Customization DS1307
Update PPV for TAX Lines
Problem Definition:
ACME needs a way to update their distributions for a non-inventory line on a PO Invoice. The line would have the word “TAX” in it and would be for $0.00. They need a way to update their distributions.
Step 1- No custom needed on this step. A PO is imported from ReqLogic:
Step 2- No custom needed on this step. A PO Receipt for that above PO is imported from ReqLogic:
Here are the SAMPLE distributions:
Step 3- They receive the Invoice from the Vendor. The Vendor does NOT charge them for the Tax. They pass through the Invoice from ReqLogic. It looks like this:
With these SAMPLE distributions:
CUSTOM REQUIREMENT: ACME needs a custom button that would do the following to the distributions:
- Change the PPV account to GP Account CORP11-3410. This is their Use Tax Owed Account.
- Update the Distribution Reference with a value such as the original PO Number.
Design Features:
Update PPV
The PO Invoice is imported from ReqLogic. The invoice will already be imported with the TAX line(s) set to $0, and the incorrect default PPV will already be set in the Distribution Entry window.
A new Additional menu option will be added to the Purchasing Invoice Distribution Entry window called Update PPV. Clicking Update PPV will open the Update PPV window.
| FIELD | FUNCTION |
| UPDATE | Clicking Update will update the PPV account numbers assigned to the TAX lines, add the Distribution Reference, and refresh the Distribution Entry window. |
| CANCEL | Closes the window without making any changes. |
| Account Number | Enter or select the account number to use. This field will default to CORP11-3210, but if necessary, can be changed. |
| Distribution Reference | Enter the value to use on the distribution line of this account number. |
For information on this design, or any other WilloWare customization or product, please contact us: