5 November 2019
This file contains important information about Kofax Process Director 7.8.
Program for bulk reversal of accrual postings
Mapping function to translate calendar week to date
Performance improvement for buttons that open popups with subobjects
Preset for GET/SET user parameters
Popup to enter PO when creating Goods Receipt
New interface methods called when API posting is active
Support tax classifications for customer master data
Support for partner functions in Vendor Master Maintenance requests
Support for partner functions in Customer Master Maintenance requests
Support for dunning data in Vendor Master Maintenance requests
Support for dunning data in Customer Master Maintenance requests
Check to display changed values in Vendor Master Maintenance requests in Web Application
Check to display changed values in Customer Master Maintenance requests in Web Application
Process Director Purchase Orders for use with SAP Fiori®
Map umbrella users to remote system users
New parameter to specify minimum length for triggering background search
Support for substitute profiles
Improved suggestions functionality
Parameter to remove or retain domain for SSO authentication
String manipulation for SNC authentication
New options for calculation of the workflow duration
Program for bulk reversal of accrual postings
The new program /EBY/PDFI_REVERSE_ACCRUALS "PDFI reverse accrual documents" allows bulk reversal of due or overdue accrual postings that were posted either via the posting interface or the BAPI. It also identifies whether a document has been reversed in F.81 and updates the corresponding Process Director document accordingly.
Mapping function to translate calendar week to date
Sometimes calendar weeks are quoted on incoming documents instead of a specific date. You can use the new mapping function /EBY/PDBO_MAF_DATE_FROM_WEEK to translate a calendar week to a date. By default, the calendar week is translated to the Monday of that week, but you can specify a different date calculation in the mapping conversion parameters. Factory calendars can also be taken into account.
Performance improvement for buttons that open popups with subobjects
Measures were taken to improve performance for grid buttons that open popups with subobjects, such as Taxes, Accounts, Item Conditions, and so on.
Preset for GET/SET user parameters
The new preset /EBY/CL_PDBO_PRESET_SETGET "Preset using GET/SET parameters" automatically populates fields in the document with parameter values from the user profile.
Popup to enter PO when creating Goods Receipt
When creating a new Goods Receipt document, a popup is presented in which the user can enter the corresponding purchase order number.
New interface methods called when API posting is active
New interface methods, BEFORE_POST_API and AFTER_POST_API, are now available to be called when API posting is active for vendor or customer master data.
Support tax classifications for customer master data
You can now maintain tax classification data for customer master records.
Support for partner functions in Vendor Master Maintenance requests
A new data level is available in vendor master maintenance requests where users can maintain partner functions. Changes to the partner function data can be viewed using the "Compare to SAP Data" function. The BAdIs for implementing the API and IDOC posting methods for vendor master data have been expanded to support partner functions. With API and IDOC posting, it is possible to create a partner function VN (vendor) that is different to the current vendor number, and to change the partner function VN with update documents. The new check /EBY/CL_PDMDVM_EVT_CHK_PARTNER “Check partner functions” can be used to prevent this.
Support for partner functions in Customer Master Maintenance requests
A new data level is available in customer master maintenance requests where users can maintain partner functions. Changes to the partner function data can be viewed using the "Compare to SAP Data" function. The BAdIs for implementing the API and IDOC posting methods for customer master data have been expanded to support partner functions. With API and IDOC posting, it is possible to create a partner function SP (sold-to party) that is different to the current customer number, and to change the partner function SP with update documents. The new check /EBY/CL_PDMDCM_EVT_CHK_PARTNER “Check partner functions” can be used to prevent this.
Support for dunning data in Vendor Master Maintenance requests
A new data level is available in vendor master maintenance requests where users can maintain dunning data. The BAdIs for implementing the API and IDOC posting methods for vendor master data have been expanded to support dunning data. With IDoc posting, no message appears if the alternative dunning recipient is not from the current company code. You can use the new check /EBY/CL_PDMDVM_EVT_CHK_DUNNING “Check vendor dunning data” if you wish to issue a message.
