MAC-PAC Homecontact ussupport login 
Documentation > MAC-PAC Reference and Help > Reference File Categories > VERTEX TAX INFORMATION

Function Select

RFI79S01 - Function Select
 WILLIAMS                       COMMON FEATURES                         2/22/96

 DSP01                    REFERENCE FILE CATEGORY I79           FUNCTION SELECT

                                                                                

                                                                               

                   Category Name        VERTEX TAX INFORMATION                 

                                                                               

                                                                               

                                        BLANK KEY                              

                   Category Key                                                 

                                                                               

                                                                               

                                                                               

                   Request Code                                                

                                                                               

                                        1 - Add                                 

                                        2 - Change                             

                                        3 - Delete                             

                                        4 - Inquire                            

                                                                               

                                                                               

                                                                               

 F2=Command          F3=Exit             F7=End Category     F8=Display List   

 F9=Inquiry                                                                    

 

 

The Vertex Tax Information category is used to define defaults for the Vertex-MAC-PAC interface.

This Reference File category is only used with the Vertex tax calculation package.

 

Detail

RFI79S02 - Detail
 WILLIAMS                       COMMON FEATURES                         2/22/96

 DSP01                    REFERENCE FILE CATEGORY I79                    CHANGE

                                                                                

                   Category Name        VERTEX TAX INFORMATION                 

                                                                               

                                        BLANK KEY                              

                   Category Key                                                

                                                                               

                                                                                

            MAC-PAC CUST EXEMPT     SHIP-TO CUST EXEMPT     SO MAINT TAX       

       Data          Y                      Y                    N             

                     Y                      Y                    Y             

                                                                               

            GEOCODE CHG WITH ADDRESS CHG    INTERNATIONAL STATE CODE           

       Data          N                                   ..                     

                     Y                                   XX                    

                                                                               

            DEFAULT TRAN TYPE    DEFAULT TRAN STYPE    DEFAULT TRAN CODE       

       Data      SALE                   P                      N               

                 XXXXXX                 XXX                    X               

                                                                               

 F2=Command          F3=Exit             F9=Inquiry          F10=Function Select

 F12=Lower Case      F15=Rekey Data                                            

 

This screen is used to set up defaults that are utilizes with when MAC-PAC uses Vertex for tax calculating purposes.

MAC-PAC CUSTOMER EXEMPT

Required.  Enter Y (yes) to have MAC-PAC determine customer exemptions.  Enter N (no) if Vertex will determine the exemption for the MAC-PAC customer.

SHIP-TO CUSTOMER EXEMPT

Required.  Enter Y (yes) to have MAC-PAC exemptions determined at the ship-to level.  Enter N (no) to have the exemption determined at the bill-to customer level.

SALES ORDER MAINTENANCE

Required.  Enter Y (yes) if Vertex should calculate taxes in the Sales Order Maintenance conversation.  Enter N (no) if Vertex should not calculate taxes during the Sales Order Maintenance conversation.

GEOCODE CHANGE WITH ADDRESS CHANGE

Required.  Defaults to N (no) and can not be modified unless

- The Address Change format flag on Reference File category 133 is set to 1, meaning that the address field is not free format

- The Vertex installed flag is set to Y (yes) on Reference File category 11. You can then enter Y (yes) if an address change should result in a Geocode change, or the field will remain N (no) .

INTERNATIONAL STATE CODE

Required.  This field is used by the system for Geocode validation for international states in Customer Maintenance conversation.  Enter a state code that is valid on Reference File category 326. 

DEFAULT TRANSACTION TYPE

Required. Enter the transaction type that will be displayed as a default value which Vertex will use when calculating taxes.  Valid values are defined on the Reference File category I81.

Vertex will calculate the line item as SALE if a transaction type is not entered.

DEFAULT TRANSACTION SUBTYPE

Required.  Subtypes further define the type of transaction being processed.  Enter the transaction subtype that will be displayed as a default value which Vertex will use when calculating taxes.  Valid values are defined on the Reference File category I82.

DEFAULT TRANSACTION CODE

Required.  Enter the type of transaction that will be displayed as a default value which Vertex will use when calculating taxes.  Valid values are defined on the Reference File category I83.

Vertex will calculate the line item as Normal if a transaction type is not entered.