SuiteSuccess India Financials First Premium Bundle Deployment Guide

Bundle Deployment Overview

This document is designed as a guide for the deployment of the India Financials First Premium Edition also
known as IN FF PRM. Any deviations from this sequence will result in an incomplete installation.

IMPORTANT NOTES:

It is critical to follow the installation sequence exactly as laid out in this guide

Do not uninstall any bundles

Complete all tasks from the Administrator role unless otherwise noted

Finish edition bundle Installation prior to creating subsidiaries

Read the Getting Started Session Presentation before beginning the edition bundle installation process

Install Add-Ons after completing the edition bundle installation process

Support

To report issues related to SuiteSuccess during the implementation contact SuiteSuccess team by following
the steps below.
Oracle|NetSuite Employees

Contact NetSuite SuiteSuccess by submitting a UTS Ticket. From NSCORP:
Navigate to: Support  Custom  Unified Ticketing System  New  SuiteSuccess
Implementation Partners
Contact Customer Support for bundle Installation issue resolution (Core/PSG) or any “How to”
Questions” related to SuiteSuccess
Create UTS Ticket (through Partner Central) for SuiteSuccess bundle provisioning, SuiteSuccess
bundle installation Issues (SuiteSuccess/SuiteSolution), feedback/enhancement requests, and
general questions
Bundle Installation Prerequisites

Bundle Installation Prerequisites

Enable Features Terms of Service (TOS)
Specific edition features require the acceptance of Terms of Service. As part of the “Getting Started
Sessions”. Instruct the Customer to accept the applicable TOS for the edition specific features by following
the steps below.
NOTES:
 For legal purposes, the customer must click the accept buttons themselves within their own user account. An Oracle NetSuite employee cannot accept the Terms of Service.
 Some of the features listed below may already be enabled before bundle installation. In the Administrator role navigate to Setup

 Company

 Enable Features

FEATURE, SETUP TAB , NOTES
Currency Exchange Rate Integration , Company , Applicable only if multiple currencies will be used
Electronic Funds Transfer Transactions
ACH Transactions Transactions
Marketing Automation CRM Applicable only if this feature is used
Mail Merge CRM Applicable only if this feature is used
Item Options SuiteCloud
Custom Records SuiteCloud
Advanced PDF/HTML Templates SuiteCloud
Remove Personal Information SuiteCloud
Client SuiteScript SuiteCloud
Server SuiteScript SuiteCloud
SuiteFlow SuiteCloud
Custom GL Lines SuiteCloud
Custom Transactions SuiteCloud Required for Fixed Assets Management.
Custom Segments SuiteCloud
SOAP Web Services SuiteCloud
Bill Costs to Customers Transactions You must enable this feature in order to enable SuiteTax.

SuiteTax

Please note you cannot disable this feature once you enable it. Please read additional instructions below regarding additional steps when enabling
this feature. SuiteTax is a hidden feature by default on all newly provisioned accounts. Please refer to the SuiteTax documentation on how to get it provisioned to a new account.

Disable Free-Form States in Addresses Preference

SuiteTax Consideration: The value in the State, Province, and County field of the address is used to determine the correct Place of Supply and Inter/Intra-State tax for India GST. Please make sure to disable
the Allow Free-Form States in Addresses preference in General Preferences (Setup>Company>General Preferences) before setting India GST to prevent any errors during calculation of tax.

Bundle Request Process

PSG Shared Bundle Request Process

Determine if all bundles are available for installation prior to proceeding with the Bundle Installation
Process. All PSG bundles properly listed on the NetSuite Customer Sales Order should already be
shared with the customer’s account. If there are any missing PSG Bundles, they can be located by
following the steps below.

