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Order Management Updates in NetSuite 2020.1

2020.1 Order Management |

Change

  • Changes to Change Orders for Subscription Revisions
  • New Accounting Preference Related to Advanced Revenue Management
  • Automatically Extend Estimated Revenue Recognition End Date
  • Multi-Subsidiary Customer Integration with Billing Accounts
  • Set Subscription Charge Periods to Align with the Subscription Start Date
  • Enhancements to Standard Roles and Permissions
  • Search Enhancements
  • Enhanced Visibility into Automatic Fulfillment Request Creation
  • Create Automatic Fulfillment Requests on Expected Ship Date
  • Improved Handling of Rejected Payments
  • Visa Cards on File Mandate Compliance with Payment Instruments Enabled
  • View Automation Usage Figures on the Billing Information Page
  • Electronic Bank Payments Enhancements
  • Grid Order Management Enhancements
  • Subscription Billing Bulk Operations
  • Pricing Interval UI Enhancements
  • Add Interval to Multiple Subscription Lines
  • Route Delivery
  • Philippine Invoicing
  • Auto Close Back Orders

Subscription Revisions

When you create, edit, or void a subscription change order, NetSuite generates a subscription revision with the individual contract modifications and the associated revenue impacts. When you save a subscription change order, NetSuite stores all changes associated with the change order in the subscription revision. You can see a subscription revision in the following records:

  • The Subscription Line record, on the Revisions subtab, in the Subscription Revision column, as shown in the following figure:
  • The Subscription Change Order record, on the Line subtab, in the Subscription Line Revisions column, as shown in the following figure:

Change

Any edits or deletions to subscriptions activated before 2020.1 are not tracked in a subscription revision. Subscriptions that are activated before 2020.1 create a new subscription revision only when you next save a subscription change order. For more information, see the help topic, SuiteBilling Subscription Revisions. For more information on the additional functions for this feature, see Changes to Change Orders for Subscription Revisions.

Changes to Change Orders for Subscription Revisions

A subscription revision saves the history of changes to subscriptions made using change orders. You can track contract and revenue changes made after activation to a specific change order. You also can track changed values over an entire contract term. You can no longer delete a subscription change order, but you can void it. Voided change orders are visible but do not impact charge amounts, so you can track the revenue change history after change orders have been removed. Using SuiteScript, you can can void a subscription change order and search and view voided change orders. You cannot edit a voided change order. To revert a subscription line to Pending Activation status, you must void all its change orders. New Accounting Preference Related to Advanced Revenue

Management

You can use the new Create Revenue Elements for Subscription Revisions accounting preference to determine whether to create individual revenue elements for each subscription change order. When you create a subscription and set the preference, all subscription revisions generate a separate revenue arrangement and corresponding revenue elements. When you set the Create Revenue Elements for Subscription Revisions preference, all subscription revisions generate modification elements that account for the impact on revenue. You can set this preference to generate the modification element according to the ASC-606 accounting policies for subscription modifications when you have allocated revenue. This new feature gives you the ability to prospectively merge the modification elements; you also can still retrospectively merge the modification element if that is the required accounting practice. For instructions, see the help topic, Merging to

Combine Revenue Arrangements. The Revenue Summary subtab of revenue arrangements shows

merged elements. For more information, see New Revenue Summary Subtab for Revenue Arrangements. Warning: After you set the Create Revenue Elements for Subscription Revisions preference, you cannot change it. For more information, see the help topic, Revenue Recognition for SuiteBilling. Change Automatically Extend Estimated Revenue Recognition End

Date

You can now automatically extend the estimated revenue recognition end date when you create a new evergreen subscription. This improvement means that you can ensure an uninterrupted revenue stream from the subscription. You never need to manually extend the end date. To automatically extend the estimated revenue recognition end date for evergreen subscriptions, go to Setup > Accounting > Invoicing Preferences. On the Subscription Management subtab, locate the new invoicing preferences:

  • Months To Extend Estimated Revenue Recognition End Date
  • Months Prior To Estimated Revenue Recognition End Date To Initiate Auto-Extend Set each preference to an integer value of 1 to 120. To ensure an uninterrupted revenue stream, choose values that are longer than the longest billing cycle that you use. You can edit or turn off the preferences at any time. For more information, see the help topic Setting Optional Invoicing Preferences for Subscription Management. After you set these preferences, NetSuite assigns those values to every new evergreen subscription you create. If you do not set the preferences, NetSuite assigns the default values for the preferences to new evergreen subscriptions. To assign the preferences to an existing evergreen subscription, edit the Invoicing Preferences for the subscription. Multi-Subsidiary Customer Integration with Billing

Accounts

The Multi-Subsidiary Customer feature is now available for SuiteBilling. If you have billing accounts across subsidiaries, you can take advantage of all Multi-Subsidiary Customer features. For more information about this feature, see the help topic Multi-Subsidiary Customer Hierarchy. You can add secondary subsidiaries to customers after you complete these steps, in the following order:

  1. Enable SuiteTax. See Subscription Billing Bulk Operations.
  2. Enable Multi-Subsidiary Customer. See the help topic Enable the Multi-Subsidiary Customer Feature.

