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📣 Release Notes for CloudExtend Excel for NetSuite NextGen
📣 Release Notes for CloudExtend Excel for NetSuite NextGen

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Version History


Downloads and Documentation


Version: 9.2.2 (May 2024 Update)

Date: 6th May 2024

About this Release

This update applies to the CloudExtend Excel for NetSuite NextGen version only.

If you have not yet upgraded to the new NextGen version learn more about the new version and how to upgrade here.

With this release, the NextGen version would become the default for all users and you will have no longer see the older UI of login screen. You would get a notification from Microsoft when you load the add in on 6th May saying an update to the add in is available. Once you choose to Update, your add in would be updated to the latest version which would only have NextGen UIs. We have upgraded remaining accounts who had not upgraded still on May 4th, 2024. This upgrade referenced your current NetSuite email during migration. As long as you sign in to the new app with the same email, all of your data and templates will be there.

What’s New in this Release

No new features have been added in this release

What Has Changed in this Release

Enhancements

No new enhancements have been added in this release.

Deprecations & Removals

The older version of CloudExtend Excel for NetSuite is now deprecated and NextGen version is the default in Microsoft store. You will see the below login screen by default from May 6.

You will get an update from Microsoft when you load the add in on 6th May mentioning that there is an update available and if you want to update the add in. You can go ahead and Update the add in. That would upgrade you to the NextGen version.

Majority of our customers are already on the NextGen version and the few customers who had not yet upgraded, we did the auto upgrade for them using their NetSuite email on May 4, 2024. If you still don't see your templates in the new version, please click on the chat ? icon in the app and reach out to CloudExtend support. We would help you to move your data to the new version.


Version: 9.2.1 (May 2024 Update)

Date: 2nd May 2024

About this Release

This update applies to the CloudExtend Excel for NetSuite NextGen version only.

If you have not yet upgraded to the new NextGen version learn more about the new version and how to upgrade here.

The latest version of CloudExtend Excel for NetSuite NextGen(v9.2.1) includes an enhancement to connection that would allow users to update existing connection. This enhancement would be useful for Analytics users who had their reports setup in one connection and later they wanted to update the connection and wanted their reports to be updated to point to new connection. This would also be useful when your connection becomes invalid due to token issue in NetSuite and you can quickly update it in the app itself. This release also includes fix for an issue where users were unable to refresh reports related to custom records in Analytics. This is fixed now. This release also includes fix for an issue where users were facing a timeout issue during Refresh in Analytics feature set. This is fixed now.

What’s New in this Release

No new features have been added in this release

What Has Changed in this Release

Enhancements

  • Ability to update connection

    With this release, you would now have an option to update your connection to point to a different role or you can update the connection when your existing connection becomes invalid due to token revoke in NetSuite.

    For Analytics users, this feature would be helpful in following cases:

    • Connection becoming inactive due to token revoked in NetSuite: If you had scheduled few searches in the app and later if someone revokes the NetSuite token created by CloudExtend connection, then all your scheduled searches would start failing with an error saying, "Invalid login attempt". In this case you can update your connection, connect to NetSuite account and all your searches would start working again.

    • Transfer searches pointing to one connection to another connection: If you had created reports using a test connection like a sandbox connection and now you want to setup the same reports in your Production account, all you have to do is update the existing connection and all reports would be updated to point to new connection. Note that in this case, you should be having the same searches in Production account as in Sandbox. Else the searches which are not present in Production would give an error with new connection.

      To Update connection, you can navigate to Left Menu and select Connections. Click on the 3 dots option on the connection card you want to update and select Update option.

      Once you click on Update, you will be asked to enter your NetSuite account number and login to your NetSuite account.

      Once you complete logging in with your NetSuite account, you will be shown a preview of scheduled saved searches belonging to this connection across all your workbooks as shown below.

      You can see a summary of all your scheduled saved search runs with the updated connection. If there is an error running the report using updated connection, you will see that in the Status column. Once you review all the searches, you can confirm your update. Once done, your connection would be updated and all your searches will now point to the updated connection.

Deprecations & Removals

No feature deprecations or removals in this release.

Fixed Issues:

  • Issue with Refreshing reports: There was an issue where users were getting a timeout error when they were trying to refresh some of the reports in Analytics.

