7. Creating Entity Mapping in Stax Bill

With NetSuite configured, you must configure Stax Bill to map to the entities created in NetSuite.

1. In Stax Bill, navigate to Setting >Integrations >NetSuite using the left menu.
2. On the NetSuite page, click the Entity Mappings tab.
3. On the Entity Mappings tab, Under Default Item Mapping:
   1. 1. Ensure the Charge Item field contains the entity you created in Creating NetSuite Item Entities.
      2. Select a discount item from the drop-down list of available discount items. You could select that one as a default if you created a Stax Bill Discount in NetSuite.
      3. If you want the tax calculation to match the items, select On for Use Percentage Tax instead of Stax Bill Tax Item. Setting it false, the taxes appear on a separate line item in the NetSuite invoice.
      4. The tax item should contain Stax Bill Tax.
      5. Setting Use Refund Transactions to True will create a separate refund line item. Set to false, the original invoice will be modified to reflect the refund.  Set to True, the invoice will have refund line items. We recommend setting the Use Refund transaction to true.
4. In the Revenue Recognition section, switch to On If you use revenue recognition.
5. You must set the entity for the Revenue Recognition Start and End Date fields.
   1. 1. In NetSuite, navigate to Customization > List, Records, & Fields >Transaction Line Fields.
      2. Copy each entity's value in the ID column and paste it into the appropriate Revenue Recognition field in Stax Bill.
6. In the Location section, select the location you created from the drop-down menu in Setting the Stax Bill Location Entity.
7. If you require a bin to be selected for purchases, select On for Mandatory Bin Selection for Purchases.
8. In the Ledger Account Mapping section, select the appropriate mapping items from NetSuite.
9. Select a default credit note item from the dropdown menu in the Credit Note section. In addition, you can add additional credit note items that can be selected when creating a credit note. Click On to send a quantity with the credit note on the NetSuite line item.
10. In the Class Mapping section, select an entity from the drop-down menu. Select the Allow Class Override to override the default class on a line-level basis.