| Address Conversion Utility for Taxation (tctax6211m000) |  |
| Use this session to convert address information stored in ERP LN into the format required for tax computation by a tax provider. You can specify a range of addresses. You can run this session whenever you need it. However, it is recommended that you run it: If you implement a tax provider interface If you convert addresses from a prior ERP LN release to ERP LN If you import an external file with address information If you entered addresses manually Updating the database If you select the Update Address Information check box, ERP LN updates the address data. If you clear the Update GEO Code Jurisdiction check box, ERP LN only prints the report of the possible changes and the errors. Conversion for destination sales tax processing ERP LN uses the delivery address's GEO code to determine the appropriate tax code for destination sales tax processing. Previous ERP LN versions use the address's postal code to link the address to a tax code. ERP LN uses the GEO code to link the address to a tax code. The ZIP Code/Postal Code field in the Addresses (tccom4130s000) session is used for the address's proper ZIP/postal code. If you convert the data from a previous ERP LN version, you can use this session to copy the value of the ZIP Code/Postal Code field into the GEO Code field of existing addresses. To copy the ZIP/postal codes to the GEO Code fields: Select the following check boxes: Destination Sales Tax Applicable, in the COM Parameters (tccom0000s000) session Destination Tax Conversion (Postal Code to GEO Code), in the current session. Update Address Information, in the current session. Conversion for a tax provider ERP LN transfers the following address information to the tax provider: The Country field The Name field The State/Province field The ZIP Code/Postal Code field The GEO Code field This information must have the correct format for the tax provider. To convert the address information to the correct format: Select the following check boxes: Tax Provider Address Format Conversion Update Address Information Note If you use destination sales tax processing, it is important that you also select the following check box: Destination Tax Conversion (Postal Code to GEO Code) Otherwise, the GEO code information that can be stored in the ZIP Code/Postal Code field is replaced by the ZIP/postal code. This is explained in the Address format conversion section. Address format conversion The utility converts addresses in which the City State/province ZIP/postal code has been stored in the City and City 2 fields in the Addresses (tccom4130s000) session, in one of the formats listed below. You must correct address information in other formats manually by using the Addresses (tccom4130s000) session. Format 1 The City field = City, State/province, ZIP code The City 2 field = empty Format 2 The City field = City The City 2 field = State/province, ZIP code Format 3 The City field = City, State/province The City 2 field = ZIP code Related topics To use a tax provider Addresses, GEO codes, and tax jurisdictions
Fields | Description
Destination Tax Conversion (Postal Code to GEO Code) | If you select this check box, ERP LN copies the value of the ZIP Code/Postal Code field to the GEO Code field in the Addresses (tccom4130s000) session. Select this check box if: The ZIP Code/Postal Code field contains the code that is used to link the address to a tax code You have not yet entered the correct GEO codes in the GEO Code fields.
Tax Provider Address Format Conversion | If you select this check box, ERP LN parses the information in the City field and the City 2 field and stores the results in: The City field. The State/Province field. The ZIP Code/Postal Code field. Note If you also select the Destination Tax Conversion (Postal Code to GEO Code) check box, ERP LN first copies the value of the ZIP Code/Postal Code field to the GEO Code field.
Update Address Information | If you select this check box, ERP LN updates the address according to the conversion results. If you clear this check box, ERP LN does not update the address data. In both cases, ERP LN prints a report of: The conversion results The errors detected