·    Payments can now be entered on credit notes. In previous versions, a negative cash payment had to be entered in Adagio Receivables to refund a payment. New Payments tab has been added to the credit note entry screen.

·    Added ‘Show I/C item price grid’ option to the Batch Entry tab in the Company Profile and in Security Groups. If this option is enabled, when you tab to the Item Price field, the item's Price level grid will pop up when entering or editing an item detail. This allows you to select the item price directly from the grid for I/C items.

·    Added a new Item Information inquiry on the Edit Detail screen in Batch entry for I/C items. Use the ‘i’ button next to the Item number field (or the F4 key) to show detailed information about the item selected. The inquiry shows:

- Price Levels for the base price list or Alternate Price List
- Alternate items (if any) showing the Qty on hand / Sales order / PO / RMA.

Highlighting an Alternate item will change the information reported in the other grids to be for that item. Double-clicking the Alternate item will select it for the detail line.

·    Added new option ‘Always show sale price in price grid’ on the Batch Entry tab in the Company Profile. If this option is selected, the Sale Price will always be displayed on the new Item Information screen (opened with ‘i’ button next to the Item number). However, it will not be selected unless the invoice date is in the sale dates range. In the pricing grid, you can choose the Sale Price. If the Sale dates are out of range, you will see: 'Sale price *]date range[' in the Price Level and in the price display that appears when you tab through the Item Price field. This indicates the date is outside the range.

·    If the Ready to Post option is being used, the Spacebar on a batch in the batch list now changes the status.

·    Changing the Customer Type on the header tab on an invoice triggers the message: “Header customer type has changed. Do you wish to apply related pricing changes to all invoice details?”

·    Added Revise Addresses and Revise All options to the Copy/Restore/Archive Invoice from a batch. The first option will update the new document addresses per the customer's record. The second option updates addresses and changes made to the customer’s Invoicing tab or ShipTo Addresses, as well as changes made to Invoices or Inventory items. It should be used when the document being restored contains ShipTo codes / price lists.

·    Added option to the Open and Archive batches grids to sort by Batch Description.

·    Added new option ‘Send to A/R P/O Reference’ on the Print/Post tab in the Company Profile and in Security Groups. Use this option to select the field from the invoice / credit note to send to the new PO Reference field in Receivables 9.3A batches and posted transactions. Choices include: Reference, Description 1/2, PO Number, Ship Via, Ship FOB, Salesperson code, Salesperson name, Territory, Job number and Optional Text fields 1/2/3.

·    Prevent users from deleting / accidentally deleting batches. Security Groups have new option ‘Delete batch’.

·    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.

·    You can now add Customer Name and Name 2 from the customer to the Edit Shipping Addresses grid.

·    Multi-select in the History grid is now allowed regardless of the number of rows. In previous versions, multi-select was only available when there were less than 10,000 rows.

·    The Print Invoices function allows you to select and send/print to multiple Send Methods (Printer, PDF, email) simultaneously. The Print, Email, ePrint and Fax buttons on the print dialog have been replaced with a single button called Send/Print. Allows you to quickly print and email a document in one operation.

·    Added keyboard shortcut Alt-M to set focus to the Send Method on the Print Statement/Letters print dialog. 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 used 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.

·    On the Print Invoices print dialog, when single or multiple Send Methods are used, they are remembered for next time.

·    Added ‘Close forms dialog after print?’ option to User Preferences. This allows you to keep the print dialog open after printing a document if you usually print/send/email/fax another copy of the document right away.

·    Added calculated numeric fields on invoices using formulas in the Specification Designer to do math (add, subtract, multiply, divide) on specification codes and constants. Added new Formulas, Numeric section to Specification Designer with new codes:
   X001..X005 Calculated Amount 1..5

·    Added new specification code for Credit Card last 4 digits:
   E129, cc number – partial

·    Added new specification codes for Credit Card Processing for use if you have Adagio Payments:
   E195 cc id
   E196 cc vault id
   E197 cc trans id
   E198 cc authorization code
   E199 cc type
   E200 payment type cc type (from the Payment method).

General New Features

·    The Adagio Login dialog permits browsing to a UNC. The Create database button is hidden unless “/C” is included on the command line. New databases are created with the extension “ADB” or the extension used by existing modules in the selected Folder.

·    A “Backup” button has been added to the Adagio Toolbar. Backup Options select whether the button saves the module data, related data or the entire database and whether exclusive access is required for the backup to proceed. The backup now includes the Automation Batch Folder.

·    Backup options enable automatic or prompted backups prior to performing critical functions including posting batches, Update Archive, Block Item Adjustments, Purge History and Year End. You can choose the number of these backups that will be saved.

·    Messages are now centered on the main form, rather than on the main monitor.

·    User preferences have been added to control the behavior of double clicking in a Dialog field. You can also choose to apply banding to those grids that do not display Styles and choose a date format to use in the Adagio Grid. Telephone numbers are now formatted in the Grid according to the Company profile option.

·    Installs \Softrak\System\AdagioLauncher.EXE and associates the application with “ADB”, “SAM” and “AMC” extensions. AdagioLauncher will automatically launch the correct Adagio module if an Adagio file is double-clicked in a Folder. The user will be prompted to log in.

·    Refresh Sample Data function has been added to the Help menu. It allows you to refresh single and multi-currency sample data to its original state at install time.

·    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. Use the Select the Type option on the Select Fields dialog to show fields of that type only.

Problems fixed

·    If negative invoices are used instead of credit notes, the tax calculated was different by $0.01 in some cases.

·    When a customer was added on the fly in batch entry, the customer styles were not applied.

·    The ShipTo email address in a new invoice was not populated from the main customer email address when a ShipTo code was not used.

·    In some cases, if Subtotal items were imported and the extended price of item details was calculated to 3 decimal places, the Extended price Subtotal was the sum of the unrounded amounts. M007, Extended pride subtotal and M009, Before tax subtotal have been updated so that Import will match Invoice entry.

·    Multi-selecting and deleting invoices in history deleted the wrong invoices, in some cases, when the grid was sorted descending and there were a large number of invoices in history.

·    Prevents an Access Violation error when History is closed very quickly with Hot Keys while also in Batch Entry.

·    In Invoices 9.2A (2017.08.30), setting the ‘Hdr-Customer Update Type’ used in legacy import templates did not read address lines from the customer.

·    The Reference field for Adagio Invoices items was not available in grids or Adagio GridView.

·    When ‘Display IC Cost’ was disabled in Security Groups, you could still add the Cost field to grids

·    Exporting batches containing deleted invoices (i.e. the ‘Delete canceled invoices?’ option is on in the Company Profiled) displayed an error and could not be exported.