Release notes

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

Current version

Next release is planned for 30 April 2024.

Release 10.0.34.20231031

DXC EDI 10.0.34 runs on the following Microsoft releases

Base	Version	Release
Microsoft Dynamics 365 application	10.0.34	What’s new or changed in Dynamics 365 application version 10.0.34
Microsoft Dynamics 365 application	10.0.35	What’s new or changed in Dynamics 365 application version 10.0.35
Microsoft Dynamics 365 application	10.0.36	What’s new or changed in Dynamics 365 application version 10.0.36
Microsoft Dynamics 365 application	10.0.37	What’s new or changed in Dynamics 365 application version 10.0.37
Microsoft Dynamics 365 application	10.0.38	What’s new or changed in Dynamics 365 application version 10.0.38

Build 10.0.34.202310312

Release date: 31 October 2023

New features

Core module - Applies to all modules

Number	Name	Description
16412	DXC License	DXC License 10.0.34.202310311. DXC License updated to include feature managed SmartSend and Core extensions. If your environment includes these products, they would also require upgrade to feature managed releases.
12020	Outbound files	Trading partner button on Outbound files
16326	Trading partners	Increased Trading partner’s Search mask length from 30 to 60 characters

Customer module

Number	Name	Description
16125	Customer purchase order	New Setting profile option Suppress add new address. Not applicable to staging records that have Store code populated, only applicable where the staging header’s address fields are used to create the new sales order. When the staging header’s address can’t be found against the customer and Suppress add new address is set to Yes, a new address will not automatically be added to the customer and used on the sales order - the staging record will error instead.
16292	Customer purchase order	Increased Buyer code EDT length from 20 to 60 characters.
16131	Customer purchase order Customer purchase order acknowledgement	New Customer purchase order setting profile option Skip error lines. When set to Yes, the staging lines that can’t be created as sales order lines are skipped and the sales order contains only the lines that could be created. Examples: product is stopped for sales, or item number can’t be found. The customer purchase order acknowledgement to the customer still contains the skipped line(s), with POA code item set to the mapped value for new POA response code Line item - error. Implementation requirements to use new functionality: • Set Customer purchase order setting profile Skip error lines to Yes • If POA will be sent, set a mapped value for new response code Line item - error
16299 16350	Customer purchase order acknowledgement	Staging line field ‘POA code item’ is a concat of ‘Price code + Qty code + Pack code + Inner Code’. Field ‘POA code item’ stays as-is. We’ve added a new “summarised” field called ‘POA code line’ with either of the following results (if new response codes are mapped): • Line - accept: If all the applicable line codes are accept • Line - reject: If all the applicable line codes are reject • Line - advise: If all the applicable line codes are combination of advise and reject New response codes have been added to ‘Customer setup > POA response code group’ for these three “summarised” response codes. Response code is only applicable if mapped. The following responses are deemed Accept: • Line price - accept • Line item - accept • Line item - pack accept • Line item - inner accept • Response code not mapped The following responses are deemed Reject: • Line price - advise • Line item - out of stock • Line item - withdrawn • Line item - pack difference • Line item - inner difference

Vendor module

Number	Name	Description
15272	Vendor purchase order change - Order line change type group	Ability to limit when a staging record is created. Staging record will not be created where all line’s Order line change type’s Don’t send change is set to Yes.
15356	Vendor purchase order change - Order line change type group	Order line change types - Additional options added: • Price change - Price change only to existing purchase order line. X12 example: PC • Quantity decrease - Only quantity decrease to existing purchase order line. X12 example: QD • Quantity increase - Only quantity increase to existing purchase order line. X12 example: QI • Reschedule - Only requested delivery date change to existing purchase order line. X12 example: RS • No change - No changes to existing purchase order line. X12 example: NC Order line change types - Existing option modified: • Changes to line items - Multiple changes to existing purchase order line, for example quantity and price. X12 example: CA

