•If the option 'Auto-add detail?' is selected in User Preferences, the Quantity fields in Receipt entry will default to 1 to work with Barcodes.

•When the  RMA Add-on is present, Qty on RMA will be displayed in Item Inquiry with Sales and Cost on the Quantities tab.

•With JobCost 9.3A, Shipments will send Doc Links to the JobCost retrieval batch from Inventory.

•The ExcelDirect export button has been included with the following grids:

-Locations

-Categories

-Report Groups

-Control Accounts

-Reason Codes

-Units of Measure

-Tax Tables

•For JobCost 9.3A, Extended price from Shipment entries is included in the IC Retrieval file as information in the Cost Batch.

•With JobCost 9.3A, custom Item Descriptions that are entered or imported into Shipments will be sent to the JobCost retrieval batch.

·          The DocStore PDF viewer has been updated in this release.

·          If the Alternate Price List Items list was sorted by Item Number, Find Alternate Item did not work properly.  There was a Record not found message.

·          Using ‘Edit Item List For Location’ to change ‘Permit Entry?’ to No caused Data Integrity errors if there was Reorder data for that Location.

·          In Adjustment entry, the Stocking Unit of Measure was not displayed beside the Quantity.

·          Import Items can't be used to overwrite and disable the ‘Stock Item?’ field if there are Quantities on Sales Order, Shipped not Costed, on Hand or on Purchase Order.

·          Importing PSV files was failing with Item numbers that include double quotes.

·          In Historical Transactions Inquiry, if a Sort By Range is set for Customer number, the Transaction type will be limited to Shipments or if the Sort By Range is set for Vendor number, the Transaction type will be limited to Receipts.

·          Posting Physical Inventory cost adjustments was causing out of balance GL Transactions, in some cases.

·          The Stock Transfer Audit List sorts the Item details by Record number to match the Stock Transfer Listing report.

·          Update Alternate Price List did not always calculate the Base Prices correctly when the Original Price list was used and the Pricing Units of Measure were different on the Item List.

·          In Automation, the SetSessionDate command has a new noun for: Yesterday.

·          If a user has access to the Maintain Automation Log feature, they also have the ability to view all of the automation logs for any user.

Crystal Reports used in printing Adagio Reports was not fully compatible with the Windows 22H2 update for Windows 11 and for Windows 10, in some cases.

·    Resolved a problem for BOM add-on users when they would use the SmartFinder in the Item Number field in Assemblies.  The error message ‘Internal Error: field [217] of [@N93ABMH98] is not a currency field’ is no longer received.

·    After printing a report set, if the report log was viewed, closing this view did not return the focus to Inventory as the active window.

·    When non-printable characters such as line breaks are included in an item master Description field, this could cause a problem with the Item Status report, giving the error: “Error in file IcStatus. Failed to retrieve data from the database. Details: Database Vendor code -1”. The integrity check will now report this as an error and Rebuilding will remove those characters.

·    A problem in the Inventory could cause a data conversion error: “Conversion failed to complete. Error occurred when checking existence of the I/C Serial Number data file”. This has been resolved.

·    When an item was used as the Master Bill of Material item with multiple BOM records that use different build quantities and an Assembly was created using a BOM for this item other than the first record, the Assembly quantity was incorrectly checked again the first BOM record. This could result in an incorrect error, “Quantity must be a multiple of the build quantity” when in fact it was correct.

·    When no Physical Inventory worksheet data files existed, this caused a problem printing most reports due to how AdagioOBCv3 looked for these files while loading tables. A change to the dictionary for loading files with wildcards fixed this problem.

·    When printing a report set directly to the AdagioV3PDF driver and choosing to cancel printing the report from the PDF Save A screen, you are now prompted to cancel printing just that report or the entire report set. This choice is written to the report log.

·    The Assembly Transaction Listing report was not calculating costs correctly when the BOM Master record had a build quantity other than 1. Amounts were significantly too big. This has been fixed.

·    When adding component items to a Bill of Materials, the component item’s details would be cleared if the grid was selected or tabbed to prior to Adding the component item.

·    When adding Master items to an Assembly entry, if ‘Display items with insufficient quantities?’ is selected on the Entry Header, you will be warned on save of the detail record if there is insufficient quantity of components for the build.

·    There were integrity errors caused by a rounding error in Assembly Entry. It caused a difference between Total Cost on the Assemblies List and Total Cost from the list of Master Items.

·    After conversion to Inventory 9.3A, depending on the contents of the Reference field, the Assembly Audit List report was missing the section that printed the master BOM item information. This has been corrected, also for converted records when the reference was allowed to be blank.

·    If Plus Inventory had been converted to Adagio Inventory without first completing and clearing old purchase orders/receipts, conversion to Inventory 9.3A failed. Conversion will now complete; however, there may be warning during conversion related to duplicate records.

·    For Alternate Price List Items, Category may be left blank to use a value from the Master file. New Alternate Price List Items and Create Alternate Price Lists have been updated to default to a blank code.

·    Adjustment & Stock Transfer entries were incorrectly showing integrity errors fr blank Locations in some cases.

·    When exporting items and fields from the Secondary Item Master file were positioned before those in the Master Item file (eg. Primary Vendor Item or Comments), the results for the Master Item fields were from the preceding item record.

·    When the number of work files in the data folder exceeded a maximum, a Database Vendor Code: -1 error was generated.

·    When integrated with Adagio DocStore and editing the PDF attachment to replace it with a different PDF, the source PDF is no longer deleted unless the Move option when attachment was selected.

·    When printing report sets directly to the AdagioV3PDF printer driver, the PDF file name as save location is now saved to the Report Set log.

·    The Data Integrity Check now reports a Warning if an item has an invalid unit of measure assigned to it and Verify Unit of Measure is enabled in the Company Profile. This only affects the integrity check in Inventory and not the check performed by Adagio DataCare.

·    Database conversion to Inventory 9.3A was incorrectly clearing the extended cost values from the Assembly Audit List report data file.

·    When the Stock Card report was printed with the Separate Locations option and transactions for one location spanned across a page break, sometimes the running Quantity Balance column would reset at the page break resulting in incorrect quantities on the second page.

·    The progress bar for Export Physical Inventory Worksheets went over 100% in some cases.

