NetSuite User Manual
Contents
1. Installed Bundles lt KE B Total 42 NAWE ABSTRACT DOCUMENTATION NSTALLED FROM INSTALLED ON LAST UPDATE special items to determine cost of production and to 8 37 am give the suggested selling price Event Google View locations of today s appointments in Google Maps Documentation SDG Production Alex Wolfe 03 05 2013 Maps Integration in a portiet in the dashboard Ramsey Consolidatedinv GoogleMap Consignment Case 8 33 am Schedr LM Data Collect al TSTDRV625204 Sales tax compliance module for i cakculating sales tax Documentation Exactor Production TSTORV1166811 Repository Yana 10 16 2014 with any NetSuite form and ii generating and filing Berezovsky 6 46 am sales tax returns in all US jurisdictions state and local FIFO LIFO Cost SDG Ramsey inc WD FIFO LIFO Cost Layer Paul Production Alex Wolfe 03 05 2013 Layer Blancaflor TSTORV920370 8 36 am Fixed Assets Fixed Assets Management provides automatic asset Documentation Netsuite Platform Solutions Group Fixed Assets Management Production Alex Wolfe 03 28 2013 03 28 2013 Management creation multiple and user definable depreciation 20 3564128 3 33 am 3 33 am NOTE After the installation process is completed it is recommended to clear the browser cache Updating the ExAcTor NetSuite SuiteApp EXACTOR periodically publishes new versions of its integration files including that of the EXACTOR NetSuite SuiteApp Once the user is notified of the new SuiteApp s vers2. Searching for the EXAcTOR NetSuite SuiteApp For the NetSuite system to identify the ExAcTOR NetSuite SuiteApp the user should log in to the Admin Panel of the NetSuite Website and navigate to gt Customization tab 1 gt SuiteBundler 2 gt Search amp Install Bundles 3 TU NETSUITE IRGENERATIONN Q pr er 1 pve Te ee Customization fat Mo ST ST Se ae rl ed Fasckrumi gt kdrn Cries Customizaton Overview Home Lists Records amp Fields Reminders Forms j Scripting l Welcome to Release 2014 2 Viewing Portlet date settingsw Personalizew Layoutw 56 Opportunities to Close 3 Customers to Renew Features include iteBundles to I te N 11 SuiteBundles to Update C hters and Tabs New User Interface Simnla intuitive Reautifyl Get your work done quickly and easily with the new NetSuite Ul featuring a dean modern look and feel Create Bundie Search amp Install Bundles and Manufacturing on NPE tvice levels across locations with Distribution Resource Planning Optimize manufacturing schedules and efficiency with undle Audit Trail ration overiap and a drag and drop scheduler SEARCH FOR oartimud Name ID New B2B Customer Center Deliver a rich B2C like online shopping experience to your B28 customers and increase repeat purchases Provide better service at lower cost by enabling your customers to view orders track shipments make payments and more gt In the Keywords field 1
3. type Exactor then select Repository from the Location drop down list 2 and click on the Search button 3 Activities Payments Transactions Lists Reports Customization Documents Setup Fixed Assets Search amp Install Bundles EO Basic Advanced ANK AND CLICK SEARCH TO VIEW THE MOST POPULAR SUITEAPPS KEYWORDS PRODUCT D a OCATION VERTICAL Repository v 23 All AVAILABILITY LANGUAGE All All gt Select the latest EXACTOR Tax Provider version available from the list of identified SuiteApps November 2014 EXACTOR CONFIDENTIAL Page 2 EXACTOR NETSUITE SUITEAPP USER GUIDE NOVEMBER 2014 exactor Your Sales Tax Solution gt Once the system displays the Bundle Details page for the EXACTOR Tax Provider click on the Install button 1 SuiteSocial Fixed Assets Demo Framework amp Activities Bundle Details Exactor Tax Provider Exactor Tax Provider 0 Payments BoxFiles Transactions Lists Reports Documents Setup Customization Support Knowledge Base Back 38862 NetSuite NetSuite OneWorld 2 01 English U S Exactor Production Public Exactor User Guide 6 26 2014 Overview Components SuiteApp Info Sales tax compliance module for calculating sales tax with any NetSuite form and li generating and filing sales tax returns in all US jurisdictions state and local The Exactor Sales Tax Compliance Service is a fully automated end to end sales tax solution th
4. option 2 under the Shipping and Receiving rubric 1 is enabled d Activities Payments BoxFiles Transactions Lists Reports Documents Setup Customization Support SuiteSocial Fixed Assets Demo Framework Knowledge Base Enable Features Cancel Reset Company Accounting LED Transactions items amp Inventory Employees CRM Analytics Web Presence SuiteCloud EE D Shipping amp Receiving Y ADVANCED SHIPPING GIVES YOUR SHIPPING AND ACCOUNTING DEPARTMENTS SEPARATE PROCESSES FOR FULFILLING AND BILLING SALES ORDERS V PICK PACK AND SHIP FURTHER REFINES THE SHIPPING PROCESS TO ALLOW YOU TO TRACK SEPARATE STAGES FOR PICKING PACKING AND SHIPPING ORDERS V SHIPPING LABEL INTEGRATION GENERATE TRACKING NUMBERS AND SHIPPING LABELS WHEN YOU SHIP USING INTEGRATED SHIPPING ITEMS Y ADVANCED RECEIVING GIVES YOUR RECEIVING AND ACCOUNTING DEPARTMENTS SEPARATE PROCESSES FOR RECEIVING AND BILLING PURCHASE ORDERS Y MULTIPLE SHIPPING ROUTES USE MULTIPLE SHIPPING METHODS AND ADDRESSES ON THE SAME TRANSACTION To use the multiple shipping addresses during the transactions creating the user must select the Enable Item Line Shipping option from within the transaction page CURRENCY USA YW ENABLE ITEM LINE SHIPPING November 2014 EXACTOR CONFIDENTIAL Page 14 User GUIDE NOVEMBER 2014 exactor USER GUIDE NOVEMBER 2014 eaaa EA Your Sales Tax Solution ENTITY EXEMPTIONS The EXACTOR SYSTEM allows the
5. ECN into the Resale field Relationships Communication Address Sales Marketing Support Financial Preferences System Information Account Information ACCOUNT REMINDER DAYS DEFAULT RECEIVABLES ACCOUNT ENABLE ONLINE BILL PAY Use System Preference PRICE LEVEL START DATE PRIMARY CURRENCY END DATE USA TAX REG NUMBER DEPOSIT BALANCE CONSOLIDATED 0 00 0 00 OVERDUE BALANCE CONSOLIDATED 0 00 UNBILLED ORDERS CONSOLIDATED v 1 009 00 1 009 00 RESALE NUMBER DAYS OVERDUE CONSOLIDATED ECN 10161055 0 0 BALANCE CONSOLIDATED PAYMENT OF BALANCE 759 98 759 98 TAXABLE TAX ITEM SET CUSTOMER CREDIT ON HOLD NOTE Failure to set up the exemption in the EXACTOR SYSTEM and use the EXACTOR issued ECN will result in taxes being calculated and applied to the transaction November 2014 EXACTOR CONFIDENTIAL Page 16 USER GUIDE NOVEMBER 2014 exactor Z TVTAZ ZRF ZTZTRFTF V ZRZ TV TV V V V Your Sales Tax Solution USING EXACTOR WITHIN NETSUITE Calculating and Committing Tax Once the EXACTOR NetSuite SuiteApp is installed and set up within NetSuite and the EXACTOR Merchant Module information is set up the user is ready to use NetSuite allowing the EXACTOR SYSTEM to calculate sales tax automatically The following sections of the EXACTOR NetSuite SuiteApp User Guide describe Tax Calculation when creating an invoice or sales order using EXACTOR Tracking the taxes
