Purpose: To maintain the Zip Code table. This table is referenced in address maintenance and updating the County, Chapter, and/or City information in Names and Firms file maintenance. If your association wants to have the system automatically update the County, Chapter, and/or City information contact CDS to have the system preference set up on your system.
Launch Point: This routine can be launched from the following location(s):
•Utilities → Routines → File Maintenance →
Example: When the routine is launched a window will open
The window will show the information in zip code order by default.
The City Name field is used for address updates in Names or Firms file maintenance. When entering an address on the Name tab, if the City is blank when the zip code is entered, a look up to the Zip Code table is done. If the zip code entered is found in the Zip Code table and there is information in City Name the system will automatically populate City with the information in City Name. If there is a State listed in the Zip Code table then the state on the address will also be updated.
If your association is setup to automatically update County, Chapter and/or City in Names and Firms file maintenance then when a file maintenance record is opened the system will automatically update these fields as needed.
The top row of the grid is a filter row. This allows you to filter the display on any field in the grid.
In the example above, “Richmond” was selected from the drop-down list. This limited the records already displayed in the grid, to those with a chapter of “Richmond”. For Zip Code, City Name, and Tax Rate which do not work from a drop down list, you can type text into the filter row. This will limit the records already displayed in the grid, to those which begin with the text entered. To clear the display filter, click the remove filter icon in the right of the field in the filter row.
To add a new record use the add row which is under the filter row. Zip Code is the only required field. You should only enter the State for a zip code that is out-of-state.
To delete a record, first highlight the record to be deleted. Then right click on the row to open the context menu. Select Delete from the context menu to delete the highlighted record.
The information in the Zip Code table can be exported to excel. Right click on the grid to open the context menu, select Export, then select the version of excel to use.
Note: Only fill in Tax Rate if your association has been setup to charge local sales tax by zip code when entering a product sale.