Ebenstead / NetSuite Intelligence
NetSuite planning timeline
Review current changes, upcoming milestones, and optional improvements. Confirm your account’s upgrade date before scheduling work.
Current guidance: confirm your configuration
Changes already in effect, available features, and deprecation notices. Where Oracle has not announced a removal date, we say so.
| Source milestone | Topic | What it means |
|---|---|---|
| Current account configuration | Bank reconciliation: review automatic acceptance of exact matches | Administrators can turn the preference off; eligibility, user permission and rule behavior determine which suggestions are submitted. |
| Already effective | SuiteCloud Java CLI replacement | Oracle no longer provides releases, new features or issue fixes. |
| September 21, 2026 — feature became available | Prepare Employee, Vendor and Partner roles for 2FA in 2027.1 | Administrators can elect to require 2FA for Employee, Vendor and Partner roles. |
| Since February 2023 — historical support context | Protect existing configurations during your CPQ migration | Oracle describes legacy CPQ bundles as receiving critical fixes while SuiteApps receive enhancements. This is existing product history, not a new Ebenstead announcement. |
| 2026.1 account upgrade | SuiteAnalytics Connect data-source remediation | The legacy source becomes unavailable; unfinished migrations require attention. |
| 2026.1 — API reference “Since” label | Are your AI scripts relying on OCI settings NetSuite now ignores? | The llm.getRemainingUsage reference identifies this version; it is not a separate publication date. |
| 2026.2 account upgrade | Did your exports or reports change order? | Default ordering changes for the affected generic-transaction queries and datasets. |
| Earlier 2026 — Oracle Statement of Direction | Cloud EPM Digital Assistant skills lose support in November | The Oracle de-support announcement predates Ebenstead's October 26 research; this is historical catch-up, not a new Oracle announcement. |
| When the last import has an MFA error | Did your NetSuite bank feeds stop importing after an MFA prompt? | Check Banking Import History and the Match Bank Data banner; authorize the correct connection owner to renew and verify subsequent import data. |
| October 30, 2026 — first-phase provider appointment | UAE electronic invoicing: prepare your NetSuite invoices for the 2027 requirements | The amended deadline for in-scope persons with revenue of at least AED 50 million has passed. It replaced an earlier published July 31 date. |
| August 2026 minor release (NetSuite 2026.2) | Bank reconciliation: review automatic acceptance of exact matches | Automatically Accept Exact Matches becomes an enabled-by-default preference for supported bank and credit card matches. |
| 26.08 — earlier NetSuite EPM notice | Could your Account Reconciliation audit reports misread changed fields? | Oracle’s earlier notice gives 26.08. It does not confirm when your account received the change. |
| August 2026 minor release (NetSuite 2026.2) | Are your AI scripts relying on OCI settings NetSuite now ignores? | Oracle documents ignored ociConfig values and compatibility wrappers for deprecated free-usage methods. |
| No fixed removal date stated | Are your AI scripts relying on OCI settings NetSuite now ignores? | The deprecated method may be removed in a future release; this is not an announced calendar cutoff. |
| September 2026 minor release (NetSuite 2026.2) | AI custom tools: migrate legacy SDF tool objects to toolset | New deployments and updates using the legacy tool SDF object are blocked. |
| September 8, 2026 — EPM Connector 26.2 | Are your EPM integration SuiteApps ready for the next update? | Connector 26.2 was a prior version; check current Connector requirements before installing related Sync SuiteApps. |
| Migration bundle 1.0.0 — ID 596110 | Protect existing configurations during your CPQ migration | Oracle documents a data-preservation step for Configurator migrations and retention of that bundle afterward. |
| October 19, 2026 — Oracle page update | Project Resource Management support ended October 27 | Oracle’s stated document-update date. |
