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dynamiczip:faq:why_would_tax_schedule_selection_fail_to_work

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dynamiczip:faq:why_would_tax_schedule_selection_fail_to_work [2015/06/09 21:38] – [Base Taxable Status] chuckdynamiczip:faq:why_would_tax_schedule_selection_fail_to_work [2015/06/09 21:54] – conni
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   * If Base Taxable Status is set to **Exempt**, only tax schedules that are [[dynamiczip:glossary:exempt_tax_schedule|Exempt Tax Schedules]] will be considered valid for this customer.   * If Base Taxable Status is set to **Exempt**, only tax schedules that are [[dynamiczip:glossary:exempt_tax_schedule|Exempt Tax Schedules]] will be considered valid for this customer.
   * If Base Taxable Status is set to **Ask** and:   * If Base Taxable Status is set to **Ask** and:
-    * no tax schedule is currently selected for this address and a taxable and an exempt tax schedule exist for this location, then no tax schedule will be automatically selected.+    * 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 selected.
     * 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 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      * a tax schedule is currently selected for this address that has a matching zip then 
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     - If clicking or tabbing into the Tax Schedule ID field is not triggering DynamicZip tax schedule selection, open the [[dynamiczip:windows:dz_trigger_setup_window|DZ Trigger Setup window]] and verify that the **Customer Address Maint Tax Schedule ID** trigger has not been disabled.     - If clicking or tabbing into the Tax Schedule ID field is not triggering DynamicZip tax schedule selection, open the [[dynamiczip:windows:dz_trigger_setup_window|DZ Trigger Setup window]] and verify that the **Customer Address Maint Tax Schedule ID** trigger has not been disabled.
   - 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:windows:tax_schedule_maintenance_window|Tax Schedule Maintenance window]] and then select DZ Tax Schedule Supplement from the Additional Menu. In the [[dynamiczip:windows:dz_tax_schedule_supplement_window|DZ Tax Schedule Supplement window]] verify that the Geocode, Tax Location and Zip fields are not blank and that they are in sync with the tax schedule ID and the tax schedule description. If there appears to be a problem with this record, consider using the [[dynamiczip:windows:dz_rate_and_boundary_import_window|DZ Rate And Boundary Import window]] to refresh the tax details and schedules.   - 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:windows:tax_schedule_maintenance_window|Tax Schedule Maintenance window]] and then select DZ Tax Schedule Supplement from the Additional Menu. In the [[dynamiczip:windows:dz_tax_schedule_supplement_window|DZ Tax Schedule Supplement window]] verify that the Geocode, Tax Location and Zip fields are not blank and that they are in sync with the tax schedule ID and the tax schedule description. If there appears to be a problem with this record, consider using the [[dynamiczip:windows:dz_rate_and_boundary_import_window|DZ Rate And Boundary Import window]] to refresh the tax details and schedules.
 +
 +----
 +[[dynamiczip:faq:Frequently Asked Questions]] \\ 
 +[[dynamiczip:troubleshooting:Troubleshooting]] 
 +
dynamiczip/faq/why_would_tax_schedule_selection_fail_to_work.txt · Last modified: 2017/09/07 18:44 by conni
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