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History

Including all features, bugs and fixes released up until 3.2025.7.1

Features

This section contains a table that lists the features that were included in our releases. This article will be update with each release.

Release Version ID Title
- 2828 Performance issue openen/sluiten facturen
- 2861 Remove user from authorization pool
3.2025.7.1 2896 Show external item ID on vendor invoice line
3.2025.7.1 3169 Change label Cancel invoices
3.2025.7.1 3425 Find item id by Purchase order line external item id
3.2025.7.1 3426 Improve item lookup on the Invoice lines form
3.2025.7.1 3427 Create invoice line to an invoice
3.2025.7.1 3437 Check purchase order status when a invoice is approved
3.2025.7.1 3538 Creation of unnecessary pending invoices
3.2025.7.1 2659 Clean up Invoices to register
3.2025.7.1 2660 Set date to open period for ledger accruals (Rollback)
3.2025.1.1 2910 Enable row version change tracking on tables which enables export to Synapse
3.2024.9.3 2684 Control name on HcmWorker and HcmWorkerV2 extension can cause name conflict
3.2024.9.2 2565 Approved purchase order invoices - posting process must reference the new VarianceApproved, Balanced and Matched fields when posting
3.2024.9.2 2592 Report license variable and pipeline update
3.2024.9.2 2597 Report license variable and pipeline update
3.2024.9.2 2600 Purchase order invoice PDF active on Original Documents form
3.2024.9.2 1361 Side-by-side view of the attachment and the invoice details
3.2024.9.2 2174 Create new data entities for the authorization pool and levels
3.2024.9.2 2253 9A Invoice Processing: Adjust vendor account in invoice register - purchase order validation error
3.2024.9.2 2430 Adjustment on automated comments
3.2024.9.2 2512 Update data entity PylWFWorkerSetupEntity with new functionalities
3.2024.9.2 2513 Update data entity PylWFParametersEntity with new functionalities
3.2024.9.2 2533 New Re-check invoice status function
3.2024.9.2 2540 Activate 9A License report functionality
3.2024.8.7 1091 Issues header only invoices with PO
3.2024.8.1 2633 Creation of erroneous invoices on ‘Purchase order invoices to be posted’ form with corrupt data
3.2024.7.2 1089 9A Invoice Processing: Facturen goedkeuren over meerdere bedrijven
3.2024.7.1 2400 Rename labels still referencing the old name ‘AX’
3.2024.6.1 2202 Button to open Matching Details from All Invoices and related screens
3.2024.6.1 2241 Update script to make Invoice visible for mobile app
3.2024.6.1 2381 Improvement on delegation of workflow Items
3.2024.6.1 2382 License report for Purchase Invoice Workflow
3.2024.6.1 2397 Purchase invoice workflow descriptor update for version 40
3.2024.5.3 2340 New way of Translation of Tax group and tax code from readsoft
3.2024.5.1 2270 9A Invoice Processing: Error when applying saved views to the Invoices to be approved by me form
3.2024.5.1 2168 Rounding difference on invoice line matching is preventing posting of invoice
3.2024.5.1 2251 9A Invoice Processing: External item number for invoice account and order account
3.2024.4.3 2304 Adding additional Info for approval app
3.2024.4.2 2269 3.2024.4.2
3.2024.11.2 2830 Add additional index on PylWFVendInvoices table to improve performance
3.2024.11.2 2831 Disable the ‘Purchase Order Invoice’ button on the ‘All Invoices’ screen for invoices with lines and a 3-way matching status other than ‘Invoice Created’
3.2024.11.2 2719 Extra validation on mandatory posting proposal lines when approving an invoice
3.2024.11.2 2825 Purchase Invoice Workflow workspace tile refresh frequency
3.2024.11.2 2608 PO Invoices with lines are validated when there is no external order number
3.2024.11.2 2661 Fallback is not being replaced with the owner of the financial dimension
3.2024.11.2 2326 Issue in Invoice register when a negative amount is on the invoice with a different VAT percentage
3.2024.11.2 2327 Pasting lines from Excel or Notepad to the Posting proposal lines is not possible
3.2024.11.2 2401 Validating an invoice will overwrite the Item number based on the External item number
3.2024.11.2 2549 Implement Batch Retry Framework in Workflow classes
3.2024.11.2 2514 Create a new data entity for Resource types (PylWFVendInvoiceResourceType)
1.0.1.64 2198 9A Invoice processing Approval based on new approval level setup which uses not only worker but also financial dimension owner and project owner (RAID 1542)
1.0.1.64 2180 9A Invoice processing Approval based on new approval level setup - purchase order functionality
1.0.1.60 2197 9A Invoice processing app, new endpoint with contents of the pdf file instead of the public url
1.0.1.59 1363 Automatic addition of transport costs on invoice
1.0.1.59 1356 Add note field on Purchase order invoices status
