Processing Taxes for India

Appendix: Processing Taxes for India

This chapter discusses how to:

Process custom duty, excise duty, and sales taxes in the sourcing business process.
Process excise duty and sales taxes for online purchase orders.
Process customs duty on online purchase orders.
Dispatch and print excise duty and sales tax information on purchase orders.
Process custom duty, excise duty, and sales taxes in purchase order change orders.
Process excise duty and sales taxes in the PO Receipt Push process.
Use the return-to-vendor (RTV) excise adjustment business process.
Use a Bill of Entry (BOE).
Receive against a BOE.
Run the Receiver Interface Push process with custom duty.
Create internal vendor excise invoices against a BOE.
View India localization reports.

Processing Custom Duty, Excise Duty, and Sales Taxes in the Sourcing Business Process

This section discusses how to:

Process custom duty, excise duty, and sales taxes in the PO Calculations Application Engine process (PO_POCALC).
View purchase order excise duty and sales tax information in the Sourcing Workbench.
Process custom duties, excise duties, and sales taxes in the Create Purchase Orders Application Engine process (PO_POCREATE).
Purge excise duties and sales taxes in the purchasing staging tables using the Purge Stage Tables Application Engine process (PO_POSTGPRG).

Pages Used to Process Custom Duty, Excise Duty, and Sales Taxes in the Sourcing Business Process

Page Name	Object Name	Navigation	Usage
Run Controls	RUN_PO_POCALC1	Purchasing, Purchase Orders, Stage/Source Requests, PO Calculations, Run Controls	Enter run control criteria for the PO Calculations process and run the process.
Create PO	RUN_PO_POCREATE	Purchasing, Purchase Orders, Stage/Source Requests, PO Creation, Create PO	Enter run control criteria for the Create Purchase Orders process and run the process.
Sourcing Workbench - Sourcing	PO_SRC_ANALYSIS	Purchasing, Purchase Orders, Stage/Source Requests, Sourcing Workbench, Sourcing Workbench - Sourcing	View, correct, and recycle transactions in the purchasing staging tables.
Sourcing Workbench - Sourcing Details	PO_SRC_ANLSYS_DTL	Click the Sourcing Details button on the Sourcing Workbench - Sourcing page.	View further details about a staged row and to change the vendor and stage status
Sourcing Workbench - Pricing Information	PO_SRC_PRICING	Click the Pricing Information link on the Sourcing Workbench - Sourcing Details page.	Enter pricing information.
PO Stage Excise Duty/Sales Tax Details	EXS_PO_STG_TAX	Click the Excise/Sales Tax link on the Sourcing Workbench - Pricing Information page.	View staged purchase order excise duty and sales tax information. If information is incorrect, the page provides source document details to help you determine where corrections may need to be made.
Purge Stage	RUN_PO_POSTGPRG	Purchasing, Purchase Orders, Stage/Source Requests, Purge Stage Tables, Purge Stage Table	Enter run control criteria for the Purge Stage Tables process and run the process.

Processing Custom Duty, Excise Duty, and Sales Taxes in the PO Calculations Application Engine Process (PO_POCALC)

Access the PO Calculations - Run Controls page.

The PO Calculations process acts on the PeopleSoft Enterprise Purchasing staging table (PO_ITM_STG) and creates rows in PO_ITM_STG_UD and PO_ITM_STG_VND. The PO Calculations process calculates miscellaneous charges, freight, sales and use tax, and value-added taxes (VAT). In addition, it invokes the Tax Determination Application Engine process (FS_EXSLIB), which performs tax determination and calculates all applicable excise duties and sales taxes for the purchase order.

Details relevant to tax determination, such as inventory business unit, purchasing business unit, item, and vendor are available in the Purchasing staging tables. However, no tax parameters, such as tax rate code, tax rate, calculated tax base, tax amounts, and so forth, are available.

Based on the details relevant to tax determination, the Tax Determination and PO Calculations processes run for the purchase order calculate and store tax information in the tax staging tables (PO_STG_TAX_EXD and PO_STG_TAXD_EXS).

The PO_CMFRTMSC section of the PO Calculations process runs the customs duty tax determination and calculation common process.

See Also

Running the PO Calculations Process

Viewing Purchase Order Excise Duty and Sales Tax Information in the Sourcing Workbench

Access the PO Stage Excise Duty/Sales Tax Details page.

Tax Transaction Type

Tax transaction type assigned to the transaction. Values for purchases are:

DIMP (direct import)
DOM (domestic)
LIMP (local import)

Amount

Total merchandise amount on the schedule.

Excise Duty

Excise Applicable	Indicates if excise duties are applicable to the transaction.
Excise Use Av Flag (excise use assessable value flag)	Indicates if the assessable value entered for the item is being used in the tax calculation.
Excise Item Category Code	Default excise tax category code defined for the item.
Assessable Value	Assessable value entered for the item. The excise reporting currency defined for the tax location appears. The tax location for the transaction is based on the inventory or purchasing business unit for the ship to location. Excise registers are maintained in a selected currency based on the periodic reports and statements that are submitted to excise authorities. Excise transactions that update excise registers need to be converted to an excise reporting currency.
UOM (unit of measure)	Item excise unit of measure.
Excise Tax Rate Code	Excise tax rate code for the transaction derived using the Tax Determination process and tax rate code default hierarchy.

Sales Tax

Sales Tax Applicable	Indicates whether sales taxes are applicable to the transaction.
Ship From State	Ship from state for the item.
Ship to State	Ship to state for the item.
Sales Tax Authority Rate	Sales tax authority rate derived using the Tax Determination process and assigned to the transaction.
Reporting Authority	Sales tax reporting authority derived using the Tax Determination process and assigned to the transaction.
Sales Item Category Code	Default sales tax category code defined for the item.
Sales Tax Form Code	Sales tax form code associated with the derived sales tax rate code.
Sales Tax Rate Code	Sales tax rate code derived using the Tax Determination process and assigned to the transaction.
Total Freight Amt (total freight amount)	Total freight charge amount for the schedule.
Total Misc. Amt (total miscellaneous amount)	Total miscellaneous charge amount for the schedule.
Total Item Cost	Total cost of items on the schedule. This value includes the merchandise amount, total freight amount, total miscellaneous charge amount, and total tax amount.
Total Tax Amount	Total tax amount on the schedule.
Total Rcvry Amt (total recovery amount)	Total recoverable tax amount on the schedule.
Total NonRcvry (total nonrecovery)	Total nonrecoverable tax amount on the schedule.

Excise/Sales Tax Details

Tax Type	Tax type associated with the tax component code on the transaction. Values are: E (excise duty) S (sales tax)
Sequence Number	Indicates the order in which tax component codes in the tax rate code should be calculated.
Tax Component Code	Tax component code assigned to the transaction.
Calculation Scheme	Displays the default calculation scheme associated with the selected tax component code. Values are: Amount: Ad hoc amount-based tax calculation. Percentage: Percentage-based tax calculation. This is the default value. Quantity: Quantity-based tax calculation
Tax Rate UOM (tax rate unit of measure)	If the Calculation Scheme is set to Quantity, the unit of measure against which the tax rate amount is applied. Note. If the transaction unit of measure is different from the tax rate code unit of measure, the system performs the conversion using the PeopleSoft-delivered unit of measure conversion feature.
Tax Rate Pct (tax rate percentage)	If the Calculation Scheme field value is set to Percentage, the percentage to be applied against the taxable amount.
Tax Rate Amount	If the Calculation Scheme field value is set to Quantity, amount to be applied against the transaction quantity, according to the transaction quantity in the Tax Rate UOM value. Note. If the transaction unit of measure is different from the tax rate code unit of measure, the system performs the conversion using the PeopleSoft-delivered unit of measure conversion feature. If the Calculation Scheme is set to Amount, this is the tax amount.
Basis Amount	Base amount on which tax is calculated.
Tax Amount	Tax amount for the tax rate sequence.
Recovery Amount	Recoverable tax amount for the tax rate sequence.
Non Recovery Amount	Nonrecoverable tax amount for the tax rate sequence.
Recovery Percentage	The system uses this value to split taxes into recoverable and nonrecoverable components. If the Tax Type field value is set to Excise, this is the CENVAT percentage that can be recovered. For example, a field value of 100 indicates that the full amount of tax is eligible for CENVAT credit. If you set the Tax Type field value to Sales Tax, this is the set-off percentage for the tax rate code. For example, a field value of 60 indicates that 60 percent of the tax amount is recoverable and eligible for setoff. The balance is added to the inventory cost or expensed depending on the treatment defined for the item.
Tax Dependency Code	Tax dependency code assigned to the tax rate code. Tax dependency codes indicate the basis for calculating tax, as well as the precedence of taxes of the same tax type that must be included.
Include Base	If selected, indicates the inclusion of the base value in the tax calculation. If this option is clear, the base value is excluded from the tax calculation. For example, this option may be clear for a surcharge tax component, which is calculated based on a preceding tax component rather than on a base value. However, this option would generally be selected for basic excise duties and local sales taxes.
Include Freight	Indicates the inclusion of freight as a part of the base value in tax calculation.
Include Miscellaneous Charges	Indicates the inclusion of miscellaneous charge expenses as a part of the base value for tax calculation.

