Wikis

Bug Fixes Release 20.2

Version 20.2.164

Published: April 05, 2021

 

Ticket Number Description
DOC-5696 Added an appSetting adjustment of security protocol for IMAP, POP3, and EWS clients.
DOC-5522 Fixed the issue with the missing input dialog box for Document and Package type email links created with passwords.
DOC-5617 Fixed the issue with Integration filtering out 0 amount GL rows (header and line), which are invalid.
DOC-5616 Fixed the issue with setting up mobile approvals and the system giving an error during setup.
DOC-5008 Fixed the issue with incorrect GL amounts for alternate currency.
DOC-5697 Fixed the issue with processing barcodes for clients outside the server.
DOC-5553 Fixed the issue with slow performance when searching.

Version 20.2.154

Published: March 12, 2021

Ticket Number Description
DOC-5126 Fixed the issue with requiring a PO number with a Landed Cost assigned.
DOC-5169 Fixed the issue with Unit Cost not matching setup due to a number of decimals being incorrect.
DOC-5013 VISION – Modified system to change Root URI drop-down list box to a text box.
DOC-5434 VISION – Modified EDI workflow to use cost from receiver lines instead of invoice lines.
DOC-5183 Fixed the issue with the automatic receipt match system allowing selection of an incorrect solution by making the OK button available.

 

Version 20.2.148

Published: February 12, 2021

Ticket Number Description
DOC-4496 Modified the system to allow on premise create, edit, and test of server-based Custom Third Party Integration datalinks.
DOC-4708 Fixed the issue with [Vision] line item GLSuffix in Expense group reports missing after set and save.
DOC-4760 Modified system to allow the option for AccountingPeriodID / Posting Period settable in Karmak Fusion invoice.
DOC-4983 Corrected issue with a cut-paste error in the workflow recording message for an email.
DOC-5147 (P21 integration) Modified system to have the option to enter Purchase Description – Field Group (ChargeLineP21) & updated workflows.
DOC-5154 Corrected issue with Karmak Posting date mismatch — workflow.
DOC-5182 Fixed the issue with Rcp_Amount returning supplier price instead of unit cost.
DOC-5194 Corrected issue with IIS Site identification accepting a site with http or https binding.
DOC-5210 Fixed the issue with Docstar duplicating documents by assuring that ImportEntities does not return an ImportJobPlus.
DOC-5210 Fixed the issue with Docstar duplicating documents by removing the KnownType attribute from ImportJob to maintain compatibility with pre 20.2.135 clients.
DOC-5211 Fixed the issue with Clear approvals task not clearing the approval stamps.
DOC-5382 Fixed the issue with DataLinkReader to handle queries with no parameters and update (populate) type datalinks.
DOC-5382 Created new utility program for outputting DataLink queries from manifest to console.
DOC-5383 Fixed the issue with search task workflow error. SchemaVersion is now determined and cached by the engine for each instance. It is set in Commands and from there passed into the QueryParser methods that need it.
DOC-5398 Fixed the issue in forms with multiple check boxes that use the same field, selecting a check box will also select the same value for the other check boxes of same field.
DOC-5399 Corrected issue with incorrect workflow recording text when a Send Email tast executes.
DOC-5400 Fixed the schema change that caused issue with documents with alot of document text.

Version 20.2.135

Published: January 15, 2021

Ticket Number Description
DOC-3201 Corrected issue with Scan settings (Actions>Scan) not being retained after 20.1 update, as was previously worked in 19.1.
DOC-3661 Fixed the issue with Text Annotations moving after Save.
DOC-4146 Corrected issue with old Docstar logo being used on Epicor site.
DOC-4429 E10 workaround removed that allows skip of pre-create header charge variance.
DOC-4596 Added DropShip field is read in E10V2 PNP and IDC workflows.
DOC-4707 Fixed the issue with the GetFile._cache and how it deletes.
DOC-4713 Made integration deliverables (exported manifests) version control friendly.
DOC-4783 20.2 Fixed the issue white space on the bottom of the DocStar page.
DOC-4869 Fixed the issue with a document being removed from a folder when changing the title on Retrieve screen using the Edit function.
Doc-4873 20.2 Corrected issue with The INSERT statement conflicting with the FOREIGN KEY constraint.
DOC-4902 Fixed the issue when adding a text box to a document, that caused error “Undetermined string. Expected delimiter;.path ‘text’, line 1, position 8.”
DOC-4929 Corrected issue with multiple values being created for the same row/column when typing new field group values.
DOC-4959 VISION Perform line matching on extended cost.
Doc-4985 Fixed the issue with image stamps are showing “object reference not set to an instance of an object” when placed on a document. 
George’s Inc.
DOC-4996 VISION Route to Non-PO Workflow when PO number does not exist in Vision.
DOC-5001 SOLR Schema change to fix whole text fields.
DOC-5009 20.2.108 – Fixed the issue with guest links in email requiring login.
DOC-5024 Corrected issue with Import Export not working.
DOC-5026 Fixed the issue with Epicor IDP login failing due to wrong property name for access token.
DOC-5027 Corrected issue with documents not being removed from inbox.
DOC-5089 Corrected issue with mismatched values not appearing in Red for the UserVerifyFieldGroupTask.
DOC-5089 Corrected issue with mismatched values not appearing in Red for the UserVerifyFieldGroupTaskApply suggestions from code review.
DOC-5089 Corrected issue with mismatched values not appearing in Red for the UserVerifyFieldGroupTaskApply suggestions from code review.
DOC-5089 Corrected issue with mismatched values not appearing in Red for the UserVerifyFieldGroupTask.

