Managing Customer Exemptions

The Customer Exemptions page allows you to apply specific tax exemptions to items for a specific period of time. See Managing Customer Exemption Certificates for information on storing customer exemption certificates.

ClosedAdding a Customer Exemption

To add a customer exemption, do the following:

  1. Select Menu > Configuration > Customers. The Customer list displays.
  2. Select the customer that needs the exemption. The Edit a Customer dialog displays.
  3. In the Exemptions Without Certificates section, click Add exemption w/out an associated certificate.
  4. Enter an Exemption ID. This field is required. It is pre-populated with a system-generated ID. You can change this to a custom ID if necessary by clicking .
  5. You can choose to add the exemption by geocode or by tax authority:
    • To use the geocode, do the following:
      1. Select Geocode.
      2. Enter the geocodes where this override applies in the Geocodes field.

        3. Note: You can click Lookup to find applicable geocodes.

    • To use the tax authority, do the following:
      1. Select Tax authority.

      2. Select whether you want to include all local authorities.

    6. Note: You can select more than one code, if applicable.

  6. Select to add the Transaction type code or the SKU / Product Mapping:
  7. Based on your selection from the previous step, select either the transaction type code or the SKU / Product Mapping to exempt.
  8. Select the Tax exemption code.
  9. Select the effective dates.
  10. Select the Exempt reasonfrom the drop-down list. (Optional)
  11. Enter a Reason. (Optional)
  12. Select the Source Field from the drop-down list. (Optional)
  13. Enter the Source Field Value.
  14. Click Save.

ClosedEditing a Customer Exemption

To edit a customer exemption, do the following:

  1. Select Menu > Configuration > Customers. The Customer list displays.
  2. Select the customer that needs the exemption changed. The Edit a Customer dialog displays.
  3. Scroll down to the exemption you want to edit and select .

  4. Edit any of the following fields as required (all other fields are read-only):

    • End date
    • Exempt Reason
    • Reason
    • Source Field
    • Source Field Value
  5. Click Save.

ClosedViewing Revision History of Customer Exemptions

To view the revision history of customer exemptions, do the following:

  1. Select Menu > Configuration > Customers. The Customer Exemptions page displays.
  2. Click in the upper right.
  3. On the Revision History dialog, select Customer Exemption.
  4. Click View History.
  5. A grid displays the detailed revision history.
  6. On the revision history page, you can filter the details by selecting in the upper right. You can also export the results by selecting in the upper right.

ClosedImporting Customer Exemptions

  1. Select Menu > Configuration > Customers. The Customer list displays.
  2. Click in the upper right.
  3. Select Customer Exemption, then click Import. The Importing Customer Exemptions wizard displays.
  4. You can now choose to download a CSV template with the information pre-arranged by clicking Download Template, or prepare the CSV file yourself.
  5. Arrange the customer exemptions in a CSV file with the following headers, in this order:
    6. Header Notes
    ExemptionId Required. Provide alphanumeric value with max length of 50.
    CustomerNumber Required. Provide alphanumeric value with max length of 40.
    AuthorityId

    Required if Geocode is not entered.*

    Provide numeric value.
    Geocode

    Required if AuthorityId is not entered.*

    Provide alphanumeric value with max length of 12.
    StartEffectiveDate Required. Provide value in MM/DD/YYYY format.
    EndEffectiveDate Required. Provide value in MM/DD/YYYY format.
    TransTypeSkuCode Required. Enter Transaction Type Code, SKU, or PGPI here. Provide numeric value with max length of 50.
    Reason Optional. Provide alphanumeric value with max length of 255.
    ExemptionCode

    Required.

    Tax Exemption Code.

    Provide numeric value with max length of 2.
    IncludeAllLocalAuthorities

    Required if AuthorityId is entered.*

    Y or N.
    IsPGPI

    Required if PGPI is entered under TransTypeSkuCode.*

    0 or blank = Transaction Type Code or SKU

    1 = PGPI

    * Must include either "AuthorityId" and "IncludeAllLocalAuthorites" or "Geocode". Cannot include both "AuthorityID" and "Geocode". Cannot include both "Geocode" and "IncludeAllLocalAuthorities".
  6. Once the CSV file is prepared, click My File is Ready.
  7. Drag the CSV file to the drop-box, or select Browse..., locate the file, and click Open.

    Note: The file format must be CSV, XLSX, or XLS.

  8. Click Next.
  9. Verify that your Source File Header and Row 1 Data match the Map To column, then click Next. The Summary displays.
  10. Click Finish.

ClosedViewing Customer Exemption Import History

To view the customer exemption import history, and view whether each import was successful or failed, do the following:

  1. Select Menu > Reports > Import Logs. The Import Log list displays.
  2. Select Imports.

Note: For any import, the far left column shows an check mark icon that indicates success, or an alert icon that indicates failure. See the far right column for details.

ClosedExporting Customer Exemptions

To export customer exemptions, do the following:

  1. Select Menu > Configuration > Customers. The Customer list displays.
  2. Click in the upper right. The Exporting Customer Details dialog displays.
  3. Select Exemptions.
  4. Click Export.
  5. A CSV file is downloaded with customer exemptions.

ClosedDeleting a Customer Exemption

To delete a customer exemption, do the following:

  1. Select Menu > Configuration > Customers. The Customer list displays.
  2. Click on the customer for which you will delete the exemption. The Edit a Customer dialog displays.
  3. Click .
  4. Click Delete on the confirmation dialog.

ClosedBulk Editing or Deleting Customer Exemptions

To edit or delete customer exemptions in bulk, do the following:

  1. Select Menu > Configuration > Customers. The Customer list displays.
  2. Select the checkboxes in the upper right corner of the tiles for the customers you want to edit. The number of items selected displays at top.
  3. Click Edit or Delete.
    • If you select Delete, a confirmation window to delete all exemptions for the selected customers displays. Click Cancel to cancel, or Delete to confirm.
    • If you select Edit, the Edit Multiple Exemptions dialog displays.
      1. Choose an editable field from the Edit drop-down list, and then enter a value for it.
      2. Click either Add editable field or Add another editable field to add more fields to edit, and select the values for each.
      3. When you're finished, click Save.