NCS Circ Rapid Release: 2025-2.1

Introduction

Welcome to the NCS Circulation 2025-2.1 release. This release introduces significant enhancements designed to support structured data exports and strengthen integration between the Circulation system and NetSuite.

This release includes File Map–based export support across multiple Accounting screens—Interface to AP, Vendor Export, Vendor Change Report, and Batch Refunds—with newly introduced File Map Usage values such as APCheckExport, APVendorExport, APTotExport, VendorExport, VendorChgReport, BatchRefund, BatchVendRef, and RefundTotExport. Enhancements to the GL Export process now allow the inclusion of four new data elements: CurrentDate, CurrentTime, CreditAmount, and DebitAmount.

The release also introduces convert types—String and Concatenate—within the File Map Definition screen. These tools enable substring extraction and merging of data fields, supporting complex export requirements, especially for delimited file formats.

NetSuite has been added as a valid response option in the Business Rule “To which system should account credit balances be interfaced?” (Account Finance section), ensuring consistency with PeopleSoft handling.

Minimal Requirements

• If using Naviga Pay for payments, a minimum Naviga Pay version of 2.2 is required for 2025-2.1.

• If using Payment Authorization Service, a minimum PAS version of 8.11.61 is required for 2025-2.1.

• A minimum Circulation version of 2025 is required to upgrade to the 2025-2.1. release.

Installation Notes

• After upgrading to 2025-2.1, you must recreate/resave any input files for the:

  • Accounting > A/P Direct Deposit > Interface to AP

  • Accounting > A/P Direct Deposit > Vendor Export

  • Accounting > A/P Direct Deposit > Vendor Change Report

  • Character Utilities > Tools > Re-Export Interface To AP

Enhancements

Accounting

• Character Accounting > Fiscal Close – GL > Export GL Graphical Accounting > Fiscal Close > Fiscal Close – GL > Export GL As part of the NetSuite integration, the File Map setup for the General Ledger (GL) Export process (Usage = GLExport) has been enhanced to support the following four new data elements:

  • CurrentDate – Captures the system date at the time of export

  • CurrentTime – Captures the system time at the time of export

  • CreditAmount – Indicates the credit value for the transaction

  • DebitAmount – Indicates the debit value for the transaction

  (CM2-12359, CM44#660)

• Accounting > A/P Direct Deposit > Interface to AP (GUI and CHUI) The Interface to AP screen has been enhanced to support File Map-based exports. A new checkbox, Use File Map, has been introduced. When selected, the following fields become available:

  • AP Check File Format, Vendor File Format, and TOT File Format: Used to select a File Map.

  • AP Check File Name, Vendor File Name, and TOT File Name: These fields are auto-populated based on the selected file format and define the exported file names.

  This enhancement enables users to generate flexible, structured export files by mapping predefined fields, including those needed for NetSuite integration. Three new File Map Usage values—APCheckExport, APVendorExport, and APTotExport—have been introduced to support this configuration.

  

  

  

  Note:– After updating to version 2025-2.1, make sure to recreate or resave the input files located under the path: ar/apcheck/apcheck.

  (CM2-12396, CM44#690)

• Accounting > A/P Direct Deposit > Vendor Export (GUI and CHUI) The Vendor Export screen has been enhanced to support FileMap-based exports. A new checkbox, Use File Map, has been introduced. When selected, File Format (to select a File Map) and File Name (to define the exported file name) fields become available.

  This enhancement enables users to generate flexible, structured export files by mapping predefined fields, including those needed for NetSuite integration. A new File Map Usage value, VendorExport, has been introduced to support this configuration.

  

  

  Note:– After updating to version 2025-2.1, make sure to recreate or resave the input files located under the path: ar/exportvend/exportvend.

  (CM2-12398, CM44#750)

• Accounting > A/P Direct Deposit > Vendor Change Report (GUI and CHUI) The Vendor Change Report screen has been enhanced to support FileMap-based exports. A new checkbox, Use File Map, has been introduced. When selected, File Format (to select a File Map) and File Name (to define the exported file name) fields become available.

  This enhancement enables users to generate flexible, structured export files by mapping predefined fields, including those needed for NetSuite integration. A new File Map Usage value, VendorChgReport, has been introduced to support this configuration.

  

  

  Note:– After updating to version 2025-2.1, make sure to recreate or resave the input files located under the path: ar/vendchgrpt/vendchgrpt.

  (CM2-12399, CM44#680)

• Character Accounting > Subscriber > Batch Refunds Character Accounting > Fiscal Close - Sub > Batch Refund

  The Batch Refunds screen has been enhanced to support FileMap-based exports. A new option, Use File Map?, has been introduced. When set to yes, Refund File Format (to select a File Map) field become available.

  This enhancement enables users to generate flexible, structured export files by mapping predefined fields, including those needed for NetSuite integration.

