Determination 2025.01 release notes
Release date: January 2025
These release notes include the following sections.
- Release highlights
- New features
- User Interface design improvements
- Fixes
- Known issues
Release highlights
- Safron UI upgrade.
- Added a new button for Tax rate simulator – Geocodes.
- Added a new role for Certificate Manager.
New features
Oil and Gas - New Authority Option ‘DSS - Destination Seller State’ (1257605, 1358173)
We've added a new Authority Option
DSS – Destination Seller State
under Configuration
, Authorities
, then Authority Options
. The Default value for this Authority Option would be Yes
and the last 4 columns (Condition, Value, Start Date, End Date) are editable in the UI for a customer’s company. When the option is set as No
destination state license shouldn't be considered for tax calculation for that authority.This option is set under an authority as per standard content.
Oil and Gas: New Tax types for Excise operations in EU (1382614)
We've added the following Tax Types in Determination to support Excise tax calculation.
1: EXE (standing for Excise Exempt)
2: EXS (standing for Excise Suspension).
Oil and Gas: New Unit of Measure (GJ) and category (Energy) - EU (1385626)
We've added a new Unit of Measure (UOM) called
Gigajoule (GJ)
and a new Category called Energy
to support additional functionality in Determination.Oil and Gas: New Unit of Measure (MWH) and (DAL) - EU (1408970)
We've added 2 new Unit of Measures
Megawatt Hours (MWH)
and Decaliter (DAL)
in Determination under Category Electric
and Volume
respectively.Oil and Gas: Introduced new calculation methods for billed quantity - Fee on Billed Quantity/Flat Fee on Billed Quantity (1365748, 1373210, 1488587)
We've added 2 new calculation methods,
Fee on Billed Quantity
and Flat Fee on Billed Quantity
to support content to calculate tax based on a billed quantity. The system evaluates the value of element Billed Quantity Type
at line level, and the calculation method associated in the rule matched. Quantity elements are structural in nature and the default flag within quantity helps determine the quantity. The following is an example TransEditor logic condition:If LINE.USER_ELEMENT.ATTRIBUTE1 = BILLED Then LINE.BILLED_QUANTITY_TYPE = NET LINE.QUANTITIES.QUANTITY.DEFAULT = Y LINE.QUANTITIES.QUANTITY.AMOUNT = LINE.USER_ELEMENT.ATTRIBUTE2 LINE.QUANTITIES.QUANTITY.AMOUNT_UOM = LINE.USER_ELEMENT.ATTRIBUTE3 Attribute2 & attribute3 are the amount and UoM for billed quantity and default value for flag is changed to ‘Yes’.
Increased Character Limit for Invoice Descriptions (1318039)
We've increased the character limit for the field
Invoice Descriptions
from 100 to 1,000 characters to support longer invoice descriptions.Missing tolerance fields in DET Rest API (1324024)
We've added VCT_TOLERANCE_AMOUNT and VCT_TOLERANCE_PERCENTAGE to the REST tax calculation service APIs under invoice input.
Data Migration - Individual Configuration Data Export (1382420, 1372540)
We've enhanced the export functionality to create an export file for the individual configuration data selected by the user. We've enabled this functionality for the following modules:
- Rates and Fees
- Custom Fields
- Units of Measure
- Units of Measure
- Tax Jurisdictions
- VAT Group Registrations
- Tax Response Filters
- Vendor Charged Tax Verification
- Locations
- Location sets
- Licenses records
- License types
- Date Logic
- Date Rules
- Custom Authorities
- Custom Authority types
- Custom Authorities options
- Currency Rules
- Currency Rounding
- Currency Rules
- Currency Rounding
Certificate Manager - New Role: Certificate Processor (1353656)
We've enhanced the roles for Certificate Manager by introducing the Certificate Processor role. This role allows users to create and edit customer and certificate records, including approved certificates, while restricting the ability to delete any records. The role is fully supported and can be enabled or disabled from the User and Roles page. This enhancement improves data security and provides a more controlled access for certificate management.
Tax rate simulator – Geocodes
Users can view geocodes along with the search results using the
View Geo Codes
button within the Tax Rate Simulator feature. This allows users to view all the geographic codes related to Authorities and Tax Rates that can be used for shipping and tax calculations.It is accessible through
Tools
then Tax Tools
menu. This feature enhancement ensures users are correctly informed about their tax obligations, minimizing the risk of errors and potential penalties.The
View Geo Codes
button is enabled when search results are present in the data grid, and clicking it opens a sliding panel displaying geo codes related to the Authorities and Tax Rates shown. The panel displays applicable geo codes for the post-codes, and if none are available, it shows "No Geo Code exists
."TransEditor Reordering
We've added a
Reorder
button to the TransEditor feature, allowing users to organize their TransEditor groups efficiently. When users hover over this button, a tooltip appears with the label "Reorder
." Clicking this button opens a dialog box where users can select a new location for their TransEditor and input a numeric value to specify its exact position within the group. The system validates the entered order value and processes the request to update the TransEditor's location accordingly. This enhancement allows users to organize Trans Editors more flexibly and precisely, making it easier to manage complex group structures.
