Detailed Changelog for Continia Document Capture 2021 R1

This article lists all new features and bug fixes for each version of Continia Document Capture 2021 R1.

Document Capture 2021 R1 Service Pack 3

Released: October 14, 2021
App version: 7.3.0.0
FOB version: 7.03.00

New or changed functionality

Functional areaDescriptionID
Document and TemplatesThe identification of the XML format was not working properly when the XML header tag contained XML attributes. 25733
Document ApprovalAdded support for Type = Resource on purchase lines in the Continia Web Approval Portal. This is supported under the following conditions:
  • Business Central 2020 wave 1 (BC16) or newer versions, and
  • Document Capture 7.00 SP3 or newer versions, and
  • Continia Web Approval Portal version 1.19.0 or newer versions
24827
Platform and TechnologyWhen importing documents or exporting document categories, you now get the following error message if the server components are not installed:
  • Server Components for Document Capture are not installed.
    Server Components should be placed in the folder:
    C:\Program Files\Microsoft Dynamics 365 Business Central\130\Service\Add-ins\Document Capture\
25466
Platform and TechnologyThe following functions have been made external.
Codeunit 6085781 CDC Continia User Mgt.
  • IsForceRegisterAllowed
Codeunit 6085709 CDC Purch. Doc. - Management
  • GetNoOfDocsLabelForPostCrMemo
  • HasDocumentsPostedInv
  • HasDocumentsCrMemo
Codeunit 6085602 CDC Document Attachment Mgt.
  • MoveRecordLinkOnRegister
Codeunit 6085830 CDC Match Tracking Mgt.
  • TransferMatchTracking
  • GetMatchTrackedQty
26305
Platform and TechnologyWhen running Business Central on-premises without an Internet connection, the document was not shown on the Document Journal page.

26582
Platform and TechnologySeveral events have been added to the solution. For details, please see https://continia.zendesk.com/hc/en-us/articles/360020695240-Document-Capture-2021-R1-7-00-Event-Publishers
26955
Platform and TechnologyWhen getting the error message about missing server components, the message has been changed. The following has been added to the error message: "Remember to restart the service tier after installing the components." 
  • Server components for Document Capture are not installed.
    Server components should be placed in the folder:

    <add-in path>

    Remember to restart the service tier after installing the components.
27887
Platform and TechnologyThe Continia Web Approval Portal has been updated to version 1.20.0
28294
Platform and TechnologyProcedure BreakDownPaymentId in Codeunit 6085738 "CDC Is Valid Payment-Id (DK)" is now external.
28578
Platform and TechnologyMany functions have been made external.
28726

Bug fixes

Functional areaDescriptionId
Country and RegionalWhen we released DC7.02, we forgot to write the following in the changelog:

We have corrected a spelling mistake for a DE caption in the following tables:
  • Table 6085579 CDC Template
  • Table 6086110 CDC Template Upg.
25918
Country and RegionalIn the CH localization, table 6086201 "CDC Vendor Identifiers" was missing.
26324
Country and RegionalIn the Document Journal, a spelling mistake has been corrected for the German caption of the Purch. Match Credit Memo option field.
26416
Country and RegionalOn the Template Field Card, a spelling mistake has been corrected for the Dutch caption for the Stop Lines Recognition option field.
26603
Country and RegionalThe following BE & FR translations have been changed in the Document Journal.
  • Date de facture to Date de commande
  • Facture/Avoir to [C]ommande/[A]voir
26818
Country and RegionalIn the Document Journal, a spelling mistake has been corrected for the German caption of the Delegate to User field.
26882
Country and RegionalThe following missing German caption has been translated on the "How-to submit documents" page (page 6085788 CDC Document Category Wizard).
Changed from:
  • The email address is associated to the document category and can be found in the list below.
Changed to:
  • Die E-Mail-Adresse ist der Belegkategorie zugeordnet und in der unten stehenden Liste zu finden.

27853
Document and TemplatesWhen 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
Document and TemplatesWhen recognizing fields on an XML document that could not be identified, the following error occurred:
  • Template does not exist. Identification fields and values: Code='';
Now the following error message is displayed:
  • An identification template could not be found for the XML format of Document <Document No.>
23302
Document and TemplatesWhen 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
Document and TemplatesIn BC14 the Approvals on action on page 6085706 "CDC Purch. Invoice With Image" opened the wrong page.
24112
Document and TemplatesLine 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
Document and Templates

The following UI issues in the Document Journal and Document Card pages have been fixed:

  • When activating the “Recognize Fields” function using the keyboard shortcut (Ctrl+F9), the focus was lost, thus preventing the use of arrow keys to navigate between fields and documents.
  • It was not possible to use the mouse to change focus between document records in the Document Journal after using the “Recognize Fields” function.
  • In the Document Card, the cursor was moved to the header fields page part when using the “Recognize Fields” function while having the focus on the document lines page part.
  • The highlighted capture area disappeared when changing between document lines using the up or down arrow keys if the document had more than 10 lines.