·    When using Excel Direct on the Stock Card report for separate locations, the export no longer generates a null date of Dec 31, 1899 for locations that do not have any activity for the item in the specified date range.

·    The 64-bit version of Adagio GridView (if available) is launched from the Adagio menu and for custom Views added to the Inquiries menu. The 64-bit version makes use of more memory (if available), allowing for views on larger databases and it can be faster. Note: This is not yet supported on Adagio Cloud.

·    The Find button on the grid in the Edit/View Items functions is now enabled when a filter is applied. You can use the Finder and Smart Finder to search within the filtered grid.

As of the release of Inventory 9.3A, this feature is also in the current versions of OrderEntry, PurchaseOrders, Invoices, and SalesAnalysis. It is automatically enabled when Inventory data is version 9.3A.

·    It is easier to choose the correct field from tables with large numbers of fields in the Column Editor. You can now sort the list, restrict the list using the data type you are searching for (Text, Date, Amount and Value), and type in some text likely to identify the field. Use the Select the Type option on the Select Fields dialog to show fields of that type.

·    Refresh Sample Data function has been added to the Help menu. It allows you to refresh single and multi-currency sample data to its original state at install time.

·    The Date, Time and User have been added at the bottom of all messages. These fields provide useful information on screenshots of messages.

·    Phone numbers are displayed formatted on grids if the Format Phone Number option is enabled in the Company Profile. Works in Edit Locations also.

·    Installs the new SP25 version of the SAP Crystal Reports runtime engine for .NET Framework used to print/preview reports. This may require a workstation install for all stations that run Adagio, regardless of whether Adagio Inventory is run from a station. See the Installing section below for details.

·    Installs a new version of the printer driver used to print documents and reports to PDF. The new driver name is AdagioV3PDF. This driver uses novaPDF version 10.

·    Added new ‘Invert’ button to the Maintain Documents screen invoked from the paperclip button when attaching or maintaining documents for Adagio DocStore users. The Invert button sets the order of the documents displayed in the grid to the reverse of what is currently seen (eg. by default, the most recently attached document will display first in the grid). The Invert button also changes the PDF sequence numbers.

·    Added new ‘Newest Last’ option to the Maintain Documents screen invoked from the paperclip button when attaching or maintaining documents for Adagio DocStore users. By default, documents are displayed in the grid in the order they were attached, with the most recently attached document shown first in the grid. Enable the Newest Last option, to quickly have the documents in the grid display the oldest document attached first in the grid (i.e. the opposite of the default display).

·    When Adagio DocStore is integrated, report sets can now be emailed to selected recipients, with PDF or Excel file attachments for each report.

·    New automation command nouns have been added to allow attaching report set PDF/Excel files to the email with the automation log results. This allows reports from multiple applications to be attached on a single email. The EmailPDFAutoLog has Overwrite/Attach and Append/Attach nouns to include PDF/Excel files from report sets. A future 9.3A release of Adagio Console is required to use this feature.

·    Added ‘Outlook’ option in Email Setup. This corrects a problem where you could not send email using the ‘MAPI’ setting or you had slow performance sending emails if you use Outlook and Windows 10 in some cases.

Edit / View Inventory Items

·    Edit Barcodes has been added to the Edit, Item Maintenance menu. Barcodes may also be added from Edit Item, on the Units tab or they may be Imported. Barcodes must be unique but multiple Barcodes may be added for an Item/Unit of Measure.  The 40-character Alt. Description field may be used to differentiate the item, eg. it may be used for color or size. The Alternate Description will override the Item description on items when the 24-character Barcodes are scanned or entered in Transaction Entry. If it is left blank, the Item Description from the Item or Alternate Price List item will be used.

Barcodes may be displayed in Item Inquiry from the Vendors/Barcodes tab.

·    If Barcodes are present, they may be entered or scanned everywhere there is an Item number field in Inventory, OrderEntry, Invoices and PurchaseOrders. Edit Physical Inventory will display a Barcode field under the Location to aid Inventory Reconciliation.

·    Barcodes for an item can be entered using Item edit. There is a Barcodes list on the Units tab. Use the Insert key to add a new barcode, and the Delete key to delete one. Double click or Spacebar to modify an existing barcode. On edit, you can only modify the alternate description. The barcode group is disabled if you have no security rights to add barcodes.

·    New fields, Total Cost and Average Cost, have been made available to Item grids, including Finders and SmartFinders. To display these fields in a GridView view, you need to use new tables IC Item Master GridView or IC Item (1) GridView, with the Translate Fields property enabled.

·    The Doc Type code is translated on the Item Inquiry with Sales & Cost, Purchase Orders grid. Also for Historical Transactions Inquiry as well as Transaction History for an Item, Trans type is now Transaction source and type.

·    Edit Items, Alternate Price List Items and Edit Category have been updated to immediately validate the value for:
- Discount percentages to be between 0.00 and 99.99.
- Markup percentages can be greater than 100 (not greater than 1000), but not less than 0.00.

·    Edit Alternate Price List Items has a Sort by (Price List/Item) and the list can be restricted based on the Sort by option selected. Note: In MultiCurrency data, if the Sort by is Price List, the Currency code must also be set.

·    You can attach PDF documents to items when integrated with Adagio DocStore.

Transaction Entry and Posting

·    All transaction entry functions allow multi-user entry, closing a transaction without requiring immediate posting, and printing a Listing prior to post.

·    Added Transaction Optional Fields. They are defined on the Optional Fields tab in the Company Profile. They can be entered for all Transaction entry types. They are written to history.

·    Barcodes can be scanned or entered within the Find Item screen in Transaction Entry functions.

·    Using Barcodes allows defining an alternate description that will override the item description on transactions when scanned.

·    Transaction entry has Total fields, now that multiple items can be included together in a single transaction entry:
- Shipments: Total Price and Total Cost
- Adjustment: Total Cost, and Total Hash Qty
- Stock Transfers: Total Cost (excluding Cost to Prorate), and Total Hash Qty
- Assemblies: Total Cost (Variable + Fixed) and Total Hash Qty

·    Transaction Reference fields can now be Auto-generated using settings in the Company Profile to assist in ensuring unique values as required. Different reference formats may be created for each transaction type. Combine text with translated codes such as for date or user. The %ref code will use the auto-incrementing sequence number, and %ref# (eg. %ref5) will pad the value with zeros to make # equal total digits. Choose either the Session date or System date if date codes are used.