3PL module

Number	Name	Description
16009	Shipment receipt - Voyage	Ability for inbound document to create a D365 batch if it doesn’t exist in D365. • Setting profile: New option Create batch • Staging lines: New fields Manufacturing date and Expiration date - to be used when creating the new batch in D365.
16128	Shipment advice - Voyage	Additional fields add to staging and template lines: • Line number - Staging line number • Line number document - Source document’s line number • Order - Source Purchase order or Transfer order number

Freight forwarder landed cost module

Number	Name	Description
16030	Voyage advice	New outbound document that provides the ability to send Purchase order details to the Landed cost freight forwarder. User guide Setup: Add Templates and Outbound files on Document types and assign to applicable Freight forwarder landed cost Trading partner Processing: • Assign applicable Shipping company on the Purchase order header Landed cost FastTab. • Use Send to EDI on the Purchase order’s Action Pane, Purchase tab, Landed cost heading, to create the outbound staging record
16343	Voyage creator	New option on Setting profile’s Source line search strategy and new Staging lines field called Line number document. Provides the ability for Voyage creator to match to the source document’s (Purchase or Transfer order) Line number when creating the Voyage lines.

Bug fixes

Core module - Applies to all modules

Number	Name	Description
14981	Document types	When using the Copy button on Setting profiles and Validation profiles, limit the string size for Name.

Customer module

Number	Name	Description
16356	Customer purchase order acknowledgement	If the user clicked ‘Send to EDI’ on the Sales order’s Action pane (EDI tab) without opening Acknowledgement first, the POA codes haven’t been initialised yet and blank values would be populated for the POA codes in the staging record. The POA codes are now also initialised when clicking ‘Send to EDI’ on the Sales order’s Action Pane (if POA codes are blank).
16121	Customer advanced shipping notice	The ASN staging record wasn’t displayed in Sales order’s EDI History.
16394	Customer advanced shipping notice	Blank Ship date and Scheduled delivery date for Intercompany ASN.
16402	Customer advanced shipping notice	Only relevant to Intercompany ASN. When the intercompany shipping sales order had multiple shipments, received error ‘Cannot create a record in Consignment note lines (SAB_EDIConsignmentNoteLines). The record already exists.’

3PL module

Number	Name	Description
10528	Shipment advice - Voyage Shipment receipt - Voyage	Missing security to access staging forms

Freight forwarder landed cost module

Number	Name	Description
16149	Voyage creator	When the purchase order line contained a different unit to the product’s inventory unit and the voyage creator line used the same unit as the purchase order line, the voyage quantity was incorrectly multiplied by the unit conversion. To support this fix, we implemented 16343 Source line search strategy called Line number document for voyage creator to find the applicable source line’s unit for correct unit conversion. Thus if your purchase order line’s unit differ to inventory unit, you need to use this new source line search strategy option.
10637	Voyage creator Voyage tracking	Voyages button enabled prior to processing of record
12598	Document types	Description in Document types updated for new records for: • Voyage creator • Voyage tracking
16055	Voyage tracking	‘SAB_EDIStagingHistory::logHistory has been incorrectly called’ error when processing staging record when ‘Voyage id source’ set to ‘External id’

Previous version(s)

Approximately one year of previous versions are included below.

Release 10.0.34.20230731

Build 10.0.34.202307313

Release date: 18 October 2023

Bug fixes

Customer module

Number	Name	Description
16289	Customer advanced shipping notice	Updates to Intercompany ASN as there were still settings used from intercompany trading partner (shipping company) instead of customer the ASN will be sent to (originating EDI customer). The intercompany ASN now doesn’t require the shipping company setup as customer trading partner.
16134	Customer advanced shipping notice	Only applies to ‘Auto assign consignment note number’ document type set to Yes: • Use sales order header’s delivery address when creating/assigning consolidated packing slip Only applies to ‘Auto assign consignment note number’ document type set to Yes and ‘ASN strategy set to Consolidated packing slips: • If a packing slip should be sent to EDI, for example ‘Send only for EDI orders’ is Yes and the order is EDI, but an existing open Consolidated packing slip exists for a packing slip(s) that shouldn’t be sent to EDI (for example order isn’t EDI), the packing slip will not be added to the consignment that can’t be sent to EDI.

