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4. Creating NetSuite Item Entities

Corey Syrnyk
  • Updated

The data must be linked to items to allow Stax Bill to send data to NetSuite. You must set default mapped items to allow Stax Bill to latch to it in case there is no mapped item in NetSuite. This allows data to be pushed without failing. If you notice a default line item, you can customize it later to be more specific in the future.

In NetSuite, you need to create:

  • An unmapped charge item
  • A Stax Bill tax Item
  • (Optional) A Stax Bill discount item

To create the above items, complete the following:

  1. Log into NetSuite and navigate to Lists >Accounting >Items.
  2. On the Items page, click New Item.Acc_list.PNGnewitem.PNG

Unmapped Charge Item

  1. On the New Item page, under Item Type, in the Service tab List, click For Sale.for_sale.PNG
  2. On the Service for Sale page, enter a name in the Item Name/Number field. It is recommended to name it Stax Bill unmapped charge to make it unique and easy to identify.
  3. (Optional) In the Rate field, enter 0.
  4. (Optional) In the Subsidiary field, select all subsidiaries.
  5. On the lower menu tab, click Accounting.
  6. On the Accounting tab, select an appropriate Income Account in the Income Account field.
  7. In the Account Tax section, select Stax Bill Tax Schedule which is a non-taxable schedule.servicesale.png

Discount item

The discount item creation is optional as of 1.0.20.0 of the Stax Bill NetSuite Integration package. In Stax Bill, you can map to an existing NetSuite Discount. Note: If you do not wish to create the Stax Bill Discount, you must have at least one discount item to map to.

  1. On the New Item page, under Item Type, click Discount.
  2. On the Discount page, in the Item Name/Number field, enter Stax Bill Discount. Note you must use the exact name.
  3. In the Rate field, enter 0.
  4. (Optional) In the Subsidiary field, select all subsidiaries.
  5. On the lower menu tab, click Accounting.
  6. On the Accounting tab, select an appropriate Discount Account in the Account field.
  7. In the Account Tax section, select Stax Bill Tax Schedule, which is non-taxable.discount.png

Stax Bill Tax

  1. On the New Item page, click For Sale under Item Type in the Service tab List.
  2. On the Service for Sale page, enter Stax Bill Tax in the Item Name/Number field. Note you must use the exact name.
  3. In the Subsidiary field, select all subsidiaries.
  4. On the lower menu tab, click Accounting.
  5. Select an appropriate Sales Tax Payable Account in the Income Account field on the Accounting tab.
  6. In the Account Tax section, select  Stax Bill Tax Schedule, which is non-taxable. The tax rate will be customized at the time of creation.servicetax.png
  7. Click Save.

 

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