PROCESS DIRECTOR 7.4 Service Pack 2

Release Notes

2 September 2016

This file contains important information about PROCESS DIRECTOR 7.4 Service Pack 2.


Contents

New features and improvements

General functionality

Accounts Receivable

Goods Receipts

Order Confirmations

Web Application

Workflows

Fixes with this release

General functionality

Accounts Receivable

Customer Orders

Financial Postings

General functionality

Goods Receipts

Master Data Maintenance

Order Confirmations

Payment Approvals

Requisitions

Web Application

Workflows

Support


New features and improvements

  • General functionality

  • Selecting documents from specific GUIDs in Worklist

    Improved Worklist regeneration by recomputing nested sets

    Improved "/eby/pdvi_cmen" customizing table

    "GRID_NO" set as mandatory field in View Model configuration

    Email search help for messages

  • Accounts Receivable

  • Display attachments of bank statement items

    API to create payment advice with external data

  • Goods Receipts

  • Display of inbound delivery information for Delivery Notes

    Activate presets for items generated by "Add PO item" function

  • Order Confirmations

  • Activate presets for items generated by "Add PO item" function

    Unit of measurement verification for Order Confirmations

    Sending external message for order confirmations

    Sending external message for order confirmations

  • Web Application

  • Dynamically increase width of search help form

  • Workflows

  • Reduced number of active actions on documents in workflow

    General functionality

    Selecting documents from specific GUIDs in Worklist

    On jumping from PERFORMANCE ANALYTICS to the PROCESS DIRECTOR Worklist, you can now access specific document types, instead of having to select documents from the entire database.

    Improved Worklist regeneration by recomputing nested sets

    Worklist regeneration has now been improved by recomputing nested sets.

    Improved "/eby/pdvi_cmen" customizing table

    The "/eby/pdvi_cmen" customizing table has now been improved to include sorting.

    "GRID_NO" set as mandatory field in View Model configuration

    The "GRID_NO" field is now set as mandatory in the View Model configuration.

    Email search help for messages

    A search help is now available for the “E-Mail Address” field in the “Send message” popup.

    Accounts Receivable

    Display attachments of bank statement items

    If files have been attached to bank statement items in FEBAN, these attachments can be opened in PROCESS DIRECTOR by clicking the “Attachments” icon in the corresponding line item in the PROCESS DIRECTOR document. If a payment advice has been created from the item, the attachments are also available in the payment advice.

    API to create payment advice with external data

    An enhanced API is now available to create a payment advice with external data.

    Goods Receipts

    Display of inbound delivery information for Delivery Notes

    After posting an inbound delivery, the information about the inbound delivery number and item is now stored on the item level. (RSPDN4476)

    Activate presets for items generated by "Add PO item" function

    You can now activate presets for the items generated by the "Add PO item" function. (RSPDN4803)

    Order Confirmations

    Activate presets for items generated by "Add PO item" function

    You can now activate presets for the items generated by the "Add PO item" function. (RSPDN4803)

    Unit of measurement verification for Order Confirmations

    The unit of measurement for Order Confirmations is now verified so that it corresponds to the unit of measurement used in the related Purchase Orders.

    Sending external message for order confirmations

    You can now send an external message for an order confirmation document that has the vendor information available.

    Sending external message for order confirmations

    You can now send an external message for an order confirmation document that has the vendor information available.

    Web Application

    Dynamically increase width of search help form

    Based on the width of the search result columns, the width of the search help form is now dynamically increased to accommodate all the columns.

    Workflows

    Reduced number of active actions on documents in workflow

    The number of active actions that can be performed on a document that is still in a workflow, has now been reduced.


