Adagio OrderEntry Change log

Adagio OrderEntry
9.3A | 2021-09-27 (Sep '21)
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    ·    Importing the Country code for Ship to and Bill to Addresses will allow variations for Canada and the United States. These country codes will work without resetting the 'Format address?' option:

         Canada, CA or CAN

         USA, United States or U.S.A.

    ·    Copying a Current Invoice already processed by Day End was incorrectly saving the G/L Posting # value on the newly created order and invoice, instead of clearing it to zero

    ·    If an invoice had been posted and processed by Day End and, subsequently, a miscellaneous charge record used on the invoice was deleted, it was possible to post a credit note for this invoice and invalid miscellaneous charge.  This prevented Day End from running. A credit note can no longer be posted in this scenario and the invalid miscellaneous charge detail must be deleted first.

    ·    If Miscellaneous Charge records incorrectly had leading spaces in the Description, perhaps due to conversion from a legacy database, it caused problems editing orders that had this charge as a detail. There is no longer an error when editing orders. Note:  These Miscellaneous charge records should be edited and saved to trim the leading spaces from the description to fix future transaction entry.

    ·    For datasets with single segment items and barcodes, the Item Finder kept going to the top of the item list.

    ·    When invoice BillTo and ShipTo information is identical for an Order and, if editing this Order presents the Update Address prompt, choosing to update the address will change both the BillTo and ShipTo addresses regardless of the Exclude Custom ShipTo setting.

    ·    Editing/posting transactions paid with Online Credit Cards did not display the most up to date Credit Card information in Order entry, in some cases.

    ·    Editing an item description on a posted order and saving with no other changes did not trigger that the order was edited, if none of the details had a quantity shipped value and no miscellaneous charges details existed. The change to the item description was not saved. In this scenario, the detail item description now correctly saves the new description.

    ·    When creating a new order for a customer and shipto code where the default item location is set on the customer, a default location set on the Entry Template incorrectly took precedence over the customer setting. This has been corrected and the Entry Template value is only used if no default Location is set on either the customer or shipto records.

    ·    If an item has no quantity on hand at a location and negative quantity is prevented in Adagio Inventory, it was possible to create and post an order and invoice with the default quantity shipped of 1 as long as this value was not edited. Now, the expected insufficient stock on hand error appears.

    ·    If the Adagio RMA add-on program was installed after OrderEntry data was already converted to the 9.3A level, the data did not initialize correctly for the Allow Create RMA security group option to be visible and enabled.

    ·    Multiselecting historical transactions to delete would give an error ‘List Index out of bounds (0)’, if the number of records in the grid exceeded a very large size.

    ·    Import Batches now gives a validation error when an optional field that requires a non-blank value, but is not verified against a predefined list, has a blank value in the import file.

    ·    Importing orders now correctly recognizes the Country value of 'United States' in addition to 'USA' when determining if the BillTo or ShipTo address should be marked as Formatted.

    ·    Rebuilding integrity errors on the Order Detail file now detects that leading zeroes on Miscellaneous Charge details on the Item Number field have been truncated. This had caused the detail to become invalid.

    ·    Transactions for Online Credit cards for Credit Card Processors with 'Level 3 Processing?' enabled failed to settle because there were too many product line items, in some cases. Now, posting restricts the number of line items sent to the Repay gateway without impacting the number of line items added to an Order or Invoice.

    ·    Credit Check Warnings no longer appear when posting new orders/invoices that have been paid fully.

    ·    If an invoice or credit note date is deleted on the Total tab, you are immediately warned of the situation and the previous date value is restored.

    ·    When printing Report Sets using either AdagioV2PDF or AdagioV3PDF as the specific printer rather than using PDF Document as the destination, the report log now stores the PDF file name and save location instead of simply 'Printed to AdagioV3PDF'.

    ·    When printing a report set directly to the AdagioV2PDF driver and choosing to cancel the printing for a particular report from the PDF Save As screen, you are prompted to cancel printing just that report or the entire report set. This choice is written to the report log.

Adagio OrderEntry
9.3A | 2020-05-21 (May '20)
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Release Notes
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    ·   Posting Credit Notes for Non-Stock items that were not Active in a specific inventory location was causing Data Integrity errors and errors during Day End Processing.

    ·   Using the SmartFinder search from a filtered List of Orders/Invoices/Credit Notes was causing an error: Internal Error: Field number is out of range.

    ·   When serial numbered items were posted in an order, the serial numbers entered would be copied to all the subsequent lines, regardless of whether they were Serial lines or not.  While all details presented correctly in OrderEntry, this complicated creating GridView views and has been fixed.

    ·   In Edit Credit Card Processor, for accounts with long passwords, each time the Processor was saved, the password had to be re-entered.

    ·   When importing credit card transaction processed in another program, Capture transactions were imported as Pre-Authorizations.  Pre-Authorization with Captures will not be imported.

    ·   Fixed the definition of Tax Status in the OE92A History Header (View) dictionary.

    ·   In Special Prices for an item, if an Inactive item is selected, it must be activated.

    ·   When DocStore is integrated, attaching the first PDF to posted invoices or credit notes is now correctly saved when done from the Enter Invoices/Credit Notes areas.  There was no problem when attaching PDFs from with the Inquiry function nor when attaching an additional PDF to invoices or credit notes within the Entry function.

    ·   For APS credit card payments, when ‘Level 3 processing?’ was set on the credit card processor, an incorrect amount was sent as the ‘Shipping’ total under Order Information in the APS Vault.

    ·   The Sales report was reporting on all Salespersons when the Sort by selection criteria was limited to a specific range of salepersons.

    ·   In some cases, edits to the item details were not retained when the order was posted.

    ·   When a future or standing order is created with a new Inventory item that does not yet have quantity by location files created, the data integrity check no longer reports an error.

    ·   Emailing forms using a Direct method that requires TLS/SSL encryption closed a Windows socket that prevented subsequent posting of transactions with online credit card payments using APS Payments and gave the error ‘XML request to gateway failed’.  This error no longer occurs with this sequence of steps.

    ·   For Credit Card Processors with Level 3 Processing enabled, negative item details cannot be processed.  This affects Order or Invoices with Pre-Authorizations, Invoices for sale and captures, as well as Credit Notes for credit transactions.

    ·   Fixed a problem where the date range on the Tax Tracking report was not being remembered correctly.

    ·   Users with security access to editing customer online credit card information can now do so when editing a customer from within the enter order function, in addition to the standard Edit Customers area.

Adagio OrderEntry
9.3A | 2019-11-25 (Nov '19)
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Release Notes
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    ·    In Edit Payment, if Auto-Generate is disabled and then enabled again, the Cash Payment Amount was displayed but it was not reset properly.

    ·    If an entry had been saved with a Payment (non Credit Card) and then edited to change the Payment method to a Category 9, Credit Card Type for APS Payments, the Authorize button was incorrectly disabled.

    ·    When the client has a ship to address and the code is a blank ship to code, Exclude Custom ship to address did not update the Order with updated fields from the Ship to code that are not Address related.

    ·    If an email cannot be sent successfully, an error message with the reason for the failure will be displayed.

    ·    A previous change allowed editing an order and clicking OK to close, without resetting the print status. This change prevented editing orders with quantity shipped on items from being invoiced. Now editing an order with quantity shipped will always prompt to post an invoice or order, whether any changes were made or not.

    ·    Editing the description of an Instruction or Comment detail did not stick unless a field on the Header tab was also edited.

    ·    Corrects an error where, if on opening an existing order you are prompted to update the order from the customer and you selected ‘Address Only’ or ‘All’, if you did not make any other change to the order, the customer/address changes were not saved.

    ·    For Serial Numbers added in 9.3A, the Item description field would not always display the Serial Numbers. Instead, a blank or the Item description may have been displayed.

    ·    Transaction grids with an active filter with an applied sort method now correctly highlights the first row when the tab is opened instead of the last row, when the option to ‘Reverse order of order list’ is enabled.

    ·    Finder / Smartfinder was showing a Character string instead of 'Linked' for the Doc Link field in some cases.

    ·    Cannot post an Invoice for a Miscellaneous Customer that is overpaid.

    ·    When printing labels from either the Orders or Invoices grid screens, the remembered form option was incorrectly used for the document type instead of the grid document type. This has been fixed.

    ·    If a document number was posted with 12 characters, Find from Enter Orders/Invoices/Credit Notes, View Orders/Invoices/Credit Notes or History would trim the first character.

    ·    Consolidate G/L Transactions was not checking if DocStore was enabled for the dataset. This only affected data that was restored and then had DocStore disabled. An 'Invalid Document Filer Handle' Error message would appear.

    ·    When Consolidating Ledger transactions prior to retrieval into Adagio Ledger, the Description 2 field now has consolidation text as Description 1 does.

    ·    With the Adagio RMA Add on, the RMA report did not properly print Historical RMAs.

    ·    If editing an item for Inventory 9.3A and new fields Total Cost or Average Cost were included on the item grid, an error message was displayed.

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

    ·    MultiCurrency only: When the Payment method for a Source Currency customer was changed to a Payment Method using Home Currency, the Payment amount in Home Currency was calculated at the incorrect exchange rate.

    ·    With the Adagio BOM Add on, when a Bill of Materials was set with a Build Unit of Measure other than the Stocking Unit for the Master item, BOM Assembly did not update Inventory items and Item Transaction History with the correct Unit Cost, Most Recent Cost and Quantity in some cases.

    ·    In some cases, Automation batch files showed success though OrderEntry didn't open.

Adagio OrderEntry
9.3A | 2019-08-13 (Aug '19)
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Release Notes
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    New Features

    ·    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).

    ·    Added the ability to attach and access DocStore files from the Order/Invoice Inquiry.

    ·    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.

    ·    A Receipt email is sent to the Customer by American Payment Systems during capture or sale processing in posting if the Receivables Credit Card processor option for 'Send Customer Receipt?' is set to Always or if set to \\\"By customer card\\\" and 'Send receipt?’ is set on the customer credit card record. The Receivables Credit Card processor must also have the User name and Password set. Note: Requires a future release of Adagio Receivables dated after the date of this OrderEntry release.

    ·    If Credit Cards have been vaulted in American Payment Systems through another system, such as Webtelligence™ from North49 Business Solutions, rather than in Adagio, you can import sales and credits into OrderEntry using the Credit Card Vault Id by Importing Orders with Credit Card Payments. Sales or credits processed in another system will pass through OrderEntry and Receivables without any additional credit card activity being processed by Adagio. For a Pre-Authorization, the sale will be captured when the Invoice is posted. Note: You cannot edit Payment amounts or anything credit card related in the imported order. The Credit Card Processor record in Receivables MUST be set up with the Username and Password. Note: Requires a future release of Adagio Receivables dated after the date of this OrderEntry release. If the new credit cards are being added through importing Orders, the Processor Code will default from the imported or defaulted Payment method. The Billing address will default from the APS Payments vault. The Credit Card Id, Description and Credit Card type will default from the APS Payments vault. If these fields are blank in the APS Payments vault they will default to these settings:
       Credit Card Id - CARD01, CARD02, etc.
       Description - ‘Auto-added on import’ plus the import date.
       Credit Card - ‘Type’ - Other/Unspecified.

    Problems fixed

    ·    In OrderEntry 9.3A (2019.04.08), if the ‘Shipped as Ordered’ option was enabled in the Company Profile, when the Ordered quantity was 1, Backordered was set to 1 and Shipped was zero.

    ·    For Adagio DocStore users, when OrderEntry is used stand-alone (Inventory is not used), the view document button did not have the correct image.

    ·    Remembered form options did not correctly remember the Order number.

    ·    The 'Unit cost' could be set to a negative amount for User Specified costing items and for all Costing methods in Credit Notes and RMAs. Where Unit cost is editable, it can no longer be set to a negative amount.

    ·    Previously, if an order was edited and any of the quote number, revision or territory was edited and nothing else, saving the order lost these changes. This has been fixed.

    ·    When a Location was changed and propagated to the details, non-stock Items were not correctly having the location changed.

    ·    In RMA entry, a negative cannot be set for a Returned quantity. A Warning message will appear: 'Shipping a negative quantity is not permitted.', and the quantity will be cleared to 0.

    ·    Editing an order for the purpose of attaching a PDF with DocStore no longer reposts the order and resets the print statuses of the order confirmation or picking slip to False. Similarly, simply editing an order and clicking the OK button also no longer resets the order print statuses to False.

    ·    Expected Ship Dates from Item Detail cannot be older than the Order Date but they may be blank.

    ·    Credit notes posted without an associated invoice did not write to the Date field on the detail records; thus, the History Items search would not locate these details for typical date range criteria. Now, the history details have the Date field populated to allow the History Items search to work as expected.

    ·    If the Security Group is set up to Hide Costs, Item Information will not show the viewer for PDFs for Current/Open POs.

    ·    Day End will update the Item Transaction History with the Original Order number in the future release of Adagio Inventory 9.3A.

    ·    In OrderEntry 9.3A, when the Document number was changed to maximum length of 12, Dayend was not updating the IC Serial numbers audit list with the full Invoice number; the last 2 characters were lost.

    ·    SalesCQ quotes are now shown on the Transactions tab in Edit and View Customer if SalesCQ data is present. Note: Drilldown to SalesCQ transactions screens is not available (that is only available in Edit Customer in SalesCQ). Items show quantities with 2 decimals. The Quotes tab is only available in Edit Customer in SalesCQ.

    ·    When there are more than 4 item detail optional fields, they did not display properly when accessed from the Orders/Invoices/Credit notes Inquiry and History Inquiry.

    ·    Importing with Field offset was trimming the import field on the right instead of the left.

    ·    Added All Spec for Shipping Labels. The specification file is OE$LABEL.

    ·    When OrderEntry is used without Adagio Inventory, the Data Integrity Check was hanging if it ran into an orphan record in the O/E Additional Item File in some cases.

Adagio OrderEntry
9.3A | 2019-04-08 (Apr '19)
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Release Notes
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    ·    Enhanced compatibility with future release of Adagio Inventory 9.3A. Document links for Adagio DocStore are sent to Inventory 9.3A. The item description from the OE documents is sent to Inventory (in case you change it from the description in the Inventory item).

    ·    Compatible with Adagio DocStore for future release of Adagio SalesAnalysis 9.3A. Document links are sent to SalesAnalysis.

    ·    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.

    ·    For DocStore users, the glasses graphic was added to the Header tab for the Enter Orders/Invoices/Credit Notes and View History functions to highlight the fact that the DocStore view / attach buttons are available on the screen for that tab.

    ·    The 'Ordered' quantity for Item details now defaults to 1 rather than zero to speed up entry in many cases.

    ·    Cancelling a new order that had a pre-authorized online credit card payment would result in overwriting a different order in some cases.

    ·    For Auto-Invoice Orders, the Print Status settings for Picking Slip printed and Order printed are now updated to ‘No’ for fully and partially shipped Orders.

    ·    The check for duplicate References failed to detect there was a duplicate in current orders in rare cases.

    ·    The Contact field on the Order Header tab is now 30 characters long (it was only 18 characters). It was also the incorrect length for Statement specifications and import functions. Entry into BillTo / ShipTo Contact fields was also limited to 18 characters, although this was not an issue for specifications or import.

    ·    In rare circumstances, orders with an ‘on hold’ status could be edited and saved, causing fixable integrity errors for item on sales order values. This scenario no longer occurs.

    ·    For Adagio DocStore users with OrderEntry 9.3A (2018.12.14) and higher, if 'Edit PDF setup' was not enabled in the User record, the DocStore and old ePrint Viewer icons both showed in the Enter Orders/Invoices/Credit Notes and View Orders/Invoices/Credit Notes functions.

    ·    Auto-invoicing prepaid orders no longer pauses for each credit card that is declined. The Auto-invoice log will show two messages: 'DECLINE' and 'APS capture/sale/refund failure.'

    ·    For Adagio Payments users, pre-authorized amounts were rounded up to the nearest dollar to avoid potential penny rounding issues when the invoice amount was captured. In some cases, this caused unnecessary credit/debit transactions to be processed and doubled amount of the credit limit used on the customer’s credit card account in some cases. Authorized amounts are no longer rounded up to whole dollars if 0% is set as the ‘Authorization overage %' in the Payment Processor in Receivables.

    ·    These specification codes did not print the correct values for the eleventh and higher Miscellaneous Charge when more than ten Miscellaneous Charges were used in OrderEntry 9.3A:
       F16, total misc. charges
       F25, net discounted invoice amt.
       T01, total of all items, misc. invoice charges, and tax details printed
       T02, total items and misc. charges less discount
       T03, total items and misc charges less discount, plus tax

    ·    New Import option 'Duplicate Ref. check override?' to override the 'Check for duplicate reference' option in the Company Profile. It is only available if 'Check for duplicate reference' is turned on in the Company Profile. Import will only check for duplicate references if 'Check for duplicate reference' is turned on in the Company Profile and the new option 'Duplicate Ref. check override?' is not checked.

    ·    After installing OrderEntry 9.3A (2019.01.17), the Data Integrity Check and DataCare checked temporary tables that did not need to be checked, slowing down the integrity check.

    ·    OrderEntry can no longer be closed while the Data Integrity Check is still open. This caused an error.

Adagio OrderEntry
9.3A | 2019-01-17 (Jan '19)
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Release Notes
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    ·    In OrderEntry 9.3A (2018.12.14), if you used the Customer button to edit the customer when creating a new order and selected the ‘None’ button when prompted with “Customer and/or shipto record have changed. Do you want to propagate the changes to this order?”, a data integrity error resulted. The previous order edited by the user was corrupted.

    ·    In OrderEntry 8.1C and higher, tax was not calculated correctly for Levy codes 11 to 15. They were based on price rather than the Levy amount from the item.

    ·    GridView views using the composite tables ‘OE Ord Detail /w Head’ and ‘OE Hst Detail /w Head’ for OrderEntry 9.3A did not work after installing OrderEntry 9.3A (2018.12.14). This has been corrected.

    If you already changed your views to correct the problem, you must edit the Definition for the view and change from the table having the word “(old)” in it (eg. ‘OE Ord Detail (old) /w Head’ and ‘OE Hst Detail (old) /w Head’), to the table without the word (old). Or, restore your views to the version before the correction.

    Any new views you create should use the tables without the word “(old)” in the name so all of the new fields are available to you.

    ·    In OrderEntry 9.3A, the Remember Form Options setting in User Preferences was not remembered for the Print Labels function.

    ·    Changes were made for a future release of SalesAnalysis 9.3A.

    ·    If the Contact Last Maintenance Date on the customer Shipto record was blank, this caused the message “Customer and/or shipto record have changed. Do you want to propagate the changes to this order?” to always display when editing an order if the shipping information had been changed.

Adagio OrderEntry
9.3A | 2018-12-14 (Dec '18)
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Release Notes
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    ·    Supports Online Credit Card Payment Processing. Requires add-on module Adagio Payments 9.3A.

    ·    Specification codes were added to print credit card related fields on invoices for use with Adagio Payments:
       F54, cc id
       F55, cc Vault id
       F56, cc Trans id
       F57, cc Authorization code
       F58, cc type
       F59, payment type cc Type

    ·    Added a Copy button to the Edit Special Prices function.

    ·    Multiselect is now available on the grid in the Edit Special Prices function for deleting records.

    ·    Added spell checking (F7) to the Edit Text Blocks function.

    ·    The Find button on the current and history grids is now enabled when a filter is applied. You can use the Finder and Smart Finder to search within the filtered grid. Note1: You must run one Data Integrity Check in OrderEntry or DataCare to make the Find button available on filtered grids. Note2: The Find button is not available for the grid on the Reference tab in history.

    ·    Added an option to the prompt “Customer and/or shipto record have been changed since this orderwas entered” to exclude a manually entered shipto address from being updated (i.e. no ShipTo Code used). Click the option ‘Exclude custom shipto address on update?’ to stop the shipto from being updated from the customer’s billing address.

    ·    Added ‘Wait between emails (seconds)’ option in Email Setup. If your outgoing Mail Server limits the number of emails you can send, setting a delay between emails may increase the number of emails you can send all at once.

    ·    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.

    Problems fixed

    Document Entry

    ·    When interacting with the Orders/Invoices/Credit Notes grid the cursor changed to drag-and-drop or cannot-drop-here in some cases if you use Adagio DocStore.

    ·    Improved performance and corrected problems on the current and history grids, including scrolling and clicking on rows, when Adagio DocStore is used and there are links to documents on the grids.

    ·    The Credit Note date on RMA documents now defaults to the session date, not the RMA date.

    ·    Editing the ‘Format Address?’ option on posted invoices in current or history did not save the change.

    ·    If the 'Use base price list if not found' option on the Processing Options tab in the Company Profile was set to ‘Warning’ and you changed the Price List during document entry, an error saying the item was not found on the price list was displayed when it should not have and the item number was blanked out.

    ·    When you changed the Expected Ship Date on an order, details for non-stock items were not updated with the new date.

    ·    Adding a payment to an already invoiced order is now prevented. Adding a payment you forgot to an invoiced order after the fact does not add the payment to the invoice.

    ·    If you edited an invoice when information in the customer had been changed and the prompt to confirm the changes in the invoice was displayed, when you chose the ‘Addr Only’ button and set the ‘Exclude custom shipto address on update’ to off, the Ship Via and Salesperson were updated when they should not have been.

    ·    If you edited an order and received the message indicating the customer was changed since the order was originally entered, if you selected None to not update the order and made no change to the order, the message would appear again if you edited the order again. This no longer occurs but the Last Maintenance date of the order will be updated even if you save no changes for the order.

    ·    Editing an existing order was not checking if there had been a change in the ShipTo Address since the order was originally entered and the prompt “Customer and/or shipto record have been changed since this orderwas entered” was not displayed.

    ·    The prompt to update customer information should not have displayed when creating a new credit note or RMA from scratch. The prompt is displayed when a credit note or RMA is created from an invoice but the ‘All’ button has been removed from the prompt as it is not likely you would want to change Tax Group, Salesperson, etc. from what is on the invoice.

    ·    Editing a posted invoice prompted to update customer address information. This no longer occurs.

    ·    Restoring an invoice from history was incorrectly prompting to update address information when it was not required.

    ·    When rounding is on in Adagio Inventory, rounding is now applied to all prices, not just prices calculated using percentage markups or discounts.

    ·    For MultiCurrency databases, when a payment was placed on an order/invoice, then the invoice date was changed without revisiting the payment information, if there was a rate difference between the 2 dates, the wrong rate was used on the payment and caused an unbalanced GL entry in AR posting.

