Important Notes

The 2024.2 enhancements and changes listed in this document may not be available to all customers until their upgrade are finalized. Your access to these features and applications is subject to the terms of service in your NetSuite contract and ERP Success Partners contract. Some features may require extra purchase.

Statement of Confidentiality

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 Suite™ 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.

Product Version List

1.0 New Apps

1.1 Advanced Receiving

• Features:
  • Quickly receiving multiple lines with just a few clicks.
  • Performing mass updates of inventory details for transaction lines.
  • Setting line bins using drag-and-drop for bin or line elements, with support for multi-element drag-and-drop.
  • Filtering transaction lines by item, description, quantity, and more.
  • Filtering bins by location and name.

1.2 Labor Quote

There is a new app for dealers (with internal operations department in particular) to prepare Labor Quotes for the projects. This app allows users to specify all expenses and time spent related to current order:

• Quantity of resources
• Spent time (standard, overtime, double time)
• Truck charges
• Warehouse Charges
• Travel Expenses
• Other charges
  • Once they are specified and approved by supervisor, the app calculates their totals and sets them in current (or new) Sales Order as line items.

1.3 CFI Dashboards, Reports, and Roles (Beta)

• Roles
  • CFI – A/P Analyst
  • CFI – A/R Analyst
  • CFI – Controller/CFO
  • CFI – Designer
  • CFI – Developer
  • CFI – Executive/CEO
  • CFI – Operations
  • CFI – Procurement
  • CFI – Product Manager
  • CFI – Sales Leadership/ Sales Manager

• Reports
  • Backlog Report

• Dashboards
  • CFI – A/P Analyst
  • CFI – A/R Analyst
  • CFI – Controller/CFO
  • CFI – Designer
  • CFI – Developer
  • CFI – Executive/CEO
  • CFI – Operations
  • CFI – Procurement
  • CFI – Product Manager
  • CFI – Sales Leadership/ Sales Manager

• Searches
  • All the CFI Suite™ Apps saved searches

1.4 KISP Integration Beta

• Click the Manufacturer Catalog in the popup window and start to browse (KITS web page popup from Quote transaction’s Open KISP link)

• Hit save to CFI (Pushes Catalog data to NetSuite as XML file)
• Sample Catalog data
  • <Product><VendorCode>HAW</VendorCode><CatalogCode>H62</CatalogCode><ModelNumber>NEBF-1-6</ModelNumber><Description>Enh Base Feedhardware Connvinyl-Clad Conduit</Description><Config /><Price><PriceList>2403</PriceList><PriceZone>1</PriceZone><Amount>988.17</Amount></Price></Product>

• Then drag the file name (link) from the KISP Files iframe to the LIT dropbox field then save the transaction

• Then drag the file name (link) from the KISP Files iframe to the LIT dropbox field then save the transaction

1.5 Field Ops Pro Beta

• Independent Document for Release coming soon!

2.0 CFI Suite™ App Updates

2.1 Project Insight

• Support for Commissions
  • Commissions Tab and Commission Report for PI. We created a tab “Commissions” in Project Insight record. It allows users to see NetSuite Commissions report for current PI record.

• Audit Report Optimization
  • New Audit report, which now contains more accurate Item FF and Item Receipt data related current PI record.

• Configurable Roles to update Overhead Fees.
  • It is now possible to specify roles, which will be able to set or modify Overhead Fee percentage in PI setup or PI records.

• WIP and AAP Reports.
  • New WIP and AAP reports are now available, where users can view Balances as of selected date.

• Order Types Exceptions to create PI record.
  • It is now possible to turn off Project Insights scripts for specific order types

• Optimization and Support
  • Consolidation of Client Scripts for Sales Order
  • Move Ack Discrepancy record and UUID field to CFI Default Fields App
• User Friendly Cost Recognition Error Messages

2.2 Multi Line Edit Tool

• MLET Plug-In Feature
  • Supporting NetSuite client scripts in MLET form.
    • Previously all account client scripts worked on corresponding transaction forms only. But in this release, we added functionality to support client script also in MLET form.
    • It allows users to have the same behavior on MLET form as on NetSuite transaction page while editing records.

• MLET scripts

  • We are ready to introduce MLET scripts. They will allow users to customize MLET behavior depends on business requirements. There are two types of customizations available:

    • Validate entered values to MLET fields

    • Applying custom logic of MLET fields change

  • We have developed MLET API, which will allow users to develop customizations to MLET form to meet business needs.

• Mark for Deletion Enhancement Ability to filter lies marked for deletion.
• Support for All Fields that have Filtering or Sourcing
• Ability to undo changes when multiple lines modified
• Getting select field options from server dynamically. It improves user performance while loading MLET form.

