Nextgen Requirements Analysis 9-22-11[1]

7/25/2019 Nextgen Requirements Analysis 9-22-11[1]

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NextGen Healthcare

Vertex O Series 6.0

Implementation

REQUIREMENTS N!"SIS

#thor$ %on& "an&

Iss#e 'ate$ (.0).*0++

1041 OLD CASSATT ROAD BERWYN, PA 19312 T: 610.640.4200 F: 610.640.2761 VERTE,IN-.-OM
http://www.nextgen.com/Default.aspx


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Version$ +.0

1041 OLD CASSATT ROAD BERWYN, PA 19312 T: 610.640.4200 F: 610.640.2761 VERTE,IN-.-OM

ccepte /$

NextGen: Vertex, Inc:

Representative Name: Representative Name:

Representative Title: Representative Title:

Date: Date:

Signature: Signature:


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TABLE O !ONTENTS

Revisi"n #ist"r$%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% &Intr"'ucti"n%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% &

(urp"se%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% &

General%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%&

General Appr"ac#%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% %%%%%%% &

Ran)ing Re*uirements%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% &

Re*uirements Anal$sis%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% +

Tax (r"cessing%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% +

Taxailit$ -anager Setup%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% .

A''ress /an'ling%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 0

Err"r /an'ling%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 0

Rep"rting%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 0

(er1"rmance%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 2

Securit$%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 2

Data iel' -apping%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 2Design%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 3

Vertex O Series Tax (r"vi'er%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 3

!ust"mer c"'e%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 4

A''ress%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 4

Tax !ateg"r$ !"'e%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 5

Assumpti"ns%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% 5

February 2016 Page i


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NextGen Re*uirements Anal$sis

REVISION HISTOR"Name 'ate Reason 1or -han&e Version

6"ng 7ang 4828&& Initial 'ra1t &%9 'ra1t &

6"ng 7ang 58&28&& p'ate 'etails &%9 'ra1t +

INTRO'U-TION

2UR2OSE

T#is '"cument evaluates t#e re*uirements 1"r tax calculati"n et;een Vertex O Series

3%9 an' NextGenect

team an' t#e pr">ect sp"ns"rs t" ensure t#at all critical usiness pr"cesses areacc"mm"'ate' 'uring t#e implementati"n "1 t#e ne; s$stem% It all";s t#e pr">ect teamt" 1"cus "n t#"se areas t#at are m"st imp"rtant t" t#e "rgani?ati"n an' it als" #ig#lig#ts;#ere ne; 1uncti"nalit$ can a'' value t" t#e current usiness t" impr"ve usinesspr"cesses, reali?e e11iciencies "r impr"ve rep"rting% T#e 1"ll";ing tale i'enti1ies t#ec"'es use' in t#e Ran) c"lumn "1 t#e Re*uirements Anal$sis Rep"rt:

Ran3 Explanation

February 2016 Page 1


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/ @/ig# -issi"n !ritical Re*uirements are re*uirements t#at are missi"ncritical, necessar$ 1"r "perati"n an' ;it#"ut t#em t#e "rgani?ati"n c"ul'

n"t 1uncti"n%- - @-e'ium /ig# Value A'' Re*uirements are re*uirements t#at, i1

met, ;"ul' signi1icantl$ impr"ve NextGen"urnal%

/

&%9. Ailit$ t" pr"cess

merc#an'ise returns

-

-erc#an'ise returns

;ill n"t e pr"cesse't#r"ug# "nline st"re%@;ill nee' t" issuenegative inv"iceusing "riginal inv"ice'ate t" calculatepr"per tax

&%90 & s#ip=t" a''ress pertransacti"n /

Destinati"n a''resscan e set at t#e#ea'er level%

&%92 & s#ip=1r"m a''ress per

transacti"n% /

(#$sical "rigin

a''ress can e setat #ea'er level%

&%93 Ailit$ t" 'etermine ;#ic#;are#"use t" s#ip 1r"m%

/

Suggesti"n: 'e1aultt" ;are#"uses#ipping ma>"rit$ "1pr"'ucts%

&%9 Ailit$ t" setup taxclassi1icati"ns%

/



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&%94 Ailit$ t" setup cust"merexempti"n% /