    ·    If the Price Level was changed for an item detail and then the Price List was removed, the Price Level did not revert back to what is in the customer.

    ·    Sale pricing was being ignored when a new order was created by restoring an order from history (even though item pricing was updated on the restore).

    ·    The Territory was not being correctly reset between invoices during day end. If the territory was blank on the customer, the territory from the prior invoice was incorrectly used.

    ·    When deleting or completing an order on a very large database, if you received a retry/cancel message because the database was locked momentarily by another user, a data integrity error resulted in some cases.

    ·    The RMA Number is now shown on the Credit Note header screen.

    ·    Credit Notes and RMAs created from an invoice with a payment now retain the payment and credit card information from the invoice.


    ·    Corrected a problem where the Cost of Sales and Cost Variance amounts were incorrect for credits of over shipments if Day End had not been run for the invoice before the credit note was entered.

    Printing / emailing documents

    ·    If the ‘Number of labels’ on the Totals tab in a document was set greater than 1, the ‘Number of copies’ was set to the number of labels on the document print screen.

    ·    When printing picking slips for a range of orders while other users were posting documents, a message saying a document outside the range is locked displayed in some cases when no message should have displayed.

    ·    The Location on the Print Picking Slips window was not saved in Favorites.

    ·    The ShipTo Email and ShipTo Contact fields were reversed in email cover sheets.

    ·    Fields from the database were not populated in the email subject field.

    Inquiries / History

    ·    The Item Information Inquiry, opened with the “i” button on an order detail, did not display the Stock Quantity section for Open PO’s if single segment item numbers are used. Some Security Group settings were not respected. Several other fixes were made to this inquiry.

    ·    In OrderEntry 9.3A (2018.04.10), the history grid was slow if you have a very large number of documents in history.

    ·    When costs are hidden by the Security Group, the cost for items with user-specified costing was shown in the inquiry function.


    ·    In OrderEntry 9.3A, an error was displayed by the Find on the customer grid with a filter applied when you entered a customer code less than 6 characters in length and pressed ENTER rather than selecting the customer from the Finder.

    ·    The Markup Percentage in the Edit Items and Edit Alternate Price Items functions was limited to a maximum of 99.99 and has been increased to 999.99.

    ·    Viewing PDF documents from the Transaction tab in a customer did not work in some cases if you edited the customer from within an order.


    ·    Importing orders now detects orders containing inactive items during validation and import rejects the entire order.

    ·    The User specified date format was lost in import templates when fields were removed or added.

    ·    Improved handling of certain kinds of errors caused by required fields missing when importing orders.

    ·    The ShipTo code in import files was not being used when importing orders in some cases.


    ·    The Print/Consolidate G/L Transactions report displayed an error during consolidation if you use Adagio DocStore and there were missing links in the DocStore database.

    ·    Corrected a problem where completed orders printed on the Aged Orders report in some cases when RMAs are used.

    ·    In OrderEntry 9.3A, the invoice number field was not in the correct column on the Invoice Audit List report and the credit note number field was not in the correct column on the Credit Note Audit List report.


    ·    Entering dates using just the day did not work correctly when the Windows “short date” format was set to yyyy-mm-dd.

    ·    Prevents Access Violation and other errors that could occur in some cases if you accidentally double-clicked buttons, or clicked buttons or the ESCAPE key very quickly on larger databases run on a busy LAN.

    ·    Prevents the “Critical Error: [1011] insufficient rights to create file in data directory” error message from occurring while using the Smart Finder if temporary files from a previous Smart Finder use had not been deleted correctly.

Adagio OrderEntry
9.3A | 2018-04-10 (Apr '18)
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Release Notes
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    New Features

    ·   Compatible with future release of Adagio Receivables 9.3A.

    ·   Adagio DocStore links from documents attached in OrderEntry are sent to batches in Adagio Receivables 9.3A for Direct and Retrieval methods.

    ·   Added new option ‘Send to A/R P/O Reference’ to the System Options tab in the Company Profile for Adagio Receivables 9.3A. Typically this option would be set to “%rfl%rfr” to receive the full 24 character PO Number. This option is only available when the Receivables Batch Type is ‘Direct’. The Retrieval method will be supported in a future version.

    ·   If Adagio Receivables is 9.3A, the Find button on the Customer grid in the Edit/View Customer functions is now enabled when a filter is applied. You use the Finder and Smart Finder to search within the filtered grid.

    ·   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. On the Select the Type option on the Select Fields dialog to show fields of that type.

    ·   Added keyboard shortcut Alt-M to set focus to the Send Method on all forms print dialogs. Once on the Send Method the arrow and spacebar keys can be used to select or deselect Printer, PDF and/or Email. Also added Alt-P, Alt-D and Alt-E to select or deselect directly. Note: previously Alt-P was use for the Send/Print button. Alt-S is now used for this button. The Send/Print button has the focus on the dialog. You can simply press Enter to print.

    Problems Fixed

    ·   Adagio OrderEntry 9.3A did not allow the Expected Ship Date to be blank. A blank date would cause problems for the Auto-Invoice function and printing picking slips by date range. The Expected Ship Date can now be blank. Auto-Invoice will skip any order with a blank Expected Ship Date when selected by Expected Ship Date – the order will not be invoiced. Use the option to select orders by Order Date instead. Orders multi-selected from the grid will be invoiced in all cases. If printing picking slips are selected by Expected Ship Date, orders with a blank Expected Ship Date will not print a picking slip, even when you select ‘All’. To print picking slips for orders with a blank Expected Ship Date, select orders by Order Date instead.

    ·   In OrderEntry 9.3A, if the ‘Auto add items on documents’ option was not on in User Preferences, detail lines added had the Item Number and Description blanked out on the grid. Adding additional details resulted in an Access Violation error.

    ·   In Order Entry 9.3A, if ‘Uppercase customer codes’ is disabled in Receivables and you have customer numbers that are not uppercase, printing from the Print Invoices function for a range other than blank to zzzzzzzzzzzz caused the program to hang.

    ·   In OrderEntry 9.3A, posting orders having a single item only or all items that have Quantity but no Value (i.e. Unit Price and Extension = 0.00) automatically Completed the order.

    ·   The Order Notes tab was not visible in History if no Header Optional Fields are defined in OrderEntry.

    ·   In OrderEntry 9.3A, adding a Comment or Instruction line when ‘Hide completed lines’ was selected displayed an error.

    ·   In OrderEntry 9.3A, changes made to address lines on posted invoices with Formatted Addresses were not saved.

    ·   In OrderEntry 9.3A for multi-currency databases, the Order Amount field on the Details screen moved left on the form after editing the order.

    ·   The ‘No. of copies’ field added to document print dialogs in OrderEntry 9.3A did not work.

    ·   On the print dialog for documents, when multiple Send Methods are used they are remembered for next time. The Send Method was also remembered if a single Send Method was used. This has been changed to default to the preferred Send Method for the customer next time rather than what was selected last time.

    ·   In the print documents functions, if you selected one or more Send Methods that were not the preferred send method in the customer, and selected ‘Use preferred send method’, the question “Was everything printed/sent OK?” was asked even though nothing was printed.

    ·   For customers where Print is not enabled in the Send Method, if you printed multiple forms for the customer (either from the Print Invoices menu or multi-selected from the invoices grid), clicking Preview displayed the message “Nothing in range to preview.” You had to allow Print for the customer in order to be able to preview multi-selected documents. Preview works even for customers that don't allow printing.

    ·   In OrderEntry 9.3A if you used the Complete button to complete an already completed order, after displaying the message that the order is already complete, a message saying there are still items on backorder was incorrectly displayed.

    ·   If a customer has a blank Ship To code on the Invoicing tab for OrderEntry and no Ship To code is specified in the Entry Template, the Ship To code will default to blank when entering an order. This was the behavior prior to version OrderEntry 9.3A and some sites used a blank Ship To as the default ship to location for customers.

    ·   The Auto-Invoice function did not recalculate the Due Date and Discount Date for invoices created when using an Invoice Date that is different than the Order Date.

    ·   In OrderEntry 9.3A when auto-invoicing orders, lines could be missing on invoices created in some cases if other users were posting in OrderEntry or transferring quotes from SalesCQ to orders in OrderEntry.

    ·   Auto-invoice orders did not calculate the invoice discount specified on the Totals tab.

    ·   The Order/Invoice/Credit Note List report had overlapped fields when none of the Additional Information options were selected.

    ·   Printing a Report Set to PDF used the older AdagioPDF printer driver rather than the newer AdagioV2PDF printer driver. This caused a problem if an older version of some Adagio module that installed older AdagioPDF had not been installed at a site.

    ·   Searching History by Item in OrderEntry 9.3A was extremely slow if the Customer Number range was not blank to ZZZZZZ (i.e. when searching for specific customers).

    ·   If there were more than four Optional Fields, they were not displayed correctly in the Edit/View Customer functions.

    ·   When running an Automation File, error messages relating to DocStore in Day End displayed on screen and required operator input. These errors are now recorded in the automation log and are no longer displayed on screen.

    ·   If an alternate item was chosen from the Item Inquiry for a detail line and that item was on sale, the sale price was not used. Similarly, if the Price List was removed (blanked out) in the Item Inquiry, the sale price was not used, nor was it used if the Price List was re-entered.

    ·   In OrderEntry 9.3A, in the View History function on the Items tab, if you selected blank as a Sort By field the Starting / Ending fields disappeared.

    ·   An Access Violation error occurred in Import functions had when importing a CSV file where the last record is missing a CR/LF. Previous versions of OrderEntry were able to import such files.

    ·   Conversion to OrderEntry 9.3A was halted when there were missing header records (i.e. a corrupt database). The conversion now completes and displays a message. Note: databases should be checked for errors prior to conversion.

Adagio OrderEntry
9.3A | 2017-12-04 (Dec '17)
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Release Notes
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    ·   Compatible with future release of Adagio DocStore.

    ·   Compatible with future release of Adagio CatchWeights add-on module. CatchWeights allows companies to sell products that are shipped in different units than the sales order. For example, food distribution companies can take orders in cases and ship in kilograms.

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

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

    ·   Backup options enable automatic or prompted backups prior to performing Day End. You can choose the number of these backups that will be saved.

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

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

    ·   Messages are now centered on the main form, rather than on the main monitor.

    ·   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.

    ·   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.

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

    New Features in OrderEntry

    ·   Formatted Address supported in Bill To and Ship To. Address fields increase from 30 to 40 characters.

    ·   The Document number has been expanded from 8 to 12 characters.

    ·   The Reference field (typically used for the Customer PO #) has been expanded from 12 to 24 characters.

    ·   Increased the Customer Name from 30 to 40 characters and added Name 2 to documents.

    ·   You can now have up to 100,000 Miscellaneous Charges per currency / price list. Prior versions were limited to 10.

    ·   Miscellaneous Charges are now sorted by Description in the Finder.

    ·   You can now have unlimited Ship Via codes. Prior versions were limited to 10.

    ·   The Tax Code Description fields have increased from 25 to 40 characters.

    ·   The FOB Point field has been increased from 15 to 40 characters.

    ·   For OrderEntry 9.3A, the Extension files for document header and detail tables present in prior versions have been combined into the main table. There is just one table – Master and Extension tables are no longer needed. Fields and field names within the Sales Order and History tables have been harmonized to be exactly the same. This simplifies creating custom Crystal reports and GridView views. It makes reports, views and export of grids or smart finder with ExcelDirect for current and history more consistent.

    ·   A dedicated Quote Number field has been added to OE orders for quotes transferred from SalesCQ to OrderEntry. Previously, the Quote Number could be sent to an Optional field, Comment or Reference in the OE order. A dedicated Quote Revision field has also been added to the OE order.

    SalesAnalysis 9.2A (2017.09.04) or higher retrieves the Quote and Quote Revision field from OrderEntry. The Scan Sales Data from OrderEntry function in SA also supports these fields.

    Enter Orders/Invoices/Credit Notes

    ·   Multi-select is enabled in the Enter Order/Invoice/Credit Note grids and View History grids for printing (including emailing and faxing) or deleting documents. On the Orders tab the Invoice button invokes the new auto-invoice orders function (see Maintenance Functions section for further information). The Complete button is also available for multi-selected orders.

    The ‘Allow the deletion of orders’ option in the Entry Template of Security Groups has changed to a dropdown field allowing you to select ‘None, ‘Single’ or ‘Multiple’ to be able to allow users to delete orders without allowing them to multi-select and delete orders.

    ·   Enter and View active / historical Order/Invoice/Credit Note grids can now be sorted by Date (as well as by Customer and Document in prior versions). Default sorts can be set on the System Options tab in the Company Profile.

    ·   Customer and address fields on orders can be updated when there have been changes in the Customer or Ship-To. A confirmation dialog with options to update the document is displayed after editing a customer from within a document; or opening, copying or restoring an existing document; or entering an invoice for an existing order. You can select one of three options: All (updates Customer and Ship To fields), Address Only (updates Bill To and Ship To address fields) or None.

    ·   Notes have been added to documents. Notes on orders flow through to invoices and to history. Notes can be added to completed orders, invoices and credit notes in current and history.

    ·   Added option ‘Expected Ship date spread’ on Processing Options tab in the Company Profile to calculate the Expected Ship Date based on the Order Date. The Expected Ship Date is calculated as N days after the Order Date. Note: The default value is zero after data conversion to 9.3A.

    ·   Optional Fields have been added to item details on documents. Optional fields on items in Adagio Inventory flow to details in OrderEntry. Optional fields on details flow through to Adagio SalesAnalysis.

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

    - Price Levels for the base price list or Alternate Price List
    Stock Quantity for the selected or for all Locations
    - Price History showing invoices for various periods, for the selected or all Customers
    - Alternate items (if any) showing the Qty on hand / Sales order / PO / RMA.

    Highlighting an Alternate item will change the information reported in the other grids to be for that item.

    ·   Added ‘Show item pricing grid’ option to the Items tab in Entry Templates. If this option is on, when you tab to the Unit price field, the item's Price level grid will pop up when entering or editing an item detail on an order. This allows you to select the unit price directly from the grid.

    ·   Added color on detail grids using Styles. There is a default Style for Item, Miscellaneous Charge, Comment, Instruction and Serial Number lines, as well as Completed lines. Items display in colors based on the filters/styles in Inventory.

    ·   An Order Log tab in document entry provides time line information from document inception, including edit history of an order showing user, date and time.

    Note: Purging the Order Log will affect your ability to view changes in the log.

    ·   Added Reference, Salesperson and Notes to the list of fields that can be edited on posted invoices and credit notes (and orders in history).

    ·   Added ‘Bill To Address’ as an option on the Entry Template, Customer tab to control whether address fields are visited when entering a new document. Enabling ‘Skip Field’ allows the Address fields to be disabled (but not disable the other Bill To fields.)

    ·   Add ‘Complete’ button for Orders. Completing an Order having items still on backorder will reduce an unshipped item's Qty on SalesOrder by the Qty on Backorder and reset the Qty on Backorder to zero. To enable the button, set the new option ‘Allow complete orders’ on the Processing Options tab in the Company Profile.

    ·   You can now change the customer number on posted order as long as nothing has been shipped or invoiced. This allows correction of an order mistakenly entered for the wrong customer. Note: This is only permitted for single currency databases.

    ·   Added an ‘Update Pricing’ button to the enter orders screen. This allows you to update prices on existing orders. Item lines are updated in the same way as copying or restoring orders. The option ‘Show Update Pricing button’ has been added to Security Groups to control whether or not the button is displayed.

    ·   You can now locate current documents quickly by Reference. Added ‘Reference’ option to the Find dialog. In previous versions, find by Reference only was available for documents in history.

    ·   Messages displayed when you are locked by another user from using a function can now show what function the user is in rather than just indicating they are in OrderEntry.

    ·   The single Print Status field in documents has been removed and replaced with individual fields: Order printed, Invoices printed, Credit note printed, Label printed, and Picking slip printed. These fields are Boolean (Yes / No) rather than a bit-mapped variable, making selection by print status much simpler in Smart Finder, custom reports and GridView views. These fields can be added to grids to show the print status of documents.


    ·   When adding a new customer there is now a warning before exiting if you cancel or close after data has been entered.

    ·   Added ID Number field to Company Data tab in the Company Profile. The value in the field comes from the Company Profile in Adagio Inventory.

    ·   Added ‘Send standard cost to Sales Analysis’ option to the SA Interface tab in the Company Profile. When using Standard Costing, enable this option if you want OrderEntry to send the Standard Cost to Adagio SalesAnalysis, rather than sending the Actual Cost. Note: The Scan Sales Data function in Adagio SalesAnalysis uses the Actual Cost regardless of this setting in OrderEntry.

    ·   Added ‘Send to Sales Analysis Detail Optional Fields’ options to the SA Interface tab in the Company Profile.

    Print Orders/Invoices/Credit Notes and the Specification Designer

    ·   You can reprint (including emailing and faxing) multiple invoices for a customer by multi-selecting them on the Enter Order/Invoice/Credit Note grids and View History grids.

    ·   Added a ‘No. of copies’ field to document print dialogs. This allows you to print multiple copies all at once without having to set the number of copies in the specification or in the printer driver.

    ·   Print dialogs for Order Confirmations, Picking Slips, Shipping Labels, Invoices, Credit Notes, RMAs if used (with selection criteria) can be saved as Report Favorites and included in Report Sets.

    ·   Print functions for Order Confirmations, Picking Slips, Invoices, Credit Notes and RMAs if used allow you to select and send/print to multiple Send Methods (Printer, PDF, Email) simultaneously. The Print, Email, ePrint and Fax buttons on print dialogs have been replaced with a single button called Send/Print. Allows you to quickly print and email a document in one operation.

    ·   Print functions for Order Confirmations, Picking Slips, Shipping Labels, Invoices, Credit Notes and RMAs if used allow you to select and sort by ranges of Order/Invoice Number, Salesperson, Customer Report Group, Order Location, Territory and Customer Number.

    ·   Print functions for Order Confirmations, Picking Slips, Shipping Labels, Invoices, Credit Notes and RMAs if used allow you to select by floating date ranges based on the Document Date, including: Yesterday, Today, Tomorrow, Last Week/Month, This Week/Month, Next Week/Month, Last N Days and Next N Days.

    ·   The Print Picking Slips function allows you to select orders by Expected Ship Date or Order Date.

    ·   Added ‘Blank on zero’ to Properties for quantity, amount and other numeric fields.

    ·   New Automation File commands available to Adagio Console users to print order confirmations, invoices, shipping labels and credit note using Favorites.

    ·   Added new Company Profile specification codes:
       M20 to M24 company address 1..5 (compressed)

    ·   Added new Customer Info specification codes to:
       C64 to C70 address 1..5 (compressed)
       C71 to C73 address 1..4
       C75 zip/postal code

    ·   Added new Invoice Header specification code:
       E72 discount description

    ·   Increased size of E03 Terms Description from 20 to 40 characters.

    ·   Added new Bill To specification codes to support formatted addresses:
       B15 bill-to address 6 (compressed)
       B16 bill-to address 7 (compressed)
       B17 bill-to Name 2
       B18 bill-to Name 1+2
       B19 to B 25 bill-to address 1..7 (formatted)
       B26 bill-to City
       B27 bill-to State/Province
       B28 bill-to country
       B29 bill-to City, State/Province, ZIP/Postal (formatted)

    ·   Added new Ship To specification codes to support formatted addresses:
       S19 ship-to address 6 (compressed)
       S20 ship-to address 7 (compressed)
       S21 ship-to Name 2
       S22 ship-to Name 1+2
       S23 to S29 ship-to address 1..7 (formatted)
       S30 ship-to City
       S31 ship-to State/Province
       S32 ship-to country
       S33 ship-to City, State/Province, ZIP/Postal (formatted)

    ·   Added new Item specification codes for detail Optional Fields:
       D101 to D103 Optional Text 1..3 –detail
       D104 to D105 Optional Date 1..2 –detail
       D106 to D107 Optional Amount 1..2 –detail
       D108 to D109 Optional Units 1..2 –detail

    Note: Option Field codes D56 to D64 ended with “-detail” in versions prior to 9.3A. These codes now end in –“ic item”, which more accurately reflects the source of these fields as coming from the item record in Adagio Inventory.

    ·   Added new specification codes for tax included pricing:
       D115 Tax included base price per pricing unit of measure
       D116 Tax included selling unit price per pricing unit of measure, to the number of
          decimals in your currency
       D117 Tax included base unit price per selling unit of measure
       D118 Tax included unit price per selling unit
       D119 Tax included unit price per stocking unit

    Note: D115 – D119 are the Tax included price equivalents of these pricing specifications (they are for all Jurisdictions):
       D12, base price per pricing unit of measure
       D13, selling unit price per pricing unit of measure to the number of decimals in your
       D41, unit price per selling unit
       D75, base unit price per selling unit of measure
       D79, unit price per stocking unit

    For each of the above specification codes a set of codes were added for a specific tax jurisdiction’s tax being included:

    For D12, base price per pricing unit of measure the tax included versions are:
    D115, Tax included base price per pricing unit of measure (All jurisdictions)
    D120 - D125 Tax juris. n included base price per pricing unit of measure

    For D13, selling unit price per pricing unit of measure to the number of decimals in your currency the tax included versions are:
       D116, Tax included selling unit price per pricing unit of measure, to the number of
          decimals in your currency (All jurisdictions)
       D126 – D130 Tax juris. n included selling unit price per pricing unit of measure, to the
          number of decimals in your currency

    For D75, base unit price per selling unit of measure the tax included versions are:
       D117, Tax included base unit price per selling unit of measure (All jurisdictions)
       D131 – 135 Tax juris. n included base unit price per selling unit of measure

    For D41, unit price per selling unit the tax included versions are:
       D118, Tax included unit price per selling unit (All jurisdictions)
       D136 - 140 Tax juris. n included unit price per selling unit

    For D79, unit price per stocking unit the tax included versions are:
       D119, Tax included unit price per stocking unit (All jurisdictions)
       D141 - 145 Tax juris. n included unit price per stocking unit

    ·   These codes were added to show the Extended Item Price (D016, extended selling price before invoice discount amt. (invoice/credit note only)) plus the Tax amount for each jurisdiction (D043-D046, item line, tax juris. n):

       D110 to D114 line extension, less discount, plus tax juris. 1..5

    ·   Added Footer codes similar to F14, gross (excluding taxes and misc. charges) EXCEPT includes Tax Jurisdiction n:

       F48 gross (excluding misc. charges, plus tax juris. 1)
       F49 gross (excluding misc. charges, plus tax juris. 2)
       F50 gross (excluding misc. charges, plus tax juris. 3)
       F51 gross (excluding misc. charges, plus tax juris. 4)
       F52 gross (excluding misc. charges, plus tax juris. 5)

    ·   OrderEntry 9.3A has unlimited Miscellaneous Charges. Added new Footer specification code for unlimited Miscellaneous Charges. Select the Miscellaneous Charge in the Subtotal field by clicking Properties for each F53 spec code used.
       F53 total by misc charge description

    Note: Prior versions were limited to 10 Miscellaneous Charges. Totals for each of those 10 were printed using codes F07 to F12, and F17 to F20. These existing codes continue to work so that existing specifications continue to work without change. If you use more than 10 you will need to use F53.

