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EnterpriseOne CNC Vertex Setup and Troubleshooting

Bryan Jones and Jerry SierraSenior Technical Support EngineersEnterpriseOne Tools & Technology


Vertex Overview Agenda

• Introduction• What is Vertex? • What do we support?• How does it work with EnterpriseOne?• What are the steps to configure EnterpriseOne to

work with Vertex?• Basic Troubleshooting and Working With Support• Question & Answer

Introduction

• As a consultant or Business Partner, you may be tasked with setting up an EnterpriseOne environment to use Vertex.

• As a company’s CNC administrator, you may be responsible for configuring and maintaining Vertex connectivity within EnterpriseOne.

Introduction

• The majority of service requests open for Vertex connectivity are often resolved by addressing the installation of the Vertex product and/or correcting the EnterpriseOne configuration.

• This presentation will provide an overview of what is supported, who supports what components, the EnterpriseOne CNC setup for Vertex connectivity and how to effectively work with support should you require assistance.


Vertex What is it?

What Is Vertex?

• Vertex is a third-party tax application.• Vertex for Payroll Tax (VFPT)

• Calculates taxes applied to employee earnings.• Vertex Sales Tax (VST or QSUT)

• Sales Tax is used with Sales Orders and represents the amount of tax applied and collected for something a customer is selling or has sold.

• Use tax is used with Procurement Orders (Purchase Orders) and represents the amount of tax paid on something the customer has bought.


Vertex What do we support?

What Do We Support?

• What we do support:• Only certified versions of the Q Series release of VFPT and

VST can be used with EnterpriseOne applications.• Check third-party MTRs to determine what is currently

certified for use with EnterpriseOne.• For payroll tax, customers must use VFPT. • Customers can use any sales & use tax software, but only

VST is supported by Oracle for use with EnterpriseOne.• EnterpriseOne configuration only:

• We do not provide support for the installation nor maintenance of Vertex applications outside of EnterpriseOne.

• Vertex support or Vertex’s Customer Café.

What Do We Support?

• Note that Vertex releases other than Q Series may work with EnterpriseOne (e.g. Vertex O Series). Vertex support should be contacted to engage their support and consulting services for assistance.

EnterpriseOne MTRs For Vertex

• EnterpriseOne MTRs for Vertex• Available via the MTR Index page, Doc ID 747323.1 under

“Third Party”.• Vertex Q Series Payroll MTR: 705360.1• Vertex Q Series Sales Tax MTR: 705331.1

• Certified versions of Vertex apply to all supported versions of EnterpriseOne applications and tools releases.

• Take note of any required platform fixes (e.g. PTF for AS/400) and any SAR that need to be applied.

• Also note that beginning with SP23_R1 for Xe/ERP8 and 8.95.K1 for 8.9+ applications, the CLI version of Vertex needs to be installed when running things on the AS/400.


Vertex How does it work with EnterpriseOne?

How Does Vertex Work With EnterpriseOne?

• VFPT• Connections are made “on the fly” to Vertex tax collections by

the B0700058.

• VST/QSUT• Connections are made by the B0000182 at startup

(environment initialization) and cached.• Clearing connection values that have been cached in memory

for Call Object kernel processes typically requires a restart .

How Does Vertex Work With EnterpriseOne?

• Best to have one install of Vertex per server.• Check with Vertex support for any requirements they have for

installing various versions on a single machine.

• Local configurations can be setup to test that will not affect the production install and its users.


Vertex What are the steps to configure EnterpriseOne to work with Vertex?

EnterpriseOne Configuration

• Check version of Vertex and make sure test connections and calculations succeed before beginning EnterpriseOne configuration.

• Verify path to Vertex Utilities directory for Windows implementation.

• If not configuring for local testing, make sure Vertex utilities and EnterpriseOne services are going to run on the same server.

• Check for ESUs and apply as necessary.


• OCM mapping in System Data Source pointing to SVR data source.• VFPT

• B0700022• B0700030• B0700058• B0700059• B0701490• B0701520• N0701900• R07200


• OCM mappings in System Data Source pointing to SVR data source.• VST/QSUT

• B0000182• B0000183 • B7300002• B7300004• B7300012• X00TAX


• VFPT & VST: Database Connections• Menu: G731• APPL: Database Connections (P7308)

• Web-only starting at E811.• Updates: Business Data - <Env>.F7308• Prompt for Values and enter appropriate values to determine how Vertex

collections will be accessed.


• Complete fields for Data Source (ODBC, Schema, DB2 library, ISAM path, etc.), Server (Server host name), User ID (qualified DB login user name), and Password (Qualified DB login password)• For ISAM install, only the path to the Vertex collections will be

entered and the other three fields should remain blank.

• Special configurations sometimes necessary for SQL Server and Oracle database configurations.


• If using AS/400, use the “AS/400 Libraries” form exit to define the name of the Vertex install library (Utilities library).


• VFPT & VST: Constants• Menu: G731• APPL: Constants (P7306)

• Web-only starting at E811.• Updates: Business Data - <Env>.F7306• If using VST, the Quantum Active field should have a value of

“Y”. If not, set it to “N”.


• If left at “Y” (default in releases prior to E812) and VST is not used, the following will be in the server’s Call Object kernel log and/or Fat client jde.log:• B0000182:IB0000182_InitializeQuantumSalesTax: Load

library of Vst failed• Specific text of error will depend on platform, but beginning

will still have “B0000182:”.


• VFPT: OneWorld/EnterpriseOne System Control• APPL: Work With OneWorld System Control (P99410)• If using GeoCoder for Payroll, make sure the “HRGEO”” data

item has a Use Module value of “Yes”.


• VFPT: HRM Common Display Settings • APPL: Work With HRM Common Display Settings (P05004)• If using GeoCoder for Payroll, make sure the “HRGEO” data

item has a Current Setting value of “Yes”.


• Client session should end. If configuring for VST, EnterpriseOne services on the server the logic is mapped to should be restarted.

• To test Vertex database connections from E1 for Payroll Tax use the P05005.

• To test Vertex database connections from E1 for Sales Tax use the P73GEO.


Vertex Basic Troubleshooting

Basic Troubleshooting

• Verify Vertex Utilities tests are successful.• Verify MTRs have been met and appropriate ESUs

applied.• Call Object Kernel Logs

• Look for errors/failures on B0000182 (VST) or B0700058 (VFPT).

• Get debug (if feasible) to see values passed to these BSFNs.• If running locally data will be in jde.log and jdedebug.log files.

• Configuration instructions are included in the install guide for the applications release, OS and database used.

• Search Metalink 3 for error message or for solutions beginning with “E1:VERTEX”.

Working Effectively With Support

• When opening an SR, be sure to provide the following information:• Version of EnterpriseOne Applications and Tools Release

• 8.11 SP1 8.96.4.0• Version of Vertex

• Payroll Tax Q Series v2.9.4• If using AS/400, specify CLI or ES version of Vertex.

• OS and Database Version• i5/OS V6R1, DB2/i5 V6R1

• Logs from machine running E1 Vertex-related logic (OCM).• Support Assistant – Vertex Configuration Report

THANK YOU

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