·          Compatibility with Inventory 9.3B.

·          Adagio SalesAnalysis now respects the Group Security settings for Item Notes within Adagio Inventory. If an Inventory user does have access to Edit Item Notes, the SalesAnalysis user will also be able to edit Item Notes while viewing Item records.

·          Custom Reports with sub-reports could not be printed. This error was received : The table could not be found.

           ·          Custom Reports that used the Crystal report option to Hide a detail section, which permits drill down, did not work properly.

• Standard Reports were including details when they should have printed in Summary.

• 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.

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

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

·    The Reference field increased to 24 characters for support of OE 9.3A.

·    In Standard Reports Print Options, the value entered as the Starting value is defaulted to the Ending Value.

·    The Edit Online Inquiry Template screen is now sizable.

·    Standard reports have been updated to increase the Customer Name length from 30 to 40 characters.

·    In View/Print statistics, the Calendar type is now remembered for the User. Calendar or Fiscal years.

·    In SalesAnalysis 9.2A (2018.05.19), 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 selecting the customer from the finder.

General New Features

·    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 critical functions Retrieve Sales Data and Scan Sales Data. You can choose the number of these backups that will be saved.

·    Retrieve Sales Data from CounterSales™ respects the Backup options settings for Prompt and Always.

·    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.

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

·    Compatible with future release of Adagio Receivables 9.3A.

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

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

·    Corrected error that could occur in detail reports from Online Inquiry in Inventory 9.2A, in some cases, if you have single-segment item numbers.

·    The drill-down for several Standard Reports was corrected to sort by Date. Also sorts by Document Number for cases where there were multiple invoices for the same customer on the same date.

·    In SalesAnalysis 9.2A (2016.06.08), the performance of certain Standard Reports in 9.2A was has improved. Any of these reports, when printed with a restricted Item Number range but with no other range restrictions, printed the wrong item description for items on the report.

·    Corrected an error printing detail reports from Online Inquiry when String Optional Fields where included.

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

·    Added the field ‘OE Order #’ to the Transactions __as92atrncrview’ table to allow custom Crystal reports to link to order header tables in OrderEntry.

·    In SalesAnalysis 9.2A, Online Inquiry reports and the Archived Transactions report may have displayed an error similar to “Cannot open file SRxxnnnnR.DAT. The system cannot find the file specified.” on systems with many Windows users (approximately more than 100).

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

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

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

·    In the Edit Data function when the grid was sorted by Document Number, there was an error when the smart finder was used.

·    Launching SalesAnalysis from the Adagio Toolbar in other modules launched another instance of SA when selected again rather than switching to the first instance.

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

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

Receivables Interface

·    Supports enhancements and new options in customers added in Receivables 9.2A.

Reports

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

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

Miscellaneous

·    The Data Integrity Check (DIC) saves results for the last 9 previous runs in files SRWINERR01..09.dat (where .dat is your company data file extension). The current DIC information will always be in SRWINERR. If you do check/rebuild/check without closing the DIC function the results are appended to the same file.

·    Import and export templates created for Excel format now default the file extension to .XLSX rather than .XLS.

Problems Fixed

·    Auto-Start Chart did not respect the Running Total option if 'Refresh on Open' was enabled.

·    The Import Transactions no longer requires a customer number.

·    The Find by Customer Phone did not show formatted phone numbers.

·    You could not open Transactions for the Edit Data Finder if the Invoices item did not use 6 characters. The same problem existed for single segment IC items.

·    Scan Sales Data for Adagio OrderEntry doubled tax lines for invoices.

·    IC Item Styles were not supported in finders for items by Item Description.

·    When starting Adagio 9.2A versions, the Crystal Reports Runtime (used to print reports) intermittently displayed an error such as “The program can't start because TraceLog-4-0.dll is missing from your computer.” when in fact the DLL file was present and reports did print without problem. Installing SalesAnalysis 9.2A should correct this for all 9.2A modules.

   Compatible with future release of Adagio Payables 9.2A. Earlier versions of SalesAnalysis will not open if Payables 9.2A data is present because of the Payables Vendor field in the View Customer function.

   The Finder on Customer Name did not show the Styles.

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

   The View/Print Statistics function is closed if you use the Retrieve Sales Data function. Reopen View/Print Statistics to display refreshed data.

Enhancements and revisions in Adagio SalesAnalysis 9.1A (2013.10.09)

New Features

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

   Adagio ePrint users can view PDFs of invoices and credit notes from Adagio Invoices and OrderEntry for transactions in the View Customer function.

   Adagio ePrint users can view PDFs of invoices and credit notes from Adagio Invoices and OrderEntry for shipment and return transactions in IC history in the View Items function.

   Added smart finder by Customer Name to the Find function in the View Customer function.

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

   Default Import/Export Templates can now be deleted. This avoids selecting them accidentally at sites using custom designed templates.

   The Data Integrity Check results now include the version/date of the program, for example: "Adagio SalesAnalysis 9.1A (131009)".

   New splash screen with an updated look.

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

   Added SalesAnalysis specific Styles for use in filters. The default Filters (used when a new database is created) have also been updated. The sample data includes 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 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.

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

Problems Fixed

   Sales Analysis no longer sets the Paid indicator for unapplied credit notes.

   If system performance was slow, in some cases toolbar buttons set to disabled by security were momentarily enabled when the program opened the database.

   The range on the Item field for Adagio Invoices items in the Archive/Purge/Restore function was not working correctly.

   Installing the 9.0B (2013.01.26) Service Pack caused the customer smart finder not to work if SalesCQ was used, unless Receivables 9.1A was also installed.

