This chapter contains these topics:
Section B.2, "Sales Order Processing Tax Calculations - Program VTS110"
Section B.3, "Accounts Receivable Tax Calculations - Program VTS110"
Section B.6, "Sales Order Processing Tax Calculations - Program VTS110"
Section B.7, "Accounts Receivable Tax Calculations - Program VTS110"
The Link/Parm area is the link between JD Edwards World files and the Calculation Module. All the information Vertex needs to accurately calculate taxes is passed from World to the Calculation Module and then all the appropriate information is passed back.
Vertex provides the link areas as an external interface to the Vertex Calculation Module, which carries selected information to Vertex and returns tax information to the user.
The following tables describe how JD Edwards World populates the Link/Parm Area. The columns in the tables contain information as follows:
The I/O column identifies the field as an "input to" or an "output from" the Vertex system.
The Field Name and the Field Description columns contain the file names and descriptions, respectively, for the Vertex parameters.
The A/N/P column indicates a field's attributes (alpha, numeric, or packed).
The Comments column contains information about the Vertex field.
The JD Edwards World/Vertex Sales Tax Interface passes address information from JD Edwards World to the Vertex GeoCoder system. The GeoCoder system determines the GeoCode(s) for the address and returns it to the JD Edwards World system.
| I/O | Field Name | Field Description | Size | A/N/P | JD Edwards World Field Name | Comments |
|---|---|---|---|---|---|---|
| LSTABB | State Abbr. | 2 | A | ABADDS | Although the JD Edwards World field is a three-character field, only the first two characters of the JD Edwards World field are used.
Special Processing (for Canadian addresses): If the country code (ABCTR) for the address is equal to the Canadian country code PS$VCN (passed as a parameter), substitute CN in this field. Note: The Canadian country code field is set up in the Vertex Constants (F7301) table. |
|
| I | LCITYN | City Description | 30 | A | Use the last non-blank line of the six address lines (ABADD1-ABADD6) for the city name. The city name is limited to 30 characters, whereas the JD Edwards World city name is up to 40 characters long. | |
| I | LZIP | Postal Code | 5 | A/N | ABADDZ | Only the first five characters of this field are used. |
| O | LRETID | Return Code | 5 | A/N | 1 = Matched Records
2 = Possible Matched Records 3 = Unmatched Records 4 = State Match Only 5 = Print Report |
|
| O | LFILL | Filler | 2 | A/N | Leave blank. | |
| O | LGEO1 | GeoCode #1 | 9 | N | Mapped to PSTXA1 described above. | |
| O | LCOUN1 | County Name #1 | 10 | A | Used for multi-county selection. | |
| O | LMCO1 | Multi-County Code #1 | 1 | A/N | If returned value of 1, assign tax area prefix of M for multi-county.
If LMC01 = 1, the GeoCode Select Window (PVIGEO) displays so you can select the appropriate GeoCode. |
|
| O | LZIPR1 | Postal Code Range #1 | 10 | A/N | Used for multi-county selection. | |
| O | LGEO2 | GeoCode #2 | 9 | N | Used for multi-county selection. | |
| O | LCOUN2 | County Name #2 | 10 | A | Used for multi-county selection. | |
| O | LMCO2 | Multi-County Code #2 | 1 | A/N | Unreferenced. | |
| O | LZIPR2 | Postal Code Range #2 | 10 | A/N | Used for multi-county selection. | |
| O | LGEO3 | GeoCode #3 | 9 | N | Used for multi-county selection. | |
| O | LCOUN3 | County Name #3 | 10 | A | Used for multi-county selection. | |
| O | LMCO3 | Multi-County | 1 | A/N | Unreferenced. | |
| O | LZIPR3 | Postal Code Range | 10 | A/N | Used for multi-county selection. | |
| O | LGEO4 | GeoCode #4 | 9 | N | Used for multi-county selection. | |
| O | LCOUN4 | County Name #4 | 10 | A | Used for multi-county selection. | |
| O | LMCO4 | Multi-County Code #4 | 1 | A/N | Unreferenced. | |
| O | LZIPR4 | Postal Code Range #4 | 10 | A/N | Used for multi-county selection. | |
| O | LGEO5 | GeoCode #5 | 9 | N | Used for multi-county selection. | |
| O | LCOUN5 | County Name #5 | 10 | A | Used for multi-county selection. | |
| O | LMCO5 | Multi-County Code #5 | 1 | A/N | Unreferenced. | |
| O | LZIPR5 | Postal Code Range #5 | 10 | A/N | Used for multi-county selection. | |
| O | LGEO6 | GeoCode #6 | 9 | N | Used for multi-county selection. | |
| O | LCOUN6 | County Name #6 | 10 | A | Used for multi-county selection. | |
| O | LMCO6 | Multi-County Code #6 | 1 | A/N | Unreferenced. | |
| O | LZIPR6 | Postal Code Range #6 | 10 | A/N | Used for multi-county selection. | |
| O | LCUSTN6 | Customer ID | 20 | A/N | Used for multi-county selection. |
| I/O | Field Name | Field Description | Size | A/N/P | Comments | Specific Instructions |
|---|---|---|---|---|---|---|
| I | LJUR01 | Ship-to GeoCode | 9 | N | Pass field SDTXA1. | |
| I | LJUR02 | Ship-to inside or outside city limits | 1 | A/N | 1 = inside the city (default)
0 = outside city limits |
The passed value is formatted by interpreting the prefix of SDTXA1:
V = 1 - inside M = 1 - inside O = 0 - outside |
| I | LJUR03 | Ship-from GeoCode | 9 | N | /* Retrieve the Address Book Number of the detail branch/plant */
Use XS41001 common subroutine to retrieve the branch/plant constants using SDMCU. If the return code is N, move *Blanks to the LJUR03 else /* Retrieve the Address Book record */ Use the XF0101 common subroutine to retrieve the address book record using the address book number (CIAN8) retrieved from the branch/plant constants. If the Return Code is normal, move A5TXA1 to LJUR03, else move blanks to LJUR03 End; End; |
|
| I | LJUR04 | Ship-from-in-out | 1 | A/N | 1 = inside the city (default)
0 = outside city limits |
The passed value is interpreted as described for field LJUR02, using the A5TXA1 of the ship-from branch/plant. |
| I | LJUR05 | Order Acceptance GeoCode | 9 | N | Defaults to the ship-from GEO | /* Retrieve the address book number of the header branch/plant */
Use XS41001 common subroutine to retrieve the branch/plant constants using SHMCU. If the return code is = N, move *blanks to the LJUR05 else /* Retrieve the address book record */ Use the XF0101 common subroutine to retrieve the address book record using the address book number (CIAN8) retrieved from the branch/plant constants. If the return code is normal, move A5TXA1 to LJUR05 else, move blanks to LJUR05 End; End; |
| I | LJUR06 | Order Acceptance in-out | 1 | A/N | 1 = inside the city (default)
0 = outside city limits |
The passed value is interpreted as described for field LJUR02, using the A5TXA1 of the order header branch/plant. |
| I/O | Field Name | Field Description | Size | A/N/P | JD Edwards World Field Name | Comments |
|---|---|---|---|---|---|---|
| I | LINV01 | Invoice Number | 12 | A/N | SDDOC (Document Number), if not equal to zero. If SDDOC is equal to zero, use SDDOCO (Sales Order Number). | |
| I | LINV02 | Invoice Date | 8 | A/N | Required (the invoice date - CCYYMMDD) | Use SDIVD (Invoice Date) if not equal to zero. If SDIVD is zero, use SDTRDJ. If SDTRDJ is also equal to zero, use today's date (UDATE). |
| O | LINV03 | Invoice Gross Amount | 13,3 | N | Three decimal places | The returned value is mapped to the JD Edwards World field #XAG (gross amount). |
| O | LINV04 | Total Tax | 13,3 | N | Three decimal places | The returned value is mapped to the JD Edwards World field #XSTAM (Tax Amount). |
| O | LINV05 | Combined Rate | 6 | N | Six decimal places | The returned value is mapped to JD Edwards World field #XTXR5 (Tax Rate Authority 5) |
| I | LINV06 | Invoice Control # | 5 | A/N | SDDOCO (Sales Order Number). |
| I/O | Field Name | Field Description | Size | A/N/P | JD Edwards World Field Name | Comments |
|---|---|---|---|---|---|---|
| I | LCUS01 | Customer Code/ID | 15 | A/N | A user defined field used to check the customer's taxability using the Tax Decision Maker Customer table. | SDSHAN (Ship to Customer Number). |
| I | LCUS02 | Customer Exempt Flag | 1 | A/N | Blank = let Calculation Module determine taxability of customer using Tax Decision Maker
1 = Customer is tax-exempt If a customer is tax-exempt, the entire invoice is exempt from tax. |
If the order line is coded as tax exempt (SDEXR1 = E), pass 1.
Otherwise, pass blank. |
| IO | LCUS03 | Customer Exempt Certificate. # | 15 | A/N | An input-output field that works in conjunction with field LCUS04. The exempt certificate numbers coded in the Vertex tables are not in the JD Edwards World Address Book. | Pass value of blanks. This field contains the returned certificate number. |
| I | LCUS04 | Customer Certificate Flag | 1 | A/N | 1 = Calculation Module will retrieve certificate number from Exemption subtable and populate this field on the Vertex Tax Register table. | Pass 1 - The tax exempt certificate number is returned in JD Edwards World field LCUS03. |
| I/O | Field Name | Field Description | Size | A/N/P | JD Edwards World Field Name | Comments |
|---|---|---|---|---|---|---|
| I | LCOM01 | Company Code | 5 | A/N | Default = 00000 | Use the company code of the ship-from business unit or branch/plant in the Sales Order Detail table (F4211). |
| I | LCOM02 | Division/ Store Code | 5 | A/N | Default = 00000 | Based on the setup in the Vertex Constants table (F7301), retrieve the appropriate category code from the address book record of the ship-from business unit or branch/plant. For example, if the address book Category Code Number field is set to 5, use category code 5 (ABAC05) from the address book. |
| I | LCOM03 | Register File Indicator | 1 | A/N | 0 = No register record is written
1 = Register record is written 2 = Register record is rewritten if a duplicate record is encountered |
0 for all programs except for the General Ledger Post (P09871). Use 1 for the General Ledger Post. |
| I | LCOM04 | Filler | 4 | A/N | Blanks. | |
| I | LCOM05 | Filler | 3 | A/N | Reserved | Blanks. |
| O | LCOM06 | Return Code | 2 | A/N | Reserved | If a value is returned, test against the table of warning messages. If it is a warning, accumulate the Gross Amount (#XAG). If an error, bypass the Gross Amount. |
| I | LCOM07 | File Access Mode | 1 | A/N | B = Batch mode (default)
I = Interactive |
B = batch programs
I = interactive programs. |
| I | LCOM08 | Number of occurrences | 2 | N | Default = 01 | Blanks. |
| I | LCOM09 | Filler | 8 | A/N | Reserved for future use. | Blanks. |
| I/O | Field Name | Field Description | Size | A/N/P | JD Edwards World Field Name | Comments |
|---|---|---|---|---|---|---|
| O | LTRN01 | Taxed GeoCode Indicator | 1 | A/N | Taxes calculated for:
T = ship-to location F = ship-from location O = order acceptance location |
Unreferenced. |
| O | LTRN02 | Status Code | 1 | A/N | To be defined. | Unreferenced. |
| I | LTRN03 | Invoice Line Item # | 5 | A/N | SDLNID - move without decimals. For example, line number 1.010 in JD Edwards World should be moved as 1010. | |
| I | LTRN04 | Transaction Type | 6 | A/N | Possible values:
PURCH SALE (default) LEASE RENTAL SERVIC |
The passed values is determined by the order type/line type defined through Non-Stock Product Categories table (F7305).
SALE = default value |
| I | LTRN05 | Transaction Sub-Type | 3 | A/N | Further identifies the transaction type, for example, property, freight, expense, labor, and so on. | Blanks, unreferenced. |
| I | LTRN06 | Transaction Code | 1 | A/N | N = normal (default)
A = adjustment B = tax-only debit C = tax-credit R = distribute rate X = distribute tax |
Blanks, unreferenced. |
| I | LTRN07 | Transaction Date | 8 | N | default = current system date | Blanks, unreferenced. |
| I | LPRO01 | Product Category Code | 15 | A/N/A | A user defined field used to check the product's taxability using the Tax Decision Maker Product table. | Based on the setup in the Vertex Constants table (F7301), retrieve the appropriate item category code from the Item Balance table (F4102) using the XF4102 file server. Also uses Non-Stock Product Category for non-stock items. Called Product Category/ID in the Tax Decision Maker. |
| I | LPRO02 | Line Item Exempt Flag | 1 | A/N | 1 = exempt this particular line item from tax
blank = let Calculation Module determine the line item's taxability |
If SDTAX1 = Y, pass value of blank. (Allow TDM table to determine exempt status.)
