SuiteAnalytics Updates in NetSuite 2024.1

This release note was updated February 26, 2024.

New Record Type Available for the Analytics Data Source

A new record type is now available for the Analytics data source: ConnectLoginAudit. The ConnectLoginAudit record type data is available from SuiteAnalytics Workbook, SuiteAnalytics

Connect, SuiteScript, and REST Query API. This record type allows SuiteAnalytics Connect administrators

to get information about the usage of Connect, such as users’ login attempts, outdated drivers, and so on. To access the ConnectLoginAudit record type data, the View Login Audit Trail role permission is required. The following table contains the list of fields available on the ConnectLoginAudit record type and a description for each field: Field Description date Login date and time emailAddress Email address of the SuiteAnalytics Connect user status Login status user User ID role Role ID userAgent Third-party application used by the SuiteAnalytics Connect user detail Details failed login attempts dataSource SuiteAnalytics Connect data source (NetSuite.com or NetSuite2.com) driverType Driver type used (JDBC, ODBC, or ADO.NET) driverVersion SuiteAnalytics Connect driver version To see the fields available through the ConnectLoginAudit record type, you can use the Records Catalog. For more information about the Records Catalog, see the help topic Records Catalog Overview.

Calculated Measures Available from Pivot Grid

Prior to 2024.1, you could only create calculated measures from the layout panel of pivot tables. Now, you

can also create and remove calculated measures from the pivot grid. For more information, see the help topic Creating Calculated Measures.

Export Dataset Definitions to SuiteQL from Workbook

You can now export your saved dataset definitions to a SuiteQL TXT file. This allows you to understand how fields are joined in your dataset so that you can build your SuiteQL queries. SuiteQL queries are available through the SuiteScript Analytic API, SuiteAnalytics Connect, and SuiteTalk REST Web Services. To export your dataset definition to a SuiteQL TXT file, open your dataset, click Export and choose the Export dataset to SuiteQL TXT option. Note: For SuiteAnalytics Connect, this option applies to the NetSuite2.com data source only. When you export your dataset definitions, you must consider the following:

• You can only export dataset definitions that have been saved. Unsaved datasets do not display the export option.
• Dataset exports may include internal records or fields that are not exposed to all channels. To review which records and fields are exposed, check them in the Records Catalog. For information about the Records Catalog, see the help topic Records Catalog Overview.
• Some dataset exports may not be complete and you may need to include criteria values manually. For example, in the following query you must replace ”?” with the corresponding value:
  • AND TransactionAccountingLine.posting = ?
• All dataset exports include BUILTIN functions in SELECT clauses. BUILTIN functions are not supported so you must remove them. The following example shows how the BUILTIN function should be removed in this case.
  • Query example with the BUILTIN function: ▬ BUILTIN_RESULT.TYPE_DATE(“TRANSACTION”.trandate) AS trandate /{trandate#RAW}/,
  • Query example without the BUILTIN function: ▬ “TRANSACTION”.trandate AS trandate, For more information about BUILTIN functions, see the help topic SuiteQL Supported Built-in Functions.
• When using SuiteAnalytics Connect, you cannot use right outer joins. For example, the following

Oracle SQL is not valid in SuiteQL:

• select a1.id from account a1, account a2 where a1.id (+) = a2.id For information about syntax requirements for SuiteAnalytics Connect, see the help topic Syntax Requirements. For more information about the export option, see the help topic Defining a Dataset.

Access NetSuite Analytics Warehouse by Single Sign-On

Previously, you had to log in to your NetSuite Analytics Warehouse instance by using your Oracle Analytics for Applications login credentials. Now, if you have an account with SAML SSO or OIDC SSO set up, you can use it to access your NetSuite Analytics Warehouse instance. For more information about how to set up this new feature, see the help topic Using Single Sign-On with NetSuite Analytics Warehouse. SuiteApps (Bundles) Released by NetSuite Accounting SuiteApps

Following are the 2024.1 accounting enhancements to SuiteApps:

• Transaction Line Distribution Enhancements
• Fixed Assets Management Enhancements

Transaction Line Distribution Enhancements

Transaction Line Distribution SuiteApp includes enhancements for the following versions:

• Transaction Line Distribution Version 1.1.0
• Transaction Line Distribution Version 1.0.2 Transaction Line Distribution Version 1.1.0 Transaction Line Distribution SuiteApp Version 1.1.0 is not yet available.

Transaction Line Distribution Version 1.0.2

• The SuiteApp now supports the option to enable scheduled journal creation in the account by checking the Distribution Journal Creation box in Setup > Company > General Preferences > Custom Preferences subtab.
• Additional Permissions for the Custom A/P Clerk Role
  • The Custom A/P Clerk role needs the following additional permissions to use the SuiteApp: Subtab Permission Minimal Access Level Custom Record TD MR Queue Full Setup SuiteScript Full

SuiteScript Scheduling Full

• Changes to the Journal and Intercompany Journal pages
  • In Journal and Intercompany Journal pages, in the Classification section, you can now access the link to the bill or credit bill related to the journal.
• Selecting Same Source Subsidiary and Destination Subsidiary in Intercompany Distribution

Templates

• In the previous version of the SuiteApp, when creating or updating an intercompany distribution template or a quick rule, the source subsidiary could not be the same as the destination subsidiary. In version 1.0.2, the source subsidiary can now be the same as the destination subsidiary. For more information about the SuiteApp, see help topic Transaction Line Distribution.

Fixed Assets Management Enhancements

The following enhancements are available in Fixed Assets Management (FAM) version 2024.1:

• 4-4-5 Week Period Format in Depreciation Schedule Reports
• Display Custom Columns in CSV Reports
• Bulk Asset Revaluation 4-4-5 Week Period Format in Depreciation Schedule Reports The depreciation schedule report can now group and display the depreciation and net-book values in 4-4-5 Weeks period. Instead of calendar months, the accounting period is used as the column headers in the report. This change is visible in the report if the following conditions are met:
• The account uses the 4-4-5 Weeks accounting period.
• The Use Accounting Period Dates For Depreciation preference is enabled to properly record the depreciation histories. For more information, see the help topic Depreciation Schedule Report (Net Book Value and Period Depreciation).

Display Custom Columns in CSV Reports

Custom columns added to report templates using the Customize Report Template page are now reflected in the CSV reports. Currently, the following reports are supported:

• Depreciation Monthly Report
• Depreciation Schedule NBV Report
• Depreciation Schedule PD Report This update does not apply to reports generated in previous versions of the SuiteApp. The changes will take effect on the report templates when you resave them after upgrading to FAM 2024.1. For more information, see the help topic Customizing the Fixed Assets Report Template through the User Interface.

