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Changelog

All notable changes to this project will be documented in this file.

info

The format is based on Keep a Changelog, and this project adheres to Semantic Versioning.

20.0.43.0 2023-03-31​

Changed​

  • Updated tool tips and documentation

20.0.42.0 2023-03-30​

Fixed​

  • Resolved an issue where the logo would only show on the first copy of a document.
  • Report 58406 "PurchaseOrder_EFT_TSL" - change existing event on OnPreDataItem trigger from OnAfterOutputDocumentLines to OnBeforeOutputDocumentLines

Added​

  • Added an Email Scenario for sending Transfer Shipments
  • Specifying email preferences for Sales Orders, Invoices, and Credit Memos is now possible. The email preferences allow you to specify if you email documents to Bill-to Customers (default in Business Central), Sell-to Customers or Both. Specifying different rules per Sell-to Customer or Bill-to Customers is also possible. Read more about this here.
  • New event to several sales and purchases reports - OnBeforeInsertingFreeLinesNeeded

20.0.40.0 2023-03-28​

Added​

  • It is now possible to specify the email body layout to be different for a responsibility center. Read here for information on configuring this.
  • We added new events to sales and purchase documents that you can use when extending the documents.

Changed​

  • The Workflow response Create a notification to the creator - Theta has been changed to show the cause of the notification so that the creator can understand the approval status from the notification.

20.0.39.0 2023-03-23​

Added​

  • It is now possible to specify at a responsibility centre level to show the GST Registration No. or ABN number on documents. We added this feature to support a requirement for non-Australian companies trading with Australian companies to show the ABN number on the invoices they issue to these companies. You can read more about this here.

20.0.38.0 2023-03-22​

Added​

  • New event to the sales shipment report - OnBeforeInsertingFreeLinesNeeded

20.0.37.0 2023-03-20​

Fixed​

  • Could not create a Direct Credit EFT Transfer when the customer was blocked for Ship or Invoice.
  • Error printing the warehouse shipment document when the customer had Document Extended Text configured for the packing slip

20.0.36.0 2023-03-11​

Added​

  • You can now configure the automatic sending of transfer shipment documents on posting a shipment to automatically notify the Transfer-to Location of the incoming inventory. This is configured on the Theta Document Template Setup. Alternatively, you can use the Send Posted Documents batch job to send the documents.

Changed​

20.0.35.0 2023-03-10​

Fixed​

  • Resolved an issue with the Workflow response Create a notification to the creator - Theta.

Changed​

  • Enhanced the Workflow response Create a notification to the creator - Theta to support other tables and not only purchase header.

20.0.34.0 2023-03-07​

Fixed​

  • When configured to use responsibility center details, the purchase order would always show the logo from Company Information even if the document related to a responsibility center with a logo.

Added​

  • We have added responsibility center-specific document settings so you can specify different contact details and legal notices per responsibility center. You can read more about this here.

Changed​

  • We have provided an assist edit to the Legal Notice on the document settings to make it easier to read while editing.
  • The page used to add new comments to customers and vendors now provides more visible text area when editing.

20.0.33.0 2023-03-06​

Added​

  • Added event OnBeforePrepareShipToAddress to the warehouse shipment report, which you can use to change the address details displayed per shipment.

20.0.32.0 2023-02-22​

Fixed​

  • Updated the request page parameter for the customer statement reports so that the feature to print statements if missing will work when using either of the statements that ship with this app.

20.0.31.0 2023-02-09​

Added​

  • It is now possible to upload EFT files directly to Cloud Storage. This feature allows you to ensure that the EFT File generated does not get modified before it gets uploaded to the bank account. The supported EFT File Transmission methods are:
    • Download to Client
    • Upload to Cloud Storage
    • Host-to-Host Bank Integration (requires a premium subscription)

20.0.27.0 2023-02-08​

Fixed​

  • Resolved an issue with the Suggest Customer Payments batch job that would cause some users to get a dimension error. This fix was also applied to 19.2.8.0 for customers using an older version of Business Central.

20.0.26.0 2023-01-24​

Fixed​

  • Resolved a document aggregation issue for Type

20.0.23.0 2022-12-09​

Added​

  • Added a Draft Invoice Document for a Purchase Invoices. You could use this in scenarios where you raise the purchase invoice based on the information you hold, and you want to share this with your vendor before posting the invoice (e.g. Consignment Inventory or Buyer-Created Tax Invoices). Read here if you want to find out how to enable this feature.

20.0.22.0 2022-12-06​

Added​

  • Added the Email Preference field to the Sales Report Selections. The purpose of this field is to control whether you want emails for sales documents to be sent to the Sell-to or Bill-to Customers. Read more about this here.

20.0.21.0 2022-12-05​

Fixed​

  • Resolved an issue with the Send Posted Documents where customers without an email address would be skipped - even when the document layouts were defined.

