2424664 - Master Data set-up for Tax Code in SAP TM and ERP

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2020-04-05

2424664

2424664 - Master Data set-up for Tax Code in SAP TM and ERP Version Language Release Status Component

3 English Released to Customer TM-FRS (Freight Settlement)

Type Master Language Category Released On

SAP Knowledge Base Article English How To 15.10.2018

Please find the original document at https://launchpad.support.sap.com/#/notes/2424664

Symptom • To set up the master data relevant for Tax Calculation for Carrier Invoice. • Tax Code customization in the SAP ERP. • Tax Code customization in SAP TM.

Environment • SAP Transportation Management 9.x • SAP ERP 6.0

Resolution Master Data Set-Up in SAP TM • Create a tax type for Country: PATH: SPRO->IMG->Cross Application components->SAP Products->Tax Types and Tax Groups->Define Tax Types and Tax Groups ○

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Create Tax Type

• Create Product Tax Group

• Define Tax Countries: PATH: SPRO->IMG->SAP Transportation management-> Transportation management ○

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>Settlement->Freight settlement->Tax->Define tax for countries • Here, example Country is US • Enable the checkbox ‘Tax at charge type’

• Define Charge type relevant for Tax: PATH: SPRO->IMG-> SAP Transportation management->Basic Functions-> Charge Calculation-> Basic Settings->Define Charge Type. Click on the New Entry Maintain the charge category, charge sub-category, Positive/Negative, Absolute/Percentage as shown in the screenshot. Enable the Checkbox ‘Tax’. ○

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• Define TAX for Charges: PATH: SPRO->IMG->SAP Transportation management-> Transportation management >Settlement->Freight settlement->Tax->Define tax for charges • Here assign the Tax types which was created above to the charge type. Select the country and double click on assign tax settings for charge type • Ensure that Traffic Direction is left blank or if entered, that it is consistent with the FO traffic direction. ○

Master Data Set-Up in SAP ERP • Define Category Code: PATH: SPRO->IMG->Integration with Other SAP Components->Invoice integration->Billing>Definition for Transportation charge Elements->Define Category Codes. Click on New Entries. Define the Category code similar to SAP TM. ○

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• Define Subcategory Code: PATH: SPRO->IMG->Integration with Other SAP Components->Invoice integration->Billing>Definition for Transportation charge Elements->Define Subcategory Codes • Click on New Entries. • Define the Subcategory code similar to SAP TM. ○

• Define Charge type relevant for Tax in ERP: PATH: SPRO->IMG->Integration with Other SAP Components->Invoice integration->Billing>Definition for Transportation charge Elements->Define Charge Type. • Click on New Entries. • Define the Charge type as defined in the SAP TM. ○

• Service Master Record Assignment PATH: SPRO->IMG-> Integration with Other SAP Components->Transportation Management ○

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>Invoice integration->Invoicing->Assignment of Transportation Charge Elements->Assign Service master Record and Account Assignment Category • Click on New Entries. • Assign the service master record created to the charge type relevant for tax.

• Tax settings at PO item level. Define Access Sequence PATH: SPRO->IMG->Material management->Purchasing->conditions->Define price determination Process->Define access sequence. A new access sequence with following access table has to be maintained. Table 603 as shown below which has the fields Destination Country, Country, Tax ind f.materia, Tax ctry departure, tax ctry dest ○

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• Define condition type:PATH: SPRO->IMG->Material management->Purchasing->conditions->Define price determination Process->Define condition types ○

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• This new condition type has to be included manually in the Pricing procedure used (Transaction M/08). • Create Condition Records for the Condition type and Access defined so far Transaction: MEK1

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• Tax settings at service item level. Define access sequence PATH: SPRO->IMG->Material management->External service management->Maintain conditions for services. In the popup, select Access: Maintain (price service) ○

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• Define condition type:PATH: SPRO->IMG->Material management->External service management->Maintain conditions for services. In the popup, select conditions ○

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• This new condition type has to be included manually in the Pricing procedure used: PATH: SPRO->IMG->Material management->External service management->Maintain conditions for services. In the popup, select schema for services. • Create Condition Records for the Condition type and Access defined so far Transaction: ML36 • Selection of country for tax calculation at service level PATH: SPRO->IMG->Material management->External service management->Taxes at individual service level. • Check the flag tax at ind.serv.level for the country. ○

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• Set tax indicator for material PATH: SPRO->IMG->Material management->Purchasing->Taxes->Set tax indicator for material. ○

• Map TM Tax settings to ERP Tax settings. PATH: SPRO->IMG->Integration with Other SAP Components->Invoice integration->Tax->Map SAP TM Tax settings.(Please check SAP Note 1960255 if customizing activity is missing.) Assign setting for charge type For country US Map TM Tax settings to ERP Tax settings ○

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Keywords Tax Code, Charge Calculation, FSD, Invoice Verification, SAP Transportation Management.

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SAP ERP 6.0 SAP Transportation Management 9.1 SAP Transportation Management 9.2 SAP Transportation Management 9.3 SAP Transportation Management 9.4 SAP Transportation Management 9.5

Other Components Component TM-FRS-IV

Description ERP Invoice Verification

This document refers to SAP Note/KBA 1960255

Title Tax Configurations on ERP side

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