SAP Knowledge Base Article - Public

2998135 - Tax country, tax code and tax rates are different in sales quote and in the corresponding proforma invoice

Symptom

Tax details such as Tax country, Tax code and Tax rates are different in the Pro forma Invoice which is created from a sales quote than tax details determined in the corresponding Sales Quote.

Environment

SAP Business bydesign

Reproducing the Issue

  1. Go to New Business work center
  2. Go to Sales Quotes view
  3. Search for quote XXX(XXX is the ID of the Sales Quote)
  4. Click on Pro forma invoice
  5. In the preview , you can see that the tax rate is 10%
  6. If you check the Sales Quotes, you can see that the tax rate is 0 % 

Note: The Pro forma invoice could have a different Tax Country or a different Tax Code. In our example we are considering the tax rate.

Cause

When you click on Proforma Invoice on Sales quote ,first sales order is created out of sales quote in background for tax calculation purposes and the determined tax in sales order will be passed to the pro forma invoice. For Sales Order, the ship from is automatically determined when the item is added and thus this is provided to the tax engine to calculate taxes and same tax will be passed to proforma invoice.

In the case of the Sales Quote, the tax rate is calculated slightly differently.For the Sales Quote, as ship from is not being determined, the Seller is used to determine the tax country.Due to which the tax details could differ in the Sales Quote and Pro forma invoice.

Resolution

 This is system standard behavior

See Also

   1822749 - You are not Able to Generate the Proforma Invoice From a Sales Quotes

Keywords

Proforma invoice, Different tax, sales quote , KBA , proforma invoice , sales quote , tax , AP-TTE-TC , Tax Calculation , Problem

Product

SAP Business ByDesign all versions