Then, when you are creating billing accounts, and you select a customer with multiple subsidiaries, you

can select the subsidiary. For more information, see the help topic Creating Billing Accounts. Set Subscription Charge Periods to Align with the

Subscription Start Date

The Align Charge Amounts with Subscription preference separates charge generation and the recurring charge pattern from the bill dates. You can now generate charges that align with the subscription start date rather than its bill dates. With prior NetSuite versions, the recurring pattern of a subscription line was always aligned with the next bill date, resulting in prorated charges and misaligned recurring charges across subscription lines. With the NetSuite 2020.1 release, all lines within a single subscription also now have a charge pattern aligned with the subscription start date instead of its bill dates. Multiple-year subscriptions with multiple charge frequencies (for example, monthly, quarterly, and annual) can now recur based on the subscription start date for better alignment of invoices.

Change

When a subscription is in the draft or pending activation status and you set the preference, the subscription lines may display the original recurrence start date until you activate the subscription. You can set or clear the Align Charge Amounts with Subscription preference at any time. However, subscriptions have the recurrence pattern defined by the preference setting at the time of activation. For instructions, see Aligning Charge Amounts with the Subscription Start Date.

Enhancements to Standard Roles and Permissions

All roles have the following new viewing or editing permissions for the following records:

  • Price book
  • Price plan
  • Subscription change order The default permission level is View. There are optional permissions for Create and Edit. Roles with Full access permission can do the following actions:
  • View
  • Edit
  • Create
  • Except where noted in the help, delete For all of the SuiteBilling permissions and changes to standard roles, see SuiteBilling Roles and Permissions. The Sales Vice President role can now view subscriptions and usage. The Marketing Administrator,

Marketing Assistant, Marketing Manager, Resource Manager, and Store Manager roles can now view

subscription plans. Customized roles with subscriptions and subscription plan permissions are not changed by the new permissions.

Only the System Administrator role can grant access to SuiteBilling subscription processes. Subscription

processes include actions on subscription plans, subscriptions, price books, price plans, subscription change orders, and usage. The following roles have default permissions to access and perform subscription processes:

  • Advanced Partner Center
  • CEO
  • CFO
  • System Administrator The System Administrator role provides full access to the subscription record. For instructions, see Granting Permissions to Subscription Records. The System Administrator role can set up standard pricing that cannot be modified through the following actions:
  • Limit the number of users who can edit the subscription pricing
  • Reduce the permissions to edit a specific price plan, subscription change order, or price book In addition, usage no longer requires the accounting list permission. The Billing Specialist role without the accounting list permission can create usage through a usage record. For instructions, see the help topic Creating Usage Records. The Billing Specialist role can preview the price plan and price book of a renewed subscription before its renewal. For instructions, see Viewing Pricing Before Subscription Renewal. Change

Search Enhancements

Subscription and Subscription Change Order searches now have Default Renewal Subscription Plan and Default Renewal Price Book columns. Enhanced Visibility into Automatic Fulfillment Request

Creation

A new log is available in NetSuite 2020.1 that provides information on the creation of fulfillment requests. This log enables you to audit the automation process. You can view the log directly in Business Events Processing History, under the System Information subtab of a sales order. In addition, you can use the log data to create a saved search or a SuiteAnalytics workbook. For more information, see the help topic Fulfillment Request Creation. Create Automatic Fulfillment Requests on Expected Ship

Date

In 2020.1, NetSuite can automatically create a fulfillment request when an expected ship date is reached. This new option is on the Advanced Order Management Setup page. When the expected ship date is a future date, this option enables the automatic creation of fulfillment requests on that date. For more information, see the help topic Fulfillment Request Creation.

Improved Handling of Rejected Payments

Rejected payments no longer block invoices and no longer appear as usable credit. Visa Cards on File Mandate Compliance with Payment

Instruments Enabled

All merchants that process credit cards must comply with the new Visa Stored Credential Transaction

framework. The framework includes mandates to identify the initial storage and subsequent use of payment credentials. The mandates apply to either a Visa card or a gateway token that represents a Visa card. If you enable the Payment Instruments features, and your gateway provider supports this feature, your

Visa card processing through NetSuite becomes automatically compliant with the new Card on File

mandate from Visa. Note that failing to comply with the Card on File mandate may result in penalties. View Automation Usage Figures on the Billing Information

Page

You can now view automation usage figures on the Billing Information page in your NetSuite account. Go to Setup > Company > NetSuite Account Information > View Billing Information to view the Billing

Change

Information page. Usage figures are based on the number of automated sales orders created in your account with any of the following Advanced Order Management (AOM) processes:

  • Automatic location assignment
  • Automatic fulfillment request creation The system updates usage figures on a daily basis. You can view the last daily increment quantity, as well as the total cumulative quantity since the anniversary date of your NetSuite account. Additional methods to view usage figures with saved searches or SuiteAnalytics workbooks are described in the Automation Capacity and Usage Fees help topic.