Documents v22

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.

Please note: Release notes for Sicon v221 also apply to this version; please refer to the v221 release notes for content.

Release notes:

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220.0.18

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

Date applied: March 3, 2023

220.0.16

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

220.0.15

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

220.0.14

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

Date applied: December 13, 2022

220.0.13

Issues Resolved
Issues Resolved
  • We have made the flag used for disputed invoices configurable. We previously locked down the ‘D’ flag but this can now me changed.
  • Document distribution – buttons to add header pages preview and background preview are now visible again.

Date applied: December 7, 2022

220.0.12

Issues Resolved
Issues Resolved
  • Fixed an issue with document count views, where sales orders would not be counted under certain circumstances.
  • Document automation – Can now change the supplier ref once it has automatically filled in box – in some instances the incorrect supplier ref was being populated and then difficult to deal with.

Date applied: November 22, 2022

220.0.10

Issues Resolved
Issues Resolved
  • We have made the flag for disputed invoices in documents configurable for occasions where disputed invoices are not being used. Previously the ‘D’ flag would be used and you wouldn’t be able to remove this manually which would cause a problem. You can now configure the flag to a character of your choice to stop this.

Date applied: November 2, 2022

220.0.9

Issues Resolved
Issues Resolved
  • Resolved an issue where reverse tax codes logic didn’t work when manually processing

Date applied: October 18, 2022

220.0.8

Issues Resolved
Issues Resolved
  • Added VAT handling for CIS Reverse Charge in Document Automation.
  • Document distribution settings now saving when changing the outlook option.
  • Resolved an issue in document distribution where if you set the outlook option to send immediately it wouldn’t include the body set in the email template.

Date applied: September 13, 2022

220.0.7

Issues Resolved
Issues Resolved

Document automation- When you use the Amend Selected Orders button during manual verification it is no longer resetting all currently selected Order items when adding new orders.

Date applied: August 2, 2022

220.0.6

Issues Resolved
Issues Resolved
  • Added tax code 18 functionality into Document Automation.
  • Fixed selected invoice row not being fully highlighted in Process Invoice.

Date applied: July 19, 2022

220.0.5

Issues Resolved
Issues Resolved

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

Date applied: July 12, 2022

220.1.2

Issues Resolved
Issues Resolved
  • Resolved an Issue with Document Automation Validation, when Validate Purchase Orders have GRN and Item Line Extraction are both enabled.
  • Fixed NullReferenceException when a Document Sage User has not been configured.

Date applied: July 1, 2022

220.0.3

Issues Resolved Hot Fix Enhancements
Issues Resolved
  • Resolved an issue with invoices not being validated when line extraction is enabled and no lines can be matched.
  • Resolved an issue with failing to Re-index Document against the posted purchase account entry within the Purchase Rapid Invoice Form.
Change in Functionality
  • Added a setting option to turn on or off Line Validation if Invoice Matches Outstanding Value.
  • Added a check to see if the client has failed to connect to the Sicon Web API.

Date applied: June 28, 2022

220.0.2

Issues Resolved
Issues Resolved
  • Resolved an issue with Retention History Grids, when the user level is set to None a big red X would appear across the grid.
  • Resolved an issue with history retention form crashing when trying to load retentions

