Workbench Licenses

Menu > Workbench > Licenses

Use this page to specify customer licenses to apply to a scenario. Licenses can result in specific tax treatment based on rule selection.

License data you enter here is not validated against existing licenses. This enables you to reference licenses that may be defined in the future.

Before using this page for the first time, please review Licenses.

Set invoice-level options

1. Enter or select the desired values.
2. Click Submit to save the options.

Set line-level options

1. Click the Line Data button if necessary. This button does not appear if you are already in line configuration mode.
2. Select the desired line by choosing a number from the Line menu. If you need to see details about a line, you can toggle back and forth by clicking the Line Items and Line Data buttons.
3. Enter or select the desired values.
4. Click Submit to save the options.

View XML data

1. Navigate to the Actions menu.
2. Select XML Input, Allocated XML Input, Filtered XML Input, or XML Output. For more information, see Viewing Workbench XML Data.

Export a scenario

You can export the selected scenario, or all scenarios associated with this company.

1. Select Properties from the Actions menu.
2. Click one of the following:
   • This Scenario to export only the selected scenario.
   • This Scenario and All Siblings to export the selected scenario and all other scenarios associated with the selected company.
3. Click Save.
4. Browse to or enter a filename to save to and click Save.

Once you save the file, you can re-import it. See the Importing Data page.

View calculation details

1. Click Submit to save your scenario.
2. Click Results in the Selected Scenario section.

Field Reference
License Number	A license number to apply for the customer in the transaction.
License Type	A license type to apply. License Types are associated with the Company which owns the Customer Group used in the transaction.