Build 10.0.34.202307312

Release date: 28 September 2023

Bug fixes

Core module - Applies to all modules

Number	Name	Description
15887	Connection types - SFTP	The underlying connection was closed: The server committed a protocol violation. Issue only for release 10.0.34.202307311 that prevented file moved to archive/error folders.

Customer module

Number	Name	Description
16094	Customer advanced shipping notice	Intercompany order not identified as EDI order for sending ASN. Use ‘Send only for EDI orders’ from originating company for intercompany orders.

Build 10.0.34.202307311

Release date: 31 July 2023

New features

Core module - Applies to all modules

Number	Name	Description
14455	Connection types - Azure, FTP and SFTP	New option Disable delete. When set to Yes, the file will not be deleted from the import path. This is useful where company doesn’t have edit rights on the connection and don’t want to see an error in the connection log. FTP: Enabling this option may cause a performance impact. Each file will be downloaded and uploaded to its specific directory to retain file in source directory.
N/A	Licensing	New versions included: • DXC License 10.0.34.202307311 • DXC License Manager 10.0.32.202307312

Customer module

Number	Name	Description
14184 15009	Customer advanced shipping notice	Support Intercompany Customer ASN. Creates the ASN against the originating EDI order’s Trading partner and applies their ASN document setting, for example only create for EDI order. The intercompany ASN’s External item number will be obtained from the originating sales order line - only applies to EDI orders.
14569	Customer advanced shipping notice	New document setting Auto assign consignment note number and EDI parameter’s Number sequence Consignment note number. Ability to auto generate consignment numbers for Single and Consolidated packing slips. Where Shipping carrier is set to auto generate consignment numbers, the pro number sequence will still be used. This new document setting option applies to sales orders where no shipping carrier is assigned, or the shipping carrier doesn’t auto generate consignment notes. Where the document setting’s ASN strategy is set to Consolidated packing slips and Auto assign consignment note number is set to Yes, the packing slip will automatically be assigned to latest open (not sent to EDI) consignment that matches the packing slip (for example shipping carrier, customer, address). If an open consignment note is not found, a new consignment note will be created and the packing slip assigned. Users can still manually create and assign consignment note numbers as well. User guide
14964	Customer advanced shipping notice	New periodic task called Send customer advanced shipping notice. Ability to set a recurrence for automatically sending open (Sent to EDI is set to No) consignment note numbers to EDI which sets the Consignment note’s Sent to EDI to Yes and creates the ASN record. This is useful for consolidated packing slips that can be automatically “closed” and ASN created after a certain time in the day. User guide

3PL module

Number	Functionality	Reason
14343	Product master	Ability to filter to multiple Lifecycle states on the Product configuration update periodic task. This periodic task’s purpose is to flag the product as applicable to the 3PL warehouse if inventory transactions exist.

Bug fixes

Core module - Applies to all modules

Number	Name	Description
11657	Saved views	Applicable when feature ‘Saved views performance enhancement’ is enabled, and user navigates from a staging form to Inbound files using the Inbound files button. Inbound file’s Default view is applied and could result in applicable inbound file not displaying. When setting new EDI parameters field Apply standard view to: • Yes: the standard view will be applied • No: the default view will be applied
14821	Connection types - Azure and FTP	File delete was attempted after file has been moved to error folder. Functionally worked, but log indicated an error for attempted delete. FTP filename will get a date/time stamp suffix when moved to archive and error paths.
14437	Connection types - Azure, FTP and SFTP	When Archive path / container is not setup the intention is not to archive the import file, example where company doesn’t have edit rights on the connection. The connection log should not give a warning that it failed to archive in this case.
15269	Data entity - EDI Outbound file names	Import failed with: Field ‘EDI Document type’ must be filled in

Customer module

Number	Name	Description
13069	Data entity	Entity POA response code group lines didn’t allow importing values where Allow auto trigger is set to No.
14648	Customer advanced shipping notice	The Shipped quantity (field Quantity / OrderQty) was in Inventory unit, now changed to match the Sales unit for the ASN line. Field InventQty is still in the Inventory unit.
12619	Customer advanced shipping notice	Update label for InventQuantity to Inventory quantity and added to the staging form.
15192	Customer purchase order acknowledgement	Fix to mapped values for staging line field POA code item. Extra character added to lines after line 1.