·    Added the option 'Auto-add detail?' to User Preferences. It applies to all transaction types. If you turn this checkbox on, each time you add new items to the end of a document, Adagio Inventory will call up the New Detail dialog box for the next item. This allows you to add the next item right away without clicking New or double-clicking at the bottom of the Item list. This speeds up the process of adding new items considerably.

·    All transaction types now have an Item Inquiry button to look up the full information, with or without Sales and Costs as security allows.

·    Item Description fields can be added to Entry grids in Shipments. This is new to Shipments, Adjustments, Assemblies and Stock Transfers only.  Receipts did have it in Edit Detail.

·    Multiple Transactions can now be selected in all transaction grids for the purpose of deleting, posting, or including in the new Listing report.

·    Reason Codes have been added for all transaction entry functions. Posting writes the Reason Code to history. Physical Inventory Reason Codes are also written to history.

·    The Reference/Receipt number has been enlarged to 24 characters. Note: for FIFO/LIFO items, Costing Lots will only be updated with the first or last 6 characters of the Reference/Receipt number. In the Company Profile, set “Update IC buckets with” to choose whether it is the first or last 6 characters.

·    For Adagio BOM users, OrderEntry Day End now writes all 12 characters of the OE Invoice number to the 24-character reference in IC 9.3A Adjustments and when posted to IC Transaction History.

·    Adjustment posting now has an information message for 'Adjustment posting complete.' This is the same as all the other functions, with or without auto-print posting journals/audit lists.

·    While Assemblies is open, the last Location selected is remembered. The Detail location defaults from the Header location. If Adagio BOM is installed, the Location (Component) and Master Location both default from the Header Location.

·    Transaction entry now supports the ability of copying an unposted transaction to a new one.

·    Excel Direct has been added to the Receipt Details grid.

·    Receipt entry supports the longer vendor name (40 characters) in Payables 9.2A and higher.

·    9.3A adds Security Group security to the Add, Edit, Delete and Post buttons for Receipts, Shipments, Adjustments, Stock Transfers and Assemblies transactions. Security groups will work on posted (Active) Receipts but Entered Receipts still have an active Delete button at the Detail level. This matches the way Entry templates in AR & AP control the Detail delete button. Basically, if a group has access to Edit, they can delete at the item detail level.

·    Added Assembly Filters.

·    Date Created and Date Last Edited fields have been added for Transaction entry.

·    Entry type is no longer visible in Shipment entry. If the Shipment detail has a negative quantity, it is a Sales Return. Positives are Shipments. Entry type is respected on Import but, if Entry type is imported, the quantities must all be positive.

·    Transaction grids support Automatic Filter Styles.

·    Find function and Find within filtered lists based on Reference/Receipt number has been added for all transaction types. In 92A, only Receipts had a Find button based on the Receipt number.

Reports

·    All Transaction Entry functions now have a Listing report that can be printed prior to posting.

·    All Transaction types have a Posting sequence saved with their respective audit list reports, so that specific ranges including the most recent can be printed. Posted transactions can now be retrieved to Ledger in separate batches by Posting Sequence.

·    All transaction audit list files now store the item description.

·    The option to purge audit lists after printing has been removed. Audit Lists are now cleared as part of Year End Processing.

·    A new option for the Stock Card report now allows printing the unit cost to 4 decimal precision.

·    The Stock Card report now supports the ExcelDirect Print method. Export the report to a table-formatted Excel spreadsheet, with a predefined file name and save location.

·    The Receipt Listing report now prints the unit weight, and no longer prints the unused quantity on PO.

·    Vendor Item Description has been added to the Vendors report.

·    Print/Consolidate G/L Transactions report now has option for: 'Show description 2'.

·    The Receipt Listing report can now be sorted by Total Receipt Cost in either Ascending or Descending direction.

History

·    You can now drill-down on transaction history records from the grid to open a screen with more information about the transaction than can be fit on the grid, including the GL Details. This is available both from History Inquiry and Item Inquiry with Sales and Costs. Drilldown in Item History shows the Adagio Invoices and OrderEntry Document number.

·    Transaction History now stores these new fields from PurchaseOrders: PO Original Document # (PO), PO Receipt #, Vendor Name, and Vendor Invoice No. Requires PurchaseOrders 9.3A (2019.05.20).

·    Transaction History now stores these new fields from OrderEntry: Customer Name, O/E Document (order number).

·    OrderEntry 9.3A (2019.01.17) and higher write the OE Dayend # into the IC item History Posting Sequence.

·    Transaction History now stores these new fields from Adagio Invoices: Customer Name, Q/I Document field (invoice or credit number), to differentiate from shipments created and posted in Inventory.

·    Historical Transactions now display the Customer Name for Shipment Transactions and the Vendor Name from Receipts entered in Adagio Inventory.

·    Transaction history now stores the unit cost in two separate fields, to two and four decimal precision.

·    The Reference field in the Transaction History data file has been expanded from 10 to 24 characters.

·    Detail Optional Fields are shown on the drill-down screen and can be shown on the history grid.

·    History now stores the date, time and user that last edited and posted each transaction detail.

·    The option to Retain Transaction History has been removed. History will now always be kept for posted transactions.

·    Added Adjustment Reason to Transaction History.

·    The Transaction Type field in the History table has been restructured to make it easier to use for custom reports and GridView inquiries.

·    A new Movement Quantity field has been added to the transaction history table, showing all quantity increases to inventory as positive and decreases as negative. This can be used for custom reports and inquiries without requiring complex formulas for the sign.

Maintenance Functions

·    Shipments from Adagio Invoices may be retrieved into Inventory 9.3A instead of using Import Shipments. The Invoices 93A Company Profile, Batch Entry tab must have the 'Create IC Shipment for' option set to Retrieve. The 'Send to IC shipments' option may be set to 'Reference' or 'Document number'. If 'Reference' is selected, both the Reference and the Document number are sent to the Reference field in IC Shipments. The new Maintenance menu option, Retrieve Shipments, is only visible if Invoices is present. It is only enabled if there is something to retrieve. The automation command RetrieveShipments has also been added for Adagio Console users.

