Manual Receive with Tax
Enabling Tax Tracking for Orders and Invoices
Navigate to Maintenance > General > PPC Maintenance
Click the Accounts tab.
Click Edit to edit an existing account or click New.
If only editing, click the Tax box and Save.
Enter the Account Name.
Enter the Account Number if needed for Accounting exports.
The Active box should automatically be checked. Do not uncheck.
Check the Paid Out box if applicable.
Check the Tax box.
Click Save.
Assign Sales Tax Account to Vendors
Navigate to Maintenance > General > 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 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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