Changelog

• Automatically updates the Expiration Date field value when you enter the Vendor Production Date field value on the Item Tracking Lines page,
  • For a lot number.
  • If there are multiple item tracking lines associated with the license plate numbers.

This feature addresses the issue reported in bug ID #291515 and is available only when the Aptean License Plating extension is installed.

• Allows you to change the item tracking code by selecting the Change Tracking Setup for Purchase items option in the Title field on the Assisted Setup page.

With the feature added in this release of the Aptean Advanced Comments extension, you can configure whether comments from sales return orders and purchase return orders appear on the related warehouse shipments and warehouse receipts, making important information easily accessible to warehouse teams.

With the features added in this release of the Aptean Integration Platform (AIP) connector, you can view the following field values in the outbound event after executing the Mark as Fully Loaded action on the Transport Order page. Additionally, these field values are provided in GMT Standard Time zone.

• Planned Start Time
• Planned End Time
• Planned Departure Time
• Planned Return Time

• Apply dynamic pricing based on weight or quantity thresholds using the bracket pricing feature. For more information, see Configure bracket pricing threshold.

• View the Bracket Pricing FactBox on the Sales Quote, Sales Order, and Sales Invoice pages. For more information, see Create sales order with bracket pricing, Create sales quotes with bracket pricing, and Create sales invoice with bracket pricing.

With this release of the Aptean Beverage Advanced Sales Management extension, Drink-IT Edition, the out-of-stock availability check logic has been enhanced to exclude non-inventory items. When you update sales lines on the Order Entry page, non-inventory items no longer trigger out-of-stock indicators or availability checks, as these items are not intended to be stock-tracked. This ensures accurate stock visibility and avoids unnecessary alerts for manually added service-related items such as handling charges.

With the feature added in this release of the Aptean Advanced Warehousing extension, the system rounds pick quantity value to whole numbers when using non-base units of measure. For more information, see Set up advanced warehousing and Create multiple picks for warehouse shipment.

With the feature added in this release of the Aptean Beverage Advanced Warehouse Management extension, Drink-IT Edition, the system includes the License Plate Tracking Entries action on all posted shipment and receipt pages to improve traceability of license plate numbers in posted warehouse documents. This feature allows you to view the Detailed Warehouse Entries page with entries filtered by the Whse. Document Type and Whse. Document No. fields, providing better visibility into license plate usage across shipments and receipts.

• The system allows automatic template selection for mixed lot scenarios during pick creation. When a sales order includes item tracking lines with multiple lot numbers within a single pallet quantity, the system automatically uses the mix warehouse template during the creation of the warehouse pick.

  The License Plate Tracking Entries action on the associated pages is displayed only when the Application Name field is set to Aptean Beverage Advanced Warehouse Management for Drink-IT Edition, and the corresponding Feature Status field value is set to Enabled on the Feature Control page.

• The system enhances destination license plate number functionality for single pick scenarios. When using a warehouse template with the Picking Type field value set to Single Pick, the system behaves consistently with mix pick process. It allows consolidating items into a single destination license plate, automatically or manually assigning the license plate on the Place line based on pick quantity and license plate selection on the Take line. The existing license plate values are cleared if the source license plate is changed.
  All other validations and behaviors works similarly to those used in mix pick processes. To know more, see Setting up warehouse templates.

• The create rent invoices functionality has been enhanced to not display error messages during processing. The rental agreements are skipped and no longer included in the error log by turning on the Skip Error Messages on Rental Agreement toggle on the Contract Management Setup page.

• The rental invoicing process has been enhanced to ensure that buffer lines are automatically created when a rental line ending date is extended. This ensures that rental periods added after the initial invoicing are automatically included in future invoice runs, without requiring manual buffer creation. The system checks for missing buffer lines during batch invoice creation and generates them as needed to support extended rental periods.

