Documents v22.1

Resolved an issue where the Invoice Controller route in approvals had moved which affected the Submit Direct To Approvals functionality in Document Automation
Resolved an issue when posting project accounting related documents where the parent entry quantity would be adjusted twice when a POP invoice or credit is recorded.

Date applied: October 2, 2024

221.0.75

Issues Resolved

Changed the model update instrument to automatically exclude the oldest documents from the model if the number of documents in the model exceeds 100 documents
Resolved an issue in the exchange service where the attachments path could not be set in some instances
Refactored the document distribution settings form to use multiple tabs as its was getting too busy

Change in Functionality

Moved the ‘Exported’ and ‘Queried’ icons to the document status panel to allow the validation status icons to be visible for each row
Added a separator between the validation status filters and the document status filters on the document processing screen to indicate they are two different filter types
Added a new setting to determine whether despatch notes are emailed when goods are despatched directly from barcoding
Added a setting to determine whether to validate there is a purchase return for credit notes or not

Date applied: September 18, 2024

221.0.74

Issues Resolved New Features Change in Functionality Important

New Features

Expiration dates for Construction Liability Insurance will now be checked based on invoice date if available

Issues Resolved

Added validation that the ‘Exported’ document status can be found before trying to update the document status with a null valid in the event it cant be found.
Handled an argument exception that could occur when sorting by date columns with invalid values
Improved document type detection and validation by doing a full match on the word credit rather than a partial match (so ‘credited’ is not matched, but ‘credit’ is)
Resolved an issue where an active lock could be left if the web api service crashes which would result in the web api not being able to download from exchange for that company. If the lock is owned by the web api service on the same machine then it will clear itself
Resolved an issue when recognising UK vat numbers where they would not be matched if the main company vat number was not configured in Sage 200

Date applied: September 4, 2024

221.0.73

Important Info

Changed the ‘Queried’ document status filter to include or exclude ‘queried’ invoices in the current results rather than showing only queried invoices when selected.

New Features

Added a setting to enable export to 3rd party functionality (exports to CSV to allow import later against a posted transaction)

Issues Resolved

Resolved a memory leak where the document details form was holding onto a PDF data source due to it being in the bound object collection
Resolved an issue with export to excel where it would not export all checked items when export selected items was selected

Change in Functionality

Moves rules engine setting to the preview features tab in document automation settings

Date applied: August 21, 2024

221.0.72

Issues Resolved New Features Important

New Features

Added the ability to analyse and recognize multiple documents at once

Added a prompt after training a document to ask if the user wants to recognize the other documents in the list for the same trader

Added Automatic Document Type Detection to the drag and drop form, Download from exchange button and exchange service

Added hints and tooltips to some trainable fields (Order No, Second Reference and Carriage Value). Mouse over the field name to see tooltip.
Added a button to settings and automation settings to open the active locks form (form used to clear Documents Active Locks left if Sage is force closed)

Added the ability to change document type for multiple documents at once

Improved the layout of the Document Processing List Settings form by adding tabs

Added a user setting to determine if the Model Details tab is visible (default to hidden)

Added progress messages when downloading emails from Exchange that have multiple attachments
Added the ability to submit invoices and credits directly to approvals via the approvals API
Added the ability to sort the document processing list by any column

Issues Resolved

Resolved an issue with export to excel for pre-2024 R1 versions where the column order was not respected
Documents will now be validated regardless of whether content was recognized or not
The Document will now be re-validated after account identification is performed
Resolved an issue with the validation drill down on hyperlink click where the validation data would be cleared after the first click
Improved credit note detection by adding support for ‘Credit Memo’ and looking for the word ‘Credit’ on the document
Attachments will now be downloaded when the email binding is performed in exchange
Added handling for max concurrent connections to the exchange service and make it default back to a manual processing loop
Resolved an issue where the process manual + select orders menu item would be left enabled for completed invoices
Resolved an issue when opening the settings page where the scan and attach warning was appearing before the form was opened
Resolved an issue that caused the same warning to be shown twice when processing POP Invoices in document automation
Changed excel export to use the new excel exporter for Versions 2024 R1 and above
Changed excel export to order columns by index for versions pre 2024 R1
Added a better error message for when documents cant be recognized due to the model not existing
Resolved an issue where alias addresses were not being checked correctly in the exchange service
Fixed an object reference not set error in service that could occur when using alias email addresses
Resolved an issue where the sender would be notified of an email address that was not being monitored regardless of the settings
Added feature and role pre-caching to the Web Api Service extension
Changed the email service to not skip processing auto reply messages, and instead only skip sending an email to auto reply messages

Date applied: August 7, 2024

221.0.71

Important Info

New Tables added for Rules Engine

New Features

Added a new feature to allow stock to be added for PL invoices.

Added supplier settings for default warehouse and Bin for the add stock for PL invoices feature

Email data will now be extracted when dragging an email from the outlook client
Added the email subject into the body of all auto reply emails
Added red highlighting for Credit Note document types

Added a new setting to determine whether ‘Read’ emails are processed in addition to ‘Unread’ emails

Added a new Customer / Supplier Rules Engine to allow setting of ‘line’ fields based on rules matched from header or line fields.

