Version History
69min
- Global API: Read, Create, and Update can now be performed on Transfer Orders and Item Receipts.
- Bug Fix: Fixed Auto-Create / Auto-Update Salesforce Price Book Entries from NetSuite Item Prices when MultiCurrency is disabled in NetSuite Account
- Bug Fix: Status Flags images that were not displaying are fixed
- Bug Fix: Invoice record that failed to load when the user lacked access to the Hide Download PDF field is now fixed.
- The NetSuite concurrent limit, which defaults to 2, can now be set in Breadwinner Configuration.
- A new feature is introduced to Show/Hide the "Download Invoice PDF" button on the Invoice record info page.
- An error is shown on the status logs when a customer/Vendor is created/Edited using the global API when the customer match is not completed.
- In the nightly sync, assembly items, inventory items, and their respective inventory locations will also be synced.
- When creating a Sales Order with Custom Guided Wizard, if any lookup fields (such as terms, billing schedule, ship method, etc.) are not provided, NetSuite will apply the default values when the transaction is created.
- Bug fix: When creating a transaction, an error is thrown if a discount rate is provided but a discount item is not provided.
- A new feature called 'Sharing Settings' is introduced. When this feature is turned on, the owner of a Customer or Vendor will automatically match the owner of the Account used to create them. Additionally, all transactions linked to that Customer or Vendor will share the same owner, regardless of which user creates the transactions. This ensures consistent ownership across all related records.
- If the user under which the Breadwinner jobs are scheduled is made inactive, then all the Breadwinner jobs will be Scheduled under that Active Admin user who ever visits the "Breadwinner for NetSuite" tab.
- A new field called "Tax2Total" has been added to the Breadwinner Transaction Objects, which include Sales Order, Estimate, RMA, Credit Memo, Check, Bill, and Purchase Order, and its sync has been handled.
- The line item sync issue with taxRate2 has been fixed.
- Related lists were not visible under the Customer/Vendor if the NetSuite org was disconnected. They will now stay visible.
- Site Guest Users can now create NetSuite Customers and Sales Orders using Breadwinner's Global API.
- The Create Estimate Page has been updated to enable users to create or attach a Primary Contact while creating a new Customer.
- The Start and End Date fields are now synced for the NetSuite Invoices and can be seen on the Invoice record page.
- Added the ability to fully update the partial records on the NetSuite Company and Item record pages.
- Added the Preview Sync before performing the Historical Sync, which will retrieve recent customers and their related transactions.
- NetSuite Customer Deposits are now synced into Breadwinner under the NetSuite Payment Object.
- Enhanced the UI for Token/customer secret values by letting the user know whether the characters entered in these fields are 64 digits or not; this feature will also ignore the leading and trail spaces.
- If billing schedules sync is enabled and the billing schedule parameter is passed via CURL, the Billing Schedule field input text on the Create Estimate and Sales Order pages will be shown as a picklist.
- In the transaction record info pages(like Sales Order, Invoice, Bill, etc.), the custom fields present in the line item table are now sorted as per the Salesforce API names, and also the fields present under the "NetSuite's Custom Fields" Section in Line Item record info page and other transaction record info pages are sorted as per the Salesforce API name.
- On a Company Record info page, the transactions present on the related list table will now be sorted as per the transaction date, meaning the recent transactions will be shown first. Also, there is a sort icon on each column, which can be used to sort the table as per the column.
- A new field, "Tax2Total", is introduced in the Breadwinner Invoice Object.
- Bug fix: Stopped rescheduling the Historical/Weekly sync job for every 5 minutes when the page index is 0.
- Refreshed sandboxes will now mirror the Production Breadwinner subscription details. This means the sandbox will have the same expiration date as the production subscription.
- Added Tab visibility for the Breadwinner objects in the packaged permission sets.
- Upgraded the existing code to Salesforce's API Version 58.0
- Bug Fix: Invoice Sync failed with a division by 0 error for Time List line items when the rate was zero.
- Changes are made for syncing Inactive NetSuite Products into Salesforce when the "Auto-Create Salesforce Products from NetSuite Items?" pick-list value is set to "All Items." When the picklist is set to "All Items," then the inactive NetSuite items will be matched to active salesforce products with the same name(if there are any); otherwise, no new salesforce product will be created for the Inactive NetSuite Item.
