Learn how to define custom fields for Vertex flexible fields in Zuora.

1. In your Zuora tenant, go to Settings > Billing > Manage Custom Fields.
2. Select Invoice Tax Fields.
3. Add a custom field with the API name in the following format: tax_vertex_flexible_code_field_[Field ID]__c
4. Click Save.

   To support Brazil's tax reforms in the Vertex O Series integration, create the custom fields required to store the Brazil-specific values passed to Vertex through flexible fields.

   Create custom fields as needed for the following values:

   • Seller Condition
   • Buyer Condition
   • Calculate Vendor Tax for procurement scenarios
   • Material Origin
   • Commodity Code Type
   • Commodity Code
   • Additional Commodity Code Type
   • Additional Commodity Code such as an NBS code, when applicable

   Create these fields in the supported object and category used by the Vertex integration, and follow the documented API name pattern for Vertex flexible fields:

   tax_vertex_flexible_code_field_[Field ID]__c

   Use these custom fields to map Brazil-specific values from your Zuora data model into the Vertex request.

   Mapping guidance:

   • Use standard fields when the required Brazil value already exists in Zuora.

   • Use custom fields when the value is implementation-specific or is not available through a standard field.

   • Ensure that the field IDs in Zuora align with the field IDs expected in your Vertex flexible-field configuration.

   Note: If your implementation uses Brazil tax reform attributes at both document and item levels, define the required custom fields for each level where Vertex expects the value. Validate the field population before promoting template changes to production.