About Vertex Payroll Tax Q Series
Vertex Payroll Tax Q Series (PTQ) maintains tax rates, rules, and regulations and
enables you to enter special tax considerations that are applicable to your payroll
run.
When you send the required information to PTQ, it calculates the federal, state,
Canadian, some U.S. territories, and local taxes on all regular and supplemental
wages. The product's programming logic takes into account factors such as:
• Multiple work locations per employee
• Specific net pay
• Advanced vacation pay
• Tips
• IRS qualified benefit plans
• All reciprocal agreements among states, cities, and counties
For PTQ customers only, Vertex offers a separate data file that enables you to
calculate PAYE and NICs taxes in the United Kingdom.
Vertex updates the data required for accurate payroll calculations every month.
You can maintain the product by loading a DVD or downloading files from myVerte
+++++++++++++++EBS R12++++++++++++++++
1. Create following directory structure in SVRUAT Admin Tier..
/d01/oracle/SVRUAT/apps/apps_st/appl/pay/12.0.0/vendor/quantum_versions /d01/oracle/SVRUAT/apps/apps_st/appl/pay/12.0.0/vendor/quantum
2. Copy ‘pyvendor.zip’ file from ‘/d01/oracle/SVRUAT/apps/apps_st/appl/pay/12.0.0/lib’ to ‘/d01/oracle/SVRUAT/apps/apps_st/appl/pay/12.0.0/vendor/quantum_versions’
Note: Please do the Quantum Payroll setups after applying recent HRMS Delta patch as ‘pyvendor.zip’ will get updated with it.
3. Unzip ‘pyvendor.zip’ file. It will further create platform specific zip files. Unzip respective platform zip file (e.g. REDHAT50.zip) and it will create directory called ‘3.0.2’ (or recent quantum version specific)
4. Create following symbolic link.
ln -s /d01/oracle/SVRUAT/apps/apps_st/appl/pay/12.0.0/vendor/quantum_versions/3.0.2 /d01/oracle/SVRUAT/apps/apps_st/appl/pay/12.0.0/vendor/quantum
5. Take a backup of ‘$FND_TOP/usrxit/devenv.env’. Uncomment following lines from file.
# 3) Any user-defined environment variables (like VND_LINK in the example
# above) must be set and exported in this file. There is a special
# section for this purpose below.
#
# Example:
#
# Needed when linking in 3rd Party Software
VND_VERTEX='$(PAY_TOP)/vendor/quantum'
VND_LINK='$(VND_VERTEX)/lib/libvprt.a \
$(VND_VERTEX)/lib/libqutil.a \
$(VND_VERTEX)/lib/libloc.a \
$(VND_VERTEX)/lib/libcb63.a'
VNDPAYSL='$(PAY_TOP)/lib/py3c.o $(PAY_TOP)/lib/py3v.o $(VND_LINK)'
VNDPAYPL='$(PAY_TOP)/lib/py3c.o $(PAY_TOP)/lib/py3v.o $(VND_LINK)'
export VND_VERTEX VND_LINK VNDPAYPL VNDPAYSL
#
6. Relink the Oracle Payroll executable PYUGEN using adrelink.
$ adrelink force=y ranlib=y "pay PYUGEN"
Ensure that the adrelink completed successfully by checking the log file.
Set your PATH and LD_LIBRARY_PATH environment variables to include the directories where the Vertex executables and libraries are installed.
export LD_LIBRARY_PATH=/d01/oracle/SVRUAT/apps/apps_st/appl/pay/12.0.0/vendor/quantum_versions/3.0.2/lib:$LD_LIBRARY_PATH
7. Download recent Monthly Quantum update (e.g. QFPTDNLD0213.zip). This is available at
‘https://my.vertexinc.com/’ --> Provide registered username &Pwd
Note :Go to ‘DOWNLOADS’ section and download recently released Payroll data file from ‘Payroll Tax Q Series – Oracle’ section.
