Changelog

• You can create lot attribute hierarchy templates, define parent-child relation levels, and specify allowed lot attribute values per level. This ensures consistent, hierarchy-driven lot attribute value selection across documents. For more information, see Set up lot attribute hierarchy templates.

• You can apply these lot attribute hierarchy templates to item or item category lots. For more information, see Apply hierarchy templates to item or item category lots.

• When assigning lots in purchase documents and output lines of production orders, the system automatically inherits lot attributes defined in the hierarchy template associated with the item on the Lot Attribute Values page. For more information, see To incoming purchase documents and Output lines of the production order.

• When filtering lots in sales documents, component line of production orders, and transfer orders, the system automatically filters lot attributes as defined in the hierarchy template associated with the item on the Lot Attribute Filter Requirements page. For more information, see To outgoing sales documents, Component lines of the production order, and Assign lot attributes to transfer orders.

With the features added in this release of the Aptean Advanced Comments extension, you can access and manage standard comments directly from the Customer Card and Vendor Cards pages, print standard comments on quality certificates. For more information, see Set up standard comments.

• The Item Tracking Lines page associated with the warehouse receipt prevents entering the Quantity (Base) field value greater than the actual quantity, ensuring accurate inventory control.
  If the base quantity exceeds the actual quantity, the system displays a confirmation message: The corrections cannot be saved as excess quantity has been defined. Close the form anyway? Selecting Yes closes the Item Tracking Lines page without saving the excess quantity, and reopening the page restores the original quantity. This enhancement works similarly when the item uses the variable strength and the unit of measure is configured with the Allow Qty. Recalc. (Vol*Str) checkbox selected for the purchase order.

• The extension has been updated to support test scenarios and ensure compatibility with the previous release.

• Freeze and unfreeze the lines displaying the prices and discount values on both the Purchase Order and Sales Order pages. For more information, see Freeze and unfreeze purchase price and discount and Freeze and unfreeze sales price and discount.

• Configure whether manual changes to prices or discounts automatically freeze pricing results. For more information, see Set up advanced pricing.

• You can edit and manage the Line Discount Amount field value on the Sales Order page, allowing automatic synchronization of discount values across related pages for improved pricing accuracy.

• You can specify approved manufacturers directly on purchase documents, ensuring control over procurement compliance and traceability from vendor to manufacturer. This feature allows you to define, review, and validate manufacturer associations on purchase document headers and lines, providing a seamless way to ensure all sourced items comply with approved manufacturer standards. For more information, see Manage purchase for approved manufacturer.

• You can change the manufacturer on a warehouse receipt to a value different from the one assigned on the related purchase order. This functionality also applies to manufacturers that are not approved as suppliers. It allows receivers to process receipts for such materials while maintaining compliance through dedicated workflows, such as placing goods on hold instead of receiving them into inventory. All overrides are clearly identified and auditable for compliance review. For more information, see Warehouse receipt.

• Checks whether the Location Code field value is filled on the Sales Order page before opening the Order Entry page. If the Location Code field value is missing, the system displays an error message.

• Displays free-of-charge items on the Order Entry page when reviewing and confirming orders. This enhancement allows you to view and adjust the complete order, including promotion items, directly from the Order Entry page without navigating back to the sales order, ensuring accurate order confirmation and updates.

• The system allows you to use the Create Pick According to Excise Type of Destination toggle on the Location Card page to create warehouse picks based on the excise type of the destination rather than the excise type inherited from the warehouse location setup. This feature ensures that pick creation aligns with excise regulations when handling bonded and tax paid goods in mixed-excise location.
• The system uses the Create Pick According to Excise Type of Destination toggle to define whether the Create Pick action on the Warehouse Shipment page uses the excise type from the destination on the source document instead of the excise type inherited from the tax setup on the warehouse location.
• The excise in the warehouse shipment lines only changes when the warehouse templates, for the customer and destination picking group, have multiple excise types and when enough inventory is available.
• When changing the excise type on one line for an item destination combination, all lines with this combination in the warehouse shipment is changed.

This toggle is visible and turned on only when the following excise types is set to Bonded on the Location Card page:

• Sales Excise Type
• Purchase Excise Type

• The system does not allow you to select the License Plate No. or Lot No. field value that contains blocked lots on the Warehouse Pick page. For more information see, Integration with Aptean Inspection Status.

• Configure the Sales Call Plan Setup page to define and manage recurring order templates called standing orders using centralized configuration settings. For more information, see Create standing orders.

• Access and view standing orders from the Customer Card and Ship-to Address Card pages, with automatic filtering based on context. For more information, see Sales call plan worksheet.

• Enter and validate standing order lines with day-of-week quantity specifications, ensuring no duplicate lines exist for the same item, variant, and unit of measure combination. For more information, see Create standing orders.

• Manage standing order detail entries that store quantity data by day of the week for conversion to sales orders and demand analysis. For more information, see Manage standing order detail entries.

• Create and manage standing order templates to set up recurring customer orders with predefined items, quantities, and delivery schedules using the Standing Order Card page with quantity entry. For more information, see Create standing orders.

• Manage standing order lifecycle with status tracking (Draft, Active, Inactive) and view the most recent conversion date to monitor standing order usage. For more information, see Manage standing order detail entries.

• Track standing orders throughout the sales process using the Standing Order No. field, in sales orders, posted sales shipments, and posted sales invoices. For more information, see Sales call plan setup.

• View additional information, such as customer, ship-to, and conversion details on the FactBox of the Standing Order card page. For more information, see View additional details on the FactBox.

• Copy standing orders to create new templates or update existing ones from other standing orders by executing the Copy Standing Order action. For more information, see Copy standing orders.

• Convert standing orders to sales orders automatically through scheduled reports that create sales documents based on configured date ranges and conversion methods. For more information, see Schedule automatic conversion via job queue.

• Review standing order conversion errors with detailed error logging including item details, quantities, and Business Central error messages. For more information, see Review of conversion errors.

• Manage and analyze standing order conversion errors with bulk status updates, filtering, sorting, and navigation to related standing orders for corrections. For more information, see Review of conversion errors.

