Documents

Issues Resolved

• Resolved an issue in the invoice module where the script for the amend credit note screen was not being fired
• When loading a training template, only digits and decimal points will be read for amount fields (currency symbols excluded)
• Resolved an issue when sending supplier accounts to cogidocs where the error would not be shown if encountered
• Resolved an issue on the process invoices screen where if an error would occur, subsequent invoices would not be processed
• Resolved an issue in document automation where it was trying to use a job costing assembly that may not be installed.
• Changed the export invoices routine in document automation to save the invoices before trying to export
• 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
• 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. he 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 unqueried
• 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.
• Changed the document automation screen to only download invoices in export stage
• Changed the document automation screen to only download invoices that have not previously been saved to the database.
• Resolved an issue in document automation where form locks would be left in the database after submitting an invoice to WAP.
• Resolved an issue in document automation where importing exported invoices could result in an object reference not set error if the media had not been downloaded already.
• Changed the run all statements form to run the standard sage report outside of the background thread so the report an be previewed if configured that way.
• Minor error handling enhancements to customer statements
• 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.
• Resolved an issue loading the AI invoice screen where an error could be displayed if no invoices
• Improved the performance of the document automation screen
• 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
• 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
• 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 incase it was saved in export stage without a supplier
• Changed the un-link 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
• 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 invoice processing screen to default the invoice quantities for the orders if the invoice value matches the PO value completely
• 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
• moved options to add and view documents from despatch notes to sales orders
• Invoices with GRN issues will now be excluded from the invoices needing attention list in document automation
• Auto invoices will no longer load if the module is not enabled
• Addded additional null reference handing to the Transaction Enquiry forms
• Removed auto loading of AI invoices if filters are visible on form load
• Changed the way the system checks for documents on the POP Invoice credit history form for a purchase order line. This resolves and issue where invoices could be viewed on an order but not the line
• Resolved and issue with dragging and dropping attachments from outlook caused by office update 908 build 11929.29752 to version 2004 build 12730.20250
• Resolved an issue when opening the invoice credit entry form from document automation where the job details were not set if job costing ran before document automation