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dynamiczip:install:demo [2015/03/02 23:12] – external edit 127.0.0.1dynamiczip:install:demo [2017/10/11 22:13] (current) conni
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 ====== Demo Installation Checklist ====== ====== Demo Installation Checklist ======
  
-You can install and test  DynamicZip for free  in the  [[dynamiczip:glossary:Lesson Company]] by running in  [[dynamiczip:faq:Demo Mode]]. Please follow the instructions below.\\ +You can install and test  DynamicZip for free  in the  [[dynamiczip:glossary:Lesson Company]] by running in  [[dynamiczip:faq:Demo Mode]]. Please follow the instructions below. 
 ===== Installation ===== ===== Installation =====
-  * Download the appropriate version of DynamicZip from our [[kampdata:Download Page]].+ 
 +  * Download the appropriate version of DynamicZip from our [[https://www.kampdata.com/download|Download Page]].
   * [[dynamiczip:faq:DynamicZip Installation Reinstallation Faq|Install DynamicZip]].   * [[dynamiczip:faq:DynamicZip Installation Reinstallation Faq|Install DynamicZip]].
 +  * Click here for a [[https://www.kampdata.com/tech-support/53-support-videos|video tutorial on the Monthly Rate and Boundary Import]] process.
 +
 ===== Setup ===== ===== Setup =====
 +
   * Enable the DynamicZip [[dynamiczip:faq:Demo Mode]] for use with the [[dynamiczip:glossary:Lesson Company]].    * Enable the DynamicZip [[dynamiczip:faq:Demo Mode]] for use with the [[dynamiczip:glossary:Lesson Company]]. 
   * If you are not performing this demo as 'sa' or DYNSA, [[dynamiczip:glossary:Permissions|permissions]] may need to be granted to the appropriate user.   * If you are not performing this demo as 'sa' or DYNSA, [[dynamiczip:glossary:Permissions|permissions]] may need to be granted to the appropriate user.
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 ===== Routines ===== ===== Routines =====
-  - [[dynamiczip:features:import:rate_and_boundary_import|Import the sample rate & boundary database]].+ 
 +  - [[dynamiczip:features:import:rate_and_boundary_import|Import the sample rate & boundary database]].((The sample database included in the download for builds 77 and 78 is incomplete. Please download the complete sample database [[https://www.kampdata.com/download/download?path=database%252FSampleRateAndBoundaryDatabase.zip|here]].))
   - Use the [[dynamiczip:windows:DZ Customer Address Correction window]] to update the customers' addresses to match the addresses imported from the sample database.   - Use the [[dynamiczip:windows:DZ Customer Address Correction window]] to update the customers' addresses to match the addresses imported from the sample database.
   - Use the [[dynamiczip:windows:DZ Assign Customer Tax Schedules window]] to assign the appropriate [[dynamiczip:glossary:Tax Schedule ID]] to the customers' addresses.   - Use the [[dynamiczip:windows:DZ Assign Customer Tax Schedules window]] to assign the appropriate [[dynamiczip:glossary:Tax Schedule ID]] to the customers' addresses.
   - Repeat the above two steps for vendors and sites.   - Repeat the above two steps for vendors and sites.
 +
 ===== Address Entry ===== ===== Address Entry =====
-  - Test [[dynamiczip:features:Zip Addressing]] by entering or modifying an address in a customer, vendor or site address card. (You will need to use one of the ZIP codes included in the [[dynamiczip:glossary:Sample Zipsales Database|sample database]].+ 
 +  - Test [[dynamiczip:features:Zip Addressing|ZipAddressing]] by entering or modifying an address in a customer, vendor or site address card. (You will need to use one of the ZIP Codes included in the [[dynamiczip:glossary:Sample Zipsales Database|sample database]].
   - Test [[dynamiczip:features:schedule_assignment:Tax Schedule Selection]] by tabbing or clicking into the Tax Schedule ID field in the address card created or modified in the above step.   - Test [[dynamiczip:features:schedule_assignment:Tax Schedule Selection]] by tabbing or clicking into the Tax Schedule ID field in the address card created or modified in the above step.
 +
 ===== Transaction Entry ===== ===== Transaction Entry =====
 +
   * Use the [[dynamics:windows:Sales Transaction Entry window]]  to create and post invoices for one or more customers where the ship-to address is one that is included in the sample database that was imported. For this step, these invoices should have a [[dynamiczip:glossary:Shipping Type]] of Delivery. For the best results with DynamicZip tax reports, do not use [[dynamiczip:troubleshooting:issues:Multiple Ship To Reporting|multiple ship-to's]] on a single document.   * Use the [[dynamics:windows:Sales Transaction Entry window]]  to create and post invoices for one or more customers where the ship-to address is one that is included in the sample database that was imported. For this step, these invoices should have a [[dynamiczip:glossary:Shipping Type]] of Delivery. For the best results with DynamicZip tax reports, do not use [[dynamiczip:troubleshooting:issues:Multiple Ship To Reporting|multiple ship-to's]] on a single document.
     * By default Microsoft Dynamics GP uses the tax schedule assigned to the ship-to address when the shipping type is Delivery and the tax schedule assigned to the site (inventory site card) when the shipping type is Pickup. That is for sales. For purchases the results are reversed to reflect the FOB point of the transaction.     * By default Microsoft Dynamics GP uses the tax schedule assigned to the ship-to address when the shipping type is Delivery and the tax schedule assigned to the site (inventory site card) when the shipping type is Pickup. That is for sales. For purchases the results are reversed to reflect the FOB point of the transaction.
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   - Use the [[dynamiczip:windows:Report Wizard]] in the [[dynamiczip:windows:DZ Reports window]] to create a default [[dynamiczip:reports:DynamicZip Tax Reports|tax report]] for the state(s) included in the above invoices' Ship-To addresses.   - Use the [[dynamiczip:windows:Report Wizard]] in the [[dynamiczip:windows:DZ Reports window]] to create a default [[dynamiczip:reports:DynamicZip Tax Reports|tax report]] for the state(s) included in the above invoices' Ship-To addresses.
     - By default this report will be in a summary format. You can open the report option and change it to detail and/or modify the sort order and which headers and/or footers you want to show on the report.     - By default this report will be in a summary format. You can open the report option and change it to detail and/or modify the sort order and which headers and/or footers you want to show on the report.
-  - Use the [[dynamiczip:windows:DZ Reports window]] to create any number of additional [[dynamiczip:reports:DynamicZip Tax Reports]] using various [[dynamiczip:windows:dz_report_options_window|Report Options]]. By doing this you will see the great variety of ways DynamicZip is able to extract and present your sales and purchase [[dynamiczip:glossary:Transaction History Files|transaction tax history]].+  - Use the DZ Reports window to create any number of additional DynamicZip Tax Reports using various [[dynamiczip:windows:dz_report_options_window|Report Options]]. By doing this you will see the great variety of ways DynamicZip is able to extract and present your sales and purchase [[dynamiczip:glossary:Transaction History Files|transaction tax history]].
  
 ---- ----
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 [[dynamiczip:Checklists]] \\  [[dynamiczip:Checklists]] \\ 
 [[dynamiczip:faq:new_install_instructions|Installation & Setup]] \\  [[dynamiczip:faq:new_install_instructions|Installation & Setup]] \\ 
-\\  
-\\  
  
dynamiczip/install/demo.1425337968.txt.gz · Last modified: 2016/09/21 17:48 (external edit)

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