Detailed Changelog for Continia Document Capture 2021 R2

This article lists all new features and bug fixes for each version of Continia Document Capture 2021 R2.

Document Capture 2021 R2 Service Pack 1

Released: October 1, 2021
App version: 8.1.0.0
FOB version: 8.01.00

New or changed functionality

Functional areaDescriptionID
Country and RegionalThe Faroe Islands localization is now supported in Business Central online.
27920
Country and RegionalThe Greenland localization is now supported in Business Central online.
28192
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
General ApplicationIn Business Central 2021 release wave 2 (BC19), the "Item Reference No." field is now shown on the "CDC Purch. Inv. Archive Subf." and "CDC Purch Cr. Memo Arc Subform" pages instead of the "Cross-Reference No." field.
27783
Platform and TechnologyEvents have been added to the solution. For details, please see https://continia.zendesk.com/hc/en-us/articles/4404960491538-Document-Capture-2021-R2-8-00-Event-Publishers 
26926
Platform and TechnologyWe have updated the ABBYY Installer to contain a newer version of ABBYY (12.5.6.12).
The full changelog of the ABBYY version can be read here:https://www.abbyy.com/finereader-engine-downloads/windows/

As we have only changed the ABBYY component, we have not changed the version number of the installed Continia Document Capture for NAV - Service (x64). the version number is still 8.00.
27260
Platform and TechnologyWhen pressing Documentation Overview on the Document Capture setup menu (setup.exe), the following error occurred:
  • Unhandled exception has occurred in your application. If you click Continue, the application will ignore this error and attempt to continue. If you click Quit, the application will close immediately.
    The system cannot find the file specified.
27470
Platform and TechnologyThe Continia Web Approval Portal has been updated to version 1.20.0
28294

Bug fixes

Functional areaDescriptionID
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 RegionalWhen adding a field to a template in the Spanish version, the following error occurred: 
  • The length of the string is 51, but it must be less than or equal to 50 characters. Value: Description de registro de cabecera de factura
27619
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

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 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 TemplatesWhen capturing a value, sometimes the value is captured twice in the same field and separated by a space. E.g., the amount on the invoice was "15.65", but the value captures was "15.65 15.65". The issue has been corrected in ABBYY 12.5.24795
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 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 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 TemplatesFixed a bug that caused the current document line not to be highlighted correctly in the scanned image. The bug was observed in BC18 and BC19.
27480
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 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
27146
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 ApplicationWhen using the action Import Documents from the Role Center for NAV 2017 and newer versions, a notification is now shown instead of a message.
27844
General ApplicationIn NAV 2018 and newer versions an interrupting message was displayed instead of a notification when the following tasks were completed:
  • Changing Company Code or Client ID from Continia Company Setup 
  • Copying master template fields
27906
Order & Receipt MatchingAuto-match did not work for vendors with "Pay-to Vendor No." populated.26723
Order & Receipt MatchingWhen we released DC6.50 SP3 and DC8.00, 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).
27625
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
Platform and TechnologyFixed an issue in the Drag And Drop client add-in where document categories with a code containing spaces were not be displayed in the web client.26526
Platform and TechnologyWhen opening the Document card and placing the cursor in one of the line fields, the styled XML file view disappeared in the web client.
27900
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

