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LOAD GEO CODES#

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Processing Information#

This function provides the ability to load Geo Codes and Zip Ranges that will facilitate the defaulting of the Jurisdiction by Zip Code. The process developed is based on the Geographic Coding System provided by Vertex.

1. Loading the MATCHMST file#

Before to execute this function you need to have loaded the P2K_CM_LOADED_GEOCODES table from the Vertex MATCHMST file. Currently this data is loaded using the SQL Loader tool provided with the data base. A control file has been provided for this functionality in the RUNTIME directory: GEOCODER.CTL. To execute SQL Loader and populate this interim table with the data from Vertex, you would type in a command like:

sqlldr p2k/pass@database control=GEOCODER

You must ensure, of course, that the GEOCODER.CTL file is referencing the correct directory path and file name for the MATCHMST file. This will then load the over 70,000 GEO Code records into the table.

2. Loading into the Data base Structures#

Executing the UDTX function as noted below will take the vertex supplied data and populate (either inserting or updating) P2K_CM_STATE_PROVINCES, P2K_CM_TAX_JURISDICTIONS, P2K_CM_COUNTIES and P2K_CM_ZIP_RANGES tables. Note that any of GEO Code records that should be deleted will not be handled by this process. You should refer to your Vertex subscription documentation to delete these records (as applicable) manually through the IDTX screen.

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Report Parameters & Filters#

Report Parameters
Country	Set to USA.
State	You may select from a specific state or if left blank, will load for all states that are in the interim file.
Exception Level	leave at 0-Exceptions Only. There is no tracing with this function.
User Comment	Any comment line that you wish to appear on the report.

This report will identify the number of records that it processed of each type (as noted above). The processing will allow for the creation of new records or the updating of the name of the jurisdiction/county/zip code area if it has changed.

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Notes #

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