What’s New 20.1

Help Page > Release Notes > Version 20 > 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

DocStar ECM Help Center
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