ServiceDesk

  • Change: Documents: Behaviour when deleting external documents

    When deleting external documents, they are no longer completely removed from the system. Instead, their status changes to deleted, and the respective document number cannot be used again. VersionAvailable frombeta18 September 2026stable23 September 2026

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  • Fix: DocumentBuilder: preview PDF generation of Factur-X documents

    Fixed: PDF generation/preview for Factur-X documents (Basic, Comfort, Extended) failed when Shipping costs as document charge (not as line item) was enabled and the order had no shipping item or free shipping.VersionAvailable frombeta15th September 2026stable16th September 2026

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  • New: DocumentBuilder: Read-only editor

    You now have the option in the DocumentBuilder to open your active templates in the editor. When active templates are opened, the editor is in read-only mode. VersionAvailable frombeta10 September 2026stable16 September 2026

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  • Fix: DocumentBuilder: RAM format for electronic invoices

    If a company GLN (Global Location Number) was added in the XML settings of a document template in DocumentBuilder, it was previously only added as the ram:ID field for the seller. This has now been fixed and also applies to the ram:GlobalID field. VersionAvailable frombeta27 August 2026stable2 September 2026

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  • Fix: DocumentBuilder: Saving of template sometimes not possible

    When reopening the editor for a previously saved template in DocumentBuilder, some widgets occasionally stopped responding correctly. This issue has been resolved. VersionAvailable frombeta26 August 2026stable2 September 2026

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  • Fix: DocumentBuilder Version 1.6: Issue with fonts

    When generating PDFs and in the preview, the fonts Times New Roman and Courier from the output settings were not applied correctly and were instead replaced by a default font. These fonts are now correctly embedded in generated PDF documents and in the preview. VersionAvailable frombeta17 August 2026stable19 August 2026 

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  • Fix: DocumentBuilder: "External supplier ID" field missing in certain formats

    The optional XML field External supplier ID in DocumentBuilder was not included in the XML code for the formats X-Rechnung, Factur-X-Comfort and Factur-X-Extended.This issue has been resolved. VersionAvailable frombeta13 August 2026stable19 August 2026

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  • Fix: Catalogue export: Document type filter not working

    For the catalogue export type Order Document (one row per document), the Document type filter was not working. This issue has been resolved. VersionAvailable frombeta12 August 2026stable19 August 2026

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  • Fix: DocumentBuilder: Numbered lists now displayed as bulleted lists

    Bulleted lists in the DocumentBuilder were displayed as numbered lists.This issue has been resolved. VersionAvailable frombeta12 August 2026stable12 August 2026

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  • Fix: Document portlet: Error updating the documents list in order detail view

    When reopening the detail view of an order after closing it, the documents portlet could fail to display the list of available documents.This error has been fixed. VersionAvailable frombeta12 August 2026stable12 August 2026

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  • Fix: DocumentBuilder: maximal template amount was calculated falsely

    Since the introduction of the packing list to the DocumentBuilder the limit of the document types reorder and redistribution were calculated falsely. This lead to customers with Lite+ plan not being able to create templates for reorder documents after creating a packing list template. This issue has been fixed. VersionAvailable frombeta6th August 2026stable6th August 2026

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  • Fix: Order UI: Error Updating document list and document status

    In the Order UI, clicking the Reload button in the Documents portlet did not refresh the document list.Additionally, the status of newly created documents was not automatically updated, requiring a full page refresh to display the current status.These issues have been resolved. VersionAvailable frombeta30 July 2026stable5 August 2026

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  • Fix: DocumentBuilder: Missing filter operators added

    For both variables Is net and Is system currency, the filter operator Does not exist was missing. This has now been added. VersionAvailable frombeta30 July 2026stable5 August 2026

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  • Fix: DocumentBuilder: Clients without locations are no longer listed

    Clients without locations were listed in the basic settings for number ranges and were always selected, which caused confusion for some customers. Clients are now only listed and taken into account if at least one location has been defined. VersionAvailable frombeta8 July 2026stable15 July 2026

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  • New: DocumentBuilder: Function to copy templates

    A new function to copy templates has been introduced in DocumentBuilder.Until now, the document type was automatically adopted, meaning that templates for document types where the upper limit had already been reached could no longer be copied.It is now possible to select the document type during the copying process, so, for example, an invoice template can also be copied into a credit note template. VersionAvailable frombeta25 June 2026stable01 July 2026  

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  • Change: Required permissions to create a packing list

    Previously, to create a packing list using the group functions, the extended permission Documents » Settings (Read) was also required. This is no longer the case. VersionAvailable frombeta23 June 2026stable24 June 2026 

