dynamiczip:faq:why_would_tax_schedule_selection_fail_to_work
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dynamiczip:faq:why_would_tax_schedule_selection_fail_to_work [2015/06/01 19:24] – [DynamicZip Setup window] chuck | dynamiczip:faq:why_would_tax_schedule_selection_fail_to_work [2016/09/27 18:36] – conni | ||
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====== Why would tax schedule selection fail to work? ====== | ====== Why would tax schedule selection fail to work? ====== | ||
+ | |||
Tax schedules are normally assigned using these DynamicZip Routines: | Tax schedules are normally assigned using these DynamicZip Routines: | ||
* [[dynamiczip: | * [[dynamiczip: | ||
* [[dynamiczip: | * [[dynamiczip: | ||
* [[dynamiczip: | * [[dynamiczip: | ||
+ | |||
+ | Tax schedules assignment can also be triggered automatically while the user is entering transactions as well as when creating or editing customer, vendor and/or site addresses. | ||
There are several things that can affect the DynamicZip [[dynamiczip: | There are several things that can affect the DynamicZip [[dynamiczip: | ||
+ | |||
===== DynamicZip Setup window ===== | ===== DynamicZip Setup window ===== | ||
The following settings are made in the [[dynamiczip: | The following settings are made in the [[dynamiczip: | ||
==== Tax Schedule Selection section ==== | ==== Tax Schedule Selection section ==== | ||
- | * If **Assign Tax Schedule** is not selected, no tax schedules will be assigned. | + | * If **Assign Tax Schedule** is __not__ |
* If **Restrict by Country Code** is selected and the address has a country code that does not match either the Country Code Default for USA or for Canada as specified in the Import Settings section of the [[dynamiczip: | * If **Restrict by Country Code** is selected and the address has a country code that does not match either the Country Code Default for USA or for Canada as specified in the Import Settings section of the [[dynamiczip: | ||
- | * If **Select Default** is not selected and multiple tax schedules exist that could be valid for the address' | + | * If **Select Default** is __not__ |
* If **Update Blank and Zip ID's Only** is selected and the address currently has a tax schedule assigned to it that is not a [[dynamiczip: | * If **Update Blank and Zip ID's Only** is selected and the address currently has a tax schedule assigned to it that is not a [[dynamiczip: | ||
* If **Exempt Always Valid** is selected and the address currently has a tax schedule assigned to it that has EXEMPT embedded in the ID, no tax schedule will be selected for this address. | * If **Exempt Always Valid** is selected and the address currently has a tax schedule assigned to it that has EXEMPT embedded in the ID, no tax schedule will be selected for this address. | ||
+ | |||
===== DZ Customer Supplement window ===== | ===== DZ Customer Supplement window ===== | ||
- | This setting is made in the [[dynamiczip: | + | The following |
==== Base Taxable Status==== | ==== Base Taxable Status==== | ||
* If Base Taxable Status is set to **Default** or **Taxable**, | * If Base Taxable Status is set to **Default** or **Taxable**, | ||
* If Base Taxable Status is set to **Exempt**, only tax schedules that are [[dynamiczip: | * If Base Taxable Status is set to **Exempt**, only tax schedules that are [[dynamiczip: | ||
- | * If Base Taxable Status is set to **Ask**, no tax schedule will be selected for this customer. | + | * If Base Taxable Status is set to **Ask** |
+ | * no tax schedule is currently selected for this address and both taxable and exempt tax schedules exist for this location, then no tax schedule will be automatically | ||
+ | * a tax schedule is currently selected for this address but it is for a different zip, then the existing tax schedule will be ignored and no tax schedule will be automatically selected. | ||
+ | * a tax schedule is currently selected for this address that has a matching zip then | ||
+ | * if the currently selected tax schedule is taxable, the Base Taxable Status will be considered to be Taxable and only tax schedules that are **not** [[dynamiczip: | ||
+ | * if the currently selected tax schedule is exempt, the Base Taxable Status will be considered to be Exempt and only tax schedules that are [[dynamiczip: | ||
===== Troubleshooting ===== | ===== Troubleshooting ===== | ||
As a general rule, the quickest way to determine why a customer' | As a general rule, the quickest way to determine why a customer' | ||
- Open the [[dynamics: | - Open the [[dynamics: | ||
- | - Select DZ Zip Address Lookup from the [[dynamiczip: | + | - Select DZ Zip Address Lookup from the [[dynamiczip: |
- When the address is validated or corrected, click or tab into the Tax Schedule ID field. This should trigger DynamicZip to [[dynamiczip: | - When the address is validated or corrected, click or tab into the Tax Schedule ID field. This should trigger DynamicZip to [[dynamiczip: | ||
- If clicking or tabbing into the Tax Schedule ID field is not triggering DynamicZip tax schedule selection, open the [[dynamiczip: | - If clicking or tabbing into the Tax Schedule ID field is not triggering DynamicZip tax schedule selection, open the [[dynamiczip: | ||
- If there is only one valid choice for the address (or select default is selected in DynamicZip Setup) then open that tax schedule in the [[dynamics: | - If there is only one valid choice for the address (or select default is selected in DynamicZip Setup) then open that tax schedule in the [[dynamics: | ||
+ | |||
+ | ---- | ||
+ | [[dynamiczip: | ||
+ | [[dynamiczip: | ||
+ |
dynamiczip/faq/why_would_tax_schedule_selection_fail_to_work.txt · Last modified: 2017/09/07 18:44 by conni