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WS: 42: Vertex Sales Tax L Series Release 5.0 Compatibility with JD Edwards World Software (Doc ID 1058322.1)

Last updated on AUGUST 05, 2021

Applies to:

JD Edwards World Sales Order Management - Version A7.3 cume 4 and later
JD Edwards World Accounts Receivable - Version A7.3 cume 4 and later
JD Edwards World Procurement - Version A7.3 cume 4 and later
JD Edwards World Accounts Payable - Version A7.3 cume 4 and later
IBM i on POWER Systems

Details

JD Edwards and Vertex collaborate to provide Zip +4 capabilities to JD Edwards World and Vertex Sales Tax L Series customers.

As of August 2010, Vertex Sales Tax L Series 5.0.01 is compatible with the JD Edwards World software.
If you received Vertex Release 5.0 prior to August 2010, please contact Vertex Product Support to request Vertex Release 5.0.01 which is an updated version of Vertex Sales Tax L Series 5.0 software.

Vertex STL release 5.0.01 is able to process nine digit ZIP Codes for jurisdiction identification. The STL 5.0.01 release continues to support five digit ZIP code functionality as well as nine digit ZIP code functionality.

Actions

To accommodate processing of nine digit ZIP Codes via the Vertex Sales Tax L Series 5.0.01 release, Oracle has made available two updates for each World release, as follows:

A9.1 and A9.2 Releases:
A928952113
A928964015

A8.1 Release:
A818952112
A818964016

A7.3 Release:
A738952097
A738964017

You can download the updates pertinent to your release from the Update Center on My Oracle Support.

NOTE: After you install the first update, you must recompile program XSVTSXRF (File Server - VTSXRFL1 (Vertex Geo-Code master)) using your source library.

About the Updates

The first update serves to modify the GEOCode Selection program (P73GEO). The second update serves to accommodate the batch upload of GEOCodes to the Customer Master file (F0301) and Supplier Master file (F0401).

First Update – Interactive GEOCode Update

The first update, for example A928952113 for the A9.1 and A9.2 releases, serves to modify the JD Edwards GEOCode Selection program (P73GEO) to accommodate nine digit ZIP code processing. The system calls P73GEO when you press F15 (Retrieve Vertex GeoCode) from Customer Master Information (P01053) or Supplier Master Information (P01054).

Second Update – Batch GEOCode Updates

The second update serves to accommodate the batch upload of GEOCodes to the F0301 and F0401 for nine digit ZIP codes. The update includes the addition of two new JD Edwards World programs, as follows:

• Populate Vertex Customer file (P73043)
• Update GEOCodes for 9 Digit ZIP Codes (P73044)

Vertex has added a new customer file (CUSTZ9), and a new program (VTS025) in the STL 5.0.01 release to accommodate the batch upload process for nine digit ZIP codes.

Running the Batch Upload Process

The following tasks comprise the processes necessary to upload GEOCodes in batch mode once the Vertex STL 5.0.01 release has been applied:

• Upload GEOCodes in Batch Mode for Nine Digit ZIP Codes (new process)
• Upload GEOCodes in Batch Mode for Five Digit ZIP Codes (existing process)

Depending on your use of the nine or five digit ZIP code, you must run either one or both of the tasks noted above, as follows:

• If you maintain nine digit ZIP codes for all of your customers and suppliers, you will only need to run Upload GEOCodes in Batch Mode for Nine Digit ZIP Codes.

• If you maintain five digit ZIP codes for all of your customers and suppliers, you will only need to run Upload GEOCodes in Batch Mode for Five Digit ZIP Codes.

• If you maintain some address numbers with five digit ZIP codes and others with nine digit ZIP codes, you will need to run both processes, in the following order:

1) Upload GEOCodes in Batch Mode for Five Digit ZIP Codes
2) Upload GEOCodes in Batch Mode for Nine Digit ZIP Codes

Upload GEOCodes in Batch Mode for Five digit ZIP Codes (Existing Process)

The existing process to upload GEOcodes for address numbers with five digit ZIP codes remains the same. From the Vertex Sales and Use Tax menu (G731), perform the following tasks:

1) Choose Populate Vertex Disk File (P73041). Run this JD Edwards program to populate Vertex file CUSTEXT with selected address book numbers along with corresponding physical address information.

2) Choose GeoCoder System Operations (J73GCODER) to exit to the Vertex Inc. GeoCoder System menu. Choose Match GeoCoder File with Customer file. This Vertex program will populate the Vertex file CUSTFO with the appropriate GEOcode based on data from the CUSTEXT file.

3) Choose Update Address Book GeoCodes from Vertex file (P73042). Run this JD Edwards program to populate the F0301 and F0401 with the new GEOCodes from CUSTFO.

Upload GEOCodes in Batch Mode for Nine Digit ZIP Codes (New Process)

You must follow the steps below to implement the new process to upload GEOcodes to the F0301 and F0401 in batch mode for nine digit ZIP codes. From the Vertex Sales and Use Tax menu (G731), perform the following tasks:

1) Choose Populate Vertex File - 9 ZIP (P73043). Run this JD Edwards program to populate CUSTZ9 with each selected address book number and corresponding nine digit ZIP code from the JD Edwards address book files.

2) Choose Vertex System Operations (JZ3VTS) to exit to the Vertex Sales Tax Calculation Menu. Choose Match ZIP+4 File with Customer File. Run this new Vertex program to populate CUSTZ9 with the appropriate GEOCode for each address number.

3) Choose Update GeoCodes - 9 Digit ZIP (P73044). Run this JD Edwards program to populate the Customer Master and Supplier Master files (F0301 and F0401) with the appropriate GEOCodes.

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