June Release 2026
Aptean Equipment DMS Release
This section displays the features that will be introduced in June 2026 in Aptean Equipment DMS.
New Core Features
| Feature | Contents |
|---|---|
| Improved Captions and Tooltips in the User Setup | In the User Setup and on the User Card, captions and tooltips for the order type fields have been updated to reflect the new naming conventions. The field captions have been standardized primarily to Order Type, while the list labels more clearly distinguish the respective document type, e.g., service, sales, purchase, or rent order type. In addition, the tooltips have been revised so that they now precisely describe the user’s respective default order type for the corresponding document types. |
| Commission lines can be posted before full payment | Commission calculation methods and commission summations can be configured so that commission lines may be posted even before the associated sales document has been paid in full. The Waiting for Payment setting is available for this purpose in both the commission calculation method and the commission summation. If this setting is enabled, commission lines may only be posted after the related sales document has been paid in full. If the setting is disabled, commission lines can be posted even for sales documents that are still open or partially paid. However, the setting in the commission summation always takes precedence over the setting in the related commission calculation method. This allows the behavior to be defined differently for individual summations as needed. |
| Improved Consistency in Sales Invoice Links | The commission functionality has been expanded to treat links between sales invoices and returns in the same way as links between sales invoices and trade-ins. This ensures a more consistent and reliable process. It is possible to link posted purchase orders to sales documents so that the related service items can be correctly included in the commission calculation. Likewise, posted trade-ins can be linked to sales documents so that these transactions are also taken into account in the commission calculation. For this purpose, the options Link Purchase to Sales Document and Link Trade-In to Sales Document are available in the Lines FastTab in posted purchase orders and posted trade-ins, respectively. |
| Different Dimensions in Transfer Orders | With the introduction of this feature, transfer orders will support outgoing and incoming dimensions. This allows warehouse shipments and warehouse receipts within a transfer to be processed using their own dimensions. In particular, this improves internal reporting across different locations, cost centers, or departments. |
| Invoice Consolidation | This release expands the functionality of collective invoices and enables customer-specific bundling of invoices from sales, service, and rental into a single centralized invoicing process. This feature can be configured for each customer for sales and service documents. Templates can be used to define which document types are to be combined in an extended consolidated invoice and which payment terms should apply. In addition, customer-specific templates can be created for consolidated invoices as well as reminders. Upon posting, the relevant items are automatically marked for the consolidated invoice and excluded from reminders until the consolidated invoice is created. The consolidated invoice can then be output either as a compact overview or including all related detailed documents. Furthermore, due dates are automatically recalculated, while all included items and source documents remain fully traceable. This allows for more efficient invoicing processes and reduces administrative effort. |
| Multiple Payment Terms and Due Dates for Sales Orders | This feature allows users to define multiple payment terms and due dates for a single sales order. This enables flexible mapping of individual payment agreements within a single sales order. When posting the sales order, the system automatically takes the stored payment terms into account and creates the corresponding customer ledger entries with the corresponding amounts and respective due dates. In addition, the defined payment terms and due dates are displayed on the printed sales documents, ensuring that all relevant payment information is presented in a transparent and traceable manner. |
| General Improvements regarding Postings | The June 2026 release included several general improvements regarding postings: • A new Blocked for Acquisition Costs checkbox has been added to the fixed asset card to prevent the posting of acquisition costs. • Posting groups from order types are now retained in service documents, even if subsequent changes are made to the service header. • The Last Registered Reminder Level field has been added to customer ledger entries. |
| General Improvements regarding Commission | The commission setup has been improved regarding the summation setup. Field values from calculation methods are now automatically included in the summation. |
| General Improvements regarding Documents | The usability has been improved in several areas. The layout of service order confirmations has been optimized and customer-related header information is now consistently aligned to the left. In addition, the display of prepayment order numbers in posted sales invoices has been expanded to improve the traceability of prepayment invoices. Furthermore, discount amounts in the payment terms on printed documents are now displayed with two decimal places in accordance with the rounding precision set in the General Ledger Setup. |