Issues Resolved

Resolved an issue with DA V1 where invoices could not be processed in automatic mode if Projects was installed but not enabled
Tweaked E-Mail address detection to allow a single whitespace character either side of the ‘@’ sign.
Resolved an issue on nominal transaction enquiry where an index out of range error would be displayed when selecting historical transactions
Removed the preview document automation opt in check box from the user settings form
Changed the automation web service to return error 500 rather than 200 for failed model training
Improved the error handling for model training errors
Resolved an issue in the document automation web service where an invalid request would result in re-trying for 5 minutes
Sender E-Mail address will now be obtained by the exchange user account to improve the display of email addresses
Resolved an issue with the email preview window in document automation where images would not be displayed
Resolved an issue on the supplier item details form where layout would be affected on earlier versions of Sage
Transaction Analysis validation will now trim whitespace during validation
Fixed an Object Reference not set error that could occur when setting references for adding stock if the references were null
Resolved an issue with the add stock form where it would auto close if not opened from the invoice processing form
Added an allowable warning for maximum stock levels during the add stock process
Added support for parsing dates in the format DD MMM ‘YY eg, 18 Apr ’24
Fixed an issue in the document automation portal where clicking the estimated consumption date in the stats list would go back to the sites list
Resolved an issue with DA V1 where invoices could not be processed in automatic mode if Projects was installed but not enabled
Tweaked E-Mail address detection to allow a single whitespace character either side of the ‘@’ sign.
Resolved an object reference not set error that could occur if a nominal account does not exist on a line when validating document automation invoices
Resolved an issue where the back colour of list items would get stuck when validating multiple times
Resolved an issue in PO to SO where the selling units were being overridden which resulted in an incorrect unit price
Resolved an issue where outstanding invoices and credits that were attached to statements did not have the distribution layouts applied

Date applied: July 11, 2024

221.0.70

Issues Resolved

Resolved an issue where the first invoice printed for a sales order would not apply distribution layouts that matched criteria on a customer account. Re-Prints were not affected
Resolved an object reference not set error that would occur when closing a document with Direct X rendering enabled
Resolved an issue where transaction analysis would cause a validation issue if not enabled in settings
Resolved an issue with POP Credit notes where Sicon Projects was looking at a different bound object in the form
Resolved an issue where documents with training would be deleted from the model when documents are completed
Added in extra error logging for errors encountered when processing emails via the service
Resolved an issue in Outlook Integration where the attachment display name was not being used for the attachment filename (instead a random filename was being generated to ensure uniqueness)
Resolved an Issue on Purchase, Sales, Cashbook, Nominal Transaction Enquiry where the View Documents button count would not populated for the first item in the grid (due to the item already being selected)

Change in Functionality

Added Functionality to sales ledger transaction enquiry to disable Sage Scan and Attach

Date applied: June 12, 2024

221.0.69

Issues Resolved New Features Change in Functionality Important

Issues Resolved

Resolved an issue where the created date and user were not being set for tags (Web Portal)
Resolved an issue where an invoice with multiple lines but one PO number would always match the first line on the invoice to the single line on a PO.
Resolved an issue where files could be left after a document was processed if it could not delete the document after indexing
Removed loading of jobs list in add bespoke controls on project enquiry
Changed unit of measure validation to default to the PO Buying Unit of Measure if not specified on the invoice

Change in Functionality

Added a user setting to determine whether documents are auto validated when auto loaded when the processing form is opened

Date applied: June 5, 2024

221.0.68

Important Info

Renamed Line Total Value to Line Gross Value for Invoices/Credits/Purchase Orders ( May require model training if used )

New Features

Changed the processing screen to allow manual processing of POP invoices if no PO number was found ( Will no longer show the popup – No Order has been matched on the header or any of the lines )
Added a new context menu to for processing of a PL Invoice as POP and allow selecting orders.

Added the ability to specify additional recipient email addresses to check when reading emails from exchange, this is so systems that are forwarding on emails to exchange can have a separate address to use as the inbox, and a different address to identify the document type. Multiple recipient addresses can be entered by separating them with a semicolon ‘;’

Added a tab to the stock item supplier tab to maintain supplier specific units of measure of a stock item

Added context menu items to amend/view a stock item from document automation

Added new forms to maintain supplier units
Added the unit of measure description into the invoice and receipt quantity description

Added a transaction analysis lookup to the lines in edit mode

Issues Resolved

Resolved an issue in document automation POP invoice processing that could break the link between project and nominal transactions that resulted in the nominal analysis being amendable independent of the project
Added in detection of Auto Reply messages so document automation does not auto reply to auto reply messages
Resolved an issue with PO matching where when the setting for numeric PO numbers was enabled and the resulting PO would be an empty string a random order would be found
Fixed two spelling mistakes in the interactive tutorial
Resolved an issue were the URN attribute was not being set on documents processed through document automation
Resolved an issue where processed documents are not deleted from the automation folder when they are indexed
Resolved an issue where outstanding invoices and credits attached to statements in document distribution would not have the .pdf file extension

