Release Notes - Archive
- Visual Planning and Project Cost Control
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Release notes for Axtension Visual Planning and Project Cost Control
Release 10.11.9.226
A new version of AXtension Visual Planning and Project Cost Control for Microsoft Dynamics 365 Finance and Operations has been released as of 17 April 2026.
Version numbers
The described release in this document supports the following versions.
| Dynamics 365 for Finance and Operations Platform version | Dynamics 365 for Finance and Operations application version | Release version |
|---|---|---|
| Update 67 (7.0.7521.60) or later | 10.0.45 | 10.11.9.226 |
Corrections
AXTvp
Bug | Trigger scheduler for customization
Scheduler method made available to be used by customization.
Bug | Performance issue opening Task planning
When opening the Task planning from the common menu it can take a lot of time to show loading projects after closing the preferences dialog at start up of the form.
AXTpcc
Bug | ETC value is being allocated to a non budget line in the progress and estimate date set
ETC shouldn't be calculated on non-budgeted lines.
Release 10.11.7.224
A new version of AXtension Visual Planning and Project Cost Control for Microsoft Dynamics 365 Finance and Operations has been released as of 30 March 2026.
Version numbers
The described release in this document supports the following versions.
| Dynamics 365 for Finance and Operations Platform version | Dynamics 365 for Finance and Operations application version | Release version |
|---|---|---|
| Update 67 (7.0.7521.60) or later | 10.0.45 | 10.11.7.224 |
Corrections
AXTvp
58830 - Project Monitoring & Control does not open
The Planning analytics report on the Project monitoring and control workspace could not be opened. This was caused by the fact that the embedded Power BI report was not in Direct Query mode anymore due to recent changes. This has been adjusted.
58547 - Move tasks with drag action "remaining capacity" for multiple projects
Independent of the selection of (different) projects, the drag action "remaining capacity" should work the same for multiple tasks.
58273 - Calculation of free float in task planning
Added a new field "Total float" to the critical path calculation and factpane in the Task planning. The value from the previous "Free float" field will now be stored in this new "Total float" field and the "Free float" will now hold the number of days a task can be delayed without delaying the start of its immediate successor. Fixed calculation in some scenario's with delays or weekends.
AXTpcc
58755 - CBS not set on firmed production orders
When firming a planned production order for a project related planned order, the CBS code was not set on the created production order. This has been changed so the CBS code is set now on firming the planned production order.
Improvements
AXTvp
56785 - Increase border thickness border colors in Gantt chart for production orders
In the Planning parameters on the Production tab in the General section add the new parameter 'Border width' after 'Use color from production order'.
The new parameter can only be set when 'Use color from production order' is enabled.
58906 - Change TableGroup property for AXTvp_ReqTransItemTracking
The TableGroup property for table AXTvp_ReqTransItemTracking has been changed to 'Transaction' so the table will not be copied during a transactionless copy of data between environments.
Release 10.11.6.223
A new version of AXtension Visual Planning and Project Cost Control for Microsoft Dynamics 365 Finance and Operations has been released as of 25 February 2026.
Version numbers
The described release in this document supports the following versions.
| Dynamics 365 for Finance and Operations Platform version | Dynamics 365 for Finance and Operations application version | Release version |
|---|---|---|
| Update 67 (7.0.7521.60) or later | 10.0.2177.18 | 10.11.6.223 |
Corrections
AXTvp
58274 - Progress in project Task Planning remains 0%
Any part of the task planning should show the progress correctly.
58291 - Possibility to "deselect" roles within resource planning opening dialogue
Once a selection was made in the 'Human resource selection' section on the 'resource selection' dialogue on the resource planning, there was no easy way to open without a human resource selection. There is now an additional option 'None' available on the 'Human resource type' selection box.
58410 - Set up batch job for item availability check
When selecting one or more production orders, the action 'Check item requirement' can be executed. In the dialog the user can select if the action should be performed for the selected orders or to perform the action for a specific status and production order start date. When this action is scheduled as batch job, when opening the settings from the batch job, the settings where reset to default values. This has been changed so when opening the settings from the batch job the correct settings are shown.
58495 - On the resource planning, the color of the text inside a task box is always white
On the resource planning, the color of the text inside a task box was always white. This has been changed and text color (white or black) now depends on the background color.
58518 - Performance issue opening BOM form
With large BOM structures where most items have item tracking enabled with 'automatic recalculate item availability' it takes a lot of time to open the BOM. This is a fix when 'automatic recalculate item availability' is disabled that the manual should work correctly.
58072 - Open capacity overview out of resource planning leads to error
When opening the Capacity overview from Resource planning an error occurs when the Resource planning was opened with an equipment selection type set to Resource. This has been fixed.
57813 - Total effort to complete is not correctly updated on an activity without effort
When editing a published task in draft and changing the effort of the task then in case no progress or posted hours exists the total effort to complete should be the same as the new effort after publish
57116 - Performance issues with table AXTvp_ReqTransItemTracking
Table AXTvp_ReqTransItemTracking contains item tracking information related to requirements (ReqTrans). In many situations deleting records from table ReqTrans was done using methods that bypass table methods and table actions. As a result the records in table AXTvp_ReqTransItemTracking are not deleted automatically. As a result the table keeps growing causing performance issues in certain scenarios. Logic is added to delete records from this table when the related records from table ReqTrans are deleted. A cleanup scrip has been created also: under Production Control / Periodic Tasks / Planning and Control the item 'Cleanup item tracking data for net requirements' can be found. Running this will delete all records from table AXTvp_ReqTransItemTracking that do not have a related ReqTrans record anymore. This can be executed in batch also.
58640 - Recurring tasks not created correct
Create recurring tasks with a duration of more than 1 day should be possible Change a recurring task should not create duplicate tasks
AXTpcc
58300 - Progress and estimate dataset batch jobs mixes project transactions
Progress and estimate data sets created via the batch job shouldn't mix transactions from multiple unrelated projects in one data set
58377 - Old Data sets show multiple subtotal lines
Duplicate lines are shown in the simplified progress & estimates data set in case deviating records exists in the previous data set on the CBS/Cost group/Category combination. These deviating records are now removed from the previous data set to make sure only unique lines are shown for the current.
58462 - Realized costs incl subassembly roll up broken
Re-estimation of an underlying production order should not break the realized costs include subassemblies. This roll up should always be working completely.
58486 - Change CBS dropdown from list to tree view
The dropdown box for selecting CBS codes has two modes (list, tree). The default mode was list and is now changed to tree.
58508 - No actual costs in progress and estimate dataset
When using the old progress and estimate dataset with parameter 'Match transactions to budget' set to 'CBS code - cost group' or 'CBS code only', the actual costs were not included in the progress and estimate dataset. This issue has been resolved.
Release 10.11.5.222
A new version of AXtension Visual Planning and Project Cost Control for Microsoft Dynamics 365 Finance and Operations has been released as of 27 January 2026.
Version numbers
The described release in this document supports the following versions.
| Dynamics 365 for Finance and Operations Platform version | Dynamics 365 for Finance and Operations application version | Release version |
|---|---|---|
| Update 67 (7.0.7521.60) or later | 10.0.2177.18 | 10.11.5.222 |
Corrections
AXTvp
54055 - WBS template import moves project start date
Importing a WBS template should use the start date from the project and not move it back time. Task with relations should be scheduled from the start date of the project.
AXTpcc
58098 - Revenue lines not created automatically when creating Cost control budget
When a cost control budget is created from a project (based on WBS) the revenue lines on the created cost control budget were not generated automatically. This issue has been resolved
58103 - Added CBS Code Template to Project work breakdown structure - Draft entity
The CBS Code Template is added on the ProjProjectWBSDraftEntity (named Project work breakdown structure - Draft) data entity for import and export.
Release 10.11.4.221
A new version of AXtension Visual Planning and Project Cost Control for Microsoft Dynamics 365 Finance and Operations has been released as of 13 January 2026.
Version numbers
The described release in this document supports the following versions.
| Dynamics 365 for Finance and Operations Platform version | Dynamics 365 for Finance and Operations application version | Release version |
|---|---|---|
| Update 67 (7.0.7521.60) or later | 10.0.1149 | 10.11.4.221 |
Improvements
AXTvp
57066 - Add fields for color to Released Products V2 Entity
Added fields for Gantt colors and pattern to Released Products V2 entity. Fields from Engineering TabPage of released product: Border color id, pattern color id, pattern type and task color id.
