How do I change the customer code in Netsuite?
Overview
You are using Avalara exemptions or CertCapture but notice tax still applied to a transaction. You want to know how to change the customer code in NetSuite?
Environment
NetSuite
Resolution
In AvaTax, the CustomerCode on both the transaction and exemption certificate must match for the exemption to work.
- In NetSuite, go to Avalara > Setup > Configure Avalara
- Click 'General' tab, there will be a drop down where you can choose from a list what the Customer Code will be.
- Most customers select Customer Internal ID or Customer ID.