Release notes - Archive

This document describes the features that are either new or changed in the release version mentioned.

Release 10.0.27.20221108

Build 10.0.27.202211082

Release date: 8 November 2022

New features

Core module - Applies to all modules

Number	Functionality	Reason
10535	Refresh module	In the unlikely scenario of a field being removed from a document, the Refresh module now includes removing these deleted fields when updating EDI.
11635	Trading partners	The following system fields have been activated for Trading partners, Trading partner’s incoming and outgoing documents and Trading partner’s Connection profile: • Created by • Created date and time • Modified by • Modified date and time Note: For existing records the created and modified dates will be updated with Refresh module and the created by and modified by will be a ?

Customer module

Number	Functionality	Reason
8057	EDI history	Added the following on Sales order’s EDI history: • Customer purchase order where Order type = Release order
11552	EDI history	Added the following on Sales agreement’s EDI history: • Customer purchase order where Order type = Agreement
11637	Sales order processing workspace - Open invoice	Where the Customer trading partner’s Sales invoice document setting Don’t send credit note is set to Yes, these credits will be excluded on Sales order processing workspace’s Open invoice

3PL module

Number	Functionality	Reason
8057	EDI history	Added the following on Sales order’s EDI history: • Picking list registration
8057	EDI history	Added the following on Purchase order’s EDI history: • Shipment advice - Purchase order • Shipment receipt - Purchase order
11552	EDI history	Added the following on Transfer order’s EDI history: • Picking list • Picking list registration • Shipment advice - Transfer order • Shipment receipt - Transfer order
11552	EDI history	Added the following on Return order’s EDI history: • Shipment advice - Return order • Shipment receipt - Return order
11552	EDI history	Added the following on Landed cost Voyage’s EDI history: • Shipment advice - Voyage • Shipment receipt - Voyage
10519	Transfer order Picking list	Added the ability to send a Transfer order’s Picking list to EDI and reset flag in order to resend. This was achieved by adding the following to Transfer order history: • Button Send to EDI • Button Reset flag • Field Sent to EDI

Freight forwarder for Landed cost module

Number	Functionality	Reason
11552	EDI history	Added the following on Landed cost Voyage’s EDI history: • Voyage creator • Voyage tracking

Bug fixes

Core module

Number	Name	Description
10563	Test path connection for Azure	Previously if an Azure container didn’t contain a file, the Test path connection would return a failed result.
11597	EDI history	Updated the link on EDI history’s EDI Document type to filter to the applicable document type.

3PL module

Number	Name	Description
11649	Transfer order	EDI was automatically setting Explode lines on outbound documents: • Picking list • Shipment advice - Transfer order. Since this can be set by the user, EDI doesn’t need to automatically set this to Yes. New feature: New document setting Don’t explode lines have been added for the following inbound documents to set if Explode lines should automatically be Yes: • Picking list registration - Applicable when Ship transfer order set to Yes • Shipment receipt - Transfer order - Applicable when Auto receive set to Yes

Release 10.0.27.20220930

Build 10.0.27.202211173

Release date: 17 November 2022

Bug fixes

Core module

Number	Name	Description
11984	Inbound text templates	Fix CAR resolution change in 10.0.27.20220930 release for text template’s line number calculation on import-to-staging step. Issue for processing import-to-staging where the staging table’s line number is the unique index.

Build 10.0.27.202209301

Release date: 30 September 2022
Excludes Inbound Transportation management (ITM) & ITM version Freight forwarder

New features

Core module - Applies to all modules

Number	Functionality	Reason
10549	CAR report	CAR resolution
10549	Workspace	Workspace pattern version changed from 1.1 to 1.2
10297	XSLT scripting	Due to MS deprecating XSLT scripting, the Enable XSLT scripting option has been removed from EDI shared parameters
8408 11577	Data entities	EDI fields ‘Inner unit’ and ‘Outer unit’ added to standard entity Released products V2 EDI entities added: EDI Azure sites, EDI Azure container setup and EDI Web API settings

Customer module

Number	Functionality	Reason
11255	Customer purchase order	Applicable to where store code isn’t used and the order refers to a new customer address. Previously if the new address couldn’t be created, the sales order was created without a delivery address. Now it will rather error the staging record, so the address details can be fixed and the sales order created with a delivery address. Example: EDI order’s delivery address refers to a state that can’t be found in D365, i.e. Victoria instead of VIC.
4470	Customer purchase order	New field Item description added to ‘Customer purchase order’ and ‘Customer purchase order change’. When these documents create a new sales order line, new field Item description (available on EDI tab on sales order lines) will be populated.

