Kofax Process DirectorTM 7.7 Support Pack 3

Release Notes

15 June 2020

This file contains important information about Kofax Process Director 7.7 Support Pack 3.

Important note: In a Process Director Web Application SAML SSO scenario, all assertions from the IdP must now be signed. The parameters "Certificate" and "PrivateKey" are now mandatory in the Service Provider configuration.


Contents

New features and improvements

Financial Postings

General Functionality

Web Application

Fixes with this release

Customer Orders

Financial Postings

General Functionality

Goods Receipts

Order Confirmations

Requisitions

Web Application

Workflows

Support


New features and improvements

  • Financial Postings

  • Changed interface for POSTING_CTX action

    Copy recurring template attachments to created documents

  • General Functionality

  • Replace standard data model and DAO classes with custom classes

    Support for check boxes in SAP GUI custom tab and popups

    New parameters in EBY/PDBO_CONFIG_DUMP program

    Field help for fields in custom tab and popups

  • Web Application

  • Assertions from SAML Identity Provider must be signed

    New parameter to automatically select a single search result

    Mandatory signed SAMLResponse signature

    Mandatory SAML certificate and private key

    Financial Postings

    Changed interface for POSTING_CTX action

    In the default system settings for Customer Postings (FIC), the Prepare posting data action (POSTING_CTX) was adjusted to use the FI posting interface instead of the BAPI.

    Copy recurring template attachments to created documents

    Attachments connected to recurring document templates are now attached to the documents that are created using the template. (RSPDN1356886)

    General Functionality

    Replace standard data model and DAO classes with custom classes

    It is now possible to replace standard data model classes and standard DAO classes with custom classes that inherit from the standard class. (RSPDN1308429)

    Support for check boxes in SAP GUI custom tab and popups

    It is now possible to include Boolean fields as check boxes on the SAP GUI custom tab and in popup dialog boxes. Previously, check boxes in custom tabs and popups were only available in the Web Application.

    New parameters in EBY/PDBO_CONFIG_DUMP program

    The parameter “Ignore wrong table type” allows upload of tables with a delivery class other than C or S, or tables that have delivery class C but no CLIENT field. When this option is activated, these tables must be entered in the “Special tables” field. This feature should be used with care.

    Field help for fields in custom tab and popups

    Field documentation from the field’s data element is now available in the F1 help for fields in the custom tab and custom popups.

    Web Application

    Assertions from SAML Identity Provider must be signed

    In a SAML SSO scenario, for security reasons, all assertions from the IdP must now be signed. Users will not be able to log on to the Web Application if assertions are not signed and encrypted.

    New parameter to automatically select a single search result

    If the new pdweb-app.properties parameter "pd_search_auto_select" is set to "yes" and the field's search help returns only one value, that value is automatically entered in the field. If the parameter is set to "no", the user must select the value. The parameter can also be set for a specific field or document type and field. 

    Mandatory signed SAMLResponse signature

    For SAML SSO scenarios, a signed SAMLResponse signature from the identity provider is now mandatory.

    Mandatory SAML certificate and private key

    For SAML SSO scenarious, the parameters "Certificate" and "PrivateKey" are now mandatory in the "ServiceProviderConfiguration" section of the SAMLConfiguration.XML file.


    Fixes with this release

  • Customer Orders

  • Short dump when posting Customer Order

    Error processing order with reference document

  • Financial Postings

  • File upload not possible in empty worklist node

    New posting type unavailable if added without description

    Reversal of Process Director accrual postings not possible in F.81

    Incorrect order of buttons and incorrect button tooltip

  • General Functionality

  • Incorrect format for scheduling items delivery date

    Custom popup fields do not appear on custom tab

    Worklist takes a long time to load

    Wrong field color in change mode

    Authority check as no effect

    Document status filter does not work

    Changing check parameters also changes parameters of copied check

    Short dump when using startup selection screen

    Error message after saving an empty note

    Document with empty text cannot be saved

    Incorrect error message regarding missing email address

    Dropdown field values not visible in custom tab and popups

    Issue with toolbar buttons and menu for subgrids

  • Goods Receipts

  • Missing process parameter "Archive settings for EDI data"

