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UI Updates in NetSuite 2021.1

2021.1 UI |

Changes to Account and Role Selection Pages

Any pages in NetSuite where you are prompted to select an account or a role now display a new view of

your choices. You may encounter these pages during the login process, or when you are switching roles. The new page layouts better organize the accounts and the roles you can access.

Changes to these pages include:

  • Grouping of Roles per Account
    • Pages that prompt you to select a role or an account now have two sections. Roles in the account you most recently accessed are listed in the upper section of the page.
    • All your other accounts are listed under the Or switch to another account section. Your roles in any other account are only displayed when you switch to that specific account.
  • Renaming: View My Roles and My Roles
    • The View All Roles menu item has been renamed View My Roles.
    • The Choose Role page has been renamed the My Roles page.
  • Default Role Changes
    • You can now select a default role for each NetSuite account that you can access.
    • For accounts where you have not indicated a default role, you are logged in to your last used role. For more information, see the help topic Switching Between Roles and Accounts.

Grouping of Roles per Account

In previous releases, if you had access to multiple roles and accounts, you may have seen a long list of roles on any role selection page. These role and account selection pages are now organized into two sections. The upper section displays your roles in the account you most recently accessed. Most recently accessed means the account and role you were using when you last logged out. All of the other accounts you can access are listed under the Or switch to another account section. Your roles in other accounts are not shown in this lower section of the page. When you switch to another account, the upper section of the page displays your roles in that account.

  • If the system cannot determine (through your browser history) which account to log you in to, you see a Choose account page.
  • If the system can determine the account but not the role, you see a Choose Role page.

Renaming: View My Roles and My Roles

In previous releases, when you selected the View All Roles menu item, the Choose Role page opened. The View All Roles menu item has been renamed View My Roles. The Choose Role page has been renamed the My Roles page.

Like the other pages that prompt you to select an account or a role, the My Roles page now displays

content in two sections. These changes are also reflected in the Change Roles list that is displayed when you hover over your name at the upper right of any NetSuite page.

Default Role Changes

In previous releases, if you had roles in more than one account (or roles in more than one company’s accounts) you were only able to select a single default role. Now you have the option to select a default role for each NetSuite account.

  • If you relied heavily on the default role in previous releases, you should select a default role again in this release.
  • If you have multiple roles in more than one account, you can select a default role for each account. Note: The NetSuite application automatically logs you in to an account and a role based on your most recent usage. If you want to override the automatic selection, select a default role in an account. Alternatively, after login, you can switch to another role or to another account. For more information about these changes, see the help topic Switching Between Roles and Accounts.

Advance Notice: End of Support for Some Browsers

As of 2021.2, NetSuite will no longer support the following browsers:

  • Microsoft Internet Explorer 11
  • Microsoft Edge (EdgeHTML)
  • All Safari versions prior to 13.1 If you use any browsers included in the preceding list, you should switch to another supported browser prior to the 2021.2 release. As of 2021.2, NetSuite will no longer test or address any issues related to these browsers. If you use an unsupported browser after your account is upgraded to 2021.2, the NetSuite Login and

Two-Factor Authentication pages may not work as expected. You may also experience loss of functionality

on other NetSuite pages. To avoid any unexpected behavior, you should switch to a supported browser. For information about supported browsers, see the help topic Supported Browsers for NetSuite.

End of Support for Reset Button on Standard Form Pages

As of 2021.1, NetSuite no longer supports the use of the Reset button on standard form pages. As a result of this deprecation, a reset button is no longer visible on any form or record. To revert to the original version of the form or record, use the refresh function in your browser. For more information, see the help topic Using Buttons and Menus in NetSuite. You can still access existing custom Reset buttons that you added using SuiteScript APIs.

