Need to change open Item Management and the Tax Category for some G/L account.

[SAPSupport]

We are facing issues with Open Item Management and the Tax Category for some G/L account.

For the given G/L accounts in the attachments, Open Item Management is set to False and needs to be changed to True and also for some G/L accounts, the Tax Category needs to be changed.

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[SAPSupport · Accepted solution]

1. Open Item Management is set to False and needs to be changed to True.
-->First, it depends on which kind of open item management you use. Different methods are possible for open item management, open item management by ledger group, and extended open item management. For example, for open item management, when you try to save a change to the Open Item Management indicator in the Manage G/L Account Master Data app, the development system communicates with the production system to check if it’s possible to make such a change. The production system checks and makes sure that the affected account has a zero balance and no postings. If the systems determine that the change is allowed, it is included in the next transport from the development system to the production system. If the systems determine the change isn’t allowed, you must schedule a job in the Schedule Accounting Data Changes app using the Activate Open Item Management for G/L Accounts job template. For more information about all three kinds of open item management, see Open Item Management for G/L Accounts.

2. The Tax Category needs to be changed for some g/l account.
--> When you try to save a change to the tax category for a G/L account in the Manage G/L Account Master Data app, the development system checks that the account has a zero balance in that system and the production system. If there are postings in a system, the change is not possible. In this case, create a new G/L account with the correct tax category for future postings or follow these steps:

1. Create a dummy G/L account in the development system and transport the change to the test and the production system.

2. Move the balance to this new account temporarily in all the systems of your system landscape.

3. Change the tax category in the original G/L account in the development system and transport the change to the test and the production system.

4. Return the balance to the original G/L account in all systems of your system landscape.

5. Select the G/L Account Not Used indicator for the dummy account in the development system and transport the change to the test and the production system.

Kindly go through the below SAP help portal for your reference:-
G/L Account Master Data: FAQ | SAP Help Portal