Pop up to Save Current Profile Address to Alternate Address Occurs when Updating from Tax Status Occurs with System Option Set to No
- 20 Jan 2023
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Pop up to Save Current Profile Address to Alternate Address Occurs when Updating from Tax Status Occurs with System Option Set to No
- Updated on 20 Jan 2023
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After setting the system option in Tools >System Options > Profiles > Copy_Previous_Address_To_Alternate_Address to no, the pop up to Save Current Profile Address to Alternate Address still occurs when Updating from Tax Status.
Per the 14.71 release notes, this message should only occur if the system option is enabled.
Note: The above message only displays when the new system option for copying profile data to alternate address is enabled.
Steps To Duplicate:
1. Go to the Grant module
2. Go to the Grantees tab
3. Locate a record that you would like to check for tax status updates
4. Open the record
5. Go to the Grantee sub-tab
6. Go to the Tax ID Field
7. Click the blue button next to the check box labeled 'Non-profit'
8. Click the blue button
9. You will see the Update Tax Information window that appears
10. On the bottom of the window in the address fields click the Update button to update the primary profile address
11. Click the Accept button
12. See a red message appear on the grantee record 'address update pending'
13. Click Save
14. See the message "Do you want to save profile address information to Alternate Address?' appear, which is not expected since the system option is turned off.
2. Go to the Grantees tab
3. Locate a record that you would like to check for tax status updates
4. Open the record
5. Go to the Grantee sub-tab
6. Go to the Tax ID Field
7. Click the blue button next to the check box labeled 'Non-profit'
8. Click the blue button
9. You will see the Update Tax Information window that appears
10. On the bottom of the window in the address fields click the Update button to update the primary profile address
11. Click the Accept button
12. See a red message appear on the grantee record 'address update pending'
13. Click Save
14. See the message "Do you want to save profile address information to Alternate Address?' appear, which is not expected since the system option is turned off.
Answer:
This is resolved in FIMS 14.72.
When on the data grid in Grants, when you right-click a grantee, select Process Selections, and select Verify Tax Status, the information for NTEE, Org Name and Org Address now updates with data from the IRS instead of from the grantee tab.
When on the data grid in Grants, when you right-click a grantee, select Process Selections, and select Verify Tax Status, the information for NTEE, Org Name and Org Address now updates with data from the IRS instead of from the grantee tab.
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