Sage 100

I just had a customer in the exact situation. I kept checking in with the group. The customer was reaching out to Vertex ( they report back that they were unable to obtain any update on the status of a link). This customer moved to Avalara and yes it's a more expensive solution and many more things that are frankly embarrassing. And, Larry, the best thing I can recommend is be candid with the customer face to face on what our expectations are if they go to Avalara. I also recommend negotiating a maximum first year  renewal increase.

Our client finally was able to talk with someone with knowledge at Vertex and Sage 100. It seems that Vertex is outsourcing the integration code and that company will be writing and maintaining the Sage 100 integrations starting with V2023 and higher. It is beta testing now and "Vertex' is expecting to be released by the end of year.

I just had a customer in the exact situation. I kept checking in with the group. The customer was reaching out to Vertex ( they report back that they were unable to obtain any update on the status of a link). This customer moved to Avalara and yes it's a more expensive solution and many more things that are frankly embarrassing. And, Larry, the best thing I can recommend is be candid with the customer face to face on what our expectations are if they go to Avalara. I also recommend negotiating a maximum first year  renewal increase.

I will add that when my customer on 2021 went to Avalara and upgraded to Sage 100 2024 we left Vertex in the v2021 version and installed only Avalara into v2024. The data would migrate ( it did not prompt to reinstall Vertex ). When I got to the v2024 conversion step i went into the System installed apps where it (says it will) uninstall apps and clicked on Vertex to be removed from within Sage. This seemed to work. 

I was not able to uninstall Vertex on the v2021 system since the customer was actively using it right up until go-live.

I'm hot on this trail now as Avalara seems to have market dominance and high prices.  I also have contacted Vertex to get the latest scoop on the status of DS Tax doing the connection piece.  I'm probably chasing all this for nothing (for me) since I have mostly OM clients and that would be forever or never for Scanco to get threaded into OM code.  

I will add that when my customer on 2021 went to Avalara and upgraded to Sage 100 2024 we left Vertex in the v2021 version and installed only Avalara into v2024. The data would migrate ( it did not prompt to reinstall Vertex ). When I got to the v2024 conversion step i went into the System installed apps where it (says it will) uninstall apps and clicked on Vertex to be removed from within Sage. This seemed to work. 

I was not able to uninstall Vertex on the v2021 system since the customer was actively using it right up until go-live.

@Dana Halpin was at one time pursuing Vertex / DS Tax for a client and may have additional information to share on the status of any integration.

I'm hot on this trail now as Avalara seems to have market dominance and high prices.  I also have contacted Vertex to get the latest scoop on the status of DS Tax doing the connection piece.  I'm probably chasing all this for nothing (for me) since I have mostly OM clients and that would be forever or never for Scanco to get threaded into OM code.  

I will add that when my customer on 2021 went to Avalara and upgraded to Sage 100 2024 we left Vertex in the v2021 version and installed only Avalara into v2024. The data would migrate ( it did not prompt to reinstall Vertex ). When I got to the v2024 conversion step i went into the System installed apps where it (says it will) uninstall apps and clicked on Vertex to be removed from within Sage. This seemed to work. 

I was not able to uninstall Vertex on the v2021 system since the customer was actively using it right up until go-live.

I will add that when my customer on 2021 went to Avalara and upgraded to Sage 100 2024 we left Vertex in the v2021 version and installed only Avalara into v2024. The data would migrate ( it did not prompt to reinstall Vertex ). When I got to the v2024 conversion step i went into the System installed apps where it (says it will) uninstall apps and clicked on Vertex to be removed from within Sage. This seemed to work. 

I was not able to uninstall Vertex on the v2021 system since the customer was actively using it right up until go-live.

OK.  We have some news on this DS Tax solution.  Out of the blue my client gets a response (that seemed like a "what's your problem" and "didn't you know") we have that integration done and setup.  DSTax met with us.  They answered questions when asked.  Such as...  "Does anyone else have this live?"... "No"  We are currently testing in version 2024 after being told they have it ready in 2023.  They have someone who knows something about Sage but I can't figure out who it is.  The solution is using Custom Office scripts.  The tax amount is not update until you accept the record.  You have to "wait a moment" for it to update.  I am a bit concerned with 4 locations and about 10 plus people posting orders all day.

I will add that when my customer on 2021 went to Avalara and upgraded to Sage 100 2024 we left Vertex in the v2021 version and installed only Avalara into v2024. The data would migrate ( it did not prompt to reinstall Vertex ). When I got to the v2024 conversion step i went into the System installed apps where it (says it will) uninstall apps and clicked on Vertex to be removed from within Sage. This seemed to work. 

I was not able to uninstall Vertex on the v2021 system since the customer was actively using it right up until go-live.

Update from a client today regarding their conversation with Vertex.

"Vertex is testing a version now with a customer and working out bugs that will be compatible with Sage 2024. They should have all the kinks worked out by mid-May."

For what is worth.

OK.  We have some news on this DS Tax solution.  Out of the blue my client gets a response (that seemed like a "what's your problem" and "didn't you know") we have that integration done and setup.  DSTax met with us.  They answered questions when asked.  Such as...  "Does anyone else have this live?"... "No"  We are currently testing in version 2024 after being told they have it ready in 2023.  They have someone who knows something about Sage but I can't figure out who it is.  The solution is using Custom Office scripts.  The tax amount is not update until you accept the record.  You have to "wait a moment" for it to update.  I am a bit concerned with 4 locations and about 10 plus people posting orders all day.

I will add that when my customer on 2021 went to Avalara and upgraded to Sage 100 2024 we left Vertex in the v2021 version and installed only Avalara into v2024. The data would migrate ( it did not prompt to reinstall Vertex ). When I got to the v2024 conversion step i went into the System installed apps where it (says it will) uninstall apps and clicked on Vertex to be removed from within Sage. This seemed to work. 

I was not able to uninstall Vertex on the v2021 system since the customer was actively using it right up until go-live.

I am also in the process of inquiring on the feasibility of Vertex and Sage 100 with OM.  I am currently waiting on my Vertex contact to let me know if they have an answer from DSTax as to whether or not they have integration capability with OM involved (I'm sure they need to have discussion with Scanco and why I have not heard back yet).  I'll post an update when I have one.  

Update from a client today regarding their conversation with Vertex.

"Vertex is testing a version now with a customer and working out bugs that will be compatible with Sage 2024. They should have all the kinks worked out by mid-May."

For what is worth.

OK.  We have some news on this DS Tax solution.  Out of the blue my client gets a response (that seemed like a "what's your problem" and "didn't you know") we have that integration done and setup.  DSTax met with us.  They answered questions when asked.  Such as...  "Does anyone else have this live?"... "No"  We are currently testing in version 2024 after being told they have it ready in 2023.  They have someone who knows something about Sage but I can't figure out who it is.  The solution is using Custom Office scripts.  The tax amount is not update until you accept the record.  You have to "wait a moment" for it to update.  I am a bit concerned with 4 locations and about 10 plus people posting orders all day.

I will add that when my customer on 2021 went to Avalara and upgraded to Sage 100 2024 we left Vertex in the v2021 version and installed only Avalara into v2024. The data would migrate ( it did not prompt to reinstall Vertex ). When I got to the v2024 conversion step i went into the System installed apps where it (says it will) uninstall apps and clicked on Vertex to be removed from within Sage. This seemed to work. 

I was not able to uninstall Vertex on the v2021 system since the customer was actively using it right up until go-live.

I had a conference call with Vertex and DSTax sometime a couple of weeks ago, and subsequently followed up to David Gunnell at Scanco; David was open to talking with DSTax about integration capabilities when OM is involved.  I gave introductions to them, and as of yet I haven't heard anything back on the outcome - if they talked or anything else.  So ... no news - yet.

------------------------------
Jane Scanlan
Partner
Next Level Manufacturing Consulting Group
------------------------------


Original Message:
Sent: 04-28-2025 15:00
From: Jane Scanlan
Subject: Will DS Tax deliver a Vertex Integration for Sage100

I am also in the process of inquiring on the feasibility of Vertex and Sage 100 with OM.  I am currently waiting on my Vertex contact to let me know if they have an answer from DSTax as to whether or not they have integration capability with OM involved (I'm sure they need to have discussion with Scanco and why I have not heard back yet).  I'll post an update when I have one.  

------------------------------
Jane Scanlan
Partner
Next Level Manufacturing Consulting Group


Original Message:
Sent: 04-28-2025 13:54
From: Michael Davis
Subject: Will DS Tax deliver a Vertex Integration for Sage100

Update from a client today regarding their conversation with Vertex.

"Vertex is testing a version now with a customer and working out bugs that will be compatible with Sage 2024. They should have all the kinks worked out by mid-May."

For what is worth.

------------------------------
Michael Davis
Warren Averett Technology Group


Original Message:
Sent: 03-31-2025 15:51
From: Larry Bradford
Subject: Will DS Tax deliver a Vertex Integration for Sage100

OK.  We have some news on this DS Tax solution.  Out of the blue my client gets a response (that seemed like a "what's your problem" and "didn't you know") we have that integration done and setup.  DSTax met with us.  They answered questions when asked.  Such as...  "Does anyone else have this live?"... "No"  We are currently testing in version 2024 after being told they have it ready in 2023.  They have someone who knows something about Sage but I can't figure out who it is.  The solution is using Custom Office scripts.  The tax amount is not update until you accept the record.  You have to "wait a moment" for it to update.  I am a bit concerned with 4 locations and about 10 plus people posting orders all day.

