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SuiteAnalytics Updates in NetSuite 2023.2

2023.2 SuiteAnalytics |

User Interface Enhancements to SuiteAnalytics Workbook

The following sections describe functional enhancements that have been made to SuiteAnalytics Workbook.

Add All Fields to Table Views

In the Dataset Panel, use the new Add all fields to the table button to add all the fields to your table view at one time. For more information, see the help topic Workbook Table Views. Change

New Menu for Workbook Tabs

You can now use the new Tab menu icon next to your workbook tabs to rename or delete your tabs. You can still rename your workbook tabs by double-clicking the tab name. For more information, see the help topic Creating a Workbook.

Enhancements to Number Format Settings

The Override box has been removed from the Format window so you can define your settings directly. For more information, see the help topic Customizing Numeric Values. Change to SuiteAnalytics Connect and SOAP Web Services

Fields

Prior to 2023.2, when you worked with SuiteAnalytics Connect or SOAP web services, you could use the

parent field of the AccountingPeriod record type in your queries. As of 2023.2, the parent field of the

AccountingPeriod record type is available only if the Multiple Calendars feature is disabled. If the Multiple

Calendars feature is enabled, use the parent field of the AccountingPeriodFiscalCalendars record type instead. If you do not change your Connect queries and SOAP web services requests before upgrading to 2023.2, they may stop working. Note: If you use SuiteAnalytics Connect, this change applies to the schema available through the NetSuite2.com data source only. You should check your existing Connect queries and SOAP web services requests and make any adjustments as needed. To see a sample of how a Connect query should look like, see the help topic Accounting Periods. To see a sample for SOAP web services, see the help topic Accounting Period. End of Support for HTML Code in Saved Search Formula (Text) Fields To improve the security of saved searches in your account, searches with Formula (Text) fields that contain HTML code now display results as plain text only. To prevent issues with your searches, replace your existing Formula (Text) fields with the new Formula (HTML) field. Access to this new field is based on the Create HTML Formulas in Search permission. For more information about the new Formula (HTML) field and permission, see the help topic Evaluating Code in Saved Searches Using Formula (HTML) Fields. SuiteApps (Bundles) Released by NetSuite

Change

  • Banking SuiteApps
  • Inventory Management SuiteApps
  • Localization SuiteApps
  • Manufacturing SuiteApps
  • Order Management SuiteApps
  • Projects SuiteApps
  • SuiteAnalytics SuiteApps
  • Taxation SuiteApps
  • Vendors, Purchasing, and Receiving SuiteApps
  • Wholesale Distribution SuiteApps Accounting SuiteApps Following are the 2023.2 accounting enhancements to SuiteApps: Indirect Cost Allocations for Grant Enhancements

Manual Generation of Indirect Cost Allocations

The new version of Indirect Cost Allocation for Grants SuiteApp enables you to manually generate indirect cost allocations. To manually generate Indirect Cost Allocations, go to Indirect Cost Allocation > Generate Indirect Cost Allocation. For more information, see the help topic Executing the ICA_MR_indirectTransaction Script.

Invoice Creation for Billable Indirect Costs

You can now create invoices for billable indirect costs under a customer’s name. For more information, see Creating Invoices for Billable Indirect Costs.

Updates to Indirect Cost Allocation Preferences Page

The new version of the Indirect Cost Allocation for Grants SuiteApp includes two new fields. The following table provides details of the fields:

Field Function

ICA Customer Source To map the source field for the ICA Customer dropdown list in the Indirect Cost Allocation Method and Rates page. Change

Field Function

ICA Rate Source To map the source field for ICA Rate dropdown list in the Indirect Cost Allocation Method and Rates page.

Updates to Indirect Cost Allocation Method and Rates Page

Three new fields are added to the Indirect Cost Allocation Method and Rates page. The following table lists the new fields and their functions: Field Function ICA Customer A dropdown list for selecting a customer. If you want to generate invoices for your transactions, you must select a value for this field. Default Billable This box appears when you select a value in the ICA Customer field. The transactions made under the selected customer’s name will be included in the invoice when you check this box. Default ICA Item This dropdown list appears when you select a value in the ICA Customer field. Select a default item for the selected customer. For more information, see the help topic Indirect Cost Allocation for Grants. Banking SuiteApps Following is the 2023.2 banking enhancement to SuiteApps: Cash 360 Enhancements other active subsidiaries, including consolidated subsidiaries.

  • The opening balance amount now considers the sum of all chart of accounts with the type bank for your subsidiary up to the current posting period only.
  • The cash forecast table now includes all posting transactions that contribute to the computation of A/R and A/P amounts. Previously, the cash forecast table only considered invoices for A/R and vendor bills for A/P.
  • You can now view future-dated transactions in the cash forecasts. Future-dated transactions are transactions for specified date ranges that fall into the next posting period. Future-dated transaction amounts are also included in the total closing balance calculations.
  • In the cash forecast table, you can now click any of the following amounts to open a window that lists all accounts included in the calculation of the amount:
    • Opening balance
    • Future-dated transaction
    • Accounts receivable
    • Accounts payable

Change

You can also export the list of transactions that contributed to the amount calculation as a CSV file. For more information, see the help topic Cash 360. Inventory Management SuiteApps

