Documents v21

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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210.0.53

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

210.0.54

Issues Resolved
Issues Resolved

Removed the option to run for printer and email for statements sent through document distribution.


Date applied: July 12, 2022

210.0.52

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.

Date applied: July 1, 2022

210.0.51

Issues Resolved
Issues Resolved
  • 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.

Date applied: June 24, 2022

210.0.50

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.
  • Changed document automation to trim whitespace from the line field extraction when the field is loaded.
  • Fixed issue with validating discounted item value when using percentages in Process Invoices.

Date applied: June 9, 2022

210.0.49

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

210.0.48

Issues Resolved
Issues Resolved
  • Resolved an issue where project transactions could not be posted in document automation due to a new transaction factory existing in Projects
  • Resolved an issue where the item total net value was being checked even when item line extraction was not enabled

Date applied: May 19, 2022

210.0.47

Issues Resolved
Issues Resolved
  • 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

210.0.46

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

210.0.45

Issues Resolved
Issues Resolved

Added error handling Sage.ObjectStore.ObjectNotFoundException in Amend Suggested Payments form to avoid blue screen when the object is not found.


Date applied: April 21, 2022

210.0.44

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

210.0.43

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.
  • Updated all Projects Factories to use the ones in Sicon Projects.

Date applied: April 8, 2022

210.0.42

Issues Resolved
Issues Resolved
  • Resolved an issue with invoice view not refreshing when the selected invoice changes tab in Process Invoice form.

Date applied: April 8, 2022

210.0.41

Issues Resolved
Issues Resolved
  • 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 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 17, 2022

210.0.40

Issues Resolved
Issues Resolved
  • Resolved an issue on the settings page where the document automation tab settings would be lost if not loaded before saving

Date applied: March 7, 2022

210.0.39

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

Date applied: March 7, 2022

210.0.38

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

210.0.37

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

Date applied: January 27, 2022

210.0.36

Issues Resolved
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

Date applied: January 13, 2022

210.0.35

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 order return number drop down would not clear the associated order/return when the control was cleared
  • Resolved an issue in document automation where the record credit note screen would not populate with the credit notes values

Date applied: January 6, 2022

210.0.34

Issues Resolved
Issues Resolved
  • Resolved an issue in document automation where the invoice quantity was defaulting to the outstanding amount if the invoice was less tan the order value
  • Resolved an issue where an error would be displayed when clicking view documents on an archived order
  • 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

Date applied: December 16, 2021

210.0.33

Issues Resolved
Issues Resolved
  • 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

210.0.32

Issues Resolved
Issues Resolved
  • Resolved an issue with the document metrics control where it had poor performance
  • Changed the upgrade database 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

210.0.31

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

210.0.28

Issues Resolved
Issues Resolved
  • Resolved an issue in document automation where the exchange rates button would not enable on the record po invoice screen

Date applied: November 4, 2021

210.0.27

Issues Resolved
Issues Resolved
  • 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

Date applied: October 21, 2021

210.0.26

Issues Resolved
Issues Resolved
  • Changed the document automation settings tab to lazy load instead of loading when the form opens

Date applied: October 20, 2021

210.0.25

Issues Resolved Hot Fix Enhancements
Issues Resolved
  • Added additional text to the mesage that is show to say a source file could not be deleted (as it may be open in another application)

Hot Fix Enhancements
  • Added Support for the new cogidocs date format settings (month names)

Date applied: October 11, 2021

210.0.24

Issues Resolved
Issues Resolved
  • Made the application type drop down visible

Date applied: October 8, 2021

210.0.23

Issues Resolved
Issues Resolved
  • Resolved an issue where the outlook integration was being disposed before an open email window was finished being used
  • Resolved an issue on the rapid invoice entry screen where the add documents button would not re-enable after clicking check for duplicates

Date applied: October 8, 2021

210.1.16

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 an issue with the gross value of invoices being used instead of the net when recording invoices

Date applied: September 27, 2021

210.1.15

Issues Resolved New Features
New Features
  • Addded an option to the automation settings page to enable or disable calloff orders in common components

Issues Resolved
  • Resolved an issue where the outlook integration was being disposed before an open email window was finished being used

Date applied: September 23, 2021

210.1.14

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
  • Changed the way variances are checked in document automation.
    • If line level matching is not enabled, the invoice must be recorded in manual mode
    • If line level matching is enabled, variance will be checked based on the unit prices rather than the total value
  • Added support for calloff orders in document automation
  • Added customer remittance as a document type
  • Added document preview to the customer allocation entry screen

Issues Resolved
  • Resolved an issue on the rapid invoice entry screen where the add documents button would not re-enable after clicking check for duplicates
  • Resolved an issue in the Nominal Transaction Documents view where it was using an incorrect module type for invoices entered from sop or pop
  • The post journal entry form script will now check the ‘Disable Sage Scan and Attach’ setting and hide the Post and Attach button if enabled
  • Resolved an issue with the process invoice screen where it was validating free text returns had been received when they cant be

Date applied: September 23, 2021

210.1.13

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.