24274
Document and TemplatesThe 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
Document and TemplatesThe description field is now visible on the Template card for the XML identification templates.
25192
Document and TemplatesThe VAT Registration No. template field was missing the rule for the Icelandic VAT registration number.25472
Document and TemplatesFor XML documents that have discount or charges names containing filter characters, the following error occurred when pressing the "Add Template Field" button: 
  • The filter "Text(Text)*" is not valid for the Code field on the Template Field table. Did not expect '('.
26166
Document and TemplatesWhen selecting more than 100 pages to split, the following error occurred:
  • Index out of bounds.
It is now possible to split up to 150 pages. However, when attempting to split more than 150 pages, the following error is displayed:
  • You can only select 150 pages for splitting at a time. If you need to split more pages, run the process repeatedly.
26369
Document and TemplatesWe have updated the German translation of the comment autogenerated in the Document Journal when changing the document status.
26663
Document and TemplatesAdded tooltip on the "E-mail Protocol" field on the Document Category card page.
26827
Document and TemplatesAfter using the "New" option on the Document File FactBox on sales documents, any subsequent drag and drop would result in the following error message: 
  • Sales Header: The Document Category does not exist. Identification fields and values: Code=''
26935
Document and TemplatesWhen importing an XML document for a category with "Register Documents Automatic." = true, the following error occurred:
  • The following C/AL functions are limited during write transactions because one or more tables will be locked. Form.RunModal is not allowed in write transactions. Codeunit.Run is allowed in write transactions only if the return value is not used. For example, 'OK := Codeunit.Run()' is not allowed. Report.RunModal is allowed in write transactions only if 'RequestForm = FALSE'. For example, 'Report.RunModal(...,FALSE)' is allowed. XmlPort.RunModal is allowed in write transactions only if 'RequestForm = FALSE'. For example, 'XmlPort.RunModal(...,FALSE)' is allowed. Use the COMMIT function to save the changes before this call, or structure the code differently.
27276
Document and TemplatesXML documents with embedded documents will no longer recreate (duplicate) the embedded documents when reopening a document and recognizing fields.27416
Document and TemplatesWhen 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
Document and TemplatesWhen recognizing fields and capturing a long string into a date field, the following error occurred in some situations:
  • Index out of bounds
27445
Document and TemplatesIn the Sales Document Category, we have changed the field caption on the following document  header fields:
Previous captions:
  • Invoice Date
  • Invoice No.
New Captions: 
  • Order Date
  • External Document No.
27926
Document and TemplatesWhen importing an XML document that was received via the Continia Delivery Network and when recognizing fields on this document, the following error occurred: 
  • The Template does not exist. Identification fields and values: No.=''
28127
Document and TemplatesFor the Document Category GLDOC, we have changed the caption for Document No. in all languages.
Changed from:
  • Invoice No.
Changed to:
  • Document No.

28285
Document and TemplatesWhen 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
Document ApprovalA wrong error message was shown when a user without approval admin permissions tried to change the approver on an approval entry.
22431
Document ApprovalIn 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:
  • The approval entry had status = Created.
  • The logged-in user was set up as an approval administrator.
In Business Central 2020 wave 1 (BC16) and newer versions, the standard permissions in BC have been changed, resulting in the "Delete" button being disabled (greyed-out), effectively disabling the feature.

We have circumvented this by adding the delete permission to the page property.
22432
Document ApprovalIn a scenario with:
  • 4-eyes approval (automatic selection) enabled.
  • All involved users had sufficient approval privileges (amount limit).
  • User A and User B were each other’s 4-eyes approver.
  • User C and User D were each other’s 4-eyes approver.
When User A approved a purchase document, the system automatically sent it to User B for 4-eyes approval.
When User B forwarded the purchase document without approval to User C, the system created an approval entry for User D (4-eyes approver of User C).

That is unnecessary since User A already approved the document. The approval by User A and User C is sufficient to meet the 4-eyes approval criteria.