Bulk Asset Revaluation

You can now use CSV import to revalue multiple assets in one transaction. The Import CSV button on the

Asset Revaluation page opens the Bulk Asset Revaluation page. A link to a sample CSV file is available for

download on the page. You can edit the sample file to add details of the assets that you want to revalue and upload the file in the same page. Benchmark 360 SuiteApp Not Yet Available Benchmark 360 SuiteApp is not yet available. Administration SuiteApps Following is the 2024.1 administration enhancement to SuiteApps: Compliance 360 SuiteApp Not Yet Available Compliance 360 SuiteApp is not yet available.

Banking SuiteApps

This release note was updated February 19, 2024.

Following is the 2024.1 banking enhancement to SuiteApps:

• Australia Bank Feeds Enhancements

Australia Bank Feeds Enhancements

• Bank Data Imported Using a Trusted Adviser – If a bank account is available for selection, the correct foreign currency is displayed.
• Bank Data Imported Using Direct Data Access – You must have a numeric account number. Support for foreign currency is limited.
• Addition of two new columns in the Bank Accounts subtab.
  • Status Reason – This column displays the reason for any bank connection problems per bank account.
  • Days to Retrieve – This column lets you specify the number of days worth of bank data to import. You can either set a default number of days for all accounts under a bank or set the number of days for each of the accounts under a bank. The default number of days worth of bank data to import is seven days.
• The SuiteApp now supports both OneWorld and non-OneWorld accounts. For more information, see the help topic Australia Bank Feeds SuiteApp. Inventory Management SuiteApps

Following are the 2024.1 inventory management enhancements to SuiteApps:

• Quality Management Enhancements
• SCM Mobile Enhancements
• Permission Update for Shelf-to-Sheet Count Custom Records Quality Management Enhancements

Advanced Manufacturing Tablet Integration with Quality Management

The Quality Management SuiteApp enables you to use Quality features, such as Skip Lot or Sampling to inspect the inventory produced through Advanced Manufacturing Tablet.

Preserve Quality Results for Lot and Serial Numbers

The NetSuite 2024.1 Quality Management SuiteApp enables you to preserve comprehensive quality results for each lot and serial number at the specification level. The Quality system evaluates the specification level status with the individual inspection status based on the conformance rule definition at specification.

Enhanced Receipt Quarantine Workflow v2

You can now initiate the Enhanced Receipt Quarantine workflow from the specification level quality status of each lot and serial number.

Inspections without Quantity Reference

With the release of NetSuite 2024.1, you can enable inspections without referring to scheduled or non- scheduled inventory quantity.

For example:

• Inspecting Machine or Work Center environmental attributes prior to production.
• Inspecting packing accessories before packing.
• Conducting regular inspections of the inventory maintenance area.

Simplified Quality Management Compliance Roles

The following compliance related enhancements are included in NetSuite Quality Management 2024.1:

• The bulk manager role has been removed from the standard Quality Management roles.
• Quality Management view permissions have been enabled for SuiteScript.

Quality Management Enhancements

With Quality Management 2024.1 you cannot generate inspection queues when a work order completion transaction was created with zero quantity.

Certificate of Analysis Enhancements

The NetSuite 2024.1 Quality Management SuiteApp are included the following Certificate of Analysis (COA) enhancements:

• A new Item filter enables you to specify how to generate COA reports based on the following options:
  • Only from Sales Orders
  • Only from Transfer Orders
  • From both Sales and Transfer Orders
  • No COA generation
• You can now access COA documents directly from the Item Fulfillment transaction. SCM Mobile Enhancements

Image Capture and File Upload Through App

Through an SCM Mobile app, you can add attachments to transactions by capturing an image, or

uploading an image or document file. It saves the image or document to the file cabinet and attaches them to a reference transaction, either a sales or purchase order. This capability provides the new Capture Image Icon and Update File Icon that you can set up on a mobile page. When you set up either or both, you can specify an icon label, file path, and reference transaction. To view the instructions and limitations, see the help topic Customizing Mobile Page Elements.

New Capabilities for Mobile Actions

• Cloning of Standard Mobile Actions – Through Mobile Configuration only, you can create your copy of a standard mobile action. It does not copy default scripts included in the standard action. It copies any associated actions, input parameters, and output parameters. You can also set up additional input and output parameters.
• Autoclick Action for Buttons – You can set up automatic clicking for an Action Button element. It enables you to skip the manual tapping of a button to submit or go to another mobile page. For more information, see the help topic Customizing Mobile Actions.

Enhanced Search Using Tags

For Data Table elements only, you can now search and filter data using tags. When you enter a keyword as your search criteria, you can save it as a tag for a column.

For each column, you can assign up to five tags. For each table, you can assign tags for up to three

columns. For more information, see the help topic SCM Mobile Page Elements (Buttons, Fields, Tables).

Displaying URLs in Columns of Data Tables

For Data Table elements only, you can add columns that display URLs for navigating to another page, website, NetSuite record. You can also use the link to display an image file from your file cabinet. You can set up dynamic URLs and one or more hyperlinks in a table cell. For more information, see the help topic Customizing Mobile Table Elements.

Disabling UOM Subfields

You can disable either or both the quantity and unit subfields of a UOM page element. On the mobile app, you cannot edit disabled subfields. For more information, see the help topic Customizing Mobile Page Elements.

Displaying Dynamic Text Using a Toggle

You can display a dynamic text using a toggle, instead of letting it load right away during the page load.

Permission Update for Shelf-to-Sheet Count Custom Records

The Shelf-to-Sheet Count version 1.05.1 includes an additional permission required to access a custom record as part of a mandatory security change. The permission for the following custom record must be added to R & H roles to access the record: Subtab Record Name Access Level

Custom Record customrecord_s2s_elk_config Edit

The new permission, along with the appropriate access level, ensures that only authorized users can access or modify the custom records used by the SuiteApp. You must have the Administrator role to assign the new permission and access level to R & H roles. For the updated list of permissions, see the help topic Granting Permissions to R & H Roles.

Localization SuiteApps

This release note was updated March 18, 2024.

