Vertex and OTC issues

annieef

Active Member
All

We recently implemented Vertex and we have a few issues/questions:

1. Whenever a user enters an address override for a sales order, Vertex still uses the original Ship To geo code and zip from the header (or line?) for the calculation. Is there a way to make it use the override? In an associated question: if we had different ship-to's on the same order, would it be based it off of the ship to on the line?

2. We have existing data that didn't use Vertex to determine tax at the time the order was entered. As a result, the F4211 lines have a TAX1 value of Y even if the customer is now considered exempt in Vertex. We've been told that this is due to the fact that the order was entered, say, in 12/03 and since our exemption certificates are dated from 01/04 that it won't apply the new exemption because Vertex uses the date the order was entered TRDJ from the F4211 (which in this case, would be 12/03). Have you experienced where it won't "update" the lines at the time of invoice to the correct status?

3. We're attempting to identify a field anywhere that can say Y or N that this item for this customer will be taxed. We currently don't have a column on our invoice that indicates what is taxable and what isn't. It was our understanding that the TAX1 field on the line in the F4211 should represent the tax status of the line. For instance, if the customer isn't taxable and the line item is, the code would still be N to represent that for this customer/item combination no tax will be applied. I'm unsure, now, as to whether or not it's doing that.

Thank you in advance for any assistance you can provide.
 
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