The large water supplier and distributor has implemented JD Edwards Advanced Pricing; however, they lack the internal sales tax expertise to fully utilize the system’s tax features. They required an experienced JD Edwards team to improve system configurations for specific pricing structures and automate the mapping of system prices to customer invoices.

This client also recently sold a portion of their company to a larger corporate organization, requiring the collection of sales tax on the locations in which they ship their products. Because their internal team did not previously have to complete manual tax calculations, Surety was brought in to support key tax calculation and invoicing operations. We helped their team understand how to calculate sales tax, factor it into costs, and translate it directly onto the invoices paid to their different entities. 

Ultimately, our team transformed a high-risk manual tax process into a streamlined system feature, ensuring the client could successfully navigate their corporate transition while maintaining total integrity across their billing and distribution cycles.

For more information about our JD Edwards consulting services, contact us today.