Date Determination Rule CSV Format

Each Date Determination Rules CSV file contains rules owned by a single Determination company for either US or International Tax Data Types.

For information about using CSV format files, see Best Practices for Importing Data with CSV Files.

Date Determination Rule File Format

You cannot currently add a Date Determination Rule that applies to an Authority Type instead of an Authority. You must configure this type of rule in Determination.

SDITYPE=DateDeterminationRule-US, DateDeterminationRule-INTL

Column Name

Format

Req?

Description

RuleOrder

number

Y

The rule order for this date determination rule.

DateType

varchar2(50)

Y

One of the following date types:

  • TDD: Tax Determination Date
  • TERD: Tax Exchange Rate Date
  • TPD: Tax Point Date

AuthorityName

varchar2(100)

Y

The authority that will use this date determination rule.

Either Authority Name or Authority Type is required, but not both.

AuthorityType

varchar2(100)

Y

The authority type that will use this date determination rule.

Either Authority Name or Authority Type is required, but not both.

CustomAuthority

varchar2(1)

Y

Indicates whether the AuthorityName on this row is (Y) or is not (N) a custom authority.

ProductPath

varchar2(100)

(See Description)

N

The full path of a product category to limit rule application in dot notation (parent.child.grandchild.etc). You must specify the highest level first, then each level in succession. See the example below for details. Note that the length of 100 refers to an individual level of the path, not the entire path length.

CustomProduct

varchar2(1)

Y

Indicates whether the Product Category listed above applies to a Custom Product (Y) or a Tax Data Provider Product (N).

DateDeterminationLogicName

varchar2(100)

Y

A configured Date Determination Logic expression.

DocumentType

varchar2(50)

N

An optional document type to which rule application is limited.

MovementType

varchar2(100)

N

An optional movement type to which rule application is limited.

StartDate

mm/dd/yyyy

Y

A start date for this date determination rule.

EndDate

mm/dd/yyyy

N

An end date for this date determination rule.

CustomerName

varchar2(100)

N

An optional customer name to which to limit rule application.

CustomerNumber

varchar2(100)

N

An optional customer number to which to limit rule application.

Date Determination Rules File Example

This file includes two date determination rules.

  1. sdiType=DateDeterminationRule-US

  2. RuleOrder,DateType,AuthorityName,AuthorityType,CustomAuthority,Da
    teDeterminationLogicName,StartDate,EndDate

  3. 1,TDD,CA - FEES,,N,Earlier of Invoice or Movement,01/01/2006,12/3
    1/2008

  4. 2,TPD,CA - FEES,,N,Earlier of Invoice or Movement,01/01/2006,12/3
    1/2008

For more information about formatting a CSV file, see Creating CSV Import Files.

Updating an Existing Date Determination Rule

You can update an existing date determination rule by submitting RuleOrder, DateType, AuthorityName, CustomAuthority, and DateDeterminationLogicName columns which match a rule, then modifying the other columns as desired.

Date Determination Rules File Import Prerequisites

You must create the desired company into which you want to import date determination rules, as well as any associated date determination logic records, authorities, products, and customers, before running the Import/Export Wizard.

Date Determination Rules File Import Options

When importing a date determination rules file, the Import/Export Wizard prompts for Company Selection. Select the desired company.