Vertex Update Test Cases

Anytime you update Vertex tax engine in Oracle ERP on-prem or Cloud, there is functional testing you need to perform to make sure that the tax changes are working as expected and did not break any existing functionality

1. Business /Tax Team to validate the GL tax account in which the tax was posted
Expected Result:
Tax amount(s) should flow to the correct GL account(s) in Oracle

2. Validate the correct application of exemption certificates on US Sales Tax
Expected Result:
Exemption certificates should apply for states and customers where they are set up

3. Validate the Tax/VAT Rate
Expected Result:
Tax/VAT Rate(s) should be correct on the AR invoice

4. Validate the FX calculation/tax amount on the AR invoice
Expected Result:
FX calculation(s)/Tax amount(s) should be correct on the AR invoice

5. Validate the intercompany invoice for taxation and not valuation
Expected Result:
The taxation on the intercompany invoice should be correct

7. Validate notes section on the AR invoice
Expected Result:
The notes section on the AR invoice should be accurate