Release 10.0.34.20230615

Build 10.0.34.202306151

Release date: 15 June 2023

Manual actions required

Due to moving to the DXC License model in 14561, it is required to create an uninstall package to remove the Sable37 License model.
Otherwise you will receive duplicate object errors.
See MS instructions.

New features

Core module - Applies to all modules

Number	Name	Description
14561	Update model display names and licensing	About > Version: Update to models’ display name to include DXC. Moved to the DXC License model, see ‘Manual actions required’.
14205	Connection type - Azure Blob Storage	Update to support Azure Blob Storage related method depreciation in 10.0.34. Replaced StartCopy with BeginStartCopy Update method for moving File in Azure Blob Storage Obsolete API
14178	Process to staging	With the change to allow multiple incoming documents for the same document type for a Trading partner (8420), the setting and validation profile assigned to the document for the trading partner was assigned to the inbound file. To support scenarios where the filename isn’t unique per trading partner, and the staging record created against a different trading partner (using GLN inside file), this change assigns the setting and validation profile when processing the inbound file to staging and thus applying the staging trading partner’s setting and validation profiles.

Customer module

Number	Name	Description
14131 14584	• Customer purchase order • Customer purchase order change	Support for 10.0.34 feature Apply sales tax group for product variants in sales and procurement. Ability to use “override” item sales tax group for a variant when creating the sales order line.
14157	• Customer purchase order acknowledgement • Customer advanced shipping notice	Add fields: • Ordered quantity • Backorder quantity

Vendor module

Number	Name	Description
14581	Vendor purchase order acknowledgement	Support for 10.0.34 feature Apply sales tax group for product variants in sales and procurement. Ability to use “override” item sales tax group for a variant when creating the purchase order line.

Bug fixes

Core module - Applies to all modules

Number	Name	Description
14434	Trading partners	Couldn’t delete an EDI Trading partner when no EDI transactions existed for the Trading partner. Fixed transactions validation to allow empty trading partner’s deletion

Customer module

Number	Name	Description
14112	• Customer purchase order • Customer purchase order change	Where the staging line’s Unit is empty and Document setting’s Blank sales unit is set to use Sales trade agreement unit and the Itemd id source is Barcode or GTIN, the unit from the Barcode or GTIN will be used when creating the sales order line.

Vendor module

Number	Name	Description
9231	Purchase order	When the Vendor Trading partner had Vendor purchase order acknowledgement (POA) enabled, and the Purchase order has been confirmed but the POA hasn’t been received yet: When clicking on Purchase order line details’ ‘EDI acknowledgement’ tab, errored with ‘Function SAB_EDIDocumentTypeClass::constructBasedOnDocumentType has been incorrectly called.’ Update to document settings function.

Release 10.0.31.20230505

Build 10.0.31.202305054

Release date: 25 May 2023

Bug fixes

Vendor module

Number	Name	Description
14407	Purchase invoice	Where the purchase invoice contained a zero unit price, the purchase order line’s unit price was used in calculation the invoice’s line amount. This has now been fixed to use staging values.

Build 10.0.29.202305053

Release date: 5 May 2023

New features

Core module - Applies to all modules

Number	Functionality	Reason
12869	Azure connection	New field Folder name for Azure connections adds the ability to set an azure folder for incoming and outgoing paths. Test path connection excludes folder names.
13014	Text template	Additional Row delimiter option Tilde {~}
12403	Export batch job	Where there is no data to export, change export batch’s log from error to info log
13519	Picking list	New option Restrict EDI picking route generation to allowed document types on EDI parameters • No (default) - Record created in table SAB_EDIWMSPICKINGROUTEEXT each time a picking list is posted. • Yes - Record will only be created in table SAB_EDIWMSPICKINGROUTEEXT for customers with Customer advanced shipping notice and Warehouses with Picking list documents enabled.
N/A	License manager	License manager version 10.8.32.10171 Enhanced Licensing capabilities to assist with licensing support and scaling. Note: Required to upgrade all installed DXC products to at least the following versions: • EDI 10.0.29.202305053 • Finance utilities 10.0.29.202305051 • SmartSend 10.0.29.202304142 • Core extensions 10.0.29.202304142 • DocuSign 10.0.29.202304211 • Item creation 10.0.29.202304211 • PLM 10.0.29.202304211 • Forex 10.0.29.202305101

