====== DynamicZip Setup window ====== Access from [[dynamiczip:windows:DynamicZip Setup Navigation]] //Permission to access this window is contained in the [[dynamiczip:setup:security:Tax Setup Task]].// \\ ===== Description ===== This window allows you to specify company-wide settings and defaults for DynamicZip. ==== Import Settings ==== **IMPORTANT:** The Rate & Boundary database must be imported anytime changes are made in this section.\\ * [[dynamiczip:features:addressing:Country Default]] for USA * Country Default for Canada * Create [[dynamiczip:glossary:zip_code_exempt_schedule|ZIP Code Exempt Schedules]]((This field removed in [[dynamiczip:install:mods:release:build74:build74|Build 74.0]])) * Use [[dynamiczip:windows:DZ Naming Rules window|Naming Rules]] for New Cities & Counties((This field removed in [[dynamiczip:install:mods:release:build74:build74|Build 74.0]])) * [[dynamiczip:glossary:Tax Schedule Note Indexes Option|Get Detail and Schedule Note Indexes]] * [[dynamiczip:glossary:taxable_states_group_id|Taxable States Group ID]]((This field added in [[dynamiczip:install:mods:release:build77:build77|Build 77.0]])) * [[dynamiczip:install:mods:allow_use_of_zip_code_tax_schedules_for_single_rate_states|Use Zip Schedules for single rate states]] ==== Address Entry: ==== * [[dynamiczip:features:Zip Addressing|ZipAddressing]] Select to enable this feature company-wide. * [[dynamiczip:glossary:Zip Code Format|USA Format]] * [[dynamiczip:glossary:Zip Code Format|Canada Format]] * [[dynamiczip:windows:Restrict By Country|Restrict By Country]] * [[dynamiczip:glossary:Select Default|Select Default]] * [[dynamiczip:setup:Auto Open Address Lookup|Open Address Lookup]] * [[dynamiczip:windows:Skip City State|Skip City & State]] * [[dynamiczip:features:addressing:Auto Correct City]] * [[dynamiczip:windows:Uppercase Addresses]] * [[dynamiczip:windows:Use Usps City Names|Use USPS City Names]] ==== Tax Schedule Selection ==== * [[dynamiczip:features:schedule_assignment:Tax Schedule Selection|Assign Tax Schedule]] Select to enable this feature company-wide. **NOTE:** Disabling this feature will also disable TBIC and Auto DZ Tax Recalculation. * [[dynamiczip:setup:Assume In City Limits]]((This field removed in [[dynamiczip:install:mods:release:build74:build74|Build 74.0]])) * [[dynamiczip:setup:Assume Taxable]] ((This field removed in [[dynamiczip:install:mods:release:build74:build74|Build 74.0]])) * [[dynamiczip:windows:Restrict By Country]] * [[dynamiczip:glossary:Select Default]] * [[dynamiczip:setup:Auto Open Tax Schedule Lookup|Open Schedule Lookup]] * [[dynamiczip:windows:Show Tax Schedule Selection Message|Show Selection Message]] * [[dynamiczip:setup:Update Blank Zip Id S Only|Update Blank & Zip ID's Only]] * [[dynamiczip:setup:Exempt Always Valid|EXEMPT Always Valid]] * [[dynamiczip:windows:Preserve Exempt]] ((This field removed in [[dynamiczip:install:mods:release:build74:build74|Build 74.0]])) * [[dynamiczip:setup:Use exempt schedules for nontaxable items|Exempt for nontaxable items]] * [[Default Tax Status]] ==== Receivables Trx Entry: ==== * [[dynamiczip:glossary:Base On Customer]] * Sales (Set the Sales Tax Schedule ID to the document Tax Schedule ID.) * Freight (Set the Freight Tax Schedule ID to the document Tax Schedule ID.) * Miscellaneous (Set the Miscellaneous Tax Schedule ID to the document Tax Schedule ID.) ==== PayablesTrx Entry: ==== * [[dynamiczip:features:Purchase Tax Accrual|Accrue Use Tax]] (Select to enable this feature.) * [[dynamiczip:setup:Accrue in POP]] * [[dynamiczip:setup:Charge Tax Expense]] * Base on Vendor * Purchases (Set the Purchase Tax Schedule ID to the document Tax Schedule ID.) * Freight (Set the FreightTax Schedule ID to the document Tax Schedule ID.) * Miscellaneous (Set the Miscellaneous Tax Schedule ID to the document Tax Schedule ID.) Please see [[dynamiczip:setup:Purchase Tax Accrual Setup|Use Tax Accrual Setup]] and [[dynamiczip:windows:purchase_tax_accrual_settings|Use Tax Accrual Settings]] for more information. ==== Sales Trx Entry: ==== * [[dynamiczip:setup:Auto DZ Tax Recalculation]] * [[dynamiczip:features:tbic:Tax By Item Category]] (TBIC) * [[dynamiczip:glossary:Use Advanced Tax Calculation]] * [[dynamiczip:setup:Always Taxed Items]] * [[dynamiczip:setup:Base Tx Freight On Lines]]((This field removed in [[dynamiczip:install:mods:release:build74:build74|Build 74.0]])) ==== Other: ==== * [[dynamiczip:glossary:DynamicZip Log File]]((Removed in [[dynamiczip:install:mods:release:build77:build77|Build 77.0]])) * [[dynamiczip:setup:security:System Password Required| Require System Password for select DynamicZip windows]] ==== Report: ==== Click the print icon to generate a report of the settings made in this window. The [[dynamiczip:reports:DZ Report Temp Report]] is used for this report. ---- [[windows|DynamicZip Windows]]\\ [[dynamiczip:setup:setup|DZ Setup]]\\ [[dynamiczip:setup:security:System Password Required]]