RE: Vertex (sales tax software) annual maintenance

Dan,

We also use the vertex interface with System 21.  We have it integrated with
our sales order processing, service management, and job management modules.

The level of interaction with vertex is actually quite small from what I can
tell.  Each of these modules has one (or two) programs that actually call
the tax calculation routines.  If you could replace those programs that
interface with another tax calculation program, you could effectively
replace Vertex.

Of course, then there is the whole geocode assignment thing to worry about.

FYI:  We've had vertex since January of 2000, and they have made some
substantial upgrades since then.  Upgrades that would require changes to the
vertex interface.  Have you applied any ptfs to this interface in the last 2
years or so?

Mike Lemon
Manager of Systems and Programming
Corrpro Companies, Inc.





-----Original Message-----
From: Dan Thomas [mailto:dthomas@xxxxxxxxxxx] 
Sent: Tuesday, January 13, 2004 6:34 PM
To: 'system21@xxxxxxxxxxxx'
Subject: [SYSTEM21] Vertex (sales tax software) annual maintenance


Our annual cost has gone up dramatically over the last three years.  Our
annual maintenance is now equal to what we paid for the product!  Anyway,
has anyone done an analysis to compare updating tax rates and submission
forms manually versus paying for this service?  Can this even be done with
Vertex?

On another hand, has anyone investigated integrating other tax software
(like Taxware) with System 21?  The System 21/Vertex integration seems to be
very complex and pervasive throughout the system.

We collect sales or use tax over 45 states.  It is used for only a small
percentage of our business, but that segment is very important.

BTW, we are using Vertex sales tax calculation (TDM?) and their Quantum
returns software (PC based system that extracts data from Vertex and
prepares the returns).

Dan Thomas
Director of Information Technology
MDI
4500 Progress Blvd
Louisville, KY  40218
(502) 318-1208

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