How Are Form Controls Created?

The product expects that the form control is created via a web service. The expectation is that analysis is performed using an appropriate reporting or analysis tool and that the tax form IDs are selected in that tool. The reporting / analysis tool can then create a file and an appropriate mechanism like Oracle Service Bus transforms the file and interfaces the information via a web service call. The web service is used to create the new form control and link the selected tax forms.

The product supports automatic creation of form controls for batch-uploaded tax forms. A special batch process can be run after the forms upload and tax form validation processes. This batch process will pick up any ‘ready for posting’ tax forms and create a form control for each distinct form batch header. The form batch header’s included tax forms are then linked to the form control.

The product does not provide any logic for manually defining which tax forms to include in the form control.

The form control type includes configuration to indicate whether the list of IDs provided in a new form control represent internal tax form IDs or rather external references (document locator number or DLN).

The form control record is created in the Pending status. The base product attaches a deferred monitor to the pending state so that the validation of the IDs occurs in batch allowing for large volumes. Depending on an implementation's business practice, this deferred monitor may be one to run often during the day.

Once the record is validated, it is routed for approval. Refer to Form Control Review / Approval for more information.