20.0.20.0 2022-12-01​

Fixed​

  • Resolved a RunModal error that would pop up when printing the sales order packing slip.

20.0.19.0 2022-11-29​

Added​

  • A new Document Aggregation feature is now available that allows you to set up rules to aggregate (or summarise) the documents you print for your customers. You can read more about this here.

20.0.18.0 2022-11-20​

Changed​

  • Updated translations for new fields

20.0.17.0 2022-11-10​

Added​

  • New OnBeforeAddSalesDocumentExtendedTextToDocLineBuffer event which is fired before document extended text gets added to the document.

20.0.16.0 2022-11-07​

Changed​

  • The default setup for Sales Report Selections now gets automatically created for when the extension is installed and when new companies get created. There is also an action to create the setup manually.

20.0.15.0 2022-10-27​

Added​

  • Added Hide Company GST/ABN and Hide Customer/Vendor GST/ABN fields to the Document Settings to control GST or ABN numbers should be display. By default, these values are shown on documents if they are specified.
  • Added the action Apply Default Settings to the Document Settingscard.
  • Extending Theta Documents:
    • New OnAfterGetReportSettingsDuringInstallOrUpgrade event to apply defaults to document settings from an extension. You can view an example here.
    • New OnAfterInitialiseReportSettingsForStandardThetaDocuments event to allow you to initialise document settings for your custom report when the extension is installed.

Removed​

  • Removed the Delete Settings action from the Document Settings. This is replaced by the new Apply Default Settings action.

20.0.14.0 2022-10-26​

Added​

  • Added the balance to employee list and card

20.0.13.0 2022-10-17​

Fixed​

  • Fixed an issue where the Send Posted Documents batch job would display an error about missing filters for the Purchase Invoice Header when sending Purchase Invoices.

Added​

  • We have added a setup to control which Sales Report Selections get copied to the Customer Document Layouts and which ones get updated automatically. Previously, only standard Business Central reports got copied, and the app only did the automatic updates for Invoices, Credit Memos and statements. When you upgrade to the latest version of the extension, the setup will default to match the previous behaviour for automatic updates.
  • You can now specify custom Vendor Document Layouts for Purchase Invoices to specify different layouts for Buyer-Created Invoices.
  • New OnBeforeInsertingFreeLinesNeeded event added to report report 58400 PurchBuyerCreatedInv_EFT_TSL to allow changing the lines before printing the document.

20.0.12.0 2022-10-14​

Added​

  • Added a new page that allows you to exclude implementation users from the user count for subscription purposes. GDAP or CSP users get excluded from the user count and do not need to be specified here.

20.0.11.0 2022-10-04​

Changed​

  • You can now copy Document Settings and Custom Fields to multiple companies at once.

20.0.10.0 2022-10-03​

Changed​

  • Send Posted Invoices, Credit Memos, and Shipments has been renamed to Send Posted Documents because this batch job can now also send Purchase Invoices (buyer-created invoices), Remittance Advices and Payment Advices.
  • The document email log now shows the EFT Document No. and Line No.

20.0.9.0 2022-09-30​

Fixed​

  • Resolved a permission issue related to Theta Document Template setup.

20.0.8.0​

Changed​

  • We made some changes to Custom Fields if they are defaulted by an extension:
    • The App ID of the calling extension now gets added to the custom field record in document settings
    • Custom Fields get removed automatically if the extension that created them is no longer installed of if the custom field has been removed from the extension.
    • You can only select Default for the Status if the record was created by an extension.

20.0.7.0​

Fixed​

  • Resolved an issue with the Suggest Vendor Payments where the Journal Template Name did not get populated if the journal did not already have lines. This issue occurred due to a change in 20.0.6.0.

20.0.6.0​

Added​

  • Added the Document Extended Text feature, which replaces Customer Document Instructions from previous versions. All setup data gets converted to the new format.
  • Added a Send action on the Posted Purchase Invoice and Posted Invoice List page to allow you to send Buyer-Created Invoices.
  • Added new email scenarios:
    • Purchase Invoice for sending Buyer-Created Invoices
    • Customer Payment Advice for sending Customer Payment Advices
    • Customer Remittance Advice and Employee Remittance Advice for sending remittances to customers/employees.

Changed​

  • Theta Documents
    • The custom and system fields now get cached to improve performance when printing the reports repeatedly
    • You can now specify a different description width for comment lines on the Document Settings. The default width for comments on new installations is 100 characters. This is possible because of a change to the document layout. When you upgrade to the new version, the comment description width will default to the description width. If you have a custom layout, you will need to update the layout to support the longer comment length.
  • Customer Document Instructions has been replaced by Document Extended Text. This feature supports conditionally adding extended text for the document before and after the lines.

