Application Version 10.0.24 Feature Summary

Feature name

Feature State

Module

Clean up purchase-order update history

This feature lets you clean up temporary historical records related to purchase-order updates. It adds a new button called “Clean up purchase update history” to the Action Pane of the purchase orders form.

On by default

Procurement and sourcing

Clean up sales update history based on age

This feature lets you set the maximum age of records to keep when running the "Sales update history cleanup" periodic task. Older records will be deleted. This is useful for when you set the task to run periodically because the age is always calculated relative to the date the task is run. Without this feature, you can only set a specific date for the oldest records to keep.

On by default

Sales and marketing

Enable enhanced async customer creation

This feature enables enhanced async customer creation which supports affiliation and secondary contact information. It brings feature parity with sync customer creation.

On by default

Retail and commerce

(Brazil) Product Name Translation Fix

Enables forced translation of product names to Portuguese language when the translation is available.

Accounts receivable

(Brazil) Search customers in Retail POS by tax registration numbers

This feature impacts the Retail POS functionality for Brazil. It allows you to add a search criterion to enable searching for customers in Retail POS by tax registration numbers.

Retail and commerce

(India) Enable editing of TDS / TCS group in credit note through Purchase order / Sales order

After enabling the feature, TDS / TCS (withholding tax) group in the credit note will default as blank or users can select the TDS / TCS group attached to the original invoice. This feature will allow the user to issue credit notes without reversing TDS/TCS transaction.

Tax

[Europe] Run Intrastat transfer procedure not in a single inclusive transaction

When you enable the feature, the Intrastat transfer procedure will be executed in smaller transactions and not in a single inclusive transaction. This makes sure that you don’t have a single long running transaction that may be aborted automatically if running longer than for 24 hours. End user will experience the change in the timing when the customer, vendor and project invoices are transferred to the Intrastat journal. Now invoices will be transferred one by one while before this feature is switched on, invoices are transferred all together after the whole Intrastat transfer procedure ends. User may experience that some invoices are transferred and some are not for the selected criteria of Intrastat transfer if any issue happens during the execution and an error message is shown. If Intrastat transfer procedure ends with error, user should run the procedure again for the selected criteria of Intrastat transfer.

Tax

Budget Control - performance enhancement for pending documents

This feature will allow improved performance when managing open documents such as unposted invoices. It enables the logic to skip removing budget data when tax lines are deleted.

Budgeting

Display all preauthorized payments at checkout in POS

When enabled, if a user has existing payments available when checking out in store, POS will display that existing payment options are available to utilize with the transaction. When payment methods are displayed, POS will display all pre-pay options for "Apply All" or selective choosing of which existing payment method to apply.

Retail and commerce

Enable accessibility feature on report PDF files.

This feature render an accessible/tagged PDF report, which is larger in size but easier for screen readers and other assistive technologies to read and navigate.

System administration

Enable auto-rotate for print preview on Report PDF viewer control.

This feature enables auto-rotate function for print preview on Report PDF viewer control.

System administration

Enable date of vendor VAT register on vendor invoices.

Feature introduces a new field Date of vendor VAT register on vendor invoices. This is the date of taxable supply.

Accounts payable

On-demand material availability check for production orders

This feature makes it faster to open the "Production orders to release" page, which is available from the "Production floor management" workspace. Without this feature, the system automatically checks whether materials are available for all listed production orders as soon as you open the page, which can take significant time if you have a large number of orders. When this feature is enabled, the system instead provides a toolbar button, which you can use to initiate the materials check only for selected orders and when needed.

Production control

Only track amounts in the budget funds available calculation

This feature changes to only track amounts used in the budget funds available calculation.

Budgeting

Run "Initialize commerce scheduler" automatically after Headquarters is updated.

Upon enabling this feature, package generation will check if a Headquarters update has been applied and "Initialize commerce scheduler" has not been run. It will be executed if it has not been run.

Retail and commerce

Separate sales tax payment report generation from sales tax settlement

When the feature is enabled, after the settlement process is completed, no sales tax payment report is printed. Instead, you receive the following message: "The sales tax settlement and posting is completed. The voucher 'xxxx, m/d/yyyy' has been posted."

