The JCurve ERP edition of NetSuite is an exclusive small business edition available to JCurve Solutions customers. As such, not all NetSuite enhancements and features will be released to the JCurve ERP edition.
We’ve made it easy for our customers to see the applicable features and enhancements in the following 2019.1 release summary.
Opt In to Release Preview
NetSuite 2019.1 introduces a Release Preview opt-in model. Based on 2018.2 Release Preview usage, some customers will receive a Release Preview account by default. All other customers can request a Release Preview account using the new Release Preview page in your production account. For details about how administrators can opt in, see the help topic Requesting a Release Preview Account.
To opt-in to Release Preview:
From your production account, go to Setup > Company > Release Preview.
Click Request Release Preview.
Note: We suggest you change the colour theme of your Release Preview account. This will make it easy to tell when you are logged into your release preview account.
Mandatory 2FA Now Enforced for Integration Access to NetSuite
NetSuite began enforcing the mandatory two-factor authentication (2FA) requirement in all NetSuite accounts as of 2018.2. By default, the Administrator and other highly privileged roles are designated as 2FA required, and this requirement cannot be removed. Any standard or customized roles subject to the 2FA requirement are indicated in the Mandatory 2FA column on the Two-Factor Authentication Roles page.
Integrations that employ user credentials to access NetSuite may be subject to mandatory 2FA in the following situations:
■ NLAuth for RESTlets. For more information, see the help topic Using User Credentials for RESTlet Authentication.
■ SuiteTalk (web services) integrations that use the login operation. For more information, see the help topic login.
■ SuiteTalk (web services) integrations that use the passport element sent as Request Level Credentials (RLC). For more information, see the help topic Request-Level Credentials. Administration 12 ReleaseNotes_2019.1.0.pdf - Subject to Change
■ Inbound SSO integrations that use the mapSso operation. For more information, see the help topic mapSso. For more information, see the help topic Mandatory Two-Factor Authentication (2FA) for NetSuite Access.
New Analytics Portlet
A new Analytics Portlet enables you to view your chart-based workbook data at a glance on your home dashboard.
For more information about setting up this portlet, see New Analytics Portlet for SuiteAnalytics Workbook.
Enhancement to Personalize Dashboard Palette Navigation
This new design also optimizes the palette structure by reducing the maximum number of tabs on the left from five to three. The number of tabs on the left depends on the assigned role, permissions, and dashboard setup. By default, all users can see the following tabs:
■ Standard Content – Includes all available portlets except for the SuiteApps portlets.
■ Currently Used – Includes the portlets that are currently used on the dashboard. This tab enables you to remove the currently used portlets quickly.
In NetSuite 2019.1, you can now assign a group of resources to a project task at the same time. Resource groups enables you to create a group of resources to be assigned together to a single project task. For example, if you have a group of engineers that typically work on tasks together, you can create a resource group for those engineers. Then, when creating project tasks, you can assign the group to the task instead of each individual engineer. When assigning groups to a project task, you can choose to divide the estimated work evenly across the members of the resource group or you can assign each member the estimated work entered for the task. For more information, see the help topic Creating Resource Groups.
Project Management Improvements
In NetSuite 2019.1, you can now use the bulk task reassignment functionality without using the Resource Allocations feature. You can also pick the tasks for reassignment directly in the pop up window. You can now change the customer on an existing project if the project does not have any associated transactions. In View mode, click the Customer Change button. You can select a new customer in the popup window and decide to recalculate rates based on the new customer’s defined rates. When changing a project’s customer, you can only choose customers that support the same currency and subsidiary as the original customer. When creating projects from sales transactions, opportunities and estimates are now available to generate projects.
