Results for “tax_code”

AI-generated from documented ETRM metadata — verify critical details on the linked pages.

Overview

The TAX_EXEMPTIONS_QP_V view in the APPS schema is an Oracle E-Business Suite Receivables (AR) reporting and integration object that lists candidate exemption certificates applicable to a given Bill To customer and Ship To site. It plays a specialized role within the ETRM (E-Business Tax) and Oracle Receivables tax determination flow, where exemption certificates must be resolved for a specific customer account and ship-to location during tax calculation. The "_QP" suffix identifies this view as part of the QuickPick (QP) family of lookup views consumed by the tax engine to select the applicable exemption record. The view is documented as VALID and was introduced to support the tax exemption logic described in ETRM Releases 12.1.1 and 12.2.2.

Underlying Base Objects

The view is defined over a combination of Receivables and Oracle Trading Community Architecture (HZ) objects. Documented references include:

• AR_LOCATION_COMBINATIONS and AR_LOCATION_VALUES — location segment combinations used to derive the exemption location.
• AR_LOOKUPS — used to resolve the reason code to its user-facing meaning (ARL.MEANING).
• RA_TAX_EXEMPTIONS — the primary transactional source of exemption certificates.
• HZ_CUST_ACCT_SITES, HZ_CUST_SITE_USES, HZ_PARTY_SITES, HZ_LOCATIONS, HZ_LOC_ASSIGNMENTS — the Trading Community model tables that tie the exemption to a customer account site, party site, location, and site use.

The joins link Ship To site uses to customer account sites via CUST_ACCT_SITE_ID, then to party sites and locations via PARTY_SITE_ID and LOCATION_ID, with an additional match on ORG_ID. The exemption record (RA_TAX_EXEMPTIONS) is then constrained so that its location segments (LOCATION_ID_SEGMENT_1/2/3) either match or are null relative to the location combination, ensuring that both customer-level and site-level exemptions are returned as candidates.

Key Columns

• SHIP_TO_SITE_USE_ID — the Ship To site use from HZ_CUST_SITE_USES.
• SHIP_TO_CUSTOMER_ID / BILL_TO_CUSTOMER_ID — customer identifiers for the Ship To account and the Bill To customer.
• EXEMPTION_SHIP_TO_SITE_USE_ID — the site use associated with the exemption, when applicable.
• LOCATION — the concatenated user-facing location segments.
• TAX_EXEMPT_NUMBER — the exemption certificate number (CUSTOMER_EXEMPTION_NUMBER).
• TAX_EXEMPT_REASON_CODE — the coded reason for the exemption; this is the column most commonly searched by users.
• TAX_EXEMPT_REASON_MEANING — the descriptive meaning of the reason code from AR_LOOKUPS.
• PERCENT_EXEMPT — the exemption percentage.
• STATUS_CODE / START_DATE / END_DATE — the exemption status (e.g., PRIMARY, MANUAL, UNAPPROVED, EXPIRED) and its effective dates.
• TAX_EXEMPTION_ID — the surrogate key of the exemption record.
• DISPLAY_ORDER — a derived ranking that orders candidates (site-specific first, then by status).
• TAX_CODE — the tax code associated with the exemption.

Common Use Cases and Queries

This view is typically consumed to diagnose which exemption certificate the tax engine will apply for a given Bill To / Ship To combination, and to troubleshoot reason codes seen in tax lines. A sample query to retrieve exemptions for a customer:

SELECT bill_to_customer_id, ship_to_site_use_id, tax_exempt_number, tax_exempt_reason_code, tax_exempt_reason_meaning, percent_exempt, status_code, start_date, end_date FROM apps.tax_exemptions_qp_v WHERE bill_to_customer_id = :p_customer_id ORDER BY display_order;

Analysts frequently filter specifically on the reason code to audit usage:

SELECT tax_exempt_number, tax_exempt_reason_code, tax_exempt_reason_meaning, status_code FROM apps.tax_exemptions_qp_v WHERE tax_exempt_reason_code = :p_reason_code;

Because DISPLAY_ORDER encodes the precedence rules, taking the first row returned per Ship To site (ordered by DISPLAY_ORDER) reproduces the engine's candidate selection and is the recommended approach when validating tax exemption behavior.