Import/Export

·    Assemblies can now be imported.

·    Barcodes can be exported or imported. This is useful if the UPC code field on items was previously used to store a barcode value.  Barcodes must be unique for the item and unit of measure.

·    Importing Receipts and Shipments now have an option to post immediately after a successful import.

·    New fields are available to include in all transaction import templates: Header Optional Fields, Reason codes, and DocStore links or paths to PDFs.

·    For Import Transactions, Reference number is a required field. It must be imported or auto-generated.

·    Import Shipments requires fewer fields. Date, Reference, Entry type, Extended Price and Extended Cost can all be defaulted.

·    When integrated with Adagio Payments and American Payment Systems, importing Items allows including a commodity code value for use when selling items that are paid by online credit cards within Adagio. The item Commodity Code can be imported/exported for the exceptions for Level 3 Processing.

·    Import Shipments will recognize a positive Det-Quantity Shipped as a Shipment and force the Ext. price and Ext. cost to be positive as well. A negative quantity is a Sales Return, unless the Hdr-Entry Type is imported. Then, the quantity is interpreted in relation to the Entry type. A positive with a 'Shipment' entry will be a shipment. A positive with a 'Sales Return' entry will be a return.

·    The 'Send to IC shipments' option in Adagio Invoices may be set to 'Reference' or 'Document number'. If 'Reference' is selected, both the Reference and the Document number are sent to the Reference field when importing Shipments, to ensure unique Reference values.

·    Primary Vendor Item desc and Secondary Vendor Item desc have been added for import/export items.

·    The new Shipments Default import template supports shipments created by postings in Adagio Invoices 9.3A (2019.03.18) or higher. It is the same as the Shipments Default import template in earlier versions but with the Hdr-Invoices Doc. Link (to support DocStore) and Det-Item Description fields added. The new file created by Invoices 9.3A postings is: ICS93BTH. The Shipments Legacy Default template is the default from prior versions for the file ICSBATCH. It must be used for import files created by other programs in the old format.

·    For Imported Shipments, the Unit Price is now calculated from the Extended Price. Used in IC 9.3A Transaction History.

·    Opening an Import or Export template or processing an Import is logged more precisely in the Application Log.

Miscellaneous

·    The Company tab in the Company Profile has been updated to match the Company tab in Adagio Receivables. It shows the options chosen in AR with formatting and the new address fields for City, State/Prov and Country. Adagio OrderEntry 9.3A can print specifications with formatted Company address lines.

·    For Bill-of-Materials, the default for the Auto assemble option is off.

·    Period End has been added as an Automation Command.

·    DataCare now checks Phase II history even when the Inventory Company Profile, System Options tab, option for 'Bypass transaction history in DIC?' has not been enabled.

·    The Data Integrity Check has improved data checking in Transactions for locations and dates.

·    Company Profile has Contact email and DUNS number. These fields can be printed on OrderEntry 9.3A specifications.

·    Added Transaction Optional Fields to the Company Profile, Optional Fields tab.

·    New option ‘Rounding to nearest’ has been added to the Pricing Options tab in the Company Profile and in the alternate price lists. Inventory shows the effects of Rounding changes in these functions:

- Shipment entry and Import Shipments
- Item Inquiry also shows a rounded Calculated Price in the Units/Pricing tab
- Inquiry on Alt Prices Units is showing the Rounded Calculated Price
- It is also supported in OrderEntry 93A and Invoices 93A

·    The new option 'Display unit cost to 4 decimals?' has been added to the Company Profile, System Options tab.

·    In Physical Inventory, it is now possible to scan a barcode and have the count for the associated item be incremented by the unit of measure assigned to the barcode -- either from the Edit Physical Inventory grid, or when editing the count for a specific item.

·    If the selected Period End or Year End dates in their respective functions are later than today, a Confirmation message will now be displayed: “New [period/year] end date is a future date. Do you want to continue?” If either function is run as part of an Automation process, using a future date will result in failure for the command. This helps prevent accidentally running Period or Year End for a future date.

·    Emailing the automation log now uses Direct when possible rather than MAPI / Outlook, allowing Automation Files and Automation Batches from Adagio Console to run unattended.

·    The Integrity Check has been enhanced to check for Receipts without a Home Currency Code.

·    Sample data has been updated to demonstrate new features in Inventory 9.3A, including Barcodes.

·    When the copy of an item was canceled, if you very quickly edited the original item, the new item number from the canceled copy was displayed instead of the original in some cases. If you saved the item, this resulted in data integrity errors.

·    Added a new option ‘Suppress items with zeroes in all selected periods?’ to the Sales History report. Use this option to reduce the number of pages in the report.

·    In Inventory 9.2A the Sales History report was significantly slower than in earlier versions. It is now much faster.

·    An error occurred when you printed and cleared the Assembly Audit List if you had just built items and the Assemble Master Items function was still open.

·    The Master Item Unit Cost value field position and format on the Bills of Material report has been adjusted to clarify that this value is not meant to be a subtotal of the unit costs.

·    The Report As Of date option for the Tax Tracking report did not work. All tax records were reported.

·    The Physical Inventory Worksheet report, when printed with Item Segment as the first sort, displayed an error and did not work.

·    It was possible to import items with a negative Most Recent Cost by mistake. This is now prevented.

·    The Save and Save As buttons in Import Bills of Material did not work when modifying a Bills of Material import template and the template could not be saved.

·    In the Import Bills of Materials function, the Variable Assembly Cost value for a defaulted field now displays to 4 decimals rather than 2 decimals.

·    Corrected problems converting very old databases.

·    Additional information is written to the application log (SDAPPLOG).

·    ExcelDirect from SmartFinder grids now sends the total of LIFO/FIFO buckets for the Quantity on Hand field.

·    For Adagio DocStore / ePrint users, the ‘Open PDF Document’ option in User Preferences did not work.

·    Posting a Receipt now checks for duplicate invoices in Adagio Payables (9.2A and higher) open batches, current and history transactions. Posting is prevented if a duplicate is found. If a duplicate is entered in Payables after a receipt has already been posted, Day End allows the duplicate to be created in Payables, as in earlier versions, and it must be dealt with there.

