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dynamiczip:faq:exempt_county_by_customer_faq

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dynamiczip:faq:exempt_county_by_customer_faq [2015/05/20 20:46] connidynamiczip:faq:exempt_county_by_customer_faq [2017/09/07 20:20] conni
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   - Open the [[dynamiczip:windows:DZ State Setup window]] and create the state of MB.   - Open the [[dynamiczip:windows:DZ State Setup window]] and create the state of MB.
-  - Once MB has been saved in the [[dynamiczip:windows:DZ State Setup window]] run the [[dynamiczip:setup:Create Statewide Taxable Schedules]] process.+  - Once MB has been saved in the DZ State Setup window run the [[dynamiczip:setup:Create Statewide Taxable Schedules]] process.
   - On the first pop-up window choose "Continue"   - On the first pop-up window choose "Continue"
   - On the second pop-up window choose "No"   - On the second pop-up window choose "No"
-  - After the process completes close the [[dynamiczip:windows:DZ State Setup window]]+  - After the process completes close the DZ State Setup window. 
   - Open the [[dynamics:windows:Tax Schedule Maintenance window]].    - Open the [[dynamics:windows:Tax Schedule Maintenance window]]. 
   - Pull up the [[dynamiczip:glossary:Tax Schedule]] "MBTAXABLE", and add the following [[dynamiczip:glossary:Tax Detail]] to it;CNSSCANADAS001,CNSNMANITOB001X.    - Pull up the [[dynamiczip:glossary:Tax Schedule]] "MBTAXABLE", and add the following [[dynamiczip:glossary:Tax Detail]] to it;CNSSCANADAS001,CNSNMANITOB001X. 
-  - Remove the "MBTAXABLE" [[dynamiczip:glossary:Tax Detail]] from the "MBTAXABLE" [[dynamiczip:glossary:Tax Schedule]].  +  - Remove the "MBTAXABLE" Tax Detail from the "MBTAXABLE" Tax Schedule.  
-  - Save and close the [[dynamics:windows:Tax Schedule Maintenance window]]+  - Save and close the Tax Schedule Maintenance window. 
   - Open the [[dynamiczip:windows:DynamicZip Setup window]].    - Open the [[dynamiczip:windows:DynamicZip Setup window]]. 
   - Enable [[dynamiczip:setup:update_blank_zip_id_s_only|Update Blank & Zip ID's Only]] (If it is already enabled you can skip this step).   - Enable [[dynamiczip:setup:update_blank_zip_id_s_only|Update Blank & Zip ID's Only]] (If it is already enabled you can skip this step).
-  - Save and close the [[dynamiczip:windows:DynamicZip Setup window]]+  - Save and close the DynamicZip Setup window. 
   - Open the [[dynamics:windows:Customer Maintenance window]] and pull up the customer who is exempt from the Manitoba county tax.   - Open the [[dynamics:windows:Customer Maintenance window]] and pull up the customer who is exempt from the Manitoba county tax.
   - Pull up the customer's Manitoba Address ID, and enter "MBTAXABLE" into that Address ID's Tax Schedule ID field.    - Pull up the customer's Manitoba Address ID, and enter "MBTAXABLE" into that Address ID's Tax Schedule ID field. 
-  - Save and close the [[dynamics:windows:Customer Maintenance window]]+  - Save and close the Customer Maintenance window. 
    
 After completing the above process the [[dynamiczip:faq:rate_and_boundary_import_checklist|Rate & Boundary Import]] & [[dynamiczip:windows:DZ Assign Customer Tax Schedules window|Assign Tax Schedules]] routines should not effect the changes made. You should only need to undertake this process once. After completing the above process the [[dynamiczip:faq:rate_and_boundary_import_checklist|Rate & Boundary Import]] & [[dynamiczip:windows:DZ Assign Customer Tax Schedules window|Assign Tax Schedules]] routines should not effect the changes made. You should only need to undertake this process once.
dynamiczip/faq/exempt_county_by_customer_faq.txt · Last modified: 2017/09/07 20:21 by conni

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