The Prolecto Business Process Automation (BPA) is a set of NetSuite software libraries that help shape automation for many common business practices. The following reflect practices supported: 1) Automatically invoice an item fulfillment as soon as it moves to "shipped" status, and attempt to pay for the invoice via available floating customer deposits. Likewise, automatically create a vendor bill as soon as an item receipt is produced. Proper linkages between the transactions support control and reporting. 2) Provides a mechanism to automatically create a unique line key valuable for child record operations. 3) Expose Saved Search in MVC general pattern via SuiteLet to work where permissions are limited. 4) Gift Card Libraries to use NetSuite's as a sub-ledger in integrated order processing. 5) Late Invoice Reminders to help with customer dunning processes. 6) BackOrder Utility: TODO: clarification. 7) A tool to help drive change order management and approvals. 8) ToDo: review for clarification and additional capabilities.

Clients may seek specific capabilities that are available without a license charge to drive enhanced and automated transaction processing.

Build ID 128

Version: 20251119.RC

• Enhanced the Summary Invoice module to allow for grouping by a “parent” Customer.
• Restored previously removed saved searches required by the summary invoice module.

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Version: 20250915.RC

• Streamlined code, incorporating App Settings for the Recurring Payment engine to facilitate integrating dynamically with other accelerators like the Prolecto Accept Pay Technologies.

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Version: 20250828.RC

• Added a new feature - PRI BPA Recurring Charge Generator - for specify and generating recurring charges.
• Updated the Summary Invoice record type to allow overriding the numbering scheme, ensure the invoice count is accurate, and make it easier to delete of underlying transactions when needed.
   

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Version: 20250812.RC

• Implemented a Plugin architecture to support client-specific Summary Invoice features.

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Version: 20250610.RC

• Introduced the concept of a Summary Invoice: a way to group related Invoice transactions for the purpose of communication and consolidation.
• Enabled BPA Auto Invoicing to take into account the Item Fulfillment address and populate on the Invoice if blank, to support Line Level Shipping settings on Sales Orders.
   

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Version: 20240816.RC

• Bug fixes in PRI BPA Change Order module to prevent a loop of QM entries in certain error scenarios.

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Version: 20240222.RC

Added the ability to have auto-invoicing be performed via a scheduled script (QM) rather than in “real-time” via a suitelet.

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Version: 20231106.RC

Changes related to Change Order capacities:

• SMART Approval Logic based on Sales Order Status
• Four new App Settings:
  • Approve Change Order Line Sync Rules to New Sales Order
  • Map Change Order Body Fields to New Sales Order
  • Approve Change Order Line Sync Rules
  • Map Change Order Body Fields to Original Sales Order
• “CHANGEORD_VARIANCE_SYNC” queue Removal on Change Order Approval
• Removal of “Delay Minute for Queue CHANGEORD_VARIANCE_SYNC“

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Version: 20230804.RC

Add a new feature: “Auto-Create Intercompany Receipt From Fulfillment”
 

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Version: 20230802.RC

• Enhanced Project Economics
• Added Change Order Revenue
• Added Drop Shipment Narrative
• Refined for 1 Queue for CHANGEORD_VARIANCE_SYNC on Change Order Approval

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Version: 20230314.RC

• Added validations for Lot #, Serial #, Multiple Pricing, and Bin # so this module can work in all environments.
• Added the App Setting: Delay Minute for Queue CHANGEORD_VARIANCE_SYNC: To use when we need a delay on this specific Queue

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Version: 20230112.RC

Change Order module to accommodate lot numbers.

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Version: 20221129.RC

Refinements for bundle installation for Change Order app.settings.

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Version: 20221109.RC

• Switch to source from the fulfillment location versus the SO on the invoice header.
• Allow the Aged Inventory SuiteLet to work in Asynch mode to handle larger datasets

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Version: 20220601.RC

Refinements for Change Order artifacts related to CRE

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Version: 20220527.RC

Updates the “Late Invoice Reminder” feature to use CRE 2.0.

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Version: 20220427.RC

Minor revision for deployment defaults.

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Version: 20220417.RC

1. Added support for auto-invoicing with accommodation items. Via a new app setting, skip the validation of accommodation items during auto-invoicing.
2. Fixed logic for handling XEDIT updates to the “manual request” to process an item fulfillment.
3. Bundle simplification to categorize fields and functionality to more specific scopes:  Released BPA Entity and BPA Shipping Services

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Version: 20211110.RC

Added Markup Shipping costs on invoices with "accommodation" logic.

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Version: 20211026.RC

Refinement for BPA Contacts to have a "Remove all Roles" convenience link.

