Continue.... Volume 1
Creating Excise Invoices
Use
This is the procedure that you follow to create an excise invoice for the less common types of goods movement.
Procedure
1. From the SAP Easy Access screen, choose Indirect Taxes ® Sales/Outbound Movements ® Excise Invoice ® For Other Movements ® Create/Change/Display ® .
2. On the selection screen, enter data as required, including:
(i)Reference
group box
Specify which document you want to create the excise invoice for and which excise group it is for.
(ii)Details
group box
Specify the vendor or customer that you are sending the invoice to.
3. Choose .
If you entered an internal document number, the system copies the item details from it.
4. Choose .
5. Enter line items for each of the materials to be included in the excise invoice. For each item, enter the following data:
(i)Material
(ii)Quantity
(iii)Unit of measure
(iv)Base value
(v)Excise duty
6. To pick the rate and amount from a specific excise invoice, choose Get excise invoice.
7. Save the excise invoice.
If you are using the one-step procedure, the system creates and posts an excise invoice. Otherwise, the system saves the information but does not make any postings: it now has to be verified.
Verifying and Posting Excise Invoices
Use
You follow this procedure to verify that the information in an excise invoice that has already been created, and to post it once you are satisfied.
Procedure
From the SAP Easy Access screen, choose Indirect Taxes ® Sales/Outbound Movements ® Excise Invoice ® For Other Movements ® Posting.
1. Enter the internal document number of the excise invoice.
2. Choose Release to accounting.
The system displays the excise invoice. The excise duty that is to be posted is displayed at the foot of the screen, which you can change if necessary.
3. To access the balance utilization, choose .
4. To display the balance available on the CENVAT accounts, choose Account balances.
5. Save the excise invoice.
The system generates the accounting documents.
6. To print the excise invoice, choose .
Making a Transfer Posting
Use
In this procedure, you make a transfer posting for the goods ordered by another plant. For more information about this function, see Entering the Removal from Storage at the Issuing Plant.
Procedure
1. From the SAP Easy Access screen, choose Logistics ® Materials Management ® Inventory Management ® Goods Movement ® Transfer Posting.
2. Choose Movement type ® Transfer posting ® Plant to plant ® To stock in transit.
3. Enter the number of the issuing plant and storage location.
4. Choose To purchase order.
5. In the dialog box, enter the number of the stock transport order that the receiving plant created and choose
6. Check the data.
7. Save the transfer posting.
Transaction Codes for India
Transaction Action
J1I2 Prepare a sales tax register
J1I3 Create outgoing excise invoices in batches
J1I5
Update the RG 1 and Part I registers
J1I8
Post the challan used to remit TDS
J1IC194C
Create annual return under section 194 C (Classic TDS)
J1IC194D
Create annual return under section 194 D (Classic TDS)
J1IC194I
Create annual return under section 194 I (Classic TDS)
J1IC194J
Create annual return under section 194 J (Classic TDS)
J1IEX
Incoming Excise Invoices (central transaction)
J1IEX_C
Capture an incoming excise invoice (excise clerk)
J1IEX_P
Post an incoming excise invoice (excise supervisor)
J1INBANK
Post a bank challan
J1INCANC
Cancel a vendor withholding tax certificate
J1INCERT
Print a vendor withholding tax certificate
J1INCHLN
Create a remittance challan
J1INCUST
Post a customer withholding tax certificate
J1INHC
Withholding Tax Migration Health Check Program
J1INMIG
Withholding Tax Data Migration Tool
JI1NCHLC
Create a remittance challan for customers
J1INCC
Print customer withholding tax certificates
J1INMIS
Withholding Tax Information System
JI1NAR
Prepare annual returns (Extended Withholding Tax)
J1IF01
Create a subcontracting challan
J1IF11
Change a subcontracting challan
J1IF12
Display a subcontracting challan
J1IF13
Complete, reverse, or recredit a subcontracting challan
J1IFQ
Reconcile quantities for subcontracting challans
J1IFR
List subcontracting challans
J1IH
Make a CENVAT adjustment posting
J1IIN
Create an outgoing excise invoice
J1IJ
Assign excise invoices to a delivery for sales from depots
J1INJV
Adjust withholding tax Item
J1INREP
Reprint a vendor withholding tax certificate
J1INREV
Reverse a remittance challan
J1INPR
Calculate withholding tax on clearing accounts
J1INUT
Clear withholding tax on clearing accounts
J1IR
Download register data
J1IS
Process an excise invoice (outgoing) for other movements
J1IU
Process exemption forms
J1IW
Verify and post an incoming excise invoice
J1IX
Create an incoming excise invoice (without reference to purchase order)
J2I8
Transfer excise duty to CENVAT account
J2ID
Archive tax deducted at source (TDS) documents
J2IE
Locate tax deducted at source documents in archive
J2IU
Remit excise duty fortnightly
J2I9
Monthly CENVAT return
J1IG
Excise invoice entry at depot
J1IGA
Create additional excise entry at depot
J2I5
Extract data for excise registers
J2I6
Print excise registers
Sales from Factories
Purpose
This process describes how the SAP System handles the sales process, allowing for the creation of excise invoices, which you have to send with each delivery that is subject to excise duty. There are two scenarios, depending on whether you want to send the commercial invoice along with the delivery or at a later date.
