Understanding the Hierarchies for Tax Benefit Code

Use the Hierarchy for Tax Benefit Code program (P76B005) to define, manage, and audit a flexible hierarchy of rules for assigning a Tax Benefit Code (cBenef) and its Print Message to Nota Fiscal transactions.

The hierarchy allows the system to select the most specific applicable benefit code at runtime based on transaction attributes, such as state, transaction nature, fiscal classification, customer (Ship To), ICMS Tax Situation, Suffix, or item number. Each hierarchy entry defines a conditional mapping that is valid for a specific date range. The system first looks for a record that matches the combination of state, ICMS tax situation, transaction nature, suffix transaction nature, the ShipTo address book number, and the effective date. If a matching record is found, the system retrieves the tax benefit code from that record. If no record is found with this combination, the system moves to the next level of search with combination of fields marked with a ‘yes’ in the second line of the table below, which in this case means that the system searches for a combination of state, ICMS tax situation, transaction nature, suffix transaction nature, item, and the effective date.

The system continues searching for a matching record, moving through each level in the sequence, until it reaches the search criteria in the last row of the table.

Sl. No.	State	ICMS Tax Situation	Transaction Nature	Suffix Transaction Nature	ShipTo	Item	Fiscal Classification	Effective Date
1.	Yes	Yes	Yes	Yes	Yes	No	No	Yes
2.	Yes	Yes	Yes	Yes	No	Yes	No	Yes
3.	Yes	Yes	Yes	Yes	No	No	Yes	Yes
4.	Yes	Yes	Yes	Yes	No	No	No	Yes
5.	Yes	Yes	No	No	Yes	No	No	Yes
6.	Yes	Yes	No	No	No	Yes	No	Yes