Scanned Vendor Bills Page Enhancements in NetSuite 2024.2

TL;DR Opening

Starting in NetSuite 2024.2, significant improvements have been made to the Scanned Vendor Bills page, enhancing file management and the review process for linked purchase orders (POs).

What's New

Scanned Vendor Bills Enhancements

File Uploads: Users can now upload PDFs containing more than 5 pages, with a recommended limit of 30 pages for optimal performance. This improvement ensures that larger files can be processed without hassle.
File Removal: Both drag-and-drop uploads and previously failed uploads can now be deleted directly from the scanned vendor bills interface. This feature simplifies file management and reduces clutter in the File Cabinet.

Review Scanned Bill Page Improvements

Overwriting Information: When a PO is attached to a scanned bill, the details are automatically overwritten with PO content. Users can now choose if this requires review or if it should be created automatically via the “Bill Capture Preferences” settings.
Direct Deletion: Uploaded files can be removed directly from the Review Scanned Bill page, eliminating the need to navigate back. Additionally, multiple item and expense lines can be deleted simultaneously.
Custom Segment Support: The functionality now supports custom segment filtering and sourcing across primary information, item lines, and expense lines, allowing greater organizational flexibility.
Type-Ahead Functionality: All fields on the Review Scanned Bill page support type-ahead search, speeding up the data entry process.
Mismatch Warnings: A warning notification will display if the amounts in the PO and the Review Scanned Bill page do not align, helping to avoid discrepancies.
Improved Clarity in PO Popups: The item and expense names are now visible in the header of the PO popup for enhanced clarity during reviews.
Description Carryover: If a PO is linked, the item description can now be copied from the PO to the item lines, improving the context of the entries.
Mapping Logic Enhancements: Enhancements in mapping logic ensure better accuracy regarding subsidiary, vendor, and location data. This now includes considerations for sender email addresses and customer-related attributes, such as addresses and ZIP codes.

Note: For more detailed information regarding uploading vendor bill files, please refer to the help topic on Bill Capture.

Who This Affects

Administrators: Overseeing configurations related to bill capture preferences and file management.
Accounts Payable Specialists: Engaging with vendor bills and ensuring accuracy during the review process.
Developers: Potential customization or scripting to enhance workflows around scanned bill processing.

Key Takeaways

Scanned Vendor Bills can now include uploads of larger PDF files with enhanced file removal options.
Automatic content sourcing from POs simplifies the bill entry and review process.
Enhanced functionality with custom segments and type-ahead support improves user experience on the Review Scanned Bill page.
Mismatch warnings help maintain data integrity between POs and scanned bills, reducing errors.
Improved mapping accuracy for subsidiaries and vendors enhances operational efficiency.