Professional Localization India - with GST
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 | Dependent Module Name | Functionality | User Manual |
| India Localization - Professional Pack | India GST Return | India GST Integration | Integration Module that interfaces with the GSTN network. At present returns through offline utility tool is available | IndiaLocalization-GST |
| Master data related to GST | India GST Master | India GST Sales Trx | India GST sales transaction | |
| India Localization Masters | The Masters module provides basic data and functionality required for various India Localization features | Master Data India | ||
| India Localization Community Edition | This pack provides basic Indian features such as: Chart of Accounts, Taxes configuration, Financial Utilities and Financial Reports configuration | India Community Localization India | ||
| India Localization - Utils | This module provides "FinancialEntityConverter" tool which helps to properly apply datasets .Moreover this module helps in Period Generation as per the Indian Financial Calendar. | |||
| India Localization - Taxes | This module sets up the most commonly used Indian Tax rates. | |||
| India Loocalization - Generic COA | This module provides a chart of accounts as per revised schedule VI | |||
| Indian States | This module contains 30 states and 7 union territories of India | |||
| India Localization - Financial reports | This module allows the user to create Balance Sheet, P&L A/C etc as per revised schedule VI | |||
| India GST Tax Rate | This module contains the most commonly used Indian Tax rates for GST. | |||
| India GST Template | It contains list of changes done to core modules for India GST pack. | |||
| India Professional Template | It contains list of changes done to core modules for India localization pack. | Template India | ||
| India TDS | This module relates to Tax Deduction at Source (TDS) in different payment transactions , payment of TDS to the authorities and filing of the returns. | TDS India | ||
| India Excise | This module allows the user to calculate Excise Tax based on the Business Partner location. | Excise India | ||
| India VAT | This module allows the user to set up and calculate VAT for purchase and sales transactions. | VAT India | ||
| India Alerts | This module provides the additional functionality of setting up alerts about business events which is to be executed as per Indian Taxation rules. | Alerts India | ||
| Initial Data Load Extension for Java | This module allows to create java only Initial Data Load processes | |||
| India Localization - Gst Retail Pack | India Localization - Webpos | It contains the changes made to make Web POS receipt GST compliant | ||
| India Localization 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 |
Contents |
Content
Introduction
This document provides an installation guide for the India Professional Localization Pack. This includes Community version of India Localization Pack.This document also provides the details of all the modules contained inside the pack.
Once the professional pack is installed, all the features listed here are installed, including the community version of India Localization in case if it was not installed before.
Please review the Community Localization India wiki page to have a better understanding of 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.
Openbravo is GST (Goods and Service Tax) Compatible.
Objective
We are aiming at
- To provide basic GST functionality that would enable business transactions on Openbravo system to be executed in GST compatible manner.
- Provide a few standard GST related data (tax structure, state code, template chart of accounts etc) that would be required by most of the customers.
- Provide the basic integration with the GSTN network focusing on -
- Monthly returns and annual returns through offline utility.
- Area of business which are currently being used by existing customers (focus more on local b2b/b2c sales)
- Openbravo retail - ensure that changes required for retail specially on WebPOS
Products which are outside the purview of GST
There are three products which are kept out of scope of GST. These products are
- Alcohol for human consumption
- Petroleum Products
- Electricity
Old taxes (example - VAT, Exice) are applicable on these products. Therefore, old taxes are still kept in India Localization.
Pack Installation
The steps required to install the Professional version/pack of the India Localization are described below:
1. Enter into the system with system administrator log in
2. Once under the System Admin login, go to General Setup --> Application --> Module Management as shown below.
3. In Module Management window, we need to search professional pack. Therefore click on 'Add modules' and write India Localization, and then click on search.
Remember to properly configure the maturity status in the "Settings" tab. While searching for new modules, accept versions of the following status or higher, version should either be "QA Approved" or "Confirmed Stable".
4. Once the pack is selected, click on "Install Now". This will display a window with the details of the module. Click on continue.
Next step, after accepting all license agreements, the system will inform about the modules that are going to get 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 may 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 to 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. While scanning 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 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 get 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. Simultaneously, also update the reference data of the community pack if required, as explained here.
Reference Data
Once all the modules are installed, it is necessary 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
A. 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.
B. 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 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.
C. 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 an organization where this TDS dataset will be applicable and select "India TDS" reference data and click "OK".
