KampData Knowledge Base - dynamiczip:glossary

accrued_use_tax

Anonymous (anonymous@undisclosed.example.com) — 2016-09-26T19:57:53+00:00

Accrued Use Tax This is the use/sales tax that has NOT been included in your vendor's invoice. This use tax is payable to the taxing authority. See Use Tax Accrual for information regarding the DynamicZip feature that can automatically accrue this tax. ----------

additional_menu

Anonymous (anonymous@undisclosed.example.com) — 2017-10-26T22:24:48+00:00

Additional Menu Microsoft Dynamics GP allows us to add additional menus to its native windows. When we do so, our menu items appear under the heading of Additional. The Additional menu selection will appear at the top of the window along with the standard File, Edit and Help menus.

address_supplement

Anonymous (anonymous@undisclosed.example.com) — 2019-03-21T22:33:34+00:00

Address Supplement DynamicZip creates address supplement records for customer addresses, vendor addresses and company site addresses. Tax schedules can be added and removed if appropriate by any rate and boundary import. The address supplement records are used to help preserve tax location factors pertinent to the tax schedule selected so that if that tax schedule is removed, a new schedule can be automatically selected by DynamicZip based on those factors. The tax location factors that can be…

administrator

Anonymous (anonymous@undisclosed.example.com) — 2015-03-18T16:51:42+00:00

Administrator The Administrator is the government department that administers the tax. Typically this is who you report and pay the taxes to. ---------- Glossary

advanced_tax_calculation

Anonymous (anonymous@undisclosed.example.com) — 2015-04-20T23:34:52+00:00

Advanced Tax Calculation What is considered Advanced Tax Calculation? Advanced Tax Calculation (ATC) is when you use the Taxable Tax Option for your transactions' line items. Advanced Tax Calculation is a Microsoft Dynamics GP feature that allows for advanced control over the way the Microsoft Dynamics GP calculates sales and purchases tax.

all_states

Anonymous (anonymous@undisclosed.example.com) — 2017-09-08T21:16:32+00:00

All States This setting will not exclude any state that is included in the DZ State Setup table. NOTE: Certain process such as the rate & boundary import process start out by reading the StateSetup.txt file and adding the states contained in that file to the DZ State Setup table, if they are not already there. As a result, this case the

alternate_microsoft_dynamics_forms

Anonymous (anonymous@undisclosed.example.com) — 2015-03-18T17:02:48+00:00

Alternate Microsoft Dynamics Forms Microsoft Dynamics GP allows users to create Modified Dynamics Forms (windows). As long as the user doesn't remove any Dynamics fields from the window or replace any Dynamics scripts (code) the modified window will continue to function the same as the original.

always_exempt

Anonymous (anonymous@undisclosed.example.com) — 2015-03-18T17:04:36+00:00

Always Exempt The DZ Customer Supplement window Always Exempt field allows you to set a customer as tax exempt on all items in all locations. NOTE: This field overrides Always Taxed Items, ensuring that tax is never collected for the selected customer. ---------- Glossary

ascii_file_type

Anonymous (anonymous@undisclosed.example.com) — 2015-03-18T17:05:50+00:00

ASCII File An ASCII file type is a text file such as you can create using Notepad. For import purposes they are typically comma separated, tab-delimited, or fixed position. ---------- Glossary

authority_range_restriction

Anonymous (anonymous@undisclosed.example.com) — 2015-03-18T17:14:48+00:00

Authority Range Restriction This range was added to facilitate the preparation of the sales tax return for the state of Georgia prior to build 60. The ZIPsales Database combines all of the County Local taxes into a single tax detail. Georgia requires that they be reported separately. To help provide this information, DynamicZip handles this range differently than normal ranges in Microsoft Dynamics GP.

authority

Anonymous (anonymous@undisclosed.example.com) — 2015-03-18T17:07:50+00:00

Tax Authority The Authority refers to the statute or government branch that levies the tax. Education, Special Purpose, Local Option, and Transportation are some examples of authorities. The Authority is stored in the DZ Tax Detail Supplement table. The Authority field should always have a value. If the

auto_procedures

Anonymous (anonymous@undisclosed.example.com) — 2015-05-26T14:46:17+00:00

Auto Procedure Microsoft Dynamics GP auto generates stored procedures when it creates SQL tables. These stored procedures are used to provide performance enhancements when fetching records from these tables. These procedures (typically referred to as Auto Procedures) can be viewed from within SQL Server Management Studio by selecting the database and then selecting Programmability

base_on_customer

Anonymous (anonymous@undisclosed.example.com) — 2017-09-08T21:18:40+00:00

Base on Customer Microsoft Dynamics GP provides a method of tax calculation called Base on Customer. This feature essentially results in the customer's tax being based solely on the tax schedule assigned to the customer (or to an individual transaction). This is in contrast to

base_taxable_status

Anonymous (anonymous@undisclosed.example.com) — 2017-09-28T20:49:28+00:00

Base Taxable Status The DZ Customer Supplement window Base Taxable Status field controls a customer's Taxable Status. NOTE: This field can be overridden on a state by state basis using the lookup to select the state and the Allow Override by State field. ---------- Glossary

billed_use_tax

Anonymous (anonymous@undisclosed.example.com) — 2015-01-03T20:49:24+00:00

Billed Use Tax This is the use/sales tax that has been included in your vendor's invoice and is payable to the vendor. ---------- Glossary

bronze_maintenance_plan

Anonymous (anonymous@undisclosed.example.com) — 2016-06-22T21:34:26+00:00

Bronze Maintenance Plan The Bronze Maintenance plan subscription includes: * All updates and new releases of DynamicZip. * Monthly releases of the KampDatabase Files. Sales and use tax rate database is NOT included ---------- Glossary Silver Maintenance Plan

database_triggers

Anonymous (anonymous@undisclosed.example.com) — 2017-09-08T21:55:37+00:00

Database Triggers Database triggers are activated by successful table operations in an application, such as saving a record, deleting a record or reading a record. These triggers are activated in Dexterity as opposed to in and by SQL Server. This means that SQL table operations performed outside the

debug

Anonymous (anonymous@undisclosed.example.com) — 2017-12-05T22:18:05+00:00

Debug Certain processes and reports can perform additional verification steps and provide more feedback in the form of more detailed reports and/or popup messages. For normal use, Debug should be turned off. However if you are experiencing problems, it is possible that turning Debug on will help to identify the cause.

default_tax_schedule_id

Anonymous (anonymous@undisclosed.example.com) — 2017-09-08T22:02:13+00:00

Default Tax Schedule ID A Default Tax Schedule ID is the Tax Schedule ID that is automatically assigned to a document. This assignment is generally handled by Microsoft Dynamics GP. Sales Transaction Entry window * When the Tax Location is the Inventory Site the Default Tax Schedule ID is the Sales Tax Schedule ID as specified in the

default_taxable_status

Anonymous (anonymous@undisclosed.example.com) — 2021-03-04T22:12:40+00:00

Default Taxable Status By using this option in the DynamicZip Setup window, you can control the customer taxability of all customer records where the customer's Base Taxable Status has not been specifically designated. This includes cases where no record exists in the DZ Customer Supplement table for the customer. The default setting for this is Taxable. Alternately it can be set to Exempt. Changing this setting has no effect on the base taxable status setting in the DZ customer supplement - it…

detail_status

Anonymous (anonymous@undisclosed.example.com) — 2020-02-04T16:04:04+00:00

Tax Detail Status * All * Active (The tax detail is currently in use on one or more tax schedules.) * Inactive (The tax detail is NOT currently in use on any tax schedules.)

dex_ini_file

Anonymous (anonymous@undisclosed.example.com) — 2017-09-08T22:06:57+00:00

Dex.ini File This file contains setup and operating information about Microsoft Dynamics GP Each line of information (A.K.A. setting) in this file contains information such as where your files are located, and whether certain functions, like displaying print dialog boxes, should be performed. The Dex.ini is called a defaults file. This type of file is sometimes also referred to as an initialization file.

