Version 2021 R1.0

Web Server Build Number: 10.1.0.24374
Excel Add-in Build Number: 10.1.0.24374
DataSync Build Number: 10.1.0.24375
SEI for Sage 300 Embed Build Number:
April 30, 2021

Breaking Changes

• As of the next full release (2021 R2), SEI, DataSync, and Web Central Point Configurator will no longer support Internet Explorer 11. Recommended browsers: Google Chrome or Microsoft Edge.

• Users whose Data Models previously used SUM OVER must now use the Window Function option to achieve the same result.

note

The mobile application has been removed from the Google Play Store and Apple App Store. To access SEI from a mobile device, log in using your mobile browser. You can create a shortcut on your homepage for convenience.
Users who already downloaded the mobile app can continue using it, but new downloads are no longer possible.

Highlights

Integrate All the Functions

Integration with Advanced Analytics allows using powerful commands without SQL coding. Select functions in the data model and activate them instantly in your worksheets.

Supercharged Page Setup

Page Setup has a complete overhaul with user-friendly options:

• Enhanced title formatting
• Logo and image personalization
• Automatic fitting
• Full control of headers and footers
• High-resolution report exporting

Fully Optimized Display

Strategic grouping reduces unfocused information in worksheets, making it easier and faster to focus on key insights.

New Templates

• Sage XRT Advanced
• Sage X3 Warehousing (formerly Geode)
• Central Point Library

Versioning

With 2021 R1, a new versioning scheme is introduced. Subsequent versions will follow this format:

Version	Build	Update	Type
2021 R1	10.1.0.xxxx		Major
2021 R1	10.1.1.xxxx	First Update	Minor
2021 R1	10.1.2.xxxx	Second Update	Minor
2021 R2	10.2.0.xxxx		Major
2021 R2	10.2.1.xxxx	First Update	Minor

Therefore, we plan to have two major versions per year (indicated by the first two digits of the build, e.g., 10.1.0.xxx) and as many updates as necessary (indicated by the third number of the build, e.g., 10.1.1.xxx).

Improvements

Web Client

• Define advanced analytics calculations such as running total, standard deviation, ranking and more!

Important: Users whose Data Models previously utilized the SUM OVER feature must now use the Window Function option to achieve the same result.

• Views have been optimized to summarize data based on the detail level specified at the last level for greater clarity, faster loading times, and new visualization options.
• Supercharge prints and exports with new page setup features including:
  • Fit to page
  • Improved page headers and footers
  • Enhanced resolution for Charts and Dashboards
  • And much more!
• Page breaks can now be added to group changes when generating PDF documents from Worksheets and Reports.
• Global Parameter names will now be shown alongside Global Parameter descriptions in the Dashboard Filtering Panel, Edit Global Selection page, and Reporting Tree filter fields.
• Group levels can now be expanded and collapsed in Worksheets exported to XLS/XLSX format.
• Reporting Tree nodes can now be re-ordered via drag-and-drop.
• Open View tabs can now be closed with a middle click on the tab.
• Documentation on binding a Web Client through HTTPS and cookie management has been updated.
• Italian translations have been improved.

DataSync

• User Defined Dimensions can now be retrieved for Sage Intacct connections.
• Destination column headers may now contain spaces for Export type Extractions.
• Global Variables have been added allowing parameterization of:
  • Queries
  • Filters
  • Purge Conditions
  • Calculated Fields
  • Custom Web API Content
• The Agile CRM, SpaceX, and Custom API source connections have now been officially released.

Excel Add-in

• Italian translations have been improved.

Web Client Templates

Universal Data Model

• Improved French translations were added to Reports and Dashboards.
• Scripts for @@UDM_CURDATE and @@UDM_CURDATE3MONTH Global Variables were improved to avoid time zone-related conflicts.
• Account Grouping Setup now allows both Wildcard * and Wildcard ? for the same entry.
• A filter has been added to the Profit and Loss Dashboard to retrieve the YTD on 4 Gauges.
• Account names may now be preceded or followed by a space in the Account Mapping View.
• Two new Sales Forecast methods were added:
  • Generate a sales forecast with zero values
  • Distribute the previous 12 months evenly
• UDM Fiscal Year is now the default value for Year and Period in Dashboard Filtering Panels and Selection Pages.
• Currency Conversion now creates a new Ledger Type for each adjusted Fiscal Calendar.
• Currency Conversion no longer requires the Global Currency field; it has been removed from all Dashboards, Selection Pages, and Global Selection Pages.
• Budget Total, showing the sum of all budget values from all periods, was added to the Finance Cube.
• An Info Page to delete Forecast Configurations was added. (TS-207)

Sage 100

• The DimCompany cube now maps users' ledger currency to their Dimension.
• To avoid conflicts with existing Sage 100 objects, the NEC_ prefix was added to all SEI custom objects.