------------------------------
Larry Bradford
Accounting Technology LLC Consultant and Owner
Accounting Technology, LLC


Original Message:
Sent: 02-18-2025 16:16
From: Wayne Schulz
Subject: Will DS Tax deliver a Vertex Integration for Sage100

I will add that when my customer on 2021 went to Avalara and upgraded to Sage 100 2024 we left Vertex in the v2021 version and installed only Avalara into v2024. The data would migrate ( it did not prompt to reinstall Vertex ). When I got to the v2024 conversion step i went into the System installed apps where it (says it will) uninstall apps and clicked on Vertex to be removed from within Sage. This seemed to work. 

I was not able to uninstall Vertex on the v2021 system since the customer was actively using it right up until go-live.

------------------------------
Wayne Schulz
wayne@s-consult.com
Schulz Consulting
(860) 516-8990
CT

@Michael Davis, how did your client make out with Vertex for v2024?

------------------------------
Brett Zimmerman
Net at Work
Greater Boston Area
------------------------------


Original Message:
Sent: 05-26-2025 13:06
From: Jane Scanlan
Subject: Will DS Tax deliver a Vertex Integration for Sage100

I had a conference call with Vertex and DSTax sometime a couple of weeks ago, and subsequently followed up to David Gunnell at Scanco; David was open to talking with DSTax about integration capabilities when OM is involved.  I gave introductions to them, and as of yet I haven't heard anything back on the outcome - if they talked or anything else.  So ... no news - yet.

------------------------------
Jane Scanlan
Partner
Next Level Manufacturing Consulting Group


Original Message:
Sent: 04-28-2025 15:00
From: Jane Scanlan
Subject: Will DS Tax deliver a Vertex Integration for Sage100

I am also in the process of inquiring on the feasibility of Vertex and Sage 100 with OM.  I am currently waiting on my Vertex contact to let me know if they have an answer from DSTax as to whether or not they have integration capability with OM involved (I'm sure they need to have discussion with Scanco and why I have not heard back yet).  I'll post an update when I have one.  

------------------------------
Jane Scanlan
Partner
Next Level Manufacturing Consulting Group


Original Message:
Sent: 04-28-2025 13:54
From: Michael Davis
Subject: Will DS Tax deliver a Vertex Integration for Sage100

Update from a client today regarding their conversation with Vertex.

"Vertex is testing a version now with a customer and working out bugs that will be compatible with Sage 2024. They should have all the kinks worked out by mid-May."

For what is worth.

------------------------------
Michael Davis
Warren Averett Technology Group


Original Message:
Sent: 03-31-2025 15:51
From: Larry Bradford
Subject: Will DS Tax deliver a Vertex Integration for Sage100

OK.  We have some news on this DS Tax solution.  Out of the blue my client gets a response (that seemed like a "what's your problem" and "didn't you know") we have that integration done and setup.  DSTax met with us.  They answered questions when asked.  Such as...  "Does anyone else have this live?"... "No"  We are currently testing in version 2024 after being told they have it ready in 2023.  They have someone who knows something about Sage but I can't figure out who it is.  The solution is using Custom Office scripts.  The tax amount is not update until you accept the record.  You have to "wait a moment" for it to update.  I am a bit concerned with 4 locations and about 10 plus people posting orders all day.

------------------------------
Larry Bradford
Accounting Technology LLC Consultant and Owner
Accounting Technology, LLC


Original Message:
Sent: 02-18-2025 16:16
From: Wayne Schulz
Subject: Will DS Tax deliver a Vertex Integration for Sage100

I will add that when my customer on 2021 went to Avalara and upgraded to Sage 100 2024 we left Vertex in the v2021 version and installed only Avalara into v2024. The data would migrate ( it did not prompt to reinstall Vertex ). When I got to the v2024 conversion step i went into the System installed apps where it (says it will) uninstall apps and clicked on Vertex to be removed from within Sage. This seemed to work. 

I was not able to uninstall Vertex on the v2021 system since the customer was actively using it right up until go-live.

------------------------------
Wayne Schulz
wayne@s-consult.com
Schulz Consulting
(860) 516-8990
CT

Perhaps End Point should acquire the package.....

@Michael Davis, how did your client make out with Vertex for v2024?

------------------------------
Brett Zimmerman
Net at Work
Greater Boston Area


Original Message:
Sent: 05-26-2025 13:06
From: Jane Scanlan
Subject: Will DS Tax deliver a Vertex Integration for Sage100

I had a conference call with Vertex and DSTax sometime a couple of weeks ago, and subsequently followed up to David Gunnell at Scanco; David was open to talking with DSTax about integration capabilities when OM is involved.  I gave introductions to them, and as of yet I haven't heard anything back on the outcome - if they talked or anything else.  So ... no news - yet.

------------------------------
Jane Scanlan
Partner
Next Level Manufacturing Consulting Group


Original Message:
Sent: 04-28-2025 15:00
From: Jane Scanlan
Subject: Will DS Tax deliver a Vertex Integration for Sage100

I am also in the process of inquiring on the feasibility of Vertex and Sage 100 with OM.  I am currently waiting on my Vertex contact to let me know if they have an answer from DSTax as to whether or not they have integration capability with OM involved (I'm sure they need to have discussion with Scanco and why I have not heard back yet).  I'll post an update when I have one.  

------------------------------
Jane Scanlan
Partner
Next Level Manufacturing Consulting Group


Original Message:
Sent: 04-28-2025 13:54
From: Michael Davis
Subject: Will DS Tax deliver a Vertex Integration for Sage100

Update from a client today regarding their conversation with Vertex.

"Vertex is testing a version now with a customer and working out bugs that will be compatible with Sage 2024. They should have all the kinks worked out by mid-May."

For what is worth.

------------------------------
Michael Davis
Warren Averett Technology Group


Original Message:
Sent: 03-31-2025 15:51
From: Larry Bradford
Subject: Will DS Tax deliver a Vertex Integration for Sage100

OK.  We have some news on this DS Tax solution.  Out of the blue my client gets a response (that seemed like a "what's your problem" and "didn't you know") we have that integration done and setup.  DSTax met with us.  They answered questions when asked.  Such as...  "Does anyone else have this live?"... "No"  We are currently testing in version 2024 after being told they have it ready in 2023.  They have someone who knows something about Sage but I can't figure out who it is.  The solution is using Custom Office scripts.  The tax amount is not update until you accept the record.  You have to "wait a moment" for it to update.  I am a bit concerned with 4 locations and about 10 plus people posting orders all day.

------------------------------
Larry Bradford
Accounting Technology LLC Consultant and Owner
Accounting Technology, LLC


Original Message:
Sent: 02-18-2025 16:16
From: Wayne Schulz
Subject: Will DS Tax deliver a Vertex Integration for Sage100

I will add that when my customer on 2021 went to Avalara and upgraded to Sage 100 2024 we left Vertex in the v2021 version and installed only Avalara into v2024. The data would migrate ( it did not prompt to reinstall Vertex ). When I got to the v2024 conversion step i went into the System installed apps where it (says it will) uninstall apps and clicked on Vertex to be removed from within Sage. This seemed to work. 

I was not able to uninstall Vertex on the v2021 system since the customer was actively using it right up until go-live.

------------------------------
Wayne Schulz
wayne@s-consult.com
Schulz Consulting
(860) 516-8990
CT

Our client was finally able to get the V2024 installed with DSTax (new connector of Vertex).

It does work, but as Larry B stated, you have to accept the order/invoice to see the tax amount. This is a major design flaw. I was able to speak to someone at Vertex about it and they have it on the list to correct, but not sure when. I do like the custom office script approach as it might speed up upgrades. However, having to accept and order and then re-open to see the sales tax amount is not going to work for any of our clients. Will keep you posted if I hear more. Thank you

Perhaps End Point should acquire the package.....

@Michael Davis, how did your client make out with Vertex for v2024?

------------------------------
Brett Zimmerman
Net at Work
Greater Boston Area


Original Message:
Sent: 05-26-2025 13:06
From: Jane Scanlan
Subject: Will DS Tax deliver a Vertex Integration for Sage100

I had a conference call with Vertex and DSTax sometime a couple of weeks ago, and subsequently followed up to David Gunnell at Scanco; David was open to talking with DSTax about integration capabilities when OM is involved.  I gave introductions to them, and as of yet I haven't heard anything back on the outcome - if they talked or anything else.  So ... no news - yet.

------------------------------
Jane Scanlan
Partner
Next Level Manufacturing Consulting Group


Original Message:
Sent: 04-28-2025 15:00
From: Jane Scanlan
Subject: Will DS Tax deliver a Vertex Integration for Sage100

I am also in the process of inquiring on the feasibility of Vertex and Sage 100 with OM.  I am currently waiting on my Vertex contact to let me know if they have an answer from DSTax as to whether or not they have integration capability with OM involved (I'm sure they need to have discussion with Scanco and why I have not heard back yet).  I'll post an update when I have one.  

------------------------------
Jane Scanlan
Partner
Next Level Manufacturing Consulting Group


Original Message:
Sent: 04-28-2025 13:54
From: Michael Davis
Subject: Will DS Tax deliver a Vertex Integration for Sage100

Update from a client today regarding their conversation with Vertex.

