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Ganesh TAXINN cofig_doc
- 1. Page 1 Contents 1. INTRODUCTIONABOUT TAXINJ VS TAXINN....................................................................................2 2. TAXINJ to TAXINN Configuartion.....................................................................................................2 a. Assign tax procedure at country level- OBBG.............................................................................2 b. Maintain tax procedure (TAXINN)...............................................................................................3 c. Maintain Excise Defaults.............................................................................................................3 d. Classify Condition Types..............................................................................................................4 3. Pricing Procedure configuration .....................................................................................................5 a. ZBOUTF Bought out Fran item pricing (FORMULA BASED).........................................................5 b. ZPTST3–Direct (All Taxes) (FORMULA BASED)............................................................................7 c. Assign access sequence for excise condition types: ZMOD, ZSED, YCST, YLST...........................9 a. Assign ZMOD access sequence to JMOD, JEX2...........................................................................9 b. Assign ZSED access sequence to JSED, JEXS excise condition types.........................................10 c. Maintained BED and SED excise total condition types.............................................................11 a. Assign YCST, YLST access sequence to Tax condition types......................................................12 4. Maintain Tax Classifications..........................................................................................................14 a. Define Tax Determination Rules ...............................................................................................14 b. Define Tax Relevancy of Master Records..................................................................................14 5. COPY CONTROLS _Delivery to invoice –VTFL................................................................................17 6. List of EXCISE –VAT, CST condition type’s changes.......................................................................19 7. TAXINJ_PRICING CONDITION TYPE CONTROLS.............................................................................19 8. TAXINN CONDITION TYPE CONTROLS...........................................................................................20 9. TAXINJ to TAXINN Migration activities..........................................................................................21
- 2. Page 2 1. INTRODUCTIONABOUT TAXINJ VS TAXINN TAXINJ: 1. It is Formula Based Tax procedure. 2. It was most commonly used upto initial phase of R/3 4.7, but the latter implementations were with TAXINN. 3. Tax Code plays a vital role, as the Tax Rate are maintained in Tax Code in TCode FTXP.. 4. It is complex compared to TAXINN TAXINN: 1. It is Condition Based Tax procedure. 2. Tax Code is required to be maintained in Condition Record, & if Tax Code is not found in Condition Record, Sales Cycle will go upto billing, but not release to accounting. Hence even a single Tax code may suffice the requirement for different Tax rate. 3. Tax condition record is maintain through TCode FV11. 4. It only supports condition-based excise determination. 2. TAXINJ to TAXINN Configuartion a. Assign tax procedure at country level- OBBG SPRO IMG ⇒ Financial Accounting ⇒ Financial Accounting Global Settings ⇒ Tax on Sales/Purchases ⇒ Basic Settings ⇒ Assign Country to Calculation Procedure.
- 3. Page 3 b. Maintaintax procedure (TAXINN) T.code: OBYZ or OBQ3 If TAXINN is not available in your system,then we need to copy TAXINJ to TAXINN procedure and remove all the rotiens in ZTXINN Procedure. c. Maintain Excise Defaults In this step we need to maintain excise defaults for TAXINN tax procedure. If we are not maintained, the excise values will not flow in excise invoice. SPRO IMG ⇒ Financial Accounting ⇒ Financial Accounting Global Settings ⇒ Tax on Sales/Purchases ⇒ Basic Settings ⇒ Check Calculation Procedure ⇒ Define Procedures. SPRO IMG ⇒ Logistics - General ⇒ Tax on Goods Movements⇒ India ⇒ Basic Settings ⇒ Determination of Excise Duty⇒Maintain Excise Defaults
- 4. Page 4 d. ClassifyCondition Types In this step we specify which condition types you use for sort of tax. Note that this only applies to condition types that we use with the new excise determination method. The system uses this information when you create outgoing excise invoice with reference to billing document. Example: when we enter outgoing excise invoice from billing document the system determine various excise duties in the excise invoice using the information that you have enteredhere. Note: if we are not maintained this step the excise values are not update RG1 and RG23D registers. SPRO IMG ⇒ Logistics - General ⇒ Tax on Goods Movements⇒ India ⇒ Basic Settings ⇒ Determination of Excise Duty⇒Condition-Based Excise Determination⇒Classify Condition Types
- 5. Page 5 3. PricingProcedure configuration a. ZBOUTF Bought out Fran item pricing (FORMULA BASED) T_Code: V/08 In TAXINJ all the pricing procedures are working on formula base (Calculation routines). Now we need convert the pricing procedures from formula base to condition based. This is formula based pricing procedure (ZBOUTF) SPRO IMG ⇒ Sales and Distribution⇒ Basic Functions⇒ Pricing ⇒ Pricing Control⇒ Define And Assign Pricing Procedures⇒Maintain pricing procedures
- 6. Page 6 Remove UTXJcondition types and also we need to remove 351,352,356...except customized routines ex: 966,953 etc.… If you remove customized routines, it will effect on ZREPORTS. So do not remove customized routines. After removing routines in YBOUTF Boughtout_Franitem pricing_INN. This is condition based pricing procedure. Note: as per client requirement we can remove check box for manual condition types and we can remove manual condition types. **IMP Note: After removing the Routines, do recheck thoroughly in the pricing procedure in “From” & “To” columns ensuring that there will be no Routines are there.
