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Changelog

All notable changes to this project will be documented in this file.

info

The format is based on Keep a Changelog, and this project adheres to Semantic Versioning.

20.3.1.0 2023-03-26​

Added​

  • Added contextual help links on pages to link to new help articles.

20.3.0.0 2023-03-25​

Added​

  • We have added a new feature to reschedule the ATP on Sales Order. You can use this feature to change the requested delivery date or update the promised delivery date based on the availability of the products. You can read more about this here.

20.2.3.0 2023-03-19​

Added​

  • New events OnAfterUpdateWarehouseShipmentLineBeforeModify and OnBeforeInsertTempRegWhseActivityLine which get fired when you undo a registered pick line. This event is used by the Dual Unit of Measure - Advanced Sales connector.

20.2.1.0 2023-03-16​

Added​

  • Added new events OnAfterSetInvoiceDocumentSendingProfile and OnAfterSetShipmentDocumentSendingProfile, which allow you to add custom logic to the Warehouse Post and Send functionality.

20.2.0.0 2023-03-16​

Fixed​

  • When changing the shipping agent while creating a warehouse shipment from the Warehouse Despatch Board, the app would create multiple warehouse shipments instead of one (option: create new shipment).

Added​

  • Added an Item Classification Code to the item. You can use this field for reporting and to filter on the Warehouse Despatch Board.
  • New event OnBeforeInsertNewRegisteredWhseActivityLine on codeunit UndoRegWhsePick_AS_TS.
  • The Dual Unit of Measure connector extension now supports Undo Picks that contain Dual Unit of Measure items.

Changed​

  • We have changed the Create Warehouse Shipment report to prevent splitting a sales line with a prepayment when creating a warehouse shipment. If a sales line has a prepayment and is already on a warehouse shipment, you can only add it to a new warehouse shipment if you ship the current warehouse shipment or remove the line.

20.1.7.0 2022-12-13​

Fixed​

  • Prevent the sales price from getting recalculated when lines get split during the creation of warehouse shipments. This change was also made available on version 19 - 19.0.9.0.

20.1.6.0 2022-12-12​

Added​

  • Added an option to automatically release the warehouse shipments created from the warehouse despatch board. This option gets default from a new field that is added to the Advanced Sales Setup.

20.1.5.0 2022-11-23​

Added​

  • Added - new Only Consider Inventory global option on Advanced Sales Setup. When you select this option, the app will only include items that have inventory when updating the orders. If you do not specify this, then the update behaves as it did previously.

20.1.4.0​

Added​

  • Added the count of restricted items to the sales line factbox. This only displays if you have enabled restricted items.

20.1.3.0 2022-11-22​

Added​

  • ATP - new Consider Inventory option is added to the ATP Automatic Update. When you select this option, the app will only include items that have inventory when updating the orders. If you do not specify this, then the update behaves as it did previously.

20.1.2.0 2022-11-21​

Added​

  • Added the ability to validate that minimum order weights have been met when creating warehouse shipments.

20.1.1.0 2022-11-07​

Added​

  • Price Calculation Method : Customer Contract Pricing. This calculation method has a higher priority over other prices (including specific prices). When a price is found on customer contract pricing then this overrides all other prices.
  • New filter fields on the Despatch Board
    • Customer Product Posting Group - this can be enabled on advanced setup
    • Warehouse Class - this is shown if there are warehouse classes configured
    • Warehouse Picking Time - this is shown if there are warehouse picking times configured
  • Added a field called Transport Type to warehouse shipments. Transport Type is typically used to indicate the type of transport and allows you to group similar shipments together.
  • Added a Warehouse Class Bin Setup, which is used to specify a different shipment bin based on the warehouse class code. For example, you may need to move chilled or frozen items to a different physical shipping bin.