6. Fil 1 Transactions ETG GL ele ace ets Se Ger 0 SS eee ee SE el edu tle st Home Transactions Overview Bank Reminders New Release Purchases Vendors 119 Opportunities to Close O crente Opportunites Welcome to Release 2014 2 7 SuiteBundles to Update tory Rev _ Billing Prepare Quotes k Features include o 13 5 Top 5 Items By Qty Sold Customers 3 ES Sales Orders List ma User PENSE i i P y Qty Simple Intuitive Beautiful Get your work done quickly and easily with the new NetSuite Ul featuring a clean mode Employees Approve Sales Orders Search Tour the new Ul this fiscal quarter Irske Manage Payment Holds r Improved Distribution Planning and Manufacturing AJ mm F sd Improve inventory turns and service levels across locations with Distribution Resource Planning Optimize manufact Inventory Fulfill Orders scheduler SO Learn more Manufacturing Mark Orders Packed Sales by Item Summary New B2B Customer Center ba Alt Sales Demand Planning Mark Orders Shipped Deliver a rich B2C like online shopping experience to your B2B customers and increase repeat purchases Provide b payments and more Quota Forecast Bill Sales Orders Learn more Financial Create Invoices Enhanced Email Marketing Build captivating and powerful email campaigns with ease using pre defined templates and a robust WYSIWYG edito Management Enter Cash Sales campaign delivery and ensure your emails reach their
7. user to enter exemption information and cross reference between a buyer s personal exemption and any given transaction Once a personal exemption is loaded into the ExAcTOR NetSuite SuiteApp the EXACTOR SYSTEM cross references any new sale to that customer with the exemption information of that customer and applies the exemption to the sale if applicable returning 0 taxes owing In order for EXACTOR to identify an exemption Enable Exemption Control ID must be enabled within the Exactor NetSuite SuiteApp To input an assigned ECN to a customer using the NetSuite customer control interface navigate to gt Lists gt Relationships gt Customers MU NETSUITE 4 gt Q Be Om 0 Administrator Activities Payments Box Files Transactic Lists Reports Documents Setup Customization Support SuiteSocial FixedAssets Demo Framework Knowledge Base Home Lists Overview 119 Opportunities to Close Viewing Portlet date settings Personalize w Layout Ml Welcome to Release 2014 2 Leads 7 SuiteBundles to Update include Top 5 Items By Qty Sold Commissions Prospects ir Interface und Mtultive Beautiful Get your work done quickly and easily with the new NetSuite Ul featuring a clean modern look and feel this fiscal quarter v New Search Ution Planning and Manufacturing m gt turns and service levels across locations with Distribution Resource Planning Optimize manufacturing schedules and Web Site Project Templat
8. BoxFiles Transactions Lists Reports Documents Setup Customization Support SuiteSocial Fixed Assets Demo Framework Knowledge Base W Inventory Item a 2580 Scanner Back PrintLabel Jv Actions Primary Information Purchasing Inventory Sales Pricing Accounting Web Store Related Records Communication Preferences System Information Custom Manufacturer s Warranty Item Status Details Serials Box Files coalition Web Store Display W DISPLAY IN WEB STORE CHARGES MAY APPLY WEB STORE DESCRIPTION FEATURED DESCRIPTION 2580 Scanner digitizes and restore stacks of 35mm negatives Preview Html ITEM DRILLDOWN TEMPLATE WEB STORE DISPLAY NAME DETAILED DESCRIPTION 2580 Scanner Use the Epson Perfection 2580 Scanner and digitize and restore stacks of 35mm negatives in just a few simple steps This ITEM DISPLAY IMAGE scanner has a 2400 x 4800 dpi resolution for fine quality scanning so your cherished memories will stay perfect forever Preview Html HHA LAA AAAAAAA AEA EAA AA AEA AAK Search Engine and Feeds META TAG HTML URL COMPONENT November 2014 EXACTOR CONFIDENTIAL Page 11 USER GUIDE NOVEMBER 2014 exactor re Z Z Z72Z2Z Z Z Z Z Your Sales Tax Solution PRODUCT MAPPING After setting up the account information and the product grouping the user should proceed to mapping products to EXACTOR Unified Codes EUC Product Mapping is the term used when it is necessary for the EXACTOR SYSTEM to identify the typ
9. EXACTOR NETSUITE SUITEAPP SALES TAX COMPLIANCE SERVICE INSTALLATION amp USER GUIDE exactor NOVEMBER 2014 CONFIDENTIAL USER GUIDE NOVEMBER 2014 exactor a Your Sales Tax Solution TABLE OF CONTENTS EXACTOR NETSUITE SYSTEM DESCRIPTION esvernevennnvennnnvennnvennnnvennnnnnnnnnennunnnnnnnennunnnnnnnennuunennunennee 1 GETTING STARTED WITH EXACTOR eaeevnevennnvennnvvennnvennnnvennnnennnnnennnnnnnnnnennunnnnunnennunnnnunnennunnnnennennunenneunene 2 Searching for the EXACTOR NetSuite SUITCAPDP ccccecccsesscsesscsesscsesscsescsenscsesscsesscsesscsesscsesscsecscsesscsessesensens 2 Updating the EXACTOR NetSuite SuiteApp ccccccccccccssssceesscceessccesseccesssccessscecsececsseceesseceesseceesseceesseseeseeeeeseeees 4 Setting up EXACTOR NetSuite SUITCADD uuecccccccccsssccccsesssccccssssssccccsssssccecesessaeeccseesseeeccsessseeecssessseseesesseseeeeeaaeees 6 SETTING UP THE SKU SOURCE renerien E A E AEE A Ee a a ei 9 PRODUCTMAPPING te nn ee ee ee a ener 12 MENE 12 Shipping to Multiple AATTESSES ws isivsiwn ssecnsidestnsireinansinbendatiesniasusaloniastanisesssbicahetiusavadsealeyineiauisseniadseietivessemselesis 14 ENTITY EXEMPTIONS cn 15 USING EXACTOR WITHIN NETSUITE seeonovvennevennenvennnvennnnnennnnnnnnnnennnnnnnnnnennennennnnennunnennunennennennunennnunene 17 Calculating and Committing TAX wisdinisniearisersaanavenenaassvnisdnnsaisadesarsadnenevesointanagia
10. ME 2 lt Loading gt Pox 3 Way Match on Items Availability By Location Background Processing by Nolans November 2014 Activities BUNDLE ID 38882 27654 15484 8459 Payments Box Files Transactions Lists Reports Documents Setup Support STATUS Pending 3 Way Match on Items v v Shared objects for background process control v utilised by other solutions from Nolan Business Solutions SuiteSocial Fixed Assets Demo Framework Knowledge Base INSTALLED FROM Repository OWNER loneycomb Mfg Yana 662377 Gill Inc Wholesale Distribution 2013 1 TSTDRV1006864 Production Ramsey Inc Wholesale Distribution V2011 1 112 Production TSTDRV864300 Nolan Business Solutions Development Centre TSTDRV280347 Repository EXACTOR CONFIDENTIAL Total 42 INSTALLED BY INSTALLED ON 10 16 2014 6 46 am 04 05 2013 12 55 pm 06 28 2011 10 06 am 03 23 2011 3 24 pm LAST UPDATE Yana Berezovsky Alex Wolfe 06 28 2011 10 08 am 03 27 2013 6 59 pm Ivan Smith Dale Williams Page 3 User GUIDE NoVeMBer 2014 exactor USER GUIDE NOVEMBER 2014 aaa EA Your Sales Tax Solution gt When the installation process is complete a green check mark will appear for the EXACTOR NetSuite SuiteApp in the Status column B Activities Payments BoxFiles Transactions Lists Reports Documents Setup Customization Support SuiteSocial Fixed Assets Demo Framework Knowledge Base
11. MOUNT LOCATION OPTIONS DETAIL RATE CLASS ASSET FRAME A great phone with 24 f ACC00005 1 Ea Pop vm List Price 379 99 379 99 01 San Franci Exactor 0 0 programmable feature buttons v Add Cancel Copy Previous November 2014 EXACTOR CONFIDENTIAL Page 17 EXACTOR NETSUITE SUITEAPP USER GUIDE NOVEMBER 2014 gt Once the line items are added to the Invoice Credit Memo or Sales Order click on the Calculate link and the EXACTOR NetSuite SuiteApp will calculate the taxes and insert the taxes calculated into the transaction An Invoice request will be sent to Exactor exactor Your Sales Tax Solution SUBTOTAL TRANSACTION DISCOUNT TAX TOTAL 1 029 99 0 00 78 49 SHIPPING COST HANDLING COST GIFT GERTIFIGATE TOTAL 0 00 0 00 0 00 1 108 48 NOTE If any field influencing the tax has been altered such as Customer Discount Shipping Address Items etc the tax will have to be recalculated gt Once the customer clicks on the Save button the EXACTOR NetSuite SuiteApp sends a Commit request to Exactor This data is used to generate tax return reports VS Activities Payments BoxFiles Transac tions gt Invoice Q Cancel Auto Fill Reset Primary Information CUSTOMER Aaron Abbott DATE 11 3 2014 INVOICE INV10000065 POSTING PERIOD Nov 2014 v TERMS Net 30 v Lists Reports Documents Setup Customization Support SuiteSocial Fi