Customer module

Number	Functionality	Reason
12615	Sales invoice	Additional Sales order header fields added to Sales invoice line fields: • Sales responsible • Sales taker
12647	New entity ‘EDI sales order entity’	New entity EDI sales order entity (SAB_EDISalesTable) provides users the ability to populate this table for sales order orders not created via EDI. This is useful for cutover sales orders where a customer is not set to receive EDI ASN or Sales invoice for non-EDI Sales orders.
13782	SAB_EDISalesUseCustomerPrice	Changed SAB_EDISalesUseCustomerPrice from Private to Public
13698	EDI Sales order processing - Pending POA	Ability to select multiple Pending POA records and click Send to EDI on the EDI Sales order processing workspace

Vendor module

Number	Functionality	Reason
12897	Vendor purchase order acknowledgement (POA)	When Line item - added is used to create a new line on the D365 Purchase order (PO), the PO line’s Site and Warehouse will be set by POA staging line if these fields are provided, else set by the Site and Warehouse on the PO header.
13075	Vendor purchase order acknowledgement (POA)	Where a Vendor purchase order acknowledgement staging record has errored because of Error tolerance validation, button Override error validation can be used to override and process to target. The button is available on: • EDI > Vendor workspaces > EDI purchase order processing. Select the Validation tab and select POA Errors under Processing or the tile under Summary. • EDI > Documents > Vendor documents > Vendor purchase order acknowledgement. Button is enabled when status is not completed or canceled.
12898	Vendor advanced shipping notice (ASN)	Use the purchase order line’s location when creating the Arrival journal. Previously used the default location.
13649	Purchase invoice	Related to 10372, Product receipt quantity to match logic has been updated to include invoice quantity of zero.

3PL module

Number	Functionality	Reason
12403	Product master	New document Product master in 3PL module. Can be used to provide information about new products and changes to existing products that apply to the warehouse. Products can be manually flagged and/or use periodic job to flag as applicable to the warehouse. Setup and Processing.

Bug fixes

Core module

Number	Name	Description
10532	Inbound files Outbound files	When file was processed by batch Log didn’t show the log message.
12628	Trading partner documents	EDI > Inquiries and reports > Trading partner documents. Form couldn’t open if environment contains a large number of trading partners (example 3000 EDI trading partners).
12715	Document type - XML and JSON templates	Removed automatic upper case applied to mapping name. For example renaming CurrencyCode to Currencycode, used to automatically revert to CurrencyCode and processing would fail if the incoming document field was called Currencycode.
13854	FTP and SFTP Connection types	When new was selected on Incoming paths, the first Outgoing path document’s Type was changed from Outbound to Inbound

Customer module

Number	Name	Description
14057	Sales order	Fix to query on Trading partners link on Sales order (EDI tab on ActionPane).
13654	Sales invoice	Revert changes from 11723. Caused Batch invoicing not creating Sales invoice EDI staging records.

Vendor module

Number	Name	Description
12747	Vendor purchase order acknowledgement (POA)	When the Vendor purchase order acknowledgement is processed from import to staging, and there are two vendors with the same GLN (two different legal entities), it would pick up the first Vendor GLN’s Company to create the staging record. And then tries to find the purchase order in the incorrect company when processing to target.

3PL module

Number	Name	Description
14108	Transfer order - History	EDI History was limited to Transfer orders where the To (receiving) warehouse was setup for EDI. Now includes From (shipping) warehouse that are setup for EDI.