Changed the transaction enquiry scripts to read uncommitted when looking up document counts (related to SQL record locks)
Resolved an issue on transaction enquiry where the document count would refresh for the focused item when a document is added anywhere in the system
Changed isolation level on the Sicon Projects Transaction Enquiry documents grid to re-uncommitted and also made it not try to load transactions if there is no project Id
Changed the documents list tab on project enquiry to only load data when the tab is selected
Resolved an issue on the distribution documents setup tab in settings where the value of the previously selected outlook options would be copied to the next selected row
Resolved a typo in GRN validation with UOM
Resolved an issue where deleted sub suppliers were still being read from the supplier identification view
Resolved an issue where the Receipt Status could be left as N/A for valid invoices
Resolved an issue with date formats in the document automation portal
Resolved an issue where the selected options in the Document Automation portal would be lost when navigating pages
Resolved an issue when validating API keys where the last bundle would perform a ‘read’ but not be able to perform the ‘recognize’ due to being at the bundle limit
Resolved a spelling issue in the interactive tutorial FieldS > fields
Added handling for server busy exceptions when processing unread mail
Changed the exchange download instrument to not wait after handling errors and instead log immediately.
Added in auto retry in the exchange service for when a mailbox is being moved
Removed loading of jobs list in add bespoke controls on project enquiry

Change in Functionality

Added Project Code and Item Code into Project/Nominal Analysis Narrative for POP Invoices
Changed the button on the user settings page to reset the warnings dismissed as well as Tips
Added a local setting to track whether the warning for user not configured has been dismissed or not, once dismissed it won’t appear again
Added a right click option to validate all documents in the processing screen
Added the ability to drill into response errors when checking the Document Automation Api key
Added Tax Code Validation to Item Lines

Date applied: May 22, 2024

221.0.67

Issues Resolved New Features Change in Functionality Important

Important Info

Updated DevExpress References to 23.2.5
Requires Dev Express Packages:
- Sicon DevExpress Package 1 – 221.0.5
- Sicon DevExpress Package 2 – 221.0.5
- Sicon DevExpress Package 3 – 221.0.5
Removed the Per Supplier Override Setting for Enabling Line Extraction / Validation (its not required as lines can be trained if required, not not trained if not required)
Removed the Global Setting for Enabling Line Extraction / Validation (its not required as lines can be trained if required, not not trained if not required)

New Features

Added Context Menu Items to Create/Amend/View Sub Suppliers from the documents list context menu

Added a tab to supplier details to list sub suppliers for a supplier

Added the ability to create sub suppliers that have their own training information and options that are posted to a different PL account.

Added the ability to maintain item supply details via right click on the lines grid in document automation

Issues Resolved

Changed the site migration progress to work on a background task (Web portal)
Resolved an issue where v220 and v221 builds were trying to access the dev URL and not the production URL
Improved matching criteria on account numbers, vat numbers and IBANs to reduce the potential number of matches on large documents (fix for 2100 SQL parameters issue)
Increase idle timeout in app start up (Web Portal)
Added additional logging to the Azure service for retries and errors (Web Services)
Added error Tracing to the app service (Web Services)
Resolved a null reference exception that could occur when loading the tree map on the document automation settings form (DevExpress Upgrade)
Added Error Handling to the memory usage check
Resolved an issue where 00000000 and 0000000 would be matched as a potential bank account number during trader identification (Subset of order / invoice numbers)
Changed the Amend Supplier/Customer menu options to open the form modal so the account can be re-identified after its closed
Hid the Bank Sort Code from Supplier Fine Tuning as its not used
Resolved an issue where carriage was not being applied to PL invoices
Changed all Sage User, Company and Role access to use the classes in common
Renamed the ‘Contract Manager’ module to ‘Contracts’
Changed the customer statements distribution report to include outstanding invoices by default (for new installs)

Resolved an issue where it was possible to have two focused items in the document processing list after reloading the current documents
Resolved an issue on the SOP Order details forms where the view in document storage buttons would be visible with the setting to turn them off enabled
Resolved an issue on the POP Order details forms where the view in document storage buttons would be visible with the setting to turn them off enabled
Resolved an issue on the authorise supplier transactions form where the Sage paperclip icon was still visible when disable sage scan and attach setting was on

Change in Functionality

Added Support for Vat Numbers in 00 0000 000 format
Added a setting to determine whether the documents list is automatically loaded or not when the form opens

Date applied: May 1, 2024

221.0.66

Issues Resolved New Features Important

Improved the performance of the amend stock item screen when loading available documents and distribution reports
Improved the performance of the document search coordinator by making it use the document search view to read all records in a single query
Changed the system to cache whether database updates are required after checking for the first time, this reduces the number of SQL calls required when running a script or form
Resolved a potential object reference not set error that could occur when processing POP Invoices in automatic mode that contained lines with confirmation not required
Resolved an issue where the Exchange integration would not work if there was invisible whitespace in the tenant id
Resolved a crash that would occur when trying to load an invalid PDF
Resolved an issue when posting projects transactions where the stage and activity were not being set against the project

Date applied: April 17, 2024

221.0.65

Important Info

Added [AutoPostIfValid] to the [SiconDMSAutoExchangeEmail] table

New Features

Added a setting to the exchange email address setup to determine whether to auto post documents to Sage that are valid

Added a button to the document processing screen to download and process emails directly from Exchange

Added default settings for PDF Conversion options that can be applied to all PDFs added to the system by default

Added a tick box to the automation drop panel form to make it always appear on top

Issues Resolved

Added support for all TLS versions when authenticating with Exchange
Added Better Error Logging for MSAL Exceptions
Updated the client side code on the drag and drop form to handle 404 and other errors but to continue document processing, showing a summary of warnings at the end
Resolved an issue in the document automation service where 404 errors would be constantly retried when a model does not exist – thus causing timeouts on the client
Resolved an issue on the exchange email setup form where the row would be deleted if you did not enter an email address
Changed the web api service extension to use an external product ID so permissions are not validated ( resolving an issue where documents could not be indexed if the web api user did not have permissions configured)
Memory Usage Improvements
The web api service will now apply active locks so users can download emails in Sage at the same time, and vice versa
Resolved an error in document distribution where any errors encountered when generating electronic payments to email would not be shown on screen

