OneSource

What is OneSource?

OneSource is a tax software that integrates seamlessly with host systems to provide quotation and invoice tax detail information for customer order transactions.

What does this integration include?

Manhattan Active Omni allows for base-supported tax integration with Vertex Tax Management. This integration enables communication with OneSource by altering the base functionality in the following ways:

  • Quotation tax calculation
  • Invoice tax calculation
  • Return invoice tax calculations.

Quotation Tax Calculation

When an order is created or edited in Manhattan Active Omni’s Call Center module, a quotation tax call is generated for the order so the appropriate authorized amount of a payment tender can be secured. This quotation tax call is translated to the OneSource required format with the expected data for OneSource to provide the quotation tax calculation. The OneSource response is translated back to the Manhattan Active Omni format where the jurisdiction-level tax details are saved against the order and order line(s).

Invoice Tax Calculation

When an order is shipped in Manhattan Active Omni, an invoice tax call is generated for the order in, so the appropriate amount of the provided payment tender can be settled against. This invoice tax call is translated to the OneSource required format with the expected data for OneSource to provide the invoice tax calculation. The OneSource response is translated back to the Manhattan Active Omni format where the jurisdiction-level tax details are saved against the order and order line(s).

Return Invoice Tax Calculation

When an order is refunded in Manhattan Active Omni, an invoice tax call is generated for the order in so the appropriate amount of the provided payment tender can be settled against. This invoice tax call is translated to the OneSource required format with the expected data for OneSource to provide the invoice tax calculation. The OneSource response is translated back to the Manhattan Active Omni format where the jurisdiction-level tax details are saved against the order and order line(s).

Last modified April 25, 2024: Update deploy.yml (aa43072)