12. ON ID CONTROL Oo SET SHIPTO ADDRESS SOURCE IF IT IS NOT DEFINED ON THE TRANSACTIONS PAGE Bill To Address us ectronic downloads amp Ship from address 4 FULL NAME COUNTRY USA ADDRESS 1 STATE OR PROVINCE ADDRESS 2 POSTAL CODE CITY NOTE Reset fields returns all fields to the last saved state If you entered invalid data and clicked Save click Reset Fields to restore the page and field contents to the settings prior to clicking Save During the EXACTOR Account Setup procedure you will also need to specify the subsidiary s you want the SuiteApp to associate with during the calculation Different EXACTOR accounts may be associated with different subsidiaries You will need to choose the EXACTOR account and select the corresponding subsidiary to work with by clicking the left mouse button or multi select the corresponding subsidiaries by holding Ctrl and clicking the left mouse button C PN Activities Payments Box Files Transactions Lists Reports Documents Setup Customization Support SuiteSocial Fixed Assets Demo Framework Exactor Account Setup Resetfields Copy address from settings Please fill out the fields below to start using the Exactor Sales Tax service Signup here if you dont have an Exactor account ASSOCIATED SUBSIDIARIES Honeycomb Holdings Inc Honeycomb Holdings Inc Honeycomb Mfg NETSUITE DRGENERATIONN gt When the information has been
13. SER GUIDE NOVEMBER 2014 eaaa EA Shipping to Multiple Addresses One of NetSuite s features is the opportunity to split a purchase allowing the customer to ship different line items to different shipping addresses The EXAcTOR NetSuite SuiteApp will calculate taxes for each line item independently showing the total tax for all items purchased To enable Multiple Shipping Address feature in NetSuite from the Admin Panel navigate to gt Setup tab 1 gt Company 2 gt Enable Features 3 LL NETSUITE H eh Q Be dl Sn VE Activities Payments BoxFiles Transactions Lists Reports Documer 1 Setup Customization Support SuilteSocial Fixed Assets DemoFramework Knowledge Base Setup Manager Home Viewing Portlet date settings Personalize Layout cia SS Accounting 3 Features 7 SuiteBundies to Update Orders Inventory Top 5 Items By Qty Sold this fiscal quarter v le lt a Sales Rename Records Transactions 2014 2 Re Marketin Auto Generated Numbers 50 0 15 1 Suppo wes ne ickly and easily with the new NetSuite Ul featuring a clean modern look and feel Otn Ones ered vi Lent hr Application Publishers iring PM gt day n One Month Ag 5 ocations with Distribution Resource Planning Optimize manufacturing schedules and You will be redirected to the Enable Features form where you would need to click on the Transactions tab and make sure that the Multiple Shipping Routes
14. TRICT 1 028 98 78 43 29 87 CO STATE TAX 1 03 CO DISTRICT TAX SCIENTIFIC AND CULTURAL FACILITIES DISTRICT 10 30 CO DISTRICT TAX REGIONAL TRANSPORTATION DISTRICT 37 29 CO CITY TAX DENVER For complete transaction information and breakdown of calculated taxes and reporting jurisdictions the user should go to the EXACTOR Merchant Module Website and select the reporting system under the Reports menu In the EXACTOR reporting system the user can see all relevant transaction information by selection the view or edit button for a specific transaction NOTE See the EXACTOR User Guide Chapter Reports Cancelling a Purchase Refunding the Taxes d amp Activities Payments BoxFiles Transactions ig Invoice Q INV10000065 Aaron Abbott OPEN Cancelling an order will result in a credit of the calculated cot eet elmo ta NE Primary Information a Abbot So To Register To apply a refund the user must navigate to the Actions tab ilani of the Invoice form and select Delete INVOICE INV10000065 POSTING PERIOD Nov 2014 TERMS Net 30 November 2014 EXACTOR CONFIDENTIAL Page 19 User GUIDE NOVEMBER 2014 exactor Your Sales Tax Solution An alternative way of deleting a transaction from within the NetSuite Admin Panel is to select gt Transactions 1 gt Sales 2 gt Enter New Sales Order 3 gt List 4 PN Activities Payments Box
15. WEAR SPORTSWEAR SPORTSWEAR SHIRTS PANTS amp PANTS amp PANTS amp PANTS amp PANTS amp PANTS amp SHIRTS SHIRTS Filter Import 3 E Export EUC EUC 02040 EUC 03020 EUC 09050 EUC 01010 EUC 06080 EUC 01030 EUC 01030 EUC 01030 EUC 01030 EUC 01030 EUC 01030 EUC 01030 EUC 01030 EUC 01030 Cd Apply EUC Description 1 Information Technolog Food amp Beverages Retail Software amp Hardware Medical and Health Rel Software amp Hardware Software amp Hardware Software amp Hardware Software amp Hardware Software amp Hardware Software amp Hardware software amp Hardware Software amp Hardware Software amp Hardware 2 gt 1 39 of 39 Software amp Hardware Information Technology Food amp Beverages Installation amp Repair Charges Leases and rentals Medical and Health Related Items Publications Retail Professional Services H C EUC 13000000 H J EUC 99000000 Shipping and Handling Miscellaneous NOTE For more information about EUCs and Product Mapping on the EXACTOR Merchant Website the user is also referred to the Exactor User Guide located in the Support tab of the EXACTOR Merchant Account Panel November 2014 EXACTOR CONFIDENTIAL Page 13 Your Sales Tax Solution User GUIDE NOVEMBER 2014 exactor U
16. al Fixed Assets Demo Framework Knowledg Installed Bundles BR ACTION NAME BUNDLE ID MANAGED ABSTRACT DOCUMENTATION OWNER g v Estimating Tool 26522 No Estimating tool will take note of materials labor and Documentation SDG Ramsey Estimating Tool jbucoy TSTDRV971646 special items to determine cost of production and to give the suggested selling price g v Event Google View locations of today s appointments in Google Documentation SDG Maps Integration Maps in a portlet in the dashboard Ramsey Consolidatedinv GoogleMap Consignment Case Schedr LM Data Collect ali TSTDRV625204 Exactor Tax i Sales tax compliance module for i calculating sales Documentation Exactor Production TSTDRV1166811 Provider tax with any NetSuite form and ii generating and filing sales tax returns in all US jurisdictions state and local g v FIFO LIFO Cost 20291 SDG Ramsey Inc WD FIFO LIFO Cost Layer Paul Layer Blancaflor TSTDRV920370 Fixed Assets 27369 00 Fixed Assets Management provides automatic asset Documentation Netsuite Platform Solutions Group Fixed Assets Management Management pr creation multiple and user definable depreciation 2 0 3564128 methods and full integration to NetSuite Allows small gt When the update is successfully completed the status checkmark for the EXACTOR SuiteApp will appear in green uD Activities Payments BoxFiles Transactions Lists Reports Documents Setup Customizat