·    If you entered a job-related shipment then unselected the ‘Job related’ option, the job details were not cleared from the transaction and caused a problem if it was posted. A warning is now displayed asking if you want turn off the option and the job details are cleared if you confirm.

·    In Inventory 9.2A, there was an Access Violation error when entering receipt transactions if you used all 10 Purchase Tax statuses.

Reports

·    The description for a Price List can now be shown on the Alternate Price List Items grid by selecting the ‘Code Description’ field in the column editor.

·    Cost only negative adjustments were suppressed on the Stock Card report when they should not have been in some cases.

·    In Inventory 9.2A, the Bill Of Materials report printed the component items for all BOM Numbers for each BOM.

·    In Inventory 9.2A, the Item Valuation report printed in summary form did not print the Category Description when sorted by Category or Report Group.

·    The Item Valuation report printed with the ‘Separate Locations’ option had extra page breaks in some cases with Residual Cost Items.

·    In Inventory 9.2A, a problem was corrected where selection by range of a single item number did not work correctly for various reports.

·    An error such as “UFL 'u2lcaps.dll' that implements this function is missing” was displayed in some cases when printing various reports in Inventory 9.2A from a Remote Desktop Server, unless the RDS user had run pre-9.2A Ledger or BankRec versions or any 9.2A Adagio module dated after June 2015.

·    The performance of several reports has been improved when printed for a large number of transactions across a network.

·    In Inventory 9.2A, some reports displayed an error similar to “Cannot open file "\DATA\ICxxnnnnR.DAT". The system cannot find the file specified.” on systems with many Windows users (approximately more than 100).

·    The Stock Card Report printed “garbage” on some pages when a large number of pages were printed (approx. more than 1000 pages).

·    In Inventory 9.2A, if you attempted to print the Inventory Reconciliation report for a Location for which the physical inventory worksheet had not been printed/created you received a cryptic error message. The message now displays as “There is no inventory reconciliation to print for location NNN”.

Import / Export

·    In Inventory 8.1A (2007.08.25) or higher, the export file in Excel format created by the Print Physical Inventory Worksheet report with the ‘Create export file’ option enabled could not be imported if the first segment of the item number had leading spaces with all numeric but no alpha characters.

·    Corrected a problem in export functions where in rare cases there was a false error regarding the range of item numbers entered if the first segment of the item number had leading spaces.

·    A message displayed when the Physical Inventory Worksheet report generated an export file caused an automation job to wait for operator input.

Database creation / conversion

·    In Inventory 9.2A, when creating a database in a folder containing a stand-alone OrderEntry database there was an error during the conversion of the OE Price List file to IC Item file.

·    After creating a new database or converting a very old database when Adagio Ledger is not present in the data folder, an error occurred when retrieving the Inventory batch in Ledger if you printed the batch in Inventory before retrieving.

·    Added Filter criteria 'Before today' and 'After today' for Floating Date Range.

·    The status bar at the bottom of the main window now shows activity of various steps when the program is starting up and the database is opening.

·    The Column Editor screen can be sized. The size is remembered by module on the workstation.

·    Adagio Inventory 9.2A now installs to the \Softrak\Inventory folder and the program name is Inventory.exe. Previous versions were installed in \Softrak\ICWin and had the program name ICWin.exe.

·    Updated splash screen with new Adagio logo and colors. Updated icon and toolbar button images.

Batch Entry and Posting

·    Batch entry supports Job and Estimate styles in finders for Adagio JobCost 8.1C and higher.

·    Supports Payables 9.2A function-specific vendor alerts for Receipts entry.

·    The Job Descriptions and other fields from the Job file can be shown in the Job/Phase/Category finder in batch entry.

Reports

·    The performance of these reports has been significantly improved: Item Status, Price List, Alternate Price List, Selling Price/Margin Analysis, Markup Analysis, and Slow Moving Items.

·    A new ePrint code %CDT is available to put the Report as of/Valuation as of date into either the PDF filename or folder name for reports Item Valuation, Slow Moving Items and Tax Tracking.

·    Adagio Inventory’s standard reports are now created using Crystal Reports 2013, replacing the Crystal Reports 8.5 Print Engine (CRPE32.dll). The module’s management reports are now stored in \Softrak\Inventory\StandardReports. Revisions to these reports should be placed in \Softrak\Inventory\ModifiedReports. Custom reports to be added to the Reports menu should be stored in \Softrak\Inventory\CustomReports. Reports must be edited or created using Crystal Reports 2011 or 2013 and Adagio ODBC for access to the data files. Users will notice minor changes to some of the visual elements in the module and a new Print Preview window. The size and position of the Print Preview window are now remembered between sessions by user, so the Workstation Options controlling this function have been removed. Exporting to an Excel spreadsheet from the print preview window has been significantly improved. The Report Tables Drive settings and Crystal tables in the \QRASP folder are not used by version 9.2A modules.

·    An updated version of Adagio PrintTool (PT) is installed in \Softrak\PrintTool. PT allows you to print / preview custom reports without needing to run Crystal Reports itself or without placing the report on the Custom Reports menu in an Adagio module, and allows reports to be placed on the Windows desktop. PrintTool 9.2A prints custom reports created with Crystal Reports 2011 or 2013 only. Adagio ODBC must be installed to create custom reports but is not required to print custom reports. Your Adagio dealer or consultant can create custom reports for you and deploy them at your site. PT allows you to specify a report to print on the command line using the /r parameter. This allows Adagio automation batches to print custom reports (to printer – a future release of PT will allow automation batches to print custom reports to PDF). PT does not require registration with Softrak Systems but does use Adagio Lanpak licenses. Note: PT does not print reports created with Crystal Reports 8.5 for Adagio. Existing version 8.5 custom reports must be converted before they can be printed by 9.2A.

Miscellaneous

·    Added Excel Direct button on Purchase Orders tab in the Item Inquiry with Sales and Cost function.

·    Added Excel Direct button to grid in Price Lists Codes function.

·    New export templates created for Excel format default the file extension to .XLXS rather than .XLS as in prior versions.

·    The Data Integrity Check (DIC) saves results for the last 9 previous runs in files ICWINERR01..09.dat (where .dat is your company data file extension). The current DIC information will always be in ICWINERR. If you do check/rebuild/check without closing the DIC function the results are appended to the same file.

