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

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

·    Import functions had an Access Violation error when importing a CSV file where the last record is missing the end of record indicator (a CR/LF). Previous versions of JobCost were able to import such files.

·    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.

·    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 JobCost 9.2A now installs to the \Softrak\JobCost folder and the program name is JobCost.exe. Previous versions were installed in \Softrak\AJwin and had the program name AJWin.exe.

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

Jobs and Estimates

·    Optional Fields have been added to Jobs and Estimates.

·    The Job Inquiry screen is now sizeable to allow room to display Optional Fields on the grids of the Summary General, Summary Costs and Summary Units tabs.

Batch Entry and Posting

·    Optional Fields are populated in batches from Estimates if defined, otherwise from Jobs. Batches Retrieved from Payables, Inventory, Payroll, Receivables and Invoices are populated with Optional Fields. The Day End function in PurchaseOrders populates Optional Fields in cost batches. Optional Fields are posted through to the Job Details and can be sent to the G/L Description field 1 or 2 for the ‘User defined’ format using these codes:

   %os1 -  for Optional string 1
   %os2 -  for Optional string 2
   %os3 -  for Optional string 3
   %od1 -  for Optional date 1
   %od2 -  for Optional date 2
   %oa1 -  for Optional amount 1
   %oa2 -  for Optional amount 2
   %ou1 -  for Optional unit 1
   %ou2 -  for Optional unit 2

Reports

·    Adagio JobCost’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\JobCost\StandardReports. Revisions to these reports should be placed in \Softrak\JobCost\ModifiedReports. Custom reports to be added to the Reports menu should be stored in \Softrak\JobCost\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.

·    A new ePrint code %CDT is available to put the Run date into either the PDF filename or folder name for the Retainage Payable Aging and Retainage Receivable Aging reports.

Import / Export

·    Optional Fields are supported in Import / Export templates.

·    The Import / Export functions have generally been made standard with other Adagio modules.

·    Import templates now have finders on fields on the Defaulted Fields tab.

·    The Default Import Templates in prior versions contained all fields. The default templates have been changed to use a reduced set of fields that would more typically be required. Additional fields can be added or defaulted as needed.

Note: The conversion to JobCost 9.2A will delete ALL existing import/export templates and create new default templates. You should print any template you use before installing the 9.2A upgrade so you can easily recreate them after conversion.

·    Adagio Console can now copy import/export templates for JobCost 9.2A, whereas for earlier versions it could not.

·    Added ‘Auto-import on startup’ option to import templates and ‘Process Imports’ option to User Preferences.

·    The Job is no longer a required field in the import file for Jobs or Estimates. If you have an import file with a list of Phases and Categories, you can default a Job. If the import file is a list of Jobs, you could default the new Phase and Category.

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

Miscellaneous

·    The conversion from earlier versions now offers to make a backup zip file prior to converting.

·    The Data Integrity Check (DIC) saves results for the last 9 previous runs in files AJWINERR01...09.dat (where .dat is your company data file extension). The current DIC information will always be in AJWINERR. If you do check/rebuild/check without closing the DIC function the results are appended to the same file.

Problems Fixed

·    Import Jobs, Phases and Categories functions now prevent you from importing fields that cannot be edited in their respective Edit functions. Importing certain other fields could cause data integrity errors. Such fields are automatically calculated as required.

·    Default Export and Import templates have been made to match to simplify importing a file created from an export.

·    Additional field validation and limit checking is done during import.

·    Import functions calculate and default fields as required if the import template does not contain them.

·    When creating a new import template it could not be saved in some cases.

·    Import functions now force you to import or default required fields, such as the Job Number, where applicable.

·    Corrected field validation in the Timecard entry function.

·    Many other fixes were made to the import functions.

·    If you use Timecard batches, and there were no cost batches in JobCost, in rare cases when you ran Day End in PurchaseOrders you could receive the error message \\\"Error adding record to batch control file, record already exists.\\\" on all PO job-related receipt details and a cost batch was not created in JobCost.

·    Some codes were not being sent to G/L Description 2 field for the ‘User defined’ format.

·    The Job Status Report defaults the ending date to a date in the future to avoid confusion when Retainage Receivable and Retainage Payable amounts are not included on the report because they are future dated and selected by the Due Date.