dexterity

Anonymous (anonymous@undisclosed.example.com) — 2017-09-08T22:11:12+00:00

Dexterity Dexterity is the Microsoft Dynamics GP development environment. DynamicZip is written in Dexterity and consequently merges and runs seemlessly with Microsoft Dynamics GP. ---------- Glossary

document_date

Anonymous (anonymous@undisclosed.example.com) — 2015-03-18T18:49:56+00:00

Document Date This option can be used to sort reports by Document Dates when chosen as the Primary Sort choice in the DZ Report Options window. The applicable Document Dates may be viewed from the Receivables Transaction Inquiry Customer window or the Payables Transaction Inquiry Vendor window by clicking the Currency ID Show button after entering your Customer ID or Vendor ID.

document_ship_to_address

Anonymous (anonymous@undisclosed.example.com) — 2015-03-18T18:51:30+00:00

Document Ship To Address The document ship-to is the address entered on the documents included in a report. In the case of Payables Transaction Entry and Receivables Transaction Entry, there is no address entered on the transaction. ---------- Glossary

document_warning_flag

Anonymous (anonymous@undisclosed.example.com) — 2015-06-03T21:08:19+00:00

DynamicZip Report Warning Flags The DynamicZip Tax Reports may contain the following symbols on one or more lines in the report to alert you to conditions encountered while generating the report. # A pound or hash sign indicates that this line is a document reconciling adjustment. This line in the report was generated by the

drop_recreate_table

Anonymous (anonymous@undisclosed.example.com) — 2017-09-11T20:59:10+00:00

Drop and Recreate Tables When you use the DZ Table Maintenance window to Drop & Recreate a DynamicZip table, the existing table and related stored procedures will all be deleted. A new copy of the tables and stored procedures will then be created. All records in the old table will be lost. The new table will contain no records.

dynamic_zip_help

Anonymous (anonymous@undisclosed.example.com) — 2015-04-21T18:02:44+00:00

DynamicZip Help DynamicZip Help may be accessed by pressing F1 in a DynamicZip window, by clicking the Help button in a DynamicZip window or through the About DynamicZip window. ---------- Glossary

dynamics_set_file_examples

Anonymous (anonymous@undisclosed.example.com) — 2017-09-11T21:02:21+00:00

Dynamics Set File Examples Sample Dynamics Set File with DynamicZip Installed 13* 0 Microsoft Dynamics GP 3104 Advanced Security 2416 Control Account Management 1632 Cash Flow Management 2547 Enhanced Commitment Management 1493 SmartList

dynamics_set_file

Anonymous (anonymous@undisclosed.example.com) — 2015-03-18T19:10:40+00:00

Dynamics Set File The Dynamics.set file is responsible for pointing to the dictionaries that are to be loaded when starting Microsoft Dynamics GP This file should be located in your Microsoft Dynamics GP folder. ---------- Dynamics Set File Examples Glossary

dynamiczip_log_file

Anonymous (anonymous@undisclosed.example.com) — 2016-05-05T22:11:29+00:00

DynamicZip Log File NOTE: As of Build 77 the use of the DynamicZip Log File has been discontinued. All references to this file have been removed. Use of the file could result in problems using the Dynamics GP Web Client. The improved DynamicZip process reports have rendered the logging process obsolete.

dz_extended_tax_recalculation_vs_regular

Anonymous (anonymous@undisclosed.example.com) — 2016-07-26T15:24:57+00:00

DZ Extended Tax Recalculation vs DZ Tax Recalculation The difference between DZ Extended Tax Recalculation and DZ Tax Recalculation is that: * DZ Extended Tax Recalculation requires that the document has a Batch ID, DZ Tax Recalculation does not. * DZ Extended Tax Recalculation saves the document as part of the recalculation process, DZ Tax Recalculation does not.

dz_extended_tax_recalculation

Anonymous (anonymous@undisclosed.example.com) — 2017-09-11T21:18:54+00:00

DZ Extended Tax Recalculation DZ Extended Tax Recalculation has been added with Build 70. Previously only DZ Tax Recalculation was available. We have retained DZ Tax Recalculation to preserve backward compatibility. Available via the Additional Menu from the SOP Sales Transaction Entry window. When this menu item is selected, the following process will run:

dz_tax_recalculation

Anonymous (anonymous@undisclosed.example.com) — 2017-09-12T21:38:21+00:00

DZ Tax Recalculation DZ Tax Recalculation is available via the Additional Menu from the Sales Transaction Entry window. When selected, DZ Tax Recalculation runs the following processes: * ZipAddressing will be run on the document Tax Location. * Customer's Taxable Status will be checked based on the document Tax Location.

effective_date

Anonymous (anonymous@undisclosed.example.com) — 2014-10-18T19:02:02+00:00

Effective Date Glossary Effective Date refers to the date that a tax law took effect. This could be the first time a state, county or city collected tax or it may be the date that the tax law was last amended - such as a change in the tax rate.

exempt_id

Anonymous (anonymous@undisclosed.example.com) — 2015-07-14T16:08:09+00:00

Statewide Exempt ID The Exempt ID is the Tax Schedule ID to be assigned to customers in the associated state that have a Taxable Status of Exempt. The Exempt ID field is in the DZ State Setup window. ---------- Glossary

exempt_status_expiration_date

Anonymous (anonymous@undisclosed.example.com) — 2017-09-11T21:19:36+00:00

Exempt Status Expiration Date This date is used for tracking when a customer's state tax exemption expires. After this date, the customer's state based Taxable Status will be flagged as Taxable. Hint: If no date is specified the tax exemption will not expire.

exempt_tax_detail

Anonymous (anonymous@undisclosed.example.com) — 2015-03-18T20:03:56+00:00

Exempt Tax Detail Exempt details are identical to their counterpart (taxable details) except that they have a zero tax rate and contain an “X”, “Y” or “Z” in position 15 of their Tax Detail ID. Please see DynamicZip Tax Detail ID Format for more information. The primary purpose for using Exempt Tax Details is for tracking exempt transactions. The most positive way to identify a transaction's

exempt_tax_schedule

Anonymous (anonymous@undisclosed.example.com) — 2015-04-16T23:30:46+00:00

Exempt Tax Schedule DynamicZip considers a tax schedule to be exempt if it is a Zip Code Exempt Schedule, a Statewide Exempt Tax Schedule or optionally if the word “EXEMPT” is embedded anywhere in the Tax Schedule ID. Logically, all of the Tax Details that are associated with the Exempt Tax Schedule should have a

exemption_type

Anonymous (anonymous@undisclosed.example.com) — 2015-03-18T20:08:12+00:00

Exemption Type A DynamicZip Exemption Type was created as a way to identify why a particular customer ship-to address is tax exempt. Use the DZ Exemption Type Maintenance window to create exemption types as desired. For example you could create the following: * Exemption Type: DIRECT Description: Direct Permit Holder

existing_tax_detail_identification

Anonymous (anonymous@undisclosed.example.com) — 2020-06-09T21:01:13+00:00

Existing Tax Detail Identification The import process checks to see if a tax detail already exists in Dynamics GP prior to creating a new tax detail. If an existing tax detail is found, it will be updated to reflect the settings contained in the Import Source.