Important: A new permission, Create Projects from Sales Transactions, is required to create projects from sales transactions. Roles with this new permission can create projects from sales transactions using templates without requiring the individual permissions for each project element. Previously, no specific permission was available for generating projects from sales transactions. The individual permissions for each project element were required. You must review any standard and custom roles that need the ability to create projects from sales transactions. Add the Create Projects from Sales Transactions permission to any role you want to be able to create projects in bulk
Item Record Management
Commerce Categories on the Item Record
This release brings important Commerce Category information and reporting to item records. You can now see a list of all the Commerce Categories an item is assigned to on the Item Record. This information is located on the Web Store subtab of the Commerce Categories subtab. The following information is listed for each category:
■ Commerce Catalog
■ Commerce Category
■ Primary Category Assignment Yes/No
■ Inactive Category Yes/No
■ Category Start Date and Time
■ Category End Date and Time
The Item Record search now also lets you include Commerce Category information in the item list and filter the list based on Commerce Categories. You can also create item saved searches with Commerce Category information results and criteria. Fields available for search include the following:
■ Commerce Catalog
■ Commerce Category
■ Commerce Category End Date
■ Commerce Category Is Inactive Yes/No
■ Commerce Category is Primary Yes/No
■ Commerce Category Name
■ Commerce Category Start Date
See the help topic View Commerce Category Assignments for Items for more information.
Item Record Management
CSV Import of Item Location Configuration
Previously, when using the Advanced Item Location Configuration feature, item location attributes had to be set or updated individually and manually for each location. Now, item location attributes can be set or updated using the CSV import process. Item location attributes may need to be added when a new location is added. If an item has a new vendor lead time, that update may need to be made across locations. Now, you can make these changes more easily by mass updates using CSV Import. To import CSV records for Item Location Configuration, use the CSV import assistant at Setup > Import/ Export > Import CSV Records. You can still manually update individual items and location attributes, if needed.
Fulfill and Receive Service Items
As of NetSuite 2019.1, when you use the Projects feature, the following is now true:
■ You can create a non-inventory item regardless of whether the Can Be Fulfilled/Received box is checked.
■ You can create a service item regardless of whether the Can Be Fulfilled/Received box is cleared. ■ You can edit non-inventory and service items and clear the Can Be Fulfilled/Received box, if checked.
■ You can edit service items, but you cannot check the Can Be Fulfilled/Received box, if cleared.
■ You can edit non-inventory items, and you can check the Can Be Fulfilled/Received box, if cleared.
Inventory Costing Enhancements
When using the Inventory feature, the following enhancements have been made for managing inventory costing.
■ Allow Inventory Transactions Dated Outside the Posting Period
To ensure your employees adhere to required accounting practices, set the preference that prevents setting a transaction date that is outside the correct posting period. Set the Allow Inventory Transactions Dated Outside the Posting Period preference at Setup > Accounting > Accounting Preferences.
■ Deleting a Standard Cost Item
When you use the Standard Costing feature, administrators now receive a warning message when deleting an item that has a standard cost, either active or historical. This is done to help preserve the integrity of the data used to evaluate items' inventory costs. For example, this happens when the unit cost of an item is found in inventory revaluation transactions and not on item records. Before you can delete such an item, you must first delete the standard cost on the inventory revaluation transaction. The warning message displays a link to the revaluation transaction that includes the standard cost.
New Item Record Communications Subtab
The instalments feature allows to pay for goods or services over instalment terms. Instalment payments can be split evenly or have different payment amounts for each instalment. The first instalment payment includes all taxes associated with the purchase.
Instalments are created on the term record. Check the Instalment box on the term record to create the instalment terms. When the Instalment box is checked, you can only edit the fields associated with instalments. All other fields are unavailable.
The Instalment Payments release note is located in the Vendors, Purchasing, and Receiving section. To view the Instalment Payments release note, see Instalment Payments.
