Release Date: 28. August 2026
Release Summary
The biggest time-saver in this release: you can now confirm several purchase orders to the same vendor in one click, sending them as one combined email or as separate emails.
Alongside that, sales reminders and finance charge memos get their own template per level, and email composition picked up several usability improvements.
New Feature
Send Multiple Purchase Order Confirmations at Once
You can now select several purchase orders for the same vendor and send them as one combined email or as separate emails. Select the orders in the Purchase Orders list and choose Document Handling > Send Purchase Confirmation.
Send Proforma Invoices Directly from a Sales Quote
You can now send a proforma invoice straight from a sales quote, without converting it to an order first. Use the new Send Proforma Invoice action on the Sales Quote card or the Sales Quotes list.
Separate Email Templates per Reminder and Finance Charge Level
You can now assign a different email template to each level (1, 2, and 3) of sales reminders and finance charge memos, in the Sales Reminders & Finance Charges group on Document Handling Text Setup.
Why it matters: You can keep the first reminder friendly and get progressively firmer at level 3, instead of sending the same wording every time. Levels you leave blank fall back to your existing template, so nothing changes until you set them up.
Attach Files from Master Data Directly to an Email
You can now attach files stored in Master Data on Documents - such as certificates or product images - while composing an email, using Add Files from Master Data On Documents in the attachments pane. Requires the Master Data Information app.
Improvements
Smarter Field Picker in Email Templates (documentation)
On the Document Handling E-mail Template Card, the field picker now offers only the fields that apply to the document types the template is actually used for, and reminder and finance charge templates can now also insert customer fields.
Why it matters: Previously the picker listed fields by department, so it could offer placeholders that stayed empty when the email was sent. Now every field you can pick is one that will resolve.
Bug Fixes
Selecting Multiple Reminders or Finance Charge Memos Now Issues All of Them
Fixed an issue where Issue and Send on the Reminder List or Finance Charge Memos list only processed the first selected row instead of the whole selection.
"Send Without Request" Setting Now Applies to the Right Document Type
Fixed an issue where the Send Without Request setting configured for sales invoices could be applied to sales orders, and vice versa.
Why it matters: This setting controls whether the email preview dialog is skipped. Sales orders and sales invoices now each follow their own setup, so an order no longer sends silently just because invoices are configured to.