TRIMIT Update

TRIMIT 24.02 Updates

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BC Side Handling of Portals Returns

In TRIMIT 24.2.13, portals now support a new returns functionality for Business-to-Business (B2B) and Sales Agent profiles. This update streamlines handling of product returns, enabling businesses to efficiently process complaints via TRIMIT’s integrated portals.

Customers can now register returns directly in the portal, which are then handled as complaints in TRIMIT.New fields like "Use Returns" and "Return Only Previously Purchased Products" ensure more precise return management. Businesses can, for instance, set a 365-day limit for return eligibility, improving control over return policies.

Practical Value: Simplifies return processing for both customers and businesses by integrating directly with TRIMIT's complaint management system.
Read more: Whitepaper Page 14 Version: 24.2.13 | Publication Date: January 14, 2025

New Parameter regarding Complaints

In TRIMIT 24.2.19, a new “Reverse Production Entry” parameter has been added in Sales & Receivables. This ensures that when you finish a Production Order for repair items, TRIMIT posts a negative adjustment to offset any unintentional inventory increases.
Practical Value: Prevents stock discrepancies by ensuring repair orders don’t inflate inventory figures—particularly helpful if you use item tracking.
Read more: Whitepaper Page 5 | Version: 24.2.XXXXX | Publication Date: 19-02-2025

Sales Order Confirmation for Replacements

In TRIMIT 24.2.15, you can now send Sales Order Confirmation emails for orders affected by item replacements. A dedicated email template option ensures the confirmation highlights the specific changes made.
Practical Value: Improves customer communication by automating and customizing order confirmations, reducing manual follow-up and potential errors.
Read more: Whitepaper Page 7 | Version: 24.2.XXXXX | Publication Date: 19-02-2025

Handling Complaint Repairs Has Changed

In TRIMIT 24.2.13, the repair process for complaint items has been redesigned. When a complaint repair order is finished, TRIMIT automatically posts a negative adjustment alongside the production output, keeping the inventory level at zero.
Practical Value: Maintains accurate stock records by preventing unintended inventory increases, reducing the need for manual corrections.
Read more: Whitepaper Page 11 | Version: 24.2.XXXXX | Publication Date: 19-02-2025

External API Enhancements for VarDim Order

In TRIMIT 24.2.14, the External API now supports detailed VarDim Order information, including variable dimension types and specific document line references.
Practical Value: Allows smoother integration with external systems and more flexible order management, thanks to expanded API capabilities.
Read more: Whitepaper Page 10 | Version: 24.2.XXXXX | Publication Date: 19-02-2025

TRM Type and TRM No. Update

In TRIMIT 24.1.15150, TRIMIT transitions from using custom fields (trm Type and trm No.) to standard Business Central fields, aligning more closely with BC conventions.
Practical Value: Streamlines customizations, improves performance, and enhances compatibility with third-party applications.
Read more: Whitepaper Page 58 | Version: 24.2.XXXXX | Publication Date: 19-02-2025
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Redesign Integration Setups (External API)

Integration setups have been redesigned to provide a cleaner overview, simplifying the management of external system data. The redesigned interface includes a new FactBox that consolidates related information for quick reference.
Users can navigate more easily between setup pages and configure integration requests efficiently, reducing setup complexity. A newly added overview page now summarizes all relevant settings, minimizing the time spent searching for specific configuration details.
Practical Value: Enables quicker and more organized management of integration setups, especially useful for teams handling multiple external systems.

External API Data Extended

TRIMIT’s external API now supports additional filters and data outputs for Sales Prices. A new filter, "$Filter=calculatedPrice eq true," has been introduced, replacing older methods to enhance usability and performance. This improvement allows for more granular control over which sales prices are exported, aiding external system integration. Businesses can easily isolate calculated prices tailored to advanced reporting needs.
Practical Value: Enables quicker and more organized management of integration setups, especially useful for teams handling multiple external systems.
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Related White Papers:

Statistics on Sustainability

New sustainability statistics have been added to the Extended Sales Statistics feature. Users can now track sustainability metrics for items and masters using TRIMIT’s integrated setups, supporting ESG initiatives.

The feature includes fields like "Sustainability Grp 1" and "Sustainability VarDim 1-4," which allow detailed reporting on certifications and dimensions connected to sustainability data. Reporting can now group data by specific sustainability certifications, simplifying compliance demonstration.
Practical Value: Provides actionable insights into sustainability performance, helping businesses align with ESG goals and regulatory requirements.
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Options Based on Caption Class Setup or Dimensions

This update ensures captions for Item Statistic Groups and Global Dimensions reflect their setups, improving clarity and user navigation in key areas. Captions for Category Lines and Tag Management dynamically adjust based on dimension settings, reducing confusion and enhancing customization options. This ensures that field labels align with specific business terminology, making the interface more intuitive.
Practical Value: Improves usability by tailoring captions to business-specific terminology, ensuring smoother navigation.

Drag & Drop in Posted Purchase Invoices/Credit Memos

A new drag-and-drop feature has been introduced for posted purchase invoices and credit memos, allowing users to attach documents directly in the system for streamlined workflows. The drag-and-drop functionality can be activated through the FactBox, improving document management and reducing manual steps. Supplier invoices, for example, can now be added directly to the system, ensuring all related documents are stored in one place.
Practical Value: Simplifies document management by integrating attachment handling into daily workflows.

New Fields in Order Type to Create TRIMIT Workflow

Sales and purchase workflows are now automatically created based on selected order types. By selecting a TRIMIT Workflow Template, deadlines are automatically calculated, ensuring consistency and accuracy in task management. Predefined workflows ensure all team members follow the same process, minimizing delays and maintaining efficiency.
Practical Value: Reduces manual errors and ensures standardized task completion through automated workflow generation.
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Latest TRIMITupdates

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trimit-update

june-updates-2025

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may-updates-2025

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april-updates

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