SAP Knowledge Base Article - Public

3231918 - Update tax conditions in sales order for services (SO01)


You want to create a Time and Expense customer projects with a new customer.

You notice that there is no tax condition maintained for the new customer. 

You then maintain the tax condition.

However, the tax condition does not get updated in the sales order for services. 



Reproducing the Issue

  1. Create a project with a work package in the Plan Customer Projects app
  2. Assign the work package to a billing item in the Plan Customer Projects app
  3. Post actuals into the work package using the Post General Journal Entries app
  4. After this, you will notice that the tax conditions are not maintained for the new customer. You maintain the tax condition using the Set Tax Rates app, but it does not get updated in the sales order for services.


It is currently not possible to update prices of sales orders for services.


Consider the following scenarios in order to update tax conditions in sales orders for services:

  • There are already actual postings against the work package:

Work packages can only be re-assigned under certain conditions, e.g. if no subsequent documents (invoice or others) exist and if there are no bookings on it. So if you have postings on that work package you need to delete them from that work package.

After deleting the postings, you can follow the steps bellow.

    • There are no actual postings against the work package:
    1. Maintain/correct all relevant master data before further processing
    2. For the faulty existing sales order item (s), the item (s) need to be rejected using the Manage Sales Order Services app
    3. Afterwards, you can create new billing items using the Plan Customer Projects app so that the new master data takes effect during pricing determination
    4. To keep the old work package: Create a dummy work package and assign it to the existing billing item. Now the work package that you want to keep can be re-assigned to a new billing item.
    5. Reject the sales order item
    6. Create the new billing item and assign the old work package to it. Now you have a new billing item with the old work package.


    F0804, WP, SO01, sales order service, sales orders services, customer project, actual posting, posting, workpackage, work package, customer, tax, tax condition, prices, update, worckpackage , KBA , SD-SLS-PBS , Project-Based Services in Sales Documents , SD-BF-TX , Taxes , Problem


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