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Administration

Units

In
Administration > Manage Units
 you can add units.
  • An existing name, unit, type, country code and currency code, currency code and description can be modified.
  • Only a unit that has no Records - Unit/State in any dataset can be deleted.
To import a new unit, complete the appropriate fields in the
#CU# Units
 tab in the Import Categories template.

Code and Name

  • The unit Codes is user-defined and can be any combination of alpha and numeric characters, including spaces, up to 60 characters.
  • Unit codes must be unique.
  • The unit code and name appear in the Review & Edit and Manage Units pages.
  • The unit code by default cannot be modified after it is created. You must activate the
    Modify Unit Code
     parameter to modify unit codes.
  • The unit code can be modified after it is created as your corporate structure changes.
  • When you edit a unit code, the change is reflected in all datasets, even datasets that are locked or archived.
  • You must create a new mapping relationship for a modified unit code. When modified, unit codes may affect integration with other applications. Changing the code changes the unit mapping with other ONESOURCE products and will need to be remapped in order to restore integration for the unit.

Modify Unit Codes

To modify the unit code field, you must activate the parameter called Modify Unit Code. You can find the parameter in
Administration
 >
Manage Configurations
 >
Modify Unit Code
. Selecting
Yes
 for this parameter lets you to modify unit codes.

Unit Type

  • Assign
    Foreign
     or
    Domestic
     for the Unit Type. You can select the drop-down list to change the unit type.
  • The system uses the unit's type to determine how the data is reported in the foreign/domestic report.

Country Name and Currency Symbol

  • Assign
    Country Name
     and
    Currency Symbol
     for each unit. These selections are optional. If these fields are left blank, undetermined will appear for those fields.
  • The system is populated with ISO Country Codes and ISO Currency Codes. You can manage these codes.
Default Codes
Country Code Name - U (Undetermined)
Currency Code - UND (Undefined)
  • The currency designation of a unit allows the unit to be combined with other units in local currency reporting.

Description

Type a Description for each unit, if needed.
Administration - Manage Units - Code

This article applies to:

  • PRODUCT: ONESOURCE Tax Provision