Changed​

  • Restricted Items can now also be configured per customer posting group
  • Added the ability to update the Shipping Agent details while creating the Warehouse Shipments

19.0.4.0 2022-07-19​

Changed​

  • Implemented subscription management without enforcement

19.0.3.0 2022-07-08​

Fixed​

  • Warehouse Despatch Board - Recalculate the Outstanding Quantity and update the Qty. to Handle after creating a warehouse shipment so that you do not need to refresh.

19.0.1.0 2022-05-27​

Added​

  • Price Calculation Method : Specific Pricing, which allows to to specify that a specific price will override the lowest price.

18.1.0.0 2022-05​

Added​

  • Restricted Items
  • Automatic Blocking/Unblocking of Customers

18.0.30.0​

Resolved an issue with the create value only credit memo feature where a boolean value was not evaluated correctly.

18.0.29.0​

Changed​

Create Advanced Sales Setup automatically when the extension is installed and when a new company is created.

18.0.28.0​

Added​

Added a feature to automatically block and unblock customers based on selected criteria - Balance Due or Balance Over Credit Limit.

18.0.26.0​

Added​

Added a work-around on the price list lines to deal with a standard MS issues where the defaults on the price list header are not copied to the lines.

18.0.24.0​

Changed​

Refactored the automatic posting of the purchase receipt related to an IC Sales Order to handle the consequence of the hotfix that Microsoft introduced. The automatic posting now receipts and invoice the purchase order because there is no longer an additional purchase invoice created in respect of the sales order.

18.0.23.0​

Changed​

Make dimensions of the value only credit memo lines the same as the original dimensions from the invoice.

18.0.22.0​

Changed​

Added options to remove zero lines and to replace the posting date on the value-only credit memo.

18.0.21.0​

Added​

Create Value-Only Corrective Credit Memo Added the ability to create a value-only corrective credit memo. This allows you to easily raise credit memos when inventory is not being returned (e.g. price variance).

18.0.20.0​

Fixed​

  • Resolved an issue with the sending of Sales Shipments on a warehouse shipment Post & Send
  • Resolved an issue with blanket sales orders

18.0.19.0​

Changed​

  • Item Availability by Event (ATP) - additional fields

Fixed​

  • Resolved an issue where the automatic ATP would reopen transfers and then not release them again.

18.0.18.0​

Changed​

  • Warehouse Despatch Board

    • Added a Package Filter. When this is selected the source lines are filtered based on this value. The filter displays if the packing tracking feature is enabled and you have specified the caption in Inventory Setup.
    • Added Weights and Volumes so that this information can be used while building a shipment. This is shown on a new factbox.
    • Made some performance enhancements to reduce the number of reads while refreshing the lines.

  • Create Warehouse Shipment

    • Added a feature to allow lines to be added to an existing warehouse shipment.
    • Split the sales or transfer line if the full quantity is not being handled so that the sales or purchase order can be added to another warehouse shipment before the first one is posted.
    • Split the sales or transfer line based on the package number when filtering on a package number in the despatch board. This also moves related item tracking entries.

18.0.17.0​

Added​

  • Gross Margin and Unit Cost on Sales Documents You can now display the unit cost and gross margin on sales quotes, orders and invoices. This margin and unit cost are not shown by default. You can enable this on the advanced sales setup.

Changed​

  • Sales Price Unit Of Measure It is now possible to enable or disable the sales price unit of measure functionality. This is done on the Advanced Sales Setup. For existing users of advanced sales, this setting will be enabled automatically when the new version of the application is installed.

18.0.16.0​

Added​

  • Added a function to warn if the same external document number is being used. This can be enabled on advanced sales setup.

Fixed​

  • Resolved an error that occurred when creating new sales orders from the customer card (error was that the sales header did not exist)

18.0.15.0​

Fixed​

  • Customer Backorder setup display issue where the wrong option value was shown
  • Delete Invoices Sales and Purchase Orders - resolved an issue that could have caused orphaned sales and purchase lines

18.0.11.0​

Added​

  • Backorder Management Added functionality to handle additional backorder rules for customers who do not accept backorders once a sales order has been partially shipped.

