====== DynamicZip Frequently Asked Questions ====== Please select the relevant category from the options on the right tool bar to view the related list of FAQs. ===== Installation, Setup, and Upgrades ===== * [[dynamiczip:faq:new_install_instructions|How do I setup a new installation of DynamicZip?]] * [[dynamiczip:faq:Upgrade Instructions|How do I upgrade DynamicZip?]] * [[dynamiczip:faq:Demo Mode|Can I test DynamicZip before buying?]] * [[dynamiczip:faq:Which DynamicZip Download Faq|Which DynamicZip build should I download and install?]] * [[dynamiczip:faq:DynamicZip Install Workstation Faq|Does DynamicZip need to be installed on each workstation?]] * [[dynamiczip:faq:DynamicZip Build Installed Faq|How can I tell what build of DynamicZip is installed?]] * [[dynamiczip:faq:DynamicZip New Company Faq|How do I add DynamicZip to a new company?]] * [[dynamiczip:faq:DynamicZip Integration Manager Faq|Does DynamicZip work with Integration Manager?]] * [[dynamiczip:faq:Upgrade DynamicZip Faq|What happens during a DynamicZip Upgrade]] * [[dynamiczip:faq:Disable Enable DynamicZip Faq|How do I disable/enable DynamicZip?]] * [[dynamiczip:faq:Uninstall DynamicZip Faq|How do I uninstall DynamicZip?]] * [[dynamiczip:faq:service_pack_faq|Minor Update Releases]] * [[dynamiczip:faq:yearend_faq|DynamicZip Year End Procedures]] ==== Troubleshooting ==== * [[dynamiczip:faq:DynamicZip Registration Keys Work Faq|Why won't my DynamicZip registration keys work?]] * [[dynamiczip:faq:Table Conversion Fail Faq|What do I do when a table conversion fails?]] ===== Rate and Boundary Import ===== * [[dynamiczip:features:import:database_comparison|How do the rate & boundary databases compare?]] * [[dynamiczip:faq:rate_and_boundary_import_checklist|How do I import the Rate & Boundary Database?]] * [[dynamiczip:faq:Import Zip Addresses Only Faq|How do I import Zip Addresses only?]] * [[dynamiczip:faq:Zipsales Database Install Workstation Faq|Does the Rate & Boundary Database need to be downloaded on each workstation?]] * [[dynamiczip:faq:Run DynamicZip Updates Logged In Faq|Can I run the Rate & Boundary Import while other users are logged in?]] * [[dynamiczip:faq:Run Assign Tax Schedules Logged In Faq|Can I run the Address Correction or Assign Tax Schedules routines while other users are logged in?]] * [[dynamiczip:faq:Import Group Id Single State Faq|How can I import a single state or a specific group of states?]] * [[dynamiczip:faq:Updating Manually Created Tax Schedule Faq|How can I keep DynamicZip from updating my manually created Tax Schedule IDs?]] * [[dynamiczip:faq:Clean Reimport Database Faq|How do I do a clean re-import of the Rate & Boundary Database?]] ==== Troubleshooting ==== * [[dynamiczip:faq:Import Work Some States Faq|Why doesn't the import work for some states?]] * [[dynamiczip:faq:Schedules Removed During Import Faq|Why are some tax schedules removed during the import process?]] ===== States & Countries ===== * [[dynamiczip:faq:Select States Collect Tax Faq|How do I select which states to collect tax in?]] * [[dynamiczip:faq:States Exclude Taxation Faq|How do I handle the states I want to exclude from taxation?]] * [[dynamiczip:faq:Start Charging Tax New State Faq|How do I begin charging sales tax in a previously untaxed state?]] * [[dynamiczip:faq:Statewide Taxable Or Exempt Schedules Faq|When should I use statewide taxable or exempt schedules?]] * [[dynamiczip:faq:Use Tax Rates Sales Tax Rates Faq|Can sales be taxed at use tax rates rather than sales tax rates?]] * [[dynamiczip:faq:Multiple Countries Faq|How does DynamicZip handle foreign countries?]] * [[dynamiczip:faq:Setup Country Default Faq|How do I set the default country value for my U.S. customers?]] * [[dynamiczip:faq:Rest Of State Faq|How can I handle a Rest of State situation?]] * [[dynamiczip:faq:Colorado Home Rule Faq|How can I handle a Home Rule situation?]] ===== ZipAddressing ===== * [[dynamiczip:faq:Zip Address State Setup Faq|Why doesn't ZipAddressing update the city and state when I modify the ZIP code?]] * [[dynamiczip:faq:Naming Rules Faq|What are Naming Rules?]] * [[dynamiczip:faq:apply_naming_rules_faq|How do I modify and apply naming rules?]] ===== Customer Maintenance ===== * [[dynamiczip:faq:Why would tax schedule selection fail to work|Why would tax schedule selection fail to work?]] * [[dynamiczip:faq:Exempt