Kofax Process Director Accounts Payable 7.9

Release Notes

20 November 2020

This file contains important information about Kofax Process Director Accounts Payable 7.9.


Contents

New features and improvements

Accounts Payable

EDI Cockpit

Web Application

Work Cycle

Fixes with this release

BSP

Support


New features and improvements

  • Accounts Payable

  • ID of last message sent displayed in document overview

    Change history for License Management

    Support for check boxes in Others tab

    Support for limitation of tax codes in OBZT

    Field help for fields in Others tab and Fast Entry

    Additional toolbar buttons for custom functions

    New user exit for SARA archiving

    New user exit to adjust fields on Others tab

    Copy from clipboard into item proposal popup

    Support for import of cross-company postings

    Option to specify preferred document for line item proposal

    Item proposal for cross company postings as in MIRO

    IMG activity to activate standard SAP BTEs

    Support for Swiss QR IBAN

    Drag and drop for multiple PO items

    Import material posting lines

    Adjustments for handling amount split and material posting data

    Changes in display of payment block for Amount split

    SAP S/4HANA 2020 compliance

    SAP field settings taken into account for posting interface preparation

  • EDI Cockpit

  • User Exit for customer-specific attachment handling

    Helper methods for IDoc attachment handling

  • Web Application

  • logoff_redirect_url after user inactivity

  • Work Cycle

  • Locked and no longer valid users excluded from recipients search help

    Change history for Work Cycle User Management

    Notification of errors in accounting lines

    Additional toolbar buttons for custom functions

    New options for automatic workflow start

    Automatic workflow recall

    Accounts Payable

    ID of last message sent displayed in document overview

    The message ID of the most recently sent message is now displayed in the "Message" column in the document overview list. 

    Change history for License Management

    Via the menu item License > Change logs, it is now possible to view all changes made in the License Management transaction /COCKPIT/LCS.

    Support for check boxes in Others tab

    It is now possible to include Boolean fields as check boxes in the "Others" tab in the SAP GUI. Previously, check boxes were only available in the Web Application.

    Support for limitation of tax codes in OBZT

    The tax codes available for selection are now limited in accordance with the settings in transaction OBZT, “Tax Code Selection for Transactions”.

    Field help for fields in Others tab and Fast Entry

    Field documentation from the field’s data element is now available in the F1 help for fields in the “Others” tab and the Fast Entry screen.

    Additional toolbar buttons for custom functions

    It is now possible to assign six custom functions to toolbar buttons instead of only three.

    New user exit for SARA archiving

    User exit 200 “Custom logic for SARA deletion” is now available to enable custom logic for SARA archiving.

    New user exit to adjust fields on Others tab

    User exit 081 “Adjust other detail fields” is now available to enable adjustments to the fields on the document detail “Others” tab.

    Copy from clipboard into item proposal popup

    A new button “Paste from Clipboard” is available for purchase orders, delivery notes and entry sheets to allow the user to paste data from the clipboard into the respective fields of the item proposal popup.

    Support for import of cross-company postings

    It is now possible to import SAP documents with an intercompany transaction number into Process Director Accounts Payable, manually via the “Import SAP document” function or using the /COCKPIT/SAP_DOC_IMPORT program.

    Option to specify preferred document for line item proposal

    With the new option “MM item suggestion preference” in /COCKPIT/C6, it is now possible to specify whether line items should be added from the purchase order or the delivery note when both are available. During manual line item proposal for an invoice, the user can change the default preference set in /COCKPIT/C6 via the new “Preference” selection list.

    Item proposal for cross company postings as in MIRO

    Process Director Accounts Payable item proposal for cross company postings has been aligned with that of MIRO, so that it now finds all purchase orders with the same reference even if they are in different company codes.

    IMG activity to activate standard SAP BTEs

    A new entry is available in the “Amendments” section of the IMG to activate standard SAP Business Transaction Events. Process Director Accounts Payable provides BTE implementations that allow automatic update of the data in the corresponding Process Director Accounts Payable document when an invoice is changed, reversed or paid in standard SAP transactions.

    Support for Swiss QR IBAN

    New fields are available in the detail screen to support the Swiss QR IBAN process. These fields are available in addition to or instead of the previously used ISR fields, depending on the standard SAP setting in the global parameters for the company code. A button is available to add the IBAN and generate the bank details from the IBAN. One-time vendors are supported, and the validity of the IBAN is checked.

    Drag and drop for multiple PO items

    It is now possible to select multiple purchase order line items and drag and drop them into the invoice.

    Import material posting lines

    When a document with material posting lines is imported from SAP, the material posting lines are added to the Process Director Accounts Payable document.

    Adjustments for handling amount split and material posting data

    The conversion functions /COCKPIT/MAP_INTERN_TO_EXTERN and /COCKPIT/MAP_EXTERN_TO_INTERN, User-Exit templates and calls, and BSP implementations were adjusted to handle amount split and material data correctly.

    Changes in display of payment block for Amount split

    If amount splitting is activated, for unposted documents the "Payment block" field is displayed only on the Invoice tab. After posting, the "Payment block" field is displayed on the Amount split tab and hidden on the Invoice tab.

    SAP S/4HANA 2020 compliance

    Process Director Accounts Payable is fully compliant with S/4HANA On-Premise 2020.

    SAP field settings taken into account for posting interface preparation

    The settings in the SAP transactions OBC4 and OB41 are now taken into account when posting FI invoices. This avoids unnecessary messages, for example, when a field contains a value, but is hidden in accordance with the settings.

    EDI Cockpit

    User Exit for customer-specific attachment handling

    The new User Exit 615 "Custom specific attachment handling for IDOCs" allows you to create customer-specific file attachments during the transfer process.

    Helper methods for IDoc attachment handling

    Two reusable helper methods are available in the class /COCKPIT/CL_EDI_TOOLS. GET_ARC_CONF performs archive document assignments and ADD_ATTACHMENT_DATA populates the attachment RFC tables with attachment data from a BASE64 encoded string.

    Web Application

    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.

    Work Cycle

    Locked and no longer valid users excluded from recipients search help

    Users locked by an administrator and users whose validity period has expired are no longer included in the workflow recipients search help.

    Change history for Work Cycle User Management

    Via the menu item Extras > Change logs, it is now possible to view all changes made in the Work Cycle User Management transaction /COCKPIT/WUM.

    Notification of errors in accounting lines

    When accounting lines have errors, such as a missing cost center, messages indicating the erroneous line numbers are displayed. In Work Cycle, the corresponding lines are also highlighted.

    Additional toolbar buttons for custom functions

    It is now possible to assign six custom functions to toolbar buttons instead of only three.

    New options for automatic workflow start

    Two new conditions are available for automatic workflow start in /COCKPIT/WI34. “005 Amount too high” starts the workflow if the invoice price for an item is higher than the purchase order price. “006 Amount too low” starts the workflow if the invoice price for an item is lower than the purchase order price.

    Automatic workflow recall

    In the Work Cycle configuration, users can now add criteria that will trigger automatic workflow recall. In the “Amendments” section of the Process Director Accounts Payable IMG, BAdI implementations can be activated to automatically recall workflows on documents when the referenced purchase order is changed or a goods receipt is posted in SAP.


    Fixes with this release

  • BSP

    Required for posting flag is ignored

    When the "Required for posting" flag was set in the Business Solution Package automatic workflow start configuration, it was possible to post the document even though a message was issued that a workflow was required for posting. (RSPDN1357172)


    Support

    If you have questions or problems, please contact Kofax Knowledge Base.