Hi to all,
I`m trying to create simple Transactions Report in Analytics module which will show for each transaction line (not only for Tax lines rows) 'Tax code', 'Tax Rate' and 'Tax Amount'. Any ideas?
j
James Morris
03/17/2025, 5:37 PM
Are you using SuiteTax and/or some third-party tax solution? I believe that if you're just using the native legacy tax for NetSuite it doesn't calculate/save tax at the line level, it just accumulates everything into the tax line(s).
s
Slava
03/17/2025, 6:21 PM
I'm using native legacy. I'm not sure that Netsuite doesn't save tax at line level, because you can get both tax rate and tax code in SavedSearch but I need it analytics.
j
James Morris
03/17/2025, 6:25 PM
You are correct that you can get the tax rate and tax code, but I'm still fairly confident that you can't directly pull the tax amount per line. This SuiteAnswers article is not exactly the same, but does seems to indicate that that the tax amount per line is not available as a field (that being an enhancement 🙄) and suggests multiplying the tax rate by the line amount as the way to get the tax line amount: Tax Amount per Line Item Does Not Show via Suitetalk
s
Slava
03/17/2025, 6:33 PM
Probably you are right regarding tax amount, but I even couldn't find how to pull the tax code in Analytics module. In Searches you have this field, but in Analytics I couldn't find it. Today I tried every field in transaction.transactionline join with no result 😔
j
James Morris
03/17/2025, 6:35 PM
oh yeah, can't say I've specifically messed around with this in analytics workbook and sounds like you've done a pretty thorough investigation there. I guess maybe put a ticket in with support, and hopefully you'll get lucky?