Changed​

  • Allow a warehouse shipment to be deleted when the Qty. Picked is equal to the Qty. Shipped.
  • Added Order No. to the sales shipment list
  • Added Requested Receipt Date to Purchase Lines
  • Added Requested Receipt Date, Expected Receipt Date to Purchase Order List

Fixed​

  • An error occurred when using recurring sales lines: "Sales Line: the Customer does not exist..." This has been resolved.

18.0.10.0 18-08-2021​

Added​

  • Handle Shipping and Invoice of Sales Orders when there are related Warehouse Shipments

    • Allow the posting of a sales order outside of warehouse after shipping numbers are assigned at the warehouse shipment. This scenario is required where users have sales orders relating to more than one location and some of those locations are not warehouse related.
    • Provide a warning when posting directly from a sales order if there is an associated warehouse shipment that has not yet been posted.

  • Prevent deleting of entire Warehouse Shipment if there are Registered Picks - A new setup field has been added to Advanced Sales Setup called Allow Warehouse Shipment Deletion if Picked. This controls whether we prevent a delete of the entire warehouse shipment or not. The default is that it is not allowed and the users need to manually delete the lines or undo the picks. This setting was introduced as there were cases where users had deleted the warehouse shipment in error after picking all the stock. It is recommended that the default setting is used since we have the ability to produce a packing slip from the warehouse shipment. It is an exception to need to delete an entire warehouse shipment that has registered picks associated with it and the best practice would be to first undo the picks.

18.0.9.0​

Changed​

  • Enabled shipment post and send

18.0.7.0​

  • Fixed an issue where updating the unit price did not correctly update the Sales Price if the unit price was updated from a different field (for example net unit price which is part of the integration framework)

18.0.6.0​

Changed​

  • Enhanced the batch job "Deleted Invoiced Purchase Orders" to delete orders that have been partially received and invoiced if the order lines have been flagged as finished. This column is only available on a premium license.

18.0.5.0​

Added​

  • Created a new Customer Outstanding Orders report which can be emailed to customers. The report is setup in report selections and also you can also specify different email addresses using the Document Layouts (Advanced Sales) link from the customer card.

18.0.4.0​

Fixed​

  • Intercompany bug fixes

18.0.2.0​

Changed​

  • Added the ability to default the sales price unit of measure from the item if there is no customer preference. This needs to be activated in Advanced Sales Setup with the field "Use Item Defaults if No Preference"
  • Added the ability to default the Requested Delivery Date either globally or at a customer level. You can update the date calculations on Advanced Sales Setup and on the customer card (shipping tab).

18.0.1.0​

Changed​

  • Allow additional warehouse shipment creation for sales order line that has related warehouse documents and activity lines

Fixed​

  • ATP calculation errors resolved and performance improvement by reducing number of flowfields calculated

2.0.0.1 2021-06-29​

Added​

  • Automatic Intercompany Processing
    • Added functionality to automatically process purchase receipts when a related intercompany sales order is posted
    • Also have the ability to copy lot tracking information from the sales order to the purchase order manually if you do not wish to process this automatically

Changed​

  • Moved permissions to permission set objects and provided an upgrade for the access control, etc.

1.1.1.0​

Added​

  • Invoice discount code to default from sell-to customer if customer pricing comes from the sell-to customer no.

1.1.0.1 2021-05-13​

Added​

  • Post and Send - Warehouse Shipment - A post and send option has been added to the warehouse shipment card. The action will ship and invoice the warehouse shipment and then send out invoices to customers where the document sending profile is set to email.

  • Advanced Sales Setup - New fields have been added to the warehouse fast tab on the Advanced Sales Setup. The setup allows you to specify a default option as well as control if the users are allowed to choose how to post the document.

