Table of Contents

1. Purpose
2. Caution
3. Actions

Purpose

This area is used to view all existing tax-exemption certificates associated to the customer you are currently viewing. It displays information about the state, reason, expiration date, and status of each certificate as well as other relevant information.

Caution

Be sure you read this  section pertaining to CertCapture thoroughly prior to running this function.

Actions

Besides seeing the information about the existing certificates, there are two actions that can be performed in this screen.

• Double-clicking any certificate will bring up a second window that will allow you to view a PDF of the actual certificate. From this screen, you can save the PDF to a file or print it.
• There is a button on the main menu titled "Send CertCapture Express Invitation to Customer ...". Pressing this button will bring up a second window titled CertCapture Certificate Requests. This screen contains a grid with information about your request as well as  OK and Cancel buttons.
  • The fields in the grid are as follows:
    • Send: A check mark indicating whether or not you want to send this part of the request. There are multiple reasons to send a request, and not all requests need to be sent each time. This column allows you to selectively only send the requests that are relevant at the current time.
    • Level: This is an informational column that tells you why Acclamare generated the preliminary request.
      • "Primary" indicates that this was generated for the primary shipping address located in the master customer record.
      • "Location" indicates that this was generated based on the address of one or more secondary locations.
      • "User Created" indicates that the user has added a new line to the grid to request a certificate for purposes that the system did not know about.
    • Email Address: The email address where the request will be sent to. This will be defaulted to the customer's shipping email address, if one was provided. The user can override this field prior to sending the request.
    • Exposure Zone: The taxing authority that has provided the exemption to your customer. This field is merely informational, but assists your customer in knowing which state (or other taxing authority) you are requesting a certificate for. The system will populate this field based on the customer's or location's shipping address. The user can override this field prior to sending the request, but should only do so on lines that are created by the user.
    • Exemption Reason: The reason the customer is exempt. This field is also informational and simply used to let your customer know what type of certificate you are requesting from them. The system will default this value to "RESALE". The user can override this field prior to sending the request.
    • Cover Letter: This is the predefined text that will be sent in the email that requests the certificate. The system will default this value to "STANDARD_REQUEST". The user can override this field prior to sending the request.
  • The system will generate one line in the grid based on the customer's shipping address. Additional lines will be generated for each customer location that does not exist in the same state. Only one line per state will be generated. An example:
    • The customer record has a shipping address in Texas. The customer also has three locations in Texas, one in Utah, and four in New Mexico.
    • The grid will contain one row each for Texas, Utah, and New Mexico.
  • Once the information in the grid is correct, press the OK button to send the request(s).