Following are the 2024.1 localization enhancements to SuiteApps:

• Brazil Certification Tax Authorities Enhancement
• Brazil Localization Enhancements
• Brazil Reports Enhancements
• E-Document Certification Service Renaming
• France Localization FEC Report Enhancement
• India Localization Enhancements
• Japan Electronic Bookkeeping Act
• Japan Financial Statements Enhancements
• Japan Localization Enhancements
• New Spain Localization SuiteApp
• Portugal Localization Enhancements
• Spain Localization Enhancements
• SuiteTax Latam Engine Enhancement

Brazil Certification Tax Authorities Enhancement

You can now compare the information from the electronic invoices your company receives with the purchase orders you created. In the Receiver Acknowledgment page, you are able to view the PDF representation of the electronic invoice next to the purchase order from NetSuite. For more information, see the help topic Receiver Acknowledgment. Brazil Localization Enhancements

Bank Slip Write-Off and Due Date Update

On the CNAB File Generation page, when the file standard is set as CNAB 400, you now have three options to choose from:

• Generate bank slips
• Write-off bank slips
• Update bank slips due dates Previously, you could only generate bank slips. For more information, see the help topic CNAB Delivery File Generation for Brazil.

Discount on the Payment of Sales

You are now able to apply discounts on the payment of invoices. On the Discount on Sales Payments page, you can select transactions and define the amount of discount to grant.

Electronic Bill of Lading

If you hire shipping carriers to transport items, you are now able to post the electronic bill of lading in NetSuite. In Brazil, this e-document is known as conhecimento de transporte eletrônico (CT-e). It is generated and certified by the shipping carrier that transports the items that you sold, purchased, or transferred. For more information, see the help topic Posting Electronic Bills of Lading for Brazil.

Tax, Utility, and Expense Bills

You are now able to enter the information from tax, utility, and expense bills in NetSuite. Posting information from these bills may be a legal requirement. If the bills contain bar codes, you can also include them in your CNAB delivery files. Brazil Reports Enhancements

Download Reports for Brazil in XLS Format

On the Country Tax Reports page, you can now download the following types of reports in XLS format:

• Accounting reports
• Assessment reports
• Auxiliary reports
• Financial statements The reports are also available in PDF format. Previously, only fiscal books were available in both XLS and PDF format. For more information, see the help topics Generating Country Tax Reports for Brazil and Monitoring the Generation of Tax Assessment Reports.

Posting Period on Tax Assessments

Assessment records now display the posting period that corresponds to the start and end dates you

selected. The posting period determines whether the assessment applies to an open or closed period. If the period is closed, NetSuite blocks changes to the assessment. Generating new assessment reports for closed periods is also not possible. For more information, see the help topic Tax Assessment for Brazil.

SPED Records for Retail Businesses

To support retailers in Brazil, the SuiteApp now includes:

• The following Bloco C records on the EFD Contribuições file:
  • C860 – Identificação do Equipamento SAT-CF-e
  • C870 – Resumo Diário de Documentos Emitidos por Equipamento SAT-CF-e
• The following Bloco C records on the EFD ICMS IPI file:
  • C800 – Cupom Fiscal Eletrônico
  • C810 – Itens do Documento do Cupom Fiscal Eletrônico
  • C850 – Registro Analítico do CF-e-SAT For more information, see the help topic Available Statutory Reports for Brazil.

E-Document Certification Service Renaming

As of version 1.4.13, the E-Document Certification Service SuiteApp has been renamed to LATAM E- Document Certification SuiteApp. The new name will not impact the SuiteApp functionalities. For more information, see the help topic LATAM E-Document Certification.

France Localization FEC Report Enhancement

In NetSuite 2024.1, you can enter the French translations of your custom transactions on the France

Localization Configuration page. The French translations are used for the JournalLib and the EcritureLib of

the Fichier d’Ecritures Comptables (FEC) Data Extract and the FEC Lettrage reports. By entering the French custom transaction names, you comply with the government requirement to have all transaction names in the FEC report in French. For more information, see the help topic France Localization.

India Localization Enhancements

Every GST registered taxpayer in India must file GSTR-9 annually. The India Localization SuiteTax Reports SuiteApp version 4.00.0 lets you generate the following reports to file GSTR-9.

• GSTR9 4 Outward
• GSTR9 5 Outward
• GSTR9 6 ITC Availed
• GSTR9 17 HSN Outward
• GSTR9 18 HSN Inward These reports contain details about outward supplies, inward supplies, taxes paid, refund claimed, demand raised, and Input Tax Credit (ITC) availed and utilized. You can generate these reports from Reports > Tax > Country Tax Reports. For more information, see the help topic India Goods and Services Tax (GST) Reporting.

Japan Electronic Bookkeeping Act

Japan Localization SuiteApp version 2023.2.5 provides features for complying with requirements of the

Electronic Bookkeeping Act for storing and managing electronic transaction documents. The new Electronic Transaction Data subtab on transaction records has fields where you can specify details of electronic documents related to the parent transaction. To view the subtab on transaction records, the role that will use it must first have the right permissions. You must grant the role permission levels for Custom Record to edit Electronic Transaction Data and for List to create Documents and Files. Before specifying electronic transaction documents, you must store them first in the File Cabinet. Then, on the transaction you must specify the following in corresponding fields on the Electronic Transaction

Data subtab:

• document file name
• document type
• transaction date
• transaction amount
• transaction entity
• whether the document was sent or received After you enter field values and save the transaction, an Electronic Transaction Data custom record will be created with the details you specified. This custom record associates or links the electronic document to its parent transaction. Electronic Transaction Data custom records lets you store, retrieve, and manage electronic documents in a structured way. Also, you can search for records by year using a new saved search that the SuiteApp provides. Important: Your administrator or any role with permission must not edit or delete an electronic document in the File Cabinet that is already specified in an Electronic Transaction Data custom record. This will cause an error when that record or the parent transaction is edited. For more information, see the help topic Support for Electronic Bookkeeping Act.

Japan Financial Statements Enhancements

Japan Financial Statements SuiteApp version 5.0.0 will add the following new financial statements:

• Japan Comparative Balance Sheet This report displays assets, liabilities, and equities in a specified period and in the previous year for comparison. The Comparative Balance Sheet is available from Reports > Financial > Japan Comp.

Balance Sheet. To generate the report, select the Subsidiary, Balance Sheet Template, a month and

year in the As Of field, and then click Refresh. The generated comparative balance sheet indicates the Year-over-year Ratio (YoY %) of financial data in the specified period and previous year. For more information, see the help topic Japan Comparative Balance Sheet.

• Japan Comparative Income Statement This report displays a summary of your company’s or subsidiary’s income, expenses, and net income in a specified period and in the previous year for comparison. The Comparative Income Statement is available from Reports > Financial > Japan Comp. Income Statement. To generate the report, select the

Subsidiary, Income Statement Template, a period in the Financial Year, From and To fields, and

then click Refresh. The generated income statement also indicates the Year-over-year Ratio (YoY %) of financial data in the specified period and previous year. For more information, see the help topic Japan Comparative Income Statement.

