Taxinj to taxinn migration Configuration Guide_GANESH
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Transcript of Taxinj to taxinn migration Configuration Guide_GANESH
TAXINJ TO TAXINN MIGRATION DOCUMENT
Page 1
Contents 1. INTRODUCTION ABOUT TAXINJ VS TAXINN .................................................................................... 2
2. TAXINJ to TAXINN Configuartion ..................................................................................................... 2
a. Assign tax procedure at country level......................................................................................... 2
b. Maintain tax procedure (TAXINN)............................................................................................... 3
c. Maintain Excise Defaults ............................................................................................................. 4
d. Classify Condition Types.............................................................................................................. 4
3. Pricing Procedure configuration ..................................................................................................... 6
a. Pricing procedure ZSTKTR Stock transfer pricing procedure. ..................................................... 6
b. Factory sales (ZFACT) Formula based pricing procedure ............................................................ 8
c. Excise condition types and Sales Tax condition types .............................................................. 10
a. Assign access sequence for excise condition types: ............................................................. 10
b. Assign access sequence JLST to VAT conditions: .................................................................. 13
c. Assign access sequence ZCST to CST conditions: .................................................................. 14
4. Maintain Tax Classifications ...................................................................................................... 16
A. Define Tax Determination Rules ............................................................................................... 16
B. Define Tax Relevancy of Master Records .................................................................................. 16
C. Maintain tax codes for ZTXINN. .................................................................................................... 19
D. TAXINJ to TAXINN Migration activities.......................................................................................... 21
TAXINJ TO TAXINN MIGRATION DOCUMENT
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1. INTRODUCTION ABOUT 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.
SPRO IMG ⇒ Financial Accounting ⇒ Financial Accounting Global Settings ⇒ Tax on
Sales/Purchases ⇒ Basic Settings ⇒ Assign Country to Calculation Procedure.
Transaction Code : OBBGTAXINJ To TAXINN(ZTAXIN)>>>>>>IN
TAXINJ TO TAXINN MIGRATION DOCUMENT
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b. Maintain tax 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 TAXINN Procedure.
SPRO IMG ⇒ Financial Accounting ⇒ Financial Accounting Global Settings ⇒ Tax on
Sales/Purchases ⇒ Basic Settings ⇒ Check Calculation Procedure ⇒ Define Procedures.
TAXINJ TO TAXINN MIGRATION DOCUMENT
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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.
d. Classify Condition 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⇒Maintain Excise Defaults
SPRO
IMG ⇒ Logistics - General ⇒ Tax on Goods Movements⇒ India ⇒ Basic Settings ⇒
Determination of Excise Duty⇒Condition-Based Excise Determination⇒Classify Condition
Types
TAXINJ TO TAXINN MIGRATION DOCUMENT
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TAXINJ TO TAXINN MIGRATION DOCUMENT
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3. Pricing Procedure configuration
a. Pricing procedure ZSTKTR Stock transfer pricing procedure.
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 (ZSTKTR)
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. So do not remove
customized routines.
.
SPRO IMG ⇒ Sales and Distribution⇒ Basic Functions⇒ Pricing ⇒ Pricing Control⇒ Define And
Assign Pricing Procedures⇒Maintain pricing procedures
TAXINJ TO TAXINN MIGRATION DOCUMENT
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After removing routines in ZSTOIN pricing procedure.
This is STO 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.
TAXINJ TO TAXINN MIGRATION DOCUMENT
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b. Factory sales (ZFACT) Formula based pricing procedure.
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
TAXINJ TO TAXINN MIGRATION DOCUMENT
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After removing routines in ZFACIN pricing procedure
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.
TAXINJ TO TAXINN MIGRATION DOCUMENT
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c. Excise condition types and Sales Tax condition types
a. Assign access sequence for excise condition types:
Assign JEXC access sequence to JEX2, JEXA, JEXS, JCED, JECX, JA1Y excise condition
types. (Quantity based condition types)
a. Condition type JEX2- Access sequence JEXC
b. Condition type JEXA- Access sequence JEXC
SPRO IMG ⇒ Sales and Distribution⇒ Basic Functions⇒ Pricing ⇒ Pricing Control⇒
Define Define Access Sequences⇒Maintain Access Sequences
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c. Condition type JEXS - Access sequence JEXC
d. Condition type JCED- Access sequence JEXC
e. Condition type JECX- Access sequence JEXC
f. Condition type JA1Y- Access sequence JEXC
TAXINJ TO TAXINN MIGRATION DOCUMENT
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d. Condition type PR00 –Condition category H.
In PR00 Condition category H to update assessable value in excise invoice.
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b. Assign access sequence JLST to VAT conditions:
a. Condition type JIN2- Access sequence JLST
b. Condition type JIN5-Access sequence JLST
SPRO IMG ⇒ Sales and Distribution⇒ Basic Functions⇒ Pricing ⇒ Pricing Control⇒
Define Define Access Sequences⇒Maintain Access Sequences
TAXINJ TO TAXINN MIGRATION DOCUMENT
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c. Condition type JIN6-Access sequence JLST
c. Assign access sequence ZCST to CST conditions:
a. Condition type JIN1- Access sequence JCST
TAXINJ TO TAXINN MIGRATION DOCUMENT
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b. Condition type JIN4- Access sequence JCST
c. Condition type JIN7-Access sequence JCST
TAXINJ TO TAXINN MIGRATION DOCUMENT
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4. Maintain Tax Classifications
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
We need to maintain tax classification for required tax condition types.
SPRO IMG ⇒ Sales and Distribution⇒ Basic Functions⇒ Taxes ⇒ Define Tax
Determination Rules and Define Tax Relevancy Of Master Records
TAXINJ TO TAXINN MIGRATION DOCUMENT
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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:
Material master:
TAXINJ TO TAXINN MIGRATION DOCUMENT
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TAXINJ TO TAXINN MIGRATION DOCUMENT
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C. Maintain tax codes for ZTXINN.
SPRO IMG ⇒ Financial Accounting ⇒ Financial Accounting Global Settings ⇒ Tax on
Sales/Purchases ⇒ Basic Settings ⇒ Assign Country to Calculation Procedure.
To create new tax codes for ZTXINN (TAXINN) procedure.
Note: Need to create tax code same as TAXINJ to TAXINN. (If you can follow this way
advantage is that User will not get confused)
Transaction Code: FTXP
Example: Step-1:- Enter country IN (INDIA)
Step-2:-Enter new tax code system will give a one pop up in which enter Description and select
Tax type as “A” (Output tax) and click on “OK”.
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Now you get the screen as below. In this step do not mention any tax rates here. As the tax
rates are determine through condition based.
The below tax codes are we created in ZTXINN.
.
TAXINJ TO TAXINN MIGRATION DOCUMENT
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D. TAXINJ to TAXINN 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