Customer Faq|Does DynamicZip handle tax exempt customers?]] * [[dynamiczip:faq:Allow Override By State Faq|Can a customer be exempt in one state while taxable in other states?]] * [[dynamiczip:faq:Tax Certificate Faq|How does DynamicZip manage tax exemption certificates?]] * [[dynamiczip:faq:Update Customer Address Records Faq|How can I update a large number of customer address records?]] * [[dynamiczip:faq:Update Customer Address Records Faq|Does the Address Correction utility find invalid or missing ZIP Codes?]] * [[dynamiczip:faq:Exempt County By Customer Faq|How can I setup a single customer as exempt from a county tax?]] * [[dynamiczip:faq:customer_combiner|Using the Professional Service Tools Customer Combiner]] ===== Item Taxability ===== * [[dynamiczip:faq:Tax By Item Class Faq|How can I control the taxation of Items, Freight & Misc. on a per state basis?]] * [[dynamiczip:faq:Category Overrides Faq|What are item category overrides for?]] * [[dynamiczip:faq:Handle Items Taxable Some States Faq|How do I handle items taxable in some states and not in others?]] * [[dynamiczip:faq:Items Partially Taxable Faq|How do I handle items that are partially taxable?]] * [[dynamiczip:faq:copy_item_classes_to_categories_faq|Can I create matching Item Categories for all my Item Classes?]] * [[dynamiczip:faq:setup_tbic_faq|How can we setup and use DynamicZip Tax By Item Category feature?]] ===== Tax Schedule Maintenance ===== * [[dynamiczip:faq:Determination Remove Obsolete Schedules Faq|How is the determination made to remove obsolete tax schedules?]] * [[dynamiczip:faq:Standard Schedules Work Company Faq|What do I do if standard tax schedules don't work for my company?]] * [[dynamiczip:faq:Standard Schedules Work Company Faq|How do I create custom schedules?]] * [[dynamiczip:faq:Automatically Select Schedule Faq|How does DynamicZip automatically select a tax schedule?]] * [[dynamiczip:faq:How Modify Remove Faq|How do I modify/remove my tax details and tax schedules?]] * [[dynamiczip:faq:When Run Assign Schedules Routine Faq|When should I run the Assign Schedules routine?]] * [[dynamiczip:faq:Run Assign Tax Schedules Logged In Faq|Can I run the Assign Schedules and/or Address Correction routines while other users are logged in?]] * [[dynamiczip:faq:Maintain Tax System Faq|How do I maintain my tax system?]] * [[dynamiczip:faq:Tax Detail Benefits Faq|Why should I use DynamicZip's exempt tax schedules instead of my own?]] * [[dynamiczip:faq:Correct Invalid Schedules Faq|How do I correct invalid schedules?]] * [[dynamiczip:faq:Year end Faq|Does DynamicZip have any year end closing procedures?]] * [[dynamiczip:faq:Tax Schedule Format Change|Why do some of my Tax Schedule ID's contain an asterisk?]] ===== Tax Schedule Selection ===== * [[dynamiczip:faq:tax_schedule_selection_logic_faq|Tax Schedule Selection Logic]] * [[dynamiczip:features:schedule_assignment:tax_schedule_selection|Automatic Tax Schedule Selection]] * [[dynamiczip:features:schedule_assignment:tax_schedule_selection_status|Tax Schedule Selection Status]] ===== SQL Maintenance ===== * [[dynamiczip:faq:Create Sql Tables Faq|How do I create SQL Tables?]] * [[dynamiczip:faq:Drop Recreate Sql Table Faq|How do I drop and recreate an SQL table?]] * [[dynamiczip:faq:Grant Sql Table Rights Faq|How do I grant SQL table rights?]] * [[dynamiczip:faq:Recreate DynamicZip Stored Procedures Faq|When do I need to recreate DynamicZip stored procedures?]] * [[dynamiczip:faq:DynamicZip Accomodate Migrations To Sql Server Faq|How does DynamicZip accommodate migrations to Microsoft SQL Server?]] * [[dynamiczip:faq:Table Conversion Fail Faq|What do I do when a table conversion fails?]] ===== Transaction Entry ===== * [[dynamiczip:faq:Schedule Assigned To New Sales Faq|Why isn't a tax schedule assigned to new sales documents?]] * [[dynamiczip:faq:Switch City Names Uppercase Faq|How can I switch city names to uppercase for addressing purposes?]] * [[dynamiczip:faq:Sales Tax Posting Account Faq|How do I set the sales tax posting account?]] * [[dynamiczip:faq:Purchase Tax Accrual Debit Credit Faq|Why does the use tax accrual distribution contain both a debit and a credit?]] * [[dynamiczip:faq:Tax Part Of Item Faq|Can we tax only part of an item?]] * [[dynamiczip:faq:Use Tax On Free Items Faq|Can we collect use tax from customers for our promotional