- Regular Sync frequency can now be set within any range between 5 minutes to 1440 minutes(24 hours)
- Transaction Level Custom Fields now can be displayed in the order specified by the user in Custom Guided Wizard by following the below syntax syntax: cf_orderNumber_dataType_nsapiname
- UI changes to the Company Configuration page
- A new field "UPC Code" of NetSuite Items is now synced to salesforce
- Global API: use the field name "upcCode" to read/update/create the upcCode field using Global API
- Custom segment fields of NetSuite can be synced into Salesforce and populated while creating NetSuite Customer and Transactions.
- The caution message displayed above the one-click import button "Auto Match/Create Salesforce Accounts from NetSuite Companies" was updated
- The Billing Schedules present in NetSuite are now synced.
- Global API: Read operation for Billing Schedules is now possible
- Regular Sync is now able to sync all the supported suite billing objects into Salesforce
- All the LWC and AURA components are upgraded to Salesforce's API version 58.0
- While creating an estimate using the Custom Guided Wizard, we can map a field to populate the "Billing Schedule."
- We are now syncing additional FedEx, USPS, & UPS Package lists for Item Fulfillment records.
- Added Subscription creation from the Custom Guided Wizard
- Added support for NetSuite's SuiteBilling module. Breadwinner for NetSuite can now sync, view, and maintain the data from NetSuite objects like Billing Accounts, Subscription Terms, Subscription Plans, Subscriptions etc,
- Global API: Support for NetSuite's SuiteBilling module. One can create transactions like Subscription, PricePlan, Subscription Change Order, and Billing Account
- Bug Fix: Fixed various UI issues with the NetSuite Object Sync page
- The "list time track" records added to an invoice in NetSuite is now shown under the "Billable Line Item" section of the Invoices record info pages
- A new field, "Ship To Internal Id" is added to the Line Item record info page of
- Download PDF help doc link is changed
- If any payment record is deleted in Salesforce, then its corresponding parent transaction record also gets deleted
- While creating a SalesOrder using CURL, there is flexibility to select another Subsidiary
- The total number of records synced for an object at the org-level can now be seen after the completion of its sync, and for subsidiary-level objects while the sync is in progress at any particular point of time, one can see how many numbers of records synced out of total available records when mouse hovers on the object
- When the custom object records get deleted in the NetSuite org, the same records get deleted in the Salesforce.
- A new Sync Button (slightly visible) was added to the "Restart and Updating" section on the Troubleshooting section to start the initial sync manually
- Now, the weekly sync time frame picklist has a new option added to the picklist, which will bring all the past data to the salesforce
- Custom Guided Wizard: A new field called "External ID" is now supported for all the transaction's custom button URLs.
- Custom Guided Wizard: The transaction line items will be visible according to their data type (e.g., for a checkbox field, an input checkbox is visible) while creating a transaction.
- Bug Fix: Custom Object sync issues are fixed.
- Custom Guided Wizard: Using the custom button URL, child object custom fields can now be sorted by passing the numbers in the URL
- Supporting the Download Invoice PDF button on the standard page layout
- Global API: Transaction Items now can be edited using the Global API Requests
- Earlier Heap Size errors were handled only for regular sync, and now the same error is dealt with for Historical and Weekly syncs using the RPS and RPN values.
- Custom Guided Wizard: Two new fields, "Discount Item" and "Discount Rate," were introduced on the Custom button URL.
- A new Breadwinner formula field called "NetSuite Item Internal Id" is added to the "OpportunityProducts" object, which gets populated with the NetSuite Item Internal ID once the NetSuite Item is associated with the Salesforce Product. It will help in flows and automation.
- Sync issues are fixed.
- Now, while creating a NetSuite Custom Object in Salesforce, a pop-up is displayed to select the parent object (if any) for the custom object that is being created.
- Added support for "Terms" and "Primary Currency" on the NetSuite Company Object.
- "DiscountItem" and "DiscountRate" fields were added to the transactions that support these fields.
