SAP Knowledge Base Article - Public

3003112 - Tax Exemption Certificate Not Valid

Symptom

You are not able to release a Customer Invoice due the error: Tax Exemption Certificate Not Valid.

Environment

SAP Business ByDesign

Reproducing the Issue

  1. Go to the Customer Invoicing work center.
  2. Select the Invoice Documents view.
  3. Search for the ID ABC (ABC represents the ID of the Customer Invoice).
  4. Click Edit
  5. Two errors are displayed: 

Error during calculation of price and tax
Tax exemption certificate not valid

Cause

The reason the system is running into errors, is due to the following:

The tax date found in the invoice is an earlier date as the start date of the tax exemption certificate e.g. The tax date found in the invoice is the 24th, whereas, the start date of the tax exemption certificate maintained under the account is for the 25th.

The tax date was set for this date, as this information was taken from the Outbound Delivery Invoice Request.
The invoice date from the Outbound Delivery Invoice Request is considered as pricing and tax date for the header and items of the invoice document.

Resolution

This is the system expected behavior.

Options to correct the scenario:

  1. Go to the accounts master data and change the validity of the Tax Exemption Certificate.
  2. Once you have performed this, do the following:
  3. Go to the Customer Invoicing work center.
  4. Select the Invoice Documents view.
  5. Search for the ID ABC.
  6. Click Edit.
  7. Navigate to Pricing.
  8. Click Update Pricing.
  9. Select the option Completely.
  10. Click Save.

If this does not work, please cancel the Outbound Delivery and create a new one for the source sales order, which will then pass the correct tax date.

Keywords

Customer Invoice, Tax Date, Outbound Delivery, Tax Exemption Certificate, Not Valid , KBA , AP-TTE-TC , Tax Calculation , How To

Product

SAP Business ByDesign 2011