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dynamiczip:faq:upgrade_instructions

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Upgrade Instructions

NOTE: Settings and options from a previous build are retained, unless they are not compatible with the new build.

  1. Before installing DynamicZip, we recommend that you make a complete backup of your accounting system.
  2. Check the DynamicZip Setup window to configure any settings that have changed or been added.
  3. Check the DZ State Setup window to configure any settings that have changed or been added.
  4. Complete the Rate & Boundary Import Checklist to update the Tax Schedule IDs and Tax Detail IDs to the latest format, as well as update your customer address records to match. IMPORTANT: This step is required because the format of existing tax detail IDs and tax schedule IDs may become invalid after the upgrade. Additionally, the rate & boundary import may have been improved to better handle complex jurisdictions. Please see Tax Schedule Format Change for more information. NOTE: Upgrading to a new service pack within the same build number should not require this step.
  5. Review all of the Modifications from your previous build up to your current build installed. There may be additional steps specific to the builds you are upgrading from and to.

Checklists
Frequently Asked Questions
Installation & Setup

dynamiczip/faq/upgrade_instructions.1460565757.txt.gz · Last modified: 2016/04/13 16:42 by conni

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