How to create transaction fields and Sovos custom elements in NetSuite SuiteTax

You can create a transaction field in NetSuite if you need to pass data on to Global Tax Determination (GTD) that’s not supported in the standard field mappings. You can manage these mappings on the Sovos Customization Elements page, where you can pick a field that already exists. If it doesn't meet the requirements of the "free-form text", you can create a new transaction field.

If you want to use custom mappings in the adapter, you’ll need the Internal ID of the field that you want to use.

The following custom mappings can be created:

  • Sovos Goods/Service Code
  • Sovos Customer Vendor Code
  • Sovos Invoice Number
  • Sovos Discount Type
  • Custom Header Attribute 1
  • Custom Header Attribute 2
  • Custom Header Attribute 3
  • Custom Header Attribute 4
  • Custom Header Attribute 5
  • Custom Line Attribute 1
  • Custom Line Attribute 2
  • Custom Line Attribute 3
  • Custom Line Attribute 4
  • Custom Line Attribute 5


Creating a transaction field

Header-level fields

  1. Go to Customization > Lists, Records, & Fields > Transaction Body Fields > New.
  2. Fill in the following fields:
    • Label: This is the name that will appear on the form.
    • ID: Enter a unique number, string, or combination of the two.
    • Type: Choose Free-Form Text from the dropdown.
  3.  In the Applies To tab, select where the field should be applied.



  4. Click Save.

Line-level fields

  1. Go to Customization > Lists, Records, & Fields > Transaction Line Fields > New.
  2. Fill in the following fields:
    • Label: This is the name that will appear on the form.
    • ID: Enter a unique number, string, or combination of the two.
    • Type: Choose Free-Form Text from the dropdown.
  3. In the Applies To tab, select where the field should be applied.
  4. Click Save.

    The NetSuite SuiteTax Adapter for GTD only supports free-form text fields for custom fields.

 

Creating Sovos customization elements

  1. In the search bar, search for Sovos Customization Elements and select New Sovos Customization Elements from the options.
  2. Fill in the following:
    • Name: The name you want to give this particular custom mapping. Sovos recommends that you name the element after the Sovos field you're mapping it to (e.g. Sovos Goods/Service Code).
    • NetSuite Field Level: Choose one of the following from the dropdown list:
      • Item: The customization will apply to each item in NetSuite/GTD (e.g. a Goods/Service Code).
      • Transaction: The customization will apply at the transaction or order level (e.g. custom registration number).
    • Sovos Field ID: Choose the Sovos field you want to map to from the dropdown list.
    • NetSuite Field ID: The name of the field on the transaction you want to use for mapping.



  3. Click Save.

    If a field is left blank, the default value will be the original value pulled from the adapter. For more information on the default values, read this article.

 

How to check your custom transaction fields

  1. Go to Customization > Lists, Records & Lists > Transaction Line Fields.
  2. You'll see a list of custom fields and the transaction where they are available. For example, if you see a Y under sale, that means it's available in Transactions > Sales.



  3. You should also see your custom transaction fields in the header of the items within a transaction.