Fusion: Import Tax Registration Number and Tax Classification Code to Suppliers/Customers

After Suppliers were migrated to a new environment, now the user must upload the Tax Registration to the suppliers, but the worksheet (SupplierImportTemplate and SupplierAddressImportTemplate) does not have a column for this information.

It is suggested to use the Rapid Implementation feature for uploading the Registrations to the Suppliers.

Following are the steps to be performed by the user having the TAX_MGR_OPERATIONS role.

1. Navigate to the Setup and Maintainance Task "Manage Tax Regimes" and click on "Rapid Setup Spreadsheets" tab on the page.

2. Click on "Download Tax Implementation Workbook", which will download the TaxImplWorkBookTemplate.xlsm"

3. Open the Workbook and populate the data in the "Tax Registrations" sheet to upload the Registrations for the Third Party/Third Party Site.

4. For Tax Classification Code populate the data in the "Party Tax Profile Controls" (initially it is hidden, we have to unhide this sheet) sheet to upload the Classification for 

Third Party or Supplier or Customer (sites) wherever is required.

5. Once the data is entered, click on the "Generate csv" button on the "Tax Impl Workbook Instructions" sheet and save the generated zip file.

6. Click on "Upload Tax Implementation Workbook" link under "Rapid Setup Spreadsheets" tab on the "Manage Tax Regimes" page and upload the zip file generated in step(4).

7. Once the file is uploaded a Job gets submitted. Review the status of the Job under "Monitor Upload and Download Processes" tab on "Manage Tax Regimes" page.

8. Once the Job is successful, check the Registrations that have been uploaded from the Supplier page.

Above steps are explained for Supplier case, the same steps can be followed for Customer as well

Reference:

How To Mass Load 'Tax Registration' To Suppliers? (Doc ID 2236634.1)