Following are the 2023.2 inventory management enhancements to SuiteApps:

  • Quality Management
  • SCM Mobile Enhancements
  • Smart Count Enhancements

Quality Management

NetSuite 2023.2 includes support for the following enhancements to the Quality Management SuiteApp:

  • Automatically Assign the Quality Management Inspection Queue
  • Support Quality Management Tablet Navigation from SCM Mobile Framework
  • Generate COA for Item Fulfillment from a Transfer Order
  • Generate COA for Item Fulfillment from a Transfer Order

Automatically Assign the Quality Management Inspection Queue

The NetSuite 2023.2 Quality Management SuiteApp enables you to automatically assign an employee when you create an inspection. After the employee is assigned, the Quality Management SuiteApp sends an email notification to that employee when an inspection queue is created and assigned. Support Quality Management Tablet Navigation from SCM Mobile

Framework

The NetSuite 2023.2 Quality Management SuiteApp enables you to share link to go to the Quality Management tablet from the SCM Mobile framework. This includes such products as the Manufacturing Mobile SuiteApp, WMS, Ship Central, and Smart Count, to name a few.

Generate COA for Item Fulfillment from a Transfer Order

The NetSuite 2023.2 Quality Management SuiteApp enables you to use Transfer Orders to generate a Certificate of Analysis (COA) for Item Fulfillment. Quality Management Improvements and Fixes an inspection queue without duplicate lot or serial numbers.

  • You can now generate an inspection queue with the correct transaction quantity for a partial Item Receipt and a partial Item Fulfillment Transaction.
  • The Quality Management SuiteApp enables you to change the inventory status as part of the Enhanced Receipt Quarantine Workflow without a bin transfer.

Change

  • You can use the ad-hoc process to generate an inspection queue with the correct transaction line number.
  • The Quality Management SuiteApp now displays the full quantity in Certificate of Analysis (COA) documents.
  • You can now set a default saved search when you are using the Tablet view.
  • Quality Management enables you to display assignee and priority values in the inspection queue details. SCM Mobile Enhancements

Ability to Switch Roles on the App

Aside from changing roles through the NetSuite UI, you can also change them within the app. On your

device, you can switch between roles that have access to an SCM Mobile app. If you select a role with no access, you change only the role in the NetSuite UI. For more information, see the help topic SCM Mobile App Basics.

New Options for Saving Mobile Configurations

Previously, you can only save your mobile configurations and update the app at the same time. Now, you can choose between Save or Save and Update App on the Mobile Configuration page. To configure multiple page elements and subtabs, save them separately without applying them to the app each time. After you save each of your page element and subtab configurations, you can choose the Save and Update App option. You can also choose this option if you want to configure a single page element or information screen element only. For more information, see the help topic SCM Mobile App Configuration.

Support for Dynamic IP Addresses for Printers

You can activate the Enable Dynamic IP Printing setting to add dynamic IP addresses to your safelist for mobile printing. You can add up to 100 IP address or a range of addresses at a time. To set up dynamic or static IP addresses, see the help topic Configuring Security Settings.

Ability to Change Button Sizes

SCM Mobile provides the Medium and Large settings to increase the size of Action Button types of page

elements. Updates to button sizes apply to buttons within both standard and custom mobile processes. It does not apply to buttons located at the footer of mobile pages. If you do not select a size, you switch back to the default size. To set up, see the help topic Configuring SCM Mobile App Settings. Change

Enhancements to Table Elements

During mobile customization or configuration, you can add columns to the left side of Transfer Table

elements. On the app, you have the option to display the new columns on the table.

For all Table element types, you can choose a column to sort their data on the app. Your sorting

preference persists until you change it or clear the cache. It does not reset even if you log out and in again using the same credentials and role. For more information, see the help topic Adding Columns to Table Elements or SCM Mobile Page Elements (Buttons, Fields, Tables). Smart Count Enhancements Adjustment Location field on an inventory adjustment record is blank.

  • Setting the next inventory count date on an item record is no longer required when creating a custom saved search.
  • The Counted By field in on the Smart Count Review page now lists all the users who have performed item counts. For more information, see the help topic Smart Count. Localization SuiteApps

Following are the 2023.2 localization enhancements to SuiteApps:

  • Belgium Localization Tax Reports Enhancement
  • Brazil Certification Tax Authorities Enhancements
  • Brazil Localization Enhancements
  • Brazil Reports Enhancements
  • End of Support for Singapore GST F5 Report in SuiteTax Country Tax Reports APAC
  • India Localization Enhancements
  • Portugal Invoice Certification Enhancements
  • Portugal Localization Enhancements

Belgium Localization Tax Reports Enhancement

Belgium Localization SuiteApp version 2.2.0 lets you generate the Fiche 281.50 tax audit file. You can

classify the vendors and accounts of your Belgium subsidiary according to the expense types that are covered in Fiche 281.50. These expense types include commissions, gratuities, and broker fees, among other expenses. The Fiche 281.50 form reports the transactions that are posted to these accounts and vendors in a XML file. This feature is supported in NetSuite accounts both with or without SuiteTax. For more information, see the help topic Belgium Localization. Brazil Certification Tax Authorities Enhancements

Change

  • Receiver Acknowledgment
  • Support for Additional Third-party Standards

Receiver Acknowledgment

Brazil Certification Tax Authorities now enables you to capture e-documents that your company receives. You can also communicate to tax authorities whether you recognize the transactions described, and send a justification if an operation did not go through. When you acknowledge a transaction, you can automatically convert the incoming e-document into a vendor bill in NetSuite. The system carries over the information about the purchase from the e-document to the transaction. For more information, see Receiver Acknowledgment.

