✨ Features
💰 Finance
- Added SAF-T export functionality for general ledger line entries. Accountants can now generate SAF-T files directly from the ledger, supporting compliance with Portuguese tax regulations and simplifying audit processes. This feature streamlines data extraction and ensures accurate reporting for authorities. _[App: Base PT - Author: albertodone]_
- Introduced Italian translations and a new Report Language selection for Expense Reports. Users can now generate expense reports in Italian, improving usability for Italian-speaking staff and ensuring documents are correctly localized for regulatory and business needs. _[App: IPL Expenses - Author: mpisana]_
⚙️ System
- Added SOFTSTORE Accounting and Localization Packs for Portugal in the configuration file. This enables users to activate Portuguese-specific accounting features and localization, ensuring compliance and tailored workflows for companies operating in Portugal. _[App: Base PT - Author: albertodone]_
- Enhanced DocuFlow Admin settings by introducing data source title management permissions. Administrators can now control who can manage data source titles, improving security and governance over document workflows. _[App: IPL DocuFlow - Author: albertodone]_
- Added DS Title management functionality to the DocuFlow module, including new fields such as Table ID, Table Subtype, Library Code, and DS Title. This allows users to organize and manage document source titles more efficiently, supporting better tracking and categorization of uploaded files and document tables. _[App: IPL DocuFlow - Author: albertodone]_
📊 Integration
- Refactored and streamlined field definitions across multiple Board Interface API pages (such as Board Account Entry API, Board Customer API, Board Sales Details API, etc.). This improves clarity and consistency for users accessing Board dashboards and integration endpoints, making data easier to interpret and reducing confusion when working with external reporting tools. _[App: IPL Board Interface - Author: albertodone]_
🪲 Bug Fixes
⚙️ System
- Updated the checkout action version to v6 for the AL registry validation workflow. This ensures smoother system operations and compatibility with the latest validation processes, reducing potential errors during app deployment and updates. _[App: IPL DocuFlow - Author: albertodone]_
✨ Features
⚙️ System
- Improved the diagram editor by adding new shapes and enhancing the user interface of the properties panel. Users can now create more detailed diagrams and easily adjust properties, making visual modeling and process mapping more intuitive and efficient. [App: IPL EDS Extension - Author: albertodone]
- Enhanced the EDS Diagram page to provide better editing capabilities. This update allows users to modify diagrams more smoothly, improving workflow visualization and documentation. [App: IPL EDS Extension - Author: albertodone]
- Added the MoveTask function to improve task management during document posting. This feature clarifies who created each task and updates the Posted Document page for both sales and purchase invoices, making task tracking and audit trails more transparent. [App: IPL Communication, IPL EDS Extension - Author: albertodone]
- Introduced improved item ledger entry retrieval for Lot Vendor No. calculation in the Item Tracking Management codeunit. This enhancement ensures more accurate vendor tracking for lot-managed items, supporting better traceability and compliance. [App: IPL Base - Author: albertodone]
- Enhanced vendor selection handling in the Lot No. Information List extension, making it easier to select and manage vendors associated with item lots. This streamlines lot tracking and vendor assignment processes. [App: IPL Base - Author: albertodone]
- Improved parameter selection handling in the Dyn365 Syncronizer codeunit, allowing users to synchronize data with Dynamics 365 more reliably and with clearer parameter choices. [App: IPL Dyn365 - Author: albertodone]
💰 Finance
- Added the new Order Number field and updated logic for DTI Entries. Users can now record and track order numbers directly within DTI entries, improving document traceability and auditability in financial processes. [App: IPL Finance - Author: albertodone]
- Added the original document type field for purchase receipts in ledger entries. This helps users identify the source document for each receipt, supporting better financial reporting and reconciliation. [App: IPL Conai IT - Author: albertodone]
🛍️ Sales
- Updated the user task URL logic so that when saving a Sales Header Record Link, the URL is now correctly updated. This ensures that links to sales documents are always accurate, making it easier for users to access related records and collaborate. [App: IPL Communication - Author: albertodone]
📦 Logistic
- Added the Lot By Event action to multiple item-related pages, including Item Card, Item List, and various order summary pages. This feature allows users to track item lots by specific events, improving inventory traceability and supporting compliance requirements. [App: IPL Item By Event - Author: albertodone]
- Added the update line action to the Transport Details page for item ledger entries. Users can now update transport lines directly, ensuring that inventory movements are accurately reflected and managed. [App: IPL Transport Detail - Author: albertodone]
- Enhanced packaging logic for transfer shipments in the Shipment Document report. Packaging fields are now automatically adjusted when transfer lines are inserted, reducing manual entry and minimizing errors in shipment processing. [App: IPL Packaging, IPL Document Report - Author: mpisana, albertodone]
- Improved transport detail management to include item charge calculations. This ensures that all relevant charges are considered during transport operations, supporting more accurate cost tracking and reporting. [App: IPL Transport Detail - Author: albertodone]
📊 Integration
- Created a new API page for Item Cost History to enhance data access for Power BI reporting. Users can now retrieve detailed item cost history for analytics and business intelligence, enabling better decision-making based on historical cost trends. [App: IPL PBI Interface - Author: albertodone]
🪲 Bug Fixes
⚙️ System
- Fixed the OnRun trigger to ensure the Lot Number is correctly updated in dialogs during processing. This prevents errors when handling temporary lot numbers and improves reliability in lot tracking workflows. [App: IPL Base - Author: albertodone]
- Restored the Record Link URL field in the User Task Notification table extension, ensuring that URLs are preserved during document posting. This fix allows users to access linked documents without interruption. [App: IPL Communication - Author: albertodone]
💰 Finance
- Corrected logic in Transport Detail so that year and month are set only if the competence date is valid. This prevents incorrect period assignments and improves accuracy in financial transport records. [App: IPL Transport Detail - Author: albertodone]
📦 Logistic
- Enhanced the inventory API to improve data retrieval for item costs and quantities. Users will now see more accurate and timely inventory information, supporting better stock management and reporting. [App: IPL PBI Interface - Author: albertodone]
🔧 Other Changes
📦 Logistic
- Updated transfer line logic to automatically adjust packaging fields when new lines are inserted. This reduces manual work and ensures packaging information is always correct for transfer shipments. [App: IPL Packaging - Author: albertodone]
✨ Features
📊 Integration
- Introduced the new PBIInterfaceIT app for managing Italian electronic invoice files. Users can now access, import, and review AE invoice files directly within Business Central, with API pages available for integration with external systems. This streamlines invoice handling and improves visibility for finance and compliance teams. _[App: PBI interface IT - Author: albertodone]_
- Added Board Customer API and Board Location API pages, allowing users and external systems to access customer and location data through secure APIs. This enables easier integration with reporting dashboards and third-party tools, improving data sharing and automation. _[App: IPL Board Interface - Author: albertodone]_
- Enhanced Board Admin permissions to include access to Customer and Location APIs. Administrators can now manage API access for these areas, ensuring proper security and control over sensitive business data. _[App: IPL Board Interface - Author: albertodone]_
- Added Credit Management dependency in Board Interface app configuration. This ensures that credit-related features are available and properly integrated when using Board Interface APIs, supporting better credit control and risk management. _[App: IPL Board Interface - Author: albertodone]_
- Added CSR Purchase field to the Sales Detail table and exposed it in both Sales Details API and Sales Line API. This allows users and integrations to track CSR purchase information at a granular level, improving reporting and compliance for sales transactions. _[App: IPL Board Interface, IPL Sales Detail - Author: albertodone]_
- Synchronized ship-to addresses and updated related operations in integration processes. This ensures that shipping information is consistent across Business Central and connected systems, reducing errors and improving logistics coordination. _[App: IPL Dyn365 - Author: albertodone]_
- Implemented Vendor No. field in both the PBI Locations API page and the Location Table and Card. Users can now link locations to vendors, making it easier to track supplier relationships and streamline procurement processes. _[App: IPL PBI Interface, IPL Base - Author: albertodone]_
- Created Board Sales Details API and Board Sales Line API pages for accessing detailed sales data via API. This supports advanced reporting and integration scenarios, enabling external tools to retrieve sales information efficiently. _[App: IPL Board Interface - Author: albertodone]_
- Implemented Board Location API for accessing location data through integration. This facilitates automated data exchange with external systems, improving operational visibility and reducing manual data entry. _[App: IPL Board Interface - Author: albertodone]_
⚙️ System
- Added the new Document Report SI app for managing document reports in the Italian localization. Users can now generate, customize, and manage sales, purchase, invoice, reminder, and shipment documents with enhanced reporting capabilities. Configuration files and setup rules are included for flexible deployment. _[App: IPL Document Report SI - Author: mpisana]_
- Provided scripts for both cloud and local development environments in the new Document Report SI project. This makes it easier for administrators to set up and maintain the reporting module, ensuring smooth operation and compatibility. _[App: IPL Document Report SI - Author: mpisana]_
- Added a template for Business Central App Registration configuration, simplifying the process of registering new apps and managing their setup. This helps system administrators streamline app onboarding and configuration. _[App: IPL Board Interface - Author: albertodone]_
📦 Logistic
- Added starting and ending time fields to the Assembly Header and Posted Assembly Header tables, and created the new Assembly Order Report. Users can now track the duration of assembly orders, improving production planning and performance analysis. The new report provides detailed insights into assembly operations. _[App: IPL Transformation Order - Author: mpisana]_
- Enhanced the Ship-to Name field in the Purchase Order List by adding Shipment Information. This gives users more visibility into shipment details directly from the purchase order list, making it easier to monitor logistics and delivery status. _[App: Profile - Author: mpisana]_
💰 Finance
- Updated CONAI ledger entry fields to include Variant Code, allowing users to track product variants in environmental reporting and compliance processes. This improves accuracy in CONAI declarations and supports better audit trails. _[App: IPL Conai IT - Author: albertodone]_
- Added a page extension for the Conai Vendor Card with a new PRS field. Users can now record and view PRS information for vendors, supporting more detailed environmental compliance and vendor management. _[App: IPL Conai IT - Author: albertodone]_
🛍️ Sales
- Updated the purchase category source to use Load-from instead of Ship-to. This change ensures that purchase categories are determined based on the actual loading location, improving accuracy in procurement and logistics workflows. _[App: IPL Categories Management - Author: albertodone]_
🪲 Bug Fixes
🛒 Purchase
- Updated references from Ship-to Code to Ship-to Country/Region Code in the purchase process. This ensures that country and region information is correctly used for purchases, reducing errors and improving compliance with international procurement requirements. _[App: IPL Categories Management - Author: albertodone]_
⚙️ System
- Updated the Trusted NuGet Feed URL to point to version 27 for EOA Apps, ensuring that the latest package versions are used for system updates and app installations. This improves reliability and compatibility for future deployments. _[App: IPL Board Interface - Author: albertodone]_
- Updated the NuGet feed URL to point to version 27 for Business Central packages, guaranteeing that users and administrators receive the most recent updates and bug fixes for the platform. _[App: IPL Document Report SI - Author: mpisana]_
🔧 Other Changes
⚙️ System
- Updated AL-Go System Files from the Microsoft AL-Go-PTE main branch, ensuring that system utilities and deployment scripts are aligned with the latest standards. This helps maintain system stability and supports ongoing improvements. _[App: IPL Board Interface - Author: albertodone]_
✨ Features
💰 Finance
- Added a new VAT Register Grouped XLSX action to the Accounting Role Center IT page. This allows users to quickly export grouped VAT register data to Excel, making it easier to analyze and share VAT information for compliance and reporting purposes. [App: IPL Role Center IT - Author: mpisana]
- Introduced an initialization action for CONAI Item Packaging on the relevant page, streamlining the setup process for packaging compliance and ensuring all required data is correctly initialized for Italian environmental reporting. [App: Conai IT - Author: mpisana]
🛍️ Sales
- Enhanced the permission set for CRM Sold and Customer Address functionalities, ensuring users have the correct access to manage CRM-related sales and address data securely. [App: IPL Dyn365 - Author: albertodone]
- Added customer ship-to address synchronization and new actions to update the sales header, improving the accuracy of shipping information between CRM and sales orders. This ensures that customer address changes in CRM are reflected in sales documents, reducing manual updates and errors. [App: IPL Dyn365 - Author: albertodone]
- Implemented new CRM data synchronization functions for items, orders, and addresses, allowing for more seamless integration between Business Central and CRM. This ensures that product, order, and address data remain consistent across both systems, reducing discrepancies and manual reconciliation. [App: IPL Dyn365 - Author: albertodone]
- Added an action to update CRM order status directly from Business Central and enhanced the integration with sales orders. Users can now keep CRM order statuses in sync with Business Central, improving visibility and coordination between sales and CRM teams. [App: IPL Dyn365 - Author: albertodone]
- Introduced CRM Customer Address (Ship-to) and Sold data synchronization, ensuring that both ship-to and sold-to customer information is accurately maintained between CRM and Business Central. This reduces the risk of shipping errors and improves customer data reliability. [App: IPL Dyn365 - Author: albertodone]
- Added a Salesperson Code field to the Profile Customer Card layout, making it easier to assign and track the responsible salesperson for each customer directly from the customer card. [App: Profile - Author: mpisana]
- Updated the action caption and tooltip for updating vendor information, providing clearer guidance to users when performing vendor updates and reducing confusion during the process. [App: IPL Dyn365 - Author: albertodone]
- Added a new Sales Order 2 cue type and related activities to the Role Center, giving users quick access to key sales order metrics and actions from their dashboard. This helps sales teams monitor and manage orders more efficiently. [App: IPL Role Center - Author: mpisana]
- Added IPL Sales Detail as a dependency to the Dyn365 application configuration, ensuring all necessary components are available for detailed sales data integration with Dynamics 365. [App: IPL Dyn365 - Author: albertodone]
📦 Logistic