  • Order Confirmations

  • IDoc mapping of header notes does not set Notes indicator

    Erroneous quantity and prices issues in order confirmations for service lines

  • Requisitions

  • Default price from purchasing info record is incorrect

    Performance issues

    Missing item and account assignment data

  • Web Application

  • Web Application does not timeout when using SAML

    Removing "RequestAuthnContext" attribute from SAML configuration has no effect

    Short dump when no tooltip defined for line item icons

    Internal error when recalling workflow

    SAML signature algorithm SHA256 not supported

    "Application terminated" message after logoff

    Attachment list disappears after viewing messages

    Web Application hangs after last approval of forwarded documents

    Too many suggestions saved

    Added note is not saved

    Incorrect recipient cannot be deleted

    Empty lines displayed in document list

    Print preview page emtpy

  • Workflows

  • Incorrect workflow status after query

    Workflow initiator can approve step as substitute

    Short dump when starting Email-based approval workflow

    Workflow starts although workflow start action excluded

    Workflow recall without selection window fails

    Customer Orders

    Short dump when posting Customer Order

    A short dump occurred when checking or posting a Customer Order document. (RSPDN1343977)

    Error processing order with reference document

    When checking or posting a customer order that was created with reference to another document, the error message "Document number of the billing document does not have a document category" was displayed. (RSPDN1398075)

    Financial Postings

    File upload not possible in empty worklist node

    If the selected worklist node contained no documents, it was not possible to upload data from an external file.  (RSPDN1320653)

    New posting type unavailable if added without description

    If a new posting type was added without a description, the posting type was not available in Process Director, even though "Posting Type Description" is not a mandatory field. (RSPDN1239845)

    Reversal of Process Director accrual postings not possible in F.81

    Reversal of Process Director accrual postings was not possible in F.81 if the BAPI was used for posting. The default system setting for the FI posting type GLAR "Accrual with reversal" has been changed to the use the posting interface instead of the BAPI (check box "Post ''IF" activated in transaction /EBY/PDFI_PTYPE). (RSPDN1175437) 

    Incorrect order of buttons and incorrect button tooltip

    On the toolbar, the “Execute” button was located next to the “Show/hide attachments” button instead of next to the “Post” button. In addition, the tooltip description for “Show/hide attachments” was “Complete”. (RSPDN1363576)

    General Functionality

    Incorrect format for scheduling items delivery date

    Values in line items of scheduling agreements were displayed incorrectly due to a missing conversion for the DEL_DETCAT_EXT field.(RSPDN1333151_PD)

    Custom popup fields do not appear on custom tab

    Custom popup fields did not appear on the custom tab if the combined length of the table name and the field name exceeded 29 characters. (RSPDN1341481)

    Worklist takes a long time to load

    If users had a large number of values assigned in an authorization object used for the Process Director authorization check, the Worklist took a very long time to load, or the system timed out. (RSPDN1343706)

    Wrong field color in change mode

    Fields with incorrect values were displayed in red in display mode, but in yellow in change mode. The color should be red in both modes. (RSPDN1317762)

    Authority check as no effect

    Although transactions included an authorization check, the transactions were called regardless of the results of the check. (RSPDN1328183)

    Document status filter does not work

    When the document list was filtered by the “Document Status” column, no documents were displayed, even though documents that matched the filter were available. ((RSPDN1340331)

    Changing check parameters also changes parameters of copied check

    In the Checks configuration, when a check was copied, any changes made to the parameters of that check were also made in copies of the check. (RSPDN1203783)

    Short dump when using startup selection screen

    When selection screens and a startup selection screen were defined, but the selection screen definition and worklist node views were subsequently removed, a short dump occurred if the user entered a value in the startup selection screen for a field that was defined in the removed selection screen configuration. (RSPDN1299002)

    Error message after saving an empty note

    An error message was displayed when the user saved a note without entering text, then entered the note text and saved the document again or started a workflow. (RSPDN1356264)

    Document with empty text cannot be saved

    When a text was added to a Requisition or Customer Order document, but the “Textlines” field was left empty, it was not possible to save the document. (RSPDN1398077)

    Incorrect error message regarding missing email address

    On sending an email message, the error message “User has no email address” was displayed, even though the user’s email was maintained in the user profile and the issue was in fact due to missing authorizations. (RSPDN1396496)

    Dropdown field values not visible in custom tab and popups

    If no column width was specified in the field catalog for dropdown fields in the custom tab or custom popups, in the SAP GUI those fields had a default size of 1 and the values were not visible. (RSPDN1443784)

    Issue with toolbar buttons and menu for subgrids

    For some process types, toolbar buttons to display subgrids were missing, and irrelevant menu entries appeared in the “View” menu.