If you are selecting (*) organization, this dataset will be available to all the organizations within the Client. Else it would be just be 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 VAT
The procedure of applying this dataset is described below.
A. New Client
1. Login as the System Administrator.
2. Go to General Setup --> Client --> Initial Client Setup or type "Initial Client Setup" in the "Quick Launch" window.
3. While creating Client, select "India VAT" from the reference data section as shown below.
4. This dataset is now applied at the client level. It will be available across all the organizations under this client.
B. New Organization
1. Login as the Administrator role of your client.
2. Go to General Setup --> Enterprise Model --> Initial Organization Setup or type "Initial Organization Setup" in the "Quick Launch".
3. While creating the Organization, select "India VAT" from the Reference Data section.
4. The reference data is applied to this specific organization and all the organizations underneath.
C. Existing Organizations
1. Login as the Administrator role of your client.
2. Go to General Setup --> Enterprise Model --> Enterprise Module Management or type "Enterprise Module Management" in the "Quick Launch" window.
3. Select "India VAT" from the Reference Data section.
4. Select an organization where this VAT dataset will be applicable and select "India VAT" reference data and click "OK".
If you are selecting (*) organization, this dataset will be available to all the organizations within the Client. Else it would be just be applied to a given Organization.
If the data set is already applied through an earlier version of the pack, the update of the "India VAT" reference data can also be performed through the Enterprise Module Management window.
India Excise
The procedure of applying this dataset is described below.
A. New Client
1. Login as the System Administrator.
2. Go to General Setup --> Client --> Initial Client Setup or 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. It will be available across all the organizations under that client.
B. New Organization
1. Login as the Administrator role of your client.
2. Go to General Setup --> Enterprise Model --> Initial Organization Setup or 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. It will be available to all the organizations below this organization.
C. Existing Organizations
1. Login as the Administrator role of your client.
2. Go to General Setup --> Enterprise Model --> Enterprise Module Management or type "Enterprise Module Management" in the "Quick Launch" window.
3. Select India Excise from the Reference Data section.
4. Select an organization where this Excise dataset will be applicable and select "India VAT" reference data and click "OK".
If you are selecting (*) organization, this dataset will be available to all the organizations within the Client. Else it would be just be applied to a given Organization.
If the data set is already applied through an earlier version of the pack, the update of the "India Excise" reference data can also be performed through the Enterprise Module Management window
If this 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 procedure of applying data set is described here.
A. New Client
1. Login as the System Administrator.
2. Go to General Setup --> Client --> Initial Client Setup or 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. It will be available across all the organizations under this client.
B. New Organization
1. Login as the Administrator of your client.
2. Go to General Setup --> Enterprise Model --> Initial Organization Setup or 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 below it.
C. 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 an organization where this Alert dataset will be applicable and select "India Alert" reference data and click "OK".
If you are selecting (*) organization, this dataset will be available to all the organizations within the Client. Else it would be just be applied to a given Organization.
If the data set 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
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 GST
The procedure of applying data set is described here.
A. New Client
1. Login as the System Administrator.
2. Go to General Setup --> Client --> Initial Client Setup or type "Initial Client Setup" in the "Quick Launch" window.
3. While creating the Client, select "India GST Tax Rates" from the reference data section as shown below.
4. This dataset is now applied at the client level. It will be available across all the organizations under this client.
B. New Organization
1. Login as the Administrator of your client.
2. Go to General Setup --> Enterprise Model --> Initial Organization Setup or type "Initial Organization Setup" in the "Quick Launch".
3. While creating the Organization, select "India GST Tax Rates" from the Reference Data section.
4.The reference data is applied to this specific organization and all the organizations below it.
C. Existing Organizations
1. Login as the Administrator of your client.
2. Go to General Setup --> Enterprise Model --> Enterprise Module Management or type "Enterprise Module Management" in "Quick Launch" window.
3. Select " India GST Tax Rates" from the reference data section.
4. Select an organization where this Tax dataset will be applicable and select "India GST Tax Rates" reference data and click "OK".
If you are selecting (*) organization, this dataset will be available to all the organizations within the Client. Else it would just be applied to a given Organization.
If the data set is already applied through an earlier version of the pack, the update of the "India GST Tax Rates" reference data can also be performed through the Enterprise Module Management window.
Road map
The Indian Localization Roadmap has the functionality planned and scheduled release dates.
Please provide 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