Professional Localization India
Welcome to the professional edition wiki page of the professional localization for India.
The professional edition of the Indian professional localization contains the following listed modules and packs:
| Project Name | Module Name | Functionality | User Manual |
| India Localization Community Edition | India Localization - Community Pack | This pack is the community edition of the Indian localization | India Community Localization India |
| India Localization Masters | India Localization Masters | For Indian Taxation purposes, some additional details need to be captured at Organization, Product and Business Partner level. This module helps the user in capturing these details. | Master Data India |
| India Alerts | India Alerts | This module allows to set up Alerts for scheduled Statutory events. | Alerts India |
| India Service Tax | Service Tax | This module provides the standard Service Tax Code List as per Indian Taxation standards. It also allows the user to calculate service tax and generate Service Tax report. | Service Tax India |
| India Excise | India Excise | This module allows the user to calculate Excise Tax based on the Business Partner location. | Excise India |
| India TDS | TDS (Tax Deduction at Source) | This module provides the complete functionality to calculate TDS for different payment transactions. This module also includes: payment to the tax authorities facility and fulfillment of the tax returns. | TDS India |
| India VAT | VAT (Value Added Tax) | This module allows the user to set up and calculate VAT for purchase and sales transactions. | VAT India |
| India Localization Assets | Assets | This module provides Fixed Assets Register and Fixed Assets Register Report. This is to accommodate the 'Write Down Value' type of depreciation. | Assets India |
| India Professional Template | India Localization - Template for Professional Changes | Changes for Assets module are added here, trying to keep minimal changes. | Template India |
| Karnataka VAT ESugam | Karnataka VAT ESugam | In Karnataka, whenever a goods movement occurs, an ESugam notification needs to be generated and uploaded on Upload ESugam. This module provides the functionality to create ESugam for goods movements. | Karnataka VAT India |
Contents |
Introduction
This document provides an installation guide for the India Professional Localization Pack, that includes the Community version of the India Localization Pack.
This document also provides the details of all the modules contained inside the pack.
This pack contains a rich set of functionality related to Indian finances. Indian companies that need to use Openbravo for Taxation purposes will also benefit from its functionality.
Once the professional pack is installed all the features listed here are installed, including the community version of India Localization in case it was not installed before.
Please review the Community Localization India wiki page to better understand the content of the community version of India Localization as well as how to get it properly installed, mainly in relation to the "community" datasets to apply.
Pack Installation
The steps required to install the Professional version/pack of the India Localization are described below:
1. Enter the system with System Administrator Login.
2. Once under the System Admin login, go to General Setup -> Application -> Module Management as shown below.
3. Now we need to search for the professional pack. So click on 'Add modules' and write India Localization, and click on search.
Remember to properly configure the maturity status in the "Settings" tab, field "When searching for new modules, accept versions of the following status or higher", which should either be "QA Approved" or "Confirmed Stable".
4. Once the pack is found, click on "Install Now". This will display a window with the details of the module. Click on continue.
Next, after accepting all license agreements, the system will inform about the modules that are going to be installed. Press OK.
5. Finally, it is required to rebuild the system in order to reflect the changes properly. Click on "rebuild now".
(Please note that above window shows the professional pack installation in an Openbravo environment which did have the community pack of the Indian Localization already installed).
The recompilation process will take time between 5 and 250 minutes, depending on the capabilities of your server.
When the process is completed a window confirms that the installation is completed successfully. Click on "Continue".
Pack Updates
Over the time different versions of the pack will be released to incorporate bug fixes, new features or new reference data.
The new versions of the pack will then be released on the Central Repository.
Following steps describe how to apply the pack update of the Professional Localization Pack.
1. Login into the system under System Administrator login.
2. Go to General Setup -> Application -> Module Management.
3. Click on Scan For Updates to check if new versions are available.
Remember to properly configure the maturity status in the "Settings" tab, field "When doing scan for updates, accept versions of the following status or higher", which should either be "QA Approved"
or "Confirmed Stable".
4. System scans for the updates and shows the message <No of updates> available.
5. To apply the updates we have to click on "Install Updates Now". Updates of individual modules can also be applied by clicking on "Install Now" in the Description section of the module under Update.
This will take some time. It tells us that we must accept the terms and conditions to proceed.
6. When this process is complete, the system indicates that the updates have been applied. We need to recompile the system to apply the changes.
