Manual Receive with Tax

Enabling Tax tracking for Orders and Invoices

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 (including tax)
  • Enter Tax as tax amount from the invoice

For example, if the Invoice Amount is $117.00 and $17.00 of that is the Taxes incurred on the invoice, you will enter the Amount $117 and the Tax $17. This will not add $17 to the $117.

• 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.
  • Change Price as needed.
    • Initially, the Diff $ will be displayed as $0.00

• Select Review Received
  • Order Total + Tax should match invoice total.
  • The difference will show in red and should be the same amount as the tax amount.
  • Disregard the red notification and post the order.  
  • A success notice will appear when posted.
  • Proceed to review or export the invoice.

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