Modify Tax Template Field Details

Explanation

This activity is used to modify detailed information relating to a selected template field in a user-defined tax template. The field modified can be a system-defined template field that was copied from another template or a user-defined template field. The procedure in which this activity is carried out depends on the field type of the template field since the information entered for template fields differ according to the field type.

Prerequisites

In order to perform this activity, at least one user-defined tax template for which field control has been entered should exist in the system.

System Effects

As a result of this activity, the changes made to the template field will apply when tax reports are created based on the tax template to which the template field belongs.

Window

Tax Templates

Related Window Descriptions

Tax Templates
Tax Template Field Control Basic
Tax Template Field Control Basic - Automatic Field
Tax Template Field Control Basic - Constant Field
Tax Template Field Control Basic - Manual Field
Tax Template Field Control Basic - Calculated Field
Tax Template Field Control Basic - Conditional Field
Tax Template Field Control Basic - Other Report Field

Procedure

The following procedure can be used to modify the details for a template field of which the field type is Automatic.

  1. Open the Tax Templates window and query for the tax template to which the template field that you want to modify detailed information for belongs.
  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. Select the template field for which you want to modify the detailed information, right-click and then click Details to open the Tax Template Field Control Basic - Automatic Field window.
  4. Edit the value in the No of Decimals field if necessary.
  5. Edit the value in the Rounding Method field if necessary. You can select the appropriate value from the list.
  6. If you want to change the tax base amount type of the template field, select a different value from the list for the Tax Base Amount Type field.
  7. If you want to change the tax direction for the template field, change the current value selected for the Tax Direction field.
  8. Change the amount type of the template field in the Field Amount Type field. An appropriate value can be selected from the list.
  9. Save the information.

The following procedure can be used to modify the details for a template field of which the field type is Constant.

  1. Open the Tax Templates window and query for the tax template to which the template field that you want to modify detailed information for belongs.
  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. Select the template field for which you want to modify the detailed information, right-click and then click Details to open the Tax Template Field Control Basic - Constant Field window.
  4. Change the value entered in the Value field and save the changes.

The following procedure can be used to modify the details for a template field of which the field type is Manual

  1. Open the Tax Templates window and query for the tax template to which, the template field that you want to modify detailed information for, belongs.
  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. Select the template field for which you want to modify the detailed information, right-click and then click Details to open the Tax Template Field Control Basic - Manual Field window.
  4. Change the default value of the template field by modifying the existing value in the Default Value field.
  5. Save the information.

The following procedure can be used to modify the details for a template field of which the field type is Calculated.

  1. Open the Tax Templates window and query for the tax template to which the template field that you want to modify detailed information for belongs.
  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. Select the template field for which you want to modify the detailed information, right-click and then click Details to open the Tax Template Field Control Basic - Calculated Field window.
  4. Change the current value entered in the No of Decimals field if necessary.
  5. Change the current value entered in the Rounding Method field if you want to change the rounding method.
  6. If you want to change the way in which the value for the template field is calculated in the tax report, enter the necessary information in the table.
  7. Save the information.

The following procedure can be used to modify the details for a template field of which the field type is Conditional.

  1. Open the Tax Templates window and query for the tax template to which the template field that you want to modify detailed information for belongs.
  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. Select the template field for which you want to modify the detailed information, right-click and then click Details to open the Tax Template Field Control Basic - Conditional Field window.
  4. Change the current value entered in the No of Decimals field if necessary.
  5. Change the current value entered in the Rounding Method field if you want to change the rounding method.
  6. Change the existing conditions as appropriate in the Condition Definition If area.
  7. Save the information.

The following procedure can be used to modify the details for a template field of which the field type is Other Report.

  1. Open the Tax Templates window and query for the tax template to which the template field that you want to modify detailed information for belongs.
  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. Select the template field for which you want to modify the detailed information, right-click and then click Details to open the Tax Template Field Control Basic - Other Report Field window.
  4. Change the current value entered in the No of Decimals field if necessary.
  5. Change the current value entered in the Rounding Method field if you want to change the rounding method.
  6. If you want to change the reference tax template from which information is fetched for the template field, use the List of Values to select the appropriate value for the Template ID field in the Reference Information area.
  7. If you want to change the template field of the reference template from which information is fetched to the template field, use the List of Values to select an appropriate value for the Template Field field in the Reference Information area.
  8. Change the value entered in the Tax Period field if you want to change the tax period from which the information in the selected reference template field should be fetched to the template field.
  9. Save the information.

The following procedure can be used to modify the details for a template field of which the field type is Information.

  1. Open the Tax Templates window and query for the tax template to which the template field that you want to modify detailed information for belongs.
  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. Select the template field for which you want to modify the detailed information, right-click and then click Details to open the Tax Template Field Control Basic - Information Field window.
  4. Enter a value in the Information String field if required. The value you enter will be printed on the report and/or displayed in the output file.
  5. Select the Editable check box if you want the information value to be editable in the Information Fields dialog box (which can be reached by right-clicking in the Automatic Tax Proposal window).
  6. If there is a particular source from which you want the information value to be fetched, enter that source in the Information Source field. The List of Values can be used to select an appropriate source.
  7. Save the information.