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You probably already know that NetSuite performs two major upgrades (also known as “dotted” releases) per year. The “.1” release typically starts in Q1 and the “.2” release starts in Q3 of the calendar year.
Having validated the process and resolved any issues, NetSuite proceeds with client-facing releases.
Typically, your account will be scheduled in the same phase as the previous release, so that your upgrades will be roughly 6 months apart.
Public-facing release phases will roughly follow the schedule shown below. Please refer to the New Release Portlet on your NetSuite dashboard for exact dates.
“.1” 11111“.2” ReleasePhase 1Mid-FebruaryMid-AugustPhase 2Mid-MarchMid-SeptemberPhase 3Mid-AprilMid-OctoberTiming of NetSuite Public Release Phases
Yes, of course. The introduction to the Release Notes document usually includes a statement like “these release notes are subject to change every week,” which should be kept in mind throughout the release cycle. While most changes are minor, there have been cases where big features got dropped mid-way. So be sure to keep an eye on the help center weekly updates during the release cycle.
Yes, you can delay your release. Say you are in the middle of a critical internal project, or you’ve simply not had the opportunity to test adequately before your scheduled release, you may have the option to move your release to a later phase.
There is a catch to this option, however. Rescheduling is a paid feature. More specifically, you will need to be on a “Premium Service Tier,” which includes the “selection of phase during the upgrade cycle” feature. So be sure to review your contract or reach out to your account manager before opting to defer your upgrade.
It is also important to not that you will not be allowed to defer beyond Phase 3. Therefore, this feature is only applicable if you were initially scheduled for Phase 1 or Phase 2. In any case, if you’re contemplating using this feature, it is not advisable to wait until the last minute to submit your request. A regular support ticket will likely suffice, but you may need to go to your account manager first.
Perform a “Trail Run Before Go Live”
NetSuite is a cloud-based ERP platform. As such, upgrades do not require any installation on your end. Release Preview testing is very important because, no matter how carefully NetSuite tests the new features, each account has customizations and integrations that make it unique. Consequently, there is always a risk that new features or changes might break something in your environment.
Yes, the Release Preview environment is typically made available about one month before your scheduled upgrade. However, it can also be provisioned earlier in the release cycle by simply requesting the preview via Setup >> Company >> Release Preview.
The Release Preview is a temporary environment and will be disabled shortly before or after your upgrade. Do not treat it as a Sandbox as it is not permanent.
Similar to the Sandbox, you can request for a fresh snapshot of your Production data to be pushed to your Release Preview environment.
Note that unlike a Sandbox refresh, which an Administrator can complete within NetSuite, you’ll need to contact support to have your Release Preview refreshed.
Support for Bundle Install and Update Across Account Types (Source: SuiteAnswers)
It may come as a surprise that it is not possible to bundle changes out of a Release Preview to a non-Release Preview environment.
A maximum of the two latest NetSuite Version Releases are stored in the Help Center for review. In this scenario, the general Release Notes for 2020.2 and 2021.1 will remain available. You may use keywords such as 'NetSuite 2021.1 Release' when searching the articles via the Help Center to access previous release notes.
(For expert Release Preview testing services, you can reach out to the 79Consulting team.)
Prepare a test plan covering the main business functionalities. To prepare for testing in Release Preview, review the following sections:
• Visual Design Changes : Describes changes in the user interface that should be evaluated for any effects on your environment.
• Setting Email Preferences : Provides instructions for managing email generation from the release preview environment.
• Accessing Your Release Preview Account : How to access your release preview account, so that you can familiarize yourself with the new features and changes in this release.
• Functionality Available for Testing : Contains the features that can be tested in release preview.
• How to Report Issues : Explains what to do if you encounter an issue.
In addition to the regular testing you do before every release, you also need to prepare for the changes introduced with NetSuite’s updated user interface. Be sure to take a look at the new design in the release preview environment, so you can provide information to your users and re-optimize custom forms as needed.
These changes have the potential to affect results for existing SuiteScripts. It is strongly recommended that you thoroughly test all of your customizations in the release preview environment, especially client scripts, portlet scripts, and Suitelets.
Account administrators can set a preference to receive email messages about the release preview environment in the production account. You can also set your preferences directly in the release preview environment on the Printing, Fax & Email Preferences page, on the Email tab.
The primary contact and the product update contacts for your account receive several notifications (by email, and upon login) in the weeks before the scheduled release preview start date. These notifications contain details on the release preview and upgrade dates, and announce the day the release preview environment is available for testing to begin.
Not all features in a release preview account can be tested, as NetSuite has some limitations. Some of the customizations/features that can be tested in release preview accounts are shown below:
Below are some of the features/customizations that are not available for testing in Release Preview accounts:
Report any issues you encounter during testing by calling NetSuite Support or by submitting a case online.
To submit a case:
1. Go to the Support tab of your release preview account.
2. Click the “Visit the SuiteAnswers Site” link.
3. Click the “Contact Support Online” link and provide details of your issue.
A case will be created in the NetSuite Support system under your account that will be flagged as a problem in the release preview environment.