See Also

Using the Sourcing Workbench

Processing Custom Duties, Excise Duties, and Sales Taxes in the Create Purchase Orders Application Engine Process (PO_POCREATE)

Access the Create PO page.

Based on tax determination parameters such as inventory business unit, purchasing business unit, vendor ID, and item ID, the Tax Determination process calculates and stages applicable tax data. The Create Purchase Orders process creates purchase orders from data in the Purchasing staging tables and populates data to the purchase order tables. The Create Purchase Orders process also works to transfer the tax information populated to the tax staging tables by the Tax Determination and PO Calculations processes to the purchase order tax tables.

Both the Create Purchase Order and PO Change processes use the Build Distribution process (PO_CMBLDDST) to create the distribution and nonprorated distribution temporary tables.

When creating distributions for excise duties and sales taxes, the process prorates customs duties among distributions based on amounts in the customs duty staging table as populated by the Customs Duty Calculation process (PO_CMCSDLIB).

See Also

Creating Purchase Orders Online

Creating Purchase Orders Using the Create Purchase Orders Process

Purging Excise Duties and Sales Taxes in the Purchasing Staging Tables Using the Purge Stage Tables Application Engine Process (PO_POSTGRP)

Access the Purge Stage Table page.

Once purchase orders are created, you run the Purge Stage Tables process to purge the Purchasing staging tables. This process also purges the PO_HDR_STG_ESX, PO_STG_TAX_EXS, and PO_STG_TAXD_EXS staging tables, which carry excise duty and sales tax data. This tax data was originally populated to these tables by the Tax Determination process (FS_EXSLIB) that was invoked as a part of the PO Calculations process.

See Also

Purging Purchasing Staging Tables

Processing Excise Duty and Sales Taxes for Online Purchase Orders

In PeopleSoft Enterprise Purchasing, estimated excise duties and sales taxes are determined at the schedule level and are prorated down to the distribution lines. These excise duties and sales taxes appear by default to purchase orders based on the tax rate code default hierarchy using parameters such as tax component code, tax rate code, tax rate, and tax determination structure.

This section discuss how to:

Enter purchase order header and line excise duty and sales tax information.
Access purchase order schedule excise duty and sales tax details.

Pages Used to Process Excise Duty and Sales Taxes for Online Purchase Orders

Page Name	Object Name	Navigation	Usage
Maintain Purchase Order - Purchase Order page	PO_LINE	Purchasing, Purchase Orders, Add/Update POs, Maintain Purchase Order - Purchase Order	Enter or change purchase order header and line information online.
Copy Purchase Order	PO_COPY_TEMPLATE	Access the Copy Fromfield on the Maintain Purchase Order - Purchase Order. The Copy From field is available only in add mode.	Create a purchase order by copying an existing contract, requisition, or purchase order. This feature includes the ability to copy PO_HDR_EXS, PO_LN_SHIP, EXS_PO_SHIP_TAX, and EXS_PO_LN_DIST information to the new purchase order. The Tax Determination and Tax Calculation processes are triggered upon completion of the copy.
Maintain Purchase Order - Schedules	PO_SCHEDULE	Click the Schedule button on the Maintain Purchase Order - Purchase Order page.	Specify ship to, quantities, due dates, comments, sales and use tax, miscellaneous charges, price adjustments, and multiple distributions per schedule within a purchase order line. Excise duty and sales tax applicability determination is triggered as a part of the Tax Determination process when you enter a ship to location on the purchase order schedule after entering field values such as the purchasing business unit, vendor, and item on the purchase order header and line.
Express Purchase Order - Purchase Order	PO_EXPRESS	Purchasing, Purchase Orders, Add/Update Express POs, Express Purchase Order - Purchase Order	Enter purchase orders using a rapid-entry version of the Maintain Purchase Order - Purchase Order page, where you can view line, schedule, and distribution information all on one page. However, when using the Express Purchase Order - Purchase Order page you cannot distribute by amount, allocate header miscellaneous charges, or copy from an existing contract, requisition, or purchase order.
PO Schedule Excise Duty/Sales Tax Details	PO_LN_SHIP_TAX_EXS	Click the Excise/Sales Tax link on the Maintain Purchase Order - Schedules page. Click the Schedule Excise/Sales Tax link on the Express Purchase Order - Purchase Order page.	Access excise and sales tax rate codes, corresponding tax component codes, and calculated results. Access the total excise duty amount, sales tax amount, excise duty recovery amount, and sales tax recovery amount at the schedule level.
Maintain Purchase Order - Distributions for Schedule	PO_SCHED_DISTRIB	Click the Distributions/ChartFields button on the Maintain Purchase Order - Schedules page.	Define multiple distributions for each purchase order schedule.
PO Distribution Excise Duty /Sales Details	EXS_PO_DISTRIB_TAX	Click the Excise/Sales/Custom link on the Maintain Purchase Order - Distributions for Schedule page. Click the Excise/Sales/Custom link on the Express Purchase Order - Purchase Order page.	View excise duties, sales taxes, and customs duties calculated on the purchase order schedule, prorated across the schedule’s distribution lines. Excise duty, sales tax, customs duty amounts appear in the transaction currency and the general ledger base currency. Total excise duty, sales tax, and customs duty amounts appear for each distribution line.
Purchase Order Inquiry - Schedules	PO_SCHED_INQ	Purchasing, Purchase Orders, Review PO Information, Purchase Orders, Purchase Order Inquiry - Purchase Order Click the Schedule button on the Purchase Order Inquiry - Purchase Order page.	View information about the purchase order schedule.
PO Schedule Excise/Sales Details (inquiry)	EXS_PO_LN_SHIP_INQ	Click the Excise/Sales Tax link on the Purchase Order Inquiry - Schedules page.	Inquire on purchase order excise duty and sales tax details.

Entering Purchase Order Excise Duty and Sales Tax Information

Access the Maintain Purchase Order - Purchase Order page.

Entering field values such as the purchasing business unit, vendor, and item on the purchase order header and line provides processing parameters for excise duty and sales tax applicability determination, which is triggered as a part of the Tax Determination process when you enter a ship to location on the purchase order schedule.

If you change the ship to location on the schedule and a schedule quantity exists, tax determination and calculation are performed again.

Note. If the PO Status header field is set to Complete or Cancelled, you cannot modify tax information on the purchase order.

The following tables store excise duty and sales tax data for online purchase order entry:

PO_HDR_EXS
PO_HDR_WRK_EXS
PO_LN_SHIP_EXS
PO_SHIP_TAX_EXS
PO_LN_DIST_EXS

Adj Amt (adjustment amount)

Total amount of adjustments made to the purchase order. This value includes sales tax, excise duty, valued-added tax (VAT), miscellaneous charge, and freight amounts.

Accessing Purchase Order Schedule Excise Duty and Sales Tax Details

Access the PO Schedule Excise Duty/Sales Tax Details page.

Following purchase order excise duty and sales tax calculations, you can access tax information on the PO Schedule Excise/Sales Details page. The system displays monetary amounts on this page in the transaction currency.

If you change the tax transaction type, the system clears the excise and sales tax rate codes and reruns the Tax Determination process to determine the tax rate code values appropriate for the new tax transaction type. The system repopulates the tax components and all related tax details to the page.

You have the option to change the values that appear in the Assessable Value and excise and sales tax rate code fields. The tax rate code value populates the transaction using the tax determination hierarchy. You can alter these values to determine the impact on the tax amount in an alternate scenario.

Note. The Assessable Value and Tax Rate Code fields are unavailable for entry when the purchase order status is Dispatched, Complete, or Cancelled.

If you change any of these values, the following actions occur:

The Tax Calculation process is triggered and the recovery and nonrecovery tax amounts are recalculated and appear.
When you click the OK button, the system prorates the total excise tax amount, excise nonrecovery amount, excise recovery amount, sales tax amount, sales tax recovery amount, and sales tax nonrecovery amount in the transaction currency to the distribution and the general ledger base currency to the EXS_PO_LN_DIST table.

Unit	Displays purchasing business unit entered on the purchase order header.
Ship To	Displays ship to location entered on the purchase order schedule.
IN Unit (inventory business unit)	Displays inventory business unit derived from the ship to location.
Qty (quantity)	Displays quantity of units ordered.
Price	Displays unit price of the raw materials expressed in the transaction currency.
Tax Transaction Type	Tax transaction type assigned to the transaction. Values for purchases are: DIMP (direct import) DOM (domestic) LIMP (local import)
Amount	Displays total price of the raw materials expressed in the transaction currency.
Calculate	If you change field values that impact tax derivation or calculation, such as the tax rate code or assessable value, click to trigger the Tax Calculation process to recalculate and redisplay taxes. You can click the save or refresh button to initiate the Tax Calculation process. The system recalculates and redisplays the taxes.
Custom Duty Applicable	Indicates whether custom duties are applicable to the transaction. Note. If you select this check box, the Custom Duty Applicable group box appears.