    This is fixed now. Users should be able to refresh reports without any issue.

  • Issue with refreshing custom record reports: There was an issue with refreshing reports related to custom records in Analytics. If you had a saved search for any custom record in your NetSuite account and you were trying to refresh it using the Analytics app, you would get an error as shown below:

    This is fixed now. You will be able to refresh reports related to custom records in Analytics without any issue.

  • Issue with downloading date fields that are not in MM/DD/YYYY format: There was an issue with downloading date fields in reports of Analytics when your NetSuite was using a different format for date other than MM/DD/YYYY. Before this release, we used to advise users to apply this workaround for the date field values to be written properly to Excel sheet. This workaround is not required anymore. The data should be downloaded and displayed in correct format as in NetSuite and Excel would consider it as a date value.


Version: 9.2.0 (Apr 2024 Update)

Date: 15th April 2024

About this Release

This update applies to the CloudExtend Excel for NetSuite NextGen version only.

If you have not yet upgraded to the new NextGen version learn more about the new version and how to upgrade here.

The latest version of CloudExtend Excel for NetSuite NextGen(v9.2.0) includes an enhancement to Filters which would make them global. This means that you can now access your filters across workbooks, in different browsers and filters are no longer restricted to one workbook. As long as you are connected to same NetSuite account, filters should be available at all places for you to use. This release also includes the enhancement to delete unused filters. Now each filter will have an option to delete it. This release also includes fix for an issue where some users were facing an error while upload saying unexpected error occurred or another error saying filterBy is required. These issues are now fixed.

What’s New in this Release

No new features have been added in this release

What Has Changed in this Release

Enhancements

  • Filters are now global and not restricted to your workbook:

    Before this release, in the next gen app if you created a filter, you could use that filter only in the current workbook you are working on. If you created a new workbook or you switched browsers or your machine then you had to create the filters from scratch again. This is now changed. With this release, filters are global and they can be accessed at any location be it online or desktop or new machine or new workbook as long as you are connected to same NetSuite account.

    Note: Filters are shown corresponding to the record type selected. So, if you have selected a transaction record type like Sales Order, all Sales Order related filters would be visible. Similarly, if you have selected Contact record type, all contact related filters would be visible across your workbooks.

  • Ability to delete unused filters

    With this release, you now have the option to delete unused filters against each filter as shown below.

    Delete option is available when you hover over the filter. You will be shown a warning before proceeding with delete. Once deleted, this filter will no longer be available for use in CloudExtend. Any filters you no longer require can now be removed using this option.

Deprecations & Removals

No feature deprecations or removals in this release.

Fixed Issues:

  • Formatting not getting cleared after Reload operation: There was an issue where after you perform a reload operation, the formatting of the Reserved column was not getting cleared. This was causing confusion among users as they were not sure if the data was actually refreshed from NetSuite or not. This is fixed now.

  • Issue with uploads: There was an issue with uploads where some users were getting an error saying "CloudExtend ran into an unexpected error" while performing upload. This was happening when large amount of data was being copy pasted at once and there were many picklist fields with values in it. This is fixed now. Upload should happen without any issue.

  • Issue with uploading Estimates: There was an issue for some customers who did not have the bundle installed where they were unable to upload Estimates data and were getting an error as shown below:

This is fixed now. Users should be able to upload Estimates without any issue.


Version: 9.1.9 (Mar 2024 Update)

Date: 7th Mar 2024

About this Release

This update applies to the CloudExtend Excel for NetSuite NextGen version only.

If you have not yet upgraded to the new NextGen version learn more about the new version and how to upgrade here.

The latest version of CloudExtend Excel for NetSuite NextGen(v9.1.7) includes fix for an issue where users were unable to create or update records when external id field was added in the template. They were getting unexpected error while doing an upload. This is fixed now. This release also includes fix for an issue where if user had a number field formatted as text and they tried an upload it was failing with an error. This is fixed now.

What’s New in this Release

No new features have been added in this release

What Has Changed in this Release

No new enhancements have been added in this release

Deprecations & Removals

No feature deprecations or removals in this release.

