New PST for Quebec (as of January 1, 2012)

(une version française ci-dessous)

The PST for Quebec will be increasing from 8.5% to 9.5 % on January 1, 2012. In order to avoid any unpleasant surprises, a few changes must be made in the NetSuite accounts of Quebec users. Below are the steps on how to do so:

Step 1: Create a new Tax Code for the new PST rate

• Go to Setup --> Accounting --> Tax Codes
• Click on New
• Enter a Tax Name and optionally a Display Name and Description (example: PST_QC_9.5)
• Enter the rate as 9.5%
• Set the Province to Quebec
• Set the Tax Type to PST
• The following values also need to be set (if they weren't already)
• Set the Tax Agency to Ministère du Reveny QC
• Set the Purchase Tax Account to: PST Expenses QC
• Set the Sales Tax Account to: PST Payable QC
• Click Save

Step 2: Create a new Tax Group

• Go to Setup --> Accounting --> Tax Groups
• Click new to Create a New Tax Group
• Enter Tax Code CA-S-QC-2012
• Set Province to Quebec
• In GST/HST select the applicable GST Tax code
• In PST, select the new PST Tax code created in Step 1 (PST_QC_9.5)
• Make sure you check the Piggy Back box in order to have the PST calculated after the GST has been calculated.
• Click Save

(Optional) Step 3: Create a new Tax Schedule

• Only complete step 3 if you have enabled the Advanced Taxes Feature
• Go to Setup --> Accounting --> Tax Schedules
• Click New
• Enter a relevant name for the schedule in the Product and Description fields
• In the Province List, modify the Sales Tax Code what was created in Step 2 (CA-S-QC-2012)
• If needed, modify the Purchase Tax Code for QC as well
• Click Save

Step 4: Set the new tax Group as default on January 1st, 2012

• Go to Setup --> Accounting --> Setup Taxes
• Set the Default Tax Code to the one defined in Step 2.
• Save

If you have a tax schedules attached to items and/or relationships, those items will also have to be updated with the new tax schedule.

Please Note:

For the first few months of 2012, extra care must be taken when creating new transactions. Ensure that you are using the new Tax Schedule and not the previous one. The Old Tax Code will be used if you have Credits, RMAs etc.

ERP Guru has provided the above information in for you to perform the necessary steps yourself. However if you'd rather have us make the modification in your account, it will be our pleasure to assist you.

More information on the new tax rate can be found on the Quebec Goverment website.

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Nouveau taux de taxe de vente du Québec ( TVQ)

La TVQ augmente de 8.5% à 9.5% le 1er janvier 2012. Afin d’éviter des effets non désirés, certains changements devront être apportés à la configuration des taxes dans votre compte NetSuite. Vous trouverez ci-dessous, les étapes à suivre afin de faire les modifications nécessaires.

Étape 1: Créér un nouveau code de tax pour la TVQ:

• Configuration --> Comptabilité --> Codes fiscaux
• Cliquez sur Nouveau
• Entez le nom (example: TVQ_QC_9.5)
• Entrez le taux de 9.5%
• Mettre la Province à Québec
• Mettre le Type d’impôt à PST
• Les valeures suivants doivent aussi être configurés
• Mettre le centre des impôts à: Ministère du Reveny QC
• Compte de taxes sur les achats : PST Expenses QC
• Compte de taxes sur les ventes: PST Payable QC
• Cliquez sur Enregistrer

Étape 2: Créer un nouveau groupe de taxes

• Configuration --> Comptabilité --> Groupes impôts et taxes
• Cliquez sur Nouveau
• Entrez le Code fiscal: CA-S-QC-2012
• Mettre la Province à Québec
• Dans la case GST/HST, selectionnez l’item approprié.
• Dans la case Taxe sur les ventes, selectionnez le code de taxes de l’étape 1 (TVQ_QC_9.5)
• Cochez la case Gigogne
• Cliquez sur Enregistrer

Étape 3 (Optionelle): Créer un nouveau barème d’imposition

• Complètez l’étape 3 uniquement si vous avez activer la fonction Impôts et taxes avancés
• Configuration --> Comptabilité --> Barèmes d’imposition
• Cliquez sur Nouveau
• Entrez un Nom dans la case produit.
• Dans la liste des provinces, modiez le code fiscal pour les ventes et le code fiscal pour les achats. Entrez la valeure de l’étape 2(CA-S-QC-2012)
• Cliquez sur Enregistrer

Étape 4: Établir le nouveau code de taxe comme valeur par défault le 1er Janvier 2012

• Configuration --> Comptabilité --> Configurer les impôts et taxes
• Sélectionnez le Code fiscal par défaut (Étape 2)
• Enregistrer

Si vous avez des barème d’imposition/taxes directement sur les items ou sur les dossiers de clients, il faudra mettre à jour ces informations.

Veuillez noter:

Pour les premiers mois de l’année 2012, les utilisateurs du système devront faire attention aux codes de taxes sur les transactions. Assurez-vous d’utiliser le nouveau code de taxe. L’ancien code de taxe devra rester actif pour les crédits et retours de marchandises.

