Enter Tax Template Field Control
Explanation
This activity is used to enter the field control for a
selected, user-defined tax template. This can involve adding new template fields to a
tax template and/or modifying information relating to existing template fields.
Prerequisites
In order to perform this activity,
- A user defined tax
template must exist, and
- The value entered for the tax template in the
Template Field Control field
in the Tax Templates window
must be Can or Mandatory.
System Effects
As a result of this activity, the field control entered
for the template will apply when selecting the fields to be used in a tax report
based on the template.
Window
Tax Templates
Related Window Descriptions
Tax Templates
Tax Template Field Control
Basic
Procedure
To add a new
template field for a tax template:
- Open the Tax Templates window
and query for the tax template for which you want to enter a new template field.
- Select the record, right-click and then click Field
Control Basic to open the
Tax Template Field Control Basic
window.
- Create a new record in the table.
- Enter an ID for the new template field in the Template
Field field.
- Enter a description for the new template field in the
Description field.
- Select an appropriate field type from the list for
the Template Field Type field.
- Select the Visible in Presentation check
box for the new template field if you want it to be visible in the
Tax
Proposal - Template Field Presentation window.
- In the Presentation Row field, enter the
number of the row in which the template field should appear in the
Tax Proposal
- Template Field Presentation window. The presentation row should be
entered only if you have selected the Visible in Presentation check
box for the template field.
- In the Presentation Column field, enter the
number of the column in which the template field should appear in the
Tax
Proposal - Template Field Presentation window. The presentation
column should be entered only if you have selected the Visible in
Presentation check box for the template field.
- In the Tax Report Field ID field, enter the
ID with which the template field should be printed in the tax reports.
- Select a value from the list for the Data Type field to specify
the type of data to be entered in the template field.
- Enter a value in the External File Record Type ID field to
connect a record type to the template field.
- Enter a value in the External File Column ID field to specify the
column in the output file in which you want the field value to be displayed.
- Save the information.
- Validate the information you entered, and do any
modifications if necessary.
To modify any
information relating to fields that already exist in a template:
- Open the Tax Templates window
and query for the tax template for which you want to modify the information
relating to the existing template fields.
- Select the record, right-click and then click Field
Control Basic to open the
Tax Template Field Control Basic
window.
- Populate the table and modify, as appropriate, the information for
the template fields that already exist in the template.
- Save the information.