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.

Recent releases

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  The “Is Closed” filter has been replaced by the Closed option within the Lifecycle dropdown.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