Contents

Title and Copyright Information

Preface

• Audience
• Downloading Oracle Communications Documentation
• Documentation Accessibility
• Document Revision History

1 About Calculating Taxes

• About Taxation
  • Choosing the Tax Calculation Method
  • Choosing When to Calculate Taxes
  • About Pipeline Taxation
  • About Tax Calculation for Account Groups
  • About Tax Calculation for Adjustments, Disputes, and Settlements
• Calculating Taxes by Using Third-Party Tax Software
  • About Third-Party Tax Software
  • About BRM Tax Managers
  • About Supplying the Data Needed for Calculating Taxes
    • About Specifying Tax Codes
    • About Tax Suppliers
    • About Tax Exemptions
  • Updating Your Tax Software
• Calculating Taxes by Using Policy Opcodes
• Calculating Flat Taxes by Using the taxcodes_map File
• About Defining Tax Suppliers
  • Defining Tax Suppliers and Loading Them into the BRM Database
  • Entries in the pin_tax_supplier.xml File
  • Example pin_tax_supplier.xml File
• About Specifying When to Tax Events
  • Enabling Taxation During Real-Time Rating or Billing
    • Enabling Taxation Globally
    • Specifying Taxation In Your Real-Time Rate Plans
• Recording Taxes in the General Ledger (G/L)
• Reversing Tax Balance Impacts
• Tax Information Stored for Each Event
• Configuring How BRM Calculates Taxes
  • About Validating Customer Addresses
  • Reporting Zero Tax Amounts
  • Itemizing Taxes by Jurisdiction

2 Setting Up Pipeline Manager Taxation

• Configuring Your System to Tax Events Rated by a Batch Pipeline
• Enabling Taxation in Pipeline Rate Plans
• Setting Up Tax Rates
  • Defining Tax Information in Pricing Center
  • Configuring Tax Rates in the Tax Code Mapping File
• Setting Up Pipelines to Tax Events
  • Configuring Pipelines to Apply Flat Taxes
  • About Applying a Flat Tax by Using the ISC_TaxCalc iScript
  • About Consolidating Tax Data by Using the FCT_BillingRecord Module
• Sample Flat Tax Configurations
  • Applying Flat Taxes to Outcollect Roaming Calls
  • Applying Flat Taxes to Third-Party Content Usage

3 Setting Up Tax Calculation for Vertex

• About Implementing Tax Calculation
• Installing Vertex Manager or Vertex Quantum Manager
• Installing the Vertex Software
• Configuring the Vertex Software
  • Configuring the Sales Tax Q Series Shared Libraries
    • Specifying Storage Manager Shared Library for Sales Tax Q Series
  • Configuring the Communications Tax Q Series Shared Libraries
    • Specifying Storage Manager Shared Library for Communications Tax Q Series
• Configuring the Vertex DM
  • Configuring the Vertex DM for Sales Tax Q Series
  • Configuring the Vertex DM for Communications Tax Q Series
• Setting up Tax Supplier Information
  • Defining Tax Suppliers
  • Providing Tax Supplier Data in a tax_supplier_map File
  • Specifying Divisions for Tax Suppliers
• Providing Entries for Vertex Tax Codes in the taxcodes_map File
• Configuring the CM for Vertex Tax Calculation
  • Specifying Vertex DM Connection Entries in CM Configuration File
  • Specifying whether to Validate ZIP Codes
  • Defining a Default Ship-From Locale
  • Specifying How to Calculate Taxes
  • Specifying the Location of the tax_supplier_map File
  • Specifying the Location of the taxcodes_map File
  • Itemizing or Summarizing Taxes for Each Jurisdiction Level
    • Numbering Differences in Vertex-to-BRM Jurisdiction Code Mapping
• Verifying That Taxes Are Being Calculated

4 Customizing Tax Calculation

• How BRM Calculates Taxes
  • Calculating Taxes
    • Tax Calculation Error Handling
  • Tax Calculation Policy Opcodes
  • Calculating Taxes without Recording Them
  • Performing Address or VAT Certificate Validation
  • Calculating Taxes during Billing
• About Customizing BRM Taxation
• Retrieving Tax Calculation Data
  • Retrieving a List of Tax Codes
  • Retrieving a List of Tax Suppliers
  • Retrieving Tax Supplier Data
  • Retrieving Tax Location Data
• Using Custom Tax Rates
• Retrieving Additional Tax Data from Vertex Communications Tax Q Series
  • Default Tax Data Returned by Vertex Communications Tax Q Series
  • Requesting Additional Data from Vertex Communications Tax Q Series
  • Retrieving Additional Tax Data
  • Storing the Requested Vertex Tax Data in the BRM Database
    • Creating a Custom Storable Class for Vertex Tax Data
    • Storing Vertex Tax Data in Your Custom Storable Class
• Modifying Tax Data Before Calculating Taxes
  • Customizing Vertex Communications Tax Q Series to Override ZIP Codes
  • Customizing Vertex Communications Tax Q Series to Provide Custom Input Tax Data
    • Source Code for Customizing PCM_OP_RATE_POL_PRE_TAX
• Modifying Tax Data after Calculating Taxes
• Using Geocodes to Calculate Taxes
• Adding Tax Information to Accounts
  • Validating Tax Information

5 Calculating Taxes Utilities

• load_tax_supplier