Netsuite Set Up

Application Version

• Ensure the Application is up to date with the latest version.

Setup the Netsuite Location

• Make sure a location exists in Netsuite
  • May need to set both Subsidiary and Parent Location

Connecting Zr Ware to Netsuite

• Netsuite > Company Setup > Company, Note the Company URL and the Account ID
• Netsuite > Company Setup > Integrations > Enable Token Based Authentication. Get the Client Id and Client Secret
• As an Administrator User, go to Netsuite > Home > Bottom Left > Manage Access Tokens > New Access Token
• From Zr Ware > Admin > Netsuite Setup enter all the information gathered in the previous steps and connect

Run Script to not sync past data

• An engineer will run a script to ensure that past invoice/payment data is NOT sent over to Netsuite

Netsuite Company

From Company Setup > Company > Departments 

• Create a Department for each Department as listed under Zr Ware > Admin > Organizations

From Company Setup > Company > Classifications 

• Create a Classification for each Organization Product Category as listed under Zr Ware > Admin > Organizations > Product Categories.

Netsuite Accounting

From Netsuite Company Setup > Accounting do the following:

• Create a Nexus for each state
• Ensure a Tax Code exists for that state. Note the tax rate here is arbitrary because Zr Ware will override the tax rate on each invoice using the tax rates in Zr Ware itself. Staci wanted us to use the Tax rate of 0 to help ensure we only use the tax Zr Ware sends.
• Ensure a Non-Taxable and a Taxable Schedule exists. For new accounts you may need to create the Taxable Schedule.
• Update the Taxable/Non-taxable Tax Schedules to ensure that states represented by the nexuses are taxable/non-taxable, respectively
• Ensure an "Undefined" Chart of account exists with that name exactly.
• Under Accounting List: Ensure that all payment methods exist as enabled in Zr Ware > Admin > Payment Methods.

From Netsuite Company Setup > Company > Departments create a department for each department that exists in Zr Ware > Admin > Organization > Departments

From Netsuite Company Setup > Company > Classifications create a classification for each organization product category that exists in Zr Ware > Admin > Organization > Product Categories

Netsuite Configuration

• There was some setting that can be turned on that allows us to set the Invoice Document Numbers using the Zr Ware invoice numbers instead of using a default generated value from Netsuite.
  • If this is not on, Zr Ware will fail to create the invoice because Netsuite will say that field is generated field and cannot be set.

Zr Ware > Company Settings

• Ensure there is a "Short Name" defined in Admin > Company so that invoice numbers and product names are unique.

Zr Ware > Netsuite Setup

• After the initial connection has been established, on view of this page, ensure to map all the settings to the Netsuite equivalent
  • Subsidiary
  • Location
  • Tax Codes, etc.
  • Note for Taxable Schedule Id, use the value of 2
  • Non Taxable Schedule Id, use the value of 1
    • Technically this could vary by environment depending on if existing Tax Schedules exist or not
  • etc.

Note: when the Netsuite setup is saved, all Zr Ware items will be flagged to be sent over to Netsuite and update with the specified mapping as defined on this view. In other words, if you make a one-off tweak to a chart of account in Netsuite but then a setting is updated here, Zr Ware will update the Netsuite item with the department and classification as specified in this configuration.

Finally, syncs may be performed from the Admin > Company > Netsuite Sync view.