Sage 300

• The Invoice and Return values were merged under the same data source for the Sales Staging cube.

Sage 500

• The Budget data source was added to Cube Finance Staging.

Sage Intacct

• The Invoice and Return values were merged under the same data source for the Sales Staging cube.
• New logic allows users to map User Defined Dimensions to pre-set fields.
• The Opening Balance Stored Proc can now calculate opening balances based on User Defined Dimensions.
• The Budget data source for Prompts was added to the UDM Budget Cube.
• The AR Adjustment and AR Adjustment Payment data sources were added to the UDM AR Staging Cube.
• The AP Adjustment and AP Adjustment Payment data sources were added to the UDM AP Staging Cube.

Sage X3

• The CSLBPR field has been added to various GL-related objects.
• Intersite and intercompany fields (BETFCY and BETCPY) have been added to all sales-related objects.
• The Stimulated Opening Balance Info Page will now break down Retained Earnings by site.
• Footers are now available in the Sales Cube.

Sage 100 Template

• GL_PeriodPostingHistory and GL_DetailPosting tables were moved to refresh side during extractions.

Sage 300 Template

• Dashboards and Reports were optimized.
• French translations were added for Dashboard titles.

Sage Intacct Template

• The Budget data model was added.
• Script added to create required tables for the Sage Intacct template if the module is not activated in Intacct.
• AR Adjustment and AR All Documents data models were added.
• AP Adjustment and AP All Documents data models were added.
• Pre-configured User Defined Dimensions with mapping logic and Line Level Dimensions were added to data model transactions.
• Simple Report Builder logic was added to the live template.

Sage X3 Template

• Italian translations have been added.
• CREUSR_0, CREDATTIM_0, UPDDATTIM_0, UPDUSR_0 and username description columns have been added to several data models.
• Both budgets and versions can be configured without manually updating a View.
• Application links have been changed to Google Search links.
• Chinese translations have been improved.

Sage XRT Template

• Italian translations were improved.

Acumatica Template

• The NECOrganization inquiry was added to Acumatica projects and extractions.
• Tenant ID has replaced Company ID, and Branch-to-Organisation joins now import the Organisation Code as a Company ID value.

Fixes

Web Client

• Using an SQL Server user language other than English (e.g., French, Spanish) occasionally caused errors and prevented expanding a date field or using the date picker in the Selection Page.
• A Dashboard containing a KPI with a currency format could randomly display "$" (dollars).
• Bug prevented distribution of Views, Reports, and Dashboards for some users if single sign-on (SSO) login authentication was enabled.
• Certain configurations could prevent Worksheet data from being sorted properly if a group or all rows were expanded and at least one Advanced Sorting Option was selected.
• Multiple errors could occur when accessing the Web Client in certain languages:
  • Simple View gauge values were sometimes multiplied by 100.
  • Random numeric values were occasionally assigned to Sparkline Views.
  • Activating the Abbreviate feature could assign random numeric values to both KPI and Sparkline Views.
• Page setup settings were not retained for Dashboards created using the Save As option.
• Lack of a scroll bar on the environment selection drop-down list prevented users with many environments from selecting certain entries. A scroll bar has been added.
• Saving a Report sometimes caused translations other than the current user language to disappear.
• Using Manage Stored Procedures could overwrite Data Model field translations (Groups and Columns) in an incorrect language.
• For Data Models with a Subtotal Exception rule applied, the SUM rule was being applied to the last group level regardless of the exception if the model contained a pivot.
• Data Model and View names were not loading in the user’s selected language in the right-hand panel of the Web Views tab in the Scheduler.
• Error occurred when an email with an extension longer than 4 characters (e.g., test@hello.world) was entered in To, Cc, or Bcc fields in the Scheduler or Subscribe window.
• Both owner and publisher showed a NULL value for Favorites in Oracle Central Points.
• Occasional border display errors in exported Worksheets and Reports.
• Users could not add more than two decimals in Data Entry.
• When a View marked as Favorite had Publish set to None, the Favorite was no longer displayed for all central point types.

DataSync

• The nvarchar Destination Field length now defaults to 255 when the source field length is ≤5 for Sage Intacct connections to prevent synchronization errors.
• Redirection errors could occur under some specific login circumstances.

Excel Add-In

• Using a calculated field as a filter in a Reporting Tree could cause an error.
• Reporting Tree with a Formula drill down containing filters duplicated the WHERE clause, causing an error.
• Formulas displayed zero if a filter containing an apostrophe (') was applied.
• Bug in Web Central Point Configurator prevented users from connecting in Multi-Tenant mode.
• Changing environments caused errors if the add-in file contained pivot table copies.