Fixed Issues:

  • Issue with uploads when external id field is present: There was an issue where the upload of records was failing when external id field was added in the template and user tried to create and update. They were getting an error saying "An unexpected error has occurred" when they tried to upload. This is fixed now.

  • Issue with updating number fields formatted as text: There was an issue where the upload of records was failing with "An unexpected error has occurred" when there were some number type fields in their template but formatted as text probably when copy pasting data. For example: In Customer Payment template, Apply list sublist has Doc field which is number but when we copy paste the data from other sheet it might be written as text. In such cases when user tried to upload, the upload was failing with an error. This issue is fixed now.


Version: 9.1.8 (Jan 2024 Update)

Date: 25th Jan 2024

About this Release

This update applies to the CloudExtend Excel for NetSuite NextGen version only.

If you have not yet upgraded to the new NextGen version learn more about the new version and how to upgrade here.

The latest version of CloudExtend Excel for NetSuite NextGen(v9.1.7) includes fix for timeout issue while doing uploads that take longer than usual time within NetSuite. This release also includes fix for an issue where line level custom fields of Statistical Journal Entry record had an issue while doing upload. This is fixed now. There was also an issue with fetching account values in Customer Refund record. This is fixed now.

What’s New in this Release

No new features have been added in this release

What Has Changed in this Release

No new enhancements have been added in this release

Deprecations & Removals

No feature deprecations or removals in this release.

Fixed Issues:

  • Issue with uploads timing out: There was an issue where the upload of records was timing out and no response was written on the internal id cell. User didn't know if upload was completed or not inside NetSuite. This is fixed now. Even though the upload takes time in NetSuite, app would not time out and return internal ids of records on successful create/update.

  • Issue with updating custom fields on Statistical Journal Entry record: There was an issue with updating values for line level custom fields on Statistical Journal Entry record. This is fixed now.

  • Issue with fetching Account values for Customer Refund record: There was an issue with fetching Account picklist values for Customer Refund record. This is fixed now. You should be able to select Account from the picklist dropdown.


Version: 9.1.7 (Jan 2024 Update)

Date: 17th Jan 2024

About this Release

This update applies to the CloudExtend Excel for NetSuite NextGen version only.

If you have not yet upgraded to the new NextGen version learn more about the new version and how to upgrade here.

The latest version of CloudExtend Excel for NetSuite NextGen(v9.1.7) includes a fix for an issue with item options update and refresh in transaction records. This release also includes a change to default behaviour of selected records selection in Upload, Reload and Delete operations. The default option will now be selected rows instead of all rows. This release also includes a fix for an issue where if user had any pending burst mode uploads in old app, he was unable to Upgrade to new version. This is fixed now. Also, we advise users to complete the download of results of their completed burst mode uploads before upgrading as after Upgrade, users will not have an option to download the results of old app burst mode uploads.

What’s New in this Release

No new features have been added in this release

What Has Changed in this Release

  • Selected rows would be a default option for Upload, Reload and Delete operations:

    Previously, when user was trying to upload or delete or reload records, the default option in the add in was to do it for all records in the table. The toggle shown below was turned off by default. So, if user selected few records in Excel and clicked on Upload, Delete or Reload, all records were being submitted as that was the default. This behaviour is now changed. The default would be records from selected rows. And if user wants to upload all records in the table, he can just turn off the toggle so that all records in table are uploaded.

  • Make sure to complete burst mode uploads of old app before Upgrading:

    Once you have tried all the features of the new app and are ready to completely switch to the new app, please make sure that you download the results of all your completed burst mode uploads in old app. Because once you upgrade you will not be able to download the results of those burst mode uploads. In new version, results are auto downloaded for background uploads. You will see this on the consent window as well when you click on Upgrade either in old app or new app.

    Note: The timeline to upgrade to the new version is extended until February 10, 2024. Users that have not upgrade before will be automatically upgraded on February 12, 2024.

Deprecations & Removals

No feature deprecations or removals in this release.

Fixed Issues:

  • Issue with Item Options field in transaction records: There was an issue uploading values for Item Options field in transaction record. There was also an issue where we were not getting values of this field when download or reload was performed. This is fixed now. You should be able to work with Item Options field in transaction records.