Custom Duty Applicable

Tax Rate Code

Custom duty tax rate code for the transaction derived using the Tax Determination process and tax rate code default hierarchy.

Excise Duty

Excise Applicable	Indicates whether excise duties are applicable to the transaction.
Excise Use Av Flag (excise use assessable value flag)	Indicates if the assessable value entered for the item is being used in the tax calculation.
Excise Item Category Code	Default excise tax category code defined for the item.
Assessable Value	If the Excise Use Av Flag option is selected, the assessable value defined for the item appears by default to this field, and can be overridden. The system calculates excise duties using this assessable value as the base amount. If the Excise Use Av Flag option is clear, the system uses the schedule merchandise amount as the base amount for tax calculation. The tax location for the transaction is based on the inventory business unit for the ship to location.
UOM (unit of measure)	Item excise unit of measure.
Excise Tax Rate Code	Excise tax rate code for the transaction derived using the Tax Determination process and tax rate code default hierarchy.

Sales Tax

Sales Tax Applicable	Indicates whether sales taxes are applicable to the transaction.
Ship From State	Displays the state from which materials are being shipped derived from the vendor location.
Ship to State	Displays the state to which materials are being shipped derived from the ship to location.
Sales Tax Authority Rate	Sales tax authority rate derived using the Tax Determination process and assigned to the transaction.
Reporting Authority	Sales tax reporting authority derived using the Tax Determination process and assigned to the transaction.
Sales Item Category Code	Default sales tax category code defined for the item.
Sales Tax Rate Code	Sales tax rate code derived using the Tax Determination process and assigned to the transaction.
Total Freight Amt (total freight amount)	Total freight charge amount for the schedule.
Total Misc. Amt (total miscellaneous amount)	Total miscellaneous charge amount for the schedule.
Total Item Cost	Total cost of items on the schedule. This value includes the merchandise amount, total freight amount, total miscellaneous charge amount, and total tax amount.
Total Tax Amount	Total tax amount on the schedule.
Total Rcvry Amt (total recovery amount)	Total recoverable tax amount on the schedule.
Total NonRcvry(total nonrecovery)	Total nonrecoverable tax amount on the schedule.

Excise/Sales Tax Details

Tax Type	Tax type associated with the tax component code on the transaction. Values are: E (excise duty) S (sales tax)
Seq (sequence)	Indicates the order in which tax component codes in the tax rate code should be calculated.
Tax Cmpnt (tax component code)	Displays tax component codes in the selected tax rate code.
Calc Scheme (calculation scheme)	Displays the default calculation scheme associated with the selected tax component code. Values are: Amount: Ad hoc amount-based tax calculation. Percentage: Percentage-based tax calculation. This is the default value. Quantity: Quantity-based tax calculation.
UOM (unit of measure)	If the Calculation Scheme is set to Quantity, the unit of measure against which the tax rate amount is applied. Note. If the transaction unit of measure is different from the tax rate code unit of measure, the system performs the conversion using the PeopleSoft-delivered unit of measure conversion feature.
Tax Rate Pct (tax rate percentage)	If the Calculation Scheme field value is set to Percentage, displays the percentage to be applied against the taxable amount value in the Basis Amount field.
Tax Rate Amt (tax rate amount)	If the Calculation Scheme field value is set to Quantity, amount to be applied against the transaction quantity, according to the transaction quantity in the Tax Rate UOM value. Note. If the transaction unit of measure is different from the tax rate code unit of measure, the system performs the conversion using the PeopleSoft-delivered unit of measure conversion feature. If the Calculation Scheme is set to Amount, this is the tax amount.
Basis Amount	Base amount on which tax is calculated.
Tax Amount	Tax amount for the tax rate sequence.
Recvry Amt (recovery amount)	Amount of tax that can be recovered based on the Tax Amount and Rcvry Percent values.
NRcvry Amt (nonrecovery amount)	Amount of tax that is nonrecoverable based on the Tax Amount and Rcvry Percent values.
Rcvry Percent (recovery percentage)	The system uses this value to split taxes into recoverable and nonrecoverable components. If the Tax Type field value is set to Excise, this is the CENVAT percentage that can be recovered. For example, a field value of 100 indicates that the full amount of tax is eligible for CENVAT credit. If the Tax Type field value is set to Sales Tax, this is the set-off percentage for the tax rate code. For example, a field value of 60 indicates that 60 percent of the tax amount is recoverable and eligible for setoff. The balance is added to the inventory cost or expensed depending on the treatment defined for the item.
Tax Dep (tax dependency code)	Tax dependency code assigned to the tax rate code. Tax dependency codes indicate the basis for calculating tax, as well as the precedence of taxes of the same tax type that must be included.
Incl Base (include base)	If selected, indicates the inclusion of the base value in the tax calculation. If this option is clear, the base value is excluded from the tax calculation. For example, this option may be clear for a surcharge tax component, which is calculated based on a preceding tax component rather than on a base value. However, this option would generally be selected for basic excise duties and local sales taxes.
Incl Frgt (include freight)	If selected, indicates the inclusion of freight as a part of the base value in tax calculation.
Incl Misc (include miscellaneous charges)	If selected, indicates the inclusion of miscellaneous charge expenses as a part of the base value for tax calculation.

Creating Purchase Orders Online

Using Express Purchase Orders

Processing Customs Duty on Online Purchase Orders

This section provides an overview of purchase order customs duty processing and discusses how to:

Enter purchase order line customs duty details.
Enter purchase order schedule customs duty details.
Access purchase order schedule customs-related miscellaneous charge details.
Enter purchase order distribution customs duty details.
Enter express purchase order customs duty details.

Understanding Purchase Order Customs Duty Processing

Customs duty processing applies to import purchase orders with associated customs duty-related miscellaneous charges. You cannot manually add customs duty-related miscellaneous charges to purchase orders. Customs duties appear by default to purchase order schedules according to the default hierarchy described in this document.

Pages Used to Process Customs Duty on Online Purchase Orders

Page Name	Object Name	Navigation	Usage
Maintain Purchase Order - Purchase Order	PO_LINE	Purchasing, Purchase Orders, Add/Update POs, Maintain Purchase Order - Purchase Order	Enter or modify purchase order information online.
Maintain Purchase Order - Schedules	PO_SCHEDULE	Click the Schedule button on the Maintain Purchase Order - Purchase Order page.	Specify ship to, quantities, due dates, comments, sales and use tax, miscellaneous charges, price adjustments, and multiple distributions per schedule within a purchase order line.
Maintain Purchase Order - Miscellaneous Charges for Schedule	PO_SCHED_MISC	Click the Miscellaneous Charges button on the Maintain Purchase Order - Schedules page.	Access schedule-level miscellaneous charge information.
Maintain Purchase Order - Distributions for Schedule	PO_SCHED_DISTRIB	Click the Distributions/ChartFields button on the Maintain Purchase Order - Schedules page.	Define multiple distributions for each purchase order schedule.
Distribution Excise/ Sales Tax Details	EXS_PO_DISTRIB_TAX	Click the Excise/Sales/Custom link on the Maintain Purchase Order - Distributions for Schedule page. Click the Excise/Sales/Custom link on the Express Purchase Order - Purchase Order page.	View excise duties, sales taxes, and customs duties calculated on the purchase order schedule, prorated across the schedule’s distribution lines. Excise duty, sales tax, and customs duty amounts appear in the transaction currency and the general ledger base currency. Total excise duty, sales tax, and customs duty amounts appear for each distribution line.
Express Purchase Order - Purchase Order	PO_EXPRESS	Purchasing, Purchase Orders, Add/Update Express POs, Express Purchase Order - Purchase Order	Enter purchase orders using a version of the Maintain Purchase Order - Purchase Order page, where you can view line, schedule, and distribution information all on one page. However, when using the Express Purchase Order - Purchase Order page you cannot distribute by amount, allocate header miscellaneous charges, nor copy from an existing contract, requisition, or purchase order.
Miscellaneous Charges for Schedule (inquiry)	PO_SCHED_MISC_INQ	Purchasing, Purchase Orders, Review PO Information, Purchase Orders, Purchase Order Inquiry Click the Schedule button on the Purchase Order Inquiry - Purchase Order page. Click the Miscellaneous Charges link on the Purchase Order Inquiry - Schedules page.	View information about miscellaneous charges on the purchase order schedule.

Entering Purchase Order Line Customs Duty Details

Access the Maintain Purchase Order - Purchase Order page.

Item

Entering an item with associated customs duty miscellaneous charges on an import purchase order triggers miscellaneous charge determination and calculation.