Date applied: March 27, 2024

221.0.64

Minor memory improvements
Changed the email and archive option on the POP Print orders page to use a background worker and show progress in a progress bar on the form (It no longer ties up Sage while printing and emailing)
Resolved a £0.01 variance issue that could occur when order lines where not rounded away from zero
Removed the code that was updating the approval import time as it was causing deadlocks and timeouts when accessing SiBepsokeTypes (read uncommitted also added to common components)

Date applied: March 13, 2024

221.0.63

Issues Resolved

Resolved an issue with CIS reverse charge vat invoices where the vat amount would not be correct if lines were trained
Resolved an error that would be displayed on customer transaction enquiry if the payment information tab in Debtor Manager was selected
Resolved three event handler leaks that were holding onto memory in the document automation processing form
Resolved an issue where the override vat code from the supplier would not be applied if there was no vat code / amount on an invoice line
Resolved an issue with overlapping label validation for models documents analysed on form recognizer service version 2023-07-31

Change in Functionality

Added a memory warning at 850 MB
Added a secondary axis to the documents processed chart to show the number processed without training
Added a training/editing threshold value to the document processing chart
Added numeric values to the document processing chart
Added a trend line to the document processing chart

Date applied: March 6, 2024

221.0.62

New Features

Added the ability to validate Document Automation invoices/credits with a gross value and tax code only on the lines
Added a button to the document processing screen to view Processed documents history chart

Added the ability to edit nominal account details for purchase ledger invoices with no PO number or Project Details in Document Automation

Issues Resolved

Added the response message text to the error banner for failed Api calls for DA v1
Resolved an error that would be displayed on transaction enquiry forms if the user did not have view rights
Site Contact details are no longer mandatory when creating and editing sites in Document Automation
Resolved an issue in the Document Automation portal where an error would be displayed when creating business partners
Added Additional indexes to Document Automation portal tables
Improved lines editor columns width for documents in edit mode

Date applied: February 21, 2024

221.0.61

Important Info

X table Document Counts are no longer ‘computed columns’, they will store the document count when a document is added or removed from a transaction. The document count will consist of only documents attached directly to the transaction and not include documents from other transactions. For example, The document count in purchase ledger transaction enquiry will show the number of documents attached directly to the invoice, and not documents attached to any related orders. The ‘View Documents’ button will show the count of associated documents when a transaction is selected. This change was required for Sage systems where there were up to 10 years of active transactions were being displayed.

Issues Resolved

When identifying accounts base on vat number, any vat numbers on the current document wont be validated against the current companies vat number as a potential match
Resolved an issue on the Extract Field Configuration screen where new rows were being added to the grid but not associated with the current input field
Changed the average pages per document calculation to account for 2 operations per document. The average pages per document is now calculated for one specific operation on a document rather than all of them (which was artificially inflating the average pages per document)
Resolved an issue with supplier identification for UK vat numbers (suppliers would not be identified if the Vat No contained a space)

Change in Functionality

Added Additional indexes to document automation portal tables
When configuring a new extract field, two output fields will be created by default when configuring an input field
Added a badge to the view documents button to indicate the document count for transactions in SL transaction enquiry
Added a badge to the view documents button to indicate the document count for transactions in PL transaction enquiry
Added a badge to the view documents button to indicate the document count for transactions in CB transaction enquiry
Added a badge to the view documents button to indicate the document count for transactions in NL transaction enquiry
Added a hyperlink on account manager name on the business partner page in the Document Automation Portal

Date applied: February 14, 2024

221.0.60

New Features

Added ‘Sicon Account Manger’ to the Business Partner Record in the Document Automation Portal
When posting invoices to Sage a flag will now be set for Approvals to indicate an invoice import is running so Approvals wont pick up the invoice until its finished processing the invoice
Added the ability for BP Account Managers and BP Account Administrators to manage their own Site records
Added the ability for BP Account Administrators to manage their own BP Account Record
Added the ability for BP Account Administrators to manage their own Account Manager User accounts

Issues Resolved

Resolved an issue with the ‘Stats’ list where it was navigating back to the ‘Sites’ list on search in the Document Automation Portal
Improved the performance of the Site Details page in the Document Automation Portal (usage detail is no longer loaded by default, to view detailed usage drill into the usage data)
Changed UK Vat Number detection to not require the trader account to have the leading country code identifier to match (e.g. GB leading the tax number)
Resolved an issue where a transaction could be left in a non complete state if projects is installed but projects integration is not enabled
Fixed two spelling mistakes in the Document Automation interactive tutorial
Resolved an intermittent error on the processing screen where an object reference not set error would be displayed from Sage code the first time a POP Invoice was processed
Removed ‘Business Partner Name’ from the ‘Stats’ view to save space in the Document Automation Portal
Changed date formats to ‘long dates’ (6th February 2024) rather than short dates (06/02/24) in the Document Automation Portal
Resolved a formatting issue on the site details page in the Document Automation Portal where number separators were missing
Changed the default bundles remaining warning to trigger at 200 remaining rather than 50

