What's new in version 2506.0.0.0

Features

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

• You can set up the system to validate the required trade management setup before completing the posting routine for all documents by turning on the Check Setup Before Posting toggle of the Trade Management Setup page. The system displays errors if any configurations related to trade management setup are missing. This improves clarity in error handling and prevents situations in which, for example, a purchase order is posted for receipt but the trade cost order failed to be processed. For more information, see Set up trade management.

• The system copies document trade lines from the original document line to the Document Trade Lines page and sets the Document Trade Source field value to Reversal when creating return order lines via the Get Posted Document Lines to Reverse action for trade plans with the Non-Reversible toggle turned off on the associated Trade Plan Card page. This ensures that return-specific trade costs, such as pickup fees, are included in the reversal. For more information, see Manage the reversal of posted documents.

• You can define multiple trade plan rates for multiple shipping containers when the Trade Rate Setup field value is set to Specific and the Use in Sales and/or Use in Purchase toggles on the Trade Plan page are turned on. This prevents setting up multiple trade plans to define trade plan rates per shipping container. For more information, see Set up trade plan rates for specific sources.

  This feature is available only when the Aptean Packaging extension is installed.

• The system supports allocating packaging costs per shipping container for items with the Type field value set to Order Bound on the Default Packaging page by calculating the Eligible Base field value on the Document Trade Lines page based on the trade plan set up. Further, the system dynamically updates the eligible base when quantity requirements change. Additionally, previous restrictions on the logistical setup of the location have been removed. For more information, Manage document trade lines.

  This feature is available only when the Aptean Packaging extension is installed.

• You can set up trade plan rates for periodic costs to calculate packaging costs per shipping container based on actual or expected packaging quantity. For more information, see Set up trade plan rates for periodic costs.

  This feature is available only when the Aptean Packaging extension is installed.

• You can set up trade plan rates for production costs to calculate packaging costs per shipping container. The system applies the relevant trade plan rate, calculates the eligible base, and posts capacity ledger entries to record packaging costs. For more information, see Set up trade plan rates for production costs and Manage production costs defined per shipping container.

  This feature is available only when the Aptean Packaging extension is installed.

• You can select a trade partner when adding a document trade line to a production order using the Add Document Trade Line action on the Document Trade Lines page.

• You can verify and update the Rate field value on the Document Trade Lines page for unposted sales and purchase documents based on the changes made to the corresponding trade plan rates. This ensures that the rates in the document trade lines are synchronized with the updated trade plan rates. For more information, see Update trade plan rates on unposted documents.

• You can configure trade plans to post costs directly to a general ledger account, without using item charges. This can be used in cases when you want to post costs such as service fees or handling charges directly to a G/L account without affecting the value of items traded. For more information, see Set up trade plans, Set up trade plans for periodic costs, and Manage trade cost orders.

• You can define global lot attribute values for trade plan rate lines with the Item Type field value set to All Items or Item Category on the Trade Plan Rates page. The trade plan rate hierarchy logic has been updated to include the same.

  This feature is available only when the Aptean Advanced Attributes extension is installed.

• You can view the floor space area calculated based on the item quantity and the defined floor space dimensions (length and width) in the Calculated Floor Space Surface field value on the Trade Cost Assignment and Item Charge Assignment pages. For more information, see Manage trade cost orders.

  This feature is available only when the Aptean Transport extension is installed.

Enhancements/Modifications

With this release of the Aptean Trade Management extension,

• The translation file for the Dutch (de-DE) language has been updated for better readability.

• The system allows you to update specific fields on the Trade Plan Card page even when there are existing trade plan rate lines. This enhancement helps you to adjust the trade plan without deleting existing trade plan rate lines. For more information, see Set up trade plans.

• The system supports the non-reversibility of trade costs when using the Get Posted Document Lines to Reverse action on the Sales Return Order and Purchase Return Order pages. This ensures that costs that should not be reversed, such as original transport, are excluded from reversal. For more information, see Set up trade plans.