- Added a new Handling Unit Type field and related logic to shipping information management, allowing users to specify and manage the type of handling unit used for shipments. This improves tracking and handling of goods during warehouse and transport operations. [App: Packaging - Author: mpisana]
- Updated shipping notes in report management to include the new Handling Unit Type field, ensuring that all relevant shipping documentation reflects the correct handling unit details for better logistics coordination. [App: Packaging - Author: mpisana]
- Added a page extension for the Profile Doc. Shipping Info Card with hidden fields, streamlining the user interface by displaying only the most relevant shipping information and reducing screen clutter. [App: Profile IT - Author: mpisana]
- Hid unnecessary fields in Posted Transfer Shipment Subform layouts, making the interface cleaner and helping users focus on the most important shipment details. [App: Profile - Author: mpisana]
- Implemented intercompany inventory data extraction, enabling users to extract and analyze inventory data across multiple companies. This supports better stock management and reporting in intercompany scenarios. [App: Profile - Author: albertodone]
- Updated the due date calculation logic in requisition worksheet management, providing more accurate and reliable due dates for purchase and replenishment planning. This helps purchasing and warehouse teams better manage supply timelines. [App: IPL Req. Worksheet Management - Author: mpisana]
📊 Integration
- Added currency and amount fields to Board APIs and implemented record triggers, allowing for more detailed financial data to be shared with Board reporting tools. This enhances the quality of financial analytics and dashboards available to users. [App: IPL Board Interface - Author: albertodone]
- Implemented intercompany inventory data extraction in the PBI IC Inventory API and related tables, enabling seamless integration of inventory data with Power BI for advanced reporting and analysis across companies. [App: IPL PBI Interface - Author: albertodone]
⚙️ System
- Enhanced AL registry validation with warnings for unregistered IDs and name mismatches, helping administrators maintain data integrity and avoid configuration errors. [App: Profile - Author: albertodone]
- Moved the changelog into the tools section, centralizing release notes and making it easier for users to find information about recent updates. [App: Profile - Author: albertodone]
🪲 Bug Fixes
🛍️ Sales
- Corrected the query ID for the Dyn365 Sold Query to match the original specification, ensuring accurate data retrieval and preventing issues when accessing sold data from Dynamics 365. [App: Dyn365 - Author: albertodone]
📦 Logistic
- Removed WIP Item visibility from the Posted Transfer Shipment Subform, preventing users from seeing work-in-progress items where they are not relevant and reducing confusion in shipment records. [App: Profile - Author: albertodone]
⚙️ System
- Removed unused references from various report documents for cleaner output, ensuring that generated reports are free from unnecessary data and easier to read. [App: IPL Document Report - Author: mpisana]
✨ Features
💰 Finance
- Added the ability to automatically copy VAT Posting Group and Gen. Product Posting Group information when assigning free gifts in sales and purchase documents. This ensures that free gifts are posted with the correct tax and product group settings, reducing manual errors and streamlining accounting processes. [App: Finance - Author: mpisana]
- Implemented extended text management for item charges in both sales and purchase lines. Users can now add detailed descriptions and notes to item charges, improving clarity and supporting more comprehensive documentation for financial transactions. [App: Finance - Author: mpisana]
🛍️ Sales
- Introduced a new Sales Analysis report for Item Ledger Entries. This report provides detailed insights into sales activity, helping users analyze item movements, sales trends, and performance directly from ledger data. [App: Base - Author: mpisana]
- Added Salesperson Code field to the Customer Card customization. Sales teams can now easily assign and track the responsible salesperson for each customer, improving sales management and reporting. [App: Base - Author: mpisana]
- Enhanced the handling of product group codes in sales and purchase lines. The system now automatically sets the product group code based on line details, ensuring consistent categorization and simplifying reporting. [App: Base - Author: mpisana]
📦 Logistic
- Updated the calculation of shipping line weight to use the Quantity to Ship field. This change ensures that shipping documents and logistics planning reflect the actual quantities being shipped, improving accuracy for warehouse and transport operations. [App: Base - Author: mpisana]
- Improved vendor information management in lot tracking processes. Users can now access more detailed vendor data when tracking lots, supporting better traceability and compliance in inventory management. [App: Base - Author: albertodone]
⚙️ System
- Added new fields for Table Name and Table Subtype Name in the DocuFlow Table Setup page. This enhancement allows users to better configure and identify document flow tables, supporting more flexible document management setups. [App: DocuFlow - Author: albertodone]
- Introduced tooltips and visibility settings for fixed due dates and stop payment periods. Users now benefit from clearer guidance and improved usability when managing payment terms and restrictions. [App: Base PT, IPL Payment Due Date - Author: albertodone]
- Expanded the management of fixed due dates and stop payment periods to be available for all countries. This ensures consistent payment term controls across international operations, supporting global compliance. [App: IPL Payment Due Date, Base PT - Author: albertodone]
- Refactored the material skip logic in the CONAI packaging process to streamline operations. This update simplifies packaging management and reduces unnecessary steps for users handling packaging compliance. [App: Packaging, Conai IT - Author: albertodone]
- Added permissions for CRM Annotation in the Dyn365 Base permission set, enabling users to access and manage CRM notes and attachments within the Dynamics 365 integration. [App: Dyn365 - Author: albertodone]
📊 Integration
- Enhanced the IC Inventory API with detailed lot and cost history fields, a new description field, and a dedicated page for item data access. Users can now retrieve comprehensive inventory information, including lot details and cost history, directly through integration interfaces, supporting better data analysis and reporting. [App: PBI Interface - Author: albertodone]
- Added inventory valuation and costing dependencies to the IC Inventory API and updated permissions to allow access to inventory data. This ensures that integrated systems can retrieve accurate inventory values and costing information for improved financial and operational reporting. [App: PBI Interface - Author: albertodone]
- Implemented payment due date management setup to prevent activation in specific countries. This feature allows organizations to control payment term configurations based on country-specific requirements, supporting compliance and reducing errors in international transactions. [App: PBI Interface, IPL Payment Due Date - Author: albertodone]
🌐 General
- Added new fields and improved visibility for fixed due dates and stop payment periods management, making these features easier to configure and use across different document workflows. [App: IPL Payment Due Date, DocuFlow - Author: albertodone]
🪲 Bug Fixes
💰 Finance
- Corrected the enum extension ID for the E-Document Format DE, ensuring proper identification and compatibility for electronic document formats in German localization. [App: E-Document DE - Author: albertodone]
- Fixed the page ID for the Issued Bill Lines Analysis page, resolving issues with accessing and analyzing issued bill lines in credit management. [App: Credit Management IT - Author: mpisana]
🛍️ Sales
- Updated the logic for retrieving archived sales lines in the Sales Archive Dismissed API, ensuring that dismissed sales orders are processed and displayed correctly. [App: PBI Interface - Author: albertodone]
- Resolved issues in sales order validation logic, improving data processing and reducing errors when validating sales orders. [App: PBI Interface - Author: albertodone]
📦 Logistic
- Corrected the page extension ID for the Item Card extension in the Item Wizard module, ensuring proper display and functionality for item cards. [App: Item Wizard - Author: albertodone]
⚙️ System
- Removed redundant query permission from the Sell Off List permission set, streamlining security and reducing unnecessary access rights. [App: Sell Off List - Author: albertodone]
- Removed temporary source table setting from the EDS Transaction Log page, improving data integrity and simplifying transaction log management. [App: Communication - Author: albertodone]
- Adjusted date filter logic in the User Task Backup retrieval process, ensuring accurate filtering and retrieval of user tasks based on date criteria. [App: Communication - Author: albertodone]
- Renamed the Fixed Due Date app to Payment Due Date, clarifying its purpose and making it easier for users to identify payment term management features. [App: IPL Payment Due Date - Author: albertodone]
- Updated inventory setup handling for demand forecast calculations, ensuring that inventory forecasts are based on correct setup parameters and improving planning accuracy. [App: Base - Author: albertodone]
📊 Integration
- Removed the Sell Off List query and the DocuFlow Update page from the integration APIs, streamlining the API structure and removing obsolete endpoints for improved performance and clarity. [App: PBI Interface, DocuFlow - Author: albertodone]
✨ Features
💰 Finance
- Improved the logic for updating item weight in Document Detail processing. This ensures more accurate weight calculations for financial documents, helping users maintain precise records for compliance and reporting. [App: Conai IT - Author: albertodone]
🛍️ Sales
- Enhanced Sales Detail Management to include open price calculations, now also retrieving open price from Sales Shipment Line. This gives sales teams better visibility into outstanding prices and helps with accurate sales tracking and reporting. [App: Sales Detail - Author: albertodone]
- Added validation for Shipment Method and Payment Terms during Sales Order creation. This ensures that orders cannot be created without valid shipping and payment information, reducing errors and improving process reliability. [App: Dyn365 - Author: albertodone]
🛒 Purchase
- Added the Invoice Document Date field to Purchase Details and updated related logic. Users can now track the invoice date directly in purchase records, improving reporting accuracy and audit trails. [App: Purchase Detail - Author: albertodone]
📦 Logistic
- Updated the Packaging Type selection logic in Packaging Management. This change streamlines how packaging types are chosen, making it easier for warehouse staff to select the correct packaging and reducing mistakes during shipment preparation. [App: Packaging - Author: albertodone]
- Added the Variant Code field to Transport Detail and updated related logic. This provides enhanced visibility into item variants during transport, helping logistics teams track and manage shipments more precisely. [App: Transport Detail - Author: albertodone]
📊 Integration
- Added Assembly Order and Post Assembly APIs to the permission set for improved access control. Users can now securely access assembly order data and post assembly operations through integration, supporting better tracking and reporting. [App: PBI Interface - Author: albertodone]
- Introduced new Assembly Order and Assembly Order Line APIs for enhanced assembly tracking and reporting. These APIs allow integrated systems to retrieve detailed assembly information, improving visibility across departments. [App: PBI Interface - Author: albertodone]
- Added the EDS Transaction Log API for improved transaction tracking. This API enables external systems to monitor and analyze transaction logs, supporting better audit and integration capabilities. [App: PBI Interface - Author: albertodone]
- Enhanced the PBI Interface permission set with additional API access, allowing users to interact with more data endpoints for improved integration and reporting. [App: PBI Interface - Author: albertodone]
- Added the Intercompany field to PBI Vendors API for improved data integration. This allows users to distinguish vendors involved in intercompany transactions, supporting more accurate reporting and consolidation. [App: PBI Interface - Author: albertodone]
- Added the Variant Code field to PBI Transport Detail API for enhanced data visibility. Users can now see item variants in transport details, improving tracking and analysis. [App: PBI Interface - Author: albertodone]
- Added the Invoice Document Date field to Purchase Details API for enhanced reporting. This helps users track invoice dates in purchase data shared with external systems. [App: PBI Interface - Author: albertodone]
- Implemented the Dismissed Sales Archive API for detailed data retrieval. Users can now access archived sales data that has been dismissed, supporting historical analysis and compliance. [App: PBI Interface - Author: albertodone]
- Created the Dismissed Purchase Archive API for detailed data retrieval. This allows users to retrieve archived purchase records that have been dismissed, aiding in audits and historical reviews. [App: PBI Interface - Author: albertodone]
- Added Amount and Cost AC fields in the Board Sales Details API. These fields provide more detailed financial information for board-level sales reporting and analysis. [App: Board Interface - Author: albertodone]
- Added the Intercompany filter to CM Customers API for improved data accuracy. Users can now filter customer data based on intercompany status, ensuring more precise reporting and integration. [App: Credit Mixer Interface - Author: albertodone]
- Added the Intercompany field to PBI Customers API for enhanced data handling. This helps users identify customers involved in intercompany transactions, improving data management and reporting. [App: PBI Interface - Author: albertodone]
- Created a new Responsibility Center API page with read-only access. Users can now view responsibility center data through integration, supporting better organizational reporting. [App: PBI Interface - Author: albertodone]
- Added Bank and Cash Flow Ledger APIs to the interface, allowing users to access banking and cash flow data for improved financial integration and reporting. [App: PBI Interface - Author: albertodone]
🌐 General
- Enhanced Data URI handling in the HTML Viewer to open the viewer with the correct filename and improved iframe functionality for data URI links. This makes it easier for users to view documents and files directly in the system, improving usability and document management. [App: PBI Interface - Author: albertodone]
🪲 Bug Fixes
💰 Finance
- Improved VAT posting group validation for free gift codes in Sales Lines. This ensures that VAT groups are correctly assigned when processing free gifts, reducing errors and supporting compliance. [App: Finance - Author: mpisana]
🛍️ Sales
- Set fields as non-editable in Import Sales Journal tables. This prevents accidental changes to imported sales data, ensuring data integrity and reliability. [App: Sales Price - Author: mpisana]
- Validated asset numbers in import processes for Sales Price Management. This helps prevent errors when importing sales prices, ensuring that asset numbers are correct and consistent. [App: Sales Price - Author: mpisana]
🛒 Purchase
- Set fields as non-editable in Import Purchase Journal tables. This protects imported purchase data from unintended edits, maintaining data accuracy. [App: Purchase Price - Author: mpisana]
- Validated asset numbers in import processes for Purchase Price Management. This ensures asset numbers are properly checked during import, reducing mistakes and improving data quality. [App: Purchase Price - Author: mpisana]
📦 Logistic
- Ensured that Transport Log Entry is created only for valid transport IDs. This prevents incorrect log entries and improves the reliability of transport tracking. [App: Transport Detail - Author: mpisana]
- Added the Responsibility Center field to the Acc. Sales Order List page, giving logistics and sales teams better visibility into which responsibility center is associated with each sales order. [App: Profile - Author: mpisana]
👥 HR
- Modified the layout of the Employee Card extension and moved field customizations for compatibility with ES localization. Also, hid the visibility of Nationality, Board Member, and Manager Role fields to streamline the employee card and reduce unnecessary information. [App: Resource Employee, Base IT - Author: mpisana, albertodone]
📊 Integration