17. at helps businesses regain time lost to sales and use tax administration while minimizing risks associated with these taxes The service provides a single solution that i Calculates sales taxes in real time accurate to the street level addresses ii Prepares and files tax returns on behalf of the merchant in ALL jurisdictions state and local iii Reduces costs associated with sales tax compliance efforts iv Reduces processing and human error and iv Reduces liability The Exactor Sales Tax Compliance Service is certified by state taxing agencies for its accuracy and reliability The Exactor NetSuite bundle automatically connects your NetSuite service with the Exactor Sales Tax Compliance Service to provide all the above services transparently within your NetSuite forms lt BR gt lt br gt lt BR gt lt br gt For more information please visit us at www exactor com or contact support exactor com gt You will be re directed to the Preview Bundle Install page To start the EXxACTOR NetSuite SuiteApp installation click on the Install Bundle button 1 Activities Payments BoxFiles Transactions Lists Reports Documents Setup Customization Support SulteSocial Fixed Assets Demo Framework Knowledge Base Preview Bundle Install Cancel install Bundle o B Name Exactor Tax Provider Version 2 01 BUNDLE CONTENTS PREFERENCE EXISTING OBJECT IN CONFLICT Custom Fields Transaction Body Fields Exactor Tax Amount Tax calculatio
18. calculated by EXACTOR The difference between a Committed Transaction and Calculated Only Transaction VV V y Importing exporting and editing transaction data Creating Invoice Sales Order The user creates an invoice or sales order using the same NetSuite process they have always used This section explains how EXACTOR displays the tax calculation results in the transaction NOTE In order to calculate taxes correctly and reliably and for accurate tax reporting the user must always use the EXACTOR SYSTEM exclusively for tax calculation purposes Disabling or bypassing the EXACTOR SYSTEM may result in inaccurate tax calculations and tax reporting Using other methods for tax calculation such as adding tax rates into NetSuite may result in double taxes being calculated and added into the invoice Once the user opens a new NetSuite transaction Invoice Credit Memo or Sales Order they should proceed to filling out the document as they normally would Summary z a a ls SUBTOTAL gt The sales tax calculation is triggered by hitting the Calculate link in the Summary section TRANSACTION DISCOUNT TAX TOTAL Calculate SHIPPING COST gt Users can refer to the status field to verify whether or not taxes aus GIFT CERTIFICATE have been calculated TOTAL The user should now see EXACTOR in the Sales Tax Code field PRICE INVENTORY TAX CODE TAX RELATED PICTURE ITEM QTY UNITS DESCRIPTION LEVEL PRICE A
19. ce UPC code amp Ship from address November 2014 EXACTOR CONFIDENTIAL Page 9 User GUIDE NovEWBER 2014 exactor Your Sales Tax Solution The merchant chooses the source of the SKU information from the following i Vendor Name SKU CODE SOURCE ii Item ID tem Id iii Shopzilla ID iv Custom field as SKU source vendor name v UPC Code tem ki Shopzilla Id Custom field as SKU source UPC code SKU CODE SOURC Custom field as SKU source To use a custom field the user must type in the name of the custom field CUSTOM SKU SOURCE FIELD ID custom If you desire to review the SKU source of particular item navigate to your NetSuite Admin Panel and select S Lists tab 1 gt Accounting 2 gt Items 3 In the Items form select the needed item and click on View to check its details D Activities Payments BoxFiles Transactions Lists Reports Documents Setup Customization Support SuiteSocial Fixed Assets Demo Fram W Items VIEW All v Customize View New Item Submit FILTERS D m A Y shownactives INACTIVE EDIT VIEW INTERNAL ID NAME DISPLAY NAME DESCRIPTION PURCHASE DESCRIPTION VENDOR NAME Edit View 124 20 Inch Tracer 20 Inch 20 Inch Tracer 20 Inch Tracer EX2 EX2 Wheelchair Tracer EX2 EX2 Wheelchair Wheelchair Wheelchair Eai view D 391 2580 Scanner 2580 2580 Scanner XRG2580 2580 Scanner 2580 Scanner digitizes and Scanner restore sta
20. cks of 35mm negatives Edit View 435 4 Port PCIMCIA 4 Port 4 Port 4 Port PCIMCIA The Dynex IEEE 1394 Card PCIMCIA PCIMCIA Card Card 4 Port PCIMCIA Card Card provides a bus master function with an OHCI interface specification and also supports serial bus data transfer rates of up to 400Mbps November 2014 EXACTOR CONFIDENTIAL Page 10 User GUIDE NovEWBER 2014 exactor USER GUIDE NOVEMBER 2014 aaa EA Your Sales Tax Solution You will be re directed to the Inventory Item form of the chosen item where you will find such information as the Item ID 1 UPC Code 2 and Vendor Name 3 among other AN NETSUITE RGENERATIONN Search 5 vey Activities Payments Transactio Lists Reports Customization Documents Setup Fixed Assets Lists Overview Home F Accounting Accounts Reminders l Supply Chain Currencies 56 Opportunities to Close Employees Currency Exchange Rates ea com es Customers to Renew a i Relationships amp Items New SuiteBundles to Update Go E j Marketing Units Of Measure Search 2rface rammene dE BEG Quick Sanch Support Shipping Items the new Ul Web Site Quantity Pricing Schedules oved Distribut ove inventory t Search Consolidated Exchange Rates ward scheduling SEARCH FOR 1 MOr You would also find the item s Shopzilla Category ID 4 in the Web Store tab of the Inventory Item form d amp Activities Payments
21. e of products sold in order to correctly apply taxability rules EXACTOR applies its internal EUC to determine the tax rules that would apply to any given transaction which rules apply to the subject product service in the given taxing locality For example products and services such as clothing and food may have special taxability rates in various locations Because different taxes are applied to different product categories EXACTOR requires its customers to map their products to the EUCs so that the EXACTOR SYSTEM can provide an accurate calculation in real time without disrupting the transaction flow When using the EXACTOR tax compliance service the NetSuite internal tax rules are not applied As part of the set up process the EXACTOR module resets all NetSuite internal tax rates to assure there is not a conflict with the EXACTOR processes and tax calculation NOTE EXACTOR assumes total control over the tax calculation process The User should not take any action that could interfere with EXACTOR s operations Do not make any change to the NetSuite Internal Rates Any change that a user makes to the NetSuite tax items such as changing the internal NetSuite rates will result in tax calculation errors Product mapping is performed on the EXAcTOR Merchant Module Website and NOT from within the NetSuite interface As part of the tax calculation process the ExAcTorR NetSuite SuiteApp transmits to the EXACTOR SYSTEM that SKU information fro
22. entered click Save dd Activities Payments Transactions Lists I Exactor Account Setup Reset lds Copy adaress from settings Exactor account configuration page November 2014 EXACTOR CONFIDENTIAL Page 7 User GUIDE NOVEMBER 2014 exactor ae i re Your Sales Tax Solution Note During the EXACTOR Account set up the user can obtain help about any field by hovering their mouse over the field in question and clicking What s this M NETSUITE IRGENERATIONN Search a PN Activities Payments Transactions Lists Reports Customization Doct Exactor Account Setup B Exactor account Field Help ACCOUNT 10001035 Enter your User Name from the Exactor account This field allows your to enter a 6 20 character user name for the USER NAME Exactor Merchant Account You may assign user names through the Exactor Merchant Control Panel a Web interface which merchants can access to configure their EXEMPTION ID CONTROL Exactor accounts November 2014 EXACTOR CONFIDENTIAL Page 8 User GUIDE NoveMBer 2014 exactor USER GUIDE NOVEMBER 2014 eaaa EA Your Sales Tax Solution SETTING UP THE SKU SOURCE All sales tax calculations are performed within the EXACTOR SYSTEM In order to calculate the taxes the EXACTOR SYSTEM needs to know which product or service is included in the transaction the Sales Order or Invoice EXACTOR provides you with the option of choosing which information to use I
