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dynamiczip:windows:set_exempt_customer_taxable_status_menu

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dynamiczip:windows:set_exempt_customer_taxable_status_menu [2019/10/07 18:58]
chuck
dynamiczip:windows:set_exempt_customer_taxable_status_menu [2019/10/07 19:05] (current)
chuck
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 This feature is available via the menu choice DynamicZip > Set 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 ExemptAlsothe 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 none of a customer's addresses ​have exempt schedules ​assigned to them, that customer will be set to TaxableOtherwiseif none of that customer'​s ​addresses have taxable schedules assigned to them, the customer ​will be set to Exempt. If a customer has a mix of taxable and exempt schedules assigned to its addresses, this process will not modify that customer'​s base taxable status
  
 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. ​
dynamiczip/windows/set_exempt_customer_taxable_status_menu.txt ยท Last modified: 2019/10/07 19:05 by chuck