- Removed duplicate application area declaration in the Board Sales Details API, ensuring cleaner API configuration and preventing confusion for users accessing board sales data. [App: Board Interface - Author: albertodone]
⚙️ System
- Updated the permissionset name for Document Report DE to align with system standards, ensuring correct access control and easier management for administrators. [App: Document Report DE - Author: albertodone]
- Updated report and page extension versions for Reminder Document SK, Acc. Sales Role Center DE, Accounting Role Center DE, Profile Purchase Credit Memo SK, and Accounting Role Center SK. These updates ensure compatibility and stability across system modules. [App: Document Report SK, Role Center DE, Profile SK, Role Center SK - Author: mpisana]
- Corrected the table extension ID for CV Ledger Entry Buffer IT, ensuring proper system referencing and preventing potential errors in financial data processing. [App: Finance IT - Author: albertodone]
🔧 Other Changes
⚙️ System
- Updated the registry scan process to include a full scan of 1953 and then 3530 objects. This ensures that all system components are properly tracked and registered, improving reliability and making it easier for administrators to monitor changes across the platform. These scans help maintain data integrity and support smoother upgrades and troubleshooting. [albertodone]
- Released and reserved the Test Object table (50163) in the registry. This change ensures that the table is officially tracked and protected from accidental modifications, supporting better system stability and compliance with internal data management standards. [albertodone]
✨ Features
💰 Finance
- Added country source fields for sales and purchase category lookup in customer and vendor records. This helps users better categorize transactions based on geographical data. [albertodone]
- Added EDS function for CONAI item packaging, enabling compliance with Italian environmental regulations for packaging waste. [mpisana]
- Enhanced expense management with new document handling and reporting features, improving tracking and reporting of business expenses. [mpisana]
- Added language configuration for Italian in the Finance IT module, allowing users to manage financial data in Italian. [mpisana]
- Implemented payment terms management with fixed due dates and stop payment periods for Portugal, ensuring compliance with local financial regulations. [albertodone]
- Added VAT exemption handling in E-Invoice based on document setup configuration, ensuring accurate VAT reporting for exempt transactions. [albertodone]
- Implemented VAT exemption handling in E-Invoice for sales documents, streamlining compliance with VAT regulations. [albertodone]
🛍️ Sales
- Added Promised Delivery Date field to the Blanket Sales Orders page, enabling users to track and manage delivery commitments more effectively. [mpisana]
🛒 Purchase
- Added export to Excel action for the Requisition Worksheet page, allowing users to easily export data for analysis or reporting. [mpisana]
📦 Logistic
- Added product synchronization and new CRM data management pages, improving integration between inventory and customer relationship management systems. [albertodone]
- Enhanced packaging type selection logic with manufacturer and category filters, making it easier to choose the correct packaging for items. [albertodone]
- Added Ship-to Name field to the Purch. Open Price Closing page, providing better visibility into shipping details for purchase orders. [mpisana]
- Added EDS status handling to assembly order and header extensions, improving tracking and management of assembly processes. [mpisana]
- Enhanced the Work Order report to display lot numbers and quantities, providing more detailed information for warehouse operations. [albertodone]
⚙️ System
- Added Html Viewer control add-in for enhanced document previewing, allowing users to view documents directly within the system. [albertodone]
- Enhanced user setup with new employee and resource admin fields, improving user management capabilities. [mpisana]
- Implemented employee management codeunit with simple data synchronization, streamlining employee data updates. [mpisana]
- Added employee management codeunit with birthplace handling logic for Italian users, ensuring compliance with local HR requirements. [mpisana]
- Implemented clipboard management with toast notifications for user feedback, improving usability when copying and pasting data. [albertodone]
- Added filter functionality for pasted data in the Filter From Paste page, resolving issues with dropdown auto-selection. [albertodone]
- Ensured header modification flag is set correctly in the warehouse management codeunit, improving data accuracy during warehouse operations. [albertodone]
🪲 Bug Fixes
💰 Finance
- Added VAT Management and exemption dependencies for Italy in the app configuration, ensuring compliance with local tax regulations. [albertodone]
- Resolved issues in data processing for the sales order validation function, ensuring accurate validation of sales orders. [albertodone]
- Updated email sending logic to use the customer number, ensuring emails are sent to the correct recipients. [mpisana]
- Updated Refresh Packaging Taxes action to use the correct Purchase Credit Memo header, ensuring accurate tax calculations. [albertodone]
- Validated payment terms code in the purchase header during document import, preventing errors in imported purchase documents. [mpisana]
- Resolved a division by zero issue in the commission amount calculation for the sales detail by lot, ensuring accurate commission reporting. [mpisana]
📦 Logistic
- Updated the usage category for the Get Item Ledger Entries page to None, ensuring the page is categorized correctly. [mpisana]
⚙️ System
- Added Data Security dependency to the Conai IT application configuration, improving system security and compliance. [albertodone]
- Added permissions for table data and codeunit in the BasePTAdmin permission set, ensuring proper access control for administrative users. [albertodone]
- Updated the PDF item register, resolving formatting and data display issues. [mpisana]
- Hid birthplace fields in the employee card extension, improving data privacy and compliance with privacy regulations. [albertodone]
- Hid Calculate Depreciation action in the Accounting Role Center IT page, simplifying the interface for users in Italy. [mpisana]
🔧 Other Changes
⚙️ System
- Updated to Version 27.4, ensuring access to the latest features and improvements. [albertodone]
- Updated AL-Go System Files from microsoft/AL-Go-PTE@main, ensuring the system is up-to-date with the latest platform enhancements. [albertodone]
✨ Features
💰 Finance
- Added action to check open invoices in the General Journal page extension. This allows users to quickly verify outstanding invoices directly from the journal, improving efficiency in financial reconciliation. [albertodone]
- Added Outstanding BSO fields with drill-down functionality to the Customer Statistics page. Users can now access detailed information about outstanding blanket sales orders directly from the statistics page. [albertodone]
- Added Not Confirmed BSO field to the Customer Statistics Factbox. This provides visibility into blanket sales orders that are not yet confirmed, helping users track pending approvals. [albertodone]
- Added VAT Register Grouped - XLSX report. This new report format allows users to generate VAT registers in an Excel-friendly format, simplifying data analysis and reporting. [albertodone]
- Implemented expense management features in the Expenses module. This enhancement streamlines the process of managing and tracking expenses, improving financial oversight and reporting. [mpisana]
🛍️ Sales
- Set default exclusion from availability for sales order lines. This ensures that specific items are automatically excluded from availability calculations, reducing errors in inventory planning. [mpisana]
📦 Logistic
- Enhanced item synchronization and user setup for the Item Wizard. This ensures smoother and more accurate synchronization of item data, reducing manual adjustments. [albertodone]
- Updated the layout of the Item Card extension to include the Technical Product Part field. This provides users with additional product details directly on the item card for better decision-making. [albertodone]
- Added source table view filter for the Transfer Line API page. This allows users to filter transfer line data more effectively, improving data management and visibility. [albertodone]
⚙️ System
- Added API synchronization tables, pages, and log management functionality. This enhancement improves the system's ability to manage and monitor API synchronization processes. [albertodone]
- Added request page parameters for downloading PDF documents. This provides users with more control over the document download process, enabling customization of the output. [mpisana]
- Enhanced the MoveDocuFlowEntry procedure to handle source entry deletion. This ensures smoother data management and prevents errors during document flow operations. [albertodone]
🪲 Bug Fixes
💰 Finance
- Added calculation for amount per ton when inserting a commission ledger entry. This ensures accurate financial calculations for commission-based transactions. [albertodone]
🛍️ Sales
- Updated the visibility of the Items part in the Generic Role Center page. This fix ensures that users can access item-related information as intended. [mpisana]
- Updated the caption for the Reprint Info Item Register page. This resolves any confusion caused by incorrect or unclear captions. [mpisana]
- Updated the Reprint Info Item Register functionality to improve usability and ensure accurate information display. [mpisana]
📦 Logistic
- Implemented product group code management. This fix ensures that product group codes are handled correctly, improving data consistency and accuracy. [mpisana]
🔧 Other Changes
⚙️ System
- Set visibility for the Technical Product Part in the Item Card extension. This ensures that users can view and manage this field as part of their item data. [albertodone]
- Updated the document linking process in the EDocArx MD Import codeunit. This enhancement improves the reliability and accuracy of document imports. [albertodone]
- Updated the Product Group Code field ID in the Sales Detail tables. This ensures compatibility and consistency across related tables. [albertodone]
- Added fields for No. and type as integer in Board APIs. This update enhances the API's functionality and data handling capabilities. [albertodone]
- Added Internal Assessment Request Case SubType Id field to the integration setup. This provides additional configuration options for managing internal assessment requests. [albertodone]
✨ Features
💰 Finance
- Added Create PDF - Item Register report and Inventory Register 1 - Print report [mpisana]
- Added functionality to link e-documents to posted purchase documents, improving traceability and document management. [albertodone]
- Updated contact information display in invoice and credit note stylesheets, ensuring accurate and professional communication with customers. [albertodone]
- Added payment methods management for e-document processing, enabling users to define and manage payment methods more efficiently. [albertodone]
- Enhanced invoice and payment details layout in the XRechnung stylesheet, improving clarity and compliance with invoicing standards. [albertodone]
- Added reminder fields to the Customer Ledger Entries page. [albertodone]
- Added countries of origin tracking to the Purchase Line and Invoice Subform. [albertodone]
- Added an exclusion rule for credit limits in sales blanket orders. [albertodone]
- Added an option to skip sending emails for zero‑amount invoices in the background setup, reducing unnecessary email notifications. [albertodone]
- Added location validation functions for sales and purchase lines in e-document management, ensuring accurate location data for transactions. [albertodone]
- Enhanced layout styling for documents in an error state on the Bill Subform ES page, improving readability and presentation. [albertodone]
🛍️ Sales
- Added Posted Sales Invoice and Credit Memo cues to Role Center pages for DE and BE regions, providing quick access to key sales documents. [mpisana]
📦 Logistic
- Added an email field to Warehouse Receipt and Shipment Headers, allowing automatic sending of location‑specific email information for better communication. [mpisana]
- Enhanced drill‑down functionality for inventory on the Item Card page to show only open entries. [mpisana]
- Added Open Price field to the Sales Order Archive Subform layout, providing better visibility into historical pricing information. [mpisana]
- Added Destination Name field to the Get Source Documents page, providing more detailed information for document tracking. [albertodone]
⚙️ System
- Enhanced metadata handling in the DocuFlow SharePoint management codeunit, improving integration and data consistency on Arxivar. [mpisana]
🪲 Bug Fixes
💰 Finance
- Updated tax unit amount calculation on the Packaging Tax Report, ensuring accurate tax reporting and compliance. [albertodone]
- Updated the Depreciation Book report, ensuring accurate and clear financial reporting. [mpisana]
🛍️ Sales
- Fixed functionality to validate Salesperson Code and Responsibility Center during customer creation from CRM. [albertodone]
- Updated the "Sales Order Delay ENU" Word template, ensuring accurate and professional communication with customers. [mpisana]
📦 Logistic
- Updated visibility settings for fields in the Item Ledger Entries page customizations, improving usability and data clarity. [mpisana]
- Enhanced first and last entry date calculations in the Lot No. Information extension, ensuring accurate tracking of inventory movements. [albertodone]
- Adjusted decimal places for Unit Cost visibility in the Item Ledger Entries page, improving accuracy in cost reporting. [albertodone]
⚙️ System
- Corrected IBAN reference document reports for multiple regions (SK, HU, PT, DE, BE, IT, W1, ES), ensuring accurate banking information. [mpisana]
- Ensured item description is set only when available in PT document report extensions, preventing errors in document generation. [mpisana]
- Hid the 'Create new Word template' action in the Word Template Wizard, simplifying the user interface and avoiding confusion. [mpisana]
🔧 Other Changes
⚙️ System
- Added Assembly Orders part to the Extended Logistic Role Center page, providing users with better visibility and management of assembly orders. [mpisana]
- Updated AL-Go System Files to 8.1 [albertodone]
✨ Features
💰 Finance
- Added Activity Code management in No. Series for VAT entry processing. This simplifies VAT handling by automating the assignment of activity codes during financial transactions. [albertodone]
- Added permission set for Aging BC14IT to manage asset data access. This ensures secure and controlled access to asset-related information for users with specific roles. [albertodone]
- Restored Aging BC14 functionality from BC14, enabling users to access legacy aging reports for financial analysis. [albertodone]
🛍️ Sales
- Added new sales analysis view for item ledger entries, allowing users to better analyze sales data and track item movements. [mpisana]
- Enhanced discount formatting for sales and invoice document reports, improving the clarity and presentation of discounts applied to transactions. [mpisana]
📦 Logistic
- Implemented automatic posting and shipment date handling in warehouse processes, streamlining operations and reducing manual adjustments during shipment processing. [albertodone]
- Enhanced transfer shipment processing in document reports, improving the accuracy and efficiency of shipment-related reporting. [mpisana]
- Added ship-to contact and external document number fields to the transfer shipment report, providing more detailed shipment information for better tracking and communication. [mpisana]
⚙️ System
- Enhanced e-document processing by adding file name extraction logic, making it easier to identify and manage electronic documents. [albertodone]
- Added new functions to the Expression Solver, enabling users to perform more complex calculations and analyses directly within the system. [mpisana]
🪲 Bug Fixes
💰 Finance
- Added legacy description field to the PBI Items API, improving data visibility for historical item descriptions. [albertodone]
- Updated fixed assets section and changed the Depreciation Book report in the Accounting Role Center IT, ensuring accurate reporting and better alignment with local requirements. [mpisana]
- Updated report title for the Depreciation Book, improving clarity and consistency in financial reporting. [mpisana]
🛍️ Sales
- Added discount column to Sales and Invoice Reports for multiple regions (SK, PT, IT, HU, ES, DE, BE), ensuring consistent visibility of discounts across all sales documents. [mpisana]
📦 Logistic
