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Distribution Cloud Release Notes

October 5, 2022


The Business Central extension for this version of Distribution Cloud can be found here. Make sure to load this version of the extension in your environment to use these new features!  Instructions for installing the latest version of the extension can be found here.

Related Documents

Some common questions about orders often amount to, "Is this what we quoted?", "Has this been shipped yet?",  "Are we picking this yet?".  Answering these questions can often be a cumbersometask, requiring digging around to find links between these different types of documents.  

To make answering these and other questions easier, the newest version of Cavallo contains some useful screens and functions for viewing the documents related to the one you're currently looking at.   On the document entry screen, we've added a new "Related Documents" tab, which will contain quotes, invoices, shipments, and pick documents related to the current order, along with showing the line items on each of those documents


This same information is also available from Mission Control in our "Related Documents" column.  This can be particularly useful to view these documents without having to drill into a specific document!


Custom Fields for Sales Line Items

Continuing our efforts to make it easier to work with the data you value most, the latest version of Cavallo has added support for adding BC Extended Fields when working with Line Items on Orders, Quotes, and other Sales Documents!


Other Updates and Improvements

In addition to the above features, our team has been hard at work adding a number of other smaller updates throughout the app.  Check out the list below to see what else was added!


  • You can now choose to immediately print/email an invoice after generating it from an order
  • We added more columns to the Customer/Product Documents tabs, making it easier to find the info you're looking for
  • We added the field "Your Reference" for searching/editing/workflow routing to Sales Documents.  This field can be useful for tracking variety of information - including fraud detection when integrated with some ecom platforms.
  • We added the Requested and Promised Delivery Date fields for searching/editing/workflow routing on sales Documents.
  • We standardized the naming/functionality of the Customer PO Number column across multiple screens
  • We corrected some issues viewing certain customers in Business Central from our app
  • We resolved some UI issues when creating customers
  • We corrected some issues with UI elements appearing behind others
  • We fixed and issue where sometimes date selectors wouldn't save their changes
  • We fixed and issue where certain workflow conditions couldn't be built against number fields
  • We corrected some mislabeled Quantity Allocated/Available fields in the inventory drawer on the document edit screen
September 21, 2022

The Business Central extension for this version of Distribution Cloud can be found here. Make sure to load this version of the extension in your environment to use these new features!  Instructions for installing the latest version of the extension can be found here.


Create Customers From Templates
Most organizations have many data points they track about their customers, which can make creating new customer records a time consuming process.  To make this setup of new customers a bit easier, we've added support for Customer Templates when creating new customers!


Making use of these templates greatly simplifies the process of creating customers by allowing users to pre-define a set of fields that should be defaulted onto any new customers created with the template.  Organizations can define multiple templates for different types of customers they serve, so that it's easy to choose a template that most closely represents the new customer when it's being created!


Order Entry Improvements
It's part of our mission to make entering quotes, orders, and invoices as easy as possible for our users, so that they can get more done and be more profitable.  To further this goal, we're continuously looking for ways to improve our order entry experience, and we've added several improvements in this version!

First, we've added the ability to quickly edit any address on an order, without having to re-enter the address from scratch!  This can be particularly useful when trying to make a quick change to an address like adding an "ATTN".



Secondly, we've built out the ability to more easily edit a line item's description.  Some items have longer descriptions, including details about the products being sold or services rendered, which can be hard to work with in a table.  To help with this, users can now click on an "expand" icon to open up a larger window for editing the item's description.



Finally, we've added the ability to adjust the "Document Date" field on an order.  This is critical for back or future dating sales, and our date editor makes it quick and easy to choose the correct date for your document.


Support for Business Central Extended Fields
ERP and accounting systems contain a multitude of fields on customers, products, and documents, but many businesses will find that they need to track more data about each of these than their system supports.  To help support this, we're continuing to build out our support for Microsoft Dynamics 365 Business Central Extended Fields in our application.  In this release, we've introduced support for viewing extended fields on Customers and Products in lists, setting them on new customers, and routing on both in workflow.

Workflow routing based on extended fields in particular can be valuable for organizations as it allows organizations to define more personalized criteria on which they can control their process.  Combining workflow and extended fields is key to optimizing your organizations workflow!

