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Background documentationBackground: Conditions and Values in Tax Code Determination Rules Locate this document in the navigation structure

 

The following information is relevant for all localizations except Brazil, India, Israel, and Puerto Rico.

When defining tax code determination rules, you specify conditions and values that must apply for the application to propose a tax code on sales and purchasing documents. The conditions and values you can specify depend on the localization of SAP Business One that you are using as well as on the document type and business area. The table below lists the conditions and values that are available for the different localizations.

You can specify values by using the dropdown list or, for some values, by entering free text. For some of the conditions and values, if you have specified them once, you can select the value that was used last for the condition from the dropdown list.

Conditions and Values for Tax Code Determination Rules

Condition

Value

Federal Tax ID

  • Filled in: The Federal Tax ID field on the sales or purchasing document must contain a value.

  • Empty: The Federal Tax ID field on the sales or purchasing document must be empty.

Ship-To Address

Choose: Select the ship-to address defined in the business partner master data. Note that you can only select the ship-to address as a condition, if you selected business partner as condition no. 1.

Ship-To Street / PO Box

  • Choose: Select a ship-to street / PO box defined in the business partner master data.

  • Filled in: The Street / PO Box field in the ship-to address of the sales or purchasing document must contain a value.

  • Not defined: The Street / PO Box field in the ship-to address of the sales or purchasing document must not contain a value.

Ship-To City

  • Choose: Select a ship-to city defined in the business partner master data.

  • Filled in: The City field in the ship-to address of the sales or purchasing document must contain a value.

  • Not defined: The City field in the ship-to address of the sales or purchasing document must not contain a value.

Ship-To Zip Code

  • Choose: Specify a ship-to zip code.

  • Filled in: The Zip Code field in the ship-to address of the sales or purchasing document must contain a value.

  • Not defined: The Zip Code field in the ship-to address of the sales or purchasing document must not contain a value.

Ship-To County

  • Choose: Select a ship-to county defined in the business partner master data.

  • Filled in: The County field in the ship-to address of the sales or purchasing document must contain a value.

  • Not defined: The County field in the ship-to address of the sales or purchasing document must not contain a value.

Ship-To State

  • Choose: Select a ship-to state defined in the application.

  • Filled in: The State field in the ship-to address of the sales or purchasing document must contain a value.

  • Not defined: The State field in the ship-to address of the sales or purchasing document must not contain a value.

Ship-To Country

  • Choose: Select a ship-to country defined under   Administration   Setup   Business Partners   Countries  .

  • EU: The item is shipped to a member state of the European Union.

  • Non-EU: The item is shipped to a country outside of the European Union.

Item

Choose: Select an item code from the list.

Item Group

Choose: Select an item group from the list.

Business Partner

Choose: Select a business partner from the list.

Customer Group

Choose: Select the customer group the customer must be associated with from the list.

Vendor Group

Choose: Select the vendor group the vendor must be associated with from the list.

Warehouse

  • Choose: Select a warehouse that the item must be shipped from or to.

  • Filled in: The Warehouse field on the sales or purchasing document must contain a value.

  • Not defined: The Warehouse field on the sales or purchasing document must not contain a value.

G/L Account

Choose: Select the G/L account that must be used on the sales or purchasing document for the rule to apply.

Tax Status

  • Liable: The tax status field in the business partner master data must contain the value Liable.

  • Exempt: The tax status field in the business partner master data must contain the value Exempt.

  • EU/Acquisition: The tax status field in the business partner master data must contain the value EU or Acquisition.

Freight

Choose: Select a type of freight from the list.

UDF

Choose: Select a user-defined field that you use on the sales or purchasing document, business partner or item master data, for warehouses, or item groups.