Adagio Inventory Change log

Adagio Inventory
9.3A | 2021-05-26 (May '21)
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Release Notes
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    ·    Attempting to retrieve a shipment from Adagio Invoices gave an error 1212, due to the program looking for the existence of a dictionary file not yet available. This has been corrected.

    ·    Physical Inventory wasn’t calculating unit cost correctly in some cases, when costing method was FIFO or LIFO.

    ·    Conversion to Inventory 9.3A was failing with old datasets with DOS PO Receipt headers.

    ·    Categories could not be imported in some cases.

    ·    Finders and SmartFinders on the Vendor number field were incorrectly showing the message, “There is no data available for this field” when Payables data was 9.3A.  This affected Edit Items, Receipt entry and some reports.

    ·    Receipts with the Type of Entered can no longer be changed to the Type of Complete.  Posted Receipts with a Type of Active can be changed to Complete.

    ·    If Shipments for 0 quantity have been added to the Invoices retrieval file, Inventory will retrieve them without errors.

    ·    NOTE:  Import has changed for this 9.3A Service Pack and prior Hotfix. Refer to the Import File Format changes in the online Help and on our website. 

    ·    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.

Adagio Inventory
9.3A | 2019-10-23 (Oct '19)
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Release Notes
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    ·    Compatible with Adagio DocStore. Items, transaction entry and transaction history including viewing documents from OrderEntry, Invoices and PurchaseOrders.

    ·    Item Inquiry with Sales and Costs has Doc Links for Documents listed on the Purchase Orders tab.

    ·    For DocStore users, the glasses graphic was added to tabs on the Edit and View Items functions and the Receipt Transaction entry function to highlight the fact that the DocStore view / attach buttons are available on the screen for those tabs.

    ·    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 Day End, Period End, Year End, Post Inventory Reconciliation (after physical inventory) and Retrieve Shipments. You can choose the number of these backups that will be saved.

    ·    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.


    ·    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.


    ·    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.


    ·    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.


    ·    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.

Adagio Inventory
9.2A | 2018-05-12 (May '18)
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Release Notes
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    ·    Compatible with future release of Adagio Receivables 9.3A.

    ·    Corrected Finder problem for multi-segment item numbers with leading blanks.

    ·    Corrected behavior and messages in Enter/Edit Receipts when the vendor is left blank, related to the ‘Allow invalid vendors?’ option in the Company Profile. With the option enabled, the warning message “The vendor code is blank. Do you want to continue with the post?” is displayed. With option disabled, the message “Vendor number cannot be blank.” is displayed and posting is prevented.

    ·    Assembling a Master item having a component item with a residual negative total cost produced a negative Most Recent Cost (MRC). If the component item has a zero quantity and negative residual cost, and the user allows quantity to go to negative, the MRC of the component item is used. If the component item has a negative quantity, the MRC is used for assembly and determining the Master item MRC. Component items with a negative quantity but positive cost, or positive quantity but negative cost, should not be assembled.

    ·    In the Edit Bills of Materials grid, the Additional cost (Variable Assembly Cost) now displays to 4 decimals rather than rounding to 2 decimals.

    ·    The Smart Finder on the Alternate Item Number in the Edit Alternate Price List Items function did not find any items.

    ·    Changes made to the grid on the Purchase Orders tab in the IC Item with Sales and Costs inquiry with the Column Editor were lost when the Edit or View Vendor functions were used.

    ·    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.

Adagio Inventory
9.2A | 2017-06-08 (Jun '17)
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Release Notes
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    ·    Compatible with Payables 9.3A and required by Payables 9.3A for compatibility.

    ·    Compatible with and required by future release of OrderEntry 9.3A.

    ·    The finder on the GL Department field is now restricted to the departments for the account selected.

    ·    The GL Department Description is now available to be added to the GL Account finder with the Column Editor.

    ·    If Inventory 9.2A (2016.04.25) was installed but recent versions of OrderEntry 9.2A or PurchaseOrders 9.2B were not, there was an error using the smart finder on the Item Description field.

    ·    After posting Physical Inventory in Inventory 9.2A, users were prevented from using other functions, including posting in OrderEntry, and received locking messages until Adagio Inventory was closed.

    ·    Day End caused integrity errors in Payables 9.2B when invoice batches were created in Payables. The errors did not affect accounting and could be rebuilt by the Data Integrity Check.

    ·    Added an * beside the ‘Item opening qty/cost’ on the Stock Card report. Note *: These amounts are calculated from the current total quantity on hand / total cost by working backwards through the transaction history for all locations.

    ·    Added a note to reports when they are printed backdated. *** Note: If Receipts and Invoice/Adjustments have been posted in Purchase Orders but have not been processed, items on backdated reports will not show correct costs until P/O Day End processing is completed.

    ·    In Inventory 9.2A, users were prevented from using other functions, including posting in OrderEntry, and received locking messages after printing various Stock Control and Analysis reports until Adagio Inventory was closed.

    ·    When you are in the middle of printing and/or consolidating/clearing the GL Transaction batch report, other users are prevented from retrieving the batch in Ledger until you complete the process.

    ·    In Inventory 9.2A, the Item Valuation report did not print the Location Description field in some cases.

    ·    Component items having a negative quantity and negative cost reported incorrectly on the Bills of Material report.

    ·    In Inventory 9.2A, if Adagio Ledger data was not present, the GL transactions were not cleared after printing the report and responding ‘Yes’ to the prompt to clear transactions.

    ·    The Report Groups report did not sort correctly if Report Groups of varying length were used.

    ·    After installing Ledger 9.2B (2016.08.10) or SysUpdater (160809), temporary files created on workstations by printing reports were not deleted in some cases, although this did not cause any problems.

    ·    Non-AP vendor codes are now allowed when importing items if 'Allow Invalid vendors' is enabled.

    ·    Import Items now prevents you from importing a negative amount for the Most Recent Cost.

    ·    Added Email Setup function to support Direct email for Adagio Console users, allowing them to use Direct for the EmailPDFLog command in automation batches rather than MAPI, which requires operator input.

    ·    Installs an updated version of the AdagioPDF driver. The updated driver name is AdagioV2PDF and will appear in Windows Control Panel, Devices and Printers. When installs are performed from a Remote Desktop Services connection to Microsoft Server 2016 or from a Windows 10 station, the security warning related to the AdagioPDF printer driver no longer appears.

    ·   Dialogs are rendered properly on Ultra High Resolution displays when the font size is anything other than 100% of normal on Windows 8.1 or higher.

Adagio Inventory
9.2A | 2016-04-25 (Apr '16)
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    ·    This release is Adagio Cloud ready.

    ·    Inventory 9.2A (2016.04.25) supports a future release of Payables 9.2B and (if used) will be required by Payables 9.2B for compatibility.

    Edits and Inquiries

    ·    If Adagio RMA is installed, the ‘Qty on RMA’ is shown in the grid on the Transactions tab of the Inquiry with Sales and Costs function.

    ·    If after adding a new Alternate Price List item you copied an existing item to a new Price List, there was a warning message indicating that item already existed when in fact it did not. The item was created.

    ·    In Inventory 9.2A, support for .GIF image file types was lost. A .GIF file could not be selected from the browse and editing or viewing an item with a .GIF image entered in a previous version resulted in an error.

    ·    If you have PurchaseOrders 9.2B, the Item Inquiry with Sales and Cost function did not display the purchase order details correctly on the current or archived documents grids.

    ·    In Inventory 9.2A, the BOM Item and BOM Number fields were blank on the Transaction History inquiry in the Inquiry with Sales and Costs and the Transaction History function. The fields in the database where correct.

     Transaction Entry and Posting

    ·    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.


    ·    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.

Adagio Inventory
9.2A | 2015-05-15 (May '15)
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Release Notes
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    General Features

    ·    You can now start other Adagio modules from toolbar buttons showing the icon for the module. This allows easy switching between Adagio modules. If a module is running against the same company data, Adagio will now just switch to that running instance, rather than launching a second instance. Toolbar buttons can be rearranged under File | User Preferences, or by dragging the buttons around or off the toolbar itself.

    ·    Adagio Inventory now logs user activity within the module, including login, menu choices and batch New, Edit, Copy, Delete and Post. Audit logs may be viewed with GridView.

    ·    The Edit / View Items grids now display the total number of records, as well as a count of the displayed records when a Filter is active. An Ignore Style Color button has also been added. Click this button to toggle the grid between no color and Style colors or no color and banding (if it is enabled in User Preferences).

    ·    Vendor Filters can now be displayed in Style Priority sequence. Added ‘Display Priority’ field to the grid in the Edit Account Filters function. This makes it easier to tell the sequence in which Styles will be applied. The setting of the sort option is saved by user.

    ·    Grids may be “banded” with a user selectable color and banding frequency set under File | User Preferences. Filter Styles may be disabled and replaced with regular banding if desired.

    ·    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.


    ·    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.


    ·    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.

Adagio Inventory
8.1E | 2015-02-24 (Feb '15)
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    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.

Adagio Inventory
8.1E | 2014-07-22 (Jul '14)
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    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).

Adagio Inventory
8.1E | 2014-04-28 (Apr '14)
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    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.

Adagio Inventory
8.1E | 2014-03-30 (Mar '14)
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    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.

Adagio Inventory
8.1D | 2012-01-26 (Jan '12)
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       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

       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.

Adagio Inventory
8.1C | 2011-07-13 (Jul '11)
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Release Notes
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  • Installs the AdagioPDF printer driver. All reports and printouts from Adagio can be printed to the AdagioPDF printer to create a PDF document in the data folder.

  • Supports the features in Adagio ePrint. When ePrint is installed you can print reports to PDF files in configurable folders determined by the Report Type (General, Transaction or Audit). Fields can be embedded to establish the file and folder names (User, Session Date, System Date, Time). Click the ePrint button (red "EP" icon) on any report dialog to print the report to PDF. The Paperless Reports option forces all reports to be printed to PDF. Reports can be printed to PDF and attached to an email (MAPI) with a single button click.

  • On the Open database dialog you can now use Alt-B to open the browse and Alt-F (for Favorites) to open the previously opened list. In previous versions you had to use the mouse to select the folder buttons.

  • Alt-X now selects the Excel Direct button on grids where it is available. In previous versions you had to use the mouse to select Excel Direct.

  • The vitalEsafe upload progress dialog has been improved and the progress bar now accurately shows the percentage. It is no longer necessary to install the vitalEsafe patch.

  • Added an Average Cost field to the Edit Item screen (except for FIFO/LIFO items). It is displayed in the Costing Units selected. In previous version the Item Inquiry function had to used to see the average cost.

  • If there is only a single Unit of measure on file (for example "EA" for each) the field is now defaulted when adding Alternate Price List items, adding items, entering receipts and entering shipments.

  • If there is only a single Location on file it is now defaulted when entering transactions so that the user does not need to select it.

  • You can now allow a user to edit item notes while preventing them from editing, adding or deleting items. Added the 'Edit Item Notes' option to Security Groups. If the user belongs to a group that does not allow access to Edit Item there will be an 'Edit Notes' button in the Item Inquiry functions if this option this option is enabled.

