Vertex O Series Installations

Purpose of this page is to describe Vertex O Series installation in detail.

When to use this information:

When the necessary IFS components are installed, this guide describes how to install Vertex O Series integration.

Contents

• Routing Rules
• Setup Routing Address
• Setup Authentication Details
• Grant Permission Set

Routing Rules

There are three Routing Rules introduced for Vertex O Series

• Vertex - Jurisdiction Code Request
• Vertex - Tax Information Request for Invoice
• Vertex - Tax Information Request for Order

Setup Routing Address

There are three Routing Address with the same name as Routing Rules.

The URL information for Routing Addresses should be filled with the information received from Vertex Inc.

Example URL - http://demo0024.vertexinc.com:80/vertex-ws/services/LookupTaxAreas80

Setup Authentication Details

Authentication details can be entered in Application Base Setup/Enterprise/Tax/External Tax Parameters page as follows

Vertex provides User Name , Password and Trusted Id when purchasing the Vertex product. You need to select correct Vertex O Series version as well.

Note: IFS Applications supported Vertex versions can be found in Supported Platforms Page

Grant Permission Set

All Users or Permission Sets that will be using Vertex O Series must have the EXTERNAL_TAX_SYSTEMS_USER permission Set granted to be able to access functionalities.