Detailed Changelog for Continia Document Capture 2021 R2
This article lists all new features and bug fixes for each version of Continia Document Capture 2021 R2.
Tip
As a Continia partner, you can be notified of new Document Capture versions and service packs whenever they're released. To sign up for this service, go to this page in the Continia PartnerZone (only available to partners).
Document Capture 2021 R2 Service Pack 6
Released: June 19, 2023
App version: 8.6.0
FOB version: 8.06
New or changed functionality
Functional area | Description | ID |
---|---|---|
Platform and Technology | The Continia Web Approval Portal has been updated to version 1.27.3. | 45904 |
Bug fixes
Functional area | Description | ID |
---|---|---|
Document and Templates | When recognizing fields in an XML purchase document with an embedded file where the file name contained a dot character and did not have a file extension, the following error occurred:
| 44535 |
Document and Templates | When moving a document from Documents (UIC) to the active company and the template was set to Register Documents Automatically in the Template Card, the following error occurred:
| 44947 |
Document and Templates | After moving a document to another company, the preview was not shown for documents created from XML files. | 45473 |
Document and Templates | When having two XML Master templates with the same XML Identification Template and selecting Recognize Fields on an XML document, the following error occurred:
| 45710 |
Document and Templates | When recognizing template fields with Data Type set to Lookup, the following error occurred in the Document Journal:
| 45863 |
Document and Templates | The attachments were unintentionally deleted when a document was moved to the unidentified company and later moved to another company. | 47106 |
Document Approval | When using Send Status email to Approvers, emails were not sent to shared users when setting Forward Emails in the Approval Sharing. | 46926 |
General Application | When Use Cloud OCR is false, and when using the same file path for PDF File Path for OCR, File Path for OCR-processed files, or XML File Path, the following error is shown:
| 44380 |
General Application | When accessing the Vendor Card page in the Belgian and Austrian localization without a Document Capture XML license, the following error was shown:
| 46062 |
General Application | Expanded the progress text variable from 30 to 100 chars in the Storage Migration Status page to prevent the below error in setups with a large number of documents pending migration:
| 46765 |
Platform and Technology | Fixed an issue in the Document Header fields subpage, where the cursor would return to the field having focus (field 1) instead of the field clicked with the mouse (field 2). This issue occurred when
| 41837 |
Purchase Documents | When capturing a valid IBAN more than 30 characters long into the Vendor Bank Account No. header field, the following error comment was added to the document.
| 44418 |
Document Capture 2021 R2 Service Pack 5
Released: January 20, 2023
App version: 8.5.0
FOB version: 8.05
New or changed functionality
Functional area | Description | ID |
---|---|---|
Country and Regional | The NLB language has been added to page 138 Posted Purchase Invoice in the Belgian localization. | 43269 |
Document and Templates | The Comment field has been added to page 6085600 - CDC Document List With Image and page 6086074 - CDC Delegated Documents List. | 40280 |
Document and Templates | The following comment is now configurable:
| 43142 |
General Application | Added validation code to the EWS Client Secret field on the CDC Document Category table to prevent common input mistakes. | 42452 |
Platform and Technology | Events have been added to the solution. For details, please see Event Publishers for Document Capture 2021 R2 (8.00) | 26926 |
Platform and Technology | When pressing Export Attachments on the MenuSuite in NAV 2013 or NAV 2013 R2, the following error occurred:
| 38484 |
Platform and Technology | The Continia Web Approval Portal has been updated to version 1.26.1 | 43356 |
Bug fixes
Functional area | Description | ID |
---|---|---|
Country and Regional | Corrected the following German's welcome mail texts when exporting users to Continia Online:
| 38320 |
Document and Templates | When a document is registered and re-opened, document validation has been added to ensure that the auto-match process is correctly triggered again. | 24415 |
Document and Templates | During document registration, Unit Cost, Line Discount %, Line Discount Amount, and Line Amount were re-calculated on the purchase line when the Unit of Measure Code on the document line was different from the Base Unit of Measure on the Item Card or Resource Card pages. | 26491 |
Document and Templates | When selecting the Accounts for Amounts action for a document without a template assigned, the list contained all existing posting setups for all templates in the database. The Accounts for Amounts action is now disabled when a document does not have a template assigned yet. | 30471 |
Document and Templates | For master template fields with Data Type Lookup, the predefined value in the formula field is now populated when a template is created from the master template. | 39397 |
Document and Templates | When creating a new template field, special characters are preserved for the following template fields:
| 39552 |
Document and Templates | When an identification field contained multiple words (e.g. Vendor Name = "My Supplier"), the right template was not found in some situations. | 39594 |
Document and Templates | In Dynamics NAV versions 3.70 to 6.10 classic client (3.70 to 2009 R classic client), the Attachments action under the Document button on the Document List With Image form has been removed as it was added there by mistake. | 40328 |
Document and Templates | The feature that copies an existing vendor template from a different company is no longer case-sensitive for the vendor name field. Note that the user must have access (permission), and Document Capture must be activated in the companies involved. | 40675 |
Document and Templates | When using the Recognize Fields action and recognizing lines, and having a line field with a long field code, the following error occurred in some situations:
| 40971 |
Document and Templates | When registering a document and Continia Payment Management was installed, the following error could occur:
| 42272 |
Document and Templates | The Max. Variance Amount Allowed (LCY) field on the Template Card was incorrectly updated when updating on the master template. | 42341 |
Document and Templates | In some situations, the document comment shown below could be displayed multiple times in the document comment section.