- 7. Page 7 b. ZPTST3–Direct(All Taxes) (FORMULA BASED) Remove UTXJ, condition types and also we need to remove 351,352,356...except customized routines ex: 966,953 etc.… **If you remove customized routines, it will effect on ZREPORTS. Hence do not remove customized routines. SPRO IMG ⇒ Sales and Distribution⇒ Basic Functions⇒ Pricing ⇒ Pricing Control⇒ Define And Assign Pricing Procedures⇒Maintain pricing procedures
- 8. Page 8 After removingroutines in YPTST3-Direct (All Taxes_ZPTST3) _INN This is condition based pricing procedure (FACTORY SALES PRICING PROCEDURE). Note: As per client requirement either we can remove “check” box for manual condition types or can delete completely manual condition types.
- 9. Page 9 c. Assignaccess sequence for excise condition types: ZMOD, ZSED, YCST, YLST a. Assign ZMOD access sequence to JMOD, JEX2 1. Condition type JMOD- Access sequence ZMOD We have replaced access sequence JDUM to ZMOD. this is standard excise access sequence for excise condition types. 2. Condition type JEX2- Access sequence ZMOD SPRO IMG ⇒ Sales and Distribution⇒ Basic Functions⇒ Pricing ⇒ Pricing Control⇒ Define Define Access Sequences⇒Maintain Access Sequences
- 10. Page 10 b. Assign ZSEDaccess sequence to JSED, JEXS excise condition types. 1. Condition type JSED - Access sequence ZSED 3. Condition type JEXS - Access sequence ZSED 4. Condition type PR00 –Condition category H. In PR00 Condition category H to update assessable value (Excise base amount) in excise invoice.
- 11. Page 11 c. Maintained BEDand SED excise total condition types. 1. Condition type JEXT to Access sequence JDUM(100% Value) 2. Condition type JEST to Access sequence JDUM(100% Value) These two conditions types are following excise values into the excise invoice.
- 12. Page 12 a. Assign YCST,YLST access sequence to Tax condition types 1. Condition type JIN1 to Access sequence YCST(Central sales Tax) 2. Condition type JIN2 to Access sequence YLST(Central sales Tax) 3. Condition type JIN4 to Access sequence YLST(CST Surcharge)
- 13. Page 13 4. Condition typeJIN5 to Access sequence YLST(LST Surcharge)
- 14. Page 14 4. Maintain TaxClassifications a. Define Tax Determination Rules Specify the valid tax types, that is, the tax condition types for every country. If more than one tax type can be defined for a country, you define the sequence of their use here. b. Define Tax Relevancy of Master Records In this Step, you define the tax relevance for customers and materials for each tax category. You define tax relevance with the tax classification indicator in the master data: Tax classification for customers is valid for each sales area. Tax classification for materials is valid at the level of sales organization/distribution channel/plant. 1. Maintain Classification for Customer master Double click customer taxes and system will appear below screen SPRO IMG ⇒ Sales and Distribution⇒ Basic Functions⇒ Taxes ⇒ Define Tax Determination Rules and Define Tax Relevancy Of Master Records
- 15. Page 15 We need tomaintain tax classification for required tax condition types. 2. Maintain Classification for Material master Double click Material taxes and system will appear below screen We need to maintain tax classification for required tax condition types. Once maintain tax classification for customer and material master system will give TAX tab in customer master and Material master. Please check in customer master and material master Customer Master:
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- 17. Page 17 5. COPY CONTROLS_Delivery to invoice –VTFL Copy Control is defined as a process in which important transactions in a sales document are copied from one document to other. It consists of routines, which determine the system on how the data is to be copied from a source document to a target document. A SAP system contains a number of these routines and you can also create additional routines to meet the business requirements. To create a new routine, you can use an existing sales document as a reference VTFL − this control is used control for copying from delivery to billing doc Control from delivery order document to billing document is set up here. For example from delivery order (e.g: LF) to billing document (e.g: F2). In your system we have founded lot of copy control combination b/w delivery to billing document.so that I have modified some of the required copy controls and above screen is for your reference. Note: This configuration step is for TAXINJ open sales orders with TAXINN invoice. If you create any billing document (TAXINN invoice) with reference to open sales order(TAXINJ) the system automatically redetermine condition records what ever we maintained condition types after migration. SPRO IMG ⇒ Sales and Distribution⇒ Billing⇒ Maintain Copying Control For Billing Documents=> Copying control: Delivery document to billing document
- 18. Page 18 BILLING TYPE ZBELB/W DELIVERY TYPE ZBIC Screenshot of header overview in copy control for delivery document. In header level we are not change anything but item level we have changed. Screenshot of item details in copy control for delivery document. In item overview level we have changed Pricing type from ‘’G’’ (Copy pricing elements unchanged and redetermine taxes) to Pricing type ‘’C’’ (Copy manual pricing elements and redetermine the others). If we use pricing type as G only taxes redetermine but excise condition types not redetermine. If we use pricing type as C then excise duties and taxes redetermine (any new condition records) except manual condition types.