• View and manage standing order information directly in the sales call plan worksheet, including standing order numbers, conversion status, and error counts. The worksheet automatically matches standing orders based on customer, ship-to code, and worksheet date, allowing you to convert standing orders to sales orders directly from the worksheet. For more information, see Create a new sales order.

• Configure a dedicated number series for sales orders created from standing order conversions using the Converted Sales Order Nos. field on the Sales Call Plan Setup page. When this field is blank, the system uses the default number series defined on the Sales & Receivables Setup page. For more information, see Set up call plan for sales.

• You can calculate costs based on weight quantities for purchase orders and invoices. The update includes variance posting, direct invoice posting, and updates to related ledger and application entries based on weight-based costs. For more information, see Post purchase order

• You can calculate the cost amount based on weight quantities for catch weight items in the Item Journal (inbound). The update implements cost calculation by weight during inbound transactions to ensure consistent handling of catch weight items. For more information, see Output journal line for catch weight item

• You can apply costing by weight calculations in production orders, including indirect costs and overhead rates from work center setup. For more information, see Production order components line for catch weight item.

• You can calculate the cost amount based on weight quantities for sales returns. The update applies costing by weight for sales return receipts and sales return credit memos. For more information, see Post sales order.

• You can calculate the cost amount based on weight quantities for sales orders. The update implements costing by weight for outbound transactions during shipment and invoicing and includes validation of applied weight item entries linked to item weight ledger entries. For more information, see Post sales order for ship and invoice.

• You can calculate the cost amount based on weight quantities for catch weight items in the item journal (outbound). The update implements cost calculation by weight during outbound transactions to ensure consistent processing of catch weight items. For more information, see Output journal line for catch weight item.

• You can calculate the cost amount based on weight quantities for purchase returns. Costing by weight is implemented for purchase return order shipments and purchase return credit memos. For more information, see Post purchase return order.

• You can calculate the cost amount based on weight quantities in production orders. Costing by weight is implemented for both consumption and output to ensure weight-based cost handling during production transactions. For more information, see Production Order Components Line for Catch Weight Item.

• The Adjust Cost – Item Entries report can be run after finishing a production order to apply costing by weight. It supports catch weight items in combination with indirect cost % and overhead rate, ensuring accurate cost adjustments for finished production orders when running reports. For more information, see To run cost adjustment report and Production Order Components Line for Catch Weight Item.

• You can manage weight based standard costing using the Standard Cost Worksheet page with dedicated weight cost fields and revalue inventory using weight-based calculations through the Item Revaluation Journal page. For more information, see Manage standards costs by weight.

• The reclassification item journal can be used to change the expiration date of an existing lot number. It supports costing by weight when transferring inventory to another location, lot, or license plate in item reclassification journals.

• Correct weight discrepancies using the Catch Weight Correction Worksheet page. For more information, see Create corrective catch weight worksheet.

• Calculate transfer costs based on actual weight quantities for shipments, receipts, and direct transfers. For more information, see Transfer Order.

• When you post an invoice from the Purchase Order page, the system calculates the invoice amount based on the actual weight received and determines any prepayment difference resulting from weight variance. If a remaining prepayment balance exists, a posted purchase credit memo (prepayment) is created to reflect the difference between the prepayment and the actual invoiced amount. For more information, see Post purchase order.
  • The system prevents deletion of a purchase order when a pending prepayment deduction exists.
  • The system prevents posting of a purchase invoice for a catch weight item with prepayment when an over-delivery occurs.

• When you post an invoice from the Sales Order page, the system calculates the invoice amount based on the actual weight shipped and determines any prepayment difference resulting from weight variance. If a remaining prepayment balance exists, a posted sales credit memo (prepayment) is created to reflect the difference between the prepayment and the actual invoiced amount. For more information, see Post sales order.
  • The system prevents deletion of a sales order when a pending prepayment deduction exists.
  • The system prevents posting of a sales invoice for a catch weight item with prepayment when an over-delivery occurs.

• The system correctly identifies and processes inbound IE801 messages regardless of whether they relate to a purchase receipt or a sales return, when a customer is also registered as a vendor (sharing the same tax registration number). The system evaluates the customer and vendor data in the following order:

  • Order address
  • Vendor
  • Ship-to address
  • Customer

  With this update, the system prioritizes vendor data before customer data when determining the document type for an IE801 message. As a result, IE801 messages received for goods receipts correctly create a purchase order, ensuring accurate processing of purchase-related inbound messages.

• The fields on the Customs Document Management FastTab associated with the Customer Card, Ship-to Address, Vendor Card, and Order Address pages have been standardized to ensure consistency and accurate data entry for EMCS reporting.

• You can define customs document sub-lines as part of customs document lines. This functionality is useful when a single customs document line corresponds to multiple individual items. You can create and manage sub-lines for existing customs document lines on the Customs Document Sub Lines page. Each sub-line maintains its own application to tax ledger entries.
  • You can use the Split Lines action on the Customs Document page to open the Customs Document Sub Lines page. The system automatically populates relevant field values in the sub-lines based on the associated customs document line.
  • Enter the remaining field values as required, such as Item No., Description, EMCS Unit, Applied Customs Quantity, and Applied Quantity (Base).
  • When you execute the Apply Entries action on the Customs Document Sub Lines page, the system displays the related tax ledger entries and the applied amounts for the selected sub-line. Additionally, the system handles applied quantities for customs and base units separately, ensuring accurate tracking across both the main line and its sub-lines.
  • When customs document sub-lines exist, the Customs Document Lines page displays the related tax ledger entries, along with the applied amounts and quantities from the corresponding sub-lines.

• You can execute the Apply Entries action if no sub-line exists for the selected customs document line. If a subline exists, the system displays an error message.

• You can only execute the Split Lines action if no tax application entries exist for the selected line. If tax applications exist, the system displays an error message.

• The customs document lines functionality has been updated to automatically assign Line No. field value when adding lines manually. This update prevents duplicate line number errors and ensures the correct ordering of customs document lines.