    Fixes with this release

  • General functionality

  • Mapping of external data ignores selected DMI level

  • Accounts Receivable

  • Too many messages in document history from bulk actions on electronic bank statements

    Wrong payment advice assigned to Electronic Bank Statement

    Too many messages in document history from bulk actions on electronic bank statements

    Exclusive item locking for Electronic Bank Statements

    Automatic posting after workflow approval for ES document type

    Algorithm current due generates short dump in Web Application

    "Create Payment Advice" button works only on second attempt

  • Customer Orders

  • Warning about currency change displayed even if amount was not changed

    Support setting flag for internal numbering in BADI for order creation

    Performance issue using partner determination in ADRC table

    Automatic numbering of new line items in sales order document

    Aliases in email notification display incorrect values

  • Financial Postings

  • Warning about currency change displayed even if amount was not changed

    Not possible to specify XLSX as default upload file format

    Link to SAP document not possible

    Incorrect ± sign for tax base amount

    Incorrect order of items after posting via BAPI

    Incorrect handling of cross-company code postings

    "Exchange Rate" field value not passed to BAPI or Posting Interface

    Accrual report selection criteria not applied to MM documents

  • General functionality

  • Customized PO document list layout not saved

    Value of "Max. number of hits" field ignored if upper limit is 0

    Unstable behavior of the ALV grid layout

    Security fixes

    SARA archiving not working correctly

    Not possible to add external data to saved document

    No error message on action called for more than one line item

    Mapping of external data ignores selected DMI level

    Leading spaces displayed in front of amounts or quantities

    Incorrect superaction context returned when one superaction is fired from another

    Inactive configuration upload function for "Test" and "Education" clients

    Follow-up action inconsistent in EXTDATA_PR, FILEUPLIST, FILEUP_MUL action chains

    Duplicate error messages on assigning document to invalid Internet user

    Bulk approval with automatic posting does not work if check returns warning message

    Accrual report takes multiple account assigments from currently unprocessed line

    "Document type" key not used in message filtering

  • Goods Receipts

  • "Perform"ť function not possible with movement type “102”

    Incorrect authorization check on double-clicking "Delivery" field

  • Master Data Maintenance

  • While creating document with the "Update"ť activity, old vendor data gathered from system

  • Order Confirmations

  • PO item data handling improvements

    Incorrect item status

    Incorrect counter for order confirmations

  • Payment Approvals

  • Warning about currency change displayed even if amount was not changed

    Performance issue for AR open items

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

    Importing of documents runs even while refreshing Worklist

  • Requisitions

  • Warning about currency change displayed even if amount was not changed

  • Web Application

  • User check in Web Application is independent of user type

    Old document locked on using Quick Start menu to create new document

    Not possible to set a WORK CYCLE user as substitute for another WORK CYCLE user

    No error message on action called for more than one line item

    Incorrect text handling in delta mechanism

    Different labeling and formatting for text areas

    Algorithm current due generates short dump in Web Application

    "Create Payment Advice" button works only on second attempt

    Multiple sorting in document overview screen after log in

    Custom checks on "POST_CHK_CHANGE" not triggered

    Authority check for Internet users handles empty authorization profile values incorrectly

  • Workflows

  • Document locked when two users try to process the same workflow

    Wrong short label for /EBY/PDWC_DWEBCYCLE_DESCR data element

    Workflow log is misleading

    Step recipient restriction check ignored on performing "Continue" action

    Performance issue when starting workflows having restricted recipients

    Missing workflow action identifier tool

    Invalid users listed as workflow step recipients

    Adding notes does not work for approvals and rejections by email

    API for starting workflows ignores context attributes parameter

    General functionality

    Mapping of external data ignores selected DMI level

    Resolved an error whereby if there was more than one internal DMI level for an external data level, the mapping performed ignored the selected internal DMI level. (RSPDN4976)

    Accounts Receivable

    Too many messages in document history from bulk actions on electronic bank statements

    Resolved an error whereby bulk actions on electronic bank statements created too many messages in the document history. (RSPDN5071)

    Wrong payment advice assigned to Electronic Bank Statement

    Resolved an error whereby determinations led to the wrong payment advice being assigned to an Electronic Bank Statement.

