Table of Contents
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Available as of Date |
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All FlowAP customers will be transitioned into using the new FlowAP conversion architecture in this minor release. |
Customer-Focused Changes
Enhancements
Recap of version 3.0.0 release notes.
This version introduces the new PDF Preview Split View for full access NetSuite UI, replacing the floating PDF preview.
Flow Gateway monitor replaces the INFlow monitor. This is used to monitor the status of documents in the Flow Gateway processes.
FlowAP Document Status will be set to “DUPLICATE REFERENCE NUMBER” instead of FAILED when the reference number for the transaction already exists in NetSuite.
Users can now access the most updated FlowAP documentation by navigating to FlowAP > FlowAP Documentation
User Guides
Troubleshooting Articles
How to Articles
Bug Fix
The following FlowAP Document fields can now be used to override XML data. These can be used to resolve failed e-document conversions (Reference Number, PO/Bill Reference Number, Subsidiary, Vendor, Transaction Date).
The “FlowAP Document is currently in progress for data parsing/conversion” status banner now functions correctly. It will only be displayed when the FlowAP document is in the script processing queue.
Corrections were implemented to fix the missing close button on FlowAP documents in Failed or Incomplete status.
Required Actions for the End user
To continue monitoring the status of AP e-documents for conversion after your account has been transitioned to the new conversion architecture, you are required to update your dashboard portlet in use. You can find the instructions in this page:
To continue the display of the PDF preview (split view) for full access roles on transactions that are created manually, users need to upload the PDF to the [STA] FlowAP PDF {custbody_sta_flowap_pdf} field instead of the file attachment sublist of the transaction.
Technical Changes
Enhancements
Recap on new custom records introduced for the new FlowAP document conversion architecture.
Improved audit trail message when a user cancels a FlowAP document that is already submitted to the script queue for processing.
Transaction Date validation and automation functionality have been improved and extended to the FlowAP approval process.
Implemented a hierarchy for sourcing the Default location used for converted transactions.
Improved conversion performance by only searching related transactions of the same vendor when converting transactions with linked purchase orders (for vendor bills) or vendor bills (for vendor credits).
Enhanced converted transaction’s currency lookup hierarchy.
Enhanced subsidiary and vendor lookup criteria by adding an ‘operator’ parameter. The operator parameter can be set to ‘contains' or 'is’.
Added transaction billing country default in data parsing. If the XML’s billing country is empty, the vendor’s billing country will be used.
Memorized transactions are now excluded from FlowAP saved searches and transaction list views.
Added FlowAP Document audit trail log when a user with View level permission for the FlowAP Document record attempts to Process or Convert the document.
Bug Fix
Fixed a bug that allowed processing of vendor bill credit conversion even if EXCLUDE VENDOR CREDITS FROM BULK CONVERSION = T is configured in the FlowAP general setup.
Fixed a conversion issue. When the subsidiary lookup during conversion fails, it will proceed to run the vendor lookup. If a vendor is successfully found and the vendor has a single subsidiary, this subsidiary will be assigned to the converted transaction.
Added default tax lookup table support for expense lines.
Patches Consolidated in this release
N/A
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