  
  To extend the ending date in a rental agreement line, you can change the Rental Line Status field value from Ready to Invoice to New. Then, you can update the Ending Date field value as required on the Rental Agreements page.

• Define delivery calendars, assign item catalogs, restrict delivery dates by routes, enforce minimum order requirements, and manage cancellation and catalog access settings on the E-commerce Setup page in Business Central. This helps to optimize customer ordering experience and streamline backend processes. For more information, see Set up e-commerce.

• Gain control over the e-commerce portal with enhanced admin capabilities. You can configure and manage your e-commerce portal through a centralized admin dashboard, set up site configurations, customize themes, manage in-app texts and user permissions, all designed to deliver a seamless online experience that aligns with your business goals. For more information, see Admin users.

• Customize site branding and communication settings. Admin users can upload logos, set theme colors, configure announcements, update contact info, and link the e-commerce portal to the desired Business Central company. For more information, see Set up site configuration.

• Design company-specific e-commerce experiences by enabling same-day delivery and create marketing catalogs with custom images, messages, display styles, and actions, all specific to each company, giving admins greater flexibility to tailor customer experience without impacting other environments. For more information, see Configure company settings.

• Manage user access by creating new users or admins directly from the e-commerce administration portal. For more information, see Add new users.

• Localize user-facing content effortlessly. You can edit in-app labels and manage translations across supported languages to deliver a tailored user experience. The system simplifies localization by allowing admins to customize the interface text without any development effort, ensuring content stays relevant and accessible for global audiences. For more information, see In-app text and translations.

• Monitor and manage shopping carts in real time. Admins can abandon carts, track cart activity, view product-level details, and remove unwanted carts. For more information, see Manage shopping carts.

• Simplify online ordering for end users. The system offers regular users a seamless experience to browse product catalogs, manage their carts, choose delivery dates, and place orders with ease. For more information, see E-Commerce users.

• Stay informed with orders and announcements briefly. You can quickly access order updates and important messages from the Home page of the e-commerce portal. For more information, see View orders and announcements.

• Ensure compliance with minimum order requirements. The system prevents order submission below required thresholds with built-in minimum order enforcement. For more information, see Access your shopping cart.

• Review the final overview and submit your order from the Checkout page. For more information, see Review and finalize your order.

• View a complete summary of your submitted order. You can access the Order Recap page immediately after submission to review full order details, including customer and shipping information, delivery dates, order status, and item-level breakdowns with pricing and quantities. For more information, see View submitted orders.

• Cancel sales orders directly from the portal. Based on the order status and admin-defined cancellation rules, the system deletes eligible orders, preventing unwanted shipments. For more information, see Cancel orders.

• Track account activity with a personalized dashboard and access key account details, recent orders, open invoices, and language preferences on the My Account Dashboard page. For more information, see View account details.

• Use the Order History page to search and view invoiced orders by delivery date or sales order number. For more information, see View order history.

• The system supports importing inbound files for warehouse receipts generated from sales return orders while processing the Aptean EDI 944 or Aptean EDI 944 Level 4 message.

• The system maps the ProductionDate text element when processing the Aptean EDI 944 and Aptean EDI 944 Level messages as follows:

  • If the Aptean Lot Management extension is installed,
    The system maps the value to the Vendor Production Date field on the item tracking lines of the Warehouse Receipt page linked to the purchase order. This value is inherited from the Production Date field on the Lot Origin FastTab of the related Lot No. Information Card page.
  • If the Aptean JustFood and the Aptean Lot Management extension are not installed,
    The system maps the value to the Production Date field on the item tracking lines of the Warehouse Receipt page linked to the purchase order. This value is inherited from the associated field value on the related Item Ledger Entries page.

