Setting up oauth for Vertex

Before this setup can be performed, create credentials for Infor ION and the Auth webservice authentication protocol using your Vertex instance information.

  1. Create credentials for Infor ION and OAuth using your Vertex instance information.
  2. Sign in as Payables Administrator and select Tax Setup.
  3. Select the Tax Configuration tab.
  4. In the tax option, select Vertex.
  5. On Vertex Configuration, open a version record or create a new record.
  6. In the Vertex Access Type field, select O Auth.
  7. Add the credentials that were generated from step 1 to both the OAuth record and the configuration parameters on the OAuth Setup Parameters tab.
  8. Click Save.
  9. Validate the connection for both Calculate Tax and Lookup Tax Areas.

    Messages are displayed indicating that parameters are required.

  10. Click the links in each section to create the correct parameters.