Tax for order header-based installments
Several installment lines can be linked to a sales installment order.
The following tax data must always match between the installment lines and the sales order lines:
- Tax Country
- Tax Code
- Business Partner Tax Country
An exception to this are the installment lines of the type Advance Invoice. The tax code for these installment lines can differ from the tax code of the sales order lines, provided the tax percentage, tax country, BP tax country, and ledger account match.
Tax for Advance Invoice installments
To automatically retrieve a specific tax code for Advance Invoice installment lines in the Sales Order Installments (tdsls4110m000) 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 installment line is created, LN first searches for a matching tax exception. If the tax exception's tax percentage, tax country, BP tax country, and ledger account 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.