Documents

Issues Resolved

• Resolved an issue with the block invoices with no GRN setting where if an order had some lines with no GRN it could not be processed.
  • if the invoice matches the order in full, all lines and GRNS will be selected when recording against the PO
  • if the invoice does not match the order in full, the record PO invoice screen will open without any lines or quantities selected
• Resolved an issue loading the AI invoice screen where an error could be displayed if not invoices
• Improved the performance of the document automation screen
• changed the document automation screen to allow cancelling the current process when closing
• Improved the memory usage when searching for invoices by email address
• Resolved an issue in document automation where the narrative would not copy from the PO line when in automatic processing mode.
• Resolved an issue in document automation where the second reference would not be set to the PO number when recording a manual invoice against a PO
• Added validation to the process invoices screen to validate supplier not marked as inactive
• changed the process invoices screen to hide on hold and inactive suppliers
• Changed the upload suppliers screen to skip inactive accounts
• Changed the cogidocs api to used TLS 1.2 by default but roll back to TLS 1.1 and 1.0
• Changed the run statements form to check the settings on the customer account and only generate specific statements
• Changed the auto invoice screen to only allow training in export stage
• Changed the auto invoice screen to only allow editing in export stage
• Resolved an issue with the GRN status column on process auto invoices where it would not show the correct status for invoices where some lines are fully received on an order and some are not received at all
• Fixed an issue on nominal transaction enquiry that resolves and object reference not set error when the add or view buttons are not visible
• Fixed an issue on the process AI invoice screen where it was not setting the max length allowed for some of the string fields
• Resolved an issue on the customer statements form where reports were not generated if a balance filter was entered
• Only customers with balances are now processed on the customer statements screen
• Disabled Training mode for invoices with no supplier
• Improved the memory usage of the print and email button when printing multiple invoices
• Resolved an issue in document distribution where an error would occur when deleting a document that had been added to a distribution report
• Shortened the text in the radio buttons on the process invoices screen
• Changed the process invoice screen to update the supplier on the invoice in case it was saved in export stage without a supplier
• Changed the unlink cogidocs account option to prompt separately as to whether to delete the suppliers or not from the cogidocs portal
• Resolved an issue in document automation where the record POP invoice credit screen was not setting the line values for selected additional charge lines unless manually refreshed
• Document will no longer throw an error if recipients cannot be resolved, instead it will pop open the outlook window if set to send automatically
• Changed document automation to split recipient email addresses when there are multiple email addresses in a contact
• Changed document distribution to print collection notes for only the selected items on the outstanding payments screen (if items selected)
• Changed document distribution to use the invoice number instead of the sales order number when printing invoices
• When invoices are recorded against document automation the nominal lines will now be taken from the PO and a variance line added where the value is different
• Resolved an issue in document automation where an error could be thrown if the GRN lines collection for an invoice was null instead of an empty collection
• Resolved an issue when checking there are received quantities for an order where it was not checking the line and confirmation intent types
• Fixed an issue when checking for user features targets where a null reference exception could be thrown
• changed the way distribution look up the SOP invoices to reprint when generating statements
• Invoice screens will now opened maximized when opened from document automation
• Changed the invoice processing screen to default the invoice quantities for the orders if the invoice value matches the PO value completely
• added validation to the record pop invoice form to ensure quantities have been entered when opened from document automation
• Resolved an issue merging email templates where the supplier account name and reference were not being merged for remittances
• Resolved an issue on the re-print invoice / credit notes screen where the merge was using the first order number for every email.
• Resolved an issue on the stock item maintenance form where an error could be thrown if the user did not have view rights
• Resolved an error that could occur when moving the mouse over the PDF document viewer without a valid PDF loaded
• Added handling on the PDF viewer during painting to check the page number of an OCR field is not greater than the number of pages in the PDF
• Removed the print preview button from the email template editor
• resolved an issue with the process invoices screen not remembering the sort column correctly