October 15, 2016


Overview


Global


Improved 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 ...

Reporting


New Filters and Subtotals in Tabular and Summary Reports
Further customize your reports with new filters and get greater perspective with more subtotals.

Details ...

Resources


Resource 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 ...

Invoices


Include "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 ...

Projects


Project 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 ...

Platform


New 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 Connector


Purchase 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 ...

Mobile


iPhone 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 Infrastructure


End of support for IE10
Effective October 15, 2016 NetSuite OpenAir will stop supporting Internet Explorer 10 (IE10).

Details ...



Details


Global


Improved 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.

Improved Selector For List View Customization



Create Custom Form Layouts

Customize form layouts and apply them by role!

Rearrange Fieldson Form Layout



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.

Rearrange Fieldson Form Layout



Select multiple fields can be selected and moved together. Dividers can also be moved and selected, and items can be moved between dividers.

Rearrange Fieldson Form Layout



Compound objects with individual access settings are moved together as a block.

Rearrange Fieldson Form Layout



Manage all of your custom form layouts by going to Administration > Customization > [Select a form] > Fields order.

Rearrange Fieldson Form Layout



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:
  • Workspaces > Documents > All
  • Workspaces > Documents > Search
  • Workspaces > Workspaces > Search
  • Workspaces > [Choose a workspace] > Search
  • Workspaces > [Choose a workspace] > Documents


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 MySQL Import File UTF8 Option



Automatic Backup Service (ABS) MySQL Import File "Apply Relationships" Option

Create MySQL import files with relationships between tables.

Automatic Backup Service MySQL Import File Apply Relationships Option



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.

Automatic Backup Service MySQL Import File Apply Relationships Option



To apply table relationships, the MySQL Import file contains statements to:
  • Change the storage engine to "InnoDB"
  • Change foreign key columns to allow null values
  • Set "0"s in foreign keys to null values
To configure the ABS, go to Administration > Global Settings > Account > Automatic Backup Service.


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:
  • Phases/Tasks column in Outline, Gantt, or Task View
  • Resource/Booking column in the Resource tab of Booking Planner
  • Client/Project/Task column in the Client tab of Booking Planner
When you scroll horizontally in these views, these columns remain in position on the left side of the screen.


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.

New Guide



Up

Reporting


New 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.

New Filtersand Subtotals In Tabular 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.

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Resources


Resource Compare View

Use the new Resource Compare View to compare resources at a glance and better manage large pools of resources!

Resource Compare View



There are three ways to add resources to the Resource Compare View:
  • Point to any field which opens a resource QuickView, and click "Add to compare".
  • In any list view which shows resources, the Resource Request Queue "Search and Propose" screen, or in Custom Search results, select the checkbox in the Bulk actions column next to each resource to add to the Compare View, then click the "Bulk actions" or "Select…" dropdown list and click "Add to compare".
  • In the Resource Compare View, click the "Add Resource" button.
As you add resources to compare, the counter on the left sidebar changes to indicate how many resources are in the Resource Compare View. Click this counter to open the "Resource comparison" window, which shows the resources you will compare. To remove resources from this list (and the Resource Compare View), click the Resource Compare View Remove icon next to the resource's name.

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.

Resource Compare View Preview



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 Resource Compare View Remove icon in the top right corner of that resource's card. To remove all resource from the comparison, click the Resource Compare View Menu icon and select "Remove all resources".

Resource Compare View Drag and Drop



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 Resource Compare View Collapse icon near the category title. Click the Resource Compare View Expand 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 Resource Compare View Favorites 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.

Resource Compare View Favorites



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.

Resource Demand Request Changes



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.

Resource Demand Request Changes



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.

Resource Demand Request Changes



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.

Resource Demand Request Changes



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.

Role 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:
  • Bookings appear under each resource.
  • See resource utilization at a glance. Green, yellow, and red color-coded cells highlight underutilized, fully utilized, and overutilized resources.
  • Point to a resource's name to open a resource QuickView.
  • Display and edit booking information in daily, weekly, monthly, or many other more time periods.
  • Drill down to greater levels of detail.
  • Filter the worksheet by department, job code, project, or skills.
To enable the new Resource Booking Worksheet, please contact NetSuite OpenAir Support and request the Advanced Booking Worksheet feature. This feature also requires the Resource Planner feature. The Advanced Booking Worksheet also requires role permissions for roles which will use the worksheet:
  • View and modify bookings
  • View resource planner
Once these features are enabled, navigate to Resources > Bookings > Worksheet.

More Advanced Booking Worksheet



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 More Advanced Booking Worksheet icon next to their name, or collapse the details by clicking the More Advanced Booking Worksheet icon.

More Advanced Booking Worksheet



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.

More Advanced Booking Worksheet



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.

More Advanced Booking Worksheet


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.
  • Green icon – Cell includes a note
  • Yellow icon – Cell includes multiple consolidated bookings
  • Grey icon – There is one booking with no note
Note: Consolidated booking by day totals in each cell are hard-coded. Multiple bookings may be totaled in each period cell, and bookings may be reconfigured or created when any change is submitted.

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.

More Advanced Booking Worksheet



Adding, editing, and deleting bookings is quick and easy. Click the More Advanced Booking Worksheet 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.

More Advanced Booking Worksheet



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.

More Advanced Booking Worksheet



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.

