This blog details a topic which is planned for delivery with a future release FP16 of SAP Customer Checkout 2.0 (scheduled for end of Q2,2023). The functionality are all subject to change and may be changed by SAP at any time for any reason without notice. The information in this
blog is not a commitment, promise or legal obligation to deliver any material, code or functionality.
Hello Everyone,
This is 2nd part of the blog series regarding integration of SAP Customer Checkout 2.0 FP16 to SAP BusinessOne for USA localization. The 1st blog can be read here.
In the 2nd part, which is more aimed at implementation consultants, i explain step-by-step with screenshots how to configure SAP Customer Checkout specific for US localization integration of SAP Business One. In this blog, i do not discuss about how to install SAP Customer Checkout, or SAP Customer Checkout manager, or integrate out-of-the-box with SAP Business One using SAP Business One Integration Framework(B1if). It is assumed that the integration is set-up and ‘check connection’ is working. For beginners, this blog ‘Getting started with SAP Customer Checkout and SAP Business One can help‘ can help.
In this current blog, we focus on US localization specific topics.
Step-by-step configuration
Let’s start with SAP Business One as i assume this is familiar territory for SAP Business One consultant. I have created 2 sales tax code. 1st called NYC with 8.875% and 2nd called US0 with 0% tax. I created 2 articles.1 with tax liable flag set, and another with tax liable flag false.
I created 2 Customers, 1 is tax status Liable and 2nd one tax status exempt.
Below are the screenshots for reference.
Sales tax code with 8.875% tax
Sales tax code with 0.000% tax
Article with tax liable flag set to true
Article with tax liable flag set to false
Customer with tax status liable
Customer with tax status Exempt
Tax Code Determination maintained in SAP Business One is not used by SAP Customer Checkout.
Finally the account/PettyCash used by SAP Customer Checkout for cash transaction or card transaction needs to be extracted from the SAP Business One OACT table. This data we will see later where to maintain in SAP Customer Checkout.
Now lets start with SAP Customer Checkout. You select the country as US-United States and select a state. This ask for a confirmation as we will switch some configuration for you- which i will mention next.
As a result of selection of United States as country,
we change the default currency to USD. screenshot below.
We maintain a field mapping USD=$. screenshot below.
We change the Taxation, Tax calculation mode, and Tax calculation trigger. screenshot below.
The currency is auto-selected to USD.
The field mapping is automatically maintained USD=$.
The tax calculation mode is automatically set.
Now you need to maintain 3 very important data. Tax codes, Petty Cash and Default Tax rate. Attached screenshot to assist you.
Tax Codes
Petty Cash. This is the general ledger account to which cash transactions are posted. Same is true for different card payments. The data in Master Petty Cash ID, General Ledger Account needs to be filled with data from SAP Business One. You need to take this data from OACT table like you showed above.
Default Tax Rate: This is the tax rate that will be applied to all items which are tax liable.
Now that all configuration is done, you are ready to synchronize data from SAP Business One to SAP Customer Checkout and posts receipt.
So we perform Article full synchronization and Customer full synchronization. I verify that Articles have reached SAP Customer Checkout. screenshot below. In the screenshot, you see the price field. This information is Price without tax.
*Note for consultants who are already familiar with SAP Customer Checkout: In this Taxation mode ‘tax jurisdiction based’ , we display in article search, Sales Item Grid, Discounts etc ‘price without tax’. This is different from ‘Country based VAT i.e. Europe’ where we always display and deal with prices which includes tax.
Now let’s try to start easy and sell an article which is tax exempt. And verify that it is posted to SAP Business One correctly like in screenshot below.
Now let’s sell an article which is taxable. And verify that it is posted to SAP Business One correctly like in screenshot below. There are screenshots one which shows data from Checkout, and 2nd one which shows data from SAP BusinessOne AR Invoice and Journal Entry. Like i mentioned in my 1st blog, SAP Customer Checkout knows only total tax information while SAP BusinessOne knows all the break-up.
In the next screenshot, you see the same article sold to a customer with tax status = Liable and one with tax status = Exempt.
Finally, the last screenshot. We do support switching the tax code for a particular sales item or the entire transaction. So show this i maintained an additional tax code, and i will use the function button ‘Apply tax rate to sales item’/’Apply tax rate to receipt’ and select the tax rate like US0(basically Exempt) or NSQ that i want to use.
Trouble Shooting – Living document 
1) Article is not synced to SAP Customer Checkout.
It is important that the tax code field in SAP Business One is empty. Though this field is not shown in the SAP Business One UI when you are in US mode, but in the database the field exists. And if the value is filled like CA,PA, then we do not use the default tax rate but search for tax rate like CA,PA in SAP Customer Checkout.
2) Tax liable articles are not synced but tax exempt articles are synced.
Kindly verify that you have maintained a default tax rate in SAP Customer Checkout as mentioned in the blog before. For tax liable articles we use the default tax rate.
3) I get an error in SAP Customer Checkout monitor.
There can be so many reasons for that.. but i hope this SAP Note from me will help you
https://launchpad.support.sap.com/#/notes/2693418
4) I need help. Either configuration issue or i found a bug.
For bugs create tickets using SAP Support tools. Component is IS-SE-CCO
For general help, use our SAP Community for questions.
5) I want to request a new feature
Kindly use our SAP Customer Influence. So far we have delivered 65 such requests.
This was a brief introduction to US localization specific implementation.
We support a lot of SAP Business One integration scenarios like Sales Order, Invoice Payment, customer Creation, Stock Overview, Serial Batch Number. They continue to work. If you are looking for what we support with SAP Business One this blog can help.
In this blog, you have learnt about configuration of SAP Customer Checkout and SAP BusinessOne focusing on out-of-the-box integration for USA.