| October 19, 2026 — driver availability | Update the Linux driver behind your NetSuite reporting jobs | Linux ODBC 9.0.37.0 adds security fixes and OpenSSL 3.5.7. No compulsory cut-off date is stated. |
| October 19, 2026 — Oracle release-note update | Protect existing configurations during your CPQ migration | The CPQ release notes describe the improved migration process. No calendar migration deadline is stated. |
| October 20, 2026 — Account Reconciliation Sync 26.2 | Are your EPM integration SuiteApps ready for the next update? | The release notes describe improved file and job handling for Account Reconciliation Sync. Check whether your account has received version 26.2. |
| November 3, 2026 — Profitability Sync 26.1 | Are your EPM integration SuiteApps ready for the next update? | Oracle now lists November 3 for Profitability Sync 26.1. An earlier notice said October 20, and your account's installation may be scheduled separately. |
| November 3, 2026 — EPM Connector 26.2.1 | Are your EPM integration SuiteApps ready for the next update? | Oracle lists a Connector patch for log ordering and hidden filter visibility; confirm account-specific delivery and dependency compatibility. |
| March 4, 2026 — legacy HSBC enrollment cutoff | Still using NetSuite Payment Automation with HSBC? Plan the supported payment transition | Oracle permits continued legacy use only for customers who applied by this date; it says new and pending HSBC online-account applications are not processed. |
| November 2026 / Cloud EPM 26.11 — legacy tools removed in the documented update | Enterprise PCM: move from the original agent and check diagnostic retention | The original PCM Agent and its Performance Assistant are no longer available in the described 26.11 product experience. Verify the actual tenant update before concluding that a customer's interface has changed. |
Upcoming milestones and reporting periods
Some dates refer to an account update; others mark a reporting period or a planned release. Check the notes and your account’s update notice before scheduling work.
| Source milestone | Topic | What it means |
|---|---|---|
| October 27, 2026 — support ends | Project Resource Management support ended October 27 | Updates, issue fixes and support cease; Oracle’s stop-use/uninstall instruction is before this date. |
| November 2026 — de-support | Cloud EPM Digital Assistant skills lose support in November | Oracle has finalized the month, without publishing an exact day in the public readiness notice. |
| 26.11 — November update | Will your Cloud EPM scheduled jobs still sign in? | Account-prefixed usernames cease to be accepted by affected login interfaces. |
| 26.12 — December update | Will your Cloud EPM scheduled jobs still sign in? | Older clients and the legacy password-file format are no longer accepted by Cloud EPM. |
| 26.12 — October NetSuite EPM notice | Could your Account Reconciliation audit reports misread changed fields? | The NetSuite EPM notice gives 26.12. Confirm with Oracle whether that timing applies to your environment. |
| 2027.1 | AI custom tools: migrate legacy SDF tool objects to toolset | Oracle states that existing custom tools still using the legacy tool definition will no longer execute. |
| 2027.1 | RESTlet and integration authentication readiness | NLAuth integrations stop, subject to the documented exception; new TBA integrations are restricted. |
| 2027.1 | RESTlet and integration authentication readiness | PKCE is required for new authorization-code integrations. |
| 2027.1 | SuiteCloud Java CLI replacement | Oracle lists 2027.1 for the change to Java CLI download availability. |
| NetSuite 2027.1 — planned default change | Prepare Employee, Vendor and Partner roles for 2FA in 2027.1 | Oracle plans to enable the feature automatically, with the documented account exceptions and administrator options. |
| 2027.1 | SOAP-to-REST integration transition | The FAQ says new SOAP integrations can no longer be built. |
| 2027.1 / 2027.2 | SOAP-to-REST integration transition | Ask Oracle whether support for only the final SOAP endpoint begins in 2027.1 or 2027.2. |
| 2027.1 | SuiteScript 2.1 readiness and migration | SuiteScript 1.0 moves to critical-issue support. |
| January 1, 2027 — first-phase required implementation | UAE electronic invoicing: prepare your NetSuite invoices for the 2027 requirements | The first affected business group must be ready for the mandatory system; verify legal scope and accredited provider. |
