Integrating With Taxware Enterprise

This chapter provides an overview of configuration tasks required to integrate PeopleSoft with the Taxware Enterprise tax solution and discusses how to:

Click to jump to parent topicUnderstanding PeopleSoft Integration With Taxware Enterprise

PeopleSoft communicates with the Taxware Enterprise web service through the PeopleSoft Integration Broker. To integrate with the Taxware Enterprise tax solution, you must perform the following configuration steps:

  1. Set up your local integration gateway and load the gateway connectors.

  2. Activate the TAX_INTEGRATION message channel.

  3. Activate the following messages using the PeopleSoft Application Designer:

    See Enterprise PeopleTools 8.46 PeopleBook: PeopleSoft Application Designer

  4. Activate the following transactions on the PSFT_TAX node and set the connector URL to the appropriate Taxware endpoint:

  5. Set Taxware as the Tax Vendor on the PeopleSoft Financials/Supply Chain Installation Options page and set the appropriate Taxware Enterprise options on the Tax Provider Installation page.

    See Setting Up PeopleSoft Installation Options for Taxware Enterprise.

    Note. When you switch from one Tax Vendor Application to another, such as switching from Taxware Sales and Use Tax to Taxware Enterprise, any geocodes associated with address records in the PeopleSoft database need to be upgraded before tax calculations can be sent to the tax vendor software. The Tax Provider Installation page will display the geocode upgrade process status. You should run the process, allow it to complete successfully, or fix any errors that occur, before proceeding.

  6. Configure Billing, Order Management, and Purchasing business units to calculate sales and use taxes through a tax vendor and set business-unit level tax vendor options.

    See Setting Up Third-Party Tax Solutions.

Click to jump to parent topicConfiguring Taxware Enterprise Integration

This section discusses how to:

Click to jump to top of pageClick to jump to parent topicPages Used to Configure Taxware Enterprise Integration

Page Name

Object Name

Navigation

Usage

Gateways

IB_GATEWAY

PeopleTools, Integration Broker, Configuration, Gateways

Define local integration gateway and load connectors.

Channel Status

APPMSGMONITOR

PeopleTools, Integration Broker, Monitor Integrations, Monitor Message, Channel Status tab

Activate the TAX_INTEGRATION message channel.

Node Definitions

IB_NODE

Integration Broker, Integration Setup, Node Definitions

Activate tax node transactions and set the connector URLs.

Click to jump to top of pageClick to jump to parent topicSetting Up the Integration Gateway

Access the Gateways page.

If the Connectors list is empty, click the Load Gateway Connectors button. The Integration Broker uses the HTTPTARGET connector to communicate with the Taxware web service.

See Enterprise PeopleTools 8.46 PeopleBook: PeopleSoft Integration Broker, Managing Integration Gateways

Click to jump to top of pageClick to jump to parent topicActivating the TAX_INTEGRATION Message Channel

Access the Channel Status page.

Find the TAX_INTEGRATION entry in the table of message channels. If the channel status is Paused, click the RUN button to activate the channel.

Click to jump to top of pageClick to jump to parent topicConfigure PSFT_TAX Node Transactions

Access the Node Definitions page.

  1. Using Search, open the PSFT_TAX node.

  2. Click the Transactions tab.

  3. Click the Edit link for the DO_TAXCALC_REQ transaction.

  4. Set the Status of the transaction to Active.

  5. Click the Connectors tab.

  6. Set the Value field of the PrimaryURL property to the endpoint of the tax software's tax calculation request function. Typically this will be: http://HOST:PORT/taxwareServlet/servlet/TaxwareAdapter where HOST:PORT addresses the Taxware web service on the application server.

  7. Click Save.

  8. Click the Return to Transaction List link.

  9. Click the Edit link for the GET_GEOCODE_REQ transaction.

  10. Set the Status of the transaction to Active.

  11. Click the Connectors tab.

  12. Set the Value field of the PrimaryURL property to the endpoint of the tax software's geocode request function. Typically this will be: http://HOST:PORT/taxwareServlet/servlet/TaxwareAdapter where HOST:PORT addresses the Taxware web service on the application server.

  13. Click Save.

Click to jump to parent topicSetting Up PeopleSoft Installation Options for Taxware Enterprise

The Set Up Financials/Supply Chain, Install, Tax Provider Installation page provides the following options for Taxware Enterprise:

Note. To display options for Taxware Enterprise, Taxware must be chosen as the Tax Vendor on the Overall Installation Options page and Taxware Enterprise as the Taxware Tax Application on the Tax Provider Installation page.

Tax Vendor Call Options

Select whether taxes rules will be applied to individual lines or to an entire invoice. The options are:

  • Doc Level: apply tax rules to entire invoices.

  • Line Level: apply tax rules line-by-line.

The Doc Level option allows you to take advantage of invoice and multiline maximum tax rules in some jurisdictions, but when you choose the Doc Level option, returns and credits must be carried out by issuing a full credit and rebill.

The Line Level option allows more flexibility when issuing credits and returns, but prevents you from taking advantage of maximum tax rules at the invoice or multiline level. This option should be chosen when it is not an acceptable practice to issue a full invoice credit and rebill when an individual line must be credited.

Note. PeopleSoft always conducts transactions with Taxware Enterprise at the document level. The Taxware call options determine how tax rules are applied by Taxware Enterprise.

Tax Vendor Call – Payables

Select how tax rules are applied when sales and use tax liabilities are calculated in the Accounts Payable application. Tax rules on transactions from Purchasing are always applied line by line, regardless of the value in this field.

Tax Vendor Call – Sales

Select how tax rules are applied when sales and use tax liabilities are calculated in Billing. Tax rules on transactions from Order Management are always applied line by line, regardless of the value in this field.

Tax Vendor Upgrade Status

Displays the status of the process run when the tax vendor application is changed. The process updates the geocodes associated with addresses in PeopleSoft.

Message Node Name

Set to the node setup for the exchange of messages between the PeopleSoft Integration Broker and Taxware Enterprise. Typically, the node name is PSFT_TAX.

Tax Exemption Override Allowed

Allows tax exemption certificates to be maintained in PeopleSoft. If tax exemption overrides are not allowed, exemptions must be maintained within the Taxware application.

Click to jump to parent topicTesting the Taxware Enterprise Integration

To test the Taxware Enterprise integration, click the Test Tax Install button on the Tax Provider Installation page. Enter the organization code defined in Taxware Enterprise in the box that appears. The system will send a test transaction to Taxware and should report a Geocode and nonzero tax amount. If an error message appears or the tax amount is zero, then there is a problem with the tax installation that must be corrected.