Issues Resolved New Features Pre-release

Pre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.

New Features
  • Added the ability to specify a header pdf to merge onto Document Distribution reports
  • Added the common enable module form to the menu
  • Added query code and query note columns to the process automation invoices screen, there are visible if the queried radio button is selected
  • Added an option to right click and view supplier on the process automated invoices screen
  • Enabled the right click export to excel function on the process automated invoices screen
  • Added sender email address column to the process invoices screen
  • Added the ability to find a purchase order by line on the process invoices screen
  • Added a setting to hide the import / export options

Issues Resolved
  • 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
  • Changed 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
  • 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
  • Changed document automation to check whether the invoice has changed by another user when putting it on query and also to save the record as its queried or un-queried
  • Changed the print SOP invoices routine to not open the preview window and write directly to outlook as there is a memory leak in the sage report preview window when opening multiple reports
  • Resolved an issue in document automation where a given key was not present in the dictionary message could be displayed when processing POP invoices
  • Changed document automation to check whether records have been changed when saving the invoices and to prompt to reload if so.

Date applied: August 20, 2020