"Vertex is testing a version now with a customer and working out bugs that will be compatible with Sage 2024. They should have all the kinks worked out by mid-May."

For what is worth.

------------------------------
Michael Davis
Warren Averett Technology Group


Original Message:
Sent: 03-31-2025 15:51
From: Larry Bradford
Subject: Will DS Tax deliver a Vertex Integration for Sage100

OK.  We have some news on this DS Tax solution.  Out of the blue my client gets a response (that seemed like a "what's your problem" and "didn't you know") we have that integration done and setup.  DSTax met with us.  They answered questions when asked.  Such as...  "Does anyone else have this live?"... "No"  We are currently testing in version 2024 after being told they have it ready in 2023.  They have someone who knows something about Sage but I can't figure out who it is.  The solution is using Custom Office scripts.  The tax amount is not update until you accept the record.  You have to "wait a moment" for it to update.  I am a bit concerned with 4 locations and about 10 plus people posting orders all day.

------------------------------
Larry Bradford
Accounting Technology LLC Consultant and Owner
Accounting Technology, LLC


Original Message:
Sent: 02-18-2025 16:16
From: Wayne Schulz
Subject: Will DS Tax deliver a Vertex Integration for Sage100

I will add that when my customer on 2021 went to Avalara and upgraded to Sage 100 2024 we left Vertex in the v2021 version and installed only Avalara into v2024. The data would migrate ( it did not prompt to reinstall Vertex ). When I got to the v2024 conversion step i went into the System installed apps where it (says it will) uninstall apps and clicked on Vertex to be removed from within Sage. This seemed to work. 

I was not able to uninstall Vertex on the v2021 system since the customer was actively using it right up until go-live.

------------------------------
Wayne Schulz
wayne@s-consult.com
Schulz Consulting
(860) 516-8990
CT

@Michael Davis - I have a client interested in Vertex, but specifically for some report they have to pass up the chain to corporate that includes the county.  I am guessing Vertex would not have this information in Sage.  How is the sales tax schedule setup in the customer when using Vertex?

Our client was finally able to get the V2024 installed with DSTax (new connector of Vertex).

It does work, but as Larry B stated, you have to accept the order/invoice to see the tax amount. This is a major design flaw. I was able to speak to someone at Vertex about it and they have it on the list to correct, but not sure when. I do like the custom office script approach as it might speed up upgrades. However, having to accept and order and then re-open to see the sales tax amount is not going to work for any of our clients. Will keep you posted if I hear more. Thank you

Perhaps End Point should acquire the package.....

@Michael Davis, how did your client make out with Vertex for v2024?

------------------------------
Brett Zimmerman
Net at Work
Greater Boston Area


Original Message:
Sent: 05-26-2025 13:06
From: Jane Scanlan
Subject: Will DS Tax deliver a Vertex Integration for Sage100

I had a conference call with Vertex and DSTax sometime a couple of weeks ago, and subsequently followed up to David Gunnell at Scanco; David was open to talking with DSTax about integration capabilities when OM is involved.  I gave introductions to them, and as of yet I haven't heard anything back on the outcome - if they talked or anything else.  So ... no news - yet.

------------------------------
Jane Scanlan
Partner
Next Level Manufacturing Consulting Group


Original Message:
Sent: 04-28-2025 15:00
From: Jane Scanlan
Subject: Will DS Tax deliver a Vertex Integration for Sage100

I am also in the process of inquiring on the feasibility of Vertex and Sage 100 with OM.  I am currently waiting on my Vertex contact to let me know if they have an answer from DSTax as to whether or not they have integration capability with OM involved (I'm sure they need to have discussion with Scanco and why I have not heard back yet).  I'll post an update when I have one.  

------------------------------
Jane Scanlan
Partner
Next Level Manufacturing Consulting Group


Original Message:
Sent: 04-28-2025 13:54
From: Michael Davis
Subject: Will DS Tax deliver a Vertex Integration for Sage100

Update from a client today regarding their conversation with Vertex.

"Vertex is testing a version now with a customer and working out bugs that will be compatible with Sage 2024. They should have all the kinks worked out by mid-May."

For what is worth.

------------------------------
Michael Davis
Warren Averett Technology Group


Original Message:
Sent: 03-31-2025 15:51
From: Larry Bradford
Subject: Will DS Tax deliver a Vertex Integration for Sage100

OK.  We have some news on this DS Tax solution.  Out of the blue my client gets a response (that seemed like a "what's your problem" and "didn't you know") we have that integration done and setup.  DSTax met with us.  They answered questions when asked.  Such as...  "Does anyone else have this live?"... "No"  We are currently testing in version 2024 after being told they have it ready in 2023.  They have someone who knows something about Sage but I can't figure out who it is.  The solution is using Custom Office scripts.  The tax amount is not update until you accept the record.  You have to "wait a moment" for it to update.  I am a bit concerned with 4 locations and about 10 plus people posting orders all day.

------------------------------
Larry Bradford
Accounting Technology LLC Consultant and Owner
Accounting Technology, LLC


Original Message:
Sent: 02-18-2025 16:16
From: Wayne Schulz
Subject: Will DS Tax deliver a Vertex Integration for Sage100

I will add that when my customer on 2021 went to Avalara and upgraded to Sage 100 2024 we left Vertex in the v2021 version and installed only Avalara into v2024. The data would migrate ( it did not prompt to reinstall Vertex ). When I got to the v2024 conversion step i went into the System installed apps where it (says it will) uninstall apps and clicked on Vertex to be removed from within Sage. This seemed to work. 

I was not able to uninstall Vertex on the v2021 system since the customer was actively using it right up until go-live.

------------------------------
Wayne Schulz
wayne@s-consult.com
Schulz Consulting
(860) 516-8990
CT

Beth,

The Vertex Sage setup is very similar to the Avatax Sage setup. The tax schedule on the customer or ship to address code is Vertex or DSTAX (V2024) instead of Avatax. 

Maybe you can use the standard fields in Sage to build the country code report.

I am not sure how Vertex calculates sales tax that are not US as they do not have any. I do know that AvaTax struggles with that, so it is safe to assume Vertex does as well.

The difference in the two programs is sales tax is calculated when you accept the order/ invoice and not when you get to the totals tab.

Thank you

Michael

@Michael Davis - I have a client interested in Vertex, but specifically for some report they have to pass up the chain to corporate that includes the county.  I am guessing Vertex would not have this information in Sage.  How is the sales tax schedule setup in the customer when using Vertex?

Our client was finally able to get the V2024 installed with DSTax (new connector of Vertex).

It does work, but as Larry B stated, you have to accept the order/invoice to see the tax amount. This is a major design flaw. I was able to speak to someone at Vertex about it and they have it on the list to correct, but not sure when. I do like the custom office script approach as it might speed up upgrades. However, having to accept and order and then re-open to see the sales tax amount is not going to work for any of our clients. Will keep you posted if I hear more. Thank you

Perhaps End Point should acquire the package.....

@Michael Davis, how did your client make out with Vertex for v2024?

------------------------------
Brett Zimmerman
Net at Work
Greater Boston Area


Original Message:
Sent: 05-26-2025 13:06
From: Jane Scanlan
Subject: Will DS Tax deliver a Vertex Integration for Sage100

I had a conference call with Vertex and DSTax sometime a couple of weeks ago, and subsequently followed up to David Gunnell at Scanco; David was open to talking with DSTax about integration capabilities when OM is involved.  I gave introductions to them, and as of yet I haven't heard anything back on the outcome - if they talked or anything else.  So ... no news - yet.

------------------------------
Jane Scanlan
Partner
Next Level Manufacturing Consulting Group


Original Message:
Sent: 04-28-2025 15:00
From: Jane Scanlan
Subject: Will DS Tax deliver a Vertex Integration for Sage100

I am also in the process of inquiring on the feasibility of Vertex and Sage 100 with OM.  I am currently waiting on my Vertex contact to let me know if they have an answer from DSTax as to whether or not they have integration capability with OM involved (I'm sure they need to have discussion with Scanco and why I have not heard back yet).  I'll post an update when I have one.  

------------------------------
Jane Scanlan
Partner
Next Level Manufacturing Consulting Group


Original Message:
Sent: 04-28-2025 13:54
From: Michael Davis
Subject: Will DS Tax deliver a Vertex Integration for Sage100

Update from a client today regarding their conversation with Vertex.

"Vertex is testing a version now with a customer and working out bugs that will be compatible with Sage 2024. They should have all the kinks worked out by mid-May."

For what is worth.

------------------------------
Michael Davis
Warren Averett Technology Group


Original Message:
Sent: 03-31-2025 15:51
From: Larry Bradford
Subject: Will DS Tax deliver a Vertex Integration for Sage100

OK.  We have some news on this DS Tax solution.  Out of the blue my client gets a response (that seemed like a "what's your problem" and "didn't you know") we have that integration done and setup.  DSTax met with us.  They answered questions when asked.  Such as...  "Does anyone else have this live?"... "No"  We are currently testing in version 2024 after being told they have it ready in 2023.  They have someone who knows something about Sage but I can't figure out who it is.  The solution is using Custom Office scripts.  The tax amount is not update until you accept the record.  You have to "wait a moment" for it to update.  I am a bit concerned with 4 locations and about 10 plus people posting orders all day.

