Important
The content, features, and improvements described on this page are subject to change before the final release.
September Release 2026
Aptean Equipment DMS Release
This section displays the features scheduled for release in September 2026 in Aptean Equipment DMS.
New Core Features
| No. | Feature | Content |
|---|---|---|
| 31165 | EDI Table Integration for the Anvaigo Import/Export Process in Aptean Equipment DMS | EDI Vendor Setup can be included in the import and export process. This makes it easier to move configuration between environments, helping ensure consistency while reducing manual setup effort. |
| 29010 | Machine Community Enhancements | This release will add user permissions for managing comments in Machine Community documents, improve percentage calculations and introduce a wizard for reallocating shares. It will also prevent duplicate service item and serial number entries when already defined in Service Item Document Data. |
| 27973 | DocuSign Integration | With this release, Aptean Equipment DMS supports digital signatures via DocuSign. The integration covers OAuth JWT authentication, creating and sending signature envelopes, tracking signing status, and downloading completed documents. DocuSign anchor tags are added to key reports including sales quotes and rental contracts. |
| 30771 | Combining Extended Credit Limit with Customer Templates | With this release, extended credit limits can be integrated with customer templates, enabling consistent application of credit limit settings across customer groups. |
| 30595 | Flexible Document Setup by Order Type | This release will allow users to define mandatory fields and document text templates per document type, with the flexibility to differentiate settings based on the order type. |
| 33166 | Improvements for Printed Documents | With this release, minor improvements and changes are introduced to Aptean Equipment DMS standard reports, including usability improvements and caption improvements. |
| 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 standard reports will support the different paper sizes used in North America. Tax Groups will replace VAT handling to meet North American requirements. |
| 31184 | Enhanced Debited Cost Center & Global Dimension Setup | With this release, the debited cost center functionality will be updated to allow defining a global dimension directly on internal order types, for both the selling and buying sides of internal service orders. |
| 33171 | Improvements for Accounting Functionalities | With this release, minor improvements are introduced to accounting and document handling in Aptean Equipment DMS: the rebook wizard now rolls back the number series when cancelled; changing global dimensions in the G/L Setup now updates the corresponding dimension fields in transfer headers; and rental documents are excluded from the Sell-to Customer Sales History FactBox cues, as they cannot be opened from that context. |
| 21382 | Automatic Import of Default EDI Mappings on Installation | With this release, default EDI mappings are automatically imported through the API when Aptean Equipment DMS is installed, so they no longer need to be imported manually. |
| 30475 | Manufacturer Interfaces for EDI | With this release, a new system for managing manufacturer-specific EDI interfaces is introduced in Aptean Equipment DMS, including versioning and licensing. Predefined interfaces can be imported from resource files and assigned to manufacturers and document types, enabling central management, automatic versioning, and granular licensing per manufacturer and document type. |
| 33322 | ToDo Worklist Agent | A new ToDo Worklist agent will be introduced. |
| 33784 | Worklist Assignment Improvements | With this release, three improvements are introduced for the Worklist module in Aptean Equipment DMS: comment authors and timestamps are now visible directly in the remarks list; a new assignment history records every reassignment of a ToDo, including the previous and new assignee, date, and responsible user; and open ToDos can be reassigned to a different team or person by any user authorized for the current assignment. |
New Machine Trade Features
| No. | Feature | Content |
|---|---|---|
| 31998 | Capitalization of Service Costs for Fixed Assets | With this release, users can capitalize parts and labour from service orders directly onto fixed assets, eliminating manual postings. Costs are automatically posted and transferred as acquisition values, included in depreciation, and made visible in the calculation review under a new Capitalized Service section. |
| 27111 | Merge Functionality for Service Items | With this release, service items in Aptean Equipment DMS can be merged. If a service item was accidentally created twice with the same serial number, service ledger entries from both records can be consolidated. The duplicate service item can be blocked to prevent new documents from being created on it. |
| 27995 | Redesign of Posting Overallowance | With this release, the posting logic for overallowances is redesigned. A new posting group enables overallowances to be posted separately, with costs posted as a discount on the new machine. The commission calculation for trade-ins is also updated. Underallowances are covered as well. |
| 31910 | Calculatoric Provisions & Enhanced Unit Cost Transparency in Calculation Review | This feature introduces calculatoric provisions within the calculation review, improving transparency and accuracy of unit cost evaluation. The Calculated Unit Cost will clearly reflect the sum of all purchase costs and discounts, while a new Forecasted Unit Cost displays the expected unit cost based on the won sales calculation worksheet. |
| 33167 | Improvements for Service Item Handling | With this release, several improvements are introduced for service item handling: the Emissions Standard field on service items becomes a selectable list and service item transfers can be extended with a checklist. Two internal field labels are also renamed for better clarity. |
| 33323 | Improvements for Calc. Review and Commission | With this release, several improvements are introduced for the calculation review and commission process: the commission document is linked to the analysis mode of active commission lines, trade number management in the calculation review is improved, changes to the calculation review become visible, commission eligibility can be checked directly, and the calculation review now also supports service items used in internal service orders. |
| 32886 | Improvements for the Calculation Process | With this release, several improvements are introduced to the calculation process: built-in service items now carry their own document data, purchase and sales list prices can be maintained separately in the calculation worksheet, and the calculation worksheet number on line level ensures multiple worksheets are handled correctly within the same purchase order. The Copy Calculation Worksheet list also shows all records in a single overview. |
