SuiteAnalytics Updates in NetSuite 2022.1

This release note was updated August 10, 2022.

Dataset Linking in the Workbook UI

You can now link two datasets in the Workbook UI. Linking datasets enables you to analyze metrics from two datasets in a single visualization, based on a link that you define using at least one field in each dataset. You can link datasets even if they are based on record types that do not have predefined common keys in the analytics data source, unlike when you join record types in a dataset. Additionally, with linked datasets you can compare data that exists on two different levels of aggregation, like the sum of individual transactions versus a monthly budget. To create a link, you must define at least one set of common keys between two datasets. Common keys are fields that contain the same types of data, such as the sales rep field in the sales (invoiced) and transaction record types. When you create a link, recommended common keys are highlighted in blue and automatically defined based on the datasets you choose. You can also define your own common keys using fields from either dataset, with some caveats. For more information about how to create and use linked datasets, see the help topic Dataset Linking in SuiteAnalytics Workbook. For information about how to link datasets using the SuiteScript N/datasetLink module, see the help topic RelativeDate Object. Static Data Model Now Available for NetSuite2.com Data

Source

The NetSuite2.com data source applies role-based access control. This means that the features, roles, and permissions assigned to your account determine the data that you can access through Connect. The new Static Data Model provides you with an overview of all available record types and fields. Using the

Static Data Model, SuiteAnalytics Connect still applies role-based permissions. Therefore, you can only get

the data for the records that you can access, but you can see the structure and the name of all available record types and fields. To use the Static Data Model in your account, you must add the StaticSchema attribute to your driver configuration. For more information on how to add the new attribute, see the help topic Setting the Static Data Model for Connect Drivers.

Record Types for the Analytics Data Source

The analytics data source is regularly updated with newly exposed record types and fields. When you work with the analytics data source, you can use the Records Catalog to find record type and field names. Note: Currently, the Records Catalog provides information about record types available to the SuiteScript Analytic API only. You can access the analytics data source using several tools, but some newly exposed record types and fields may not be available to all of them. To view all the available record types and fields for the tool that you use, see the following topics:

• SuiteScript Analytics API - SuiteScript and Rest Query API in Records Catalog
• SuiteAnalytics Connect - 2022.1 Record Types for Connect
• SuiteAnalytics Workbook - The Analytics Data Source and SuiteAnalytics Workbook
• SuiteTalk REST Web Services - SuiteTalk REST Web Services Records Guide For more information about the Records Catalog, see the help topic Records Catalog Overview.

Enhancements to the Records Catalog

Previously, the Records Catalog was available for users logged in with the Administrator Role only. Now, the Records Catalog is available for all users that have the Records Catalog permission assigned to their role. For more information about the latest enhancements to the Records Catalog, see Records Catalog Enhancements. For more information about how to assign the Records Catalog permission, see the help topic Records Catalog Overview.

New JDBC Driver Version Available

As of July 13, 2022, a new version of the SuiteAnalytics JDBC driver is available for download. If you are using a JDBC driver, you can now upgrade to the JDBC driver version 8.10.136.0 and set the connection attributes. Note: This driver version requires Java SE 8 or later.

Prior to this version, the JDBC driver did not consider the KeepAliveTime parameter of your operating

system. With the new JDBC driver version, you can now set the KeepAliveTime parameter to prevent your system from closing the connection if the Connect session is not considered active. To download the latest driver version, log in to NetSuite. In the Settings portlet on the Home page, click Set Up SuiteAnalytics Connect. After you install the driver, you must set the required NegotiateSSLClose parameter to false. For more information about the optional KeepAliveTime parameter and the benefits of using it, see the help topic Idle Connection Timeout. For more information about installing JDBC drivers, see the following topics:

• Accessing the Connect Service Using a JDBC Driver
• Configuring the JDBC Driver
• Determining Your Connect Driver Version

Required Update of SuiteAnalytics Connect Drivers

All NetSuite accounts are being moved to new NetSuite data centers that are built on the Oracle Cloud

Infrastructure (OCI). To ensure a smooth transition, all users who use SuiteAnalytics Connect must

upgrade to the latest ODBC or JDBC driver and change the connection attributes on their computers by May 12, 2022. If you do not take these required actions by this date, you may experience a delay of up to 30 seconds when you log out of your Connect session. The latest ODBC driver version has been available for download since February 25, 2022. Note: If you use the ADO.NET driver, no action is required. To download the latest driver version, log in to NetSuite. In the Settings portlet on the Home page, click

Set Up SuiteAnalytics Connect. Before you install or upgrade the Connect driver, ensure that you meet

the installation prerequisites. For more information, see the help topic Installation Prerequisites. See the following table for more information about upgrading your drivers: Driver Type Required Driver Required Actions Version Windows 8.10.143.0 or later Upgrade to this version is required.

ODBC

The preferred upgrade option is to download the driver and then run the installer. If you choose this option, you do not need to perform any further steps, unless you use a DSN-less connection. Note: The following option is not recommended: You should uninstall the old driver and then install the new one. If you choose this option, you will need to update the existing Data Source Name (DSN) values in the Windows registry. For more information, see the help topic ODBC Installation on Windows for Installer Only. If you use a DSN-less connection, you must also update your connection string to For more information, see the help topic Connecting Using a Connection String. Linux ODBC 8.10.143.0 or later Upgrade to this version is required. You must add the attribute AllowSinglePacketLogout=1 to your configuration.

For DSN connections, you must ensure that the odbc[64].ini file includes the

attribute for each data source. After installing the driver, do one of the following:

• Edit the odbc[64].ini file to include the attribute.
• Overwrite the existing INI file with the odbc[64].ini file from the downloadable ZIP file. This file contains the new attribute. For more information, see the help topic Configuring the ODBC Data Source on Linux.

For DSN-less connections, you must update the connection string to include the

attribute. For more information, see the help topic Connecting Using a Connection String. Driver Type Required Driver Required Actions

Version

JDBC 8.10.85.0 or later This driver version is not new and you may have already installed it. Ensure that you have this driver version installed on your system. For more information, see the help topic Determining Your Connect Driver Version. You must set the NegotiateSSLClose parameter to false.

NegotiateSSLClose=false

For more information, see the help topic JDBC Connection Properties. For more information about upgrading ODBC drivers, see the following topics:

• Downloading and Installing the ODBC Driver for Windows
• Downloading and Installing the ODBC Driver for Linux
• Configuring the ODBC Data Source on Linux
• Authentication Using Server Certificates for ODBC
• Connecting Using a Connection String For more information about upgrading JDBC drivers, see the following topics:
• Accessing the Connect Service Using a JDBC Driver
• JDBC Connection Properties
• Determining Your Connect Driver Version For more information about NetSuite accounts moving to data centers built on OCI, see the help topic Account Move to OCI FAQ. 2022.1 Record Types for Connect When you work with SuiteAnalytics Connect and the NetSuite2.com data source, you can use the Records Catalog to see information about the record types and fields, joined record types, and join properties. Note: The Records Catalog is supported for the SuiteScript Analytic API only. For more information, see the help topic Records Catalog Overview. If you want to view a list of the record types that you can access with Connect, run the following query: select * from oa_tables For more information about the record types and fields available in your account, see the help topic SuiteAnalytics Connect System Tables.

Connect Browser No Longer Updated

As of October 2021, the NetSuite.com data source is no longer updated with newly exposed tables and columns. Therefore, the Connect Browser shows tables and columns that were made available up to 2021.2 only. All Connect users are encouraged to use the NetSuite2.com data source. For more information about the newly exposed record types and fields available in NetSuite2.com, see 2022.1 Record Types for Connect. For more information about the transition to NetSuite2.com, see the help topic New Accounts and Access to the Connect Data Source. Custom Report Footer Filters Apply to Scheduled Reports and Reports Executed in the Background

Prior to 2022.1, only default report footer filters were applied to results generated for scheduled reports

or reports executed in the background. Custom footer filters that you added to the report were not applied. Now, both custom and default report footer filters are used to generate the results. For more information, see the help topic Why are my custom footer filters not being applied to scheduled reports?. SuiteApps (Bundles) Released by NetSuite

Accounting SuiteApps

This release note was updated June 15, 2022.

Following are the 2022.1 accounting enhancements to SuiteApps:

• SuiteApprovals Enhancements
• Enhancements to Fixed Assets Management (FAM) Diagnostics Portlet
• Budget Transaction Consumed Amount Saved Search Update
• Labor Expense Allocation Now Available in SuiteApp Marketplace
• Support for SuitePeople U.S. Payroll in Labor Expense Allocation SuiteApprovals Enhancements

Approval Submission Process Enhancements

draft before it goes through the approvals routing process. On the General subtab of the Approval Preferences page (Setup > Approval Process Manager > Preferences), you can select which record types can be saved as a draft in the Enable Draft Status field.

• Submit for Approval – If you enabled the draft status preference for a record type, the approval process will not automatically start when the record is saved. The record will be saved in draft state upon creation, and a Submit for Approval button will be available. To initiate the approval process, you must click the Submit for Approval button.

These enhancements enable you to save and review the records for any changes needed. You can also

review the approvers on the applicable approval rules before submitting the record for approval.

Record Locking and Reapproval

The Approval Rule page and Approval Rule assistant now include a new section, Set Up Locking and record locking options:

• Lock records in Pending Approval or Approved status, or both.
• Allow editing of records regardless of approval status. This capability applies to purchase orders, vendor bills, and expense reports.
• Setting of percentage or amount tolerance limits – You can set tolerance limits to control whether records are rerouted for approval. Tolerance limits affect only pending approval and approved records. The system reroutes records for approval using the same approval rule if the change in the record amounts exceed the set percentage or amount tolerance. You also have the option to disallow rerouting regardless of changes in record amounts. This capability applies to purchase orders, vendor bills, and expense reports. SuiteApprovals Portlets expense reports for your approval.
  • The portlet lists the records by type and shows how many records you need to approve.
  • The record type name on the portlets links to a page from which you can access the records.
• SuiteApprovals Reminders – For vendor bills, purchase orders, and expense reports:
  • The portlet lists the pending approval and rejected records per record type for the whole account. Each status links to a page that shows the list of pending approval and rejected records.
  • You can also review ageing records awaiting approval, and review records that may require reapproval. For more information, see the help topic SuiteApprovals SuiteApp. Enhancements to Fixed Assets Management (FAM) Diagnostics

Portlet

The FAM Diagnostics portlet on the Home dashboard enables you to check the health of the Fixed Assets

Management SuiteApp. The following features are available in the enhanced FAM Diagnostics portlet:

• Scan for assets without an Asset Values record – Missing field values on the asset records often occur if the asset is imported when the server scripts are not running. When records have missing field values, depreciation values fail to generate. With this update, you can now scan your system to identify the list of assets with no Asset Values record. Click the Review Assets link in the portlet to open the Review Assistant. From the Review Assistant, you can check the details of each asset and choose to delete the assets or add asset values.
• Scan for lease payments without contracts – Missing contracts on the lease payment record occur if the records are imported when the server scripts are not running. With this update, you can now scan for lease payment records without contracts. When the scan is complete, you can click Create Lease Contracts under the Action column of the portlet to update the lease payment records.
• Updates to column labels – To improve the user interface, the Requires Action column is removed. You can refer to the Action column to check if the scan results require user input. For more information, see the help topic FAM Diagnostics Portlet.

