Customer-Focused Changes

Enhancements

• Recap of version 3.0.0 release notes.

  • FlowAP E-Document to NetSuite AP Transaction Conversion

  • How to Use the FlowAP Documents Portlet

• 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.

Bug Fix

• 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.

Technical Changes

Enhancements

• Recap on new custom records introduced for the new FlowAP document conversion architecture.

  • Staria FlowAP Template

  • Staria FlowAP General Setup

• 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.

  • Understanding the Date-Period Mismatch Conversion Behavior

• Implemented a hierarchy for sourcing the Default location used for converted transactions.

  • https://staria.atlassian.net/wiki/spaces/SIS/pages/edit-v2/1565753351?draftShareId=253908da-d8b2-45b8-b825-b74c6c05d4e3

• 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.

  • https://staria.atlassian.net/wiki/spaces/SFI/pages/edit-v2/1568931841?draftShareId=143418ae-9fb3-4a40-a37f-67dcd23519db

• Enhanced subsidiary and vendor lookup criteria by adding an ‘operator’ parameter. The operator parameter can be set to ‘contains' or 'is’.

  • https://staria.atlassian.net/wiki/spaces/SIS/pages/1318354945/Understanding+Vendor+related+configuration+for+FlowAP+conversion#Vendor-Lookup-Criteria

  • https://staria.atlassian.net/wiki/spaces/SIS/pages/1196261377/Staria+FlowAP+Template#Vendor-Lookup-Criteria

• 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.

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.

  • FlowAP E-Document to NetSuite AP Transaction Conversion

• Added default tax lookup table support for expense lines.

SuiteApp Bundle Update Instructions / Notes

• Replace the inbound e-document dashboard portlet with the FlowAP Dashboard portlet: How to Use the FlowAP Documents Portlet

• For more information or if you need any assistance, contact us at support@staria.com.

Patches Consolidated in this release

• N/A