PO Qty (purchase order quantity)

Entering or modifying the purchase order quantity for an item with associated customs duty miscellaneous charges on an import purchase order triggers the determination and calculation of applicable miscellaneous charges.

See Also

Creating Purchase Order Headers

Calculating Sales and Use Tax in Supply Chain Management

Entering Purchase Order Schedule Customs Duty Details

Access the Maintain Purchase Order - Schedules page.

Ship To

Entering or modifying the ship to location for an item with associated customs duty miscellaneous charges on an import purchase order triggers the determination and calculation of applicable miscellaneous charges.

See Also

Creating Purchase Order Schedules

Accessing Purchase Order Schedule Customs-Related Miscellaneous Charge Details

Access the Maintain Purchase Order - Schedule - Miscellaneous Charges page.

Misc. Charges

Dependency Code

Associated with customs duty-related miscellaneous charges.

Merch Vendor (merchandise vendor)

The setting of this option appears by default from the Misc Charge/Landed Cost Defn page. If selected, you pay the miscellaneous charge the purchase order vendor. If clear, you pay the miscellaneous charges to a third-party vendor.

For customs duty-related miscellaneous charges, ensure that this option is clear. This enables you to select the Indian customs authority as the third-party vendor to whom you will pay customs duty amounts on the Schedule - 3^rd Party Vendor page accessed by clicking the Third Party link.

Third Party

Click to access the Schedule - 3_rd Party Vendor page, where you can select the third-party vendor to whom you want to pay the miscellaneous charge. This link is available when the Merch Vendor option is clear.

Custom Duty

Select the Custom Duty tab.

The Custom Duty tab provides customs duty-related miscellaneous charge details.

Seq (sequence)	Sequence in which the miscellaneous charges are calculated.
Charge Type	Miscellaneous charge type.
Calc Method (calculation method)	Method by which the miscellaneous charge is calculated. For customs duty-related miscellaneous charges, the following values apply: Flat Amt (flat amount): Charge is a flat amount. You can enter this amount on the Miscellaneous Charges - Miscellaneous page. Unit Amt (per unit amount): Used to calculate the charge based on a unit price multiplied by the number of units. You can enter the unit price on the Miscellaneous Charges - Miscellaneous page. % Value (percentage of value): Used to calculate the charge based on a percentage of the assessable value on the purchase order schedule. This percentage is defined on the Misc Charge/Landed Cost Defn (miscellaneous charge/landed cost definition) page, but can be overridden on the Miscellaneous Charges - Miscellaneous page.
UOM (unit of measure)	If the calculation method is set to Unit Amt, it displays the unit of measure of the goods on the schedule.
Unit Price	If the calculation method is set to Unit Amt, it displays the unit price for the item’s miscellaneous charge.
Value %	If the calculation method is set to % Value, it displays the percentage defined on the Misc Charge/Landed Cost Defn page. It can be overridden on the Miscellaneous Charges - Miscellaneous page. This percentage is applied to the assessable value of the item.
Flat Amount	If the calculation method is set to Flat Amt, it displays the flat amount of the charge entered on the Miscellaneous Charges - Miscellaneous page.
Basis Amount	If the calculation method is set to % Value, the assessable value against which the % Value value is applied to calculate the charge amount appears.
Amt (amount)	Miscellaneous charge amount based on the calculation method and applicable values.
Rec Tax Pct (recoverable tax percentage)	Displays the recoverable percentage of the customs duty amount. This percentage is defined on the Misc Charge/Landed Cost Defn page, but can be overridden on the Miscellaneous Charges - Miscellaneous page.
CSD Rcvry Amt (customs duty recovery amount)	Displays the recoverable customs duty amount based on the Rec Tax Pct value.
CSD NRcrvy Amt (customs duty nonrecovery amount)	Displays the nonrecoverable customs duty amount based on the Rec Tax Pct value.

See Also

Entering Schedule Miscellaneous Charges

Entering Purchase Order Distribution Custom Duty Details

Access the Maintain Purchase Order - Distributions for Schedule page.

PO Qty (purchase order quantity)	Entering or modifying the purchase order quantity for an item with associated customs duty miscellaneous charges on an import purchase order triggers the calculation of customs duty amounts (recoverable and nonrecoverable) and other related base amounts.
Pct (percent)	Enter or modify the distribution percent for an item with associated customs duty miscellaneous charges on an import purchase order triggers the calculation of customs duty amounts (recoverable and nonrecoverable) and other related base amounts.
Amount	Entering or modifying the merchandise amount for an item with associated customs duty miscellaneous charges on an import purchase order triggers the redistribution of customs duty (recoverable and nonrecoverable) amounts.
GL Unit (general ledger business unit)	Enter or modify the GL unit for an item with associated customs duty miscellaneous charges on an import purchase order triggers the recalculation of the base amount for all customs duty (recoverable and nonrecoverable) amounts.

See Also

Creating Purchase Order Distributions

Entering Express Purchase Order Customs Duty Details

Access the Express Purchase Order - Purchase Order page.

Benefit ID

You must enter a benefit ID for each item on an import purchase order. This information appears by default on BOEs and other reports.

See Also

Using Express Purchase Orders

Dispatching and Printing Excise Duty and Sales Tax Information on Purchase Orders

The PO Dispatch/Print process (POPO005) prints and dispatches purchase orders to vendors and updates purchase order statuses to Dispatched. The process prints and dispatches the following excise duty and sales tax details.

Dispatch Field Description	Display Level	Details
Excise Registration Number	Header or schedule	If the excise tax registration number is the same for all schedules, the number is provided at the header level. If the numbers are different, the individual numbers are provided at the schedule level.
Sales Tax Registration Number	Header or schedule	For ship-to sales tax registration numbers, if the ship from and ship to combination is the same for all schedules, registration number information is provided at the header level. If the ship from and ship to combination is different for any schedules, registration number information is provided at the schedule level. For ship to sales tax registration numbers, if the ship from and ship to country and state are not the same, the central sales tax (CST) registration number is provided. If the ship from and ship to country and state are the same, the local sales tax (LST) registration number is provided. Vendor sales tax registration numbers (CST and LST) are also provided.
Form Code	Header or schedule	n/a
Total Tax Value	Displays for each tax type	n/a
Excise Duty Tax Code	Schedule	Excise tax component code, tax rate, and tax amount are provided.
Sales Tax Code	Schedule	Sales tax component code, tax rate, and tax amount are provided.

Page Used to Dispatch and Print Excise Duty and Sales Tax Information on Purchase Orders

Page Name	Object Name	Navigation	Usage
Purchase Orders Print	RUN_PRN_POPO005	Purchasing, Purchase Orders, Review PO Information, Print POs, Purchase Orders Print	Run the PO Dispatch/Print process.

Processing Custom Duty, Excise Duty, and Sales Taxes in Purchase Order Change Orders

When you make changes to a purchase order that affect tax determination, online change order processing and the batch Change Purchase Order (PO_POCHNG) process provide for the redetermination and recalculation of taxes. For example, if you change the ship to location, quantity, or pricing on the schedule, once the changes are validated, tax determination and calculation are triggered, and the process updates excise duty and sales tax information on purchase order schedules and distributions.

The order items that change determine how the Change Purchase Order process handles changes related to excise duties and sales taxes:

If the ship to location or item ID changes, new defaults are retrieved and excise duties and sales taxes are recalculated using the Tax Determination process (FS_EXSLIB).
If the quantity or price changes, excise duties and sales taxes are recalculated using the Tax Calculation process.
If there are any other valid changes to the schedule, the Change Purchase Order process handles them using the original VAT information.
If there are no qualifying changes to the schedule, no changes are processed. The PO_SHIP_WRK and PO_DIST_WRK tables are purged to reduce unnecessary processing, as there are no valid changes against them.
If any errors are encountered, the process issues errors and writes those errors to the message log.

When the Change Purchase Order process for changes related to custom duties taxes is triggered:

The Change Purchase Order process calls PO_CMFRTMSC and PO_CMBLDDST.

The PO_CMFRTMSC section of the Change Purchase Order process runs the customs duty tax determination and calculation common process.
Customs duty processing for online purchase order change orders function similarly; when a quantity, item, or ship to location is changed, a change order is triggered, along with customs duty processing.

See Also

Creating Purchase Order Change Orders

Page Used to Process Custom Duty, Excise Duty, and Sales Taxes in Purchase Order Change Orders

Page Name	Object Name	Navigation	Usage
PO Changes	RUN_PO_POCHNG	Purchasing, Purchase Orders, Manage Change Orders, Process Change Orders, PO Changes	Run the Change Purchase Order Application Engine process (PO_POCHNG).

Processing Excise Duty and Sales Taxes in the PO Receipt Push Process

The Receipt Push process (PO_RECVPUSH) takes receipt lines and distributions and joins in purchase order schedule excise duty and sales tax details to create receipt-landed cost transactions. Receipt-landed cost data is passed on to inventory using the Staged Cost table.

