This page (revision-37) was last changed on 26-Nov-2021 10:22 by rforbes

This page was created on 26-Nov-2021 10:22 by jmyers

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Page References

Incoming links Outgoing links
US Load GNIS Locations
US Load GNIS Locations

Version management

Difference between version and

At line 5 changed one line
This page describes the process to load the US Geographic Names Information System (GNIS) locations from the Symmetry Tax server which calls the Symmetry Tax Engine (STE).
This page describes the process to load the US Geographic Names Information System (GNIS) Locations from the Symmetry Tax Server which calls the Symmetry Tax Engine (STE).
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|Country|This mandatory field allows you to enter the Country code used to filter the list of states.
|Country|This mandatory field allows you to enter the Country Code used to filter the list of states.
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|Vertex Conversion|Obsolete - set to No
|Directory Name|If the Create File field is set to <<Y>>, you must enter a valid Directory Name for the .csv file.
|File Name|If the Create File field is set to <<Y>>, you must enter a file name for the .csv file.
|Exception Level|Optional, [Exception Level|X_TRACE_LEVEL] lexicon available\\This field defines the exception level (report messages) required.\\You should run with Exception Level except for tracing\\In 'Utility Trace', the report may be quite large.
|Vertex Conversion|Optional, [Yes or No|X_YES_NO] lexicon available\\This toggle is used to convert IDTX entries from Vertex Format to Symmetry Format\\The old Vertex IDTX GEO entries that are not being used will be removed\\The old Vertex IDTX GEO entries that are being used will be converted to Symmetry GNIS format
|Directory Name|if Create File = 'Y', user must enter a valid Directory Name for the .csv file
|File Name|if Create File = 'Y', user must enter a File Name for the .csv file
|Exception Level|Optional, [Exception Level|X_TRACE_LEVEL] lexicon available\\This field defines the exception level (report messages) required.\\You should run with Exception Level except for Tracing\\In 'Utility Trace', the report may be quite large
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!UDGNIS - Processing
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*GNIS code is the Symmetry version of the Vertex GEO code.
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*UDGNIS is a high volume process and may take from one minute to ten minutes to process each state, loading in all Counties, Cities, Schools, Municipalities, ZIP codes and Jurisdictions. Please do not cancel the report while it is running. To see the progress of the run, you may check the size of the Output .csv file from the Output directory.
*UDGNIS is a high volume process and may take from one minute to ten minutes to process each State, loading in all Counties, Cities, Schools, Municipalities, ZIP codes and Jurisdictions. Please do not cancel the report while it is running. To see the progress of the run, you may check the size of the Output .csv file from the Output directory.
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*The file name will be suffixed with the State code; you may attach the mex id of the run to the file name.\\e.g. File Name: cathy_gnis_mex 'mex' will be replaced with the execution ID, then suffix with the State code.
*The file name will be suffixed with the State code; you may attach the mex id of the run to the file name.\\e.g. File Name: cathy_gnis_mex 'mex' will be replaced with the execution ID, then suffix with the State code
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*If you have converted from Vertex Taxation to Symmetry Taxation for the Payroll Module, you MUST run UDGNIS with the 'Vertex Conversion' toggle set to <<Yes>> for the first time. Please read [Vertex Conversion|US Load GNIS Locations#section-US+Load+GNIS+Locations-VertexConversion] below.
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*#*UDGNIS should be scheduled as part of the Legislation cycle at the beginning of the year
*#*UDGNIS should be scheduled as part of the Legislation Cycle at the beginning of the year
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*If you have not converted from Vertex, UDGNIS will load in all necessary Geographic Names Information into the system.
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* UDGNIS will not create Tax Jurisdictions with School Districts or Municipalities, therefore the user will have to manually associate the School District and Municipalities to the appropriate Tax Jurisdictions.
*In order for School District Tax and Municipality Tax to be calculated these must be associated to a Tax Jurisdiction in IDTX. If you have employees residing in Ohio or Pennsylvania please review their Tax Jurisdictions in IDTX and associate the appropriate School and Municipality.
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*For Vertex conversion, Alternate County Code will be updated with the Vertex County Code for reference
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*IDTX screen is used to store the combination of State, County, City, School, Municipality for taxation
*IDTX screen is used to store the combination of State, County, City, School, Municipality for Taxation
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*If the UDGNIS was run with the Create Jurisdictions toggle set to <<Yes>>, the system will load cities into IDTX, creating tax jurisdictions for all cities within the states selected in the UDGNIS. You then have to manually enter Municipality and School District for Pennsylvania and Ohio.
