Vertex Tax

Hi Every body,
I am a core-techy.
I need to implement vertex tax. Can any body please help me to find out some document regarding that.
Thanks in advance,
Ravan.

Paul,
I read your problem and most likely there is addtional configuration that may need to change depending on the details of your SAP and Vertex deployment. You can reach me at Vertex to discuss this issue. Some addtional details about which version of SAP, which product and version from Vertex, how it is deployed, etc will be some of the items we can discuss. As an example, this could be a memory issue and you need to enable more listeners....sometimes this happens when the RFC gateway can't keep with the responses from the external system. Kevin Toner

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Custom Vertex Tax settings

Hello Guru's,
will anyone can share how to custom the VERTEX TAX config settings.
Reward for good links

hi PV,
Pls see the below links
https://www.sdn.sap.com/irj/sdn/advancedsearch?query=customVertexTaxsettings++&cat=sdn_all
Vertex provides industry-leading tax-processing solutions for corporate income tax, sales tax, consumer-use tax, and value-added tax. Vertex and SAP offer hundreds of mutual customers of SAP ERP and SAP CRM applications a suite of integrated tax-process solutions. Additionally, Vertex provides its award-winning Fixed Assets Manager and sales tax solutions to customers of SAP Business One
thanks
sagar.
reward me points if usefull

Disable Vertex Tax Jurisdiction Code Validation & RFC Call

We want to disable calling vertex for tax jurisdiction code in some cases based on sales org & division. For a small business unit we are using SAP ECC 5.0 SD module to create customers & sales orders. These orders are placed via a external non-SAP front-end and are entered into SAP via a BAPI/RFC create customer & create sales order call. The front-end calculates all the prices and tax and passes that to SAP via the BAPI call. SAP accepts the prices & tax as-is (due to how we've configured SAP for these types of orders) and does not recalculate price or tax. However, on SAP we have external tax configured to call Vertex Q Series via Translink which we currently use to determine jurisdiction code & sales tax for other business units & for use tax. This external non-SAP front-end does not have any address validation therefore the addresses we receive are not always good (ex. they abbreviate or mis-spell cities, etc...) and therefore when saving customer or order addresses via the BAPI calls we receive errors from SAP indicating that the tax jurisdiction code can not be determined. In these cases we want to NOT call Vertex for automatic tax jurisdiction code check and allow SAP to accept a state level jurisdiction code that we can pass (ex. Minnesota's is 2400000000). How can we turn off the call to Vertex for tax jurisdiction code check? Apparently we can use SAP user exit EXIT_SAPLFYTX_USER_001 include ZXFYTU03 but what is the ABAP code to turn this call off for specific sales org & division?
Regards,
Jeff

Hi,
You can create the custom tables with the same fields on Vertex and maintain those tables with the same values.
You can comment the section of RFC call and add your own validations.
Hope this helps.
Regards,
Kranthi

Vertex tax information does not come back to SAP

Strange problem that we are having.
We have a situation where the taxes calculated back from Vertex somehow does not come back to the billing document upon billing document creation. However, this problem seems to be rare and intermittent, but happens regardless.
The problem doesn't seem to be configuration because billing documents for the same customer and material are successfully calculated for tax. Also, if the incorrect billing document is re-billed, the taxes come in correctly. I already checked VK13 to make sure that all the condition types are coming in correctly.
Also, Vertex seems to have been able to receive the parameters that is used for calculating the tax as the Vertex log shows that the tax information was calculated correctly, but for some reason, this tax does not make it back to the billing doc.
Has anybody had this problem with Vertex?
Thanks

Paul,
I read your problem and most likely there is addtional configuration that may need to change depending on the details of your SAP and Vertex deployment. You can reach me at Vertex to discuss this issue. Some addtional details about which version of SAP, which product and version from Vertex, how it is deployed, etc will be some of the items we can discuss. As an example, this could be a memory issue and you need to enable more listeners....sometimes this happens when the RFC gateway can't keep with the responses from the external system. Kevin Toner

SAP - Vertex Tax Distribution / Not Invoice?

Hello, when we are processing certain sales orders, Vertex is interpreting these as Tax Distribution business transaction, rather than Invoice transactions. When we invoice single line item orders, we get an Invoice business transaction type. However, on multi line orders we get a Tax Distribution type. These are custom order types for taxable orders. Based on the Vertex install guides, it looks like SAP is calling RFC_UPDATE_TAXES_DOC for the Invoice schema, however it looks like SAP is calling RFC_FORCE_TAXES_DOC for the Tax Distribution Schema. Any reason why the "FORCE_TAXES" RFC would be called? Thanks for any insights...

