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11i: Using and Troubleshooting Tax Exemptions in R11.5 Receivables (Doc ID 387956.1)

Last updated on FEBRUARY 25, 2019

Applies to:

Oracle Receivables - Version 11.5.8 to [Release 11.5.8 to 11.5.10]
Information in this document applies to any platform.


This note was written to assist users in identifying why a tax exemption is not working as expected after it has been defined in R11.5.x

For release 12 exemption troubleshooting, refer to <Note 750064.1>

Troubleshooting Steps

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In this Document
Troubleshooting Steps
 Q1: What Setup is Required in Creating Customer Exemptions?
 Q2: Will Doing This Setup Affect Both Manual Invoices and Automated Invoices?
 Q3:  Another Column, "Status," Needs to Be Entered in the Tax Exemptions Form. What Should Be the Value for This Column?
 Q4:  You Have Specified That the Effective Start Date Should Be the Same as the Invoice Date. If So, Will It Not Affect All Invoices That Are Created After the Effective Start Date?
 Q5:  After Completing This Setup, Will the User Have to Take Any Action on the Invoice or How Will the Tax Be Adjusted on the Invoice?
 Q6:  You Already Have Exempted the Customer From Tax in the Customers Workbench. What is the Purpose of This Setup?
 Q7:  Can You Set the Effective Start Date as of a Specific Date?
 Q8:  When Does the Tax Calculation Process Run? Immediately After Making the Customer as Exempt? Will the Invoice Value Change After Making the Customer Exempt?
 Common Errors and Fixes

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