| 42952 |
Document and Templates | When adding a vendor with a name longer than 50 characters to Excluded Sources on the Document Category, the following error occurred:
| 42995 |
Document and Templates | Line recognition without captions has been improved. Before, document lines without header captions were not recognized across similar documents. Now, the lines are recognized when the line columns are in the same position within the vertical and horizontal margins in the document. | 43083 |
Document and Templates | When looking up using the Template List page, search texts for the current template were not shown. | 43471 |
Document and Templates | Corrected a spelling mistake on the Category card. The field caption "TIFF Image Colour Mode" was changed to "TIFF Image Color Mode". | 43522 |
Document and Templates | When creating a template using the "Create/Select Template..." action, the fixed value or formula field for lookup fields was not transferred to the created template. | 43931 |
Document Approval | When setting a date or boolean filter on advanced approval groups, the following error occurred:
| 34602 |
Document Approval | The performance has been optimized when running the CDC Purch. Approval Entries page. | 41956 |
Document Approval | The handling of number filters in Advanced Approval Groups has been improved. | 42579 |
General Application | The Export Attachments report did not include any additional files even when the Export Related Documents option was populated. | 34791 |
General Application | When sending status emails, the following error occurred in some situations:
| 41037 |
General Application | As the XML Attachments document category (XMLATTACH) is only to be used for automatically saving the files embedded in an XML Document, this category is now filtered out from all the Drag and Drop Categories pages. | 41233 |
General Application | Allow Force Registration was not copied to other companies when you, in the User Setup by Company in the Continia User page, granted the user access to another company. Export User is now hidden in the Continia Users List page when the web approval portal is not configured in any company. | 41724 |
General Application | When renaming a record in a table where the primary key was Time, BigInteger, or DateTime, the following error occurred:
| 42899 |
Order & Receipt Matching | In the Invoice Matching page when splitting a line on a purchase order, Status is now set to Open, in order to avoid following error:
| 21769 |
Order & Receipt Matching | An error message was shown when performing a manual match and typing in a negative Direct Unit Cost (Invoice) or negative Direct Unit Cost (Cr. Memo). The following message was shown if the document was matched to a receipt or an order:
| 39210 |
Platform and Technology | The Document Nos. is now validated for characters that either the file system or Azure Blob Storage does not support. This validation occurs when setting the document number series and when importing documents. | 39545 |
Purchase Documents | Payment Reference is now updated on Danish FIK 75. | 38424 |
Purchase Documents | The Pay-to Name field in the CDC Purch. Allocation Header table has been extended from 50 to 100 characters. | 41575 |
Document Capture 2021 R2 Service Pack 4
Released: September 26, 2022
App version: 8.4.0.0
FOB version: 8.04.00
New or changed functionality
Functional area | Description | ID |
---|---|---|
Documents and Templates | Added support for line translation for the sales category using the GTIN field on the Item. | 24082 |
Documents and Templates | For the Danish localization (DK), the following three new template fields have been added to the PEPPOL3 template to support FIK numbers.
| 32731 |
Documents and Templates | The following comments have been made configurable:
| 34866 |
Documents and Templates | The data caption on the Template Field Card has been changed to show the field name only. For example, Amount Excl. VAT. Previously the following was shown at the top of the Template Field Card page: Template number, Type, Code, and Field name. | 39185 |
Document Approval | The Document Card and Match Lines actions are added to the Assigned To Me page. | 28013 |
Document Approval | When approving an invoice under the following conditions
| 40314 |
General Application | The OCR configuration file is now exported when changing relevant fields and using on-prem OCR, including modifying the Process PDF files with XML files field. Previously the OCR configuration file was only automatically exported when using cloud OCR. | 28627 |
General Application | When translating No. and Description, the system has been changed to prioritize exact values over values containing the asterisk (*) symbol. With the following configuration for the No. field,
Support has also been added for enclosing search terms in single quotes (') when the value includes characters that are reserved for use in Business Central filter-notation (i.e. the characters ( ) | < > = .. ? &). It is, however, not possible to wrap the asterisk (*) and the Ignore case-sensitivity operator (@). The priority order is:
| 32564 |
General Application | The NAV Login Type field on the Continia User list is now editable to support scenarios where the default value must be changed. | 32740 |
General Application | When changing one of the fields relevant for OCR processing, the following notification is shown in RTC:
| 39184 |
Order & Receipt Matching | The Special Sales Order No. field is now available on the Purch. Invoice Match Subpage. | 39228 |
Platform and Technology | Events have been added to the solution. For details, please see Event Publishers for Document Capture 2021 R2 (8.00) | 26926 |
Bug fixes
Functional area | Description | Id |
---|---|---|
Documents and Templates | When registering a document while applying an amount distribution code on negative amounts, the following error occurred:
| 21762 |
Documents and Templates | When batch registering documents from the GLDOC category, none of the documents were registered. | 27400 |
Documents and Templates | The 'Stop LineRecognition' field is now hidden when the template field type is Line or Allow Line Recognition is not activated. | 30823 |
Documents and Templates | Calculations in formulas did not work when a template field code contained a space or certain special characters. Therefore, template field codes are now prevented from including a space or the following special characters: /*-+()|<>%^&=.?$#@'". | 31969 |
Documents and Templates | The line translation failed when the Vendor Item No. on the item was not uppercase. | 32721 |
Documents and Templates | When using an Amount Rounding Precision different from the Invoice Rounding Precision defined in General Ledger Setup and recognizing lines, the following error occurred in some situations:
| 34575 |
Documents and Templates | When registering a document and Transfer Value to Header Table or Transfer Value to Line Table was blank, the following error occurred in some situations:
Now, the field ID is shown when Transfer Value to Header Table or Transfer Value to Line Table contains a field number that does not exist. | 34615 |
