Kofax Process Director 7.7 Support Pack 4

Release Notes

20 November 2020

This file contains important information about Kofax Process Director 7.7 Support Pack 4.


Contents

New features and improvements

General Functionality

Master Data Maintenance

Web Application

Fixes with this release

Accounts Payable

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

  • Support for replacement of CRLF character in “Replace all occurrences” mapping conversion

    Customer include to allow addition of long strings in file upload

    SAP S/4HANA 2020 compliance

    Improved performance for message exception handling

  • Master Data Maintenance

  • Consistent order of fields in customer master maintenance popup

  • Web Application

  • logoff_redirect_url after user inactivity

    General Functionality

    Support for replacement of CRLF character in “Replace all occurrences” mapping conversion

    The mapping function “Replace all occurrences of parameter A with B” (/EBY/PDBO_MAF_REPLACE) has been extended to allow replacement of the new line character (CRLF) when a long text is transferred to a text field. To replace this character, enter the string “CRLF” in the first “Text” field in the mapping conversion parameters.

    Customer include to allow addition of long strings in file upload

    The customer include CI_EBY_UPLOAD_FIELDS was added to the structure /EBY/_SUPLOAD_FIELDS to allow the addition of strings when uploading data from external files. /EBY/_SUPLOAD_FIELDS offers 52 field values each with 100 characters. By adding long CHAR fields starting with FIELD53 to the customer include, for example, of type TEXT8192, it is possible to transfer long strings for long texts, notes or attachment data.

    SAP S/4HANA 2020 compliance

    Process Director is fully compliant with S/4HANA On-Premise 2020.

    Improved performance for message exception handling

    The configured settings for message exception handling are now buffered to improve performance.

    Master Data Maintenance

    Consistent order of fields in customer master maintenance popup

    The fields in the popup that appears when creating a new customer master maintenance request now appear in the same order in the SAP GUI and the Web Application.

    Web Application

    logoff_redirect_url after user inactivity

    When the user is automatically logged off after a period of inactivity, the pdweb-app.properties parameter “logoff_redirect_url” now redirects the user to the specified URL.


    Fixes with this release

  • Accounts Payable

  • Transfer errors of /EBY/PDBO_RFC_DATA_RECEIVE ignored for Accounts Payable documents

    Not possible to map Nota Fiscal item tax data

    Accrual report incorrect when posted valuated GRs excluded

    Accrual report incorrect for service PO with missing SES

  • Accounts Receivable

  • Discount value preset not applied if gross amount different to payment amount

  • Customer Orders

  • Partner determination returns partners marked for deletion

    Syntax check of structure /EBY/PDSO_SITM_IF returns errors

    Reference fields cannot be populated at item level

  • Financial Postings

  • Recurring entry template not displayed in document relations of regular posting

    Links from recurring entry to related regular postings do not work

  • General Functionality

  • Possible to delete notes added by other users

    SAP header texts displayed in Notes tab

    Invalid format message when using XLSX format for file upload

    Short dump on opening Payment terms search help

    Menu not regenerated after transport of menu configuration changes

    Documents not split correctly when uploading from CSV file

    License counter not incremented when IV license assigned to another process type

    Archiving not possible with only document type

    Line item upload does not work for documents created by file upload

    Mapping of header notes does not set Notes indicator

    Document relations for business object type /EBY/PDXY do not work

    OBJECTS_OBJREF_NOT_ASSIGNED short dumps

  • Goods Receipts

  • Error posting goods receipt related to PO with distribution

    Inbound delivery data not visible in PO items grid

  • Master Data Maintenance

  • Blocking data and deletion flags not set in update request

    Customer master maintenance Payment terms search help returns incorrect values

    Vendor bank account deleted in vendor master

    Short dump when posting a new Cost Center document with collection of cost centers

    Currency missing in Vendor Master document header

  • Order Confirmations

  • Different price unit in order confirmation prevents posting

    Price difference if the order item was ordered with a different price unit

    Incorrect quantity calculation in item proposal

  • Payment Approvals

  • Error on applying changes to payment run for multiple company codes

    Short dump during creation of Payment Approvals

  • Requisitions

  • Order price unit not taken into account when calculating header net amount

  • Web Application

  • Document editable on cancelling workflow recall or continue

    Irrelevant button in messages popup

    Same note used for "Query" and "Forward" instead of separate notes

    Error on saving after deleting or adding a note

    Wrong user displayed for locked document

    Error message after cancelling file upload

    SAML SSO fails if language not installed in SAP

    -Dcom.ebydos.webapp.config does not work with %context%

    ReadSoft Mobile demo displays blank screen instead of invoice image

    csvDownloadList Copy button does not appear in Chrome browser

    Web Application does not send empty parameters to OCI

    Not possible to change order of systems in master worklist

  • Workflows

  • Note not saved in Continue workflow

    Accounts Payable

    Transfer errors of /EBY/PDBO_RFC_DATA_RECEIVE ignored for Accounts Payable documents

