Notes importantes

Les améliorations et modifications de la version 2024.2 énumérées dans ce document peuvent ne pas être disponibles pour tous les clients jusqu'à ce que leur mise à niveau soit finalisée. Votre accès à ces fonctionnalités et applications est soumis aux conditions de service de votre contrat NetSuite et de votre contrat ERP Success Partners. Certaines fonctionnalités peuvent nécessiter un achat supplémentaire.

Déclaration de confidentialité

This document contains proprietary and confidential information of ERP Success Partners Inc., provided for the sole purpose of permitting the recipient to assess the information regarding the use of CFI SuiteTM and its related matters. In consideration of receipt of this document, the recipient agrees to maintain such information strictly confidential and is not to reproduce or otherwise disclose or distribute this information to any person outside of the group directly responsible for evaluation of its contents, without the express written permission of ERP Success Partners Inc. Use or disclosure of this document in whole or in part for purposes other than the pursuit of a business relationship with ERP Success Partners Inc. is expressly forbidden. Any recipient of this document who is unwilling to agree to these restrictions should return this document and other documents sent in addendum being the proprietary of ERP Success Partners Inc. attached electronically or part of the appendices without reviewing the contents or making further distribution. Review of this document shall constitute agreement to the restrictions stated above.

Liste des versions du produit

Important Notice: This document covers the release information relevant to CFI Suite™ only. More information regarding the features released by the platform can be found ici. All customers should be upgraded to NetSuite 2024.2 before being upgraded to CFI Suite™ 2025.1 to ensure a seamless upgrade transition.

1.0 Nouvelles applications

1.1 CFI Dashboards and Roles

CFI Suite a introduit un ensemble standard de tableaux de bord, de rapports et de rôles spécifiques à l'industrie dans l'application. Cela permet d'accélérer la mise en œuvre de tableaux de bord et de rapports spécifiques à l'utilisateur.

Note : Cette application n'est pas déployée pour les comptes clients existants et est uniquement destinée aux nouveaux comptes clients, aux comptes de développement et aux comptes de démonstration.

1.1.1 Roles

• • CFI - Analyste A/P
  • CFI - Analyste A/R
  • CFI - Contrôleur/CFO
  • CFI - Concepteur
  • CFI - Cadre/Directeur général
  • CFI - Opérations
  • CFI - Marchés publics
  • CFI - Direction des ventes / Directeur des ventes

1.1.2 Dashboards

Les CFI Dashboard provides a comprehensive and real-time view of key operational and project-related data tailored for the Contract Furniture Industry. Designed as a central command center for internal teams and stakeholders, the dashboard consolidates multiple data streams to support informed decision-making across the entire project lifecycle.

1.1.3 CFI Suite Centre Tab

The CFI Suite Centre Tab serves as a centralized hub for all CFI Suite applications and their corresponding setup links. Accessing the CFI Suite tab displays navigation links to the various SuiteApps, streamlining user access and configuration.

1.2 Field Ops Pro

Field Ops Pro is a comprehensive Field Service and Project Management solution designed to enhance visibility, improve efficiency, and minimize operational overhead within NetSuite. From streamlined scheduling and task dispatching to real-time mobile access, it equips project managers and field technicians with greater control and oversight of their work orders.

Key Features:

• • Planificateur
  • Gestion des ordres de travail
  • Événements de l'ordre de travail
  • Suivi du temps
  • Gestion des ressources
  • Gestion du projet de site
  • Tags du plan d'étage
  • Listes de punchs
  • Liste de contrôle
  • Capturer des signatures et des photos
  • Gestion des documents
  • Demandes de modification et de devis
  • Intelligence économique et rapports

L'application est accompagnée d'un support mobile sur tablette et téléphone qui permet à l'équipe de terrain de voir les éléments suivants :

• Événements de l'ordre de travail

The Work Order Events feature is now available in the Field Ops Pro mobile application, providing field technicians with enhanced visibility into the sequence of activities associated with each assigned Work Order.

This addition enables users to access a comprehensive timeline of key events—such as status updates, task completions, and relevant communications—directly within the mobile interface.

•  Étiquettes de poinçons et de plans d'étage

The latest Field Ops Pro update introduces full support for Punch and Floor Plan Tags, further strengthening our mobile-first field service capabilities.

With this functionality, users can now view and interact with tagged punch items directly within their Floor Plan interface. This integration allows field technicians to easily locate, identify, and address punch list items in relation to their physical layout on-site.