Support for Additional Third-party Standards

The SuiteApp now offers predefined plug-ins and e-document templates for the following third-party standards:

  • SAATRI
  • Sequential DSFNET
  • TIPLAN version 1.00
  • TIPLAN version 2.03 With these additions, you can use the plug-ins and templates to send e-documents to more than 500 tax authorities in Brazil. For more information, see the help topic Brazil Certification Tax Authorities Overview. Brazil Localization Enhancements

Cash Sales with SAT Cash Receipts

If you print cash receipts with a Sistema Autenticador e Transmissor (SAT) equipment, you can enter the receipts on cash sale transactions. With this enhancement, the E-Document subtab displays fields for you to fill in the information from your SAT cash receipts. For more information, see the help topic Entering Cash Sales with SAT Cash Receipts for Brazil. Change

E-Document Number Voiding

The SuiteApp enables you to void e-document numbers assigned to electronic invoices that were not sent for certification. You can justify to the tax authority why you are not using that number and why the company’s numbering sequence is broken. For more information, see the help topic Voiding E-Document Numbers for Brazil.

Fine and Interest Charges on Purchases

If you have purchase transactions with installments past due, you can now enter fine and interest amounts. When you apply the charges to the installments, NetSuite creates fine and interest on purchases transactions, which are related to the original vendor bills. For more information, see the help topic Applying Fine and Interest Charges on Purchases for Brazil.

GNRE Tax Collection Forms

You can now generate the Guia Nacional de Recolhimento de Tributos Estaduais (GNRE) for interstate sales transactions. The generation of the GNRE tax collection form is available on transactions that have a certified electronic invoice and to which the ICMS ST, ICMS DIFAL, or FCP ST taxes apply. For more information, see the help topic Generating GNRE Forms for Brazil.

Inventory Ownership and Custody for Locations in Brazil

You can now define the type of inventory ownership and custody for your locations in Brazil if your subsidiary:

  • Performs inbound and outbound delivery transactions.
  • Reports the inventory to local authorities. For more information, see the help topic Adding the Type of Inventory Ownership and Custody to Locations for Brazil.

Localized Intercompany Transfers

Brazil Localization enables you to generate electronic invoices when transferring items between

subsidiaries. You can create outbound deliveries from item fulfillment transactions and then generate electronic invoices. You can also create inbound deliveries from item receipt transactions. For more information, see the help topic Transferring Inventory Between Subsidiaries in Brazil.

Removal of Installments from CNAB Delivery Files

You can remove one or more installments from a Centro Nacional de Conciliação Bancária (CNAB) delivery file in the following scenarios:

  • If the installments should not have been included in the first place.
  • If the bank rejected the installments after you submitted the delivery file. For more information, see the help topic Removing Installments from CNAB Delivery Files for Brazil. Change

Support for Transactions Without Terms or Installments

Brazil Localization enables you to add payment information to transactions without installments to make the following payments through the CNAB system:

  • Pay vendors
  • Reimburse employees For more information, see the help topic Adding Payment Information to Transactions Without Installments for Brazil. Brazil Reports Enhancements

Download Fiscal Books in XLS Format

You can now download fiscal books in XLS format on the Country Tax Reports page. Previously, you only had the option to download fiscal books in PDF format. For more information, see the help topic Generating Country Tax Reports for Brazil.

Inventory Ownership and Custody Report

The inventory ownership and custody report displays information such as the items owners and custodians, and the current and previous quantities assessed. You can generate the new report from the inventory assessment record. For more information, see the help topic Inventory Ownership and Custody Report for Brazil.

Support for Manufacturing Business

To support companies who manufacture goods in Brazil, the SuiteApp now includes:

  • The following Bloco K records on the EFD ICMS IPI file:
    • K010 – Informação sobre o tipo de leiaute (simplificado/completo)
    • K100 – Período de apuração do ICMS/IPI
    • K200 – Estoque escriturado
    • K235 – Insumos consumidos
    • K250 – Industrialização efetuada por terceiros – Itens produzidos
    • K255 – Industrialização em terceiros – Insumos consumidos
    • K280 – Correção de apontamento – Estoque escriturado
  • The following Bloco 0 records on the EFD ICMS IPI file:
    • 0205 – Alteração do item
    • 0220 – Fatores de conversão de unidades

Change

  • New sections on the Simples Nacional assessment report:
    • Venda de mercadorias industrializadas pelo contribuinte, exceto para o exterior
    • Sem substituição tributária/tributação monofásica/antecipação com encerramento de tributação
    • Com substituição tributária/tributação monofásica/antecipação com encerramento de tributação For more information, see the help topic Available Statutory Reports for Brazil. End of Support for Singapore GST F5 Report in SuiteTax

Country Tax Reports APAC

The SuiteTax Country Tax Reports APAC SuiteApp version 1.01.1 ends the support for generating the

Singapore GST F5 report. As of this version of the SuiteApp, you can no longer perform the following:

  • Generate and view the Singapore GST F5 report on the Country Tax Reports page
  • Configure the Singapore GST F5 Return template To continue generating the Singapore GST F5 report, you must install the Singapore Localization SuiteApp. For more information, see the help topic Singapore Localization.

