Documents v19.1

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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191.0.16

Issues Resolved Hot Fix Enhancements
Issues Resolved
  • Resolved an issue when viewing document on the amend quotation form where a not supported exception would be thrown

Hot Fix Enhancements
  • Changed the document count worker to check for additional documents when showing the document count in the list, eg, goods received notes for orders etc.

Date applied: September 14, 2020

191.0.15

Important
Important Info
  • removed all references to the 3rd party email viewer
  • downgraded the new outlook email viewer from v200.0 to replace the message viewer

Date applied: July 15, 2020

191.0.14

Issues Resolved
Issues Resolved
  • Fixed an issue on nominal transaction inquiry that resolves and object reference not set error when the add or view buttons are not visible

Date applied: July 8, 2020

191.0.12

Issues Resolved
Issues Resolved
  • Resolved and issue with dragging and dropping attachments from outlook caused by office update 908 build 11929.29752 to version 2004 build 12730.20250

Date applied: May 20, 2020

191.0.11

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

Date applied: May 20, 2020

191.0.10

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: May 20, 2020

191.0.9

Issues Resolved
Issues Resolved
  • Resolved an issue with the view purchase order line screen where clicking invoices, then deliveries, then invoices again was caused a Sage bug that created a stack overflow and crashed sage.

Date applied: May 20, 2020

191.0.2

Issues Resolved Hot Fix Enhancements
Issues Resolved
  • Fixed an issue on the process invoice screen where changing the PO number would not update the PO stored on the invoice
  • Added additional validation on the process invoice screens to check the status of the purchase order
  • Changed the process invoice screen to not validate lines if the order is complete or cancelled

Hot Fix Enhancements
  • Added an improved validation warning popup


Date applied: December 10, 2019

191.0.8

Issues Resolved
Issues Resolved
  • Resolved an issue with the view purchase order line screen where clicking invoices, then deliveries, then invoices again was caused a Sage bug that created a stack overflow and crashed sage.

Date applied: October 30, 2019

191.0.7

Issues Resolved
Issues Resolved

Resolved an issue in the UpdateDB SQL script where sometimes the upgrade routine would not run depending on specific database versions being upgraded from.


Date applied: October 25, 2019

191.0.6

Issues Resolved
Issues Resolved
  • Resolved an issue in the email document viewer where an error could be displayed when the viewer is unloaded ( being used by another process )

Date applied: August 19, 2019

191.0.5

Issues Resolved Important
Important Info
  • Important: Requires Common Components 191.0.5 and up

Issues Resolved
  • DMS will now use the new Toast Notifications in Common Components, there is a problem with the Sage Notifications where modal forms can disappear behind other windows and cant be accessible.
  • Updated MsgReader assembly to 3.7.3.0 (fixes error Cannot commit data in Read-Only update mode)
  • Removed Renci.net SSL connection library

Date applied: August 19, 2019

191.0.4

Issues Resolved
Issues Resolved

Added RtfPipe.dll that was a missing nuget dependancy (2016 and 200c)


Date applied: August 14, 2019

191.0.3

Issues Resolved
Issues Resolved
  • Fixed an issue in the PL Transactions with No Document Screen where an invalid Cast Exception would be thrown when filtering by Transaction Type
  • Fixed an issue in the POP Transactions with No Document Screen where an invalid Cast Exception would be thrown when filtering by Transaction Type
  • Fixed an issue in the POP Receipts with No Document Screen where an invalid Cast Exception would be thrown when filtering by Transaction Type
  • Changed the base Coordinator class to fire a validation error event rather than throwing an exception so nicer warnings can be displayed (Transactions with no document screens will now show nicer validation messages)
  • Resolved an issue on the Document viewer form where documents could not be deleted if opened from the multiple documents screen
  • Reorganised the controls on the POP Receipts with no document screen and added a minimum size

Date applied: August 8, 2019

191.0.2

Issues Resolved
Issues Resolved
  • Added some additional handling when showing the progress bar on the document search screen for out of bounds values
  • Resolved an issue in the BaseDocumentsearchCoordinator that could cause documents from other roles to be included in the search when the user does not have access to them