Once landed cost transactions are created for receipt lines, any online changes to the quantities accepted on the receipt are applied to the landed cost transactions upon saving the receipt.

Page Used to Process Excise Duty and Sales Taxes in the PO Receipt Push Process

Page Name	Object Name	Navigation	Usage
Process Receipts	RUN_PO_RECEIPT	Purchasing, Receipts, Process Receipts, Process Receipts	Define parameters to run the Receiver Interface Push process (PO_RECVPUSH) and the Receipt to Inventory & AM multiprocess job (RECV_03).

Using the Return-To-Vendor (RTV) Excise Adjustment Business Process

This section discusses the RTV Adjustment Business process.

Note. None of the taxes automatically change, calculate, or appear on the actual RTV.

See Managing Vendor Returns.

Using Bill of Entry (BOE)

This section provides overviews of BOE, BOE processing rules, BOE Statuses, and BOE custom duty determination and calculation and discusses how to:

Create BOEs.
Select BOE source transactions.
Enter BOE header details.
Print BOE worksheets.
Update BOEs.

Understanding BOE

There are two ways in which BOEs are used in customs processing:

With bonding.

When using BOEs with bonding, you begin tracking customs-applicable goods using BOEs when the supplier delivers the goods to customs. Although the goods are not physically in your organization’s possession, you receive the goods into a business unit you have created to represent the customs warehouse, or a bonded warehouse.
Without bonding.

When using BOEs without bonding, you begin tracking customs-applicable goods after the goods are released from customs and are delivered to you. You receive the goods for putaway to an inventory business unit or inventory warehouse.

The bonded scenario is designed for use when the legal responsibility for the goods transfers from the supplier to your organization upon delivery to customs. Use the nonbonded scenario if the transfer of responsibility occurs upon delivery to you after customs assessment.

The following list provides the basic process flows for the nonbonded BOE scenario.

Nonbonded BOE

You must submit a BOE worksheet to customs authorities when a supplier delivers your goods to customs. In addition, customs uses original shipping documents for assessment and confirmation of customs duties.

To create nonbonded BOEs:

Create a BOE with a type of Home Consumption using a purchase order with a tax transaction type of Import.

Use the pro forma invoice from the supplier to provide details needed on the BOE.
Set the BOE status to Ready.

This designates that the BOE is ready for printing and submission to customs.
Save the BOE.

Upon saving, customs duties are determined and calculated.
Print the BOE worksheet and submit to customs.

Customs authorities assess the BOE and related goods and return an updated BOE to you.
Apply the updates from customs and set the BOE status to Assessed.
Use PeopleSoft Payables to pay customs duties using a third-party voucher.
Receive and put goods away to the appropriate inventory warehouse.

Receipt lines must be associated with an assessed BOE line.
Reopen the third-party voucher and enter the receipt ID associated with each voucher line.

This enables the system to calculate and apply any variance between the estimated and actual nonrecoverable customs duties. This variance is applied to the item in PeopleSoft Inventory.
Change the BOE line and header statuses to Closed.
Create an internal vendor excise invoice for the goods using the BOE.
Run the Register Update process to update Indian tax registers and record accounting entries.

Understanding BOE Processing Rules

The bill of entry processing rules are:

The system does not apply receiving tolerance percentages when creating BOEs; therefore, the total purchase order schedule BOE quantity cannot be greater than the purchase order quantity.
You cannot create BOEs based on amount-only purchase order lines.
You can add purchase order schedules from multiple purchase orders and vendors to one BOE.
When you select a warehousing BOE to copy to an ex-bonded BOE, you can copy lines from any number of warehousing BOEs to one ex-bonded BOE.

However, you can only select lines from warehousing BOEs for copying.
Consignment orders do not require special handling for BOE or receiving processing.

Consignment orders are processed in the same way as non consignment orders.
The system uses default values, such as those on the BOE_HDR, only when inserting child rows and are not used for overriding values on existing rows.

For example, suppose that you change the rate value (RT_RATE) on the BOE_HDR record and there are existing BOE_LN records, the rate values on those BOE_LN records are not overridden. However, new BOE_LN records added after the change to the rate value on the BOE_HDR record receive the new rate value.

Understanding BOE Statuses

The following table provides details about available BOE header and line statuses:

Header Statuses	Possible Line Statuses	Details
Open	Hold, Ready, Assessed, or Closed	When BOE headers and lines are initially added, the BOE status is set to Open. After all lines have reached a status of Ready, Assessed, or Closed, you can change the BOE header status to Ready and print the BOE worksheet.
Ready	Ready, Assessed, or Closed	You can print BOE worksheets only for BOEs in Ready status.
Assessed	Assessed or Closed	Only BOE lines in Assessed status can be associated with receipt lines. After all lines have reached a status of Assessed or Closed, you can change the BOE header status to Assessed. You can apply updates to the BOE worksheet until the header status is changed to Assessed.
Closed	Closed	After receiving BOE goods, you can manually change the BOE line status to Closed. After a BOE line has reached a status of Closed, no information on the BOE line can be modified, including the line duty. After all lines have reached a status of Closed, you can change the BOE header status to Closed. After a BOE header has reached a status of Closed, no information on the BOE can be modified. Only BOE lines in Closed status are picked up when creating an internal vendor excise invoice with a type of BOE. After information has been copied from the BOE transactions to the internal vendor excise invoice, the CENVAT Posting process creates the CENVAT entries.

Understanding BOE Customs Duty Determination and Calculation

When source transaction lines (purchase order schedules or BOE lines) are copied to a BOE, the common Customs Duty Determination process (CSD_TAX_DETERM) and Customs Duty Calculation (CSD_TAX_CALC) process are triggered. These processes are also triggered when you change BOE field values that affect tax calculations.

Before calling the Customs Duty Determination process (CSD_TAX_DETERM), the line tax defaults (CSD_TAXDF_LN_RS) must be populated. After the customs duty determination is complete, the process populates the line tax default rows with default values to be transferred to the BOE_LN_DUTY record.

The Customs Duty Calculation process (CSD_TAX_CALC) is then triggered to calculate duty amounts using the line tax defaults populated by the Customs Duty Determination process. After customs duty calculations are complete, the system uses the line tax calculation detail rows to update corresponding fields on the BOE_LN_DUTY record. Corresponding amounts in BOE_LN_DUTY are also updated to reflect amounts in both base and reporting currencies.

Pages Used to Use BOE

Page Name	Object Name	Navigation	Usage
Bill of Entry	BILL_OF_ENTRY	Purchasing, Receipts, Maintain Bill of Entry IND, Bill of Entry, Bill of Entry	Enter BOEs.
Select Lines	BOE_SELECT	Click the Add Lines button on the Bill of Entry page.	Select source rows to add to a BOE.
Header Details	BOE_HDR	Click the Header Details/ Line Defaults link on the Bill of Entry page.	Access BOE header details.
BOE Worksheet	RUN_POY5070	Purchasing, Receipts, Reports, Bill of Entry Worksheet, BOE Worksheet	Enter parameters for the Bill of Entry Worksheet Crystal process (POY5070) and run the process.

Creating BOEs

Access the Bill of Entry page.

You can create a BOE for a single purchase order, multiple purchase orders, or a portion of a purchase order. BOEs are associated with a purchasing business unit.

Import Export Code

This field appears by default from the import export code defined for the organization assigned to the selected tax location.

BOE Status

Bill of entry header status. Values are: Hold, Closed, and these values:

Open: This is the default value.

Ready: Indicates that the BOE worksheet is ready for printing.

Assessed: Indicates that all BOE worksheet details are final and goods can be received by the importer.

Bill of Lading and BOL Date (bill of lading date)

Enter a bill of lading and bill of lading date.

Bill of Entry Lines

Use the Bill of Entry Lines scroll area to access and enter BOE line details.

Line/Quantity Tab

Select	Select the BOE line for which you want to display details in the Line Duties scroll area.
BOE Status	Select the bill of entry line status. Values are: Hold, Closed, and these values: Open: This is the default value. Ready: Indicates that the BOE line is ready for printing. Assessed: Indicates that all BOE line details are final and goods can be received by the importer.
Quantity Available	Quantity available to be assigned to the BOE. If the purchase order schedule is associated with another BOE, this quantity is the purchase order schedule quantity less the quantity associated with the other BOE.
BOE Quantity	Quantity assigned to the BOE. The default value is the purchase order quantity. You can modify this quantity; however, the quantity can never exceed the purchase order quantity available to be associated with a BOE. This purchase order quantity is expressed in the BOE unit of measure, which may be different from the purchase order unit of measure.
UOM (unit of measure)	The default value is the value entered on the Bill of Entry - Header Details page. If you do not enter a value on that page, this value is set to the purchase order quantity unit of measure. You can modify this value.

Amounts Tab

Select the Amounts tab.