Documents and Templates | To improve the performance when showing the scanned images on the Document Journal, we now limit the number of external calls, only checking for HTML files on a document if the file type is XML, | 34713 |
Documents and Templates | In the Portuguese configuration file, rules and captions changed to the following for the DOCTYPE field on master templates:
| 38421 |
Documents and Templates | When importing the first document from the Document Categories lookup from the Document Journal page, all the actions were disabled until the Document Journal page was reopened. | 38493 |
Documents and Templates | When pressing the "Add Template Field" action in the Document Journal, focus is now placed on the first field on the Template Field List. Previously, focus was placed on the last field in the list. | 38592 |
Documents and Templates | The Order/Return Order field always showed false on the Assigned Documents page. | 38682 |
Documents and Templates | In some situations, the Move Up and Move Down actions on the Template Fields subpage did not work. | 38959 |
Documents and Templates | When using a field translation with stars (*) at both the beginning and the end of the translation, the word was not translated correctly. | 38978 |
Documents and Templates | The Delete after Download field was wrongly hidden after selecting an EWS protocol on Document Category Card. | 39102 |
Documents and Templates | In Classic Client, when selecting more than 100 pages to split, the following error could occur:
| 39200 |
Documents and Templates | The copy template action was disabled on identification templates. Now it is enabled. | 39325 |
Documents and Templates | When recognizing fields from the Document Journal, the following error occurred in some situations:
| 39593 |
Documents and Templates | For the German localization, no stylesheet was shown when opening an XRechnung CII document. | 40286 |
Documents and Templates | For the German localization, the XRechnung CII XML master template did not recognize the document type correctly. | 40297 |
Documents and Templates | When importing a Svefaktura, embedded files did not get created as attachments. | 40810 |
Document Approval | A wrong advanced approval group could be used if the purchase header filters contained the range operator "..". | 30591 |
Document Approval | When cancelling an approval request for a purchase header with a posted allocation, the allocation was not recreated when the purchase header was again sent for approval. | 39188 |
General Application | When using the Force Register function on a document where the GL Account No. had been specified, the registered invoice had no lines. | 30224 |
General Application | When activating both "Use Cloud OCR" and "Export OCR Configuration Files" in the Document Capture Assisted Setup Guide, it was not possible to deactivate "Export OCR Configuration Files" until "Use Cloud OCR" was deactivated. | 30449 |
General Application | When accessing the template field card, the fields Type and Code are now only visible when creating a new template field. | 32265 |
General Application | When clicking on the document line on the Payment Journal page, the following error occurred in some situations:
| 34701 |
General Application | The value in the following fields has been masked:
| 38741 |
General Application | When exporting configurations through the Document Capture Assisted Setup Guide, decimal values were converted to integers (e.g., 22,5 was converted to 225). | 38812 |
Order & Receipt Matching | When Invoice Reg. Step 1 was set to Match & Update Order or Credit Memo Reg. Step 1 was set to Match & Update Return Order, it was possible to register the document without any warning message. Now, the following warning message is shown, when registering an invoice without matching:
| 39334 |
Platform and Technology | When the template field code was more than 15 characters long, the following error occurred during field recognition:
| 39544 |
Purchase Documents | Document Capture fields were shown on page 51 (Purchase Invoice card) even when Document Capture was not activated. | 32441 |
Purchase Documents | When registering a DC document using the option "Match and Update Order", the resulting posted purchase invoice/credit memo did not show the correct number of attached documents. | 32754 |
Document Capture 2021 R2 Service Pack 3
Released: April 27, 2022
App version: 8.3.0.0
FOB version: 8.03.00
New or changed functionality
Functional area | Description | ID |
---|---|---|
General Application | The sorting of the comments on the Document Card was not the same as the sorting on the Document List: This has been changed, so the comments on the Document Card are now sorted the same way as on the Document List. | 14670 |
Platform and Technology | Events have been added to the solution. For details, please see Event Publishers for Document Capture 2021 R2 (8.00) | 26926 |
Platform and Technology | The Continia Web Approval Portal has been updated to version 1.24.1. | 32311 |
Bug fixes
Functional area | Description | ID |
---|---|---|
Country and Regional | An error comment is created when the same external document number is used more than once. However, in the Spanish localization, Business Central can be configured to allow the same external document number to be used several times by populating the "Same Ext. Doc. No. in Diff. FY." field in Purchases & Payables Setup. This is now supported in the Spanish localization. | 30669 |
Documents and Templates | When drilling down into "Pending OCR" or "Ready to import" on the Document Capture Role Center, the document list is now shown when there only are documents in one category. | 23487 |
Documents and Templates | The Delete button on the Split and Merge Documents page was enabled, even though the "Allow Deleting Documents" option was not activated on the Document Category page. | 27408 |
Documents and Templates | On a template with "Prices Incl. VAT" set to yes, populating "Validate VAT Calculation" did not work as intended. | 29586 |
Documents and Templates | It is now only possible to have one default vendor template. Setting a vendor template to default will remove the default setting from other vendor templates. | 29961 |
Documents and Templates | The setting "Change Sign" on template fields did not change the sign as expected in some situations. | 30347 |
Documents and Templates | Fixed an issue where it was not possible to recognise any fields on a document after performing split and merge. | 30352 |
Documents and Templates | The "Assign To User" action on the "Assigned to me" page was not populated with all available users in specific configurations. | 30919 |
Documents and Templates | Multiple look-up's in rules could lead to unintentional modification of the rules on the master template. | 30934 |
Documents and Templates | When running Document Capture in Business Central Online and using the "Split and Merge", Rotate, or "Move Up/Down" functions, you could receive the following error:
| 31514 |
Documents and Templates | The validation of the FIK number was not correct. For example, when the FIK number started with 71, 73, or 75, the system wrongly only accepted vendor numbers beginning with 7, 8, or 9. | 31615 |