24275
Document ApprovalRefactored 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
Document ApprovalThe Force Approval action had a wrong PromotedCategory on the Purchase Credit Memo page.26564
Document ApprovalWhen exporting users and a user existed with Login Type = No BC User and Client Type = Continia Web Approval, the following error occurred:
  • This Company has not been configured with any e-mail domains in Continia Online. Please contact your NAV partner to solve this problem
The error shown has been changed to the following:
  • Continia User <user name> cannot be exported as Login Type is No BC User and Client Type is Continia Web Approval in Continia User Setup <user name>.
    The user must exist in Business Central when Client Type is Continia Web Approval.
26767
Document ApprovalWhen 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:
  • An error has occurred...
    Your exported WebServiceKey is empty. Please contact your system administrator.
Now, the following error is shown when such a user is exported to the Continia Web Approval Portal:
  • Web Service Access Key must not be empty for User <User ID> when NAV Login Type is Database for Continia User <User ID>.
26883
Document ApprovalWhen a user with the CDC-Approval role selected a Fixed Asset on the Continia Web Approval Portal, the following error occurred:
  • You do not have the following permission on TableData Fixed Asset: Read
You must run a few codeunits to add the permissions. For details, please see the following article. https://docs.continia.com/en-us/continia-document-capture/development-and-administration/document-capture-permissions#updating-permissions-when-implementing-service-packs
27146
General ApplicationThe field "Unidentified Company File Path" in Document Capture Setup is now only editable if "Use Unidentified Company Documents" is activated.22124
General ApplicationWhen 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 ApplicationThe default "XML Import Path" in DC Setup has been set to "C:\DC\XML&quot; in the configuration file. Similar to the other paths.    24578
General ApplicationAll Document Capture tables are now added to the "CDC-SUPER" permission set.
You must run codeunits to get the added permissions. For details, please see the following article. https://docs.continia.com/en-us/continia-document-capture/development-and-administration/document-capture-permissions#updating-permissions-when-implementing-service-packs
24956
General ApplicationStorage migration only moved one UIC document per execution. Therefore, migration had to be restarted for each document.25831
General ApplicationThe following error occurred when rotating documents, when running the classic client, and using the file system as the storage type.
  • This message is for C/AL programmers: This Automation variable has not been instantiated. You can instantiate it by either creating or assigning it.
26099
General ApplicationThe following error occurred when using the NAV 2009 R2 RTC client and when opening the pages listed below.
  • The identifier 'xxx' could not be found.
Pages where the error occurred:
  • 6085578 CDC Document Category Card
  • 6085625 CDC Setup - Purch. Approval
  • 6085626 CDC Setup - Web Approval
  • 6085727 CDC Document Lines ListPart 2
  • 6086085 CDC Storage Migration Status
  • 6192772 CDC Continia Company Setup
  • 6192774 CDC Continia Web Portal List
26194
General ApplicationIn NAV 2009 R2 RTC, groups with empty captions were showing the group name.26245
General ApplicationTo improve performance the following key has been added to the CDC Document table: "Related Document"
26269
General ApplicationThe styled XML view (HTML file) is now opened for attached OIOUTS documents. 26384
General ApplicationWhen exporting two or more users with the same email address, the following error occurred:
  • Failed to upload user configuration.
Now, the following error is shown:
  • All Continia users must have a unique email address. The email (<email>) used on Continia User <Continis user name> is also used on one or more other Continia users.
We are now also checking that emails are unique before inserting or modifying continia users.
26573
General ApplicationAdded a section in the upgrade guide from DC6.50 to DC7.00 about the need to upgrade to 7.02 or newer if upgrading from DC6.50.03 or newer versions due to the introduction of Azure Blob Storage.27113
Order & Receipt MatchingThe "Auto Delegate" function is now executed when using the "Perform Match" action on the Matching page.21846
Order & Receipt MatchingFrom 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:
  • Attempted to divide by zero.
26021
Order & Receipt MatchingAuto-match did not work for vendors with "Pay-to Vendor No." populated.26723
Order & Receipt MatchingFixed 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:
  • BC18 CU3 / Update 18.3 for Microsoft Dynamics 365 Business Central 2021 release wave 1
  • BC17 CU8 / Update 17.8 for Microsoft Dynamics 365 Business Central 2020 release wave 2
  • BC16 CU14 / Update 16.14 for Microsoft Dynamics 365 Business Central 2020 release wave 1
  • BC14 CU25 / Cumulative Update 25 for Microsoft Dynamics 365 Business Central April 2019
  • NAV11 CU42 / Cumulative Update 42 for Microsoft Dynamics NAV 2018
The code change broke the partial match functionality in DC, so the invoice/credit memo lines were created incorrectly (with wrong base quantity values).When the invoice was posted, the item ledger entry from the receipt/return shipment line was marked as fully invoiced, and the value entries from the posting were wrong.When a new invoice was created from another partial match for the same receipt/return shipment line, it could not be posted.The following error occurred when posting the second invoice:
  • The quantity that you are trying to invoice is larger than the quantity in the item ledger with the entry number <Item Ledger Entry No.>
26992
Order & Receipt MatchingWhen matching an item on a purchase receipt or return shipment line with lot tracking and unit of measure calculations, the following error could occur:
  • Matched Quantity for item <Item No.> on <Document Type> <Document No.> Line <Line No.> differs from Matched Quantity on Item Tracking Entries.
27676
Order & Receipt MatchingWhen we released DC7.00 SP2, 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).
28197
Platform and TechnologyWhen moving documents to other companies and using Azure Blob Storage in some of the companies, the related files were lost. When migrating to another storage type, the files used for showing the document were lost for UIC documents.25866
Platform and TechnologyEmbedded 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 DocumentsThe Attachments action on page 6085706 "CDC Purch. Invoice With Image" in Business Central Spring 2019 (BC14) now opens the Document list instead of the Document card.22683
Purchase DocumentsAdded 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
Purchase DocumentsThe "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

Document Capture 2021 R1 Service Pack 2, hotfix 3

Released: August 24, 2021
App version: 7.2.0.3

Only released in Business Central online.

Bug fixes

Functional areaDescriptionID
Order & Receipt MatchingWhen we released Document Capture 2021 R1 service pack 2, hotfix 2, we introduced these 2 bugs:

When trying to register a document with a match to a purchase receipt line with extended text lines attached, the following error occurred:
  • The quantity you are attempting to invoice is greater than the quantity in receipt <Receipt No.>.
When trying to register a document with a match to a return shipment line, the following error occurred:
  • You do not have the following permissions on TableData Return Shipment Line: Modify.
26992

Document Capture 2021 R1 Service Pack 2, hotfix 2

Released: August 16, 2021
App version: 7.2.0.2

Only released in Business Central online.

Bug fixes

Functional areaDescriptionID
Order & Receipt MatchingFixed 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:
  • BC18 CU3 / Update 18.3 for Microsoft Dynamics 365 Business Central 2021 release wave 1
  • BC17 CU8 / Update 17.8 for Microsoft Dynamics 365 Business Central 2020 release wave 2
  • BC16 CU14 / Update 16.14 for Microsoft Dynamics 365 Business Central 2020 release wave 1
  • BC14 CU25 / Cumulative Update 25 for Microsoft Dynamics 365 Business Central April 2019
  • NAV11 CU42 / Cumulative Update 42 for Microsoft Dynamics NAV 2018
The code change broke the partial match functionality in DC, so the invoice/credit memo lines were created incorrectly (with wrong base quantity values).

When the invoice was posted, the item ledger entry from the receipt/return shipment line was marked as fully invoiced, and the value entries from the posting were wrong.

When a new invoice was created from another partial match for the same receipt/return shipment line, it could not be posted.

The following error occurred posting the second invoice:
  • The quantity that you are trying to invoice is larger than the quantity in the item ledger with the entry number <Item Ledger Entry No.>
26992

Document Capture 2021 R1 Service Pack 2, hotfix 1

Released: June 23, 2021
App version: 7.2.0.1

Only released in Business Central online.

Bug fixes

Functional areaDescriptionID
Document and TemplatesThe following UI issues in the Document Journal and Document Card pages have been fixed:
  • When activating the “Recognize Fields” function using the keyboard shortcut (Ctrl+F9), the focus was lost, thus preventing the use of arrow keys to navigate between fields and documents.
  • It was not possible to use the mouse to change focus between document records in the Document Journal after using the “Recognize Fields” function.
  • In the Document Card, the cursor was moved to the header fields page part when using the “Recognize Fields” function while having the focus on the document lines page part.
  • The highlighted capture area disappeared when changing between document lines using the up or down arrow keys if the document had more than 10 lines.
24274
Platform and TechnologyWhen moving documents to other companies and using Azure Blob Storage in some of the companies, the related files were lost.

