How To Fix WB2B_EXPENSE087 - Tax code cannot be determined for settlement document type &1

SAP Error Message - Details

• Message type: E = Error

• Message class: WB2B_EXPENSE - Global Trade Expenses

• Message number: 087

• Message text: Tax code cannot be determined for settlement document type &1

&CAUSE&,,
In the current configuration this settlement document type for a
supplier billing document (SBD) has been assigned a pricing procedure
that does <ZH>not </>include a condition type for the automatic
determination of tax codes. Tax codes are mandatory for creating an SBD
from an expense condition. In single accrual processing and collective
accrual processing, the system takes into account planned conditions
from the Trading Contract level.
&HINWEIS&
Tax codes cannot be maintained on the planned condition level.

System Response

As a tax code is mandatory for creating an SBD, the system does not
include conditions belonging to the mentioned SBD type for accrual
processing.

How to fix this error?

Assuming that you have the required authorization, you can use one of
the following solutions:
Create a new pricing procedure comprising condition types that
automatically determine the tax code. This means that only one tax
condition is included in the pricing procedure. For more information,
see:

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

<DS:SIMG.W_WB2B_0G38>Define Calculation Schema</> (for Purchasing)
<DS:SIMG.W_WB2B_0G41>Define Calculation Schema</> (for Sales)
Check that the assigned pricing procedure comprises a condition type for
the automatic determination of tax codes. To view condition types
assigned to the pricing procedure, choose:
<DS:SIMG.W_WB2B_0G38>Define Calculation Schema</> (for Purchasing)
<DS:SIMG.W_WB2B_0G41>Define Calculation Schema</> (for Sales)
and check the <ZK>Control Data</>.
To check the properties of the assigned condition types, choose
<DS:SIMG.W_WB2B_0G37>Define Conditon Types</> (Purchasing)
<DS:SIMG.W_WB2B_0G40>Define Conditon Types</> (Sales)
Adjust entries as required. The condition class must be <ZK>D</> (Taxes)
for the condition types.
Implement the method <ZK>change_before_document_create </>from the BAdI
WB2_ACCRUAL_EXPENSE_ENHANCE (available in the link below). The tax code
can be assigned to item level data in this method. For more information,
see
<DS:SIMG.WB2_ACC_EXP_ENHANCE>BAdI: Enhancements to Accrual Processing
in Expense Workbench</>
&HINWEIS&
If you use this implementation you can also overwrite the tax code that
is determined automatically by the pricing procedure.

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 WB2B_EXPENSE087 - Tax code cannot be determined for settlement document type &1 ?

  The SAP error message WB2B_EXPENSE087 indicates that the system is unable to determine the tax code for a settlement document of a specific type. This can occur in various scenarios, particularly when dealing with expense reports, travel management, or other financial transactions that involve tax calculations.
  Cause:
  
  Missing Tax Code Configuration: The tax code for the specific document type may not be configured in the system.
  Incorrect Document Type: The document type being used may not be set up correctly in the system for tax determination.
  Master Data Issues: The master data for the vendor, customer, or material may not have the necessary tax information.
  Tax Jurisdiction: The jurisdiction settings may not be correctly defined, leading to the inability to determine the appropriate tax code.
  Transaction Type: The transaction type may not be linked to a valid tax code in the configuration.
  
  Solution:
  
  
  Check Tax Code Configuration:
  
  Go to the transaction code OBYZ to check the tax code configuration for the relevant document type.
  Ensure that the tax codes are correctly assigned to the document type in question.
  
  
  
  Review Document Type Settings:
  
  Use transaction code OBA7 to review the settings for the document type. Ensure that it is configured to allow tax determination.
  
  
  
  Verify Master Data:
  
  Check the master data for the relevant vendor or customer to ensure that the tax information is correctly maintained.
  Use transaction codes like FK03 (Display Vendor) or FD03 (Display Customer) to review the tax information.
  
  
  
  Check Tax Jurisdiction Settings:
  
  Ensure that the tax jurisdiction settings are correctly defined. This can be checked in the configuration settings for tax determination.
  
  
  
  Consult with Tax Experts:
  
  If the issue persists, consult with your organization's tax experts or SAP consultants to ensure compliance with local tax regulations and proper configuration.
  
  
  
  Testing:
  
  After making the necessary changes, perform a test transaction to ensure that the tax code is now being determined correctly.
  
  
  
  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 determination and configuration for your specific version of SAP.
  Community Forums: Consider searching or posting in SAP community forums for additional insights from other users who may have encountered similar issues.
  
  By following these steps, you should be able to identify the root cause of the error and implement a solution to resolve it.