-ust 'etermine #";t" pass cust"mer

'ata%&%95 A single s#ipping am"unt

;ill e passe' per inv"ice% /Nee' t" 'etermine#"; s#ipping ispasse' t" Vertex%

&%&9 Inv"ices s#"ul' p"st t" OSeries ;#en "r'ersumitte'%

-

&%&& n"p!"mmerce can "nl$pass & line item at a time t"O Series 1"r tax rate%

-Nee' t" 'iscussinv"ice leveltaxati"n%

&%&+ n"p!"mmerce uses

returne' tax rate t"calculate tax am"unt% -

T#is ;ill cause

variances in taxam"unts ;#en"r'ers are p"ste' t"O Series%

Iss#es

'esi&n -onsierations-"'i1$ n"p!"mmerce s"urce c"'e t" use Vertex tax am"unts%-"'i1$ n"p!"mmerce s"urce c"'e t" pass entire "r'er t" Vertex 1"r tax calculati"n%

T,/I!IT" MNGER SETU2

No. Re4#irement Ran3 -omments lternati5es

+%9& Setup n"n=taxale pr"'uctc"'es%

/

+%9+ Setup taxpa$er% /

+%9. Setup cust"merexempti"ns%

/

Iss#es

'esi&n -onsierations



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''RESS HN'!ING

No. Re4#irement Ran3 -omments lternati5es.%9& Ailit$ t" vali'ate a''resses@ie assign ?ip0 an' '"a''ress c"rrecti"n%

L

A''ress vali'ati"n;ill "ccur "n t#eVertex si'e utcleanse' in1" ;ill n"te passe' ac) t""nline st"re%

.%9+ Ailit$ t" pass ?ip0 - Fip0 ;ill n"t epasse' t" O Series%

Iss#es


ERROR HN'!ING


0%9& S#"ul' n"p!"mmerces#"; err"r ;#en O Seriesis '";n

/

&% St"p "r'erpr"cess "r

+% !"ntinue ;it#"r'er utcalculate tax

at a later time3. Est#er t"

ans;er

Iss#es


RE2ORTING


2%9& Returns extract ;ill egenerate' "ut "1 O series%

/

Iss#es




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2ERORMN-E

No. Re4#irement Ran3 -omments lternati5es3%9& Ailit$ t" pr"cess transacti"ns per sec"n'%

/

3%93 transacti"ns per 'a$% /

Iss#es


SE-URIT"


%9& Ailit$ t" setup r"les inVertex O Series an' assignt" users%

-

%9+ Ailit$ t" c"mmunicate "ver#ttps%

-

Iss#es


'T IE!' M22ING

Vertex O Series nop-ommerce 'escription

Seller =H A''ress S#ip 1r"m a''ress

Seller =H !"mpan$ &999

I'enti1ies t#e t"p=level legal entit$ 1"r ;#ic#excepti"ns ma$ exist% T#e Vertex !entral useuse' t" set up an$ taxailit$ rules t#at appl$ T#is s#"ul' e a parameter t#at is c"n1igura

1r"m t#e #"st s$stem ase' "n an in'ivi'ual legal an' tax re*uirements%

Seller =H !"mpan$ &992



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!ust"mer =H A''ress S#ipping A''ress S#ip t" a''ress

!ust"mer

-nem"nic @SDE Acctg ID

an' G!N% James O t"'etermine ;#ere t" st"re in'ataase%

T#e cust"mer 1"r t#e transacti"n% T#e cust'escrie' $ t#e c#il' elements an' attriute

