DynamicZip Routines Navigation » select Assign Customer Tax Schedules.

Permission to access this window is granted to the Customer Cards Task.

The DZ Assign Customer Tax Schedules window lets you automatically update the customer address master records with the proper Tax Schedule ID. Please see Automatically Select Schedule Faq for more information.

• Please see Assign Schedules Report Messages for more information about the report generated by this window.
• When should I run the Assign Tax Schedules routine?.

• Limit to Range (of Customer IDs)
• Limit by date address created
• Assume Taxable ¹⁾
  • NOTE: If you create exempt tax schedules and do not select Assume Taxable this process will be unable to determine which schedule to use.
• Restrict by Country Code ²⁾
• Select Default
• Assume In City Limits ³⁾
• Update Blank & Zip ID’s Only
• EXEMPT Always Valid ⁴⁾
• Exceptions Reported ⁵⁾
• Report Level ⁶⁾
• Update All States
• Group ID
• States Included
• Sql Optimized Tax Schedule Assignment

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