| Improvements to Service Configurations | Service items can now be used as configurations even if the linked assets use different depreciation journals. In addition, the new Tariff No. field has been added to the list of machine subcategories. When creating a service item via a subcategory, this number is automatically transferred to the service item card and can be adjusted as needed. This simplifies the processing of sales to EU customers. |
New Machine-Trade Features
| Feature | Contents |
|---|---|
| Mapping Missing Customers in Imported Sales Orders | If you have an imported sales document in which the customer cannot be found, you can map the customer using the Customer Matching function or create a new customer. |
| Automatic Application of Trade-In and Invoice Entries | This feature allows open items from trade-ins and posted sales invoices to be automatically applied, provided they are assigned to the same transaction. This significantly reduces the manual effort involved in applying transactions in day-to-day operations. Automatic application ensures more efficient and consistent processes in sales and accounting. At the same time, sources of error are minimized and the processing of open entries is accelerated. Thanks to automatic application, related sales and trade-in transactions remain transparent and traceable, supporting end-to-end processing of the entire sales process. |
| Separate Calculation of Services, Costs, and Additional Configurations in CPQ | This feature allows for the separate calculation of services, additional configurations, and other costs within CPQs. The enhanced calculation worksheet improves transparency within sales quotes and helps users keep track of costs, margins, and sales prices at all times. In addition, the CPQ FactBox has been redesigned so that costs, revenue, and margins by area, as well as the total price, are displayed centrally and clearly. This provides users with a better basis for pricing decisions and greater confidence when calculating complex sales quotes. |
| Improved Meter Value Functionality | Recording meter readings for service items has been expanded to improve the management and traceability of meter readings. Users can now be granted two separate permission: one permission to manually correct meter values and a separate permission to either remove or reset meter values. Previously, both functions were controlled by a single permission. The new permissions can be configured on the user card in the Machine/Service FastTab using the options Allow manual correction of meter value and Allow removal/reset of meter value. In addition, traceability has been improved: When resetting a meter value to 0, a reason code can now be entered, which is saved in the service item history. |
| Improvements regarding Service Items | If a serial number has already been entered for a service item, all associated entries are now displayed, including transfers between locations. |
| Improvements regarding Calculation Reviews and Commissions | Service entries have been expanded to include the new Line Action field to distinguish between attachment/removal processes and internal service postings. This prevents duplicate values in the calculation review. Additionally, the selectable calculation entry types have been expanded. |
| Improvements for CPQs and Configurations | • Usability and transparency of the CPQ was extended. • Service item now have the new Recommended Sales Price field. • Furthermore, the date of the used exchange rate is shown in the CPQ and calculation worksheet. • Configuration lines remain at the inserted position and are linked with the respective service item line so that they are correctly shown or hidden in case of partial deliveries. • Furthermore, descriptions within the calculation worksheet FactBox were adjusted to better reflect the actual values. • When posting sales documents with linked CPQs, open return documents are now taken into account to to avoid unintentional archiving or deletion. • Furthermore, serial numbers of service items can now Außerdem können Seriennummern von Serviceartikeln can now also be issued on pro forma invoices. |
| Extensions for CPQs and Purchase Discounts | The functionalities regarding CPQs and purchase discounts were extended. Default purchase discounts can now also be defined supplier-specific to reflect different discount conditions for each supplier. Comment lines from additional configurations are automatically transferred to service orders. In addition, captions, page titles and tooltips in CPQs and calculation worksheets were reworked to improve the usability. Furthermore, CPQs can now also be created for service items with already existing configuration options. |
| Improvements regarding Service Items | The Export Options Template function now correctly transfers the translated descriptions for all configured languages. |
New Service Features
| Feature | Contents |
|---|---|
