PROCESS DIRECTOR 7.3 Service Pack 2

Release Notes

3 August 2015

This file contains important information about PROCESS DIRECTOR 7.3 Service Pack 2.


Contents

New features and improvements

General functionality

Accounts Receivable

Customer Orders

Order Confirmations

Requisitions

Web Application

Fixes with this release

General functionality

Accounts Receivable

Customer Orders

Financial Postings

Invoice Block/Cancelation

Master Data Maintenance

Payment Approvals

Requisitions

Web Application

Workflows

Support


New features and improvements

  • General functionality

  • Sorting of determination results

    New user profile parameter for determination debugging

    Indicator for notes in the overview and SAP GUI

    Improved performance for PROCESS DIRECTOR start and document overview

    Archive uploaded XLS file

  • Accounts Receivable

  • Payment Advice credit lines displayed as negative values

    Improved Payment Advice preset for payment/gross amount

  • Customer Orders

  • Partner role description for sales order partners

  • Order Confirmations

  • Improved messages for quantity check

  • Requisitions

  • Use SAP copying options for item texts

  • Web Application

  • OCI catalog call with HTTP GET

    New cursor positioning behavior

    Document detail view content fully scrollable

    Default drop-down list selection in search dialog boxes changed from "Please select" to "All"

    General functionality

    Sorting of determination results

    Determination results in the search help are now sorted by specific result values. This makes it easier to identify results returned by more than one search.

    New user profile parameter for determination debugging

    A new user profile parameter, /EBY/PDBO_DEBUG_DET, is now available, which when set to X displays detailed messages about the determination search results and result handling.

    Indicator for notes in the overview and SAP GUI

    In the SAP GUI document overview list, notes icons indicate that notes have been added to the document. There are different icons for notes added by the current user and notes added by a different user. Users can click in the "Notes" column to view and add notes.

    Improved performance for PROCESS DIRECTOR start and document overview

    Performance has been improved when starting PROCESS DIRECTOR and when opening the document overview list. (RSPDN2174)

    Archive uploaded XLS file

    It is now possible to archive XLS files that have been added as an attachment to PROCESS DIRECTOR documents.

    Accounts Receivable

    Payment Advice credit lines displayed as negative values

    Credit lines of a Payment Advice are now displayed as negative values in the Payment Advice "Open Items" grid and the Electronic Bank Statement "Payment Advice Items" grid.

    Improved Payment Advice preset for payment/gross amount

    Previously, the preset /EBY/CL_PDPA_PRESET_PAYMNT simply copied the header gross amount to the header payment amount, or vice versa. This preset now also takes the discount into account (Gross amount = Payment amount + Cash discount amount; Payment amount = Gross amount – Cash discount amount).

    Customer Orders

    Partner role description for sales order partners

    The description of the partner role is now displayed instead of the key value.

    Order Confirmations

    Improved messages for quantity check

    The quantity check /EBY/CL_PDOR_EVT_CHK_QTY now returns the standard SAP messages regarding an incorrect material and unit of measurement.

    Requisitions

    Use SAP copying options for item texts

    PROCESS DIRECTOR now uses the standard SAP copying options for item texts (table T165P) when posting a PROCESS DIRECTOR requisition as an SAP requisition or purchase order.

    Web Application

    OCI catalog call with HTTP GET

    By adding the "HTTP_METHOD=GET" parameter to the OCI catalog customizing, PROCESS DIRECTOR can now call an OCI catalog with HTTP GET. Previously, only a call with HTTP POST was possible.

    New cursor positioning behavior

    The positioning of the cursor when entering the document detail view, the notes pane or a popup has been improved, in that the cursor is now placed in the appropriate field; for example, in the first mandatory field, or, if there is no mandatory field, in the first empty field.

    Document detail view content fully scrollable

    The content in the document detail view is now fully scrollable. Previously, it was only possible to scroll in the top or bottom sections.

    Default drop-down list selection in search dialog boxes changed from "Please select" to "All"

    In search dialog boxes, the default value for drop-down list boxes has been changed from "Please select" to "All" to indicate that if nothing is selected, all values will be found.


    Fixes with this release

  • General functionality

  • Large currency amounts truncated in emails

    Incorrect display in determination results search help

    File upload and automatic posting of multiple documents not working correctly

    Custom conversion exit fails

    Cannot change user ID with User logon BAdI

  • Accounts Receivable

  • Outdated payment advice data displayed and used for clearing posting

    Item mapping determinations for Payment Advice not triggered

    Duplicate check configuration not editable after deleting duplicate check

  • Customer Orders

  • Workflow selection not available

    Partner determinations return partners marked for deletion

  • Financial Postings

  • EXTENSION2 missing in posting BAdI

    Duplicate FI posting types when creating new document

    Document creation from Accrual Report without FI license

  • Invoice Block/Cancelation

  • Zero cannot be removed from search help for "Document number" field

  • Master Data Maintenance

  • Mandatory field check returns incorrect error messages

  • Payment Approvals

  • Not all payment items displayed in Web Application

    Incorrect linking between PROCESS DIRECTOR Accounts Payable document number and SAP invoice number