Other Updates

  • We corrected an issue that prevented saving workflow conditions involving default credit cards
  • We made some changes to prevent negative order balances from being calculated
  • We corrected some styling issues when building out Business Rules


September 8, 2022

The Business Central extension for this version of Distribution Cloud can be found here. Make sure to load this version of the extension in your environment to use these new features!  Instructions for installing the latest version of the extension can be found here.

Workflow Improvements

In the latest version of Distribution Cloud, we've made more additions to make workflow more flexible and powerful.  In particular, we've expanded our workflow condition builder to allow users to build out conditions checking against fields from the product on one of the line items on the document.  This can be useful for building out conditions that ensure fields on the line items match their products, or that certain quantities are available, on hand, or backordered.  For example, the condition below would allow the user to route a document to a certain queue if the quantity available for one of the line item's products was below the quantity being sold.



We've also greatly expanded the kinds of conditions users can build against dates, allowing more complex comparisons like dates being in certain ranges relative to the current date, or in relation to other dates on the Document, Lines, Customer, or Products.

Cash and Check Payments

Also in our new version we've added the ability to take cash or check payments on orders in Distribution Cloud!  Just like Credit Card Payments, these can be taken on orders anywhere in the app, and can generate cash receipts either at the time of invoicing, or when the payment is taken.

View Documents in their Currency

Many users operate in multiple currencies based on the locations of the customers on each of their orders.  We've added the ability to view documents in Distribution Cloud in the currency they were entered in!

Generating Warehouse Picks

After allocating and reserving inventory for an order, and once it's ready to be shipped out, the logical next step for many organizations is to send that document to the warehouse to be picked and shipped.  In the newest version of Distribution Cloud, users can generate Warehouse Pick (and related ship) documents from orders, either manually or via workflow!

These documents can then be picked up by warehouse teams operating using the tools inside of Microsoft Dynamics 365 Business Central, or any compatible Warehouse Management System!

View Product Details while Entering Orders

Oftentimes while entering or reviewing an order, it can be important to cross reference other information about the products being sold, such as past sales or general inventory availability.  In Distribution Cloud, users can review this quickly and easily by opening the "Product Information Drawer" by clicking on the Item Number of any product on an order!

Other Additions, Fixes, and Improvements

Besides the features above, we've also been hard at work adding a number of smaller updates and making fixes and improvements elsewhere in the application!

  • Users can now choose a custom layout when printing or emailing document reports
  • Users can now build workflow conditions checking if a text field is empty, containing no text at all
  • We've taken a pass to improve error messages throughough the app to make it easier for users to understand what's happening if an issue does happen
  • We prevented an issue that could cause the UI for modal windows to behave oddly if the user scrolls
  • We improved the alignment of the "Cost" and "Total" summaries in Mission Control
  • We corrected an issue that could prevent saving workflow changes
  • We corrected an issue with date editors off the screen
August 10, 2022


The Business Central extension for this version of Distribution Cloud can be found here. Make sure to load this version of the extension in your environment to use these new features!  Instructions for installing the latest version of the extension can be found here.

Create Customers


For some organizations, it's common for CSRs and sales reps to create new customer records as part of their order entry process.  To make this process easier, the latest version of Distribution Cloud has added the ability for users to create new customers without leaving the app!

To create a new customer, click the white plus button in the navigation bar, and select the "New Customer" option from the list that appears.



Clicking this button will open the "Add New Customer" page, where users can enter all the information they need to define a new customer record.  Information about the Primary Address and Contact for the customer can also be entered, allowing users to save time by entering it all at once instead of entering them afterwards.



Once finished, the user can click "Create Customer" to save that customer.  Just like Orders, Quotes, and Invoices, Distribution Cloud stores the customers it creates directly in Business Central, so users in both systems will be able to make use of the new record!


Enter Orders from Anywhere in the App


Running a Distribution Organization is busy work, and it can be difficult for users to pause what they're doing to enter a new order when a call comes in.  To make this process just a bit easier, the latest version of Distribution Cloud has added the ability to create a new sales document from anywhere in the app!  To do so, first click the white plus button at the top of the screen, and choose one of the doc type options (Quote, Order, Invoice, and Return).