Version 20.2.118

Published: December 11, 2020

Ticket Number Description
DOC-4953 Modified workflow prompt verification to highlight Combobox with error.
DOC-4947  Fixed the issue with barcode error when using Spiral read mode on full page zone.
DOC-4800 Modified ReadDefaultGL_MPO to include MPO department.
DOC-4778 Corrected issue with adding GL lines out of order.
DOC-4737 Fixed the issue with Default Group Preferences list not behaving properly in Cloud 6.
DOC-4725 SearchTask and SearchUpdateTask UI changes to clarify use of Match Whole String and Field settings. Note that the purpose position of Field is different between these two.
DOC-4675 VISION PNP Workflow changes to better handle zero automatch solutions.
DOC-4596 Line_DropShip (true/false) field added to Line field group and to each PreCreate and CreateInvoice Datalink in the workflows (except credit memo).
DOC-4392 P21 AP2.1 added ability to read Vendor from PO.
DOC-4390 P21 AP2.1 PNP Workflow changes to better handle zero automatch solutions.
Doc-4553 E10 V2 Fixed the issue with Delete Invoice and Validate Invoice ignoring an invoice whose invoice number contains a space.
DOC-4726 VISION Added extended cost fields for VoucherCost and extended VoucherCoreCost and sum these fields as well as the VoucherQuantity fields.
DOC-4712 Added option to export entities formatted.
DOC-4675 VISION PNP Workflow changes to better handle zero automatch solutions.
DOC-4654 Fixed the issue with error logged “ExecuteReader requires the command to have a transaction.”

Version 20.2.108

Published: November 13, 2020

Ticket Number Description
DOC-4194 [Betterizer] P21 POA: Delivery Date Validation in PO Acknowledgement
DOC-4388 [Betterizer] Add “Wake” button to Sleep and (polled) Wait For tasks, as appropriate.
DOC-4669 [Vision] VoucherType field should default to Credit when invoice amount is negative
DOC-4551 Fixed the issue with the Search task equals comparison – it was giving results for “Contains” (Match Whole String is specified)
DOC-4581 20.2 [Qualys Security] Replaced functions that create long query strings with http post methods.
Doc-4159 Corrected issue with missing Submit button on forms with multiple parts that result in multiple pages.
DOC-4407: Corrected issue with Recognition Barcode text dialog box not closing after exiting the document viewer.
DOC-4530: Fixed the issue with OCR | Shortcut tool where is had to be disabled and re-enabled before it would allow an area to be selected.
DOC-4558 Fixed the issue with SplitTask not setting the output when the input is a null or empty string.
DOC-4426: Fixed the issue when trying to manually update a field in a field group after the field group is populated via a datalink field group task.
DOC-4399 P21 POA : Expected ship date and due date are mandatory at line levels.
DOC-4599 E10 AP2 Error: APInvExpTGLC:Book and Context must be unique.
DOC-4672 E10 AP2 Non-PO Workflows – need to apply Subtotal field for line creation.
DOC-4387 E10 AP2 Incorporate read PO query into default workflows.
DOC-4384 E10 APV2 Add ability to read VendorNum from PO.
DOC-4386 E10 AP2 IDC Workflow changes to better handle zero auto match solutions.
DOC-4383 E10 AP2 PNP Workflow changes to better handle zero auto match solutions.
DOC-4519 E10 AP2 IDC Workflow: Fixed the issue with UserVerifyFieldGroup incorrectly showing quantity mismatch on partially invoiced
rows.
DOC-4520 E10 AP2 Fixed the issue with PNP Workflow pulling wrong quantity on partially invoiced lines.
DOC-4665 ERP AP2 Corrected issue with DocVariance appearing on an invoice receipt line when invoice contains a header misc. charge.
(Work-around).
DOC-4397 Fixed the issue with IIS Application Crash after using lasso barcode.
DOC-4510 Fixed the issue with RemoveLineItemsTask not able to be exported.
DOC-4211 Corrected issue with ImagingEngine running 32
bit process even though 64 bit is available.
DOC-4410 Corrected issue with Barcode type and
enhancement not being applied to batch import.
DOC-4716 Corrected issue with Error 400 from SOLR on
Search Task (including an int field).

Version 20.2.108

Published: November 13, 2020

Ticket Number Description
DOC-4194 [Betterizer] P21 POA: Delivery Date Validation in PO Acknowledgement
DOC-4388 [Betterizer] Add “Wake” button to Sleep and (polled) Wait For tasks, as appropriate.
DOC-4669 [Vision] VoucherType field should default to Credit when invoice amount is negative
DOC-4551 Fixed the issue with the Search task equals comparison – it was giving results for “Contains” (Match Whole String is specified)
DOC-4581 20.2 [Qualys Security] Replaced functions that create long query strings with http post methods.
Doc-4159 Corrected issue with missing Submit button on forms with multiple parts that result in multiple pages.
DOC-4407: Corrected issue with Recognition Barcode text dialog box not closing after exiting the document viewer.
DOC-4530: Fixed the issue with OCR | Shortcut tool where is had to be disabled and re-enabled before it would allow an area to be selected.
DOC-4558 Fixed the issue with SplitTask not setting the output when the input is a null or empty string.
DOC-4426: Fixed the issue when trying to manually update a field in a field group after the field group is populated via a datalink field group task.
DOC-4399 P21 POA : Expected ship date and due date are mandatory at line levels.
DOC-4599 E10 AP2 Error: APInvExpTGLC:Book and Context must be unique.
DOC-4672 E10 AP2 Non-PO Workflows – need to apply Subtotal field for line creation.
DOC-4387 E10 AP2 Incorporate read po query into default workflows.
DOC-4384 E10 APV2 Add ability to read VendorNum from PO.
DOC-4386 E10 AP2 IDC Workflow changes to better handle zero auto match solutions.
DOC-4383 E10 AP2 PNP Workflow changes to better handle zero auto match solutions.
DOC-4519 E10 AP2 IDC Workflow: Fixed the issue with UserVerifyFieldGroup incorrectly showing quantity mismatch on partially invoiced rows.
DOC-4520 E10 AP2 Fixed the issue with PNP Workflow pulling wrong quantity on partially invoiced lines.
DOC-4665 ERP AP2 Corrected issue with DocVariance appearing on an invoice receipt line when invoice contains a header misc. charge. (Work-around).
DOC-4397 Fixed the issue with IIS Application Crash after using lasso barcode.
DOC-4510 Fixed the issue with RemoveLineItemsTask not able to be exported.
DOC-4211 Corrected issue with ImagingEngine running 32 bit process even though 64 bit is available.
DOC-4410 Corrected issue with Barcode type and enhancement not being applied to batch import.
DOC-4716 Corrected issue with Error 400 from SOLR on Search Task (including an int field).

