5.3.4.4 Navigating in the Summary Screen

When you first navigate to the Transfer Pricing Rules summary screen, the rules stored within your current default Folder are presented in a summary table. The Transfer Pricing Rules summary screen has the following panes: Search and Transfer Pricing Rule.

The title bar of the summary page provides several actions for the user. They are:

  • Add: Click Add icon to build a new Transfer Pricing Rule.
  • Multiple Delete: Select one or more rules in the table and then click the (-) icon at the top right of the summary page to delete more than one rule at the same time.
  • Refresh: Click Refresh to refresh the Summary Page.
  • Help: Click the Help icon to view the Transfer Pricing Rule Help Page.

Search a Transfer Pricing Rule

On the Transfer Pricing Rules summary, enter your search criteria in the search box and click Search. The Transfer Pricing Rules meeting your search criteria are displayed.

or

An alternative method to search a Transfer Pricing Rule is using the Field Search option. The Field Search is an inline wildcard search that allows you to enter value partially or fully and the rows that match the entered string in any of its column is fetched in the Summary Table.

Transfer Pricing Rule Pane

The Transfer Pricing Rule Pane presents a table containing all Transfer Pricing Rule that meet your search criteria.

The Transfer Pricing Rule Summary page displays the following columns.

  • Name: Displays the short name of the rule.
  • Creation Date: Displays the date and time when user created the rule.
  • Created By: Displays the Name of the user who created the rule.
  • Access Type: Displays the access type of the rule - Read/Write or Read Only property of a Static Table Driver rule. Only the creator of a rule may change its Access Type.
  • Folder: Displays the folder name where the rule is stored.
  • Action: Displays the following actions that can be performed on the rule.
    • View: Click View in the Action column and select View to view the contents of a Transfer Pricing Rule in read/write format.
    • Edit: Click Edit in the Action column and select Edit to edit the contents of a Transfer Pricing Rule in read/write format.
    • Delete: Click Delete in the Action column and select Delete to delete an existing Transfer Pricing Rule.

You may select or deselect all the Transfer Pricing Rule rules in the summary table by clicking the check-box in the upper left-hand corner of the summary table directly to the left of the Name column header.