Navigate to PPC Maintenance > Create Sales Tax as an Account
Create New Account name: Sales Tax
Check Tax box.
Enter 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 maintenance.
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 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 they are set under Ordering Home > Guide Set Up.
Select Review Received
Select PostReceived
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
Table of Contents
For additional questions or assistance please submit a support ticket by visiting the Decision Logic Help Center.