Configuring Magento

To complete the Magento configuration, you will need to enter a few values from Vertex Cloud. If you need help, see Vertex Field Mapping.

When enabled, the Tax configuration page includes the following Vertex sections:

  • Vertex Settings—Vertex integration and account configuration
  • Vertex Company Information—Configure your company information
  • Vertex Delivery Terms—Configure the shipping terms for shipments. Set a global term, with an option to add overrides per country
  • Vertex Shipping Product Codes—Displays available shipping methods and costs
  • Vertex Logging—Located at the bottom of the page. Provides logging information and configuration

To begin the Magento Configuration:

  1. On the Admin sidebar, choose Stores.

  2. Under Settings, choose Configuration.

  3. To define the scope of the configuration for a multisite or multistore installation, set the Store View chooser in the upper-left corner to the specific website or store view that is to be configured.

  4. In the panel on the left, click Sales. Then choose Tax.

  5. Expand the Vertex Settings section to enable Vertex and configure initial settings.

    • Set Use Vertex Tax Links to “Yes.” This setting enables performance enhancements and allows you to enable and configure Vertex settings.

      Vertex Settings Disabled

    • Set Vertex Tax Calculation to Enable the extension and configure settings.

      You must have this option set to use Vertex and save configurations.

    • Enter the Vertex Trusted ID from your Vertex Cloud account. To find your Vertex Trusted ID, log in to your Vertex Cloud account, and go to Settings > View All Connectors.

    • Verify and accept the default values for the Vertex Calculation API URL and Vertex Address Validation API URL. These connect the integration with Vertex Cloud.

    • To determine when tax is calculated for an invoice according to the workflow, set When to send invoiced to Vertex to one of the following:

      • When Invoice Created
      • When Order Status is Changed: If selected, configure the Invoice when Order Status option. The invoice generates when orders enter the selected status, such as “Processing”.
    • To set the Use Vertex for orders shipping to, select the countries and nations to apply Vertex taxes for destination addresses. If a shipping address is not available on the order, the billing address is used.

    • Set how you want to Summarize Tax By. Options include Product and Shipping and Jurisdiction.

  6. Expand the Vertex Company Information section. Then, do the following:

    Vertex Company Information

    • Enter the Company Code from the heading of the Configure Company page of your Vertex Cloud account.

    • Enter the Location Code from the Registration Details section of your Vertex Cloud account. This is the specific jurisdiction where the company is registered to file tax returns. This value corresponds to the Location Code that is entered as a Registered Location.

    • Complete the remaining company address fields.

  7. Click Save Config.

    If the configuration settings are correct, the Vertex API Status field turns green and indicates the status is “Valid.” At this point, you can continue with the remaining Vertex configuration settings, or complete them later.

    You need to save the configuration again if you modify any of the Vertex tax class or calculation settings.

    Vertex API Status - Valid

  8. When you are ready to continue, complete the following sections:

Vertex Delivery Terms

Set the delivery terms (shipping terms) that determines the vendor or customer jurisdiction where the title transfer of a supply takes place. You can set a global term and overrides per country. These options provide support to EU VAT.

Expand the Vertex Delivery Terms section.

  1. To change the default Global Delivery Term, select an option from the drop-down menu. SUP - Supplier Ships is the default.

  2. Optional, create a Delivery Term Override for each country you want a specific delivery term that differs from the global. Click Add. Select a country and term.

    Vertex Delivery Terms

Vertex Shipping Product Codes

The Vertex Shipping Product Codes section lists all shipping methods and rates that are currently mapped to product SKUs in Vertex Cloud.

Shipping Product Codes

Vertex Tax Classes

By default, many of the following tax classes are initially set to None.

  1. Expand the Vertex Tax Classes section.

  2. To change the default Tax Class for Shipping, clear the Use System Value checkbox. Then, choose the applicable tax class.

  3. Set Tax Class for Gift Options to one of the following:

    • None
    • Gift Options
  4. To change the Default Tax Class for Product, clear the Use System Value checkbox. Then, choose the applicable tax class.

  5. To change the Default Tax Class for Customer, clear the Use System Value checkbox. Then, choose the applicable tax class.

  6. Accept the default value for Default Customer Code.that is used for unregistered guests and customers who shop while not logged in to their accounts.

    Vertex Tax Classes

  7. In the Vertex Tax Classes section, complete as many of the following settings as applicable:

Adjustment Fees

  1. Set Refund Adjustments Class to one of the following:

    • None
    • Refund Adjustments
  2. Accept the default value for Adjustment Fee Code.

  3. Accept the default value for Adjustment Refund Code.

    Adjustment Fees

Gift Wrap Order

  1. Set Gift Wrap for Order Class to one of the following:

    • None
    • Order Gift Wrapping
  2. Accept the default value for Gift Wrap for Order Code.

    Gift Wrap - Order

Gift Wrap Single Product

  1. Set Gift Wrap Class for Single Product to one of the following:

    • None
    • Item Gift Wrapping
  2. Accept the default value for Gift Wrap Code Prefix for Single Product.

    Gift Wrap - Single Product

Printed Gift Card

  1. Set Item Line Class for Printed Gift Card to one of the following:

    • None
    • Printed Gift Card
  2. Accept the default value for Item Line Code for Printed Gift Card.

    Printed Gift Card

Reward Points

  1. Set Class for Reward Points Discount Line Item to one of the following:

    • None
    • Reward Points
  2. Accept the default value for Product Code for Reward Points Discount Line Item.

    Reward Points

Vertex Logging

  1. To track and review Vertex actions and taxes, enable the logging options and when exported saves to the var/vertexlog_Y-m-d.csv file (which is year-month-day).

  2. When opening and reviewing the CSV log files, make sure to use a spreadsheet application that supports long cell contents. Some applications, like Microsoft Excel, may cause issues with cut off data.

  3. Expand the Vertex Logging section at the bottom of the page.

  4. Set Vertex Request Logging to Enable to capture full logs.

  5. Set Log Rotation to Enable. Additional configuration fields appear for setting the rotation.

  6. For Rotation Action, set to Delete or Export to File and Delete.

  7. For Log Entry Lifetime (days), set how long the log should exist before the rotation action occurs. For example, if set to 7, on the 7th day the action completes on the schedule.

  8. Set the Rotation Frequency to Daily, Weekly, or Monthly.

  9. For Rotation Time, set the hours, minutes, and seconds in the day to complete the rotation action.

    Vertex Logging

Complete the Magento configuration

  1. Expand (  ) the Calculation Settings section. Then, do the following:

    • Clear the Use system value checkbox.

    • Set Tax Calculation Method Based On to Vertex.

      Calculation Settings

  2. When complete, click Save Config.

  3. To refresh the cache, do the following:

    • On the Admin menu, choose System.

    • Then under Tools, choose Cache Management.

    • Mark the checkbox of each invalid cache.

    • Set Actions to “Refresh.” Then, click Submit.