---------------------------------------------------------------------------------------------------- Version 3.4.2 Change Log ---------------------------------------------------------------------------------------------------- ***************************** NEW FEATURES & FIXES ***************************** - Customer account statement (CustAccountStatementExt.Report) >> DocCustAccountStatementExtReportDSP class: Added support for Document branding. - Customer invoice (SalesReport.Report) >> DocSalesInvoiceReportDSP class: Fixed the logic in the sil_addMainLines() method that checks whether the current SalesInvoiceTmp record contains transaction-related data. >> (3.4.2.1) Fixed bug: proforma reports are printed with empty lines. The bug is fixed by changing Delete Action from Cascade to None for all relations on the SalesInvoiceTmp.Extension_DR table extension, including the relation to CustInvoiceTrans table, which was causing the bug. - Sales picking list (WMSPickingList_OrderPick.Report) >> (3.4.2.2) Fixed a Microsoft bug with WmsPickingList_OrderPickController: Original/Copy preview renders reports without data. ---------------------------------------------------------------------------------------------------- Version 3.4.1 Change Log ---------------------------------------------------------------------------------------------------- ***************************** NEW FEATURES & FIXES ***************************** - New reports: >> Job card report (ProdJobCard.Report) >> Transfer overview (InventTransferOrderOverview.Report) - Customer invoice (SalesReport.Report) >> Supported feature: (Italy) Sales invoice lines sorting per packing slips. >> Supported feature: (Italy) Tax invoice for goods delivered for free. - Customer account statement (CustAccountStatementExt.Report) >> Docentric template: Fixed condition to show CreditLimit and CreditAvailable data fields when the PrintCreditLimit parameter is turned on. - Purchase order (PurchPurchaseOrder.Report) >> Docentric template: Fixed visibility for the PurchPrice, DiscAmount, DiscPercent, LineAmount fields - they are now hidden if the 'Purchase order prices/amount' option is turned on. - Collection letter note (CustCollectionJour.Report) >> Added the JourTransRecId_DR field to the CustCollectionJourTmp table and populated with CustCollectionLetterTrans.RecId to enable adding additional fields from the related tables in the report DSP class. - Added helper class DocTaxCalculator for calculation of: >> Posted sales tax for a journal or a journal line - supported for all reports. >> Proforma sales tax for a journal of a journal line - supported for Free text invoice and Sales invoice. >> Distributed and total amounts per journal and journal line are supported. ---------------------------------------------------------------------------------------------------- Version 3.4.0 Change Log ---------------------------------------------------------------------------------------------------- ***************************** NEW FEATURES & FIXES ***************************** - New reports: >> Project invoice with billing rules (PSAContractLineInvoice.Report) >> Vendor payment advice (BankPaymAdviceVendV2.Report) >> Customer payment advice (BankPaymAdviceCustV2.Report) - All reports: >> Updated DSP classes to be ready for Docentric NextGen. - In order to fully support saving reports to SharePoint with metadata fields using Custom placeholders, the following DSP classes are updated: >> DocPurchPurchaseOrderReportDSP (PurchPurchaseOrder.Report) >> DocPurchPackingSlipDSP (PurchPackingSlip.Report) >> DocPurchReceiptsListDSP (PurchReceiptsList.Report) >> DocReturnAcknowledgmentAndDocumentDSP (ReturnAcknowledgmentAndDocument.Report) - Sales quotation report (SalesQuotation.Report): >> The main() method is added to the DocSalesQuotationDSP class to enable quick generation of DDSP for a sample journal record. - (BUG) Route card report (ProdRouteCard): >> The DocProdRouteCardDSP class: fixed reshaping of the report data source. - (BUG) Load tender (TMSLoadTender): >> The DocTMSLoadTenderDSP class: fixed populating custom labels. >> Fixed template to correctly show multiple loads grouped by sales order. ---------------------------------------------------------------------------------------------------- Version 3.3.9 Change Log ---------------------------------------------------------------------------------------------------- ***************************** NEW