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Determination

Determination 2024.6 release notes

Release highlights

Release date: November 2024
Version 2024.6 includes bug fixes and introduces the following features:
  • Product mapping enhancements
  • Rounding terminology update

New features

Enhanced company CSV file import
We improved the Company CSV file import process to better meet your needs. The system now automatically identifies uploaded files as company configurations, eliminating the need for manual company creation through the application. This enhancement streamlines the process and saves time. The CSV file structure now includes the following columns: ParentCompany, CompanyName, Active, Type, ShortName, LegalEntityName, and ExternalId. Go to
Configuration
, then
Tools
, then
CSV import
 for this feature.
Rounding terminology update
We renamed the feature previously known as
Currency Rounding
 to
Document Rounding
. You can find it by going to
Configuration
, then
Advanced Setup
, then
Document Rounding
.
Destination seller license enhancement (1290839)
We enhanced the screens under
Configuration
Reference Data
Operating Licenses
Assign Operating License workflow
. 
We added a new checkbox,
Destination Seller License
. Select this option to mark the Operating License as a Destination Seller. If you disable the Destination Seller License flag, the system will apply the existing Buyer/Seller operating license logic.
" "
Operating license assignment workflow update (1295241)
We added a new dropdown for country selection in the Operating License Assignment workflow. Go to
Configuration
, then
Reference Data
, then
Operating Licenses
. This feature lets you select any country with the Operating License Logic implemented in the tax engine. When you select a country, the
Province/State
 dropdown automatically populates with the relevant values.
" "
Operating license logic enhancement and new generic motor fuel JE creation 1334340, 1334342)
We enhanced the JE/Operating License Mapping to support the expansion of Operating Licenses in Canada. We created new Journal Entries (JEs) to facilitate this process. These enhancements ensure streamlined operations and compliance with Canadian regulations.
New motor fuel tax types for the United States
(1314585)
As part of recent regulatory changes, the United States introduced additional Motor Fuel tax types. These new tax types apply under specific conditions or require a license to be activated. They represent "non-standard" motor fuel rates. The new tax types are as follows:
  • MF1
    : Condition Rate 1
  • MF2
    : Condition Rate 2
  • MF3
    : Condition Rate 3
  • MF4
    : Condition Rate 4
  • MF5
    : Condition Rate 5
Ensure compliance by understanding the conditions or licenses needed to trigger these tax types.
CST code validation process
When evaluating tax transactions, the system identifies matches for all attributes. Then, it verifies if the CST code is active on the transaction date. If the code is active, the system adds the
<cst>
 tag with the code under the tax block. However, if the code has expired, the system does not include the
<cst>
 tag.
Product mapping enhancements (1314583, 1314584, 1355672)
  • Scenario 1: Active Commodity Code, Expired Product Code
    When both the product code and commodity code are included in the request, and the product mapped to the commodity code remains active while the product code has expired, the system applies the rules associated with the commodity code.
  • Scenario 2: Active Product Code, Inactive Commodity Code
    If only the product code is provided, and the product is linked to an inactive commodity code while the product code is still active, the system applies a default rule of 10000, considering the commodity has expired.
  • Scenario 3: Mismatched Commodity and Product Codes
    When both the commodity code and product code are included, and the product code is not mapped to the same commodity code but to a different, invalid one, the system applies the rule associated with the product code if the commodity code is within the active date range. Otherwise, it defaults to the rule used for expired commodity codes.
Explore the new model scenarios interface
Discover the redesigned Model Scenarios interface through the new
Preview Features
 tab. This update offers a fresh and modern look compared to the previous version. Both versions will remain available simultaneously, allowing you to familiarize yourself with the new design. Rest assured, this change does not affect any core functionalities.
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.
New UI (User Interface) for Standard Authorities
On the Standard Authorities list page, we've moved the quick links for
Rates & Fees
 and
Rules
 under the
More
 dropdown within the action column. This change from the old UI provides a better and more consistent user experience.
New UI for Custom Authorities
On the Custom Authorities list page, we split the Actions column into two separate columns,
Actions
 and
Links
, to organize action icons and links better and enhance the user experience. The Actions column includes icons for editing, renaming, copying, and deleting a custom authority. Meanwhile, the Links column features a dropdown named
More
, providing quick links to Zones, Rates & Fees, Rules, and contributing authorities configuration tabs for each specific custom authority.
On the Custom Authorities list page, we also relabeled the column name from
Active Rates And Fees
 to
Number of active rates and fees
. We also changed the data representation within this column. In the Angular version, all active rates and fees appeared as hyperlinks separated by commas, with each rate opening a dialog for quick details. In the Saffron upgraded version, we've replaced this with a numerical value showing the total number of active rates and fees. This number is a hyperlink that opens a modal pop-up to display the details of the active rates and fees.
User can now select the
Zones
 tab to see the list of zones associated with a custom authority instead of using the
