PROCESS DIRECTOR 7.2 Service Pack 3

Release Notes

4 February 2015

© 2015 ReadSoft AG

ReadSoft is a registered trademark of ReadSoft AB. Other product and company names herein may be the registered trademarks of their respective owners.

This file contains important information about PROCESS DIRECTOR 7.2 Service Pack 3.


Contents

New features and improvements

General functionality

Customer Orders

Web Application

Fixes with this release

General functionality

Accounts Receivable

Customer Orders

Financial Postings

Master Data Maintenance

Payment Approvals

Requisitions

Web Application

Workflows

Support


New features and improvements

  • General functionality

  • Notes editable until saved

  • Customer Orders

  • Scheduling line improvements

  • Web Application

  • Improved automatic display of attachments

    User details display in "Workflow status" window

    Configurable XSS security headers

    General functionality

    Notes editable until saved

    It is now possible to edit notes until they have been explicitly saved. Previously, if the user created a note and then performed another action before saving it, the note could no longer be edited.

    Customer Orders

    Scheduling line improvements

    The delivery date for automatically created scheduling lines is now taken from the schedule line date field if this is filled at line item level; otherwise the date is taken from the header as before.

    Web Application

    Improved automatic display of attachments

    Previously, when the user opened the "Attachments" panel, the first attachment in the list of current attachments was automatically displayed. This could be disadvantageous in the case of large attachments or a slow system. Now, an attachment is only displayed when it is selected from the list. However, when a new attachment is uploaded, it is automatically displayed. Invoice images are also automatically displayed.

    User details display in "Workflow status" window

    A new "pdweb-app.properties" parameter "userformat.workflow.status" makes it possible to control which user information is displayed in the "Workflow status" window.

    Configurable XSS security headers

    A new parameter "xss_security_header.n" is available in the "pdweb-app.properties" file to configure which HTTP headers are added to the HTTP response in order to prevent cross-side server scripting.


    Fixes with this release

  • General functionality

  • Unused columns in checks and determinations configuration

    Audit trail not attached to PROCESS DIRECTOR document

    Error message after displaying popups in versions window

    External file upload not possible for certain process types

    Incorrect formatting of amount fields

    Popups displayed from a document versions screen are editable

    Not possible to enhance email dispatch

    Continue action not assigned to authorization activity

    Not possible to send internal/external message

  • Accounts Receivable

  • Short dump when using long string to determine the customer in KNA1

    Short dump on posting

  • Customer Orders

  • Incorrect values in KPI4 report

    Missing fields in Partners view model

    Customer determination by name incorrect when name contains leading spaces

    Archiving error message after posting

    Partner data flagged as manually changed after posting

  • Financial Postings

  • Accrual report does not display line items with no reference to a PO item

  • Master Data Maintenance

  • Incorrect bank data

  • Payment Approvals

  • Duplicate payment proposals

    Workflow log archiving fails due to missing WAERS field

  • Requisitions

  • Too much detail in Payment Terms search help

  • Web Application

  • Information messages displayed on closing "Workflow start" popup

    Problems with values in the selection screen

    Password change required despite external authentication

    Sapsystem parameter not checked before display

    Line breaks removed after editing configuration file

    Worklist title panel disappears after refresh

    Attachment viewer still visible in popup windows

    Document panels not fully visible

    Document panels do not keep their widths

    Errors in Entry template functionality

    Empty note can be saved or sent

    Logging off resets logon screen to default SAP system

    Moving search help question mark

    Sorting of text fields in overview list incorrect

    Suggestions values lost after editing

    Tab spaces in notes ignored

    Custom button not working correctly

    Logon possible with invalid password

    Quotation marks not displayed correctly in messages

    Internal error when maintaining substitutes

    Items scrollbar disappears when moving between tabs

    Unselected lines are deleted

    Cannot click column with check box to open document detail

    Print function executes scripts and interprets HTML in notes and texts

    Browser memory/performance issues

    Java error when accessing Master Worklist

  • Workflows

  • Last note content incorrect in email

    User determination BAdI method not called correctly

    Bulk workflow start not possible without background assignment

    Other workflow actions not allowed after canceling workflow recall

    Due date check program stops due to invalid user

    Workflow license not found error message

    General functionality

    Unused columns in checks and determinations configuration

    The columns "Interactive" and "Order" were removed from the checks and determinations configuration, as these columns are not used. (RSPDN2778)

    Audit trail not attached to PROCESS DIRECTOR document

    Fixed an error whereby if the audit trail was archived without posting the data, the workflow log was not attached to the PROCESS DIRECTOR document. (RSPDN3437)

    Error message after displaying popups in versions window

    Fixed an issue whereby error messages were displayed after any popup was opened from a document versions window. (RSPDN2199)

    External file upload not possible for certain process types

    Fixed an issue whereby it was not possible to upload data from an external file for certain process types, such as Invoice Block and Cancelation. (RSPDN2818)

    Incorrect formatting of amount fields

    Fixed an error whereby amount fields in grids containing data taken directly from the BAPI (such as PO Items for Goods Receipts or Open Items for Payment Advices) were incorrectly formatted and therefore displayed incorrect amounts.

