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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.