DynamicZip Frequently Asked Questions

Please select the relevant category from the options on the right tool bar to view the related list of FAQs.

• How do I setup a new installation of DynamicZip?
• How do I upgrade DynamicZip?
• Can I test DynamicZip before buying?
• Which DynamicZip build should I download and install?
• Does DynamicZip need to be installed on each workstation?
• How can I tell what build of DynamicZip is installed?
• How do I add DynamicZip to a new company?
• Does DynamicZip work with Integration Manager?
• What happens during a DynamicZip Upgrade
• How do I disable/enable DynamicZip?
• How do I uninstall DynamicZip?
• Minor Update Releases
• DynamicZip Year End Procedures

• Why won't my DynamicZip registration keys work?
• What do I do when a table conversion fails?

• How do the rate & boundary databases compare?
• How do I import the Rate & Boundary Database?
• How do I import Zip Addresses only?
• Does the Rate & Boundary Database need to be downloaded on each workstation?
• Can I run the Rate & Boundary Import while other users are logged in?
• Can I run the Address Correction or Assign Tax Schedules routines while other users are logged in?
• How can I import a single state or a specific group of states?
• How can I keep DynamicZip from updating my manually created Tax Schedule IDs?
• How do I do a clean re-import of the Rate & Boundary Database?

• Why doesn't the import work for some states?
• Why are some tax schedules removed during the import process?

• How do I select which states to collect tax in?
• How do I handle the states I want to exclude from taxation?
• How do I begin charging sales tax in a previously untaxed state?
• When should I use statewide taxable or exempt schedules?
• Can sales be taxed at use tax rates rather than sales tax rates?
• How does DynamicZip handle foreign countries?
• How do I set the default country value for my U.S. customers?
• How can I handle a Rest of State situation?
• How can I handle a Home Rule situation?

• Why doesn't ZipAddressing update the city and state when I modify the ZIP code?
• What are Naming Rules?
• How do I modify and apply naming rules?

• Why would tax schedule selection fail to work?
• Does DynamicZip handle tax exempt customers?
• Can a customer be exempt in one state while taxable in other states?
• How does DynamicZip manage tax exemption certificates?
• How can I update a large number of customer address records?
• Does the Address Correction utility find invalid or missing ZIP Codes?
• How can I setup a single customer as exempt from a county tax?
• Using the Professional Service Tools Customer Combiner

• How can I control the taxation of Items, Freight & Misc. on a per state basis?
• What are item category overrides for?
• How do I handle items taxable in some states and not in others?
• How do I handle items that are partially taxable?
• Can I create matching Item Categories for all my Item Classes?
• How can we setup and use DynamicZip Tax By Item Category feature?

• How is the determination made to remove obsolete tax schedules?
• What do I do if standard tax schedules don't work for my company?
• How do I create custom schedules?
• How does DynamicZip automatically select a tax schedule?
• How do I modify/remove my tax details and tax schedules?
• When should I run the Assign Schedules routine?
• Can I run the Assign Schedules and/or Address Correction routines while other users are logged in?
• How do I maintain my tax system?
• Why should I use DynamicZip's exempt tax schedules instead of my own?
• How do I correct invalid schedules?
• Does DynamicZip have any year end closing procedures?
• Why do some of my Tax Schedule ID's contain an asterisk?

• Tax Schedule Selection Logic
• Automatic Tax Schedule Selection
• Tax Schedule Selection Status

• How do I create SQL Tables?
• How do I drop and recreate an SQL table?
• How do I grant SQL table rights?
• When do I need to recreate DynamicZip stored procedures?
• How does DynamicZip accommodate migrations to Microsoft SQL Server?
• What do I do when a table conversion fails?

• Why isn't a tax schedule assigned to new sales documents?
• How can I switch city names to uppercase for addressing purposes?
• How do I set the sales tax posting account?
• Why does the use tax accrual distribution contain both a debit and a credit?
• Can we tax only part of an item?
• Can we collect use tax from customers for our promotional give-aways?
• Does DynamicZip allow multicurrency?

• How do I choose which report option to use?
• How do I create a new report option?
• How do I modify an existing report option?
• How do I print a report option?
• How do I delete a report option?
• How do I use DynamicZip reports with ZIPsales Returns?
• Can DynamicZip Reports handle Multiple Ship to Address documents?
• How can I show full length geocodes in my ZIPsales Returns report?
• What is the difference between running the SQL optimized and non-optimized reports?
• What is the DynamicZip Report Wizard?
• How do I use the DynamicZip Report Wizard?
• How should I set the report section options?
• What is meant by Jurisdiction Sort?
• How can I enter sales tax adjustments that work with DynamicZip reports?
• How can I reconcile DynamicZip reports to Microsoft Dynamics GP Sales Transaction History reports?
• How can I reconcile DynamicZip reports to Microsoft Dynamics GP Tax Period reports?
• How are transactions selected for inclusion in cash basis reports?
• How can I find the Exempt Amount of Items Over $5,000 for FL tax reporting?
• How can I generate the information for a CA State sales tax return?
• Can DynamicZip reports be modified using Microsoft Dynamics GP Report Writer?

• I get a SQL error when printing my report, what do I do?
• How can I keep multiple states from printing on the same page?
• Why would documents be missing from my reports?
• Why aren't my reports sorting properly?
• How do I fix a Bad Break Field error?

• Tax Report Messages
• Assign Schedules Report Messages
• ZipAddressing Messages
• Tax Schedule Selection Messages

• Invalid Registration Keys
• Please Enter Registration Keys
• The Rate & Boundary import file Rates.txt is not in this folder
• The following file(s) cannot be found in the import folder
• Dictionary Needs To Be Upgraded
• Unable To Open Dictionary
• Unknown Error Number 54
• Zipsales Database Must Contain Geocodes
• Violation of PRIMARY KEY constraint 'PKDZ01101'. Cannot insert duplicate key in object 'DZ01101'.
• SqlTableExists() of form KD_ConvertFiles Table
• Unknown Error Number 197
• Unhandled script exception: ...Could not find stored procedure
• Error 45
• DynamicZip RecalcAllTax failed to register for POP Purchasing Invoice Entry