Sourcing Error 36 "Sales/Use Tax Default Information is Missing"

(Doc ID 2062257.1)

Last updated on APRIL 18, 2017

Applies to:

PeopleSoft Enterprise SCM eProcurement - Version 9.1 to 9.2 [Release 9]
Information in this document applies to any platform.

Symptoms

Problems Sourcing Requisitions Since Turning on Vertex

We have been running Epro/Purchasing for years without issue but now that we are in the process of implementing Vertex we are getting sourcing errors frequently during our testing.
We are unable to source a taxable and nontaxable item to the same PO without getting error 36. If we do all line items taxable or line items nontaxable we do not get the error.


ERROR
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Sourcing Error 36 "Sales/Use Tax Default Information is Missing"


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

1. Vertex turned on in Installation options and on the PO business unit.
2. Create a requisition with 2 items one taxable and one non-taxable. Both lines are shipping to the same location ‘300107’. * we do not use inventory*
3. Requisition is available for sourcing. Go to Main Menu-> eProcurement->Buyer Center-> Quick Source Requisitions and run the sourcing process.
4.I watch the status in ‘Run Results’ tab and get an error on the nontaxable line.
5. Now I change the status to “Reset Req and Purge”. I check the PO and see only 1 line.
6. I do not change any setup and I rerun the sourcing job.
7. This time the non taxable line sources without any error. This non taxable line sources onto a different PO.
No setup has changed so another clue that the first error message in not correct



Cause

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