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E1: 73: Understanding the Vertex Tax Decision Maker (TDM) (Doc ID 625548.1)

Last updated on MARCH 06, 2018

Applies to:

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

Purpose

This document is part of an Information Center - to see other documents related to Sales, please use the links provided below:

Information Center: Overview of JD Edwards EnterpriseOne Sales Product > Information Center: Using JD Edwards EnterpriseOne Sales Product > Note 625548.1

The Vertex Calculation Module is designed to tax all customers, all products, and all jurisdictions at the standard rates by default. The Tax Decision Maker (TDM) enables the taxes to be tailored for special product, customer, and jurisdiction requirements. The customers, products and jurisdictions that are setup in the TDM are exceptions to the default taxability rule.

Set up for the TDM is supported by Vertex and outlined in documentation provided by Vertex. Additional set up specific to using the TDM with EnterpriseOne software is required. The set up information is included in this document.

Seven TDM tables can be set up in Vertex:

Each TDM table is specific to Company Code and Division Code.

Details

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In this Document
Purpose
 Information Center: Overview of JD Edwards EnterpriseOne Sales Product > Information Center: Using JD Edwards EnterpriseOne Sales Product > Note 625548.1
Details
 Vertex Tax Decision Maker (TDM)
 General Setup
 Create Menu
 Company/Division
 Customer/Class
 Product
 Jurisdiction Menu
 Collect Tax In... (Master)
 Jurisdiction Exception
 Company Locations
 Customer Menu
 Customer Tax Exceptions
 Exemption Certificates
 Product Menu
 Product Tax Exemptions
 Rate Menu
 Exception Rates (Override)
 Non-Stock Product Categories
 TDM Hierarchy
 Reports
 Troubleshooting TDM Exceptions
References

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