Defaulting Tax Code in PO – Condition Technique
The tax code can be defaulted in PO from info record as well as through condition technique.
The very common method is by maintaining the tax code in info record. But there are some cases where the tax code has to be pulled based on some special criteria like vendor region, plant region etc . In such cases, the tax code can be defaulted in PO through condition technique.
Now, we will discuss the scenario for defaulting tax code based on plant and vendor region combination. The same logic can be used with other criteria also.
Through Condition technique:
Step 1: Go to M/03 and create a new condition table with the access criteria. Here, its plant and vendor Region.
Step 2: Create a new access sequence, (or add to existing access seq) for MM conditions in M/07 and assign the condition table to the access sequence.
Check the fields:
Step 3: Create a new MM pricing condition type (or use existing condition type with condition class D) by copying MWST (or use MWST itself) in M/06
Assign the access sequence to the condition type.
Please ensure that the condition class is D (Taxes) as highlighted in the screenshot.
Step 4: Include the condition type in MM pricing procedure in M/08
Step 5: Maintain condition record for the condition type in MEK1.
Maintain the required tax code in the condition record for the correct combination.
Now, If I’m creating PO for the plant and vendor with region in the cond record (here, 07), the tax code ( E3 in my example) will be defaulted in PO.
Step 6. Create PO for a vendor with the above combination.
Check the region maintained in the vendor master.
Create PO:
Check the PO Item Conditions:
The tax code will be visible in the details of the condition type:
Analyze the pricing to see the access flow:
Note: The tax code from the condition technique has higher priority than the tax code from the info record.
Thank you,
AKPT
Very useful one..
Thanks
Saba
Thanks...
Very good document AKPT MM sir.. Its really helpful for me..
Thanks Dev...
Hi AKPT,
Very nice document...Thank you for sharing your knowledge...
Regards
Sesha
Thank you...
Good one.
really liked the last note , similar case here but for a different use 🙂
Thank you Manu.....
Valuable document about conditions. Thanks ...
Thank you...
Very nice documents....thanks for sharing with us.
Thanks!
Good document. Very well explained and laid out. Thank you for sharing.
Hi AKPT,
Really informative. Thanks for sharing..
Regards,
Sudeep.
I was going make the tax default as a condition type, but then I finally found this guide which able to use the tax indicator.
The difference is I make the access sequence for region only (not plant/region) so I could put the region indicator on any vendor I want.
Again, thank you, it really helps!
Hi,
Very useful document....Thanks for sharing
Br,
Partha.
Hi,
Thank you very much for this document.
Regards
Kumar
AKPT,
Simply Brilliant boy........ 🙂
Regards
Mohsin Abbasi
Hi AKTP,
brilliant, really brilliant, it's gone be really helpful!!
Regards,
Gurren
usefull information
Thanks
Sudhakar
Its very useful for everyone..
Keep posting..
Thanks,
Samy
Hello Prasoon,
Thanks for the document, can you tell me how can we ensure that the tax condition type has the new tax code, tax percentage and tax amount.when we change the tax code code in PO (determined via condition technique)
Regards,
Chirag Shah
How tax code validation can be set as per vendor address region for PO Doc
Dear All
I have an requirement as, In tax code field under invoice tab under item detail of purchase order (T-code ME21N), whenever user creates PO, He enters vendor in header level.
Now, requirement is that,
If that vendor is having region code XX, then input tax code of CGST and SCGST must be visible under tax code tab.
And if vendor is not having region code XX, then only input IGST tax code must be visible.
There are 30 such tax code.
Please provide the solution