India Localization Enhancements

threshold – The updated TDS calculation process applies to vendor bills that use a TDS tax rule where document threshold is set. When a vendor bill reaches (equal to or greater than) the document threshold of the TDS rule applied to the bill:

  • TDS is calculated on the bill.
  • TDS is also calculated on subsequent bills associated with the rule. The SuiteApp stops considering the document threshold for TDS calculation on subsequent bills associated with the rule after reaching the document threshold.
  • Support for including section codes in TDS tax type mapping – TheSuiteApp now lets you include a section code when mapping the Tax Deduction at Source tax type to a nexus and GL (Tax on Purchase) account. You can create a mapping for the Tax Deduction at Source tax type on the Configuration page. The mapping ensures that TDS is deposited to the desired GL (Tax on Purchase) account.
  • Support for managing the India localization components using the Localization Assistant

SuiteApp – You can now manage the India localization components using theLocalization Assistant

SuiteApp. For more information, see the help topic Installing the India Localization SuiteTax Engine SuiteApp.

  • Audit logs for the India accumulated Tax Collection at Source (TCS) challan and subsection buckets records – The SuiteApp now includes audit logs of changes in the TCS amount and its impact on the accumulated amounts for a subsection code and challan code. You can view the audit logs on the India accumulated TCS challan bucket and India accumulated TCS subsection bucket records.
  • Support related to TCS Eligibility, TCS Subsection Code, and TCS Challan Code fields on an invoice – You can now import values for the following fields through CSV import:
    • TCS Eligibility
    • TCS Subsection Code
    • TCS Challan Code

Change

When a sales order is converted to an invoice, the SuiteApp automatically populates the fields with values on the invoice.

  • Restricted sourcing of Invoice Reference Number (IRN) field details from an invoice – The SuiteApp no longer automatically sources the Invoice Reference Number (IRN) field details from an invoice to a credit memo. For more information, see the following help topics:
  • Installing the India Localization SuiteTax Engine SuiteApp.
  • Creating Tax Deduction at Source Tax Type Mapping.
  • Applying TCS on Transactions.
  • Applying Tax Deduction at Source on Vendor Bills. Portugal Invoice Certification Enhancements Localization SuiteApp, which is the new version of the Portugal SAF-T SuiteApp.
  • Portugal Localization SuiteApp supports the features of both the former Portugal SAF-T and Portugal Invoice Certification SuiteApps.
  • All upcoming feature updates ensuring compliance with Portugal law will only be accessible in the Portugal Localization SuiteApp. For more information, see the help topic Portugal Invoice Certification. Portugal Localization Enhancements Localization SuiteApp.
  • Portugal Localization SuiteApp supports the features of both the former Portugal SAF-T and Portugal Invoice Certification SuiteApps.
  • All upcoming feature updates ensuring compliance with Portugal law will only be accessible in the Portugal Localization SuiteApp. For more information, see the help topic Portugal Localization. Manufacturing SuiteApps

Following are the 2023.2 manufacturing enhancements to SuiteApps:

  • Costed Bill of Materials SuiteApp Now Available
  • Manufacturing Mobile Enhancements
  • Work Instructions and Traveler SuiteApp Now Available Change

Costed Bill of Materials SuiteApp Now Available

The Costed Bill of Materials SuiteApp calculates the total cost of an assembly based on a bill of materials revision, routing, and templates used. The SuiteApp also enables you to do the following:

  • View the comprehensive cost breakdown of an assembly item, including bills of materials, operations, and cost types based on selected bill of materials revision.
  • View and analyze costs of individual components required for an assembly. This calculation also involves the material cost, labor cost, and additional costs associated with the component.
  • Estimate the potential costs of manufacturing items for bill of materials.
  • Access cost breakdowns for bills of materials as part of your product engineering and costing processes. or item default price on this subtab. Using these details, you analyze the cost of the materials used in the assembly.
  • Assembled Costs subtab – You can view and analyze cost breakdown for manufacturing operations on this subtab. The details can help you understand the cost of each manufacturing operation involved in producing the item.
  • Fully Exploded Costs subtab – You can view detailed breakdown of material and operation costs by cost types on this subtab. You can analyze the costs associated with each material and operation used in the assembly. For more information, see the help topic Costed Bill of Materials.

Manufacturing Mobile Enhancements

parameter. In Manufacturing Mobile Preferences, you can set the value for the Past Work Order Days to be Shown parameter. For example, if set to this parameter to 30, only work orders within the past 30 days are shown.

  • Manufacturing Mobile now enables you to add a field and update the custom records using the SCM Mobile No Code Solution framework. This framework allows a custom field to be added to a page with no coding effort.