Version 20.2.85

Published: September 30, 2020

Ticket Number Description
DOC-2471  Fixed the issue that produced an error with split on barcode workflow.
DOC-3203          Fixed the issue with recognition OCR Results box not closing.
DOC-3663            Added better handling in clients for users that have been disabled or deleted.
DOC-3996            Fixed the issue with XML Namespaces not working with discovered nodes (Get Fields).
DOC-4038            Fixed the issue with installer not updating nonstandard hosting databases.
DOC-4087            Corrected issue with group locked for posting in V2 workflows.
DOC-4129            Corrected issue with Read-Only condition on form elements not working on public links.
DOC-4144            Fixed the issue with populate GL header fields from vendor data in expense vouchers.
DOC-4168           Corrected issue with indexing error when updating document with non-indexed fields.
DOC-4171            Fixed the issue with documents not being rendered and producing error, ‘The type initializer for Astria.Framework.Imaging.AccusoftSDK.AccusoftImaging’ threw an exception.’
DOC-4173            Corrected issue with the form not creating any fields below a file upload field is present in the form creation.
DOC-4198            Corrected issue when deleting more the 1200 records fails with a Solr error.
 
 

Version 20.2.76

Published: September 29, 2020

Ticket Number Description
DOC-3969 Fixed the issue with the True/False values not showing as checked for users without Modify rights.
DOC-3965 Corrected issue with users being unable to start live chat with support.
DOC-3778 Corrected issue with E10 File Attach Integration.
DOC-3777 Fixed the issue with inactive GLnumbers being listed in DocStar.
DOC-3672 Corrected issue that produced an Error:APInvDtl: Receipt not found at the precreate step.
DOC-3645 Corrected issue with sorting with datalink SO_List Ship To Addresses.
DOC-3644 Fixed the issue with SO_List Part Revisions – Set to only show approved revisions.
DOC-3643 Fixed the issue with SO_Lookup PartNumber displaying inactive parts.
DOC-3636 Fixed the issue with changing the default parameters resulting in an error.
DOC-3184 Corrected issue with special characters in passwords preventing log in.
DOC-807 Fixed the issue with not being able to reorder burst pages using drag and drop.
DOC-780 [Betterizer]: Records Management date option not including date custom fields.
DOC-772 Corrected issue with combo box with list accepting any value that’s input by users.
DOC-579 Fixed the issue with the document audit trail not showing results on the second page.

Version 20.2

Published: September 18, 2020

Ticket Number Description
DOC-3526 Fixed an error caused with E10 integration due to VerifyFieldGroupTask.
DOC-3512 [20.1] Fixed the issue with “The INSERT statement conflict being terminated.” when copying steps between workflows.
DOC-2706 Corrected issue with not being able to select the correct option from the Type Ahead list.

Workflow Recorder for Logging the Workflow Actions

The Workflow Recorder can assist you with troubleshooting workflow issues and aid with testing newly created workflows. It is available to those with administrator permissions. The Workflow Recorder documents the system actions as a workflow progresses. This can help you and support with looking inside the operation of a workflow to determine where a process develops problems. Also, when you create a workflow, you can test your work to verify that the workflow is functioning as expected.
As an administrator, you always have the ability to record a workflow. You can also select a specific user to be able to record a workflow. Having the ability to allow a specific user the ability to record a workflow, means that you can pinpoint issues with a single individual running a process.

Record a workflow as follows.

      1. Select to assign the workflow
      2. In the Assign Workflow, select the Record Workflow check box.
        Note: The Record Workflow check box is also available when you change or restart a workflow.

        As the worklfow progresses, the system keeps track of both system and user actions.
      3. When you want to end the recording, click the Stop link. 
      4. Click the Download link. The system generates the log file and downloads it through your browser.
        You also have the option to clear the recording.
      5. Select the link to open the downloaded file, which is in an .xml file.
        View the .xml file in any appropriate tool. The following is an example of a portion of a recorder .xml file.

 

What’s New 20.2

The following are descriptions of new or enhanced features in Epicor DocStar ECM 20.2.

Approval and Denial Icons

This release of Epicor ECM (DocStar) is reverting to Approval and Denial icons that were in a previous version. This is based on customer feedback.

Partial approval – white thumbs up
 

Request approval – double arrow with a question mark 

Approval – Green thumbs up 

Denial – Red thumbs down 

Subgroups in Mobile Approvals

Currently, Epicor ECM (DocStar) displays a Sub Group section with line items that need them. When you request a mobile approval for the document, those sub group fields were previously not visible in the mobile approvals screen. With this release, the DocStar Mobile Approval screen now displays the sub groups for those line items.

DocStar system Sub Group section:

Mobile Approval screen shows sub groups:

Workflow Stamp Sizing

This release of Epicor ECM (DocStar) introduces the ability to size and position an image stamp in the workflow edit process. Previously, when you were adding an image stamp to document, the system positioned the stamp based on an area from the top left corner. Also, you had to size the image before uploading to Epicor ECM (DocStar). Now, you can set the size of the image and set the position on the document within the Task Editor. This allows you more flexibility in positioning stamps and the convenience of image sizing at the point of adding the stamp to the workflow.

To set the location of the image stamp that you select, use the Get Region button. Then you can use the handles on the region to resize the image or move it to a different location.

This new feature pertains to image stamps. Manipulating text stamps has not changed.

Stamp Preview in Workflow Designer

While editing in the Workflow Designer and adding a step that uses a stamp that is an image, you will now see a preview. This is helpful to verify that you have selected the correct image to use as a stamp for the workflow step. The Preview area is also available on the Edit Stamps screen at Admin > Manage > Stamps.

Export Shows Full Folder Path

The CSV and HTML export of a list of stored documents is enhanced to include the full folder path. Previously, when you exported a list of documents that you retrieved in Epicor ECM (DocStar), you only saw the folder name. The list that you export as a CSV or HTML file, now shows the complete folder path. This makes it easier to know exactly where the documents are stored.

Workflow Recorder

With this release, the Workflow Recorder is available to assist in troubleshooting workflow issues and aid with testing newly created workflows. The Workflow Recorder documents the system actions as a workflow progresses. This can help you and support with looking inside the operation of a workflow to determine where a process develops problems. Also, when you create a workflow, you can test your work to verify that the workflow is functioning as expected.

As an administrator, you always have the ability to record a workflow. You can also select a specific user to be able to record a workflow. Having the ability to allow a specific user the ability to record a workflow, means that you can pinpoint issues with a single individual running a process.

To record a workflow after you assign it, you select the Record Workflow check box on the Assign Workflow box .