• Japan Trial Balance New This new implementation is a combination of the Comparative Balance Sheet and Comparative Income

Statement. The report displays the Beginning Balance, Debit, Credit, Ending Balance, and Ratio. It

is available from Reports > Financial > Japan Trial Balance New. To generate the report, select the Subsidiary, Balance Sheet Template, Income Statement Template, a period in the Financial Year, From and To fields, and then click Refresh. This is a beta version that will be further enhanced and is different from the previous implementation of the Japan trial balance, which only displayed active account balances in credit and debit columns for a specific period. For more information, see the help topic Japan Trial Balance New.

Japan Localization Enhancements

Expense reports and journal entries can now be subject to deductible tax. To apply deductible tax, ensure that a tax code with purchase tax rate is selected in the Tax Code field in any of the following:

• line item on the Expenses subtab of an expense report
• a debit or credit line on the Lines subtab of a journal entry For more information, see the help topic Deductible Purchase Tax for Japan.
• Ability to Overwrite Tax Amount After Deductible Purchase Tax is Calculated You can overwrite the tax amount on purchase transactions or journal entries even after deductible tax has been calculated. You should only do this if the tax and amount values on the bill generated by NetSuite are different from those on the bill received from your vendor. When you edit a transaction or bill to enter new values for tax and amount, a message is displayed for you to confirm the recalculation of deductible tax:
  • If you select OK, NetSuite will recalculate deductible tax using the new values.
  • If you select Cancel, NetSuite will overwrite the previous values but will not recalculate deductible tax. For more information, see the help topic Overwriting Tax Amount After Deductible Purchase Tax is Calculated.
• Set Values for Qualified Invoice Issuer and Tax Registration Number Using CSV Import You can use CSV import to set or update values for the Qualified Invoice Issuer and Tax Registration Number fields on vendor records. If you set the value for Qualified Invoice Issuer to True, this makes the Tax Registration Number field a required field, so you must provide a value for it. For more information, see the help topic Specifying Qualified Invoice Issuer or Vendor Tax Exemption.
• Enhanced Saved Search for Including Credit Memo Line Items in the Invoice Summary This version of the SuiteApp provides an improved invoice summary transaction saved search for including the correct credit memo line items in the invoice summary. When you use the saved search, it will include credit memo discount items in the invoice summary but will exclude GL impact line items.

New Spain Localization SuiteApp

The first public release of the Spain Localization SuiteApp (version 1.5.0) introduces the following SuiteTax-based features. Note that you can currently only download Spain Localization SuiteApp from the

SuiteApp Marketplace upon obtaining a permission from the country PM:

• SuiteTax-based tax reporting The SuiteApp supports selected operations related to the General Regime section of the following reports:
  • Modelo 303
  • Modelo 349
  • Modelo 390
  • SII for issued and received invoices To generate these reports, you must first enable the SuiteTax feature in your account.
• Visual drill-down and electronic format The SuiteApp offers a visual drilldown of Spain VAT reports that you can use to review transaction values included in individual report boxes. Additionally, you can download your reports in a machine- readable format and upload them to the AEAT website.
• Financial reports for Spain The SuiteApp provides the following financial reports for Spain:
  • Balance Sheet for Spain
  • Trial Balance for Spain
  • Profit and Loss Account for Spain
  • Journal for Spain
  • General Ledger for Spain
  • Book of Issued and Received Invoices for Spain For more information, see the help topic Spain Localization.

Portugal Localization Enhancements

You can now assign certification accounting books to your Portugal subsidiaries. If you use Multi- Book Accounting, this assignment is required for successful certification of transactions, QR code generation, and printing of Portugal documents.

• Inclusion of Billable Expenses in the SAF-T for Billing Reports Your SAF-T for Billing reports now include information about those transactions that contain billable expenses. For more information, see the help topic Portugal Localization. Spain Localization Enhancements

Page

The following field labels were removed:

• Special regime for a group of companies in any period of the fiscal year
• Tax rate applicable to the special regime: Article 163 sexies (five)
• Have you opted for the special regime of the cash basis (Article 163 undecies of the VAT Law)?
• Have you been the recipient of transactions with the applicable special regime of the cash basis? The following boxes were added:
• 96
• 97
• 98
• 662
• New SII Reporting Status Types
  • Rejected After Resubmission Status is shown when you alter a transaction previously marked as correct or partially correct and obtain a new status after its resubmission.
  • Pending Correction If you want to alter a transaction previously marked as correct, you can manually change its status to Pending Correction and resubmit it to AEAT.
• Support of Special Characters and Accent Marks in Spain VAT Reports You can now enter words and letters with special characters and accent marks in fields related to name, address, and activity.
• Classification of Items Based on the Tax Item Type Field

Transactions items are now classified into goods and services based on the Tax Item Type field on the

item record. Filling out this field is required if you want the generated Spain VAT reports to consider your transactions. The report generation process only considers transactions where the Tax Item Type field is set for all existing items. The tax item type assignment does not impact posting and taxable transactions that are not associated with items, such as expense reports.

• Default Tax Reg. Number Replaced by Entity Tax Reg. Number in Spain Workbook and Datasets In this version, your Spain workbook and datasets display the tax registration number selected on the transaction level. This number replaces the previously shown Default Tax Reg. Number field of your customer/vendor.
• Updated Sourcing for Boxes 99 and 103 in the Modelo 390 Report
• Updated Instructions for Uploading AEAT Response Files
• Support of Non-Euro Currencies in Spain Reports In this version, the report generation process supports transactions in non-euro currencies. If the

Multiple Currencies feature is enabled in your account, transactions in non-euro currencies are

converted to euros and included in the generated reports. Additionally, you can also see these transactions in your Spain workbook and datasets. For more information, see the help topic Spain Localization.

SuiteTax Latam Engine Enhancement

Starting in the first quarter of 2024, the SuiteTax Latam Engine SuiteApp enables you to override a transaction’s tax calculation basis and tax rate. Overriding the tax calculation basis and the tax rate may be necessary for specific and limited taxation scenarios. The option becomes available for transactions involving a subsidiary that uses the SuiteTax Latam Engine tax engine plug-in. Manufacturing SuiteApps

Following are the 2024.1 manufacturing enhancements to SuiteApps:

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

Costed Bill of Materials SuiteApp Enhancements

Costed Bill of Materials SuiteApp includes enhancements for the following versions:

• Costed Bill of Materials SuiteApp Version 1.1.2
• Costed Bill of Materials SuiteApp Version 1.2.0 Costed Bill of Materials SuiteApp Version 1.1.2

Simulate Report

The SuiteApp now has a Simulate button using which you can simulate the Costed Bill of Materials report by modifying the unit cost values for a nonassembly item. For more information, read the help topic Creating Costed Bill of Materials. Costed Bill of Materials SuiteApp Version 1.2.0

Simulate Report with Simulate Build Quantity Field

The SuiteApp now includes a Simulate Build Quantity field in the Material Costs subtab. You can simulate the Costed Bill of Materials report by changing the Simulate Build Quantity field’s value. For more information, read the help topic Creating Costed Bill of Materials.