LineItem =H (r"'uct

!"'e (r"'uctVariant%S6

A c"'e 1r"m t#e #"st s$stem t#at i'enti1iesmaterial, service, "r S6 numer% 7"u can u!entral user inter1ace t" map $"ur pr"'ucts t!ateg"ries% I1 t#e supplie' (r"'uct an' (r"'in1"rmati"n is n"t rec"gni?e' $ t#e calculatigeneral categ"r$ in'icating T(( is assigne'%i1 n" (r"'uct !lass in1"rmati"n is supplie'% I1supplie', (r"'uct in1"rmati"n superse'es (r

in1"rmati"n%

LineItem =H (r"'uct!lass (r"'uctVariant%Tax!ateg"r$

A c"'e use' t" represent gr"ups "r categ"pr"'ucts "r services ;it# similar taxailit$% 7"Vertex !entral user inter1ace t" map $"ur pr"t" (r"'uct !lass !ateg"ries% I1 t#e supplie' ((r"'uct !lass in1"rmati"n is n"t rec"gni?e' calculati"n engine, a general categ"r$ in'icaassigne'% Re*uire' @& i1 n" (r"'uct in1"rmasupplie'% I1 "t# are supplie', (r"'uct in1"rmsuperse'es (r"'uct !lass in1"rmati"n%

LineItem =H Kuantit$ &M

T#e numer "1 units inclu'e' in t#e line ite*uantit$ an' n"t a currenc$ am"unt% T#is val"n a line item asis t" t#e *uantit$ level "1 t#T#is applicati"n "1 tax 'i11ers 1r"m n"rmal taxecause t#e tax am"unt8rate is applie' at t#elevel "1 t#e item s"l' in t#e transacti"n an' npurc#ase price% Re*uire' @& i1 n" Exten'e' in1"rmati"n is supplie'%

LineItem =HExten'e'(rice (r"'uctVariant%(rice

T#is 1iel' speci1ies t#e actual price "1 t#e li/";ever, i1 *uantit$ an' unit price are supplire*uire'%

'ESIGN

VERTE, O SERIES T, 2ROVI'ER

!ust"m class VertexOSeries3Tax(r"vi'er;ill e 'evel"pe' an' implement inter1aceITax(r"vi'er% T#is class ;ill sen' re*uests @-L as ;e service calls t" O Series an'pass ac) a tax rate%



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Vertex O Series ;ill e a''e' as a tax pr"vi'er plugin t#r"ug# n"p!"mmerce

a'ministrati"n%

Once t#e plugin is installe', O Series can e selecte' as a Tax (r"vi'er%

T#e 1"ll";ing are t#e c"n1igurati"n parameters 1"r VertexOSeries3%



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-USTOMER -O'E

-nem"nic @SDE Acctg ID an' G!N T#e 1"ll";ing attriutes ;ill e a''e' t" t#ecust"mer attriute ">ect t" st"re G!N an' mnem"nic values%

privatestringAttributeNameGCN = "GCN";privatestringAttributeNameMnemnic = "Mnemnic";

''RESS

T#e class TaxService%cs ;ill e up'ate' t" 'e1ault t" illing a''ress ;#en s#ippinga''ress is null% James O up'ate' t#e 1ile:

varbasedOn = _taxSettings.TaxBasedOn;

i!basedOn ==TaxBasedOn.SippingAddress# $ i!cust%mer == nu&&'' cust%mer.SippingAddress == nu& basedOn =TaxBasedOn.Bi&&ingAddress; ( i!basedOn ==TaxBasedOn.Bi&&ingAddress# $



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i!cust%mer == nu&&'' cust%mer.Bi&&ingAddress == nu& basedOn =TaxBasedOn.)eau&tAddress; (

T, -TEGOR" -O'E

T#e current met#"' Tax!ateg"r$I' "1 ">ect !alculateTaxRe*uest is set t"Tax!ateg"r$ID 1r"m tale N"pTax!ateg"r$:

Since t#is is t#e primar$ )e$ an' cant e manipulate' $ t#e user t#e categ"r$ name;ill e use' instea'% A ne; met#"' ;ill nee' t" e a''e' t" t#e !alculateTaxRe*uest">ect t" set categ"r$ name%

SSUM2TIONS

&% n"p!"mmerce can "nl$ pass & line item at a time t" Vertex O Series 1"r taxcalculati"n%

+% n"p!"mmerce "nl$ uses tax rate 1r"m Vertex O Series% T#e tax rate is t#enuse' t" calculate tax t#r"ug# t#e st"re

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Nextgen Requirements Analysis 9-22-11[1]