Tax Invoice Number, Tax invoice Date Field Issues in Process Claim Form
(Doc ID 2871923.1)
Last updated on NOVEMBER 10, 2023
Applies to:
Oracle Financials for India - Version 12.2 and laterInformation in this document applies to any platform.
Symptoms
Reported Issue
-----------------
Multiple discrepancies observed in process claim form.
Issue 1 :-
Unable to modify "Tax invoice date" for payables invoice in process claim form. For an invoice where tax invoice number is already generated this process
claim form is allowing to modify the generated tax invoice number and date (provided if both are entered)
If only date is entered, that is not getting updated.
Issue 2 :-
The modified tax invoice number is appearing on the transaction i.e. tables jai_tax_det_factors and jai_tax_lines. Refer tax_invoice_num field.
System is allowing modification of tax invoice number from India tax details form. This is causing discrepancy across the value of tax invoice number for the same transaction where
at header and in process claim form have the modified tax invoice number and at tax line level it still has the older tax invoice number.
Steps for replication
----------------------
For Issue 1:
1.(N) Oracle Financials for India - Recovery Management - Process Recovery.
Query a existing payable invoice where tax invoice number is generated in process claim form.
2. Update the tax invoice date.
3. Save.
4. Requery where the date is still showing the old value.
For Issue 2:
1.(N) India local payables - Invoices - Entry - Invoices..
Search an invoice where claim is already done and tax invoice number is generated.
2. (N) Tools- India tax details form.
3. System is allowing modification of tax invoice number after claim in this form. This field is allowed for modification, which ideally it shouldn't.
4. Let say, if tax invoice number is XX123 which is already generated and claim is done, it is still allowing this field to be modified and saved.
Considering above example let's say the value is now modified to XX123_55.
5. The new value i.e. XX123_55 is reflecting in process claim form and header section of tools - India tax details menu.
6. Whereas at the tax level, field tax invoice number is still reflecting XX123.
7. Discrepancy is observed when compared the value of tax invoice number at India tax details form.
Expected Behavior
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Expectation for these reported issues is as below.
For Issue 1
System should allow modification of tax invoice date.
For Issue 2
Modification of tax invoice number via tools - India tax details tax menu should not be allowed for the record where tax invoice number is already generated and that
invoice is equally claimed.
Changes
Cause
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In this Document
Symptoms |
Changes |
Cause |
Solution |
References |