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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For additional questions or assistance, please submit a support ticket by visiting the Decision Logic Service Center.

 



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