·    The Job Estimates Worksheet report with the option 'Cost type totals by' set to ‘Cost Type’ printed only the LAB (labor) type totals and others (material and subcontract) did not print in the totals section for either the job or the report.

·    The option ‘Include other charges in billings’ (i.e. Taxes) on the Job Summary report is now respected in the totals for Billings less Costs. The report now includes the setting of this option in the header.

·    The option ‘Include jobs without transactions’ is now included in the header of the Job Status, Billing Worksheet, and the Retainage Payable/Receivable Aging reports.

·    The Direct Costs Analysis report did not respect the 'Print report for' settings. If you selected 'Active only,' closed jobs also printed. If you selected 'Closed only', active jobs also printed.

·    The Billing Worksheet report printed the description passed from Payables rather than the Category description in some cases.

·    Added more protection to retrieve functions when other users are posting in the modules being retrieved from.

·    The default for the Revenue Level is now respected when creating new jobs with simple cost tracking.

·    The Data Integrity Check function did not create a log file (AJWINERR.dat) like other modules.

·    The Set Style Color button did not work for Jobs, Estimates or Archived Jobs grids.

·    After using the Styles function you could not access it again until you logged out or closed JobCost.

   Compatible with future release of Adagio Payables 9.2A.

   The Edit Job function now displays a warning if the customer is inactive and prevents the job from being saved.

   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.

   When the %cnm code for Customer Name was used in the Send to GL Description and User Defined settings, only the first 30 of 40 characters of the customer name were sent to the GL.

   The Auto-fill options for vendors are now supported in the Edit Customer function.

   Minor fixes in Edit Customer made in Adagio Receivables were made in JobCost.

Enhancements and revisions in Adagio JobCost 8.1D (2014.06.23) Upgrade

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 retrieving, importing, printing report sets, backup and integrity check, etc. across modules, and view, print or email the results from an automation log. Security Groups and Import/Export Templates are now supported in the Copy Definitions function in Console.

   Revenue can now be tracked to the Phase or Category level for jobs having the 'Simple cost tracking job' option enabled.

   Adagio ePrint users can view the customer copy PDF of invoices from transactions in the Edit/View Customer functions.

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

   A Listing button and report have been added to the Security Groups function. The report prints all options or enabled options only for a range of groups.

   Added options on the Copy Job dialog to allow you to copy either the estimate amounts or the actual amounts, and to recalculate amounts, when copying estimates with the job.

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

Problems Fixed

   The smart finder got the error "Invalid Pointer Operation" in some cases.

   In JobCost 8.1C, the Data Integrity Check (DIC) reported errors in Job Percentages for jobs in the Job Percentage Audit List that have been archived or deleted. The DIC in DataCare did not have this problem.

   In JobCost 8.1C, Inventory Control transactions could not be retrieved, although JobCost recognized a batch was available to retrieve after job-related shipments were posted in Inventory.

   If more than 255 transactions were posted for the same Job, Phase and Category, with the same date, the posting process hung.

   In JobCost 8.1C, the enable/disable of the Post button for the Cost and Billing batch functions was controlled by the wrong menu setting in Security Groups. The Post choices on the menu and in the right-mouse pop-up menu were not affected. No adjustments to Security Groups are required after installing this version.

   The Post button for the Cost and Billing batch functions, and Post in the right-mouse pop-up menu, were not controlled correctly from the settings in Security Groups.

   Custom reports created with Crystal Reports for Adagio and printed from the Reports menu in JobCost could not be printed in landscape in some cases.

   When creating views in Adagio GridView, links to customer are now to AR customer rather than JC customer, allowing Insert Related Data to get the customer name from Receivables.

   The Delete Closed Jobs function displays a message on completion indicating whether any jobs were not deleted because 'Keep as template' was set in the job.

   The Shade Color in User Preferences was not being used in some sections for some reports.

   The Data Integrity Check (DIC) appeared to be hung in some cases when checking very large databases across a network, with many jobs, transactions, and closed jobs that are not deleted. Visual responses have been added to each step of the DIC.

   Posting Multiple batches from the batch list or Post button was ignoring Ready to Post set equal to No and posted these batches.

New Features

   Fully compatible with Windows 7.

