Configuration

  • Updated
  • Login to your NetSuite account
  • Navigate to NovaApps →Setup→ Configuration.

If the NovaApps menu isn’t visible in the NetSuite menu bar, try hovering over the three dots (⋯) on the right. This will expand additional menu options, including NovaApps.


 

Sales Order Feature

Overview

The Sales Order feature updates Sales Order records in NetSuite based on the configured saved search. When the NovaApps’ scheduled script runs, it identifies qualifying records, applies the defined field mappings, and updates the records accordingly. This process ensures data accuracy and minimizes manual intervention.

 

Steps to Configure

  • Navigate to the Configuration page & select the Sales Order tab.
  • Toggle “Enable the Settings” to turn the feature ON.
  • Select a NetSuite Saved Search in the dropdown. 
    • This saved search identifies sales orders eligible for updates.
    • NovaApps only processes records returned by this saved search.
  • Add the mappings in the Additional Settings section.
    • Users can add multiple mappings using the “+” button.
    • Existing mappings can be removed using the “X” button.
  • To access a detailed lookup mappings popup, click the gear icon.
  • Click “Save”.

Mapping Instructions

In the "Additional Settings" section, users have the option to specify the NetSuite Field and its corresponding value. Let's examine how a user can define mappings, using examples for illustration.


 

Direct mappings:

  • In the left column, users must specify the field from the Sales Order record. The value expected to be populated should be entered in the right column.
  • As shown in the screenshot below, 
  1. ‘Memo’ is the key and its value is set to “hello”.
  2. The "Location" field in the Sales Order record will be updated to the location with Internal Id '2' (provided there is a location with the Internal Id ‘2’)

Lookup mappings:

  • Lookup mappings are used to modify the values on the sales order record as needed.
  • These mappings will make use of customer records to update the values on the sales order.
  • As depicted in the screenshot, the field/key 'testfield' from the sales order record derives its value from user input.
  • For instance, when the ‘email’ field is selected, clicking the gear icon will display a popup. Within this popup, the user can define a condition: if the ‘email’ field in the sales order record has the value ‘test@gmail.com’, then the ‘testfield’ field in the corresponding sales order record should be set to 'customer1@gmail.com’'. A default value(12) can also be provided.
  • Click ‘Save’.

 


 

Item Fulfillment Feature


 

Overview

The Item Fulfillment feature automatically creates fulfillment records for Sales Orders in NetSuite. When NovaApps’ scheduled script runs, it identifies qualifying orders based on the configured saved search, generates the corresponding fulfillment records, and applies any additional settings as needed. This helps streamline operations and maintain data accuracy.


 

Steps to Configure

  • Navigate to the Configuration page & select the Item Fulfillment tab.
  • Toggle “Enable the Settings” to turn the feature ON.
  • Select a NetSuite Saved Search for Sales Orders in the dropdown.
    • This saved search determines the Sales Orders that qualify for Item Fulfillment record creation.
    • NovaApps only processes records returned by this saved search.
  • Add the mappings in the Additional Settings section.
    • Users can add multiple mappings using the “+” button.
    • Existing mappings can be removed using the “X” button.
  • To access a detailed lookup mappings popup, click the gear icon.
  • Click ‘Save’.

 




 

Mapping Instructions

In the "Additional Settings" section, users have the option to specify the NetSuite Field and its corresponding value. Let's examine how a user can define mappings, using examples for illustration.


 

Direct mappings:

  • In the left column, users must specify the field from the Item Fulfillment record. The corresponding value expected to populate should be entered in the right column.
  • As shown in the screenshot below, ‘Location’ is the key from the Item Fulfillment record, and '2' is its corresponding value.

 


 

Lookup mappings:

Lookup mappings fall into two categories:

  1. Retrieving a field value from the parent record:
  • To proceed, click the gear icon. A pop-up will appear, where you should select the "Inherit from Parent" toggle. A reference screenshot is provided below.
  • Now the value of the corresponding field is taken from the parent record.
  • As shown in the screenshot above, ‘custbody24’ is the field/key from the Item Fulfillment record and ‘custbody23’ is its value.

 

  1. User-assigned values:
  • Users can modify the values in the created Item Fulfillment record as needed.
  • As depicted in the screenshot, the field/key 'custbody_celigo_etail_fulfillment_id' from the Item Fulfillment record derives its value from user input.
  • For example, if the ‘tranid’ field is selected, clicking the gear icon opens a popup where you can define a condition. In this popup, you can specify that if the ‘tranid’ field in the Sales Order record equals ‘SLS00001249’, then the ‘custbody_celigo_etail_fulfillment_id’ field in the corresponding Item Fulfillment record should be set to ‘1’. You can also specify a default value (for example, 12). If the condition isn’t met, the default value will be used to set the field.
  • Click ‘Save’.