Vendor module

Number	Functionality	Reason
11185	Purchase invoice	Related to 10372, but calculation has been updated to include equal. If the Shipped quantity is higher or equal to the Invoice quantity, the ‘Product receipt quantity to match’ will be set to Invoice quantity
11272	Vendor purchase order	New header fields Requester email and Requester phone added to ‘Vendor purchase order’ and ‘Vendor purchase order change’ documents

Bug fixes

Customer module

Number	Name	Description
11309	Validate on Sales order	Validate button is now disabled on Sales order when the Document status is set to Tax invoice.
10648	POA	When a sales line is out of stock, still send unit price on Customer purchase order acknowledgement.

3PL module

Number	Name	Description
10527	Picking list	When generating the Picking list and unticking Send to EDI, the picking list staging record was still created.

Build 10.0.27.202209302

Release date: 30 September 2022
Includes Inbound Transportation management (ITM) & ITM version Freight forwarder of 10.0.27.20220930

Release 10.0.22.20220630

Build 10.0.25.202206301

Excludes Inbound Transportation management (ITM) & ITM version Freight forwarder

Manual actions required

• Recreate Import batch

New features

License manager - Applies to all products

Number	Functionality	Reason
10341	DXC License manager 10.8.32.10141	New workspace Organization administration > Workspaces > DXC support. Links for licensed products to: • User guide • Release notes • Contact - email address for support

Core module - Applies to all modules

Number	Functionality	Reason
9767	Import - batch group with multiple companies	After moving Batch control to groups, the import batch can fail when another legal entity isn’t setup for EDI. This change will ensure the remaining legal entities are still processed.
9659	Document template - Custom format	Ability to set a custom date format on inbound file
9608	Document template - Dates	Allow empty dates
8321	Copy	Copy button on Document type’s Template, Setting profiles, Validation profiles and Trading partner
8268	Outbound file name	Improvements to outbound file name Editor. Can also set date format, example currentSessionDate(ddMMyyyy)
9763	XML document template mapping	Ability to send and extract Attributes for XML document templates. New button Show fields in tree added to facilitate mapping. Refresh module will update Attribute column on existing templates.
9819	Functional acknowledgement received	Company field has been added to EDI > Inquiries and reports > Functional acknowledgement received. Previously using Trading partner’s company, which prevented Company filter to filter appropriately.
10229	Outbound files	Additional fields on where file will be/have been sent: • File transfer type • Original folder. Only applies to new records.
10442	Connection type	New Incoming path type Error. Where file already exists in D365 for trading partner and document type, the file will be moved from Import path to Error path. If the Error path isn’t setup, the duplicate file will remain in Import path.
10446	EDI parameters	Removed About tab on EDI parameters

Customer module

Number	Functionality	Reason
4302	Customer purchase order & Customer purchase order change	New document setting Blank unit for documents Customer purchase order and Customer purchase order change (Add additional item). Where the staging record will create a new sales line and the Unit is not provided in the file, the document setting provides options to use one of the following for the blank units: • Sales unit • Sales trade agreement unit • Inventory unit • Error (errors the complete staging record)
10436	Customer purchase order	New field Comment added to Header and line staging. Written to new EDI fields on D365 Sales order header and lines.

Vendor module

Number	Functionality	Reason
2129	Purchase order line	Add Line change type to Purchase order line EDI tab.
10372	Purchase invoice	Product receipt quantity to match. A Purchase invoice could be partial, i.e. not match the complete qty of the product receipt processed on D365. Previously when PackingSlipID is blank (not provided in file), EDI fully matches to the product receipt(s) processed for the order, even if Invoice qty < Product received qty. Now EDI will check staging line field ShippedQuantity, if InvoiceQuantity is less than ShippedQuantity, then ‘Product receipt quantity to match’ will be set to InvoiceQuantity.

