General Information
Version 2.13.0 was released on the 2nd of October and contains major enhancements and several bug fixes. Below you can find more information related to the changes introduced in the new version. We will update your live account automatically and the sandbox account can be updated from the customer's end at any given time.
Enhancements
SC-2959 Transfer AI logic to microservice
Further improvements have been made to the logic used to find the best match for subsidiary and vendor based on captured data. In case a match cannot be found based on purchase order number, exact match of the vendor name, tax registration number or self-learning fields, then AI logic is involved.
The infrastructure behind AI logic has been revamped so that AWS microservice is used to perform heavy computations to find the best match. Thanks to this change the vendor /subsidiary matching process will takes seconds instead of minutes. End users will no longer see bill to process records in Matching in Progress status waiting for the scheduled script to perform computing. This status has been completely eliminated, as calculations are now performed on the fly within seconds by microservice. For the end users it means that the time between sending PDF to NetSuite and getting it ready for processing will significantly decrease. The improvement will be noticeable for records where vendor master data are not sufficient to find a unique exact match for the vendor, therefore AI logic needs to be involved to provide the best match. The matching algorithm itself remains without changes. Due to implemented changes the processing times are improved.
SC-832 Option to make Purchase Order mandatory during processing of vendor bills
A new option has been added to make purchase order a required field during processing of vendor bills via ZoneCapture. The checkbox "Purchase Order Required" can now be found on the vendor record in ZoneCapture subtab, general settings.
When marked, ZoneCapture will provide notifications during processing of vendor bills in case purchase order is required, but it;s not selected.
Details how to use this new feature can be found here.
SC-3236 ZoneCapture Parser Mapping allows setup per subsidiary
ZoneCapture offers capturing of custom data from the PDF/ E-invoice that can be mapped to custom fields on the vendor bill/credit. So far mappings were available to be set per provider and per transaction type. Additional option has been introduced to limit mappings per subsidiary if necessary. That enhancement has been introduced to serve customers who want to capture very specific data and map it to different fields depending on the subsidiary.
SC-3238 Add general search in the Incoming Transactions to Be Processed
Incoming Transactions to Be Processed overview has been extended with a general search. That's a faster alternative to setting up filters that are available per field.
If very specific information needs to be found across all Incoming Transactions to Be Processed and across all available columns (e.g. certain invoice number, purchase order number or bill to process ID), general search can be used.
User can just start typing information to be found and values will be filtered out dynamically.
Please remove value from the search to get back to the full list of Incoming Transactions.
With an empty search, all records are visible:
With value specified in the search (e.g. "test vendor"), only records that contains this phrase in ANY column, are automatically displayed.
If the search is not available for you after upgrade to 2.13.0, we recommend to clear cache&cookies in the browser and log in to NetSuite again.
SC-3312 Extend vendor matching algorithm by field id = taxidnum
One of the steps in the vendor matching algorithm is comparing captured vendor's tax registration number from the PDF against master data on the vendor record in NetSuite. So far the logic was comparing only the value in the field ID = vatregnumber. The logic has been extended to also check field id = taxidnum, therefore more accurate results of vendor matching can be achieved if correct master data is in NetSuite.
SC-3358 Adjustments of columns in Audit Report
Additional column has been added to ZoneCapture Audit Report that contains the date when PDF has been received inside NetSuite so that it was ready for scanning by ZoneCapture. Therefore currently two columns with dates can be found in the Audit Report:
- scanned invoice date (date captured from the PDF or from E-invoice)
- date received (date when PDF/ E-invoice has been received by ZoneCapture in NetSuite)
SC-3371 Adjust Column Width for Custom Fields on Incoming Queue
In case the custom column is added to the Incoming Transactions and for some records it contains a lot of characters/numbers, the width of the column was extending excessively, causing Incoming overview very wide. The challange has been fixed, so that the custom columns are expanding only to certain width and when the limit is reached, the text is wrapped. Option to see more/less will be available to further expand the text.
Bug Fixes
SC-3311 Purchase Orders are not available for billing when received quantity is higher then ordered
Purchase Orders available for manual selection on the bill to process records were missing in case received quantity is higher then original purchase order quantity and at the same time already billed quantity was higher then original purchase order quantity. ZoneCapture was incorrectly treat such purchase orders as fully billed, while in native NetSuite they are still available for billing. ZoneCapture logic has been adjusted so that these POs available for billing according to native NetSuite are also available for billing via ZoneCapture.
SC-3317 Rejected Bill to Process records are not unlocked after from being edited by another user
The identified issue was related to the feature that blocks Incoming Transactions from editing by the user, when another user is editing it already at the same time. The rejected records (inactive bill to process records) were not getting unblocked, preventing users from activating them back if necessary. The issue is fixed now and rejected records are unblocked automatically when a certain user stops editing them.
SC-3340 Inline editing in the Incoming suggest incorrect field type
When using inline editing in Incoming Transactions to Be Processed for free-form text custom fields, in case all records have only numbers populated in this field, ZoneCapture was allowing to further enter only numbers. The field type was incorrectly suggested based on values entered so far in this field. The issue has been fixed and now free-form text field type is respected correctly.
SC-3349 Error in the script "S&C FF Transaction UE": ABORT_SEARCH_EXCEEDED_MAX_TIME
In NetSuite version 2024.2 for vendor bills related to specific vendors, users were experiencing missing recognition results due to the following error that occurred in the background in one of ZoneCapture scripts: ABORT_SEARCH_EXCEEDED_MAX_TIME. Upon further investigation the root cause of the issue is on native NetSuite side and defect is already raised with NetSuite Support Team, however due to the inconvenience experienced by our customers, additional workaround has been implemented on ZoneCapture side in 2.13.0 version to prevent the issue until NetSuite Support Team provides a fix.
SC-3411 Invalid Date blocks parsing of captured data
Due to invalid invoice date or due date captured on certain PDFs due to unusual formatting, users were experiencing the error Invalid Date (must be on or after 04/01/1601). The issue has been fixed, so that invalid captured date is not blocking processing of vendor bills.