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200.0.25

Issues Resolved Hot Fix Enhancements Important
Important Info
  • Removed the option to set up a document automation account in trial mode, all accounts will now be created on the production server to avoid having to retrain and re-upload suppliers.
Issues Resolved
  • Changed the document automation method to get invoices in export stage to also get invoices specifically in Ready State.
  • Resolved an issue with the index document form where an error could be displayed when trying to wire up drag an drop events and the current thread is not an STA thread
  • Changed the document automation process to create one customer record but an application for each sage 200 company
  • Added additional validation when processing invoices to check the invoice has not been changed an updated by another user
  • Resolved spelling issue on settings page Acceptible > Acceptable
  • Resolved an issue when viewing document on the amend quotation form where a not supported exception would be thrown
  • hanged document automation to not checked for required documents when an invoice is saved (as a document will be added)
  • Resolved an issue with the export settings button on the settings screen
  • Resolved an issue on the settings form where a duplicate key error could be shown when updating users in some circumstances
  • Resolved an issue in document automation where a variance line would not be added to the invoice if job costing was installed but integration was not enabled
  • Removed the option to set up a document automation account in trial mode, all accounts will now be created on the production server to avoid having to retrain and re-upload suppliers.
  • The free test documents will now apply to the live portal
  • Removed the Advanced options button from document automation settings on the settings form and supplier account (these can still be accessed by holding left shift when opening the form)
  • Changed document automation to hide other invoice application types (only standard UK type is now shown)
  • Removed the text ‘DMS’ from the multiple document viewer form
  • Edited the job costing tip to Read Sicon Projects instead of Job Costing
  • Renamed the calculate DMS folder size button to Calculate Document Archive size
  • Added validation to document automation to validate the invoice no is not greater than 20 characters
  • Changed document automation to truncate the invoice no to 20 characters
Hot Fix Enhancements
  • Changed the document count worker to check for additional documents when showing the document count in the list, eg, goods received notes for orders etc.
  • Added CRM Modules with associated document types and entities
  • Added the ability to add documents to Companies, People, Tasks, Opportunities and Tenders
  • Added the common enable module form to the menu

Date applied: September 16, 2020