After clicking one of these options, the user will be able to choose a customer they want to create the order for, then be brought directly to the order entry screen.

Extended Workflow Routing


Workflow in Distribution Cloud is a powerful tool for automating repetitive work and routing documents to where they need to be.  In order to keep building out what workflow can do, the latest version of Distribution Cloud has added more ways to build conditions around documents.

Distribution Cloud now allows conditions to be built comparing one field to another, as long as they're the same "type" of field (text, number, date, and etc).  For example, the below condition will be true if the "Unit Price" for any of the line items is less than the "Unit Cost".


The latest version of Distribution Cloud has also added the ability to build out workflow conditions checking against fields on Customers, in addition to the fields on documents and their line items.  For example, the below conditions will be true if the sales person on the customer is different than the sales person on the order, and if the State on the order is Michigan.


These new conditions make it easier for users to build a workflow that matches their process, and allows them to minimize mistakes and time spent managing orders.  In future releases, we'll continue to expand on this functionality!

Process Payments via Workflow


The last version of Distribution Cloud included a multitude of new features around taking authorizations and payments via credit cards, managing customer wallets, and generally working with Payments.  In our new version, we've continued down this path by integrating our Credit Card functionality into Workflow!

This new functionality takes the form of three new workflow actions for Orders - "Authorize Credit Card Payment", "Capture Credit Card Payment", and "Take a Sale on a Credit Card".  All three of these allow the workflow to process credit card payments in different ways - taking and capturing auths, or doing both at once as a "Sale".


Taking auths and payments via workflow can save users time and reduce mistakes, as manual processes are replaced by automatic actions.


Other Fixes and Improvements


Besides the larger features above, our team has been busy making various fixes and additions to the rest of the app!  Here's a list of some of the fixes and improvements we've made throughout the rest of the app!

  • We've improved the loading experience while entering orders - while a document is being saved, or lines are being added to the document, the user will be shown a loading indicator so they know that the system is processing.
  • We added the ability to "Test" your PayFabric credentials in the payments setup screen, so users can be sure they've been entered correctly.
  • We made entering a zip code on an address easier by allowing users to enter one manually instead of only being able to select one
  • We corrected an issue which could cause the filter modal to get cut off on some screens.
  • We corrected an issue that caused it to be difficult to click on certain parts of the workflow config screen when actions were in their "collapsed" state.
  • We improved the user experience while entering email addresses when sending an email, making it easier to select an email with the "tab" key.
  • We fixed an issue which caused the shipment date to be written as a dollar value on the document screen.
  • We fixed some misaligned columns for quantities allocated, available, and backordered.
  • We corrected an issue which caused custom fields to no longer show up on the document entry screen.
  • We removed a mysterious blank column from the products grid.
  • We resolved some issues when switching between payment types in the payment entry screen.
  • We corrected a problem that caused new credit cards created in Distrubiton Cloud to not appear in Business Central.
  • We corrected some issues that could cause users saved layouts to be lost.
  • We added some validation to stop users from entering payments for zero dollars.


July 13, 2022


The Business Central extension for this version of Distribution Cloud can be found here. Make sure to load this version of the extension in your environment to use these new features!  Instructions for installing the latest version of the extension can be found here.

Payments


A critical part of any sales process is collecting payment.  For many businesses, it's necessary to capture some or all of the payments needed for the document prior to invoicing.  This can be because the business doesn't operate on terms, or simply to take a deposit before all of the work is done.

To help with this need, in the new version of Distribution Cloud we've added support for taking Credit Card payments on orders via an integration with Nodus PayFabric!  Users can take Auths and Sales on any order, making use of cards saved to that customer's wallet, or entering a new card at the time of payment.

Take a payment on an order quickly using stored card information


To support quick entry of payments for repeat customers, we've made it easy to manage a customer's wallet of saved cards.  One of the cards in a customer's wallet can be marked as the default card, allowing it to be chosen by default when taking payment.

Manage a customer's wallet, adding new cards, choosing a default card, or removing old cards

In the next few versions of Distribution Cloud, we'll be expanding our workflow functionality around payments - allowing credit card payments to be authorized or captured as a part of the order workflow!

