TransEditor Groups CSV Format

This type of import enables you to quickly load TransEditor Groups. Each group contains individual TransEditors, which contain Conditions and Actions. It is possible to import “blank” TransEditors (with no Conditions or Actions) if you want to quickly create a number of TransEditors that you can then later modify.

TransEditor Groups are created as Checked Out with a start date of today. Once the group is imported, you need to view the data in Determination to verify the accuracy of the import, create the appropriate start and end dates for the group, and check it in.

TransEditor Group imports are intended to import new groups, not modify existing groups. You cannot, for example, add an editor to a group. You can only import a complete group, then modify it as desired in Determination.

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

To specify a reference list in a TransEditor, you must create the TransEditor on the Conditions tab of TransEditors page. You can include a reference list in the CSV file so that Determination can identify when a reference list referenced.

In Determination, you specify a reference list on the Conditions tab of the TransEditor page. Click the Reference List radio button and then select the reference list you want to use from the drop-down list.

The Operator field automatically switches to EXISTS IN. If you want to exclude the values in the reference list, select NOT EXISTS IN from the drop-down list.

TransEditor Groups File Format

TransEditors consist of IF/AND/OR statements and parent/child relationships, resulting in complex logical statements. Restrictions on logic are imposed on the import file. The following restrictions apply:

The logic statement IF (A or B) AND (C or D) THEN is not valid TransEditor logic. This statement must be rewritten as: IF (A AND (C OR D)) OR (B AND(C OR D)) THEN.
You cannot nest OR statements within each other. An (OR) cannot contain a second (OR).
The logic must be unambiguous. For example, you cannot list a mix of ANDs and ORs with no parentheses, and each open parenthesis must have a matching close parenthesis in the appropriate location.
If you enter a math expression in the Element field, the upload will not validate the expression. When you view the TransEditor in the UI, you will need to correct any failing expression before you save the data and leave the page.

SDITYPE=TransEditors
Column Name	Format	Req?	Description
GroupName	varchar2(100)	Y	Name of the TransEditor group.
EditorName	varchar2(100)	Y	Name of the TransEditor.
ParentName	varchar2(100)	N	Name of the editor's parent. If specified, the editor must have been listed earlier in this import file. Can be null if the editor exists at the top level in the group. Note that the ParentName cannot be the same as the EditorName for this line.
Condition	varchar2(5)	Y	Valid values are IF, AND, OR, and THEN. IF starts a condition. AND and OR are used when there is more than one condition for an editor.
Open	varchar2	N	Parentheses. Valid values are zero or more left parentheses: ‘ ( '. Each open parenthesis must have a matching close parenthesis in the file.
Element	varchar2(250)	Y	Name of an XML element. For example. INVOICE.SHIP_FROM.COUNTRY or a math expression. For information about the limitations, see Using ONESOURCE Indirect Tax Determination TransEditors in Help.
Operator	varchar2(15)	Y	Valid values are the following: = != < > >= <= IS EU IS GCC IS NOT EU IS NO GCC IS NULL IS NOT NULL LIKE THEN conditions can only use the equals symbol (=).
Constant	varchar2(250)	Y *	A constant value. For IF, AND, and OR conditions, this is a constant to compare to the Element field. IF, AND, and OR conditions with Operator values of IS NULL and IS NOT NULL are not expected to have these values. For THEN conditions, this is a constant to set to the field. (*) Use either the Constant or the ValueElement field, but not both.
ValueElement	varchar2(250)	Y *	An XML element, or a math expression subject to the limitations described in the math section of the Help topic Using ONESOURCE Indirect Tax Determination TransEditors. For IF, AND, and OR conditions, this is an XML element to compare to the Element field. IF, AND, and OR conditions with Operator values of IS NULL, IS NOT NULL, IS_EU, IS_GCC, IS_NOT_EU,and IS_NOT_GCC are not expected to have these values. For THEN conditions, this is an XML element to set to the field. (*) Use either the Constant or the ValueElement field, but not both.
ReferenceList	varchar2 (250)	Y *	Reference list name. For EXISTS IN and NOT EXISTS IN conditions, this is a reference list name to compare to the Element field. IF, AND, and OR conditions with Operator Values of IS NULL, IS NOT NULL, IS_EU, IS_GCC, IS_NOT_EU, and IS_NOT_GCC are not expected to have these values. For THEN conditions, this is an XML element to set to the field. Only an Active reference list (today's date falls between the reference list's start and end date) can be imported. (*) Use only one of the Constant, ValueElement, or ReferenceList fields.
Close	varchar2	N	Close parentheses. Each open parenthesis MUST have a matching Close parenthesis in the file.
Comment	varchar2(1000)	N	A comment about the GroupName. Only the first comment in the group gets imported.

Example TransEditor Groups File

This file creates a group containing two editors. The first has a single condition and action. The second has multiple conditions and a single action:

sdiType=TransEditors
GroupName,EditorName,Condition,Open,Element,Operator,Constant,Clo
se,Comment
OFCGroup,TE1,IF,,INVOICE.SHIP_TO.STATE,=,CT,,Derive Country from
State/Province
OFCGroup,TE1,THEN,,INVOICE.SHIP_TO.COUNTRY,=,US,,
OFCGroup,TE2,IF,(,INVOICE.SHIP_TO.PROVINCE,=,AB,,
OFCGroup,TE2,OR,,INVOICE.SHIP_TO.PROVINCE,=,BC,,
OFCGroup,TE2,OR,,INVOICE.SHIP_TO.PROVINCE,=,MB,,
OFCGroup,TE2,OR,,INVOICE.SHIP_TO.PROVINCE,=,ON,),
OFCGroup,TE2,THEN,,INVOICE.SHIP_TO.COUNTRY,=,CDN,,

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

TransEditor Groups Import Prerequisites

This type of import imposes no prerequisites before using the Import/Export Wizard.

TransEditor Groups Import Options

When importingTransEditor groups, the Import/Export Wizard prompts for Company Selection. Select the desired company.

Once the group is imported, you need to view the data in Determination to verify the accuracy of the import, create the appropriate start and end dates for the group, and check the group in before using it.