Budget Transaction Consumed Amount Saved Search Update

Expense Commitments and Budget Validation SuiteApp version 1.0.7 includes an update to the Budget Transaction Consumed Amount predefined saved search. Previously, the results of this predefined saved search are sourced only from purchase orders, vendor bills, and purchase requests. In this update, additional search filters for other expense transactions are added. Expense reports, vendor credits, journal entries, and custom expense transactions are now also included in this predefined saved search. To learn more about how to create or modify your budget control saved search, see the help topic Creating a Budget Control Saved Search. Labor Expense Allocation Now Available in SuiteApp

Marketplace

The NFP Labor Expense Allocation SuiteApp is renamed to Labor Expense Allocation SuiteApp. This SuiteApp is now available for installation from the SuiteApp Marketplace. Previously, you can install the NFP Labor Expense Allocation SuiteApp from the Search & Install Bundles page. If you have the previous SuiteApp (version 1.00.4, bundle ID: 305364) installed in your NetSuite account and you want to use the new version, you need to uninstall that SuiteApp first before installing Labor Expense Allocation from SuiteApp Marketplace. Starting version 1.0.0, you can now install and use Labor Expense Allocation to allocate expenses through additional custom segments without installing the NFP Financials SuiteApps. The Labor Expense Allocation SuiteApp lets you:

• Allocate payroll costs, including salary and fringe benefits, to benefiting program, project, or grant segments.
• View and manage reports on total direct costs, including the labor costs of running a program or project.
• Retrieve employee pay data and fetch employee timesheets generated from the SuitePeople U.S. Payroll feature. For more information, see the help topic Labor Expense Allocation. Support for SuitePeople U.S. Payroll in Labor Expense

Allocation

For NetSuite accounts that have the NFP Labor Expense Allocation SuiteApp installed from the Search &

Install Bundles page, the new version is now called Labor Expense Allocation SuiteApp. In addition, Labor Expense Allocation version 1.01.0 now lets you process payroll data generated from the SuitePeople U.S. Payroll feature.

On the Labor Expense Allocation Preferences page, you can now set the following field preferences:

• Employee Pay Source – Set this preference to SuitePeople if your employee pay source comes from the SuitePeople U.S. Payroll feature.
• Saved Search for Employee Pay – Assign the predefined search provided by the SuiteApp or use your own customized saved search. The latest version includes a predefined saved search named SuitePeople Employee Pay. The search sources paychecks generated through the SuitePeople U.S. Payroll feature and employee pay transactions created through Labor Expense Allocation. In the latest version, there is no need to manually create or import timesheets into NetSuite. The SuiteApp now supports the automatic retrieval of employee pay data and enables you to fetch timesheets created through the SuitePeople U.S. Payroll feature. For more information, see the help topic Labor Expense Allocation.

Administration SuiteApps

This release note was updated September 21, 2022.

Following are the 2022.1 administration enhancements to SuiteApps:

• Upcoming Removal of Application Performance Management 1.13.0 and Earlier Versions
• Record Pages Monitor Updates
  Upcoming Removal of Application Performance Management 1.13.0 and Earlier Versions

From March 7, 2023 onwards, you can no longer use Application Performance Management (APM)

SuiteApp 1.13.0 and earlier versions to manage the performance of your customizations. As of NetSuite

2021.1, APM version 1.13.0 and earlier versions that were installed from the Search & Install Bundles page stopped receiving new features of the SuiteApp. After these versions are removed, you can no longer go to the APM SuiteApp and its pages through Customization > Performance (SuiteBundler). When you do, a notification will direct you to download the latest version of APM from the SuiteApp Marketplace. Beginning on September 20, 2022, a banner message informing you of the removal of earlier APM versions will also appear on the SuiteApp pages. To continue using the APM tools, install its latest version from the SuiteApp Marketplace and then uninstall the earlier version. When you have APM installed from the SuiteApp Marketplace, you can access its pages by going to Customization > Performance. With the latest APM SuiteApp version, you can use the following new and updated features:

• New REST Web Services Analysis page
• SOAP Web Services Analysis page changes
• Record Pages Monitor filter, sorting, and response time value updates For more information, see the following help topics:
• Installing the Application Performance Management SuiteApp
• Uninstalling a Bundle
• Differences Between APM from the SuiteApp Marketplace and from the SuiteBundler Record Pages Monitor Updates

Pages Monitor tool:

• Filtering and sorting options - Prior to this release, Record Pages Monitor filters the record operation tiles to show only the 10 most utilized record operations that ran in your account. You can then sort this prefiltered list according to a defined set of options. With APM version 2.1.0, Record Operations Monitor still shows the top 10 most utilized record operations by default, but it now also lets you filter according to the most used or most responsive record operations that ran in your account. As with previous releases, you can also filter data according to a predefined duration or a custom date and time. After applying the filters, you may also sort the resulting tiles in alphabetical order according to their record type or operation.
• Response time value display - Prior to this release, Record Pages Monitor shows the median response times on tiles and exported CSV files. The Response Time chart displays baselines only for the 95th percentile and median values. With APM version 2.1.0, Record Pages Monitor now shows the average response times on tiles and exported CSV files. A baseline for the average response time value is also added to the Response Time chart. To view the changes, go to Customization > Performance > Record Pages Monitor. For more information about these updates, see the help topic Monitoring Record Pages

Banking SuiteApps

This release note was updated August 10, 2022.

Following are the 2022.1 banking enhancements to SuiteApps:

• Cash 360 Now Available
• Cash 360 Enhancements
• Support for SFTP Download Directory Using Absolute Path
• Bank Feeds Enhancements

Cash 360 Now Available

Cash 360 SuiteApp version 1.00.0 is now available for installation from the SuiteApp Marketplace as a public and managed SuiteApp. Cash 360 lets you effectively manage cash flow by providing a real-time view of your company’s cash position and the ability to generate fast and accurate near-term forecasts. The SuiteApp has a cash management dashboard where you can do the following:

• Inspect real-time cash projections using charts and graphs.
• View the current total bank balance, payables, and receivables.
• View A/P and A/R aging summary pie charts.

Cash 360 also has the following cash forecasting features:

• Ability to set the forecast period preference to days, weeks, or months. This lets you see the impact of future cash inflow and outflow on the company’s cash position in various periods.
• Ability to group account codes to predict cash flow for a category rather than for individual accounts.
• A cash forecast table that shows the projection of financial inflows and outflows. Cash forecasts are derived from NetSuite data. You do not need to set up or import data from other sources. You can also add ad hoc cash inflow and outflow lines, such as finance inflow or capital investments, into the cash forecast. This enables you to better predict your company’s cash requirements and analyze your company’s liquidity status. For more information, see the help topic Cash 360. Cash 360 Enhancements

Cash 360 SuiteApp has the following enhancements:

• Support for Multiple Languages and Updated Supported Transactions
• Updated Saved Search, Calculations, and Transactions

Support for Multiple Languages and Updated Supported Transactions

For more information, see the help topic Configuring Multiple Languages.

• Updated supported transactions in the Cash 360 dashboard – All posting transactions that have impact on the accounts receivable and accounts payable are now included when displaying values in the Cash 360 Tiles and in the A/R and A/P aging summary pie charts. For more information, see the help topic Cash 360.

Updated Saved Search, Calculations, and Transactions

amount in the Cash Forecast table, the saved search that now opens displays all chart of accounts with the type equal to bank for your subsidiary.

• Updated calculations in the Cash 360 dashboard – The tiles and pie charts in the Cash 360 dashboard now include currency revaluations and transaction statuses in the receivable and payable amount calculations.
• Excluded memorized transactions – The calculation of accounts payable and accounts receivable amounts now excludes memorized transactions. When you click the accounts payable or accounts receivable amounts in the Cash Forecast table, the saved search results no longer include memorized transactions. For more information, see the help topic Cash 360.

Support for SFTP Download Directory Using Absolute Path

Previously, when configuring your SFTP (Secure File Transfer Protocol) connection using the Auto Bank Statement Import (ABSI) SuiteApp, the Download Directory field requires a relative path to the directory that contains the file to download. In ABSI SuiteApp version 22.1.0, you can use your financial institution’s directory in absolute path format to configure your SFTP connection. A new Use Absolute Path box is now available on the Connectivity

Configuration subtab of your format profile record. Checking the Use Absolute Path box prompts the

system to recognize the URL entered in the Download Directory field as an absolute path directory. For more information, see the help topic Configuring SFTP Connection for Auto Bank Statement Import. Bank Feeds Enhancements

Enhanced U.S. and Canada Bank Feeds Configuration Setup Interface

You can now connect to a U.S. or Canada financial institution through a modern configuration popup window with updated labels. Previously, the configuration window consisted of a three-phased setup to connect your financial institution to NetSuite. The latest version of the SuiteApp now uses a minimalist version that makes configuration seamless. To ensure optimized account linking and verification, the configuration popup window has been upgraded with the following:

• A new search algorithm with clear financial institution names and help text.
• Labels and error messages that provide you with clear steps.
• Ability to connect with financial institutions that use Open Banking technology and import your bank data. The system automatically redirects you to the financial institution’s website to authenticate your credentials and authorize NetSuite to retrieve your bank data for import.

Revised Notice on Data Processing

To support the Open Banking feature, the Technology License Agreement (TLA) with the Authorized Information Service Provider (AISP) of NetSuite has been updated. The system presents the revised notice only once during your connection setup The system also asks you to consent to data sharing every time you connect to a financial institution.

Support for Open Banking Feature

The latest version of the SuiteApp enables you to connect with and import your bank data from financial institutions that use Open Banking technology. With Open Banking, the system automatically redirects you to the financial institution’s website to authenticate your credentials and authorize the NetSuite AISP to retrieve your bank data. This action improves the bank feeds connection setup by providing fewer authentication requirements. For more information, see help topic Bank Feeds SuiteApp.

Inventory Management SuiteApps

This release note was updated August 17, 2022.

Following are the 2022.1 inventory management enhancements to SuiteApps:

• New On-demand Inspection Queue Capability in Quality Management
• Quality Management Enhancements
• SCM Mobile Enhancements
• Smart Count New On-demand Inspection Queue Capability in Quality

Management

Starting 2022.1, you can trigger an inspection queue on demand with or without reference to a NetSuite transaction context. Quality Management SuiteApp provides enhanced quality control with ad hoc inspection queues, which you can manually trigger to inspect items. You can create the following types of ad hoc inspection queues:

• A queue with a transaction reference – to inspect an item with reference to a parent or an inventory transaction before you receive it in inventory or after rework with different inspection criteria.
• A queue without a transaction reference – to inspect an item on a shelf or in inventory at any time. For more information, see the help topics On-Demand Quality Inspection Queues and Ad Hoc Inspection Queues. Quality Management Enhancements

New Saved Searches

To access your Quality Management saved searches, go to Quality > Reports. The following table shows the new saved searches incorporated into Quality Management SuiteApp from the SuiteSuccess add-on. For more information, see the help topic Quality Management Saved Searches.

Saved Search ID Description

QM Incoming Inspections customsearch_qm_inco_insp_scorecard Count of item receipt quality inspection

Scorecard results by status

QM Incoming Results by customsearch_qm_inco_results_spec_insp Item receipt inspection results

Specification & Inspection

Saved Search ID Description

QM Inspection Detail Results customsearch_qm_insp_detail_results Quality inspection results at an inspection detail-level QM Inspection Detail customsearch_qm_insp_detail_scorecard Count of inspection detail quality results

Scorecard by status

QM Inspection Field Detail customsearch_qm_insp_field_detail Quality inspection results at an inspection field-level QM Inspection Field customsearch_qm_insp_field_scorecard Count of inspection field quality results

Scorecard by status

QM Inspection Samples customsearch_qm_insp_samples_scorecard Count of inspection field quality results

Scorecard by status for samples

QM Production Specification customsearch_qm_prod_spec_scorecard Count of specification quality results by Scorecard status for work orders and assembly builds

QM Quality Inspection customsearch_qm_insp_queue_assigned Inspection queues assigned to

Queue Assigned inspectors

QM Quality Inspection customsearch_qm_insp_queue_unassigned Inspection queues not assigned to

Queue Unassigned anyone

QM Quality Inspection customsearch_qm_insp_results Quality inspection results status

Results

QM Quality Inspection customsearch_qm_insp_values_reported Reported quality check values for

Values Reported inspection

QM Quality Test Required customsearch_qm_test_required Count of transactions by transaction type that are eligible for quality inspections QM Vendor Scorecard customsearch_qm_vendor_scorecard Quality inspection results by count for each vendor

New Workflows

To access your Quality Management workflows, go to Customization > Workflow > Workflows. The following table shows the new workflows incorporated into Quality Management SuiteApp from the SuiteSuccess add-on. For more information, see the help topic Quality Management Workflows.

