NetLoan - Updating the Bundle

UPDATING THE NETLOAN BUNDLE

Netgain will continue to identify, develop, test, and deploy enhancements through bundle updates to NetLoan on a periodic basis. If you are still on the un-managed version, your NetSuite administrator will need to navigate to the bundle when available and initiate the update manually.

If you are on the managed version, you can follow the steps below to get the bundle updated in sandbox, then contact support@netgain.tech to get early access pushed to your production account.

When new bundle updates are available, a notification email will be sent to your designated contact. Included in the email will be the following:

  1. Highlight of major updates in the new version of NetLoan
  2. Any required actions or setup required to configure the new bundle and corresponding functionality enhancements
  3. Listing of what additional areas we will be working on next (prioritized roadmap items)

An administrator may also see a bundle update is available on the installed bundle listing (Customization > SuiteBundler > Search & Install Bundles – List)

STEP BY STEP PROCESS

  • Navigate to Customization > SuiteBundler > Search & Install Bundles > List
  • Scroll down to NetLoan, hover over the green icon in the Action column on the far left and select Update

  • IMPORTANT: Before selecting Update Bundle on the Preview Bundle Update page, review the changes to ensure the preferences on the bundle update are correct (if unsure reach out to support@netgain.techand we would be happy to assist getting you updated!)
    1. Lists
      • Locked lists should be set to Replace Data
      • Unlocked list should all be set to Merge Data
    2. Records
    3. SuiteScripts
      • Suitelet scripts should be set to Do Not Update Deployments
      • All Other scripts should be set to Update Deployments
  • Once bundle update preferences are reviewed to match the above, click Update Bundle, you can refresh to monitor progress from "Pending", to "Installation in Progress", finally to "Complete"
  • After update is complete you may need to update your NetLoan Loan form to hide any new fields which are not needed in your instance or reorganize them to display where you would like
    • Click the “Customize” link in the top right corner while editing a NetLoan Loan record to edit the preferred form
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