If SDTAX1 = N, pass value of 1 = exempt. |
| I | LPRO03 | State Taxability Flag | 1 | A/N | blank = Vertex determines state tax liability
0 = no state tax liability 1 = state tax liability |
Blank, unreferenced. |
| I | LPRO04 | County Taxability Flag | 1 | A/N | blank = Vertex determines county tax liability
0 = no county tax liability 1 = county tax liability |
Blank, unreferenced. |
| I | LPRO05 | City Taxability Flag | 1 | A/N | blank = Vertex determines city tax liability
0 = no city tax liability 1 = city tax liability |
Blank, unreferenced. |
| I | LPRO06 | District Taxability Flag | 1 | A/N | blank = Vertex determines district tax liability
0 = no district tax liability 1 = district tax liability |
Blank, unreferenced. |
| I | LPRO07 | Quantity | 11,4 | P | Four decimal places | SDSOQS quantity shipped (scrub to 4 decimals). Always pass a positive quantity (reverse sign for credits). |
| I | LPRO08 | Extended Price Amount | 13,3 | P | Three decimal places | SDAEXP extended line price (scrub to 3 decimals). |
| I | LPRO09 | State Tax Inclusion Flag | 1 | A/N | 0 = State tax not included in amount (default)
1 = State tax included in amount |
Blank, unreferenced. Applies only for Canada. If the tax is already included in the extended price, it needs to be distributed among state, county, city and district. |
| I | LPRO10 | County Tax Inclusion Flag | 1 | A/N | 0 = County tax not included in amount (default)
1 = County tax included in amount |
Blank, unreferenced. |
| I | LPRO11 | City Tax Inclusion Flag | 1 | A/N | 0 = City tax not included in amount (default)
1 = City tax included in amount |
Blank, unreferenced. |
| I | LPRO12 | District Tax Inclusion Flag | 1 | A/N | 0 = District tax not included in amount (default)
1 = District tax included in amount |
Blank, unreferenced. |
| I | LPRO13 | User Area | 25 | A/N | For customer use. This field shows on Vertex reports. | Blanks. |
| I/O | Field Name | Field Description | Size | A/N/P | JD Edwards World Field Name | Comments |
|---|---|---|---|---|---|---|
| O | LSTA01 | Taxed Amount | 7 | P | Three decimal places | The highest value of LSTA01, LCOU01, LCIT01, LDIS01 is mapped to JD Edwards World field #XATXA (Taxable Amount) |
| O | LSTA02 | Non-taxable Amount | 7 | P | Three decimal places | Unreferenced. |
| O | LSTA03 | Exempt Reason Code | 1 | A/N | * = default | Unreferenced. |
| O | LSTA04 | Exempt Amount | 7 | P | Three decimal places | Unreferenced. |
| O | LSTA05 | Rate | 6 | N | Six decimal places | Mapped to JD Edwards World field #XTXR1 (Tax Rate Authority 1) |
| O | LSTA06 | Rate Indicator | 1 | A/N | C = current (default)
P = previous |
Unreferenced. |
| I | LSTA07 | Tax Type | 1 | A/N | S = sales
U = use R = rental O = override E = exempt N = non-taxable V = service X = invalid jurisdiction Z = zero tax rate |
*Blanks. The Calculation Module will return this field. The returned value is currently not referenced in the JD Edwards World modules. |
| O | LSTA08 | Tax | 7 | P | Three decimal places | Mapped to JD Edwards World field #XAMT1 (Tax Amount Authority 1) |
| I/O | Field Name | Field Description | Size | A/N/P | JD Edwards World Field Name | Comments |
|---|---|---|---|---|---|---|
| O | LCOU01 | Taxed Amount | 7 | P | Three decimal places | See LSTA01. |
| O | LCOU02 | Non-taxable Amount | 7 | P | Three decimal places | Unreferenced. |
| O | LCOU03 | Exempt Reason Code | 1 | A/N | * = default | Unreferenced. |
| O | LCOU04 | Exempt Amount | 7 | P | Three decimal places | Unreferenced. |
| O | LCOU05 | Rate | 6 | N | Six decimal places | Mapped to JD Edwards World field #XTXR2 (Tax Rate Authority 2) |
| O | LCOU06 | Rate Indicator | 1 | A/N | C = current
P = previous |
Defaults to C. |
| IO | LCOU07 | Tax Type | 1 | A/N | S = sales
U = use R = rental O = override E = exempt N = non-taxable V = service X = invalid jurisdiction Z = zero tax rate |
*Blanks; the Calculation Module will return this field. The returned value is currently not referenced in the JD Edwards World modules. |
| O | LCOU08 | Tax | 7 | P | Three decimal places | Mapped to JD Edwards World field #XAMT2 (Tax Amount Authority 2) |
| I/O | Field Name | Field Description | Size | A/N/P | Comments | Specific Instructions |
|---|---|---|---|---|---|---|
| O | LCIT01 | Taxed Amount | 7 | P | Three decimal places | See LSTA01. |
| O | LCIT02 | Non-taxable Amount | 7 | P | Three decimal places | Unreferenced. |
| O | LCIT03 | Exempt Reason Code | 1 | A/N | * = default | Unreferenced |
| O | LCIT04 | Exempt Amount | 7 | P | Three decimal places | Unreferenced. |
| O | LCIT05 | Rate | 6 | N | Six decimal places | Mapped to JD Edwards World field #XTXR3 (Tax Rate Authority 3) |
| O | LCIT06 | Rate Indicator | 1 | A/N | C = current
P = previous Defaults to C |
Unreferenced. |
| I | LCIT07 | Tax Type | 1 | A/N | S = sales
U = use R = rental O = override E = exempt N = non-taxable V = service X = invalid jurisdiction Z = zero tax rate |
*Blanks. The Calculation Module will return this field. The returned value is currently not referenced in the JD Edwards World modules. |
| O | LCIT08 | Tax | 7 | P | Three decimal places | Mapped to JD Edwards World field #XAMT3 (Tax Amount Authority 3) |
| I/O | Field Name | Field Description | Size | A/N/P | Comments | Specific Instructions |
|---|---|---|---|---|---|---|
| O | LDIS01 | Taxed Amount | 7 | P | Three decimal places | See LDSA01. |
| O | LDIS02 | Non-taxable Amount | 7 | P | Three decimal places | Unreferenced. |
| O | LDIS03 | Exempt Reason Code | 1 | A/N | * = default | Unreferenced. |
| O | LDIS04 | Exempt Amount | 7 | P | Three decimal places | Unreferenced. |
| O | LDIS05 | Rate | 6 | N | Six decimal places | Mapped to JD Edwards World field #XTXR4 (Tax Rate Authority 4) |
| O | LDIS06 | Rate Indicator | 1 | A/N | C = current (default)
P = previous |
Unreferenced. |
| IO | LDIS07 | Tax Type | 1 | A/N | S = sales
U = use R = rental O = override E = exempt N = non-taxable V = service X = invalid jurisdiction Z = zero tax rate |
*Blanks. The Calculation Module will return this field. The returned value is currently not referenced in the JD Edwards World modules. |
| O | LDIS08 | Tax | 7 | P | Three decimal places | Mapped to JD Edwards World field #XAMT4 (Tax Amount Authority 4) |
| I/O | Field Name | Field Description | Size | A/N/P | Comments | Specific Instructions |
|---|---|---|---|---|---|---|
| O | LSPE01 | Taxed GeoCode | 9 | N | In the invoicing program P42565, if the returned field is not blank, format and display the individual tax authority amounts. Unreferenced in all other programs. | |
| O | LSPE02 | County Taxed Amount | 7 | P | Three decimal places | Unreferenced. |
| O | LSPE03 | Rate | 6 | N | Six decimal places | See LSPEC01. |
| O | LSPE04 | Rate Indicator | 1 | A/N | C = current
P = previous |
Unreferenced. |
| O | LSPE05 | Tax Type | 1 | A/N | S = sales
U = use R = rental O = override E = exempt N = non-taxable V = service X = invalid jurisdiction Z = zero tax rate |
Unreferenced. |
| O | LSPE06 | Tax | 7 | P | Three decimal places | See LSPEC01. |
| O | LSPE07 | City Taxed Amount | 7 | P | Three decimal places | Unreferenced. |
| O | LSPE08 | Rate | 6 | N | Six decimal places | See LSPEC01. |
| O | LSPE09 | Rate Indicator | 1 | A/N | C = current
P = previous |
Unreferenced. |
| O | LSPE10 | Tax Type | 1 | A/N | S = sales
U = use R = rental O = override E = exempt N = non-taxable V = service X = invalid jurisdiction Z = zero tax rate |
Unreferenced. |
| O | LSPE11 | Tax | 7 | P | Three decimal places | See LSPEC01. |
| O | LSPE12 | District Taxed Amount | 7 | P | Three decimal places | Unreferenced. |
| O | LSPE13 | Rate | 6 | N | Six decimal places | See LSPEC01. |
| O | LSPE14 | Rate Indicator | 1 | A/N | C = current
P = previous |
Unreferenced. |
| O | LSPE15 | Tax Type | 1 | A/N | S = sales
U = use R = rental O = override E = exempt N = non-taxable V = service X = invalid jurisdiction Z = zero tax rate |
Unreferenced. |
| O | LSPE16 | Tax | 7 | P | Three decimal places | See LSPEC01. |
| I | LSTA09 | State Non-taxed Reason Code | 1 | A/N | * = default | Blanks. |
| I | LCOU09 | County Non-taxed Reason Code | 1 | A/N | * = default | Blanks. |
| I | LCIT09 | City Non-taxed Reason Code | 1 | A/N | * = default | Blanks. |
| I | LDIS09 | District Non-taxed Reason Code | 1 | A/N | * = default | Blanks. |
| O | LDIS10 | District Apply Flag | 1 | A/N | 1 - District tax applies to the city
2 - District tax applies to the county |
Unreferenced. |
| I/O | Field Name | Field Description | Size | A/N/P | Comments | Specific Instructions |
|---|---|---|---|---|---|---|
| LACTC | Action Code | 2 | A/N | Unreferenced. | ||
| O | LSHTO | Ship-to (state) | 2 | A/N | State Code | Unreferenced. |
| O | LSHTZP | Ship-to (Postal) | 5 | A/N | Five-digit postal code | Unreferenced. |
| O | LSHTCT | Ship-to (city) | 25 | A/N | City name | Unreferenced. |
| O | LSHTCO | Ship-to (county) | 15 | A/N | County name | Unreferenced. |
| O | LSHTJI | Ship-to Jurisdiction In-Out | 1 | A/N | 1 = inside the city limits (default)
0 = outside the city limits |
Unreferenced. |
| O | LFILLI | Filler | 1 | A/N | Unreferenced. | |
| O | LSHRC | Ship-to Return Code | 2 | A/N | Unreferenced. | |
| O | LSHFR | Ship-from (state) | 2 | A/N | State Code | Unreferenced. |
| O | LSFRZP | Ship-from (Postal) | 5 | A/N | Five-digit postal code | Unreferenced. |
| O | LSFRCT | Ship-from (city) | 25 | A/N | City name | Unreferenced. |
| O | LSFRCO | Ship-from (county) | 15 | A/N | County name | Unreferenced. |
| O | LSFRJI | Ship-from Jurisdiction In-Out | 1 | A/N | 1 = inside the city limits (default)
0 = outside the city limits |
Unreferenced. |
| O | LFILL2 | Filler | 1 | A/N | Unreferenced. | |
| O | LSFRRT | Ship-from Return Code | 2 | A/N | Unreferenced. | |
| O | LORST | Order Acceptance (state) | 2 | A/N | State Code | Unreferenced. |
| O | LORZP | Order Acceptance (postal) | 5 | A/N | Five-digit postal code | Unreferenced. |
| O | LORCT | Order Acceptance (city) | 25 | A/N | City name | Unreferenced. |
| O | LORCO | Order Acceptance (county) | 15 | A/N | County name | Unreferenced. |
| O | LORJI | Order Acceptance Jurisdiction In-Out | 1 | A/N | 1 = inside the city limits (default)
0 = outside the city limits |
Unreferenced. |
| O | LFILL3 | Filler | 1 | A/N | Unreferenced. | |
| O | LORRTC | Order Acceptance Return Code | 2 | A/N | Unreferenced. | |
| O | LSTOR | Store Code | 10 | A/N | Unreferenced. | |
| O | LFILL4 | Filler | 95 | A/N | Unreferenced. |
| I/O | Field Name | Field Description | Size | A/N/P | Comments | Specific Instructions |
|---|---|---|---|---|---|---|
| I | LJUR01 | Ship-to GeoCode | 9 | N | Loaded from the tax area field of the customer invoice line, field name RPTXA1. | |
| I | LJUR02 | Ship-to inside or outside city limits | 1 | A/N | 1 = inside the city (default)
0 = outside city limits |
The passed value is formatted by interpreting the prefix of the field RPTXA1.
