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Object documentationIncoming Excise Invoice: India Locate this document in the navigation structure


Use this window to create an excise invoice based on a goods receipt PO, return, or outgoing excise invoice.

Note Note

The system automatically generates an incoming excise invoice when you create the following documents:

  • A/R credit memo that is based on A/R invoices and contains items with CENVAT taxes

  • Cancellation document whose base document has been copied to an outgoing excise invoice

End of the note.

To open the window, choose   Financials   Tax   Incoming Excise Invoice  .

General Area

The first four fields contain information defined in the business partner master data.

Business Partner / From Warehouse

Specify whether the incoming excise invoice is relevant to business partner or warehouse (default is Business Partner).

Contact Person

Name of default contact person; editable field.


Phone number of the contact person, or, if not listed, the customer.

Excise Ref. No.

Specify the excise reference number.


The left field displays the name of the selected numbering series; the right field displays the document number.

Note Note

To set manual numbering for China, Japan, Korea, Singapore, India, and Brazil, you need full authorization to document manual numbering. Select Manual from the left field.

End of the note.

Status of the excise invoice.

Posting Date

Used to determine the time period for the document to be included in reports.

This field is uneditable and its value is the same as the posting date of the base document, for example, a goods receipt PO or an outgoing excise invoice.

Excise Ref. Date

Specify the excise invoice date.

Note Note

To add this document, you have to enter Excise Ref. No.

End of the note.
Excise Removal Time

Specify the removal time of the excise invoice.

Note Note

To add this document, you have to enter Excise Ref. No.

End of the note.

Specify the currency for displaying the amounts in the document.


  • Customer currency = local currency, the drop-down list options are Local Currency or System Currency

  • Customer currency = a foreign currency, the drop-down list includes the option BP Currency

Note Note

The selection does not change the original currency of the document.

End of the note.

Employee who owns the document.


Additional information regarding the document; editable after the addition of the document.

Total Before Discount

Total amount of the document, before calculating the discount.

If the discount is defined in the row for the item or service, the amount displayed here takes that discount into account.

% Discount

The left field displays the percentage of discount; the right field displays the discount amount. These values are editable.


This field appears when the rounding method is defined as by Currency in the document settings.

When the total amount of the document is rounded, this field displays the difference between the original and the rounded amounts.


Tax amount for the document, calculated according to the defined tax definitions.


Total sum of the document, including tax and discounts.

Copy From

Specify a base document.

  • When the Business Partner/From Warehouse field is set to Business Partner:

    • If Business Partner is a customer, the option is Return.

    • If Business Partner is a vendor, the option is Goods Receipt PO.

  • When the field is set to From Warehouse, the option is Outgoing Excise Invoice. From pop-up window List of Outgoing Excise Invoice, select the OEI document created previously.

Contents Tab
Item/Service Type


  • Item to create a sales document for items defined in the Inventory module.

  • Service to create a sales document for a service that has not been defined as an item in SAP Business One, such as a one-time consultation.

The table view on this tab is different for each option.

To include items and services in the same sales document:

  1. Enter the respective services as items in SAP Business One.

  2. Enter the related items and services in one document, along with their respective prices and quantities.

  3. Run the usual sales analysis and reports on these services.

Summary Type

Default value = No Summary

  • Choose By Documents to summarize rows with the same base documents into one row that displays the base document number and reference.

  • An item appearing in the table more than once, and bearing the same price and description, is summarized to one row.

    This option is available only when the documents are of type Item, and when you copy rows from base documents.

Table View for Document Type “Item”

The type of row.

The options are:

  • T for a text row

  • Σ for a subtotal row

  • A for an alternative item row, if the sales document is a sales quotation

For a regular item row, this field is blank.

For more information about text row, subtotal row, and alternative item row, see the online help   Sales - A/R or Purchasing - A/P   Goto Menu - Sales and Purchasing Documents   Text Row / Subtotal Row / Alternative Item Row  .

Item No.

Number of the selected item as defined in the item master data.

Item Description

By default, displays the text defined in the item master data.

To modify the information for the current sales document only:

  1. Make the necessary changes.

  2. Press CTRL+TAB to save the changes.


Displays the quantity in Sales Unit of Measure for the item, as defined in the item master data.

If the sales unit of measure contains more than one unit, the actual quantity of the units for the item is the number displayed in this field multiplied by the Items Per Sales Unit.


Item price.

A blue price indicates a special price defined for this item for this customer.

Tax Code

Specify the tax code.

By default, displays the tax code linked to the item (see   Inventory   Item Master Data   Sales Data   tab).

Total (LC)

Total sum of the row in local currency, calculated according to this formula:

Quantity * Price * Exchange Rate - Discount for the Row (if defined).

WT Liable

Indicates if withholding tax is applicable in this document. You can manually select a value from the drop-down list.

Tax Amount (LC)

Tax amount in local currency.

Item WH

Displays Yes / No, depending on whether the item is defined as an inventory item in the item master data.

Distr. Rule

For certain dimensions, press Tab to open the List of Distribution Rules window, which:

  • Lists all the predefined distribution rules.

  • Lets you create new manual distribution rules.

Note Note

To maintain the field Distr. Rule, you have to first maintain either Item No. under the document type Item or G/L Account under the document type Service.

To define a manual distribution rule, you have to first provide the Total (LC) amount for both document types. The manual distribution rule adopts the code form M+7 digits.

End of the note.

Once a certain distribution rule is chosen, a yellow arrow is added before the code, which enables you to retrieve the distribution rule window for review or modification.

The distribution rule recorded here has an effective date that complies with the posting date of the sales document.

You can change the distribution rule for a specific row in the transaction.

RG23A Part I Number, RG23A Part II Number, RG23C Part I Number, RG23C Part II Number

Specify the RG23A Part I Number, RG23A Part II Number, RG23C Part I Number, and RG23C Part II Number.

Logistic Tab
Ship To

Customer ship-to address, as defined in the business partner master data.

Pay To

Customer bill-to address, as defined in the business partner master data.

Shipping Type

Drop-down list of shipping types.

Accounting Tab
Journal Remark

By default, displays Incoming Excise Invoice – XXX, where XXX is the BP code. If required, change this content.

BP Project

By default, displays the project name linked to the business partner in the business partner master data. If required, specify a different project name.


By default, displays the indicator linked to the business partner (   Business Partners   Business Partner Master Data   General   tab). The indicator is used as selection criteria in various reports. If required, choose a different indicator by clicking .

Order Number

Specify the order number of the chain, when you use the direct distribution method. This number is recorded in the file that you send to the head office of the chain store.

Tax Tab
Tax Information

Click Browse (Browse) to open the Tax Information window, for defining tax details.

Transaction Category

Displays the transaction category.

Form No.

Displays the form number.

Duty Status

Specify whether this invoice is with or without payment of duty.

The system posts the CENVAT taxes at the time of excise invoice creation. There is no posting for Without Payment of Duty.

Even if the removal is without payment of duty, you need to prepare the excise invoice as required.

SSI Exemption

Select to exempt the incoming excise invoice from CENVAT type taxes. By default, the checkbox is selected.

Note Note

This checkbox appears only for incoming excise invoices with the location marked as SSI Exemption. Once the document is added, you cannot change the checkbox status.

End of the note.