• The system validates the RecipientGLN and LocationGLN text elements when processing the following messages. The values in the inbound file must match the corresponding fields on the Location Card page:

  • Aptean EDI 945 Level 4
  • Aptean EDI 945 SO
  • Aptean EDI 945
  • Aptean EDI 944 Level 4
  • Aptean EDI 944

  Additionally, the system validates the CustomerGLN and VendorGLN text elements as follows:

  • For warehouse shipment-related messages:
    The system checks if the customer GLN value in the inbound file matches the value on the Customer Card page.
  • For warehouse receipt-related messages:
    The system checks if the vendor GLN value in the inbound file matches the translation value on the EDI Translations page.

  If any of these values do not match, the system displays an error.

• The system calculates the FreightAmount text element using the related posted sales invoice document for G/L and item charge lines when processing the Aptean EDI 856 Consolidated and Aptean EDI 856 Level 4 messages. This change ensures that freight charges not included in the warehouse shipment are included from the invoice.

• When the Aptean Beverage Sales Purchase Conditions extension, Drink-IT Edition, is installed:

  • The system validates posted sales invoice lines of type G/L Account or Charge (Item) that are linked to an item through the Attached to Line No. field when executing the Send Invoice action on the Posted Sales Invoice page. Lines with a value in this field are displayed on the associated Posted Document Lines page.
    The system maps the AllowanceCode, AllowanceCode1, and AllowanceCode2 text elements to the translation value of the No. field. If no translation is found, it maps the No. field value from the posted sales invoice line. Only the first three lines on the posted sales lines associated to the item are considered. If any of these lines doesn't have a value in the Attached to Line No. field, the corresponding AllowanceCode text element is left blank. Similarly, the AllowanceAmount, AllowanceAmount1, and AllowanceAmount2 text elements are updated with the amount field values from the posted sales invoice lines for which the Attached to Line No. field value is available. This is always a positive value.

  • The system validates posted sales credit memo or sales credit memo lines of type G/L Account or Charge (Item) that are linked to an item through the Attached to Line No. field when executing the Send Posted Credit Memo or Send credit/debit adjustment action on the Posted Sales Credit Memo or Sales Credit Memo page, respectively. Lines with a value in this field are displayed on the associated Posted Document Lines or Document Lines page.
    The system maps the service allowance charge detail (SAD) text elements to the translation value of the No. field. If no translation is found, it maps the No. field value from the posted sales credit memo or sales credit memo line. If any of these lines didn't have a value in the Attached to Line No. field, the corresponding SAD text element is left blank.

    The mapping details of the SAD text elements are as follows:

    Text element	Mapped value
    SAD01	D (Default when SPC is installed)
    SAD02	Translation value of charge item or G/L Account in the sales credit memo line (Posted Sales Credit Memo) or sales line (Sales Credit Memo)
    SAD05	The Amount field value in the sales credit memo line (Posted Sales Credit Memo) or sales line (Sales Credit Memo)
    SAD13	The amount or quantity value in the sales credit memo line (Posted Sales Credit Memo) or sales line (Sales Credit Memo)
    SAD15	The Description field value in the sales credit memo line (Posted Sales Credit Memo) or sales line (Sales Credit Memo)

• When the Aptean Beverage Tax Management extension, Drink-IT Edition, is installed, the system maps the TaxAmount2 text element to the Amount field value on the Posted Document Tax Lines page associated with the Posted Sales Invoice or Posted Sales Credit Memo page when processing the Aptean EDI 810 or Aptean EDI 812 message, respectively.

  • For EDI 810 messages:
    If there are multiple lines on the Posted Document Tax Lines page, the system sums the Amount field values and updates the TaxAmount2 text element for each item in the source document line. The TaxD2 text element is updated with Excise. Additionally, the system updates the TaxAmount4 text element with the sum of all TaxAmount2 field values.
  • For EDI 812 messages:
    The system calculates excise taxes and includes them both in the Tax Lines section and the Tax Summary section of the message when the TaxD2 text element is set to Excise.

