October 15, 2016OverviewGlobalImproved Selector for List View Customization The Columns Selector makes arranging your list views a snap! Create Custom Form Layouts Customize form layouts and apply them by role! See Document Custom Fields in Workspace List Views Get the information you need from Workspaces faster! Automatic Backup Service (ABS) MySQL import file UTF-8 option Create MySQL import files with a default UTF-8 character set. Automatic Backup Service (ABS) MySQL Import File "Apply Relationships" Option Create MySQL import files with relationships between tables. Lock Key Columns in Outline, Gantt View, and Booking Planner Keep important columns in view while scrolling in Outline View, Gantt View, and Booking Planner. New Guide A new Performance Tuning guide is now available in SuiteAnswers with tips for maximizing your OpenAir performance. Details ... ReportingNew Filters and Subtotals in Tabular and Summary Reports Further customize your reports with new filters and get greater perspective with more subtotals. Details ... ResourcesResource Compare View Use the new Resource Compare View to compare resources at a glance and better manage large pools of resources! Resource Demand Request (RDR) Changes A wealth of new RDR features help you find the right resources. Role Field in Resources List View See your resources' roles at a glance! More Advanced Resource Booking Worksheet Use a more streamlined, detailed, and visually-appealing worksheet to create and manage your bookings! New Contextual Menu in Booking Planner Editing your bookings in Booking Planner just got a lot easier! Details ... InvoicesInclude "Time Entry Payroll Type" in Invoices Add the time entry payroll type to your invoices, and group invoices based on payroll type. Set Credit Invoice Date When Creating Invoices for Credit/Rebill Apply credit invoices to the right period with the ability to set enter an invoice date when you create the credit invoice. Increased Precision for Percent Complete Revenue Recognition Transactions New rounding logic for Percent Complete revenue recognition transactions improves the precision of the recognition calculation. Revenue Recognition Projections Prioritize Logged Time Over Booked Time Use your employees' and contractors' actual logged time instead of their booked time when logged time exists! Details ... ProjectsProject Status Summary (PSS) Produce an easy-to-read project status page summarizing important project progress data. Budget Agreements Panel Find all of your projects' agreements or customer purchase orders in one place on the new Budget Agreements Panel! Create and Edit Project Contacts Directly from the Properties Page It's easier than ever to add or edit contact information while working in your project's properties! Allow Users to Un-approve Budgets Give selected users the power to un-approve budgets. Exclude Non-Billable Tasks from Billing in Project Budgets Budget more accurately by excluding non-billable tasks from your billing plans. Filter Billing Rules by Employee Custom Fields Create more specific billing rules by filtering billings by employee custom fields. Details ... PlatformNew Unapprove XML Command Use a new "unapprove" XML command to revert wrongly approved envelopes, invoices, or timesheets. New Approve, Reject, and Unapprove SOAP Methods The SOAP API has been expanded to include approval methods which further bring the SOAP API in line with the XML API. New Approvals NSOA.wsapi User Scripting Functions Four new NSOA.wsapi functions to approve, reject, submit, and un-approve timesheets, invoices, and expense reports have also been added for use in scripting. Details ... NetSuite ConnectorPurchase Requisitions Workflow Initiate purchase requisitions in OpenAir and send them to NetSuite for fulfillment! High-Frequency Real-Time Support Make multiple updates to the same record within a short period of time with High-Frequency Real-Time Support. Export Revenue Recognition Transactions to Advanced Revenue Management (ARM) Integrate revenue recognition transactions to NetSuite when using Advanced Revenue Management (ARM). Import Taxes Applied to Exported OpenAir Credits Include tax amounts in OpenAir credit invoices which can then be passed to NetSuite credit memos. Integration Progress Indicator Monitor the status of your integration with NetSuite! Details ... MobileiPhone v2.2 Enjoy fantastic improvements to receipts and timesheets on the go! COMING SOON: Android v1.4 Take advantage of NetSuite OpenAir's New Android user interface! Details ... Service Changes Impacting InfrastructureEnd of support for IE10 Effective October 15, 2016 NetSuite OpenAir will stop supporting Internet Explorer 10 (IE10). Details ... DetailsGlobalImproved Selector for List View Customization The Columns Selector makes arranging your list views a snap! Click the Columns button in any list view to open a Columns Selector menu. From here, you can select the columns you want to see in this list view. You can also click any column in the "Select All" list to instantly add it to the displayed columns. Additionally, you can drag a column to reposition it in the list. Use the Search field to limit the columns which appear in both the "All" and "Selected" columns. To enable the new Columns