The following steps describe how to identify the right jurisdiction code values with the online processing method for Tax Determination.

1. Identify the right Tax Jurisdiction Codes with online processing or background processing:
   • With online processing

     1. Identify which open purchase orders need to have the jurisdiction code updated to the correct Tax Determination value. This can be done through standard transactions in SAP, for example, transaction ME2N. Make sure that you are selecting purchase orders related to the right company code.

     2. Go to the Cockpit and execute Check Jurisdiction Code for Open Purchase Orders and enter the following information.

        Check purchase orders

        Select this option to identify the correct jurisdiction code value of the purchase orders you want to update.

        Purchasing Document

        Enter the number of purchase orders that you want to check the jurisdiction code for. You can enter one document number, a range, or multiple specific document numbers.

        Company Code (optional)

        You can use this to filter the purchase orders that are linked only to a specific company code by entering one company code, a range of codes, or multiple specific codes.

        Created on (optional)

        Enter the date the purchase orders were created on in the system. You can enter one date, a range or multiple specific dates.

        Max. number of PO to check field

        You can enter a maximum number of purchase orders to check. The reason for this option is that running a lot of documents can result in a long processing time. You can leave this field blank to be able to check as many documents as needed and execute it in the background. When all the information is entered, go to Program > Execute in Background.

        Display only inconsistent purchase orders

        There might be cases in which the purchase orders already have the right Tax Jurisdiction Code. If you want to check only the ones that need to have the Tax Jurisdiction Code updated, keep this option selected.

     3. Execute the program.

     4. When the program has run, you will be able to view the current tax jurisdiction and the new correct value of the checked document.

     5. Go to List > Export > Spreadsheet to export this information to an Excel spreadsheet.

   • With background processing

     1. Follow the first two steps of the online processing method.

     2. Choose LOCL for the output device and X: Immediately for the print time.

     3. Click the Check mark icon to continue.

     4. Click Immediate, then Save. Make sure that the execution of the program has finished by checking transaction SM37, you can access the Check Jurisdiction Code for Open Purchase Orders program again through the Cockpit.

     5. To check the results of the Execution in Background, now select the Display checked purchase orders option, enter the information on the Selection screen and execute.

     6. If you only want to see inconsistent documents that need to be updated, choose the Display only inconsistent purchase orders option.

     7. When the program has run, you'll be able to view the current tax jurisdiction and the new correct value of the checked document.

     8. Go to List > Export > Spreadsheet

2. Update purchase orders.
   1. Open the Excel spreadsheet you created in the previous step.
   2. To update the jurisdiction code to the right value, you only need the columns PO number, PO Item and New Tax Jur. Delete the other columns then click Save.
   3. Go to the standard transaction MASS in SAP.
   4. Click the Object Type field and press F4.
   5. In the Match Code dropdown, double-click on the Object Type BUS2012.
   6. Click Execute.
   7. On the pop-up, click Continue.
   8. Click the Tables tab, then select Purchase Order Item.
   9. Click the Fields tab, then select Tax Jur MASSEKPO-TXJCD.
   10. Click Import Data from File, then upload the Excel spreadsheet you edited.
   11. In the pop-up, select With Header Line, then click Execute.
   12. Click the Diamond icon in column A.
   13. Double-click EBELN - Purchasing Document.
   14. Click the Diamond icon in column B.
   15. Double-click EBELP - Item.
   16. Click the Diamond icon in column C.
   17. Double-click TXJCD - Tax Jurisdiction.
   18. Click Execute, then click Save.
   19. Click the Check mark icon to continue.
   20. Check the log to make sure the update completed.
       Note:

       If an error happens, it may be caused by a problem with the Excel spreadsheet or directly with the purchase order. If it is a problem with the spreadsheet, review Step a. If the problem is with updating the purchase order, consult the SAP knowledge base.

3. Check if purchase orders are updated by checking the Tax Jurisdiction Code in open purchase orders or with transaction ME23N.
   • Checking the Tax Jurisdiction Code in open purchase orders

     1. Go to the Cockpit and execute Check Jurisdiction Code for Open Purchase Orders.

     2. To check if the purchase orders are now consistent, follow steps 1-4 from Identify the right jurisdiction code values with online processing.
        Note:

        The Display checked purchase orders option does not make any updates, it just shows you the values of the data from the last time you executed the program with the Check purchase orders option. If you execute the program using the Display checked purchase orders option after the update of the jurisdiction codes, it will still show the old values that needed to be updated. By executing with the Display checked purchase orders option, you will check the current jurisdiction codes that were updated in the previous step.

     3. If all the purchase orders were correctly updated, you will see them showing up with the status as Consistent.

        Note:

        If you run the program with the Display only inconsistent purchase orders option and no purchase order is displayed, it means all of them were updated with the correct Tax Jurisdiction Code.

   • With Transaction ME23N

     1. Go to transaction ME23N.

     2. Open the document that was updated in the previous step.

     3. You'll see the value of the new jurisdiction code.