New Column in Material Costs Subtab

A new column, Quantity for Build, is now included in the Material Costs subtab. The value in this column is the product of build quantity and quantity per top level assembly. For more information, read the help topic Creating Costed Bill of Materials. Manufacturing Mobile Enhancements

Backflush and Issue Components when Reporting Data

You can now designate a few components in Bill of Materials (BOM) to be backflushed without the need to report consumption data manually. The components are issued automatically when production quantity is reported. Improved Error Message Handling Message custom records now include generated error messages.

Scan and Enter an Item UPC Code

The NetSuite Manufacturing Mobile Suite App now enables you to scan and enter an item’s UPC code.

Work Order Start and End Times

The NetSuite Manufacturing Mobile Suite App enables you to record the actual start time and end time for a WIP Work Order operation step. This enables you to start an operation, pause an operation with reason code for the pause, restart the operation, and end the operation.

Updated Manufacturing Mobile Messages

New warning and error messages are included with release of Manufacturing Mobile 2024.1.

View Work Instructions from Mobile Device

The NetSuite Manufacturing Mobile Suite App supports viewing work instructions from a mobile device. The instructions for an operation are defined in the assembly routing.

Work Instructions and Traveler SuiteApp Enhancements

Work Instructions and Traveler SuiteApp includes enhancements for the following version: Work Instructions and Traveler SuiteApp Version 1.1.0

Additional Work Instructions Subtab in a Work Order Record

You can now add specific work instructions for a work order in the Additional Work Instructions subtab of a work order record. The new subtab is automatically enabled when the WIP box is checked in a work order form. For more information, read the help topic Providing Additional Work Instructions in Work Order.

Update in Traveler Report

The Work Instructions and Traveler report now includes information such as process notes and any additional work instructions of the specific work order.

Update in Filter By Section

The Filter by section on the Generate Traveler page now collapses automatically to display the filtered work orders in the center of the page. Order Management SuiteApps

Following are the 2024.1 order management enhancements to SuiteApps:

• Fulfillable Items with SuiteBilling not yet Available
• Electronic Bank Payments Enhancements
• Electronic Invoicing Enhancements
• NetSuite Electronic Business Now Available
• New Ship Central Capabilities
• NetSuite Pay Now Available Fulfillable Items with SuiteBilling not yet Available Fulfillable Items with SuiteBilling SuiteApp is not yet available. Electronic Bank Payments Enhancements

Implementation

• Masking Company Bank Account Numbers and Entity Bank Account Numbers
• Track Changes for Long Text Fields using Logs Column in Payment File Formats Approval Routing and Batch Processing Support for Global Bill Payment

Processing

Electronic Bank Payments version 2024.1 includes support for approval routing and batch processing in

global payments processing. You can now process bills using both primary and secondary entity banks in batches from Global Payment Batch List page. After this update, the existing EFT Batch Processing will not include transactions linked to an entity bank in a transaction’s EFT subtab. Create Custom Payment Processing Suitelets using Electronic Bank

Payments Custom Plug-in Implementation

Starting 2024.1, you can use Electronic Bank Payments SuiteApp’s custom plug-in implementation EPAPI

Plugin SS2 - _17239_ep_api_plugin to create custom payment processing Suitelets. Using this custom

plug-in implementation, you can customize the standard Suitelet page by adding or removing filters and columns. You can also create your own custom Suitelets for all standard Suitelets. Masking Company Bank Account Numbers and Entity Bank Account

Numbers

You can now mask company’s and entity’s bank account numbers. To enable the masking of bank account numbers, check the Mask Bank Account Number box on the Electronic Payments Preference page. Any duplicate bank account number fields are not masked. Any customizations to the company and entity bank account number fields will not mask the bank account numbers. Track Changes for Long Text Fields using Logs Column in Payment File

Formats

As of 2024.1, a new Additional Logs subtab is added in the Payments File Formats page. The subtab is used to track the changes made to the payment file format’s long text fields. The Logs table in the

Additional Logs subtab displays detailed information of the modified long text field. To enable the

Additional Logs subtab for custom roles, you must add Full level permission to the Electronic Payments Logs record. Electronic Invoicing Enhancements

Electronic Invoicing SuiteApp includes enhancements for the following versions:

• Electronic Invoicing SuiteApp Version 9.05.0
• Electronic Invoicing SuiteApp Version 9.06.0 Electronic Invoicing SuiteApp Version 9.05.0 Cancel Status for E-Documents in Outbound Transactions with

Certification Plug-in

Electronic Invoicing now supports canceled e-document status in the e-document certification process. Canceled status can be set through certification sending plug-in or insertAuditTrail sharedmodule API. When a transaction is set to Canceled e-document status, the status will not automatically reset to For Generation status even if you modify the transaction record.

PEPPOL Template Support for SuiteTax

You can now use PEPPOL generic templates for custom transaction of sales and purchase (outbound).

These templates are supported with custom data source plug-in implementations to populate all the

required values. You can use the template contents and the custom data source plug-in implementations to set up e-document template records. These records can then be used for outbound e-document generation. For more information, see the help topic PEPPOL Templates for SuiteTax.

PEPPOL ID Lookup

Electronic Invoicing SuiteApp now has the PEPPOL ID field in customer records, vendor records, and

the subsidiary preference records on the Electronic Invoicing Preferences page. This field is used by the entities registered on the PEPPOL network. You can set the PEPPOL ID field on the subsidiary preference record on the Electronic Invoicing Preferences page for subsidiaries, and for customer and vendor records in the E-Document subtab. For more information, see the help topic PEPPOL ID. Bypassing PO# Validation when Converting an Inbound E-Document into a Vendor Bill

Electronic Invoicing 9.05.0 now supports bypassing the PO# validation when converting an inbound e-

document into a vendor bill inbound transaction. If the Field Mapping for Inbound E-Documents field contains mapping for a purchase order number and the inbound XML contains a purchase order number which is not found in the account, you can create a standalone vendor bill without mapping it to any purchase order for any vendor. This feature can be configured from subsidiary preferences records for the subsidiary of the vendor. You can bypass the PO# validation by selecting Yes from the Bypass PO# Validation in Inbound Conversion field. By default, the value of this field is set to No. For more information, see the help topic Bypassing Purchase Order Number.