Paul,
I read your problem and most likely there is addtional configuration that may need to change depending on the details of your SAP and Vertex deployment. You can reach me at Vertex to discuss this issue. Some addtional details about which version of SAP, which product and version from Vertex, how it is deployed, etc will be some of the items we can discuss. As an example, this could be a memory issue and you need to enable more listeners....sometimes this happens when the RFC gateway can't keep with the responses from the external system. Kevin Toner

SAP calling Vertex (taxes) for every line instead of at document level

We use Vertex for taxes and want SAP to call Vertex at the end of the document instead of at every line item. It then calls again for credit worthiness toward the end of the process as well.
Does anyone have this same issue?
How to rectify?
Thanks,
Michelle

Hi Michelle,
Note 643273 does not have to be used only if there is an error message
Note 643273 highlights the use of summarization,
The compression of BSET line items can be switched on via transaction
OBCY (or the report mentioned in note 36353 for table TTYPV).
This must be done for each reference (AWTYP) procedure separately.
with kind regards
Cora

Vertex tax software

Hi everybody.
what planning needs to be done and what steps need to be taken to sync SAP and Vertex software functionality.want to know in depth the process and provisions provided by this software.
Thanx
sandhya

Hi,
Have you been able to send document currency to Vertex. Would appreciate help!.
Regards
Prasad

External Tax Software (Vertex) Currency Issue

We are using external tax software Vertex. A large portion of our customers are in US and for which Vertex/ Tax Reporting works fine. For a US company shipping directly to Canadian Customers, we charge GST/HST to customers. All invoices to Canadian Customers are in CAD currency. All reporting for Canadian customers must be done in CAD currency. However, during billing/account document generation, the external document sent to Vertex is in USD (local currency of US company code).
Is it possible to send info to Vertex from SAP in currency other than local currency of company? How do organizations that ship from US Company directly to Canada handle their Tax reporting from Vertex in CAD currency? We can generare the Tax report in CAD currency from SAP but that somewhat defeats the purpose of using Vertex for all Tax Rates and Reporting. It seems that when document currency is different than local currency, SAP forces info to be sent to Vertex in local currency. Any suggestions/options would be much appreciated.

Hi,
Have you been able to send document currency to Vertex. Would appreciate help!.
Regards
Prasad

How do I personalize a form to call a custom package instead of standard

We are finding that the vertex tax package is not correctly calculating the taxes for AR late changes. The late payment charge invoices are being created without an item and we know that if we had this in there the taxes would be calculated correctly. We have a solution designed by a senior architect and would like to pursue that approach unless it has been established it is impossible.
From the Batch maintenance form ARIINR.fmb there is a generate button. It calls some pl/sql and eventually the api to create the invoice. What we want to do here is from the when button pressed trigger call a custom package (with most of the same logic intact). The problem is is that we don't want to call both the custom and standard package, only the custom one.
My question is really is there any way to avoid calling the standard package by exiting out of the trigger after the custom package completed? I know I could easily change the standard form to accomplish this but we want to accomplish this in such a way to still maintain our support with Oracle on this form. So we are looking to do this via a personalization or custom.pll change.
Any help would be very much appreciated. Thanks for your time.

To my knowledge, both CUSTOM.pll and Forms Personalization execute code in addition to standard code, not instead off.

SQL to Validate Postal_code

Hi Experts,
I have Location Flex as : STATE.COUNTY.CITY for USA Operating Units,and I am getting Update from Legacy to update customer Location. Now is there any way/SQL which can validate Postal Code which is coming from Legacy(i want to do it before i fire update_location TCA API). Note that we have Vertex Installed and We use vertex tax and location data.
In short need a sql which will validate postal code/zip code against oracle table.
Thanks.

SELECT          r.from_postal_code,r.to_postal_code,CITY.location_segment_VALUE "City",COUNTY.location_segment_VALUE "County",
          STATE.location_segment_VALUE "State"
FROM          ar_location_rates r,
          ar_location_values CITY,
          ar_location_values COUNTY,
          ar_location_values STATE
WHERE          CITY.location_segment_qualifier = 'CITY'
AND          r.location_segment_id = CITY.location_segment_id
AND          NVL(r.end_date,SYSDATE) >= SYSDATE
AND           COUNTY.location_segment_qualifier = 'COUNTY'
AND          CITY.PARENT_SEGMENT_ID = COUNTY.location_segment_id
AND           COUNTY.parent_segment_id = STATE.location_segment_id
AND           STATE.location_segment_qualifier = 'STATE'

SAP TAX is updated OK, Vertex is missing 2 weeks of tax data from SAP

Hello FI Gurus,
We have an issue where Vertex data are not updating for two weeks. Although when running report "RFYTXDISPLAY" all indicated that documents were updated to external system. We are mssing 2 weeks of data on the Vertext side. Does anyone know if there is a way to manually update SAP billing with tax to Vertex so it can be recorded?
Thanks in advance,
HarryT

