Changing the Tax Type of a Service Purchase Item

If an item is created in Receivables with a tax type (Pre-Tax or Post-Tax) that has changed, Pension Administration will send a credit memo with the same tax type to cancel the item and then it will send a new item with updated tax type. The credit will be sent to Receivables using the request code CNL. It will have the same installment number of the debit item that requires canceling. The new debit with the updated tax type will be sent to Receivables using the request code CRT, which the system uses to create new debit items.

When Receivables Update posts the match of the CNL credit and the item with original tax type, a message will be sent to Pension Administration that both activities were successful using the request code CNL.