    Too many messages in document history from bulk actions on electronic bank statements

    Resolved an error whereby bulk actions on electronic bank statements created too many messages in the document history. (RSPDN5071)

    Exclusive item locking for Electronic Bank Statements

    Resolved an error whereby in an Electronic Bank Statement, it was not possible to lock items exclusively, without locking the header.

    Automatic posting after workflow approval for ES document type

    Resolved an error whereby for Accounts Receivable documents of type ES, the automatic posting after workflow approval led to an error message about the posting context being missing. (RSPDN5060)

    Algorithm current due generates short dump in Web Application

    Resolved an error whereby in an accounts receivable document, when you used the algorithm current due in the Web Application, a short dump was generated in the background. (RSPDN5324)

    "Create Payment Advice" button works only on second attempt

    Resolved an error whereby a new Payment Advice document was created only on clicking the "Create Payment Advice" button twice.

    Customer Orders

    Warning about currency change displayed even if amount was not changed

    Resolved an issue whereby a warning message about currency change was displayed even when the amount was not changed. (RSPDN5244)

    Support setting flag for internal numbering in BADI for order creation

    Resolved an issue whereby the setting of a flag for internal numbering in the BADI for order creation was not supported. (RSPDN4839)

    Performance issue using partner determination in ADRC table

    Resolved an error whereby using partner determination caused performance issues when the selection was done in the ADRC table that did not have an active index. (RSPDN4824)

    Automatic numbering of new line items in sales order document

    Resolved an error whereby when the sales order document type was initial, the default value of an increment of 10 was always used for numbering the new lines, even if there were numbers already assigned to them. (RSPDN5236)

    Aliases in email notification display incorrect values

    Resolved an issue whereby in email notifications, leading spaces were displayed in front of alias amounts and quantities, which then resulted in incorrect values being displayed. (RSPDN5217)

    Financial Postings

    Warning about currency change displayed even if amount was not changed

    Resolved an issue whereby a warning message about currency change was displayed even when the amount was not changed. (RSPDN5244)

    Not possible to specify XLSX as default upload file format

    Resolved an issue whereby it was not possible to specify XLSX as the default upload file format. (RSPDN4861)

    Link to SAP document not possible

    Fixed an error whereby the menu function "Link to SAP document"ť was deactivated in the detail screen. (RSPDN1677)

    Incorrect ± sign for tax base amount

    Fixed an error whereby the plus/minus sign was not set correctly for the "Tax Base Amount"ť field. (RSPDN3586)

    Incorrect order of items after posting via BAPI

    Resolved an error whereby after posting via the BAPI, the order of items was incorrect. (RSPDN4752)

    Incorrect handling of cross-company code postings

    Resolved an issue whereby the company code values on the line item level were ignored during cross-company code postings that used the posting interface method. (RSPDN5155)

    "Exchange Rate" field value not passed to BAPI or Posting Interface

    Resolved an error whereby the value in the "Exchange Rate" field for FI and FIC documents was not passed to the BAPI and Posting Interface correctly. (RSPDN4991)

    Accrual report selection criteria not applied to MM documents

    Resolved an error whereby the criteria for the accounting selection screen were not applied to the MM items. (RSPDN005209)

    General functionality

    Customized PO document list layout not saved

    Resolved an issue whereby in a purchase order overview list, a customized layout of the fields was not saved if the user jumped to a related goods receipt after restarting PROCESS DIRECTOR, and then navigated back to the purchase order overview list.

    Value of "Max. number of hits" field ignored if upper limit is 0

    Resolved an error whereby if in the "Basic data"ť of a Worklist node, the "Upper limit of hits" field had a value of 0, the value of the "Max. number of hits" field was ignored. (RSPDN5159)

    Unstable behavior of the ALV grid layout

    Resolved an issue whereby if the ALV grid had some user layout applied, unstable behavior could occur when a field state was turned on and off at the same time (for example, the columns could have an incorrect order). (RSPDN5056)

    Security fixes

    Fixed a number of security issues in the PROCESS DIRECTOR coding that were revealed by a security assessment.