7. Rebuild the system by clicking on "Rebuild Now". This process will take some time.
8. Restart the servlet container. Click on "Continue".
Professional & Community Localization Modules
Once the pack is installed all the professional modules included are also installed.
This pack includes below listed reference data:
- India Alerts, that populates the window "Business Events". Depending on the type of business, an organization is required to perform some business or financial operations regularly.
- India Excise, that populates the window "Excise Category". It provides commonly used Excise Categories and their corresponding Subheading.
- India Service Tax, that populates the window "ST Code List". It provides the Service Tax Codes used in Indian Tax Calculations.
- India TDS, that populates the window "Nature of Payment". It provides the Nature of Payments, Code and the Sections.
- India Karnataka VAT ESugam, that populates the window "VAT Commodity Code". List of Commodity Codes used for KAVAT are provided.
Besides, when you install the Professional pack, the latest version of the Community Localization pack is also installed, therefore all the community localization modules included in the Community pack are also installed.
If you have already installed the Community Localization India pack, check which version of the community pack you have.
If the version that is included in the 'Professional' pack is higher than the 'Community' pack you have installed, then get it updated and also update the reference data of the community pack if required, as explained
here.
Reference Data
Once all the modules are installed, it is required to apply the required reference data.
Since none of the "Professional Pack Datasets" depend on the "Chart of Accounts" (or the Openbravo Account Tree contained in the Community Version of the Localization), there is no need to previously execute the "Financial Entity Converter" tool as described here for any of these datasets.
Overall, these datasets can be applied to
- new Clients/Organizations in the "Initial Client Setup" or "Initial Organization Setup" process
- and existing Organizations in the "Enterprise Module Management" window.
India TDS
The way to apply datasets during creation of
New Client
1. Login as the System Administrator.
2. Go to General Setup -> Client -> Initial Client Setup or just type "Initial Client Setup" in the "Quick Launch" window.
3. While creating the new Client, select "India TDS" from the reference data section as shown below.
4. This dataset is now applied at the client level and will be available across all the organizations under that client.
New Organization
1. Login as the Administrator role of your client.
2. Go to General Setup-> Enterprise Model -> Initial Organization Setup or just type "Initial Organization Setup" in the "Quick Launch".
3. While creating the new Organization, select "India TDS" from the Reference Data section.
4. The reference data is applied to this specific organization and all the organizations underneath.
Existing Organizations
1. Login as the Administrator role of your client.
2. Go to General Setup -> Enterprise Model -> Enterprise Module Management or just type "Enterprise Module Management" in the "Quick Launch" window.
3. Select "India TDS" reference data by having into account the Organization which should be applied to and click OK.
In the case of selecting (*) organization, this dataset would be available to all the organizations within the Client, otherwise it would be just applied to a given Organization.
If the data set is already applied through an earlier version of the pack, the update of the "India TDS" reference data can also be performed through the Enterprise Module Management window.
India Karnataka VAT
The way to apply datasets during creation of
New Client
1. Login as the System Administrator.
2. Go to General Setup -> Client -> Initial Client Setup or just type "Initial Client Setup" in the "Quick Launch" window.
3. While creating the Client, select "Karnataka VAT ESugam" from the reference data section as shown below.
4. This dataset is now applied at the client level and will be available across all the organizations under that client.
New Organization
1. Login as the Administrator role of your client.
2. Go to General Setup-> Enterprise Model -> Initial Organization Setup or just type "Initial Organization Setup" in the "Quick Launch".
3. While creating the Organization, select "Karnataka VAT ESugam" from the Reference Data section.
4. The reference data is applied to this specific organization and all the organizations underneath.
Existing Organizations
1. Login as the Administrator role of your client.
2. Go to General Setup -> Enterprise Model -> Enterprise Module Management or just type "Enterprise Module Management" in the "Quick Launch" window.
3. Select "Karnataka VAT ESugam" from the Reference Data section.
4. Select "Karnataka VAT ESugam" from the reference data by having into account the Organization which should be applied to and click OK.
In the case of selecting (*) organization, this dataset would be available to all the organizations within the Client, otherwise it would be just applied to a given Organization.
If the data is already applied through an earlier version of the pack, the update of the Karnataka VAT configuration reference data can also be performed through the Enterprise Module Management window.
