Setting Up PeopleSoft Installation Options for Vertex O Series

The Set Up Financials/Supply Chain, Install, Tax Provider Installation page provides the following options for Vertex O Series:

Note: To display options for Vertex O Series, Vertex must be chosen as the Tax Supplier on the Overall Installation Options page and Vertex O Series as the Vertex Tax Application on the Tax Provider Installation page.

Field or Control	Description
Tax Supplier Call Options	Determines whether tax calculation transactions are sent to Vertex line by line or as an entire document. The options are: Doc Level: an entire invoice or document is sent to Vertex for tax calculation. Line Level: tax calculation transactions are sent to Vertex 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 credit and re-bill. Choosing the document level option will also provide faster tax transaction processing in most situations since fewer messages are exchanged with the Vertex tax software. 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 re-bill when an individual line must be credited.
Tax Supplier Call – Payables	Select how tax calculation transactions from the Accounts Payable application are sent to Vertex. Transactions from Purchasing are always sent line by line, regardless of the value in this field.
Tax Supplier Call – Sales	Select how tax calculation transactions from the Billing application are sent to Vertex. 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 Supplier Upgrade Status	Displays the status of the process run when the tax supplier 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 the Vertex O Series web service. By default, the node to use is PSFT_TAX.
Tax Exemption Override Allowed	Select to allow tax exempt transactions to be sent from PeopleSoft to Vertex. If tax exemption overrides are not allowed, exemptions must be maintained within the Vertex application.