• The system displays all item lines along with their harvest order line type on the Item by Global Lot Attribute and Item Category Filter page in the following scenarios:
  • When creating a purchase order, blanket purchase order, purchase contract, or day forecast from the Harvest Order page.
  • When creating a purchase order or day forecast from the Week Forecast page.
  • When creating a purchase order, blanket purchase order, or purchase contract from the Harvest Planning page.
  • When creating a purchase order from the Forecast Approval Worksheet page.
  This improves visibility and prevents the system from displaying the page multiple times when multiple harvest order lines are selected. This enhancement addresses the issue reported in bug ID #323924.

• The system displays harvest lines and forecast lines with the Type field value set to Item Category and Global Attributes on the Harvest Lines and Forecast Lines pages, respectively, based on the expected receipt date specified on the purchase order.

With this release of the Aptean Beverage Contract Management extension, Drink-IT Edition, the system supports test scenarios to ensure compatibility with the previous release.

With the feature added in this release of the Aptean Compliance Documents extension, you can select the item compliance documents for display as work instructions in the Aptean Shop Floor Production extension by selecting the Show in Shop Floor checkbox on the Item Compliance Documents page. This provides a streamlined method for relevant compliance documents, such as Material Management Reports (MMRs) or Safety Data Sheets (SDS) to be available to operators on the shop floor. For more information, see Integration with Aptean Shop Floor Production.

• The system automatically recalculate ingredient quantities based on the potency of assigned lots to ensure batches achieve target potency specifications. For more information, see Recalculate ingredient quantities.

• You can define product formulas with active ingredient requirements and establish relationships between active and dependent ingredients to maintain intended weight/volume ratios. For more information, see Set up active ingredient formulas and Define active-dependent ingredient relationships.

• You can mark items as potency-controlled with defined acceptable potency ranges and record actual potency percentages for each lot upon receipt. For more information, see Set up items as potency-controlled and Set up active potency.

• Integrate quality checks to validate ingredient potency upon receipt and finished product potency upon production completion with item attribute validation. For more information, see Set up potency quality control.

• Track active quantity on hand based on potency levels, enabling production planners to filter available lots and make informed decisions for sensitive formulas. For more information, see Set up active potency.

• The system calculates deviations resulting from potency-based changes rather than treating them as initial deviations, ensuring more accurate tracking of ingredient adjustments. For more information, see Calculate deviation.

• You can easily obtain official Business Central invoices for previous orders directly from the Order History page. This allows you to receive a PDF copy of your invoice via email without needing to contact customer service. To know more, see View order history.

• The system checks whether an order already exists for the same ship-to address and delivery date when creating a new order. If such an order exists, a confirmation message appears to help you avoid creating duplicate orders. To know more, see Place a new order.

• The system displays clear indicators and messages for catch weight items throughout your shopping experience, from browsing products to completing checkout.

• The e-commerce portal supports installation as a Progressive Web App (PWA) on mobile and tablet devices. You can add the portal to the home screen, launch it in full-screen mode, and access all key features, such as product search, cart, checkout, account details, and order history, through a seamless mobile experience.

• The system updates the Number text element in the Reference section for sales and transfer orders when you execute the Send Pick action on the related Warehouse Shipment page while processing the INSDES D01B Warehouse Shipment Outbound message.

  • When the warehouse shipment is created from a sales order, the Number text element is updated with the value from the VAT Registration No. field value on the sales order header.
  • When the warehouse shipment is created from a transfer order, the Number text element is updated with the value from the VAT Registration No. field value on the Company Information page.

• You can define the alcohol content for beverage items on the EDI DrinkIT Measurements page and send the related information from the Measurements section while processing the DESADV D01B L4 Sales Shipment Outbound and DESADV D01B L4 Transfer Shipment Outbound messages. To know more, see Manage EDI Drink-IT measurements.

• When the Aptean Beverage Customs Document Management extension, Drink-IT Edition, is installed, the system updates the ARC No. field value on the header and lines of the Customs Document page from the Value text element in the Reference section when the Type text element is set to Quota number while processing the DESADV D01B L4 Warehouse Shipment Inbound message.

• The system sends the address information like name, address, city, zip code and country in the INSDES D01b Warehouse Shipment Outbound message created through sales order, transfer order, and purchase return order when the related GLN and shipping agent field values are available for the PartnerQualifier text element type in the Partner section as follows:

  Document type	PartnerQualifier type	Mapped field value for address details
  Sales order	Buyer	The GLN field value for the related sell-to customer.
  	Supplier	The GLN field value on the Company Information page.
  	Delivery Party	The GLN field value for the related ship-to code > The GLN field value for the related sell-to customer.
  	Ultimate Consignee	The GLN field value for the related ultimate consignee. This is applicable only when the Aptean Ultimate Consignee extension is installed.
  	Warehouse Keeper	The GLN field value for the related location.
  	Carrier	When the Aptean Beverage Customs Document Management extension, Drink-IT Edition, is installed, the translation value of the related shipping agent field on the EDI Translations page, only if the INCLUDE_CARRIER port option is set to Yes. Else, the Vendor No. field value on the related Shipping Agents page when the Aptean Transport extension is installed.
  Transfer order	Delivery Party	The GLN field value for the related transfer-to code.
  	Warehouse Keeper	The GLN field value for the related transfer-from code.
  	Carrier	When the Aptean Beverage Customs Document Management extension, Drink-IT Edition, is installed, the translation value of the related shipping agent on the EDI Translations page, only if the INCLUDE_CARRIER port option is set to Yes. Else, the Vendor No. field value on the related Shipping Agents page when the Aptean Transport extension is installed.
  Purchase order	Buyer	The GLN field value on the Company Information page.
  	Seller	The GLN field value for the related buy-from vendor.
  	Delivery Party	The GLN field value for the related ship-to code > The GLN field value for the related buy-from customer.
  	Warehouse Keeper	The GLN field value for the related location.