Date applied: July 27, 2019

191.0.1

Issues Resolved
Issues Resolved
  • Added additional handling when requesting features from Sage System Admin for Access Denied Messages.
  • Changed all instances where the foreign ID attribute and any Integer attributes from Int32 to Int64
  • Updated the Attribute tables to store data as big integers instead of standard integers
  • DMS will now check the Sage Disable Notification setting before displaying toast messages
  • Renamed the Upgrade database script to UpdateDB.SQL so it can be used for multiple versions

Date applied: July 23, 2019

191.0.0

Issues Resolved New Features Important
Important Info
  • Renamed ‘Sicon Document Management’ to ‘Sicon Documents’
  • Changed the multi company search to work without requiring a separate WCF service to be installed. (Sage 200 2015 and above), multi company search is not available below Sage 200 2015.
  • Removed all DevExpress assemblies from the Sicon Dcocuments addon packages and created a dependency on new addon packages for DevExpress 18.1 (due to size limitation of packages) This will require the two new DevExpress 18.1 packages installed in order for the software to function

New Features
  •  Added the ability to perform a search for all document types on global attributes on the Document Search Screen

    • Changed all Non-Global System Attributes to not be read only so they can be changed on re-indexing
    • Added client side filters to the multiple document viewer screen

  • Added the ability to sort data on the multiple documents screen
  • Added the ability to export the underlying data of the metrics tab to Excel
  • Added Integration with Construction Purchase Orders (Sage 2015 and above)

  • Added support for Viewing CSV files in the text viewer
  • All DMS Tips will now be shown in an unobtrusive banner (Sage 2015 and above)

  • DMS Enable String expiry messages will now be shown in an unobtrusive banner (Sage 2015 and above)

  • Added new menu item to access user settings to users can clear local caches and reset tips without the need to have full settings access
  • Added Support for viewing DOC, DOCX, HTM, HTML, ODT, XML and EPUB files for Sage 2015 and above

  • Added Support for viewing XLS, XLSX, XLSM, XLTX, XLTM, XLT and CSV files for Sage 2015 and above
  • Added support for Querying Wia Source Capabilities
  • Added the ability to preview email messages and attachments (Sage 2016 and above)

  • Added the ability to view purchase invoices and credits relating to an order by clicking view documents on the order header

  • Added DMS integration to Sicon Hire Orders and Hire Order Lines
  • Added a new setting to determine whether to hide the new Sage Scan and Attach functionality
  • Added the ability to View documents from the Project Accounting Transaction Enquiry Screens

  • Added Job Number attribute to Purchase Invoices, Purchase Credits, Sales Invoices and Sales Credits. Unique job numbers will be stored against the indexed document. This can be searched for using the DMS Search screen using ‘Like’ filters where multiple jobs are on a single Invoice / Credit
  • Scripted the POP Invoice Credit History form to view documents against the invoices on POP Lines

  • Changed the multi company search to work without requiring a separate WCF service to be installed. (Sage 200 2015 and above), multi company search is not available below Sage 200 2015.

 