1.0.1.58 2196 Supplier and SupplierBanks xml files should also be available in CSV file format
1.0.1.54 833 Integrate Raptor as Document storage
1.0.1.52 824 Spaces in description
1.0.1.50 841 Validation on posting proposal
1.0.1.50 842 Delete RunnableClass1
1.0.1.50 843 9altitudes module rebranding
1.0.1.50 845 Terms of payment on Prepayment functionality
1.0.1.49 850 Additional extension points for Klant
1.0.1.47 854 Inkoopfactuur workflow - kostenplaats- en projectverantwoordelijke
1.0.1.46 863 Line matching on product variant
1.0.1.46 864 Financial dimensions on posting proposal
1.0.1.46 865 Validation dimensions and total amount on posting proposal
1.0.1.46 866 Show invoice on ledger transaction
1.0.0.50 1092 Adding main account and Dimensions based on Pool when import tot proposal
0.2022.0.0 1094 Show invoice in Vendor invoice approval journal > Amounts not updated
0.2022.0.0 1095 9A Invoice Processing: Invoice lines laten zoeken op Product receipt number
0.2022.0.0 1096 Opmerkingen zichtbaar in goedkeuringsjournaal
0.2022.0.0 1098 zoeken op externe item nummers
0.2022.0.0 1100 velden blijven leeg bij ‘show invoice’
0.2022.0.0 1101 After release v 1.0.0.43 posting invoice with related purchase order does not work correctly. The invoice is not posted and the status of the invoice is set back to Registered and the workflow is reenabled.
0.2022.0.0 1104 After selecting the number of invoices to import, the system gives an error: ‘An unexpected client error has occurred’
0.2022.0.0 1105 Issue with exchange rates and tolerance in 3-way matching
0.2022.0.0 1111 veld ‘created by’ blijft leeg bij handmatig vullen factuur registratie journaal
0.2022.0.0 1088 Improve extendibility for Duynie
0.2022.0.0 1124 Due date of the imported invoice in the registration journal is incorrect
0.2022.0.0 881 PDF and invoice file names are being truncated incorrectly
0.2022.0.0 882 Workflow status on delegation/reassignment
0.2022.0.0 888 Validation invoice lines, find purchase order also based on packing slip item number
0.2022.0.0 889 Show invoice on vendor payment journal
0.2022.0.0 891 Automatic authorization reassignment
0.2022.0.0 892 Received document date & Date of VAT register on pending invoice (PLN)
0.2022.0.0 896 Purchase invoice workflow best practice improvements
0.2022.0.0 897 Purchase invoice workflow improvements
0.2022.0.0 908 Cancelled invoices in approval journal
0.2022.0.0 910 Validation invoice lines, find purchase order also based on packing slip item number
0.2022.0.0 916 9A Invoice processing When posting purchase order after it being rejected and then delegated to an approval pool, updates the status of the tasks of the old pool
0.2022.0.0 917 Readsoft interface PLN
0.2022.0.0 918 Prepayment purchase order
0.2022.0.0 919 Rejected/delegated purchase order invoice
0.2022.0.0 1069 Extend Open D365 functionality with SalesQuotationTable
0.2022.0.0 1061 Factuur met invoice line cancelen
0.2022.0.0 1062 Facturen met één regel voor een order met meerdere regels
0.2022.0.0 1072 Addidtional hooks added for developers to customize import and export Purchase invoice workflow files
0.2022.0.0 1073 Inzage alle stappen workflow proces goedkeuring inkoopfacturen
0.2022.0.0 1076 Link to invoice missing in ‘Invoices to be approved by me (Intercompany)’
0.2022.0.0 1077 Add company name to screen ‘Invoices to be approved by me (Intercompany)’
0.2022.0.0 1086 PylWFVendInvoice DocuViewer permissions
0.2022.0.0 1052 PylWFVendInvoice PDF voorbeeld
0.2021.0.0 1037 Compiling results in BP warnings about deprecated features, remove these warnings
0.2021.0.0 1038 Change lookup for product receipt
0.2021.0.0 1039 Vendor invoice account
0.2021.0.0 999 Validate item on purchase order
0.2021.0.0 1006 Pool not being filled with approval pool from ReadSoft
0.2021.0.0 1008 Automatically fill in product receipt
0.2021.0.0 954 Readsoft: Online per buyer/company send vendors and bank details
0.2021.0.0 956 Item not found on packing slip with two or more purchase orders
0.2021.0.0 958 Invoices assigned to me (Intercompany) (Klant 2638)
0.2021.0.0 959 Navigate through invoices (Previous/Next) (Klant 2638)
0.2021.0.0 965 Approve vendor transactions > Status = Invoice posted
0.2021.0.0 971 SourceAccountingEvent not updated
0.2021.0.0 973 Automatically update posting date Invoice lines
0.2021.0.0 974 Validation of invoice based on Invoice account improvements
0.2021.0.0 983 Create documentation and settings for security roles
0.2021.0.0 984 Validate sales tax amount(s)
0.2020.0.0 1002 Retrieve files for IO via Azure Blob
0.2020.0.0 1059 Incorrect purchase order on validation with duplicate product receipt numbers
0.2020.0.0 1066 Multiple purchase orders with the same product receipt number
-2146826246 2531 Posting proposal templates

