Documents v22.1

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.

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221.0.61

Issues Resolved Hot Fix Enhancements Important
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)

Hot Fix Enhancements
  • 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

Issues Resolved New Features
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
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 Hot Fix Enhancements
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

Hot Fix Enhancements
  • 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

Issues Resolved New Features
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 Hot Fix Enhancements
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.

Hot Fix Enhancements
  • Built retry logic into the azure web Api

Date applied: January 11, 2024

221.0.55

Issues Resolved Hot Fix Enhancements
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

Hot Fix Enhancements
  • 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

Issues Resolved Hot Fix Enhancements Important
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

Hot Fix Enhancements
  • 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

Issues Resolved Hot Fix Enhancements Important
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

Hot Fix Enhancements
  • 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 Hot Fix Enhancements
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

Hot Fix Enhancements
  • 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 Hot Fix Enhancements
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

Hot Fix Enhancements
  • 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

Issues Resolved Hot Fix Enhancements Important
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

Hot Fix Enhancements
  • 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

Issues Resolved Hot Fix Enhancements Important
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

Hot Fix Enhancements
  • 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

Issues Resolved New Features
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 Hot Fix Enhancements
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

Hot Fix Enhancements
  • 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 Hot Fix Enhancements
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

Hot Fix Enhancements
  • 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

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

Date applied: September 26, 2023

221.0.44

Issues Resolved
Issues Resolved
  • 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

Issues Resolved New Features
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

Issues Resolved
Issues Resolved
  •     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

221.040

Issues Resolved Hot Fix Enhancements
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.

Hot Fix Enhancements
  • 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 Hot Fix Enhancements
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)

Hot Fix Enhancements
  • 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

Issues Resolved
Issues Resolved
  • 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

Issues Resolved Hot Fix Enhancements Important
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

Hot Fix Enhancements
  • 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 Hot Fix Enhancements
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

Hot Fix Enhancements
  • 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 Hot Fix Enhancements
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

Hot Fix Enhancements
  • 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 Hot Fix Enhancements
Issues Resolved
  • Resolved an issue where carriage lines would not be auto selected on the record purchase invoice screen

Hot Fix Enhancements
  • Added the ability to filter the document processing screen by customer and supplier analysis codes

Date applied: July 18, 2023

221.0.33

Issues Resolved
Issues Resolved
  • 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

Issues Resolved
Issues Resolved
  • 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

Issues Resolved Hot Fix Enhancements Important
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

Hot Fix Enhancements
  • 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

Issues Resolved
Issues Resolved
  • 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

Issues Resolved Hot Fix Enhancements Important
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

Hot Fix Enhancements
  • 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

Issues Resolved Hot Fix Enhancements Important
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

Hot Fix Enhancements
  • 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 Hot Fix Enhancements
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

Hot Fix Enhancements
  • 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

Issues Resolved Hot Fix Enhancements
Issues Resolved
  • Removed the Sign Up Button from legacy document automation
  • Removed all SiconAI domains from cogidocs
  • Added better error handling to the FadeListItem extension method

Hot Fix Enhancements
  • Added a toolbar item to the document processing and viewing screen to toggle between rendering the pdf with Direct X or not, this setting will be remembered per machine.

Date applied: June 6, 2023

221.0.24

Issues Resolved
Issues Resolved
  • Resolved a memory leak where objects are left in memory after the processing screen is closed

Date applied: May 15, 2023

221.0.23

Issues Resolved Important
Important Info
  • Added ‘ProcessedManually’ column to the ‘SiconDMSAutoDocument’ table. (null = not processed, true = processed manually, false = processed automatically)
  • Changed the POP invoice matching process to be handled by Projects when Projects is installed (Requires update to Sicon Projects)
  • Disabled WAP integration for document automation

Issues Resolved
  • Updated the data model
  • Resolved an issue where documents would not re-validate after local field extraction
  • Changed all Supplier and Customer maintenance and enquiry form launching to use Form Arguments rather than the business objects
  • Resolved a null reference exception that occurred in the Sage SDK when loading paged data in document automation
  • Improved the no model created warning message

Date applied: May 2, 2023

221.0.22

Issues Resolved Hot Fix Enhancements
Issues Resolved
  • Updated the data model to include all tables
  • Resolved an issue when identifying accounts during labelling or viewing a document where it would not update with a new account
  • Updated Purchase Order Factory Job Posting Method
  • Downgraded asp.net web api assemblies to 5.2.3
  • Resolved an issue when labelling document lines where a value in a table on the first page could be lost when labelling a value in a table on subsequent pages
  • Resolved an issue processing project transactions in Auto Mode where a nominal reconciliation message would be displayed for delivery lines

Hot Fix Enhancements
  • Added a new Tip to advise the new version of document automation is available. this will be visible on legacy document automation forms until dismissed

Date applied: May 2, 2023

221.0.21

Issues Resolved New Features
New Features

– Added tick boxes to the model documents form to allow specific documents to be excluded from the model easily


Issues Resolved

– Improved display of validation for lines that do not require goods received
– Added a mechanism to the log list on processing to warn the user the log will be cleared when reaching 1000 items
– Changed invoice validation to only require the net or gross if the trader default vat code is a 0% rate
– Further memory improvements
– Removed all preview feature banners for document automation
– Added supports for Parsing Dates with day suffixes (st,nd,rd,th)
– Resolved an memory leak related to context menu events in document processing


