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Credit Memo with respect to Billing to credit just the Sales Tax on the invoice

May 24, 2017 at 03:35 PM

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How do I credit sales tax on a customer invoice that is short paid for sales tax in a subsequent month. Later they have provided a valid exemption certificate.

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2 Answers

Tom Samata May 24, 2017 at 05:49 PM
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We do it by:

  1. Create a Credit Request referencing the original billing document.
  2. Modify the pricing of the item >> Add PN00 of $0
  3. Update pricing using option C. The tax value fields are opened for input.
  4. Manually add the tax amounts.
  5. Save and Bill

This currently works for us on ECC 6.0 EhP7. Not exactly sure why it works. When we update the pricing with C the tax percentages turn to 100%. We can then manually add values. These values are not redetermined during billing even though we are set to redetermine taxes during billing. See image.


credit-tax.png (33.8 kB)
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Hi Tom,

Thanks for responding back, I have created the config as you have mentioned have two questions here

1. Do you recommend to copy all the line items from the Invoice or just the heade and create a dummy material for the tax amount.

2 . When I am modifying the tax value its throwing an in completion error stating the G/L Account missing.

Steps I configured.

1. created a new sales order type for credit memo request

2. created a new Billing type for credit meme

3. Maintained copy control to copy the data wrf to the Billing document header and item both

Thanks & Regards

Mona

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Mona Agarwal May 24, 2017 at 07:01 PM
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Hi Tom,

Thanks for responding back, I have created the config as you have mentioned have two questions here

1. Do you recommend to copy all the line items from the Invoice or just the heade and create a dummy material for the tax amount.

2 . When I am modifying the tax value its throwing an in completion error stating the G/L Account missing.

Steps I configured.

1. created a new sales order type for credit memo request

2. created a new Billing type for credit meme

3. Maintained copy control to copy the data wrf to the Billing document header and item both

Thanks & Regards

Mona

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