•  Plan et tâches du projet

This capability allows users to view the overarching Project Plan and its corresponding Tasks directly within the Field Ops Pro interface. By offering a clear breakdown of milestones, deliverables, and dependencies, field users and project stakeholders can stay aligned from planning through to completion.

•  Demandes de devis

Field Ops Pro now enables field teams to create and submit Quote Requests for additional products directly from the mobile application. This enhancement empowers teams to capture on-site requirements in real time and instantly route requests to NetSuite for processing.

By streamlining the submission process, this feature reduces delays, improves accuracy, and ensures timely quoting for project add-ons.

•  Demandes de modification

Field Ops Pro supports the creation of Change Order Requests directly from the mobile application, allowing field teams to initiate scope adjustments and pricing updates in real time.

This capability enables users to generate requests on-site and seamlessly transmit them to NetSuite—streamlining workflows and significantly reducing turnaround times for critical project changes.

•  Liste de contrôle pour l'installation

This feature allows field technicians to complete structured checklists during installation and site visits directly from the mobile application. Once submitted, all checklist responses are automatically transmitted to NetSuite, ensuring seamless documentation and centralized visibility for project stakeholders.

•  Liste de contrôle du site

Like the Install Checklist, this feature allows field technicians to complete structured checklists during site visits directly from the mobile application. Once submitted, all responses are automatically transmitted to NetSuite, ensuring seamless documentation and centralized visibility for project stakeholders.

•  Suivi du temps

Enables field personnel to accurately log their time while on route to a site and during on-site work activities—all from within the mobile application.

This feature provides crews with a streamlined method to capture time entries as part of their daily workflow. Once submitted, all time data is seamlessly transmitted to NetSuite as a time entry record.

•  Dashboards and Reports

This enhancement delivers intuitive dashboards designed to support data-driven decision-making and improved project oversight. Users can monitor key field metrics such as events scheduled for the day, completed events without recorded time, and events flagged with punch items—all presented in a clear, actionable format directly within the Field Ops Pro interface.

All data is fully integrated with NetSuite, ensuring consistency, accuracy, and alignment across both field and back-office systems.

2.0 CFI Suite™ Mises à jour des applications

2.1 Aperçu du projet

2.1.1 PI supports Opportunity

New feature on PI to support Opportunity in PI calculation. PI Setup Page contains a field, where user can select transaction types, PI will start from.

As observed on the image below, the Opportunity record now has Project Insight field present.

Viewing the Project Insight record displays the linked Opportunity under the Transactions sublist.

2.1.2 Overhead Fee by Subsidiary

The new subtab on PI Setup Page allows users to specify the Overhead Fee for specific subsidiaries.

2.1.3 Ability to use Quotes as a basis for Budget

A new option has been added to the PI Setup page that allows budget numbers to be consistently sourced from the Quote.

2.1.4 Configurable PI Type and PI Financial Summary categories

Users can now modify existing PI Types or create custom ones directly within their NetSuite account.

New Project Insight item types can now be assigned to items and will also be displayed in the PI Summary tables as observed on the image below.

2.1.5 Role Based Buttons and Tabs

A new feature allows PI buttons and subtabs to be displayed only to specific roles.

• UN new “Permissions” subtab has been added to the Project Insight Setup page.
• Under this subtab, two new field groups are available:
  • “Buttons” – enables users to define role-based access for each PI button.
  • “Subtabs” – allows users to set role restrictions for each PI subtab.

2.2 Multi Line Edit Tool

2.2.1 Feasability on Adding Lines

Users can now add, insert, and copy lines in MLET, enhancing overall usability and flexibility.

2.2.2 Editable Options on individual rows

A new feature flag is available to activate a user-friendly interface for managing item Option Codes and Descriptions. This update allows users to seamlessly add new options or remove existing ones, improving configuration flexibility.

2.2.3 Opportunity support

MLET now supports the Opportunity record type, allowing users to update the item sublist using MLET.

2.2.4 New modifiers to have Sell as constant

Two new modifiers are now available in MLET to enhance item-level cost adjustments:

• Change Unit Cost by Percentage from Unit Sell (%): Allows users to adjust unit cost based on a specified percentage of the unit sell price.
• Change Unit Cost by Dollar Amount ($): Enables direct modification of unit cost by entering a fixed dollar value.

2.2.5 New Total columns

2.2.5.1 UI Enhancement:
Users can now view the following total summary columns in MLET for improved visibility and decision-making:

• Total List
• Total Sell
• Total Cost
• Margin
• Gross Profit % (GP%)

2.2.6 ‘Delete rows’ buttons new position 

The Mark for Delete buttons have been repositioned to the right side of the interface to reduce the risk of accidental clicks and improve overall usability.