Corrections
AXTvp
57830 - Unexpected client error in resource planning
After moving an operation/job to another resource and in time and reselect operations/jobs an unexpected client error message pops up. The is now fixed
57846 - Task planning - changed information after updated in Edit activity
The task information configuration should not revert back to the previous settings when editing a task in the task planning.
57855 - Buttons New / Delete links active in edit activity form for published plan
The "New" and "Delete" buttons should be greyed out in the Edit activity form when a project is published. The functionality is already working as expected; you are unable to edit links when the project is published.
57917 - Operation scheduling percentage considered for job scheduled order
Operations scheduling percentage is not taken into consideration for a job scheduled production order/ jobs on resource level when being moved within resource planning
57528 - Error message: You are not authorized to access table 'Resource planning operation properties view'
The customer should be able to access the resource planner without the Production Planning license.
57790 - Error when selecting projects in Product Breakdown Structure - Project
When selecting a project through the Product Breakdown Structure - Project form, the following error was displayed: "Unsupported datasource used for PositionToRecord or PositionToRecordByValue." This occurred when a large number of projects were present. This issue has been fixed. Users can now open projects from the Product Breakdown Structure form without encountering this error.
57698 - Move operation scheduled production order on resource group strange behaviour
The option "use calendar for tasks" on the resource group is removed. Operation/job scheduled on a resource group now always use the calendar of the resource group. The visualization in the Resource planning shows the resource group calendar. The capacity on the resource group is calculated as the sum of the available capacity of the resource.
AXTpcc
57814 - Menu item "Cost Control parameters" is not visible
The menu item "Cost Control parameters" is not visible when only the configuration key "Axtension Planning & Control - Cost Control" has been enabled. This has been fixed.
57856 - Dataset - previous copied
On the Progress and estimates dataset change tooltip to "Copy the previous ETC to the current ETC" This option should copy the ETC from the previous dataset to the ETC value in the current data set.
57864 - Creating new budget version not working
A new budget version should be created when clicking the "New version" button.
57694 - PowerBI filtering on date does not work correctly
Filtering on date should work correct
Release 10.11.3.220
A new version of AXtension Visual Planning and Project Cost Control for Microsoft Dynamics 365 Finance and Operations has been released as of 17 December 2025.
Version numbers
The described release in this document supports the following versions.
| Dynamics 365 for Finance and Operations Platform version | Dynamics 365 for Finance and Operations application version | Release version |
|---|---|---|
| Update 67 (7.0.7521.60) or later | 10.0.1149 | 10.11.3.220 |
Corrections
AXTvp
57660 - Resource planning takes operations scheduled end time 00:00 as 24:00
Dates and times of the operations within the Resource planning matches the times compared to the route itself when order is operation scheduled
57739 - Authorization error when trying to open Product breakdown structure
The PBS should be accessible even with the Tracking Dimension turned off.
57743 - Task planning - "An unexpected client error has occurred"
A manual column width adjustment should be possible without any error message.
Release 10.11.2.219
A new version of AXtension Visual Planning and Project Cost Control for Microsoft Dynamics 365 Finance and Operations has been released as of 10 December 2025.
Version numbers
The described release in this document supports the following versions.
| Dynamics 365 for Finance and Operations Platform version | Dynamics 365 for Finance and Operations application version | Release version |
|---|---|---|
| Update 67 (7.0.7521.60) or later | 10.0.1149 | 10.11.2.219 |
Corrections
AXTvp
57482 - Moving production job in Resource planning extends duration
In some scenario's a production job time is extended when moving it in time in the Resource planning. Happens mainly when efficiency percentage on the resource < 100 %.
57460 - Error messages when reschedule production order with jobs that have 100% progress
When a production order has a job with 100% progress and move another job to pass it in the Resource planning it leads to error message 'Failed to fix all boundaries'.
Release 10.11.1.218
A new version of AXtension Visual Planning and Project Cost Control for Microsoft Dynamics 365 Finance and Operations has been released as of 2 December 2025.
Version numbers
The described release in this document supports the following versions.
| Dynamics 365 for Finance and Operations Platform version | Dynamics 365 for Finance and Operations application version | Release version |
|---|---|---|
| Update 67 (7.0.7521.60) or later | 10.0.1149 | 10.11.1.218 |
Corrections
AXTvp
57140 - Resource planning displayed wrong when opened out of capacity overview on zoom "day"
In the Capacity Overview the zoom level is set to 'Day'. When open the Resource planning for a selected date from the Capacity overview the displayed period in the Resource planning should be one day before and after the selected date.
57267 - Visualization of clocked in symbol on resource planning
Fixed coding to visualize the clocked in symbol on task correct
57100 - Delivery status date format does not match user settings
Dates in the tooltip (i.e. for the delivery status) are not formatted according to the user settings. This issue has been resolved. Note: a changed user setting only becomes completely effective after the AOS has been restarted or after the AOD cache has been cleared. Only after one of these actions the asynchronous methods will use the changed settings
57101 - Bulk edit not available on new project
When creating a new project the bulk edit option was not available as long as the WBS was not published. This issue has been resolved.
57005 - Error when selecting roles for unassigned tasks
When selecting one or more roles for showing unassigned tasks in the Gantt preferences of the resource planning, when closing the preferences for this resulted in the error 'Initialize Unknown error'. This issue has been fixed. NOTE: Remove the usage data for class AXTvp_GanttPreferences_WBSResource if the error still occurs when opening the resource planning or when the Unassigned tasks dropdown in the Gantt preferences is not populated correctly.
57037 - Next operation blocks reschedule based on progress
When reschedule a production order based on progress it should not be blocked by one of its succeeding operations or jobs
57043 - Length issue with reference ID in task links
Increased the length of the HierarchyReferenceId from 15 to 60.
56292 - Allow extensibility on the AXTvp_ItemReqDateUpdate base enum
Due to the requirements of a customization feature the AXTvp_ItemReqDateUpdate base enum needs to be set to be extensible.
AXTpcc
57387 - Multiple transactions for the same Lot ID with different dates could result in incorrect data in the Progress and Estimate datasets
When a date within the range of these transactions was selected for creating the datasets, the system generated inaccurate data. This issue has been resolved. The Progress and Estimate datasets now correctly handle multiple transactions for the same Lot ID across different dates.
56900 - ETC Adjustment for Non-Budgeted Lines in Progress and Estimate Data Sets
When performing an adjustment request on a production budget specification, some totals displayed by line appear duplicated. This seems to occur because the production budget specification is saved on both the original line and the adjusted line. This occurs when you open a budget specification on the progress and estimate data form. Line totals should reflect only the adjusted calculation without duplicating original values. This has now been resolved.
56304 - ETC Adjustment for Non-Budgeted Lines in Progress and Estimate Data Sets
An issue was identified where adjustments to the ETC of non-budgeted lines in progress and estimate data sets were not saved correctly. This resulted in inaccurate cost recognition calculations. The issue has been resolved, and ETC adjustments are now stored and calculated as expected.
Major Release 10.11.0.217 (2025 H2)
A new version of AXtension Visual Planning and Project Cost Control for Microsoft Dynamics 365 Finance and Operations has been released as of 7 November 2025.
Version numbers
The described release in this document supports the following versions.
| Dynamics 365 for Finance and Operations Platform version | Dynamics 365 for Finance and Operations application version | Release version |
|---|---|---|
| Update 67 (7.0.7521.60) or later | 10.0.1149 | 10.11.0.217 |
New Features
AXTvp
56928 - Visualize if a worker is clocked in on an operation - job
In the resource planning a new symbol is introduced to visualize when a job/task has been 'clocked in' on. The new clock symbol will show up in the left top corner instead of the start symbol when a user is clocked in on a production job/task. New symbol is also added to the legend on the infopart form to clarify this symbol.
53505 - Program Tracking
A new tracking dimension called Program ID is available to use. The tracking dimension is configurable and can be used on inventory transactions related to a project. Program ID is a standard tracking dimension in D365 FO, and needs to be enabled in the system configuration. The tracking dimension can be added to a tracking group which can be assigned to a released product. Any transactions originating from a project on items with the Program ID enabled, will inherit the tracking dimension related to the project.