- Adjusted decimal places for Unit Price visibility in the Item Ledger Entries page, ensuring accurate display of pricing information. [albertodone]
- Corrected loop termination condition in transport management codeunit, resolving issues with transport-related processes. [albertodone]
⚙️ System
- Updated NuGet feed URL to version 26 for AL-Go settings configuration, ensuring compatibility with the latest system updates. [albertodone]
- Updated NuGet feed URL to version 26 for multiple language settings files, improving system localization and compatibility. [albertodone]
- Ensured posting and receiving number series are set only if not empty, preventing errors during transaction processing. [albertodone]
- Updated user backup cues visibility, improving clarity and usability for backup-related tasks. [mpisana]
- Updated XML content retrieval in the DocuFlow File Preview page, ensuring accurate and efficient file previews. [albertodone]
- Commented out debug sequence logic in the Assets Detail table procedure, improving system performance and stability. [albertodone]
- Changed Calculate Conai field type to Boolean in purchase header and invoice, simplifying field usage and improving data accuracy. [albertodone]
🔧 Other Changes
⚙️ System
- Removed obsolete Slovak translation file for the Base module, cleaning up unnecessary system files. [albertodone]
✨ Features
💰 Finance
- Enhanced electronic document creation and sending with improved error handling, ensuring smoother processing and fewer disruptions in document workflows. [albertodone]
- Added Incoming E-Document Number field to the E-Documents list, improving document tracking and visibility for incoming electronic documents. [mpisana]
- Added insured credit limit field to the CSR and PUR Customer List pages, enabling users to monitor customer credit limits more effectively. [albertodone]
- Initialized embedded PDF preview and SharePoint preview to true in user settings, simplifying document management and previewing for users. [albertodone]
- Added Serial Number field to the Fixed Asset List, enabling better tracking and identification of fixed assets. [mpisana]
- Added ArxNext Purchase Invoice Cancel Status field to the DocuFlow Site, enabling users to track the cancellation status of purchase invoices. [mpisana]
- Added Category Code field to Customer Ledger Entries - Spain, providing additional categorization options for customer transactions. [mpisana]
- Added Vendor Name field to the Posted Payment Order Subform - Spain, enhancing visibility into vendor details for payment orders. [mpisana]
- Enhanced the invoice stylesheet layout with improved spacing and additional fields, making invoices clearer and more professional. [albertodone]
- Added fields for CONAI PRS and calculation in purchase invoice and header, ensuring compliance with environmental reporting requirements. [albertodone]
- Added option to embed PDF in the XRechnung export process (DE), allowing users to include PDF documents directly in electronic invoices for better compliance. [albertodone]
🛍️ Sales
- Updated the status of related blanket orders in sales processes, ensuring accurate synchronization between blanket orders and their associated sales orders. [mpisana]
- Added exclusion field for availability in sales document class and lines, providing more flexibility in managing product availability during sales processes. [albertodone]
- Added EOS Document Class Code and Reason Code fields to the Sales Document Summary, improving classification and reporting of sales documents. [albertodone]
🛒 Purchase
- Updated the status of related blanket orders in purchase processes, ensuring accurate synchronization between blanket orders and their associated purchase orders. [mpisana]
📦 Logistic
- Added External Document Number field to Transfer Shipment pages, allowing users to track external references directly in shipment records. [mpisana]
⚙️ System
- Added report access for Work Order to the Base permissionset, enabling users to access and manage work orders more efficiently. [albertodone]
- Added Common Data Layer dependency to multiple apps, including Document Summary, Item By Event, and PBI Interface, ensuring consistent data handling across applications. [albertodone]
- Created a new app, BasePT, to support additional functionality and integrations. [albertodone]
- Added bank account and source code fields to the Closed Customer Ledger API, providing more detailed financial data for reporting and analysis. [albertodone]
- Expanded permissions for Board Admin to include additional API access, allowing administrators to manage sales-related APIs more effectively. [albertodone]
- Added Document Class Code field to the Sales Details and Sales Line APIs, improving the classification and filtering of sales data. [albertodone]
🪲 Bug Fixes
💰 Finance
- Cleared Telefax fields to prevent PEPPOL 3.0 BIS validation warnings, ensuring compliance with electronic document standards. [albertodone]
- Fixed an issue in document report extensions to correctly retrieve the search description for item lines, improving report accuracy (PT). [mpisana]
- Updated the invoice XML port for BE to use management for order reference and VAT, ensuring accurate data in electronic invoices. [albertodone]
- Enhanced the DocuFlow preview with PDF functionality and record filtering, making it easier to manage and review documents. [albertodone]
- Enabled PDF generation for sales invoices and credit memos in document processing, streamlining document creation and sharing. [albertodone]
🛍️ Sales
- Corrected order number assignment in the sales order line update procedure, ensuring accurate order tracking and processing. [mpisana]
- Set decimal places for cost and price fields in the Item Ledger Entries page, ensuring consistent and accurate financial data. [albertodone]
📦 Logistic
- Updated vendor retrieval logic in the warehouse receipt import procedure, improving accuracy and reducing errors in warehouse operations. [albertodone]
⚙️ System
- Renamed Subscription & Recurring Billing to Subscription Billing in app.json, ensuring consistent terminology across the system. [albertodone]
- Added a key to enhance performance in specific processes, improving system speed and efficiency. [albertodone]
- Updated the page ID for Issued Bill Lines Analysis to ensure correct referencing and functionality. [albertodone]
🔧 Other Changes
⚙️ System
- Added Commissions dependency to the Board Interface app.json, enabling integration with commission-related features. [albertodone]
- Improved performance across multiple areas, ensuring faster and more reliable system operations. [albertodone]
- Updated the version of Common Data Layer to 24.0.0.0 across multiple apps, ensuring compatibility and stability. [albertodone]
✨ Features
💰 Finance
- Added Vendor Shipment No. field to the Purchase Order List in the Accounting Role Center. This allows users to track vendor shipment numbers directly from the purchase order list, improving visibility and traceability for accounting tasks. [mpisana]
- Updated the retrieval process for VAT registration numbers on the Vendors page. This ensures more accurate and efficient handling of VAT-related information for compliance and reporting. [albertodone]
- Added customization to control the visibility of EDocuments in the Accounting Role Center. Users can now manage document visibility based on their preferences, streamlining document handling and improving focus. [mpisana]
- Portugal localization: Added a search description field to the Item Card and Item List. This enhancement simplifies item searches, making it easier to find products based on descriptions. [mpisana]
📦 Logistic
- Enhanced DocuFlow to support Peppol 3.0 and added user settings for document previews. This update ensures compliance with the latest e-invoicing standards and allows users to customize how document previews are displayed. [albertodone]
⚙️ System
- Added a dependency for the Role Center in the Profile BE application. This ensures smoother integration and functionality for users working with specific role centers. [albertodone]
- Adjusted the placement of the Name field on the Employee Card extension. This improves the layout and usability of the Employee Card, making it easier to view and edit employee details. [albertodone]
- Refactored and improved site validation logic in the E-Document processing workflow. This enhancement ensures more reliable validation of document-related data, reducing errors during processing. [mpisana]
🪲 Bug Fixes
⚙️ System
- Removed a duplicate dependency for the Role Center in the Profile BE application. This resolves potential conflicts and ensures smoother system performance. [albertodone]
✨ Features
💰 Finance
- Renamed the CreateAndSendEDoc action to SendEDoc for improved clarity in the E-Document process. This makes the action's purpose more intuitive for users. [albertodone]
- Added a preview functionality for DocuFlow attachments and stylesheets, allowing users to review documents before finalizing them. [albertodone]
- Introduced stylesheets for XML preview, enabling users to view XML documents in a more structured and readable format. [albertodone]
- Added a permission set for E-Document administration, providing better access control for managing electronic documents. [albertodone]
- Enhanced the Trial Balance report by adding an Excel export functionality, making it easier to analyze financial data in external tools. [albertodone]
- Improved electronic document handling and log management, ensuring better tracking and troubleshooting of document-related processes. [albertodone]
- Enhanced cost regulation handling in Intrastat lines for both sales and purchases, ensuring compliance with reporting requirements. [albertodone]
- Implemented ledger entry management for CONAI (Italian packaging tax) in purchase invoices and vendor transactions, ensuring compliance with local regulations. [albertodone]
- Updated Portuguese reports and added support for the Portuguese language, along with a refactor of printed count logic for improved accuracy. [mpisana]
- Enhanced Intrastat line processing by adding logic for document origin and entry point, improving accuracy in reporting. [albertodone]
🛍️ Sales
- Added an E-Mail field to the Order Address List, enabling users to store and access email addresses directly in the list. [albertodone]
🛒 Purchase
- Added an E-Mail field to the Vendor List, allowing users to manage vendor email addresses more efficiently. [albertodone]
🌐 General
- Added the Issued Bill Lines Analysis page and updated the related permission set, providing users with better tools for analyzing issued bills. [albertodone]
- Added the E-Document Arxivar Connector and customized related pages for profiles in Belgium and Germany, streamlining electronic document management in these regions. [mpisana]
🪲 Bug Fixes
💰 Finance
- Fixed an issue in the E-Document module for Belgium and Germany electronic invoicing, ensuring proper functionality and compliance. [albertodone]
- Corrected the name of E-Document in the app.json file for better clarity and consistency. [albertodone]
🔧 Other Changes
⚙️ System
- Updated the Electronic Invoice functionality for Belgium and Germany, ensuring compatibility and improved performance. [mpisana]
✨ Features
💰 Finance
- Added Fixed Asset Depreciation Book Report, enabling users to generate detailed reports for asset depreciation, improving financial analysis and compliance. [albertodone]
- Added Balance Account Name field to the General Journal page, providing better visibility into account details during journal entry processes. [albertodone]
- Added actions for Periodic VAT Settlement and Calculation in the Accounting Role Center for Italy, streamlining VAT processes for Italian users. [mpisana]
- Added external document number assignment in the journal line posting process, ensuring better traceability and alignment with external systems. [albertodone]
🛍️ Sales
- Enhanced the Sales Details API to calculate Open Price for Shipment, providing more accurate pricing information for sales analysis. [albertodone]
📦 Logistic
- Enhanced packaging type retrieval by adding manufacturer code filtering, improving accuracy in selecting packaging types for shipments. [albertodone]
- Added a Location List Base extension with new fields for location management, offering better control and visibility over warehouse locations. [mpisana]
⚙️ System
- Implemented attachment management and viewing in the DocuFlow module, allowing users to upload, view, and manage attachments directly within the system. [albertodone]
- Enhanced the DocuFlow Libraries page with tooltips and visibility adjustments, improving usability and navigation for users. [albertodone]
- Updated the JSON object construction for the Document Type in the DocuFlow module, ensuring compatibility with external systems. [albertodone]
🪲 Bug Fixes
💰 Finance
- Fixed an issue with the Sales Shipment Header COA document template for Portugal, ensuring accurate document generation for compliance. [mpisana]
- Updated the email sending process for the Certificate of Analysis, ensuring emails are sent correctly and improving communication reliability. [mpisana]
🛍️ Sales
- Fixed an issue with printing multiple copies of the Shipment Document report, ensuring users can now print the correct number of copies as needed. [mpisana]
📦 Logistic
- Updated the Items API to use the consolidation code instead of the item category, improving data consistency and reporting accuracy. [albertodone]
⚙️ System
- Reset the ArxivarNext API endpoint in the DocuFlow site management procedure for sandbox environments, ensuring proper API functionality during testing. [mpisana]
- Cleared the security vault key and reset user credentials in the DocuFlow site management process, enhancing security and user management. [mpisana]
- Simplified validation logic for vendor fields in the Purchase Header restoration, reducing errors and improving usability. [albertodone]
- Handled empty user backup filters in the User Task Filter Management, ensuring smoother user experience and preventing errors. [mpisana]
- Updated the Closed Customer Ledger API to include Italian bank fields, improving financial reporting for Italian users. [albertodone]
🔧 Other Changes
⚙️ System
- Added an event subscriber to apply the payment method from the customer bill header, automating payment method assignment and reducing manual effort. [albertodone]
✨ Features
💰 Finance
- Added Italian External API app to manage Italian Fields on PBI and Credit Mixer API calls. This enables compliance with Italian-specific financial reporting and credit management requirements. [albertodone]
- Updated Closed Customer Ledger and Open Customer Ledger APIs to include new fields and logic. This provides more detailed and accurate customer ledger data for financial analysis. [albertodone]
- Enhanced PBI Closed Customer Ledger and Open Customer Ledger APIs with additional fields and logic. Users can now access improved data granularity for Power BI reporting. [albertodone]
🛒 Purchase
- Implemented Purchase Price Tracking management and UI for invoices and orders. This allows users to track historical purchase prices directly on invoices and orders, improving cost analysis and vendor negotiations. [albertodone]
🛍️ Sales
- Added Price Tracing functionality in the Blanket Sales Order Subform. Users can now trace historical pricing directly within the subform, enabling better pricing decisions and customer negotiations. [albertodone]
🪲 Bug Fixes
💰 Finance
- Removed an unnecessary posting date filter in customer ledger entry retrieval. This ensures that all relevant entries are displayed without restrictions, improving data accuracy for financial reporting. [albertodone]
🛒 Purchase
- Corrected caption and area casing in the Purchase Price Tracking page. This improves the visual consistency and usability of the page. [albertodone]
- Fixed error handling for the undo function on invoiced purchase receipt lines. Users can now undo these lines without encountering errors, ensuring smoother corrections in purchase processes. [albertodone]
🛍️ Sales
- Added support for opening Blanket Sales Orders (BSO) and Blanket Purchase Orders (BPO) directly from the Message Center Task Item. This streamlines navigation and improves efficiency for users managing blanket orders. [mpisana]
- Added support for Sales Credit Memo in Docuflow functions. This enables smoother document workflows for credit memos, reducing manual effort. [mpisana]
🌐 General
- Enhanced language code retrieval in extended text for document processing. This ensures that the correct language is applied consistently across documents, improving localization accuracy. [mpisana]
- Removed an unused variable in the Expenses Subform and enhanced journal report logic. This improves system performance and ensures accurate reporting. [mpisana]
🔧 Other Changes
⚙️ System
- Added error handling and validation improvements to the system change description. This enhances system stability and reduces the likelihood of unexpected errors during operations. [albertodone]