23. eployexactor_event_quote customdeployexactor_event_return_auth customdeployexactor_orderpeocessor_po customdeployexactor_order_processor Integration With SiteBuilder EXACTOR NetSuite SuiteApp uses standard approach of integration with SiteBuilder It provides two customized forms that you need to use as scripting template for Credit Card and Invoice e Custom Order Cash Sale Exactor Cart e Custom Online Order Invoice Exactor Shopping cart Special Notes for NetSuite OneWorld EXACTOR S Tax Agency must be applied to all subsidiaries It is being done during the installation step In the future it is possible that a new Subsidiary entity will be created In this case please go to EXACTOR Account Setup Setup gt Company gt EXACTOR Account Setup and hit the button Save without making any changes Our system will be triggered and will apply all ExACTOR s Tax Agency to all existing subsidiaries automatically Thank you for using the EXACTOR Sales Tax Compliance Service and the EXACTOR NetSuite SuiteApp If you have any questions please do not hesitate to contact your EXACTOR representative or e mail us at customer support exactor com November 2014 EXACTOR CONFIDENTIAL Page 25
24. es I with backward scheduling operation overlap and a drag and drop scheduler ore Sales by Item Summary I Customer Center rich B2C like online shopping experience to your B2B customers and increase repeat purchases Provide better service at lower nabling your customers to view orders track shipments make payments and more gt Once in the Customer form select the customer you want assign the ECN to and click Edit d Activities Payments Box Files Transactions Lists Reports Documents Setup Customization Support SuiteSocial Fixed Assets Demo Framework Knowledge Base Customers List Search A B 8 V Show halen Edit QUICK SORT v 02 Arty lt gt To INACTIVE EDIT VIEW INTERNAL ID NAME DUPLICATE CATEGORY COMPANY NAME 1S INDIVIDUAL SALES REP STATUS TERRITORY LEAD SOURCE PARTNER END DATE REMINDER DAYS DATE CRE View 494 Agrela Agrela No Mary CUSTOMER Electronics 3 12 2014 Apartments Apartments Redding Closed Won Retail Trade 12 00 am Agency Agency Show gt When the customer information window opens click the Financial tab and input the ECN into the Resale Number field and click Save November 2014 EXACTOR CONFIDENTIAL Page 15 User GUIDE NovEMBER 2014 exactor USER GUIDE NOVEMBER 2014 eaaa EA Your Sales Tax Solution The ECN is the exemption identifier issued by the EXACTOR SYSTEM The user will need to create an exemption within the EXACTOR SYSTEM and insert the generated
25. f permission should be assigned to it November 2014 EXACTOR CONFIDENTIAL Page 22 EXACTOR NETSUITE SUITEAPP USER GUIDE NOVEMBER 2014 exactor EN You Sales Tax Solution NETSUITE FEATURES IMPACTED BY EXACTOR SUITE APP The SuiteApp prevents the user from altering Tax information when creating and editing a transaction These fields will be greyed out and non editable Tax Information gt The Taxable column for the list of items will be ignored even if turned on in the form Subtotal 39 95 gt When you change shipping data both Shipping Cost and Discord 0 00 Tax have to be re calculated You can press only the Calculate link opposite the Tax field and both Shipping Cost and Tax sums will be counted again Shipping Cost Calculate Total 39 95 Tax Calculate gt The recent version of the SuiteApp starting from 1 10 supports Project feature of NetSuite November 2014 EXACTOR CONFIDENTIAL Page 23 EXACTOR NETSUITE SUITEAPP USER GUIDE NOVEMBER 2014 NOTES FOR ADMINISTRATORS I O Fields Transaction fields involved in the tax calculation process Read only altshippingcost entity taxitem istaxable taxrate item expense taxtotal shipaddress taxamountoverride total shipaddr1 shipaddr2 shipcity shipstate shipzip shipaddressee shipcountry billaddr1 billaddr2 billlcity billstate billzip billaddressee billcountry promocode displaylinediscounts discountt
26. ion Support SuiteSocial Fixed Assets Demo Framework Knowledge Base Installed Bundles B Total 42 ACTON NAME BUNDLE D ABSTRACT DOCUMENTATION WSTALLED SY INSTALLED ON LAST UPDATE special items to determine cost of production and to 8 37 am give the suggested selling price Event Googie View locations of today s appointments in Googie Maps Documentation SDG Production Alex Wolfe 03 05 2013 Maps Integration in a portlet in the dashboard Ramsey Consolidatedinv GoogleMap Consignment Case 8 33 am Schedr LM Data Collect all TSTDRV625204 Sales tax compliance module for 1 calculating sales tax Documentation Exactor Production TSTDRV1166811 Repository Yana 10 16 2014 with any NetSuite form and ii generating and filing Berezovsky 6 46 am sales tax returns in all US jurisdictions state and local FIFO LIFO Cost SOG Ramsey Inc WD FIFO LIFO Cost Layer Paul Production Alex Wolfe 03 05 2013 Layer Blancafior TSTDRV920370 8 36 am Fixed Assets Fixed Assets Management provides automatic asset Documentation Netsuite Platform Solutions Group Fixed Assets Management Production Alex Wolfe 03 28 2013 03 28 2013 Management creation multiple and user definable depreciation 2 0 3564128 3 33 am 3 33 am November 2014 EXACTOR CONFIDENTIAL Page 5 EXACTOR NETSUITE SUITEAPP USER GUIDE NOVEMBER 2014 exactor EN VO Sales Tax Solution Setting up EXACTOR NetSuite SuiteApp Once the ExacTor NetSuite SuiteApp is installed a user shou
27. ion available it is recommended to update to the newest version The process is triggered from the NetSuite website and requires the following steps to be completed gt Navigate to gt Customization tab 1 gt SuiteBundler 2 gt Search amp Install Bundles 3 gt List 4 TU NETSUITE IRGENERATIONN Q Be JE Activities Payments Transactions Lists Rep IE Customization Mee Setup Fixed Assets SuiteSocial Support Retail Analytics Customization Overview Home Lists Records amp Fields p Forms Opportunities to Close ey Perton Ed or Welcome to Release 2014 2 8 Customers to Renew Orde se Scripting P Fi res includ 1 SuiteBundles to Update 50 3 KG Scent Suite es to Update Centers and Tabs New User Interface Simoale intuitive Reautifil Get your work done quickly and easily with the new NetSuite Ul featuring a clean modern look and feel J gs skred sten e Search amp install Bundles cay vi Ore Mont Ag Viewing Portlet date settings Personalize Layoutw fore List Q Manufacturing leven weal levels across locations with Distribution Resource Planning Optimize manufacturing schedules and efficiency with Bundle Audit Trail tration overlap and a drag and drop scheduler ie Monthly Quota AR Sales Trens Gear rere n rer gt Click on the EXACTOR SuiteApp action icon 1 and select Update 2 d NS Activities Payments Box Files Transactions Lists Reports Documents Setup Cust