Workflow ID Description

QM Populate Vendor customworkflow_qm_populate_vendor Populates the vendor transaction in the quality inspection queue record

QM Quality Data Sample customworkflow_qm_data_sample_scorec_ Populates the Test Pass and Test Fail fields

Scorecard Update upd with integers in the following scorecards for sampled items:

• QM Incoming Inspections Scorecard
• QM Inspection Detail Scorecard
• QM Inspection Field Scorecard
• QM Inspection Samples Scorecard

Workflow ID Description

QM Send Email on customworkflow_qm_send_email_on_failure Sends an email message if the quality

Failure specification fails

QM Send Email When customworkflow_qm_send_email_added_ Sends an email message when the system

Added to Queue queue automatically adds an item to the inspection queue

QM Vendor Scorecard customworkflow_qm_vendor_scorec_fld_upd Assigns an integer to a quality inspection

Field Update result to enable accurate counting

SCM Mobile Enhancements

Note: SCM Mobile is shared with the following NetSuite features and SuiteApps: Warehouse Management, Manufacturing Mobile, and Pack Station. For more information, see the help topic SCM Mobile. or custom mobile process. SCM Mobile maps the rows of your additional columns with those from the columns of the existing table. Using a RESTlet, you can save the data from additional columns to a NetSuite record. For mobile configuration, you can set up a RESTlet type of action for the button click event of the associated mobile page. For mobile customization, you can set it up for the column click, row click, and button click events.

• Enhanced navigation for popup windows - Previously, you can navigate to the parent page only of a popup window. Now, you can specify the target page for the mobile action that you set up to perform the navigation. You can add conditions to control the navigation.
• Update to printer type options - When you specify a printer type, you can now choose the All Types option for printers that support labels and reports. See the help topic Setting Up Your Printers.
• Automatically Submit Default Values - This checkbox appears on the configuration and customization pages for Text Box element types. When you assign a default value to the element, you can check this box. NetSuite automatically submits the default value, along with the mobile page, after the element is populated.

For custom mobile processes, the data or page submission depends on the settings for the Action

Button element that you choose as the primary action. See the help topic Configuring Mobile Page Elements.

Smart Count

The Smart Count SuiteApp version 1.00.0 lets you perform inventory counts in real time, without freezing transactions in the entire location. The SuiteApp records the on-hand quantities of items being counted at count start and then keeps track of transactions taking place during counting. If there are any on-hand quantity changes, the SuiteApp notifies the counter so that the counter can take appropriate action. You can use the SuiteApp on a mobile device to perform inventory count. The Smart Count SuiteApp also lets you review item count records to approve, reject, or suggest items for recount. The Smart Count Review page lists all item count records for review. The Smart Count SuiteApp is a paid SuiteApp. To get access to the SuiteApp, contact your NetSuite account manager. For more information, see the help topic Smart Count.

Item Record Management SuiteApps

This release note was updated September 21, 2022. Following are the 2022.1 item record management enhancements to SuiteApps: Allergen Statements Enhancements Advanced PDF/HTML Templates for guidelines and enabling procedure.

• The SuiteApp is now available in all languages that NetSuite supports. For more information about system-supported languages, see the help topic Configuring Multiple Languages. For more information, see the help topic Allergen Statements SuiteApp.

Localization SuiteApps

This release note was updated October 5, 2022.

Following are the 2022.1 localization enhancements to SuiteApps:

• Advanced Localization Features Enhancements
• Australia Payment Times Report
• ANZ Localization Preferences and Supplier List Updates
• Belgium Localization Tax Reports Enhancements
• Belgium Localization Now Available in SuiteApp Marketplace
• China Localization Enhancements
• Contra Account Sheet
• Country-Specific Reports Enhancements
• France Localization FEC Enhancements
• Germany Localization Now Available
• GL Matching Enhancements
• India Localization Enhancements
• Ireland Localization Enhancements
• Japan Localization Enhancements
• Localization Assistant SuiteApp Enhancements
• Mexico Foreign Trade
• Netherlands Localization Enhancements
• Netherlands VAT and WKR Reports Enhancements
• Norway Tax Reports Enhancements
• Philippines Invoicing Enhancements
• Philippines Invoicing Updates
• Portugal Invoice Certification Enhancements
• Portugal SAF-T Enhancements
• Sweden Tax Reports Enhancements
• United Kingdom Localization Enhancements
• U.S. Sales Tax Reports for SuiteTax

Advanced Localization Features Enhancements

In Advanced Localization Features version 1.02, you can now use additional printing options to customize your invoices and credit memos.

• Print Note if There’s No Payment Discount – Adds a note when payment discount is not applied.
• Mark Document as Copy or Duplicate – Enables labeling the document as Copy or Duplicate.
• Hide Total Incl. VAT Column – Hides the Total Incl. VAT Column from the printed invoice. You can customize the label of printed invoices and credit memos using the Use Popup for Email Transaction Button. For more information, see the help topic Advanced Localization Features. Australia Payment Times Report

Payment Times Report Generation

You can now generate the Payment Times Report (PTR) for submission to the Payment Times Reporting Portal. The PTR is a legislative requirement for large businesses in Australia that have trade credit arrangements with small businesses. It reports the payment terms and practices of your small business suppliers. You must submit the PTR within three months after the reporting period. The Payment Times Reporting

Portal requires the following:

• CSV file containing the payment information
• Word or PDF file containing signatures and associated declarations On the Country Tax Reports page in NetSuite, you can generate the PTR and then export the CSV file and the Word (.doc) file. PDF is not yet supported. The Australian government requires you to submit the Payment Times Report in Australian dollars (AUD). If your subsidiary in Australia uses a currency that is not AUD, you must set up your account to convert your transaction currency to AUD. For more information about what you need to do before generating a PTR, see the help topic Payment Times Report (PTR).

Payment Times Report Configuration

The ANZ Localization SuiteApp provides the Payment Times Report Configuration page where you must provide information needed for generating the PTR. The configuration page contains the following subtabs:

• Entity & Approval Information – Contains fields for entity, submitter, and approver details.
• Payment Details – Contains fields for payment period, practices and arrangements, and supply chain financing.
• Others – Contains fields for changes in accounting period, business name, and comments related to the report. For more information, see the help topic Payment Times Report Configuration.

ANZ Localization Preferences and Supplier List Updates

To avoid possible conflicts with other SuiteApps, the script IDs for the following fields in the ANZ Localization SuiteApp are changed in version 1.1.3.

Page Field New Script ID Old Script ID

ANZ Preferences ABN Verification Warning custrecord_anz_bn_verification_ custrecord_bn_verification_ comp warnings_comp Allow Override custrecord_anz_override_bn_ custrecord_override_bn_warnings warnings

Supplier ABN List Report Export File Name custrecord_anz_current_date custrecord_current_date

Export File Name custrecord_anz_running_ custrecord_running_number_ number_count count

Supplier List custrecord_anz_date custrecord_date

After the update, the following values will reset:

• Supplier list exported file name - The running number count used in the supplier list exported file name will reset. You can access the Supplier ABN List Report page at Setup > ANZ Localization > Supplier List. For more information, see the help topic Generating a Supplier ABN List Report.
• ANZ Preferences - The preferences on this page will reset to their default values. To set the values again for ABN Verification Warning, go to Setup > ANZ Localization > Preferences. If applicable, check the Allow Override box. For more information, see the help topic Setting Up ANZ Localization Preferences. Note: If you have existing customizations that use any of the old script IDs, you need to update these customizations to use the new script IDs after the SuiteApp is updated to version 1.1.3. In addition, this update removes the duplicate vendor records from the Supplier ABN List Report page.

Belgium Localization Tax Reports Enhancements

Belgium Localization SuiteApp provides the following enhancements to SuiteTax-based reports in 2022.1:

• VAT Return 625 XML export – The VAT Return 625 report can now be exported to XML. You can download the XML file from the Country Tax Report page, where you generate the VAT report.
• Updated XML file exports – The XML versions of the Belgium Intrastat, Annual Client Listing, and EU Sales List reports have been updated according to recent tax reporting standards. The update includes a fix in the formatting of certain information in the reports.
• Availability in German – You can now generate the tax reports provided by this SuiteApp in German, besides English, French, and Dutch.
• Multi-Book Accounting support – If you are using full multi-book accounting, you can generate the Periodic VAT Return 625 for a specific accounting book.
• Capability to set VAT preferences – You can set the preferences for Periodic VAT Return 625 reporting. For example, you can enable a nihil client listing, request restitution, or ask for paper payment forms. The preferences you set appear only in the XML export of the VAT return. For more information, see the help topic Belgium Localization.

Belgium Localization Now Available in SuiteApp Marketplace

Belgium Localization SuiteApp version 2.00.0 is now available in the SuiteApp Marketplace. Previous

versions of this SuiteApp are no longer supported. If you are using the SuiteTax feature, installing this latest version prevents compatibility issues in your Belgium tax reports with NetSuite 2022.1 and later versions.

Belgium Localization SuiteApp version 1.05.0 or earlier is not automatically upgraded to version 2.00.0. To

install this latest version from the SuiteApp Marketplace, you must first uninstall the older versions of the SuiteApp (Bundle ID: 307195) from the SuiteBundler. For more information, see the help topic Belgium Localization. China Localization Enhancements Additional Reporting Filters and Templates for China Voucher

List Reports

China Localization version 1.00.25 provides additional filters and templates for China Voucher List Reports. You can now use the Vendor, Customer, and Employee fields as search filters when generating the China Voucher List. You also have more templates to choose from when generating a China Voucher List. Voucher templates prefixed with New have an increased character limit for the Account Description and Memo columns. These templates also include vendor, customer, or employee data in each line item. For more information, see the help topics Generating the China Voucher List and Setting Up Preferences for China Voucher List. China Localization Support for SuiteTax Engine China Localization version 1.00.26 provides support for SuiteTax features. Accounts with SuiteTax enabled will be able to use China Localization features. For more information, see the help topic Installing China Localization In Accounts With Suitetax.

Contra Account Sheet

Starting version 1.2.1, Contra Account Sheet SuiteApp is available for installation from the SuiteApp Marketplace (Application ID: com.netsuite.kontenblatt). This SuiteApp enables you to generate transaction reports with contra account information. Previously, you can install the Contra Account Sheet SuiteApp from the Search & Install Bundles page. If you have the previous SuiteApp (version 1.01, bundle ID: 314179) installed in your NetSuite account, you need to uninstall that SuiteApp first before installing the new version of Contra Account Sheet from SuiteApp Marketplace. In version 1.2.7, Contra Account Sheet now displays data from accounting books in active, inactive, and pending states.

Country-Specific Reports Enhancements

Country-Specific Reports SuiteApp version 1.03 includes the new account balance drill-down feature. To use this feature, you must have the Contra Account Sheet SuiteApp installed in your NetSuite account. Also, this feature is available only for reports that use the list of accounts feature. To help you better understand the report data related to a single account, the drill-down feature connects the reports provided by the Country-Specific Reports SuiteApp with the Contra Account Sheet SuiteApp dashboard. When you click a value in your report, it opens a new browser tab that shows the Contra

Account Sheet dashboard. This dashboard contains detailed transaction-level information for the selected

account and period. Currently, you can drill down only to a single account balance. This update also adds a new Report Type field on the CSR – Report record. To use the account balance drill-down feature on new or existing reports, this field must be set to either income statements or balance sheets. For more information, see the help topic Country-Specific Reports.

France Localization FEC Enhancements

France Localization SuiteApp provides the following enhancements to the Fichier d’Ecritures Comptables (FEC) file:

• Compatibility with NetSuite accounts that are not OneWorld – If you do not have a OneWorld account, you can still generate the FEC file. For such NetSuite accounts, company information replaces the subsidiary information in the FEC file.
• Updated FEC fields – The JournalLib, EcritureLib, and JournalCode fields in the FEC file have been updated to account for custom transactions.
• Account number format validation – You will receive an email if you have accounts that do not comply with France’s generally accepted accounting principles (PCG). Having account number formats that are not compliant with PCG no longer prevents you from generating the FEC file. For more information, see the help topic France Localization. Germany Localization Now Available Germany Localization SuiteApp version 1.0 is now available for installation. The Germany Localization SuiteApp provides features that address or comply with accounting and financial reporting requirements or standards specific to Germany. Two important German standards (SKR03 and SKR04) are supported. Chart of accounts templates with numerous common accounts are provided, giving German companies the option to add subaccounts to the chart of accounts or to set up only the accounts they will use. The Germany Localization SuiteApp also supports several German financial statements including the balance sheet, the income statement, and balance reports (SuSa).

