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Transaction Viewer and Historical Sync

Filtering for Transactions and Initiating Historical Sync within NetSuite.

Overview

When onboarding onto NetSuite, Zamp first recommends you sync transactions from the prior year. This will allow Zamp to run a full nexus analysis to ensure you are up-to-date on all of your registrations.

Once fully onboarded, the Zamp Transaction Viewer in NetSuite will be essential to reconcile transactions, identifying errors, and re-running transactions.

Historical Sync Process

  1. In your NetSuite center tab, navigate to the Zamp app

  2. Once hovering over Zamp and Tasks, click Batch Historical Transactions

  3. On the next page displaying scripts, click View for the customdeploy_zmp_sl_batch_processor

  4. Click the link under URL, which will open a new tab

  5. The simplest way to initiate the historical sync would be to configure the FROM DATE and TO DATE for the date range you are looking to pull from.

  6. Unless specified, the LIMIT does not need to be set.

    1. You can set this to run a smaller chunk of transactions as a test.

  7. If applicable, you are also able to configure.

    1. Type - Transaction type (Sales Order, Invoices, etc.).

    2. Outcome - Toggle whether you would like to sync transactions in a specific status.

  8. Under Batch Actions, select what type of sync you will run.

    1. Post to Zamp - Required for historical sync.

    2. Calc with Zamp - Choose whether you want to Zamp to recalculate tax when syncing over transactions (Optional).

    3. Save to NetSuite - If you are recalculating tax, choose whether you would like the bundle to update tax back into NetSuite.

    4. Repair Stripped Rates - For scenarios where tax was dropped along the sales order to invoice conversion process, and tax needs to be set on the invoice and sent to Zamp.

  9. If you would like to confirm the list of transactions being pushed over to Zamp, click Review Transactions.

  10. Once ready, click Start Batch.

  11. Monitor progress on the next page.

  12. If there are errors with the sync, it will be flagged on the next page.

Resolving Errors

If there are errors with the sync, you can troubleshoot them with:

  1. In your NetSuite center tab, navigate to the Zamp app.

  2. Once hovering over Zamp and Tasks, click Transaction Viewer.

  3. Edit the From and To the same dates as your sync.

  4. Filter Outcome to Error.

  5. Change Period to All Periods.

  6. Click Apply

  7. The next page will display the specific transactions that errored out on sync.

  8. Under each transaction, if you click View it will take you to the transaction itself.

  9. Click Zamp Tax Steps, and the error that needs to be resolved will be displayed.

Transaction Viewer and Re-Saving Transactions

Outside of historical syncing previous transactions, you can quickly identify and re-save multiple transactions that unsuccessfully calculated tax or posted to Zamp.

Finding the Transaction Viewer

  1. In the Zamp center tab, click Transaction Viewer

  2. On the next page displaying scripts, click View for the customdeploy_zmp_sl_transaction_viewer

  3. Click the link under URL, which will open a new tab

  4. Filter for transactions that did not successfully post tax to your NetSuite transaction record and click Apply.

  5. Once you are confident with the transactions shown by the viewer, click Run Batch.

    1. You will be navigated to the Batch Processor from above once loaded.

  6. Before clicking Start Batch, determine which Batch Action is needed for the transactions you are fixing.

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