Order Management SuiteApps
Following are the 2024.2 order management enhancements to SuiteApps:
Fulfillable Items with SuiteBilling Now Available
Fulfillable Items with SuiteBilling SuiteApp version 1.0.0 provides features that enable NetSuite SuiteBilling to support fulfillable items in subscriptions. This SuiteApp helps you consolidate the billing and fulfillment processes for subscriptions that have accompanying fulfillable items, such as for companies providing modems with Internet service.
You can do the following with the Fulfillable Items with SuiteBilling SuiteApp:
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Link fulfillable items to their associated service or subscription.
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Use a sales order with a service or subscription item that is linked to a fulfillable item entered by default.
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Enter additional item information such as brand name, color, or serial number for fulfillable items so they are properly identified and tracked in transaction records and in their associated subscription.
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Split subscription line items into multiple lines in a sales order to handle partial fulfillment, activation, and returns.
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Send an email reminder for subscriptions that are pending activation. You can send the email reminders in bulk or upon fulfillment of subscription items.
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Set up a reminder in the dashboard for subscriptions that are pending activation.
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Include additional item information such as brand name, color, or serial number for fulfillable items in the printed invoice.
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Merge same items with the same rates and subscription in the printed invoice.
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Accordingly update the associated subscription when there are returns of fulfillable items.
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Replace additional item information for replacement items with new additional item information.
For more information, see Fulfillable Items with SuiteBilling.
New Ship Central Capabilities
New capabilities for Ship Central packing include the following:
New capabilities for Ship Central shipping include the following:
Packing by Waves
Previously, you can search for orders to pack using the order number or pick carton. Now, you can search by wave transactions to pack all waves associated with an order or all orders associated with a wave. Note that pick cartons and wave transactions are available from Warehouse Management.
Mark as Shipped Option for Packing
After you pack orders on the app, you can mark the associated fulfillments as Shipped. If you activate the Show Mark as Shipped Option rule, the Mark as Shipped button appears on summary pages of the packing flows.
Reopening Packed Cartons that Ship As Is
The Reopen cartons that ship as is rule provides the option to open packed cartons that contain items for individual shipping. You can add more items to open cartons before you ship them out.
Shipping with the Best Rate
You can set the Get Best Shipping Rate preference to enable this option for shipments that you process on the app. You can apply filters to limit carriers and to make sure that the app chooses the best rate available for your expected delivery date. The best rate may be offered by another carrier for a shipping method that differs from the one on the order.
Advanced Shipping Options Per Carrier
Carriers provide additional shipping options for local or international shipments that you can now set on the app. These include additional handling, hazardous materials through USPS, delivered duty paid, and payment details for collect shipments, among others. The app enables fields for additional shipping options when you activate the Set advanced options from carrier rule. After you apply any of these options, you can view the adjusted shipping cost to reflect any extra charges from the carrier.
Shipping Hazardous Materials through USPS
On the Ship Central Preferences page, you can enter a contact person and number for shipments of dangerous goods or hazardous materials through USPS only. Depending on the shipping method, the app automatically submits these details when you ship the items. You can view the shipping cost that may include additional charges from the carrier.
Additional Fields for International Shipping Documents
You can provide customs details, like content description and declaration statement, used for the certificate of origin or commercial invoice. Before you print shipping labels for international shipments, you can enter these details on the app. For more information, see Shipping Packed Orders.
Printing Single or Multiple Return Labels
If you set the Print Return Labels preference, the app displays the Print Return Label link on the Options Menu. For local shipments, you can generate and print return labels for one or more existing shipping labels. Before you print a label, you can change the carrier, method, or both for the return shipping. For more information, see Printing Labels and Documents for Shipping.
Tracking Shipped Packages
On item fulfillments, you can check whether packages are in transit or have been delivered. When you view the package details, you can click the Delivery Details link to open a popup window that displays the package location, delivery status, and history from the carrier.
Support for Shipping Items on Commerce Websites
If you have a Commerce website, you can now display shipping methods associated with shipping items created through Ship Central. When you create shipping items or update existing ones, you must check the following settings: Charge for Shipping and Display in Website. On your website, shoppers can select a shipping method and view the corresponding shipping cost. For more information, see Creating Shipping Items for your Shipping Services.
