Understanding How to Assign GeoCodes Manually

The system assigns a GeoCode to the records in the Business Unit Master (F0006), F0401, and F03012 tables, based on these fields in the mailing address for the corresponding address book record:

• City

• State

• Postal Code

• County

You might need to manually change or assign GeoCodes for these reasons:

• You have added a new address book record for a customer or supplier.

• An existing Address Book Master (F0101) table was changed.

• The address is outside city limits.

• A multicounty situation exists for an address book record. The possible GeoCodes display in a multicounty window.

• Due to data errors, records were not updated when you ran the Update Address Book GeoCodes and Effective Address Update programs.

When a multicounty situation exists, use the Retrieve GeoCode form to select a GeoCode. The Retrieve GeoCode form lists all of the possible GeoCodes that correspond to county names and postal code ranges.

When you change an address, the system updates any existing GeoCode. If the address change results in a different GeoCode, the system also updates the Tax Rate/Area field in the F03012 and F0401 tables.

If any of these conditions exist, the system does not update the Tax Rate/Area field:

• The proper tax explanation code is not assigned (S, U, or E).

• Errors occurred.

• The mailing address resides in multiple tax jurisdictions.

Depending on the type of address book record, perform one of these tasks to assign GeoCodes to business units, suppliers, and customers:

• Assign GeoCodes to business units manually.

  You assign the GeoCode to a business unit as you would any other tax rate area, however, the GeoCode must begin with a prefix of V, M, or O.

  Note: The business unit tax explanation code is always S (sales tax) if you are working with the JD Edwards EnterpriseOne Service Management system.

  See Setting Up Default Tax Information.

• Assign GeoCodes to suppliers manually.

  You assign GeoCodes to suppliers as you would any other tax information.

• Assign GeoCodes to customers manually.

  You assign GeoCodes to customers as you would any other tax information.

  Note:

  When you use the Search button to find the value for the Tax Rate/Area field on any form, the system verifies whether Vertex Sales Tax Q Series is activated in the Vertex Q Series Constants. If so, the system first displays GeoCodes from which you can review and select appropriately. If no GeoCodes are displayed, either the connection to Vertex Sales Tax Q Series is not correct or the address is incorrect.

  To review JD Edwards EnterpriseOne tax rates/areas, click Close. The system displays JD Edwards EnterpriseOne tax rates/areas.