Date applied: February 7, 2024

221.0.59

New Features

Added additional filters to the sites list in the document automation portal (Trial Sites, Sales Sites, Exclude Sicon sites)
Added a flag to the sites in the portal to indicate they are a trial site
Added a list of sites to the user details page to show the sites the current user is an account manager for
Added the ability to make endpoints default for new sign ups, as well as available for sign ups in general
Enabled auto retry on database update failed (web portal)
‘Business Partner Account Administrator’ users will now be created as part of creating a BP record in the web portal
‘BP Account Managers’ can now only see their own sites in the portal unless they are a ‘Business Partner Account Administrator’
Changed the document automation portal to allow multiple email addresses per email field (in the web portal)
Added an interactive tutorial to the document processing screen (Accessible via the Sage help button on the form)

Date applied: January 31, 2024

221.0.58

Issues Resolved

Resolved some potential object disposed exceptions when closing the processing screen immediately after its opened
Added validation to the exchange settings form to ensure the admin email address is not the same as the inbox email address
Changed the web api service extension to validate its not sending emails to the inbox its monitoring

Change in Functionality

Changed the Document Drop form to filter out document types are not relevant
Changed the PDF toolbar on the document processing screen to be off by default with a button to toggle its visibility

Date applied: January 24, 2024

221.0.57

New Features

Added maintenance grids to the customer maintenance screen to show mappings for items, units, additional charges and vat codes

Added customer Item code to customer unit of measure mappings

Changed the default form recognizer version to 2023.07.31 for new sites

Issues Resolved

Resolved an issue in PO to SO processing where the an incorrect setting was being checked to confirm if multiple pricing units was enabled

Date applied: January 23, 2024

221.0.56

Issues Resolved

Improved the memory usage of the document processing screen
Resolved a performance issue when loading the document processing screen where one SQL query was being executed per row
Added in some additional logic for credit note detection, now if the document type cannot be validated using only the words ‘Invoice’ and ‘Credit Note’, a subsequent check will be used for the word ‘Credit’ only.

Change in Functionality

Built retry logic into the azure web Api

Date applied: January 11, 2024

221.0.55

Issues Resolved

Resolved an intermittent object reference not set error that could occur on the supplier transaction enquiry form
Resolved an issue in the database upgrade routine where details copied from the old distribution invoice report would not be copied across to the new one
Added code to handle name resolution errors in the Exchange service
Changed some of the warning messages to informational messages if they are not important (eg Document Automation not configured in company xxx, Document Type not configured. etc.)
Resolved an issue in the Exchange service where attempts to authenticate with exchange would not retry indefinitely because the task was in a faulted state
Changed the wording of the received invoice images only setting to receive attachments rather than images.
CIS Invoices will now be treated as invalid, however a flag will be set to force manually processing for CIS Invoices
Resolved an error on the view batch item history details form where an error would be displayed when switching to the archived tab
Changed the invoice processing screen to add the invoice/credit number into the nominal narrative if Sicon projects is installed
Changed invoice and credit matching to always tick the PO if there is one PO to match and the invoice matches the outstanding value of the PO

Change in Functionality

Added a new node to the validation of invoice numbers to show if the Received Images Only setting is enabled.
Added the ability to drill into invalid items to see the validation summary

Added invalid field highlighting on the processing screen
Improved the visibility of selected menu options in document automation

Improved the look of drop down menus in document automation

Date applied: December 18, 2023

221.0.54

Important Info

Updated the data model
Changed SL and PL Posted and historical X tables to include all documents linked to the entity
Changed SL and PL Transaction enquiry to show all documents linked to an invoice or credit, not just order/return

Issues Resolved

Added error handling to the culture drop down list to ensure an error is displayed and the form continues to load
Resolved an issue where the cultures drop down was serializing the data source in to the designer
Added an upgrade routine to fix duplicate SiconDMSDistReportCriteria records
Resolved an issue with the SiconDMSDistReportCriteriaFactory where it was filtering by an incorrect ID which caused duplicate records to be created on database upgrades
Resolved an issue in the X table stored procedures where they were not getting the total document count per entity, only the count of the first document type found

Change in Functionality

Added AnalysisCodes 1-10 to Distribution for Proforma’s, Quotes and Order Acknowledgements
Added ‘Invoice’ Document type to the SOP Order Entity
Added ‘Credit Note’ to the SOP Return Entity

Date applied: December 5, 2023

221.0.53

Important Info

Consolidated 211, 220 and 221 into the same branch (All versions now have document automation and the same feature set)

Issues Resolved

Changed the max number of concurrent connections to exchange to 100
Resolved an issue where the selected orders would be lost if the user cancels out of the amend selected orders screen
Resolved an issue recording purchase invoices with no lines when an error message would be displayed when no matched lines were present
Resolved an issue where analysis codes would not be replaced in despatch note email templates
Fixed some minor spelling mistakes in code
Resolved an issue in the file access factory where an error would be displayed if trying to copy a target file to the same location as its source

Change in Functionality

Added a button to the email templates form to fix duplicate templates and templates that are linked to deleted records

Date applied: December 5, 2023

221.0.52

Issues Resolved

Resolved an issue where some parsed dates could have time zone information in and some not
Resolved an issue where recording an invoice with only an additional charge line on would not allow the invoice to be posted
Resolved an issue when recording invoices where new document automation was checking a legacy document automation setting
Resolved an issue when recording a purchase invoice where an error would be displayed when selecting additional orders where the current invoice items did not have a GRN.
Resolved an issue with the courier message service where it was checking whether it was enabled in the default company
Resolved an issue where Vat numbers in the format (GB) XXX XXX XXX would not be detected
Resolved an issue where narrative override would not work for POP invoices in some cases