• The TaxClassification, TaxClassificationType, and TaxID text elements are mapped as follows while processing the Aptean EDI 940 SO message:

  • The TaxClassification text element is mapped in the following hierarchy:
    1. The translation value of the Default Tax Classification field value on the Ship-to Address page linked to the sales order.
    2. The Default Tax Classification field value on the Ship-to Address page linked to the sales order.
    3. The translation value of the Default Tax Classification field value on the Customer Card page.
    4. The Default Tax Classification field value on the Customer Card page.
  • The TaxClassificationType text element is mapped in the following hierarchy:
    1. The translation value of the Excise Type field value on the General Tax Classifications page linked to the Ship-to Address page
    2. The Excise Type field value on the General Tax Classifications page linked to the Ship-to Address page

  
  This happens only when the Aptean Beverage Tax Management extension, Drink-IT Edition, is installed.

  • The TaxID text element is mapped to the Tax Registration No. field value on the Document Tax Lines page linked to the sales order line.

  
  This happens only when the Aptean Beverage Customs Document Management extension, Drink-IT Edition, is installed.

• The TaxClassification, TaxClassificationType, and TaxID text elements are mapped as follows while processing the Aptean EDI 940 message:

  • When the shipment type is associated with sales, the system follows the mapping logic same as the Aptean EDI 940 SO message.
  • When the shipment type is associated with a purchase return order:
    • The TaxClassification text element is mapped in the following hierarchy:
      1. The translation value of the Default Tax Classification field value on the Order Address page linked to the purchase order
      2. The Default Tax Classification field value on the Order Address page linked to the purchase order
      3. The translation value of the Default Tax Classification field value on the Vendor Card page
      4. The Default Tax Classification field value on the Vendor Card page
    • The TaxClassificationType text element is mapped in the following hierarchy:

      1. The translation value of the Excise Type field value on the General Tax Classifications page linked to the Order Address page

      2. The Excise Type field value on the General Tax Classifications page linked to the Order Address page

  
  This happens only when the Aptean Beverage Tax Management extension, Drink-IT Edition, is installed.

• The TaxClassification and TaxClassificationType text elements are added to the Aptean EDI 940 Inv. Pick message and the text elements are not mapped.

• When the Aptean Beverage Empty Goods and Deposit Management extension, Drink-IT Edition, is installed, the system maps the service allowance charge details (SAD) text elements linked to the G/L Account type lines of the empty goods items as follows while processing the Aptean EDI 810 and Aptean EDI 812 messages.

  Text element	Mapped value
  SAD01	E (When Aptean Beverage Empty Goods and Deposit Management extension is installed)
  SAD02	Translation value of charge item or G/L Account in the sales credit memo line (Posted Sales Credit Memo) or sales line (Sales Credit Memo)

• When the Aptean Beverage Advanced Warehouse Management extension, Drink-IT Edition, is installed, the system automatically creates EDI packages when you post sales orders. Additionally, the package-related information on the EDI Package page is inherited from the corresponding values on the License Plate Reservation Entry page. The license plate defines the pallet level of the EDI package, and the items are grouped within that pallet level.

• The system updates the price values as 0 for packaging items included in the Service Allowance Charge (SAC) details while processing the Aptean EDI 810 message. This enhancement addresses the issue reported in bug ID #297553.

• The system automates the generation of Aptean EDI 204 message based on the value of the EDI Carrier Load toggle along with the other configurations on the EDI Port and EDI Setup pages. Additionally, the sent date and time are updated in the EDI Carrier Sent Date/Time field. This enhancement addresses the issue reported in bug ID #275816.

• The OnBeforeProcessKitSerialLot integration event has been added to the SPSCommerce810PortEventBCW codeunit to enhance customization.

With the features added in this release of the Aptean Beverage Empty Goods and Deposit Management, Drink-IT Edition, the system applies rounding logic as defined in the Rounding field on the Empty Goods Item Classification page, which is linked to the Empty Good Code page, to fields in the purchase document line.

