2.4.0

Owned by Lou Dizon
Jul 19, 2022
3 min read

Staria INFlow Version 2.4.0 will be released on Jul 28, 2022.

 

Enhancements

INFlow Portal - Transaction Detailed View

Part of the release are the following enhancements to the transaction detailed view:

  • Performance improvement when viewing transaction details

Reduce the loading time when clicking the View l Edit link under the Pending Approval Transactions list.

  • View amortization details

The INFlow portal transaction view will support viewing amortization schedule details from the INFlow portal transaction view page.

  • Save and Approve

The user now will have an option to save and approve transactions simultaneously after modifying with a click of a button.

INFlow Accrual

  • INFlow Accrual - Next Generation

A new user interface to run INFlow accrual will be available. This will allow users to generate accrual entries. There are additional features that have been added compared to the legacy version.

Any future enhancements will be directed to this new feature.

Note: The previous scripts that create the accrual entry through script deployments are still supported.

INFlow Preferences

  • Inherit PO Lines - Variance

There is now an option to allow vendor bill creation even when there is a variance against the purchase order. To allow variances, select an account that will be used to record the difference between the purchase order and the vendor bill amount. The amount will be entered as a new expense line in the converted transaction.

Bug Fixes

INFlow Preferences

  • Approval Notes Mandatory Validation

    • When the user approves a bill in transaction detail view, when Make Approval Notes Mandatory preference is enabled in the INFlow preference, the user is now prevented when the approval notes field is blank.

    • The General preference INFLOW: MAKE APPROVAL NOTES MANDATORY found in Setup > Company > General Preferences > Custom Preferences > General has been deprecated.

      • This has been replaced by an INFlow preference MAKE APPROVAL NOTES MANDATORY. You will find this preference by navigating to INFlow > INFlow Configuration > [STA] Inflow Preferences. This change was made to make the preference more flexible if the NetSuite account has multiple subsidiaries that use INFlow.

 

  • Check Items before Item Receipt

    • On bill creation:

      • The workflow checks whether the transaction contains inventory and assembly items.

        • If Yes, it subsequently checks whether the items have already been received for the linked PO.

          • If Yes, it searches for the Approval Matrix where: (a) Stock Transaction = T and (b) Items Received for Stock PO = T

          • If No, it searches for the Approval Matrix where: (a) Stock Transaction = T and (b) Items Received for Stock PO = F

        • If No, it searches for the Approval Matrix where Stock Transaction = F.

    • On subsequent changes (approval/retrigger approval)

      • The workflow checks whether the transaction contains inventory and assembly items.

        • If Yes, it subsequently checks whether the items have already been received for the linked PO.

          • If Yes, it searches for the Approval Matrix where: (a) Stock Transaction = T and (b) Items Received for Stock PO = T

          • If No, it searches for the Approval Matrix where: (a) Stock Transaction = T and (b) Items Received for Stock PO = F

        • If No, it searches for the Approval Matrix where Stock Transaction = F.

  • INFlow Default Bill Expense Account = 'Based on Last Posting'

    • Fixed a defect that causes invalid items to be selected as the expense item when the following conditions are satisfied:

      • USE EXPENSE ITEMS INSTEAD OF ACCOUNTS FOR EXPENSE LINES = T

      • DEFAULT BILL EXPENSE ACCOUNT = 'Based on Last Posting'

      • The vendor of the e-document being converted:

        • does not have any previous transactions.

        • the latest transaction does not have any items

  • INFlow General Preference: ONLY PROCESS TRANSACTIONS FROM

    • The preference is now working correctly even when the date format in Company General Preference is different from the user’s date format preference.

Deprecation Notice

The legacy INFlow portal will be deprecated at the end of next quarter.

Users viewing the legacy INFlow portal page will get a notification message with information regarding the deprecation.

 

For questions or concerns, please get in touch with support@staria.com.