dynamiczip:faq:automatically_select_schedule_faq
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dynamiczip:faq:automatically_select_schedule_faq [2015/04/21 18:36] – external edit 127.0.0.1 | dynamiczip:faq:automatically_select_schedule_faq [2019/03/20 17:08] (current) – conni | ||
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DynamicZip has two methods of automatically assigning a tax schedule to a ship-to address: | DynamicZip has two methods of automatically assigning a tax schedule to a ship-to address: | ||
- | * City, state, and ZIP Code method [[dynamiczip: | + | * City, state, and ZIP Code method |
- | * State code only method [[dynamiczip: | + | * State code only method |
- | You can choose one of the above two methods per state. | + | You can choose one of the above two methods per state. |
+ | |||
+ | **As of [[dynamiczip: | ||
====Tax Schedule Selection for Customer, Vendor and Site cards:==== | ====Tax Schedule Selection for Customer, Vendor and Site cards:==== | ||
- | When selecting the schedule for customer, vendor and site cards, DynamicZip uses the address on the card and the [[dynamiczip: | + | When selecting the schedule for customer, vendor and site cards, DynamicZip uses the address on the card and the [[dynamiczip: |
- | **NOTE:** Since ZIP Code [[dynamiczip: | + | **NOTE:** Since ZIP Code [[dynamiczip: |
- | The [[dynamiczip: | + | The [[dynamiczip: |
When DynamicZip automatically selects a tax schedule for a particular address, State Setup is queried to see if [[dynamiczip: | When DynamicZip automatically selects a tax schedule for a particular address, State Setup is queried to see if [[dynamiczip: | ||
- | If a statewide Taxable ID has not been specified, then DynamicZip queries the tax schedule | + | If a statewide Taxable ID has not been specified, then DynamicZip queries the [[dynamiczip: |
- | If a Statewide Taxable ID has been assigned, all ZIP Code tax schedules (taxable and exempt) are ignored for this address. As a result, if you specify a Statewide Taxable ID but not an Exempt ID, then Taxable ID will be used for all addresses in that state as per the following statement. | + | If a Statewide Taxable ID has been assigned, all ZIP Code tax schedules (taxable and exempt) are ignored for this address. |
- | If DynamicZip finds one and only one tax schedule for the address, then that tax schedule is automatically assigned. If more than one tax schedule is found, then further processes must run to determine which schedule is correct. More than one tax schedule is frequently the case, as there are usually at least two schedules (one exempt and one taxable) for every address. | + | If DynamicZip finds one and only one tax schedule for the address, then that tax schedule is automatically assigned. If more than one tax schedule is found, then [[dynamiczip: |
- | The [[dynamiczip: | + | The [[dynamiczip: |
- | **Default: | + | **Default: |
**Taxable: | **Taxable: | ||
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**Exempt:** This choice will cause DynamicZip to assume that the customer is exempt (i.e. disregard taxable schedules for the same address). | **Exempt:** This choice will cause DynamicZip to assume that the customer is exempt (i.e. disregard taxable schedules for the same address). | ||
- | **Ask:** This choice will cause DynamicZip to override the DynamicZip Setup (Module Setup build 65 and earlier) | + | **Ask:** This choice will cause DynamicZip to override the DynamicZip Setup option to Assume Taxable for this customer. If both taxable and exempt schedules exist for this address, DynamicZip will prompt the user for the correct choice. |
- | If DynamicZip finds more than one possible tax schedule for the current address after any limitations imposed by the [[dynamiczip: | + | If DynamicZip finds more than one possible tax schedule for the current address after any limitations imposed by the [[dynamiczip: |
If an automatic selection cannot be made, then the user will be prompted to manually select the tax schedule. | If an automatic selection cannot be made, then the user will be prompted to manually select the tax schedule. | ||
- | If the option [[dynamiczip: | + | If the option [[dynamiczip: |
Please see [[dynamiczip: | Please see [[dynamiczip: | ||
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- | [[dynamiczip: | + | [[dynamiczip: |
dynamiczip/faq/automatically_select_schedule_faq.1429641370.txt.gz · Last modified: 2015/05/20 21:51 (external edit)