| March 31 / July 1 / October 1, 2027 — later phases | UAE electronic invoicing: prepare your NetSuite invoices for the 2027 requirements | Below-AED50m businesses: provider selection March 31 and implementation July 1; relevant government entities: implementation October 1. Confirm applicable exclusions and current instructions. |
| Annual reporting periods beginning on or after January 1, 2027 | Does your NetSuite income statement reflect your IFRS 18 classifications? | IFRS 18 applicability threshold for organizations subject to that standard; not a NetSuite platform removal or upgrade deadline. |
| 27.02 — October general Cloud EPM notice | Could your Account Reconciliation audit reports misread changed fields? | The general Cloud EPM notice gives 27.02, which differs from the NetSuite EPM notice. Ask Oracle which date applies to your environment. |
| 2028.1 | SuiteScript 2.1 readiness and migration | 2.0/2.x run on the 2.1 runtime by default; new accounts cannot deploy 1.0. |
| 2028.2 — tentative | RESTlet and integration authentication readiness | Oracle’s target for final TBA end of support, not a fixed deadline. |
| 2028.2 | SOAP-to-REST integration transition | Both sources identify final SOAP removal. |
| 2028.2 | SuiteScript 2.1 readiness and migration | Legacy versions no longer run under the announced plan. |
| December 2026 / Cloud EDM 26.12 — audit-event access restriction | Cloud EPM: check AI access, audit permissions and automation before 2027 | After the affected environment receives 26.12, only Service Administrators and users with the Audit granular role may view or download system events through the Audit screen and REST API. Review effective roles and report users ahead of rollout. |
| Before December 31, 2026 — tested transition | Still using NetSuite Payment Automation with HSBC? Plan the supported payment transition | Inventory outstanding payments and records, configure IPA in an authorized environment, verify vendor bank data and payment approval controls, and test a payment run. |
| December 31, 2026 — targeted support end | Still using NetSuite Payment Automation with HSBC? Plan the supported payment transition | Oracle says HSBC Payment Automation support is targeted to end. This is a support milestone, not automatic proof that the installed SuiteApp is removed or no longer executes. |
| January 2027 / Cloud EPM 27.01 — JDK 17 support deprecation | Cloud EPM: check AI access, audit permissions and automation before 2027 | Oracle plans to deprecate JDK 17 support in Linux and UNIX EPM Automate; test an approved JDK 21 configuration and actual scheduled tasks before changing production hosts. |
| After finance-approved transition and HSBC offboarding | Still using NetSuite Payment Automation with HSBC? Plan the supported payment transition | Settle balances and pending payments, archive statements by subsidiary, and only then consider optional uninstall. HSBC account closure prevents additional legacy payments. |
| By the end of January 2027 — Generative AI version minimum | Cloud EPM: check AI access, audit permissions and automation before 2027 | Cloud EPM environments that have not reached 26.08 or later lose Generative AI feature access. Confirm any intentionally deferred environments and their upgrade schedules before the stated conditional milestone. |
| Before the account's 27.02 update — inventory and verified migration | Will your Cloud EPM Financial Reporting reports still work in 2027? | Use an authorized Service Administrator to convert selected reports and validate finance figures, layout, prompts, schedules and recipients. Confirm the actual upgrade window; the old reports remain in the legacy repository during in-place conversion. |
| February 2027 (27.02) — planned end of legacy functionality | Will your Cloud EPM Financial Reporting reports still work in 2027? | Oracle states unmigrated Financial Reporting reports stop working when 27.02 is applied to the affected Cloud EPM environment; there is no separately established universal day of February. |
Optional capabilities
These dates show when optional features became available. You do not need to migrate just because a feature is listed here.