Amount	The default value is the purchase order merchandise amount expressed in the reporting currency defined for the line. This value changes according to the value that you enter in the BOE Quantity field.
Currency	The default value is the reporting currency defined on the Bill of Entry - Header Details page. If you do not enter a value on that page, this value is set to the purchase order currency.
Rate Type	The default value is derived from the BOE header.
Rate (RPT => PO) (exchange rate from reporting to purchase order currency)	This is the exchange rate applied between the reporting and purchase order currencies using the rate type defined at the BOE header. You can modify this value.
Freight	Enter any applicable freight costs.
Insurance	Enter any applicable insurance costs.
Other Cost	Enter any other costs.
CIF Amount (charge-in-full amount)	This is the sum of the merchandise amount expressed in the reporting currency, and the amounts in the Freight, Insurance and Other Cost fields, also expressed in the reporting currency.
Landing Charges	Generally, this is one percent of the CIF amount, expressed in the reporting currency. You can modify this value. If the value in the CIF Amount field changes at any point due to a modified quantity or changes to the Freight, Insurance, and Other Cost field values, the existing landing charge based on the one percent of the CIF amount is overridden and the overriding value is used.
Assess Value	This is the sum of the CIF and landing charges amounts and is used to calculate customs duties.

Duty Totals Tab

Select the Duty Totals tab.

Custom Duty	Total customs duty amount for the BOE line. The amount reflects the sum of corresponding amounts in the Line Duties scroll area.
Custom Rcvry (custom recovery)	Total recoverable customs duty amount for the BOE line. The amount reflects the sum of corresponding amounts in the Line Duties scroll area.
Custom NRcvry (custom nonrecovery)	Total nonrecoverable customs duty amount for the BOE line. The amount reflects the sum of corresponding amounts in the Line Duties scroll area.

Details Tab

Select the Details tab.

Benefit ID	The default is the purchase order benefit scheme ID.
Exempt ID	Enter an applicable customs duty exemption ID.

PO Qty/Price Details Tab

Select the PO Qty/Price Details tab.

The PO Qty/Price Details (purchase order quantity/price details) tab displays purchase order details for each BOE line.

Unit Price

The default value is the purchase order unit price.

Line Duties

Seq Nbr (sequence number)	The sequence appears by default from the Schedule - Miscellaneous Charges page.
Misc Chg (miscellaneous charge)	All customs duty-related miscellaneous charge codes associated with each line item appear by default on the page.
Calc Method (calculation method)	Method by which the miscellaneous charge is calculated. For customs duty-related miscellaneous charges, the following values apply: Flat Amt (flat amount): Charge is a flat amount. This amount can be entered on the Miscellaneous Charges - Miscellaneous page. Unit Amt (per unit amount): Used to calculate the charge based on a unit price multiplied by the number of units. You can enter the unit price on the Miscellaneous Charges - Miscellaneous page. % Value (percentage of value): Used to calculate the charge based on a percentage of the assessable value on the purchase order schedule. This percentage is defined on the Misc Charge/Landed Cost Defn (miscellaneous charge/landed cost definition) page, but can be overridden on the Miscellaneous Charges - Miscellaneous page.
Value % (value percent)	If the calculation method is set to % Value, it displays the percentage defined on the Misc Charge/Landed Cost Defn page to be applied to the assessable value of the item. You can modify this value.
Flat Amount	If the calculation method is Flat Amt, it displays the flat amount of the charge entered on the Miscellaneous Charges - Miscellaneous page. You can modify this value.
Dependency Code	Dependency code associated with the customs duty-related miscellaneous charge.
Unit Price	If the calculation method is Unit Amt, it displays the unit price for the item’s miscellaneous charge
Custom Duty	Miscellaneous charge amount based on the calculation method and applicable values.
Custom Rcvry (custom recovery)	Displays the recoverable customs duty amount based on the recoverable tax percent.
Custom NRcvry (custom nonrecovery)	Displays the nonrecoverable customs duty amount based on the recoverable tax percent.
Add Lines	Click this button to access the Select Lines page, where you can select purchase order schedules to add to the BOE.
Header Details/Line Defaults	Click this link to access the Header Details page, where you can access BOE header details.
Recalculate Duties	Click this button to recalculate customs duties based on any changes made to BOE worksheet. The system recalculates all lines on the BOE. When calculations are complete, the BOE worksheet is ready for printing. Set the header status to Ready. Note. Saving the BOE also triggers recalculation.

Selecting BOE Source Transactions

Access the Select Lines page.

Note. Available fields on this page appear based on the BOE Type field value.

Business Unit	Displays the PeopleSoft Enterprise Purchasing business unit for the BOE. This is the business unit that initiated the purchase of the customs duty-applicable goods for which you are creating the BOE.
Bill of Entry	Displays the system-generated BOE reference number.
BOE Type	Values are: Home Consumption: Select to designate that the goods are to be transferred from customs authorities directly to your inventory warehouse for consumption. Warehousing: Select to designate that the goods are to be transferred from customs authorities to a bonded customs warehouse for storage until you need to consume them. These goods are to be received in your system using an inventory business unit representing the bonded warehouse. When you are ready to consume the goods, you create an ex-bonded BOE worksheet and do an interunit transfer to move the goods from the customs bonded warehouse to the inventory warehouse. If Home Consumption or Warehousing is selected, the system populates the Lines Available for Selection scroll area with purchase order schedules that meet the selection criteria and the following requirements when you click the Search button: Purchase order schedule direct import tax transaction type: DIMP Purchase order schedule: The schedule is not already fulfilled on a BOE. The BOE quantity that appears is the purchase order schedule quantity less the sum of the BOE quantities for all BOEs for the purchase order schedule that have a BOE type of Home Consumption or Warehousing. You can select one or more rows to copy to the BOE. After you select source rows and click OK, information from the source purchase order schedules is copied to the new BOE line and BOE line duty records. The Customs Duty calculation routine is triggered to calculate duties based on the quantity that appears by default to the BOE lines. Ex-Bond: Select to designate that goods are being moved from a bonded customs warehouse to the inventory warehouse for consumption. If selected, the system populates the Lines Available for Selection scroll area with BOE lines that meet the selection criteria and the following requirements when you click the Search button: BOE type: Warehousing. Exemption ID: clear. BOE status: Closed. BOE quantity: The BOE quantity has not been fulfilled by another BOE with a BOE type of Ex-Bond. The BOE quantity that appears for the row is the BOE quantity from the warehousing BOE line less the sum of the BOE quantity for any existing ex-bond BOE lines for the corresponding warehousing BOE line. You can select one or more rows to copy to the ex-bond BOE. After you select source rows and click OK, information from the source warehousing BOE is copied to the new ex-bond BOE line and BOE line duty records. The customs duty calculation routine is triggered to calculate duties based on the quantity that appears by default to the ex-bonded lines.
Bill of Lading	This field appears when the BOE Type field is set to Ex-Bond.
BU From (from business unit)	This field appears when the BOE Type field is set to Ex-Bond. This is the business unit representing the bonded customs warehouse from which the goods are being transferred to the ex-bonded warehouse.
BOE Ref ID (BOE reference ID)	This field appears when the BOE Type field is set to Ex-Bond. This is the warehousing BOE used as the source transaction for the ex-bonded BOE.
License	This field appears when the BOE Type field is set to Ex-Bond. This is the license assigned to the bonded customs warehouse that stored the ex-bonded goods.
Item SetID	Enter the item setID for which you want to return applicable transaction lines.
Item ID	Enter the item for which you want to return applicable transaction lines.
Exempt ID	This field appears when the BOE Type field is set to Ex-Bond. This is the exemption ID on the source BOE line.
Search	Select to display qualifying BOE source lines in the Lines Available for Selection scroll area.

Line/Quantity

BU From (from business unit)	This field appears when the BOE Type field is set to Ex-Bond. This is the business unit representing the bonded customs warehouse from which the goods are being transferred to the ex-bonded warehouse.
BOE Ref ID (BOE reference ID)	This field appears when the BOE Type field is set to Ex-Bond. This is the warehousing BOE used as the source transaction for the ex-bonded BOE.
BOE Ref Line	This field appears when the BOE Type field is set to Ex-Bond. This is the warehousing BOE line used as the source transaction for the ex-bonded BOE.
BOE Quantity	Quantity to assign to the BOE expressed in unit of measure entered in the UOM field. This is the purchase order quantity, which may have been converted if the UOM field value is different from the purchase order unit of measure. You can modify this quantity on the BOE; however, the quantity can never exceed the purchase order quantity available to be associated with a BOE.
UOM (unit of measure)	The default value is the value entered on the Bill of Entry - Header Details page. If you do not enter a value on that page, this value is set to the purchase order quantity unit of measure. You can modify this value on the BOE.
Amount	This field appears when the BOE Type field is set to Ex-Bond. This is the merchandise amount from the source BOE line.
Currency	The default value is the reporting currency defined on the Bill of Entry - Header Details page. If you do not enter a value on that page, this value is set to the purchase order currency. This currency must be the same currency defined in the miscellaneous charge setup for the selected item. The system issues an error for rows for which the currency codes do not match, because it is unable to calculate customs duty amounts. Use the currency override on the Bill of Entry - Header Details page to set the reporting currency to the correct value.
OK	Click to copy selected lines to the BOE worksheet.

