Setups to be checked when Excise Invoice number is not getting generated

If Excise invoice number is not getting generated in your instance, check the following setups and transactions data

Setups to be checked:

1. The Item shipped has Item class setup at Organizations items level. The Item class should exist and should not be ‘OTIN’ or ‘OTEX’
2. The Item should be Excisable at Organization Items level.

Navigation: India local Inventory > India Localization > Setup > Item setup > VAT/EXCISE Item classification

3. The order type used should be attached to Bond register.

Navigation: India Local Receivables > India Localization > Registers > Define Bond Register

4. The financial year is setup in Oracle financials for India for the Organization.
5. The Organization is either a Master Org or has been attached to a Master Org. (The Master Org flag is supposed to be checked at the Organization + Location combination and not at Null Location)

6. The EC Code for the organization is not null & a distinct code is entered.

7. The shipment has been made from a bonded sub inventory.

To know whether the sub inventory is bonded, Navigate to India Localization Inventory > Setup > Sub inventory locations - Query the organization and find whether the sub inventory is listed.

Check the following transactions data:

1. The order shipped has Excise type of tax attached to it.
2. Inventory interface has completed normally.
3. The payment registers have sufficient balance to clear the transaction.
4. India – Excise invoice generation program has been run for the transaction & completed without error.

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Autocreate creates Purchase order with same line number as in Requisition

When auto creating Purchase order with requisition lines grouping as ‘Requisition’, the Purchase order is getting created with the same line numbering as that of requisition

Scenario:

While creating requisition user did some mistakes, hence deleted some lines & the requisition line number sequence is like 1, 3 & 6.

The purchase order is auto created with grouping method as ‘Requisition’.

Purchase order gets created with the same sequence of line numbers as in requisition. This might give a wrong impression to the Vendor that some lines are missing in the Purchase order.

Cause:

This behavior is due to value set for profile option ‘PO: Use Requisition Line Numbers on Autocreated Purchase Order Lines’

The value of this profile option will determine whether to generate sequential numbers or copy the requisition line numbers.

If the value of the profile option is ‘Yes’ and if the grouping method selected on the Autocreate window is ‘Requisition’,  autocreate will copy the Requisition line number to the autocreated Purchase order.

 If the value of the profile option is ‘No’, the autocreate process will update the purchase order lines using the algorithm max (line_number) + 1, then the line numbers in PO will be 1,2 & 3.

Below we will reproduce the same issue, after setting the profile option ‘PO: Use Requisition Line Numbers on Autocreated Purchase Order Lines’ to ‘No’ and will see its impact.

Requisition created with improper sequence of line numbers

The purchase order is auto created with grouping method as ‘Requisition’.

Since we have set the value of the profile option as ‘No’, System didn’t copy the line numbers from requisition and has generated line numbers in a sequential way 1, 2 & 3.

Note:

If the purchase order is auto created with grouping method as ‘Default’, system will not copy the line numbers from requisition to purchase order (irrespective of the value of profile option ‘PO: Use Requisition Line Numbers on Autocreated Purchase Order Lines’)

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Updating the PAN No. of existing Customer and Supplier

Once PAN No. is entered and saved, we cannot update the same through forms. Oracle has provided concurrents to update the PAN No. of both Customer and Supplier.

Run both the concurrents from Asia / Pacific localization responsibility

India – Customer Pan Number Update:

As the name suggests the concurrent is used to update the Pan number of a customer.

Parameters:

Customer Name – Enter the customer name for which the PAN No. needs to be updated

Old PAN Number – PAN number which needs to be changed

New PAN Number – PAN number which will replace the old value

India – Pan number Update:

This concurrent is used to update the PAN number of exising Supplier /Vendor.

Parameters:

Vendor Name – Vendor name for which the PAN No. needs to be updated

New PAN Number – PAN number which will replace the old value

Debug – When this value is ‘Yes’ will write the debug messages in the log file

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Is India’s Tax Regimes such Value Added Tax, Service Tax, Customs and others are supported on Standalone Payable Invoice by Oracle Financials for India in Release 12.1?

Primarily Standalone AP Invoices will be raised for non-item based expense or service activities. As Item information is not available for such invoices, regimes like Excise, Customs and VAT that are Item-based tax regimes will not be associated with Standalone AP Invoices.

Similarly other tax types such as OCTROI, Insurance, and Entry Tax etc. are all Item movement related and hence not applicable to Standalone AP Invoices.

Hence the only Indirect Tax regime applicable on Stand-alone invoices will be the Service Tax Regime (Direct Tax regimes such as Tax Deduction at Source shall continue to be supported with the existing Global Flex field basis approach for standalone invoices also). 

Value Added Tax (VAT) recovery requirements of India Localization VAT recovery process is currently linked to receipt of goods and also on Item attributes. 

As AP Standalone Invoice does not carry the Item information, VAT recovery is kept out of scope of this project. User should use the VAT Manual recovery entry mechanism for handling exceptional scenarios where a stand-alone invoice is carrying recoverable VAT taxes.

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