Create a Tax Selector

Create a tax selector to group tax selection profiles.

Before you begin

If not already created, create the tax selection profiles that this tax selector is intended to select.

About this task

When you first create a tax selector, you essentially create the first revision (revision 0) of it. You do not need to create another revision before you start working on it. The first revision can be used in pricing (can be deployed to the pricing database).

Procedure

  1. In Tax Selectors, click the Tax Selectors tab, and click New Tax Selector.
  2. In Create New Tax Selector:
    1. In Name, enter a unique name.
    2. (Optional) In Description, enter descriptive information about the item.
    3. (Optional) In External ID, enter any alphanumeric character to serve as a unique ID on this pricing object. The external ID can be used for any reason that is meaningful to your implementation of MATRIXX Engine. External IDs are saved to the pricing configuration file and loaded into the Pricing database.
    4. Click Create.
  3. In Start Date/Time, use the date picker to select the date on which the object becomes active in the Pricing database and is first available for use, or enter the date in the format YYYY-MM-DD. Optionally, enter a time for when the object becomes active. The default start date/time is 2000–01–01 00:00:00. If applicable, the range in which the start date/time must fall is listed. For example:
    • Select a date on or before 2021–12–01.
    • Select a date on or after 2020–01–27.
    • Select a date between 2000–01–02 and 2021–10–04.
    Note: If you are creating a new revision of this object, the start date/time must be after the start date/time of the preceding revision and before the start date/time of the next revision. If you are making a copy of this object, the start date/time is not copied. The new object is the first revision, so it has the default start date/time of 2000–01–01 00:00:00.
  4. Click Save.
  5. Tax selectors define the criteria for choosing a tax selection profile as a set of normalized values. In the Tax Selector Tables pane, you create a table to specify each criteria and the tax selection profile to use for that criteria. You can create multiple tables if needed. For each table, do the following:
    1. Click New Tax Selector Table.
    2. In Name, enter a unique name.
    3. (Optional) In Description, enter descriptive information about the item.
    4. (Optional) In External ID, enter any alphanumeric character to serve as a unique ID on this pricing object. The external ID can be used for any reason that is meaningful to your implementation of MATRIXX Engine. External IDs are saved to the pricing configuration file and loaded into the Pricing database.
    5. Click Create.
  6. In Default Result, select the default result to be used for any rows in the table that are not specified.
  7. Click Save.
  8. In the Decision Table pane, select an existing decision table or create a decision table to be used in the tax selector table.
    The criteria is specified as normalizers in the decision table. Each row of normalized values determines a result: a tax selection profile or a SKIP value. When applying a tax selector, if every matrix results in a SKIP, then an error is generated at rating time. If no taxes are to be applied, a tax selection profile with no taxes must be explicitly selected with the tax selector.
    Note: After a decision table is applied to the tax selector table, a hyperlink displaying its ID and name appears in the Decision Table pane. To change the applied decision table, you can click the hyperlink to open Edit Decision Table, make and save changes, and then click Cancel to return to the tax selector table.
  9. For each row of the decision table, click in the Tax Selection Profile column cell, and select the tax selection profile to be assigned for that row. Specify SKIP if no tax selection profile is used for that row. The last tax selector table in the Tax Selector Table list cannot have a SKIP value.
    The normalized values in each row in the decision table determines a result. The result, in turn, determines the tax selection profile to use.
    Tip: You can sort rows in the table by clicking on the column header to toggle the sorting. You can also reorder columns in the table by dragging any normalizer column to a new location.

What to do next

Tax selectors are revisioned pricing items. After you create the first revision, you can make corrections to it or make revisions of it. To create a new revision, click New Revision. You typically create a new revision when you want the changes to take effect on or after a certain date. Any changes (corrections) you make to the current revision take effect as soon as the pricing plan that contains the revision is deployed to the pricing database. For more information, see the discussion about pricing corrections and revisions.