Tax Zone Update Utility
The Tax Zone Update Utility (29.12.13) analyzes addresses and updates tax zone data with valid Quantum GeoCodes. The utility also creates valid tax zone records for GeoCodes in the GTM module of QAD EE. There are, however, a number of restrictions and points to note when using the utility:
1 You must run the utility in a domain for which Vertex has been enabled.
2 The utility updates address information in domains other than the one in which you run it. Because the utility must update customer and supplier tax information stored at shared set level, this process is necessary.
3 The utility identifies customer and supplier shared sets used by the domain in which the utility is run. When it identifies the shared sets, the utility identifies all other domains that use the shared sets, and determines whether Vertex is enabled in those domains. If Vertex has not been enabled in the other domains, the utility will not proceed with the update.
4 When all domains have been identified, the utility verifies that all the domains use the same customer and supplier shared set. If not, the utility will not proceed with the update, and will issue an error.
5 Tax information is mirrored in the operation tables in the database, and each domain has a set of operational tables. For each domain that uses a customer and supplier shared set, the utility updates the operational tax tables.
6 In the customer shared set, the utility checks all customer tax data and, if required, updates the data with the correct Quantum GeoCode. The utility also updates the tax data mirrored in the operational tables.
7 In the supplier shared set, the utility checks all supplier tax data and, if required, updates the data with the correct Quantum GeoCode. The utility also updates the tax data mirrored in the operational tables.
8 The utility does not update tax data stored in business relations used by the customer and supplier records.
9 The utility updates the tax data stored against the business relation to which an entity address is linked. The utility also updates the tax data mirrored in the operation tables.
See Updating QAD Records with Quantum GeoCodes
for more information on the Tax Zone Update Utility.