SuiteCommerce Solutions (SC/SCMA/SCA)

These release notes refer to the latest release of the following SuiteCommerce Solutions:

  • SuiteCommerce
  • SuiteCommerce MyAccount
  • SuiteCommerce Advanced Important: SuiteCommerce Advanced releases are available as unmanaged bundles. Accounts are not automatically upgraded to the latest version during the standard NetSuite phased release process. For existing implementations, taking advantage of enhancements in a given SuiteCommerce Advanced release requires you to migrate changes into your existing code base. For details, see the help topic Update SuiteCommerce Advanced. 2021.1.0 Release Notes The latest versions of SuiteCommerce, SuiteCommerce My Account, and SuiteCommerce Advanced SCA/SCMA.
  • Reorder Items on Your SuiteCommerce MyAccount Site
  • Manage Subscriptions Using Commerce Websites
  • SuiteCommerce Developer Tools Require Token-Based Authentication
  • Extensibility API Updates
  • Configuration Changes
  • Node.js Requirement Change
  • Third-Party Library Updates
  • Issue Fixes

Minor Release Notes

  • 2021.1.5 Minor Release of SuiteCommerce, SuiteCommerce MyAccount, and SuiteCommerce

Advanced

  • 2021.1.4.1 Minor Release of SuiteCommerce and SuiteCommerce Advanced
  • 2021.1.4 Minor Release of SuiteCommerce, SuiteCommerce MyAccount, and SuiteCommerce

Advanced

  • 2021.1.3 Minor Release of SuiteCommerce, SuiteCommerce MyAccount, and SuiteCommerce

Advanced

  • 2021.1.2 Minor Release of SuiteCommerce, SuiteCommerce MyAccount, and SuiteCommerce

Advanced

  • 2021.1.1 Minor Release of SuiteCommerce, SuiteCommerce MyAccount, and SuiteCommerce Advanced

Commerce Themes

Complete release notes on the latest themes for your SuiteCommerce and SuiteCommerce Advanced site are available here: Commerce Themes Release Notes. Important: Commerce Themes are only available if they are provisioned and set up in your account. For more information, see the help topic Commerce Themes.

Commerce Extensions

Complete release notes on the latest extensions for your SuiteCommerce, SuiteCommerce MyAccount, and SuiteCommerce Advanced site are available here: Commerce Extensions Release Notes. Important: Commerce Extensions are only available if they are provisioned and set up in your account. For more information, see the help topic Commerce Extensions. Commerce Website Setup

Ability to Enable all Commerce Products Independently

Prior to 2021.1, Site Builder was automatically enabled when the Web Store feature was checked on

the Enable Feature page. However, the Web Store feature was a required feature for all Commerce products. This meant that Site Builder would be enabled even if you only had a SuiteCommerce product (SuiteCommerce, SuiteCommerce Advanced, SuiteComerce MyAccount, or SuiteCommerce InStore). In 2021.1, the Web Store feature has been removed and Site Builder is now enabled using the following new features:

  • Site Builder (Website) - enables creation of Site Builder websites
  • Site Builder (Web Store) - enables addition of web store capabilities, such as cart and checkout, to

Site Builder websites

It is now possible to enable all Commerce products independently of each other by checking the Website feature plus the relevant product feature. Commerce Product Features to Enable SuiteCommerce Website, SuiteCommerce SuiteCommerce Advanced Website, SuiteCommerce Advanced SuiteCommerce MyAccount Website, SuiteCommerce MyAccount SuiteCommerce InStore Website, SuiteCommerce InStore

Site Builder ■ Website, Site Builder (Website)

  • Site Builder (Web Store) - for additional web store functionality Other supporting features must also be enabled to set up sites based on different Commerce products. For more information, see the help topic Enable Features and Set Preferences (SC/ SCA/ SCMA), Required Features and Settings for SCIS, and Enabling Web Store Features (Site Builder).

NetSuite users who do not use Site Builder can now clear the Site Builder options on the Enable Features

page to disable Site Builder in their account. Doing so hides Site Builder records from the website list and removes Site Builder options from the navigation menu. Note: The ability to enable Site Builder sites independently affects the values you use when creating a Site Builder site using SuiteScript. For information on which values to use, see the help topic Website Setup. Commerce Website Management and Performance Site Management

In 2021.1, the new top-level Commerce tab provides you with easy access to all features related to your Commerce sites. The Commerce tab only contains menus that are related to the products you have enabled and is organized in a way that makes finding features more intuitive. SC/SCA/SCMA Commerce Site Builder Commerce menus All Commerce Products menus menus The tab contains menus and menu options that were previously found in the following locations:

  • Setup > SuiteCommerce Advanced
  • Setup > Site Builder
  • Lists > Web Site To access a full list of all options available under the Commerce tab, click on the Commerce tab in the navigation menu and then click Expand All. For more information, including a map of old menu locations to new ones, see the help topic Commerce Tab.