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  • Fix: DocumentBuilder: Error in document generation

    Used transparency groups in PDF documents could cause them to be invalid according to PDF/A-3 standards. This behaviour has been fixed in a new DocumentBuilder version (1.5). VersionAvailable frombeta23 June 2026stable24 June 2026

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  • New: Additional export types in the catalogues

    The following export types are now available in the catalogues:Order Document (one row per document)Order Document (one row per order item and document)Document VersionAvailable frombeta3 June 2026stable3 June 2026

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  • Fix: DocumentBuilder: Messenger variation contents were not displayed in packing list template

    Although the Messenger variations were available in the packing list template, the contents of the variations were not displayed. This has been resolved.VersionAvailable frombeta28th May 2026stable3rd June 2026

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  • Fix: DocumentBuilder: XML and PDF profile validation

    The selected profiles (ConformanceLevel) under PDF/A3, such as Factur-X-Comfort, were not correctly applied in the PDF documents, resulting in XML and PDF having different profiles. This occasionally led to documents that were not fully compliant. This issue has been fixed. VersionAvailable frombeta28 May 2026stable3 June 2026

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  • Fix: Order UI: External invoice could not be uploaded

    For orders where an invoice or credit note was created with a reversal document, the function to upload an external invoice/credit note was not available in the order UI.This error has been fixed. VersionAvailable frombeta21 May 2026stable27 May 2026

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  • Fix: Issue with adding number ranges

    It was not possible to create new number ranges. This behaviour has been fixed.VersionAvailable frombeta19 May 2026stable20 May 2026

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  • New: DocumentBuilder: New variables and restrictions introduced

    Two new variables have been introduced in the order group:Order tags: Displays all order tags separated by commas on the document.Order tags (split): Displays all order tags one below the other.Furthermore, order tags can now be used as a restriction in the restrictions of the text widget (new). VersionAvailable frombeta20 May 2026stable27 May 2026

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  • Fix: DocumentBuilder: Additional restrictions in invoices could not be added

    After restrictions for invoices were saved in the DocumentBuilder, no further restrictions could be added from the dropdown lists, or they could not be saved.This issue has been fixed. VersionAvailable frombeta15 May 2026stable20 May 2026

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  • Fix: DocumentBuilder: Warehouse location variables

    For systems with the new inventory logic, the warehouse location variables did not output any content when the order had already been booked out. This has been fixed. VersionAvailable frombeta6 May 2026stable13 May 2026

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  • Fix: DocumentBuilder: text overlaps with barcode

    Text below the barcode (if configured accordingly) of the barcode type General was bumped up, thus overlapping with the barcode. This behaviour has been fixed. VersionAvailable frombeta4th May 2026stable4th May 2026

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  • Fix: DocumentBuilder: "Warehouse" selection missing in group functions

    In the group functions Create document and Merge documents of the order overview, the selection of the warehouse has been missing for some time for the document type Delivery note. This has been fixed. VersionAvailable frombeta29 April 2026stable6 May 2026

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  • Fix: DocumentBuilder: PO Delivery Note as PDF/A3 or XML

    If ‘PDF/A3’ or ‘XML’ was selected as the file format in the output settings for a PO delivery note template, an internal error occurred and the document could not be generated. This has been fixed. VersionAvailable frombeta27 April 2026stable29 April 2026

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  • New: DocumentBuilder: More variables available for the custom document

    The variables "Offer valid until (date)" under Order » Order date  as well as the variables "Net stock"  and "Physical stock" under Order » Order item » Variation are now also available for custom documents. VersionAvailable frombeta22 April 2026stable29 April 2026

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  • Fix: DocumentBuilder: Missing variables submitted and incorrect ones removed

    The following variables are now available in the DocumentBuilder:Quantity (integer) (German: "Menge (ganze Zahl)") in the group "Stock intake position" (German: "Wareneingangsposition") for the goods receipt document. This outputs the quantity as an integer. Number of items (integer) (German: "Artikelanzahl (ganze Zahl)") in the group "Stock intake" (German: "Wareneingang") for the goods receipt document. This outputs the count as an integer. Customer wish (German: "Kundenwunsch") is now also available in the packing list templates. The variable Total item quantity (German: "Artikelgesamtmenge") has been removed from the templates for goods receipt documents because it refers to the total number of items in the order and not to the quantities of the goods receipts, which caused errors during generation. Instead, the variable Stock intake » Number of items (German: Wareneingang » Artikelanzahl) should be used.For the same reason, the following variables were also removed from goods receipt documents:Total net weight (g) (German: "Ge...

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