8. Unzip given file on server to below location
#cd $PAY_TOP/ vendor/Vertex_Update
#unzip QFPTDNLD0614.ZIP
# ls -ltr /d01/oracle/SVRUAT/apps/apps_st/appl/pay/12.0.0/vendor/Vertex_Update/
drwxr-xr-x 2 oracle dba 4096 May 19 13:16 data
drwxr-xr-x 2 oracle dba 4096 May 19 13:17 data320
drwxr-xr-x 2 oracle dba 4096 Jun 17 13:05 docs
-rw-r--r-- 1 oracle dba 22915041 Jun 19 13:18 QFPTDNLD0614.ZIP
9. Copy ‘qfpt.dat’ file from unzipped data320 directory to
#cp qfpt.dat /d01/oracle/SVRUAT/apps/apps_st/appl/pay/12.0.0/vendor/quantum_versions/3.2.0
10. Execute ‘cbmaint’ from ‘/d01/oracle/SVRUAT/apps/apps_st/appl/pay/12.0.0/vendor/quantum_versions/3.0.2/utils’ location. This utility will create a quantum payroll database files. After ‘cbmaint’ is run you should be able to successfully update the taxes using ‘vprtmupd’ utility.
Choose option 1 & 3 ... This will create database files for GeoCoder and payroll Tax.
Vertex Payroll Tax Q Series - ISAM Database Maintenance Program
Version 3.2.0 2013/07/12
Copyright 1999-2014 Vertex Inc.
Select an ISAM Maintenance Function
-----------------------------------
1. - Create Database
2. - Migrate Database
3. - Reindex Database
9. - Exit Program
Select: 1
Select a Database to Create
----------------------------
1. - GeoCoder Database
2. - Payroll Tax Database
3. - All Databases
9. - Main Menu
Select: 3
11. Execute ‘vprtmupd’ utility from ‘/d01/oracle/SVRUAT/apps/apps_st/appl/pay/12.0.0/vendor/quantum_versions/3.0.2/utils’ location.
cd $PAY_TOP/vendor/quantum_versions/3.2.0/utils
[oracle@svruatebsal1 utils]$ vprtmupd
Vertex Payroll Tax Q Series - Monthly Update Program
Version 3.2.0 2013/07/12
Copyright (c) Vertex Inc. 1994-2013. 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/SVRUAT/apps/apps_st/appl/pay/12.0.0/vendor/quantum/data
Enter the path to the update file: /d01/oracle/SVRUAT/apps/apps_st/appl/pay/12.0.0/vendor/quantum_versions/3.2.0/
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.
(Or)
logon to the application as US HRMS manager responsibility and run “Quantum Program Update Installer”. Submit "Quantum Data Update Installer" program will update the Payroll Tax to Database.
Parameters:
Enter Data Source: /d01/oracle/SVRUAT/apps/apps_st/appl/pay/12.0.0/vendor/quantum/data
Enter the path to the update file: /d01/oracle/SVRUAT/apps/apps_st/appl/pay/12.0.0/vendor/quantum_versions/3.2.0/
[oracle@svruatebsal1 utils]$ !sq
sqlplus apps/ptc7apps
SQL*Plus: Release 10.1.0.5.0 - Production on Thu Jun 19 13:44:29 2014
Copyright (c) 1982, 2005, Oracle. All rights reserved.
Connected to:
Oracle Database 11g Enterprise Edition Release 11.2.0.3.0 - 64bit Production
With the Partitioning, OLAP, Data Mining and Real Application Testing options
SQL> select ss_ee_wage_limit from pay_us_federal_tax_info_f where sysdate between effective_start_date and effective_end_date and ss_ee_wage_limit is not null ;
SS_EE_WAGE_LIMIT
----------------
117000 //this value should be same for 2014
12. Register the Quantum Data Files location.
SQL> select PARAMETER_VALUE from PAY_ACTION_PARAMETERS where PARAMETER_NAME = 'TAX_DATA';
If it does not displays PARAMETER_VALUE for TAX_DATA as quantum data file location then we need to manually insert into table as…
insert into pay_action_parameters values ('TAX_DATA', '/d01/oracle/SVRUAT/apps/apps_st/appl/pay/12.0.0/vendor/quantum/data');
commit;
SQL> select PARAMETER_VALUE from PAY_ACTION_PARAMETERS where PARAMETER_NAME = 'TAX_DATA';
PARAMETER_VALUE
--------------------------------------------------------------------------------
/d01/oracle/SVRUAT/apps/apps_st/appl/pay/12.0.0/vendor/quantum/data
================================================ http://www.idbasolutions.com/en/oracle-ebusiness/reinstall-upgrade-vertex.html https://my.vertexinc.com/
================================================
Q> How can I determine the version of Payroll Tax Q I am using?