give-aways?]] * [[dynamiczip:faq:multicurrency_faq|Does DynamicZip allow multicurrency?]] ===== Reporting ===== * [[dynamiczip:faq:report_option_selection_faq|How do I choose which report option to use?]] * [[dynamiczip:faq:Create New Report Option Faq|How do I create a new report option?]] * [[dynamiczip:faq:Modify Existing Report Option Faq|How do I modify an existing report option?]] * [[dynamiczip:faq:Print Report Option Faq|How do I print a report option?]] * [[dynamiczip:faq:Delete Report Option Faq|How do I delete a report option?]] * [[dynamiczip:faq:Reports Zipsales Returns Faq|How do I use DynamicZip reports with ZIPsales Returns?]] * [[taxengine:faq:Multiple Ship To Faq|Can DynamicZip Reports handle Multiple Ship to Address documents?]] * [[dynamiczip:faq:Track Tax Free Faq|How can I show full length geocodes in my ZIPsales Returns report?]] * [[dynamiczip:faq:Running Sql Optimized Reports Faq|What is the difference between running the SQL optimized and non-optimized reports?]] * [[dynamiczip:faq:DynamicZip Report Wizard Faq|What is the DynamicZip Report Wizard?]] * [[dynamiczip:faq:Use DynamicZip Report Wizard Faq|How do I use the DynamicZip Report Wizard?]] * [[dynamiczip:faq:Report Section Options Faq|How should I set the report section options?]] * [[dynamiczip:faq:Jurisdiction Sort Faq|What is meant by Jurisdiction Sort?]] * [[dynamiczip:faq:Sales Tax Adjustments Reports Faq|How can I enter sales tax adjustments that work with DynamicZip reports?]] * [[dynamiczip:faq:Reconcile Reports Dynamics Gp Faq|How can I reconcile DynamicZip reports to Microsoft Dynamics GP Sales Transaction History reports?]] * [[dynamiczip:faq:Reconcile Tax Period Reports Faq|How can I reconcile DynamicZip reports to Microsoft Dynamics GP Tax Period reports?]] * [[dynamiczip:faq:Transactions Selected Cash Basis Reports Faq|How are transactions selected for inclusion in cash basis reports?]] * [[dynamiczip:faq:Exempt Fl Reporting Faq|How can I find the Exempt Amount of Items Over $5,000 for FL tax reporting?]] * [[dynamiczip:faq:California Report Faq|How can I generate the information for a CA State sales tax return?]] * [[dynamiczip:faq:modify_dz_reports_faq|Can DynamicZip reports be modified using Microsoft Dynamics GP Report Writer?]] ==== Troubleshooting ==== * [[dynamiczip:faq:Identifying Documents That Cause Reporting Errors|I get a SQL error when printing my report, what do I do?]] * [[dynamiczip:faq:Printing Same Page Faq|How can I keep multiple states from printing on the same page?]] * [[dynamiczip:faq:Documents Missing Faq|Why would documents be missing from my reports?]] * [[dynamiczip:faq:Reports Sorting Properly Faq|Why aren't my reports sorting properly?]] * [[dynamiczip:faq:bad_break_field_faq|How do I fix a Bad Break Field error?]] ===== Report Messages ===== * [[dynamiczip:faq:tax_report_messages|Tax Report Messages]] * [[dynamiczip:faq:assign_schedules_report_messages|Assign Schedules Report Messages]] * [[dynamiczip:faq:zip_addressing_messages|ZipAddressing Messages]] * [[dynamiczip:faq:tax_schedule_selection_messages|Tax Schedule Selection Messages]] ===== Error Messages ===== * [[dynamiczip:faq:Invalid Registration Keys|Invalid Registration Keys]] * [[dynamiczip:faq:Please Enter Registration Keys|Please Enter Registration Keys]] * [[dynamiczip:faq:The Rate & Boundary import file Rates.txt is not in this folder]] * [[dynamiczip:faq:The following file(s) cannot be found in the import folder]] * [[dynamiczip:faq:dictionary_needs_to_be_upgraded|Dictionary Needs To Be Upgraded]] * [[dynamiczip:faq:Unable To Open Dictionary|Unable To Open Dictionary]] * [[dynamiczip:faq:unknown_error_number54|Unknown Error Number 54]] * [[dynamiczip:faq:Zipsales Database Must Contain Geocodes|Zipsales Database Must Contain Geocodes]] * [[dynamiczip:faq:customer_combiner| Violation of PRIMARY KEY constraint 'PKDZ01101'. Cannot insert duplicate key in object 'DZ01101'.]] * [[dynamiczip:faq:kd_convertfiles_table_citrix_faq| SqlTableExists() of form KD_ConvertFiles Table]] * [[dynamiczip:faq:Unknown Error Number197|Unknown Error Number 197]] * [[dynamiczip:faq:Assign Schedules Unhandled Script Faq|Unhandled script exception: ...Could not find stored procedure]] * [[dynamiczip:faq:Error 45]] * [[dynamiczip:faq:DynamicZip RecalcAllTax failed to register for POP Purchasing Invoice Entry]]