How do I update the due date for a Firm Specific Deliverable in CCH Axcess™ Workflow?
- Article Type:
- Documentation
- Last Modified:
- 04/10/2024
Objectives
Learn how to modify the Firm Specific Deliverable profile such as the Deliverable Name, Form Number and Due Dates.
Environment
- CCH Axcess Workflow
- Firm Due Date Manager
Details
Due Date Manager - Manage Profile
This document explains the Firm Due Date Manager (Manage Profile) feature available in CCH Axcess Workflow under the Create Deliverables utility.
To open the Firm Specific Deliverables page, go to the Utilities menu> Setup Utilities, and select Create Deliverables.
Manage Profile
Warning!
- Changes made using this utility will impact All Active Tasks and Tasks in the Status of No Info In. This will NOT apply to Tasks in the status of Completed or No Longer Client.
- If a task is in process and an extension is created, the due date changes made using the utility will not apply to the task, the deliverable needs to be deleted and re-added.
The Manage Profile utility enables the administrator to modify the Firm Specific Deliverable profile, such as the Deliverable Name, Form Number and Due Dates and apply the changes to Tasks that have the deliverable added to it already based on a specific beginning period end date.
You can apply the changes to:
- Tasks created after a specific period end date.
- All current active Tasks and Tasks in the No Info In Status which have the specific period end and beyond.
Note: To create or modify a Firm Specific Deliverable, you must have the Create Deliverables user right. Changes cannot be applied to a completed Task or a Task in the NLC Status using the Manage Profile utility.
The column Before/After PED displays values as described in the table that follows.
| Value | Displayed when |
| Before | Option #1 was selected in Manage Profile and the Due Date for the Deliverable was set before the Period End Date. |
| After | Option #1 was selected in Manage Profile and the Due Date for the Deliverable was set after the Period End Date. |
Step 1: To edit the Firm Specific Deliverable for New Tasks
- In the Firm Specific Deliverable page, select the Task Type and click Search to display the Task Deliverables you want to edit.
- Select the check the box beside the relevant Type of Task and Deliverable Name and then click Manage Profile. This opens the Firm DueDate Manager-Manage Profile page.
- In the Firm DueDate Manager-Manage Profile page, make changes to the Deliverable, Form Name, and relevant Due Dates as required.
- Click within the Enter PED from Date text box to choose a PED from date from the calendar window. This should be the period end date for which you want the change(s) to begin being applied to new or existing tasks.
- Click Apply & Preview to update the Firm Specific Deliverable for all Tasks created with a Period End Date (PED) on or after PED from Date.
The following warning is generated. Click Yes to view the changes.
- Change will apply to New Tasks with the PED of '06/30/2020' and after. Do you want to Proceed?
Step 2: To apply the changes made to the Firm Specific Deliverable
Review the changes that will be applied to the Firm Specific Deliverable of a Task and click Save.
Step 3: To edit the Firm Specific Deliverable for Active Tasks
To apply changes to active tasks that have been created with the period end date and forward applied in Step 1, the date in the PeriodEnd Date from and PeriodEnd Date To has been pre-populated to 3 years period. You can modify the pre-populated date.
Additional Information
N/A
| Solution Id | 000218387/How-do-I-update-the-due-date-for-a-Firm-Specific-Deliverable-in-CCH-Axcess-Workflow |
|---|---|
| Direct Link |
