How To Fix 9J1UFDI538 - The tax document &3 has posting date &1 in tax reporting period &2

SAP Error Message - Details

• Message type: E = Error

• Message class: 9J1UFDI - Messages for Ukraine E-Invoices

• Message number: 538

• Message text: The tax document &3 has posting date &1 in tax reporting period &2

What causes this issue?

You can only create a Tax Invoice of type CM4 if its reporting period is
later than the date of the incoming XML file.

System Response

The system issues an error message and will not allow you to continue with this transaction until the error is resolved.

How to fix this error?

Procedure for System Administrators

Error message extract from SAP system. Copyright SAP SE.

Smart SAP Assistant

• What is the cause and solution for SAP error message 9J1UFDI538 - The tax document &3 has posting date &1 in tax reporting period &2 ?

  The SAP error message 9J1UFDI538 indicates an issue related to tax reporting, specifically concerning the posting date of a tax document in relation to the defined tax reporting period. Here’s a breakdown of the cause, potential solutions, and related information:
  Cause:
  
  Posting Date Issue: The posting date of the tax document (&1) falls outside the defined tax reporting period (&2). This means that the document is being processed in a period that is not valid for tax reporting.
  Configuration Settings: The tax reporting periods may not be correctly configured in the system, leading to discrepancies between the posting date and the allowed reporting periods.
  Document Status: The document may be in a status that does not allow it to be processed for the specified period.
  
  Solution:
  
  Check Posting Date: Review the posting date of the tax document. Ensure that it falls within the valid tax reporting period. If necessary, adjust the posting date to align with the reporting period.
  Review Tax Reporting Period Configuration: 
  
  Go to the configuration settings for tax reporting periods in SAP (Transaction code: OB29 or similar).
  Verify that the tax reporting periods are correctly defined and that the period in question is open for posting.
  
  
  Adjust Document Status: If the document is in a status that prevents it from being processed, consider changing its status or reversing it if necessary.
  Consult with Finance Team: If you are unsure about the correct posting date or period, consult with your finance or accounting team to ensure compliance with tax regulations.
  Use Transaction Codes: Utilize relevant transaction codes (like FB03 for document display) to review the document details and make necessary adjustments.
  
  Related Information:
  
  SAP Notes: Check SAP Notes for any known issues or patches related to this error message. SAP Notes can provide additional context or solutions.
  Documentation: Review SAP documentation regarding tax reporting and posting periods to ensure compliance with local regulations.
  User Roles and Authorizations: Ensure that the user has the necessary authorizations to make changes to tax documents and reporting periods.
  
  If the issue persists after following these steps, it may be beneficial to engage with SAP support or your internal SAP team for further assistance.