Updating geocodes using batch job (TX140)
The other option to update geocode for customers and vendors is to run the batch program Vertex Geocode Update (TX140).
This procedure shows how to update geocodes using Vertex Geocode Update (TX140).
- Access Vertex Geocode Update (TX140).
- In the Company field, define your company.
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In the Update field, select whether you want TX140 to generate a
report or to update the database when it is run. These are the available
options:
- Select R (Report Only) to generate a list of addresses and related geocodes for the specified record types.
- Select U (Update) to generate the report and update the appropriate records with the retrieved geocodes.
- Select O (Series Update with First Geocode) to update records with the first geocode returned by Vertex when multiple geocodes are returned.
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Specify the information in these fields:
- Customer range
- The customer value that you will include in the report. This is the value maintained in the Customer (AR10.1) form.
- Ship To range
- The ship to location that you will include in the report. This value is maintained in the Ship To (BL02.1) form.
- Billing and Revenue Service Location range
- The service location value that you will include in the report. This value is maintained in the Service Location (BR16.1) form.
- Inventory Control Location range
- The inventory control location that you will update. This value is maintained in the Location (IC02.1) form.
- Tax Code Type
- Select which tax code you will populate in Location (IC02.1). Selecting S will populate the Sell Tax Code, P will populate the Purchasing Tax Code, and a blank selection will populate both.
- Accounts Payable Vendor range
- The Accounts Payable Vendor that you will include in the report. This value is maintained in the Vendor (AP10.1) form.
- Accounts Payable Vendor Location
- The Vendor location that you will include in the report. This value is maintained in the Vendor Location (AP10.2) form.
- Billing Process Level
- The order entry process level that you will include in the report. This value is maintained in the Process Level (BL01.1) form.
- Requesting Location
- The requesting location that you will include in the report. This value is maintained in the Requesting Locations (RQ01.1) form.
- (Optional) Once a geocode is attached to the vendor or customer, you must add that geocode as a tax code in the TX application only, if the flag on the Tax Company was set to Yes in Use tax code accounts.