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2.1.0.7 Global tax for Coupa solution product update

ONESOURCE Indirect Tax for Coupa (OIDTC) solution v2.1.0.7 is an enhancement release for OIDTC 2.1.0.6 to support Chart of Account (COA)/External Company mapping as well as processing Coupa invoices when submitted with incomplete ship from address information.

Functional change

Enhancement of SHIP FROM Address Validation feature for non-US countries
Issue:
 The current OIDTC 2.1.0.6 integration system checks the completeness of the "Ship from" address data in Coupa request payloads for both US and non-U.S. tax jurisdictions. If the state or province information is missing, the system drops the address, preventing the processing of invoices with incomplete addresses for non-U.S. locations. However, the OIDTC tax engine can calculate taxes for such transactions using other available information.
Solution:
 Enhance the OIDTC 2.1.0.6 solution to allow tax calculations on non-U.S. invoices submitted without state, province, or region information. This will enable the OIDTC tax engine to calculate taxes and process all non-U.S. Coupa invoices, regardless of address completeness.
Support for Coupa User Interface for configuration of Coupa Chart of Account (COA) - External Company Mapping
Issue:
 Currently, OIDTC v2.1.0.6 requires that the company Chart of Account name in Coupa matches the External ONESOURCE External Company ID in ONESOURCE for successful tax calculations. When there is a mismatch, the system can't calculate taxes, forcing you to reconfigure existing systems or customize the Coupa integration, which is labor-intensive, time-consuming, and not scalable.
Solution:
 We’ll deploy a Coupa User Interface that allows you to configure the mapping between the Chart of Account and the External Company name. Additionally, we’ll enhance OIDTC v2.1.0.6 to support this configuration. This step is only necessary when there is a discrepancy between the names in Coupa and ONESOURCE.
To access the configuration menu, you need valid ONESOURCE tax engine credentials. You'll need also have authorization to the "Coupa Tax Menu" on the ONESOURCE tax engine and be assigned the "Integrations Configurator" role.
If you are an existing customer, you need to submit a customer support request to assign access to the "Coupa Tax Menu" and "Integrations Configurator" roles to your administrator or designated staff. The updated menu is now available on the OIDTC solution and can be assigned by Coupa Company Administrators in all new implementations.

Configuration for Coupa Chart of Account(COA)/External company mapping

You can create a new map, modify an existing map, and delete a map.
Create a new COA/External company ID map
  1. Log in to ONESOURCE tax engine and go to
    Tools
    , then
    Integration
    , then
    Coupa Tax
    .
  2. Select the
    External Company ID
     mapping tab and then
    Create new
     to open the configuration page.
  3. Complete the mapping by entering the Chart of Account and External Company names on the lines provided and then
    Save
    .
Modify an existing map
  1. On the
    External Company ID mapping
     screen, select the pencil icon to edit.
  2. Update the information and select
    Save
    .
Delete a map
  1. On the
    External Company ID mapping
     screen, select the waste bin icon on any existing configuration.
  2. Select
    Confirm
     to delete the record.

This article applies to:

  • PRODUCT: ONESOURCE Determination, ONESOURCE Indirect Tax

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