    Note: Item Options fields of all types are supported except List/Record and Document. This was the same in previous version as well. There is an issue in getting values for such types of item option from NetSuite. We are evaluating workarounds for it.

  • Issue with Upgrading to new version if there were any pending burst mode uploads: There was an issue with upgrading to new version if user had any pending burst mode uploads in old app. This is fixed now. User can upgrade successfully without any issues. One important note here if you have any pending burst mode results that are yet to be downloaded, please make sure to download them before Upgrading, as you will not have an option to download them in new app. In new version we auto download the results once the background upload is completed.


Version: 9.1.6 (Jan 2024 Update)

Date: 9th Jan 2024

About this Release

This update applies to the CloudExtend Excel for NetSuite NextGen version only.

If you have not yet upgraded to the new NextGen version learn more about the new version and how to upgrade here.

What’s New in this Release

No new features have been added in this release

What Has Changed in this Release

  • Downloads should be faster on templates without sublist fields:

    Previously, when downloading records without sublist fields defined in the template, CloudExtend also unnecessarily fetched all sublist data in the background slowing down your downloads. With this release we only retrieve header-level fields when your template does not contain sublist fields resulting in faster data downloads.

  • Upgrade from within the app:

    Once you have tried all the features of the new app and are ready to completely switch to the new app, you can choose the Upgrade Now option on the home screen as shown below. Upon selecting it, you will be asked to login with your NetSuite account. Once you login with NetSuite email address, all your templates from the old app will be migrated to the new app and your upgrade will be complete.

    Note: The timeline to upgrade to the new version is extended until February 10, 2024. Users that have not upgrade before will be automatically upgraded on February 12, 2024.

Deprecations & Removals

No feature deprecations or removals in this release.

Fixed Issues:

  • Issue with creating Intercompany Journal Entry record with more than 1,000 lines: There was an issue creating Intercompany JE and Advanced Intercompany JE which had more than 1000 lines. Background upload would work if that was default but not real time upload. This is now fixed.

  • Issue with download when template has numerous fields: There was an issue with downloads failing for a template which had many fields in it. For ex: If you had around 20 fields in which most of them were sub list fields, the download operation was failing. This is fixed now.

  • Issue with incorrect data being downloaded: There was an issue where default values for fields were being written after download when those fields didn't have any value in NetSuite. For ex: If you had a field of type number in NetSuite which didn't have any value in NetSuite, on download the value for it was written as 0 in Excel. This is fixed now.

  • Issue with changes in column header not being detected immediately: There was an issue where changes in column header or any change to field id in Row 1 by a power user was not recognized immediately. User had to switch to another sheet and come back for further operations like download or upload to work. This is fixed now. Changes should be detected, and further operations should work seamlessly.

  • Issue with Reserved column resize when warning or error message is too long: There was an issue where the Reserved column would auto resize as per the length of error message or warning message we get from NetSuite after an operation. Many a times if the text was too long it would be an annoyance to user, and they would have to resize it themselves before proceeding.

    This is fixed now. The Reserved column would have a standard width and won't resize automatically based on the error or warning text.


Version: 9.1.5 (Jan 2024 Update)

Date: 3rd Jan 2024

About this Release

This update applies to the CloudExtend Excel for NetSuite NextGen version only.

If you have not yet migrated to the new NextGen version learn more about the new version and how to migrate here.

The latest version of CloudExtend Excel for NetSuite NextGen(v9.1.5) includes a fix for issue with picklist fields which had a metadata configuration setup to return all values but in the app the search function for picklist field was not working. This issue is fixed now. This release also includes a fix for issues where we were unable to get custom fields for Address Book in entity records like Contact, Customer etc and custom fields for Inventory Number record. We will be able to select custom fields for these records now without any issue. There was also an issue where some users were unable to load the Pre-built templates and they were getting an error when they didn't have the bundle installed. This is fixed now.

What’s New in this Release

No new features have been added in this release

What Has Changed in this Release

Enhancements

No feature enhancements in this release.

Deprecations & Removals

No feature deprecations or removals in this release.