Ability to Hide Web Store Prices from Customer Segments

If you use Personalized Catalog Views on SuiteCommerce or SuiteCommerce Advanced 2021.1 or later, item prices in your web store can be hidden for one or more customer segments. For example, you may want only those customers who have signed a contract to be able to see prices. To configure item price visibility, use the Website Visibility Level options available in Customer Segments

Manager. There are three visibility options:

  • Display Fully - members of customer segments with this visibility level are able to see all items and item prices in the item segment and are able to add them to their shopping carts.
  • Disable Purchase - members of customer segments with this visibility level are able to see all items and item prices in the item segment, but they cannot add them to their shopping carts.
  • Disable Purchase and Hide Price - members of customer segments with this visibility level are able to see all items in the item segment, but they cannot see the item prices or add the items to their shopping carts. A fourth visibility option, Hide Fully, is available only for the Unmapped Items item segment. This item segment contains all items that are not mapped to a customer segment. You can use the visibility options to define whether these items should be displayed to or hidden from all users. Note: If you have a SuiteCommerce Advanced website, the Disable Purchase and the Disable

Purchase and Hide Price visibility options can be used only if you have upgraded to the 2020.2

release of SuiteCommerce Advanced or later. Do not use these options if your site is using a SuiteCommerce Advanced release prior to 2020.2. For more information, see the help topic Managing which Customer Segments can Access Item Segments.

Enhanced Merchandising Zone

In 2021.1, you can add an enhanced merchandising zone in Site Management Tools (SMT) to display complementary, cross-sell or up-sell products. The functionality of the enhanced merchandising zone is similar to that of the legacy merchandising zone, however it includes a configurable display, support for multiple languages, and it is compatible with SuiteCommerce themes. The enhanced merchandising zone lets you present your products in a consistent way, but also gives you the choice to display products differently throughout your website to match your brand quality. With the enhanced merchandising zone you can:

  • Display products in a grid, a horizontal slider, or a vertical slider.
  • Include a heading.
  • Choose the number of products to display. For more information, see the help topic Enhanced Merchandising Zone Content.

Translations Tab

In 2021.1, you can now access a Translations tab in Overview Mode, which enables you to manage your webstore’s content that requires translating. You can view the translation status of your content for each language in a published and unpublished state. Included is the ability to filter the content based on missing translations for any language. For more information, see the help topic Translations Tab User Interface.

Exporting and Importing Bulk Translation Content

In 2021.1, you can now export bulk content that requires translation on your web store and import the translated content back into SMT from the Translations tab in Overview Mode. Translatable content includes CMS Pages and CMS Content Types. To export and import bulk translation content in SMT, your account must meet the following conditions:

  • Your account must be using SMT version 3. To check your version of SMT, see SMT Versions.
  • Your account must be using SuiteCommerce and SuiteCommerce Advanced 20.2 or later.
  • Multi-language must be set up for your site. For details, see the help topic Prerequisites for Using Multi-Language.
  • Multiple languages must be configured on the website record. For details, see the help topic Web Site Language Preferences. For more information, see the help topic Exporting and Importing Bulk Translation Content in SMT.

Access to Customer Segments via API Methods

From 2021.1 onwards, developers can access customer segments using the following API methods:

  • getAllCustomerSegmentTypes() - returns the types of customer segments in NetSuite, that is, the customer group type and the internal type.
  • getAllCustomerSegments() - returns all customer segments that are in use in the Customer Segment

Manager, that is, all customer groups selected in the Customer Segment Manager as well as the

default groups of All Users, Anonymous Users, and Recognized and Logged In Users.

  • getCustomerSegments() - returns all customer segments to which the current customer belongs. For more information about the API methods, see the help topics ShoppingSession Methods and Customer Methods. For more information about customer segments, see the help topic Defining Customer Segments.

