What's new in version 1.14.92962.0

Features

Aptean Trade Management extension enables you to:

• Choose whether the Trade Partner should be derived from the trade plan itself or from the involved source document, using the Trade Partner Source. For more information, see Trade Plans.
• Apply a specific trade plan to a certain group of trade partners. For more information, see Trade Plans.
• Link the trade partner group to a trade partner, from the Trade Partner Groups List page. For more information, see Trade Partner Groups.
• Add a trade partner to the customer/vendor and assign percentage of the accrual amount to be allocated for each Trade Partner, from the Trade Partner Allocations page. For more information, see Trade Partner Allocations.
• Control which Trade Partner(s) receive the accrual amount in relation to a specific source document. For more information, see Document Trade Partner Allocations.
• Specify the allocation percentage for both Sales and Purchase documents.
• Copy the Document Trade Partner Allocations record using theMake Order action.
• View the records of the Document Trade Partner Allocations on the Posted Document Trade Partner Allocations and Document Trade Partner Allocations Archive pages.
• Use the Copy, Correct, Cancel, Create Corrective Credit Memo, and Move Negative Lines actions to include document trade partner allocations records in a new document.
• Copy the existing trade plan by using the Copy Trade Plan action.
• View Trade Cost Summary for Customers/Vendors on both Sales and Purchase Order pages. For more information, see Trade Cost Summary.
• View, create, and issue the Trade Statements for one or more trade partners. For more information, see Trade Statements.
• View the records of the issued trade statement on the Issued Trade Statements Lists page.

UI/UX Changes

• The Trade Statement Nos. field is added on the Trade Management Setup page.
• The Trade Statement Inclusion for Sales field is added on the Trade Settings FastTab on the Trade Partner Card page.
• The County field is added on the Contact Info FastTab on the Trade Partner Card page.
• The following actions are added on the Trade Partners page:
  • Create Trade Statement
  • Trade Statements
  • Issued Trade Statements
• The following fields are removed from the Trade Partner Card page:
  • Create Trade Statement After
  • Create Trade Statement After 2
  • Include Return/Credit Memo’s
• The Trade Partner Source and Trade Partner Group Code fields are added on the Accruals FastTab on the Trade Plan Card page.
• The Source Document Type field is added on the Trade Cost Order page.
• The following fields are added on the Trade Accrual Entries (Interim) page:
  • Trade Partner No.
  • Posted Doc. Trade Line Source
  • Posted Doc. Trade Line Doc. No.
  • Posted Doc. Trade Line Doc. Line No.
  • Orig. Doc. Type
  • Orig. Doc. No.
  • Orig. Doc. Line No.
  • Reversed (Checkbox)