Determine if they are Shared or Public by referring to the Bundle List table below:
 PSG Public bundles can be downloaded immediately
 PSG Shared bundles require provisioning, follow the instruction below
o Oracle NetSuite Employees: Submit a PSG ticket to request Shared bundles, from
NSCORP Navigate to: Customers Other Lists Bundle Provisioning
o NetSuite Partners: Submit a NetSuite Support Case requesting access to the bundle.
For instructions on support cases, see SuiteAnswers ID 11095

SuiteSuccess Bundle Request Process

Ensure the required bundles are available for the Customer sessions, by requesting SuiteSuccess
Bundles as soon as possible and prior to meeting with customer by following the steps below.
 Oracle NetSuite Employees: Follow the Bundle Request Process located in the SuiteSuccess Asset Site

o Near the bottom of the page, in the Additional Resources section, select Bundle
Deployment Guides & Instructions which links to the document library
o From the document library select the file:
SuiteSuccess_Bundle_Request_Process_NETSUITE_PS
 NetSuite Partners: Follow the Bundle Request Process located in the Published General
Assets Folder in the Partner Program OneDrive Asset Portal. Authorized partners have
access to this folder
o From the Partner Program OneDrive Asset select the file:
SuiteSuccess_Bundle_Request_Process_PARTNERS

SuiteSolution Bundle Request Process

SuiteSolutions are included in this edition, request SuiteSolution bundle(s) as soon as possible by
submitting a UTS ticket from NSCORP by following the steps below.
Navigate to Support Custom Unified Ticketing System  UTS SuiteSuccess
Uninstall NetSuite One Implementation Bundle
NOTE: If this bundle has already been installed, it must be uninstalled before proceeding.
Due to reported Dashboard deployment issues, the NetSuite One Implementation Bundle must be
installed after all edition bundles are installed. Prior to beginning the bundle installation process determine if
the NetSuite One Implementation Bundle has been installed by verifying Installed Bundles page and
uninstall the bundle by following the steps below.
In the Administrator role navigate to Customization  SuiteBundler  Search & Install Bundles List

To uninstall the NetSuite One Implementation Bundle, click the icon and select uninstall

Solution Bundles Installation

Specific bundles require the acceptance of Terms of Service. Prior to bundle installation, instruct the
Customer to accept the applicable TOS for the required bundles by following the steps below.
In the Administrator role navigate the customer to Customization  SuiteBundler  Search and Install
Bundle
NOTE: For legal purposes, the customer must click the accept button themselves within their
own user account. An Oracle NetSuite employee cannot accept the Terms of Service

Read ALL of the notes in the Bundle List prior to bundle installation.

Install each bundle in the sequence displayed below, starting with 1. Ensure each bundle installs
successfully before moving on to the next bundle.
Do NOT skip any bundles for any reason. The listed bundles are all required to complete the
successful installation of the SuiteSuccess Edition, even if the Customer chooses not to use the
functionality.
Installation Errors:
If any bundle installation fails, uninstall the bundle and clear the browser’s cache. Attempt to
reinstall the bundle and/or use a different browser.
If installation errors persist, follow the Support procedures at the beginning of this document.
Provide as much information as possible about the error, the bundle, the account, etc.
Missing Bundles:
If any bundles are not available to install, clear the browser’s cache and/or try using a different
browser to search for the bundle.
Try different Keywords, as sometimes bundle names are updated.
If SuiteSuccess bundles are still missing, they may not have been shared with the customer’s
account. Refer to the SuiteSuccess Bundle Request Process above to request these bundles.
If PSG Shared bundles are missing, refer to the SuiteSuccess Bundle Request Process above to
request these bundles.
Do NOT uninstall any bundles listed in this document. The listed bundles are all required to
complete this SuiteSuccess Edition, even if the Customer chooses not to use the functionality.
Install additional bundles after completion of the bundles listed in this document. This includes add- on functionality that might have been purchased by the Customer.