| 32954 | Advanced Service Item Finder | With this release, the Machine Finder page is extended with Aptean Intelligence Studio agentic functionalities, enabling smarter and more flexible service item searches. |
| 32966 | Option Importer Agent | With this release, an AI-powered option import agent is introduced in Aptean Equipment DMS. CPQ managers can upload a file to import option data (numbers, descriptions, categories, prices, and currencies) from external sources. The agent automatically creates or updates options and generates configurations, eliminating manual data entry. |
New Service Features
| No. | Feature | Content |
|---|---|---|
| 27777 | Creating Approval Workflows for Service Documents | With this release, approval workflows for service documents are introduced in Aptean Equipment DMS, similar to existing approval workflows for sales documents. Users can create workflows for Service Quotes and Service Orders, with filters to block processing based on overdue balance or exceeded credit limits. |
| 30380 | Dime.Scheduler Improvements | With this release, dedicated permission sets are introduced for the Dime.Scheduler integration, allowing more precise control over user access. |
| 20999 | Rich Text Editor for Service Comments | With this release, a rich text editor is available for service comments in Aptean Equipment DMS. Users can format problem descriptions and solutions, including bold, italic, and lists, to create more readable and presentable service texts for customers. |
| 32177 | Advanced Filtering for Service Charges | With this release, service charges will be filterable by Service Item Hierarchy and Customer. Customers will also be able to be explicitly excluded from service charges. |
| 26974 | Adding Maintenance Contracts to Calculation Worksheets | With this release, maintenance contracts can be included in calculation worksheets in Aptean Equipment DMS. Values can be added to a sales order either included in the service item sales price or as a separate sales line based on the sales calculation. |
| 32182 | Posted Service Shipment Lines Cancelable from Service Orders | Users will be able to cancel posted shipment lines directly from the service order. The action will reverse the latest non-invoiced shipment, restore the quantity to ship and will be unavailable once the shipment is invoiced. |
| 33397 | Improvements for Service Order Process and Planning | With this release, several improvements are introduced for the service order process: sales orders and quotes can be created directly from the service item FactBox with the service item number prefilled, the warranty list can be accessed while creating a service quote or order, default line actions can be defined for service lines, the service wizard now supports warranty orders, and the reference is transferred from the ship-to code in the service header. |
| 31117 | Responsibility Center in Warranty Process | With this release, warranty claims and service credit memos are automatically filled with the responsibility center defined on the service order type's dimensions. |
| 32961 | Service Planner Agent (PlanSolve Agent) | A new Service Planner agent will be introduced. |
| 33460 | Improvements for the Service Process | With this release, several improvements are introduced for the service process: filtering the service interval list from a contract is improved, the salesperson code and person in charge become available on worksheets, the maintenance contract number is added to service ledger entries, users are notified when a service interval is closed, the service assistant is refined, and maintenance contract reports are added to the report selection for service. |
| 32183 | Opening the Worksheet Directly from the Service Wizard | With this release, a new per-user setup option controls whether the Service Order or Service Worksheet opens automatically after the Service Wizard creates a service order. Users who primarily work in the worksheet are taken there directly, without extra navigation. |
| 32785 | Multiple Inventory Movements | With this release, multiple inventory movements can be created for the same service item, including support for differing base and sales units of measure. Movements are limited to a single use, and posting or deleting a service order is blocked while bin content is still on a workshop bin. |
New Parts Features
| No. | Feature | Content |
|---|---|---|
| 22445 | Adding Legacy Data to Sales History and Purchase History | With this release, item ledger entries from legacy systems can be included in the Sales History and Purchase History. |
| 28743 | New Functionality in Physical Inventory | With this release, the physical inventory order line is expanded to improve usability in the physical inventory process. |
| 30321 | Process for Substituted Items in Replenishment Orders | With this release, a streamlined process supports users when an item is substituted after sales, service, or transfer documents have already generated a purchase document. Instead of editing each line manually, users can select and modify all affected lines in one step. |
| 26419 | Requisition Worksheet Adjustments (incl. Procuring Items) | With this release, the transfer order creation from service item lines and sales headers is improved. Only non-reserved items that are not in stock at the service location will be inserted into the transfer order, avoiding unnecessary lines. |
| 33326 | Improvements for the Requisition Process | With this release, several improvements are introduced for the requisition process: a delay can now be defined for automatic picking, the catalog import mapping supports editing in Excel, and a setup page is renamed for better clarity. |
| 33120 | Improvements for Purchase | Improvements will be made to the purchase process. |
| 33467 | Improvements for the Sales Process | With this release, the Issued Delivery Reminder report is converted to ForNav, and the order multiple is now shown directly on sales and service lines. |
| 32185 | Item Shopping Cart | With this release, an item shopping cart is introduced in Aptean Equipment DMS. Warehouse users can collect multiple items in a single lookup session, verify prices and availability, and create new orders, quotes, or add lines to existing orders and service worksheets in one action. |
| 33694 | Improvements for Mobile WMS | With this release, the Post and Print codeunit used for posting shipments can be set up per user, item barcodes can be printed directly from the put-away tasklet, and internal movements are improved. |
| 32920 | Procurement Agent | With this release, an AI-powered procurement agent is introduced in Aptean Equipment DMS. The agent monitors sales and service orders based on fulfillment status, planned delivery dates, and needed-by dates, and proactively organizes procurement through purchases or warehouse transfers. Output can be a filled requisition worksheet or an interactive conversation directly in Microsoft Dynamics 365 Business Central. |
Aptean Rental Release
This section displays the features scheduled for release in September 2026 in Aptean Rental.