The easiest way is to run the DIAGNOS utility. The Vertex Payroll Tax Q series version will appear at the beginning of the first screen. You do not need to test the connection. To find out how to run the Diagnos utility for your environment look in the Payroll Tax Q series Administration Guide- chapter 3 or 4 for Windows and Unix, chapter 5 for As/400 environment under the section "Verifying that the databases (or tables) are created and populated correctly".
Another way is to generate an Employee Before and After report. The Payroll Tax Q series version number is in the header of the report.
Q> The May data update file contains two data directories, where do I get my update files from for 3.2.0?
Resolution :
Effective with release 4.0 (starting with the May data update continuing until 3.2.0 is retired) there will be two data files (qfpt.dat) produced each month.
The following applies to Payroll Tax Q and Payroll Tax Q Enhanced Integration only:
If you are on version 3.2.0 of Payroll tax Q series you need to load the qfpt.dat file from the data320 directory and the compress.txt, geomast4.vdf, staxzip4.vdf and ptaxzip4.vdf from the data directory.
If you are on 3.1.2 or 3.2.1 you would load the qfpt.dat, compress.txt, geomast4.vdf, staxzip4.vdf and ptaxzip4.vdf from the data directory.
If you are on 4.x then you would load the qfpt.dat, compress.txt, geomast5.vdf, and taxzip5 from the data directory.
The following applies to Payroll tax Q- Oracle only:
If you are on version 3.2.0 of Payroll tax Q series you need to load the qfpt.dat file from the data320 directory
If you are on 3.1.2, 3.2.1 or 4.X you need to load the qfpt.dat file from the data directory.
Q> What is the difference between sales and use tax?
Generally, a sales tax occurs when a transaction takes place within a single state's boundaries (intrastate). A use tax occurs when a transaction takes place between two different states (interstate).
Vertex Payroll Tax Q Series (PTQ) maintains tax rates, rules, and regulations and
enables you to enter special tax considerations that are applicable to your payroll
run.
When you send the required information to PTQ, it calculates the federal, state,
Canadian, some U.S. territories, and local taxes on all regular and supplemental
wages. The product's programming logic takes into account factors such as:
• Multiple work locations per employee
• Specific net pay
• Advanced vacation pay
• Tips
• IRS qualified benefit plans
• All reciprocal agreements among states, cities, and counties
For PTQ customers only, Vertex offers a separate data file that enables you to
calculate PAYE and NICs taxes in the United Kingdom.
Vertex updates the data required for accurate payroll calculations every month.
You can maintain the product by loading a DVD or downloading files from myVerte
+++++++++++++++EBS R12++++++++++++++++
1. Create following directory structure in SVRUAT Admin Tier..
/d01/oracle/SVRUAT/apps/apps_st/appl/pay/12.0.0/vendor/quantum_versions /d01/oracle/SVRUAT/apps/apps_st/appl/pay/12.0.0/vendor/quantum
2. Copy ‘pyvendor.zip’ file from ‘/d01/oracle/SVRUAT/apps/apps_st/appl/pay/12.0.0/lib’ to ‘/d01/oracle/SVRUAT/apps/apps_st/appl/pay/12.0.0/vendor/quantum_versions’
Note: Please do the Quantum Payroll setups after applying recent HRMS Delta patch as ‘pyvendor.zip’ will get updated with it.
