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Manual Receive with Tax

Manual Receive with Tax

Enabling Tax Tracking for Orders and Invoices

Navigate to Maintenance > General > PPC Maintenance

  1. Click the Accounts tab.

  2. Click Edit to edit an existing account or click New.

    1-2. Accounts_New_Edit.png
    1. If only editing, click the Tax box and Save.

      2a. Edit_Tax_Save.png
  3. Enter the Account Name.

  4. Enter the Account Number if needed for Accounting exports.

  5. The Active box should automatically be checked. Do not uncheck.

  6. Check the Paid Out box if applicable.

  7. Check the Tax box.

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

 

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