SAP Knowledge Base Article - Public

2787234 - Down payment requests with Tax Jurisdiction Codes in US and CA

Symptom

This guideline addresses posting of SD down payment requests with Tax Jurisdiction Code used in United States (US) and Canada.

From SD side it has to be avoided that incorrect postings are created when a SD down payment request is released to accounting. FI does not allow to post down payment requests with Tax Jurisdiction Code.

Environment

SAP S/4HANA Cloud

Cause

When a SD down payment request (billing document) is released to accounting, in FI a down payment request is only a noted item on the customer account. This document can therefore not be posted with Tax Jurisdiction Code. For this reason the SD down payment request cannot be posted automatically in FI.

Resolution

If it is a SD down payment request or a SD down payment clearing item, no tax line is allowed meaning no Tax Jurisdiction Code is transferred.

In sales documents, tax calculation is performed within the pricing procedure.
Therefore the solution based on use of a pricing requirement in the pricing procedure namely for condition UTXJ/ CTXJ.
This requirement ensures that depending on the billing rule '4' or '5' for down payment transactions no tax line is created.
For example in pricing procedure Y17101 requirement ‘084’  is already maintained.

Scenario 1: You used a pricing procedure pre-delivered as template for your US/ CA tax calculation, please check your own pricing procedures used for tax jurisdiction code, if a pricing requirement is maintained for tax trigger condition UTXJ/ CTXJ.

Scenario 2: There isn´t a requirement assigned in pricing procedure (used for tax jurisdiction code), requirement ‘084’ should be maintained to SD tax trigger condition type UTXJ / CTXJ.

Scenario 3: There is requirement ‘010’ assigned in pricing procedure (used for tax jurisdiction code), new requirement ‘087’ is available and should be maintained to SD tax trigger condition type UTXJ / CTXJ.

Herefore use the Manage your Solution app. There please filter for Application Area Sales and Sub Application Area Price Management and click on entry Configure pricing for customers and materials in sales.

After that click on entry Set Pricing Procedure Determination.

Keywords

Down payment request, FAZ, UTXJ, CTXJ, Tax, YZWR, CA, US , KBA , SD-BF-TX , Taxes , SD-BIL-IV-DP , Down Payments , Problem

Product

SAP S/4HANA Cloud all versions