    Day End

    ·   New Backup options enable automatic or prompted backup in Day End. When set to prompt, a ‘Bkup&Dayend’ button appears on the Day End screen.

    ·   You can control the information sent to the Reference, Description 1 and 2 fields in invoice and cash batches created in Adagio Receivables by Day End. These options have been added to the System Options tab in the Company Profile.

    Reports, Custom Reports and GridView views

    ·   Print the Order Action report to Excel using ExcelDirect. Transactions from the report are exported to Excel using the selected ranges, sorts and options (except subtotals and page breaks). The resulting spreadsheet may be more useful than the export produced from the Crystal Reports viewer. Fields exported will be in separate columns, whereas exporting the report from Crystal results in all fields in a single column. To print the report to Excel, select the new ‘Enable ExcelDirect Print’ option and related settings on the Posting/Reports tab in the Company Profile and User Preferences.

    ·   An Invoice Date range has been added to the Sales report.

    ·   Added range selections and sorting to the Salesperson Commissions report.

    ·   Added Ship Via codes report as there are now virtually unlimited Ship Via codes.

    ·   Many fields commonly reported on in custom Crystal reports have been added to the header and detail tables to reduce the necessity of linking to other tables. This simplifies the creation of custom reports and may speed up such reports noticeably. In GridView, a view can be solely based on the OE Sales Order Details table and the Insert Related Column feature used to include the Customer name, without having to go through Sales Order Header.

    Fields added in the header include:
       Salesperson name
       Customer report group

    Fields added in the detail include:
       Customer number
       Category description
       Category commission rate
       Category commission paid?

    Maintenance Functions

    ·   Multiple orders can be invoiced in a single operation. Added the Auto-invoice Orders function to the Order Entry menu. Select orders to be invoiced by Order Date or Expected Ship Date, using floating date ranges including Yesterday, Today, Tomorrow, Last Week/Month, This Week/Month, Next Week/Month, Last N Days and Next N Days. Orders can also be selected by ranges of Order Number, Customer Number, Salesperson, Expected Ship Date, Ship Via and Territory.

    ·   The Auto-invoice method drop-down field was added to the Processing Options in the Company Profile. It controls which orders will be processed by the Auto-invoice Orders function (and the Order List to Invoice import function). Auto-invoice method can be set to ‘No restriction’, ‘Completed orders’, ‘Completed lines’, or ‘Ship available’.

    ·   Adagio Console users can automate the Auto-invoice Orders Automation function by using a Favorite. Automation commands AutoInvoice, ViewAutoInvoiceLog, PrintAutoInvoiceLog and EmailAutoInvoiceLog have been added.

    ·   Maintain Auto-invoice log added to Maintenance menu.

    ·   The Purge History function is significantly faster.

    ·   Added Purge Report Files/Logs function to the Reports menu. The function allows you to purge these reports by date: Sales Summary, Order Log, Salesperson Commission, Auto-invoice log, Report log, and Automation log. In prior versions for the Sales Summary, Salesperson Commissions and Order Log reports, the entire report had to be purged.

    Import / Export

    ·   Added an Import Tax Tables function. This allows you to add new Tax Tables or update existing tax tables with new information by importing.

    ·   Added Order List to Invoice function. It allows you to import a list of existing Orders to be automatically invoiced. The Auto-invoice method drop-down added to Processing Options in the Company Profile controls which orders will be auto-invoiced after importing.

    ·   Import of orders to invoice is supported by Automation by using a Favorite (available to Adagio Console users only).

    ·   Added Update Orders function. It allows you to import updates to Header fields for existing orders for these fields: Order Number, Order Date, Expected Ship Date, Bill To and Ship To fields, Ship Via, FOB Point, Tax Exempt 1-2, Labels Count, Reference, Salesperson, Optional Fields, and Attach PDF (path to document to attach for DocStore).


    ·   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.

    ·   Sample data has been updated. Specifications have been updated extensively. Several new sample specifications have been added, including examples of the new ‘Blank on zero’ property and the use of the new spec code F53 Total by Misc charge description. Favorites, Report Sets, and Automation files have been added.

    ·   Additional entries are made in the Application Log for various functions and errors.

    Problems Fixed

    ·   The payment on a credit note entered for an invoice in Receivables history was not applied to the credit note transaction.

    ·   When using Adagio ePrint, if you used Find to locate an invoice or credit note when a document was already open in the Adagio PDF Viewer, in some cases the viewer was not refreshed to show the document found.

    ·   If the first credit note created after OrderEntry was opened included a miscellaneous charge, the amount of the miscellaneous charge was rounded to the nearest dollar.

    ·   If an invoice shipped more quantity than was ordered, the status of the invoice was not set to ‘Order Complete’.

    ·   In some cases, the PDF view button on the documents grid was not shown for the highlighted document when it should have been. And in some cases, the correct PDF was not displayed when the PDF button was selected after using the Find function.

    ·   Copying an order copied rather than initialized these fields on the new order: OE Order Conf. Date, Time, Initials, or Printed Count, OE Picking Slip Date, Time, Initials, and Printed Count.

    ·   Prevents Access Violation errors that could occur when you click or double-click the New or Edit buttons on the documents grid when performance of your environment is slow or momentarily slow.

    ·   Printing an invoice to a text file caused an error.

    ·   When viewing an item from the Item button within a document, the last tab in the item inquiry is now remembered.

    ·   When editing the Ship Via on an invoice in OE History, the drop-down list contained only the Ship Via originally assigned to the invoice.

    ·   The Edit Miscellaneous Charges function should not have allowed multiple users and could cause duplicates to appear if multiple users were in the function. The function now allows only a single user.

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

    ·   When the Actual Return Date ('Shipment date') was blanked out by the user in an invoice or credit note, Day End purged it regardless of the ‘Days to delete old documents’ setting. The purge now uses the Invoice / Credit Note date if the Actual Return Date is blank.

    ·   When the next invoice or cash batch number in Adagio Receivables was greater than 9999, batches created in AR by OrderEntry Day End could result in Application Integrity Check errors being reported by the Data Integrity Check in AR.

    ·   Corrected problems on the Tax Summary report. The Tax Status summary is by Item Tax Status whether or not the tax is by Invoice Total or by Detail Line. The Total column for Invoice Amount (Total Sales) has been changed so a Total only prints on the Total line.

    ·   The Tax Summary report only included the first 6 tax statuses in each jurisdiction in the Tax Amount subtotals.

    ·   The Sales report printed currency totals for 'All customers' rather than just for the range selected.

    ·   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.

    ·   On the Salesperson Commission report, the cost for standard cost items was incorrect for credit notes.

    ·   Importing orders while other users were posting documents could cause the message "Document statistics will now be updated due to an inaccurate count of orders, invoices and credit notes.” to subsequently be displayed during document entry.

    ·   The Import Orders function was not checking that there was a non-blank Reference field, if the ‘Require PO?’ option was enabled on the Invoicing tab for the customer.

    ·   The Import Orders function was not checking the Reference field for duplicates if ‘‘Check for duplicate reference’ option was enabled in the Company Profile.

    ·   Importing orders containing the Hdr-Cheque field but not the Hdr-Payment Method field (and no default set for it) resulted in a blank Cash Account / Department in the order, which flowed to the Adagio Receivables when Day End was run.

    ·   OrderEntry now renders dialogs properly on Ultra High Resolution displays when the font size is anything other than 100% of normal on Windows 8.1 or higher.

    ·   Attempts to avoid Access Violation errors that could occur when performance of your environment is slow or momentarily slow.

Adagio OrderEntry
9.2A | 2016-07-07 (Jul '16)
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Release Notes
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    ·    Supports retrieval of the Price Level (Customer Discount Level A-E or blank) from the invoice header for SalesAnalysis 9.2A (2016.06.08) and higher.

    ·    In OrderEntry 9.2A (2016.01.11) and (2016.01.25) for multi-currency databases, after printing a document the Rate was zero for the next document entered for a source currency customer.

    ·    When the Enter Orders/Invoices/Credit Notes grid is opened, the first order/invoice is highlighted for Filtered grids. Improved behavior remembering and selecting what document is highlighted when switching between document type tabs.

    ·    Fields and objects on specifications can now have custom colors, with full control of hue, saturation and luminosity. Colors in the sample data specifications and templates in the designer have been updated accordingly.

    ·    Added specification code ‘E70 RMA Expiry date’ in the designer. It prints the RMA date + ‘RMA Expiries after days’ set in the Company Profile

    ·    Added specification code ‘E71 RMA Flagged Expiry’ in the designer. It prints True/False from the RMA. Note: it will print False until it has been updated to True in the RMA by editing the RMA document, even though the date may be past the expiry date.

    ·    Specification code ‘E39, optional units 2 header’ printed the value for optional unit 1.

    ·    Additional comments on the Notes tab in View Customer did not refresh properly in when using Next/Previous.

    ·    The Tax Group for a new ShipTo Address defaulted to blank rather than from the Customer or the Company Profile when added in the Ship To Address function in OrderEntry rather than the Edit Customer function.

    ·    In OrderEntry 9.2A (2016.01.11) and (2016.01.25), the PDF button was not being shown on the Items tab grid in View History.

    ·    The Order Action report now excludes RMAs. The RMA Listing report or the Orders/Invoices/Credit Notes report should be used to list RMA documents.

    ·    For MultiCurrency databases, the Sales report when printed in Source format, with both Salesperson and Customer subtotals, repeated the subtotals for every Salesperson.

    ·    In OrderEntry 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.

    ·    When importing orders using automation, if the ‘Validate before importing?’ option was off and the import file contained a Customer Number that did not exist, the details for the order were added to the next valid order in the import file. If importing manually there was an error message stating there were corrupt records.

    ·    When adding user-attached documents to entries in the email queue, after adding the first document, adding further documents attached a copy of the first document instead.

    ·    Installs an updated ReportConvertor utility that is compatible with the SAP Crystal Reports runtime engine for .NET Framework version 13.0.16 (SP 16), which may have been installed by another (non-Adagio) application at your site. The ReportConvertor is used to convert custom Crystal reports to be compatible with Adagio 9.2A and higher.

Adagio OrderEntry
9.2A | 2016-01-25 (Jan '16)
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Release Notes
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    ·    In OrderEntry 9.2A (2016.01.11) if Adagio RMA was not installed, when creating a credit note from History there was a ‘Create RMA’ button but the ‘Credit Note’ button was missing.

    ·    In OrderEntry 9.2A (2016.01.11) if the ‘Calculate Backorder’ option is off in the Company Profile, when creating a credit note from History, the ‘Credit All’ button did not work.

    ·    In OrderEntry 9.2A (2016.01.11) with Adagio RMA installed, if the ‘Calculate Backorder’ option is off in the Company Profile, when an RMA was created without an invoice, the Outstanding Quantity was not updated from the RMA Quantity.

    ·    In OrderEntry 9.2A (2016.01.11), the Close button was missing when you viewed a document in History if Adagio RMA was not installed.

    ·    In OrderEntry 9.2A, the Sales report was not sorted correctly.

    ·    The Credit Note Audit list is now sorted by credit note number in all cases. In all previous versions it was not.

    ·    In OrderEntry 9.2A (2016.01.11), you could not backup if the Zip Path in the Backup Options was set to a USB key.

    ·    When a new table was added to a Modified Report with Crystal Reports, if the table was added at the top of existing tables (tables in reports in are in alphabetical order), there was an error when printing the report.

Adagio OrderEntry
9.2A | 2016-01-11 (Jan '16)
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Release Notes
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    ·    Supports and is required by the new Adagio RMA 9.2A add-on module (if used).

    ·    Payments can now be entered on credit notes. In previous versions, a negative cash payment had to be entered in Adagio Receivables to refund a payment. New fields ‘Less refund payment’ (i.e. payment credited), ‘Less refund discount’ and ‘Amount credited’ fields have been added to the Totals tab for credit notes. Day End will create the reversed payment as a as a negative cash receipt directly in or for retrieval to a cash batch in Receivables.

    ·    Credit Notes are now processed before invoices in the Day End function. This allows credit notes for invoices that were mistakenly entered to exactly match the costing of the original invoice when both are processed in the same run and stock is returned to Inventory. When creating a credit note for an invoice that has not been day ended, you are prevented from editing the cost to guarantee the cost will match the invoice. The message \\\"Invoice nnnn has not been processed by Day End. Cost fields will not be editable, and instead be read from the invoice.\\\" is now displayed in this case.

    ·    Added the option ‘Credit notes to return inventory’ to the Processing Options tab in the Company Profile. Disable if returned items are usually not returned to inventory. The option can be overridden when entering a credit note. The option in credit note entry was enabled by default in previous versions. The option has also been added to Security Groups to allow it to be customized by user group.

    ·    The total (estimated) weight is now calculated and displayed for orders and shown in the field ‘Est ordered weight’ on the Totals tab. In previous versions, the total weight was only shown for invoices.

    ·    Added the field ‘Weight (Order Extended)’ to the Column Editor for the Details grid on orders. Previously only the Unit Weight was available to display on the grid for orders. This field can also be added to the grid for invoices and shows the total ordered weight for the invoice (vs. the total shipped weight, which is shown in the existing field Ext Weight.)

    ·    The Orders, Invoices and Credit Notes grids in Enter, View and History functions now display the total number of records, as well as a count of the displayed records when a Filter is active.

    ·    Added new specification code “D99 Returned (Y/N)” for use on credit notes to show whether goods were returned to inventory. For example, it could be used on the accounting copy to allow a supervisor to check for the correct disposition of credited items.

    ·    Added these new specification codes:
       M19, current user name
       C63, customer contact (full 30 characters from customer)

    Problems Fixed

    Document Entry and Printing

    ·    When entering an order with a ShipTo Address that has no Tax Group, the Tax Status defaulted from the Customer instead of the ShipTo Address.

    ·    When you entered a detail for a Special Price item that had the Price Type set to ‘Price level’ and a Price level set to use the base price, there was an Access Violation error.

    ·    When a credit note was entered for an invoice with a payment discount, if you overwrote the discount amount, in some cases an error was displayed indicating the total credits exceed the total invoice amount when in fact that was not the case.

    ·    If you created a credit note without selecting a previous invoice, the alert for ‘OE Credit Note’ appeared; but, if you created a credit note for an invoice selected from the finder, the alert did not appear.

    ·    When creating a credit note, if you changed the Extended Cost, the Unit Cost was incorrectly recalculated for items credited in an alternate unit of measure in some cases.

    ·    The Expected Return date for credit notes based on invoices was defaulting from the Expected Ship date of the invoice instead of to a blank date.

    ·    User SYS could not override a credit check if no Security Groups were set up. SYS can now always override the credit check, whether or not there are Security Groups (unless the group SYS is assigned to does not allow the credit check override).

    ·    When the 'Miscellaneous charges last' option is enabled in the Company Profile, invoices containing only Comments and a Miscellaneous Charge printed the comments twice.

    Posting and Day End

    ·    In OrderEntry 9.2A, when batches were sent to Adagio Receivable by the ‘Direct’ method, invoice and cash batch numbers were skipped.

    ·    FIFO buckets were handled incorrectly by Day End in some cases, if a negative quick receipt had been posted for the IC item in Adagio PurchaseOrders and thus a FIFO lot with negative quantity existed.

    ·    In OrderEntry 9.2A after creating a new database or converting from an earlier version, if Adagio Ledger data was not present, you could not retrieve into Ledger in another data set.

    ·    At Adagio Console sites, an automation job that ran Day End while another user was in the enter orders function hence preventing Day End from running, reported success when in fact Day End was not run.

    Edits and Inquiries

    ·    When viewing a PDF of orders, invoices or credit notes for a customer from the Edit, View or History for Orders/Invoices/Credit Notes, or from the Customer Edit or Inquiry, if different types of documents had the same document number then all were displayed instead of just the one corresponding to the document.

    ·    The Unit Price for Miscellaneous Charges details from OE documents shown in the Customer Transaction grid of edit/view customer functions was missing the decimal point and displayed x100.

    ·    Corrected default values for fields in Entry Templates for newly created databases.

    ·    When Security Groups are not used, settings in the Company Profile that are also in templates in Security Groups were not respected.

    ·    In OrderEntry 9.2A, the ExcelDirect button was missing for the grid in the Edit ShipTo Addresses function.


    ·    On the Order Log report, the amount of the Miscellaneous Charge was printing in place of the Invoice Total for orders that have not been invoiced.

    ·    Corrected problems with field and title widths on the Order Action report in OrderEntry 9.2A.

    ·    In OrderEntry 9.2A, there was an error when you printed the audit list reports if you do not have Adagio SalesAnalysis installed but there were old Softrak Sales Analysis for DOS data files left in your data folder.

    ·    In OrderEntry 9.2A for multi-currency databases, the Invoice Audit List showed a rate of 0.01 instead of 1.00 for payments in home for source currency invoices.

    ·    In OrderEntry 9.2A the Salesperson Commission report was not sorted correctly.

    ·    Added a legend to the Credit Note Audit List for:
       * on Quantity - Item not returned to Inventory
       * on Extended Price - Price override

    ·    For the %CMP code (Company Name) used by Adagio ePrint for folder names, spaces and other allowable punctuation characters are no longer stripped out.

    ·    In OrderEntry 9.2A, the report totals were missing from the Tax Tracking report.

    ·    In OrderEntry 9.2A, item numbers where misaligned on the Order Action report in some cases.

    ·    In OrderEntry 9.2A, the Tax Tracking report, when printed in the ‘Source + Home’ format for multi-currency databases, printed in portrait instead of landscape and part of the report was cut off.

    ·    In OrderEntry 9.2A, the Aged Orders report for single currency databases printed in legal landscape instead of portrait and part of the report was cut off when sorted by Order Number.


    ·    If you emailed an invoice or credit note from the email queue when the document was no longer in current or history, the fields from the document were blank in the email cover and the email could not be sent. Now the error “Original document not found. Unable to expand coversheet” is displayed and the email can still be sent.

    ·    In OrderEntry 9.2A, if you entered search text in the SmartFinder but then pressed ESCAPE without searching there was an Access Violation error.

    ·    The Date Generated field in the email queue was set to the session date rather than the system date.

Adagio OrderEntry
9.2A | 2015-07-29 (Jul '15)
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Release Notes
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    ·    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 OrderEntry now logs user activity within the module, including login/out, menu choices, create/edit and print documents. Audit logs may be viewed with GridView.

    ·    The Edit and View Customer functions in OrderEntry support customer changes in Receivables 9.2A.

    ·    The Edit / View Customers / 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).

    ·    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.

    ·    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.

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

    ·    The Data Integrity Check (DIC) saves results for the last 9 previous runs in files OEWINERR01..09.dat (where .dat is your company data file extension). The current DIC information will always be in OEWINERR. If you do check/rebuild/check without closing the DIC function the results are appended to the same file.

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

    Print Forms and Designer

    ·    Added new specification code “C62 City, State/Province, ZIP/Postal (formatted)”.

    ·    Code 39 barcodes can be printed for any field on picking slips. Added ‘Bar code font’ field to the System tab in Options | Properties function in the designer. Note: The barcode font is not embedded in PDF email attachments and therefore it must be installed on any computer that prints documents containing barcodes. Typically the font you use will be installed on all machines at your site but is not likely to have been installed at your customer’s site. Thus barcode use should be limited to picking slips, although they will print on other documents. Barcodes will be embedded in a future release.


    ·    Adagio OrderEntry’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\OrderEntry\StandardReports. Revisions to these reports should be placed in \Softrak\OrderEntry\ModifiedReports. Custom reports to be added to the Reports menu should be stored in \Softrak\OrderEntry\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. Refer to the online Crystal help for details. The Report Tables Drive settings and Crystal tables in the \QRASP folder are not used by version 9.2A modules.

    ·    Fields from tables that are not in the original standard report can now be added to modified reports. There are three restrictions: 1) tables can only be added to the main report, not sub-reports; 2) only tables from 9.2A dictionaries can be used; and 3) additional tables must have physical files in the data folder.

    ·    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. 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. 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.

    ·    A new ePrint code %CDT is available to put the ‘Report/Age as of date’ into either the PDF filename or folder name for the Aged Orders and Tax Tracking reports.

    Problems Fixed

    ·    If you changed the Sort Details option to sort by ‘Loc/Item’ on the Details tab and clicked the Keep Sort button, some lines no longer displayed in the grid in rare cases and could be lost from the order.

    ·    When a Miscellaneous Charge was entered on an order for a customer with a Price List, while the Description of the Miscellaneous Charge appeared correctly, the actual Miscellaneous Charge Code displayed as though there were no Price List. After Day End, documents had the same problem.

    ·    If the ‘Ask Print OK after forms print?’ and the ‘Close forms dialog after print?’ options in User Preferences are both enabled, the print dialog does not close unless you answer ‘Yes’ to the 'Everything printed OK?' question. This allows you to print another form for the same document or print and then email the same document.

    ·    When printing a Picking Slip from the Orders grid, the confirmation message “Everything printed OK?” was not shown when you printed to printer or screen (but was for Fax, Email, File and PDF) if the ‘Use selected specification’ was selected on the print dialog, even though 'Ask Print OK after forms print?' was set in User Preferences. The 'Close forms dialog after print?' option is also now respected.

    ·    In OrderEntry 8.1F for standalone databases (Inventory not used) an error occurred in the Display Items function.

    ·    The finder and smart finder in the Edit ShipTo Addresses function were missing records for the Customer selected and showed blank lines in the grid if Receivables 9.2A was in use.

    ·    The Adagio PDF viewer did not display accented characters (e.g. French language) correctly when viewing documents.

    ·    Viewing a PDF of an invoice that was created by Adagio ePrint (using the AdagioPDF driver) and then appended with scanned documents from another source, caused the Adagio PDF Viewer to crash in some cases. This has been corrected. However, the Viewer may not show the scanned PDF correctly. This will be corrected in a future release. In the interim, the document can be open from your default PDF viewer by clicking the lower leftmost button on the Adagio Viewer.

