Setting Up Vertex Q Series Constants

Access the Work With Vertex Q Series Constants Revision form.

Vertex Q Series Active

Specify whether to use the Vertex Tax Compliance system for tax calculations.

Y: Use Vertex system.

N: Do not use Vertex system. Instead, use JD Edwards EnterpriseOne tax calculations.

U.S. Country Code

Enter the code used to indicate to the Vertex Sales and Use Tax system that you select to represent the United States.

Canada Country Code

Enter the code used to specify Canada to the Vertex Sales and Use Tax System.

GL Offset

Enter a code that indicates how to locate the tax account for general ledger entries. This field points to automatic accounting instructions (AAIs) that, in turn, point to the tax account.

Examples are:

PTyyyy - for AP (valued-added tax (VAT) only)

RTyyyy - for AR (VAT only)

GTyyyy - for GL (VAT only)

4320 - for Sales Orders

4400 and 4410 - for Purchase Orders

When setting up VAT and Canadian GST, PTyyyy, RTyyyy, and GTyyyy are the only valid values. For the AP system, a second GL Offset (PT_ _ _ _) is required when the tax setup involves VAT plus use taxes (tax explanation code B). Use AAI PT_ _ _ _ to designate the use tax portion of the setup.

For sales taxes, the JD Edwards EnterpriseOne Accounts Payable and JD Edwards EnterpriseOne Accounts Receivable systems ignore the values in this field. However, the JD Edwards EnterpriseOne Sales Order Management and JD Edwards EnterpriseOne Procurement systems require values in this field.

Vertex Q Series City Compression

Enter an option that specifies whether Vertex Q Series uses the GeoCode city compression capability. With this capability, Vertex Q Series can recognize common abbreviations and misspellings of city names. It is not necessary to fully spell out city names, such as St. Louis (Saint Louis), for Vertex Q Series to recognize them and return the correct GeoCodes. In addition, common misspellings are corrected automatically.

For example, it will recognize Bch Haven as Beach Haven, and Filadelphia as Philadelphia.

Division Code

Enter the Vertex Tax Interface the Address Book Category Code to use for Division/Store Code for Sales Tax. The Division/Store Code is used by the Vertex Tax Decision Maker module. The interface will use the corresponding category code based on the value specified in this field.

Customer Class Code

Enter the Address Book Category Code that the Vertex Sales Tax Q Series Interface uses for Customer Class Code for Sales Tax. The Customer Class Code is passed to Vertex Sales Tax Q Series and matched to the Customer Class Code in the Vertex Tax Decision Maker module.

Product Category/ID

Enter the Vertex Tax Interface the Item Branch/Plant category code to use for Product Category for Sales Tax. The Product Category code is used by the Vertex Tax Decision Maker module. The interface will use the corresponding category code from the Item Branch/Plant file based on the value specified in this field.