General release information
Release 1.7.2 has been released on the 3rd of August 2023 and contains several bug fixes. Below you can find more information related to the enhancements and bug fixes. We will update your Production account automatically and the Sandbox account can be updated from your (the customer's) end at any given time.
Bug Fixes
FFA-790 Depreciation of HTML code in saved searches
NetSuite will depreciate the support of formula text fields that contain HTML code in saved searches as of the release 2023.2. ZoneApprovals used HTML code in certain searches that have been removed to fully support the upcoming NetSuite release.
FFA-829 Super approver bulk approval display switch
The bulk approvals feature allows users to bulk approve transactions with just a few clicks. It is possible to assign the "Super Approver" permission to a user, resulting in the situation that the bulk approval page showed all transactions to which the employee has access. Due to this, there was no clear view of which transactions were assigned to the current user. To resolve this a new chip has been introduced that allows to switch the view between own transactions and supper approver transactions.
FFA-830 Option to enable filter chips in the bulk approval portlet
The standard bulk approval page allows users to filter transactions with predefined filter chips. These filter options were not visible in the portlet version to provide more screen real estate. The request from certain users was to provide the same filter options in the portlet version. In this release, we introduce a user preference to enable or disable this. By default the filter options are disabled but under HOME ICON->SET PREFERENCES subtab -> "Custom Preferences" section -> "ZoneApprovals" the user can enable the filtering. This is an employee-based setting.
FFA-837 Refund option available on credit memo during approval routing
In version 1.7.2 ZoneApprovals introduced the option to enable approval routing on credit memos. While the credit memo was in the status "Pending Approval" the user still had the ability to refund the credit memo. In this release, the refund button will remain invisible until the credit memo has been fully approved.
FFA-841 Next group approver is not cleared after rejection
During the approval routing, ZoneApprovals shows the end user which employee, group, or user role is able to approve. When a transaction gets rejected these values should be cleared to have a clean overview. This did not happen when a group was assigned as the next approver. In this release, this issue has been fixed and the group is cleared correctly after rejection.
FFA-850 Limit transaction options on the approval transaction record sublist
On the Approval Configuration page at the bottom, the user will see a list of potentially configured "Approval Transaction" records. In the sublist ZoneApprovals allowed to edit inline the transaction type and this dropdown list showed more transaction options than supported. This release filters the selectable options to only what has been configured in the system to minimize the opportunity to create incorrect configurations.
FFA-857 Admin is not able to redirect when part of a group
When a user was logged in as an administrator and was at the same moment part of an approval group assigned to a transaction then the employee was not able to redirect the transaction through the user interface. This release removes this limitation so that an employee with an administrator role can approve or reject as expected.
FFA-858 Default sender remains mandatory
ZoneApprovals allows defining on the "Approval Transaction" records if the approval by email is enabled or not. When the configuration was set to not enabled the user still had to populate the default sender due to the fact it did remain mandatory. This release enhances the dynamic display so that this field is not mandatory when approval by email is disabled.
FFA-862 Users segmentation twice in the dropdown field on the matrix configuration
On the matrix configuration page, the user has the ability to select the next approver. In this dropdown, the segmentation named "Users" was sometimes doubled. This release resolves that issue so that there is only one section named "Users" in the dropdown.
FFA-899 Net or gross amount setting not respected for expense reports
In ZoneApprovals, it is possible to alter the system so it uses a net amount or a gross amount. On expense reports, this logic was failing and always only took the amount excluding taxes into consideration for the approval routing. In this release, the logic has been adjusted so it responds correctly to the settings.
FFA-900 The Bulk Approval feature seemed to be enabled
The Bulk Approval feature is enabled on higher tier levels but customers on a lower tier level did have access to the feature. In this release, the system correctly makes the feature available or not based on the purchased tier level.
FFA-901 No accrual journal was created for taxable journal entries
The Accrual feature was unable to create accrual for journals that contained tax. In this release, the logic has been adjusted so that taxable journal entries can be accrued correctly which means that the accrual journal will use the gross amount for the posting when a tax amount is found on the GL posting line.