Documents and Templates | The KID field is now copied to the created purchase header during document registration. | 31841 |
Documents and Templates | While registering a sales document and if there was a difference between the imported and assigned amounts, the created sales document was not rolled back and the DC Document status stayed open. | 32064 |
Document Approval | In some situations, the company name was not encoded correctly in the link to the Business Central client when sending out approval e-mails. | 30240 |
Document Approval | When a user with NAV Login Type "No NAV Login" or Database tried to log in on the Continia Web Approval Portal, the following error occurred if the user had been exported without WebService Key:
| 30509 |
Document Approval | The advanced approval groups link was wrongly opening the Approval Sharing page instead of the Advanced Approval Groups page. | 30908 |
Document Approval | We have fixed an issue where the number of documents was not correct in the Approval Portal. | 31573 |
Document Approval | Now approvers can see their own documents in the Document Archive Search (page 6085792) even when the Continia Web Approval Portal isn't used. | 32367 |
General Application | When identifying a template with more than two search texts, the "Identified By" in the Document Journal field was blank. | 25471 |
General Application | The Attachment action has been disabled when no documents are shown on the Document Journal page. | 25502 |
General Application | When deleting a Continia User Setup record, the related record from the standard User Setup table was also deleted if the standard Business Central fields not shown on the Continia User Setup page were empty. The record from the standard User Setup table is now only deleted if fields added by extensions also are empty. | 28070 |
General Application | The icon used for the Create Web Services function on Continia Web Portal List has been changed to the icon used for the same function on other pages in Document Capture. | 29400 |
General Application | When filtering on the Get Order Lines page (opened from the Invoice page), the following error occurred if no purchase lines existed within the applied filter:
| 30662 |
General Application | The "Document Search" function returned different results when searching for more than one word and when changing the order of the words. The search has been corrected, and the process now works as an AND search in all scenarios when searching for more than one word. | 31025 |
General Application | The File Factbox on the Payment Journal did not show all relevant documents in some situations. | 31877 |
Order & Receipt Matching | When matching against a receipt or return shipments line for a G/L Account or Charge Item, the following error occurred in NAV3.70 to BC14:
| 28944 |
Order & Receipt Matching | When handling documents with an order number filter containing more than 20 characters, the following error occurred:
| 30236 |
Order & Receipt Matching | When capturing lines and matching against order numbers with the matching option "Always", no filter would be applied on the order number if the captured order no was blank. | 30695 |
Platform and Technology | Configuring line capture was not possible in BC15 and BC16 as the capture add-an did not respond to mouse clicks. | 30645 |
Platform and Technology | The Handle variable was not reset when subscribing to events in the function CaptureDocument in the "CDC Capture Engine" codeunit. If Handled was set to true in one of the preceding events, the subsequent events were not executed. | 30731 |
Platform and Technology | When changing email protocol to EWS on the Document Category Card, the related EWS fields were not shown. You had to reopen the page to get the fields shown. | 31991 |
Purchase Documents | When using "Get Order Lines" or "Get Receipt Lines" actions and selecting lines with a blank location and with type = item and where the item had "Item Type" = "Non-Inventory", the following error could occur:
| 31044 |
Purchase Documents | We have optimized the performance of the "Posted Purchase Invoices" list page by moving code to the OnAfterGetCurrRecord trigger. | 31739 |
Document Capture 2021 R2 Service Pack 2, hotfix 3
Released: February 2, 2022
App version: 8.2.0.3
Only released in Business Central online.
Functional area | Description | ID |
---|---|---|
Platform and Technology | When updating to Business Central 19.3, the scanned image was no longer shown on any screens, including on the Document Journal, the Document Card, the Match Lines page, the unposted Invoice, the unposted Credit Memo, the Posted Invoice, and Posted Credit Memo. This meant it was impossible to check the recognition or view the image in Business Central. |
Document Capture 2021 R2 Service Pack 2, hotfix 2
Released: January 20, 2022
App version: 8.2.0.2
Only released in Business Central online.
Functional area | Description | ID |
---|---|---|
Country and Regional | When we released Document Capture 2021 R2 service pack 2, we fixed a bug in the evaluation of template field rules. An unforeseen consequence of the fix was that a lot of documents would go to the error state with the following error message:
| 28356 |
Document Capture 2021 R2 Service Pack 2, hotfix 1
Released: January 13, 2022
App version: 8.2.0.1
Only released in on-premises.
Functional area | Description | ID |
---|---|---|
Platform and Technology | In BC versions 15 and 16, it was not possible to setup capture of lines. The caption selection (orange box) would not appear on the image preview in the document journal or document card. | 30645 |
Document Capture 2021 R2 Service Pack 2
Released: January 5, 2022
App version: 8.2.0.0
FOB version: 8.02.00
New or changed functionality
Functional area | Description | ID |
---|---|---|
Documents and Templates | On page 6085600 - CDC Document List With Image, the following actions are now hidden if no XML documents exist or when using Document Capture without access to the XML import module.
| 27110 |
Documents and Templates | Added support for the ZUGFeRD Version 1 format. | 29535 |
Documents and Templates | The PEPPOL3 XML template now supports the Australia-New Zealand extension of the PEPPOL format - A-NZ PEPPOL. | 29903 |
Documents and Templates | On the split and merge page, it is now possible to show the original filename of the document shown. The field is hidden by default. | 29993 |
Document Approval | We have optimized the performance when showing approvers on the Purchase Invoice and Purchase Credit Memo pages. | 28967 |
General Application | When exporting vendor document attachments using the Export Attachments report, all attachment types within the filters applied were exported. It is now possible to limit the export to PDF, XML, or all file types. When XML is selected, the styled HTML file is also included in the export. | 27456 |
General Application | A new page showing files related to payments has been developed. The page can be added to the general journals and will show the related posted purchase invoices. The new page is Page 6085663 - CDC Purchase Journal File FB. When adding the page as a factbox, the following filters must be set.