FEATURES & FIXES ***************************** - New reports: >> Work report (WHSWork.Report) >> Route (TMSRoute.Report) >> Load tender (TMSLoadTender.Report) - Added Extension Fields to DDSP for the following reports: >> SalesInvoice >> FreeTextInvoice >> PSAProjInvoice >> PSAManageInvoice* >> TMSCommercialInvoice* >> TMSCertificateOfOrigin* >> SalesConfirm >> SalesPackingSlip >> PurchPurchaseOrder >> PurchPackingSlip >> PurchReceiptsList >> VendInvoiceDocument* >> SalesQuotation >> SalesQuotationConfirmation >> PSAQuotations >> CustAccountStatementExt* >> CustCollectionJour* >> CustInterestNote* >> ProdPickList* >> ProdRouteCard* >> ReturnAcknowledgmentAndDocument* >> RFQSend* >> WMSPickingList_OrderPick* >> WMSBillOfLading * For single-table reports which are reshaped into Header and Lines, Extension fields are added to both Header and Lines. NOTE: For all other reports, which are not listed here, Extension fields are added to DDSP automatically. - Added additional fields: >> WHSPickListShipping (Shipping pick list): Customer requisition (from Sales order) added to the report header, and Requested ship date (from Sales order line) to the report lines. >> CustAccountStatementExt (Customer Account Statement): RecId of the related CustTrans record added to the report lines. >> RFQSend (Request for quotation): Added Vendor primary email and Custom Fields related to Vendor. >> SalesInvoice (Customer invoice): Added Giro data with Swiss QR code. - Added Custom Fields related to Shipment, Load and Customer to DDSP for the following reports: >> TMSCommercialInvoice (Commercial invoice) >> TMSCertificateOfOrigin (NAFTA certificate of origin) - Added the DefaultDimension field (named as FinancialDimensions) from the corresponding journals to DDSP for the following reports using their DSP classes: >> SalesInvoice >> FreeTextInvoice >> SalesConfirm >> SalesPackingSlip >> PSAProjInvoice >> PSAManageInvoice >> CustCollectionJour >> VendInvoiceDocument >> PurchPurchaseOrder* >> PurchPackingSlip* >> PurchReceiptsList* * The new node is named POFinancialDimensions, because there is no the DefaultDimension field in the corresponding journal. NOTE: Financial dimensions are added to report headers only. - Cheque report: >> (BUG) DocCheckDSP class: Fixed bug for Custom placeholders - their values were empty. >> Introduced a new helper class DocCustVendChequeSlipTextCalculator, which is able to add an additional column Voucher to standard cheque slip text (used in CustVendCheque.output()). - (BUG) Bill of lading (WHSBillOfLading): >> DSP class DocWHSBillOfLadingDSP is enabled to support both Regular and PreProcessingTempDB version of the standard DP class WhsBillOfLadingDP. - (BUG) For particular reports, Custom placeholders are always provided as text values formatted using the current-user language instead of the report runtime language. This bug is fixed for the following reports: >> Production Picking List (DSP class: DocProdPickListDSP) >> Production order report (DSP class: DocProdReportDSP) >> Production Route Card (DSP class: DocProdRouteCardDSP) >> WHS Pick list shipping (DSP class: DocWHSPickListShippingDSP) - Sales invoice report and Free text invoice: >> Preparation for Docentric NextGen. >> Renamed data record SalesInvoicePaymentStubTmp to SalesInvoicePaymentStub. ---------------------------------------------------------------------------------------------------- Version 3.3.8 Change Log ---------------------------------------------------------------------------------------------------- ***************************** NEW FEATURES & FIXES ***************************** - Project quotation (PSAQuotations.Report) - fixed the Docentric template: >> Changed the label of the last column from Net amount to Extended price - the label did not match the content of the column >> Replaced the content of the column Sales subtotal amount with the content of the column Net amount and vise versa in the table at the end of the template - the content of the both columns did not match the column labels - New reports: >> Load list (WHSLoadList.Report) >> Canadian check (Cheque_CA.Report) - Added extensions: >> Extension of the RetailLabelController class, which changes the built-in behavior of Product and Shelf labels reports which are always printed to SSRS File print destination (as PDF files). With this extension, when printing printing Product or Shelf labels, the Print destination settings