2.2.7 Dynamic modifiers names

Unit Sell and Unit Cost modifiers labels are now dynamic. They are sourced from its MLET column label.

2.2.8 Select fields performance improvement

An enhancement has been made to select fields in MLET — checkbox field filtering is now supported.

2.3 Groupe de rupture de la commande d'achat (PO)

Introduction de fonctionnalités supplémentaires pour le groupe de rupture de PO :

2.3.1 PO Generation Status Page

Users can now monitor the current stage of the PO generation process through the new PO Generation Status page, which opens upon clicking the ‘Generate POs’ button on a Sales Order. 

2.4 Accusés de réception automatiques

2.4.1 Cartographie dynamique

Cela permet de mapper dynamiquement des champs personnalisés sous la page de mappage des divergences. Cela permet aux utilisateurs finaux d'utiliser leurs propres champs personnalisés pour les comparer aux informations d'accusé de réception récupérées auprès des fabricants respectifs.

Il permet également de désactiver certains champs afin d'éviter que le système ne les identifie comme des divergences.

2.4.2 Page d'accusé de réception de la révision en bloc

La page Examiner toutes les divergences d'accusé de réception répertorie toutes les divergences d'accusé de réception existantes. Elle propose des filtres facilement accessibles pour réduire les résultats, une section de pagination pour faciliter la navigation dans les pages, et divers boutons d'action qui aident l'utilisateur à supprimer les filtres, à marquer et à supprimer les lignes.

Le bouton Prévisualiser et Approuver/Rejeter permet à l'utilisateur de confirmer les informations des lignes avant d'approuver ou de rejeter les divergences.

2.5 Connecteur Haworth Lynx

2.5.1 Ability to send Wall orders

The Haworth Connector is designed to seamlessly submit Wall product orders to the Lynx system by leveraging key identifiers such as the Group Code and Catalog Code. These fields act as essential reference points that categorize and accurately map the items being ordered, ensuring that data transmitted to Lynx aligns with Haworth’s product configuration standards.

2.6 Teknion Connector

2.6.1 Multi-Location Support

Les Teknion Credentials page now includes a multi-select Locations field, allowing users to specify which locations acknowledgements should be retrieved from. Additionally, a new validation has been implemented: only locations with a Teknion Dealer Code defined in their Location record will be available for selection in the multi-select field.

2.6.2 Partial Acknowledgements

Cette fonction permet de prendre en charge différents numéros d'accusé de réception dans un seul bon de commande.

2.7 Request for Information

2.7.1 RFI Records Carry Over to Quotes

Les enregistrements RFI créés à partir d'une opportunité sont reportés dans les devis lorsque l'opportunité est transformée.

2.7.2 Job Site Analysis (JSA) Record and Project Record Link

A job site analysis can now be created through a project record. Under the Related Records tab -> Job Site Analysis subtab, there is now a button called “New Job Site Analysis”. The creation of a new JSA automatically sets the client and project in the Job Site Analysis form.

2.7.3 RFI and JSA Email Notifications when created

When a new RFI or JSA record is created, the system sends a new email notification to the designer assigned to these records that a new RFI/JSA has been created as well as the transaction from which the record was created. The Designer also has the option to go straight to the record from that email.

2.7.4 RFI Custom Printing

When viewing an RFI a “Print” Button will be displayed on the RFI based on the Form of the RFI Record. The PDF Printout contents will be based on the form of the RFI when the user decides to generate a PDF Printout of the RFI.

2.8 PDF Builder

2.8.1 New Template for PDF Builder

The PDF template and layout have been updated to feature a more modern and streamlined interface. The new design offers improved spacing, allowing for better readability and support for additional columns.

2.8.2 Change in Setup Page

Amélioration de la mise en page de la page de configuration du PDF en séparant les champs en catégories afin d'avoir une interface utilisateur plus conviviale.

2.8.3 Reprint Feature

Les Reprint feature, available on the setup page, can be enabled to notify users when a transaction has been previously printed. When reprinting, the PDF will display the label “Reprinted” to clearly indicate that the document is not the original printout.

2.8.4 Linking of Transaction by Field ID

When a specific field contains an ID, all transactions of the same type sharing the same field value will be displayed on the Layout Selection page.

• If any of these related transactions are selected, all line items from the selected transactions will be included in the generated PDF.
• However, header fields will only be sourced from the transaction where the PDF generation button was clicked.