These financial statements display aggregated data drawn from relevant accounts defined in the chart

of accounts. Also, several SuiteTax-based reports are available, such as Intrastat – Arrivals and Intrastat - Dispatches, Recapitulative Statement, Periodic VAT Return – USt 1A, and GoBD Data Extract. For more information, see the help topic Germany Localization.

GL Matching Enhancements

GL Matching 2.03.6 includes the Intercompany Journal Entries filter on the GL Matching Dashboard

page. You can search for intercompany journal entries using the filter and match transactions.

Note that in accounts with the Intercompany Journals feature disabled, the new Intercompany Journal

Entries filter remains visible under the transaction type filter. However, using the filter will return an empty search result. For more information, see the help topics Making Intercompany Journal Entries and GL Matching Dashboard Management.

• Expense
• Income
• Other Expense
• Other Income You can add accounts with these account types to match your transactions. See the help topics

Including Accounts in GL Matching and GL Matching Dashboard Management for more information

• Support for accounting contexts. OneWorld accounts with accounting contexts set up can see account numbers and account names with accounting contexts in the following:
  • Account drop-down field in the GL Matching Dashboard page
  • Account column in the GL Matching - List of Accounts page See the help topics Including Accounts in GL Matching, Accounting Contexts, and GL Matching Dashboard Search Filters for more information. India Localization Enhancements

India Localization SuiteTax Engine Enhancements

India Localization SuiteTax Engine SuiteApp version 3.03.0 now lets you create transactions for Exempted

and SEZ subsidiary registration types. You can now select Exempted or SEZ from the Subsidiary Registration Type field of the Goods and Services Tax (GST) tax rate rule record. For more information, see the help topic Setting Up Tax Rate Rules for India GST.

India Localization SuiteTax Reports Enhancements

The reports provides a comprehensive view of all the purchase made during a certain period.

• You can now configure the GSRT1 CDNR report to include or exclude nontaxable transactions when generating the report. For more information, see the help topic India Goods and Services Tax (GST) Reporting.

Ireland Localization Enhancements

• Report boxes definition is revised to support Postponed Accounting.
• Multi-Book Accounting is now supported.
• Report design is updated and now includes PDF and Excel export options.
• For the Periodic VAT Return – VAT3 report:
  • Report boxes definition is revised to support Postponed Accounting.
  • Multi-Book Accounting is now supported.
  • Report design is updated and now includes PDF and Excel export options.
  • Support for manual e-filing using XML file is now available.
• Intrastat Dispatches (post-2021) report is now available. This report enables you to generate

Intrastat Dispatches report for periods starting January 1, 2022 in compliance with current

requirements. Intrastat Dispatches (post-2021) report contains two additional columns:

• Partner Operator VAT Number - VAT number of the company where the goods are dispatched to.
• Country of Origin - Country where the goods were harvested, manufactured, or substantially changed. SuiteApp enables you to use Ireland-specific features such as tax reporting, Intrastat and EC Sales List reporting, and electronic bank payments. Previously, you could install the Ireland Localization SuiteApp from the Search & Install Bundles page. If you have the previous SuiteApp (version 1.02, bundle ID: 318395) installed in your NetSuite account, you need to uninstall it before installing the new version of Ireland Localization from SuiteApp Marketplace. For more information, see the help topic Ireland Localization. Japan Localization Enhancements

Consolidated Invoice Summary

Version 2022.1 provides the new consolidated invoice summary that includes all transactions of the subcustomers of your customers. To enable the consolidated invoice summary feature, check the Include All Transactions of Subcustomers box on the Generate Invoice Summary page. The consolidated invoice summary requires the following:

• The Multi Subsidiary Customer feature must be disabled.
• The parent customer and its subcustomers must have the same subsidiary and currency.
• The customer you select to generate a consolidated invoice summary for must be a parent or primary customer, not a subcustomer.
• Transactions of the parent customer and its subcustomers must have the Include in Invoice Summary box checked.
• You must add Customer: Internal ID, to the custom saved search Invoice Summary Transaction

Search; otherwise, an error may be encountered in using the consolidated invoice summary. Invoice

Summary Transaction Search is specified in the Statement Search field on the Japan Localization Setup tab of a subsidiary record. The consolidated invoice summary has a corresponding template that you must specify in the Invoice Summary Template (Consolidated) field on the Japan Localization Setup subtab. For more information see, Consolidated Invoice Summary and Setting the Invoice Summary Template.

Custom PDF Template for Journal

Version 2022.1 includes a customizable PDF template for journal custom transaction forms. Similar to the

PDF templates for invoices, sales orders, and purchase orders, you can specify and include custom fields

for the journal PDF template under the Custom Advanced PDF Template field group. You can access this section on Japan subsidiary records for OneWorld accounts or on the Company Information page if you do not have a OneWorld account. You can specify the document title or a greeting for journals. These details will be included in the PDF printout of the journal custom transaction form that use the PDF template. For more information, see the help topic Using Custom PDF Templates for Custom Transaction Forms.

Japan Holidays Subtab

The Holidays subtab is renamed to Japan Holidays subtab. This subtab is available on the Japan subsidiary records for OneWorld accounts or on the Company Information page if you do not have a OneWorld account.

Localization Assistant SuiteApp Enhancements

Localization Assistant SuiteApp version 1.1.0 helps localization country’s teams to manage their

components. You can customize actions for your Localization SuiteApps using the Localization SuiteApps feature in your account. You can also search for required components on the Manage SuiteApps page by using the Component Name and Component Status search filters. Localization Assistant SuiteApp currently integrates with the following SuiteApps or Bundles to support the components for localization countries or partner SuiteApps:

• Electronic Bank Payments
• Electronic Invoicing
• Tax Reporting Framework

Mexico Foreign Trade

Mexico Foreign Trade SuiteApp is now available for installation from the NetSuite SuiteApp Marketplace

(Application ID: com.netsuite.mexicoforeigntrade). This SuiteApp enables your companies to generate and process e-documents for foreign trade operations in Mexico. In version 1.0.0, the SuiteApp provides features and capabilities for export and import operations.

• Exports
  • Servicio de Administración Tributaria (SAT) catalogs – The SuiteApp provides the latest SAT and

Customs catalogs required for conducting foreign trade in Mexico. Mexico-specific custom fields

are also provided to capture values from these catalogs. For more information, see the help topic SAT Fields for Mexico Foreign Trade.

• Mexico Foreign Trade field mapping – You can map standard NetSuite records to the official SAT and Customs catalog values. These custom values are automatically captured in transactions, which enables you to generate XML and PDF files and have them successfully certified by the SAT.
• Foreign trade transactions – You can generate and certify export foreign trade operations and post them to the configured general ledger accounts.
• PDF templates - PDF templates are available to let you obtain printable versions of certified CFDIs (Comprobante Fiscal Digital por Internet) with the foreign trade information required by the SAT. For more information, see the help topic Electronic Invoicing for Mexico Foreign Trade.
• Sales account reclassification - To reflect export scenarios in the general ledger, you can reclassify the general sales account to a foreign trade account using the Foreign Trade Account Mapping record. For more information, see the help topic Sales Account Reclassification for Mexico Foreign Trade.
• Imports
  • Customs Details of Import - You can add information about your import operations on item- related transactions. This feature enables you to store and include customs details in your transactions, which are required by SAT. For more information, see the help topic Customs Details of Import Operations for Mexico Foreign Trade.

Netherlands Localization Enhancements

Netherlands Localization SuiteApp version 1.04.0 provides the following enhancements:

• Work-related costs reporting – The SuiteApp lets you categorize, organize, and report your taxable and nontaxable employee allowances and benefits under the Netherlands work-related costs scheme or werkkostenregeling (WKR). Note: These WKR features are compatible only with NetSuite OneWorld accounts.
• Updated EC Sales List – The SuiteTax-based EC Sales List report is updated to include items that are subject to a zero tax rate. Items that are exempt from taxation (their assigned tax code has a property of Exempt) remain excluded from this report. Important: Netherlands Localization version 1.04.0 is available on the SuiteApp Marketplace. If you installed an earlier version of this SuiteApp from the Search & Install Bundles page (bundle ID: 307509), you must uninstall the previous version before installing version 1.04.0 from the SuiteApp Marketplace. Installing version 1.04.0 enables you to use the WKR features and prevents compatibility issues in your Netherlands SuiteTax-based reports with NetSuite version 2022.1. For more information, see the help topic Netherlands Localization.

Netherlands VAT and WKR Reports Enhancements

Netherlands Localization SuiteApp version 2.00.0 provides enhancements to the following reports:

• SuiteTax-based VAT OB69 – If the Full Multi-Book Accounting feature is enabled in your account, you can generate the VAT OB69 report for a specific accounting book. This new version also provides the following updates to the VAT OB69 report filters:
  • The report filter descriptions are updated according to the current VAT specifications in the Netherlands.
  • Box 5b of the report now includes the Intra-Community Purchase tax transaction type.
• Work-related costs or werkkostenregeling (WKR) – The new version of the SuiteApp enables you to report the work-related costs per accounting book. However, WKR reporting currently supports only accounting books that use the EUR currency. For more information, see the help topic Netherlands Localization.

Norway Tax Reports Enhancements

Norway Tax Reports SuiteApp version 1.07 includes the Norway VAT Return for NetSuite accounts without

SuiteTax. This report is available for accounting periods starting on January 1, 2022. The report uses the

Norway tax codes for 2022 provisioned by the International Tax Reports SuiteApp. For more information, see the help topic Norway Tax Codes. You can also manually export the Norway tax codes in XML format. Note: You can still use the Norway VAT Return provided by the International Tax Reports SuiteApp for reporting periods before 2022. For periods starting January 1, 2022, you must use the report provided by the Norway Tax Reports SuiteApp. Before you generate the Norway VAT Return, ensure that the Norway tax codes in your account are set up correctly.

• Provision Norway Tax Codes for 2022 – Norway tax codes for 2022 is automatically provisioned for new installations of the International Tax Reports SuiteApp. However, if this SuiteApp is already installed in your account, you need to manually provision the new tax codes. For information about manually provisioning Norway tax codes, see the help topic Automatic Tax Code Provisioning Workaround.
• Map Norway Tax Codes to Standard Tax Codes – Norway tax codes must be mapped to Standard tax codes using the Audit Files Field Mapping page, which is available with the Tax Audit Files SuiteApp. For information about mapping Norway tax codes, see the help topic Mapping Norway VAT Tax Codes.

Norway Tax Reports SuiteApp version 1.08.0 provides the following enhancements:

• VAT Return — Detail — Norway VAT Return report now includes a VAT Return - Detail report, which displays detailed information about individual transactions aggregated in VAT Return report lines. It can be exported in XLS format.
• Fully Non-Deductible Reverse Charge Codes and Partially Non-Deductible Reverse Charge Codes now supported.

Norway Tax Reports SuiteApp version 1.09.0 provides the following enhancements:

• Adjustment Book Support – Norway SAF-T report now fully supports Adjustment Book feature of Multi-Book Accounting. For more information, see the help topic Norway Tax Reports SuiteApp.

Philippines Invoicing Enhancements

The Southeast Asia Localization SuiteApp version 4.0.0 includes new Philippines invoicing custom fields where you can enter information registered with the Bureau of Internal Revenue (BIR). The following describes the enhancements included in this update:

• Taxpayer Branch Code Update
• Document Serial Number Update

Taxpayer Branch Code Update

If you have the Location feature enabled in your NetSuite account, the Taxpayer Branch Code field gets added to your location record. During the upgrade, the system copies the values in the Branch ID field into the Taxpayer Branch Code. For more information, see the help topic Updating the Taxpayer Branch Code.

