How To Fix ME564 - In case of subsequent settlement, please check tax code

SAP Error Message - Details

• Message type: E = Error

• Message class: ME - Purchasing: General Messages

• Message number: 564

• Message text: In case of subsequent settlement, please check tax code

What causes this issue?

Translation: see MN552
Scheduling agreement item &V3& is relevant to
<DS:GLOS.subsequent_settlement>subsequent (end-of-period rebate)
settlement accounting</>
Rebate arrangement types (e.g. &V2&) stipulating that supplier business
volume figures are to be updated at the time of -&V1&- exist in the
system.
For this purpose, the tax code in the scheduling agreement item must be
known to the system.

System Response

Depending on the type of this system message (warning, error), you may
be able to save the scheduling agreement. However, problems are likely
to arise in connection with follow-on functions (see below).

How to fix this error?

Check the tax code. Without a tax code, it may not be possible to update
the cumulative supplier business volumes at the time of "PO/scheduling
agreement" or "goods receipt".
Since the price determination process does not take place until a later
point in time, the system cannot decide whether condition records
requiring subsequent settlement really are relevant to this item.
Posting the document without a tax code (in the event that this system
message is a warning) will cause a message to appear in the integrated
inbox of the employee responsible when the system tries - and fails - to
update the cumulative supplier business volumes.

Error message extract from SAP system. Copyright SAP SE.

Smart SAP Assistant

• What is the cause and solution for SAP error message ME564 - In case of subsequent settlement, please check tax code ?

  The SAP error message ME564, which states "In case of subsequent settlement, please check tax code," typically occurs during the settlement of purchase orders or production orders when there is an issue with the tax code configuration or its application in the context of subsequent settlement.
  Cause:
  
  Incorrect Tax Code: The tax code assigned to the purchase order or production order may not be valid for the transaction type or may not be configured correctly in the system.
  Missing Tax Code: The tax code might be missing in the relevant master data (e.g., vendor master, material master).
  Inconsistent Tax Configuration: The tax configuration in the system may not align with the requirements for subsequent settlement.
  Document Type Issues: The document type used for the purchase order or production order may not support the tax code being applied.
  Country-Specific Tax Regulations: There may be specific tax regulations for the country that are not being met.
  
  Solution:
  
  
  Check Tax Code Configuration:
  
  Go to the transaction code OB40 to check the tax code configuration.
  Ensure that the tax code is valid and properly configured for the relevant transaction types.
  
  
  
  Review Purchase Order/Production Order:
  
  Open the relevant purchase order or production order and check the tax code assigned.
  Ensure that the tax code is appropriate for the items being settled.
  
  
  
  Vendor and Material Master Data:
  
  Check the vendor master data (transaction code XK03) to ensure that the tax information is correctly maintained.
  Similarly, check the material master data (transaction code MM03) for any tax-related settings.
  
  
  
  Document Type Settings:
  
  Verify the document type settings in the configuration (transaction code OMJJ) to ensure that the document type allows for the use of the specified tax code.
  
  
  
  Consult with Tax Experts:
  
  If the issue persists, consult with your finance or tax department to ensure compliance with local tax regulations.
  
  
  
  Testing:
  
  After making any changes, perform a test settlement to ensure that the error is resolved.
  
  
  
  Related Information:
  
  SAP Notes: Check for any relevant SAP Notes that may address this specific error or provide additional guidance.
  Documentation: Review SAP documentation related to tax codes and subsequent settlement processes.
  Community Forums: Engage with SAP community forums or support channels for insights from other users who may have encountered similar issues.
  
  By following these steps, you should be able to identify and resolve the cause of the ME564 error in SAP.