To update a zip code file:Use the zip code and sales tax update functionality to update your zip code and sales tax information on a regular basis. Having current zip code information is crucial to having up-to-date customer and vendor information. Having current sales tax files is vital when processing sales tax during sales order entry, as well as other functions in the system. This automatic process can save you from manually having to maintain your zip code and sales tax files.
On a monthly basis, Eclipse support administrators receive zip code and sales tax updates. You then schedule the system to download this information from a local ftp server in a manageable file format and size. The zip code files contain standard five digit zip codes. The zip + 4 files contain street level zip code information including the four digit extension. Sales tax code files contain sales tax rates for a given geocode and effective date. After the first upload, the files you download are difference files, which contain only the information that has changed and needs to be updated.
When you purchase either the National Sales Tax companion product or the zip code updates add-on product, you are assigned an ftp user name and password that allows you to download updates on a monthly basis.
We recommend that you set the following control maintenance records to determine which users or messages groups receive notification regarding file updates:
Each time you upload new zip code files, the system generates a report that details, for example, which zip codes, or rates, have changed. If no information is available, the system sends you a message that there are no update files currently available and that the utility has been rescheduled to run.
To update a zip code file:
From the Files > Tax, Duty & Exchange Rates menu, select Zip Code File Update to display the Zip Code File Update screen.
In the Type field, press F10 and select from one of the following zip code types:
Zip (US) – Selects U.S. zip codes.
Zip (CA) – Selects Canadian zip codes.
Zip (US/CA) – Selects both U.S. and Canadian zip codes.
Use one of the following hot keys to process the information:
Begin – Updates the zip code files.
Schedule – Displays the Phantom Scheduler screen where you can schedule the system to update the file on a regular basis. For more information, see Scheduling Phantom Processes.
Last Update – Displays the most recent date on which you ran an update for a sales tax update or a Zip+4 update.
To update a zip + 4and sales tax file:
From the Files > Tax, Duty & Exchange Rates menu, select Zip +4/Sales Tax File Update to display the Zip+4/Sales Tax File Update screen.
Use one of the following hot keys to process the information:
Begin – Updates the zip code+four and sales tax files.
Schedule – Displays the Phantom Scheduler screen where you can schedule the system to update the file on a regular basis. For more information, see Scheduling Phantom Processes.
Last Update – Displays the most recent date on which you ran an update for a sales tax update or a Zip+4 update.
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