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Reference data

Date Determination Logic

Date Determination Logic defines exceptions to standard processing for each of the 3 date types (Tax Determination Date, Tax Exchange Rate Date, and Tax Point Date). ONESOURCE Indirect Tax Research provides
Date Determination Logic
 as part of the Determination Tax Content offerings and updates logic as necessary to support changes in tax law.
If you configure your own custom Date Determination Logic, it could have unintended consequences for your tax calculations. Engage Consulting Services for assistance if you want to make configurations in this area.
Examples of logic which could specify Tax Point Date determination include:
  • Use the
    Invoice Date
     or the
    Movement Date
    , whichever is earlier.
  • Use the
    Invoice Date
     unless it is greater than 14 days from the Movement Date. Otherwise use the
    Movement Date
    .
  • Use the
    Movement Date
     if the Invoice Date is after the last day of the month following the month of the movement. Otherwise, use the
    Invoice Date
    .
The actual logic expression for the 1st example above is:
  1. isNull(movementDate) ? invoiceDate :
  2. invoiceDate.before(movementDate) ? invoiceDate : movementDate

Date Determination Logic - Main Screen

Use this page to view or, if you're a
Tax Data Provider
, specify logic which can affect the Tax Determination Date, Tax Exchange Rate Date, and Tax Point Date for a transaction. You can map each logic expression to transactions meeting specified criteria on the
Date Rules
 page.
This page consists of the following areas and their associated tasks:
  • Owning Company: The name of ONESOURCE Indirect Tax Determination Company which defined the logic expression.
  • Name:
     The name of the logic expression
  • Expression:
     The Actual Logic expression.
  • Description:
     A description for the Logic expression.

Using Date Determination Logic - Actions

Use this section to create a new logic expression or modify or delete the selected logic expression. You can only modify, delete, or export the Date logic expressions owned by your company and its children.
Date Determination Logic Expression Field Reference
Field
Req?
Description
Company
Y
Name of the of ONESOURCE Indirect Tax Determination Company Which defined the logic Expression.
Name
Y
The name of the logic expression.
Expression
Y
Refers to the logic statement composed of conditions, functions, operators that the system will determine how it will apply.
Description
N
A description for the logic expression.
Default-Generated Information:
Created By:
 Name of the user that created the Logic Expression,
Created On:
 Creation Date,
Modified By:
 Name of the Last user that modified the Logic Expression,
Modified Date:
 Last date of update of the Logic Expression.

Add a new logic expression

  1. Select
    Add Logic Expression
     from the grid action menu.
  2. Select the
    ONESOURCE Indirect Tax Determination Company
     which defined the logic expression.
  3. Enter data using the field reference.
  4. Select
    Check
     to verify that the logic you entered is valid.
  5. Select
    Submit
     to save your changes.

Copy a logic expression

  1. Select
    Copy
     from the Logic Expressions List.
  2. Name the Logic Expression.
  3. If necessary, modify data using the field reference.
  4. Select
    Submit
     to save your changes.

Modify a logic expression

  1. Select
    Edit
     from the Logic Expressions List (default expressions can't be modified).
  2. Modify data using the field reference.
  3. Select
    Submit
     to save your changes.

Delete a logic expression

  1. Select the item from the
    Logic Expressions List
    .
  2. Select
    Delete
     from the Actions menu.
  3. Select
    OK
     to confirm the deletion.

Export results in Excel

You can export the selected logic expression, or all logic expressions owned by the same company.
  1. Create a filter parameter to search for specific results (in case you want to save all the results you can skip this step).
  2. Select
    View
     in Excel from the grid action menu.
  3. Search in downloads for the item.

This article applies to:

  • Product: ONESOURCE Determination, ONESOURCE Indirect Tax