Linking to the Vertex webservice v9

Use this procedure to set up configuration parameters when you are using Vertex.

  1. Set up files in this order:
    • VertexConfigVersion contains the Vertex versions and login information

      Do not validate the connection until User Templates and Configuration Parameters records are created.

    • VertexConfig contains the FinanceEnterpriseGroup level access for Vertex
    • ConfigurationParameters contains the link used for Vertex
    • UserTemplates contains the webservice container used to pass the xml to vertex
  2. Verify that 9 is the first value on VertexConfigVersion. The User Template tab is available.
  3. Set up Tax Configuration record.
    1. Select the Finance Enterprise Group.
    2. Select Vertex.
  4. Verify that these user templates are available:
    • VertexCalculateTax90.xml is used for Calculate Tax
    • VertexLookupTaxAreas90.xml is used for Lookup Tax Areas
  5. Verify this information:
    • Template name is the vertex template name that is used in the application
    • Business class is a business class anchor for the user template
    • Description is what the User Template is used for
    • File name is the actual file name that contains the xml that is passed to vertex
    • MIME type is the type used for this User Template
  6. To verify that user template contains values, click the user template and select Open. This code block is displayed: 
    <?xmlversion="1.0"?>
<soapenv:Envelope xmlns:urn="urn:vertexinc:o-series:tps:9:0" xmlns:soapenv="https://schemas.xmlsoap.org/soap/envelope/">
    <soapenv:Header/>
  - <soapenv:Body>
       <urn:VertexEnvelope>@NoNullTag@</urn:VertexEnvelope>
    </soapenv:Body>
  </soapenv:Envelope>
  7. To calculate tax, use the default parameters on the user template:
    Template Name
    VertexCalculateTax90.
    Business Class
    CalculateTaxInterface.
    Description
    Provide a description for the template..
    Template
    VertexCalculateTax90.xml.
    File Name
    VertexCalculateTax90.xml.
    MIME Type
    Application/xml.
  8. To Look up tax areas, use the default parameters on the user template:
    Template Name
    VertexLookupTaxAreasTax90.
    Business Class
    CalculateTaxInterface.
    Description
    Description for the template.
    Template
    VertexLookupTaxAreasTax90.xml.
    File Name
    VertexLookupTaxAreasTax90.xml.
    MIME Type
    Application/xml.
  9. After you add the VertexConfigVersion and attach it to the VertexConfig, go to Tax Configuration.
  10. Add a Tax Configuration record using the same value that you used for the VertexConfig.
  11. Select Vertex. If you selected the correct version, a Configuration Parameters tab and User Templates tab is available. Specify this information:
    Configuration ID
    Specify Config.
    Key
    Specify VERTEXCALCULATETAX90.WSI.ENDPOINT
    Value
    Specify the Vertex wsdl link.
    Configuration ID
    Specify Config.
    Key
    Specify VERTEXLOOKUPTAXAREAS90.WSI.ENDPOINT
    Value
    Specify the Vertex wsdl link.
  12. When all of the steps are complete, validate the connection from the VertexConfigVersion.

    See Adding sign in information.