18 Tax Selectors

A tax selector consists of rules that associate account, service, profile, and event attributes with tax codes.

For information on using tax selectors, see:

• Creating a Tax Selector

• Create Tax Selector Page Reference

For overview information, see "About Selectors" in PDC Creating Product Offerings.

Creating a Tax Selector

To create a tax selector:

1. In the Pricing section of the navigation pane, under Models & Selectors, click Create Tax Selector.

2. Specify general information for the tax selector. See "Specifying Tax Selector General Information".

3. Select the attributes to use in the tax selector rules. See "Selecting Attributes for Tax Selector Rules".

4. Create rules for the tax selector. See "Creating Tax Selector Rules".

Related Topics

Create Tax Selector Page Reference

Specifying Tax Selector General Information

To specify general information for a tax selector:

1. In the Pricing section of the navigation pane, under Models and Selectors, click Create Tax Selector.

   The Create Tax Selector page appears.

2. In the General Information section, enter a unique name and a description for the tax selector.

3. From the Service list, select a service to associate with the tax selector.

4. From the Event list, select an event to associate with the tax selector.

5. From the Rating Profiles list, select one or more rating profiles to associate with the tax selector.

6. From the Pricing Profile list, select a pricing profile to associate with the tax selector.

7. Click Next.

   The Rule Attributes tab appears.

Related Topics

General Information Section

Selecting Attributes for Tax Selector Rules

To create rules for a tax selector, you must first specify the customer, service, event, and profile attributes to use in the rules.

To specify attributes for tax selector rules:

1. Go to the Rule Attributes tab of the Create Tax Selector page.

2. In the Select Fields for Rules section, click the Add icon in the table toolbar.

   The Add Field dialog box appears.

3. Select at least one field to use in the rules.

   To select multiple fields at the same time, press and hold the CTRL key during selection.

   Note:

   The selected fields are included in every rule defined for the tax selector, but in each rule, you can override a field's default value.

4. Click OK.

   The selected fields are added to the table, with one field per row.

5. Click the Value Type cell, and select a value type from the list.

   The Operator cell is automatically set to Equals (for a value type of Single Value) or Contained in (for a value type of List of Values).

6. In the Default cell, do one of the following:

   • If you selected Single Value, click the cell and enter a value.

   • If you selected List of Values, click the cell and do the following:

     1. In the Enter Value dialog box, click the List of Values cell and enter a value.

     2. For each additional value, click the Add icon and enter a value in the new cell.

     3. Click OK.

        The values, separated by semicolons, are added to the cell.

7. Click Next.

   The Rules tab appears.

Related Topics

Rule Attributes Section

Creating Tax Selector Rules

Tax selectors use rules to determine which tax code to apply to an event.

The selector evaluates rules in the order they appear in the table. You can change the order by moving a row up or down, or by entering a different priority number.

To create a tax selector rule:

1. Go to the Rules tab of the Create Tax Selector page.

2. (Optional) From the Effective Period list, click Manage to add or change the effective period.

   The effective period indicates when the rules are valid. The default effective period starts immediately and never ends.

3. If the selector contains multiple effective periods, select one.

4. In the table, click the Add icon in the table toolbar.

   A row is added to the table.

   Tip:

   You can also add a row by clicking the Actions menu and then selecting Insert Rule Above or Insert Rule Below.

5. Click the Priority cell, and enter the priority number.

6. Click the Rule Name cell, and enter a unique name for the rule.

7. Click the cell for each attribute, and enter a value.

8. In the Tax Code cell, select a tax code.

9. Click Finish.

You can edit or validate the tax selector.

Related Topics

Rules Section

Manage Effective Periods Dialog Box

Create Tax Selector Page Reference

Use the Create Tax Selector page to create rules that associate subscriber, service, profile, and event attributes with tax codes.

For a description of the fields, see the following:

• General Information Section

• Rule Attributes Section

• Rules Section

General Information Section

Use the General Information section to provide a name and description for the tax selector and to associate it with a service, event type, rating profile, and pricing profile.

Field	Description
Name, Description	Enter a unique name and a description. The name must be unique across tax selectors.
Service	Select the service type to which the tax selector applies.
Event	Select the event type to which the tax selector applies.
Rating Profiles	Select the rating profile for the tax selector.
Pricing Profile	Select the pricing profile for the tax selector.

Related Tasks

Creating a Tax Selector

Specifying Tax Selector General Information

Rule Attributes Section

Use the Rule Attributes section to select the subscriber, service, profile, and event attribute fields to use in the tax selector rules.

Select Fields for Rules Table

The table lists the attribute fields to include in the rules. In the table, you can add or delete fields, add or remove columns, or reorder the columns. See "Working with Tables" for more information.

Click the Add icon to add fields using the Select Field dialog box. See "Select Field Dialog Box".

Column Name	Description
Field	Displays the name of the customer, service, event, or profile attribute field you specified in the "Select Field Dialog Box".
Value Type	Select one of the following: Single Value: Specifies that the field contains only one valid value. List of Values: Specifies that the field can contain one of multiple values.
Operator	Displays the operator type, which is dependent on the Value Type entry. Equals: Displayed for the Single Value type. Contained in List: Displayed for the List of Values type.
Default	Specify a default value for the field. If the operator is Equals, enter a value. If the operator is Contained in List, clicking on the cell opens the Select Field dialog box. In the Select Field dialog box, enter a value in each row. Note: The default value of asterisk (*) specifies the field can contain any value.

Select Field Dialog Box

Use the Select Field dialog box to specify the attribute fields to evaluate. The dialog box includes one or more of the following categories: Customer, Service, Event, and Profile.

Expand a category to view the attribute fields you can add to a rule. Select a field name to add it your rule. To select multiple fields at the same time, press and hold the CTRL key during selection.

Related Tasks

Selecting Attributes for Charge Selector Rules

Rules Section

Use the Rules section to define tax selector rules.

Click the Add icon in the table to add rules.

The table in this section lists the rules in the order that they are evaluated. The tax selector returns the tax code of the first rule that matches the values in the event.

You can select a rule and move it up or down if you wish to reorder the rules.

Column	Description
Effective Period	(Optional) Set the start and end dates to specify the period when the rules in the selector are valid. The default effective period starts immediately and never ends. From the Effective Period list, click Manage to add or change an effective period. See "Manage Effective Periods Dialog Box".
Priority	Enter the rule's priority. This table displays rules in numerical order, starting with priority 1. The rules are evaluated in order of priority. When a rule includes multiple attributes (fields), BRM processes the attributes from left to right. Reorder a rule in either of the following ways: Click the Move Rule Up or Move Rule Down icon. Change the rule's priority number. PDC moves the rule to its new place. The priority numbers of all rules affected by the move are changed.
Rule Name	Enter a unique name for the rule.
Field Name	Enter a value. To apply the rule to an event, the subscriber, service, profile, or event value must match the corresponding value. Note: An asterisk (*) matches all values in the corresponding field.
Tax Code	Select the name of the tax code to associate with the rule.

Related Tasks

Creating Tax Selector Rules

Manage Effective Periods Dialog Box

Use the Manage Effective Periods dialog box to add or change effective periods.

• To add a new effective period, click the Add icon. In the Add New Effective Period dialog box, enter a start date or click the date selector to select a date.

• To change the effective period that starts immediately, deselect Immediately and enter a new start date or click the date selector to select a date.

Related Tasks

Creating Tax Selector Rules