Allocations and Backorders


When making a sale to a customer, it's critical to know what's available to be sold, as selling what's not in stock could lead to delays and unhappy customers.  Once a sale has been made, it's also important to ensure the inventory for that order is kept from being used elsewhere.

The newest version of Distribution Cloud makes these problems easy by building out concepts of Allocation and Backorders for products on orders, and allows tracking them across items and warehouses to build a clear picture of inventory availability.


View how much inventory has been allocated to each line on this order, while keeping an eye on overall availability of that item


Quantity allocated represents how much inventory has been set aside for this product on this order.  Using this quantity allocated across orders, we can subtract this from the quantity on hand stored in BC to produce a quick and accurate view of quantity available.  This information is visible anywhere in the app where product inventory is shown.

View quantity on hand, allocated, and available by product and warehouse


Setting quantity allocated by hand is easy, but the true power of allocations comes when they're automated.  In workflow configuration, workflow actions can be configured to automatically allocated inventory to the lines on orders whenever certain conditions are met, or whenever a document is moving to or from a certain queue.  This allows admins to ensure that inventory is always being allocated according to process, and further routing can be done based on how allocated a doc was to inform purchasing decisions.

Configure workflow to manage inventory allocations automatically


Another important concept related to allocations and availability is backorders.  In Distribution Cloud, the quantity backordered for a line represents what wasn't able to be allocated, and is a signal for what may need to be purchased, redistributed, or otherwise replenished.  The quantity backorder field is available on each line on orders, and will be calculated at when allocations are set based on admin configured settings.

Choose the backorder setting that meets suits business needs/processes


In the next release, we'll be adding more robust visibility into quantity backordered across products and warehouses, in all the same places we show quantities allocated/available!

Creating Orders from Quotes


Also new in the latest version of Distribution Cloud, we've added the ability to generate orders from quotes from the quote page or from Mission Control!  This will allow users to quickly take a finalized quote and change it into an Order, allowing it to be processed through their order workflow.


Generate an order for a finalized quote


In coming sprints, we'll be adding support for generating orders automatically from quotes as part of workflow!


Other fixes and updates


In addition to the features above, we've also made a number of smaller fixes and tweaks in this version!

  • We made some changes to prevent an error when trying to release a document that has no lines on it.
  • We made some changes to the customer card to improve styling on smaller screens.
  • We corrected an issue that prevented filtering on decimal values in Mission Control.
  • We prevented an issue which made it impossible to edit Unit Cost on order lines.
  • We resolved an error which could stop users from transferring an order to an invoice.
  • We resolved a UI issue when trying to transfer an order to invoice if no products were on the order.
  • We resolved a UI issue where the "All Products" tab  in the inventory drawer was sometimes truncated.


June 29, 2022


The Business Central extension for this version of Distribution Cloud can be found here. Make sure to load this version of the extension in your environment to use these new features!  Instructions for installing the latest version of the extension can be found here.


View Margin on Products

 
In order to make sure quotes and orders are profitable, it's important to be able to understand the margin you're making on each of the products being sold.  In order to make this easier, we've added columns for tracking margin amount and percent on each product on a sales document.


Clearly understand the margin of each item on an order, with negative margins rendered in red.


In addition to visibility, these fields are also available when building conditions for workflow routing and business rules, making it even easier to automate the management of order margin.  Never let a low margin order/product slip through the process again!



Other Tweaks

We've also been busy resolving a number of issues around the application, and making various improvements.  See below for a list of what we've updated!

  • We've fixed an issue where deleted workflow queues would still appear in Mission Control.
  • We've resolved a bug where users weren't able to enter a price for an item where the cents value of the price was below 10 cents.
  • We've fixed an issue where a workflow couldn't be saved/published if there were not yet any sales documents in that company.


June 2, 2022


The Business Central extension for this version of Distribution Cloud can be found here. Make sure to load this version of the extension in your environment to use these new features!  Instructions for installing the latest version of the extension can be found here.


