Updating QAD Records with Quantum GeoCodes
When setting up SUTI, you should use the Tax Zone Update Utility (29.12.13) to do the following:
• Generate a corresponding GTM tax zone record for each GeoCode in the Quantum system.
• Update the Tax Zone field in QAD ERP customer, supplier, end user, and company or entity address records for US and Canadian addresses.
You can also use this utility to:
• Update tax zone and address data in the QAD ERP application when it changes in the Quantum system.
• Generate a report of changed GeoCodes in the Quantum system without modifying any records in the QAD ERP application.
Using this utility, you can update both GTM tax zone records and address record tax zones, or tax zone records only. You may want to do the latter to set up Quantum GeoCodes in the QAD ERP application while still using GTM functionality to calculate taxes for the address range specified.
Note: Because any tax zone specified on an address record must exist in the QAD ERP application, you cannot use this function to update only address tax zone records.
Running this utility always generates a report of tax zones (GeoCodes) and address record tax zone values that have changed in the Quantum system since this utility was last run. This report is for the record range specified, and is generated regardless of the settings of the Update Tax Zone Records and Update Address Tax Zones fields.
Note: Running this utility has no impact on tax zone records with non-US or Canadian country codes.
Tax Zone Update Utility (29.12.13)
Enter a range of customer, supplier, or company (or entity) address codes to select QAD ERP address records to update.
Enter a range of existing tax zone codes to select QAD ERP tax zone records to update.
Note: When you specify a tax zone range here, Quantum GeoCodes outside this range do not have corresponding tax zone records generated or updated for them in the QAD ERP application.
State, County, City, Postal Code, Country
Use these fields to select QAD ERP address records to update.
Specify an address list type to identify address records to be updated by this function. If you leave this field blank, all address types are considered.
System-assigned address list types with tax data include:
You can manually assign additional user-defined address list types to individual QAD ERP address records using Address Type Create (18.104.22.168.1).
Update Tax Zone Records.
Set to Yes to update existing QAD tax zone records and generate new tax zone records as needed.
The first time you run this utility with this field set to Yes, a tax zone record is generated in QAD for each GeoCode in the Quantum system.
Set this field to No to generate a report of GeoCodes that have changed in the Quantum system since the last time this utility was run. If you are running this utility for the first time, setting Update Tax Zone Records to No lets you review a report of tax zone records that will be generated when you run this utility with Update Tax Zone Records and Update Address Tax Zones set to Yes.
Update Address Tax Zones.
Set to Yes to update QAD ERP customer, supplier, and company address records with appropriate tax zones, or GeoCodes.
When Update Tax Zone Records is No, this field cannot be set to Yes.
If a GeoCode is not found for an address record, an error message displays in the report and that record is not updated.
When more than one GeoCode is found for an address record, the first GeoCode found defaults to the Tax Zone field on that record, and a message displays in the report to alert you of this.
Note: When you use this utility to update the Tax Zone field for QAD ERP address records, already-printed invoices are not reprinted, nor are tax environments on open orders updated to reflect the changes.