    SARA archiving not working correctly

    Fixed an issue whereby SARA archiving did not work correctly for all PROCESS DIRECTOR versions.

    Not possible to add external data to saved document

    Resolved an error whereby it was not possible to store any external data that was added after the document had already been created. (RSPDN4975)

    No error message on action called for more than one line item

    Resolved an issue whereby when an action was aborted because more than one line item was selected for it, no error message was displayed.

    Mapping of external data ignores selected DMI level

    Resolved an error whereby if there was more than one internal DMI level for an external data level, the mapping performed ignored the selected internal DMI level. (RSPDN4976)

    Leading spaces displayed in front of amounts or quantities

    Resolved an error whereby leading spaces were displayed in front of amounts or quantities. (RSPDN5199)

    Incorrect superaction context returned when one superaction is fired from another

    Resolved an error whereby in cases where one superaction was fired from another one, an incorrect superaction context was returned, or it was missing altogether. (RSPDN4857)

    Inactive configuration upload function for "Test" and "Education" clients

    Resolved an error whereby if a client role was set to T (Test) or E (Education), the configuration upload function was inactive. (RSPDN5444)

    Follow-up action inconsistent in EXTDATA_PR, FILEUPLIST, FILEUP_MUL action chains

    Resolved an error whereby the follow-up actions in the EXTDATA_PR, FILEUPLIST, and FILEUP_MUL action chains were inconsistent. (RSPDN4960)

    Duplicate error messages on assigning document to invalid Internet user

    Resolved an issue whereby when a user forwarded a document to an invalid Internet user, the error messages were duplicated. (RSPDN4994)


    Bulk approval with automatic posting does not work if check returns warning message

    Resolved an error whereby bulk WORK CYCLE approval with automatic posting was not working when warning messages were returned from checks. (RSPDN5347)

    Accrual report takes multiple account assigments from currently unprocessed line

    Resolved an error whereby when an MM document had at least one item with multi-account assignment lines, the material lines that did not have multi-account assignments were not displayed in the accrual report. (RSPDN4823)

    "Document type" key not used in message filtering

    Resolved an error whereby the "Document type" key was not being used when filtering messages.

    Goods Receipts

    "Perform"ť function not possible with movement type “102”

    Resolved an error whereby the "Perform"ť function could not hand over the "102"ť movement type to the "MIGO"ť transaction, on either the header or item level. (RSPDN5191)

    Incorrect authorization check on double-clicking "Delivery" field

    Resolved an issue whereby on double-clicking the "Delivery" field, an incorrect authorization check was being performed. (RSPDN4750)

    Master Data Maintenance

    While creating document with the "Update"ť activity, old vendor data gathered from system

    Resolved an issue whereby while creating a document with the "Update"ť activity, old vendor data was gathered from the system. (RSPDN4743)

    Order Confirmations

    PO item data handling improvements

    Improvements have been made to the handling of PO item data.

    Incorrect item status

    Fixed an issue whereby the wrong status was displayed for line items after editing a line item.

    Incorrect counter for order confirmations

    Resolved an error whereby the counter for order confirmations was incorrect when the posting was performed right after a simulation. (RSPDN4799)

    Payment Approvals

    Warning about currency change displayed even if amount was not changed

    Resolved an issue whereby a warning message about currency change was displayed even when the amount was not changed. (RSPDN5244)

    Performance issue for AR open items

    Resolved an issue whereby in the AR (PA) document type, when a document object was created, open item objects were also always created, even if in the background or when the grid was not visible in the SAP GUI. (RSPDN5251)

    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)

    Importing of documents runs even while refreshing Worklist

    The importing of payment approvals runs even while refreshing the Worklist.