With the feature added in this release of the Aptean Tax Process Handling extension, the system automatically updates the posting group fields for order lines with the Type field value set to G/L Account on the Sales Order page based on changes to the Ship-to field value. This provides better consistency in tax and posting configurations during sales order entry. For more information,see Manage business posting and posting group in documents. This feature addresses the issue reported in bug ID #276550.

• Enhancements have been made to the copy document functionality on sales orders to prevent the logistics status from being carried over from the source document. When copying a sales order using the Copy Document action, the Logistics Status field value on the Logistics FastTab is correctly updated based on the status of the new order, rather than inheriting the status (such as Shipped or Picked) from the original document.

• The Create/Modify Return Order action in sales and purchase orders (that are created from the blanket sales and purchase orders) has been enhanced to include the Return Date field value in the sales and purchase return order header and lines.
  Additionally, the Shipment Date field value on the sales return order is updated using the return date from the blanket sales order. Then, the Expected Receipt Date field value on the purchase return order is updated using the return date from the purchase blanket order.

• When the Event Invoice toggle on the Event Management Setup page is turned on and the Logistics Status field value on an event sales blanket order is changed to a status that allows invoicing, the system checks all linked sales orders.
  If at least one of the linked sales orders has a logistics status that does not permit invoicing, the system displays a confirmation message. This helps prevent the unintentional creation of invoices for incomplete event blanket orders.

With the feature added in this release of the Aptean Forecasting extension, the system includes performance improvements for calculating the projected forecast. You can use the Forecast Calculation Method field value on the Forecast Setup page to define when the system recalculates the projected forecast. This feature addresses the issue reported in bug ID #296131.

When the Show Shortage toggle on the Daily Forecast page is turned on, the system automatically recalculates the projected forecast each time a filter is changed.

• The system resets the number series to the starting number when it has reached the last number if the Reset No. Series checkbox is selected on the Lot No. Profile card page. For more information, see Set up lot number element series.

• You can export the recall information (consisting of all inbound, outbound, and production transactions) to an Excel document. For more information, see Export recall information.

• You can find existing entries and documents based on the document number and posting date of a document from the Recall card page. For more information, see Create recalls.

With this release of the Aptean Lot Management extension, the system excludes negative production and negative consumption when calculating the Total Qty. field value on the Lots FastTab of the Recall card page. Additionally, you can select the On-Hand Qty. field value to view the related item ledger entries.
This enhancement addresses the issue reported in bug ID #291987. For more information, see Create recalls.

With the feature added in this release of the Aptean License Plating extension, you can print a report with a value selected in the No. Series field on the Print New License Plate Labels page. For more information, see Print new license plate numbers.

• The system updates the unit of measure code caption on the Physical Inventory Journals page based on the Unit of Measure and Quantity field values selected on the License Plate Card page. For more information, see Manage physical inventory journals.

With the feature added in this release of the Aptean Mobile Warehouse Registration extension, you can configure the Clear SSCC after partial registration description to Yes (to clear) or No (to retain) on the Mobile Profile Setup page. To know more, see Setup.

• You can select a printer for production output using the Print labels? dialog on the Production output screen of the Aptean Mobile Warehouse app. The label is printed and the output is posted after you confirm the selection.

  • The Print labels? dialog will be displayed when quantity is entered in the To Output field.
  • The dialog appears only when the Auto Print Lot Tag on Output Post field value is set to Yes on the Mobile Profile Setup page and the Label Printing Method field value is set to Labeling on the Mobile Setup page.
  • If the output is posted in the same session, the system will have the previous output printer selection as default.
  • If the output is posted in a different session, the system will have the Default Printer option as the default selection.

• You can specify the number of labels to print in the Input No of Labels: field in the Print labels? dialog on the Production, Receiving, Lot Info, and License Plate (LP) Info output screens of the Aptean Mobile Warehouse app.

  • You can enter any required number of labels to print.

