Create a Transfer Rule
This example demonstrates how to set up a transfer rule for the company Business Computer. This company sells a special computer for the Chinese market.
The transfer rule must take into account the details of the Receivables invoices that are used for these special computers.
This table summarizes key decisions for this scenario.
|
Decisions to Consider |
In This Example |
|---|---|
|
Are these sales to companies only? |
Yes |
|
Are transactions likely to be in more than one currency? |
Yes, because sales can originate from any office |
|
Do these invoices use sales lists? |
Yes, because each computer is individually configured |
|
Does this apply to all computer sales? |
No, these invoices are created apart from other computer sales |
To create a transfer rule:
-
Enter header information.
-
Select transaction types.
-
Select transaction flexfields.
Entering Header Information
-
Navigate to the Golden Tax Transfer Rule for China header section.
-
Complete the fields as shown in this table:
Field
Value
Transfer Rule Set
Trans_Set_01
Name
Computers_GTA
VAT Invoice Type
Special VAT Invoice
Receivables Transaction Currency
All
Sales list enabled
Yes
Selecting Transaction Types
-
Navigate to the Golden Tax Transfer Rule for China Transaction Types section.
You include only one transaction type in this transfer rule.
-
Complete the fields as shown in this table:
Field
Value
Transfer Rule Condition
Include
Transaction Type
CN_Invoice
Selecting Transaction Flexfields
-
Navigate to the Golden Tax Transfer Rule for China Transaction Flexfields section.
You include two descriptive flexfield values to track both desktop and laptop sales.
-
Complete the fields as shown in this table for the first flexfield value:
Field
Value
Transfer Rule Condition
Include
Descriptive Flexfield Context
Golden Tax Adaptor
Attribute
Chinese Computers
Value
Desktop
-
Complete the fields as shown in this table for the second flexfield value:
Field
Value
Transfer Rule Condition
Include
Descriptive Flexfield Context
Golden Tax Adaptor
Attribute
Chinese Computers
Value
Desktop