Fixed Issues:

  • Issue with picklist search when picklist field had Metadata configuration setup: There was an issue with picklist fields that had Metadata configuration setup in their NetSuite account to return all the values in a given format. For ex: Account field in Advanced Intercompany Journal Entry can be configured to return all accounts but with Account Number appearing first in the label. For such fields the picklist search function was not working. This is fixed now.

  • Issue with custom fields not available for some records: There was an issue where custom fields defined for Address Book form in Contact or Customer record in NetSuite were not being shown in the app while building the template. This was also happening with Inventory Number record where custom fields were not visible. This is fixed now. You should be able to view and add all header and line level custom fields for these records.

  • Issue with Pre-built templates not loading: There was an issue where if user didn't have the bundle installed the Pre-built templates were not loading and giving an error. This is fixed now. Even though you don't have the bundle installed you should still be able to view Pre-built templates and try out the features of app.

    Note: We need bundle to detect if you work with subsidiaries or not. If you are seeing Pre-built templates without subsidiary fields, we recommend you install the bundle and verify it in the app.


Version: 9.1.4 (Dec 2023 Update)

Date: 21st Dec 2023

About this Release

This update applies to the CloudExtend Excel for NetSuite NextGen version only.

If you have not yet migrated to the new NextGen version learn more about the new version and how to migrate here.

The latest version of CloudExtend Excel for NetSuite NextGen(v9.1.4) includes a fix for issue with templates having special characters in the column labels. Because of this issue users were unable to upload data from the template and they were required to remove the characters manually. This issue is fixed now. Even if your column labels has special characters in them upload should work fine without any issues. This release also includes a fix for an issue where we were unable to get line level custom fields for Advanced Intercompany Journal Entry record. This is fixed as well.

What’s New in this Release

No new features have been added in this release

What Has Changed in this Release

Enhancements

No feature enhancements in this release.

Deprecations & Removals

No feature deprecations or removals in this release.

Fixed Issues:

  • Issue with templates having special characters in their column labels: There was an issue with templates that had special characters in the column labels like # or (. Because of this issue upload was failing due to an unexpected error. Users had to remove the characters manually and reload the app for it to work. This is not required now. Even though the template has special characters in it, the upload should work fine.

  • Issue with custom fields not available for Advanced Intercompany Journal Entry: There was an issue where line level custom fields defined for your Advanced Intercompany Journal Entry record in NetSuite were not being shown in the app while building the template. This is fixed now. You should be able to view and add all header and line level custom fields of Advanced Intercompany Journal Entry to the template and work with it.


Version: 9.1.3 (Dec 2023 Update)

Date: 8th Dec 2023

About this Release

This update applies to the CloudExtend Excel for NetSuite NextGen version only.

If you have not yet migrated to the new NextGen version learn more about the new version and how to migrate here.

The latest version of CloudExtend Excel for NetSuite NextGen(v9.1.3) includes a fix for Organization templates issue where if user shares a template with organization it was not visible to other users. This is fixed now. This release also includes fix for an issue where users were getting an error while upload when there was some data outside the table. This is also fixed now.

What’s New in this Release

No new features have been added in this release

What Has Changed in this Release

Enhancements

No feature enhancements in this release.

Deprecations & Removals

No feature deprecations or removals in this release.

Fixed Issues:

  • Issue with organization templates: There was an issue with organization templates where once you share a template with organization, it was not visible to other users. This is fixed now. You should be able to share templates with other users in your organization. To Learn more about Organization templates, click here.

  • Issue with upload when there was data outside the table: If user had some data outside the table and when he tried uploading the rows, he would get an error saying "CloudExtend ran into an unexpected error.". This is fixed now. Even if you have data outside the table, upload should still work.


Version: 9.1.2 (Nov 2023 Update)

Date: 9th Nov 2023

About this Release

This update applies to the CloudExtend Excel for NetSuite NextGen version only. The latest version of CloudExtend Excel for NetSuite NextGen(v9.1.2) includes ability to delete your templates. It also includes changes in trial flow for a new user trying our beta application without license. We have also added support to two new record types: Gift Certificate and Note record. It also includes a fix in Analytics feature where if a text field had leading zeroes in it they were being dropped when downloading results in table. This is fixed now.

