Information Manager Release Notes

• Web screens now available for Notes and Document Management Link - Information Manager Web Screens - Notes and DML (beta version)

• DML users are now configured in the Information Manager license screen. Enable a Sage 300 user as a DML User

• Financial Report Runner - Fixed compatibility issue with FRR with reports that have multiple sheets.

• Financial Report Runner - Reports can now be saved as Microsoft Excel XLSX files, reducing the compatibility error messages. You need to run the latest Sage 300 System Manager product update to enable this.

• Improvements to tray.exe (When running Notes or DML, printing on some screen could be slow).

• Notes, DML, Email Smartlink and Extender icons now displayed in the main screen and include tooltips. Refer to I/M Tray Icons Description

• Financial Report Runner - Support for latest version of Microsoft Excel for Office 365 / 2019

• Report Runner - Support for Complex Password when scheduling reports with Process Scheduler.

• Support for MFA and modern authentication when configuring DML with SharePoint.

• Refer to Configuring DML with Office 365 and MFA

• Optional Tables Excel Add-In (EnhancedBudget.xla) now supports Excel 64-bit.

• Support for Emailing using Microsoft Graph. This option lets you email using Office 365 with Modern Authentication. Refer to Office 365 and Microsoft Graph

• Rename files also works when adding files to SharePoint.

• SharePoint 2010 is no longer supported, in line with Microsoft.

• Import from Zippy Notes no longer supported.

• DML - Ability to include {orgid} and date documents are attached ({yyyy}, {mm}, {dd} in the network folder path. Network Folder Configuration - Setup Notes/DML/Extender Tray Tab

PU0.00 - v2021 Compatibility Release (October 2020)

PU0.00 - v2020 Compatibility Release

• Ability to configure Extender Log and Workflow Icons in Notes/DML/Extender Tray - Refer to Extender documentation for details.
• Ability to add up to 4 parameters when configuring Workflow steps in I/M Notes/DML/Extender Tray setup.
• Information Manager icons show based on the modules included in the Activation Code.

PU0.00 - v2019 Compatibility Release

Users can now Drag and drop emails directly from Outlook client to the Orchid Tray.

Users can right click on a file in Document Management Link Tray to email the file.

See details in Using Document Management Link- Network Folder

Notes can now be configured based on a RotoID.

PU0.00 - v2018 Compatibility Release

Visual Process Flows for Notes, Document Management Link, Optional Tables and Report Runner have been included to guide the setup of the modules. See Assigning Visual Process Flows.

Product Update v2016 PU4.00 - Also applies to v2014 PU 4.00

• Email link- For Sage 300 users configured as an "DML User" in the Alert box options, click on the icon to open your default email editor and send a clickable link to other users. Details Using Email SmartLink
• Note icon shows on screens that have configured Notes. Click on the icon to view/edit Notes (subject to security)
• Document Management Link User renamed -"DML User"

• The Information Manager Tray / Alert Box now works with Sage 300 Grids.

• A new option to Enable or Disable the display of folders under the configured DML network folder (in I/M Setup / Options/ Notes/DML Hotkey).

Release for Sage 300 Version 2017 - (PU 0.00 August 2016 )

• A new option to Enable or Disable the display of folders under the configured DML network folder

• Added the ability to use Extender scripts to generate content for the tray popup. We ship with 4 sample scripts: one that shows aging information for a customer, one that shows a customers credit status, one that shows open orders for a customer, and one that shows AR Customer Notes.
• Importing .notes files updates the existing note if multiple notes are not allowed for the same key.
• If you have 2 popup items with one set to show and fade and the other set to show, they will now both show in the same window and not fade away. It will only fade if all displayed items are set to fade.
• You can now pin the Alert Box / Popup to the side of the window. Moving the window drags the popup with it.
• If you use company colors then the Alert Box / popup window uses the same color.
• Alert Box has the ORGID and Screen name as a heading.

• Added the option to auto-start the tray to the Notes User Options so it can be set per-user.

