Create transaction fields and Sovos customization elements

Learn how to create transaction fields and Sovos customization elements in NetSuite SuiteTax with taxes from Tax Determination.

You can create a transaction field in NetSuite if you need to pass data to Tax Determination that is 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 connector, you'll need the internal ID of the field that you want to use.

The following custom mappings can be created:

Sovos Good/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

The NetSuite SuiteTax Connector for Tax Determination only supports free-form text fields for custom fields.

Create a transaction field

Create 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. On the Applies To tab, select where the field should be applied. Click Save.
Create line-level fields.
1. Go to Customization > Lists, Records,&Fields > Transaction Line Fields > New.
  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.
2. On the Applies To tab, select where the field should be applied. Click Save.

Create a Sovos customization element

In the search bar, search for Sovos Customization Elements and select New Sovos Customization Elements from the options.
Fill in the following fields:
- 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 (for example, Sovos Good/Service Code).
- NetSuite Field Level: Choose one of the following from the dropdown:
  - Item: The customization will apply to each item in NetSuite/Tax Determination (for example, a Good/Service Code).
  - Transaction: The customization will apply at the transaction or order level (for example, custom registration number.)
- Sovos Field ID: Choose the Sovos field you want to map to from the dropdown.
- NetSuite Field ID: The name of the field on the transaction you want to use for mapping.
Click Save.
Note:
If a field is left blank, the default value will be the original value pulled from the connector. For more information on the default values, read this article.

Check your custom transaction fields

Go to Customization > Lists, Records & Fields > Transaction Line Fields.

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.

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

Sovos Docs

Create transaction fields and Sovos customization elements

Create a transaction field

Create a Sovos customization element

Check your custom transaction fields

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