Copy Template Fields from Basic
Explanation
This activity is used to enter report field control for
a selected tax template by copying all the template fields that are connected to
that template in the Tax Template Field Control
Basic
window. The subgroups/tax codes that you want to connect to the copied template
fields must be entered manually.
Alternatively, you can enter report field control
for a tax template by manually selecting the template fields and the
subgroups/tax codes that you want to connect to those template fields. It is also
possible to copy the report field control from another company.
Prerequisites
In order to perform this activity,
- a tax template for which
the value entered in the
Template Field Control in the
Tax Templates window
is Can or Mandatory must exist, and
- the required template fields must have been entered for the tax template in
the Tax Template Field Control
Basic
window.
System Effects
As a result of this activity, you can enter tax report
information based on the template defined.
Window
Tax Template Field
Control
Related Window Descriptions
Tax Template
Field Control
Procedure
- Open the Tax Template Field Control window and create a new record.
- Enter the template to which you want to copy
template fields in the Template ID field using the List of Values.
- Select an appropriate value for the Selection
Based on field to specify on what the selection of tax transactions to a
tax proposal should be based on.
- If you have selected the value Subgroups
for the Selection Based on field, use the List of Values to select an appropriate
value for the Tax Group ID field.
- Save the information.
- Right-click in the header of the window and click
Copy Details From Basic to copy all the template fields that exist
for the tax template in the Tax Template Field Control Basic window.
- If you have selected the value Subgroups
for the Selection Based on field, enter a value in the Sub Group ID field for
template fields that you want to connect sub groups to. If you have selected
the value Tax Codes for the Selection Based on field, enter a
value in the Tax Code field for template fields to which you want to
connect tax codes to the List of Values
can be used to select appropriate values.
- Save the information.