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Postal Codes [FM]

Postal Codes​

From the DockMaster menu, select File Maintenance > Tax Info > Postal Codes

Postal Codes will dictate the proper schema to use for most tax calculations. For example, in the Accounts Receivable module, the Postal Code from the Location File selected on a miscellaneous charge will be used to calculate the taxes. However, if a Tax Schema is entered on a Postal Code attached to the Customer’s file, the Tax schema on the customer’s file will be used to calculate the taxes before the system looks to the Location File.

Note: If there is a Postal Code missing, a new Postal Code can be added through Postal Code Maintenance. In addition to adding new postal codes, you can also assign a Tax Schema to an existing postal code within the Postal Code Maintenance screen.

Postal Code Maintenance

  • Postal Type – Select from the dropdown menu, the Country in which the Postal Code resides. United States will be the default.
  • Postal Code – Enter the Postal Code you want to maintain. For a listing of Postal Codes, press the F6 Key or List F6 from the Command Panel.
  • City - Enter in the name of the City this postal code is in. If the Postal Code already exists, the City will default.
  • County - Enter in the name of the County this postal code resides. This is an optional field.
  • State - Enter in the State this postal code is located in. For a listing of states, press the F6 Key or List F6 from the Command Panel.
  • Tax Schema – Enter a Tax Schema to apply to the Postal Code, if applicable. If there is no tax calculation for this particular postal code, you can enter "NoTax".
  • Save – Press the Save button from the Command Panel to save your changes.
  • Delete – To delete a Postal Code, select the Postal Code and press the Delete Key from the Command Panel.