1. Lease Collection Setup Guide
  2. Appendix : Lease Sales and Usage Tax
  3. External Lease Tax Calculation
  4. OFSLL Vertex Integration

C.3.1 OFSLL Vertex Integration

The below image indicates Vertex integration with OFSLL and the associated components.

Figure C-9 OFSLL Vertex Integration


Description of Figure C-9 follows
Description of "Figure C-9 OFSLL Vertex Integration"

A brief description of the integrated components are provided below:

Vertex Adapter - This adapter is used to receive OFSLL interface data and create Vertex Specific SOAP Request/Response. Vertex provides FlexibleFields to exchange implementation specific customization data. These fields are mapped to PL/SQL custom fields in Vertex Adapter and can be customized during implementation. However, this is Vertex specific adapter and has to be replaced specifically to support other Tax Vendor.

Common Tax API - When Vertex Adapter receives a response, OFSLL uses Common Tax API to update Sale and Usage Tax details. This adapter contains exit point and can be used to update Tax details from External System.

MDB Interface - To support Vertex interface new message types, following services are added:
  • QUOTATION_SERVICE
  • INVOICE_SERVICE
  • CREATE_CERTIFICATE_SERVICE
  • CUSTOMER_SERVICE

Also the existing error queue [OFSLL_OUTBOUND_Q] is enhanced to record Vertex interface error messages during the integration.

For more details on integration, refer to OFSLL technical documentation. During the process of integration, there observed discrepancies are noted. Refer to Limitations of Vertex integration section for details.

Note:

During Origination, all Vertex interface calls are handled through user interface and on Funding/Customer Service, these calls are made from database using MDB flow.
Following Vertex services are used in OFSLL with the integration. For detail information, refer Vertex O Series documentation.

Table C-13 Vertex services

Service Description
Quotation Request It is used to estimate the Tax of the proposed Lease Contract. This service is triggered by OFSLL to estimate tax during Decision/Contract and Lease Payoff Quote.
Invoice Request It is used to bill the Tax for the Lease Contract. This service is triggered by OFSLL to record tax during Funding and Lease transaction posting.
Delete Request It is used to reverse Vertex Invoice request. Every Vertex Invoice request trigged from OFSLL use transactionId to stamp OFSLL internal transaction reference. This internal transaction id is used by this service to reverse Vertex Invoice request based on OFSLL reversal.
Create Customer Request It is used to register a Customer.
Create Certificate Request It is used to upload Tax Exception Certificate Id for Customer.

Parent topic: External Lease Tax Calculation