Tax Migration

Install Schema

Run the ScriptInstall.exe executable to get the database tables, triggers, and functions put in place. 

This is found where the Tax Connector is installed.. IE: D:\Visual\localapps\webservices\SynergyTax\SynergyTax\ScriptInstall\



Import Macro's

The XML is usually found in D:\Visual\localapps\webservices\SynergyTax\TaxMacros (you'll want TaxSQLServer.xml to import)

After steps 1 and 2 are complete, take the attached .sql file and open it in SQL Server management studio.  This will move the data from 1 database to another but some mods will have to be done.

Example
To migrate from a database called Pilot1 to Pilot2, do a search and replace for LIVEDB and change it to PILOT2.  Do a search and replace for TESTDB and change to PILOT1.  

You will then need to configure JobQ service for the production DB

SQL Code:

replace LIVEDB with unconfigured Visual DB
Replace TESDB with databased used for testing

delete from LIVEDB.dbo.SRI_CUDF_TAX_CONFIG

insert into LIVEDB.dbo.SRI_CUDF_TAX_CONFIG(USER_NAME, PASSWORD, DLL_NAME, DLL_PATH, ACTIVATE, JOBQUEUE_ENGINE_STATUS, USE_TAX_EXEMPT, TAX_NAME, SUPPRESS_ZERO_TAX, FREIGHT_CODE, TEXT_CASE, NORMALIZE_ADD, ORDERSQL, ORDERFREIGHTSQL,SHIPPERSQL, SHIPPERFREIGHTSQL, QUOTESQL, REVALIDATIONSPAN, AUTO_FLAG)

SELECT USER_NAME, PASSWORD, DLL_NAME, DLL_PATH, ACTIVATE, JOBQUEUE_ENGINE_STATUS, USE_TAX_EXEMPT, TAX_NAME, SUPPRESS_ZERO_TAX, FREIGHT_CODE, TEXT_CASE, NORMALIZE_ADD, ORDERSQL, ORDERFREIGHTSQL,SHIPPERSQL, SHIPPERFREIGHTSQL, QUOTESQL, REVALIDATIONSPAN, AUTO_FLAG

FROM TESTDB.dbo.SRI_CUDF_TAX_CONFIG

INSERT INTO LIVEDB.dbo.SRI_TAXGLACCOUNT(ENTITY_ID, STATE, TAX_GL_ACCT_ID)

SELECT ENTITY_ID, STATE, TAX_GL_ACCT_ID

FROM TESTDB.dbo.SRI_TAXGLACCOUNT

insert into LIVEDB.dbo.SRI_Nexus(STATE)

select * from TESTDB.dbo.SRI_Nexus

insert into LIVEDB.dbo.SRI_TaxSettings(Name, Value, [Site])

SELECT Name, Value, [Site]

FROM TESTDB.dbo.SRI_TaxSettings

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