------------------------------
Larry Bradford
Accounting Technology LLC Consultant and Owner
Accounting Technology, LLC


Original Message:
Sent: 02-18-2025 16:16
From: Wayne Schulz
Subject: Will DS Tax deliver a Vertex Integration for Sage100

I will add that when my customer on 2021 went to Avalara and upgraded to Sage 100 2024 we left Vertex in the v2021 version and installed only Avalara into v2024. The data would migrate ( it did not prompt to reinstall Vertex ). When I got to the v2024 conversion step i went into the System installed apps where it (says it will) uninstall apps and clicked on Vertex to be removed from within Sage. This seemed to work. 

I was not able to uninstall Vertex on the v2021 system since the customer was actively using it right up until go-live.

------------------------------
Wayne Schulz
wayne@s-consult.com
Schulz Consulting
(860) 516-8990
CT

THANK YOU, @Michael Davis - that's what I was hoping you would say.  My client is large enough that I dread the thought of switching tax providers, even as poopy as Avalara can be.  If they don't gain the county tax as part of the move, I don't think there's a point.  And I did tell them we could add a UDF and get the info RIGHT NOW - we'll see what they say.

Beth,

The Vertex Sage setup is very similar to the Avatax Sage setup. The tax schedule on the customer or ship to address code is Vertex or DSTAX (V2024) instead of Avatax. 

Maybe you can use the standard fields in Sage to build the country code report.

I am not sure how Vertex calculates sales tax that are not US as they do not have any. I do know that AvaTax struggles with that, so it is safe to assume Vertex does as well.

The difference in the two programs is sales tax is calculated when you accept the order/ invoice and not when you get to the totals tab.

Thank you

Michael

@Michael Davis - I have a client interested in Vertex, but specifically for some report they have to pass up the chain to corporate that includes the county.  I am guessing Vertex would not have this information in Sage.  How is the sales tax schedule setup in the customer when using Vertex?

Our client was finally able to get the V2024 installed with DSTax (new connector of Vertex).

It does work, but as Larry B stated, you have to accept the order/invoice to see the tax amount. This is a major design flaw. I was able to speak to someone at Vertex about it and they have it on the list to correct, but not sure when. I do like the custom office script approach as it might speed up upgrades. However, having to accept and order and then re-open to see the sales tax amount is not going to work for any of our clients. Will keep you posted if I hear more. Thank you

Perhaps End Point should acquire the package.....

@Michael Davis, how did your client make out with Vertex for v2024?

------------------------------
Brett Zimmerman
Net at Work
Greater Boston Area


Original Message:
Sent: 05-26-2025 13:06
From: Jane Scanlan
Subject: Will DS Tax deliver a Vertex Integration for Sage100

I had a conference call with Vertex and DSTax sometime a couple of weeks ago, and subsequently followed up to David Gunnell at Scanco; David was open to talking with DSTax about integration capabilities when OM is involved.  I gave introductions to them, and as of yet I haven't heard anything back on the outcome - if they talked or anything else.  So ... no news - yet.

------------------------------
Jane Scanlan
Partner
Next Level Manufacturing Consulting Group


Original Message:
Sent: 04-28-2025 15:00
From: Jane Scanlan
Subject: Will DS Tax deliver a Vertex Integration for Sage100

I am also in the process of inquiring on the feasibility of Vertex and Sage 100 with OM.  I am currently waiting on my Vertex contact to let me know if they have an answer from DSTax as to whether or not they have integration capability with OM involved (I'm sure they need to have discussion with Scanco and why I have not heard back yet).  I'll post an update when I have one.  

------------------------------
Jane Scanlan
Partner
Next Level Manufacturing Consulting Group


Original Message:
Sent: 04-28-2025 13:54
From: Michael Davis
Subject: Will DS Tax deliver a Vertex Integration for Sage100

Update from a client today regarding their conversation with Vertex.

"Vertex is testing a version now with a customer and working out bugs that will be compatible with Sage 2024. They should have all the kinks worked out by mid-May."

For what is worth.

------------------------------
Michael Davis
Warren Averett Technology Group


Original Message:
Sent: 03-31-2025 15:51
From: Larry Bradford
Subject: Will DS Tax deliver a Vertex Integration for Sage100

OK.  We have some news on this DS Tax solution.  Out of the blue my client gets a response (that seemed like a "what's your problem" and "didn't you know") we have that integration done and setup.  DSTax met with us.  They answered questions when asked.  Such as...  "Does anyone else have this live?"... "No"  We are currently testing in version 2024 after being told they have it ready in 2023.  They have someone who knows something about Sage but I can't figure out who it is.  The solution is using Custom Office scripts.  The tax amount is not update until you accept the record.  You have to "wait a moment" for it to update.  I am a bit concerned with 4 locations and about 10 plus people posting orders all day.

------------------------------
Larry Bradford
Accounting Technology LLC Consultant and Owner
Accounting Technology, LLC


Original Message:
Sent: 02-18-2025 16:16
From: Wayne Schulz
Subject: Will DS Tax deliver a Vertex Integration for Sage100

I will add that when my customer on 2021 went to Avalara and upgraded to Sage 100 2024 we left Vertex in the v2021 version and installed only Avalara into v2024. The data would migrate ( it did not prompt to reinstall Vertex ). When I got to the v2024 conversion step i went into the System installed apps where it (says it will) uninstall apps and clicked on Vertex to be removed from within Sage. This seemed to work. 

I was not able to uninstall Vertex on the v2021 system since the customer was actively using it right up until go-live.

------------------------------
Wayne Schulz
wayne@s-consult.com
Schulz Consulting
(860) 516-8990
CT

better the devil you know than the devil you don't

THANK YOU, @Michael Davis - that's what I was hoping you would say.  My client is large enough that I dread the thought of switching tax providers, even as poopy as Avalara can be.  If they don't gain the county tax as part of the move, I don't think there's a point.  And I did tell them we could add a UDF and get the info RIGHT NOW - we'll see what they say.

Beth,

The Vertex Sage setup is very similar to the Avatax Sage setup. The tax schedule on the customer or ship to address code is Vertex or DSTAX (V2024) instead of Avatax. 

Maybe you can use the standard fields in Sage to build the country code report.

I am not sure how Vertex calculates sales tax that are not US as they do not have any. I do know that AvaTax struggles with that, so it is safe to assume Vertex does as well.

The difference in the two programs is sales tax is calculated when you accept the order/ invoice and not when you get to the totals tab.

Thank you

Michael

@Michael Davis - I have a client interested in Vertex, but specifically for some report they have to pass up the chain to corporate that includes the county.  I am guessing Vertex would not have this information in Sage.  How is the sales tax schedule setup in the customer when using Vertex?

Our client was finally able to get the V2024 installed with DSTax (new connector of Vertex).

It does work, but as Larry B stated, you have to accept the order/invoice to see the tax amount. This is a major design flaw. I was able to speak to someone at Vertex about it and they have it on the list to correct, but not sure when. I do like the custom office script approach as it might speed up upgrades. However, having to accept and order and then re-open to see the sales tax amount is not going to work for any of our clients. Will keep you posted if I hear more. Thank you

Perhaps End Point should acquire the package.....

@Michael Davis, how did your client make out with Vertex for v2024?

------------------------------
Brett Zimmerman
Net at Work
Greater Boston Area


Original Message:
Sent: 05-26-2025 13:06
From: Jane Scanlan
Subject: Will DS Tax deliver a Vertex Integration for Sage100

I had a conference call with Vertex and DSTax sometime a couple of weeks ago, and subsequently followed up to David Gunnell at Scanco; David was open to talking with DSTax about integration capabilities when OM is involved.  I gave introductions to them, and as of yet I haven't heard anything back on the outcome - if they talked or anything else.  So ... no news - yet.

------------------------------
Jane Scanlan
Partner
Next Level Manufacturing Consulting Group


Original Message:
Sent: 04-28-2025 15:00
From: Jane Scanlan
Subject: Will DS Tax deliver a Vertex Integration for Sage100

I am also in the process of inquiring on the feasibility of Vertex and Sage 100 with OM.  I am currently waiting on my Vertex contact to let me know if they have an answer from DSTax as to whether or not they have integration capability with OM involved (I'm sure they need to have discussion with Scanco and why I have not heard back yet).  I'll post an update when I have one.  

------------------------------
Jane Scanlan
Partner
Next Level Manufacturing Consulting Group


Original Message:
Sent: 04-28-2025 13:54
From: Michael Davis
Subject: Will DS Tax deliver a Vertex Integration for Sage100

Update from a client today regarding their conversation with Vertex.

"Vertex is testing a version now with a customer and working out bugs that will be compatible with Sage 2024. They should have all the kinks worked out by mid-May."

For what is worth.

------------------------------
Michael Davis
Warren Averett Technology Group


Original Message:
Sent: 03-31-2025 15:51
From: Larry Bradford
Subject: Will DS Tax deliver a Vertex Integration for Sage100

OK.  We have some news on this DS Tax solution.  Out of the blue my client gets a response (that seemed like a "what's your problem" and "didn't you know") we have that integration done and setup.  DSTax met with us.  They answered questions when asked.  Such as...  "Does anyone else have this live?"... "No"  We are currently testing in version 2024 after being told they have it ready in 2023.  They have someone who knows something about Sage but I can't figure out who it is.  The solution is using Custom Office scripts.  The tax amount is not update until you accept the record.  You have to "wait a moment" for it to update.  I am a bit concerned with 4 locations and about 10 plus people posting orders all day.