Document Serial Number Update

The following inclusive serial number fields let you customize how serial numbers appear in Philippines documents:

• Serial number fields are now split into the Series Range From and Series Range To fields.
• The new Prefix and Suffix fields let you customize how prefixes and suffixes are formatted.
• The new Display Preview field shows a preview of the serial number combination you create. The new serial number fields comply with BIR-required formatting and will be printed in footer details of your transactions. These fields are added under the Document Serial Number section of the Philippines Invoicing subtab in your subsidiary, company information, or location record. For more information, see the help topic Philippines Inclusive Serial Number.

Philippines Invoicing Updates

Based on Revenue Regulations (RR) Number 6-2022, the five-year validity period of invoices and receipts has been removed. This change is supported by the Philippine invoicing features of the Southeast Asia Localization SuiteApp. In version 4.01.0, the following are removed in the footer details of transactions that use Philippines templates:

• The footer phrase “THIS INVOICE (DOCUMENT or RECEIPT) SHALL BE VALID FOR FIVE (5) YEARS

FROM THE DATE OF ACKNOWLEDGMENT CERTIFICATE (or PERMIT TO USE)”

• Validity date next to Date Issued MM/DD/YYYY line For more information, see the help topic Permit To Use (PTU) for Computerized Accounting System (CAS).

Portugal Invoice Certification Enhancements

Portugal Invoice Certification SuiteApp provides the following enhancement in 2022.1:

• Portugal Invoice Certification Document Series
• QR Code Updates
• Portugal Invoice Certification Shipping Documents For more information, see the help topic Portugal Invoice Certification.

Portugal Invoice Certification Document Series

Following the mandate from the Portugal Tax and Customs Authority, the Portugal Invoice Certification

SuiteApp version 1.06.0 enables you to create a document series for the following sales transaction types:

• Invoice
• Sales Order
• Cash Sale
• Payment
• Item Fulfillment
• Credit Memo
• Cash Refund Starting January 1, 2022, sales transactions with a Portugal customer or subsidiary must have a document series identifier. You are not allowed to save a transaction if the document series identifier is missing. Transactions dated January 1, 2022 and later also includes the document series identifier in the Portugal Transaction ID.

QR Code Updates

Portugal Invoice Certification SuiteApp version 1.07.0 includes updates in the calculation of the VAT

amounts that are included in the QR code information. The VAT amounts are based on the tax rates that are specific to each fiscal area in Portugal, namely: Mainland Portugal, Autonomous region of the Azores, and Autonomous region of Madeiras. The VAT–related values per fiscal area are indicated in fields I(1-8), J(1-8), and K(1-8) of the QR code. You can specify to which fiscal area a tax code is applied. Portugal tax code records contain the Portugal Fiscal Area field, where you can select the fiscal area code. Based on this selection, the tax rates of the specified fiscal area are applied. Portugal Invoice Certification Shipping Documents item fulfillment transaction record:

• AT DOC CODE ID – This code refers to the identification code issued by the Portugal Tax and Customs Authority (AT). It was added to the document per Decree No. 147/2003, of July 11. The code is obtained from AT after submitting the SAF-T for Shipping file.
• Movement of Goods Start Time – This new field is required for the Portugal SAF-T report generation, section Transport Documents. Use it to enter the date and time of when the loaded vehicle left your company’s premises, and the transport of goods started.
• License Plate – If information about the license plate of the vehicle that transports the goods is applicable for your transaction, you can enter it in this field. For more information, see the help topic Portugal Invoice Certification. Portugal SAF-T Enhancements

Portugal SAF-T SuiteApp provides the following enhancements in 2022.1:

Portugal SAF-T SuiteApp version 1.04.0 requires you to enable the SuiteScript feature in your account

prior to the SuiteApp installation. If the SuiteApp is already installed, you should enable the feature before upgrading to a new version of the SuiteApp. This prerequisite is essential for the following newly added enhancements:

• Capability to Generate SAF-T for Shipping File In this version, both Administrator and non-Administrator roles are able to generate the SAF-T for

Shipping file. This procedure provides support in generating shipping documents that are required in

Portugal for the movement of goods. You create these documents in NetSuite using item fulfillments.

• Capability to Update ATDocCodeIDs in Portugal Shipping Documents In this version, both Administrator and non-Administrator roles are able to update ATDocCodeIDs in Portugal shipping documents in bulk. ATDocCodeID is a code provided by the Portugal Tax and

Customs Authority (AT) as an indication that the item fulfillment record has been validated. This

procedure refers to updating the shipping documents’ ATDocCodeIDs, which you received from AT in the XML file format. After the update, they can be found in the respective item fulfillment records.

• Addition of Movement of Goods Information to Portugal SAF-T for Billing in XML Version 1.04_1 In this version, the Portugal SAF-T for Billing in XML Version 1.04_1 includes newly added information about item fulfillment records. This includes all of the shipping documents selected for the SAF-T for Billing file generation. This addition further contains information about each included item fulfillment transaction under a specific Portugal subsidiary. In this version, you are able to select from the newly-supported analytical accounting grouping categories on Audit Files Field Mapping page. These include AR, AA, and AM grouping categories, and you can use them to map your Portugal GL accounts.
• Addition of Customer Payments Information to Portugal SAF-T for Billing in XML Version 1.04_1 In this version, Portugal SAF-T for Billing in XML Version 1.04_1 includes information about customer payments transactions created within NetSuite. For more information, see the help topic Portugal SAF-T.

Sweden Tax Reports Enhancements

In Sweden Tax Reports version 1.02, the Intrastat Dispatch report now includes two additional columns:

• Country of Origin - Country where the goods were harvested, manufactured, or substantially changed.
• Partner ID - VAT number of the company the goods are dispatched to. For more information, see the help topic Sweden Tax Reports SuiteApp. United Kingdom Localization Enhancements now be exported in PDF format.
• Period VAT return – VAT 100 - This report now supports multi-book accounting.
• Intrastat – Arrivals - These reports are updated in accordance with Brexit negotiations. Three reports are now available:
  • Intrastat – Arrivals (Pre-2021) – Valid through December 31, 2020.
  • Intrastat – Arrivals (2021) – Valid from January 1, 2021 through December 31, 2021.
  • Intrastat – Arrivals (Post-2021) – Valid starting January 1, 2022.
• SVB BACS, MULTIBACS or Faster Payments – This new payment template from SVB bank is now available in CSV format. reports are now available:
  • Intrastat – Dispatches (Pre-2021) – Valid through December 31, 2020.
  • Intrastat – Dispatches (2021) – Valid from January 1, 2021 through December 31, 2021.
  • Intrastat – Dispatches (Post-2021) – Valid starting January 1, 2022.
• Intrastat – Dispatches (Post-2021) now contains two additional columns:
  • Country of Origin - Country where the goods were harvested, manufactured, or substantially changed.
  • Partner Operator VAT Number - VAT number of the company the goods are dispatched to.

SuiteApp enables you to use UK-specific features such as VAT100 tax reporting, Making Tax Digital

(MTD) VAT online submission process to HMRC, electronic bank payments, and Intrastat reporting. Previously, you could install the United Kingdom Localization SuiteApp from the Search & Install

Bundles page. If you have the previous SuiteApp (version 1.6.1, bundle ID: 302845) installed in

your NetSuite account, you need to uninstall it before installing the new version of United Kingdom Localization from SuiteApp Marketplace. For more information, see the help topic United Kingdom Localization

U.S. Sales Tax Reports for SuiteTax

The U.S. Sales Tax Reports SuiteApp allows accounts with the SuiteTax feature enabled to use a filter page to set up and generate SuiteAnalytics workbooks for sales tax transaction data.

Reports included are:

• Sales Tax Liability by Tax Item
• Sales Tax Liability by Tax Agency
• Sales Tax on Sales Summary
• Sales Tax on Sales Detail
• Sales Tax Analysis After installation, a filtering page enables you to select the report you want to generate. You can filter by subsidiary, date, and accounting book. Reports are generated using SuiteAnalytics workbooks. For more information, see the help topic U.S. Sales Tax Reports.

Manufacturing SuiteApps

This release note was updated July 6, 2022.

Following are the 2022.1 manufacturing enhancements to SuiteApps:

• Enhanced Usability for Scanner Flow in Manufacturing Mobile
• FEFO Lot Assignments Enhancements
• Lot Auto Numbering Enhancements
• Static Route Management Enhancement

Enhanced Usability for Scanner Flow in Manufacturing Mobile

additional context about the specific shift. Additionally, the default number of shifts listed is reduced to one.

• On the Enter Quantity page, the Last Quantity Reported and Last Reported Time fields are added.
• Popup messages and error messages for entering a reported quantity are updated. The messages now provide better descriptions of the outcome of specific actions. For more information, see the help topic Manufacturing Mobile Work Messages.
• To provide additional context about the work order, some pages are updated with new columns and fields.
• To reduce the number of pages to navigate, some confirmation and success message pages are removed.

FEFO Lot Assignments Enhancements

In version 2.01.0, the FEFO Lot Assignments SuiteApp now supports translation. In version 2.00.0, the FEFO Lot Allocations SuiteApp is renamed to FEFO Lot Assignments SuiteApp. This In this mode, you can assign lots on order fulfillment through UI, CSV import, or web services. The previous workflow of lot assignment is now called the commit and assign mode.

• FEFO lot assignments preferences - You can now set your preferences for each location with the

FEFO Lot Assignment preferences. When the SuiteApp is updated to the new version:

• The SuiteApp creates FEFO Lot Assignment preferences for each location and configures the preferences to commit and assign mode. You may later update the preferences for each location.
• The SuiteApp checks lots of the existing lot numbered items. If all the lots of an item have an expiration date, then the SuiteApp checks the Expiry Date Required box for the item. If one or more lots do not have the expiration date set, then the SuiteApp does not check the Expiry Date Required box for the item.
• Import cash sale transactions – You can now import cash sale transactions and assign lots to the items in cash sale transactions. The SuiteApp provides the CSV Import – Cash Sale page for importing the transactions.
• Message reports – You can now get a consolidated report of messages by subsidiary, location, or message type from the FEFO Lot Assignment Messages Report page. For more information, see the help topic FEFO Lot Assignments. Lot Auto Numbering Enhancements element. For more information, read the help topic Lot Auto Numbering SuiteApp.

Static Route Management Enhancement

In the Static Route Management SuiteApp version 2.01.2, the Manage Route Shipments page now displays the amount in base currency of the customer’s subsidiary. For more information, read the help topic Managing Routes.

Non-Profit SuiteApps

This release note was updated April 6, 2022.

Following are the 2022.1 non-profit enhancements to SuiteApps:

• Online Donations Now Available in SuiteApp Marketplace
• Custom Segments Update in Labor Expense Allocation Preferences

Online Donations Now Available in SuiteApp Marketplace

Online Donations SuiteApp version 1.00.0 is now available for installation from the SuiteApp Marketplace. The Online Donations SuiteApp provides a template for capturing online donations on your organization’s nonprofit website. You can integrate online donation directly to NetSuite and receive online donation payments using the NetSuite Payment Link feature. The SuiteApp also supports anonymous donations and tracking of recurring online donations in NetSuite. For more information, see the help topic Online Donations. Custom Segments Update in Labor Expense Allocation

Preferences

Previously, on the Labor Expense Allocation Preferences page, you need to individually check each box for the custom segments in which the expenses need to be allocated. In Labor Expense Allocation SuiteApp version 1.00.3, custom segments checkboxes are replaced with a multi-select field labeled as Custom Segments on the Labor Expense Allocation Preferences page. New custom segments columns are automatically shown on the NFP Employee Timesheet and Pay Type Allocation records based on your custom segment record preference. For more information, see the help topic Setting Up Labor Expense Allocation Preferences.

Order Management SuiteApps

This release note was updated September 14, 2022.