    Requisitions

    Warning about currency change displayed even if amount was not changed

    Resolved an issue whereby a warning message about currency change was displayed even when the amount was not changed. (RSPDN5244)

    Web Application

    User check in Web Application is independent of user type

    Resolved an issue whereby if for the same user ID, both an internet and SAP user existed, the workflow assignment check in the Web Application could be performed on the incorrect one. (EMEIC2738)

    Old document locked on using Quick Start menu to create new document

    Resolved an issue whereby if a user was in the document detail view of a document and used the Quick Start menu to create another document, the previously opened document got locked. (RSPDN4979)

    Not possible to set a WORK CYCLE user as substitute for another WORK CYCLE user

    Resolved an issue whereby it was not possible to set a WORK CYCLE user (I user) as the substitute for another WORK CYCLE user (I user).

    No error message on action called for more than one line item

    Resolved an issue whereby when an action was aborted because more than one line item was selected for it, no error message was displayed.

    Incorrect text handling in delta mechanism

    Resolved an error whereby sometimes for Purchase Order item conditions in Order Confirmations, the Web Application delta mechanism tried to access non-existent text sublevels and failed.

    Different labeling and formatting for text areas

    Resolved an issue whereby the formatting and labeling of text areas was different from that of other fields.

    Algorithm current due generates short dump in Web Application

    Resolved an error whereby in an accounts receivable document, when you used the algorithm current due in the Web Application, a short dump was generated in the background. (RSPDN5324)

    "Create Payment Advice" button works only on second attempt

    Resolved an error whereby a new Payment Advice document was created only on clicking the "Create Payment Advice" button twice.

    Multiple sorting in document overview screen after log in

    Resolved an issue whereby when the user logged in, the automatic pre-determined sorting on the document overview screen sorted by only one field. Multiple sorting is now again possible. (RSPDN5016)

    Custom checks on "POST_CHK_CHANGE" not triggered

    Resolved an error whereby the custom checks assigned to the "POST_CHK_CHANGE" action were not being triggered. (RSPDN4683)

    Authority check for Internet users handles empty authorization profile values incorrectly

    Resolved an issue whereby the authority check for Internet users handled empty values in the authorization profile incorrectly, which resulted in the users having no authorization, instead of being authorized for all possible values. (RSPDN5213)

    Workflows

    Document locked when two users try to process the same workflow

    Resolved an issue whereby if two users were assigned to a workflow and tried to process the document at the same time, the document was locked. (RSPDN1872)

    Wrong short label for /EBY/PDWC_DWEBCYCLE_DESCR data element

    Fixed an error whereby the /EBY/PDWC_DWEBCYCLE_DESCR data element had an incorrect short label. (RSPDN4935)

    Workflow log is misleading

    Fixed an error whereby the workflow log was misleading in that it appeared as though both the initiator and approver had approved the workflow. (RSPDN4797)

    Step recipient restriction check ignored on performing "Continue" action

    Resolved an error whereby the step recipient restriction check was ignored on performing the "Continue" action. (RSPDN5069)

    Performance issue when starting workflows having restricted recipients

    Resolved an issue whereby if a workflow step was set up with the recipient restriction check, it resulted in a large number of recipients being returned for that step. In turn, this resulted in low performance during the start of a workflow. (RSPDN4875)

    Missing workflow action identifier tool

    Resolved an error whereby workflow action chains had no tool to identify which action (recall, approve, start, continue, forward, query, answer) had been called. (RSPDN4809)

    Invalid users listed as workflow step recipients

    Resolved an error whereby invalid users were listed as workflow step recipients. (RSPDN4733)

    Adding notes does not work for approvals and rejections by email

    Resolved an error whereby if adding a note was not mandatory for a workflow step, you could not add a note to the corresponding document while approving or rejecting that workflow step from the email link for it. (RSPDN005006)

    API for starting workflows ignores context attributes parameter

    Resolved an error whereby the API for starting a workflow ignored the context attributes parameter. (RSPDN4833)


    Support

    If you have questions or problems, please contact support@readsoft.com.