<?xml version="1.0" encoding="utf-8"?>
<Session ID="/baanerp/tc/com/tccom6211m000" xml:lang="en">
	<Header>
		<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Address Conversion Utility for Taxation (tccom6211m000)</Title>
	</Header>
	<HelpTopic><AimSection><Paragraph>Use this session to convert address information stored in SSA ERP into the format required for tax computation by a <Link href="/baanerp/tc/glossary/glossary#000013" role="glossary">tax provider</Link>.</Paragraph>
		</AimSection>
		<GeneralSection><Paragraph>You can specify a range of addresses.</Paragraph>
			<List><ListIntro>You can run this session whenever you need it. However, it is recommended that you run it:</ListIntro>
				<ListItem>If you implement a tax provider interface</ListItem>
				<ListItem>If you convert addresses from a prior SSA ERP release to SSA ERP</ListItem>
				<ListItem>If you import an external file with address information</ListItem>
				<ListItem>If you entered addresses manually</ListItem>
			</List>
			<GeneralSection><SectionTitle>Updating the database</SectionTitle>
				<Paragraph>If you select the <GUIRef href="/baanerp/tc/com/tccom6211m000#update.flag" role="formfield">Update Address Information</GUIRef> check box, SSA ERP updates the address data.</Paragraph>
			</GeneralSection>
			<Paragraph>If you clear the <GUIRef href="/baanerp/tc/com/tccom6210m000#update.flag" role="formfield">Update GEO Code Jurisdiction</GUIRef> check box, SSA ERP only prints the report of the possible changes and the errors.</Paragraph>
			<GeneralSection><SectionTitle>Conversion for destination sales tax processing</SectionTitle>
				<Paragraph>SSA ERP uses the delivery address's GEO code to determine the appropriate tax code for destination sales tax processing.</Paragraph>
			</GeneralSection>
			<Paragraph>Previous SSA ERP versions use the address's postal code to link the address to a tax code. SSA ERP uses the GEO code to link the address to a tax code. The <GUIRef href="/baanerp/tc/com/tccom4130s000#tccom130.pstc" role="formfield">ZIP Code/Postal Code</GUIRef> field in the <GUIRef href="/baanerp/tc/com/tccom4130s000" role="session">Addresses (tccom4130s000)</GUIRef> session is used for the address's proper ZIP/postal code.</Paragraph>
			<Paragraph>If you convert the data from a previous SSA ERP version, you can use this session to copy the value of the <GUIRef href="/baanerp/tc/com/tccom4130s000#tccom130.pstc" role="formfield">ZIP Code/Postal Code</GUIRef> field into the <GUIRef href="/baanerp/tc/com/tccom4130s000#tccom130.geoc" role="formfield">GEO Code</GUIRef> field of existing addresses.</Paragraph>
			<List><ListIntro><Emphasis>To copy the ZIP/postal codes to the GEO Code fields:</Emphasis> Select the following check boxes:</ListIntro>
				<ListItem><GUIRef href="/baanerp/tc/com/tccom0000s000#tccom999.dstx" role="formfield">Destination Sales Tax Applicable</GUIRef>, in the <GUIRef href="/baanerp/tc/com/tccom0000s000" role="session">COM Parameters (tccom0000s000)</GUIRef> session</ListItem>
				<ListItem><GUIRef href="/baanerp/tc/com/tccom6211m000#dstx.flag" role="formfield">Destination Tax Conversion (Postal Code to GEO Code)</GUIRef>, in the current session.</ListItem>
				<ListItem><GUIRef href="/baanerp/tc/com/tccom6211m000#update.flag" role="formfield">Update Address Information</GUIRef>, in the current session.</ListItem>
			</List>
			<GeneralSection><SectionTitle>Conversion for a tax provider</SectionTitle>