Following are the 2022.1 order management enhancements to SuiteApps:

• Bulk Customer Payments
• Electronic Bank Payment Enhancements
• Electronic Invoicing Enhancements
• Pack Station Enhancements
• SFTP Connector Enhancements
• Payment Gateway Plug-in Enhancements
• Auto Close Back Orders Enhancements
• Lot and Serial Number Trace Enhancements

Bulk Customer Payments

In SuiteBilling Enhancements version 22.1, you can accept customer payments in bulk. Bulk customer payments enable you to generate payments for multiple customers and apply them to the appropriate invoices. This feature lets you do the following:

• Create Bulk Customer Payments
• Set Default Account and Payment Preferences
• Track Processed Transactions

Create Bulk Customer Payments

You can set up bulk payments by going to Transactions > Bulk Customer Payments > View Bulk Customer

Payments > New. On a bulk customer payments record, you can do the following:

• Set the invoice filters. Options include:
  • Filtering invoices by transaction date or by due date.
  • Specifying an offset or a specific date range for the invoice search.
  • Including invoices for all customers, or for a specific customer or customer group only.
• Perform a one-time bulk payments run or set a recurring schedule for bulk payments.
• Specify the payment processing profile that you want to use to process transactions in the bulk payments run.
• Set additional accounting options, such as:
  • Recording payments as a non-credit card type payment.
  • For credit card type payments: ▬ If the Payment Instruments feature is enabled, you can set the handling mode for the generated customer payments. You also have options to exclude invoices that use specific payment instruments. ▬ If the Payment Instruments feature is disabled, you can specify how to handle credit card payments. You can charge the credit card, set the CC Approved box on generated payments, or save the data on the payment transaction.

Set Default Account and Payment Preferences

On the General Preferences page, you can specify the default account that will be set on payment

records created for bulk customer payments. The Default Payment Account and Record Payments as Undeposited Funds preferences are available on the Custom Preferences subtab, under SuiteBilling Enhancements Feature.

On billing account records, you can set the payment preferences for the billing account. You can specify

the Payment Processing Profile and Payment Instrument that will be used to process payment transactions for the billing account.

Track Processed Transactions

To help you keep track of processed transactions, a bulk payments run record is generated each time a bulk customer payments record is processed by the SuiteApp. This record shows a list of successful invoices, failed invoices, and generated payments for each run. To view the bulk payments run list, go to the bulk customer payments record or to Transactions > Bulk Customer Payments > View Bulk Payments Run. This feature also adds a SuiteBilling Enhancements subtab on invoice and payment records.

• On processed invoices, this subtab contains links to the generated payment and bulk payments run record. If a payment is not generated, you can also see the payment failure reason on this subtab.
• On generated payments, this subtab contains links to the invoice where the payment is applied and bulk payments run record. For more information about bulk customer payments, see the help topic Bulk Customer Payments. Electronic Bank Payment Enhancements

Bulk Update of Payment Batches

You can now add information directly in the EFT File Reference Note and Aggregate by Payee columns on the Open subtab of the Payment Batch List. You can perform this process instead of adding the same information by editing a batch on the Bill Payment Batch page from the Pending Approval subtab.

Exclude Transactions from Electronic Payments Processes

You can exclude any invoice and credit memo from electronic payments processing by checking the Exclude from Electronic Bank Payments Processing box. This box is available on invoice, credit memo, and sales order records.

Process Payments for Vendors from Primary and Secondary Banks

Starting 2022.1, you can process payments using primary or secondary entity banks. A new Entity Bank list is added on the EFT subtab for the following transaction types:

• Bills
• Bill Credit
• Bill Payment
• Commission
• Expense Report

For commission transaction type, the Entity Bank list is available on the Custom subtab. The Entity Bank

(Employee) list is used for employee commission transactions and the Entity Bank (Vendor) list is used for partner commission transactions.

All the entity banks of the transaction are shown in the Entity Bank list regardless of their bank type

(primary or secondary) and subsidiaries. Selecting an entity bank at the transaction level does not depend on the EFT Bill Payment setting on the EFT Bill Payment Processing page. The SuiteApp also includes a new EFT Global Bill Payment Processing page. On this page, you can submit payment files for processing transactions with an entity bank at transaction level. The following transactions will not be processed on the EFT Global Bill Payment Processing page:

• Transactions where an entity bank is not specified. These transactions are processed from the Bill Payment Processing page.
• Transactions where an inactive entity bank is selected. The inactive entity bank remains selected on the transaction, but the transaction will not be processed by the SuiteApp.

Process Transactions for Locked Posting Period

You can post transactions or process payments in locked posting period only if the Override Period

Restrictions permission is enabled for your account. If the Override Period Restrictions permission is not

enabled in your account, then the locked period posting is restricted for the following payment processes:

• Bill Payments Processing or Invoice Payments Processing
• Payment Reversals
• Rollback and Reprocess
• Batch Processes
• EPAPI

Auto Process Payment File Administration (PFA) Stuck in Queue

Electronic Bank Payments version 2022.1 includes a new map/reduce script Auto Process Queued PFA, which lets you process PFA stuck in a payment queue. When the script runs, it sets the status of the stuck

PFA to failed and automatically processes the next PFA in the queue. You can run the script deployment

customdeploy_15531_auto_queued_pfa_ss on demand or you can set a schedule for it to run daily.

Alternatively, you can manually set the status of stuck PFAs to failed to continue processing PFAs in

queue. To manually set the status of a stuck PFA, see the SuiteAnswers support article Payment File Administration Stuck in Queued Status (Answer ID: 26150) (Topic available only in English).

SuiteScript Permission for Custom EFT Role

The Custom EFT role is updated to include the SuiteScript permission with View level to enable payment reversals. If you have an existing custom role created from the Custom EFT role, then you need to add this permission manually. Otherwise, opening the Payment Reversals page without updating the custom role permission can lead to errors in certain scenarios. When you create a new custom role from the Custom EFT role, the SuiteScript permission is automatically added. Electronic Invoicing Enhancements

NetSuite SuiteApps License Client Validation Enhancements

Enhancements to the NetSuite SuiteApps License Client validations take effect in the following NetSuite accounts:

• OneWorld Accounts- For OneWorld accounts without an active Electronic Invoicing (EI) license, but with a country selected in the E-Document Country For Free Use listed on the Company Information page:
  • Outbound transactions are generated, certified, or sent only if the transaction’s subsidiary’s country matches with the country selected in the E-Document Country For Free Use list.
  • All valid inbound e-documents are converted into bills only if the vendor’s subsidiary’s country matches with the country selected in the E-Document Country For Free Use list.
• Accounts without OneWorld- If the NetSuite SuiteApps License Client (Bundle ID: 116144) is installed in your accounts, then:
  • The NetSuite SuiteApp License Client does not verify the EI license status.
  • For accounts without Oneworld, the country of business is the default country. The country selected in the E-Document Country For Free Use list is not applicable for the accounts and is not validated. The same applies to the transaction’s or vendor’s subsidiary country.
  • All outbound and inbound transactions are processed.

Updating Script Descriptions in Script Records

In this version of the SuiteApp, script descriptions are updated in all the existing script records. Using the

Script Description field you can add a brief overview or note describing the function or properties of

each script in a new script record. Script descriptions can help teams across your organization to avoid issues and resolve any without need for NetSuite support.

Pack Station Enhancements

Note: Use of the Pack Station app requires that you install the SCM Mobile and Pack Station SuiteApps. See the help topic Installing the Pack Station SuiteApp. specify the number of items you want to pack. Pack Station automatically adds a pack carton for each item quantity. If you predefine your pack carton details, it also closes the pack cartons that it adds.

• Change the weight unit - When you pack items, you can now change the unit of a pack carton’s weight. For more information, see the help topic Packing Items into Cartons. SFTP Connector Enhancements enhancements:
• Inbound Configurations
• Decryption Configuration

SFTP Connector is currently available as a public SuiteApp on SuiteApp Marketplace. You can use this

SuiteApp to download your files directly from bank servers to your NetSuite account in a fast and secure manner.

Inbound Configurations

You can create new inbound configuration records to connect NetSuite to the bank servers and initiate the payment file downloads. You must have an Administrator or SFTP Set Up role to configure the records. For more information, see the help topic Setting Up Inbound Configuration Records. The inbound configuration of the SFTP Connector SuiteApp enables you to do the following:

• Set up bank server details to download the payment files in a secure manner from the Inbound Configurations page.
• Perform manual download of your payment files from bank server to NetSuite. For more information, see the help topic Manual Payment File Download.
• Schedule an automatic download of your payment files based on your preferred date and time. For more information, see the help topic Schedule Payment File Download.

Decryption Configuration

You can create new decryption configuration records to decrypt payment files downloaded from bank server or any other encrypted files from the Decryption Configuration page. You must have an Administrator or SFTP Set Up role to configure the records. For more information, see the help topic Setting Up Decryption Configuration Records.

Currently, SFTP Connector SuiteApp supports decryption using Forge method. Files encrypted using

Forge method can only be decrypted by using the SFTP Connector SuiteApp. For more information, see the help topic Decrypting the Files using Node Forge.

Payment Gateway Plug-in Enhancements

Payment Gateway Plug-in SuiteApp version 4.02.8 includes support for SHA256 secure hash algorithm for

AsiaPay Direct and AsiaPay External Checkout payment profiles. Your administrator must upgrade your

existing payment profiles from SHA1 to SHA256 as soon as possible, to prevent security vulnerabilities. Support for SHA1 will end after a transition period of three months from July 19, 2022. The SuiteApp now supports 3D Secure 2.0 as an add-on service by AsiaPay External Checkout. For more information, see the help topic Setting Up AsiaPay External Checkout Integration. Auto Close Back Orders Enhancements Accounting > Auto Close Items.

• The Fill Kill Items button on the Customer page is renamed to Auto Close Items.
• In the Items to Auto Close preference:
  • Items in Fill Kill Items List is renamed to Items in Auto Close Items List.
  • Items not in Fill Kill Items List is renamed to Items not in Auto Close Items List.
• The Fill Kill Items record type is renamed to Auto Close Items.
• The SuiteApp is now translation enabled. For more information, see the help topic Auto Close Back Orders.

Lot and Serial Number Trace Enhancements

transactions that you want to view in the trace results. The new section replaces the following trace preferences (Reports > Lot / Serial Trace > Trace Preferences) which are now removed:

• Default Trace Type
• Default Subtabs
• Inbound
• Outbound
• Other Transactions
• Build
• Advanced lot number filtering – On the Lot Trace page, you can now use advanced lot number filtering to narrow down the Lot Number list. You can also filter the lot numbers based on additional lot fields.
• Enhanced trace results – Trace results are now updated with the following:
  • The subtabs that show in the results are determined by item selection.
  • The subtabs are organized to indicate where the transactions are used.
  • Results on the Production and Consumed By subtabs are aggregated based on work orders.
  • If you have the Quality Management SuiteApp installed, the trace results display the quality data on the Quality Data subtab.
• Enhanced trace results export – The trace results export is now updated with the following:
  • Option to export the trace results to an XLS file.
  • Option to export a concise report of the trace results. The concise report shows only the first level of data after expansion of trace details.
• Support for multiple languages – The Lot and Serial Number Trace SuiteApp is now available in all languages that NetSuite supports. For more information about system-supported languages, see the help topic Configuring Multiple Languages. Note: After the SuiteApp update, you may encounter an error on the Lot Trace page or the Serial Number Trace page asking you to save the Trace Preferences page. To resolve the error, open the Trace Preferences page in Edit mode, and save the page. For more information, see the help topic Lot and Serial Number Trace.

Projects SuiteApps

This release note was updated May 18, 2022.

Following is the 2022.1 projects enhancement to SuiteApps:

• File Drag and Drop Enhancement
• Invoice Presentation Template
• Project 360 Dashboard Now Available

File Drag and Drop Enhancement

In version 2.03.0, the File Drag and Drop SuiteApp is updated to make it compatible with NetSuite 2022.1. After installing this version, you must clear the browser cache or press Ctrl+F5 for the SuiteApp to work properly. For more information about this SuiteApp, see the help topic Uploading Files Using File Drag and Drop.

Invoice Presentation Template

Invoice Presentation Template SuiteApp version 1.0.0 enables you to add different levels of details related

to charges on invoices. The SuiteApp gives project-based businesses the flexibility to present data in multiple formats through invoice presentation templates. The SuiteApp enables you to:

• Select default print, email, and invoice presentation templates for a subsidiary.
• Create, copy, edit, delete, and view an invoice presentation template.
• Configure charge tables to display charges incurred on a project.
• Assign an invoice presentation template to a subsidiary, customer, project, or invoice.
• Include expense receipts on an invoice.
• Preview invoice presentation template on customer, project, and invoice records.
• Print and send email invoices with charge details. Invoice Presentation Template is a managed SuiteApp and is available for installation from the SuiteApp Marketplace.