• The system updates the Posting Date and Due Date field values on the Purchase Invoice page while processing the Aptean EDI 210 message as follows:

  Field	Mapping hierarchy
  Posting Date	The InvoiceDate field value in the inbound file > Work date in the system.
  Due Date	The NetDueDate field value in the inbound file > Sum of the Posting Date and Payment Terms Code field values on the related Purchase Invoice page > The Posting Date field value on the related Purchase Invoice page.

• You can configure the Process Shipment Outbound Dispatch Advice Changes and Process Receipt Outbound Dispatch Advice field values on the EDI Setup page to automatically send the 940 and 943 messages respectively. To know more, see EDI Setup.

  You can release the warehouse receipt only when the Aptean Mobile Warehouse Registration extension is installed.

• You can share and process your files in the Azure File Share storage location by selecting the Azure File Share option in the Type field on the EDI Setup page and also in the Connection Type field on the respective EDI Port Card page.

• The DESADV D96A L1 Sales Shipment Outbound and DESADV D96A L1 Transfer Shipment Outbound ports send outbound DESADV messages without the packaging segment. The Sales Shipment Outbound port is defined in the Shipment Port Code field on the Customer Card page associated with the Posted Sales Shipment page, while the Transfer Shipment Outbound port is defined in the Shipment EDI Port Code field on the Location Card page associated with the Posted Transfer Shipment page.

• The system updates the SCACCode and Routing text elements in the following hierarchy when processing the Aptean EDI 940 messages associated with the warehouse shipment and sales order.

  When the Shipping Agent Code field has a value, the system updates as follows:

  SCACCode

  1. The SCAC field value on the Shipping Agents page.
  2. The translation value for the related shipping agent on the EDI Translations page.
  3. The Shipping Agent Code field value on the Warehouse Shipment page.

  Routing

  1. The translation value for the related shipping agent on the EDI Translations page.
  2. The Shipping Agent Code field value on the Warehouse Shipment page.

  When the Shipping Agent Code field value is blank, the system updates the text elements with the Agent and Agent Service field values from the associated Sales Order page.

  This logic also applies to purchase orders when processing the Aptean EDI 943 messages.

  The Agent and Agent Service fields are available on the Purchase Order page only when the Aptean Essentials extension is installed.

• The system updates the TotalTaxAmount text element in the Totals segment by summing the values in the TotalTaxAmount text elements in the TaxLine segments related to each tax line while processing the INVOIC D01B Sales Credit Memo Outbound and INVOIC D01B Sales Invoice Outbound messages.

• The system updates the EDIUnitofMeasure text element when processing the Aptean EDI 850, Aptean EDI 860, and Aptean EDI 812 messages. The update follows this hierarchy:

  1. The unit of measure value in the inbound file
     1. The EDI translation value for the item unit of measure.
     2. The EDI translation value for the unit of measure.
  2. The Sales Unit of Measure field value on the Item Card page.
  3. The Base Unit of Measure field value on the Item Card page.

• The system updates the Lot No. field value on the Item Tracking Lines and EDI Packages pages with the lot number value from the SPS Commerce 945 Sales Order message. Additionally, the system updates the SerialLotNumber and LotExpirationDate text elements with the same lot number and corresponding expiration date while processing the SPS Commerce 856 Consolidated message.

• The system updates the Expiration Date field value on the Item Tracking Lines page based on the date values from the inbound file in the following order of priority while processing the RECADV D01B Warehouse Receipt Inbound message.

  1. Best before date
  2. Expiry date
  3. Sell by date

• The system calculates the NumberOfPallets text element while processing the Aptean EDI 856 and 856 Consolidated messages as follows:

  • In the 856 message, the NumberOfPallets text element is calculated as the number of shipment lines for items with the Exclude from outbound EDI toggle turned off on the related Item Card page.

  • In the 856 Consolidated message, the NumberOfPallets text element is calculated as the total number of EDI packages for all items on the Posted Sales Shipment page, regardless of the Exclude from outbound EDI toggle configuration.

• You can send an INSDES D01B Warehouse Receipt Outbound message from a warehouse receipt created from a purchase order, sales return order, or transfer order.

• The PartnerQualifier text element value has been changed to Supplier instead of Seller while processing the INSDES D01B Warehouse Shipment Outbound message.

• The system updates the Expiration Date field value with the system expiration date while processing the INVRPT D01B ItemJrnlImp message. If the system expiration date is empty, the field is updated with the Best Before Date value from the inbound file. If both values are empty, the field remains blank. This enhancement addresses the issue reported in bug ID #329681.

• The Dimension field value has been modified from Catch weight quantity to Net Weight in the RECADV D01B L4 WhseRcptImpBCW message. This enhancement addresses the issue reported in bug ID #330496.

• The mapping for the VendorStyleNumber and CustomerSKUCode text elements have been changed. The VendorStyleNumber text element maps to the Reference No. field on the Item Reference Entries page instead of the item number on the Purchase Order page, and the CustomerSKUCode text element maps to the item number on the Purchase Order page instead of the Reference No. field.

• The system generates a message structure that does not include the mandatory tags while processing the INVRPT D01B ItemJrnlImp message.
• The system incorrectly assigns the location code when creating the inventory report journal for packaging items instead of the packaging location.
• The system incorrectly considers the GoodsIdentityNumber segment as mandatory, which causes a mismatch with the XSD definition.
• The system incorrectly considers the SSCC segment as mandatory while processing the INVRPT D01B ItemJrnlImp message.

With this release of the Aptean Tax Process Handling extension, dependency with the additional company VAT registration number has been removed from all triggers, including the validation of ship-to, sell-to, and bill-to codes, executing the Load BPT Automatic action, manual BPT validation, and document posting or release actions. The VAT Registration No. field value is inherited directly from the selected Ship-to Address field value on the Sales Orders page. For more information, see Update VAT Registration Number.

• You can update the strength field values on the Drink-IT Foundation FastTab of the Item Card page even when item ledger entries exist. This applies to items that use an item tracking code and have strength fields, such as, Strength ABV, Strength DPL, and Strength 3 field values set to Variable Strength.