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Version: 20210902.RC

Added support via app.settings to "zero out unused lines" on auto-invoicing. Instead of excluding the line, add the line with a quantity equal to zero.

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Version: 20210815.RC

Minor script installation refinements.

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Version: 20210810.RC

• BPA Contacts: When transforming transactions, enable sync between the Contacts on the Created From and the newly created transaction
• Enhanced the Bundle Installation script to include new App Settings

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Version: 20210702.RC

Additional saved searches to support BPA Change Order

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Version: 20210629.RC

Two major enhancements in this build.

Auto Invoicing Enhancement

Added support for new App Setting “Prorate Invoice Amount Based on Quantity”

By default, NetSuite calculates the amount on the Invoice automatically as Item Rate (from SO) * Qty Fulfilled.

If this new app setting is set to TRUE, then BPA will override the amount on the Invoice based on this formula:

Amount From SO * (Qty Fulfilled / Qty Ordered)

Change Order Application

Activation of the Change Order application as referenced by this article

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Version: 20210323.RC

Rewrote logic for how/when Invoices are created from Item Fulfillments 

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Version: 20201216.RC

Added feature to “Use Scheduled Script to Auto-Create Bill From Receipt”.  If this App Setting is “true” then the work will be submitted to QM and processed via a background script, to avoid timeouts, and prevent duplicates.

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Version: 20201201.RC

Since BPA makes Invoices “mirror images” of Item Fulfillments, any item on a Sales Order that is “non-fulfillable” will never get Invoiced.


Added an app setting (with the default value FALSE) to allow non-fulfillable items to remain on an invoice.  If this setting is TRUE, then the first invoice will get all non-fulfillable items; If this setting is FALSE, then they will never end up on any invoice (created by BPA).

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Version: 20201123.RC

Granular control over the process of which item fulfillments are auto-invoiced (similar to recent enhancements on vendor bills).

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Version: 20200915.RC

Refinements to auto-billing item receipts so that you can have complete control whether any individual item receipt is auto-billed.

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Version: 20200911.RC

Added ability to automatically craft a Vendor Bill from an Item Receipt.

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Version: 20200811.RC

Backorder Availability updates to help basic NetSuite accounts understand next date availability given existing purchase order supply and sales order demand.  

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Version: 20200803.RC

Refinements for customer statement processing.

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Version: 20200720.RC

Generate and send customer statements that get beyond NetSuite's 100 customers-at-a-time limitation.

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Version: 20200512.RC

1) Added new Late Invoice Reminders sub system used in customer Dunning situations. 

 2) Enhanced the UPS Rating service to support multiple packages based on volume and exposed weight.

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Version: 20200428.RC

Refinements to script names and dependencies to PRI Utilities Bundle.

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Version: 20200214.RC

Deprecation from a SuiteApp approach from old bundle ID, 249212, to new bundle.  Deprecation is not automatic and demands care during installation.  Other minor refinements for billing address.

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Version: 20191212.RC

Further object refinements.

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Version: 20191211.RC

Refinements to the installation script for App Settings.

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Version: 20191209.RC

Offers up a new customer sync routine to copy information from parent to child.

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Version: 20191119.RC

1. The Fulfillment to Invoice link field is now a 2-way field so that the FF will point to the Invoice, and vice-versa.
2. Additional logic to the bundle installation script so that it now creates several app settings for the Inventory Aging Suitelet, and the Suitelet now uses those fields instead of internal hardcoding.

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Version: 20191117.RC

Updated to a) Inventory Aging Suitelet distribution b) New checkbox capacity to indicate generate invoices from item fulfillments on demand c) Menu system to get to utilities and control searches d) updated documentation

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Version: 20191101.RC

Revised purposeful contacts to allow same functionality against transactions.

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Version: 20190628.RC

The first revision of the extensible contacts to entities role system.

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Version: 20190513.RC

Exposed saved search via SuiteLets using MVC pattern to help provide contextual displays in Vendor / Customer or other non-traditional places.

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Version: 20190422.RC

Moved Unique Line Key Generator using Before Submit to improve processing and to clear in copy mode.  New dependency on Utilities App Settings.

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Version: 20190102.RC

Added new capacity to create a sales order unique line key that will trickle to subsequent transactions, especially purchase orders, giving us searchable references to drive complex business logic.

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Version: 20181030.RC

Refinements for bundle pathways.

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Version: 20181011.RC

• It can now either create an Invoice or a Cash Sales transaction·
• Bundle Installation Script which automatically creates the necessary “App Settings” for this bundle

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Version: 20180903.RC

initial version to support NetSuite Auto Bill from Shipments to release to first client.

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