SAP Knowledge Base Article - Public

1815527 - Tax Re-calculation in Case of Copied Sales Document (e.g. Sales Quote, Sales Order etc.)

Symptom

How do the tax re-calculation happen in case of copied sales document (e. g. Sales Quote, Sales Order etc.)

Reproducing the Issue

There are two scenarios involved in this process:

Scenario 1: You have copied an existing sales quote and changed the customer account in the newly created quote:

  1. Go to the New Business work center.
  2. Go to the Sales Quote view.
  3. Select the Show All Quotes.
  4. Search for the Sales Quote XYZ (XYZ represents the ID of the quote).
  5. Select the sales quote XYZ
  6. Click the Copy button.
  7. In the copied quote screen, change the Account manually.
  8. Select the View All button.
  9. Navigate to the Items tab.
  10. Go to the Taxes subtab.
  11. System automatically calculates the tax code considering the new added account.

 Scenario 2: You have changed the tax code in the initial Sales Quote document then changed the customer account in the copied sales quote:

  1. Go to the New Business work center.
  2. Go to the Sales Quote view.
  3. Select the Show All Quotes.
  4. Search for the Sales Quote XYZ (XYZ represents the ID of the quote).
  5. Click the Edit button.
  6. Click the View All button.
  7. Navigate to the Items tab.
  8. Go to the Taxes subtab.
  9. Change the Tax Code manually in the quote.
  10. Save your changes and close the sales quote.
  11. Now select the sales quote XYZ.
  12. Click the copy button.
  13. In the copied quote screen, change the Account manually.
  14. Click the View All button.
  15. Navigate to the Items tab.
  16. Go to the Taxes subtab.
  17. System is not calculating the tax automatically but taking the the tax code as maintained in the initial sales quote.

Note: The above scenarios are also valid for the other sales documents like sales order.

Cause

The tax code in the copied sales quote is re-calculated correctly when the tax code of the initial sales quote is not manually changed, i. e. in this case it is determined by the system.
However when the tax code of the initial sales order not changed manually, then the taxes are not re-calculated automatically as in this case system gives the priority to the manual changes done by you.
This is the expected system behavior.

Resolution

The system is working as designed.

Keywords

KBA , SRD-CC , Cross Components , How To

Product

SAP BUSINESS BYDESIGN 1708 ; SAP Business ByDesign 1302 ; SAP Business ByDesign 1305 ; SAP Business ByDesign 1308 ; SAP Business ByDesign feature pack 4.0