170 MarkView Release Notes

Oracle E-Business Suite Edition

Version 6.2

Copyrights and Trademarks

170 MarkView Release Notes
October 6, 2008
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Table of Contents
Table of Contents............................................................................................................................ 3
Enhancements ................................................................................................................................. 4
170 MarkView Advisor .............................................................................................................. 4
170 MarkView File Capture ....................................................................................................... 4
Internationalization ..................................................................................................................... 4
Benefits ....................................................................................................................................... 4
Resolved Issues............................................................................................................................... 6
28932........................................................................................................................................... 6
29209........................................................................................................................................... 6
29648........................................................................................................................................... 6
29305........................................................................................................................................... 7
Known Issues .................................................................................................................................. 8
28827........................................................................................................................................... 8
29340........................................................................................................................................... 8
30090........................................................................................................................................... 8
30226........................................................................................................................................... 8
30229........................................................................................................................................... 9
30406........................................................................................................................................... 9
30408......................................................................................................................................... 10
30414......................................................................................................................................... 10
30483......................................................................................................................................... 10
30542......................................................................................................................................... 11
30548......................................................................................................................................... 11
30561......................................................................................................................................... 11
30605......................................................................................................................................... 11
30612......................................................................................................................................... 11
30683......................................................................................................................................... 11
30740......................................................................................................................................... 12
30817......................................................................................................................................... 12
30826......................................................................................................................................... 12
30832......................................................................................................................................... 12
30856......................................................................................................................................... 12
31122......................................................................................................................................... 13

Enhancements

170 MarkView Advisor

Version 6.2 is the release vehicle for a new product from 170 Systems: 170 MarkView Advisor!
Advisor combines data from 170 MarkView and Oracle E-Business Suite databases to give
Finance Managers a complete picture of their processes and allow them to affect change where
necessary. With this type of analytics intelligence, Finance Managers can streamline their AP
processes.
170 MarkView File Capture
We previously announced the release of 170 MarkView File Capture for use with 170 MarkView
for Oracle versions 5.x. This product, now available with 6.2, allows inbound emails with PDF
or TIFF attachments to be processed and the documents automatically introduced into the
170 MarkView workflows. Version 6.x customers who buy 170 MarkView File Capture need to
acquire a JAR file from Technical Support to activate and use the product. The documentation
includes instructions about how to do so, thereby enabling customers to configure and run the
product without engaging Consulting Services.
Internationalization
We continue to build upon our Internationalization support with 6.2 by supporting 2 new
languages Latin American Spanish and Brazilian Portuguese. This brings the number of
languages supported with 170 MarkView for Oracle to 6, with French, German, Polish, and
Canadian French already supported. (Advisor is only available English and French.)
Benefits
With 170 MarkView Advisor, customers receive a rich and comprehensive set of real-time
graphical dashboards and reports that enable them to see what is actively occurring in their
Payables operations from a variety of different perspectives. Advisor and the information that it
provides allows managers to meet their Service Level Agreements (SLAs), Key Performance
Indicators (KPIs), and other internal obligations that many organizations establish. By combining
the data that is available in the ERP system with that which is tracked within 170 MarkView,
Advisor provides a complete picture of the state of Payables processes. From a single screen, the
user can see not only that an invoice is past due and for how long, but also who currently owns
the item, how long they have had it, and what the next step is in the workflow.
While viewing items from within Advisor, the user can always view the associated MarkView
document within Express and, if authorized, apply Markups. This is all within the standard
process and controls of 170 MarkView. In addition to the standard Markups available in Express,
the Advisor user has the ability to take action on an item or group of items directly from within
Advisor.

The available actions include: Escalate (route the item to the owners supervisor defined in the
customers hierarchy), Re-Assign (transition ownership to another user), and Increase the
Priority. The 170 MarkView system tracks all of these actions and reports them in the workflow
history of the item.
Advisor is customer configurable so that it can meet the needs of each organization. Users can
set up personal alerts for many of the Advisor reports so that they can be proactively notified
when certain criteria are met. For example, alerts can be configured to inform the user about
invoices with discounts coming due as well as invoices that are about to reach their payment due
date. Each alert can be set up with a different number of days prior to the due date when the
user will be notified.
Users can also configure automatic actions that will be applied to items when an event occurs.
There are a variety of scenarios that the user can set up where the priority of an item is increased
or the item is escalated. These rules can be set up to occur if the invoice is coming due in a
certain number of days, a discount is going to be lost, or if the invoice has been in the same
queue for a certain amount of time. These are just some of the many configurable actions
available to users of 170 MarkView Advisor.
170 MarkView Advisor will enable customers to eliminate bottlenecks and improve the overall
efficiency in the AP process. Advisor also provides a full array of dashboards specifically
designed to assist in the management of the organizations cash. By decreasing the overall time
to process an invoice and ensuring on time payment, Advisor can help the customer not only
effectively take advantage of discounts and save money, but also maintain good relationships
with their suppliers.