    ·    The ‘Print Invoice/Credit Note audit list’ option in Day End Processing is now remembered if ‘Remember report settings?’ is enabled in User Preferences.

    ·    If the ‘Include tax status summary’ was not enabled when printing the Tax Tracking report, many of the fields in that section printed anyway.

    ·    Import Alternate Price List Items for standalone OrderEntry (no Inventory) now allows importing the Category field.

    ·    The Territory field when on the Field Defaults tab in an import template now has a finder.

    ·    The Import Orders function no longer trims leading zeros from the ShipTo Code.

    ·    The ‘Header included?’ option in Import Orders templates could not be selected.  The option has been removed.

Adagio OrderEntry
8.1F | 2015-02-27 (Feb '15)
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Release Notes
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    Enhancements and revisions in Adagio OrderEntry 8.1F (2015.02.27) SP3

       OrderEntry 8.1F (2014.09.30) was made to be compatible with a future release of Adagio Payables 9.2A. Earlier versions of OrderEntry will not open if Payables 9.2A data is present. However, there was a compatibility problem with Payables 9.2A in that release. This has been corrected. OrderEntry 8.1F (2015.02.27) or higher is required for compatibility with Payables 9.2A.

       For OrderEntry with a Price List (Adagio Inventory not used), corrected a problem in the finder when a Price List code was entered and you then partially entered an Item Code. When the item was selected from the finder, the Price List code field changed and the alternate item was not found.

       In Special Prices, the Discount/Markup Amount and Fixed Price entry fields, as well as the Base Price and prices fields displayed in the Alternate Item Pricing Information section, were truncated to 2 decimals, for items using an Alternate Price List item with more than 2 decimals in the unit price.

       Added new spec code for Invoice Totals ‘F47, total qty. shipped (stocking units)’. This new code is the total of details code ‘D35 qty. shipped (stocking units)’ that may be required in some cases.

       The Find by customer Phone now shows formatted phone numbers.

Adagio OrderEntry
8.1F | 2014-09-30 (Sep '14)
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Release Notes
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    New Features

       Compatible with future release of Adagio Payables 9.2A. Earlier versions of OrderEntry will not open if Payables 9.2A data is present.

       Supports new feature added in future 9.2A version of Receivables to require you to enter a purchase order number in the Reference field on the Header tab when entering an order. Added option ‘Require PO?’ to the Invoicing tab in the Edit Customers function in Receivables 9.2A.

       You can now have more than one automatic surcharge for items as details on invoices. Added new option 'Inc Tax Jur' on the Jurisdiction tab in Tax Group. When enabled, the taxable jurisdiction using it would include the taxable jurisdictions(s) on tabs to its left. It is enabled by default for existing Tax Groups and new Tax Groups, and should remain so except when a second jurisdiction is used for a second recycling fee, such as for Multi Material British Columbia (MMBC). For example, when disabled, the taxable jurisdiction MMBC would not be included in the calculation of taxable EcoFee:

    EcoFee (existing), taxable by PST and GST but not MMBC,
    MMBC (new), taxable by PST and GST, disable 'Inc Tax Jur'

    Problems fixed

       When an order was created by copying another order (or by restoring from history), if the Picking Sequence for item details was for a Location, it reverted to the Picking Sequence for the item.

       The Load History grid on the Pricing screen for an item detail in an order no longer shows comment or instruction lines associated with items on historical orders as they have no price and are not of interest.

       If you entered an item number when adding a detail to an order and pressed ENTER by mistake (rather than tab or entering a quantity) and the warning 'This quantity ordered has zero value. Do you wish to continue?’ appeared, after answering ‘Yes’, if the line used a Price List the Unit Price changed from the Base Price for the Price List to the Base Price for the item.

       If you are using Adagio ePrint, when you close the PDF viewer after viewing the PDF of a invoice or credit note from the Display History function, the focus now returns to the grid in that function.

       When processing a credit note for items using Standard Costing where there is a variance, the Day End function adjusted the item’s actual cost valuation by the cost of sale amount and not by the amount posted to the IC control account by the original invoice. This resulted in the inventory control account not agreeing with the actual cost in the Item Valuation report.

       The Aged Orders report did not print if you used a range of Order Numbers (rather than blanks to zzzzzzzz) for the first sort.

       Orders were excluded from the Order Action report if the Telephone or Fax Number fields began with lowercase characters rather than phone numbers.

       The Rebuild function in the Data Integrity Check now removes orphan header extension records. This type of error could have required a database repair or restore of data.

Adagio OrderEntry
8.1F | 2014-05-02 (May '14)
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    Enhancements and revisions in Adagio OrderEntry 8.1F (2014.05.02)

    New Features Done

       Supports Transport Layer Security (TLS) / Secure Socket Layer (SSL) for secure email servers when emailing documents. Added option 'Use TLS/SSL' added to Email Setup function. Note: This new feature does not require a workstation install as it did in recent upgrade versions of PurchaseOrders and DataCare. If either of those versions were installed, the From field in received email showed the Return Address rather than the Display Name when emailing from any module, and there was an error when emailing from any module on an XP station. Installing OE will correct these problems in all modules. Secure email servers are not supported on Windows XP.

       Added new codes to the specification designer for use on picking slips and other documents:
          F44, total quantity originally ordered
          F45, total quantity ordered
          F46, total quantity backordered

       Added option 'Allow create credit note' to the Entry Template in Security Groups to prevent certain users from entering credit notes.

       The BOM Item and BOM fields previously added to the Inventory Transaction History record can now be shown in item grids in OrderEntry.

    Problems fixed

       Corrected problems in document entry, import orders and day end, where some fields were incorrectly defaulted from the customer / Shipto in some cases when a customer had a contact that was not a Shipto address and the Contact Code was blank (allowed for legacy reasons).

       Changes have been made to improve the performance when Document Filters are used at sites with a large number of documents, many users and a large volume of document entry and printing.

       When the 'Allow editing of invoice/credits' option was on in the Company Profile, the Manual Style Code could not be edited on invoices or credit notes by user SYS.

       You can no longer change any detail type to a Text Block when editing an existing detail. Doing so caused a problem in some cases.

       In OrderEntry 8.1F, disabling the option 'Allow editing of invoices/credits' did not work.

       In OrderEntry 8.1F, if user SYS had a blank Security Group, the Company Profile option 'Allow editing of Invoice/Credits' was not respected. You had to make SYS belong to a Group that enabled the option.

       In OrderEntry 8.1F, if when creating a Security Group you clicked on the Entry Template button before entering the new Group code, then canceled from adding the Group, the setting in the main Entry Template in the Maintenance menu were lost.

       In OrderEntry 8.1D and higher, the Price List reports were missing from the menu tree in Security Groups for standalone OE (no IC). Note: these reports/functions show in the menu tree when IC is used and are not functional.

       The Edit Item function from within OrderEntry did not respect the 'Allow invalid vendors' option in Adagio Inventory.

       The spec code 'D41, Unit price per stocking unit' was actually printing the price per selling unit. The code has been renamed to 'D41, Unit price per selling unit' and new code 'D79, Unit price per stocking unit' has been added.

       The Order Action Default template for the Order Action report could be overwritten and duplicates appear in some cases if you typed in an non-existing template name.

       When printing the Tax Tracking report from an Automation FIle, if there were no records to print, the Automation file halted.

       If the 'Allow editing of invoice/credits' option was on in the Company Profile and you edited a document that had already been copied to history, when Day End was run by an Automation File, the question asking whether to overwrite the History was not suppressed. A Noun with choices 'ReplaceHistory' and 'KeepHistory' has been added to the DayEnd command to handle this situation. Note: Existing Automation Files using the DayEnd command must be edited and resaved, otherwise the automation will be halted when the command is encountered.

       OrderEntry 8.1F could not convert Plus OE databases to Adagio OrderEntry and an error was displayed.

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

       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 OrderEntry
8.1F | 2013-07-08 (Jul '13)
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    Enhancements and revisions in Adagio OrderEntry 8.1F (2013.07.08)

    New Features

       Adagio ePrint users can view a PDF of invoices and credit notes from the document entry, inquiry and history functions. They can also view PDFs of invoices and credit notes from the Item Inquiry in the View Items function and on the Load History grid on the Pricing grid. Also from the transactions grid in the Edit/View Customer function if Receivables is 9.1A or higher. The documents open in the new Adagio PDF viewer. PDF documents can also be viewed from the email queue.

       You can attach a PDF document (such as shipping / customs instructions or product literature) when emailing, faxing or printing Order Confirmations, Invoices, Credit Notes or Picking Slips. For documents in the email queue, you can attach other types of documents as well, such as Word or Excel. Attachments are shown in a tree view on the Edit Email Entry dialog. Right-click on the tree to add a document. Default folders for attachments can be specified on the Optional/Specs tab in the Company Profile. These folders are relative to the ePrint relative folder path (or to the data folder if ePrint is not installed).

       Supports Automation when Adagio Console is installed. Automation allows you to automate many functions in Adagio modules, including retrieving, posting, importing, printing reports and forms, day end, backup and integrity check, etc. across modules, and view, print or email the results from an automation log. Note: OE 8.1E (2013.03.22) included support for Automation. However changes have been made and that version should not be used with Automation. Adagio Console had not been released at the time of this release.

       You can double click on the Qty On Hand grid on the Edit Detail screen to select a Location to ship from for the item when entering an order. Previously, to change the Location you had to enter or select it in the Location field.

       Added an option to automatically print a picking slip and/or an order conformation when an order is posted. Set the Direct Order Printing option to None, Picking Slip, Order Conf. or Both. This new option is found on the System Options tab in the Company Profile.

       Supports the Preferred Send Method on the Invoicing tab in the customer if Receivables 9.1A is installed. When printing invoices, credit notes or order confirmations, documents will only be selected for customers having the same Preferred Send Method set in their record as the send method you use on the print dialog. The option is ignored when printing a single document of any type from the Enter Orders/Invoices/Credit Notes grid.

       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 if Adagio BoM is installed. This will also be supported in the next release of Adagio Inventory. 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 email queue grid can now show the total number of attachment files. The fax queue grid can now show total the number of pages in the fax.

       Payments can now be imported with orders have Quantity Shipped on the order.

       New splash screen with an updated look.

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

       Supports the new Specific Due Date terms added in Adagio Receivables 9.1A. Allows you set the due date to any date in the future.

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

       A Listing button was added on the Group Setup window and prints all options or enabled options only for a range of groups. An Entry Templates button in the Group is now used to set up templates rather than having tabs on the Group.

       The 'On invoice as' option in Tax Groups can now be changed without first printing and clearing the Tax Tracking and Tax Summary reports (providing Day End has been run).

       Added 3 new expansion codes for Report Favorite filenames for Adagio ePrint users: %CMP (company name), %CNO (company number), and %EXT (data extension).

       Added several new OE specific Styles for use in OE filters. The OE default Filters (used when a new database is created) have also been updated. The sample data includes many new Filters that make use of the new Styles. You can recreate any of the new sample filters you find useful in your own live databases.

       The performance of Filters has been improved.

       The Help | About function now has a Consultant tab showing the contact information for your Adagio consultant if they have enabled this option at your site.

       Excel Direct can now use Windows "automation" (inter-process communication) to send data to other spreadsheet applications, the same way it interfaces to Excel, allowing all formatting to be retained in the resulting sheet. OpenOffice 3.3 or later and LibreOffice® 3.3 or later are supported. This interface must be manually enabled. The file SSI2XL.INI must exist in \softrak\system and must contain the section [Initialization] with an entry <computer name>-UseOpenOffice=1, where <computer name> is the name of the machine that this entry references. Refer to the Readme Help for further details.

    Problems Fixed

       The warning displayed when an item is entered on a order with a price less than the cost has been changed to not show the cost if the security prevents the user from seeing costs.

       The Customer Name field width defaulted to 30 characters instead of 40 in the specification designer.

       The results of the inquiry on the Item tab in the View History function were incorrect in some cases when ranges other the full range of customers or items were used.

       When an order was copied the 'Ordered in PO' field was not reset for the new order, causing the Auto Generate POs function in PurchaseOrders not to generate a PO for the new sales order.

       When an item detail is imported for an order the Default Picking Sequence was used instead of the Picking Sequence for the Location specified in the import file.

       The "Everything printed OK?" message is no longer asked when printing documents from History.

       Certain codes embedded in Report Favorites were not being saved in some cases.

       The 'Bypass History on DIC' option did not work in 8.1E (2013.03.22).

       If you installed a full or upgrade to a network drive via a UNC path, from a station that had never run Adagio from a station and User Account Control was enabled, you received an error such as "The file //YourServer//Softrak/OEWIN/Common_Print.chm could not be opened."

       OrderEntry 8.1E (2013.03.22) attempted to fix a problem with the specification code 'F24 Total Item Weight' for orders that were transferred from quotes in SalesCQ. However, the fix did not work correctly and the total weight printed was the weight of the last line on the order. This has been corrected.

       In OrderEntry 8.1E (2013.03.22) when a standing orders was converted to an active order the error "Due Date cannot be prior to the document date." was displayed due to additional date checking on orders. This has been corrected. The Due Date and Discount Date are re-calculated when a standing order is made into an active order.

       If a line was deleted on an order, any comment or instruction lines before the first item on the order were lost when the order was invoiced.

Adagio OrderEntry
8.1E | 2013-03-22 (Mar '13)
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Release Notes
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    Enhancements and revisions in Adagio OrderEntry 8.1E (2013.03.22)

    New Features

       An Excel Direct button was added on detail grids in enter, inquiry and history functions.

       For Adagio ePrint users, added %FRM code to use 'Invoice' or 'Credit' in the filename to separate the Invoice and Credit Note audit list reports into 2 files instead of one. For example, OEInvoiceAuditList.pdf and OECreditAuditList.pdf instead of OEInvoiceCreditNoteAuditList.pdf if Filename on the PDF Print Options dialog is set to OE%FRMAuditList.pdf.

       The Data Integrity Check (DIC) now checks the Common Files as well as the OE files. Previously these files were only checked by DataCare. The DIC also checks other OE tables that were previously only checked by DataCare.

       Installs an updated version of the Adagio Data Source (ADS) that improves the handling of certain integrity problems in Adagio data files, minimizing the impact of damaged data should problems occur. When this release of OrderEntry is installed the Adagio System Updater (2013.01.09) is not required.

    Problems Fixed

       The Load History function on the Items tab in Display History displayed incorrect results in some cases when you had a range of customers, items and dates, did a search, then changed fields in the range.

       Category codes in Inventory and the OrderEntry Price list can only be uppercase. Edit Item and Edit Alternate Price List forced the code to uppercase but Transaction entry did not.

       The Order Action report selected orders as Totally Shippable when it should not have because some items were only partially shippable. 

       The units of measure for the Weight field on the Totals screen in the History Inquiry always displayed as "lbs" regardless of the Weight Unit of Measures specified in the Adagio Inventory Company Profile.

       The Salesperson Name was blank on the Salesperson Commission report when printed in summary form.

       The right-mouse menu for the grid on the Items tab in History included options to Document or Customer that should have been there and had no effect (the sort sequence is controlled by the selections above the grid).

       For orders transferred as quote from SalesCQ, the weight of items should have been zero until quantity was shipped. The specification code 'F24 Total Item Weight' printed the total weight of the ordered items, whether the items were shipped or were still backordered.

       If you did a Find on the Invoices tab in Enter Orders function and used the smart finder, then switched to the Orders tab and used the smart finder, the columns for in the smart finder did not change the ones for orders, which can be different.

       If you created a credit note for an invoice from history that had Terms code that had been deleted in Receivables, you received a error stating the Terms was invalid, even though credit notes do not have terms.

Adagio OrderEntry
8.1E | 2011-12-15 (Dec '11)
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Release Notes
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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. 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 OEWin.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.

       Added the option 'Ask Print OK after forms print?' to User Preferences. This option applies to all document types (including Labels), whether printed to printer, email or fax, and for all Specification Options selections. Deselect this option if you do not want the message “Everything printed OK?” to be displayed after printing documents. The Print Status will be updated immediately upon printing the document(s). Select this option if you want the message to be displayed, in case there is a printer problem and you want OE to be able to reprint only documents that have not been printed. Otherwise you would need to determine these documents manually. The Print Status for the document(s) will be updated only when you respond Yes to this question. Note that while waiting for the documents to print and until you answer Yes, other users might print the same document(s) you are printing, assuming they have not been printed because the Print Status has not been updated. This could lead to accidental duplicate picking and shipping of orders.

       Added the option 'Close forms dialog after print?' to User Preferences. Deselect this option if you typically print documents to multiple destinations. For example you print a document to printer and also email it. In this case, if you are printing a range, you will need to select the 'Ask Print OK after forms print?' option and answer No to “Everything printed OK?” after printing to the first destination, and Yes after printing to the second destination.

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

    Problems Fixed

       In OrderEntry 8.1D, for items not returned to inventory when creating a Credit Note, Day End created an IC history transaction when it should not have. Although the Quantity on Hand was correct, this caused problems in the Transaction History, Stock Card report and Item Valuation report when printed as of a prior date.

       Corrected a problem in the find functions on Alternate Price List Items in OrderEntry 8.1D (2011.09.29) when single-segment item numbers are used.

       Corrected a problem in the finder in OrderEntry 8.1D (2011.09.29) when a Price List code was entered and you then partially entered an Item Code. When the item was selected from the finder, the Price List code field changed and the alternate item was not found.

       When other users post new documents in OE the grid is refreshed automatically. This caused the selected document on the grid to change in some cases. This no longer happens and the same document remains selected on your grid when other users post new documents.

       After printing a document in OrderEntry 8.1D (2011.09.29), the Close button was the default when you pressed Enter, rather than the Print button, as in earlier versions. The Print button is now the default.

       In OrderEntry 8.1D (2011.09.29), if the 'Use selected specification' option was chosen and you clicked the Print button before selecting a specification, the message "You must select a specification to use before printing" followed by "Cannot focus a disabled or invisible window".

       If you printed labels for a document after printing an Order Confirmation, Picking Slip or Invoice for it, the Print Status showed blank in the orders or invoices grid rather than the correct status. (The status in the document itself was correct).

       In OrderEntry 8.1D, when the Company Profile option 'Mark printed to screen as printed?' was selected, the Print Preview was updating the Print Status if the Specification Option was 'Use document specification' or ' Use current customer specification'. The 'Mark printed to screen as printed?' option only applies when printing to screen, never to preview.

       If there were insufficient Lanpak licenses available, in OrderEntry 8.1D (2011.09.29) when you used the Edit Customer or Edit IC Item functions, after receiving the message "All Adagio Lanpak licenses are already in use" there was an error message and the program stopped working.

       If you had data open for two or more different companies and you did a backup in one of the companies, in some cases you received an error that the MCCodes or MCRates currency files were not backed up.

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

       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 OrderEntry
8.1D | 2011-09-29 (Sep '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). Order Confirmations, Invoices and Credit Notes print to a separate, configurable Forms folder. 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.

       You can now have OrderEntry print an accounting copy of Invoices and Credit Notes to a PDF document to save you from printing and filing paper copies of the documents you send to customers. The Company Profile, Reports tab, has 3 fields called: 'Keep PDF Accounting copy?', 'Invoice accounting spec' and 'Credit note accounting spec'. If Keep PDF Accounting copy is turned on, when printing invoices or credit notes (except when printing from history), OE will create accounting copies of the documents printed in a folder called Documents underneath the PDF Audit Reports Folder. It will do this regardless of whether you print to printer, file, PDF, fax, email, or screen (if the option 'Mark printed to screen as printed' is set). It will use the Invoice accounting spec and Credit note accounting spec specified in the company profile for this purpose (not the spec selected on the print screen). The PDF files are named IXXXXXXXX or CXXXXXXXX depending on the document type. The conflict strategy for the accounting copy is to append _01,_ 02 etc. to the PDF document filename if you reprint it.

       You can now have OrderEntry create a PDF archive of the customer copy of Invoices and Credit Notes you send to customers. The Order Entry Company profile, Optional / Specs tab, has the new option 'Archive PDF customer copy?'. If this option is turned on, when printing invoices or credit notes, OE will create archive copies of the documents printed in the a folder called SOFTPDF under the data directory (not the Relative base folder, if it is set in Adagio ePrint). The PDF files are created regardless of whether you print to printer, file, PDF, fax, email, or screen (if the option 'Mark printed to screen as printed' is set). It will use the spec specified on the screen. The PDF files are named <customer number right justified and padded with trailing “_” characters to fill to 6 characters> followed by '_OE_' and IXXXXXXXX or CXXXXXXXX depending on the document type. The conflict strategy for the archive document is overwrite.

       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.

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

       Added 'Page break on change of salesperson' option to the Salesperson Commission report.

    Problems Fixed

       When printing a Picking slip (and only a picking slip) directly from the grid, the "Reprint already printed" option now always defaults to "off" so that duplicate picking slips are not inadvertently printed.

       Editing a Security Group changed the value of 'Locked Status' field in some cases even though you did not change that field.

       When tabbing through fields on the Header tab of the Enter Orders/Invoices/Credit Notes function the Order Type you had selected changed by itself in some cases.

       If a filter is based on a range for any field that is right-justified (such as customer number, single segment item number, vendor number, etc.) then additional records will be selected by the search 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 to correct them.

       The inquiry function on the Items tab in Display History did not find transactions it should have in some cases.

       The Unit and Extended cost were calculated (incorrectly) for the alternate unit when a credit note was entered and the quantity entered was not in the pricing unit.

       After printing or previewing a multi-currency report that prints in landscape, reports that print in portrait printed in landscape instead.

       The Find did not work correctly for selecting a customer with a leading zero in the Name field, such as for a numbered company. As result an order could not be created for the customer.

       If your Ledger data was created with version 9.0x and you never used Ledger 8.1A or earlier versions, after printing the G/L Transactions report in OrderEntry, the Consolidate G/L Transactions dialog did not show the 2 options to consolidate by Fiscal Period.

       When copying an Invoice to create new Order, regardless of the setting of the 'Set quantity shipped to quantity ordered' option, the new order created always set quantity shipped to quantity ordered. As result, when the new order was posted the default was to post an invoice, which was not the desired default for sites only wanting an order to be created.

       OrderEntry suppressed "Canada" in the Bill-to and Ship-to addresses if the Home Country in the Receivables Company Profile was "USA" and the 'Suppress home country on forms' option was selected. It also suppressed "USA" if the Home Country was "Canada". The fields from the Customer

       Order styles (fonts and colors) did not appear on finder grids, although they did appear on other grids.

      OrderEntry 8.1D did not send tax on Miscellaneous Charge lines to SalesAnalysis 9.0A.

