Issue Triggering TAX condition type from pricing procedure in Sales Rebate Settlement

[carolina_elgueta65]

What must we do or configure so that SAP correctly calculates the tax in the part settlement or final settlement documents in sales Rebates, if we have the plant and incoterm values within the access sequence in the sales and invoice flows. We can have in a contract, sales flows with the same client, but with different plants that have different taxes depending on the combination of plant/incoterm

[GauthierVictor]

Hi carolina.elgueta,

For tax determination in SAP Settlement Management, you have different options:
1. Taxes can be captured from source document to Settlement document (partial, final, delta settlement) via split criteria

2. Taxes can be determined at the time of Settlement document creation based on the data within this Settlement document (mix configuration of pricing, split criteria, settlement config)

3. Taxes can be defaulted as it will always be the same tax code or determination (transfer manager, settlement config, pricing)
4. Taxes can be determined via enhancement/BadI (if really necessary)

You can review the Configuration guide, you can also contact me if you need more explanations.

Gauthier V.

[ygongalov15]

To calculate taxes the same way you are doing it in the source business volume document (which in this case I am guessing is billing documents), you need to first bring over the fields you mentioned (plant, incoterms) from the source document to the settlement document. As Victor mentioned, this is done using split criteria for settlement in the profile for business volume determination. Furthermore, once the fields are populated in the settlement document, they need to be pushed to the pricing communication structures of the settlement document. This, as Victor mentioned again, is done using Transfer manager. Afterwards, once these fields are available and visible to the access sequence in pricing, the configuration of the pricing procedure of the settlement document should be straightforward and identical to the tax configuration you have in the billing documents.

[Lakshmipathi]

If you derive your net value correctly with the appropriate condition types and step numbers in the pricing procedure configuration, I don't think, there will be a challenge in arriving tax value, since it is a simple multiplication of percent from the net value. May be you need to give an example, in what scenario, it is not working with a screen shot for better understanding.