Kofax Process Director Accounts Payable^TM 7.6 Service Pack 4

Release Notes

16 December 2019

This file contains important information about Kofax Process Director Accounts Payable 7.6 Service Pack 4.

New features and improvements

Web Application

Fixes with this release

Accounts Payable
Ariba
Umbrella
Web Application
Work Cycle

Support

New features and improvements

Web Application

New "pdap_show_po_history" parameter to configure the reading of purchase order history

New parameter to specify minimum length for triggering background search

Display of follow-up flags

Support for substitute profiles

Parameter to remove or retain domain for SSO authentication

Web Application

New "pdap_show_po_history" parameter to configure the reading of purchase order history

You can now configure the new "pdap_show_po_history" parameter to deactivate the reading of the purchase order history for the line items in MM invoices.

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.

Display of follow-up flags

Follow-up flags can now be displayed in the Web Application document overview list and the document detail. The FOLLOW_UP flag field must be added to the appropriate field catalog in the view model (under "Change system settings"). This field's input type (IMAGE or TEXT) determines whether an icon or the flag ID is displayed. A plus (+) sign on the icon/ID indicates that several flags exist; the IDs can be displayed in a tooltip. (Requires RSPDN1282417)

Support for substitute profiles

It is now possible to assign substitute profiles to substitutes.

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.

Fixes with this release

The account assignments from service entry sheets were not correctly transferred to the subsequent document. (RSPDN1246182)

Performance issue on accessing invoice with multiple accounting lines having WBS element

A runtime error occurred when an invoice with many accounting lines having a WBS element was called. (RSPDN1262233)

On using "Park" function, tax code not passed to standard SAP

When using the "Park" function with the "Calculate tax" setting activated, the tax code was not passed to standard SAP. (RSPDN1255743 and RSPDN1301814)

Wrong quantity and order unit after sorting

In an MM document, after sorting the invoice line items by the "Item" column and saving the document, the quantity and order unit of the items was incorrect. (RSPDN1268775)

Unauthorized users can import document from SAP

When an authorization check was activated in /COCKPIT/C14, users without the authorization "01 Create" were not able to use the "Import SAP document" function from the document detail, but were able to use it from the document overview. (RSPDN1292016)

Unauthorized users can reject document in "Send message" dialog

When an authorization check was activated in /COCKPIT/C14, users without authorization for the "Reject document" function were able to reject documents via the "Send message" dialog. (RSPDN1286915)

Not possible to automatically hide subgrids in the document overview

The "Items", "Accounts" and "PO Items" grids were always displayed in the document overview, even when the setting "Not displayed automatically" was activated in the view model grid configuration. (RSPDN1288561)

Incorrect line item and accounting values when operating on a HANA database

When running PROCESS DIRCTOR AP on a HANA database, the line item prices, quantities and account assignments were mixed up and no longer correct if documents were posted from the document overview or by the /COCKPI/REPETITOR program. (RSPDN1298547)

Short dump when transferring external tax data

The short dump ADDITIONAL_TAX_CODE_HANDLING "CB_ERROR" occurred when transferring external tax data if the tax information had been filled by a user exit. (RSPDN1299006)

Reporting country and VAT Registration No. not updated after line item proposal

The fields "Reporting country" ((EGMLD_BSEZ) and "VAT Registration No." (STCEG) were not updated if the vendor changed after item proposal. In addition, the values of these fields were deleted if the user changed the vendor manually.(RSPDN1270517)

Bank details and check data not transferred from Fast Entry to PD AP document

Bank details entered into a Fast Entry document were not transferred to the PROCESS DIRECTOR Accounts Payable document. (RSPDN1287171)

Check 0004 does not check company code level alternative payee

When the additional check 0004 parameter "Take account of alternative payee" was set to 2 "Always take into account", the alternative payee at company code level was not checked. (RSPDN1290984)

User action in "Others" tab results in error message

When the user performed an action (such as starting a workflow) in the "Others" tab, the error message "Document changed, operation not possible" was displayed. (RSPDN1250960)

Check 0013 fails to issue error message when vendor number is blank

Additional check 0013 "Invoicing party is blocked" failed to return an error message if the vendor field did not contain a value. (RSPDN1256039)

Short dump in selection screen when operating on HANA database

When running PROCESS DIRCTOR AP on a HANA database, if the user selected either Posted or Parked invoices (not both), a short dump occurred when the search was executed. (RSPDN1294180)

Fiscal period value not passed to parked document

When the user entered or changed the fiscal period in a Process Director Accounts Payable document and then parked the document, the entered value was not passed to the SAP document. (RSPDN1260042)

Incorrect list of substitutes due to missing parameter in User Exit 924

The /COCKPIT/WC_SUBSTITUTE_SET function returned an incorrect list of Substitute users because the IC_SUBST_PROFILE - Substitute Profile parameter was not transferred to User Exit 924. (RSPDN1277871)

Short dump when posting a document with 2 tax lines

A short dump occurred when users posted a document with 2 tax lines if a jurisdiction code was assigned to one line, but not to the other line. (RSPDN1260085)

