Manually Add a Geography for the US

The Load Geographies for US process imports the jurisdiction codes provided by third-party sources like Vertex.

Run this process periodically to uptake any geocode changes being delivered by your provider. It is very unusual for a geography to be missing, but in these cases, you can manually add it. Before you do, however, run the Load Geography for US process to make sure it hasn't already been added by a Vertex update.

Note: You can't create a geography if a local tax has been associated with it. In these cases, your third-party source must provide the missing geocode. Oracle recommends you attempt to resolve the issue by running the Load Geography for US process.

To manually add a geography:

1. Start the Geographies task from your implementation project.

2. Perform a search with United States as the country name.

3. Select United States in the search results.

4. Select Manage Geography Hierarchy from the Actions menu.

5. Expand the node hierarchy, and confirm that the geography is missing.

6. Select the node where the new geography will reside.

   If you're adding a county, select the parent state node. If you're adding a city, select the parent county.

7. Define the geography's primary code.

   1. Click Create.

      The Create page displays.

   2. In Primary and Alternative Names, click Add.

   3. Specify the name of the new geography. Leave the other fields with their default values.

   4. Click Save.

   5. Enter the following.

      Field name	What you enter
      Code	Enter the geography's geocode. This code must be unique within its parent geography.
      Code Type	Select Tax geography code.
      Data Provider	Leave the default setting.
      Language	Leave the default setting.

8. Define the geography's secondary code.

   1. In Primary and Alternative Codes, click Add.

   2. In Primary and Alternative Codes, click Add again.

   3. Enter the following.

      Field name	What you enter
      Code	Enter the name of the new geography.
      Code Type	Select the appropriate Primary value for this geography. For example, if you're adding a city, select Primary City.
      Data Provider	Leave the default setting.
      Language	Leave the default setting.

   4. Click Save and Close.

9. Define the ZIP Code info for the new geography.

   1. In the geography hierarchy, select the new geography's node.

   2. Click Create. The Create Postal Code page displays.

   3. In Primary and Alternative Names, click Add.

   4. In Name, specify the new geography's ZIP Code.

      Leave the other fields with their default values.

   5. Click Save, and click Add again.

   6. Enter the following.

      Field name	What you enter
      Code	Enter the ZIP Code of the new geography.
      Code Type	Select FIPS Code.
      Data Provider	Leave the default setting.
      Language	Leave the default setting.

   7. Add other ZIP Codes as needed.

   8. When finished, click Save and Close.