fips_code_file

Anonymous (anonymous@undisclosed.example.com) — 2017-09-11T21:28:39+00:00

FipsCodes.txt File This KampDatabase file is used to manage the identification and spelling of place names. The following examples are just that. A lot of cities throughout the country have multiple spellings and/or abbreviations in use. Examples ZIP 07676 The current

fips_codes

Anonymous (anonymous@undisclosed.example.com) — 2015-03-18T20:52:26+00:00

FIPS Code FIPS stands for Federal Information Processing Standards. For our purposes it is simply a code used to identify a specific place regardless of how the place's name may be spelled or abbreviated. DynamicZip relies on FIPS codes to identify tax locations and to manage Zip Addresses. The FIPS codes are imported from the

flat_file_test

Anonymous (anonymous@undisclosed.example.com) — 2018-07-26T17:52:21+00:00

Flat File Test NOTE: Effective with Build 74 this has been replaced with the Verify Rates and Boundaries process. This feature was available at DynamicZip >> Flat File Test in the ZIPsales Import window. Kamp-Data uses this test internally for Software Quality Assurance (SQA) purposes as it helps verify the accuracy of the

geocode_restriction

Anonymous (anonymous@undisclosed.example.com) — 2015-03-18T21:28:00+00:00

Geocode Restriction The geocode restriction allows you to restrict a report to a Geocode or range of geocodes. You can select a range of “” to “0” to effectively restrict to documents that have no geocode. This restriction along with a State, County, City sort order can be helpful in identifying the

geocode

Anonymous (anonymous@undisclosed.example.com) — 2015-08-04T18:05:17+00:00

Geocode A geocode is a numeric representation of a geographic location. In Build 74.0 DynamicZip uses the FIPS Codes available from the United States Board on Geographic Names as provided by Kamp-Data, Inc. The FIPS Codes are imported from the FipsCodes.txt File. Prior to this build, they were imported from the

glossary

Anonymous (anonymous@undisclosed.example.com) — 2021-03-04T22:12:16+00:00

Glossary A * Additional Menu * Address Source * Address Supplement * Administrator * Advanced Tax Calculation * All States * Alternate Microsoft Dynamics Forms * Always Exempt * ASCII File * Authority * Authority Range Restriction * Auto DZ Tax Recalculation * Auto Procedure B * Base On Customer * Base Taxtable Status * Bronze Maintenance Plan * Build Number C * CCH ZIPproduct Manager * Complete+ Database * Country Default * Custom Tax Details * …

great_plains_folder

Anonymous (anonymous@undisclosed.example.com) — 2015-03-18T21:30:48+00:00

Great Plains Folder This is the file folder where Microsoft Dynamics GP is installed. By default, the file path is C:\Program Files\Microsoft Dynamics\GP$YOURFILENAME. This is also the folder in to which DynamicZip should be installed. ----------

group_id

Anonymous (anonymous@undisclosed.example.com) — 2015-03-18T21:31:56+00:00

Group ID The Group ID is used to identify and select a group of states. Some windows allow you to limit specific processes to a Group ID. In these windows, you can type in or select a previously created Group ID, or click the link to create a new Group ID.

import_destination

Anonymous (anonymous@undisclosed.example.com) — 2015-12-30T20:11:39+00:00

Import Destination The DZ Rate And Boundary Import window Import Destination drop down list has the following choices: * Rates and Addresses * Addresses Only Rates and Addresses This is the correct selection for the group of states in which you collect sales tax. Addresses Only

import_folder

Anonymous (anonymous@undisclosed.example.com) — 2016-06-16T21:20:06+00:00

Import Folder When launching the Rate & Boundary Import process, the user is prompted to select a Pathname. The Pathname that needs to be selected is the pathname to the folder that contains the Rate & Boundary Database and KampDatabase Files. ---------- Glossary

import_source

Anonymous (anonymous@undisclosed.example.com) — 2018-05-03T20:38:28+00:00

Import Source Import Source refers to the choice of the Rate & Boundary Database that was imported or that you are choosing to import. * Compete+ Database * KampDatabase * Zip2Tax Database * ZIPsales Database Click here to compare the databases. ---------- Glossary

import_status

Anonymous (anonymous@undisclosed.example.com) — 2017-09-11T21:43:23+00:00

Import Status DynamicZip Import Status is one of the Rate & Boundary Import Restrictions used to manage the rate & boundary import of the Rate & Boundary Database. This is not required unless your situation is unusual in some way. Tax Schedule Import Status Using the DZ Tax Schedule Supplement window Update Both Update Both is the default, which gives the import process free reign to modify the

inactive_tax_details

Anonymous (anonymous@undisclosed.example.com) — 2015-01-03T23:06:00+00:00

Inactive Tax Details Inactive tax details are tax details that are not currently assigned to any Tax Schedule. ---------- Glossary

invalid_tax_schedule

Anonymous (anonymous@undisclosed.example.com) — 2015-03-18T22:45:46+00:00

Invalid Tax Schedule DynamicZip defines any Tax Schedule that does not comply with the Valid Tax Schedule Selection criteria as an Invalid Tax Schedule. Tax schedules may become invalid during the Rate & Boundary Import. Please see Schedules Removed During Import FAQ for more information. ---------- Glossary

inventory_item

Anonymous (anonymous@undisclosed.example.com) — 2015-04-28T17:05:34+00:00

Inventory Item Inventory Items are those items and charges that have been created in the Microsoft Dynamics GP Inventory Item Cards. An item may be a physical item in your inventory or it may be a miscellaneous charge, service or flat fee. Please see your Microsoft Dynamics GP documentation for more information.

inventory_site

Anonymous (anonymous@undisclosed.example.com) — 2015-04-07T22:01:24+00:00

Inventory Site The term Inventory Site or IV Site refers to one of your company's physical locations such as a store front or warehouse. Inventory Sites are setup and maintained using the Site Maintenance window. ---------- Glossary

item_category_override

Anonymous (anonymous@undisclosed.example.com) — 2015-04-24T17:49:26+00:00

Item Category Override Some taxing jurisdictions have a multitude of tax categories while others have very few. For example, Installation may be a single category in most states but some may tax Installation by Vendor differently than Installation by 3rd Party.

item_category

Anonymous (anonymous@undisclosed.example.com) — 2015-08-05T16:25:16+00:00

Item Category Item Category is a DynamicZip designation used to help with the management of groups of items. DynamicZip uses this designation to manage the Tax Option by state for the group of items belonging to the item category. This feature is referred to as

item_class

Anonymous (anonymous@undisclosed.example.com) — 2015-03-25T19:06:36+00:00

Item Class Item Class is a Dynamics GP designation used to help with the management of groups of items. Prior to Build 72 DynamicZip used this designation to manage the Tax Option by state for the group of items belonging to the item class. Please see Tax By Item Category for more information. ----------

ivc

Anonymous (anonymous@undisclosed.example.com) — 2015-06-03T22:20:05+00:00

IVC IVC is an abbreviation for the Microsoft Dynamics GP Invoicing Module. Microsoft Dynamics GP Transactions >> Sales >> Invoice Entry. ---------- Glossary

jurisdiction_address

Anonymous (anonymous@undisclosed.example.com) — 2015-03-18T23:02:48+00:00

Jurisdiction Address The Jurisdiction Address is extracted from the DZ Tax Detail Supplement table based on the customer's Tax Schedule. NOTE: The Jurisdiction Address will only show a city and/or county if there are city and/or county taxes included in the tax schedule. Also if the tax schedule and/or ZIP Code no longer exists, or is no longer valid for the city, Jurisdiction Address will be blank.

jurisdiction_discrepancy

Anonymous (anonymous@undisclosed.example.com) — 2015-03-18T23:06:54+00:00

Jurisdiction Discrepancy When the tax details attached to a document contain conflicting information about the document's Jurisdiction the DynamicZip Tax Reports will use Jurisdiction Discrepancy as the description of the jurisdiction. This indicates that the tax details contain more than one city, county or state. More than one

jurisdiction_level

Anonymous (anonymous@undisclosed.example.com) — 2018-01-23T22:38:00+00:00

Jurisdiction Level The jurisdiction level indicates what jurisdiction levies the tax such as city, county or state. The Jurisdiction Level is indicated by character 4 in the Tax Detail ID. ---------- Glossary

jurisdiction

Anonymous (anonymous@undisclosed.example.com) — 2015-05-15T22:34:50+00:00

Jurisdiction Generally speaking, a jurisdiction is the limits or territory within which authority may be exercised. For our purposes it represents an area with a common set of tax details or alternately a common set tax detail Geocode. Jurisdiction by Tax Details DynamicZip defines a Jurisdiction as a unique collection of tax details. In other words, if a transaction has three associated tax details , those three tax details represent a jurisdiction. Every other transaction included in the r…

kamp_database_files

Anonymous (anonymous@undisclosed.example.com) — 2021-10-06T15:33:59+00:00

KampDatabase Files The collection of files included in the KampDatabase depends on which version you are authorized for. You will need to create an account if you don't already have one in order to download the files from the KampData website. After downloading, these files need to be extracted into the same