Report Scrap from a Mobile Device

You can now use your mobile device to report scrap for Work in-Progress (WIP) Work Orders.

Work Instructions and Traveler SuiteApp Now Available

The Work Instructions & Traveler SuiteApp enables you to generate traveler reports of required work orders. Using these reports, the shop floor personnel can perform day-to-day assembly operations. A traveler report outlines information such as required components, work order details, and work instructions to perform each step in the operation. This report is intended to travel from one work center to another for each operation in the work order until the work order is complete. Change can also create your own custom template.

  • The Traveler Preferences page to generate the traveler report in the desired template format and desired directory location within the file cabinet.
  • The Work Instructions subtab in a manufacturing routing record, where you can define instructions in text format, is associated to every operation within routing in a sequential manner. In the URL column, you can associate a single URL to each of the operation steps. Using the Print Image box, you can also print the images associated to the URL in the traveler report. The Work Instructions & Traveler SuiteApp will enable you to view the work instructions and images in the Manufacturing Mobile SuiteApp. This feature will be available in NetSuite 2024.1 release.
  • The Generate Traveler page to filter the required work orders defined for a location that need to be included in the report and print the report.
  • A Print Traveler button in the work order transaction so that you can print instructions related to the work order.
  • Support for CSV import and export of instructions from Advanced Manufacturing SuiteApp to Work

Instructions & Traveler SuiteApp. This feature can help Advanced Manufacturing users retain the

existing work instructions for corresponding routing associated to an assembly item. For more information, read the help topic Work Instructions and Traveler. Order Management SuiteApps

Following are the 2023.2 order management enhancements to SuiteApps:

  • Electronic Bank Payments Enhancements
  • Electronic Invoicing Enhancements
  • Ship Central Enhancements Electronic Bank Payments Enhancements Auto Process Queued PFA Script Extends Support to Post PFA

Processes

In Electronic Bank Payments version 2023.2, the Auto Process Payment File Administration (PFA) Stuck in Queue feature extends support to post PFA processes. You can use the Auto Process Queued PFA script to perform the following actions for the additional Processing Reversals and Processing Notifications statuses. You can select these statuses from the File Processed? list on the Payment File Administration page.

Change

  • Change the status of the stuck PFA to Failed
  • Trigger the next available PFA in the queue automatically For more information of Auto Process Queued PFAs, Auto Process Payment File Administration (PFA) Stuck in Queue Custom Plug-in Implementation for Invoice Payment

Processing

As of 2023.2, you can create custom invoice payment processing Suitelets using the EP API Plug-in SS2 - customscript_17239_ep_api_plugin custom plug-in implementation. Enhancement to Entity Bank Records Display in Edit and View

Modes

Starting 2023.2, the entity Bank Detail page display will be same in both edit and view modes. The Bank Detail page will display the fields based on the payment format you select from the Payment File Format list. Process Customer Refunds Using Primary and Secondary

Banks

You can now process customer refund transactions on the Customer Refund Payments page by using both primary and secondary entity banks. Go to Payments > Global Payments > Customer Refund Payments to process customer refund transactions. Electronic Invoicing Enhancements

Setting Failure Status on E-Document Generation

Electronic Invoicing now enables you to set the e-document status to Generation Failed through a

custom data source plug-in type. For more information, see the help topic Setting E-Document Status to Generation Failed Through Custom Data Source.

Electronic Invoicing Preferences Updates

The Electronic Invoicing preference fields on the Subsidiary and Company Information page are relocated to the Electronic Invoicing Preferences page. The Automation Type preference is also moved to the

Change

Electronic Invoicing Preferences page. This update avoids duplicate uses of shared core records such

as those on the Subsidiary and Company Information page. You can now set and manage account-level and subsidiary specific EI preferences in one place. For more information, see the help topic Electronic Invoicing Preferences. The following table contains details of the migrated Electronic Invoicing preferences: Electronic Invoicing Existing Record Type New Record Type Preference Subsidiary and Company Information E-Document Subsidiary Preferences

Existing ID New ID

E-Document Email custrecord_psg_ei_email_custom custrecord_psg_ei_sub_email_custom

Customization Template

E-Document Sender custrecord_psg_ei_sender custrecord_psg_ei_sub_sender

Recipient of E-Document custrecord_psg_ei_notif_recipient custrecord_psg_ei_sub_notif_recipient

Notifications

Advanced PDF/HTML custrecord_advanced_pdf_template custrecord_psg_ei_sub_advanced_pdf

Template

E-Document Country for custrecord_psg_ei_license_free_country custrecord_psg_ei_sub_edoc_free_country

Free Use

Note that you must not use the above field ID references in any customization. You should not reference these field IDs in your scripts.

Vendor Credit Inbound Support

Electronic Invoicing now supports vendor credit transactions as an inbound transaction type also. In all

accounts, you can also create an inbound e-document with transaction type Bill Credit manually, using REST web services, or through an email capture plug-in. You can also process a vendor issued PEPPOL credit memo into an inbound NetSuite vendor credit. To help with the conversion, you can use a sample vendor credit inbound e-document template and a custom data source plug-in. For more information, see the help topic Vendor Credit. Performance Improvements in Transaction’s Edit and View

Functionality

The SuiteApp’s performance is now optimized for viewing (for non-administrator users) and editing transactions.