3. Unzip ‘pyvendor.zip’ file. It will further create platform specific zip files. Unzip respective platform zip file (e.g. REDHAT50.zip) and it will create directory called ‘3.0.2’ (or recent quantum version specific)
4. Create following symbolic link.
ln -s /d01/oracle/SVRUAT/apps/apps_st/appl/pay/12.0.0/vendor/quantum_versions/3.0.2 /d01/oracle/SVRUAT/apps/apps_st/appl/pay/12.0.0/vendor/quantum
5. Take a backup of ‘$FND_TOP/usrxit/devenv.env’. Uncomment following lines from file.
# 3) Any user-defined environment variables (like VND_LINK in the example
# above) must be set and exported in this file. There is a special
# section for this purpose below.
#
# Example:
#
# Needed when linking in 3rd Party Software
VND_VERTEX='$(PAY_TOP)/vendor/quantum'
VND_LINK='$(VND_VERTEX)/lib/libvprt.a \
$(VND_VERTEX)/lib/libqutil.a \
$(VND_VERTEX)/lib/libloc.a \
$(VND_VERTEX)/lib/libcb63.a'
VNDPAYSL='$(PAY_TOP)/lib/py3c.o $(PAY_TOP)/lib/py3v.o $(VND_LINK)'
VNDPAYPL='$(PAY_TOP)/lib/py3c.o $(PAY_TOP)/lib/py3v.o $(VND_LINK)'
export VND_VERTEX VND_LINK VNDPAYPL VNDPAYSL
#
6. Relink the Oracle Payroll executable PYUGEN using adrelink.
$ adrelink force=y ranlib=y "pay PYUGEN"
Ensure that the adrelink completed successfully by checking the log file.
Set your PATH and LD_LIBRARY_PATH environment variables to include the directories where the Vertex executables and libraries are installed.
export LD_LIBRARY_PATH=/d01/oracle/SVRUAT/apps/apps_st/appl/pay/12.0.0/vendor/quantum_versions/3.0.2/lib:$LD_LIBRARY_PATH
7. Download recent Monthly Quantum update (e.g. QFPTDNLD0213.zip). This is available at
‘https://my.vertexinc.com/’ --> Provide registered username &Pwd
Note :Go to ‘DOWNLOADS’ section and download recently released Payroll data file from ‘Payroll Tax Q Series – Oracle’ section.
8. Unzip given file on server to below location
#cd $PAY_TOP/ vendor/Vertex_Update
#unzip QFPTDNLD0614.ZIP
# ls -ltr /d01/oracle/SVRUAT/apps/apps_st/appl/pay/12.0.0/vendor/Vertex_Update/
drwxr-xr-x 2 oracle dba 4096 May 19 13:16 data
drwxr-xr-x 2 oracle dba 4096 May 19 13:17 data320
drwxr-xr-x 2 oracle dba 4096 Jun 17 13:05 docs
-rw-r--r-- 1 oracle dba 22915041 Jun 19 13:18 QFPTDNLD0614.ZIP
9. Copy ‘qfpt.dat’ file from unzipped data320 directory to
#cp qfpt.dat /d01/oracle/SVRUAT/apps/apps_st/appl/pay/12.0.0/vendor/quantum_versions/3.2.0
10. Execute ‘cbmaint’ from ‘/d01/oracle/SVRUAT/apps/apps_st/appl/pay/12.0.0/vendor/quantum_versions/3.0.2/utils’ location. This utility will create a quantum payroll database files. After ‘cbmaint’ is run you should be able to successfully update the taxes using ‘vprtmupd’ utility.
Choose option 1 & 3 ... This will create database files for GeoCoder and payroll Tax.
Vertex Payroll Tax Q Series - ISAM Database Maintenance Program
Version 3.2.0 2013/07/12
Copyright 1999-2014 Vertex Inc.
Select an ISAM Maintenance Function
-----------------------------------
1. - Create Database
2. - Migrate Database
3. - Reindex Database
9. - Exit Program
Select: 1
Select a Database to Create
----------------------------
1. - GeoCoder Database
2. - Payroll Tax Database
3. - All Databases
9. - Main Menu
Select: 3
11. Execute ‘vprtmupd’ utility from ‘/d01/oracle/SVRUAT/apps/apps_st/appl/pay/12.0.0/vendor/quantum_versions/3.0.2/utils’ location.
cd $PAY_TOP/vendor/quantum_versions/3.2.0/utils
[oracle@svruatebsal1 utils]$ vprtmupd
Vertex Payroll Tax Q Series - Monthly Update Program
Version 3.2.0 2013/07/12
Copyright (c) Vertex Inc. 1994-2013. 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/SVRUAT/apps/apps_st/appl/pay/12.0.0/vendor/quantum/data
Enter the path to the update file: /d01/oracle/SVRUAT/apps/apps_st/appl/pay/12.0.0/vendor/quantum_versions/3.2.0/
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.