• Report Runner : Added a 'Run' button on the Schedule window to run and email the report now.
• Added a Heading field for alerts in I/M Options - Notes/DML Hotkey.
• Notes : Notes can now be import from a CSV file. The CSV file must have the columns NOTETYPE,KEY,CATEGORY,TEXT,RTF

• Report Runner : A new option to Schedule (save and e-mail) Crystal Reports “now” on the Schedule tab.

• Report Runner now includes a sample AR Statement, AR Trial Balance and AP Trial balance for importing and inclusion on the Report Runner menu

• Notes : The Alert box can now be configured with a heading per configured note box for clarification

• Notes : Ability to import notes from a csv file

• Notes : Ability to show a list of optional fields in the Alert box – either Infoset optional fields or the Sage 300 view optional fields.

• Document Management Link : The Alert box can now be configured with a heading per configured document list box for clarification

• Document Management Link : You can now force a currently active document management link user to log off.

• Optional Tables : The Alert box can now be configured with a heading per configured optional table reference/description/comment lines for clarification

• A new tab on the I/M Options showing the installed product update and product updates released since the installed product update to allow for easier viewing/checking of the installed vs current product update

• You can now configure Notes and DML to pop up for mandatory/non-mandatory fields with one setup row in the Notes/DML Tray icon setup. In releases prior to PU1, you needed to configure two rows, one for ‘Label’ and one for ‘Label *’ (for example ‘Vendor Number’ and ‘Vendor Number *’. With PU 1 you can omit the ‘label *’ row (ie ‘Vendor Number *’. Note : you need to omit the “*” rows for all configuration rows – E.g. Customer No. *, Customer Number *, Document Number *.

• You can now configure I/M Notes and I/M Document Management Link to autostart for all users.

• You can now configure I/M Notes and I/M Document Management Link to autostart for all users.You can now export/import the Notes/DML configuration rows between companies and sites.

• Can now e-mail Crystal Reports and Financial Reports with a user definable e-mail message

• Export/import Crystal and Financial report setups from company to company, site to site

• Create e-mail templates to be used when scheduling Crystal and Financial Reports

• Crystal Report Runner reports can now be exported to additional Output types:Excel and RTF.

• Crystal Report Runner can now be scheduled to print, stores the required printer on the schedule record and can have a specific path and file name.

• Enable e-mails to be sent via SSL

• With the new Sage 300 feature of marking mandatory fields with an asterisk “*”, you now need to include the asterisk if you are configuring an I/M Note, or I/M Document Management Link alert from the mandatory field.

  Example: Your Field Label in I/M Options for “Customer Number” should now be “Customer Number *”.

• Allows users to be configured as Document Management Link users, so sites running I/M Notes and I/M Document Management Link can specify at a user level which users are DML users

• Integrates with SharePoint 2013

• Ability to show pictures in the alert box

Document Management Link

• When linking to SharePoint, DML can update and filter on two field labels and field values in SharePoint. For example you can sent the “partner type” field to “Vendor” and the “partner number” field to “1200” , and the “document type” field to “Invoice” and the “document number” field to “INV123”

• When linking to a Network Folder, DML can optionally create the folder required

• When linking to a Network Folder, DML can optionally rename the file as it is being dragged/copied into the folder

What is new in Report Runner V6.1

• For the running and maintenance of Crystal Reports, there is now only one screen

• New parameter to be used with Crystal Reports, System Date : so that you can pass the current date into the crystal report. You can use the following commands for the "initial value" parameter

• {yyyy} for the system year

• {mm} for the system month

• {dd} for the system day

• e.g. Initial value {yyyy}{mm}{dd} would pass 20121101 as the date to the crystal report.

• If upgrading from a prior version, you need to copy all your custom reports from {custom report directory}\EBxxA.eng to {custom report directory}\EB61A.eng directory

• Document Management Link - allows you to show attachments in SharePoint or a Network folder 

• Notes

• Default Categories. Option to assign different colors with different notes 

• Configure notes to display first, last or all notes 

• Supplementary Data - Automatically open an image