				<List><ListIntro>SSA ERP transfers the following address information to the tax provider:</ListIntro>
					<ListItem>The <GUIRef href="/baanerp/tc/com/tccom4130s000#tccom130.ccty" role="formfield">Country</GUIRef> field</ListItem>
					<ListItem>The <GUIRef href="/baanerp/tc/mcs/tcmcs0160m000#tccom130.nama" role="formfield">Name</GUIRef> field</ListItem>
					<ListItem>The <GUIRef href="/baanerp/tc/com/tccom4130s000#tccom130.cste" role="formfield">State/Province</GUIRef> field</ListItem>
					<ListItem>The <GUIRef href="/baanerp/tc/com/tccom4130s000#tccom130.pstc" role="formfield">ZIP Code/Postal Code</GUIRef> field</ListItem>
					<ListItem>The <GUIRef href="/baanerp/tc/com/tccom4130s000#tccom130.geoc" role="formfield">GEO Code</GUIRef> field</ListItem>
				</List>
			</GeneralSection>
			<Paragraph>This information must have the correct format for the tax provider.</Paragraph>
			<GeneralSection><SectionTitle>To convert the address information to the correct format:</SectionTitle>
				<List><ListIntro>Select the following check boxes:</ListIntro>
					<ListItem><GUIRef href="/baanerp/tc/com/tccom6211m000#txpr.flag" role="formfield">Tax Provider Address Format Conversion</GUIRef>
					</ListItem>
					<ListItem><GUIRef href="/baanerp/tc/com/tccom6211m000#update.flag" role="formfield">Update Address Information</GUIRef>
					</ListItem>
				</List>
			</GeneralSection>
			<Note><SectionTitle>Note</SectionTitle>
				<List><ListIntro>If you use destination sales tax processing, it is important that you also select the following check box:</ListIntro>
					<ListItem><GUIRef href="/baanerp/tc/com/tccom6211m000#dstx.flag" role="formfield">Destination Tax Conversion (Postal Code to GEO Code)</GUIRef>
					</ListItem>
				</List>
			</Note>
			<Paragraph>Otherwise, the GEO code information that can be stored in the <GUIRef href="/baanerp/tc/com/tccom4130s000#tccom130.pstc" role="formfield">ZIP Code/Postal Code</GUIRef> field is replaced by the ZIP/postal code. This is explained in the Address format conversion section.</Paragraph>
			<GeneralSection><SectionTitle>Address format conversion</SectionTitle>
				<List><ListIntro>The utility converts addresses in which the</ListIntro>
					<ListItem>City</ListItem>
					<ListItem>State/province</ListItem>
					<ListItem>ZIP/postal code has been stored in the City and <GUIRef href="/baanerp/tc/com/tccom4130s000#tccom130.namf" role="formfield">City 2</GUIRef> fields in the <GUIRef href="/baanerp/tc/com/tccom4130s000" role="session">Addresses (tccom4130s000)</GUIRef> session, in one of the formats listed below. You must correct address information in other formats manually by using the <GUIRef href="/baanerp/tc/com/tccom4130s000" role="session">Addresses (tccom4130s000)</GUIRef> session.</ListItem>
					<ListItem>Format 1 The <GUIRef href="/baanerp/tc/com/tccom4130s000#tccom130.ccit" role="formfield">City</GUIRef> field = City, State/province, ZIP code The <GUIRef href="/baanerp/tc/com/tccom4130s000#tccom130.namf" role="formfield">City 2</GUIRef> field = empty</ListItem>
					<ListItem>Format 2 The <GUIRef href="/baanerp/tc/com/tccom4130s000#tccom130.ccit" role="formfield">City</GUIRef> field = City The <GUIRef href="/baanerp/tc/com/tccom4130s000#tccom130.namf" role="formfield">City 2</GUIRef> field = State/province, ZIP code</ListItem>
					<ListItem>Format 3 The <GUIRef href="/baanerp/tc/com/tccom4130s000#tccom130.ccit" role="formfield">City</GUIRef> field = City, State/province The <GUIRef href="/baanerp/tc/com/tccom4130s000#tccom130.namf" role="formfield">City 2</GUIRef> field = ZIP code</ListItem>