The released version list is: DCW17.00.00.9.00. The version list should have been: DCW17.00.00.8.02. This will be corrected with the release of DC8 SP3 | 28130 |
General Application | To optimize the performance when running Business Central, we are now caching if a user is a Team Member. | 29227 |
General Application | We have optimized the performance in CDC Log Mgt. when determining if records should be checked for modifications. | 29229 |
General Application | When registering a sales order, the following error occurred in some situations:
| 29768 |
Platform and Technology | Events have been added to the solution. For details, please see Event Publishers for Document Capture 2021 R2 (8.00) | 26926 |
Platform and Technology | When releasing version 8.01, we forgot to write the following in the changelog: The error message concerning missing server components has been changed. The following has been added to the error message: "Remember to restart the service tier after installing the components."
| 28419 |
Platform and Technology | Procedure BreakDownPaymentId in Codeunit 6085738 "CDC Is Valid Payment-Id (DK)" is now external. | 28578 |
Platform and Technology | The following Event Publisher in Codeunit 6085576 CDC Capture Management is obsolete as the Word parameter is not a VAR parameter:
| 29420 |
Platform and Technology | The Continia Web Approval Portal has been updated to version 1.21.0 | 30453 |
Bug fixes
Functional area | Description | ID |
---|---|---|
Country and Regional | The flowing fields are now excluded when exporting configuration files using the Document Capture Setup Wizard. Document Capture Setup:
| 28764 |
Country and Regional | In the United States, captions on many screens wrongly displayed VAT instead of TAX. We have created a new app, Document Capture (US), to correct this issue. This app must be installed to show the correct captions. The following applies when using Document Capture in Business Central online. When installing Document Capture for the first time in the United States, the new Document Capture (US) app must be installed to get the correct captions. If Document Capture is already being used, the new Document Capture (US) app must also be installed from AppSource to get the correct captions. The following applies when using Document Capture on-premises. Install or upgrade Document Capture as you normally do and the correct app will be installed. | 28842 |
Documents and Templates | When recognizing fields on a document with Intercompany fields and Amount Distribution, the following error occurred.
| 17870 |
Documents and Templates | When importing documents in a system without access to the Document Capture XML module, all XML files were skipped. Now, the following message is shown when importing a specific XML document in a system without access to the Document Capture XML module.
| 22487 |
Documents and Templates | When recognizing fields on an XML document that could not be identified, the following error occurred:
| 23302 |
Documents and Templates | The following default values have been changed on line fields in the purchase pdf master templates in all localized configuration files:
| 25612 |
Documents and Templates | XML documents with embedded documents will no longer recreate (duplicate) the embedded documents when reopening a document and recognizing fields. | 27416 |
Documents and Templates | In the changelog for Document Capture 2021 R2 (8.00), we wrote the following:
| 27677 |
Documents and Templates | The Document attachment list was shown as a card part when opened from the Document Journal. | 27869 |
Documents and Templates | For the Document Category GLDOC, we have changed the caption for Document No. in all languages. Changed from:
| 28285 |
Documents and Templates | When recognizing fields in the App version of DC, the system partially matched the rules against the value. This meant that longer values were marked as valid. Example: The rule "[0-9]{3}" used to mark the value of '123456789' as valid. | 28356 |
Documents and Templates | The following template header fields are now translated to Danish:
| 28593 |
Documents and Templates | The KID template field code has been changed to PMT-ID-NO to make the integration to Payment management work. | 29301 |
Documents and Templates | Captions have been updated. | 29345 |
Documents and Templates | Added the following template fields to FR, NL, BE-UK, BE-FR, BE-BE purchase master templates. Header Fields:
| 29769 |
Documents and Templates | When selecting more than 100 pages to split, the following error still occurred:
| 30090 |
Document Approval | A wrong error message was shown when a user without approval admin permissions tried to change the approver on an approval entry. | 22431 |
Document Approval | When exporting users and a user existed with Login Type = No BC User and Client Type = Continia Web Approval, the following error occurred:
| 26767 |
Document Approval | Nothing happened when trying to open a credit memo from the "Document Archive" page 6085798 - CDC Approver Role Center. | 28748 |
Document Approval | When sending approval emails using the new Email feature, the following error occurred in some situations:
| 29303 |
Document Approval | When using the role center Document Capture Approver, the cue Document for Approval showed 0 even though approval entries existed. | 30016 |
General Application | When pressing New in the Drag & Drop file box, it's now possible to select a category code. In addition, the category code will default to the Drag & Drop category if it exists. Previously, the category code was blank. | 24132 |
General Application | When importing a configuration file, include Document Capture Setup, into a company containing documents and where Document Capture already have been set up, the following error message is now displayed:
| 28662 |
General Application | When using Unidentified Company (UIC), the incoming emails were not copied to the destination company. | 29108 |
General Application | UIC files are now not migrated when changing storage type to Azure Blob. | 29443 |
General Application | When moving a document to another category and using "File System" as "Storage Type", the PDF and TIFF files were moved, but the PNG file was not transferred together with the other files. Instead, the PNG file wrongly stayed in the old category folder. | 29489 |
Order & Receipt Matching | When matching against a receipt line or order line for a GL/Account or Charge Item, the following error occurred in NAV3.70 to BC14:
Codeunit 6086027 “CDC Unit of Measure Mgt.” was updated to fix this issue, but the Codeunit was released with the same timestamp and Version List (DCW17.00.00.8.00) as the original object. This will be fixed with the release of DC8.03. | 29343 |
Platform and Technology | When activating the Microsoft EWS download of mails to the OCR service, the following error occurred:
| 28857 |
Platform and Technology | When importing a configuration file containing a vendor name of more than 50 characters, the following error occurred.
