Bug Fix

FlowAP Conversion

• Subsidiary lookup criteria:

  • The new maximum number of Subsidiary Lookup Criteria is 8

  • Added new Default Subsdiary Lookup Criteria: only /cac:PartyIdentification/cbc:ID element with attribute schemeID=”VAT” in XML is prioritized. Other /cac:PartyIdentification/cbc:ID elements in XML (with other schemeID attributes or without schemeID attribute) will have a hierarchy depending on whichever exists first in XML.

• Vendor lookup criteria:

  • The new maximum number of Vendor Lookup Criteria is 11

  • Added new Default Vendor Lookup Criteria, /cac:PartyIdentification/cbc:ID element lookup hierarchy:
    1. with attribute schemeID=”VAT” in XML
    2. with attribute schemeID=”ISO6523” in XML
    3. other /cac:PartyIdentification/cbc:ID elements in XML (with other schemeID attributes or without schemeID attribute) depending on whichever exists first in XML.

FlowAP Template

• Added taxamount_total to the FlowAP Templates Transaction Mapping

• Fixed Invalid Date Value error encountered when Converting FlowAP Documents related to Vendor Bill for Vendor Credit and Purchase Order for Vendor Bill.

• Fixed empty memo line level field for unidentified items posted as expense, the following value is now set for the memo: <tax percent> | Item ID - Item Name.

  • For Post Single Bill Line - Expense Item, the rate is always set to 0 to cover discount items limitation. The amount is mapped from the XML. 'Transaction Total' added to the memo

FlowAP Approval

• The result of 3-way matching for mixed items (stock and non-stock) in Bill lines is always “discrepancy within limits = F”. This is because Flow 3-way matching does not support mixed item types.

FlowAP Portal

• Updated the default Flow Portal detailed view form configuration.

  • Default forms show {custbody_sta_flowap_pdf} to display the PDF.

• Updated default NetSuite transaction forms

  • Transaction forms included in the bundle now show {custbody_sta_flowap_pdf}.

Bundle Installation Script

• N/A

SuiteApp Bundle Update Instructions / Notes

For accounts where FlowAP 3.0 or later has already been installed:

1. Update the Default FlowAP General Preferences record.

• The Subsidiary Lookup criteria for the Default FlowAP General Preferences record must be manually updated if needed to include the additional lookup criteria

  • The default Subsidiary Lookup criteria can be found as a default field value when creating a new FlowAP General Preferences record. Admins can copy this value and replace the criteria in the already created default preferences.

2. Update the Default FlowAP Template record.

• The Vendor Lookup criteria for the Default FlowAP Template record must be manually updated if needed to include the additional lookup criteria

  • The default Vendor Lookup criteria can be found as a default field value when creating a new FlowAP Template record. Admins can copy this value and replace the criteria in the already created default template.

• The Transaction Mapping for the Default FlowAP Template record must be manually updated to add the taxamount_total mapping.

  • The default Transaction Mapping can be found as a default field value when creating a new FlowAP Template record. Admins can copy this value and replace the mapping in the already created default template.

For all accounts:

1. Update the FlowAP portal form configuration.

• Need to add the pdf field for FlowAP portal form configuration records for the default forms (If the account is using customized forms, those will be updated as well.)
  Steps:

  • Navigate to FlowAP> FlowAP Portal Form Config> [STA] FlowAP Portal Form Configuration

  • Select the existing [STA] FlowAP Portal Form Configuration to update

  • Under Inflow Portal Line Fields> Open the existing pdf body field in view mode (Name: Invoice PDF)

  • In the [STA] FlowAP Portal Body Field record> Hover on Actions> Select Make Copy

  • In the new record, update the following fields:

    • Label = Invoice PDF

    • Body Field Source = custbody_sta_flowap_pdf

  • Save the record