What's new in version 2601.2.0.0

Aptean EDI  •  Release Note  •  3/25/2026  • 

Features

With the features added in this release of the Aptean EDI extension,

  • The system prevents automatic assignment of the Shipment Date field value in the sales header when a transport route is assigned through the Aptean Transport extension while processing the Aptean EDI 850 and Aptean EDI 860 inbound messages.
    • When a transport route is present, the system calculates the shipment date based on the route using the requested delivery date or order date, ensuring the transport route scheduling logic is applied.
    • If no transport route is assigned, the system sets the shipment date from the inbound EDI message, by default.

  • The system updates the UPCCode and BuyersCatalog text element values based on the EDI Reference Type field value defined on the Item Reference Entries page while processing the Aptean EDI 204 Outbound messages. These text elements are updated as follows:

    • The UPCCode text element is updated when the EDI Reference Type field value is set to UPC.

    • The BuyersCatalog text element is updated when the EDI Reference Type field value is set to SKU.
      The system first checks customer item references and then barcode item references based on the item, variant, and unit of measure. If the system does not find a matching record for the specified EDI Reference Type field value, it uses item reference records where the EDI Reference Type field value is left blank to support existing functionality.

  • The system supports allowance detail item charge processing in Aptean EDI 850 inbound messages. The system translates the Allowance Code field value and maps it to the corresponding charge item and calculates the item charge amount using the Allowance Amount or Discount Percentage field value defined in the Allowance Detail segment.

    The system determines the charge amount using the following hierarchy:

    • The Allowance Amount field value on the EDI Document page.
    • The Discount Percentage field value on the EDI Document page.

    Additionally, the system updates the Allowance Code, Amount, and Discount Percentage field values on the EDI Document page to the fields such as Amount Code, Amount, and Percent. <!-- end ids -->

  • The system updates the NumberofCartons text element in the Aptean EDI 856 Consolidated and Aptean EDI 856 Level 4 outbound messages to correctly calculate carton counts based on the related EDI package header text element values.

Enhancements/Modifications

With this release of the Aptean EDI extension,

  • The system supports configurable packaging logic when processing the outbound Aptean EDI 856 Advance Shipping Notice (ASN) messages based on the configuration defined on the Shipping Agents page. The system updates the PackageCode, PackTareIndicator, NumberOfPallets, and NumberOfCartons text element values based on the EDI Dispatch Advice Package Type field value defined for the associated shipping agent.

    • When the EDI Dispatch Advice Package Type field value is set to Pallet, the system calculates the NumberOfPallets text element value based on the related package structure. If the EDI Dispatch Advice Carton UOM field value is defined and a unit of measure conversion exists, the system also calculates the NumberOfCartons text element value by converting shipment quantities using the specified carton unit of measure. In this case, the system sets the PackageCode text element value to PLT and the PackTareIndicator text element value to T.
    • When the EDI Dispatch Advice Package Type field value is set to Carton, the system determines the NumberOfCartons text element value based on the related EDI package records while the NumberOfPallets text element value remains blank. In this case, the system sets the PackageCode text element value to CTN and the PackTareIndicator text element value to P.

    If no value is defined in the EDI Dispatch Advice Package Type field, the system maintains the existing pallet-based behavior to support existing functionality. Additionally, the PackTareIndicator text element value can be overridden using the PACK_TARE_INDICATOR port option.

  • You can configure the Pack Tare Indicator field value in the outbound Aptean EDI 856 Advance Shipping Notice (ASN) messages by using the PACK_TARE_INDIC port option.
    • When the PACK_TARE_INDIC port option is defined on the EDI Port Card page, the system uses the configured value in the outbound Aptean EDI 856 message.
    • If the port option is not defined, the system uses the default value, P.
  • You can define the VALIDATE port option for the Aptean EDI 810 Purchase Invoice Inbound port to control unit price validation during EDI processing.
    • When the VALIDATE port option is set to Yes, the system compares the incoming EDI unit price with the default purchase price defined in the system.
      • If the prices match, the system creates the purchase line normally.
      • If the prices do not match and the message is processed in interactive mode, the system displays a notification.
        • If you select Yes, the system accepts the incoming EDI unit price and creates the purchase line with that price.
        • If you select No, the system stops the process, displays an error, and does not create the purchase line.
    • When the message is processed through the Job scheduler (non-interactive mode), the system does not display the notification. If a price mismatch occurs, the system displays an error and marks the EDI message as Failed.

UI/UX changes

The following UI/UX changes have been made in this release.

  • The EDI Dispatch Advice Package Type and EDI Dispatch Advice Carton UOM fields have been added to the Shipping Agents page.

  • The PACK_TARE_INDIC port option has been added to the Aptean EDI 856 port.

  • The VALIDATE port option has been added to the Aptean EDI 810 Purchase Invoice Inbound port.

Resolved issues

The following issues have been resolved in this release.

IDDescription
359658The system fails to consider the Base Calendar field value defined on the Customer Card page when processing inbound Aptean EDI sales orders. Instead, the system retrieves the calendar from the Company Information or Shipping Agent Services page, causing shipment dates to be calculated on customer non-working days.
355041An error occurs when processing inbound Aptean EDI 860 transactions where the system incorrectly clears the Unit Price Excl. Tax field value in the sales order line, causing a price discrepancy when the Validate Unit Price port option is enabled.
357837An error occurs when processing inbound Aptean EDI 860 messages from the All EDI Messages page.
355042The system fails to correctly calculate the ServiceAllowanceChargeHeader (SAC 07) text element value percentage when processing inbound Aptean EDI 850 messages, resulting in incorrect allowance or charge amounts.
336064An error occurs when executing the Get Posted Document Lines to Reverse action on the Sales Return Order page.
359432The system incorrectly updates the VendorsDUNSNumber text element when the VENDOR_DUNS port option is configured while processing the Aptean EDI 810 Outbound message.