After you have set up your
configuration parameters, you must establish and add the sign in information:
-
Add the VertexConfigVersion. Use a
Trusted ID that is assigned by your Vertex administrator.
-
Test your connection by executing these steps:
-
Use
ValidateLookupTaxAreaConnection and the
ValidateCalculateTaxConnection instance
actions. If they are successful, then a successful connection message is
displayed by the release notes.
-
A version is required. The release and server name can
be anything or it can be blank. Version becomes more useful when
upgrading.
After a successful connection is established, you are ready
for processing.