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Driving Global Digital Transformation
Vertex Integrated Offerings with Oracle ERP Cloud

Steven Chi
Senior Principal Product Manager
Oracle ERP Cloud Applications Development

February 23, 2017

Global Tax Content, Calculation, & Reporting

Safe Harbor Statement
The following is intended to outline our general product direction. It is intended for
information purposes only, and may not be incorporated into any contract. It is not a
commitment to deliver any material, code, or functionality, and should not be relied upon
in making purchasing decisions. The development, release, and timing of any features or
functionality described for Oracle’s products remains at the sole discretion of Oracle.

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Session Agenda
• Fusion Tax - Solution Overview
• Global Tax Management
• Tax Automation using Vertex Solutions
• Overview of the Vertex End-to-End Tax Solution Flow
• Vertex Content, Calculation, and Reporting Offerings
• Vertex Tax Integration Roadmap for Oracle ERP Cloud
• Key Contacts

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Fusion Tax
Solution Overview
Single Solution for Global Tax needs Fusion Tax: Single Point Solution
Meets Tax needs, globally Global Tax Needs
Centrally Manage
Facilitates Global Operations, Enables Immediate and
Incremental Entry into newer markets

Central Global Application for Fusion Across Procure to Pay, Order to Cash flows

Global Tax Configuration Maximize ROI

Enforcement of Global Tax Legislation Purchasing Payables Receivables Projects

Global Compliance & Reporting Configuration and Transaction repository

Single Source of Truth for Configuration/Reporting Ensure Compliance Tax Tax Record
Configuration Repository
Minimizes Compliance risk

Automated Import: Predefined Tax Content Predefined Content: Jumpstart Implementations

Common Infrastructure in place Total Flexibility
Oracle Partners Implementers Users

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Global Tax Management
Universal Tax Compliance Capabilities
Tax Content
• Out-of-the-box design delivers
automated tax content upload
• Tax content can be defined and
uploaded by implementers,
partners, or users
• Model supports global country
configuration and tax rules
• Initial Content + Content Updates
Supported
Tax Calculation Tax Reporting
• Normal transaction data • Generic reporting extracts
automatically applies relevant available
taxes where applicable
• Standard feature reports meet
• Taxability exceptions and rules common global needs
can be used to apply unique
business needs • Country-specific reports available
• Tax results can always be • Report extensibility supported to
build custom reports if needed
simulated prior to ‘live’
transaction processing
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Tax Automation using Vertex Solutions
Scalability and Flexibility Across Market Segments
• Extensible infrastructure for tax partner solutions:
• Tax Content and Tax Reporting services providing fast ROI option for mid-market companies adopting
Oracle ERP Cloud
• Integrated Cloud-to-Cloud tax calculation services for enterprise grade companies
• Infrastructure has been validated using end-to-end Vertex transaction tax offerings, lending value in
fulfilling the compliance function
Tax Content Offering Tax Calculation Offering Tax Reporting Offering
• Vertex Tax Content Service to cover • “Cloud-to-Cloud” integration of ERP • Vertex Indirect Tax Returns –
Geographies, Tax Jurisdictions, Tax Cloud and Vertex O Series Cloud for Signature-ready returns for U.S. sales
Rates, and Taxability Rules for transaction tax calculation and use taxes are produced for filing
Products & Services with potential
customer-specific changes • No software integration
components deployed on Cloud • Vertex Returns Outsourcing Service –
• Updates available on monthly basis Vertex can manage the entire tax
for statute changes • Seamless data flow between Oracle compliance function from tax returns
ERP Cloud and Vertex O Series generation to payment remittances

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Vertex End-to-End Tax Solution Flow
Summary Overview

Oracle ERP Cloud Vertex Tax Cloud

Flexible Tax Content and Tax Reporting Features can be used without Tax Calculation Services

Oracle Content Server

Tax Content
Tax Content Upload Vertex Global Tax Content
ERP Repository
Integration Service

Oracle Applications
(AR/AP) Vertex Reporting Tax Returns
Vertex Tax Report Extracts Oracle Tax Reporting Data & Returns Export Outsourcing

Tax Calculation
Calculation Request
Transaction Data Oracle Transaction Data
/Response
(Real-Time + Batch
Transaction Support)

Oracle Tax Partner Service

handling Vertex Tax Results

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Sample Vertex Content
Tax Rates Illustration

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Sample Vertex Content
Tax Rules Illustration

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Simple Vertex Tax Content Experience
Tax Rapid Implementation Upload
1 Upload Vertex Tax Content

2 Upload Business Unit Subscription(s) for Vertex Tax Regimes

3 Enable Vertex Taxes

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Vertex Tax Calculation Services
Real-Time Transaction Tax Calculation
1 Online tax calculation in Oracle ERP Cloud
(Support of Payables + Receivables Real-Time Transactions)

2
Transaction tax calculation (invoice validation)

3
Transaction tax results

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Vertex Tax Calculation Services
Batch Transaction Tax Calculation

1 Partner transaction data extract generation

(Support of Payables Invoice Import + Receivables AutoInvoice Import)

2 Automated Vertex polling service to process transaction data files

for tax calculation

3
Transaction tax results

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Vertex Tax Reporting Services
Automated Generation and Filing of Tax Returns

1 Launch Vertex Tax BIP Reports automatically or on-demand

2 Save the Vertex tax report extract file(s)

3
Import into Vertex Returns for automated tax returns filing

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Vertex Returns
Implementation Uptake Flexibility

Returns and Reports with wide range of coverage includes:

 Sales Tax and Use Tax Returns
 Federal and Local Reports
 Periodic and Annual Reports

Deployment Choices for Vertex Returns:

 On-Premise
 Cloud
 Returns Outsourcing

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Vertex Tax Integration Roadmap for Oracle ERP Cloud

17 Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |

 Key Contacts
• Marc Duclos, Senior Channel Manager
marc.duclos@vertexinc.com
• Amita Prabhu, Senior Solutions Manager
amita.prabhu@vertexinc.com
• Scott Lambertson, Business Development Manager
scott.lambertson@vertexinc.com
• Steven Chi, Senior Principal Product Manager
steven.chi@oracle.com

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Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Confidential – Oracle Internal/Restricted/Highly Restricted 19