Improved Outbound Template with JSON FreeMarker Validation

Validation on saving the outbound e-document template shows a warning popup if the JSON FreeMarker

template content is malformed or has complex FreeMarker directives. It can be evaluated at runtime (generation). You can click OK to save the template or click Cancel to make further changes.

Network MR Enhancement

The default filtering for the Automatic Get Network Status MR script is updated to include transactions with Network Status Updated On value. The script execution occurs the day before the current date instead of the transaction date. For more information, see the help topic Scheduled Script for Getting Network Status of E-Documents. Sending Email to Administrators for Accounts with more than 10

Administrators

The Electronic Invoicing SuiteApp now supports sending email messages on MR script execution and inbound web service error to more than 10 administrators when the Recipient of E-document Notifications field is blank. The email messages are sent in batches of 10 active administrators at a time. Electronic Invoicing SuiteApp Version 9.06.0 Avalara for E-invoicing Using NetSuite Electronic Business (NSEB) SuiteApp Starting Electronic Invoicing SuiteApp version 9.06.0, you can now use Avalara for e-Invoicing by installing the NetSuite Electronic Business (NSEB) SuiteApp at supported locations. For more information about NSEB, see the help topic NetSuite Electronic Business.

Converting Purchase Order E-document to Sales Order

Electronic Invoicing SuiteApp now supports sales order transactions as inbound transaction type. You can

use the following methods to create an inbound e-document with the sales order transaction type.

• Manual creation
• Using Rest Web Services
• Using Email Capture plug-in You can process a customer issued PEPPOL purchase order into an inbound NetSuite sales order. To help with the conversion, a sample sales order inbound e-document template mapping and a custom data source plug-in is provided.

Email Customization for Customers and Vendors

You can use the new Email Template list on the customer and vendor record to view the list of the email templates with their record types. The email template can be used in the e-document sending method plug-in implementation to use separate templates for customers and vendors.

Electronic Invoicing Support for Additional SuiteApps

The Electronic Invoicing SuiteApp version 9.06.0 is required to install the following SuiteApps:

• The Israel Electronic Invoicing SuiteApp supports compliance with the Israel Tax Authority’s latest requirements for continuous transaction control and e-invoicing.
• The Singapore PEPPOL-Ready e-Invoicing SuiteApp uses Electronic Invoicing SuiteApp as the main component for processing and exchanging electronic documents.

Transaction Response for Inbound E-document Record

You can create and send Acknowledged and Accepted transaction responses when receiving the inbound e-document. To use this feature, you must do the following:

• Check the Support Transaction Response box in the Subsidiary preference
• Assign e-document transaction response template
• Assign e-document transaction response sending method to the required subsidiaries

Transaction response is created or sent for the following:

• The Acknowledged transaction response is created when the inbound record or e-document is in the For Conversion status.
• The Accepted transaction response is created when the inbound record or e-document is converted successfully, and the created transaction is approved.
• The transaction responses are sent periodically by the Transaction Response Send MR script.

NetSuite Electronic Business Now Available

NetSuite Electronic Business SuiteApp (NSEB) version 1.0.0 is now available for installation as a managed

SuiteApp. You can install the NetSuite Electronic Business SuiteApp from the NetSuite SuiteApp

Marketplace. Before installing the SuiteApp, it must be provisioned by your NetSuite account manager.

NSEB SuiteApp provides the foundation for NetSuite users to configure and participate in global business

networks like Oracle Business Network (OBN) and PEPPOL. The SuiteApp provides global electronic invoicing solutions for country mandates worldwide, by partnering with Avalara. The NSEB SuiteApp version 1.0.0 introduces the following features:

• Enable NetSuite users to connect with potential trading partner
• Enable NetSuite to integrate electronically to all other member companies, both Oracle and external, on the Oracle Business Network.
• Enable NetSuite accounts to issue invoices compliant with electronic invoice registration and control regulations in the supported countries.
• Enable the participating NetSuite users to be linked to the PEPPOL network by partnering with Avalara, without the need to sign up for access points in each country. The following SuiteApps are required to install the NSEB SuiteApp to connect to OBN accounts, store user credentials, and establish document transfers between the SuiteApp and OBN:
• Israel Electronic Invoicing SuiteApp
• SuiteProcurement SuiteApp Note: You should not use NSEB SuiteApp in Sandbox and Testdrive accounts as the NESB feature is not supported these accounts. For more information about the NSEB SuiteApp, see the help topic NetSuite Electronic Business.

New Ship Central Capabilities

Note: Use of Ship Central Packing, Shipping, or both requires that you install the SuiteApps in the following order: 1) SCM Mobile and 2) NetSuite Ship Central. The new capabilities for Ship Central are targeted to be available by spring 2024.

Adding Insurance to Shipments

The new Add Shipping Insurance system rule enables you to include carrier insurance for shipments. On the app, you can enter the declared value of items and view the updated shipping cost, if any.

Adding Delivery Confirmation Through the App

The new Set delivery confirmation of shipments system rule enables you to choose a delivery confirmation type for each shipment. Shipping labels from carriers display the actual text or its acronym.

Viewing Package Codes for Packaging Selection

On the app, you can view the list of package codes from the carrier and change the packaging for

single-package shipments. In case a shipment for multi-package shipping contains a single order with one carton only, you can also change its package code. The estimated shipping cost reflects any rate adjustments based on your choice. You can set up this capability through the Allow package code updates system rule.

Shipping to Residences

Based on the Residential Address setting on order transactions, the app displays whether the

destination of your shipment is a residential address. It may also show any messages from the carrier regarding additional charges for residential deliveries. For more information, see the help topic Adding or Editing a New Address from a Transaction.

Ship Manifest Generation Through the App

From the app’s menu, you can generate and print shipping manifests provided by the carrier. You can print a manifest for each shipment that you process on the app.

Shop for Rates on the NetSuite UI

On the NetSuite UI, you can choose a different shipping rate or method from the list obtained through

your NetSuite ShipEngine account. If you use the Multiple Shipping Routes feature, you can make these changes for one or more order lines.

Shipping Preferences per Subsidiary

If you have multiple subsidiaries, you can now create and assign shipping preference records for each subsidiary. You can also set up one for each unique location within the same subsidiary. Support for FedEx Ground Collect with Third Party Billing rd The Shipping Preference page provides the new Enable 3 Party Billing for FedEx Ground Collect setting. It enables you to always ship packages that the carrier bills directly to the recipient when you use a FedEx Ground shipping method. It displays the Billed to third party tag for the estimated shipping cost and the Collect tag on shipping labels.