Additional Bundles : NetSuite One Implementation Bundle
The NetSuite One Implementation Bundle is required for all Oracle|Netstuite Professional Services
implementations and can be installed after installation of all bundles listed in the Bundle List above have
been installed successfully by following the steps below:
In the Administrator role navigate to Customization  SuiteBundler  Search and Install Bundles
Search for and install NetSuite One Implementation Bundle

Add-On Bundles

Bundles that are not part of this SuiteSuccess Edition (Add Ons) are available for purchase at additional
cost to the Customer. These bundles or other additional bundles must be installed after successful
installation of all bundles listed in the Bundle List

IN FF PRM Edition Setup

Subsidiary Set Up
Customer Subsidiaries must be setup prior to Role & Dashboard. Create Customer subsidiaries prior to
Role & Dashboard set-up by following the steps below.
In the Administrator role navigate to Setup  Company  Subsidiaries  New

Create the Subsidiary

SuiteTax Consideration: Please be sure to enter the following fields on the subsidiary record. The following
fields are required for Tax Deduction at Source (TDS) calculation

SuiteTax Consideration: Please be sure to assign the appropriate tax registration on the subsidiary record.
To add a tax registration:

In the Country field, select India.
Select a nexus. Only nexuses for the selected country are available in the list.
The Tax Agency field is automatically filled in using the value saved on the nexus record.
For more information, see the help topic Setting Up Nexuses in SuiteTax.
In the Tax Reg. Number field, enter the Goods and Services Tax Identification Number (GSTIN) to use
for this nexus (maximum of 15 alphanumeric characters). GSTIN is a unique identification number assigned
to businesses registered under GST and can be verified on the GST online portal.
In the Tax Engine field, select NetSuite India SuiteTax Engine.
Specify a period range within which this nexus is valid for the subsidiary.

In the Effective From field, select a date from which this nexus is in effect for this Subsidiary.
In the Valid Until field, select a date from which this nexus is no longer valid. You can leave this field
blank to indicate that there is no end to the validity of this nexus for the subsidiary. The only time you are
required to enter a date in this field is if this subsidiary is no longer registered for tax in this nexus, or the
fiscal structure changed.

In the Registration Type field, select the subsidiary’s type of GST registration:

Regular – Select this type if the subsidiary is registered under GST and has a GSTIN.
Composite Dealer – Select this type if the subsidiary is registered under the composition scheme of
GST and has a GSTIN.
Workflows
This edition comes delivered with custom Workflows. Activate (Release) SuiteSuccess delivered workflows
as required by the Customer by following the steps below.
In the Administrator role navigate to Customization  Workflow  Workflows

From the Workflow list, click on the name of the Workflow
Click the “more” option and choose “Make Copy”
Return to the Workflow list and locate the new copy then click Edit
Change the name to reflect a customer specific title
Edit the Workflow accordingly
Set Release Status to “Released”
Click the Save button
Workflows delivered for IN FF PRM edition:

 IN PRM – Estimate Approval Routing
 IN PRM – Item Receipt Approval Routing

Roles & Dashboards
Roles from SuiteSuccess Bundles
This edition comes with delivered custom Roles. Customize the role and adjust permission levels as
required by the Customer following the steps below.
IMPORTANT NOTES:
 To see only the SuiteSuccess roles, set the filter for ‘From Bundles’ to the bundle ID of the
SuiteSuccess – Customization|IN FF PRM.
 Do Not Save the Role until the dashboard is selected. The dashboard cannot be selected or changed
after the role has been created.
 It is extremely important to follow the same steps below for each role.
 Be sure to assign the correct dashboard and do not save the role without selecting the Dashboard.
 If a role is created without a selected Dashboard, the role must be deleted abd re-created.
 A list of dashboards delivered with the SuiteSuccess – Customization| IN FF PRM bundle is available in
the Bundle Details on the Components tab.
In the Administrator role navigate to Setup  Users/Roles  Manage Roles

Locate the delivered SuiteSuccess role
Click Customize
Select applicable Subsidiaries for role to access
Provide a descriptive Name for the role
 Example: “[Customer Name] – Controller” where Customer Name is the company name of the
customer and Controller is the role
Assign a unique NetSuite ID
 Example: “_customer_controller” where Customer is the company name of the customer and
Controller is the role

Role(s) from Add-On Bundles

Some Add-On bundles will introduce new roles into the account. Customize the role(s) and adjust
permission levels as required by the Customer by following the process for customization of Roles & Dashboards above.

