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Important

The content, features, and improvements described on this page are subject to change until final release.

December Release 2026

Aptean Equipment DMS Release

This section displays the features scheduled for release in December 2026 in Aptean Equipment DMS.

New Core Features

No. Feature Content
27973 DocuSign Integration This feature will be released separately, outside of the regular release cycle. With this release, Aptean Equipment DMS supports digital signatures via DocuSign. Documents are tagged with anchor tags to position signature and date fields. The signature status can be tracked at any time, and the signed document is automatically saved as an attachment to the original document.
27978 Improved Posting Processes for Financings With this release, additional posting processes related to financings are supported. These include the initial posting of the financing to the corresponding loan account, the processing of monthly payments for floor plan financings, and the payoff of financings (for example, when a service item is sold).
28291 Document Implementation for Handling Dangerous Goods This release enables the use of digital documents for handling and shipping dangerous goods in accordance with UN regulations.
28764 Alternative Caption when Reprinting Invoices When reprinting a posted invoice, the header caption can be adjusted to indicate that the printout is a duplicate rather than the original. The caption to be used is defined via a new setup.
30595 Flexible Document Setup by Order Type This release allows users to define mandatory fields and document text templates per document type, so that settings can be flexibly differentiated based on the order type. In addition, document texts will also be available on service worksheets, and a new function updates all non-posted documents that use a changed document text template.
30789 Job Module Additions With this release, the Jobs module is extended with several functions: service items can be selected in job planning lines, the service item card can be accessed directly from job ledger entries, the job number is displayed on the service item card, non-serialized parts can be processed automatically via a setup, and jobs can be linked to service orders.
31706 E-Signature Infrastructure in Aptean Equipment DMS With this release, a provider-agnostic e-signature infrastructure is introduced in Aptean Equipment DMS. It enables the integration of signature requests and the tracking of document status for any record type. A new FactBox along with the Request Signature and Update Status actions allow signature processes to be managed directly from sales quotes and rental contracts.
32106 Report Formats for the North American Market With this release, all Aptean Equipment DMS reports will support the paper sizes used in North America. In addition, the VAT settings are replaced with a more flexible tax group structure.
32979 Defaulting of Assigned User ID The Assigned User ID is automatically defaulted in quotes, orders, and contracts from the user setup.
33243 EDI Sales Report (SLSRPT) With this release, the EDI message type SLSRPT (Sales Report) is introduced for the Anvaigo EDI Connect integration. Posted shipments with serialized machines can be automatically transmitted to the respective manufacturer via EDI. Data collection is handled via dedicated buffer tables and a job queue that compiles the data at regular intervals and triggers the EDI transmission. A setup wizard guides users through the configuration per vendor.
33543 Document Flow Engine With this release, the Document Flow Engine is introduced in Aptean Equipment DMS. A cross-process identification number (Process No.) is automatically assigned when a new document is created and inherited by all documents created from it, linking related documents, such as quotes, orders, shipments, invoices, service orders, and warranty claims, into a single traceable chain. An interactive visualization displays the complete document flow as a graph, enabling direct navigation into any individual document.
34559 New Document Text Management (DOCTEXT2) The document text management is given a new data model that separates templates from document-specific copies. This significantly shortens batch processing runtimes, particularly when creating rent invoices. The switch is controlled via the DOCTEXT2 feature in Feature Management and includes a data migration. As long as the feature is disabled, the current behavior remains unchanged.
34666 Correct Payment Discount Deduction for Fixed Assets When a service item is rebooked from current assets to fixed assets, the payment discount deducted at purchase is now correctly reflected as a reduction of the acquisition cost on the fixed asset card.
34688 Improved Reversal of Financing Postings Postings related to a financing can be reversed directly from the financing card. The financing plan is updated accordingly.
35067 Improved Integration Between Financings and Service Items The service item card is extended with a new Financing FastTab. In addition, a new financing can be created directly from the service item card.
35069 Financings with Variable Interest Rates With this release, a new loan type for variable interest rates is supported. The financing's interest rate is the sum of a base interest rate and a variable interest rate that may change during the term. Variable interest rates can be set up per financing partner, service item status, and date.
35289 Machine and Configuration Lines on Prepayment Documents Posted prepayment documents are extended with informational lines that display the machine, including its service item no., and its configuration lines from the sales order. The lines are purely descriptive and have no effect on quantities, amounts, postings, VAT, or ledger entries.

