28 Release Notes 23.7.1
NetSuite for Government 23.7.1 Release Notes
Revision Date: July 27, 2023
Important:
This document summarizes the changes to NetSuite for Government between 23.7.1 and the previous release. These release notes are subject to change every week.
The 23.7.1 enhancements and changes listed in this document are not available to customers until they are upgraded to NetSuite for Government 23.7.1. Your access to these features and SuiteApps is subject to the terms of service in your NetSuite for Government contract.
Please also review the NetSuite general release notes for a comprehensive view of changes to the release. During this release period, NetSuite version 2023.2 is released. The general NetSuite release notes are accessible at this link:
https://docs-uat.us.oracle.com/en/cloud/saas/netsuite/ns-online-help/book_N3865324.html
NetSuite for Government Version 23.7.1 – Release Date July 27, 2023
Finance:
Government Budget Record enhancement (foundational for future release -non-functional at this time)
- Budget Transfer
- Reorder and rename to match Governmental Budgets
- Add additional statuses
- Governmental Budgets
- Align transaction ID with the Budget Transfer
- Government Inquiry Report part 1: fetch info
Encumbrance Point in Time
- Encumbrance Reports
- Encumbrance Detail by Reference
- Encumbrance Summary by GL
- Requisitions, Purchase Orders, Vendor Bills and Bill Credits encumbrance transactions
- Supports creation, update and deletion of line or document to encumbrance transactions
- PO and requisition close & reopen encumbrance transactions
- Reverse requisition encumbrance on conversion to PO
- Full pay adjustment feature to allow overpayment of encumbrance on final payment. This works in tandem with the 3-way match functionality to allow for overpayment tolerances and validation.
- Disallow overpayment of encumbered balance on PO partial payments
- Transaction date changes updates encumbrances to the correct period
- Blocking message if Bill Date is less than PO date
- Prevent updating a Closed or Fully Billed Purchase Order to preserve history and avoid accidental updates
- Support for copy features in requisitions, purchase orders and associated lines
*Special Note for User Permissions in Custom Roles
The encumbrance process requires permission to be granted for custom roles to properly create encumbrance records. The permission must be assigned on the Role page for any users creating Requisitions, Purchase Orders, Vendor Bills and Bill Credits. Additionally, any users running financial reports which require view access such as the General Ledger Inquiry or Budget to Actual types of reports require these permissions.
The permission level should be granted as "View" access for any user role which reports on financial information including reporting on Requisitions, Purchase Orders, Vendor Bills and Bill Credits.
The permission level should be granted as "Create" access for any user role which creates or updates Requisitions, Purchase Orders, Vendor Bills and Bill Credits.
The permission level should be granted as "Full" access for any user role which has access to Delete Requisitions, Purchase Orders, Vendor Bills and Bill Credits.
Various Fixes and Performance Improvements