Indirect Tax Solutions

Vertex Indirect Tax

®

Accelerator for SAP ERP

Powerful Global Integration Solution

The Vertex Indirect Tax Accelerator for SAP ERP represents a paradigm shift in tax integration. This powerful solution provides
a new platform within SAP® to deliver additional capabilities and functionality in support of a comprehensive tax management
solution. It simplifies the configuration, operation, and value of the tax integration without disrupting the existing tax calculation
processes between SAP and Vertex® Indirect Tax O Series®.

Enterprise Tax Management receives the necessary tax logic for determining tax jurisdiction
Vertex O Series utilizes leading-edge technologies to centralize and and applies the correct tax treatments. The results of each
automate tax compliance through the application of researched tax transaction are stored in Vertex O Series and passed back to the
rules and rates, accurate calculation of tax amounts, and the automated SAP system for posting, tax reporting, and reconciliation purposes.
creation of tax reports. With Vertex O Series, SAP users receive All of this is accomplished while leveraging the existing SAP-certified
state-of-the-art technology in tax compliance which enables a new RFC technology.
level of tax process automation by: The Vertex Indirect Tax Accelerator for SAP ERP provides:
• Creating enhanced and integrated taxability management tools • Enhanced capabilities for global tax automation and insight.
• Easing maintenance of rates and rules • Greater control over the SAP and Vertex integration and tax process.
• Enhancing jurisdiction identification capabilities • Advanced decision making opportunities through improved
Vertex offers a certified tax interface to the following SAP visibility into reporting and reconciliation.
applications: SD, MM, FI, CRM, and SRM. Our interface is easily • Reduced implementation risk from use of SAP standard and
installed and deployed on SAP Web Application Server (SAP WAS), certified solutions.
part of the SAP NetWeaver® technology platform. • Ability to grow and add future enhancements for an integrated
solutions platform.
Accelerate Your Tax Solution
The Vertex Indirect Tax Accelerator provides a simplified solution
to common gaps in the tax automation process, improves the
Combined Vertex and SAP Expertise
precision of transaction tax operations, and creates a quicker return
Vertex Consulting offers a unique combination of expertise in Vertex
on investment. This comprehensive, end-to-end tax solution is an
and SAP applications alike.
essential add-on to Vertex O Series that provides improved control • Thorough assessment of your tax processes and related technology
and visibility over the company’s tax operations. • Proven methodology with reliable project management
• System design, configuration, and implementation
Easily configured to assist users with mapping the attributes of
• Custom integration development, as needed
each transaction properly, the tool ensures that Vertex O Series
Indirect Tax Solutions 2

Vertex Indirect Tax Accelerator for SAP ERP

®

Platform for Functionality Growth Additional LCR-Dixon Solutions

The Vertex Indirect Tax Accelerator adds a Vertex area menu within In addition to the Vertex Indirect Tax Accelerator for SAP ERP, Vertex
SAP that supports and enables the following capabilities: also offers customers the following LCR-Dixon solutions to enhance
their tax system.
• Simplified Data Field Mapping – A graphical user interface allowing
greater visibility and control for users making the necessary • VENDORecon – VENDORecon allows you to automatically balance
association between SAP fields and Vertex O Series fields – includes your A/P invoices when differences arise between Vertex and your
pre-developed user exit code and logging which reduces dependency vendor-billed taxes. Eliminating the need for manual intervention
on IT support. by A/P personnel, you can be assured of consistent, automated
handling for your taxes.
• SAP Reporting for Sales and Purchases – Besides enabling greater
use of SAP standard reports, the Vertex Accelerator contains • PCARD – Automate use tax accruals on your procurement card
pre-developed reports that include the most relevant data elements transactions. PCARD connects the dots between your tax-liable
for transaction taxes. These SAP-specific reports, including PCARD transactions and Vertex.
pre-defined reconciliation reports between SAP and Vertex O Series,
• flexRFC – flexRFC allows you to easily process tax-only credit and
are provided in addition to the comprehensive reporting functionality
debit adjustments on your A/P and A/R documents. The program
contained within Vertex O Series.
handles the FI accounting and updates to the Vertex Tax Journal
• Transaction Queue Monitor – A utility that eliminates disruption in so you can minimize manual adjustments each month.
tax event processing by communicating problems to the user for
• SCOUT – SCOUT offers a suite of conversion programs to handle
analysis and correction.
your SAP Tax Jurisdiction Code (TJC) updates. Whether you are
• Real-time Address Validation – Improves the ability for SAP to implementing Vertex for the first time or upgrading versions,
pass street addresses to Vertex O Series for greater accuracy of SCOUT can help you validate and convert your addresses and your
jurisdiction code assignment (ex. ZIP+4). existing jurisdiction codes.
Note: activation requires separate license.
• FLUX Monitor – Keep track of the SAP master data and configuration
• Goods Movement – Addresses taxation of inventory and asset changes that affect your tax calculations. Give yourself the tools
movements outside of SAP’s capabilities. to keep Vertex up-to-date and accurate.

