Transaction Line Distribution Updates in NetSuite 2024.1
Transaction Line Distribution in NetSuite 2024.1 adds scheduled journal creation and improved permissions for enhanced functionality.
TL;DR Opening
Starting in NetSuite 2024.1, the Transaction Line Distribution SuiteApp version 1.0.2 introduces significant updates, including the ability for scheduled journal creation and enhanced role permissions, improving usability for administrators and accountants.
What's New
1. Scheduled Transaction Line Distribution Journal Creation
One of the most notable enhancements in version 1.0.2 is the introduction of scheduled journal creation. Users can now enable this feature by simply checking the Distribution Journal Creation box found under Setup > Company > General Preferences > Custom Preferences subtab. This automation allows for efficiency in managing transactional records.
2. Additional Permissions for the Custom A/P Clerk Role
To ensure the proper functioning of the SuiteApp, additional permissions have been introduced for the Custom A/P Clerk role. The following permissions are now required:
- Custom Record: TD MR Queue - Full Access
- SuiteScript: Full Access
- SuiteScript Scheduling: Full Access
These permissions are essential for utilizing the new features of the SuiteApp effectively.
3. Enhancements to Journal and Intercompany Journal Pages
In the Journal and Intercompany Journal pages, users can now access a direct link to the bill or credit bill associated with a journal entry via the Classification section. This improvement enhances traceability and clarity in financial reporting.
4. Intercompany Distribution Templates Flexibility
Version 1.0.2 has also modified how intercompany distribution templates are managed. Previously, it was not possible to use the same subsidiary as both the source and destination. This limitation has been lifted, allowing for greater flexibility in intercompany transactions, which can lead to improved operational efficiency.
Who This Affects
This update primarily affects:
- Administrators: In charge of setting up and managing permissions and configurations.
- Accountants: Those involved in managing transaction entries and journal accuracy.
- Users of the Custom A/P Clerk Role: Personnel that will interact directly with the SuiteApp for accounts payable tasks.
Key Takeaways
- Scheduled journal creation streamlines transaction record management.
- Updated permissions for Custom A/P Clerk roles enhance security and usability.
- Improved link to bills in journal entries facilitates better tracking.
- Intercompany distribution templates now allow for same-source and destination subsidiary transactions, improving flexibility.
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