In Administration > Manage Units you can add units.

•An existing name, unit, type, country code and currency code, currency code and description can be modified.

•Only a unit that has no record in any dataset can be deleted.

 

To import a new unit, complete the appropriate fields in the #CU# Units tab in the Import Categories template.

 

Code and Name

•The unit code is user-defined and can be any combination of alpha and numeric characters, including spaces, up to 60 characters.

•Unit codes must be unique.

•The unit code and name appear in the Review & Edit and Manage Units pages.

•The unit code by default cannot be modified after it is created. You must activate the Modify Unit Code parameter to modify unit codes.

•The unit code can be modified after it is created as your corporate structure changes.

•When you edit a unit code, the change is reflected in all datasets, even datasets that are locked or archived.

•You must create a new mapping relationship for a modified unit code. When modified, unit codes may affect integration with other applications. Changing the code changes the unit mapping with other ONESOURCE products and will need to be remapped in order to restore integration for the unit.

---

Note: All relationships you've created for an original unit code in the Mapping utility in ONESOURCE are removed, including ONESOURCE Income Tax, Estimated Payments and State Apportionment. With ONESOURCE Fileroom, you will need to change the index for the unit code.

---

 

Modify Unit Codes

To modify the unit code field, you must activate the parameter called Modify Unit Code. You can find the parameter in Administration > Manage Configurations > Modify Unit Code. Selecting Yes for this parameter lets you to modify unit codes.

 

Unit Type

•Assign Foreign or Domestic for the Unit Type. You can select the drop-down list to change the unit type.

•The system uses the unit's type to determine how the data is reported in the foreign/domestic report.

 

Country Name and Currency Symbol

•Assign Country Name and Currency Symbol for each unit. These selections are optional. If these fields are left blank, undetermined will appear for those fields.

•The system is populated with ISO Country Codes and ISO Currency Codes.  You can modify or add to these codes.

 

Default Codes:

Country Code Name - U (Undetermined)

Currency Code - UND (Undefined)

•The currency designation of a unit allows the unit to be combined with other units in local currency reporting.

 

Description

•Type a Description for each unit, if needed.

 

Administration - Manage Units - Code