What’s New in this Release

No new features have been added in this release

What Has Changed in this Release

Enhancements

  • Fresh look to the UI

    The app UI has a new and refreshed look with fonts and colors aligning with the CloudExtend brand.

Deprecations

No feature deprecations in this release.

Removals

No feature removals in this release.

Fixed Issues:

  • Issue with editing templates when there are custom fields in it: There was an issue with editing templates when there were custom fields in the template. The fields list was not visible when user clicked on edit template. This issue is fixed now. You should all the fields in the template while editing and save it.

  • Issue with data operations on table that had unbound columns: If user added a read only column or formula column in middle of CloudExtend table that has template fields, the data operations on that table were not working as expected. Upload was giving an error, Download and Refresh were not downloading data in correct columns. This is fixed now. You can add unbound or non CloudExtend column in the CloudExtend table and perform operations. It should work fine without any issues.


Version: 9.1.1 (Sept 2023 Update)

Date: 15th Sept 2023

About this Release

This update applies to the CloudExtend Excel for NetSuite Beta version only. The latest version of CloudExtend Excel for NetSuite Beta(v9.1.1) includes ability to delete your templates. It also includes changes in trial flow for a new user trying our beta application without license. We have also added support to two new record types: Gift Certificate and Note record. It also includes a fix in Analytics feature where if a text field had leading zeroes in it they were being dropped when downloading results in table. This is fixed now.

What’s New in this Release

No new features have been added in this release

What Has Changed in this Release

Enhancements

  • Ability to delete your templates

    You will now have an option to delete your template when you hover over the name and click on the 3 dot menu. You can remove any unwanted templates that you no longer need using this option. This delete would be a permanent delete and you won't be able to restore the template once deleted.

  • Changes to onboarding a new user

    As a new user of the beta application, if you are visiting the app for the first time, you will be asked to submit a form similar to the one seen on CloudExtend website. Once submitted you will be taken to the screen where you can get familiar with our Getting Started Guide and also check your trial status. Once your trial is setup by CloudExtend team, check trial status call would succeed and you will be taken to NetSuite Connection creation view.

  • Support for Gift Certificate record type:

    You will now be able to create Gift Certificate record via the transaction records Sales Order, Cash Sale and Invoice. Make sure to add the Gift Certificate related fields in your transaction template. Once done, Gift Certificate record would be created in NetSuite with a unique GC code. You can use the Gift Certificate template to update fields like email, expirationDate, message, name and sender. Following fields can not be updated: original amount and remaining amount. You cannot delete the Gift Certificate record as it is not supported by NetSuite. Download and refresh can be done.

  • Support for Note record type:

    You will now be able to add notes to your record types in NetSuite using the Note record type in the beta application. For ex: if you have to add Notes to Contact record, create a template for Note record type, fill in the details and select your relevant contact in Entity field and upload. You can download, delete and refresh the records as well.

Deprecations

No feature deprecations in this release.

Removals

No feature removals in this release.

Fixed Issues:

  • Issue with free form text fields with leading zeroes showing incorrect data on refresh using Analytics feature: There was an issue with free form text fields with leading zeroes when you refreshed the saved search containing such fields using Analytics. The leading zeroes were missed when writing data to the table showing incorrect data on the table. This is fixed now.


Version: 9.1.0 (July 2023 Update)

Date: 27th July 2023

About this Release

This update applies to the CloudExtend Excel for NetSuite Beta version only. The latest version of CloudExtend Excel for NetSuite Beta(v9.1.0) includes merging both the Excel applications CloudExtend is offering in one app providing users a unified experience (features for both apps are contingent on licensing all the features).

Users of our CloudExtend Analytics for NetSuite application can now access the Analytics application right from within the beta app. It also comes with multiple connections support for Analytics users unlike the current app where all their reports are bound to one connection and multiple connections are not supported. It also comes with support for new record types: Inventory Cost Revaluation and Manufacturing Cost Template record type. It also includes a fix for an issue with location list: location id field in Inventory item template showing blank values on downloading. This is now fixed. It also includes fix for an issue where we were unable to create a prospect record.