kamp_database

Anonymous (anonymous@undisclosed.example.com) — 2017-11-01T16:56:04+00:00

KampDatabase The KampDatabase is a collection of ASCII files compiled by KampData designed to be imported and used by DynamicZip. Since 1995 we have relied on the ZIPsales Database to provide the required data. As of build 74 we have added the option to use the Zip2Tax Database. However both of these databases are built on the framework of ZIP's and city names provided by the USPS. The USPS data is rather messy and includes

lesson_company

Anonymous (anonymous@undisclosed.example.com) — 2015-03-18T23:16:02+00:00

Lesson Company The Microsoft Dynamics GP sample company used for testing and for familiarizing new users with setting up and using their Microsoft Dynamics GP installation. The lesson company's name is Fabrikam, Inc. Microsoft Dynamics GP ships with sample

local_import_path

Anonymous (anonymous@undisclosed.example.com) — 2015-12-14T23:09:27+00:00

Local Import Path The local import path can point to a folder on a local drive or on a mapped network drive. Please see Path on Server for additional related information. ZIPsales Database The local import path is the pathname as it exists on your local workstation to the folder that contains the

location_code

Anonymous (anonymous@undisclosed.example.com) — 2015-03-18T23:17:28+00:00

Location Code The Location Code is assigned by the Tax Authority and is typically used when filing the required tax returns. ---------- Glossary

lock_tax_location

Anonymous (anonymous@undisclosed.example.com) — 2017-12-20T19:17:20+00:00

Lock Tax Location When the lock tax location check box is selected, DynamicZip schedule assignment will use the following fields in the Address Supplement. * Geocode (to identify the city, county and state) * ZIP Code * Country Code (used only if schedule assignment is restricting by country code)

macros

Anonymous (anonymous@undisclosed.example.com) — 2015-04-28T17:05:34+00:00

Macros Microsoft Dynamics GP allows you to record and run macros. Macros are essentially a series of commands and keystrokes recorded in a text file named with a .mac extension. Please refer to your Microsoft Dynamics GP help for more information. ---------- Glossary

minimum_and_maximum_taxable_amounts

Anonymous (anonymous@undisclosed.example.com) — 2015-05-05T20:50:31+00:00

Minimum and Maximum Taxable Amounts Some taxes do not apply until a sale or purchase reaches a specified amount which we refer to as the Minimum Taxable Amount. Likewise some taxes no longer apply after a sale or purchase reaches a specified amount which we refer to as the

modified_document_number

Anonymous (anonymous@undisclosed.example.com) — 2015-03-18T23:34:18+00:00

Modified Document Number Under certain circumstances it is possible to have two different documents with the same document number in Microsoft Dynamics GP. For example, after creating an SOP document but before posting it, a document can be created and posted in receivables transaction entry with the same document number. When this happens, Microsoft Dynamics GP will append a sequential number to the end of the SOP document number during the posting process.

negative_invoice_quantity_sop_line_items

Anonymous (anonymous@undisclosed.example.com) — 2015-05-18T17:04:18+00:00

Negative Invoice Quantity SOP Line Items Microsoft Dynamics GP allows you to enter negative quantity line items in Sales Order Processing. Please see your Microsoft Dynamics GP documentation for more information. ---------- Glossary

negative_transactions

Anonymous (anonymous@undisclosed.example.com) — 2015-03-17T23:28:24+00:00

Negative Transactions For purposes of DynamicZip Tax Reports negative transactions are defined as follows: * Sales documents that result in a reduction in total sales or a reduction in what is due from the customer. * Purchase documents that result in a reduction it total purchases or a reduction in what is owed to the Vendor.

non_zip_code_tax_schedule

Anonymous (anonymous@undisclosed.example.com) — 2015-04-28T17:05:34+00:00

Non Zip Code Tax Schedule A Non ZIP Code Tax Schedule is a Microsoft Dynamics GP Tax Schedule whose Tax Schedule ID does not follow the Zip Code Tax Schedule ID Format. ---------- DZ Remove Tax Schedules window Frequently Asked Questions Glossary

nontaxable_items

Anonymous (anonymous@undisclosed.example.com) — 2015-04-28T23:38:16+00:00

Nontaxable Items Microsoft Dynamics GP uses Tax Option to set an items taxability. One of the choices is Nontaxable. When this option is selected, Microsoft Dynamics GP does not add any tax details or calculate any tax on the item. The DynamicZip Tax by Item Category feature will bring in an

note_index

Anonymous (anonymous@undisclosed.example.com) — 2015-03-18T23:46:56+00:00

Note Index Microsoft Dynamics GP and DynamicZip use a record level field called Note Index to enable linking notes to specific records. For example you can add different customer note to each of your customers in the Customer Maintenance window. ---------- Glossary

object_trigger

Anonymous (anonymous@undisclosed.example.com) — 2016-09-22T21:11:41+00:00

Object Trigger An object trigger is a hook that Microsoft has given to 3rd Party Developers such as us to attach a set of actions that will be executed when a defined event occurs. For Example: On the Customer Maintenance window when the cursor moves off the ZIP Code field, DynamicZip performs

obsolete_tables

Anonymous (anonymous@undisclosed.example.com) — 2015-03-19T17:49:56+00:00

Obsolete Tables Occasionally a DynamicZip table becomes obsolete and is no longer in use. DynamicZip does not currently drop obsolete tables. These tables can be manually dropped (deleted) along with their Auto Procedures if desired. ---------- Glossary

orphaned_records

Anonymous (anonymous@undisclosed.example.com) — 2015-06-03T22:37:38+00:00

Orphaned Records Orphaned records are records that have been severed from the GP system but still exist in the SQL table(s). You can remove orphaned records by running the Check Links Process. How do orphaned records occur? A glitch in the system may result in orphaned records. For example, if a workstation locks up during some process and has to be rebooted or if a process is stopped using the Microsoft Windows Task Manager, orphaned records might result.

outside_city_limits

Anonymous (anonymous@undisclosed.example.com) — 2015-03-19T18:04:22+00:00

Outside City Limits The Outside city limits check box is used to specify that an address is located outside the city's taxing jurisdiction. When this check box is selected, tax schedules that include a city level tax will be considered invalid. Likewise, when this check box is not selected and a tax schedule exists that includes the city's tax, tax schedules that do not include the city tax will be considered invalid.

override_tax_rates

Anonymous (anonymous@undisclosed.example.com) — 2015-03-19T18:20:12+00:00

Override Tax Rates Cities can have special override rates for their state and/or county. Counties can have special override rates for their state. * As of Build 72 override details get the following values from the Rate & Boundary Database overriding record rather than from the record being overridden:

path_on_server

Anonymous (anonymous@undisclosed.example.com) — 2017-06-26T18:26:20+00:00

Path on Server The path on server is the pathname as it exists on the SQL Server machine. It cannot be a mapped drive and it must be physically on the SQL Server machine. This is the pathname that you would see if you view the folder in windows explorer on the SQL Server machine itself - not on your local workstation. SQL Server is only able to access drives and folders that are physically on the SQL Server machine.

pathname

Anonymous (anonymous@undisclosed.example.com) — 2015-04-03T23:04:24+00:00

Pathname A pathname is the sequence of characters that points to a particular folder/directory. For example C:\Downloads\CCH\Current is the pathname for the Current folder. ---------- Glossary

permissions

Anonymous (anonymous@undisclosed.example.com) — 2015-06-05T14:16:56+00:00

Permissions Since Build 71 for Microsoft Dynamics GP v.10, DynamicZip has supported Role Based Security. When DynamicZip is installed and initialized, permissions to perform DynamicZip operations are automatically assigned to the appropriate Microsoft Dynamics GP task. For most installations, this should make granting of permissions virtually automatic.

