Important
The content, features, and improvements described on this page are subject to change until final release.
March Release 2027
Aptean Equipment DMS Release
This section displays the features scheduled for release in March 2027 in Aptean Equipment DMS.
New Core Features
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New Machine Trade Features
| No. | Feature | Content |
|---|---|---|
| 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 | Average Value Method for Calculatory Interest | In addition to the existing residual value method, the average value method can now be used to determine calculatory interest. The mean of the original acquisition cost and the residual value is calculated and used as the interest base for the calculated fixed asset. |
New Service Features
| No. | Feature | Content |
|---|---|---|
| 26974 | Adding Maintenance Contracts to Calculation 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. |
New Parts Features
| No. | Feature | Content |
|---|---|---|
| 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. |
Aptean Rental Release
This section displays the features scheduled for release in March 2027 in Aptean Rental.
New Rental Features
| No. | Feature | Content |
|---|---|---|
| 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. |
| 31819 | Custom Payment Term Descriptions for Rent Documents | 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. |