Show All
 hyperlink at column level under the
Zones
 column to visit the Zones tab.
New UI for Rates & Fees
We've enhanced the UI for the Rates & Fees feature to improve the user experience, ensuring no changes to the functionality or the addition and removal of any columns, links, or buttons.
New UI for Rules & Rule Qualifiers
On the Rules list page, we replaced the
More
 dropdown under the action column with a quick link icon. This icon allows you to create a copy of a rule, delete an existing rule, and access a link to rule qualifiers.
We also replaced the gear icon with the
Add Custom Product
 button to provide a better user experience and inform users about the available functionality on this page.
We upgraded the
Guest Type
 configuration component from a checkbox selection within a dialog box to a single-select dropdown with chips.
We introduced a
Select Radio
 button in the pop-up modal box for choosing a product while configuring products and services on the
Rules
 page. In the old Angular version, users had to select on the record they wanted to configure in the
Product & Services
 field. Now, in the new Saffron upgrade version, a single-select radio button allows users to select and configure a product.
New UI for Contributing Authorities
We enhanced the UI for the Contributing Authorities feature to improve the user experience, ensuring no changes to the functionality or the addition and removal of any columns, links, or buttons.
New UI for Currency Specifications
We enhanced the UI for the Currency Specifications feature to improve the user experience, ensuring no changes to the functionality or the addition and removal of any columns, links, or buttons.
New UI for Motor Fuel Mapping
We upgraded the UI for configuring various operating license types while adding a custom operating license mapping within motor fuel mapping. As part of the complete Saffron upgrade, this enhancement changed the interface from a dropdown to a modal pop-up with a select radio button, without altering the functionality or behavior.
New UI for Tax Response Filters
We enhanced the UI for the Tax Response Filters feature to improve the user experience, ensuring no changes to the functionality or the addition and removal of any columns, links, or buttons.
New UI for Zones
In the new Saffron upgrade of the Zones feature pages, we replaced the
+
 sign with arrow icons to expand and collapse the zone hierarchy, allowing you to view the child zones from different zone levels.
In this Saffron UI upgrade release, we also replaced the tooltip dialog box that showed the list of attached authorities with a modal pop-up window.
Redesigned Model Scenario
In this release, we redesigned and upgraded the Model Scenario feature page to Saffron. Listed in the following are the major changes in the UI of model scenarios.
  1. We redesigned all sections of model scenarios to be expandable and collapsible. This allows the entire scenario information to be visible on a single page using the scroll bar or by collapsing sections that aren't needed for a specific business scenario or test case. By default, Scenario Setup, Header Information, and Line Information will always be expanded when you add or edit a model scenario.
  2. We introduced the
    Clear Fields
     functionality for each section, allowing you to clear all user input data and reset that specific section's fields to their original state with default values.
  3. We renamed the
    Document Information
     section to
    Scenario Setup
     and moved the non-mandatory fields from the old Document Information section into a subsection within Scenario Setup called
    Additional Information
    . You can expand and collapse this Additional Information section using the arrow button next to it.
  4. We merged the Transaction Information and Document Addresses sections into
    Header Information
     and moved the non-mandatory fields from the old Transaction Information section into a subsection within Header Information called
    Additional Information
    .
  5. We upgraded and redesigned the selection process for some fields that previously used a multi-column dropdown. Now, you can use a search button followed by a modal pop-up window to select values. Below is a list of some of those fields.
    1. Customer Name & Number within the Scenario Setup Additional Information
    2. Vendor Name & Number within the Scenario Setup Additional Information
    3. Allocation Name within the Configure Groups
    4. VAT Group Registration Number within Vat Registrations
    5. Transportation Types with Overrides
    All these fields except
    Allocation Name
     will follow the same design & process at line level to select a value.
  6. In the redesigned model scenario, we introduced a new section called
    Results Summary
     at the bottom of the model scenario add/edit page. This section displays the tax calculation results based on user input data, eliminating the need to navigate to the results page every time to view tax results.
  7. We added a
    Run Calculation
     button to the redesigned model scenario page. This button provides quick tax results within the Results Summary section based on user input data that hasn't been saved during the edit Model Scenario process flow.
  8. We divided the results page of the redesigned model scenario into two sections and included a few quick links:
    1. The left side section displays the user input data of the model scenario in read-only format.
    2. The right-side section which shows the tax results (Result Details and XML) based on the user input data shown in the left hand side panel.
    3. Actions dropdown button with quick links to Duplicate or Delete a model scenario.
  9. We redesigned the Actions column on the model scenarios list page by merging all the links and icons from the old version. We also introduced a
    View Results Summary
     link as a dropdown, allowing you to display the results summary on the list page by expanding a scenario row, with a hide button to collapse it.

