Determination 2024.05 release notes
Release date: August 2024.
These release notes include the following sections.
- Release highlights
- New features
- User Interface design improvements
- Fixes
- Known issues
Release highlights
- A new Tax Rate Simulator feature.
- Expanded custom attributes from 50 to 200 at both invoice and line levels, with a new scalable database structure for enhanced flexibility and easier maintenance.
New features
Tax rate simulator
We've introduced a new
Tax Rate Simulator
feature, accessible through the Tools
then Tax Tools
menu. By inputting relevant parameters such as Ship from
, Ship to
, Product code
, Commodity code
, and Gross amount
, users can quickly obtain an estimated tax rate and tax amount for the given transaction date. In the
Ship from
and Ship to
sections, the simulator supports both the geographical address and latitude and longitude coordinates, automatically adjusting the interface based on entries. The mandatory field validation ensures accurate data entry, while the
Run calculations
initiates the tax calculation process. Results are displayed in a sortable, paginated table on the Result details
tab. For a deeper analysis, an XML
tab provides access to Input and Output XML files, complete with search and download capabilities. This comprehensive tool improves tax rate calculations, offering improved control and insight into tax scenarios.
Enable selection of the DSL license type from provinces other than state authority
We've improved the
Add Custom Operating License Mapping
workflow by introducing the selection of Destination State
dropdown before selecting the Destination Seller Operating License Type
. You can now select the
DSL License type
from provinces other than the given state authority. Both fields are optional. The DSL license type
dropdown is turned on only after you've selected the state. These changes apply to both Standard and Custom Authorities and have been optimized for performance. BR — Standard CST codes (1076125)
The post-tax calculation, based on attributes applied from the rules to the transaction system matches a unique CST code for an authority. This code is populated in the
<cst>
tag under the tax block for the authority. Currently, this is applicable to Brazil IPI, Brazil ICMS, Brazil PIS and Brazil COFINS authorities. These codes and the corresponding attributes are part of the standard content while determination finds a match after tax calculation to send a unique CST code corresponding to the match found.
Example:
CST code 50 is sent under authority – Brazil IPI for a Seller transaction with Business Supply – Yes in case of a transaction from São Paulo to São Paulo with inclusive calculation where an IPI rule with non-exempt SR rate code with 100% basis gets applied to a taxed transaction.note
The Solution is being released into waves according to the Standard Content plan to be populated. We will provide this information in the upcoming Release Letters regarding the LATAM Content.
For this Cloud Release, the IPI codes are matched as table Standard Codes below:
CST Code | CST Description | Standard |
|---|---|---|
00 | Entry with Credit Recover | - |
01 | Entry taxed at a zero rate | x |
02 | Exempt Entry | x |
03 | Untaxed Entry | x |
04 | Immune Entry | - |
05 | Input with suspension | x |
49 | Other entries | |
50 | Taxed output | x |
51 | Taxable Output at zero rate | x |
52 | Exempt Exit | x |
53 | Untaxed output | x |
54 | Immune output | |
55 | Output with suspension | x |
99 | Other departures | x |
note
Some tax situation codes (CST) are out of the scope of the standard logic match. Situation codes that require some action from the client in the IDT configuration side will be included in the upcoming Releases and published in their respective Release Notes.