Navigation Portlet Set Up

This edition comes delivered with custom Navigation Portlets. Share the custom Navigation Portlets with the
newly created Customer roles by following the steps below.
NOTE: Follow this process for all roles.
In the Administrator, role navigate to Setup  Navigation Portlet  Roles Update
Target Role: This is the role created based on the default role that is part of SuiteSuccess
implementation. Example: [Customer] – Controller
Base Role: This is the default role that is part of the SuiteSuccess Edition. Example: IN FF PRM –
Controller

Dashboard Tiles Set Up

This edition comes delivered with custom Dashboard Tiles. Share the delivered Dashboard Tiles with the
newly created Customer roles by following the steps below.
NOTE: Follow this process for all roles.
In the Administrator role navigate to Setup  Dashboard Tiles  Roles Update
Target Role: This is the role created based on the default role that is part of SuiteSuccess
implementation. Example: [Customer] – Controller
Base Role: This is the default role that is part of the SuiteSuccess Edition. Example: IN FF PRM –
Controller

Center Tab Setup

This edition comes delivered with custom Center Tabs. Share the custom Center Tabs with the newly
created Customer roles by following the steps below.
In the Administrator role navigate to Customization

 Centers and Tabs

 Center Tabs

Filter by the bundle ID of SuiteSuccess – Customization IN FF PRM bundle to assign each new Role to the Center Tabs

Plug-In(s)

This edition comes delivered with custom Plug-Ins. Enable delivered Plug-In(s) by following the steps
below.
In the Administrator role navigate to Customization  Plug-Ins  Manage Plugins

Check the box for the Plug-In(s) to be enabled, check the NetSuite India SuiteTax Engine box.
Click the Save button

Setting Up the LUT or Bond Details

If you choose to process sales transactions for export without payment of tax, you must set up a LUT or
Bond Detail record. The LUT or Bond Detail record can then be applied to your sales transaction if the
Export Type is set to With LUT or Bond. You can select a LUT or Bond Detail record only if the sales
transaction is within effective range and with usable remaining LUT or Bond value.
To set up a LUT or Bond detail record:

Go to Setup > India Localization > GST Tax Rate Rules.
Click the LUT and Bond Details subtab.
Click New LUT or Bond Details.
In the LUT or Bond Number field, enter the LUT or Bond number that will be applied to the export
transaction.
In the LUT or Bond Value field, enter the LUT or Bond value that will be applied to the export
transaction.
In the Effective From field, enter the first date this tax rule will be applied to a transaction.
In the Valid Until field, enter the date this tax rule will no longer be applied to transactions.
Click Save.

Configuring E-Way Bill

Set E-Way Bill Threshold
Set up a threshold rule that will help identify which transactions are valid for E-Way Bill generation.
To set E-Way Bill Threshold for E-Way Bill generation:

Go to Setup > India Localization > Configuration.
Click the E-Way Bill subtab. Select your preferred E-Way Bill threshold:
In the E–Way Bill Threshold section, select your preferred threshold basis:

o Invoice Total Value – Choose this option if you want to use the sum of GST tax basis and
GST tax amount as the E-Way Bill generation threshold, regardless of its tax basis status
(normal or exempted).
o Taxable Value – Choose this option if you want to use GST normal rate tax basis as the E-
Way Bill threshold.
o Taxable and Exempted Value – Choose this option if you want to use GST tax basis as
the E-Way Bill threshold, regardless of its tax basis status (normal or exempted).

In the Threshold Amount field, enter the amount threshold. The amount must be based on your account’s
base currency.
In the Classification of Supply field, select where the threshold is classified.
In the Effective From column, enter the first date this threshold can be applied to transactions.
In the Valid Until column, enter the date this threshold can no longer be applied to transactions.
Click Save.

