Set up security credentials

Learn how to set up security credentials in NetSuite SuiteTax for Tax Determination.

Note:

You must have the Sovos Administrator role to do this.

Go to Setup > Company > Enable Features.
Click the SuiteCloud tab and make sure Custom Records is selected.

Go to Setup > Sovos > Sovos Configuration Setup.
In the Sovos URL field, enter the URL that hosts the connector environment:
- Staging: tweadaptersstaging.taxware.net
- UAT: tweadaptersuat.taxware.net
- Production: tweadapters.taxware.net
Click Next.
In the Username field, enter the username that was created by Professional Services during onboarding.
In the Enter Password field, enter the password that was created during onboarding.
Click Submit.

When you finished setting up security credentials, you can test your connection with a sales order.

Note:

Refreshing Sandbox will overwrite these settings. If you refresh Sandbox from the Production environment, you may need to edit the security credentials to point to the correct environment.

Edit the configuration record

You must have the Administrator role to do this.

CAUTION:

Each user account should contain one configuration record. If the user tries to call the connector without a configuration record or with multiple configuration records, they'll get an error.

Go to Customization > Lists, Records, & Fields > Record Types.
Click the List link in the Sovos Configuration Record row.
In the Sovos Configuration row, click Edit.
You can edit the following fields:
Name
The name of the configuration record.
Sovos URL
The URL that hosts the adapter environment.
Send Error Email
If selected, the adapter will send an email when an error happens.
Error Email Sender
The person in NetSuite whose name will appear as the sender of the error email. This person must have an email address associated with NetSuite.
Error Email Recipients
The email address of the person in NetSuite who will receive the error email.
User
The username that Sovos Professional Services created during onboarding.
When you finished editing the record, click Save.

Sovos Docs

Set up security credentials

Edit the configuration record

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