What's new in version 2402.0.0.0
Features
- You can automatically create and send documents from the outbound ports, Aptean EDI 810, Aptean EDI 855, and Aptean EDI 856 by turning on the Auto Release EDI toggle on the Process FastTab of the respective EDI Port Card page.
- The WarehouseCode field on the Header and Detail section of the EDI Messages page is updated with Inv. Inquiry Location Filter field on the Customer Card page using the Aptean EDI 846 Outbound port.
- You can update the Wholesale Cost field with the Unit Price from the Sales Prices page if available for the item, otherwise, update the Unit Price from the Item Card page through the Aptean EDI 846 Outbound port.
- The UnitofMeasure1 and UnitofMeasure2 fields on the EDI Messages page are updated with the EDI Unit of Measure field on the Item References page using the Aptean EDI 846 Outbound port.
- When the Invoice Discount values on the Sales Order header are available, the ServiceAllowanceChargeDetail section fields on the EDI Messages page are updated through the Aptean EDI 855 Outbound port. If not, the values on the sales order lines with type G/L Account or Resource are updated. Also, if the inbound files are imported with the respective EDI Port Options, SAD_ALLOWANCE Code set to Yes, and Invoice Discount values on the Sales Order header are available, then the values from the inbound files are updated directly using the Aptean EDI 855 Outbound port. If multiple lines are available, then the SAC values also get incremented. This shall be a maximum limit of three allowance segments.
- The EDI Ref. Line No. field on the Sales Order page gets automatically updated when the sales order is created or modified through Aptean EDI 850 inbound or Aptean EDI 860 inbound ports respectively. While executing the Process action through the Aptean EDI 810 port, this value gets updated to the Line field on the EDI Messages page. If the EDI Ref. Line No. is empty, the Line No. field value on the EDI Reference Lines is updated with the Line No. field values on the sales order line. This process is similar for Aptean EDI 810, Aptean EDI 856, and Aptean EDI 856 Consolidated ports where the PO Line field on the EDI Messages page is updated with the EDI Ref. Line No. field value.
- You can use the USE_NAV_SHIPTO option on the EDI Port Options page. If the value is set to No, the address fields on the Sales Order are directly updated with the field values from the Aptean EDI 850 inbound file. If the value is set to Yes, the sales order address fields will get updated from the ship to address instead of the inbound file.
- After creating a Sales Order with Aptean EDI 850 ports, any modifications made through Aptean EDI 860 port update specific fields in sales order lines. While executing the Process action through the Aptean EDI 810/856/856 Consolidated EDI messages, the following fields on the EDI Messages page are updated with values from the Aptean EDI 860 inbound file. If the field values are not available from Aptean EDI 860, it defaults to values from Aptean EDI 850. The fields are:
- EANCode
- UPC
- Unit of Measure
- Line/POLine
- You can also create a Sales Return Order, Sales Invoice, and Sales Credit Memo with Aptean EDI 812 port based on the Transaction Code and Credit Debit Flag values provided below:
| Transaction Code | Credit Debit Flag | Type of sales document |
|---|---|---|
| A or O | C | Invoice |
| D | Credit Memo | |
| Y | C or D | Return Order |
While processing the EDI message, the values in the created sales document will be inherited either from the Sales Order or from the inbound file, with sales order field values taking precedence.
- While processing the EDI Message through the Aptean EDI 945 port, the LotNumber field value on the Warehouse Shipment line gets inherited with the corresponding field value from the inbound file.
- You can access the EDI Packages page directly through the search icon. However, you can only create/edit the records with the required permission; otherwise, this is only possible when you execute the EDI Packages action on the corresponding sales order. While creating the EDI, the fields on the General FastTab are inherited from the previous package, and the fields on the Lines FastTab are inherited from the source document.
- You can print the EDI Packages by executing the Print UCC Package Label or Print UCC Package Label Batch based on the EDI Label Report ID provided on the EDI FastTab of the respective Customer Card page. Print UCC Package Label – Prints the single report. If multiple reports of the same Source No. are selected, only the first report will be printed. Print UCC Package Label Batch – Prints single or multiple reports. If multiple reports are to be printed, the Source No. for the reports should remain the same.
UI/UX changes
The following UI/UX changes have been made in this release:
- The EDI Packages page is accessible through the search icon.
- The Aptean EDI 812 port has been added to Aptean EDI.
- The Print Label action has been added to the EDI Packages page.
- The LotNumber and ExpirationDate fields are added to the EDI Messages page.
- The tooltip for the Auto Release EDI toggle on the Process FastTab of the EDI Port Card page has been added.
- The USE_NAV_SHIPTO option has been added to the EDI Port Options page associated with the Aptean EDI 850 port.