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Audience

Tax professionals and consultants who will be working with the R/3 project configuration team in order to fully utilize Vertex Q Series

Description

This course addresses specific aspects of Vertex Q Series with emphasis on how to customize the system using the Tax Decision Maker (TDM) for customer, product, and/or jurisdiction exceptions. Through its Complementary Software Partners (CSP) program, SAP has certified a Business Application Programming Interface (BAPI) which seamlessly integrates R/3® Financials, Materials Management, and Sales and Distribution applications with Vertex Q Series.

Agenda includes:

• Vertex Q Series product overview
• Understanding GeoCodes
• Using the TDM to customize the system with exceptions to meet your tax compliance needs
• Understanding the design of Vertex Q Series Translink for R/3
• Updating the Rate and GeoCoder databases
• Producing and interpreting audit and management reports
• Hands-on software demonstration

Learning Objectives

Upon completion of this course, you will be able to:

• Understand the features and functions of Vertex Q Series
• Understand Vertex Q Series TransLink functionality
• Understand how the system communicates with databases and application servers
• Use TDM to define taxability exceptions
• Know the Windows hierarchy and dependencies of the TDM
• Know how to update and maintain the Rate and GeoCoder Databases
• Understand the purpose of the Register Database and the utilities used to update and maintain it

Requirements

You must be an employee of an active Vertex customer or Vertex partner company and have:

• PC experience
• Working knowledge of Windows-based products
• Basic understanding of sales, use, and leasing tax concepts
• Basic knowledge of your company's tax reporting requirements