  • Inventory now supports the vendor code options 'Uppercase vendor codes', Auto-fill, Auto-format, etc. in Payables 8.1B or higher.

  • Invoice batches in Payables created by posting receipts in Inventory now update the new Batch Created Date, Time, and User fields in Payables.

  • Added the table 'I/C Acct (Indexed)' to the dictionary. It is an indexed version of the 'I/C Accounts' table (a sequential file) that is maintained in parallel for use by Adagio GridView, allowing views to link to the table by Control Account.
  • Problems fixed

  • The reorder data shown on the Reorder tab in the Edit Item function was incorrect in many cases in 8.1C, both for individual locations and the summary shown for all locations when the Location code is left blank. Also, the Period Starting date was blank or corrupt in some cases. The problem with dates likely only happened if the item reorder data was originally created or updated with certain older versions of Inventory. Importing reorder data by location did not update the first Period Starting date in the item file. If any of these problems have occurred, the Item Edit function will now correctly display the reorder information in any case. The conversion to 8.1C now detects and corrects these problems. The Data Integrity Check (DIC) also detects and rebuilds these problems. If you use DataCare to do all your DICs, you must run the DIC in Inventory at least once to detect any problems in the reorder data. If problems are detected, do a rebuild and then run DIC one more time to ensure all errors were successfully rebuilt. The sample data has been updated to correct the reorder data.

  • The back-dated Item Valuation reports was incorrect for items where receipt adjustments had been posted in Purchase Orders for Adagio. In addition, a receipt adjustment with a quantity increase and cost adjustment posted in Adagio Inventory was also incorrect (receipt returns were correct). The item valuation report was adding cost when it should be subtracted. This caused the back-dated Item Valuation reports to be incorrect for the item.

  • When a receipt entered in Adagio Inventory was adjusted to change the cost (but not the quantity), a receipt adjustment record was not posted to the transaction history file. This caused the Transaction History and back-dated Item Valuation reports to be incorrect for the item. It has been corrected but the back-dated Item Valuation report will continue to be incorrect for the item.

  • The Bills of Material report did not work properly after installing OrderEntry 8.1D if you did not also install Inventory 8.1C and continued to use an older version of Inventory.

  • The Location entered on the Reorder tab in the Edit Item function is now defaulted to the first active location on file rather than blank.

  • If you had the 'Allow items at all locations' option enabled, when you created a new item and entered a Pick Sequence, when you made this item active at a location (Edit Items and Location tab, Item Maintenance / Item List for Location, or post a receipt for that item at a location), the Pick Sequence from the Master item did not display in the Pick Sequence column within Item Inquiry and the Quantities tab. Instead, blank appears as the Pick Sequence.

  • When you tried to delete a FIFO/LIFO item that had offsetting quantities in buckets totaling zero you received an error saying the item could not be deleted because quantity is not zero. Such items can now be deleted.

  • When the 'Auto insert new items' option was on, after adding the first new item, the item fields for the next were defaulted with information from the item that was highlighted on the grid rather than from the item that was just added.

  • If the Inventory 8.1C (2010.12.24) Hot Fix was installed, when you added a new item but used an item number that was already on file, you did not receive the warning about it being a duplicate until you saved the item and thus the information you just entered was lost. The warning is now given as soon as you enter a duplicate item number.

  • Making items active at location does not display Master Item pick sequence in inquiry.

  • Inventory 8.1C (2010.11.04) added the ability to show item number segments as separate fields in the smart finder but it was not working.

  • The Data Integrity Checker (DIC) in 8.1C reported an error in 'Completed' receipts if you edited an item and changed the Unit Weight. The DIC now only checks 'Active' receipts and reports an error when the weight of an item in a receipt does not match the weight in the item.

  • In 8.1C (2010.11.04) a record locking error message occurred when importing items (only if no item filters were defined) and you were unable to complete the import.

  • The Find option was available on the right-mouse popup menu on item grids when a filter was enabled.

  • Optional Amount fields always had Implied decimals on and did not respect the setting of this option in User Preferences.

  • The Receipt screen and New Detail screen positions are now remembered when the 'Save window position' option is on.

  • When entering an item assembly the Location(s) from the previous build are remembered for the next build in the session.

  • On a new database created with Inventory 8.1C the reorder data was not being saved with the location.

  • Find located the incorrect item in the Alternate Price List Items grid in some cases when there was an alternate item for multiple currencies.

  • Using the item smart finder in the Edit Physical Inventory function for a database with 10 or more locations in Inventory 8.1C caused the program to freeze in some cases if you edited more than 9 locations in the same session.

  • Inventory 8.1C could not create an inventory database by converting the Price List from a stand-alone Adagio OrderEntry database.

  • For filers based on a range of a right-justified field (such as customer number, single segment item number, vendor number, etc.) additional records were selected that should not have been. For example, if the range is from 1 to 2, then not only would records 1 and 2 be selected, but also 10, 11, 100, 101 etc. You will need to edit and save any existing filters using a single-segment item number to correct them.
  • Install Changes

  • This version moves toward our goal of a more Windows 7 friendly environment for installation. If you are installing to a mapped network drive that is normally accessible, but you cannot see it during the install when attempting to select a drive or folder, you can now install by browsing to the correct folder using the Universal Naming Convention (UNC), for example \myserveraccounting. This avoids having to adjust the User Account Control settings, which requires you to restart your computer and temporarily grant Administrative privileges to the user if they are not an administrator.

  • This version simplifies installation by removing any consideration of the location of the Report Tables Drive (RTD) by the install and program in virtually all cases. Therefore the install no longer prompts for the RTD.

  • The install writes to the master install log file "AdagioMasterInstall.log" in the softraksystem folder. An entry is written to this log when any full, upgrade or SP for any Adagio module (with a release date of March 2011 or later) is installed. It shows the version installed and the version being replaced, the name of the Windows user who did the install and the rights for that user. An entry is also written to the log when an updated version of the Adagio Data Source (ADS) is installed, showing the version installed and the version being replaced. This log can be used to quickly determine the install history for all Adagio programs.

  • When you select the 'Backup Files' option during an install, the replaced files are now saved in a subfolder named YYYYMMDD in the BACKUP folder, under the programs destination folder (rather than the BACKUP folder itself, where extensions need to be changed to .001, .002, etc. when there are multiple versions of the same file).

  • The install includes an option allowing you to skip creating entries under Windows Start for cases where you will be manually creating an icon for the user to start Adagio and do not want them starting from Windows Start. During the install, uncheck the option 'Start Menu programs'. This avoids having to delete or change the Windows Start entry that would have been created.

  • The install no longer checks the Opportunistic Locking setting (Oplocks) on the workstation.

  • The Opportunistic Locking setting (Oplocks) on the workstation is no longer checked when the program is started.

  • The System Status function in the Help menu (chksys.exe) no longer prompts you to disable Oplocks. It displays the current Oplocks setting and allows you to change it. The 'Check R/W Status', 'Check Specific Folder' function now supports UNC browse, whereas before you would have had to turn UAC off to use it.

  • SetServerForAdagio and SetReportsTablesDrive utilities have been updated. The latter should virtually never be needed at an Adagio site once any Adagio module dated March 2011 or later has been installed.

  • The auto-workstation install that is triggered when you start an Adagio application on station (if a workstation install is required but has not been done) eliminates unnecessary installs of the AdagioPDF printer driver and vitalEsafe. If these features have already been installed by the workstation install for another application they do not trigger a workstation install in other applications.

Adagio Inventory
8.1C | 2010-11-04 (Nov '10)
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Release Notes
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  • Compatible with Adagio BoM Add-on product.

  • Added Import and Export Bills of Material functions.

  • The Data Integrity Check reports master items with inactive component items.

  • Added Filters check box beside drop down in item edit and view to allow you to easily toggle filters on and off without having to select a blank filter from the drop-down.

  • Item Number segments can be shown as separate fields in the smart finder. In the initial release of 8.1C they were added in finders and item grids but not available in the smart finder. The field names are set to the Segment Name fields from the System Options tab in the Company Profile.

  • The Update Alternate Price List function now allows you to set the Item Description to the description from the base item. This can be used to propagate a description field change or correction to all items on the alternate price list. When "Update using" is set to 'Original price list' the additional option "Description" is available in the Update combo box. It updates the description in the alternate price list from the base price list.

  • In some cases in Inventory 8.1C for databases with a relatively large number of items in inventory, after using the Find function for items, when you used the Find function again and typed in a item number (rather than selecting it from the finder grid) the immediately preceding item in the grid was opened instead of the correct item.

  • For those grid columns in the Items grid that are covered by the Apply Styles or Filters window when the filter / style is applied or removed there was a definite delay in re-painting the grid.

  • After converting to 8.1C from earlier versions, the Reorder information displayed blank in the Edit Item and Item Inquiry with Sales and Costs functions in some cases.

  • The Transaction History tab in the Item Inquiry with Sales and Cost is no longer available if the user is not permitted to access the Transaction History function.

  • When editing an Alternate Price List item in OE you are no longer prevented from editing a different alternate price list item in IC.

  • If Adagio Payables 8.1B was used with Inventory 8.1C, the finder on the vendor field in the Enter/Edit Receipts function did not work and an error message was displayed. This was not a problem if Payables 8.1C was used.

  • Filters and the item style were not updated for new items added "on the fly" in transaction entry functions or new items imported.

  • An error occurred in some cases when adding a new item "on the fly" in the Enter/Edit Receipts and Enter Shipments functions.

  • When previewing the Physical Inventory Worksheet, a message to overwrite an existing physical inventory reconciliation falsely appeared when the previous reconciliation was fully completed. This has been corrected.

  • The Overstocked Items report did not show overstocked items when it was printed for a range of all items and all locations, with 'Quantity greater than maximum level' or 'Quantity greater than projected sales' options.

  • On the Reorder Report in 8.1B and earlier versions, if an item had a non-zero Qty on sales order and the Qty on hand was less than this, then this item would appear on the report to order the difference, even though no Reorder data had been entered for the item. This functionality has been restored for 8.1C.

  • Corrections were made to the Shipment Audit List report, including line spacing and sub-total lines printing on top of GL distributions.

  • When a new database is created it will now include the pre-defined default Item Filters.

Adagio Inventory
8.1C | 2010-07-16 (Jul '10)
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Release Notes
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  • Fully compatible with Windows 7.

  • Compatible with Adagio Invoices 9.0A. Inventory 8.1C requires Invoices be at version 9.0A (if used). It is not compatible with earlier versions of Invoices.

  • Supports the scaling text feature on Windows 7 (previously referred to as 'Large Fonts'). To increase the font size, from the Windows 7 Control Panel select Appearance and Personalization, Display, and 'Set custom text size (DPI)'. Enter a scale percentage and turn off 'Use Windows XP style DPI scaling'. You must off your computer and log back in for the change to be applied. Note: The option 'Use Windows XP style DPI scaling' must be off, and changing the scaling will cause your Windows desktop to be rearranged.