Changes in QR Code and QR String Transaction Body Field IDs

The field IDs for the transaction body fields QR code and QR string are now updated. Additionally, the field type of QR string is changed from free-form text to long text for better readability and usability.

SuiteScript 2.1 Migration

SuiteScripts that are independent of custom electronic invoicing plug-ins for Electronic Invoicing SuiteApp

are now upgraded from SuiteScript version 2.0 to version 2.1. The updated version supports ECMAScript

Change

2019 and runs on a newer runtime engine. This update significantly improves the performance of the scripts without impacting their workflow. Ship Central Enhancements

Support for International Shipping

You can now process packed orders for international shipping through the mobile app. To support this capability, Ship Central provides these additional preferences that you can set in your NetSuite account: Note: International shipping applies only to items that have manufacturer details on the item record. It also requires tax information and other details.

  • Enable International Shipping – If you set up International Shipping, you can set this preference to enable it on the app. Ship to international locations, then print labels and related documents such as the Certificate of Origin.
  • Shipment Contents – Identify or classify the contents for all international shipments.
  • Non-delivery Instructions – Specify whether you want non-delivered international shipments to always be returned to the sender or treated as abandoned. These instructions appear on shipping labels.
  • Charge Tax To – Choose whether the Shipper or Recipient handles the related taxes, fees, and duties on all international shipments. Also provides the facility to set up tax identifiers.
  • Enable USPS Canada Delivered Duty Paid – Always apply delivered duty paid (DDP) shipping to orders shipped to Canada through USPS.

Support for Third Party Billing

If carriers support third party billing for your services, you can set the Enable Third Party Billing preference for the app. You must add third-party billing accounts to which you want to charge shipping costs for your customers’ orders.

New Labels and Shipping Preferences

Depending on your shipping requirements and services, you can set the following shipping preferences:

  • Enable Return Labels – Print a return label using the address details for your organization, after you process a shipment. You can void return labels.
  • Shipment Reference #2 and #3 – Select up to two additional shipment references that appear on printed shipping labels, which may depend on your carrier.
  • The carton ID or number is preconfigured as the first reference on shipping labels.
  • Print Default Logo – When you upload a default logo to your ShipEngine account, you can sync your NetSuite account to obtain its path. You can set this preference if you want to print the default logo on shipping labels.

Change

You can activate the Print brand name rule to provide a brand name and print it on shipping labels. The brand name appears on the label instead of the sender’s name obtained from the location record.

Shipping Orders Packed Through the NetSuite UI or WMS

Previously, you can only ship orders that you pack using the Ship Central mobile app. Now, you can also ship orders that you pack directly through the NetSuite UI or WMS. Orders packed through the app cannot be processed for shipping together with those packed through these other options. For more information, see the help topic Ship Central Shipping.

Update to Weight Calculation

You can activate the Calculate default carton weight rule to include the tare and item weights in the overall weight of a shipment. You can provide the tare weight of a carton or pallet on the mobile app. On item records, you can enter the weight of an item. The app calculates the pallet weight based on the weight of all the cartons you transfer to it and its tare weight. If you use the Enable Weighing Scale Support capability, Ship Central applies the carton weight from your scale instead of the calculated weight. It also displays the variance from the calculated weight. For more information, see the help topic Configuring Ship Central Rules. Projects SuiteApps Following are the 2023.2 projects enhancements to SuiteApps:

Project 360 Dashboard Enhancements

The Project 360 Dashboard contains the following enhancements:

  • Project 360 Access Level – Administrators can now assign and manage access within the Project 360 Dashboard according to roles. Access levels determines the projects you can access and view depending on your role. To assign an access level to an employee, an Administrator must open the employee record, go to the

Human Resources subtab, and select from the following:

  • Assigned to me
  • My Department
  • My Department Hierarchy
  • My Subordinates
  • All Projects
  • Project 360 Dashboard Preference Page- This page contains all the focus pages that can appear on your Project 360 Dashboard. By default, the boxes for all the focus pages are checked on the preference. Administrators can change the selection of the focus pages that appear on your Project 360 Dashboard. Additionally, the Project 360 Dashboard SuiteApp requires only one Project 360 Dashboard Preference record for an account. To set the preference, an Administrator can go to List > Relationship > Project 360 Dashboard

Preference, and select from the following:

  • Project Overview
  • Resource Planning

Change

  • Budget and EAC
  • Billing and Revenue
  • Financial
  • Filters in the My Project Portfolio Portlet- The SuiteApp now provides filters you can use to customize projects that appear on the dashboard. The following filters are located right below the name of the Project Portfolio portlet:
    • Project
    • Client
    • Project Manager
    • Project End Date
  • Updates to the Project ID Link- When you click the Project ID in the Project Information portlet, the link now opens the Project Overview page of that project. Previously, the Projects ID link opens the project record related to the Project ID. Note that if the Project Overview box is cleared on the Project 360 Dashboard Preference page, the link opens the next available focus page on the dashboard. For more information, see the help topic Project 360 Dashboard. SuiteAnalytics SuiteApps Following are the 2023.2 SuiteAnalytics enhancements to SuiteApps:

