Settlement Document: Tax Code and Tax determination in the manual settlement document

[Pankaj_M]

Hello Experts,

We are using Vertex for tax determination. While creating the manual settlement document (0S32), the tax code and tax amount are not populating at the item level. The user needs to check the tax at the line item (in the condition tab) and then enter it manually. Otherwise, the system does not allow saving the document due to the gross and net amount mismatch. In the case of automatic settlement, the taxes are determined automatically.

Is there any way to determine the tax code and tax amount automatically or at the time of saving the manual settlement document?

Please suggest. 

Thanks and Regards,

Pankaj

[raymond_giuseppi]

Could you addd a SAP managed tag such as SAP S/4HANA Cloud Public Edition or SAP S/4HANA Cloud if relevant?

Are you asking for some hybrid behavior, automatic or manual settlement?

[gvictor]

Hi @Pankaj_M, 

To enable automatic tax code determination from pricing in manual settlement documents (0S32), you need to:

1. Copy the standard Settlement Process Type and modify the configuration to change the relevant entry from "Manual Entry" to "3 - From Price Determination". This ensures that the system automatically picks up the tax code and amount from pricing.

2. Alternative Approach – Transfer Manager

   • You can use Transfer Manager to default the tax code during settlement document creation.
   • If additional logic is required, you may need to implement custom logic to determine the tax code dynamically.

Since you are using Vertex for tax determination, ensure that it is properly integrated with SAP Settlement Management and can retrieve all relevant data for tax determination. Typically, Vertex uses fields like:

• Ship-to Party
• Sold-to Party

However, these fields do not exist in a Settlement Document by default. You may need to explore custom solutions to ensure that the required tax-relevant data is available to Vertex at the time of settlement.

Let me know if you need further clarification!

Best regards,
Gauthier

[Pankaj_M]

Thank you, Gauthier. As you mentioned, the tax code is determined through configuration or the transfer manager. However, the tax amount on the initial screen is not populating, which we need to add manually. Is there any way to have the tax amount populate on the initial screen of manual document creation instead of checking each individual item manually in the condition data tab?