Navigation

Landing page

When you select the Global Insights app under
Instances and subscriptions
on the assigned BTP sub-account or access through the url provided, the landing page displays an overview of sales orders retrieved from the back-end SAP S/4HANA system integrated with the ONESOURCE Indirect Tax determination tool.
  • Sales Order Filter:
    Use this filter to narrow down the list of sales orders based on criteria such as date, status, and customer.
  • Party Involvement Filter:
    Filter sales orders by the number of parties involved in the process, whether it's a 3-party or 4-party flow.
Detailed Views
Once you select a sales order, the application provides several detailed views to help you manage and analyze the associated documents and tax details.
  1. Sales Order Details:
    • Header Information:
      Displays key information about the selected sales order, such as order number, customer name, and order date.
    • Document List:
      Shows a list of all FI documents related to the selected sales order.
  2. FI Document Details:
    • Document Overview:
      Provides a summary of the FI document, including document type, gross amount, tax amount, and tax determination date etc;
    • Line Items:
      Lists all line items within the document, along with their respective details.
  3. Tax Detail Drill-Down:
    • Summary View:
      Displays a summary of tax details for the selected document, including count on Severity2 messages (Header and Line) and count of TransEditor applied.
    • Line Item Drill-Down:
      Clicking on a line item navigates to a detailed view showing:
      • Authority Name
      • Tax Amount
      • Tax Rate
      • Rule Order
      • ERP Tax Code
      • Tax Type
      • Tax Direction
      • Tax Rate Code
      • Jurisdiction Text
      • Registration Used
      • Buyer Registration
      • TransEditor Action Applied Messages
      • Jurisdiction Determination Messages

Customization Options

The application offers various customization options to tailor the user interface to your needs.