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

Only authorized users are allowed to rename pages.

Only authorized users are allowed to delete pages.

Page revision history

Version Date Modified Size Author Changes ... Change note
37 26-Nov-2021 10:22 10 KB rforbes to previous
36 26-Nov-2021 10:22 10 KB rforbes to previous | to last
35 26-Nov-2021 10:22 11 KB rforbes to previous | to last
34 26-Nov-2021 10:22 11 KB rforbes to previous | to last
33 26-Nov-2021 10:22 12 KB rforbes to previous | to last
32 26-Nov-2021 10:22 16 KB jescott to previous | to last
31 26-Nov-2021 10:22 15 KB jmyers to previous | to last
30 26-Nov-2021 10:22 15 KB jmyers to previous | to last
29 26-Nov-2021 10:22 15 KB jmyers to previous | to last
28 26-Nov-2021 10:22 15 KB jmyers to previous | to last
27 26-Nov-2021 10:22 15 KB jmyers to previous | to last
26 26-Nov-2021 10:22 15 KB jmyers to previous | to last
25 26-Nov-2021 10:22 15 KB jmyers to previous | to last
24 26-Nov-2021 10:22 15 KB jmyers to previous | to last
23 26-Nov-2021 10:22 15 KB jmyers to previous | to last
22 26-Nov-2021 10:22 15 KB jmyers to previous | to last
21 26-Nov-2021 10:22 15 KB jmyers to previous | to last

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).
At line 21 changed 4 lines
|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
|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 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.
At line 33 changed one line
*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.
At line 35 changed one line
*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.
At line 41 changed one line
*#*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
At line 105 changed one line
*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
At line 107 changed one line
*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.
At line 113 changed one line
*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.
*If you are converting from Vertex Taxation to Symmetry Taxation in the Payroll Module, you MUST run UDGNIS with Vertex Conversion toggle set to <<Yes>> for the first time.
At line 131 changed one line
*The IDTX Jurisdiction name is used to look for a close match from Symmetry
*The IDTX Jurisdiction name is used to look for a close match from Symmetry.
At line 133 changed one line
*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
*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.
At line 135 changed one line
*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 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.
At line 147 changed 3 lines
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.
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.
At line 163 changed 2 lines
*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
*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
This page (revision-37) was last changed on 26-Nov-2021 10:22 by rforbesTop