				</List>
			</GeneralSection>
		</GeneralSection>
		<RelatedTopics><SectionTitle>Related topics</SectionTitle>
			<RelTopic><Link href="/baanerp/tc/onlinemanual/000069" role="manual">To use a tax provider</Link>
			</RelTopic>
			<RelTopic><Link href="/baanerp/tc/onlinemanual/000071" role="manual">Addresses, GEO codes, and tax jurisdictions</Link>
			</RelTopic>
			<RelTopic><Link href="/baanerp/basictasks/000006" role="manual">To use From and To fields</Link>
			</RelTopic>
		</RelatedTopics>
	</HelpTopic>
	<Fields><FieldHelp ID="dstx.flag"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Destination Tax Conversion (Postal Code to GEO Code)</Title>
			</Header>
			<FuncDesc>If you select this check box, SSA ERP copies the value of the <GUIRef href="/baanerp/tc/com/tccom4130s000#tccom130.pstc" role="formfield">ZIP Code/Postal Code</GUIRef> field to the <GUIRef href="/baanerp/tc/com/tccom4130s000#tccom130.geoc" role="formfield">GEO Code</GUIRef> field in the <GUIRef href="/baanerp/tc/com/tccom4130s000" role="session">Addresses (tccom4130s000)</GUIRef> session.</FuncDesc>
			<SimpleSection><List><ListIntro>Select this check box if:</ListIntro>
					<ListItem>The <GUIRef href="/baanerp/tc/com/tccom4130s000#tccom130.pstc" role="formfield">ZIP Code/Postal Code</GUIRef> field contains the code that is used to link the address to a tax code</ListItem>
					<ListItem>You have not yet entered the correct GEO codes in the <GUIRef href="/baanerp/tc/com/tccom4130s000#tccom130.geoc" role="formfield">GEO Code</GUIRef> fields.</ListItem>
				</List>
			</SimpleSection>
		</FieldHelp>
		<FieldHelp ID="txpr.flag"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Tax Provider Address Format Conversion</Title>
			</Header>
			<FuncDesc>If you select this check box, SSA ERP parses the information in the City field and the <GUIRef href="/baanerp/tc/com/tccom4130s000#tccom130.namf" role="formfield">City 2</GUIRef> field and stores the results in:</FuncDesc>
			<SimpleSection><List><ListItem>The City field.</ListItem>
					<ListItem>The <GUIRef href="/baanerp/tc/com/tccom4130s000#tccom130.cste" role="formfield">State/Province</GUIRef> field.</ListItem>
					<ListItem>The <GUIRef href="/baanerp/tc/com/tccom4130s000#tccom130.pstc" role="formfield">ZIP Code/Postal Code</GUIRef> field.</ListItem>
				</List>
			</SimpleSection>
			<Note><SectionTitle>Note</SectionTitle>
				<Paragraph>If you also select the <GUIRef href="/baanerp/tc/com/tccom6211m000#dstx.flag" role="formfield">Destination Tax Conversion (Postal Code to GEO Code)</GUIRef> check box, SSA ERP first copies the value of the <GUIRef href="/baanerp/tc/com/tccom4130s000#tccom130.pstc" role="formfield">ZIP Code/Postal Code</GUIRef> field to the <GUIRef href="/baanerp/tc/com/tccom4130s000#tccom130.geoc" role="formfield">GEO Code</GUIRef> field.</Paragraph>
			</Note>
		</FieldHelp>
		<FieldHelp ID="update.flag"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Update Address Information</Title>
			</Header>
			<FuncDesc>If you select this check box, SSA ERP updates the address according to the conversion results.</FuncDesc>
			<SimpleSection><Paragraph>If you clear this check box, SSA ERP does not update the address data.</Paragraph>
				<List><ListIntro>In both cases, SSA ERP prints a report of:</ListIntro>
					<ListItem>The conversion results</ListItem>
					<ListItem>The errors detected</ListItem>
				</List>
			</SimpleSection>
		</FieldHelp>
	</Fields>
</Session>