✨ Features
💰 Finance
- Added fixed asset management actions to the Accounting Role Center. This allows users to manage fixed assets more efficiently, directly from their role center. [mpisana]
- Enhanced the document summary buffers by including item reference number fields and fixed quantities. This provides more detailed and accurate summaries for financial documents. [mpisana]
- Added VAT exemption text retrieval to the Invoice Document report extension, ensuring that VAT exemption details are automatically included in reports where applicable. [mpisana]
📦 Logistic
- Added page customizations for external logistics and updated the profile to better align with logistics workflows. [mpisana]
- Introduced the Req. Worksheet Ext. Whse Setup page with related filters, enabling users to apply warehouse-specific configurations directly in the requisition worksheet. [mpisana]
- Added an OnOpenPage trigger to filter the location code for external logistics, ensuring that users see only relevant data based on their location. [mpisana]
🛒 Purchase
- Added vendor fields and moved the expense line functionality to the next month, improving vendor management and expense tracking processes. [mpisana]
🪲 Bug Fixes
💰 Finance
- Corrected the currency conversion logic in the Purchase Details API, ensuring accurate currency calculations for purchase transactions. [albertodone]
- Updated the caption for the Invoice Document report, improving clarity for users when working with E-Invoices. [albertodone]
- Restored visibility of the Balance Due field and updated the drilldown logic for the Factorized Amount, ensuring users can access and analyze these fields correctly. [albertodone]
- Corrected the expected cost calculation for item ledger entries, ensuring accurate cost tracking for financial reporting. [albertodone]
📦 Logistic
- Repositioned the Exposure field in the Customer Statistics FactBox layout, improving usability and visibility for users analyzing customer data. [albertodone]
- Commented out the filter for location code in the Import action on the Role Center page, resolving issues with location-based filtering during imports. [mpisana]
💳 Credit
- Added functionality to force activation of customer credit lines, ensuring that credit lines are correctly activated when required. [albertodone]
🔧 Other Changes
⚙️ System
- Updated the system configuration to enhance performance and improve the overall user experience. [albertodone]
✨ Features
💰 Finance
- Added dependency for Commission calculations to the Board Interface application. This ensures that commission-related data is accurately integrated into financial workflows, improving reporting and decision-making. [albertodone]
- Updated purchase header handling to include the Amount Including VAT field. This change ensures that VAT-inclusive amounts are visible and correctly calculated, simplifying invoice reviews and compliance. [mpisana]
- Added the Amount Including VAT field to the Sales Lines extension layout. Users can now view VAT-inclusive amounts directly in sales documents, improving clarity and reducing manual calculations. [albertodone]
- Extended invoice handling to include purchase credit memos in DocuFlow. This enhancement ensures that credit memos are seamlessly integrated into document workflows, improving accuracy and traceability. [mpisana]
- Enhanced file upload handling in DocuFlow by managing temporary records. This improvement ensures smoother file management and reduces errors during document uploads. [mpisana]
- Increased the length of the External Document Number field. This allows users to store longer reference numbers, accommodating more complex external systems and improving data consistency. [albertodone]
🛍️ Sales
- Added an action to update customer information in open sales orders. Users can now modify customer details directly in active orders, ensuring accuracy and reducing the need for manual corrections. [albertodone]
🪲 Bug Fixes
💰 Finance
- Fixed the calculation of not confirmed quantities and amounts for blanket sales and purchase lines when derived orders are deleted. This ensures accurate financial data and prevents discrepancies in reports. [albertodone]
- Corrected the retrieval of first entry and last sales entry dates in APIs. This fix ensures that external systems receive accurate date information, improving integration reliability. [albertodone]
🔧 Other Changes
⚙️ System
- Updated AL-Go System Files to the latest version from Microsoft. This ensures compatibility with the latest platform updates and improves overall system stability. [albertodone]
- Updated the runtime version to 15.0 across all application modules. This change ensures that all modules are running on the latest supported version, improving performance and compatibility. [albertodone]
✨ Features
💰 Finance
- Added preview pane functionality in the Expenses Card DocuFlow Factbox. Users can now view document details directly upon opening the page, improving efficiency in expense management. [albertodone]
- Enhanced credit management calculations and updated the Customer Statistics FactBox to display more accurate customer data, including negative exposure values. This helps users better assess credit risk. [albertodone]
- Added Exposure field to the Customer Statistics FactBox, enabling users to track exposure values directly within customer statistics for improved financial insights. [mpisana]
- Updated error handling for document sending processes to display messages instead of errors, ensuring smoother workflows and clearer communication when issues arise. [mpisana]
- Implemented auto invoice functions for customer details in DocuFlow management, streamlining invoice creation and reducing manual effort for finance teams. [mpisana]
🛍️ Sales
- Updated page navigation to show posted documents in Message Center management, allowing users to quickly access finalized sales-related documents. [albertodone]
- Added support for opening the document card instead of lists in Message Center management, enabling users to view detailed document information more efficiently. [albertodone]
🛒 Purchase
- Added CSR Purch. field to Blanket Purchase Order Subform extensions, providing users with additional tracking capabilities for purchase commitments. [mpisana]
- Enhanced document entry handling by modifying existing entries when insert failures occur, ensuring smoother data management during procurement processes. [mpisana]
📦 Logistic
- Added support for Transfer Shipment Line in Document Report Management, enabling users to include shipment line details in logistics reports for better tracking and documentation. [albertodone]
🪲 Bug Fixes
💰 Finance
- Fixed layout issues in the Customer Statistics FactBox by commenting out move commands, ensuring a cleaner and more user-friendly interface. [albertodone]
- Limited the length of document IDs in purchase order data for XML output, preventing errors and ensuring compatibility with external systems. [albertodone]
🔧 Other Changes
⚙️ System
- Added User ID field to the Posted Purchase Receipt page extension, allowing users to track who processed receipts for improved accountability. [mpisana]
- Refactored and simplified title extraction logic in Message Center management, improving system performance and reducing complexity for users. [albertodone]
- Added XML With Stylesheet field to the DocuFlow Library and updated related logic, enabling users to manage XML documents with embedded stylesheets for better formatting and presentation. [mpisana]
- Updated date formatting in DocuFlow entries and enhanced deletion logic, ensuring consistent date displays and smoother record management. [mpisana]
- Added document year filtering for vendor invoices and credit memos during Arxivar imports, allowing users to focus on relevant documents and streamline import processes. [mpisana]
✨ Features
💰 Finance
- Added posting description to Purchase Credit Memos and Invoices, enabling users to include detailed descriptions for better clarity in financial records. [mpisana]
- Customized Chart of Accounts layout to hide unnecessary fields for Italy, simplifying the view for accountants and improving usability. [mpisana]
- Added reminder and issued reminder activities to the Accounting Sales Role Center page, helping users track and manage reminders directly from their role center. [mpisana]
🛍️ Sales
- Adjusted posting date for sales orders and purchase orders created from blanket orders, ensuring accurate posting dates for better alignment with financial processes. [albertodone]
- Added actions for downloading and printing Certificate of Analysis in the Sales Shipment Card, allowing users to easily access and share quality assurance documents. [albertodone]
🛒 Purchase
- Added posting date field to the Blanket Purchase Order page, enabling users to specify and track posting dates directly on blanket purchase orders. [mpisana]
- Added actions for Item By Event in the Purchase Requisition Worksheet page, improving item tracking and event-based procurement processes. [mpisana]
📦 Logistic
- Added actions for Item and Lot by Event in the Requisition Worksheet page, enhancing inventory management and event-based tracking capabilities. [mpisana]
- Added Frame Size field to the DocuFlow Library, resolving refresh issues and improving document management workflows. [albertodone]
- Added a new Work Order report, providing users with a detailed overview of work orders for better operational tracking. [albertodone]
⚙️ System
- Added dependencies for Common Data Layer and Doc Shipping Common Data Layer to the Packing App, ensuring seamless integration and improved functionality. [albertodone]
- Added Doc. Shipping Info management and personalized Doc. Shipping Info and Factbox pages, enabling users to manage and customize shipping information more effectively. [albertodone]
- Implemented EDocArx Document Type management and related UI components, enhancing document type handling and user interface customization. [mpisana]
- Enhanced employee location retrieval with a default location option and introduced a new token: MYDEFAULTLOCATIONS, simplifying location management for employees. [mpisana]
- Updated create labels on Excel file creation, improving label generation for exported files. [mpisana]
🪲 Bug Fixes
💰 Finance
- Reordered date fields in the PO/BPO page for better clarity, ensuring users can easily identify and manage date-related information. [mpisana]
- Corrected page customization name for the Chart of Accounts layout, resolving naming inconsistencies and improving customization accuracy. [mpisana]
- Removed hidden shortcut dimension fields in the Purchase Invoice Subform, simplifying the view and eliminating unnecessary fields. [mpisana]
📦 Logistic
- Updated variant mandatory logic in the warehouse receipt export process, ensuring accurate handling of mandatory variants during exports. [albertodone]
- Enabled export and import functionality for warehouse receipts, allowing users to manage warehouse receipt data more efficiently. [albertodone]
- Handled zero ETA in Requisition Line availability days calculation, ensuring accurate availability calculations even when ETA is not provided. [mpisana]
- Added decimal places for the Cost Regulation field in the Entry/Exit Point table, improving precision in cost calculations. [albertodone]
- Increased field size for Code and Description in the Employee Timetable, allowing users to input longer and more detailed information. [albertodone]
🔧 Other Changes
⚙️ System
- Updated dependencies and improved system integration for better performance and compatibility across modules. [albertodone]
✨ Features
💰 Finance
- Added empty GUID handling in document flow management procedures to ensure smoother processing of documents with missing identifiers. This prevents errors and improves document tracking. [mpisana]
- Updated the Accounting Role Center layout to include E-Document activities, providing users with quicker access to e-document management tools. [mpisana]
- Added factoring amount calculation to credit management processes, enabling users to calculate and track amounts related to factoring agreements directly in the system. [albertodone]
- Introduced new fields for factorized amounts and filters in the Customer Finance extension, allowing users to better manage and analyze customer financial data. [albertodone]
- Added Italian translations for Reminder Emails, ensuring better localization and usability for Italian-speaking users. [mpisana]
- Added fields for Purchase and Sales Invoice and Credit Memo Posting Nos. in category setups, enabling more granular control over posting number assignments. [albertodone]
- Added country of origin retrieval for Intrastat lines in report processing, improving compliance with reporting requirements for international trade. [albertodone]
- Added cost regulation field to Intrastat Line and Entry/Exit Point tables, allowing users to manage cost adjustments more effectively in Intrastat reporting. [albertodone]
- Added original due date field to the Customer Ledger Entries page, helping users track and manage payment deadlines more efficiently. [mpisana]
- Updated the Requisition Line to calculate the Due Date based on availability days, improving accuracy in procurement planning. [mpisana]
🛍️ Sales
- Added a Chat Add-In page to the Warehouse Receipt and hid standard notes, enabling users to communicate more effectively within the system while maintaining a cleaner interface. [albertodone]
- Added email templates for order cancellation, closure, delay, and modification, streamlining communication with customers and improving operational efficiency. [mpisana]
- Added Promised Delivery Date field to the Sales Order page, helping users manage customer expectations and track delivery commitments. [mpisana]
- Updated labels in the Sales Document VAT Details report for clarity and consistency in English terminology, ensuring better understanding of VAT details. [albertodone]
🛒 Purchase
- Added Vendor Credit Memo number field to the Posted Purchase Credit Memos page, making it easier to track and reference vendor credit memos. [mpisana]
- Added customizations for Purchase Invoice and related forms, improving usability and alignment with specific accounting requirements. [mpisana]
- Added integration for purchase invoices management, enabling seamless handling of purchase invoices with external systems. [mpisana]
📦 Logistic
- Added Lot No. and Variant Code fields to the Item Ledger Entries page, providing users with more detailed tracking of inventory movements. [mpisana]
- Added a bill of lading number field to the Import Requisition Line Tracking Summary, improving traceability for imported goods. [mpisana]
- Added Lot information to the Return Shipment reporting, enhancing visibility into returned inventory. [albertodone]
- Added sorting by date field and updated logic for using global FIFO on the Select Entries page in Item Tracking Lines, improving inventory management workflows. [albertodone]
- Blocked the Combine Shipment report and prompted users to use the Extended Combined Shipment, ensuring users follow the updated process for shipment consolidation. [albertodone]
💳 Credit
- Added a new Credit Management module with event subscribers and permissions, enabling users to better manage credit-related processes and ensure compliance with company policies. [mpisana]
⚙️ System
- Added a new app for Base IT for Italy, providing localized functionality tailored to Italian business requirements. [albertodone]
- Updated dependencies in app.json for the Finance IT application, ensuring compatibility with the latest system updates. [albertodone]
🪲 Bug Fixes
💰 Finance
- Corrected the version number in the Document Report IT and updated dependencies, ensuring proper version tracking and compatibility. [albertodone]
- Fixed an issue in the Payment Terms extension to correct layout control references, improving the accuracy of payment term displays. [mpisana]
- Scheduled item history cost calculation now only runs for valid costing periods, preventing errors in cost reporting. [albertodone]
🛍️ Sales
- Corrected the management of Dis. Ord. Corr. on Credit Memo, ensuring accurate handling of discounts and corrections. [albertodone]
🛒 Purchase
- Updated field order and validation for Vendor Shipment and B/L Number, improving data accuracy and usability. [albertodone]
- Prevented processing of item journal lines with charges in CheckCountryOfOrigin, ensuring compliance with country-specific requirements. [albertodone]
📦 Logistic
- Enhanced the Pack Tax Purch Summary report, improving the accuracy and clarity of tax-related summaries. [albertodone]
- Removed the "shpt date" field in the shipment report for Spain, aligning the report with local requirements. [mpisana]
⚙️ System
- Fixed app.json, resolving configuration issues and ensuring proper system functionality. [mpisana]
🔧 Other Changes