Release 10.0.29.20230130

Build 10.0.29.202301301

Release date: 30 January 2023

Manual actions required

Due to new setting Send only for EDI orders. Ensure Customer Trading partners have setting profiles assigned to below documents:

• Customer advanced shipping notice
• Sales invoice

Else users will receive error ‘Update has been cancelled. No document setting specified’ when trying to post the Sales order’s Packing slip and Invoice.
Can be manually updated in EDI > Setup > Trading partners or by using data entity EDI Documents - Customers

New features

Core module - Applies to all modules

Number	Functionality	Reason
11625	EDI history	Move EDI history extensions to shared EDI module and Replace SAB_EDISalesOrderHistory
5664	Staging metadata	The following non-editable SQL fields have been added to Document types’ Staging metadata: • Field type • Field length • Mandatory
10646	Outbound files	File transfer type filter added to Outbound files.
11978	EDI Document maintenance workspace	Ability to select multiple records and use Reset status or Cancel.
12007	Connections	Log ability added to all connection types. Ability to set Logging level and Retention period. This provides users the ability to set Custom alerts. For example if a connection can’t connect a log with level Error can be created.
12609	SFTP	Keyboard Interactive Authentication added to SFTP. Upgraded Renci.SSHNet library to 2020.0.2
N/A	License manager	License manager version 10.8.32.10156

Customer module

Number	Functionality	Reason
4467	Customer purchase order	New field Sales origin added to Customer purchase order’s Setting profile (default is Blank). Field has also been added to the Staging header. If new header staging field or document setting is not blank, the value will be written to the created Sales order’s Sales origin field.
12286	Customer purchase order	New line field Customer reference added to lines. If the staging line fields Customer requisition and Customer reference is populated, these will be used when creating the sales order lines. If staging fields not populated it will use the header fields to populate new sales orders lines (previous process).
12369	Customer purchase order acknowledgement	New header fields added to staging: • Terms of payment • Terms of payment description • Sales responsible • Sales taker • Email • Telephone • Delivery terms • Delivery terms description • Mode of delivery • Mode of delivery description
11747	Customer advanced shipping notice	New document setting Send only for EDI orders. When set to Yes, and the sales order wasn’t created via EDI, an outbound ASN staging record will not be created.
12254	Customer advanced shipping notice	Line number document added to staging lines. Existing Line number uses Packing slip’s Line numbers, but the ASN could contain multiple packing slips, thus we added the additional field Line number document for unique staging line numbers.
12385	Customer advanced shipping notice	New line fields added to staging: • Email • Telephone • Country of origin (as setup on product) • Mode of delivery • Mode of delivery description • Way bill number - if ASN created from Shipments New line fields added to Consignment note • Email • Telephone • Mode of delivery • Mode of delivery description
11747	Sales invoice	New document setting Send only for EDI orders. When set to Yes, and the sales order wasn’t created via EDI, an outbound Sales invoice staging record will not be created.
12412	EDI Sales order processing workspace	Open consignment notes - Exclude for non ASN customers.

Vendor module

Number	Functionality	Reason
12224	Vendor purchase order acknowledgement	If populated, the POA staging line’s ‘Acknowledged delivery date’ can update the applicable purchase order line’s Confirmed delivery date. Previously it was updated only by the POA header’s ‘Acknowledged delivery date’.
12294	Vendor purchase order acknowledgement	Ability for the POA to add a new line to the D365 purchase order. Map vendor’s value to POA response code Line item - added. Set a validation option of Info, Warning or Error if allowed to add this new line to the purchase order. Warning and Error records will be displayed in the EDI Purchase order processing workspace.

