Periodic Obligation Creation

Once the initial obligations have been created for a tax role, the system assumes that a batch process is used to create obligations on a periodic bases. Configuration controls how / when this occurs:

Regardless of which batch mechanism is used, the system executes the same obligation creation logic that is invoked when the tax role is added, bringing the tax role up to date with the business date.

The system also supplies a base monitor algorithm which transitions the tax role to the Expired state when the tax role end date is passed. For monitored tax roles, once the tax role end date is reached and the tax role is expired, no further obligations are created.