Migrating Tax Rates to Condition Records

Use

If you switch from using tax procedure TAXBRJ to TAXBRA, which corresponds to condition-based tax calculation, you can migrate existing tax rate entries to condition records.

Procedure

  1. From the Tax Manager's Workplace , choose Start of the navigation path Condition Setup Next navigation step Migration Next navigation step Tax Tables to Conditions End of the navigation path .

  2. Select an individual tax rate table and check whether corresponding condition records exist, by choosing Start of the navigation path Condition records Next navigation step Check conditions End of the navigation path and the appropriate application, MM or SD.

    A log appears on the bottom half of the screen, which displays the status of each entry in the table:

    Traffic Light

    Meaning

    Green

    Condition records exist for all fields in the table entry

    Yellow

    At least one field in the table is missing a condition record (but some do exist)

    Red

    No condition records exist for fields in the table entry that are supposed to have one (some do not require one)

    The whole tax rate table receives the color status of the lowest of any of its entries.

  3. Convert the entries of the tax rate table if it has yellow or red status, by selecting the table, specifying the application (MM or SD), and choosing a conversion option.

  4. Repeat steps 2 and 3 for each of the tax rate tables.

Result

Once you have condition records for all your tax rates, you can use condition-based tax calculation.