When migrating to another storage type, the files used for showing the document were lost for UIC documents.
25866
Platform and TechnologyThe following functions have been made external.
Codeunit 6085781 CDC Continia User Mgt.
  • IsForceRegisterAllowed
Codeunit 6085709 CDC Purch. Doc. - Management
  • GetNoOfDocsLabelForPostCrMemo
  • HasDocumentsPostedInv
  • HasDocumentsCrMemo
Codeunit 6085602 CDC Document Attachment Mgt.
  • MoveRecordLinkOnRegister
Codeunit 6085830 CDC Match Tracking Mgt.
  • TransferMatchTracking
  • GetMatchTrackedQty
26305

Document Capture 2021 R1 Service Pack 2

Released: June 2, 2021
App version: 7.2
FOB version: 7.02

New or changed functionality

Functional areaDescription
Country and RegionalThe ENC, ESM, FRC, FRA, and ESP languages have been added to the NA localization. Note, when running the application in:
  • FRC, NAV/BC defaults to FRA for missing FRC captions.
  • ESM, NAV/BC defaults to ESP for missing ESM captions.
Documents and TemplatesThe Finvoice XML Format is now supported.
Documents and TemplatesDocument Capture can now attach the Utility Statement document to the originating Invoice document.

Please observe: the OIOUTS Master and Identification templates must be completely replace by the new OIOUTS templates downloaded from Continia Online or from the product package.
Platform and TechnologyIt is now possible for limited users and team members to write to specific Document Capture tables without this counting towards the maximum of three permitted tables. This means that limited users and team members can use Drag and Drop, Advanced Approval, and create comments in Document Capture and still write to three additional tables. The following tables do not count towards the maximum of three permitted for Limited Users when using the Microsoft Dynamics NAV Perpetual product line and for Team Members in Dynamics 365 Business Central on-premises.
  • 6085590 CDC Document
  • 6085763 CDC Record ID Tree
  • 6085577 CDC Document Comment Line
  • 6085594 CDC Document Comment
  • 6085604 CDC Doc. Comment Line (UIC)
  • 6085744 CDC Detailed Approval Entry
  • 6085750 CDC Dtld. App. Entry Dimension
To use this, you must download a new license file. The above only applies to the following CALs and product lines:
  • Limited User - Microsoft Dynamics NAV Perpetual
  • Team Members - Microsoft Dynamics 365 Business Central on-premises
Platform and TechnologyAdded support for 32-Bit drivers when running the Document Capture Scanner Service with Business Central April 2019 (BC14) and newer versions. For further information, please see the following article in Zendesk: https://continia.zendesk.com/hc/en-us/articles/360022114180
Platform and TechnologySome functions have been made external.
Platform and TechnologyWe have added the Polish language in Business Central 2019 release wave 2 (BC15) and newer versions.
Platform and TechnologyThe Continia Web Approval Portal has been updated to version 1.18.1.
Platform and TechnologyThe following events are added to the solution:

Codeunit 6085576 CDC Capture Management
  • OnCaseElseTransferDestFields
Codeunit 6085709 CDC Purch. Doc. - Management
  • OnBeforeGetDocLineMatchedQty
  • OnAfterSetFiltersAutoMatchOpenPurchDoc
  • OnAfterCalcAvailMatchQtyAutoMatchOpenPurchDoc
  • OnAfterSetFilterAutoMatchReceipt
  • OnAfterCalcAvailMatchQtyAutoMatchReceipt
  • OnAfterSetFilterAutoMatchReturnShpt
  • OnAfterCalcAvailMatchQtyAutoMatchReturnShpt
  • OnBeforeInsertMatchSpecByPurchDocMatchShowMatchedSpec
  • OnBeforeInsertPurchDocMatch
Codeunit 6085722 CDC Approval Mgt
  • OnBeforeCreateFourEyeApp in function CreateFourEyesApprover
  • OnBeforeFilterPurchHeaderForApprover
  • OnBeforePutOnHold
  • OnBeforeShowPurchDocFromApprEntry
  • OnBeforePurchDocSubmittedForApproval
Codeunit 6085776 CDC Sales - Register
  • OnBeforeCreateSalesHeaderInsert
  • OnAfterCreateSalesHeader
Codeunit 6085778 CDC Sales - Show Reg. - Doc.
  • OnRunOnSalesDocumentTypeCaseElse.
Codeunit 6085790 – CDC Approvals Bridge
  • OnBeforeFilterPurchAppWorkflows
Codeunit 6086001 - CDC Approval Functions (WS)
  • OnBeforePutOnHold
Table 6085596 CDC Temp. Document Line
  • OnBeforeInsertMatchSpecification
Page 6085759 - CDC Document Files Factbox
  • FileCopyCompleted

