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dynamiczip:faq:reports_sorting_properly_faq

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dynamiczip:faq:reports_sorting_properly_faq [2015/03/06 20:17] (current)
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 +====== Why aren't my reports sorting properly? ======
  
 +The [[dynamiczip:​tables:​dz_tax_detail_supplement_table|DynamicZip™ Tax Detail Supplement table]] contains much of the information that is used to sort the DynamicZip Reports. This table is created and maintained automatically as part of the [[dynamiczip:​features:​import:​rate_and_boundary_import|Rate & Boundary import Database import]] process. If you create your own tax details, you will need to enter the appropriate information into this table by hand.
 +
 +Tax reports are typically sorted by location. DynamicZip allows you to use the location specified in the document'​s ship-to address or the location specified in the Tax Detail Supplement table. This selection is made in the [[dynamiczip:​windows:​dz_report_options_window|DZ Report Options window]]. Normally you should select Tax Detail Supplement as the address source. The ship-to address option is provided primarily for internal audits.
 +
 +If you select the Tax Detail Supplement as the address source, the Tax Detail Supplement table must contain the location information pertinent to each tax detail. This information includes the state code as well as the city and/or county if appropriate. This table is created and maintained automatically as part of the Rate & Boundary Database import process. If you create your own tax details, you will need to enter the appropriate information into this table by hand. The table can be accessed via ‘Additional’ available while the Tax Detail Maintenance window is open. (The Tax Detail Supplement Maintenance window will stay synchronized with the Tax Detail Maintenance window as you browse through the tax details.)
 +
 +If you select the Tax Detail Supplement as the address source, using a sort order or range restriction of ZIP Code will be ineffective because there are no ZIP Codes stored in the Tax Detail Supplement table.
 +
 +If you select Ship-to Address as the address source, using a sort order or range restriction of county will be ineffective unless you have the [[dynamiczip:​features:​zip4_option|Zip4 Option]] and the address includes the full ZIP Code with the 4 digit extension. (Without that, DynamicZip has no way to identify the county based on the ship-to address.)
 +Transactions originating in Receivables Transaction Entry are given an Address ID during data entry but no ship-to address information is retained as part of the transaction history. As a result, selecting the Ship-to Address as the address source for these transactions will be ineffective.
 +
 +----
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 +[[dynamiczip:​faq:​Frequently Asked Questions]] ​
dynamiczip/faq/reports_sorting_properly_faq.txt · Last modified: 2015/03/06 20:17 (external edit)