  • The system displays the default value in the Input No of Labels: field based on the Label Qty. Type and Label Qty. field values defined on the Label Selection page.

  
  If the Label Qty. Type field value is set to Item Quantity on the Label Selection page, then the Input No of Labels: field is not displayed on the Print labels? dialog on the License Plate (LP) Info screen.

• You can select the LP INFO action on the Bin Information screen to view the license plate information.

• You can choose to clear or retain the SSCC field on the Pick screen after a partial pick is registered. This is defined by configuring the Clear SSCC after partial registration description to Yes (to clear) or No (to retain) on the Mobile Profile Setup page. To know more, see Setup.

• The system displays an error when you try to scan the inventory put-aways or pick documents on the quick scan of the Aptean Mobile Warehouse app. Additionally, the put-away or pick documents are not displayed on the Queue, Pick, and Put-Away screens.

• The system validates the License Plate Number field value before you enter a value in the Qty. Handled: field on the Warehouse Receipt screen.

• The system displays an error on the Production screen during consumption if the entered Item No. field value or the item linked to the scanned license plate is not listed on the Prod. Order Components page.

• You can configure and manage the proof of delivery process directly from the Proof of Delivery Setup page. To know more, see Set up proof of delivery.

• You can automate and streamline the proof of delivery process using job queues managed through the Aptean Integration Platform (AIP) connector. To know more, see Set up proof of delivery.

• The system creates and processes outbound AIP events when a transport order is fully loaded, ensuring timely and accurate communication of shipment status and details to external systems. To know more, see Creation of AIP outbound event for fully loaded transport order.

• You can view, filter, and process inbound AIP events for delivered orders, ensuring accurate tracking, automated sales order updates, and comprehensive documentation of customer-approved proof of delivery. To know more, see View and manage the inbound AIP events for POD.

• You can efficiently view and manage attachments related to proof of delivery events, e-signatures and images captured during the delivery process. To know more, see View and manage proof of delivery attachments.

• You can define the exception codes for handling variations in the delivery process. To know more, see Create and manage delivery exception codes.

• You can view and manage the proof of delivery status, drop details, and proof of delivery attributes of the transport documents, giving you visibility into delivery outcomes, exceptions, and supporting actions such as reporting, returns, and customer notifications. To know more, see View and manage the POD information in the transport documents.

• The system generates a printable proof of delivery report with accepted items and customer confirmation, supporting both manual and automated printing options. It can also send the report by email to the customer if an address is specified. To know more, see Proof of delivery report.

• The system supports and processes the weight quantity if proof of delivery is associated with a catch weight item. This functionality is available only when the Aptean Catch Weight extension is installed.

• The system supports and processes packaged items and returns. This functionality is available only when the Aptean Packaging extension is installed.

• You can change the production scenario on production orders where only the routing number differs, and the system updates only the routing lines, and retains the production BOM and component lines to avoid unnecessary recalculations.

• The system automatically applies the correct production scenario based on item, location, and variant code during production order creation, refresh, replanning, planning worksheet processing, batch optimization, production split worksheet, and changing production scenario. For more information, see Production Split Worksheet.

• You can create a production movement using the Use Put-away Unit of Measure Code toggle on the Create Consolidate Production Movement page. For more information, see Consolidated Pick and Consolidated Consumption.

• The system automatically assigns the lot number and updates the To Bin Code and Quantity field values on the Internal Movement page based on the assigned lot number when a consolidated production movement is created and when the Pick According to FEFO toggle on the Location Card page is turned on.

With the feature added in this release of the Aptean Process Manufacturing extension, you can calculate consolidated consumption using expected output, allowing you to post the consumption even before the output is posted. This helps streamline warehouse operations and supports timely posting in fast-paced production environments. For more information, see Consolidated consumption.

• You can change the production scenario on production orders in which only the routing number differs, and the system updates only the routing lines, without updating the production BOM and component lines to avoid unnecessary recalculations. For more information, see Apply production scenario in production order and planning worksheet.