Adagio OrderEntry
8.1D | 2011-03-16 (Mar '11)
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Release Notes
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    • Compatible with Adagio SalesAnalysis 9.0A. The batch file for retrieval SA contains information for the new fields in SA 9.0A, including Item and Customer Report Group, Optional Fields from the document header and the IC Item Description (from the order, where it may have been edited and thus different from the item description in inventory).

    • In 8.1D (2010.11.05), the calculation of the value of invoices (and optionally orders) to be included in the credit check was being performed regardless of the settings for the customer’s default terms. This slowed down opening and saving orders for very high volume customers. The scan of the invoices is now only performed if credit limit checking is required for the order.

    • When issuing a credit note against a previous invoice and returning a different quantity of items to inventory than were on the original invoice, an incorrect extended cost for the items was calculated. This has been fixed for credit notes going forward. Items returned on Credit Notes created in OrderEntry 8.1D (2010.11.05) or the 8.1D (2010.12.22) Hot Fix should be inspected and necessary adjustments made in Adagio Inventory.

    • When using the Find function to find a document in current or history in version 8.1D the wrong row was highlighted in some cases if the type of document you were searching for was different than the type of tab you were on in the grid.

    • When documents are restored from history, if items on the document no longer exist in inventory or are inactive a warning message is displayed.

    • In 8.1D (2010.11.05), if you had ‘Sort active documents’ set to ‘Customer’ in the Company Profile, you received an “Access Violation" error in the Display Orders/Invoices/Credit Notes function. Note: ‘Sort historical documents’ did not have a problem.

    • When Adagio Inventory versions prior to 8.1C were used with OE 8.1D, if you set 'Show active records only' in the Column Editor for items, all items were hidden and the grid was empty.

    • On a stand-alone database (no IC), you received an “Access Violation" error when adding or editing a Price List Item.

    • Edit Items function now respects the Payables 8.1C options to uppercase and auto-fill vendor codes.

    • In 8.1D (2010.11.05), to import Special Prices to update existing records, you had to enable 'Add new records'.

    • You could not save a template in the Import Special Prices function without including the Customer Number field in the imported fields, even with if you included it in the defaulted fields.

    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 \\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.

Adagio OrderEntry
8.1D | 2010-11-05 (Nov '10)
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Release Notes
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    The changes and improvements to Adagio OrderEntry 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.

    Enter Orders/Invoices/Credit Notes

    • Added 'Hide completed lines' option to Details tab on orders. It allows you to more quickly find and process items remaining to be completed on partially shipped orders. Note: comment, instruction and serial number lines associated with completed lines are also hidden. The grid shown when the option is selected is separate from the grid when the option is off, allowing for different fields to be shown.
    • Adagio OrderEntry 8.1C (2010.05.07) or higher supported find by item description functionality when Inventory 8.1C data was present. The Find Item dialog will now default to find by description if you found the previous item by description.
    • The 'Auto-Generate' option has been added to the Edit Payment Distribution screen. Sets the Check Number field to 'AutoAssign'. When the invoice is posted the Check Number will be set to the Invoice document number. This speeds entry, avoids duplicate document numbers on cash transactions in AR, and is useful when entering credit card payment transactions.
    • You can now flag an order as locked. Set the 'Locked?' option on Header tab in the order. When a locked order is edited a warning message is displayed and you are asked if you want to unlock the order. Users are not prevented from editing a locked order. The feature is simply a way to generate a warning to users. For example, you might lock an order while the order is being picked. If may be useful for Warehouse Management Systems to lock the order. The Locked flag can be imported.
    • You can now add Shipto Addresses for customers "on the fly" when entering orders.
    • Added the option 'Suppress zero price warning' on the System Defaults tab in the Company Profile to turn off "The unit price is zero. Do you wish to continue?" prompt when entering orders.
    • Financial information for the customer, including the balance and statistics fields, can now be excluded from the credit check warning screen to prevent entry or warehouse staff (or even customers at a front counter sales site) from viewing it. Set the new option 'Display short credit check form' on the System Defaults tab in the Company Profile to exclude this information.
    • The over credit limit check calculation now includes invoices and credit notes for which Day End has not yet been run. Includes payments and taxes.
    • The over credit limit check calculation can now optionally include the amount of open orders (not yet invoiced) for the customer. Added the option 'Include Orders in credit check' on the System Options tab in the Company Profile. The calculation for open orders assumes all (remaining) quantity on order would be shipped and does not include taxes.
    • Added a option to display a warning if the quantity shipped on an order will exceed the quantity available at the location. The quantity available includes the quantity on Sales Order at the location. Added the 'Warn if available below 0' option on the System Defaults tab in the Company Profile to control this feature. In addition, you can optionally include the Quantity on Purchase Order in the quantity available. Added the option 'Include PO in quantity available' on the System Defaults tab in the Company Profile. This option also controls whether the Qty on PO is included in the Available column in the Qty on Hand grid on Edit Detail screen, and in the Order Action report.
    • Supports the company profile option in Receivables to control whether information entered into the State/Province field of a formatted address is converted to uppercase.
    • The spell checker (F7 key) is now active in Comment and Instruction lines, and Texts.

    Print Orders/Invoices/Credit Notes and the Specification Designer

    • Documents can now be printed to file in Text (.txt), Rich Text (.rtf) or PDF. This allows them to be modified or enhanced with Microsoft Word (.rtf format) before you send them. Added the 'Export name code' field on the Optional / Specs tab in the Company Profile to set the file name used when you print to file.
    • Added new spec codes for customer, including the new name field 2 appended to the customer name, and 2 additional address lines to handle addresses requiring many fields (city, state, country and zip/postal code):
    C54, Name 1 + 2
    C55, address 6 (formatted)
    C56, address 7 (formatted)
    • Added new spec codes to show the preferred method(s) for sending invoices for the customer. These fields can be used by PrintBoss™:
    C58, Send method print
    C59, Send method fax
    C56, Send method email
    • Added spec C57, Report group, to allow printing this field on documents.
    • The dimension fields (W x L x H) for the item and for its packaged dimensions added in Inventory 8.1C can now be printed on documents using the following spec codes:
    D76, Packaged length
    D77, Packaged width
    D78, Packaged height
    D96, Item length
    D97, Item width
    D98, Item height
    • Added new spec codes for the 15 Tax Levy fields from items in Inventory 8.1C or higher to print environmental or other levy amounts on invoices:
    D81, Tax Levy 1 through D95, Tax Levy 15.

    Day End

    • Compatible with Adagio BoM Add-on product (Bill of Material). Adagio BoM allows you to automatically assemble master items from Bills of Material during Day End to fulfill quantity on invoices. Adagio Inventory must be version 8.1C (2010.11.04) or higher for the features of Adagio BoM to be active. Edit and view items functions in OrderEntry include new Adagio BoM features.
    • The transaction history file in Adagio Inventory is now updated when Day End is run rather than you having to print and clear the audit lists.

    Import / Export

    • Added Import and Export Special Price List functions.
    • The field 'Hdr-Labels Count' has been added to the Import Order function.

    Generic new features

    • 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.
    • You can now specify a desktop background color, image and/or text constant to display on the Adagio desktop (in the new User Preferences function). 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.
    • Added the option 'Exclude Ranges' to Report Options (now in the new User Preferences function). If 'Remember report options' is on and 'Exclude Ranges' is also on, field ranges in general (including date ranges) are not remembered but other report settings are remembered.
    • 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 '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.
    • 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 a document record is displayed in the Enter Orders/Invoices and Credit Notes grid and the Display History 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 documents by editing a record or importing (orders) the style you wish to use. The style controls the display of a document in the grid. Use this feature to highlight incomplete orders or orders on hold, etc. Adagio Styles are shared globally between all Adagio modules and company datasets. Display Styles settings, Manual and Automatic, have been added to the edit order screen. The manual style has been added to the import orders function.
    • Display just the records you need in Enter Orders/Invoices and Credit Notes grid and the Display History grid. User defined filters can select and instantly display customer records that meet specific criteria in a user specified sequence. 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 (Total Order > $10,000), another data element (Terms Code = PREPAY) or, in the case of dates, to a “floating date range” (Expected Ship Date is This Week). A 'Week starts on' field has been added to System Options tab in the Company Profile. Grid Filters also allow you sort grids by multiple fields. Grid Filters may be public or private. Document filters are refreshed automatically when a Data Integrity Check is performed (including in DataCare) 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 document. The Apply Styles and Apply History Styles functions in the Maintenance menu allows you to apply multiple filter styles simultaneously. Filters can be toggled on/off on the grids. Printing documents updates filters in case they reference Print Status or other fields.
    • Data Integrity Check (DIC) will automatically reset all filter Styles used based on the Style priority set in the document filter. For documents 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 DIC.
    • Item Number segments available as separate fields in grids, finder, smart finder and GridView. Note: this feature is not available for stand-alone OE with a price list (no IC).
    • Added an Excel Direct button to the Enter Orders/Invoices and Credit Notes, Display History and Ship To Addresses grid screens. Use the 'Enable SF Export' option in Edit User to enable or disable the Excel Direct button.
    • Edit and view customer functions in OE now support new features found in Receivables 9.0B such as the option to sort transactions ascending or descending by date.

    Fixes made in 8.1D

    • ShipTo Address codes now support the 'Uppercase contact codes' option in Company Profile in the Receivables 9.0B and higher.
    • The Salesperson field can now be left blank in documents. This may be desired in the case of credit notes.
    • If the default Payment Method currency is different than customer currency an error was displayed when you tried to enter a payment on an invoice.
    • In OrderEntry 8.1C, if you edited an order and changed the ShipTo Address field to blank, if the default ShipTo in the customer was also blank, the main address fields for the customer were not reloaded for the order.
    • If you edited an existing order that contained only miscellaneous charges and no items (Company Profile option 'Quantity shipped on orders' must be on to do this) a floating point error was displayed in some cases.
    • If you made a change to an existing order, even one that did not affect the total, the credit check warning was displayed (if the customer balance plus orders is over credit limit) even though the 'Prompt if over credit limit' option was disabled in the AR Company Profile.
    • Credit Notes used the rounded cost rather than actual cost in the case of a 3 or 4 decimal price list.
    • If you edit an order and used Alt-A to switch to the details page, AIt-I to Ship All did not work until you pressed it a second time.
    • When emailing documents with the 'Use current customer specification' option, if the Email Cover in the customer is blank, the Email Cover from the print dialog is now used instead of generating an email with no Email Cover.
    • Standing Orders are now excluded from printing when their document number falls within the print range (i.e. even if they have not been printed).
    • The print status of orders created from standing orders is reset (no document printed) in cases where the standing order had a printed status. In addition, the Printed Counts are reset to zero and thus the spec code 'E62 - copy label' will not print "COPY" the first time the document is printed if the standing order was ever printed.
    • The default width for spec code C8, Territory has been changed from 2 to 6 characters.
    • The 'Implied Decimal' option disappeared from the screen if you selected a different template in the Import Orders function.
    • Importing orders for a customer 'on hold' incorrectly incremented the quantity on order for the items imported.
    • Entering the full item number and pressing Enter in the item number field of Find Item window incorrectly displayed the message "Record not found." in the Item Inquiry function. This was not a problem when finding items in the Edit Detail dialog when entering an order.
    • The Item Inquiry showed the costing units for the master item rather than the alternate item on the Alternate Price List tabs for alternate items.
    • In the Display History function, the cursor is now initially in the document field (rather than in the customer field) on the Find dialog (now same behavior as Enter Orders/Invoices and Credit Notes).
    • In OrderEntry 8.1C (2010.05.07), if the Calculate Tax Amount By option was set to 'Invoice total' the Data Integrity Check incorrectly reported an error in the invoice total for some invoices as it was checking the total based on the tax by detail option. If a rebuild was done the 'Total Dollar Value' field was incorrectly adjusted.
    • You can no longer edit the tax rate in the tax table when there are tax summary totals on file. Previous versions incorrectly allowed this and cleared the tax summary totals without warning if you did so. When editing the table a new warning is displayed indicating you cannot change the rate if summary totals exist.
    • The Skip Field setting for Price Level on the Customer tab in the entry template in security Groups was not saved.
    • The 'Expected Ship Date' field in History Details is now available in the Crystal Report for Adagio table.

Adagio OrderEntry
8.1C | 2010-05-07 (May '10)
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Release Notes
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  • Compatible with Adagio Invoices 9.0A. Compatibility with earlier versions of Adagio Invoices is maintained.

  • Fully compatible with Windows 7. Supports MAPI email interface to Outlook and other mail clients on Windows 7.

  • Added an Excel Direct button to various grids, including Edit / View Customer and the customer transactions tab for Receivables, OrderEntry, Invoices and Time&Billing transactions. Also the Edit / View Item grids. 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.

  • Supports the 'Implied decimal' option added in Ledger 9.0C (in the User Preferences function). 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. 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 Help | About dialog now has a 'System Info' tab showing the version and path to various DLLs used by the program.

  • The Designer supports UNC paths. If you open Invoices data with UNC path (rather than a mapped drive) then the Open Invoice/Order Specification dialog changes and does not have a folder view but uses a browse instead. In previous versions the dialog gave an error. If a mapped network drive is used the dialog is the same as in previous versions.

  • 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 orders, invoices and credit notes).

  • A Department code field was added to Territories and ShipTo Addresses in Receivables 9.0A (2009.09.28) to allow departmentalizing revenue and cost. This feature is now supported in Adagio OrderEntry. If a Department code is entered on the Territory record, it will override any Department code that has been entered in the Location record within Adagio Inventory. However, even if a Department code is entered on the Territory record, it can be overridden by any Department code within a ShipTo record being used. The Department code overrides the Department in GL Accounts in the Category in Adagio Inventory.

  • The option 'Use base price list if not found' on the System Options tab in the Company Profile, which was an on/off setting, can now be set to 'Disallow', 'Warning or 'No warning'. The 'No warning' setting allows you avoid getting a warning for every item that is not on the price list.

  • The performance of the Application Integrity Check phase in the Data Integrity Check has been significantly improved and may be up to 10 times or more faster across a network on a large database, providing there is sufficient memory in the workstation.

  • The Data Integrity Check now detects and corrects invoices where the Total Dollar Value is incorrect, whereas in previous versions only the Total Order Value was checked and corrected by a rebuild.

  • 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.

  • Excel Direct (from finders, smart finders and from grids in some modules) can be configured to export an ASCII CSV file (instead of Adagio OrderEntry 8.1C 2 of 5 OE20100507 18-May-2010 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.

  • In 8.1C, if you entered an order with only miscellaneous charges (no items), when edited a miscellaneous charge you received an 'Invalid Floating Point Operation' error.

  • An error occurred in OrderEntry 8.1C when you restored an order from history for a customer who is over their credit limit (but not On Hold), preventing the order from being restored.

  • The smart finder did not work correctly for the ShipTo field on the New Order dialog in 8.1C if Receivables is 9.0A.

  • The Payment Method was not verified when entering a payment on an order/invoice. If a invalid Payment Method was entered and the resulting cash posted in Receivables, the batch created for BankRec was corrupt and could not be retrieved.

  • When the Costing Unit for an item is different than the Pricing Unit, the unit cost was in the Costing Unit of the item, instead of the Pricing Unit. The Extended Cost was correct and the costing in the GL was correct. If you used GridView or a specification driven document to show the Unit Price and Unit Cost of an detail, the cost could be significantly different and appear wrong, as compared to the price. The Unit Cost and the display cost are now converted to the Pricing Unit. This way the order entry clerk can compare "apples to apples". This change has been made for new documents in Enter Orders/Invoices/Credit Notes, Display Orders Invoices/Credit Notes, and History. In some cases, if the units of an Alternate price list item were different than the master item units, the wrong Cost Unit was displayed. If you have items where the Pricing Unit does not match the Costing Unit, you must complete Dayend before installing this Hot Fix. After this version is installed: 1) when a credit note is created for an existing invoice, the Unit Cost will default from the original invoice. If the original Costing Unit was different than the Pricing Unit, the unit cost will need to be adjusted before the credit note is posted; 2) unshipped orders for items or alternate price list items that use User specified costing will need to be modified to ensure that the unit cost matches the new unit on the detail (i.e. the Pricing Unit). Note: If your Pricing and Costing Units are always the same, none of this applies to you and can be ignored.

  • If the Costing Unit on a master item is different than the Costing Unit on the alternate price list item, and the 'Warn if Price below Cost' option was on, the warning was displayed when it should not have been in some cases.

  • Once an invoice has been Dayended, the cost that displayed on an invoice item detail in Enter Orders/Invoices/Credit notes is the actual cost of the Pricing Unit instead of the display cost (based on the Profile or Group setting for Cost to Display).

  • For Standard cost items, including Alternate price list items, the unit cost is now always the Standard Cost. For Alternate price list items, prior to Dayend, the unit cost was the Markup cost.

  • In version 8.1C (2009.07.31), when the Orders/Invoices/Credit Notes grid was sorted in reverse (most recent documents at the top of the list), the grid positioned at the bottom (oldest) instead of the top (newest).

  • In version 8.1C (2009.07.31) the Detail dialog screen could be sized. However, size was not saved separately by detail type, resulting in the size of screens for Misc Changes, Comments, Serial Numbers and Instructions being the same as for Items and overly large, which covered the detail list grid below.

  • If you created a Credit Note and then removed the Salesperson and posted this caused the Day End function to fail. You are now prevented from saving a Credit Notes with a blank Salesperson.

  • If Receivables 9.0A is used, when you edited an existing order that had no quantity shipped, the 'Def. OE Discount' percentage from the customer was reloaded, overriding the overall Discount percent on the Totals tab on the order. This caused the discount to be incorrect in cases where a discount other than the default customer discount was used on the order.

  • If your email method is set to Direct, you used the send option of 'Now' and you did not select to use an Email Cover sheet, the email that is received does not include the document as an attachment but shows as garbled text in the body of the email.

  • Previewing the Special Prices report did not work in 8.1C if Receivables is 9.0A.

  • The Order Action report in version 8.1C (2009.07.31) falsely gave the error "Starting value cannot be greater than ending value" when single segment item numbers are used.

  • The Edit button was disabled when you viewed a customer from the Customer Inquiry. The Edit button was also disabled on the Transaction tab when you opened the customer from within document entry.

  • When you selected Historical transactions for Receivables on the Transactions tab in edit / view customer, loading the grid was noticeably slow when across a network. In addition, if the Transactions tab was the last tab you visited in the customer, the next time you opened a customer it was noticeably slow. Adagio OrderEntry 8.1C 3 of 5 OE20100507 18-May-2010

  • When you created a new Special Price by Category for a customer that is set to use an Alternate Price List, the bottom half of the screen showed the 'Alternate Item Pricing Information' rather than the 'Alternate Category Pricing Information'.

  • When a ShipTo Code is created in OrderEntry, the Tax Status now defaults from the Customer.

  • The Cost total displayed at the bottom of the Display History, Items tab, was incorrect when documents contained items where the costing unit is not the same as the selling unit.

  • In 8.1C, if you imported an order from a file that does not contain the Price List field and the order has a Shipto, the Price List was not being read into the Order from the Shipto Address.

  • When an order that doesn’t contain a Tax Type is imported in 8.1C, the Tax Type now defaults from the customer’s Invoicing tab Tax Type, rather than setting it to zero.

  • The 'Det-Expected Shipping Date' field was added to Import Orders.

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

  • In OrderEntry 8.1C, you could not log in as any user other than SYS unless Security Groups where defined.

  • 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.

  • In version 8.1C, if a customer had an OE Special Price for an item and the 'Always use special price?' option was not selected, the Sale Price for the item or alternate item was not selected when it was the lowest price. The price defaulted to higher Special Price. This has been corrected in entry, import and restore from history.

Adagio OrderEntry
8.1C | 2009-07-31 (Jul '09)
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Release Notes
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  • Compatible with Adagio Receivables 9.0A. Compatibility with earlier versions of Adagio Receivables is maintained. The Enter
    Orders/Invoice/Credit Notes function supports the Customer in Adagio Receivables 9.0A and associated new features where ever
    possible. Customer Alerts by module and function are supported. Address blocks in Adagio OrderEntry documents do not yet
    support the North American formatting available in Adagio Receivables 9.0A although customer and ship-to addresses will be moved
    into the four unformatted address lines in the document as space permits.


  • 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 OrderEntry 8.1C 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
    OrderEntry 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 functions when the program starts up, including order edit, customer inquiry and item inquiry.
    Imports can be automatically processed on start up.


  • Adagio OrderEntry will optionally create a backup of related data whenever a Data Integrity Check completes without errors. Adagio
    OrderEntry 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’.


  • OrderEntry includes enhancements to the item edit and inquiry functions added in Adagio Inventory 8.1B, including sizing screens
    and Alt Keys on tabs. These and other enhancements are included stand-alone (no IC) OrderEntry. Note: Edit Item function in OE
    does not include the new Location, Reorder and Sales History tabs as they are controlled by Group security settings in IC.

  • Ship-to addresses are now maintained in the customer when Adagio Receivables 9.0A is used. Ship-to Addresses in AR are also
    used by Adagio Invoices. A separate function to edit Ship-to addresses has been retained in OE.

  • Salespersons are now entered and maintained in AR9. Salespersons are shared with other applications, including Adagio Invoices.

  • Copy Locations, Categories and other records places you directly in the edit for the newly created record.

  • 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.

  • Deleting an item now also deletes all transactions in history for the item.

  • Speed keys have been added to select the Category or Item option on the Edit Special Prices screen.


  • Excel Direct from the history inquiry in document entry and from display history now create a table in Excel version 2007 or higher.

  • Settings on the History Inquiry, Items tab, are now remembered.

    Enter Orders/Invoices/Credit Notes

  • The edit Orders/Invoices/Credit Notes screens are now sizeable. This allows more detail lines to be shown on the screen at one
    time. The Edit Detail screen is also sizable. This allows more lines (Locations) to be shown in the ‘Qty on hand’ grid.

  • Enter Orders/Invoices/Credit Notes function supports look up of customer by name, phone number and AR document number (for
    credit note entry).

  • Prevent / warn when the document date is for a closed period / Year in Ledger. The ‘Validate closed periods’ option in the Company
    Profile, System Defaults tab, can be set to Allow, Warn, or Disable.

  • The option ‘Allow order for on hold customer?’ has been added in the Company Profile, System Options tab. Use this option to
    disallow entering an order if the customer in on hold. OrderEntry has always prevented invoices for customers on hold. Now you can
    also prevent orders from being entered. The import orders function respects this option.

