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:

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, right-click and then click Field Control Basic to open the Tax Template Field Control Basic window.
3. Create a new record in the table.
4. Enter an ID for the new template field in the Template Field field.
5. Enter a description for the new template field in the Description field.
6. Select an appropriate field type from the list for the Template Field Type field.
7. 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.
8. 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.
9. 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.
10. In the Tax Report Field ID field, enter the ID with which the template field should be printed in the tax reports.
11. Select a value from the list for the Data Type field to specify the type of data to be entered in the template field.
12. Enter a value in the External File Record Type ID field to connect a record type to the template field.
13. 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.
14. Save the information.
15. Validate the information you entered, and do any modifications if necessary.

To modify any information relating to fields that already exist in a template:

1. 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.
2. Select the record, right-click and then click Field Control Basic to open the Tax Template Field Control Basic window.
3. Populate the table and modify, as appropriate, the information for the template fields that already exist in the template.
4. Save the information.