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Can you filter transactions by state in Netsuite?

  1. Last updated
    01:21, 20 Jun 2016
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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