·          Compatibility with Inventory 9.3B.

·          With Inventory 9.3B there is a new Company Profile, Processing Options tab, Detail option: ‘Respect I/C minimum quantity’. If this option is selected, the Item’s ‘Minimum Qty’ will be checked in Document entry and posting.

·          If \\\"Format address?\\\" is not selected for Customer, Bill To or Ship To Address, Printing documents will include the Country field in a Compressed or Formatted Address.

·          Invoice Favorites for Print Invoices have been updated to save the ‘Reprint invoices already printed’ option. Existing Favorites should be resaved to ensure that the option is stored properly.

·          In Document Entry, the Item Information display for Current/Open Orders no longer includes Standing Orders.

·          In Document Entry, the Item Information display for Current/Open POs no longer includes Standing Orders.

·         New Orders, Credit Notes and RMAs created from the Historical Orders/Invoices/Credit Notes Inquiry include the Customer Report Group.

 ·          Salespersons with leading zeros were having the zero trimmed, in some cases. This was a problem in Auto-Invoice Orders, Print Forms and Printing some Transaction reports.

·          In Order Entry, Quantity Shipped was not defaulting properly from Quantity Ordered when Company Profile, Processing options, Detail Option 'Quantity Shipped on Orders' was not selected.

·          Using Barcodes to add a new item to an Order was incrementing the quantity ordered for the preceding item, in some cases.

·          When a barcode item was added to an Order and the next item inserted used a different unit of measure, an incorrect message was displayed, in some cases.

·          The Tax Summary (Jurisdiction Totals Over All Groups) report was not printing in Summary.

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

·          The Company Profile, Processing Options tab, Detail option for ‘Default shipped as ordered’ will now set the default for ‘Set quantity shipped to quantity ordered’ in ‘Copy Order’ and ‘Restore History’.

·          The Country list that will be normalized when 'North American Address?' is selected has been expanded to include more countries.

A new option has been added to the Company Profile, System Options tab to work with ‘North American Address?’: ‘Normalize Country To’. The options are: Full name, 2 character ISO, 3 character ISO and Never. For Import or Edit for Customers or Contacts/Shipto, if the Country is recognized, variations on Country codes are standardized based on this setting.

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

·       If 'North American Address?' is selected, the states for Mexico will be normalized to the 2 character state.

·      If the Company Profile is set to use “North American Address?, Import Orders and Update Orders will validate State/Province. If Country is imported, it will also be validated.

• Sales Prices were not being picked up properly from Inventory items.

·   With Adagio Payments, if the Regional Settings Short Date Format contained dashes, posting a invoice paid by a Category 9 -Online Credit Card caused Data Integrity errors and blank or missing Order document numbers.

·   When the OrderEntry Receivables Batch Type was set to Retrieval, Posting retrieved cash entries for paid invoices was incorrectly updating DocStore Links.  The updated DocLinks caused Data Integrity errors in DocStore and invalid links in OrderEntry.

·   There was a record locking issue after viewing an Item in Item Inquiry with Sales and Cost. When it was added to a new Order, an 'Unable to access record in I/C Item Master.' message would appear, in some cases.

·          For Form Printing, if item Specification codes were used with the Numbers option: Use field's currency format disabled, the amount was rounded to the nearest dollar, in some cases.

·          If the Company Profile is set to use “North American Address?, Import Orders and Update Orders will validate State/Province. If Country is imported, it will also be validated.

·          The View Detail in History did not properly display Fractional Quantities for Invoices and Credit Notes.

·         The report options associated with the favorite were not being loaded if Remember form settings was turned off in the User Preferences.

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

· Selecting multiple documents from the Enter Orders/Invoices/Credit Notes List or from the Order Entry menu Print document functions did not work properly. Only the first document in the range was printed.

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

·    Word Wrap is now supported for blocks of text copied and pasted into Text Blocks in Edit Text Blocks and Document Entry.

·    A new grid search process is available to use for most grids, accessible from the Control-F keyboard shortcut. Similar to filters, you can restrict displayed rows that meet defined search criteria.

·    There is a new option, 'Use computer date for new transactions'. If selected, the System Date will be the default Document Date instead of the Session Date.  

·    Better support for Barcodes. If the same item is repeatedly scanned, the Quantity Ordered, Quantity Backordered or Quantity Shipped on the first line item is updated depending on Company Profile settings. If pricing is based on Quantity purchased, it will also be updated.

If the Company Profile is set to ‘Serial entry mode’ of ‘Auto’ or ‘Prompt’, if there is a Quantity Shipped, Serial Lines will be added or prompted for.

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

·    Added the option 'Print credit notes with negatives?' to the Spec Options tab of the Company Profile. If turned on, amounts on credit notes will print with a leading negative sign (e.g., -75.60). This may help make it clearer that the document is a credit note rather than an invoice.

    ·    In the Designer, Properties for Amount fields has a new option for the Thousands separator: None

    ·    For form printing, new specification codes have been added for:

C76, Preferred stat. send method

C77, Preferred inv. send method

C78, Preferred B/R send method

D146, Stocking Unit of Measure Description

D147, I/C Vendor 1 Name

D148, I/C Vendor 1 Item #

D149, I/C Vendor 2 Name

D150, I/C Vendor 2 Item #

E73, Quote Number

E74, Quote Revision

·    Email Cover Sheets have been updated to include these new fields:

Customer Salesperson Name

Invoice Salesperson Name

Order Number

·    Floating Date Ranges have been added to selected reports to simplify Date selection for Report Favorites, Report Sets and Automation.

·    Import and Export templates now have the same ability as the Column Editor to restrict the Available Field list to those of selected data types and/or contain specified characters. The Available field list can also be sorted alphabetically.

·    In Edit Styles, it is now possible to limit the list of list of Adagio Styles to those that are App specific and Generic. Make sure the program prefix (OE) is the first 2 characters of Style code description. If this option is selected, when you create a new filter, the Style codes available will be limited to match the application prefix.

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

·    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.

·   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.

·    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.

·    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.

·    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.

·    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.

·    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.

Posting

·    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.

Edits

·    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

·    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.

Reports

·    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.

Miscellaneous

·    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.

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.

·   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.

Edits

·   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
      currency
   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).

Miscellaneous

·   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.

·    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.

·    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.

·    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.

Reports

·    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.

Miscellaneous

·    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.

·    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.

Reports

·    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.

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.

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'
PST
GST

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.

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.

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.

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.

   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.

   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.

• 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.