US Tax Condtions values issue ( XR1,XR2 ...) in Sales Quotation

[former_member200650]

Hi,

Issue : We've an issue in a sales quotation where tax condition values ( XR1,XR2..etc) is zero.

Please advise what parameters system consider while calculating the XR1,XR2...etc condition values. Is the issue in Vertex software or in ECC?

Other information:

Please note the tax procedure assigned in OBBG is-->TAXUSX ( Vertex, 3rd party software being used for tax calculation).

-->OBCO screen shot below.

-->V/08

I've gone through some existing treads, but it couldn't help me to resolve my issue.The reason could be I've limited knowledge in US Tax calculation.

Please let me know if you want more information.

Thanks!

[former_member200650 · Accepted solution]

Hi All,

The reason is Tax exemption certificate is maintained  in Vertex system, hence system did not calculate the Tax for the customer.

Thanks to all, for your replies!

[former_member200650]

Hi Experts,

Any clue on this?

Thanks!

[former_member200650]

Hi All,

Just for your information.

I've created a new customer with ref to the old (above) customer(Tax not calculated).

Surprisingly when I'm creating a quotation with new customer system calculating the Taxes.

where as when I'm creating the same scenario with old customer, but still no luck same results Tax condition value remains zero.

I've compared both customer master fields each & every field in XD02

also compared both quotations in VA23 of each and field but could not get any difference.

Please note: created a new customer exactly SAME as old customer including additional partner functions.

Could any one advise what else could be the reason & which other field i need to compare?

Thanks!

[Lakshmipathi]

Have a look at OSS notes 390666 & 1043372

G. Lakshmipathi

[former_member200650]

Hi Lakshmipathi,

Thanks,so much for your reply. I've gone through the notes I'm not sure whether these notes are relevant to my current scenario.

It talks about when source document the condition values are determined and these values not copied to sub subsequent document e.g. from Invoice-- Credit memo request & Credit memo request-- Credit memo etc.

But my current scenario -- in Quotation(Source document) it self the condition values are zero...

So, please advise if i am missing anything in the note...

Thanks!

[Lakshmipathi]

Have a look at this

Tax jurisdiction - ERP SD - SCN Wiki

G. Lakshmipathi

[former_member200650]

Hi Lakshmipathi,

Sorry for late reply!

Thanks, again for your reply. I've checked this wiki before, but i could not resolve my issue.

Still I'm not clear what parameters system will pass to Vertex from ECC to calculate the tax condition values.

Thanks!