October 18, 2014


Overview


Platform


Customization Center
Control all form customization features from a central location.

Scripting Center
Manage all script deployments and developments account wide.

Dedicated Scripting Workspace
New dedicated scripting workspace used exclusively for scripting.

New Scripting Workflow
Ensure that scripts are tested before they are deployed and that active deployments are not affected by ongoing development.

Script Deployment History
View script deployments and history, with the options to download revisions and change notes.

Scheduled Scripts
Schedule larger and account-wide scripts to run in the background.

Scripting Studio
Quickly create scripts with a full screen editor and intuitive tools.

Smart Entrance Function
Automatically select and maintain the entrance function according to the script content.

Auto List & Complete
See the list of all available options and select as you type your code.

Full Screen Editor
Press <Ctrl> + F11 to full-screen the script editor.

SOAP Explorer
Browse through all the SOAP objects and attributes, and drag-and-drop examples directly into the script editor.

NSOA Explorer
Browse through all the NSOA functions, view the correct syntax, and drag-and-drop examples directly into the script editor.

Extended Scripting Coverage
Scripting has been extended to support RDR and purchase orders.

Details ...

Global


Calendar filter by organization structure
View user information in the calendar filtered by your reporting relationships.

Replace dashboard charts from Bulk User Wizard
Copy and replace options for dashboard charts from Bulk User Wizard.

Notifications
Name notifications, set conditions where “one is met”, and set notification active status.

Generate account specific WSDL
Get your WSDL file generated specifically for your account.

Performance
Abort or continue loading a list or report that is taking longer than expected.

Details ...

Expenses


View all receipts on one list
View expense receipts sorted and filtered as required.

Automating tax location
Automatically calculate taxes based on where the expense was incurred and the home location of the user.

Details ...

Invoices


Generate charges for partial periods
Create fixed amount on date or milestone billing rules and revenue recognition rules that create fractional charges for incomplete periods.

Details ...

Projects


Inline editing within Outline and Gantt View
Make changes directly in the Outline view.

Drag-and-drop in the Gantt chart
Use drag-and-drop to make changes from the Gantt chart.

User level outline view
See detailed values by assignee in the outline view on the new Outline and Gantt view.

“View and Modify project hierarchies” role permission
Select hierarchies on the project properties form without needing the “View and Modify project hierarchies” role permission.

Close a task for specific a user for timesheets and expenses
Prevent a specific user from reporting any additional time or expenses against a task.

Prevent deletion of a user assigned to a task with logged hours
Prevent the accidental deletion of a user with logged hours.

Set the preferred landing page for projects
Set the first page to show when opening a project.

Hide the project progress bar
Do not show the % complete progress bar on projects.

Details ...

Resources


Bulk booking editor
Make changes and duplicate multiple booking from one screen.

Create new bookings from within the resource planner
Create new bookings directly from the resource planner.

Delete bookings from within the resource planner
Delete bookings directly from the resource planner.

Show resource overutilization for the resource planner
Quickly identify and analyze the overutilization of resources.

What has changed indication for the resource planner
See when utilizations are unknown directly in the utilization bar.

Resource limiting settings for the resource planner
Work with resources which are inactive with no bookings for the specified period.

Additional booking specific approvers
Specify up to three specific approvers for a booking.

Details ...

Reports


Report run statistics
View report statistical information on the reports status page.

Project hierarchy filter in all reports
Project hierarchy filter is now available in summary, detail, and advanced reports.

Filter for envelope approval status in the receipts detail report
Approval status filter is now available in the receipts detail report.

Ability to see user project hierarchy settings in a user detail report
A new “project hierarchy” value is now available in the user detail report.

Details ...

Service Changes Impacting Infrastructure


End of support for UI2
Support for User Interface 2 (UI2) ends on October 18, 2014. NetSuite OpenAir will not be able to fix UI2 issues after this date.
New features included in future releases will only be guaranteed when using the new user interface (UI3). NetSuite OpenAir documentation including release notes will now be written specifically for UI3.

End of support for IE8 and IE9
Effective October 16, 2015, NetSuite OpenAir will stop supporting Internet Explorer 8 (IE8). Also, effective April 17, 2016, NetSuite OpenAir will stop supporting Internet Explorer 9 (IE9).

Details ...



Details


Platform


Customization Center

Customization Center

The Customization Center is accessed from Administration > Customization and enables administrators to control and apply form customizations from a central location.

