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dynamiczip:faq:exempt_county_by_customer_faq

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dynamiczip:faq:exempt_county_by_customer_faq [2015/05/20 20:46] connidynamiczip:faq:exempt_county_by_customer_faq [2017/09/07 20:21] (current) conni
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   - Open the [[dynamiczip:windows:DZ State Setup window]] and create the state of MB.   - Open the [[dynamiczip:windows:DZ State Setup window]] and create the state of MB.
-  - Once MB has been saved in the [[dynamiczip:windows:DZ State Setup window]] run the [[dynamiczip:setup:Create Statewide Taxable Schedules]] process.+  - Once MB has been saved in the DZ State Setup window run the [[dynamiczip:setup:Create Statewide Taxable Schedules]] process.
   - On the first pop-up window choose "Continue"   - On the first pop-up window choose "Continue"
   - On the second pop-up window choose "No"   - On the second pop-up window choose "No"
-  - After the process completes close the [[dynamiczip:windows:DZ State Setup window]]+  - After the process completes close the DZ State Setup window. 
   - Open the [[dynamics:windows:Tax Schedule Maintenance window]].    - Open the [[dynamics:windows:Tax Schedule Maintenance window]]. 
   - Pull up the [[dynamiczip:glossary:Tax Schedule]] "MBTAXABLE", and add the following [[dynamiczip:glossary:Tax Detail]] to it;CNSSCANADAS001,CNSNMANITOB001X.    - Pull up the [[dynamiczip:glossary:Tax Schedule]] "MBTAXABLE", and add the following [[dynamiczip:glossary:Tax Detail]] to it;CNSSCANADAS001,CNSNMANITOB001X. 
-  - Remove the "MBTAXABLE" [[dynamiczip:glossary:Tax Detail]] from the "MBTAXABLE" [[dynamiczip:glossary:Tax Schedule]].  +  - Remove the "MBTAXABLE" Tax Detail from the "MBTAXABLE" Tax Schedule.  
-  - Save and close the [[dynamics:windows:Tax Schedule Maintenance window]]+  - Save and close the Tax Schedule Maintenance window. 
   - Open the [[dynamiczip:windows:DynamicZip Setup window]].    - Open the [[dynamiczip:windows:DynamicZip Setup window]]. 
   - Enable [[dynamiczip:setup:update_blank_zip_id_s_only|Update Blank & Zip ID's Only]] (If it is already enabled you can skip this step).   - Enable [[dynamiczip:setup:update_blank_zip_id_s_only|Update Blank & Zip ID's Only]] (If it is already enabled you can skip this step).
-  - Save and close the [[dynamiczip:windows:DynamicZip Setup window]]+  - Save and close the DynamicZip Setup window. 
   - Open the [[dynamics:windows:Customer Maintenance window]] and pull up the customer who is exempt from the Manitoba county tax.   - Open the [[dynamics:windows:Customer Maintenance window]] and pull up the customer who is exempt from the Manitoba county tax.
   - Pull up the customer's Manitoba Address ID, and enter "MBTAXABLE" into that Address ID's Tax Schedule ID field.    - Pull up the customer's Manitoba Address ID, and enter "MBTAXABLE" into that Address ID's Tax Schedule ID field. 
-  - Save and close the [[dynamics:windows:Customer Maintenance window]]+  - Save and close the Customer Maintenance window. 
    
-After completing the above process the [[dynamiczip:faq:rate_and_boundary_import_checklist|Rate & Boundary Import]] [[dynamiczip:windows:DZ Assign Customer Tax Schedules window|Assign Tax Schedules]] routines should not effect the changes made. You should only need to undertake this process once.+After completing the above process the [[dynamiczip:faq:rate_and_boundary_import_checklist|Rate & Boundary Import]] and [[dynamiczip:windows:DZ Assign Customer Tax Schedules window|Assign Tax Schedules]] routines should not affect the changes made. You should only need to undertake this process once.
    
 If you have any other customers who are in Manitoba and are exempt from the Manitoba county tax you can repeat steps 13 through 15. If you have any other customers who are in Manitoba and are exempt from the Manitoba county tax you can repeat steps 13 through 15.
dynamiczip/faq/exempt_county_by_customer_faq.txt · Last modified: 2017/09/07 20:21 by conni

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