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Process documentationInput Tax for Claims in Trade Promotion Management

 

You can use this process to enter input-tax information in claim submissions for invoice claims and deduction claims.

Prerequisites

You have activated the business function Claims and Funds Management (CRM_CF_1).

Process

  1. In the claim submission, you enter the input-tax information, for example, net amount, tax code, and tax jurisdiction code, and change the status to Released.

  2. You create a claim, for example, deduction claim or invoice claim, from the claim submission and settle the claim.

  3. You run a tax difference report to ensure there are no differences between the tax amount provided by the customer, which is entered in the claim submission, and the tax amount calculated by the system during claim settlement. For more information, see Tax Difference Determination.

  4. You change the status of the claim submission to To be Posted to FI.

    Note Note

    You can monitor the posting to Financial Accounting (FI), using the following Middleware queues:

    • Outbound queue (SAP CRM to SAP ERP) CSA_ORDER_[claim submission ID]

    • Inbound queue (SAP ERP to SAP CRM) R3AD_CSD_FI_[claim submission ID]

    For more information, see CRM Integration Services.

    End of the note.

  5. Using account determination to identify the accounts, the system posts the amounts to the relevant accounts in FI, for example, tax accounts, vendor accounts, and reconciliation account.

  6. You can change the status of the claim submission to In Revision to change input-tax information, for example, net amount, tax code, and tax jurisdiction code, under Taxes and Amounts. When you set the status to In Revision, the system cancels the posting in FI.

    Note Note

    You must change the status from In Revision to Released to continue processing follow-up documents.

    End of the note.

  7. For deduction claims if there is no difference in the input tax, you can create the following:

  8. You can close the claim submission when the following conditions are met:

    • The related claims are complete

    • There are no tax differences

    • The system has posted the amounts to FI

    • The Unassigned Incl. Tax amount is 0

    • Follow-up documents are complete

More Information

Claim Taxation in Trade Promotion Management