Differences

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

--- dynamiczip:faq:import_zipsales_database_faq [2015/05/05 19:55] – [After Import Completes] 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]].
-===== After Import Completes =====
-==== Validate and Update Addresses ====
-  * [[dynamiczip:windows:dz_customer_address_correction_window|DZ Customer Address Correction window]]
-  * [[dynamiczip:windows:dz_site_address_correction_window|DZ Site Address Correction window]]
-  * [[dynamiczip:windows:dz_vendor_address_correction_window|DZ Vendor Address Correction window]]
-==== Assign Tax Schedules ====
-  * [[dynamiczip:windows:dz_assign_customer_tax_schedules_window|DZ Assign Customer Tax Schedules window]]
-  * [[dynamiczip:windows:dz_assign_site_tax_schedules_window|DZ Assign Site Tax Schedules window]]
-  * [[dynamiczip:windows:dz_assign_vendor_tax_schedules_window|DZ Assign Vendor Tax Schedules window]]
-==== Update tax on unposted transactions ====
-If you want to roll the tax rate and boundary changes out to existing documents, please see:
-  * [[dynamiczip:windows:dz_sales_batch_processing_window|DZ Sales Batch Processing window]]
-  * [[dynamiczip:reports:DZ Document Tax Schedule report]]
-----
-[[dynamiczip:faq:Frequently Asked Questions]] \\
-[[dynamiczip:Checklists]]