3PL module

Number	Functionality	Reason
9830	Sent to EDI on EDI processing workspaces	EDI Inventory adjustment workspace New tile and tab for following 3PL documents, where the document is enabled for the 3PL trading partner, but record’s Sent to EDI is set to No: • Open Picking list • Open shipment advice - Purchase order • Open shipment advice - Return order • Open shipment advice - Voyage Additional functionality on Processing for all the Open tabs: • Filtered to Sent to EDI is No • Filtered to Excluded set to No • Buttons: o Send to EDI - can create staging record from workspace and update Sent to EDI to Yes o Reset flag – Enabled when Sent to EDI is Yes. Reset ‘Sent to EDI’ to No which enables ‘Send to EDI’ button o Exclude / Include (New functionality) – Ability to exclude the record from the “outstanding” list. Use filter Excluded to view records that has been excluded and can use button Include to include record again. Doesn’t create the staging record, but assist users in managing their “outstanding” list.

Bug fixes

Core module - Applies to all modules

Number	Name	Description
9261	Show log on outbound staging	Showed Empty for previously processed outbound staging records
8312	Trading partner	Connection profile wasn’t saved if adding a connection to newly created trading partner or adding to newly created document on the trading partner
10149	Trading partner	When a template for Vendors and/or Customers exist and user opens the EDI Trading partner’s form, the options to ‘Select a template for Vendors’ and ‘Select a template for Customers’ pop ups.
10485	Text template type	Fixed text type template with missing closing double quote in source file caused Process to staging batch to remain in Executing status
10433	Connection type - FTP	Port fix

Customer module

Number	Name	Description
10305	Entity EDI Settings - PO	Fix error “Results. Field ‘Relation type field’ must be filled in. Results. validateWrite failed on data source ‘AgreementClassification (AgreementClassification)’”
10406	Customer purchase order	When store code is not provided in staging, the staging header’s address fields are used to find the applicable address on the customer to set on the sales order header. When the address doesn’t exist on the D365 customer, the address is added to the customer.
10514	EDI Sales order processing workspace	Fix to filter when opening tile Pending PO changes

Vendor module

Number	Name	Description
6642	Can’t delete Vendor outbound files	Previously errored with: “File exports cannot be deleted while dependent EDI Vendor purchase order exist. Delete dependent EDI Vendor purchase order and try again.” Will now allow deletion of outbound file.
10374	Purchase invoice	Error ‘Item % Update has been cancelled’ when processing a Purchase invoice with blank ‘Product receipt’ and the purchase order includes a cancelled product receipt.
10514	EDI Purchase order processing workspace	Fix to filter when opening tile Pending POA and Pending POA confirm

3PL module

Number	Name	Description
9691	Shipment receipt - Purchase order	Same PackingSlipId on multiple lines
10514	EDI Inventory adjustment workspace	Fix to filter when opening tile Open count journals and Open movement journals

Build 10.0.25.202206302

Includes Inbound Transportation management (ITM) & ITM version Freight forwarder of 10.0.25.20220630

Release 10.0.22.202204101

Build 10.0.22.2022041012

Excludes Inbound Transportation management (ITM) & ITM version Freight forwarder

Manual actions required
EDI > Setup > Batch control has been replaced with EDI > Setup > Batch control group.
Running Refresh module will transfer the “tick’s” (green in screenshot) from deprecated Batch control to new Batch control groups.
Next step is to delete the company specific EDI Batch jobs (via System administration > Inquiries > Batch jobs) and then create new batch jobs for each process via red in below screenshot. These will automatically be created on Company account dat, which enables the batch to run for multiple company accounts.

Deprecated

Functionality	Reason
EDI > Setup > Batch control EDI > Batch control (workspace)	Replaced with EDI > Setup > EDI batch control groups, which allows companies to setup a batch for one or multiple legal entities. See manual actions required.