Prerequisites
In order for the system to be able to copy the information from document to document, you must have set up the copying control procedures in Customizing for Sales and Distribution (SD). This differs according to when you want to send the commercial invoice:
1. Along with the delivery
In this case, the document flow would be OR (standard sales order type) – LF (standard delivery type) – F2 (invoice).
2. At a later date
The document flow would be OR – JF (delivery type, a copy of LF) – JEX (pro forma billing document type, a copy of document type F8) – F2.
In addition, you must also have maintained the settings in the Country Version India (CIN) Implementation Guide (IMG), by choosing Global Settings ® Assign Excise Invoice Billing Type to Delivery Type.
A sample pricing procedure, JFACT, is provided for this sales procedure.
Process Flow
1. The sales clerk creates a sales order, following the
(i)standard procedure.
There are special procedures for:
(i)Customers in possession of exemption forms
(ii)Exports
2. The shipping clerk creates a delivery, again, following the
standard procedure.
On the initial screen, you set the appropriate delivery type (see above).
3. In the warehouse, the storeperson issues the goods.
The system only allows users to create a pro forma excise invoice if the delivery is complete, so as to prevent them from creating multiple pro forma excise invoices.
4. What you do at this stage depends on whether you want to send the commercial invoice along with the delivery or whether you want to invoice the customer later.
(A) If the invoice is to be shipped with delivery, the shipping clerk:
(i)Creates an invoice, following the standard procedure.
(ii)Creates an excise invoice from the invoice
(B) If the invoice is to be sent on at a later date, the shipping clerk:
(i)Creates the pro forma excise invoice
The pro forma excise invoice is only required for technical purposes and is not sent to the customer. The system does not make any accounting postings at this stage.
(ii)Creates
an excise invoice from the pro forma excise invoice
In both these cases, the system creates an accounting document to post the excise duty to a clearing account.
Instead of creating excise invoices manually, you can also have the system create them automatically. Alternatively, you can create them in batches.
5. You ship the goods.
6. When the time comes to invoice the customer, you create the invoice, following the standard procedure.
Irrespective of the number of excise invoices that you have issued, you can combine the delivery items in a single invoice (if the standard requirements are met).
Sales from Depots
Purpose
You may sell finished goods directly from the place of manufacture, as described under Sales from Factories, or you may first ship them to a separate location for storage (a depot), from where you will sell them. The second procedure is described here.
Sales from depots are handled differently from sales from factories because of excise law: Excise duty is payable when you send the goods from the factory to the depot, but it is not levied again when you sell the goods.
Sometimes when you make a final sale of goods from a depot, price escalations could have happened with retrospective effect. In such scenarios you need to pay the extra excise duty at the factory using an A Certificate. You need to register the A certificate details in the RG 23D register and the excise recovered from the customer.
Prerequisites
You have customized:
1. Stock transport processing, in Customizing for Materials Management (MM), by choosing Purchasing ® Purchase Order ® Set Up Stock Transport Order
2. The copying control for copying stock transport order NL to excise invoice JEX
You make this setting in the Country Version India (CIN) Implementation Guide (IMG), by choosing Sales and Distribution ® Assign Excise Invoice Billing Type to Delivery Type.
3. The item category NLN (standard transport order) so that it is relevant for billing
You do this in the standard IMG, in Customizing for Sales and Distribution (SD), by choosing Sales ® Sales Documents ® Sales Document Item.
Process Flow
1. You create the sales order, following the
standard procedure.
The standard pricing procedure for depot sales is JDEPOT.
2. You create the delivery, again, following the
standard procedure.
3. You
assign excise invoices to the delivery or material document.
4. You
verify that you have selected the correct excise invoices and post them. Alternatively, if you have selected the wrong excise invoices, you can cancel the assignment.
