Integration to Vertex

Configuration guidelines for managing sales tax in Vertex

These instructions apply only if Vertex is used for sales tax service.

Program ID Program name Description or Comment
MNS100/G Company. Connect Division Depending on the appropriate sales tax method, set the Tax method field to 3, 4, or 5.
CRS794 Integration Settings – Tax Interface See Configuration guidelines for 'Integration Settings – Tax Interface' (CRS794).
CRS793/E Settings – Sales Tax The available fields depend on the settings in (MNS100/G) and (CRS794).
Street name
This field defines which ship-to or customer address line contains the street address. This information is used in combination with the state and zip code for tax area ID lookup.
City name line
This field defines which ship-to or customer address line contains the city name. This information is used in combination with the state and zip code for tax area ID lookup.
Sales tax cust
This field is represents the customer in Vertex. The user can select the fields in M3 to represent the customer for Vertex.
Sales tax item
This field represents the product in Vertex. The user can select the fields in M3 to represent the product for Vertex exception based processing.
Update tax details
If you select this check box, users can review detailed tax information in 'CO Invoice. Display Transactions' (OIS354), (SOS354) or 'MCO Invoice. Display Transactions' (COS354).
Note: This setting can affect the system performance.
If this check box is cleared, the tax details are not stored in M3, and can only be reviewed in Vertex.
CRS793/F Settings - Sales Tax Additional fields can be included to enable tax rule definitions in Vertex per transaction type.
CRS130 Tax Code. Open Select the Taxable check box for all applicable tax codes. See Configuration guidelines for ‘Tax Code. Open’ (CRS130).
CRS129 Geographic code lookup. Open
Ship-from location
These tax area IDs are used from the shipping warehouse. However, if an alternative warehouse is used, the tax area IDs from that warehouse are used.
Ship-to location
The customer address or customer ship-to address is used by M3 Business Engine to determine these tax area IDs.
Order acceptance location
This tax area ID is taken from the main warehouse connected to the selling facility.
Note: This function is called from M3 Browse.
TXS050 Sales Tax Exemption. Open If tax method 5-Purchase M3 sales tax/Sales tax interface is used, specify the replacing tax codes for the scenarios where exemption tax rates are required in ‘Geographic Code. Enter Exemptions’ (CRS139).
MMS005 Warehouse. Open Specify the geographic code.
MMS001 Item. Open Specify the default tax code.
CRS137 Geographic Code. Enter Jurisdiction If tax method 5-Purchase M3 sales tax/Sales tax interface is used, specify the geographic codes.
CRS138 Geographic Code. Enter Tax Rate If tax method 5-Purchase M3 sales tax/Sales tax interface is used, specify the applicable tax rates.
CRS139 Geographic Code. Enter Exemptions If tax method 5-Purchase M3 sales tax/Sales tax interface is used, specify the applicable exemption tax rates.
CRS624 Supplier. Define Purchase & Financial If tax method 4-Purchase VAT/Sales tax interface is used, specify the applicable VAT related fields.

If tax method 5-Purchase M3 sales tax/Sales tax interface is used, specify the geographic code, select Tax included if applicable, and the default tax code.
PPS280 Costing Element. Open If tax method 5-Purchase M3 sales tax/Sales tax interface is used, create an element for tax with operator 90 and set the tax code for the use tax.
CRS610 Customer. Open Specify an address, a geographic code, and a tax code. If applicable, specify a tax exemption contract number.
OIS002 Customer. Connect Addresses Specify an address.
CRS395 Accounting Rule. Set Configure all sales tax setups.