Tip #1405 – Maximize the dynaMACS State/Region Zip Code Feature

dynaMACS has a powerful feature that automatically populates the State/Region field based on the Zip Code entered when adding or updating customer records (provided a valid 5 digit zip code is used).  The use of the State/Region code is beneficial when generating reports in either Sales IQ or a Sales Analysis report.  The following instructions show you how to activate this feature.

***IMPORTANT!  PLEASE create a restore point before activating this feature and running the utilities!***

Example of a State/Region Report printed from Sales Analysis Rpt Generator:

Step 1:  Turn on the Auto Build State/Region Feature in System Information Setup

1. From the dynaMACS main screen select Other Functions>Administration>System Information Setup.
2. Select the System Options tab.
3. Check the box Automatically build State/Region upon Zip Code Change?
4. Select the Save button.

Step 2:  Run System Utility 1007 (Creates Customer State/Region codes table)

1. From the dynaMACS main screen select Other Functions>Utilities>System Utilities
2. Select Utility #1007
3. Select the Run button
4. Select the Yes button on the Confirmation dialog box. 

Step 3:  Run System Utility 1008 (Replaces Customer State/Region codes in customer records)

1. From the dynaMACS main screen select Other Functions>Utilities>System Utilities
2. Select Utility #1008
3. Select the Run button to complete the update.