Enhancements & Revisions

Adagio SalesCQ 9.2B

June 8, 2018

· Compatible with future release of Adagio Receivables 9.3A.

· 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.

· After posting a quote for a customer having the ‘Require PO?’ option on, posting a quote for a prospect displayed a message saying a PO number must be entered in the reference field and the quote could not be posted.

· On the Pricing inquiry for items in quote entry in SalesCQ 9.2B, the results for the History Period selections Last Month, MTD, YTD and Other showed only one transaction unless you changed the ‘N’ for the ‘Most Recent N’ option from 1 to a larger number.

· For quotes transferred to an order in OrderEntry, the notes in Additional Comments did not transfer to the order unless there were also time/date stamped notes for the quote.

· SalesCQ was not updating the order log file in Adagio OrderEntry when a quote was transferred to an order.

· Quotes printed to PDF could not be viewed in the Edit Quotes grid or the quotes grid on the Transactions tab in Customer Edit/View within SalesCQ if you used a quote number format with a prefix containing a dash (“-“).

· Miscellaneous charges totals in the quote footer were not correct in SalesCQ 9.2B with OrderEntry 9.3A. The ‘Totals only’ miscellaneous charges were consolidating into specification code F07 (Total misc charge code 1) and codes for other miscellaneous charges printed zero.

· In SalesCQ 9.2B, on the Transactions tab in the Edit/View Customer functions, the grid did not update properly when switching from the Open Quotes to History Quotes.

· In the Edit Customer function on the Transactions tab for a customer with no OrderEntry transactions, the orders grid correctly showed no transactions but the details grid showed transactions from another order in some cases.

· In the Edit Prospect function on the Transactions tab for a prospect with no quote transactions, the grid correctly showed no transactions but the details grid showed transactions from another quote in some cases.

· Edit Customer in SalesCQ supports the new Company Profile option in Receivables 9.3A to determine aging either by Document Date or Due Date, calculated as of the Sign-on Date.

· The Edit Text function in SalesCQ 9.2B did not work and displayed an error.

· The Customer Notes report in SalesCQ 9.2A/B was significantly slower than printing the same report in Receivables.

· Added ‘Print additional comments’ and ‘Print address block’ options to the Customer Notes and Prospect Notes reports.