V = 1 - inside M = 1 - inside O = 0 - outside |
| I | LJUR03 | Ship-from GeoCode | 9 | N | Loaded with the identical value of LJUR01. | |
| I | LJUR04 | Ship-from-in-out | 1 | A/N | 1 = inside the city (default)
0 = outside city limits |
Move *blanks to LJUR04. The Vertex tax calculator will use the default the value of LJUR02. |
| I | LJUR05 | Order Acceptance GeoCode | 9 | N | Loaded with the identical value of LJUR01. | |
| I | LJUR06 | Order Acceptance in-out | 1 | A/N | 1 = inside the city (default)
0 = outside city limits |
The passed value is interpreted as described for field LJUR02, using the ABTXA1 of the order header branch/plant. |
| I/O | Field Name | Field Description | Size | A/N/P | Comments | Specific Instructions |
|---|---|---|---|---|---|---|
| LINV01 | Invoice Number | 12 | A/N | RPDOC (Document Number). This is a system-assigned number at the time the invoice is created. | ||
| LINV02 | Invoice Date | 8 | A/N | Required. The invoice date (CCYYMMDD) | Use invoice date fields: RPDID, RPDIM, RPDIY. | |
| O | LINV03 | Invoice Gross Amount | 13,3 | N | Three decimal places | Value returned from the tax calculator. Formatted to field #XAG, amount gross in X4008C. |
| O | LINV04 | Total Tax | 13,3 | N | Three decimal places | Value returned from the tax calculator. Formatted to field #XSTAM, tax amount in X4008C. |
| O | LINV05 | Combined Rate | 6 | N | Six decimal places | Value returned from the tax calculator. Formatted to field #XTXR5, combined rate, in X4008C. This field reflects the true tax rate. |
| LINV06 | Invoice Control # | 5 | A/N | Pass blank. |
| I/O | Field Name | Field Description | Size | A/N/P | Comments | Specific Instructions |
|---|---|---|---|---|---|---|
| I | LCUS01 | Customer Code/ID | 15 | A/N | A user-defined field used to check the customer's taxability using the TDM Customer Table. | RPAN8 (Customer Number). |
| I | LCUS02 | Customer Exempt Flag | 1 | A/N | Value of blank = let Calculation Module determine taxability of customer using TDM.
Value of 1 = Customer is tax exempt. If a customer is tax exempt, the entire invoice is exempted from tax. |
If the order line is coded as tax exempt (RPEXR1 = E ) pass value of 1. If the order line is not coded as exempt (RPEXR1 = blank) pass blank to allow TDM table to determine exempt statuses. |
| I | LCUS03 | Customer Exempt Certificate # | 15 | A/N | Pass blanks. This field contains the returned certificate number. | |
| I | LCUS04 | Customer Certificate Flag | 1 | A/N | 1 = Calculation Module will retrieve certificate number from Exemption subtable and populate this field on the Vertex Tax Register table. | Pass value of 1. The tax exempt certificate number is returned in field LCUS03. |
| I/O | Field Name | Field Description | Size | A/N/P | Comments | Specific Instructions |
|---|---|---|---|---|---|---|
| I | LCOM01 | Company Code | 5 | A/N | Default = 00000 | Pass RPCO, company code. |
| I | LCOM02 | Division/ Store Code | 5 | A/N | Default = 00000 | Based on the setup in the Vertex Constants (F7301) table, retrieve the appropriate category code from the address book of the customer (RPAN8). For example, if the Address Book Category Code Number field is set up with a value of 5, use the category code 5 (ABAC05) from the address book. |
| I | LCOM03 | Register File Indicator | 1 | A/N | 0 = No register record is written
1 = Register record is written 2 = Register record is rewritten if a duplicate record is encountered |
0 for all programs except for the P09871 (Post General Ledger) program. Use 1 for P09871 program. |
| I | LCOM04 | Filler | 4 | A/N | Blanks. | |
| I | LCOM05 | Filler | 3 | A/N | Reserved | Blanks. |
| O | LCOM06 | Return Code | 2 | A/N | Reserved | Test returned value against user defined code table 73/EC of Vertex warning messages. The user defined code table code is defined in the data dictionary for field VVEC. Warnings are ignored, errors show as no tax. |
| LCOM07 | File Access Mode | 1 | A/N | Blank = Batch mode (default)
I = Interactive |
Always pass value I. | |
| I | LCOM08 | Number of occurrences | 2 | N | Default = 01 | Blanks. |
| I | LCOM09 | Filler | 8 | A/N | Reserved for future use | Blanks. |
| I/O | Field Name | Field Description | Size | A/N/P | Comments | Specific Instructions |
|---|---|---|---|---|---|---|
| O | LTRN01 | Taxed GeoCode Indicator | 1 | A/N | Taxes calculated for:
T = ship-to location F = ship-from location O = order acceptance location |
Unreferenced. |
| O | LTRN02 | Status Code | 1 | A/N | To be defined. | Unreferenced. |
| I | LTRN03 | Invoice Line Item # | 5 | A/N | Pass the value of RPSFX - pay item. | |
| I | LTRN04 | Transaction Type | 6 | A/N | PURCH
SALE (default) LEASE RENTAL SERVIC |
Test if the invoice document type, field RPDCT, is coded in the F7305 Vertex transaction code cross reference. Line type is ignored. The resulting field #U$VTY will contain a valid value. Default the value of SALE. |
| I | LTRN05 | Transaction Sub-Type | 3 | A/N | Further identifies the transaction type: Property, Freight, Expense, Labor, etc. | Blanks, unreferenced. |
| I | LTRN06 | Transaction Code | 1 | A/N | N = normal (default)
A = adjustment Blank = tax-only debit C = tax-only credit R = distribute rate X = distribute tax |
Blanks, unreferenced. |
| I | LTRN07 | Transaction Date | 8 | N | Default = current system date | Pass invoice date; fields RPDID, RPDIM, RPDIY. |
| I | LPRO01 | Product Category Code | 15 | A/NA | A user-defined field used to check the product's taxability using the TDM Product table. | Blanks, unreferenced. |
| I | LPRO02 | Line Item Exempt Flag | 1 | A/N | Value of 1 = exempt this particular line item from tax
Value of blank = let Calculation Module determine the line item's taxability |
Blanks, unreferenced. |
| I | LPRO03 | State Taxability Flag | 1 | A/N | Blank = Vertex determines state tax liability
0 = no state tax liability 1 = state tax liability |
Blank, unreferenced. |
| I | LPRO04 | County Taxability Flag | 1 | A/N | Blank = Vertex determines county tax liability
0 = no county tax liability 1 = county tax liability |
Blank, unreferenced. |
| I | LPRO05 | City Taxability Flag | 1 | A/N | Blank = Vertex determines city tax liability
0 = no city tax liability 1 = city tax liability |
Blank, unreferenced. |
| I | LPRO06 | District Taxability Flag | 1 | A/N | Blank = Vertex determines district tax liability
0 = no district tax liability 1 = district tax liability |
Blank, unreferenced. |
| I | LPRO07 | Quantity | 11,4 | P | Four decimal places | RPU - units. Scrub to 4 decimals. |
| I | LPRO08 | Extended Price Amount | 13,3 | P | Three decimal places | RPAG - Gross Amount. Scrub to 3 decimals. |
| I | LPRO09 | State Tax Inclusion Flag | 1 | A/N | 0 = State tax not included in amount (default)
1 = State tax included in amount. |
Blank, unreferenced.
Applies to Canada only. If the tax is already included in the extended price, it needs to be distributed among state, county, city and district. |
| I | LPRO10 | County Tax Inclusion Flag | 1 | A/N | 0 = County tax not included in amount (default)
1 = County tax included in amount |
Blank, unreferenced. |
| I | LPRO11 | City Tax Inclusion Flag | 1 | A/N | 0 = City tax not included in amount (default)
1 = City tax included in amount |
Blank, unreferenced. |
| I | LPRO12 | District Tax Inclusion Flag | 1 | A/N | 0 = District tax not included in amount (default)
1 = District tax included in amount |
Blank, unreferenced. |
| I | LPRO13 | User Area | 25 | A/N | For customer use. This field shows on Vertex reports. | Blank, unreferenced. |
| I/O | Field Name | Field Description | Size | A/N/P | Comments | Specific Instructions |
|---|---|---|---|---|---|---|
| O | LSTA01 | Taxed Amount | 7 | P | Three decimal places | The highest value of LSTA01, LCOU01, LCIT01, LDIS01 is mapped to JD Edwards World field #XATXA (Taxable Amount). |
| O | LSTA02 | Non-taxable Amount | 7 | P | Three decimal places | Unreferenced. |
| O | LSTA03 | Exempt Reason Code | 1 | A/N | * = default | Unreferenced. |
| O | LSTA04 | Exempt Amount | 7 | P | Three decimal places | Unreferenced. |
| O | LSTA05 | Rate | 6 | N | Six decimal places | State rate, mapped to JD Edwards World field #XTXR1 (Tax Rate Authority 2). |
| O | LSTA06 | Rate Indicator | 1 | A/N | C = current
P = previous Default to C |
Unreferenced. |
| I | LSTA07 | Tax Type | 1 | A/N | S = sales
U = use R = rental O = override E = exempt N = non-taxable V = service X = invalid jurisdiction Z = zero tax rate |
*Blanks, unreferenced. The Calculation Module will return this field. The returned value is currently not referenced in the JD Edwards World modules. |
| O | LSTA08 | Tax | 7 | P | Three decimal places | State tax amount, mapped to JD Edwards World field #XAMT1. |
| I/O | Field Name | Field Description | Size | A/N/P | Comments | Specific Instructions |
|---|---|---|---|---|---|---|
| O | LCOU01 | Taxed Amount | 7 | P | Three decimal places | See LSTA01 |
| O | LCOU02 | Non-taxable Amount | 7 | P | Three decimal places | Unreferenced. |
| O | LCOU03 | Exempt Reason Code | 1 | A/N | * = default | Unreferenced. |
| O | LCOU04 | Exempt Amount | 7 | P | Three decimal places | Unreferenced. |
| O | LCOU05 | Rate | 6 | N | Six decimal places | Mapped to JD Edwards World field #XTXR2 (Tax Rate Authority 2) |
| O | LCOU06 | Rate Indicator | 1 | A/N | C = current
P = previous Default is C |
Unreferenced. |
| IO | LCOU07 | Tax Type | 1 | A/N | S = sales
U = use R = rental O = override E = exempt N = non-taxable V = service X = invalid jurisdiction Z = zero tax rate |
*Blanks. The Calculation Module will return this field. The returned value is currently not referenced in the JD Edwards World modules. |
| O | LCOU08 | Tax | 7 | P | Three decimal places | Mapped to JD Edwards World field #XAMT2 (Tax Amount Authority 2) |
| I/O | Field Name | Field Description | Size | A/N/P | Comments | Specific Instructions |
|---|---|---|---|---|---|---|
| O | LCIT01 | Taxed Amount | 7 | P | Three decimal places | See LSTA01. |
| O | LCIT02 | Non-taxable Amount | 7 | P | Three decimal places | Unreferenced. |
| O | LCIT03 | Exempt Reason Code | 1 | A/N | * = default | Unreferenced. |
| O | LCIT04 | Exempt Amount | 7 | P | Three decimal places | Unreferenced. |
| O | LCIT05 | Rate | 6 | N | Six decimal places | Mapped to JD Edwards World field #XTXR3 (Tax Rate Authority 3) |