Sales Document Activity Logs


Through the lifecycle of a sale, it's likely that many different users will interact with a document, and it often is hard to tell who did what, when.  The new Activity tab on Sales Documents in Distribution Cloud allows users to see a detailed history of changes made to a document, presented in a simple, visually understandable way!


In the coming weeks, we'll be expanding this functionality to include logs for many other events, such as items being added/removed to an order, reports being printed, and etc.


Support for Released Documents


Marking a document as "Released" is an important step in the lifecycle of a document, so that you can signify that entry is complete and it is ready for processing/to be sent to the cusomer.  The latest version of Distribution Cloud includes support for displaying to users if a document is in a "Released" state, so that users can better understand what's ready for processing (and thus can't be further edited).

Documents can also be released or re-opened manually, or via workflow.  This will allow users to define that documents will be Open in the first few steps of a workflow, and then automatically "Release" the document when it's ready to be sent out/into the warehouse.

Customizing Fields


We know that every business is unique, and may have a different set of fields that are important to view, edit, and work with on their documents.  To support this, we've added the ability to customize the layout of the fields on the documents card!


By clicking on the "Choose Columns" option on the top right of any of the sections on the document card, the user can choose which fields are visible in that section, and the order they appear in!  The user can also customize the name of the section to better signify what the included data means to them.


View Product Details


Knowing the history of your Products is essential to understanding their sales performance, and informing how they should be sold and managed in the future.  To facilitate this, we've added a Product Details Card which can be accessed  by selecting any of the items in the product Search!


The Products Card contains several key information sets about the chosen product - including Sales History and Inventory levels across warehouses.  This visibility can allow users to quickly and easily understand how they've sold this product in the past, and what they have in their warehouses to sell in the future.


Other Updates


As always, we've also made a variety of other fixes and improvements to the rest of the system!  These are some of the updates we made in this release:
  • The last column you've searched by on any of the grids will now be remembered the next time you return to the screen
  • An issue was corrected where sometimes the wrong document would be opened when choosing to "View in Business Central"

May 18, 2022

The Business Central extension for this version of Distribution Cloud can be found here. Make sure to load this version of the extension in your environment to use these new features!  Instructions for installing the latest version of the extension can be found here.

Manage Access and Security with User Groups

For many organizations, it's important to control users access to certain data.  In the latest version of Distribution Cloud, administrative users can build user groups that allow them to control the visibility of certain fields and screens in the application.  


The Sales group can manage settings, but cannot view Cost and Margin


In our initial version, we've started with two security settings - "Can View Cost & Margin" and "Can Manage Settings".  Users without "Can View Cost & Margin" cannot view Cost or Margin information anywhere in the app, and only users with the "Can Manage Settings" security can access the screens for configuring user groups and their access.



Send Emails via Workflow

Ever want to make sure a Sales Confirmation always goes out when orders are released, or ensure that the pick list is always printed when a document is ready?  Distribution Cloud now allows workflows to be configured to send out Business Central printed forms when certain conditions are met!

An email action is configured to send a Sales Confirmation to the Shipping Address on the Order.



Other Fixes and Improvements

  • To make workflow configuration more flexible, we added several new date fields to the available fields for routing documents via workflow, including Requested Delivery Date, Promised Ship Date, Shipment Date, Planned Delivery Date, Planned Shipment Date, and Shipment Date.
  • We enhanced our comments on Business Rules, allowing multiple to be shown for each rule if it is rejected/sent back to review multiple times.
  • We corrected an issue which caused Sales Reps without profile images to display in odd ways.
  • We corrected an issue that caused Mission Control to sometimes prevent columns from being rearranged.


May 4, 2022

The Business Central extension for this version of Distribution Cloud can be found here. Make sure to load this version of the extension in your environment to use these new features!  Instructions for installing the latest version of the extension can be found here.

Comments for Business Rules

In this version of Distribution Cloud, we rounded out our functionality for adding comments when breaking business rules and when approving/rejecting business rules.

When a user is going to break a business rule, they can provide a comment to the “approver” of the rule to explain why they think it’s okay to break this rule, which will be visible to the approver when they are reviewing the rule.  As part of that review, the approver can also leave a comment for the original user, explaining why they are approving or rejecting the broken rule.