  • Extensive improvements have been made to the grids and finders used to select items to view or edit. Item grids can be sorted by Item Number or Item Description using the right mouse context menu. The Column Editor allows you to hide inactive items when the grid is displayed in item number sequence. The Find button allows you to locate an item by entering the Item Description (without case sensitivity). A 'Find Item' button has been added to the detail screen in all transaction entry functions. If an inactive item is located and these records are suppressed from the grid, the user is warned the item is inactive and is able to activate the item (if the user has permission to edit items, otherwise the entry must be canceled).

  • Adagio OrderEntry 8.1C (2010.05.07) or higher and Adagio Invoices 9.0A or higher support find by description and inactive item functionality when Inventory 8.1C data is present.

  • Item Number segments can be shown as separate fields in grids and finders. The field names are set to the Segment Name fields from the System Options tab in the Company Profile. These fields are also available in GridView after installing Inventory 8.1C.

  • Column Editor settings are now saved by grid by user by database.

  • Option to print Active items only has been added to report dialogs these reports: Item Status, Overstocked Items, Slow Moving Items, Price List, Selling Price/Margin Analysis, Markup Analysis, Sales History, Alternate Price Lists, and Alternate Items,

  • Added new function User Preferences under the File menu. It allows you to set certain options by user that were previously global, including options previously found under File | Options, Reports | Report Options and from the Company Profile (company background color and On Start-up functions). The preferences can optionally be set for all users and preferences can be printed. If no individual user preferences have been set up for a user, all preferences originally set for the Adagio System Administrator, user SYS, will be used.

  • The option 'Auto-advance smart finder' has been added (in the User Preferences function). It controls whether the focus is on the previously found grid or on the search criteria field when the smart finder is opened. Select the option if you want focus to be on the next row in the grid, allowing you to press F6, Enter and select each item in turn through the found list. Turn it off if you usually want to search by new criteria each time the smart finder is invoked. In either case the position is advanced in the grid each time the finder is opened. When the smart finder Grid is opened, you can toggle the focus between the Grid and the selection criteria by pressing F6.

  • The option 'Implied decimal' has been added (in the User Preferences function). Turn the option on if you want a decimal automatically entered before the last two digits. For example, typing 400 in an amount field and tabbing to the next field will result in the number being changed to 4.00; typing 400.00 and tabbing to the next field will leave the number as 400.00. With the option off, typing in 400 will result in the number being changed to 400.00 (the behavior in previous versions). Percent fields and exchange rate fields are not affected by this setting. The setting is by Adagio user, for all companies, and when set in any Adagio module, it is set for all Adagio module versions that support it.

  • The option 'Alphabetically sorted field list' has been added (in the User Preferences function). Turn this option on if you want field lists in the Column Editor and Filters sorted alphabetically.

  • Optional Fields have been significantly improved with the addition of edit controls to validate optional field entry within and across an Adagio module(s). Users can control whether a text field, combo box or Finder field is used to validate optional field entries. Data can be restricted as to length and case. Fields shared between modules (such as Adagio Receivables Customer optional fields in Adagio OrderEntry) will automatically inherit the same validation rules. Module by module control of field entry and validation is available.

  • You now have explicit control of how an item record is displayed in any item selection grid. File | Edit Styles allows the creation of named styles with a colored background and font color. User control of font attributes bold and italic are also supported. Named styles may be assigned to individual items by editing a record or importing the style you wish to use. The style controls the display of an Item on the grid. Use this feature to highlight low stock levels or newly received items in inventory. Adagio Styles are shared globally between all Adagio modules and company datasets.

  • Display just the records you need in your main Item selection grid. User defined filters can select and instantly display item records that meet specific criteria in a user specified sequence, ascending or descending. Column settings are saved by grid for each filter by user by database. Up to 5 selection rules can be defined per filter. Compare data elements to a constant value (YTD Sales > $10,000), another data element (Standard Cost < Most recent cost) or, in the case of dates, to a “floating date range” (Last receipt date in Last 30 days). A 'Week starts on' field has been added to System Options tab in the Company Profile. Grid filters may be public or private. Item filters can be refreshed automatically when a Data Integrity Check is performed or on demand. Styles can be automatically applied to records that belong to a specific group, making it easy to identify important records according to criteria that you choose. The Display Style may also be set manually in the Edit Item function. The manual and automatic style code for the item print on the Item Status report in the Profile section. The Apply Styles function in the Maintenance menu allows you to apply multiple filter styles simultaneously.

  • Data Integrity Check (DIC) will automatically refresh all filters and reset all filter Styles used based on the Style priority set in the item filter. For items that no longer meet any filter criteria, any filter style previously assigned to them is removed and reset to the Standard style. No messages or warnings are given in the DIC.

  • You can now specify a desktop background color, image and/or text constant to display on the Adagio desktop. Use this feature to display your company logo. Use the text strings to make the company name prominent on the desktop. Any JPG or other graphic image can be centered or stretched to fit on the main program desktop. These settings are made on the Appearance tab in the User Preferences function.

  • You can now maintain reorder data by Location for items, including Minimum and Maximum, Reorder Quantity and Projected Sales. You can edit the reorder data in the Edit Item function on the Reorder tab or in the separate Edit Reorder Data function by entering a Location. A future release of Purchase Orders for Adagio will let you auto-generate purchase orders by location.

  • The Reorder and Overstocked Items reports can now be sorted and printed by a range of locations. Each of the reports now has 2 ranges, allowing it to be printed by Item/Location, Location/Item or in other combinations. If you choose other fields such as Category/Report Group, the report will print sorted by Category/Report Group/Item/Location. Note: The 'Reorder data' option on the Item Status report prints the total of all locations for the item.

  • The Import and Export Reorder Data functions now include the Location field. The default template has changed to include the Location field as it must be included in the import file or defaulted.

  • Dimension fields (W x L x H) for the item and for its packaged dimensions have been added to items. The units of measure are set in the 'Dimensions unit of measure' field on the System Options tab in the Company Profile. The dimensions print on the Item Status report in the Profile section. Future releases of Adagio OrderEntry and Adagio Invoices will support these fields, including the ability to print them on orders and other documents.

  • Added an Excel Direct button to the Edit Item and Item Inquiries grids.

  • Excel Direct from grids now has a progress bar and cancel for grids with a very large number of rows.

  • Excel Direct (from finders, smart finders and from grids in some modules) can be configured to export an ASCII CSV file (instead of sending data direct to Excel) and start an application that automatically opens the file. This allows export when Excel is not installed and provides support for other spreadsheets such as Note that unlike Excel Direct there is no formatting with CSV. To enable this functionality, entries must be made manually in the file softraksystemssi2xl.ini. Refer to the Configuring Excel Direct to Export to CSV section for details.

  • The Help | About dialog now has a 'System Info' tab showing the version and path to various DLLs used by the program.

  • Import/Export supports Excel® 2007 format (.xlsx) allowing for greater than 65,535 rows in import and export files. Spreadsheets no longer need to be saved in Excel 97-2003 format (.xls) before they can be imported.

  • 15 Tax Levy fields have been added to items on the Pricing tab. In OrderEntry 8.1C a feature was added to automatically add a flat or percentage surcharge for items and print it as a detail line on invoices. For example, for recycling fees on electronics. To accomplish this the Tax Base for the Jurisdiction in the Tax Group was set to charge tax on 1 of the 2 user specified cost fields in the item. There was a limit of 2 different fees per item, limiting the feature to supporting 2 jurisdictions if the fees were different. The addition of 15 Tax Levies in the item allows for up to 17 different jurisdictions. OrderEntry 8.1C (2010.05.07) or higher is required. The Tax Levies have been added to the Item Status report.

  • Listing button added on the Group Setup window prints all options or enabled options only for a range of groups.

  • The 'Overwrite records?' and 'Add new records? options in the Import Physical Inventory Worksheet function have been removed, as the existing worksheet is always replaced on an import (unless there is an error during import). In addition, the message warning that the worksheet for the Location will be replaced has been updated to indicate that it will only be replaced if the import completes with no errors.

  • The subtotals on the Item Valuation report printed sorted by Category Code, Item Segment, or Report Group with the 'Restrict to nonzero qtys and costs' option selected, totaled only the positive quantities and did not subtract the negative quantities.

  • The Item Valuation report printed with a 'Valuation as of' date backdated from today, with the 'Restrict to nonzero qtys and costs' or 'Restrict to positive qtys and costs' option selected, excluded zero quantity as of the run date (today) instead of the valuation date.

  • The Item Valuation report printed with a 'Valuation as of' date backdated from today, with the 'Restrict to nonzero qtys and costs' or 'Restrict to positive qtys and costs' option selected, and printed as Items by Location in detail format showed extra lines without item numbers or descriptions in some cases.

  • The Item Valuation report printed as Separate Locations, with the 'Restrict to nonzero qtys and costs', had an incorrect Location subtotal. The Item Valuation report printed as Items by Location, with the 'Restrict to nonzero qtys and costs', had an incorrect Item subtotal. The Report Total was also incorrect for these reports.

  • The Item Valuation report did not show the cost of items if the items currently have 0.00 cost and quantities at locations are not also 0. Consolidated Locations was affected for backdated reports. Items by Location and Separate Locations reported the correct quantity but not the cost. If the current cost of an item is 0 but the quantities at locations are not also at 0, the cost of an item will be calculated using the Most Recent Cost.

  • The default column titles for the Archived Documents grid on the Purchase Orders tab in the Item Inquiry function did not match the actual fields in the columns.

  • The Data Integrity Check can now rebuild "Item location file is out of sequence" errors.

  • Typing the Adagio user password on the Open dialog displayed the characters very slowly when on a network in rare cases.

  • The Enter Adjustments function did not allow multiple users in version IC8.1B, even when the 'Single user adjustment entry?' was turned off on the System Options tab in the Company Profile.

  • The Reorder Report now has the item number and description on a separate line, which allows more of the description field to be shown.

  • The Data Integrity Check (DIC) changed non-stock items that had Quantity on PO greater than zero to be a stocked item. The item could not be easily changed back to a non-stock item because not all quantities stored with the item were zero. The DIC no longer checks the Quantity on PO for non-stock items.

  • If the 'Auto print audit list after post?' option was on, an error occurred in the Assemble Master Items function if you did a second assembly without first closing the function.

  • The Item Assembly function now checks the active status of component items and displays a message indicating assembly is prevented if any on the items are marked inactive.

  • When an inactive customer is selected from the finder or entered in the Customer field of the Enter Shipments function a warning is displayed.

  • The Bills of Material inquiry screen did not update the fields when the Next and Previous buttons were clicked.

  • The 'Inventory Control (I.C.)' total was wrong for Stock Transfer on the Transaction History report in multi-currency databases.

  • If you cleared a Shipment by deleting details and blanking out the customer number you still could not import shipments and received the message "There is a shipment in progress. The shipment must be processed or cleared before importing can occur."

  • In Item Edit, on the Vendors page, the width of the Additional Information fields has been increased to show more of the 75 characters allowed.

  • The Composite Dictionary @Z80C has been updated to include changes made for 8.1C for use in Adagio GridView. The dictionary name changes to V3 (Adagio {Composite Tables 8.0C V3}). Views made using "IC Item w Add, Item Loc, Category ( @Z80C201 )", "IC Item w Additional ( @Z80C207 )" and "IC Item w Additional, Category (@Z80C200)" may need to be updated.