| O | LCIT06 | Rate Indicator | 1 | A/N | C = current
P = previous Default to C |
Unreferenced. |
| I | LCIT07 | Tax Type | 1 | A/N | S = sales
U = use R = rental O = override E = exempt N = non-taxable V = service X = invalid jurisdiction Z = zero tax rate |
*Blanks. The Calculation Module will return this field. The returned value is currently not referenced in the JD Edwards World modules. |
| O | LCIT08 | Tax | 7 | P | Three decimal places | Mapped to JD Edwards World field #XAMT3 (Tax Amount Authority 3) |
| I/O | Field Name | Field Description | Size | A/N/P | Comments | Specific Instructions |
|---|---|---|---|---|---|---|
| O | LDIS01 | Taxed Amount | 7 | P | Three decimal places | Unreferenced. |
| O | LDIS02 | Non-taxable Amount | 7 | P | Three decimal places | Unreferenced. |
| O | LDIS03 | Exempt Reason Code | 1 | A/N | * = default | Unreferenced. |
| O | LDIS04 | Exempt Amount | 7 | P | Three decimal places | Unreferenced. |
| O | LDIS05 | Rate | 6 | N | Six decimal places | Unreferenced. |
| O | LDIS06 | Rate Indicator | 1 | A/N | C = current
P = previous |
Default is C. |
| IO | LDIS07 | Tax Type | 1 | A/N | S = sales
U = use R = rental O = override E = exempt N = non-taxable V = service X = invalid jurisdiction Z = zero tax rate |
*Blanks. The Calculation Module will return this field. The returned value is currently not referenced in the JD Edwards World modules. |
| O | LDIS08 | Tax | 7 | P | Three decimal places | Unreferenced. |
| I/O | Field Name | Field Description | Size | A/N/P | Comments | Specific Instructions |
|---|---|---|---|---|---|---|
| O | LSPE01 | Taxed GeoCode | 9 | N | Unreferenced. | |
| O | LSPE02 | County Taxed Amount | 7 | P | Three decimal places | Unreferenced. |
| O | LSPE03 | Rate | 6 | N | Six decimal places | Unreferenced. |
| O | LSPE04 | Rate Indicator | 1 | A/N | C = current
P = previous |
Unreferenced. |
| O | LSPE05 | Tax Type | 1 | A/N | S = sales
U = use R = rental O = override E = exempt N = non-taxable V = service X = invalid jurisdiction Z = zero tax rate |
*Blanks. The Calculation Module will return this field. The returned value is currently not referenced in the JD Edwards World modules. |
| O | LSPE06 | Tax | 7 | P | Three decimal places | See LSPEC01. |
| O | LSPE07 | City Taxed Amount | 7 | P | Three decimal places | Unreferenced. |
| O | LSPE08 | Rate | 6 | N | Six decimal places | See LSPEC01. |
| O | LSPE09 | Rate Indicator | 1 | A/N | C = current
P = previous |
Unreferenced. |
| O | LSPE10 | Tax Type | 1 | A/N | S = sales
U = use R = rental O = override E = exempt N = non-taxable V = service X = invalid jurisdiction Z = zero tax rate |
*Blanks, unreferenced. The Calculation Module will return this field. The returned value is currently not referenced in the JD Edwards World modules. |
| O | LSPE11 | Tax | 7 | P | Three decimal places | See LSPEC01. |
| O | LSPE12 | District Taxed Amount | 7 | P | Three decimal places | Unreferenced. |
| O | LSPE13 | Rate | 6 | N | Six decimal places | See LSPEC01. |
| O | LSPE14 | Rate Indicator | 1 | A/N | C = current
P = previous |
Unreferenced. |
| O | LSPE15 | Tax Type | 1 | A/N | S = sales
U = use R = rental O = override E = exempt N = non-taxable V = service X = invalid jurisdiction Z = zero tax rate |
*Blanks, unreferenced. The Calculation Module will return this field. The returned value is currently not referenced in the JD Edwards World modules. |
| O | LSPE16 | Tax | 7 | P | Three decimal places | See LSPEC01. |
| I | LSTA09 | State Non-taxed Reason Code | 1 | A/N | * = default | Blanks, unreferenced. |
| I | LCOU09 | County Non-taxed Reason Code | 1 | A/N | * = default | Blanks, unreferenced. |
| I | LCIT09 | City Non-taxed Reason Code | 1 | A/N | * = default | Blanks, unreferenced. |
| I | LDIS09 | District Non-taxed Reason Code | 1 | A/N | * = default | Blanks, unreferenced. |
| O | LDIS10 | District Apply Flag | 1 | A/N | Possible Values:
1 = District tax applies to the city 2 = District tax applies to the county |
Unreferenced. |
| I/O | Field Name | Field Description | Size | A/N/P | Comments | Specific Instructions |
|---|---|---|---|---|---|---|
| LACTC | Action Code | 2 | A/N | Unreferenced. | ||
| O | LSHTO | Ship-to (state) | 2 | A/N | State Code | Unreferenced. |
| O | LSHTZP | Ship-to (postal) | 5 | A/N | Five-digit Postal code | Unreferenced. |
| O | LSHTCT | Ship-to (city) | 25 | A/N | City name | Unreferenced. |
| O | LSHTCO | Ship-to (county) | 15 | A/N | County name | Unreferenced. |
| O | LSHTJI | Ship-to Jurisdiction In-Out | 1 | A/N | 1 = inside the city limits (default)
0 = outside the city limits |
Unreferenced. |
| O | LFILLI | Filler | 1 | A/N | Unreferenced. | |
| O | LSHRC | Ship-to Return Code | 2 | A/N | Unreferenced. | |
| O | LSHFR | Ship-from (state) | 2 | A/N | State Code | Unreferenced. |
| O | LSFRZP | Ship-from (Postal) | 5 | A/N | Five-digit Postal code | Unreferenced. |
| O | LSFRCT | Ship-from (city) | 25 | A/N | City name | Unreferenced. |
| O | LSFRCO | Ship-from (county) | 15 | A/N | County name | Unreferenced. |
| O | LSFRJI | Ship-from Jurisdiction In-Out | 1 | A/N | 1 = inside the city limits (default)
0 = outside the city limits |
Unreferenced. |
| O | LFILL2 | Filler | 1 | A/N | Unreferenced. | |
| O | LSFRRT | Ship-from Return Code | 2 | A/N | Unreferenced. | |
| O | LORST | Order Acceptance (state) | 2 | A/N | State Code | Unreferenced. |
| O | LORZP | Order Acceptance (postal) | 5 | A/N | Five-digit postal code | Unreferenced. |
| O | LORCT | Order Acceptance (city) | 25 | A/N | City name | Unreferenced. |
| O | LORCO | Order Acceptance (county) | 15 | A/N | County name | Unreferenced. |
| O | LORJI | Order Acceptance Jurisdiction In-Out | 1 | A/N | 1 = inside the city limits (default)
0 = outside the city limits |
Unreferenced. |
| O | LFILL3 | Filler | 1 | A/N | Unreferenced. | |
| O | LORRTC | Order Acceptance Return Code | 2 | A/N | Unreferenced. | |
| O | LSTOR | Store Code | 10 | A/N | Unreferenced. | |
| O | LFILL4 | Filler | 95 | A/N | Unreferenced. |
| Parameter | Description |
|---|---|
| LJUR01 | Use A6TXA2 for Business Unit Address, then MCTXA1 for Business Unit, then AGTXA2 for company address. |
| LJUR02 | Use the GeoCode prefix in LJUR01:
V – 1 - inside M – 1 - inside O – 0 - outside |
| LJUR03 | Use RPTXA1 from A/P Ledger. |
| LJUR04 | Use the prefix of GeoCode in LJUR03. |
| LJUR05 | Set to the same value as LJUR03. |
| LJUR06 | Set to the same value as LJUR04. |
| LINV01 | Blanks. |
| LINV02 | Use RPDIVJ (invoice date). If blank, use today's date. |
| LINV06 | Blanks - Not valid for purchasing. |
| LCUS01 | Address Book number of ship-to RPAN8. |
| LCUS02 | 1 if RPEXR1 = E, else blank. |
| LCUS03 | Blanks. |
| LCUS04 | Set to 1 to retrieve the certificate number if valid. |
| LCOM01 | RPCO (company number) |
| LCOM02 | Retrieve the Address Book number for RPMCU then retrieve the Address Book category code set up in the Vertex Constants table. |
| LCOM03 | If this is the posting program P09871, set to 1 to write the register records. Otherwise, set to 0. |
| LCOM04 | Blanks. |
| LCOM05 | Blanks. |
| LCOM07 | Set to I for interactive. |
| LCOM08 | Set to zeros - only one line item at a time will be passed. |
| LOCM09 | Blanks. |
| LTRN03 | Set to RPSFX for the line item number. |
| LTRN04 | Set to PURCH for tax type U, or SALES for sales tax type S, unless specified otherwise in the user defined code table for the document type. |
| LTRN05 | Blanks. |
| LTRN06 | Blanks. |
| LTRN07 | Zeros. |
| LPRO01 | Retrieve the category code set up in the Constants table. |
| LPRO02 | Blanks. |
| LPRO03 | Blanks. |
| LPRO04 | Blanks. |
| LPRO05 | Blanks. |
| LPRO06 | Blanks. |
| LPRO07 | Use RPU. |
| LPRO08 | Use AXTA from line item. |
| LPRO09 | Blanks. |
| LPRO10 | Blanks. |
| LPRO11 | Blanks. |
| LPRO12 | Blanks. |
| LPRO13 | Blanks. |
| LSTA07 | Blanks. |
| LCOU07 | Blanks. |
| LCIT07 | Blanks. |
| LDIS07 | Blanks. |
| LSTA09 | Blanks. |
| LCOU09 | Blanks. |
| LCIT09 | Blanks. |
| LDIS09 | Blanks. |
| LACTC | Blanks. |
| Parameter | Description |
|---|---|
| LJUR01 | PDTXA1/PRTXA1 |
| LJUR02 | The passed value is formatted by interpreting the prefix of PDXTA1/PRTXA1.
V 1 - inside M 1 - inside O 0 - outside |
| LJUR03 | Retrieve the tax area from the Ship From (PDAN8/PRAN8) supplier master record. |
| LJUR04 | Same as LJOR02. |
| LJUR05 | Set to the same value as LJUR03. |
| LJUR06 | Set to the same value as LJUR04. |
| LINV01 | Blanks - Not valid for purchasing |
| LINV02 | Use PDTRDJ/PRTRDJ. If blank, use today's date. |
| LINV06 | Blanks - Not valid for purchasing. |
| LCUS01 | Address book number of ship-to (PDAN8/PRAN8). |
| LCUS02 | PDEXR1/PREXR1. |
| LCUS03 | Blanks. |
| LCUS04 | Set to 1 to retrieve the certificate number if valid. |
| LCOM01 | PDCO or PRCO for company. |
| LCOM02 | Retrieve the Address Book number from the branch/plant constants (PDMCU/PRMCU) then retrieve the Address Book category code set up in the Vertex Constants file. |
| LCOM03 | If this is the posting program P09871, set to 1 to write the register records, otherwise set to 0. |
| LCOM04 | Blanks |
| LCOM05 | Blanks |
| LCOM07 | Set to I for interactive. |
| LCOM08 | Set to zeros - only one line item at a time will be passed. |
| LOCM09 | Blanks |
| LTRN03 | Set to PDLNID/PRLNID for the line item number. |
| LTRN04 | Set to PURCH for tax type U, or SALES for sales tax type S, unless specified otherwise in the UDC for the document type. |
| LTRN05 | Blanks |
| LTRN06 | Blanks |
| LTRN07 | Zeros |
| LPRO01 | Retrieve the category code set up in the constants file. |
| LPRO02 | Set based on PDTX and PRTX. |
| LPRO03 | Blanks |
| LPRO04 | Blanks |
| LPRO05 | Blanks |
| LPRO06 | Blanks |
| LPRO07 | Set to PDUORG or PRUREC. |
| LPRO08 | Set to PDECST or PRAREC. |
| LPRO09 | Blanks |
| LPRO10 | Blanks |
| LPRO11 | Blanks |
| LPRO12 | Blanks |
| LPRO13 | Blanks |
| LSTA07 | Blanks |
| LCOU07 | Blanks |
| LCIT07 | Blanks |
| LDIS07 | Blanks |
| LSTA09 | Blanks |
| LCOU09 | Blanks |
| LCIT09 | Blanks |
| LDIS09 | Blanks |
| LACTC | Blanks |
The JD Edwards World/Vertex Sales Tax Interface uses the Link/Parm Area to communicate between JD Edwards World programs and the Vertex Calculation Module. Vertex provides the link areas as an external interface to the Vertex Calculation Module, which carries selected information to Vertex and returns tax information to the user.
