Tax Line Mapping Group
Use the Tax Line mapping group to map information from the tax location record associated with the tax rate record associated with the receipt in the SuiteProjects Pro expense report with information on the line items on the NetSuite expense report transaction record. The Tax Line mapping group is used only when the following conditions are all met:
-
The Enable tax export on Expense reports box is checked on the Expense Reports (Expense Reports) export workflow settings form.
-
Your SuiteProjects Pro account is configured to use tax locations on receipts or expense items to calculate tax.
-
The NetSuite Tax Nexus Type [
netsuite_tax_nexus] custom field on the demographic form for the employee associated with the expense report in SuiteProjects Pro is set toCanadaorVAT. For United States nexuses, tax breakout information on expense lines is not supported in NetSuite — the expense line Amount should include tax.
For more information about setting up the export of tax information with expense reports, see Enable tax export on expense reports.
Review the following guidelines:
-
This mapping group cannot be used to map information from the tax location record with information on the line items on the NetSuite vendor bill transaction record. It can only be used to map receipt tax information when exporting expense reports from SuiteProjects Pro to NetSuite as expense reports.
-
If you add custom mapping definitions in the Tax Line mapping group tab for the NetSuite fields that are also mapped in the Expense Line mapping group tab, the field mapping definition in the Expense Line mapping group tab takes precedence, any value set for that NetSuite field using the Expense Line field mapping definition overrides the value set for that NetSuite field using the Tax Line field mapping definition.
For reference information and best practice guidelines, review the following topics:
-
References — Overview of record types in SuiteProjects Pro and NetSuite with links to the relevant reference material for information about fields available for mapping.
-
Default Field Mappings — Overview of default field mapping definitions including notes and best practice guidelines where relevant. Information exported by default includes.
-
Additional Field Mappings — There are no specific best practice guidelines for custom field mapping definitions. The mapping group does not support custom pullback field mappings, retrieving information from the line item in NetSuite back into SuiteProjects Pro.
References
The following table gives reference information about the records and fields available for custom field mapping definition with links to the relevant reference material. See also Schema Reference Documentation.
|
NetSuite Record type [ |
SuiteProjects Pro Record Type [ |
Mapping Group [ |
|---|---|---|
|
Expense Report Expense Line Item [ Schema: ExpenseReportExpense (2020.1)|ExpenseReportExpense (2023.1) |
Tax location [ Data Dictionary: tax_location |
Tax Line [ |
Default Field Mappings
The following table describes the default field mapping definitions for the Tax Line mapping group tab.
|
NetSuite Field |
D |
SuiteProjects Pro Field |
Notes |
|---|---|---|---|
|
|
|
|
The internal ID of the tax code or tax group in NetSuite corresponding to the tax location associated with the tax rate associated with the receipt in SuiteProjects Pro. |
Additional Field Mappings
Review the following guidelines
-
You should contact your SuiteProjects Pro Professional Services representative if you need to make changes to your integration configuration and field mapping definitions.
-
For advanced mapping usage and best practice guidelines, see Advanced Field Mapping Definition.
-
Familiarize yourself with the NetSuite and SuiteProjects Pro technical documentation before attempting to set field mapping definitions using the advanced notation — See Schema Reference Documentation.
No specific guidelines