You also have the Record Workflow check box when restarting a workflow.

As the worklfow progresses, the system keeps track of both system and user actions. You stop the recording at any point in the flow. You also have the options to download and clear the recording.

Select the Download link to get the log, which is in an .xml file. View the .xml file in any appropriate tool. The following is an example of a portion of a recorder .xml file.

 

Technology Enhancements

This section addresses various technology enhancements to Epicor ECM (DocStar).

Solr/Open JDK

Upgrade from Solr 7.6 to Solr 8.5. This allows the Epicor ECM (DocStar) system to no longer rely on Oracle Java, but to use Open JDK. This results in flexibility with development, increased system reliability, and cost savings.

Accusoft Toolkit Update

Upgraded Accusoft PDF Express to support PDF 2.0 files for viewing within Epicor ECM (DocStar).

Also, get Accusoft Bar Code Express with the upgrade. This improves bar code images and adds some additional bar code support.

Database Installer Repair Mode

The Database Installer Repair is added as a tool for support and development to fix certain system performance issues in the hosted database. When your system slows down and is unable to run database queries, the database may have become corrupted. This tool attempts to repair the database.

Support for XML Namespace

Epicor ECM (DocStar) now supports the handling of XML Namespace for invoice data files. This allows Epicor ECM (DocStar) to import invoice information when the xml format requires the use of namespaces. Using namespaces in the xml invoice format is a standard for any Mexico invoices.

Exchange Web Services for Email

With this release of Epicor ECM (DocStar), you can now use Exchange Web Services for your email server. In the Epicor DocStar ECM Client, on the Batch Import tab, for Email Settings you have the EWS Email Type. The Exchange Web Services (EWS) type allows you to specify any local HTTPS exchange server location for your chosen email service. If you prefer, you can use your Microsoft 360 exchange server address. You enter your User Name and Password to access your exchange server with standard authentication. In addition, you have the option to use OAuth instead of standard authentication. See OAuth Support section for further details on this new feature.

OAuth Support for Google and Microsoft

OAuth support for Google and Microsoft email accounts has been added for the email batch import process. This provides an alternative to saving your email server credentials in Epicor ECM (DocStar) system. OAuth doesn’t share password data but instead uses authorization tokens to validate your Epicor ECM (DocStar) system credentials with your email server. OAuth is an authentication protocol that allows you to approve your Epicor ECM (DocStar) application interacting with your email service and not having to store a password within the Epicor ECM (DocStar) system. This can be used with any of the available email types that you can configure in Epicor ECM (DocStar) (IMAP, POP, EWS).

When you select to Sign in with Microsoft, you choose the account. You accept permissions, and the system completes the User Name and Server. You can then complete the rest of the email setup fields.

When you select Google for your authentication, you also choose an account, accept permissions, and the system again enters the User Name and Server.

Note: Be aware that currently during email batch import, you will receive the message page “This app isn’t verified.” This is a temporary issue that is not a security issue or a feature performance issue and you can proceed through this page. We continue to work with Google to rectify the situation.

To proceed through this message page, click the Advanced link and then click Go to Epicor ECM (DocStar) link. 

Prophet 21 Integration Enhancements

The Epicor ECM (DocStar) integration with Epicor Prophet 21 (P21) is enhanced to provide faster deployment options, more accurate invoice automation, and more comprehensive indexing capability. This version of Epicor ECM (DocStar) implements the following features for the Prophet 21 integration.

  • Multi-PO handling – You can process multiple purchase orders in a single invoice. This is available on the IDC and the PNP PO Invoice workflows. The line item list in ECM shows the purchase order that the item is associated with.
  • Misc/Landed Cost Charges – The ChargeLineP21 field group shows values for the column fields CHG_Amount and the CHG_Account for the miscellaneous and the landed cost charges. The values are passed to P21 for the invoice creation. This is available on the IDC and the PNP PO Invoice workflows.
  • Rounding Error Handling – The system detects any rounding discrepancy within a user-specified threshold amount in header or line level charges and automatically creates an offsetting miscellaneous charge.
  • Payment Detail Capture – The system shows the paid amount and open amount that still needs to be paid. The full and partial amount fields update when the window is refreshed or newly opened.
  • Additional API calls (Receipt Lookup, Receipt Line Lookup).
  • Enhanced behavior of ‘Select’ column in Field Group – In the Selected column, a check box is now in the header to select all items in the column. This is made available to customize your system.
  • Auto receipt matching & selection – The ECM AutoMatch functionality is now made available to the P21 integration. The AutoMatch feature provides improved automation with matching the order receipts against the POs. The Automatch feature operates as a background function that works to provide a receipt that goes with the PO to create an invoice.
  • PO Acknowledgment – This feature allows you to match the inbound PO Acknowledgement to the original purchase order and flag any discrepancies between them. The system uses header and line levels for matching and then can mark P21 as acknowledged when you accept the PO Acknowledgement.

Note: All of the features, except the PO acknowledgment workflow, are considered version 2 of the P21 AP Automation integration. The PO Acknowledgement feature is licensed as a separate option. Prophet 21 version 20.2 or higher is needed for all of the new features, including PO Acknowledgment.

 

 

Epicor ECM (DocStar) What’s New PDF

 

Bug Fixes Release 20.1

Version 20.1.177

Published: August 7, 2020

Ticket Number Description
Doc-3625 Fixed the issue with AP Automation returning inactive vendors in results.
DOC-3180 Fixed the issue with skipping date field when tabbing in Chrome.
DOC-3558 Corrected issue with the type of error the system provides when a user tries to add a Misc Line outside of the Line group.
DOC-3564 Fixed the issue with date format when DocStar is
configured for ANZ CultureCode and ERP Server is US.
DOC-3565 Fixed the issue with Epicor ERP Sales Order integration is not configured to retrieve the SysRowID value from E10.
DOC-3579 Fixed the issue with P21 Integration failing to create invoices properly under ANZ
date format.
DOC-3599 Fixed the issue with P21: IDC Auto Match with Multi PO: Determine
Solution: OK button not enabled after selecting the solution.
DOC-3619 Added use of cache for high volume of calls for client-side get content type by ID.
DOC-3621 Fixed the issue with the number of calls made related to GetReportRunner.
DOC-3623 Added use of cache for Login in server services.
DOC-3632 Changed Field Type from ‘Integer’ to ‘Text’ for
P21 V1 & V2.
DOC-3669 Fixed the issue with Read UnInvoiced Receipt Summary and Read UnInvoiced
Receipt Lines regarding Culture code en-AU.
DOC-3687 Fixed the issue with SmartLink licensing error.
DOC-3710 Fixed the issue with bad tokens causing long open connections on servers.
DOC-3717 Corrected issue with V2 VendorLookup that contains “&”.
DOC-3728 Fixed the issue with Non PO
Invoice not able to create invoice without line items.
DOC-3819 Corrected issue with E10 APv1 detected through unit testing.