------------------------------
Larry Bradford
Accounting Technology LLC Consultant and Owner
Accounting Technology, LLC


Original Message:
Sent: 02-18-2025 16:16
From: Wayne Schulz
Subject: Will DS Tax deliver a Vertex Integration for Sage100

I will add that when my customer on 2021 went to Avalara and upgraded to Sage 100 2024 we left Vertex in the v2021 version and installed only Avalara into v2024. The data would migrate ( it did not prompt to reinstall Vertex ). When I got to the v2024 conversion step i went into the System installed apps where it (says it will) uninstall apps and clicked on Vertex to be removed from within Sage. This seemed to work. 

I was not able to uninstall Vertex on the v2021 system since the customer was actively using it right up until go-live.

------------------------------
Wayne Schulz
wayne@s-consult.com
Schulz Consulting
(860) 516-8990
CT

Beth,

The Vertex Sage setup is very similar to the Avatax Sage setup. The tax schedule on the customer or ship to address code is Vertex or DSTAX (V2024) instead of Avatax. 

Maybe you can use the standard fields in Sage to build the country code report.

I am not sure how Vertex calculates sales tax that are not US as they do not have any. I do know that AvaTax struggles with that, so it is safe to assume Vertex does as well.

The difference in the two programs is sales tax is calculated when you accept the order/ invoice and not when you get to the totals tab.

Thank you

Michael

@Michael Davis - I have a client interested in Vertex, but specifically for some report they have to pass up the chain to corporate that includes the county.  I am guessing Vertex would not have this information in Sage.  How is the sales tax schedule setup in the customer when using Vertex?

Our client was finally able to get the V2024 installed with DSTax (new connector of Vertex).

It does work, but as Larry B stated, you have to accept the order/invoice to see the tax amount. This is a major design flaw. I was able to speak to someone at Vertex about it and they have it on the list to correct, but not sure when. I do like the custom office script approach as it might speed up upgrades. However, having to accept and order and then re-open to see the sales tax amount is not going to work for any of our clients. Will keep you posted if I hear more. Thank you

Perhaps End Point should acquire the package.....

@Michael Davis, how did your client make out with Vertex for v2024?

------------------------------
Brett Zimmerman
Net at Work
Greater Boston Area


Original Message:
Sent: 05-26-2025 13:06
From: Jane Scanlan
Subject: Will DS Tax deliver a Vertex Integration for Sage100

I had a conference call with Vertex and DSTax sometime a couple of weeks ago, and subsequently followed up to David Gunnell at Scanco; David was open to talking with DSTax about integration capabilities when OM is involved.  I gave introductions to them, and as of yet I haven't heard anything back on the outcome - if they talked or anything else.  So ... no news - yet.

------------------------------
Jane Scanlan
Partner
Next Level Manufacturing Consulting Group


Original Message:
Sent: 04-28-2025 15:00
From: Jane Scanlan
Subject: Will DS Tax deliver a Vertex Integration for Sage100

I am also in the process of inquiring on the feasibility of Vertex and Sage 100 with OM.  I am currently waiting on my Vertex contact to let me know if they have an answer from DSTax as to whether or not they have integration capability with OM involved (I'm sure they need to have discussion with Scanco and why I have not heard back yet).  I'll post an update when I have one.  

------------------------------
Jane Scanlan
Partner
Next Level Manufacturing Consulting Group


Original Message:
Sent: 04-28-2025 13:54
From: Michael Davis
Subject: Will DS Tax deliver a Vertex Integration for Sage100

Update from a client today regarding their conversation with Vertex.

"Vertex is testing a version now with a customer and working out bugs that will be compatible with Sage 2024. They should have all the kinks worked out by mid-May."

For what is worth.

------------------------------
Michael Davis
Warren Averett Technology Group


Original Message:
Sent: 03-31-2025 15:51
From: Larry Bradford
Subject: Will DS Tax deliver a Vertex Integration for Sage100

OK.  We have some news on this DS Tax solution.  Out of the blue my client gets a response (that seemed like a "what's your problem" and "didn't you know") we have that integration done and setup.  DSTax met with us.  They answered questions when asked.  Such as...  "Does anyone else have this live?"... "No"  We are currently testing in version 2024 after being told they have it ready in 2023.  They have someone who knows something about Sage but I can't figure out who it is.  The solution is using Custom Office scripts.  The tax amount is not update until you accept the record.  You have to "wait a moment" for it to update.  I am a bit concerned with 4 locations and about 10 plus people posting orders all day.

------------------------------
Larry Bradford
Accounting Technology LLC Consultant and Owner
Accounting Technology, LLC


Original Message:
Sent: 02-18-2025 16:16
From: Wayne Schulz
Subject: Will DS Tax deliver a Vertex Integration for Sage100

I will add that when my customer on 2021 went to Avalara and upgraded to Sage 100 2024 we left Vertex in the v2021 version and installed only Avalara into v2024. The data would migrate ( it did not prompt to reinstall Vertex ). When I got to the v2024 conversion step i went into the System installed apps where it (says it will) uninstall apps and clicked on Vertex to be removed from within Sage. This seemed to work. 

I was not able to uninstall Vertex on the v2021 system since the customer was actively using it right up until go-live.

------------------------------
Wayne Schulz
wayne@s-consult.com
Schulz Consulting
(860) 516-8990
CT

Beth,

The Vertex Sage setup is very similar to the Avatax Sage setup. The tax schedule on the customer or ship to address code is Vertex or DSTAX (V2024) instead of Avatax. 

Maybe you can use the standard fields in Sage to build the country code report.

I am not sure how Vertex calculates sales tax that are not US as they do not have any. I do know that AvaTax struggles with that, so it is safe to assume Vertex does as well.

The difference in the two programs is sales tax is calculated when you accept the order/ invoice and not when you get to the totals tab.

Thank you

Michael

@Michael Davis - I have a client interested in Vertex, but specifically for some report they have to pass up the chain to corporate that includes the county.  I am guessing Vertex would not have this information in Sage.  How is the sales tax schedule setup in the customer when using Vertex?

Our client was finally able to get the V2024 installed with DSTax (new connector of Vertex).

It does work, but as Larry B stated, you have to accept the order/invoice to see the tax amount. This is a major design flaw. I was able to speak to someone at Vertex about it and they have it on the list to correct, but not sure when. I do like the custom office script approach as it might speed up upgrades. However, having to accept and order and then re-open to see the sales tax amount is not going to work for any of our clients. Will keep you posted if I hear more. Thank you

Perhaps End Point should acquire the package.....

@Michael Davis, how did your client make out with Vertex for v2024?

------------------------------
Brett Zimmerman
Net at Work
Greater Boston Area


Original Message:
Sent: 05-26-2025 13:06
From: Jane Scanlan
Subject: Will DS Tax deliver a Vertex Integration for Sage100

I had a conference call with Vertex and DSTax sometime a couple of weeks ago, and subsequently followed up to David Gunnell at Scanco; David was open to talking with DSTax about integration capabilities when OM is involved.  I gave introductions to them, and as of yet I haven't heard anything back on the outcome - if they talked or anything else.  So ... no news - yet.

------------------------------
Jane Scanlan
Partner
Next Level Manufacturing Consulting Group


Original Message:
Sent: 04-28-2025 15:00
From: Jane Scanlan
Subject: Will DS Tax deliver a Vertex Integration for Sage100

I am also in the process of inquiring on the feasibility of Vertex and Sage 100 with OM.  I am currently waiting on my Vertex contact to let me know if they have an answer from DSTax as to whether or not they have integration capability with OM involved (I'm sure they need to have discussion with Scanco and why I have not heard back yet).  I'll post an update when I have one.  

------------------------------
Jane Scanlan
Partner
Next Level Manufacturing Consulting Group


Original Message:
Sent: 04-28-2025 13:54
From: Michael Davis
Subject: Will DS Tax deliver a Vertex Integration for Sage100

Update from a client today regarding their conversation with Vertex.

"Vertex is testing a version now with a customer and working out bugs that will be compatible with Sage 2024. They should have all the kinks worked out by mid-May."

For what is worth.

------------------------------
Michael Davis
Warren Averett Technology Group


Original Message:
Sent: 03-31-2025 15:51
From: Larry Bradford
Subject: Will DS Tax deliver a Vertex Integration for Sage100

OK.  We have some news on this DS Tax solution.  Out of the blue my client gets a response (that seemed like a "what's your problem" and "didn't you know") we have that integration done and setup.  DSTax met with us.  They answered questions when asked.  Such as...  "Does anyone else have this live?"... "No"  We are currently testing in version 2024 after being told they have it ready in 2023.  They have someone who knows something about Sage but I can't figure out who it is.  The solution is using Custom Office scripts.  The tax amount is not update until you accept the record.  You have to "wait a moment" for it to update.  I am a bit concerned with 4 locations and about 10 plus people posting orders all day.

------------------------------
Larry Bradford
Accounting Technology LLC Consultant and Owner
Accounting Technology, LLC


Original Message:
Sent: 02-18-2025 16:16
From: Wayne Schulz
Subject: Will DS Tax deliver a Vertex Integration for Sage100

I will add that when my customer on 2021 went to Avalara and upgraded to Sage 100 2024 we left Vertex in the v2021 version and installed only Avalara into v2024. The data would migrate ( it did not prompt to reinstall Vertex ). When I got to the v2024 conversion step i went into the System installed apps where it (says it will) uninstall apps and clicked on Vertex to be removed from within Sage. This seemed to work. 

