General Information
Version 2.15.0 was released on the 18th of February 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-3239 Option to customize values in Purchase Orders dropdown on Bill to Process
ZoneCapture Bill to Process record contains a dropdown with purchase orders available for matching for the certain subsidiary and vendor. By default the dropdown contains purchase order number (field id = tranid), purchase order creation date and purchase order amount with currency. The enhancement has been provided in 2.15.0 version so that it's possible to customize this view and add more fields if needed. This feature has been developed to serve better potential customizations customers might have on purchase order record therefore standard fields are not sufficient to select correct purchase order.
In order to extend the view with additional information, ZoneCapture Main Configuration needs to be adjusted.
After marking the checkbox Enable Purchase Orders Dropdown Customization, the new field will pop up called Fields to be displayed in Purchase Orders Dropdown. Additional field ID(s) should be listed there.
Please note that currently List/Record field types are not supported in this feature.
Purchase Orders dropdown can be extended with free-form text fields.
Detailed guide of this feature can be found here.
SC-3325 Transaction Line Defaulting - add lines to PO-related bills when 3-way matching is disabled
ZoneCapture version 2.11.0 extended Transaction Line Defaulting Rules to be able to add selected captured lines as standalone lines on purchase order related vendor bills. However this feature was working only if 3-way matching feature is enabled in ZoneCapture. Version 2.15.0 is now adding a support for this type of Transaction Line Defaulting Rule also in case 3-way matching is not enabled.
SC-3365 Include 'Created From' field for Credit Memos in the e-invoicing flow
ZoneCapture provides an option to send e-invoices directly from NetSuite via e-invoicing network. The enhancement has been added to the flow for Credit Memos to support "Created From" field. For Credit Memo with "Created From" populated, ZoneCapture now includes original invoice number in the e-invoice so that E-invoicing provider can pass this information as InvoiceDocumentReference in the e-invoice XML.
SC-3415 Add a warning banner when bill to process record is not active
Users have an option to reject a bill to process record that they do not want to further process. Rejecting of the record is marking it as inactive and moving it to "Inactivated records" search. However it was not always clear when editing a particular record, that it has been already rejected. The notification banner has been added to the record in edit mode to make sure end user is fully aware that the record has been already rejected. The record can be marked as active again by clicking "Activate" button in the Incoming search with inactivated records.
SC-3792 Store the final vendor matching reason on the bill to process record
To improve the reporting of vendor matching quality, the new field has been added on the bill to process record that is called Vendor Matching Reason that will contain concise note based on which criteria the vendor has been matched. This field can be exposed in the saved searches built based on bill to process record for reporting and analytics purposes.
SC-3807 Include more GL account types in ZoneCapture Main Configuration Lines default GL account
The filter on the field "Lines Default GL Account" in ZoneCapture Main Configuration has been removed to allow selecting GL account regardless of GL account type.
SC-3812 Remove dependency on map/reduce script for vendor matching based on bank details and perform dynamic matching
One of the vendor matching algorithm steps is to match captured IBAN against vendor bank details in NetSuite vendor master data. So far to be able to execute this logic ZoneCapture was relying on map/reduce script FF SC Update Bank Details for Vendors that was copying over bank details from NetSuite records into ZoneCapture fields. The dependency on this script has been removed and the logic has been rebuilt to be able to reach bank details dynamically directly from Bank Payment Details record what is more efficient and robust. At the same time the script FF SC Update Bank Details for Vendors has been set to Unscheduled. In the next releases the script will be removed completely as it's not needed anymore.
Bug Fixes
SC-3406 Error when processing bills with multiple Purchase Orders then switching Custom Forms
The issue has been identified for vendor bills connected to multiple purchase orders when after loading the page the end user manually changes the custom form. That was resulting in the error message "error.SuiteScriptError","name":"SSS_INVALID_SRCH_OPERATOR". The issue has been fixed in this release.
SC-3657 Incorrect Purchase Order status shown in the Incoming for fully billed, but not received PO
Incoming Transactions to be processed list was displaying incorrect purchase order status for a use case when Bill in advance of receipt feature is enabled and at the same time connected purchase order is fully billed, but not yet received. Such purchase order are not billable anymore, therefore instead of showing status "Ready for Processing" ZoneCapture now shows the status "Fully Billed".
SC-3822 Remove dependency on the legacy record EFF_NSP2P - XML2NS Request
There was an existing dependency on the legacy record called EFF_NSP2P - XML2NS Request. Users without permission to this specific record were not able to load ZoneCapture portlet. As this record has been depreciated, the dependency has been removed, meaning end users do not need permission to this record anymore to correctly load ZC portlet.
SC-3864 Improve the logic when saving 3 way matching pop-up with >100 lines
The issue has been reported for submitting of 3-way matching pop-up that contains >100 purchase order lines and a lot of manual changes has been executed. In this scenario some users were experiencing an unresponsive page error. The logic has been improved to protect the submission of the pop-up from long loading times causing browser page to become unresponsive.
SC-3889 Autoprocessing of PO-related bills with Line Level validation rule #1 is failing
Autoprocessing of purchase order related vendor bills was not working correctly in the scenario when legacy purchase order validation rule #1 (matching based on total amount) is used. In use case when autoprocessing was expected to succeed, it was failing. The issue has been fixed so that rule #1 is correctly executed during autoprocessing of PO-related vendor bills.
SC-3890 ZoneCapture Incoming list is not loading on accounts with high number of purchase orders (>1million)
ZoneCapture Incoming Purchase Transactions to be processed list was not loading correctly on high volume account with > 1 million purchase orders. The logic has been improved so that high volume of purchase orders is not blocking loading of the Incoming list.
SC-3895 Delivered E-invoices stuck in "In Transit" status in NetSuite
The issue has been identified in synchronizing statuses of sent e-invoices between e-invoicing operator and NetSuite in case the status "TransferToPayment" or "Paid" has been used by the receiver of the e-invoice. Handling for these statuses has been added to ZoneCapture so that they are reflected correctly in NetSuite and do not block flow of e-invoicing notifications.
SC-3903 Tax Code is not sourced correctly from purchase order to the vendor bill
The incorrect tax code on vendor bill lines has been identified in the scenario when the tax code on the purchase order line is different then the default tax code set on the item definition. In this scenario ZoneCapture was setting tax code sourced from the item definition, not from the purchase order. The logic has been improved, so that purchase order related vendor bills has the same tax code set on lines as purchase order lines.