Tax Detail Setup Import????

  • Tax Detail Setup Import????

    Posted by Tammy-Chavez on April 6, 2017 at 6:08 pm
    • Tammy Chavez

      Member

      April 6, 2017 at 6:08 PM

      Good Afternoon,

      Is it possible to do a table import for Tax Details in to the Sales/Purchasing Tax Master table?  I have a client who has over 100 tax details that we need to now create 2 new versions of (Exempt and Labor Only).  I was hoping to build this out in Excel and then import via table import.

      Any suggestions on this?

      Thanks in advance.  

      ——————————
      Tammy Chavez
      Senior Software Consultant
      LightHouse Business Information Solutions, LLC.
      Albuquerque NM
      ——————————

    • Tammy Chavez

      Member

      April 6, 2017 at 6:51 PM

      Found this great article related to my question.  If anyone else runs into this.

      Lesson Learned- Importing Tax Details

      Dynamicsgpland remove preview
      Lesson Learned- Importing Tax Details
      Last week, a client asked if they needed to manually set up 100 tax details in Dynamics GP. We are in the testing phase, so I knew it wasn’t a matter of setting these up once…but twice if we did it manually (for the live database and for the test database, which couldn’t be restored at that point due to other dependencies and testing).
      View this on Dynamicsgpland >

      ——————————
      Tammy Chavez
      Senior Software Consultant
      LightHouse Business Information Solutions, LLC.
      Albuquerque NM
      ——————————
      ——————————————-

    Tammy-Chavez replied 7 years, 3 months ago 1 Member · 0 Replies
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