Make Tax Code field "required" for customer accounts in document entry

[Former Member]

Hi SAP Experts,

My client has a requirement to make the tax code field as a required entry during transaction entry for customer accounts.

GL account is RECEIVABLE. This GL account is set as a reconciliation account for customers. I set the tax category in the GL account master data "+    Only output tax allowed" and posting without tax allowed "not ticked". I am hoping that not ticking the posting without tax allowed will solve the problem. However, upon testing, by simulating a transaction with a customer(receivable) entry and NOT populating the tax code, the system allowed me to post the transaction.

The only check that the system does is to check whether the tax code field is populated with an output tax code or not. If it is left blank it does not require the user/s to input the tax code.

Please help.

Thank you.

[Former Member · Accepted solution]

Hi

Customers/Vendors are not directly relevant for TAX.  The offsetting Revenue/Expense are TAX relevant.  In a transaction TAX is always calculated on OFFSET GL but not on Payables/Receivables.  A Customer can be Tax relevant or Tax Exempt but there is no way to control that in direct FI postings.

If the posting is originated from SD then you can configure the relevant taxes in Customer Master - Sales Area data.

Hope that explains

Thanks

Prasad

[Former Member · Accepted solution]

Thank you Prasad for the info. If that is the case I think I will just create a validation to address my users' requirements.

[arnabsarkar2601]

Hi Natalie ,

Very simple customization you can do to get all your CIN details tab in customer master data as a extra field where you can put the whole details of that customer.

Just follow the menu path which I have shown in the below screen

You just need to activate the country version for specific fiscal years.Over in the activation screen you need to put the specific company code with the fiscal year you are working and active the check box.You can choose for the vendor as well as customer, in the menu path you will get the options for that.

Regards,

Arnab

[Former Member]

Hi Natalie,

You can create a transaction variant and assign it to some particular users.In this way you have altered standard transaction for a particular set of users only.For rest transaction is unaltered.

Please refer the following document :

Transaction and Screen Variants for specific User groups and adopting it in the standard Transaction...

Hope it could help you!

Regards,

Siddharth

[former_member228400]

Good morning

I was face with the same problem and we resolve it very easy.

If you are having the error during FI posting just create a validation by field name for the require GL account.

If the matter is in another steo you can create Zmessage related to the posting transaction and account. this will be more for your ABAP team maybe.

Hope it helps

Regards,

[Former Member]

thank you sir ^_^

[Former Member]

Hi Sir Pablo,

How did you handle transactions with residual items? I can not populate the Tax Code field because it is grayed out.

Thanks,

[former_member228400]

hello.

did you check the group status field for the account and for the document?

maybe you have it in display only.

Regards,

Pablo

[former_member214973]

Hi

Try with SHD0

http://scn.sap.com/docs/DOC-44621

Regards

Nakul

[Former Member]

Hi Sir Nakula,

Is it okay to change the standard screen variants to address this requirement? Because if ever, I will change all the t-codes" screen variant that the users' are using for this transaction.

WIll it be better if I will just create a validation rule to address this issue?

Thanks,