Problems Fixed

·    Copying items set the Pricing options to defaults from the Category rather than copying them from the original item.

·    After running the Import Physical Inventory function, the cost value displayed or printed for increases may not have been the Most Recent Cost until the item was edited.

·    When the Item Valuation report was back-dated and the option ‘Restrict to non-zero qtys and costs’ selected, it did not include items with negative cost.

·    Corrected the Selling Price/Margin Analysis report. For items with discount policy of Markup/Amount/Customer type and Markup/Amount/Qty purchased, it printed the markup amount in the Discount/Markup price column instead of printing the discount/markup price. This resulted in incorrect negative margins.

·    The Selling Price/Margin Analysis report printed for the Alternate Price List used Most Recent Cost, Net Item Cost and other fields from the base item rather than the price list item and may have printed an incorrect Margin % calculation.

·    The Alternate Price List report was incorrect for Markup pricing in some cases when the ‘Pricing summary only’ option was selected. The prices for all levels printed as zero.

·    Totals were not labelled on the Physical Inventory Reconciliation report when it included items ‘On hold’.

·    The Physical Inventory Reconciliation report header showed selection and sort criteria from the Physical Inventory Worksheet report.

·    The Consolidated Locations Stock card report was not correctly calculating the Item opening cost in some cases. It left out locations or it started with the ending cost in some cases.

Enhancements and revisions in Adagio Inventory 8.1E (2015.02.24)

   Imported shipments were using the Inventory AP clearing account from the company profile for all items. For non-stock items only, the AP clearing account is now being retrieved from the IC control account set. Note that this affects shipments being Retrieved from Adagio Invoices.

   Inventory 8.1E (2014.07.22) was made to be compatible with a future release of Adagio Payables 9.2A. Earlier versions of Inventory will not open if Payables 9.2A data is present. However, there was still a compatibility problem with Payables 9.2A in that release. Receipts did not show the list of invoices in the Invoice Number finder field for 9.2A vendors. This has been corrected. Inventory 8.1E (2015.02.24) or higher will be required for compatibility with Payables 9.2A.

Enhancements and revisions in Adagio Inventory 8.1E (2014.07.22)

   Compatible with future release of Adagio Payables 9.2A.

   When selecting items based on the Quantity on Hand field for LIFO/FIFO costed items in the smart finder, the quantities in Lot 1 were used to check the criteria rather than the total of all Lots. In addition, although the total quantity in all Lots was shown in the smart finder grid, the quantity exported via Excel Direct was Lot 1 rather than the total of all Lots.

   In the Edit Location function, on the Item Range tab, an error message stating the start of range cannot be greater than end of range was incorrectly displayed if the ending item number had more trailing blanks in a segment than the beginning item.

   In the Assemble Items function in Inventory 8.1E, if you had Adagio BoM installed, when you entered an item number the finder positioned at the top of the list instead of at the correct item.

   The information line for 'Residual cost for items with zero quantity' was moved down below the Report Total and changed to ‘The Report Total includes Residual cost for items with zero quantity.' to make the report totals more clear.

   When entering a GL Account / Department, validation did not work and no warning was given when you entered a Department that did not exist for an Account if that Department did exist for the next highest Account. For example you had account 8000-150 and the next account in the chart is 8001-250, then entering 8000-250 did not give a warning.

   In Inventory 8.1E, the Item Valuation report showed incorrect Selling Price and Recent Cost when printed with the option 'Consolidated Locations' and with 'Valuation As Of' for the current date (i.e. not backdated).

Enhancements and revisions in Adagio Inventory 8.1E (2014.04.28)

   In Inventory 8.1E (2014.03.30), if you had formatted items (multiple segment item numbers) with a leading blank(s), the Data Integrity Check reported false orphan record errors for the item locations. Rebuilding these false errors resulted in making some items inactive at the location(s) setting quantities to zero for the items. Note: DataCare did not have this problem when checking IC data.

   When running on Remote Desktop Services (Terminal Services), after printing the Physical Inventory Worksheet with the 'Create physical inv. adjustment workfile' option enabled, you received an error when printing most reports from other modules until you logged out and back in.

   In Inventory 8.1C or higher you could not print the Adjustments Audit List report if the Stock Transfers Audit List report was disabled in the Security Group.

   An error was displayed when installing to a 2-Terabyte drive or larger, although the install completed without problems. The error has been changed to a warning.

Enhancements and revisions in Adagio Inventory 8.1E (2014.03.30)

New Features

   Full compatibility with Adagio Console. Supports Automation when Adagio Console is installed. Automation allows you to automate many functions in Adagio modules, including posting, importing, printing reports, backup and integrity check, etc. across modules, and view, print or email the results from an automation log.

   Adagio ePrint users can view PDFs of Adagio Invoices and OrderEntry invoices and credit notes associated with Shipments and Returns from the Item Inquiry with Sales and Costs function. The documents open in the new Adagio PDF viewer.

   Supports the Auto-fill GL account and department options in Ledger 9.1A.

   You can now add item notes when adding a new item without having to save the item first.

   Added BOM Item and BOM fields to the Transaction History record. These fields are updated by the automatic assembly of master items from Bills of Material during Day End in OrderEntry and/or Import Shipments (typically from Adagio Invoices) if Adagio BoM is installed. The BOM Item field allows you to track which master item the component items were used to assemble. The BOM field allows you to track which BOM created the transactions for both the master item and component items for an assembly in the case of master items with multiple BOMs. The new fields have been added to the ICW81 table and can be used in custom reports created with Crystal Reports for Adagio.

   The Edit Bill of Materials and Assemble Master Items screens can now be resized, allowing more component items to be shown.

   A grid showing the component items for the master item and BOM Number selected has been added to the Assemble Master Items function. The column editor can be used to show desired fields from the component items on the grid.

   Total On Hand, On PO and On Sales Order fields for the master item selected have been added to the Assemble Master Items function. Totals for the master item Location selected are also shown.

   The master item Description field is now available in the column editor for the finder in the Assemble Master Items function. This makes it easier when using finders to locate the master item.

   The From Location and To Location field names on the Assemble Master Items screen have been changed to Component Loc and Master Loc.

   Added ExcelDirect button to the grid in the Edit Physical Inventory function.

