Release date for production: Saturday, November 18th, 2023
(Please note the change in release date)
Technical
This update is designed to work with the Dooap package 1.2.24 for D365. While updating D365/AX2012 is not required, some of the fixes or features do require the installation of the Dynamics package. Features that need the package are marked with a *.
Support for D365 version 10.0.37
New Features
Users now have the ability to split invoice images into multiple invoices within Dooap. This feature allows users to select the invoice pages that should be grouped together as one invoice, and then create separate invoices from the remaining pages. NOTE! This feature will need a permission to be added to the user group. See the instructions for more information.
Non-PO invoices now have the capability to be automatically approved based on a set monetary threshold. See the instructions for more information on this feature.
You now have the ability to add a company filter when searching for vendors in the admin section. This feature allows you to refine your search results and find vendors more efficiently.
Coding line can be created from the invoice data file (xml). To activate this feature, kindly reach out to our support team. To learn more about this feature please check article in knowledge base.
The "Charges group" field from the purchase order can now be included at the invoice header level in Dooap. If there are multiple purchase orders per invoice, the displayed value will be the most recent one added. To enable this feature, please contact our support team for assistance.
Users now have the ability to edit the cash discount date in Dooap on Non-PO related invoices. Please note that if the invoice is related to a purchase order, any changes made to the cash discount date will be overwritten by the data from the purchase order. (Standard D365 functionality.)
When creating coding for non-PO invoices, the remaining amount will automatically be populated in the last line. For example, if there are already two rows with amounts entered, and a third row has already been added with zero value, the remaining amount will be automatically adjusted to the row.
Users now have the ability to easily clone or perform mass editing for recurring invoices. This feature allows for efficient management of recurring invoices, making it easier to duplicate or make changes to multiple invoices at once.
Search:
New possibility for searching invoices purchase order invoice by item, procurement category, project activity, project category, project, charges code, or charges category.
Dimension search values are now suggested when typed on the search field.
Added fields to the view of the purchase order line: Purchase unit symbol, project, project activity, and project category.
Fixes
Search:
Automatic coding lines are now generated correctly.
Invoice preview permission now provides visibility to all invoices in Accounts Payables.
Page displays quantity decimals correctly.
Cost and sales price in project credit notes are now calculated correctly. *
If vendor is deleted immediately in D365 before the information has been transferred to Dooap it does not create faulty vendors anymore.
Selecting the machine learning suggestion for workflow as an approver does not cause an error anymore.
Security class invoices are now visible to authorized users even after the workflow is finished.
Analytics
AP tools
Invoice picture link has been added to the open invoices report
Transfer to payment related actions has been added to the "closed by user" - report
"Inactive user" -filter added to "user rights history tasks" - report
Vendor analytics
Cash discounts added to the vendor view
General instructions page has been added to the Analytics package.
Known Issues
When Procurement category Purchase Order contains line discounts invoices transferred to D365 stop at pending invoices and might need manual corrections if associated with miscellaneous charges.
If an purchase order related invoice contains both regular sales tax lines and use taxes, invoice is posted with errors.
Not all tax codes are updating from D365. If any problems with the updates, a scheduled import should be used instead of the change entity framework sync (CEF).
