Skip to main content
Workarea actions and D2C Merge
Search
Search Indirect Tax Support Help and Support.

This article applies to:

  • Product: ONESOURCE Determination,ONESOURCE Indirect Tax,ONESOURCE Sales and Use Tax Compliance

Review the flagged transactions

Use the Review Pending feature to view transactions.
During a D2C Merge, the system may not transfer some source transactions to the Compliance journals. The D2C Dashboard flags these transactions as
Review Pending
 so users can examine them.
  • Selecting the
    Review Pending
     count for a merge process opens a summary of the flagged data and explains why the system flagged it.
  • Selecting
    Edit Records
     for a row opens the flagged records in the
    EDIT RECORDS
     tab.
Users can also open the eye icon to view the specific reason a record was flagged.
The following table lists common merge error categories and indicates which fields users can update to resolve them.
Error Category
Edit Tax Area from Place Code
Edit the Level, Authority & Tax Name from Tax Code
Edit Tax Type from Tax Type Code
Place Code Missing
Yes
No
No
Tax Jurisdiction Mismatch
Yes
Yes
No
Tax/Authority Not Found
No
Yes
No
Rate not found
No
Yes
Yes
Determination Place Code Is Expired
Yes
Yes
No
Tax Jurisdiction Expired
Yes
Yes
No
note
Source fields such as
Place Code
,
Place Name
,
Tax Code
, and
Tax Description
 aren't editable.

Revalidation process

Users can revalidate saved records when records are available for review. Select Revalidate Import to update records with the latest data and to refresh the D2C Dashboard metrics. The Dashboard shows the results in the
Reviewed
 count, but some records may still require additional review.

View records and edit history

Users can't edit journal records directly, but they can view them in the
ALL RECORDS
 tab. Select
Total Records
 on the D2C Dashboard to view. For reviewed records, open the clock icon to see the edited history.
Users can also filter the
ALL RECORDS
 tab to show only reviewed records. Change from
VIEW ALL
 to
VIEW REVIEWED
, or select the
Reviewed
 count on the Dashboard.

Bulk edit

The
EDIT RECORDS
 tab also supports bulk updates when multiple records need the same changes. Select the records, then
Edit Selected
 to update values in the
Bulk Edit
 screen. After saving bulk edits, users can revalidate the updated records.

Related Content