- Now, both the child and custom objects of NetSuite can be linked with a lookup relationship in Salesforce with a pop-up interface that will appear while creating a custom object in Salesforce
- Now, the custom fields of type URL, Email, Currency, and Percentage will also get synced to the salesforce
- The edit button is added to the NetSuite Contacts.
- The Custom URL Generator page is now available on the Breadwinner setting page
- In the object sync model, the default picklist value is changed to "Do Not Create" and "Do Not Match"
- Added support for "Partner" and "Taxable" on the NetSuite Company Object
- Previous release bugs and errors were fixed
- Now, the total NetSuite Object record count can be known by using the "Total Record Count" and "Total Page Count" fields of a NetSuite Object
- Amount, Total, Subtotal, Total Tax, and Total Discount fields are formatted with commas.
- Custom Guided Wizard: In the custom button URL, standard fields and custom fields can have the same name without any issues.
- Sync issues related to RPS and RPN fields are fixed
- A new button, "Start Initial Sync of NetSuite Objects", was added to the setup page, which will let the user modify the sync model before starting the initial sync
- Global API: Now, primary contact can be attached to a customer, vendor, and SalesOrder using Global API
- Fields named RPS and RPN were added to the NetSuite object to track the CPU and Heap issues during the sync
- Line item order issues are fixed
- Now, the NetSuite objects count can be seen at the subsidiary level
- Amount, Subtotal, and Total fields of SalesOrder are now formatted with the commas
- Bugfix: Exceptions that arose while creating a customer were handled
- Bugfix: Classes, Departments, and Locations with multiple subsidiaries are now visible on the create transaction picklist
- Global API: Now files can be uploaded to the NetSuite file cabinet using the Global API
- A new picklist named "Auto-Match NetSuite Companies to Salesforce Accounts?" is added to the sync model to give more flexibility to the user over the data that needs to be synced
- Bug Fix: Now, the Individual Customer/Vendor of NetSutie is mapped against the Account with the customer name, and if no match is found, then it is mapped against the company name
- The option to choose how far back one can go for the Weekly Sync is added to the weekly sync
- Apex CPU time limit exceptions of the customers were fixed
- The control sync of all the AR transactions was added with the "Do not Import" checkbox, which will not sync any transactions into the salesforce after enabling the checkbox for that particular customer
- Editing a Customer/Vendor is now possible whether they are associated with a salesforce Account or not
- Bug Fix: The sorting parameter "co_sort_by" can now be case insensitive in Custom Guided Wizard
- Global API: Delete operation is added for all the supported in the Global API and also for the custom objects
- A new link, "Do you still want to sync this record?" is added to the record info pages of Purchase Order, Vendor Bill, Vendor credit, Check, Cash Refund, and Credit Memo to manually sync/update the record irrespective of whether it is updated in NetSuite or not
- Global API: You can now run your own NetSuite Custom Object Regular Sync with your own time frame
- Location is now available at the Sales Order level. Class and Department are now available at the Line Item level.
- Breadwinner Sync has been updated to enhance the reliability of the sync process.
- Global API: Save option added for all read actions, which allows for multiple records to be refreshed
- Ability to force re-sync of individual records from NetSuite to Salesforce via apex.
- Vendors have been added to the Object Sync Settings to allow customers to control Customers and Vendors separately.
- Bugfix: The contact update message "Sync is not active" has been addressed.
- Bugfix: Global API List Index out-of-bounds error has been addressed.
- Security Update - Breadwinner has addressed a potential phishing attack vector.
- Billing Schedule on transaction and line level is now enabled
- Page Loading speed has been addressed to make it much faster.
- Now Breadwinner can handle more than 150 subsidiaries in an org.
- Modify Object Sync settings page now provides a message and link to subsidiaries related list when there are too many records for the page.
- Added link to control subsidiary sync settings from the subsidiary record page.
- Bugfix: Resolved issue where subsidiary list showed spinner but did not load page.
- Bugfix: Addressed issue where inactive subsidiary records were not removed and may have created duplicate records.
- Bugfix: Issue where Shipping Street value is not correctly read to Netsuite Sales Order records has been fixed.
- Orgs with large number of Subsidiaries are now displayed with ability to link to see remaining subsidiaries which otherwise remained hidden.
