Prerequisites

You must have the following user roles to install the connector:

• Application Implementation Consultant

• Financial Application Administrator

• Tax Manager

• Tax Administrator

• Employee

Supported content

The connector supports a variety of features designed to streamline tax compliance for transactions in the United States and Canada.

Tax calculations

The connector supports transaction-based taxes for the United States and Canada, including:

• Sales and use tax

• GST

• HST

• QST

• PST

It also accounts for exemptions, discounts, and special tax rules based on US jurisdictions.

Note:

Cross-border transactions are only supported for businesses based in the United States or Canada. Cross-border transactions include international tax treaties, import and export duties, and GST and HST rules for cross-border compliance.

Real-time and batch processing

The connector provides tax calculations for transactions as they occur, ensuring accurate and up-to-date tax determination for individual transactions in Oracle Fusion Cloud.

For large numbers of invoices, Sovos maintains a dedicated Oracle Universal Content Management instance container for batch invoice operations.

Supported transaction types

Order-to-Cash (O2C) Workflow

• Sales order

• Return material authorization

• Credit

• Invoice

• AR credit memo

• AR debit memo

Procure-to-Pay (P2P) Workflow

• Purchase requisition

• Purchase order

• AP invoice

Supported triggers

Order-to-Cash (O2C) Workflow

• Saving a sales order

• Submitting a sales order

• Completing an AR transaction

Procure-to-Pay (P2P) Workflow

• Sending a manual tax call for a purchase requisition

• Submitting a purchase requisition

• Submitting a purchase order

• Validating an AP invoice

Business Intelligence Publisher (BIP) Reports

The connector supports BIP reports, allowing you to generate and customize compliance reports for O2C and P2P workflows.