   A table for GL details for posted transactions is written to when batches are posted. This allows the drill down to the Transaction Detail in the Job Inquiry to show the GL details. New postings after installing 8.1C are required.

   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.

   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. 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. Favorites can be private to the Adagio user or public for use by all users.

   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. Report Sets may be launched from a command file or a scheduled Windows task by running tbwin.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 all your daily or month end reports.

   Added 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 the Company Profile. Includes new options 'On Start-up', 'Alphabetically sorted field list' and 'Exclude Ranges'. 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.

   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.

   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 march through the found list. Turn it off if you usually want to search by a 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.

   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 fields sorted alphabetically.

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

   Added an Excel Direct button to various grids, including View Customer and the customer transaction tab, Jobs, Phases, Categories, Estimates and Managers. Use the 'Enable SF Export' option in Edit User to enable or disable the Excel Direct button. Excel Direct from grids now has a progress bar and cancel for grids with a very large number of rows.

   New program icon and toolbar buttons provide a cleaner look and differentiate this new version visually. If you are installing an upgrade to 8.1C, to see the new icon you will need to edit the properties of any existing JobCost shortcuts, click the Change Icon button and select the new image.

   Added Job, Estimate and Archived Job Styles and Filters to grids and finders in JobCost.

   Account Styles were added in Ledger 9.0D. They are now supported in GL account finder grids in JobCost.

   Customer Styles and Filters in Receivables 9.0B and higher are supported in customer grids and finders in JobCost.

   Added a Find button to the Edit Jobs and Archived Jobs functions to allow you to look up jobs by Job Description 1 or Contract Number, rather than having to determine job numbers or search by smart finder.

   The Estimates finder and smart finder use a composite of the Estimates and Job Master tables. This allows you to search by Job fields when entering batches or editing Estimates. This means you can now search by Customer and do not need to memorize which jobs belong to which customers.

   All report dialogs have been changed to the Adagio standard.

   Added 'Report Preview Options' in the File | Workstation 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 orders, invoices and credit notes).

   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. Alt-F4 closes the program.

   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.

   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: \softrak\ajwin\ajwin.error.log. 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. 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. The zip file will be in the \softrak\system folder, located on the drive where Adagio is installed. The filename contains a date and time stamp, and is of the form AdagioSnapshotYYYYMMDD_HHMM.zip. The zip does not take any of your Adagio database files.

   The Help | About screen has been changed to the Adagio standard, having a 'System Info' tab and including a link to a documentation page for the module that shows New Features, What's New video and manuals.

   When JobCost 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.

   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 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.

   Grids, filters, and finders now show the lookup values instead of the raw data values for many typed fields. For example in Job grids the Revenue Recognition Method shows 'Completed Contract' and '% Complete' instead of 1 and 2.

   Added Notes tables to the Crystal table (AJW81) to allow you to create custom reports in Crystal Reports for Adagio. Added Notes Header, Notes Detail, and History Notes Header and History Notes Detail.

   The Edit/View Customer functions now show documents from history in Adagio Invoices 9.0A and higher on the Transactions tab.

Install Changes and Fixes

   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 \\myserver\accounting\. 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 \softrak\system 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 install warns you if it finds reports in ModRP or CustomRP that may need to be adjusted for compatibility after installing a JobCost upgrade. See the section Converting Custom Reports and Views in the Release Notes for more information.

   When installing Adagio JobCost (or other Adagio modules that use version 8.5 of the Crystal Reports print engine) for use with Remote Desktop Services (known as Terminal Services in Windows Server 2008 and previous versions), this necessitated manually copying the crystal folder from the main windows folder to the windows under each user. For example, on Server 2003 you had to copy the crystal folder from C:\windows\ to C:\Documents and Settings\username\windows. This is no longer required. The install and workstation installs will do the copy. The JobCost program will also do the copy if possible, which will avoid the need to do a workstation install in some cases. If the copy was not done you received an error when printing reports.

Problems Fixed

   The Data Integrity Check no longer reports errors in posting journals containing Jobs that have been closed and deleted.

   Imported Job Estimates now show on the Job Estimates Audit report.

   The Cost Types inquiry was disabled unless your Security Group was set to allow edit as well.

   The Edit Notes button is now available on the Customer Inquiry function if the user belongs to a Security Group that does not allow access to Edit Customer.