Tax

Transaction text for ledger reversing entries

Add support for parameters for transaction text for ledger reversing entries

General ledger

Validate expiration of raw materials against planned consumption date

This feature changes how batch expiration dates are validated when reserving a batch of raw material to be used during production. When this feature is enabled, the batch expiration date is validated against the planned consumption date (the raw material date), as established on the production BOM line or batch order formula line. Previously, the batch expiration date was validated against the planned delivery date of the production or batch order.

Production control

(Preview) Register material consumption on the production floor execution interface (non-WMS)

This feature enables workers to use the production floor execution interface to register material consumption, batch numbers, and serial numbers. This feature only supports items that are not enabled to use advanced warehouse processes (WMS). Support for WMS-enabled items is scheduled for a future release. Some manufacturers, especially those within the process industries, need to explicitly register the amount of material consumed for each batch or production order. For example, workers might use a scale to weigh the amount of material consumed as they work. To ensure full material traceability, these organizations also need to register which batch numbers were consumed when producing each product.

Preview

Production control

Ability to itemize recurring expenses quickly

When itemizing expenses, currently, users do not have an easy way to capture recurring charges. As such, each expense line item /subcategory needs to be added manually for each day. This is very cumbersome when the charges are recurring across multiple days. This feature will allow users to itemize recurring expenses quickly and avoid the need to enter the daily expenses each time for the duration of stay.

Preview

Expense management

Align ER application specific parameters while importing

Use this feature to enable importing of application specific parameters of a source version of an Electronic reporting (ER) format when the structure of the corresponding to those parameters ‘Lookup’ data sources has been changed in the target version of an ER format. The imported application specific parameters will be automatically aligned with the modified structure of the relevant 'Lookup' data sources of the target ER format allowing you to re-use the previously configured parameters. You can manually append the imported application specific parameters later adopting them to the structure of the relevant 'Lookup' data sources.

Preview

Organization administration

Forcing to use for data parsing only cell data types that are defined in an ER format

When you enable this feature, the Electronic reporting (ER) framework uses for data parsing only cell data types that are defined in an ER format. When this feature is disabled, ER tries to recognize cell data types based on values of cells of an inbound file in Excel format.

Preview

Organization administration

New load planning workbench pages.

Enables the new load planning workbench pages: "Inbound load planning workbench" and "Outbound load planning workbench".

Preview

Warehouse management

Feature name

Module

Revenue recognition

Revenue recognition can be turned on and off using Feature management. Users can enable the Revenue recognition module in the Feature management workspace. In the future, the Revenue recognition configuration key will be deprecated. The configuration key will still be available, but because it’s being deprecated, toggling the configuration key won’t have any impact on revenue recognition functionality.

General ledger

Tax in transfer order

This feature is enhanced in 10.0.23 to enable printing tax information on transfer order documents. For more information, see Print tax information on transfer order documents

Tax

Tax Calculation Service

This feature is enhanced in 10.0.23 to support legal entity's primary address in Japan, Malaysia, Singapore, and Thailand. See the section, Supported countries/regions in the topic, Tax Calculation overview for more information.

Tax

(Russia) Run Inventory balance turnover report calculation in batch

The feature allows you to run the Inventory balance turnover report in batch, to store the result of the calculation, and then view the reports.

Inventory and warehouse management

(Russia) Post storno financial inventory transactions according to the correction flag in the financial voucher for sales orders

This feature impacts the credit note corrections functionality for Russia. It enables posting of inventory transactions for sales invoices in accordance with the correction option in the general ledger. When this feature is enabled, there are no more discrepancies between the Correction flag on the financial voucher of the inventory transaction and the Storno flag on inventory transactions.

Inventory and warehouse management

(Czech) Enable manual input sales tax amounts for reversing prepayment sales tax amounts

This feature allows you to manually input sale tax amounts if you need to reverse the prepayment sales tax amount when settling a vendor invoice against a prepayment. When a user marks an invoice and a prepayment for settlement, the system displays the Reverse sales tax amounts for input sales tax amounts for reversing. This is displayed if sales tax rates in prepayment are different from invoice sales tax rates.

Shared AP and AR