Redetermination-of-Taxes-in-Sales-Documents
Redetermination of Taxes in Sales Documents
Before we go into the details of manually re-determining the taxes in sales documents, you may like to refer
to SAP note: 872449 to understand how the tax conditions are determined in first place in Sales. Please
note that the determination procedure remains the same across cloud and on-premise solutions.
Sales Orders
Tax condition records in sales orders are determined based on ‘Date of Services rendered’. You can find
this field at header level – billing document tab or at the item level – billing document tab in sales order. If
you wish to redetermine the taxes for all items in a sales document, then you can use the header field.
Otherwise for re-determining the taxes for specific line item, you can use the field at the item level.
During the initial creation of a sales order, system considers the service rendered date as the document
creation date or requested delivery date, if both these dates are same. However, if the requested delivery
date is later than the document creation date, then the requested delivery date takes a priority and is
considered as service rendered date for determining relevant tax records.
Nevertheless, you may wish to enter any other date manually as “date of services rendered” in the header
or item level, which will overwrite the document creation date and requested delivery date and considered
as priority for the tax determination.
Author: Sai Kasturi
S/4HANA Cloud Competence Center
Author: Sai Kasturi
S/4HANA Cloud Competence Center
Author: Sai Kasturi
S/4HANA Cloud Competence Center
Delivery related billing
In case, if the service rendered date is not manually entered in sales order, for sales orders with delivery
related billing, the actual goods issue date is considered as service rendered date when an invoice is
generated. You can choose to have a different Actual GI date if necessary (considering the open posting
periods).
Author: Sai Kasturi
S/4HANA Cloud Competence Center
Order related billing
In case of sales orders with order related billing, the billing date entered in sales orders header (billing date
tab) is considered as service rendered date when creating invoice. Kindly note that the system allows to
enter a different billing date when you create an invoice. However, the billing date at invoice level does not
influence the service rendered date in invoice. The billing date that influences the service rendered date is
taken from sales order header.
Author: Sai Kasturi
S/4HANA Cloud Competence Center
You can choose to overwrite this date by manually entering the service rendered date when creating
invoice. In such case, the taxes in invoice are determined based on the service rendered date manually
entered.
Author: Sai Kasturi
S/4HANA Cloud Competence Center
