Portal 2.0: How to Create a Rule

How to Create a Rule

You may have ules configured in CereTax that are driven off of a List.  A Rule List allows you to create one rule that includes many values.  For example, Rule Lists are often used for configuring Nexus in CereTax.

Please note: The Rule that is configured to use the updated List will still be driven off of the Start and End Effective Dates of the configured Rule. If you do not want your List modifications to use the existing Start and End Effective Dates, then a new Rule (and possibly Rule List) will need to be created.

When an update needs to be made to an existing Rule List, follow the steps below:

1.     Navigate to Rules > Manage Rules

2.     Select Actions > … button > Edit button

3.     Select the Edit icon (pencil and paper) next to the desired list

• Edit values in the new windows and click update

4.     To add a new row

• Click the Add Criteria/Add actions button next to the desired list
• Enter a value in the new row

5.     To delete an existing row

• Click the Trashcan Icon next to the row that needs to be deleted

6.     Once all updates are made, click update rule

7.     Once returned to the main Rules screen, click Actions > Sync Rules to fully save

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For new rules

1.     Navigate to Rules > Manage Rules

2.     Select Set-up new rule button

3.     Enter required information

• Rule name
• Effective date
• Rule type
• Status

4.     To add a new row

• Click the Add Criteria/Add actions button next to the desired list
• Enter a value in the new row

5.     Click create rule

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