The following tables describe how JD Edwards World populates the Link/Parm Area. The columns in the tables contain information as follows:
The I/O column identifies the field as an "input to" or an "output from" the Vertex system.
The Field Name and the Field Description columns contain the file names and descriptions, respectively, for the Vertex parameters.
The A/N/P column indicates a field's attributes (alpha, numeric, or packed).
The Comments column contains information about the Vertex field.
This section contains the following:
GeoCode Conversion - Program VGEO100
Sales Order Processing Tax Calculations - Program VTS110
Accounts Receivable Tax Calculations - Program VTS110
The JD Edwards World/Vertex Sales Tax Interface passes address information from JD Edwards World to the Vertex GeoCoder system. The GeoCoder system determines the GeoCode(s) for the address and returns it to the JD Edwards World system.
| I/O | Field Name | Field Description | Size | A/N/P | JD Edwards World Field Name | Comments |
|---|---|---|---|---|---|---|
| LSTABB | State Abbr. | 2 | A | ABADDS | Although the JD Edwards World field is a three-character field, only the first two characters of the JD Edwards World field are used.
Special Processing (for Canadian addresses): If the country code (ABCTR) for the address is equal to the Canadian country code PS$VCN (passed as a parameter), substitute CN in this field. Note: The Canadian country code field is set up in the Vertex Constants (F7301) table. |
|
| I | LCITYN | City Description | 30 | A | Use the last non-blank line of the six address lines (ABADD1-ABADD6) for the city name. The city name is limited to 30 characters, whereas the JD Edwards World city name is up to 40 characters long. | |
| I | LZIP | Postal Code | 5 | A/N | ABADDZ | Only the first five characters of this field are used. |
| O | LRETID | Return Code | 5 | A/N | 1 = Matched Records
2 = Possible Matched Records 3 = Unmatched Records 4 = State Match Only 5 = Print Report |
|
| O | LFILL | Filler | 2 | A/N | Leave blank. | |
| O | LGEO1 | GeoCode #1 | 9 | N | Mapped to PSTXA1 described above. | |
| O | LCOUN1 | County Name #1 | 10 | A | Used for multi-county selection. | |
| O | LMCO1 | Multi-County Code #1 | 1 | A/N | If returned value of 1, assign tax area prefix of M for multi-county.
If LMC01 = 1, the GeoCode Select Window (PVIGEO) displays so you can select the appropriate GeoCode. |
|
| O | LZIPR1 | Postal Code Range #1 | 10 | A/N | Used for multi-county selection. | |
| O | LGEO2 | GeoCode #2 | 9 | N | Used for multi-county selection. | |
| O | LCOUN2 | County Name #2 | 10 | A | Used for multi-county selection. | |
| O | LMCO2 | Multi-County Code #2 | 1 | A/N | Unreferenced. | |
| O | LZIPR2 | Postal Code Range #2 | 10 | A/N | Used for multi-county selection. | |
| O | LGEO3 | GeoCode #3 | 9 | N | Used for multi-county selection. | |
| O | LCOUN3 | County Name #3 | 10 | A | Used for multi-county selection. | |
| O | LMCO3 | Multi-County | 1 | A/N | Unreferenced. | |
| O | LZIPR3 | Postal Code Range | 10 | A/N | Used for multi-county selection. | |
| O | LGEO4 | GeoCode #4 | 9 | N | Used for multi-county selection. | |
| O | LCOUN4 | County Name #4 | 10 | A | Used for multi-county selection. | |
| O | LMCO4 | Multi-County Code #4 | 1 | A/N | Unreferenced. | |
| O | LZIPR4 | Postal Code Range #4 | 10 | A/N | Used for multi-county selection. | |
| O | LGEO5 | GeoCode #5 | 9 | N | Used for multi-county selection. | |
| O | LCOUN5 | County Name #5 | 10 | A | Used for multi-county selection. | |
| O | LMCO5 | Multi-County Code #5 | 1 | A/N | Unreferenced. | |
| O | LZIPR5 | Postal Code Range #5 | 10 | A/N | Used for multi-county selection. | |
| O | LGEO6 | GeoCode #6 | 9 | N | Used for multi-county selection. | |
| O | LCOUN6 | County Name #6 | 10 | A | Used for multi-county selection. | |
| O | LMCO6 | Multi-County Code #6 | 1 | A/N | Unreferenced. | |
| O | LZIPR6 | Postal Code Range #6 | 10 | A/N | Used for multi-county selection. | |
| O | LCUSTN6 | Customer ID | 20 | A/N | Used for multi-county selection. |
| I/O | Field Name | Field Description | Size | A/N/P | Comments | Specific Instructions |
|---|---|---|---|---|---|---|
| I | LJUR01 | Ship-to GeoCode | 9 | N | Pass field SDTXA1. | |
| I | LJUR02 | Ship-to inside or outside city limits | 1 | A/N | 1 = inside the city (default)
0 = outside city limits |
The passed value is formatted by interpreting the prefix of SDTXA1:
V = 1 - inside M = 1 - inside O = 0 - outside |
| I | LJUR03 | Ship-from GeoCode | 9 | N | /* Retrieve the Address Book Number of the detail branch/plant */
Use XS41001 common subroutine to retrieve the branch/plant constants using SDMCU. If the return code is N, move *Blanks to the LJUR03 else /* Retrieve the Address Book record */ Use the XF0101 common subroutine to retrieve the address book record using the address book number (CIAN8) retrieved from the branch/plant constants. If the Return Code is normal, move A5TXA1 to LJUR03, else move blanks to LJUR03 End; End; |
|
| I | LJUR04 | Ship-from-in-out | 1 | A/N | 1 = inside the city (default)
0 = outside city limits |
The passed value is interpreted as described for field LJUR02, using the A5TXA1 of the ship-from branch/plant. |
| I | LJUR05 | Order Acceptance GeoCode | 9 | N | Defaults to the ship-from GEO | /* Retrieve the address book number of the header branch/plant */
Use XS41001 common subroutine to retrieve the branch/plant constants using SHMCU. If the return code is = N, move *blanks to the LJUR05 else /* Retrieve the address book record */ Use the XF0101 common subroutine to retrieve the address book record using the address book number (CIAN8) retrieved from the branch/plant constants. If the return code is normal, move A5TXA1 to LJUR05 else, move blanks to LJUR05 End; End; |
| I | LJUR06 | Order Acceptance in-out | 1 | A/N | 1 = inside the city (default)
0 = outside city limits |
The passed value is interpreted as described for field LJUR02, using the A5TXA1 of the order header branch/plant. |
| I/O | Field Name | Field Description | Size | A/N/P | JD Edwards World Field Name | Comments |
|---|---|---|---|---|---|---|
| I | LINV01 | Invoice Number | 12 | A/N | SDDOC (Document Number), if not equal to zero. If SDDOC is equal to zero, use SDDOCO (Sales Order Number). | |
| I | LINV02 | Invoice Date | 8 | A/N | Required (the invoice date - CCYYMMDD) | Use SDIVD (Invoice Date) if not equal to zero. If SDIVD is zero, use SDTRDJ. If SDTRDJ is also equal to zero, use today's date (UDATE). |
| O | LINV03 | Invoice Gross Amount | 13,3 | N | Three decimal places | The returned value is mapped to the JD Edwards World field #XAG (gross amount). |
| O | LINV04 | Total Tax | 13,3 | N | Three decimal places | The returned value is mapped to the JD Edwards World field #XSTAM (Tax Amount). |
| O | LINV05 | Combined Rate | 6 | N | Six decimal places | The returned value is mapped to JD Edwards World field #XTXR5 (Tax Rate Authority 5) |
| I | LINV06 | Invoice Control # | 5 | A/N | SDDOCO (Sales Order Number). |
| I/O | Field Name | Field Description | Size | A/N/P | JD Edwards World Field Name | Comments |
|---|---|---|---|---|---|---|
| I | LCUS01 | Customer Code/ID | 15 | A/N | A user defined field used to check the customer's taxability using the Tax Decision Maker Customer table. | SDSHAN (Ship to Customer Number). |
| I | LCUS02 | Customer Exempt Flag | 1 | A/N | Blank = let Calculation Module determine taxability of customer using Tax Decision Maker
1 = Customer is tax-exempt If a customer is tax-exempt, the entire invoice is exempt from tax. |
If the order line is coded as tax exempt (SDEXR1 = E), pass 1.
Otherwise, pass blank. |
| IO | LCUS03 | Customer Exempt Certificate. # | 15 | A/N | An input-output field that works in conjunction with field LCUS04. The exempt certificate numbers coded in the Vertex tables are not in the JD Edwards World Address Book. | Pass value of blanks. This field contains the returned certificate number. |
| I | LCUS04 | Customer Certificate Flag | 1 | A/N | 1 = Calculation Module will retrieve certificate number from Exemption subtable and populate this field on the Vertex Tax Register table. | Pass 1 - The tax exempt certificate number is returned in JD Edwards World field LCUS03. |
| I/O | Field Name | Field Description | Size | A/N/P | JD Edwards World Field Name | Comments |
|---|---|---|---|---|---|---|
| I | LCOM01 | Company Code | 5 | A/N | Default = 00000 | Use the company code of the ship-from business unit or branch/plant in the Sales Order Detail table (F4211). |
| I | LCOM02 | Division/ Store Code | 5 | A/N | Default = 00000 | Based on the setup in the Vertex Constants table (F7301), retrieve the appropriate category code from the address book record of the ship-from business unit or branch/plant. For example, if the address book Category Code Number field is set to 5, use category code 5 (ABAC05) from the address book. |
| I | LCOM03 | Register File Indicator | 1 | A/N | 0 = No register record is written
1 = Register record is written 2 = Register record is rewritten if a duplicate record is encountered |
0 for all programs except for the General Ledger Post (P09871). Use 1 for the General Ledger Post. |
| I | LCOM04 | Filler | 4 | A/N | Blanks. | |
| I | LCOM05 | Filler | 3 | A/N | Reserved | Blanks. |
| O | LCOM06 | Return Code | 2 | A/N | Reserved | If a value is returned, test against the table of warning messages. If it is a warning, accumulate the Gross Amount (#XAG). If an error, bypass the Gross Amount. |
| I | LCOM07 | File Access Mode | 1 | A/N | B = Batch mode (default)
I = Interactive |
B = batch programs
I = interactive programs. |
| I | LCOM08 | Number of occurrences | 2 | N | Default = 01 | Blanks. |
| I | LCOM09 | Filler | 8 | A/N | Reserved for future use. | Blanks. |
| I/O | Field Name | Field Description | Size | A/N/P | JD Edwards World Field Name | Comments |
|---|---|---|---|---|---|---|
| O | LTRN01 | Taxed GeoCode Indicator | 1 | A/N | Taxes calculated for:
T = ship-to location F = ship-from location O = order acceptance location |
Unreferenced. |
| O | LTRN02 | Status Code | 1 | A/N | To be defined. | Unreferenced. |
| I | LTRN03 | Invoice Line Item # | 5 | A/N | SDLNID - move without decimals. For example, line number 1.010 in JD Edwards World should be moved as 1010. | |
| I | LTRN04 | Transaction Type | 6 | A/N | Possible values:
PURCH SALE (default) LEASE RENTAL SERVIC |
The passed values is determined by the order type/line type defined through Non-Stock Product Categories table (F7305).
SALE = default value |
| I | LTRN05 | Transaction Sub-Type | 3 | A/N | Further identifies the transaction type, for example, property, freight, expense, labor, and so on. | Blanks, unreferenced. |
| I | LTRN06 | Transaction Code | 1 | A/N | N = normal (default)
A = adjustment B = tax-only debit C = tax-credit R = distribute rate X = distribute tax |
Blanks, unreferenced. |
| I | LTRN07 | Transaction Date | 8 | N | default = current system date | Blanks, unreferenced. |
| I | LPRO01 | Product Category Code | 15 | A/N/A | A user defined field used to check the product's taxability using the Tax Decision Maker Product table. | Based on the setup in the Vertex Constants table (F7301), retrieve the appropriate item category code from the Item Balance table (F4102) using the XF4102 file server. Also uses Non-Stock Product Category for non-stock items. Called Product Category/ID in the Tax Decision Maker. |
| I | LPRO02 | Line Item Exempt Flag | 1 | A/N | 1 = exempt this particular line item from tax
blank = let Calculation Module determine the line item's taxability |
If SDTAX1 = Y, pass value of blank. (Allow TDM table to determine exempt status.)
