Differences

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

--- dynamiczip:windows:set_exempt_customer_taxable_status_menu [2017/08/30 18:40] – conni
+++ dynamiczip:windows:set_exempt_customer_taxable_status_menu [2019/10/07 19:05] (current) – chuck
@@ Line 1: / Line 1: @@
-======Set Exempt Customer Taxable Status menu======
+======Set Customer Taxable Status menu======
-This feature is available via the menu choice DynamicZip > Set Exempt Customer Taxable Status in the [[dynamiczip:windows:DZ Customer Supplement window]].
+This feature is available via the menu choice DynamicZip > Set Customer Taxable Status in the [[dynamiczip:windows:DZ Customer Supplement window]].
-This process will scan through the current company's Customer Address Cards and if all the addresses for a customer have [[dynamiczip:glossary:Exempt Tax Schedule]] assigned to them, that customer's [[dynamiczip:glossary:Taxable Status]] will be changed to Exempt. Also, the customer's Allow Override by State will be set to false.
+This process will scan through the current company's Customer Address Cards and if none of a customer's addresses have exempt schedules assigned to them, that customer will be set to Taxable. Otherwise, if none of that customer's addresses have taxable schedules assigned to them, the customer will be set to Exempt. If a customer has a mix of taxable and exempt schedules assigned to its addresses, this process will not modify that customer's base taxable status.
 When you select this menu option you will be given the choice to see a **Preview** report only or to actually **Update** the [[dynamiczip:tables:DZ Customer Supplement table]] and see a report of the Update or to **Cancel** the menu selection.