Project 360 Dashboard Now Available

Project 360 Dashboard version 1.00.0 is now available for installation from the SuiteApp Marketplace as a

public and managed SuiteApp. The SuiteApp provides a project dashboard with a centralized view of key metrics and data points to manage projects efficiently. Project managers can access the Project Portfolio page to view all the projects assigned to them. They can also drill down to detailed project insights from the following focus pages:

• Project Overview
• Resource Planning
• Budget and EAC
• Billing and Revenue
• Financial

Project managers can use this SuiteApp to:

• Access and review key performance indicators for one or more projects in one place.
• View various information about the primary details of a project.
• Monitor and allocate project resources, and view high-value tasks and deliverables.
• Monitor spending against the budget on a project’s current progress.
• Track client invoices and monitor revenue for a project.
• Analyze, gauge, and maintain profitability throughout a project. For more information about the new feature, read the help topic Project 360 Dashboard.

Taxation SuiteApps

This release note was updated October 5, 2022.

Following are the 2022.1 taxation enhancements to SuiteApps:

• SuiteTax SuiteApps
  • Tax Reporting Framework Enhancements ▬ Accounting Context Field on the Country Tax Reports Page ▬ Import, Union, and Non-Union EU One Stop Shop (OSS) VAT Return Reports in Accounts with SuiteTax ▬ One Stop Shop (OSS) Reporting Preferences for Accounts without SuiteTax ▬ Set Up Tax Return Page Enhancements ▬ Tax Reporting Category Enhancements ▬ Custom Detailed Report Templates ▬ Enhanced Support for Accounts without SuiteTax
• Legacy Tax SuiteApps
  • International Tax Reports Enhancements ▬ Germany VAT Report Updates ▬ United Kingdom Reduced Rate Tax Code and VAT100 Report Updates ▬ EU 2022 Intrastat Dispatch Report Fields Update ▬ Germany 2022 Intrastat Dispatch Report Updates ▬ United Kingdom 2022 Intrastat Dispatch Report Updates ▬ Belgium Counterparty VAT Number Field Updates ▬ Sweden 2022 Update on VAT Report and Tax Codes ▬ Norway Tax Codes Provisioning for 100% Non-Deductible Input Tax ▬ Belgium 2022 Intrastat Dispatch Report Update ▬ The Netherlands 2022 Intrastat Dispatch Report Update ▬ Belgium VAT Report Updates ▬ France VAT Report and Tax Codes Updates for 2022 ▬ End of Support for Norway VAT Report
  • International Tax Reports Issue Fixes ▬ International Tax Reports 3.121.0 Issue Fixes ▬ International Tax Reports 3.122.0 Issue Fixes ▬ International Tax Reports 3.123.0 Issue Fixes ▬ International Tax Reports 3.123.1 Issue Fixes
  • Withholding Tax Enhancements ▬ Philippine Withholding Tax Form 2307 Update
  • Withholding Tax Issue Fixes

SuiteTax SuiteApps

Important: The SuiteTax enhancements in this section are applicable only to NetSuite production and Sandbox accounts where the SuiteTax feature is enabled. For NetSuite accounts without SuiteTax, see Legacy Tax SuiteApps. Tax Reporting Framework Enhancements

Accounting Context Field on the Country Tax Reports Page

Tax Reporting FrameworkSuiteApp version 1.16.0 adds an Accounting Context field on the Country

Tax Reports page. The Accounting Context field filters which account names and account numbers are

included in a report based on their accounting context. The enhancement enables the Localization teams to implement the accounting context in VAT reports. Note: The Accounting Context field is only available in OneWorld accounts with and only for compatible multi-book accounting reports. Additionally, Tax Reporting Framework no longer supports the Canada GST34 Worksheet report. For more information, see the help topic Generating Localized Country Tax Reports. Import, Union, and Non-Union EU One Stop Shop (OSS) VAT Return Reports in Accounts with SuiteTax

Tax Reporting FrameworkSuiteApp version 1.15.0 adds support for generation of Import, Union, and Non-

Union EU One Stop Shop (OSS) VAT returns in accounts with SuiteTax. You can generate these reports on

the Country Tax Reports page. Before you generate the reports, ensure you set up OSS reporting in the SuiteTax Engine. For more information, see the help topic EU VAT One Stop Shop Reports.

One Stop Shop (OSS) Reporting Preferences for Accounts without SuiteTax

In Tax Reporting Framework SuiteApp version 1.13.0, values based on the OSS reporting preferences now appear on the Country Tax Report page. The Start Period and End Period on the Country Tax Report page are automatically calculated based on the Reporting Frequency preferences. This enhancement to the OSS reporting preferences is available in NetSuite accounts without SuiteTax. For more information, see the help topic Setting EU VAT One Stop Shop Preferences in Accounts without SuiteTax.

Set Up Tax Return Page Enhancements

reports. A new Include Shipping box is available in the Search Type filter box on the Set Up Tax Return page.

• Tax Reporting Category Filter Box Changes - The Tax Reporting Category filter box is now available on the Set Up Tax Return page for both journals and expenses. The Tax Reporting Category column is now also available on saved searches of expenses and journals. For more information, see the help topic Customizing Localized Tax Returns.

Tax Reporting Category Enhancements

In Tax Reporting Framework SuiteApp version 1.10.0, the Tax Reporting Category sublist field is enabled on all taxable transaction lines for accounts with SuiteTax and all taxable transaction lines with a Norway nexus for accounts without SuiteTax. The following are the supported transaction types:

• Cash Sales
• Expense Reports
• Invoices
• Journal Entries
• Purchase Orders
• Sales Orders
• Vendor Bills
• Vendor Return Authorizations
• Credit Memos
• Bill Credits

Custom Detailed Report Templates

Tax Reporting Framework SuiteApp version 1.10.0 adds support for custom detailed report templates. The new detailed report templates do not have a fixed set of columns and provide Localization teams with more flexibility in customizing reports.

Enhanced Support for Accounts without SuiteTax

accounts without SuiteTax. This page enables you to set your preferences when generating your country tax reports. To access the Country Tax Reports Preferences page, you must install a localization SuiteApp that provides a VAT report. You can configure the following settings on the Country Tax Reports Preferences page:

• Period Filters
• Tax Audit Files Data Filters See the help topics Setting Up Country Tax Reporting Preferences and Tax Reporting Framework Support For Accounts Without SuiteTax for more information.
• VAT Reporting Features – Version 1.09.0 provides additional features to support VAT report generation on localization SuiteApps. The following features are now available:
  • VAT Report Generation
  • Notional Tax Amount Reporting
  • VAT Return Form Versioning
  • Non-deductible Tax Amount Reporting
  • PDF and XML Export For more information, see the help topic Tax Reporting Framework Support For Accounts Without SuiteTax.
• Adjust Tax Return - Starting version 1.11.0, the SuiteApp enables you to adjust tax amount values in the Country Tax Report form in NetSuite accounts without SuiteTax. This feature automatically creates journal entries for the adjusted tax amounts from your tax return, with all necessary changes and adjustments in a single form. For more information, see the help topic Adjusting A Country Tax Report In Accounts Without SuiteTax.
• VAT Group Reports - Version 1.11.0 includes the VAT group reporting feature, which enables you to consolidate VAT reporting of your parent and child subsidiaries with the same nexus. Transactions are consolidated in the parent subsidiary, where the VAT report is generated. Amounts are also shown in the parent subsidiary’s base currency. For more information, see the help topic Generating Localized Country Tax Reports. Note: You can access the VAT reporting features when you install a localization SuiteApp that provides VAT reports built with these features.

Legacy Tax SuiteApps

Important: The legacy tax enhancements in this section are applicable only to NetSuite accounts without the SuiteTax feature. For NetSuite accounts with SuiteTax, see SuiteTax SuiteApps. International Tax Reports Enhancements

Germany VAT Report Updates

In International Tax Reports version 3.121.0, the XML files for Germany annual VAT reports are updated for report compatibility with ElsterTransit. ElsterTransit replaces FormularDepotXI, and is now the e-filing solution supported by NetSuite for online submissions of Germany VAT returns. For more information, see the help topic Submitting the German Tax Return to Elster. The Germany Monthly/Quarterly VAT Return is also updated to properly report the One Stop Shop (OSS) tax code in Box 45: Net amount of sales OS-DE. For more information about Germany VAT reporting see the help topic What goes into each box – Germany Monthly/Quarterly VAT report. Note: Only OSS transaction lines that use OSS tax codes are supported by the SuiteApp. OSS transactions that use other tax codes are not included in the reports provided by the International Tax Reports SuiteApp.

United Kingdom Reduced Rate Tax Code and VAT100 Report Updates

In July 15, 2020, United Kingdom temporarily applied a reduced rate of 5% (R-GB) to certain supplies in the tourism and hospitality sectors. This temporary reduced rate ended on September 30, 2021. Effective October 1, 2021, United Kingdom will apply a reduced rate of 12.5% to applicable tourism and hospitality sectors. International Tax Reports version 3.121.0 includes automatic provisioning of the new reduced rate tax code upon creation of new United Kingdom subsidiary or nexus. Tax Code Description Properties

R1-GB Reduced Rate 12.5% ■ Rate: 12.5%

• Effective From: October 1, 2021
• Available On: Both (Sales and Purchases)
  • Box 1: VAT due on sales and other outputs
  • Box 4: VAT reclaimed in this period on purchases and other inputs (including acquisitions from the EC)
  • Box 6: Total value of sales and all other outputs excluding any VAT
  • Box 7: Total value of purchases and all other inputs excluding any VAT
• Box 6: Total value of sales and all other outputs excluding any VAT is updated to properly report the EU One Stop Shop (OSS) tax code type. Note: Only OSS transaction lines that use OSS tax codes are supported by the SuiteApp. OSS transactions that use other tax codes are not included in the reports provided by the International Tax Reports SuiteApp. To learn more about UK’s VAT100 form update and tax codes, see the help topics United Kingdom Tax Codes and What goes into each box – United Kingdom VAT100 report.

EU 2022 Intrastat Dispatch Report Fields Update

International Tax Reports version 3.122.0 includes two new fields on forms for sales transactions between

EU member states:

• Country of Origin – This field refers to the country where the goods were harvested, manufactured, or substantially changed.
• Partner ID – This field refers to the VAT Number of the customer in the receiving Member State. These new fields are shown on the Tax Reporting subtab and in the Items sublist of the transaction. For more information, see the help topic Intrastat Reporting Fields. Germany 2022 Intrastat Dispatch Report Updates

Dispatch Report:

• Germany Intrastat Dispatch Report now includes two new fields, Country of Origin and VAT ID No. of the Partner Operator.
• An Export to CSV option is now available for the Germany Intrastat Dispatch Report. Starting January 2022, the German government no longer accepts submission of file reports in ASCII format.
• Germany Nature of Transaction Code (NoTC) is updated for 2022:
  • Descriptions for transaction codes 11, 12, 22, 31, 32, 33, 34, 41, 42, 51, 52, 71, 72, and 81 are updated.
  • New NoTCs 67, 68, and 69 are available on the Manage Tax Reporting page. Note: If you already created these nature of transaction codes prior to the SuiteApp release, you do not need to set these up again. For more information about these enhancements, see the help topic Intrastat Report for Germany. United Kingdom 2022 Intrastat Dispatch Report Updates (Sales) Report:
• The country form name is renamed to Northern Ireland (English) 2022.
• Two new columns are added to the report.
  • Country of Origin
  • Partner VAT ID For more information about these enhancements, see the help topic Intrastat Report for United Kingdom.

Belgium Counterparty VAT Number Field Updates

The Counterparty VAT Number field on transaction forms for Belgium is renamed to Partner ID. The value in this field is still reflected in the Counterparty VAT Number column on the Intrastat Dispatch report for Belgium. For more information, see the help topic Belgium Intrastat Report Fields.