    Error message while approving or rejecting payment approval document

    Duplicate object error while sending completed Payment Approval document to workflow

    Company code not updated after change in F110

  • Requisitions

  • Tax code field missing in Requisitions line item grid

    Short text gets overwritten by material master data text

    Overall delivery status not updated correctly

    Error message on attempting to display a requisition with a note added by a deleted WUM user

    Document is posted although user cancels posting

    Document cannot be processed after deactivating item texts

  • Web Application

  • Wrong header layout if mandatory fields empty

    Text of read-only notes does not wrap

    System ID not displayed after entering wrong credentials for logging in

    Saving locked user as active substitute deletes all other substitutes

    Missing icon mapping for new Office files

    Issues with display of header data

    Group check box not cleared after group action

    Currency change not reflected in document list

    Cannot navigate between input fields with TAB key

    Cannot close "Create" popup after error message is displayed

    BAPI messages not written to log file

    Authorization for "Continue" function does not work

    "Workflow status" window has wrong button label and tooltip

    "Audit trail" information not available

  • Workflows

  • Placeholders not resolved in emails

    No search help when forwarding multiple documents

    Misleading message for workflow with no pre-assigned users

    Incorrect aliases in the Spanish general text for approval notification

    Error message on approval with pre-assigned users

    Entry of output device required on workflow start

    General functionality

    Large currency amounts truncated in emails

    Fixed an error whereby large currency amounts were being truncated in the emails sent. (RSPDN3262)

    Incorrect display in determination results search help

    Fixed an error whereby the “Weight” value was displayed in the “Description” column instead of the “Weight” column in the determination results search help. (RSPDN3685)

    File upload and automatic posting of multiple documents not working correctly

    Fixed an issue whereby if a file containing multiple documents was uplaoded, the decision whether automatic posting should be performed was considered only for the last document, and not for each individual document. (RSPDN3884)

    Custom conversion exit fails

    Fixed an issue whereby a custom conversion exit failed because PROCESS DIRECTOR processed only the external string length, instead of the original data element length. (RSPDN3762)

    Cannot change user ID with User logon BAdI

    Fixed an issue whereby it was not possible to change the Web Application user ID with the “User check” method of the “User logon” BAdI. (RSPDN2745)

    Accounts Receivable

    Outdated payment advice data displayed and used for clearing posting

    Fixed an issue whereby if a payment advice was already loaded by jumping to the FBE3 transaction or during a previous posting, data updates in the SAP payment advice were ignored because the buffered data was used. (RSPDN3833)

    Item mapping determinations for Payment Advice not triggered

    Fixed an error whereby when the fiscal year and document number were maintained, the item mapping determinations for the Payment Advice were not triggered. (RSPDN3754)

    Duplicate check configuration not editable after deleting duplicate check

    Fixed an issue whereby if the duplicate check was deleted from the Checks configuration (/EBY/PDBO_CHC), it was no longer possible to edit entries in the Duplicates configuration (/EBY/PDBO_VDFCC). (RSPDN1704)

    Customer Orders

    Workflow selection not available

    Fixed an error whereby no workflow selection was available when starting a workflow on a Customer Order document in the Web Application. (RSPDN4013)

    Partner determinations return partners marked for deletion

    Fixed an error whereby the partner determinations returned partners that had been marked for deletion. (RSPDN3723)

    Financial Postings

    EXTENSION2 missing in posting BAdI

    Support for the EXTENSION2 structure has now been added to the /EBY/PDFI_POST and /EBY/PDFIC_POST BAdIs. (RSPDN3889)

    Duplicate FI posting types when creating new document

    Fixed an error whereby when creating a new document, the posting types in the selection window were duplicated. (RSPDN3988)

    Document creation from Accrual Report without FI license

    Fixed an issue whereby it was possible to create a PROCESS DIRECTOR document from the Accrual Report without a valid Financial Postings license. (RSPDN3878)

    Invoice Block/Cancelation

    Zero cannot be removed from search help for "Document number" field

    Fixed an error whereby the value "0" could not be removed from the search help for the "Document number" field.

    Master Data Maintenance

    Mandatory field check returns incorrect error messages

    Fixed an error whereby the /EBY/CL_PDMDVM_EVT_CHK_MANDFLD check returned incorrect error messages. (RSPDN3504)

    Payment Approvals

    Not all payment items displayed in Web Application

    Fixed an issue whereby if a payment proposal document contained many line items, it was not possible to display all payment items in the Web Application.