Hot Fix Enhancements
  • Added override date format to the supplier details

Date applied: September 23, 2021

210.1.12

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
  • Fixed an issue with the min size of the CRM task form
  • Changed document automation to remove spaces from extracted invoice numbers

Date applied: September 23, 2021

210.0.22

Issues Resolved Hot Fix Enhancements
Issues Resolved
  • Resolved an issue in the Nominal Transaction Documents view where it was using an incorrect module type for invoices entered from sop or pop

Hot Fix Enhancements
  • The post journal entry form script will now check the ‘Disable Sage Scant and Attach’ setting and hide the Post and Attach button if enabled

Date applied: September 20, 2021

210.0.21

Issues Resolved
Issues Resolved
  • Resolved an issue with the process invoice screen where it was validating free text returns had been received when they cant be

Date applied: September 20, 2021

210.0.20

Issues Resolved
Issues Resolved
  • Updated indexs and update db scripts

Date applied: August 20, 2021

210.0.19

Issues Resolved
Issues Resolved
  • Added an option to set the date format per supplier

Date applied: August 20, 2021

210.0.18

Issues Resolved
Issues Resolved
  • Fixed an issue with the min size of the CRM task form (scripted from Documents)

Date applied: August 20, 2021

210.0.17

Issues Resolved
Issues Resolved
  • Fixed an issue with outlook integration where and error would be displayed if the send immediately option was enabled

Date applied: August 6, 2021

210.0.16

Issues Resolved
Issues Resolved
  • Fixed an issue with the upgrade DB script where it was not allowing nulls on the ReceiveInvoiceImagesOnly setting on the supplier

Date applied: August 6, 2021

210.0.15

Issues Resolved
Issues Resolved
  • Resolved an issue with the document count progress bar where it was not clearing the document type from the previous record searched which could result in no document count showing

Date applied: August 6, 2021

210.1.11

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 an issue with outlook integration where and error would be displayed if the send immediately option was enabled
  • Fixed an issue with the upgrade DB script where it was not allowing nulls on the ReceiveInvoiceImagesOnly setting on the supplier
  • Resolved an issue with the document count progress bar where it was not clearing the document type from the previous record searched which could result in no document count showing
  • Removed old Indexes from the SiconDMSDocumentAttribute Table
  • Removed old Indexes from the SiconDMSDocument Table
  • Created new Indexes for the SiconDMSDocumentAttribute Table
  • Created new Indexes for the SiconDMSDocument Table
  • Changed the Base Order Return List form to check for items present using the datasource rather than the list item count

Date applied: August 6, 2021

210.0.14

Issues Resolved
Issues Resolved
  • Fixed an issue in the SQL script for upgrading the database where an error could be displayed when trying to amend the EmailTemplate table

Date applied: August 4, 2021

210.0.13

Issues Resolved
Issues Resolved
  • Removed old Indexes from the SiconDMSDocumentAttribute Table
  • Removed old Indexes from the SiconDMSDocument Table
  • Created new Indexes for the SiconDMSDocumentAttribute Table
  • Created new Indexes for the SiconDMSDocument Table

Date applied: August 2, 2021

210.1.10

Issues Resolved New Features
New Features
  • Added a new feature to document automation to allow OCR fields to be extracted from within another OCR field.

Issues Resolved
  • Resolved an issue when processing purchase invoices through document automation where an error would be displayed if the account exceeded credit limit
  • 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
  • Resolved an issue where the saving media data progress bar would be left visible after media had finished downloading
  • Resolved an issue in dcument autoation where the invoice would not be saved after switch fields were applied
  • Resolved an issue where the media name was now showing on document automation

Date applied: July 29, 2021

210.1.9

Issues Resolved
Issues Resolved
  • Fixed an issue with SOP Order document count not appearing in sales ledger transaction enquiry if more than one line was invoiced (when view document is clicked)

Date applied: July 29, 2021

210.1.8

Issues Resolved
Issues Resolved
  • Fixed an issue with SOP Order document count not appearing in sales ledger transactin enquiry if more than one line was invoiced

Date applied: July 29, 2021

210.0.12

Issues Resolved
Issues Resolved
  • Changed the Base Order Return List form to check for items present using the datasource rather than the list item count
  • 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 29, 2021