Documents

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

Changed document automation to use the customer reference for the second ref for PO Invoices if specified (instead of the order no)

Added a document count column and add an view buttons to the view traceable item details form accessed via the POP Order Line delivery form
Added the ability to view SOP and POP Transactions against the nominal transaction in nominal transaction enquiry
Added settings to specify the email address and name that distribution documents are emailed from in Web Api

Document automation settings are now automatically saved when the main documents settings are saved (instead of having to click update options)
Resolved an issue where the courier integration message source was not being subscribed to
Resolved an issue with the documents metrics control where it had poor performance
Resolved an issue in the email viewer where it would display an error message if there was an attachment on an email that has no extension
Increased SQL script version numbers
Resolved an issue on the batch serial entry screen where an error would be displayed if auto numbering was turned on
Resolved an issue when adding projects to invoices through document automation where the nominal analysis was not read only so it was being removed when a new project line was added
Added Analysis Code 1-10 to the Sales Order Despatch Note Distribution mail template
Resolved an issue on the transaction enquiry form where an incorrect reference was being used when checking for documents against the pop order/return for pop invoice/credits
Added an extra check into the update DB script to check there were BIT data types to update before trying to update them

Improved the document automation settings tab in settings, options now broken down into tab pages
A warning is now shown in document automation settings when connected to the CogiDocs test portal

Date applied: December 2, 2021