   When converting SalesAnalysis from a version prior to 9.0A, depending on the version of OrderEntry you were using, if you did not retrieve from OE prior to upgrading SA then invoices in the retrieve file were duplicated in some cases.

Enhancements and revisions in Adagio SalesAnalysis 9.0B (2013.01.26)

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

   Estimate styles for Adagio JobCost 8.1C are supported in finders in the Edit Data and Inquiry functions.

   Most Access Violation (AV) errors are now recorded in an exception log text file. The file is \softrak\salesanalysis\salesanalysis.error.log.

   In SA 9.0B (2011.11.14), if you have Purchase Orders data, the Item Inquiry had a blank tab that showed improperly displayed grids.

   Show Chart in View/Print Statistics showed incorrect information on the chart in some cases when the Fiscal Calendar was used.

   The Export Transactions function did not export transactions dated with the very first date of any transaction in SA if the starting date in the range to export was also on that date.

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

   The Online Inquiry function displayed the error "Invalid argument to date encode" if today is in the G/L Next Year and your year end is on February 29th.

   The decimal point was in the wrong position in some cases for subtotals on summary reports printed from the Online Inquiry function.

   Location codes in Inventory can only be uppercase. SalesAnalysis now forces Location to uppercase in all functions.

   In SalesAnalysis 9.0A and 9.0B, some Standard Reports such as Customer Item YTD/MTD Sales took much longer to print than in earlier versions when selecting a single range for Customers or Items.

   Standard reports such as Customer Item YTD/MTD Sales printed/previewed in portrait instead of landscape for some printers. The printer driver for these printers overrode orientation set in the report file (.rpt). The program now forces the orientation to landscape.

   View/Print Statistics displayed an Access Violation error if 'Show Chart' was on and you had a large number of data points for the chart. The warning "Date range is too large for this combination of date options.  Please narrow the date range." is now displayed in this case.

   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 or Transaction). Fields can be embedded to establish the file and folder names (User, Session Date, System Date, Time). Click the ePrint button (red "EP" icon) on any report dialog to print the report to PDF. The Paperless Reports option forces all reports to be printed to PDF. Reports can be printed to PDF and attached to an email (MAPI) with a single button click.

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

   Report Sets allow the grouping of Report Favorites and Online Inquiry summary and detail reports into a single print job that will run unattended. Report Sets may be printed to printer or PDF files. Report Sets may be launched from a command file or a scheduled Windows task by running SalesAnalysis.exe with the parameter /R followed by the Report Set (ex. /RMonEnd). A progress dialog lists the reports in the Report Set, the printing status of each, the destination folder, filename and conflict strategy. A log is generated that records the printing status of each report in the set. Use Report Sets to automate the printing of all your daily or month end reports.

   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.

   You can now exceed the 168 character limit in an Online Inquiry when it is being used to ExcelDirect the results, as there is no width limit in Excel. A warning is issued you try to print a report and the fields will wrap to an extra line.

   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.

Problems Fixed

   The Retrieve Sales Data and Scan Sales Data functions in SalesAnalysis 9.0A trimmed leading spaces from the Item Number of multi-segment items. There was no problem for items that did not have a space as the fist character of the Item Number.

   The Online Inquiry report bar charts had incorrect values for Territory.

   In SalesAnalysis 9.0A, the Item Description showed as asterisks in the On-line Inquiry summary when it should not have if the 'Use desc from SRTRANS' option was on in the Company Profile. In 9.0B, the Item Description from the 1st transaction detail for this item is displayed in the summarized view.

   In the Edit Sales Data function in SalesAnalysis 9.0A, if you changed a record and clicked the Next button instead of the OK button, after receiving the prompt asking if you wanted to save the changes an error message was displayed and the next record was deleted.

   There was a problem in SalesAnalysis 9.0A sending data to Excel Direct. After, if Pivot Tables in Excel 2007 or 2010 were used to summarize, the resulting values displayed as a ‘1’.

   If you exported more the 65,535 transactions to an Excel file the progress bar displayed a percent higher than 100, although if you exported to a .xlxs the file was complete (.xls files for Excel 2003 and earlier are limited to 65,535 rows in any case).

   When converting data to 9.0A the message "Error adding record to Adagio Sales Analysis 9.0 Transactions, record already exists." was encountered in rare cases where transactions had a blank dates from some earlier problem with the database. The conversion now handles and corrects these bad records.

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

   The Find did not work correctly for selecting a customer with a leading zero in the Name field, such as for a numbered company.

   SalesAnalysis displayed the error "2018 Error field number invalid" in some cases when you started the program if you use Adagio Invoices 9.0A but do not have Adagio Inventory installed.

   When installing Adagio to a computer or server where no Adagio modules had previously been installed, if you installed an Adagio module that does not use the Crystal print engine first (such as Lanpak or GridView), when you installed SalesAnalysis you received the error "Adagio has been established on destination folder: [x:\SOFTRAK]. Yet the install cannot detect the corresponding Reports Tables..." and were unable to proceed. If the first module installed uses the Crystal print engine there was no problem.

   The updated version of vitalEsafe no longer triggers a workstation install if it has already been installed by the workstation install for another Adagio module. This is also the case when installing Adagio for use with Remote Desktop Services (Terminal Services in Windows Server 2008 and previous versions).

   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.

The changes and improvements to Adagio SalesAnalysis with this release are significant. To make it easier to review the various changes that have been made, we have grouped them by function in this release note.

Generic New Features