April 16, 2016


Overview


Global


QuickViews in More Places
QuickViews now appear in reports, report portlets, and Resource Demand Request. Updated QuickViews also appear in Resource Planner and Outline/Gantt Views.

QuickView Customization Options
Configure the time it takes for a QuickView to appear when pointing to a screen element by user or account, or disable them entirely by user.

Select Period for Attachments Backup in Automatic Backup System (ABS)
Reduce the size of your document and attachment backups by selecting relative or absolute time periods to back up, rather than backing up all documents and attachments.

List View and Report Column Resize
Drag any column edge in a list view or report to resize the column.

Details ...

Reporting


Recognition Rule Type and Filters in Detail Reports
Use recognition rules as a filter in your reports.

Open and Closed Task Filters and Subtotals in Reporting
Filter and subtotal tasks based on whether they are open or closed.

Filter by Manager in Booked Utilization Report
Display records for employees by manager in the Booked Utilization Report.

More periods in Advanced Timesheet Status Reports
View more time periods and eliminate the need to merge multiple periods in spreadsheet software.

Details ...

Budgeting


Billing-Based Project Budgets
Create budgets focused on billing or on costs.

Duplicate Project Budgets when Creating New Projects from Existing Projects
Creating a new project based on an existing project can also duplicate the existing project’s budgets.

More Responsive Color-Coding on Actuals versus Planned (AVP) View
Budget color-coding now more accurately reflects overages when using optimistic or pessimistic contingencies.

Collapsible Budget Panels
Settings and options have been moved to a collapsible side panel in Budget View.

Tabular Budget Grid
The Budget Grid now uses a cleaner tabular view.

Multiple Condition Alerts for Transactional Budgets
Gain more control over which projects and project stages trigger alerts.

Details ...

Resources


Export Resource Demand Request (RDR) Search Results
Export RDR search results to PDF or Excel files.

Directly Enter Resource Names into Resource Demand Requests
Use a standard resource picker to select any active users and add them to a search position.

Duplicate Resource Demand Request Lines
Duplicate lines without needing to re-enter the same data again.

Improved Attribute Searches in Resource Demand Request
Use the "One matching attribute is enough" checkbox to include resources who have any of the selected attributes, rather than all of the selected attributes.

Optional Booking on Approved Booking Requests
Set whether approving a booking request automatically creates a booking or not.

Details ...

Projects


Performance Console
Set up auto-billing, auto-recognition, and project recalculation criteria for completed projects.

Outline and Gantt Chart Interface Improvements
Use new Edit Task and Contextual Menu buttons to create and modify work breakdown structure.

Client Contact Information Now Available in Project Properties
Keep track of contact information at the project level.

Duplicate Project Action Items
Quickly create new Project Action Items using existing ones’ information.

Download Multiple Files at Once from Workspaces
Save time by downloading multiple files from Workspace search results.

Balanced Income versus Forecast (IvF) Revenue Recognition Rule
Use a new type of revenue recognition rule utilizing true-up transactions to balance out previous accounting periods and adjust your projections to reflect project changes.

Details ...

Invoices


Forex Precision Changes for Invoices
In invoices, several currencies have been changed to use no decimal places, one decimal place, or three decimal places to match their precision in NetSuite.

Details ...

Platform


Dynamic Editor and New Pickers
Editor dynamically resizes to maximize the use of the available area and scrolls independently of the tool area. New picker controls allow quick selection even when working with very large lists.

Scripting Studio Options
Customize the Scripting Studio according to your personal preferences with new display options.

Scripting Studio Search and Replace
Search and replace code in scripts using simple or regexp search expressions.

Scripting Studio Jump to Line
Jump directly to a script line number to quickly resolve script errors.

Script Templates
Create scripts that are ready to run with a default entrance function and event preselected.

Custom Field Protection
Link custom fields to scripts to prevent custom field changes from breaking script deployments.

Platform Role Permissions
Set up precise scripting roles for your script developers rather than giving them full administrator rights.

Execute as User
Select a user with the required privileges when the current user privileges are not sufficient for the script.

Parameter Values
View the values set for parameters without having to edit the parameter.

Custom Field Creation
Create custom fields as part of applying a Platform Solution to an account.