Document Capture 2021 R2

Released: September 1, 2021
App version: 8.0.0.0
FOB version: 8.00.00

New or changed functionality

Functional areaDescriptionID
Document and TemplatesA new Retry action has been added to the Document List page, enabling the user to reprocess a DC document with Status = Error when using on-prem OCR.
The OCR service must be upgraded to the latest version when using this function. If the OCR server is not updated, you will lose the link to the email.
14547
Document and TemplatesA date-formula field "Calculate Date (Date Formula)" has been added to the template field card. Entering a valid date formula (for example, CM-1D or +1W) in this field, will shift the captured or calculated date value accordingly.  Please note that all template date fields involved must have the same date format configuration (for example, D/M/Y or M/D/Y) when calculating the date.14619
Document and TemplatesIn the Document List for "Documents with Error," a new field "Error Description" has been added. If an error occurred during the OCR processing of the document, the field shows this error.14832
Document and TemplatesUser sharing is now supported when assigning (delegating) documents. If a shared user (e.g., FINANCE) shares to users A and B, both can access the delegated documents assigned to the FINANCE user. The configuration of delegation sharing is set up on the page Document Sharing.19902
Document and TemplatesOn the matching pages, the "Translate to Type" and "Translate to No." fields have been made editable, thus enabling the users to set up item/account translation directly from the matching pages.  20124
Document and TemplatesAdded an action "Related Purchase Document" to the "Delegated Document List". Based on the values recognized in "Our Order No.", the action takes the user to the purchase document (Order or "Return Order").20365
Document and TemplatesThe reminder mail sent to a user when the user has delegated documents assigned is only sent if new documents have been assigned since the last reminder email was sent (similar to the way the Approval Status email job is working).23139
Document and TemplatesIt is now possible to make the configurable comments template specific. Additionally, the message configuration can carry a "delegate to user" thus enabling a given error message to automatically delegate the document to user A on Vendor 1 and User B on Vendor 2. 23140
Document and TemplatesA separate page (6086084 "CDC Delegated Docs. Activities") showing only the "Delegated To Me" tile from the DC Role Center has been created. The page is intended to use in customized role centers where users don't need to see "Documents for OCR", "Documents For Import", etc.23143
Document and TemplatesWith the release of Document Capture 2021 R2 (8.00), we have limited the number of pages that can be processed to a maximum of 500 pages.
23518
Document and TemplatesA new field, "Vendor Bank Account No." has been added to the purchase templates for PDF documents. The field property Required is set to False by default.
The Is Valid codeunit applied to the field checks that the captured bank account exists for the vendor. The template field validates the recognized value against the Bank Branch Code and Bank Account No. fields on the Vendor Bank Account Card. An error-type comment is created if the recognized bank account is unexisting on the vendor's bank list. The function validates digits only (all other characters are ignored).

A new field, "VAT No." has been added to the purchase templates for PDF documents. The field property Required is set to False by default.
The Is Valid codeunit applied to the field checks that the captured value matches the VAT No. on the vendor card. An error-type comment is created if the VAT No. recognized differs from the VAT No. on the vendor card. The function validates digits only (all other characters are ignored).
23697
Document and TemplatesThe following actions have been added to the Assigned Documents (previously named Delegated Document list):
  • Link to Vendor Card
  • Unposted Documents (for the current vendor)
  • Related Document (opens the PO/RO linked to in "Our Order No.")
  • Vendor Ledger Entries (for the current vendor)
Similar actions have also been added for assigned customer documents when using the Sales document category.
The following warnings have been made configurable:
  • Currency Code is different. Document = <Document No.>, Vendor =<Vendor No.>
  • No documents were found for "Our Order No" = <Order numbers>
  • Our Order No = <Order No.> exists but with a different currency.
  • Our Order No = <Order No.> exists but belongs to another vendor.
  • Warning: Partial Match
24192
Document and TemplatesIn Business Central 2021 release wave 1 (BC18), we have added teaching tips to the Document Journal.24506
Document and TemplatesAdded support for ZUGFeRD documents.
The embedded XML document is automatically extracted and processed when sending a ZUGFeRD file to the OCR service. The original PDF file will be attached to the document in the XMLATTACH document category.
To enable the processing of ZUGFeRD documents, the "Process PDF files with XML files" field on the document category must be populated. Please note, to process the data inside the XML document, you must import the XRECHNUNG-CII XML master and identification templates from the product package or Continia Online.
25132
Document and TemplatesThe following new OCR categories have been added to the default configuration files:
  • Purchase Receipts
  • Vendors
  • Customers
  • Employees  
With the new OCR categories, you can email documents to Document Capture, and the document will then be attached to a specific customer, vendor, employee, or purchase receipt.
In addition, relevant identification fields have been added to each category, allowing the system to identify the right customer, vendor, employee, or purchase receipt.
In the app-based versions (BC16, BC17, BC18, and BC19), the "Document Files factbox " has been added to the following pages. 
  • Customer Card
  • Customer List
  • Employee Card 
  • Employee List
  • Posted Purchase Receipt (card)
  • Posted Purchase Receipts (list)
The factbox is hidden by default. 
25138
Document and TemplatesAdded following template fields to all master templates.