    When Accounts Payable data received by the /EBY/PDBO_RFC_DATA_RECEIVE RFC could not be transferred to Process Director, the errors were ignored and the return status of the RFC was S for “Success”, although no Process Director document could be created. (RSPDN1490395)

    Not possible to map Nota Fiscal item tax data

    When Accounts Payable data received by the /EBY/PDBO_RFC_DATA_RECEIVE RFC was mapped to the data level BRITEM_TAX for Nota Fiscal item taxes, mapping failed and a generic error message was returned. (RSPDN1493566)

    Accrual report incorrect when posted valuated GRs excluded

    The accrual report returned incorrect entries when the option “Exclude posted valuated GR (MM)” was activated in the report settings. Partial invoices were not taken into account. (RSPDN1472340)

    Accrual report incorrect for service PO with missing SES

    For service-based purchase orders without a service entry sheet, the accrual report did not take into account the planned accounting information from the purchase order. (RSPDN1478745)

    Accounts Receivable

    Discount value preset not applied if gross amount different to payment amount

    The /EBY/CL_PDPA_PRESET_DISCOUNT preset did not populate the discount on header level if the gross amount was not equal to the payment amount. (RSPDN1511774)

    Customer Orders

    Partner determination returns partners marked for deletion

    The partner determination search results included partners that had been marked for deletion in the company code or the sales organization. (RSPDN1228518)

    Syntax check of structure /EBY/PDSO_SITM_IF returns errors

    When a syntax check was run on the structure /EBY/PDSO_SITM_IF in SE11, the check returned errors related to search helps. (RSPDN1494086)

    Reference fields cannot be populated at item level

    The fields Customer Reference (REF_1) and Reference Ship to Partner (REF_1_S) at item level were not supported by Process Director even though they existed in the BAPI interface. (RSPDN1519446)

    Financial Postings

    Recurring entry template not displayed in document relations of regular posting

    When a regular posting was created from a recurring entry template, the template document was not displayed in the relations list when the user clicked the “Show relations” button for the regular posting. (RSPDN1310439)

    Links from recurring entry to related regular postings do not work

    It was not possible to jump from a recurring entry to a related document if the related document was of the same type as the currently selected document but was not in the currently displayed document list. (RSPDN1472325)

    General Functionality

    Possible to delete notes added by other users

    In the Texts editor, where all SAP standard texts and Process Director notes are displayed, it was possible to delete notes created by other users. (RSPDN 1452998)

    SAP header texts displayed in Notes tab

    SAP header texts were erroneously displayed in the “Notes” tab. (RSPDN1449036)

    Invalid format message when using XLSX format for file upload

    When the format “XLSX” was defined for file upload, on attempting to upload a file with this format, an error message was displayed indicating that the format was invalid. (RSPDN1493979)

    Short dump on opening Payment terms search help

    After upgrading EHP8 SP14 with SAP Note 2816920, a short dump occurred when the user attempted to open the search help for the “Payment terms” field.(RSPDN1467478)

    Menu not regenerated after transport of menu configuration changes

    When the menu configuration was modified in one system and then transported to another system, the menu was not automatically regenerated in the destination system if it had been regenerated in the source system before the transport was released. (RSPDN1471024)

    Documents not split correctly when uploading from CSV file

    When using the “File upload from list” function to create new Process Director documents, the first line of the CSV file was always added to a separate document if the first field of the CSV was specified as the new document indicator in the “Key Col.” field of the configuration. (RSPDN1450081)

    License counter not incremented when IV license assigned to another process type

    With the exception of Down Payments, if the “IV Incoming Invoice” license was assigned to another Process Director process type in transaction /EBY/PDBO_VOBJ, the license counter of that process type was incremented instead of the IV license. (RSPDN1189066)

    Archiving not possible with only document type

    When a document was transferred with only the document type (such as PDF or XML) as a value, and without a mime type or document archive type, the document could not be archived. (RSPDN1496200)

    Line item upload does not work for documents created by file upload

    Attempting to upload line items to a document that was created by uploading a file resulted in the error message “No mapping defined for object type”. (RSPDN1497217)

    Mapping of header notes does not set Notes indicator

    When a mapping conversion was used to map external data to a header note, the “Notes” icon was not displayed for the document in the document list. (RSPDN1499344)

    Document relations for business object type /EBY/PDXY do not work

    Related documents of business object type /EBY/PDXY were listed incorrectly in the document relations table and navigation to the documents did not work. (RSPDN1500943)

    OBJECTS_OBJREF_NOT_ASSIGNED short dumps

    A missing check of the object reference assignment caused several different short dumps with the runtime error OBJECTS_OBJREF_NOT_ASSIGNED. (RSPDN1496581)

    Goods Receipts

    Error posting goods receipt related to PO with distribution

    If a goods receipt referenced a purchase order for which distribution and GR-IV were defined, error messages were displayed when the user attempted to post the goods receipt with Movement Type 102 (RSPDN1401407)