Platform Solutions Links
See the referencing solutions when viewing the Form, Scheduled and Parameters screens.

New Solution Form
Use the new solution form to create Platform Solutions which include multiple scripts.

Platform Solutions Documentation
Link Platform Solutions to supporting documentation.

Submit & Reject Invoices
Create scripts that can submit and reject invoices.

Unapprove Event
Create scripts which are triggered on unapproval.

Logging Defaults
Avoid creating unintentionally large log files with the “Error” Log severity default setting.

Connector API
Create Scripts that can control the integration between OpenAir and NetSuite.

Details ...

NetSuite Connector


Visual Mapping Enhancements
  • 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


Real-Time Sync to OpenAir on Saving NetSuite Records
Integrate NetSuite records directly to OpenAir as soon as the NetSuite record is saved.

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.

Role Permissions
Grant specific integration permissions to selected users.

Import/Export Settings
Save and load your configuration settings to archive versions and transfer settings between accounts.

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.

Credit / Rebill
Use the Credit / Rebill feature in OpenAir and integrate the results as credit memos and invoices.

Details ...

Mobile


iPhone v2.1
Connect to OpenAir from your mobile app using SSO SAML authentication, close project tasks for specific users for timesheets and expenses, and automatically calculate taxes based on where expenses were incurred.

Android v1.3
Connect to OpenAir from your mobile app using SSO SAML authentication, close project tasks for specific users for timesheets and expenses, and automatically calculate taxes based on where expenses were incurred.

Details ...

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 upgrade to MariaDB 5.3
MySQL 5.0 was upgraded to MariaDB 5.3.

Details ...



Details


Global


QuickViews in More Places

QuickViews now appear in the following locations.
  • Reports, including dashboard report portlets
  • Outline and Gantt Views, including new Task-level booking QuickViews
  • Resource Planner
  • Resource Demand Request (RDR)

You can find QuickViews by pointing to fields with a dotted underline. To enable QuickViews, navigate to Administration > Global Settings > Account > Optional Features > [Enable QuickViews for employees, projects, bookings, or tasks].

QuickView Customization Options

Configure the time it takes for a QuickView to appear when pointing to a screen element, or disable them entirely. QuickView options can be set at the user level or for the entire company by an administrator.
  • 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

Quickview customization options

Select Period for Attachments Backup in Automatic Backup System (ABS)

The Automatic Backup System now allows you to select relative or absolute time periods to back up, rather than backing up all attachments, allowing you to reduce the file size of each backup.

Navigate to the Automatic Backup System form and use the Date range dropdown menu to select a relative range, or enter a Start and End Date.

ABS will back up all documents and attachments created or modified during the selected period. In addition, the form will display the file size of your selected documents before they are compressed as a ZIP file.

Select period attachments backup in ABS

List View and Report Column Resize

Resize columns in any list view. Drag the right side of a column to change the column width. To enable or disable column resizing, click the Cog icon in any list view or report, select Resize columns, and then Enable or Disable. To reset columns to the default behavior (driven by column content), select the Cog icon in any list view or report and select Reset resize columns.

Note: Each user needs to enable Column Resize in each report or list view which they want to use it in.

List view and report column resize
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Reporting


Recognition Rule Type and Filters in Detail Reports

Use recognition rules as a filter in your reports. You can now add Recognition Rule Type as a field in the following detail reports and filter according to its values:
  • Pending recognition transactions
  • Recognition transactions

Open and Closed Task Filters and Subtotals in Reporting

Use the Report Editor’s new Closed Task filter to find tasks based on whether they are open or closed. Subtotal tasks using the new Closed Task dimension name.

Filter by Manager in Booked Utilization Report

Display records for employees in the Booked Utilization Report.

A new “Employee’s manager” filter has been added to the Booking Utilization Chart and Assigned Utilization Chart. When you apply the filter, only resources with a selected manager or managers will appear in the reports.

More periods in Advanced Timesheet Status Reports

View more time periods and eliminate the need to merge multiple periods in spreadsheet software. You can now set the number of time periods to display and the duration when designing your timesheet status reports.