54238 - Intercompany production orders in project task planning
Project managers can now view intercompany production orders directly in the Project Task Planning view. This enhancement improves visibility across legal entities, allowing users to track production orders in other companies that are pegged to project-related tasks in the project's legal entity. New Toggle in Chart Preferences: - A new option, "View intercompany production orders", has been added to chart preferences. Visual Integration: - When enabled, intercompany production orders appear as a single bar in the task planning chart. - The bar reflects the start and end date of the full production order. - Operations and jobs within the order are not shown separately. - Sub-assembly production orders are also not displayed. - The company prefix is added to the task name for clarity. - The bar is read-only and cannot be moved. - Users can view production order details, but cannot edit them.
37082 - Product Breakdown Structure
The product breakdown structure gives visibility of all requirements for inventory on the project. The product breakdown structure is based on the Item Requirements, Sales orders, Production orders and Purchase orders created against a project. In conjunction with using Planning Optimization, the net requirements for each item on the project will display in a hierarchical format on the Product Breakdown Structure. This is designed to give insight on all inventory items needed to complete a project, track the supply and indicate delays that could affect delivery.
AXTpcc
55818 - Budget templates
Budget templates can be created that can be used when creating a cost control budget from a project. The budget template ocntains the basic settings for a budget like the period code, number of periods, indirect cost setup etc. On the template a CBS template can be defined that is used when creating a budget based on the template. When a cost control budget is created from a project the option is added to create the budget based on a budget template. This will create a budget with the settings as specified in the template including copying the CBS template to the CBS of the budget. As part of the new feature the logic for creating the link between the WBS and the CBS has been improved. When adding a project to an existing budget (from project or directly on the budget) the option is added to create the link between WBS and CBS and to create the budget lines.
53444 - Import budget lines from excel file
A new feature is added for importing budget lines from an excel file. The import uses the standard data management functionality. The following functions are available in the cost control budget form as part of the feature: = 'Download excel template': Download an excel file that can be used to add the lines to be imported. The file contains header with the supported import fields (and no data lines) = 'Import from Excel': Imports an excel files with budget lines. The imported lines are stored in a budget version lines staging table and are linked to the budget. All lines are validated and validation state is also stored in the staging table. = Form 'Budget version lines to import': Shows a form with all pending imported lines. Form can be used to correct invalidate lines and actually transfer all imported liens to the budget Note: Function 'Import from excel' may fail with message "Import budget lines not available. Data entity for table AXTpcc_BudgetVersionLinesImportStaging not found". This message indicates that the data entity list must be refreshed (using Data Management workspace, Framework parameters).
Improvements
AXTvp
56432 - Connect selection for project activities in resource planning
In the resource planning the option 'Connect selection' is now also available for allocations on project activities. The 'Connect selection' action will reschedule the selected allocations in sequence of selection so that they connect to each other with regard of the activity start and end.
56449 - Multi select move project resource assignments
It is now possible to move a selection of resource assignments in time in the resource planning. The assignments are moved with following conditions / restrictions: - All movements are done relative to its origin - A resource assignment cannot be scheduled outside its activity boundaries - Movement is done by day not on a specific moment of a day
56452 - Show progress factpane in resource planning
In the task planning the progress factpane is available. This factpane has now been added to the resource planning also.
56149 - Highlight related planned orders
Improvement of the Highlight function: References in the Resource Planning view by extending the functionality to include planned orders. Previously, the hightlight option only highlighted related production orders. With this update, users can now also visualize referenced planned orders.
55732 - Configure task information for project tasks
On the Planning parameter form there is a new topic 'Configure task information' were the name, description and tooltip information can be configured for project activities, planned and production orders that are shown in the Task and Resource planning. For project activities in the Resource planning the project id was added as prefix but that is now removed to prevent that it could be added twice when already added to the configuration. For performance improvements the configuration will be cached which means that when modify the browser needs to be refreshed to show the correct configuration.
54658 - Define requirement fulfilled on project group level
The parameters 'Requirement fulfilled when' and 'Purchase / Production fulfilled when' can not be configured on project group level. In the item tracking calculation, system will check if the parameters are defined on the project group level. If no settings are found for the project group the general parameters will be used for the calculation.
55215 - Schedule mode 'Related' for planned production orders
The schedule mode 'Related' is now also available for planned production orders. When the schedule mode 'Related' (Referenced) is set and a planned production order task is moved in the resource planning all tasks for that planned production order and all tasks for related planned production orders must be moved accordingly (similar to how this functions for production orders).
55580 - Check on default project calendar when opening project task planning
We added a check that default calendar is set on project when opening the task planning. The planning will not be opened in case default calendar is not set and a message will be shown (equal to existing message when opening the work breakdown structure)
51611 - Add 'Cluster' as new 'Schedule mode'
The option 'Enable Cluster select' has been removed from the Arrange options. This option is replaced by a new schedule mode 'Cluster'. When the schedule mode is set to 'Cluster' when selection a operation that is part of a cluster all operations for the cluster are selected. When moving clustered operations in schedule mode 'Cluster' all clustered operations are scheduled together connected wihtou gaps.
51155 - Configure task information for project tasks
The information shown in the task information, task description and tooltip for project tasks is now configurable. On the Planning parameter form there is a new topic 'Configure task information' were the name, description and tooltip information can be configured for project activities, planned production orders and production orders that are shown in the Task and Resource planning. For project activities in the Resource planning previously the project id was added as prefix in the task information. This is removed as it is configuratble by the user now. For performance improvements the configuration will be cached which means that when modified the browser needs to be refreshed to show the correct configuration.
54318 - Additional fields in the production task configuration setup
Following fields can now also be configured in the production task configuration:
- Setup time
- Run time
- Transit time
- Queue time before
- Queue time after
- Process quantity
This information is taken from the route.
AXTpcc
54951 - Total cost amount excluding indirect costs in WBS
Standard D365 shows the total cost amount including indirect costs on a WBS line. A new field is added showing the total cost amount excluding indirect costs on a WBS line (NOTE: this field is not available / visible in the Work breakdown structure form of standard D365). Additionally a new parameter is added to the Cost control parameters to control which amount is copied to the budget line (amount including / excluding indirect costs). If set to including indirect costs, cost control uses the standard D365 amount from the WBS (including indirect costs). If set to excluding indirect costs, cost control uses the cost amount excluding indirect costs.
54627 - Redesign budget status fact pane in gantt chart
The budget status fact pane in the gantt chart has been slightly redesigned. = Link "Create adjustment request" is always shown and enabled. A warning message ''No adjustment request created" will be shown if clicked and nothing to create = Link "Open adjustment requests" is shown but only enabled in case the CBS of the selected task is present in at least one pending budget adjustment request = The fact pane data is updated correctly after any changes to adjustment requests. When a user creates, edits, or deletes an adjustment request via the fact pane (bug fix) = The existing pending adjustment amount is added. The adjustment amount is added to both the total budget status section and the details section,
54837 - Performance generating and opening the progress and estimate dataset
Improvement have been made in the performance of generating and opening the progress and estimate datasets for budgets.
55562 - Deleted wbs tasks not included in created adjustment request on publishing
The adjustment request that is created on publishing a WBS did not include an adjustment line for CBS codes that were completely removed from the WBS. This is now changed
55563 - Include production budget lines in period distribution
The function 'Period distribution from WBS' now also applies to the production budget specification lines.
55564 - Added check on unit in budget adjustment request
A validation on non empty unit is added to budget adjustment request. The validation is triggered upon: = Submitting to workflow = Posting the adjustment request
55566 - Include production budget specification when using Copy/Paste in WBS
In the WBS tasks can be copied and pasted. If one of the copied tasks has a production budget specification that specification is now also copied and linked to the pasted task.
55581 - Redesign form Copy estimated cost and revenue lines to budget
The form 'Copy estimated cost and revenue lines to budget' shows cost and revenue lines has been redesigned. Following adjustments have been made: = Dialog size is increased = Fields shown on the grid = It is now possible to select the individual lines to include
53580 - Refactoring Axtension Planning & Control - Subcontractor management
The Axtension Planning & Control- Subcontractor management solution was refactored to remove the dependency on Axtension Invoice Processing. Axtension Invoice Processing was changed so it now integrates with Axtension Planning & Control - Cost Control and with Axtension Planning & Control - Subcontractor management dynamically, without a hard dependency on Axtension Planning & Control models.
