April 16, 2016

Overview

• Chapter Records – Visually map all fields.
• Chapter Record Filters – Set filters as part of the record configuration
• Chapter Settings – Set chapter preferences as part of the chapter configuration
• Chapter Information – View important chapter information from the Tips button
• Pullback Mappings – Visually map fields values to be pulled back during the integration
• Mapping Rules – Set rules to define complex mappings

Details

• Reports, including dashboard report portlets
• Outline and Gantt Views, including new Task-level booking QuickViews
• Resource Planner
• Resource Demand Request (RDR)

• To set the Account-wide popup delay: navigate to Administration > Global Settings > Display > Interface: Display > Display options > QuickView popup activation delay
• To set the User-level popup delay: navigate to Personal settings > Display options > QuickView popup activation delay
• To disable QuickViews at the User-level: navigate to Personal settings > Display options > Disable QuickView

• Pending recognition transactions
• Recognition transactions

• Profitability – the default profitability set in the project budget form
• Billing rate – cost rate times profitability
• Expected billing – the billing rate times the total hours divided by the quantity

• View billing project budget
• View and modify billing project budgets

• Managers
• Project Stages
• Selected Projects
• Active Projects
• Inactive Projects

• CSV formatted file
• HTML formatted file
• PDF formatted file

• If no transactions have been created for the past 120 days, and the auto-run alert was set to run either every day, on the 1^st and 15^th of every month, or on the 15^th and last day of the month, the auto-run alert is rescheduled to run only once per month.
• If no transactions have been created for 400 days, the auto-run alert is deactivated.

• approved hours are used to calculate actual revenue recognition
• worked hours are used in revenue recognition projection calculations

• the past up to and including a set pivot date
• all time after the pivot date

• Editor Theme – choose from a variety of color schemes for the script editor.
• Indent Unit – select whether an indent unit is a space or a tab in the script editor.
• Font Size – select the size of the text font in the script editor.
• Tab Size – set how many spaces a tab uses in the script editor.

• Start a Search – Ctrl+F / Cmd+F
• Find Next – Ctrl+G / Cmd+G
• Find Previous – Shift+Ctrl+G / Shift+Cmd+G
• Replace – Shift+Ctrl+F / Cmd+Option+F
• Replace All – Shift+Ctrl+R / Shift+Cmd+Option+F

• Line – enter the line to move the cursor to. For example, entering 25 in the input field moves the cursor to line 25.
• Line:column - enter both the line and column and to move the cursor to. For example: 25:9 moves the cursor to line 25, column 9.
• +/-Line – enter how many lines to move your cursor. For example, if the cursor is at line 5, and you enter +5 into the Jump to Line field, the cursor moves to line 10.
• Scroll% - enter a percent to move the cursor in the document to that location. For example, entering 50% in the Jump to Line field moves the cursor 50%, to the middle of the script. Add + or – to the percentage to move forward or backward. For example, if the cursor is at the end of the script, -50% moves the cursor backwards to the middle of the script.

• View Scripting Center - allows you to access and view the Scripting Center by navigating to Administration > Scripting Center.
• Create script - allows you to create a new script.
• Change script log level - allows you to set what types of information to log.
• View script in Scripting Studio - allows you to view a script in the Scripting Studio.
• View and modify script in Scripting Studio - allows you to view a script and make changes to it in the Scripting Studio.
• Enable script testing - allows you to move a script to “In testing” status.
• Upload script revision code – allows you to upload new code revisions after a script has been deployed
• Disable script testing - allows you to move an “In testing” script to Inactive status.
• Discard script changes - allows you to discard any script changes made since the last save.
• Deploy new script - allows you to save a new script and move it to Active status.
• Deploy script changes - allows you to save changes to an “In testing” script and move it to Active status.
• Undeploy script - allows you to move an Active script to “In testing” status.
• Delete script - allows you to delete a script.
• Set form script “Execute As Employee” – set a user for script deployment when running a script under another user.
• Run schedule script test code – allows you to run schedule script test code in either “In testing” or “Active: revising” states.
• Run schedule script code – allows you to run currently deployed script code.
• Cancel schedule script queued runs – allows you to cancel any previously-scheduled runs waiting for processing in the queue.
• View script parameters – allows you to access the script parameters tab.
• View and modify script parameters – allows you to view, create, and modify script parameters.
• Set script parameter value – allows you to use the “Set” link for the script parameter value.
• View solutions - allows you to view solutions, but not edit them.
• View and modify solutions – allows you to view, create, and modify solutions.
• Export solution - allows you to export a solution based on a particular script deployment.
• Upload solution - allows you to upload a solution XML file.
• Download solution - allows you to download a solution XML file which was uploaded.
• Apply solution - allows you to create all objects specified in a solution and create a log file.
• Delete solution - allows you to delete a solution, all of its history, and logs.