28. ld set up the EXACTOR Merchant Account information within the Exactor NetSuite SuiteApp This is necessary to ensure that NetSuite communicates correctly and accurately with the EXACTOR SYSTEM to calculate and store transaction information NOTE For more information about the following account set up the User is also referred to the ExAcToR User Guide located in the Support tab of the EXACTOR Merchant Account Panel To configure EXACTOR NetSuite SuiteApp navigate to your NetSuite Admin Panel and select gt Setup tab 1 gt Company 2 gt Exactor Account Setup 3 NETSUITE IRGENERATIONN Q yy Activities Payments Transactions Lists Reports Customization Documen 1 Setup Fixed Assets SuiteSocial Support Retail Analytics Setup Manager Home 2 Company Reminders New Release ae Accounting Subsidiaries 56 Opportunities to Close Sales Departments E Customers to Renew Orders Inventory Elsu i 1 59 Suites piles dg SP 50 0 p 1 5 Marketing Stores 413 upp a ee gn Paints m NetSuite Support Login Customer Adam Scott Close Account a Adam Scott Check 5 Oo Exactor Account Setup This action opens the EXACTOR Account Setup page Make sure to complete the following information gt Account 1 The account number issued by EXACTOR INC when setting up your EXACTOR account User Name 2 User name is case sensitive insert exactly as received from EXACTOR INC gt Exe
29. m the group source that you selected in the previous section for each product and service being purchased The user must choose the source of SKU information from NetSuite and then input it into the EXACTOR Merchant Website mapped to the appropriate EUC Based upon how the product is mapped on the ExAcTor Merchant Website the EXACTOR SYSTEM will then apply the appropriate tax rules and rates to each separate line item Mapping Products SKUs to EUCs Next the user must enter the Product ID or SKU field into the EXACTOR Merchant Website and map it to the appropriate EXACTOR Unified Code EUC NOTE EXAcTOR has a bulk upload option for inputting Product Mapping into the EXACTOR SYSTEM through a csv file Please contact EXACTOR Customer Service to receive the required format of the bulk upload spreadsheet November 2014 EXACTOR CONFIDENTIAL Page 12 EXACTOR NETSUITE SUITEAPP USER GUIDE NOVEMBER 2014 exactor Your Sales Tax Solution Summary Merchant SKU Merchant SKU 1735 1 Hair Accessories Cd Save Delete 14 Clear Selection Account Management Exemption Management Calculate Taxes Product Mapping Exactor EUC EUC 09050305 Retail Clothing Head amp Hair Accessories Hair bows SKU Range Pagel of1 b bi SKU Description ACCESSORIES BELTS A product 1 Hair Accessories dfsd Medical Pump SPORTSWEAR SPORTSWEAR SPORTSWEAR SPORTSWEAR SPORTSWEAR SPORTSWEAR SPORTS
30. mption Id Control 3 Enabling this option allows the ExActor NetSuite SuiteApp to cross reference customer information within the ExAcToR Merchant Account to be recognized during the invoicing process If this option is disabled EXACTOR will not recognize any entity exemptions during the tax calculation process gt Ship from address 4 EXaActor uses this information as one of the addresses for determining taxes on transactions make sure that there are no errors in the address Otherwise EXACTOR may calculate and report your taxes incorrectly You may use the button Copy address from settings to fill in the address fields with the data from Company Information gt SKU Code Source 5 EXACTOR allows a user to choose the category used to identify a product A user can choose from the Vendor Name Item ID Shopzilla ID UPC Code or a custom field The SKU information is sent to Exactor with each line item and is used in the Product Mapping explained below November 2014 EXACTOR CONFIDENTIAL Page 6 User GUIDE NoVeMBer 2014 exactor USER GUIDE NOVEMBER 2014 eaaa EA Your Sales Tax Solution T N Activities Payments Transactions Lists Reports Setup Fixed Assets SuiteSocial Support Retail Analytics Exactor Account Setup Reset fields Copy address from settings PR Caco accoupLcopigusealion age LL B Exactor account j ACCOUNT SKU CODE SOURCE Item Id 6 USER NAME Y EXEMPTI
31. n Fields Nninga Today vs One Month Ago 2 490 94 d service Transaction Item Options ition ove Monthly Quota Alt Sales Tren vane Item Number Fields Name ID EF h MY ven r Monthly Quota Alt Sales Other Custom Fields le shoppi tustorners to view Uruers wack ship Inventory Search In the Record types list find the three ones concerning the Exactor NetSuite SuiteApp EXACTOR Account Data EXACTOR Query Buffer and EXACTOR SuiteApp System Data ZN Activities Payments Transactions Lists Reports Customization Documents Setup Support SuiteSocial Sales Knowledge Base Record Types Show Inactives EDIT FROM BUNDLE D ee were er ee ger Estimated Labor Costs 26522 customrecord_est_lab Exactor Account Data customrecordexactor_record Exactor Query Buffer customrecordexactor_query_buff Exactor SuiteApp System Data customrecordexactor_plugin_sys data Exclude Tracked Field customrecord_exclude_track_field Open the first record type EXACTOR Account Data and navigate to the Permissions tab 1 November 2014 EXACTOR CONFIDENTIAL Page 21 User GUIDE NovEMBER 2014 exactor USER GUIDE NOVEMBER 2019 EA Your Sales Tax Solution Here you will be able to grant any role listed 1 the corresponding level of permission 2 to use the EXACTOR NetSuite SuiteApp None View Create Edit or Full range of permissions T activities Payments Transactions Lists Reports Customization Documents Se
32. n status Exactor last transaction Exactor last commit id Exactor Settings Tax Calculation Status Exactor Tax Calculation Settings Tax calculation Exactor Checksum custbodyexactor_tax_amount custbodytax caluclation status custbodyexactorlasttransactionid custbodyexactorlastcommitid custbodyexactor settings custbodytax caluclation status view custbodyexactor calculation settings custbodyexactortax button custbodyexactor checksum Hide on Existing Custom Forms Hide on Existing Custom Forms Hide on Existing Custom Forms Hide on Existing Custom Forms Hide on Existing Custom Forms Hide on Existing Custom Forms Hide on Existing Custom Forms Hide on Existing Custom Forms Hide on Existing Custom Forms custbodyexactor tax amount custbodytax caluclation status 2 custbodyexactorlasttransactionid 3 custbodyexactorlastcommitid 3 custbodyexactor settings custbodytax caluclation status view 2 custbodyexactor calculation settings custbodyexactortax button custbodyexactor checksum o A pop up window may prompt a user to confirm the installation Click OK to start the installation process gt Once the installation has been started you will see the status Pending highlighted in red in the Installed Bundles form The installation process may take up to 5 minutes Refresh the page from time to time to check the installation progress dx Installed Bundles lt lt De ACTION NA