    Popups displayed from a document versions screen are editable

    Fixed an error whereby the popups opened from a document versions screen were editable. (RSPDN2539)

    Not possible to enhance email dispatch

    As of PROCESS DIRECTOR version 7.2, it was no longer possible with the event /EBY/CL_PDBO_EVT_SEND_MAIL to enhance the sending of emails with custom functionality using the parameters of the function "SO_DOCUMENT_SEND_API". This has now been fixed. (RSPDN2966)

    Continue action not assigned to authorization activity

    Fixed an issue whereby the Continue action was not assigned to an SAP authorization activity, with the result that users with read-only rights for a document could assign processors. (RSPDN2862)

    Not possible to send internal/external message

    Fixed an issue that resulted in an error message and a short dump if archiving customizing for the object and document type was not correctly maintained in OAC3. (RSPDN2910)

    Accounts Receivable

    Short dump when using long string to determine the customer in KNA1

    Fixed an error that resulted in a short dump if a long string (more than 10 characters) was used to search for a customer in the KNA1 table. (RSPDN3079)

    Short dump on posting

    Fixed an issue that resulted in a short dump in the Web Application when creating a clearing posting for an Electronic Bank Statement item or Payment Advice document.

    Customer Orders

    Incorrect values in KPI4 report

    Fixed an error whereby the workflow duration values in the KPI4 report, "Processing statistics" were incorrect. In addition, the processing time of a document was displayed as 0.00 if the document was processed with the Duplicates popup, or was not posted or transferred. (RSPDN2825)

    Missing fields in Partners view model

    The fields EMAIL, FAX_NUMBER, STCD1 and STCEG have now been added to the Customer Orders system view model for the Partners grid. (RSPDN1920)

    Customer determination by name incorrect when name contains leading spaces

    Fixed an error whereby the function to determine a customer by name resulted in an incorrect database selection when the name contained leading spaces. (RSPDN2823)

    Archiving error message after posting

    Fixed an issue that resulted in error messages if not all business object types that can be used in the Sales Order process were defined in OAC3. (RSPDN3315)

    Partner data flagged as manually changed after posting

    Fixed an issue whereby when an SAP sales order was created from a PROCESS DIRECTOR document, the partner address indicator was flagged with “E ADRC address entered in document manually” instead of “D ADRC address from master data” in the VBPA table. (RSPDN2633)

    Financial Postings

    Accrual report does not display line items with no reference to a PO item

    Fixed an error whereby the Accrual Report did not display line items that were not assigned to a PO item. (RSPDN2787)

    Master Data Maintenance

    Incorrect bank data

    Fixed an issue whereby when transferring vendor data from PROCESS DIRECTOR Accounts Payable, IBAN data without a bank key was not transferred correctly. (RSPDN2589)

    Payment Approvals

    Duplicate payment proposals

    New SAP payment proposals are displayed in PROCESS DIRECTOR when the program /EBY/PDPR_IMPORT runs or when the user clicks a Payment Approval Worklist node. Under certain circumstances this can lead to duplicate documents in PROCESS DIRECTOR. To avoid this, a new parameter is now available to deactivate the update of payment proposals when the user clicks a Worklist node (Initial settings > Process parameters > Other).

    Workflow log archiving fails due to missing WAERS field

    Fixed an error whereby workflow log archiving was not working because the WAERS field was missing from the Payment Approvals interface structure. (RSPDN2708)

    Requisitions

    Too much detail in Payment Terms search help

    Fixed an issue whereby the Payment Terms search help displayed too many details in the result list compared to the SAP standard. For example, in SAP standard 2 lines were displayed, while PROCESS DIRECTOR displayed 4 lines. (RSPDN2720)

    Web Application

    Information messages displayed on closing "Workflow start" popup

    Fixed an issue that resulted in information messages being displayed when the user closed the "Workflow start" popup.

    Problems with values in the selection screen

    Fixed a number of problems with the selection screen, related to incorrect values entered by the user.

    Password change required despite external authentication

    Fixed an issue whereby in an SSO scenario, SAP users whose password had expired were forced to change their password when logging on to the Web Application. (RSPDN2947)

    Sapsystem parameter not checked before display

    Fixed an issue whereby HTML text or script code entered as an sapsystem parameter value was displayed at the bottom right of the logon page, as the parameter value was not checked before display.

    Line breaks removed after editing configuration file

    Fixed an issue whereby when the "pdweb-app.properties" "administratorN" parameter was set and the administrator edited the configuration file parameters within the Web Application, the configuration file was saved without line breaks.

    Worklist title panel disappears after refresh

    Fixed an error whereby on clicking the "Refresh Worklist" button, the title panel of the Worklist, which shows the SAP system ID, disappeared.

