Customize O Series
October 29, 2019

Customize O Series

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Vertex Indirect Tax O Series

Overall Satisfaction with Vertex

We are currently using Vertex O Series 7.0 for sales tax calculation on our sales to customers. Vertex is connected to our ERP and is used by the entire organization in order to correctly calculate tax on our sales. However, only the sales tax department can access the UI in order to make changes. The application helps us address the issue of calculation of the correct sales tax rates that can vary depending on the issue at hand. We found that the application is flexible and allows us to customize certain transactions with specific customers.
  • Calculate sales tax for destination-based/origin-based states.
  • Address Cleanse - allows you to hone in on the specific Tax Jurisdiction for "weird" addresses.
  • Customize tax rules - allows you to make specific rules for either equipment that have different tax rates or customers that might have different tax rate exemptions.
  • BCI: allows you to test transactions for the customer or certain rules/tables that you have created. The BCI allows you to test hundreds of transactions at 1 time.
  • Delete Corrupt Records in Tables: At times if you "backdate" certain records in the table, it could lead to an error. You are not able to delete this record but instead have to delete the entire table and start fresh
  • Customer login rules: It would be nice to make passwords for users expire at certain time intervals and make specific password rule requirements (number of characters, special characters)
  • Tax ID Lookups: Being able to pull multiple Tax ids for a list of locations. Currently, you can only pull the tax id for a specific location. It would be nice to pull the information in batches
  • Vertex O Series has allowed us to trust the jurisdictions being used on transactions for reporting purposes. This has lead to positive audits where tax is being collected and remitted to the correct tax jurisdiction.
  • Allows us to handle customer request at a faster pace, this leads to fewer issues with billing.
  • Allows us to quickly handle customer changes in exemptions/taxability, less issues with billing.
  • Price
  • Product Features
  • Product Usability
  • Product Reputation
  • Vendor Reputation
  • Analyst Reports
Product Usability and Reputation - There has to be a level of confidence that the product is trusted and is a leader in its sector. Additionally, users should be able to easily perform their duties and have confidence that no issues will arise. Reports should be easily attainable and be able to be reconciled. Historical data should be easily readable for auditing purposes.
  • Specific customer rules.
  • Access to view the data with tax data reports or SIC logs that allow you to troubleshoot issues.
  • Retain customer contact information and certificates which allow us to review customers that need new certificates.
The configurability is just right for this product. If you don't need to customize and can use it straight from the box, then that is available. However, if you need to configure and customize any part of this product, then you are able to do so as well. This allows you to configure this at your discretion and at your need.
During our transition to the late support pack for O Series 7.0, we received great support from the consultant that was attentive to our needs and questions. I will say that the SOW did take some time to receive, but once this was completed the consultant made us a priority during this specific update.
  • SAP
  • Accelerator
  • ECM
  • Address Cleanse
Vertex O Series has been able to address any issue or complication that we have run into. The only function we would like would be a lat/long query, but this is an added feature in 9.0.

We have been successful in creating specific rules for our customers that are partially exempt or for items that have a special tax rule.

Vertex Feature Ratings

Sales and Use Taxes
Cross-border Taxes
VAT / GST Taxes
Energy and Fuel Taxes
Geolocation for Tax Assessment
3rd-Party Software Integrations
Tax Data Reporting
Compliance Administration Management
Tax Exemption Processing
Tax Document Management
Complex Tax Scenario Management