Issues Resolved New Features Pre-release Hot Fix Enhancements Important

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

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

New Features
  • 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

Issues Resolved
  • 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

Hot Fix Enhancements
  • 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