    Goods Receipts

    Missing process parameter "Archive settings for EDI data"

    The process parameter "Archive settings for EDI data", which specifies the SmartForm to use for visualizing and archiving EDI data, was not available in the process parameters configuration. (RSPDN1355289)

    Order Confirmations

    IDoc mapping of header notes does not set Notes indicator

    When the mapping conversion /EBY/PDBO_MAF_ADD_TEXT was used to map external IDoc data to an order confirmation header note, the “Notes” icon was not displayed for the document in the document list. In addition, when IDoc data with text was mapped at item level, this text was added as a header note. (RSPDN1344564)

    Erroneous quantity and prices issues in order confirmations for service lines

    When checking or processing order confirmation data for service lines, the unit of measure must match the purchase order item unit. However, with IDoc processing, the quantity is not validated, so a quantity check is not necessary. The price check now does not atake the quantity into account for IDoc processing. (RSPDN1349242)

    Requisitions

    Default price from purchasing info record is incorrect

    Due to missing or incorrect currency conversions, the default price proposed from the purchasing info record was incorrect if the vendor currency differed from the document currency. (RSPDN1341456)

    Performance issues

    Performance was poor when processing Requisitions, particularly for documents with a large PO history table. (RSPDN1404823)

    Missing item and account assignment data

    The “Item Number of Purchase Requisition” field (PREQ_ITEM) was not updated in the Process Director requisition document when it was posted as an SAP requisition. When account assignments were changed in the SAP requisition, the Process Director document was not updated accordingly. The “Item Number of Purchasing Document” field (PO_ITEM) was not updated in the Process Director requisition document when a purchase order was created in SAP with reference to that requisition. (RSPDN1409510)

    Web Application

    Web Application does not timeout when using SAML

    In an SSO scenario using SAML, the user was not automatically logged out of the Web Application after a period of inactivity. The configured timeout parameters of both the Web Application and the Identity Provider (IdP) are now taken into account. The pdweb-app.properties “normaltimeout” parameter value must be higher than the session timeout specified for the IdP.

    Removing "RequestAuthnContext" attribute from SAML configuration has no effect

    Removing the "RequestAuthnContext" attribute from the "ServiceProviderConfiguration" section of the "SAMLConfiguration.xml" file had no effect. It is now possible to suppress this attribute by setting its value to <AuthnContextClassRef>OFF</AuthnContextClassRef>.

    Short dump when no tooltip defined for line item icons

    If an icon with an empty tooltip was defined at line item level, a short dump occurred in ST22 when the system attempted to generate the icon for the Web Application. (RSPDN1353633)

    Internal error when recalling workflow

    An internal error occurred if the user selected processors in the "Workflow recall" dialog box and then clicked the "Complete recall" button. (RSPDN1325208) 

    SAML signature algorithm SHA256 not supported

    The signature algorithm in the SAML request sent to the identity provider during authorization is now determined based on the service provider certificate set in the SAMLConfiguration.xml file.

    "Application terminated" message after logoff

    The message "The application was terminated" was displayed when the user logged off. This occurred if an SSO system was included in the saplogon.properties  parameter "sapsystem" but the system the user was connecting to did not use SSO. The logon page is now displayed when the user logs off. 

    Attachment list disappears after viewing messages

    The list of attachments was no longer displayed if the user opened and then closed the "Messages" pane.

    Web Application hangs after last approval of forwarded documents

    The Web Application stopped working after the user approved the last of a number of forwarded documents.

    Too many suggestions saved

    Suggestions are now only retained when a document is saved.

    Added note is not saved

    When a user who was not the processor of a document in workflow added a note to the document, the note was not saved. (RSPDN1457411)

    Incorrect recipient cannot be deleted

    After entering an incorrect workflow recipient ID, it was not possible to delete that recipient from the recipients list.

    Empty lines displayed in document list

    Empty lines were displayed in the document overview list after the user clicked the single document link in a workflow email, processed the document, and then returned to the document list.

    Print preview page emtpy

    The print preview was empty when the parameter “pd_print_page = yes” was set and the user clicked the button to print the page.

    Workflows

    Incorrect workflow status after query

    After sending a query, the workflow status was not updated from "InWork" to "Query Sent". (RSPDN1264245)

    Workflow initiator can approve step as substitute

    If the workflow initiator was the substitute of the processor assigned to a workflow step, the initiator was able to approve the step when acting as a substitute, even though the “Not initiator” check box was selected in the workflow step configuration . (RSPDN1321807)

    Short dump when starting Email-based approval workflow

    If a workflow step was configured for Email-based approval with the “Attach PDF document” option activated and the “Attach log” option deactivated, a short dump occurred when starting the workflow. (RSPDN1374821)

    Workflow starts although workflow start action excluded

    When the user attempted to start a workflow on a document that was already in workflow, an error message was displayed, but the workflow still started. This error occurred if asterisks were used to exclude multiple actions (for example, WCST*RT*) in the “Excluded actions” customizing in /EBY/PDWC_VEACC. (RSPDN1382007)

    Workflow recall without selection window fails

    When a custom event was used to suppress display of the “Workflow recall” window in the SAP GUI for complete workflow recall, processing failed with the error message “No workflow header available in context”. (RSPDN1441193)


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