Demo Installation Checklist

You can install and test DynamicZip for free in the Lesson Company by running in Demo Mode. Please follow the instructions below.

• Download the appropriate version of DynamicZip from our Download Page.
• Install DynamicZip.
• Click here for a video tutorial on the Monthly Rate and Boundary Import process.

• Enable the DynamicZip Demo Mode for use with the Lesson Company.
• If you are not performing this demo as 'sa' or DYNSA, permissions may need to be granted to the appropriate user.
• Open the DynamicZip Setup window to view or modify the settings. When this window is open, there is a DynamicZip drop down menu at the top of the window and one of the choices on this menu is Reset to Default Settings. If you are unsure of what to select, the default settings provide a good place to start.
  • Also enable Tax by Item Category if you would like to try out the DynamicZip item taxability by state feature.
• (Optional) Open the DZ State Setup window and using the DynamicZip drop down menu at the top of the window, Import States. When asked for a file path, browse to and select the folder that contains the DynamicZip sample database. This will import the states whose setup information is included in the sample database.
  • After importing the states, you can browse through them and assign each one the desired tax detail default posting account. The account that you assign here will be used for the credit side of sales tax charged to customers.

1. Import the sample rate & boundary database.¹⁾
2. Use the DZ Customer Address Correction window to update the customers' addresses to match the addresses imported from the sample database.
3. Use the DZ Assign Customer Tax Schedules window to assign the appropriate Tax Schedule ID to the customers' addresses.
4. Repeat the above two steps for vendors and sites.

1. Test ZipAddressing by entering or modifying an address in a customer, vendor or site address card. (You will need to use one of the ZIP Codes included in the sample database.
2. Test Tax Schedule Selection by tabbing or clicking into the Tax Schedule ID field in the address card created or modified in the above step.

• Use the Sales Transaction Entry window to create and post invoices for one or more customers where the ship-to address is one that is included in the sample database that was imported. For this step, these invoices should have a Shipping Type of Delivery. For the best results with DynamicZip tax reports, do not use multiple ship-to's on a single document.
  • By default Microsoft Dynamics GP uses the tax schedule assigned to the ship-to address when the shipping type is Delivery and the tax schedule assigned to the site (inventory site card) when the shipping type is Pickup. That is for sales. For purchases the results are reversed to reflect the FOB point of the transaction.

1. Use the Report Wizard in the DZ Reports window to create a default tax report for the state(s) included in the above invoices' Ship-To addresses.
   1. By default this report will be in a summary format. You can open the report option and change it to detail and/or modify the sort order and which headers and/or footers you want to show on the report.
2. Use the DZ Reports window to create any number of additional DynamicZip Tax Reports using various Report Options. By doing this you will see the great variety of ways DynamicZip is able to extract and present your sales and purchase transaction tax history.

Checklists
Installation & Setup