33. omization Support Suite Social Fixed Assets Demo Framework Knowlec Installed Bundles Ku ne ACTION NAME a BUNDLE ID VERSION MANAGED ABSTRACT DOCUMENTATION special items to determine cost of production and to give the suggested selling price Poss Event Google View locations of today s appointments in Google Maps Documentation SDG Maps Integration in a portlet in the dashboard Ramsey Consolidatedinv GoogleMap Consignment Case Schedr LM Data Collect all TSTORV625204 Exactor Tax y Sales tax compliance module for i calculating sales tax Documentation Exactor Production TSTDRV1166811 Provider with any NetSuite form and ii generating and filing Update sales tax returns In all US jurisdictions state and local Uninstall FIFO LIFO Cost SDG Ramsey Inc WD FIFO LIFO Cost Layer Paul Layer Blancaflor TSTDRV920370 Pep Fixed Assets 00 Fixed Assets Management provides automatic asset Documentation Netsuite Platform Solutions Group Fixed Assets Management Management a creation multiple and user definable depreciation 2 0 3564128 methods and full integration to NetSuite Allows small November 2014 EXACTOR CONFIDENTIAL Page 4 User GUIDE NOVEMBER 2014 exactor Your Sales Tax Solution gt You will be redirected to the Preview Bundle Update page To trigger the updating process click on the Update Bundle button d activities Payments BoxFiles Transactions Lists Report
34. otal handlingcost shipgroup shippingcost shipcarrier Read Write taxtotal taxamountoverride total taxrate taxitem istaxable exactor Your Sales Tax Solution November 2014 EXACTOR CONFIDENTIAL Page 24 EXACTOR NETSUITE SUITEAPP USER GUIDE NOVEMBER 2014 EO C for EE Ncc EXACTOR NetSuite SuiteApp adds several fields to the transaction body Below you can find the full list as well as a brief description e custbodyexactor_settings special User Event scripts prepopulates it with Exactor account settings custbodyexactorlasttransactionid field which stores last calculation transaction ID custbodyexactorlastcommitid field which stores last commit transaction ID custbodytax_calculation_status field indicates tax calculation status in Edit mode custbodytax_calculation_status_view field indicates tax calculation status in View mode custbodyexactortax_button reserved field e custbodyexactor_checksum reserved field Special Deployment Notes EXACTOR NetSuite SuiteApp provides several deployments of User Event scripts for transaction forms Since tax calculation requires the most updated data for correct and accurate information our script needs to be run LAST Therefore we strongly recommend to keep our deployments last in the execution order Here is a list of such deployments customdeployexactor_event_cash_sale customdeployexactor_event_credit_memo customdeployexactor_event_invoice customd
35. ott USA CA USA co USD 525 00 40 01 565 01 de765f07 3dc0 4c1 f ace4 1a9850ccc859 View Edit 2014 11 03 2014 11 03 INV10000066 INV10000066 Aaron Abbott USA CA USA co USD 525 00 40 01 565 01 cfa3a184 df79 4667 ae18 083a92461fc6 View Edit 2014 11 03 2014 11 03 INV10000065 INV10000065 Aaron Abbott USA CA USA CO 1 029 99 78 49 1 108 48 b3a4e911 5828 4f40 8fSc a2e30f85027d View Edit gt By clicking Delete the order will be cancelled and the taxes will be reversed A matching credit will be written into the EXACTOR SYSTEM November 2014 EXACTOR CONFIDENTIAL Page 20 USER GUIDE NOVEMBER 2014 exactor GRANTING PERMISSIONS TO USE EXACTOR SUITEAPP TO NETSUITE USERS Once the ExacTor NetSuite SuiteApp is installed and set up it is necessary to grant the corresponding permissions to use the SuiteApp to all the users roles who are going to work with tax calculations To grant the grant these permissions navigate to 3 Customization tab 1 gt Lists Records and Fields 2 gt Record Types 3 N L E e a L ST a Customization Meise GO GT Ed Customization Overview Home Lists Records amp Fields Lists Forms Record Types 53 Opportunities to Close i riene Scripting Entity Fields 3 Customers to Renew Orde 50 11 SuiteBundles to Update Centers and Tabs CRM Fields Plug ins Item Fields NOKATOR QuickSearch 0 E Thus Period Last Period 5 4 H ee se Transaction Colum
36. rforming the tax calculation function In other words taxes are calculated only when the Calculate button is clicked and the invoice is saved https merchant exactor com account invoice show txid b3a4e911 5828 4f40 8f8c a2e80f85027d Committed Sales Transaction Transaction ID b3a4e911 5828 4f40 8f8c a2e80f85027d PO Number INV10000065 Bill To Aaron Abbott Ship From Exactor Ship To Aaron Abbott Invoice Number INV10000065 1500 S BROADWAY 100 S RODEO DR 1500 S BROADWAY j DENVER CO 80210 2608 BEVERLY HILLS CA 90212 2403 DENVER CO 80210 2608 Sale Date 11 03 2014 USA USA USA Commit Date 11 03 2014 Transaction Type Sale Currency Code USD Exemption Id Aaron Abbott No SKU EUC Description Quantity haba beta Nexus Exemption Tax Details i Alt Ship From 1 504 Merlin 4412D The most powerful 2 0 650 00 49 53 Yes No 18 85 CO STATE TAX 01 San Francisco features avail in a 12 button display 23 53 CO CITY TAX DENVER 1500 E 3RD AVE phone 6 50 CO DISTRICT TAX REGIONAL SAN MATEO CA TRANSPORTATION DISTRICT 94401 2112 USA 0 65 CO DISTRICT TAX SCIENTIFIC AND CULTURAL FACILITIES DISTRICT 2 505EUC 09020201A great phone with 24 programmable i 379 99 28 96 Yes No 11 02 CO STATE TAX 01 San Francisco feature buttons 13 76 CO CITY TAX DENVER 1500 E 3RD AVE 3 80 CO DISTRICT TAX REGIONAL SAN MATEO CA TRANSPORTATION DISTRICT 94401 2112 USA 0 38 CO DISTRICT TAX SCIENTIFIC AND CULTURAL FACILITIES DIS
37. s Documents Setup Customization Support SuiteSocial Fixed Assets Demo Framework Knowledge Base Preview Bundle Update A D Name Exactor Tax Provider Current Version 2 01 New Version 2 01 BUNDLE CONTENTS SCRIPT ID Custom Fields Transaction Body Fields Exactor Tax Amount custbodyexactor_tax_amount custbodyexactor_tax_amount Tax calculation status custbodytax_caluclation_status custbodytax_caluclation_status Exactor last transaction custbodyexactorlasttransactionid custbodyexactorlasttransactionid Exactor last commit id custbodyexactorlastcommitid custbodyexactorlastcommitid Exactor Settings custbodyexactor settings custbodyexactor settings Tax Calculation Status custbodytax caluclation status view custbodytax caluclation status view Exactor Tax Calculation Settings custbodyexactor calculation settings custbodyexactor calculation settings Tax calculation custbodyexactortax button custbodyexactortax button Exactor Checksum custbodyexactor checksum custbodyexactor checksum o A pop up window will prompt a user to confirm the bundle update Click OK to start the process of updating gt Once the updating has been started you will see the status Pending highlighted in red in the Installed Bundles from The updating process may take up to 5 minutes Refresh the page from time to time to check the updating progress activities Payments BoxFiles Transactions Lists Reports Documents Setup Customization Support SuiteSoci
38. target Learn more Custom Create Statement Charges For more information see d Activities Payments Box Files Transactions Lists Reports Documents Setup Customization Support SuiteSocial Fixed Assets Demo Framework Knowledge Base i Sales Orders DRA Edit _ QUICK SORT v EDIT VIEW INTERNAL ID DATE PRINT NUMBER NAME PO CHECK NUMBER STATUS TRACKING NUMBERS CURRENCY AMOUNT FOREIGN CURRENCY AMOUNT Edit View 1212 7 3 2014 Print SLS00000179 Smith Inc Billed USA 1 368 88 1 368 88 Edit View 1274 7 3 2014 Print SLS00000181 Williams Electronics and Billed USA 2 410 00 2 410 00 Communications Edit View 1282 7 3 2014 Print SL500000182 Franklin Photography Billed USA 11 101 00 11 101 00 Edit View 1198 7 1 2014 Print SL500000178 Acme Systems Incorporated Billed USA 2 407 00 2 407 00 Edit View 1165 6 30 2014 Print SLS00000174 Spectrum Eye Billed USA 7 334 18 7 334 18 Choose the specific order that needs to be refunded and click Edit under More Actions menu select Delete Committed Transactions Commit Date Range v November 2014 v From 11 01 2014 9 To 11 03 2014 3 Refresh H Delete Selected G ref nd Selected 11 03 2014 Change Commit Date Selected 11 03 2014 3 Commit Date Sale Date PO Invoice Customer Name From From ToCo ToState TxType Currency Gross Amo Total Tax Total Amount Transaction ID Action 2014 11 03 2014 11 03 INV10000066 INV10000066 Aaron Abb
