US Load GNIS Locations
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US LOAD GNIS LOCATIONS#

Overview#

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).

UDGNIS – Load GNIS Codes#

UDGNIS – Selection Criteria#

US_Load_UDGNIS Locations_01.JPG(info) IMPORTANT: UDGNIS is a high volume process to load all Counties, Cities, School, Municipalities, ZIP codes into IDCN, IDCI, IDSD, IDMN, IDZR for each state from Symmetry database. Each state may take from 1 to 10 minutes. To load all states, the process may take 2 to 3 hours, therefore, you may schedule UDGNIS to be run at night if necessary.

CountryThis mandatory field allows you to enter the Country Code used to filter the list of states.
StateYou may use this field to enter list of states to be processed to load GNIS codes.

When setting up a new data base environment, if there is no State for lookup, UDGNIS will automatically load in all IDSP states when UDGNIS is run in non-Trial mode.

If the list of states are not entered, then all states will be processed.
Load Symmetry GNISOptional, Yes or No lexicon available
This is an optional field, with a default of <<No>>.
If <<Yes>>, UDGNIS will load from the Symmetry database for the specified states.

If you have already loaded from the Symmetry database, then you can re-run UDGNIS to load in IDTX Tax Jurisdictions from IDCN, IDCI without re-loading from Symmetry database, therefore you can enter <<No>> to this prompt.
Remove JurisdictionsOptional, Yes or No lexicon available
If Yes, UDGNIS will remove all tax jurisdictions for the specified states from IDTX that have not been used in the system.
Create JurisdictionsOptional, Yes or No lexicon available
If <<Yes>>,UDGNIS will generate tax jurisdictions for the specified states on IDTX according to IDCI cities.

You have two options to create IDTX Tax Jurisdictions:
1) manually enter on IDTX
2) enter <<Yes>> to this prompt to load in all Tax Jurisdictions for IDCI Cities
TrialOptional, Yes or No lexicon available
You may choose to run the report in a trial mode to see results <Yes> or in update mode <No>.
In Non-Trial mode, IDSP, IDCN, IDCI, IDSD, IDMN, IDZR, IDTX are updated.
Create FileOptional, Yes or No lexicon available
This field is used to generate a .csv file with the applicable geographic information.
Print DetailOptional, Yes or No lexicon available
This field is used to show detail dump of the geographic information
If <<Yes>>, the report size may be quite large, therefore, you should select <<No>>, unless for Tracing.
Vertex ConversionOptional, Yes or 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 Nameif Create File = ‘Y’, user must enter a valid Directory Name for the .csv file
File Nameif Create File = ‘Y’, user must enter a File Name for the .csv file
Exception LevelOptional, Exception 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
User Comments Optional, Text
This field holds the user-supplied comment which will appear in the header of all pages of the report. This is useful during testing phases to identify similar reports from each other.

UDGNIS Processing#

UDGNIS – Processing#

US_Load_UDGNIS Locations_02.JPG(info)

UDGNIS – List of Data Base Tables to be updated#

If UDGNIS is run in Non-Trial mode, the following list of screens and database tables will be updated:

IDCO
IDSP
IDCN
IDCI
IDSD
IDMN
IDZR
IDTX

Vertex Conversion#

Vertex Conversion Processing#

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:

  1. 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.
  2. 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.

UDGNIS Output File#

UDGNIS – Sample .csv File#

STATE LEVEL
US_Load_UDGNIS Locations_03.JPG(info)

COUNTY LEVEL

- at County Level, all Counties are retrieved, the County Codes and Names are displayed, not sorted - after all Counties are read, the County Code is built in Format XX-XXX, then will be sorted and updated to IDCN

CITY LEVEL

- UDGNIS will loop through each County to retrieve all Cities by County, then sorted and updated to IDCI

SCHOOL LEVEL

- UDGNIS will loop through each County to retrieve all Schools by County, then sorted and updated to IDSD

MUNICIPALITY LEVEL

- UDGNIS will loop through each County to retrieve all Municipalities by County, then sorted and updated to IDSD

ZIP LEVEL

- UDGNIS will loop through each County to retrieve all ZIPs by County and City, then sorted and updated to IDZR

UDGNIS – Vertex Conversion Sample File#

- During Vertex Conversion, if the IDTX Vertex GEO Code entries cannot find an exact match from Symmetry, a WARNING Message will be displayed - user 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:

- user 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 the user to manually enter on IDTX screen - if there is no partial match, the user must manually convert the Vertex GEO Code on IDTX screen - UDGNIS will remove the unused old Vertex IDTX entries, after UDGNIS is run, user MUST manually convert the left over IDTX Vertex entries because these entries are being used in the system by Payroll


Notes #

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