1. Vertex & EnterpriseOne
Session ID#: JDE
A streamlined approach to integration
Prepared by:
Name: Bryan Rodish
Title: Principal Integration Consultant
Company: Vertex Inc.
Vertex

2. Agenda Vertex Overview Vertex – Oracle JD Edwards Partnership
Present Vertex O Series Solutions Overview
Successful Implementations
Vertex O Series / JD Edwards E1 Demo
Questions & Answers

3. Vertex Overview 30+ years experience in tax technology
Solutions for all tax types, market leader in transaction tax
10,000+ corporate clients
75% of Fortune 500 choose Vertex
ERP and Big 4 partnerships
900+ employees in 10 offices (US, UK, Brazil, Portugal)

4. Unparalleled Content and Solutions
30-year track record for accuracy, reliability
SSAE-16 certified research process
U.S. Sales & Consumer Use Tax
Retail Tax Solution
Lease Tax Solution
VAT & global transaction taxes
Payroll Tax
Communication Tax

5. Vertex – JD Edwards Relationship
Development Partners with JD Edwards since 1985
Direct access to JDE Product Management
Mutually developing tax interfaces for JDE customers
Sales/Use Tax
Address Book
Sales Order
Accounts Receivables
Accounts Payables
Purchase Order
Service Warranty Management
Contract Service Billing
Payroll Tax – Interfaces to HR Payroll

6. Vertex Solutions for JD Edwards
L Series - Sales Tax
RPG application for AS/400, IBM iSeries
Interfaces with World
Q Series - Sales Tax
Client Server Technology
Interfaces with EnterpriseOne
O Series – Sales Tax/Consumer Use Tax/Value Added Tax
SOAP / Web Services Deployment Model

7. Why Automate the Tax Compliance Process?
Reduces time spent on tedious aspects of compliance
Improves tax decision making and visibility for Sarbanes- Oxley compliance
Expedites cash collections through more accurate customer billing
Lowers potential audit exposure
Increases time spent on strategic tax planning
Turns tax compliance from a cost center to a profit center

8. Vertex O Series Solution
An end-to-end solution with a suite of integrated tax modules
Sales Tax
Consumer Use Tax
Value Added Tax
Industry specific data
Provides the industry’s most accurate, reliable global tax content
Accurate calculation, tracking and reporting to the lowest district level
Flexibility to handle the most complex tax scenarios
Centralized maintenance of all tax compliance activities

9. O Series Web Services Architecture

10. Assured Consistency and Accuracy

11. Superior Flexibility Tax Department Control (no hard coding)
Tax Decision Drivers
Tax Calculation and Rate Lookup
Tax Department Control (no hard coding)
Industry-specific Rules, Fees, Surcharges
Tax Assist
Vertex Central (Web Interface)
Role-based Security
User-Created Rules and Rates

12. Procure to Pay Tax Determination Drivers

13. Predefined Taxability Content

14. Custom Reporting/Analytics

15. Compliance Returns Processing Services Vertex Sales Tax Returns
Complete suite of outsourcing services
Secure Web based client portal
Vertex Sales Tax Returns
Over 1,500 Vertex Sales Tax Returns users
Seamlessly accepts data from O Series or from other host and accounting systems
Allows user to edit or add information prior to filing
Provides a full software solution from a single source
Vertex Returns seamlessly accepts tax data from the O Series Tax Journal and automatically populates the return forms.
All the control, without the burden

16. Vertex – JDE O Series Implementations
30 Clients integrated with JDE EnterpriseOne
Leverages the existing JDE supported Q Series integration
Integration works on multiple server platforms
Web Services integration

17. Vertex Consulting JDE Solutions Practice
Functional, technical and project management skill sets with JD Edwards solutions (Includes former JD Edwards tax developers)
Comprehensive service offerings that help ensure a successful implementation within your JD Edwards environment
Expertise in Vertex and JD Edwards applications to ensure appropriate configuration settings
Work in tandem with Big 4 and other consulting firms to provide client specific implementation services

18. Customer Feedback
Tax, Accounts Payable, Purchasing and Finance departments were freed to work on more strategic projects
Promote confidence in the data and felt less exposed for audits
Cost savings resulting from the verification of taxes assessed on purchase and sales orders
Increased cash flow requiring less money in reserves to pay future taxes

19. Vertex Tax Links 8.0 for JDE E1 / O Series Overview

20. Vertex Tax Links 8.0 for JDE E1 Foundation

21. O Series / JDE Demonstration

22. Questions?

23. Please complete the session evaluation We appreciate your feedback and insight Session ID# JDE