Version 20.1.153

Published: July 6, 2020

Ticket Number Description
DOC-2167 Added subgroup line items to
Mobile Approval Screen.
DOC-2657 Enhanced security by encrypting AutomationService.config credentials.
DOC-2774 Fixed the issue with tax liability code for PO based workflows.
DOC-2871 Fixed the issue with unit tests on .600 golden db.
DOC-3115 Fixed the issue with DocStar user account being disabled, but being available in email recipient list.
DOC-3134 Fixed the issue with workflow when recalculating taxes.
DOC-3141 Corrected issue with Office integration Login error.
DOC-3176 Corrected issue with not being able to log in using UPN after 20.1 login page UI
update.
DOC-3187 Corrected issue with export
to CSV folder not showing full folder path.
DOC-3225 Fixed the issue with Cloud 6 performance issues by using cache for high volume queries.
DOC-3258 Fixed the issue with the link to review an overdue document.
DOC-3260 Added use of cache for high volume of API calls to our
hosted servers.
DOC-3444 Fixed the issue with dynamic date in Docstar reports.
DOC-3452 Corrected issue with rendering of the export section of the Export Import admin page.
DOC-3494 Corrected issue that resulted in error message, “You have been denied access due to an IP
restriction.”
DOC-3496 Fixed the issue with Receipt Line not getting Invoiced:
receiving and receiving error, “Error trying to invoice a receipt line that doesn’t exist(or is not ready to be invoiced)”

DocStar Version 20.1.117 – 20.1.129

Published: June 12, 2020

This is a maintenance release.

Ticket Number Description
DOC-2167 Add subgroup line items to
Mobile Approval Screen.
DOC-2227 Betterizer modification to Mobile Approvals to hide the approvals accordion when there are no previous approvals to show.
DOC-2417 Corrected issue with use of a set trigger task resulting in an internal server error.
DOC-2617 Fixed the issue with SetTriggerTask and SendNotificationTask (Send Email) not having task info for the ‘Signature’ Send As setting.
DOC-2675 Fixed the issue with DocuSign
settings Save or Refresh icon disabling all buttons without saving or refreshing.
DOC-2836 Fixed the issue with Edit Scan Settings dialog using the Document Split method.
DOC-2840 Corrected issue with access due to an IP restriction.
DOC-2870 Fixed issue with the mobile approvals link.
DOC-2876: Adding the changes to infer
the miscellaneous type based on user input (amount/percentage).
DOC-2876 Corrected issue with Misc.charge type for the Amount/Percentage column.
DOC-2887 Fixed the issue with adding a group through Group Preferences which adds the last selected group instead of currently selected.
DOC-2962: Corrected issue with Spanish version not storing workflow inputs.
DOC-3100 Corrected issue with being unable to
use the select-all check box in Recycle Bin.
DOC-3101 Corrected issue with approval stamp size.
DOC-3135 Fixed the issue with margin related to Approval Icon.
DOC-3136 Corrected issue with the color of the form successful message that made it unreadable.
DOC-3143 Fixed the issue with the Create Invoice transaction losing required parameters after GetUpdate is clicked.
DOC-3165 Fixed the issue causing application crash on x86
systems.
DOC-3179 Fixed the issue with DateTime
deserialization in workflow document parameters.

 

Ticket Number Description
DOC-1758 Corrected issue with Cloud6 Intermittent Performance Issue.
DOC-2406 Fixed the issue with Period and Year not being captured correctly from DocStar to Prophet 21.
DOC-2761 Fixed the issue with Karmak integration with entering additional credits.
DOC-2552 Corrected issue with when Watches colors a line, the result is the user thinks the document is
checked/selected.
DOC-1149 Corrected issue with clearing the previous search using the search bar Clear button.
DOC-932 Fixed the issue with login
session handling and file transfer.
DOC-900 Corrected issue with system performance when saving a sticky note for certain documents.
DOC-634 Corrected issue with large file size being created when scanning a document in grayscale compression.
DOC-894 Corrected issue with Datalink sort order when displaying in a typeahead.
DOC-1503 Fixed the issue with Exclude Groups option in Workflow Notification settings
not staying enabled after saving.
DOC-633 Fixed the issue with Datalinks returning &amp instead of & character causing
issues when submitting documents to workflow.
DOC-814 Fixed the issue with view permissions error after approving the document.

Invoice AutoMatch Workflow

The AutoMatch workflow feature provides improved automation with matching the order receipt/packing slip against the invoice. The Automatch feature operates as a background function that works to provide a receipt that goes with the invoice. Depending on how your system is set up, this can be used at the line item level or at the header level. This allows you to utilize this matching technology with how your company does business.

Many times the system gets a one-to-one match (receipt to invoice). Other times it will narrow down the possibilities for you and provide a solution wizard for you to use to select the correct solution. The automatching ability eliminates the need for a pull and present workflow, so that you won’t have to sift through many lines to find your match. The system does all the work for you or, at least, most of the work.

The way the automatch feature works is that when you load the invoice into DocStar, the system selects all possible solutions and determines the number of solutions. The system does the matching for you. In most cases there will be one unique receipt solution and the invoice can be easily completed and uploaded to ERP. In some cases, there are multiple receipt solutions and the AutoMatch window presents possible solutions. The solutions are a filtered result of unique lines on a receipt, not all the lines. You pick the appropriate one and then can proceed to complete and upload.

If the system determines there are no matches or if you decide none of the solutions are a match, then you manually handle this as an exception.

The AutoMatch window shows information that you can use to determine which is the appropriate solution for the invoice. 

As you digest the information, you may find one type of data more useful than another to target the solution. As you have determined a possible solution, you select one of the solution rows and then select OK. If you need to clear your selected solution, just select the RESET button.

