How Vertex tax integration for Infor connects to Infor LN
Vertex-documented Infor integration
Vertex lists Infor among its partners and publishes integrations for several Infor ERPs. For LN, the tax engine is called as transactions are priced and invoiced, returning tax by jurisdiction. Which Vertex product, connector and LN version combination you need is not specified on the partner page, so ask Vertex for your exact stack.
Tax engine plus returns data
Calculation happens at the transaction. The same tax detail is then used for returns and audit support, so the integration should store jurisdiction-level detail, not only a total tax amount.
What data moves
| From | To | Data | When |
|---|---|---|---|
| Infor LN | Vertex | Ship-from, ship-to, item tax category, customer exemption, amounts | Sales order pricing or invoicing |
| Vertex | Infor LN | Tax by jurisdiction and rate | Response to the calculation request |
| Infor LN | Vertex | Posted invoices and credit memos | Invoice posting for reporting and returns |
| Infor LN | Vertex | Customer exemption certificate status | Customer or certificate update |
| Vertex | Tax team | Returns data and audit detail | Filing period |
Setting it up
- 1Confirm the product and LN versionAsk Vertex which product and connector apply to your LN release and whether a patch level is required.
- 2Define taxability by itemMap LN item groups or tax codes to Vertex product classes so goods and services are taxed correctly.
- 3Clean customer and address dataTax depends on accurate ship-to addresses. Fix incomplete or inconsistent addresses first.
- 4Load exemption certificatesDecide where certificates live and how an exempt customer is flagged in LN for the engine.
- 5Configure the connectionSet up credentials, network access and timeouts, and decide what happens if the engine is unreachable.
- 6Reconcile in testCompare tax on a sample of historical invoices to what the engine returns and explain differences.
- 7Align with the tax teamAgree on the GL accounts for tax and the process for returns before go-live.
What usually breaks
- !Wrong item taxability mapping silently under or over collects tax across every invoice.
- !Ship-to addresses missing zip codes or with wrong states return the wrong jurisdictions.
- !Customers with exemption certificates that are not updated in the system get taxed in error or exempted without support.
- !If the engine is unreachable, a fallback to zero tax can pass unnoticed; decide to block or flag instead.
- !Credit memos and partial returns need the same jurisdiction detail as the original sale.
- !Multi-country VAT needs separate configuration and registration data, not just the US sales tax settings.
A private AI layer across both systems
Tax exception review
A private assistant can scan posted invoices for zero tax on taxable ship-to states or unusual rates and list them for the tax team.
Exemption support checks
It can match exempt customers against stored certificates and flag expired or missing ones, for a person to follow up.
Return preparation questions
Accountants can ask how much tax was collected in a jurisdiction for a period and see which invoices contribute, from LN data on your own servers.
Mapping gap drafts
It can list items with no tax class and draft a mapping proposal for review, never writing it automatically.
Try it here, free
South Africa VAT Tax Invoice Template
A tax invoice layout with the fields SARS expects on a VAT invoice, with automatic VAT wording and signature lines.
When something else fits better
- Avalara is the other common engine for Infor ERPs; compare coverage and your tax team's preference.
- Native LN tax code configuration can be enough if you sell in a few states with simple rules.
- An outsourced tax service may handle both calculation and filing if you lack in-house tax staff.
Frequently asked questions
Which Vertex product do I need for LN?
Vertex's Infor page lists Infor integrations without naming a product per ERP, and O Series is its indirect tax engine. Ask Vertex for the connector and version supported for your LN release before budgeting.
Does this cover VAT as well as US sales tax?
Vertex describes calculating sales and use tax and VAT. International VAT needs its own registrations and configuration, so scope each country with your tax advisors instead of assuming US setup carries over.
Can LN stay on-prem?
LN is commonly on-prem, and the tax engine is called over a connection. Whether Vertex is hosted or installed locally affects your network design, so confirm the deployment options.
What would a private AI layer do?
It reads invoices, customers and tax results from LN and the tax engine to find exceptions and answer questions. It does not file or change tax, is read-only by default, and proposes corrections for humans to approve.
Pairing documented at www.vertexinc.com/partners/infor/integrations . Vertex tax integration for Infor is a product of Vertex; Netray is independent and not affiliated with either vendor.