form will be shown, so you will able to change the target print destination to, e.g. Docentric Screen or Generated DS print destination. - New Custom placeholders: >> Collection letter currency (@Currency@), Open balance due (@BalanceDue@), Fee (@CollLetterFee@) and Total open balance including the fee (@Total@) added to the CustCollectionJour report. >> Vendor Reference (@VendRef@) and Customer Requisition (@CustReq@) added to the PurchPurchaseOrder report. >> Customer Requisition (@CustReq@) added to the SalesInvoice report. >> Customer Requisition (@CustReq@) added to the SalesQuotation report. - Added Custom Fields related to Customer/Vendor and Sales/Purchase order (when applicable) to DDSP for the following reports: >> BankPaymAdviceCust >> BankPaymAdviceVend >> CustAccountStatementExt >> CustCollectionJour >> CustInterestNote >> FreeTextInvoice >> PSAProjInvoice >> PSAManageInvoice >> PurchPackingSlip >> PurchPurchaseOrder >> PurchReceiptsList >> SalesConfirm >> SalesInvoice >> SalesPackingSlip >> VendInvoiceDocument - Common: >> Extended scope of all placeholders to all (print destination) fields except for images and (multiline) addresses. >> Some common code for filling placeholder values moved to a new class DocDspHelper. >> Fixed built-in behaviour: SSRS Printer is always selected as the target print destination when generating payments using Cheques. >> Fixed bug for the SalesQuotation and SalesQuotationConfirmation reports where the Sales Quotation table wasn't resolved correctly if its ID had one or more hyphens. - For the following reports, the main() method is added to DSP classes to enable quick generation of DDSP for a sample journal record: >> PSAProjInvoice >> PurchPurchaseOrder >> PurchPackingSlip >> PurchReceiptsList >> SalesInvoice >> SalesPackingSlip >> SalesConfirm >> FreeTextInvoice ---------------------------------------------------------------------------------------------------- Version 3.3.7 Change Log ---------------------------------------------------------------------------------------------------- ***************************** NEW FEATURES & FIXES ***************************** - New reports: >> NAFTA Certificate of origin (TMSCertificateOfOrigin.Report) >> Return order / Return acknowledgment (ReturnAcknowledgmentAndDocument.Report) - New Custom placeholders: >> Project email (@ProjEmail@) added to the project related reports: PSAProjInvoice, PAManageInvoice and PSAQuotations. >> Purchase order email (@PurchOrderEmail@) and Vendor contact email (@VendContactEmail@) added to the VendInvoiceDocument report. - Added additional data to report data sources: >> Customer/Vendor primary email and Sales/Purchase order email added to reports: PurchPackingSlip, PurchPurchaseOrderReport, PurchReceiptsList, SalesConfirm, SalesInvoice, SalesPackingSlip. >> Customer/Vendor primary email and Project email added to reports: PSAProjInvoice, PAManageInvoice and PSAQuotations. ---------------------------------------------------------------------------------------------------- Version 3.3.6 Change Log ---------------------------------------------------------------------------------------------------- ***************************** NEW FEATURES & FIXES ***************************** - Route Card Report (ProdRouteCard) report: >> (BUG) Fixed the Docentric template to properly show the route card line details if there are any. >> (BUG) Fixed the source value for all barcode fields in the template to show proper data when the barcodes are scanned. - Sales packing slip (SalesPackingSlip) and Purchase packing slip (PurchPackingSlip) reports: >> (BUG) Fixed the helper methods custPackingSlipJour()/vendPackingSlipJour() and custPackingSlipVersion()/vendPackingSlipVersion() to take into account the reportContract.parmTableId() value when selecting the jorunal and journal version records. - PSA Project invoice (PSAProjInvoice) report: >> The line field TransDate, which does not get populated in the SSRS data provider class PSAProjInvoiceDP, is populated in the DocPSAProjInvoiceDSP class with the proper value. - Giro report: >> Skip printing the standard (SSRS) Giro payment attachment after an invoice (e.g. Free text invoice and other invoice reports) is printed. To use it within the Docentric template for Free text invoice, which includes the Giro report on the last page, please uncomment the outputReport() method in the GiroPrintMgmtFormLetterController_DR_Extension class.