• You can use the Sync Tariff UOM to Item toggle on the Drink-IT Foundation Setup page to control whether tariff code–based conversion factors should automatically update item unit of measures.
  • When the Sync Tariff UOM to Item toggle is turned off, the system preserves the item-specific unit of measure and conversion factors defined on the Drink-IT Foundation Setup page, ensuring that packaging-specific configurations remain accurate.
  • When the Sync Tariff UOM to Item toggle is turned on, the system synchronizes the conversion factor from the Tariff Numbers page, ensuring consistency for items that use the same tariff code.

• View inspection hold quantities on item availability pages and prevent reservation or allocation of held stock.
• View inspection hold quantities on inventory reports with updated availability calculations. For more information see Inspection hold.

• Create and manage comprehensive inspection tags linked to lot information to streamline quality management workflows. For more information, see Manage inspection tags.

• Define disposition codes with customizable comment requirements to categorize and handle various inspection scenarios. For more information, see Set up disposition code.

• Configure reason codes for tracking inspection status changes with enhanced traceability and audit capabilities. For more information, see Set up inspection status reason codes.

• Attach documents directly to inspection tag records for enhanced information management and easy access to supporting documentation. For more information, see Manage inspection tags.

• Configure inspection status codes with priority levels for enhanced quality management workflows. For more information, see Inspection Status List.

• Update existing inspection logic to support enhanced inspection tag functionality. For more information, see Manage inspection tags.

• Enforce workflow control and enable eSignature capabilities when the Aptean Status Management extension is installed. For more information, see Integrations.

• Track quality control checks associated with inspection tags. For more information, see Integration with Quality Control.

• Run automated reports to change inspection status for lots requiring follow-up or expired lots. For more information, see Change the inspection status of lots that need follow-up.

• Use the inspection status code worksheet to perform batch updates on inspection tags. For more information, see Change Inspection Status Code.

• Link quality control inspections with inspection tags for comprehensive quality management. For more information, see Integration with Aptean Quality Control (BC).

• Configure follow-up dates for inspection tags. For more information, see Set up default inspection.

• Set up notification alerts for inspection status changes. For more information, see Set up default inspection.

• View inspection tag metrics through enhanced factbox cues. For more information, see Manage inspection tags.

• Manage inspection status codes through inspection tags for improved accuracy and streamlined processes. For more information, see Inspection Status Code on Lot No. Information Card.

• Upgrade existing setups automatically to the new inspection tags system. For more information, see Manage inspection tags.

• Items with an expiration date matching the current work date cannot have their inspection Status field value set to Expired or Blocked when executing the Change Inspection Status for (Sales) Expired Lots action on the Lot No. Information Card page.

• The Change Inspection Status Code action has been removed from the Inspection Status Change Worksheet page.

• Additional validations have been introduced for positive adjustments in item journal lines on the Inventory Worksheet page. For more information, see Inventory worksheet.

• You can update the item tracking code on the Item Card page when the Require Expiration Date Entry and Strict Expiration Posting fields have different values, even if open item ledger entries exist.

• The system automatically updates the Unit Cost field value when the Unit of Measure Code field value is updated on the Inventory Worksheet page. This enhancement ensures that positive inventory entries are posted with accurate cost values based on the Qty. per Unit of Measure field value.

• The system restricts changes to the item tracking code on the Item Card page for additional document types. This ensures comprehensive validation and consistent handling of item tracking codes across a broader range of document types, aligning the behavior with existing functionality. For more information, see Item tracking code.

• The system automatically updates all item UoM records that belong to the same UoM weight group code when the Quantity Expressed in the UoM field value or the Quantity Expressed in PCS field value is updated for an item UoM record., the related item UoM records within the same group are also updated. For more information, see Item units of measure.

• The Quantity Expressed in the UOM and Quantity Expressed in Base UOM fields on the Item Unit of Measure page cannot be modified if the Update Item UOM with Item Change toggle on the Standard Measurements Setup page is turned on to ensure data remains consistent with the corresponding item details. For more information, see Set up standard measurements.

• Capture and track country of origin information during warehouse receipt processes.

• Configure the skip function settings for warehouse pick and inventory movement processes on the Mobile Setup page. For more information, see Mobile setup.

• You can add the Traceability Source Reference field on the Details screen during warehouse receiving operations. For more information, see Receive.

• You can update traceability source reference in lot origin on the Details screen when the warehouse receipt is posted. For more information, see Receive.

• You can scan GS1-compliant barcodes containing Global Location Number (GLN) to automatically populate the traceability source reference field. For more information, see Scan GS1-compliant barcodes.

• The system displays list of options of valid country of origin values on the receipt Details screen. The options are populated based on the document allowed countries of origin of the related purchase line. For more information, see Update default country of origin.

• The system updates the country of origin during warehouse receipt processing. This ensures accurate traceability and tracking for lot-tracked items. For more information, see React.

• Create and link claims directly from non-conformance records for improved traceability and streamlined issue resolution. For more information, see Customer Non-Conformance.

• Create a sales credit memo, sales order, or sales claim directly from the Customer Non-Conformance page. For more information, see Customer Non-Conformance.
• Create a purchase credit memo, purchase return order, or purchase claim directly from the Vendor Non-Conformance page. For more information, see Vendor Non-Conformances.
• Track the severity and comments on the Customer Non-Conformance and Vendor Non-Conformance pages for better traceability, reporting, and management of non-conformance issues.
• Track the purchase date on the Vendor Non-Conformance page.

With this release of the Aptean POD Integration Connector, the targetSchema parameter has been added to subscription adjustments to specify the schema version (schema-only-pod-delivery-result-v1) that the target system uses for delivery result events.

• You can configure the Batch Sizing Method field on the Process Manufacturing Setup page to define how batch sizes are determined on production BOMs. For more information, see Set up process manufacturing.

• The system updates the Batch Size Calculation field options on the Production BOM page based on the Batch Sizing Method field option selected on the Process Manufacturing Setup page. For more information, see Set up production BOM with batch size.

• You can view the calculated value of the total quantity of batch-managed components entered versus the defined batch size on the Component Batch Calculator FactBox of the Production BOM page, allowing for quick verification and improved accuracy in formula entry. For more information, see Component batch calculator.

