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--- dynamiczip:faq:when_run_assign_schedules_routine_faq [2015/03/05 00:24] – external edit 127.0.0.1
+++ dynamiczip:faq:when_run_assign_schedules_routine_faq [2017/09/07 22:24] (current) – conni
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 ====== When should I run the Assign Tax Schedules routine? ======
 The  [[dynamiczip:windows:dz_assign_customer_tax_schedules_window|Assign Tax Schedules routine]] scans the address records to validate and update the Tax Schedule IDs.
 This routine should be run:
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    * After making changes to the [[dynamiczip:glossary:taxable_id|Taxable]] or [[dynamiczip:glossary:exempt_id|Exempt ID]] fields on the [[dynamiczip:windows:DZ State Setup window]]. Or alternately, if you are [[dynamiczip:faq:start_charging_tax_new_state_faq| switching a state from using Statewide Schedules to using ZIP Code schedules]].
    * After setting or changing a customer's [[dynamiczip:glossary:Taxable Status]] in the [[dynamiczip:windows:DZ Customer Supplement window]]. Running this process will help ensure that all of their address records are assigned the proper tax schedule IDs.
-   * If you are using the expiration date setting in the Allow Overrides by State field on the [[dynamiczip:windows:DZ Customer Supplement window]]. This process can update the customer's current exempt tax schedule ID with a taxable tax schedule ID if their [[dynamiczip:glossary:exempt_status_expiration_date|exemption certificate has expired]].
+   * If you are using the expiration date setting in the Allow Overrides by State field on the DZ Customer Supplement window. This process can update the customer's current exempt tax schedule ID with a taxable tax schedule ID if their [[dynamiczip:glossary:exempt_status_expiration_date|exemption certificate has expired]].
    * If you are importing customers into Microsoft Dynamics GP then you could run this routine after each customer import to ensure that they have the proper tax schedule IDs.