What's new in version 2503.0.0.0

Features

With the features added in this release of the Aptean Call Plan extension, you can:

• Configure the Sales Call Plan Setup page to define and manage recurring order templates called standing orders using centralized configuration settings. For more information, see Create standing orders.

• Access and view standing orders from the Customer Card and Ship-to Address Card pages, with automatic filtering based on context. For more information, see Sales call plan worksheet.

• Enter and validate standing order lines with day-of-week quantity specifications, ensuring no duplicate lines exist for the same item, variant, and unit of measure combination. For more information, see Create standing orders.

• Manage standing order detail entries that store quantity data by day of the week for conversion to sales orders and demand analysis. For more information, see Manage standing order detail entries.

• Create and manage standing order templates to set up recurring customer orders with predefined items, quantities, and delivery schedules using the Standing Order Card page with quantity entry. For more information, see Create standing orders.

• Manage standing order lifecycle with status tracking (Draft, Active, Inactive) and view the most recent conversion date to monitor standing order usage. For more information, see Manage standing order detail entries.

• Track standing orders throughout the sales process using the Standing Order No. field, in sales orders, posted sales shipments, and posted sales invoices. For more information, see Sales call plan setup.

• View additional information, such as customer, ship-to, and conversion details on the FactBox of the Standing Order card page. For more information, see View additional details on the FactBox.

• Copy standing orders to create new templates or update existing ones from other standing orders by executing the Copy Standing Order action. For more information, see Copy standing orders.

• Convert standing orders to sales orders automatically through scheduled reports that create sales documents based on configured date ranges and conversion methods. For more information, see Schedule automatic conversion via job queue.

• Review standing order conversion errors with detailed error logging including item details, quantities, and Business Central error messages. For more information, see Review of conversion errors.

• Manage and analyze standing order conversion errors with bulk status updates, filtering, sorting, and navigation to related standing orders for corrections. For more information, see Review of conversion errors.

• View and manage standing order information directly in the sales call plan worksheet, including standing order numbers, conversion status, and error counts. The worksheet automatically matches standing orders based on customer, ship-to code, and worksheet date, allowing you to convert standing orders to sales orders directly from the worksheet. For more information, see Create a new sales order.

• Configure a dedicated number series for sales orders created from standing order conversions using the Converted Sales Order Nos. field on the Sales Call Plan Setup page. When this field is blank, the system uses the default number series defined on the Sales & Receivables Setup page. For more information, see Set up call plan for sales.

UI/UX changes

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

• The following pages have been added.
  • Standing Sales Orders
  • Standing Sales Order
  • Standing Order Conversion Error Log Entries
  • Convert Standing Sales Orders
  • Standing Order Detail Entry
• The following actions have been added to the Customers and Customer Card page.
  • Standing Sales Order
  • Standing Sales Orders
• The Standing Sales Orders action has been added to the Ship-to Address List and Ship-to Address pages.
• The Convert Standing Order action has been added to the Sales Call Plan Worksheet page.
• The Standing Orders FastTab has been added to the Sales Call Plan Setup page.
• The following fields have been added to the Sales Call Plan Worksheet page.
  • Standing Order No.
  • Standing Order Converted
  • Standing Order Conversion Errors
• The Worksheet Name field has been obsoleted on the Sales Call Plan Worksheet page.