Set Up Golden Tax Transfer Rules for China

You can set up transfer rules to define the filter criteria for your transfer of receivables invoices to the Golden Tax Adaptor. You can define multiple transfer rules for one business unit.

Follow these steps:

1. Click Navigator, Setup and Maintenance, Manage Golden Tax Transfer Rules for China:
2. Enter a rule name.
3. Enter a description.
4. Select the VAT invoice type. You can define a transfer rule for all invoice types or a specific invoice type.
5. Define Receivables Transaction Currency. You can opt to transfer invoices that are created in a specific currency or in all currencies. For example, if you are working with a foreign currency and you set this to Non-Golden Tax Currencies, then only foreign currency invoices using this rule are transferred
6. Select the Sales List Enabled check box to create sales list VAT invoices. If you select this check box, then you are not required to split the receivables transaction according to the maximum lines limit.
7. Exclude or include specific receivables transaction types. If you include a specific transaction type, then only the receivables transactions with that transaction type are transferred to the Golden Tax Adaptor. If you exclude a specific transaction type, then all receivables transactions except those that belong to this transaction type are transferred.
8. Exclude or include specific transaction Descriptive Flexfield. Set transfer rules to use the Receivables Transaction Information Flexfield attributes. Similarly, you can exclude or include specific flexfield contexts and attributes.