If SDTAX1 = N, pass value of 1 = exempt. |
| I | LPRO03 | State Taxability Flag | 1 | A/N | blank = Vertex determines state tax liability
0 = no state tax liability 1 = state tax liability |
Blank, unreferenced. |
| I | LPRO04 | County Taxability Flag | 1 | A/N | blank = Vertex determines county tax liability
0 = no county tax liability 1 = county tax liability |
Blank, unreferenced. |
| I | LPRO05 | City Taxability Flag | 1 | A/N | blank = Vertex determines city tax liability
0 = no city tax liability 1 = city tax liability |
Blank, unreferenced. |
| I | LPRO06 | District Taxability Flag | 1 | A/N | blank = Vertex determines district tax liability
0 = no district tax liability 1 = district tax liability |
Blank, unreferenced. |
| I | LPRO07 | Quantity | 11,4 | P | Four decimal places | SDSOQS quantity shipped (scrub to 4 decimals). Always pass a positive quantity (reverse sign for credits). |
| I | LPRO08 | Extended Price Amount | 13,3 | P | Three decimal places | SDAEXP extended line price (scrub to 3 decimals). |
| I | LPRO09 | State Tax Inclusion Flag | 1 | A/N | 0 = State tax not included in amount (default)
1 = State tax included in amount |
Blank, unreferenced. Applies only for Canada. If the tax is already included in the extended price, it needs to be distributed among state, county, city and district. |
| I | LPRO10 | County Tax Inclusion Flag | 1 | A/N | 0 = County tax not included in amount (default)
1 = County tax included in amount |
Blank, unreferenced. |
| I | LPRO11 | City Tax Inclusion Flag | 1 | A/N | 0 = City tax not included in amount (default)
1 = City tax included in amount |
Blank, unreferenced. |
| I | LPRO12 | District Tax Inclusion Flag | 1 | A/N | 0 = District tax not included in amount (default)
1 = District tax included in amount |
Blank, unreferenced. |
| I | LPRO13 | User Area | 25 | A/N | For customer use. This field shows on Vertex reports. | Blanks. |
| I/O | Field Name | Field Description | Size | A/N/P | JD Edwards World Field Name | Comments |
|---|---|---|---|---|---|---|
| O | LSTA01 | Taxed Amount | 7 | P | Three decimal places | The highest value of LSTA01, LCOU01, LCIT01, LDIS01 is mapped to JD Edwards World field #XATXA (Taxable Amount) |
| O | LSTA02 | Non-taxable Amount | 7 | P | Three decimal places | Unreferenced. |
| O | LSTA03 | Exempt Reason Code | 1 | A/N | * = default | Unreferenced. |
| O | LSTA04 | Exempt Amount | 7 | P | Three decimal places | Unreferenced. |
| O | LSTA05 | Rate | 6 | N | Six decimal places | Mapped to JD Edwards World field #XTXR1 (Tax Rate Authority 1) |
| O | LSTA06 | Rate Indicator | 1 | A/N | C = current (default)
P = previous |
Unreferenced. |
| I | LSTA07 | Tax Type | 1 | A/N | S = sales
U = use R = rental O = override E = exempt N = non-taxable V = service X = invalid jurisdiction Z = zero tax rate |
*Blanks. The Calculation Module will return this field. The returned value is currently not referenced in the JD Edwards World modules. |
| O | LSTA08 | Tax | 7 | P | Three decimal places | Mapped to JD Edwards World field #XAMT1 (Tax Amount Authority 1) |
| I/O | Field Name | Field Description | Size | A/N/P | JD Edwards World Field Name | Comments |
|---|---|---|---|---|---|---|
| O | LCOU01 | Taxed Amount | 7 | P | Three decimal places | See LSTA01. |
| O | LCOU02 | Non-taxable Amount | 7 | P | Three decimal places | Unreferenced. |
| O | LCOU03 | Exempt Reason Code | 1 | A/N | * = default | Unreferenced. |
| O | LCOU04 | Exempt Amount | 7 | P | Three decimal places | Unreferenced. |
| O | LCOU05 | Rate | 6 | N | Six decimal places | Mapped to JD Edwards World field #XTXR2 (Tax Rate Authority 2) |
| O | LCOU06 | Rate Indicator | 1 | A/N | C = current
P = previous |
Defaults to C. |
| IO | LCOU07 | Tax Type | 1 | A/N | S = sales
U = use R = rental O = override E = exempt N = non-taxable V = service X = invalid jurisdiction Z = zero tax rate |
*Blanks; the Calculation Module will return this field. The returned value is currently not referenced in the JD Edwards World modules. |
| O | LCOU08 | Tax | 7 | P | Three decimal places | Mapped to JD Edwards World field #XAMT2 (Tax Amount Authority 2) |
| I/O | Field Name | Field Description | Size | A/N/P | Comments | Specific Instructions |
|---|---|---|---|---|---|---|
| O | LCIT01 | Taxed Amount | 7 | P | Three decimal places | See LSTA01. |
| O | LCIT02 | Non-taxable Amount | 7 | P | Three decimal places | Unreferenced. |
| O | LCIT03 | Exempt Reason Code | 1 | A/N | * = default | Unreferenced |
| O | LCIT04 | Exempt Amount | 7 | P | Three decimal places | Unreferenced. |
| O | LCIT05 | Rate | 6 | N | Six decimal places | Mapped to JD Edwards World field #XTXR3 (Tax Rate Authority 3) |
| O | LCIT06 | Rate Indicator | 1 | A/N | C = current
P = previous Defaults to C |
Unreferenced. |
| I | LCIT07 | Tax Type | 1 | A/N | S = sales
U = use R = rental O = override E = exempt N = non-taxable V = service X = invalid jurisdiction Z = zero tax rate |
*Blanks. The Calculation Module will return this field. The returned value is currently not referenced in the JD Edwards World modules. |
| O | LCIT08 | Tax | 7 | P | Three decimal places | Mapped to JD Edwards World field #XAMT3 (Tax Amount Authority 3) |
| I/O | Field Name | Field Description | Size | A/N/P | Comments | Specific Instructions |
|---|---|---|---|---|---|---|
| O | LDIS01 | Taxed Amount | 7 | P | Three decimal places | See LDSA01. |
| O | LDIS02 | Non-taxable Amount | 7 | P | Three decimal places | Unreferenced. |
| O | LDIS03 | Exempt Reason Code | 1 | A/N | * = default | Unreferenced. |
| O | LDIS04 | Exempt Amount | 7 | P | Three decimal places | Unreferenced. |
| O | LDIS05 | Rate | 6 | N | Six decimal places | Mapped to JD Edwards World field #XTXR4 (Tax Rate Authority 4) |
| O | LDIS06 | Rate Indicator | 1 | A/N | C = current (default)
P = previous |
Unreferenced. |
| IO | LDIS07 | Tax Type | 1 | A/N | S = sales
U = use R = rental O = override E = exempt N = non-taxable V = service X = invalid jurisdiction Z = zero tax rate |
*Blanks. The Calculation Module will return this field. The returned value is currently not referenced in the JD Edwards World modules. |
| O | LDIS08 | Tax | 7 | P | Three decimal places | Mapped to JD Edwards World field #XAMT4 (Tax Amount Authority 4) |
| I/O | Field Name | Field Description | Size | A/N/P | Comments | Specific Instructions |
|---|---|---|---|---|---|---|
| O | LSPE01 | Taxed GeoCode | 9 | N | In the invoicing program P42565, if the returned field is not blank, format and display the individual tax authority amounts. Unreferenced in all other programs. | |
| O | LSPE02 | County Taxed Amount | 7 | P | Three decimal places | Unreferenced. |
| O | LSPE03 | Rate | 6 | N | Six decimal places | See LSPEC01. |
| O | LSPE04 | Rate Indicator | 1 | A/N | C = current
P = previous |
Unreferenced. |
| O | LSPE05 | Tax Type | 1 | A/N | S = sales
U = use R = rental O = override E = exempt N = non-taxable V = service X = invalid jurisdiction Z = zero tax rate |
Unreferenced. |
| O | LSPE06 | Tax | 7 | P | Three decimal places | See LSPEC01. |
| O | LSPE07 | City Taxed Amount | 7 | P | Three decimal places | Unreferenced. |
| O | LSPE08 | Rate | 6 | N | Six decimal places | See LSPEC01. |
| O | LSPE09 | Rate Indicator | 1 | A/N | C = current
P = previous |
Unreferenced. |
| O | LSPE10 | Tax Type | 1 | A/N | S = sales
U = use R = rental O = override E = exempt N = non-taxable V = service X = invalid jurisdiction Z = zero tax rate |
Unreferenced. |
| O | LSPE11 | Tax | 7 | P | Three decimal places | See LSPEC01. |
| O | LSPE12 | District Taxed Amount | 7 | P | Three decimal places | Unreferenced. |
| O | LSPE13 | Rate | 6 | N | Six decimal places | See LSPEC01. |
| O | LSPE14 | Rate Indicator | 1 | A/N | C = current
P = previous |
Unreferenced. |
| O | LSPE15 | Tax Type | 1 | A/N | S = sales
U = use R = rental O = override E = exempt N = non-taxable V = service X = invalid jurisdiction Z = zero tax rate |
Unreferenced. |
| O | LSPE16 | Tax | 7 | P | Three decimal places | See LSPEC01. |
| I | LSTA09 | State Non-taxed Reason Code | 1 | A/N | * = default | Blanks. |
| I | LCOU09 | County Non-taxed Reason Code | 1 | A/N | * = default | Blanks. |
| I | LCIT09 | City Non-taxed Reason Code | 1 | A/N | * = default | Blanks. |
| I | LDIS09 | District Non-taxed Reason Code | 1 | A/N | * = default | Blanks. |
| O | LDIS10 | District Apply Flag | 1 | A/N | 1 - District tax applies to the city
2 - District tax applies to the county |
Unreferenced. |
| I/O | Field Name | Field Description | Size | A/N/P | Comments | Specific Instructions |
|---|---|---|---|---|---|---|
| LACTC | Action Code | 2 | A/N | LACTC | Unreferenced. | |
| O | LSHTO | Ship-to (state) | 2 | A/N | State Code | Unreferenced. |
| O | LSHTZP | Ship-to (Postal) | 5 | A/N | Five-digit postal code | Unreferenced. |
| O | LSHTCT | Ship-to (city) | 25 | A/N | City name | Unreferenced. |
| O | LSHTCO | Ship-to (county) | 15 | A/N | County name | Unreferenced. |
| O | LSHTJI | Ship-to Jurisdiction In-Out | 1 | A/N | 1 = inside the city limits (default)
0 = outside the city limits |
Unreferenced. |
| O | LFILLI | Filler | 1 | A/N | Unreferenced. | |
| O | LSHRC | Ship-to Return Code | 2 | A/N | Unreferenced. | |
| O | LSHFR | Ship-from (state) | 2 | A/N | State Code | Unreferenced. |
| O | LSFRZP | Ship-from (Postal) | 5 | A/N | Five-digit postal code | Unreferenced. |
| O | LSFRCT | Ship-from (city) | 25 | A/N | City name | Unreferenced. |
| O | LSFRCO | Ship-from (county) | 15 | A/N | County name | Unreferenced. |
| O | LSFRJI | Ship-from Jurisdiction In-Out | 1 | A/N | 1 = inside the city limits (default)
0 = outside the city limits |
Unreferenced. |
| O | LFILL2 | Filler | 1 | A/N | Unreferenced. | |
| O | LSFRRT | Ship-from Return Code | 2 | A/N | Unreferenced. | |
| O | LORST | Order Acceptance (state) | 2 | A/N | State Code | Unreferenced. |
| O | LORZP | Order Acceptance (postal) | 5 | A/N | Five-digit postal code | Unreferenced. |
| O | LORCT | Order Acceptance (city) | 25 | A/N | City name | Unreferenced. |
| O | LORCO | Order Acceptance (county) | 15 | A/N | County name | Unreferenced. |
| O | LORJI | Order Acceptance Jurisdiction In-Out | 1 | A/N | 1 = inside the city limits (default)
0 = outside the city limits |
Unreferenced. |
| O | LFILL3 | Filler | 1 | A/N | Unreferenced. | |
| O | LORRTC | Order Acceptance Return Code | 2 | A/N | Unreferenced. | |
| O | LSTOR | Store Code | 10 | A/N | Unreferenced. | |
| O | LFILL4 | Filler | 95 | A/N | Unreferenced. |
| I/O | Field Name | Field Description | Size | A/N/P | Comments | Specific Instructions |
|---|---|---|---|---|---|---|
| I | LJUR01 | Ship-to GeoCode | 9 | N | Loaded from the tax area field of the customer invoice line, field name RPTXA1. | |
| I | LJUR02 | Ship-to inside or outside city limits | 1 | A/N | 1 = inside the city (default)
0 = outside city limits |
The passed value is formatted by interpreting the prefix of the field RPTXA1.