New Machine Trade Features

No. Feature Content
27111 Merge Functionality for Service Items If a service item was accidentally created twice (same serial number, different model), the service ledger entries of both items can be merged. One of the service items is subsequently blocked so that no new documents can be created for it.
30885 Service Items as Related Records on Checklists With this release, checklists are automatically linked to the related service item. The new Checklists action in the menu bar of the service item card and the rent contract card displays all checklists created for a service item.
31702 Enhanced CPQ Output & Streamlined Quote Creation This feature enhances CPQ document output and simplifies quote creation. Subtotals can now be displayed per worksheet, providing better price transparency. Worksheets can also appear as alternative positions in sales quotes, enabling easy comparison of configurations. Additionally, predefined CPQ header fields are automatically transferred to sales quotes, reducing manual effort and improving efficiency.
32803 Agency Business Improvements With this release, agency business is extended: the Status (Purchase) field on the service item is given the new option In Agency Business, so that all offerable machines can be evaluated in a single list. Agency businesses are also given the new statuses Completed and Closed. The new Create Agency Quote action allows sales quotes to be created for machines in agency business without first having to link them to an item.
33530 Option Combination Logic With this release, a new option category with a maximum selection count is introduced. When selecting options in service item and calculation configurations, the system checks whether the maximum number has already been reached.
33807 Enhanced Price Calculation in Worksheet and Additional Configuration With this release, sales discounts can also be applied to external equipment. In addition, a new selection field controls the price calculation in the calculation worksheet.
34384 Calculation Worksheet Behavior after Creation of Sales Order This release defines which changes remain possible in a calculation worksheet after a sales order has been created – even if the calculation worksheet has already been released. The permitted changes are defined for the areas configuration, purchasing (discounts), external equipment, workshop, costs, and returns. In addition, the CPQ and its related calculation worksheets are automatically released when a sales order is created directly from the CPQ.
34606 Enable Average Value Method for Calculatory Interest Calculation This feature enables the use of the average value method for the creation of calculatory interest entries, in addition to the existing residual value method. The average value method determines the mean value of an asset by adding its initial acquisition cost to its final residual value and dividing the sum by two. This is used as the interest base for the calculation of the calculated interest of a calculated fixed asset.

New Service Features

No. Feature Content
20999 Rich Text Editor for Service Comments A rich text editor is available for problem descriptions and solutions in service orders and service worksheets. Text can be entered in a formatted and structured way. Formatted comments will also be displayed correctly in reports going forward.
26455 Contract Invoicing after Service Intervals With this release, maintenance contracts now support invoicing after a connected service interval is finished. This can be set up in a Maintenance Contract or Maintenance Contract Template. Contracts with this setup are excluded from the standard invoicing process and can only be invoiced once an interval is marked complete. Users will receive a notification about this, with direct access to create the corresponding invoice.
26974 Add Maintenance Contracts into Calc. Worksheets Maintenance contracts can be added directly in the calculation worksheet. The Create Maintenance Contract action generates contracts from the calculation worksheet and transfers customer, contact, service item, amounts, and other template data. The function supports both prepayments and invoicing via the contract.
30380 Dime.Scheduler Improvements With this release, dedicated permission sets are introduced for the Dime.Scheduler integration, allowing more precise control over user access. Permission sets are available for read access, operational use, and administration.
34632 Conversion of Units of Measure for Labor Labor time automatically transferred into service lines via time tracking can now be displayed in Arbeitswert (AW) units instead of hours. One Arbeitswert corresponds to five minutes. The switch is configured per resource via a dedicated setup, so resources billed in hours and in Arbeitswert can be used in parallel. The actually recorded hours remain visible on the service line. Pricing, invoicing, and posting remain unchanged.

