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26.1

Cross Platform Tools

New high-risk approval item handling in MLA

What it is:
With this release, we've introduced high‑risk approval item handling including configurable workflow‑level risk flags, and read‑only high-risk indicators across key screens such as the
Request Header
,
Approval Item Grid
, and
All/Pending Requests
. Risk flags can be configured as per business need and risk level will be recalculated automatically for new and copied requests when approval items change, ensuring that only high-risk compatible workflows will be selected for any approval request with high-risk items in.
Benefit to you:
Automated, end-to-end enforcement and clear high-risk indicators ensure high‑risk/controlled requests always follow the right workflows, improving safety, compliance, and decision quality with minimal manual oversight.

Configurable approval areas with system settings for custom workflows and enhanced flexibility in MLA

What it is:
We have introduced configurable approval areas to enable additional approval areas for customers who may need more than one type of shipment approval request.
  • Configurable approval areas:
     We added three generic placeholders that can be mapped to real business processes (e.g., Delivery Order, Purchase Order, Sales Order, etc) via decode values.
  • Two new approval area for Gaihi Hantei:
    • Gaihi Hantei
       - Standard solution integrated in Global Classification page.
    • Future Gaihi Hantei
       - Solution to schedule future classification of approval items.
Benefit to you:
This update allows you to customize approval areas to align with specific business workflows, improving flexibility and adaptability. Also, performance remains optimized, ensuring smooth functionality across MLA and request operations.

Ability to cancel MLA pending requests

What it is:
We added full cancel-request capability for pending MLA requests in
Request Details
. Eligible users can cancel requests via a confirmation modal. We also introduced a read-only 'Cancelled by' field, enforced robust access rules, preserved history, and send cancellation notifications.
Benefit to you:
You gain precise control over pending MLA requests with secure cancellation, clear status updates, and preserved request history. Our improvements maintain workflow integrity and traceability while ensuring you receive timely cancellation notifications and can easily see who cancelled each request.

Improved Lookup filter functionality with enhanced usability and guidance

What it is:
The lookup default filter has been improved so that when you click
“Clear Filter”
, only the filter value is cleared while the operator remains unchanged. The interface now makes it easier to remove the default filter entirely, and clear guidance is provided within the grid to explain how filters work and how to remove them.
Benefit to you:
  • Simpler filtering:
     Quickly clear filter values without losing your chosen operator.
  • Better discoverability:
     Easily find how to remove default filters when needed.
  • Clear guidance:
     Understand the difference between clearing a filter value and removing the filter, reducing confusion and improving usability.

UDMA - Enhanced archiving with six-month retention option and automated monthly checks

What it is:
Our system now supports an optional six-month retention window for screening records, in addition to the existing 1-year and 2-year
retention periods. High-volume tables are archived more frequently, and the system performs monthly automated checks to identify records eligible for archiving. The archiving logic has been refined to calculate eligibility based on the current date, ensuring a more dynamic and accurate approach to managing data lifecycles.
Benefit to you:
  • Improved performance:
     Frequent archiving of high-volume tables enhances system speed and scalability.
  • Automated compliance:
     Monthly checks ensure timely data cleanup without manual intervention.
  • Accurate data management:
     Dynamic archiving logic improves precision in identifying records for retention and cleanup.

Enhanced BOM report archival & retrieval for optimal FTA performance in UDMA

What it is:
We are making
UDMA
 ready for
FTA
by refactoring
BOM reports
 to support efficient archival and retrieval of BOM records. This update ensures that all
FTA reports
 are optimized to work seamlessly with archived data, improving system performance and scalability.
Benefit to you:
  • FTA readiness:
     Enables UDMA to support BOM record archival for FTA compliance and future rollout.
  • Improved system performance:
     Archiving high-volume BOM records reduces database load and speeds up reporting.
  • Scalability:
     Efficient data lifecycle management ensures the system can handle growing data volumes without impacting user experience.

UDMA - Automated email notifications for archive access request status updates

What it is:
This update introduces automated email notifications for key actions related to archive access requests. Users and admins will now receive timely notifications when:
  • A restoration/extension request requires approval
  • A restoration/extension request is denied
  • A restoration/extension request is completed or fails
Benefit to you:
  • Faster Communication:
     Stay informed about request status without manual follow-ups.
  • Reduced Errors:
     Automated notifications minimize delays and missed updates.
  • Transparency:
     Ensures all relevant parties know the outcome of requests.

This article applies to:

  • Product: ONESOURCE Global Trade