Documents v21.1

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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211.0.28

Issues Resolved
Issues Resolved

Changed the document automation setup process to update the application details in our sites database (resolves api error when signing up to new applications)


Date applied: July 12, 2022

211.0.29

Issues Resolved
Issues Resolved

Removed the option to generate statements to printer an email when emailing statements through document distribution (as statements are always emailed)


Date applied: July 12, 2022

211.0.27

Issues Resolved
Issues Resolved
  • Resolved an Issue with Document Automation Validation, when Validate Purchase Orders have GRN and Item Line Extraction are both enabled.
  • Resolved NullReferenceExceptions when a Document Sage User has not been configured.
  • Added Indexes to the document attribute and document roles table.

Date applied: July 1, 2022

211.0.26

Issues Resolved Hot Fix Enhancements
Issues Resolved
  • Added a check to see if the client has failed to connect to the Sicon Web API.
  • Resolved an issue with invoices not being validated when line extraction is enabled and no lines can be matched.
  • Resolved an issue with failing to Re-index Document against the posted purchase account entry within the Purchase Rapid Invoice Form.
  • Resolved an issue with Retention History Grids not loading when user level is set to None.
  • Resolved an issue with history retention form crashing when trying to load retentions

Hot Fix Enhancements
  • Added a setting option to turn on or off Line Validation if Invoice Matches Outstanding Value.

Date applied: June 24, 2022

211.0.25

Issues Resolved
Issues Resolved
  • Resolved an issue on the print credit notes form in the invoicing module where an object reference not set error would be displayed when emailing.
  • Fixed issue with validating discounted item value when using percentages in Process Invoices.
  • Changed document automation to trim whitespace from the line field extraction when the field is loaded.

Date applied: June 9, 2022

211.0.24

Issues Resolved
Issues Resolved
  • Resolved an issue in document automation where PO invoices could fail to post if there was a rounding difference in the Vat amount

Date applied: May 19, 2022

211.0.23

Issues Resolved
Issues Resolved
  • Resolved an issue on the customer statements form where it was always generating html email statements whether it was ticked or not
  • Added handling for an object reference not set error on the generate payments form

Date applied: May 19, 2022

211.0.22

Issues Resolved
Issues Resolved
  • Resolved an issue where the customer statement reports would not run through document distribution
  • Added additional validation to item line extraction to check the net sum of the lines matches the net sum of the invoice

Date applied: May 19, 2022

211.1.0.5

Issues Resolved Pre-release

Pre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.


Issues Resolved
  • Added a background setting to specify the Sicon Web Api URL in document automation
  • Resolved an issue when sending documents through document distribution where an error would be displayed if both send immediately and include signature was enabled

Date applied: May 6, 2022

211.1.0.4

New Features Pre-release

Pre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.


New Features
  • Added the ability to specify a Outlook from email address for emails from document distribution
  • Added the ability to attach documents to CRM cases

Date applied: May 6, 2022

211.1.0.3

Issues Resolved New Features Pre-release

Pre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.


New Features
  • Added Sales and Purchases Ledgers document import forms.

Issues Resolved
  • Created an index on the SOPIvnoiceCredit (SI_IX_SOPInvoiceCredit_SecondReference) table to improve the performance of the Sales Ledger Transaction Enquiry screen (resolves timeouts)
  • Added handling for cross thread calls on the transaction enquiry form

Date applied: May 6, 2022

211.0.21

Issues Resolved
Issues Resolved
  • Resolved an issue where the customer statement reports would not run through document distribution
  • Added additional validation to item line extraction to check the net sum of the lines matches the net sum of the invoice

Date applied: May 6, 2022

211.0.20

Issues Resolved
Issues Resolved
  • Added a background setting to specify the Sicon Web Api URL in document automation
  • Resolved an issue when sending documents through document distribution where an error would be displayed if both send immediately and include signature was enabled

Date applied: May 6, 2022

211.0.19

Issues Resolved
Issues Resolved
  • Removed DevExpress assembly requirements from addon package
  • Added error handling Sage.ObjectStore.ObjectNotFoundException in Amend Suggested Payments form to avoid blue screen when the object is not found.
  • Resolved an error when printing customer statements where it was not compatible with Sage 2022 R2
  • Fixed users being able to change or remove invoice or credit items while they are being updated on the document automation form
  • Updated all Projects Factories to use the ones in Sicon Projects

Date applied: April 21, 2022

211.0.18

Important
Important Info
  • Document telemetry will now be uploaded for data prior to 1st February 2022 (one off)
  • Document usage will now be checked via Sicon Web Api Services (api.sicon.co.uk)
  • Resolves an issue where document bundle counts would stop reducing after 3 months of data

Date applied: April 13, 2022

211.0.17

Issues Resolved
Issues Resolved
  • Resolved an issue with being able to edit or remove a invoice or credit item while its being updated on the Process Invoice form.
  • Resolved an issue with invoice view not refreshing when the selected invoice changes tab in Process Invoice form.