Product standard mapping (1252716, 1256967, 1253442, 1252714, 1221834 and 1256976)
We've added a
Start date
and End date
under standard mapping and system content for all product groups.These 2 attributes come with sorting and filtering functionality. There's also an increased character limit for the
Name
and Description
of product categories up to a maximum of 1,000 characters. Company registration mask with company option (1257038)
The system considers both simple and full registration masks to apply the VAT registrations (provided in the request or set at company level registrations) to a transaction when Company option
Enables Simple Registrations Such As DE Rather Than Full Number
isn't set to a value or is set to Y
. Only when this company option is set to N
will the system match the full registration numbers.Oil and Gas — New UOM: Drum (1084586)
We've added a new UOM ‘
Drum
’ to support additional functionality in Determination.Conversion factors
Category | From | To | Operator | Factor | Start Date | End Date |
|---|---|---|---|---|---|---|
Volume | GLL | DRM | / | 55 | 01/01/2024 | - |
Volume | QT | DRM | / | 220 | 01/01/2024 | - |
Volume | LTR | DRM | / | 208 | 01/01/2024 | - |
Volume | BBL | DRM | * | 0.763636 | 01/01/2024 | - |
Volume | DRM | GLL | * | 55 | 01/01/2024 | - |
Volume | DRM | QT | * | 220 | 01/01/2024 | - |
Volume | DRM | LTR | * | 208 | 01/01/2024 | - |
Volume | DRM | BBL | * | 0.763636 | 01/01/2024 | - |
Coupons in retail industry: New object ‘Related Line Amounts’ added in REST service (1203738, 1239430, 1239472, 1251681, 1251684, 1251685, 1258715, 1258716, 1262573, 1262575, 1272547, 1272653, 1272654, 1272926, 12729300, 1287913, 1287917)
We've introduced a new field to the
REST
services that enables users to add a related line number and split amount. This can be used for Coupons that are applicable in U.S. retail industries.ONESOURCE Determination currently supports 2 types of coupons: Manufacturing Coupon (Commodity Code 70.170) and Store Coupons (Commodity Code 70.180).
To use the Related Line Amounts, the following are needed:
- TheCompanyoptionEnable Related Line Calculationneeds to be configured for a company. You can find this by selectingCompanies,Select Company,Tax Logic and Company Admin,Options, thenEnable Related Line Calculation.
- Add a new line with the relevantCommodity Codeto specify the type of Coupon.
The new structure for the Related Line Amounts for a REST Calculational Service Request is as follows.
"relatedLineAmounts" : [ { "lineNumber" : 1, "splitAmount": -2 }, { "lineNumber" : 2, "splitAmount":-2 }
note
- Theline numberofrelatedLineAmountsspecified in the request must be valid. Consider an invoice that has 11 lines, where lines 1-10 are retail items and line 11 is the coupon. In line 11, therelatedLineAmountswill include a line number and a split amount. The related line number specified in the request should be between lines 1-10.
- The split amount must be valid. In the above example, If line 1 has a gross amount of $2, and line 11 is the Coupon, the coupon can be applied to one or multiple lines. When providing an input for related line 1, the split amount can't be larger than $2. If multiple coupons are applicable to line 1, the sum of the coupon split amounts to be applied to line 1 shouldn't be greater than the gross amount of line 1, $2. For instance, line 11 can be a coupon with a split amount for $1 towards line 1 and line 12 can be a coupon with a split amount of $1 towards Line 1.
Two fields are added to the
Line Tax Summary
to include net gross and net tax amounts (refer to the Sample REST Calculation Service Response below).
- Net_Gross_Amount: The calculated net gross amount for each line. Net gross amount = Line Gross Amount Minus Coupon Amount applied to that line.
- Net_Tax_Amount: The calculated net tax amount for each line. Net Tax amount = Line Tax Amount Minus Coupon tax amount (for authorities where coupon reduces taxable basis).
Sample REST calculation service response:
"taxSummary": { "taxableBasis": "0.00", "nonTaxableBasis": "0.00", "exemptAmount": "-2.00", "taxRate": "0", "effectiveTaxRate": "0", "netGrossAmount": "-2.00", "netTaxAmount": "0.00" },
Authentication will be required to access SOAP WSDL, XML Schema, and Zone Look Up service [992933, 927212]
The following endpoints are currently available without any authentication. This represented a security risk for Thomson Reuters and therefore we’ve introduced a native user-based authentication. This will be effective starting the upcoming release, ONESOURCE Determination Enterprise Cloud 2025.01 release (UAT in January 2025 / Production in February 2025).
