Integrating With Taxware Enterprise

This chapter provides an overview of configuration tasks required to integrate PeopleSoft with the Taxware Enterprise tax solution and discusses how to:

Click to jump to parent topicUnderstanding PeopleSoft Integration With Taxware Enterprise

PeopleSoft communicates with Taxware Enterprise through the PeopleSoft Integration Broker. To integrate with the Taxware Enterprise tax solution, you must perform the following configuration steps:

  1. Set up your local integration gateway and load the gateway connectors.

    The Integration Broker uses the HTTPTARGET connector to communicate with Taxware Enterprise.

    See Enterprise PeopleTools PeopleBook: Integration Broker, "Managing Integration Gateways"

  2. Activate the TAX_INTEGRATION service operation queue.

  3. Activate the service operations and routings:

    See Managing Service Operations, Enterprise PeopleTools PeopleBook: Integration Broker

    See Managing Routing Definitions, Enterprise PeopleTools PeopleBook: Integration Broker

  4. Activate the PSFT_TAX node.

  5. Set Taxware as the Tax Vendor on the PeopleSoft Financials/Supply Chain Installation Options page and set the appropriate Taxware Enterprise options on the Tax Provider Installation page.

    See Setting Up PeopleSoft Installation Options for Taxware Enterprise.

    Note. When you switch from one Tax Vendor Application to another, such as switching from Taxware Sales and Use Tax to Taxware Enterprise, any geocodes associated with address records in the PeopleSoft database must be upgraded before tax calculations can be sent to the tax vendor software. The Tax Provider Installation page will display the geocode upgrade process status. You should run the process, allow it to complete successfully, or fix any errors that occur, before proceeding.

  6. Configure Billing, Order Management, and Purchasing business units to calculate sales and use taxes through a tax vendor and set business-unit level tax vendor options.

    See Setting Up Third-Party Tax Solutions.

Click to jump to parent topicConfiguring Taxware Enterprise Integration

This section discusses how to:

Click to jump to top of pageClick to jump to parent topicPages Used to Configure Taxware Enterprise Integration

Page Name

Definition Name

Navigation

Usage

Queue Definitions

IB_QUEUEDEFN

PeopleTools, Integration Broker, Integration Setup, Queues

Activate the TAX_INTEGRTION service operation queue.

Service Operation - General

IB_SERVICE

PeopleTools, Integration Broker, Integration Setup, Service Operations

Activate the service operations.

Service Operations - Routings

IB_SERVICETRNGS

PeopleTools, Integration Broker, Integration Setup, Service Operations

Click the Routings tab.

Activate the routings.

Node Definitions

IB_NODE

PeopleTools, Integration Broker, Integration Setup, Nodes

Activate tax node .

Click to jump to top of pageClick to jump to parent topicActivating the TAX_INTEGRATION Service Operation Queue

Access the Queue Definitions page (PeopleTools, Integration Broker, Integration Setup, Queues).

For the TAX_INTEGRATION queue, verify that Queue Status is Run.

Click to jump to top of pageClick to jump to parent topicActivate the Service Operations

Access the Service Operations - General page (PeopleTools, Integration Broker, Integration Setup, Service Operations, General).

PeopleSoft delivers service operations in PeopleSoft Integration Broker with a default status of Inactive. You must activate each service operation before attempting to send or receive data from a third-party source, such as Taxware. To setup a service operation use the information in the table below and refer to the setup instruction in the PeopleSoft Supply Chain Management Integrations 9.1 PeopleBook, "Implementing Integrations" chapter, Setting Up Service Operations section.

Service Operation

Direction and Type

Handlers

Chunking Available?

Integrates With

GET_GEOCODE_REQ

Outbound

Synchronous

  

No

third-party system, for example Taxware Enterprise

DO_TAXCALC_REQ

Outbound

Synchronous

  

No

third-party system, for example Taxware Enterprise

See Setting Up Service Operations.

See Enterprise PeopleTools PeopleBook: Integration Broker

Click to jump to top of pageClick to jump to parent topicActivating the Routings

Activate the Service Operations - Routings page.

Activate the DO_TAXCALC_REQ and the GET_GEOCODE_REQ routings for the PSFT_TAX node.

See Manage Routing Definitions, Enterprise PeopleTools PeopleBook: Integration Broker

Click to jump to top of pageClick to jump to parent topicActivating the PSFT_TAX Node

Access the Node Definitions page (PeopleTools, Integration Broker, Integration Setup, Nodes, Node Definitions).

Verify that the PSFT_TAX node is active.

See Adding and Configuring Nodes, Enterprise PeopleTools PeopleBook: Integration Broker

Click to jump to parent topicSetting Up PeopleSoft Installation Options for Taxware Enterprise

The Set Up Financials/Supply Chain, Install, Tax Provider Installation page provides the following options for Taxware Enterprise:

Note. To display options for Taxware Enterprise, Taxware must be chosen as the Tax Vendor on the Overall Installation Options page and Taxware Enterprise as the Taxware Tax Application on the Tax Provider Installation page.

Tax Vendor Call Options

Select whether taxes rules will be applied to individual lines or to an entire invoice. The options are:

  • Doc Level: apply tax rules to entire invoices.

  • Line Level: apply tax rules line-by-line.

The Doc Level option allows you to take advantage of invoice and multiline maximum tax rules in some jurisdictions, but when you choose the Doc Level option, returns and credits must be carried out by issuing a full invoice credit and rebill.

The Line Level option allows more flexibility when issuing credits and returns, but prevents you from taking advantage of maximum tax rules at the invoice or multiline level. This option should be chosen when it is not an acceptable practice to issue a full invoice credit and rebill when an individual line must be credited.

Tax Vendor Call – Payables

Select how tax rules are applied when sales and use tax liabilities are calculated in the Accounts Payable application. Tax rules on transactions from Purchasing are always applied line by line, regardless of the value in this field.

Tax Vendor Call – Sales

Select how tax calculation transactions from the Billing application are sent to Taxware. Transactions from Order Management that are fully paid at sales order entry time also use this value; otherwise, they will always be sent line by line.

Tax Vendor Upgrade Status

Displays the status of the process run when the tax vendor application is changed. The process updates the geocodes associated with addresses in PeopleSoft.

Message Node Name

Set to the node setup for the exchange of messages between the PeopleSoft Integration Broker and Taxware Enterprise. Typically, the node name is PSFT_TAX.

Tax Exemption Override Allowed

Allows tax exemption certificates to be maintained in PeopleSoft. If tax exemption overrides are not allowed, exemptions must be maintained within the Taxware application.

Click to jump to parent topicTesting the Taxware Enterprise Integration

To test the Taxware Enterprise integration, click the Test Tax Install button on the Tax Provider Installation page. Enter the organization code defined in Taxware Enterprise in the box that appears. The system will send a test transaction to Taxware and should report a Geocode and nonzero tax amount. If an error message appears or the tax amount is zero, then there is a problem with the tax installation that must be corrected.