Change in Functionality

Added Due date validation to invoices
Added Line Narrative to Invoice/Credit Model
Added the ability to train / edit nominal narrative against invoice lines, this will be appended onto the existing narrative

Date applied: November 22, 2023

221.0.51

Issues Resolved

Resolved an issue on the invoice/credit entry screens where the check duplicate reference buttons would not detect the date had been changed
Re-Implemented ‘Document Page Kind’ on the web service for backwards compatibility
Resolved an issue in the web portal where the pager buttons on the statistics list would navigate back to the sites index rather than the next/previous page of the current list

Change in Functionality

Added the ability to edit the training on documents that already have been processed and exist in a model

Added the ability to configure the Form Recognizer Endpoint URL to use when in development
Added trend arrows to the document automation statistics list in the web portal

Date applied: November 14, 2023

221.0.50

Important Info

Bundles are now consumed based on the operation being performed
- Read: 1
- Re-Read: 1
- Analyze Layout: 1
- Re-Analyze Layout: 1
- Recognize Content: 0
- Re-Recognize Content: 1

One document with a basic read + recognize content will consume one bundle, any advanced options such as table extraction will consume another bundle. Re-Reading or Re-Extracting will consume another bundle.

Issues Resolved

Resolved an issue where the values being entered into the record invoice/credit where not taking into account buying and pricing units
Resolved an issue when checking for outstanding order/line value where the pricing unit multiple was not being taken into account
Resolved an issue on the model list form where the model details would not refresh in the right panel after training a model
Resolved an issue where the invoice due date was not being set for invoices and credits

Change in Functionality

Model details will now be shown for failed request exceptions
When training an existing model, the new model is retrained with the same model ID
Added additional validation to net/vat/gross amounts to highlight if they may have been entered in the wrong boxes
When emailing documents from the document preview form it will attempt to use the original filename for the attachment (when saving)
Added a new button to the document training form to analyse the tables

Added options to the drop panel form to set the analyse operation to use

Changed the system to do a basic read of the document by default rather than a full layout extraction

Date applied: November 13, 2023

221.0.49

Important Info

Added Api version to the document model table
Added model expiration date to the document model table
Upgraded form recognizer api to 4.1.0 (Api Version 2023-07-31) (currently still using old api version for existing sites)

Issues Resolved

Resolved an issue when checking for outstanding order/line value where the buying unit multiple was not being taken into account
Reduced the folder path length for model training
Resolved an issue when amending selected orders where previously selected items would still be considered selected in memory
Resolved an issue with the Amend Selected Orders button where the prices and GRN statuses would be lost when the orders are re-selected
Resolved an issue where Vat would not be calculated for Purchase Services ROW (Reverse Charge) EC Terms
Resolved an issue where Vat would not be calculated for Reverse Charge Purchase EC Terms

Change in Functionality

Added the ability to specify the api version to use in the document automation service.
Improved highlighting of existing labels on a document
Added an option to the model list form to re-train all expired models

Date applied: October 31, 2023

221.0.48

New Features

Added the ability to send out automated summary emails for document automation ( server side – no updates required )

Issues Resolved

Resolved an issue with projects where the scroll bar would not appear on the project analysis tab on invoice entry
Fixed an issue with the account field for send on behalf being null in Document Distribution
Added new method for getting email address from a outlook address book by name/address and send on behalf now sets the mail item property to the mail box email address, in Document Distribution

Date applied: October 31, 2023

221.0.47

Issues Resolved

Changed legacy document automation to not post the invoice is projects is installed
Added additional validation to the convert PDF to image instrument to check there is text within the document to convert (to avoid double conversion)
Resolved an issue when converting a PDF to an image where the document could be converted twice during an layout and a recognize operation causing scaling issues
Changed policies to allow users to change their own password (document automation web portal)
Resolved issue where Outlook was prompting for login during the loading of settings form
Resolved issue where an error message was being shown when failing to connect to Outlook while loading the settings form

Change in Functionality

The Document Distribution ‘Disable standard Sage print button’ setting now checks whether the Document Distribution Reports module has an assigned role in the ‘Contact Role for Email’ before the print button is hidden.

Date applied: October 17, 2023

221.0.46

Issues Resolved

Resolved an issue where exchange page offset was causing some unread items to be skipped
Added functionality to set affinity override settings to the exchange integration so the subscriptions are not moved between instances
Added additional logging to the exchange integration
Resolved an issue with Web Api Controllers where they would cause the Sage Web Portal not to load due to a Newtonsoft.Json dll version error
Resolved an issue where the exchange item id filter was not case sensitive
Resolved an issue with the invalid emails not being attached when not processed in document automation
Changed Unit Price validation message to 5 decimal places

Change in Functionality

Added progress bar when checking bundle usage
Changed the exchange URL to default to https://outlook.office365.com/EWS/Exchange.asmx

Date applied: October 13, 2023

221.0.45

Resolved an issue where exchange Uri was not being set from settings

Date applied: September 26, 2023

221.0.44

Added a new setting to define the Exchange URL manually. If configured, Auto Discover will not be used when connecting to exchange.
I have removed the old txt box and replaced it with a drop down list of all available emails. and have added a message that says if the email failed to send from the selected address.