• VAT Enhancements – Numerous functional improvements that • Diagnostax – Diagnostax is a robust analytics tool for comparing
enhance the Vertex O Series solution with SAP for global deployments. actual to expected tax results. By providing the tax department
They include, but are not limited to: immediate insight into tax decision patterns, customers can correct
– Utilizes Vertex O Series tax result for greater reporting in SAP and eliminate future data errors.
– Enables use of address data for tax determination
(vs. Tax Jurisdiction Code) outside of the US and Canada
– Enables use of Vertex O Series with Plants Abroad
– Support of multiple currencies
– Support of complex supply chain models and inter-company
transactions
Indirect Tax Solutions 3

Vertex Indirect Tax Accelerator for SAP ERP

®

Tax System Implementation Support

In addition to a powerful global integration solution for SAP customers, About Vertex
Vertex also offers a highly specialized Vertex Consulting practice to
Founded in 1978, Vertex Inc. is the leading provider of corporate
provide system implementation services to help you accelerate the
tax software and services for companies of all sizes, from small
start-up and maximize the value of your Vertex Indirect Tax system.
to medium-sized businesses to global multinationals.
The practice brings together professionals with strong expertise in
SAP technology integration, tax acumen, and a robust knowledge of Vertex solutions enable companies to realize the full strategic
the Vertex suite of tax technology solutions. This unique coupling potential of the corporate tax function. The company offers
a variety of products and services that allow businesses to
of knowledge affords clients faster implementation cycles and a
automate, integrate, and streamline their corporate tax processes.
speedier return on investment.
Vertex provides solutions in every major line of tax including
Our professionals have an average 10 years experience with Vertex income, sales and consumer use, value added and payroll. Vertex
technology and represent former Big 4 tax implementers, SAP also offers tailored solutions for specific industries including
system implementers, and SAP tax developers. Skilled in both retail, communications, hospitality and leasing. Vertex Managed
Vertex and SAP applications, they provide unique insight into Services allows companies to outsource sales and use tax returns
designing, developing, and deploying Vertex tax solutions within and exemption certificate management.
an SAP infrastructure.

Vertex consultants have worked with companies of every size, industry, Certified SAP Support
and technical environment. And while no two implementations are Vertex has achieved SAP Enterprise Support certification with SAP.
alike, Vertex Consulting has developed proven methodologies and Using the partner edition of SAP Solution Manager, the Vertex support
best practices to ensure the highest level of success. team is connected to the SAP global support backbone to expedite
support for incident processing and resolution. In addition to our
With over 100 successful SAP customer engagements in a broad
internal CRM applications, Vertex uses SAP Solution Manager during
range of industries, the Vertex Consulting team has unparalleled
support operations and conforms to SAP standards for shared support
experience in all phases of tax compliance and will ensure the
processes, service-level agreements, and escalation procedures. As
maximum benefit from your Vertex system implementation with SAP.
a result, mutual SAP and Vertex users can obtain efficient support
from both the SAP support organization and Vertex customer support.

A 20-Year Partnership
For over 20 years, Vertex and SAP have offered mutual customers
a complete suite of integrated tax management solutions. This To learn more about the power of the Vertex Indirect
partnership provides SAP users with enhanced SAP ERP application Tax Accelerator for SAP ERP, talk to your Vertex
functionality supported by Vertex’s comprehensive tax content
representative at 800.355.3500 or visit vertexinc.com
and applications integrated across the full range of SAP applications.
today.
This collaborative relationship is the reason SAP has selected Vertex
as its own tax technology provider and over 600 SAP customers have
benefited from comprehensive tax content and process automation
tools from Vertex.

Vertex Global Headquarters Vertex Global Tax Solutions LTD Vertex Global Tax Solutions Brasil Ltda.
1041 Old Cassatt Road 1 Furzeground Way, Stockley Park Av. Dr. Chucri Zaidan, 940
Berwyn, PA 19312 Uxbridge UB11 1EZ 16° andar – Market Place Tower II
United States United Kingdom 04583-906 – São Paulo – Brazil
Phone: 610.640.4200 Phone: +44 (0) 208 622 3053 Phone: +55 11 5095.3433
Toll-free: 800.355.3500 Fax: +44 (0) 208 622 3200
Fax: 610.640.5892 Reg. in England and Wales. Reg. No. 5982877

©2016 Vertex Inc. All rights reserved. Vertex, the Vertex logo, Where taxation meets innovation, and O Series are all trademarks of Vertex Inc.
All other trademarks are used for identification purposes only and are properties of their respective owners. 02.16