Create a debit memo with taxes from Global Tax Determination
Learn how to add taxes to debit memos with single and multiple lines in Oracle Fusion Cloud from Global Tax Determination.
- Log in to Oracle Fusion Cloud.
- Go to Receivables > Billing.
- On the side menu, click the Tasks icon, then click Transactions > Create transaction.
- In the General Information section, click the Transaction Class dropdown and select Debit Memo, then select the appropriate option in the Transaction Type dropdown.
- Enter the rest of the required information in the General Information section.
- Go to the Debit Memo Lines section and enter the line item's description, quantity, and unit price.Each line item represents an item on the debit memo.
- Optional: Add more line items.
- Optional: If you want to add a different ship-to address to a line item, follow these steps.
- In the Line Information section, click the Details icon.A new page opens.
- In the Ship-to-customer section, enter the customer's name in the Name field.If you do not know the customer name, click the Search icon, then search by name, registry ID, or taxpayer number.
- The Address field will autopopulate.To add a different address, click the Address dropdown. If you do not know the address, click the Search and search by site, primary, or address. Select the address from the results and click OK. The Address field updates.
- Optional: Click Next Item to edit more lines.
- Click Save and Close to return to the Debit Memo page.
- In the Line Information section, click the Details icon.
- Click the Complete and Create Another dropdown, then select Complete and Review.
- Click the tax amount in the General Information section.A pop-up displays the total amount breakdown. The taxes are shown by line item if there are debit memos with multiple lines.
- Review the tax amount and click OK.
- Optional: Click View Image to see a preview. Click OK to close the preview.
- If everything looks good, click the Save dropdown and select Save and Close.