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Procedure documentation Defining Business Partner Tax Classification Assignment Settings  Locate the document in its SAP Library structure

Use

To replicate R/3 tax categories and tax classifications to the CRM system.

Prerequisites

The R/3 tax categories and tax classifications have been maintained. In addition, you have also defined:

Tax types for CRM

Tax groups for CRM

 

Procedure

In R/3

  1. Enter transaction PITM.
  2. You branch to the screen Tax Classification: Mapping R/3 to CRM.

  3. Choose New Entries.
  4. Enter the Country.
  5. Enter the Region.
  6. If you calculate tax via the jurisdiction method, you must maintain a region.

  7. Enter the CRM Tax Type.
  8. Enter the CRM Tax Group.
  9. Enter the R/3 Tax Category.
  10. Enter the R/3 Tax Classification.
  11. Choose Save.

Example

Tax Classification: Mapping R/3 to CRM Overview

Country

Region

Tax Type

Tax Group

Tax Category

Tax Classification

DE

 

MWST

FULL

MWST

1

UK

 

VAT

HALF

VAT

2

US

 

UTXJ

FULL

UTXJ

1

 

 

 

 

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