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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
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.
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. 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 More Precise Credit Limit Setup With this release, extended credit limits can be integrated with customer templates, enabling consistent application of credit limit settings across customer groups.
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.
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.
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. The assignment history can be viewed in the Assignment History FactBox on the ToDos overview, and reassignment itself is done via Lock/Assign > Reassign.
32898 Improved Service Costs Capitalization for Inventoriables With this release, capitalized service costs for parts and labor will be posted to separate G/L accounts for machines held as inventoriables. This eliminates manual re-postings and corrective journal entries and ensures a clear separation of parts costs versus labor costs for accounting and reporting. These separate G/L accounts are set up in the General Posting Setup via the Cap. Service Bal. Acc. Items and Cap. Service Bal. Acc. Resources columns.
34197 General Core Improvements With this release, several improvements are introduced: order types can now be maintained in multiple languages and are automatically printed on reports in the respective report language. Furthermore, when creating combined invoices, the order type is now automatically taken from the system settings unless a customer-specific order type is defined.

New Machine Trade Features

No. Feature Content
31998 Using Capitalized Service for Fixed Assets in Service Orders With this release, users can post capitalized service for service items that are in stock as a fixed asset. The configuration of a fixed-asset service item now also supports attaching and detaching fixed assets and other service items.
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 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 Emission Standard Stage 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.

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.
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. Exclusion is done via the Skip Service Charges toggle switch on the customer card.
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 and restore the quantity to ship. The function is available for both item and resource lines. Once the shipment is invoiced, this function is no longer available.
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.
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 Open from Wizard user setting controls which document opens automatically after the Service Wizard is completed. 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. This includes all sales and issue entries from posted invoices/credit memos in the Sales and Service business areas, as well as all purchase and receipt entries from posted purchase invoices/credit memos.
30321 Item Replacement Wizard 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.
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 the Calc. Plan (Background) Setup page is renamed to Requisition Worksheet Background Scheduling for better clarity. It can now also be opened directly from a requisition worksheet via Related > Open Scheduling.
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 Extended 'Price Information' Page The Shopping Basket extends the Price Information page into a multi-part selection workspace. Users can collect multiple items, check availability and prices, and use a single action to create new orders or quotes, or add to existing orders, quotes, or service worksheets.

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 Change Service Item from Current Asset to Fixed Asset on Commission This feature introduces a new setup option where a service item needs to be changed to a fixed asset first before is can be commissioned. When activated, an additional step in the commission wizard is required.
26617 Using of Vendor Item Number as Object Number in Sub-Rent Contracts In case of item-specific rent contracts, this feature enables automatic transfer of some item attributes to sub-rent contracts and resulting service items. It also uses the vendor item number as the object number in a sub-rent contract in case of item-specific rent contracts, ensuring accurate item identification. This feature serves as preparation for the new reservation logic coming in the next release.
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 Price Lines upon Consumption Registration This feature allows linking a price line of the On Registration price type to an item. If a consumption is registered for this line, the system automatically adjusts the stock of the item.
32819 Rent Status and Location in 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 one-time fixed 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.
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.
29027 Flexible Reservation Setup per Rent Class This feature introduces reservation settings at rent class level. Reserved Before Delivery Date and Reserved After Contract End are prefilled from the rent setup but can be adjusted or cleared individually per rent class, allowing more flexible reservation control.
33847 Marketing Texts for Rent Classes and Rent Packages This feature introduces a FactBox on the rent class and rent package card. This enables users to author rich, freeform marketing descriptions. This extends the same descriptive-text capability to the rental area that standard Microsoft Dynamics Business Central already offers for items.

Aptean Equipment BI Connect Release

This section displays the features scheduled for release in September 2026 in Aptean Equipment BI Connect.

New BI Connect Features

No. Feature Content
30005 Inventory Valuation With this release, a new Inventory Valuation report is introduced in Aptean Equipment BI Connect. It displays inventory value based on inventory age, supporting more informed purchasing and warehouse decisions.
30006 Incoming Sales Orders With this release, a new report for incoming sales orders is introduced in Aptean Equipment BI Connect. It shows information about sales and service orders based on order date, enabling analysis of which months generate the most orders.
33339 Report Handling Improvements With this release, various improvements are introduced in Aptean Equipment BI Connect, including better filtering options, dimension management, and UI/UX enhancements.
33904 Sales Reporting Improvements With this release, several improvements to the sales reports are introduced in Aptean Equipment BI Connect.
33935 Service App Improvements With this release, several improvements to the Service app are introduced in Aptean Equipment BI Connect, including new filters and totals.
33990 Finance App Improvements Users can now drill through directly from the Profit & Loss report into the underlying G/L entries of a category. The drillthrough opens the new Profit & Loss Details page, which clearly displays the category, fiscal year, month, and total as header information. In addition, a detailed table shows the related entries with posting date, document, G/L account, amount, and dimensions.
33710 Design and Usability Adjustments With this release, the visual design and usability of Aptean Equipment BI Connect reports are improved to make them clearer and more intuitive to navigate.
34133 Redesign of Billing Efficiency The Billing Efficiency report has been reworked based on changed requirements to improve usability for customers.

Aptean Equipment Mobile Service Release

This section displays the features scheduled for release in September 2026 in Aptean Equipment Mobile Service.

New Aptean Equipment Mobile Service Features

No. Feature Content
29942 Scanning Item References With this release, the app supports scanning item references in addition to vendor item numbers. This allows barcode-based item references to be used when already labeled goods receipts have an EAN that differs from the original item number.
33369 Chat Function Improvements With this release, the app's chat function is improved to make selecting recipients and sending messages easier and more convenient.
34153 Image Download and Cross-Tenant Sign-in With this release, users can download images from Blob Storage and sign in to environments outside their home tenant.