What's new in version 2503.0.0.0

Release Note • 7/2/2025 • 4 min read

Features

With the features added in this release of the Aptean Beverage Sales-Purchase Conditions extension, Drink-IT Edition,

The following improvements have been made to enhance the flexibility of sales and purchase condition rule calculations, particularly when condition rules are managed centrally at a customer or vendor group level.
- You can use the Based on Condition Customer/Vendor No. toggle on the Sales and Purchase Condition Rule Card page to control whether the system should evaluate and settle condition rules using the Condition Customer No. or Condition Vendor No. field values specified on the Customer Card or Vendor Card page. This helps you when rules are maintained at a group or headquarters level but applied to individual entities.
- If the Based on Source Type field value is set to Member, the Based on Condition Customer/Vendor No. toggle is turned on by default. For all other values in the Based on Source Type field, the toggle is turned off (and editable). This enhancement applies to both periodic and non-periodic (on-invoice) condition rules.
You can use the Period option in the Calculation Period Type field on the Sales and Purchase Condition Calculations page to define calculation periods based on predefined accounting periods from the Accounting Periods page.
- The Suggest Settlement Lines action on the Condition Periodic Settlement Journals page calculates the settlement lines as follows:
  - The Starting Date and Ending Date field values are determined based on each accounting period line.
  - The Ending Date field value is automatically calculated as one day before the start of the next accounting period.
- The system processes each accounting period individually when calculating periodic settlements within the provided date range.
- The Use Calendar Period checkbox is automatically cleared and is non-editable when the Period option is selected on the Sales and Purchase Condition Calculations page.
- Journal lines are generated only for condition ledger entries that fall within the calculated accounting period range.
You can use the Description field on the Create Settlement Documents page to define or customize the description that appears on the lines of the generated settlement documents. The field value is prefilled with the first description from the related settlement document. You can manually edit the description before document creation.
When you create settlement documents using the Create Settlement Documents action from the Condition Periodic Settlement Journals page, the system allows you to include additional fields, such as line descriptions, VAT posting groups, and transaction source types which are automatically added to the generated documents, including sales invoices and purchase invoices.

Resolved issues

The following issues have been resolved in this release.

ID	Description
296410	The system fails to update the condition lines associated with the sales order when the shipment date is changed on the Route Planning Request page.
298520	The system fails to generate condition lines for the sales order after its status is updated, even when the order is reopened and released again.
302106	The system fails to remove expired sales and purchase condition rules or add required sales and purchase condition rules with the Per Document item type and mix and match item setup from sales orders when changing the Order Date or Shipment Date field values (depending on the setup on the Sales and Purchase Condition Setup page).

UI/UX changes

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

The Description field has been added to the Create Settlement Documents page.
The Based on Condition Customer/Vendor No. toggle has been added to the Customer/Vendor (Source) FastTab of the Sales and Purchase Condition Rule Card page.
The Period option has been added to the Calculation Period Type field on the Sales and Purchase Condition Calculations page.
The Customer Rules and Vendor Rules actions filter records based on condition customer or vendor number, in addition to the existing source type and source number on the Sales and Purchase Condition Rule Card page.
The Customer Rules Overview and Vendor Rules Overview actions display all rules applicable to the relevant condition customer or vendor number on the Sales and Purchase Condition Rule Card page.