• The system allows you turn on the Non-Reversible toggle only when the Price Rule field value is set to blank on the Trade Plan Card page. This restriction ensures that return orders are not affected by different prices or costs when compared to the original orders, which can occur when the trade plan impacts the unit price, unit cost, or discount on document lines. For more information, see Set up trade plans.

  The system turns on the Invalid toggle on the Trade Plan Card for existing trade plans that do not align with this enhancement.

• The system allows you to select the Calculate Periodic Costs action on the Trade Plan Card page only when the Status field value is set to Active. For more information, see Calculate periodic costs.

• The system updates the Eligible Base field value on the Document Trade Lines page when creating a production order via the Quick Production Entry page.

  This enhancement is available only when the Aptean Quick Production extension is installed.

• The system posts production costs even when the associated work center does not have a cost on the Prod. Order Routing page by deriving the cost from the linked document trade line. This ensures that capacity is recorded separately from the production order routing setup. For more information, see Manage production orders.

• The system inherits relevant values in the fields on the Value Entries page when posting the associated capacity ledger entries. For more information, see Manage production orders.

• You can update the unit cost for a work center when the Sub Contractor field value is set to blank on the Prod. Order Routing page. Additionally, the system allows you to post a work center on the Production Journal page even when it is linked to a document trade line, providing flexibility in managing production activities. For more information, see Manage production orders.

• You can select the Exclusions filter on the Trade Plan Card page only when any of the sales or purchase related toggles on the Accruals FastTab are turned on. Additionally, the system displays filters on the Filter Page page based on the toggles turned on. For more information, see Set up trade plan exclusions.

• The system allocates costs by floor space, net weight, and unit of measure based on calculated floor space surface, net weight of the item, and base unit of measure of the item, respectively on the Trade Cost Assignment and Item Charge Assignment pages. This enhancement addresses the issues reported in bug ID #270112.

• The check placed against the Doc. Amount Incl. VAT field in the purchase invoice header when posting the purchase invoice header has been deprecated and the Check Purchase Invoice Amount On Posting toggle on the Trade Management Setup page has been removed because this functionality is available in standard Business Central. For more information, see Check amounts on purchase invoices and credit memos.
  This feature addresses the issue reported in bug ID #306167.

UI/UX changes

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

• The following actions have been added to the Document Trade Lines page.
  • Verify Rates on Documents
  • Filter Sales Lines
  • Filter Purchase Lines
• The Filter Status FactBox has been added to the Document Trade Lines page.
• The Trade Partner No. field has been added to the Add Document Trade Line and Document Trade Lines pages.
• The G/L Account No. and Balance Account No. fields have been added to the Trade Plan Card page.
• The G/L Account No. field has been added to the Trade Cost Order and Document Trade Costs pages associated with purchase, sales, and transfer orders.
• The global lot attributes (1 to 8) fields have been added to the Trade Plan Rates page when the Item Type field value set to All Items or Item Category.
• The Rate Application Method, Packaging Type, and Packaging Code fields have been added to the Trade Plan Rates page.
• The Packaging Quantity (Expected) and Packaging Quantity Posted fields have been added to the Periodic Cost Lines Entries page.
• The Calculated Floor Space Surface field has been added to the Trade Cost Assignment and Item Charge Assignment pages.

  This field is visible only when the Aptean Transport extension is installed.

• The Unit Cost per field has been made editable when the Sub Contractor field value is set to blank on the Prod. Order Routing page.
• The Packaging Type and Packaging Code fields have been removed from the Trade Plan Card page.
• The Check Setup Before Posting toggle has been added to the Trade Management Setup page.
• The Amount per Shipping Unit option has been added to the Trade Plan Card page.

  This option is visible only when the Trade Plan Type field value is set to blank.

• The Check Purchase Invoice Amount On Posting toggle has been removed on the Trade Management Setup page.
• The Amount per Shipping Container option has been added to the Rate Type field on the Trade Plan Rates page.

  This option is visible only when the Trade Plan Type field value is set to Periodic or Production on the Trade Plan Type page.

• The Reversal option has been added to the Document Trade Source field on the Document Trade Lines page.

Resolved issues

The following issues have been resolved in this release.