Advanced SaaS Metrics Now Available

Advanced SaaS Metrics SuiteApp lets you inspect and analyze recurring revenue for contract-based and

software as a service (SaaS) business setups. The SuiteApp creates contract transaction records from sales orders, invoices, or CSV imports and then processes them for viewing as metrics on the dashboard. You can do the following from the Saas Metrics dashboard:

  • View tiles for your company’s key performance indicators (KPIs) such as monthly recurring revenue (MRR), annual recurring revenue (ARR), total customers, new customers, churn rate, and renewal rate. From the tiles, you can also view comparisons for this month versus the previous month for each of these KPIs.
  • View annual recurring revenue amounts per month.
  • View a 12-month rolling forecast to gauge the annual or monthly run rate of recurring revenue from existing customers.
  • View detailed ARR and MRR information for each new, downsell, renewal, upsell, or churn amounts.
  • View a graph or table that lets you compare the new and churn customer count per month.
  • View a report showing the customer count per month.
  • View metrics and reports for a single subsidiary.
  • View metrics and reports for consolidated subsidiaries.

Advanced SaaS Metrics has the following features:

  • Use of sales orders and invoices as the primary source record for the dashboard. You can also select secondary source records for information that may not be available in sales orders or invoices.
  • Ability to import contract transaction records through CSV.
  • Capability to establish contract relationship manually through a custom field or by letting the SuiteApp automatically predict related contracts.

Change

  • Process and include RMA (return authorization merchandise) records in the dashboard calculations for sales orders, invoices, and CSV imported records. Advanced SaaS Metrics is available in the SuiteApp Marketplace. For installation instructions, see the help topic Installing Advanced SaaS Metrics. For more information about the SuiteApp, see the help topic Advanced SaaS Metrics. Taxation SuiteApps

Following are the 2023.2 taxation enhancements to SuiteApps:

  • SuiteTax SuiteApps
    • Tax Reporting Framework Enhancements ▬ Manual Submission and Multiple Nexuses Support
  • Legacy Tax SuiteApps
    • International Tax Reports Enhancements ▬ Germany Monthly and Quarterly VAT Report 2023 Update ▬ Philippines VAT RELIEF Reports Update
    • International Tax Reports Issue Fixes ▬ International Tax Reports 3.126.0 Issue Fixes SuiteTax SuiteApps Tax Reporting Framework Enhancements Manual Submission and Multiple Nexuses Support

Tax Reporting FrameworkSuiteApp 1.21.0 adds support for the following features:

  • Multiple Nexuses – This enhancement enables localization teams to implement reports in accounts with SuiteTax that include transactions listed under multiple different nexuses.
  • Manual Submission – This enhancement enables localization teams to add a Submit Manually button to VAT reports, which lets you set the report as manually submitted. Clicking the button changes the status of the report on the Country Tax Reports page to Manually Submitted. You can use this feature when you submit VAT reports to tax authorities outside of NetSuite. For more information, see the help topic Electronic Tax Filing in Tax Reporting Framework. Legacy Tax SuiteApps International Tax Reports Enhancements

Change

  • Germany Monthly and Quarterly VAT Report 2023 Update
  • Philippines VAT RELIEF Reports Update

Germany Monthly and Quarterly VAT Report 2023 Update

Starting January 2023, Germany includes two new boxes for reporting taxable supplies and intracommunity acquisitions at 0% tax rate on the Preliminary VAT Return. To report transactions to these boxes, International Tax Reports version 3.126.0 automatically provisions the following tax codes to every newly created Germany subsidiary or nexus:

Tax Code Tax Code Description Properties Box Box Description

ZR-DE ■ English description: Zero rate ■ Effective from: January 87 Taxable transactions at the rate 1, 2023 of 0%

  • German description: Nullsatz
  • Rate: 0%
  • Available on: Both

EZR-DE ■ English description: EU ■ Effective from: January 90 Intracommunity acquisitions at

purchases - zero rate 1, 2023 the rate of 0%

  • German description: EU- ■ Rate: 0%

Einkäufe - Nullsatz ■ Notional Rate: ZR-DE

  • EC Code: Enabled
  • Available on: Both Important: For accounts with existing Germany nexus, you must manually create the tax codes and edit the existing 0% tax codes that are mapped to boxes 48 and 91. For more information, see Germany Tax Code for Zero Percent Rate.

On the Tax Reports (International) page, the Germany (English) 2023 and Germany (Deutsch) 2023 forms

are now available in the Country Form list when you select a tax period starting January 2023. For more information, see the help topics Tax Code Table for Germany and What goes into each box – Germany Monthly/Quarterly VAT report.

Philippines VAT RELIEF Reports Update

International Tax Reports version 3.126.0 includes an update to the quarterly Summary List of Sales

(SLS) and quarterly Summary List of Purchases (SLP). When you generate a CSV or PDF file, the following information appears in the footnote:

  • Username and user ID of the person who generated the report
  • Date and time of the report generation
  • Software used to generate the report The SLS and SLP now also display the first nine digits of the business tax registration number followed by three zeroes. For more information, see the help topic VAT RELIEF Reports. International Tax Reports Issue Fixes

Change

  • International Tax Reports 3.126.0 Issue Fixes

International Tax Reports 3.126.0 Issue Fixes

when available transactions were listed. After the fix, the Gross Total now displays the total gross amount of all the listed transactions on the drilldown report.

