Introduction

NetSuite offers the option to perform a sandbox refresh. A sandbox refresh will copy all data from the Production account into the sandbox account. When using ZoneReconcile, think about the moment of performing the refresh, as a refresh can result into loss of your ZoneReconcile setup. Further reading will help you understand the implications to consider of performing a Sandbox refresh when:

• ZoneReconcile resides only in the Sandbox instance
• ZoneReconcile resides in the Production instance

Sandbox refresh when ZoneReconcile setup resides only in the Sandbox instance

In the event of considering preforming a Sandbox refresh, the recommended first step is moving the ZoneReconcile setup to the Production instance. The setup movement should include:

• Preferences enabled under Setup > Company > General Preferences > Custom Preferences
• Multiple Statement Configurations
• Bank Account configurations
• The setup of Custom Matching Rules and Payment Difference Reasons (if applicable)
• Bank Statement File Processing setup (if applicable)

Please note, if the above mentioned setup is not copied or saved in any form, a Sandbox refresh will delete the entire setup created during testing, and result into additional configuration effort.

Sandbox refresh when ZoneReconcile setup resides in the Production instance

A sandbox refresh will copy all data from the Production account into the sandbox account. During this copy also all existing customizations, configurations, scripts, and installed bundles will be copied. During this copy, NetSuite will set all scheduled scripts by default to not scheduled. This change in deployment will impact the working of ZoneReconcile, if a setup of Auto-processing bank statements from the File Cabinet is present.

The table below lists all the scripts that should be adjusted so they are scheduled again. Navigate in the main menu to Customization > Scripting > Scripts. Set the bundle to ID 298954 and the type filter to the script type listed in the table. Locate the script and press view. On the page that opens navigate to the tab named “deployments” and click on the deployment. Edit the deployment as recommended in the column “Recommended Schedule”.

Please note, the recommended schedule is only applicable in the event of auto-processing bank statement to the Statement to process list (Transactions > ZoneReconcile > Statements to process).

If you are auto-processing statements directly to the Statement list (Transactions > ZoneReconcile > Statement list), make sure the BS SC Import script is scheduled in a broader time frame so that the person responsible of reconciliation, has enough time to perform the process (script can be schedule to repeat each 8 hours as an example).

After Sandbox Refresh

After the sandbox refresh, test a manual upload of a sample statement. If any issues arise or your face errors upon import, we recommend contacting our support team. More information on how to contact our support team can be found on the page raise a support case.