Can you filter transactions by state in Netsuite?
Overview
I would like to filter out transactions for specific states from coming to Avatax from Netsuite.
Environment
Avalara Avatax
Netsuite
Resolution
- There is currently no state filter in Netsuite to filter transactions by state.
- As a work around you can change the tax item at the customer record to something other than AVATAX.
- Go to Lists -> Relationships -> Customer
- Edit the customer in question
- Go to the Financial tab
- Under Tax Information -> Change the Tax Item away from Avatax
- This is the default path due to the customization of Netsuite this might be different for your environment