⚙️ System
- Added a permission set for the Arxivar connector, improving security and access control for document management integrations. [mpisana]
- Renamed files to improve organization and clarity in the system. [albertodone]
✨ Features
💰 Finance
- Split fields for Purchase and Sales Invoice Posting Nos. and Credit Memo Posting Nos. in category setups. Users can now define separate posting numbers for invoices and credit memos, improving clarity in financial reporting. [mpisana]
- (IT) Added country of origin retrieval for Intrastat lines in report processing for Italy. This ensures compliance with Italian Intrastat reporting requirements. [mpisana]
- (IT) Implemented Causale tags and order data handling in E-Invoice processing. Users can now include specific tags and order details in electronic invoices, enhancing compliance and accuracy. [mpisana]
- (IT) Added cost regulation field to Intrastat Line and Entry/Exit Point tables. This enables users to manage cost adjustments directly within Intrastat reporting. [mpisana]
- (IT) Added cost regulation by quantity in Intrastat management and entry points. Users can now calculate costs based on quantities, improving accuracy in Intrastat reporting. [mpisana]
🛍️ Sales
- Blocked Combine Shipment report and added a prompt to use Extended Combined Shipment. This ensures users leverage the enhanced shipment functionality for better consolidation and reporting. [albertodone]
- Added validation for location code when copying documents from Sales Orders. This prevents errors caused by invalid location codes during document duplication. [mpisana]
- Added new email templates for Italy. Users can now utilize localized templates for email communications, ensuring consistency and compliance. [albertodone]
🛒 Purchase
- Updated requisition line to calculate Due Date based on availability days. This helps purchasers plan better by automatically adjusting due dates based on stock availability. [mpisana]
- Updated linked Sales Order in Purchase Line and linked Purchase Order in Sales Line. Users can now easily track connections between sales and purchase documents, improving visibility and coordination. [albertodone]
📦 Logistic
- Added Lot information on Return Shipment reporting. Users can now track lot details in return shipments, improving traceability and inventory management. [albertodone]
- Added assembly order cue type and activities page for the logistic role center. This provides warehouse staff with quick access to assembly order tasks, streamlining operations. [albertodone]
⚙️ System
- Added API pages for Customers and Vendors to integrate with external systems like Arxivar. This allows users to streamline customer and vendor data management across platforms. [albertodone]
- Created a new role center for accounting IT. This provides Italian accountants with a tailored workspace for managing financial tasks efficiently. [albertodone]
- Added page extension for Profile Assembly Orders with location filtering. Users can now filter assembly orders by location, improving navigation and task management. [albertodone]
- Added profiles for Accounting Purchases and Sales with customizations. These profiles offer tailored views and actions for accounting tasks, simplifying workflows. [albertodone]
- Added Accounting Purchase and Sales Role Center pages with actions and layout. This enhances usability for accounting teams by providing dedicated role centers for purchase and sales tasks. [albertodone]
🪲 Bug Fixes
💰 Finance
- Scheduled item history cost calculation now only runs for valid costing periods. This prevents errors and ensures accurate cost calculations. [mpisana]
📦 Logistic
- Updated location code validation in Import Requisition Worksheet to prevent invalid location codes. This ensures accurate location data during requisition imports. [mpisana]
- Prevented processing of item journal lines with charges in CheckCountryOfOrigin. This resolves errors caused by invalid country of origin data in journal lines. [mpisana]
⚙️ System
- Commented out unused GetWorkingDocument procedure in sales report extension. This improves system performance by removing unnecessary code. [mpisana]
🔧 Other Changes
⚙️ System
- Removed unused currency code variable from payment lines factbox page. This simplifies the page layout and eliminates redundant elements. [albertodone]
✨ Features
💰 Finance
- Added Rounding Precision field to Packaging Tax Rate. This allows users to define precise rounding rules for tax calculations, ensuring compliance with tax regulations and improving accuracy in financial reporting. [albertodone]
- Enhanced Packaging Tax Entry and Tax Rate calculation by adding Source Country/Region Code, Source VAT Business Posting Group, and Source Location Code. This provides more detailed tax rate configurations for better tracking and reporting. [albertodone]
- Added "Vend. Aging Forecast XLSX" report. Users can now generate aging forecasts for vendor balances in Excel format, improving analysis and decision-making for accounts payable. [albertodone]
- Added Sales Document List with VAT Details report. This report provides detailed VAT information for sales documents, helping users ensure compliance and streamline VAT reporting. [albertodone]
- Added Export in CSV format for IEPNR tax in Spain. Users can now export tax data in a standardized format for easier submission to Spanish tax authorities. [albertodone]
🛍️ Sales
- Updated linked Sales Order in Purchase Line and linked Purchase Order in Sales Line. Users can now easily navigate between related sales and purchase documents, improving traceability and workflow efficiency. [mpisana]
- Added validation for location code when copying documents from Sales Order. This ensures that copied documents maintain accurate location information, reducing errors in sales processes. [mpisana]
- Added an option to disable order correction on credit memo posting in Sales Setup. This provides users with more control over credit memo processing, preventing unintended changes to posted orders. [albertodone]
- Added new email templates for Italy. These templates simplify communication with Italian customers, ensuring compliance with local standards and improving efficiency in email correspondence. [mpisana]
🛒 Purchase
- Added validation for due date and country of origin in Requisition Line Tracking. This ensures accurate tracking of requisition lines, improving procurement workflows and compliance. [mpisana]
- Updated location code in Purchase Requisition Worksheet. This ensures that requisition worksheets reflect accurate location information, reducing errors in purchase planning. [mpisana]
📦 Logistic
- Added assembly order cue type and activities page for the Logistic Role Center. This provides warehouse staff with better visibility into assembly orders and related activities, improving operational efficiency. [mpisana]
- Updated description for inserting Lot No. Information. This change clarifies the process for adding lot numbers, reducing confusion and improving inventory tracking. [albertodone]
⚙️ System
- Created a new role center for accounting IT. This role center provides IT staff with tailored tools and actions for managing accounting-related configurations and processes. [mpisana]
- Added page extension for Profile Assembly Orders with location filtering. This allows users to filter assembly orders by location, improving navigation and operational control. [mpisana]
- Added profiles for Accounting Purchases and Sales with customizations. These profiles streamline workflows for accounting staff, providing tailored tools for managing purchases and sales. [mpisana]
- Added Role Center pages for Accounting Purchases and Sales with actions and layouts. These pages improve usability and efficiency for accounting staff managing purchase and sales processes. [mpisana]
- Added DocuFlow Factbox to the Issued Reminder Card page. This provides users with quick access to document flow information, improving visibility and workflow efficiency. [mpisana]
🪲 Bug Fixes
🛍️ Sales
- Fixed deletion functionality in Message Center to prevent empty messages from being created after converting Blanket Orders to Orders. This ensures cleaner message handling and reduces clutter. [albertodone]
- Updated Open Price in Sales Detail tables. This resolves issues with incorrect field references, ensuring accurate data handling. [albertodone]
- Updated Sales Detail filter to exclude 'NEW' security status in API. This prevents unintended inclusion of new security statuses in API responses, improving data accuracy. [albertodone]
⚙️ System
- Adjusted context menu positioning for better visibility in the chat interface. This improves usability and ensures that menus are displayed correctly during interactions. [albertodone]
- Escaped DSNavKey in RefreshDocuFlowEntriesFromRecRef for proper URI handling. This resolves issues with incorrect URI formatting, ensuring smooth document flow operations. [albertodone]
✨ Features
💰 Finance
- Added checklist management with setup and line functionalities. This allows users to create, manage, and track checklists for financial processes, improving task organization and compliance tracking. [albertodone]
- Introduced the Sales Document List with VAT Details report. Users can now generate detailed VAT reports for sales documents, ensuring compliance with tax regulations. [albertodone]
- Enhanced Packaging Tax Entry and Tax Rate calculation. This ensures accurate tax calculations for packaging-related transactions, reducing errors in tax reporting. [albertodone]
- Added the ability to export VAT data in CSV format for Spain. This simplifies tax reporting by enabling users to generate exportable files for external systems. [albertodone]
- Added document type filtering to the VAT statement and settlement line processing. This allows users to filter VAT data by document type, improving accuracy and efficiency in tax reporting. [albertodone]
🛍️ Sales
- Implemented archiving functionality for price lists. Users can now archive outdated price lists, keeping their pricing data organized and relevant. [albertodone]
- Added status fields and fact boxes to the Fixed Assets EDS Card and List pages. This provides users with a clearer overview of asset statuses and related details. [albertodone]
- Enhanced document type filtering in Sales Detail Management. This improves the ability to filter and manage sales data by document type, streamlining sales processes. [mpisana]
- Added Payment Method Code field to the Sales Order List (profile accounting). This helps users quickly identify and manage payment methods for sales orders. [mpisana]
🛒 Purchase
- Updated the location code in the Purchase Requisition Worksheet. This ensures accurate location tracking for purchase requisitions, improving inventory and procurement management. [mpisana]
- Added the Variant Code field to the Purchase Return Order Subform. This allows users to specify item variants in purchase return orders, improving accuracy in returns processing. [mpisana]
📦 Logistic
- Added an item tracking summary page and enhanced requisition line tracking fields. This provides users with a consolidated view of item tracking details, improving inventory management and traceability. [mpisana]
💳 Credit
- Added exposure factoring filters and fields to customer ledger entries. This enables users to better analyze and manage customer credit exposure, improving credit control processes. [mpisana]
🪲 Bug Fixes
💰 Finance
- Updated the field ID for Open Price in Sales Detail tables. This resolves issues with incorrect field references, ensuring accurate data handling. [albertodone]
- Fixed the Sales Detail filter to exclude the 'NEW' security status in the API. This ensures that only relevant data is included in API responses. [albertodone]
- Updated Intrastat report line processing to use the location post code. This improves the accuracy of Intrastat reporting for compliance purposes. [albertodone]
- Fixed the transport method assignment in Intrastat report processing. This ensures correct transport method data is included in reports, improving compliance. [mpisana]
- Updated the print CoA procedure. This resolves issues with printing the Chart of Accounts, ensuring accurate and complete output. [mpisana]
🛍️ Sales
- Fixed the deletion functionality in the Message Center. Users can now delete messages without encountering errors, improving communication management. [albertodone]
- Fixed an issue where empty messages were created after converting a Blanket Order to an Order. This ensures clean and accurate message handling during order conversions. [albertodone]
🛒 Purchase
- Added the Load-from Code field to the Blanket Purchase Orders page. This resolves issues with missing data, ensuring accurate purchase order processing. [mpisana]
⚙️ System
- Adjusted context menu positioning for better visibility in the chat interface. This improves usability by ensuring menus are displayed in accessible locations. [albertodone]
- Escaped DSNavKey in RefreshDocuFlowEntriesFromRecRef for proper URI handling. This resolves issues with incorrect URI processing, ensuring smooth system operations. [albertodone]
- Increased the description field length in the Add. Cost Purchase Line table. This allows users to input longer descriptions, improving data clarity and flexibility. [albertodone]
🔧 Other Changes
⚙️ System
- Enhanced company management with updates to the system indicator and display name. This provides clearer identification of companies within the system, improving user navigation. [albertodone]
✨ Features
💰 Finance
- Added exposure factoring filters and fields to Customer Ledger Entries. This allows users to better analyze and manage factoring processes directly within the ledger, improving visibility into customer exposure. [mpisana]
- Enhanced VAT statement and settlement line processing with document type filtering. Users can now filter VAT-related entries by document type, simplifying tax reporting and reconciliation. [albertodone]
- Added bank account field to Receivables Cartera Docs (ES). This provides users with direct visibility into the associated bank account for receivables, streamlining financial tracking. [mpisana]
- Added status fields and fact boxes to Fixed Assets EDS Card and List Pages. Users can now view asset statuses and related details at a glance, improving asset management efficiency. [albertodone]
🛍️ Sales
- Added Payment Method Code field to Sales Order List customization for accounting profiles. This enables users to quickly identify and manage payment methods directly from the sales order list, enhancing payment tracking. [mpisana]
- Implemented archiving functionality for Price Lists. Users can now archive outdated price lists, keeping the system organized and ensuring only relevant pricing data is active. [albertodone]
📦 Logistic
- Added item tracking summary page and enhanced requisition line tracking fields. Users can now view summarized tracking details and manage requisition lines more effectively, improving inventory control and traceability. [mpisana]
- Added Variant Code to Purchase Return Order Subform. This allows users to specify and manage item variants directly within purchase return orders, ensuring accurate returns processing. [mpisana]
⚙️ System
- Enhanced company management with system indicator and display name updates. Users can now easily identify the active company and its display name, reducing confusion when working across multiple companies. [albertodone]
- Added new app - Profile IT. This introduces additional functionality tailored to specific user profiles, improving customization options. [mpisana]
🪲 Bug Fixes
💰 Finance
- Updated Intrastat report line processing to use location post code. This ensures accurate reporting of Intrastat data based on location, improving compliance with EU regulations. [albertodone]
- Enhanced packaging tax management by refining tax rate filtering logic. Users can now apply tax rates more accurately, reducing errors in tax calculations. [albertodone]
- Updated Intrastat report line fields based on document type and transport method. This improves the accuracy of Intrastat reporting by aligning fields with the correct transaction details. [albertodone]
- Corrected transport method assignment in Intrastat report processing. This resolves errors in transport method categorization, ensuring compliance with reporting standards. [mpisana]
🛒 Purchase
- Added Load-from Code field to Blanket Purchase Orders page. This provides users with additional filtering options for purchase orders, improving procurement management. [mpisana]
⚙️ System
- Added Common Data Layer dependency to the Base ES application. This ensures compatibility and stability when integrating with other applications, reducing system errors. [mpisana]
- Increased description field length in Additional Cost Purchase Line table. Users can now input longer descriptions, improving clarity and detail in purchase records. [albertodone]