Resolved Issues
28932
Fax Export Server gets authentication error with default install setup of MVFAX user.
Testing Areas

This issue applies only to new installations that have MarkView Fax installed and configured.
1. Set the MarkView user to MVFAX and start the Fax Export Server.
2. As another user, fax a document.
3. Check the Windows Event Viewer logs to verify that the fax processed successfully.
29209
Comment Requested queue should be added to the Previously Entered workflow.
Testing Areas

1.
2.
3.
4.

Send a Previously Entered work item to AP Resolution.

Direct a member of the AP RESOLUTION group to retrieve that work item.
Have the AP RESOLUTION group member place the Comment Requested markup.
Verify that the group member can successfully save the work item with the markup.

29648
Unable to preserve web display queries when upgrading from Release 5.x to 6.x.
Testing Areas

If you have web display data to preserve when upgrading from 5.x to 6.x, rename the web display
data as follows:
1. Log in to MarkView Home > Module Admin.
2. Go to the Display Type page.
3. For each custom display to preserve, click the update link in that row and change the Name by
adding an identifying prefix or suffix, for example, _C or _V1.
4. Go to the Detail Type page and click Show Layout for each Detail Type.
5. For each custom Detail Layout on the layout admin page, click the update link for that row and
change the name by adding an identifying prefix or suffix.
After completing the upgrade, the web displays remain in place, and the product web displays are
installed alongside them.

29305
No tool join point for Archive tool.
Testing Areas

Confirm that you can apply the Archive Markup and save it to a queue in which the markup is valid.
For example, the ADMIN can often place this tool in the Workflow Administration queue.

Known Issues
28827
Advisor does not support a configuration in which multiple MarkView schemas are installed in a
single database instance.
Workaround

Install a single MarkView schema in the database instance.

29340
The business unit drop-down list that appears on Advisor dashboards and reports does not return
business units for the ADMIN user, regardless of whether the ADMIN user is authorized to access
business units in the ERP system.
Workaround

Give users other than ADMIN access to Advisor. They should log in to use the dashboards and
reports.
30090
In Advisor reports, tooltips for the bars in summary charts always appear at the end of the bar.
Workaround

Look at the end of summary chart bars for tooltips that contain more information about the bar.
30226
When you export the Invoices Past Due Report from Advisor to Excel, the Invoice Number field
may not be formatted correctly.
Workaround

To format the Invoice Number field correctly in the Excel spreadsheet:

1. Select the Invoice Number column and select Format > Cells.
2. On the Numbers tab, select the General category and click OK.
The dialog box closes and Excel formats the column correctly. In some cases, you might need to
right justify the data in the Invoice Number column.

30229
Using the browser refresh button to update the content of an Advisor report returns you to the
dashboard from which you accessed the report.
Workaround

To refresh report contents, use the Refresh button (double green arrows) located on the right side of
the report toolbar.
30406
During an upgrade, if the COVER_PAGE_PROPERTY_VALUE_* LOV Longlist values are set to
N, they are overwritten. The values will be set to:
COVER_PAGE_PROPERTY_VALUE_1 Longlist = Y
COVER_PAGE_PROPERTY_VALUE_2 Longlist = Y
COVER_PAGE_PROPERTY_VALUE_3 Longlist = N
COVER_PAGE_PROPERTY_VALUE_4 Longlist = Y
COVER_PAGE_PROPERTY_VALUE_5 Longlist = Y
These settings affect whether the whole list of values is displayed for some of the markup LOV
fields, like Organization.
Workaround

Before running the upgrade, record the LOV Longlist settings for the following LOVs:
COVER_PAGE_PROPERTY_VALUE_1
COVER_PAGE_PROPERTY_VALUE_2
COVER_PAGE_PROPERTY_VALUE_3
COVER_PAGE_PROPERTY_VALUE_4
COVER_PAGE_PROPERTY_VALUE_5
After the upgrade, if necessary, reset the Longlist values to N.