  Three new File Map Usage values have been introduced to support this functionality:

  • BatchRefund – For Refund File

  • BatchVendRef – For Vendor Refund File

  • RefundTotExport – For TOT File

  

  Note:–File Map-based exports are supported only for refunds of type Cash.

  (CM2-12451, CM44#720)

Setup

• Character Setup > Accounting > Account Setup > Account Route Service > Account Services > Search an Account ID > Billing The Business Rule “To which system should account credit balances be interfaced?” (Account Finance section) now includes NetSuite as a valid response.

  

  This enhancement ensures that the user interface (UI) behaves correctly when NetSuite is selected, maintaining consistency with the existing PeopleSoft logic used for posting credit balances to external financial systems.

  (CM2-12400, CM44#640)

  • Character Setup > System > File Map

    Two new convert types, String and Concatenate, have been introduced in the File Map Definition interface. These enhancements give users greater control over field-level data transformation during export processes, enabling operations such as:

    • Substring extraction (e.g., segmenting a Chart of Accounts)

      • Combining multiple fields into a single value without delimiters, especially in Delimited File Formats

    String Convert Type

    1. Allows substring extraction using one of the following methods:

       1. Left: Extracts characters from the beginning of a string

       2. Right: Extracts characters from the end of a string

       3. Mid: Extracts characters from a specified position within the string

    2. To configure the String convert type:

       1. Go to CHUI Setup > System > File Map.

       2. Select a File Map and go to: Specifics > Record Type > (select a Record Type) > Specifics > Data Element.

       3. In the Data Element Setup screen, select Modify.

          

       4. Select the Data Element for which you want to define the convert type.

       5. In the Convert column, press F2 and select String from the list (or manually enter “st”).

          

          

          

       6. Press Enter to open the Element String Setup screen.

          

       7. Select Add and enter the following fields:

          Type

          Choose from Left, Mid, or Right. Press F2 to select, or type ‘L’ for Left, ‘M’ for Mid, or ‘R’ for Right.

          Start Number

          Applicable only if Type is Mid. Enter the starting character position (must be greater than 0). This field is ignored for Left or Right. Press Enter after input.

          Number of Characters

          Enter the number of characters to extract (must be greater than 0). Press Enter to save.

          

       8. In the Element String Setup screen, select Modify to update the record or Delete to remove it. Select Exit to return to the Data Element Setup screen.

          

       9. Example: Consider the data element ChartOfAccountsDescription, which currently exports the value 123456789. The following examples demonstrate how to configure the String convert type to extract specific portions of the string:

          1. To extract the first four characters (1234):

             1. Set Type = Left

             2. Set Number of Characters = 4

          2. To extract the last three characters (789):

             1. Set Type = Right

             2. Set Number of Characters = 3

          3. To extract a middle segment (45):

             1. Set Type = Mid

             2. Set Start Number = 4

             3. Set Number of Characters = 2

       10. The String user interface enforces a rule allowing only one child record (Left, Right, or Mid) per data element.

           

    Concat Convert Type

    1. Enables merging of consecutive data elements by suppressing delimiters in Delimited File Formats.

    2. The LiteralValue data element now supports the Concat convert type in both Data Element Setup and Detail Element Setup.

    3. To configure the Concat convert type:

       1. Go to CHUI Setup > System > File Map.

       2. Select a File Map and go to: Specifics > Record Type > (select a Record Type) > Specifics > Data Element.

       3. In the Data Element Setup screen, select Modify.

          

       4. Select the Data Element for which you want to define the convert type.

       5. In the Convert column, press F2 and select Concat from the list (or manually enter “c”).

          

          

       6. Press Enter to apply the setting. Press F4 to finish modifying.

       7. Example:

          If Sequence Number 30 has the Concat option enabled, the delimiter between Sequence Numbers 20 and 30 will be suppressed.

          1. For example, given the Data Elements:

             1. GroupCount = abc

             2. SGLiteralValue = 123

          2. The exported output will be:

             1. Without Concat: abc|123

             2. With Concat on SGLiteralValue: abc123

  Note:

  • These convert types apply only to Export File Maps and are not supported in Import File Maps.

  • Both String and Concat convert types are now supported in the Data Element Setup and Detail Element Setup screens.

  • Additionally, String and Concat convert types are available even when the Export Level field in the Record Type Setup screen is left blank.

  (CM2-12471, CM44#650)

Tools

• Character Utilities > Tools > Re-Export Interface To AP The Re-Export Interface To AP screen has been enhanced to support File Map-based exports. A new option, Use File Map?, has been introduced. When set to yes, the following fields become available:

  • AP Check File Format, Vendor File Format, and TOT File Format: Used to select a File Map.

  • AP Check File Name, Vendor File Name, and TOT File Name: These fields are auto-populated based on the selected file format and define the exported file names.

  This enhancement enables users to generate flexible, structured export files by mapping predefined fields, including those needed for NetSuite integration.

  

  

  Note:–After updating to version 2025-2.1, make sure to recreate or resave the input files located under the path: ar/apcheck/apcheck.

  (CM2-12491, CM44#690)