Bugs & Fixes

This section contains a table that lists the bugs and fixes that were included in our releases. This article will be updated with each release.

Release Version ID Title
2677 Error ledger accrual on porting proposal
2823 Cannot edit a record in Purchase order - update (PurchParmUpdate). The record has never been selected.
2968 Niet mogelijk om een medewerker uit een pool te verwijderen
3.2025.7.1 2858 Navigation pane filter on Approval pools form does not work
3.2025.7.1 3428 3 way match status is incorrectly set to validated
3.2025.7.1 3436 Discount cause posting error due to incorrect rounding
3.2025.7.1 3498 2 purchase order lines with same item, invoiced with 1 single invoice line will result in an incorrect invoice
3.2024.9.5 2710 Approving an invoice with accrual - Ledger accrual record already exists
3.2024.9.2 2667 Performance issue on manually created pending invoice
3.2024.9.2 2532 Purchase Invoice Workflow - Can’t delete Approval pool level record , when Workflow task(s) related to the Approval pool level record are no longer active
3.2024.7.1 1116 The purchase order is not filled on the lines in the Invoice register when the line is a 3-way matching invoice.
3.2024.7.1 2380 Pending invoice created for remaining quantities
3.2024.7.1 2328 Cancelled invoices get the incorrect 3-way matching status after the invoice is cancelled
3.2024.5.1 2309 Use fixed exchange rate when a pending invoice is created from 3 way line matching
3.2024.4.3 2259 Validation of PO line invoice generates error when related Pool is set to automatic approval
3.2024.4.2 2246 3.2024.4.2
3.2024.12.1 2901 Update VendAccount on PylWFVendInvoicesLines table with the VendAccount on the header
3.2024.11.2 2662 Level numbers are mixed up after creating a posting proposal line
3.2024.11.2 2511 Saved user query values when opening Create purchase order invoices function from different places in the system
1.0.1.64 2181 Split posting proposal on CostCenter and Projects failed in case project has a costcenter, Approvers added to proposal line and new Workflow tasks factbox
1.0.1.56 1360 Vendor Bank Payment Advice report fails with a vague error
1.0.1.55 1362 Posting invoice register fails without error messages when field 9A DM document type is populated and copying the document fails
1.0.1.52 825 Run time error: Object reference not set to an instance of an object - Workspace Vendor invoice processing
1.0.1.51 839 Delegation with feedback in combination with ‘Group authorisation’ does not work correctly
1.0.1.50 844 Vendor bank account approval conflict
1.0.1.48 852 Approval journal has extra line
1.0.1.48 853 Approval does not work because the invoice has a main account line without main account
1.0.1.46 867 Files in resources are not deleted once posted in the journal when doing this in batch (manual posting does work correctly)
1.0.1.46 868 Workflow status of posted rejected invoices
1.0.1.45 877 Multi select cross company approval does not update status on all invoices
0.2022.0.0 1097 When field 3way Matching status is added as column status is manual editable
0.2022.0.0 1102 Invoices do not disappear when you delete an entire vendor invoice registration journal
0.2022.0.0 1109 Facturenregister, zonder BTW boeking geeft error Btw groep en Btw groep artikel is vereist. (Blycolin België)
0.2022.0.0 1110 U32 Field label in vendor invoice register journal not OK
0.2022.0.0 1113 Match status on Invoice Lines does not work correctly when price tolerance is enabled
0.2022.0.0 1114 Posting proposal is not saved
0.2022.0.0 1115 Posting error when using a default account from the approval pool
