Tax for prorate based installments

Several installment lines can be linked to a sales installment order.

The following tax data are retrieved from the sales order lines and cannot be changed by the user:

  • Tax Country
  • Tax Code
  • BP Tax Country

An exception to this are the installment lines of the type Advance Invoice. The tax code for these billable installment lines can differ from the tax code of the sales order lines, provided the tax percentage, tax country, BP tax country are same.

Tax for Advance Invoice installments

To automatically retrieve a specific tax code for Advance Invoice installment lines in the Billable Installment Lines (cisli8130m000) session, you can specify tax code exceptions in the Tax Exceptions by Country (tctax1100m000) and Tax Exceptions by Country Set (tctax1101m000) sessions. The Order Origin of these tax exceptions must be set to Sales Advance.

When an Advance Invoice billable installment line is created (when transferring an advance invoice installment to Invoicing), LN first searches for a matching tax exception. If the tax exception's tax percentage, tax country, BP tax country match for the installment line and the sales order lines, the tax exception's tax code is used on the installment line. Else, the tax code of the sales order lines is used.