A conversation occurring while reviewing a broken business rule

Other Updates

We also fixed a few other issues around the app, including the following:

  • We resolved some issues that could occur loading the correct image for a customer, or when opening a document in BC.

  • We resolved an issue that prevented order margin from recalculating in certain circumstances.

April 26, 2022

The Business Central extension for this version of Distribution Cloud can be found here.  Make sure to load this version of the extension in your environment to use these new features!  Instructions for installing the latest version of the extension can be found here.

Introducing Business Rules

The latest version of Distribution Cloud introduces Business Rules, a new tool which allows you to take control of your documents, improving profitability, consistency, and general process performance.

As user has entered an order with too low of a margin and too high of a discount, this document needs to be reviewed


Business Rules work as a part of workflow. Administrators define named conditions which take effect when documents move through the workflow.  If a document breaks a rule, the user is informed, and the document moves to a special “Approval” queue for manager review.

See at a glance which documents need approval


From this queue, the user configured to approve the rule will be able to review the state of the document, and approve or reject the rule.  If they approve the broken rules, the document will move along the workflow as normal.  If they reject the broken rules, the document will return to the user that broke the rule to be fixed.


Approve or reject orders which have broken your rules, and keep the process flowing

Emailing Printed Forms

Also included in our new version is support for emailing printed forms (or reports) from quotes, orders, invoices and returns!  Our first version of emailing allows users to send emails from individual documents, and in the next few weeks we’ll be adding support to do so automatically via workflow.

Emailing allows you to email PDF reports right from Distribution Cloud, sending the reports to multiple recipients easily and quickly.

Emailing printed forms in Distribution Cloud is easy in that it allows you to either choose or enter multiple email addresses at a time, rather than having to send one-by-one. Similarly, the setup is done in a single screen, rather than having to go through multiple screens to send an email, as you can see from the example below.

Easily email multiple recipients in one-step

Other Updates

In addition to adding business rules, we also made some improvements around the application, and resolved some other issues.

  • Submitting a document through the workflow will now show the user a toast message clearly explaining where the document was transitioned to.

  • Clicking the Customer Number on a Sales Document will now always bring you to the correct customer, instead of back to the Sales Document you're currently viewing.

  • Queues in the "Move to Queue" dropdown in Mission Control will now list themselves in the correct order, instead of the order they were created in.

  • When configuring your workflow, the "Remain in Queue" option for the destination queue will always appear at the top of the list.


March 23, 2022

The Business Central extension for this version of Distribution Cloud can be found here.

  • We added a new top level screen, "Documents", for searching all of your sales documents outside of Mission Control, for when you're not as concerned about where a document is in the process.
  • We optimized the data we load when you use Mission Control or edit an Open Document, so these screens should load more quickly now!
  • The "Open Documents" tab on Customer now shows all non-historical documents, both Open and Released in BC, to make it easier to find the doc you're looking for.
  • In Document entry you can now choose which columns are visible when you're editing your line items.
  • Also in Document entry, we've added a control which lets you choose what you're searching on when looking up an item - either Name or Description.
  • We fixed and issue which caused the Mission Control Column Chooser to render oddly if you had a small number of queues/documents visible.
  • We fixed an issue in Workflow Configuration that could cause primary paths to get into a weird state if certain queues were deleted.
March 9, 2022

The Business Central extension for this version of Distribution Cloud can be found here.

Workflow

  • Need to route your orders based off a complex condition, like if the document is Partially Reserved, or Fully Shipped?  Workflow Configuration now allows building conditions that check against "Statuses", making these sorts of checks much simpler.
  • Hate losing progress?  Workflow Configuration will now prompt you to publish your changes before allowing you to leave the screen!
  • We updated the behavior of the queues to allow a queue to not have a Main Path.  This makes it easier to set up things like automatic workflow transfers, or to just define the end of the workflow.
  • We did some work to make understanding your Workflow's Alternate Paths Easier!  Conditions are formatted more clearly, and an icon next to each path describes whether it's a Path, Action, or Transfer.

Mission Control

  • Printed Forms can be printed directly from Mission Control.  No more having to navigate to the document card just to print it!

