Feature: Automated Cash Application

Description:

You can import bank lines that do not have matching customer payments in NetSuite. The Automated Cash Application feature lets you automatically generate a batch of missing general ledger customer payments in NetSuite and apply them to open invoices. If you receive a high volume of customer payments daily, this feature helps you apply them to open accounts receivable accounts in bulk.

Consideration for Testing:

  • Check bank lines that met the criteria are all considered
  • Lookout for matching rules to set up
  • Validate open invoice payment application

Feature: Expense Report Policies Available with Custom Approvals

Description:

You can now apply expense report policies when you submit an expense report with custom approvals. Expense reports can be in Open, Pending, Approve or Reject.

Consideration for Testing:

  • Check potential impact on existing approval workflows

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Feature: Improvements to Corporate Card Integrations

Description:

In NetSuite 2021.2, using corporate card integration, you can now do the following:

  • Pass additional fields from a credit card statement to the imported employee expense record. Previously, only a given set of American Express fields were accepted.
  • Using a custom SuiteScript code, import corporate card charges to an imported employee expenses record. The imported employee expense record is now fully exposed to SuiteScript.
  • Using custom plug-ins, import corporate card data from American Express, Visa, Mastercard, or other providers. Previously, only the American Express card was supported. Creating custom plug-ins was not available due to record limitations.

Consideration for Testing:

  • Check potential impact on existing integration setup

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Feature: Improvements to Corporate Card Integrations

Description:

You can now set up 401(k) retirement plans to automatically calculate employer matching based on your company’s policy.

Consideration for Testing:

  • Check accuracy of calculated amounts which are very critical for statutory purposes

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Feature: Custom Elective Deferral Limits and Automatic Catch-Up Calculation

Description:

You can enable the new Decrease Elective Deferral Limits and Automatically Calculate Catch-Up preference on the Set-Up Payroll page under the Preferences subtab.

Consideration for Testing:

  • Check accuracy of calculated amounts which are very critical for statutory purposes

Feature: SDF Support for Translation String Validation

Description:

As of NetSuite 2021.2, SDF supports two new types of validation for translation strings: length and uniqueness.

SDF validations are performed on translation strings linked to translatable fields, such as custom list names. These validations occur during installation of SuiteApps that include these translatable fields.

Consideration for Testing:

  • Confirm existing strings if validation conditions are met. If not, an error could occur.

Feature: Earliest Item Availability

Description:

The Supply Allocation Earliest Item Availability page computes item and location level availability information based on simulated allocations. The system then displays the computed availability date for each location to provide answers to item availability inquiries regarding future demand.

Earliest Item Availability is now compatible with Sales Channel Allocation. This improves the earliest availability accuracy by limiting the calculation to allocate supplies set aside for sales channels.

Consideration for Testing:

  • Check accuracy of calculated amounts

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Feature: Optimize Allocation for Gross Profit and Revenue

Description:

Supply Allocation Optimizing Fill Rate provides a new method for delivering short-term supply allocation

results, such as sales revenue or sales profitability. This new feature includes the following fields:

  • Using Revenue Optimization on Sales Order – The system allocates existing supply to maximize sales revenue.

Revenue is the income on the sales transaction after the product is sold (invoiced). Sales order line revenue is stored in the Amount field, in the transaction currency.

  • Using Gross Profit Optimization on Sales Order – The system allocates existing supply to maximize sales profits.

Gross profit is calculated on the sales order line and stored in the Est. Gross Profit field, in the transaction currency.

Consideration for Testing:

  • Check accuracy of calculated amounts

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Feature: Optimize Allocation for Gross Profit and Revenue

Description:

Supply Allocation Optimizing Fill Rate provides a new method for delivering short-term supply allocation

results, such as sales revenue or sales profitability. This new feature includes the following fields:

  • Using Revenue Optimization on Sales Order – The system allocates existing supply to maximize sales revenue.

Revenue is the income on the sales transaction after the product is sold (invoiced). Sales order line revenue is stored in the Amount field, in the transaction currency.

  • Using Gross Profit Optimization on Sales Order – The system allocates existing supply to maximize sales profits.

Gross profit is calculated on the sales order line and stored in the Est. Gross Profit field, in the transaction currency.

