What's new in version 2602.1.0.0

Trade Management • Release Note • 5/27/2026 •

Enhancements/Modifications

With this release of the Aptean Trade Management extension,

You can configure how packaging items are excluded from freight and trade cost calculation when generating item charge assignments by setting the Packaging Exclusion Method field value on the Trade Management Setup page. For more information, see Trade Management Setup.

Run the Recalculate Accrual Trade Lines for Sales Documents report to recalculate accrual trade lines across multiple sales documents in a single batch operation. For more information, see Recalculate Accrual Trade Lines for Sales Documents.
Run the Recalculate Accrual Trade Lines for Purchase Documents report to recalculate accrual trade lines across multiple purchase documents in a single batch operation. For more information, see Recalculate Accrual Trade Lines for Purchase Documents.

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

The Packaging Exclusion Method field has been added to the General FastTab of the Trade Management Setup page.
The Recalculate Accrual Trade Lines for Sales Documents report has been added to the Trade Management > Reports menu.
The Recalculate Accrual Trade Lines for Purchase Documents report has been added to the Trade Management > Reports menu.

The following issues have been resolved in this release.

ID	Description
371534	The system takes a long time to complete the Create Trade Statements process on the Create Trade Statements report. Additionally, the job queue times out when processing a large number of trade accrual entries.
373148	An error occurs when executing the Post action on the Purchase Invoice page. The system fails to post invoices created using the Trade Statement functionality. Additionally, no entries are created. This issue arises when the invoice is generated from the Trade Statement page.
371830	The system incorrectly updates the sales unit of measure on the Trade Accrual Entry (Interim) page as a non-base UoM (e.g., CTN) when shipping or invoicing, even though the quantity is converted to the base UoM. This mismatch between the unit of measure code and the quantity is carried through to the trade statement line, resulting in incorrect data on the customer-facing statement.
372904	The system fails to delete a trade partner card created without a Source No. field value. Additionally, the system incorrectly displays a validation error stating that source number must have a value, even when no source entity is linked.