Build 79

This DynamicZip build is compatible with Microsoft Dynamics GP 2016 and the KampData TaxEngine v.4

Compile date: March 28, 2018

This build is substantially identical to Build 80 except that Build 80 is for use with Microsoft Dynamics GP 2018.

• Added support for use of the Thomson Reuters ONESOURCE Complete+ Database - an alternate Import Source.
• Added support for printing DynamicZip reports to pdf and xml files.

• DZ Assign Customer Tax Schedules window
  • SQL opt assign customer schedules was restricting the insert of customer address supplement records based on the customer master record's state instead of the customer address record's state. So if the customer supplement record existed, it got updated and all was well. if the record didn't exist and you weren't assigning “all states” and the customer master record was for a state not included in the assign process, missing customer supplement records did not get created. This could result in “Address supplement geocode out of sync” messages. (With a blank geocode as the start value.) Running process failed to correct this situation and eliminate the error since the process failed to create the missing address supplement record in which to save/update the geocode.
• DZ Vendor Address Supplement window
  • The ZIP+4 County field in this window should automatically get populated when the related vendor address is not in a single rate state, includes the zip+4, the DynamicZip Zip+4 module is enabled and the +4 data has been imported. This was not happening but has been fixed.
• Determine if Sales/Purchase tax schedules exist in states importing
  • This process (optimized and non-optimized) limits the tax details examined to those that are assigned to a schedule with an ID that is of either the ZIP Code format or the statewide format. For the non-optimized import, DynamicZip looked at the Type as specified in the Tax Detail Maintenance window. This is technically the correct method. For the optimized import DynamicZip was looking at character 3 of the tax detail ID where an S indicated tax on sales and a U indicated tax on purchases. The optimized import has been modified to now also look at the Type as specified in the Tax Detail Maintenance window.
• Prepopulate Address Supplement
  • This process can be run manually from the DynamicZip dropdown menu on an address supplement window such as the DZ Customer Address Supplement window. It also runs automatically as part of the rate and boundary import. This process updates the geocode and ZIP based on the customer address card and the assigned tax schedule (unless the address supplement has been locked). The process was giving priority to the tax schedule county over the Zip+4 county. This has been fixed and now the Zip+4 county will be preserved in the address supplement record. It is unlikely that this bug caused any problems as subsequent tax schedule assignments would give priority to the Zip+4 county and update/correct the address supplement accordingly.
• Update Customer Address Supplement
  • Prior to modifying the existing tax schedules, the Rate and Boundary Import process updates the address supplement geocode to agree with the address's assigned tax schedule’s geocode. When updating the address supplement geocode, the Zip+4 county now overrides the tax schedule county if they are different.

• DZ Table Status window
  • Added ability to turn debug on and off using the DynamicZip menu.
• DZ Tax Detail Supplement window
  • Added Jurisdiction Type field

• DZ Zip County Inquiry window

• DZ Zip County table

• DZ External Geocode table
• DZ Plus4 Geocode table
• DZ Purchase Tax Link table
• DZ RateSet Calculation table
• DZ Tax Detail Supplement table
• DZ Tax Schedule Supplement table
• DZ Zip2Tax on Sales Table

• DZ RateSet Index table¹⁾
• DZ Tax Detail Link table
• DZ Tax Schedule Link table

Compile date: April 24, 2018

• SQL Optimized Tax Reports Not Printing

Compile date: August 14, 2018

• Statewide exempt schedules with no description
• Complete+ import failing when path on server is blank

Compile date: pending

The SQL optimized import was failing to update the Country Code column in the DZ Zip Address Table to the value entered as the Country Code Default in the DynamicZip Setup window when that option is selected. This has been fixed. The workaround was to run the rate and boundary import with SQL Optimize not selected.

Modifications