The default maximum limits have been changed from 15 time periods to 90 daily time periods, 104 weekly or weekly ITD time periods, and 60 monthly time periods.
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Budgeting


Billing-Based Project Budgets

Create budgets focused on billing or on costs. When you create a new budget from the Create form, there are three new fields (Cost, Profitability (%), and read-only Billing). As you input values into the Cost or Profitability fields, the Billing field is recalculated. When you select “Get planned values from Agreements and Customer POs attached to project,” the billing field is automatically locked and prepopulated from attached funding documents.

This feature adds three new fields to your budgets:
  • 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

This feature also renames Current rate to Cost rate.

Profitability, billing rate, and cost rate can both be edited in-line in the budget grid. Editing cost rate recalculates the billing rate while maintaining the profitability.

The budget grid can now show billing budget data. You can select the “Billing” view by selecting it from the “View” dropdown menu (renamed from “Units”). This will change all grid values to “billed” values.

Finally, you can now show billing data in Actuals versus Planned view in the grid, and compare your planned versus actuals from a billing perspective.

This feature adds two roles which can be assigned to employees:
  • View billing project budget
  • View and modify billing project budgets

Billing based project budgets

Duplicate Project Budgets when Creating New Projects from Existing Projects

Creating a new project based on an existing project can also duplicate the existing project’s budgets. Select the Duplicate project budgets checkbox when creating your duplicate project and all original budgets will be copied to the duplicated project as well, with an open status.

More Responsive Color-Coding on Actuals versus Planned (AVP) View

Budget color-coding now more accurately reflects overages when using optimistic or pessimistic contingencies. After you have set color-coding ranges for a budget, when you switch between Normal, Pessimistic, or Optimistic planned values in Actuals view, the color-coding automatically takes into account the new planned values when shading actual budget values.

Collapsible Budget Panels

A budget overview, settings, and options have been moved to collapsible side panels in Budget View.

You can show or hide the panels by clicking the Budget Info & settings or Budget overview tabs.

Collapsible budget panels

Tabular Budget Grid

The Budget Grid now uses a cleaner tabular view.

Tabular budget grid

Multiple Condition Alerts for Transactional Budgets

Gain more control over which transactional budgets trigger alerts. You can now select all or any of the following filters for alerts:
  • Managers
  • Project Stages
  • Selected Projects
  • Active Projects
  • Inactive Projects

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Resources


Export Resource Demand Request (RDR) Search Results

Export Resource Demand Request (RDR) search results to PDF or Excel files. Click the Cog icon in the RDR search results, and select which download option you would like to use. You can define what to include to download in the Customize download view. Currently, RDR search results can be exported in the following file formats:
  • CSV formatted file
  • HTML formatted file
  • PDF formatted file

Export RDR Search results

Directly Enter Resource Names into Resource Demand Requests

Use a standard resource picker to select any active users and add them to a search position. If all search positions are already filled, the resource picker is disabled.

Directly enter resource names into RDR

Duplicate Resource Demand Request Lines

Duplicate lines without needing to re-enter the same data again.

Improved Attribute Searches in Resource Demand Request

Use the "One matching attribute is enough" checkbox to include resources who have any of the selected attributes, rather than all of the selected attributes. This feature is particularly useful when searching for employees with a minimu level of expertise or better.

When the "One matching attribute is enough" checkbox is selected, employees with only one matching attribute are treated as a 100% match.

To use this feature, first navigate to Administration > Application Settings > Resource Profiles. Clear the "Allow duplicates per resource" checkbox for each Profile type you would like to add a "One matching attribute is enough" checkbox to in Resource Request Queues.

Next, open a Resource Request Queue and select the Base Criteria for your search. Select the Attributes to include in the search, and select the "One matching attribute is enough" checkbox to include resources who have any of the selected attributes.



Improved attribute searches in resource demand request

Optional Booking on Approved Booking Requests

Set whether approving a booking request automatically creates a booking or not. When approving booking requests, you can now select a check box to approve a booking request but not create bookings.

Note: To enable this feature, contact NetSuite OpenAir Support and request the Allow employee to choose if booking needs to be created upon booking request approval switch.

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Projects


Performance Console

Avoid running auto-billing, auto-recognition, and project recalculation for completed projects. Set up criteria and OpenAir will manage whether to run these features or not.

With this feature, projects which have not created billing or revenue recognition transactions for several months will have their auto-billing and auto-recognition alerts run less frequently or will be deactivated by OpenAir. The default settings are:
  • 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 1st and 15th of every month, or on the 15th 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.

