Navigation:  Appendix > To Be Fields

To adjust the value of a value or volume field of an existing summary record on the State's Natural Gas Tax System, you are required to populate the amendment's field with the value by which to to adjust the summary record. For example, if the Your Value for a summary record is $1,000.00 and we want to update its value to $900.00, we are required to submit an amendment record with a Your Value of ($100.00).

 

We refer to this figure as a Delta Value. The sum of the original value and the delta value is regarded as the summary record's adjusted total value.

 

 

This method, while straightforward, creates in extra step in our thinking process. Usually, we are trying to get to a target value rather than thinking in terms of adjustment values. We have found that most human errors occur during that extra step of trying to calculate the proper adjustment value to reach a target value. It is easy to make mistakes when trying to work through hundreds of adjustments quickly and accurately. That's why Shiv Om came up with the concept of the To Be Fields.

 

To Be Fields, provided on all revenue exports from TexRev, do not exist on the State's system. They are an invention of Shiv Om. You'll notice in TexRev revenue exports that for each volume or value field, TexRev also provides a To Be Field equivalent with the same value:

 

 

Shiv Om understands that you, the accountant, already have target values for a summary record in mind when creating an adjustment record. The idea is that you can put a target value in the appropriate To Be Field and upload the adjustment record to TexRev's EDI Generator. When creating the EDI file, the EDI Generator will calculate the correct adjustment value to be used for submission to the State.

 

Let's go back to the case above where we're trying to subtract $100.00 from the record's Your Value to obtain a target Your Value of $900. Using the To Be Fields, our adjustment record would look something like this:

 

 

During generation of the EDI File, TexRev will do a quick calculation and create the required adjustment record with the correct delta Your Value of ($100).

 

As an added benefit, when someone checks back on our upload spreadsheet at a later date, they'll know that before the edit, the amount of the Your Value was $1,000.00, and we were trying to amend it to $900.00.

 

Of course, TexRev's EDI Generator does not require you to use the To Be Fields. You may still use the adjustment method. We just find the To Be Fields method less prone to mistakes with our consultants.

 

If you have any questions about how to use To Be Fields, please let us know.