If you cannot determine a solution from the system generated solutions, then you can select the NO SOLUTION button. You handle this as an exception and have to address this manually.

Applying Stamps through a Workflow

You can now integrate stamping of your document into the workflow to apply the stamps in a consistent manner and location on the document. This method is faster and more convenient than manual stamping, while allowing you to make sure that the stamping process is following your company standards. In addition, you have the ability to include a dynamic text stamp.

With the proper user rights, you can set up a workflow stamping step and then integrate it into a document workflow. Within the step set up, you will preselect the image stamp and/or a text stamp. After you set up the step, insert it within the flow.

As you process a document, at the appropriate time, you are prompted to apply the stamp, unless it is an automatic step. For text stamps you may be required to enter applicable text, such as your name. Since this is highly configurable, your company can use it in a way that suits its needs. If you select an image stamp, you can preview the image in the Task Editor. Use the Get Region button to size and position the image stamp on a document.

DocStar has a base stamping workflow that you can use or modify, named Workflow Stamps. This workflow prompts for approval and uses the Important stamp. The following is an image of the base workflow.

The following example shows a possible input step that you can add to make an entry for Received By.

After the entry and submit, the following shows an example of both an image stamp and a text stamp.

If you want, you can create your own simple stamp workflow. The following example shows that you create a stamp step that you add to a workflow as you would any other workflow step.

The following shows an example of the Task Editor for the Add Stamp step in the above workflow.  

From the Task Editor, select the stamp. Below is an example of selecting an image stamp. You can see a preview of the image stamp. 

Click the Get Region button to size and position the image stamp on a document.

Example of a text stamp:

Data Usage Report

Data Usage Report gives you information on how much space your DocStar system uses. Within the Site Storage statistics, you can now see the Total (MB) of the of Database Size (MB) and Storage On Disk (MB) to give Cloud customers information for billing usage. The Additional Information section provides other valuable data storage information.

What’s New 20.1

The following are descriptions of new or enhanced features in DocStar 20.1. 

AutoMatch Workflow Capability

The AutoMatch workflow feature provides improved automation with matching the order receipt/packing slip against the invoice. The Automatch feature operates as a background function that works to provide a receipt that goes with the invoice. Depending on how your system is set up, this can be used at the line item level or at the header level. This allows you to utilize this matching technology with how your company does business.

Many times the system gets a one-to-one match (receipt to invoice). Other times it will narrow down the possibilities for you and provide a solution wizard for you to use to select the correct solution. The automatching ability eliminates the need for a pull and present workflow, so that you won’t have to sift through many lines to find your match. The system does all the work for you or, at least, most of the work.

The way the automatch feature works is that when you load the invoice into DocStar, the system selects all possible solutions and determines the number of solutions. The system does the matching for you. In most cases there will be one unique receipt solution and the invoice can be easily completed and uploaded to ERP. In some cases, there are multiple receipt solutions and the AutoMatch window presents possible solutions. The solutions are a filtered result of unique lines on a receipt, not all the lines. You pick the appropriate one and then can proceed to complete and upload.

If the system determines there are no matches or if you decide none of the solutions are a match, then you manually handle this as an exception.

The AutoMatch window shows information that you can use to determine which is the appropriate solution for the invoice. The window shows the following column headers.

  • Solutions
  • PackSlip
  • PackLine
  • Qty
  • PartNum
  • Description
  • UnitPrice
  • RcpDate

 


As you digest the information, you may find one type of data more useful than another to target the solution. As you have determined a possible solution, you select one of the solution rows and then select OK. If you need to clear your selected solution, just select the RESET button.

 

If you cannot determine a solution from the system generated solutions, then you can select the NO SOLUTION button. You handle this as an exception and have to address this manually.

ERP AP Automation Enhancements

With this release, DocStar improves the ERP AP Automation solution to enhance the speed of the integration deployment, performance, and the overall customer experience. The following are the system and user interface enhancements for AP automation:

  • Introduction of the Rest API for communication with E10. This allows for a faster and easier deployment of the DocStar to E10 AP Automation integration.
  • The system now uses a “pre-create” function for invoices. This method returns defaults from E10 to create a temporary invoice, without having to actually create a final invoice in E10 until needed.
  • Improved performance for displaying a large number of line items on invoices. The time for the system to display numerous line items is greatly reduced.
  • Support for multi-POs per invoice. The system can determine that there are multiple POs associated with the one invoice, and then displays all the associated PO numbers for the review/matching steps.
  • A new non-PO invoice workflow that allows for “Intercompany” GL account allocations.
    This is done by presenting an expanded field group to include the “External Company” and “External Account” at the time of GL coding and upload the intercompany invoice accordingly.
  • When using a PO-based workflow, an alternate “receipt lookup” is now available, if needed. This is available when the PO referenced on the invoice has multiple receipts available for invoicing.
    Rather than just PO lookup capability, you can match lines against selected receipts that are presented to a user for selection in a field group.
    The system shows the receipt summary data including receipt number, receipt date, PO Number, total quantity, and total amount.
    The other shows the line item details for the receipt(s) selected.
  • A “Payment Detail Capture” step is added to all invoice workflows. This step waits for payments to be applied, calculates whether it is the final payment or not and keeps waiting if not.
    All payment details are added to a payments field group to record all payments made on the invoice until complete.
  • Additional API calls and DataLinks were added for the following additional functionality in the workflows and user entry steps:
    • “Remit To” to select a Remit to location.
    • “BankID” to select a payment account.
    • “Receipt Lookup” to select available receipt(s) for invoicing.
    • “Receipt Lines Lookup” to present/select receipt lines for receipt(s) by receipt number.
  • Enhanced the behavior of ‘Select’ column in field group.
  • Auto Receipt matching & selection (see AutoMatch Workflow Capability new feature topic).

Epicor Identity Provider

The introduction of Epicor Identity Provider (IdP), means that you can use the same authentication process for your DocStar system that you use for your other Epicor applications. Epicor Identity Provider gives you a familiar and seamless signon experience when you access DocStar. In addition to single signon, Epicor IDP integration provides central administration and multi-factor authentication.

When using Epicor IDP with DocStar, the DocStar system detects the current system user is logging in and displays your user name. If your system administrator has activated the Epicor multi-factor authentication, you will provide your password and then an authenticator code.

