NetSuite Pay Enhancements: Compliance, Testing, and More

TL;DR

This article outlines the enhancements in the NetSuite Pay SuiteApp, focusing on compliance with Visa's Commercial Enhanced Data Program (CEDP), improvements in managing merchant applications, and the ability to connect to a test payment gateway. In addition, enhancements from NetSuite Ship Central have been introduced for packing and shipping processes.

Overview of NetSuite Pay Enhancements

The NetSuite Pay SuiteApp has undergone several enhancements to improve transaction quality and facilitate the management of payment gateway connections. Key updates include compliance with Visa's CEDP, new testing capabilities, and optimizations in the merchant account application process.

Compliance with Visa's Commercial Enhanced Data Program (CEDP)

NetSuite Pay is now compliant with Visa's CEDP, designed to enhance transaction data quality for business-to-business (B2B) purchases. The SuiteApp automatically populates necessary fields with scripting and logic but requires users to check and enhance their NetSuite data where necessary. Required data includes:

• Line-item data: Item description, quantities, unit cost, and amount (quantity * unit cost).
• Item record data: SKU or item codes and unit of measure.

Certain fields are mandatory in specific scenarios:

• Taxable transactions: Merchant Tax ID or Supplier Tax ID.
• Involving shipping: Shipping Amount, Destination Address, or Ship From Postal Code.

Note: Using generic placeholders will disqualify transactions from verified status.

Enhancements in Version 1.0.28 of NetSuite Pay

NetSuite Pay version 1.0.28 brings several valuable enhancements:

• Test Payment Gateway Connection: Users can now connect their NetSuite account to a Versapay Test Payment Gateway to test funds without real transactions. This feature enables testing of the NetSuite Pay functionality.
• Merchant Application Process Improvements: The approval or closure of the first application is now a prerequisite for submitting additional applications.
• Automatic Settlement Reconciliation: Optimized for handling high-volume transactions effectively.
• Support for Billable Time and Expenses: These can now be included in invoices.
• Issue Resolution: Fixed a bug preventing emails from being sent to records with multiple email addresses.

Managing Merchant Accounts

To connect to a test payment gateway:

1. Navigate to NetSuite Pay > App Settings > Configure.
2. Check the Connect to Test Payment Gateway option.
3. After testing, all merchant applications and configurations should be deleted to maintain accurate records.

Key Takeaways

• Compliance with Visa's CEDP ensures enhanced transaction data quality.
• Connect to a test gateway to verify NetSuite Pay functionality before live transactions.
• Streamlined processes improve merchant application management and optimize reconciliations.

NetSuite Ship Central Enhancements

The latest enhancements to NetSuite Ship Central include features aimed at improving packing and shipping processes:

Scanning of HIBC Bar Codes During Packing

You can now scan Health Industry Bar Code (HIBC) item bar codes to automatically identify items during packing. Ship Central reads and applies both product numbers and any lot, serial, or quantity data from the item bar code. Scanning HIBC bar codes helps you automate packing and reduce manual data entry.

Autogenerated UCC-Based IDs per Subsidiary

You can now set unique autogenerated UCC DUNS configurations for each subsidiary. When you create or update an autogenerated ID format record, you can select the UCC label type and assign the subsidiary. If a subsidiary has its own configuration, that configuration is applied to all transactions for that subsidiary. Otherwise, Ship Central uses the parent company's configuration.

Preference for Scanning of GS1 Application Identifier 02

You can now scan item bar codes containing the GS1 Application Identifier (AI 02) to identify the GTIN of Contained Trade of Items during packing. Ship Central automatically reads and applies lot, serial, and quantity details from the bar code. On preference records, you can enable the Use AI 02 as preferred for GS1 setting for the app. If the item bar code doesn't contain this identifier, the app uses the AI 01 identifier instead.

Pack Carton or Package Threshold for Packing and Shipping

The Allow real-time packing updates to fulfillments and Allow real-time shipping updates to fulfillments rules now include a threshold of 100 cartons or packages. You must provide a fulfillment line limit when activating the rule. The maximum fulfillment line limit you can set is 75. When you activate this rule, changes appear immediately if this threshold is not exceeded along with your limit for fulfillment lines. Updates now apply to all related shipping records, except for item fulfillments and your custom records. This keeps packed quantities, carton details, and shipment information synchronized and accurate.

Shipping to Drop-off Points

NetSuite ShipCentral now supports Pick-Up & Drop-Off (PUDO) workflows to enable you to ship to service points of your choice. On the SuiteApp, you can choose the following options for the Drop-off Type:

• Home or company to a service point
• Service point to home or company
• Between service points

You can also find and select a carrier's service point located near the shipping address. Tracking and label creation are available for each flow. Returns are not supported. This capability provides flexible drop-off options, allowing customers to pick up their orders from central locations. Using central locations helps reduce missed deliveries and lowers delivery costs.

List Rate and Negotiated Rates for UPS and USPS (Stamps.com)

You can now configure the system to charge customers retail carrier list rates while your business pays negotiated rates for UPS and USPS (Stamps.com) shipments. When you enable this capability, Ship Central compares the negotiated rate from your NetSuite ShipEngine account with the carrier's retail rates. It uses the lower rate for billing and display. This capability ensures margin preservation, pricing consistency, and accurate rate handling when you ship through the app or directly from an item fulfillment.

Increased Threshold Options for Bulk Shipping

You can now process more than 10 cartons at a time using Bulk Shipping on the application. On a Ship Central Preferences record, the Bulk Shipping Threshold preference offers the following threshold options: 25, 50, 100, 200, or 400. By default, or if left blank, up to 25 cartons are processed in real time. A Bulk Shipping Request popup appears conditionally based on the defined threshold. This popup displays the status of your shipments in real time. Note that selecting a higher threshold may increase processing time.

Updates to Other Party Billing

You can now set third-party billing details directly on sales orders. The Other Party Type, Account Number, Country, and ZIP Code fields appear at the order or line level, based on your setup. Field values default from the customer, carrier, and ship-to address set in Ship Central Preferences when Other Party Billing is enabled. These third-party billing details are used during shipping and are updated in the item fulfillment record after shipment. NetSuite restricts packing and shipping for combined orders that use different third-party billing accounts to maintain data consistency.

Option to Disable NetSuite ShipEngine Accounts

You can now disable or enable your NetSuite ShipEngine account to prevent or restore access. Disabling your account stops all shipping activities and integrations through Ship Central. You can't use shipping items, rate shopping, preferences, and other records created for Ship Central unless you enable your account again. Packing workflows remain unaffected. On the Manage ShipEngine Integration page, you can click the Disable ShipEngine Account button. The page updates automatically to show the current account status, as well as the Enable ShipEngine Account option. This lets you manage the account directly and prevents unintended shipping transactions.