pop

Anonymous (anonymous@undisclosed.example.com) — 2015-04-28T17:05:34+00:00

POP POP is an abbreviation for Purchase Order Processing and used here to refer to the Microsoft Dynamics GP Purchase Order Processing module. ---------- Glossary

positive_transactions

Anonymous (anonymous@undisclosed.example.com) — 2015-03-17T23:27:24+00:00

Positive Transactions Positive transactions are transactions that result in a charge to the customer. ---------- Glossary

postal_codes_file

Anonymous (anonymous@undisclosed.example.com) — 2017-11-28T19:41:52+00:00

PostalCodes.txt File This KampDatabase file contains ZIP Codes along with the geocodes for each city and state served by the ZIP code. Glossary

posting_date

Anonymous (anonymous@undisclosed.example.com) — 2015-03-19T19:39:50+00:00

Posting Date The date a transaction is posted to the General Ledger. ---------- Glossary

prepopulate_address_supplement

Anonymous (anonymous@undisclosed.example.com) — 2017-12-19T23:04:48+00:00

Prepopulate Address Supplement This process will scan through the related address records and update the Address Supplement accordingly. This process is available for: * DZ Customer Address Supplement window * DZ Site Supplement window * DZ Vendor Address Supplement window If the Zip+4 Option is not enabled or if DynamicZip is unable to identify the county based on the Zip+4 then the county will be updated based on the current tax schedule's county if it has one.

primary_sort

Anonymous (anonymous@undisclosed.example.com) — 2015-03-17T23:05:52+00:00

Primary Sort The Primary Sort Order drop down menu is located in the DZ Report Options window. This drop down list allows you to select and use a specific detail for sorting the output of different Option reports. You may also modify the underlying sort order by clicking the Primary Sort expansion button in the DZ Report Options window; clicking the button will open the

print_on_documents

Anonymous (anonymous@undisclosed.example.com) — 2017-09-12T20:18:47+00:00

Print on Documents The Tax Detail Maintenance window includes the option to “Print on Documents”. This option is useful if you want certain tax detail information to print on documents such as invoices. The information to be printed can include a one character code that can be specified in the Tax Detail Maintenance window next to the Print on Documents checkbox.

ranges

Anonymous (anonymous@undisclosed.example.com) — 2015-06-04T16:27:05+00:00

Ranges For DynamicZip reports: On the DZ Report Options window use the “Ranges” field to specify which transactions you would like to include in your report. Various different date, document, customer and location restrictions are available. Report restrictions can be easily added/removed from any DynamicZip tax report.

rate_and_boundary_database

Anonymous (anonymous@undisclosed.example.com) — 2017-11-28T18:43:00+00:00

Rate & Boundary Database The Rate & Boundary Database is the source of Zip Addresses, tax rates (ie tax details) and tax boundaries (ie tax schedules) that the Rate & Boundary Import process uses to perform the setup and maintenance within Microsoft Dynamics GP. Click here to see the possible

rate_set_index

Anonymous (anonymous@undisclosed.example.com) — 2015-03-31T18:56:34+00:00

RateSet Index Each unique collection of rates existing within one or more boundaries is assigned a RateSet Index by the rate & boundary import process. The RateSet Index is used internally by the software. ---------- Glossary

registration_key_expiration_date

Anonymous (anonymous@undisclosed.example.com) — 2016-04-15T20:08:14+00:00

Registration Key Expiration Date As of build 77, DynamicZip supports registration keys that expire. The Expiration Date can be viewed on the DZ Registration window. The Expiration Date will be blank if the registration keys do not expire. Registration keys that expire are typically provided when DynamicZip is purchased on a subscription plan.

registration_keys

Anonymous (anonymous@undisclosed.example.com) — 2020-03-11T21:47:52+00:00

Registration Keys DynamicZip features are enabled by entering registration keys. Registration keys will be issued to you once you've purchased one or more of our products. * Each new build of DynamicZip or TaxEngine version will require new registration keys. However, service packs for our products

report_level

Anonymous (anonymous@undisclosed.example.com) — 2015-03-19T21:46:20+00:00

Report Level This selection allows you to see more or less detailed reports or process logs. Each choice below includes all the choices below it. The choices are: Verbose Verbose includes all the logging we have enabled in the process. Typically this is used only for debugging or monitoring what is occurring during the process and is normally information overload for day to day operations.

rural_tax_schedule

Anonymous (anonymous@undisclosed.example.com) — 2015-07-14T16:28:40+00:00

Rural Tax Schedule Any tax schedule that does not contain any city level tax details is considered to be a Rural Tax Schedule.

sample_zipsales_database

Anonymous (anonymous@undisclosed.example.com) — 2017-10-11T22:36:20+00:00

Sample ZIPsales Database A sample ZIPsales Database is included in the DynamicZip download, which can be found on the Download Page of our website. This sample contains a block of California and Colorado ZIP Codes as well as an assortment of ZIP Codes including most of those used in the U.S. addresses for the

select_default

Anonymous (anonymous@undisclosed.example.com) — 2017-09-12T20:59:20+00:00

Select Default The Select Default Tax Schedule option in the DynamicZip Setup window will cause DynamicZip to automatically select a tax schedule even when multiple choices exist. When there is only one tax schedule that is not for a city, county, state and/or ZIP that is different than the

shipping_type

Anonymous (anonymous@undisclosed.example.com) — 2017-09-12T21:07:36+00:00

Shipping Type Shipping Method is a Microsoft Dynamics GP field. You can refer to the Microsoft Dynamics GP documentation for information on shipping methods. The thing of primary interest in regards to sales and purchase tax is the Shipping Method's Shipping Type: Pickup or Delivery. The shipping type can be used by Microsoft Dynamics GP when assigning a transaction's tax schedule.

silver_maintenance_plan

Anonymous (anonymous@undisclosed.example.com) — 2017-02-24T19:58:42+00:00

Silver Maintenance Plan Silver Maintenance plan subscription included: * Everything that was included in the Bronze Maintenance Plan. * The monthly releases of Zip2Tax Sales & Use Tax Database. Discontinued This plan was offered in 2015 and 2016 through a redistribution agreement with Zip2Tax. For years 2017 and beyond, the

site_name

Anonymous (anonymous@undisclosed.example.com) — 2015-05-18T18:39:51+00:00

Site Name Microsoft Dynamics GP requires a Site Name in conjunction with its registration. The Site Name is entered in the Registration window. NOTE: Spelling, punctuation, capitalization, and even extra spaces can cause DynamicZip's keys to fail. By doing a File >> Print from the DZ Registration window you can generate a file containing the exact Site Name. Sometimes examining a text file will make it easier to detect an extra space.

skip_city_file

Anonymous (anonymous@undisclosed.example.com) — 2016-06-22T21:36:12+00:00

SkipCity.txt File The KampDatabase file SkipCity.txt file is an ASCII text file that contains the following fields: * ZIP Code * Place name * State code This file contains a row for each city name designated by the USPS as “Unique”, “PO Boxes” or “

sop

Anonymous (anonymous@undisclosed.example.com) — 2015-03-19T22:37:48+00:00

SOP SOP is an abbreviation for Sales Order Processing. ---------- Glossary

sql_optimized

Anonymous (anonymous@undisclosed.example.com) — 2015-03-19T22:38:42+00:00

SQL Optimized This refers to our use of Dexterity based Pass-Through SQL statements to improve the performance of various reports and processes. This optimization is normally the default and normally optional. Making it optional provides us with an excellent tool for our software quality assurance as we can run it both ways and verify that the results match.