I was not able to uninstall Vertex on the v2021 system since the customer was actively using it right up until go-live.

------------------------------
Wayne Schulz
wayne@s-consult.com
Schulz Consulting
(860) 516-8990
CT

Does anyone have the contact information of someone at Vertex that can provide a Sage 100 / Vertex demo?

Beth,

The Vertex Sage setup is very similar to the Avatax Sage setup. The tax schedule on the customer or ship to address code is Vertex or DSTAX (V2024) instead of Avatax. 

Maybe you can use the standard fields in Sage to build the country code report.

I am not sure how Vertex calculates sales tax that are not US as they do not have any. I do know that AvaTax struggles with that, so it is safe to assume Vertex does as well.

The difference in the two programs is sales tax is calculated when you accept the order/ invoice and not when you get to the totals tab.

Thank you

Michael

@Michael Davis - I have a client interested in Vertex, but specifically for some report they have to pass up the chain to corporate that includes the county.  I am guessing Vertex would not have this information in Sage.  How is the sales tax schedule setup in the customer when using Vertex?

Our client was finally able to get the V2024 installed with DSTax (new connector of Vertex).

It does work, but as Larry B stated, you have to accept the order/invoice to see the tax amount. This is a major design flaw. I was able to speak to someone at Vertex about it and they have it on the list to correct, but not sure when. I do like the custom office script approach as it might speed up upgrades. However, having to accept and order and then re-open to see the sales tax amount is not going to work for any of our clients. Will keep you posted if I hear more. Thank you

Perhaps End Point should acquire the package.....

@Michael Davis, how did your client make out with Vertex for v2024?

------------------------------
Brett Zimmerman
Net at Work
Greater Boston Area


Original Message:
Sent: 05-26-2025 13:06
From: Jane Scanlan
Subject: Will DS Tax deliver a Vertex Integration for Sage100

I had a conference call with Vertex and DSTax sometime a couple of weeks ago, and subsequently followed up to David Gunnell at Scanco; David was open to talking with DSTax about integration capabilities when OM is involved.  I gave introductions to them, and as of yet I haven't heard anything back on the outcome - if they talked or anything else.  So ... no news - yet.

------------------------------
Jane Scanlan
Partner
Next Level Manufacturing Consulting Group


Original Message:
Sent: 04-28-2025 15:00
From: Jane Scanlan
Subject: Will DS Tax deliver a Vertex Integration for Sage100

I am also in the process of inquiring on the feasibility of Vertex and Sage 100 with OM.  I am currently waiting on my Vertex contact to let me know if they have an answer from DSTax as to whether or not they have integration capability with OM involved (I'm sure they need to have discussion with Scanco and why I have not heard back yet).  I'll post an update when I have one.  

------------------------------
Jane Scanlan
Partner
Next Level Manufacturing Consulting Group


Original Message:
Sent: 04-28-2025 13:54
From: Michael Davis
Subject: Will DS Tax deliver a Vertex Integration for Sage100

Update from a client today regarding their conversation with Vertex.

"Vertex is testing a version now with a customer and working out bugs that will be compatible with Sage 2024. They should have all the kinks worked out by mid-May."

For what is worth.

------------------------------
Michael Davis
Warren Averett Technology Group


Original Message:
Sent: 03-31-2025 15:51
From: Larry Bradford
Subject: Will DS Tax deliver a Vertex Integration for Sage100

OK.  We have some news on this DS Tax solution.  Out of the blue my client gets a response (that seemed like a "what's your problem" and "didn't you know") we have that integration done and setup.  DSTax met with us.  They answered questions when asked.  Such as...  "Does anyone else have this live?"... "No"  We are currently testing in version 2024 after being told they have it ready in 2023.  They have someone who knows something about Sage but I can't figure out who it is.  The solution is using Custom Office scripts.  The tax amount is not update until you accept the record.  You have to "wait a moment" for it to update.  I am a bit concerned with 4 locations and about 10 plus people posting orders all day.

------------------------------
Larry Bradford
Accounting Technology LLC Consultant and Owner
Accounting Technology, LLC


Original Message:
Sent: 02-18-2025 16:16
From: Wayne Schulz
Subject: Will DS Tax deliver a Vertex Integration for Sage100

I will add that when my customer on 2021 went to Avalara and upgraded to Sage 100 2024 we left Vertex in the v2021 version and installed only Avalara into v2024. The data would migrate ( it did not prompt to reinstall Vertex ). When I got to the v2024 conversion step i went into the System installed apps where it (says it will) uninstall apps and clicked on Vertex to be removed from within Sage. This seemed to work. 

I was not able to uninstall Vertex on the v2021 system since the customer was actively using it right up until go-live.

------------------------------
Wayne Schulz
wayne@s-consult.com
Schulz Consulting
(860) 516-8990
CT

Doug,

Sorry for the delay, as I was off yesterday.

I just confirmed with the client, it was 50% decrease in the sales tax annual invoices. Their bill went from 100,000 to 50,000

My most recent contact at Vertex.

Thank you

Michael

Steve Kopech

Leader, Accountant Partner Program

O 484-595-6032  M 224.234.7219

stephen.kopech@vertexinc.com

Vertex Inc.

2301 Renaissance Blvd., King of Prussia, PA 19406

www.vertexinc.com

Does anyone have the contact information of someone at Vertex that can provide a Sage 100 / Vertex demo?

Beth,

The Vertex Sage setup is very similar to the Avatax Sage setup. The tax schedule on the customer or ship to address code is Vertex or DSTAX (V2024) instead of Avatax. 

Maybe you can use the standard fields in Sage to build the country code report.

I am not sure how Vertex calculates sales tax that are not US as they do not have any. I do know that AvaTax struggles with that, so it is safe to assume Vertex does as well.

The difference in the two programs is sales tax is calculated when you accept the order/ invoice and not when you get to the totals tab.

Thank you

Michael

@Michael Davis - I have a client interested in Vertex, but specifically for some report they have to pass up the chain to corporate that includes the county.  I am guessing Vertex would not have this information in Sage.  How is the sales tax schedule setup in the customer when using Vertex?

Our client was finally able to get the V2024 installed with DSTax (new connector of Vertex).

It does work, but as Larry B stated, you have to accept the order/invoice to see the tax amount. This is a major design flaw. I was able to speak to someone at Vertex about it and they have it on the list to correct, but not sure when. I do like the custom office script approach as it might speed up upgrades. However, having to accept and order and then re-open to see the sales tax amount is not going to work for any of our clients. Will keep you posted if I hear more. Thank you

Perhaps End Point should acquire the package.....

@Michael Davis, how did your client make out with Vertex for v2024?

------------------------------
Brett Zimmerman
Net at Work
Greater Boston Area


Original Message:
Sent: 05-26-2025 13:06
From: Jane Scanlan
Subject: Will DS Tax deliver a Vertex Integration for Sage100

I had a conference call with Vertex and DSTax sometime a couple of weeks ago, and subsequently followed up to David Gunnell at Scanco; David was open to talking with DSTax about integration capabilities when OM is involved.  I gave introductions to them, and as of yet I haven't heard anything back on the outcome - if they talked or anything else.  So ... no news - yet.

------------------------------
Jane Scanlan
Partner
Next Level Manufacturing Consulting Group


Original Message:
Sent: 04-28-2025 15:00
From: Jane Scanlan
Subject: Will DS Tax deliver a Vertex Integration for Sage100

I am also in the process of inquiring on the feasibility of Vertex and Sage 100 with OM.  I am currently waiting on my Vertex contact to let me know if they have an answer from DSTax as to whether or not they have integration capability with OM involved (I'm sure they need to have discussion with Scanco and why I have not heard back yet).  I'll post an update when I have one.  

------------------------------
Jane Scanlan
Partner
Next Level Manufacturing Consulting Group


Original Message:
Sent: 04-28-2025 13:54
From: Michael Davis
Subject: Will DS Tax deliver a Vertex Integration for Sage100

Update from a client today regarding their conversation with Vertex.

"Vertex is testing a version now with a customer and working out bugs that will be compatible with Sage 2024. They should have all the kinks worked out by mid-May."

For what is worth.

------------------------------
Michael Davis
Warren Averett Technology Group


Original Message:
Sent: 03-31-2025 15:51
From: Larry Bradford
Subject: Will DS Tax deliver a Vertex Integration for Sage100

OK.  We have some news on this DS Tax solution.  Out of the blue my client gets a response (that seemed like a "what's your problem" and "didn't you know") we have that integration done and setup.  DSTax met with us.  They answered questions when asked.  Such as...  "Does anyone else have this live?"... "No"  We are currently testing in version 2024 after being told they have it ready in 2023.  They have someone who knows something about Sage but I can't figure out who it is.  The solution is using Custom Office scripts.  The tax amount is not update until you accept the record.  You have to "wait a moment" for it to update.  I am a bit concerned with 4 locations and about 10 plus people posting orders all day.

------------------------------
Larry Bradford
Accounting Technology LLC Consultant and Owner
Accounting Technology, LLC


Original Message:
Sent: 02-18-2025 16:16
From: Wayne Schulz
Subject: Will DS Tax deliver a Vertex Integration for Sage100

I will add that when my customer on 2021 went to Avalara and upgraded to Sage 100 2024 we left Vertex in the v2021 version and installed only Avalara into v2024. The data would migrate ( it did not prompt to reinstall Vertex ). When I got to the v2024 conversion step i went into the System installed apps where it (says it will) uninstall apps and clicked on Vertex to be removed from within Sage. This seemed to work. 

