2.3.0

Release Summary

Staria INFlow Version 2.3.0 will be released on 22-03-2022.

Enhancements

Dynamic Sorting on Pending Approval Transactions

• When using the INFlow portal transaction lists, the users now have an option to select a column for sorting the list. The sorting is now applied to all transactions from the first page up to the last. There is now an option to sort it by ascending or descending order. The date columns will be treated as such when being sorted.

Asynchronous transaction processing

• With the previous versions, when the user approves the transaction from the portal, it runs the entire process of approval and update on the transaction. No further actions can be taken, e.g., approving next transaction. On this version, the approval process will run in the background after user clicks the approve (or reject) button. The user may go to the next (or previous) transaction without waiting for the previous transaction to be updated.

• This is implemented for the Approve Next and Reject Next buttons. Processing time using this buttons improved by 50%.

Dynamic Transaction Header Field Mapping for E-document conversion

• INFlow conversion now supports the population of Netsuite Fields mapped to custom XML elements if the XML file has the data for it. (e.g.: custom tax point date field).

• Setup instructions:https://staria.atlassian.net/wiki/spaces/SFI/pages/902496261

Minor Enhancements

• Renamed Approve and Return to Current Approvers button for the Additional Approver.

  • When you are assigned as an additional approver for a transaction, you were supposed to click the “Approve and Return to Current Approvers” button to approve the transaction. This button has been removed. You will now see the “Approve” button. This change was done to avoid confusion and improve the user experience.

• Employee Record level permission to See All Bills.

  • [STA] ACCESSIBLE SUBSIDIARIES FOR APPROVAL HISTORY - This is a new preference that allows administrators to set an employee level preference which determines transactions displayed in the approval history list of the employee. If subsidiaries are selected from the list, the approval history of transactions under selected subsidiaries will be visible to the user. If none are selected, only the approval history of transactions approved by the user will be visible.

• Approve History Notes has been upgraded to display historical approval messages.

  • The Approval History record will now store the approval or rejection note in the approval notes for each approval step.

  • The role of the approver is now stored in the role field.

  • The Approval History subtab now displays the following fields:

    • Date Created

    • Approver

    • Action

    • Approval Notes

    • Approval Matrix

    • Role

• Vendor Related Transactions Sublist

  • A sublist will be added in the [STA] INFlow Vendor Bill and [STA] INFlow Vendor Credit that will show all the related bills and credit under the same vendor.

• Default values for the following fields when creating a new INFlow Preference record has been updated:

  • Move Transaction Date When = Period is A/P Locked

  • Move Transaction Date To = First Day of Current Period

• When multiple mass approval has been triggered and they exceeded the number of the currently available deployments, new deployments will be created automatically.

Bug Fixes

• Fixed a defect that causes e-document conversion to set the incorrect transaction date. The date of conversion was being set instead of the start date of the period. This defect was reproducible when the transaction date falls within a newly created period. Newly created periods where the period close checklist has not been generated by NetSuite yet. The bug has been fixed and the transaction date is now correctly being set based on the related INFlow preferences:

  MOVE TRANSACTION DATE WHEN

  MOVE TRANSACTION DATE TO