Vision33 iDocuments Release Notes (Public Cloud Edition)
Published: Nov 15th, 2023
Overview
This document outlines the updates and work completed that have been inputted into iDocuments during the most recent Vision33 Public Cloud release. These changes are categorized by the following and are explained in detail in the subsequent sections.
Information
Date: November 15th, 2023
Version:
- iDocuments 5.24
- OCR v31
New Features
|
Component |
Area/Page |
Description |
|---|---|---|
|
OCR 31 |
OCR |
PI Line discount percentage now available to be captured (69408) * |
| Expenses | Interfacing | New company setting ‘Expenses To Reverse Qty And Unit Price’ to allow for the reversal when posting as an AP invoice to SAP (69703) |
Fixed Issues
|
Component |
Area/Page |
Description |
|---|---|---|
| Purchasing | Goods Return | After pressing, the issue page refreshes and does not exit. After Close, it has created the issued and a Submitted copy of the Goods Return PI (69475) |
| View All Purchase Orders | Approved PI's and PO's still in Approvers list screen (69559) | |
|
Expenses |
Edit Expense |
Add Expense - Object reference Red Error if user presses delete button before entering anything (68658) |
| General | Automatic Setup | Consultant only function for setting default Group for users now updated (66976) |
Improvements
|
Component |
Area/Page |
Description |
|---|---|---|
| OCR 31 | OCR | OCR Speed improvements for processing times and additional server logging changes (69759) |
| Purchasing | View All Purchase Orders | You cannot GRN this PO error message expanded to include additional information (69316) |
| Edit Purchase Invoice | Payment Terms can now be made mandatory with new Company Setting 'Are Terms Mandatory On PI' (69377) | |
| Edit Purchase Invoice | If user enters Net amount rather than Price for "Service no Qty' the price is now set automatically and Qty is defaulted to 1 (69341) | |
| Edit Landed Costs | Landed Costs now showing related documents (69457) | |
| Add Purchase Order | Header UDF Duplicate error message showing when mandatory and not entered (69469) | |
| Purchasing Reports | Add quantity and price fields to the PO Details report (69978) | |
| Expenses | Edit Expense | The amount on the Expense popup greys out if the user cancels the Type and tries to continue (69153) |
| Sales | Fast Track Order | Quantity per package field column showing readonly information (69467) |
| Fast Track Order | Warehouse codes not showing until Sales Order is saved (69867) | |
| General | View All Purchase Orders | ERP Status field will now show ERP updated throughout, rather than some screens showing ERP and others showing SAP, etc. (69299) |
| Audit Logs | Audit trail for company changes showing logged in rather than altered company (69828) | |
| Configuration Reports | User and Groups reports will now include a default group (69987) |
Known Issues
None currently
Additional Notes
* Note: Mid-month temporary changes were completed as part of this update.