PROCESS DIRECTOR 7.5

Release Notes

2 September 2016

This file contains important information about PROCESS DIRECTOR 7.5.

General functionality
Accounts Receivable
Asset Management
Customer Orders
Financial Postings
General functionality
Goods Receipts
Order Confirmations
Web Application
Workflows

Support

New features and improvements

A warning message is now available that checks for a valid license for each object type in the "/EBY/PDBOC" transaction. If no valid license exists, this warning message is displayed before the customizing tree is opened.

Use regular expressions to filter external values

You can now use a regular expression to filter and extract a substring of an external value and map it to an internal field. The regular expression can be maintained as a mapping function parameter.

Use /EBY/PDBO_RFC_DATA_RECEIVE for invoice data

You can now use /EBY/PDBO_RFC_DATA_RECEIVE to submit invoice data.

Set substates based on messages

You can now customize substates based on error messages and their priorities.

Selection screen search on line item data

If you search for line item data, only the lines that match the search criteria are listed in the selected documents. Additional lines are hidden.

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.

Search help for excluded actions

An improved search help function is now available for excluded actions.

Email search help for messages

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

Only often used fields displayed in simplified field catalog screen

The simplified field catalog now displays only the often used fields.

New environment for data received from PIC

The “Origin” setting 02 PIC is now available for data received from Perceptive Intelligent Capture. Origins 01 and 03 have been renamed to RSB and EICC respectively.

Missing "Component type" field entry for SAP GUI in View Model

In the View Model configuration, an empty "Component type" field indicated that it related to the SAP GUI. This has been improved now; the field has an entry for the SAP GUI, instead of having to be left empty.

Message for failed authorization check

A message is now generated and displayed when you try to navigate to an SAP transaction and the authorization check fails.

Mapping conversion functions to import long texts from EDI data

With the new mapping function /EBY/PDBO_MAF_SET_TEXTID, it is now possible to specify which long texts in EDI data are transferred to PROCESS DIRECTOR. The existing mapping conversion function /EBY/PDBO_MAF_ADD_TEXT has been improved to enable transfer of multiple text IDs and multiple lines of text.

Improvements in determination handling

Determination handling has now been improved to include consistency checks for the configuration of determinations and better search results handling, as well as to optimize the use of screen space.

Improved Worklist regeneration by recomputing nested sets

Worklist regeneration has now been improved by recomputing nested sets.

Environment for the Supplier Portal

A new environment (SP) and the corresponding data model have now been created for the Supplier Portal.

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.

Copy line item values

A new button is available in the line items grid to copy line item values to other line items. If the “Ready for input” check box is selected for the field in the field catalog, existing values are overwritten.

Classic BAdIs migrated to new kernel BAdIs

Existing classic BAdIs have now been migrated to kernel BAdIs, which results in improved performance.

Check to verify if current user entered the last note

A new /EBY/CL_PDBO_EVT_CHK_LASTNOTE check is now available that checks if the current user added the last note for a document. If the document does not have a note or a different user entered the last note, an error message, which states that a new note is required, is displayed.

Check for view model

A new "Check View Model" button is now available, which allows you to check for the correctness of the configuration grid when modifying the configuration of the view model.

"GRID_NO" set as mandatory field in View Model configuration

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

Improved "/eby/pdvi_cmen" customizing table

The performance in processing the "/eby/pdvi_cmen" customizing table has now been improved.

Accounts Receivable

Navigating between Electronic Bank Statement item and Payment Advice document

If there is a Payment Advice document created for an Electronic Bank Statement item, you can now jump to that document by clicking the Payment Advice document number. This is similar to how it works in the SAP GUI.

Improved search help for “Sending bank” field

The search help for the “Sending bank” field has been enhanced for the /EBY/PDES_VPTR view. The bank name, number, country key, and SWIFT/BIC code are now display fields in the search help.

Field for account type on item level

A new field is now available to specify the account type on the item level.

API to create payment advice with external data

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

Asset Management

One common license key for asset transactions

There is now one common license key for all asset financial transaction types; that is, for the AA (Asset Aquisition), AR (Asset Retirement) and AT (Asset Transfer) object types.

Customer Orders

Sold-to party at header level in document detail

The “Sold-to party” field is now displayed read-only in the document detail “General” tab.

Index for Sales Document field

An index has been added for the SALESORDER field in the /EBY/PDSO_THDR table.

Improved sales order duplicate handling

The handling of duplicate sales orders has now been improved in that the delete action results in a canceled order so that it is not processed, and the status of the order is set to rejected.