Any services of the following format, for all environments in Enterprise Cloud (UAT and Production) will need the established SOAP (Simple Object Access Protocol) user credentials:
- .../sabrix/services/taxcalculationservice/2011-09-01/taxcalculationservice?wsdl
- .../sabrix/services/taxcalculationservice/2011-09-01/taxcalculationservice?xsd=TaxCalculationService.xsd
- .../sabrix/services/zonelookupservice/2011-09-01/zonelookupservice
This change won't impact the tax engine interfaces. They’ll continue to function in the same way.
Performance improvements observed after enabling company admin option: Fetching Rules with Product Category (1253368)
We've observed significant performance improvements when the following Company Option is enabled for a company. If customers choose to enable this option to leverage the performance improvements, we recommend testing this in a lower environment to ensure this has no adverse impact on tax calculations. An issue was identified with this Company Option at a prior release and has been resolved. (More details can be found in the Fixes section of the release notes.)
To find this option, select
Companies
, Select Company
, Tax Logic & Company Admin
, Options
, then Fetching rules with Product Category
.Malaysia service tax enhancement (1049301)
As per the new Malaysian (MY) tax regulations, digital services supplied by foreign (non-MY) service providers to non-registered customers in Malaysia will be taxable in the customer's country. This entails the addition of a new logic in the tax engine for the transaction type of Electronic Services that will consider the customer location — not the country of consumption — and must be applied to the authority of Malaysia Service Tax.
Increase in custom attributes (1172861, 1172862, 1172864, 1172866, 1172867, 1172869, 1280981)
Enhanced the custom attributes functionality in Determination Enterprise Cloud. The number of available custom fields at both the document and line levels has been increased from 50 to 200, offering an additional 150 custom attributes at each level. Which allows for greater flexibility in capturing and processing transaction data that falls outside standard XML elements, providing a more tailored and robust tax determination process.
Multiple changes were made to accommodate the expanded functionality and ensure seamless integration and compatibility across all components of Determination Cloud. Changes include data schema level and services such as, config areas, TransEditors, rule qualifiers, model scenarios, tax calculation services, and others; as well as database level changes for the following tables:
- Tb_custom_attributes
- Tb_scenarios_custom_attributes
- Tb_invoice_custom_attributes
Consider the new data schema will deploy in the UAT environment before production. As a result, custom attributes created or modified in UAT during this interim period may not be compatible with the production environment. Users are advised to exercise caution when importing or exporting data during this time. Reports and Analytics will reflect and align the changes to accommodate the additional custom fields according to the revised release dates
Data migration — Standard mappings individual data export (1262332)
Enhanced the export functionality to create an export file for an individual Standard Mapping records selected by the user. When navigating to the
Standard Mappings
page, users will be able to select 1 or more records by selecting the checkbox. Once the selection is done, Export
gets enabled and selecting it will generate an export file, which will be imported through the Import Functionality. To go to the Import
tab, select Tools
, Administration
, thenExport and Import
). Data migration — Conditional mappings individual export (1273442)
Enhanced the export functionality to create an export file for an individual Conditional Mapping records selected by the user.
Data migration — ERP code mappings individual data export (1179267)
Enhanced the export functionality to create an export file for an individual ERP Code Mapping records selected by the user.
Data migration — Custom product categories individual data export (1179268)
Enhanced the export functionality to create an export file for individual Custom Product Categories records selected by the user.
Data migration — Exchange rates and exchange rates sources individual data export (1179262)
Enhanced the export functionality to create an export file for an individual Exchange Rate or Exchange Rates Sources records selected by the user.
Data migration — Allocations individual data export (1273478)
Enhanced the export functionality to create an export file for individual Allocations records selected by the user.
Data migration — Lookup list individual data export (1179264)
Enhanced the export functionality to create an export file for an individual Lookup list records selected by the user.
Import CSV file
This release introduces significant improvements to our CSV import functionality, particularly for product zones, custom product categories, and exchange rates.
