RE: JBA interface to Vertex

Vertex certainly has the ability to base taxable status on the basis of
both customer ship-to location (Geocode) and associated tax bodies and
the item.  Even JBA's standard US tax modules provide this
functionality.  Vertex allows tax 'exceptions' to be set up by tax body
and item or tax body and item category.   We modified the JBA/Vertex
interface to do this on a tax body / item category basis to reduce data
maintenance.  We sell products that are taxable in some tax bodies and
not in others.  This isn't something that should be handled manually in
order entry, but automatically using Vertex tax tables.  We are not live
yet on Vertex, but this appears to be working fine.

Dan Thomas
Sr. VP Information Systems
Medical Distribution, Inc.
4500 Progress Blvd
Louisville, KY  40218-5058
Phone (502) 454-9013 ext 120
email  DThomas@lpw-mdi.com

> -----Original Message-----
> From: Mike Godson [SMTP:mgodson@hach.com]
> Sent: Tuesday, June 16, 1998 9:24 AM
> To:   JBAUSERS-L@midrange.com
> Subject:      JBA interface to Vertex
> 
> Greetings,
>       I'd like to sound the airwaves for information regarding the JBA
> provided
> interface to Vertex sales tax software (JBA release 3.5).
> Implementing
> this package is one of my main responsibilities and I would like to
> hear
> from others that have gone down this path.
>       VAT codes are used by JBA to classify customers and products.
> These VAT
> codes are maintained in multiple JBA files which to me is totally
> upsurd,
> but I won't go down that road now.  We are currently researching
> methods
> that will enable us to perform unit order overrides.  JBA doesn't
> provide
> access to the customer level VAT in advanced order entry.  We feel
> this is
> the only option available to for example, tax an exempt customer on a
> unit
> order basis.  Ideas???  JBA does provide access to the product level
> VAT in
> O/E but then that causes tax reporting issues on the Vertex end.
> Modifications appear immenent.
>       Our thoughts are this interface was designed based on JBA's
> roots in the
> U.K. where VAT (value added tax) applies to the product.  Here at
> home, we
> tax customers based on location.  Discussions with JBA to this point
> have
> gone nowhere.  I'd appreciate any input.
> Mike Godson
> Programmer/Analyst
> Hach Company
> Loveland, CO
> +---
> | This is the JBA Software Users Mailing List!
> | To submit a new message send your mail to JBAUSERS-L@midrange.com.
> | To subscribe to this list send email to JBAUSERS-L-SUB@midrange.com.
> | To unsubscribe from this list send email to
> JBAUSERS-L-UNSUB@midrange.com.
> | Questions should be directed to the list owner: doug333@aol.com.
> +---
+---
| This is the JBA Software Users Mailing List!
| To submit a new message send your mail to JBAUSERS-L@midrange.com.
| To subscribe to this list send email to JBAUSERS-L-SUB@midrange.com.
| To unsubscribe from this list send email to JBAUSERS-L-UNSUB@midrange.com.
| Questions should be directed to the list owner: doug333@aol.com.
+---