Understanding PeopleSoft Integration With Vertex O Series
PeopleSoft communicates with the Vertex O Series web service through the PeopleSoft Integration Broker and the Vertex PGC (PeopleSoft Generic Connector). To integrate with the Vertex O Series tax solution, you must perform the following configuration steps:
Set up your local integration gateway and load the gateway connectors.
The Integration Broker uses the HTTPTARGET connector to communicate with the Vertex web service.
See PeopleTools: Integration Broker
Activate the TAX_INTEGRATION service operation queue.
Activate the service operations and routings.
DO_TAXCALC_REQ
GET_GEOCODES_REQ
See Managing Service Operations, PeopleTools: Integration Broker
See Managing Routing Definitions, PeopleTools: Integration Broker
Activate the PSFT_TAX node.
Set Vertex as the Tax Supplier on the PeopleSoft Financials/Supply Chain Installation Options page and set the appropriate Vertex options on the Tax Provider Installation page.
See Setting Up PeopleSoft Installation Options for Vertex O Series.
Note: When you switch from one Tax Supplier Application to another, such as switching from Vertex Q Series to O Series, any geocodes associated with address records in the PeopleSoft database must be upgraded before tax calculations can be sent to the tax supplier software. The Tax Provider Installation page will display the geocode upgrade process status. You should run the process, allow it to complete successfully, or fix any errors that occur, before proceeding.
Configure Billing, Order Management, and Purchasing business units to calculate sales and use taxes through the installed tax supplier and set business-unit level tax supplier options.