- You can now easily import product zones for selected company and target groups.
- We have enhanced the custom product category import process, resolving previous 500 error issues.
- We improved the user interface for selecting target groups and custom product categories for a specific company during import
- We resolved the issue for the exchange rates import flow, by introducing the selection fromExchange rate sourcefor a given company before importing the file.
- We implemented better error handling and success messaging.
These updates streamline the data import process, making it more efficient and user-friendly.
User Interface design improvements
We've applied the Saffron design system to improve the design of the following pages and functions.
Standard Authorities list page
Quick links to
Rates and Fees
, Rules
, and Contributing Authorities are now available from the More
dropdown list in the Links column of the grid. These were previously available as separate buttons in the Actions column.
Custom Authorities list page — Action column
We've added a Links column to organize action buttons and links previously all within the Actions column.
From the Actions column, you can
Edit
, Rename
, Copy
, and Delete
a custom authority.From the Links column, you can use the
More
dropdown list to choose Zones
, Rates and Fees
, Rules
, and Contributing Authorities
for the custom authority.
Custom Authorities list page — Active Rates and Fees
We've renamed the
Active Rates and Fees
column to Number of active rates and fees
. In this new column, a number has a link that opens a window. The window has more space to show the details of the active rates and fees.
note
In the previous User Interface, all active rates and fees used were shown as links and separated by commas. Each rate previously opened a small tooltip-style box showing details for the rates and fees.
Custom Authorities list page — Zones tab
You can now select the
Zones
tab to view the list of zones associated with a custom authority. note
In the previous User Interface, you used a
Show All
link in the Zones column to visit the Zones
tab.Custom Authorities list page — Rates and Fees tab
We've improved the design of the
Rates and Fees
tab but without changing its functions. For example, the buttons are clearly separated from the grid, the readability of the tabs and grid benefit from greater contrast, and the page navigation has labels for Next
and Previous
rather than only arrows. 
Rules tab — Rules and Rule Qualifiers
On the Rules tab, we've added quick links for
Copy
, Rule Qualifiers
, and Delete
. These actions were previously available from a More
dropdown list.
Rules tab — Add Custom Product
Next to the
Search
bar, we've replaced the gear icon button with an Add Custom Product
button, which gives clearer information about the available function. Rules tab — Guest type
There's now a simplified
Guest Type
button. You can use the Guest Type(s) Selected
dropdown list to make changes without opening a tabbed window as before. 
Rules tab — Products and Services window
When configuring products and services, you can now use a
Select
button from the Select column on the ONESOURCE Content
tab to choose a product. In the previous design, you needed to first select the record you wanted to configure in the Product and Service
field. We've also improved the design of the page. For example, there are now
Next
and Previous
page navigation buttons and a Go to page
field. There's also greater contrast for legibility. 
Contributing Authorities
We've improved the design of the
Contributing Authorities
tab. For example, buttons are separated from the grid, there are new Previous
, Next
and Go to page
navigation buttons, and there's greater contrast for legibility.Currency Specifications
We've improved the design of the
Currency Specifications
tab without changing any of its functions. For example, buttons are separated from the grid, there are new Previous
, Next
and Go to page
navigation buttons, and there's greater contrast for legibility.Motor Fuel Mapping
We've improved the design of the
Motor Fuel Mapping
tab. There's now a dedicated Operating License Type
window with a Select
column, rather than a dropdown list.
Tax Response Filters
We've improved the design of the
Tax Response Filters
without changing any of its functions. Buttons are separated from the grid, there are new Previous
, Next
and Go to page
navigation buttons, and there's greater contrast for legibility. We've also replaced the More
dropdown list in the Actions column with quick links.Zones
On the Zones feature pages, we've replaced plus and minus buttons with
Expand
and Collapse
arrow buttons. Use these buttons to view the child zone from different zone levels. When you use the Action column to view attached authorities, you'll now open a larger window. This window has more space to clearly show information, rather than the previously used small tooltip box.