Corrections
AXTvp
57051 - Error when manually rescheduling operations with resource efficiency less than 100%
On a resource with efficiency less then 100% scheduling an operation or job should not give an error but schedule correctly with the reduced efficiency. Error is not showing anymore.
56600 - Dragging unassigned project task to production resource causes disappearance
In the Resource Planning, dragging an unassigned quotation task (not linked to any role) to a production resource previously caused the task to temporarily indicate that an update was in progress. However, once the update completed, the task would unexpectedly disappear from the resource planning. This issue has been resolved. Unassigned quotation tasks now remain visible and correctly assigned after being moved to a production resource.
AXTpcc
55603 - Actual indirect costs not included when parameter 'Match transactions to budget' is set to 'CBS code - Cost group'
The issue has been fixed that actual indirect costs were not correctly handled in case parameter 'Match transactions to budget' is set to 'CBS code - Cost group'.
55737 - Hide 'Budget Status' fact pane when 'Show Budget Status' is disabled
The fact pane 'Budget status' on the gantt chart was always visible, independent of the setting in chart preferences. This issue is now fixed
55576 - Total estimated and Realized cost amount are not editable on Production budget specification
From a progress and estimate dataset a production budget specification progress form can be opened. The fields 'Total estimated' and 'Realized cost amount' are not editable anymore. The Total field is now correctly populated based on the sum of the line items.
5567 - Fix cost calculation on production budget specification for quantities greater than 1
On the production budget specification the production costs can be calculated. In the calculation the quantity for which the costs are calculated is specified. When finished the total costs were copied into the production budget specification as the per unit costs, independent of the quantity used int the calculation. This is now fixed
Release notes for Axtension Shipping Control and Shipping Connect.
Release 10.11.6.121
A new version of AXtension Shipping Control and Shipping Connect for Microsoft Dynamics 365 Finance and Operations has been released as of 24 February 2026.
Version numbers
The described release in this document supports the following versions.
| Dynamics 365 for Finance and Operations Platform version | Dynamics 365 for Finance and Operations application version | Release version |
|---|---|---|
| Update 67 (7.0.7521.60) or later | 10.0.43 | 10.11.6.121 |
Corrections
58225 - Unable to cancel shipment bookings when using the export framework
Shipment booking created through the export framework with status None should be possible to cancel.
58582 - Opening Shipping Connect parameters throws an error if units do not exist
In the Shipping Connect parameters units for size and weight have to be specified. Opening the Shipping Connect parameters in a legal entity where the parameters do not exist resulted in an error in case the units CM and KG do not exist in the units of the legal enitty. This has been changed so it is possible to open the parameter form also if the units CM and KG do not exist.
58666 - Unable to use 'Send to Carrier' when original shipment was canceled
When a Connect shipment booking is created for a shipment definition and that Connect shipment booking was canceled afterwards, it was not possible to create a new Connect shipment booking for the shipment definition. This behavior is changed so a Connect shipment booking can be created for a shipment definition after canceling the initial shipment booking.
58792 - Country of origin and commodity code not transferred to shipment booking for manual added items.
For manual added items the country of origin and commodity code are now transferred to the shipment booking
58854 - Sales order number not available on exploded BOM lines
For 'exploded item' lines in the shipment definition, the sales order number was not set on the corresponding deliver note lines on the created shipment booking. This issue is now fixed
Release 10.11.5.119
A new version of AXtension Shipping Control and Shipping Connect for Microsoft Dynamics 365 Finance and Operations has been released as of 24 February 2026.
Version numbers
The described release in this document supports the following versions.
| Dynamics 365 for Finance and Operations Platform version | Dynamics 365 for Finance and Operations application version | Release version |
|---|---|---|
| Update 67 (7.0.7521.60) or later | 10.0.25 | 0.11.5.119 |
Corrections
58301 - Shipment definition status cannot be changed with dates in the past
When a shipment definiton has a pickup date in the past it was not possible to submit the shipment definition to the workflow, forcing the user to change the pickup date to a potentially incorrect date (today or in the future). This behavior is changed so the pickup date is no longer validated during the submit to workflow action.
58310 - Commodity code and country of origin not updated on exploded shipment definition line
When a BOM explosion was performed for a shipment definition line, on the exploded lines the commodity code and country of origin were not updaetd. This is changed so on the exploded line the commodity code and country of origin from the released item on the exploded line are stored on the exploded line.
Release 10.11.4.116
A new version of AXtension Shipping Control and Shipping Connect for Microsoft Dynamics 365 Finance and Operations has been released as of 13 January 2026.
Version numbers
The described release in this document supports the following versions.
| Dynamics 365 for Finance and Operations Platform version | Dynamics 365 for Finance and Operations application version | Release version |
|---|---|---|
| Update 67 (7.0.7521.60) or later | 10.0.25 | 10.11.4.116 |
Corrections
57934 - XML files saved as UTF-8
The file encoding of the file should be UTF-8 and xml header should be in line with encoding.
Release 10.11.3.115
A new version of AXtension Shipping Control and Shipping Connect for Microsoft Dynamics 365 Finance and Operations has been released as of 19 December 2025.
Version numbers
The described release in this document supports the following versions.
| Dynamics 365 for Finance and Operations Platform version | Dynamics 365 for Finance and Operations application version | Release version |
|---|---|---|
| Update 67 (7.0.7521.60) or later | 10.0.25 | 10.11.3.115 |
Corrections
57520 - Wrong labels for French language
The French label file for Shipping Connect contained strange characters for a number of labels. A new translation for all labels has been created to resolve these issues.
57783 - Table relation properties not set for all relations
On table relations properties Cardinality, Related table cardinality and Relationship Type can be defined. These properties are used when creating data entities for the tables. On some relations these properties were not set which resulted in errors when creating data entities. The relations on the tables have been reviewed and missing proprety values are set.
57559 - Product Name not displayed on packing structure for manual items
When adding manual items to a shipment definition (or when adjusting the item name on shipment definition lines) the item name was not visible in the selection form when adding shipment definition lines to a container. Also on the container lines the item name was not displayed (correctly). These issues have been resovled.
57104 - Salesorder number not sent to nShift Delivery
When creating a shipment booking for Connect Delivery (nShift Delivery) the order reference (in most cases the sales order number) was not sent in the shipment booking. This issue has been resolved.
Release 10.11.2.114
A new version of AXtension Shipping Control and Shipping Connect for Microsoft Dynamics 365 Finance and Operations has been released as of 1 December 2025.
Version numbers
The described release in this document supports the following versions.
| Dynamics 365 for Finance and Operations Platform version | Dynamics 365 for Finance and Operations application version | Release version |
|---|---|---|
| Update 67 (7.0.7521.60) or later | 10.0.25 | 10.11.2.114 |
New Features
57144 - Support shipment definition from WHS shipment related to transfer order
Ability to create a shipment definition on a WHS shipment originating from a transfer order.
Corrections
56987 - Posting packing slip from project shipment definition does not create project transactions
When releasing or shipping a shipment definition it is possible to post the packing slip for the related sales order lines. In case these sales lines are related to a project the packing slip posting process did not create the correct project transactions. This issue has been solved.
57302 - Non-project related sales order lines can be added to a project shipment definition
On shipment definitions that are related to a project, only sales order lines / item requirements that are related to the project or one of its sub-projects. There was an issue where it was possible to add any sales order line to the shipment definition when the shipment definition was opened directly or opened from a sales order. This issue has been solved.
57314 - Modify quantity in shipment definition select lines form results in an error
When on the shipment definition select lines form the quantity for a line is increased or decreased, on closing the form the changed line resulted in an update error and the change was not processed. This issue has been solved.
57385 - Gross weight from Container not copied to Shipment
When a shipment definition is created for a shipment that is packed through the pack station, the weight of the containers in the shipment definition should reflect the values that are entered at the pack station (when closing the container).
57386 - Customer name is used on shipment booking if no logistical contact is defined
When a shipment booking is created for a sales order and no logistical contact has been specified on the sales order, the customer name from the customer data was used as contact person name. Instead of the customer name from the customer date, the customer name as specified on the sales order header should be used in these cases. This has been changed.
Release 10.11.1.113
A new version of AXtension Shipping Control and Shipping Connect for Microsoft Dynamics 365 Finance and Operations has been released as of 11 November 2025.