   The Shade Color for reports found in the Report Options tab in User Preferences now uses the full color pallet rather than just 8 solid colors.

   Added a new composite table 'I/C Items Master (1, 2, 3)' to the Inventory dictionary, with a link on vendor to allow GridView views to include the vendor name using Insert Related Column.

   Added several new IC specific Styles for use in item filters.

   The Data Integrity Check results now include the version/date of the program, for example: "Adagio Inventory 8.1E (140330)".

   The Open Data screen can be sized horizontally to allow you to see the full data path.

   A 'Report set' button has been added to the toolbar.

   The F1 key now launches Help when no windows are open.

   New splash screen with an updated look.

   The Help | About screen has been redesigned and includes a link to documentation page for the module that shows New Features, What's New video and manuals. It now has a Consultant tab showing the contact information for your Adagio consultant if they have enabled this option at your site.

   You can now delete the default import and export templates so they will not be selected accidentally instead of the correct template. If you delete all templates, you will receive a warning and when you reopen the import/export function, the defaults will be restored.

   Added Created Date/Time/User fields to the item record for use in grids, finders and GridView.

   Grids, filters, and finders now show the lookup values instead of the raw data values for several more typed fields in various tables. The lookup values are also available in GridView when the ‘Translate coded fields’ option is on.

Problems Fixed

   You could not remove or edit dates for reorder buckets in the Edit Item function.

   If your item number format is single segment, deleting an item with notes, where the item number was not the full length allowed, deleted notes from other items in some cases.

   For formatted item numbers, if you added an item in Adagio Inventory (or other modules) by copying and pasting the item number and you inadvertently included a CR/LF, the item was added and could be seen in grids and finders in any module but when selected an error displayed saying "Record not found". This is now prevented. If this has occurred, the Data Integrity Check detects and rebuild removes these items.

   PurchaseOrders writes a Sundry vendor code to an IC item if the company profile is set to 'Update IC primary vendor' when creating and saving a PO detail. The Edit Item function verified the Vendor Codes against Payables only and forced a clear if the Vendor field was edited and it contained a Sundry vendor. Sundry vendors are now supported.

   The Unit Cost displayed on the Edit Shipment screen was incorrect if you changed the Unit of Measure.

   Two character currency codes were not recognized for Alternate Price List items.

   In the column editor for the Edit Items function the Qty on SO and Qty on PO fields were reversed.

   The Item Dimensions fields on the Units tab in the Edit Item function did not obey the Implied Decimal setting in User Preferences.

   The Column Editor was not available on the Notes grid in the Edit Items function and did not show any fields in the View Items function.

   Several problems that caused incorrect information on the Backdated Item Valuation report have been corrected.

   Item numbers and names were being suppressed on the Item Valuation report that should not have been when printing 'Items by Location', in detail, with 'Restrict to nonzero qtys and costs'.

   For the Bills of Material report printed with the 'Include costs' option enabled, the Unit Cost column total was incorrectly printed as the Assembly Cost column total.

   With the ''Suppress 0 qty items' option enabled on the Physical Inventory Worksheet report, inactive items were correctly suppressed but were not suppressed when the worksheet was exported to Excel.

   If you do not have Adagio Ledger, when you printed the G/L Transaction report and cleared it the error message "Critical Error: [1212] invalid path to data directory" was displayed.

   Importing new items in rare cases caused the Data Integrity Check to report the error "reorder summary does not match totals from locations".

   Import bill of material causes a Data Integrity Check in some cases..

   If you have Adagio ePrint, when converting to 8.1D if you answered Yes to the question asking to enable ePrint, the option, 'Allow PDF print?' was not enabled in the Company Profile.

   If you have Adagio ePrint, the message "Do you want to turn on Allow PDF printing for this dataset, and enable PDF Printing for all users?" is displayed the first time you open a database after converting from an earlier version of Inventory. However, if converting from versions earlier than 8.1C, the PDF settings were not made.

   Day End created a Payables invoice batch entry where the discount rate percentage was multiplied by 100 if custom terms with a discount were used and the invoice was paid within discount period.

   When ‘Warn period end’ is turned on in User Preferences and a period end had been run in the last 30 days, in some cases, a warning was displayed saying period end needed to be run when period ends had been done monthly. The program therefore calculated the period end frequency incorrectly.

   The Data Integrity Check reported an error "Size of formatted item does not equal size of segments", if the item number format had leading and trailing separators, for example" #XXX-XXXXXXXXXXXXX:".

   The Item Locations Reorder table was not being checked by the Data Integrity Check.

   In 8.1D (2012.01.26), the 'Bypass transaction history in DIC?' option did not work - history was always checked.

   The 'Warn only' and 'Disallow' options in 'Validate closed periods' in the Company Profile were not respected in the Item Assembly function.

   Physical Inventory was using the displayed Average Cost rounded to 2 decimals rather than the calculated Total cost / Qty on Hand to the required precision.

   The number of Previously Opened databases (saved by user) was increased from 25 to 100.

   When creating a new Security Group in 8.1D (2012.01.26), Report Sets was missing under Edit and there were blank nodes in the menu tree.

   In some cases Alt-X exported the grid to Excel when 'Enable SF export' was off in the User.

   Report Favorites allow saving Reports with specific options chosen. Click the Favorite button (a star icon) on any report dialog to create a Favorite. Favorites for a report can be accessed from the report dialog in a drop-down field. Favorites can be private to the Adagio user or public for use by all users. Private Favorites are yellow, Public Favorites are blue. Added Favorite Reports and Print/Delete Favorites functions to the Reports menu. Multiple favorites can be defined for the same report.

   Report Sets allow the grouping of Report Favorites into a single print job that will run unattended. Report Sets may be printed to printer or PDF files (if Adagio ePrint is installed). Report Sets can be private to the Adagio user or public for use by all users. Report Sets may be launched from a command file or a scheduled Windows task by running ICWin.exe with the parameter /R followed by the Report Set (ex. /RMonthEnd). A progress dialog lists the reports in the Report Set, the printing status of each, the destination folder, filename and conflict strategy. A log is generated that records the printing status of each report in the set. Use Report Sets to automate the printing of your daily or month end reports.