Consideration for Testing:

  • Check accuracy of calculated amounts

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Feature: Allocate Sales Orders

Description:

When supply allocation preferences are not set to immediate allocation after order entry, a new Allocate button appears on Sales Order forms. This new feature enables you to allocate sales orders in the correct order, after you enter data. This can help you to secure the allocation of some sales orders before running the Allocate Orders or Order Allocation Schedule processes.

Consideration for Testing:

  • Confirm if custom forms are not affected or if they need update
  • Check accuracy of calculated amounts

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Feature: Available Date Calculation Fill and Kill

Description:

The Allocation Strategy Available Date Calculation option supports “Fill and Kill” order management scenarios. This feature enables you to fulfill orders that need to be shipped immediately with whatever quantity is available and then the system closes it. 

Consideration for Testing:

  • Check accuracy of calculated amounts

Feature: Tally Scanning Updates and New System Rules

Description:

Warehouse Management provides new system rules, as follows:

  • Allow staging for assigned picker only – Enables you to restrict access to pick tasks for outbound staging. When you activate this rule, you prevent pickers from staging items associated with pick tasks that you do not assign to them. This rule applies to pick tasks that you manually or automatically assign to pickers or warehouse operators.
  • Print pick carton labels? – Lets you print labels for pick cartons from your mobile device. You can activate this rule if you enable Mobile Printing and pick cartons for single or multi-order picking.

Consideration for Testing:

  • Confirm if custom forms are not affected or if they need an update
  • Test if custom workflows are affected
  • Check accuracy of calculated amounts

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Feature: Work Order Picking Enhancement

Description:

Previously, when you selected lot or serial numbers in work orders, you could still view all the available numbers on your mobile device. In NetSuite 2021.2, only the preselected lot or serial numbers appear as options for selection on the device.

Consideration for Testing:

  • Check if impact of not being able to view all available lot/serial numbers

Feature: Delta Charges 

Description:

A new Global Invoicing Accounting preference is now available that gives you improved flexibility when you need to bill for changes to invoiced service periods. To set this preference, go to Setup > Accounting > Invoicing Preferences.

After you set this preference, if changes to invoiced service periods change what the customer owes, the system generates a Delta charge. The amount on a Delta charge is the difference (plus or minus) between the invoiced amount and the new amount for the service period. After the system generates the first Delta charge, you cannot turn off Delta Charges.

Consideration for Testing:

  • Consider impact on transaction records.
  • Feature cannot be turned off once first Delta charge is generated

Feature: Purchase to Project Now Available

Description:

Purchase to Project version 1.00.0 is now available for installation from the SuiteApp Marketplace as a public and managed SuiteApp. This SuiteApp lets project managers create and manage purchase transactions related to projects and project tasks. It provides a unified project purchasing experience with insight into project purchases and single-click creation of purchase orders from the project or project task.

Consideration for Testing:

  • Check if impact on existing project records
  • This feature is usually a customized functionality for existing customers

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Feature: SuiteApprovals Enhancements – Project-Based Approvals

Description:

With SuiteApprovals version 6.01, you can now perform project-based approvals. When you enable the Projects and Project Management features in your account, project managers can approve project-based records and documents.

  • Addition of Project Manager as an Approver Type – When creating an approval rule with a custom approval chain, you can select Project Manager from the Approver Type dropdown list. You do not need to select a specific project manager under the Approver column of the approval matrix.

When the approval rule is used, the SuiteApp automatically retrieves the name of the approving project manager from the Primary Information section of the project record. The reference project record is the one linked to the document for approval.

  • Supported Record Types for Project-Based Approvals – Project managers can approve purchase orders, expense reports, and vendor bills that are linked to projects.

Consideration for Testing:

  • Test impact on existing approval workflows

Feature: Cross-Subsidiary Requisitions

Description:

As of NetSuite 2021.2, the Centralized Purchasing and Billing feature enables you to consolidate requisitions entered from any subsidiary into a single centralized purchase order. Regardless of which subsidiary places the requisition or purchase order, Centralized Purchasing and Billing enables you to receive purchased goods and services in any subsidiary and location in your company. When you receive and pay for a purchase order in a different subsidiary, automatic cross-charges balance the ledger and intercompany accounts. Each target subsidiary receives their part of the centralized purchase order in the target location and generates their own receipt.

Consideration for Testing:

  • Check if impact on existing records
  • Test to see if custom forms are unaffected
  • Confirm impact on workflows and scripts attached to transaction records/entry forms