1.0.12.0 2021-03-03​

Added​

  • Item Availability by Event (ATP) - this new page includes the ATP logic that is used when determining available to promise. The page allows you to determine exact ATP for an item across all locations and also allows you to update promised dates for transfers and sales orders. The page is searchable and can be book marked.

  • Create Multiple Picks - Create multiple picks from the warehouse shipment list for the selected warehouse shipments and optionally print picking documents. This is only available if you are using the advanced sales create pick logic (create per source document or create per unique ship-to address).

Changed​

  • Warehouse Despatch Board - the availability calculation has been changed to deduct all outstanding warehouse shipments and not just inventory that is in the ship bin as we assume the warehouse shipment will be executed if it has been created.

1.0.10.0​

Added​

  • User Posting Date Rules - this feature allows you to default posting date to the system date and prevent users overriding that date unless they have been setup to do so. This does not replace the standard Business Central posting date validation although it further restricts the users posting date ranges. This feature is not applied to General Journals (General, Sales, Purchases, Payment, Cash Receipt, FA G/L Journals, etc.) as it is quite normal to post on different days.

1.0.9.0​

Added​

  • Undo Registered Pick Line - this feature allows you to undo one or more lines on a registered pick. This is useful in scenarios where you are using the registered pick as a source for the packing slip. The feature updates the registered pick, warehouse shipment line, warehouse item tracking entries, source document item tracking entries. When printing the base pack packing slip and warehouse shipment reports, the lines that are cancelled do not show on these documents.

Changed​

  • Sales Pricing enhancements now compatible with V16 pricing - the following features are now only available with V16 pricing:
    • Sales Price Unit of Measure
    • Use Sell-to Customer instead of bill to customer based on setup
    • Pricing Date

1.0.8.0​

Added​

  • Added OnAfterInsertSplitSalesLine event which is fired when sales lines are split during the ATP and Warehouse Despatch Boards

1.0.7.0​

Changed​

  • Allow location to be changed on a Sales Return Order or Sales Credit Memo line with item tracking. This is only possible when nothing is reserved on the return order line and exact cost reversing is not enabled.

1.0.5.0​

Added​

  • Auto-create the customer sales line preference record from the sales price

Changed​

  • Revised Sales Price Unit of Measure feature to allow it to be changed when updating a sales order

1.0.2.0​

Added​

  • Added Sales Back Order Codes to allow orders that are considered to be fulfilled to be automatically closed off when sales shipments are posted.

1.0.1.1]​

Added​

  • Sales Prices:
    • Ability to have sales prices based on sell-to customer/sell-to customer price group or standard bill-to customer
    • Ability to have sales prices in a different unit of measure to the sales unit of measure
  • Copy dimensions from sell-to customer
  • Workflows:
    • Sales Line price change - ability to approve changes to sales prices
    • Ship-to Address - ability to approve changes to ship-to address master record (similar to customer approval)
  • G/L Descriptions: Ability to configure the fields that are copied to G/L entries for inventory postings as well as other postings originating from Sales and Purchase documents as well as item journals
  • Available to Promise: provides an alternative approach to standard Business Central.
    • Users do not always want to place hard reservations on inventory as they often want to reallocate inventory.
    • Also, when it comes to lot tracked items, they would normally not allocate inventory upfront.
  • Warehouse Despatch Board: Ability to create warehouse shipments from a worksheet that has filters for shipping agent, shipping agent service (can be used for route code, shipment date, etc.)
  • Warehouse Picks: Ability to split picks based on customer or source document rather than having one pick for an entire warehouse shipment.
  • Shipping No. assigned at time of pick: assigning the shipping number at time of pick creation allows you to print the posted shipment number on packing slips that are based on the registered picks. Note that the packing slip report is part of the Theta Base Back and supports this feature
  • An option to enforce that warehouse shipment and registered pick quantities balance - this is important when you are using a packing slip as a delivery note.