Freight tax type

[Chap Harrison]

I'm importing the SALES and RECEIPTS journals to PT.

PT has begun to kick out my SALES line items for Freight charges, for no apparent reason. The error message simply identifies "Tax Type" as the field in error.

The Help for Sales Journal Fields (Import/Export) states:

Numeric (Whole) – The tax type for a line of distribution, valid numbers are 0 to 27. If the distribution is a freight charge, the export value is 27. 0 is used for a tax distribution.


I am using Tax Type 27.

Aside from that it looks pretty much like any other line item, with these distinctions:

Quantity = 0
Item ID = (null)
GL account = 405 (not real clear about implications here, if any)
Unit Price = 0.00
Inventory Acct = (null)
Cost of Sales Account = (null)

Does anyone see anything wrong here?

Thanks
Chap

[rick Prindivill]

Enter one sample invoice and receipt, then export this single transaction. Open the exported CSV file, using the likes of Excel and then compare the file values against your original import file.

[Chap Harrison]

Thanks... it exported 26, not 27.

What baffles me is that originally I used 27 successfully; it stopped working after a while and I found (by exporting and examining sample data) that it now wanted 26 instead; THAT stopped working after a while and reverting to 27 worked. Now it wants 26 again!

The doc clearly specifies 27 for Freight.

Any idea what's going on here?

[rick Prindivill]

Tax types start in the program with the visible setting of 1 but behind the scenes it actually starts with 0. In short all of these values are adjusted by a value of 1 on the screen versus the actual programming value. Behind the scene 0 - 26 and on the screen 1- 27.