- Bugfix: Fixed a page view issue when company has large number of subsidiaries.
- Bugfix: Resolved issue when inventory Locations are creating new org-wide records in monitor job.
- Bugfix: Sync issue with NetSuite Items when large page record sizes are used
- Bugfix: Null values for Locations were causing sync issues. This has been resolved.
- Rev Rec fields added to sync to Salesforce records from NetSuite. Rev Rec Start Date, Rev Rec End Date, and Rev Rec Schedule.
- Alert user when a Breadwinner Admin user is making particular changes, yet is not a SFDC System Administrator
- Edit Company button added to NetSuite Company page. This allows updating of NetSuite Customers from within Salesforce, directly and without the need to enter Sales Order process to accomplish.
- Bugfix: A bug was identified and resolved in new shipping and handling cost fields when values were null.
- Fence Dates and sync control using a checkbox or other field criteria has been added to Breadwinner. This empowers users to limit the volume of records or customize what is synced to Salesforce using logic in NetSuite.
- Negative numbers can now be synced for custom object record fields.
- Bugfix: Duplicate record creation with simultaneous batches has been addressed.
- Shipping Cost and Handling Cost are now parameters for Sales Order creation.
- Is Residential checkbox is now available in company creation during guided wizard.
- Class and department are now being presented as picklists in Guided Wizard.
- Global API: Download PDF for invoice & estimate now accessible
- Fixed an issue with item fulfillment related list when subsidiary disabled.
- Shipping address and person email address added to SF Account when created from NS company.
- Billing and shipping address fields added to estimate Guided Wizard and Global API
- Create/edit shipping address of customers, added to Sales Order and Estimate guided wizard.
- Custom fields in Breadwinner Guided Wizard are now displayed as their appropriate type rather than text value. Checkboxes are now shown as checkbox, no longer true/false. Date and decimal values have also changed.
- Item fulfillment and on hand quantities are now tracked at the line level.
- Location field is now shown in Breadwinner Guided Wizard even when subsidiary is disabled.
- Category field on NetSuite Customer records can now be set.
- A feature to allow Sales Order Guided Wizard to have fields hidden from view. This makes it possible to hide unused or other data fields from view.
- Bugfix - Issue with sending quantity for discount items has been resolved.
- Bugfix: An issue was resolved where large numbers of Price Book Entries (20k+) did not automatically match as expected.
- Update Primary Contact button is now available for NetSuite Customer records. This enables updating of primary contact without needing a new transaction.
- NetSuite Item Groups are added to the custom URL and Breadwinner Guided Wizard. This allows for products in Salesforce to create Item Groups in NetSuite, where they expand to individual NetSuite Items from that group.
- Terms / Net Terms are now available on Estimate, SalesOrder, Invoice, PurchaseOrder, VendorBill
- Internal Release
- Date Fields are now handling Time Zones in NetSuite Custom Fields
- Enhancements were made to NetSuite messaging changes to refine the user experience during connecting/disconnect from NetSuite.
- Global API read function now available for Custom Objects
- Adds line item sort option for Custom Guided Wizard
- Enhancement to Global API adding Create / Update functionality on Custom Object records
- Bugfix: An issue where only single lines of Billing/Shipping address were being passed in Custom URL has been addressed.
- Bugfix: Now providing guidance for when child record updates caused from Parent record updates exceed limits of SF. Updates of >10k records require specific intervention and the user is now guided rather than left with an error message.
- Enhancement to Global API adding functionality for creation of Customer Payments.
- Enhancement to utilize Lighting Web Components and replace older method of displaying record fields. This enhancement is to all Breadwinner object visualforce pages.
- Enhanced Custom URL handling of decimal values
- Enhancement adding custom fields to the Create a NetSuite Customer page.
- Enhancement to add additional standard fields to the Customer creation process in Breadwinner Guided Wizard.
- Enhancement to add child fields to cURL parameters, eliminating the need for formula field creation in many cases.
- Enhancement to add Connection troubleshooting to the Troubleshooting section of Breadwinner for NetSuite.
- Enhancement to Breadwinner Guided Wizard, adding the remove/delete button on each line item in the item list.