    Incorrect linking between PROCESS DIRECTOR Accounts Payable document number and SAP invoice number

    Fixed an error whereby the invoice document number was incorrectly assigned to the PROCESS DIRECTOR Accounts Payable document number in the Payment Approval line item. (RSPDN3860)

    Error message while approving or rejecting payment approval document

    Fixed an issue whereby an error message was displayed when a user tried to approve or reject a payment approval document. (RSPDN3617)

    Duplicate object error while sending completed Payment Approval document to workflow

    Fixed an issue whereby an error message stating that it was a duplicate object was returned when a user tried to send a payment approval that had the "Completed" status to a workflow. (RSPDN3527)

    Company code not updated after change in F110

    Fixed an error whereby if the company code was changed in the payment proposal in F110, this change was not reflected in the corresponding PROCESS DIRECTOR document. (RSPDN3467)

    Requisitions

    Tax code field missing in Requisitions line item grid

    Fixed an error whereby on creating a requisition, the entered line item tax code field was cleared after the document was saved and the user left the document. (RSPDN4045)

    Short text gets overwritten by material master data text

    Fixed an error whereby if the "Short Text" field was filled in before the material number was filled in or changed, the short text was overwritten by the material master data text.

    Overall delivery status not updated correctly

    Fixed an error whereby the “Overall delivery status” was not updated from “Partially delivered” to “Completely delivered” for a document with more than one line item. The “Overall delivery status” and “Overall invoice status” fields are now updated automatically; it is no longer necessary to run the /EBY/PDPO_UPDATE_PO_STATUS report. (RSPDN3931)

    Error message on attempting to display a requisition with a note added by a deleted WUM user

    Fixed an error that resulted in an error message when a user attempted to display a requisition that had a note added by a WUM user who was later deleted. (RSPDN3519)

    Document is posted although user cancels posting

    When users post a document, a popup is displayed that allows them to choose the document type to create in SAP (Purchase Order or Purchase Requisition). If the user closed this popup to cancel posting, the document was posted anyway. This error has now been fixed. (RSPDN3766)

    Document cannot be processed after deactivating item texts

    Fixed an error whereby after deactivating item texts in /EBY/PDBO_VTIDC, the document could no longer be processed. (RSPDN3140)

    Web Application

    Wrong header layout if mandatory fields empty

    Fixed an issue with the layout of the header data that arose if mandatory fields were empty.

    Text of read-only notes does not wrap

    Fixed an issue whereby when notes were displayed read-only, the text did not wrap as it does when entering notes.

    System ID not displayed after entering wrong credentials for logging in

    Fixed an issue whereby on entering the wrong credentials while logging in, the system ID was no longer displayed.

    Saving locked user as active substitute deletes all other substitutes

    Fixed an issue whereby saving a locked user as an active substitute resulted in all the other substitutes being deleted.

    Missing icon mapping for new Office files

    Fixed an issue whereby the corresponding icons for new Microsoft Office files attached to a document were missing.

    Issues with display of header data

    Fixed some issues with the display of the header data panels that resulted in data being only partly visible, or not visible at all.

    Group check box not cleared after group action

    Fixed an issue whereby the check box to select multiple items was not cleared after an action had been performed on the items.

    Currency change not reflected in document list

    Fixed an error whereby if the currency was changed and saved in the document detail view, the new currency was not displayed in the document list, even after refreshing the Worklist.

    Cannot navigate between input fields with TAB key

    Fixed an issue whereby under certain circumstances it was not possible to move between input fields using the TAB key.

    Cannot close "Create" popup after error message is displayed

    Fixed an issue whereby after an error message was displayed, the "Create" popup could not be closed. (RSPDN3514)

    BAPI messages not written to log file

    Fixed an error whereby BAPI messages were not added to the Web Application log file.

    Authorization for "Continue" function does not work

    Fixed an issue whereby authorization restrictions for the "Continue" function (assigning processors during a workflow) were not applied, with the result that users without authorization were able to change the pre-assigned workflow recipients for the following step. (RSPDN3271)

    "Workflow status" window has wrong button label and tooltip

    Fixed an issue whereby the button to close the "Workflow status" window had the wrong label and tooltip. Both have now been changed to "Close". (RSPDN3218)

    "Audit trail" information not available

    Fixed an issue whereby clicking the "Audit trail" icon sometimes did not display any information.

    Workflows

    Placeholders not resolved in emails

    Fixed an issue whereby placeholder text (“aliases”) were not resolved to the corresponding values in emails. (RSPDN3600)

    No search help when forwarding multiple documents

    Fixed an issue whereby no search help was available in the SAP GUI for workflow recipients when forwarding multiple documents.

    Misleading message for workflow with no pre-assigned users

    Fixed an issue whereby the message “"Recipients have already been assigned to this workflow" was displayed when starting a workflow with background recipient assignment for which no users had been assigned or determined. (RSPDN3289)

    Incorrect aliases in the Spanish general text for approval notification

    Fixed an issue whereby in the Spanish version, the aliases in the general text for approval notification were incorrect. (RSPDN3781)

    Error message on approval with pre-assigned users

    Fixed an issue that resulted in an error message on approving a workflow step if users were pre-assigned to the following step and the processor assignment for the following step was set to “By workflow initiator”. (RSPDN3386)

    Entry of output device required on workflow start

    Fixed an issue whereby when a user started a Mobile Approval workflow, a popup was displayed prompting the user to enter an output device. The fix adds a fallback to the printer POST2, POST, SAPWIN to prevent this popup from being displayed. (RSPDN3874)


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