Date applied: April 8, 2022

211.1.14

Issues Resolved New Features Hot Fix Enhancements
New Features
  • Added a document count column for customer and supplier retention form
  • Added a add and view document button for customer and supplier retention form

Issues Resolved
  • Updated Projects Obsolete Methods
  • Changed the order process for cash sale accounts to use the email address from the delivery address when sent via document distribution
  • Resolved an issue on the sales order list forms where it required a join to the SLPostedCustomerTranX table

Hot Fix Enhancements
  • Added an Coordinator to get upload Telemetry

Date applied: March 24, 2022

211.1.13

Issues Resolved
Issues Resolved
  • Resolved an issue where X table records would not be inserted if there were no persistent columns in the X table

Date applied: March 18, 2022

211.1.12

Issues Resolved Pre-release

Pre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.


Issues Resolved
  • Resolved an issue with the documents menu removing the correct transactions menu item
  • Resolved issues with the add and view buttons not working within the Supplier Application form
  • Fixed issue with document count not refreshing when a user added or removed a document within the sales and purchase ledger transaction enquiry forms and the cash book transaction enquiry form.
  • Resolved issue with being able to change the supplier after document automation has auto selected the supplier for you
  • Resolved issue with the progression bar not displaying when its finished
  • Resolved an issue with exporting more than one invoices when using the document automation feature
  • Resolved an issue on the rapid invoice entry where the add document functionality was available when the user did not have permissions

Date applied: March 18, 2022

211.0.16

Issues Resolved
Issues Resolved
  • Resolved an issue with the documents menu removing the correct transactions menu item
  • Resolved issues with the add and view buttons not working within the Supplier Application form
  • Resolved issue with the progression bar on supplier upload not displaying when its finished
  • Resolved an issue with exporting more than one invoice when using the document automation feature
  • Resolved an issue on the rapid invoice entry where the add document functionality was available when the user did not have permissions

Date applied: March 17, 2022

211.1.11

Issues Resolved
Issues Resolved
  • Resolved an issue when posting invoices with Projects transactions where it would fail if the nominal analysis narrative did not match the project analysis narrative exactly
  • Changed supplier upload to remove ‘[‘ and ‘]’ symbols from post codes
  • Changed sales ledger transaction enquiry to work off an X table with a computed column for a major performance improvement
  • Changed purchase ledger transaction enquiry to work off an X table with a computed column for a major performance improvement
  • Changed cash book transaction enquiry to work off an X table with a computed column for a major performance improvement
  • Changed cash book transaction enquiry to work off an X table with a computed column for a major performance improvement
  • Resolved an issue on the serial number details screen where an error would be displayed if the screen was opened from View Stock Item History

Date applied: March 10, 2022

211.0.15

Issues Resolved
Issues Resolved
  • Resolved an issue when posting invoices with Projects transactions where it would fail if the nominal analysis narrative did not match the project analysis narrative exactly

Date applied: March 10, 2022

211.0.14

Issues Resolved
Issues Resolved
  • Changed supplier upload to remove ‘[‘ and ‘]’ symbols from post codes

Date applied: March 3, 2022

211.0.13

Issues Resolved
Issues Resolved
  • Resolved an issue on the serial number details screen where an error would be displayed if the screen was opened from View Stock Item History

Date applied: February 25, 2022

211.0.12

Issues Resolved Hot Fix Enhancements
Issues Resolved
  • Resolved an issue in document automation where an error would be displayed if processing a supplier without an associated SiconDMSSupplier record

Hot Fix Enhancements
  • Added an option to send retention releases through document distribution
  • Added Customer Retention Entity
  • Added Supplier Retention Entity
  • Added Retention Document Type

Date applied: February 17, 2022

211.1.10

Issues Resolved New Features Pre-release

Pre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.


New Features
  • Added an option to send retention releases through document distribution
  • Added Customer Retention Entity
  • Added Supplier Retention Entity
  • Added Retention Document Type

Issues Resolved
  • Resolved an issue in document automation where an error would be displayed if processing a supplier without an associated SiconDMSSupplier record
  • Changed the validate invoices on load setting to true by default
  • Changed the order of the columns on the process invoice screen to something more useful
  • Resolved an issue with the layout of the distribution controls on the settings form

Date applied: February 17, 2022

211.0.11

Issues Resolved
Issues Resolved
  • Resolved layout of the document distribution tab in settings

Date applied: February 10, 2022

211.1.9

Issues Resolved Pre-release

Pre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.


