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dynamiczip:windows:set_exempt_customer_taxable_status_menu

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dynamiczip:windows:set_exempt_customer_taxable_status_menu [2015/04/22 18:25] – external edit 127.0.0.1dynamiczip:windows:set_exempt_customer_taxable_status_menu [2019/10/07 18:58] chuck
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-======Set Exempt Customer Taxable Status menu======+======Set Customer Taxable Status menu======
  
-This feature is available via the menu choice DynamicZip //>> Set Exempt Customer Taxable Status// in the [[dynamiczip:windows:DZ Customer Supplement window]].+This feature is available via the menu choice DynamicZip > Set Customer Taxable Status in the [[dynamiczip:windows:DZ Customer Supplement window]].
  
 This process will scan through the current company's Customer Address Cards and if all the addresses for a customer have [[dynamiczip:glossary:Exempt Tax Schedule]] assigned to them, that customer's [[dynamiczip:glossary:Taxable Status]] will be changed to Exempt. Also, the customer's Allow Override by State will be set to false. This process will scan through the current company's Customer Address Cards and if all the addresses for a customer have [[dynamiczip:glossary:Exempt Tax Schedule]] assigned to them, that customer's [[dynamiczip:glossary:Taxable Status]] will be changed to Exempt. Also, the customer's Allow Override by State will be set to false.
  
 When you select this menu option you will be given the choice to see a **Preview** report only or to actually **Update** the [[dynamiczip:tables:DZ Customer Supplement table]] and see a report of the Update or to **Cancel** the menu selection.  When you select this menu option you will be given the choice to see a **Preview** report only or to actually **Update** the [[dynamiczip:tables:DZ Customer Supplement table]] and see a report of the Update or to **Cancel** the menu selection. 
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-**NOTE:** This process sets the customer's [[dynamiczip:glossary:Taxable Status]] It does __NOT__ assign [[dynamiczip:glossary:Exempt Tax Schedule]] to the customer. After completing this update, use the [[dynamiczip:windows:DZ Assign Customer Tax Schedules window]] to update customer tax schedule assignments .  
  
 This feature was added with [[dynamiczip:install:mods:release:build72:build72|Build 72]].  This feature was added with [[dynamiczip:install:mods:release:build72:build72|Build 72]]. 
dynamiczip/windows/set_exempt_customer_taxable_status_menu.txt · Last modified: 2019/10/07 19:05 by chuck

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