What's new in version 2303.0.0.0

Features

• While executing the Process action on the EDI Messages page through the Aptean EDI 850 port, the Line Discount Amount field on the sales order line is determined as follows:

  • If both the AllowanceAmount/SAC05 and AllowancePercent/SAC07 fields have values on the EDI Messages page, the value from the AllowanceAmount/SAC05 field is inherited.
  • If the AllowanceAmount/SAC05 field is blank, the value from the AllowancePercent/SAC07 field is inherited.
  • If both the AllowanceAmount/SAC05 and AllowancePercent/SAC07 fields are blank, the value is calculated as the product of the Quantity and the AllowanceRate/SAC13 fields value.

• When you perform the Send Invoice action on the Posted Sales Invoice card page, the system checks if the SAD_ALLOWANCE field on the EDI Port Options page within the Aptean 810 port is set to Yes. If this condition is met, the SAD values from the ServiceAllowanceChargeDetail section in the Aptean 850 port are updated to the Allowance Details section in the Aptean 810 port on the relevant EDI Messages page. Alternatively, if the SAD_ALLOWANCE field is set to No, the system follows the standard action.

• When the Send Shipment action is executed on the Posted Sales Shipment card page, and there are multiple lots on the item tracking lines for the same item, the Lot and BatchDate fields on the ItemLevelRecord section are updated on the relevant EDI Messages page via Aptean EDI 856 port as follows:

  • If multiple lots have different quantity, the lot with the highest quantity is updated on the Lot field.
  • If multiple lots have same quantity, the first lot on the item tracking lines is updated on the Lot field.
  • The expiration date of the selected lot is updated in the BatchDate field.

• You can create Sales Invoices through the Aptean EDI 850 port along with the Blanket Orders and Sales Orders when the POType_Header field on the EDI Messages page inherits the value as IV from the imported file while executing the Process action.

• You can configure rounding precision using the Amount Rounding Precision and Unit-Amount Rounding Precision fields on the EDI Port Card and EDI Setup pages in addition to the settings on the General Ledger Setup page. The system prioritizes values on the EDI Port Card page. If no values are available, then the values from the EDI Setup page are considered. If values are not present on both pages, then the values from the General Ledger Setup page will be considered. The rounding precision is applied to the following fields of the mentioned port on the EDI Messages page:

An error occurs if the Unit-Amount Rounding Precision field is left blank while the Amount Rounding Precision field has value and vice versa.
Rounding precision values do not apply to the fields on the EDI ports 856Purch, 944, 945, 945InvtPick, 945SO, and 947.

• You can exclude an item from displaying on all the Outbound EDI Messages by turning on the Exclude from Outbound EDI toggle on the desired Item Card. If the excluded item is to be made available for specific Outbound EDI ports, on the EDI Port Options page of the specific port, make the following changes:
  1. On the Codes Section, in the Code field, enter IGNORE_ITEM_EXCLUDE.
  2. In the Type field, select Boolean.
  3. On the Options section, in the Value field, enter yes.

Enhancements/Modifications

• An integration event has been added to override the ExpirationDate with UseByDate field on the integration of Aptean EDI with LinkFresh.
• You can now edit the URL in the API URL field on the Aptean EDI One Setup page. If the request cannot be sent to EDI One due to an invalid URL, network connectivity issues, DNS failure, or timeout, an error message will appear stating this while receiving or sending EDI documents from/to EDI One.

UI/UX changes

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

• The Amount Rounding Precision and Unit-Amount Rounding Precision fields are added to the Format FastTab of the EDI Port Card page and General FastTab of the EDI Setup page.
• The Exclude from Outbound EDI toggle is added to the Prices & Sales FastTab of the Item Card page.