New Parts Features

No. Feature Content
26727 Extension of Substitution Framework With this release, the system supports importing multiple substitute/replacement items, allowing a single item to be replaced by multiple alternatives.
28743 New Functionality in Physical Inventory The physical inventory order line is extended with new functions to improve usability in the physical inventory process.
29606 Back Order Replenishment Process A new process supports efficient replenishment of backorders.
29833 Purchase Return Orders Linked to Original Purchases When creating purchase return orders from sales return orders, the system now references the original purchase documents instead of the related sales invoices or shipments. This ensures vendors receive the relevant procurement information.
32051 Item Creation Wizard Sales orders support a structured item request workflow that allows users to request new items directly from the order while it remains intact with a placeholder line. The request includes the item template, vendor, vendor item number, and description. Supervisors review pending requests in a central list that includes automatic duplicate detection against existing items and catalog items, and can approve the request, link it to an existing item, or reject it with a reason.

Aptean Rental Release

This section displays the features scheduled for release in December 2026 in Aptean Rental.

New Rental Features

No. Feature Content
11247 Rent Deposit Analysis With this release, the new Deposit/Prepayment Rental Analysis Report is introduced, showing paid and open deposits as well as prepayments. The report can be filtered by customer, customer posting group, date, and status. For each contract line, the requested, paid, and penalty amounts are displayed, along with the corresponding G/L account balances.
27531 Consideration of the Rental Reservation in the Requisition Worksheet Rent reservations are now taken into account in the requisition worksheet. This prevents the available quantity of an item from being unnoticeably exceeded by a high number of rent reservations.
30142 Framework Contract With this release, framework contracts are introduced. A framework contract defines, at a higher level, which services may be delivered and invoiced. For example, subsidiaries can create rent contracts and additional contracts based on a framework contract concluded by the parent company. Rent objects and quantities can also be changed without requiring a new contract to be concluded.
30391 Price History and Filter on Low Invoice Amount The new Rent Price History function shows the prices at which a rent object was last rented to a customer. The function is available on the rent contract as well as on the rent class, item, service item, resource, and customer cards, each with the relevant filters prefilled. In addition, rent contracts can be evaluated and edited directly using the new Filter Contracts on Low Next Invoice Amount function.
30491 New Process for Items in Repair/to Clean This feature introduces dedicated rent locations for items under repair or cleaning, automatically managing their availability. Quantities are tracked on linked rent locations and transfer orders can be easily created with prefilled source locations. Additionally, repair and cleaning quantities can now be included in return reports.
31139 Rent Reservation for Contracts and Quotes With this release, reservation handling for rent quotes and contracts in Aptean Rental becomes more flexible. A new Reservation Logic Quotes setup option (Always or Manual) controls whether objects in rent quotes are reserved automatically or manually. Alternative quotes will not receive automatic reservations. When a quote converts to a contract, a planned reservation is created. If reservation is not possible, a Requested reservation is created for missing quantities and automatically upgraded to a planned reservation once availability is restored.
31323 Print Service Item Configuration on Rent Quotes/Rent Contracts This feature allows printing service item configurations on rent quotes and contracts. Users can define which configurations are relevant for rent using a new toggle switch, ensuring only relevant details are included in documents.
31694 Posting and Document Preview for Rent Deliveries and Returns This feature enables users to view posting previews and document previews directly in rent deliveries and returns, improving transparency before final posting.
31819 Payment Terms with Percentage Codes in Rent Quotes/Contracts This feature allows defining specific payment term descriptions for rent quotes and contracts. It ensures compatibility with percentage-based placeholders by using a dedicated description field, with automatic fallback to the standard payment term description if none is provided.
32821 Sorting of Service Items Based on Consumption In the reservation matrix, service items are now sorted by their consumption value. The machine with the lowest consumption value is displayed first, so that wear is distributed more evenly across the entire rental fleet.
34233 Extend Self Insurer Functionality with an Expiration Date An expiration date can now be entered for self insurance. This makes it possible to see when an insurance policy expires, allowing the customer to be reminded in time to obtain a new policy.