Calculating India Excise and Sales Tax in PeopleSoft Billing

Entering BOE Header Details

Access the Header Details page.

Default values, such as those available for entry on this page are used only when inserting new rows and are not used for overriding values on existing rows. For example, suppose that you change the rate value (RT_RATE) on this page and there are existing BOE_LN records, the rate values on those existing BOE_LN records are not overridden. However, new BOE_LN records inserted after you change the rate value receive the new rate value.

Amount fields appear in the reporting, or local currency.

Bill of Entry	Displays the BOE ID and type.
BOE Status	Displays the BOE header status.
Bonded Warehouse License	This field is available for entry for warehousing BOEs.
Validity Date	This field is available for entry for warehousing BOEs.
Port Code	Enter an applicable port code. This value is stored for informational purposes.
Ship Mode	Select the applicable mode of shipment. This value is stored for informational purposes. Values are: Air Land Sea
Gross Weight	Enter the gross weight of the shipment. This value is stored for informational purposes.
No. of Packages (number of packages)	Enter the number of packages included in the shipment of goods on the BOE. This value is stored for informational purposes.
Customs House Agent Code	Following BOE assessment, enter the code for the customs agent responsible for the BOE assessment.
Customs House Number	Following BOE assessment, enter the number for the customs house responsible for the BOE assessment.
Customs BOE ID	Following BOE assessment, enter a BOE reference number issued by customs authorities.
Customs BOE Date	Following BOE assessment, enter a BOE assessment date issued by customs authorities.
Custom Duty	Reflects the sum of corresponding amounts on BOE lines.
Custom Rcvry (customs recovery)	Reflects the sum of corresponding amounts on BOE lines.
Custom NRcvry (customs nonrecovery)	Reflects the sum of corresponding amounts on BOE lines.

Line Defaults

The Line Defaults group box does not appear for ex-bonded BOEs. In this case, you can perform necessary overrides at the line level.

Unit of Measure	Enter a unit of measure to be used as a line default line value for new rows that you insert. This value does not override the default unit of measure for existing lines.
Currency Code - Reporting	This field appears by default from the currency code assigned to the selected tax location.

Override Rate

Currency Code	Enter a currency code to override the default reporting currency code on new rows that you insert.
Rate (RPT => PO))	Exchange rate between the default reporting currency code and the override currency code that you enter using the selected rate type. Click the Calculate Exchange Rate button to have the system calculate the rate for you. This rate is to be used as a line default line value for new rows that you insert. This value does not override the default rate for existing lines.
Rate Type	Rate type to use to calculate the exchange rate between the default reporting currency code and the override currency code that you have entered. This rate type is to be used as a line default line value for new rows that you insert. This value does not override the default rate type on existing lines.
Calculate Exchange Rate	Click to calculate the exchange rate between the default reporting currency code and the override currency code that you have entered.

Calculating India Excise and Sales Tax in PeopleSoft Billing

Printing BOE Worksheets

Access the BOE Worksheet page.

Business Unit

Enter the purchasing business unit for which you want to print BOE worksheets. To print BOE worksheets for all business units, do not enter a value.

Bill of Entry Type

Select the type of BOE worksheets that you want to print. To print BOE worksheets for all types, do not select a value. Values are:

Ex-Bond

Home Consumption

Warehousing

Bill of Entry/To

Enter the range of BOE numbers that you want to print. Only BOEs in Ready status are available for selection.

BOE Date/To

Enter the date range for the BOEs that you want to print. The system prints BOEs in Ready status that have BOE dates that meet the date range criteria.

Updating BOE

Access the Bill of Entry page.

You update a BOE worksheet in the system after it has been assessed by customs authorities. The custom authorities for the imported goods return the BOE to you (the importer) for confirmation of the assessable value and customs duty amounts assigned.

You make updates to BOEs in Ready status according to the assessment by customs authorities with the intention of changing the status to Assessed. As you update each BOE line, you change the line status to Assessed, which indicates that information on the BOE line is correct and final. You can change the BOE header status to Assessed after each line is in Assessed status.

Common updates resulting from customs authority assessment of BOEs include the application of the following:

A different exchange rate, which affects the assessable value of goods.
A different customs duty rate.
An additional customs duty.

Calculating India Excise and Sales Tax in PeopleSoft Billing

Receiving Against BOE

This section provides an overview of the BOE receipts and discusses how to:

Select BOE lines for receipts.
Receiving BOE lines.

Understanding the BOE Receipts

You can receive imported goods only after you have updated the BOE worksheet for the goods according to the customs authority assessment and have set the BOE status to Assessed. Generally, a factory location can receive goods only when they are associated with an assessed BOE.

When receiving imported goods, you must associate each receipt line must with a BOE. This association affects the timing of customs duty credit recorded in the CENVAT Value-Raw Material register and CENVAT Value - Capital Goods register.

See Also

Receiving Shipments

Calculating Sales and Use Tax in Supply Chain Management

Calculating India Excise and Sales Tax in PeopleSoft Billing

Pages Used to Receive Against BOE

Page Name	Object Name	Navigation	Usage
Select Purchase Order - Search Criteria	PO_PICK_ORDERS	Purchasing, Receipts, Add/Update Receipts, Select Purchase Order - Search Criteria Click the Select Purchase Order link on the Maintain Receipts - Receiving page. Access the Maintain Receipts - Receiving page in Add mode.	Search for and retrieve BOE-related purchase order schedules to add to a receipt.
Maintain Receipts - Receiving	RECV_WPO	Purchasing, Receipts, Add/Update Receipts, Maintain Receipts - Receiving	Create receipts for non-purchase order and purchase order line items.
Maintain Receipts - Receipt Line Details for Line	RECV_WPO_DETAILS	Click the Details button on the Maintain Receipts - Receiving page.	View receipt line details, including information about any associated BOEs. The page displays the originating BOE business unit, BOE ID, BOE type, and BOE line.

Selecting BOE Lines for Receipt

Access the Select Purchase Order - Search Criteria page.

When receiving a purchase order schedule with a tax transaction type of Import (EXS_TAX_TXN_TYPE = DIMP), you are required to enter a BOE line for each receipt line. The quantity open for receipt is the quantity on the BOE line (BOE_LN.QTY_PO) selected for the purchase order schedule less the sum of the receipt line quantities (QTY_SH_NETRCV_VUOM) for the BOE line.

PO Unit

Enter the purchasing business unit associated with the BOE that you want to receive against.

Enter the BOE number for a BOE line that you want to associate with a receipt. BOEs available for selection meet the following criteria:

BOE type set to Home Consumption or Warehousing. Ex-bonded BOEs are not available for selection because ex-bonded goods have already been received using a warehousing BOE. Ex-bonded BOEs are used to move goods from a bonded customs warehouse to an inventory business unit by way of an interunit transfer.
BOE header status set to Ready or Assessed.

The search criteria that you enter in the ID field are interpreted by the system using the following hierarchy. Data is retrieved to the Retrieved Rows scroll area in an order that corresponds to the hierarchy.

The ID that you enter is a PO ID for a non-direct-import purchase order. If applicable, purchase order lines and schedules on this purchase order are included in the first possible set of rows in the scroll area.
The ID that you enter is a contract ID. If applicable, purchase order lines and schedules associated with this contract ID are included in the second possible set of rows in the scroll area.
The ID that you enter is interpreted as either the BOE ID or the purchase order ID referenced on the BOE line. If applicable, purchase order lines and schedules associated with this BOE ID are included in the third possible set of rows in the scroll area.

Retrieved Rows

PO Qty (purchase order quantity)

For purchase order schedules with associated BOE lines, the purchase order quantity reflects the BOE quantity.

See Also

Managing Receipts

Receiving BOE Lines

Access the Maintain Receipts - Receiving page.

After you have received goods for a BOE line using the Receiving page, you manually update the BOE line and set its status to Closed. Upon closing the BOE line, the system validates that the received quantity is equal to the BOE line quantity. You update the BOE header status to Closed when all BOE lines are in Closed status.

Receipt Lines

Receipt Qty (receipt quantity)

When receiving purchase order schedules with associated BOE lines, the default receipt quantity is the BOE quantity if you selected the Ordered Quantity option on the Pick Purchase Order page. The receipt quantity is the BOE open quantity that you selected the PO Remaining Qty option on the Pick Purchase Order page.

Existing receiving tolerances are overridden and the system validates that the receipt quantity does not exceed the BOE quantity.

Accept Qty (accepted quantity)

When receiving purchase order schedules with associated BOE lines, the default accept quantity is the BOE quantity if you selected the Ordered Quantity option on the Pick Purchase Order page. The accept quantity is the BOE open quantity, if you selected the PO Remaining Qty option on the Pick Purchase Order page.