India Excise
The way to apply datasets during creation of
New Client
1. Login as the System Administrator.
2. Go to General Setup -> Client -> Initial Client Setup or just type "Initial Client Setup" in the "Quick Launch" window.
3. While creating the Client, select "India Excise" from the reference data section as shown below.
4. This dataset is now applied at the client level and will be available across all the organizations under that client.
New Organization
1. Login as the Administrator role of your client.
2. Go to General Setup-> Enterprise Model -> Initial Organization Setup or just type "Initial Organization Setup" in the "Quick Launch".
3. While creating the Organization, select "India Excise" from the Reference Data section.
4. The reference data is applied to this specific organization and all the organizations underneath.
Existing Organizations
1. Login as the Administrator role of your client.
2. Go to General Setup -> Enterprise Model -> Enterprise Module Management or just type "Enterprise Module Management" in the "Quick Launch" window.
3. Select India Excise from the Reference Data section.
4. Select the "India Excise" from the reference data by having into account the Organization which should be applied to and click OK.
In the case of selecting (*) organization, this dataset would be available to all the organizations within the Client, otherwise it would be just applied to a given Organization.
If the data is already applied through an earlier version of the pack, the update of the Excise reference data can also be performed through the Enterprise Module Management window.
India Alerts
The way to apply datasets during creation of
New Client
1. Login as the System Administrator.
2. Go to General Setup -> Client -> Initial Client Setup or just type "Initial Client Setup" in the "Quick Launch" window.
3. While creating the Client, select "India Alerts" from the reference data section as shown below.
4. This dataset is now applied at the client level and will be available across all the organizations under that client.
New Organization
1. Login as the Administrator of your client.
2. Go to General Setup-> Enterprise Model -> Initial Organization Setup or just type "Initial Organization Setup" in the "Quick Launch".
3. While creating the Organization, select "India Alerts" from the Reference Data section.
4. The reference data is applied to this specific organization and all the organizations underneath.
Existing Organizations
1. Login as the Administrator of your client.
2. Go to General Setup -> Enterprise Model -> Enterprise Module Management or just type "Enterprise Module Management" in "Quick Launch" window.
3. Select India Alerts from the reference data section.
4. Select "India Alerts" from the reference data by having into account the Organization which should be applied to and click OK.
In the case of selecting (*) organization, this dataset would be available to all the organizations within the Client, otherwise it would be just applied to a given Organization.
If the data is already applied through an earlier version of the pack, the update of the India Alerts reference data can also be performed through the Enterprise Module Management window.
India Service Tax
The way to apply datasets during creation of
New Client
1. Login as the System Administrator.
2. Go to General Setup -> Client -> Initial Client Setup or just type "Initial Client Setup" in the "Quick Launch" window.
3. While creating the Client, select "India Service Tax" from the reference data section as shown below.
4. This dataset is now applied at the client level and will be available across all the organizations under that client.
New Organization
1. Login as the Administrator role of your client.
2. Go to General Setup-> Enterprise Model -> Initial Organization Setup or just type "Initial Organization Setup" in the "Quick Launch".
3. Select "India Service Tax" from the Reference Data section.
4. The reference data is applied to this specific organization and all the organizations underneath.
Existing Organizations
1. Login as the Administrator role of your client.
2. Go to General Setup -> Enterprise Model -> Enterprise Module Management or just type "Enterprise Module Management" in the "Quick Launch" window.
3. Select "India Service Tax" from the Reference Data section.
4. Select the "India Service Tax" from the reference data by having into account the Organization which should be applied to and click OK.
In the case of selecting (*) organization, this dataset would be available to all the organizations within the Client, otherwise it would be just applied to a given Organization.
If the data is already applied through an earlier version of the pack, the update of the Service Tax reference data can also be performed through the Enterprise Module Management window.
Roadmap
The Indian Localization Roadmap has the functionality planned and scheduled release dates.
Please put in your suggestions either on the Localization India Forum or in the discussions around the roadmap page.
Available Versions
Professional Localization India available versions can be reviewed in the India Release Notes wiki page.
Additional Information
Defects, design defects or new feature suggestions need to be reported through the Openbravo Bug Tracking system, "Openbravo Localizations" project, "Localization India" category.
Questions, comments or whatever other kind of input can be submitted through the Forum Localization India.
Additional Information on Indian Finances can be found here : Financial Configuration India