·    A new grid search process is available to use for most grids, accessible from the Control-F keyboard shortcut. Similar to filters you can restrict displayed rows that meet the defined search criteria

·    Enhanced the Item Information inquiry on the Edit IC Item Detail screen. Use the ‘i’ button next to the Item number field to show detailed information about the item selected. The inquiry shows:

o    - Price Levels for the base price list or Alternate Price List

o    - Stock Quantity for the selected Location or for all Locations

o    - Price History showing invoices for various periods, for the selected Customer or all Customers

o    - Alternate items (if any) showing the Qty on hand / Sales order / PO.

·    The Edit Shipping Addresses screen has a new Find screen, with the ability to search for customers by Name or Phone Number in addition to the code, and a Ship To field to search by the ship to code. When F6 is pressed on the main grid, the smart finder will automatically open on the Ship To field instead of the customer number field.

·    Invoices Items have an Active/Inactive Status. Creating a document for an Inactive item will prompt for activation in order to proceed. Copying or restoring from Archive or History will have a warning. Posting and Importing Invoice details with inactive items will be prevented.

·    Edit Barcodes has been added to the Edit menu. Barcodes may also be added from Edit Item, on the Barcodes tab or they may be Imported. Barcodes must be unique but multiple Barcodes may be added for an Item. If Barcodes are present, they may be entered or scanned everywhere there is an Item number field in Invoices

·    The Batch Status Inquiry has been improved. Batches are sorted in descending order. Batch Listings and Posting Journals can be printed. For batches that were posted using 93B, Batch Listings can be reprinted. Batches Deleted using 93B can be Recovered.

·    Word Wrap is supported for blocks of text copied and pasted into Invoices in edits of Items and Text Blocks as well as in Invoice Entry for the Item Detail Description Text and Header Text.

·    Batch Entry Templates have been added. Templates can speed up entry and eliminate confusion caused by fields that are not in use. Templates allow skipping, disabling or hiding fields for Invoices and Credit Notes. Entry Templates can be by Security Group (most effective) or by using the Edit Menu.

·    User Preferences has an option to 'Auto Advance On Edit Documents'. If you are editing existing documents and you OK changes on a detail, enabling this option will automatically open the next detail for editing.

·    There is a new Company Profile option, 'Use computer date for invoice'. If the option is set to “Use Computer Date for Invoice”, the System Date will be the default Document Date instead of the Session Date.

·    A company profile option has been added to allow bypassing an integrity check on the historical transaction data files.

·    For Inventory Item details, the Quantity by Location information that used to be displayed in the Finder from the Location field is now displayed in the Item detail and in the Item Information popup.

·    New Specification Codes have been added to Tax included prices. For Invoices and Inventory items, these Extended price fields are available

·    Added an Allow Credit Notes option to Security Groups. Users in this group will be prevented from creating credit notes when the option is disabled.

o    If you want users of a security group to have the ability to create credit notes in Adagio Invoices, enable this option.

o    During Conversion of Security Groups, this option is disabled.

o    Users that are prevented from creating credit notes may still be permitted to edit them depending on the other Security Group options.

Version 9.3B | 2024-01-10 (Jan. 10, 24)

9.3B release notes

• Data Integrity Check was reporting a false message, ’-‘ is not a valid integer value, while searching for Orphaned Batch files if there were Specification files with long names, in some cases.

• If the Customer code was invalid in Open or Archive Batches, DataCare did not did not report the problem properly.

updated DCF@I93B.DLL & SSIIDENTF.DLL

• The Country list that will be normalized when 'North American Address?' is selected has been expanded to include more countries.

For editing Customers or Ship To Addresses, if ‘North American Address?’ has been set in the Receivables Company Profile, System Options tab, Customer Addresses will be normalized based on the setting for ‘Normalize Country To’. If these options are not set in Receivables, the Country will be normalized to ‘Full Name’.

The Receivables settings will also be used for the Bill To and Ship To addresses in the Edit or Import of Batches. 

• For JobCost 93A: Customer Name has been added to the list of fields available to display in the finders/smartfinders for Job, Phase and Category.

• If the Receivables Company Profile is set to use “North American Address?, Import Invoices will validate State/Province. If Country is imported, it will also be validated.

• If 'North American Address?' is selected in Receivables, the states for Mexico will be normalized to the 2 character state.

• For JobCost 9.3A, Invoices now includes G/L Accounting Date, Doc Link and Invoice Header Description 2 in the Retrieval batch created for JobCost.

• Adagio Invoices now respects the Group Security settings for Item Notes within Adagio Inventory.  If an Invoices user does not have access to edit Items, but the same Inventory user does have access to Edit Item Notes, the Invoices user will also be able to edit Item Notes while viewing Item records.

Version 9.3A | 2020-03-02 (Mar. 2, 20)

9.3A release notes

·    Compatible with Adagio DocStore.

·    Supports Online Credit Card Payment Processing with new add-on module Adagio Payments 9.3A.

·    Payment Card Industry Data Security Standard (PCI DSS) compliant.

·    Pre-Authorized Debits from customer bank accounts in invoices batches (Canadian banks only).

·    'Auto-Generate' the Check Number field in posting speeds entry and avoids duplicate document numbers on cash transactions in AR.

·    Enter Payments on credit notes.

·    Optionally show an item’s Price Level grid and select it for the Unit price field.

·    Item Information inquiry on the invoice detail screen (opened with ‘i’ button beside Item Number) shows Price Levels for the base price / Alternate Price List, and Qty on hand / Sales order / PO / RMA. Double-clicking the Alternate item will select it for the detail line.

·    Option ‘Always show sale price in price grid’ displays Sale Price on Item Information screen and allows it to be selected if the invoice date is in the sale dates range, otherwise it indicates the Sale dates are out of range.

·    Prompt to update customer and address fields in invoice if there have been changes in the Customer or Ship-To.

·    Changing the Customer Type ask if you want to apply related pricing changes to all invoice details.

·    Sort batches by Batch Description.

·    Select field from the invoice to send to the new PO Reference field in Receivables 9.3A batches.

·    Find on filtered Customer grids to search within the filtered result.

·    Send/print invoices to multiple Send Methods (Printer, PDF, email) simultaneously.

·    Calculated numeric fields on invoices using formulas in the Specification Designer.

Version 9.2A | 2017-08-30 (Aug. 30, 17)

9.2A release notes

·    Compatible with Ledger 9.2A Retrieve Subledger Batches function, allowing separation of subledger batches by Batch Number.

·    Edit / View Customers functions support new features in Receivables 9.2A customers.

·    Credit notes support option to apply the before tax total to discount base.

·    Added an option to print a General Ledger Distribution Summary on batch listings.

·    Posting Journals can no longer be cleared after printing. This avoids accidental clearing. Posting Journals are cleared at year end.

·    Adagio module toolbar allows one click launch of an Adagio module.

·    Reports have been converted to Crystal Reports 2013, greatly improving the export to Excel.

·    Added invoice specification codes for totals in home currency and other new codes.

·    Grids may be \\\"banded\\\" with a User Selectable color and banding frequency. Banding may be chosen to replace Grid Styles by user.

·    Edit grids display the total number of records, as well as a count of the displayed records when a Filter is active.

·    Logs user activity within the module. Audit logs may be viewed with GridView.