Version numbers
The described release in this document supports the following versions.
| Dynamics 365 for Finance and Operations Platform version | Dynamics 365 for Finance and Operations application version | Release version |
|---|---|---|
| Update 67 (7.0.7521.60) or later | 10.0.25 | 10.11.1.113 |
Corrections
57105 - Issues in Shipping Connect delivery platform setup
There were several issues in the setup of the Shipping Connect delivery platform: = It was not possible to edit the associated carrier field in the delivery parameters form. = Enabled delivery carrier services could not always be selected in the Shipping Connect core Carrier service setup. Those issues are now fixed.
57126 - Not possible to add invoiced item requirement to shipment definition
On project shipment definitions it was no longer possible to add delivered / invoiced item requirements. When adding these lines an error occurred on the available quanitty of the item. This issue has been solved so these lines can be added again.
Major Release 10.11.0.112 (2025 H2)
A new version of AXtension Shipping Control and Shipping Connect for Microsoft Dynamics 365 Finance and Operations has been released as of 6 November 2025
Version numbers
The described release in this document supports the following versions.
| Dynamics 365 for Finance and Operations Platform version | Dynamics 365 for Finance and Operations application version | Release version |
|---|---|---|
| Update 67 (7.0.7521.60) or later | 10.0.25 | 10.11.0.112 |
New Features
56408 - Allow pick-up and delivery date on same date
For a shipment definition it was not possible to define pick-up date and delivery date on the same date. As a result same day delivery scenarios were not supported. This behavior has been changed so it is now possible to set the delivery date to the same date as the pickl-up date
44593 - Added pickup address to return sales order
A new Pickup Address section has been added to the Return Sales Order header. This enhancement allows users to specify a pickup location directly on the RMA, improving shipment booking accuracy and carrier communication. Default Logic: - If no related sales order is selected, the pickup address defaults from the customer's default delivery address. - If a related sales order is selected using the Find Sales Order functionality, the pickup address defaults from the delivery address of the first selected sales order. Override Options: - Users can select another delivery address linked to the customer. - Users can add a new address manually using standard D365 FO address creation functionality. Shipment Booking Integration: The Pickup Address is used as the Sender Address in the Shipment Booking form.
44699 - Split shipment definition
Functionality is added for splitting shipment definitions. This allows you to split a part of an existing shipment definition into a new shipment definition or move lines (partly) to an existing shipment definition. The quantity of a shipment definition line that is available for splitting is the quantity that is not yet assigned to a container (for exploded lines this is calculated based on the quantities assigned for the line and the component lines). For lines that are exploded, only the main item is moved to the new / other shipment definition. Quantities for all lines are reduced accordingly in the original shipment definition.
Release 10.10.6.111
A new version of AXtension Shipping Control and Shipping Connect for Microsoft Dynamics 365 Finance and Operations has been released as of 22 October 2025.
Version numbers
The described release in this document supports the following versions.
| Dynamics 365 for Finance and Operations Platform version | Dynamics 365 for Finance and Operations application version | Release version |
|---|---|---|
| Update 67 (7.0.7521.60) or later | 10.0.25 | 10.10.6.111 |
New Features
56794 - Implement incremental status updates
It is now possible to configure that incremental status updates should be used when using Shipping Connect with Connect Transsmart. In the Connect Transsmart parameters in the account information it can be specified that incremental status updates should be used. When this option is set to 'Yes', when retrieving status updates it will get incremental status updates from Transsmart (when using this status updates can be retrieved from Transsmart only once. Statuses that have been retrieved in this way are flagged so they won't be sent again). When using the function 'Update shipment booking status' the option to use incremental status updates can be overridden. NOTE: this option should not be used in situations where multiple legal entities use the same Transsmart connection settings as the status update only updates shipments in the legal entity where the statuses are retrieved.
Corrections
56901 - Pick-up times not filled correctly on WHS Shipment booking
When a shipping booking is created for as sales order from a WHS shipment the requested pickup times from the parameters were always used, also if different times are defined on the sales order. This issue has been fixed so the times from the sales order are used when creating the shipment booking.
Release 10.10.5.110
A new version of AXtension Shipping Control and Shipping Connect for Microsoft Dynamics 365 Finance and Operations has been released as of 29 September 2025.
Version numbers
The described release in this document supports the following versions.
| Dynamics 365 for Finance and Operations Platform version | Dynamics 365 for Finance and Operations application version | Release version |
|---|---|---|
| Update 67 (7.0.7521.60) or later | 10.0.25 | 10.10.5.110 |
Corrections
56630 - Packing structure of serialized item not transferred to shipment definition
When creating a shipment definition for a WHS shipment, the container structure for the WHS shipment is copied to the container structure of the shipment definition. In case items are used that have tracking dimension Serial number enabled, copying of the container structure from the WHS shipment to the shipment definition resulted in an erro 'Cannot create a record in Item in container.... The record already exists'. This issue has been resolved.
Release 10.10.4.109
A new version of AXtension Shipping Control and Shipping Connect for Microsoft Dynamics 365 Finance and Operations has been released as of 8 September 2025.
Version numbers
The described release in this document supports the following versions.
| Dynamics 365 for Finance and Operations Platform version | Dynamics 365 for Finance and Operations application version | Release version |
|---|---|---|
| Update 67 (7.0.7521.60) or later | 10.0.25 | 10.10.4.109 |
Corrections
55885 - Axtension® Shipping Control - Advanced Export Control not included in the standard package
Shipping Control Advanced Export Control module was missing from the deployment package This has now been fixed
Release 10.10.3.107
A new version of AXtension Shipping Control and Shipping Connect for Microsoft Dynamics 365 Finance and Operations has been released as of 11 July 2025.
Version numbers
The described release in this document supports the following versions.
| Dynamics 365 for Finance and Operations Platform version | Dynamics 365 for Finance and Operations application version | Release version |
|---|---|---|
| Update 67 (7.0.7521.60) or later | 10.0.25 | 10.10.3.107 |
New Features
55870 - Terms of Payment not send to Connect Transsmart
Recently we added the D365 terms of payment when creating a shipment using "Connect Transsmart". This causes issues because the payment field in Transsmart is not compatible with the D365 value. The payment field is now not set anymore
Major Release 10.10.1.104 (2025 H1)
A new version of AXtension Shipping Control and Shipping Connect for Microsoft Dynamics 365 Finance and Operations has been released as of 13 May 2025.
Version numbers
The described release in this document supports the following versions.
| Dynamics 365 for Finance and Operations Platform version | Dynamics 365 for Finance and Operations application version | Release version |
|---|---|---|
| Update 67 (7.0.7521.60) or later | 10.0.25 | 10.10.1.104 |
New Features
48796 - Container properties
A maximum of 20 container properties can be defined in Axtension® Shipping Control. Properties can be named as required and property labels can be localized in the setup. Furthermore it is possible to define whether a property is mandatory. All active properties are available on each container in the container structure. Mandatory properties have to be specified on each container. It will not be possible to approve, relaease or ship shipment definition when mandatory properties for one or more containers in the container structure of a shipment defintion are not set.
46664 - Shipment definitions on transfer order
Shipment definitions can now be created for transfer orders. The functionality is similar as the functionality that is already available for sales orders and projects. When a shipment definition is created for a transfer order all transfer order lines are added to this shipment definition. Afterwards lines can be removed / added / updated on the shipment definition. It is possible to combine the lines of multiple transfer orders on a single shipment definition as long as the from and to warehouse of the transfer orders match. When releasing or shipping a shipment definition (parameter controlled) it is possible to also ship the transfer order lines that are linked to the shipment definition.
49861 - Contact information on shipment definitions
The address and contact information that can be defined on a shipment definition is extended. For shipment definitions that are related to customers or projects, the invoice address can be specified. Additionally on each address (sender, invoice (when available), receiver) a logistics contact can be specified on the shipment defintion. The address and contact information is used on shipment bookings when Shipping Control is used in combination with Connect.
