Adagio OrderEntry 9.3A

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.