Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Transactions

Add and edit TransEditors

To add a TransEditor:
  1. Go to
    Configuration
    ,
    Advanced Setup
    , and then
    TransEditors
    .
  2. Select a company.
  3. Select the group name for the TransEditor group you want to add a TransEditor to.
  4. Select
    Check Out
     if the TransEditor group has a status of Checked In.
  5. Select
    Add TransEditor
    . New TransEditors get created with a Checked Out state by default.
  6. Enter a unique name and a description for the TransEditor.
  7. Select
    Add
     to add conditions to the body of the TransEditor.
  8. Enter the element or math expression you want to evaluate. When entering a match expression, use one or more numeric-type elements and mathematical operator symbols (+, -, *, or .).
  9. Select the operator to use.
  10. Enter the value, which can be a constant (CONSTANT), an element (ELEMENT), or a math expression (EXPRESSION).
  11. When ready, select
    Save
    .
  12. To add one or more actions, select
    Add Action
    .
  13. Select
    Save
    , and then
    Check In
    .

This article applies to:

  • Product: ONESOURCE Determination, ONESOURCE Indirect Tax

Related content