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dynamiczip:faq:when_run_assign_schedules_routine_faq

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dynamiczip:faq:when_run_assign_schedules_routine_faq [2015/03/05 00:24]
127.0.0.1 external edit
dynamiczip:faq:when_run_assign_schedules_routine_faq [2017/09/07 22:24] (current)
conni
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 ====== When should I run the Assign Tax Schedules routine? ====== ====== When should I run the Assign Tax Schedules routine? ======
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 The  [[dynamiczip:​windows:​dz_assign_customer_tax_schedules_window|Assign Tax Schedules routine]] scans the address records to validate and update the Tax Schedule IDs.  ​ The  [[dynamiczip:​windows:​dz_assign_customer_tax_schedules_window|Assign Tax Schedules routine]] scans the address records to validate and update the Tax Schedule IDs.  ​
 This routine should be run:  ​ This routine should be run:  ​
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    * After making changes to the [[dynamiczip:​glossary:​taxable_id|Taxable]] or [[dynamiczip:​glossary:​exempt_id|Exempt ID]] fields on the [[dynamiczip:​windows:​DZ State Setup window]]. Or alternately,​ if you are [[dynamiczip:​faq:​start_charging_tax_new_state_faq| switching a state from using Statewide Schedules to using ZIP Code schedules]].    * After making changes to the [[dynamiczip:​glossary:​taxable_id|Taxable]] or [[dynamiczip:​glossary:​exempt_id|Exempt ID]] fields on the [[dynamiczip:​windows:​DZ State Setup window]]. Or alternately,​ if you are [[dynamiczip:​faq:​start_charging_tax_new_state_faq| switching a state from using Statewide Schedules to using ZIP Code schedules]].
    * After setting or changing a customer'​s [[dynamiczip:​glossary:​Taxable Status]] in the [[dynamiczip:​windows:​DZ Customer Supplement window]]. Running this process will help ensure that all of their address records are assigned the proper tax schedule IDs.    * After setting or changing a customer'​s [[dynamiczip:​glossary:​Taxable Status]] in the [[dynamiczip:​windows:​DZ Customer Supplement window]]. Running this process will help ensure that all of their address records are assigned the proper tax schedule IDs.
-   * If you are using the expiration date setting in the Allow Overrides by State field on the [[dynamiczip:​windows:​DZ Customer Supplement window]]. This process can update the customer'​s current exempt tax schedule ID with a taxable tax schedule ID if their [[dynamiczip:​glossary:​exempt_status_expiration_date|exemption certificate has expired]].+   * If you are using the expiration date setting in the Allow Overrides by State field on the DZ Customer Supplement window. This process can update the customer'​s current exempt tax schedule ID with a taxable tax schedule ID if their [[dynamiczip:​glossary:​exempt_status_expiration_date|exemption certificate has expired]].
    * If you are importing customers into Microsoft Dynamics GP then you could run this routine after each customer import to ensure that they have the proper tax schedule IDs.    * If you are importing customers into Microsoft Dynamics GP then you could run this routine after each customer import to ensure that they have the proper tax schedule IDs.
  
dynamiczip/faq/when_run_assign_schedules_routine_faq.txt ยท Last modified: 2017/09/07 22:24 by conni