Comme indiqué ci-dessous, les transactions de relation apparaîtront en fonction de l'ID de champ défini sur la page de configuration.

2.8.5 Header and Footer customizability

Headers and footers can now be customized with options for alignment, font style, and font size, allowing for more flexible and consistent document formatting.

Comme indiqué ci-dessous, l'en-tête peut être personnalisé par l'utilisateur.

Comme indiqué ci-dessous, le pied de page peut être personnalisé par l'utilisateur.

2.8.6 Joined Records Support

The footer section can now be fully customized based on user preferences—allowing adjustments to content, alignment, font style, and font size.

Example: Customer Priority and Customer Phone are now dynamically sourced from the Customer record and displayed on the transaction PDF—without requiring these fields to exist on the transaction record itself. This enhancement streamlines form design while ensuring critical customer information remains visible and accessible.

2.8.7 “Non-Editable” Fields Feature

Any header or line-level fields marked as non-editable will be labeled as “Uneditable” on the setup page and will appear disabled on the layout selection page, preventing further modifications.

2.8.8 Editable Layout

A new “Customize Template” button is now available on the setup page. When clicked, it opens a popup that allows users to drag and drop field groups into designated areas to build a customized template layout.

Once configured, users can choose to set their customized template as the default for PDF Builder.

2.8.9 Deposit Field Mapping

Now there are fields, where you can map the deposit and credit fields by placing the internal ID of the fields on the setup page.

2.8.10 PDF Builder Access

A new multi-select field has been added to the setup page, allowing administrators to specify which roles have access to the PDF Builder button on transactions.

Only employees assigned to the selected roles will be able to view and use the button.

2.8.11 Grouping by sublist field

Previously, grouping in PDFs was limited to a predefined grouping column. With this new release, users can now specify a sublist field on the setup page to group transaction lines by in the generated PDF, providing greater flexibility in how line items are organized and displayed.

2.8.12 Custom Logo and Terms & Conditions Support

A new feature under the PDF Builder subtab allows users to upload a custom PDF logo and define custom Terms & Conditions. Once created, these assets can be selected from the Layout Selection page, enabling greater branding and compliance flexibility in generated PDFs.

2.9 Line Import Tool

2.9.1 File Storage for Imported Files

Line Import Tool now supports storing imported SIF, CSV, et XML files directly in the NetSuite File Cabinet. This enhancement ensures easier reference, auditing, et traceability of imported data.

2.9.2 Support for Record-Type-Specific Field Mappings

Administrators can now define and manage unique field mappings for each NetSuite record type (e.g., Sales Order, Estimate, Purchase Order). This enhancement enables more precise control over data population and formatting across different transaction types.

2.9.3 Additional Columns: Option Codes List and Option Description List

New columns—Option Codes List and Option Description List—have been added to improve PDF readability. These values are now displayed vertically, making them easier to read and render within PDF templates.

2.10 CFI Catalog

Enables integration with the KISP CFI Catalog, allowing users to access the catalog directly from NetSuite and push selected items in real time to transaction line items.

2.11 Direct Billing

2.11.1 Simplified Direct Bill Column Fields

The previous checkbox options for Direct Bill have been streamlined into a single dropdown field, simplifying user input and improving data consistency.

2.11.2 User Experience Enhancement – Field Cleanup and Optimization

As part of ongoing efforts to enhance the user experience and simplify vendor transaction configuration, we have streamlined the form by removing fields that have become redundant due to recent improvements in billing logic.

• Removed Fields:
  • Direct Bill Sell
  • Include DSF

These fields were removed to eliminate confusion and reduce field clutter. Their underlying functions have now been integrated into a more intuitive and consolidated logic, improving usability and ensuring better alignment with DSF processing behavior.

Retained Column Fields (with Enhancements):

• Direct Bill To (now featuring updated selection options for improved flexibility)
• Direct Bill Vendor
• Exclude From Direct Bill Discount

These fields have been retained to preserve essential billing configurations. Notably, Direct Bill To has been enhanced with additional options to provide greater control over billing destinations, ensuring accuracy across varied use cases.

New Direct Bill To options:

• Vendor Sell (DSF)
  • Bills the selling price of the vendor item.
  • The amount is included in the DSF total, contributing to the sell less cost calculation.
• Vendor Sell (Non DSF)
  • Bills the sell price of the vendor item.
  • The amount is not included in the DSF total.
• Vendor Cost (DSF)
  • Bills the cost of the vendor item.
  • The amount is included in the DSF total, influencing the sell less cost calculation.
• Vendor Cost (Non DSF)
  • Bills the cost of the vendor item.
  • The amount is not included in the DSF total.