Selector, please contact NetSuite OpenAir Support and request the "New Selector for Customizing List Views" feature. Once the feature is enabled, navigate to any list view and the Columns link will appear. Note: The "Customize list view" in the Cog menu will still be available as an option for arranging columns. Create Custom Form Layouts Customize form layouts and apply them by role! Note: This feature will be made available in phases. This release enables positioning only for the Project, Project issue, and Issue forms. Custom fields are not supported by this feature for this release. In addition, this feature does not allow you to rearrange custom fields; however, the "Custom Fields" block and individual custom fields within the block can still be moved in the form options. To create or change form layouts, click the Tips button and click "Modify form permissions". In the Form Permissions window, scroll to "Field order" and click > Create. In this window, you can set the order of fields within the layout. Select multiple fields can be selected and moved together. Dividers can also be moved and selected, and items can be moved between dividers. Compound objects with individual access settings are moved together as a block. Manage all of your custom form layouts by going to Administration > Customization > [Select a form] > Fields order. See Document Custom Fields in Workspace List Views Get the information you need from Workspaces faster! Customize workspace list views to include document custom fields. When you perform a search in a workspace, a column for custom fields will appear in your results. List views in the following locations can be customized to include Document custom fields:
Automatic Backup Service (ABS) MySQL Import File UTF-8 Option Create MySQL import files with a default UTF-8 character set. You can now set the default CHARSET for your ABS MySQL import files to "UTF-8". When setting up the ABS import file options, select the "MySQL import file" and "UTF-8" options. To configure the ABS, go to Administration > Global Settings > Account > Automatic Backup Service. Automatic Backup Service (ABS) MySQL Import File "Apply Relationships" Option Create MySQL import files with relationships between tables. When setting up the ABS import file options, select the "MySQL import file" and "Apply relationships" options. When your ABS import files are created, the table relationships will be added to the file. To apply table relationships, the MySQL Import file contains statements to:
Lock Key Columns in Outline, Gantt View, and Booking Planner Keep important columns in view while scrolling in Outline View, Gantt View, and Booking Planner. The following columns are locked in place:
New Guide A new NetSuite OpenAir Performance Tuning guide is now available in SuiteAnswers (search for "User Guides") with tips for maximizing your OpenAir performance. ReportingNew Filters and Subtotals in Tabular and Summary Reports Further customize your reports with new filters and get greater perspective with more subtotals. You can now add "Manager" and "Project Active" subtotal fields in summary reports. In addition, "Manager" and "Project Active" can be used as filters in Crosstabbed and Summary reports. You can also filter detail and summary reports by task classification. This filter allows you to display data based on selected tasks, phases, or milestones. These filters are available in all reporting tools. ResourcesResource Compare View Use the new Resource Compare View to compare resources at a glance and better manage large pools of resources! There are three ways to add resources to the Resource Compare View:
Note: The Resource Compare View has a default limit of 50 resources which can be compared at one time. To increase this limit, go to Administration > Application Settings > Resources Settings > Resource compare view options and enter a new maximum value in the "Maximum number of resources to display in Resource Compare View" text field. This text field accepts any number values up to 200. To open to the Compare View, click the "Compare View" button in the "Resource comparison" window or go to Resources > Compare view. In the Compare View, add resources to compare by clicking the "Add Resource" button and selecting them from a multi-select list. Left click on an unselected resource name in the list, and they will be added to the Comparison table. Left click a selected resource to remove it from the comparison. To filter resources based on their availability, click the icon next to the "Resource availability" field and enter or select start and end dates. Compared resources are shown side-by-side in the Comparison table. Rearrange the resources in the Comparison table by dragging them to new positions on the table. To remove a resource from the Comparison table, click the icon in the top right corner of that resource's card. To remove all resource from the comparison, click the icon and select "Remove all resources". By default, resources' rates are hidden in the Resource Compare View. To display each resource's rates in the header of the resource cards, go to Administration > Application Settings > Resources Settings > Resource compare view options and select the "Display employees' rate" option