excise tax distribution row (EXD) for each excise duty applicable bill line, and one sales tax distribution row (STX) for each sales tax component detail row that is on the BI_LINE_EXS_DTL table. The Pre-Load process obtains ChartField values for the excise accounting entries from the tax location definition, and obtains ChartField values for sales tax accounting entries from the tax component code definition. If PeopleSoft Billing does not create accounting entries, the Pre-Load process does not create any entries in the BI_ACCT_LN_STG for any bills.

Note. PeopleSoft Billing performs no ChartField inheritance processing or combination edits for excise or India sales tax accounting entries.

Creating Accounting Entries for Excise Duties and Sales Tax in PeopleSoft Billing

PeopleSoft Billing's Load GL Accounting Entries process (BILDGL01) inserts accounting rows for excise duty accounting entries (EXD) and sales tax accounting entries (STX) into the BI_ACCT_ENTRY table. The Load GL process creates an excise duty tax distribution row in BI_ACCT_ENTRY for each excise duty applicable row in BI_LINE, and creates a sales tax distribution row in BI_ACCT_ENTRY each sales tax applicable row in BI_LINE.

See Also

Integrating with Receivables, General Ledger, and Accounts Payable

Passing Excise Duties and Sales Tax Information to PeopleSoft Receivables

The PeopleSoft Billing Load AR process (BILDAR01) populates rows in the PeopleSoft Receivable pending item tables PENDING_TAX and PENDING_TAX_DTL, and populates columns in the PENDING_ITEM table to support excise duty and sales tax processing.

Regardless of how you define the AR Level on the Installation Options - Billing - GL/AR Options page (either Header is AR Open Item or Bill Line is AR Open Item), if the bill line has an excise applicable value Yes (EXD_APPL_FLG = Y) or a sales tax applicable value Yes (STX_APPL_FLG = Y) the Load AR process inserts an excise duty and sales tax row in the PENDING_TAX table for each excise duty and sales tax line on the BI_LINE table, and inserts a row in the PENDING_TAX_DTL for each excise duty and sales tax detail line on BI_LINE_EXS_DTL table.

Additionally, the process inserts rows into the PENDING_DST table for the ChartField distribution based on the excise duty and sales tax detail entries. The Load AR process inserts rows for all bill lines with appropriate tax calculation codes, even if the calculated excise and tax amounts are zero.

When PeopleSoft Billing creates accounting entries, the process populates the PENDING_DST table with ChartField values it selects from the BI_ACCT_LN_STG table, which is populated by the Billing Preload process (BIPRELD). If neither PeopleSoft Billing or Receivables create accounting entries, the process obtains excise and sales tax accounting entry ChartField values from:

• The tax location definition, when excise is applicable.

• The tax component code definition, when sales tax is applicable.

Note. PeopleSoft Billing performs no ChartField inheritance processing or combination edits for excise or sales tax accounting entries.

See Also

Integrating with Receivables, General Ledger, and Accounts Payable

Calculating Excise Duties and Sales Tax for Bill Adjustments

In the Billing system, you can create a full bill adjustment or a line adjustment. When creating a full bill adjustment, you can create just a full bill credit, or create a full bill credit with a full bill rebill. You can modify the rebill to reflect any differences that are necessary from the original bill.

When creating a line adjustment, you can create a credit line for a selected line, or create a credit line and a rebill line for a selected line. Additionally, when creating line adjustments, you can create a net adjustment for a selected line. When creating a net adjustment, you copy the initial values of the original bill line and modify those specific values on the line to make a net change to the original billing. For example, if an original bill line contains ten items at 2 USD each, but you intend the bill line to contain nine items at 2 USD each, you can make a net adjustment to credit one item at 2 USD each.

Calculating Excise Duty and Sales Tax on Credit Bills and Credit Lines

The Bill Adjustment process credits the entire amount, including taxes. Whenever you create a credit adjustment (full bill credit or credit line), the system adjusts the taxes that are copied from the original invoice. You can make no modifications on a credit bill or adjustment credit line, and PeopleSoft Billing performs no tax calculations on adjustment credit bills or on adjustment credit lines. However, the system uses the tax amounts that are on these lines to calculate the total excise and sales tax amounts at the bill header level.

Calculating Excise Duty and Sales Tax on Rebills and Rebill Lines

To determine the impact of modifications that are made in bill entry to a rebill, refer the tables that are in the Modifying Excise Duty and Sales Tax on the Bill Header and Modifying Excise Duty and Sales Tax on Bill Lines sections.

Calculating Taxes for RMA in PeopleSoft Billing

You can create RMA activity in the Order Management system by referring to sales order history. For this activity, the PeopleSoft Billing RMA Adjustment process (BIRMAADJ) copies all tax parameters that are from the original invoice when creating the adjustment invoice activity. However, if the original invoice contains an excise invoice number, this information is not copied onto the adjustment invoice.