What’s New in this Release

  • Merging Data Management and Analytics features in Beta app:

    With this release, beta users will now have access to both Data Management and Analytics app in a single application provided they have licenses for both. They no longer must install separate applications, go through the setup, login and connect to NetSuite process in each of the apps. In the new app, users would just have to login with their Microsoft or Google account once and connect to NetSuite and they would have to access to both feature sets of Data Management and Analytics in single UI and they can seamlessly switch between the two and work with their NetSuite data.

    Note:

    If you are on an Analytics report and try to access Data Management features those features would be disabled. Users can, however, use the data downloaded by the Analytics app in a Data Management template to upload via Data Management. For more such tips on how to make the most of both the apps you can refer to this article.

  • Multiple connections support for Analytics users

    With this release, Analytics users will now be able to add multiple connections and run reports belonging to multiple connections in the same workbook. You no longer have to disconnect from current NetSuite account, stop the schedules to connect to a different NetSuite account. You can simply add a new connection and set it as active to work with that NetSuite account.

    Note: When you set a connection as Active that means you will be able to fetch saved searches of your active NetSuite connection while creating a report but if you want to manually refresh reports on your workbook belonging to different connections you can do that.

    Note: The transfer ownership feature of Analytics where users disconnected their account and shared their workbook to their colleague to transfer ownership is not yet part of beta app. It will be part of a future release. Right now if you share the workbook the reports would be read only to your colleague.

What Has Changed in this Release

Enhancements

  • Ability to name your connections

    You will now be able to give a user friendly name to your NetSuite connections so that you can easily refer to the connection with that name in future. You will also be able to edit the connection name inline and save it.

  • Support for Inventory Cost Revaluation record type:

    You will now be able to create, update, download and delete Inventory Cost Revaluation record type from beta app. This record has a limitation in NetSuite where we are unable to get values for component items field. We implemented a workaround where users can now see all items in item drop down. It will be on user to select the correct item.

    Note: Downloading saved searches belonging to this record is still not supported. It will be supported in a future release

  • Support for Manufacturing Cost template record type:

    You will now be able to create, update, download and delete Manufacturing Cost records in NetSuite from beta app. There is a field called Cost Detail List: Item in this record which has an issue from NetSuite where its not returning the correct set of items. As a workaround, we are showing all Other Cost items in the list for user to select.

  • Bundle install warning before creating NetSuite connection

    Users will now be informed that bundle install is mandatory before creating NetSuite connection in the app itself so that users can avoid any errors when they try to use that Connection.

Deprecations

No feature deprecations in this release.

Removals

No feature removals in this release.

Fixed Issues:

  • Issue with location id showing as blank when downloading Inventory Item: There was an issue with Location List: Location Id field showing as blank when downloading Inventory Items. When we double clicked the cell and checked the internal id of the value would be written but not the label. This is now fixed. Users should see proper values of location if when download happens.

  • Issue with creating prospects: There was an issue with entity status field in Customer record type where if we want to set the status as Prospect and create Prospect record, it was giving an error. This is fixed. now.


Version: 9.0.2 (April 2023 Update)

Date: 15th April 2023

About this Release

This update applies to the CloudExtend Excel Data Management for NetSuite Beta version only. The latest version of CloudExtend Excel Data Management for NetSuite Beta(v9.0.2) includes support for Organization templates and Login with Google. It also includes support for Intercompany Transfer Order record type and Vendor Subsidiary Relationship record type. It also includes an enhancement that would help users to navigate to Templates view easily once the template is loaded.

What’s New in this Release

  • Support for Organization templates:

    With this release, the beta app will now support Organization templates using which you can share a template that you created with other users in your organization. When you are saving the template, you will get an option if you want to share the template with organization. Once selected, this template will now be visible to all users who are part of your Enterprise license. All other users can now see the template shared under Organization Templates section.

    Note:

    You can use these organization templates as is or edit them and add or remove any fields you want. Once you edit them these templates will be saved to your profile and they would be visible under My Templates section.

  • Login with Google

    With this release, you will now have an option to Login with Google. This is particularly useful to users who don't have a Microsoft login and still want to use the app. They can now Login with Google account and continue using the app.

