OneStream Tax Provision

Knowledge Base Articles

Business Rules - Overview

The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 103. See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" Business Rules There are several business rules that Tax Provision Blu...

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Finance - TXP_BusinessRules

The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 103. See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" TXP_BusinessRules This is the main file that contains most of the Tax ...

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Finance - TXP_Copy_Annotations

The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 105. See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" TXP_Copy_Annotations TXP_Copy_Annotations provides the ability to Copy...

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Finance - TXP_Copy_Data

The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 106. See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" TXP_Copy_Data TXP_Copy_Data provides the ability to copy and clear dat...

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Finance - TXP_Copy_Data_FCST

The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 109. See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" TXP_Copy_Data_FCST TXP_Copy_Data_FCST provides the ability to copy and...

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Finance - TXP_CustomCalc

The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 110. See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" TXP_CustomCalcs TXP_CustomCalcs is used on Dashboards: Actual: DM 10aA...

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Finance - TXP_CV_CompareAnnotation

The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 111. See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" TXP_CV_CompareAnnotation TXP_CV_CompareAnnotation is used on Dashboard...

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Finance - TXP_MemberList

The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 112. See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" TXP_MemberList TXP_MemberList is used to sort the entities in a CV. Th...

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Finance - TXP_MemberListRanked

The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 113. See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" TXP_MemberListRanked TXP_MemberListRanked is used to rank data based o...

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Finance - TXP_NatFiler_Calc

The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 114. See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" TXP_NatFilerCalc TXP_NatFilerCalc is used to populate a trigger accoun...

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Finance - TXP_SharedConfirmationRules

The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 115. See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" See KB article: "Confirmation Rules" See KB article: "Finance - TXP_Sh...

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Finance - TXP_SharedConfirmationRules_FCST

The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 116. See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" See KB article: "Confirmation Rules" See KB article: "Finance - TXP_Sh...

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Dashboard Data Set - TXP_HelperQueries

The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 118. See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" TXP_HelperQueries In the function GetEntityText7_byWFTime, there is a ...

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Dashboard Extender - TXP_SolutionHelper

The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 121. See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" TXP_SolutionHelper This BR is used to control the schedules and report...

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Dashboard XFBR String - TXP_ParamHelper

The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 122. See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" TXP_ParamHelper This BR is used extensively to format the CV’s, in par...

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Extensibility Rules - SaveDataEventHandler

The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 123. See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" See KB article: "SaveDataEventHandler BR" SaveDataEventHandler SaveDat...

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Confirmation Rules

The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 160. See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" See KB article: "Finance - TXP_SharedConfirmationRules" See KB article...

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Data Unit Calculation Sequence (DUCS)

The following has been taken from the OneStream XF Design and Reference Guide (September 2020) starting at page 31. Guidelines on Formula Passes There are 16 Formula Passes and one Dynamic Calculation Formula Type available on each Member. Formulas t...

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SaveDataEventHandler BR

Attached is the SaveDataEventHandler business rule that is used in the Tax Provision Blueprint application. You can only have one SaveDataEventHandler BR per application. You will overwrite the existing Business Rule if loaded directly into the syste...

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