20.0.5.2 2022-08-31​

Added​

  • Add the following features to Custom Fields:
    • New OnBeforeGetCustomFields event that allows you to specify default values from a custom extension. This simplifies the configuration of custom fields across different companies and different environments. If you subscribe to this event your custom fields can be added automatically when you install an extension that extends Base Pack.
    • Added a new field called Custom Field Status. Use this field to prevent automatic updates from overriding a configuration change you have made.
    • Added an action to the custom fields page to Initialise Custom Fields.
  • Additional documentation has been added for Extending Theta Documents.

Changed​

  • The following reports below have been renamed. This will cause breaking changes if you have subscribed to events or extended the reports with report extensions.
Old Report NameNew Report Name
PostedWhseShipment_EFT_TSLWhseShipmentPosted_EFT_TSL
ThetaBuyerCreatedInv_EFT_TSLPurchBuyerCreatedInv_EFT_TSL
ThetaCommercialInvoice_EFT_TSLSalesCommercialInvoice_EFT_TSL
ThetaCustPayAdvice_EFT_TSLCustomerPayAdvice_EFT_TSL
ThetaCustRemitAdvice_EFT_TSLCustomerRemitAdvice_EFT_TSL
ThetaCustStatement_EFT_TSLCustomerStatement_EFT_TSL
ThetaCustStatementBBF_EFT_TSLCustomerStatementBBF_EFT_TSL
ThetaEmpRemitAdvice_EFT_TSLEmployeeRemitAdvice_EFT_TSL
ThetaInternalPick_EFT_TSLWhseInternalPick_EFT_TSL
ThetaPackingkSlip_EFT_TSLWhsePackingSlip_EFT_TSL
ThetaProformaCredMemo_EFT_TSLSalesProformaCredMemo_EFT_TSL
ThetaProformaInvoice_EFT_TSLSalesProformaInvoice_EFT_TSL
ThetaPurchaseOrder_EFT_TSLPurchaseOrder_EFT_TSL
ThetaRemittanceAdvice_EFT_TSLVendorRemittanceAdvice_EFT_TSL
ThetaReturnOrder_EFT_TSLSalesReturnOrder_EFT_TSL
ThetaSalesCrMemo_EFT_TSLSalesCreditMemo_EFT_TSL
ThetaSalesInvoice_EFT_TSLSalesInvoice_EFT_TSL
ThetaSalesOrder_EFT_TSLSalesOrder_EFT_TSL
ThetaSalesQuote_EFT_TSLSalesQuote_EFT_TSL
ThetaSalesRtCollection_EFT_TSLSalesReturnCollection_EFT_TSL
ThetaSalesShipment_EFT_TSLSalesShipment_EFT_TSL
WarehouseShipment_EFT_TSLWhseShipment_EFT_TSL

Removed​

  • Remove of Obsolete Tables and Fields including the legal texts that were previously stored on the Theta Document Template Setup card. These fields were marked as obsolete more than one year ago.
  • Report 58410 "Batch Post SC Email_EFT_TSL and Report 58408 "Batch Post SI Email_EFT_TSL" have been removed. These reports were the processing batch jobs behind the Batch Post and Send actions on the Sales Invoice and Sales Credit Memo lists. The replacement for this is to use the Batch Post actions and to configure the Send Posted Invoices, Credit Memos and Shipments in the job queue.

Deprecated​

  • report 58407 CustomerStatement_EFT_TSL will be removed in V22. report 58424 CustomerStatementBBF_EFT_TSL replaces this report and uses an identical report layout definition. The upgrade process will copy layouts over when this is finally removed and will also handle custom report selections.

Schema Sync

19.2.3.0 2022-08-31​

Added​

Changed​

19.2.2.0 2022-07-11​

Added​

  • We have added a Customer Payment Advice which can be printed/emailed from a Direct Debit EFT Transaction or when you Post and Send the Cash Receipt Journal.

19.2.0.0 2022-07-11​

Added​

  • Support for fixed text bank statement files to the Data Exch. Import - CSV/Fixed Width - Banking XMLPort.
  • New TSL-WPAC-TCODE-AMT transformation rule to handle the sign on the amount for the WestPac fixed text Bank Statement files. The rule is automatically created when you upgrade and when transformation rules are initialised in new companies.
  • The WestPac Deskbank Fixed Text Bank Statement file is now included in the configuration package you can download from the Base Pack Wizard.
  • Subscription Management is now implemented.

Removed​

  • Removed the legacy WestPac Fixed Text Statement Import as this XML Port was not generic. This is replaced by the enhancements added in this release.

19.1.36.0 2022-07-12​

Added​

  • Added a new option to the Suggest Vendor Payments and Suggest Customer Payments batch jobs called Skip Pending Approval/Missing Bank Accounts. When enabled, this will skip customers or vendors that do not have a bank account or where the bank account is part of an open approval.