  • Supports the ‘Active’ flag in customers in Receivables 9.0A. When you attempt to create an order for an inactive customer a warning
    will be displayed. The warning prompt allows you to make the customer active or cancel entry of the order.

  • The option ‘Always use special price?’ has been added in the Company Profile, System Options tab. Use this option to force the
    special price by item or category to be used for the customer even if that price is not the lowest price. For example where additional
    services or equipment are supplied, or broken package costs are reflected.

  • The Territory can be defaulted from the Ship-to Address if Receivables 9.0A is used. Note: leave the Territory blank in the Ship-to
    Address if you want Adagio SalesAnalysis to track sales by Bill-to rather than Ship-to.

  • The Salesperson can be defaulted from the Ship-to Address if Receivables 9.0A is used. Note: leave the Salesperson blank in the
    Ship-to Address if you want Adagio SalesAnalysis to track sales by Bill-to rather than Ship-to.

  • You can now create a credit note without requiring an invoice number. The Invoice number is editable and it can be left blank or set
    to something other than an actual invoice number. The credit note will then be sent to AR as unapplied cash to be left as a credit on
    file. You can enter an invoice number initially to have the detail lines from the invoice populated for the credit note, then change it or
    blank it out so it will not be applied. This may be useful in helping prevent customers from taking a credit twice.

  • Supports the ‘Payment required’ option in AR Terms. This option can be used at sites that always enter payments when invoicing
    orders so that invoices aren't posted without a payment.

  • It is now possible to automatically add a flat or percentage surcharge for items and have it show up as a detail line on invoices. For
    example, recycling fees on electronics are required by the Ontario Environmental Stewardship program. To accomplish this, 5 new
    Section Types have been added in the specification designer: Detail Line Tax - Jurisdiction 1 to 5. For a flat see, define a Tax
    Jurisdiction for it in the Tax Group, specifying an Account/Department to track the fee for reporting purposes. Set the tax base for the
    Jurisdiction and set the ‘On invoice as’ option as ‘Total'. Set the rate to a very high amount so the fee will always be charged. An
    invoice template demonstrating use of the new Section Types has been added – ‘Invoice: Detail Tax’ (OE$INVC4). The Tax Group
    ‘CANADA’ in the sample data includes a Jurisdiction ‘Envro Levy’.

  • If you change the Expected Ship Date on the header for an order the program will ask if you want to change this date on all existing
    lines on the order.

  • A Category field was added to Alternate Items in Adagio Inventory 8.1B (2009.07.14). 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.

  • The overall OE discount percentage on the Totals screen is defaulted from the ‘Default OE Discount’ on the Invoicing tab in the
    customer in Receivables 9.0A.

  • Supports the ‘Skip credit check?’ option in AR Terms. This allows skipping the “over credit limit” warning for COD terms where
    payment in full is required.


  • Payments entered in OE flow through Receivables to BankRec when Adagio Receivables 9.0A is used. The ‘Adagio Receivables
    batch type’ in the OE Company Profile must be set to ‘Direct’ to use this feature. The feature will be supported when the option is set
    to ‘Retrieval’ in a future release of Adagio Receivables.

  • If Adagio OrderEntry optional fields have the same name as the new optional transaction fields in Adagio Receivables V9.0A, the
    information in these fields will flow through to the Adagio Receivables batch and be posted to the transaction file. The ‘Adagio
    Receivables batch type’ in the OE Company Profile must be set to ‘Direct’ to use this feature. The feature will be supported when the
    option is set to ‘Retrieval’ in a future release of Adagio Receivables.

    Print Orders/Invoices/Credit Notes and the Order Designer

  • New toolbar icons in the Order Designer provide a cleaner look and differentiate this new version visually.

  • Specification codes are available to print the formatted address information from the Adagio Receivables V9.0A customer record.
    Use the specification form “All specification codes” to see every field available to print on a user defined order confirmation, invoice,
    credit note or other customized form.
    C41-45 address 1-5 (formatted)
    C46 Name (Customer name line2)
    C47 City
    C48 State/Province
    C49 Country
    C50 Comments 1
    C51 Comments 2
    C52 DUNS
    C53 Salesperson name

  • You can now print the tax jurisdiction descriptions in the Totals section of invoices using codes V11-15 Tax Jurisdiction Descriptions.

  • Several other new spec codes have also been added:
    M18 current date (actual date, M1 is the session or Adagio log in date)
    E62 Copy label (prints “Copy” to indicate a reprint).
    D73 Item Cost 1
    D74 Item Cost 2
    D75 Base unit price per selling unit of measure

  • You can now indicate a reprint of document, i.e. the word “COPY”, using new spec code E62 – copy label. The word “COPY” will be
    printed on documents if they have already been printed. This is especially useful on orders or picking slips sent to the shipping
    department to help prevent accidental duplicate picking and/or shipping of orders.

  • The list of documents to print only shows documents of the correct type (confirmations, invoices, picking slips, credit notes) or those
    marked all types in the order designer.

  • Shipping labels can now be printed from completed orders.

  • There is a new way to extend vertical lines through the Detail section(s) specifications. Place the vertical line object at the position
    where it should begin printing, right click and select ‘Extend’.


  • Added option ‘Prompt to consolidate’ on the System Defaults 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 System Defaults tab in the Company Profile. Set this option off if you often print
    reports multiple times with different settings or ranges.

  • Report performance has been improved for the Order/Invoice/Credit Note List, Order Action, Tax Tracking, and Invoice/Credit Note
    Audit List.

  • The Payment Method is now included on the Invoice Audit List, allowing totals to be reconciled to individual invoices.

  • The Order Action report now supports Expected Ship Date by line field.

  • Custom reports in Crystal Reports for Adagio can now be created from the OE G/L Transaction batch file when Ledger 9.0A or
    higher is used. Use the ‘OEX81’ table.

  • The Expected Ship Date field in order detail lines is now available for custom reports in Crystal Reports for Adagio table (OEW65).
    Note: the Order Action report also supports this field for 8.1C.

    Import / export

  • Imports can be automatically processed, including import of orders automatically when OE is started, for example for an import file
    created from a web store. This makes it easier to import orders (you don’t have to open the import function and find the correct
    import template) and warns you there are new orders to import.

  • Old formats such as Lotus, Dbase and Clipper that are almost never used any more have been removed from import / export
    templates, leaving Excel, ASCII CSV (Delimited), ASCII Fixed Length and PSV Delimited. The old formats may be manually turned
    back on for sites that need them. See the Upgrading section below for details.


  • 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 Smart Finder performance has been significantly improved across a network. Note: refreshed customer and item tables are
    not available to the smart finder when other users add or delete records until you close and reopen the Enter
    Orders/Invoices/Credit Notes function to cause a refresh.

  • An ‘additional index’ to the order details by item number has been added to speed up GridView views used for inquiries into the open
    orders/invoices/credit note details by item. Note: this may affect the compatibility of OrderEntry 8.1C with some third-party
    products. See the Upgrading section below in this Release Note.

  • The Territory field increases from 2 to 6 characters when Receivables 9.0A is used.

  • Removed field verification option.

  • 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.

  • Emailing setup (“reply to” etc) is now stored by company and optionally by user. The SYS user can copy settings to all users for a
    company. The default E-mail port number 25 can now be changed to another port if necessary when sending directly. Some ISPs
    require use of port number 587 for SMTP transfers. Emails will now have the correct transmission time regardless of e-mail client.

  • Moved fax queue from QIFAX to generic filename starting with SD that is shared by all Adagio modules that send faxes.

  • You can have database fields in the email subject line in Email covers. For example you may want to include a contact name when
    emailing an invoice to a generic email address for a customer or you may want to include the amount of the invoice.

  • Added the option ‘Bypass 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. Skipping history is not recommended if at all possible as historical documents can
    be restored to current and invoices may be reprinted from history. Adagio DataCare can be used to schedule a full check of large OE
    databases after business hours.

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

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

  • Cost fields can now be hidden dynamically, allowing users to use the column editor but still not see costs. The menu option for
    'Inquiries | Display Items With Cost’ in the security Group is used to control the visibility of cost fields in the Column Editor and on
    grids/finders. The user ‘SYS’ can always see costs in grids. If a cost field was on a grid prior to upgrading to 8.1C, a message will
    appear saying costs are no longer available to be seen and the columns will be reset to the default. You may then need to redefine
    your choices in the Column Editor for the grid. When using this feature the cost fields should not be included when the 'Set views for
    all users' setting is selected by SYS in grids/finders, as they would be reset by a user that does not have access to costs when they
    open the particular grid.

Adagio OrderEntry
8.1B | 2008-04-21 (Apr '08)
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Release Notes
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  • 1411 Documents could not be reprinted from history if they contain a miscellaneous charge line in 8.1B (2008.03.26).

  • 1412 Email address validation added in 8.1B did not allow multiple addresses per email field.

Adagio OrderEntry
8.1B | 2008-03-26 (Mar '08)
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Release Notes
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  • New inquiries have been added into the OrderEntry History file to allow quick lookup of sales by customer / item or item customer. Display History allows inquiries by customer/item and by item/customer for a range of dates. Quantities, amounts and average unit price are displayed. Information can be sent to Excel using the ExcelDirect button. When entering an order, the Pricing button will optionally display the historical purchases of an item and its price to a customer.

  • Text Blocks can be defined and added to orders as multiple comment or instruction lines. Note that Edit Text Blocks defaults to disabled in any existing Groups if you are using security.

  • You can now create a Credit Note from an Invoice in history either from the History Invoices grid or when viewing a specific invoice. There is now little need to keep completed invoices in the Current file. Purging completed invoices from the Current file will improve the speed of Dayend Processing.

  • An Item Entry template has been added to the Order Template and is also available in Groups. Use this template to control fields visited to improve entry speed or prevent users from changing certain fields such as Unit and Extended Prices.

  • Adagio OrderEntry will now warn about a previously entered order with the same reference number in either the current or history file to catch duplicate data entry of a previously entered PO. (Note: the reference number and check is Case sensitive – “Bill0307” will not match “BILL0307”.) Set the option ‘Check for duplicate reference’ in the Company Profile, System Options to enable this feature.

  • Payments can now be entered on orders. This allows you to enter credit card and other payment information when the order is entered. In previous versions you could only enter payments on invoices. When you invoice an order with a payment recorded, the payment will now default to the invoice amount. The payment amount on the order will reset to $0.00 in the case of partial shipments. If you leave the check number blank the payment is not saved (it is the entry of a document number that triggers saving of the payment information.)

  • On creation of a Credit Note against an invoice, OrderEntry will display the total dollar value of all credit notes issued against that invoice. This will aid in preventing duplicate Credit Notes being posted against an invoice. Set the option ‘Check for duplicate credit notes’ in the Company Profile, System Options.

  • The User entered in the Credit Approval field on the credit check dialog is now authenticated against Adagio’s list of users. The authenticated user must belong to a group allowed to override the credit limit (set the option ‘Allow credit limit override’ in the in the Order Options section on the Order Template tab in the Edit Group function). Note: if Groups are not used, all authenticated users can be entered in the Credit Approval field. User SYS cannot be entered in the Credit Approval field unless SYS belongs to a Group that allows credit override.

  • User initials of those who create, modify and print documents are saved with the document. The User who created the document and the last User to edit the document are now saved, along with the Date and Time of the action. These fields are available to be shown in grids and finders, and can be printed on documents. They are also accessible in GridView and in Crystal Reports for Adagio.

  • If you change the Location on the header for an order the program will now ask if you want to change the Location on all existing lines on the order. This is useful if the Location is not known when the order is originally entered or if you accidentally chose the wrong Location.

  • There is now an option to be warned if the quantity shipped will cause inventory to go negative, even if the IC option 'Allow inventory levels to be below zero' is turned on. There are warnings on exit of the Quantity Shipped field, save item line and edit item. Set the option ‘Warn if IC quantity below zero’ in the Company Profile, System Options.

  • An option has been added to allow you to sort the lines in a document while it is being edited. You can optionally save the document with the lines in the new sequence. If this is done, the line numbers will not match the line numbers on previously printed documents.

  • The Expected Ship Date can now be entered on each item line on an order and printed on order confirmations.

  • Adagio OrderEntry will now optionally remember the last line type entered when auto-add items on documents is enabled and the new option ‘Remember line type’ is set in File | Options.

  • Entry now warns you if there are no details (lines or miscellaneous charges) on an order or credit note.

  • Lines having zero for Quantity Ordered are no longer considered complete when the order is posted -- unless all of quantity, shipped and backordered are zero and you have responded that you are aware of this and wish to continue at the warning prompt. Often it was a mistake that the line had zero quantity. If this is the case, you should modify the detail containing zero for quantity, shipped and backordered before posting.

  • If Enter Orders/Invoices and Credit Notes is disabled in the user’s Group, the user can no longer restore documents from History.

  • If Purge History is disabled in the user’s Group, the user can no longer delete individual documents from History.

  • You may now edit some fields on posted invoices and credit notes in current or history. Set the option ‘Allow editing of invoice/credits’ in the Company Profile, System Options. If security Groups are used, then set the option in the Order Options section on the Order Template tab in Edit Group. There is explicit control over which fields may be edited. No fields that have the potential of affecting ANY calculated amounts may be changed.

  • A company profile option now allows an order confirmation to be printed when the order is on hold. Set the option ‘Allow printing of On Hold orders’ in the Company Profile, System Options. Previously, order confirmations could not be printed for “On Hold” orders. You may want to include the “On hold” status in your order confirmation specification.

  • A Print Count number is maintained, which may be useful to prevent duplicate picking of documents inadvertently printed multiple times.

  • The following Specification codes have been added to the specification designer. The specification document OE$ALL.SAM has all the available specification codes.
     M16 Current User Initials  M17 Current Time
     E48 Last print user order confirmation  E49 Last print user picking slip
     E50 Last print user invoice  E51 Last print user credit note
     E52 Order confirmation print count  E53 Picking slip print count
     E54 Invoice print count  E55 Credit note print count
     E56 Created by user  E57 Created date
     E58 Created time  E59 Last modified by user
     E60 Last modified date  E61 Last modified time
     D71 Item expected ship date  D72 Item number (unformatted)

  • The orientation and paper size of custom (\CustomRP) and modified (\ModRP) reports is maintained.

  • A Printer Setup button has been added to the print preview window. This allows you to select a different printer after previewing a report.

  • The Number of Labels field is now available on the Print Labels screen when the function is selected from the menu, as long as the range selects only 1 document. Previously the Number of Labels field was only available when printing from the Enter Orders/Invoices/Credit Notes grid. Now you can prevent a user from entering or editing document but still allow them to change the number of labels.

  • When printing specification documents, you can now specify a default document to use for that print run. The default document will be overridden if a customer has a specific form to use recorded on their file. When printing documents, the Specification Option can now also be set to ‘Use document specification’. This choice forces the document to print using the specification saved with the document. This is useful if you want to reprint a document with the same specification with which it was originally printed, rather than the currently selected (customer) specification. When printing documents with the Specification Option set to ‘Use customer specification’ or ‘Use document specification’ and the specification is blank in the customer or document, you can now select a specification to use on the print dialog screen. If you don’t then the default specification in the Company Profile is also blank. In previous versions the Company Profile was the only fallback for a blank specification on the customer or document.

  • The confirmation message “Everything printed OK?” has been removed when printing documents with the ‘Use document specification’ and ‘Use current customer specification’ options. The confirmation message only appears with the ‘Use selected specification’ option. Users most often do not wait to be sure the document printed before clicking OK on a laser printer, and if the printer is out of paper or toner it will print the missing sheets as soon as the print problem is fixed.

  • A Payment Totals Summary by payment type (from Payment Method in AR) has been added to the Invoice Audit List and the Credit Note Audit List reports.

  • The specification templates have been updated to show the Invoice Salesperson instead of the Customer Salesperson.

  • The Miscellaneous Charge Description and Tax Status can now be imported on orders, over-riding the default value.

  • Smart Finder speed improved by a factor of 2 to 10 times when the database is on a network drive.

  • The “Customers” button now launches Display Customer if user doesn't have access to Edit Customer.

  • The “Items” button now launches Display Items if user doesn't have access to Edit Item.

  • Email fields are checked for correct format of email addresses.

  • Edit/View Items now remembers the tab you were last on and uses that when first opening another record.

  • View History now remembers the tab you were last on and uses that when first opening another record.

  • OrderEntry now respects the “Edit Notes Only” option based on the user’s setting in Adagio Receivables.

  • The Day End processing speed has been improved by a factor of up to 4 times over a network if you have a large number of documents in the “Current” file. Purging a large number of documents from current (after they are transferred to history) during Day End is up to 10 times faster over a network. This second change is less significant as purging a large number of documents from current is done less frequently.

  • Copying or restoring an order or creating a credit note for a customer with an Alert now pops the Alert.

  • A Tax Group with only one tax jurisdiction can now be copied or deleted.

  • The values of the Print Status field in “Current” and “History” are now available in GridView when the ‘Translate coded fields’ option is on.

  • Deleting orders on hold updated (reduced) the ‘Quantity On Sales Order’ of Items when it should not have.

  • Viewing orders now correctly displays the miscellaneous charge amount on the Totals screen if the Company Profile option ‘Discount misc charges’ is not selected.

  • If the option ‘Warn if below cost’ was enabled and the default price of the item was lower than the cost, the warning did not appear. The warning only appeared when you entered new price lower than the cost. This has been fixed.

  • If the order number is defined in the import file, and that order number exists in either Current or History, a warning will now appear stating that the order number already exists and the order is not imported. Previously if 'Automatic numbering' was on the order was imported and assigned the next order number.

  • If the Security Group is set to not allow Picking Lists to be printed, the Confirmation and Print Labels buttons were disabled in Enter Orders/Invoices/Credit Notes.

  • The Comments field printed twice on forms in some cases if the ‘Miscellaneous charges last’ option was used.

  • In OrderEntry 81A, even if the Company Profile option ‘Miscellaneous charges last’ was enabled, comment and instruction detail lines immediately following miscellaneous charges always printed after the miscellaneous charges. Now if you print the document sorted specifically by Line Number, miscellaneous charges will print last. Sorting by Item or Pick Sequence will continue to print miscellaneous charges followed by any comments or instructions entered immediately below the miscellaneous charge.

  • Disabling Edit Items in a security Group did not disable the Items button on the toolbar.

  • When an item with a leading space was selected from the smart finder search results you received an error message saying the item did not exist and asking if you wanted to create a new item.

  • If included on the Enter Orders/Invoices/Credit Notes grid, the Print Status field is now refreshed without having to click on the grid after printing a document.

  • The order import function did not allow Filler fields on the Miscellaneous Charge (M) line.

  • The Company Name field in the Company Profile is now enabled when OE is used with Adagio Inventory. Address fields continue to be editable only if OE is used stand alone, without Adagio Inventory.

  • The fax server now properly handles fax numbers entered with dashes (for example: 1-555-123-4567).

  • On a multi-currency database, if you had a currency code with 2 characters rather than 3 (example US vs. USD) and field verification was on, you could not tab out of the Tax Group field when entering an order.

  • The settings on the Print Shipping Labels dialog were not remembered when ‘Remember form settings’ was on.

  • For a customer with information in the ‘Contact name’ on the Customer tab only and blank in the ‘Contact’ on the Invoicing tab, the BillTo / ShipTo showed blank when it should have shown the ‘Contact name’ from the Customer tab.

  • When a security Group prevented the user from editing customers they could still add customers on the fly while entering orders.

  • Import Orders now checks for blank in the order number field if auto-numbering is not selected in the Company Profile.

  • Tax amounts were not recalculated when a Ship-To code was changed to a Ship-To Address with a different Tax Group.

Adagio OrderEntry
8.1A | 2007-08-26 (Aug '07)
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Release Notes
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  • Compatible with Windows® Vista™.

  • 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), programs 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.

  • Fax document image files were created in earlier versions using the Softfax printer driver. This driver is not compatible with Vista. In 8.1A versions, faxing documents created with the Specification Designer (orders, invoices, etc.) creates a fax image file directly. The Softrak Softfax driver is no longer used. However, the driver is installed for use by third-party products. Third-party products that use the driver should eventually be updated to support faxing on Vista. Until that time they will continue to be able to fax on XP and earlier versions of Windows. Note that to run the Adagio fax server (Fax/Email | Fax Queue) you must have a ‘true’ fax card (with an on-board fax chip) rather than a Win Fax modem (which emulates a chip in software).

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

  • 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 order, invoice or credit note, and free form text. The following specification codes are supported.

     %cst  Customer code
    Customer name
     %ref  Reference
     $dno  Document number
     %des  Description
     %cm1  Comment 1
     %cm2  Comment 2
     %odn  Origional document
     %os1  Optional string 1
     %os2  Optional string 2
     %os3  Optional string 3
     %od1  Optional date 1
     %od2  Optional date 2
     %oa1  Optional amount 1
     %oa2  Optional amount 2
     %ou1  Optional unit 1
     %ou2  Optional unit 2
     %cs1  Cust Opt string 1
     %cs2  Cust Opt string 2
     %cs3  Cust Opt string 3
     %cd1  Cust Opt date 1
     %cd2  Cust Opt date 2
     %ca1  Cust Opt amount 1
     %ca2  Cust Opt amount 2
     %cu1  Cust Opt unit  1
     %cu2  Cust Opt unit 2

  • The specification designer toolbar now fits on one rather than 2 lines at most common screen resolutions.

  • The designer allows you to open specifications by using the spec Title under File | Specification Options. This is the same list of titles displayed in OrderEntry when selecting a document to print, fax or email. Previously you could open the specification by its file name only.

  • Many updates, improvements and corrections have been made to the on-line help and manual.

  • Lines printed on invoices, order confirmations and credit notes can now be printed sorted by Location/Item, Location/Picking Sequence or Line Number. Previously lines were always printed sorted by Line Number. Printing of picking slips already had these sort options.

  • Fields for Ship-to Code and Tax Status (on miscellaneous charge lines) have been added to order import.

  • Letters in the Postal Code are now forced to upper case during entry.

  • If the ‘Prompt if over credit limit’ option is off in the AR Company Profile the credit limit check is not performed in OE. If you do not use credit limits you do not need to enter a large credit limit figure in each customer to avoid this warning in OE.

  • When printing a document from current or history to email or fax, a ‘Customer’ option has been added to the ‘Send to’ print options dialog box. Use this option in cases where the document was entered and posted before the email address or fax number were known, or if accidentally left blank in the document, or have changed since the document was originally posted. This avoids having to enter or change the email address or fax number in the queue before the document can be sent. For example, the ‘Customer’ option looks first at the 'Invoicing email' on the customer, and if that is blank the standard customer email address.

