Enhancements & Revisions



Adagio JobCost 9.2A


December 3, 2015



    ·    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 JobCost 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 Jobs and Estimates 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).

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

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

    Jobs and Estimates

    ·    Optional Fields have been added to Jobs and Estimates.

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

    Batch Entry and Posting

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

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

    Reports

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

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

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

    Import / Export

    ·    Optional Fields are supported in Import / Export templates.

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

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

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

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

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

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

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

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

    Miscellaneous

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

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

    Problems Fixed

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

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

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

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

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

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

    ·    Corrected field validation in the Timecard entry function.

    ·    Many other fixes were made to the import functions.

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

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

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

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

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

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

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

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

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

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

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

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

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



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