• You can edit the Quantity Per field in the component lines on the Production BOM page when the Batch Size Calculation field value is set to Batch Size Entry. This feature gives you greater flexibility and precision when managing batch formulas, ensuring that manual adjustments stay synchronized with the automatic batch calculations of the system. For more information, see Set up production BOM with batch size.

• The system automatically selects the Batch Size checkbox on all component lines when the batch size entry method is utilized in the production BOM. For more information, see Set up production BOM with batch size.

• The system automatically recalculates component line quantities based on the updated batch size values in the production BOM. For more information, see Set up production BOM with batch size.

• You can execute the Roll Up Batch Size action to automatically update the batch size field values on the Batch Size FastTab of the production BOM based on the sum of all batch-controlled component line inputs. For more information, see Set up production BOM with batch size.

With this release of the Aptean Process Manufacturing extension, the OnBeforeOpenProdSplitWorksheetPage integration event has been added to the ProductionSplitFunctions16FDW codeunit to enable subscription each time the Production Split Worksheet action is executed on the Released Production Order page.

• The Product Specification report has been enhanced to include additional information for improved clarity and completeness. For more information, see Product specifications.

• The fat percentage limit validation has been enhanced to be optional based on industry requirements. The system performs validation only when limit values are configured on the Product Specification Setup page. For more information, see Set up product specification templates.

• You can include or exclude attributes from all sub-levels when running the calculate report for a product specification using the Exclude Attributes from Sub-level toggle on the General FastTab of the Product Specification End Product and Product Specification Semi Product pages. For more information, see Product specification semi product and Product specification end product..

• You can configure the system to use either the actual calendar date or the Business Central work date to populate the creation date on quality control checks and the completion date on posted quality control checks. This helps the quality control data to align with the operational dates defined in your organization. For more information, see Set up quality control.

• You can configure the system to use either the work center location or the production order line location when creating production orders from quality control triggers. This improves inventory management and provides greater flexibility in handling the routing process. For more information, see Set up quality control.

• You can set up quality control triggers for all locations, instead of a specific location by configuring the Location Type field on the Quality Control Triggers page. For more information, see Set up quality control triggers.

  By default, the Location Type field value is set to Location to avoid disrupting existing quality control triggers set up for a specific location.

• You can configure the system to automatically create a follow-up quality control check when a quality control check fails by configuring the Failure QC Plan and Failure QC Team fields on the associated Quality Control Plan page. For more information, see Set up quality control plans. The system automatically inherits the required information in the newly created quality control check. For more information, see Manage the automatic creation of quality control checks.

• You can view additional information about quality control plans on the Details tab of the FactBox on the Quality Control Plans list and Quality Control Plan card pages. Additionally, on the Attachments tab of the FactBox, you can add links and notes to the quality control plan. This enhances visibility and decision making. For more information, see View additional information on the FactBox.

• The system displays global lot attribute values on the Quality Control Checks and Posted Quality Control Checks pages when the related purchase, sales, production, or transfer order lines are associated with one lot. This helps with filtering and sorting quality control checks based on global lot attributes.

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

• The system creates quality control checks while posting partial outputs via production or output journals when the Per Lot checkbox is selected on the Quality Control Trigger page. This ensures that quality control measures are applied for partial output postings.

• The FactBoxes on the Quality Control Checks and Posted Quality Control Checks list pages have been updated to display details on their respective card pages. This ensures quality control information is presented uniformly across the list and card pages.

• You can assign values in the Category Values field on the Quality Control Questions page for lines with the Question Type field value set to Lot Attribute and when the lot attribute selected in the Lot Attribute Name field is of option, integer, decimal, or lookup type. This enhancement addresses the issue reported in bug ID #326517 and #302001.

• The Quality Control RW role has been renamed to Quality Control on the Available Roles page. This enhancement addresses the issue reported in bug ID #295851.

• The Default Inspection Status page has been enhanced to support both follow-up schedules and individual follow-up periods, with mutual exclusivity to prevent configuration conflicts. The system now incorporates base calendar codes when calculating follow-up dates to ensure inspection tags are scheduled only on working days.

• You can create dynamic workflows in quality action plans on the Quality Control Action Plan page. Each action plan line can be conditionally displayed based on responses to previous questions during a quality check. This ensures that you see only relevant follow-up actions. To know more, see Quality control action plan.

• The system supports a higher character limit, allowing you to enter complete instructions by executing the Extended Instructions action on the Quality Control Action Plan page. This ensures that all action plan instructions can be fully captured and displayed. To know more, see Add extended instructions.

• The following integration events have been added to the following codeunits to support customizations and flexibility for extending the quality management functionality.

  • QCABCAction92FDW

    • OnGetQualityActionCustomColumns
    • OnGetQualityActionCustomDetailInformation
    • OnGetPostedQualityActionCustomColumns
    • OnGetPostedQualityActionCustomDetailInformation
    • OnBeforePostQualityAction
    • OnAfterPostQualityAction

  • QCABCQualityCheck92FDW

    • OnGetQualityCheckCustomColumns
    • OnGetQualityCheckCustomDetailInformation
    • OnGetPostedQualityCheckCustomColumns
    • OnGetPostedQualityCheckCustomDetailInformation
    • OnBeforePostQualityCheck
    • OnAfterPostQualityCheck

With this release of the Aptean Routing and Scheduling extension, the targetSchema parameter has been added to subscription adjustments to specify the schema version (schema-only-ras-scheduleimport-v1) that the target system uses for schedule import events.

• You can assign custom aliases to tables included in a report, and these are displayed in the report structure view, alongside the table names.

• You can define parent-child relationships between tables when building report structures. Additionally, the system validates defined relationships to ensure data consistency and logical correctness.

• You can select multiple tables when defining a report structure. This feature provides greater flexibility in report creation by enabling you to combine data from related sources into a single comprehensive report.

• You can create custom formulas for calculated fields within your reports. This feature allows you to perform advanced calculations beyond standard functions, enabling tailored data analysis and in your reports.

• You can define calculated fields using standard aggregation functions. This feature simplifies data analysis by automatically computing totals and averages within reports, allowing you to derive insights without manual calculations.