sql_soundex

Anonymous (anonymous@undisclosed.example.com) — 2015-06-08T17:36:26+00:00

SQL Soundex Compares the phonetic sound of the city with the cities available in the Zip Address table. It will select the nearest phonetic match even in cases where the nearest is not even close. ---------- Auto Correct City DynamicZip Integration Manager FAQ Glossary

starting_tax_detail

Anonymous (anonymous@undisclosed.example.com) — 2015-03-19T23:21:00+00:00

Starting Tax Detail If you are removing a range of tax details in the DZ Remove Tax Details window type your starting tax detail here. ---------- Glossary

starting_tax_schedule_ending_tax_schedule

Anonymous (anonymous@undisclosed.example.com) — 2015-03-19T23:25:46+00:00

Starting Tax Schedule In this window field, the range will start and end with the descriptions displayed for the starting and ending tax schedule IDs. ---------- Glossary

state_code

Anonymous (anonymous@undisclosed.example.com) — 2015-03-19T23:29:54+00:00

State Code The two letter abbreviation for a U.S. state name. Example: TX, for Texas. CA, for California. etc. ---------- Frequently Asked Questions Glossary

state_setup_file

Anonymous (anonymous@undisclosed.example.com) — 2016-06-22T21:37:05+00:00

StateSetup.txt File This KampDatabase file contains basic information used in the initial creation of records in the DZ State Setup table. ---------- Glossary

states_included_file

Anonymous (anonymous@undisclosed.example.com) — 2016-06-09T18:49:14+00:00

StatesIncluded.txt File This KampDatabase file contains basic information about the states included in the KampDatabase. ---------- Glossary

states_included

Anonymous (anonymous@undisclosed.example.com) — 2015-03-19T23:31:08+00:00

States Included Select specific states in the States Included scrolling window to limit the process to the selected states. ---------- Glossary

statewide_tax_schedule

Anonymous (anonymous@undisclosed.example.com) — 2019-02-19T16:47:25+00:00

Statewide Tax Schedule A statewide tax schedule is typically a tax schedule that applies throughout the state. DynamicZip creates statewide schedules with a particular tax schedule ID format. See How do I handle the states that I want to exclude from taxation for more information. ---------- Glossary

statewide_taxable_schedules

Anonymous (anonymous@undisclosed.example.com) — 2015-03-19T23:35:18+00:00

Statewide Taxable Schedules To create taxable tax details and schedules for each state, use the Create Statewide Taxable Schedules feature. The following will be created or updated for each state: * A Tax Schedule will be created using the two-letter state code followed by the word Taxable as its tax schedule ID. The tax schedule description will be the state name followed by the word Taxable.

streamlined_sales_tax

Anonymous (anonymous@undisclosed.example.com) — 2015-03-19T23:38:32+00:00

Streamlined Sales Tax The Streamlined Sales Tax was created to simplify the collection and administration of sales and use taxes in states that have signed the Streamlined Sales Tax Agreement. Please visit the Streamlined Sales Tax website for more information.

sts

Anonymous (anonymous@undisclosed.example.com) — 2021-07-06T17:32:43+00:00

Sales Tax Systems 5 Digit Platinum Edition Database This Database is another source of sales and use tax rates for use by DynamicZip Build 83 and later for import into Microsoft Dynamics GP. * This database subscription is a separate purchase made directly from Sales Tax Systems and

system_administrator

Anonymous (anonymous@undisclosed.example.com) — 2015-03-19T23:39:54+00:00

System Administrator We use System Administrator to refer to the “sa” or “DYNSA” users in SQL and Microsoft Dynamics GP ---------- Glossary

tasks

Anonymous (anonymous@undisclosed.example.com) — 2015-03-25T22:04:12+00:00

Tasks Microsoft Dynamics GP defines tasks as: Security tasks contain the windows, reports, and other resources that users need to access to complete tasks in Microsoft Dynamics GP. You can use default security tasks, modify the default security tasks or you can create new security tasks to fit your needs.

tax_authority

Anonymous (anonymous@undisclosed.example.com) — 2015-03-19T23:46:54+00:00

Tax Authority The Tax Authority is the government branch or law that levies the tax. * For state tax details, the Tax Authority is State. * For county tax details, the Tax Authority is County. * For city tax details, the Tax Authority is City.

tax_detail_default

Anonymous (anonymous@undisclosed.example.com) — 2016-01-26T16:52:21+00:00

Tax Detail Default A Tax Detail Default as specified in the DZ State Setup window is a setting that is applied to all new Tax Detail created by the Rate & Boundary Import. Changing a Tax Detail Default does not effect Tax Details that already exist. Please see the DZ Modify Tax Details window to modify the setting on Tax Details that already exist.

tax_detail_description

Anonymous (anonymous@undisclosed.example.com) — 2015-12-10T21:12:26+00:00

Tax Detail Description The Tax Detail Description in Microsoft Dynamics GP is a 30 character string used to describe the Tax Detail. Tax Details that get created by DynamicZip as part of the Rate & Boundary Import process have the following Tax Detail Description Format: * The name of the city, county and or state for which the tax is being assessed.

tax_detail_id

Anonymous (anonymous@undisclosed.example.com) — 2017-09-12T21:24:57+00:00

Tax Detail ID The Tax Detail ID in Microsoft Dynamics GP is an uppercase, 1-15 character string that is used to identify a Tax Detail. DynamicZip has two different formats for Tax Details to distinguish between Zip Code Tax Schedule and Statewide Schedules. Tax Details that get created for Zip Code Tax Schedules have the following Tax Detail ID format.

tax_detail_supplement_address

Anonymous (anonymous@undisclosed.example.com) — 2015-03-20T19:50:00+00:00

Tax Detail Supplement Address The tax detail supplement address is found on the DZ Tax Detail Supplement table. The tax detail supplement address associated with a particular tax schedule can be viewed by selecting Jurisdiction from the Additional menu while in the Customer Address Maintenance window.

tax_detail_type

Anonymous (anonymous@undisclosed.example.com) — 2015-03-20T22:30:58+00:00

Tax Detail Type Tax Detail Type specifies whether the Tax Detail will apply to sales or to purchases. Sales Calculates and tracks tax information for modules within the Sales series. This tax type typically is used for taxes on the sale of taxable goods or services.

tax_detail

Anonymous (anonymous@undisclosed.example.com) — 2017-09-12T21:21:18+00:00

Tax Detail Tax details identify specific taxes, their tax rate and other details. You can view tax details using the Tax Detail Maintenance window. A Microsoft Dynamics GP Tax Detail represents a single tax such as a state sales tax. A Tax Schedule is a collection of one or more Tax Details. For example, a Tax Schedule may contain a state sales tax detail, a county sales tax detail and a city sales tax detail. The DynamicZip

tax_district_abbreviation_file

Anonymous (anonymous@undisclosed.example.com) — 2017-11-29T18:40:01+00:00

TaxDistAbbr.txt File This KampDatabase file contains abbreviations for various terms used as part of tax district names. These abbreviations are applied during the rate and boundary import to help fit the tax district names into the space allowed by the table columns (typically 30 characters).

tax_location_type

Anonymous (anonymous@undisclosed.example.com) — 2016-09-21T22:47:31+00:00

Tax Location Type The tax location type is a value used internally to identify the type of location that is calling ZipAddressing and/or tax schedule selection. The primary sources are the following DynamicZip global constants: Constant Value KD_LOCATION_UNKNOWN

tax_location

Anonymous (anonymous@undisclosed.example.com) — 2017-09-12T21:29:39+00:00

Tax Location Tax Location means the physical location or jurisdiction at or in which the tax is accrued. Generally speaking, the Tax Location is the FOB point as determined below: Sales: * If the Shipping Method has a Shipping Type of Delivery, the Ship-To address is the Tax Location.

