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Cash Application Manager (IO) - NetSuite release notes v3.9.0, July 2021

What’s new

Clone the integration flows from one integration tile to another integration tile using a template

You can now clone the bank setting values and mappings from one integration tile to another integration tile of different environments (production or sandbox) with one bank at a time. For more information, see Clone bank settings and mappings from one integration tile to another integration tile.

What’s enhanced

Identify credit memo in bank files

The Integration App is enhanced to identify the credit memos in bank files as follows:

  • The flow checks for any entries in the invoice fields section with negative amounts and considers that as a ‘Cash App Credit Memo.’
  • A new Bank credit memo Identifier field is added in the File Import section of the Bank Credit Memo to Netsuite Cash App Credit Memo(Add) flow. This setting is enabled only if the Use Credit Memos box is checked. By default, there is no value-added in the Bank credit memo Identifier field. If any value is added in the Bank credit memo Identifier field, the flow then checks for prefix value and searches for the data in the bank file where the invoice fields are configured and if any entry is found, consider that as a ‘Cash App Credit Memo’.

Display messages on the NetSuite CAM Dashboard for customer search and transaction sublists

The following messages are added on the NetSuite CAM Dashboard for customer search and transaction sublists:

  • When you search for a NetSuite customer with an invalid name, “No Matching Customer” message is displayed.
  • When you expand the transaction, if there are no sublists related to transactions, “No details” message is displayed.

CAM_July_release.png

What’s fixed

Update customer identification method for CAM transactions

While uploading a bank file, the flow now updates the exact customer identification method for CAM transactions configured in the flow mappings.

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