2.3 Purchase Order (PO) Break Group

• Ability to Configure Vendor Field

• Block Generate PO button visibility based on body field checkbox

• Mappable “Prevent PO Creation” field

2.4 Auto Acknowledgments

• Ability to Dynamically Map Discrepancy Mapping

  • Non-CFI Suite™ Fields are now supported for the Discrepancy Mapping

  • Bulk Review Acknowledgement Page

• Review All Acknowledgement Discrepancies page lists all existing Acknowledgement Discrepancies. It has readily available filters to narrow down the results, pagination section for easier navigation of the pages, and various action buttons that helps the user clear filters, mark and unmark the lines. The Preview & Approve/Reject button gives the user the opportunity to double check everything that has been selected before approving or rejecting the discrepancies.

2.5 Haworth Lynx Connector

• Optimization and Support

  • Trimming of Line Numbers (Additional Zeros)

    • To support the Line Item Number update from Haworth, a mechanism has been added to match line items accurately.

  • Refactoring of Retrieval Acknowledgements
  • Refactoring of PDF Acknowledgements Retrieval
• Custom Delimiter for Option Codes

  • Ability for user to determine a delimiter for Option Codes.

• Haworth Control Center Enhancement
  • Enables users to have more options to execute more processes

• Ability to Map Haworth Partners to Subsidiaries
• Invoice Record Updates
  • Enhanced Invoice Details
• Added Feature Flags
  • Flag Created invoices with Discrepancies

2.6 Manufacturer Connector

• Bulk Processing/Sending of Purchase Orders

• • Send Purchase Orders to Manufacturer page is used for sending orders to their corresponding Manufacturers in a bulk manner. It has readily available filters to narrow down the results, pagination section for easier navigation of the pages, and various action buttons that helps the user clear filters, mark and unmark the lines. The Preview & Submit button gives the user the opportunity to double check everything that has been selected before sending it out to the manufacturer.

• • Preview Purchase Orders to be Sent page lists down all the selected lines from Send Purchase Orders to Manufacturer page. From this page, users can still exclude lines by unchecking the Send checkbox from the right.
• MC General Settings 

• • Configurable Page Size for Bulk Processing Pages
    • Send POs to Manufacturer Page Size
    • Review All Ack Discrepancies Page Size
  • Feature Flag for Contract Number Sourcing
    • Users can select from 2 sources where the contract number should be read from.
      • Sales Order Line Field – When the Purchase Order is generated from the Sales Order, the Contract Number line field should be populated to carry over the Contract Number in the Purchase Order.
      • Purchase Order Header Field – The Contract Number in the Sales Order line is not required to be populated. The Contract Number header field in Purchase Order is sourced and will update the Contract Number in the Sales Order line once the Purchase Order is saved.

• • In the Teknion Credentials page, a multi-select field called Locations can now be set in order to determine which locations the acknowledgements should be retrieved from. Also, the page has an added validation for checking locations. Only locations with a Teknion Dealer Code set in the Location record will appear in the multi-select field.
• Partial Acknowledgments
  • Supports different acknowledgment numbers in a single Purchase Order.

• Change in Setup page

• Reprint Feature: If a transaction has been printed previously, it will indicate on the PDF that the transaction is a reprint.

• Linking of Transaction by Field ID

• Addition of Header Text and Additional edit for the Footer Text

• Joined Records Supports: if the field is set to CUSTOM it will have the capability of going into the record before the dot and get the value for the selected field after the dot.

• “Non-editable” Fields Feature: if a header field or line field is chosen to be non-editable it will always appear as checked and disabled on the layout selection page.

• Editable Layout

• Default Options

• Setup as custom record so users can freely add more delimeters
• Sample test from the SIF file:
  • Option Code/Desc 1 = AAA
  • Option Code/Desc 2 = BBB
  • Option Code/Desc 3 = CCC
  • Option Code/Desc 4 = DDD
  • Option Code/Desc 5 = EEE
  • Result in NetSuite using Caret as delimiter:

• Indicates an error and blocks the creation of duplicate DB Set Up Record

• Ability to Alert User if Sync Might Fail
• Enhanced Order Adjustment Menu Page Tooltips and banners were added to further inform the users on the behavior of selecting table values.

• Feature flag to prevent Change Order being created from Change Order Option for “Allow creation of Change Order from existing Change Order” has been added.

• Ability to select roles that can create Change Orders Users now have the ability to indicate which roles can access the “Create Change Order” button in Sales Orders.

• Enhanced the item table interface for Create Change Order page. Users can filter, search, for specific table entry.

— END OF CFI SUITE™ 2024.2 RELEASE NOTES — For any questions, please email us on cfi@erpsuccesspartners.com.

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