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NetSuite Release 2024.2 - Release Preview
The Release Preview account enables you to become familiar with the new features in an upcoming release. You can verify that your existing business workflows function as expected before your production account is upgraded to the new NetSuite release. You can also use the Release Preview account to test and ensure your NetSuite account and any associated applications are not dependent on a specific data center to store data. The goal is to provide a smooth and seamless transition to a new release. By making this information available, and providing other needed guidance, you will avoid any major problems or surprises when you go live with the new version.
NetSuite Release 2024.2 - Pre-Release Tasks
As part of NetSuite’s commitment to continual product improvement, two software updates are scheduled for each year. This article contains important information regarding the Release Preview environment and how to prepare your account for the new release.
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Change the Font to Times New Roman Using the Advanced PDF/HTML Template
There is a requirement to use Times New Roman when printing transactions using the Advanced PDF/HTML Template.
Show the Internal ID and External ID of the Record in a Custom Field
The user needs to display the customer's Internal ID and External ID as fields on their customer forms.
Cannot Find the External ID on Chart of Accounts Record
The user is unable to locate the External ID of any Chart of Account.
Change the Default Font Format of Outgoing Case Message
The Message field in the Case record is a Rich Text Format field type. Users can change the appearance of the message in terms of Font and Font Size.
Display Items with Negative Stock (Quantity On Hand) and Send Monthly Email Alert
The user needs to set up a report/search that gets emailed once per month which displays all of the stock negatives at that time.
Use External Font on Advanced PDF/HTML Template
User wants use a different Font for their Invoices since the PDF Editor cannot edit PDF files with NotoSans font. User needs to download TTF files for the font they need add to the template. For example is the Arial font. User needs Arial, Arial Bold, Arial Italic, and Arial Italic Bold TTF files.
For Invoice Grouping Checkbox Is Greyed out on Sales Order
When a user is viewing a Sales Order, theFor Invoice Groupingcheckbox is greyed out and cannot be unchecked. TheInvoice Groupfeature is enabled in the account.
Next Bill/Bill Remaining Button Not Showing on Sales Order
Scenario
Solution
2. ClickEdit
3. Click onRefresh Items from Project
4. ClickSave
After the record loads, the Next Bill button should now appear on the Sales Order
Update Item Information on Sales Order Using Workflow
Scenario
Solution
- Navigate toCustomization>Workflow>Workflows>New
- Basic Information:
- Name:EnterName
Example: Auto Update Items - Record Type:SelectTransactions
- Sub Types:SelectSales Order
- Execute as Admin:EnterCheckmark
- Release Status:SelectReleased
- Name:EnterName
- Initiation:SelectEvent Based
- Event Definition:
- On Create:EnterCheckmark
- On View or Update:EnterCheckmark
- Trigger Type:Select-All-
- ClickSave
- ClickNew State
- ClickState 1
- Lower Right Corner:ClickNew Action
- ClickAdd Button
- Parameters:
- Label:EnterLabel
Example: Update Item - Save Record First:EnterCheckmark
- Label:EnterLabel
- ClickSave
- Double-clickState 1
- ClickTransitions
- ClickNew Transition
- Basic Information:
- To:SelectState 2
- Condition:
- Execute on Button:SelectUpdate Item
- ClickSave
- Double-clickState 2
- ClickNew Sublist Action
- Parameters:
- Sublist:SelectItems
- ClickSave
- ClickSublist Action Group
- ClickNew Action
- ClickSet Field Value
- Parameters:
- Field:SelectItem (Line)
- Value:SelectFrom Field
- Record (Join):SelectCurrent Record
- Field: SelectItem (Line)
- ClickSave
Create Open Sales Order Saved Search to Display Sales Order Internal ID
Although standard Open Sales Orders report can be customized, the option to add column specifically with Sales Order Internal ID is not available at the moment. As a workaround or alternate solution might serve a Saved Search which results would be identical to Open Sales Order Report with additional column with internal ID of the transaction.
Re-Bill Items from Purchase Order that were Previously Cancelled
Scenario
Solution
2. ClickItemstab
3. Remove the lines that have a cancelled Bill record
4.Re-input the items and other details
5. ClickRelated Recordstab
6.Item Receipt: ClickEditon the related Item Receipt
7. ClickAction
8. ClickDelete
Note:Retain the Item Receipt record for the correctly Billed item
9.Go back to the Purchase Order record and clickSave
10. ClickBill
Restrict Custom Role to Specific Custom Record Page Only
Userwants to restrict aRolefrom accessing other pages apart from a specificCustom Recordpage.
Show User Who Logged in Using at Least 2 Different IP Addresses in a Day Via Login Audit Trail
Scenario
Solution
- Navigate toLists>Search>Saved Searches>New
- New Saved Search:SelectLogin Audit Trail
- Search Title:EnterTitle
- Criteria:ClickSummary
- Summary Type:SelectCount
- Field:SelectIP Address
- IP Address:SelectGreater Than
- Value:Enter1
- ClickSet
- ClickAdd
- ClickStandard
- Filter:SelectDate
- Date:Selectwithin Today
- ClickSet
- ClickResults
- Field:SelectFormula (Date)
- Formula:EnterTO_DATE({date})
- ClickAdd
- ClickSave & Run
Business Activity Statement: Transaction Date
Customer wants to know if the Business Activity Statement is picking up Invoice Date or Invoice Posting Period.
Remove or Delete Bank Details on Electronic Bank Payments
There are two ways to disassociate a bank detail from the vendor record. You can either remove their link, or delete the bank detail record itself.
Saved Search and Report for Number of Resources Set for a Project
1. Create the Report:
Entering Shipping Details
Use the following procedure to enter shipping details. These fields are available only if you use Multiple Shipping Routes.
Create a Saved Search to show Bill Payment with the corresponding Bill and PO
If a user wants to track all Bill Payments created with the corresponding column for the Bill and Amount where this was applied, and down to the corresponding Purchase Orders, then the user can create this Saved Search:
Create Saved Search Showing the Number of Transactions Created per Vendor
Create a Transaction Saved Search that shows the number of Bills, Bill Payments and Purchase Order per Vendor.