STX Installation/Setup Procedures
This section lists the Installation and Set Up procedures that should be followed when configuring the Sales Tax Processing System. These procedures should be performed prior to processing any sales orders or invoices on the StreamV System.
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Assign the correct Taxcode
record to each zip code in the Zip Code File.
Make sure that all taxable and
non-taxable inventory items in the system are flagged properly.
Set the Sales Tax processing
parameters in the System Control file.
Assign the appropriate Taxtype to all
customer and ship to records.
Assign the appropriate Taxcode
to each customer record based on the customer zip code.
Assign the appropriate Taxcode
and Taxtype to all ship to records based on the ship to zip code.
Load all open sales orders with
the appropriate Taxcode based on the ship to zip code.
Load any converted invoice line
items with the correct Taxcode information