RMA activity can also be created without reference to sales order history. In this case, PeopleSoft Billing determines the tax rules and calculates the taxes. When creating the adjustment invoice activity for these RMA lines, you must initiate the Tax Determination process after the RMA adjustment process to apply default parameters for those RMA invoices with no tax defaults applied. You can elect to always run the Tax Determination process when creating RMA adjustments. The process does not select bill lines with tax details that are supplied from the sales order history.

Note. The Tax Determination process performs no tax calculations. In PeopleSoft Billing, the Finalization process calls the Tax Calculation process to calculate final taxes.

Pages Used to Populate Tax Default Parameters for RMAs in PeopleSoft Billing

See Also

Working With PeopleSoft Order Management

Managing Returned Material

Running the Billing Excise and Sales Tax Determination Process

Run the Billing Excise and Sales Tax Determination batch Application Engine process (BIEXSDFLT) following the RMA Adjustment process (BIRMAADJ) and Billing Interface process (BIIF0001) to perform excise and sales tax determination for invoices that are created by RMA adjustment process. The Finalization process (BIIVC000) selects no invoices with a corresponding Defaults Applied option (EXS_DFLTS_APPLIED) which is defined as no. The Billing Excise and Sales Tax Determination process does not perform tax calculations; it calls the common Tax Determination process for default parameters.

This section provides an overview of and instructions for running the Billing Excise and Sales Tax Determination process.

Note. You can initiate the Billing Excise and Sales Tax Determination process from three different pages. See Pages Used to Run the Billing Excise and Sales Tax Determination Process.

The Billing Excise and Sales Tax process should only be run for RMA adjustment invoices. (Standard invoices for sales orders will have already had India excise and sales tax information defaulted through either Order Management or Inventory processes.)

Understanding the Billing Excise and Sales Tax Determination Process

The Billing Excise and Sales Tax Determination process performs the following:

1. Identifies bill headers and bill lines that need excise and sales tax determination, and updates those bill header and bill line records with a process instance number.

2. Populates the EXS_TXDLB_TAO table and calls the common Tax Determination process. Prior to calling this function, the calling application must perform the following:

   • Set the Tax Calculation Date (TAX_CALC_DT) for each selected bill line. Populate TAX_CALC_DT with BI_LINE. SHIP_DATE if not null, or populate with BI_HDR. INVOICE_DT if not null; otherwise, populate with the system date.

   • Set Trading Partner Type (EXS_TPRTNR_TYPE) to C (customer).

   • Set Trading Partner SetID (EXS_TPRTNR_SETID) to the setID that is associated with Billing business unit.

   • Set Trading Partner ID (EXS_TPRTNR_ID) to BI_LINE. SHIP_TO_CUST_ID if it's not blank; otherwise, BI_HDR. BILL_TO_CUST_ID.

   • Set Trading Partner Location (ADDRESS_SEQ_NUM) to BI_LINE. SHIP_TO_ADDR_NUM if it's not blank; otherwise, BI_HDR. ADDRESS_SEQ_NUM.

   • Set Item and Product Kit Use flag (EXS_PROD_KIT_USE) to P (product kit), I (items), or N (not applicable), in that order.

   • Set Item or Product SetID (EXS_ITM_PROD_SETID). Use the Inventory business unit for items and the Order Management business unit for product kits, or blank if neither product kit nor Inventory item ID are available.

   • Set, in the following order, Item or Product Kit ID (EXS_ITM_PROD_ID) to Product Kit (PRODUCT_KIT_ID), Inventory Item ID (INV_ITEM_ID), or blank if neither product kit nor item ID is available.

   • Determine which business unit value is used for tax determination, and set the ORG_BU_TYPE value accordingly. If an Inventory Business Unit exists, use the Inventory business unit. If no Inventory business unit exists, use the Order Management business unit. If no Order Management business unit exists, use the Billing business unit.

   • Determine ship-from country, ship-from state, ship-to country and ship-to state.

3. Retrieve the Tax Determination output parameters from the transaction line parent table (EXS_TXDLB_TAO) and pass them to bill line table (BI_LINE).

4. Insert a row into the application transaction child detail table (BI_LINE_EXS_DTL) for each row that is returned by the Tax Determination process in the transaction line child detail temporary table.

5. Perform the necessary validations for each transaction line.

6. Set the Excise and Sales Tax Defaults Applied flag (EXS_DFLTS_APPLIED) to reflect the value that the Tax Determination common process returns.

   • Set EXS_DFLTS_APPLIED to Y when either excise or sales tax is applicable.

   • EXS_DFLTS_APPLIED remains unchanged if any invoice bill lines are in error

7. Log messages to report the number of bills that are processed successfully and the number of bills that are in error.

8. Perform final updates.

   • Set the bill header's bill status to pending if the bill header is marked with an error.

   • Reset the process instance to zero for bill headers that are marked for excise and sales tax processing (see step 2).

   • Reset the process instance to zero for bill lines that are marked for excise and sales tax processing (see step 2).

Pages Used to Run the Billing Excise and Sales Tax Determination Process

Reviewing Billing Tax Determination and Calculation Process Errors

The following table contains tax determination and calculation error statuses written to ERROR_STATUS_BI that are specific to India tax processing: