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dynamiczip:faq:new_install_instructions

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dynamiczip:faq:new_install_instructions [2020/06/15 14:54] chuckdynamiczip:faq:new_install_instructions [2020/06/15 15:15] chuck
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   - Complete the [[dynamiczip:faq:rate_and_boundary_import_checklist|addresses only import]] of your **nontaxable states group** to bring in the valid [[dynamiczip:glossary:zip_address|Zip Address]] for those states.   - Complete the [[dynamiczip:faq:rate_and_boundary_import_checklist|addresses only import]] of your **nontaxable states group** to bring in the valid [[dynamiczip:glossary:zip_address|Zip Address]] for those states.
   - [[dynamiczip:windows:DZ Set Posting Accounts window|Assign your desired general ledger posting accounts to the tax details]]. This step may not be required if you assigned each state a [[dynamiczip:windows:State Default Posting Account|Default Posting Account]] in step 4 prior to importing rates & boundaries.    - [[dynamiczip:windows:DZ Set Posting Accounts window|Assign your desired general ledger posting accounts to the tax details]]. This step may not be required if you assigned each state a [[dynamiczip:windows:State Default Posting Account|Default Posting Account]] in step 4 prior to importing rates & boundaries. 
-  - Run the [[dynamiczip:windows:dz_customer_address_correction_window|DZ Customer Address Correction utility]] to update your customer cards with standardized addresses. This will also populate the [[dynamiczip:tables:DZ Zip Address table]] for the [[dynamiczip:features:Zip Addressing|ZipAddressing]] feature+  - Run the [[dynamiczip:windows:dz_customer_address_correction_window|DZ Customer Address Correction utility]] to update your customer cards with standardized addresses.
   - [[dynamiczip:faq:Exempt Customer Faq|Flag your exempt customers]]. This will cause DynamicZip to assign them an [[dynamiczip:glossary:exempt_tax_schedule|Exempt Tax Schedule]].   - [[dynamiczip:faq:Exempt Customer Faq|Flag your exempt customers]]. This will cause DynamicZip to assign them an [[dynamiczip:glossary:exempt_tax_schedule|Exempt Tax Schedule]].
   - Run the [[dynamiczip:windows:dz_assign_customer_tax_schedules_window|DZ Assign Customer Tax Schedules window]] to update your customer cards with DZ tax schedule ID's.   - Run the [[dynamiczip:windows:dz_assign_customer_tax_schedules_window|DZ Assign Customer Tax Schedules window]] to update your customer cards with DZ tax schedule ID's.
dynamiczip/faq/new_install_instructions.txt · Last modified: 2020/06/19 14:34 by chuck

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