Configuring Vertex O Series Integration

This section discusses how to activate the TAX_INTEGRATION service operation queue, activate the service operations, activate the routings, and activate the PSFT_TAX node.

Page Name

Definition Name

Usage

Queue Definitions Page

IB_QUEUEDEFN

Activate the TAX_INTEGRATION service operation queue.

Service Operation - General Page

IB_SERVICE

Activate the service operations.

Service Operation - General Page

IB_SERVICETRNGS

Activate the routings.

Node Definitions Page

IB_NODE

Activate tax node.

Use the Queue Definitions page (IB_QUEUEDEFN) to activate the TAX_INTEGRATION service operation queue.

Navigation:

PeopleTools, Integration Broker, Integration Setup, Queues

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

Use the Service Operation - General page (IB_SERVICE) to activate the service operations.

Navigation:

PeopleTools > Integration Broker > Integration Setup > Service Operations

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

Service Operation

Direction and Type

Handlers

Chunking Available?

Integrates With

DO_TAXCALC_REQ

Outbound

Synchronous

Not applicable

No

Vertex O Series or another third-party tax supplier

GET_GEOCODES_REQ

Outbound

Synchronous

Not applicable

No

Vertex O Series

See PeopleTools: Integration Broker Service Operations Monitor

Use the Service Operation - General page (IB_SERVICETRNGS) to activate the routings.

Navigation:

PeopleTools > Integration Broker > Integration Setup > Service Operations

Click the Routings tab.

Activate the DO_TAXCALC_REQ_V2 and the GET_GEOCODE_REQ_TAX routings for the PSFT_TAX node.

  • For the DO_TAXCALC_REQ_V2 routing, set the PrimaryURL property to the endpoint of the Vertex tax calculation request function.

    Typically this will be: http://<host:port>/pgc/servlet/taxcalc. Replace <HOST:PORT> with the address of the Vertex PeopleSoft generic connector.

  • For the GET_GEOCODE_REQ_TAX routing, set the PrimaryURL property to the endpoint of the Vertex tax area request function.

    Typically this will be: http://<host:port>/pgc/servlet/taxarealookup. Replace <HOST:PORT> with the address of the Vertex PeopleSoft generic connector.

See Manage Routing Definitions, PeopleTools: Integration Broker

Use the Node Definitions page (IB_NODE) to activate tax node.

Navigation:

PeopleTools, Integration Broker, Integration Setup, Nodes

Verify that the PSFT_TAX node is active.

See Adding and Configuring Nodes, PeopleTools: Integration Broker