2019 Release 3

This release is scheduled to go live on the evening of August 23, 2019 Pacific Time.

Web Services

New function to list user date and time formatting preferences

The new readUserFormatting function lists information about the specified user’s preferences for date and time format, locale, timezone (GMT offset), and time clock (12 or 24). The locale, such as en_US, is also returned.

Global Consolidations

Ability to select dimensions for consolidated books

In previous releases, global consolidations always included all standard and user-defined dimensions, which could adversely affect performance.

You can now select which dimensions you want to use, so your consolidations meet your requirements and run faster.

Any books you consolidated before the current release have all dimensions selected by default. You can update such books to reduce the set using the new DIMENSIONS parameter. When you create a new book, you choose the dimensions you want (or accept the default value, which is location only).

For more information, see the DIMENSIONS parameter on the following functions:

Historical rate calculation

Now, when you consolidate your books, you can choose whether to use the exchange rate date defined on each individual transaction line or the date of the transaction.

For more information, see the HISTORICALRATEDATETYPE parameter on the following functions:

Inventory Control

Item GL group names now available when listing transactions

When listing Order Entry, Purchasing, or Inventory transactions with readByQuery, the responses will include a new ITEMGLGROUPNAME element with the name of the item GL group.

AP Payments

Improved validation for create_paymentrequest

The create_paymentrequest function now validates for correct values for the paymentmethod parameter.

Platform Services

We improved the workflow for editing platform applications. After editing and saving your work in the UI, you are now returned to the page you were working on instead of back to the main page.

Platform applications can now include user-defined dimensions

If you need a unique dimension to support the requirements of your platform application, you can now provide a user-defined dimension (UDD) with your application. Your UDD will be available on reports and transaction entry pages. In previous releases, if you tried to publish an application with UDDs, you got an error.

Before deciding to provide a UDD with your application, be aware of the following:

  • There may be an associated cost for the company installing the application
  • UDDs cannot be uninstalled after they are in use
  • Transaction and report processing times can increase as UDDs are added

To make sure that the consumer of the application is aware of these considerations, a full administrator with the appropriate permissions must authorize the installation of an application with UDDs.

Note: Administrators cannot grant themselves permission to authorize the installation of applications with UDDs. Rather, an administrator is granted this permission by another administrator. (If there is only one active administrator in the company, an exception is made to this rule.) An organization might typically designate one administrator and one backup with this permission.

When you attempt to install an application with UDDs from the UI, you can generate an email authorization request to send to the appropriate administrator. In addition, a request for authorization is added in the Requests for authorization section under Platform Services > Applications. When you attempt to install such an application with the installApp function, the email is skipped, but the same request for authorization is added in the UI.

After authorization is granted, you can install the application without interruption.

See the installApp function or refer to Custom applications in the Sage Intacct product help for more information.

Customization Services

You can now include interactive custom reports in package files for easy sharing. See Customization Packages for more information.

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