0.2022.0.0 1117 The function Purchase Order in the Approval Journal does not automatically filter the purchase orders based on the purchase order numbers when the invoice is a 3-way matching invoice with lines
0.2022.0.0 1118 Show invoice does not show the related purchase orders when the invoice is a 3-way matching invoice with lines
0.2022.0.0 1119 Validate when importing invoices with lines (3-way matching) that the vendor and currency are the same as on the purchase order
0.2022.0.0 1120 Create invoices buttons on Invoice lines form should only take PylWFVendInvoice records in to account which are related to a posted invoice register
0.2022.0.0 1129 InkoopfactuurWF - Do not lookup default accounts of vendor in posting proposal and Add extra line in Approval journal to posting proposal
0.2022.0.0 1132 Boekingsvoorstel - Bij activum neemt dimensies niet mee naar het goedkeuringsjournaal
0.2022.0.0 1133 Show Invoice doesn’t show document on Payment Journal
0.2022.0.0 887 Invoices are not included in the daily e-mail when tasks are reassigned automatically (Blycolin)
0.2022.0.0 890 Multiple PO numbers from XML to Invoice register cutting off the second PO number half way
0.2022.0.0 895 Status of posted invoices with PO
0.2022.0.0 909 Conflicting parameters with autopost after approval
0.2022.0.0 911 Bij delegeren van factuur in een autorisatiegroep wordt de status van de overige leden niet bijwerkt naar gedelegeerd Simac 509
0.2022.0.0 924 Adjust Workspace to new Workspace layout
0.2022.0.0 925 Invoices to be approved by me tile on workspace not always updating correctly
0.2022.0.0 1063 Post Invoice via Open Invoice
0.2022.0.0 1075 Charges not listed on Invoice in 9A Invoice Processing
0.2022.0.0 1078 3waymatch status is set to validated for header only invoices
0.2022.0.0 1080 PurchId in PYLWFVendInvoices not sychronized with PurchIdRange in InvoiceRegister
0.2022.0.0 1081 No approval tasks are created when the purchIdRange in the invoice register has a value
0.2022.0.0 990 Unable to post invoice registers in Denmark
0.2022.0.0 1034 References missing on Pylades Open D365 Model on version 1.0.20
0.2022.0.0 1035 References missing on Pylades Interface Foundation Model on version 1.0.20
0.2021.0.0 1036 Post and transfer register journal fails if approval pool is not set correctly
0.2021.0.0 993 Adding delivery Note to import through ReadSoft Online API
0.2021.0.0 1004 does not recognize correct company
0.2021.0.0 1005 VAT code by Online not imported
0.2021.0.0 1007 Error on export Bankaccount to Readsoft online
0.2021.0.0 1009 Due date from vendor invoice is not used on vendor invoice register
0.2021.0.0 955 ReadSoft: Search order authorization pool
0.2021.0.0 969 Online version - Import from Readsoft to F&O does not fill the Description in the register with the value in the Description field - Expense invoice
0.2021.0.0 970 When you reject an invoice the proposal line is empty and you are note able to create a new line (or adjust a line)
0.2021.0.0 975 Auto approval pool does not get posted automatically
0.2021.0.0 976 Fixed asset activation
0.2021.0.0 988 Invoice workflow DFO v10.0.18 (10.0.793.16)
0.2020.0.0 1048 Importing files of 0 bytes
0.2020.0.0 1053 Facturen worden niet goed behandeld in het approval journal
0.2020.0.0 1057 Optimize performance on multiple purchase invoice workflow screens
0.2020.0.0 1087 Vend invoice exchange rate is not updated
0.2020.0.0 1068 Open D365 functionality - rename label and AppId is case sensitive
0.2020.0.0 1070 Afwijkend BTW bedrag inkoopfactuurregister importeren
0.2020.0.0 1071 Form Posting proposal - add some fields and excluded records with status invoice posted
0.2019.0.0 1134 Item sales tax group wordt niet gevuld