Vendor determination company code searches do not work correctly

If a company code was transferred that was not defined for the vendor, no error message was returned, irrespective of whether the option "Company code dependent searches" was activated or not in /COCKPIT/41. (RSPDN1250931)

Compatibility error on upgrading Process Director

When upgrading Process Director Accounts Payable from version 7.5, the error "'IR_CTX' is not type-compatible with formal parameter 'IR_CTX'" occurred. (RSPDN1303720)

SARA archive deletion issues after implementation of EMEIC2863

PD AP SARA archiving enhancements introduced with EMEIC2863 or extension with /COCKPIT/TIN_DN and /COCKPIT/TIP_PO tables could cause complete database table deletion in cases where GT_HDR was returned as empty. (RSPDN1256132)

Code adjustments for S/4HANA 1809 and 1909 compatibility

Code changes were made to ensure compatibility with S/4HANA 1809 and 1909. (RSPDN1323012)

Ariba

Attachments not created due to unknown document type

No attachments were created for a Process Director Accounts Payable document if one of the attachment mime types was not maintained in table TOADD. (RSPDN1269183)

Umbrella

Current processor displayed in "Creator" field

In the document overview list, the current processor was displayed in the "Creator" field instead of the user who created the document. (RSPDN1310251)

Incorrect error message on selecting document that was never in workflow

On selecting a document that has been rejected by someone else, an error message is rightly displayed.
If another document that was never sent into a workflow was then selected, the same error message was displayed again. (RSPDN1271189)

Remote system test for Work Cycle checks for an active Web Board

The internal test for remote systems, which checks if Work Cycle is active, checked for an active Web Board instead. This resulted in the situation that if only Work Cycle was active, it was not identified. (RSPDN1265982)

Workflow start option not available in Umbrella system if Work Cycle license is missing

When there was no valid Work Cycle license key, the workflow start function was not available in an "Umbrella" system. (RSPDN1267570)

Remote documents logged as changed by RFC user

Remote Umbrella documents were logged as having being changed by the RFC user after various activities, such as opening the detail screen or performing a workflow action. (RSPDN1286328)

Short dump when follow-up flags set to clear on workflow start

If a follow-up flag in a document was set to clear on workflow start in /COCKPIT/C50, a short dump occurred when the document was sent to a workflow. (RSPDN1273926)

Web Application

Withholding tax amounts stored and displayed with incorrect decimal places

Currency values that did not have two decimal places were displayed as incorrect amounts because a nonexistent currency field was used as the reference. (RSPDN1270465)

Error on saving fields with defined check tables in "Others" tab

In the "Others" tab, for fields with defined check tables, saving led to an error being displayed. (RSPDN1242955)

Single document link in email does not work for substitute

In an email sent to a substitute, when the user clicked on the single document link (variable &WEB_CYCLE_SINGLE_DOCUMENT_LINK&), the system displayed the document overview or a blank page instead of the document details. (RSPDN1289966)

Substitutes populated by User Exit 911 cannot be deleted

When User Exit 911 populated the list of substitutes, it was not possible to delete those users from the list. (RSPDN1281287)

Substitute assigned to invalid date range causes error message

Regardless of whether it was set as active or not, a substitute user assigned to an invalid date range caused an error message to be displayed. (RSPDN1300728).

Work Cycle

For line item approval, "S" (SAP user type) not supported

During line item approval, on entering the "S" (for SAP user) value in the line item user type field, an error message was displayed. (RSPDN1262077)

Same document listed twice if you substitute for multiple users

If you were a substitute for multiple users who received the same document in workflow, the document was listed multiple times for each user that you substituted for. (RSPDN1240751)

Email sent to recipient although workflow start failed

When starting a workflow, if the user manually changed the workflow step due date to a date later than the workflow due date, the system returned the message "Workflow could not be saved". However, an email was still sent to the workflow step recipient. (RSPDN1289942)

Incorrect message log after delayed workflow start

When an automatic workflow was configured with a delay in /COCKPIT/WI35, the message log displayed messages for previously processed documents as well as the current document. (RSPDN1251028)

Automatic missing goods receipt workflow does not start

A "Missing Goods Receipt" workflow did not start automatically if the open quantity was less than zero as a result of reversing the invoice document after posting. (RSPDN1291008)

Optional workflow step only skipped for first of multiple documents

When the user selected multiple documents in a workflow with an optional step and skipped the optional step, the step was only skipped for the first document. (RSPDN1277718)

Automatic quantity mismatch workflow not working correctly

Automatic workflow start for a quantity mismatch workflow did not work correctly for purchase orders with SR-based IV and no GR-based IV. The workflow was started after posting even though there was no quantity difference between the invoice and the PO. (RSPDN1241960)

Missing CONVERSION_EXIT_JUSTP_INPUT after installing Process Director support pack

In systems where Process Director is upgraded, but Process Director Accounts Payable remains on an older version, a short dump can occur when the 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)

Support

If you have questions or problems, please contact Tech Support.

Kofax Process Director Accounts PayableTM 7.6 Service Pack 4

Release Notes

Contents

Web Application

Accounts Payable

Ariba

Umbrella

Web Application

Work Cycle

Kofax Process Director Accounts Payable^TM 7.6 Service Pack 4