2638638 - Automatic Tax Determination Checkbox is not Marked in the Customer Invoice

The Automatic Tax Determination checkbox is not set for the customer invoice items in the Taxes sub tab, even though the tax was determined automatically by the system on previous documents such as: customer invoice request, sales order, service order, customer contract...

SAP Business ByDesign

In this example, an invoice created from a Manual Invoice Request will be used:

1. Go to the Customer Invoicing workcenter.
2. Select New Manual Invoice from the Common Tasks.
3. Enter the Account details and other mandatory details in the invoice request.
4. Click on View All and navigate to the Items Tab.
5. Add the Product XXX and check the Taxes tab (XXX is the ID of the Product).
6. Notice that Automatic Tax Determination indicator is set.
7. Click on Release. The customer invoice YYY will be created (YYY is the ID of the Customer Invoice).
8. Go to the Invoice Documents View under the Customer Invoicing workcenter and search for the ID YYY.
9. Select it and click on Edit Button.
10. Click on View All button and navigate to the Items tab.
11. Select the Product XXX and navigate to Taxes sub tab

Here, the Automatic Tax Determination indicator is not set, even though the taxes were determined automatically by the system for that item.

The taxation is always externally passed to the invoice document. It happens because the tax code is automatically determined on the Manual Invoice Request/Sales Document. Subsequently, this data is pulled by the customer invoice.

The reset of the checkbox prevents the system from re-calculating the taxes once again. Instead, it just pulls the previously determined data.

This is the standard system behavior.

The Automatic Tax Determination checkbox will never be marked on any customer invoice because the taxes were already determined in a previous document.

Automatic Tax Determination, Tax Determination; , KBA , AP-CI-CIR , Customer Invoice Request , How To