Auto Billing Feature


 

Overview

The Auto Billing feature converts eligible Sales Orders in NetSuite into Invoices or Cash Sales. When the NovaApps’ scheduled script runs, it identifies Sales Orders that meet the criteria defined in the configured saved search, generates the corresponding billing records, and applies any additional field settings or lookups as configured. This automation reduces manual effort, ensures accuracy, and maintains consistent billing across transactions.


 

Steps to Configure

  • Navigate to the Configuration page & select the Auto Billing tab.
  • Toggle “Enable the Settings” to turn the feature ON.
  • Select a NetSuite Saved Search for Sales Orders in the dropdown.
    • This saved search defines which Sales Orders are eligible for Auto Billing.
    • NovaApps only processes records returned by this saved search.
  • Add the mappings in the Additional Settings section.
    • Users can add multiple mappings using the “+” button.
    • Existing mappings can be removed using the “X” button.
  • To access a detailed lookup mappings popup, click the gear icon.
  • Click ‘Save’.

 



 

Mapping Instructions

In the "Additional Settings" section, users have the option to specify the NetSuite Field and its corresponding value. Let's examine how a user can define, using examples for illustration.


 

Direct mappings:

  • In the left column, users must specify the field from the invoice/cash sale record. The corresponding value expected to populate during the billing process should be entered in the right column.
  • As shown in the screenshot below, 'otherrefnum' is the key from the invoice/cash sale record, and '123' is its corresponding value.

Lookup mappings

Lookup mappings fall into two categories:

  1. Retrieving a field value from the parent record:
  • To proceed, click the gear icon. A pop-up will appear, where you should select the "Inherit from Parent" toggle. A reference screenshot is provided below.
  • Now the value of the corresponding mapping is taken from the parent record.
  • As shown in the screenshot above, ‘custbody24’ is the field/key from the invoice/cash sale record and ‘custbody23’ is its corresponding value.


 

  1. User-assigned values:
  • Users can modify the values in the created invoice/cash sale record as needed.
  • The screenshot illustrates that 'custbody25' represents the field/key from the invoice/cash sale record, with its value determined by the user's input.
  • For example, if the ‘subsidiary’ field is selected, clicking the gear icon opens a popup where you can define a condition. In this popup, you can specify that if the ‘subsidiary’ field in the Sales Order record equals ‘testsub’, then the ‘custbody25’ field in the corresponding Invoice or Cash Sale record should be set to ‘1’. You can also provide a default value to use when the condition isn’t met.
  • Click ‘Save’.


 

Customer Deposit Feature


 

Overview

The Customer Deposit feature automatically creates customer deposit records for Sales Orders in NetSuite. When NovaApps’ scheduled script runs, it identifies Sales Orders that meet the criteria defined in the configured saved search, generates the corresponding customer deposit records, and applies any additional field settings or lookups as configured. This automation streamlines the deposit process and helps maintain data accuracy.




 

Steps to Configure

  • Navigate to the Configuration page & select the Customer Deposit tab.
  • Toggle “Enable the Settings” to turn the feature ON.
  • Select a NetSuite Saved Search for Sales Orders in the dropdown.
    • This saved search defines which Sales Orders are eligible for Auto Billing.
    • NovaApps only processes records returned by this saved search.
  • Add the mappings in the Additional Settings section.
    • Users can add multiple mappings using the “+” button.
    • Existing mappings can be removed using the “X” button.
  • To access a detailed lookup mappings popup, click the gear icon.
  • Click ‘Save’.

 




 

Mapping Instructions

In the "Additional Settings" section, users have the option to specify the NetSuite Field and its corresponding value. Let's examine how a user can define, using examples for illustration.


 

Direct mappings:

  • In the left column, users must specify the field from the customer deposit record. The corresponding value expected to populate during the process should be entered in the right column.
  • As shown in the screenshot below, 'Check#' is the key from the customer deposit record, and '10' is its corresponding value.

Lookup mappings:

Lookup mappings fall into two categories:

  1. Retrieving a field value from the parent record:
  • To proceed, click the gear icon. A pop-up will appear, where you should select the "Inherit from Parent" toggle. A reference screenshot is provided below.
  • Now the value of the corresponding mapping is taken from the parent record.