Saturday Delivery Preference

You can set the preference to include shipping methods or services that support Saturday delivery and add them to shipping items. On order transactions, you can enable Saturday delivery and select the appropriate shipping method. You can also select these shipping methods when you shop for rates. The app automatically adjusts shipping costs if carriers require additional fees for these deliveries. On the app, you can disable Saturday delivery for a shipment.

Disabling of Address Validation

The Address Validation shipping preference provides options to fully validate the address or not on the app. If you choose not to fully validate shipping addresses, you can continue shipping even if an address cannot be found from the carrier’s directory. It does not disable basic validation done by a carrier for the country, city, and postal code. For more information about these new capabilities, see the following topics:

• Ship Central Preferences
• Configuring Ship Central Rules NetSuite Pay Now Available View the NetSuite Pay New Feature Preview (Article available only in English).

NetSuite Pay SuiteApp version 1.0.0 is now available for installation as a managed SuiteApp. Before

installing the SuiteApp, it must be provisioned by your NetSuite account manager.

NetSuite Pay is an integrated payment processing solution designed specifically for businesses that use

NetSuite. Accept credit card payments online, over the phone, at the point of sale, or through another

digital payment method, all with PCI-compliant data security. NetSuite maintains a complete record of the full transaction lifecycle, giving you a 360-degree view of your customer transaction history and detailed audit tracking while maintaining the security of payment card data. For more information, see the help topic NetSuite Pay. SuitePeople SuiteApps Following are the 2024.1 SuitePeople enhancements to SuiteApps: Affordable Care Act (ACA) Reporting SuiteApp Help Videos

Added help videos to the following topics:

• Setting up the ACA Reporting SuiteApp
• ACA Pre-Filing
• ACA Filing Taxation SuiteApps

Following are the 2024.1 taxation enhancements to SuiteApps:

• Legacy Tax SuiteApps
  • End of Support for Germany GoBD in Tax Audit Files
  • International Tax Reports Issue Fixes
  • Withholding Tax Enhancements ▬ Creditable Withholding Tax Codes Update ▬ Philippines Withholding Tax Form 1601-EQ Update ▬ Philippine Withholding Tax Report Quarterly Alphalist Payees and Summary Alphalist of

Withholding Tax Update

• Withholding Tax Issue Fixes Legacy Tax SuiteApps

End of Support for Germany GoBD in Tax Audit Files

As of Tax Audit Files SuiteApp version 1.87.0 generating the Germany GoBD Data Extract (GoBD) will no longer be supported. You will not receive additional fixes or updates after the end of support. To continue generating the Germany GoBD, you must install the Germany Localization SuiteApp. For more information, see the help topic Installing the Germany Localization SuiteApp.

International Tax Reports Issue Fixes

tax code. Previously, the I-ZA tax code is not displayed because tax codes with zero tax amounts are excluded in the adjust return.

• The Tax Reports (International) page can now load over 4,000 tax periods.
• The following saved reports for Belgium and United Kingdom (UK) now rounds off the tax amount total and notional amount total to the nearest two decimal places:
  • Purchase By Tax Code (Detail)
  • Purchase By Tax Code (Summary)
  • Sales By Tax Code (Detail)
  • Sales By Tax Code (Summary) Previously, transaction amounts are rounded off per line before getting the total tax amount and notional amount. This behavior resulted to discrepancies between tax and notional amount totals in the saved reports and country VAT and its drilldown report. Withholding Tax Enhancements Tax Update

Creditable Withholding Tax Codes Update

Starting with Withholding Tax SuiteApp version 1.46.0, the following changes to the creditable withholding tax codes are automatically provisioned to newly created Philippines subsidiary or nexus:

Tax Old Tax Description New Tax Description Old Tax New Tax

Code Rate Rate

WC157 Income payments made by the Income payment made by NGAs, LGU, 2.00% —

government and government-owned & etc to its local/resident suppliers and controlled corporations (GOCCs) to of services other than those covered its local/resident suppliers of services by other rates of withholding tax - other than those covered by other rates Corporate of withholding tax - Corporate WC515 Commissions, rebates, discounts and Commissions, rebates, discounts 1.00% 5.00% other similar considerations paid/granted and other similar considerations to independent and/or exclusive sales paid/granted to independent and/or representatives and marketing agents exclusive sales representatives and and sub-agents of companies, including marketing agents and sub-agents multi-level marketing companies if gross of companies, including multi-level income for the current year did not marketing companies if gross income for exceed P720,000 - Corporate the current year did not exceed ₱ 3M -

Corporate

WC516 Commissions, rebates, discounts and Commissions, rebates, discounts 10.00% — other similar considerations paid/granted and other similar considerations to independent and/or exclusive sales paid/granted to independent and/or representatives and marketing agents exclusive sales representatives and and sub-agents of companies, including marketing agents and sub-agents multi-level marketing companies if gross of companies, including multi-level income exceeds P720,000 - Corporate marketing companies if gross income is more than ₱ 3M or VAT registered regardless of amount - Corporate

WC640 Income payments made by the Income payment made by NGAs, LGU, 1.00% —

government and government-owned and & etc to its local resident suppliers of controlled corporations (GOCCs) to its goods other than those covered by other local/resident suppliers of goods other rates of withholding tax - Corporate than those covered by other rates of withholding tax - Corporate WC650 On gross amount of refund given by — 25.00% 15.00% MERALCO to customers with active contracts as classified by MERALCO -

Corporate

WC651 On gross amount of refund given by — 32.00% 15.00% MERALCO to customers with terminated contracts as classified by MERALCO -

Corporate

WC663 On gross amount of interest on the — 20.00% 10.00% refund of meter deposit whether paid directly to the customers or applied

Tax Old Tax Description New Tax Description Old Tax New Tax

Code Rate Rate against customer’s billings of non- residential customers whose monthly electricity consumption exceeds 200 kwh as classified by other electric Distribution

Utilities (DU) - Corporate

WC710 Interest income derived from any other Interest income derived from any 20.00% 15.00%

debt instruments not within the coverage other debt instruments not within the of deposit substitutes and Revenue coverage of deposit substitutes and Regulations No. 14-2012 Revenue Regulations No. 14-2012 –

Corporate

WI120 Income payments to certain contractors - — 5.00% 2.00%

Individual

WI640 Income payments made by the Income payment made by NGAs, LGU, 1.00% —

government and government-owned and & etc to its local/resident suppliers of controlled corporations (GOCCs) to its goods other than those covered by other local/resident suppliers of goods other rates of withholding tax - Individual than those covered by other rates of withholding tax - Individual WI650 On gross amount of refund given by — 25.00% 15.00% MERALCO to customers with active contracts as classified by MERALCO -

