Claim Taxation in Trade Promotion Management
You can use this function to capture tax information as part of your claims processes, particularly if there is a legal requirement. You can choose to enable the function for the following claims processes in trade promotion management (TPM):
Claim submissions (manual and automatic)
You use claim submissions to enter tax information for follow-up documents such as invoice claims and deduction claims. For more information, see Claim Submission.
Funds-based chargebacks
Prepayments and carried-over prepayments
Direct payments
Settlements
Integration
Claim taxation integrates with the following in SAP ERP:
Dispute cases
When a dispute case is created in SAP ERP, automatic claim submissions can be created in SAP Customer Relationship Management (SAP CRM) as follow-up documents on request. For example, in SAP CRM the system creates claim submissions for deduction claims based on dispute cases in SAP ERP.
For more information, see the following:
SAP Dispute Management for FI-AR (FIN-FSCM-DM)
Tax codes
When you enter tax codes in SAP CRM, you must use the same codes as those used in SAP ERP. The tax codes are transferred to SAP CRM from SAP ERP.
Billing
As well as being able to use SAP CRM Billing, you can choose to integrate with SAP ERP Billing.
Financial Accounting (FI)
Once you release a claim submission within SAP CRM, you can make the posting to FI. For claim submissions within SAP CRM, you can set a payment block and this blocks the payment within FI. The reason for the payment block is not entered in the claim submission. Instead, for each claim submission transaction type, a reason is entered in SAP ERP. When the claim submission is posted to FI, the system enters the reason for the payment block based on the claim submission transaction type.
Withholding tax
If you consider withholding tax, use one of the following methods to post withholding tax amounts in SAP ERP:
Run the
Adjustment of Withholding Tax Information to Relevant Types
(RFWT0010
) reportRun the
Recreate and Change Withholding Tax Data with Withholding Tax Rate of 0%
(RFWT0020
) reportUse the
Change Document
(FB02
) transaction
Prerequisites
You have made the settings in Customizing for Customer Relationship Management
, by choosing 
Claims Management
Define Basic Settings for Claim Taxation in TPM
.
You have activated the business function Claims and Funds Management (CRM_CF_1
).
Features
The claim taxation function allows you to do the following:
Create manual claim submissions for invoice claims
Enter input and output tax in claim submissions
Set the tax direction for direct payments
Process claim settlements that are tax-relevant in the billing application in SAP CRM or SAP ERP
Use account determination to identify the accounts to post to within FI
Check if there is a difference between the calculated tax amounts and the claimed tax amounts
When you have settled claims, you can run a tax difference report to compare the tax amounts entered in the claim submission to the tax amounts calculated by SAP CRM Billing or SAP ERP Billing.
From claim submissions that contain tax information, you can create the following:
Claims that are input- and output-tax-relevant
Funds-based chargebacks with tax information
Carried-over prepayments with tax information
From fund-based chargebacks that contain tax information, you can create a carried-over prepayment containing tax information.
Activities
When the status of the claim submission is changed to released, you can initiate the process of posting to FI. The posting date in the claim submission is used as the referenced date for the posting to FI.
Using account determination to identify the correct accounts, for example, customer account, tax account, or reconciliation account, the system posts the input tax from claim submissions to FI. The resultant accounting document is visible in the Edit G/L Account Centrally
(FB03)
transaction. You can navigate to this document directly from SAP CRM using the transaction history.
When you process a claim, the system checks the following:
Tax direction
The tax direction entered in the claim must be consistent with the tax information entered in the related claim submission.
Status of the related claim submission
The claim submission related to the claim must have a status that allows you to make changes to claim.
When you settle a claim, the system does the following:
Calculates the input tax but does not post it to FI
The input tax is required for the tax difference report.
Calculates the output tax and posts it to FI
The output tax is required for the tax difference report.
Posts expenses to FI and resolves the reconciliation account