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Author's profile photo Maria Du

Services rendered date determination with relation to tax condition record determination

First we need to understand that Tax condition records are determined for the date of services rendered and NOT for the pricing date. This date is determined in the Sales and Distribution documents dependent on the process. It is well explained in the SAP Note 872449.

Today I will try to explain some typical SD process for a better understanding of services rendered date determination.

1 In the Sales document:

Sales document with a requested delivery date existed and the requested delivery date falls after the creation date of the document. ( see below )

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The requested delivery date (16.06.2015) is after the creation date of the SO document (05.06.2015). In this case, the system uses the requested delivery date for the SD tax determination. (see below)

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If it is not the case above, the creation date of the document is taken as the basis for the date of services rendered. For example, the following is a credit memo request process with no requested delivery date existed and the creation date of the document is 05.06.2015. The creation date of the document 05.06.2015 is used for the tax determination. (see below)

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However, if you manually enter the date of services rendered in the header or item level, this manual entry date has the priority for the tax determination. (see below)

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2 In the delivery-related billing document and the goods issue date existed, the date of services rendered is transferred from the goods issue date and then used in tax determination.

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If no goods issue date exists, the billing date is used. For example, in the order-related billing, the system uses the billing date as the date of services rendered.

<Attention> Here the billing date refers to the billing date in the sales document.

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The reason I emphasize ‘sales document’ is because the billing date could be changed in the VF01 screen but the manual entry here didn’t take any effect for tax determination. For example, I manully enter 24.06.2015 as the billing date in VF01 ( see below ). The date of service rendered is still taken from the billing date of the sales document instead.

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However, if you manually enter the date of service rendered in VF01 screen, this manual entry takes priority in tax determination. ( see below )

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For more details of service rendered date determination, please also check SAP Note 872449 – f) Date of services rendered.

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      12 Comments
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      Author's profile photo Former Member
      Former Member

      Thanks for sharing.

      Author's profile photo Pradeep Mani
      Pradeep Mani

      Thanks for sharing..The note is explained with screen shots

      Author's profile photo Dilli Babu Radhakrishnan
      Dilli Babu Radhakrishnan

      Thanks for the document !!! It helped in resolving an issue and understanding the influencing dates for tax determination process in SD. The quality of the document and the various scenarios that you covered shows your depth of knowledge related to the topic.

      Author's profile photo Maria Du
      Maria Du
      Blog Post Author

      thank you so much for your comment. I am really happy to hear that it was useful for you.

      Author's profile photo SR Kumar
      SR Kumar

      Thanks Maria for the excellent share.

      Author's profile photo Raj Dutta
      Raj Dutta

      Very good blog!

      Author's profile photo Kailash Patel
      Kailash Patel

       

      Maria, thanks for sharing !! detailed nicely with examples, very helpful.

      Author's profile photo Maximiliano Isoba
      Maximiliano Isoba

      Great content.

      Author's profile photo Christina weng
      Christina weng

      Thank you for the helpful content!

      Author's profile photo Ray Anthony Rivera
      Ray Anthony Rivera

      Thank you very much for this!

      Author's profile photo Atchyutaram Pedarla
      Atchyutaram Pedarla

      Nice Explanation. This helps.

       

      Ram Pedarla

      Author's profile photo SIDDU HOOLI
      SIDDU HOOLI

      Very informative blog, very helpful thanks for writing the blog.