    Inbound delivery data not visible in PO items grid

    For goods receipts with reference to an inbound delivery, an additional line with the inbound delivery data was not displayed in the “PO Items” grid. (RSPDN1490072)

    Master Data Maintenance

    Blocking data and deletion flags not set in update request

    When creating a Customer master maintenance “Update” request, the company code and sales area blocking data and deletion flags from the customer master data were not set correspondingly in the new request. (RSPDN1476044)

    Customer master maintenance Payment terms search help returns incorrect values

    The search help for the “Payment terms” field displayed payment terms with the account type “Vendor” only instead of the account type “Customer” only. Now, the search help displays only payment terms that are flagged as account type “Customer” or account type “Customer” and “Vendor”. (RSPDN1490093)

    Vendor bank account deleted in vendor master

    After creating a new vendor and then extending the vendor to a new company code, the vendor bank details were deleted in the vendor master data. (RSPDN1510766)

    Short dump when posting a new Cost Center document with collection of cost centers

    Posting a new Cost Center document with a row in "Collection of Cost Centers" caused a short dump. (RSPDN1304867)

    Currency missing in Vendor Master document header

    On S/4HANA, after creating a new vendor master maintenance request with reference to another vendor, the “Order currency” field on the “Purchasing data” tab was empty. (RSPDN1543891)

    Order Confirmations

    Different price unit in order confirmation prevents posting

    When the purchase order had an order price unit other than 1, or had a different unit than the order confirmation, the posting simulation returned errors and posting was not possible. (RSPDN1495968)

    Price difference if the order item was ordered with a different price unit

    When the purchase order had an order price unit other than 1, the internal price validation returned an error message if the confirmed price had no price unit or had a different unit than the purchase order. (RSPDN1495964)

    Incorrect quantity calculation in item proposal

    When using item proposal, the quantity was calculated incorrectly if a unit conversion was entered for a purchase order item. (RSPDN1517483)

    Payment Approvals

    Error on applying changes to payment run for multiple company codes

    An error message was displayed when a payment run was scheduled for more than one company code, and the user changed the payment approval document in Process Director and applied the changes. (RSPDN1441445)

    Short dump during creation of Payment Approvals

    During the creation of Payment Approvals after a payment run, a short dump occurred due to a time-out error in the /EBY/CL_ICIV_TOOLS program. (RSPDN1496568)

    Requisitions

    Order price unit not taken into account when calculating header net amount

    The order price unit was not taken into account when calculating the header net amount, which resulted in an incorrect value in the field. (RSPDN1497276)

    Web Application

    Document editable on cancelling workflow recall or continue

    After the user clicked the “Cancel” button in the “Workflow recall” or the "Add processors to steps" popup, the document was editable, although it should have been displayed in read-only mode. (RSPDN1441616)

    Irrelevant button in messages popup

    When the user attempted to post a document from the document list, the popup that appeared displaying warning messages contained an irrelevant button with a technical label in addition to the “Continue” and “Cancel” buttons. (RSPDN1353656)

    Same note used for "Query" and "Forward" instead of separate notes

    After using the "Query" option, the note entered for sending the query was erroneously entered in the "Forward" dialog box, allowing the user to forward the document without entering a mandatory note. (RSPDN1458935)

    Error on saving after deleting or adding a note

    When the user created a note without adding any text, saved the document, then added text or deleted the note and saved again, the error message “No persistent image of object found” was displayed. (RSPDN1492857)

    Wrong user displayed for locked document

    The Web Application displayed the Web Application RFC user instead of the user who was locking the document. Process Director also spent too much time checking which user was locking a document. (RSPDN1500740)

    Error message after cancelling file upload

    An error message was displayed after the user cancelled the "File upload from list" action.

    SAML SSO fails if language not installed in SAP

    SAML SSO did not work if the user's PC or browser language was not installed in the SAP system.

    -Dcom.ebydos.webapp.config does not work with %context%

    The Tomcat parameter “-Dcom.ebydos.webapp.config” did not work correctly when used with the “%context%” variable.

    ReadSoft Mobile demo displays blank screen instead of invoice image

    On the ReadSoft Mobile demo site, a blank screen was displayed instead of the invoice image.

    csvDownloadList Copy button does not appear in Chrome browser

    When using the ":copy" attribute of the pdweb-app.properties parameter "csvDownloadList", the Copy button did not appear in Chrome.

    Web Application does not send empty parameters to OCI

    The Web Application did not send empty parameters to the OCI catalog.

    Not possible to change order of systems in master worklist

    When “displayMode” is set to “SYSTEM_FIRST” for a master worklist, the Web Application now displays the connected systems in the order specified in the “systemWorklistconfigs” parameter.

    Workflows

    Note not saved in Continue workflow

    When the user added a note in the “Add processor to steps” dialog box and clicked “Start”, the note was not added to the document. (RSPDN1341728)


    Support

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