Bugs

  • Changing companies in DC had some issues with old data being shown, we've corrected this and the screen now reloads when you switch companies.
  • The "No Reservations" status wasn't always being calculated correctly, and we fixed that.
  • We fixed an issue where documents for some users weren't populating their initial queue and statuses correctly when created in DC.
  • We fixed an issue which made it impossible to use "Greater than or equal to" and "Less than or equal to" filters in Mission Control.
February 25, 2022

The Business Central extension for this version of Distribution Cloud can be found here.

ADDED: Navigate to Customer by clicking on the Customer Name in the Document header.
FIXED: Potential Slowness in Mission Control
FIXED: Removed the "Generate" button for shipments and invoices on non-orders
FIXED: Styling issues on Documents Tabs
FIXED: All modals and drawers can be closed with the ESC key

February 9, 2022

The Business Central extension for this version of Distribution Cloud can be found here.

Workflow

ADDED: Alternate Paths can be given names
ADDED: Alternate Paths can be collapsed to allow viewing more

Mission Control

ADDED: Shipments and Invoices can be generated from Orders via the context menu

Documents

ADDED: Shipments and Invoices can be generated for Sales Orders based on availability, or by manually choosing quantities.
ADDED: A new top level "Documents" screen allows documents to be searched across queues.

January 27, 2022

The Business Central extension for this version of Distribution Cloud can be found here.

Workflow

ADDED: Documents can be invoiced via Workflow

Mission Control

ADDED: Document reserved, shipped, and invoiced amounts can be viewed
ADDED: Documents can be filtered by reserved, shipped, and invoiced amounts
ADDED: Documents can be filtered by document status (Partially/Fully Reserved, Shipped, Invoiced, and etc)

Documents

ADDED: Documents can be manually shipped and invoiced.
ADDED: Document's reservation/shipment/invoice status is visible in the document header.
FIXED: Improved alignment of various controls.
FIXED: Removed invalid warehouses from dropdowns.


January 12, 2022
Mission Control

UPDATED: The screen now refreshes every 2 minutes instead of every 10 minutes

Sales Documents

ADDED: Reports can be printed
ADDED: Invoices can be generated for shipped lines

Workflow

ADDED: Actions can be configured to run when a document enters a queue.
ADDED: Actions can be configured to run on exit from a queue, without transitioning to another queue.
ADDED: An action to create Shipments
ADDED: Actions can be re-sequenced and will run in the specified order

December 14, 2021
Workflow

ADDED: Ability to configure custom workflows for Quotes, Orders, Invoices, and Returns
ADDED: Ability to Add, Rearrange, and Remove Queues
ADDED: You can now define Primary Paths for queues, defining where documents normally move
ADDED: You can now define conditional Alternate Paths between queues
ADDED: You can now define actions for Reserving or Unreserving inventory as part of moving along a path or entering a queue

Mission Control

ADDED: Visibility of the current state of your workflows for Quotes, Orders, Invoices, and Returns
ADDED: Search, Sort, and Filter documents by a variety of criteria
ADDED: Summaries of Cost and Revenue by Workflow and Queues
ADDED: Ability to view detailed information of individual documents
ADDED: Identifying information such as Doc/Customer Number, PO Number, Doc Date, and etc
ADDED: Cost, Revenue, and Margin
ADDED: Ability to view related quotes, invoices, shipments, and etc

Customer Search

ADDED: Search, Sort, and Filter customers by a variety of criteria
ADDED: Customer and contact details
ADDED: Ability to open selected customers in Distribution Cloud or Business Central

Customer Card

ADDED: Visibility of Open and Historical Sales
ADDED: View recently sold products, with details about individual sales
ADDED: View Contacts and Addresses associated with the Customer
ADDED: Ability to create a Quote, Order, Invoice, or Return for the customer

Document Entry

ADDED: View detailed information about the document, including Customer PO #, Sales Person, Workflow Status, etc.
ADDED: Ability to move the document through the workflow with the "Submit" button
ADDED: Print a document to a printer or PDF
ADDED: You can now generate a Shipment for an Order
ADDED: Optimizations when adding products to a document



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  1. Christian Hartford

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