Fixes
DFI Error_ O&G Operating License (ADO 1286276)
DFI threw an error when executing a Test/Preview in a mapping of type
Operating License Management Service – Create Update Operating License
. We identified issues on both the Determination side and the DFI side. This new DFI version includes the fix, ensuring the service now functions properly.Rounding discrepancy for Coupa Vendor tax amount (1249694)
/We've fixed the difference in tax amounts between document amount and unrounded document amount due to rounding for vendor tax.
Company Admin Option ‘Fetching Rules with Product Category’ (1253368)
We've identified an issue with the Company Admin Option ‘
Fetching Rules with Product Category
’.This option can be found by selecting:
Companies
, Select Company
, Tax Logic & Company Admin
, Options
, then Fetching rules with Product Category
.The tax engine always prioritizes the Product Code for a given line item in an invoice. We've resolved this issue. The system now triggers a valid Commodity Code, or a valid product code provided in the input. This means, when a valid Commodity Code is provided with no Product Code or an invalid Product Code, the system uses the Commodity Code.
In cases where both Product Code and a Commodity Code are provided for a given line item in an invoice, and both codes are valid, the tax result will depend on the rule order associated with the Product Code and the Commodity Code. This behavior is the same, whether the Company Option is enabled or not.
Audited Purchase Transactions Date is not generated with reporting (1257731, 17370061)
We've improved the VCTV flow for the “
Trusted
” vendor to ensure that the trusted vendor is true flag in the payload is strictly adhered to. With this enhancement, all Trusted vendor transactions will now be subject to audit regardless of the state of the “Audit this Trusted Vendor” flag in the user interface (UI). Unable to check out Trans Editor group (1159490, 16687463)
We received reports of intermittent errors occurring during the Trans Editor Group checkout process. With this release, these issues have been thoroughly addressed and resolved, ensuring a smoother and more reliable experience moving forward.
Incorrect Exempt Reason is appearing in some United States authorities' standard rules (1174587, 16818745)
An issue was identified where the user interface was incorrectly displaying the exempt reason value as “
IDT-INTSERVICES
” instead of “NONTAXABLE SERVICES
” in some US Authorities standard rules, which is being applied to transactions. We've resolved this issue, ensuring that the correct mapping is displayed consistently across all responses.Export and Import — Validation on Product Zone End Date (1156290)
We identified an issue where the Import of Custom Product Categories records were returning an error when the Exemption zone was having the same date value for both Start and End date fields, even though the dates can be set in this way. We fixed the issue by correcting the validation flag within the import process to homologate the behaviors and capabilities to configure Custom Product Categories.
Certificate Manager — Expiration Date field incorrectly saved (1257048)
We identified an issue where the Expiration Dates for certificates were removed after it was edited. During the creation of the certificate the Expiration Date is still correctly saved. We fixed the issue by correcting the saving process to ensure data integrity.
Customer Exemption – Groups not honoured (1265105)
We identified an issue where the Customer Group selected from the companies settings page for any child company weren't honored when the Customer group inheritance configured is coming from parent companies above to the immediate previous parent company. The customer records weren't rendered within the modules associated to this property, such as Model Scenarios. We fixed the issue by correcting the behavior for configuration on inherited companies.
Known issues
Unable to do math operations
When using math operators in Trans Editor expressions for specific attributes, users may encounter an error message “Math operations not supported for this elements/expression”.
note
To bypass this issue, select outside the
Element/Expression
input field, then refocus on the control. Modify the expression without selecting any of the inline suggestions. Companies dropdown: Performance issue (1315264)
We identified an issue for the dropdown used to select a company within specific configurations entities, it takes time to load and display the companies available when there are many parent and child companies related. The component isn't able to fetch all the records, and the page remains without showing any result for a time. Currently, no data is affected and the proper fix for the optimization will be implemented in future Determination releases.