DM 20a Admin – Provision Data: National (Group Filing: Yes or No) to Local (No GF)

The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 194.

See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100"

See KB article: "Data Integration"

Dashboard DM 20a Admin – Provision Data: National (Group Filing: Yes or No) to Local (No GF)

• Select a WF entity and a Local Jurisdiction that you want the National Provision data to be copied into.
• This is the only copy schedule where you can also select “All JD’s”.
• If the “All Entities” check box is selected, then all the entities in the combo box will be copied or cleared. It does not matter what is in the entity POV; the check box supersedes the entity POV. We refer to this as a “bulk” copy or clear.
• If the “All JD’s” check box is selected, then all the JD’s in the combo box will be copied or cleared. It does not matter what is in the JD POV; the check box supersedes the JD POV. We refer to this as a “bulk” copy or clear.
• If the “All Entities” check box is not selected, then only the POV selected in the entity combo box will be copied or cleared.
• If the “All JD’s” check box is not selected, then only the POV selected in the JD combo box will be copied or cleared.
• You can mix and match these two check boxes. To have all entities and all JD’s copied or cleared, then both check boxes need to be selected.
• The bottom section of the toolbar will update with a “timestamp” with the last time a “bulk” copy or clear was executed. The timestamp will not be updated if the “All Entities” check box is not selected. The “All JD’s” is not considered for the timestamp.
• After a copy is completed, a 1 is entered to account TXP_Data_Copy_20a.
• A Cube View is supplied in the dashboard to show the user which Local Jurisdictions have copied data.

• We have created a flow member called “TXP_ConfirmBal_001” that holds the copied flow members. This parent member is strictly used to expand or collapse a row in the CV. The aggregated value is meaningless but shows you where there is data.
• Right click on any data cell and select “Drill Down”. Then expand the flow dimension to see the breakdown of the three accounts.