Date applied: June 17, 2022

220.0.1

Issues Resolved Hot Fix Enhancements
Issues Resolved
  • Fixed users being able to change or remove invoice an credit items while there being updated
  • Document teleletry will now be uploaded for data prior to 1st feb 2022 (one off)
  • Document usage will now be checked based on our web api
  • Added error handling Sage.ObjectStore.ObjectNotFoundException in AmendSuggestedPaymentsform to avoid blue screen when the object is not found.
  • Removed DevExpress assembly requirements from addon package
  • Resolved an error when printing customer statements where it was not compatible with Sage 2022 R2
  • Created an index on the SOPIvnoiceCredit (SI_IX_SOPInvoiceCredit_SecondReference) table to improve the performance of the Sales Ledger Transaction Enquiry screen (resolves timeouts)
  • Resolved an issue when seding documents through document distribution where an error would be displayed if both send immediately and include signature was enabled
  • Added a background setting to specify the Sicon Web Api URL
  • Added additional validation to item line extraction to check the net sum of the lines matches the net sum of the invoice
  • Resolved an issue where the customer statement reports would not run through document distribution
  • Resolved an issue on the customer statements form where it was always generating html email statements whether it was ticked or not
  • Added handling for an object reference not set error on the generate payments form
  • Added handling on the enter new supplier account form for object reference errors when document automation is enabled
  • Resolved an issue where the item total net value was being checked even when item line extraction was not enabled
  • Resolved an issue in document automation where PO invoices could fail to post if there was a rounding difference in the Vat amount
  • Changed document automation to trim whitespace from the line field extraction when the field is loaded
  • Changed the Upgrade DBScript to use a different ID for the upgrade version setting in common
  • Updated the objectstore view extensions for compatibility with Sage 200c 2018 Summer Enhancements
  • Fixed issue with validating discounted item value when using percentages in Process Invoices
  • Resolved an issue on the print credit notes form in the invoicing module where an object reference not set error would be displayed when emailing
Change in Functionality
  • Added the ability to auto train a table based on the first row
  • Added the ability to clear a full row of data in the lines grid
  • Added a SQL statement to insert the last upgrade date and time into a common table

Date applied: June 10, 2022

220.1.1

Issues Resolved Pre-release Hot Fix Enhancements

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

Issues Resolved
  • Document telemetry will now be uploaded for data prior to 1st feb 2022 (one off)
  • Document usage will now be checked based on our web api
  • Removed DevExpress assembly requirements from addon package
  • Added error handling Sage.ObjectStore.ObjectNotFoundException in AmendSuggestedPaymentsform to avoid blue screen when the object is not found.
  • Resolved an error when printing customer statements where it was not compatible with Sage 2022 R2
  • Fixed users being able to change or remove invoice an credit items while there being updated
  • Created an index on the SOPIvnoiceCredit (SI_IX_SOPInvoiceCredit_SecondReference) table to improve the performance of the Sales Ledger Transaction Enquiry screen (resolves timeouts)
  • Added handling for cross thread calls on the transaction enquiry form
  • Added a background setting to specify the Sicon Web Api URL
  • Resolved an issue when sending documents through document distribution where an error would be displayed if both send immediately and include signature was enabled
  • Resolved an issue where the customer statement reports would not run through document distribution
  • Added additional validation to item line extraction to check the net sum of the lines matches the net sum of the invoice
  • Resolved an issue on the customer statements form where it was always generating html email statements whether it was ticked or not
  • Added hanlding for an object reference not set error on the generate payments form
  • Added handling on the enter new supplier account form for object reference errors when document automation is enabled
  • Resolved an issue where the item total net value was being checked even when item line extraction was not enabled
  • Resolved an issue in document automation where PO invoices could fail to post if there was a rounding difference in the Vat amount
  • Added a SQL statement to insert the last upgrade date and time into a common table
  • Resolved an issue on the print credit notes form in the invoicing module where an object reference not set error would be displayed when emailing
  • Changed document automation to trim whitespace from the line field extraction when the field is loaded
  • Changed the Upgrade DBScript to use a different ID for the upgrade version setting in common
  • Fixed issue with validating discounted item value when using percentages in Process Invoices
  • Updated the objectstore view extensions for compatibility with Sage 200c 2018 Summer Enhancements
Change in Functionality
  • Added the ability to auto train a table based on the first row
  • Added a Distribution Report Previewer button
  • Added the ability to clear a full row of data in the lines grid
  • Added Sales and Purchases Ledgers document import forms.
  • Added the ability to specify a Outlook from email address.
  • Added the ability to attach documents to CRM cases

Date applied: June 9, 2022

220.0.0.11

Issues Resolved
Issues Resolved
  • Resolved an issue on the print credit notes form in the invoicing module where an object reference not set error would be displayed when emailing.

Date applied: June 9, 2022

220.0.0.10

Issues Resolved
Issues Resolved
  • Changed document automation to trim whitespace from the line field extraction when the field is loaded.
  • Updated the objectstore view extensions for compatibility with Sage 200c 2018 Summer Enhancements.
  • Fixed issue with validating discounted item value when using percentages in Process Invoices.

