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author's profile photo Former Member
Former Member

Data migration AR line items and Tax

Hi All,

I am working on a data migration project at the moment and am uploading AR, AP and GL line items.

I have seen comments that I should not include the tax amount in the AR and AP line items and should not include a tax code either. Can you please explain this to me in more detail?

Would it not be better to include the tax code and get SAP to calculate and post the tax automatically rather than having to make a manual posting into the tax accounts?

many thanks

Phil

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  • author's profile photo Former Member
    Former Member
    Posted on Dec 06, 2015 at 10:05 PM

    Any tips on this would be really great please?!

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  • Posted on Dec 07, 2015 at 06:54 AM

    Hi Philip,

    We dont update tax codes, while doing cutover for AR/AP as system already calcuated tax in old system and required tax payment would have carried in legacy system.

    so, we only takeover AR/AP open line items.

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  • author's profile photo Former Member
    Former Member
    Posted on Dec 10, 2015 at 06:18 PM

    Hello Philip,

    Typically, we load the customer open items and then tax account balance through GL balances.

    Customer open items:

    Dr A/R

    Cr A/R Migration A/c

    GL balances:

    Dr/Cr Tax

    Cr/Dr GL migration A/c

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