The existing functionality of the other 3 action buttons remains unchanged, ensuring continuity in user operations. Users can still use the drag-and-drop functionality. This improvement will greatly assist customers by simplifying the management of the TransEditor.
Saffron UI Upgrade
We've upgraded the UI for the features below without impacting any functionality changes.
- Authority Options
- Authority Types
- Vendors
- Vendor Charged Tax Verification
- Locations & Locations Sets
Fixes
Correction for UoM 'Kilo Watt Hour' (1409106)
The Base for UoM 'Kilowatt Hour (KWH)’ was corrected to
KWH
from KGM
.UAE Service transactions error (1358311)
Companies maintaining registrations at the company level for the UAE reported an issue. Transactions related to services (with Transaction Type set to Default Services or Customer Location) were impacted and encountered errors due to missing registration numbers in the response. We’ve addressed this issue, and the system now returns the expected tax results.
User is not able to view the Product Mappings with View Only role (1374555)
Users with the
View Only
role were previously unable to access Product Mappings due to permission errors. We've resolved this issue, and role configurations have been corrected to ensure proper access. Users can now view Product Mappings seamlessly without interruptions.Certificate pages loading issues (1408862)
Users encountered loading failures on the Certificates page when they applied filters, due to an excessive query load. The query fetched data for all authorized companies, which caused performance degradation. We optimized the performance to include only the companies selected by the user, significantly improving the performance. The Certificates page now loads correctly with filters applied, resolving the spinning load issue.
Coupon tax amounts assigned to applicable authorities (state, county, city, etc.) for tiered and graduated rates (1335893)
Coupon tax amounts were previously assigned only to the State Authority Level for tiered and graduated rates. Now, the tax amounts are distributed to all applicable authorities, including State, County, and City. This update ensures more accurate tax calculations and reporting across multiple jurisdictional levels for transactions involving coupons with tiered or graduated tax rates.
Issue with the Net Tax Amount at the tax summary block (1353595)
We've identified an issue where the net tax amount within the tax summary block for a given line, affected by multiple coupons, wasn't being calculated accurately. This didn't impact the coupon tax amount calculations. We've fixed this issue and it is now working as expected.
Truncate fields to prevent errors when sizes are exceeded (1316028)
A fix was implemented to truncate fields and prevent errors during Tax Calculations when certain field sizes are exceeded. More specifically, when Trans-Editors are used for Invoice or Line level elements (for example, Descriptions), 250 or more characters can be entered without causing an error, but only the 1st 250 characters will be stored. Similarly, for the field <CALLING_SYSTEM_NUMBER>, more than 100 characters won't trigger an error, but only the 1st 100 characters will be saved.
VCTV Issue – Tax amount allocation for ‘No Tax’ flag lines (1371555)
In the Tax Engine, we've identified an issue where vendor tax amounts were incorrectly being allocated to non-taxable invoice lines marked with LINE.IS_NO_TAX = Y. This misallocation led to vendor taxes being assigned to lines that shouldn't have received any tax, thereby causing inaccuracies in tax reporting. The expected behavior for the system is to ensure that no vendor tax is allocated to such tax lines, resulting in a vendor tax of zero for these lines.
Rule Qualifier - Lookup Condition Save - Status: 412, Message: Reference List ID is mandatory (1405704)
We've resolved a critical issue affecting the creation and editing of Rule Qualifiers for custom rules under a specific tax authority. Users previously encountered errors when adding Rule Qualifiers and experienced inconsistencies when saving Lookup List values.
These problems stemmed from the system's handling of extra spaces in lookup list names, which were stored in the database but inconsistently processed during value comparisons. The fix ensures proper management of spaces in lookup list names, resolving error messages and improving the accuracy of saved values.
This enhancement significantly boosts the reliability of Rule Qualifier management for Brazil ICMS Sao Paulo authority rules, providing a smoother user experience and more precise tax calculations.
Issue with Rule Qualifiers column for custom rules (1258628)
We resolved a display issue in the custom rules grid where the number of added Rule Qualifiers wasn't visible, leaving the cell empty. This problem was caused by the
RuleQualifierCount
parameter returning null for custom rules, unlike its correct functioning for standard rules. With this enhancement, users can easily view the number of Rule Qualifiers associated with each custom rule directly in the grid, improving visibility and facilitating more efficient rule management.
This update aligns the functionality of custom rules with that of standard rules, providing a more consistent and informative user experience across the platform.
Known Issues
Oil and Gas: Exemption override using tax types at company level (1501231)
We've identified an issue with the exemption override setup available at the company level. If a company has this configuration to override the exemption for a given tax type, the transaction will result in incorrect exemption results. As 2 new tax types (= ‘MF’ & ‘MFE’) are introduced as part of content expansion, causing issues. We'll be addressing this in our upcoming release and as part of the interim solution, if a company is using override for these 2 tax types, keep the
taxable
flag enabled for both U.S. & INTL tax types.Related Content
-
Determination - Enterprise Cloud
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