Services rendered date determination with relation to tax condition record determination
First we need to understand that Tax condition records are determined for the date of services rendered and NOT for the pricing date. This date is determined in the Sales and Distribution documents dependent on the process. It is well explained in the SAP Note 872449.
Today I will try to explain some typical SD process for a better understanding of services rendered date determination.
1 In the Sales document:
Sales document with a requested delivery date existed and the requested delivery date falls after the creation date of the document. ( see below )
The requested delivery date (16.06.2015) is after the creation date of the SO document (05.06.2015). In this case, the system uses the requested delivery date for the SD tax determination. (see below)
If it is not the case above, the creation date of the document is taken as the basis for the date of services rendered. For example, the following is a credit memo request process with no requested delivery date existed and the creation date of the document is 05.06.2015. The creation date of the document 05.06.2015 is used for the tax determination. (see below)
However, if you manually enter the date of services rendered in the header or item level, this manual entry date has the priority for the tax determination. (see below)
2 In the delivery-related billing document and the goods issue date existed, the date of services rendered is transferred from the goods issue date and then used in tax determination.
If no goods issue date exists, the billing date is used. For example, in the order-related billing, the system uses the billing date as the date of services rendered.
The reason I emphasize ‘sales document’ is because the billing date could be changed in the VF01 screen but the manual entry here didn’t take any effect for tax determination. For example, I manully enter 24.06.2015 as the billing date in VF01 ( see below ). The date of service rendered is still taken from the billing date of the sales document instead.
However, if you manually enter the date of service rendered in VF01 screen, this manual entry takes priority in tax determination. ( see below )
For more details of service rendered date determination, please also check SAP Note 872449 – f) Date of services rendered.