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dynamiczip:faq:automatically_select_schedule_faq

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dynamiczip:faq:automatically_select_schedule_faq [2015/05/27 15:07] – [Tax Schedule Selection for Customer, Vendor and Site cards:] chuckdynamiczip:faq:automatically_select_schedule_faq [2019/03/20 17:08] (current) conni
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 ====Tax Schedule Selection for Customer, Vendor and Site cards:==== ====Tax Schedule Selection for Customer, Vendor and Site cards:====
  
-When selecting the schedule for customer, vendor and site cards, DynamicZip uses the address on the card and the [[dynamiczip:features:schedule_assignment:address_supplement|Address Supplement]] to make the selection.+When selecting the schedule for customer, vendor and site cards, DynamicZip uses the address on the card and the [[dynamiczip:glossary:address_supplement|Address Supplement]] to make the selection.
  
 **NOTE:** Since ZIP Code [[dynamiczip:glossary:exempt_tax_schedule|Exempt Schedules]] are based on ZIP Code [[dynamiczip:glossary:taxable_tax_schedule|Taxable Schedules]], DynamicZip will not use a ZIP Code Exempt Schedule unless the matching ZIP Code Taxable Schedule exists. **NOTE:** Since ZIP Code [[dynamiczip:glossary:exempt_tax_schedule|Exempt Schedules]] are based on ZIP Code [[dynamiczip:glossary:taxable_tax_schedule|Taxable Schedules]], DynamicZip will not use a ZIP Code Exempt Schedule unless the matching ZIP Code Taxable Schedule exists.
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 When DynamicZip automatically selects a tax schedule for a particular address, State Setup is queried to see if [[dynamiczip:glossary:statewide_tax_schedule|statewide tax schedule(s)]] have been specified for the state (based on the state code in the address - the ZIP Code and City are ignored). When DynamicZip automatically selects a tax schedule for a particular address, State Setup is queried to see if [[dynamiczip:glossary:statewide_tax_schedule|statewide tax schedule(s)]] have been specified for the state (based on the state code in the address - the ZIP Code and City are ignored).
  
-If a statewide Taxable ID has not been specified, then DynamicZip queries the [[dynamiczip:tables:dz_tax_schedule_supplement_table|DZ Tax Schedule Supplement table]] to find the best match for the city, county((if known)), state and zip.+If a statewide Taxable ID has not been specified, then DynamicZip queries the [[dynamiczip:tables:dz_tax_schedule_supplement_table|DZ Tax Schedule Supplement table]] to find the best match for the city, county (if known), state and zip.
  
 If a Statewide Taxable ID has been assigned, all ZIP Code tax schedules (taxable and exempt) are ignored for this address.  If a Statewide Taxable ID has been assigned, all ZIP Code tax schedules (taxable and exempt) are ignored for this address. 
  
-If DynamicZip finds one and only one tax schedule for the address, then that tax schedule is automatically assigned. If more than one tax schedule is found, then further processes must run to determine which schedule is correct. More than one tax schedule is frequently the case, as there are usually at least two schedules (one exempt and one taxable) for every address.+If DynamicZip finds one and only one tax schedule for the address, then that tax schedule is automatically assigned. If more than one tax schedule is found, then [[dynamiczip:faq:tax_schedule_selection_logic_faq|further processes]] must run to determine which schedule is correct. More than one tax schedule is frequently the case, as there are usually at least two schedules (one exempt and one taxable) for every address.
  
-The [[dynamiczip:windows:dz_customer_supplement_window|DynamicZip Customer Supplement]] allows you to specify that for all addresses entered for a particular customer, DynamicZip should handle tax schedule assignments as follows:+The [[dynamiczip:windows:dz_customer_supplement_window|DynamicZip Customer Supplement window]] allows you to specify that for all addresses entered for a particular customer, DynamicZip should handle tax schedule assignments as follows:
  
 **Default:** The default is to assume taxable. The end result is the same as it would be if this customer supplement record did not exist. **Default:** The default is to assume taxable. The end result is the same as it would be if this customer supplement record did not exist.
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 **Ask:** This choice will cause DynamicZip to override the DynamicZip Setup option to Assume Taxable for this customer. If both taxable and exempt schedules exist for this address, DynamicZip will prompt the user for the correct choice. **Ask:** This choice will cause DynamicZip to override the DynamicZip Setup option to Assume Taxable for this customer. If both taxable and exempt schedules exist for this address, DynamicZip will prompt the user for the correct choice.
  
-If DynamicZip finds more than one possible tax schedule for the current address after any limitations imposed by the [[dynamiczip:windows:DZ State Setup window]] and the [[dynamiczip:windows:DZ Customer Supplement window]] then an automatic selection will be made subject to the Tax Schedule Assignment options specified in the [[dynamiczip:windows:DynamicZip Setup window]]. +If DynamicZip finds more than one possible tax schedule for the current address after any limitations imposed by the [[dynamiczip:windows:DZ State Setup window]] and the DZ Customer Supplement window then an automatic selection will be made subject to the Tax Schedule Assignment options specified in the [[dynamiczip:windows:DynamicZip Setup window]]. 
  
 If an automatic selection cannot be made, then the user will be prompted to manually select the tax schedule. If an automatic selection cannot be made, then the user will be prompted to manually select the tax schedule.
  
-If the option [[dynamiczip:windows:Show Tax Schedule Selection Message]] has been selected in the [[dynamiczip:windows:DynamicZip Setup window]] then a message box will pop up informing the user why DynamicZip was unable to automatically make the selection.+If the option [[dynamiczip:windows:Show Tax Schedule Selection Message]] has been selected in the DynamicZip Setup window then a message box will pop up informing the user why DynamicZip was unable to automatically make the selection.
  
 Please see [[dynamiczip:faq:tax_schedule_selection_logic_faq|Tax Schedule Selection Logic FAQ]] for more information. Please see [[dynamiczip:faq:tax_schedule_selection_logic_faq|Tax Schedule Selection Logic FAQ]] for more information.
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-[[dynamiczip:faq:Frequently Asked Questions]] +[[dynamiczip:faq:Frequently Asked Questions|FAQ]] 
  
dynamiczip/faq/automatically_select_schedule_faq.1432739228.txt.gz · Last modified: 2015/05/27 15:07 by chuck

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