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Vouchers Created From Procurement Card Are Flagged Tax Exempt When Should Not (Doc ID 2620638.1)

Last updated on MARCH 12, 2021

Applies to:

PeopleSoft Enterprise SCM Purchasing - Version 9.2 and later
Information in this document applies to any platform.

Symptoms

Voucher with multiple lines created from Procurement Card is Flagged Tax Exempt even when have lines in PCard Statement with Tax Paid flag unchecked and taxes informed.
If create voucher for single line (one Pcard Statement) the Tax Exempt is not flagged and the tax is appearing.

On the Procurement Card Transactions, there is a column called "Tax Paid" If the box is checked, it means already paid tax. If the box is unchecked, it means have to pay Use Tax when a voucher is created.

The issue can be reproduced at will with the following steps:


1. Load Pcard Stage
2. Run Load Statement
3. Visa statement load. Card Number: 1234567890
4. Select line 1 and go to Purchase detail. Tax Paid is checked. OK
5. Select Line 2 and go to Purchase Details. Tax Paid is checked.
  Unchecked ‘Tax Paid’ and go to Sales/Use Tax and inform the taxes
6. Select line 3 and go to Purchase detail. Tax Paid is checked. OK
7. Select line 4 and go to Purchase Details.Tax Paid is checked.
  Unchecked ‘Tax Paid’ and go to Sales/Use Tax and inform the taxes
8. Select line 5 and go to Purchase detail. Tax Paid is checked. OK
9. Approve VISA statements for Card Number: 1234567890 and save it.
10. Run Load Voucher Stage
11. Run Voucher Build
12. Voucher created as ‘Tax Exempt’ checked and should not.
13. Go to Sales/Use Tax Summary. All lines are exempt and should not. Lines 2 and 4 have taxes in Pcard Statements


Changes

 

Cause

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In this Document
Symptoms
Changes
Cause
Solution
References


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