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Calculate Flow-Through Factor Results

You can use the Flow-Through functionality to transfer a percentage of data from one unit to another which is useful for partnership reporting. In the Flow-Through page, you define the
Source
 and
Target
 relationship, the
Flow-Through Profile
, the percentage, and an elimination.
note
To enable the Flow-Through functionality, you must add a
License Code
 and
License Key
 within Manage Licenses.

Manually Calculate Flow-Through Factor Results

You can manually calculate the
Flow-Through Factor Results
 by setting up the system parameter, Display the Calculate Flow-Through Factor Results menu item.
To manually calculate the Flow-Through Factor Results:
  1. Select
    My Datasets
     and then
    Calculate
    .
  2. Select
    Calculate Flow-Through Factor Results
    . The message appears "Are you sure you would like to calculate unit factor results? WARNING: This will erase all existing flow through data before calculating the new results."

Automatically Calculate Flow-Through Factors:

Or, you can automatically review the Flow-Through calculation upon running a report. You can automatically calculate the
Flow-Through Factor Results
 by setting up the system parameter, Display the Calculate Flow-Through Factor Results menu item.
To automatically calculate the Flow-Through Factor Results, you just need to run a report.
note
If a unit is locked, you cannot transfer that data to another unit. A message appears "The Source/Target unit data can not be moved."
To exclude all Flow-Through classes for the Target dataset add the Dataset Parameters
EXCLUDEFLOWTHROUGH
.

This article applies to:

  • PRODUCT: ONESOURCE Tax Provision