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E1: 73: Understanding the Vertex Sales Tax Q Series Interface (Doc ID 625447.1)

Last updated on FEBRUARY 02, 2024

Applies to:

JD Edwards EnterpriseOne Accounts Payable - Version XE and later
JD Edwards EnterpriseOne Procurement and Subcontract Management - Version XE and later
JD Edwards EnterpriseOne Service Management - Version XE and later
JD Edwards EnterpriseOne Accounts Receivable - Version XE and later
JD Edwards EnterpriseOne Sales Order Entry - Version XE and later
Information in this document applies to any platform.

Purpose

 

Vertex is a third party software vendor selling/supporting Vertex Sales Tax Q Series for companies that need to collect and report sales and use tax to various jurisdictions.

JD Edwards EnterpriseOne provides a standard tax processing functionality as part of the base software. The standard functionality, however, does not allow for an automatic update of tax rate changes, specialized exemption conditions, or reporting requirements on a regular basis.

For information regarding configuration with Vertex Sales Tax O Series contact Vertex. O Series configuration and integration support is provided by Vertex. For additional information refer to Vertex O Series Integration with JD Edwards EnterpriseOne (Doc ID 1413867.1)

Details

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In this Document
Purpose
Details
 Overview
 Using Vertex Sales Tax Q Series With EnterpriseOne
 Tax Explanation Codes
 Understanding GeoCodes in EnterpriseOne
 Utilizing the Tax Decision Maker (TDM) to Set Up Exceptions
 Vertex Tax Register
 Tax Rules by Company
 Understanding Tax Processes for Stock and Nonstock Items
  Hierarchy for Product Category IDs and Transaction Types
 Assigning Non-Stock Product Categories to Order Types
 Invoice Date Used for Tax Calculation
 Information Passed to Vertex for Service Orders and Contracts
 Understanding AAIs for Vertex Sales Tax Q Series
 AAI Items PT for Accounts Payable
 AAI Items 4250 and 4350 for Sales Order Management, Service Management, and Procurement
 Other Setup Considerations
 Vertex Sales Tax Q Series Logging
 UDC 73/ST
 UDC 73/EC
References

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