Bug fixes

Functional areaDescription
Country and RegionalThe Danish caption for the "Force Register" action has been updated on page/form 6085600.
Country and RegionalThe German captions in Text024 in CU 6085709 now refer to %1 as all the others, and not %2.
Documents and TemplatesWhen a template is configured to "Use Vendor/Customer Item Nos." and the captured Item No. is longer than 20 characters, you got the error:
  • The length of the string is <string length>, but it must be less than or equal to 20 characters. Value: <Item No.>Page Edit - Document Card - <Document No.> - <Vendor Name> must close.
Documents and TemplatesAdding a template field with the same value in "Sort Order" as an existing template field prevented the "Move up / Move down" functions from working as intended.
Documents and TemplatesWhen a user tried to recognize fields, and when the related vendor did not have a template, and when the users' permission was limited to the current company only, the following error occurred
  • You do not have the following permissions on TableData CDC Record ID Tree: Read.
Documents and TemplatesThe KID field has been added to the PEPPOL BIS3 master template in the Norwegian configuration files.
Documents and TemplatesSome rules for the VAT Registration Number template field in the German configuration files were missing.
Documents and TemplatesWhen capturing lines, the system calculated Line Amount wrongly (Line Discount % was ignored) for lines with Line Discount % = 100, and Total Cost = 0.
Documents and TemplatesIn the Document Category Wizard (How-To Submit Documents), the text regarding where to find the email addresses has been updated, as some users found it confusing.
Documents and TemplatesWhen using the Document Capture service 6.04 or a newer version, when using the classic client, and when importing a document containing a QR code, the following error occurred:
  • Error message: The stream cannot find a zero-terminated string. The stream may be invalid, or the (variable or request) size may be too small.
Documents and TemplatesField translations containing an asterisk (*) now correctly upholds the case sensitivity setting. Before, they were always case sensitive, even when "Case-sensitive" was unchecked.
Documents and TemplatesWhen using Dynamics NAV 2015 or an older version, the path for attributes (Type=Attribute) shown in the XML Viewer was wrong. This meant that when you used the XML viewer to return a value, the wrong attribute value was returned.
Documents and TemplatesIn the sales master template, the template field with the code "DOCTYPE" had the wrong Field Name. The Field name has been changed from [I]nvoice / [C]r. Memo" to "[O]rder / [C]r. Memo".
Documents and TemplatesWhen performing drill-down in Files for OCR/Import/Error in the Category List, the import action has been disabled (greyed out) for files with the status Pending OCR or Error.
Documents and TemplatesCorrected tooltip for Document Status Text on Page "CDC Document List With Image".
Documents and TemplatesWhen capturing a barcode in NAV 2013 and NAV 2013 R2, the following error occurred:
  • Write is not supported for texts without a maximal length.
Document ApprovalFixed an issue where users could get errors regarding companies they did not have access to when setting up Out Of Office.
Document ApprovalWeb services used for the Continia Web Approval Portal are now created (or recreated) when upgrading.
Document ApprovalThere was no lookup functionality or validation for Shortcut Dimension 3 to 8 on page 6085740 "CDC Purch. App. Entries Subp.".
Document ApprovalWhen trying to save the settings in the Continia Web Approval Portal and when a Share To User was filled out, the system displayed the following error message:
  • You must specify Valid From or Valid To
The error message has been changed to:
  • You must specify Valid From or Valid To when Share To User is filled out.
Document ApprovalOn page 6085740 "CDC Purch. App. Entries Subp.", the lookup has been removed from the Description field, and the Quantity and Direct Unit Cost fields are now visible by default.
Document ApprovalIn some situations, the number of pending approvals was wrong. This occurred as shared approval was calculated wrong when more than one user had shared their approval.
General ApplicationTo clarify which Approval Sharing page you search for, the text EM or DC has been added to the page caption
General ApplicationIt is now possible to approve purchase documents when using Microsoft Flow.
General ApplicationWe have improved the performance when importing configuration files containing many templates.
General ApplicationWhen selecting a scanner in Business Central, the following error occurred if the scanner name was longer than 20 characters:
  • The length of the string is <String length>, but it must be less than or equal to 20 characters. Value: <Scanner Name>.
General ApplicationOn the Document Category Card, the caption of the EWS group was wrongly shown as IMAP in multiple languages.
General ApplicationWhen using Drag and Drop, while having the XML Import XMLATTACH Document Category imported, the user had to choose between the DRAGNDROP and the XMLATTACH category.
General ApplicationThe notification shown when a company is either registered as a test company or when using a demo license has been changed.
General ApplicationOpening the "General Ledger Entries" or "Vendor Ledger Entries" pages could take a very long time. The Document Capture code on these pages has now been optimized.
Order & Receipt MatchingIn DC6.50, we changed the code in the function (IsFirstDocLineused) used for showing and hiding the Order No. / Return Order No. fields in the "CDC Purch. Match Subpage" page, "CDC Purch. Invoice Match Subp." page, and "CDC Purch. Ret. Shpt. Match Sp" page. The change was made because the old code was not working correctly when the sorting order was changed on the pages. The new code behaved better when changing sorting but unfortunately caused the pages to update much slower in some databases with many records in the Purchase Line, Purchase Receipt Line, or Return Shipment Line tables. In order to fix the issue, we have changed the code back to the old version with the addition that if the sorting is changed away from the default sorting, the Order No./Return Order No. is shown on every line.
Order & Receipt MatchingWhen using line recognition and having multiple order numbers in the template field "Our Order No.", auto-match did not work if "Match on Order No." was enabled.
Platform and TechnologyThe migration between document storage types has been made more robust, and it is now possible to use the system while files are being moved from one storage type to another storage type. When changing storage type, you are now asked if you want to start the migration immediately or start it via the job queue (you must have a running job queue for the second option to work). Previously, when an error occurred during the migration, the process stopped and rolled back the changes. The migration process will now resume from where it stopped when it is restarted after an error occurred. When migrating many documents to Azure blob, the process may still be interrupted because the Azure Storage REST API sometimes refuses the connection. In this case, you must resume the process from the "Storage Migration Status" page or the job queue. The "Storage Migration Status" page now shows migration status by companies and how many documents are waiting to be moved.
Purchase DocumentsWhen viewing the attached files on a Credit Memo, the Drag and Drop page title was Invoice instead of Credit Memo.
Purchase DocumentsOn page 6085730 "CDC Purch. Allocation", the "Create Lines" and "Reverse Allocation" actions are now disabled when they cannot be used. Previously, the following error was shown when using the functions:
  • The Purchase Header does not exist. Identification fields and values: Document Type='Quote',No.=''

