Adagio Invoices 9.3A

·    New automation command nouns have been added to allow attaching report set PDF/Excel files to the email with the automation log results. This allows reports from multiple applications to be attached on a single email. The EmailPDFAutoLog has Overwrite/Attach and Append/Attach nouns to include PDF/Excel files from report sets. A future 9.3A release of Adagio Console is required to use this feature.

·    A Receipt email is sent to the Customer by American Payment Systems during capture or sale processing in posting batches if the Receivables Credit Card processor option for 'Send Customer Receipt?' is set to Always or if set to \\\"By customer card\\\" and 'Send receipt?’ is set on the customer credit card record. The Receivables Credit Card processor must also have the User name and Password set. Note: Requires Adagio Receivables 9.3A (2019.07.21).

·    If Credit Cards have been vaulted in American Payment Systems through another system rather than in Adagio, you can import sales and credits into Invoices batches using the Credit Card Vault Id. Sales or credits processed in another system will pass through Invoices and Receivables without any additional credit card activity being processed by Adagio. For a Pre-Authorization, the sale will be captured when the Invoice is posted. Note: You cannot edit Payment amounts or anything credit card related in the imported batch entry. The Credit Card Processor record in Receivables MUST be set up with the Username and Password. Requires Adagio Receivables 9.3A (2019.07.21). If the new credit cards are being added through importing batches, the Processor Code will default from the imported or defaulted Payment method. The Billing address will default from the APS Payments vault. The Credit Card Id, Description and Credit Card type will default from the APS Payments vault. If these fields are blank in the APS Payments vault they will default to these settings:
   Credit Card Id - CARD01, CARD02, etc.
   Description - ‘Auto-added on import’ plus the import date.
   Credit Card - ‘Type’ - Other/Unspecified.

·    Improved integration with future release of Adagio Inventory 9.3A.

·    Adagio Invoices can optionally create a retrieval batch (rather than an import batch) for future release of Adagio Inventory 9.3A. Added option ‘Create IC shipment for’ to the Batch Entry tab in the Company Profile. It can be set to Import or Retrieve. See the section ‘Adagio Invoices and Adagio Inventory 9.3A’ below in the release notes for important information.

·    Import Invoices has a new file Information option: 'Delete attached docs from source?'. If you choose ‘Delete attached docs from source?’ and the field Attach PDF is imported or defaulted, the attached PDF files are deleted from the source location when import is done and has completed without errors.

·    For DocStore users, the spectacles graphic was added to the Header tab in batch entry to highlight the fact that the DocStore view / attach buttons are available on the screen for that tab. Edit Customers and Customer Inquiry show it on the Customer and Transactions tabs.

·    Adagio SalesCQ quotes are now shown on the Transactions tab in Edit and View Customer if SalesCQ data is present. Note: Drilldown to SalesCQ transactions screens is not available (that is only available in Edit Customer in SalesCQ). Item numbers are not formatted and show quantities with 2 decimals. The Quotes tab is only available in Edit Customer in SalesCQ.

·    The 64-bit version of Adagio GridView (if available) is launched from the Adagio menu and for custom Views added to the Inquiries menu. The 64-bit version makes use of more memory (if available), allowing for views on larger databases and it can be faster. Note: This is not yet supported on Adagio Cloud.

Problems fixed

·    Credit cards can now be edited from batch entry if you edit the customer, UNLESS there is an authorized amount. Credit cards accessed from the Customer button in batch entry, only have 'Edit' for existing credit cards. Credit cards cannot be added or deleted.

·    The specifications used to print the Active and Archive batches are remembered separately if the User Preferences option 'Remember report settings?' is enabled.

·    Importing or defaulting the Inventory Item Category code for an Item detail was not updating the Ledger account/department properly.

·    Importing with Field offset was trimming the import field on the right instead of the left.

·    When using Adagio Payments, importing paid invoices used the wrong Credit Card if the Ship To was defaulted. Import picked up the Customer's 'Preferred card' instead of the Credit Card Id from the Ship To address code.

·    Merging DocStore files inside the Maintain Document window will now correctly merge the selected files into 1 document.