V = 1 - inside M = 1 - inside O = 0 - outside |
| I | LJUR03 | Ship-from GeoCode | 9 | N | Loaded with the identical value of LJUR01. | |
| I | LJUR04 | Ship-from-in-out | 1 | A/N | 1 = inside the city (default)
0 = outside city limits |
Move *blanks to LJUR04. The Vertex tax calculator will use the default the value of LJUR02. |
| I | LJUR05 | Order Acceptance GeoCode | 9 | N | Loaded with the identical value of LJUR01. | |
| I | LJUR06 | Order Acceptance in-out | 1 | A/N | 1 = inside the city (default)
0 = outside city limits |
The passed value is interpreted as described for field LJUR02, using the ABTXA1 of the order header branch/plant. |
| I/O | Field Name | Field Description | Size | A/N/P | Comments | Specific Instructions |
|---|---|---|---|---|---|---|
| LINV01 | Invoice Number | 12 | A/N | RPDOC (Document Number). This is a system-assigned number at the time the invoice is created. | ||
| LINV02 | Invoice Date | 8 | A/N | Required. The invoice date (CCYYMMDD) | Use invoice date fields: RPDID, RPDIM, RPDIY. | |
| O | LINV03 | Invoice Gross Amount | 13,3 | N | Three decimal places | Value returned from the tax calculator. Formatted to field #XAG, amount gross in X4008C. |
| O | LINV04 | Total Tax | 13,3 | N | Three decimal places | Value returned from the tax calculator. Formatted to field #XSTAM, tax amount in X4008C. |
| O | LINV05 | Combined Rate | 6 | N | Six decimal places | Value returned from the tax calculator. Formatted to field #XTXR5, combined rate, in X4008C. This field reflects the true tax rate. |
| LINV06 | Invoice Control # | 5 | A/N | Pass blank. |
| I/O | Field Name | Field Description | Size | A/N/P | Comments | Specific Instructions |
|---|---|---|---|---|---|---|
| I | LCUS01 | Customer Code/ID | 15 | A/N | A user-defined field used to check the customer's taxability using the TDM Customer Table. | RPAN8 (Customer Number). |
| I | LCUS02 | Customer Exempt Flag | 1 | A/N | Value of blank = let Calculation Module determine taxability of customer using TDM.
Value of 1 = Customer is tax exempt. If a customer is tax exempt, the entire invoice is exempted from tax. |
If the order line is coded as tax exempt (RPEXR1 = E ) pass value of 1. If the order line is not coded as exempt (RPEXR1 = blank) pass blank to allow TDM table to determine exempt statuses. |
| I | LCUS03 | Customer Exempt Certificate # | 15 | A/N | Pass blanks. This field contains the returned certificate number. | |
| I | LCUS04 | Customer Certificate Flag | 1 | A/N | 1 = Calculation Module will retrieve certificate number from Exemption subtable and populate this field on the Vertex Tax Register table. | Pass value of 1. The tax exempt certificate number is returned in field LCUS03. |
| I/O | Field Name | Field Description | Size | A/N/P | Comments | Specific Instructions |
|---|---|---|---|---|---|---|
| I | LCOM01 | Company Code | 5 | A/N | Default = 00000 | Pass RPCO, company code. |
| I | LCOM02 | Division/ Store Code | 5 | A/N | Default = 00000 | Based on the setup in the Vertex Constants (F7301) table, retrieve the appropriate category code from the address book of the customer (RPAN8). For example, if the Address Book Category Code Number field is set up with a value of 5, use the category code 5 (ABAC05) from the address book. |
| I | LCOM03 | Register File Indicator | 1 | A/N | 0 = No register record is written
1 = Register record is written 2 = Register record is rewritten if a duplicate record is encountered |
0 for all programs except for the P09871 (Post General Ledger) program. Use 1 for P09871 program. |
| I | LCOM04 | Filler | 4 | A/N | Blanks. | |
| I | LCOM05 | Filler | 3 | A/N | Reserved | Blanks. |
| O | LCOM06 | Return Code | 2 | A/N | Reserved | Test returned value against user defined code table 73/EC of Vertex warning messages. The user defined code table code is defined in the data dictionary for field VVEC. Warnings are ignored, errors show as no tax. |
| LCOM07 | File Access Mode | 1 | A/N | Blank = Batch mode (default)
I = Interactive |
Always pass value I. | |
| I | LCOM08 | Number of occurrences | 2 | N | Default = 01 | Blanks. |
| I | LCOM09 | Filler | 8 | A/N | Reserved for future use | Blanks. |
| I/O | Field Name | Field Description | Size | A/N/P | Comments | Specific Instructions |
|---|---|---|---|---|---|---|
| O | LTRN01 | Taxed GeoCode Indicator | 1 | A/N | Taxes calculated for:
T = ship-to location F = ship-from location O = order acceptance location |
Unreferenced. |
| O | LTRN02 | Status Code | 1 | A/N | To be defined. | Unreferenced. |
| I | LTRN03 | Invoice Line Item # | 5 | A/N | Pass the value of RPSFX - pay item. | |
| I | LTRN04 | Transaction Type | 6 | A/N | PURCH
SALE (default) LEASE RENTAL SERVIC |
Test if the invoice document type, field RPDCT, is coded in the F7305 Vertex transaction code cross reference. Line type is ignored. The resulting field #U$VTY will contain a valid value. Default the value of SALE. |
| I | LTRN05 | Transaction Sub-Type | 3 | A/N | Further identifies the transaction type: Property, Freight, Expense, Labor, etc. | Blanks, unreferenced. |
| I | LTRN06 | Transaction Code | 1 | A/N | N = normal (default)
A = adjustment Blank = tax-only debit C = tax-only credit R = distribute rate X = distribute tax |
Blanks, unreferenced. |
| I | LTRN07 | Transaction Date | 8 | N | Default = current system date | Pass invoice date; fields RPDID, RPDIM, RPDIY. |
| I | LPRO01 | Product Category Code | 15 | A/NA | A user-defined field used to check the product's taxability using the TDM Product table. | Blanks, unreferenced. |
| I | LPRO02 | Line Item Exempt Flag | 1 | A/N | Value of 1 = exempt this particular line item from tax
Value of blank = let Calculation Module determine the line item's taxability |
Blanks, unreferenced. |
| I | LPRO03 | State Taxability Flag | 1 | A/N | Blank = Vertex determines state tax liability
0 = no state tax liability 1 = state tax liability |
Blank, unreferenced. |
| I | LPRO04 | County Taxability Flag | 1 | A/N | Blank = Vertex determines county tax liability
0 = no county tax liability 1 = county tax liability |
Blank, unreferenced. |
| I | LPRO05 | City Taxability Flag | 1 | A/N | Blank = Vertex determines city tax liability
0 = no city tax liability 1 = city tax liability |
Blank, unreferenced. |
| I | LPRO06 | District Taxability Flag | 1 | A/N | Blank = Vertex determines district tax liability
0 = no district tax liability 1 = district tax liability |
Blank, unreferenced. |
| I | LPRO07 | Quantity | 11,4 | P | Four decimal places | RPU - units. Scrub to 4 decimals. |
| I | LPRO08 | Extended Price Amount | 13,3 | P | Three decimal places | RPAG - Gross Amount. Scrub to 3 decimals. |
| I | LPRO09 | State Tax Inclusion Flag | 1 | A/N | 0 = State tax not included in amount (default)
1 = State tax included in amount. |
Blank, unreferenced.
Applies to Canada only. If the tax is already included in the extended price, it needs to be distributed among state, county, city and district. |
| I | LPRO10 | County Tax Inclusion Flag | 1 | A/N | 0 = County tax not included in amount (default)
1 = County tax included in amount |
Blank, unreferenced. |
| I | LPRO11 | City Tax Inclusion Flag | 1 | A/N | 0 = City tax not included in amount (default)
1 = City tax included in amount |
Blank, unreferenced. |
| I | LPRO12 | District Tax Inclusion Flag | 1 | A/N | 0 = District tax not included in amount (default)
1 = District tax included in amount |
Blank, unreferenced. |
| I | LPRO13 | User Area | 25 | A/N | For customer use. This field shows on Vertex reports. | Blank, unreferenced. |
| I/O | Field Name | Field Description | Size | A/N/P | Comments | Specific Instructions |
|---|---|---|---|---|---|---|
| O | LSTA01 | Taxed Amount | 7 | P | Three decimal places | The highest value of LSTA01, LCOU01, LCIT01, LDIS01 is mapped to JD Edwards World field #XATXA (Taxable Amount). |
| O | LSTA02 | Non-taxable Amount | 7 | P | Three decimal places | Unreferenced. |
| O | LSTA03 | Exempt Reason Code | 1 | A/N | * = default | Unreferenced. |
| O | LSTA04 | Exempt Amount | 7 | P | Three decimal places | Unreferenced. |
| O | LSTA05 | Rate | 6 | N | Six decimal places | State rate, mapped to JD Edwards World field #XTXR1 (Tax Rate Authority 2). |
| O | LSTA06 | Rate Indicator | 1 | A/N | C = current
P = previous Default to C |
Unreferenced. |
| I | LSTA07 | Tax Type | 1 | A/N | S = sales
U = use R = rental O = override E = exempt N = non-taxable V = service X = invalid jurisdiction Z = zero tax rate |
*Blanks, unreferenced. The Calculation Module will return this field. The returned value is currently not referenced in the JD Edwards World modules. |
| O | LSTA08 | Tax | 7 | P | Three decimal places | State tax amount, mapped to JD Edwards World field #XAMT1. |
| I/O | Field Name | Field Description | Size | A/N/P | Comments | Specific Instructions |
|---|---|---|---|---|---|---|
| O | LCOU01 | Taxed Amount | 7 | P | Three decimal places | See LSTA01 |
| O | LCOU02 | Non-taxable Amount | 7 | P | Three decimal places | Unreferenced. |
| O | LCOU03 | Exempt Reason Code | 1 | A/N | * = default | Unreferenced. |
| O | LCOU04 | Exempt Amount | 7 | P | Three decimal places | Unreferenced. |
| O | LCOU05 | Rate | 6 | N | Six decimal places | Mapped to JD Edwards World field #XTXR2 (Tax Rate Authority 2) |
| O | LCOU06 | Rate Indicator | 1 | A/N | C = current
P = previous Default is C |
Unreferenced. |
| IO | LCOU07 | Tax Type | 1 | A/N | S = sales
U = use R = rental O = override E = exempt N = non-taxable V = service X = invalid jurisdiction Z = zero tax rate |
*Blanks. The Calculation Module will return this field. The returned value is currently not referenced in the JD Edwards World modules. |
| O | LCOU08 | Tax | 7 | P | Three decimal places | Mapped to JD Edwards World field #XAMT2 (Tax Amount Authority 2) |
| I/O | Field Name | Field Description | Size | A/N/P | Comments | Specific Instructions |
|---|---|---|---|---|---|---|
| O | LCIT01 | Taxed Amount | 7 | P | Three decimal places | See LSTA01. |
| O | LCIT02 | Non-taxable Amount | 7 | P | Three decimal places | Unreferenced. |
| O | LCIT03 | Exempt Reason Code | 1 | A/N | * = default | Unreferenced. |
