Core/Connect
- New: save document attachments on external storage systems’ (SharePoint / Azure Blob)
- New: include Core, View permission set automatically as part of the D365 TEAM MEMBERS permission set
- New: additional options for get default data management (internal)
- Fix: error on get default data (downloading documentation)
- Fix: typo in web request and tooltips
- Fix: alternate row color in report layouts
Advanced Finance BE
- New: CODA administration
- Better error handling when importing CODA, with clear info on expected setting (IBAN, SWIFT, protocol, version, enterprise number)
- Auto-processing when importing (using the standard option “Disable Automatic Payment Matching” from the bank account)
- Save CODA file as attachment to the CODA statement record
- Option to create separate batch per statement number in journal, using configurable prefix per bank account (same as for document number)
- Document numbering can use configurable prefix per bank account (same as for batch)
- Statement lines can be resubmitted to financial journal (after deleting journal lines)
- Insert customer bank account for future matching
- Archive CODA statements
- Alternative “Factoring Enterprise Number” on bank account
- New: CODA matching
- OMG (structured message) as highest prio matching
- Matching rules to overrule the standard CODA transaction coding setup, offering text to account matching
- Matching rules with split logic to split CODA statement line in 2 lines (eg for posting transaction costs)
- Matching IBAN with different formatting (spaces), using a “stripped” IBAN number
- Automatic multi documents application
- Matching takes into account payment discount and payment tolerance, or any amount as final step
- SEPA/CAMT: as much as possible same improvements as CODA (but because of different architecture, some logic cannot be applied)
- New: Apply G/L Entries (Quick)
- Optimization: Isabel connect, reset settings
Advanced Finance WW
- New: configurable Payment Reference for vendors, using the Vendor Invoice Nr and Our Account Number
- New: mention OpenIban license on setup
- New: Fixed Assets, predefine “Depreciation Books settings” on the FA Subclasses which will be applied when creating a new FA
- Fix: SWIFT lookup error with space in IBAN number
Trade
- New: Alken-Maes Vendor Reporting
- New: Dynamic fields fact boxes on SKU list and card page
- Optimization: auto-assign lotnr on warehouse shipment, disabled when pick required
Planning & Dispatch
- New: ship-to contact on source document page
- New: ship-to contact on layout Trip Sheet
- Optimization: customer order worksheet, related posted invoice lines sorted by posting date (descending)
- Fix: date formula on Create Warehouse Documents
- Fix: alternate row color in report layouts
Reusable Packaging
- New: API pages for register
- Fix: alternate row color in report layouts
Report layouts
- Optimization: import report layout setup with Rapid Start
- Fix: alternate row color in report layouts
Rental & Consumption
- Fix: alternate row color in report layouts
Advanced Pricing & Discounts
- Fix: alternate row color in report layouts
Elfsquad Connector
- New: publisher on quotation import (function CheckQuotationBuffer)
- New: disable setup when copying environments
- Fix: translation errors
Advanced Sync
- Dependency Elfsquad Connector
