•Copying Purchase Orders or Requisitions was incorrectly updating Extended Cost. If the PO had partial receipts, the 2nd receipt would show the incorrect cost.

•In datasets with Requisition numbers that are 7 characters or less, approving a Requisition will update the 'Completed?' status. Requisitions that are Completed cannot be approved again. Requisitions for Primary    Vendors with an Inactive status can’t be Approved.

•When Auto Generate POs is used, the new Purchase Orders will have the Vend Name for the Primary Vendor updated in the Document List.

•Using the Item button from the Document line detail window to view Item Inquiry with Sales and Costs and the PurchaseOrders tab caused Internal Errors, in some cases.

•When the Company Profile is set to Warn for ‘Validate Closed Periods’, a Receipt with a blank Vendor Document can’t be posted for a Closed period. The ‘Missing vendor document number.’ message appears.

Enhancements and revisions in earlier versions

•Deleting a filter record from the Filter List failed if the grid was sorted by Priority or if the grid was sorted by description and the Show filters option was set to All.

•Emailing documents Now using Outlook was using MAPI instead of Outlook.

•When a Requisition with multiple Vendors was emailed, an incorrect message appeared: Nothing in range to email.

•For datasets that integrate with JobCost. the Job Cost Summary finder did not behave properly from the Category field.

•Find Transactions for Requisitions was going to the top of the list instead of the closest match.

•Using Crystal Reports to add new tables or subreports to a report could cause an error 'Failed to open the connection' due to a change in how Crystal runtime SP 25 loads tables.

•For datasets that did not include Adagio Inventory, that may or may not have included Adagio OrderEntry, there were Inventory/OrderEntry related messages that appeared when Purchase Orders, Quick Receipts, Receipts or Requisitions were imported.

Update the Compatibility Chart from Release Notes and create a PDF for it.

Version 9.3B | 2024-03-20 (Mar. 20, 24)

9.3B release notes

• In Multicurrency datasets, editing a Document and using Propagate Changes to change the vendor from a Source Currency Vendor to a Home Currency Vendor was not updating the document details for the Currency and the Home Equivalent amounts.  Data Integrity Check has also been updated to detect this error.

• In document entry, if the selling unit of measure did not match the costing unit of measure, the detail Item cost was not properly recalculated, in some cases.

• The Purchase Order Reports, Outstanding Purchase Orders report has been updated. Setting a filter by the Expected Receipt Date was not working. Selecting an Inventory or Sundry Item from the Finder or SmartFinder was not updating the Starting and Ending ranges properly.

Note:The Outstanding Purchase Orders report was not including all of the records.

• There is a new Company Profile option on the Integration tab for JobCost 9.3A: Sent to JC description 2 field.

• PurchaseOrders has been updated to send additional information to JobCost 9.3A including Doc Link and Entry Description Line 2.

• New specification codes have been added:

        D101-Job name 1

        D102-Job name 2

• For JobCost 9.3A, a Default Job-Phase-Category has been added to Edit, Import/Export and Print Sundry Items.  

• If a Sundry Item has been created with a blank ‘G/L Expense Acct’, Document Line Details will default the ‘DB GL Account’ from the Company Profile, Ledger Interface tab, ‘Default Sundry Item Expense Account’. For Job related entries, this account will not be used but it can’t be left blank.

• JobCost 9.3A Job Alerts now appear in Document entry.  

• Import Purchase Orders, Quick Receipts, Receipts and Requisitions now have Job, Phase & Category fields in the Available fields list for Inventory and Sundry Items

• If the Company Profile is set to use “North American Address?, Import Sundry Vendors, Pickup Addresses, Ship/Bill To Addresses, Purchase Orders, Receipts, Quick Receipts or Requisitions will validate State/Province. If Country is imported, it will also be validated.

• A new option has been added to the Company Profile, System Options tab to work with ‘North American Address?’: ‘Normalize Country To’. The options are: Full name, 2 character ISO, 3 character ISO and Never. For Import or Edit for Sundry Vendors, Pickup Addresses, Ship/Bill To Addresses, Purchase Orders, Receipts, Quick Receipts or Requisition and for editing Payables Vendors through PurchaseOrders, if the Country is recognized, variations on Country codes are standardized based on this setting.

Eg. For the Default setting: Full name, CA or CAN become Canada.

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

Version 9.3A | 2019-05-20 (May. 20, 19)

9.3A release notes

·          Compatible with future release of Adagio DocStore.

·          Compatible with future release of Adagio OrderEntry 9.3A

·          The Adagio Login dialog permits browsing to a UNC. The Create database button is hidden unless “/C” is included on the command line. New databases are created with the extension “ADB” or the extension used by existing modules in the selected Folder.

·          A “Backup” button has been added to the Adagio Toolbar. Backup Options select whether the button saves the module data, related data or the entire database and whether exclusive access is required for the backup to proceed. The backup now includes the Automation Batch Folder.

·          Backup options enable automatic or prompted backups prior to performing any critical function such as batch posting or period end functions. You can choose the number of backups that will be saved.

·          Only a single instance of Calculator will be launched when the Calculator button is clicked.

·          User preferences have been added to control the behaviour of double clicking in a Dialog field. You can also choose to apply banding to those grids that do not display Styles and choose a date format to use in the Adagio Grid. Telephone numbers are now formatted in the Grid according to the Company profile option.

·          Installs \Softrak\System\AdagioLauncher.EXE and associates the application with “ADB”, “SAM” and “AMC” extensions. AdagioLauncher will automatically launch the correct Adagio module if an Adagio file is double clicked in a Folder. The user will be prompted to log in.

·          Import and Export Event Budgets. Import allows you to overwrite existing budgets.

·          Outstanding Purchase Orders and Outstanding Receipt Invoice List reports can print to Excel.

·          Invoice/Adjustment Clearing Account used when there are adjustments to item cost from multiple vendors using different Vendor Document dates.

·          Requisition Approval User, Date and Time fields on grids, custom reports and GridView views.

Version 9.2B | 2016-11-29 (Nov. 29, 16)

9.2B release notes
Video demonstration of 9.2B

·    Formatted addresses on documents, Pickup, Ship/Bill To, and Sundry Vendors, including dedicated fields for City, State/Prov. and Country.

·    The Bill To and Ship To addresses are now stored in purchase orders allowing you to enter an address on the document for one-time use.

·    Added Optional Fields to the purchase order Header. PurchaseOrders 9.2B supports Optional Fields at the batch level in a future Payables 9.2B release.

·    The Vendor Name is now available to show in the PO Document List.

·    Adagio ePrint users can view a PDF of purchase orders from the Document List.

·    Added a ‘Find Vendor’ button on the Document Detail dialog to vendors by Name or Phone.

·    Adagio ePrint users can attach a PDF document when emailing purchase orders.

Version 9.2A | 2015-12-04 (Dec. 4, 15)

9.2A release notes

·    Compatible with and required by future release of Adagio Payables 9.2A.

·    The Edit / View Vendor functions in PO support vendor changes in Payables 9.2A. These functions and document entry support the module and function-specific vendor Alerts added for Payables 9.2A. The Find by vendor Phone now shows formatted phone numbers.

·    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.

·    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.

·    Document Filters can now be displayed in Style Priority sequence.

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