5. You create the invoice, following the standard procedure.
Creating Excise Invoices
Use
This is the procedure that you follow to create an excise invoice for the less common types of goods movement.
Procedure
1. From the SAP Easy Access screen, choose Indirect Taxes ® Sales/Outbound Movements ® Excise Invoice ® For Other Movements ® Create/Change/Display ® .
2. On the selection screen, enter data as required, including:
(i)Reference
group box
Specify which document you want to create the excise invoice for and which excise group it is for.
(ii)Details
group box
Specify the vendor or customer that you are sending the invoice to.
3. Choose .
If you entered an internal document number, the system copies the item details from it.
4. Choose .
5. Enter line items for each of the materials to be included in the excise invoice. For each item, enter the following data:
(i)Material
(ii)Quantity
(iii)Unit of measure
(iv)Base value
(v)Excise duty
6. To pick the rate and amount from a specific excise invoice, choose Get excise invoice.
7. Save the excise invoice.
If you are using the one-step procedure, the system creates and posts an excise invoice. Otherwise, the system saves the information but does not make any postings: it now has to be verified.
Verifying and Posting Excise Invoices
Use
You follow this procedure to verify that the information in an excise invoice that has already been created, and to post it once you are satisfied.
Procedure
From the SAP Easy Access screen, choose Indirect Taxes ® Sales/Outbound Movements ® Excise Invoice ® For Other Movements ® Posting.
1. Enter the internal document number of the excise invoice.
2. Choose Release to accounting.
The system displays the excise invoice. The excise duty that is to be posted is displayed at the foot of the screen, which you can change if necessary.
3. To access the balance utilization, choose .
4. To display the balance available on the CENVAT accounts, choose Account balances.
5. Save the excise invoice.
The system generates the accounting documents.
6. To print the excise invoice, choose .
Making a Transfer Posting
Use
In this procedure, you make a transfer posting for the goods ordered by another plant. For more information about this function, see Entering the Removal from Storage at the Issuing Plant.
Procedure
1. From the SAP Easy Access screen, choose Logistics ® Materials Management ® Inventory Management ® Goods Movement ® Transfer Posting.
2. Choose Movement type ® Transfer posting ® Plant to plant ® To stock in transit.
3. Enter the number of the issuing plant and storage location.
4. Choose To purchase order.
5. In the dialog box, enter the number of the stock transport order that the receiving plant created and choose
6. Check the data.
7. Save the transfer posting.
Transaction Codes for India
Transaction Action
J1I2 Prepare a sales tax register
J1I3 Create outgoing excise invoices in batches
J1I5
Update the RG 1 and Part I registers
J1I8
Post the challan used to remit TDS
J1IC194C
Create annual return under section 194 C (Classic TDS)
J1IC194D
Create annual return under section 194 D (Classic TDS)
J1IC194I
Create annual return under section 194 I (Classic TDS)
J1IC194J
Create annual return under section 194 J (Classic TDS)
J1IEX
Incoming Excise Invoices (central transaction)
J1IEX_C
Capture an incoming excise invoice (excise clerk)
J1IEX_P
Post an incoming excise invoice (excise supervisor)
J1INBANK
Post a bank challan
J1INCANC
Cancel a vendor withholding tax certificate
J1INCERT
Print a vendor withholding tax certificate
J1INCHLN
Create a remittance challan
J1INCUST
Post a customer withholding tax certificate
J1INHC
Withholding Tax Migration Health Check Program
J1INMIG
Withholding Tax Data Migration Tool
JI1NCHLC
Create a remittance challan for customers
J1INCC
Print customer withholding tax certificates
J1INMIS
Withholding Tax Information System
JI1NAR
Prepare annual returns (Extended Withholding Tax)
J1IF01
Create a subcontracting challan
J1IF11
Change a subcontracting challan
J1IF12
Display a subcontracting challan
J1IF13
Complete, reverse, or recredit a subcontracting challan
J1IFQ
Reconcile quantities for subcontracting challans
J1IFR
List subcontracting challans
J1IH
Make a CENVAT adjustment posting
J1IIN
Create an outgoing excise invoice
J1IJ
Assign excise invoices to a delivery for sales from depots
J1INJV
Adjust withholding tax Item
J1INREP
Reprint a vendor withholding tax certificate
J1INREV
Reverse a remittance challan
J1INPR
Calculate withholding tax on clearing accounts
J1INUT
Clear withholding tax on clearing accounts
J1IR
Download register data
J1IS
Process an excise invoice (outgoing) for other movements
J1IU
Process exemption forms
J1IW
Verify and post an incoming excise invoice
J1IX
Create an incoming excise invoice (without reference to purchase order)
J2I8
Transfer excise duty to CENVAT account
J2ID
Archive tax deducted at source (TDS) documents
J2IE
Locate tax deducted at source documents in archive
J2IU
Remit excise duty fortnightly
J2I9
Monthly CENVAT return
J1IG
Excise invoice entry at depot
J1IGA
Create additional excise entry at depot
J2I5
Extract data for excise registers
J2I6
Print excise registers
Sales from Factories
Purpose
This process describes how the SAP System handles the sales process, allowing for the creation of excise invoices, which you have to send with each delivery that is subject to excise duty. There are two scenarios, depending on whether you want to send the commercial invoice along with the delivery or at a later date.