New features

Number	Functionality	Reason
9314	Batch control groups	Allows companies to setup a batch group for one or multiple legal entities. Note: See note in Deprecated section.
9733	Fixed text file template	Alignment and Padding character have been added to Fixed Text Document Type Templates. Note: new index has been added to Field position for Text fixed templates, which doesn’t allow multiple fields to start in same position. Before upgrading, update template/s if Field position isn’t unique.
9732	Text file template	Text Document type’s Setup: Decimal separator ‘None’ option.
9653	XML and JSON document template mapping	Static values and Custom format on inbound XML and JSON document mapping. Examples: • Where a field is in the inbound file, but should be replaced with another value: Use Custom format and substring formula. Example: • Where a field isn’t in the inbound file, but a static value should be populated in staging: Use Static value. Example:
10073	UOM mapping	UOM mapping enhanced to include: • Company (Blank Company is allowed where Item code is set to All) • Item code (Table, Group, All) • Item relation • Inventory dimensions Note: All existing UOM mappings will have Company set to Blank and Item code set to All. Should be no issues with backwards compatibility.
9660	EDI batches	Enable automated retries - if D365 experience a brief loss of connection to MS SQL Server. isRetryable set to True
9792	Process to outbound	Added Records to include filter on Process to outbound
9742	Sales invoice	Additional sales invoice fields: • Header: o Invoice contact name o Invoice phone number • Lines: o Customer account o Customer contact name o Customer phone number o Delivery address details from sales order line o Backorder quantity o Sales unit price (unit price before discounts excluding tax) o Sales unit price include tax (unit price before discounts including tax) o Unit discount o Unit discount percent
9612	EDI Document maintenance workspace	New Tile File export errors added to EDI Document maintenance workspace (per module). Displays Outbound files with Status is set to Error per module
9714	Outbound filename	Enhancements to form layout. And additional currentSessionDate placeholders.
9692	Purchase order confirmations	Procurement and sourcing > Purchase orders > Purchase order confirmation > Purchase order confirmations Added Sent to EDI to list page, and buttons Send to EDI and Reset flag.
10084	Version log’s Message	Changed Message to unlimited type string
10026	Stock transfer receipt – Purchase order	New button Product receipt added to staging form. Enabled if the document setting Auto post receipt is set to Yes.
9496	Staging line height	New EDI extended data types to improve staging forms lines’ height.
10147	Consignment notes	Removed error message No document setting specified where a customer doesn’t have a setting profile assigned to Customer advanced shipping notice document. Add button will be disabled if no setting profile assigned. Add button is only enabled where document setting ASN strategy is set to Consolidated packing slip and Sent to EDI is No.
9827 9829	Sent to EDI on EDI processing workspaces	EDI Sales order processing workspace New tile and tab for Open invoice. Filtered to sales invoices for customer trading partners with ‘Sales invoice’ document enabled. Below new buttons and filters also added to Open consignment notes EDI Purchase order processing workspace New tile and tab for Open confirmation. Filtered to purchase confirmations for vendor trading partners with Vendor purchase order document enabled. All above processing workspaces Additional functionality on Processing for all the Open tabs: • Filtered to Sent to EDI is No • Filtered to Excluded set to No • Buttons: o Send to EDI - can create staging record from workspace and update Sent to EDI to Yes o Reset flag – Enabled when Sent to EDI is Yes. Reset ‘Sent to EDI’ to No which enables ‘Send to EDI’ button o Exclude / Include (New functionality) – Ability to exclude the record from the “outstanding” list. Use filter Excluded to view records that has been excluded and can use button Include to include record again. Doesn’t create the staging record, but assist users in managing their “outstanding” list.

Bug fixes

Number	Name	Description
9990	10.0.26 PEAP	Compile error fixes for 10.0.26 PEAP
10023	Customer advanced shipping notice	SSCC blank for ‘ASN line configuration’ PickingList
9707	3PL Document maintenance	Tile vs. Document list (all legal entities)
9644	Batch jobs	‘Process to outbound’ ran for all legal entities
9795	Purchase invoice	Using OrderedQty instead of InvoiceQuantity
9694	Saved views	Saved views not applied to all EDI forms
10080	Staging forms	Staging forms wasn’t opening correct record after inserting a column on lines
9820	XSLT format	‘Format outbound document’ not applied to XSLT
5402	Display method	Ability to add display method field (example numberOf Lines) to text template mapping and ability to import via entity
8341	3PL UI fixes	Various small user interface fixes on staging forms (removing duplicates etc.) Also updated entity ‘EDI Shipment Receipt settings – Transfer order’ to ‘EDI Settings Shipment Receipt - Transfer order’ for consistency
4432	Customer UI fixes	Various small user interface fixes to staging forms, POA document setting profile and adding Store code to Trading partner’s Address

Build 10.0.22.2022041013

Includes Inbound Transportation management (ITM) & ITM version Freight forwarder of 2022041012