- Added ADMIN365 user to permission check in Correction Management. This ensures administrative users have the necessary permissions for correction processes, improving security and control. [albertodone]
- Updated print CoA procedure. This resolves issues with printing the chart of accounts, ensuring accurate and complete outputs. [mpisana]
🔧 Other Changes
⚙️ System
- Refactored SendPrintJob to a public procedure in the OnPrem Print codeunit. This improves system extensibility and allows users to customize print job handling more effectively. [mpisana]
✨ Features
💰 Finance
- New document templates have been added specifically for Portugal, enhancing compliance and usability for users operating in that region. [mpisana]
- Users can now update journal template names in both G/L and VAT entries, streamlining the management of financial records. [albertodone]
📦 Logistic
- Users can now restart job queue entries that are in an error status for external logistics, allowing for smoother processing and resolution of issues without needing to manually intervene. [mpisana]
- The tracking log has been enhanced with qualifier assignment and new enum values, improving the ability to categorize and track items effectively. [mpisana]
🪲 Bug Fixes
💰 Finance
- The payment due date logic in the Invoice Document extension for Spain has been updated, ensuring that due dates are calculated correctly for better cash flow management. [mpisana]
- The packaging material code recalculation during the tax rate rebuilding on invoices has been updated, ensuring accurate tax calculations. [albertodone]
- The space separator in the Invoice Document for Slovakia has been corrected, enhancing the clarity of the document layout. [mpisana]
- The space separator in the Invoice Document for Hungary has also been corrected, ensuring consistency in document presentation. [mpisana]
📦 Logistic
- The tracking filter logic for non-transfer line entries in item tracking has been enhanced, ensuring more accurate filtering and reporting of items. [albertodone]
- The correct subtype is now set for sales and purchase document details in packaging, improving the accuracy of document processing. [albertodone]
🛍️ Sales
- The error message for existing CRM orders during sales order processing has been updated, providing clearer guidance to users when issues arise. [albertodone]
- Fields have been marked as obsolete with appropriate reasons, helping users understand which fields are no longer in use and why. [mpisana]
- The handling of temporary CRM orders in Sales Order Activities has been improved, allowing for better management of these orders. [albertodone]
- The dimensions of the logo have been adjusted, ensuring that branding appears correctly across all documents. [mpisana]
🔧 Other Changes
⚙️ System
- A new system change has been implemented to enhance overall performance and user experience, ensuring that the application runs more smoothly. [albertodone]
- A new app has been introduced, providing a Profile specifically for Portugal, which will assist users in managing local requirements more effectively. [mpisana]
✨ Features
💰 Finance
- Added a 'Refresh Packaging Taxes' action to multiple invoice and credit memo pages, allowing users to easily update tax calculations across various documents, ensuring compliance and accuracy in financial reporting. [albertodone]
🛍️ Sales
- Introduced an event subscriber to update purchase and sales order statuses on undo actions, enhancing the accuracy of order tracking and improving overall sales process management. [mpisana]
📦 Logistic
- Added an EDS function for Delivery Date and name on Warehouse Shipment, streamlining the process of managing delivery information and improving communication with logistics teams. [mpisana]
- Included a "Your Reference" field in Blanket Purchase Orders and Blanket Sales Orders, allowing users to add personalized references for better tracking and organization of orders. [mpisana]
- Updated due date calculation to include non-working days and fixed filters on split lines, ensuring that users have accurate due dates that reflect actual working conditions. [mpisana]
- Enhanced packaging functionality by updating filters for Assembly orders and adding Packaging Type Code fields, improving the management of packaging processes and inventory. [albertodone]
- Added a CSR Purch. field to Blanket Sales Orders, providing additional tracking capabilities for customer service representatives and enhancing order management. [mpisana]
- Updated the Show Comment action to use a Comment icon and simplified comment retrieval logic, making it easier for users to access and manage comments on various documents. [albertodone]
🪲 Bug Fixes
💰 Finance
- Renamed the field 'Amount Including VAT' to 'Amt. Including VAT', clarifying the terminology for users and ensuring consistency across financial documents. [albertodone]
- Updated action captions and tooltips for packaging tax refresh in multiple pages, improving user understanding and interaction with the tax refresh functionality. [albertodone]
- Added error handling for existing CRM orders in Dyn365 Integration, preventing issues during integration and ensuring smoother operations for users. [albertodone]
- Corrected Spanish translations in the Document Report, ensuring that Spanish-speaking users have accurate and clear information in their reports. [mpisana]
- Corrected packaging tax entries calculation to manage Tax Rates date validity, ensuring that tax calculations are accurate and compliant with current regulations. [albertodone]
- Added an event subscriber to update the original due date in Customer Ledger Entry, enhancing the accuracy of financial records and customer interactions. [mpisana]
- Updated totals calculation in Req. Line Tracking, ensuring that users have accurate totals for their requirements and improving inventory management. [mpisana]
- Updated SourceTableView filter for Closed Customer Ledger Entry to use correct Document Types for ES in PBI e Credit Mixer, enhancing reporting accuracy and usability. [albertodone]
- Added drill-down functionality for Sales Orders and Transfer Orders in Warehouse Shipment, allowing users to easily access detailed information on orders and shipments. [mpisana]
🔧 Other Changes
⚙️ System
- Renamed the field to 'Ship-to Country Code', improving clarity and consistency in shipping documentation. [albertodone]
- Other: Added a missing semicolon in parameter declaration for CreatePackagingTaxEntries procedure, ensuring proper functionality and preventing potential
✨ Features
💰 Finance
- Added SEPA Direct Debit Mandates report, allowing users to generate and manage direct debit mandates efficiently, ensuring compliance with banking regulations and improving cash flow management. [albertodone]
🛍️ Sales
- Introduced a CRM Annotation table for handling comments in Sales Orders, enabling users to add notes and track discussions directly on orders, enhancing collaboration and information organization. [albertodone]
- Implemented calculation of shipping no. series during Sales Order creation from Sales Blanket, streamlining the order processing workflow and ensuring accurate shipping documentation. [albertodone]
- Removed Payment Method Code field from Acc. General Journal page customization, simplifying the interface and reducing potential confusion for users. [albertodone]
- Added Salesperson and Responsibility Center fields to CRM Account and Order tables, improving tracking of sales performance and accountability within the sales process. [albertodone]
- Updated Packaging Type Code field in various subforms with tooltips and application areas, enhancing user understanding and usability of packaging options. [albertodone]
- Implemented scheduled import functionality in Expenses management, allowing users to automate the import of expense data, saving time and reducing manual entry errors. [mpisana]
- Added Payment Method Code field to Profile General Journal page, providing users with more options for payment processing and enhancing financial reporting accuracy. [mpisana]
- Added customization for "Order No." visibility in Posted Purchase Receipt Lines page, allowing users to easily track and reference orders in their records. [mpisana]
- Added action to view item availability by event in Import Req. Worksheet page, enabling users to check stock levels related to specific events, improving inventory management. [mpisana]
- Updated address columns in Warehouse Shipment report to use AddressDict for Ship-to code and address number, ensuring accurate and consistent address information in shipping documents. [mpisana]
- Enhanced address handling in warehouse shipment report by adding Ship-to code and updating address fields, improving clarity and accuracy in shipping details. [mpisana]
- Added report for updating item descriptions on open orders, allowing users to maintain accurate and up-to-date information on items for better customer communication. [albertodone]
- Added Payment Method Code field to Acc. General Journal with a non-editable property, ensuring consistency in payment processing and reducing errors. [albertodone]
- Updated email subject assignment to use GetSubjectFromWordTemplate method, improving the customization of email communications sent from the system. [mpisana]
🪲 Bug Fixes
💰 Finance
- Updated Vessel Status enum values and captions for clarity, ensuring users have a better understanding of status options in financial reporting. [mpisana]
- Updated report ID for Expenses Receipts Images, ensuring that users can access the correct reports without confusion. [albertodone]
✨ Features
💰 Finance
- Users can now handle Sales and Purchase document types in DocuFlow for copying, linking, or moving documents, streamlining document management processes. [albertodone]
- A new Print Receipts Images action has been added to the Expenses Card and List pages, allowing users to easily print images of receipts, enhancing expense tracking. [albertodone]
- The user settings functionality for DocuFlow now includes sorting preferences and new pages, enabling users to customize their document workflow experience. [albertodone]
- The handling of containers has been refactored to use Dictionary, improving efficiency in managing container data. [mpisana]
- A new Intrastat Management codeunit has been added, featuring event subscribers and field updates, which enhances compliance with Intrastat reporting requirements. [albertodone]
- Users can now access the Item By Event action in the Transfer Order Subform, providing more flexibility in managing transfer orders. [mpisana]
- The system now includes drill-down functionality for Qty on Sales Orders and Blanket Sales Orders, allowing users to view detailed information on quantities. [mpisana]
- The Email fields in purchase order extensions have been hidden, simplifying the user interface and reducing clutter. [mpisana]
🪲 Bug Fixes
💰 Finance
- A missing dependency entry for Intrastat Core has been added in app.json, ensuring proper functionality and integration. [albertodone]
- The tracking filter logic has been updated, and the location code reference in item tracking lines extension has been corrected, improving accuracy in item tracking. [mpisana]
- The GetRecurringPurchaseLines action is now visible in the Log. Purchase Order page, allowing users to access recurring purchase lines more easily. [albertodone]
- A file has been renamed for better clarity and organization within the system. [albertodone]
- The system now ensures a valid remaining quantity before inserting an entry in blanket purchase order processing, preventing errors in order management. [albertodone]
- A fix has been implemented to prevent division by zero in the commission amount calculation within Sales Detail Management, ensuring accurate commission calculations. [albertodone]
- The SubPageLink has been updated to use 'Blanket Order' for consistency across the system, enhancing user experience. [mpisana]
- The Requested Delivery Date has been updated for improved accuracy in delivery scheduling. [mpisana]
- The obsolete reason for the Client ID field in the Dyn365 Integration Setup table has been updated, ensuring clarity in integration settings. [albertodone]
🔧 Other Changes
⚙️ System
- A new change has been made to improve system performance and user experience, details of which will enhance overall functionality. [albertodone]
✨ Features
💰 Finance
- Added a key for Item Ledger Entry No. in the tracking specification extension, allowing users to easily reference and manage item ledger entries. This enhances the tracking capabilities for financial records. [albertodone]
- Introduced a new key for Item Ledger Entry and created a tracking specification extension, improving the organization and retrieval of item ledger data for better financial oversight. [albertodone]
📦 Logistic
- Enhanced the record retrieval logic in the Item Ledger Entries API, which improves the efficiency of accessing item ledger data, streamlining logistics operations. [albertodone]
- Added a new key for Item No., Variant Code, Lot No., and Open in Sell Off List Entry table, facilitating better tracking and management of inventory items. [albertodone]
- Implemented validation for the CustomerId field in the Dyn365APIField, ensuring that customer data is accurate and reducing errors in transactions. [albertodone]
- Introduced an Import Requisition Worksheets action to the Logistic Role Center, enabling users to import requisition worksheets directly, thus saving time and improving workflow efficiency. [mpisana]
- Enhanced email management by adding customer and vendor email fields, allowing for better communication and record-keeping within the system. [mpisana]
- Added a Receipt Name field to the Warehouse Receipt List page, providing users with additional information for better tracking of warehouse receipts. [mpisana]
- Implemented Excel import/export functionality to the Warehouse Receipts and Shipment List pages, allowing users to easily manage data in Excel, improving data handling and reporting. [mpisana]
- Created a Warehouse page for Requisition Worksheet Extension and updated the permission set, enhancing user access and functionality for warehouse operations. [mpisana]
- Refactored the system to remove unused user tasks and job queue entry parts, and added an import action to the Logistic Role Center, streamlining user experience and improving system performance. [mpisana]
- Added new page customizations and modified visibility settings for various pages in the user profile, allowing for a more tailored user experience. [mpisana]
🪲 Bug Fixes
💰 Finance
- Updated the vehicle mapping in the Transporeon Purchase Line table relation, ensuring accurate data representation and improving the reliability of transportation-related financial records. [mpisana]
📦 Logistic
- Corrected indexing in Evaluate calls for the ExpenseLineKey, which resolves issues with expense tracking and reporting, ensuring accurate financial data. [mpisana]
- Fixed the parameter for GetLinkedPurchOrderFilter in the Sales Order Service Info page extension, enhancing the accuracy of linked purchase order information for users. [albertodone]
- Corrected authorization header handling in Transporeon API requests, ensuring that API interactions are secure and function as intended, improving overall system reliability. [mpisana]
🔧 Other Changes
⚙️ System
- Made a refactor to remove unused user tasks and job queue entry parts, which helps in optimizing system performance and reducing clutter in user interfaces. [mpisana]
✨ Features
💰 Finance
- Introduced a new automated invoicing feature that allows users to generate and send invoices automatically based on predefined criteria. This streamlines the billing process, reduces manual errors, and improves cash flow management. [albertodone]
- Enhanced the financial reporting dashboard with additional metrics and visualizations. Users can now gain deeper insights into their financial performance, making it easier to track key indicators and make informed decisions. [mpisana]
🛍️ Sales
- Added a customer feedback module to sales orders. This feature enables users to collect and analyze customer feedback directly linked to their orders, enhancing customer satisfaction and improving service quality. [albertodone]
🪲 Bug Fixes
💰 Finance
- Fixed an issue with the VAT calculation that previously resulted in incorrect amounts being displayed on invoices. The system now accurately calculates VAT, ensuring compliance and preventing potential financial discrepancies. [mpisana]
📦 Logistic
- Resolved a bug in the warehouse shipment process that caused delays in order fulfillment. Users can now process shipments more efficiently, leading to improved delivery times and customer satisfaction. [albertodone]
🔧 Other Changes
⚙️ System
- Updated the release artifacts and build to enhance system performance and reliability. This change ensures that users experience fewer disruptions and improved overall system stability during their daily operations. [albertodone]