Detailed Notes

This section contains the workitems mentioned in the above sections, with additional details and applicable notes

1361

  • Title: Side-by-side view of the attachment and the invoice details|
  • Release: 3.2024.9.2
  • Type: User Story
  • Notes The form definition which serves as the basis for the All invoices, Invoices to be approved by me, etc. forms has bee redesigned to allow a side-by-side view of the attachment and the invoice details.   If an invoice has an attachment to display, the invoice will be displayed on the right as can be seen in the image below.  If the user wants, they can hide the attachment by clicking on the Hide attachment button under the Options group in the Button Bar at the top of the form.
    Image

2174

  • Title: Create new data entities for the authorization pool and levels|
  • Release: 3.2024.9.2
  • Type: User Story
  • Notes Two new entities have been created to improve exporting and importing data from the approval pools and approval pool level tables. 
    Approval pools The new entity can be found by searching for the "Approval pools" entity when creating a new DMF project.  Image

    Approval pool levels The new entity can be found by searching for the "Approval pool levels" entity when creating a new DMF project. 
     Image

    Please note, when importing new approval pool levels that you specify a unique value in the column "PylWFAuthorizationPoolLevelsRecId". This value wont be used by the system for the creation of data but is necessary to assign a unique value to the record while importing the data. When updating data, this field should be filled with the RecId of the record in the database, as this is the unique index / identifier for a record.  
    Deprecations Note that the old entity "Approval pools V2" is an entity with the approval pools and approval pool level tables combined into one "composite" entity. This old entity offers less functionality than the two new entities and will be deprecated in a future release. Make sure you make plans to adjust any integrations or DMF projects to use the new entities. 

2430

  • Title: Adjustment on automated comments|
  • Release: 3.2024.9.2
  • Type: User Story
  • Notes Introduction

    In Finance & Operations (F&O), the system automatically adds comments to approval tasks when certain processes occur. For example, when a posting proposal is changed, it can affect the approval tasks. If this happens, the system will add system-generated comments to the comments field when an approval task is cancelled and a new one is created. This reduces the usefulness of certain functionalities, such as the Comments icon on the approval journal, which notifies the user that there is at least one approval task with comments to read. Often, these comments are system-generated, not user-generated.

    To address this issue, a new field called "User comment exists" has been added to the approval tasks. This field is populated when a user enters a comment while approving, rejecting, cancelling, or delegating an approval task.  The new field is only visible when the new parameter (see Parameters section below) is enabled. If the user has the need to filter on this field, they are able to do this using the standard grid filtering capabilities on the form.

    Image

    Parameters
    Note that the functionality described below can be enabled by setting the new "Show only user comments" checkbox to Yes in the Purchase Invoice Workflow Parameters form. If this field is set to No, the system will also consider approval tasks with system comments when displaying information.
    Image

    Invoice approval journal
    When the new parameter is enabled, the "Comments" field will display a checkbox only if at least one active workflow/approval task has comments and has been marked as having user comments. When the new parameter is disabled, the "Comments" field will display a checkbox if at least one active workflow/approval task has comments irrespective of it was marked as having user comments or not.

     Image
    All invoices - Workflow taks fact box The fact box visible on the All Invoices and related forms will only show workflow/approval tasks with user comments when the new parameter is enabled.  The fact box visible on the All Invoices and related forms will show all workflow/approval tasks with or without user comments when the new parameter is disabled. 
    Image

    Note Please note that any existing workflow/approval tasks will not be automatically updated to reflect past user comments. The new field will only be populated from the moment the new functionality is installed.

