What's new in version 2512.0.0.0

Features

With the features added in this release of the Aptean Advanced Pricing extension,

• You can generate price list reports for customers based on specific configurations defined in price report templates. These price list reports are customizable, ensuring accurate pricing information is generated for customers to plan their purchase effectively. For example, you can generate a price list report for all items in a specific item category within a specified date range, providing up-to-date prices for a customer interested in browsing through available products. For more information, see Create price report templates and Generate price list reports.

• Based on the configuration of the Customer Card page,
  • The system automatically applies the current unit price of items to sales order lines when you release or post sales orders. For more information, see Automatic reprice on sales orders.
  • Alternatively, if the automatic reprice is not configured, you can manually execute the Reprice Sales Orders action to apply the current unit price of items to sales order lines in open sales orders. For more information, see Manual reprice on sales orders.
  This ensures that the system applies the current unit price of items in sales orders. For more information about the setup, see Set up the reprice on a customer level.

• You can place a hold on sales order lines to prevent them from being invoiced due to ongoing pricing negotiations, for example, if the salesperson wants an additional discount or if a customer is negotiating prices via email.
  When pricing discussions are settled, you can remove the hold placed in the sales order lines by updating the status so they can be invoiced. For more information, see Place a hold on sales order lines for pricing.

Integrations

The Aptean Advanced Pricing extension has been integrated with the following extensions:

• Aptean Customer Item Catalog
• Aptean Combine Shipments per Period
• Aptean Packaging

For more information, see Integrations.

UI/UX changes

The following UI/UX changes have been made in this release.

• The Price Report Templates and Price List Reports pages have been added.
• The Print Price Report action has been added to the Customers and Customer Card pages.
• The Reprice Sales Order action has been added to the Sales Orders and Sales Order pages.
• The Reprice Sales Order field has been added to the Advanced Pricing section on the Invoicing FastTab of the Customer Card page.
• The Invoice Hold Status field has been added to the Sales Order page.