Trading File

Release: Trading File – 27.0.9637.49659

Description

This release delivers significant UI/UX improvements to the Bricklead Trading File application along with a compatibility fix for AAT (Advanced Attribute Technology) v24.0. Key enhancements include a dedicated Trading File Processor Role Center, a structured application menu, an Assisted Setup wizard for streamlined onboarding, Print & Email infrastructure aligned with standard Business Central patterns, a new API layer for external integrations, and default Trading File Category management. These improvements enhance the user experience for Food & Beverage and trading-intensive industries by simplifying navigation, configuration, and document management workflows.

User Stories

Title	Description	Setup Instructions	Impact on previous version
[23879] – Trading File Application Menu	A structured user menu has been created for the Trading File application, clearly separating setup and operational pages. The menu includes Trading File Setup, Trading File Status Setup, Trading File List, Trading File Lines List, and Trading File Log Entries sections.	New Profile `TDF.Profile.al` and Role Center page `TFMenuRoleCenter.Page.al` added. No manual setup required — menu is available after upgrade.	No breaking changes. New menu objects added.
[23881] – Navigation actions on Setup page	Two navigation actions (Trading File Categories and Trading File Attributes) have been added to the Trading File Setup page (briTDF_Setup 8087162). These actions are only visible when the Advanced Attributes app is installed.	Impacted object: `Setup.page.al` (Page 8087162). Visibility is automatic based on AAT app installation status.	No breaking changes. Conditional visibility ensures backward compatibility.
[23886] – Trading File Processor Role Center	A dedicated Role Center named “Trading File Processor” has been created, based on the standard Sales Order Processor Role Center but tailored for Trading File management. Includes Trading File cues, activities, “My Trading Files” insights, and a restructured menu without Shopify or irrelevant sales sections.	New objects: `TDFManager.Profile.al`, `TFMngrRoleCenter.Page.al`, `TradingFileActivities.Page.al`, `MyTradingFiles.Page.al`, `MyTradingFile.Table.al`, `ActivitiesCueExt.TableExt.al`. Assign the “Trading File Manager” profile to relevant users.	No breaking changes. New Role Center objects added.
[23958] – Print & Email Infrastructure	Standardized how Trading File documents are printed and sent by email. Includes: Report Selection for Trading File, Email Scenario extension, Print and Email actions grouped under “Print/Send” on the Trading File Card, and default report selection created on install.	New objects: `ReportMgt.Codeunit.al`, `RptSelctnUsgTradingFile.Enum.al`, `ReportSelectionUsage.EnumExt.al`, `TDFReportSelection.Page.al`, `EmailScenario.EnumExt.al`. Edited: `TradFileReport.Report.al`, `TradingFile.Page.al`, `Install.Codeunit.al`. Default Report Selection is auto-configured on install/upgrade.	The existing “Report” action has been renamed to “Print”. No data migration required.
[23971] – Comments copy from Sales/Purchase Documents	Fixed and improved the comment copy mechanism between Trading Files and Sales/Purchase documents. A dedicated TDF Comment Line table and pages have been introduced to manage comments at both header and line levels.	New objects: `TDFCommentLine.Table.al`, `TDFComments.Page.al`, `TDFLineComments.Page.al`. Edited: `TradingFileToSalesDoc.Codeunit.al`, `TradingFileToPurchDoc.Codeunit.al`, `PurchDoctoTradingFile.Codeunit.al`, `SalesDoctoTradingFile.Codeunit.al`, `CopyTradingFile.Codeunit.al`.	Comment copy logic updated to use new TDF Comment Line table. Low breaking risk — existing comment data may need verification after upgrade.
[23975] – Assisted Setup for Trading File	A guided Assisted Setup wizard (3 pages) has been added to initialize core Trading File parameters, create required master data (No. Series, Dimension), set up File Manager user groups, and create a default status workflow. The wizard is safe, idempotent, and repeatable.	New objects: `AssistedSetup.Codeunit.al`, `AssistedSetupWizard.Page.al`, `AssistedSetupBuffer.Table.al`. Edited: `Setup.table.al`, `Setup.page.al`. Access via Business Central Assisted Setup.	No breaking changes. New setup fields added to Trading File Setup table.
[23990] – Default Trading File Category	A default Trading File Category can now be defined globally in Trading File Setup and individually per user in User Setup (when Advanced Attributes app is installed). User-specific setup takes priority over global setup.	Setup via Trading File Setup Page or User Setup Page (field Default Trading File Category).	No breaking changes. New fields added; auto-populated on Trading File creation.
[24027] – API	New API v1.0 pages for Trading File headers and lines, exposing operational and financial KPIs (status, dates, margins, costs, revenues, quantities) for BI, middleware, and external applications.	New objects: `TrFileHeadAPIv10.Page.al`, `TrFileLinesAPIv10.Page.al`. Permission sets updated (Reader, Setup, User).	No breaking changes. New API endpoints added.

Bugs

Title	Description	Impact on previous version
[23888] – Compatibility Fix with AAT v24.0	Updated the AAT Integration Handler codeunit to align with breaking changes introduced in Advanced Attribute Technology (AAT) v24.0. Adjusted event subscriber signatures and internal logic for full compatibility.	Medium risk: Applications depending on AAT integration must upgrade to AAT v24.0 simultaneously. The `AATIntegrationHandler.Codeunit.al` has been modified with updated event subscriber signatures.

Events

Status	Type	Object Name	Event Name	Description
New	IntegrationEvent	briTDF_TradingFileHeader	OnBeforePrintTradingFile	Raised before printing a Trading File, allowing subscribers to modify or cancel the print operation.
New	IntegrationEvent	briTDF_TradingFileHeader	OnAfterPrintTradingFile	Raised after a Trading File has been printed, enabling post-print processing by subscribers.

Last updated on May 21, 2026