Documents v19

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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190.0.14

Issues Resolved
Issues Resolved
  • Resolved an issue where an error would be displayed when closing the rapid invoice entry screen after adding a document but not saving the invoice

Date applied: July 15, 2021

190.0.13

Issues Resolved
Issues Resolved
  • Downgraded the fix from version 192 for outlook drag and drop issue caused by an office update

Date applied: April 30, 2021

190.0.12

Issues Resolved
Issues Resolved
  • Resoved 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: April 30, 2021

190.0.11

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: April 30, 2021

190.0.10

Issues Resolved
Issues Resolved
  • Ported back SQL query fixes from v19.1
  • Added additional handling when requesting features from Sage System Admin for Access Denied Messages.
  • DMS will now check the Sage Disable Notification setting before displaying toast messages

Date applied: April 30, 2021

190.0.8

Issues Resolved
Issues Resolved
  • Changed the Job Costing Documents List to Search on Job ID, Not job Number ( this will increase performance as it will use a new index on the SiJcTrn Job Costing table)

Date applied: July 11, 2019

190.0.9

Issues Resolved Hot Fix Enhancements
Issues Resolved
  • Upgraded DevExpress components to 18.1 to fix PDF text rendering for PDFs with certain font types
  • Fixed an issue when deleting duplicate required document records where the wrong one could be updated or removed from the collection
Hot Fix Enhancements
  • Scripted the Correct Sales Invoice Form
  • Scripted the Correct Sales Credit Note Form
  • Scripted the Correct Purchase Invoice Form
  • Scripted the Correct Purchase Credit Note Form
  • Scripted the Correct Purchase Payment Form
  • Scripted the Correct Purchase Receipt Form
  • Scripted the Correct Sales Payment Form
  • Scripted the Correct Sales Receipt Form

Date applied: June 25, 2019

190.0.7

Issues Resolved Hot Fix Enhancements
Issues Resolved
  • Added additional handling for invalid operation exceptions when checking the script stack
Hot Fix Enhancements

Added the ability to View documents from the Project Accounting Transaction Enquiry Screens (this was a feature from legacy DMS which was not originally ported to new DMS)

Date applied: June 10, 2019

190.2.0

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
  • Renamed Sicon Document Management to Sicon Documents
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 on wards only)
  • Added support for Viewing CSV files in the text viewer
  • All DMS Tip will now be shown in the new Sicon banners (discoverability panels) (Sage 2015 and above)
  • DMS Enable String expiry will now be shown in Sicon banners (Sage 2015 and above)
  • Added new menu item to access user settings
  • Added Support for viewing Doc, Docx, htm, html, odt, xml and epub files for Sage 2015 and above
  • Added Support for viewing Xls, Xlxs, 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 integration with Sicon Hire Orders and Hire Order Lines
Issues Resolved
  • Added additional handling when enable strings are checked to show a warning if there is a blank enable string file
  • Scripted the PL Transaction enquiry screen to remove the Sage attachments button
  • Scripted the Purchase Invoice and Credit note forms to remove the Sage Save and Attach button
  • All Help links changed to DMS landing page in the help and user guide
  • 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
  • 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
  • Added additional handling when viewing PDF documents for when the PDF document could not be loaded
  • Added additional handling for scanning 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.
  • Fixed an issue on the BaseIndexEntryScript where it was instantiating the index document form more than once without disposing of previous instances
  • The Sage attachments icon will now be removed from PL Transaction enquiry when DMS is enabled
  • Added additional handling on the base no documents form to handle Sage timeout exceptions
  • Added some code to the end of the scan routine to bring the windows to the front if the scan was successful
  • Modules, Entities and Document Types for 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 just do it.
  • Added additional handling to the base index script to catch data reader exceptions for when sage is not connected properly
  • Removed the code that removes the attachments tab from purchase order entry as this one is not related to new Sage Scan and Attach functionality
Hot Fix Enhancements
  • Added an additional index to the SiconDMSDocumentAttribute table to speed up queries using AttributeValue and Deleted columns
  • 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
  • Added Indexes on the SiconDMSDocumentRoles table

Date applied: May 27, 2019

190.0.6

Issues Resolved Hot Fix Enhancements
Issues Resolved
  • Added additional handling to the base index script to catch data reader exceptions for when sage is not connected properly
  • Removed the code that removes the attachments tab from purchase order entry as this one is not related to new Sage Scan and Attach functionality
Hot Fix Enhancements
  • Added the ability to view purchase invoices and credits relating to an order by clicking view documents on the order header

Date applied: May 23, 2019

190.0.5

Issues Resolved
Issues Resolved
  • 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 (Sage 2011 issue)
  • 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 additional indexes on other tables where they were missing
  • Added additional handling on the base no documents form to handle Sage timeout exceptions
  • Added some code to the end of the scan routine to bring the windows to the front if the scan was successful
  • Added Indexes on the SiconDMSDocumentRoles table

Date applied: May 9, 2019

190.0.4

Issues Resolved
Issues Resolved
  • 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
  • Added additional handling when viewing PDF documents for when the PDF document could not be loaded
  • Added additional handling for scanning with Wia

