SAP FICO AR Dunning


Dunning:

SAP FICO AR Dunning

Dunning means reminder:

When the customer does not make payment as per terms of payment we will issue dunning letters.

We are using system defined forms/letters

We are use the term called dunning area

Dunning area can be company whole/location/region

Dunning levels à Type of letters àMaximum available – 9 levels. We are using 4 levels.

Dunning intervals/frequency àexample: every 10 days

Grace period

Dunning charges àamount/percentage/level wise

Define dunning area:

Path:SPRO àFinancial accounting à Accounts receivable & Accounts payable àBusiness transactions à Dunning à Basic settings for dunning àDefine dunning areas.

Select new entries button


Give the company code: AML
Area: Max: 2 characters
Text: Dunning area for AML
Select save button (or) (ctrl + s)

Ignore the message press enter.

Save in your request
Define dunning procedure:

Path:SPRO àFinancial accounting à Accounts receivable and accounts payable àBusiness transactions à Dunning à Dunning procedure àDefine dunning procedures (Transaction code: FBMP)

Select new procedure button

Give the dunning procedure: AML

Name: Dunning procedure for AML

Give dunning interval in days: 10 days

No. of dunning levels: 4

Line items grace periods: 3 days

Interest indicator: Select 01

Select standard transaction dunning check box

Note:In case of vendors it has to take special G/L Transactions when we want to issue reminder letters to vendors.

Select special G/L Indicator button

Ignore the warning message

Enter

Under vendors select ‘A’ check box (Deselect)

Select back arrow

Select dunning text button

Give your company code: AML

Select custom radio button

Enter

Select new company code button

Give the company code: AML
Enter

Select separate notice per dunning level check box

Select back arrow 2 times

Select ‘yes’ button for the message to save the data

Save in your request

Select dunning text button once again

Company code AML and customer also selected automatically

Enter

Open one more session with (FBMP)

Double click on procedure 001

Select dunning text button

Give the company code: 0001

Select customer radio button

Enter

Come to the 1st session (copy & paste)

1st column: Dunning Level1 – Form F150 – DUNN -01
                                  Level2 – F150 – DUNN 01
                                  Level3 – F 150 – DUNN 02
                                  Level 4 – F150 – DUNN -02

Select dunning levels button

Select always dun check box for all the 4 levels
Select changes button
Currency: INR
Enter
Select back arrow
Select save button (or) (ctrl + s)
Ignore the warning messages press enter

Press enter to save in your request
Assign dunning procedure in customer master:

Path:Accounting àFinancial Accounting à Accounts receivable à Master records àMaintain centrally à change (XD02)

Give the customers No; 6200001

Company code: AML

Enter

Select company code data button

Select correspondence tab

Dunning procedure: Select AML

Save

Sales posting:(F-22)

Document and posting date: 25.08.2006
Type: DR
Company code: AML
Currency: INR
Posting key: 01
Give the account No: 6200001
Enter
Ignore the message press enter
Amount: 8888
Business area: AMH
Text: Sales posting
Posting key: 50
Account No: 300000 (Sales A/C)
Enter
Amount: ‘*’
Business area: AMH
Text: ‘+’
Document à Simulate and save







Dunning: (F150):

 Accounting à Financial accounting àAccounts receivable à Periodic processing à dunning (F150)      

Give the run on date: 01.09.2006

Identification: AML1

Select parameter tab

Give the dunning date: 01.09.2006

Documents posted up to: 01.09.2006

Company code: AML

Customer: 6200001 to 6300000

Save

Select back arrow

Select schedule button

Select start immediately check box

Out put device: LP01

Select schedule button

Go on press enter till you get the message dunning selection is complete

Select dunning print out button

Out put device: LP01

Select continue button

Select print button

Go on press enter till you get the message dunning print out is complete

Select dunning history button

Account type: Select D (Customers)

Company code: AML

Execute

Keep the cursor any where on the item – select display

Dunning notice bull

Keep the cursor on document No

Select print preview button

Give the out put device: LP01
Select continue button
Go and see the customer master (XD02)
Give the customer No: 6200001

Company code: AML


Enter.
Sales Tax:
Sales tax calculation:

            Basic               XXX
            Excise duty      XXX
                                    --------
                                     XXX
VAT on( basic + excise duty)
                                    --------
            Total                 XXX
                                    --------

Excise duty:

            Duty based on material
            This is shown I chapter ID

Input tax:                                                                              
            Price      – 100 Rs. – qty – 1 kg                     
            Basic      – 100 – inventory Raw Material                                                  
            4% VAT -    4 – VAT receivable A/C                                                                            
                              ------                                                                          
      Party A/C          104    VAT pool A/C
       Credit              ------

Out put tax:

            Sales price -200: qty: 1kg
            Basic         - 200 – Sales A/C
         VAT 12.5% -   25 – VAT Payable
                               ------
   Customer debit    225     VAT pool A/C
                              ------

Payment to sales tax dept:  25-4 = 21


Customization:

Define tax procedure:

Path:SPRO àFinancial Accounting à Financial accounting global settings àTax on sales/ purchases à Basic settings à check calculation

Procedure:

Double click define procedures

Select new entries button

Procedure: ‘K Tax’

Description: Sales tax India

Save

Save in your request

Select procedure K Tax

Double click on control data folder

Select new entries button.

