Documents

Allows users to scan and retrieve documents while they work in Sage 200, with no additional document management software or indexing steps required. The document indexing information is stored within the Sage 200 SQL database for fast searching. The documents are stored within the Sage 200 attachments path to ensure all documents are backed up within your Sage backup plan.

Release notes:

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192.0.8

Issues Resolved Hot Fix Enhancements
Issues Resolved
  • Resolved an issue in document automation where when recording an invoice against and order where the invoice quantity was greater than the receipt quantity and error would be displayed. Now the system will match the invoice quantity to the receipt quantity
  • Resolved an issue in document automation where invoices processed against jobs would not pick up the nominal account from the job or cost centre/deparment overrides.

Hot Fix Enhancements
  • Changed the Document Automation options work on supplier accounts, its now possible to override on and off for each setting by using Three State Check Boxes

Date applied: February 13, 2020

192.0.7

Issues Resolved
Issues Resolved
  • Resolved an error in the document index instrument that would occur if somehow the sage user is a member of the same role more than once
  • Resolved an issue in the process auto invoices form where an error could be displayed if job costing integration was not enabled

Date applied: February 13, 2020

192.0.6

Issues Resolved Hot Fix Enhancements
Issues Resolved
  • Removed Debug items from the document automation screen
  • Added additional validation to the document automation process screen to validate that the supplier accounts have a default nominal account configured otherwise they would post to the suspense account
  • Changed the process invoice screen to validate the PO number if there is one
  • Resolved an issue on the process invoices screen where if an order is received after the invoice is validated, validating the invoice again would not detect the new receipt quantities

Hot Fix Enhancements
  • Changed the Document Automation invoices screen to load the invoices automatically when the screen is opened.
  • Added the ability to clear an existing invalid order no from an invoice (via the drop down)
  • Added the ability to amend the selected orders and GRNs to link an invoice to multiple orders during the Manual Record PO Invoice Step in document automation
  • Added some additional logic to training mode for the system to guess what field is being added based on what is missing from the invoice.

Date applied: February 13, 2020

192.0.5

Hot Fix Enhancements
Hot Fix Enhancements
  • Added the ability to add and view documents to nominal transactions from an unknown source, these transactions will be treated as generic nominal transaction documents

Date applied: January 2, 2020