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Set Customer Taxable Status menu

This feature is available via the menu choice DynamicZip > Set Customer Taxable Status in the DZ Customer Supplement window.

This process will scan through the current company's Customer Address Cards and if none of a customer's addresses have exempt schedules assigned to them, that customer will be set to Taxable. Otherwise, if none of that customer's addresses have taxable schedules assigned to them, the customer will be set to Exempt. If a customer has a mix of taxable and exempt schedules assigned to its addresses, this process will not modify that customer's base taxable status.

When you select this menu option you will be given the choice to see a Preview report only or to actually Update the DZ Customer Supplement table and see a report of the Update or to Cancel the menu selection.

This feature was added with Build 72.

DynamicZip Menu

dynamiczip/windows/set_exempt_customer_taxable_status_menu.txt · Last modified: 2019/10/07 19:05 by chuck