Defining RTA Automation Rules

The RTA Automation screen enables you to easily enter the source Scenario member and ReportingStandard members for copying RTA balances. The screen displays all destination Scenario / ReportingStandard members as row headers. You select the Source Scenario and ReportingStandard members using the drop-down lists.

  To define RTA Automation rules:

  1. From the Tax Provision menu, select Settings, and then select RTA Automation, or select it from the Application Tasks list.

  2. To add a rule, from the toolbar, click Add Rule, or select Actions, and then Add Rule.

    The system inserts a new row in which you can define the rule.

  3. From the drop-down lists, select the Target Scenario and Reporting Standard, and the Source Scenario and Reporting Standard.

These operations are allowed on each row:

  • To delete a rule:

    Select a rule, then from the toolbar, click Delete Rule, or select Actions, and then Delete Rule.

  • To copy a rule:

    Select a rule, then from the toolbar, click Copy Rule, or select Actions, and then Copy Rule. The system copies the rule from the prior year to the current year.

  • To export the configuration to an Excel worksheet:

    click Export to Excel, or select Actions, and then Export to Excel, and then save the file. Rules are automatically sorted by the Scenario and Reporting Standard.

    To submit the changes to the database, from the toolbar, click Submit, or select Actions, and then Submit.

  • To refresh/reset the changes, from the toolbar, click Refresh, or select Actions, and then Submit.