New Rental Features
| No. | Feature | Content |
|---|---|---|
| 32094 | Create Transport Orders from Sub-Rent Contracts | This feature enables users to create transport orders directly from sub-rent contracts, simplifying logistics and improving process efficiency. |
| 31053 | Automatic Conversion of Service Items to Fixed Assets | This feature introduces a new setup option to convert service items from current assets to fixed assets upon commissioning. When activated, the system automatically launches the conversion wizard for relevant service items, ensuring that all rentable service items are managed as fixed assets. |
| 26617 | Enhanced Sub-Rent Contracts | This feature enables automatic transfer of item dimensions and attributes to sub-rent contracts and resulting service items. It also uses the vendor item number for item-specific rent contracts, ensuring accurate item identification. |
| 30391 | Filter Rent Contracts by Low Invoice Amount | This feature introduces a new filter in the rent contract list to identify contracts with a low upcoming invoice amount. It enables users to quickly review and adjust affected contracts. |
| 31139 | Rent Reservations for Quotes and Contracts | 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. |
| 31694 | Posting & Document Preview for Rent Transactions | This feature enables users to view posting previews and document previews directly in rent deliveries and returns, improving transparency before final posting. |
| 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. |
| 31874 | Overview Page for Sale and Scrap Items | This feature introduces a new page displaying all service items and items to be sold to customers or scrapped. The list can also be printed for easier processing and documentation. |
| 31878 | Display Consumption Values on Rent Invoices | This feature allows consumption values from delivery and return to be printed as text lines on rent invoices. It is available when using the final invoice summary and can be configured via a dedicated setup. |
| 32255 | Damage Reporting Improvements | With this release, the damage report in Aptean Rental is improved to display all reported damages for a service item in a rent contract, including damages reported after return. The Damages Exist flow field in object lines is updated accordingly. |
| 32480 | Inventory Adjustment via Registration Price Lines | This feature allows linking a price line on registration to an item. When a registration is created or reversed, the system automatically adjusts inventory using item journal postings. |
| 32676 | Internal Agent: Extended History of Rental Contract | With this release, an internal AI agent is introduced in Aptean Rental that provides an extended, queryable history of a rental contract. Accessible directly from the rental document, the agent has access to all related records and can generate a detailed export (Excel/CSV) of all changes to the contract, ordered by date, including the source, user, old value, new value, and document references. |
| 32819 | Rental Fields for Service Intervals | With this release, the rent status and current rent location of machines are displayed in service intervals in Aptean Rental. Service managers can now identify machines that are due for service but are currently rented out. |
| 30141 | Fixed Period Prices | With this release, a fixed period price can be set on a rent contract line in Aptean Rental. The defined price remains constant for the duration of the period, regardless of contract length. |
| 33017 | Report Improvements for Rental | With this release, rent service package lines can be printed on rent quotes, contracts, and additional contracts, unit cost is added to the rent class profitability report, and the usability of the invoice-in-advance setting is improved. |
| 32074 | AI Agent for Quotes and Contracts from Emails | With this release, an AI agent is introduced in Aptean Rental that creates rent quotes or contracts from incoming customer emails. The agent automatically extracts relevant information from the email to prefill the quote or contract. |
| 33654 | Price and Revenue Improvements | With this release, the insurance line price basis is updated automatically when the price code changes, and a new revenue key figure for the last month is added to the role center cues. |
| 31169 | Function for Creating Returns in the Return Plan and Object Line | A new Create Return function will be available in the return plan and object line. This will allow users to complete the returning process in one step, eliminating the need to use Set Next Status, Set Location and Date and Process Next Status separately. |