19.1.32.0 2022-07-11​

Fixed​

  • Resolved an issue with the EFT Approval where the status did not get updated on approval if Advanced EFT Approved was disabled.

19.1.31.0 2022-07-04​

Fixed​

  • Resolved an issue on external documents where the word "source" would print below the description. The app incorrectly translated a space to the word "source" due to an issue with the translation file. This issue would only occur if you configured the document to show "Description 2" on the document. This issue was introduced in 19.1.28.0.

19.1.30.0 2022-06-30​

Added​

  • New CheckRefundSuggestionRule event on the suggest customer payments. Use this if you wish to override the standard behaviour of the Suggest Customer payments that only suggests a refund if there is an amount owing.

19.1.29.0 2022-06-27​

Fixed​

  • Resolved an issue on external documents where the word "source" would print below the description. The app incorrectly translated a space to the word "source" due to an issue with the translation file. This issue would only occur if you configured the document to show "Description 2" on the document. This issue was introduced in 19.1.28.0.

  • Fixed issues caused by 19.1.28.0 in respect of document approvals

    • No Qualified Approver could be found
    • Workflow responses failing with an error that they are not valid but were valid

19.1.28.0 2022-06-20​

Added​

  • An Advanced EFT Approval feature has been added to control EFT Approval Limits. Click here to find out more about this new feature.
  • When you install/upgrade the app, sensitive fields in base pack are now classified. You can enable monitoring using the monitoring worksheet. The following tables are included:
    • EFT Setup
    • Document Template Bank Details
    • EFT Bank File Configuration (to identify changes to file format/manipulation of file content)
    • EFT User Approval Limits
  • Detailed documentation has been added for processing EFT Transfers and configuring EFT Approval Workflows and related setup workflows.

Changed​

  • Changed the sales credit memo so that it can support the request page parameters helper codeunit.
  • Reject/Cancel EFT Approval no longer deletes the balancing line to support approvals by team members.
  • The Suggest Employee Payments batch job was suggesting a different document number per line even when the balancing account number is not specified. The document number will now be the same for the batch if you have not specified the balancing account.
  • The Generate EFT Batch now calls the SetupLine function when adding the balancing line. This copies default values like the reason code to the line.
  • The Send Posted Documents batch job has an additional option - Created At Date Formula. This option helps improve the performance of the batch job and reduces the possibility of resending old documents.

Removed​

  • Workflow response CreateNotificationToTheSenderTSL has been removed because this is now handled with standard Business Central functionality. To replace this response, use the "Create a notification for %1." response and select Notify Sender.

19.1.24.0 2022-06-14​

Changed​

  • Changed the sales invoice so that it can support the request page parameters helper codeunit.

19.1.23.0 2022-06-09​

Fixed​

  • NZ Bank Account Validation
    • Resolved an issue with the NZ Bank Account Validation where the validation would run while creating a bank account reconciliation.
    • Resolved an issue where non-NZ bank accounts would get validated in certain circumstances, and this would lead to an index out of bounds error.

19.1.22.0 2022-05-31​

Fixed​

  • Fixed an issue in Employee Remittance report where the fields in Document Line did not display as expected.

19.1.21.0 2022-05-26​

Added​

  • Add OnBeforePrepareDocLineDescription event on TextHelper codeunit
  • Add new procedure PrepareDocLineDescription to replace PrepareDocumentLineDescription

19.1.20.0 2022-05-23​

Changed​

  • Updated the tooltips on the Document Email Log to reflect that the email address details may differ from the actual email used if the email is sent manually. The tooltips direct the user to the sent emails to verify email addresses. The fields are now hidden by default.

19.1.19.0 2022-05-23​

Fixed​

  • Fixed an issue on the Internal Picking List where the document lines did not display as expected.

19.1.18.0 2022-05-20​

Fixed​

  • Fixed an issue on the Customer Remittance Advice where the document lines did not display the correct background colours.

19.1.16.0 2022-05-18​

Changed​

  • Added an option on the report Customer Statement (Open Item/Balance Brought Forward) to Exclude On Hold Entries. This option allows you to exclude exclude entries that have been placed On Hold. The option is only available on the request page if you click "Show more".
  • Improved the performance for deleting large general journal batches

19.1.15.1 2022-05-11​

Added​

  • Added a feature that allows you to create word templates and perform mail merges on any table in Business Central. More documentation to follow on this feature.

19.1.15.0 2022-05-10​

Added​

  • Added validation for New Zealand Bank account numbers. This ensures that the branches and account numbers are within the valid ranges and it performs check-digit validation.

Changed​

  • Changed the warning messages that display when the bank details do not match the expected format to non-intrusive to notifications instead of pop-up messages.
  • Changed the way the "Default for EFT" field is initialised on the customer and vendor bank account cards to prevent issues with data migration.