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221.0.68

Issues Resolved New Features Change in Functionality Important
Important Info
  • Renamed Line Total Value to Line Gross Value for Invoices/Credits/Purchase Orders ( May require model training if used )
New Features
  • Changed the processing screen to allow manual processing of POP invoices if no PO number was found ( Will no longer show the popup – No Order has been matched on the header or any of the lines )
  • Added a new context menu to for processing of a PL Invoice as POP and allow selecting orders.

  •  Added the ability to specify additional recipient email addresses to check when reading emails from exchange, this is so systems that are forwarding on emails to exchange can have a separate address to use as the inbox, and a different address to identify the document type. Multiple recipient addresses can be entered by separating them with a semicolon ‘;’

  • Added a tab to the stock item supplier tab to maintain supplier specific units of measure of a stock item

  • Added context menu items to amend/view a stock item from document automation

  • Added new forms to maintain supplier units
  • Added the unit of measure description into the invoice and receipt quantity description

  • Added a transaction analysis lookup to the lines in edit mode

Issues Resolved
  • Resolved an issue in document automation POP invoice processing that could break the link between project and nominal transactions that resulted in the nominal analysis being amendable independent of the project
  • Added in detection of Auto Reply messages so document automation does not auto reply to auto reply messages
  • Resolved an issue with PO matching where when the setting for numeric PO numbers was enabled and the resulting PO would be an empty string a random order would be found
  • Fixed two spelling mistakes in the interactive tutorial
  • Resolved an issue were the URN attribute was not being set on documents processed through document automation
  • Resolved an issue where processed documents are not deleted from the automation folder when they are indexed
  • Resolved an issue where outstanding invoices and credits attached to statements in document distribution would not have the .pdf file extension

  • Changed the transaction enquiry scripts to read uncommitted when looking up document counts (related to SQL record locks)
  • Resolved an issue on transaction enquiry where the document count would refresh for the focused item when a document is added anywhere in the system
  • Changed isolation level on the Sicon Projects Transaction Enquiry documents grid to re-uncommitted and also made it not try to load transactions if there is no project Id
  • Changed the documents list tab on project enquiry to only load data when the tab is selected
  • Resolved an issue on the distribution documents setup tab in settings where the value of the previously selected outlook options would be copied to the next selected row
  • Resolved a typo in GRN validation with UOM
  • Resolved an issue where deleted sub suppliers were still being read from the supplier identification view
  • Resolved an issue where the Receipt Status could be left as N/A for valid invoices
  • Resolved an issue with date formats in the document automation portal
  • Resolved an issue where the selected options in the Document Automation portal would be lost when navigating pages
  • Resolved an issue when validating API keys where the last bundle would perform a ‘read’ but not be able to perform the ‘recognize’ due to being at the bundle limit
  • Resolved a spelling issue in the interactive tutorial FieldS > fields
  • Added handling for server busy exceptions when processing unread mail
  • Changed the exchange download instrument to not wait after handling errors and instead log immediately.
  • Added in auto retry in the exchange service for when a mailbox is being moved
  • Removed loading of jobs list in add bespoke controls on project enquiry
Change in Functionality
  • Added Project Code and Item Code into Project/Nominal Analysis Narrative for POP Invoices
  • Changed the button on the user settings page to reset the warnings dismissed as well as Tips
  • Added a local setting to track whether the warning for user not configured has been dismissed or not, once dismissed it won’t appear again
  • Added a right click option to validate all documents in the processing screen
  • Added the ability to drill into response errors when checking the Document Automation Api key
  • Added Tax Code Validation to Item Lines

Date applied: May 22, 2024