Copy Tax Template Field Control

Explanation

This activity is used to add a new template field to a user-defined tax template by copying an existing template field.

Prerequisites

In order to perform this activity,

• A user-defined tax template must exist in the system, and
• The template field that should be copied to create the new template field must be entered for the user-defined tax template.

System Effects

As a result of this activity, the new template field entered will be available to be used in tax reports that are based on the tax template.

Window

Tax Templates

Related Window Descriptions

Tax Templates
Tax Template Field Control Basic
Copy Tax Template Field Control Basic

Procedure

1. Open the Tax Templates window and query for the tax template for which you want to enter a new template field.
2. Select the record that you queried for, right-click and then click Field Control Basic to open the Tax Template Field Control Basic window.
3. In the Tax Template Field Control Basic window, select the template field that you want the new template field to be based on, right-click and then click Copy Tax Template Field Control Basic to open the Copy Tax Template Field Control Basic dialog box.
4. Enter a new ID and a description for the new template field in the Destination area if necessary. The ID  and the description entered by default would be the same as that of the existing template field that is copied to create the new template field.
5. Select the Visible check box if you want the new template field to be visible in the Tax Proposal - Template Field Presentation window.
6. In the Field Pres Row field, enter the number of the row in which the template field should appear in the Tax Proposal - Template Field Presentation window. A value should be entered in the Field Pres Row field only if you have selected the Visible check box.
7. In the Field pres Column field, enter the number of the column in which the template field should appear in the Tax Proposal - Template Field Presentation window. A value should be entered in the Field Pres Column field only if you have selected the Visible check box.
8. In the Tax Report Field ID field, enter the ID with which the template field should be printed in the tax reports.
9. Click OK to close the dialog box.