| Direct Link to Related Checklists on Warranty Claim Card | A new Checklists action has been added to the Related section of the warranty claim card, allowing users to open the related checklists of the corresponding service order directly. The link identifies the relevant checklists based on the related document number and the service item line number of the warranty claim, and then opens the corresponding checklist overview. This allows users to access the documented service information more quickly without first having to manually navigate to the underlying service order. The new feature improves usability and simplifies the tracking of service and warranty processes. |
| Translation of Resource Groups | With this release, the translation functionality will be enabled for labor groupings based on resource groups. Resource groups will support translations when used for labor grouping, ensuring consistency with the existing translation framework. |
| Support for Recurring Service Orders | Service orders can now be marked as recurring to process internal and regularly recurring tasks more efficiently. A new action allows users to post all service lines while keeping the original order header intact. This eliminates the need to create a new internal service order for each invoicing interval. Instead, after invoicing, only the posted lines are removed from the worksheet, allowing the same order to be reused. Lines that have not been fully posted are retained with the corresponding remaining quantity. In addition, multiple recurring service orders can be processed via batch posting. If needed, the batch posting can also be scheduled as a job queue entry to further automate recurring invoicing processes and, e.g., facilitate month-end closings. |
| Changing Order Types from Service Worksheet | Order types can now to be switched directly from the service worksheet, removing the need to open the service order. |
| Purchase Services for Service Documents | Users can now create resource purchase orders for for external services or other non-personnel resources directly on the work card of a service order. The created resource and purchase lines remain linked to the original service order, ensuring that it is always clear which services belong to which service process. Using new actions on the worksheet, the actual costs from linked purchase lines can be automatically transferred to the service resource lines. The Update Resource Price action, among others, is available for this purpose. This ensures that current purchase costs are directly reflected in the service documents, improving price accuracy and financial transparency. Additionally, the updating of resource prices can be automated via the job queue to further reduce manual effort and keep service calculations permanently up to date. |
| Improved Changing of the ‘Ship-To Code’ in Service Orders | The function for changing the Ship-to Code in service orders has been enhanced. The Ship-to Code on service worksheets can now be adjusted independently of the service header. When changing the Ship-to Code in the service header, a toggle switch can now be used to specify that existing service item lines and service lines are retained and are no longer automatically deleted. At the same time, the address-related fields in the service header are updated according to the new Ship-to Code code. Additionally, the user receives a notification that existing lines will remain and that the location code must be adjusted manually, if needed. |
| Improvement for Maintenance Contracts | The current release includes multiple improvements for maintenance contracts. • The actions Link to Service Interval and Invoice Plan are now available at any time, regardless of the contract status. • A new Invoice Amount field has been added to the invoice plan to display the actual invoiced amounts from posted documents. • Color coding in the invoice plan has been expanded to make discrepancies between planned and invoiced amounts more visible. • New overview of related posted invoices and credit memos from contract plan lines, including linked machine community documents. • Invoices can now only be created with the status Released. |
| Improvements in the Maintenance Contract Management | The handling of maintenance contracts was extended. Invoices from maintenance contracts can now only be created if they have the Released status to avoid incorrect invoicings. Furthermore, the actions for service intervals and invoice plans remain available regardless of the contract status. Also, the document history was extended so that all related sales documents and linked machine community documents can now be viewed directly. |
| Improvements for Service and Warranty Processes | The usability and data consistency in service and warranty processes was extended. The Submitted Date field is now also transferred into archived warranty claims to secure a consistent data base for evaluations. Furthermore, the service wizard was reworked so that the workshop selection can be optionally preallocated without having to perform manual corrections. |
| Improvements for Service Item Worksheets and Service Orders | The search in service item worksheets was extended so that searching for customer names is now also possible. That way, it is easier and faster to find relevant worksheets. In addition, the behaviour of the Needed By Date field in conjunction with the service wizard was improved. Delays in delivery from the order type are now automatically taken into account, date values can be emptied before creation or dated back, if necessary. |
New Parts Features
| Feature | Contents |
|---|---|