Bill to Recipient Preference
You can now bill shipping costs to recipients that you set up on the customer record or Ship Central Preferences page. On the Ship Central Preferences page, the Bill to Third Party preference is renamed to Bill Other Parties. When you set this preference, you can enter the account details and classify the account as either a Third Party or Recipient billing type. On the mobile app, you can select the billing type that applies to a specific shipment or disable other party billing for it.
To set up system rules for the new capabilities, see Configuring Ship Central Rules. To set up the new preferences, see Ship Central Preferences.
For more information about using the new capabilities, see Ship Central Packing or Ship Central Shipping.
Electronic Bank Payments Enhancements
Electronic Bank Payments SuiteApp includes the following enhancements:
Add Amount Filters on Electronic Payment Suitelets
You can now use the new Amount From and Amount To fields on the electronic payments Suitelets to filter the required payments based on the payment amount.
Add Return Email Address to Receive Email Responses
You can now use the new Return Email Address and Custom Email Address fields on the Electronic Payments Preference page to add the required email address. This email address receives responses to email notifications sent.
Add Total Payments Filter Criteria for PFA Records
You can now add the Total Payments filter criteria to the saved search on a PFA record. To add the filter on the PFA record, go to Lists > Search > Saved Searches > New. In the Criteria subtab on the PFA record, select Total Payments filter from the Filter list and click Add.
Electronic Payments Preferences to Override Vendor Payments Approval
You can now use the new Override Vendor Payment Approval Routing box on the Electronic Payments Preferences page to override vendor payments approval settings on the Account Preferences page. To check the Override Vendor Payment Approval Routing box, go to Payments > Setup > Electronic Payments Preferences.
Send Reminder Emails for Batches in Pending Approval Status
As of 2024.2, you can send reminder emails to the approvers using the new Send Reminder button on the Bill Payment Batch and Global Bill Payment Batch pages for batches in Pending Approval status. The Send Reminder button is available if approval routing is enabled and the total amount exceeds the payment approval amount.
Support to Display Credit Transactions
A new Include All Credits box is added to filter and display all credit transactions on the Bill Payments Processing and Invoice Payments Processing pages. Check the Include All Credits box to filter all the credit transactions irrespective of the due dates entered in the due date filters. Clear the Include All Credits box to filter the transactions based on the due dates entered in due date filters.
Support for Role Based Approval Routing in Payment Batches
You can now set approval limits for roles instead of individual employees from the Company Bank Details page. The assigned role must have minimum permission of an EP Approver role. If the amount exceeds the approval limit of any level the emails are not triggered. You can edit or view the assigned approver roles from the Payment Approver Roles column in the Approval Routing subtab of the Company Bank Details page.
Support Tax Calculations for Discount Term Transactions
You can include or exclude tax amount when adding discounts on the total amount by using the Include Tax For Term Discounts box on the Accounting Preferences page. This feature is only applicable to accounts that have the SuiteTax feature disabled. To check the Include Tax For Term Discounts box, go to Setup > Accounting > Accounting Preferences.
Electronic Invoicing Enhancements
Electronic Invoicing SuiteApp includes enhancements for the following versions:
Electronic Invoicing SuiteApp Version 9.05.0
Electronic Invoicing SuiteApp Version 9.05.0 includes the following enhancements:
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Cancel Status for E-Documents in Outbound Transactions with Certification Plug-in
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Bypassing PO# Validation when Converting an Inbound E-Document into a Vendor Bill
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Sending Email to Administrators for Accounts with more than 10 Administrators
Cancel Status for E-Documents in Outbound Transactions with Certification Plug-in
Electronic Invoicing now supports canceled e-document status in the e-document certification process. Canceled status can be set through certification sending plug-in or insertAuditTrail sharedmodule API. When a transaction is set to Canceled e-document status, the status will not automatically reset to For Generation status even if you modify the transaction record.
PEPPOL Template Support for SuiteTax
You can now use PEPPOL generic templates for custom transaction of sales and purchase (outbound). These templates are supported with custom data source plug-in implementations to populate all the required values. You can use the template contents and the custom data source plug-in implementations to set up e-document template records. These records can then be used for outbound e-document generation. For more information, see PEPPOL Templates for SuiteTax.
