How to create transaction fields and Sovos custom elements in the NetSuite Legacy Tax Adapter for GTD

You can use Sovos custom elements to map your fields in NetSuite to preset Sovos fields. This allows you to send more data to GTD for each transaction.

You can create custom elements for the following Sovos fields:

• Customer Code
• Good/Service Code
• Line Custom Attribute 1
• Line Custom Attribute 2
• Line Custom Attribute 3
• Line Custom Attribute 4
• Line Custom Attribute 5
• Transaction Custom Attribute 1
• Transaction Custom Attribute 2
• Transaction Custom Attribute 3
• Transaction Custom Attribute 4
• Transaction Custom Attribute 5

You can only have one Sovos custom element for each Sovos field.

If you create a custom element for the Good/Service Code field, the NetSuite field you map to Good/Service Code will take first priority in GTD. If the NetSuite field is blank, GTD will use the Sovos Product Tax Code. If the Sovos Product Tax Code field is blank, GTD will use the item name.

In order to create a Sovos custom element, you'll need either a transaction line field or a transaction body field.

• Transaction line fields are used to gather more information about line items in a transaction.
• Transaction body fields are used to gather more information about a transaction.

Creating a transaction field

1. For a transaction line field, go to Customization > Lists, Records, & Fields > Transaction Line Fields. For a transaction body field, go to Customization > Lists, Records, & Fields > Transaction Body Fields.
   
   
   
   
2. Click New.
   
   
   
   
3. Fill in the following information:
   • Label: Enter a name for the field. This is what the field will be called on the form, so the name should tell you what the field is for.
   • ID: Enter a unique string or number to identify the field.
     • If you're creating a transaction line field, the string custcol will automatically be added to the beginning of the ID.
     • If you're creating a transaction body field, the string custbody will automatically be added to the beginning of the ID.
   • Type: Select the type of field you want to create from the dropdown menu. This determines what kind of information will be collected.
   
   
   
   
4. In the Applies To tab, select all the transaction items that you want this field to apply to.
   
   
   
   
5. Click Save.

Creating a Sovos custom element

Once you've created a transaction line field or a transaction body field, you can create a Sovos custom element.

1. In NetSuite, enter Sovos Legacy Cust Elements in the search bar, then click on the page in the search results.
   
   
   
   
2. Click New Sovos Legacy Cust Elements.
   
   
   
   
3. Enter the following information:
   • Name: Enter a name for the custom element.
   • NetSuite Field ID: Enter the ID of the transaction line field or transaction body field.
   • Sovos Custom Element: Select the Sovos field you want to create a custom element for from the dropdown menu.
   
   
   
   
4. Click Save.