Providing a central location for customizations provides the following advantages:
  • Rapid access to customizations features
  • Allowing a change to be made easily across a set of affected forms
  • Validating the settings made between related forms


See the NetSuite OpenAir Customization guide for more details.

Scripting Center

Scripting Center

The Scripting Center is accessed from Administration > Scripting Center and gives administrators complete control over all script deployments and development activities from a central location.

The only thing you cannot do from the Scripting Center is actually edit a script. This is the function of the Scripting Studio. However, customers that choose not to use the Scripting Studio in favor or another editor are still fully supported from the Scripting Center.

Note: Please contact NetSuite OpenAir Support to enable the feature.

This feature has three related switches:
  • Enable user scripts to be executed by forms
  • Enable user script support for Web Service API methods
  • Enable scheduled script deployments

This feature has one related user role setting:
  • View the script deployment log report


See the NetSuite OpenAir User Scripting guide for more details.

Dedicated Scripting Workspace

NetSuite OpenAir now incorporates a dedicated scripting workspace used exclusively for scripting.

The dedicated scripting workspace is hidden in OpenAir. Files in the dedicated scripting workspace can only be altered through the Scripting Center. This feature provides additional security for the maintenance of scripts. It is now not possible to accidentally delete an active script or to create scripts with the same name.

This feature also simplifies the user interface as you do not need to specify a workspace to store the script.

Note: This feature is part of the Scripting Center.

New Scripting Workflow

New Scripting Workflow

From the Scripting Center an administrator can manage the scripts through each stage of the script development workflow. Scripts pass through a well-defined workflow to ensure that scripts are tested before they are deployed and that active deployments are not affected by ongoing development.

Scripts automatically progress through the workflow through the act of editing and saving the script from the Scripting Studio. The Test and Revise actions are provided for developers who prefer to use an external editor instead of the Scripting Studio.

Note: This feature is part of the Scripting Center.

Script Deployment History

Script Deployment History

The script deployment history is available by selecting View history from the Scripting Center Status menu. From this form you can browse through each revision of deployed code, view and change comments, and download a selected document revision.

Important: a new history entry is only created when you Deploy a script. A new history entry is not created every time you Save your script changes.

Note: This feature is part of the Scripting Center.

Scheduled Scripts

Scheduled Scripts

Scheduled scripts are created in a similar same way to form scripts and follow the scripting workflow. The main differences are that scheduled scripts are not associated with a form, have higher governance limits, and are executed according to a schedule defined when they are deployed.

Note: Scheduled scripts are executed within the context of a user. You need to specify the user under which the script is to be executed when you deploy the script.

Scheduled script deployment logs

This feature also enables the Reports > Detail > Scheduled script deployment logs report for administrators to report on the status of all deployed scheduled scripts.

Note: Please contact NetSuite OpenAir Support to enable the feature.

This feature has three related switches:
  • Enable user scripts to be executed by forms
  • Enable user script support for Web Service API methods
  • Enable scheduled script deployments

This feature has one related user role setting:
  • View the script deployment log report


See the NetSuite OpenAir User Scripting guide for more details.

Scripting Studio

Scripting Studio

The Scripting Studio is accessed by clicking on a script link from the existing Modify Form Permissions scripts section, or from the updated Customization Center and new Scripting Center.

From the Scripting Studio a script developer can quickly create scripts with a full screen editor supported by intuitive tools with drag-and-drop.

See also:
  • Auto List & Complete
  • Smart Entrance Function
  • SOAP Explorer
  • NSOA Explorer


Note: Please contact NetSuite OpenAir Support to enable the feature.

This feature has three related switches:
  • Enable user scripts to be executed by forms
  • Enable user script support for Web Service API methods
  • Enable scheduled script deployments


See the NetSuite OpenAir User Scripting guide for more details.

Smart Entrance Function

Smart Entrance Function

The entrance function is now selected from a drop down list read directly from the script. The list of entrance functions is automatically maintained as you type into the editor.

Note: This feature is part of the Scripting Studio.

Auto List & Complete

When a user types the text “NSOA” into the Scripting Studio editor and then hits the ‘.’ character the Auto List window appears showing all the available options:

Auto List & Complete

The user has the following options:

  1. Click on the required item with the mouse and double-click to select it.
  2. Use the up and down arrow keys to select the required item and then hit ‘Enter’ to select it.
  3. Type the first character of the required item (e.g. ‘m’) to highlight it and then hit ‘Enter’ to select it. If more than one item starts with the same letter then the first item will be highlighted. Typing the same character a second time will select the next item starting with that letter in the list.
  4. Hit ‘Esc’ to close the Auto List window and type as normal. Clicking outside of the editor window should also close the Auto List window.