• You can configure field properties such as captions and formats to make reports more readable and user-friendly. This feature allows you to rename fields with meaningful captions and apply appropriate formats.

• You can select specific fields from tables to include in your reports, ensuring that only relevant data is displayed. This feature allows you to choose multiple fields, customize your report content, and focus on key business insights.

• The system automatically validates selected fields to ensure compatibility with report requirements. This feature helps prevent configuration errors by identifying incompatible data types and confirming valid selections before report generation.

• You can define sorting fields for your report data, allowing you to organize information in a clear and meaningful order. This feature lets you choose one or more fields and specify ascending or descending order to control how data appears in the final report.

• You can define static filters for each data item in your report, ensuring that only relevant data is displayed based on predefined criteria. This feature allows you to set and save filters, which the system applies automatically whenever the report is generated. If an invalid filter is used, the system provides a clear error message to guide you in correcting it.

• You can specify request filter fields at runtime, allowing you to dynamically adjust the data displayed in your report. This feature enables you to select filter fields, define filter criteria, and modify them before generating the report, ensuring that the output is tailored to your immediate needs. If no data matches the selected filters, the system displays a error message to indicate this.

• You can deploy and manage Business Central report projects via a Web API, streamlining app packaging and deployment. The system generates all necessary files including app.json, launch.json, and report files and organizes them into a structured project folder, which can then be zipped and sent through the Web API.

• You can set up report data design through the Report Data Designer Setup page to define parameters required for accessing the Web API and other report data design functionality. For more information, see Set up report data designer.

• The system automatically retrieves and displays compliance PDF documents on the Work Instruction Worksheet page for ingredients linked through routing link code. For more information, see Work instructions worksheet.

• The system automatically queries and displays master manufacturing record PDF documents for finished goods. This allows production to have access to the documentation during production execution. For more information, see Work instructions worksheet.

• Use work centers and machine centers configured with unit of measure types in hours, minutes, or seconds. The system validates the capacity unit of measurement type when you enable shop floor production for a work center, ensuring only supported time units are used. For more information, see Set up users per work center.

• View total production time in hours and seconds in addition to minutes. This enhancement provides better flexibility for production efficiency analysis across different time measurement units. For more information, see View the status of a released production order.

• View and track production time duration in seconds for all shop floor time entries. This enhancement ensures consistency in time tracking across different units of measure. For more information, see Shop floor production registration entries.

• View and track production time duration in seconds for Business Central time entries. For more information, see Shop floor production registration entries.

• Post shop floor production time entries and BC time entries using multiple units of measure types. For more information, see [Set up shop floor production](Shop Floor Production Setup.md).

• The following integration events have been added to the corresponding codeunits to allow the per-tenant extension (PTE) to extend the input and output registrations in shop floor production.

  • SFPBCGetFormElements14FDW

    • OnAddCustomFormElementsForConsumption
    • OnAddCustomFormElementsForOutput

  • SFPBCProductionReg14FDW

    • OnValidateCustomFormElementsForConsumption
    • OnValidateCustomFormElementsForOutput
    • OnAfterPostProductionRegistration

  Additionally, the TempCustomFormElements14FDW table has been added to manage these custom fields and handle validation messages.

  This enhancement enables the addition of custom form fields based on customer-specific requirements.

• The Hide Image Previews in SFP toggle setting on the Shop Floor Production Setup page has been enhanced to apply only to the Production Orders list page. When toggle is turned on, item images and their placeholders are completely hidden on the Production Orders list page to enhance performance, while images continue to display normally on all other pages.

• You can register the consumption of all inventory items associated with a license plate in one step. This functionality simplifies the process of handling pre-staged or pre-mixed components by eliminating the need to register each component line individually. To know more, see Register consumption for a license plate. Additionally, you can define how license plate consumption is processed using the License Plate Consumption Mode field on the Shop Floor Production Setup page. To know more, see Set up shop floor production.

• You can configure whether the system must allow posting production orders containing both own and third-party items on the Release Production Order page using the Allow Mixed Ownership Consumption toggle on the Service Provisioning Setup page. For more information, see Set up service provisioning.

• You can configure whether the system must assign new lot numbers or inherit lot numbers from the reference sales lines when creating purchase lines on the Transfer Ownership page. For more information, see Set up service provisioning.

• The system updates the Lot Attribute field value with Lot Ownership when the Enable Service Provisioning toggle is turned on, by default. For more information, see Set up service provisioning.

• The system displays an error when posting a receipt from a purchase order, warehouse, and inventory put-away or pick document if the buy-from vendor in the selected lot attribute value does not match the vendor specified in the document header. For more information, see Manage purchase documents.

• The system updates the lot details after the transfer of ownership of items in the Service Provisioning group on the Lot No. Information Card page. This improves visibility of the original and new lot numbers and the associated items. For more information, see View service provisioning lot details.

• The system creates service billing entries instead of trade accrual when posting document trade lines linked to purchase, sales, or transfer documents and when posting periodic cost lines for third-party purchase orders. These entries represent the service costs, such as co-packing and storage, incurred by third-party customers. You can later create sales invoices with these entries and bill third-party customers for the services provided. For more information, see Manage service billing entries.

• The system automatically determines the Destination Excise Type field value on warehouse shipment lines, such as Tax Paid, Bonded, Mixed, or blank, based on the customer, ship-to address, vendor, or vendor order address. This field is hidden by default and can be made visible through personalization.
  This ensures accurate tracking of excise types for all warehouse shipment lines during document creation.

• You can define when to send sales orders or purchase orders manually to TLx by using the Sales Order or Purchase Order field, either only after release or when the orders are open and released. To know more, see Set up TLx with Business Central.

• The system uses the TLx unit of measure when sending the request to TLx if you define a value in the TLX Unit of Measure field on the associated Item Card page. Otherwise, it uses the unit of measure specified in the related order.