Date applied: May 7, 2019

190.0.3

Issues Resolved Hot Fix Enhancements
Issues Resolved
  • Added an additional index to the SiconDMSDocumentAttribute table to speed up queries using AttributeValue and Deleted columns
  • Changed the delete migrated documents routine to show a warning if the user does not have the view all documents permissions
Hot Fix Enhancements
  • Added Entity and Document Type for Construction Purchase Orders
  • Added Integration with Construction Purchase Orders (Sage 2015 onward only)
  • Added support for Viewing CSV files in the text viewer

Date applied: May 3, 2019

190.0.2

Issues Resolved
Issues Resolved
  • 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

Date applied: April 16, 2019

190.0.1

Issues Resolved
Issues Resolved
  • Scripted the PL Transaction enquiry screen to remove the Sage attachments button ( to avoid confusion with DMS and new Sage attachment functionality in Winter 2018 update )
  • Scripted the Order Return forms to remove the Sage attachments tab ( to avoid confusion with DMS and new Sage attachment functionality in Winter 2018 update )
  • Scripted the Purchase Invoice and Credit Note forms to remove the Sage Save and Attach button ( to avoid confusion with DMS and new Sage attachment functionality in Winter 2018 update )

 

Date applied: March 14, 2019

190.0.0

Issues Resolved New Features Hot Fix Enhancements
New Features
  • Added a tool to split a multi page pdf to single page pdfs
  • Added a tools button to the index document form to access tools
  • Added a DMS Web Api Module for use in an external search app
  • Scripted the Construction Post Supplier Valuations and Post Customer Valuations screens
  • Associated the Construction Valuation Document Type with the PL and SL Invoice and Credit Note Entities
  • When Customer / Supplier applications are posted the document will be copied across to the associated invoice or credit
  • DMS will now call common components to add the disputed invoices tab to PL transaction enquiry
  • DMS will now call Common Components to add additional filters to the Disputes Invoice and Credits form
  • Scripted the record purchase invoice and record purchase credit screens to be able to add a document during entering a dispute comment
  • Scripted the Disputed invoice and credits screens to add and view document types
  • Scripted the Purchase Ledger Transaction Enquiry screen to allow adding and viewing documents to disputed invoices and credits
  • Scripted the Disputed Invoices and Credits screen to re-index the document added to the disputed invoice against the posted invoice
  • Added the ability to add documents on the PL Transactions with no documents screen
  • Added the ability to add documents on the POP Transactions with no documents screen
  • Added the ability to add documents on the POP Receipts with no documents screen
  • Changed the default sort order of the Nominal Transaction Enquiry list to be by date descending rather than ascending
  • Changed the way drag and drop works from outlook. It no longer uses any references to outlook itself and instead works over the IDataObject Interface
  • Replaced the PDF4Net PDF Viewer with the DevExpress PDF Viewer for Sage 200 2015 and above
  • Added a new setting to determine whether Document count columns appear in nominal enquiry
  • Added support for Wia Driver scanning
Issues Resolved
  • Fixed an issue with the view documents button context menu where an error could be displayed if multiple view documents buttons were present on a form
  • Fixed a spelling issue with the word their on the settings page
  • DMS Web users will now count towards the total view users
  • Fixed an issue with the base trader opening balance form where an object reference not set error would occur when adding a document before the invoice was saved
  • Resolved an issue with the add documents button where showing a context menu on a form with multiple add documents buttons could show an error if the button was not visible
  • Resolved an issue with the Amend job Script where an error would be displayed when saving the document
  • Fixed an issue in the database upgrade routing where Construction Valuations were not being associated with Sales Credits
  • Fixed an issue in the FileAccessFactory where filenames would be indexed without an extension if the filename contained a ‘#’
  • Fixed an issue when dragging and dropping email attachments from outlook where an error would be displayed if the email subject or attachment contained a ‘#’
  • Fixed an isuse in the Job Costing Transaction documents view where POPINV type transactions were not being included.
  • Fixed all instances of incorrect spelling in Document Type and Template Names: Correspondance -> Correspondence
  • Fixed an error that would occur on the transactions with no documents screen if the screen was left open in the background when a document had been added elsewhere in Sage
  • Fixed an issue in the base trading settlement form where an index out of range exception could occur when checking whether the current invoice / credit has nominals
  • Fixed an error that could occur when committing sales or purchase batch transactions after a document by a user that does not have reindex document permissions
  • Added additional error handling to the document count progress bar to handle the datasource being disposed
  • Resolved an issue on the Rapid Purchase Invoice Screen where an error would occur after the first document had been added and then a subsequent document was added
  • Added handing for Raster Exceptions when loading the scan sources
  • Fixed an issue with Custom Add / View document buttons where they would be enabled / disabled based on other add / view document buttons on the forms
  • Fixed an issue with querying capabilities for Twain where it fail if any capability could not be accessed
  • Fixed an issue with Twain Scanning where it would fail if the resolution could not be set
Hot Fix Enhancements
  • Improved the number of SQL lookups when opening a sage screen that supports indexing
  • Improved the number of SQL queries after a document has been indexed and a new document is reloaded

Date applied: March 1, 2019