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--- dynamiczip:windows:dz_sales_batch_processing_window [2015/04/03 23:16] – external edit 127.0.0.1
+++ dynamiczip:windows:dz_sales_batch_processing_window [2019/09/13 16:02] (current) – [Tax Verification] chuck
@@ Line 5: / Line 5: @@
 //Permission to access this window is contained in the [[dynamiczip:setup:security:Sales Entry Task|Sales Entry Task]].//
-===== Window Description: =====
+===== Window Description =====
-__**Preview**__
+==== Preview ====
 Using the DZ Sales Batch Processing window Preview feature, you can report on SOP documents by batch. This report will show any discrepancies found in the documents addresses, tax schedules, customer and item taxability.
-__**Process**__
+==== Process ====
-Using the DZ Sales Batch Processing window Process feature, you can update SOP documents by batch. This process will run [[dynamiczip:features:Zip_Addressing|Zip Addressing]] and [[dynamiczip:features:schedule_assignment:tax schedule selection|DynamicZip tax schedule selection]] and then recalculate the document's tax for each document in each batch selected for processing.
+Using the DZ Sales Batch Processing window Process feature, you can update SOP documents by batch. This process will run [[dynamiczip:features:Zip_Addressing|ZipAddressing]] and [[dynamiczip:features:schedule_assignment:tax schedule selection|DynamicZip tax schedule selection]] and then recalculate the document's tax for each document in each batch selected for processing.
 This feature will open the [[dynamics:windows:Sales Transaction Entry window|Sales Transaction Entry window]] and do the processing there. The window may not refresh at the rate the processing is done and therefore not appear normal.
@@ Line 19: / Line 19: @@
 Processing was enabled with [[dynamiczip:install:mods:release:build72:Build724|Build 72.4]] and [[dynamiczip:install:mods:release:build73:Build732|Build 73.2]].
- __**Alternately**__
+===== Alternately =====
-You can use [[dynamiczip:glossary:DZ Extended Tax Recalculation|DZ Extended Tax Recalculation]] to process one document at a time or by using a macro along with the [[dynamiczip:install:mods:release:build71:Silent DZ Extended Tax Recalculation|Silent DZ Extended Tax Recalculation]] you can process multiple documents.
+You can use [[dynamiczip:glossary:dz_tax_recalculation|DZ Tax Recalculation]] or [[dynamiczip:glossary:DZ Extended Tax Recalculation|DZ Extended Tax Recalculation]] to process one document at a time or by using a macro along with the [[dynamiczip:install:mods:release:build71:Silent DZ Extended Tax Recalculation|Silent DZ Extended Tax Recalculation]] you can process multiple documents.
 The [[dynamiczip:reports:dz_report_temp_report|Report Temp]] is used to preview or review the results of this process.
@@ Line 27: / Line 27: @@
 ===== Window Actions: =====
-__**Tax Verification**__
+==== Tax Verification ====
   * Tax Verification checks the following for each document and each line-item in the selected batch:
     * Document [[dynamiczip:glossary:Tax Location|Tax Location]] (to see if it's a valid [[dynamiczip:features:Zip Addressing|Zip Address]]
-    * Customer's [[dynamiczip:glossary:Taxable Status|Taxable Status]] for the document's [[dynamiczip:glossary:Tax Location|Tax Location]]
+    * Customer's [[dynamiczip:glossary:Taxable Status|Taxable Status]] for the document's Tax Location
     * Document [[dynamiczip:features:schedule_assignment:Tax Schedule Selection|Tax Schedule Selection]]
-    * Line-Item [[dynamiczip:glossary:Tax Location|Tax Location]] (to see if it's a valid [[dynamiczip:features:Zip Addressing|Zip Address]]
+    * Line-Item Tax Location (to see if it's a valid Zip Address
-    * Customer's [[dynamiczip:glossary:Taxable Status|Taxable Status]] for the line-item's [[dynamiczip:glossary:Tax Location|Tax Location]]
+    * Customer's [[dynamiczip:glossary:Taxable Status|Taxable Status]] for the line-item's Tax Location
     * Line-Item [[dynamiczip:features:tbic:Tax By Item Category|Tax By Item Category]]
-    * Line-Item [[dynamiczip:features:schedule_assignment:Tax Schedule Selection|Tax Schedule Selection]]
+    * Line-Item Tax Schedule Selection
-  * Preview does not modify the documents - it generates a report of all problems or inconsistencies it finds.
+  * This process will modify the documents and generate a report of the results.
-  * Process will modify the documents and generate a report of the results.
+===== Known Issues =====
+  * [[dynamiczip:troubleshooting:issues:using_dz_sales_batch_processing_with_the_manufacturing_series|Using DZ Sales Batch Processing with the Manufacturing Series]]
 ----