    Attachment viewer still visible in popup windows

    Fixed an error whereby after an attachment had been displayed in the "Attachments" panel, the attachment viewer was still displayed when the user opened a popup window.

    Document panels not fully visible

    Fixed an error whereby the panels on the right in the document detail view (such as the "Audit trail" panel) were not fully visible.

    Document panels do not keep their widths

    Fixed an error whereby the document panels, such as the "Notes" or "Attachments" panel, did not retain the width set by the user.

    Errors in Entry template functionality

    Fixed a number of issues with the Entry template function, such as fields not being copied and the "Edit" button not being displayed. See the RSPDN for details. (RSPDN1353)

    Empty note can be saved or sent

    Fixed an error whereby a note containing only a space character could be saved or sent.

    Logging off resets logon screen to default SAP system

    Fixed an issue whereby on logging off from the Web Application, the logon screen was reset to the default SAP system defined in the "saplogon.properties" file, instead of the system from which the user had logged off.

    Moving search help question mark

    Fixed an issue whereby a search help's question mark icon moved when the user scrolled using the mouse wheel.

    Sorting of text fields in overview list incorrect

    Fixed an issue whereby the sorting of text fields in the overview list was case sensitive, with the result that the sort order was incorrect.

    Suggestions values lost after editing

    Fixed an issue whereby entered values were lost after editing suggestions and clicking the OK button.

    Tab spaces in notes ignored

    If tab spaces were used in notes in the SAP GUI, these were ignored in the Web Application, with the result that the note text was not displayed correctly. Tabs are now converted to a series of non-breaking spaces, and the text is displayed correctly if the style ".eby-ReadonlyNotes" in the "pdtheme.css" file is set to a monospaced font such as Courier.

    Custom button not working correctly

    Fixed an issue whereby clicking a custom button resulted in the linked page being displayed twice, and the main page was replaced by a blank screen.

    Logon possible with invalid password

    Fixed an error whereby it was possible to log on using an invalid password. (RSPDN2351)

    Quotation marks not displayed correctly in messages

    Fixed an issue whereby quotation marks were not displayed correctly in system messages.

    Internal error when maintaining substitutes

    Fixed an issue whereby an internal error occurred when editing substitutes.

    Items scrollbar disappears when moving between tabs

    Fixed an issue whereby the line items scrollbar disappeared when the user clicked the arrows in the header data area to move between tabs.

    Unselected lines are deleted

    Fixed an issue whereby marking lines for deletion and using the paging controls resulted in lines that were not marked for deletion being deleted.

    Cannot click column with check box to open document detail

    Fixed an issue whereby clicking in a column with a check box in the document overview list did not open the document details. This is now possible as long as the check box itself is not clicked.

    Print function executes scripts and interprets HTML in notes and texts

    Fixed an error whereby the print function executed scripts and interpreted the HTML in document elements like text fields or notes.

    Browser memory/performance issues

    Measures were taken to address some browser memory size and performance issues related to panel resize handlers and timers.

    Java error when accessing Master Worklist

    Fixed an issue that resulted in a Java error when trying to access a Master Worklist. The error occurred if one or more of the connected SAP systems was down. Access is now possible in this situation. Information about the unavailable systems is written to the log file.

    Workflows

    Last note content incorrect in email

    Fixed an error whereby under certain circumstances the content of the last note sent in a workflow step was incorrect in the notification email. (RSPDN2742)

    User determination BAdI method not called correctly

    Fixed an error whereby the "USER_DETERMINATION" method of the "Workflow steps handling" BAdI was called during approval of steps with the "Processor assignment" setting "By workflow initiator". (RSPDN2637)

    Bulk workflow start not possible without background assignment

    Fixed an error whereby it was not possible to start a workflow on multiple documents with manual user assignment. (RSPDN3026) Important!: If customer checks have been defined for workflow start, before implementing the note these checks must be redefined as described in the "Prerequisite" section of the note RSPDN3026.

    Other workflow actions not allowed after canceling workflow recall

    Fixed an error whereby after canceling workflow recall, no other workflow actions could be performed. (RSPDN2305)

    Due date check program stops due to invalid user

    Fixed an issue that caused the /EBY/PDWC_DUE_DATE_CHECK program to terminate with an error message if an invalid user was encountered. This error message no longer results in termination of the program. (RSPDN2769)

    Workflow license not found error message

    Fixed an issue that resulted in the error message “Workflow license for process type … not found”. This occurred if the general workflow license was in use, but no Worklist node had been created for the WC object and the process type in question was not flagged as “Workflow active” in the license settings. (RSPDN2672)


    Support

    If you have questions or problems, please contact your local ReadSoft representative. Information on how to reach the local support channels is available at http://www.readsoft.com/services/support.htm.

    Authorized ReadSoft customers and partners can obtain upgrades from the ReadSoft home page at the following locations:

    If you do not know your login information, please contact your ReadSoft sales representative.