Advanced Partner Center Customization NetSuite 2025.2

Starting in NetSuite 2025.2, significant updates have been implemented in the Account Setup and Maintenance features. This release includes enhanced customization options for the Advanced Partner Center role, a new workbook for analyzing transaction types, and updates to AI preferences aimed at improving transactional insights and document handling.

Customization of the Advanced Partner Center Role

With this release, creating new Advanced Partner Center (APC) roles can now be accomplished exclusively by customizing the standard APC role. This requirement means you can no longer create a new APC role from scratch; instead, you'll need to work with the provided standard role as a base. Here's how to do it:

1. Navigate to Setup > Users/Role > Manage Roles.
2. Find the standard APC role and click on Customize next to its name.

For users utilizing SuiteCloud Development Framework (SDF), remember to fill out the parentrolescriptid attribute when customizing the role. This allows proper linkage to the standard framework necessary for role functioning.

SuiteSuccess Transaction Types Analysis Workbook

NetSuite now provides the SuiteSuccess Transaction Types Analysis workbook, designed to give users a clearer view of their transaction activities. This workbook includes multiple views such as:

• Daily Transaction Types: See the daily count of various transactions.
• Transaction Types Breakdown: Get insights into different types of transactions over the current month.
• Transaction Type Line Details: Analyze transaction lines for better financial tracking.

These insightful metrics help administrators understand trends and manage their accounts effectively by tracking:

• Total count of transactions for the current month.
• Breakdown of transaction lines for the same period.

To dive deeper into the specifics of what types of transactions fall into these categories, refer to the help topic on Transaction Types Included in Monthly Transaction Lines Metric.

Updates to AI Preferences

Several enhancements have been made regarding AI functionalities:

• Document Capture updates include:

  • New fields in the OCI Configuration Parameters section to facilitate asynchronous N/documentCapture calls using Oracle Cloud accounts.
  • A new usage type labeled Document Capture visible in the SuiteScript usage table. This allows you to monitor Document Capture uses separately from other SuiteScript AI APIs.

• A new subtab titled Text Enhance Translations has been added under AI Preferences. This feature grants administrators the capability to manage company settings related to Text Enhance Translations. Key company settings include managing translation enhancements for internal documentation and customer communications.

Who This Affects

The updates in this release are impactful for:

• Administrators: Enhanced role customization and transaction analysis improves user management and insights.
• Developers: Customization processes via SDF require awareness of new attributes and configurations.
• Accountants: The ability to analyze transaction metrics will inform better financial decisions.

Key Takeaways

• New customization requirement for Advanced Partner Center roles.
• Introduction of SuiteSuccess Transaction Types Analysis workbook for enhanced financial insights.
• Updates to AI Preferences include new Document Capture functionalities and Text Enhance Translations management.
• Role adjustments are vital for both administrative and scripting purposes due to SDF dependencies.