dynamiczip:faq:why_would_tax_schedule_selection_fail_to_work
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dynamiczip:faq:why_would_tax_schedule_selection_fail_to_work [2015/06/01 19:25] – [Tax Schedule Selection section] chuck | dynamiczip:faq:why_would_tax_schedule_selection_fail_to_work [2015/07/24 19:39] – [Why would tax schedule selection fail to work?] chuck | ||
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* [[dynamiczip: | * [[dynamiczip: | ||
* [[dynamiczip: | * [[dynamiczip: | ||
+ | |||
+ | Tax schedules assignment can also be triggered automatically while the user is entering transactions as well as when creating or editing customer, vendor and/or site addresses. | ||
There are several things that can affect the DynamicZip [[dynamiczip: | There are several things that can affect the DynamicZip [[dynamiczip: | ||
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* If Base Taxable Status is set to **Default** or **Taxable**, | * If Base Taxable Status is set to **Default** or **Taxable**, | ||
* If Base Taxable Status is set to **Exempt**, only tax schedules that are [[dynamiczip: | * If Base Taxable Status is set to **Exempt**, only tax schedules that are [[dynamiczip: | ||
- | * If Base Taxable Status is set to **Ask**, no tax schedule will be selected for this customer. | + | * If Base Taxable Status is set to **Ask** |
+ | * no tax schedule is currently selected for this address and both taxable and exempt tax schedules exist for this location, then no tax schedule will be automatically | ||
+ | * a tax schedule is currently selected for this address but it is for a different zip, then the existing tax schedule will be ignored and no tax schedule will be automatically selected. | ||
+ | * a tax schedule is currently selected for this address that has a matching zip then | ||
+ | * if the currently selected tax schedule is taxable, the Base Taxable Status will be considered to be Taxable and only tax schedules that are **not** [[dynamiczip: | ||
+ | * if the currently selected tax schedule is exempt, the Base Taxable Status will be considered to be Exempt and only tax schedules that are [[dynamiczip: | ||
===== Troubleshooting ===== | ===== Troubleshooting ===== | ||
As a general rule, the quickest way to determine why a customer' | As a general rule, the quickest way to determine why a customer' | ||
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- If clicking or tabbing into the Tax Schedule ID field is not triggering DynamicZip tax schedule selection, open the [[dynamiczip: | - If clicking or tabbing into the Tax Schedule ID field is not triggering DynamicZip tax schedule selection, open the [[dynamiczip: | ||
- If there is only one valid choice for the address (or select default is selected in DynamicZip Setup) then open that tax schedule in the [[dynamics: | - If there is only one valid choice for the address (or select default is selected in DynamicZip Setup) then open that tax schedule in the [[dynamics: | ||
+ | |||
+ | ---- | ||
+ | [[dynamiczip: | ||
+ | [[dynamiczip: | ||
+ |
dynamiczip/faq/why_would_tax_schedule_selection_fail_to_work.txt · Last modified: 2017/09/07 18:44 by conni