• The Schedule Shipment API has been enhanced to accept all shipment details in a JSON payload from TLx into Business Central. It supports existing fields as well as trailer numbers, seal numbers, scheduled ship date, and custom fields. The system considers custom fields as additive. It retains existing values unless you update them and automatically adds any new fields. However, the old API calls continue to work.

• You can view additional shipment details in the TLx Trailer Number, TLx Seal Number, and TLx Scheduled Ship Date fields on the Sales Order, Purchase Order, Posted Sales Invoice, and Posted Purchase Invoice pages. You can also view the custom fields in the TLx Shipment Map Values FactBox that are defined and sent from TLx. These fields can vary and their values remain blank if they are not available in TLx. You can also view this information on the TLx Log Details and TLx Shipment Map pages.

• You can view the key values associated with the TLx shipment by executing the TLx Shipment Map Values action on the TLx Shipment Map page.

• The system tracks whether a sales order is new or already sent to TLx by checking the type of endpoint used. To know more, see Send the order to TLx on release.

With the features added in this release of the Aptean Trade Management extension, you can configure trade plans with the Accrual Type field value set to Actual Cost to post costs directly to a general ledger account, without using item charges. This can be used in cases when you want to post actual 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 and Set up trade plans for periodic costs.

• The system identifies conflicts between the supply and demand of items based on quantity and availability date parameters. This improves visibility and prevents inventory allocation mismatches. For more information, see Manage demand lines.

• The dependency on the Aptean Fresh Bridge and Aptean Foundation Layer Fresh extensions has been removed. This update allows you to install the Aptean Trading Board extension without requiring other Aptean Fresh extensions. Additionally, all relevant fields from the Aptean Fresh extensions have been transferred to the Aptean Trading Board extension.
  To ensure that existing field customizations remain unaffected, you can manually apply this change by turning on the Remove Fresh Dependency Feature toggle on the Trading Board Setup page to remove the dependencies immediately, or the system will automatically apply this change when updating to Business Central, version 29.

With the features added in this release of the Aptean Weighbridge extension, you can configure rounding precision for split percentages and quantities to receive on weighbridge tickets. For more information see Accessing the weighbridge ticket page. This feature addresses the issue reported in bug ID #276779.

• The system behavior has been enhanced to allow greater flexibility in managing the Pick According to FEFO toggle on the Location Card page. This feature ensures that this toggle is only restricted for locations where
  the Warehouse Pick module is installed.
  • If the Pick According to FEFO toggle on the Location Card page is turned on while the Aptean Beverage extension, Drink-IT Edition is installed, the system restricts you from installing the Warehouse Pick module on the Modules on Scanner page.

    The warning message reads as When Pick According to FEFO is enabled and Advanced Warehouse Management is installed, the system cannot guarantee that picks will be created as expected. The Warehouse templates process order will not be followed, and inventory not in bin groups can cause incomplete picks.

  • If the Warehouse Pick module is installed on the Modules on Scanner page and you attempt to turn on the Pick According to FEFO toggle, the system displays an appropriate error message.

Turning on this toggle may lead to unexpected behavior, as:

• When using bin groups (AWM) and some items are in a bin without bin group or in a bin with a bin group which is not included in the process order of the used Warehouse Templates page, the result will be having incomplete warehouse picks.
• The functionality of Pick According to FEFO sorts the bin contents differently than we use in Aptean Beverage Advanced Warehouse Management, when using full and mixed picks, which will divide picking lines for a full license plate number over multiple lines to pick as a mix pick. The Pick According to FEFO is selecting lot numbers from multiple bins for a full pallet quantity, because they are the oldest lot numbers, so a full pallet pick will move to be a mix pallet pick.
• Changing the lot number on the warehouse pick is not possible because of the tracking in the warehouse pick created by using Pick According to FEFO.
• Using source documents with other units of measure than the base unit of measure creates unregistrable warehouse picks because of rounding issues.

For more information see, Indroduction.

• You can adjust item quantities directly from the License Plate Info scanning module using the Change LP Item Qty request form handler.

  Key validations:

  • Adjusted quantity should not be greater than the pallet quantity.
  • Adjustments are only allowed for license plates with the open status. If attempted on any other status, the system displays error message.
  • If a reason code has an assigned bin and the quantity entered is positive, the system blocks the transaction with an error message.
  • If the reason code bin is valid and the quantity is negative, the system moves items from the current bin to the reason code’s bin using the item reclassification journal or warehouse journal (for directed locations).
    The system automatically selects the correct journal type:
    • Item Journal - Item Reclassification Journal for non-directed locations.
    • Warehouse Journal - Warehouse Item Journal for directed locations.

• The system allows only authorized users who have access to individual request forms to perform sensitive actions such as inventory corrections or license plate modifications. That is only the users assigned in the WMS User No. on the Request Form Users FastTab of the Module Settings page are allowed to modify the license plate quantity. If no user is assigned, then any authorized user can access.

• The system supports accurate configuration of field mappings and option selectors within the Change LPN Item Qty screen related to the License Plate Info screen. This feature supports defining the correct table and field linkages for both quantity and reason code fields in request forms used for license plate quantity adjustments directly from the scanner.

• You can manually print license plate labels by executing the Print Partial Pick LP action on the Pick screen (displayed only if the request form has relevant setup) and confirming it when automated printing is not possible. With the Print Partial Pick LP request form handler**,** the system identifies all registered license plates associated with the current warehouse pick operation and prints labels according to the label setup defined in the warehouse template. This ensures that both automated and manual printing methods produce identical, compliant label outputs.
  • Manual printing is supported only for Warehouse Picks to ensure controlled and predictable behavior.
  • The feature can be executed multiple times for the same pick if additional items are processed later. For more information, see Walkthrough Printing picked license plates manually.

• The system validates request form entries configurations in the Warehouse Pick module of the Module Settings page to prevent errors caused by missing the request ID field value. If this field is empty, the system displays an error message prompting you to enter a valid ID before saving.

• With this release of the Aptean WMS app, the framework has been upgraded from version .net8.0 to .net9.0, ensuring compatibility with Android 15 (API level 35) and improved application performance, reliability, and maintainability. This ensures long-term support, better performance, and compliance with new submission policies of Google Play.