Adagio Inventory
8.1B | 2009-12-10 (Dec '09)
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Release Notes
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  • Excel Direct (from finders, smart finders and from grids in some modules) can be configured to export an ASCII CSV file (instead of sending data direct to Excel) and start an application that automatically opens the file. This allows export when Excel is not installed and provides support for other spreadsheets such as Note that unlike Excel Direct there is no formatting with CSV. To enable this functionality, entries must be made manually in the file \softrak\system\ssi2xl.ini. Refer to the Configuring Excel Direct to Export to CSV topic in the Readme help for details.

  • Added 'Report Preview Options' in the File | Options function to allow you to set the default preview zoom factor (percentage) and preview window state (full screen or partial screen) for previewing reports to screen. These settings are saved by workstation. Note: this applies to previewing reports only (but not previewing statements/letters).

  • The Export Physical Inventory Worksheet function now sets the 'Qty counted (stock unit)' field to -1. The Import Physical Inventory Worksheet function skips any item with -1 in the 'Qty counted (stock unit)' field and the worksheet is not updated, leaving the quantity on hand unchanged. A zero in the 'Qty counted (stock unit)' field sets the quantity on hand to zero. In Inventory 8.1B, setting the count to zero skipped the item, and if the physical count was to change the quantity on hand from non-zero to zero, you could not import this change but had to enter it manually. The import function no longer allows import of a negative 'Qty counted (stock unit)', except as noted for -1 to skip the item.

  • If there are errors during any import function, the error message dialog displaying the error (e.g. "Errors have been written to the log file C:\softrak\data\xxIMPERR.ddd.") now allows you to view or print the log file.

  • The Import Physical Inventory Worksheet function now warns that it will replace the current worksheet for the Location (e.g. "Worksheet for Location NNN already exists. Import recreates the worksheet. Proceed?"). It now also prompts you to post after the reconciliation has been imported so that it does not become out of date or get replaced accidentally before it is posted (e.g. "Worksheet for Location NNN has been successfully imported. Post worksheet?").

  • The Import Physical Inventory function now always has validation on. Without validation it ignored errors, thus considering the import successful and replaced the worksheet with incorrect or partial information. If there is an error during the import the worksheet is no longer replaced.

  • The Export Physical Inventory Worksheet function did not adhere to the 'Suppress 0 qty items' option on the Print Physical Inventory Worksheet function.

  • When you entered Alternate Units in the edit item function the program did not verify that a Conversion Factor was also entered if you did not visit that field.

  • If you made an item active at a location in the Edit Items function (Location tab) when creating new item and the used the Default, or made the item active in the Item List for Location function, or posted a receipt for that item at a location, the Picking Sequence from the item did not display in the Item Inquiry (Quantities tab) and was blank. There was no problem if you used the Edit Picking Sequences function to set the Picking Sequence.

  • The 'Last access' date was not updated if the program was started from the Adagio menu of another application or from an icon with parameters that bypassed the login screen. Therefore the field was not up to date on the login screen the next time you started the program.

  • The Bills of Materials (BOM) inquiry function was missing from security Groups.

  • In Inventory 8.1B, the Base Price always showed as 100.00 and the Discount / Markup Price as 0.00 on the Selling Price/Margin Analysis report for multi-currency databases in Inventory 8.1B.

  • In the Adjustment entry function in Inventory 8.1B, if you tried to post adjustments while another user was entering adjustment transactions, you received the error "Critical error – unknown error deleting data set.".

  • Item Inquiry for POs grid now shows the 'Quantity Received' by default.

  • Added the option 'Single user adjustment entry' to the System Options tab in the Company Profile. In Inventory 8.1B the adjustment entry was changed to allow multiple users to add adjustments. However, that disrupted the adjustment entry procedure at some sites. When the option is off and there is a user in the Adjustments function, other users will receive a message when they attempt to open the function.

  • In Inventory 8.1B, posting an adjustment to a LIFO/FIFO costed item was changed to not update the Receipt info (Receipt Date and Receipt #).on the Lot, allowing the original receipt information to show on the Costing tab in the Item Inquiry with Sales and Costs. However, these fields were not cleared when the quantity and cost on the lot were adjusted to zero. They are now cleared in this case and running the Data Integrity Check will clear these fields if needed.

  • The program attempted to create the file SPELL.INI in the \windows folder if it was not there already, even though the Adagio spell checker maintains this file in the \softrak\spell folder. This caused errors at sites that do not grant the user full permissions to the local \windows folder.

Adagio Inventory
8.1B | 2009-07-14 (Jul '09)
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Release Notes
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    The Adagio Inventory 8.1B release adds full Adagio Receivables 9.0A feature compatibility and the generic features found in AR 9.0A compatibility upgrades to other products that were missing in the 8.1A (2009.02.17) Service Pack released for basic AR 9.0A compatibility. The changes and improvements to Adagio Inventory with this release are significant. To make it easier to review the various changes that have been made, we have grouped them by function in this release note.

  • The Adagio Open Data Dialog has been significantly improved. The Previously Opened database list is now saved by Adagio User rather than for all users. The first time an existing user or a new user logs into Adagio Inventory 8.1B they will be asked “Would you like your historical company access list set up?” Answer yes to have all entries from the Previously Opened list from your prior use of Inventory copied for your use. The Open Data screen and Previously Opened database list now show the date the database was last opened by the user. You may also elect to have Adagio save your Adagio User Id and Password and default them when logging into Adagio. The saved information is based on your Windows authenticated user name. This option may be turned off by editing softraksystemADS.INI and adding the lines:

  • Options have been added to open several different functions when the program starts up, including item edit, item inquiry, receipt entry, and shipment entry. Imports can be automatically processed on start up.

  • Added option 'Warn if date entered in a transaction is more than 'x' days away from session date' on the System Options tab in the Company Profile. Use this option to help prevent entering an incorrect session date when logging into Inventory.

  • Removed the warning ‘These audit lists have transactions’ message on start up. This warning is no longer needed as purging the audit lists is no longer required to update history (a change made for 8.1A). History is updated when transactions are posted.

  • Adagio Inventory will optionally create a backup of related data whenever a Data Integrity Check completes without errors. Adagio Inventory will offer to create a backup of a database prior to applying any “fix” as a result of the “Rebuild” option being selected to repair damaged data. Backup details are written to the log file.

  • The multi-currency files for single currency databases are now backed up when you backup a ‘Complete Dataset’.

  • Backing up ‘related data’ now includes the Payables and Purchase Orders data files.

  • The Item edit/inquiry screen is larger, allowing for larger fields, and can now be sized to allow room for grids to display more rows.

  • Alt Keys have been added for tabs on the item edit and item inquiry screens.
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  • The item now records last edited by Date, Time and User. This information can be shown in grids and Adagio GridView.

  • Added a Copy button on the Edit Alternate Items grid.

  • Added Location, Reorder and Sales History tabs in the main item edit function. These tabs provide the same functionality as the separate edit menu functions Item list for location, Reorder Data and Sales History, allowing all item related edits to be completed in a single edit function. The separate edit functions existing in previous versions remain. Security for the new tabs is controlled by menu access settings in the Group for the existing functions.

  • Added a Find button in the Edit Categories function.

  • You can now make an item active at locations within the Edit Items function. If 'Allow items at all locations' is not set in the company profile, the possible item statuses are 'Active' and 'Inactive'. If 'Allow items at all locations' is set, the possible statuses are 'Active' and 'On demand'. The 'On demand' status means that the first time a transaction is posted (in any function or module) the item will be made active at the location (this has always been the case), i.e. on demand. Locations can be multi-selected in the grid and status changed by clicking the Active/Inactive button or toggling with the spacebar.

  • The finder (Find button) is now active in the Edit Physical Inventory function when the grid is sorted by Picking Sequence.

  • The Edit Item and Edit Receipts functions now display a warning when you enter a vendor marked inactive in Payables.

  • You can now change the costing method in the Edit Control Account Set function. When the Account Set saved with the change, the program reads through the items changing the costing method all items using that Account Set. In the case of changing LIFO or FIFO to Moving Average the Lots are consolidated.

  • Added a Category field to the Alternate Items edit screen. The Category in the Alternate Item overrides the Category from the Item (if different) when the Alternate Item is entered on a line in OrderEntry (8.1C or higher). Future versions of Adagio Invoices may also support this feature. The Category field has been added to the Import Alternate Item function.

  • Copy item, category, and location place you directly on the edit screen for the newly created record.

  • Alt keys have been added to tabbed dialogs to speed moving between tabs.

  • Added a toolbar button to launch the Transaction History inquiry function.

  • Added ExcelDirect button in Transaction History Inquiry and from Inquiry tab in view Items with Sales and Costs. ExcelDirect creates a table in Excel version 2007 or higher.

  • Added a Bills of Materials (BOM) inquiry function. This allows security to be set to allow certain users to view but not edit BOMs.

  • Added a Print button to the Transaction History tab in the Item Inquiry with Sales and Costs to print the Transaction History report directly from within the inquiry.

  • The grid showing Lots on the Costing tab of Item Inquiry with Sales and Costs is not longer shown unless the costing method is LIFO or FIFO.

  • Added Purchase Orders grid in the Item Inquiry with Sales and Costs function. This allows you to see detail lines in Purchase Orders for Adagio, including the quantity on purchase order and the expected receipt date. A grid showing historical purchase order details has also been added

  • The Calculated Price is now shown beside the Discount/Markup by Percentage/Amount on the Units/Pricing tab in the Item Inquiry with Sales and Costs.

  • The Item Inquiry, Adjustment Entry and Receipt Entry functions are less restrictive in preventing other users from accessing certain other functions.

    Transaction Entry
  • Transaction entry forms are now sizeable. This allows the more transactions lines to be shown on the screen at one time.

  • Shipment entry supports look up of customer by name, phone number and document number if Receivables is version 9.0A or higher.

  • You can now prevent or give a warning when the date entered in a transaction is for a closed period or year in the GL. The option 'Validate closed periods' on the GL Integration tab of the Company Profile can be set to 'Allow, Warn only, or Disallow'.

  • You can now add items on the fly in shipments and receipts. If a user does not have permission to add items they cannot add items on the fly. If the ‘Allow inventory levels to be below 0?’ is off, items cannot be added on the fly in shipments.

  • Added the option ‘Warn period end’ to the start-up options in the Company Profile. This option reminds you a period end is due to be
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    run and asks if you want to run it when you log in. A Period End is due to be run when the session date you log in with is more than one month past the ending date of the most recent period. If the session date is several months past the ending date you will get multiple warnings.

  • The Unit and Extended Cost are now displayed in the Enter Shipments function. This is particularly useful for JobCost users. The cost that would be used if you posted is displayed. Note: Depending on the costing method, the cost displayed may not be the actual cost used when you do post the shipment if others users have received quantities of the item or sold it in OrderEntry.

  • The Adjustment Entry grid now positions at the line you just entered rather than the line highlighted before entering the new line.

  • Job Alerts by module/function in JobCost 8.1B or higher are supported in the Enter Shipments function.

  • Report printing performance has been improved for most reports, including all Stock Control, Price/Sales Analysis, Transaction Reports, Audit Lists, and the Print/Consolidate GL Transaction report.