Country Specific Payment Method

As of NetSuite 2021.1 you can restrict a customer’s payment methods by the country of the shipping address. During the checkout process, a customer enters a shipping address and is then prompted to choose a payment method from those available for the country. You can enable this feature using the Restrict Payment Methods by Country of Shipping Address field on the Web Site Setup record. For more information, see the help topics Creating a Payment Method and Shopping Preferences.

Multi-Language Support for Commerce Categories as Facets

The Multi-Language feature lets site visitors view your site in languages other than English. As of 2021.1,

Commerce Categories used as facets on the Product Listing Page (PLP) are also translated in a multi-

language site setup. For this change to take effect, you must rebuild the search index after the NetSuite 2021.1 upgrade. For more information, see the help topic Rebuild the Search Index Manually.

SuiteCommerce InStore 2021.1

SuiteCommerce InStore (SCIS) uses a phased release process to distribute managed-bundle upgrades. Each phase consists of a different group of customers that receive the latest SCIS release. Administrators set up for customers within a phased group receive an email notification listing when their upgrade will occur. Note: Contact your account representative or Customer Support if you have questions about the availability of SCIS 2021.1.

Release Summary

This SCIS release provides updates that affect behind-the-scenes processing in NetSuite. The release has no functional changes that are visible at the point-of-sale.

New NetSuite SCIS Menu for Administrators

For NetSuite administrator access, we have added an InStore branch from the Commerce menu. This

menu provides a direct method for updating custom records, such as setting up a Quick Add Key. You can still access SCIS setup records by going to Customization > Lists, Records & Fields > Record Types.

Beta Release – SuiteScript 2.X

SCIS 2021.X includes a beta-release program for SuiteScript 2.X. This beta feature must be enabled, and

is limited to a subset of our customers for beta testing. General availability to all SCIS customers will be determined using the test results.

Refactored Payment Processing

SuiteScript 2.X provides enhanced payment processing at the POS and in NetSuite. These enhancements

reduce the wait from tendering payment to having the receipt display. The shorter wait times are gained by pre-staging the required records and having most behind-the-scenes processing occur after the customer interaction is complete.

Another performance factor is that we use an on-demand transaction number instead of waiting to

receive that number from NetSuite. This on-demand number is generated locally and is later referenced to the NetSuite transaction number. We include the on-demand number in the bar code to assist with processing for exchanges and refunds. The refactored processes are:

  • Single Payment
  • Split Payment
  • Shipping or Pickup Order Payment
  • Exchange Without Additional Payment
  • Exchange With Additional Payment
  • Refund Payment

Records Deprecated for Transactions

SuiteScript 2.X deprecates the following two records for use in current and future transactions. Support

for these records will continue for activities dependent on historical data, such as exchanges and refunds from past purchases.

  • Cash Sale — If you have standard scripts that use the Cash Sale record, the SCIS team will modify them to use Invoice and Sales Order records. If you have custom scripts that depend on the Cash Sale record, you will need to have those scrips updated.
  • Customer Payment — Replaced with the Customer Deposit record. Beta documentation is available for beta program participants.

Warning: SCIS SuiteScript 2.X is a beta feature. The contents of this feature are preliminary

and may be changed or discontinued without prior notice. Any changes may impact the feature’s operation with the NetSuite application. NetSuite warranties and product service levels shall not apply to the feature or to the impact of the feature on other portions of the NetSuite application.

NetSuite may review and monitor the performance and use of this feature. The documentation

for this feature is also considered a beta version and is subject to revision. Please review Beta Software Legal Notices. ORACLE CONFIDENTIAL. For authorized use only. Do not distribute to third parties. Pre-General Availability Draft: June 4, 2021.

SuiteApp Distribution

SuiteApp distribution includes SuiteBundler, SuiteApp Marketplace, and SuiteApp Control Center capabilities that you can use to distribute customizations to accounts.