| Source milestone | Topic | What it means |
|---|---|---|
| FAM SuiteApp 26.2 | Are we using FAM correctly? | Optional duplicate/stale depreciation-history diagnostics and smaller-batch Asset Reset cleanup. |
| NetSuite 2026.2 account release | Can your reporting connections use NetSuite OAuth 2.0? | OAuth 2.0 is automatically enabled for SuiteAnalytics Connect accounts; current driver authentication does not automatically change. |
| October 2026 monthly release, NetSuite 2026.2 | Did your NetSuite bank feeds stop importing after an MFA prompt? | Oracle documents a change to automatic import retry behavior after certain bank MFA failures; NetSuite Next eligibility is phased and account-specific. |
| NetSuite 2026.2 October monthly release | Can your planners explain supply shortages and order recommendations? | Oracle documents a new Supply Chain Planning Engine Workbook in NetSuite Next, available to eligible accounts in phases. |
| NetSuite 2026.1 — base consignment feature | Can NetSuite WMS handle your vendor-consigned inventory? | Vendor consignment tracking was introduced earlier in 2026; this is previous product context, not an October announcement. |
| 2026.2.0.13 — action API version | Can AI tools submit your bank match suggestions? | Oracle labels the accept and reject actions with this version. Availability depends on the account, tools and permissions. |
| Cloud EPM 26.10 — October 2026 | Connect eligible Cloud EPM Data Exchange integrations with OAuth 2.0 | Oracle documents an optional OAuth 2.0 authorization-code connection to NetSuite in Data Exchange. No mandatory cutover date is stated. |
| October 2026 monthly release — NetSuite 2026.2 | Can NetSuite WMS handle your vendor-consigned inventory? | Oracle describes WMS mobile handling of consigned items with listed unsupported workflows. Account eligibility and rollout must be confirmed. |
| After a completed supply planning run | Can your planners explain supply shortages and order recommendations? | Use the latest-run workbook views to investigate pegged supply and demand, item-location parameters and planning recommendations. |
| Non-Profit Financial Management 1.0.2 | Automate eligible release-from-restriction entries with safeguards | The SuiteApp can create eligible release-from-use-restriction transactions on demand or on a configured schedule. |
| October 14, 2026 — QuickStart announcement | NetSuite QuickStart offers a free finance starting point for eligible U.S. startups | Oracle NetSuite announced the free AI-first finance platform for eligible early-stage technology startups in the United States. |
| Current published Free Tier eligibility and limits | NetSuite QuickStart offers a free finance starting point for eligible U.S. startups | Confirm current terms and projected usage before onboarding; no fixed mandatory customer deadline. |
| October 19, 2026 — Oracle SuiteApp note | UAE electronic invoicing: prepare your NetSuite invoices for the 2027 requirements | Oracle documents availability of UAE Electronic Invoicing in the SuiteApp Marketplace, supporting PINT AE and selected outbound and inbound records. |
| October 19, 2026 — Oracle Integration SuiteApps update | Can your NetSuite AI connection change records or access company files? | The 2026.2 release notes describe MCP Standard Tools SuiteApp 3.0.0 record actions, record transformations and File Cabinet access capabilities. |
| Compliance 360 3.1.0 — documented October 19, 2026 | Give Compliance 360 audits a clear approval step | Oracle's October 19 update describes an optional approval workflow, approver role, status history, bulk control assignment and notifications. The version label is not an account-specific rollout date. |
| October 19, 2026 — Oracle release-note update | Connect additional Salesforce and NetSuite records with a custom data sync | Oracle documents a custom data-sync option for NetSuite Connector and Salesforce; this is the stated documentation date, not a customer-specific activation date. |
| October 19, 2026 — Oracle document update | Automate eligible release-from-restriction entries with safeguards | Oracle's SuiteApps notes describe the new optional processing; actual customer installation and eligibility must be checked. |
| Before enabling an AI-connected write or file workflow | Can your NetSuite AI connection change records or access company files? | Assign finance and security owners; verify effective role and folder access and test the precise allowed action, error handling and file sharing. |
| NetSuite Connector 2026.2 — capability | Connect additional Salesforce and NetSuite records with a custom data sync | Available to eligible licensed Connector Platform deployments, subject to records, access and configured direction. |
| No required retirement or migration deadline | Can your NetSuite AI connection change records or access company files? | These are optional capabilities and controls for configured AI Connector deployments, not an automatic change to all NetSuite accounts. |
| After an eligible renewal | Did your NetSuite bank feeds stop importing after an MFA prompt? | The documented Initiate Import option schedules a job one hour later; confirm completion, missing transactions and finance review rather than assume immediate success. |