Sweden 2022 Update on VAT Report and Tax Codes

International Tax Reports version 3.122.0 includes an updated Sweden VAT form to support the new tax

codes for import of services from outside EU. The following tax codes are provisioned to newly created

Sweden subsidiaries or nexuses:

• ISR-SE - Purchase of services from outside the EU (12%)
• ISSR-SE - Purchase of services from outside the EU (6%) The Sweden VAT form reflects the ISR-SE and ISSR-SE tax codes in the following boxes:
• 22 - Purchase of services from countries outside the EU
• 31 - Output VAT
• 32 - Output VAT
• 48 - Input VAT to be deducted For more information about the new tax codes and the Sweden VAT form update, see the help topics Sweden Tax Codes and What goes into each box - Sweden VAT report.

Norway Tax Codes Provisioning for 100% Non-Deductible Input Tax

International Tax Reports version 3.122.0 includes automatic provisioning of 100% non-deductible input tax codes for Norway’s new digital value-added tax (VAT) reporting. The following tax codes are provisioned to newly created Norway subsidiaries or nexuses:

• 82_NO - Importation of goods, without deduction of VAT Regular rate
• 84_NO - Importation of goods, without deduction of VAT Reduced rate, middle
• 87_NO - Services purchased from abroad, without deduction of VAT Regular rate
• 89_NO - Services purchased from abroad, without deduction of VAT Reduced rate, low
• 92_NO - Purchase of emissions trading or gold, without deduction of VAT Regular rate For more information about the Norway tax codes, see the help topic Norway Tax Codes. Belgium 2022 Intrastat Dispatch Report Update

Dispatch (Sales) Report:

• The Customer VAT Number column is removed from the Belgium Intrastat Dispatch (Sales) report.
• The Counterparty VAT Number field on transaction forms for Belgium is renamed to Partner ID. The value in this field is still reflected in the Counterparty VAT Number column in the Intrastat Dispatch report for Belgium. For more information, see the help topic Belgium Intrastat Report Fields. The Netherlands 2022 Intrastat Dispatch Report Update

Dispatch (Sales) Report:

• The Customer VAT No. column is replaced by Partner ID. The Partner ID column is sourced from the Partner ID field in the transaction record. For more information, see the help topic Partner ID.
• The Statistical Procedure column is removed from the 2022 report.
• The Delivery terms column is added on the 2022 report. The value in this column is sourced from the Delivery Terms field in the transaction record. For more information, see the help topic Delivery Terms.
• The Country of Origin column is added. The value in this column is sourced from the Country of Origin field in the transaction record. For more information, see the help topic Country of Origin. The Netherlands government no longer accepts submission of file reports using UPLOAD/SRL in ASCII format beyond 2021. The Export to ASCII button is no longer available for Netherlands Intrastat Dispatch report for tax periods starting January 1, 2022. For more information, see the help topic Intrastat Report for Netherlands.

Belgium VAT Report Updates

International Tax Reports version 3.123.0 includes updates to the following boxes in the Belgium VAT form: Box Updates to the box description and formula 01 Added SRS-BE 02 Added RS-BE 03 Added SS-BE 48 Added ES-BE, and ER-BE 49 Added SS-BE, RS-BE, and SRS-BE 54 Added SS-BE, RS-BE, and SRS-BE 55 Added EZ-BE 56 Added OS-BE Box Updates to the box description and formula 59 Added ECFA-BE, ESSP-BE, and FA2–BE Removed I-BE, and ESSS-BE 61 Added RCFA-BE and input amount Removed RC-BE, IS-BE, and ECFA-BE (bill credits) 62 Added RCFA-BE and input amount Removed RC-BE, IS-BE, ECFA-BE, and ISND-BE (bill credits) 64 Added SS-BE, RS-BE, SRS-BE 81 Added O-BE, OS-BE, and RC-BE 82 Added IS-BE 84 Added EDCSP-BE 85 Added RS-BE 87 Added IS-BE For more information, see the help topic What goes into each box – Belgium VAT report.

France VAT Report and Tax Codes Updates for 2022

International Tax Reports version 3.123.0 includes the new French VAT report (CA3) form for 2022 and support for import VAT reverse charge. The France VAT form includes updates to the following lines: Line Updates to the box label and formula A1 Changed label from 1 to A1 and added GAZ-FR A2 Changed label from 2 to A2 and added FA-FR, GAZ-FR A3 Changed label from 2A to A3 A4 Changed label from 2B to A4 B2 Changed label from 3 to B2 B3 Changed label from 3A to B3 B4 Changed label from 3B to B4 B5 Changed label from 3C to B5 E1 Changed label from 4 to E1 E2 Changed label from 5 to E2

E3 Changed label from 5A to E3

F2 Changed label from 6 to F2 and description changed to Intra-Community sales F3 Changed label from 6A to F3 F6 Changed label from 7 to F6 Line Updates to the box label and formula F7 Changed label from 7A to F7 F8 Changed label from 7B to F8 16 Added P1, P2, I1, I2, I3, I4, I5, and I6 17 Added ESR-FR and removed ESSS-FR 20 Added IS1-FR, IS2-FR, IS3-FR, IS4-FR, ESR-FR, RCI-FR, and removed RC-FR, IS-FR, ES-FR, ER-FR, ESSP-FR, and ESSS-FR, 21 Changed label to Other VAT to be deducted 22A Changed label to Indicate the unique tax coefficient applicable for the period if it is different from 100 24 Changed label to Of which deductible VAT on petroleum products, box number 710

Line Description Box Formula

A5 Withdrawals from the suspensive tax regime (other 51 Editable Field than petroleum products)

B1 Releases for consumption of petroleum products 48 Editable Field

E4 Imports (other than petroleum products) 52 Editable Field

E5 Withdrawals from the suspensive tax regime (other 53 Editable Field than petroleum products) E6 Imports placed under a suspensive tax regime 54 Editable Field (other than petroleum products) F1 Intra-Community acquisitions 55 Net amount of purchases with tax codes ES-FR,

ER-FR, EZ-FR, ESSP-FR, ESR-FR

F4 Releases for consumption of petroleum products 49 Editable Field

F5 Imports of petroleum products placed under a 50 Editable Field suspensive tax regime

P1 Normal rate 20% 208 Editable Field

P2 Reduced rate 13% 152 Editable Field

I1 Normal rate 20% 210 Notional tax amount of purchases IPA1-FR

I2 Reduced rate 10% 211 Notional tax amount of purchases IPA2-FR

I3 Reduced rate 8.5% 212 Notional tax amount of purchases IPA3-FR

I4 Reduced rate 5.5% 213 Notional tax amount of purchases IPA4-FR

I5 Reduced rate 2.1% 214 Notional tax amount of purchases IPA5-FR

I6 Reduced rate 1.05% 215 Notional tax amount of purchases IPA6-FR

15 (including VAT on petroleum products) 600 Editable Field (including VAT on imported products excluding petroleum products) Line Description Box Formula 2E Of which deductible VAT on petroleum products 711 Editable Field The following tax codes will be provisioned to newly created France subsidiaries or nexuses to support postponed VAT accounting in the France VAT report:

Tax Code Description Rate Available On

IPA1-FR Postponed import VAT on goods purchased Standard rate 20% Purchases from Great Britain and non-EU countries IPA2-FR Postponed import VAT on goods purchased Special reduced rate 10% Purchases from Great Britain and non-EU countries IPA3-FR Postponed import VAT on goods purchased Special territory 8.5% Purchases from Great Britain and non-EU countries IPA4-FR Postponed import VAT on goods purchased Reduced rate 5.5% Purchases from Great Britain and non-EU countries IPA5-FR Postponed import VAT on goods purchased Reduced rate, special Purchases from Great Britain and non-EU countries territory 2.1% IPA6-FR Postponed import VAT on goods purchased Special reduced rate, Purchases from Great Britain and non-EU countries special territory 1.05% R3-FR Super reduced rate Special reduced rate, Both (Sales and special territory 1.05% Purchases) For more information about the France VAT report and tax codes update, see the help topics What goes into each box – France VAT report and France Tax Codes.

End of Support for Norway VAT Report

International Tax Reports version 3.123.0 no longer supports Norway VAT report generation for 2022 tax

periods. Beginning May 17, 2022, the International Tax Reports SuiteApp can only be used to generate reports from 2021 and earlier. The International Tax Reports SuiteApp will continue Norway tax code provisioning while the Norway Tax Reports SuiteApp will continue the compliance requirement of the VAT report effective January 2022. For more information, see the help topic Norway VAT Report. International Tax Reports Issue Fixes

International Tax Reports 3.121.0 Issue Fixes

that qualifies for refund box. For more information about the formula change, see the help topic What goes into each box – Finland VAT Report.

• Germany Monthly/Quarterly VAT Report - Lines 62, 66, and 68 are updated with the correct formula:
  • Line 62 = Line 52 - Box 66 – Box 61 – Box 62 – Box 67 – Box 63 – Box 59 – Box 64
  • Line 66 = Line 62 + Box 65 + Box 69
  • Line 68 (Box 83) = Line 66 – Box 39 For more information about Germany VAT reporting and formula changes, see the help topics Submission of VAT Returns in Germany and What goes into each box – Germany Monthly/Quarterly VAT report.
• One Stop Shop (OSS) Tax Code for Croatia – The OSS standard tax code rate for Croatia is updated to 25%. To learn more about EU OSS tax codes, see the help topic EU One Stop Shop Tax Code Provisioning.
• United Kingdom MTD Fraud Prevention Headers - The following headers are updated to show the correct values in compliance with the U.K. MTD requirements:
  • Gov-Vendor-Version
  • Gov-Client-Browser-Do-Not-Track To learn more about MTD fraud prevention headers, see the help topic Sending of MTD Anti-Fraud Headers.

International Tax Reports 3.122.0 Issue Fixes

the tax property corrected to report Import VAT. For more information about Denmark’s tax codes and VAT report, see the help topics Denmark Tax Codes and What goes into each box – Denmark VAT Report.

• Commodity Code – The Commodity Code Validation link on the Tax Reporting subtab of the Item record is now updated with the correct link. To learn about commodity codes, read the help topic Commodity Code.
• Nature of Transaction Code – The NoTC Name now displays the NoTC code and the NoTC Description field truncates text of more than 300 characters. For more information on nature of transaction codes, see the help topic Nature of Transaction Code. International Tax Reports 3.123.0 Issue Fixes compliance with the U.K. MTD requirements:
  • Gov-Client-Device-ID - an identifier unique to the originating device.
  • Gov-Vendor-Public-IP - the public IP address of the servers the originating device sent their requests to.
  • Gov-Vendor-Forwarded - a list that details hops over the internet between services that terminate Transport Layer Security (TLS).
  • Gov-Client-Public-Port - The public TCP port used by the originating device when initiating the request. To learn more about MTD fraud prevention headers, see the help topic Sending of MTD Anti-Fraud Headers.
• Germany Intrastat Dispatch CSV Report – the header line is removed from the exported CSV file. For more information, see the help topic Exporting the Germany Intrastat Report.

International Tax Reports 3.123.1 Issue Fixes

Germany Monthly/Quarterly VAT Report – Boxes 50 and 37 are added to additionally and separately

report the VAT amount of partial or completely unrecoverable sales receivables or purchase liabilities. Both boxes are included in the exported XML file. For more information about Germany VAT reporting see the help topic What goes into each box – Germany Monthly/Quarterly VAT report. Withholding Tax Enhancements Philippine Withholding Tax Form 2307 Update

Withheld at Source (Form 2307):

• The character limit is extended for the following fields:
  • Payee’s Name
  • Registered Address
  • Foreign Address
  • Payor’s Name
  • (Payor’s)Registered Address
  • ATC Description
• A footnote is added at the bottom of the form with the following data:
  • User’s Name
  • User ID
  • Date
  • Time Stamp For more information about Form 2307, see the help topic Certificate of Creditable Tax Withheld at Source (Form 2307).

Withholding Tax Issue Fixes

of the corresponding transaction instead of the internal ID. For more information, see the help topic Certificate of Creditable Tax Withheld at Source (Form 2307).