Configure Customer and Vendor Record for E-Way Bill

Configure customer or vendor record under India subsidiary for E-Way Bill generation. The entity’s default
address must have a valid State and PIN value for E-Way Bill details to be properly validated.
To configure a customer or vendor record for E-Way Bill:

Go to Lists > Relationships > Customer or Vendor.
Click the Edit link next to the customer or vendor record.
Click the Financials subtab.
Edit your default shipping or billing address.
In the State field, select a valid state value. If entity’s Registration Type is set to Overseas, select Other
Countries.
In the PIN field, enter the 6-digit numeric PIN code for your default address. If entity’s Registration Type
is set to Overseas, enter PIN as 999999.
Click Save.
*Please see the link below for the future updates if additional setup is required.
https://nlcorp.app.netsuite.com/app/help/helpcenter.nlfid=section_1548724767.html&whence=

India Localization Permissions

For more information, see Setting Up the India Localization SuiteTax Engine
The table below shows the minimum permissions required to use the India Localization SuiteTax Engine.
These permissions will need to be added to the following roles:

20 SUITESUCCESS INDIA FINANCIALS FIRST PREMIUM | Bundle Deployment Guide | 2.220.0
Copyright © 7/7/2020, Oracle and/or its affiliates | Confidential: Restricted
 IN FF STD – Finance Manager
 IN FF STD – Finance User
 IN FF STD – Purchasing Manager
 IN FF STD – Sales Manager

Assigning SuiteTax Reports Permissions to a Role

You can add SuiteTax Reports permissions to standard and custom roles. Only the STR permissions of the
administrator role are fixed and cannot be edited.
To assign SuiteTax Reports permissions to a standard or custom role:

In NetSuite, go to Setup > Tax Reporting > Manage SuiteTax Reports Roles.
On the SuiteTax Reports Roles page, click Assign SuiteTax Reports Permissions to Role.
On the Role dropdown list, select the role that you want to customize.
On the Level dropdown list, select the permission level that you want to assign to the following SuiteTax
Reports Permissions:
o Country Tax Report
o Tax Return Setup
o Tax Filing
o Country Tax Reports Preferences
Click Save
-Save and repeat the process for each role that needs this access.

Fixed Asset Management Bundle

Leading Practices for this SuiteSuccess edition indicate access to the Fixed Asset Management should be granted to the newly created customer version of the roles indicated below; however, more roles may be given access following personalization with the customer. Access is granted through permissions, preferences and center tab configuration following the steps below:

Fixed Asset General Preferences

In Administrator, role Navigate to Documents  Files  File Cabinet

Locate the Internal ID of the Fixed Asset Register Reports folder
 Search for Resource
 To the left of the folder name, locate and make note of the Internal ID
NOTE: If Internal IDs are not shown, Navigate to Home > Set Preferences, then check Show Internal IDs.
Then, go back to the resource folder to locate the ID.

Navigate back Fixed Assets > Setup > System Setup

Select the Reports tab
In the field “Folder to Use for Reporting”, enter the Internal ID previously recorded
Click the Submit button
In the General Subtab, check the following boxes:
 Post on Location Change
 Post on Class Change
 Post on Department Change
 Post to Next Open Period if AP is Locked
 Post to Next Open Period if AR is Locked
 Summarize Journals By – select “Asset Type”
Click the Save button

Center Tab Assignment

In the Administrator, role navigate to Customization  Centers and Tabs  Center Tabs

Select the Fixed Assets center tab with the Accounting Center type in the list
Click Edit
Under the Audience tab, grant access to the aforementioned Customer custom role(s) and the
SuiteSuccess Delivered Roles for the Fixed Asset Management bundle.

Click the Save button

Customize and Publish Fixed Asset Center Tab

Follow the steps below to Create and Publish Dashboards to the aforementioned “Customer” custom role(s) which require FAM access as listed earlier in this section. In order to accomplish the setup, give your
Employee record access to the SuiteSuccess delivered role(s). Log in with each SuiteSuccess delivered role to create the Fixed Assets Center Tab dashboard and then publish the latter to the “Customer” custom roles by following the steps below.
Granting Access to Roles for Center Tab publication
In the Administrator, role navigate to Lists  Employees  Employees

