Workbench Qualifiers

Menu > Workbench > Qualifiers

The <END_USE> input XML tag at the Invoice and Line Levels can be configured to drive the taxability of the associated product using rule qualifiers. Use this page to enter any End Use values needed to complete this scenario at the Invoice or Line levels.

For more information, see Rule Qualifiers.

Field Reference

End Use

Specify one or more product end uses which will be evaluated during rule selection through the use of rule qualifiers.

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. Click the down arrow to open 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. Then click Results in the Selected Scenario section.