  • Picking slips are no longer printed for standing orders.

  • If the Standard Cost is zero for an item or alternate price list item the Most Recent Cost is used for the markup calculation of the calculated price.

  • Starting OE is faster for the first user and even a little faster for addition users after that.

  • If you used an entry template that skipped the Salesperson field but did not provide a default Salesperson, and the Salesperson field was left blank in the customer, the Salesperson was left blank in the document, preventing Day End from completing. The Data Integrity Check detects and rebuilds this by setting the blank Salesperson in the document to the first Salesperson on file. To change the Salesperson in a rebuilt document you must issue a credit note and re-invoice using the appropriate Salesperson.

  • Print Labels from the dialog (Orders or Invoices) shows the '# of labels' field, which can be edited. Printing and saying everything printed OK changes the value of the label count in the order or invoice. The number can be changed in the order by editing the previously posted order, however: - If the invoice has already been posted it is too late. Labels can be printed for the order but usually the shipping department works from invoices - Requires giving the shipping department ability to edit orders, which they don't want to allow.

  • In the conversion of Softline Invoice/Order History transactions to Adagio OE history, the unit amount for Miscellaneous Charges was 100 times too big. The conversion has been corrected. Invoices reprinted from history for already converted data do not have a problem because the spec prints the extended amount, which was converted correctly. However, restoring from history will result in an incorrect amount for any Miscellaneous Charges.

  • When commission was calculated based on the Salesperson rate, rather than the Category rate, the salesperson totals where not decremented when a credit note was posted. This has been corrected but previously day-ended credit notes will not get changed to show the correct commission. However, going forward commission will be correct.

  • In Adagio OrderEntry 8.0A the Import Orders function did not allow negative Miscellaneous Charges.

  • When the ‘Remember form settings’ option is on, the settings are now remembered without having to actually print a document. In previous versions the settings were not remembered if you selected a range that did not result in any documents being printed. This prevented you from remembering the desired default settings and in some cases led to documents being reprinted by mistake if the user did not carefully check the settings.

  • The ‘Reprint orders already printed’ option always defaults to off when printing a range of documents. This helps prevent the accidental reprinting of documents, which in some cases could lead to accidental re-picking, invoicing and shipping of orders.

  • Copying a customer did not trim leading zeros from the new customer number. Creating a new customer on the fly did not trim leading zeros either. Leading zeros are not allowed in customer numbers.

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

  • If the Order Mask/Template 'Skip Field' was selected and the default value was left 'blank' for the Location, the Location field was blank on order header, causing Day End to fail resulting in an integrity error.

  • When the ‘Misc. charges from main list’ option was used, miscellaneous charge lines printed on the invoice even when the ‘On Invoice’ option was set to ‘Total only’ in the miscellaneous charge.

  • Loading the list of specifications on the document print dialog was slow in some cases (over a network, with a large number of possible specs, where the specs contained images or logos of unnecessarily high resolution).

  • The option 'Use base price list if not on alternate' is now supported when importing orders containing items that are not on the alternate price list for the customer.

  • Added a the new spec code D70 ‘Item Pricing Percentage’ to show the price list discount percentage rather than calculated discount percentage, which may show too much precision in some cases (for example: 24.9 or 25.1 instead of 25%). D70 can be used in lieu of D9. It will print if the discount is by percentage. It will not print if discount is by amount.

  • The option 'Misc Charges from main list' is now supported when importing a miscellaneous charge, reading the miscellaneous charge from main list (with a blank price list code).

  • Recurring charges can now be added to a customer when the customer is edited from within OrderEntry.

  • You can no longer save the company profile if there are gaps (a blank line between 2 populated lines) in the tax status descriptions. Blank lines caused an error during day end, causing it not to complete and resulting in a corrupt database that could not be opened. Although blank lines can no longer occur and cause the problem, the Data Integrity Check now detects and repairs this situation for existing databases.

  • Dayend only copied completed invoices and credit notes from current to history if they had also been printed.

  • The Unit Price field in the grid on the Transactions tab, OE details, in the Edit Customer function, shows the correct amount with proper decimals for Miscellaneous Charges.

  • When the Tax Tracking report was back dated, printed and cleared in a multi-currency database, instead of clearing the records printed all tax tracking records were cleared.

  • Costing was not correct in some cases for items with residual cost (quantity on-hand was zero but cost was not zero).

Adagio OrderEntry
8.0A | 2006-08-25 (Aug '06)
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Release Notes
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  • Prints shipping labels. Label format must be one across the page. On a laser printer you can print multiple labels for different orders down but only for the same order across. The specification designer can create shipping labels.

  • The following new specification codes have been added in the forms designer: “D66, Qty on Hand (Item)” and "D67, Qty on Hand (Loc)". Useful on picking slips. “D68, Unit discount D50-D51". Previously only the extended discount could be printed. "F43, payment type description". "D69, Item Price List Code". Previously only the header price list code could be printed. "S17, Shipping Labels count" and "S18, Printing Shipping Label". Use these codes for printing label x of y on shipping labels.

  • Added new sample specifications for shipping labels, OE$LABOKI (1 up dot matrix), OE$LABTEC (designated label printer) and OE$LABZ (5 down laser, Avery 05163).

  • Added all the new spec codes added in this release to the OE$ALL sample spec, plus added the IC item detail optional fields.

  • The option ‘Remember form settings’ option added to the Company Profile. Remembers options selected from the last time you printed the form, such as the Specification Option (Use Customer or Use Selected) and Email Cover (but not Destination).

  • When emailing single documents from the document list or when entering/editing a document, the default has been changed to ‘Now’ If emailing from a print function selected from the menu the default is ‘Add to Queue’.

  • If the invoice email address is blank in the customer then the contact email address is used. This saves you from having to enter an invoice email for every customer if for most customers it is the same as the contact email address.

  • Deleting a customer in OE now also deletes any ship-to addresses for the customer. Previously the ship-to addresses were not accessible after the customer was deleted but would reappear if you added a new customer and reused the customer number. Customers with ship-to addresses should be deleted in OE rather than AR to avoid this situation.

  • In previous releases of 8.0A, if you had a Special Price for a customer by category, where the item is set to give a discount by Qty Purchased, then the special price was lost as soon as you entered a quantity ordered on the order. It disappeared from the Prices screen.

  • Costing was incorrect for items that had residual cost and where sale took the quantity on hand into the negative. Costing should have been calculated from the most recent cost for the quantity in the negative rather than using the residual cost.

  • If by mistake you entered an item that was not on the Price List specified in the order header, when you entered the correct item (that is on the Price List) the price from the alternate price list for that item was not used. A new option called ‘Use base price list if not found’ has been added to the Company Profile. If off, the message "Item x was not found on price list y." is displayed when you attempt to sell an item for which an alternate price does not exist, and the item number is blanked out. If the option is on, the message "Item x was not found on price list y. Pricing will default from the base price list." is displayed and the Price List is blanked out. If the item number is changed again before the detail record is saved, the program again attempts to sell it from the customer's price list.

  • The UPC code did not print on invoices in some cases.

  • Security Group Setup did not include menu choices for the email functions (Setup, Queue or Queue Listing).

  • If menus are disabled because of a data integrity error so that only the Data Integrity Check is available, the Backup menu choice is now also available.

  • The option ‘Implied decimal point’ has been added to the Import Orders function. Previous versions assumed you wanted to interpret amounts and quantities as having a decimal point if there was no decimal point in the field in the import file. For example, it was assumed that 100 meant $1.00 rather than $100.00. Now fields in the import file must specifically include the decimal or you must set the option.

  • The History Header extension table is now available in Crystal Report for Adagio.

  • The grand total of the Cost of Sale amounts was incorrect on the Credit Note Audit List report.

Adagio OrderEntry
8.0A | 2006-05-10 (May '06)
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Release Notes
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  • Pricing by markup was using the Recent Cost rather than the Standard Cost in version 8.0A (2006.04.11)

  • The Base Price field in the order detail line was set to zero rather than the Base Price from the item in version 8.0A (2006.04.11). While this field does not show on any screen during entry it can be shown on printed documents.

  • Rounding of prices was not working in some cases in version 8.0A (2006.04.11).

  • Import orders did not accept 6 digit years (YYMMDD rather than YYYYMMDD) in some cases in version 8.0A (2006.04.11).

  • The Ship Via field allowed entry of more than its size of 20 characters.

  • Alt-C was missing on print document dialogs.

  • Adagio OrderEntry could not be installed from the 15-Mar-2006 Adagio Product CD.

Adagio OrderEntry
8.0A | 2005-09-08 (Sep '05)
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Release Notes
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  • The ‘Active item’ flag introduced in Adagio Inventory 8.0A is supported. A warning is given when you enter an inactive item on an order, invoice or credit note.

  • A ‘Customer preference’ field showing the customer’s print, fax and/or email settings has been added to the print dialog screen for order confirmations, invoices and credit notes. This allows you to determine how to send the document to the customer when entering documents with the ‘Direct invoice printing’ option’ on or when printing a document from the Enter Oders/Invoices/Credit Notes grid.

  • If you consolidated the GL batch in OE it could not be retrieved in Adagio Ledger.

  • If an OE document did not have an email address because the customer did not have an email address and you emailed the document anyway, then instead of being sent to the email queue with no address, it used the email from the prior document.

  • Deleting an inventory item in the Edit Items function in Adagio OrderEntry 8.0A locked other users in OrderEntry and Inventory until you closed Adagio OrderEntry.

  • If you viewed an invoice with serial numbers in history and you viewed the serial line first, the detail screen showed on the ‘Detail type’ field and no other fields.

  • Setting ‘Purge from History after days’ to more than the maximum 9999 caused the value to be interpreted and save as zero.

  • In version 8.0A (2005.06.23), if an order only contained miscellaneous charges and no items, the invoice date was not active and printed blank on the invoice.

  • Print time fields (E41, E43, E45, E47) on documents showed AM rather than PM when the time as in the hour of 12 noon.

  • When adding GridView views to the Inquiry menu, if the view files were placed in a subdirectory under \softrak\oewin\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.

  • If an invoice was posted with a blank Terms code and a credit note for this invoice was created, you received an error message saying the Discount date cannot be prior to Document date or Due date cannot be prior to Due date.

  • The backup zip file prefix set in OE (“BKOE”) was used in IC and vice versa.

  • You could not email a form with a PDF attachment if your customer number contained restricted filename characters ( \ / ? * “ < > | ).

Adagio OrderEntry
8.0A | 2005-06-23 (Jun '05)
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Release Notes
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  • After installing Adagio Inventory 8.0A, multiple users entering and posting orders in OE locked each other out in some cases. After editing an item in Adagio Inventory 8.0A, users were locked out of the item in other applications until they closed the Edit items grid screen.

  • Invoice and Actual Ship date fields can now be edited on a zero dollar invoice.

  • In some cases, an access violation error occurred when manually adding a serial number line.

  • Copying an order for a customer with an alert now pops the alert.

  • The customer tax status is now defaulted from the customer in all cases when the import file does not contain the customer tax status field.

  • Entering an order for a customer with an alert, or editing a customer with an alert in OE, prevented other users from entering orders until the alert was cleared.

  • The lost sales figure was incorrect if you edited an existing backorder and increased the quantity ordered.

  • Starting OrderEntry (time the splash screen is visible) was slow on a network in some cases.

Adagio OrderEntry
8.0A | 2005-05-30 (May '05)
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Release Notes
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  • Support for Item Alerts in Adagio Inventory 8.0A has been added.

  • Item fields in the Secondary item file and the Extended item file in Adagio Inventory 8.0A are available in item grids and finders.

  • Added an option in the Company Profile to control how serial lines are added to orders for serialized items. You can choose to add serial lines automatically, ask to add serial lines, or not add serial lines automatically.

  • The multi-currency sample data now includes multi-currency data for Adagio Inventory.

  • The serial numbers report for OE stand-alone (no Adagio Inventory) did not show serial numbers in OE 8.0A (2005.04.18).

  • When a payment was taken in a foreign amount and the calculated home equivalent amount was overridden, the Invoice Audit list showed the home amount as originally calculated from the foreign payment amount.

  • When importing items, the pricing determination fields now default from the Category if they are not specified in the import file.

  • When importing Alternate Price List items, the number of decimals is now defaulted rather than set to zero if not specified in the import file. The number of decimals defaults from the home currency decimals for single currency and from the source currency decimals for multi-currency price lists.

  • In single currency databases, the Order Action Report did not print correctly and when the template was saved and reopened the fields were not the ones you selected.

  • The Order Action report was missing the underline column in OrderEntry 8.0A (2005.04.19).

  • Performance of the Edit Orders grid and finders was slow on a large database across a network on some types of servers in Adagio OrderEntry 8.0A (2005.04.19).

  • If documents were posted in ACCPAC® Plus™ Order Entry, Adagio OrderEntry displayed the message “The order statistics will now be updated, due to postings in ACCPAC Plus Order Entry”. This process took several seconds or more on a large database across a network on some types of servers. This process should now take one second or less. This problem only occurred in Adagio OrderEntry 8.0A (2005.04.19).

  • In single currency databases, if you edited a Special Price, it created a new (duplicate) item instead of saving the original. (The Data Integrity Check will remove the extra (original) item).

  • In single currency databases, when adding an item not on the alternate price list to an order, the price defaulted to zero instead of the base price from the master item. In multi-currency databases it defaults to zero, as the master item pricing may not be in the currency of the order.

Adagio OrderEntry
8.0A | 2005-04-19 (Apr '05)
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Release Notes
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  • Adagio OrderEntry now supports multi-currency accounting. The Adagio MultiCurrency module is required and must be installed. You cannot open or create multi-currency Adagio OrderEntry databases without this module. Adagio MultiCurrency must be 8.0B or higher.

  • Email invoices and other forms as a PDF attachment through MAPI compliant email clients (such as Outlook) or directly using SMTP. Email cover letters (in text format) may be entered, stored on file and selected by customer when emailing documents. Email cover can include fields from the document and customer. Emailed documents are logged in an email queue. Documents can be viewed and resent from the queue and the queue can be printed.

  • New customer fields added in AR 8.0A are supported in the Enter Orders/Invoices/Credit Notes function: - default ‘Ship from location’, ‘Ship-to code’, and ‘FOB point’ for OrderEntry and Adagio Invoices. - default Ship to code - default FOB point - default Picking Slip spec - default Payment Method. If Payment Method code matches one of the credit cards from the Customer, the credit card information is filled in on the Edit Payment Distribution when applying a payment to an invoice. NOTE: When Receivables 8.0A or higher is used with OrderEntry 8.0A or higher, an Invoicing tab appears in the Edit and View Customer functions in both products.

  • Customer Edit and View in OrderEntry support the many new fields and features found in customer in Adagio Receivables 8.0A and higher.

  • Ship-To Addresses now include Email Address, Contact and Alert.

  • Documents can now be faxed or emailed to the Ship-to address.

  • Documents can include user defined optional fields of type string (3 fields), date (2), amount (2) and units (2). Optional fields are entered in the Company Profile. Optional fields default values are included in each document on the ‘Optional fields’ tab and can be changed when entering documents. If equivalent optional fields are used in customers (Adagio Receivables 8.0A and higher), the optional field values from the customer are included in the document instead.

  • Each customer can be assigned a specification for Invoices, Order Confirmations and Credit Notes for each of emailed, faxed and printed document types. This allows customers in the same print run in OrderEntry to use different document formats.

  • New spec codes have been added to allow you to print the new fields in documents and customers on Order Confirmations, Invoices, Credit Notes and Picking Slips. They are: C22-C40, E28-E47, S14-S15, and F38-F42. The OE$ALL.SAM specification includes all the new fields.

  • Alerts entered for customers in Adagio Receivables will pop-up when a document is entered or edited (but not viewed in Inquiry or History) in OrderEntry.

  • Alerts on Ship-to Address will pop-up during documents entry.

  • Find buttons added to Edit Special Prices and Edit Ship-to Addresses.

  • The date and time are stored in the document when a document is printed, faxed or emailed. These fields are updated each time the document is re-printed. New spec codes have been added to allow these fields to be printed on documents.

  • Option to sort documents in reverse order (recent/highest at the top) in the Enter Orders/Invoices/Credit Notes function. To use this option, set ‘Reverse order of order list’ on the System Defaults tab in the Company Profile.

  • Added option 'Mark printed to screen as printed' to the Company Profile. Any document (order confirmation, invoice, picking slip, credit note) printed to screen (but not documents previewed or printed to paper from preview) will be considered printed.

  • Sample data has been updated to demonstrate the new fields and features in this release.

  • Multi-currency sample data has been added and is installed in \softrak\OEWin\mcsamdata. It includes data for Adagio OrderEntry, Adagio Receivables, Adagio Ledger, and Adagio MultiCurrency (currency codes, tables and exchange rates). When opening the OE multi-currency sample data for the first time the EZFile Directories dialog will appear. In the Currency Path field you must enter \softrak\OEWin\mcsamdata.

  • The function ‘Active Users’ has been added to the Help menu. This function lists the users and the applications they have open for the company you have open.

  • GridView has been added to the Adagio menu. For users to be permitted to create or edit views in GridView when launched from the Adagio menu you must edit the User and select the new option ‘Edit GridView’.

  • Users of Adagio GridView can add views to the Inquiry menu. To use this feature, create a Workspace in GridView containing one or more Views, copy the Workspace (.gvs) and Views (.gv) it uses to \softrak\oewin\views. GridView must be version 8.0A or higher.

  • The document designer was updated. The menu bar, property dialogs, and Spec Codes list positioning have been improved.

  • The F2 key now supports Windows standard behavior by editing the line selected on a grid (same as clicking the Edit button).

  • The F6 key now opens the smart finder directly from any grid where you can do a find. You do not have to press F5 or the Find button first to invoke the smart finder.

  • The Windows calculator can added to and launched from the toolbar by selecting ‘Calculator button’ in File | Options.

  • 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 (, where xxx is your company data extension).

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

  • The source files for all reports in Adagio OrderEntry are installed in the StandardRP sub-directory rather in the program directory \Softrak\OEWin. You can modify the built-in reports using Crystal Reports for Adagio and place them in \Softrak\OEWin\ModRP. Adagio OrderEntry will print the modified version of the report from ModRP directory. This allows future installations of Adagio OrderEntry to update report files without over-writing custom versions of the report. Note: customizations to built-in reports should be redone on any updated report file to take advantage of revisions in the updated version.

  • All grids now display quantities with no decimals unless the ‘Handle Fractional Quantities’ option is on.

  • An Import / Export Items function has been added for stand-alone operation (Adagio Inventory not used).

  • An Import / Export Alternate Items function has been added for stand-alone operation (Adagio Inventory not used).

  • 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 (, where xxx is your company data extension). The file is located in the data directory. It is cleared at the beginning of each import. Errors are written to the log file regardless of whether ‘Validate before importing’ is turned on or not.

  • 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.

  • If an import template had Bill-to and Ship-to fields, but there were no Bill-to or Ship-to lines in the import file, the first detail of the order was not imported. You can import a file without these lines even though they are listed in the template.

  • Import failed if the last character of string field was a comma or if there is a comma in 2 consecutive fields in the import file.

  • In import orders, the field “Hdr-Invoice Discount Amount” has been added and the field “Hdr-Discount %” now works.

  • Instead of defaulting to 30 days, the 'Purge from Current after days' now defaults to 365 days when Adagio OrderEntry data is created.

  • The Margin was incorrect on the Sales report in some cases.

  • Spec code C40 has been added for the Customer Identity Number.

  • If you have a Price List on the order header but you have no Miscellaneous Charges defined for that Price List, the default list of Miscellaneous Charges is displayed instead of an empty list.

  • The Cost was added rather than subtracted for credit notes on the Sales report.

  • Move to back and bring to front in the specification designer did not work correctly in some cases.

  • Special Prices would not accept lower case customer numbers.

  • Lost Sales figures were incorrect in some cases for partial shipments and if the backorder quantity was overridden.

  • When editing an existing order previously put on hold, the ‘On hold’ box was not ticked on the Credit Check screen although the order was in fact on hold. Viewing the order from the Display Orders/Invoices/Credit Notes function did show that order on hold.

  • The number of columns and column titles in the Historical Transactions tab in the Customer became mixed up in some cases.

  • When ‘Adagio Receivables batch type’ was set to ‘Direct, the Credit Note Audit list always showed the AR Batch field as “0” rather than the invoice batch created in AR.

  • When you deleted an Alternate Price List code, you got a message saying the Alternate Price List items associated with that code would also be deleted. However, they were not deleted.

  • When you deleted an item, you got a message saying the Alternate Price List items associated with that code would also be deleted. However, they were not deleted.

  • 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, and when OE opens the database it corrects the problem in the database. A Service Pack for POA also corrected this problem.

  • When you copied an order to a customer who is over their credit limit, no credit check warning screen appeared.

  • If you edited an order that was partially shipped (some completed details), the completed details had the Quantity Originally Ordered set to 0 the next time the order was posted.

  • The cost displayed in enter orders was incorrect if your purchase unit was different than your stocking unit. It should have displayed the cost recalculated to the stocking unit.

  • If you copied or restored an invoice from History that had a Miscellaneous Charge, and you did not set the option ‘Quantity shipped to quantity ordered’ in the process, then edited the item detail, shipped the quantity and created an invoice, the Miscellaneous Charge line was not printed, although it was included in the invoice total.

  • If you went to add a payment on an order and the terms provided for a discount, but you did not enter a Check Number (to accept the payment) and clicked OK (not Cancel), the payment discount was added to the invoice total, but not the amount of the payment itself. The amount due and payment discount on the invoice were incorrect in this case.

Adagio OrderEntry
6.8B | 2004-11-12 (Nov '04)
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Release Notes
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  • Credit Notes added rather than subtracted from the totals on the Sales report.

  • The lost sales figures were incorrect on the Summary Statistics report in cases where you shipped a quantity greater than the quantity ordered.

  • If the ‘Calculate backorder’ option is on, and you edited an order to set the Backorder Quantity on a line to zero and posted the order, then selected the Invoice button to invoice the remaining item(s) on the order, the invoice totals included all items but the edited line was not invoiced.

  • You could not save an Order Action template in some cases.

  • Users can no longer edit a customer from the Edit Orders screen if their security Group does not permit them to use the Edit Customers menu choice.

  • Days to delete old documents’, ‘Purge from current after days’ and ‘Purge from History after days’ now defaults to 365 days instead of thirty when creating new data.

  • In some cases the system date on the status bar was displayed incorrectly on the status bar – it did not equal the date you logged in with.

