Kofax Process Director Accounts PayableTM 7.7 Service Pack 2

Release Notes

16 December 2019

This file contains important information about Kofax Process Director Accounts Payable 7.7 Service Pack 2.


Contents

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

    New parameter to display total amounts of documents selected in document overview

    Support for substitute profiles

    Parameter to remove or retain domain for SSO authentication

    String manipulation for SNC 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)

    New parameter to display total amounts of documents selected in document overview

    With the new parameter "pd_value_summary.IV" you can now display total amount values of invoices selected in the document overview. The parameter settings determine which fields are used to calculate the values and how the values are displayed.

    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.

    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. 


    Fixes with this release

  • Accounts Payable

  • Error in account coding allocation during checking and posting

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

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

    Missing IBAN in search help for partner bank type

    Wrong quantity and order unit after sorting

    Unauthorized users can import document from SAP

    Unauthorized users can reject document in "Send message" dialog

    Error message when creating fast entry document with limited authorizations

    Not possible to automatically hide subgrids in the document overview

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

    Short dump when transferring external tax data

    Error displaying vendor on S/4 HANA system

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

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

    Check 0004 does not check company code level alternative payee

    User action in "Others" tab results in error message

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

    Short dump in selection screen when operating on HANA database

    Fiscal period value not passed to parked document

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

    Short dump when posting a document with 2 tax lines

    Incorrect balance of India GST invoices

    Vendor determination company code searches do not work correctly

    Compatibility error on upgrading Process Director

    SARA archive deletion issues after implementation of EMEIC2863

    Code adjustments for S/4HANA 1809 and 1909 compatibility

  • Ariba

  • Attachments not created due to unknown document type

  • Umbrella

  • Current processor displayed in "Creator" field

    Incorrect error message on selecting document that was never in workflow

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

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

    Remote documents logged as changed by RFC user

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

  • Web Application

  • Withholding tax amounts stored and displayed with incorrect decimal places

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

    Single document link in email does not work for substitute

    Substitutes populated by User Exit 911 cannot be deleted

    Substitute assigned to invalid date range causes error message

  • Work Cycle

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

    Same document listed twice if you substitute for multiple users

    Incorrect formatting in cumulative email

    Email sent to recipient although workflow start failed

    Incorrect message log after delayed workflow start

    Automatic missing goods receipt workflow does not start

    Optional workflow step only skipped for first of multiple documents

    Individual reminder emails cannot be sent

    No substitution check in "Due date check" program due to missing timestamp

    Short dump on line item approval

    Automatic quantity mismatch workflow not working correctly

    Missing CONVERSION_EXIT_JUSTP_INPUT after installing Process Director support pack

    Accounts Payable

    Error in account coding allocation during checking and posting

    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)

    Missing IBAN in search help for partner bank type

    The existing IBAN information was not displayed in the search help for the partner bank type. (RSPDN1277969)

    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)

    Error message when creating fast entry document with limited authorizations

    When an authorization check with was activated in /COCKPIT/C54 and the authorization was limited to certain company codes, on attempting to create a fast entry document, the user was presented with an error message and the document could not be created. (RSPDN1253982)

    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)

    Error displaying vendor on S/4 HANA system

    Navigating to the vendor master data in an S/4 HANA system failed from the document detail screen. Either no partner number was selected or the previously displayed vendor was shown in transaction BP. (RSPDN1272856)

    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)

    Incorrect balance of India GST invoices

    The balance was calculated incorrectly if "GST India" was active and the "Calculate tax" check box was cleared. (RSPDN1287943)

    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)

    Incorrect formatting in cumulative email

    When the email format was set to "Plain Text" in WI30 and the variable &WC_DOCUMENT_LIST& was used, the document list did not display correctly. The document details were displayed to the right of the header texts instead of below them. (RSPDN1294279)

    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)

    Individual reminder emails cannot be sent

    It was no longer possible with the /COCKPIT/DUE_DATE_CHECK program to send individual email reminders to workflow processors, as it was in previous versions. (RSPDN1295835)

    No substitution check in "Due date check" program due to missing timestamp

    When running the /COCKPIT/DUE_DATE_CHECK program, under certain circumstances no timestamp was available during runtime, with the result that the check for substitutes was not performed. (RSPDN1294186)

    Short dump on line item approval

    In a line item approval workflow for an MM document, a short dump occurred when one of the assigned users opened the document and attempted to process it. (RSPDN1295733)

    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)


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