Payments Previously, each vendor bill identified a transaction date, a single amount, and a single due date. As of NetSuite 2019.1, using the Instalments feature, the total amount for a vendor bill can be divided into several parts to be paid in instalments. Each individual instalment payment can have a distinct due date. For example, a vendor bill total is $120. This total can be broken into three installments of $40 each, as follows:
■ Installment 1 – Total due = $40, Due Date is October 30
■ Installment 2 – Total due = $40, Due Date is November 30
■ Installment 3 – Total due = $40, Due Date is December 30
Previously, the due date was used only for calculating how much of the balance was overdue and for calculating finance charges on late payments. Now, aging is based on the due date, not the transaction date. Single or multiple payments can be made either before or after the due date. The vendor bill posts to the Accounts Payable account on the payment transaction date, but, now you can pay amounts on different due dates as determined by the defined instalment terms.
Enable the Instalments feature at Setup > Enable features > Click the Accounting subtab, check the Installments box, and then click Save.
Inbound Shipment Management
NetSuite 2019.1 updates the Inbound Shipment Add PO Items form to include user interface enhancements. SuiteApps (Bundles) Released by NetSuite 88 ReleaseNotes_2019.1.0.pdf - Subject to Change Collapsible headers enable you to better manage screen space by hiding or displaying some or all selected PO Items.
Sandbox Domain Deprecation
The sandbox domain will no longer be accessible as of February 28, 2019. You must refresh your sandbox accounts residing on the sandbox domain (system.sandbox.netsuite.com) before this date so that they will move to the NetSuite domain (system.netsuite.com). If you do not refresh your sandbox, you will lose access to sandbox accounts on the sandbox domain on February 28th, 2019. For more information, see the help topic Sandbox Pre-transition Checklist.
Core Administration Permissions Feature
The Core Administration Permissions feature has been introduced in 2019.1 to reduce the need to use the standard administrator role. You can use the Core Administration Permissions feature to customize a role to behave like the administrator role, while also restricting access to areas of NetSuite. For example, you can create a role for an IT administrator and assign the access the role needs, but limit the role’s access to sensitive employee information.
Important: When you assign the Core Administration Permissions feature to a role, the role automatically becomes a mandatory two-factor authentication (2FA) role. For more information, see the help topic Permissions Requiring Two-Factor Authentication (2FA).
Before you can assign Core Administration Permissions, you must enable the feature. To enable the Core Administration Permissions feature, go to Setup > Company > Setup Tasks > Enable Features. On the Company subtab, under Access, check the Core Administration Permissions box. You can assign Core Administration Permissions to any role, and then configure the role to restrict access to areas of NetSuite. To grant access to other parts of NetSuite, assign the appropriate permissions to the customized role. To assign Core Administration Permissions, go to Setup > Users/Roles > User Management > Manage Roles. Next to a role, click Customize. Check the Core Administration Permissions box. To save your changes, click Save.
For more information, see the help topic Core Administration Permissions Feature.
Plan to Deprecate the Full Access Role
As of 2019.1, the following changes have been made to the Full Access role:
■ The Full Access role has been renamed to Full Access (deprecated).
■ You cannot assign the Full Access role to new users.
■ When users log in with the Full Access role, they see a notification indicating that the Full Access role is being deprecated.
■ A new permission called Core Administration Permissions is available. This permission provides access to some of the same functions that are currently available to users with the Full Access role. You may be able to use Core Administration Permissions as an alternative to the Full Access role. Administration 14 ReleaseNotes_2019.1.0.pdf - Subject to Change You should review the users in your account to whom the Full Access role is assigned. Determine which users need the Full Access role for their job functions and consider the following:
■ If any users do not need the Full Access role, assign them another role and encourage them to start using it as soon as possible.
■ For users who do require this role, analyze their needs to determine the access granted by this role that is not available through a different role. Develop a strategy to configure the desired access for these users by assigning them a different role or additional global permissions.
For more information, see the help topics Customizing or Creating NetSuite Roles and Core Administration Permissions Feature
Account-Specific Domains in NetSuite
A new feature, account-specific domains in the NetSuite UI, will be rolling out in the first half of 2019. This feature will be activated on an account-by-account basis, and account administrators will be notified in advance when the feature will be activated in their accounts. The feature will first become available in sandboxes and 2019.1 Release Preview accounts. Then the feature will be activated in production accounts.
