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Importing tax details from AR Down Payment Invoice onto AR Invoice document

Feb 22 at 09:58 AM

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Dear experts,

We have run into an issue when creating an AR Invoice, where a paid AR Down Payment Invoice document is present.

When creating the AR Invoice document, it shows the Total Down Payment, but nothing for the Tax or Total.

I have been advised by my accounts team that they need the Tax value to be shown here, along with the document total, with the Amount Due field showing zero as the money has already been paid.

This is due to the AR Down Payment Invoice not being a legal document, and therefore cannot be used to show the tax amount in the CoA.

Is there any way I can change the behaviour of the document to comply with this?

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2 Answers

Nagarajan K Feb 24 at 08:07 AM
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Hi,

The tax amount is calculated for AR down payment Invoice. You can see tax amount details from AR Invoice after adding down payment invoice.

Refer attached image for your reference.

Regards,

Nagarajan

ar-down-payment.png


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Hi Nagarajan,

Will you please show the down payment tax setup from your environment?

Thanks,

Jimmy

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Hi Nagarajan,

I would also appreciate seeing how this is configured.

Regards,

Vincent

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Jimmy Liang Feb 23 at 06:19 PM
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Hi Vincent,

I am just sharing some findings from my similar situation. We cannot setup tax for AR down payment invoice and so the tax amount is not indicated in the AR Invoice when we convert the down payment invoice into an AR invoice.

I am guessing it may be a localization setting; so I also posted a question not long ago, hoping someone from SAP or from the Community can provide some hint.

Below is what I've been through:

I went through some archived postings where people were discussing tax in AR down payment. Some said it's by system design as the down payment invoice may not be a legal document; while some mentioned that's doable to indicate tax amount in a down payment invoice. But these posts are years ago, newer versions may have this improved.

https://archive.sap.com/discussions/thread/1195457

https://archive.sap.com/discussions/thread/1956004

From the user guide, there is a Withholding Tax Clearing Account that can be setup up for AR Down Payment tax offset purpose. But in my situation (Canadian Localization), the Tax Subtab is blank so my problem is not yet solved.

Hope this helps. If you come across a solution, please kindly keep me posted too.

Thanks,

Jimmy


tax-tab.png (105.7 kB)
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Hi Jimmy,

Thank you for the detailed response, so far we still have not been able to work out how to show the tax amount in the UK localisation.

However, following a conversation with our SAP Partner they have recommended that we should use an AR Reserve Invoice for this activity instead which potentially resolves our immediate issue.

I don't know if this will apply to your case, but I hope it helps.

Regards,

Vincent

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