2533

  • Title: New Re-check invoice status function|
  • Release: 3.2024.9.2
  • Type: User Story
  • Notes A new field "Re-check invoice status" field has been added to the Workflow/Worker setup.
    Image

    When enabled for the user, the user is then allowed to use the new "Re-check invoice status" function which can be found on the All invoices form and all other related forms such as Invoices to be approved, etc.   Image

    The new Re-check invoice status is only visible when the function is enabled for the user on the Workflow/Worker setup. The new Re-check invoice status function is only enabled for an invoice when: 
    • the ‘Skip workflow with match’ parameter on the Purchase invoice workflow parameters is enabled
    • the the workflow status on the invoice is ‘Registered’ or ‘Created’
    • the purchase order related to the invoice has been matched, is balanced and if there is a variance, the variance has been approved
    When the Re-check invoice status function is run for a particular invoice, the following will occur: 
    • any approval tasks which has the status ‘To Approve’ will be set to ‘Cancelled‘ and the comments will be amended with the text ‘Retry validation succeeded, authorization task no longer needed’.
    • any approval tasks which has the status ‘Waiting‘ will be set to ‘Not applicable‘ and the comments will be amended with the text ‘Retry validation succeeded, authorization task no longer needed’
    • the invoice status will be set to ‘Approved’
    • if the parameter ‘Post purchase order with match’ parameter on the Purchase invoice workflow parameters is enabled, the system will also post the purchase order invoice.
    • if any step should fail during this process, the system will do a rollback of any changes to the approval tasks and invoice.
    The new Re-check invoice status function can also be called from the 9A Purchase invoice workflow menu under Periodic tasks -> Invoice processing –> Re-check invoice status.

2540

  • Title: Activate 9A License report functionality|
  • Release: 3.2024.9.2
  • Type: User Story
  • Notes 9altitudes is continually improving the way we bring our ISV solutions to market, both directly and through partners. In line with best practices in standard Microsoft solutions, we now collect telemetry data on the actual usage of our solutions starting from this release. This usage data is anonymized before leaving the customer’s environment and is sent to 9altitudes. The information is gathered once a week and shared with 9altitudes. Only this anonymous data is leaving the customers environment and is used by 9altitudes to validate alignment of the usage with the contractual agreement between the customer and 9altitudes. If any excess usage is detected, the system will continue to function properly, but 9altitudes may reach out to the customer to discuss alignment with the contract.

2269

  • Title: 3.2024.4.2|
  • Release: 3.2024.4.2
  • Type: User Story
  • Notes Released in version 3.2024.4.2.

2246

  • Title: 3.2024.4.2|
  • Release: 3.2024.4.2
  • Type: Bug
  • Notes Released in version 3.2024.4.2.

2901

  • Title: Update VendAccount on PylWFVendInvoicesLines table with the VendAccount on the header|
  • Release: 3.2024.12.1
  • Type: Bug
  • Notes In version 3.2024.9.2, a situation may arise where the vendor on imported invoice lines is incorrectly updated when modifying the vendor in the invoice register. This hotfix resolves the issue, ensuring that the correct vendor information is maintained on the invoice lines.

    To address any discrepancies between the invoice header and invoice lines that may have occurred after installing version 3.2024.9.2, a script has been developed. This script can be run for each administration to correct the data. You can run the script through your browser by using the following URL: https://<environmentname>/?cmp=<company>&mi=SysClassRunner&cls=PylWFVendInvoicesLinesCopyVendAccountFromHeader. Be sure to replace <environmentname> and <company> with the appropriate environment and company you wish to update.

2830

  • Title: Add additional index on PylWFVendInvoices table to improve performance|
  • Release: 3.2024.11.2
  • Type: User Story
  • Notes After analyzing metrics from a number of customers, we decided to add an additional index on the PylWFVendInvoices table. This should improve the performance on this table slightly. 
  • TechnicalNotes After analyzing metrics from a number of customers, we decided to add an additional index on the PylWFVendInvoices table. This should improve the performance on this table slightly. 

2831

  • Title: Disable the ‘Purchase Order Invoice’ button on the ‘All Invoices’ screen for invoices with lines and a 3-way matching status other than ‘Invoice Created’|
  • Release: 3.2024.11.2
  • Type: User Story
  • Notes
    The ‘Purchase Order Invoice’ button on the All Invoices and other related forms should only be enabled when an invoice with lines has the status ‘Invoice Created’. For invoices without lines, no changes have been made. The ‘Matching Details’ button should follow the same enabling/disabling rules as the ‘Purchase Order Invoice’ button.

    In the example below, you can see that the buttons are enabled when the invoice has the status ‘Validated’. This release addresses this issue and will no longer enable these buttons in the scenario described above.  

