Commissions and Rebates

Notes for release 27.2.9491.39711

Description

This release enhances the Commission & Rebates extension for Microsoft Dynamics 365 Business Central with improved control over document generation. The key feature prevents automatic insertion of standard recurring sales/purchase lines when creating payment documents tied to Commission and Rebate agreements. This ensures that commission and rebate payment documents remain clean and focused on their intended purpose without unrelated recurring line items being added automatically.

Additionally, this release includes significant code quality improvements with standardized AL syntax across 30 files and enhanced field security by restricting customization access to key identifier fields.

User Stories

Title Description Setup Instructions Impact on previous version
[20767] – Sales/Purchase recurring lines should not be populated when creating payment document Commission and Rebate managers can now prevent standard Recurring Sales Lines and Recurring Purchase Lines from being automatically inserted on sales invoices, credit memos, and purchase documents created by REB payment processing. This prevents clutter from unrelated recurring items (e.g., service fees, standard GLs) on commission/rebate payment documents. A new codeunit (isaREB_PaymentRecurringLineMgt - ID 8004419) has been introduced that subscribes to BC standard events to suppress these automatic line insertions when an Agreement No. is present on the document. No setup required. The feature is automatically active for all documents created through Commission & Rebates payment processing. Two new IntegrationEvents are available for extensibility if partners need to modify this behavior. No breaking changes. Existing documents are not affected. New payment documents will no longer include unwanted recurring lines. Partners subscribing to the new IntegrationEvents (OnAfterVendorSetFilterByAutomaticAndAlwaysAskCodes, OnAfterCustomerSetFilterByAutomaticAndAlwaysAskCodes) can reactivate or modify recurring line behavior if needed.

Bugs

No bug fixed in this release.

Events

Status Type Object Name Event Name Description
New IntegrationEvent isaREB_PaymentRecurringLineMgt OnAfterVendorSetFilterByAutomaticAndAlwaysAskCodes Provides extensibility to modify or reactivate filters on Commission and Rebate Purchase Payment documents after standard recurring line filters have been suppressed
New IntegrationEvent isaREB_PaymentRecurringLineMgt OnAfterCustomerSetFilterByAutomaticAndAlwaysAskCodes Provides extensibility to modify or reactivate filters on Commission and Rebate Sales Payment documents after standard recurring line filters have been suppressed
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