Initial Setup and Testing Connectivity

Note: The Vertex plugin package is delivered and installed automatically with the CloudBlue Commerce distribution.

To set up connection to the Vertex service:

1. Log in to Billing PCP. Go to System > Settings > Finance > Taxation. In the Advanced Settings section, click Vertex.

2. In the General tab, in the Connection Settings section, provide your registration data obtained from Vertex:

   • Url : URL to the Vertex service.
   • Protocol version:
     • 9.0 – Vertex O Series
   • Trusted ID: An application token (also called an "access token"), provided by Vertex.

   Note: You can switch between Vertex tax calculation engines by changing Url to the Vertex endpoint and Trusted ID.

3. To verify that the connection with Vertex is established, click test connection.