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.
11999	Export template for text types	Fix Error ‘Buffer for call of SAB_EDITemplateFile is not specified.’ when clicking ‘Export template’ for Text templates via Mappings.
5898	Inbound files Outbound files	Attachment tab not always visible.
12199	Trading partners	Could only filter to one company in column.
12424	Batch recurrence	Added batch recurrence options Months and Years to: • Batch control group • Inbound file’s Retrieve files • Export batch jobs’s New batch job

Customer module

Number	Name	Description
12390	Customer purchase order change	Quantity change not updating the Pick / Invent quantity on the sales order line.
12391	Customer purchase order acknowledgment	Only applicable for POA created after Customer purchase order change. POA’s SalesQty still showed original quantity, not updated quantity.
1603	Customer advanced shipping notice	Only applicable to Warehouse ASN line config WHSContainerization. Customer advanced shipping notice lines duplicated when lines are split (for example multiple batches).
12299	Customer advanced shipping notice	Populate PackingSlipId on lines.
11723	Sales invoice	Unticking Send to EDI when posting the Sales invoice still created a staging record.

Vendor module

Number	Name	Description
1989	Purchase agreement	Fix External item number for Vendor purchase order document where created from a Purchase agreements.
12291	Vendor purchase order acknowledgement	Vendor price rounded on EDI purchase order confirmation.

3PL module

Number	Name	Description
11913	Transactional locking type	When there’s insufficient physical inventory available to post write-off transactions with ‘Picking list registration’, ‘Inventory adjustment - Transfer’ and ‘Inventory adjustment - Movement’ documents, the ‘Process to target’ batch job crashes with this update conflict error: Batch task failed: Cannot edit a record in Inventory order transaction (WMSOrderTrans). An update conflict occurred due to another user process deleting the record or changing one or more fields in the record. Resulted in staging records after issue record not being processed. Changed: Transactional locking type allow multiple updates.
12425	Picking list	Sent to EDI incorrectly displayed No where the sent Picking list has received a Picking list registration and the lines have been split (for example multiple batches).
12550	Inventory adjustment workspace	Updated security on the Reset flag, Exclude, Include, Send to EDI buttons for: • Open picking list • Open shipment advice - Purchase order • Open shipment advice - Return order • Open shipment advice - Voyage

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

Installation process

To align with MS best practice and to protect our IP the following applies to the release process.

• The license models DXCLicense and Sable37License will only be released as binaries as part of a deployable package.
• We will not provide test models for the products, neither as binary or source code.
• We will only publish the release as a deployable package.
• Model source code can be provided at our discretion. It can be requested for debugging upgrade errors, or if required for extensions.
  • If you have been given the source code to our model for extension or debugging purpose, never make modifications directly to our models!
  • If you need an extension point, please send an email to ECLANZProductSupport@dxc.com and request it to be implemented.

Depending on the installation history follow one of these guides to install the new release.

Installation without existing installed product

1. Apply the deployable package to your environment.
2. If you have requested any model for extension or debugging purposes. Install the model source code. a. Note, once the model source code is compiled it will overwrite the binaries installed when the deployable package was applied.

Installation with existing installed product

If you’re installing the new release in an installation that already has a previous version of the product installed and you’re not using it for debugging or extension. We recommend that you;

1. Remove the release product model source code from your source control, if source control is used.
2. Apply the deployable package, installing the latest version of the product models as binaries.
3. Check in the binaries for the models to source control, if source control is used.

If you’re using our model source code for extension or debugging and would like to continue using it, please do the following to apply the new release with the source code.

1. Remove product license model from your source control that is applicable to the release. You’ll find the license model in the deployable package. It will either be called DXCLicense and Sable37License.
2. Apply the deployable package to your environment to install the latest binaries. Check in the binaries for the license model that was removed in step 1 to source control. Note, this step will also install the binaries for all the models in the new release.
3. Install the product release model source code and check into source control.

If you don’t follow these instructions and continue building your installation deployable package using the license model source code, the installation will continue using the same license model as before applying the release.

Feature management

Enable all licensed modules via Feature management. Features are called:

• EDI (enable first)
• EDI – 3PL Documents
• EDI – Customer documents
• EDI – Vendor documents
• EDI – Freight forwarder landed cost documents
• EDI – Standard formats

If above features are not visible, press Check for updates to refresh the feature management list.

Refresh EDI module

EDI > Setup > EDI parameters
After each deployment, click Refresh module.
This will flush EDI caches and refresh EDI module metadata such as EDI document types, XML structures, field names etc.