Issues Resolved
  • Fixed all instances of spelling: Swtich > Switch
  • Hidden accounts are now excluded from the stock item suppliers view

Date applied: February 4, 2022

211.0.10

Issues Resolved
Issues Resolved
  • Fixed all instances of spelling: Swtich > Switch
  • Hidden accounts are now excluded from the stock item suppliers view

Date applied: February 4, 2022

211.0.8

Issues Resolved
Issues Resolved
  • Resolved an issue in document automation where the order lookup control did not initialise properly

Date applied: January 28, 2022

211.0.9

Issues Resolved
Issues Resolved
  • Removed the default supplier date format setting as this was causing some confusion

Date applied: January 27, 2022

211.1.8

Issues Resolved Pre-release

Pre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.


Issues Resolved
  • Updated Factory Method for Projects
  • Removed the default supplier date format setting as this was causing some confusion
  • Resolved an issue in document automation where the order lookup control did not initialise properly

Date applied: January 27, 2022

211.1.7

Issues Resolved New Features Pre-release

Pre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.


New Features
  • Added an option to amend a supplier account via right click on an invoice in document automation
  • Added a new setting to determine whether Courier notifications should be emailed from Sicon Distribution

Issues Resolved
  • Resolved an issue on the document automation screen where the current invoice media would not be cleared after an invoice is processed
  • The settings form will now reload the settings from the database when opened
  • Resolved an issue on the settings form where the document automation options would be lost if the settings were saved without first loading the document automation tab

Date applied: January 13, 2022

211.0.7

Issues Resolved Hot Fix Enhancements
Issues Resolved
  • Resolved an issue on the document automation screen where the current invoice media would not be cleared after an invoice is processed
  • The settings form will now reload the settings from the database when opened
  • Resolved an issue on the settings form where the document automation options would be lost if the settings were saved without first loading the document automation tab

Hot Fix Enhancements
  • Added an option to amend a supplier account via right click on an invoice in document automation
  • Added a new setting to determine whether Courier notifications should be emailed from Sicon Distribution

Date applied: January 13, 2022

211.1.6

Issues Resolved Pre-release

Pre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.


Issues Resolved
  • Resolved an issue in document automation where the submitted invoices option was appearing if the WAP addon was not installed
  • Resolved an issue in document automation where the record credit note screen would not populate with the credit notes values
  • Resolved an issue in document automation where the order return number drop down would not clear the associated order/return when the control was cleared

Date applied: January 6, 2022

211.0.6

Issues Resolved
Issues Resolved
  • Resolved an issue in document automation where the submitted invoices option was appearing if the WAP addon was not installed
  • Resolved an issue in document automation where the record credit note screen would not populate with the credit notes values
  • Resolved an issue in document automation where the order return number drop down would not clear the associated order/return when the control was cleared

Date applied: January 6, 2022

211.1.5

Issues Resolved Pre-release

Pre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.


Issues Resolved
  • Resolved an issue on the document list on project enquiry where an incorrect primary key was used which resulted in abnormal selection and list cleared on sort
  • Resolved an issue where an error would be displayed when clicking view documents on an archived order

Date applied: December 16, 2021

211.0.5

Issues Resolved
Issues Resolved
  • Resolved an issue on the document list on project enquiry where an incorrect primary key was used which resulted in abnormal selection and list cleared on sort
  • Resolved an issue where an error would be displayed when clicking view documents on an archived order

Date applied: December 16, 2021

211.1.4

Issues Resolved Pre-release

Pre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.


Issues Resolved
  • When email addresses are downloaded the invoice will now be saved
  • Resolved an issue on the invoice processing screen in document automation where an error would occur if more than 2100 invoices were active.

Date applied: December 9, 2021

211.0.4

Issues Resolved
Issues Resolved
  • When email addresses are downloaded the invoice will now be saved
  • Resolved an issue on the invoice processing screen in document automation where an error would occur if more than 2100 invoices were active.

Date applied: December 9, 2021

211.1.3

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
  • Changed document automation to use the customer reference for the second ref for PO Invoices if specified (instead of the order no)

New Features
  • Added a document count column and add an view buttons to the view traceable item details form accessed via the POP Order Line delivery form
  • Added the ability to view SOP and POP Transactions against the nominal transaction in nominal transaction enquiry
  • Added settings to specify the email address and name that distribution documents are emailed from in Web Api

