To maintain a zip code:Use the zip code maintenance functionality to create zip code records and to edit tax and ship via information for a zip code.
To maintain a zip code:From the Files menu, select Zip Code to display the Zip Code Maintenance screen.
In the Zip Code field, enter a zip code or one of the following:
New – Prompts you to enter a new zip code.
City – Displays a list of all zip codes associated with that city. Select a name from the list.
In the Country field, do one of the following:
Enter the name of the country associated with the zip code.
Press F10 and select from a list of countries.
In the State field, do one of the following:
Enter the name of the state associated with the zip code.
Press F10 and select from a list of states.
You must enter information in the State field if either of the following conditions occur:
You are creating a new zip code.
The country for the zip code is listed in the Countries That Require State For Zip Code control maintenance record.
Note: If you are entering information for a foreign vendor or customer, type a "." (period) in the State field.
In the Dflt Tax Jr field, you can replace OOS with a tax jurisdiction code. To replace the OOS entry, position the cursor on the Dflt Tax Jr field and press the Spacebar to remove the entry. Then press F10 and select the appropriate jurisdiction code from the list.
Because taxes apply to states and jurisdictions within a state, you can assign the tax jurisdiction codes to zip codes. The Zip Code File then serves as the link between a customer and the taxes charged to the customer. The Zip Code file is originally created with a Default Tax Jurisdiction of OOS (out-of-state) for each zip code.
Tax jurisdiction codes are defined in Tax Jurisdiction Code Maintenance. For more information, see Creating Sales Tax Jurisdiction Codes.
In the Dflt Geocode field, enter a geocode if you use the National Sales Tax Database companion product. For more information, see National Sales Tax Database Overview.
In the Dflt Ship Via field, do one of the following to determine the default ship via to assign to the displayed zip code:
Enter the name of the ship via.
Press F10 and select a ship via.
The ship via will be assigned to an order, based on the zip code of the customer if there is not already a ship via assigned to the terminal where the order is written. This field is optional.
Use the ShipVias by Br hot key to display the Zip Code Ship Vias by Branch screen and enter the override ship via if a branch has an override ship via. If no default has been set for the ship via, the system will use the zip code given in this screen.
In the Dflt Delivery Time field, enter a default time for the first truck delivery stop in this zip code. This is the time that the truck going to the indicated zip code would normally arrive at the first delivery stop. The person in charge of manifests uses this time to schedule delivery stops. This field is optional.
This time is displayed in the DelTime field on a shipping manifest unless the customer has a different time assigned in the Normal Delivery Time of Day field on the Miscellaneous Customer Information screen. For more information, see Adding Miscellaneous Customer Information.
In the Remit-To Override field, press F10 and select the remit-to entity to override the remit-to set up for a branch. The system uses the selected remit-to for branches in this zip code.
A remit-to entity's name, address, and phone number display on the customer's invoice to inform the customer where to send payment. Each branch is assigned a remit-to entity in Branch Maintenance that you can override in Customer Maintenance or in Zip Code Maintenance, if necessary. Create remit-to overrides in Remit-To Maintenance. For more information, see Assigning Remit-to Addresses to Branches.
In the City field, the system displays the cities associated with the designated zip code are listed. If necessary, you can add a new city to the list. To assign a local or city tax in addition to the tax in the jurisdiction associated with the zip code, first create the tax code specific to the city, and then enter it in the Juris Ovrd field that corresponds to that city.
In the Juris Ovrd field, enter an override tax jurisdiction code or geocode if a city or district within the zip code is subject to different taxes. This field is optional.
Use the Branch Tax Juris Ovrd hot key to display the Zip Tax Juris Maint screen and enter the override code if a branch has an override jurisdiction code. This field is optional.
Note: To assign a local or city tax in addition to the tax in the jurisdiction associated with the zip code, first create the tax code specific to the city, and then enter it in the Juris Ovrd field that corresponds to that city.
Press Esc to save the new zip code.
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