  • Added ‘Allow Audit List Purge’ option to the Company Profile. If this option is off you cannot purge the transaction audit list reports after printing them. This prevents accidental purging of audit lists. If this option is off the audit lists will be purged as part of Year End.

  • Added option ‘Prompt to consolidate’ on the GL Integration tab in the Company Profile. Disabling this option ensures you do not accidentally consolidate transactions after printing the ‘Print/Consolidate G/L transactions’ report.

  • Added option ‘Close report dialog after print’ on the Processing Options tab in the Company Profile. Set this option off if you often print reports multiple times with different settings or ranges.

  • The option to print landscape oriented multi-currency reports on scaled printers was not working reliably and has been replaced with an option to ‘Fit to paper size’ (your printer / driver must support ‘Fit to paper size’). Under File | Options, the ‘Multi-currency Report Printer / Orientation Landscape’ option ‘Letter on dedicated scaled printer’ (and in some modules, ‘A3’ and ‘A4’) has been replaced with ‘Fit to other’ option. Use this option to print landscape oriented reports such as the GL Transactions report in ‘Source + home’ on letter instead of legal size paper. International companies can use this option to print on A4 or A3 paper. A Tech Tip is available from Softrak describing how to fit legal size reports on letter.

  • Added the Vendor Number to the receipt audit list report.

  • Added the option ‘Allow history purge?’ to the Company Profile, Processing Options tab. If this option is off you are not prompted to delete history after printing the Transaction History report. This prevents accidental purging after printing the report. When you do want to purge history you must set this option on and print the report to paper or file.

  • Added the audit reports to the main reports menu under Audit Report. The reports are also still available in the transaction entry menus as they were in previous versions.

  • Added option ‘Auto print audit list after post’ on the Processing Options tab in the Company Profile. Set this option to print the audit list automatically after posting transactions.

  • Many enhancements have been made to the Stock Card report. The report can now be printed consolidated for all locations using new options ’Consolidated Locations’ and ‘Separate Locations’. Added new fields, including the Customer/Vendor number, Reference (i.e. document number such as IC or PO receipt number, OE invoice number, etc.), the Units, Unit Cost and Extended Cost. Added the opening quantity and cost (when printed in detail, consolidated by location).

  • Added the option ‘Suppress 0 qty items’ on the Physical Inventory Worksheet. This lets you not select items that have zero quantity on hand, allowing the report (and the resulting work file) to be much shorter when not all items are stocked.

  • Added the option ‘Restrict to positive qtys and costs’ to the Item Valuation report.

  • The Reorder report now supports the ‘Active item’ flag in the item.

  • A warning is given when you print a Physical Inventory Worksheet (which creates a new worksheet) if one already exists for the location. This helps prevent accidentally recreating and overwriting the existing worksheet, loosing the entries already made. Note that multiple users can do physical inventories on the same Location. Refer to the documentation for details.

  • The Item Valuation report includes the warning “Note: Invoices have been entered in Order Entry, but have not been costed. Items will not show correct costs until O/E Day End processing is completed.” at the bottom if there are items for which quantity has been shipped in OE but not costed because OE Day End has not yet been run. The items with non-zero Shipped not Costed are now marked with **.

    Import / export
  • Import Categories and Export Categories functions have been added.

  • Sales History fields have been added to the item import and export templates. The new fields are Units Sold, Amounts Sold and
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    Total Costs for Current Period, Periods 1-12, and Last Year. The YTD figures are recalculated on import based on the sum of the period buckets. If the period imported is prior to the last Year End date, then the YTD values are not incremented. Negative quantity and amounts are only allowed if ‘Allow inventory levels to be below 0’ is on.

  • The Export Physical Inventory Worksheet function now includes a range by Picking Sequence.

  • The import log file ICIMPERR.ddd (where ddd is the extension of your data files for the company) shows records ignored by the import and why they were ignored.

    Maintenance Functions
  • Added a field ‘Date of new period end’ to the Period End function to allow you to confirm the date and change it in cases where the session date (date you logged in with) is not necessarily the date you want to use for the period end.

  • The Year End function now includes a ‘Year end date’ field to allow you to confirm the date and change it in cases where the session date (date you logged in with) is not necessarily the date you want to use for the year end. If a year end has already been run on that date a warning displayed to help prevent you from accidentally running the Year End function more than once, which would clear the Last Year figures to zero.

  • When Adagio GridView 9.0A or higher is opened from the Adagio menu, Adagio Inventory 8.1B will be displayed as the first line on the Select Module screen so you do not need to scroll down to find it.

  • The Field Verification option has been removed from File | Options. Fields are always verified during entry.

  • The Help Menu has been modified to allow the user to launch the Adagio System Status utility (chksys.exe) and print the Adagio Lanpak registration form.

  • Added an Assemblies toolbar button to launch the Assemble Master Items function for BOMs.

  • Improved the documentation on the steps required to do a Physical Inventory.

  • The ‘Qty on Hand’ now totals and displays the quantity from all LIFO/FIFO Lots in the finder and smart finder grids.

  • Added the option ‘Bypass transaction history in DIC?’ to the Company Profile, System Options tab. Set this option to speed up the integrity check if checking history is not critical for your site. Note: DataCare checks the transaction history regardless of the setting as it is assumed a DataCare check will usually be run after business hours when the speed of the integrity check not likely to be a concern.

    Fixes made in version 8.1B
  • An error occurred if you tried to edit items while the edit Account Sets function was open.

  • You now receive an error message on the item number field in transaction entry functions when you enter an invalid item rather only when you attempt to save the entry.

  • If you started to enter a shipment but canceled without entering any details, the original date was remembered rather than defaulting to the session date when you enter a shipment at a later date. In addition, you could not import shipments because the program thought shipment entry was in progress.

  • When importing a Physical Inventory Worksheet, if the 'Qty Counted' field in the import file was 0, then the 'Quantities Entered?' flag remained false, regardless of the actual quantity on hand (zero or not). This was changed because it is more likely to cause mistakes (i.e. export and re-import 0 counts) rather than be used to set a physical count of zero in the quantity on hand. Items for which the quantity must actually be changed to zero based on the physical count must be changed by entry rather than import.

  • The default import and export templates for items now match, making it easier to export, change and re-import. To accomplish this, certain fields were removed from the default export template.

  • The Backdated Item Valuation and Stock Card Reports were incorrect due to a problem in Purchase Orders for Adagio where adjustments to cost (but not quantity) caused a problem in IC history. Inventory compensates for this and Data Integrity Check (DIC) corrects the problem in existing history records. The DIC will be slower the first time it is run after installing 8.1B as it checks for this condition.

  • The Data Integrity Check reported an error in the count of items for a category when there were more than 65,535 items for the category.

  • The 'Recent Cost date change' and 'Standard Cost date change' fields are blank for new items but in the View Items with Sales and Costs function if you first viewed a different item (with a non-blank dates) the fields contained the dates from this item instead of blanks.
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  • Posting an adjustment to a LIFO/FIFO costed item no longer updates the Receipt info (Receipt Date and Receipt #).on the Lot, allowing the original receipt information to show on the Costing tab in the Item Inquiry with Sales and Costs. Posting a transfer between locations also no longer updates the Receipt fields.

  • The confirmation message displayed when you delete an item now includes a warning if the item has transaction history.

  • The Unit of Measure field printed in the wrong position on the Physical Inventory Worksheet report.

  • The Data Integrity Check hung if it encountered a history transaction with date greater than the year 2099 (entered accidentally and posted).

  • Items could not be imported if you had deleted Account Set 1.

  • History Inquiry ranges were remembered across companies. This was confusing and of little or no use.

  • The Pricing Summary was wrong on the Alternate Price List report when the Pricing Unit is not equal to the Costing Unit and pricing is based on markup.

  • The cost shown on the back-dated Item Valuation report was incorrect for items where the first location on file had zero quantity on hand.

  • The Data Integrity Check now detects more types of errors in the Item Location file. As a result the DIC may report new errors after installing 8.1B.

  • The Stock Card and Item Valuation reports did not recognize items with leading zeroes.

  • The Receipts report could not be printed if the sort included the ‘Total receipt cost’ field.

Adagio Inventory
8.1A | 2009-02-17 (Feb '09)
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Release Notes
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  • Compatible with Adagio Receivables 9.0A (unless Adagio OrderEntry is used – see note below). Compatibility with earlier versions of Adagio Receivables is maintained. The Enter Shipments, Import Shipments and Inquiry functions support in the Customer in Adagio Receivables 9.0A. Customer Alerts are also supported.

  • The date control has been updated to improve the speed of data entry. You can enter just the 1 or 2-character day in any date field without having to enter the month or year. The month and year are automatically populated with the initial values from the field. For example, if the date is 1/23/2009, typing “22” and tab changes the date to 1/22/2009. You can also enter just 4 characters for the day and month (zeros are required) and the year will be populated. This change speeds up data entry in most cases where you need to enter a date different than the session date or last remembered date.

  • The options ‘Enable SF Export’ and ‘Enable SF Printing’ have been added to the Edit User screen to allow you to disable Excel Direct in Smart Finders to help safeguard your sales data, customer list and other information in your database.

  • The Smart Finder performance has been significantly improved across a network.

  • Deleting an item now also deletes all transactions in history for the item. This allows item numbers to be reused in the future, although this is not recommended as history for the item may still exist in SalesAnalysis and in history in OrderEntry and Adagio Invoices. The Data Integrity Check (DIC) will detect and remove all transactions in history for items that have been previously deleted. This means the DIC will report these transactions as errors the first time you run it after installing this version of Inventory. These errors should not be a cause for concern. Rebuild will remove these transactions and they will not be there next time the DIC is run. If you have a large Historical database, please allow sufficient time for the rebuild process to complete.

  • The Help (.CHM) file has been enhanced.

  • WebSafe changed to vitalEsafe™ in Backup function to reflect the 3rd party name change.

  • When you size a screen containing a grid, the size is automatically adjusted so that an entire line will be visible for the last grid line. This corrects a problem where double-clicking on a partially displayed last line selected a different line than the one intended.

  • Added new option ‘Allow stock transfers between items’ to the Company Profile, System Options tab. This prevents the possibility of accidentally transferring between items when you only ever want to transfer between Locations.

  • The copy number did not show in the window title when more than one instance of Adagio Inventory was open on the same machine (for example: “Adagio Inventory (2) – Adagio Corporation”).

  • When printing or previewing the Physical Inventory Worksheet with both Unit Cost and Quantity on Hand the two fields were on top of each other in some cases.

  • The Quantity on Hand printed on the Physical Inventory Worksheet whether it was selected or not, in some cases.

  • Posting Sales Returns in Shipments wrote the quantity to the Summary Statistics with the wrong sign (positive when should have been negative).

  • Importing Shipments with a blank Department code did not use the Department code from the Location.

  • Import Shipments used the wrong costing for items using Standard costing in some cases.

  • The backdated Item Valuation report showed the wrong unit cost in some cases.

  • The Selling Price/Markup Analysis report displayed a message in some cases if the base price was zero, saying that margins could not be calculated.