Date applied: September 26, 2023

221.0.43

New Features

Implemented a new line matching system which is much more accurate. Each line will attempt to match based on a number of parameters and given a score

Issues Resolved

Changed Unit Price validation message to 5 decimal places
Fixed minor spelling issue in validation error message
Resolved an issue with PO matching where only the first line would tick in some instances
Changed the exchange connection to retry functions indefinitely rather than 15 times
Resolved an issue in the model update instrument where it was including documents excluded from model in the count
Resolved an issue when saving document automation documents where it would try to add the document to the model if not in training mode
Added additional checks when parsing numbers in document automation to exclude all unsupported characters
Resolved an issue where PDF files that had 90 degree rotation would render with extracted fields aligned incorrectly
Changed the Document validation list to remove carriage returns and line feeds

Date applied: September 26, 2023

221.0.42

Added handling for ServerBusyExceptions when renewing the connection
Resolved an issue where processing POP credit notes in manual mode would open the record purchase invoice screen
Improved error message when skipping email
Added handling for exchange item paging.
Changed the exchange integration to abort out of the current processing loop if the exchange disconnect occurs, it will then process unread mail again after reconnecting
Changed the exchange integration to retry 15 times over 15 minutes when trying to authenticate with exchange
Added additional handling to the exchange service to ensure the same item is not processed for a single iteration
Improved error reporting for exchange auto discover
Added Re-try logic into the exchange reconnect method when the subscription disconnects
Replaced the multi select popup list text box with the one in common
Document Automation will now page through emails rather than loading all unread emails in one go
Resolved an issue in document automation where the number of emails read from the inbox would be based on the number of unread items, but the emails may not be unread if moved in the inbox.
Document automation will now create separate folders in the inbox to store processed emails, one for successful emails and one for failed emails
Replaced the multi select popup list text box with the one in common
Added Re-try logic into the exchange reconnect method when the subscription disconnects

Date applied: September 21, 2023

221.0.40

Issues Resolved

Added Re-try logic into the exchange reconnect method when the subscription disconnects
Replaced the multi select popup list text box with the one in common
Document Automation will now page through emails rather than loading all unread emails in one go
resolved an issue in document automation where the number of emails read from the inbox would be based on the number of unread items, but the emails may not be unread if moved in the inbox.

Change in Functionality

Document automation will now create separate folders in the inbox to store processed emails, one for successful emails and one for failed emails

Date applied: September 8, 2023

221.0.39

Issues Resolved

Rebuilt the data model – Resolves an issue with the ‘ManuallyProcessed’ flag missing
Improved error reporting in the backend services and client when performing a recognize or analzye operation
Resolved an issue where the edit/train/view model buttons would not work on the processing screen if the document failed to train or recognize
Changed POP Order Line variance checking to not remove the discount percent from the total value by default (as its normally already included in the total)

Change in Functionality

When no vat code is trained on an invoice or credit, the vat will be calculated automatically based on the default vat code on the trader account
When only a single total field is trained, the other two fields will now be calculated using the traders default vat rate ( Vat, Net, or Gross )
Added a new document preview control when recording POP invoices/credits through document automation
Added a new document preview control when recording PL invoices/credits through document automation

Date applied: August 25, 2023

221.0.38

Added custom string content handling for integers and decimals to strip out invalid characters
Resolved an issue in document automation where carriage trained on an invoice would appear on the record purchase invoice screen, but not on the invoice posting screen so the carriage value was missing when posting
Fixed an issue where opening the Documents Settings screen could force Outlook logins if applicable

Date applied: August 18, 2023

221.0.37

Important Info

The convert text PDF to Image PDF azure endpoint will now return an http 410 status gone to indicate it has been permamently removed.

Issues Resolved

When numbers are parsed in document automation, ‘ will be replaced with ’ which is the correct character
Improved the validation for line total net value where it would attempt to determine the number of decimal places to round to
added a check that catches errors if outlook isn’t signed in
Previously processed emails will no longer be processed again even if they are unread
Removed Cognitive credits used from the automation settings form and replaced them with bundles remaining
Changed default image upscale factor to 2 from 4 in document automation
Created a new instrument to convert text PDFs to Image PDFs using pure devexpress classes to remove the dependancy on patagames pdf library

Change in Functionality

Consolidated Context Menu Items into groups on the processing screen to stop the menu going off the edge of the screen on smaller resolutions

Date applied: August 15, 2023

221.0.36

Issues Resolved

Document Carriage value will now be added to the net value when checking variance
Carriage returns and line feeds will now be excluded from string fields by default (all except item description)
When processing a foreign currently through document automation the exchange rate controls will now be enabled

Change in Functionality

Added the ability to view the Order/Return from the lines grid in document processing
Added the ability to edit site details via the document automation portal
Increased the document automation new bundle count limit
The document bundle info banner will no longer re-appear after its dismissed by a user
Changed the test exchange button in document automation settings to show the full URL and not just the local path

Date applied: August 15, 2023

221.0.35

Issues Resolved

Improved exchange connection resilience by building in retries when reconnecting
improved error reporting in the web api extension
Legacy document automation will now pass off to Sicon Projects when recording PO Invoices
Improved memory usage of the document automation processing screen. Memory used will be around 50% less

Change in Functionality

Added a message to the document drop form to show remaining document bundles

Added a toggle to the validation list on document automation to show invalid items only

Date applied: August 2, 2023

221.0.34

Issues Resolved

Resolved an issue where carriage lines would not be auto selected on the record purchase invoice screen