Would need more detail on whether this is the last two weeks and issue still persists or if it was for only 2 weeks and everything now is fine.
If the RFYTXDISPLAY/ TRFC Queue is clear(unblocked), make sure that the transactions are listed in the queue by doc #.
How do you know the items aren't in Vertex?
You wouldn't be able to duplicate in SAP to write taxes to Vertex. It would throw off your G/L.
If you still have issues, I'd call Vertex support 800-281-1900

Syst allows, using both old & new tax jurisdiction codes on PO after Vertex

Hello All,
We have recent gone for Vertex implementation in our concern and have an interface with SAP.
Now , after the implementation, system allows me to use both old and new tax jurisdiction codes on POs. This will be an issue so can someone help me and let me know if any note has to be applied or any other solution.
Thanks in advance
Arun

There is difference between old and new Jurisdiction codes because as per Vertex GEO codes to SAP jurisdiction codes, there are 2 differences.
1) The first 2 characters in Vertex are the GEO numeric code (i.e. 01 = AL in SAP), and
2) There is an additional zero at the end of the jurisdiction code in SAP TTXJ table.
Example: Vertex 010030420 equals AL00304200 in SAP.
Thanks
Arun

Tax Credit with Vertex

Hi,
We are using vertex. Can some one explain me how to handle Tax credits (invoive corrections for only tax). I will not like to cancel the invoice and then rebook again, I read something about invoice correction, is that something that is used for the tax corrections..
Tax Credit can be related to a single invoice or multiple invoices.
Any inputs will be appreciated.
thanks in advance

Configuration Steps for Tax Only Adjustments
Document Type
IMG Path:      Sales and Distribution>Sales>Sales Documents>Sales Document Header>Define Sales Document Types
Document Type:     ZG2     Tax Credit
Document Category:     K     Credit Memo Request
Item Category
IMG Path:      Sales and Distribution>Sales>Sales Documents>Sales Document Item>Define Item Categories
Document Type:     Z2N     Request - Tax Adjust
A new item category is needed if a different incompletion procedure will be used.
Copy Rules
IMG Path:      Sales and Distribution>Sales> Maintain Copy Control for Sales Documents> Copying Control: Billing Document to Sales Document
Change Copy Rules for Data Transfer Header.   Copy routine 052 to routine 952
using transaction VOFM. The new routine should contain logic that will prevent
the reference document pricing procedure from being used.
Completion Procedure
IMG Path:      Sales and Distribution>Basic Functions>Log of Incomplete Items>Define Incompletion Procedures
Create new incompletion procedure for Group B Sales u2013 Item that does not
contain a field check for pricing. This is done because a statistical price is used
for tax only adjustments.
Incompletion Group:     B      Sales- Item
Incompletion Procedure:     ZT      Tax Only Adjustment
Copy incompletion procedure 21 used for debit/credit items. Remove field
VBAP-PRSOK.
IMG Path:      Sales and Distribution>Basic Functions>Log of Incomplete Items>Assign Incompletion Procedures>Assign procedures to the item categories
Assign incompletion procedure to item category defined above.
Order Reason
IMG Path:      Sales and Distribution>Sales>Sales Documents>Sales Document Header>Define Order Reasons
Create an order reason for tax adjustments.
Pricing Procedure Definition and Assignment
IMG Path:      Sales and Distribution>Basic Functions>Pricing>Pricing Control>Define and Assign Pricing Procedures
Maintain pricing procedures
Create new pricing procedure, setting all non-tax conditions to statistical value.
Define document pricing procedure
Create a document pricing procedure to link the pricing procedure to the tax only
adjustment document.
Assign document pricing procedures to order types
Assign the document pricing procedure to the sales document type.
Define Pricing Procedure Determination
Define the pricing procedure determination.
We are beginning testing this with the business but hope it helps you get further along the path.

Sales Tax - Vertex Q Series Problems

The Vertex Q series Tax Jurisdiction database does not contain thousands of US Cities / zip code combinations, that are considered 'Acceptable' by the US Postal service. If your company is using this product for jurisdiction determination - have you encountered these issues and if so, how are you handling the problems? We have had this problem ever since we implemented ECC 6.0 at our company 3 years ago. Several cities , such as Dayton, OH 45449, which are considered as the 'Actual' city for that zip code by USPS have been removed by Vertex, because according to them, those cities do not meet their 'criteria'. Please provide your feedback.

Hi,
In MM02 -->sales org1 tab you can maintain material is taxable or non-taxable by Tax Jurisdict.Code,City Sales Tax and County Sales Tax.
Thanks,
Rau

HOW IS TAX VALUES POPULATED IN TO SD DOCUMENT FROM VERTEX

HI
COULD YOU PLEASE GIVE INPUTS ON HOW THE TAX VALUES ARE BEING POPULATED INTO THE SD DOCUMENT WITH VERTEX AS INTEGRATION.
PLEASE RESPOND WITH STEPS. POINTS SHALL BE REWARDED
REGARDS
SUDDU

I got the solution.
Suddu

Vertex Tax

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