Reviewing and Modifying Tax Jurisdiction Level Translation

This section provides an overview of the translation of tax jurisdiction levels provided by third-party tax solutions to PeopleSoft tax authority codes and discusses how to modify the translation map used with Vertex O Series.

Page Name

Definition Name

Usage

Define Maps Page

SAC_MAP_DEFN

Identify the map ID, description, and map type for the translation of Vertex O Series tax jurisdiction levels to PeopleSoft tax authority codes.

Map Detail Page

SAC_MAP_DEFN_DTL

Enter the mapping data needed for the translation of Vertex O Series tax jurisdiction levels to PeopleSoft tax authority codes. Documentations talks about having this map id in your system through xml mapper but it doesn't point out how to setup the data that is required if it is missing. It also doesn't include all the mappings necessary for the integration. I have included an attachment with the mappings and data that need to be included in a customers system for this integration.

The PeopleSoft system translates the tax jurisdiction levels provided by Vertex Q and O Series, and Taxware Sales and Use Tax into a standard, PeopleSoft code. The PeopleSoft codes include:

  • ST: State tax.

  • CTY: City tax.

  • CNY: County tax.

  • DST: District tax.

  • SCN: Secondary county tax.

  • SCI: Secondary city tax.

  • SDI: Secondary district tax.

  • GST: Canadian goods and services tax.

  • PST: Canadian provincial sales tax.

  • OTH: Other.

Taxware Enterprise provides the PeopleSoft codes directly; no translation will take place. You can modify the mapping of Vertex O Series tax jurisdiction levels to tax authority codes using the XML Mapper component. You cannot modify the translation of authority codes used with Vertex Q Series or Taxware Sales and Use Tax.

Use the Define Maps page (SAC_MAP_DEFN) to identify the map ID, description, and map type for the translation of Vertex O Series tax jurisdiction levels to PeopleSoft tax authority codes.

Navigation:

SCM Integrations > XML Mapper > Define Maps

  1. With the search page, select the map with the Map ID, VERTEXO_JURISDICTION.

  2. Select the Map Detail tab to access the Map Detail page.

  3. Modify the entries in the Static Transformation grid.

    Note: The * character in the External Value column represents unmapped codes coming from Vertex.

  4. Click Save.

The following mappings are necessary for the integration:

  • Map ID VERTEXO_JURISDICTION with map type VALUES ONLY.

  • Map ID VERTEXO_TAX_RESULT with map type VALUES ONLY.

  • Map ID VERTEXO_TAX_TYPE with map type VALUES ONLY.

The VERTEXO_JURISDICTION map ID should include the following data in the Static Transformation group box of the Map Detail page:

Internal Value

External Value

OTH

*

CTY

CITY

GST

COUNTRY

CNY

COUNTY

DST

DISTRICT

PST

PROVINCE

ST

STATE

The VERTEXO_TAX_RESULT map ID should include the following data in the Static Transformation group box of the Map Detail page:

Internal Value

External Value

E

EXEMPT

N

NON-TAXABLE

T

TAXABLE

The VERTEXO_TAX_TYPE map ID should include the following data in the Static Transformation group box of the Map Detail page:

Internal Value

External Value

C

CONSUMERS_USE

S

SALES

U

SELLER_USE