Auto List & Complete example

On selecting an item from the AutoList window, the value will be copied into the editor and typing continues after the inserted value.

This feature has two related user preferences (set from User Center > Personal settings > Display Options):

  • Enable script deployment editor content assist auto activation
    Note: Check this option to enable the Auto List & Complete
  • Script deployment editor content assist auto activation delay (milliseconds)
    Note: Set this to a value that works well for you, e.g. 500.

Note: This feature is part of the Scripting Studio.

Full screen editor

Full screen editor

Click into the editor and press <Ctrl> + F11 to full-screen the script editor. While working in full-screen mode you can still continue using the Auto List & Complete feature.

Press Esc to exit full-screen mode and save your changes in the usual way.

Note: This feature is part of the Scripting Studio.

SOAP Explorer

SOAP Explorer

The SOAP schema explorer is available in the Scripting Studio. From the SOAP schema tool you can quickly browse through the SOAP API objects and attributes, and view examples of usage.

SOAP Explorer

You can drag and drop code samples directly into the editor. See also the Auto List & Complete feature.

Note: This feature is part of the Scripting Studio.

NSOA Explorer

NSOA Explorer

The NSOA schema explorer is available in the Scripting Studio. This acts as an online cheat sheet showing the syntax for all the available NSOA functions. Select a function to view an example of usage.

NSOA Explorer

You can drag and drop code samples directly into the editor. See also the Auto List & Complete feature.

Note: This feature is part of the Scripting Studio.

Extended Scripting Coverage

Scripting has now been extended to cover new forms and related approvals:
  • Fulfilment
  • Purchase item
  • Purchase order
  • Purchase request
  • Request item
  • Resource request
  • Resource request queue
  • Resource request quick form

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Global


Calendar filter by organization structure

Calendar filter by organization structure

There are four new meta-values available from Home > Calendars that allow you to view Booking, Time off requests, Tasks assignments, and Work schedule information filtered by reporting relationships.

Replace dashboard charts from Bulk User Wizard

Bulk User Wizard

The ‘Dashboard charts’ option has been replaced by ‘Dashboard charts (Copy)’ and ‘Dashboard charts (Replace)’ options.

Notifications

Notifications

The following additional features are available for notifications:
  • Notifications can be named.
  • There is now a “When one of these conditions is met” option available.
  • Notification can be set as active or non-active

See the NetSuite OpenAir Customization guide for more details.

Generate account specific WSDL

Generate account specific WSDL

Get your WSDL file generated specifically per your account including custom fields. You can use a short URL to download the file automatically. The feature is accessed from Administration > Integration: Import/Export.

This feature has one related user role settings:
  • Export data

Note: Please contact NetSuite OpenAir Support if you require this feature and it is not already available.

This feature is not available if any of the following switches are enabled:
  • Disable all access to account data transfer
  • Turn off account data transfer support

The feature can also be disabled from Administration > User > Access control by removing all Exchange Access options.

Performance

Lists which take too long to load can now be stopped. With this feature enabled the system will generate a message when the set time threshold has been reached and allow the user to either stop or keep going.

For more on the stop report feature see the May 17, 2014 release notes.

Note: Please contact NetSuite OpenAir Support if you require this feature.

This feature has two switches:
  • Display notification to user that loading of page containing a list takes too long after this amount of seconds
  • Display notification to user that loading of page containing a report takes too long after this amount of seconds

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Expenses


View all receipts on one list

View receipts

View expense receipts sorted and filtered as required.

Note: To enable this feature, please contact NetSuite OpenAir Support and request the Enable the receipts tab switch.

This feature has one user role settings:
  • View the receipts tab

Automating tax location

When using input tax on expenses, one expense item could be taxed using several different tax locations depending on where the expense was incurred. For example an expense item of “Meals” may be taxed at 10% in Germany, 15% in France and 20% in the UK. Expecting an employee to select the correct tax location for every expense item is unreasonable. Furthermore the list of tax locations from which to pick in enterprise international accounts can become very long and with no filtering or defaulting by employee extremely cumbersome to use.

