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My Datasets

Unit Dataset Parameters

In
MANAGE UNITS
, you can set up the
Unit Dataset Parameters
 for Provision, Interim, and Estimated Payments datasets. You enter parameters for a specific unit dataset in order to have additional functionality in the application. Administrators use unit dataset parameters to change how data is treated or represented within a unit.
Before you add Unit Dataset Parameters, review the following:
  • You can add, modify or delete pre-established Unit Dataset Parameters.
  • When adding or modifying parameters, use care, as they can potentially change calculations across all the units in the dataset.
  • Parameters are pre-defined and are case-sensitive. The Key Type and Value have specific designations for each parameter.
  • Deleting parameters is not recommended, because they may be required for the system to function properly. It is recommended that you de-activate a parameter, rather than deleting it.
  • To import a new unit dataset parameter, complete the appropriate fields on the
    #UDSP# UDS Params
     worksheet in the Import Numbers template.
To configure a parameter in Dataset Parameters:
  1. Select
    My Datasets
    .
  2. For a dataset, select the
    Units
     button.
  3. In MANAGE UNITS, select the
    MORE
     drop-down list and select
    Unit Dataset Parameters
    .
  4. Type the
    Parameter Key
    ,
    Parameter Type
     and
    Parameter Value
    .
  5. Select
    Save
    .

This article applies to:

  • Product: ONESOURCE Tax Provision