| Improvements regarding Sales Order Processes | In this release, the Allocate to Service Item No. and Allocate to Service Item No. (Default) fields in sales orders and sales quotes have been optimized. After selecting a customer, only the customer’s service items or machines are now displayed by default in the corresponding selection fields. This simplifies the selection process, reduces input errors, and significantly speeds up the allocation of relevant machines. The set filters can still be removed manually, if needed. |
| Cost Details in the Requisition Worksheet | The requisition worksheet has been expanded to display comprehensive vendor, price, and discount information centrally in the Vendor Details - Replenishment FastTab. Vendor numbers, price information, and validity dates are clearly displayed, enabling a quick comparison of all available vendors and purchasing terms without having to switch to separate pages. Additionally, further vendor-specific price and requisition information for the respective item is displayed. This includes, among other things, stored purchase prices, discount information, and defined minimum order quantities. |
| Pricing for Item Categories | Sales price lists will now support item categories as a new product type. Price list lines can therefore be defined by item category. The system automatically assigns the most specific matching category to an item. If there is no exact match, parent categories are used as a fallback. Category-based discounts follow the existing discount logic and take all existing filters into account. If no category-based discount applies, the previous discount calculation remains unchanged. |
| Item Price Information | The new Price Information page provides a comprehensive overview of item prices and discounts for customers and campaigns. Users can use this data to perform price calculations and create Sales Quotes and Sales Orders directly on the page. |
| Order Fulfillment Rate in Transfer Orders | With this release, the existing order fulfillment rate functionality, which is already established in sales and service documents, is now extended to transfer orders. This provides users with a comprehensive overview of the status of reservations and the availability of items throughout the entire internal supply and logistics chain. Bottlenecks, open reservations, or stock shortages can therefore be identified early and better managed. In particular, this enhancement supports more efficient planning and processing of transfers between locations or warehouses. |
| General Usability Improvements | Usability and performance have been enhanced in various areas of the spare parts and warehouse process. Catalog imports now also support parallel processing during scheduled updates for faster imports of large catalogs. The selection windows for assigning service items display additional information to facilitate better identification of machines. In addition, notifications for automatically created warehouse documents can be opened directly. |
| Enhancements to the Ordering Process | The Your Reference field can now be maintained in purchase return orders. In addition, the planning flexibility for newly created lines in the Stockkeeping Unit Setup is set to None by default instead of Unlimited. |
| Improvements regarding Catalog Mapping | When creating new catalog items from sales lines, catalog mapping now occurs automatically, provided the manufacturer can be uniquely mapped to a catalog. This eliminates the need for manual catalog selection and speeds up the process. |
Aptean Rental Release
This section displays the features that will be introduced in June 2026 in Aptean Rental.
New Rental Features
| Feature | Contents |
|---|---|
| 'Aptean Pay’ Integration in Aptean Rental | With this release, Aptean Rental will support Aptean Pay as a payment method, providing users another fast and secure option for invoice and credit memo processing. |
| Service Packages as Contract Elements | Users will be able to create service rent packages, e.g., seasonal tire changes, and add them to rent contracts. When service packages are used, service employees can immediately see via a factbox in the service order which services have already been paid for by the customer as part of a service package and which need to be invoiced. |
| Return and Delivery Comments as Special Delivery/Return Lines | Return and delivery comments will no longer be added automatically to the additional text. Instead, you can enter standard texts as comment lines in the lines of a delivery/return. The system creates a text line allocated to the rent object line, so that the comment is printed directly below the rent object. It is also possible to enter multiple comments to a delivery/return via a single function. |
| Create Service Item on Commission for Rent | A new setup option, Create Service Item on Commission for Rent, will allow items with an item tracking code configured only for sales to be commissioned as service items with a serial number for rent. |
| Rent Status Validation for Delivery Creation | If a service item has the rent status In Repair, a message will inform users that the status must first be set to Rentable before a delivery can be created. Additionally, the rent status can be changed directly in the service worksheet without posting the service order, making the rent object available for rent more quickly. |