    Image

2719

  • Title: Extra validation on mandatory posting proposal lines when approving an invoice|
  • Release: 3.2024.11.2
  • Type: User Story
  • Notes When a user attempts to approve an invoice that is not associated with a purchase order, the system will first validate the posting proposal lines before proceeding with the approval process. There are three parameters available to enable or disable specific validations. These three parameters can be seen in the image below. Image

    Posting proposal mandatory This new validation has been introduced in this release. When enabled, the system will verify that at least one posting proposal line exists and that every proposal line has a valid account specified.
    Amount and account structure This parameter was previously known as “Validate Posting Proposal” and has been renamed in this release to enhance user understanding of its function. When enabled, this parameter checks that the total amount of the posting proposal matches the invoice value. Additionally, it validates the account structure entered on the proposal lines, ensuring that, for example, a main account is not paired with an invalid dimension.
    Total amount prompt This parameter was previously labeled “Prompt User” and has been renamed in this release to enhance clarity regarding its function. When enabled, it allows users to proceed with the approval process even if the total amount of the posting proposal lines does not match the invoice value. If the validation fails, a popup will appear, notifying the user of the discrepancy and asking if they would like to continue. Please note that this prompt does not override the check on the account structure. If the account structure validation fails, the user will not be permitted to approve the invoice.

2825

  • Title: Purchase Invoice Workflow workspace tile refresh frequency|
  • Release: 3.2024.11.2
  • Type: User Story
  • Notes The frequency at which tiles are updated on a workspace can be specified under System administration > Setup > Data cache > Tile data cache configuration. As shown in the image below, the default update interval for all Purchase Invoice Workflow tiles was originally set to 5 seconds.
    Image

    In this release, the frequency of tile updates in the underlying application has been changed to 600 seconds, which is the default for most tiles. Unfortunately, this change does not automatically update the setting in the Tile data cache configuration form, and it must be done manually where Purchase Invoice Workflow has already been installed.

    The advantage of this change is improved performance of the Purchase Invoice Workflow workspace, as tiles are not constantly updated. However, the downside is that tiles are now refreshed every ten minutes. Users can manually update the tile value by clicking the info icon and selecting ‘Begin update now’. Image

2608

  • Title: PO Invoices with lines are validated when there is no external order number|
  • Release: 3.2024.11.2
  • Type: User Story
  • Notes
    Invoices with one or more lines lacking a purchase order or external purchase order are incorrectly marked as validated when running the validation function. This release corrects this behavior, ensuring that an invoice is only marked as validated if a purchase order is correctly specified or found based on the external purchase order. If both fields are empty, the system will fail validation and display the message “Purchase order not found.”

    The validation text has also been adjusted to separate multiple failure messages on a line with a semicolon. Additionally, the warning for items not found based on the external item ID has been modified from “Item not found” to “Item not found based on external Item ID,” providing more clarity.

    An example of the new warnings can be seen in the image below:
    Image

2661

  • Title: Fallback is not being replaced with the owner of the financial dimension|
  • Release: 3.2024.11.2
  • Type: User Story
  • Notes
    A specific setup results in the fallback approver not being replaced with the owner of the financial dimension when the financial dimension is eventually specified in the posting proposal. Instead, a new approval task is created for the owner of the financial dimension. This release addresses the problem, ensuring that the fallback approver is correctly replaced with the owner of the financial dimension instead of creating a new approval task.

    The scenario outlined below illustrates how the issue was reproduced. Note that the vendor in this case does not have a default account specified.
    Image
    Registering an invoice for 50000 euros will notify that a fallback approver has been assigned to the approval task. 
    Image
    The approval tasks were correctly created with the fallback approver at level 2. However, after a posting proposal line is created with a winning location owned by Riccardo Fiaschi, the following occurs: both the fallback approver and the owner of the winning location are assigned workflow tasks at level 2. This is incorrect; the fallback approver should have been replaced with the owner of the winning location.
    Image

2662

  • Title: Level numbers are mixed up after creating a posting proposal line|
  • Release: 3.2024.11.2
  • Type: Bug
  • Notes
    When the approval pool level is marked as skip approval task when no approver is found, the level numbers are mixed up after creating a posting proposal line. This has been addressed in this release ensuring that the levels are no longer mixed up. 