Issues Resolved
  • Scripted the Purchase Invoice and Credit note forms to remove the Sage Save and Attach button
  • All Help links changed to DMS landing page
  • Added additional handing for Sage security Exceptions when viewing documents
  • Added handling for not enough space on the disk errors
  • Fixed an issue on nominal ledger transaction enquiry where an error would appear when trying to add a document to a payment or receipt with a source of Cash Book
  • Changed the delete migrated documents routine to show a warning if the user does not have the view all documents permissions
  • Added an additional index to the SiconDMSDocumentAttribute table to speed up queries using AttributeValue and Deleted columns
  • Fixed an issue on nominal transaction enquiry for Sage 2011 where an object reference not set error could occur after selecting a nominal account
  • Fixed an issue on nominal transaction enquiry for Sage 2011 where an index out of range error could occur after selecting a nominal account
  • Removed the code that sorts the nominal transaction enquiry in descending date order as it affects export to excel causing it to export the rows twice into the same spreadsheet
  • Added additional handling when viewing PDF documents for when the PDF document could not be loaded
  • Added additional handling for scanning issues with Wia
  • Fixed an issue in Sage 2011 on the record purchase invoice screen where an error would be displayed for every invoice entered after the first. This is due to the end save event not working in Sage 2011
  • Fixed an issue on the BaseIndexEntryScript where it was instantiating the index document form more than once without disposing of previous instances which could lead to performance degradation
  • The Sage Scant and Attach attachments icon will now be removed from PL Transaction enquiry when DMS is enabled
  • Created an index on the PLPostedSupplierTrans table to search for transactions with no document
  • Created an index on the SiconDMSDocument table to filter out SiconDMSDocumentTypeEntity deleted records
  • Created indexes across all DMS tables where required to increase performance
  • Added additional handling on the base no documents form to handle Sage timeout exceptions when searching for transactions with no document
  • Added some code to the end of the scan routine to bring the windows to the front if the scan was successful as some scanner drivers cause the scan screen to disappear behind the Sage main window
  • Modules, Entities and Document Types for Sage addons that are not installed will no longer appear
  • Removed the warning message box that appears just before an automatic database upgrade, now it will do upgrade automatically
  • Added additional handling to the base index script to catch data reader exceptions for when sage is not connected properly
  • Added additional handling for invalid operation exceptions when checking the script stack
  • Scripted the Correct Sales and Purchase transactions forms so attached documents are re-indexed against the new transaction when the correction causes a new transaction to be posted with a different URN
  • Removed the Sage Document Storage Button from the View Sales Order Details Form
  • Removed the Sage Document Storage Button from the View Purchase Order Details Form
  • Removed the Sage Document Storage Button from the SOP Despatch History Form
  • Fixed a stack overflow error that could occur on the SOP despatch history form due to a bug in the Sage ICloneable method for the datasource
  • Fixed an issue where tips banners could appear multiple times if not dismissed and the screen was re-opened
  • Fixed an issue when deleting duplicate required document records where the wrong one could be updated or removed from the collection
  • Renamed the DMS tab on Job Costing Job Enquiry to ‘Sicon Documents’
  • Fixed a grammatical error on the required documents tip description
  • Upgraded DevExpress to 18.1 to fix an issue with some fonts displaying in the PDF viewer

Date applied: June 28, 2019

191.1.2

Issues Resolved Important
Important Info
  • Removed all DevExpress assemblies from the Sicon Dcocuments addon packages and created a dependency on new addon packages for DevExpress 18.1 (due to size limitation of packages) This will require the two new DevExpress 18.1 packages installed in order for the software to function

Issues Resolved
  • Upgraded DevExpress to 18.1 to fix an issue with some fonts displaying in the PDF viewer

Date applied: June 25, 2019

191.1.2

Issues Resolved Important
Important Info

Removed all DevExpress assemblies from the Sicon Dcocuments addon packages and created a dependency on new addon packages for DevExpress 18.1 (due to size limitation of packages) This will require the two new DevExpress 18.1 packages installed in order for the software to function


Issues Resolved

Upgraded DevExpress to 18.1 to fix an issue with some fonts displaying in the PDF viewer


Date applied: June 25, 2019

191.1.1

Issues Resolved
Issues Resolved
  • Fixed an issue where tips banners could appear multiple times if not dismissed and the screen was re-opened
  • Fixed an issue when deleting duplicate required document records where the wrong one could be updated or removed from the collection
  • Renamed the DMS tab on Job Costing Job Enquiry to ‘Sicon Documents’
  • Fixed a grammatical error on the required documents tip description

Date applied: June 25, 2019

191.1.1

Issues Resolved
Issues Resolved
  • Fixed an issue where tips banners could appear multiple times if not dismissed and the screen was re-opened
  • Fixed an issue when deleting duplicate required document records where the wrong one could be updated or removed from the collection
  • Renamed the DMS tab on Job Costing Job Enquiry to ‘Sicon Documents’
  • Fixed a grammatical error on the required documents tip description

Date applied: June 24, 2019