Step 1

C Type: condition type: select BASB (Base amount)

Step 2:  condition type: MWVS (Input tax)
              From: 1to1

Account key: VST (Input tax)

Step 3: condition type: MWAS (Output tax)
                 From: 1 to1

Account key: MWS (Output tax)

Save
Assign country to calculation procedure

Same path

Select position button

Give the country: IN (India)

Enter

Assign the procedure: ‘K Tax’

Save

Save in your request

Creation of tax codes:

Path:SPRO àFinancial accounting à Financial Accounting global setting àTax on sales/ purchases à calculation à define tax codes on sales and purchases (Transaction code: FTXP)

Give the country: IN (India)

Enter

Give the tax code: VO

Enter

Give the description: VO: 0% Input taxes

Tax type: select V = Input tax

Enter

Input tax percent rate: Give 0 (zero)

Keep the cursor on out put tax percent rate: select deactivate line

Save (or) (ctrl + s)

Tax code: V1

Enter

Tax code: V1 (4% Input tax)

Tax type: Select V (Input tax)

Enter

Input tax percent rate: 4%

Keep the cursor on output tax percent rate: select deactivate line button

Save

Tax code: A0 (A & Zero)

Enter

Description: 0% output tax

Tax type: A (output tax)

Enter

Output tax percent rate: 0

Keep the cursor on Input tax percent rate 

Select deactivate line button

Save

Tax code: A1

Enter

Description: 12.5% Output tax

Tax type: A (Output tax)

Enter

Give the output tax: 12.5%

Keep the cursor on input tax percent rate: select deactivate line button.

Save



Assign tax codes for non- taxable transactions:

Path:SPRO àFinancial Accounting à Financial accounting global settings àTax on sales/purchases à posting à assign tax codes for non taxable
(Transaction code: OBCL)

Select position button

Give your company code: AML

Enter

For company code: AML: Assign input tax code: VO
                                                     Output tax code: AO

Save in your request

Creation of G/L Account – VAT Pool Account: (FS00):

Give the G/L Account No: 200155

Company code: AML

Select with template button

Give the G/L Account No: 200120

Company code: AML

Enter

Change short text to VAT Pool A/C

G/L Text long text – VAT Pool A/C

Select create/bank/Interest tab

Field status group: G041 (Tax office clearing account)

Save




Define Tax account:

Path:SPRO àFinancial Accounting à Financial Accounting global settings àTax on sales/purchases à posting à define tax accounts (Transaction code: OB40)

Double click on transaction VST (Input tax)

Chart of accounts: AML

Enter

Save (or) (ctrl + s)

Give the account No: 200155

Save: save in your request

Select back arrow

Double click on transaction MWS (Output tax)

Save

Give the account No: 200155

Save: save in your request



Assign tax codes in Sales Tax: (FS00)

Give the G/L Account No: 300000 (sales account)
Company code: AML
From the menu select G/L Account àchange
Select control data tab
Tax category: select * (All tax types allowed)
Select posting with out tax allowed check box
Save
Ignore the message
Press enter


In normal financial work in SAP is:

Define – Tax procedure
            - Tax codes
            - G/L Account
            - Assign G/L Account


MM

Purchase order

Material –

Qty: 1

Price – 100

Tax code: V1

Basic –           100

Tax code:V1 –   4 à VST à(200155)
   (4%)             -----
Vendor credit  104
                       ------
SD

Sales order

Material

Qty: 1

Price – 200

Tax code: A1

Basic -            200

Tax code: A1     25 à MWS à (2001550
   (12.5%)        -------
Customer debit  225
                        -------

Journal entry:
           
            Customers A/C                Dr     225            
                    To sales                                      200
                        VAT Pool A/C                          25

Posting of sale invoice (F-22)

Document date: 04.09.2006

Type: DR

Company code: AML

Posting key: 01

Account No: 6200001

Enter

Give the amount: 225

Select calculate tax check box

Business area: AMH

Text: Sales posting

Posting key: 50

Account No: 300000 (sales A/C)

Enter

Amount: ‘*’

Tax code: A1

Business area: AMH

Text: ‘+’

Document à Simulate

Double click on VAT Pool A/C line item

Business area: AMH

Text: ‘+’

Select save button (or) (ctrl + s)

No comments:

Post a Comment