    The scenario outlined below illustrates how the issue was reproduced. Note that the vendor in this case does not have a default account specified.
    Image
    After I register an invoice for 1.000.000 euros:
    Image
    The creation of the approval task for the winning location’s owner was skipped because the task was set to be skipped if a winning location was not found based on the available information when posting the journal. As can be seen, the levels on the approval tasks have been neatly numbered in ascending order.
    Image
    After adding a posting proposal line with a winning location and an owner, we see that the approval task for the winning location’s financial dimension has been correctly added at level 2, as defined in the approval pool. However, the approval tasks for Robbert Plette (level 3) and Joost Veldman (level 4) are incorrectly numbered. They should be reset to the levels defined in the approval pool.

2326

  • Title: Issue in Invoice register when a negative amount is on the invoice with a different VAT percentage|
  • Release: 3.2024.11.2
  • Type: User Story
  • Notes An issue occurs when importing a credit invoice and the tax amount is split. The tax amount correctly appears in the credit column, but it incorrectly has a minus sign in front of it. This release addresses this problem and ensures that the value is no longer negative.
     An example of this issue is shown below: 
    Image

2327

  • Title: Pasting lines from Excel or Notepad to the Posting proposal lines is not possible|
  • Release: 3.2024.11.2
  • Type: User Story
  • Notes Microsoft introduced functionality that allows copying and pasting data from Excel, Notepad, or other sources directly into a grid some time ago. While this functionality works on most grids, it did not work correctly on the posting proposal grid in the All Invoices form. This release addresses this issue, ensuring that pasting data now works similarly to how it functions in other journals.
    Additionally, it is now possible to create a posting proposal line by pressing the arrow down key on your keyboard instead of having to press the New button. 

    Image

2401

  • Title: Validating an invoice will overwrite the Item number based on the External item number|
  • Release: 3.2024.11.2
  • Type: User Story
  • Notes
    When validating an invoice with invoice lines, the system will attempt to convert any external item numbers to internal item numbers available in the system. This functionality works well; however, if the user manually specifies the item number, the invoice validation would overwrite the user’s entered value. In cases where an internal item number is not found based on the external item number, the user’s manually entered item number would be overwritten with a blank value.

    This release addresses this issue and will only set the internal item number if the field is empty.


    Image

2511

  • Title: Saved user query values when opening Create purchase order invoices function from different places in the system|
  • Release: 3.2024.11.2
  • Type: Bug
  • Notes If the function Create purchase order invoices is run from the 9A Purchase invoice workflow menu and the user happens to change the filter of the query by adding another range like the invoice number, the system will automatically remember this and the next time the user starts the same function, the system will load the users last values that they used and add the range they made previously on the invoice number to the query. This is great functionality, but the problem is that this function can also be used from the Purchase order invoices to be created form. The system will then load the last values of the user (i.e. the invoice number range), and also automatically add the range for the Record-Id to ensure that only the invoice the user has selected in the screen will be processed. In this case the extra range the user previously added is unnecessary and causes the system to process 0 records because the combination of invoice number and record-ID most likely does not exist.
    Image

    The solution that was chosen to solve this problem is to ensure that the user’s last values are not loaded when the Create purchase order invoices function is run from the menu or from the form. The system will default back to the system defined query.  The user can, if necessary, select their previous query by clicking on the Filter button and choosing the Previously used query in the selection box. 

     Image
    The same solution of clearing ranges has been applied to the Post purchase order invoices function which can be found in the menu under 9A Purchase invoice workflow > Periodic tasks > Invoice processing and from the Purchase order invoices to be posted which can be found under 9A Purchase invoice workflow > Purchase order invoices.

2549

  • Title: Implement Batch Retry Framework in Workflow classes|
  • Release: 3.2024.11.2
  • Type: User Story
  • Notes All classes capable of running in batch mode should implement the Batch Retry framework introduced by Microsoft. This framework includes functionality to retry a process if a transient SQL error occurs. With this release, several Purchase Invoice Workflow classes have been modified to incorporate the framework. Under normal circumstances, users should not notice any changes in functionality.
  • TechnicalNotes All classes capable of running in batch mode should implement the Batch Retry framework introduced by Microsoft. This framework includes functionality to retry a process if a transient SQL error occurs. With this release, several Purchase Invoice Workflow classes have been modified to incorporate the framework. Under normal circumstances, users should not notice any changes in functionality.

2514

  • Title: Create a new data entity for Resource types (PylWFVendInvoiceResourceType)|
  • Release: 3.2024.11.2
  • Type: User Story
  • Notes A new data entity has been created for exporting and importing data into the Resource types table.
  • TechnicalNotes A new data entity has been created for exporting and importing data into the Resource types table.