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My Datasets

Creating Mass Update Rates

This section describes the process of creating Mass Update Rates.

Set up Mass Update Rates

To set up the Mass Update Rates:
  1. Select
    Administration
     and then
    System
    .
  2. Select
    Manage Countries
     and type the Countries Rates.
  3. Select
    Manage Currencies
     and type the Currencies Rates.
  4. Select
    Manage States
    , then
    States
     and type the States Rates.

Mass Update Rate Parameters

To set up the Mass Update Rate Parameters:
  1. In My Datasets, select a
    Provision
    dataset.
  2. Select
    More
     and then
    Dataset Parameters
    .
  3. Type the Parameter Name.
    List of Parameter Names:
    • CountryRates
    • CurrencyRates
    • StateRates
  4. Select
    Alphanumeric
     for the Parameter Type.
  5. Type
    Y
     for the Parameter Value.

Rate Population

There are two ways to initially complete the State, Country, and Currency with Mass Update Rates:
  1. The rates are transferred from Administration to populate the lists:
  1. In My Datasets, select a
    Provision
     dataset.
  2. Select
    More
     and then select
    Currency Rates
    ,
    Country Rates
     or
    State Rates
    .
  3. Click
    Populate All
     to transfer all rates.
  1. The alternative method is to add individual rates at the Dataset level:
  1. In My Datasets, select the
    Provision
     dataset.
  2. Select
    More
     and then select
    Currency Rates
    ,
    Country Rates
     or
    State Rates
    .
  3. Click
    Add
     and then select a code from the list.
  4. Click
    Save
    . The application automatically transfers the rates to the units for this Symbol/Code along with the existing Mass Update Rates.
To refresh the Dataset level rates with the updated rates in the Administration area, click
Copy From Admin
.

This article applies to:

  • PRODUCT: ONESOURCE Tax Provision