Custom Field Creation

Solutions can now create custom fields when applied to a target account. The custom field details are included in a solution file, and are created automatically when the solution is applied.

Note: We recommend using the new In-line Multiple Selection Interface picker with the Scripting Studio. To enable it, navigate to User Center > Personal settings > Display Options > Display Options and select the Use in-line multiple selection interface checkbox.



Platform Solutions Links

Scripts and parameters show the solutions they are included within. A solution column now appears on the "Form" and "Scheduled" screens and displays which scripts are contained in a solution. One script can be used in many solutions. Deleting a script removes it from the solution.



New Solution Form

Create solutions from the global Create button and select Create solution. Select the scripts to include and any additional parameters or custom fields. Solutions are built from existing active scripts.

Once a solution has been created, you can edit it by clicking the link in the Solution column in the Solutions list.

To export a solution's files, click the status dropdown for a solution in the Status column on the Solutions list, and select Export.



Platform Solutions Documentation

Solutions can be directly linked to workspace documents or external URLs. Use the documentation to describe the solution. You can also set the link name to describe the documentation link. Once the link is created, click the link in the Documentation url column in the Solutions tab to open the document.



Submit & Reject Invoices

Use the API to submit and reject invoices. Submit for invoices is available in both the SOAP and XML APIs. Reject for invoices is only available in the XML API.

Unapprove Event

Create scripts which are triggered when the following are unapproved:

• Timesheets
• Schedule Requests
• Booking Requests
• Bookings
• Purchase Requests
• Purchase Orders
• Envelopes
• Invoices

The format to use for when an “unapprove” argument is passed is:

function main(type) {
    if (type == ‘unapprove') {
        // custom unapprove actions
    }
}

Note: To enable this feature, contact NetSuite OpenAir Support and request the Enable user scripts to use an unapproval context in the after approval event switch.



Logging Defaults

The default Log severity level has been changed from “Info” to “Error” for deployed scripts. This change reduces the unintentional creation of large log files. Administrators can change this level at any time.

Scripts which haven't been deployed continue to log ALL messages. In addition, “Fatal” and system generated messages are always logged.

Connector API

Create custom real-time NetSuite/OpenAir integrations using scripts for the following objects:

• Invoices
• Expense Reports
• Project Information
• Task Information
• Timesheets

The integrateAllNow() function is equivalent to clicking the Run button on the integration form, can only be called for a “Scheduled” script, and allows 1 call per script. The integrateRecord() function is equivalent to clicking the Export/Send link in the Tips menu for the selected record, can only be called for a “Form” script, and allows 1 call per script.

Scripting uses the same logic as the Export/Send links in the Tips menu to control access.

Note: To enable multi-threading support in OpenAir, contact OpenAir Support and request the Enable multi-threading support feature. To be used with SuiteCloud Plus.

Important: It is necessary to have an active NetSuite SuiteCloud Plus license which allows up to ten multiple web services threads.

NetSuite Connector Devices

Visual Mapping Enhancements

The visual mapping interface helps you match NetSuite fields to OpenAir fields, with a clear indication of direction of information flow. Easily add new chapters and fields to your mapping.

The UI contains the following features:

• Chapter Settings – View and change settings for each chapter by clicking the Settings link.
• Chapter Information – View important chapter information from the Tips button. With new integrations or when you have new custom fields, you can sync them by clicking “Synchronize NetSuite custom fields”. From the Tips menu, you can also show relevant old advanced mappings.
• Chapter Record Filters – Click the “Filters” link on a chapter to apply a filter to the record. When a filter is set, the “Filters” link appears bold. Filters use existing notation.
• Chapter Records – Set all related mappings for a chapter by pointing and clicking. Most chapter records have their own filters, with full support for old UI filters. A continuation list (…) appears when space is limited.
• Pullback Mappings – Visually map pull-back fields. Click the “Pullback row” button to add a pullback row. An orange arrow icon identifies a pullback row. Pullback rows are mapped like standard mappings, and are used to define values to be pulled back when a record is created.
• Mapping Rules – Set rules at the field level to define complex mappings. To set mapping rules, click the Rules icon. The first line of the rule shows in the field. Mapping rules use existing notation.
  Note: Mapping Rules comments are not exported in this version.