under Header settings. To hide skills categories such as Product knowledge or Tech skills, click the icon near the category title. Click the icon next to category title to expand that list of attributes. The numbers next to the category title indicate how many attributes are in that category. As you scroll down the category skills category list, the resource name headers remain in view. The Demographics category includes standard fields, and can be further customized in Administration > Application Settings > Resources Settings > Resource compare view options. Here you can choose to include or exclude custom fields and some standard fields. To enable this feature, add the "Modify Resource Compare View options" role permission to all roles which you want to access it. To set a favorite skill, click the icon next to the skill or attribute. Selecting a favorite category moves that category to the top of the Comparison table in its own "Favorite parameters" row. This category remains visible even if you add or remove resources from the table. Point to a Resource name in the header to open a QuickView window with details for the resource and links to perform resource-related actions. Lastly, to book a resource from the Comparison table, click the "Create Booking" button, which opens a "New booking" form. From here, enter all of the booking's details. When the New Booking form first opens, the booking dates are based on the "Resource availability" dates set in the Comparison table, but can be changed when entering the booking information in the form. To use this feature, your account must have access to the Resource module. In addition, non-administrators can access this feature if they have access to the Resource module and have been assigned the "Enable Resource Compare View" role permission. To use the QuickViews described here, please ask NetSuite OpenAir Support to enable the QuickViews feature. Resource Demand Request (RDR) Changes A wealth of new RDR features help you find the right resources. Create new Resource Demand Requests queues quickly and easily using the new action column. This column appears in Resource Requests. This option duplicates the Resource Demand Request which you clicked the Action column icon for, so you can keep the fields you want and change the ones you don't. When using search and propose, you can customize the results list to include additional columns to distinguish your resources. To customize the list, click the Cog icon and select "Customize employee details." In this menu, you can also download the search results, and select which information is included in the download file. RDR queues can no longer be finalized if the availability hours or percentage is set to 0. To enable this, please contact NetSuite OpenAir Support and request the "Resource Request Queues Require Base Criteria and Availability" feature. The booking type specified on a Resource Demand Request is now visible on the RDR queue as a read-only field. It is now also possible to duplicate multiple RDR queues at one time using the Bulk actions drop down list in a Resource Demand Request. When you duplicate a queue within an RDR, the "Percentage fulfilled" value is recalculated. Role Field in Resources List View See your resources' role at a glance! You can now use the "Role" field in Resources List View. Navigate to Resources > All, click the Cog icon, and click Customize List View. From here you can add the "Resource – Role" field to your list view. Only users who have roles which allow them to view other resources' roles can see this field in Resources List View. More Advanced Resource Booking Worksheet Use a more streamlined, detailed, and visually-appealing worksheet to create and manage your bookings! A new and improved version of the Resource Booking Worksheet is now available to help you create and manage bookings more efficiently than ever. The new Worksheet has the following features:
The Resource Booking Worksheet appears as a table with each resource listed in the leftmost column. Point to a resource name to open a QuickView window with various booking-related actions you can perform. You can expand each resource's worksheet rows by clicking the icon next to their name, or collapse the details by clicking the icon. To edit a worksheet row, click the cells which you would like to change and enter or select your changes. For example, click a booking type cell to change the booking type from "Open" to "Pending" for that booking. To change a worksheet row's Client and Project, click a client and project in the Client : Project column to open a drop-down list where you can select different projects. Use the "Find more…" option to perform a search for a specific client or project. The Bookings column shows the total number of visible bookings for a resource or per each worksheet row. To see which bookings are visible in the row and their status, click the worksheet row's bookings cell link. Each period cell contains a colored bar along the top to indicate the resource's utilization. The colored utilization bars use the same color scheme as in the Booking Planner. Note: Utilization over 100% is always colored red. In addition, period cells may contain a triangular icon with more information.