Fixes

Custom operating licenses applied to transactions (1221998, 1329823)
We resolved the issue where custom operating licenses linked to customers or companies were not applied to transactions (1221998, 1329823). Now, the system considers these licenses, applying the no tax rule appropriately.
Company level seller registrations for UAE provinces (1262255)
The system now correctly assigns company-level seller registrations during tax calls to the seven UAE provinces (1262255). It considers registrations set up for domestic scenarios within these provinces.
ERP code mappings for tax response filters (1045168, 1210048, 1294140)
We resolved an issue with Tax Response Filters when using “ERP Code Mapping” as a constant (1045168, 1210048, 1294140). The filters now apply correctly for both standard and custom ERP Code Mappings. You can create ERP mappings under Configuration/Mappings/ERP Code Mappings in the UI.
Net tax amounts calculation for coupon tax results (1324116)
We identified and fixed an issue with the Net Tax Amount calculation for Coupons (1324116). The Net Tax Amount is now correctly calculated as Line Tax Amount minus Line Coupon Tax Amount.
Coupons applied to $0 gross amount lines (1287629)
An issue where coupons were incorrectly applied to lines with a $0 Gross Amount has been resolved (1287629). The system now calculates the fields correctly, ensuring coupons are not applied to such lines.
Coupon tax amounts assigned to applicable authorities (state, county, city, etc.) (1335866)
We fixed an issue where coupon tax amounts were assigned only to the State Authority (1335866). Now, the tax amounts are distributed to all applicable authorities, including State, County, and City.
Performance improvement during SOAP authentication (1301228)
We improved SOAP Authentication and Authorization by 5% (1301228). By implementing caching of user data, subsequent SOAP calls for the same user no longer require database access for authentication.
Corrected LIKE operator logic in rule qualifiers (1273235)
We identified and resolved an issue with the LIKE operator in Rule Qualifiers. Previously, it incorrectly matched values where the specified term appeared anywhere within the attribute, instead of just at the beginning when using “LIKE value%.” This led to incorrect rule applications and potential tax calculation errors.

What's changed

To ensure consistent behavior across our platform, we updated the LIKE operator logic to match the behavior in TransEditor (TE). The LIKE operator now functions as follows:
  • LIKE 29%
     returns all values starting with "29."
  • LIKE %29
     returns all values ending with "29."
  • LIKE %29%
     returns all values containing "29" anywhere.
This update ensures more accurate and predictable filtering, aligning the behavior across both TE and Rule Qualifiers, and prevents unintended matches and calculation errors.

This article applies to:

  • Product: ONESOURCE Determination, ONESOURCE Indirect Tax

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