Enhancements & Revisions



Adagio Inventory 9.2A


May 15, 2015



    General Features

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

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

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

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

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

    ·    Added Filter criteria 'Before today' and 'After today' for Floating Date Range.

    ·    The status bar at the bottom of the main window now shows activity of various steps when the program is starting up and the database is opening.

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

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

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

    Batch Entry and Posting

    ·    Batch entry supports Job and Estimate styles in finders for Adagio JobCost 8.1C and higher.

    ·    Supports Payables 9.2A function-specific vendor alerts for Receipts entry.

    ·    The Job Descriptions and other fields from the Job file can be shown in the Job/Phase/Category finder in batch entry.

    Reports

    ·    The performance of these reports has been significantly improved: Item Status, Price List, Alternate Price List, Selling Price/Margin Analysis, Markup Analysis, and Slow Moving Items.

    ·    A new ePrint code %CDT is available to put the Report as of/Valuation as of date into either the PDF filename or folder name for reports Item Valuation, Slow Moving Items and Tax Tracking.

    ·    Adagio Inventory’s standard reports are now created using Crystal Reports 2013, replacing the Crystal Reports 8.5 Print Engine (CRPE32.dll). The module’s management reports are now stored in \Softrak\Inventory\StandardReports. Revisions to these reports should be placed in \Softrak\Inventory\ModifiedReports. Custom reports to be added to the Reports menu should be stored in \Softrak\Inventory\CustomReports. Reports must be edited or created using Crystal Reports 2011 or 2013 and Adagio ODBC for access to the data files. Users will notice minor changes to some of the visual elements in the module and a new Print Preview window. The size and position of the Print Preview window are now remembered between sessions by user, so the Workstation Options controlling this function have been removed. Exporting to an Excel spreadsheet from the print preview window has been significantly improved. The Report Tables Drive settings and Crystal tables in the \QRASP folder are not used by version 9.2A modules.

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

    Miscellaneous

    ·    Added Excel Direct button on Purchase Orders tab in the Item Inquiry with Sales and Cost function.

    ·    Added Excel Direct button to grid in Price Lists Codes function.

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

    ·    The Data Integrity Check (DIC) saves results for the last 9 previous runs in files ICWINERR01..09.dat (where .dat is your company data file extension). The current DIC information will always be in ICWINERR. If you do check/rebuild/check without closing the DIC function the results are appended to the same file.

    Problems Fixed

    ·    Copying items set the Pricing options to defaults from the Category rather than copying them from the original item.

    ·    After running the Import Physical Inventory function, the cost value displayed or printed for increases may not have been the Most Recent Cost until the item was edited.

    ·    When the Item Valuation report was back-dated and the option ‘Restrict to non-zero qtys and costs’ selected, it did not include items with negative cost.

    ·    Corrected the Selling Price/Margin Analysis report. For items with discount policy of Markup/Amount/Customer type and Markup/Amount/Qty purchased, it printed the markup amount in the Discount/Markup price column instead of printing the discount/markup price. This resulted in incorrect negative margins.

    ·    The Selling Price/Margin Analysis report printed for the Alternate Price List used Most Recent Cost, Net Item Cost and other fields from the base item rather than the price list item and may have printed an incorrect Margin % calculation.

    ·    The Alternate Price List report was incorrect for Markup pricing in some cases when the ‘Pricing summary only’ option was selected. The prices for all levels printed as zero.

    ·    Totals were not labelled on the Physical Inventory Reconciliation report when it included items ‘On hold’.

    ·    The Physical Inventory Reconciliation report header showed selection and sort criteria from the Physical Inventory Worksheet report.

    ·    The Consolidated Locations Stock card report was not correctly calculating the Item opening cost in some cases. It left out locations or it started with the ending cost in some cases.



© Copyright Softrak Systems Inc. All rights reserved.