Working with NOL Automation Columns
Table 28-1 NOL Automation Columns
| Column | Parameter | Description |
|---|---|---|
| Accounts | Values |
NOL Automation lists all the descendants of for TaxLossesCFSTotal Losses and descendants of for Tax Credits NOL Automation Regional lists all the descendants of for TaxLossesCFSTotal Losses and descendants of for Tax Credits. |
| Default | Same as above | |
| Comment | Same as above | |
| Rule Name | Values | The next available sibling of NOL Rule1 |
| Default | NOL Rule 1 | |
| Comment | New Rules should be added as descendants | |
| Logic - Defer | Values | Check to Defer a loss |
| Default | Unchecked | |
| Comment |
When checked, makes Deferral Limit Percent editable When unchecked, a warning message is displayed which will either clear the values from Deferral Limit Percent or retain as it is This is read-only for Credits accounts. |
|
| Logic - Utilize | Values | Checkbox to Utilize a loss |
| Default | Unchecked | |
| Comment |
When checked, makes Utilization Limit Percent editable. When unchecked, a warning message is displayed which will either clear the values from Utilization Limit Percent or retain as it is. |
|
| Logic - Expire | Values | Checkbox to Expire a loss |
| Default | Unchecked | |
| Comment | ||
| Entities - Include | Values | All Entities |
| Default | None | |
| Comment | Used to include an Entity(s), on click display the Member selector showing all the descendants of Entity dimension. | |
| Entities Exclude | Values | All Entities |
| Default | None | |
| Comment | Used to exclude an Entity(s), on click display the Member selector showing all the descendants of Entity dimension. | |
| Jurisdictions - Include | Values | All Jurisdictions |
| Default | None | |
| Comment | Used to include an Jurisidiction(s), on click display the Member selector showing all the descendants of Jurisdiction dimension. | |
| Jurisdictions - Exclude | Values | All Jurisdictions |
| Default | None | |
| Comment | Used to include an Jurisidiction(s), on click display the Member selector showing all the descendants of Jurisdiction dimension. | |
| Deferral Limit Percent | Values | User entered |
| Default | 100% | |
| Comment | Is accessible only if "Defer" checkbox is checked | |
| Utilization Limit - Taxable Income/ Tax - Percent | Values | User entered |
| Default | 100% | |
| Comment | Is accessible only if "Utilization" checkbox is checked | |
| Utilization Limit - Taxable Income/ Tax - Amount | Values | User entered |
| Default | None | |
| Comment | Is accessible only if "Utilization" checkbox is checked | |
| Utilization Limit - C/F - Amount - Percent | Values | User entered |
| Default | 100% | |
| Comment | Is accessible only if "Utilization" checkbox is checked | |
| Utilization Limit - C/F - Amount - Amount | Values | User entered |
| Default | None | |
| Comment | Is accessible only if "Utilization" checkbox is checked | |
| Utilization Priority | Values | User entered |
| Default | None | |
| Comment | Sets the priority of rules, when there are multiple rules configured for an account | |
| Disable Rule | Values | Checkbox |
| Default | Unchecked | |
| Comment | When checked, disables the rule |