Kofax Process Director Accounts PayableTM 7.8

Release Notes

2 December 2019

This file contains important information about Kofax Process Director Accounts Payable 7.8.


Contents

New features and improvements

Accounts Payable

Ariba

EDI Cockpit

Process Analytics

Umbrella

Web Application

Work Cycle

Fixes with this release

Work Cycle

Support


New features and improvements

  • Accounts Payable

  • Interface of User Exit 035 extended to support item account assignments

    Automatic item proposal in "Repetitor"

    Support of payment amount split

    Select language when sending a message

    Option to set default archive document type for Fiori attachment upload

    IDoc number displayed in "TEKKI" transaction

    Generate PDF when receiving data from /EBY/PDBO_RDC_DATA_RECEIVE

    Support of nota fiscal data

    Support of withholding tax data

    Additional check to verify user when assigning to a document

    Follow-up flag configuration improvements

  • Ariba

  • Support for Ariba CIG

  • EDI Cockpit

  • User exit to determine profile name

  • Process Analytics

  • Kofax Process Analytics for use with SAP Fiori

  • Umbrella

  • Map umbrella users to remote system users

  • 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

    Improved suggestions functionality

    Parameter to remove or retain domain for SSO authentication

    String manipulation for SNC authentication

  • Work Cycle

  • User Exit to replace custom email text variables

    Accounts Payable

    Interface of User Exit 035 extended to support item account assignments

    The interface for User Exit 035 (own logic in the PBO of the detail screen) has now been extended to support item account assignments.

    Automatic item proposal in "Repetitor"

    In the "Repetitor" program, you can now choose to activate automatic item proposal for a certain company code and/or document type.

    Support of payment amount split

    For every line item in FI and MM documents, you can now split the final payment amount, as well as define different payment methods, terms, and method supplements.

    Select language when sending a message

    It is now possible to select a language when using the "Send message" function. The selection list displays all languages in which the message text is available. The default language for messages is the Communication language defined for the vendor in the vendor master data.

    Option to set default archive document type for Fiori attachment upload

    A new "Use notes" type, “F Fiori upload”, is available in/COCKPIT/C18 for document attachments and images uploaded in Fiori.

    IDoc number displayed in "TEKKI" transaction

    For users authorized to run the "WE02" transaction, using the new "IDOC-Dump" button that is now available in the "TEKKI" transaction displays the IDoc number of a transferred document.

    Generate PDF when receiving data from /EBY/PDBO_RDC_DATA_RECEIVE

    When invoice data without an invoice image attachment  is received via the generic RFC /EBY/PDBO_RDC_DATA_RECEIVE, it is now possible to use Smart Forms generate a PDF containing the invoice data. The created PDF file is added as the main invoice image to the document. This feature can be configured using the "Archiving object type assignment to MIME type" process parameter. 

    Support of nota fiscal data

    You can now view the nota fiscal tax data assigned to a document by using the corresponding button in the document overview list or document detail view.

    Support of withholding tax data

    You can now view the withholding tax data assigned to a document by using the corresponding button in the document overview list or document detail view.

    Additional check to verify user when assigning to a document

    Previously, when assigning a user to a document, it was possible to enter an invalid user name. Additional check 0025 "Check Assignment of user" now checks whether the entered user name exists. 

    Follow-up flag configuration improvements

    The maintenance screen for follow-up flags now has an improved search help, and the "Icon" and "Sequence" fields are now mandatory so that it is not possible to create invalid entries.

    Ariba

    Support for Ariba CIG

    Process Director Accounts Payable now integrates with the SAP Ariba Network via the Cloud Integration Gateway (CIG).

    EDI Cockpit

    User exit to determine profile name

    With the new User Exit 614 "Determine mapping profile", it is possible to determine the mapping profile from additional IDOC control parameters that cannot be configured in/COCKPIT/EI1, such as the IDOC type.

    Process Analytics

    Kofax Process Analytics for use with SAP Fiori

    Kofax Process Analytics is a (near) real-time reporting solution for SAP ERP.
    For the business user, Process Analytics is a graphical reporting frontend that is lightweight and easy to adopt.
    All relevant KPIs and evaluation results are shown on a dashboard overview, with the ability to drill deeper into the data. To keep the overall footprint of the application small, the drilldown capabilities are limited. Instead, the user has the option to jump directly to the focused data in the operational system.
    The aggregated data for the reporting frontend is calculated by data flows, which run automatically in the connected source systems. Modification and creation of data flows are done in a separate graphical frontend.
    Monitoring tools for the data flows ensure frictionless operation of the reporting framework.

    Umbrella

    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.

    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.

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

    With the new parameter "pd_value_summary.IV" you can now display the 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.

    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. 

    Work Cycle

    User Exit to replace custom email text variables

    The new User Exit 939, "Manipulate values for email aliases" allows you to use custom email text variables in workflow emails.


    Fixes with this release

  • Work Cycle

    Missing CONVERSION_EXIT_JUSTP_INPUT in Process Director Accounts Payable 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 a 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 Kofax Knowledge Base.