TAXINJ TO TAXINN MIGRATION CONFIG_GANESH

TAXINJ TO TAXINN MIGRATION DOCUMENT

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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


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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


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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.


Sales/Purchases ⇒ Basic Settings ⇒ Check Calculation Procedure ⇒ Define Procedures.


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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


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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


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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.


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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


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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.


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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


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


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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


Define Define Access Sequences⇒Maintain Access Sequences


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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


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b. Condition type JIN4- Access sequence JCST

c. Condition type JIN7-Access sequence JCST


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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


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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:


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C. Maintain tax codes for ZTXINN.


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.

.


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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

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TAXINJ TO TAXINN MIGRATION CONFIG_GANESH