Web Client Templates

Universal Data Model

• Account Setup info page failed to load if Server Collation differed from Database Collation due to a Temporary Table.
• Global Parameters for Product UDFs set to Customer UDFs reverted back during Historical Stock Movement.
• Missing installation packages for Acumatica, Sales Force, Sage CRM, and Sage 1000 UK in UDM build 225 have been re-added.
• BEGIN component was missing from rollback of OLAP Procedure UDM_FILL_REPORT_MAP_GROUP (ORACLE) script.
• Missing function script (UDM_FACTORIALSQ) prevented use of Monthly and Quarterly Forecast features on the Info Page.
• Weekly Forecast feature inserted more fields than specified during INSERT request.
• Products with zero sales for over 3 months were absent from Monthly and Quarterly Forecasts on the Info Page.
• Hard-coded schema QA02102021 was changed to a script parameter in UDM_FACTORIALSQ script.
• Rollback script applied the OLAPDB parameter instead of SEISchema, preventing uninstallation of the associated SQL object.
• Prompt filter for UDM fiscal year fixed.
• Format of Income Statement values changed from currency to numbers.
• Occasional issue with Publish Account Grouping on Info Page of Report Account Mapping data model.
• Error occasionally prevented Rollback scripts from removing all Views during uninstall.
• Formula errors occasionally occurred calculating Forecasts and Last Year Cumulative Quantity in Sales data models.
• Error sometimes occurred in UDM Forecast Cube for Quantities Last Year field.

Sage 100

• Info Page now imports CPYID instead of CompanyCode during Ledger Currency setup.
• Bug sometimes prevented data sources from using selected COA if it contained a Global Variable for Cube DimAccounts.
• Error prevented Company field from applying Global Variables in Cube AR Staging, AP Staging, and Sales Staging.
• DimCompany cube bug sometimes prevented the cube from building properly.

Sage 200 UK

• Upgrading Sage 200 UK ERP changes all schemas to dbo, so custom objects are no longer deleted.

Sage 300

• Fact Table changed from ICHIST to ICIVAL, and HOMEEXTCST field changed to TRANSCOST for Stock Value to fix inventory imbalance.
• Allocation Date was missing from Cube Inventory Staging operations.
• Description cube had SourceID field hard-coded to incorrect value.

Sage 500

• Finance Staging Cube Fact Table changed to a View to ensure correct vdvAcctHistoryCurr values.

Sage 500

• COA Setup Table was added to the DIMSUBACCOUNTS cube.
• Transaction Data Source was incorrectly mapping Transaction Currency to Ledger Currency in the Finance Staging cube.
• minFiscYear View was changed to a subquery.

Sage 1000 UK

• Previous iteration of Transaction Data Source restored in Finance Staging cube to prevent multiple errors.

Sage Intacct

• Budget data source was using a deprecated table during Finance Staging cube.
• UDM_POPULATE_CALENDER script no longer uses sys.views condition instead of sys.procedures when creating or dropping.
• DimAddress cube had SourceID field hard-coded to an incorrect value.
• In Finance Staging Cube, Budget, Company ID, COA, Ledger Currency, and Ledger Type values were incorrectly mapped.

Sage X3

• Transaction data source was using CSLBPR_0 instead of CSLBPR in Finance Staging cube, causing errors for X3 version 9 and below.
• In Sage X3 Opening Balance data model, Info Page procedure for calculating opening balance did not function correctly in versions 9 and below. UDM_GL_OPBAL_CALC stored procedure updated.
• UDM_BUD_UNPIVOTV11 caused Budget data source not to load if Dimension Mapping was for versions 6–10.
• Bill to and Ship to addresses now extracted from the appropriate Data Source table in UDM Sales Staging Cube.
• WHERE condition now uses LOC value instead of CUR in AR and AP Staging Cube.

Sage 100 Template

• UDM_S100FCALENDER View had occasional recursion error for users with long fiscal periods.
• Sage 100 North America Premium Data Re-initialize sometimes had issues with views created under the same name but different schema.

Sage 200 UK Template

• Template now builds everything in dbo.

Sage Intacct Template

• Calculations of Base and Transaction currencies in Data Model Sales Analysis were sometimes incorrect.
• Calculations of Base and Transaction currencies in Data Model Purchases were sometimes incorrect.

Sage X3 Template

• WHERE clause was missing from Analytical Dimension prompts 2–9 in the Excel Add-in.
• Data models Orders, Returns, and Deliveries had Customer global parameter mapped to multiple fields.
• Customer with Overdue AR data model had Partner global parameter mapped to multiple fields.
• Lower-case characters are now supported in Oracle-based connections.

Acumatica Template

• In DataSync, ARAdjust table had LineNbr assigned to a primary key, but it was not synced.