Pre-Tax Book Income Policies

You can use various policies within the
PTBI Data Entry Policy
drop-down list and enter the
Wghtd Avg FX Rate
to calculate reports. The default PTBI Data Entry Policy is
Enter Local, FX; Calc USD
.

PTBI Data Entry Policy

There are five options for entering Pre-Tax Book Income, which are determined by the data entry policy. From the PTBI Data Entry Policy drop-down list, select the desired PTBI policy.
To change the PTBI Policy:
  1. Select
    My Datasets
    .
  2. For a dataset, click the
    Units
    button and the Manage Units page opens.
  3. In Manage Units, click the
    More
    drop-down list to see the options for the unit administration.
  4. Select
    Rates
    .
  5. Click
    Change
    .
  6. Select one of the following policies to calculate data for reporting:
    • Enter USD, FX and Calc Local
    • Enter Local, USD and Calc FX
    • Enter Local, USD and FX
    • Enter Local, USD, FX and Calc Rounding
      Policy
      Local Currency PBT
      Reporting Currency PBT
      FX Rate
      Rounding
      Enter Local, FX and Calc USD
      Entered
      Calculated
      Entered
      N/A
      Enter USD, FX and Calc Local
      Calculated
      Entered
      Entered
      N/A
      Enter Local, USD and Calc FX
      Entered
      Entered
      Calculated
      N/A
      Enter Local, USD and FX
      Entered
      Entered
      Entered
      N/A
      Enter Local, USD, FX and Calc Rounding
      Entered
      Entered
      Entered
      Calculated