To use the Performance Console, navigate to Administration > Global Settings > Account > Performance. From here, you can adjust the thresholds for OpenAir to stop running auto-billing and auto-recognition.

You can also set criteria for when OpenAir will skip running project recalculations. This prevents OpenAir from performing recalculations which are no longer necessary, and improves performance.

Note: This feature is not optional and cannot be disabled; however, the thresholds for rescheduling can be adjusted. Administrators and users with the “Perform company maintenance functions” role permission can access the Performance Console.

Outline and Gantt Chart Interface Improvements

Access Gantt chart menus from easy-to-use interface buttons. Click the icon next to a phase, task, or milestone to open a context-sensitive menu from which you can Edit, Copy, Delete, or Duplicate it.

Outline and Gantt Chart interface improvements

Client Contact Information Now Available in Project Properties

Identify key client contacts at the project level. Select, edit, or add contacts in the project form. When you select an existing contact, contact information (Name, email, phone number, etc.) is automatically populated for you. The contact information can also be shown in the Projects (Account-wide) report.

Client contact info now available in project properties

Note: To enable this feature, contact NetSuite OpenAir Support and request the Allow create and modify of client’s contacts directly from project properties form switch.

Duplicate Project Action Items

Quickly create new Project Action Items using existing ones’ information. While in the Action Items list view, click the Duplicate option next to the Action Item you would like to duplicate.

Download Multiple Files at Once from Workspaces

Save time by downloading multiple files from Workspace search results. Select the files which you would like to download, and download them into one ZIP file from the Bulk Actions menu.

Balanced Income versus Forecast (IvF) Revenue Recognition Rule

Use true-up transactions to balance out previous accounting periods and adjust your projections to reflect project changes using the new Balanced Income versus Forecast Revenue Recognition Rule.

This rule is particularly useful when your previously recognized income is more or less than the actual revenue as of the current date.

To use this rule, first enter the amount to recognize, and select whether the rule's calculations are based on bookings or assignments. The calculations themselves are the same for both. Selecting bookings uses bookings for forecasts, while selecting assignments uses assignments for forecasting. Actual time entries are used in both scenarios:
  • approved hours are used to calculate actual revenue recognition
  • worked hours are used in revenue recognition projection calculations

Note: Whenever worked hours are entered, they are prioritized over booked or assigned hours to more accurately project what is occurring in the system.

It isn't possible to combine both booked AND assigned hours in the same rule.

For the Incurred section of the calculation, you may also plan for expenses and purchases to incorporate approved receipts or fulfilled purchase items, similar to the functionality of the original Incurred versus Forecast rule.

In the Forecast section, define what type of hours (booked/assigned or logged timesheet hours) are used for revenue projection calculations. Two periods are considered in the forecast:
  • the past up to and including a set pivot date
  • all time after the pivot date

The forecast can use either time entries or booked/assigned hours. You can also enter total planned receipts and purchase items into the forecast.

True-up transactions are used to balance out previous accounting periods when there is more or less revenue to recognize as of today. They can be generated per project or per employee.

The Balanced IvF rule can be limited to specific employees, expense items, time types, or tasks using a standard OpenAir filter.

This rule can only be used with accounts using accounting periods. You can then define which accounting date to use with the rule. We recommend selecting "Use the accounting period specified below" and using the default accounting period.

The Balanced IvF rule includes a "Do not generate recognition projections for already recognized revenue" option, which functions in a similar manner to the original Incurred versus Forecast rule. If selected, the sum of all revenue recognition projections and actuals will always be equal to the revenue recognition amount defined on the rule.

With the Balanced IvF rule, you can also choose to include or exclude booked or assigned hours for users with missing time entries into recognition revenue projection calculations in periods before the pivot date.

Note: This rule also prioritizes using time entries over booked or assigned hours when generating recognition revenue projections. For example, if an employee logs time to a different project than they were originally booked to for a given period, the calculation will use that employee's logged time rather than their booked time for the recognition calculation.

Finally, other settings allow you to add different "stamps" to generated transactions (for example, service X line, agreement, customer purchase order). You can also select which user loaded costs are used in calculations and define if the recognition rule is active or not.