This enhancement improves billing flexibility, ensures alignment with financial best practices, and gives teams greater control over DSF-related reporting and margin visibility.

2.11.3 Email Notifications for Created Invoices

Users will now receive automatic email notifications upon the successful creation of Direct Bill invoices, ensuring timely updates and improved visibility into billing activity.

Within the Direct Billing Setup, both the email author and recipients are now fully configurable.

Additionally, the email template can be customized to match your preferred format, branding, and content, allowing for more personalized and professional communication.

2.12 Order Adjustments

2.12.1 Enhanced Menu Page for Purchase Order Visibility

Added additional status indicators to the Purchase Order list to clarify whether each PO is still eligible for syncing with its related Sales Order. This provides users with improved visibility and decision-making support during order management processes.

As seen on the images below, users are now notified when no lines are selected for the syncing process. This enhancement prevents users from proceeding with the sync unless at least one line is selected, ensuring data integrity and reducing user error.

2.12.2 Improved Item Quantity Syncing

Enabled the ability to sync item quantities from the Sales Order to the Purchase Order—even when the PO already contains Inventory Detail records. This enhancement ensures tighter alignment between sales and procurement, reducing the need for manual adjustments and improving operational efficiency.

2.12.3 Fix for “Record Has Been Changed” Error

Implemented a retry mechanism in the automation processes to address the “Record has been changed” error. This ensures that updates are successfully saved even in the event of record contention, improving reliability and data integrity.

2.12.4 Add Suffix to New Purchase Orders from Order Revisions

After creating a new Purchase Order, users have the option to define a suffix that will be appended to the document number when additional lines are added to an existing Purchase Order.

2.13 Gestion des ordres de modification

2.13.1 Addition of “Change Order Reason” Field

A new “Change Order Reason” field has been added with the option “Others, please specify”, allowing users to enter a custom reason for each transaction during change order creation. This provides greater clarity and flexibility in documenting the rationale behind changes.

2.13.2 Feature Flag to Control Change Order Chaining

A new feature flag has been introduced to prevent the creation of a Change Order from an existing Change Order.

An option labeled “Allow creation of Change Order from an existing Change Order” is now available in the setup, giving administrators control over this behavior.

2.13.3 Role-Based Selection for Creating Change Orders

Administrators can now define which roles are allowed to create Ordres de modification via the Change Order Settings page.

Only users with the selected roles will see the “Create Change Order” button on Commandes de vente, ensuring better control and governance over change order creation.

2.13.4 Enhanced Interface with Filter and Search Capabilities

The new interface introduces the ability to filter and search within specific lists of values, enabling users to quickly locate relevant data and streamline their selection process.

2.13.5 Option to Make Change Order Reason Required

A new setting on the Change Order Setup page allows administrators to make the Change Order Reason field mandatory.

When enabled, users will be prevented from creating a Change Order without providing value in this field. An asterisk (*) will also appear next to the field label to clearly indicate that it is required.

2.13.6 Ability to hide/disable close column

A new setting on the Change Order Setup page allows administrators to make the Change Order Reason field mandatory.

When enabled, users will be prevented from creating a Change Order without providing value in this field. An asterisk (*) will also appear next to the field label to clearly indicate that it is required.

2.13.7 Role-Based Access for Close Order Functionality

A new multi-select field has been added to control role-based access to the Close Order checkbox. Only employees assigned to the specified roles will be able to view and interact with the Close Order option, ensuring tighter control over order closure permissions.

2.13.8 Role-Based Access for Change Order Reason Field

A new multi-select field has been introduced to control access to the Change Order Reason field. Only employees assigned to the specified roles will be able to modify or select a value in this field. For all other users, the field will appear disabled, ensuring controlled input and data integrity.

2.13.9 Map/Reduce Flag for High-Volume nChange Orders

Change Orders can now efficiently handle transactions with a large number of lines. A new threshold field has been added to the setup page, allowing administrators to define the maximum number of lines to process synchronously.

When a Change Order exceeds this threshold, the system will automatically trigger a Map/Reduce script to run in the background, ensuring smooth performance and reliable processing for high-volume transactions.

- END OF CFI SUITE™ 2024.2 RELEASE NOTES - Pour toute question, veuillez nous envoyer un courriel à l'adresse suivante . cfi@erpsuccesspartners.com.

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