What's new in version 20.202211.0.0

Features

Resolved issues

PBI 224423 - Conflict with Change Key fields in a released order may require to recalculate charges DIT

What

Change Key fields in a released order may require to recalculate charges DIT

Why

It may happen to change certain fields for a (released) order in the route planning activities. A customer may ask to delivery another day or change the shipment method from pickup to delivery or vv. It may even happen to move an entire drive (multiple orders) to the next day, eg when a driver is ill, or a vehicle malfunctioning.

How

Shipment date/exp. receipt date, shipment method and payment method are criteria in Sales and purchase conditions and partly in Taxes and EG rules.

• When SPC is enabled, it will require to recalculate condition lines.
• When TAX enabled, it will require to recalculate condition lines.
• When EGM is enabled, it will require to recalculate condition lines.

The user should be asked one time to confirm this. If yes

• Reopen order, Update changed criteria field, release again with new recalculation of document APP lines and attached charge lines
• when changed for an entire drive (multiple orders): ask only one time, not per order again
• when the criterion is in place for multiple extensions (SPC, TAX, EGM), ask only one time, not per App again

PBI 224470 - FND - Loan in Use items (long term, short term - Event mgt)

What

Loan in Use items (long term, short term or event)

Why

In the beverage industry, it is common to lend out items (equipment) to customers that will be returned later. We call this loan in use items.

As a sales manager, you want to be able to track loan in use items that are shipped to customers and what was returned by them. It should be possible to create (return) orders to collect them back, suggested based on the outstanding quantities out, so you can manage your loan in use items in an efficient way.

When you receive loan in use items from your vendors, you want to be able to do the same.

How

1. Select the Search icon , enter Items and then choose the related link.
2. Open the card of the item you want to specify as a loan in use item.
3. On the Item Card page, on the Drink-IT Foundation FastTab, select the Loan in Use Item fields for Sales and Purchase as necessary. Hover over the fields to read a short description.

When an item is setup as a loan in use item:

• This is registered in sales and purchase document lines and in item ledger entries in the Loan in Use Item field. You can make the field visible by Personalize the page.

PBI 228605 - Event Mgt - Loan in Use items factboxes on customer/vendor pages

What

Loan in Use items FactBoxes on customer/vendor pages

Why

In the beverage industry, it is common to lend out items (equipment) to customers that will be returned later. We call this loan in use items. You can have a similar process with your vendors.

As an event manager, sales operator or purchase order processor, you want to have the overview per customer or vendor on balances for these loan in use items.

How

1. Select the Search icon , enter Customers or Vendors and then choose the related link.
2. Open the card of the customer or vendor you want to view loan in use item balances for.
3. In the Loan in Use Balance FactBox, you can see the overview with outstanding quantities per loan in use item for that customer or vendor. You can open the details on the quantity field to see the specification.

PBI 230540 - Blanket order enhancement (FND) (a.o for Events)

What

Blanket order enhancement (a.o for Events)

Why

As a beverage company, you can have customers who organize events. An event is mostly on a different (ship-to) address and has a starting date and an ending date. As an event manager, you require to create an event order in advance where later (partial) orders will be called off from.

In our next release (January 2023), we will bring our Drink-IT Event Mangement app.

In this Drink-IT Foundation release, we already make it possible to set default reason codes for event orders:

If your event orders have different sales conditions (or purchase) conditions than the standard orders for the same customers (or vendors), you want to be able to setup the deviating event conditions in an easy way, so you are able to maintain these conditions efficiently.

How

1. Select the Search icon , enter Drink-IT Foundation Setup and then choose the related link.
2. On the Default Reason Code FastTab of the Drink-IT Foundation Setup page, select codes as necessary in the Event Reason Code fields. Hover over the fields to read a short description.

On the Blanket Sales Order

1. Select the Search icon , enter Blanket Sales Order and then choose the related link.
2. Create a new blanket Sales Order
3. On the Foundation Setup you can specify type Blanket Order Type, Starting Date and Ending Date.
4. the reason code of the Blanket Sales order will follow the setup of Reason code in the Foundation Setup

On the Blanket Sales Order the following factboxes can be made visible

• Loan in Use Balance
• Full Good Balance

Functionality is equally available on Blanket Purchase Orders.

Blanket Order No. and Blanket Order Line No. is copied to the Item Ledger Entries and made available on the Item Journal Line. (By personalization they can become visible)

When you setupDrink-IT Sales and Purchase Condition Rules, you can use the Based on Reason fields as criterium for the rule. This makes it possible to exclude event orders for that rule and include event order in rules that are specific for an event.

Since the Event Order will only be available in the next Drink-IT release, the new reason codes will not be automatically applied in any order yet.

PBI 230947 - Apply Per Posting Group in the Drink-IT Foundation Setup is by default selected

What

Apply Per Posting Group in the Drink-IT Foundation Setup is by default selected

Why

Posting entries with different posting group for a same customer or vendor is best practice in Drink-it Apps Empty Goods management and Contract management. Then payments should be applied only to an open entry with the same posting group.

How

Search for Foundation Setup, Fasttab Application. When Foundation is installed, or a new company is created, field Apply per Posting group is checked by default.

PBI 231384 - Blanket order enhancements with Starting date, Ending date and Return date (for Event mgt. and other)

What

We create blanket orders as a contract with customers and vendors, for replenishment, for events or else. Such a contract usually has a starting- and an ending date. in some cases also a return date, e.g. for loan in use items to be returned.

Why

As a sales manager I want to be able to register and view those date fields in my blanket orders. As a purchase manager I want to be able to register and view those date fields in my blanket orders.

How

1. Select the Search icon , enter Blanket Sales Order and then choose the related link.
2. Create a new blanket Sales Order
3. On the Foundation tab you can specify type Blanket Order Type, Starting Date and Ending Date. These field are only available for information.

Functionality is equally available on Blanket Purchase Orders.

PBI 227965 - FND - Attached charges are not posted using drop shipment

What

Attached charges are not posted using drop shipment

Why

When a purchase order is created as a drop shipment, the Aptean Beverage attached charges in that order were not posted when the linked sales order was posted. The same happened when the shipment of the sales order was posted: in that case the attached charges in the purchase order were not received. This is solved.

See also: https://learn.microsoft.com/en-us/dynamics365/business-central/sales-how-drop-shipment

PBI 231838 - Factbox Balance by Posting group does not filter well anymore when drilling down

What

The Customer Balance by Posting Group factbox (customer card) and the Vendor Balance by Posting group (vendor card) did not filter on the posting group anymore when drilling down to the entries. That has been resolved.

PBI 231908 - Posting group should be uneditable once applied (gen. Jnl, Sales/purchase header)

What

Posting group should be not editable once applied (gen. Jnl, Sales/purchase header)

Why

When you apply an amount in a journal line, a sales document or a purchase document with a customer or vendor ledger entry, you don’t want to be able to change the posting group (customer or vendor) for that entry anymore, so you are prevented for posting mistakes.

PBI 232886 - Solve Item Charge Assignment for TAX and SPC in the new BC Qty. To Handle field

What

Solve Item Charge Assignment for TAX and SPC in the new BC Qty. To Handle field

Why

Due to the introduction of the new field Qty. to Handle in the Item Charge Assignment page in** Business Central Release 20.7**, the automatic item charge assignment for Drink-IT Tax charges and Drink-IT Sales and Purchase Condition charges had to be adjusted for the new field. This is done.