Document Capture 2021 R1 Service Pack 1

Released: April 7, 2021
App version: 7.1
FOB version: 7.01

New or changed functionality

Functional areaDescription
Documents and TemplatesDocument Capture now supports the "Feature Update: Conversion templates to convert contacts to vendors and employees" feature introduced in Microsoft Dynamics 365 Business Central 2020 release wave 2 (BC17) when creating new vendors or customers from the Document Capture Journal.
General ApplicationIn multiple captions, we have replaced "NAV" with "BC" for objects used with BC14 or newer versions.
Platform and TechnologyThe Continia Web Approval Portal has been updated to version 1.17.1.
Platform and TechnologyThe Document Capture Service has been updated to version 7.00.
Platform and TechnologyWith Document Capture 2021 R1 service pack 1 (7.01), we have released Document Capture for Microsoft Dynamics 365 Business Central 2021 release wave 1 (BC18).
Purchase DocumentsFrom Document Capture Setup, it is now possible to control if the standard Business Central fact boxes "Attach Documents" and "Incoming Documents" on the Purchase Invoices and Purchase Credit Memos are always shown. This applies to BC15 and newer versions.

Bug fixes

Functional areaDescription
Documents and TemplatesOn documents with lines recognized: When enabling "Match Unit Cost" under "Line Matching" on the template card, the matching parameters, "Unit Cost - Variance Amt (LCY)" and "Unit Cost - Variance %", would not become visible until the template card was closed and reopened. The visibility of the two fields is now updated immediately when changing the value of "Match Unit Cost".
Documents and TemplatesAdded actions for document attachments on the Document Card and Document Journal (NAV 2009).
Document ApprovalWhen Advanced Approval was enabled, and when at the same time applying an Approval Flow code, a mixture of the two approval methods was used. It was never intended to support the combination of Advanced Approval and Approval Flow simultaneously. We have now disabled the use of Approval Flows and hidden the Approval Flow Code field on the invoice and credit memo pages when Advanced Approval is enabled.
Document ApprovalWhen trying to approve entries in the approval portal, the following error could occur:
  • The length of the string is "String Length", but it must be less than or equal to 1024 characters. Value: "String Value"
Document ApprovalThe Amount in approval entries could be wrongly calculated (doubled) if another add-on manipulated the VAT amount lines on the document.
General ApplicationThe following error message was displayed when you tried to open Manual Setup:
  • You do not have the following permissions on CodeUnit 'CEM Business Setup Management' : Execute
General ApplicationThe Ready to Import tile in the Document Capture Role Center was not updated with the Continia Delivery Network documents in the web clients or Business Central clients.
General ApplicationHaving auto-generation of rules enabled on a template field and recognizing a value exceeding 250 characters could cause an error message similar to:
  • The length of the string is "XXX", but it must be less than or equal to 250 characters. Value: [0-9]{3},[0-9]{3},[0-9]{3},[0-9]{3},[0-9]{3},[0-9]{3},[0-9]{3},[0-9]{3},[0-9]{3},[0-9]{3},[0-9]{3},[0-9]{3},[0-9]{3},[0-9]{3},[0-9]{3},[0-9]{3},[0-9]{3},[0-9]{3},[0-9]{3},[0-9]{3},[0-9]{3},[0-9]{3},[0..."
The error message has been updated to show the following:
  • This field has auto rule generation enabled. You cannot generate rules that exceed 250 characters.
General ApplicationThe following error message was displayed when using Approval Flow codes and when the user only had access to one company:
  • Continia User: Access is denied to company "Company Name".
General ApplicationAction "Upgrade Data to Latest Version" has been removed in App versions of Document Capture because the upgrade is handled automatically.
Order & Receipt MatchingThe wording of the match message created for a document with lines recognized and matched within document-wide (total amount) variance has been changed.

Message before:
  • Completely Match "Matched Document numbers".
New message:
  • Completely matched within document variance "Matched Document numbers".
Order & Receipt MatchingWhen matching against purchase order lines or purchase receipt lines related to a production order, the following error occurred if the item on the line had tracking requirements:
  • Matched Quantity for item "Item No." on "Purchase Document Header Name" "Purchase Document No." Line "Purchase Line No." differs from Matched Quantity on Item Tracking Entries.
Order & Receipt MatchingWhen matching against a purchase receipt line with tracking, where base quantity had more than 5 decimals, the tracking was not always copied from the receipt line.

Furthermore, when trying to apply the tracking, the following confirmation message would pop up:
  • The corrections cannot be saved as excess quantity has been defined. Close the form anyway?
Order & Receipt MatchingWhen trying to match order lines that had order tracking or reservation entries, the following error occurred:
  • Match to Order is not supported for items with purchase inbound tracking enabled or for order lines where tracking lines exists.
Order & Receipt MatchingMicrosoft Dynamics 365 Business Central 2021 release wave 1 (BC18) includes the following feature: Feature Update: Use tracking by package number in reservation and tracking system Unfortunately, the feature is not yet supported when using Document Capture. We will support the feature in an upcoming service pack.
Platform and TechnologyThe following objects was released in DC7.00 with the wrong version in the Version List:
  • Page 6085800 CDC Approval Comments ListPart
  • Page 6086078 CDC App. Entr. by App. Listpar
Platform and TechnologyWhen not having the XML Import granule in the License and posting a Sales Document the following error occurred:
  • You do not have the following permissions on CodeUnit CTS-CDN Subscriber Mgt.: Execute.
Platform and TechnologyThe following External Procedures have been removed:

Codeunit 6086239 CTS-CDN DO Page Helpers:
  • IdTypeLookup2
  • GetCDNParticipDisplayName2
  • ValidateParticipInfo
  • ValidateParticipIDValue
  • CDNParticipationLookup
  • ShowCDNParticipation2
Codeunit 6086225 CTS-CDN Document Output Mgt.:
  • IsCDNActive

Document Capture 2021 R1, hotfix 1

Released: March 1, 2021
App version: 7.0.0.1
FOB version: 7.00.01

Bug fixes

Functional areaDescription
General ApplicationWhen importing PDF Documents using Cloud OCR, the following error occurred:
  • Invalid format of GUID string. The correct format of the GUID string is: CDEF7890-ABCD-0123-1234-567890ABCDEF where 0-9, A-F symbolizes hexadecimal digits.
Platform and TechnologyThe following object was (by mistake) left out of the 7.00 release, it is included in this release:
  • OBJECT Codeunit 6086215 CDC CDN Proxy Implement.
Platform and TechnologyThe Core objects mentioned in the 7.00 changelog are included in this release with the correct version numbers.