  • The Unit of Measure printed in wrong place on the Physical Inventory Worksheet.

Adagio Inventory
8.1A | 2008-08-29 (Aug '08)
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Release Notes
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  • Import Stock Transfers function has been added. Imported transfers are between Locations. You cannot import transfers between items.

  • The help has been updated.

  • The Item Valuation report showed extra lines and wrong totals for items with negative quantities in some cases when backdated.

  • The residual cost now only prints if the Item Valuation is for the current date and if the report is for all Locations and consolidated by Locations or Items by Location.

  • The Item Valuation report printed for a specific Account Set with no items in the range showed 1 item printed at the bottom of the report.

  • Adagio Inventory 8.1A could not convert ACCPAC® Plus™ I/C 7.0A databases.

  • Receipts entered with zero cost did not post a transaction to the Transaction History.

  • Shipments of non-stock items used the AP Clearing Account from the in the Company Profile even though the AP Clearing account was set in the Control Account Set.

  • The Physical Inventory Worksheet did not show all the items that were on the Edit Physical Inventory grid in some cases when items were not active at a Location or when item numbers in the range contained special characters.

  • Posting a physical inventory worksheet containing items that had been deleted since the worksheet was created gave an error indicating the file was locked by another user when it should have said the item was no longer on file.

  • Multi-currency adjustments always used “SP” (Spot Rate) as the rate type rather than reading the rate type set in the Company Profile.

  • The Discount Base was incorrect when importing a receipt with a taxable additional cost.

  • An error occurred in some cases when importing adjustments if a Control Account Set had been deleted.

  • Import Items allowed you to change the Account Set when updating existing items. The Account Set is now only imported when adding items and is ignored when updating existing items.

  • The GL Transaction file (for Ledger 9.0A), the Receipt Audit List, Adjustment Audit List and Assembly Audit List tables could not be accessed when creating a custom Crystal report for Inventory 8.1A.

  • Copy item did not copy the optional fields.

  • An item note could be saved with a blank date.

  • The error message ‘Critical Error: [1011] insufficient rights to create file in data directory' could occur in some cases in the Item Inquiry with Sales and Costs if there had been an earlier crash or power failure / restart.

  • Transactions dated in the future (resulting from keying errors) caused problems in the Transaction History Inquiry and when purging history.

  • Editing an existing Unit of Measure added a duplicate record to the file in the 8.0B and 8.1A versions.

  • Sample data has been updated, including adding a stock transfer import file, a reorder data file to match the default import template, a simple import file for the Items Default and a import for Alternate Price List items. GL sample data is now 9.0A.

Adagio Inventory
8.1A | 2007-08-25 (Aug '07)
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Release Notes
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  • Compatible with Windows® VistaTM.

  • Compatible with Adagio Lankpaks 8.1A. Lanpaks must be 8.1A for all Adagio 8.1A modules.

  • Smart Finder can now search on multiple criteria.

  • Contents of disabled fields are shown in blue rather than dimmed gray. This may be easier to read on some monitors at higher resolutions.

  • Adagio download files, installs, workstation installs, all workstation install (\softrak\allwkst\allwkst.exe), program files and the Adagio Check System utility (chksys.exe) are now signed with a digital certificate using VeriSign to allow you to verify the Publisher is Softrak Systems Inc.

  • Vista does not support the old style Windows Help (.HLP files). All .HLP files were converted to compiled HTML help (.CHM files), which are supported by Vista.

  • For security reasons Windows does not permit .CHM help files to be run from a network drive. This is true in XP as well as Vista. The .CHM files must be run from a local drive. Adagio 8.1A installs all .CHM help files to your local hard drive and loads them from there. The workstation install also copies .CHM files to the local drive.

  • When switching window/task in Vista with Alt-Tab or the new Flip 3D (Windows-Tab) an image of the current Adagio screen is shown rather than just the icon of the Adagio program.

  • You can now backup Adagio data in zip form to WebSafe, a web-based storage facility. WebSafe is a service which allows you to store your important information in a secure location that you can access from anywhere in the world. See for details.

  • The formatting of dates and text sent to Excel from Smart Finder results has been improved.

  • Adagio Inventory Adagio Ledger 9.0A ready. Fields required for future drill-down from Ledger to IC History are included in the GL transaction batch and will be retrieved by Ledger 8.1A.

  • Transaction History is now updated by posting rather than having to print and clear audit lists. Note: this has some implications for sites running ACCPAC® PlusT Inventory Control on the same database. See Consideration for ACCPAC Plus Users in Important Notes in the Readme.

  • You no longer have to print and clear the audit lists to ensure the Stock Card report and backdated Item Valuation report are up date. These reports depend on all details existing in the transaction history. In previous versions it was easy to forget to print and clear the audit lists, leading to unexpected results in these reports.

  • Import and Export Reorder Data functions added. You can now import reorder data, including Period Starting Date, Minimum Level, Maximum Level, Reorder Quantity and Projected Sales.

  • A 'User defined' field has been added to the G/L Description 'Send to' options in the Company Profile. This allows you to format the G/L Description field sent to the GL using a combination of fields from the original transaction, batch information (posting sequence, batch number, entry number), and free form text. The following specification codes are supported.





    Customer code

    Valid for shipments only


    Customer name

    Valid for shipments only


    Vendor code

    Valid for receipts only


    Vendor name

    Valid for receipts only



    Valid for transactions except receipts



    Valid for BOM, Adjustments and Physical Inventory only



    Valid for receipts only


    Comment 1

    Valid for receipts only


    Comment 2

    Valid for receipts only


    Receipt number

    Valid for receipts only


    Invoice number

    Valid for receipts only



    Valid for shipments only

  • Import Alternate Price List items added to security Groups.

  • The Job, Phase and Category field sizes have been increased on the Shipment Audit List report.

  • On the Bill of Materials List report, for items with negative quantity, the unit cost and assembly cost are now calculated from the most recent cost rather than the actual cost. There was no change for standard costing items - the program should and does use most recent cost.

  • Item Valuation report was not suppressing non-zero Qtys when a particular Location was selected (eg. loc [RET] to [RET]) rather than a range, for the 'Items by Location' and 'Separate Locations' options.

  • The Average Unit Value figure was incorrect on the Item Valuation report for items stocked by each but priced and costed by another unit, such as by box.

  • The Item Valuation report was not printing items that had positive and negative quantities across Locations totaling to zero when the 'Restrict to non-zero qtys and costs' option was selected.

  • Selection by date range on the Transaction History report was not working correctly.

  • Copying a single segment item number did not trim leading zeros from the new item number. Leading zeros are not allowed in item numbers.

  • Re-order dates in the sample data have been corrected.

  • The Period End now shows more activity on the progress bar.

  • An error occurred when converting databases in 8.0B if the history file contained corrupt transactions originating from certain old DOS third-party products.

  • The Update Price List function now updates the 'Sale price' and the 'Sale starts' and 'Sale ends' fields for all items that fall within the range specified. In previous versions, items would only be updated if the Sale price changed from the previous Sale price by +/- $0.05.

  • When importing Physical Inventory you can now import the Qty On Hand (as it was when the worksheet was printed and the export file created). The export file must include the Qty On Hand field. This allows you to begin processing transactions for items as soon as the count is made. The import generates the difference between the original Qty On Hand and the count. Note: If imported, the Qty On Hand must precede the quantities counted fields.

  • When pricing by a discount or markup amount, if the amount was over $1000 the decimal portion of the amount could not be entered or saved. This has been corrected for items, alternate items and categories.

  • Costing was not correct when posting shipments or transfers, or assembling master items for items with residual cost (quantity on-hand was zero but cost was not zero).

  • Costing was not correct when posting adjustments for items using moving average or standard costing, when the quantity was adjusted to zero and the item had negative residual cost.

Adagio Inventory
8.0B | 2006-11-02 (Nov '06)
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Release Notes
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  • Conversion to 8.0B databases from earlier versions did not work in the 8.0B (2006.10.10) release.

  • Conversion to 8.0B is much faster for databases with a large number of transactions in history.

Adagio Inventory
8.0B | 2006-10-10 (Oct '06)
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Release Notes
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  • Added Import Receipts function.

  • Added Import Physical Inventory Worksheet and Export Physical Inventory Worksheet functions.

  • Added Import Adjustments.

  • When importing shipments with Job related details using a template with the 'Header fields on each record' option set, only the last detail line of the batch file created an entry in the JobCost batch.

  • The option 'Delete import file on success' in import shipment templates can now be changed.

  • The Import Items function now reads the Default Tax Status' from the imported Category code if the 'Tax status' field was not imported or defaulted on the import template.

  • Stocking Unit has been removed from the default export Alternate Items template.

  • In the 8.0A and 8.0B versions, the Import Shipments option 'Header included?' was not available in some cases if the 'Header fields on each record?' option was not selected.

  • Setting the Location as a default when importing shipments was not working.

  • Setting defaults for the Sale Start Date and/or Sale End Date when importing items did not work in some cases.

  • The 'Det-Job/Phase/Category' field in Import Shipments now handles the case where the Job, Phase and Category are formatted right-justified within the field.

  • The sample import shipment file (ICSBATCH.CSV) has been added to the sample data.

  • In version 8.0B, the totals on the Item Valuation report were incorrect if the option "restrict to non-zero qtys and costs" was selected.

  • The 'Print/Consolidate G/L Transactions' report menu choice has been moved to the main reports menu for consistency with other modules.

  • On the Stock Card report 'Shipment Return' and 'Receipt Return' transactions printed as negative instead of positive.

  • On the Stock Card report items that have enough history to require 2 or more pages of details now show the item and the word 'continued' at the top of the second and subsequent pages.

  • In the Transaction History report the quantity for a 'Shipment Return' was negative when it should be positive.

  • The Overstocked Items report was not printing all items that met the criteria of 'Quantity greater than maximum level' by more than 0.00%.

  • In the item history inquiry the quantity for a 'Shipment Return' was negative when it should be positive.

  • In multi-currency databases, posting an adjustment to decrease the quantity on hand to go negative the cost was incorrect.

  • In multi-currency databases, if you re-edited a posted receipt for a foreign vendor you could not save the change.

  • A warning is now given when adding a new Unit of Measure if it is a duplicate of an existing one only with a different case.

  • For items using Standard Cost costing method where the quantity on hand is zero or negative, shipments with Job related transactions used the most recent cost in batches sent to JobCost when standard cost should have been used.

Adagio Inventory
8.0B | 2006-05-11 (May '06)
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Release Notes
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  • The GL Transactions batch could not be retrieved into Adagio Ledger if it contained transactions from assembling master items in earlier versions of 8.0B. This has been corrected but existing batches with this problem cannot be retrieved. In this event, print the GL Transactions report in Adagio Inventory and delete The entries on the report must be entered manually in a GL batch.

  • In the Import Shipments function, the options 'Delete import file on success' and 'Validate before importing' are forced to be on.

  • On the Item Valuation report in earlier versions of 8.0B, the item description did not print if printing as of today.

  • Import functions now allow non-alphanumeric characters in the item number for legacy database compatibility; but it is strongly discouraged.