| O | LCIT04 | Exempt Amount | 7 | P | Three decimal places | Unreferenced. |
| O | LCIT05 | Rate | 6 | N | Six decimal places | Mapped to JD Edwards World field #XTXR3 (Tax Rate Authority 3) |
| O | LCIT06 | Rate Indicator | 1 | A/N | C = current
P = previous Default to C |
Unreferenced. |
| I | LCIT07 | Tax Type | 1 | A/N | S = sales
U = use R = rental O = override E = exempt N = non-taxable V = service X = invalid jurisdiction Z = zero tax rate |
*Blanks. The Calculation Module will return this field. The returned value is currently not referenced in the JD Edwards World modules. |
| O | LCIT08 | Tax | 7 | P | Three decimal places | Mapped to JD Edwards World field #XAMT3 (Tax Amount Authority 3) |
| I/O | Field Name | Field Description | Size | A/N/P | Comments | Specific Instructions |
|---|---|---|---|---|---|---|
| O | LDIS01 | Taxed Amount | 7 | P | Three decimal places | Unreferenced. |
| O | LDIS02 | Non-taxable Amount | 7 | P | Three decimal places | Unreferenced. |
| O | LDIS03 | Exempt Reason Code | 1 | A/N | * = default | Unreferenced. |
| O | LDIS04 | Exempt Amount | 7 | P | Three decimal places | Unreferenced. |
| O | LDIS05 | Rate | 6 | N | Six decimal places | Unreferenced. |
| O | LDIS06 | Rate Indicator | 1 | A/N | C = current
P = previous |
Default is C. |
| IO | LDIS07 | Tax Type | 1 | A/N | S = sales
U = use R = rental O = override E = exempt N = non-taxable V = service X = invalid jurisdiction Z = zero tax rate |
*Blanks. The Calculation Module will return this field. The returned value is currently not referenced in the JD Edwards World modules. |
| O | LDIS08 | Tax | 7 | P | Three decimal places | Unreferenced. |
| I/O | Field Name | Field Description | Size | A/N/P | Comments | Specific Instructions |
|---|---|---|---|---|---|---|
| O | LSPE01 | Taxed GeoCode | 9 | N | Unreferenced. | |
| O | LSPE02 | County Taxed Amount | 7 | P | Three decimal places | Unreferenced. |
| O | LSPE03 | Rate | 6 | N | Six decimal places | Unreferenced. |
| O | LSPE04 | Rate Indicator | 1 | A/N | C = current
P = previous |
Unreferenced. |
| O | LSPE05 | Tax Type | 1 | A/N | S = sales
U = use R = rental O = override E = exempt N = non-taxable V = service X = invalid jurisdiction Z = zero tax rate |
*Blanks. The Calculation Module will return this field. The returned value is currently not referenced in the JD Edwards World modules. |
| O | LSPE06 | Tax | 7 | P | Three decimal places | See LSPEC01. |
| O | LSPE07 | City Taxed Amount | 7 | P | Three decimal places | Unreferenced. |
| O | LSPE08 | Rate | 6 | N | Six decimal places | See LSPEC01. |
| O | LSPE09 | Rate Indicator | 1 | A/N | C = current
P = previous |
Unreferenced. |
| O | LSPE10 | Tax Type | 1 | A/N | S = sales
U = use R = rental O = override E = exempt N = non-taxable V = service X = invalid jurisdiction Z = zero tax rate |
*Blanks, unreferenced. The Calculation Module will return this field. The returned value is currently not referenced in the JD Edwards World modules. |
| O | LSPE11 | Tax | 7 | P | Three decimal places | See LSPEC01. |
| O | LSPE12 | District Taxed Amount | 7 | P | Three decimal places | Unreferenced. |
| O | LSPE13 | Rate | 6 | N | Six decimal places | See LSPEC01. |
| O | LSPE14 | Rate Indicator | 1 | A/N | C = current
P = previous |
Unreferenced. |
| O | LSPE15 | Tax Type | 1 | A/N | S = sales
U = use R = rental O = override E = exempt N = non-taxable V = service X = invalid jurisdiction Z = zero tax rate |
*Blanks, unreferenced. The Calculation Module will return this field. The returned value is currently not referenced in the JD Edwards World modules. |
| O | LSPE16 | Tax | 7 | P | Three decimal places | See LSPEC01. |
| I | LSTA09 | State Non-taxed Reason Code | 1 | A/N | * = default | Blanks, unreferenced. |
| I | LCOU09 | County Non-taxed Reason Code | 1 | A/N | * = default | Blanks, unreferenced. |
| I | LCIT09 | City Non-taxed Reason Code | 1 | A/N | * = default | Blanks, unreferenced. |
| I | LDIS09 | District Non-taxed Reason Code | 1 | A/N | * = default | Blanks, unreferenced. |
| O | LDIS10 | District Apply Flag | 1 | A/N | Possible Values:
1 = District tax applies to the city 2 = District tax applies to the county |
Unreferenced. |
| I/O | Field Name | Field Description | Size | A/N/P | Comments | Specific Instructions |
|---|---|---|---|---|---|---|
| LACTC | Action Code | 2 | A/N | Unreferenced. | ||
| O | LSHTO | Ship-to (state) | 2 | A/N | State Code | Unreferenced. |
| O | LSHTZP | Ship-to (postal) | 5 | A/N | Five-digit Postal code | Unreferenced. |
| O | LSHTCT | Ship-to (city) | 25 | A/N | City name | Unreferenced. |
| O | LSHTCO | Ship-to (county) | 15 | A/N | County name | Unreferenced. |
| O | LSHTJI | Ship-to Jurisdiction In-Out | 1 | A/N | 1 = inside the city limits (default)
0 = outside the city limits |
Unreferenced. |
| O | LFILLI | Filler | 1 | A/N | Unreferenced. | |
| O | LSHRC | Ship-to Return Code | 2 | A/N | Unreferenced. | |
| O | LSHFR | Ship-from (state) | 2 | A/N | State Code | Unreferenced. |
| O | LSFRZP | Ship-from (Postal) | 5 | A/N | Five-digit Postal code | Unreferenced. |
| O | LSFRCT | Ship-from (city) | 25 | A/N | City name | Unreferenced. |
| O | LSFRCO | Ship-from (county) | 15 | A/N | County name | Unreferenced. |
| O | LSFRJI | Ship-from Jurisdiction In-Out | 1 | A/N | 1 = inside the city limits (default)
0 = outside the city limits |
Unreferenced. |
| O | LFILL2 | Filler | 1 | A/N | Unreferenced. | |
| O | LSFRRT | Ship-from Return Code | 2 | A/N | Unreferenced. | |
| O | LORST | Order Acceptance (state) | 2 | A/N | State Code | Unreferenced. |
| O | LORZP | Order Acceptance (postal) | 5 | A/N | Five-digit postal code | Unreferenced. |
| O | LORCT | Order Acceptance (city) | 25 | A/N | City name | Unreferenced. |
| O | LORCO | Order Acceptance (county) | 15 | A/N | County name | Unreferenced. |
| O | LORJI | Order Acceptance Jurisdiction In-Out | 1 | A/N | 1 = inside the city limits (default)
0 = outside the city limits |
Unreferenced. |
| O | LFILL3 | Filler | 1 | A/N | Unreferenced. | |
| O | LORRTC | Order Acceptance Return Code | 2 | A/N | Unreferenced. | |
| O | LSTOR | Store Code | 10 | A/N | Unreferenced. | |
| O | LFILL4 | Filler | 95 | A/N | Unreferenced. |
| Parameter | Description |
|---|---|
| LJUR01 | Use A6TXA2 for Business Unit Address, then MCTXA1 for Business Unit, then AGTXA2 for company address. |
| LJUR02 | Use the GeoCode prefix in LJUR01:
V = 1 - inside M = 1 - inside O = 0 - outside |
| LJUR03 | Use RPTXA1 from A/P Ledger. |
| LJUR04 | Use the prefix of GeoCode in LJUR03. |
| LJUR05 | Set to the same value as LJUR03. |
| LJUR06 | Set to the same value as LJUR04. |
| LINV01 | Blanks. |
| LINV02 | Use RPDIVJ (invoice date). If blank, use today's date. |
| LINV06 | Blanks - Not valid for purchasing. |
| LCUS01 | Address Book number of ship-to RPAN8. |
| LCUS02 | 1 if RPEXR1 = E, else blank. |
| LCUS03 | Blanks. |
| LCUS04 | Set to 1 to retrieve the certificate number if valid. |
| LCOM01 | RPCO (company number) |
| LCOM02 | Retrieve the Address Book number for RPMCU then retrieve the Address Book category code set up in the Vertex Constants table. |
| LCOM03 | If this is the posting program P09871, set to 1 to write the register records. Otherwise, set to 0. |
| LCOM04 | Blanks. |
| LCOM05 | Blanks. |
| LCOM07 | Set to I for interactive. |
| LCOM08 | Set to zeros - only one line item at a time will be passed. |
| LOCM09 | Blanks. |
| LTRN03 | Set to RPSFX for the line item number. |
| LTRN04 | Set to PURCH for tax type U, or SALES for sales tax type S, unless specified otherwise in the user defined code table for the document type. |
| LTRN05 | Blanks. |
| LTRN06 | Blanks. |
| LTRN07 | Zeros. |
| LPRO01 | Retrieve the category code set up in the Constants table. |
| LPRO02 | Blanks. |
| LPRO03 | Blanks. |
| LPRO04 | Blanks. |
| LPRO05 | Blanks. |
| LPRO06 | Blanks. |
| LPRO07 | Use RPU. |
| LPRO08 | Use AXTA from line item. |
| LPRO09 | Blanks. |
| LPRO10 | Blanks. |
| LPRO11 | Blanks. |
| LPRO12 | Blanks. |
| LPRO13 | Blanks. |
| LSTA07 | Blanks. |
| LCOU07 | Blanks. |
| LCIT07 | Blanks. |
| LDIS07 | Blanks. |
| LSTA09 | Blanks. |
| LCOU09 | Blanks. |
| LCIT09 | Blanks. |
| LDIS09 | Blanks. |
| LACTC | Blanks. |
| Parameter | Description |
|---|---|
| LJUR01 | PDTXA1/PRTXA1 |
| LJUR02 | The passed value is formatted by interpreting the prefix of PDXTA1/PRTXA1.
V = 1 - inside M = 1 - inside O = 0 - outside |
| LJUR03 | Retrieve the tax area from the Ship From (PDAN8/PRAN8) supplier master record. |
| LJUR04 | Same as LJOR02. |
| LJUR05 | Set to the same value as LJUR03. |
| LJUR06 | Set to the same value as LJUR04. |
| LINV01 | Blanks - Not valid for purchasing |
| LINV02 | Use PDTRDJ/PRTRDJ. If blank, use today's date. |
| LINV06 | Blanks - Not valid for purchasing. |
| LCUS01 | Address book number of ship-to (PDAN8/PRAN8). |
| LCUS02 | PDEXR1/PREXR1. |
| LCUS03 | Blanks. |
| LCUS04 | Set to 1 to retrieve the certificate number if valid. |
| LCOM01 | PDCO or PRCO for company. |
| LCOM02 | Retrieve the Address Book number from the branch/plant constants (PDMCU/PRMCU) then retrieve the Address Book category code set up in the Vertex Constants file. |
| LCOM03 | If this is the posting program P09871, set to 1 to write the register records, otherwise set to 0. |
| LCOM04 | Blanks |
| LCOM05 | Blanks |
| LCOM07 | Set to I for interactive. |
| LCOM08 | Set to zeros - only one line item at a time will be passed. |
| LOCM09 | Blanks |
| LTRN03 | Set to PDLNID/PRLNID for the line item number. |
| LTRN04 | Set to PURCH for tax type U, or SALES for sales tax type S, unless specified otherwise in the UDC for the document type. |
| LTRN05 | Blanks |
| LTRN06 | Blanks |
| LTRN07 | Zeros |
| LPRO01 | Retrieve the category code set up in the constants file. |
| LPRO02 | Set based on PDTX and PRTX. |
| LPRO03 | Blanks |
| LPRO04 | Blanks |
| LPRO05 | Blanks |
| LPRO06 | Blanks |
| LPRO07 | Set to PDUORG or PRUREC. |
| LPRO08 | Set to PDECST or PRAREC. |
| LPRO09 | Blanks |
| LPRO10 | Blanks |
| LPRO11 | Blanks |
| LPRO12 | Blanks |
| LPRO13 | Blanks |
| LSTA07 | Blanks |
| LCOU07 | Blanks |
| LCIT07 | Blanks |
| LDIS07 | Blanks |
| LSTA09 | Blanks |
| LCOU09 | Blanks |
| LCIT09 | Blanks |
| LDIS09 | Blanks |
| LACTC | Blanks |