SAP Tax and Revenue Management 1/4

Exercises

Unit: Form-Based Processes

Topic: Define Form

At the conclusion of this exercise, you will be able to:

 Define your Value Added Tax form using form bundles.

In the following exercise you will create the settings for your tax return
form. You will set-up the corresponding fields and generate the form from
the settings.

Go to the Implementation Guide with transaction SPRO: SAP Reference IMG Financial
Accounting (New)  Contract Accounts Receivable and Payable  Business Transactions
 Public Sector Tax Assessment  Form Processing  Forms  Define Forms

Define Scenario:
 Click on button to create your scenario: VAXX (XX is your group number)
 Description: VAT GroupXX (XX is your group number).
 Application: „T‟ for Tax and Revenue.
 Save your entries.
 Click Enter on the Prompt for Customizing request window. You will need to create
your own transport request to capture your configuration. Click on the icon that looks
like a piece of paper. Then create a description for example: VAT GroupXX-
Configuration.
 In the tree on the left hand navigate to the version (double click where it says
“Version”):

 Click on button .

Data to configure the Version:

 Enter valid from date 01.01.YYYY and valid to date 31.12.YYYY.
 Set flag “This scenario version is active” in case it is still not set.
Note: The default version number is called “zero”
 The entry type in “Entry Type in Web” should be “Entry Using Adobe PDF”.
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SAP Tax and Revenue Management 2/4

Do not generate your form at this time. You will come back after you have
entered your form view fields and generate your form.

 Save your entries.

 In the tree on the left hand navigate to the “Form Views” using double click.

 Click on button .

Define Form Views:

Define the form views as phases of form processing from view A to E. Enter an item number
for separation. The different views are important for further editing the form e.g. in Adobe
Designer and a role in Tax Officer Work Center processing.
Note: Here you enter the View (e.g. A or B, …, E) and the Item Number and then click Enter,
this will put the description up to the View Description field. You can use the button to
navigate to the next entry:
View View Description Item Number____
 A As filed Item Number: 10
 B As amended Item Number: 20
 C As calculated Item Number: 30
 D As corrected Item Number: 40
 E As audited Item Number: 50
 Save your entries.
 Click Enter on the Prompt for Customizing request window.

Define your Form View Fields:

READ all the notes in this section before beginning.

a.) Define the form view fields based on the implementation of fields
you want to edit in Adobe Designer and which are indispensable
for a complete process to work through.
b.) Define the character names with e.g. prefix “A_” to connect to
the form views you defined in the previous step. All views you
defined need to have details fields configured.
c.) It is a good idea to count the fields by entering a double-digit
number for each field, so you can enrich your form easily at any
time and keep the overview in complex scenarios.
To reference to a numeric field assign AMOUNT_PS to the
Dictionary Type as stated below.

In the following step you will configure the following fields:

 Standard rated supplies
 Zero rated supplies
 Total value
 Total exempt supplies
Use the characteristic category – dictionary type „Amount_PS‟.
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SAP Tax and Revenue Management 3/4

 After you have saved the Form Views navigate one step back where you can see the
form views listed. Select the first view „A‟ and double click on the left side on „Form View
Fields‟:

 Start with the As Filed values by clicking on button .

 Enter the submitted values below – you can navigate to the next entry screen using
button :
Note: Capture the “Sequential numbers of characteristics” 101 to 104 (according to field
numeration A_01_* to A_04_*).

For view As Filed:

You are in characteristic Description in form Dictionary type
A_01_STANDARD_RATE_SUPPLIES Standard Rate supplies AMOUNT_PS
A_02_ZERO_RATED_SUPPLIES Zero Rated supplies AMOUNT_PS
A_03_TOTAL_VALUE Total Value AMOUNT_PS
A_04_TOTAL_EXEMPT_SUPPLIES Total Exempt Supplies AMOUNT_PS
 Save your entries and navigate all the way back (3 Backs might be needed) to the “Forms
view overview” screen and select the line for View „B‟ As Amended.
 Double-click then on Form View Fields in the navigation tree.

 Click on button .
Note: Capture sequential numbers of characteristics 201 to 204 (according to field
numeration B_01_* to B_04_*).

For view As Amended:

You are in characteristic description in form Dictionary type
B_01_STANDARD_RATE_SUPPLIES Standard Rate supplies AMOUNT_PS
B_02_ZERO_RATED_SUPPLIES Zero Rated supplies AMOUNT_PS
B_03_TOTAL_VALUE Total Value AMOUNT_PS
B_04_TOTAL_EXEMPT_SUPPLIES Total Exempt Supplies AMOUNT_PS

Copyright 2011 SAP AG – All rights reserved 1/18/2013 2:11:00 PM

SAP Tax and Revenue Management 4/4

 Save your entries and navigate all the way back (3 Backs might be needed) to the forms
view overview and select the line for „C‟ Calculated Values.
 Double-click then on Form View Fields in the navigation tree. In the view Form View
Fields then click on button .
Note: Capture sequential number of characteristic 303 (according to field numeration
C_03_*).

For view As Calculated:

You are in characteristic description in form Dictionary type
C_03_TOTAL_VALUE Total Value AMOUNT_PS
 Save your entries and navigate all the way back (3 Backs might be needed) to the forms
view overview and activate the line for „D‟ Corrected Values. Click then on Form View
Fields in the navigation tree. In the view Form View Fields then click on button
.
Note: Capture sequential numbers of characteristics 401 to 404 (according to field
numeration D_01_* to D_04_*). Skip 403 because the field is not necessary.

For view As Corrected:

You are in characteristic description in form Dictionary type
D_01_STANDARD_RATE_SUPPLIES Standard Rate supplies AMOUNT_PS
D_02_ZERO_RATED_SUPPLIES Zero Rated supplies AMOUNT_PS
D_04_TOTAL_EXEMPT_SUPPLIES Total Exempt Supplies AMOUNT_PS

 Save your entries and navigate all the way back (3 Backs might be needed) to the forms
view overview and activate the line for „E‟ Checked Values. Click then on Form View
Fields in the navigation tree. In the view Form View Fields then click on button
.
Note: Capture sequential numbers of characteristics 501 to 504 (according to field
numeration E_01_* to E_04_*). Skip 503 because the field is not necessary.

For view As Audited:

You are in characteristic description in form Dictionary type
E_01_STANDARD_RATE_SUPPLIES Standard Rate supplies AMOUNT_PS
E_02_ZERO_RATED_SUPPLIES Zero Rated supplies AMOUNT_PS
E_04_TOTAL_EXEMPT_SUPPLIES Total Exempt Supplies AMOUNT_PS

 Save your entries and navigate all the way back to this screen:

Copyright 2011 SAP AG – All rights reserved 1/18/2013 2:11:00 PM