Build 10.0.22.2022041014

Number	Name	Description
10236	Text document type template	Field position index reverted to not unique

Build 10.0.22.2022041015

Includes Inbound Transportation management (ITM) & ITM version Freight forwarder of 2022041014

Release 10.0.18.20220110

Build 10.0.18.202201101

Excludes Inbound Transportation management (ITM) & ITM version Freight forwarder

New features

Number	Functionality	Reason
8337	XML and JSON document template mapping	Additional mapping functionality for document templates XML and JSON
9642	Product dimension – Version	Added Version to all document types when Product dimension – Version is enabled – see MS for enabling steps
9690	Sales invoice – Product dimensions	Product dimensions added to Sales invoice document type

Bug fixes

Number	Name	Description
9597	Sales order header, EDI FastTab	Fix to Original EDI number on Sales order. Also added link on ‘Change EDI number’.
9601	currentSessionTimeHMS()	Fix to Outbound filename placeholder currentSessionTimeHMS(). Minutes showing as 90 instead of 09 for example.

Build 10.0.18.202201102

Includes Inbound Transportation management (ITM) & ITM version Freight forwarder

Release 10.0.18.20211029

Build 10.0.18.202110291

Excludes Inbound Transportation management (ITM) & ITM version Freight forwarder

New features

Number	Functionality	Reason
9521	Purchase invoice	Purchase invoice unit price rounding on conversion. Where document setting ‘Prices include sales tax’ is set to ‘Including tax’.
	Compile error	Compile error for SAB_EDIClerk.SAB_EDIFreightForwarderLandedCost.xml. Caught in 10.0.21

Build 10.0.18.202110292

Includes Inbound Transportation management (ITM) & ITM version Freight forwarder

Release 10.0.18.20211021

Build 10.0.18.202110211

Excludes Inbound Transportation management (ITM) & ITM version Freight forwarder

New features

Number	Functionality	Reason
52	Customer credit note	• Setting profile added to Customer document type ‘Sales invoice’. o Mappings for ‘Invoice’ and ‘Credit adjustment note’ o Don’t send credit note – Y/N • New field InvoiceType added to Customer document type ‘Sales invoice’. Backwards compatibility: Not mandatory to setup profile on Trading partner. If mapping not setup, ‘Invoice’ or ‘Credit note’ will be written to new field InvoiceType.
9310	Display first error	Display first error on inbound staging record (uses Version log) in new field on list page called ‘Message’. Also available on Inbound documents in Document maintenance workspace
9311	Canceled	Ability to change inbound file and staging record’s status to Canceled. Available on all inbound files, staging forms and Document maintenance workspace.
9479	Sent timestamp	EDI > Inquiries and reports > Functional acknowledgement received: ‘Sent timestamp’ changed from Date to Date and time

Bug fixes

Number	Name	Description
9263	Picking list cancellation	When 3PL sends a picking list registration with all the line quantities set to zero, which effectively cancels the complete picking list: EDI automatically creates a Picking list staging back to the 3PL with Order purpose = Cancellation. Fix: Don’t send cancellation back to 3PL
8775	Integration – Customer group	Field length on SAB_EDICustGroupStaging.GroupControlNumber changed to use EDT

Build 10.0.18.202110212

Includes Inbound Transportation management (ITM) & ITM version Freight forwarder

Release 10.0.18.20210928

Build 10.0.18.202109283

Excludes Inbound Transportation management (ITM) & ITM version Freight forwarder

New features

Number	Functionality	Reason
8343	EDIFACT	New module & licensing for ‘EDI – Standard formats’. Includes ability to map EDIFACT document template type.

Build 10.0.18.202109284

Includes Inbound Transportation management (ITM) & ITM version Freight forwarder

Release 10.0.16.20210817

Build 10.0.16.202108171

Excludes Inbound Transportation management (ITM) & ITM version Freight forwarder

Bug fixes

Number	Name	Description
9312	Reset status	Staging form displaying duplicate records when using Reset status and multiple batches setup for ‘Process to target’ step. Table SAB_EDIResetStatusTrans has been duplicated to new table SAB_EDIResetStatusSharedTrans. ‘Refresh module’ button now includes code to transfer records from old table to the new table with “Refresh module” button

Build 10.0.16.202108172

Includes Inbound Transportation management (ITM) & ITM version Freight forwarder