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My Datasets

Lock-Unlock Unit

In
My Datasets
, you can Lock/Unlock units within a dataset. Using the
Lock/Unlock Unit
 option in the
More
 drop-down list lets you see the list of Units and related information. Here you can view the Unit Code, Name, Pre-Tax, Total Tax, ETR, Note, Locked, Primary Contact, Last Modified, and Date. You have the ability to
Export
 the data from the Lock/Unlock Units page, however, you cannot Import data into this page.
important
By default, the
Primary Contact
 filter is turned on. The option filters the unit list using the Primary Contact name and only the units that are assigned to the Primary Contact appear. Using the
Filter
 button lets you
Clear
 or
Apply
 filters to view specific information in the list.
To lock units in a dataset:
  1. In
    My Datasets
    , select
    More
    .
  2. Select
    Lock/Unlock Unit
    .
  3. Select
    Locked
     for each Unit Code.
  4. Select
    Save
    .
To lock all units in a dataset:
  1. Select
    Locked
    in the column header.
  2. Select
    OK
    to proceed or
    Cancel
    to close without locking all units.
To unlock units in a dataset:
  1. Select
    Locked
    in the Locked column to remove the option.
  2. Select
    Save
    .

This article applies to:

  • PRODUCT: ONESOURCE Tax Provision