Individual

WI651 On gross amount of refund given by — 32.00% 15.00% MERALCO to customers with terminated contracts as classified by MERALCO -

Individual

WI663 On gross amount of interest on the — 20.00% 10.00% refund of meter deposit whether paid directly to the customers or applied against customer’s billings of non- residential customers whose monthly electricity consumption exceeds 200 kwh as classified by other electric Distribution

Utilities (DU) - Individual

WI710 Interest income derived from any other Interest income derived from any 20.00% 15.00%

debt instruments not within the coverage other debt instruments not within the of deposit substitutes and Revenue coverage of deposit substitutes and Regulations No. 14-2012 Revenue Regulations No. 14-2012 -

Individual

A new tax code is also included in the latest version of the SuiteApp with the following tax code properties:

Tax Code Tax Description Tax Rate

WI110 Cinematographic film rentals and other payments to resident individuals and corporate 5.00% cinematographic film owners, lessors and distributors - Individual For existing accounts, make sure to match the tax codes and tax descriptions with Creditable Withholding

Tax Code Updates (SuiteAnswers ID: 1014856)

For more information, see the help topic Creditable Withholding Tax Codes - Philippines.

Philippines Withholding Tax Form 1601-EQ Update

The Philippine government has mandated changes in the Withholding Tax Form 1601-EQ in accordance changes to these lines:

Old Line Number New Line Number Description

— 24 Other Payments Made (please attach proof of payments – BIR

Form No. 0605)

24 25 Total Remittances Made (Sum of Items 20 to 24) 25 26 Tax Still Due/(Over-remittance) (Item 19 Less Item 25) 26 27 Add: Penalties 27 Surcharge 27 28 Interest 28 29 Compromise 29 30 Total Penalties (Sum of Items 27 to 29) 30 31 TOTAL AMOUNT STILL DUE/(Over-remittance) (Sum of Items 26 and 30) 31 32 Cash/Bank Debit Memo 32 33 Check 33 34 Tax Debit Memo 34 35 Others (specify below)

• Username and user ID of the person who generated the report
• Date and time of the report generation
• Software used to generate the report For more information, see the help topic Withholding Tax Reports - Philippines. Philippine Withholding Tax Report Quarterly Alphalist Payees and Summary Alphalist of Withholding Tax Update Summary Alphalist of Withholding Tax (SAWT) update.
• On the Withholding Tax Reports page, in the Reports field, the report name Monthly Alphalist of Payees (MAP) is changed to Quarterly Alphalist of Payees (QAP).
• When you generate a PDF or CSV file, the following information will appear 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
• QAP and SAWT reports now also display the first nine digits of the business’ tax registration number followed by three zeroes. For more information, see the help topic Withholding Tax Reports - Philippines. Withholding Tax Issue Fixes paid.
  • WH Tax Amount
  • Tax Withheld
  • Total Amount Previously, on the Accept Customer Payment page, these fields only show 0.00 when you check the Apply box on the Invoices subtab.
• On the Withholding Tax Reports page, the values in the vendor field now shows the vendor code beside the vendor name. This issue fix lets you distinguish vendors with similar names.
• The Tax Period field on the Withholding Tax Reports page for Forms 1601-E and 1601-EQ no longer displays duplicate periods. Previously, the tax period field lists periods of the same name when the Multiple Calendars feature is enabled.

Wholesale Distribution SuiteApps

This release note was updated March 11, 2024.

Following are the 2024.1 wholesale distribution enhancements to SuiteApps:

• Rebates and Trade Promotions Enhancements
• Permissions Update for Rebates and Trade Promotions Custom Records
• Rebates and Trade Promotions Installation Issue Fix
• Rebates and Trade Promotions Enhancements

Rebates and Trade Promotions Enhancements

You can now import multiple rebate agreements, agreement details, or rebate tiers data into NetSuite through CSV import for each supported record types. You can use the CSV template now included in the SuiteApp for each record type. Each template maps data to the same fields that are in NetSuite. Before you import any CSV data, make sure you create a rebate preference record for each rebate type in the Rebate Preferences page. For more information, see the help topic Adding Rebate Agreement Records Using CSV Import starting March 12, 2024.

• New Calculate Rebates at Real-time Preference The SuiteApp now has a Calculate Rebates at Real-time preference located in Setup > Company >

General Preferences, which is checked by default. The preference displays rebates when you enter an

item on the transaction line of a sales record. If the preference is not set, rebates are shown only after you save a sales transaction. Note that when processing large number of transactions, opting to display rebates in real-time may impact the SuiteApp’s performance and delay rebate displays by a few seconds. For more information. see the help topic Adding Rebate Agreement Records Using CSV Import starting March 12, 2024. Permissions Update for Rebates and Trade Promotions Custom

Records

The Rebates and Trade Promotions SuiteApp version 2.1.2 includes enhancements related to additional permissions required to access custom records. The additional permissions ensure that appropriate access levels are in place for custom records used by the SuiteApp. Administrators can assign the additional permissions and access levels to roles. For a complete list of the updated permissions for roles, see the help topic Rebates and Trade Promotions Roles and Permissions.

Rebates and Trade Promotions Installation Issue Fix

The Rebates and Trade Promotions SuiteApp version 2.1.1 now includes unique internal IDs for custom records. This update fixes the issue that occurs when you install Rebates and Trade Promotions SuiteApp that includes similar internal IDs used by other SuiteApps. In addition, change logs for rebate agreements will no longer appear on the Update History tab after the upgrade. Those changes can be viewed as part of the version history when you click the Rebate Agreement Detail ID link. For more information, see the help topic Rebates and Trade Promotions.

Rebates and Trade Promotions Enhancements

among multiple agreements from different payees or payers. Now, you can identify which agreement for each payer or payee contains the highest rebate amount when you view the applicable rebates for an item. The system groups the agreement details according to payee or payer and calculates the best deal within each group. The agreement detail with the best deal is marked as Yes under the Payer/Payee Best Deal column.

• Updated Payer/Payee field on the Rebate Agreement Record- When you select a payee or payer, the field now includes options to open a list and a Search function in addition to the dropdown list. You can use the popup List Search links to find the names from various customer or vendor entities. Updated Payer/Payee field on the Generate Settlement Page- When you generate a settlement, the dropdown list for the Payee or Payer field now displays only the entities with open settlements. The filtered list excludes options which do not require settlements or further actions. For more information, see the help topic Rebates and Trade Promotions.