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Vertex O Series

Overview

This article describes how to configure the Vertex O Series tax service.

Before You Begin

Make sure you have completed the tasks described in Set Up Taxes.

Getting Here: Click Configuration > Integrations > Taxation Configuration

  1. Click New to set up an Vertex O Series-specific taxation configuration.
  2. Fill in all the required fields of a new taxation configuration (i.e. Status, Set Name, Set Description, and Countries).

For additional information, reference Create Taxation Configuration.

Note: Selected countries (in the right column) are the only countries that will be included for taxing in the Vertex O Series integration. All other countries (in the left column), are either taxed using another taxation method, or are not subject to any taxes.

  1. Choose Vertex O Series from the Method drop-down.

 

A new form populates, specific to the Vertex O Series configuration, with Tax Group Configuration and Tax Config Values sections to complete. Fill in all fields within these sections, detailed below, before clicking Save.

Tax Group Configuration

Complete each section within the Tax Group Configuration based on the tax groups chosen. See below for information on what input is required for each section.

  • LineItem/Product: Defines the line item or product. Consult your Vertex representative for more details.
  • Product/productClass: Defines the product class. Consult your Vertex representative for more details.

Tax Config Values

Configure the Tax Config Values section based on the tax groups chosen. For information on what input to provide for each field, see below.

Note: The Tax Config Value fields are at the client-level. If any information must be passed at the account level instead, then configure account supplemental fields and use the Supp Field Override field.

  • VertexURL: Full URL to the tax service.
  • Login/UserName: Login username for Vertex API access.
  • Login/Password: Login password for Vertex API access.
  • Login/TrustedId: An identifier supplied by an Enterprise Resource Planning (ERP) module.
  • Seller/Company: Identifies the top-level legal entity for which tax exceptions may exist.
  • Seller/Division: Identifies the mid-level legal entity for which tax exceptions may exist.
  • Seller/Department: Identifies the low-level legal entity for which tax exceptions may exist.
  • DocVersion: Vertex Document Version. Consult your Vertex representative for the correct document version.
  • Seller/TaxRegistrationNumber: Registration information for the Value Added Tax (VAT).
  • Customer/TaxRegistration/TaxRegistrationNumber: Registration information for VAT. (Version 6 only)
  • Customer/TaxRegistration/isoCountryCode: Registration country for VAT. (Version 6 only)
  • InvoiceRequest/Seller: Consult your Vertex representative for more information on the requirements for this field.
  • QuotationRequest/Seller: Consult your Vertex representative for more information on the requirements for this field.
  • Seller/PhysicalOrigin/taxAreaId: Vertex-specific number that identifies a tax area for the location "ship-from" or "first removed".
  • Seller/PhysicalOrigin/StreetAddress: Origin Street Address
  • Seller/PhysicalOrigin/City: The name of the city that determines the Tax Area ID (if none is supplied).
  • Seller/PhysicalOrigin/MainDivision: The name or postal abbreviation of the state, province, or territory used to determine the Tax Area ID if none is supplied.
  • Seller/PhysicalOrigin/SubDivision: The name of the county used to determine the Tax Area ID (if none is supplied).
  • Seller/PhysicalOrigin/PostalCode: The postal code used to determine the Tax Area ID (if none is supplied).
  • Seller/PhysicalOrigin/Country: The country used to determine the Tax Area ID (if none is supplied).
  • CustomerCode/classCode: A code used to represent groups of customers, vendors, dispatchers, or recipients who have similar taxability.
  • Customer/CustomerCode: A code to represent a customer, vendor, dispatcher, or recipient to indicate taxability. Consult your Vertex representative for more information on the requirements for this field.
  • Destination/taxAreaId: Vertex-specific number that identifies a tax area for the location "ship-from" or "first removed".
  • Destination/SubDivision: The name of the county used to determine the Tax Area ID if none is supplied.
  • FlexibleCodeFields: User-defined field for string values.
  • FlexibleNumericField: User-defined field for double values. Consult your Vertex representative for more information on the requirements for this field.
  • FlexibleDateFields: User-defined field for date values. Consult your Vertex representative for more information on the requirements for this field.
  • IgnoreActionTypes: Setting this to "tax" results in no taxes being recorded in Aria. Setting this to "post refund" results in no line amounts being recorded in Vertex.
  • ApplicationDataSender: Identifies the type of Application/Data being sent to the tax service. Please consult with your Vertex Account Representative for the appropriate values to enter for your business.
  • Include zero taxes in invoice tax detail: 
    • Yes: Include zero taxes in invoice tax detail.
    • No: Exclude zero taxes in invoice tax detail.​

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