More Advanced Booking Worksheet



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 More Advanced Booking Worksheet icon.


New Contextual Menu in Booking Planner

Editing your bookings in Booking Planner just got a lot easier!

A new New Contextual Menu In Booking Planner Outline 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.

New Contextual Menu In Booking Planner Outline



Up

Invoices


Include "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.

Include Time Entry Payroll Type In Invoices



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.

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Projects


Project 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.

Project Status Summary



There are three ways to navigate to the PSS:
  • Point to any element which opens a project QuickView and click "Status summary".
  • In any project QuickView, click the Project Status Summary icon in the upper right corner.
  • Go to Projects > Projects and select a project. In the Project Dashboard, click the Project Status Summary icon next to the project name.
Each Project Status report can contain a header with basic information about the project. The default project header can be modified or deleted.

Project Status Summary



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.

Project Status Summary



To edit the layout and portlets in the PSS, click the Project Status Summary 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 Project Status Summary 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.

Project Status Summary



In the PSS' Edit view, each project portlet has an Project Status Summary 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.

Project Status Summary



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.

Project Status Summary



To edit an item within a dynamic portlet, point to the item's header, click the Project Status Summary 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.

Project Status Summary



To save your changes in Edit mode, click "Save". To exit the PSS' edit mode, click the Project Status Summary icon and click "Exit Editing".

To print a PSS, click the Project Status Summary 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.

Project Status Summary



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:
  • View Project status page
  • View and modify Project status page


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.

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!

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.

Create And Edit Project Contacts Directly From The Properties Page



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.

Allow Users To Unapprove Budgets



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:
  • Time billing rule
  • Expense item billing rule
  • Purchase item billing rule
To configure filters for billing rules, go to Projects > Projects > [select a project] > Financials > Billing > [select a billing rule]. In the "Billing rules filters" section, click the > Create link next to employee custom field which you would like to filter against.

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.

Filter Billing Rules By Employee Custom Fields



Up

Platform


New Unapprove XML Command

Use a new "unapprove" XML command to revert wrongly approved envelopes, invoices, or timesheets.

New Approvals API XML Command SOAP Methods And User Scripting Functions



"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:
  • approve
  • reject
  • unapprove
Use these new methods to call OpenAir entities such as envelopes, invoices, or timesheets which were submitted for approval. Each new method takes a request argument and returns a result in the same way as the submit method currently works.

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.
  • NSOA.wsapi.submit(submitRequest)
  • NSOA.wsapi.approve(approveRequest)
  • NSOA.wsapi.reject(rejectRequest)
  • NSOA.wsapi.unapprove(unapproveRequest)


New Approvals API XML Command SOAP Methods And User Scripting Functions



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.
Up

NetSuite Connector


Purchase 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.

Purchase Requisitions Workflow



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.

Purchase Requisitions Workflow



Users can mark multiple requests as exported or un-exported using bulk actions.

Purchase Requisitions Workflow



Access to these bulk actions is controlled by assigning the following user settings to an employee:
  • The employee can un-export purchase requests
  • The employee can mark purchase requests exported
Note: To enable this feature, contact NetSuite OpenAir Support and request the Enable NetSuite Purchase requisition integration for purchase requests switch.

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:
  • Enable NetSuite real-time integration
  • Enable high-frequency real-time support
Click Save.

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:
  • Crediting an existing invoice, for example, through OpenAir's Credit/Rebill feature
  • Creating a separate credit memo which is not linked to an invoice
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 option:
  • Import taxes applied to exported OA Credit (negative invoice) (Send OA Credit (negative invoice) as NS credit memo)
You must also select the "Import taxes applied to exported invoices" option in the Invoices (Invoices) chapter settings, and be sure that you have bundle 2851 version 1.36.


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:
  • Number of users finished
  • Number of clients running
  • Number of projects pending
The Show Progress feature also tells you if no integrations are currently running.

Integration Progress Indicator



Up

Mobile


iPhone 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!
  • Exchange rates can now be based on the date of the receipt
  • Payment type and receipt status are prepopulated with default values
  • The app now supports the "Require notes" project setting
  • The Time entry unit picker in Settings now uses the same values as the server

iPhonev22



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!
  • Improved synchronization – The app auto-synchronizes after 7 days without updates. If running in the background, the app asks if you want to sync after 5 minutes of inactivity. The Dashboard, list views, or time and expenses can be updated by swiping down. Adding or editing time and expenses syncs to OpenAir instantly if the app is online.
  • New user interface – OpenAir for Android has never looked better, utilizing a cleaner, more intuitive user interface.
  • Better timesheet navigation – timesheets display by week instead of month, and can be navigated by swiping.
  • Attach any image or document file type – attach what your company requires when adding files for expense reports or receipts.
  • Keep original filename for attached pictures
  • View PDF files in PDF viewer – you now have the option to open PDF files in any PDF viewer which is installed on your Android device
  • Exchange rates can now be based on the date of the receipt
  • Payment type and receipt status are prepopulated with default values
  • Support for custom pick list fields

COMING SOON Androidv14



Up

Service Changes Impacting Infrastructure

End of support for IE10

Effective October 15, 2016, NetSuite OpenAir will stop supporting Internet Explorer 10 (IE10).

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Log into NetSuite OpenAir today to experience these features and much more!