I was not able to uninstall Vertex on the v2021 system since the customer was actively using it right up until go-live.

------------------------------
Wayne Schulz
wayne@s-consult.com
Schulz Consulting
(860) 516-8990
CT

Does anyone have the contact information of someone at Vertex that can provide a Sage 100 / Vertex demo?

Beth,

The Vertex Sage setup is very similar to the Avatax Sage setup. The tax schedule on the customer or ship to address code is Vertex or DSTAX (V2024) instead of Avatax. 

Maybe you can use the standard fields in Sage to build the country code report.

I am not sure how Vertex calculates sales tax that are not US as they do not have any. I do know that AvaTax struggles with that, so it is safe to assume Vertex does as well.

The difference in the two programs is sales tax is calculated when you accept the order/ invoice and not when you get to the totals tab.

Thank you

Michael

@Michael Davis - I have a client interested in Vertex, but specifically for some report they have to pass up the chain to corporate that includes the county.  I am guessing Vertex would not have this information in Sage.  How is the sales tax schedule setup in the customer when using Vertex?

Our client was finally able to get the V2024 installed with DSTax (new connector of Vertex).

It does work, but as Larry B stated, you have to accept the order/invoice to see the tax amount. This is a major design flaw. I was able to speak to someone at Vertex about it and they have it on the list to correct, but not sure when. I do like the custom office script approach as it might speed up upgrades. However, having to accept and order and then re-open to see the sales tax amount is not going to work for any of our clients. Will keep you posted if I hear more. Thank you

Perhaps End Point should acquire the package.....

@Michael Davis, how did your client make out with Vertex for v2024?

------------------------------
Brett Zimmerman
Net at Work
Greater Boston Area


Original Message:
Sent: 05-26-2025 13:06
From: Jane Scanlan
Subject: Will DS Tax deliver a Vertex Integration for Sage100

I had a conference call with Vertex and DSTax sometime a couple of weeks ago, and subsequently followed up to David Gunnell at Scanco; David was open to talking with DSTax about integration capabilities when OM is involved.  I gave introductions to them, and as of yet I haven't heard anything back on the outcome - if they talked or anything else.  So ... no news - yet.

------------------------------
Jane Scanlan
Partner
Next Level Manufacturing Consulting Group


Original Message:
Sent: 04-28-2025 15:00
From: Jane Scanlan
Subject: Will DS Tax deliver a Vertex Integration for Sage100

I am also in the process of inquiring on the feasibility of Vertex and Sage 100 with OM.  I am currently waiting on my Vertex contact to let me know if they have an answer from DSTax as to whether or not they have integration capability with OM involved (I'm sure they need to have discussion with Scanco and why I have not heard back yet).  I'll post an update when I have one.  

------------------------------
Jane Scanlan
Partner
Next Level Manufacturing Consulting Group


Original Message:
Sent: 04-28-2025 13:54
From: Michael Davis
Subject: Will DS Tax deliver a Vertex Integration for Sage100

Update from a client today regarding their conversation with Vertex.

"Vertex is testing a version now with a customer and working out bugs that will be compatible with Sage 2024. They should have all the kinks worked out by mid-May."

For what is worth.

------------------------------
Michael Davis
Warren Averett Technology Group


Original Message:
Sent: 03-31-2025 15:51
From: Larry Bradford
Subject: Will DS Tax deliver a Vertex Integration for Sage100

OK.  We have some news on this DS Tax solution.  Out of the blue my client gets a response (that seemed like a "what's your problem" and "didn't you know") we have that integration done and setup.  DSTax met with us.  They answered questions when asked.  Such as...  "Does anyone else have this live?"... "No"  We are currently testing in version 2024 after being told they have it ready in 2023.  They have someone who knows something about Sage but I can't figure out who it is.  The solution is using Custom Office scripts.  The tax amount is not update until you accept the record.  You have to "wait a moment" for it to update.  I am a bit concerned with 4 locations and about 10 plus people posting orders all day.

------------------------------
Larry Bradford
Accounting Technology LLC Consultant and Owner
Accounting Technology, LLC


Original Message:
Sent: 02-18-2025 16:16
From: Wayne Schulz
Subject: Will DS Tax deliver a Vertex Integration for Sage100

I will add that when my customer on 2021 went to Avalara and upgraded to Sage 100 2024 we left Vertex in the v2021 version and installed only Avalara into v2024. The data would migrate ( it did not prompt to reinstall Vertex ). When I got to the v2024 conversion step i went into the System installed apps where it (says it will) uninstall apps and clicked on Vertex to be removed from within Sage. This seemed to work. 

I was not able to uninstall Vertex on the v2021 system since the customer was actively using it right up until go-live.

------------------------------
Wayne Schulz
wayne@s-consult.com
Schulz Consulting
(860) 516-8990
CT

They flat out stopped replying to my client when we asked over about a period of 12 months about the status of their integration to Sage 100. I have read all the recent updates about a new developer and that at least one site appears to be using Vertex via some type of new integration. Proceed with extreme caution. I share your client's concerns about Avalara - regarding both cost and customer service shortcomings. There is a very high likelihood of becoming the unpaid complaint department in these engagements. 

------------------------------
Wayne Schulz
wayne@s-consult.com
Schulz Consulting
(860) 516-8990
Connecticut
------------------------------


Original Message:
Sent: 09-24-2025 13:33
From: Doug Higgs
Subject: Will DS Tax deliver a Vertex Integration for Sage100

Does anyone have the contact information of someone at Vertex that can provide a Sage 100 / Vertex demo?

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles


Original Message:
Sent: 09-09-2025 08:52
From: Michael Davis
Subject: Will DS Tax deliver a Vertex Integration for Sage100

Beth,

The Vertex Sage setup is very similar to the Avatax Sage setup. The tax schedule on the customer or ship to address code is Vertex or DSTAX (V2024) instead of Avatax. 

Maybe you can use the standard fields in Sage to build the country code report.

I am not sure how Vertex calculates sales tax that are not US as they do not have any. I do know that AvaTax struggles with that, so it is safe to assume Vertex does as well.

The difference in the two programs is sales tax is calculated when you accept the order/ invoice and not when you get to the totals tab.

Thank you

Michael

------------------------------
Michael Davis
Warren Averett Technology Group


Original Message:
Sent: 09-09-2025 06:33
From: Beth Bowers
Subject: Will DS Tax deliver a Vertex Integration for Sage100

@Michael Davis - I have a client interested in Vertex, but specifically for some report they have to pass up the chain to corporate that includes the county.  I am guessing Vertex would not have this information in Sage.  How is the sales tax schedule setup in the customer when using Vertex?

------------------------------
Beth Bowers
Dog Mom, first and foremost. The rest is all just necessary to keep the dogs in biscuits.
(269) 358-0989


Original Message:
Sent: 07-30-2025 09:59
From: Michael Davis
Subject: Will DS Tax deliver a Vertex Integration for Sage100

Our client was finally able to get the V2024 installed with DSTax (new connector of Vertex).

It does work, but as Larry B stated, you have to accept the order/invoice to see the tax amount. This is a major design flaw. I was able to speak to someone at Vertex about it and they have it on the list to correct, but not sure when. I do like the custom office script approach as it might speed up upgrades. However, having to accept and order and then re-open to see the sales tax amount is not going to work for any of our clients. Will keep you posted if I hear more. Thank you

------------------------------
Michael Davis
Warren Averett Technology Group


Original Message:
Sent: 07-02-2025 15:51
From: Jeff Schwenk
Subject: Will DS Tax deliver a Vertex Integration for Sage100

Perhaps End Point should acquire the package.....

------------------------------
Jeff Schwenk
Owner
Bottomline Software, Inc.
Waynesboro VA
(540) 221-4444

Improving bottom lines for over 25 years!


Original Message:
Sent: 07-02-2025 09:34
From: Brett Zimmerman
Subject: Will DS Tax deliver a Vertex Integration for Sage100

@Michael Davis, how did your client make out with Vertex for v2024?

------------------------------
Brett Zimmerman
Net at Work
Greater Boston Area


Original Message:
Sent: 05-26-2025 13:06
From: Jane Scanlan
Subject: Will DS Tax deliver a Vertex Integration for Sage100

I had a conference call with Vertex and DSTax sometime a couple of weeks ago, and subsequently followed up to David Gunnell at Scanco; David was open to talking with DSTax about integration capabilities when OM is involved.  I gave introductions to them, and as of yet I haven't heard anything back on the outcome - if they talked or anything else.  So ... no news - yet.

------------------------------
Jane Scanlan
Partner
Next Level Manufacturing Consulting Group


Original Message:
Sent: 04-28-2025 15:00
From: Jane Scanlan
Subject: Will DS Tax deliver a Vertex Integration for Sage100

I am also in the process of inquiring on the feasibility of Vertex and Sage 100 with OM.  I am currently waiting on my Vertex contact to let me know if they have an answer from DSTax as to whether or not they have integration capability with OM involved (I'm sure they need to have discussion with Scanco and why I have not heard back yet).  I'll post an update when I have one.  