Document Capture 2021 R1

Released: March 1, 2021
App version: 7.0.0.0
FOB version: 7.00.00

New or changed functionality

Functional areaDescription
Documents and TemplatesAdded an action to the Template Fields Subpage, which allows the user to copy a template field from a Master template to all templates created from that specific Master Template.
Documents and TemplatesIt is now possible to force the registration of documents. A new "Force Register" button is added to the actions ribbon in the Document Journal. The "Force Register" button is only visible for users allowed to force the registration of Document Capture documents. A new field, "Allow Force Registration", used for controlling which users are authorized to force register documents, is added to the Continia User Setup card and list.
Documents and TemplatesAdded the possibility to attach additional files to unregistered documents in the document journal. The attached files will be associated with the created document when registering the OCR document in the journal. The attachments will be moved to the created purchase documents during registration.
Documents and TemplatesDocument Capture now supports the new "Item Reference" table introduced as a feature in BC17.
Document ApprovalAdded support for the IC fields "IC Partner No.", "IC Partner Ref Type", and "IC Partner Ref No." on the Continia Web Approval Portal. To display the new Intercompany fields in the Web Approval Portal, you must enable "Intercompany Fields" on the Web Approval page.
Document Approval"Unit Cost" and "Line Amount" from the purchase order have been added as optional columns on page "CDC Purch. Approval Entries".
Document ApprovalWe have added the possibility to choose whether an "Out of Office" (OOO) approval sharing record should be copied to all companies when setting up out of office from the approval entries list. We have also updated the functionality to enforce the following rules:
  1. After an OOO is inserted/modified, this will be the only OOO left in the company (for the owner of the OOO).
  2. If a user changes or inserts an OOO with "Copy to all Companies" = TRUE, the OOO will be copied to all companies available to the user and will be the only OOO for the owner in each company.
  3. If a user changes or inserts an OOO with "Copy to all companies" = FALSE, that will be the only OOO for the owner in that company. All other companies are not affected.
  4. If a user deletes an OOO with "Copy to all Companies" = FALSE, there will be no OOO left in that company (for the OOO owner). All other companies are not affected.
  5. If a user deletes an OOO with "Copy to all Companies" = TRUE, there will be no OOO left (for the OOO owner) in all companies available to the deleting user.
The 5 rules apply to OOO changes made in the Approval Sharing list and the "Out of Office" Setup page, which is available from the Approval Entries page.

If multiple sharings are needed, back-office staff can still configure multiple approval sharing setups by using sharing type = Normal (not OOO).
General ApplicationDocument Capture will show a notification in the Role Center if one or more assisted setups are incomplete. The user can choose to display a list of the incomplete setups or decide not to show this notification again. Two new actions, Assisted Setup and Manual Setup have been added to the Document Capture Setup page. Each action opens a list of available setup areas, providing direct access to the relevant setup pages.
General ApplicationWe have added the option to open related OCR documents (pdf) directly from the Vendor Ledger Entries and General Ledger Entries pages. Please note, the feature is only available in BC15 and newer versions (page extension), as we do not want to change standard NAV/Business Central objects.
General ApplicationThe Document Capture profile is now automatically created when completing the Setup Wizard.
Platform and TechnologyThe Continia Web Approval Portal has been updated to version 1.17.0.
Platform and TechnologyMost functions have been made internal in Document Capture 2021 R1 (7.00). For details and to request that a function is made external, please see the following article. https://continia.zendesk.com/hc/en-us/articles/360018499999-Important-notice-about-internal-functions-in-the-next-versions-of-our-products
Platform and TechnologyIn Document Capture 2021 R2 (8.00), we plan to limit the number of pages that can be processed to a maximum of 500 pages.
Platform and TechnologyAltered EWS setup for document categories enabling you to configure one authentication email for all email accounts checked by the Document Capture service.
Platform and TechnologyWith the release of Document Capture 2021 R1 (7.00), we continue to support the following Dynamics NAV/Business Central Clients: 3.70.00 / 4.00.00 / 4.00.01 / 4.00.02 / 4.00.03 / 5.00.00 / 5.00.01 / 6.00.00 / 6.00.01 / 6.00.10 / 7.00.00 / 7.10.00 / 8.00.00 / 9.00.00 / 10.00.00 / 11.00.00 / 13.00.00 / 14.00.00 / 15.00.00 / 16.00.00 / 17.00.00

Please note, when we release Document Capture 2021 R2 (8.00) in September 2021, we will not support the Dynamics NAV 2009 RTC (role tailored client).

