How To Tax Breakup 2004 2B in

SAP Business One Tax Break-up for document printing India
Release 2004.2B
July 2006
English
How to show Tax Break-up in

document printing for SAP Business
One 2004.2B
July 2006 Version 2.0 Page 1 of 15

Objective: Print Tax break-up in documents ................................................................3

Solution ........................................................................................................................5
Step 1: Create a new template.................................................................................5
Step 2: Add Repetitive area in the template.............................................................5
Step 3: Identify the Tax Category.............................................................................6
Step 4: Create Identification fields in PLD template.................................................7
Step 5: Retrieval of Tax Amount ..............................................................................9
Step 6: Calculating the total Excise Amount for the document ................................9
Step 7: Retrieval of other tax components from the document ..............................10
Step 8: Formatting..................................................................................................10
Step 9: Creation of Text fields to show the headings.............................................12
Step 10: Display Text only if relevant tax applicable for document ........................12
Step 11: Final Formatting.......................................................................................13
Result .........................................................................................................................15

Objective: Print Tax break-up in documents

In marketing documents printing, it is important to show the tax break-ups for each
tax type separately and normally it should be shown in the format available below. In
our example we take an Invoice with 2 line items
Here the total Tax amount is shown for each line item and the breakup can be seen
by clicking on the arrow next to the Tax Amount field
If I drill down to tax amount in row 1, it shows as below
And for row 2, the tax details are as shown below

The requirement is to show the tax details in the Invoice printing as given below
S. No Description Qty Price per Qty Assessable Value

1 Wine 50 150 7500.00
2 Mobile Phone 1 24000 24000.00
Assessable Value 31500.00

Excise 5140.80
-------------------------------------
Subtotal 36640.80
-------------------------------------
CST/ VAT 1465.63
-------------------------------------
TOTAL AMOUNT 38106.43
-------------------------------------
Excise amount of 5140.80 is sum total from both rows (1224.00+ 3916.80)
CST amount of 1465.63 is sum total from both rows (348.96+ 1116.67)

Solution
Step 1: Create a new template
Open A/R Invoice and click on Print Layout designer icon to launch the window with
list of templates, open an existing template and save a copy with a different name.
Set this new copy as the default layout.
Step 2: Add Repetitive area in the template

Open this layout for editing by clicking on OK. This will also enable the Print Layout
Designer menu items
Note: In AR invoice the default information in the report is from OINV and INV1. Now
we want to retrieve the Tax break-up details for which the table is INV4 for A/R
Invoice. Similarly for A/P invoice the tax break-up will be in PCH4
Add Repetitive Area – Because you need to create another section in order to
retrieve the required information

Step 3: Identify the Tax Category

To retrieve the Tax amount, we need to identify the Tax Category for which we go to
the Query generator and select table OSTT and execute

In this database, for CENVAT, CST and Octroi the ID of Nota Fiscal Tax Category is
4, -4 and -2 respectively (please note it could be different in your database).
Step 4: Create Identification fields in PLD template

Now go back to the PLD template and add a new text field in this new repetitive area.
In the field properties enter the ID of 4 derived in the previous step
Now create a data field
When you click on properties of this data field (double click), the tables related to Tax
are not visible by default (2004.2B version). In the data tab if you click on the File
drop down, you will not be able to retrieve this table. So cancel the properties window
and launch it again. Then press tab to navigate to the File field without clicking with
mouse. Now press on Alt+ Down arrow key which will show all the tables from the
database.

Select Sales Tax Authorities Type table and the field ID of Nota Fiscal Tax Category
Create a calculation field with Type as Formula and select Data field defined earlier
in Field 1 and Text field in Field 2.

Step 5: Retrieval of Tax Amount

Now create a data field to pick the Tax amount from the Document Tax info table. In
the File select A/R Invoice – Document Tax Info table and select the field Tax
Amount which will retrieve the tax value from the document
Next create a calculation field. In Field 1, select the formula field created in Step 4
and in Field 2 select the field created in the earlier in step 5 as shown below
Step 6: Calculating the total Excise Amount for the document

Now to calculate the total Excise amount for the document, create a new calculation
field below the formula field created in step 5.
In the field properties, tab Calc, in the field Type select column total and in the
Column field, select the Formula field defined in the step 5

Step 7: Retrieval of other tax components from the document

Follow Steps 4-6 to retrieve CST/ VAT and any other tax component applicable for
the document
Step 8: Formatting
To get the Invoice in the required format create a Calculation field in the area ‘End of
Report’. Select Type as Column Total and in the Column field select Total, which will
show the total value of all the line items on which the taxes are to be calculated
(Assessable value)

Create another field in the End of Report section to show the Excise Amount below
the Assessable value amount. The field Type is Column Summary and in the column
select the Formula defined for summing up the CENVAT amount
For Subtotal calculation of Assessable value and Excise amount, create another
formula field and select the two formula fields defined earlier for showing assessable
value and excise amount

Repeat the process in step 8 to calculate the other components of tax in the
document like CST/ VAT, Octroi etc.
Step 9: Creation of Text fields to show the headings

Create text fields to show the headings
Step 10: Display Text only if relevant tax applicable for

document
Now there could be a scenario, where not all the documents have Octroi tax. In this
scenario, you would not like to show the text field Octroi if there is no Octroi tax
applicable for the document. For this go to the field properties of the Calculation field

used to calculate the total Octroi for the document and note down the Exclusive No
from the General tab.
Now select the Octroi Text field properties and in the General Tab, put this number in
the field “Link to Field”
This will ensure that the Octroi text is printed only if there is Octroi tax calculation in
the document, otherwise not.
Step 11: Final Formatting

Hide all the information not required to be printed in the Invoice but was used to
generate the invoice in the required format. For hiding select the field properties
window and uncheck Visible in General tab. I hide the Tax field and the entire
Repetitive Area 1 added in the step 2

The final report template will look like

Result
The report when generated will be as shown below, one without Octroi and another
with Octroi

How To Tax Breakup 2004 2B in

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SAP Business One Tax Break-up for document printing India

How to show Tax Break-up in

July 2006 Version 2.0 Page 1 of 15

Objective: Print Tax break-up in documents ................................................................3

July 2006 Version 2.0 Page 2 of 15

Objective: Print Tax break-up in documents

If I drill down to tax amount in row 1, it shows as below

And for row 2, the tax details are as shown below

July 2006 Version 2.0 Page 3 of 15

S. No Description Qty Price per Qty Assessable Value

Assessable Value 31500.00

July 2006 Version 2.0 Page 4 of 15

Step 2: Add Repetitive area in the template

July 2006 Version 2.0 Page 5 of 15

Step 3: Identify the Tax Category

July 2006 Version 2.0 Page 6 of 15

Step 4: Create Identification fields in PLD template

Now create a data field

July 2006 Version 2.0 Page 7 of 15

July 2006 Version 2.0 Page 8 of 15

Step 5: Retrieval of Tax Amount

Step 6: Calculating the total Excise Amount for the document

July 2006 Version 2.0 Page 9 of 15

Step 7: Retrieval of other tax components from the document

July 2006 Version 2.0 Page 10 of 15

July 2006 Version 2.0 Page 11 of 15

Step 9: Creation of Text fields to show the headings

Step 10: Display Text only if relevant tax applicable for

July 2006 Version 2.0 Page 12 of 15

Step 11: Final Formatting

July 2006 Version 2.0 Page 13 of 15

The final report template will look like

July 2006 Version 2.0 Page 14 of 15

July 2006 Version 2.0 Page 15 of 15

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