 


 

  1. User-assigned values:
  • Users can modify the values in the created customer deposit record as needed.
  • The screenshot illustrates that 'Memo' represents the field/key from the customer deposit record, with its value determined by the user's input.
  • For instance, when the ‘memo’ field is selected, clicking the gear icon will display a popup. Within this popup, the user can define a condition: if the 'Memo' field in the sales order record has the value 'test', then the 'Memo' field in the corresponding customer deposit record should be set to '1'. A default value can also be provided for instances where the condition is not met.
  • Click ‘Save’.


 

Tax Override Feature

Overview

The Tax Override feature in NovaModule enables precise control over tax calculations within NetSuite transactions. By configuring specific fields, users can:

  • Add Tax as a Line Item: Include the total tax amount as a separate line item in transactions.

     
  • Override Line-Level Tax Rates: Manually set tax codes and rates for individual line items.

     
  • Adjust Overall Tax Amount: Override the total tax amount applied to a transaction.

     
  • Modify Shipping Tax Rates: Adjust tax rates applied to shipping charges.

Steps to Configure

  • Navigate to the Configuration page & select the Tax Override tab.
  • Toggle “Enable the Settings” to turn the feature ON.
  • The feature offers four different functions. Here’s a quick guide to each. The fields for these functions are available on transactions like sales orders under NovaApps → Tax Override

 

  1. Add Tax Amount as a Line Item

This feature enables the inclusion of the tax amount as a separate line item on transactions. To activate this functionality, the fields outlined below must be properly configured.

  • Add tax line [custbody_novapps_add_tax_line] should be checked/marked.
  • Add Tax Line Item (Internal ID) [custbody_novapps_add_tax_line_item] should have  the Internal ID of a Non-Inventory Item
  • Total Tax Amount [custbody_novapps_total_tax_amount] should have a total tax amount value.

Once the record is saved, the NovaApps’ script will trigger and a line item will be added for the tax amount.

  1. Overwrite Tax Amounts on Line Level

This feature allows line-level tax codes and tax rates to be overwritten. To enable this functionality, the fields listed below must be configured.

  • Override line tax (custbody_novapps_override_line_tax) should be checked
  • Line Level: 
    • NovaApps Item Amount [custcol_novapps_item_amount] should have an item amount.
    • NovaApps Item Tax Amount [custcol_novapps_item_tax_amount ] should have an item tax amount value. 
    • NovaApps Calculated Tax rate [custcol_novapps_item_cal_taxrate] populates the item level tax rate if available.  
  • Override tax code (custbody_novapps_override_taxcode): check this check box if the customer needs to override the tax code. 
  • Tax Code ID (custbody_novapps_taxcode_id): populate the NetSuite tax code ID.

Once the record is saved, the NovaApps’ script will run, and based on the settings above, the following actions will occur.

  • If the customer opt-in for “override tax code” then the script updates the tax code based on the “Tax Code ID” field on each line.
  • The line-level tax rate will be calculated based on the below configuration.  
    • If the “NovaApps Calculated Tax rate” field has value then it will be considered the final line-level tax rate. If not, the below logic will be considered.
    • Get the tax rate based on the fields “NovaApps Item Amount” and “NovaApps Item Tax Amount”.
  • Once the line-level tax rate is available then it will be updated on each line item. (taxrate1).
  1. Overwrite Tax Amount on NetSuite

This feature provides the ability to override tax amounts. Configure the fields below to activate it.

  • Override tax amount (custbody_novapps_override_tax_amount) should be checked
  • Total Tax Amount (custbody_novapps_total_tax_amount) should have a total tax amount value. 

Once the record is saved the "Novamodule Tax Calculations” script will trigger at “Before Submit” on creation and based on the above settings below actions will take place.

  • The script will update the NetSuite core field “taxamountoverride” with the “Total Tax Amount”  field value.
  1. Overwrite Shipping Tax

This feature allows the shipping tax code and tax rate to be overridden. Activate it by configuring the required fields listed below.

  • Override Shipping Tax (custbody_novapps_override_shipping_tax)  should be checked
  • Shipping Amount (custbody_novapps_total_shipping_amount)  should have shipping amount 
  • Shipping Tax Amount (custbody_novapps_total_ship_tax_amount) should have a shipping tax amount value. 

Once the record is saved, the NovaApps’ script will execute, and based on the settings above, the following actions will take place.

  • If the customer opt-in for “override tax code” then the script updates the shipping  tax code based on the “ Tax Code ID” field on each line. 
  • The shipping tax rate will be calculated based on the below  
    • Get the tax rate based on the fields “Shipping Amount” and “Shipping Tax Amount”.
  • Once the shipping tax rate is calculated, it will be updated shipping tax rate (shippingtax1rate).