We will still support the NAV 2009 classic client, and for Dynamics NAV 2013 and newer versions will still support the RTC. Even though we will not support the Dynamics NAV 2009 RTC in Document Capture 2021 R2 (8.00), we will continue to support the Dynamics NAV 2009 RTC in service packs released for Document Capture 2021 R1 (7.00).
Platform and TechnologyThe following events are added to the solution:

Codeunit 6085706 CDC Purch. – Register
  • OnBeforeCreateWithMatchGetPurchLine (in function CreateWithMatch).
Codeunit 6085770 CDC Sales - Management
  • OnBeforeGetDocType
Codeunit 6085808 CDC Document No. Series Mgt.
  • OnBeforeGetMainNoseriesCode
Platform and TechnologyThe following events have been renamed:

Codeunit 6085709 CDC Purch. Doc. – Management
  • OnBefAutoMatchSetDocMatchStatu has been renamed to OnBeforeAutoMatchSetDocumentMatchStatus
  • OnBefAutoMatchTryMatchAmounts has been renamed to OnBeforeAutoMatchNoLinesTryMatchAmounts
Platform and TechnologyThe following Continia Core objects have been released with a wrong version:

Table 6192815 - CSC Usage Entry
  • Version in release: CCW13.70.00.3.00
  • Correct version: CCW13.70.00.4.00
Codeunit 6192851 - CSC Company Triggers Subscr.
  • Version in release: CCW19.00.00.3.00.02
  • Correct version: CCW19.00.00.4.00
Codeunit 6192852 - CSC Core Session Manager
  • Version in release: CCW13.70.00.3.00
  • Correct version: CCW13.70.00.4.00
Codeunit 6192863 - CSC Credential Management
  • Version in release: CCW13.70.00.3.00
  • Correct version: CCW13.70.00.4.00
Page 6192831 - CSC Solution Mgt. (Onprem)
  • Version in release: CCW16.00.00.3.00
  • Correct version: CCW16.00.00.4.00
Page 6192832- CSC Client Credential
  • Version in release: CCW16.00.00.3.00
  • Correct version: CCW16.00.00.4.00
Page 6192835 - CSC End Subscr. Wizard (Cloud)
  • Version in release: CCW110.00.00.3.00
  • Correct version: CCW110.00.00.4.00
Page 6192836 - CSC Client Credentials (Cloud)
  • Version in release: CCW110.00.00.3.00.01
  • Correct version: CCW110.00.00.4.00
Platform and TechnologyThe following Continia Core objects have been released without updating the version, even though the objects include caption changes:
  • Table 6192823 - CSC Notification Context
  • Page 6192815 - CSC Suspend Reason
Platform and TechnologyAll the objects mentioned in the bullets above will have their versions corrected in the next service pack.

Bug fixes

All relevant bugfixes released in service pack 1 to 2 for DC6.50, service pack 1 to 5 for DC6.00, service pack 1 to 8 for DC5.50 are also included in DC7.00. The description of these bugfixes is not repeated in this document.


Functional areaDescription
Country and RegionalCaptions on the "CDC Update Storage Settings" page was wrong in languages different from Danish, English, and Norwegian,
Country and RegionalMultiple German translations on the master template have been corrected.
Country and RegionalSome German translations in the matching area have been corrected.
Country and RegionalThe words "split" and "merge" has been changed to "opdel" and "flet" in the Danish localization.
Country and RegionalThe French caption "Exportation fichiers de OCR configuration" has been changed to "Exportation de fichiers de configuration OCR".
Documents and TemplatesOn page 6085581 "CDC Document Comment Sheet", the automatic population of the "Date" field has been aligned with standard Business Central. The field "Code" is now hidden by default.
Documents and TemplatesThe tooltip for the Amount Validation field on the Template Card page has been changed.
Documents and TemplatesThe lookup from the "No. Series" template field on documents with category PURCHASE and type C (Credit Memo) has been corrected. Before the fix, the lookup displayed No. Series for Purchase Orders. Now it shows the correct No. Series for Credit Memos.
Documents and TemplatesWhen using the rotate functionality, the document was not rotated when running as App and using File System as the storage type.
Document ApprovalWhen exporting users to the Continia Web Approval Portal and one of the companies was not activated, the following error occurred:
  • There is something wrong with the Continia setup. Please reactivate your Continia product before you can continue.
Document ApprovalFixed an issue where users could get errors regarding companies that they did not have access to when they were setting up Out Of Office.
Document ApprovalFrom NAV 2018 and newer versions, approval emails now using the company "Display Name" instead of "Company Name".
Document ApprovalIn Dynamics NAV versions 6.00 and 6.10 (2009 an 2009 R2), the Company GUID field was not shown correctly on the "CDC Web User Company (WS)" page. Because of this, the approvers were not able to log in to all the companies they had access to.
General ApplicationIn Business Central online when pressing Submit Document, the message has been updated to show what required setup is missing in order to submit documents.
General ApplicationThe menu item "Continia Web Portal" in the Document Capture Application Setup menu has been renamed to "Continia Web Portals".
General ApplicationWe have added more Document Capture menu items to the page opened when using "Try Exploring" from "Tell me..." (search) in Business Central.
General ApplicationOn multiple pages, the text "e-mail" has been replaced with "email".
General ApplicationIn Business Central online when pressing Submit Document, the message has been updated to show what required setup is missing in order to submit documents.
General ApplicationThe menu item "Continia Web Portal" in the Document Capture Application Setup menu has been renamed to "Continia Web Portals".
General ApplicationWhen using the "Navigate" function on an entry with a DC document attached, the following error could occur:
  • The record in table Document Entry already exists. Identification fields and values: Entry No.='<Entry No.>'
General ApplicationWhen using Drag & Drop for an email from Outlook into Business Central, the email got deleted in Outlook.
General ApplicationFixed an issue where split and merge did not work when using Azure Blob storage. When merging, you got an error that the PDF file did not exist. Note, this was only an issue when using the on-premises app.
General ApplicationOn multiple pages, the text "e-mail" has been replaced with "email".
Platform and TechnologyWhen importing an XML file using the classic clients where the NATHash.dll standard component is not installed or properly registered, the client crashed. The event viewer showed an Application error specifying the NATHash.dll component.
Platform and TechnologyFixed an issue where the Document Capture service would fail when running EWS and checking an email with no attachments.
Purchase DocumentsWhen subscribing to the event OnAfterFindVendorBeforeModify in Codeunit 6085702 "CDC Purch. Doc. - Identificat.", the following error could occur:
  • The length of the string is <String Length>, but it must be less than or equal to 10 characters. Value: <String Value>