Adagio Inventory
8.0B | 2006-04-12 (Apr '06)
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Release Notes
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  • If single segment items numbers were used and you posted transactions for the same item on the same date, the error message "Error adding record to I/C History, record already exists." was displayed when you printed and cleared the audit list. The duplicate transaction(s) were not written to the history file.

Adagio Inventory
8.0B | 2006-03-20 (Mar '06)
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Release Notes
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  • Supports Adagio JobCost.

  • Transaction History Inquiry.

  • Transaction History tab added to Item Inquiry With Sales and Costs.

  • Customer and Vendor ranges and fields have been added to History Transaction report. Ascending / Descending also added.

  • History Transactions report is faster in cases where ranges selected allow the use of indexes to select data for the report.

  • A Stock Card report has been added.

  • The Item Valuation report can be printed calculated as of a certain date in the past.

  • The Item Valuation report now has the option 'restricted to non-zero quantities and costs' rather than 'restricted to positive quantities and costs'.

  • Added option 'Suppress inactive items' to the Item Valuation report.

  • You can sort the Physical Inventory by Picking Sequence to match the Physical Inventory Worksheet.

  • Multi-user Physical Inventory in same Location.

  • When you save an entry editing a Physical Inventory detail the grid positions to next line item to speed data entry.

  • The option 'Auto edit physical inventory' has been added to the Company Profile.

  • Added 'Qty on Hand' field to the Edit Detail screen of Edit Physical Inventory.

  • Added the column 'Qty Entered?' as a default column on the Edit Physical Inventory screen.

  • Optional fields, UPC code and Active Item flag can now be printed on the Item Status report.

  • Tables for un-posted Shipments, Adjustments and Transfers are now available in GridView.

  • Sample data has been updated.

  • The Commission Rate field in Edit Categories grid (if selected with the Column Editor) always displayed zero.

  • The Assemble Items function created an extra $0.00 GL entry if there were no extra costs to prorate.

  • Assemble items gives a completed message to confirm the build did take place.

  • The 'Suppress inactive items' option has been added to the Physical Inventory worksheet to support the Active Item flag in Items.

  • When updating the Base Price for either Original or Alternate Price List, based on the Markup Cost, the units of measure are now taken into consideration.

  • In Physical Inventory entry, if you change the 'Adjusted unit cost' to something other than the calculated amount based on the quantity being adjusted the word "Override" is displayed on the dialog to indicate this.

  • If you re-edited a Physical Inventory item after changing the 'Adjusted unit cost', that cost reverted to the calculated value.

  • Items with no change in quantity posted in a physical inventory generated transactions in the Adjustment Audit List.

  • Adagio Inventory allowed you to delete Items or Locations when the Item or Items in a Location had quantity on a purchase order in Purchase Orders for Adagio. It also allowed you to deselect items at a Location within a range in the Edit Locations function.

  • The Data Integrity Checker now detects and rebuilds when the total quantity on PO in the item does not equal the sum of quantity on PO for the Item at all Locations.

  • The 'Restricted to positive quantities and costs' option on the Item Valuation report did not work in some cases when printed by Location.

  • When you attempted to delete an item with 'Quantity on sales order' or 'Quantity on purchase order' the message, 'Can't delete item with quantities on hand' was displayed. The message has been changed to 'Can't delete item with quantities on hand, on purchase order, or on sales order'.

  • When a Tax Group was added for a zero decimal currency in a multi-currency database, the number of decimals was set to 2 rather than zero.

  • A large amount was incorrectly posted to the IC Rounding GL Account when Day End was run on a multi-currency database where receipts in a zero-decimal currency were posted.

  • The 'Qty on hand' was blank on the Inventory Reconciliation report when printed in summary form.

  • Corrected problem importing shipments for items with different unit of measure for stocking, pricing and costing.

  • Fixed a problem importing items when an Alternate Item number is specified in the import file.

  • Fixed a problem importing Alternate Price List items for currencies with zero decimals.

  • When the 8.0A (2005.12.01) Service Pack was installed on some machines you could not create reports in Crystal Reports for Adagio by selecting the ICGLOB file.

  • The Update Alternate Price List function was not working correctly in version 8.0A (2005.12.01).

  • Sorting the Physical Inventory Worksheet by the Picking Sequence did not use the item's Picking Sequence by Location.

  • If the 'Allow invalid vendors' option is set you can now post receipts if the Vendor field is blank or the Vendor is not on file in Payables.

Adagio Inventory
8.0A | 2005-12-01 (Dec '05)
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Release Notes
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  • New item fields added in Inventory 8.0A are now available for reporting in the Crystal Reports for Adagio.

  • Shipment, Stock Transfer and Adjustment batch tables are now available in GridView.

  • You can now edit Bills of Material when the Assemble Master Items function is open.

  • After doing a build in the Assemble Master Items function the focus now automatically goes back to the Item Number field for the entry of another item.

  • The Bills of Material report printed the wrong costs if the Costing Unit for a component item was not the same as the Stocking Unit or the Build Quantity Unit.

  • The Assembly Audit List report could not be printed at sites running Adagio Inventory 8.0A unless they had previously installed an earlier version.

  • A Find button has been added to the Edit Physical Inventory screen.

  • The grid in Edit Physical Inventory was not drawn completely until you entered a Location.

  • The Physical Inventory Worksheet report did not print the correct Picking Sequence for the Location in some cases.

  • Alerts could not be saved on items if you used a single segment item number.

  • In the Update Alternate Price List items you can now update the Markup Cost with a percentage amount increase of zero.

  • Import Alternate Items required the Sales Start Date and a Sales End Date fields be in the import file or defaults.

  • When exporting Alternate Items, if you exported all price lists but only a range of item numbers then only the items in the first price list were exported.

  • Import items failed if you only had one Control Account Set defined, even if you included the Control Account Set field in the import file or as a field default.

  • When using the import function to update existing Alternate Items, the Decimal Places in Unit Price was reset to 2 for items that have decimals other than 2.

  • In the smart finder search of items, the cursor returns to the criteria field when you do another search after the initial search, rather than to the grid from the previous search.

  • Adagio Inventory could not be installed from the 15-NOV-05 Product CD.

Adagio Inventory
8.0A | 2005-09-09 (Sep '05)
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Release Notes
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  • A Find button has been added to Edit Bills of Material.

  • Smart finder is now supported in the Assemble Master Items function.

  • You can now insert component items in a Bill of Materials.

  • When posting a receipt for an item using FIFO costing, the zero-quantity lots are consolidated with the first non-zero lot to make a new lot.

  • When you changed the picking sequence back to the default the change was not saved.

  • The receipt entry function supports the vendor alerts introduced in Adagio Payables 8.0A.

  • The backup zip file prefix set in IC ("BKIC") was used in OE and vice versa.

  • Deleting an item in Inventory 8.0A (2005.05.16) locked other users in Adagio OrderEntry and Inventory until you closed Adagio Inventory.

  • The Edit Item List For Location function locked out other users in OrderEntry and Inventory when it should not have.

  • When adding GridView views to the Inquiry menu, if the view files were placed in a subdirectory under \softrak\icwin\views with the same name as the security Group (to restrict use of the view to users in that Group), an error message was displayed saying the view could not be found.

Adagio Inventory
8.0A | 2005-05-16 (May '05)
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Release Notes
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  • Now supports multi-currency accounting.

  • User-defined Optional Fields on items.

  • Images files can be associated with items and displayed in the Edit Items and Item Inquiry functions.

  • UPC code field has been added to items.

  • An 'Active item' field has been added to items.

  • Alerts have been added to items.

  • Alerts entered for customers in Adagio Receivables will pop up when a Shipment is entered in Adagio Inventory.

  • Item grids, finders and smart finders can now access fields in the secondary item record. Optional fields and other new fields in the item can also be accessed..

  • All grids now display quantities with no decimals unless 'Handle Fractional Quantities' is on.

  • Sample data has been updated to demonstrate the new features.

  • Multi-currency sample data has been added and is installed in \softrak\ICWin\mcsamdata.

  • The function 'Active Users' has been added to the Help menu.

  • Users of Adagio GridView can add views to the Inquiry menu.

  • The F2 key now supports Windows standard behavior by editing the line selected on a grid.

  • The F6 key now opens the smart finder directly from any grid where you can do a find.

  • The Windows calculator can be added to and launched from the toolbar.

  • The date of the last data integrity check is now displayed in the status bar.

  • The Data Integrity Checker memo now shows the date the integrity check was run, the starting and ending time, the path and extension of the data and the user name.

  • The Data Integrity Checker now writes full details of the integrity check into the log file.

  • The source files for all reports in Adagio Inventory are installed in the StandardRP sub-directory rather in the program directory \Softrak\ICWin.

  • A Find button has been added in the Edit Receipts function.

  • An Import / Export Alternate Items function has been added.

  • The import and export functions include many enhancements and revisions, including but not limited to the following items relating to import/export.

  • Import functions write errors to a log file.

  • Default fields in import templates now have finders and are validated when entering the template.

  • If you copy your database to another directory, the path to the import file in the default import template is automatically updated to the new path.

  • Importing items already on file but with a different category code, did not update the item count in the category. The count is now incremented in the new category and decremented in the old category.

  • Import templates for Items and Shipments could not be printed with Adagio Invoices 6.8B (2004.11.13).

  • When the Pricing determination fields are not imported they are now defaulted from the category.

  • The Transaction History report no longer locks users from entering orders in OE.

  • A progress bar has been added to the Dayend function.

  • A progress bar has been added to import items.

  • When doing a stock transfer between items where the units of measure are different between the items, there is now a warning that no conversion of units will occur.

  • Item assembly posted costs to item sales history when it should not have.

  • Text overlapped the "continued" field on the Item Status report in some cases.

  • A stock transfer between different items with different Control Accounts now generates accounting entries.

  • The Data Integrity Check reported errors in the Quantity on PO for non-stock items for which there was a PO in PO Tracker. Adagio IC now provides a way for PO Tracker to prevent this.

  • If OE data was created with Adagio OE, and IC data existed, it caused a problem for Purchase Orders for Adagio (POA) in some cases. This has been corrected in OE, and when Adagio Inventory opens the database it will correct the problem in the database if required.

  • After shipping a non-stock item, the quantity on hand was negative.

  • You could not import a shipments batch (ICSBATCH) created in Adagio Invoices if it contained Adagio JobCost related invoice transactions. JobCost related shipments/returns are now treated like normal shipments/returns.

  • When you entered a receipt for items with a costing unit different than the stocking unit, that have re-order quantities, and used the Inquiry there to look at the re-order data, the displayed quantities were in the stocking unit of measure, not the costing unit. The projected sales is based on the Pricing unit of measure and had the same problem.

  • The 'stocking unit of measure' field did not print on the Item Valuation report. Other minor fixes have been made to the Item Valuation report.

  • When you transferred an item to another item with a different unit of measure, the Quantity field showed the Unit of Measure from the From item instead of the Receiving item.

  • When updating the reorder data for an item, you had to click the Apply button twice in some cases to update the item.

Adagio Inventory
6.8B | 2004-11-13 (Nov '04)
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Release Notes
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  • GridView has been added to the Adagio menu.

  • Added an extension to the Adagio menu to allow Adagio Developer Partners to add their products to the Adagio menu.