For the typical multi-factor authentication, the following process occurs.

  • Since the system already recognizes the current user, you only enter the password and then select Log In.
  • The system sends a code to your mobile device either on the Microsoft authenticator app or via text message.
  • Enter the Authenticator code for the Two-factor authentication, and then select to log in to DocStar.

 

Applying Stamps through a Workflow

You can now integrate stamping of your document into the workflow to apply the stamps in a consistent manner and location on the document. This method is faster and more convenient than manual stamping, while allowing you to make sure that the stamping process is following your company standards. In addition, you have the ability to include a dynamic text stamp.

With the proper user rights, you can set up a workflow stamping step and then integrate it into a document workflow. Within the step set up, you will preselect the image stamp and/or a text stamp. After you set up the step, insert it within the flow.

As you process a document, at the appropriate time, you are prompted to apply the stamp, unless it is an automatic step. For text stamps you may be required to enter applicable text, such as your name. Since this is highly configurable, your company can use it in a way that suits its needs.

The following example shows a possible input step that you can add to make an entry for Received By.

After the entry and submit, the following example shows the image stamp and a text stamp.

 The following example shows that you create a stamp step that you add to a workflow as you would any other workflow step.

The following example shows the Add Stamp in the Task Editor for the workflow step.

 

Modern New Look to DocStar

This release introduces you to a modern DocStar look. You will find a clean, sleek user interface that feels like you and DocStar are speeding into a new era.

You will notice that the user interface color schemes, buttons, tabs, icons, and white space are updated. This new appearance is the beginning to more improvements like these in the future. The intent is to provide future ease of updates, performance improvements, additional features, and identity with other Epicor products.

The following image points out various areas that you will see enhancements to the DocStar user interface. 

 

In addition, DocStar has a new look to it’s Log In page.

Does Not Equal Option

On the Retrieve tab, when using the Search Fields, you now have the option to filter your search criteria with the Does Not Equal option. This allows you to exclude the type of field from your search, so you have more control over the results. This was a user requested enhancement through the Betterizer.

 

Regional Numeric and Date Handling

You can override the company code setting for dates and numbers through a user preference. This allows you to work with dates and numbers that are appropriate for your region.

Note: Changing this preference only affects the dates and numbers and doesn’t pertain to system language. DocStar continues to be offered in English and Spanish, but this feature lets you choose from many different date and number regional formats.

Navigate to this setting through the User Preference menu option and then on the Environment panel. From the Date and Number Format Override menu, select your regional preference for your system.

Update to Data Usage Report

Data Usage Report now has a separate section for the Site Storage statistics. You can now see the Total (MB) of the of Database Size (MB) and Storage On Disk (MB) to give you billing usage for Cloud customers. The Additional Information section gives the other familiar data storage information.


 

DocStar Feature Summary 20_1 PDF

Version 20

Bug Fixes Release 19.1

 

Ticket Number Description
457591 The “Get Report Data requires 2 arguments” error has been resolved.
459376 Form Element Email Pattern Validation no longer produce unexpected results.
460119 Fixed the issue that caused package types to break when adding a field or referencing a list.
457600 Combo Box With List Selection works.
465706 Resolved the OCR Shortcut input skipping over date fields.
464539 Forms no longer complete on CloudBeta with “Trim value to element size” blank.
463302 Fixed the issue that caused the Date Picker to go to 2004.
463449 Drag and Drop Form Elements in Public Form Links now work properly.
460657 After creating an AP invoice in DocStar, the legal number creates properly in E10.
461105 Form attachments update Drag and Drop UI.
457590 Invoice Lines without part numbers are picked up properly when created by DocStar.
457584 Resolved the E10 integration issue where GLDescription and GLAccountDisp were incorrect when a credit memo has more than 10 line items.

DocStar Version 19.1.41695 

Published: November 14, 2019

This is a maintenance release.

Ticket Number Description
DOC-899 Resolved a directory traversal vulnerability in the GetFile.ashx file.
DOC-932 There was an issue in RCE Via File Upload – 168.166.24.25 with how login sessions were handled, and how one of the file transfer APIs uploaded data. Someone could exploit these issues to upload arbitrary files to any location on the server. Those loopholes are now closed.
DOC-611 Cloud5 was going offline 2-3 times weekly. It has been stabilized.
DOC-406 Documents were rendering images that didn’t match the native document. This has been fixed.
DOC-608 Resolved performance issues when submitting documents in Docstar.
DOC-765 Upgrading to 18.2 produced a SolrSC\AAAA0001 is denied error. This no longer happens.
DOC-681 Fixed an issue where entering a date in a form produced a “Date format is invalid” error in Form Fields.
DOC-767 Resolved an issue from 18.2 in which the right-most characters were getting cut off in Approval Stamp.
DOC-652 Batch importing HTM or HTML documents with pre-processing enabled no longer imports the same document twice.
DOC-768 The Back button function in DocStar v18.2.x has been fixed to work consistently.
DOC-686 Show Hits used to display all occurrences of matching text, even those embedded within a word. Those no longer qualify as a hit.
DOC-666 Resolved an issue where popups from the Retrieve tab would not terminate.
DOC-635 Fixed a display bug that caused the Workflow tab to show approval requests and dashboard arrows floating in work items when viewed in Chrome.
DOC-620 In DocStar 19.1 the OCR Shortcut was placing date field data into other fields and jumping to another field. This has been fixed.
DOC-619 In DocStar 19.1 the OCR Shortcut input was skipping over date fields. It no longer does this.
DOC-599 Forms completed on CloudBeta with “Trim value to element size” came out blank in DocStar 19.1. They generate properly now.
DOC-576 Resolved an issue in which Date Picker only went to 2004 in DocStar 19.1.41283
DOC-584 Fixed Drag and Drop Form Elements in Public Form Links in DocStar 19.1.
DOC-493 There was an issue with the ProSvcNow E10 Integration in which E10 did not create a legal number when you created AP invoices in DocStar. It now does.
DOC-510 Form attachments in DocStar 19.1 now update the Drag and Drop UI.
DOC-416 Resolved a PROSVCNOW issue in which E10 Invoice Lines without part numbers were  ignored when created by DocStar.
DOC-413 Resolved an E10 Integration issue in which the GLDescription and GLAccountDisp were incorrect when a credit memo had more than 10 line items.
DOC-417 Fixed a DocStar 19.1 Reports error: “GetReportData requires 2 arguments.”
DOC-455 Corrected a problem with Form Element Email Pattern Validation in DocStar 19.1 that was producing unexpected results.
DOC-471 Package types no longer break in DocStar 19.1 when adding a field or referencing a list.
DOC-418 Resolved a DocStar 19.1 issue that prevented the Combo Box With List Selection from working.

