What's new in version 2403.0.0.0

Features

With the features added in this release of the Aptean Trade Management extension, you can:

• Use the Use in Sales Return and Use in Purchase Return toggles to specify whether a particular trade plan is applied when processing sales return orders or purchase return orders.

  For existing trade plans with the Accrual Type set to Standard Revenue or Actual Revenue, the system automatically turns on the Use in Sales Return or the Use in Purchase Return toggle if the corresponding Use in Sales or Use in Purchase toggle was enabled. This ensures that the existing trade plans seamlessly integrate with the updated features provided by this release.

• Use the Cost Accrual Selection page to apply advanced filtering options, allocate actual costs from purchase invoices, view comprehensive entry details, and select flexible distribution methods. To know more, see Use cost accrual selection.
• Use the Doc. Amount Incl. VAT field on the Purchase Invoice page to ensure the total invoice amount equals the sum of all the purchase invoice lines.

UI/UX changes

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

• The Cost Accrual Selection page has been added.
• The Cost Accrual Selection action (Actions > Functions) has been added on the Purchase Invoice page.
• The Doc. Amount Incl. VAT field has been added on the Purchase Invoice page.
• The Use in Sales Return and Use in Purchase Return toggles have been added on the Accruals FastTab of the Trade Plan Card page.