39. tem ID Vendor name Shopzilla ID UPC code or a Custom filed for tax calculations allowing you to group the products at your convenience To select the product grouping navigate to your NetSuite Admin Panel and select gt Setup tab 1 gt Company 2 gt EXACTOR Account Setup 3 U NETSUITE IRGENERATIONN Search Q Q Activities Payments Transactions Lists Reports Customization Documen Setup Fixed Assets SuiteSocial Support Retail Analytics Setup Manager Home Company p SSIFICATION Accounting Subsidiaries E Opportunities to cose a Deparment Customers to Renew Ord Invento Reve E em Y i Marketing Stores 11 re ae apes Update aa 50 070 ga V A a 5 413 ENES hat E Sn ts Vi ET NetSuite Support Login Adam Scott a Adam Scott Check 5 rocks 3 Exactor Account Setup As previously described in the Exactor Account Setup form you will need to choose the SKU code source from the drop down list Your choice will determine which item information type will be used for the tax calculations by the ExAcToR NetSuite SuiteApp TL NETSUITE IRGENERATIONN Q d DN Activities Payments Transactions Lists Documents Setup Fixed Assets SuiteSocial Support Retail Analytics Exactor Account Setup Reset fields Copy address from settings EI Exactor account ACCOUNT SKU CODE SOURCE 10001035 USER NAME Vendor name Item Id EXEMPTION ID CONTROL Shopzilla Id Custom field as SKU sour
40. tup Support SuiteSocial Sales Knowledge Base Custom Record Type Exactor Account Data Cancel Reset Change ID Actions Fields Subtabs Sublists Icone Numberinge Forms Online Forms Links Managers Translatione Child Records Parent Records History System Notes ROLE RESTRICT DEFAULT FORM RESTRICT FORM SEARCH FORM SEARCH RESULTS LIST VIEW Exactor View Role Standard Exactor Account Data Form Add Row Save Cancel Actions gt If any of the needed roles in missing in the list you may select it from the drop down list PN Activities Payments Transactions Lists Reports Customization Documents Setup Support SuiteSocial Sales Knowledge Base Custom Record Type Exactor Account Data Cancel Reset Change ID Actions Fields Subtabse Sublists Icone Numberinge Forms Online Forms Permissions Links Managers Translation Child Records Parent Records History Sys ROLE LEVEL RESTRICT DEFAULT FORM RESTRICT FORM SEARCH FORM SEARCH RESULTS Exactor Transaction Processing Exactor Vlew Role Standard Exactor Account Data Form Remove 01 Senior Executive 02 Engineering J 03 Inside Sales Change ID Actions 04 VP Sales 05 Purchasing 06 Manufacturing You will need to repeat the actions described above for all the three EXACTOR Record Types and for every role of the NetSuite system Once a new role is added to the system the corresponding level o
41. ulation and because the invoice and sales orders communicate with the EXACTOR SYSTEM the EXAcTOoR NetSuite SuiteApp generates tax returns without having to transfer data from one system to another More detailed information about the EXACTOR Sales Tax Compliance Service including Account Setup Account Management Reports and Filing Returns are outlined in the EXACTOR User Guide available for download from the Support tab within the EXAcTOR Merchant Module Website NOTE This manual outlines most typical NetSuite scenarios and is not intended to detail all possible NetSuite configurations The EXACTOR NetSuite SuiteApp is compatible with the following platforms e NetSuite e NetSuite OneWorld e NetSuite SuiteCommerce For information about other Exactor NetSuite transaction tools the user should contact their Exactor Account Manager November 2014 EXACTOR CONFIDENTIAL Page 1 User GUIDE NOVEMBER 2014 exactor USER GUIDE NOVEMBER 2014 eaaa EA Your Sales Tax Solution GETTING STARTED WITH EXACTOR The EXACTOR NetSuite SuiteApp is distributed as a bundle accessed through the NetSuite repository It requires searching installing configuring the ExAcToR SuiteApp with the NetSuite application and finally setting up the SuiteApp in the ExAcTor Merchant Module Website The EXAcTOR NetSuite SuiteApp also requires occasional updating This section of the User Guide takes the user through these processes step by step
42. unyadeudiaeneabinearedansavniedieieienbienein 17 Creating Invoice Sales Order seeessseeseseerreserrereereeserrereerreserressereeserrersereeserressereessrrenserteserreseereesereeneereesereeser 17 TENNENE 19 Cancelling a Purchase Refunding the TAXES ecccccssscessssessscessscessscessscessscenseceesscessecessssensecensecensesenseeenseens 19 GRANTING PERMISSIONS TO USE EXACTOR SUITEAPP TO NETSUITE USERS 21 NETSUITE FEATURES IMPACTED BY EXACTOR SUITE APP esevvnnvrnnnvennvrnnnvvnnvvnnnvennvvnnnvennneen 23 NOTES FOR ADMINISTRATORS ecernenvennevvennnvennnvnennnnennunnennnnennunnennnnennennennnnnnnunnennunnnnnnnennunennuunennunnennunene 24 OED 24 SPECIAL DEPLOYMENT NOTES NG 25 INTEGRATION WITH SITEBUILDER sa 25 SPECIAL NOTES FOR NETSUITE ONEWORLD eevenenenvnvnvnvnvnvnvnvnnnvnvnvnvnnnnnnnvnnnnnnnenennnenennnenenenenenenenenenenenenenenenenenenenenenenenenenenenenenenene 25 November 2014 EXACTOR CONFIDENTIAL User GUIDE NOVEMBER 2014 exactor Your Sales Tax Solution EXACTOR NETSUITE SYSTEM DESCRIPTION This EXAcTOR NetSuite SuiteApp was developed to enable businesses to incorporate and benefit from the EXACTOR sales tax compliance service from within their NetSuite invoices and sales orders Once it is installed and setup users do not need to perform any additional functions to obtain sales taxes The taxes are calculated and seamlessly displayed in all transaction forms which require Sales Tax calc
43. xed Assets Demo Framework DUE DATE 12 3 2014 DEPARTMENT Marketing PO 156 CUSTOM FORM Z HM Invoice Form Knowledge Base SUBTOTAL TRANSACTION DISCOUNT TAX TOTAL SHIPPING COST HANDLING COST GIFT CERTIFICATE TOTAL Items 1 029 99 Billable tems 0 00 Bilable Expenses 0 00 _ Billable Time 0 00 Add Multiple Upsell Items Clear All Lines PRICE INVENTORY TAX CODE RELATED PICTURE LEVEL 2 RATE ITEM DESCRIPTION PRICE AMOUNT LOCATION OPTIONS DETAIL CLASS ASSET FRAME in 44 ili ACC00004 Merlin 12D The most powerful features avail in a 12 List Price 325 00 650 00 01 Sari Eii button display phone Francisco 01 S ACC00005 great phone with 24 programmable feature buttons List Price 379 99 379 99 s re Exactor NOTE The SuiteApp IS integrated only into the transactions that require tax calculation The transaction forms marked with will not send a Commit request to EXACTOR and will not show in the Committed Transaction Report but will appear in the Tax Calculation report Cash Refund Cash Sale Credit Memo Invoice Quote Return Authorization Sales Order VVVVVVY November 2014 EXACTOR CONFIDENTIAL Page 18 User GUIDE NOVEMBER 2014 exactor USER GUIDE NOVEMBER 2014 mA Your Sales Tax Solution Tracking the Taxes Calculated In order to make sure that taxes are calculated on the entire invoice EXACTOR waits until after the invoice entries are complete before pe
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