FFA-906 Accruals feature seemed to be enabled
The Accrual feature is enabled on higher tier levels but customers on a lower tier level did have access to the feature. In this release, the system correctly makes the feature available or not based on the purchased tier level.
FFA-907 Unable to redirect the approval routing as group approver
ZoneApprovals offer the configuration option to allow redirection of approvals. This redirection was not possible when the user was part of an approval group. This release resolves that limitation so that a member of a group approval is able to redirect the approval as expected.
FFA-908 Unable to redirect the approval routing as user role approver
ZoneApprovals offer the configuration option to allow redirection of approvals. This redirection was not possible when the user was part of a user role. This release resolves that limitation so that a member of a user role approval is able to redirect the approval as expected.
FFA-915 Approval log duplication when using thresholds
It is possible to configure ZoneApprovals so it monitors changes on transactions in the approval routing or after the approval routing which will automate a resubmission for approval when outside the defined thresholds. When this was configured it led to duplicated approval logs. This has been resolved in this release.
FFA-916 Mandatory approval reason block rerouting thresholds
When the system is set to enable thresholds that allow altering transactions till a certain threshold the system wasn't able to automatically submit the transaction again for approval if the thresholds were exceeded. This was due to the fact that the approval reason setting mandatory was enabled. This release resolves this limitation so that the system is able to automatically resubmit the transaction for approval routing.
FFA-922 Rejection reason not mandatory in Bulk Approvals
In Bulk Approvals, the user was able to approve or reject transactions. When a user rejects a transaction the reason for rejection is always mandatory but bulk approvals allowed the user to proceed without entering a reason. In this release, the logic has been adjusted so that the user can not reject without providing a rejection reason.
FFA-924 Hierarchy removal in the subsidiary selection field
On the Approval Configuration record, the user can select one or multiple subsidiaries to which the configuration applies. The subsidiary dropdown field contained the hierarchy of the subsidiaries leading in certain cases to really long values that made it hard to select the proper subsidiary. In this release, the hierarchy has been removed so that the options in the dropdown are easier to navigate.
FFA-927 Portlet icons show more entries than the drill down data
ZoneApprovals comes with a special dashboard portlet that shows to the user the number of for example pending approval transactions. In certain cases, the number in the portlet showed a higher and expected number compared to the results behind the portlet. This did lead to the fact that the user was not able to see all the expected transactions. In this release, the searches have been adjusted so they also show the user the expected results.
FFA-929 Automation for including the transaction number
ZoneApprovals allows enabling approval by email. When this is enabled the user can create a custom email template that must follow certain rules for the subject. In many cases, these rules were not followed and executed by the end user. To protect the system better it now analyses the subject and if the configuration has not been done correctly the system will automatically add the missing configuration. With this change, the system is protected against misconfigurations and will never block the approval by email.
FFA-930 SuiteTax blocks approval by email
In NetSuite, it is possible to enable SuiteTax and when this was enabled the user was not able to approve transactions with approval by email. This release introduces new processing logic that ensures that transactions will be updated correctly even when SuiteTax is enabled in the NetSuite environment.
FFA-934 Bulk Approvals not loading data
In certain accounts, the Bulk Approvals wasn't loading any data while data was expected to be shown. This was caused by the fact that not all NetSuite accounts have price levels enabled. This release protects the system so that Bulk Approvals is able to load data even if price levels aren't enabled.
FFA-935 Redirect approval is not possible in non-Oneworld accounts
Customers that are using non-Oneworld account weren't able to redirect approvals and faced an error notification. The logic in this release has been adjusted in such a way that redirection is possible in non-Oneworld accounts.
FFA-960 Role-based approvers aren't able to approve
When a role-based approver try to approve a transaction they weren't able to do this due to the fact that the approve button was not visible to them. In this release, the logic has been adjusted so that role-based approvers do have the approve button availability.
FFA-962 Approval reason not captured when using approval by email
When the ZoneApprovals is configured to allow approval by email it also provides the option to enter in the approval email an approval reason. When this was used during the approval of a sales order or credit memo the reason was not actually captured and stored on the transaction. This is now resolved and the approval reason is stored correctly on the transaction.