Issues Resolved
  • Document automation settings are now automatically saved when the main documents settings are saved (instead of having to click update options)
  • Resolved an issue where the courier integration message source was not being subscribed to
  • Resolved an issue with the documents metrics control where it had poor performance
  • Resolved an issue in the email viewer where it would display an error message if there was an attachment on an email that has no extension
  • Increased SQL script version numbers
  • Resolved an issue on the batch serial entry screen where an error would be displayed if auto numbering was turned on
  • Resolved an issue when adding projects to invoices through document automation where the nominal analysis was not read only so it was being removed when a new project line was added
  • Added Analysis Code 1-10 to the Sales Order Despatch Note Distribution mail template
  • Resolved an issue on the transaction enquiry form where an incorrect reference was being used when checking for documents against the pop order/return for pop invoice/credits
  • Added an extra check into the update DB script to check there were BIT data types to update before trying to update them

Hot Fix Enhancements
  • Improved the document automation settings tab in settings, options now broken down into tab pages
  • A warning is now shown in document automation settings when connected to the CogiDocs test portal

Date applied: December 2, 2021

211.1.2

Issues Resolved Pre-release

Pre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.


Issues Resolved
  • Improved invoice matching in document automation when item line extraction is enabled, when enabled, only matched lines will be validated against the order

Date applied: December 2, 2021

211.1.1

Issues Resolved Pre-release Hot Fix Enhancements

Pre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.


Issues Resolved
  • Resolved an issue in document distribution where the outlook window would be opened regardless of whether it was configured to do so or not
  • Resolved an issue where the help and user guide menu option was pointing to v20
  • Resolved an issue in document automation where the exchange rates button would not enable on the record po invoice screen
  • Resolved alignment issues on the settings screen
  • Resolved an issue on nominal transaction enquiry where the add and view buttons would not enabled if the cashbook transaction was linked to a band with no reference

Hot Fix Enhancements
  • Added a setting to determine whether only numeric characters are used when validating PO numbers in document automation

Date applied: December 2, 2021

211.0.3

Issues Resolved Hot Fix Enhancements
Issues Resolved
  • Document automation settings are now automatically saved when the main documents settings are saved (instead of having to click update options)

Hot Fix Enhancements
  • Improved the document automation settings tab in settings, options now broken down into tab pages
  • A warning is now shown in document automation settings when connected to the CogiDocs test portal

Date applied: December 2, 2021

211.0.2

Issues Resolved
Issues Resolved
  • Added email settings tab to settings form
  • Resolved an issue where the courier integration message source was not being subscribed to
  • Resolved an issue with the document metrics control where it was taking a long time to load
  • Updated Documents Web Api so it works when security is enabled on the web api
  • Updated the UpgradeDB Script to check there are boolean values to update
  • Resolved an issue in the email viewer where it would display an error message if there was an attachment on an email that has no extension

Date applied: November 25, 2021

211.0.1

Issues Resolved Hot Fix Enhancements
Issues Resolved
  • Resolved an issue on the batch serial entry screen where an error would be displayed if autom numbering was turned on

Hot Fix Enhancements
  • Added a document count column and add an view buttons to the view traceable item details form accessed via the POP Order Line delivery form

Date applied: November 18, 2021

211.0.0

Issues Resolved New Features Hot Fix Enhancements
New Features
  • Added the ability to view SOP and POP Transactions against the nominal transaction in nominal transaction enquiry
  • Added settings to specify the email address and name that distribution documents are emailed from in Web Api
  • Added Analysis Code 1-10 to the Sales Order Despatch Note Distribution mail template
  • Added a setting to determine whether only numeric characters are used when validating PO numbers in document automation

Issues Resolved
  • Resolved an issue when adding projects to invoices through document automation where the nominal analysis was not read only so it was being removed when a new project line was added
  • Resolved an issue in PL transaction enquiry where no additional documents were found against the PO for Invoices and Credits
  • Changed document automation to use the customer reference for the second ref for PO Invoices if specified (instead of the order no)
  • Resolved an issue on the transaction enquiry form where an incorrect reference was being used when checking for documents against the pop order/return for pop invoice/credits
  • Added an extra check into the update DB script to check there were BIT data types to update before trying to update them
  • Resolved an issue in document distribution where the outlook window would be opened regardless of whether it was configured to do so or not
  • Resolved an issue where the help and user guide menu option was pointing to v20
  • Resolved alignment issues on the settings screen
  • Resolved an issue in document automation where the exchange rates button would not enable on the record po invoice screen
  • Resolved an issue on nominal transaction enquiry where the add and view buttons would not enabled if the cashbook transaction was linked to a band with no reference
  • ¬†Changed the document automation settings tab to lazy load instead of loading when the form opens

Hot Fix Enhancements
  • ¬†Improved invoice matching in document automation when item line extraction is enabled, when enabled, only matched lines will be validated against the order
  • Changed document bundle licencing to support multiple customers and applications within a single bundle

Date applied: November 16, 2021