Prerequisites
In order for the system to be able to copy the information from document to document, you must have set up the copying control procedures in Customizing for Sales and Distribution (SD). This differs according to when you want to send the commercial invoice:
1. Along with the delivery
In this case, the document flow would be OR (standard sales order type) – LF (standard delivery type) – F2 (invoice).
2. At a later date
The document flow would be OR – JF (delivery type, a copy of LF) – JEX (pro forma billing document type, a copy of document type F8) – F2.
In addition, you must also have maintained the settings in the Country Version India (CIN) Implementation Guide (IMG), by choosing Global Settings ® Assign Excise Invoice Billing Type to Delivery Type.
A sample pricing procedure, JFACT, is provided for this sales procedure.
Process Flow
1. The sales clerk creates a sales order, following the
(i)standard procedure.
There are special procedures for:
(i)Customers in possession of exemption forms
(ii)Exports
2. The shipping clerk creates a delivery, again, following the
standard procedure.
On the initial screen, you set the appropriate delivery type (see above).
3. In the warehouse, the storeperson issues the goods.
The system only allows users to create a pro forma excise invoice if the delivery is complete, so as to prevent them from creating multiple pro forma excise invoices.
4. What you do at this stage depends on whether you want to send the commercial invoice along with the delivery or whether you want to invoice the customer later.
(A) If the invoice is to be shipped with delivery, the shipping clerk:
(i)Creates an invoice, following the standard procedure.
(ii)Creates an excise invoice from the invoice
(B) If the invoice is to be sent on at a later date, the shipping clerk:
(i)Creates the pro forma excise invoice
The pro forma excise invoice is only required for technical purposes and is not sent to the customer. The system does not make any accounting postings at this stage.
(ii)Creates
an excise invoice from the pro forma excise invoice
In both these cases, the system creates an accounting document to post the excise duty to a clearing account.
Instead of creating excise invoices manually, you can also have the system create them automatically. Alternatively, you can create them in batches.
5. You ship the goods.
6. When the time comes to invoice the customer, you create the invoice, following the standard procedure.
Irrespective of the number of excise invoices that you have issued, you can combine the delivery items in a single invoice (if the standard requirements are met).
Sales from Depots
Purpose
You may sell finished goods directly from the place of manufacture, as described under Sales from Factories, or you may first ship them to a separate location for storage (a depot), from where you will sell them. The second procedure is described here.
Sales from depots are handled differently from sales from factories because of excise law: Excise duty is payable when you send the goods from the factory to the depot, but it is not levied again when you sell the goods.
Sometimes when you make a final sale of goods from a depot, price escalations could have happened with retrospective effect. In such scenarios you need to pay the extra excise duty at the factory using an A Certificate. You need to register the A certificate details in the RG 23D register and the excise recovered from the customer.
Prerequisites
You have customized:
1. Stock transport processing, in Customizing for Materials Management (MM), by choosing Purchasing ® Purchase Order ® Set Up Stock Transport Order
2. The copying control for copying stock transport order NL to excise invoice JEX
You make this setting in the Country Version India (CIN) Implementation Guide (IMG), by choosing Sales and Distribution ® Assign Excise Invoice Billing Type to Delivery Type.
3. The item category NLN (standard transport order) so that it is relevant for billing
You do this in the standard IMG, in Customizing for Sales and Distribution (SD), by choosing Sales ® Sales Documents ® Sales Document Item.
Process Flow
1. You create the sales order, following the
standard procedure.
The standard pricing procedure for depot sales is JDEPOT.
2. You create the delivery, again, following the
standard procedure.
3. You
assign excise invoices to the delivery or material document.
4. You
verify that you have selected the correct excise invoices and post them. Alternatively, if you have selected the wrong excise invoices, you can cancel the assignment.
5. You create the invoice, following the standard procedure.
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