• You can set up production scenarios specific to item, location, and variant code combinations.
• The system automatically applies the correct production scenario based on item, location, and variant code during production order creation, refresh, replanning, planning worksheet processing, batch optimization, production split worksheet, and changing production scenario.

• You can change the production scenario on the Production Order Scheduling page, in which only the routing number differs, and the system updates only the routing lines, and retains the production BOM and component lines to avoid unnecessary recalculations.

• The system automatically applies the correct production scenario based on item, location, and variant code when changing production scenario on the Production Order Scheduling page.

• You can use the Teams filter on the Quality Control App page. This filter allows you to view quality control checks and actions by selecting one or more associated quality control teams. The available team options are based on the configuration defined on the Quality Control Teams page. The filter supports multiple selections and includes options for assigned and unassigned teams.

• The system displays a Refresh button to help users access the most up-to-date data. The refresh action preserves the current view, including applied filters, search terms, and selections. This ensures easy access to the latest information without disrupting the workflow on the following pages:

  • Checks
  • Quality Control Check
  • Actions
  • Quantity Control Action

• You can configure the Show Quality Check Completion Message toggle on the Quality Control Setup page to include a confirmation message with navigation options after posting a quality control check. To know more, see Set up quality control.

• Aptean Advanced Comments
• Aptean Labelling
• Aptean Packaging
• Aptean Lot Management

• Record advanced lot attributes while registering outputs. The system allows you to view and enter relevant attribute details for output lots as required. To know more, see Register output with lot attributes.

• Navigate more efficiently using the default search behavior navigation feature to define your interaction with production orders, whether you're focused on input, output, or managing the entire production order. To know more, see Set up shop floor production.

With the feature added in this release of the Aptean Shop Floor Production (BC) extension, you can define the format in which the lot number appears on the Shop Floor Production Setup page. For more information, see Set up shop floor production.

• 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.

With the feature added in this release of the Aptean Sublot Management extension, you can configure whether sublots use the item lot number series or a dedicated sublot number series when generating them. For more information, see Set up sublot management.

• You can define a special tax amount for specific items directly on the item card by using the Tax Unit Amount 1 and Tax Unit Amount 2 fields and what can be used in the formula on the Taxes page to calculate the unit tax amount. The caption and the number of decimal places for these values are configured on the Tax Management Setup page.

• You can open the Tax Classifications page directly from the Location, Customer, Ship-to Address, Vendor, and Order Address card pages to view and edit tax classification relations. You can also view the number of tax classification relations that exist for the related record in the Tax Classifications field.

• The system allows to include the Tax Calculation Factor field value when calculating the tax formula on the Item Card page even if the item has inventory. Additionally, the system updates the Tax Calculation Factor field value on the Item Card page when you change the corresponding field value on the linked Tax Classification Relation and Tax Value pages, and vice versa.

• On the Tax Ledger Entries page, the Source Type field value is inherited with the location, and the Source No. field value is inherited with the location code for transfer entries.

• You can define if the tax rule is required for each tax code in addition to the configuration on the Tax Management Setup page. The Tax Rule Required field on the Taxes page includes following options:

  • Default
  • Yes
  • No

  The system validates the tax rule based on the combination of values in the Tax Rule Required field on the Tax Management Setup and Taxes pages as below:

  Tax Management Setup	Taxes	Result
  Yes	Default	Error if rule is missing
  No	Default	No error
  Yes	No	No error
  No	Yes	Error if rule is missing

• You can view the Location Code field on the Transport Order and Transport Management pages.
• The system updates the Location Code field value automatically when creating a transport order after executing the Create Transport Order action on the Transport Planning page if all associated stops have the same location code. If the stops have different values, the field remains blank.

