Performing general implementation tasks

After you initialize your system with settings, hierarchies, parameters, data, users, and user groups, there are a few other implementation tasks that may be required.

In this section, you can find information on the following topics:

• Locking beginning of year values
• Creating a custom timeframe for tax account rollforward data transfer
• Deploying custom instructions for input apps
• Creating a custom action within analyze functionality

Locking beginning of year values

After you load data into the system during implementation, you should lock down the beginning of year values so that they are no longer writeable.

To lock beginning of year values:

1. In Longview Component Manager, click Longview Application Administrator.
2. In the contents window, double-click Symbols.
3. Double-click ELEMENTS.
4. Click the search icon, and search for the GrsBOY_ASC or GrsBOY_IAS symbol depending on your tax process.
5. In the Search Results pane, select the GrsBOY symbol instance with a root of TAXASCELEW or TAXIASELEW depending on your system. The symbol is selected in the contents window.
6. Right-click the GrsBOY_ASC or GrsBOY_IAS symbol, and select Remove From Parent on the pop-up menu. The beginning of year values are now read-only.

Creating a custom timeframe for tax account rollforward data transfer

Tax Provision contains preconfigured tax account rollforward data transfer timeframes that you can use for your system. These timeframes have default mappings. You can also create a custom timeframe symbol and configure it with custom mappings.

Creating a new TARF timeframe

Tax Provision contains preconfigured tax account rollforward timeframes; however, you may also create your own if required.

To create a custom TARF timeframe:

1. In Longview Component Manager, click Longview Application Administrator.
2. In the contents window, double-click Symbols.
3. Double-click DETAILS.
4. Right-click the TARFTypes hierarchy and select New Symbol. The New Symbol dialog opens.
5. Specify a Name and Description for the new timeframe symbol.
6. When you are finished, click OK. The new timeframe is added to the TARFTypes parent.

Creating mappings for a custom TARF timeframe

You can use the Tax Account Rollforward Data Transfer editor to map the provision values for the account/element combination in the Tax Account Rollforward. Tax Provision allows for various types of mappings to copy the data into the tax account rollforward. The mappings and settings can be used globally or by a specific entity. For information on specifying a timeframe for an entity, see “Updating entities to use a custom TARF timeframe”.

Follow the steps for “Configuring Tax Account Rollforward Data Transfer” in the Longview Tax Administrator’s Guide, being sure to select your new custom timeframe.

Updating entities to use a custom TARF timeframe

You can use the Entities editor to specify that an entity should use a custom TARF timeframe.

Follow the steps for the pertinent section on creating entities or the “Updating Entities” section in the Longview Tax Administrator’s Guide. Your new timeframe appears in the list for TARF Actual Transfer Timeframe and TARF Interim Transfer Timeframe. Select your new timeframe as necessary.

Deploying custom instructions for input apps

Longview Tax Provision input apps contain preconfigured instructions, located on the Instructions tab at the right-hand side of each input app.

If you want to provide information specific to your company, you can create custom instructions that display instead of the preconfigured instructions.

Custom instructions must be:

• in .html format with the same filename as the appropriate input app.
• stored in a folder called Instructions in the applications folder of your Longview Tax Provision Data Server.

Creating custom instructions

You can write your own customized instructions for Tax Provision input apps. You might want to, for example, provide information specific to your company’s policies for inputting data.

To create a custom instructions file:

1. Using your preferred text editor, create a file called <appropriate input app name>.html and save the file.

   For example, to create custom instructions for input app NA0101 - Return to Provision.lvapp, use “NA0101 - Return to Provision.html” as the .html filename.

2. In the .html file you created in step 1, write HTML code with the instructions you want to display to users.

   The following is an example of the HTML code you could write for a custom instructions file:

   Example

   <html>   <head>   <meta http-equiv="content-type" content="text/html; charset=windows-1250">   <title></title>   <style type="text/css"> body {color:#333333; font-family: Tahoma, Geneva, sans-serif; font-size: 11px; margin-top: 10px; background-color:#F5F5F5;} ul {margin-left: 15px;}   </style>   </head>   <body> <ul>   <li>Enter items in local currency</li>   <li>Do not enter decimals</li>   <li>To see calculation results after submitting, click Refresh</li>   <li>To provide comments for significant items, right-click a cell and    select Comments</li> </ul>   </body> </html>

The following is the way the example appears in the Instructions tab of an input app:

Positioning custom instructions files

Before users can view the custom instructions you have created, you must position the .html file appropriately.

To position a custom instructions file:

1. Navigate to the applications folder of your server machine Data Server working directory. For example, C:\Longview\<LID>\DataServers\<LID>\applications.
2. In the applications folder, create a new folder called “Instructions”.
3. Copy the .html file you created in “Creating custom instructions” into the Instructions folder you created in step 2.

Verifying custom instructions

Once you have created and positioned your custom .html instructions file, Longview recommends you verify that your custom instructions open and display as expected in the appropriate input app.

To verify a set of custom instructions:

1. In the Tax Provision navigation pane, click Data Collection.
2. Expand the appropriate folder containing the input app for which you want to view custom instructions.
3. Click the appropriate input app. The input app opens in the workspace.
4. Click Instructions. The Instructions tab expands into the workspace.
5. Review your custom instructions.
6. If your custom instructions do not display as expected, proceed to “Troubleshooting custom instructions”.

Troubleshooting custom instructions

If the custom HTML instructions you created do not display as expected, confirm the following:

• The .html file must be in the Instructions folder in the applications folder of your server machine working directory.

  For example, C:\Longview\<LID>\DataServers\<LID>\applications\Instructions.

• The filename of the .html file must match the name of the input app exactly.

  For example, to provide instructions for input app NA0101 - Return to Provision.lvapp, you must use “NA0101 - Return to Provision.html” as the .html filename.

  Note: Spaces and dashes in the .lvapp name apply.

• All tags in your .html file must have both open and close tags.

  For example, if you have included the <li> tag (for list items), you must include the corresponding </li> tag.

  For more information on HTML, see the following web page: http://en.wikipedia.org/wiki/HTML

Creating a custom action within analyze functionality

Tax Provision contains preconfigured analyze functionality to provide clarification of the source data to automated values. If system requires additional clarification beyond what is provided by the analyze app an additional right click action can be configured. This will allow access to a process configured during system implementation.

Before configuring the action, the app triggered by the action should already be configured for immediate use. By default, no text or image has been provided, while an image is optional the text label and the process name must be provided for the action to become active.

To link a configured process to the analyze app:

1. In Longview Component Manager, click Longview Application Administrator.
2. In the contents window, double-click Attributes.
3. Double-click SYSTEM.
4. Right-click the ASTaxAnalyzeActionLabel attribute and select Set Value. The Attribute Values dialog opens.
5. Specify the text to be displayed when using the right click action within the analyze app.
6. When you are finished, click OK.
7. Right-click the ASTaxAnalyzeActionProcess attribute and select Set Value. The Attribute Values dialog opens.
8. Specify the app to run when using the right click action within the analyze app. Eg "Drill Back" for an app named "Drill Back.lvapp"
9. When you are finished, click OK.
10. If an icon is to be displayed as part of the right click action continue.
11. Right-click the ASTaxAnalyzeActionIcon attribute and select Set Value. The Attribute Values dialog opens.
12. Specify the path to the image to display as the toolbar or context menu icon.
13. When you are finished, click OK.