To ease expense entry and minimize user error, OpenAir can default a tax location for a receipt based on
  • The expense item
  • The geographical location in which the expense was incurred (defaults to the user’s home location)

Automating tax location

With this feature enabled, a user can now (1) simply mark where a given expense was incurred and (2) OpenAir can then automatically calculate the correct taxes based on the home location of user. The user can override this calculation if necessary.

Note: The calculation fields are highlighted if the user overrides the calculation. The user can reset back to the calculated values by clicking the RESET TO DEFAULT button.

To setup this feature your administrator needs to:
  • Administration > Application Settings > Tax Locations - Create the required tax settings.
    Note: It is recommended to use this for tax settings and not for tax locations.
  • Administration > Application Settings > User Locations - Create the required user locations.
  • Administration > Application Settings > Expenses Settings > Expense item - Fill out the new grid to match User location to Tax location combinations for the expense item.

Automating tax location

Important: This feature is not currently supported by mobile applications.

Note: Please contact NetSuite OpenAir Support to enable the feature.

This feature has two related switches:
  • Enable tax locations on receipts
  • Automatic tax location on receipts based on expense item and user location

This feature has two related user role settings:
  • Allow approver to edit expense location, tax location and tax rates
  • Allow approver to edit expense location, tax location and tax rates on approved receipts

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Invoices


Generate charges for partial periods

Generate charges for partial periods

This feature allows a user to generate charges for incomplete periods. For example, a user wants to charge a customer $1000 a month on the 1st of each month. But a one month contract was signed on the 15th which means that the customer needs to be charged $500 for the current month and $500 for the next month.

This feature is used to create fractional charges for incomplete periods.
It works for:
  • Project > Financials > Billing Rules (fixed fee on date or milestone)
  • Project > Financials > Revenue Recognition Rules (fixed amount on date or milestone rule)

Note: To enable this feature, please contact NetSuite OpenAir Support and request the Enable fractional charges for incomplete periods switch.

Important: This feature is not designed to work with the repeat for X number of instances option.

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Projects


Inline editing within Outline and Gantt view

Inline editing within Gantt Outline view

Users can inline edit the following fields within the Outline view:
  • Phase, milestone or task name
  • ID
  • Predecessor
  • Start date
  • End date
  • Notes

Drag-and-drop in the Gantt chart

Users can make their required changes right in the Gantt chart.

For example, to set the finish to start dependency between tasks, simply drag the dependency from one task to the next.

Drag-and-drop in the Gantt chart

And the dependency is completed.

Drag-and-drop in the Gantt chart

User level outline view

User level outline view - before
User level outline view - after

With this feature enabled you can see detailed values by the “Assigned To” in the new Outline and Gantt view.

Note: To enable this feature, please contact NetSuite OpenAir Support and request the Enable user level outline view switch.

“View and Modify project hierarchies” role permission

Before this feature was implemented users needed the “View and Modify project hierarchies” role permission to be able to select hierarchies on the project properties form. This role also enabled users to then create new hierarchies and modify existing hierarchies.

In this release users can select hierarchies without needing the “View and Modify project hierarchies” role permission. The “View and Modify project hierarchies” should only be assigned to users that need to be able to create new hierarchies and modify existing hierarchies.

Note: You can prevent users for accessing hierarchies on the project form via the Form Permission Rules.

Close a task for specific a user for timesheets and expenses

Close a task for specific a user for timesheets and expenses

When this feature is enabled two new checkboxes are available for assignments in the project form. This allows a project manager to close the task for a user for timesheets and expenses. This is particularly useful in cases where a user’s work has been done and they are not allowed to report any additional time or expenses against the task.

Important: This feature is not currently supported by mobile applications.

Note: To enable this feature, please contact NetSuite OpenAir Support and request the Enable close task for a specific user switch. This is mutually exclusive with the Allow users access to all tasks, not just the ones they are assigned to switch.

Prevent deletion of a user assigned to a task with logged hours

When this option is enabled a warning is displayed to prevent the deletion or substitution of a user from a project task when the user has already logged hours.

Set this option is set for the account from Administration > Application Settings > Projects Settings > Other settings > Enable prevent deletion of user assignment with logged hours.

Set the preferred landing page for projects

Set the preferred landing page for projects

This will cause the user to land on the preferred page within each project, e.g. Task list in this example.

Set the Preferred landing page for projects in your personal settings User Center > Personal Settings > Project Options.

This can be set for the whole account from Administration > Application Settings > Projects Setting > Other Settings > Preferred landing page for projects.