- Enhancement to handle very large invoice values across all Breadwinner records, up to 9,999,999.99
- Issue with Custom URL parameters has been addressed, where numeric fields were not formatted correctly.
- Bugfix: Addresses Subsidiary parental hierarchy issue.
- Enhancement to add a field with complete hierarchy name to Subsidiary.
- Enhancement to add Primary Contact fields onto Sales order object enhancement to properly handle Bill and Purchase
- Bill payment transactions in Vendor Payments and Vendor Credits.
- Added functionality to remove data records from unconnected NetSuite Orgs. This helps in cleanup when sandboxes are refreshed and org connection is reestablished.
- Enhancement adding ability to restrict import of vendor payments and vendor credits.
- Enhancement bringing Vendor Payments into Salesforce
- Enhancement to add Vendor Credit sync in addition to already existing vendor payments.
- Enhancements to NetSuite Department and Class records into Salesforce.
- Enhancements to Vendor Credits and Payments including linking to tasks and page updates.
- Enhanced product match for NetSuite Items to provide better name match for long item names.
- Enhancement to Global API for Create / Update Vendor Bills
- Enhancements to Global API for Create / Update Credit Memo
- Bugfix: Error on custom URL testing page when &testing=true. This resolves an error when the test page failed to load.
- Sales Description in NetSuite is now filled with product description on line items for purchase transactions.
- Global API updated with Update Item.
- Global API updated with Update RMA.
- Global API updated with Update Sales Order
- Location field picklist added for Invoice / RMA / VendorBill in Breadwinner Guided Automation Wizard for transaction creation.
- Update Purchase Order option added to Global API
- Bugfix: Regular sync failure recovery issue has been addressed. API connection failures no longer risk creating repeating sync failure and INVALID_SEARCH__.. error message.
- Price Book Entries have been added to Product Match for further control of product creation / matching / sync
- Product Match menu enhancements adding Sync Settings, Product and Pricebooks
- Regular syncing of Pricebook Entries and Items is performed on a regular basis when enabled. New feature settings are available in Breadwinner for NetSuite -> Product Match -> Sync Settings.
- Salesforce standard price book entries are now created during auto-creation of products from NetSuite items.
- Employee Match process has been updated to resolve an issue where view Maximum View State Size Limit was exceeded.
- Bugfix: Breadwinner for NetSuite setup page not loading properly
- Control Sync Status button added to NetSuite Items
- Global API now has Read Customer
- View Item in NetSuite links have been added to common records in Salesforce. This provides easy opening of related NetSuite records from Salesforce if the user has NetSuite credentials too.
- Bugfix: Weekly sync failing with too many rows. Issue was addressed and resolved.
- Custom Fields page has a new and more usable design.
- Custom Object configuration page updated for easier use.
- Custom Object creation with historical and routine sync have been released.
- Bugfix: Issue addressed when selecting and deselecting subsidiaries in setup, selection would revert.
- Bugfix: Sync issue when using custom lookup ID. Issue has been resolved.
- Added Estimate Creation to Breadwinner Guided Automation Wizard from custom URL.
- Custom URL can now create transactions from Account as its source record.
- Discount Rate was not populated on new sales order creation correctly. Issue has been resolved.
- Bugfix: Issue with creating line items from Custom URL for Breadwinner Guided Automation Wizard.
- Bugfix: Issue resolved when link to check for updates created new records when user had incorrect permissions.
- Object sync update to properly handle unused (unchecked) subsidiaries during contact creation.
- Optimizations made to Custom URL for transaction standard fields.
- Report builder functionality released. This allows for creation of Breadwinner sample reports within a customer's org.
- Salesforce account stage is now indicated in Breadwinner Guided Automation Wizard to ensure correct selection of associated account.
- To address an issue, memorized transactions are not included in routine syncs.
- Employee Match process further enhanced.
- Employee Match Wizard further enhanced for functionality.
- NetSuite Employee user lookup now enforces 1:1 relationship with Salesforce users.
- Download Cash Sale PDF
- NetSuite Object Sync Exclude unchecked subsidiaries during customer creation
- Salesforce Security Review
- Bugfix: Time zone discrepancies on Standard Date fields between Breadwinner & NetSuite
