Vision33 iDocuments Release Notes (Public Cloud Edition)
Updates to production.idocuments.io and productionuk.idocuments.io
First published on: 09/12/2024/10:50 am
Overview
This document outlines the updates and work completed in iDocuments during the most recent Vision33 Public Cloud release.
The changes are categorized and explained below.
Information
Date: September 25, 2024
Version:
- iDocuments 5.31
- OCR v37
New Features
|
Component |
Area/Page |
Description |
|---|---|---|
| Purchasing | Rapid Invoices |
Warehouse codes are shown in an additional column (75939)
|
| Add Purchase Order | The company setting for ‘showdeliverydateonPI’ lets you copy the delivery date from the GRN to the rapid invoice entry (75561) | |
| PO PDF Document Manager |
Support for you to select and print UDFs (75128)
|
|
| Sales | View All Sales Invoices |
Delivery date is shown in an additional column (76312)
|
Fixed Issues
|
Component |
Area/Page |
Description |
|---|---|---|
| Purchasing | View All Purchase Orders | Purchase order VAT variance of 1p when printed versus iDocuments (75517) |
| Rapid Invoices | Using the copy from the PO button meant the PDF was hidden (75523) | |
| View All Purchase Orders | Updated so a GRN can't be created from a cancelled PO (75688) | |
| Edit Purchase Order | The item code on the PO isn't populating when price fields aren't available in SAP (76173) | |
| PO PDF Document Manager | Support for selecting and printing UOMs (76367) | |
| Edit Purchase Invoice | Rapid invoice tax rate rounded to 2 decimal places even though set to 4 (76523) | |
| Sales | Edit Sales Quotation | Error for period ID not being available (75699) |
| View All Sales Orders | Approved sales order generating invalid approval email (76301) | |
| General | Approval Workflows | Workflow doesn't show a warning when modifications send documents back to draft (76164) |
Improvements
|
Component |
Area/Page |
Description |
|---|---|---|
| OCR v37 | Intelligent Capture | Item codes longer than 20 characters will still process (76030) |
| Intelligent Capture | Updated for training speed improvements (76130) | |
| Intelligent Capture | Allows you to press the template 'update' button without any changes (76152) | |
| Purchasing | Edit Goods Receipt | Closed purchase orders removed from the 'Add GRN' selection (73793) |
| Edit Goods Receipt | Serviced no quantity improvements to update ‘quantity’ references to ‘amount’ (74576) | |
| View All Purchase Orders | 'Fully receipted' and 'partially receipted' status buttons removed from search as never populated (74709) | |
| View All Landed Costs | Transactions not set to draft when making a workflow inactive (75521) | |
| Edit Purchase Requisitions | Exchange rate will be set for the current date rather than the 'required by' date (76082) | |
| Edit Purchase Order | Supplier selection affecting 'Dimension' columns (76249) | |
| Mobile Application | Updates to allow PO custom numbering (75605) * | |
| Sales | View All Sales Invoices | Admin and secondary admins should be able to delete sales invoices if they have a 'rejected' status and won't show as ERP updated (75708) |
| Edit Sales Quotation | Added related links from sales quotation to order (75750) | |
| Edit Sales Invoice | Sales invoice group with only an 'All' document workflow that is set to inactive then no longer allows for approval (76039) | |
| Expenses | Edit Expense | Cost centre approval function to force the next stage if the CC approver is also the creator (even if there are multiple CC approvers) (74963) |
| Edit Expense | For credit card expenses, a new check has been added before submission and approval, so expenses with lines of 0 tax amount and not a 0 rate can't be posted (75339) | |
| General | Group Projects | Group project code selection was altered to allow a 'select all' option (72613) |
| Home Page | Website banner notification to be altered to ‘System Notification’ (75560) | |
| User Setup | Cost centre data is removed when a user is removed from a group (75942) |
Known Issues
None currently.
Additional Notes
* Note: Temporary changes are already applied, completed as part of this update.
|
Last modified: 09/26/2024/5:22 pm |