SYSPRO Third Party Tax Files Conversion

Exploring

This program migrates your existing configuration settings and information from the legacy Tax Interface system integrated with Avalara or Vertex into the standard SYSPRO dataset during the database update process.

This program cannot be run standalone and is accessed behind the scenes automatically during the update process to SYSPRO 8 2021 R1 or later, if you used the legacy Tax Interface system prior to updating.

The Avalara platform is a powerful and easy-to-use API that helps businesses automate the calculating, storing, auditing and reporting of transactional taxes.

The CertCapture component helps you maintain compliance by creating, validating, storing and managing sales tax exemptions and reseller certificates.

Tax Connectors provide a connection for establishing a direct link between SYSPRO and compatible cloud-based tax calculation systems (e.g. Avalara and Vertex).

Tax Connectors manage the export of data to these systems so that quarterly and annual sales tax returns can be produced for state filing purposes.

Vertex solutions are powered by technology that combines pre-built integrations to leading business applications, a global content database supporting major indirect tax types, and flexible deployment options spanning on-premise, cloud or hybrid.

The Vertex platform is desktop software that provides all US and Canadian sales, use and rental tax rates at the component part level, and it also includes a combined rate.

Starting

The following configuration options in SYSPRO may affect processing within this program or feature, including whether certain fields and options are accessible.

The Setup Options program lets you configure how SYSPRO behaves across all modules. These settings can affect processing within this program.

Setup Options > Company > General

  • Nationality code

Setup Options > Tax > Company Tax Options

  • Tax system

Setup Options > Tax > Sales and Use Tax

  • Sales and use tax system required
  • Interface type

Solving

Any additional customization to call programs (such as VBScripts and custom hyperlinks) is not verified or updated during the migration process.

Therefore, any customization you have that is not covered during the migration must be updated manually.

Using

During the update process to SYSPRO 8 2021 R1 or later, if you previously used the legacy Tax Interface system integrated with Avalara or Vertex, the system migrates your information automatically using the SYSPRO Third Party Tax Files Conversion program as follows:

  1. The system verifies if any entries exist within the AdmUsaZipCodes table of the system-wide database:

    If no entries exist, and the legacy ISAM file SHPFZ5.DAT/IDX is found within the \Work folder, then the entries contained within the SHPFZ5.DAT/IDX file are uploaded into the AdmUsaZipCodes table.

    The original SHPFZ5.DAT/IDX file is retained in its original location.

  2. The AdmCompanyControl table is checked to see whether the setup options for the legacy third party integration exist. If the prior configuration is found and has not already been converted, then the system converts this as required.

  3. The system checks for the existence of the legacy Avalara table (TxrParExemptCert) to establish any certificate credentials for previous linkage to Avalara CertCapture:

    If this is found, all entries are moved to the AdmCompanyControl table within the system-wide database.

    The original TxrParExemptCert table is deleted.

  4. The system verifies if any Avalara or Vertex passwords exist and converts them as required.

  5. The legacy State Filter file (TXRFFL.DAT located in the \Data folder) is checked to establish if any state filtering was previously configured for integration with Avalara:

    If the file contains existing entries, these are uploaded to the AdmTaxFltrUsState table within the company database.

    The original TXRFFL.DAT file is deleted.

  6. The legacy Country Filter file (TXRFFC.DAT located in the \Data folder) is checked to establish if any country filtering was previously configured for integration with Avalara:

    If the file contains existing entries, these are uploaded to the AdmTaxFltrCountry table within the company database.

    The original TXRFFC.DAT file is deleted.

  7. The legacy Product Class Filter table (TxrProdClsFltr) is checked to establish if any product class filtering was previously configured for integration with Avalara:

    Existing entries within the legacy table are moved to the AdmTaxFltrPcls table of the company database.

    The original TxrProdClsFltr table is dropped from the database.

  8. The legacy ZIP code range file (TXRFRZ.DAT/IDX located in the \Data folder) is checked to establish if any ZIP code filtering was previously configured for integration with Avalara or Vertex:

    If the file contains existing entries, these are uploaded to the AdmTaxZipRange table within the company database.

    The original TXRFRZ.DAT/IDX file is deleted.

  9. The system checks for the existence of the legacy Tax Base table (TxrTaxNetGross) in the company database:

    If this is found, all entries are moved to the AdmTaxNetGross table.

    The original TxrTaxNetGross table is deleted.

  10. The system checks for the existence of the legacy Avalara Tax Exemption Certificate cross reference table (TxrCertInfo) in the company database:

    If this is found, all entries are moved to the AdmTaxCertXref table.

    The original TxrCertInfo table is deleted.

  11. The AdmCompanyControl table is updated to indicate that the conversion is complete.

As part of the migration process, any existing triggers, events and/or Electronic Signatures that called the various legacy tax programs are updated with the new program codes.

The following cross reference indicates the legacy versus new programs:

Legacy Program New Program Program Description

SHPPZP

IMPPZP

ZIP Codes Maintenance

TXRBUS

IMPTAT

Tax Interface

TXRPSP

IMPPSP

Filter by Product Class

TXRPCI

IMPPCI

CertCapture Import

TXRPCS

IMPPCS

Exemption Certificates Setup

TXRPDW

IMPPDW

Update Invoice Reprint Tables

TXRPEC

IMPPEC

Tax Exemption Certificates

TXRPEL

IMPPEL

Tax Interface Error Log Print

TXRPID

IMPRID

Tax Rates Import

TXRPNG

IMPPNG

Tax Base Indicator

TXRPRZ

IMPPRZ

Define Filter by ZIP Codes

TXRPSU

IMPPSU

Tax Interface Setup

TXRPSW

IMPPSW

Define Filter by Country

Any additional customization to call programs (such as VBScripts and custom hyperlinks) is not verified or updated. Therefore, any customization you have that is not covered during the migration must be updated manually.