Differences

This shows you the differences between two versions of the page.

--- dynamiczip:faq:import_zipsales_database_faq [2015/05/05 17:38] – [Import] chuck
+++ dynamiczip:faq:import_zipsales_database_faq [2015/05/05 20:02] (current) – removed chuck
@@ Line 1: / Line 1: @@
-====== Rate & Boundary Import Checklist ======
-**NOTE:** For first time installations, please be sure to complete the [[dynamiczip:faq:new install instructions]] prior to importing. Some setup options will only take effect once the import process completes. For more information, please see [[dynamiczip:features:import:Pre Import Tasks]].\\
-===== Import =====
-  - Open the [[dynamiczip:windows:DZ Rate and Boundary Import window]].
-  - Select the Import Source. Select [[dynamiczip:glossary:zipsales_database|ZIPsales Database]] or [[dynamiczip:glossary:zip2_tax_database|Zip2Tax Database]] depending on which one you have purchased.
-  - Select to import the following:
-    - [[dynamiczip:glossary:fips_codes|FIPS Codes]]
-    - [[dynamiczip:glossary:zip_address|Zip Addresses]]
-    - [[dynamiczip:glossary:tax_detail|Rates]]
-    - [[dynamiczip:glossary:tax_schedule|Boundaries]]
-    - [[dynamiczip:glossary:zip4|Zip+4]] ((If you have purchased the Zip+4 option))
-  - Verify Rates and Boundaries is optional and can be run separately.
-  - Tax on Purchases. Select this if you want to import use tax for Purchases. **NOTE:** __If you are going to import both always import Sales first.__
-  - Enter or select the [[dynamiczip:glossary:local_import_path|Local Import Path]].
-  - SQL Optimize should be selected.
-  - Path on Server is optional.
-  - Specify the [[dynamiczip:glossary:Group ID]] for the state(s) you want to import, or select [[dynamiczip:windows:Update All States Tax Schedules]].
-  - Click the Import button.
-  - Clicking the Import button starts the [[dynamiczip:features:import:rate_and_boundary_import_process|import process]].
-===== Post Import =====
-  - Once the import has finished, run the [[dynamiczip:reports:DZ Document Tax Schedule report]] to identify existing, unposted sales documents that may have [[dynamiczip:faq:Schedules Removed During Import Faq|obsolete or modified tax schedules]]. **NOTE:** Be sure to insert an [[dynamiczip:glossary:Update Number]] range restriction for limiting the report to the ZIPsales Imports that have been performed since the documents were created or recalculated.
-    - Please see [[dynamiczip:faq:Correct Invalid Schedules Faq|How do I correct invalid schedules?]] for information about correcting documents identified on the Document Schedules Report.
-    - Please see [[dynamiczip:faq:Tax Schedule Selection Messages]].
-    - Please see [[dynamiczip:glossary:DZ Extended Tax Recalculation]] and [[dynamiczip:install:mods:release:build71:Silent DZ Extended Tax Recalculation]] for available options to update the sales documents.
-  - Occasionally, a ZIP Code will be retired or the selection of valid city names will change. Use the [[dynamiczip:windows:DZ Customer Address Correction window]] to validate your customers' addresses.
-  - Frequently, the [[dynamiczip:features:import:rate_and_boundary_import|Rate & Boundary Import]] will modify [[dynamiczip:glossary:Tax Schedule ID]] which may result in some of your customers having invalid or non-existent tax schedule IDs assigned to their addresses. To correct this, open the [[dynamiczip:windows:DZ Assign Customer Tax Schedules window]] and run the process. If DynamicZip is unable to assign a tax schedule to an address, then the report generated after the process completes will show all of the exceptions and what they were caused by. For help with reading and using this report, please see [[dynamiczip:faq:Assign Schedules Report Messages]].
-----
-[[dynamiczip:faq:Frequently Asked Questions]] \\
-[[dynamiczip:Checklists]]