| 29331 |
Platform and Technology | The following is only relevant for the Spanish localization. When importing PDF files, a hash value is calculated. The hash value was not calculated in the following situations:
When running report 6085584 - CDC Export Purchase Invoices, an error occurred that the file certificate.pfx could not be found. Report 6085584 - CDC Export Purchase Invoices generates a signed XML file. However, the XML file is currently not begin signed in the following situations:
| 29546 |
Purchase Documents | The following error:
For example, when the header total was 100,00, and the sum of all line amounts was 100,001 on a document, the following error comment was shown:
| 26219 |
Purchase Documents | To avoid unnecessary write transactions for Team Members, we now check if purchase lines exist before attempting to delete these in the PurchLineOnDelete function in codeunit 6085709 - CDC Purch. Doc. - Management. | 29370 |
Purchase Documents | When using batch post on page 6085933 - CDC Pg Purch. Cr. Memos Subs, the following error occurred:
| 29893 |
Document Capture 2021 R2 Service Pack 1
Released: October 1, 2021
App version: 8.1.0.0
FOB version: 8.01.00
New or changed functionality
Functional area | Description | ID |
---|---|---|
Country and Regional | The Faroe Islands localization is now supported in Business Central online. | 27920 |
Country and Regional | The Greenland localization is now supported in Business Central online. | 28192 |
Document Approval | Added support for Type = Resource on purchase lines in the Continia Web Approval Portal. This is supported under the following conditions:
| 24827 |
General Application | In Business Central 2021 release wave 2 (BC19), the "Item Reference No." field is now shown on the "CDC Purch. Inv. Archive Subf." and "CDC Purch Cr. Memo Arc Subform" pages instead of the "Cross-Reference No." field. | 27783 |
Platform and Technology | Events have been added to the solution. For details, please see Event Publishers for Document Capture 2021 R2 (8.00) | 26926 |
Platform and Technology | We have updated the ABBYY Installer to contain a newer version of ABBYY (12.5.6.12). The full changelog of the ABBYY version can be read here:https://www.abbyy.com/finereader-engine-downloads/windows/ As we have only changed the ABBYY component, we have not changed the version number of the installed Continia Document Capture for NAV - Service (x64). the version number is still 8.00. | 27260 |
Platform and Technology | When pressing Documentation Overview on the Document Capture setup menu (setup.exe), the following error occurred:
| 27470 |
Platform and Technology | The Continia Web Approval Portal has been updated to version 1.20.0 | 28294 |
Bug fixes
Functional area | Description | ID |
---|---|---|
Country and Regional | In the Document Journal, a spelling mistake has been corrected for the German caption of the Purch. Match Credit Memo option field. | 26416 |
Country and Regional | On the Template Field Card, a spelling mistake has been corrected for the Dutch caption for the Stop Lines Recognition option field. | 26603 |
Country and Regional | The following BE & FR translations have been changed in the Document Journal.
| 26818 |
Country and Regional | When adding a field to a template in the Spanish version, the following error occurred:
| 27619 |
Country and Regional | The following missing German caption has been translated on the "How-to submit documents" page (page 6085788 CDC Document Category Wizard). Changed from:
| 27853 |
Documents and Templates | When Make Absolute Number was populated on a Template Field, the result calculated based on the formula on the field was not converted to an absolute number. | 23148 |
Documents and Templates | When attaching additional files to a Document Capture Document using drag and drop, the files were not be displayed in the Document File Factbox if the Document Capture Document was registered using "Match and Update Order". | 23988 |
Documents and Templates | In BC14 the Approvals on action on page 6085706 "CDC Purch. Invoice With Image" opened the wrong page. | 24112 |
Documents and Templates | Line translation for the sales category now works similarly to the purchase category. It is now possible to translate from the Description field, and it is now possible to use wildcards(*) on the No. and Description field. | 24114 |
Documents and Templates | When capturing a value, sometimes the value is captured twice in the same field and separated by a space. E.g., the amount on the invoice was "15.65", but the value captures was "15.65 15.65". The issue has been corrected in ABBYY 12.5. | 24795 |
Documents and Templates | The filter actions "Unmatched Only" & "Match Differences" have been copied from the Invoice matching page to the Credit Memo Matching page. The actions have also been created on the corresponding forms for the classic client. | 24875 |
Documents and Templates | The description field is now visible on the Template card for the XML identification templates. | 25192 |
Documents and Templates | We have updated the German translation of the comment autogenerated in the Document Journal when changing the document status. | 26663 |
Documents and Templates | Added tooltip on the "E-mail Protocol" field on the Document Category card page. | 26827 |
Documents and Templates | After using the "New" option on the Document File FactBox on sales documents, any subsequent drag and drop would result in the following error message:
| 26935 |
Documents and Templates | When importing an XML document for a category with "Register Documents Automatic." = true, the following error occurred:
| 27276 |
Documents and Templates | When creating a new template (activating Recognize Fields) and accepting that the template is copied from another company, a field with a fixed value and Data Type = Lookup could be wrong on the copied template. | 27437 |
Documents and Templates | When recognizing fields and capturing a long string into a date field, the following error occurred in some situations:
| 27445 |
Documents and Templates | Fixed a bug that caused the current document line not to be highlighted correctly in the scanned image. The bug was observed in BC18 and BC19. | 27480 |
Documents and Templates | In the Sales Document Category, we have changed the field caption on the following document header fields: Previous captions:
| 27926 |
Documents and Templates | When importing an XML document that was received via the Continia Delivery Network and when recognizing fields on this document, the following error occurred:
| 28127 |
Document Approval | When a user with NAV Login Type "No NAV Login" or Database tried to log in on the Continia Web Approval Portal, the following error occurred if the user had been exported without WebService Key:
| 26883 |
Document Approval | When a user with the CDC-Approval role selected a Fixed Asset on the Continia Web Approval Portal, the following error occurred:
| 27146 |
General Application | When exporting two or more users with the same email address, the following error occurred:
| 26573 |
General Application | When using the action Import Documents from the Role Center for NAV 2017 and newer versions, a notification is now shown instead of a message. | 27844 |
General Application | In NAV 2018 and newer versions an interrupting message was displayed instead of a notification when the following tasks were completed:
| 27906 |
Order & Receipt Matching | Auto-match did not work for vendors with "Pay-to Vendor No." populated. | 26723 |
Order & Receipt Matching | When we released DC6.50 SP3 and DC8.00, we failed to include the updated version of codeunit 6086027 "CDC Unit of Measure Mgt." for Business Central 2020 release wave 1 and newer versions (BC16 and newer versions). This resulted in the "old" functions (CalcBaseQty and CalcQtyFromBase) in codeunit 5403 being called from codeunit 6086027 "CDC Unit of Measure Mgt.". Since the old functions only take two parameters, the raised events (OnAfterCalcBaseQtyPerUnitOfMeasure and OnAfterCalcQtyFromBasePerUnitOfMeasure) ended up with blank values in the three missing parameters (ItemNo, VariantCode, and UOMCode). | 27625 |
Order & Receipt Matching | When matching an item on a purchase receipt or return shipment line with lot tracking and unit of measure calculations, the following error could occur:
| 27676 |
Platform and Technology | Fixed an issue in the Drag And Drop client add-in where document categories with a code containing spaces were not be displayed in the web client. | 26526 |
Platform and Technology | When opening the Document card and placing the cursor in one of the line fields, the styled XML file view disappeared in the web client. | 27900 |
Purchase Documents | Added missing "Attachments" actions in BC13 page 6085706 "CDC Purch. Invoice With Image". The action was missing in the following localized versions of the page: AU, BE, CH, ES, GB, NA, NL, NO, NZ, SE. | 26706 |
Document Capture 2021 R2
Released: September 1, 2021
App version: 8.0.0.0
FOB version: 8.00.00
New or changed functionality
Functional area | Description | ID |
---|---|---|
Documents and Templates | A new Retry action has been added to the Document List page, enabling the user to reprocess a DC document with Status = Error when using on-prem OCR. The OCR service must be upgraded to the latest version when using this function. If the OCR server is not updated, you will lose the link to the email. | 14547 |
Documents and Templates | A date-formula field "Calculate Date (Date Formula)" has been added to the template field card. Entering a valid date formula (for example, CM-1D or +1W) in this field, will shift the captured or calculated date value accordingly. Please note that all template date fields involved must have the same date format configuration (for example, D/M/Y or M/D/Y) when calculating the date. | 14619 |
Documents and Templates | In the Document List for "Documents with Error," a new field "Error Description" has been added. If an error occurred during the OCR processing of the document, the field shows this error. | 14832 |
Documents and Templates | User sharing is now supported when assigning (delegating) documents. If a shared user (e.g., FINANCE) shares to users A and B, both can access the delegated documents assigned to the FINANCE user. The configuration of delegation sharing is set up on the page Document Sharing. | 19902 |
Documents and Templates | Added an action "Related Purchase Document" to the "Delegated Document List". Based on the values recognized in "Our Order No.", the action takes the user to the purchase document (Order or "Return Order"). | 20365 |
Documents and Templates | The reminder mail sent to a user when the user has delegated documents assigned is only sent if new documents have been assigned since the last reminder email was sent (similar to the way the Approval Status email job is working). | 23139 |
Documents and Templates | It is now possible to make the configurable comments template specific. Additionally, the message configuration can carry a "delegate to user" thus enabling a given error message to automatically delegate the document to user A on Vendor 1 and User B on Vendor 2. | 23140 |
Documents and Templates | A separate page (6086084 "CDC Delegated Docs. Activities") showing only the "Delegated To Me" tile from the DC Role Center has been created. The page is intended to use in customized role centers where users don't need to see "Documents for OCR", "Documents For Import", etc. | 23143 |
Documents and Templates | With the release of Document Capture 2021 R2 (8.00), we have limited the number of pages that can be processed to a maximum of 500 pages. | 23518 |
Documents and Templates | A new field, "Vendor Bank Account No." has been added to the purchase templates for PDF documents. The field property Required is set to False by default. The Is Valid codeunit applied to the field checks that the captured bank account exists for the vendor. The template field validates the recognized value against the Bank Branch Code and Bank Account No. fields on the Vendor Bank Account Card. An error-type comment is created if the recognized bank account is unexisting on the vendor's bank list. The function validates digits only (all other characters are ignored). A new field, "VAT No." has been added to the purchase templates for PDF documents. The field property Required is set to False by default. The Is Valid codeunit applied to the field checks that the captured value matches the VAT No. on the vendor card. An error-type comment is created if the VAT No. recognized differs from the VAT No. on the vendor card. The function validates digits only (all other characters are ignored). | 23697 |
Documents and Templates | The following actions have been added to the Assigned Documents (previously named Delegated Document list):
The following warnings have been made configurable:
| 24192 |
Documents and Templates | In Business Central 2021 release wave 1 (BC18), we have added teaching tips to the Document Journal. | 24506 |
Documents and Templates | Added support for ZUGFeRD documents. The embedded XML document is automatically extracted and processed when sending a ZUGFeRD file to the OCR service. The original PDF file will be attached to the document in the XMLATTACH document category. To enable the processing of ZUGFeRD documents, the "Process PDF files with XML files" field on the document category must be populated. Please note, to process the data inside the XML document, you must import the XRECHNUNG-CII XML master and identification templates from the product package or Continia Online. | 25132 |
Documents and Templates | The following new OCR categories have been added to the default configuration files:
In addition, relevant identification fields have been added to each category, allowing the system to identify the right customer, vendor, employee, or purchase receipt. In the app-based versions (BC16, BC17, BC18, and BC19), the "Document Files factbox " has been added to the following pages.