- 19. Page 19 6. List ofEXCISE –VAT, CST condition type’s changes TAXINJ Access sequence to TAINN Access sequence 7. TAXINJ_PRICING CONDITION TYPE CONTROLS TAXINN_PRICING_CONDITION TYPES C.TYPE DESCRITION TAXINJ_ ACCESS SEQUENCE TAXINN_ACCESS SEQUENCE JMOD A/R BED % JDUM IN: 100% copy of values ZMOD : IN Excise access JEX2 A/R BED_QTY JDUM IN: 100% copy of values ZMOD: IN Excise access JSED A/R_SED_% JDUM IN: 100% copy of values ZSED : IN Excise access JEXS A/R_SED_QTY JDUM IN: 100% copy of values ZSED : IN Excise access JEXT A/R BED TOTAL JDUM IN: 100% copy of values JDUM IN: 100% copy of values JEST A/R SED TOTAL JDUM IN: 100% copy of values JDUM IN: 100% copy of values TAXES JIN1 Central sales Tax N/A YCST JIN2 Local sales Tax N/A YLST JIN4 IN A/R Surcharge N/A YCST JIN5 IN A/R LST Surcharge N/A YLST TAXINJ_PRICING CONDITION TYPES CONTROLS C.TYPE DESCRITION CONDITION_CLASS CALCULATION TYPE CON.CATEGRY JMOD A/R BED % TAXES Percentage TAX JURDIC LEVEL 1 JEX2 A/R BED_QTY DISCOUNT/SURCHARGE Percentage N/A JSED A/R_SED_% TAXES Percentage TAX JURDIC LEVEL 1 JEXS A/R_SED_QTY Discount or surcharge Percentage N/A C.TYPE DESCRITION CONDITION_CLASS CALCULATION TYPE CON.CATEGRY JIN1 Central sales Tax TAXES Percentage Tax JurDic level 1 JIN2 Local sales Tax TAXES Percentage Tax JurDic level 1 JIN4 IN A/R Surcharge TAXES Percentage Tax JurDic level 2 JIN5 IN A/R LST Surcharge TAXES Percentage Tax JurDic level 2
- 20. Page 20 8. TAXINN CONDITIONTYPE CONTROLS TAXINN_PRICING CONDITION TYPES CONTROLS C.TYPE DESCRITION CONDITION_CLASS CALCULATION TYPE CON.CATEGRY JMOD A/R BED % Discount or surcharge Percentage N/A JEX2 A/R BED_QTY Discount or surcharge Quantity N/A N/A JSED A/R_SED_% Discount or surcharge Percentage N/A JEXS A/R_SED_QTY Discount or surcharge Quantity N/A JEXT A/R BED TOTAL Discount or surcharge Percentage N/A JEST A/R SED TOTAL Discount or surcharge Percentage N/A C.TYPE DESCRITION CONDITION_CLASS CALCULATION TYPE CON.CATEGRY JIN1 Central sales Tax TAXES Percentage TAX JIN2 Local sales Tax TAXES Percentage TAX JIN4 IN A/R Surcharge TAXES Percentage N/A JIN5 IN A/R LST Surcharge TAXES Percentage N/A
- 21. Page 21 9. TAXINJ toTAXINN Migration activities Sr No. Activity T_Code 1 Landscape preparation 2 Implementation of SAP Notes - 1. 2167294 - Prerequisite Note for SAP Note 2153807 2. 2153807 - Improvements in Tax code update programs for Purchase- Manual corrections 3. 2161911 - Purchase order display and MR8M display/cancel issue - Enhancements for viewing data post migration - PO_MR8M_DISPLAY Ver6 and correction notes Reference notes: 827268 and 822347 3 Configuration of TAXINN procedure OBQ3 4 Assignment of TAXINN to country OBBG 5 Field (Chapter ID/Control code) to be used in SD pricing conditions (confirm by business users) 6 Condition types JMOD,JAED,JSED,JCES remove calculation type routine OBYZ 7 JEXC assign access sequence for excise condition V/06 8 Assign access sequence JLST to VAT conditions V/06 9 Assign access sequence JCST to CST conditions V/06 10 JIN1 to JIN8 & JSB2, JKKR condition types are maintained as statistical OBYZ 11 Remove UTXJ condition type V/08 12 Base from of JMOD condition type change to base value V/08 13 Removed Manual Tick from JMOD,JECS,JIN6 Vat ,JIN7 CST conditions V/08 14 Create similar account key JN7,JN8 for VAT & CST condition type & assign it to SD pricing procedure V/08 15 Removal of routine 355 from JMOD condition type V/08 16 Tax relevancy configuration for customer master OVK1 17 Tax relevancy configuration for Material Master OVK4 THE END