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


Use this window to create an excise invoice based on a delivery, goods return, or inventory transfer.

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

Note Note

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

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

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

End of the note.

Note Note

SAP Business One provides a query that will show Inventory Transfer relevant OEIs that haven’t been copied to any IEI.

  System Menu   Tools   Queries   System Queries   Open OEIs from Inventory Transfer Document  

End of the note.
General Area

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

Business Partner / To Warehouse

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

Contact Person

Name of the default contact person; editable field.

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.


Status of the current 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 delivery.

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.

Choose 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 document information; 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 item or service row, the amount displayed in this field takes that discount into account.

% Discount

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


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

Displays the difference between the original amount and the rounded amount obtained after the total document amount is rounded, using the rounding method determined by the currency.


The tax amount for the document, calculated according to the set tax definitions.


Total sum of the document, including tax and discounts.

Copy From

Specify a base document.

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

    • If Business Partner is a customer, the option is Delivery

    • If Business Partner is a vendor, the option is Goods Returns

  • When the field is set to To Warehouse, the option is Inventory Transfers. From pop-up window List of Inventory Transfers, select the Inventory Transfer document you want to create OEI based on.

Note Note

You cannot cancel an inventory transfer document if it has been copied to an outgoing excise invoice.

Once the Inventory Transfer document is copied in OEI, further operation is same as the existing functionality with following exceptions:

  • User can change price copied from Inventory Transfer document

  • User can choose relevant Excise Tax code in OEI

End of the note.
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”
Item No.

Displays the number of the selected item, as defined in the item master data.

Item Description

By default, displays the text from the item master data.

  1. Modify as needed for the current sales document.

  2. Press CTRL+TAB to save the change.

Changes do not affect the item master data.


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 Items Per Sales Unit.


Item price.

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

Tax Code

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

Total (LC)

Displays the 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, RG23C Part I Number

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

Logistic Tab
Ship To

Displays the customer's ship-to address, as defined in the business partner master data.

Pay To

Displays the customer's bill-to address, as defined in the business partner master data.

Shipping Type

Specify the required shipping type.

Accounting Tab
Journal Remark

By default, displays Outgoing 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.


Segregates removals for export from other removals.

Duty Status

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

The system posts the CENVAT taxes at the time of the 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 an excise invoice as required.

To issue OEI without payment of duty, check Tax tab, then select Duty Status as Without Payment of Duty

If the OEI for a particular Stock Transfer is defined as without payment of duty the corresponding IEI will be treated as without payment of duty and will copy data from OEI.

SSI Exemption

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

Note Note

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

End of the note.
Automatically Create IEI

Automatically creates an incoming excise invoice when you create an outgoing excise invoice.

IEI Ref. No.

Specify a reference number for creating an incoming excise invoice.

This is a mandatory field that appears when Automatically Create IEI is selected.

IEI Ref. Date

Specify the reference date for creating an incoming excise invoice.

This field appears when Automatically Create IEI is selected.