Existing receiving tolerances are overridden and the system validates that the accepted quantity does not exceed the BOE quantity.

See Also

Receiving Shipments

Running the Receiver Interface Push Process with Customs Duty

The Receipt Push process (PO_RECVPUSH) creates landed cost transactions for nonrecoverable customs duty amounts. The nonrecoverable customs duty amount is derived from the PO Value Adjustment record for the corresponding receipt line. This information is passed on to inventory and cost management along with other landed cost transactions.

If the purchase order schedule associated with the receipt line contains customs duties and has a tax transaction type of import (EXS_TAX_TXN_TYPE = DIMP) and the miscellaneous charge on the schedule is for customs duty (DST_ACCT_TYPE = CSDN), the Receipt Push process creates receipt-landed cost transactions for the nonrecoverable customs duties. If the tax transaction type is not set to Import, the process does not create receipt-landed cost transactions.

Creating Internal Vendor Excise Invoices Against BOE

This section discuss how to:

Select BOE lines to associate with internal vendor excise invoices.
Create internal vendor excise invoices for BOE transactions.

Pages Used to Create Internal Vendor Excise Invoices Against BOE

Page Name	Object Name	Navigation	Usage
Excise Invoice Receipt Search	EXD_VND_INV_SRCH	Access the Exd Vnd Invoice page in Add mode. Click the Select Receipt link on the Exd Vnd Invoice page.	Select receipt lines for internal vendor excise invoice creation.
Exd Vnd Invoice (excise duty vendor invoice)	EXD_VND_INVOICE	Purchasing, Receipts, Maintain Vndr Excise Invce IND, Exd Vnd Invoice	Create and modify internal vendor excise invoices. Note. Internal vendor excise invoices in Ready and Posted statuses cannot be modified.

Page Name

Object Name

Navigation

Usage

Excise Invoice Receipt Search

EXD_VND_INV_SRCH

Access the Exd Vnd Invoice page in Add mode.

Click the Select Receipt link on the Exd Vnd Invoice page.

Select receipt lines for internal vendor excise invoice creation.

Exd Vnd Invoice (excise duty vendor invoice)

EXD_VND_INVOICE

Purchasing, Receipts, Maintain Vndr Excise Invce IND, Exd Vnd Invoice

Create and modify internal vendor excise invoices.

Note. Internal vendor excise invoices in Ready and Posted statuses cannot be modified.

Selecting BOE Lines to Associate with Internal Vendor Excise Invoices

Access the Excise Invoice Receipt Search page.

Exc Doc Num Sr (excise document number series)	Enter an appropriate excise document number series for BOEs on the prompt page.
Excise Tx Type (excise transaction type)	BOE (bill of entry): As a result of selecting an excise document number series for BOEs, the BOE excise transaction type appears. When displayed, the Vendor Excise Invoice Search page provides for the search and selection of BOE transactions instead of receipt transactions.
BU From	Enter the business unit associated with the BOE for which you want to create an internal vendor excise invoice.
Bill of Entry	Enter the BOE for which you want to create an internal vendor excise invoice.
Bill of Lading	Enter the bill of lading associated with the BOE for which you want to create an internal vendor excise invoice.
PO Unit	Enter the purchasing business unit associated with the BOE for which you want to create an internal vendor excise invoice.
PO ID	Enter the purchase order associated with the BOE for which you want to create an internal vendor excise invoice.

Receipt Lines

Lines returned in the Receipt Lines scroll area are BOE lines in Closed status that have not already been assigned to an internal vendor excise invoice line.

See Also

Managing Receipts

Creating Internal Vendor Excise Invoices for BOE Transactions

Access the Exd Vnd Invoice page.

Note. All tax amounts that appear on this page reflect customs duty amounts.

Information on the BOE lines that you selected on the search page are copied to the internal vendor excise invoice. The common Customs Duty Determination and Calculation routines are not triggered for internal vendor excise invoices for which the excise transaction type is set to BOE. In addition, the Excise Duty and Sales Tax Determination and Calculation routines are not triggered. You cannot modify invoice line or tax details and the Calculate button is unavailable.

You create an internal vendor excise invoice for a BOE to enable the Register Update process to pick up the recoverable portion of the customs duty on the BOE. The nonrecoverable portion of the customs duty is passed to PeopleSoft Cost Management by the Receiver Interface process (PO_RECVPUSH). For this reason, when the excise transaction type is set to BOE, the nonrecoverable customs duty amount is always set to 0, and therefore the customs duty amount may not be the sum of the recoverable and nonrecoverable customs duty amounts. If the nonrecoverable amount were included on the BOE internal vendor excise invoice, the amount would be posted to the general ledger twice, once through PeopleSoft Cost Management and again through the Register Update process.

Excise Tx Type (excise transaction type)	BOE (bill of entry): As a result of selecting an excise document number series for BOEs, the BOE excise transaction type appears.
Value Register Update Flag	This option is selected once the value register has been updated for the selected internal vendor excise invoice.
Total Amount	Total merchandise amount for goods on the internal vendor excise invoice.
Total Tax Amount	Total customs duty amount for goods on the internal vendor excise invoice.
Recovery Amt (recovery amount)	Total recoverable customs duty amount for goods on the internal vendor excise invoice.
Non Recovery	Total nonrecoverable customs duty amount for goods on the internal vendor excise invoice.

Invoice Line

Item ID	Item associated with the BOE line, along with its description.
Price	Unit price for the goods on the BOE line.
Accept Qty (accepted quantity)	Purchase order quantity from the BOE line converted to the standard unit of measure.
UOM (unit of measure)	Standard unit of measure for the selected item.
Assessable Value	Assessable value for the BOE line.
Assess Value	Assessable value of the goods from the BOE line. Note. When the Excise Tx Type field is set to BOE, the Assessable Value and Assess Value field values are always equal.
Excise Amt (excise amount)	Total customs duty amount for the invoice line.

More Tab

Select the More tab.

EXD-NonRcvry Amt (excise duty - nonrecovery amount)	Recoverable customs duty amount for goods on the internal vendor excise invoice line.
EXD-Recov Amt (excise duty - recovery amount)	Nonrecoverable customs duty amount for goods on the internal vendor excise invoice line.
Currency	Transaction currency for the internal vendor excise invoice.

Source Information Tab

Select the Source Information tab.

PO Unit	Purchasing business unit on the BOE line.
PO No/PO Line/PO Sched (purchase order number/purchase order line/purchaser order schedule)	Purchase order details associated with the BOE line.
BU From	Business unit associated with the BOE line.
BOE Type	Displays the source BOE type. Values are: Consume Warehouse Ex-Bond
Bill of Entry	Bill of entry that you are associating with the internal vendor excise invoice.
BOE Line	Bill of entry line that you are associating with the internal vendor excise invoice.
Bill of Lading	Bill of lading associated with the BOE.

Excise Tax Details

Tax Type	When the excise transaction type is set to BOE, this field displays the Excise tax type. However, tax amounts that appear on this page reflect customs duty amounts.
Tax Pct (tax percent)	When the excise transaction type is set to BOE and the calculation method from the BOE is set to % Value, it displays the percentage to be applied to the assessable value of the item to derive the customs duty amount.
UOM (unit of measure)	Unit of measure for the BOE line.
Tax Amount	Customs duty amount for the rate sequence based on BOE.
NRcvry Amt (nonrecovery amount)	Nonrecoverable customs duty amount for the rate sequence.
Recovery Amount	Recoverable customs duty amount for the rate sequence.

Viewing India Localization Reports

This table describes the Purchasing report provided for India localization.

Report ID and Name	Description	Navigation	Run Control Page
POY5070, BOE Worksheet	Provides a printout of bill of entry worksheets for submission to customs authorities.	Purchasing, Shipments, Reports, Bill of Entry Worksheet	RUN_POY5070

See Also

Enterprise PeopleTools 8.46 PeopleBook: PeopleSoft Process Scheduler

Item	Entering an item with associated customs duty miscellaneous charges on an import purchase order triggers miscellaneous charge determination and calculation.
PO Qty (purchase order quantity)	Entering or modifying the purchase order quantity for an item with associated customs duty miscellaneous charges on an import purchase order triggers the determination and calculation of applicable miscellaneous charges.

Business Unit	Enter the purchasing business unit for which you want to print BOE worksheets. To print BOE worksheets for all business units, do not enter a value.
Bill of Entry Type	Select the type of BOE worksheets that you want to print. To print BOE worksheets for all types, do not select a value. Values are: Ex-Bond Home Consumption Warehousing
Bill of Entry/To	Enter the range of BOE numbers that you want to print. Only BOEs in Ready status are available for selection.
BOE Date/To	Enter the date range for the BOEs that you want to print. The system prints BOEs in Ready status that have BOE dates that meet the date range criteria.