30408
After upgrading an existing MarkView Accounts Payable system and prior to running the cold sync
export, you must perform a post-installation step to populate the business unit currency
information.
Workaround

After upgrading an existing MarkView Accounts Payable system and prior to running the cold sync
export, you must execute two SQL commands to populate the business unit currency information.
Log in as the MarkView schema owner to perform this task.
1. Enter the following comment to execute the necessary trigger:
SQL> update mvt_org set org_id = org_id;
2. Enter the following to commit the transaction: SQL> commit;
30414
You cannot use Fax Cover Page after upgrade.
Workaround

The default value of the FAX_COVER_PAGE_DOCUMENT preference is overwritten to 3

during an upgrade. If you use the default value for the cover page, set a System Preference equal to
your old cover page value, for example, 98.
To do this, determine what the value is before you upgrade. The value is the default value of
FAX_COVER_PAGE_DOCUMENT.
After you complete the upgrade, log into MarkView Admin and create a System-Wide Preference
value for FAX_COVER_PAGE_DOCUMENT that equals the value you recorded earlier.
30483
While editing role definitions in Advisor Role Management, you can remove the default
authorizations that are available in Advisor role definitions. However, each time the application
server restarts, the default authorizations for the default Advisor role are re-added to that definition.
Restarting the application server overrides all edits to the default role definitions.
Workaround

To remove permissions from a default role definition:

1. Create a new role definition with a unique name (one that differs from all default role definition
names).
2. Add the appropriate permissions and assign those users to the new role definition.
The new role definition will not be affected when the application server restarts.

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30542
For upgrades: invoice workflows contain a new queue, the Pending Payment queue. Existing
Process Monitor queue configurations used by MarkView Administrators will not include this new
queue.
Workaround

The MarkView Administrator should re-create or update Process Monitor queue configurations to
include the new queue, Pending Payment.
30548
When running the Cold Sync import utility, records that have a field value containing only the field
separator character enclosed in double quotes will not be imported. The field separator is comma (,).
If the field value is ",", it appears in the import file as """,""" and the record containing this field
value is not imported. The Cold Sync import utility reports an error for this record.
Workaround

Ensure that records to be imported into Advisor do not have fields with a value of ",".
30561
In the Advisor Business User Working Folder report, the details table shows a negative number in
the Days Until Due column for invoices that are past due.
30605
The Reassign action lists all users who can retrieve the selected invoices. Some of the users listed
might not be authorized to perform the next step.
30612
The Load User Data administration utility generates an error if you attempt to use the Load Users
from ERP feature.
Workaround

Enable the Automated User Setup and Synchronization (AUSS) feature of MarkView to synchronize
the MarkView and Oracle Applications user communities.
30683
In the French version of the Invoices on Hold report, which you access from the Managing
Productivity dashboard, displays hold codes in English.

11

30740
For Advisor reports that require a Business Unit selection, only items that are assigned to business
units (also known as organizations) are displayed. If other items exist that meet the report criteria,
but are not assigned to business units, they are not listed.
30817
Terminal Services/Citrix support is disabled by default for Enterprise Edition.
To enable Terminal Services/Citrix support, set the VIEWER_DISABLE_TS_SUPPORT
preference to FALSE.
30826
In Advisor, some reports may show duplicate data. This occurs if you transition work items within
MarkView after installing Advisor and before running the Cold Sync export. This problem corrects
itself once the work items complete the workflow.
30832
Invoices associated with organizations added to MarkView after Cold Sync has been run do not
appear correctly in Advisor reports.
Workaround

Before running Cold Sync, the MarkView Administrator should use Module Admin to configure all
Organizations on which Advisor will report.
If introducing a new Organization in the ERP system, add the Organization immediately to
MarkView, before adding associated suppliers or vendors in the ERP system.
30856
If the MarkView Admin saves any changes to the Advisor Automatic Actions configurations,
automatic actions stop working.
Workaround

A user who is a member of the Advisor Administrator role, and who has permissions for all
organizations (business units) should configure or modify Automatic Actions. To do so:
1. From MarkView home, select Advisor > Configuring > Automatic Actions.
2. Configure or change the Automatic Actions settings and click Save.

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31122
Workaround
To create a new OC4J instance for MarkView, the following additional steps are required:

1. Return to the Oracle Enterprise Manager home page (Cluster Topology).

2. Click on the instance name you just created, for example markview.
3. Click on Administration.
4. Click Go to Task associated with Server Properties.
5. Change the Maximum heap size and Initial heap sizes to appropriate values, such as
a max heap size of 2GB (limit of 1.3GB to 1.6GB on Windows) and an initial heap size
of 512m
6. Add the following Start Parameter - Java option to the option list just below the
Maximum heap size (or adjust as necessary):
-XX:MaxPermSize=128M
7. Click Apply.
8. Restart OAS to apply changes either using opmnctl from the command line or from the
Cluster Topology page in Oracle Enterprise Manager.

13