Updating and reporting on GeoCodes and addresses for existing customers

If your tax company is defined as Vertex GeoCode, you must assign a GeoCode to each customer (or tax location) you are using. The GeoCodes you assign are used to calculate the taxes for that tax location.

You use Vertex GeoCode Update (TX140) to generate a report of GeoCodes and addresses and update GeoCodes for:

Accounts Receivable customers
Billing ship-to locations and process levels
Billing and Revenue service locations
Inventory Control locations
Accounts Payable vendors and vendor locations

You can run TX140 in report or update mode. If you run it in report mode, the program generates a report listing addresses and related GeoCodes for the specified records. If you run it in update mode, the program generates a report listing addresses and related GeoCodes for the specified records and updates the appropriate records with the retrieved GeoCodes.

This procedure gives instructions for assigning GeoCodes to existing tax locations and tax locations that are being created. It also provides instructions for updating customer addresses and GeoCodes, and generating reports.

Update and report on GeoCodes and addresses for existing customers

Access Vertex GeoCode Update (TX140).
Specify your job name in the Job Name field.
Select your company number in the Company field.
Select whether TX140 should report on or update the database when it is run.
- Select R (Report Only) to generate a list of addresses and related GeoCodes for specified record types.
- Select U (Update) to update the appropriate records with the retrieved GeoCodes and generate a report listing the addresses and related GeoCodes.
- Select O (Series Update With First Geocode) to update records with the first GeoCode returned by Vertex when multiple GeoCodes are returned.
Specify the parameters for the GeoCode report to update and/or report on.
Specify this information:

Customer

Specify a range of customers in the Customer fields.

Note: You can only specify one of these: customer, vendor, or Inventory Control location.

Ship To

Specify a range of ship-to locations in the Ship To fields.

Note: You cannot fill in the Ship To fields without specifying customers in the Customer fields.

Billing and Revenue Service Location

Service locations let you define address parameters and tax rules at a level lower than the customer. If you use the Vertex tax system, the service location address can be used in the invoice tax calculations.

You define service locations using Service Location (BR16.1). You can set up multiple service locations for a customer. Each service location is taxable (you cannot define a location as exempt).

Note: You can specify ship-to locations or a service location range, but not both.

Inventory Control Location

Specify a range of Inventory Control locations in the Inventory Control Location fields.

Accounts Payable Vendor

Specify a range of vendors in the Accounts Payable Vendor fields.

Accounts Payable Vendor Location

Specify a range of vendor locations in the Accounts Payable Vendor Location fields.

Note: You cannot fill in the Accounts Payable Vendor Location fields without specifying vendors in the Accounts Payable Vendor fields.

Billing Process Level

Select the first and last process level you want included in this report. Process levels are set up using Process Level (BL01.1).
Select the Add form action.
Submit the job using the Submit button.

Vertex GeoCode Update (TX140) runs and your parameters are reported on, updated, or both.

Related Reports and Inquiries


To	Use
List service locations for a company and customer	Service Location Listing (BR216)