Enhancements & Revisions

Adagio Invoices 8.0A

December 27, 2005

Now supports multi-currency accounting.
Email invoices and credit notes as a PDF attachment through MAPI compliant email clients or directly using SMTP.
User-defined Optional Fields on invoices and credit notes of type string (3 fields), date (2), amount (2) and units (2).
New customer fields added in Adagio Receivables are supported in batch entry.
Customer Edit and View in Adagio Invoices supports the many new fields and features found in customer in Adagio Receivables 8.0A and higher.
Customer grids, finders and smart finders can now access Optional fields and other new fields in the Customers.
The optional item fields added in Adagio Inventory 8.0A are supported.
The 'Active item' flag in Adagio Inventory 8.0A is supported.
Invoices and credit notes can now be faxed (and emailed) to the Ship-to address.
Each customer can be assigned a specification for Invoices and Credit Notes for each of the emailed, faxed and printed document types.
New spec codes have been added to allow you to print the new fields in documents and customers on Invoices and Credit Notes.
A Sort button has been added to the Open Batches and Archive Batches screens.
The Update Archive Batches function has been enhanced.
You can now Import invoices containing IC items.
The choices made in the Update Archive function are remembered by company for the next time you use the function.
Alerts entered for customers in Adagio Receivables will pop-up when an invoice or credit note is entered or edited in a batch or archive batch.
Alerts on Shipping Addresses.
Item Alerts in Adagio Inventory will pop-up when the item is entered on an invoice or credit note.
View History Invoices inquiry added.
History and View history are now multi-user functions.
Positions of fields in tables have been rearranged to make them easier to find in the column editor for grids and finders and in GridView as well.
Adagio Invoices 6.8B allowed you to accept payments on invoices. The option 'Accept Payments' has been added in the Co Profile to allow you to turn this feature on or off.
You now enter payments on the new Payments tab when entering an invoice rather than having a Payments button.
The Totals screen in batch entry now shows the amount of the payment, the payment discount and the final amount due.
Added Edit IC Items and Edit IC Alternate Price List Items functions to the Edit menu.
Added inquiry functions for IC items and IC Items with Sales and Costs.
Added Batch Status inquiry.
Find button has been added to the Edit Shipping Addresses screen.
You can now interface Adagio Invoices to Adagio OrderEntry with a price list if not using Adagio Inventory.
Sell items from the OrderEntry Special Price List. Special prices are by Customer/Item or Customer/Category.
The invoice/credit note printed date time user are stored in the document an invoice or credit note is printed, faxed or emailed.
Added the option 'Mark printed to screen as printed' to the Company Profile.
Added the option 'Mark faxed invoices as printed' to the Company Profile.
Sample data has been updated.
Multi-currency sample data has been added and is installed in \softrak\qiwin\mcsamdata.
The function 'Active Users' has been added to the Help menu.
GridView has been added to the Adagio menu.
Users of Adagio GridView can add views to the Inquiry menu.
The document designer was updated.
The F2 key now supports Windows standard behavior by editing the line selected on a grid.
The F6 key now opens the smart finder directly from any grid where you can do a find.
The Windows calculator can added to and launched from the toolbar by selecting 'Calculator button' in File | Options.
The date of the last data integrity check is now displayed in the status bar.
The Data Integrity Checker memo now shows the date the integrity check was run, the starting and ending time, the path and extension of the data and the user name.
The Data Integrity Checker now writes full details of the integrity check into the log file.
The source files for all reports in Adagio Invoice are installed in the StandardRP sub-directory rather in the program directory \Softrak\QIWin.
All grids now display IC Item quantities with no decimals unless the 'Handle Fractional Quantities' option is on.
The Adagio Invoices Data Selection dialog displayed when you open a database is now the same as other Adagio modules and easier to use.
When you change the Category of an IC item on an invoice line the revenue Account / Department is now updated.
When you change the Location of an IC item on an invoice line the Department is now updated if a different Department code is specified in the Location.
Options have been added to the Company Profile to control fields sent to the AR transaction Reference and Description fields.
An option has been added to Company Profile to sort the G/L Summary on the Posting Journal by Account/Department or AR Distribution Code/Account/Department.
The Posting Journal prints much faster when selecting a range of posting sequences on a large database.
The History Listing report prints much faster when selecting a range of documents or customers on a large database.
Settings on the Print Invoice dialog are now remembered. Set the 'Remember report settings' option in the Company Profile (Print/Post tab) to enable this feature.
A warning is given if you attempt to sell an IC item at below cost. The option 'Warn if price is below cost' in the Company Profile (System Options tab) controls this warning.
The Customer Type field has been added to the Bill-to tab in invoice entry.
The Location field has been added to the Ship To/Text tab.
Deleted batches are now included on the Batch Status report and marked as 'Canceled'.
Corrections have been made when dealing with IC item where the stocking unit <> pricing unit and where the costing unit <> pricing unit.
Item cost now changes when the user changes the pricing unit.
The extended weight field (on invoices) was not actually extended by the quantity but was equal to the unit weight. Changing the pricing units did not change the extended the weight.
When restoring an invoice with retainage from archive, the retainage amount was restored but the retainage percentage was not updated in the new invoice.
The Sale Price was not available in the Pricing grid box when the invoice date was within the sale date range set up for an IC item.
The 'Qty On Hand' field in IC item finders only showed the quantity for the first lot for LIFO/FIFO costed items instead of the total quantity in all lots.
You can no longer edit the cost on an IC item line unless the item uses the 'User-specified' costing method.
In some cases, the pricing discount was incorrect for IC items based on markup and qty purchased.
Totals for Unit Cost and Unit Price have been removed from the History Listing report.
The amount of retainage invoices was subtracted rather than added to the batch total on the History Listing report.
A 'Total less retainage' field has been added to the History Listing report.
If Adagio Inventory is set up to disallow factional quantities, you are now prevented from entering a fractional quantity for an IC item on an invoice.