Click the triangular icon to open a dialog with details about the bookings within that period cell. Point to the booking name in the dialog to open a booking QuickView. Click the edit icon in the dialog to add or edit a note for the booking. Adding, editing, and deleting bookings is quick and easy. Click the icon to open a dialog box where you can Add a new worksheet row for the resource, copy worksheet row, or delete a booking row. Click "Add resource" to select and add unlisted resources to the top of the worksheet alphabetically and with one empty row. Resources are added to the top of the worksheet with an empty worksheet row. When you save the worksheet, the resources are sorted alphabetically. Note: If a resource was booked but did not appear on the worksheet because an applied filter hid them, their name will appear in the "Add resource" list. When you add these resources, define the worksheet row, save the changes, and refresh the page, they will be immediately filtered out from the worksheet. Select a date range to display using the date selector at the top of the worksheet. You can also choose to display and enter bookings per time period as a percentage of utilization or number of hours. A filter indicator at the top of the worksheet shows how many filters you currently have applied. Click the indicator to open a tooltip with a description of the filters. The worksheet respects switch settings which prevent you from editing period cells which contain submitted bookings. The Save button saves all modified data on the page. Save and submit submits all visible Open bookings to the next booking approval workflow status. You can edit settings for the Resource Booking Worksheet by clicking the icon. New Contextual Menu in Booking Planner Editing your bookings in Booking Planner just got a lot easier! A new icon has been added to the Booking Planner Outline. When you click this icon, a context-sensitive menu opens which allows you to add new bookings, clone existing bookings, or delete bookings. In addition, pointing to a booking bar in the Booking Planner Chart also opens a context-sensitive menu. InvoicesInclude "Time Entry Payroll Type" in Invoices Add the time entry payroll type to your invoices, and group invoices based on payroll type. To include the time entry payroll type in your invoices, go to Administration > Application Settings > Invoices Settings > Invoice layouts > [Select an Invoice Layout] and go to the Invoice columns or Invoice groupings sections. Set Credit Invoice Date When Creating Invoices for Credit/Rebill Apply credit invoices to the right period with the ability to enter an invoice date when you create the credit invoice. A new setting allows Administrators to set an "Invoice credit date" as either the date from the original invoice or today's date (the default option). This date is visible on credit invoices, and can be edited until the credit invoice is approved. To set the Credit Invoice Date, navigate to Administration > Application Settings > Invoices Settings > Invoice credit date. Increased Precision for Percent Complete Revenue Recognition Transactions New rounding logic for Percent Complete revenue recognition transactions improves the precision of the recognition calculation. Percent Complete revenue calculations now perform rounding only on the last step of the calculation, which significantly reduces the chance of rounding errors. Revenue Recognition Projections Prioritize Logged Time Over Booked Time Use your employees' and contractors' actual logged time instead of their booked time when logged time exists! When you enable this feature, your revenue recognition and charge projections use your resources' actual logged time and disregards booked time for the same resource in the same period. If a resource hasn't logged any actual time in OpenAir, the revenue recognition projection uses the booking for its calculations instead. To enable this setting, contact NetSuite OpenAir Support and ask them to enable the "Ignore Booked Hours If Worked or Approved Hours Are Logged" feature. Then, go to Administration > Application settings > Projects settings > Charge Projections and select either the "Approved and booked hours (ignore booked hours if worked or approved hours are logged)" or the "Worked and booked hours (ignore booked hours if worked or approved hours are logged)" option. ProjectsProject Status Summary (PSS) Produce an easy-to-read project status page summarizing important project progress data. The Project Status Summary is customizable, and can be populated with information critical to your company internally or your clients externally. There are three ways to navigate to the PSS:
Below the header, you can add a series of customizable portlets which show information on tasks, task assignments, bookings, and other project- and task-related information. To edit the layout and portlets in the PSS, click the icon and click "Edit". This opens an editable version of the PSS, where you can edit portlets, drag portlets to new locations, or delete portlets. Add items to a portlet by clicking on the icon. A list of fields appears, and clicking on fields highlighted in blue, such as a Client name or Resource name, opens the Form for that data where you can make changes. In the PSS' Edit view, each project portlet has an icon. Click this icon to modify the label or description of the portlet, and select whether the portlet is visible in Client View or not. Dynamic portlets such as the Bookings portlet also allow you to set primary, secondary, and tertiary sorting criteria or filters for the individual information cards which they display. To edit an item within a dynamic portlet, point to the item's header, click the icon, and click "Edit". The Edit item dialog allows you to change the title from the default content field name, and enter or select a subtitle. The Content and Footnote sections show the values of defined fields. From this dialog, you can also select if the specific item is visible to clients who have access to the dynamic portlet, and you can limit the item's visibility by roles. To save your changes in Edit mode, click "Save". To exit the PSS' edit mode, click the icon and click "Exit Editing". To print a PSS, click the icon and click "Print". Dynamic portlets which use scrollbars are expanded for printing. You can also download a PSS or share it via email when printed to a PDF file. The PSS can display project status messages which are entered in a text box within the project properties form. To enable this feature, please contact NetSuite OpenAir Support and ask them to enable the Project Status Summaries feature. Once this feature has been enabled for your account, you will need to assign View or Edit permissions to your roles. The available role settings are:
Budget Agreements Panel Find all of your projects' agreements or customer purchase orders in one place on the new Budget Agreements Panel! The new Agreements panel has been added to the Project Budget interface as a tab on the left side of the budget window. Each agreement affecting your project is displayed here, including their name, total agreement amount, planned usage, and remaining agreement funds. Billing budget entries are deducted from agreements in chronological order. Create and Edit Project Contacts Directly from the Properties Page It's easier than ever to add or edit contact information while working in your project's properties! With the new project contact section on the Project Properties page, you can easily create or edit the contact information for the project. Click the > Create link to open a New Contact form, or the > Edit link to edit the currently selected contact's form. Allow Users to Un-approve Budgets Give selected users the power to un-approve budgets. To enable this feature for a user, go to Administration > Global Settings > Users > Employees > [Select a user ID], scroll to Projects Options, select the "Allow the employee to un-approve a project budget" option, and click Save. To un-approve a budget, go to Projects > Projects > [Select a project] > Project budgets > [Select an approved project budget] > click the edit icon, and click Submit/Approve. In the Approval History screen, click the "Click here" link in the un-approve message to un-approve the budget. Exclude Non-Billable Tasks from Billing in Project Budgets Budget more accurately by excluding non-billable tasks from your billing plans. Tasks can be marked as "Non-billable" in the task properties form. When viewing your budget in Actuals, the Budget Grid, or Compare View, non-billable tasks are marked with grey icons. The Profitability, Billing Rate, and Total billing for these tasks will always be " – ". These tasks will not enter into billing calculations. Filter Billing Rules by Employee Custom Fields Create more specific billing rules by filtering billings by employee custom fields. The following billing rules can be filtered by custom field:
To change an employee custom field billing rule filter, click the > Edit link next to the filter and make your changes. To delete an employee custom field billing rule filter, click the > Edit link next to the filter, and clear all items from the "Selected" column. PlatformNew Unapprove XML Command Use a new "unapprove" XML command to revert wrongly approved envelopes, invoices, or timesheets. "Unapprove" in XML follows the same pattern as the "Approve" and "Reject" XML commands. See the NetSuite Open Air XML API User Guide for details. New Approve, Reject, and Unapprove SOAP Methods The SOAP API has been expanded to include approval methods which further bring the SOAP API in line with the XML API. The new methods are:
See the NetSuite OpenAir SOAP API Guide for details. New Approvals NSOA.wsapi User Scripting Functions Four new NSOA.wsapi functions to approve, reject, submit, and un-approve timesheets, invoices, and expense reports have also been added for use in scripting.