Change in Functionality

Added the ability to filter the document processing screen by customer and supplier analysis codes

Date applied: July 18, 2023

221.0.33

Resolved an issue where discount percent could not be read if it contained a % symbol
Resolve an issue where carriage on an invoice would cause validation to fail and not be included in the net value when posted

Date applied: July 18, 2023

221.0.32

Resolved an Issue where adding documents in the transaction enquiry screen could cause the list to re-order due to Sage filtering

Date applied: July 13, 2023

221.0.30

Important Info

Upgraded branch to have all new pre-release features

Issues Resolved

Added error handling to the settings page for when outlook is not installed
Resolved an issue with the model tab not loading if the current document was not in the model
Removed ModelJson from the DocumentProcessingView to save on memory
Changed document automation to not force manual processing for invoices with carriage value if the carriage line was selected automatically
Added better error handing on the save and train model button
Changed trader identification to check paragraphs for identification info in addition to words and lines
Improved the check for overlapping lables to say which labels are overlapping
Discount Percent will now be included in the validation for totals and variance
Resolved an issue where unit prices were being rounded to 2 decimal places rather than 5
Made the Tip on the Drag and Drop documents form dismissible permanently
Resolved an issue with transaction date validation where the date suffix would not validate if it was in captital letters

Change in Functionality

Added shortcut button to transaction enquiry from the invoice recording screens in document automation
Added overlapping labels message to the tooltips
Added highlighting for overlapping labels
Carriage lines will now be auto selected if possible (based on carriage value on the invoice)
Added validation to the document drop form to check bundle availability
Added the ability to scroll and zoom the document while in training mode with element selection enabled, when the mouse wheel is scrolled, if left Control is held then the document will zoom instead
Added a validation summary to the document drop form that appears if any documents added had validation issues
Added a setting for the number of bundles remaining before a warning message is shown

Date applied: June 22, 2023

221.0.29

Removed the scripts for Post Customer/Supplier validations and moved the messaging code to the client initiator
Resolved an issue with PO matching where validation and items would be ticked if a line appeared on an invoice with 0 quantity
Resolved an issue with POP Line matching where a line would not be flagged as matched when the item code matches
Added exception handling for directory not found exceptions
Resolved an issue where single line calloff orders would not be ticked when processing

Date applied: June 22, 2023

221.0.28

Important Info

The users View rights will now be checked in document automation, if the user cant view all documents the assigned to drop down will be fixed to the current user

Issues Resolved

Added validation for multiple pricing and selling unit settings on the product group when processing purchase orders to sales orders
Resolved an issue where a timeout would occur when processing PO to SO in automatic mode
Resolved an issue where invoice lines would not be selected during POP matching if there were no lines trained on the document but item line extraction was enabled for the supplier
Resolved an issue with POP matching where the discount percent was not being applied to the unit price
The Delete Documents permission will now be checked in document automation
The Processing Log will now be automatically cleared without prompting the user
Added Large Object Heap Compression to save memory when closing the document automation processing form

Change in Functionality

Added the ability to train the overall carriage amount which will be used when comparing the total net value of the lines vs the net value of the invoice
Added ‘Carriage Charge’ as a field on invoices and Credits
Added a local setting to disable checking for new documents in the background
Invoice/Credit document types added to valuations will now be posted to the invoice/credit that is posted.
Added ‘Invoice’ Document Type to Supplier Validation
Added ‘Credit Note’ Document Type to Supplier Validation
Added ‘Invoice’ Document Type to Customer Validation
Added ‘Credit Note’ Document Type to Customer Validation

Date applied: June 12, 2023

221.0.27

Important Info

Added AssignedUser to the SiconDMSAutoDocument table
Added AssignedDate to the SiconDMSAutoDocument table

Issues Resolved

Added additional validation for call-off orders to treat the invoice as invalid if the unit price of the first line is not £1.00
Added additional validation for call-off orders to treat the invoice as invalid if there is more than one line on there
Resolved an issue matching to call-off orders with multiple lines when item line extraction was not enabled where all lines would be set to the invoice total
Changed the Order of the buttons over the document preview form to make the Account button more prominent
Resolved an issue in the popup context menu where ‘View/Amend return’ items would be enabled for invoices
Resolved an issue with rounding when checking variance when there is a discount percent on the PO line
Resolved an issue with the Project Selection Control not updating the backing field

Change in Functionality

Added additional menu items to the query document button to assign/unassign
Added a separate form and menu items to assign/unassign documents
Added the ability to assign/unassign a document when a document is put on query or take off query
Added column visibility options for assigned date and user
Added a button to the processing list column settings form to restore column order to default
Column order for the documents and lines grids will now be remembered in document automation

Date applied: June 6, 2023

221.0.26

Issues Resolved

Resolved an issue where PDF files that had 270 degree rotation would render with extracted fields aligned incorrectly
Resolved an issue where the list data source would be cleared when validating
Turned off causes validation for new drop down controls
The settings manager will now catch duplicate setting exceptions and reload the settings automatically
Resolved an issue where pop lines would not be auto selected for value invoices when line matching was enabled
change document automation to only use persistent object transactions when not manually processing
Changed document automation loading to read uncommitted
Resolved an issue with warehouse validation in document automation where it was using the stock code on the invoice and not the stock code it was mapped to

Change in Functionality

Added drop down controls for Order/Return No, Project and Project Header
Added a button to access the automation settings form from the processing form

Date applied: June 6, 2023

221.0.25