| 25138 |
Documents and Templates | Added following template fields to all master templates. Header Fields:
| 25534 |
Documents and Templates | The identification of the XML format was not working properly when the XML header tag contained XML attributes. | 25733 |
Documents and Templates | The following document comment of type warning has been made configurable:
| 26518 |
General Application | In the NAV 2018 and newer versions, a notification is now shown when the processes for the following tasks are completed:
| 14507 |
General Application | We have added titles to all the pages in the setup wizard and removed steps where no input is needed. | 14784 |
General Application | When setting up a new company, Database is now the default storage type. | 14792 |
General Application | From Dynamics NAV 2015 and newer, we have added a report to export vendor document attachments. The feature is named Export Attachments and is located in the MenuSuite under Departments ->Document Capture -> Periodic Activities. | 19308 |
General Application | With the release of Document Capture 2021 R2 (8.00), we now support the modernized email communications in Dynamics 365 Business Central 2021 Wave 1 and newer. Document Capture uses the default profile when sending out emails. | 21334 |
General Application | With the release of Document Capture 2021 R2 (8.00), we have released an upgrade tool that enables direct upgrade to Document Capture 2021 R2 (8.00) from the following versions:
| 25134 |
General Application | To simplify the Document Capture Assisted Setup Guide, the step to configure storage type has been removed for Business Central online. | 26595 |
Order & Receipt Matching | On the matching pages, the "Translate to Type" and "Translate to No." fields have been made editable, thus enabling the users to set up item/account translation directly from the matching pages. | 20124 |
Order & Receipt Matching | Two new filter buttons have been added to the Document Lines list part in the Match page.
| 24990 |
Platform and Technology | Fixed an issue where the OCR Service, in some cases, did not process email attachments if the email was signed. | 23961 |
Platform and Technology | With the release of Document Capture 2021 R2 (8.00), we are not supporting the Dynamics NAV 2009 RTC (Role Tailored Client). We still support the NAV 2009 Classic Client, and for Dynamics NAV 2013 and newer versions will still support the RTC. Even though we are not supporting the Dynamics NAV 2009 RTC in Document Capture 2021 R2 (8.00), we are supporting the Dynamics NAV 2009 RTC in future service packs released for Document Capture 2021 R1 (7.00). Please note, when we release Document Capture 2022 R1 (9.00) in April 2022, we will not release objects for the obsolete Dynamics NAV and Business Central versions. Document Capture 2022 R1 (9.00) will only be released for Business Central 14 and newer versions. | 24037 |
Platform and Technology | Table 6085729 CDC Table Filter is now marked as Obsolete = Pending. | 24927 |
Platform and Technology | When importing documents or exporting document categories, you now get the following error message if the server components are not installed:
| 25466 |
Platform and Technology | When running Business Central on-premises without an Internet connection, the document was not shown on the Document Journal page. | 26582 |
Platform and Technology | Events have been added to the solution. For details, please see Event Publishers for Document Capture 2021 R2 (8.00) | 26926 |
Platform and Technology | With the release of Document Capture 2021 R2 (8.00), the Document Capture Service has been updated to version 8.00. | 27205 |
Platform and Technology | The Continia Web Approval Portal has been updated to version 1.19.0 | 27206 |
Bug fixes
Functional area | Description | ID |
---|---|---|
Country and Regional | In the CH localization, table 6086201 "CDC Vendor Identifiers" was missing. | 26324 |
Documents and Templates | The filter was not saved when using filter operators in the Source Table Filter field on the Document Category for an option field. | 16374 |
Documents and Templates | Tooltips have been added for the EWS related fields on the Document Category page. | 22749 |
Documents and Templates | The VAT Registration No. template field was missing the rule for the Icelandic VAT registration number. | 25472 |
Documents and Templates | The template fields "Zero Rated Amount" (ZERORATEDAMOUNT) and "Freight Amount" (FREIGHTAMOUNT) were missing on some master templates. | 25532 |
Documents and Templates | For XML documents that have discount or charges names containing filter characters, the following error occurred when pressing the "Add Template Field" button:
| 26166 |
Documents and Templates | When selecting more than 100 pages to split, the following error occurred:
| 26369 |
Document Approval | In NAV/BC versions up to and including Business Central 2019 release wave 2 (BC15), it was possible to delete an approval entry if the following 2 conditions were met:
We have circumvented this by adding the delete permission to the page property. | 22432 |
Document Approval | Refactored the functionality that executes when approving an approval entry, so amounts are only calculated when needed, thus increasing approval performance. Added the event OnBeforeAutoArchive to allow suspension of the "Auto Archive" functionality of purchase documents executed when approved. | 25653 |
General Application | The field "Unidentified Company File Path" in Document Capture Setup is now only editable if "Use Unidentified Company Documents" is activated. | 22124 |
General Application | The default "XML Import Path" in DC Setup has been set to "C:\DC\XML" in the configuration file. Similar to the other paths. | 24578 |
General Application | All Document Capture tables are now added to the "CDC-SUPER" permission set. | 24956 |
General Application | Storage migration only moved one UIC document per execution. Therefore, migration had to be restarted for each document. | 25831 |
General Application | The following error occurred when rotating documents, when running the classic client, and using the file system as the storage type.
| 26099 |
General Application | To improve performance the following key has been added to the CDC Document table: "Related Document" | 26269 |
General Application | The styled XML view (HTML file) is now opened for attached OIOUTS documents. | 26384 |
Order & Receipt Matching | The "Auto Delegate" function is now executed when using the "Perform Match" action on the Matching page. | 21846 |
Order & Receipt Matching | From NAV 3.70 to NAV 2017, the following occurred. When using the register option "Match and Update Order", and having an order line with quantity = 0, the following error occurred in register process:
| 26021 |
Order & Receipt Matching | Fixed an issue with a partial match on purchase receipt/return shipment lines resulting in wrong value entries and closing of the item ledger entry. In the following CU's, Microsoft changed the code in the "Get Receipt Lines" and "Get Return Shipment Lines" functions, which trigger the error:
| 26992 |
Platform and Technology | Embedded files in an XML Document in the OIOXML format were not getting the .tiff extensions.Improved the recognition of the embedded file extension in an XML document. | 25991 |
Purchase Documents | The "Amount Excl. VAT (Imported)" and "Amount Incl. VAT (Imported)" fields have been added to "CDC Purchase Credit Memo With Image" page for Business Central 2019 Spring (BC14) and newer versions. | 26751 |