Header Fields:
  • Invoice Header Posting Description (Transfers value to Field 22 on Purchase Header)
  • Description 2
  • Description 3
Line Fields:
  • Description 2
  • Description 3 
25534
Document and TemplatesThe identification of the XML format was not working properly when the XML header tag contained XML attributes. 25733
Document and TemplatesThe following document comment of type warning has been made configurable:
  • Amount ([Amount 1]) does not match the rounded amount ([Amount 1]) calculated using Invoice Rounding Precision and Invoice Rounding Type configured for [Currency Code 1].
26518
General ApplicationIn the NAV 2018 and newer versions, a notification is now shown when the processes for the following tasks are completed:
  • Importing OCR-processed files (except when importing from the Role Center)
  • Exporting users
  • Sending a test email
  • Changing Company Code or Client ID from Continia Company Setup
  • Copying master template fields
 Before, an interrupting message was displayed.
14507
General ApplicationWe have added titles to all the pages in the setup wizard and removed steps where no input is needed.
14784
General ApplicationWhen setting up a new company, Database is now the default storage type.14792
General ApplicationFrom Dynamics NAV 2015 and newer, we have added a report to export vendor document attachments. The feature is named Export Attachments and is located in the MenuSuite under Departments ->Document Capture -> Periodic Activities.19308
General ApplicationWith the release of Document Capture 2021 R2 (8.00), we now support the modernized email communications in Dynamics 365 Business Central 2021 Wave 1 and newer. Document Capture uses the default profile when sending out emails.21334
General ApplicationWith the release of Document Capture 2021 R2 (8.00), we have released an upgrade tool that enables direct upgrade to Document Capture 2021 R2 (8.00) from the following versions:
  • Document Capture 4.50.12
  • Document Capture 5.00
  • Document Capture 5.50
  • Document Capture 6.00
  • Document Capture 2020 R2 (6.50)
For details, please see Upgrading from Versions 4.50–6.50 to Version 8.00.
25134
General ApplicationTo simplify the Document Capture Assisted Setup Guide, the step to configure storage type has been removed for Business Central online.26595
Order & Receipt MatchingTwo new filter buttons have been added to the Document Lines list part in the Match page.
  • Show unmatched lines
  • Show partially matched lines
24990
Platform and TechnologyFixed an issue where the OCR Service, in some cases, did not process email attachments if the email was signed. 23961
Platform and TechnologyWith the release of Document Capture 2021 R2 (8.00), we are not supporting the Dynamics NAV 2009 RTC (Role Tailored Client). We still support the NAV 2009 Classic Client, and for Dynamics NAV 2013 and newer versions will still support the RTC.

Even though we are not supporting the Dynamics NAV 2009 RTC in Document Capture 2021 R2 (8.00), we are supporting the Dynamics NAV 2009 RTC in future service packs released for Document Capture 2021 R1 (7.00).

Please note, when we release Document Capture 2022 R1 (9.00) in April 2022, we will not release objects for the obsolete Dynamics NAV and Business Central versions. Document Capture 2022 R1 (9.00) will only be released for Business Central 14 and newer versions.

24037
Platform and TechnologyTable 6085729 CDC Table Filter is now marked as Obsolete = Pending. 
24927
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</em>
25466
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 TechnologyEvents have been added to the solution. For details, please see https://continia.zendesk.com/hc/en-us/articles/4404960491538-Document-Capture-2021-R2-8-00-Event-Publishers 
26926
Platform and TechnologyWith the release of Document Capture 2021 R2 (8.00), the Document Capture Service has been updated to version 8.00.27205
Platform and TechnologyThe Continia Web Approval Portal has been updated to version 1.19.0
27206

Bug fixes

Functional areaDescriptionID
Country and RegionalIn the CH localization, table 6086201 "CDC Vendor Identifiers" was missing.
26324
Document and TemplatesThe filter was not saved when using filter operators in the Source Table Filter field on the Document Category for an option field. 16374
Document and TemplatesTooltips have been added for the EWS related fields on the Document Category page.22749
Document and TemplatesThe VAT Registration No. template field was missing the rule for the Icelandic VAT registration number.25472
Document and TemplatesThe template fields "Zero Rated Amount" (ZERORATEDAMOUNT) and "Freight Amount" (FREIGHTAMOUNT) were missing on some master templates. 25532
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 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 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
General ApplicationThe field "Unidentified Company File Path" in Document Capture Setup is now only editable if "Use Unidentified Company Documents" is activated.22124
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.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 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
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 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
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 "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