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!!Vertex Conversion
!Vertex Conversion Processing
*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.
*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.