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SAP Business ByDesign

How To Upload Vertex L Series Tax Rate File

Hello all,

The purpose of this document is to provide detailed steps on how to upload Vertex L Series Tax Rate File into Business ByDesign.

Previously, until November 2014, customers used to report an incident to SAP in order to have the Vertex monthly tax rates uploaded in the system.

As of January 2015 SAP has stopped the manual upload of Vertex file and provided the functionality to upload Vertex Sales Tax L Series Tax Rate File directly from the ByD.

Overview

If you are a Vertex subscriber, you will receive a monthly mail which informs you about the availability of the new file for download. The file contains tax rates and other jurisdictional tax data which have to be uploaded into the business configuration of ByDesign application.

After logging in Vertex website https://my.vertexinc.com and downloading the monthly Sales Tax Rate File with 9 Digit ZIP Codes (L Series) you need to extract/unpack the downloaded file into a local folder, as shown below.


Note: STAXMST5 file is a sequential file and contains the tax rates and other jurisdictional tax data which have to be uploaded into the business configuration of the ByD application. Place the STAXMST5 file in the ByDesign WebDAV folder (the steps to place the file in the webdav folder can be found in the Help Center document – ‘File Input Quick Guide’).

Uploading the Vertex file into ByDesign

There are two types of file input runs: Simulation and Save. Simulation run is a trial run to ensure that the file contents are not erroneous. Save run ensures that the file content is uploaded into business configuration of the ByDesign system.


     Simulation run

    1. Ensure that the right file from Vertex is placed in the WebDAV folder (use the folder ‘TaxRateUploadIn’ within ‘sap.com_xi_A1S_Global’ for Simulation run).
    2. Logon to ByDesign system with a user with access to Application and User Management WorkCenter and File Input WorkCenter view.
    3. Click New and create a file input run, enter Run ID and Run Description.
    4. Select Tax Rate File Upload – Simulate Service Interface Code.
    5. Click Actions and click Set to Active.
    6. Schedule the run you created.
    7. Once the execution completes check the Execution Details tab. Ensure that there are no errors.

            

     Save run

    1. Ensure that the right file from Vertex is placed in the WebDAV folder (use the folder ‘TaxRateUploadIn’ within ‘sap.com_xi_A1S_Global’ for Simulation run).
    2. Logon to ByDesign system with a user with access toApplication and User Management WorkCenter and File Input  WorkCenter view.
    3. Click New and create a file input run, enter Run ID and Run Description.
    4. Select Tax Rate File Upload – Save Service Interface Code.
    5. Click Actions and click Set to Active.
    6. Schedule the run you created.
    7. Once the execution completes check the Execution Details tab. Ensure that there are no errors.

Successful run implies that the contents of the Vertex L series file have been successfully uploaded into the ByDesign system.


Best Regards,

Albert Pilger