Vertex Processing

Vertex is a third-party tax calculation package that interfaces with MAC-PAC to calculate domestic taxes for U. S. based clients.  Vertex processing occurs for open distribution lines in both online and batch modes.

In the Accounts Receivable module, MAC-PAC gathers information for taxable items and transmits the data to Vertex.  Tax information is gathered and processed during the AR Open Item Entry and Maintenance conversations.  The MAC-PAC /Vertex interface gives you the option to calculate taxes with data from Sales Order Maintenance conversation or from the Invoice and Debit/Credit Memo Entry conversation.

MAC-PAC relies on various geocodes, which are location codes that Vertex uses for processing, and indicators to determine which distribution lines will be passed to Vertex for calculation.  Specifically, MAC-PAC reviews the location geocode field and city in-out indicator field for the specific company/location on the Ship-to Customer file.  These fields are located on the Sales Information screen in the Customer Master Maintenance conversation. 

During processing at the detail level, MAC-PAC displays the transaction code field on the second line of the Detail Subfile on the Invoice and Debit Credit Memo processing.

When initially installing MAC-PAC, you must make a choice of installing either U. S. Taxes processing, which supports either Vertex, GST, or VAT processing.