Vertex Compatible Parameters Settings

When Vertex software is activated in the Company Taxing Parameters, certain other parameters must also be set to ensure the required information is captured to determine taxes according to the Vertex formula.
These parameters include:

Company Parameters:

Contract Parameters - Print GST Asterisk On Documents = N
Contract Parameters - Ship To City Must be Valid = N ('Bill To City' can be either Y or N)
Contract Parameters - Damage Waiver Calculation Type = Standard
Taxing Parameters - Prompt For Document Taxes = N
Taxing Parameters - Prompt For Taxes When Selling Rental = N
Taxing Parameters - Prevent Change to Document Tax Totals = Y

Division Parameters:

Contract Parameters - Tax 1 Damage Waiver = Y
Return Parameters - Hold Invoice On Partial Return = N <- not changed with Vertex 9.0

Division Setup:

Divisions - Tax Codes By Div Or Customer = C

The parameter list includes the setting description, new value requirement, type or level of parameter, and the category of the parameter.

The list can be resorted by any column in ascending or descending order, by clicking on the column heading. Columns can also be dragged and dropped to temporarily reposition them as required.

To reset the parameters in the list to the New Value required by Vertex software, click ACTIVATE.
Once these parameters are set accordingly, they are disabled and cannot be changed while Vertex software is being utilized.

Vertex Compatible Parameter Settings