• You can view and define pickup, delivery date, and time information on the Transport Planning, Sales Order, Sales Return Order, Purchase Order, Purchase Return Order, and Transfer Order pages. The system displays the fields based on the document type:
  • Outbound documents (sales order and purchase return order): Displays delivery date and time.
  • Inbound documents (purchase order and sales return order): Displays pickup date and time.
  • Transfer orders: Displays both pickup and delivery date and time fields.

• Create and manage a push list of items, lots, or locations that are prioritized for sale. For more information, see Manage the push list.

• Use the trading board to view items available from the push list and add them to sales orders directly. For more information, see Open and calculate the trading board from sales order lines.

• View and manage items on the push list from the trading board. For more information, see Manage the push list from the trading board.

• The system introduces enhanced lot reservation validation during the warehouse pick process. When registering a pick for a sales order, the system checks whether the selected lot number has already been reserved in another outbound document. If the lot is reserved elsewhere, the system prevents the pick from being registered and displays an appropriate error message.

• The system enhances destination license plate number functionality for single pick scenarios. When using a warehouse template with the Picking Type field value set to Single Pick, the system behaves consistently with mix pick process. It allows consolidating items into a single destination license plate, automatically or manually assigning the license plate in the Place line based on pick quantity and license plate selection in the Take line. Existing license plate values are cleared if the source license plate is changed.
  All other validations and behaviors work similarly those used in mix pick processes. To know more, see Setting up warehouse templates.

• The warehouse pick process has been enhanced to display only lines with an Outstanding Quantity field value greater than 0. This ensures that warehouse employees are presented with only the relevant items that still require picking, streamlining the workflow and minimizing unnecessary actions during order processing.
• You can register an underpick even when the Quantity to Handle field value is 0 on the Warehouse Pick page, provided the underdelivery tolerance is within the allowed limit.

• The system allows you to hide or display the Complete button on scanner modules that use direct registering or direct posting by turning on or turning off the Hide Complete Button toggle on the Company Settings (WMS) page.

  • If the Hide Complete Button toggle is turned on, the Complete button related to direct posting is hidden for all modules that have a value in the Posting Handler field.
  • If the Hide Complete Button toggle is turned off, the Complete button is displayed.
  • The Complete button remains enabled for modules that do not use a posting handler, regardless of the toggle state.
  • For the Direct Put-Away module, the Complete button is always displayed.

• The Confirm Underdeliver toggle allows you to control whether a confirmation message is displayed when performing underreceiving or underpick during warehouse receiving or picking operations on the scanner. This functionality works only for the Warehouse Receipt and Warehouse Pick modules.

  • When the Confirm Underdeliver toggle is turned on, the system displays a confirmation message if you turn on the Underdelivery toggle on the scanner.
    • Upon confirmation, the system allows to underdeliver for the corresponding warehouse activity lines and completes the pick, if all lines have zero outstanding quantity.
    • If declined, the Underdelivery toggle on the scanner is turned off.
  • When the Confirm UnderPick toggle is turned off, the system automatically processes underdelivery without displaying a confirmation message, provided all outstanding quantities are set to zero.

  This feature improves flexibility and user control during partial picking scenarios.

• You can configure the Underpick toggle on the Pick module of the Aptean WMS scanner to specify whether the activity involves the over or underpick. For more information, see Integration with Aptean Production Over Pick.
• You can configure the Underdelivery toggle on the Receipt module of the Aptean WMS scanner to specify whether the activity involves over or underdelivery. For more information, see Integration with Aptean Over Under Delivery.

With this release of the Aptean Warehouse Management System extension, the following improvements have been made to the user interface on the Ad Hoc Movement screen of the WMS scanner to enhance clarity and usability.

• The system displays the Input or Print button on the Ad Hoc Movement screen based on the value (Input or Print) selected in the ID field on the Request Forms FastTab of the Module Settings page.
• The system always displays the Item information button on the Ad Hoc Movement screen but is unable to select when item inventory information is not available.