------------------------------
Jane Scanlan
Partner
Next Level Manufacturing Consulting Group


Original Message:
Sent: 04-28-2025 13:54
From: Michael Davis
Subject: Will DS Tax deliver a Vertex Integration for Sage100

Update from a client today regarding their conversation with Vertex.

"Vertex is testing a version now with a customer and working out bugs that will be compatible with Sage 2024. They should have all the kinks worked out by mid-May."

For what is worth.

------------------------------
Michael Davis
Warren Averett Technology Group


Original Message:
Sent: 03-31-2025 15:51
From: Larry Bradford
Subject: Will DS Tax deliver a Vertex Integration for Sage100

OK.  We have some news on this DS Tax solution.  Out of the blue my client gets a response (that seemed like a "what's your problem" and "didn't you know") we have that integration done and setup.  DSTax met with us.  They answered questions when asked.  Such as...  "Does anyone else have this live?"... "No"  We are currently testing in version 2024 after being told they have it ready in 2023.  They have someone who knows something about Sage but I can't figure out who it is.  The solution is using Custom Office scripts.  The tax amount is not update until you accept the record.  You have to "wait a moment" for it to update.  I am a bit concerned with 4 locations and about 10 plus people posting orders all day.

------------------------------
Larry Bradford
Accounting Technology LLC Consultant and Owner
Accounting Technology, LLC


Original Message:
Sent: 02-18-2025 16:16
From: Wayne Schulz
Subject: Will DS Tax deliver a Vertex Integration for Sage100

I will add that when my customer on 2021 went to Avalara and upgraded to Sage 100 2024 we left Vertex in the v2021 version and installed only Avalara into v2024. The data would migrate ( it did not prompt to reinstall Vertex ). When I got to the v2024 conversion step i went into the System installed apps where it (says it will) uninstall apps and clicked on Vertex to be removed from within Sage. This seemed to work. 

I was not able to uninstall Vertex on the v2021 system since the customer was actively using it right up until go-live.

------------------------------
Wayne Schulz
wayne@s-consult.com
Schulz Consulting
(860) 516-8990
CT

I have had an inside sales person reach out to me repeatedly regarding Vertex.  He is insisting that Sage 100 has full integration with their product.  Has anyone in recent months confirmed this is accurate?  I'm willing to attend a meeting to "see it" to "believe it" but wonder if there is any experience along these lines.  And I can post a fresh post if that makes more sense. 

Madeline,

I was able to connect with a contact over at dsTax. Vertex can fully integrate with sage 100s most current and up to date versions which is great! I would love to connect to find a time to connect and see who we can be a great fit. 

Connor Perrotti

Inside Sales Representative II 

 Vertex Inc.
2301 Renaissance Blvd.
King of Prussia, PA 19406

M: 656-756-6733
Connor.perrotti@vertexinc.com

http://www.vertexinc.com/. Click or tap if you trust this link." rel="noopener">vertexinc.com

I have had an inside sales person reach out to me repeatedly regarding Vertex.  He is insisting that Sage 100 has full integration with their product.  Has anyone in recent months confirmed this is accurate?  I'm willing to attend a meeting to "see it" to "believe it" but wonder if there is any experience along these lines.  And I can post a fresh post if that makes more sense. 

Madeline,

I was able to connect with a contact over at dsTax. Vertex can fully integrate with sage 100s most current and up to date versions which is great! I would love to connect to find a time to connect and see who we can be a great fit. 

Connor Perrotti

Inside Sales Representative II 

 Vertex Inc.
2301 Renaissance Blvd.
King of Prussia, PA 19406

M: 656-756-6733
Connor.perrotti@vertexinc.com

http://www.vertexinc.com/. Click or tap if you trust this link." rel="noopener">vertexinc.com

I have a HUGE client who keeps saying they are planning on moving to Vertex... but I haven't seen any actual movement. If they do, and it works for them, I'd say it can work for anyone. I've emailed them the shortcomings discussed here and they blew me off, so someone somewhere is determined...

I have had an inside sales person reach out to me repeatedly regarding Vertex.  He is insisting that Sage 100 has full integration with their product.  Has anyone in recent months confirmed this is accurate?  I'm willing to attend a meeting to "see it" to "believe it" but wonder if there is any experience along these lines.  And I can post a fresh post if that makes more sense. 

Madeline,

I was able to connect with a contact over at dsTax. Vertex can fully integrate with sage 100s most current and up to date versions which is great! I would love to connect to find a time to connect and see who we can be a great fit. 

Connor Perrotti

Inside Sales Representative II 

 Vertex Inc.
2301 Renaissance Blvd.
King of Prussia, PA 19406

M: 656-756-6733
Connor.perrotti@vertexinc.com

http://www.vertexinc.com/. Click or tap if you trust this link." rel="noopener">vertexinc.com

To compete with Avalara/Sage 100 connector (DSD LMAV) on features, Vertex/DS needs real-time tax calculation, integrated exemption certificate management, and certificate exemption and product overrides.  Other features are address validation with write-back, and separate ShipToAddresses on Lines (included in LMAV).  These require screen customizations (included in LMAV). 

Further, Vertex needs to offer services, i.e. outsourced exemption validation, exemption certificate campaign management, and Returns filing and remittance, among others.

And of course, the critical issue of support and commitment to future releases.

I have a HUGE client who keeps saying they are planning on moving to Vertex... but I haven't seen any actual movement. If they do, and it works for them, I'd say it can work for anyone. I've emailed them the shortcomings discussed here and they blew me off, so someone somewhere is determined...

I have had an inside sales person reach out to me repeatedly regarding Vertex.  He is insisting that Sage 100 has full integration with their product.  Has anyone in recent months confirmed this is accurate?  I'm willing to attend a meeting to "see it" to "believe it" but wonder if there is any experience along these lines.  And I can post a fresh post if that makes more sense. 

Madeline,

I was able to connect with a contact over at dsTax. Vertex can fully integrate with sage 100s most current and up to date versions which is great! I would love to connect to find a time to connect and see who we can be a great fit. 

Connor Perrotti

Inside Sales Representative II 

 Vertex Inc.
2301 Renaissance Blvd.
King of Prussia, PA 19406

M: 656-756-6733
Connor.perrotti@vertexinc.com

http://www.vertexinc.com/. Click or tap if you trust this link." rel="noopener">vertexinc.com

@Bob Pfahnl Slightly off topic. How are "...separate ShipToAddresses on Lines..." used? I've seen the fields and read the blurb in the manual, but since in Sage shipping can only occur from the warehouse location (Point of Origin), would these typically be used for dropships, where shipped from an alternate location and not the client's warehouse? Or perhaps you are shipping to an intermediate location which then will send it off someplace else? It's also confusing because it's a ship 'to' but the documentation says it a Point or Origin.

To compete with Avalara/Sage 100 connector (DSD LMAV) on features, Vertex/DS needs real-time tax calculation, integrated exemption certificate management, and certificate exemption and product overrides.  Other features are address validation with write-back, and separate ShipToAddresses on Lines (included in LMAV).  These require screen customizations (included in LMAV). 

Further, Vertex needs to offer services, i.e. outsourced exemption validation, exemption certificate campaign management, and Returns filing and remittance, among others.

And of course, the critical issue of support and commitment to future releases.

I have a HUGE client who keeps saying they are planning on moving to Vertex... but I haven't seen any actual movement. If they do, and it works for them, I'd say it can work for anyone. I've emailed them the shortcomings discussed here and they blew me off, so someone somewhere is determined...

I have had an inside sales person reach out to me repeatedly regarding Vertex.  He is insisting that Sage 100 has full integration with their product.  Has anyone in recent months confirmed this is accurate?  I'm willing to attend a meeting to "see it" to "believe it" but wonder if there is any experience along these lines.  And I can post a fresh post if that makes more sense. 

Madeline,

I was able to connect with a contact over at dsTax. Vertex can fully integrate with sage 100s most current and up to date versions which is great! I would love to connect to find a time to connect and see who we can be a great fit. 

Connor Perrotti

Inside Sales Representative II 

 Vertex Inc.
2301 Renaissance Blvd.
King of Prussia, PA 19406

M: 656-756-6733
Connor.perrotti@vertexinc.com

http://www.vertexinc.com/. Click or tap if you trust this link." rel="noopener">vertexinc.com

@Bob Pfahnl Slightly off topic. How are "...separate ShipToAddresses on Lines..." used? I've seen the fields and read the blurb in the manual, but since in Sage shipping can only occur from the warehouse location (Point of Origin), would these typically be used for dropships, where shipped from an alternate location and not the client's warehouse? Or perhaps you are shipping to an intermediate location which then will send it off someplace else? It's also confusing because it's a ship 'to' but the documentation says it a Point or Origin.

To compete with Avalara/Sage 100 connector (DSD LMAV) on features, Vertex/DS needs real-time tax calculation, integrated exemption certificate management, and certificate exemption and product overrides.  Other features are address validation with write-back, and separate ShipToAddresses on Lines (included in LMAV).  These require screen customizations (included in LMAV). 

Further, Vertex needs to offer services, i.e. outsourced exemption validation, exemption certificate campaign management, and Returns filing and remittance, among others.

And of course, the critical issue of support and commitment to future releases.

I have a HUGE client who keeps saying they are planning on moving to Vertex... but I haven't seen any actual movement. If they do, and it works for them, I'd say it can work for anyone. I've emailed them the shortcomings discussed here and they blew me off, so someone somewhere is determined...