(Or)
logon to the application as US HRMS manager responsibility and run “Quantum Program Update Installer”. Submit "Quantum Data Update Installer" program will update the Payroll Tax to Database.
Parameters:
Enter Data Source: /d01/oracle/SVRUAT/apps/apps_st/appl/pay/12.0.0/vendor/quantum/data
Enter the path to the update file: /d01/oracle/SVRUAT/apps/apps_st/appl/pay/12.0.0/vendor/quantum_versions/3.2.0/
[oracle@svruatebsal1 utils]$ !sq
sqlplus apps/ptc7apps
SQL*Plus: Release 10.1.0.5.0 - Production on Thu Jun 19 13:44:29 2014
Copyright (c) 1982, 2005, Oracle. All rights reserved.
Connected to:
Oracle Database 11g Enterprise Edition Release 11.2.0.3.0 - 64bit Production
With the Partitioning, OLAP, Data Mining and Real Application Testing options
SQL> select ss_ee_wage_limit from pay_us_federal_tax_info_f where sysdate between effective_start_date and effective_end_date and ss_ee_wage_limit is not null ;
SS_EE_WAGE_LIMIT
----------------
117000 //this value should be same for 2014
12. Register the Quantum Data Files location.
SQL> select PARAMETER_VALUE from PAY_ACTION_PARAMETERS where PARAMETER_NAME = 'TAX_DATA';
If it does not displays PARAMETER_VALUE for TAX_DATA as quantum data file location then we need to manually insert into table as…
insert into pay_action_parameters values ('TAX_DATA', '/d01/oracle/SVRUAT/apps/apps_st/appl/pay/12.0.0/vendor/quantum/data');
commit;
SQL> select PARAMETER_VALUE from PAY_ACTION_PARAMETERS where PARAMETER_NAME = 'TAX_DATA';
PARAMETER_VALUE
--------------------------------------------------------------------------------
/d01/oracle/SVRUAT/apps/apps_st/appl/pay/12.0.0/vendor/quantum/data
================================================ http://www.idbasolutions.com/en/oracle-ebusiness/reinstall-upgrade-vertex.html https://my.vertexinc.com/
================================================
Q> How can I determine the version of Payroll Tax Q I am using?
The easiest way is to run the DIAGNOS utility. The Vertex Payroll Tax Q series version will appear at the beginning of the first screen. You do not need to test the connection. To find out how to run the Diagnos utility for your environment look in the Payroll Tax Q series Administration Guide- chapter 3 or 4 for Windows and Unix, chapter 5 for As/400 environment under the section "Verifying that the databases (or tables) are created and populated correctly".
Another way is to generate an Employee Before and After report. The Payroll Tax Q series version number is in the header of the report.
Q> The May data update file contains two data directories, where do I get my update files from for 3.2.0?
Resolution :
Effective with release 4.0 (starting with the May data update continuing until 3.2.0 is retired) there will be two data files (qfpt.dat) produced each month.
The following applies to Payroll Tax Q and Payroll Tax Q Enhanced Integration only:
If you are on version 3.2.0 of Payroll tax Q series you need to load the qfpt.dat file from the data320 directory and the compress.txt, geomast4.vdf, staxzip4.vdf and ptaxzip4.vdf from the data directory.
If you are on 3.1.2 or 3.2.1 you would load the qfpt.dat, compress.txt, geomast4.vdf, staxzip4.vdf and ptaxzip4.vdf from the data directory.
If you are on 4.x then you would load the qfpt.dat, compress.txt, geomast5.vdf, and taxzip5 from the data directory.
The following applies to Payroll tax Q- Oracle only:
If you are on version 3.2.0 of Payroll tax Q series you need to load the qfpt.dat file from the data320 directory
If you are on 3.1.2, 3.2.1 or 4.X you need to load the qfpt.dat file from the data directory.
Q> What is the difference between sales and use tax?
Generally, a sales tax occurs when a transaction takes place within a single state's boundaries (intrastate). A use tax occurs when a transaction takes place between two different states (interstate).
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