Edit your employee record
In the Access tab, grant access to the aforementioned SuiteSuccess delivered role(s)
Click Save button
Customize the Fixed Asset Management Subtab
While logged in as the aforementioned SuiteSuccess delivered role(s) navigate to the Fixed Assets tab
Select Personalize
From the Standard Content tab, ensure that the List portlet is shown on the dashboard
Navigate to the List portlet
Select Set Up
Choose “FAM Asset” in the list type field
Click the Save button
Publish the Fixed Asset Management Subtab
In the aforementioned locked SuiteSuccess Role Navigate to the Home dashboard.
In the Settings portlet, select Publish Dashboard
Name the dashboard custom “’Customer’ Role + FAM”
Navigate to Apply to Roles
Select the aforementioned “Customer” custom role(s)
Check the “Override Existing User’s Settings”
Navigate to Apply to Tabs
Select “Mark All”
Uncheck the following
 Vendor Dashboard
 Project Dashboard
 Customer Dashboard tabs
Click the Save button
NOTES:
 This process will need to be replicated for each role that requires access to the FAM Dashboard.
 Once the FAM Center Tab for each role has been completed log out and then back in with the
Administrator Role

SuiteSolutions

This edition comes with the following SuiteSolutions:

SuiteSolutions – Shared Vendor Bill
For Installation & Configuration of the each of the above SuiteSolution, follow the documentation located
within bundle itself. After the installation of the SuiteSolution Bundle, documentation for each bundle can be
accessed by following the steps below.
In the Administrator role navigate to Customizations > Search & Install Bundles > List
Questions or issues related to SuiteSolutions Bundle, should be submitted via a UTS ticket from NSCORP:
Navigate to Support  Custom  Unified Ticketing System  UTS  SuiteSuccess

PSG SuiteApps

This edition comes with the PSG SuiteApps as shown below.NetSuite SuiteApps License Client
For installation & configuration of each PSG SuiteApp, follow the documentation located in NetSuite Help.
Access NetSuite Help by navigating clicking on the Help icon within NetSuite.
Questions or issues with a PSG SuiteApp Bundle should be submitted via a Support Case with NetSuite
Support.

Saved Search and KPI Scorecard Updates

This edition is delivered with the saved search listed below, which must be duplicated and updated with
customer specific criteria obtained during the personalization sessions by following the steps below.
 Tax, Amortization, Interest & Depr’n Expense
 Total Expenses (excl Tax, Amortisation & Depr’n expense)
Update the Saved Searches
In the Administrator role Search for and Edit the Tax, Amortization, Interest & Depr’n expense Saved
Search

Go to the criteria subtab
Edit the Account filter to include the customer specific accounts as identified during the
personalization sessions.
Save the Saved Search using “Save As” “Customer” – Tax, Amortization, Interest & Depr’n
expense

Forms

This edition is delivered with Custom Forms. Customize the Forms as required by the Customer by
following the steps below.
From the Administrator role navigate to Customization > Forms > Entry or Transaction Forms

Open the existing SuiteSuccess form by selecting “Customize”
Change the name of the form
Click the “Save As” button to create the new form
NOTE: Customizing the SuiteSuccess provided form will preserve the original form. If desired, be sure to
mark any new forms as “Preferred”.
Transaction Forms and SuiteTax Considerations
Journal Entry
After you create the customer-specific Journal Entry form, select Edit on the Form
(Customization>Forms>Transaction Forms). Add a Field Group for Tax Information.
Navigate to the Screen Fields tab. Ensure the layout of the new fields added with SuiteTax matches the
below (make sure to select the Tax Information field group as applicable). Look at the Show and Mandatory
Columns, and the Display Type.

Vendor Bill Form

The Electronic Bank Payments bundle is delivered with custom fields which are required on the newly
created Customer Vendor Bill form. Add the following custom fields to the form by following the steps
below.
In the Administrator Role Navigate to Customizations  Forms  Transaction Forms

Click Edit for the newly created Vendor Bill Form
Select Customize (from the upper right hand of the form)
NOTE: This option will not be available until you have created a customer version of this form.
Customize Form
Select the EFT Subtab
Check Show for the following fields:
Preferred Entity Bank
Entity Bank Details
Make sure the tabs match as below:
Click Save

Navigate to the Field Groups tab and add a Field Group for India Tax Information.