What Has Changed in this Release

Enhancements

  • Support for Intercompany Transfer Order record type:

    You will now be able to create or update Intercompany transfer orders from beta app. This record has an open defect in NetSuite where we are unable to get values for item field and transfer location. We implemented a workaround where users can now see all items in item drop down and all locations irrespective of subsidiary selected. It will be on user to select the correct item and location.

    Note: Download of this record type is still having an issue. We have opened a support ticket with NetSuite for the same (ticket id: 5109579) Once NetSuite fixes this, download should work fine.

  • Support for Vendor Subsidiary Relationship record type:

    You will now be able to update subsidiary list corresponding to a Vendor in NetSuite. In Vendor record type users were not able to give a list of subsidiaries when creating or updating the record. NetSuite has exposed a different record type called Vendor Subsidiary Relationship to perform such update. With this release, this record will now be supported and you can associate list of subsidiaries to a Vendor in NetSuite.

  • Templates option now available in Left Menu

    You will now be able to navigate to Templates from Left Menu once you load the template in case you want to edit the template after reload and add or remove any fields. Before this release, users had to create a new sheet or clear existing table to view the home page and then navigate to templates. This experience is now improved and users can directly navigate to templates view from left menu after template is loaded.

Deprecations

No feature deprecations in this release.

Removals

No feature removals in this release.

Fixed Issues:

  • Issue with updating a specific price level value in Pricing Matrix of an Item: There was an issue with updating a specific price level value in Pricing Matrix of an Item. Even though we would set the field replace All as false, it would still override all values in NetSuite with the ones sent in update request. This is now fixed. Users should be able to edit price values belonging to specific price level in the Pricing Matrix and other values can remain as is.


Version: 9.0.1 (March 2023 Update)

Date: 9th March 2023

About this Release

This update applies to the CloudExtend Excel Data Management for NetSuite Beta version only. The latest version of CloudExtend Excel Data Management for NetSuite Beta(v9.0.1) includes support for Pre-built Templates and Refreshing Picklist values. It also includes support for Item Demand Plan record type. It also fixes an issue with picklist values not loading when we first move to picklist cell.

What’s New in this Release

  • Support for Pre-built templates:

    With this release, the beta app will now support Pre-built templates using which you can get started very quickly without having to build a template from scratch. You will get access to 40 Pre-built templates spanned across commonly used record types which have commonly used standard fields in each so that users can easily load them with one click and start downloading or creating records

    Note:

    You can use these pre built templates as is or edit them and add or remove any fields you want. Once you edit them these templates will be saved to your profile and they would be visible under My Templates section.

  • Refresh Picklist Values

    With this release, you will now have an option to Refresh picklist values so that any new value added in NetSuite and not visible in the picklist options inside the Beta app can now be brought in by using the Refresh picklist option.

  • Support for Item Demand Plan record

    With this release, users now can work with Item Demand Plan record. This record is useful to maintain future inventory (based on daily/weekly/Monthly basis) for an item based on it's past orders. This record type was not exposed before as there were some outstanding issues. Those are now resolved and this record is now available.

What Has Changed in this Release

  • Default number of rows required for upload to default to background mode is changed:

    In the first release of beta, if your table had more than 200 rows of data, we would switch to background mode of upload by default. This is now changed as we understand that users can have 200 rows of data for a custom record or a single Journal Entry with 200 lines and they would still want that upload to go via real time. So the new values are as below

    • For Journal Entries if there are more than 1000 rows in table, it defaults to background mode of upload

    • For all other record types, if there are more than 5000 rows in table, it defaults to background mode of upload

    Note: 💡 Users will still see the prompt to switch to background mode if one of their batches takes more than 40 seconds to upload. They can either ignore it or switch to background mode at that point.

More details about defaulting to background upload can be found here

Deprecations

No feature deprecations in this release.

Removals

No feature removals in this release.

Fixed Issues:

  • Issue with picklist values not loading when we move to that cell: There was an issue with picklist values where when we load the template for first time and try to view picklist values for a cell, it wouldn't load the values. Users had to switch cells for it to load the values. This is now fixed.

  • Issue with Other Ref Number filter for SalesOrder: There was an issue where users were not able to download with filter for field Other Ref Number in Sales Order record and were seeing an error like below.

    This is now fixed in the beta version and users should be able to download SalesOrders with filter for Other Ref number.

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