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.