| Contract Blocked for Invoicing | The option Skip in Batch Invoicing will be replaced by the new field Blocked for. Users will be able to decide whether a rent contract is blocked for batch invoicing or for invoicing in general. |
| Text Lines Linked to Price Lines in Rent Documents | A new function will allow users to enter text lines linked directly to price lines in rent classes, rent packages, rent quotes and rent contracts. |
| Automatic Contract Archiving | With this release, users will be able to specify a time period via a batch job after which closed rent contracts will be automatically archived and deleted. |
| Updating Customer Address Data in Several Rent Contracts | A new function on the customer card will automatically create and activate additional rent contracts when customer data changes. A valid-from date can be defined as the start date. If errors occur, the system will display the reasons why a contract could not be created. |
| Consider Rent Break Days in Overconsumption Calculation | Rent break days can now be subtracted from the total days when calculating the total allowed consumption for overconsumption. For this, a new setup option is available in the Rent Setup. |
| Enhanced Calculation Review for Rent Revenues | Users will be able to exclude specific rent revenues from the Calculation Review. In addition, all different rent revenues will be displayed separately on the page for improved transparency. |
| Improved Setup Guidance for Reallocate Functionality | With this release, the system reminds users to set up the revenue allocation template and the revenue allocation batch. For this purpose, the Reallocation Journal Set toggle switch has been added to the Rent Setup page. This toggle switch is automatically activated when the previously mentioned fields on the General Ledger Setup page are filled in. |
| Returns and Deliveries Flexibility | With this release, users can create and post return documents even if delivery documents already exist for the same item. Delivery documents can still be posted after the return is processed. If an item has been fully returned, the system will automatically create a new contract line when the delivery is posted. |
| Company Specific Activation of Aptean Rental | Aptean Rental can be enabled or disabled per company using a new toggle switch in the Rent Setup. This toggle switch is visible at all times and is set to true by default during installation. When deactivated the system automatically removes the related application areas and hides all rent report pages. New basic permission roles are available for reading rent setup for standard users and for reading and accessing rent setup for admin users. |
| Improvements regarding Information Transfer | When a service order is created, the responsibility center is taken from the user setup rather than from the rent contract itself. The base unit of measure from the rent class is included in the rent invoice so that it can be printed on the invoice. To do this, the report must be modified. |
| Improvements regarding Usability | The following usability improvements for Aptean Rental have been implemented in this release: • The price code can now be edited directly in the line without modifying the price base. The price base is updated when the price code is changed. • If the Add Object of Specific Rent Class To Contract option is activated in the Rent Setup, the object number is not transferred to the rent contract lines when a rent contract is created from a delivery. • The version number of quotes and contracts can be printed on the documents. • Components from a rent contract can be sold independently of the delivery of the respective rent object. • The default rent location specified in the user settings is retained as the default when creating a new delivery in a rent contract. • If an error occurred while creating a new delivery for a rent contract, the inserted items were subsequently deleted. This is no longer the case. • The rent order overview now includes a new feature that allows you to delete multiple rent orders at once. • Returns can be created or posted even if the customer is blocked. • For all-in prices, zero values can now be entered for certain packages. • Empty lines are no longer inserted in rent contracts and are also no longer printed in the report. |
Aptean Equipment BI Connect Release
This section displays the features that will be introduced in June 2026 in Aptean Equipment BI Connect.
New BI Connect Features
| Feature | Contents |
|---|---|
| Rent Map | A new Rent Map page provides a clear overview of currently rented machines. In addition to the number of machines by rent class, it offers a detailed view with relevant machine data and a map view of customer locations. This provides a quick and transparent overview of the distribution of current rent contracts. |
| Customer Details | The new Customer Details page provides sales representatives with a centralized overview of all sales and service activities for an individual customer. Among other things, it displays sales, open quotes and orders, open invoices, service items, service intervals, and contact persons. |
| Purchase Order Overview | The new Purchase Order Overview page provides transparency regarding open purchase orders and offers flexible filtering and reporting options by order type and location. Additional analyses show undelivered items across multiple orders. |