ERP Guru vous donne ces instructions afin que vous puissiez faire les modifications nécessaires. Cependant si vous avez besoin d’assistance ou si vous désirez que nous prenions en charge les modifications pour vous, il nous fera plaisir d’effectuer les travaux.

Vous pouvez avoir plus d’information au sujet de la hausse de taxe à l’adresse suivante.

Increasing Functionality of the NetSuite Component for Talend Data Integration

Overview
Since discovering tNetsuiteInput (read about it here) on Talend Exchange, the integration team here at ERP Guru have dedicated resources to build new functionalities for it. The baseline concept of the component was good, however it was lacking certain key features that would greatly benefit any project. Consequently, this is why our integration team has added multiple functionalities, such as:

• Between and NotBetween search operator support
• Die on error option
• Request level authentication
• Support for Multi and Enum type search
• Support for CustomRecord search
• Support for joined search

So let's walk through the steps required to build a simple project with both input and output components. We will first search for an Employee with a specific email address, then take its internal ID to update the email in our NetSuite instance. (NOTE: This process would normally take hours to develop but with the new components it will only take a few minutes)

Steps

1. Import components from Talend Exchange

To begin, open Talend Integration Suite and create a new project. Once this step is completed, you need to uninstall any previous version of the component and then download both the Input and Output components from Talend Exchange.

You can download both components from the Talend Exchange website, or, alternatively, using the interface in Talend Studio as shown in the image below. Please ensure that you download the latest revision of the components.

Please note that at this point, some issues may appear. If you where using the old version of the component, there may be a conflict between the old and new version. You can trigger the Reinitialization of the Generation Engine by hitting Ctrl+Shift+F3 keys and changing the WorkSpace.

2. Add components to job

In the component palette, navigate to Business > NetSuite, you can now drag and drop both NetSuite componenta to your job. For the purpose of this walk through, you may also add three other components: two tLogRow and one tMap. Arrange them as shown in the following image.

The component tNetSuiteInput_1 will be used to fetch data according to the values defined in the user interface. These values allow you to search for normal body fields but also custom fields. In this version, you can now add even more filtering options by defining a record to join to the search.

3. Configure components

Some configuration of the components is required. You need to set the valid credentials of a NetSuite account for both Input and Output components. The employee used to access the NetSuite instance must have Web Services rights enabled with the proper role. For this example, you will select Employee for Record Type. The schema then need to be edited. Delete every field except for InternalId, ExternalId, Email and ExpenseLimit, so that only those fields will be propagated into the Main Flow of Talend.

You then need to define what are your search criteria. Here, we are going to search for an Employee with the ExpenseLimit between 200.0 and 800.0.

With this step done, you can now double-click on the tMap_1 component. For this example, propagate only InternalId, ExternalId, and ExpenseLimit to the right-hand side, then click on the field row2. ExpenseLimit and write an equation that adds 25.

You now need to tell the Output component which operation to do. In this case, we will want to set the new ExpenseLimit to the Employee that we just found. In the Output component, click on the Action drop down list and select "update" you will also need to change the Record Type to "Employee" to match the Input type.

4. Run job

Now that we have finished the configurations of our components, we can run it!

You can see a similar result in your Run console. In this case, we only had one Employee that was matching the search criteria. The Output component automatically adds two columns to the main flow that will help you debug your Job by providing a Boolean according to the success of the Action performed. Should the action fail, a simple message is returned to the component for debug purpose.

Do not hesitate to contact us for more information on these components and on our offerings regarding NetSuite integrations.

December: Tips and Tricks

1 – Adding an email signature in NetSuite

When communicating with customers, it may be desirable for emails to have a specific name format and arrive from an email address other than that stored in NetSuite for the primary user. For example, the marketing rep may have a user email address of firstname.lastname@company.com, but would like their emails to come from marketing@company.com.

This can be accomplished in NetSuite by going to Home > Set Preferences and under User Profile in the General subtab. Fill in the following:

· Nickname

· Signature

o HTML Code is valid

o If you want the signature to show up in all emails, then select the “Add Signature to Messages” box; if you want it only on specific emails, use a CRMSDK tag from within specific emails (ie, NLSIGNATURE)

· From Email Address (this can be any email address)

2 – Changing the Default Landing Page on Login

It is possible in NetSuite to set your primary dashboard to another Tab Dashboard other than the Home Dashboard (ie, Transactions, Reports, Activities, etc.).

To set a different Tab as your landing page on login navigate to Home > Set Preferences and select the Appearance subtab.

Under the Centers & Dashboards section, look for the “Landing Page” field, and select the tab that you would like to set as the default dashboard when you log in to NetSuite and save it. Now, when you log in to NetSuite, the selected dashboard should be the first tab you see.

3 –Merging or Deleting Duplicate Records in NetSuite

NetSuite provides the ability to detect and manage duplicate records. Searches performed for duplicates of customers, contacts, partners and vendors have the ability and offer the opportunity to merge duplicates into one record.

Users can specify criteria for records that are duplicates, records that are not duplicates, and which record to keep as the master record. It is also possible to define how to handle duplicate search results (either delete the duplicates or merge information from duplicates into a single master record).

To set these preferences, navigate to Setup > Company > Set Up Duplicates Detection Feature and set up accordingly.