20 November 2020
This file contains important information about Kofax Process Director 7.9.
Important note: The Customer Postings view model grid number for ITEMS was changed from 2 to 3. If you have customized the ITEMS grid for the SAP GUI or the Web Application, you must change the grid number accordingly in the customer view model configuration.
Support for multiple purchase orders/purchase order items
Balance field for Customer Postings
Support for non-calculated tax data for Customer Postings
Replace standard data model and DAO classes with custom classes
Support for check boxes in SAP GUI custom tab and popups
Extension of number of characters allowed in message subject
Mapping conversions to map sublevel data based on values of the parent level
Create Process Director documents of a different process type from an existing document
Field help for fields in custom tab and popups
Product versions display in /EBY/VER
Support for replacement of CRLF character in “Replace all occurrences” mapping conversion
Mapping conversion function to prevent field values from being overwritten
New parameter to default ID for File Upload
Improved performance for message exception handling
Customer include to allow addition of long strings in file upload
Support for creation of inbound deliveries
Search help to assign a material document
Consistent order of fields in customer master maintenance popup
Mapping conversion function to generate multiple scheduling lines
Process parameter to switch between BAPI and IDoc posting
Receive order confirmation IDoc data from Ariba CIG
New Posting BAdI methods to support BAPI posting
Start payment run from Process Director
logoff_redirect_url after user inactivity
Support for multiple purchase orders/purchase order items
The new data level “Items” allows users to enter data for more than one purchase order/purchase order item.
A new BAdI “Posting” is available to add custom logic before or after a Down Payment document is posted.
The following new check functions are available for down payment documents:
- Check the total amount of all down payment items for a purchase order against the total open down payment amount of that purchase order
- Check the amount of a down payment item against the open down payment amount of the corresponding purchase order item
- Check whether a down payment is allowed for the corresponding purchase order
- Check the total amount of all down payment items for a purchase order against the total open amount of that purchase order
- Check the amount of a down payment item against the open amount of the corresponding purchase order item
- Check the total amount of the down payment items against the total value in the header
Balance field for Customer Postings
The "Balance" field is now displayed in the "General" tab in Customer Postings (FIC). It shows the difference between the "Debit total" and "Credit total" values, taking taxes into account if the "Calculate taxes" check box is selected.
Support for non-calculated tax data for Customer Postings
A new data level, “Tax Data”, is now available for Customer Postings. If tax is not calculated automatically, users can enter tax data at this level (similar to the “Tax” tab in transaction FB70). The posting interface, the posting BAdI, and the /EBY/CL_PDFI_PRESET_SHKZG preset (debit/credit indicator) have been adjusted to support this tax data. The search help for the “Tax code” field is limited in accordance with the settings in transaction OBZT.
Important: The view model grid number for ITEMS was changed from 2 to 3. If you have customized the ITEMS grid for the SAP GUI or the Web Application, you must change the grid number accordingly in the customer view model configuration.
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.
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.
Extension of number of characters allowed in message subject
In the "Send message" dialog box, it is now possible to enter more than 35 characters in the "Subject" field of the message.
Mapping conversions to map sublevel data based on values of the parent level
With the new mapping conversions /EBY/PDBO_MAF_SET_MEMORYID and /EBY/PDBO_MAF_CHECK_MEMORYID, it is possible to map sublevel data based on the values of the parent level. This is useful for IDocs, for example, when the field value of a subsegment should only be mapped to a Process Director field if the qualifier of its parent segment has a specific value.
Create Process Director documents of a different process type from an existing document
For each Process Director process type, it is now possible to add up to three toolbar buttons to allow users to create new Process Director documents of a different process type based on the current document. For example, allow users to create a new Master Data Maintenance Request from a Customer Order document. The mapping configuration specifies which field values, notes and attachments to transfer from the existing document to the new document.
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.
Product versions display in /EBY/VER
The /EBY/VER transaction now displays the version number of all installed Process Director and Process Director Accounts Payable products. Previously only the Process Director version was displayed.
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.
Mapping conversion function to prevent field values from being overwritten
Particularly when mapping IDoc data, there is sometimes a requirement to map multiple external fields to the same Process Director target field. The new mapping conversion function /EBY/PDBO_MAF_NO_OVERWRITE prevents existing values in the target field from being overwritten.
New parameter to default ID for File Upload
The new user parameter /EBY/FILEUPLOAD enables a user to set a default value for an ID to be used upon File Upload.
Improved performance for message exception handling
The configured settings for message exception handling are now buffered to improve performance.
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.
Process Director is fully compliant with S/4HANA On-Premise 2020.
Support for creation of inbound deliveries
Process Director now supports the creation and posting of inbound deliveries for advanced shipping notifications. When creating a Goods Receipt document, selecting the new header field check box "GI via delivery" indicates that the document refers to an inbound delivery instead of a goods receipt. Posting the document creates an inbound delivery shipping notification document in SAP and a corresponding confirmation entry in the purchase order. The inbound delivery document number is entered in the "Inbound delivery" field in the Process Director document. The new check /EBY/CL_PDDN_EVT_CHK_CREATE_ID "Check whether an inbound delivery can be created" can be implemented to verify that the data of the inbound delivery document matches the data of the purchase order.
Search help to assign a material document
A search help is now available when a user assigns a material document to an existing Goods Receipt document using the "Link to SAP document" function.
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.
The document splitting class /EBY/CL_PDOR_SPLIT_DOCUMENT is now available to ensure correct splitting of order confirmation documents. A document is not split if there are errors on header level, or if a different document needs to be processed first. Order confirmation line items for the same purchase order item are moved to the same document. If there is an error in a purchase order item, all order confirmation items for that item are moved to a new document.
Mapping conversion function to generate multiple scheduling lines
The new mapping conversion function /EBY/PDOR_MAF_OR_SCHEDULES allows processing of order confirmation IDoc data with multiple scheduling lines for the same item. This function generates a new Process Director order confirmation item line for each delivery date.
Process parameter to switch between BAPI and IDoc posting
If the deactivation flag of new process parameter “IDOC posting active” is checked, posting takes place via the BAPI. If the flag is not checked, posting takes place via the IDOC interface.
Receive order confirmation IDoc data from Ariba CIG
When an IDoc with order confirmation data is received from Ariba CIG, a new Process Director Order Confirmation document is created. The attachment data from the IDoc is extracted, added as an attachment to the Process Director document and archived.
New Posting BAdI methods to support BAPI posting
The new methods BEFORE_POST_BAPI and AFTER_POST_BAPI were added to the Order Confirmation Posting BAdI to support custom coding when posting via the BAPI.
Start payment run from Process Director
Users can now use the "Post" function in Process Director to start the payment run in F110.
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.
If you have questions or problems, please contact Kofax Knowledge Base.