Support for dunning data in Customer Master Maintenance requests
A new data level is available in customer master maintenance requests where users can maintain dunning data. The BAdIs for implementing the API and IDOC posting methods for customer master data have been expanded to support dunning data. With IDoc posting, no message appears if the alternative dunning recipient is not from the current company code. You can use the new check /EBY/CL_PDMDCM_EVT_CHK_DUNNING “Check customer dunning data” if you wish to issue a message.
Check to display changed values in Vendor Master Maintenance requests in Web Application
With the new check /EBY/CL_PDMDVM_EVT_CHK_CHANGED "Check changed values of Vendor master data" changed values in Vendor Master Maintenance requests can be presented to the user in the Web Application when the document is checked. Messages describing the changed values are presented in the "Messages" popup and the affected fields are highlighted in the document detail.
Check to display changed values in Customer Master Maintenance requests in Web Application
With the new check /EBY/CL_PDMDCM_EVT_CHK_CHANGED "Check changed values of Customer master data" changed values in Customer Master Maintenance requests can be presented to the user in the Web Application when the document is checked. Messages describing the changed values are presented in the "Messages" popup and the affected fields are highlighted in the document detail.
Process Director Purchase Orders for use with SAP Fiori®
Process Director for Purchase Orders is now available for use with SAP Fiori. The app allows users to process Process Director requisition documents in workflow and includes the following functionality.
- Tabs to display documents in workflow and documents that have already been processed (workflow history)
- Buttons that provide access to all the information related to a requisition document, such as line items, notes and attachments
- Status information about current and previous workflows
- Easy management of the documents in workflow, including accepting, rejecting, forwarding and querying documents and assigning recipients
Map umbrella users to remote system users
It is now possible to map user IDs in the central umbrella system to user IDs in the remote systems. If the umbrella user changes or processes a document, the name of the mapped remote system user is displayed in the message logs and the "Last modified by" field instead of the RFC user.
New parameter to specify minimum length for triggering background search
By default, the parameter setting "pd_extended_search=yes" calls a field's search help in the background when the user types at least two characters in the field. This may cause timeouts if the search yields many results. With the new parameter "pd_search_on_change_DOCTYPE_FIELDID", you can override this setting for specific fields. For example, "pd_search_on_change_IV_EMAIL = 4" means that for Incoming Invoice documents (IV), the background search will only be called when the user types at least 4 characters in the EMAIL field. The setting "pd_search_on_change_EMAIL = 4" means that for all document types, the background search will be called when the user types at least 4 characters in the EMAIL field. If the parameter has a value of 0 (zero), the background search will not be called.
Support for substitute profiles
It is now possible to assign substitute profiles to substitutes.
Improved suggestions functionality
The parameter values for "pd_suggest_mode" have been extended to allow a more flexible configuration of the suggestions functionality. "pd_suggest_mode" can now be used together with "pd_extended_search" to include results from both local user suggestions and the background search.
Parameter to remove or retain domain for SSO authentication
With the new “pdweb-app.properties” parameter "ntlmauthenticate_remove_domain", you can specify whether the domain name should be removed or retained when user information is passed to the SAP RFC. Some SSO scenarios require the domain name as well as the user ID for authentication.
String manipulation for SNC authentication
It is now possible to modify the SSO string before performing SNC authentication. SNC requires full domain information in combination with the prefix p. The domain name can be retained by setting "ntlmauthenticate_remove_domain=no) in the pdweb-app.properties file. If further modifications of the string are required for successful authentication, this can be achieved by defining character manipulation values for the "Map SNC user ID to internal user ID" event.
New options for calculation of the workflow duration
In the workflow process configuration it now is possible to omit Fridays, Saturdays and Sundays from the workflow duration calculation, and to apply a factory or a holiday calendar to exclude non-working days in the calendar from the calculation.
In systems where Process Director is upgraded, but Process Director Accounts Payable remains on an older version, a short dump can occur when a Work Cycle user creates a substitute. If you have installed Process Director 7.6 SP4, 7.7 SP2 or 7.8 or higher, but have not upgraded Process Director Accounts Payable correspondingly, you should implement RSPDN1509822 in your Process Director Accounts Payable system. (RSPDN1509822)
If you have questions or problems, please contact Kofax Knowledge Base.