49614 - Support for requested pickup and delivery times
We added support for requested pickup and delivery times. The feature includes the following functionality: = Default requested pick up time from-to and requested delivery time from-to can be set per legal entity = Default requested pick up time from-to and requested delivery time from-to can be overridden per customer = Requested pick up time from-to and requested delivery time from-to can be overridden per sales order = (Requested) from-to times on shipment booking are initialized from the new (default) times (e.g. sales order, legal entity) = Requested pick up time from-to and requested delivery time on shipment definitions are initialized using the new (default) times in case the Shipping Connect module is enabled
49630 - New address purpose for pickup address
A new address purpose is added for defining the pickup address for a legal entity. On the legal entity a address can be added with purpose 'Shipment pickup'. This address is used as the default pickup address for shipment definitions. A data upgrade script must be executed to make the new address purpose available. This update script can be found in the data upgrade cockpit from Shipping Control.
52666 - Requested delivery date for shipment definition
We added the requested delivery date to shipment definitions. This feature is only available if the Axtension Project Management module is active. = Requested delivery date can be configured to use start or finish date of a project activity = Requested delivery date for a project related shipment definition can be automatically populated through project plan
52277 - Populate unit price for BOM explosion lines in shipment definition
When an item on the shipment definition line is exploded we now retrieve the unit price for the BOM explosion line from the released product.
50622 - Automate the posting of packing slips based on the shipment status
Ability to automate the posting of packing slips based on the shipment definition status. Users can configure the system to post packing slips when the status is set to "release," "ship," or disable the feature entirely. Configuration Options: . Release: Automatically post the packing slip when the shipment definition status is set to "release." . Ship: Automatically post the packing slip when the shipment definition status is set to "ship." . None (disable): Disable automatic posting of the packing slip. When the status changes to the configured option (either "release" or "ship"), a popup will appear asking the user to confirm if they want to post the packing slip. The popup includes options to confirm or cancel the posting of the packing slip.
45685 - Include Terms of Payment on Shipment Definitions
We added support for terms of payment. = Terms of payment are added to the shipment definitions = Terms of payment are added to the shipment connect bookings (for Connect Transsmart and Connect Framework only) = This field is initialized from the associated sales order header.
43895 - Axtension Shipping Control - Project management integration
We added a new feature for integration of Axtension Planning & Control with Axtension Shipping Control. The feature is delivered in a separate model because it has a dependency on models of both solutions. The new model is called 'Axtension Shipping Control - Project management integration'. = Feature must be enabled with a separate configuration key = Feature requires both 'Axtension Planning & Control' and 'Axtension Shipping Control' = New fields 'Project activity' and 'Requested delivery date' are added to shipment definitions = A 'Project management integration' section is available on shipment definitions related to a project on which it is possible to set the new fields = The 'Requested delivery date' is set automatically based on the start date or end date (configurable setting) of the linked project activity. This includes updates in case dates on linked project activity are changed upon publishing a new plan version
53234 - Incoterms delivery location field
For the incoterms (delivery terms in D365) the so called named place is added. The named place consists of a name and address that can be defined on sales orders, purchase orders, shipment bookings and shipment definitions. To store named place information as addresses a new address purpose 'Named place' is introduced. When an address is added with purpose named place, the address is linked to the current party, i.e. the customer or vendor, however when selecting a named place using the lookup on i.e. the sales order, all addressses with purpose 'Named place' will be listed. This because the named place can be a generic place like a harbour or airport. To activate the new named place address purpose a data update script, available in the data update cockpit, needs to be executed.
53006 - Planned delivery date and time for shipment definition
We added the planned delivery date and time to shipment definitions. When the planned delivery date and planned delivery time of a shipment booking (associated with the shipment definition) is updated, the values are also saved on the associated shipment definition in fields planned delivery date and planned delivery time.
53007 - Added 'Deliver' status to shipment definitions
We added a new state 'Deliver' to shipment definitions. = Shipment definitions with status 'Shipped' can be set to be 'Delivered' = Shipment definitions with status delivered become read only
Release 10.10.3.557
A new version of AXtension Invoice Processing for Microsoft Dynamics 365 Finance and Operations has been released as of 28 April 2026.
Version numbers
The described release in this document supports the following versions.
| Dynamics 365 for Finance and Operations Platform version | Dynamics 365 for Finance and Operations application version | Release version |
|---|---|---|
| Update 67 (7.0.7521.60) or later | 10.0.43 | 10.10.3.557 |
Improvements
57821 - Rebranding Products to Truvio
References to Axtension are rebranded to Truvio.
Release 10.10.2.556
A new version of AXtension Invoice Processing for Microsoft Dynamics 365 Finance and Operations has been released as of 24 February 2026.
Version numbers
The described release in this document supports the following versions.
| Dynamics 365 for Finance and Operations Platform version | Dynamics 365 for Finance and Operations application version | Release version |
|---|---|---|
| Update 67 (7.0.7521.60) or later | 10.0.43 | 10.10.2.556 |
Corrections
Bug | Invoices with wrong status after cancelling failed
It was sometimes possible that an invoice got the canceled status after a cancel action actually failed (for invoices that were already in workflow).
This issue is now fixed. It is also no longer possible to cancel an invoice that is already in workflow. The workflow must be canceled first.
Bug | Canceled invoice was not unlinked from invoice contract
When an invoice that was linked to contract was canceled, it was not unlinked from that contract.
This issue is now fixed
Bug | Invoices with wrong status after canceling failed
It was sometimes possible that an invoice got the canceled status after a cancel action actually failed (for invoices that were already in workflow).
This issue is now fixed. It is also no longer possible to cancel an invoice that is already in workflow. The workflow must be canceled first.
Release 10.10.1.554
A new version of AXtension Invoice Processing for Microsoft Dynamics 365 Finance and Operations has been released as of 1 December 2025.
Version numbers
The described release in this document supports the following versions.
| Dynamics 365 for Finance and Operations Platform version | Dynamics 365 for Finance and Operations application version | Release version |
|---|---|---|
| Update 67 (7.0.7521.60) or later | 10.0.25 | 10.10.1.554 |
Corrections
Feature | Ability to set referenced employee requester as default from Purchase order header or Purchase order first line found
Finds the most relevant requester based on linked purchase orders. You can choose whether to prioritize the requester on the order header or the first line found. The system checks for requesters with an assigned user first and stops when a match is found.
Bug | Best Practice Errors detected on form AXTip_InvoiceTemplateSelectForm (Invoice Coding Suggestions)
The best Practice errors detected on AXTip_InvoiceTemplateSelectForm (Invoice Coding Suggestions) has been fixed.
Bug | Intrastat parameter not visible in "new" Invoice Processing Parameters under AP parameters Associate
Added the missing field to the parameter form.
Release 10.10.0.1
A new version of AXtension Invoice Processing for Microsoft Dynamics 365 Finance and Operations has been released as of 6 November 2025.
Version numbers
The described release in this document supports the following versions.
| Dynamics 365 for Finance and Operations Platform version | Dynamics 365 for Finance and Operations application version | Release version |
|---|---|---|
| Update 67 (7.0.7521.60) or later | 10.0.25 | 10.10.0.1 |
Improvement
Feature | Integration with refactored Planning & Control - Subcontractor management
The Axtension Planning & Control- Subcontractor management solution was refactored to remove the dependency on Axtension Invoice Processing. Axtension Invoice Processing was changed so it now integrates with Axtension Planning & Control - Cost Control and with Axtension Planning & Control - Subcontractor management dynamically, without a hard dependency on Axtension Planning & Control models.
Release 10.9.32.553
A new version of AXtension Invoice Processing for Microsoft Dynamics 365 Finance and Operations has been released as of 22 October 2025.
Version numbers
The described release in this document supports the following versions.
| Dynamics 365 for Finance and Operations Platform version | Dynamics 365 for Finance and Operations application version | Release version |
|---|---|---|
| Update 67 (7.0.7521.60) or later | 10.0.25 | 10.9.32.553 |
Corrections
Bug | Automatically select product receipt after import batch job creates SQL block
Separate the proces of the review task completion from the selection proces of the product receipts to avoid blocking's.
Release 10.9.29.550
A new version of AXtension Invoice Processing for Microsoft Dynamics 365 Finance and Operations has been released as of 22 July 2025.
Version numbers
The described release in this document supports the following versions.
| Dynamics 365 for Finance and Operations Platform version | Dynamics 365 for Finance and Operations application version | Release version |
|---|---|---|
| Update 67 (7.0.7521.60) or later | 10.0.25 | 10.9.29.550 |
Corrections
Bug | Error when creating a new general journal
Trying to create a new general journal resulted in an error message. This issue is now fixed.
