Friday, November 29, 2013

How To Install the Vertex Quantum (Tax Q) Monthly Update File (Doc ID 1521407.1)

Goal:
How do I install the monthly update file from Vertex for the Tax Q database for use with Oracle Fusion Payroll (US)?
  
Vertex:
  
In the United States and Canada, the legislation rules and tax routines are maintained by Vertex Inc., an independent, third party software company. This taxation data is accessed by the Payroll calculation engine via software provided by Vertex Inc., which is redistributed by Oracle.

The main file you will receive directly from Vertex is the monthly rate data update file, qfpt.dat.  Delivered with the Monthly Vertex Update, is the

Vertex Payroll Tax Q Series Calculation Guide -  This contains the rate and calculation information provided by Vertex in a PDF document. You can view the Vertex Payroll Tax Q Series Calculation Guide for this information.
  
For Real time Ex:

1. Go to www.vertexinc.com

2. Click on myVertex

3. Login

4. Click on Downloads

5. Under 'Payroll Tax Q Series - Oracle'

    click on Data Update File and save

6. Unzip file to local directory

7. Upload the extracted file, qfpt.dat, to a directory in the server

    Example:
        $VERTEX_TOP/data
[oracle@svrprdebsal1 ~]$ cd /d01/oracle/SVRPROD/apps/apps_st/appl/pay/12.0.0/vendor/quantum_versions/3.1.0

[oracle@svrprdebsal1 3.1.0]$ mv qfpt.dat qfpt.dat_bkp06-Nov13

[oracle@svrprdebsal1 3.1.0]$ cd ../../quantum/
[oracle@svrprdebsal1 quantum]$ cp -rp data data_06-Nov13
[oracle@svrprdebsal1 quantum]$ du -sh data  data_06-Nov13

8. Navigate to $VERTEX_TOP/utils

[oracle@svrprdebsal1 data]$ cd $PAY_TOP/vendor/quantum_versions/3.1.0/utils

9. Execute vprtmupd

10. Select '1. - Update Payroll Tax Database'

11. Enter Data Source: ../data

    Example:
        Enter Data Source: ../data OR the Full path to the Quantum data directory

12. Enter the path to the update file:

    (this is where you uploaded the qfpt.dat file to)

Example:
/amer/oracle/prdmx01/home/patches

13. When you see the following message

    "Payroll Tax Monthly Update successful.
     Press Enter to continue..."

    Hit 'Enter'

14. Then Select '2. - Exit Program'

For Step 9 to 14 follow below:

[oracle@svrprdebsal1 utils]$ ./vprtmupd

Vertex Payroll Tax Q Series - Monthly Update Program

Version 3.1.0    2012/09/16

Copyright (c) Vertex Inc.  1994-2012.  All Rights Reserved.

WARNING! The update process will destroy the contents of the
current database before it creates a new one.  Please make
a backup before proceeding.

Select a Monthly Update Function
--------------------------------
1.  - Update Payroll Tax Database
2.  - Exit Program

Select: 1

Beginning Payroll Tax Monthly Update Process.

Enter Data Source:   /d01/oracle/SVRPROD/apps/apps_st/appl/pay/12.0.0/vendor/quantum/data
Enter the path to the update file:  /d01/oracle/SVRPROD/apps/apps_st/appl/pay/12.0.0/vendor/quantum_versions/3.1.0
Updating database. Please wait. It may take a while...

Payroll Tax Monthly Update successful.
Press Enter to continue...

WARNING! The update process will destroy the contents of the
current database before it creates a new one.  Please make
a backup before proceeding.

Select a Monthly Update Function
--------------------------------
1.  - Update Payroll Tax Database
2.  - Exit Program

Select: 2

Finished.
=======================================
How To Install the Vertex Quantum (Tax Q) Monthly Update File (Doc ID 1521407.1)
How To Verify Vertex Quantum Data File Version (Doc ID 264290.1)
NOTE:735988.1

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