| Setting up the tax-provider interfaceAfter the tax provider is installed on the application server,
you must set up the interface between the application and the tax provider. To set up a tax provider: Step 1. Prepare the tax-provider interface
implementationTo prepare the tax-provider interface implementation: - Use the Country Set (tccom1680m000) session to specify a country set for the countries for which the tax provider must calculate the tax
amounts and keep a sales-tax register. For orders with addresses in other
countries, LN calculates
the tax amounts.
- Verify that
existing addresses in the countries specified in step 1, have the format that
is required by the tax provider. The city, state/province, and ZIP/Postal code
for US and Canadian addresses must be specified in the correct address fields.
- Install the tax provider using the instructions provided
by the tax-provider vendor.
- Close the fiscal period using the Close Periods (tfgld1206m000) session.
Step 2. Implement the tax-provider interfaceTo implement the tax provider interface: - Select the Use Tax Provider check box in the Tax Provider Parameters (tctax6100m000) session.
- Select the tax provider in the Tax Provider Parameters (tctax6100m000) session. The tax provider must be Vertex O Series for Sales and Use Tax.
- Specify the countries to which the tax provider applies,
in the Country Set (tccom1680m000) session. If the business partner's address is located
in one of these countries, LN does not calculate the tax amounts but passes the tax
data on to the tax provider. For addresses in other countries, LN calculates the tax
amounts.
- Verify and assign GEO codes to existing address data by
using the Address Jurisdiction Verification Utility (tctax6210m000) session.
- Evaluate the GEO codes and redefine the codes if necessary.
- If you use
Vertex, perhaps you need to change the default selection of the Inside City Limits check box in the Addresses (tccom4130s000) session.
- If more than one
jurisdiction corresponds with the address data, on the appropriate menu
select Jurisdiction to start the GEO Codes by Address Data (tctax6105m000) session.
- Enter your company, business partners, and product-related
data in the tax provider.
- Define the valid product categories in the Product Categories (tctax6101m000) session. The product categories that you define must
match the taxability drivers defined in the tax provider.
- Specify the matrix of item groups, items, contract types,
service types, and ledger account numbers by product category, in the Product Category Tax Matrix (tctax6102m000) session.
Step 3. Adjust the tax-provider interface setupAfter you have implemented the tax-provider interface,
consider making these adjustments: | |