Hide the project progress bar

Hide the project progress bar

The % complete progress bar can now be hidden in projects for the whole account. This is useful for customers that don’t use the % complete metric and calculate project progress in another way.

Note: To enable this feature, please contact NetSuite OpenAir Support and request the Hide the percent complete bar in the project application header switch.

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Resources


Bulk booking editor

Bulk Booking Editor

When this feature is enabled multiple booking can be selected and bulk changes applied across any bookings that have not been rejected. The feature also enables bookings to be cloned with a link maintained to the original booking for reporting purposes.

The feature is accessed from the Run an Action > View the selected bookings in the bulk editor option.

Note: To enable this feature, please contact NetSuite OpenAir Support and request the Enable booking bulk editor switch.

This feature has two related user role settings:
  • View and modify bookings in the bulk editor
  • View, modify and duplicate bookings in bulk editor


Create new bookings from within the resource planner

Create new bookings from within the resource planner

Drag a box over the required date period next to an existing booking and a new booking will be created prepopulate with the values from the original booking and the selected date range.

Create new bookings from within the resource planner

Confirm and save the booking and it is added to the list of bookings.

Note: To enable the resource planner feature, please contact NetSuite OpenAir Support and request the Enable resource planner switch.

Delete bookings from within the resource planner

Delete bookings from within the resource planner

Simply click on the delete icon to delete the bookings directly from the resource planner.

Note: To enable the resource planner feature, please contact NetSuite OpenAir Support and request the Enable resource planner switch.

Show resource overutilization for the resource planner

Show resource overutilization

Overbooked resources are highlighted in the client view. Click the arrow on the left to get to the resource view and analyze why the overutilization has occurred.

Note: To enable the resource planner feature, please contact NetSuite OpenAir Support and request the Enable resource planner switch.

What has changed indication for the resource planner

What has changed indication

When a booking is changed the utilization bar is changed to “Unknown”. The new utilization is calculated when the booking is saved.

Note: To enable the resource planner feature, please contact NetSuite OpenAir Support and request the Enable resource planner switch.

Resource limiting settings for the resource planner

Resource limiting settings

Two new options are available on the booking planner settings to give the visibility of resources which are inactive or with no bookings for the specified period.

Note: To enable the resource planner feature, please contact NetSuite OpenAir Support and request the Enable resource planner switch.

Additional booking specific approvers

Additional booking specific approvers

This feature allows you to specify up to three specific approvers for a booking and to bring extra flexibility to the booking approval process.

If you have RDR enabled this feature will also enable up to three specific approvers on a resource request.

You can also then user the meta-entity value (e.g. [Booking approver 1]) in approval processes.

Note: To enable this feature, please contact NetSuite OpenAir Support and request the Enable additional booking specific approvers switch.

Refine ability to bulk copy/edit/clone many bookings at once

With this feature is enabled users can select multiple booking and make multiple bulk changes.

Users can either simply clone bookings or clone and submit. Each clone created by this feature contains a link to the original booking for reporting purposes.

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Reports


Report run statistics

Report run statistics

View report run statistics on Reports & Status.

The following statistics can be shown in the list view:
  • Last runtime (sec)
  • Runs last 24 hours
  • Runs last 7 days
  • Runs last month
  • Average runtime (sec) last 24 hours
  • Average runtime (sec) last 7 days
  • Average runtime (sec) last month
  • Average runtime (sec)
  • Max runtime (sec) last 7 days
  • Max runtime (sec) last month

Project hierarchy filter in all reports

Project hierarchy filter is now available in summary, detail, and advanced reports.

Filter for envelope approval status in the receipts detail report

Approval status filter is now available in the receipts detail report.

Ability to see user project hierarchy settings in a user detail report

A new “project hierarchy” value is now available in the user detail report.

Note: To enable this feature, please contact NetSuite OpenAir Support and request the Enable ability to define project hierarchy for filter sets switch.

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Service Changes Impacting Infrastructure

End of support for UI2

Support for User Interface 2 (UI2) ends on October 18, 2014. NetSuite OpenAir will not be able to fix UI2 issues after this date.

New features included in future releases will only be guaranteed when using the new user interface (UI3). NetSuite OpenAir documentation including release notes will now be written specifically for UI3.

End of support for IE8 and IE9

Effective October 16, 2015, NetSuite OpenAir will stop supporting Internet Explorer 8 (IE8). Also, effective April 17, 2016, NetSuite OpenAir will stop supporting Internet Explorer 9 (IE9).

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