Predistribution Criteria Groups

Navigate: ClosedTax > Distribution > Setup > Predistribution Criteria Groups

Description

Use this task to create new and manage existing distribution criteria groups and criteria details for predistribution.

Adding Predistribution Criteria

  1. On the Manage Predistribution Criteria screen, click Add in the Predistribution Criteria Groups panel.

  2. Enter a Description for the new predistribution criteria group.

  3. Optionally select the Entitled charge checkbox to include those in the predistribution along with any other criteria defined for the group.

  4. Click Save.  Once created, you can then maintain the criteria details as for an existing group, described next.

    • Click List to return to the first view.

    • Click Cancel to cancel the add.

Managing Predistribution Criteria

  1. Optionally search for existing groups by entering all or part of the Criteria group description and clicking Apply Filter to view the list of existing groups.

    • Click Clear Filter to filter the results.

  2. Click Edit on any row to maintain and existing predistribution criteria group and advance to the next view.

    • Click Copy to copy an existing group and advance to the next view.

    • Click Delete and OK on the confirmation pop-up to delete an existing group.

  1. Optionally select the Entitled charge checkbox to include those in the predistribution along with any other criteria defined for the group.

  2. Click Add in the Criteria List panel to define criteria for the group.

  3. Select the Item Type from the Edit Criteria panel and select the Item Action.

    4. NOTE: The fields available in the Item Filter panel depend on the Item Type selected.

  4. Optionally define any Item Filter fields to narrow the selections in the Available Items panel.

  5. Select the items from the Available Items panel and click Add Selected Item(s) --> to move the items to the Attached Items panel.

    • Click <-- Remove Selected Item(s) in the Attached Items panel to move the items to the Available Items panel

  6. Click Update in the Edit Criteria panel to update the criteria and apply it to the group.

    • Click List to return to the first view.

    • Click Cancel to cancel the add.

    • Click Close to end the task.

Dependencies, Prerequisites, and Setup

  • Once you have defined a criteria group and criteria group details, the group is available from the Predistribution task for selection when creating predistributions.