This issue was introduced in version 10.9.28.549
Bug | Invoice status is not updating when payment journal contains a penny difference
The invoice status on an Invoice Processing invoice was not updated to 'Settled' in case the invoice was settled with a penny difference.
This issue is now fixed
Bug | Export vendors and vendor bank account does not export latest
The export of vendors and/or vendor bank accounts did no longer update the exported file(s) in case a file with the same name already exists in the export location.
This issue is now fixed.
Release 10.9.28.549
A new version of AXtension Invoice Processing for Microsoft Dynamics 365 Finance and Operations has been released as of 7 July 2025.
Version numbers
The described release in this document supports the following versions.
| Dynamics 365 for Finance and Operations Platform version | Dynamics 365 for Finance and Operations application version | Release version |
|---|---|---|
| Update 67 (7.0.7521.60) or later | 10.0.25 | 10.9.28.549 |
Improvements
Feature | Enable table 'Invoice on hold reasons' for cross-company data sharing
Table properties for table 'Invoice on hold reasons' have been adjusted so the table can be used in cross-company data sharing.
Corrections
Bug | Terms of Payment not processed correctly
Posted invoices for purchase orders could have the wrong terms of payment set in the posted transaction. This issue occurred in case the terms of payment on the purchase order deviated from the default terms of payment set on the vendor.
This issue is now fixed
Bug | Vendor Invoice Matching failed when using the "+" button to select product receipts
Using the "+" button on the Vendor invoice form to add product receipts did not always update the match status correctly—especially when an existing invoice line needed to be updated. In these cases, the match status showed "Failed", even though the line details appeared correct.
This issue has now been fixed.
Bug | Incorrect upgrade script "Set parameter Default quantity for lines"
The upgrade script "Set parameter Default quantity for lines" was not executed correctly. The default values were not converted correctly (and set to "Receive quantity"). This has been fixed now.
Check if the upgrade task "Set parameter Default quantity for lines" in the Data update cockpit of Invoice Processing needs to be executed. It is possible that this still needs to be done even if the status is set to "Done".
Bug | Exchange rate was changed on an approval journal
There was a scenario where the exchange rate on an open approval journal was updated as a result of using the 'Change posting date' function.
This issue is now fixed
Bug | Reason table reference not working in workflow condition
The existing "Reason table reference" field on the Purchase invoices in the workflow cannot be used to make conditions on reason code.
We added a new condition field "Reason code" to the workflow.
Release 10.9.27.547
A new version of AXtension Invoice Processing for Microsoft Dynamics 365 Finance and Operations has been released as of 20 June 2025.
Version numbers
The described release in this document supports the following versions.
| Dynamics 365 for Finance and Operations Platform version | Dynamics 365 for Finance and Operations application version | Release version |
|---|---|---|
| Update 67 (7.0.7521.60) or later | 10.0.25 | 10.9.27.547 |
Improvements
Feature | Certificate for license validation replaced
The certificate used for validating the solution licenses has been replaced as the old certificate expires.
IMPORTANT: When installing this solution version containing the new certificate, new licenses generated based on the new certificate also have to be installed
Release 10.9.26.546
A new version of AXtension Invoice Processing for Microsoft Dynamics 365 Finance and Operations has been released as of 21 May 2025.
Version numbers
The described release in this document supports the following versions.
| Dynamics 365 for Finance and Operations Platform version | Dynamics 365 for Finance and Operations application version | Release version |
|---|---|---|
| Update 67 (7.0.7521.60) or later | 10.0.25 | 10.9.26.546 |
Corrections
Bug | Scanned invoice not shown for users with roles assigned to organizations
The scanned invoice was no longer shown for users with invoice processing roles that are assigned per organization.
This issue was introduced in release 10.9.23.543 and is now fixed
Release 10.9.25.545
A new version of AXtension Invoice Processing for Microsoft Dynamics 365 Finance and Operations has been released as of 9 May 2025.
Version numbers
The described release in this document supports the following versions.
| Dynamics 365 for Finance and Operations Platform version | Dynamics 365 for Finance and Operations application version | Release version |
|---|---|---|
| Update 67 (7.0.7521.60) or later | 10.0.25 | 10.9.25.545 |
Corrections
Bug | Date of VAT register is empty after import
The "Date of vendor VAT register" should be filled after import vendor invoice when the field "Date of VAT register filling" is set to "Document date" and the feature "Date of VAT register" is enabled.
This has been fixed.
Bug | Opening invoice in history tab Accounts Payable Invoice approval not working correctly
Opening an invoice from the history tab in the "Accounts payable invoice approval workspace" does not show the right invoice.
This has been fixed.
Bug | Identify option is not available until refresh
The identify option should become available as soon as the "error" of the missing item sales tax group has been resolved and identify is available.
Bug | Journal type disabled when creating new journal
Users can now always select a journal type when creating a new journal from the Invoice Journal list page, regardless of the data of the (previous) selected journal.
Bug | Unable to select PO or receipt on header after registering an invoice
It was not possible to select PO or receipt on header of the invoice listpage after registering an invoice.
This has been fixed.
Release 10.9.24.544
A new version of AXtension Invoice Processing for Microsoft Dynamics 365 Finance and Operations has been released as of 2 May 2025.
Version numbers
The described release in this document supports the following versions.
| Dynamics 365 for Finance and Operations Platform version | Dynamics 365 for Finance and Operations application version | Release version |
|---|---|---|
| Update 67 (7.0.7521.60) or later | 10.0.25 | 10.9.24.544 |
Corrections
Bug | Digital invoice storage providers using SAS tokens are not working anymore
The storage accounts access with SAS tokens are not working anymore. This issue was introduced in version 10.9.20.540.
This issue is now fixed for SAS tokens on storage account level. Please note that SAS tokens created on container level are currently unsupported.
Release 10.9.23.543
A new version of AXtension Invoice Processing for Microsoft Dynamics 365 Finance and Operations has been released as of 28 April 2025.
Version numbers
The described release in this document supports the following versions.
| Dynamics 365 for Finance and Operations Platform version | Dynamics 365 for Finance and Operations application version | Release version |
|---|---|---|
| Update 67 (7.0.7521.60) or later | 10.0.25 | 10.9.23.543 |
Corrections
Bug | Cancel and reprocess not working if scanned invoice exists
The cancel and reprocess function did not work anymore due to an issue that was introduced in version 10.9.20.540
This issues is now fixed
Release 10.9.22.542
A new version of AXtension Invoice Processing for Microsoft Dynamics 365 Finance and Operations has been released as of 26 March 2025.
Version numbers
The described release in this document supports the following versions.
| Dynamics 365 for Finance and Operations Platform version | Dynamics 365 for Finance and Operations application version | Release version |
|---|---|---|
| Update 67 (7.0.7521.60) or later | 10.0.25 | 10.9.22.542 |
Improvements
Feature | Field 'Import intercompany invoices' not available on data entity 'Invoice Processing parameters for vendors'
The field 'Import intercompany invoices' was not availabe on the data entity 'Invoice Processing parameters for vendors'. This field is added to the data entity.
Corrections
Bug | Posted project transactions amount in transaction currency is value 0
The 'amount in transaction' field on posted project transactions was not set correctly on posted invoice approval journal invoices with invoice lines that were created (including the project reference) during import.
This issue is now fixed
Bug | Invoice journal with fixed asset : wrong posting profile used
On invoice journal invoices for fixed assets, the posting profile defined on the fixed assets posting profiles was not copied to the invoice journal line. This issue has been fixed.
Bug | Inconsistent line addition in enhanced invoice page
When adding lines in the Lines section of the enhanced invoice page, the added lines were not consistently placed. This has been fixed now. The new line will be added directly below the selected line.
Bug | Opening a work item for contract approval shows all contracts
On workflow approval work items for invoice contract approvals when clicking on the invoice contract ID to open the contract details for that work item, the invoice contract list page was opened and showed all contracts. This has been changed so the contract details for the contract of the workflow work item are showed.
Bug | Vendor parameter for submitting unlinkable contract invoices to the workflow
When an imported invoice with a contract cannot be linked to an applicable invoice contract, it will be processed from staging but will not be processed to the workflow. The new parameter "Submit unlinkable contract invoices to workflow" makes it possible to submit such invoices to the workflow even if they cannot be linked to the contract. When the parameter is set to No, the behavior remains unchanged. When the parameter is set to Yes, the invoice will be submitted to the workflow even if it could not be linked.