The new account-specific domain is in the following format:
Users will still log in to NetSuite from system.netsuite.com. As soon as authentication completes, users are automatically redirected to their account-specific domain.
Users may notice that the URL in the browser looks different and that the URL contains the account-specific domain. For example, if the account ID was 123456, the domain would be 123456.app.netsuite.com. The URL for the home page (the dashboard), for example, would be https://123456.app.netsuite.com/app/center/card.nl?sc=-29&whence=.
The accountID.app.netsuite.com domain provides a big advantage. Because the account ID is part of the domain, users can have active sessions in different accounts on the same domain, at the same time, with the same browser. Every account (production, sandbox, Release Preview, and other special purpose NetSuite accounts) has a unique account ID. See the following procedure for instructions on how to start and maintain two active sessions in different accounts.
Adjustment-Only Secondary Books
NetSuite 2019.1 offers you the ability to post book-specific adjustments to a secondary, adjustmentonly book at closing. Adjustment-only books differ from standard secondary books in that they do not duplicate the data in the primary book. Instead, adjustments to data from the primary book are made in the adjustment book. You can display financial reports on the data from both the primary book and adjustment book in reports and searches.
Adjustment-only books can be used to comply with different accounting standards across multiple jurisdictions. They are also useful when the only requirement is to post adjustments by book-specific journal entries. You can create multiple adjustment books for a single base accounting book, and adjustment-only books do not count against the accounting book limit.
Note: Adjustment-only books do not support using different base currencies in different books or books with different revenue recognition rules. Use a standard secondary accounting book setup for these cases.
To use this feature, you must use NetSuite OneWorld and have the Multi-Book Accounting feature enabled. Then, when setting up a new accounting book, check the new Adjustment Only box on the accounting book record to make it an adjustment-only book. When created, standard transactions post only to the primary book, and adjustments are made in the adjustment-only book using book-specific journal entries. Reports generated for the adjustment-only book automatically include data from the primary book. For more information, see the help topic Adjustment-Only Books Overview.
Budgets for Secondary Accounting Books
In NetSuite 2019.1, you can now create and report on budgets and set independent budget exchange rates for secondary books. A new list called Accounting Book has been added to the budget record to select the book for which the budget is to be created. With this option you can compare your secondary book data with budget values. It is particularly useful if you create budgets in a secondary book base currency. As with budgets for primary books, you can import budget data from CSV files. Budgets for secondary books are included in the following budget reports:
■ Budget Income Statement
■ Budget Income Statement Detail
■ Budget vs. Actual
Secondary book budgets can be used with or without the Multiple Budget feature. In both cases, you can create secondary book budgets with global budget categories if the secondary books can be consolidated and include the parent subsidiary. If you do not have the Multiple Budgets feature, budgets for secondary books are treated as global budgets by default. With the Multiple Budgets feature enabled, you can create budgets with local budget categories without any restrictions. Secondary budgets are also copied when you copy budgets at Transactions > Financial > Copy Budgets. To use this feature, you must use NetSuite OneWorld and the Multi-Book Accounting feature enabled. For more information, see the help topic Budgets for Secondary Accounting Books Overview.
Advanced Revenue Management Enhancements
Advanced Revenue Management includes two enhancements in 2019.1:
■ The functions available for fair value formulas have been restricted to those that are appropriate for use with fair value calculations.
■ A new filter has been added to the Update Revenue Arrangement and Revenue Plans page for those who use Multi-Book Accounting with Advanced Revenue Management. When you do manual updates, the Accounting Book filter enables you to filter your submissions by accounting book, as well as by date range. The Accounting Book filter applies to the update processes for revenue elements, revenue arrangements, and revenue recognition plans.
We also encourage you to complete the recommended NetSuite pre-release tasks.