This screen can be used to capture the web services connection
information used by Vertex tax software.
It can be accessed from the window in the Company Taxing Parameters.
The prompts in the Vertex Connection Information window for Vertex -Version 'O' are:
This default can always be changed on the document in the Vertex Information window.
Uncheck this box to access Vertex by User Name and Password.
Note: If the Play company connection information is not
setup, it will try to use Train company connection, and vice
versa.
If neither Play nor Train are setup it will use the
Live connection for Play and Train companies
but all calculations will be done in "Quote" mode and will not be
stored nor affect reporting.
Parameters Impacted
When this processing is used certain standard company and division
features and options are restricted to the settings outlined in
Vertex Compatible Parameter Settings.
Vertex Address Validation:
Vertex tax processing uses the address on the document, and the
address of the store division, to formulate the appropriate tax
calculation.
If only a partial address is entered (i.e. no Postal/ZIP ),
Vertex attempts to use the information that is supplied, and if
multiple possible tax areas match because the address is too
general, then the Vertex error is triggered.
i.e. "Multiple Tax Areas Found" - more specific address information
must be supplied
Basic Vertex setup requires a valid address to be entered for
the store locations in Divisions.
Valid addresses that default to the documents, should also be
entered for customers in Customer
Information, and for sites in Customer
Site Information.
Vertex Information on the Document
The "Credit Date" in the Vertex Information window, can be used to apply tax rates from an earlier date to a credit transaction. When a negative charge is entered on a document, the tax calculations on the negative dollar amount will reflect the tax rates as of this Credit Date.
Note: The utility Vertex Tax Calculation Trace can be used to view the taxing information for a document that Vertex Software calculates and returns to Texada SRM.
The option to set the "Postal/Zip Code" and "Ship To City" to be mandatory input fields is controlled in the Required Document Information fields set in the Company Contract Parameters.
Tax Utilities
The Tax Codes table is populated
automatically with the Tax codes Y and NTX when the Vertex
processing is first activated. The G/L accounts for posting must be
entered manually. However any Tax rate % that is entered in this
table is ignored, as Vertex maintains the tax rates.
Province/State Codes is populated automatically when the Vertex processing is activated. Any discounts offered by Province or State are controlled by Vertex.
GEOCode Inquiry can be used to view
valid Vertex tax codes.
Contact Texada Support for further implementation information of this tax calculation feature.
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