PEPPOL ID Lookup
Electronic Invoicing SuiteApp now has the PEPPOL ID field in customer records, vendor records, and the subsidiary preference records on the Electronic Invoicing Preferences page. This field is used by the entities registered on the PEPPOL network. You can set the PEPPOL ID field on the subsidiary preference record on the Electronic Invoicing Preferences page for subsidiaries, and for customer and vendor records in the E-Document subtab. For more information, see PEPPOL ID.
Bypassing PO# Validation when Converting an Inbound E-Document into a Vendor Bill
Electronic Invoicing 9.05.0 now supports bypassing the PO# validation when converting an inbound e-document into a vendor bill inbound transaction. If the Field Mapping for Inbound E-Documents field contains mapping for a purchase order number and the inbound XML contains a purchase order number which is not found in the account, you can create a standalone vendor bill without mapping it to any purchase order for any vendor.
This feature can be configured from subsidiary preferences records for the subsidiary of the vendor. You can bypass the PO# validation by selecting Yes from the Bypass PO# Validation in Inbound Conversion field. By default, the value of this field is set to No.
For more information, see Bypassing Purchase Order Number.
Improved Outbound Template with JSON FreeMarker Validation
Validation on saving the outbound e-document template shows a warning popup if the JSON FreeMarker template content is malformed or has complex FreeMarker directives. It can be evaluated at runtime (generation). You can click OK to save the template or click Cancel to make further changes.
Network MR Enhancement
The default filtering for the Automatic Get Network Status MR script is updated to include transactions with Network Status Updated On value. The script execution occurs the day before the current date instead of the transaction date.
For more information, see Scheduled Script for Getting Network Status of E-Documents.
Sending Email to Administrators for Accounts with more than 10 Administrators
The Electronic Invoicing SuiteApp now supports sending email messages on MR script execution and inbound web service error to more than 10 administrators when the Recipient of E-document Notifications field is blank. The email messages are sent in batches of 10 active administrators at a time.
Electronic Invoicing SuiteApp Version 9.06.0
Electronic Invoicing SuiteApp version 9.06.0 includes the following enhancements:
Avalara for E-invoicing Using NetSuite Electronic Business (NSEB) SuiteApp
Starting Electronic Invoicing SuiteApp version 9.06.0, you can now use Avalara for e-Invoicing by installing the NetSuite Electronic Business (NSEB) SuiteApp at supported locations. For more information about NSEB, see NetSuite Electronic Business.
Converting Purchase Order E-document to Sales Order
Electronic Invoicing SuiteApp now supports sales order transactions as inbound transaction type. You can use the following methods to create an inbound e-document with the sales order transaction type.
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Manual creation
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Using Rest Web Services
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Using Email Capture plug-in
You can process a customer issued PEPPOL purchase order into an inbound NetSuite sales order. To help with the conversion, a sample sales order inbound e-document template mapping and a custom data source plug-in is provided.
Email Customization for Customers and Vendors
You can use the new Email Template list on the customer and vendor record to view the list of the email templates with their record types. The email template can be used in the e-document sending method plug-in implementation to use separate templates for customers and vendors.
Electronic Invoicing Support for Additional SuiteApps
The Electronic Invoicing SuiteApp version 9.06.0 is required to install the following SuiteApps:
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The Israel Electronic Invoicing SuiteApp supports compliance with the Israel Tax Authority's latest requirements for continuous transaction control and e-invoicing.
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The Singapore PEPPOL-Ready e-Invoicing SuiteApp uses Electronic Invoicing SuiteApp as the main component for processing and exchanging electronic documents.
Transaction Response for Inbound E-document Record
You can create and send Acknowledged and Accepted transaction responses when receiving the inbound e-document. To use this feature, you must do the following:
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Check the Support Transaction Response box in the Subsidiary preference
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Assign e-document transaction response template
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Assign e-document transaction response sending method to the required subsidiaries
Transaction response is created or sent for the following:
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The Acknowledged transaction response is created when the inbound record or e-document is in the For Conversion status.
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The Accepted transaction response is created when the inbound record or e-document is converted successfully, and the created transaction is approved.
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The transaction responses are sent periodically by the Transaction Response Send MR script.