  • When launching other modules from the Adagio menu in Adagio Inventory, the session date is passed to the module.

  • The install now checks to ensure the current user has rights to write to the Adagio program directories and that the current user can access the areas of the Windows registry required to install and run Adagio.

  • The install and workstation install now check the "Opportunistic Locking" settings to ensure they are correctly set on the workstation.

  • When you start Adagio Inventory, it now checks the "Opportunistic Locking" settings to ensure they are correctly set on the workstation.

  • When the program is started, it now checks that the Report Tables Drive is correct and up to date.

  • Quantities are now shown with the appropriate number of decimals in item grids.

  • When creating a new Bill of Material, entry in the BOM number field was not limited to 3 characters.

  • If you used a Group to prevent posting of Shipments, this also prevents posting of Stock Transfers. Preventing posting of Stock Transfers did not work.

  • After converting an ACCPAC Plus Inventory Control 7.0A database, the batch from Adagio Inventory could not be retrieved by Adagio Ledger.

  • If while posting a stock transfer you received a message indicating the process was blocked by another user, and you canceled, the transfer did not complete fully in some cases.

  • When a pro-rated stock transfer containing more than 2 items was posted, the cost to prorate was not prorated correctly to the items.

  • Grids showing items did not refresh correctly in some cases when you have a large number of items and performance of the network was slow.

  • The Item Valuation report did not print the 'Actual cost' correctly if the unit cost per item was less than $0.01.

  • The date range for the Transaction History report was not remembered correctly when the 'Remember report settings' option was on.

  • The Overstocked Items report did not print all the appropriate items in some cases.

  • Some reports would not print if the currency symbol in the Windows Regional Settings was not a dollar sign ($).

  • The Update Price List and Update Alternate Price Lists functions did not correctly select items in the range entered in some cases.

  • When running the Update Price List function and choosing to update Base Price by Markup, the Base Price was set to zero rather than the product of the markup factor and the standard cost.

  • When using the Direct method for the interface to Adagio Payables and when the batch contained debit notes or credit notes for $0.00, the Data Integrity Check in Payables reported an error on the batch created, although there were no problems when the batch was posted.

  • The Import function now strips leading zeros from item numbers in the import file.

  • The Import Items function added all imported items to the same Alternate Item set. You can now set a default of blank for the Alternate Item number so that the item will not be added to an Alternate Item set.

  • Import / Export templates could not be printed.

Adagio Inventory
6.8B | 2003-11-07 (Nov '03)
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Release Notes
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  • Single level Bill of Materials and item assembly features added.

  • Excel Direct feature added to Smart Finder.

  • Now allows you to run multiple instances on the same workstation.

  • The background color of the main window can be set by company in Edit Company Profile.

  • Users of Crystal Reports for Adagio can create custom reports and have them appear on the Reports menu in Adagio Inventory.

  • The list of recently opened databases has been expanded from 10 to 25 entries. Duplicate entries where the characters of the path have a different case are now removed.

  • Multiple users can now print the same report at the same time.

  • When importing from an Excel® spreadsheet, blank cells in the import caused an error instead of resulting in an empty string field.

  • The options and ranges chosen on report dialogs when you print a report are saved by company for the next time the report is printed.

  • File | Options are now saved by workstation rather than globally.

  • The Smart Finder search criteria (e.g. "sounds like") is now saved for the next time you use Smart Finder, rather than always defaulting to "contains".

  • The size and position of the Adagio Inventory main window is now saved when the appropriate options are selected in the File | Options menu.

  • Screens now open at a more logical position on dual monitor systems.

  • When printing reports to file, you can now choose from four different formats on the print dialog: Excel, HTML, Text, or Word. The default format can be set in the Company Profile.

  • When printing reports to file, the filename defaults to the name of the report.

  • A function has been added to allow you to purge Item Notes.

  • Will now automatically convert an ACCPAC Plus Inventory Control 7.0A database to a compatible format.

  • In some cases on XP, 2000 and NT machines, the Auto-workstation install ran when you started the program, even though a workstation install had already been done and was not needed.

  • The User Defined Cost fields were incorrect on the Item Valuation report in some cases.

  • The Item Valuation report did not accurately report the quantity on hand unless Day End has been run in Adagio OrderEntry.

  • When entering transactions, an error message was displayed in some cases if you pressed Enter multiple times because the program did not respond immediately when saving a line or posting.

  • There were costing errors in shipments if the quantity on hand was negative and the Standard Costing method was used.

  • After posting a stock transfer, you were unable to post invoices in Adagio OrderEntry until you closed Adagio Inventory.

  • In some cases after using certain functions, the backup would not proceed until you closed and reopened the database.

  • When using single segment item numbers, the item number is now forced to upper case.

Adagio Inventory
6.8A | 2003-03-28 (Mar '03)
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Release Notes
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  • When program starts, it checks that a workstation install has been done and that it is current.

  • When program starts, it checks that the Report Tables Drive is correct and up to date.

  • The install now checks for Adagio programs in use by other workstations on a network.

  • The install now checks to be sure the user has installation privileges to local machines running XP, 2000 or NT.

  • Adagio SalesAnalysis sample data files have been added to the sample data.

  • An Access Violation error occurred in some cases when a hint was displayed on a grid (mouse cursor over a field too wide to be fully displayed in the grid), and you tabbed to a button at the side of the grid and pressed the Enter key.

  • If you did a Smart Finder search, then changed the criteria but escaped before doing another search, the next time you invoked Smart Finder, it would show the result from the first search but with the changed criteria.

  • When an Item Note was edited and the time changed, a note with the new time was created but the original note was not deleted.

  • When you deleted an import/export template, it appeared to be deleted but was not actually deleted.

  • In some cases, there was an error when importing when string fields contained a comma.

  • Import failed in some cases if the last field on a line in the import file was empty quotes.

  • The export format for exporting reports to file has been changed from Text to Microsoft® Word.

  • An error occurred on some machines when printing the Physical Inventory Reconciliation report.

  • Costing was incorrect for shipments in some cases for LIFO/FIFO items if costing lots contained negatives quantities.

  • Quantity on hand was incorrect on the Item Status report in some cases until Day End was run in Adagio OrderEntry.

Adagio Inventory
6.8A | 2002-11-22 (Nov '02)
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Release Notes
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  • Sample data has been expanded.

  • Enhancements have been made in the Data Integrity Checker.

  • Data Integrity Checker detects and rebuilds additional types of phase 2 errors.

  • Data Integrity Checker now checks the secondary item file (ICITM2.R) in phase 1.

  • Crystal Reports Text Object Support library (CRPaig32.DLL) is installed.

  • The chksys.exe utility has been enhanced to check for incorrect Opportunistic Locking settings on workstations running NT4.0, W2K or XP.

  • The install now checks for Adagio programs in use by other workstations on a network.

  • When the program is started, it now checks that a workstation install has been done and that it is current.

  • When exporting a range of items, all items were exported instead of only items in the range specified.

  • When importing items, if the import file did not contain the pricing units field, an error occurred in the item. The pricing units are now defaulted from the stocking units.

  • When importing items, if the import file did not contain the pricing fields, an error occurred in the item. These fields are now defaulted from the category if they are not contained in the import file.

  • When importing an Excel® spreadsheet, blank cells (for blank string fields) caused an error.

  • When importing items, the counts of records added and ignored where incorrect in some cases.

  • The export format for exporting reports to file has been changed from Text to Microsoft® Word.

  • If another application installed the Crystal Reports 8.5 print engine, there were intermittent problems printing reports on some machines.

  • Item Status report uses less paper when printed with only the 'Total quantities' or 'Quantities by location' options.

  • When printing the Physical Inventory Reconciliation report or the Physical Inventory Worksheet, the error "Critical Error [1]: Unknown error deleting dataset" occurred if the Enter/Edit Physical Inventory function dialog was open at the time.

  • When printing the Adjustment Audit List, the error "Critical Error [1]: Unknown error deleting dataset" occurred if the Edit Adjustments function dialog was open at the time.

  • The Item Valuation report by control account was for the wrong control account in some cases if you had ever deleted a control account.

  • When printing the Item Reorder report to file, the Browse button beside the filename did not work. If this report is Previewed and then exported to Excel®, the resulting output has been improved.

  • When the Item Valuation report was printed with the 'Items by location' option for a specific location, the residual cost information was incorrect in some cases for items with quantity on hand of zero at that location.

  • An error occurred when printing reports to file on Windows 2000 stations.

  • User defined cost name field on the Item Status report overflowed in some cases.

  • The error message displayed if you attempt to log in to a database when another user is running an integrity check for the same company now clearly indicates why you cannot log in.

  • When a date was entered on the login screen without using slashes (for example: 112202) and you pressed Enter or clicked the Open button before tabbing out of the date field, the login date that was typed in was ignored and the Windows system date was used.

  • You can no longer make an item not active at a location if there is quantity on sales order or quantity on purchase for the item at that Location.

  • You can no longer delete a non-stock item if there is quantity on sales order for the item.

  • You can no longer delete an item that has alternate price list items. The alternate price list items must be deleted first.

  • If a FIFO or LIFO item had multiple costing lots filled, and you did a shipment for the exact qty contained in all lots but the last one, the last lot did not get moved into lot 1, but instead was moved to lot 2 and lot 1 was left empty.

  • Posting receipts multi-user resulted in missing transactions in the Receipts Audit List and G/L batch in some cases.

  • When working with ACCPAC Plus 6.1B databases, if you posted a receipt with multiple details and completed the receipt during posting, the receipt was not totally cleared, causing a integrity error.

  • Posting a shipment for a FIFO / LIFO item with a negative cost and positive quantity in one of the costing lots caused an error.

  • Problems could occur in rare cases when multiple users were adding items at the same time.

  • Problems could occur in rare cases if one user posted a receipt containing an item that another user was editing at the time.

  • If the Period End function was run on a large database or a slow machine, the program appeared to be hung, although the process would run to completion. A progress bar has been added to the function.

  • The reorder data displayed in the Edit Reorder Data function and on the Reorder Data tab on the Item Inquiry dialog was incorrect in some cases.

  • If you open a database that was originally created by an older version of ACCPAC Plus Inventory Control, Adagio updates any older style ISAM files in the database. In rare cases a data integrity error occurred in this process.

  • The 'Auto increment segment option' now works correctly when the initial value of the segment you are incrementing does not use the full width of available characters.

  • Changes to the Help | About dialog have been made.

  • An error occurred in some cases when rapidly moving the scroll bar in a grid or finder on large databases or slower machines.

  • After using the Softline Item Number Change program on an Adagio Inventory database, an error occurred when you used the Edit Items or Edit Control Accounts functions. This no longer happens.

Adagio Inventory
6.8A | 2001-07-10 (Jul '01)
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Release Notes
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  • An error message was displayed when you attempted to clear the Tax Tracking report if there were no tax tracking details. You now get a message saying there is no tax tracking information to print.

  • After using the Item or Item with Sales and Cost inquiry functions, you were locked out of certain other functions. This has been corrected.

Adagio Inventory
6.8A | 2001-05-17 (May '01)
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Release Notes
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  • Initial release of Adagio Inventory.