Bug | Duplicate invoice number warning issue
When a new invoice is created, the invoice is initially created with a 'Temporary' flag. These invoices are not visible yet, but it makes it possible to directly add additional information (i.e. the scanned invoice) to the invoice during the creation proces. Once a user confirmes the creation of the invoice (OK on the invoice creation form) the 'Temporary' flag is removed and the invoice will be visible in the invoices listpage. However if the invoice creation is aborted in a unconventional way, i.e. close the browser window, the invoice with the 'Temporary' flag will still exist but is not visible and cannot be accessed any more. Creating an invoice with the same invoice number will result in an error.
An option is now added to the Analyze and repair invoices form (available in the Service menu for administrators) that shows these 'Temporary' invoices and where an administrator can delete these invoices if needed.
Release 10.9.21.541
A new version of AXtension Invoice Processing for Microsoft Dynamics 365 Finance and Operations has been released as of 20 March 2025.
Version numbers
The described release in this document supports the following versions.
| Dynamics 365 for Finance and Operations Platform version | Dynamics 365 for Finance and Operations application version | Release version |
|---|---|---|
| Update 67 (7.0.7521.60) or later | 10.0.25 | 10.9.21.541 |
Corrections
Bug | Too many VAT transactions when posting using invoice register and invoice approval
There were too many VAT transactions posted when using the invoice register and invoice approval. The sum of the additional transactions had a neutral amount.
This issue is now fixed
Release 10.9.20.540
A new version of AXtension Invoice Processing for Microsoft Dynamics 365 Finance and Operations has been released as of 14 March 2025.
Version numbers
The described release in this document supports the following versions.
| Dynamics 365 for Finance and Operations Platform version | Dynamics 365 for Finance and Operations application version | Release version |
|---|---|---|
| Update 67 (7.0.7521.60) or later | 10.0.25 | 10.9.20.540 |
Improvements
Feature | Accessing azure storage using newest API's
Updated our internal logic for accessing both F&O managed storage accounts and azure hosted storage accounts to using the latest tooling (Azure.Storage.Blobs). This change addresses the deprecated features:
= Disable storage account key access to finance and operations managed storage accounts
= Migration from deprecated libraries – WindowsAzure.Storage and Microsoft.Azure.Storage to Azure.Storage.Blobs
Release 10.9.19.539
A new version of AXtension Invoice Processing for Microsoft Dynamics 365 Finance and Operations has been released as of 25 February 2025.
Version numbers
The described release in this document supports the following versions.
| Dynamics 365 for Finance and Operations Platform version | Dynamics 365 for Finance and Operations application version | Release version |
|---|---|---|
| Update 67 (7.0.7521.60) or later | 10.0.25 | 10.9.19.539 |
Improvements
Feature | Optimize batch job "Automatically select product receipts after import" for error handling.
The batch job "Automatically select product receipts after import" has been optimized for error handling.
The system now continues processing subsequent invoices even if an error occurs with a particular invoice. When an invoice throws errors, these errors will be logged in both the IP Logging and the infolog of the batch job for better traceability.
Release 10.9.18.538
A new version of AXtension Invoice Processing for Microsoft Dynamics 365 Finance and Operations has been released as of 11 February 2025.
Version numbers
The described release in this document supports the following versions.
| Dynamics 365 for Finance and Operations Platform version | Dynamics 365 for Finance and Operations application version | Release version |
|---|---|---|
| Update 67 (7.0.7521.60) or later | 10.0.25 | 10.9.18.538 |
Improvements
Feature | Add the workflow approver for invoice contracts to the configurable hierarchy
We added the invoice contract workflow approver as a start from option to the configurable hierarchy in the workflow
Feature | Add workflow approver to contract data entity
The workflow approver is added to the invoice contract data entity
Corrections
Bug | Result of conditional check called "Is coding Non-PO value" in workflow is not always correct
The available workflow condition '"Is coding Non-PO value" would incorrectly return true in case no coding lines where available and no offset account was set on the invoice.
This issue is now fixed
Bug | Incorrect legal entity filtering when creating invoices via workspace tiles
When creating a new invoice via a tile in a personal Workspace, the filter incorrectly displays all legal entities after the invoice is created. In the customer's case, users should only have access to one specific legal entity but were able to see invoices from other entities.
Additionally, when creating new invoices using saved views or tiles from the public workspace, there was unexpected behavior with the grid filters.
This issue has now been resolved.
Bug | Error message when selecting purchase order on pending vendor invoice
There was a specific scenario that resulted in a warning when trying to select a purchase order on the pending vendor invoice instead of adding the available purchase order lines to the invoice.
This issue is now fixed.
Bug | Reattempt matching keeps adding matched product receipts
There was a specific scenario which resulted in adding additional matched product receipts to an pending vendor invoice line on every reattempt matching execution.
This issue is now fixed
Release 10.9.17.535
A new version of AXtension Invoice Processing for Microsoft Dynamics 365 Finance and Operations has been released as of 28 January 2025.
Version numbers
The described release in this document supports the following versions.
| Dynamics 365 for Finance and Operations Platform version | Dynamics 365 for Finance and Operations application version | Release version |
|---|---|---|
| Update 67 (7.0.7521.60) or later | 10.0.25 | 10.9.17.535 |
Imrovements
Feature | Option to clear the Invoice Processing log in batch
We added a function to clear the Invoice Processing technical log using a batch job.
Feature | Enable editing of custom properties of an invoice
It was not possible to edit the 5 available custom properties on the Invoice Processing invoices using the invoices list page.
When those properties are added to the invoices list page (through personalization) the following logic will be applied:
= Properties will be editable for invoice states 'New' and 'Identified'
= It is possible to change this behavior through available extension points
Corrections
Bug | Reset workflow option missing on enhanced list page
The reset workflow option was missing on enhanced list page for invoices using only the payment workflow .
This issue is now fixed
Bug | Prepayment incorrectly flagged with error classification and warning
An imported invoice that was automatically linked to a prepayment of a PO was always classified with an import warning.
This issue is now fixed
Bug | VAT line import does not default to tax group from vendor
For an imported VAT line having an external sales tax code with an empty tax group, the sale tax group was not defaulted from the vendor.
This issue is now fixed
Bug | Showing details does not always go well if a custom tile is used for the invoice list page (Rework)
The fix on the issue "Showing details does not always go well if a custom tile is used for the invoice list page" did not work properly. Rework has now been done to fix the problem.
Bug | Amount excluding sales tax not always calculated correctly upon import of contract invoices
The amount excluding sales tax was not calculated correctly upon import of contract invoices in a specific scenario (combination of tax info not available on import header and target invoice using amounts including sales tax).
This issue is now fixed.
Bug | Tax lines removed after linking prepayments
When switching the invoice type to prepayment using the link prepayment option, the imported tax lines were removed. This issue has now been fixed.
Release 10.9.16.534
A new version of AXtension Invoice Processing for Microsoft Dynamics 365 Finance and Operations has been released as of 1 January 2025.
Version numbers
The described release in this document supports the following versions.
| Dynamics 365 for Finance and Operations Platform version | Dynamics 365 for Finance and Operations application version | Release version |
|---|---|---|
| Update 67 (7.0.7521.60) or later | 10.0.25 | 10.9.16.534 |
Corrections
**Bug | Invoice coding suggestion previous invoices not working correctly The previous invoices option in the invoice coding suggestion was not working correctly. It did not show the correct invoices. This issue is now fixed
Bug | Not able to select sales tax group / item sales tax group on invoice line
It was not always possible to select the correct sales tax group / item sales tax group on an invoice line. This issue could occur on invoice lines that had a different company than the associated invoice header.
This issue is now fixed
Bug | Item sales tax code is not updating when changing main account on invoice lines
Upon changing the Main Account on an invoice line, the default sales tax group / item sales tax group set for the new main account was not set non the invoice line.
This issue is now fixed
Bug | Showing details does not always go well if a custom tile is used for the invoice list page
This happens when a custom tile has been created for the listpage with a saved view. When you go to the details, a form without header information is shown the first time. This has now been resolved.
Bug | Xtracta database IDs are not synching correctly when table has no columns
When validation for the Xtracta database setup failed and the Xtracta database had no columns then it was not possible to sync the IDs from Xtracta with F&O.
This has been fixed now.