When new sales documents are created, Microsoft Dynamics GP automatically assigns a tax schedule to the document. This is a function of Microsoft Dynamics GP and additional information on this feature should be available in your Microsoft Dynamics GP documentation and Online Help.

DynamicZip Assign Schedules is enabled when all of the following are true:

• DynamicZip is installed and enabled on the current workstation
• Assign Tax Schedule is selected in the DynamicZip Setup window
• The SOP Header Ship To trigger is enabled in the DZ Trigger Setup window
• The problem of no tax schedule being assigned is occurring in the Sales Transaction Entry window

If all of the above are not true, then troubleshoot using the When DynamicZip Assign Schedules is not enabled section below.

The DynamicZip Automatic Tax Schedule Selection process will run when a customer is selected for the new SOP document. Troubleshooting information related to Automatic Tax Schedule Selection failing to assign a tax schedule can be found in this link: Why would tax schedule selection fail to work?

• If the tax schedule ID assigned to the customer address or IV Site no longer exists, then it will not be assigned to the sales document. Please see Schedules Removed During Import FAQ for more information.
• There must be a Shipping Method assigned to the customer's ship-to address in Customer Address Maintenance prior to creating the sales document.
  • If the Shipping Method has a Shipping Type of Delivery, then the customer's ship-to address tax schedule ID will be assigned.
  • If the Shipping Method has a Shipping Type of Pickup, then the tax schedule ID specified in Inventory Site Maintenance will be assigned.
• If the Shipping Method has a Shipping Type of Delivery, then there must be a tax schedule ID assigned to the customer's ship-to address in Customer Address Maintenance prior to creating the sales document.
• If the Shipping Method has a Shipping Type of Pickup, then there must be a tax schedule ID assigned to the inventory site in Site Maintenance prior to creating the sales document.

NOTE: These suggestions were made assuming that the “Use Shipping Method when Selecting Default Tax Schedule” setting is selected in the Company Setup Options window (Tools » Setup » Company » Company » Press the Options button).

Frequently Asked Questions