Electronic Invoicing SuiteApp Version 9.07.0
Electronic Invoicing SuiteApp Version 9.07.0 includes the following enhancements:
Avalara License Check
Starting 26 July 2024, additional license checks will be added for transactions using Avalara services for certification. You must have the following active licenses to generate e-documents for transactions and get them certified from Avalara:
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NetSuite Electronic Business Network Extension
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Avalara Processing for NetSuite Electronic Invoicing Cloud Service
Contact your NetSuite Account Manager to purchase the two licenses.
Read the following information for Avalara License check.
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The license check has no impact:
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If you are an existing Electronic Invoicing SuiteApp user but not using Avalara services for Electronic Invoicing.
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If you are an existing Electronic Invoicing SuiteApp user who has existing accounts with Avalara's ELR platform.
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The license check impacts only if you are an existing Electronic Invoicing SuiteApp user using Avalara Processing for NetSuite Electronic Invoicing services, through the NetSuite Electronic Business SuiteApp. In such case, make sure you have the above two licenses.
Avalara for E-Invoicing
The Electronic Invoicing SuiteApp version 9.07.0 will support cash refund, vendor bill, and vendor credit transactions for sending e-documents to Avalara. You can check localization specific help center documentation for more details.
Multi-book Accounting Support for Israel E-Invoicing through Avalara
The Accounting Book for Currency field is added in the Electronic Invoicing Preferences page. Select Secondary Accounting Book, or Tertiary Accounting Book from the list to generate the e-document for Israel e-invoicing through Avalara.
NetSuite Electronic Business Now Available
NetSuite Electronic Business SuiteApp (NSEB) version 1.0.0 is now available for installation as a managed SuiteApp. You can install the NetSuite Electronic Business SuiteApp from the NetSuite SuiteApp Marketplace. Before installing the SuiteApp, it must be provisioned by your NetSuite account manager.
NSEB SuiteApp provides the foundation for NetSuite users to configure and participate in global business networks like Oracle Business Network (OBN) and PEPPOL. The SuiteApp provides global electronic invoicing solutions for country mandates worldwide, by partnering with Avalara.
The NSEB SuiteApp version 1.0.0 introduces the following features:
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Enable NetSuite users to connect with potential trading partner
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Enable NetSuite to integrate electronically to all other member companies, both Oracle and external, on the Oracle Business Network.
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Enable NetSuite accounts to issue invoices compliant with electronic invoice registration and control regulations in the supported countries.
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Enable the participating NetSuite users to be linked to the PEPPOL network by partnering with Avalara, without the need to sign up for access points in each country.
The following SuiteApps are required to install the NSEB SuiteApp to connect to OBN accounts, store user credentials, and establish document transfers between the SuiteApp and OBN:
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Israel Electronic Invoicing SuiteApp
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SuiteProcurement SuiteApp
You should not use NSEB SuiteApp in Sandbox and Test drive accounts as the NESB feature is not supported these accounts.
For more information about the NSEB SuiteApp, see NetSuite Electronic Business.
NetSuite Electronic Business SuiteApp Version 1.1.0
NetSuite Electronic Business SuiteApp version 1.1.0 will include the following new features:
NSEB Inbound Support
NetSuite Electronic Business will now recognize the target SuiteApp based on the document type sent by the OBN (Oracle Business Network) and create an inbound record using required fields.
Avalara License Check
You must have NetSuite Electronic Business Network Extension and Avalara Processing for NetSuite Electronic Invoicing Cloud Service licenses to use the following features:
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Avalara Provisioning
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Avalara Company Creation
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Avalara Mandate Activation
Contact your NetSuite Account Manager to purchase the two licenses.
Read the following information for Avalara License check.
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The license check has no impact:
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If you are an existing Electronic Invoicing SuiteApp user but not using Avalara services for Electronic Invoicing.
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If you are an existing Electronic Invoicing SuiteApp user who has existing accounts with Avalara's ELR platform.
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If you are an existing SuiteProcurement user.
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The license check impacts only if you are an existing Electronic Invoicing SuiteApp user using Avalara Processing for NetSuite Electronic Invoicing services, through the NetSuite Electronic Business SuiteApp. In such case, make sure you have the above two licenses.
Country Specific Mandate Activation
NetSuite Electronic Business version 1.1.0 will support activation of mandates for all the countries supported by NetSuite.
PEPPOL/Bulk Mandate Activation
If you select a PEPPOL mandate under E-Invoicing field to activate a subsidiary, all the PEPPOL mandates supported by NetSuite will now be automatically activated.