IMPORTANT: Although the integration engine has not changed, the mapping front end has. To transition to the new UI:

1. Export your settings from the old UI.
2. Request the “Enable” the new NetSuite integration UI" switch from Support.
3. Import your settings from the Tips button while in the NetSuite integration screen.
4. If you are exporting from one account to another account, reapply the custom imports and exchange rate integrations under Administration > Global Settings > Integration:NetSuite > [Tips button] > NetSuite Integration Admin > Custom imports and Exchange rate integration.
5. Verify that your integration works as expected.

Real-Time Sync to OpenAir on Saving NetSuite Records

Integrate NetSuite records directly to OpenAir as soon as the NetSuite record is saved.

You can set the following record types to update as soon as a change is saved:

• Case
• Credit Memo
• Customer
• Customer Payment
• Deposit Application
• Employee
• Expense Category
• Lead
• OpenAir Cost Center
• OpenAir Project Rate Card
• Project
• Project Task
• Prospect
• Purchase Order
• Sales Order
• Service
• Vendor
• Vendor Bill
• Vendor Payment

Note: To use this feature in real-time, the Multi-threading support feature is required. Otherwise, requests will be queued.

Real-Time Sync to NetSuite on Approval for OpenAir Timesheets, Expense Reports and Invoices

Integrate OpenAir Timesheets, Expense Reports and Invoices directly to NetSuite as soon as they are approved.

Note: This feature requires the multi-threading support feature.



Role Permissions

Create roles with specific Integration permissions to grant privileges to selected users. Integration role permissions allow you to set up precise integration roles or to delegate integration privileges and responsibilities.



Import/Export Settings

Save and load your configuration settings to archive versions and transfer settings between accounts. Settings are exported as a JSON file which can be used to transfer settings between accounts, to archive settings, or to migrate settings to the new UI.

Note: Solutions documentation links do not get saved to the solution file.

The new form supports both importing and exporting of settings. The old form only supports exporting of settings.

Note: The Export and Import of integration settings is only available to administrators.



OpenAir Project Percent Complete in Advanced Revenue Management

Integrate OpenAir project percent complete to NetSuite to be used for percent-complete revenue recognition in the NetSuite Advanced Revenue Management feature.

Credit Memo

Create credit memos in NetSuite by integrating negative invoices from OpenAir. When you create a negative invoice in OpenAir and run the integration, a credit memo is created in NetSuite to credit the original invoice.



Credit / Rebill

Use the Credit / Rebill feature in OpenAir to correct invoices. Integrate the results as credit memos and invoices.

Note: To enable this feature, contact NetSuite OpenAir Support and request the Enable credit and rebill of invoices switch.

Mobile Devices

iPhone 2.1

Get the app that allows you to take NetSuite OpenAir on the road with you! Fill out your timesheets and expense reports while on an engagement, on an airplane, or waiting on hold. The app is fully functional, giving you the time and expense tracking tools you've come to rely on when logging into the NetSuite OpenAir website.

• Intuitive calendar interface to track and manage your time.
• Access to your NetSuite OpenAir timesheets and expense reports using the easy-to-use, familiar iPhone UI.
• Instantaneous synchronization with your NetSuite OpenAir account to utilize up-to-date customer, project, and task data.
• Attach images to your expense reports from your iPhone's camera or photo library. To use, simply touch the attachment icon in either a receipt or expense report.
• Review and approve or reject timesheets and expenses.
• Online and offline mode

Android v1.3

Manage your time and expenses from a wide range of compatible Android devices effortlessly. With Netsuite OpenAir for Android, you can enter your time and expenses while commuting or upon completion of work at a customer site. With real-time synchronization, time and expenses logging has never been easier. Breeze through our intuitive calendar interface for time tracking, capture expense receipts using your smartphone camera and submit them for expedited approvals, all while on the go.

Service Changes Impacting Infrastructure

End of support for IE9

Effective April 16, 2016, NetSuite OpenAir will stop supporting Internet Explorer 9 (IE9).

MySQL 5.0 to MariaDB 5.3 Upgrade

NetSuite OpenAir currently uses MySQL 5.0 to manage its servers. In order to provide the highest level of service possible, we are upgrading to MariaDB 5.3. We are updating the software on the production database and reporting servers.