| October 26, 2026 — Oracle SuiteWorld announcement | What can NetSuite SuiteSkills do for your finance and operations teams? | Oracle introduced more than 45 SuiteSkills; downloadable packages were announced as available, with actual in-account workflows subject to the chosen assistant, product availability and permissions. |
| October 26, 2026 — SuiteExpress announcement and limited availability | NetSuite SuiteExpress offers a new AI-assisted implementation path | Oracle identified software-industry customers in the United States and Canada as initially eligible; broader availability has not been dated in the verified announcement. |
| October 26, 2026 — Industry SuiteAgents announced | Industry SuiteAgents add new AI workflows for eligible NetSuite Next customers | Oracle described Software, Product and Construction SuiteAgents as available in NetSuite Next. Services, Healthcare and Nonprofit remain undated future plans; check actual account rollout and access. |
| NetSuite Next / AI Connector availability differs | What can NetSuite SuiteSkills do for your finance and operations teams? | Check the specific account and eligible AI service instead of assuming a universal enablement date. |
| October 30, 2026 — Ministry penalty announcement | UAE electronic invoicing: prepare your NetSuite invoices for the 2027 requirements | The Ministry announced a revised penalty regime, but announcement alone does not establish an entity's violation or the legally operative date. |
| August 2026 minor release (NetSuite 2026.2) | Does your NetSuite income statement reflect your IFRS 18 classifications? | Oracle documents the configurable IFRS 18 layout; verify account eligibility and supported reports. |
| September 2026 minor release (NetSuite 2026.2) | Could native REST replace some custom integration code? | REST saved-search execution and File Cabinet capabilities are documented as available improvements. |
| October 19, 2026 — Oracle release-note update | Can AI tools submit your bank match suggestions? | The Integration SuiteApps notice describes record action tools. There is no mandatory adoption deadline. |
| October 2026 / Cloud EPM 26.10 — replacement capability documented | Enterprise PCM: move from the original agent and check diagnostic retention | Oracle documents the enhanced PCM Agent's calculation-performance analysis, including completed run statistics, bottlenecks and follow-up questions, and announces removal of the original tools with 26.11. |
| Oracle SuiteAnalytics release note updated October 19, 2026 | Can your reporting connections use NetSuite OAuth 2.0? | NetSuite documents Connect OAuth 2.0 availability and the optional, explicitly configured use of access tokens. |
| Oracle CPQ release note updated October 19, 2026 | Will CPQ-generated assembly items get their own bill of materials? | CPQ Configurator 2.1.2 describes independent BOM copies for eligible template-based assembly creation. |
| NetSuite 2026.2 October monthly release | Can record follow-up work run without slowing NetSuite saves? | Oracle documents the new asynchronous Event Subscriber script type; October 19 Help Center update adds implementation guidance. |
| NetSuite 2026.2 October monthly release | Can your specialized CRM users use AI without gaining broader access? | Oracle documents optional AI Connector permissions for Specialized User: CRM roles. |
| Before changing an item-creation configuration | Will CPQ-generated assembly items get their own bill of materials? | Confirm Advanced Bill of Materials and the unchecked Bill of Materials box; test creation and later independent edits in an approved account. |
| Before migrating a custom follow-up | Can record follow-up work run without slowing NetSuite saves? | Confirm account support and SDF deployment, then test one event with retry/duplicate safeguards and traceable output. |
| Before enabling a CRM AI client | Can your specialized CRM users use AI without gaining broader access? | A security owner should approve a custom role and test effective permissions with a restricted user and representative records. |
| November 2026 readiness guidance — documented requirement | Will your Cloud EPM Financial Reporting reports still work in 2027? | Oracle identifies affected Cloud EPM products, the new Reports destination and the 27.02 functionality milestone. This is existing vendor guidance first added to Ebenstead on November 7, not a new Oracle November 7 announcement. |
| October/November 2026 — Oracle readiness guidance | Cloud EPM: check AI access, audit permissions and automation before 2027 | Existing Oracle NetSuite Cloud EPM and Cloud EPM Important Actions pages document the conditional feature, Java and audit requirements. Ebenstead identified this catch-up November 8 and published the guidance November 9; neither date is an Oracle product release. |
| Current November readiness guidance — diagnostic retention | Enterprise PCM: move from the original agent and check diagnostic retention | Enterprise PCM keeps statistics for the most recent 500 calculation runs by default; an approved 1–180-day substitution-variable override is available for differing retention needs. |
| November 5, 2026 — Ebenstead research and publication | Still using NetSuite Payment Automation with HSBC? Plan the supported payment transition | Ebenstead documented the existing Oracle guidance on this date. The original Oracle Help Center pages have no independently established publication date. |