  • When the ‘Auto add items on documents’ feature was used at a Multi-currency Lite site, the GL batch could not be retrieved in some cases.

  • Added specification OE$ALL.SAM ‘All Specification codes’ to the sample data. This specification prints all possible spec codes to aid in the design of invoice specifications.

  • Added black and white specs that can be used for faxing to the sample data (OE$nnnnB.sam).

  • When launching other modules from the Adagio menu in Adagio OrderEntry, the session date is passed to the module. For example, if you are logged into Adagio OrderEntry with yesterday’s date and launch Adagio Receivables, it will also use yesterday’s date as its session date. Most currently shipping versions of Adagio modules accept the session date when launched from the Adagio menu.

  • GridView has been added to the Adagio menu. For users to be permitted to create or edit views in GridView when launched from the Adagio menu you must edit the User and select the new option ‘Edit GridView’.

  • The functionality of the Adagio menu has been extended to allow Adagio Developer Partners to add their products to the Adagio menu in Adagio Invoices. In this way, third party products can be launched from the Adagio menu.

Adagio OrderEntry
6.8B | 2004-04-08 (Apr '04)
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Release Notes
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  • The wrong amount was credited to the revenue and A/R clearing accounts for miscellaneous charges when running Adagio OrderEntry 6.8B (2004.03.23).

Adagio OrderEntry
6.8B | 2003-12-04 (Dec '03)
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Release Notes
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  • A cancel button has been added to the Purge History function. If you cancel, the process stops but documents purged up to that point are not restored.

  • The error message "Grid index out of range" was displayed if you multi-selected and deleted all the lines on an order.

  • If you received the error message “Item was not found on Price List”, the same message was displayed a second time and in some cases the last line of the order was over-written with the line you were editing.

  • On the Find dialog opened from the Reference tab in Display History, the Customer Finder displayed an error and the Reference Finder did not position correctly.

Adagio OrderEntry
6.8B | 2003-10-28 (Oct '03)
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Release Notes
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  • If you closed Adagio OrderEntry and the program did not immediately close so you closed it again, an error message was displayed in some cases.

  • When using the Find feature to go to a known document without also entering the customer number, performance was very slow on very large databases in some cases.

  • With the addition of the ability to multi-select lines on a document for deletion in 6.8B, there was a problem if you multi-selected lines and clicked the OK button to post the document. On the next document, the detail screen appeared to freeze and you could not enter new lines. The Invoice button was not displayed in this case.

  • If after printing a document, you stayed at the dialog displaying the message ‘Everything printed OK?” and did not respond, in some cases, other stations received the message ‘Unable to create named pipe’ when they attempted to print a document.

  • Loading the specification to print a document has been speeded up in the case where you have multiple large specifications containing graphics.

  • When printing a range of documents while other users are posting, the order files can become locked momentarily by another user and a message is displayed indicating this. After clicking the Retry button, the documents continue to print. In rare cases, the next document printed after this message would contain an incorrect header or detail.

  • When using single segment item numbers, if you entered serial number lines in Adagio OrderEntry, there was an error if you ran Day End in ACCPAC Plus OE, although not if you ran Day End in Adagio. In addition, the item number on serial number lines was left justified instead of right justified on custom reports in Crystal Reports for Adagio or views in GridView.

  • The Total Weight printed with 2 decimal places on all documents, even when formatted for zero decimals.

  • The ‘Ship via’ field was incorrect in the Display Orders/Invoices/Credit Notes inquiry if the ‘Ship Via’ entered in the order was not in the drop-down list, or if you deleted the ‘Ship Via’ after posting the original document. This was a display issue only, so all existing documents now show the correct information in this field.

  • Reports printed to file in Excel® format could not be opened in Excel in some cases.

  • The Aged Orders report displayed the error "Data integrity error. Do a data integrity check" if orders in the current orders file existed for customers who had been deleted in Adagio Receivables.

  • When using Adagio OrderEntry stand-alone (Adagio Inventory not used), the item number and item number segments where not forced to upper case in some cases.

Adagio OrderEntry
6.8B | 2003-09-16 (Sep '03)
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Release Notes
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  • An option to suppress lines with zero quantity shipped on invoices has been added. All instruction, comment and serial number lines following suppressed item line are also suppressed. To use, set ‘Suppress zero qty on invoices’ on the System Options tab in the company profile.

  • An option has been added to allow faxing of all document types to set the status to printed so you do not need to also print the documents. To use, set ‘Mark faxed invoices as printed’ on the System Options tab in the company profile.

  • Day End now copies documents to history as soon as they are complete, rather than after a set number of days. This provides a single source (the history file) for printing reports on completed documents. Previously, completed documents were moved from current to history after the number of days you specified, and eventually purged from history. Completed documents in current and documents in history are now purged independently. You should check the settings of the Purge Options in the company profile after upgrading to version 6.8B.

  • Excel Direct feature added to Smart Finder. Click the Excel Direct button to launch Excel and export the Smart Finder results to a workbook. The Column Editor in the Smart Finder can be used to select the columns and header titles to export.

  • Adagio OrderEntry now allows you to run multiple instances on the same workstation. This allows sites with multiple companies to open Adagio OrderEntry for more than one company at a time on the same computer. It also benefits single company sites that want to perform 2 or more functions at the same time, such as entering more than one order at a time. Each additional instance uses a license, therefore an Adagio Lanpak must be installed to use this feature.

  • The background color of the main window can be set by company in Edit Company Profile. This provides a visual cue to easily distinguish multiple instances for different companies.

  • Users of Crystal Reports for Adagio can create custom reports and have them appear on the Reports menu in Adagio OrderEntry. This allows users to print, preview and export custom reports without needing to run Crystal Reports. This feature is only available if a copy of Crystal Reports for Adagio is installed, and requires Crystal Reports for Adagio to be registered within 60 days of installation. This feature requires Crystal Reports for Adagio 6.8A (2002.09.23) or later.

  • 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.

  • An option has been added to save the settings and ranges chosen on report dialogs when you print a report . This information is saved by company for the next time the report is printed. To use, set ‘Remember reports settings’ on the System Options tab in the company profile.

  • File | Options are now saved by workstation rather than globally. One advantage of this is that it allows workstations to select different specific printers when local printers are used to print invoices, order confirmations and other forms.

  • 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 OrderEntry and Designer main windows are 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.

  • In some case 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.

  • 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 rather than the generic filename ADAGIO.TXT.

  • Performance editing very large orders has been substantially improved. In particular, when deleting lines in very large orders.

  • You can now multi-select lines in documents for deletion. This allows you to easily delete inapplicable lines when creating a credit note from a large invoice. For example, you may only want to credit one line on an invoice.

  • Finding and saving documents was slow on very large OE databases in some cases.

  • Synchronization in Adagio OrderEntry is much faster when documents have been posted in ACCPAC Plus OE.

  • The Extended Invoice Price field was missing in the Order History Detail table for Crystal Reports for Adagio.

  • The error "Invalid argument to date encode" was displayed on date fields in some cases if you previously entered an invalid date.

  • If you used the Customer button while entering a document in OrderEntry, and you changed the Billing Cycle for the customer, a integrity error resulted in Adagio Receivables. The Data Integrity Check in AR detects and fixes the error.

  • The second comment line from the order header was not written correctly to the order log file and was incorrect on the Order Log report.

  • The Archive Date was not displayed on the Header screen for documents in history.

  • The OrderEntry batch can now be retrieved into Adagio Receivables if you create a debit note by entering a negative credit note in OrderEntry.

  • If an invoice was posted at the same time as the order, the order value for Total Sales Amount was not updated in the Summary Statistics report.

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

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

Adagio OrderEntry
6.8A | 2003-03-27 (Mar '03)
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Release Notes
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  • When the program is started, it now checks that a workstation install has been done and that it is current. The workstation install is automatically started if required. This prevents problems caused when a workstation install has not been done or is not up to date.

  • When the program is started, it now checks that the Report Tables Drive is correct and up to date. This prevents problems printing reports caused by selecting the wrong Reports Tables Drive during installation, changing it in Crystal Reports for Adagio, or changing the drive mapping to the Reports Tables Drive after installing the product.

  • The install now checks for Adagio programs in use by other workstations on a network. This prevents problems caused when files are not updated on a server because they are open by another workstation.

  • The install now checks to be sure the user has installation privileges to local machines running XP, 2000 or NT. When installing Adagio programs or running a workstation install on a network, you must be logged in as the actual User who will be running Adagio on the station, and this User must have installation privileges during the install; otherwise the installation may not be completed successfully. If you do not want to change the privileges permanently, grant the user privileges prior to performing the install or workstation install, then change them back afterwards.

  • Added a new spec code ‘F37, Payment discount’ to the Invoice Totals spec codes in the Designer. This allows the invoice to total properly when the payment discount is not equivalent to the terms discount.

  • Added Formatted Address Line spec codes for 'Bill to' and 'Ship To' addresses in the forms Designer. This allows you to eliminate blank address lines on order confirmations, invoices and credit notes. Specs using these new codes have been added to the sample data (OE$nnnn1.sam, where nnnn is the type of spec).

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

  • The Additional Comments in Item Notes did not print on the Item Notes report unless there were also time stamped notes for the item. This is only applicable when Adagio OrderEntry is run with out Adagio Inventory.

  • 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.

  • Entering a Comment or Instruction line on and order and then changing it to an Item line caused an error in the Data Integrity Check.

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

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

  • The Order Number in the Order History Header file can now be correctly printed on custom reports designed in Crystal Reports for Adagio.

  • The Item Number did not print on the Order Action report if you use single segment item numbers and the maximum item number width was less than 16 characters.

  • There were transactions missing on the Order Log report in some cases in a multi-user environment.

  • 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 batches where string fields contained a comma.

  • If an order import template did not include Comment detail fields (not needed if you never import Comment lines), the import failed for orders that contained both Item and Miscellaneous Charge lines.

  • If the Automatic Order Numbering is not on in the Company Profile, and you imported an order with a specified order number that was a duplicate of an existing order on file or another order in the import file, the imported order number was set to zero. An error is now displayed in this case and the order is not imported.

  • If you imported an order with a Miscellaneous Charge, then generated an invoice for that order using the “OK” button rather than the “Invoice” button, the Miscellaneous Charge transaction was for $0.00 on the Invoice Audit list report, and the G/L transaction was not generated (although the transaction was correct in Receivables).

  • Importing orders failed in some cases if the last field on a line in the import file was empty quotes (i.e. a blank string field).

  • The export format for exporting reports to file has been changed from Text to Microsoft® Word, as the result is superior in Word.

Adagio OrderEntry
6.8A | 2002-11-03 (Nov '02)
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Release Notes
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  • The sample data has been expanded and improved.

  • The Data Integrity Checker rebuilds additional types of corruption in the database.

  • The Crystal Reports Text Object Support library (CRPaig32.DLL) is installed. This library may be required to print Adagio OrderEntry reports modified using Crystal Reports for Adagio.

  • The chksys.exe utility has been enhanced to check for correct Opportunistic Locking settings on workstations running Windows NT4.0, 2000 or XP (this is not an issue on 95 or 98). It allows the user to change to the correct settings without having to manually make changes in the registry. Note: Opportunistic Locking settings on the server must still be checked and set manually. Novell Client setting must also be checked and set manually.

  • When importing address lines, blank address fields in the import file now over-write any existing default information in the field with blanks.

  • You can now enter a payment on an invoice that only has a miscellaneous charge when the 'Discount misc charges' option is not set in the Company Profile.

  • The ‘Qty Originally Ordered’ field was zero on new lines added to a previously posted order. This could cause a problem for custom reports created in Crystal Reports for Adagio that used this field.

  • When manually entering an order, invoice, or credit note number, history is now checked for duplicates document numbers and warning is given if a duplicate document exists in history.

  • If the ‘Calculate backorder’ option was off in the Company Profile, posted orders with quantity shipped and quantify backordered of zero were marked ‘complete’. These lines could not be edited after the order was posted. If there were no other incomplete lines on the order, the order was also marked ‘complete’, and order confirmations and picking slips could not be printed after the order was posted.

  • If the ‘Invoice Date’ on the Totals screen was edited to be earlier than the 'Last Shipment Date' on the item in inventory, the ‘Avg shipping days’ could become negative for the item. This generated Data Integrity Check errors in Accpac Plus Inventory Control and DataCare, although not in Adagio Inventory.

  • When a batch containing a credit note was created in Adagio Receivables during Day End, the resulting batch total was incorrect, although there were no errors once the batch was posted in Receivables.

  • Problems accessing items with multi-segment item numbers, where the first segment was blank, have been corrected.

  • The Miscellaneous Charge total fields (Invoice Totals, codes F7-12 and F17-20) were not printing the correct amounts when a document was reprinted from history.

  • After running Day End in Adagio OrderEntry with a price list (Adagio Inventory not used), the Data Integrity Checker reported errors in the ‘Shipped not costed’ field.

  • The ‘Ship via’ field was blank when a document was viewed in history. This was a display issue only, so all existing documents in history will now show the correct information in this field.

  • In some cases, Categories and Locations could not be added in Adagio OrderEntry with a price list (Adagio Inventory not used), when the database was originally created in ACCPAC Plus Order Entry.

  • Miscellaneous charge lines did not print on invoices printed from ACCPAC Plus OrderEntry when the order / invoice was entered in Adagio OrderEntry and single segment item numbers were used.

  • The option 'Delete import file on success' was not working in the import orders function.

  • In the import Orders function, the options 'Delete on Success' and 'Use Extended Characters' were not saved when the template was saved.

  • Posting an order change or a partial invoice sets the picking slip printing status to “No”, allowing picking slips to be reprinted for incomplete orders. Similarly, the printed status for order confirmation and shipping labels is reset to “No.

  • The error message “Error:524 Print job busy” occurred in some cases, on some machines, when printing the Tax Tracking report to file.

  • In some cases, a floating point error occurred when opening old documents created in ACCPAC Plus Order Entry or when Day End transferred these documents to history. This was caused by corruption in the order lines, although the corruption did not cause a problem in ACCPAC Plus Order Entry. The source of the corruption is unknown and may have been caused by a third party add-on product. Adagio OrderEntry automatically fixes the corruption “on the fly” when it accesses order lines.

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

Adagio OrderEntry
6.8A | 2002-06-20 (Jun '02)
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  • Enhancements have been made in the Data Integrity Checker. More types of phase 1 errors are detected and can be rebuilt. Files are compressed during rebuild by removing deleted records. This reduces the size of files and speeds up the integrity check. Progress is now shown during the time the program is checking the free list, which can be considerable for files with a large number of deleted records. These enhancements were made in the Adagio Data Source (ADS), and will be present in all Adagio applications when the updated ADS is installed by Adagio OrderEntry.

  • An error occurred while printing or previewing documents in the Designer if your printer driver had more than 64 different paper sizes.

  • The ‘Average number of days between orders entered and invoicing’ on the Summary Statistics report was incorrect in some cases.

  • Import orders did not allow comment lines to procede item detail lines in an order in the import file. This caused a problem at some sites when importing orders from RemoteDesk™.

  • Dayend caused an integrity error in Adagio Inventory if a credit note was posted for a LIFO/FIFO item before an invoice was posted for the item, all costing lots for the item were empty, and the quantity on hand was allowed to go negative.

  • Forms were faxed to the wrong customer fax number in some cases when the fax queue was used. This was a timing problem on some machines and very rare.

  • When Adagio OrderEntry was installed, the order and invoice number finders on the order, invoice and credit note post screens stopped working in ACCPAC® Plus™ Order Entry 6.5A.

  • Deleting a customer in Adagio OrderEntry now deletes any associated ship-to addresses on file for the customer. Customers with ship-to addresses should be deleted in Adagio OrderEntry rather than Adagio Receivables.

  • When issuing a credit note for a miscellaneous charge, the transaction date you assign is now used instead of the session date.

  • If a document containing a miscellaneous charge was re-printed from history, and the option 'Print Miscellaneous Charges Last' in the Company Profile was selected, an error occurred.

  • The Tax Base and tax fields in the Tax Tracking report were positive instead of negative when a credit note was posted and the tax ‘On invoice by’ option in the Tax Group was set to by ‘Line item’.

  • When entering orders in databases using single segment item numbers, where the maximum item number width was less than 16 characters, a warning incorrectly indicating insufficient quantity available was displayed for items of the maximum item number width.

  • Credit notes added the amount to the Tax Base on the Tax Summary report instead of subtracting it.

  • Costing was incorrect in some cases for items using LIFO/FIFO costing where a costing lot had negative quantity but positive cost.

  • When importing Ship-To Addresses from an Excel® spreadsheet, blank cells in the import (such as unused address lines) caused an error.

  • There was a problem displaying documents in the history grid when changing tabs from the Reference tab if documents were displayed sorted by customer.

  • When items with alternate units of measure, using moving average or standard costing, were invoiced for more than the quantity on hand in inventory, it caused the costing of items in the GL batch and on the audit list to be incorrect.

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

Adagio OrderEntry
6.8A | 2002-02-28 (Feb '02)
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Release Notes
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  • Posting a credit note where the quantity was not returned to inventory caused a data integrity error to be reported by DataCare and the ACCPAC® Plus™ Order Entry data integrity check. If this occurred, the quantity available displayed when entering an order may not have been correct for the item.

  • The data integrity checker now reports and fixes the above problem.

  • You are now able to set the tray / bin when printing order confirmations, invoices and other forms.

  • When a custom form size was set in the forms designer, it would not be saved until you set it a second time.

  • Forms with multiple copies were faxing all copies. Only the first copy is faxed now.

  • The Day End function failed with an error in some cases if it encountered a document containing an item using FIFO or LIFO costing, and one of the costing lots for the item had a positive quantity but a negative cost.

  • The error message “Error:524 Print job busy” occurred in some cases, on some machines, when printing the Invoice and Credit Note Audit Lists to a file.

  • The Unit Price was not calculated correctly for items priced by markup from cost if there were more than 10 Control Account Sets defined in Adagio Inventory and the item used a Control Account Set greater than 10.

  • If a discount to an entire order was entered on the Totals screen, and the order was invoiced more than once (because quantity was backordered), the Invoice Audit List and the general ledger batch showed the full amount rather than the discounted amount when the backordered item(s) were invoiced.

  • Batch files for Softrak Sales Analysis were not created when the Invoice and Credit Note Audit List reports were printed and purged in rare cases.

  • The account / department code for inventory control transactions in the general ledger batch was in some cases blank for databases created by Adagio OrderEntry when used with a price list (Adagio Inventory not used). To correct this problem, you must edit the company profile, change any field, and then save.

  • Order confirmations, invoices and other forms using custom form size (for example 7 inch forms) were not printing correctly, resulting in the footer not being printed.

  • Copy-specific fields were not printing on the correct copy when a specification was previewed in the Designer (although they were printed on the correct copy when the actual form was printed in Adagio OrderEntry).

  • When a Tax Group was copied, the statistics were copied as well. They are now initialized to zero.

  • Zero dollar transactions are no longer generated in the Adagio Ledger batch.

  • After installing Adagio OrderEntry at a site also running ACCPAC Plus Order Entry 6.5A, the Day End function in ACCPAC Plus would not complete until you had opened the database at least once with Adagio OrderEntry.

  • If an invoice was posted with any of Comments, Instructions, or Serial number details, these details were not included if the invoice was credited.

  • The amount of miscellaneous charges on documents restored from history or copied from completed orders was zero.

  • Documents could not be restored from history when history was displayed sorted by customer.

  • When multiple users posted large orders at the same time, an error occurred in some cases, resulting in a data integrity error.

  • When multiple users posted large orders at the same time, and the orders contained one or more of the same item, the quantity for those items could go negative in some cases even though the ‘Allow inventory levels to be below zero’ option was off in Adagio Inventory.

  • The Sales report (in the Transaction Reports menu) did not print correctly when the first sort field was not Salesperson.

Adagio OrderEntry
6.8A | 2001-11-07 (Nov '01)
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Release Notes
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  • Summary statistics were not updated correctly in some cases when posting a change to an existing order.

  • When viewing an item detail in history, the item description and unit price displayed were from the item in inventory rather than from the item line in history.

  • The error "Error 4102 occurred when attempting to append record to OE Order Detail.” could occur in very rare cases when editing an order in a multi-user environment.

  • If data was retrieved from the Softline Order History database to Adagio OrderEntry history, an error occurred repeatedly during Day End in some cases. An error indicating a problem moving completed documents to history was displayed if the document already existed in history as a result of retrieving data from Softline Order History. This problem has been addressed in 2 ways. The retrieve process no longer writes retrieved documents to history if they also exist as an active document. If duplicate documents are encountered during Day End, you have an option to overwrite all duplicates, rather than getting an error for every duplicate.

  • A floating-point error occurred during the data integrity check or when accessing Adagio Inventory items in some databases. Certain databases originated in ACCPAC® Plus™ Inventory Control had corruption in the number of decimals field for some items. This corruption does not cause a problem in ACCPAC Plus Inventory Control itself. This error no longer occurs. To fix the corrupt fields, run the data integrity check in Adagio OrderEntry. The integrity checker will not report any errors and a rebuild is not required. However, the data will be corrected.

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

  • The specific printer set in File | Options was not used when printing forms. The default printer was always used.

  • After printing and clearing the shipment and credit note audit lists, you could not start Softrak Sales Analysis (DOS) until you closed Adagio OrderEntry.

  • When printing the Order Log or Summary Statistics reports on some Windows 2000 machines, the error "CRPaige library CRPaige(32).dll cannot be found. It should be in the path.” was displayed.

  • Special price list items created in ACCPAC® Plus™ Order Entry for a single segment IC item, where the item number has less than the maximum number of characters, could not be accessed in Adagio OrderEntry. This has been corrected. As a result of this correction, special price list items with less that the maximum number of characters entered in Adagio OrderEntry can no longer be accessed. Therefore, these items must be deleted prior to installing Adagio OrderEntry 6.8A (20011107). After installing, these items must be reentered. If a large number of these items exist, contact Softrak for further assistance.

  • If you added a new Special Price, but it already existed, the existing record was edited and the original record was lost without warning. A warning is now displayed in this case and you are prevented from adding the duplicate record.

  • With Field verification on in File Options, you could not create a new Ship-To address. An error indicating you must enter a valid Ship-To code was displayed.

  • Editing Ship-to addresses caused a data integrity error in some cases.

  • If a Ship-to address code was specified in an order import file, the Ship-to address fields were not looked up from the Ship-to address file.

Adagio OrderEntry
6.8A | 2001-09-14 (Sep '01)
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Release Notes
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  • Initial release of Adagio OrderEntry.