Displaying Taxes in MM

Displaying the goods receipt document

1. Call up the transaction as follows:

Menu Path	Logistics ® Materials Management ® Inventory Management ® Material Document ® Display
Transaction Code	MB03, FB03

2. Enter the following data:

Field	Data
Material doc.	Number of a GR document
Mat. doc. year	Current year

3. Choose .
4. Choose Accounting docs...
5. In the dialog box, choose Accounting document.

The system displays the GR document.

6. Choose .
7. To close the dialog box, choose .
8. Choose until the overview tree appears.

Displaying the invoice receipt document

1. Call up the transaction as follows:

Menu Path	Logistics ® Materials Management ® Logistics Invoice Verification ® Further Processing ® Display Invoice Document
Transaction Code	MIR4, FB03

2. Enter the following data:

Field	Data
Invoice doc. number	Number of IR document
Fiscal year	Current year

3. Choose .
4. Choose Follow-on documents.
5. In the dialog box, choose Accounting document.
6. Choose .
7. To close the dialog box, choose .
8. Choose until the overview tree appears.

Scenario 1: Invoice with sales tax (tax code I1)

1. Display the goods receipt document.

In this example, the invoice was for 104.00 and included taxes, which are to be paid to the vendor. Notice that the taxable value is reflected in the inventory value The document should be as follows:

	Account	Description
DR	300000	Inventory (G/L account)	104.00
CR	191100	GR/IR (G/L account)	104.00

2. Display the invoice receipt document.

The document should be as follows:

	Account	Description
CR	3920	Vendor	104.00
DR	191100	GR/IR (G/L account)	104.00

3. By choosing Goto
® Tax data, you can see which jurisdiction code and which tax rates were used.

Scenario 2: Invoice without sales tax (tax code I0)

1. Display the goods receipt document.

In this example, the invoice amount was 100.00 and no taxes were included. The document should be as follows:

	Account	Description
DR	300000	Inventory (G/L account)	100.00
CR	191100	GR/IR (G/L account)	100.00

2. Display the invoice receipt document. The document should be as follows:

	Account	Description
CR	3920	Vendor	100.00
DR	191100	GR/IR (G/L account)	100.00

3. By choosing Goto
® Tax data, you can see which jurisdiction code and which tax rates were used.

Scenario 3: Invoice with use tax (tax code U1)

1. Display the goods receipt document.

In this example, the invoice is for 100.00. The tax is the responsibility of the person making the purchase and is not paid to the vendor. Notice that the taxable value is reflected in the inventory value The document should be as follows:

	Account	Description
DR	300000	Inventory (G/L account)	104.00
CR	191100	GR/IR (G/L account)	104.00

2. Display the invoice receipt document. The document should be as follows:

	Account	Description
CR	3920	Vendor	100.00
DR	191100	GR/IR (G/L account)	104.00
CR	175001	State sales/purchase tax (G/L account)	4.00

3. By choosing Goto
® Tax data, you can see which jurisdiction code and which tax rates were used.

Scenario 4: Invoice without use tax (tax code U0)

1. Display the goods receipt document.

In this example, the invoice amount was 100 and no taxes were included. The document should be as follows:

	Account	Description
DR	300000	Inventory (G/L account)	100.00
CR	191100	GR/IR (G/L account)	100.00

2. Display the invoice receipt document. The document should be as follows:

	Account	Description
CR	3920	Vendor	100.00
DR	191100	GR/IR (G/L account)	100.00

3. By choosing Goto
® Tax data, you can see which jurisdiction code and which tax rates were used.