tax_on

Anonymous (anonymous@undisclosed.example.com) — 2015-03-20T22:47:54+00:00

Tax on Sales or Purchases The Type (Sales or Purchases) specified in the Tax Detail Maintenance window determines if the Tax is on sales or purchases. ---------- Glossary

tax_option

Anonymous (anonymous@undisclosed.example.com) — 2015-10-20T14:41:55+00:00

Tax Option Tax Option is a Microsoft Dynamics GP drop down list that contains the following three choices: Constant Value Taxable 1 Nontaxable 2 Base On Customer 3 ---------- Glossary

tax_rate_setup

Anonymous (anonymous@undisclosed.example.com) — 2015-03-20T23:02:58+00:00

Tax Rate Setup This option can be used to sort reports by Tax Rate (set up) when chosen as the Primary Sort choice in the DZ Report Options window. This sort by is based on the tax rate from the Tax Detail Maintenance window. ---------- Glossary

tax_rate

Anonymous (anonymous@undisclosed.example.com) — 2015-03-20T23:01:34+00:00

Tax Rate The tax rate is determined by the rate displayed in the Tax Detail Maintenance window. Details to be added or removed can be restricted to those with a tax rate of zero or a tax rate that is not zero. ---------- \Glossary

tax_sales_at_use_tax_rates

Anonymous (anonymous@undisclosed.example.com) — 2016-04-14T21:30:27+00:00

Tax Sales at the Use Tax Rate Some states allow some companies to collect sales tax at the use tax rate. Tax on purchases are always at the use tax rate. Tax on sales can potentially be at either rate. The DZ State Setup window allows you to make this selection. ---------- Glossary

tax_schedule_description

Anonymous (anonymous@undisclosed.example.com) — 2017-09-12T21:43:52+00:00

Tax Schedule Description The tax schedule description is a field that provides the State, County, and City information for a given Tax Schedule. Format of Description Position 1-3 * The two letter state code followed by a space. Position 4-30 * Statewide Tax Schedule

tax_schedule_id

Anonymous (anonymous@undisclosed.example.com) — 2018-05-09T18:32:22+00:00

Tax Schedule ID A tax schedule ID is used to identify a particular Tax Schedule (collection of tax details). Great Plains will calculate the sales tax based on the collection of tax details included in the tax schedule that has been selected. Please see the following articles for more information:

tax_schedule_note_indexes_option

Anonymous (anonymous@undisclosed.example.com) — 2017-09-12T21:44:48+00:00

Tax Schedule Note Indexes Option When this option is selected in the DynamicZip Setup window the Sql Optimized Import of the Rate & Boundary Database will include a step that assigns a Note Index to each Tax Schedule that does not already have one. This step can be time consuming and for most companies, is probably not necessary or helpful. You can select this option prior to any import of the Rate & Boundary Database if you decide that you need to have the Note Indexes assigned.

tax_schedule_selection_priority

Anonymous (anonymous@undisclosed.example.com) — 2017-08-10T15:03:26+00:00

Tax Schedule Selection Priority The Priority field in the DZ Tax Schedule Supplement Table is set during import of the tax rate database. (The lower the number in this field, the higher its priority.) Priority is based on the following: * Rate in descending order (maximum rate gets top priority).

tax_schedule

Anonymous (anonymous@undisclosed.example.com) — 2015-05-14T16:11:48+00:00

Tax Schedule A tax schedule is a group of tax details. You can view the tax schedules using the Tax Schedule Maintenance window. For help with understanding the tax schedules created by DynamicZip please see Zip Code Tax Schedule ID Format and Statewide tax schedule ID format. ---------- Glossary

tax_type

Anonymous (anonymous@undisclosed.example.com) — 2015-07-27T21:42:44+00:00

Rate Type Many states have a tax rate for sales tax and a tax rate for use tax. DynamicZip uses Rate Type to indicate the tax rate - Sales or Use. See also Tax Sales At Use Tax Rates and Tax Detail ID. ---------- Glossary

taxable_id

Anonymous (anonymous@undisclosed.example.com) — 2017-09-12T21:45:47+00:00

Statewide Taxable ID A Taxable ID is the Tax Schedule ID to be assigned to customers in the associated state that have a Taxable Status of Taxable. The Taxable ID field is in the DZ State Setup window. NOTE: If a tax schedule ID is entered into the Taxable ID field on the DZ State Setup window

taxable_or_exempt

Anonymous (anonymous@undisclosed.example.com) — 2015-03-23T18:15:02+00:00

Taxable or Exempt Taxable or Exempt is determined by the Tax Detail ID. ---------- Glossary

taxable_states_group_id

Anonymous (anonymous@undisclosed.example.com) — 2017-09-12T21:53:00+00:00

Taxable States Group ID The Taxable States Group ID is specified in the DynamicZip Setup window. The Taxable States Group ID is used to specify the group of states in which and for which sales tax is charged and collected. If this field is left blank, then it has no affect. If a

taxable_status

Anonymous (anonymous@undisclosed.example.com) — 2019-09-28T13:21:06+00:00

Taxable Status The Taxable Status affects the Tax Schedule Selection process. In other words, if you change a customer from Taxable to Exempt in the DZ Customer Supplement window the change has no affect until DynamicZip selects a tax schedule for this customer. Please see Tax Schedule Selection for more information.

taxable_tax_schedule

Anonymous (anonymous@undisclosed.example.com) — 2015-03-23T18:28:46+00:00

Taxable Tax Schedule Any Tax Schedule that is not an Exempt Tax Schedule. ---------- Glossary

taxable

Anonymous (anonymous@undisclosed.example.com) — 2015-03-23T17:19:26+00:00

Taxable If you select Taxable for your Tax Option then you must select a tax schedule to use for all items in this Item Category when selling in the selected state. This option allows for Advanced Tax Calculation. ---------- Frequently Asked Questions Glossary

thomson_reuters_onesource_compete_plus

Anonymous (anonymous@undisclosed.example.com) — 2020-09-24T21:04:15+00:00

Thomson Reuters ONESOURCE Complete+ Database This Database is another source of sales and use tax rates for use by DynamicZip Build 79 and later for import into Microsoft Dynamics GP. * This database subscription is a separate purchase made directly from Thomson Reuters and

transaction_history_files

Anonymous (anonymous@undisclosed.example.com) — 2017-09-12T21:57:19+00:00

Microsoft Dynamics GP Transaction History Microsoft Dynamics GP automatically creates Transaction History files when transactions are posted. The DynamicZip Tax Reports extract their information from these history files. As a result, the DynamicZip Tax Reports are always in sync with your Microsoft Dynamics GP transaction history.

transaction_source

Anonymous (anonymous@undisclosed.example.com) — 2015-03-23T18:45:08+00:00

Transaction Source This field contains the batch ID that the transaction was posted into. ---------- Glossary

transaction_work_files

Anonymous (anonymous@undisclosed.example.com) — 2015-03-23T18:50:24+00:00

Transaction Work Files Transaction work files are transactions that have not been posted. ---------- Glossary

unused_tax_details

Anonymous (anonymous@undisclosed.example.com) — 2015-03-23T18:52:20+00:00

Unused Tax Details Details where the Total Sales/Purchases in the Tax Detail Maintenance window equals zero in both the Year to Date and Last Year fields. ---------- Glossary

update_number

Anonymous (anonymous@undisclosed.example.com) — 2015-03-23T18:54:10+00:00

Update Number DynamicZip tracks Rate & Boundary Imports and various other processes by number. This number is referred to as an Update Number. Update Numbers can be found on the following windows: * DZ Zip+4 Geocode window * DZ Tax Detail Modifications window * DZ Tax Schedule Modifications window * DZ View Update History window ---------- Glossary

use_advanced_tax_calculation

Anonymous (anonymous@undisclosed.example.com) — 2017-09-25T20:01:36+00:00

Use Advanced Tax Calculation Use Advanced Tax Calculation (ATC) with Tax By Item Category (TBIC). This option is available in the DynamicZip Setup window. This option affects the way the Tax By Item Category feature behaves in conjunction with the Taxable Tax Option in the following ways: * When this option is selected, the Item Tax Option will be set to Taxable and the Item Tax Schedule ID will be set to the Tax Schedule ID specified in the

use_tax_rates

Anonymous (anonymous@undisclosed.example.com) — 2016-04-14T21:31:52+00:00

Use Tax Rates Use tax rates are the tax rates charged on products purchased for internal use as opposed to the tax rate charged on the sale of those items. Use tax rates are sometimes the same as the sales tax rate, but not always. Quite often the use tax rate does not include any county and/or city taxes. Some states allow out of state companies to collect and report

users_allowed

Anonymous (anonymous@undisclosed.example.com) — 2017-09-12T20:28:39+00:00

Users Allowed Microsoft Dynamics GP restricts the number of users who can be logged in simultaneously. You can see the number of Users Allowed in your installation displayed on the Company Login window. The number of Users Allowed is also displayed in the

usps_city_name

Anonymous (anonymous@undisclosed.example.com) — 2015-03-23T19:17:02+00:00

USPS Preferred City Name The USPS City name is the city that the U.S. Postal Service prefers that we use when addressing mail to a particular ZIP Code. The USPS City is typically the city in which the post office exists. The USPS City name may or may not be the actual city being delivered to.