DocStar Version 19.1.41887 

Published: December 13, 2019

This is a maintenance release.

Ticket Number Description
DOC-634 Fixed issue with scanned document in gray scale compression creating files that are too large.
DOC-926 Fixed issue where the User UI Culture Code setting is being retrieved every time the InitCall method is called.
DOC-1157 Increased batch import performance through a bulk insert of DQ imaging items.
DOC-995 Corrected issue for Real Floors when scan importing where they were receiving the error, “Index was outside the bounds of the array.”
DOC-993 Vulnerability Report: SQL Injection / RCE via Session Token.
DOC-979 Fixed issue with the server error message and the MARS interface shows Missing Trans Key on a non US-EN and ES-MX configured server.
DOC-974 Corrected the issue with DocStar installs/upgrades that require a reboot receiving an error after the reboot is completed.
DOC-932 Updated a file transfer API to better handle login sessions and data uploads.
DOC-900 Improved performance when saving a sticky note for certain documents.
DOC-894 Corrected the issue with Datalink sorting in reverse order when displaying in a typeahead.
DOC-891 Fixed the issue in Form Editor when modifying the formula for a mapped field, changes the formula for other similar fields on the form.
DOC-886 Fixed the issue where a TypeError is produced when reading a property ‘toString’ of undefined in Forms.
DOC-871 Various Performance issues addressed.
DOC-744 Added new Transaction for E10 integration: List BankId.
DOC-565 Corrected the issue when using text extract on document over (1000 + pages) that produced a workflow exception: “Process must exit before requested information can be determined.”
DOC-176 Wait For Task Enhancement (Runtime).
DOC-140 Created a Karmak AP invoice workflow.
DOC-1014 Fixed the issue with the DocuSign esig panel using webhooks not updating automatically, which produced “Error – The remote server returned an error: (500) Internal Server Error”

 

DocStar Version 19.1.42096 

Published: January 24, 2020

This is a maintenance release.

Ticket Number Description
DOC-565 Fixed issue with process error received during an extract text task. 
DOC-759 Fixed issue with DMS Export failing to import documents due to error, “Document Import Exception, id = unknown, the Insert statement conflicted with the Foreign Key constraint.
DOC-818 Fixed issue when using the Prompt for Group Task and selecting a group that has more than one word.
DOC-886 Corrected issue with handling ‘toString’ in Forms.
DOC-891 Corrected the issue in Form Editor that occurred when modifying the formula for a mapped field, the formula for other similar fields on the form were also changing.
DOC-894 Corrected issue with information that is retrieved with datalink that is being displayed in reverse order.
DOC-900 Fixed performance issues when saving a sticky note for certain documents.
DOC-987 Fixed issue with approval stamp not displaying approver unless text is added [19.1.41695].
DOC-993 Addressed potential SQL injection security.
DOC-1014 Fixed issue with DocuSign esig panel using webhooks not updating automatically.
DOC-1048 Corrected issue with Forms pages repeating instead of displaying 6 unique pages of the Form.
DOC-1426 Corrected issue with viewing a document signature in the signature field when you select to complete it. 
DOC-1479 Fixed the issue with not being able to change the Tab order of a Group in a form.

 

DocStar Version 19.1.42407 

Published: February 7, 2020

This is a maintenance release.

Ticket Number Description
DOC-1342 Improved performance with the ProcessWorkflowDocumentUI for GetBulkWorkflowEngineData.
DOC-1344 Improved performance with the ProcessWorkflowDocumentUI
for SQL calls to CustomFieldMeta and CustomFieldMetaFormulaField and EmailBiz SQLs.
DOC-1345 Improved performance with the
Get_CustomFieldValues stored procedure.
DOC-1473 Improved performance with the batch import.
DOC-1475 Improved performance for searches with 100
results.
DOC-1510 Corrected issue with Conditions for elements not being evaluated in real-time.
DOC-1544 Fixed the issue with DocuSign Dedicated Service User not allowing removal and save.
DOC-1553 Fixed the issue with the edit icon in the search grid results.
DOC-1572 Improved performance with the UI Grid Performance after searches have been done.
DOC-1590 Fixed the issue with the Capture tab barcode region
setting.
DOC-1613 Fixed the issue that was resulting in the error, ” Maximum stored procedure,
function, trigger, or view nesting level exceeded (limit 32).”
DOC-1802 Corrected issue with the View user links
not working after many uses.

DocStar Version 19.1.42795 

Published: March 6, 2020

This is a maintenance release.

Ticket Number Description
DOC-809 Fixed the issue with kiosk login with Chrome as default browser opening two tabs in Chrome. 
DOC-1344 Corrected issue with ProcessWorkflowDocumentUI Performance.
DOC-1615 Fixed the issue with sending emails in EmailBusinessObject. 
DOC-1799 Updated the Send Email Task in Package Workflow with Split Recipients to not Zip Attachments
DOC-1805 Corrected issue with the item’s name in a typeahead datalink not narrowing the list or bringing the closest match to the top.
DOC-1812 Fixed the issue with Karmak Create Invoice dropping 810 path. 
DOC-1917 Corrected issue with delays in rendering Forms Template Library View.
DOC-1997 Fixed the issue with the inability to make changes to rows when retrieving documents.
DOC-2026 Corrected issue with missing indexes: [Get_CustomFieldValues_WithSharedFields] and [Update_CustomFieldValueFormElements].
DOC-2081 Security update for SQLInjection threat in SearchAudits and GetEntityAudits.
DOC-2082 Security update for cross-Site Scripting against General Upload.
DOC-2083 Security update for blind XPath Injection.
DOC-2084 Security update for blind XPath Injection.
DOC-2091 Fixed the issue with form fields being lost once making a change in the search grid.
DOC-2108 Fixed the issue with decimal fields on Save when using the Swedish culture code and modifying a decimal field value.