Differences

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

--- dynamiczip:features:import:rate_and_boundary_import_process [2015/04/28 17:05] – external edit 127.0.0.1
+++ dynamiczip:features:import:rate_and_boundary_import_process [2015/05/27 22:46] (current) – [Rate & Boundary Import Process] chuck
@@ Line 1: / Line 1: @@
-====== Rate & Boundary Import Process ======
+====== Rate and Boundary Import Process ======
-The [[dynamics:dynamics|Microsoft Dynamics GP]] [[dynamiczip:glossary:Tax Detail]] and [[dynamiczip:glossary:Tax Schedule]] can be created and/or updated using the [[dynamiczip:windows:DZ Rate and Boundary Import window]] or in [[dynamiczip:install:mods:release:build74:build74|Build 74]] and later, the [[dynamiczip:windows:DZ Rate and Boundary Import window]] The import process reads the ASCII text files included in the [[dynamiczip:glossary:rate_and_boundary_database|Rate & Boundary Database]] and updates the tax records in the accounting system based on the information contained in that database. This import can be run in [[dynamiczip:glossary:sql_optimized|SQL Optimized]] or non-optimized mode.
+The [[dynamics:dynamics|Microsoft Dynamics GP]] [[dynamiczip:glossary:Tax Detail]] and [[dynamiczip:glossary:Tax Schedule]] can be created and/or updated using the [[dynamiczip:windows:DZ Rate and Boundary Import window]]. The import process reads the ASCII text files included in the [[dynamiczip:glossary:rate_and_boundary_database|Rate & Boundary Database]] and updates the tax records in the accounting system based on the information contained in that database. This import can be run in [[dynamiczip:glossary:sql_optimized|SQL Optimized]] or non-optimized mode.
-For help with running the import, please see [[dynamiczip:faq:import_zipsales_database_faq|How do I import the rate and boundary database?]]
+For help with running the import, please see [[dynamiczip:faq:rate_and_boundary_import_checklist|How do I import the rate and boundary database?]]
 ===== Affected by the Import =====
-  * [[dynamiczip:glossary:Zip Code Tax Schedule]] (Subject to the related tax details' [[dynamiczip:glossary:Import Status]] )
+  * Dynamics Tax Schedules ((Subject to the related import status))
-  * Currently active tax details that use the [[dynamiczip:features:white_papers:dynamic_zip_tax_detail_id_format|DynamicZip Tax Detail ID Format]] (Subject to the tax detail's [[dynamiczip:glossary:Import Status]] )
+  * Dynamics Tax Details ((Subject to the related import status))
-  * The related records in the [[dynamiczip:tables:DZ Tax Schedule Supplement table]]
+  * The [[dynamiczip:tables:DZ Tax Schedule Supplement table]]
-  * The related records in the [[dynamiczip:tables:DZ Tax Detail Supplement table]]
+  * The [[dynamiczip:tables:DZ Tax Detail Supplement table]]
-  * The related records in the [[dynamiczip:tables:DZ Zip Address table]]
+  * The [[dynamiczip:tables:DZ Zip Address table]]
-  * The related records in the [[dynamiczip:tables:DZ Geocode Master table]]
+  * The [[dynamiczip:tables:DZ Geocode Master table]]
+  * The [[dynamiczip:tables:dz_plus4_geocode_table|DZ Plus4 Geocode table]] ((If Zip+4 is enabled))
   * A record of the import process is added to the [[dynamiczip:tables:DZ Update History table]]
   * Modifications to tax schedules are recorded in the [[dynamiczip:tables:DZ Tax Schedule Update table]]
+  * Modifications to tax details are recorded in the [[dynamiczip:tables:dz_tax_detail_modifications_table|DZ Tax Detail Modifications table]]
 ===== Settings Affecting the Import =====
@@ Line 19: / Line 21: @@
   * Selections made in the [[dynamiczip:windows:DZ State Setup window]]
   * [[dynamiczip:glossary:Import Status]] selected in the [[dynamiczip:windows:DZ Tax Detail Supplement window]]
-  * Place Names that can be viewed and modified in the [[dynamiczip:windows:DZ FIPS Code Maintenance window]]
+  * [[dynamiczip:glossary:Import Status]] selected in the [[dynamiczip:windows:DZ Tax Schedule Supplement window]]
-  * The Naming Rules for new cities & counties that can be viewed and modified in the [[dynamiczip:windows:DZ Naming Rules window]]
-===== Import Processes =====
-  * The [[dynamiczip:glossary:prepopulate_address_supplement|Pre-populate Address Supplement]] processes
-  * Initial import of ZIPsales Database text files
-  * Purge zip addresses
-  * Remove duplicate records
-  * Handle In/Out city limits
-  * Add single county ZIPs //(Only with the [[dynamiczip:features:Zip4 Option|Zip+4 Option]] )//
-  * Validate tax schedules
-  * Update tax details
-  * Build city limits schedules
-  * Assign detail IDs
-  * [[dynamiczip:windows:Track Tax Free Jurisdictions]] //(when enabled)//
-  * [[dynamiczip:install:mods:release:build70:zipsales_import_purchases_sales_conflict|Synchronize sales & purchase tax schedules]]
-  * Update schedule descriptions
-  * Assign tax schedule IDs
-  * Create tax schedules
-  * Log tax detail import status
-  * Update [[dynamiczip:glossary:Tax Schedule]]
-  * Update exempt tax schedules
-  * Remove reserve tax detail IDs
-  * Scan for unused [[dynamiczip:glossary:Zip Code Tax Schedule]]
-  * Remove unused [[dynamiczip:glossary:Zip Code Tax Schedule]]
-  * Flag modified schedules
-  * Update administrator table
-  * Purge overlapping records from the ZIP+4 file //(Only with the [[dynamiczip:features:Zip4 Option|Zip+4 Option]] )//
 [[dynamiczip:glossary:Glossary]]\\