  • Decimal Comma Number Format – In the VAT reports for all countries, the comma (,) is now recognized as a decimal separator when the selected number format on the VAT report is 1.000.000,00 or 1 000 000,00.
  • Export to XML – This is related to the decimal comma number format and is applied to VAT reports only. Previously, when exporting a VAT report to XML, the amounts are truncated if the selected number format is 1.000.000,00 or 1 000 000,00. In the latest version of the SuiteApp, the exported XML for countries such as Belgium, Germany, Spain, and Sweden now displays the correct amount when the selected number format is a decimal comma.
  • Germany Annual VAT Report – The tax code mapping in the Germany Annual VAT report now matches the tax code mapping of the monthly/quarterly VAT report. The following table describes the changes to the Germany Annual VAT report:

Tax Code Tax Code Description Removed From Moved or Added to

Z-DE Tax-free sales without input Box 155 – Sales at other Box 287 – Tax-free sales without input tax

tax deduction tax rates deduction under § 4 no. ___ UStG Box 156 – Sales at other tax rates

ZX-DE International exports (third Box 155 – Sales at other Line 67 – Export supplies and contract

country) tax rates finishing on export goods (§ 4 no. 1 subpara. a UStG) Box 156 – Sales at other tax rates The fix also includes updates to the following tax codes for each box: Box Updates to the formula 155 The box now includes SR-DE tax code. 156 798 The box now includes ESR-DE tax code. 799 177 The box now includes EST-DE tax code. 177b 275 The box now includes ERT-DE tax code. 275b 741 The box now includes IS-DE and IS1-DE tax codes. 791 The box now includes EZ-DE tax code. 877 The box now includes IS-DE and IS1-DE tax codes. 878 Change

Box Updates to the formula

467 The box now reports notional amount of purchases of the following tax codes by default:

  • ESSP-DE
  • ESSP1-DE
  • IS-DE
  • IS1-DE
  • RC-DE
  • RC1-DE
  • S1-DE
  • SS1-DE The box is still an editable field. 205 The box now reports net amount of sales of OS-DE by default. The box is still an editable field. 209 The box now reports net amount of sales of the following tax codes by default:
  • S1-DE
  • RC-DE
  • SS1-DE
  • RC1-DE The box is still an editable field. 721 The box now reports net amount of sales of the following tax codes by default:
  • ESSS-DE
  • ESSS1-DE The box is still an editable field. Line Updates to the line formula 68 The box now reports net amount of sales of E-DE tax code by default. The box is still an editable field. For more information about the Germany Annual VAT report, see the help topic What goes into each box – Germany Annual VAT Declaration.
  • Mode of Transport – The system now displays the mode of transport records with the same name and code as one entry in the Mode of Transport field on the transaction record.
  • VIES VAT Validation – The VIES VAT Validation link is now available to vendor and customer records with addresses located in the European Union (EU).

Vendors, Purchasing, and Receiving SuiteApps

Following are the 2023.2 vendors, purchasing, and receiving enhancements to SuiteApps:

Vendor Bill Sender Permission for Transaction Email Capture

Previously, only users with the Administrator role can access the Transaction Email Capture subtab in the vendor record to add multiple email addresses. For more information about how to add vendor email address for Transaction Email Capture, see the help topic Managing Vendor Email Addresses Using Transaction Email Capture.

Change

In version 1.1.1 of the Transaction Email Capture SuiteApp, roles with the Vendor Bill Sender permission can now see and access the Transaction Email Capture subtab. For more information see, Creating or Customizing Roles to Use Transaction Email Capture. Wholesale Distribution SuiteApps Following are the 2023.2 wholesale distribution enhancements to SuiteApps: Rebates and Trade Promotions Enhancements following item types:

  • Kit Items
  • Assembly Items
  • Service Items
  • Special Items
  • Non-Inventory Items
  • Dropship Items
  • Item Groups
  • Advanced Bill of Materials Previously, rebate calculation only applies to inventory items.
  • Ability to Track Agreement Detail Versions- When you edit an agreement detail, the system creates a new version of that record with the updated values, then saves the previous version with prior values. To view the previous versions of an Agreement Details record, go the Agreement Details subtab of a rebate agreement. Under the Agreement Details ID column, click the link of the latest version number shown on the line to open the Version History popup window. Previously, you can only view the edit logs for the rebate agreement and agreement details on the Update History subtab of a rebate agreement. Now, you can track and review the changes specific to an Agreement Details record.
  • New Preference for Rebate Recalculation on Edited Transactions- The SuiteApp now includes the Always Use the Latest Version of Agreement Details for Rebate Recalculation box under the

Custom Preferences subtab at Setup > Company > General Preferences. When you edit a transaction

that triggers rebate recalculation, the system applies rebates from the agreement detail version based on your preference. Check this box to use the latest version of agreement details when recalculating rebates. Clear this box to use the applicable agreement detail version on the transaction date when recalculating rebates. For more information, see the help topic Rebates and Trade Promotions.