Document Format (DFS) - Tax Filters

If the document format is being used for Tax Reporting, one or more tax filters are required to select tax related transactions to be included on the report. You can use the standard filters provided, or create new ones using Filter Designer (FLD). You can also modify filters to assign additional selection criteria to tax reporting, for example, if you want to use an analysis dimension as a selection criteria.

Uwaga: You should not amend standard system filters, as your amendments will be overwritten if you upgrade SunSystems or install a service pack. To modify a standard filter in Filter Designer (FLD), first save it with a new name. Once modified it can then be attached to the document format.

You can attach one or more filters to the document format. To attach a filter:

Select the Action > Assign Tax Filters menu option, or click Tax Filters, to display the Document Format Assign Tax Filters form. If the document format has not been assigned to a business unit, you are asked if the current business unit should be used as the default. This is because filters may have elements specific to business units.
Select the filter required in the Filter Definition Control Id in the Document Format Assign Tax Filters grid. You can optionally add a Lookup Code and Description for this assigned filter.
Click OK to assign the filters to the document format.
Click Exit to close the Document Format Assign Tax Filters form and return to Document Format.