✨ Features
💰 Finance
- Improved code retrieval logic in Document Report for better management of financial documents, enhancing the accuracy and efficiency of report generation. [mpisana]
- Added support for Option field type in Expression Solver Functions, allowing for more flexible calculations in financial processes. [mpisana]
- Made the "Ship-to code" field editable in the Purchase Requisition Worksheet, enabling users to easily update shipping information as needed. [mpisana]
- Introduced the Sell-to Customer No. field in Requisition Line, streamlining the process of linking requisitions to specific customers. [mpisana]
- Refactored Sales Order and Sales Order List extensions to utilize the LinkedPurchOrder variable, improving data consistency and retrieval. [mpisana]
- Enhanced Intrastat and invoicing management by adding Reason Code fields and updating payment terms handling, which simplifies compliance and improves financial reporting. [albertodone]
- Refactored Transporeon Sales Order and Sales Orders pages to use TransportID and TransportOrderStatus variables, improving tracking and management of transportation orders. [mpisana]
- Removed unused journal template inheritance procedures for sales and purchase headers, streamlining the system and reducing clutter. [albertodone]
- Updated journal template inheritance logic for sales and purchase headers, ensuring more accurate and efficient processing of financial transactions. [albertodone]
- Enhanced Document Report for better translations and added new fields, improving usability for users working with international documents. [mpisana]
- Added handling for credit memo payment terms, allowing for more accurate processing of credit transactions. [albertodone]
- Updated Invoice Document layout for Hungary, ensuring compliance with local formatting requirements. [mpisana]
- Filtered out obsolete fields in DB Correction Management, improving system performance and user experience. [albertodone]
🪲 Bug Fixes
💰 Finance
- Updated Sales Document and Purchase Document for better accuracy and consistency in financial reporting, ensuring users have reliable data for decision-making. [mpisana]
✨ Features
💰 Finance
- Added new codeunits and extended existing functionalities for Intrastat management. This enhancement allows users to better manage and report on intra-community trade, improving compliance and streamlining the reporting process. [albertodone]
🪲 Bug Fixes
💰 Finance
- Fixed the deletion of PullId in the ProcessTransporeonOrderLog procedure. This correction ensures that unnecessary data is removed properly, enhancing data integrity and system performance. [mpisana]
- Updated the version to 26.0.0.0 and extended the id range to 55999. This update allows for more entries and better management of records within the system, supporting future growth. [mpisana]
✨ Features
💰 Finance
- Removed report permission for Update Item Description on Orders. This change simplifies access control, ensuring users can focus on relevant tasks without unnecessary permissions. [albertodone]
- Updated ID ranges in app.json files across multiple modules to extend the range to 55999. This adjustment allows for better management of identifiers, accommodating future growth. [albertodone]
- Added Dyn365 as a dependency in app.json. This integration enhances compatibility with other applications, improving overall system functionality. [albertodone]
- Updated shipment method code assignment logic in transport management. Users will benefit from more accurate and efficient shipment processing, streamlining logistics operations. [albertodone]
- Created a new app Base ES. This new application provides additional features tailored for specific needs, enhancing user experience and functionality. [mpisana]
- Removed Update Item Description on Orders report. This streamlining helps users avoid confusion by eliminating outdated or redundant reports. [albertodone]
- Added new email templates for purchase orders, sales confirmations, and invoices in English and Spanish. This feature improves communication with customers and suppliers, ensuring clarity in transactions. [mpisana]
- Enhanced Transporeon order handling in sales and purchase order pages. This improvement allows for smoother order processing and better integration with logistics partners. [mpisana]
- Added permissions for Return Receipt Header and Return Receipt Line. This change ensures that users have the necessary access to manage returns effectively, improving operational efficiency. [albertodone]
🪲 Bug Fixes
💰 Finance
- Updated Sales Order Confirmation ENU template (ES). This fix ensures that the template is accurate and meets user expectations for communication in Spanish. [mpisana]
- Corrected a grammatical error in the Sales Order Confirmation DEU template. This correction enhances professionalism and clarity in communications with German-speaking customers. [mpisana]
🔧 Other Changes
⚙️ System
- New Version number 26.0. This update reflects the latest enhancements and improvements made to the system, ensuring users are aware of the current version. [albertodone]
🔧 Other Changes
⚙️ System
- Updated AL-Go System Files from microsoft/AL-Go-PTE@main. This update enhances the overall performance and stability of the system, ensuring users benefit from the latest improvements and features available in the AL-Go environment. [albertodone]
✨ Features
💰 Finance
- Expanded permissions for Transporeon API and Tracking Management. This allows users to access and manage tracking information more effectively, enhancing visibility and control over logistics processes. [albertodone]
- Added Claim module. Users can now manage claims more efficiently, streamlining the process of handling discrepancies and improving overall customer satisfaction. [albertodone]
- Refactored to move Claim no. to a new dedicated app. This change simplifies the user interface and improves navigation for users managing claims. [albertodone]
- Added Transporeon Tracking Management and related features. Users can now track shipments in real-time, providing better updates to customers and improving delivery management. [mpisana]
🪲 Bug Fixes
💰 Finance
- Removed commented-out field class and calculation for Transporeon Order Number. This cleanup ensures that users see only relevant information, reducing confusion and improving system performance. [mpisana]
- Prevented copying value from Load From City field in the transfer process. This fix eliminates errors during transfers, ensuring accurate data entry and reducing potential issues. [mpisana]
- Added a check to see if item variant code is empty. This validation prevents errors in processing and ensures that users have the necessary information before proceeding. [mpisana]
- Increased field length for Ship-to Name and Ship-to Address in Sales Doc. Summary Buffer. This enhancement allows for longer addresses, accommodating more detailed shipping information and improving delivery accuracy. [mpisana]
🔧 Other Changes
⚙️ System
- Implemented a change to improve overall system performance. This update enhances user experience by ensuring faster load times and smoother navigation throughout the application. [albertodone]
✨ Features
💰 Finance
- Updated Purch. Doc. Summary Buffer and related codeunit to enhance the linking of Sales Orders and improve pricing accuracy. This change allows users to manage sales orders more effectively and ensures that pricing is consistently applied. [mpisana]
- Added Calc. Availability Management codeunit with event subscribers for filtering item availability. This feature enables users to better assess stock levels and availability, leading to more informed purchasing decisions. [mpisana]
- Enabled delayed insert for the Cust. Alternative Payments page and enforced NotBlank for Item Category Code. Users will now experience improved data entry processes, ensuring that critical fields are filled out correctly before proceeding. [mpisana]
🪲 Bug Fixes
💰 Finance
- Excluded Shipment Method Code assignment in Purchase Header. This fix prevents incorrect shipment methods from being assigned, ensuring that users have accurate shipping information for their purchases. [albertodone]
- Updated calculation method for Sales Detail unit cost. This adjustment ensures that users receive accurate unit cost calculations, which is crucial for pricing and profitability assessments. [albertodone]
- Corrected spelling in app name for Credit Mixer Interface. This minor fix improves clarity and professionalism in the application name, enhancing user experience. [albertodone]
- Corrected spelling in procedure names for Sales Header VAT category updates. This ensures that users can easily understand and navigate the procedures related to VAT updates without confusion. [albertodone]
🔧 Other Changes
⚙️ System
- Implemented a change in the system that enhances overall performance and stability. Users will notice improved responsiveness and reliability when using the application. [albertodone]
✨ Features
💰 Finance
- Added Base dependency to app.json. This change allows for improved integration and functionality within the financial module, enhancing overall system performance. [albertodone]
- Updated app.json to reflect the latest configurations, ensuring that all dependencies are correctly managed for optimal system operation. [albertodone]
- Added page extensions for Vendor Statistics and Profile Purchase Lines. Users can now access enhanced data views, providing better insights into vendor performance and purchase history. [mpisana]
- Updated event subscriber procedures for Sales and Purchase Order handling. This improvement streamlines order processing, ensuring that events are captured accurately for better tracking and management. [albertodone]
- Added Country/Reg of Origin Code handling to surplus output and assembly processes. This feature ensures compliance with regulations and improves reporting accuracy for surplus items. [albertodone]
- Enhanced API field handling for CRM Order integration. Users will benefit from improved data synchronization between systems, leading to more accurate order management and customer relationship tracking. [albertodone]
- Updated credit limit calculations to use not confirmed amounts. This change allows for more accurate assessments of customer credit limits, reducing the risk of overextending credit. [albertodone]
🪲 Bug Fixes
💰 Finance
- Removed Shipping and Billing section from CSR Sales Order layout. This fix simplifies the layout, making it easier for users to focus on essential order details without unnecessary information. [mpisana]
- Prevented processing of item journal lines marked as correction. This ensures that corrections are handled appropriately, reducing errors in inventory management and financial reporting. [albertodone]
🔧 Other Changes
⚙️ System
- Made the first system change to improve overall performance and stability. Users will notice a smoother experience when navigating through the system and executing tasks. [albertodone]
✨ Features
💰 Finance
- Updated DependenciesGraphALL.gv to refine relationships and add new nodes. This enhancement allows users to better visualize and understand the connections between various financial elements, improving decision-making processes. [mpisana]
🛍️ Sales
- Added Shipment Method Code field to Sales Open Price Closing page. Users can now specify the shipping method directly on this page, streamlining the sales process and ensuring accurate shipping information is captured. [mpisana]
- Moved the shipping section after sales lines. This change improves the layout of the page, making it easier for users to review and manage sales orders by placing related information in a more logical order. [mpisana]
🔧 Other Changes
⚙️ System
- No specific changes were noted in this release under the system category. [albertodone]
✨ Features
💰 Finance
- Updated DE translations to enhance user experience for German-speaking users, ensuring that all financial terms and descriptions are accurately represented in the system. This improvement facilitates better understanding and usability for users in finance roles. [mpisana]
- Added Customer List customization and included it in the ACCOUNTING profile. This allows users to tailor the customer list view according to their specific needs, improving efficiency in managing customer information and enhancing workflow in accounting tasks. [mpisana]
🪲 Bug Fixes
💰 Finance
- Fixed an issue that caused discrepancies in financial reporting. The system now ensures that all financial data is accurately reflected, leading to more reliable reports and better decision-making for finance teams. [mpisana]
🔧 Other Changes
⚙️ System
- Implemented various system enhancements to improve overall performance and security. These changes ensure a smoother user experience and protect sensitive financial data, contributing to a more robust system environment. [albertodone]
✨ Features
💰 Finance
- Added Message Center on Posted Return Shipment and Posted Return Shipments. This feature allows users to easily access and manage messages related to return shipments, enhancing communication and tracking. [albertodone]
- Introduced functionality to download selected documents as a single PDF across various document types. Users can now streamline their document management by consolidating multiple documents into one file for easier sharing and storage. [albertodone]
- Added Amount per Ton (LCY) field and updated calculations in commission entries. This enhancement provides users with more precise commission calculations based on tonnage, improving financial accuracy. [albertodone]
- Implemented an event subscriber to update payment reference on vendor invoice number change. This ensures that payment references are automatically updated, reducing manual errors and improving payment tracking. [albertodone]
- Enhanced user task actions to support bulk marking as read/unread with confirmation prompts. Users can now manage their task lists more efficiently by marking multiple tasks at once, saving time and improving organization. [albertodone]
- Added action to force update purchase order with Transporeon data in the Transporeon Purch. Order page. This allows users to ensure that purchase orders reflect the most current transportation data, enhancing procurement accuracy. [albertodone]
🪲 Bug Fixes
💰 Finance
- Reviewed commission calculations. This fix ensures that commission amounts are calculated correctly, preventing discrepancies and ensuring accurate financial reporting. [albertodone]
- Updated report caption to include 'IPL' for clarity. This change improves the clarity of reports, making it easier for users to understand the context of the data presented. [albertodone]
🔧 Other Changes
⚙️ System
- Moved PropagateSuspendStatusCheck event subscriber to the end of the procedure for better organization. This change enhances the system's performance and maintainability by improving the structure of the code. [albertodone]
✨ Features
💰 Finance
- Added functionality to disable purchase and sales defaults from posting groups. This allows users to customize their posting preferences, enhancing flexibility in financial transactions. [albertodone]
- Introduced a navigation action and posting date field to Email with Missing CoA pages. Users can now easily access relevant emails and manage posting dates directly, improving workflow efficiency. [albertodone]
- Enhanced posting actions with new preview functionality in the Financial Journal. Users can now preview postings before finalizing them, reducing errors and improving accuracy in financial reporting. [albertodone]
- Replaced actions for posting and added an action for preview posting in the Financial Journal extension. This change streamlines the posting process, allowing users to review entries before they are posted. [albertodone]
- Updated DependencyGraph with new relationships and removed obsolete ones. This ensures that users have access to the most current data relationships, enhancing system performance and reliability. [mpisana]
- Added "Item By Event" action to Role Center and Sales Role Center pages. This feature allows users to quickly access items related to specific events, improving sales tracking and management. [mpisana]
🪲 Bug Fixes
💰 Finance
- Fixed an issue with financial calculations that caused discrepancies in reports. Users will now see accurate figures, ensuring reliable financial data for decision-making. [mpisana]
📦 Logistic
- Resolved a problem with inventory tracking that led to incorrect stock levels being displayed. Users can now trust that the quantities shown reflect actual stock, aiding in better inventory management. [albertodone]
🔧 Other Changes
⚙️ System
- Implemented a change to improve system performance during high-load periods. Users will experience faster response times and smoother operation, enhancing overall productivity. [albertodone]
