1. Tax Processing Implementation Guide
  2. Understanding How to Override GeoCodes

Understanding How to Override GeoCodes

After you assign GeoCodes to address book records, you might need to override a GeoCode on a specific transaction such as an invoice, voucher, or contract billing line. You might need to override a GeoCode if a tax jurisdiction changed or if the wrong address was used for a particular transaction, resulting in an incorrect GeoCode.

Note: Locate the correct GeoCode for the address that you will be using to override tax information by entering P73GEO in the Fast Path field.

You use the Vertex Tax Decision Maker (TDM) to set up overrides to standard GeoCodes as contained in the Vertex database. TDM works in conjunction with these JD Edwards EnterpriseOne systems and associated programs:

System

Program

JD Edwards EnterpriseOne Accounts Payable

These programs apply to the JD Edwards EnterpriseOne Accounts Payable system:

  • Supplier Master (P04012)

  • Multi Company - Single Supplier (P041016)

  • Multi-Voucher Entry (P041017)

  • AP Standard Voucher Entry (P0411)

  • AP Speed Voucher Entry (P0411SV)

JD Edwards EnterpriseOne Procurement

These programs apply to the JD Edwards EnterpriseOne Procurement system:

  • Purchase Orders (P4310)

  • Purchase Order Workbench (P43101)

  • Voucher Match (P4314)

  • Order Revision History (P43205)

  • Release Open Quotations (P43360)

JD Edwards EnterpriseOne Accounts Receivable

These programs apply to the JD Edwards EnterpriseOne Accounts Receivable system:

  • Customer Master (P03013)

  • Standard Invoice Entry (P03B11)

  • Speed Invoice Entry (P03B11SI)

JD Edwards EnterpriseOne Sales Order Management

These programs apply to the JD Edwards EnterpriseOne Sales Order Management system:

  • Sales Order Entry (P4210)

  • Online Invoice Inquiry (P42230)

JD Edwards EnterpriseOne Service Management System

These programs apply to the JD Edwards EnterpriseOne Service Management system:

  • Contract Revisions (P1721)

  • Work Order Revisions (P17714)

  • Work Order Quote (R17711)

  • On Line Work Order Quote Inquiry (P17717)

  • Maintenance Request Entry (P17501)

JD Edwards EnterpriseOne Contract Billing

The Contract Billing Line Detail Revisions (P5202) program applies only to the JD Edwards EnterpriseOne Contract Billing system.

JD Edwards EnterpriseOne Service Billing

These programs apply to the JD Edwards EnterpriseOne Service Billing system:

  • Tax Derivation Information (P48127)

  • Work With Work Orders (P48201)

  • Job Cost Master (P51006)

  • Business Units (P0006)

When a JD Edwards EnterpriseOne program calls TDM, the TDM determines:

  • Whether the transaction is interstate or intrastate.

  • The taxing jurisdiction of the transaction.

  • The appropriate tax rate.

  • The maximum tax base.

  • Excess amounts, if applicable.

TDM then:

  • Retrieves the appropriate tax rate.

  • Calculates tax amounts.

  • Returns the amount to the JD Edwards EnterpriseOne program.

    Note: In the JD Edwards EnterpriseOne Service Management system, the system does not calculate taxes until you run the Service Contract Workfile Generation program (R1732) or the S&WM Work Order Workfile Generation program (R1775) in final mode. However, the system does calculate taxes when you create a service order quote or enter a call.

Vertex Sales Tax Q Series does not calculate tax based on the gross amount of the transaction. You must enter the taxable amount for the system to make the calculation.

The GeoCode must begin with a V, M, or O.