For each submission, approval, rejection, or unapproval, first create an approval object, prepare the record for submission, define an array of submit requests, and pass the requests through the new approval function. See the NetSuite OpenAir User Scripting Guide for details. NetSuite ConnectorPurchase Requisitions Workflow Initiate purchase requisitions in OpenAir and send them to NetSuite for fulfillment! Purchase Requests and Request Items can be integrated from OpenAir to NetSuite. You can also create a purchase request in OpenAir even if you do not know the exact price or vendor name, which can be entered in NetSuite by your requisitions team. OpenAir purchase requests are integrated with and processed in NetSuite, and NetSuite purchase orders, purchase items, request items, and fulfillments can be integrated back to the project in OpenAir. This new workflow allows buyers to select or change the vendor or price, and to split or combine requisitions. In addition, buyers can set up automatic purchasing using preferred vendors and pricing. Users can mark multiple requests as exported or un-exported using bulk actions. Access to these bulk actions is controlled by assigning the following user settings to an employee:
You can also allow non-administrators to export their own purchase requests to NetSuite based on their role. First, go to Administration > Global Settings > Users > Roles and select a role which you would like to be able to export purchase requests. In the "Integration" section, select "Allow employee to export purchase requests to NetSuite". Once these features are enabled, you can add the Purchase request (Purchase requisition) chapter to your integration mappings. High-Frequency Real-Time Support Make multiple updates to the same record within a short period of time with High-Frequency Real-Time Support. When enabled, this feature guarantees that if additional updates are made to a record as it is being sent for real-time integration, the additional changes are also immediately integrated. To enable this feature, go to Administration > Global Settings > Account > Integration: NetSuite. In the NetSuite integration screen, click the Tips button and click "NetSuite integration admin". Enter your Integration Settings password and select the following options:
Note: Changing a record while it is being integrated in real-time may result in other records being re-integrated to guarantee the integration. Records which are re-integrated are shown in the integration log. Export Revenue Recognition Transactions to Advanced Revenue Management (ARM) Integrate revenue recognition transactions to NetSuite when using Advanced Revenue Management (ARM). When integrating Revenue Recognition transactions, NS/OA Connector first checks to ensure that the NetSuite “Revenue Recognition” switch is enabled before sending recognition transactions to NetSuite. However, when using NetSuite’s Advanced Revenue Management (ARM), the NetSuite Revenue Recognition switch must be disabled in NetSuite. This feature enables OpenAir to integrate revenue recognition transactions to NetSuite without performing this check. Import Taxes Applied to Exported OpenAir Credits Include tax amounts in OpenAir credit invoices which can then be passed to NetSuite credit memos. This feature supports two workflows in both the old and new NS Connector UI:
Integration Progress Indicator Monitor the status of your integration with NetSuite! Administrators can now access a "Show Progress" feature from the Tips button on the NetSuite Integration page. If an integration is running, the following information is given:
MobileiPhone v2.2 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. Here's what's new in version 2.2!
COMING SOON: Android v1.4 Take advantage of NetSuite OpenAir's new Android user interface! Android 1.4 brings all of the same great NetSuite OpenAir features along with several improvements, so you can get even more done on the go!
Service Changes Impacting InfrastructureEnd of support for IE10Effective October 15, 2016, NetSuite OpenAir will stop supporting Internet Explorer 10 (IE10). | ||||||||||||||||||||||||||||