Balanced IVF Revenue recognition rule
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Invoices


Forex Precision Changes for Invoices

For invoices and revenue recognition transactions, the following currencies now have fixed decimal places matching the number of decimal places for these currencies in NetSuite. Note: To enable this feature, contact NetSuite OpenAir Support and request the Enable advanced foreign currency decimal precision control on invoices and revenue transactions switch.

Currency NameCurrency AbbreviationDecimal Places
Armenian dramAMD0
Belarusian rubleBYR0
Burundian francBIF0
Cambodian rielKHR0
Central African CFA franc (Financial Community of Africa)XAF0
CFP franc (Pacific Franc Exchange)XPF0
Chilean pesoCLP0
Chilean Unidad de Fomento (funds code)CLF0
Colombian pesoCOP0
Comorian francKMF0
Djiboutian francDJF0
Guinean francGNF0
Hungarian forintHUF0
Icelandic kronaISK0
Indonesian rupiahIDR0
Iranian rialIRR0
Japanese yenJPY0
Laotian kipLAK0
Lebanese poundLBP0
Myanmar kyatMMK0
North Korean wonKPW0
Paraguayan guaraniPYG0
Rwandan francRWF0
Sao Tome & Principe dobraSTD0
Sierra Leonean leoneSLL0
South Korean wonKRW0
Ugandan shillingUGX0
Vanuatu vatuVUV0
Vietnamese dongVND0
West African CFA franc (Financial Community of Africa)XOF0
Yemeni rialYER0
Zambian kwachaZMK0
Angolan kwanzaAOA1
Macanese patacaMOP1
New Taiwan dollarTWD1
Bahraini dinarBHD3
Iraqi dinarIQD3
Jordanian dinarJOD3
Kuwaiti dinarKWD3
Libyan dinarLYD3
Omani rialOMR3
Tunisian dinarTND3

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Platform


Dynamic Editor and New Pickers

A new dynamic editor window fills all available space, allowing you to see more of your code at once. In addition, the tools sidebar scrolls independently of the editor, making navigation much easier.

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 and select the Use in-line multiple selection interface checkbox.

Scripting Studio Options

Customize the Scripting Studio with new display options. Navigate to User Center > Personal settings > Display Options > Scripting Studio Options, where you can customize the following features according to your personal preferences:
  • 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.

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.

Scripting studio options

Scripting Studio Search and Replace

Search through scripts using simple or regexp search expressions. Use the following key shortcuts for searches within 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
These shortcuts can also be found in the Tips menu within the Script editor.

You can also use regexp to search for more complex strings. For example, entering /envelope|ticket/ in the search field searches for both “envelope” and “ticket”.

Once a search dialog has been opened, press Escape to exit it without searching.

Scripting studio search and replace

Scripting Studio Jump to Line

Go directly to where you want in your scripts. Use Alt-G to jump directly to a script line number.

For Jump to Line, the following input formats are accepted:
  • 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.
Once the Jump to Line dialog has been opened, press Escape to exit it without moving the cursor.

Scripting studio jump to line

Script Templates

Scripts are now created ready to run with a default main function. This saves you time, helps you learn scripting, and ensures that your scripts are always created in a valid state.

Script templates

Custom Field Protection

Link custom fields to scripts, and prevent changes from breaking script deployments. Solutions can now automatically use custom fields, referenced from the Scripting Studio or Scripting Center. Custom fields in use by an active script cannot be modified.

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.

Custom field protection

Platform Role Permissions

Set up precise scripting roles for your script developers rather than giving them full administrator rights. The following role permissions are available:
  • 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.

Execute as User

Select a non-admin user who acts as a proxy to execute a script deployment. This is especially useful when a user does not have the access permissions a script needs to run successfully. With this feature, you need only assign the minimum-necessary permissions.

Execute as user

Parameter Values

View the values set for parameters without having to click the set's link or edit the parameter. The parameter values set now appears directly in the parameters list.

Parameter values 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.

Custom field creation

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.

Platform solutions links

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.

New solution form

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.

Platform solutions documentation

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.

Unapprove event

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. Connector api
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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.

Visual mapping enhancements

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.

Real time sync to Netsuite on approval

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.

Role permissions

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.

Import export settings

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 memo

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.

Credit rebill
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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.
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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.
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