Implementation Overview
In general terms, the entire implementation process whether done as a self-implementation or a managed implementation consists of several stages:
1) Prerequisites
2) Installation
3) Configuration
4) Testing (UAT)
5) GoLive
Prerequisites
Before the installation, configuration and testing can begin, it is important to complete the prerequisites listed below.
- Access to Integrator.io iPaaS Account
You will need to have access to the main integrator.io account. Either create one or ensure you have credentials to access the main integrator.io account. Click here to see details on how to create one if needed. - Administrator Access to NetSuite
You will need to have Administrator access to NetSuite Production and/or NetSuite Sandbox account. Click here to see details on how to create one if needed.
Ensure you have administrator-level access to your NetSuite account. You will need NetSuite Account ID to install the integration app.
Installation
Install the NetSuite Bundle Novamodule Tax Calculations (310634).
Navigate to the Customizations → Scripts → Filters → Choose 310634 in the From Bundle drop-down and check Show Inactives. Upon initial installation, the script is set to inactive status.
In the results, you will see the "Novamodule Tax Calculations" script which is inactive. Open the record and Uncheck the checkbox to change the status of the script to active.
Go to deployment in the same record and ensure the script is applied only to record types the customer needs.
One Userevent script is deployed on the below records. (these records may differ based on customer requirements)
- Cash Refund
- Cash Sale
- Return Authorization
- Sales Order