Upcoming releases

Enhanced accept/propose experience (June 2026)

The Accept/Propose experience is becoming more transparent by displaying ERP updates and active proposal details directly within SourceDay.

The goal is simple: help buyers and suppliers better understand what changed and why a PO requires review.

Learn more  Buyer update

Deferred risks (June 2026)

Buyers can now defer supplier and item risks for up to 30 days.

This enhancement helps teams keep their risk views organized by temporarily removing risks that don't require immediate action. By deferring lower-priority risks, buyers can focus on the supplier and item risks that need attention now, making it easier to manage exceptions and prioritize work more effectively.

Benefits

• Reduce clutter in Supplier Risks and Item Risks views
• Focus on the most urgent and actionable risks
• Improve prioritization and day-to-day risk management
• Streamline workflows without losing visibility into deferred risksBuyers will be able to postpone supplier and item risks for 30 days.  

Supplier risks → Supplier risks

Item risks → Item Risks

New feature: Root cause for supplier changes (May 2026)

We’re introducing root cause, a new feature that provides visibility into why suppliers are making changes to purchase orders (POs).

With root cause, suppliers can select or enter a reason when proposing updates, helping buyers better understand and respond to changes.

What this enables

• Clearer communication
  Suppliers provide a defined reason for changes such as delays, quantity updates, or cancellations
• Better decision-making
  Buyers can quickly assess impact and determine next steps
• Improved data visibility
  Standardized reasons make it easier to track trends and analyze supplier performance

How it works

• Suppliers select a root cause when making changes to a PO
• If a reason is not listed, they can add a custom option
• Suppliers can optionally include additional context in a message

Admin guide to Root Cause → Root Cause Setup & Configuration (Admin Guide)

Buyer guide to Root Cause → Buyer & Planner Guide to Root Cause

Supplier guide to Root Cause → Supplier Guide to Root Cause

Recent releases

Improvements to ship date collaboration & adjusted due date (April 2026)

We’re introducing enhancements to how ship date collaboration and adjusted due date work in SourceDay to improve accuracy, reduce manual effort, and streamline how buyers and suppliers manage delivery timelines.

These updates are designed to make it easier to align on expected delivery dates when collaborating on ship dates—especially for suppliers where transit time impacts final delivery.

What’s included

• Improved handling of ship date–based collaboration workflows
• More consistent calculation and management of adjusted due dates
• Reduced need for manual date updates when reviewing supplier changes

These enhancements help ensure that expected delivery dates more accurately reflect supplier inputs and real-world transit timing.

Why this matters

• Better alignment between buyers and suppliers on delivery expectations
• Increased accuracy in due dates derived from ship dates
• Less manual intervention when reviewing and accepting supplier changes

Learn more → Ship date collaboration

Supplier email settings (June 2026)

The supplier reminder email settings are moving from the buyer’s account setting to the individual or default supplier settings. This allows companies to set a default cadences for all their reminders or set a per supplier cadence if needed. 

Learn more → Default supplier settings

Partial release from Ready to ship (April 2026)

Buyer teams responsible for finalizing shipments from Ready to ship can now create partial releases from one Ready to ship creation. This allows the suppliers to mark the entire order as Ready to Ship and the buyer to create ASNs that accurately reflect the quantity released.

This is enabled on the avo dashboard for the buyer company. Admins can then enable this for all or some of their suppliers.

Additional shipment updates (April 2026)

General UI improvements for creating shipments in SourceDay. These improvements enhance clarity and give users a better understanding of how the selected actions will impact POs & shipments. 

‼️ Note: No functionality changes with these improvements.

Before	Now
Mark shipped	Create ASN (Shipment dashboard & PO dashboard)
Header details	Shipment details
Add Attachment large section	Add Attachments button
Box Quantity	Number of boxes
Shipment lines	PO Lines details
Shipment lines	Handling units

 

Updated default dashboard columns (March 2026)

Users can now restore their PO Dashboard to updated default column settings with a single click.

The new defaults highlight the most important details for both buyers and suppliers. We’ve also made it easier to apply column changes to your default view with an improved button location.

Learn more: Add, remove and arrange columns on your PO Dashboard

Advanced filters for MRP Exceptions (March 2026)

The MRP Exceptions page now includes advanced filtering, allowing users to filter and manage exceptions using a similar experience to the PO Dashboard.

This makes it easier to quickly identify and focus on the exceptions that matter most.

Learn more: Using the MRP Exceptions Dashboard

Improved PO Search & Lifecycle Filtering (March 2026)

Searching for purchase orders (POs) is now more consistent and flexible, especially for POs that include a mix of open and closed lines.

What’s changed:

• Search now defaults to “All orders”
  Results include all matching POs, regardless of line status (open, closed, or mixed), ensuring consistent results across views.
• New Lifecycle filter
  Replaces the previous Open/Closed toggles with more flexible filtering options:
  • Open — All associated orders are still in progress (e.g., Pending, Late, Shipped)
  • Closed — All associated orders are complete (e.g., Completed, Filled, Fully Canceled)
  • All orders — Includes POs with a mix of open and closed orders
• Updated filtering behavior
  The “Is Closed” filter has been replaced by the Closed option within the Lifecycle dropdown.
• Smarter empty states
  When no results match your selected filter, a message provides a quick link to switch to All orders and refresh results.
• Navigation updates
  • Open is now at the top of the left navigation (previously “All Open”)
  • Completed has been renamed to Closed

📦 Custom shipping labels and packing slips (January 2026)

Customers can now customize shipping labels and packing slips to better match their business and receiving requirements.

You can choose which shipment information appears on documents, including:

• PO details

• Item information

• Quantities

To enable this feature, contact your Customer Success Manager (CSM).

International date format (December 2025)

SourceDay now supports international date formatting to better match regional preferences and reduce confusion when reviewing purchase order dates.

Learn more: Date Formatting in SourceDay

📍 PO Milestones (December 2025)

Track important progress points throughout the purchase order lifecycle with PO Milestones. This helps teams monitor key stages of an order and quickly understand where a PO stands.

Learn more: PO Milestones