Bundle Support During Release Phasing

Bundle support during phasing of 2021.1 is consistent with the support provided during previous

releases. During phasing of 2021.1, some accounts continue to use 2020.2 at the same time that other accounts are upgraded to 2021.1. Therefore, you may be using a different version than some of the accounts where your bundles are installed. Review the following descriptions for a reminder of how bundles from different versions are handled during release phasing:

  • Bundles developed with 2020.2 can be installed in accounts that are already using 2021.1.
  • Bundles developed with 2021.1 can be installed in accounts that are still using 2020.2, but with the following limitations:
    • When a user in a 2020.2 account installs a bundle from a 2021.1 account, the bundle installation stops if there are object types in the bundle that are not supported in 2020.2.
    • A bundle with a script that uses a new API available only in 2021.1 can be installed into a 2020.2 account, but the script may not function correctly because 2020.2 does not support the API.

Deprecation of NetSuite Bundle Repository

As of the January 18, 2021, the NetSuite bundle repository was deprecated. After your account is upgraded to 2021.1, you will no longer be able to use the bundle repository to install bundles or distribute new bundles. Specifically, the Copy to Repository option is no longer available on the Bundle

Availability page. You can store bundles in one of your accounts. For unmanaged bundles, you should

instruct your customers to upgrade their bundles to a new version that is stored somewhere other than the bundle repository. For more information, see the help topic Moving a Bundle Out of the Bundle Repository. If you have additional questions or require assistance, please contact NetSuite Customer Support. SuiteBuilder – Customization

Fields

  • Changes to Field Type Conversions in Custom Fields
  • Changes to Supported APIs for Checking Custom Password Fields
  • Translatable Fields Enhancements Enhancements to Sales Custom Transactions View the New Feature Training for Sales Custom Transaction changes.

Two new enhancements are available for Sales Custom Transaction Types in 2021.1. You can now apply a

transformed custom transaction to the source transaction directly from the transformed transaction. You can also close a sales order when a custom sales transaction is transformed from a sales order.

Apply Subtab

Previously, if you wanted to apply one custom transaction to another, you had to first transform the transaction and then create a Customer Payment or Vendor Payment to connect the two transactions. A new Apply subtab is now available for sales credit transactions. Use the Apply subtab to apply transformed custom transactions to the source transaction. For example, you can apply a custom credit transaction to the source debit transaction. The Apply subtab has the same fields as the Apply subtab for Credit Memo and displays the same set of transactions. For more information, see the help topic Creating a Sales Custom Transaction Instance.

Ability to Close Sales Order

A new Ability to Close Sales Order box is available on the Custom Transaction Type page for sales types. If you want the transaction to close the sale order, check the Ability to Close Sales Order box. The sales custom transaction can close a sales order only if the transaction is of debit type and if it is posting. For more information, see the help topic Ability to Close Sales Order. Changes to Kit or Assembly Components Settings for

Custom Segments and Custom Transaction Line Fields

As of 2021.1 the behavior of Kit or Assembly Components settings for custom segments and custom transaction line fields has changed.

Kit/Assembly Components Setting for Custom Segments

The behavior of the Kit/Assembly Components box on the Transaction Columns subtab on the

Application & Sourcing subtab in custom segment configuration has changed. Previously, values for kit

and assembly segments were always copied from sales orders to item fulfillments, even if you did not check the Kit/Assembly Components box. Now, you must check this box for kit and assembly segment values to be copied from sales orders and saved to related item fulfillments. Apply to Kit/Assembly Components Setting for Custom

Transaction Line Fields

The behavior of the Apply to Kit/Assembly Components box on the Applies To subtab in custom transaction line field configuration has changed. Previously, kit and assembly line item values were not copied from sales orders to item fulfillments, even if the Kit/Assembly Components box was checked. Now, when you check this box, kit and assembly line values are copied from sales orders and saved to related item fulfillments.

Changes to Field Type Conversions in Custom Fields

For custom fields, you can no longer convert the document field type and the image field type to the free- form text field type. For more information about record conversions, see the help topic Converting the Field Type of a Custom Field. Changes to Supported APIs for Checking Custom

Password Fields

A new nlapiCheckPasswordField SuiteScript function that checks the field value of custom passwords is now available for SuiteScript 1.0 and SuiteScript 2.x. As of 2021.2, the existing nlapiEncrypt encryption SuiteScript method will be deprecated. Before your account is upgraded to the 2021.2 release, update your scripts to use the new SuiteScript checkPasswordField APIs. For more information, see Upcoming Changes to Supported APIs for Checking Custom Password Fields (SuiteAnswer ID 97620).