   You are now prevented from entering post-dated transactions for Receipts, Shipments, Adjustments, Stock Transfers and Assemblies. This prevents accidental entry of dates in future. There should be no circumstance where a post-dated transaction would be valid in Adagio Inventory. If future date is entered an error appears and the date is set to the Session Date. If accessing the data with a Session Date earlier than Today, and the transaction date is later than the Session Date but earlier than Today, then the date is allowed with no error.

   If you sign on with a Session Date more than 30 days from Today a warning is displayed to help prevent accidentally entering a date in the future.

   New program icon and toolbar buttons provide a cleaner look and differentiate this new version visually.

   The Adagio menu now includes the module from which it was selected to allow you to quickly open another instance of the same module.

   Most Access Violation (AV) errors are now recorded by module in an exception log text file. The file is located in the program folder for each module. For example: \softrak\icwin\icwin.error.log or \softrak\ledger\ledger.error.log. When any Adagio module with a date in 2012 is installed the exception log is enabled for all other modules. An AV error is a generic error that can occur in Windows applications. This occurs when a program tries to access memory that cannot be addressed, which can happen for many reasons, including software or hardware/network problems. The address, program (EXE or DLL), form, and version information contained in the log will assist Softrak in tracing a problem if the address is located in the Adagio application code.

   The System Status function can create a snapshot of detailed information about your Adagio installation and package it in a single zip file that can be sent to Softrak Technical Support or your Adagio dealer to assist them when answering questions or tracing problems. The information includes: Adagio install logs, program INI files and logs, system INI files and logs, directory listings of Adagio folders, versions and dates of all Adagio programs and system files. The zip does not take any of your Adagio database files. To create the snapshot zip file, select System Status in the Help menu, proceed when prompted and click the System Snapshot button at the top left of the Status of System screen. There is an option to create an email and attach the zip. The zip file is in the \softrak\system folder, located on the drive where Adagio is installed. The filename contains a date and time stamp, and is of the form AdagioSnapshotYYYYMMDD_HHMM.zip.

   The Adagio Data Source (ADS) writes to log files containing “last access” information about each workstation using Adagio, including the date, time, Adagio User ID, Windows User ID, Windows version and system settings. There is one log file per workstation, with a filename of <computer name>.log, containing one entry per Windows user who used Adagio. The log files are kept in the StationLogs subfolder, on the EZTasks path, typically \softrak\system\stationlogs. The log files are included in the System Status snapshot zip file.

   The Help | About screen has been redesigned and includes a link to documentation page for the module that shows New Features, What's New video and manuals.

   When Inventory is opened after installing an upgrade, a dialog is displayed with a link to a short video highlighting the new features. The dialog is displayed for each user until they tick 'Don't show this message again'. The video also be viewed anytime by visiting the Softrak website. Note: the dialog also appears when Adagio is installed at a new site.

Problems Fixed

   When you deleted an item, its history transactions were not deleted if the item number did not use the maximum number of characters (i.e. had blanks at the end). After this occurred the Data Integrity Check reported errors and rebuilt the data (i.e. removed the orphan history transactions).

   Corrected a problem in the Find functions on Alternate Price List Items in Inventory 8.1C (2011.07.13) when single-segment item numbers are used.

   Corrected a problem in the finder in Inventory 8.1C (2011.07.13) when a Price List code was entered and you then partially entered an Item Code or selected a different item in the item finder. When the item was selected from the finder, the Price List code field changed and the alternate item was not found, resulting in the error 'Record not found'.

   When you copied an inactive Alternate Price List item to a new Price List item you received an error saying the original item was inactive and the new item could not be saved.

   The vertical scroll bar was cut off at the right on the item smart finder window on Vista and Windows 7.

   If you printed the Physical Inventory Worksheet for items that were not active at a Location and the 'Allow items at all locations' option was not enabled, when you exported the worksheet you received the error "The starting field is greater than the ending field", rather than a message indicating the actual problem. The message has be corrected to "No items allowed at Location, export cannot continue".

   If you printed the Physical Inventory Worksheet when one (and only one) item was active at the Location, the worksheet could not be exported to Excel although the report showed all the items.

   The 'Suppress 0 qty items' option on the Physical Inventory Worksheet did not work for single-segment items numbers.

   If you printed the Assembly Audit List from the menu choice but were prevented from doing so because the Assemble Master Items function was open you could not build master items until you closed and reopened the database.

   You can now print the Assembly Audit List when the Assemble Master Items function is open.

   After importing Bills of Material the Data Integrity Check reported errors.

   After importing Bills of Material where the Unit of Measure for the Build quantity was different than the stocking unit for the Master item, when you edited the BOM an error was displayed indicating the conversion factor for the Unit of Measure had changed and would be reset.

   The DataCare integrity check for Inventory 8.1C reported false errors in the Bill of Materials table.

   The error message displayed when a user attempts to log in when the Security Group for the user does not exist indicated a different Security Group than the one actually missing for the user.

   If the smart finder window for items was sized smaller than the width required to display the extra field when searching by 'In the range of' , the Search, Excel and Print buttons were not shown until you sized the window and reopened it.

   Several minor problems and inconsistencies with other modules related to ePrint functionality in Inventory have been corrected in this release. This includes some small new features. If you are using Adagio ePrint, Inventory 8.1D or higher is recommended.

   Installs a new version of the Adagio Data Source (ADS) that fixes a problem where you receive an error saying you are out of Lanpak licenses when this is not the case. The Licensed Users field on the Help | About screen in Adagio modules showed a huge and incorrect number of licenses in use in some cases when this happened. This error occurred in some cases when you used the Edit Item or Edit Customer functions in OrderEntry 8.1D (2011.09.29) or 8.1E (2011.12.15), or Invoices 9.0B (2011.11.02).

   When running any Adagio module that installs vitalEsafe (or WebSafe as it was previously known as) on a Windows 7 (or Vista) station, in some cases the auto-workstation install ran every time you started the application, even if you had done a workstation install. This happened if the user was not an Administrator on their own machine (the default for a new computer) but rather a Standard user, and User Account Control (UAC) was on, and you had not installed any module with a release date of October 2011 or later and done a workstation install for it on the station. This has been resolved. To resolve this problem for ALL other modules, install any module with a release date of October 2011 or later and do a workstation install for it on the station.

Problems fixed

Install Changes