Financial Postings

Improved performance for documents with many line items

Measures were taken to improve performance when working with Financial Posting documents containing a large number of line items. (RSPDN4593)

General functionality

Mark line items in different colors, controlled by trigger fields

You can now trigger certain fields such that when they are populated, specific line items are given distinguishing colors. You can also set priorities on the trigger fields.

Goods Receipts

Mark line items in different colors, controlled by trigger fields

You can now trigger certain fields such that when they are populated, specific line items are given distinguishing colors. You can also set priorities on the trigger fields.

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

Display conditions for PO Items

The conditions for PO Items are now displayed in a popup.

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.

Improved error handling for order confirmation documents

Three new fields are now available ("Diff date", "Qty difference" and "Price difference") that populate the difference in value every time an item-level check on the corresponding field ("Delivery Date", "Net Order Price" or "Net Value") fails.

Improved delivery date check for order confirmations

For order confirmations, the new "Check confirmed delivery date against previous confirmation" check now checks the delivery dates of the order confirmation line items against the previously confirmed delivery dates of the corresponding purchase order line items.

Check to verify correct processing order

A new "/EBY/CL_PDOR_EVT_CHK_ORDER" check is now available to verify that order confirmation data is processed in the correct order.

Check for canceled item

A new check class is now available that generates an error message when an item is canceled.

Web Application

Visual timeout countdown

A new "pd_visual_timeout=fg:bg" parameter is now available to display a visual session timeout countdown.

Improved search help for available actions

The available actions in the Web Application now have an improved search help function.

TIF and PDF attachments converted into images (or list of image pages)

TIF and PDF attachments can now be converted into images (or a list of image pages).

Search help function available for "Currency" field

The "Currency" field now has the search help function available.

Redesign of function used for uploading attachments

The function for uploading attachments has now been redesigned to display the possible file types to the user. Also, before the selected attachment is submitted, a validation is performed and any corresponding messages are displayed.

Placeholder function for input fields

A placeholder function has now been defined for text fields. When the user starts typing in an input field, the placeholder text disappears.

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)

Integration of SAML 2.0 authentication

You can now use the standard protocol of SAML 2.0 to securely retrieve information about users who are entitled to use the Web Application.

Inactive table paging icons grayed out

Inactive table paging icons are now grayed out.

Improved header layout when multiple text area fields are present

The layout of the header has now been improved to better display multiple text area fields.
A text area is now displayed as a single line input field, which when you click, displays the regular size text area in a popup.

Implement suggestions using SAP as persistence layer

You can now implement suggestions by using SAP as the persistence layer.

Image rescaling takes image orientation into account

When an image is rescaled while converting it from one format to another, the orientation of the image is also taken into consideration now.

Image attachment can be moved in attachment viewer and zoom controls have tooltips

In the attachment viewer, an image can now be dragged around, and the zoom controls now have tooltips that display their zoom percentages. The image itself also has a tooltip now, which displays the current zoom percentage.

Hide user ID from user search results

You can now activate a new customizing parameter to hide the user ID from the user search result lists.

Header fields can span multiple areas

A header field can now span multiple areas.

Exception caught by command processor now shows actual command

The exception caught by the command processor now displays the actual command executed, instead of the executor class name. This makes the message more user friendly.

Enhancement of PROCESS DIRECTOR Accounts Payable field status caching

The field status caching for PROCESS DIRECTOR Accounts Payable (PROCESS DIRECTOR Accounts Payable) fields has now been enhanced.

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.

Attachment upload with drag and drop function

You can now upload an attachment by using the drag and drop function.

Apache PDFBox converter not used for converting PDF to PNG or JPG

The Apache PDFBox converter is now not used for converting PDF files to PNG or JPG files as it created temporary files, which were never deleted, during the conversion.

"pd_search_on_change" parameter now has option to disable validation

The "pd_search_on_change" parameter has now been improved to enable the option of disabling any validation.

"User profile" node displayed even if no other node is defined for Worklist

The "User profile" node is now displayed in the Worklist, even if no other nodes have been defined.

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.

Recipient information in tooltip for workflow substitution

The tooltip for workflow status now displays the recipient user ID for substitutes too.

Normal fields instead of drop-down lists in workflow configuration screen

In the workflow configuration screen for assigning processors, the drop-down lists have now been changed into normal fields, for ease of use.

Error message is displayed if workflow process definition is deleted

Fixed an error whereby if a workflow definition was deleted, selecting a Worklist node containing a document that was in that workflow, led to an error message being displayed.

Support

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

PROCESS DIRECTOR 7.5

Release Notes

Contents

General functionality

Accounts Receivable

Asset Management

Customer Orders

Financial Postings

General functionality

Goods Receipts

Order Confirmations

Web Application

Workflows