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dynamiczip:windows:dz_sales_batch_processing_window

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dynamiczip:windows:dz_sales_batch_processing_window [2015/06/12 22:19] – connidynamiczip:windows:dz_sales_batch_processing_window [2019/09/13 16:01] – [Tax Verification] chuck
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 //Permission to access this window is contained in the [[dynamiczip:setup:security:Sales Entry Task|Sales Entry Task]].//  //Permission to access this window is contained in the [[dynamiczip:setup:security:Sales Entry Task|Sales Entry Task]].// 
  
-===== Window Description: =====+===== Window Description =====
  
 ==== Preview ==== ==== Preview ====
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 ==== Process ==== ==== Process ====
  
-Using the DZ Sales Batch Processing window Process feature, you can update SOP documents by batch. This process will run [[dynamiczip:features:Zip_Addressing|Zip Addressing]] and [[dynamiczip:features:schedule_assignment:tax schedule selection|DynamicZip tax schedule selection]] and then recalculate the document's tax for each document in each batch selected for processing. +Using the DZ Sales Batch Processing window Process feature, you can update SOP documents by batch. This process will run [[dynamiczip:features:Zip_Addressing|ZipAddressing]] and [[dynamiczip:features:schedule_assignment:tax schedule selection|DynamicZip tax schedule selection]] and then recalculate the document's tax for each document in each batch selected for processing. 
  
 This feature will open the [[dynamics:windows:Sales Transaction Entry window|Sales Transaction Entry window]] and do the processing there. The window may not refresh at the rate the processing is done and therefore not appear normal.  This feature will open the [[dynamics:windows:Sales Transaction Entry window|Sales Transaction Entry window]] and do the processing there. The window may not refresh at the rate the processing is done and therefore not appear normal. 
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 ===== Alternately ===== ===== Alternately =====
  
-You can use [[dynamiczip:glossary:DZ Extended Tax Recalculation|DZ Extended Tax Recalculation]] to process one document at a time or by using a macro along with the [[dynamiczip:install:mods:release:build71:Silent DZ Extended Tax Recalculation|Silent DZ Extended Tax Recalculation]] you can process multiple documents.+You can use [[dynamiczip:glossary:dz_tax_recalculation|DZ Tax Recalculation]] or [[dynamiczip:glossary:DZ Extended Tax Recalculation|DZ Extended Tax Recalculation]] to process one document at a time or by using a macro along with the [[dynamiczip:install:mods:release:build71:Silent DZ Extended Tax Recalculation|Silent DZ Extended Tax Recalculation]] you can process multiple documents.
  
 The [[dynamiczip:reports:dz_report_temp_report|Report Temp]] is used to preview or review the results of this process. The [[dynamiczip:reports:dz_report_temp_report|Report Temp]] is used to preview or review the results of this process.
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   * Tax Verification checks the following for each document and each line-item in the selected batch:   * Tax Verification checks the following for each document and each line-item in the selected batch:
     * Document [[dynamiczip:glossary:Tax Location|Tax Location]] (to see if it's a valid [[dynamiczip:features:Zip Addressing|Zip Address]]     * Document [[dynamiczip:glossary:Tax Location|Tax Location]] (to see if it's a valid [[dynamiczip:features:Zip Addressing|Zip Address]]
-    * Customer's [[dynamiczip:glossary:Taxable Status|Taxable Status]] for the document's [[dynamiczip:glossary:Tax Location|Tax Location]]+    * Customer's [[dynamiczip:glossary:Taxable Status|Taxable Status]] for the document's Tax Location
     * Document [[dynamiczip:features:schedule_assignment:Tax Schedule Selection|Tax Schedule Selection]]     * Document [[dynamiczip:features:schedule_assignment:Tax Schedule Selection|Tax Schedule Selection]]
-    * Line-Item [[dynamiczip:glossary:Tax Location|Tax Location]] (to see if it's a valid [[dynamiczip:features:Zip Addressing|Zip Address]] +    * Line-Item Tax Location (to see if it's a valid Zip Address 
-    * Customer's [[dynamiczip:glossary:Taxable Status|Taxable Status]] for the line-item's [[dynamiczip:glossary:Tax Location|Tax Location]]+    * Customer's [[dynamiczip:glossary:Taxable Status|Taxable Status]] for the line-item's Tax Location
     * Line-Item [[dynamiczip:features:tbic:Tax By Item Category|Tax By Item Category]]     * Line-Item [[dynamiczip:features:tbic:Tax By Item Category|Tax By Item Category]]
-    * Line-Item [[dynamiczip:features:schedule_assignment:Tax Schedule Selection|Tax Schedule Selection]] +    * Line-Item Tax Schedule Selection
-  * Preview does not modify the documents - it generates a report of all problems or inconsistencies it finds. +
   * Process will modify the documents and generate a report of the results.   * Process will modify the documents and generate a report of the results.
  
dynamiczip/windows/dz_sales_batch_processing_window.txt · Last modified: 2019/09/13 16:02 by chuck
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