Navigate to the Screen Fields tab, and the Main subtab. Ensure the layout of the new fields added with
SuiteTax matches the below. Look at the Show and Mandatory Columns, and the Display Type.
Navigate to the Screen Fields tab, and the Tax Details subtab. Ensure the layout of the new fields added with SuiteTax matches the below. Look at the Show and Mandatory Columns, and the Display Type.

Navigate to the Screen Fields tab, and the Custom subtab. Ensure the layout of the new fields added with SuiteTax matches the below. Look at the Show and Mandatory Columns, and the Display Type.

Navigate to the Screen Fields tab, and the Expenses subtab. Ensure the layout of the new fields added with SuiteTax matches the below.

Estimate

After you create the customer-specific Estimate form, select Edit on the Form
(Customization>Forms>Transaction Forms). Make sure the tabs match as below:

Navigate to the Field Groups tab and make sure the Accounting subtab matches as follows:

Navigate to the Screen Fields tab, and the Main subtab. Ensure the layout of the new fields added with
SuiteTax matches the below. Look at the Show and Mandatory Columns, and the Display Type.

Navigate to the Screen Fields tab, and the Custom subtab. Ensure the layout of the new fields added with SuiteTax matches the below. Look at the Show and Mandatory Columns, and the Display Type.

Navigate to the Screen Fields tab, and the Tax Details subtab. Ensure the layout of the new fields added with SuiteTax matches the below. Look at the Show and Mandatory Columns, and the Display Type.

Navigate to the Screen Fields tab, and the Tax Reporting subtab. Ensure the layout of the new fields added with SuiteTax matches the below. Look at the Show and Mandatory Columns, and the Display Type.

Sales Order

After you create the customer specific Sales Order form, select Edit on the Form
(Customization>Forms>Transaction Forms). Make sure the tabs match as below:

Navigate to the Field Groups subtab and make sure the Accounting subtab looks like the below:
Navigate to the Screen Fields tab, and the Main subtab. Ensure the layout of the new fields added with
SuiteTax matches the below. Look at the Show and Mandatory Columns, and the Display Type.
Navigate to the Screen Fields tab, and the Tax Details subtab. Ensure the layout of the new fields added with SuiteTax matches the below. Look at the Show and Mandatory Columns, and the Display Type.

Navigate to the Screen Fields tab, and the Tax Reporting subtab. Ensure the layout of the new fields added
with SuiteTax matches the below. Look at the Show and Mandatory Columns, and the Display Type.

Entry Forms and SuiteTax Considerations

Customer Form
Navigate to the custom Customer form you have created. Select the Financial subtab and ensure there is a
field group for Tax Information with the Default Tax Registration & Registration Type Fields.
Ensure there is a Tax Registrations subtab available at the bottom of the form.

Vendor Form

Navigate to the custom Vendor form you have created. Select the Financial subtab and ensure there is a
field group for Tax Information with the following fields.
 Default Tax Reg.
 Non-Resident Indian
 Permanent Account Number (PAN)
 Registration Type
 Pan Availability
 Tax Identification Number (TIN)
 Reference Number
Ensure there is a Tax Registrations subtab available at the bottom of the form.

Data Migration Templates

This edition includes a Data Migration Bundle with data migration template files. These files are delivered in a subfolder of the bundler folder. In order make these files more accessable to the customer, the folder
must be moved to the root path of the File Cabinet. This is accomplished by following the steps below.
In the Administrator Role Navigate to Documents > Files > File Cabinet

Use the Search field and enter “Data Migration”
Click the Search Button
Click on the last part of link
Click on the Move Files button

Select the Move checkbox to select the folder
Leave the “Move To” field blank
Click the “Move” button to move the folder to the root directory.
The Data Migration Templates folder should now be moved to the root folder of the File Cabinet.