Manual Receive with Tax
Enabling Tax tracking for Orders and Invoices
Navigate to PPC Maintenance > Create Sales Tax as an Account
Create a New Account Name: Sales Tax
Check the Tax box.
Enter the Account number if needed for Accounting exports.
Assign Sales Tax Account to Vendors
Navigate to PPC Maintenance > Vendor Accounts
Assign Sales Tax account to all vendors needing to track Sales Tax.
Note, currently Decision Logic only supports 1 tax account per vendor.
Enter Manual Receive
Ordering Home > Enter Manual Receive
Select Receive Method: Receive from an Order Guide
Select the Distributor to Receive from
Check Create invoice
It is not necessary to select Vendor to apply a cost since that will be inherited from the PPC Vendor mapped to the Distributor in Distributors <aintenance.
Enter Amount as total invoice amount (pre-tax)
Enter Tax as tax amount from the invoice
Select Next to proceed to the Order Guide
Begin Adding the Quantity of items to be received
Select Next or a different location from the drop-down to add more items
Items will display in the Location and order which are set under Ordering Home > Guide Set Up.
Select Review Received
Select Post Received
Review the Invoice
Navigate to Invoice History > View Invoice
The invoice will display with Sales Tax amount
Export the Invoice
Navigate to Exports > PPC Invoices
Select your parameters in the Invoice Export interface.
Select Export
An Excel file will download.
Open the Excel file.
Invoice Export will contain a separate line for Sales Tax
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