======Document Tax Schedule Report====== //Reports >> DynamicZip>> select Document Schedules from the DZ Reports drop down menu// //Permission to print this report is granted to the [[dynamiczip:setup:security:Sales Reports Task]].// **Note:** Prior to [[dynamiczip:install:mods:release:build71:build71|Build 71]] this report was named "Invalid Schedules". This report process scans through the [[dynamiczip:glossary:transaction_work_files|Transaction Work Files]] and generates a report of any transactions containing an incorrect or questionable tax schedule ID. ====When and Why Should I Run the Document Schedules Report?==== This report will identify all transactions whose [[dynamiczip:glossary:Tax Schedule]] is [[dynamiczip:glossary:invalid_tax_schedule|invalid]] as a result of being modified or removed during the [[dynamiczip:features:import:rate_and_boundary_import|import process]]. Please see [[dynamiczip:faq:correct_invalid_schedules_faq|How do I correct invalid schedules?]] for information about correcting documents identified on the Document Schedules Report. ====To run the DZ Document Tax Schedule report:==== - Open the [[dynamiczip:windows:dz_reports_window|DZ Reports window]]. - Select Document Schedules from the Reports list. - If a report option does not already exist, then click New to create one. Otherwise, select the existing report option, and click Modify. - The [[dynamiczip:windows:DZ Report Options window]] should open. If creating a new report, then type a name for the Option. - Select a sort option from the Primary Sort list. - Select the Source. - Insert a range of [[dynamiczip:glossary:update_number|Update Numbers]] to include in the report. You should limit this range to the update that has been run since the transactions were entered/last updated. Typically, this number will be the most recent import's Update Number on the [[dynamiczip:windows:DZ View Update History window]] - Press the Save button. - On the DZ Reports window select the report option and press the Insert button. - Press the Print button. For an explanation of report messages see [[dynamiczip:faq:Tax Schedule Selection Messages]]. ---- [[dynamiczip:reports:reports|DynamicZip Reports]]