*If the UDGNIS was run with the Create Jurisdictions toggle set to <<Yes>>, the system will load cities into IDTX, creating Tax Jurisdictions for all cities within the states selected in the UDGNIS. You then have to manually enter Municipality and School District for Pennsylvania and Ohio.
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!!Vertex Conversion
!Vertex Conversion Processing
*If you are converting from Vertex Taxation to Symmetry Taxation in the Payroll Module, your MUST run UDGNIS with Vertex Conversion toggle set to <<Yes>> for the first time.
*After UDGNIS is run with Vertex Conversion toggle set to <<Yes>>, all related Vertex Geographic database tables are converted. After the conversion, you MUST review the UDGNIS exception report and manually fix any IDTX entries that cannot be converted.
*IDCN County Code format is changed from Vertex format 'XX-XXX-0000' to Symmetry format 'XX-XXX', the Alternate County Code will store the previous Vertex County Code for reference.
*Vertex does not use IDCI City code therefore, no conversion is needed for City codes.
*Vertex does not use IDMN Municipality code therefore, no conversion is needed for Municipality codes.
*IDSD School Districts code are checked and if the Vertex School District has not been used in the system, that Vertex School District code will be removed.
*The Vertex School District Name is used to look for a close match from Symmetry and update the existing School District entry with the Symmetry School District Code and Name, along with the applicable County Code of the School District.
*For a Vertex IDTX Tax Jurisdiction entry that has not been used in the system, if the Remove Jurisdiction toggle was set to <<Yes>>, this IDTX entry will be removed. If the toggle was set to <<No>>, the tax jurisdiction will remain.
*For a Vertex IDTX Tax Jurisdiction entry that has been used in the system, this IDTX entry will try to be converted to Symmetry format.
*The IDTX Jurisdiction name is used to look for a close match from Symmetry
*IDTX Vertex GEO Code format is changed from 'XX-XXX-XXXX' to Symmetry Format 'A-BBB-CCCCCCC', the old Vertex GEO Code will be stored in the Vtx GEO Code for reference
*If Symmetry has an exact match of the Jurisdiction Name, then this IDTX entry will be updated with the new GNIS Code in the format of 'AA-BBB-CCCCCCC', along with the County dcn_id and City dci_id
*If Symmetry has no exact match for the Jurisdiction Name, then an exception message will be displayed and a suggested County and City Name may be displayed. You MUST manually convert this IDTX entry after UDGNIS is run.
*After Vertex GEO entries are cleaned up from IDTX, you MUST review the UDGNIS exception report and manually fix the IDTX entries that cannot be converted.
*Symmetry may not be able to convert a Vertex Jurisdiction if the name is not a valid town name as considered by the US Postal Service. Symmetry uses Zip Codes within their GNIS filter mechanism to determine the appropriate County, City, Feature id combination, if the town name is not valid then it will not be able to generate the correct combination.
!Manual Conversion - IDTX
There may be cases where the UDGNIS could not convert a tax jurisdiction. This could be a result of a spelling error or the jurisdiction is not classified as a real city by the US Postal Service and therefore the UDGNIS could not find the correct GNIS code to use.
To manually change a Vertex GEO Code to the Symmetry GNIS format follow the steps below:
#In IDTX, copy the Vertex GEO Code into the Vtx Geo Code field. This is needed so that when UPCALC is run using Vertex, UPCALC knows to use the Vertex GEO Code rather than the GNIS code.
#Using the fields on the right hand side, select the correct County and City. This will create the appropriate GNIS Geo Code. The name defined in the Jurisdiction field will be replaced with the City name.
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*At the County level, all Counties are retrieved and the County codes and names are displayed but not sorted.
*After all Counties are read, the County code is built in as format XX-XXX, which will then be sorted and updated to IDCN
*At the County level, all Counties are retrieved and the County Codes and Names are displayed but not sorted.
*After all Counties are read, the County Code is built in Format XX-XXX, which will then be sorted and updated to IDCN
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!UDGNIS - Vertex Conversion Sample File
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*During Vertex Conversion, if the IDTX Vertex GEO Code entries cannot find an exact match from Symmetry, a WARNING message will be displayed
*You MUST manually go into IDTX screen to modify the Vertex GEO Code with Description to the Symmetry Format
*e.g The following is an example of UDGNIS Message Displays after Vertex Conversion:
*You should review the UDGNIS Messages and the Output File for the Vertex IDTX GEO Codes displayed.
*If there is an exact match with the Jurisdiction Description, IDTX will be converted.
*If there is no match, a partial search will be performed to help you to manually enter on IDTX screen.
*If there is no partial match, you must manually convert the Vertex GEO Code on IDTX screen.
*UDGNIS will remove the unused old Vertex IDTX entries, after UDGNIS is run, you MUST manually convert the left over IDTX Vertex entries because these entries are being used in the system by Payroll.
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This page (revision-37) was last changed on 26-Nov-2021 10:22 by rforbesTop