verify_rates_and_boundaries

Anonymous (anonymous@undisclosed.example.com) — 2015-05-18T21:33:27+00:00

Verify Rates & Boundaries This process reads the rate & boundary import source file (referred to herein as the flat file) and attempts to select a tax schedule for each address included in the flat file and then compares the rate in the flat file with the selected tax schedule's rate. The results of this test will show you how many successful matches were found and how many of those were:

zero_rate_tax_detail

Anonymous (anonymous@undisclosed.example.com) — 2015-04-28T17:05:34+00:00

Zero Rate Tax Detail A zero rate tax detail is a Microsoft Dynamics GP tax detail where the Percentage is equal to 0.0000%. Such tax details are traditionally used by DynamicZip for tracking & reporting sales into tax free jurisdictions, sales of exempt items/freight/misc., and sales to exempt customers.

zero_rate_tax_schedule

Anonymous (anonymous@undisclosed.example.com) — 2015-03-23T19:30:04+00:00

Zero Rate Tax Schedule Also known as an exempt Tax Schedule. A tax schedule that does not charge tax. Either because: * the attached Tax Detail have a 0% rate. (Recommended for DynamicZip Tax Reports.) * there are no tax details attached to the schedule. (NOT recommended!) ----------

zip_address_import_source_file

Anonymous (anonymous@undisclosed.example.com) — 2018-09-25T22:06:22+00:00

Zip Address Import Source A Zip Address Import Source file is the ASCII file from which you will be Importing Zip Addresses. The ASCII file can be comma or tab-delimited, or fixed position. The Zip.txt file included in the ZIPsales Database is an example of this type of file. Required fields are:

zip_address

Anonymous (anonymous@undisclosed.example.com) — 2016-09-21T17:11:18+00:00

Zip Address A Zip Address is the unique combination a ZIP Code, city and state. When the Zip+4 is part of the Zip Address, then the county will also be known. DynamicZip creates and maintains Zip Addresses through the Rate & Boundary Import and Zip Address Import processes. A Zip Address can become invalid if the

zip_code_exempt_schedule

Anonymous (anonymous@undisclosed.example.com) — 2017-09-12T22:15:14+00:00

Zip Code Exempt Schedule ZIP Code exempt schedules are identical to their counterpart (the Zip Code Tax Schedule) except that they are Zero Rate Tax Schedule and contain an “X” in position 15 of their Tax Schedule ID. These exempt schedules are created during the Rate & Boundry Import process if the “Create ZIP Code Exempt Schedules

zip_code_format

Anonymous (anonymous@undisclosed.example.com) — 2017-09-12T22:16:24+00:00

ZIP or Postal Code Format USA Format 99999 or 99999-9999 ZipAddressing can be turned on or off for this format in the DynamicZip Setup window. Canadian Format a9a 9a9 ZipAddressing can be turned on or off for this format in the DynamicZip Setup window. Please see Importing Canadian Postal Codes. ----------

zip_code_tax_schedule_id_format

Anonymous (anonymous@undisclosed.example.com) — 2019-03-13T22:27:44+00:00

ZIP Code Tax Schedule ID format All Builds * Position 1 - 5 * ZIP Code * Position 6 * Blank Build 74 and later * Position 7 & 8 * Used to make each schedule ID unique. Position 7 will be blank unless no choices remain unused for position 8.

zip_code_tax_schedule

Anonymous (anonymous@undisclosed.example.com) — 2015-04-20T23:26:10+00:00

Zip Code Tax Schedule A Zip Code Tax Schedule is a Microsoft Dynamics GP Tax Schedule whose Tax Schedule ID is in the Zip Code Tax Schedule ID Format. Please see Tax Schedule Description for information regarding Zip Code Tax Schedule descriptions. NOTE: DynamicZip assumes that any tax schedule ID whose first 5 characters are all numbers (USA format) or whose first character is a letter followed by four or more blanks (Canadian format) is a ZIP Code Tax Schedule.

zip_code

Anonymous (anonymous@undisclosed.example.com) — 2015-03-23T23:14:32+00:00

ZIP Code A numerical, five digit code used to identify a street address. Generally, a U.S. street address. Some other foreign countries use ZIP Codes, while others have postal codes (e.g. Canada). ---------- Frequently Asked Questions Glossary

zip_plus_4_file

Anonymous (anonymous@undisclosed.example.com) — 2026-03-18T17:19:57+00:00

Zip+4 File This ASCII file contains the data that links a ZIP Code that included the plus 4 extension with the state and county served by that Zip+4. File Name Build 74 and later * ZipPlus4.txt (provided by KampData) Build 73 and prior * PLUS4.txt (provided by

zip_product_manager

Anonymous (anonymous@undisclosed.example.com) — 2018-07-17T17:06:54+00:00

CCH ZIPproduct Manager The ZIPproduct Manager is provided by CCH as a way to download your CCH ZIPsales Database monthly updates. If you do not have this program on your computer, you can download it from . If you need support for your ZIPproduct Manager, the following options are available:

zip2_tax_database_folder

Anonymous (anonymous@undisclosed.example.com) — 2015-05-18T22:04:38+00:00

Zip2Tax Import Folder The folder where the Zip2Tax Database is saved. Zip2Tax is a new import source available in Build 74 and later. ---------- Frequently Asked Questions Glossary Rate & Boundary Import Checklist

zip2_tax_database

Anonymous (anonymous@undisclosed.example.com) — 2019-01-02T20:08:37+00:00

Zip2Tax Database The Zip2Tax Database is another source of sales and use tax rates for use by DynamicZip Build 74 and later for import into Microsoft Dynamics GP. * The Zip2Tax database subscription is a separate purchase made directly from Zip2Tax and

zip4

Anonymous (anonymous@undisclosed.example.com) — 2015-03-23T20:55:50+00:00

Zip+4 The Zip+4 extension provides a more concise identification of a Tax Location than a ZIP Code without the 4 digit extension. What we gain from the Zip+4 extension is the ability to determine in which county the Zip Address is located. ---------- Glossary

zipsales_database_detailg_file

Anonymous (anonymous@undisclosed.example.com) — 2017-09-12T22:25:16+00:00

ZIPsales Database DetailG File The DynamicZip Rate & Boundary Import process utilizes the information contained in this CCH ZIPsales Database file only when the breakdown details total the same tax rate as the source file detail being overridden. As of Build 73 all of the records in the ZIPsales Database Detailg File are assumed to represent a break down of taxes contained in the Local.txt file. This is in response to instructions (from

zipsales_database_folder

Anonymous (anonymous@undisclosed.example.com) — 2017-09-22T18:26:02+00:00

Rate & Boundary Database Folder The folder where the Rate & Boundary Database is saved. Import Rate & Boundary Database Checklist Frequently Asked Questions Glossary

zipsales_database_rules_file

Anonymous (anonymous@undisclosed.example.com) — 2015-05-18T22:14:52+00:00

ZIPsales Database Rules File The Rules.txt file included in the ZIPsales Database contains freight taxing rules. DynamicZip does NOT automatically setup Tax By Item Category for freight by importing this file. We will not build such functionality into DynamicZip due to the fact that freight taxability is often subject to how each company calculates and bills its customers for freight. However, you may find this file to be helpful when determining your own freight taxability.

zipsales_database

Anonymous (anonymous@undisclosed.example.com) — 2018-07-17T17:08:52+00:00

ZIPsales Database The ZIPsales Database is a source of sales and use tax rates for import by DynamicZip into Microsoft Dynamics GP. * The ZIPsales Database subscription is a separate purchase, and NOT included in the price of DynamicZip. * The database can be purchased from

zipsales_returns

Anonymous (anonymous@undisclosed.example.com) — 2015-03-23T20:47:48+00:00

ZIPsales Returns ZIPsales Returns is a CCH product and service that can be utilized to generate signature ready tax returns from the DynamicZip export file created by printing the Option F Tax Report. ---------- Glossary