User Tools

Site Tools


dynamiczip:faq:tax_schedule_format_change

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Last revisionBoth sides next revision
dynamiczip:faq:tax_schedule_format_change [2015/12/31 22:14] chuckdynamiczip:faq:tax_schedule_format_change [2017/09/07 22:32] conni
Line 1: Line 1:
 ====== Tax Schedule ID with astrisk ====== ====== Tax Schedule ID with astrisk ======
 +
 **NOTE:** The asterisk in the Tax Schedule ID proved to be confusing and its use has been discontinued as of [[dynamiczip:install:mods:release:build74:build74|Build 74]]. **NOTE:** The asterisk in the Tax Schedule ID proved to be confusing and its use has been discontinued as of [[dynamiczip:install:mods:release:build74:build74|Build 74]].
  
 Upgrading from  DynamicZip build 71 or older to [[dynamiczip:install:mods:release:build72:build72|Build 72]] or [[dynamiczip:install:mods:release:build73:build73|Build 73]] includes a modification in the tax schedule ID format. The addition of an asterisk in position 10 is used to identify the default city and county combination when more than one city and county exists in a ZIP code. Please read the information on this page to help ensure a smooth transition to the new  [[dynamiczip:glossary:zip_code_tax_schedule_id_format|Zip Code Tax Schedule ID Format]].  Upgrading from  DynamicZip build 71 or older to [[dynamiczip:install:mods:release:build72:build72|Build 72]] or [[dynamiczip:install:mods:release:build73:build73|Build 73]] includes a modification in the tax schedule ID format. The addition of an asterisk in position 10 is used to identify the default city and county combination when more than one city and county exists in a ZIP code. Please read the information on this page to help ensure a smooth transition to the new  [[dynamiczip:glossary:zip_code_tax_schedule_id_format|Zip Code Tax Schedule ID Format]]. 
  
-**IMPORTANT: **After completing the [[dynamiczip:faq:DynamicZip Installation Reinstallation Faq|DynamicZip installation]] you must complete the [[dynamiczip:faq:rate_and_boundary_import_checklist|Import Rate & Boundary Database Checklist]] to ensure that the new tax schedule IDs are created and your customer address records are updated. Not completing the [[dynamiczip:faq:rate_and_boundary_import_checklist|Import Rate & Boundary Database Checklist]] after upgrading can result in [[dynamiczip:faq:Schedule Assigned To New Sales Faq|zero tax on new sales transactions]].+**IMPORTANT: **After completing the [[dynamiczip:faq:DynamicZip Installation Reinstallation Faq|DynamicZip installation]] you must complete the [[dynamiczip:faq:rate_and_boundary_import_checklist|Import Rate & Boundary Database Checklist]] to ensure that the new tax schedule IDs are created and your customer address records are updated. Not completing the Import Rate & Boundary Database Checklist after upgrading can result in [[dynamiczip:faq:Schedule Assigned To New Sales Faq|zero tax on new sales transactions]].
  
   * Please see the complete [[dynamiczip:faq:Upgrade Instructions]].    * Please see the complete [[dynamiczip:faq:Upgrade Instructions]]. 
 +  * 
 ===== Contract Administration ===== ===== Contract Administration =====
 +
 If you are using Contract Administration, then the new tax schedules will need to be rolled out to your existing contracts. Failing to do so can result in invoices created out of Contract Administration having incorrect or zero tax amounts. Please see the following instructions. If you are using Contract Administration, then the new tax schedules will need to be rolled out to your existing contracts. Failing to do so can result in invoices created out of Contract Administration having incorrect or zero tax amounts. Please see the following instructions.
  
-  - You must complete the [[dynamiczip:faq:rate_and_boundary_import_checklist|Import Rate & Boundary Database Checklist]] to update your tax schedules and customers before you can roll out the new tax schedules out to the contracts. **NOTE: **The two SQL queries below should be run against __both__ the SVC00600 table and the SVC00601 table.+  - You must complete the Import Rate & Boundary Database Checklist to update your tax schedules and customers before you can roll out the new tax schedules out to the contracts. **NOTE: **The two SQL queries below should be run against __both__ the SVC00600 table and the SVC00601 table.
   - The following SQL statement can help you find the contracts that have a tax schedule ID mismatch with the customer address cards.<code>SELECT SVC00600.CONTNBR, SVC00600.CUSTNMBR    - The following SQL statement can help you find the contracts that have a tax schedule ID mismatch with the customer address cards.<code>SELECT SVC00600.CONTNBR, SVC00600.CUSTNMBR 
 ,SVC00600.TAXSCHID AS 'Contract Tax ID' ,SVC00600.TAXSCHID AS 'Contract Tax ID'
dynamiczip/faq/tax_schedule_format_change.txt · Last modified: 2017/09/07 22:33 by conni

Donate Powered by PHP Valid HTML5 Valid CSS Driven by DokuWiki