Version 2023 Release 1 (February)

Web Client Build Number: 23.0.1.10064

Excel Add-in Build Number: 23.0.1.10064

DataSync Build Number: 23.0.1.10064

SEI for Sage 300 Embed Build Number: 23.0.1.10064

February 27, 2023

Breaking Changes

• For Cloud customers using the Excel Add-in: If you are using a deployment installation script or a filter in the firewall, please be aware that the service address now uses port 443 instead of 8443. (Note that when you install the Excel Add-In you need to provide the service address in the following format: xxxxx.sageenterpriseintelligence.com) 18215

• As of April 11, 2023, Microsoft Office 2013 will no longer be supported by Microsoft nor by SEI.

• As of October 10, 2023, Windows Server 2012 R2 will no longer be supported by Microsoft nor by SEI.

Improvements

For the highlights of this release, head over to our Product Blog.

Installation

• SAML2 configuration has been added to the Authentication page. You no longer need to have two configurations for Web Client and Excel Add-in; the SAML2 configuration now applies to both. Also, you no longer need to redo the SAML2 configuration every time there is a new upgrade. 13442, 13583

• All packages are now digitally signed. 17542

Web Client

• Improvements to the Web Workbook (Preview):

  • Shortcut keys are now available in the workbook. 17198

  • Improvements were made to the handling of filters that are passed when using queries. 13190

    Note

    The Workbook will return an error if the data model refers to non-existing data model parameters.

  • The Smart Cache has been improved. A logging scope has been added to display more details in the logs, such as information about the Central Point, process id, and environment. 17783

• The Data Model Designer has been improved: 17455

  • New option to preview and copy the SQL statement;

  • New column in the Designer view at the table level to display the field data type;

  • Headers in the grid always now remain visible;

  • New Search option to filter your columns in the Fields table.

• A new Export Resolution option for charts, maps, and dashboards is available in the Central Point Configurator. There are five scaling options to choose from when you export a dashboard for PNG and PDF formats to reduce file size. 16113

Distribution

• Performance has been improved when executing schedule jobs to distribute views, dashboards and reports that contain distribution filters. 18074

Excel Add-in

• Removed the dependency of feature upgrades in Excel Add-in. 18201

• Excel Add-in logs have been improved. 17348

DataSync

• New connector for Azure DevOps Online (Beta version). 15977

• The NetSuite documentation has been updated. 18265

Web Client Templates

Template	Change description
Sage 200 UK	Financial reports were reformatted to resemble Sage 200 UK more closely. The installation procedures have been updated.
Sage 300	Web Workbook: The Balance Sheet and Income Statement workbooks were enhanced to include better filters and formatting. New workbooks: Finance KPI Dashboard and Business Dashboard
Sage Intacct	Location and sub-location hierarchy was added to all data models. Three locations are visible in the data model by default and you can add up to nine levels. Web Workbook: The Balance Sheet and Income Statement workbooks were enhanced to include better filters and formatting. New workbooks: Finance KPI Dashboard and Business Dashboard
Sage X3	Web Workbook: The Balance Sheet and Income Statement workbooks were enhanced to include better filters and formatting. New workbooks: Finance KPI Dashboard and Business Dashboard Sales module: The Orders data model has new views - Monthly order amount by invoice status (running total line) - Order Amounts by Invoice Status (worksheet) - Open Orders Delayed - Average Amount Order / Customer. The Deliveries data model has new views - Stock Delivery by Day - Stock Delivery Weekly Load - Stock Preparation by Day - Stock Preparation Weekly Load - Remains to be delivered / Customer Late & Expected and new fields - Number of Lines - Weight - Volume - Delivery Count - Delivery Number - Delivery Status - Delivery Date (Rolling) - Preparation Number of Lines - Pick Status - Preparation Flag - Earliest and Latest Pick status - % Picking Completed. Data Warehouse module: The Sales Cube data model has new views - Top 10 Customers by YTD Sales Growth % - Bottom 10 Customers by YTD Sales Growth % - Sales YTD vs LYTD by Customer.   Manufacturing module: The Work Order Detail data model has and new views - Delay Days Tracking - On-time Orders Rate KPI - Average Delay Days based on the Work order - Manufacturing order status - Out of stock - Stock Allocation Status and new fields - Number of Orders Percent of Total - Order Status - Number of On-Time Orders - Delay in Days - Due Date - Target Date - Delay In Days category - Out of Stock Allocation Status. New Work Order Detail (with Costs) data model. It includes the MFGCOST table and has new views - Work Order Detail (With Cost details) - Work Order Detail (Cost Type Breakdown) and new fields - Document type - Line number - Cost type - Machine cost (for Theoretical, Release and Actual cost types) - Material cost - Workforce cost - Outsourced cost - General fees - Total Cost without General fees - Total Cost - Work order situation - Order Closing date. Logistics module: The Delivery Performance data model has new views - Service Rate Customer Delivery - Service Rate Customer Delivery Chart. Purchasing module: The Purchase Orders data model has new views - Delayed Purchase Orders - Stock Reception by Day - Stock Reception - Weekly Load - Supplier Service Rate - Supplier Service Rate Chart and new fields - Number of Lines - Order Count - Reception Status - Earliest Reception Status - Latest Reception Status - Delivery Date (Rolling). The Purchase Invoices data model has new views - Price Evaluation by Supplier - Price Evaluation by Product States.

Fixes

Installation

• When uninstalling or upgrading the SEI Server, some errors would appear in the Web Client and Scheduler API logs. 17347

Web Client

• The Edit Advanced Filter data model role was missing in versions 2022 R1.5, 2022 R1.6, and 2022 R1.7. 18798

• When copying a data model that contained selection pages, the selection pages were sometimes not copied. 4425

• In the Dashboard filtering panel, buttons were sometimes not displayed properly for some languages. 17361

• When exporting a worksheet in PDF format, the column headers would sometimes not be displayed if using Fit To or Zoom from the Page Setup.18485

OLAP Manager

• This issue was sometimes encountered when loading several OLAP cubes if the Logging option was enabled: Index was outside the bounds of the array or The tasks argument included a null value. 18704

DataSync

• Sage Intacct and Custom API connectors: When Load By Partition was enabled, if a partition failed to load, the process would continue to load the tables instead of stopping.18278

• Fields of Date and Timestamp type from an Oracle source were sometimes converted to wrong values when synchronizing data to a SQL Server destination. 18016

• In Sage Intacct, data was sometimes missing when performing an incremental load to due a wrong time zone setting.18749

• With SEI Cloud, Sage Intacct fields with multiple dimensions would only have the first dimension value when retrieving values. 18050

Web Client Templates

Template	Change description
Sage 200 UK	The Opening Balance calculation was adjusted to fix discrepancies when viewing previous years.