Documents

X table Document Counts are no longer ‘computed columns’, they will store the document count when a document is added or removed from a transaction. The document count will consist of only documents attached directly to the transaction and not include documents from other transactions. For example, The document count in purchase ledger transaction enquiry will show the number of documents attached directly to the invoice, and not documents attached to any related orders. The ‘View Documents’ button will show the count of associated documents when a transaction is selected. This change was required for Sage systems where there were up to 10 years of active transactions were being displayed.

When identifying accounts base on vat number, any vat numbers on the current document wont be validated against the current companies vat number as a potential match
Resolved an issue on the Extract Field Configuration screen where new rows were being added to the grid but not associated with the current input field
Changed the average pages per document calculation to account for 2 operations per document. The average pages per document is now calculated for one specific operation on a document rather than all of them (which was artificially inflating the average pages per document)
Resolved an issue with supplier identification for UK vat numbers (suppliers would not be identified if the Vat No contained a space)

Added Additional indexes to document automation portal tables
When configuring a new extract field, two output fields will be created by default when configuring an input field
Added a badge to the view documents button to indicate the document count for transactions in SL transaction enquiry
Added a badge to the view documents button to indicate the document count for transactions in PL transaction enquiry
Added a badge to the view documents button to indicate the document count for transactions in CB transaction enquiry
Added a badge to the view documents button to indicate the document count for transactions in NL transaction enquiry
Added a hyperlink on account manager name on the business partner page in the Document Automation Portal

Date applied: February 14, 2024