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Difference between Tax Classification on General Data vs Sales Area

The question here is in regards to what functionality is intended by having the tax classification data on the General Data identification tab? as well as on the Customer-->Sales area-->Billing tab. My expectation is that the General data would be used to assign at the global customer level and the Customer/Sales area for a specific sales are. But this does not look to be the case. I am basing this upon the fact the data available in the different areas are not consistent. I am unable to find any explanation for this in order to ensure the correct values are used.

Thank you for the assistance!

Tom Woelfel

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  • Best Answer
    Posted on Oct 29, 2019 at 08:19 AM

    Hi Tom,

    You can have a look at the following note:

    872449 - Tax determination in Sales and Distribution

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    d) Customer tax classification

    The customer tax classification determines, for example, if the customer is subject to full tax, subject to half tax or exempt from tax. Based on this classification the different tax condition records can be determined. The tax classification is determined from the customer master for the relevant partner function for which the VAT no. is also determined. In the customer master, a tax classification can be stored for each country, tax category, and tax condition. The available countries in the customer master in the billing document section of the sales area data are displayed from the plant assignment (plant country) for the distribution channel and division (transaction OVX6). You can change the automatically determined tax classification of the customer in the Sales and Distribution document header of the billing area as "Different Tax Class"

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    It explains how the customer tax classification is determined in sales.

    Best regards,

    Nancy

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