Date applied: June 9, 2022

220.1.0.8

Issues Resolved Pre-release

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

Issues Resolved
  • Resolved an issue in document automation where PO invoices could fail to post if there was a rounding difference in the Vat amount
  • Added a SQL statement to insert the last upgrade date and time into a common table

Date applied: May 19, 2022

220.1.0.7

Issues Resolved Pre-release

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

Issues Resolved
  • Resolved an issue on the customer statements form where it was always generating html email statements whether it was ticked or not
  • Added handling for an object reference not set error on the generate payments form
  • Added handling on the enter new supplier account form for object reference errors when document automation is enabled
  • Resolved an issue where the item total net value was being checked even when item line extraction was not enabled

Date applied: May 19, 2022

220.1.0.6

Issues Resolved Pre-release

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

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

Date applied: May 19, 2022

220.1.0.5

Issues Resolved Pre-release

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

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

Date applied: May 19, 2022

220.1.0.4

New Features Pre-release

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

New Features
  • Added the ability to specify an Outlook from email address.
  • Added the ability to attach documents to CRM cases

Date applied: May 19, 2022

220.1.0.3

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

Date applied: May 19, 2022

220.1.0.2

Issues Resolved New Features Pre-release

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

New Features
  • Added a Distribution Report Previewer button
Issues Resolved
  • Removed DevExpress assembly requirements from addon package
  • Added error handling Sage.ObjectStore.ObjectNotFoundException in AmendSuggestedPaymentsform to avoid blue screen when the object is not found.
  • Resolved an error when printing customer statements where it was not compatible with Sage 2022 R2
  • Fixed users being able to change or remove invoice an credit items while there being updated

Date applied: May 19, 2022

220.0.0.9

Issues Resolved
Issues Resolved
  • Resolved an issue in document automation where PO invoices could fail to post if there was a rounding difference in the Vat amount
  • Added a SQL statement to insert the last upgrade date and time into a common table

Date applied: May 19, 2022

220.0.0.8

Issues Resolved
Issues Resolved
  • Resolved an issue on the customer statements form where it was always generating html email statements whether it was ticked or not
  • Added handling for an object reference not set error on the generate payments form
  • Added handling on the enter new supplier account form for object reference errors when document automation is enabled
  • Resolved an issue where the item total net value was being checked even when item line extraction was not enabled

Date applied: May 19, 2022

220.0.0.7

Issues Resolved
Issues Resolved
  • Resolved an issue where the customer statement reports would not run through document distribution

Date applied: May 6, 2022

220.0.0.6

Issues Resolved
Issues Resolved
  • Added additional validation to item line extraction to check the net sum of the lines matches the net sum of the invoice

Date applied: May 6, 2022

220.0.0.5

Issues Resolved
Issues Resolved
  • Added a background setting to specify the Sicon Web Api URL to use in Document Automation

Date applied: May 6, 2022

220.0.0.4

Issues Resolved
Issues Resolved
  • Resolved an issue when sending documents through document distribution where an error would be displayed if both send immediately and include signature was enabled

Date applied: May 6, 2022

220.0.0.3

Issues Resolved
Issues Resolved
  • Created an index on the SOPIvnoiceCredit (SI_IX_SOPInvoiceCredit_SecondReference) table to improve the performance of the Sales Ledger Transaction Enquiry screen (resolves timeouts)

Date applied: May 6, 2022

220.0.0.2

Issues Resolved
Issues Resolved
  • Added error handling Sage.ObjectStore.ObjectNotFoundException in Amend Suggested Payments form to avoid blue screen when the object is not found.
  • Removed DevExpress assembly requirements from addon package
  • Resolved an error when printing customer statements where it was not compatible with Sage 2022 R2

Date applied: April 21, 2022

220.1.0.1

Pre-release Important

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

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

Date applied: April 13, 2022

220.0.0.1

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

Date applied: April 13, 2022

220.1.0

Issues Resolved New Features Pre-release

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

New Features
  • Added a new setting that can be found in the Document Distribution tab within the Sicon Document Settings form, which is used to disable the standard Sage print buttons.
  • Added a view and add document button to the Sicon Construction Retention History form.
Issues Resolved
  • Resolved an issue with being able to edit or remove a invoice or credit item while its being updated on the Process Invoice form.
  • Updated all Projects Factories to use the ones in Sicon Projects.
  • Resolved an issue when trying to view documents with the view doc button on the Amend Return form.
  • Resolved an issue when trying to add documents with the add doc button on the Amend Quotations form.
  • Updated the help button to point to the correct help and user guide.

Date applied: April 8, 2022