Date applied: April 21, 2023

221.0.20

Issues Resolved New Features Important
Important Info

– Moved all legacy document automation settings to a separate settings form


New Features

– Added menu items for new document automation


Issues Resolved

– Improved memory usage of the processing screen
– Changed customer and supplier account forms to show the automation tab for legacy and new depending on what is enabled
– Removed preview features tab from settings
– Removed checking of beta settings since there are now new menu options for new document automation
– Renamed old document automation menu items to legacy
– Resolved an issue in document automation where an object reference not set error would be displayed when processing an invoice with a project
– Completed items will now be shown in a grey colour
– Changed the code that creates Project Analysis items to take the goods and vat values from nominal and tax analysis rather than passed in


Date applied: April 21, 2023

221.0.19

Issues Resolved
Issues Resolved

– Disabled document toolbars for completed documents
– Resolved an issue where completed documents could be re-validated
– Resolved an issue with the validation tab not re-loading after Save and Train Model was clicked
– Increased the MaxAllowedContentLength of the Azure Webservice to accept larger file uploads
– Zero tax on an invoice or credit is now considered valid rather than a warning


Date applied: April 21, 2023

221.0.18

Issues Resolved New Features
New Features

– Added a new Endpoint to the azure web service to convert a PDF to a Tiff, and back to a PDF again

– Added a setting to determine whether price book prices should always be used


Issues Resolved

– Resolved an issue where items would be ticked in POP matching if the invoice did not match the order value
– Disabled Request Size Limit when uploading files for training
– Removed Patagames Pdf dll from addon package
– Resolved an issue where the ‘all lines matched to an order’ validation item would appear when all lines were not successfully matched
– Resolved an issue with the POP matching process where no lines would be selected on the order / GRN if there were no lines on the invoice
– Added validation PO prices match price book prices


Date applied: April 21, 2023

221.0.17

Issues Resolved New Features
New Features

– Added settings to enable trader identification based on EU Vat codes

– Added right click shortcuts to transaction enquiry

– Added the ability to train the delivery address for PO to SO in document automation


Issues Resolved

– Sage permissions are now checked for amend, view and transaction enquiry
– Changed the confidence percent on the fields tab to 2 decimal places
– Added Delivery address fields to the POP to SOP Model


Date applied: April 21, 2023

221.0.16

Issues Resolved
Issues Resolved

– Sage permissions are now checked for amend, view and transaction enquiry
– Added right click shortcuts to transaction enquiry
– Changed the confidence percent on the fields tab to 2 decimal places
– Added Delivery address fields to the POP to SOP Model
– Added the ability to train the delivery address for PO to SO in document automation


Date applied: April 21, 2023

221.0.15

Issues Resolved
Issues Resolved

– Resolved an issue where accounts would not identify if they only had a single piece of fine tuning info
– Resolved an error that could occur when updating supplier or customer vat numbers that are in an odd format
– Improved Vat number matching by excluding spaces
– Resolved an issue where empty lines could be left in labels
– Improved memory usage of the document automation processing form
– Added a max recorders filter to the processing form
– Resolved an issue where the background check for new documents could read all documents rather than just 10


Date applied: April 21, 2023

221.0.14

Issues Resolved
Issues Resolved

– Added checks for max splitter distance width and height when restoring form settings
– Added the ability to move the lines fields to the bottom of the screen when training, viewing or editing a document
– Changed the Order/Return line matching process to match on quantity and unit price, or net value before attempting to match on description
– Complete Order/Return lines are no longer considered in the matching process
– The Fuzzy Matching Threshold will be stored per document and re-used during validation
– Added FuzzyThreshold to the SiconDMSAutoDocument table to store the fuzzy match threshold
– Re-Excluded persistent object transaction from the web api service
– Resolved an issue with invoice credit processing where the check for required documents popup would appear when processing through document automation
– Added toolstrip button to rotate the document and to toggle text selection
– Added the ability to drag emails or attachments directly from outlook into document automation
– Added a tick box to fine tuning configuration to specify whether the regex content should be an exact match
– Changed GRN validation to treat invoices as valid if there is more received qty than the invoice is for (rather than showing a warning and part received validation)
– Resolved an issue with fine tuning trader identification where only the first fine tuning match would be added
– Resolved an issue where the first column of the lines table was not amendable in document edit mode


Date applied: April 21, 2023

221.0.13

Issues Resolved
Issues Resolved
  • Document distribution problem with overrides resolved.

Date applied: March 3, 2023

221.0.9

Issues Resolved
Issues Resolved
  • Document Automation – credit note problem where the reference in the co-ordinator was not being set. It was just putting it in the text box.

Date applied: January 18, 2023

221.0.7

Issues Resolved
Issues Resolved
  • Document distribution – fields set on email template were not being populated when reprinting sales invoices. This has now been corrected.

Date applied: December 21, 2022

221.0.5

Issues Resolved
Issues Resolved
  • Can now change suppliers that have been identified incorrectly.

Date applied: December 13, 2022